diff --git a/documentation/content/en/articles/building-products/_index.adoc b/documentation/content/en/articles/building-products/_index.adoc index 7f6007aa0a..30c7355e55 100644 --- a/documentation/content/en/articles/building-products/_index.adoc +++ b/documentation/content/en/articles/building-products/_index.adoc @@ -1,401 +1,400 @@ --- title: Building Products with FreeBSD authors: - author: Joseph Koshy email: jkoshy@FreeBSD.org organizations: - organization: The FreeBSD Project description: How FreeBSD can help you build a better product trademarks: ["freebsd", "general"] tags: ["FreeBSD", "FreeBSD as base for your product"] --- = Building Products with FreeBSD :doctype: article :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :source-highlighter: rouge :experimental: :images-path: articles/building-products/ ifdef::env-beastie[] ifdef::backend-html5[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] :imagesdir: ../../../images/{images-path} endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [.abstract-title] Abstract The FreeBSD project is a worldwide, volunteer based, and collaborative project, which develops a portable and high-quality operating system. The FreeBSD project distributes the source code for its product under a liberal license, with the intention of encouraging the use of its code. Collaborating with the FreeBSD project can help organizations reduce their time to market, reduce engineering costs and improve their product quality. This article examines the issues in using FreeBSD code in appliances and software products. It highlights the characteristics of FreeBSD that make it an excellent substrate for product development. The article concludes by suggesting a few "best practices" for organizations collaborating with the FreeBSD project. ''' toc::[] [[introduction]] == Introduction FreeBSD today is well-known as a high-performance server operating system. It is deployed on millions of web servers and internet-facing hosts worldwide. FreeBSD code also forms an integral part of many products, ranging from appliances such as network routers, firewalls, and storage devices, to personal computers. Portions of FreeBSD have also been used in commercial shrink-wrapped software (see crossref:building-products[freebsd-intro, FreeBSD as a set of building blocks]). In this article we look at the link:https://www.FreeBSD.org/[FreeBSD project] as a software engineering resource-as a collection of building blocks and processes which you can use to build products. While FreeBSD's source is distributed freely to the public, to fully enjoy the benefits of the project's work, organizations need to _collaborate_ with the project. In subsequent sections of this article we discuss effective means of collaboration with the project and the pitfalls that need to be avoided while doing so. *Caveat Reader.* The author believes that the characteristics of the FreeBSD Project listed in this article were substantially true at the time the article was conceived and written (2005). However, the reader should keep in mind that the practices and processes used by open-source communities can change over time, and that the information in this article should therefore be taken as indicative rather than normative. === Target Audience This document would be of interest to the following broad groups of people: * Decision makers in product companies looking at ways to improve their product quality, reduce their time to market and lower engineering costs in the long term. * Technology consultants looking for best-practices in leveraging "open-source". * Industry observers interested in understanding the dynamics of open-source projects. * Software developers seeking to use FreeBSD and looking for ways to contribute back. === Article Goals After reading this article you should have: * An understanding of the goals of the FreeBSD Project and its organizational structure. * An understanding of its development model and release engineering processes. * An understanding of how conventional corporate software development processes differ from that used in the FreeBSD project. * Awareness of the communication channels used by the project and the level of transparency you can expect. * Awareness of optimal ways of working with the project-how best to reduce engineering costs, improve time to market, manage security vulnerabilities, and preserve future compatibility with your product as the FreeBSD project evolves. === Article Structure The rest of the article is structured as follows: * crossref:building-products[freebsd-intro, FreeBSD as a set of building blocks] introduces the FreeBSD project, explores its organizational structure, key technologies and release engineering processes. * crossref:building-products[freebsd-collaboration, Collaborating with FreeBSD] describes ways to collaborate with the FreeBSD project. It examines common pitfalls encountered by corporates working with voluntary projects like FreeBSD. * crossref:building-products[conclusion, Conclusion] concludes. [[freebsd-intro]] == FreeBSD as a set of building blocks FreeBSD makes an excellent foundation on which to build products: * FreeBSD source code is distributed under a liberal BSD license facilitating - its adoption in commercial products crossref:building-products[Mon2005] with minimum hassle. + its adoption in commercial products crossref:building-products[Mon2005,"Why you should use a BSD style license for your Open Source Project"] with minimum hassle. * The FreeBSD project has excellent engineering practices that can be leveraged. * The project offers exceptional transparency into its workings, allowing organizations using its code to plan effectively for the future. * The culture of the FreeBSD project, carried over from the Computer Science Research Group at The University of California, Berkeley - crossref:building-products[McKu1999-1], fosters high-quality work. Some features in FreeBSD define the state of the art. + crossref:building-products[McKu1999-1,"Why you should use a BSD style license for your Open Source Project"], fosters high-quality work. Some features in FreeBSD define the state of the art. -crossref:building-products[GoldGab2005] examines the business reasons for using open-source in greater detail. +crossref:building-products[GoldGab2005,"Innovation Happens Elsewhere: Open Source as Business Strategy"] examines the business reasons for using open-source in greater detail. For organizations, the benefits of using FreeBSD components in their products include a shorter time to market, lower development costs and lower development risks. === Building with FreeBSD Here are a few ways organizations have used FreeBSD: * As an upstream source for tested code for libraries and utilities. + By being "downstream" of the project, organizations leverage the new features, bug fixes and testing that the upstream code receives. * As an embedded OS (for example, for an OEM router and firewall device). In this model, organizations use a customized FreeBSD kernel and application program set along with a proprietary management layer for their device. OEMs benefit from new hardware support being added by the FreeBSD project upstream, and from the testing that the base system receives. + FreeBSD ships with a self-hosting development environment that allows easy creation of such configurations. * As a Unix compatible environment for the management functions of high-end storage and networking devices, running on a separate processor "blade". + FreeBSD provides the tools for creating dedicated OS and application program images. Its implementation of a BSD unix API is mature and tested. FreeBSD can also provide a stable cross-development environment for the other components of the high-end device. * As a vehicle to get widespread testing and support from a worldwide team of developers for non-critical "intellectual property". + In this model, organizations contribute useful infrastructural frameworks to the FreeBSD project (for example, see man:netgraph[3]). The widespread exposure that the code gets helps to quickly identify performance issues and bugs. The involvement of top-notch developers also leads to useful extensions to the infrastructure that the contributing organization also benefits from. * As a development environment supporting cross-development for embedded OSes like http://www.rtems.com/[RTEMS] and http://ecos.sourceware.org/[eCOS]. + There are many full-fledged development environments in the {numports}-strong collection of applications ported and packaged with FreeBSD. * As a way to support a Unix-like API in an otherwise proprietary OS, increasing its palatability for application developers. + Here parts of FreeBSD's kernel and application programs are "ported" to run alongside other tasks in the proprietary OS. The availability of a stable and well tested Unix(TM) API implementation can reduce the effort needed to port popular applications to the proprietary OS. As FreeBSD ships with high-quality documentation for its internals and has effective vulnerability management and release engineering processes, the costs of keeping up-to-date are kept low. [[freebsd-technologies]] === Technologies There are a large number of technologies supported by the FreeBSD project. A selection of these are listed below: * A complete system that can cross-host itself for link:https://www.FreeBSD.org/platforms/[many architectures:] * A modular symmetric multiprocessing capable kernel, with loadable kernel modules and a flexible and easy to use configuration system. * Support for emulation of Linux(TM) and SVR4 binaries at near machine speeds. Support for binary Windows(TM) (NDIS) network drivers. * Libraries for many programming tasks: archivers, FTP and HTTP support, thread support, in addition to a full POSIX(TM) like programming environment. * Security features: Mandatory Access Control (man:mac[9]), jails (man:jail[2]), ACLs, and in-kernel cryptographic device support. * Networking features: firewall-ing, QoS management, high-performance TCP/IP networking with support for many extensions. + FreeBSD's in-kernel Netgraph (man:netgraph[4]) framework allows kernel networking modules to be connected together in flexible ways. * Support for storage technologies: Fibre Channel, SCSI, software and hardware RAID, ATA and SATA. + FreeBSD supports a number of filesystems, and its native UFS2 filesystem supports soft updates, snapshots and very large filesystem sizes (16TB per - filesystem) crossref:building-products[McKu1999]. + filesystem) crossref:building-products[McKu1999,"Why you should use a BSD style license for your Open Source Project"]. + FreeBSD's in-kernel GEOM (man:geom[4]) framework allows kernel storage modules to be composed in flexible ways. * Over {numports} ported applications, both commercial and open-source, managed via the FreeBSD ports collection. === Organizational Structure FreeBSD's organizational structure is non-hierarchical. There are essentially two kinds of contributors to FreeBSD, general users of FreeBSD, and developers with write access (known as _committers_ in the jargon) to the source base. There are many thousands of contributors in the first group; the vast majority of contributions to FreeBSD come from individuals in this group. Commit rights (write access) to the repository are granted to individuals who contribute consistently to the project. Commit rights come with additional responsibilities, and new committers are assigned mentors to help them learn the ropes. .FreeBSD Organization image::freebsd-organization.png[] Conflict resolution is performed by a nine member "Core Team" that is elected from the group of committers. FreeBSD does not have "corporate" committers. Individual committers are required to take responsibility for the changes they introduce to the code. The extref:{committers-guide}[FreeBSD Committer's guide] -crossref:building-products[ComGuide] documents the rules and responsibilities for committers. +crossref:building-products[ComGuide,"Committer's Guide"] documents the rules and responsibilities for committers. FreeBSD's project model is examined in detail in -crossref:building-products[Nik2005]. +crossref:building-products[Nik2005,"A project model for the FreeBSD Project"]. === FreeBSD Release Engineering Processes FreeBSD's release engineering processes play a major role in ensuring that its released versions are of a high quality. At any point of time, FreeBSD's volunteers support multiple code lines (crossref:building-products[fig-freebsd-branches, FreeBSD Release Branches]): * New features and disruptive code enters on the development branch, also known as the _-CURRENT_ branch. * _-STABLE_ branches are code lines that are branched from HEAD at regular intervals. Only tested code is allowed onto a -STABLE branch. New features are allowed once they have been tested and stabilized in the -CURRENT branch. * _-RELEASE_ branches are maintained by the FreeBSD security team. Only bug fixes for critical issues are permitted onto -RELEASE branches. [[fig-freebsd-branches]] .FreeBSD Release Branches image::freebsd-branches.png[] Code lines are kept alive for as long as there is user and developer interest in them. Machine architectures are grouped into "tiers"; _Tier 1_ architectures are fully supported by the project's release engineering and security teams, _Tier 2_ architectures are supported on a best effort basis, and experimental architectures comprise _Tier 3_. The list of extref:{committers-guide}[supported architectures, archs] is part of the FreeBSD documentation collection. The release engineering team publishes a link:https://www.FreeBSD.org/releng/[road map] for future releases of FreeBSD on the project's web site. The dates laid down in the road map are not deadlines; FreeBSD is released when its code and documentation are ready. FreeBSD's release engineering processes are described in -crossref:building-products[RelEngDoc]. +crossref:building-products[RelEngDoc,"FreeBSD Release Engineering"]. [[freebsd-collaboration]] == Collaborating with FreeBSD Open-source projects like FreeBSD offer finished code of a very high quality. While access to quality source code can reduce the cost of initial development, in the long-term the costs of managing change begin to dominate. As computing environments change over the years and new security vulnerabilities are discovered, your product too needs to change and adapt. Using open-source code is best viewed not as a one-off activity, but as an __ongoing process__. The best projects to collaborate with are the ones that are __live__; i.e., with an active community, clear goals and a transparent working style. * FreeBSD has an active developer community around it. At the time of writing there are many thousands of contributors from every populated continent in the world and over 300 individuals with write access to the project's source repositories. -* The goals of the FreeBSD project are crossref:building-products[Hub1994]: +* The goals of the FreeBSD project are + crossref:building-products[Hub1994,"Contributing to the FreeBSD Project"]: ** To develop a high-quality operating system for popular computer hardware, and, ** To make our work available to all under a liberal license. * FreeBSD enjoys an open and transparent working culture. Nearly all discussion in the project happens by email, on link:https://lists.freebsd.org/[public mailing lists] that are also archived for posterity. The project's policies are link:https://www.FreeBSD.org/internal/policies/[documented] and maintained under revision control. Participation in the project is open to all. [[freebsd-org]] === Understanding FreeBSD culture To be able to work effectively with the FreeBSD project, you need to understand the project's culture. Volunteer driven projects operate under different rules than for-profit corporates. A common mistake that companies make when venturing into the open-source world is that of underplaying these differences. *Motivation.* Most contributions to FreeBSD are done voluntarily without monetary rewards entering the picture. The factors that motivate individuals are complex, ranging from altruism, to an interest in solving the kinds of problems that FreeBSD attempts to solve. In this environment, "elegance is never -optional"crossref:building-products[Nor1993]. +optional"crossref:building-products[Nor1993,"Tutorial on Good Lisp Programming Style"]. *The Long Term View.* FreeBSD traces its roots back nearly twenty years to the work of the Computer Science Research Group at the University of California Berkeley.footnote:[FreeBSD's source repository contains a history of the project since its inception, and there are CDROMs available that contain earlier code from the CSRG.] A number of the original CSRG developers remain associated with the project. -The project values long-term perspectives crossref:building-products[Nor2001]. A frequent acronym encountered in the project is DTRT, which stands for "Do The Right Thing". +The project values long-term perspectives crossref:building-products[Nor2001,"Teach Yourself Programming in Ten Years"]. A frequent acronym encountered in the project is DTRT, which stands for "Do The Right Thing". *Development Processes.* Computer programs are tools for communication: at one level programmers communicate their intentions using a precise notation to a tool (a compiler) that translates their instructions to executable code. At another level, the same notation is used for communication of intent between two programmers. Formal specifications and design documents are seldom used in the project. Clear and well-written code and well-written change logs (crossref:building-products[fig-change-log, A sample change log entry]) are used in their place. FreeBSD development happens by "rough consensus and running -code"crossref:building-products[Carp1996]. +code"crossref:building-products[Carp1996,"The Architectural Principles of the Internet"]. [.programlisting] .... r151864 | bde | 2005-10-29 09:34:50 -0700 (Sat, 29 Oct 2005) | 13 lines Changed paths: M /head/lib/msun/src/e_rem_pio2f.c Use double precision to simplify and optimize arg reduction for small and medium size args too: instead of conditionally subtracting a float 17+24, 17+17+24 or 17+17+17+24 bit approximation to pi/2, always subtract a double 33+53 bit one. The float version is now closer to the double version than to old versions of itself -- it uses the same 33+53 bit approximation as the simplest cases in the double version, and where the float version had to switch to the slow general case at |x| == 2^7*pi/2, it now switches at |x| == 2^19*pi/2 the same as the double version. This speeds up arg reduction by a factor of 2 for |x| between 3*pi/4 and 2^7*pi/4, and by a factor of 7 for |x| between 2^7*pi/4 and 2^19*pi/4. .... .A sample change log entry [[fig-change-log]] Communication between programmers is enhanced by the use of a common coding standard man:style[9]. *Communication Channels.* FreeBSD's contributors are spread across the world. Email (and to a lesser extent, IRC) is the preferred means of communication in the project. === Best Practices for collaborating with the FreeBSD project We now look at a few best practices for making the best use of FreeBSD in product development. Plan for the long term:: Setup processes that help in tracking the development of FreeBSD. For example: + *Track FreeBSD source code.* The project makes it easy to mirror its SVN repository using extref:{committers-guide}[svnsync, svn-advanced-use-setting-up-svnsync]. Having the complete history of the source is useful when debugging complex problems and offers valuable insight into the intentions of the original developers. Use a capable source control system that allows you to easily merge changes between the upstream FreeBSD code base and your own in-house code. + -crossref:building-products[fig-svn-blame, An annotated source listing generated -using `svn blame`] shows a portion of an annotated listing of the file -referenced by the change log in crossref:building-products[fig-change-log, A -sample change log entry]. +crossref:building-products[fig-svn-blame, An annotated source listing generated using `svn blame`] shows a portion of an annotated listing of the file +referenced by the change log in crossref:building-products[fig-change-log, A sample change log entry]. The ancestry of each line of the source is clearly visible. Annotated listings showing the history of every file that is part of FreeBSD are https://svnweb.freebsd.org/[available on the web]. + [.programlisting] .... #REV #WHO #DATE #TEXT 176410 bde 2008-02-19 07:42:46 -0800 (Tue, 19 Feb 2008) #include 176410 bde 2008-02-19 07:42:46 -0800 (Tue, 19 Feb 2008) __FBSDID("$FreeBSD$"); 2116 jkh 1994-08-19 02:40:01 -0700 (Fri, 19 Aug 1994) 2116 jkh 1994-08-19 02:40:01 -0700 (Fri, 19 Aug 1994) /* __ieee754_rem_pio2f(x,y) 8870 rgrimes 1995-05-29 22:51:47 -0700 (Mon, 29 May 1995) * 176552 bde 2008-02-25 05:33:20 -0800 (Mon, 25 Feb 2008) * return the remainder of x rem pi/2 in *y 176552 bde 2008-02-25 05:33:20 -0800 (Mon, 25 Feb 2008) * use double precision for everything except passing x 152535 bde 2005-11-16 18:20:04 -0800 (Wed, 16 Nov 2005) * use __kernel_rem_pio2() for large x 2116 jkh 1994-08-19 02:40:01 -0700 (Fri, 19 Aug 1994) */ 2116 jkh 1994-08-19 02:40:01 -0700 (Fri, 19 Aug 1994) 176465 bde 2008-02-22 07:55:14 -0800 (Fri, 22 Feb 2008) #include 176465 bde 2008-02-22 07:55:14 -0800 (Fri, 22 Feb 2008) 2116 jkh 1994-08-19 02:40:01 -0700 (Fri, 19 Aug 1994) #include "math.h" .... .An annotated source listing generated using `svn blame` [[fig-svn-blame]] + *Use a gatekeeper.* Appoint a _gatekeeper_ to monitor FreeBSD development, to keep an eye out for changes that could potentially impact your products. + *Report bugs upstream.* If you notice bug in the FreeBSD code that you are using, file a https://www.FreeBSD.org/support/bugreports/[bug report]. This step helps ensure that you do not have to fix the bug the next time you take a code drop from upstream. Leverage FreeBSD's release engineering efforts:: Use code from a -STABLE development branch of FreeBSD. These development branches are formally supported by FreeBSD's release engineering and security teams and comprise of tested code. Donate code to reduce costs:: A major proportion of the costs associated with developing products is that of doing maintenance. By donating non-critical code to the project, you benefit by having your code see much wider exposure than it would otherwise get. This in turn leads to more bugs and security vulnerabilities being flushed out and performance anomalies being identified and fixed. Get support effectively:: For products with tight deadlines, it is recommended that you hire or enter into a consulting agreement with a developer or firm with FreeBSD experience. The {freebsd-jobs} is a useful communication channel to find talent. The FreeBSD project maintains a link:https://www.FreeBSD.org/commercial/consult_bycat/[gallery of consultants and consulting firms] undertaking FreeBSD work. The http://www.bsdcertification.org/[BSD Certification Group] offers certification for all the major BSD derived OSes. + For less critical needs, you can ask for help on the link:https://lists.freebsd.org/[project mailing lists]. A useful guide to follow when asking for help is given in -crossref:building-products[Ray2004]. +crossref:building-products[Ray2004,"How to ask questions the smart way"]. Publicize your involvement:: You are not required to publicize your use of FreeBSD, but doing so helps both your effort as well as that of the project. + Letting the FreeBSD community know that your company uses FreeBSD helps improve your chances of attracting high quality talent. A large roster of support for FreeBSD also means more mind share for it among developers. This in turn yields a healthier foundation for your future. Support FreeBSD developers:: Sometimes the most direct way to get a desired feature into FreeBSD is to support a developer who is already looking at a related problem. Help can range from hardware donations to direct financial assistance. In some countries, donations to the FreeBSD project enjoy tax benefits. The project has a dedicated link:https://www.FreeBSD.org/donations/[donations liaison] to assist donors. The project also maintains a web page where developers link:https://www.FreeBSD.org/donations/wantlist/[list their needs]. + As a policy the FreeBSD project extref:{contributors}[acknowledges] all contributions received on its web site. [[conclusion]] == Conclusion The FreeBSD project's goals are to create and give away the source code for a high-quality operating system. By working with the FreeBSD project you can reduce development costs and improve your time to market in a number of product development scenarios. We examined the characteristics of the FreeBSD project that make it an excellent choice for being part of an organization's product strategy. We then looked at the prevailing culture of the project and examined effective ways of interacting with its developers. The article concluded with a list of best-practices that could help organizations collaborating with the project. :sectnums!: [bibliography] == Bibliography [[Carp1996]] [Carp1996] http://www.ietf.org/rfc/rfc1958.txt[The Architectural Principles of the Internet] B. Carpenter. The Internet Architecture Board.The Internet Architecture Board. Copyright(R) 1996. [[ComGuide]] [ComGuide] extref:{committers-guide}[Committer's Guide] The FreeBSD Project. Copyright(R) 2005. [[GoldGab2005]] [GoldGab2005] http://dreamsongs.com/IHE/IHE.html[Innovation Happens Elsewhere: Open Source as Business Strategy] Ron Goldman. Richard Gabriel. Copyright(R) 2005. Morgan-Kaufmann. [[Hub1994]] [Hub1994] extref:{contributing}[Contributing to the FreeBSD Project] Jordan Hubbard. Copyright(R) 1994-2005. The FreeBSD Project. [[McKu1999]] [McKu1999] http://www.usenix.org/publications/library/proceedings/usenix99/mckusick.html[Soft Updates: A Technique for Eliminating Most Synchronous Writes in the Fast Filesystem] Kirk McKusick. Gregory Ganger. Copyright(R) 1999. [[McKu1999-1]] [McKu1999-1] http://www.oreilly.com/catalog/opensources/book/kirkmck.html[Twenty Years of Berkeley Unix: From AT&T-Owned to Freely Redistributable] Marshall Kirk McKusick. http://www.oreilly.com/catalog/opensources/book/toc.html[Open Sources: Voices from the Open Source Revolution] O'Reilly Inc.. Copyright(R) 1993. [[Mon2005]] [Mon2005] extref:{bsdl-gpl}[Why you should use a BSD style license for your Open Source Project] Bruce Montague. The FreeBSD Project. Copyright(R) 2005. [[Nik2005]] [Nik2005] extref:{dev-model}[A project model for the FreeBSD Project] Niklas Saers. Copyright(R) 2005. The FreeBSD Project. [[Nor1993]] [Nor1993] http://www.norvig.com/luv-slides.ps[Tutorial on Good Lisp Programming Style] Peter Norvig. Kent Pitman. Copyright(R) 1993. [[Nor2001]] [Nor2001] http://www.norvig.com/21-days.html[Teach Yourself Programming in Ten Years] Peter Norvig. Copyright(R) 2001. [[Ray2004]] [Ray2004] http://www.catb.org/~esr/faqs/smart-questions.html[How to ask questions the smart way] Eric Steven Raymond. Copyright(R) 2004. [[RelEngDoc]] [RelEngDoc] extref:{releng}[FreeBSD Release Engineering] Murray Stokely. Copyright(R) 2001. The FreeBSD Project. diff --git a/documentation/content/en/articles/ipsec-must/_index.adoc b/documentation/content/en/articles/ipsec-must/_index.adoc index 361b6c007c..dbca759c6e 100644 --- a/documentation/content/en/articles/ipsec-must/_index.adoc +++ b/documentation/content/en/articles/ipsec-must/_index.adoc @@ -1,295 +1,295 @@ --- title: Independent Verification of IPsec Functionality in FreeBSD authors: - author: David Honig email: honig@sprynet.com description: Independent Verification of IPsec Functionality in FreeBSD trademarks: ["freebsd", "opengroup", "general"] tags: ["IPsec", "verification", "FreeBSD"] --- = Independent Verification of IPsec Functionality in FreeBSD :doctype: article :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :source-highlighter: rouge :experimental: :images-path: articles/ipsec-must/ ifdef::env-beastie[] ifdef::backend-html5[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] :imagesdir: ../../../images/{images-path} endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [.abstract-title] Abstract You installed IPsec and it seems to be working. How do you know? I describe a method for experimentally verifying that IPsec is working. ''' toc::[] [[problem]] == The Problem First, lets assume you have crossref::ipsec-must[ipsec-install, Installing IPsec]. How do you know it is crossref::ipsec-must[caveat, Caveat]? Sure, your connection will not work if it is misconfigured, and it will work when you finally get it right. man:netstat[1] will list it. But can you independently confirm it? [[solution]] == The Solution First, some crypto-relevant info theory: . Encrypted data is uniformly distributed, i.e., has maximal entropy per symbol; . Raw, uncompressed data is typically redundant, i.e., has sub-maximal entropy. Suppose you could measure the entropy of the data to- and from- your network interface. Then you could see the difference between unencrypted data and encrypted data. This would be true even if some of the data in "encrypted mode" was not encrypted---as the outermost IP header must be if the packet is to be routable. [[MUST]] === MUST Ueli Maurer's "Universal Statistical Test for Random Bit Generators"(https://web.archive.org/web/20011115002319/http://www.geocities.com/SiliconValley/Code/4704/universal.pdf[MUST]) quickly measures the entropy of a sample. It uses a compression-like algorithm. crossref::ipsec-must[code, Maurer's Universal Statistical Test (for block size8 bits)] for a variant which measures successive (~quarter megabyte) chunks of a file. [[tcpdump]] === Tcpdump We also need a way to capture the raw network data. A program called man:tcpdump[1] lets you do this, if you have enabled the -_Berkeley Packet Filter_ interface in your crossref::ipsec-must[kernel]. +_Berkeley Packet Filter_ interface in your crossref::ipsec-must[kernel,src/sys/i386/conf/KERNELNAME]. The command: [source,shell] .... tcpdump -c 4000 -s 10000 -w dumpfile.bin .... will capture 4000 raw packets to _dumpfile.bin_. Up to 10,000 bytes per packet will be captured in this example. [[experiment]] == The Experiment Here is the experiment: [.procedure] ==== . Open a window to an IPsec host and another window to an insecure host. . Now start crossref::ipsec-must[tcpdump, Tcpdump]. . In the "secure" window, run the UNIX(R) command man:yes[1], which will stream the `y` character. After a while, stop this. Switch to the insecure window, and repeat. After a while, stop. . Now run crossref::ipsec-must[code, Maurer's Universal Statistical Test (for block size8 bits)] on the captured packets. You should see something like the following. The important thing to note is that the secure connection has 93% (6.7) of the expected value (7.18), and the "normal" connection has 29% (2.1) of the expected value. + [source,shell] .... % tcpdump -c 4000 -s 10000 -w ipsecdemo.bin % uliscan ipsecdemo.bin Uliscan 21 Dec 98 L=8 256 258560 Measuring file ipsecdemo.bin Init done Expected value for L=8 is 7.1836656 6.9396 -------------------------------------------------------- 6.6177 ----------------------------------------------------- 6.4100 --------------------------------------------------- 2.1101 ----------------- 2.0838 ----------------- 2.0983 ----------------- .... ==== [[caveat]] == Caveat This experiment shows that IPsec _does_ seem to be distributing the payload data __uniformly__, as encryption should. However, the experiment described here _cannot_ detect many possible flaws in a system (none of which do I have any evidence for). These include poor key generation or exchange, data or keys being visible to others, use of weak algorithms, kernel subversion, etc. Study the source; know the code. [[IPsec]] == IPsec---Definition Internet Protocol security extensions to IPv4; required for IPv6. A protocol for negotiating encryption and authentication at the IP (host-to-host) level. SSL secures only one application socket; SSH secures only a login; PGP secures only a specified file or message. IPsec encrypts everything between two hosts. [[ipsec-install]] == Installing IPsec Most of the modern versions of FreeBSD have IPsec support in their base source. So you will need to include the `IPSEC` option in your kernel config and, after kernel rebuild and reinstall, configure IPsec connections using man:setkey[8] command. A comprehensive guide on running IPsec on FreeBSD is provided in extref:{handbook}[FreeBSD Handbook, ipsec]. [[kernel]] == src/sys/i386/conf/KERNELNAME This needs to be present in the kernel config file to capture network data with man:tcpdump[1]. Be sure to run man:config[8] after adding this, and rebuild and reinstall. [.programlisting] .... device bpf .... [[code]] == Maurer's Universal Statistical Test (for block size=8 bits) You can find the same code at https://web.archive.org/web/20031204230654/http://www.geocities.com:80/SiliconValley/Code/4704/uliscanc.txt[this link]. [.programlisting] .... /* ULISCAN.c ---blocksize of 8 1 Oct 98 1 Dec 98 21 Dec 98 uliscan.c derived from ueli8.c This version has // comments removed for Sun cc This implements Ueli M Maurer's "Universal Statistical Test for Random Bit Generators" using L=8 Accepts a filename on the command line; writes its results, with other info, to stdout. Handles input file exhaustion gracefully. Ref: J. Cryptology v 5 no 2, 1992 pp 89-105 also on the web somewhere, which is where I found it. -David Honig honig@sprynet.com Usage: ULISCAN filename outputs to stdout */ #define L 8 #define V (1< #include int main(argc, argv) int argc; char **argv; { FILE *fptr; int i,j; int b, c; int table[V]; double sum = 0.0; int iproduct = 1; int run; extern double log(/* double x */); printf("Uliscan 21 Dec 98 \nL=%d %d %d \n", L, V, MAXSAMP); if (argc < 2) { printf("Usage: Uliscan filename\n"); exit(-1); } else { printf("Measuring file %s\n", argv[1]); } fptr = fopen(argv[1],"rb"); if (fptr == NULL) { printf("Can't find %s\n", argv[1]); exit(-1); } for (i = 0; i < V; i++) { table[i] = 0; } for (i = 0; i < Q; i++) { b = fgetc(fptr); table[b] = i; } printf("Init done\n"); printf("Expected value for L=8 is 7.1836656\n"); run = 1; while (run) { sum = 0.0; iproduct = 1; if (run) for (i = Q; run && i < Q + K; i++) { j = i; b = fgetc(fptr); if (b < 0) run = 0; if (run) { if (table[b] > j) j += K; sum += log((double)(j-table[b])); table[b] = i; } } if (!run) printf("Premature end of file; read %d blocks.\n", i - Q); sum = (sum/((double)(i - Q))) / log(2.0); printf("%4.4f ", sum); for (i = 0; i < (int)(sum*8.0 + 0.50); i++) printf("-"); printf("\n"); /* refill initial table */ if (0) { for (i = 0; i < Q; i++) { b = fgetc(fptr); if (b < 0) { run = 0; } else { table[b] = i; } } } } } .... diff --git a/documentation/content/en/articles/ldap-auth/_index.adoc b/documentation/content/en/articles/ldap-auth/_index.adoc index edffbd10ea..7fc7543484 100644 --- a/documentation/content/en/articles/ldap-auth/_index.adoc +++ b/documentation/content/en/articles/ldap-auth/_index.adoc @@ -1,804 +1,804 @@ --- title: LDAP Authentication authors: - author: Toby Burress email: kurin@causa-sui.net copyright: 2007-2008 The FreeBSD Documentation Project description: Guide for the configuration of an LDAP server for authentication on FreeBSD trademarks: ["freebsd", "general"] tags: ["LDAP", "Authentication", "OpenLDAP", "configuration", "guide", "tutorial", "FreeBSD"] --- = LDAP Authentication :doctype: article :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :source-highlighter: rouge :experimental: :images-path: articles/ldap-auth/ ifdef::env-beastie[] ifdef::backend-html5[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] :imagesdir: ../../../images/{images-path} endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [.abstract-title] Abstract This document is intended as a guide for the configuration of an LDAP server (principally an OpenLDAP server) for authentication on FreeBSD. This is useful for situations where many servers need the same user accounts, for example as a replacement for NIS. ''' toc::[] [[preface]] == Preface This document is intended to give the reader enough of an understanding of LDAP to configure an LDAP server. This document will attempt to provide an explanation of package:net/nss_ldap[] and package:security/pam_ldap[] for use with client machines services for use with the LDAP server. When finished, the reader should be able to configure and deploy a FreeBSD server that can host an LDAP directory, and to configure and deploy a FreeBSD server which can authenticate against an LDAP directory. This article is not intended to be an exhaustive account of the security, robustness, or best practice considerations for configuring LDAP or the other services discussed herein. While the author takes care to do everything correctly, they do not address security issues beyond a general scope. This article should be considered to lay the theoretical groundwork only, and any actual implementation should be accompanied by careful requirement analysis. [[ldap]] == Configuring LDAP LDAP stands for "Lightweight Directory Access Protocol" and is a subset of the X.500 Directory Access Protocol. Its most recent specifications are in http://www.ietf.org/rfc/rfc4510.txt[RFC4510] and friends. Essentially it is a database that expects to be read from more often than it is written to. The LDAP server http://www.openldap.org/[OpenLDAP] will be used in the examples in this document; while the principles here should be generally applicable to many different servers, most of the concrete administration is OpenLDAP-specific. There are several server versions in ports, for example package:net/openldap26-server[]. Client servers will need the corresponding package:net/openldap26-client[] libraries. There are (basically) two areas of the LDAP service which need configuration. The first is setting up a server to receive connections properly, and the second is adding entries to the server's directory so that FreeBSD tools know how to interact with it. [[ldap-connect]] === Setting Up the Server for Connections [NOTE] ==== This section is specific to OpenLDAP. If you are using another server, you will need to consult that server's documentation. ==== [[ldap-connect-install]] ==== Installing OpenLDAP First, install OpenLDAP: [[oldap-install]] .Installing OpenLDAP [example] ==== [source,shell] .... # cd /usr/ports/net/openldap26-server # make install clean .... ==== This installs the `slapd` and `slurpd` binaries, along with the required OpenLDAP libraries. [[ldap-connect-config]] ==== Configuring OpenLDAP Next we must configure OpenLDAP. You will want to require encryption in your connections to the LDAP server; otherwise your users' passwords will be transferred in plain text, which is considered insecure. The tools we will be using support two very similar kinds of encryption, SSL and TLS. TLS stands for "Transportation Layer Security". Services that employ TLS tend to connect on the _same_ ports as the same services without TLS; thus an SMTP server which supports TLS will listen for connections on port 25, and an LDAP server will listen on 389. SSL stands for "Secure Sockets Layer", and services that implement SSL do _not_ listen on the same ports as their non-SSL counterparts. Thus SMTPS listens on port 465 (not 25), HTTPS listens on 443, and LDAPS on 636. The reason SSL uses a different port than TLS is because a TLS connection begins as plain text, and switches to encrypted traffic after the `STARTTLS` directive. SSL connections are encrypted from the beginning. Other than that there are no substantial differences between the two. [NOTE] ==== We will adjust OpenLDAP to use TLS, as SSL is considered deprecated. ==== Once OpenLDAP is installed via ports, the following configuration parameters in [.filename]#/usr/local/etc/openldap/slapd.conf# will enable TLS: [.programlisting] .... security ssf=128 TLSCertificateFile /path/to/your/cert.crt TLSCertificateKeyFile /path/to/your/cert.key TLSCACertificateFile /path/to/your/cacert.crt .... Here, `ssf=128` tells OpenLDAP to require 128-bit encryption for all connections, both search and update. This parameter may be configured based on the security needs of your site, but rarely you need to weaken it, as most LDAP client libraries support strong encryption. The [.filename]#cert.crt#, [.filename]#cert.key#, and [.filename]#cacert.crt# files are necessary for clients to authenticate _you_ as the valid LDAP server. If you simply want a server that runs, you can create a self-signed certificate with OpenSSL: [[genrsa]] .Generating an RSA Key [example] ==== [source,shell] .... % openssl genrsa -out cert.key 1024 Generating RSA private key, 1024 bit long modulus ....................++++++ ...++++++ e is 65537 (0x10001) % openssl req -new -key cert.key -out cert.csr .... ==== At this point you should be prompted for some values. You may enter whatever values you like; however, it is important the "Common Name" value be the fully qualified domain name of the OpenLDAP server. In our case, and the examples here, the server is _server.example.org_. Incorrectly setting this value will cause clients to fail when making connections. This can the cause of great frustration, so ensure that you follow these steps closely. Finally, the certificate signing request needs to be signed: [[self-sign]] .Self-signing the Certificate [example] ==== [source,shell] .... % openssl x509 -req -in cert.csr -days 365 -signkey cert.key -out cert.crt Signature ok subject=/C=AU/ST=Some-State/O=Internet Widgits Pty Ltd Getting Private key .... ==== This will create a self-signed certificate that can be used for the directives in [.filename]#slapd.conf#, where [.filename]#cert.crt# and [.filename]#cacert.crt# are the same file. If you are going to use many OpenLDAP servers (for replication via `slurpd`) you will want to see crossref:ldap-auth[ssl-ca, OpenSSL Certificates for LDAP] to generate a CA key and use it to sign individual server certificates. Once this is done, put the following in [.filename]#/etc/rc.conf#: [.programlisting] .... slapd_enable="YES" .... Then run `/usr/local/etc/rc.d/slapd start`. This should start OpenLDAP. Confirm that it is listening on 389 with [source,shell] .... % sockstat -4 -p 389 ldap slapd 3261 7 tcp4 *:389 *:* .... [[ldap-connect-client]] ==== Configuring the Client Install the package:net/openldap26-client[] port for the OpenLDAP libraries. The client machines will always have OpenLDAP libraries since that is all package:security/pam_ldap[] and package:net/nss_ldap[] support, at least for the moment. The configuration file for the OpenLDAP libraries is [.filename]#/usr/local/etc/openldap/ldap.conf#. Edit this file to contain the following values: [.programlisting] .... base dc=example,dc=org uri ldap://server.example.org/ ssl start_tls tls_cacert /path/to/your/cacert.crt .... [NOTE] ==== It is important that your clients have access to [.filename]#cacert.crt#, otherwise they will not be able to connect. ==== [NOTE] ==== There are two files called [.filename]#ldap.conf#. The first is this file, which is for the OpenLDAP libraries and defines how to talk to the server. The second is [.filename]#/usr/local/etc/ldap.conf#, and is for pam_ldap. ==== At this point you should be able to run `ldapsearch -Z` on the client machine; `-Z` means "use TLS". If you encounter an error, then something is configured wrong; most likely it is your certificates. Use man:openssl[1]'s `s_client` and `s_server` to ensure you have them configured and signed properly. [[ldap-database]] === Entries in the Database Authentication against an LDAP directory is generally accomplished by attempting to bind to the directory as the connecting user. This is done by establishing a "simple" bind on the directory with the user name supplied. If there is an entry with the `uid` equal to the user name and that entry's `userPassword` attribute matches the password supplied, then the bind is successful. The first thing we have to do is figure out is where in the directory our users will live. The base entry for our database is `dc=example,dc=org`. The default location for users that most clients seem to expect is something like `ou=people,_base_`, so that is what will be used here. However keep in mind that this is configurable. So the ldif entry for the `people` organizational unit will look like: [.programlisting] .... dn: ou=people,dc=example,dc=org objectClass: top objectClass: organizationalUnit ou: people .... All users will be created as subentries of this organizational unit. Some thought might be given to the object class your users will belong to. Most tools by default will use `people`, which is fine if you simply want to provide entries against which to authenticate. However, if you are going to store user information in the LDAP database as well, you will probably want to use `inetOrgPerson`, which has many useful attributes. In either case, the relevant schemas need to be loaded in [.filename]#slapd.conf#. For this example we will use the `person` object class. If you are using `inetOrgPerson`, the steps are basically identical, except that the `sn` attribute is required. To add a test-user named `tuser`, the ldif would be: [.programlisting] .... dn: uid=tuser,ou=people,dc=example,dc=org objectClass: person objectClass: posixAccount objectClass: shadowAccount objectClass: top uidNumber: 10000 gidNumber: 10000 homeDirectory: /home/tuser loginShell: /bin/csh uid: tuser cn: tuser .... I start my LDAP users' UIDs at 10000 to avoid collisions with system accounts; you can configure whatever number you wish here, as long as it is less than 65536. We also need group entries. They are as configurable as user entries, but we will use the defaults below: [.programlisting] .... dn: ou=groups,dc=example,dc=org objectClass: top objectClass: organizationalUnit ou: groups dn: cn=tuser,ou=groups,dc=example,dc=org objectClass: posixGroup objectClass: top gidNumber: 10000 cn: tuser .... To enter these into your database, you can use `slapadd` or `ldapadd` on a file containing these entries. Alternatively, you can use package:sysutils/ldapvi[]. The `ldapsearch` utility on the client machine should now return these entries. If it does, your database is properly configured to be used as an LDAP authentication server. [[client]] == Client Configuration The client should already have OpenLDAP libraries from -crossref:ldap-auth[ldap-connect-client], but if you are installing several client machines you will need to install package:net/openldap26-client[] on each of them. +crossref:ldap-auth[ldap-connect-client,Configuring the Client], but if you are installing several client machines you will need to install package:net/openldap26-client[] on each of them. FreeBSD requires two ports to be installed to authenticate against an LDAP server, package:security/pam_ldap[] and package:net/nss_ldap[]. [[client-auth]] === Authentication package:security/pam_ldap[] is configured via [.filename]#/usr/local/etc/ldap.conf#. [NOTE] ==== This is a _different file_ than the OpenLDAP library functions' configuration file, [.filename]#/usr/local/etc/openldap/ldap.conf#; however, it takes many of the same options; in fact it is a superset of that file. For the rest of this section, references to [.filename]#ldap.conf# will mean [.filename]#/usr/local/etc/ldap.conf#. ==== Thus, we will want to copy all of our original configuration parameters from [.filename]#openldap/ldap.conf# to the new [.filename]#ldap.conf#. Once this is done, we want to tell package:security/pam_ldap[] what to look for on the directory server. We are identifying our users with the `uid` attribute. To configure this (though it is the default), set the `pam_login_attribute` directive in [.filename]#ldap.conf#: [[set-pam-login-attr]] .Setting `pam_login_attribute` [example] ==== [.programlisting] .... pam_login_attribute uid .... ==== With this set, package:security/pam_ldap[] will search the entire LDAP directory under `base` for the value `uid=_username_`. If it finds one and only one entry, it will attempt to bind as that user with the password it was given. If it binds correctly, then it will allow access. Otherwise it will fail. Users whose shell is not in [.filename]#/etc/shells# will not be able to log in. This is particularly important when Bash is set as the user shell on the LDAP server. Bash is not included with a default installation of FreeBSD. When installed from a package or port, it is located at [.filename]#/usr/local/bin/bash#. Verify that the path to the shell on the server is set correctly: [source,shell] .... % getent passwd username .... There are two choices when the output shows `/bin/bash` in the last column. The first is to change the user's entry on the LDAP server to [.filename]#/usr/local/bin/bash#. The second option is to create a symlink on the LDAP client computer so Bash is found at the correct location: [source,shell] .... # ln -s /usr/local/bin/bash /bin/bash .... Make sure that [.filename]#/etc/shells# contains entries for both `/usr/local/bin/bash` and `/bin/bash`. The user will then be able to log in to the system with Bash as their shell. [[client-auth-pam]] ==== PAM PAM, which stands for "Pluggable Authentication Modules", is the method by which FreeBSD authenticates most of its sessions. To tell FreeBSD we wish to use an LDAP server, we will have to add a line to the appropriate PAM file. Most of the time the appropriate PAM file is [.filename]#/etc/pam.d/sshd#, if you want to use SSH (remember to set the relevant options in [.filename]#/etc/ssh/sshd_config#, otherwise SSH will not use PAM). To use PAM for authentication, add the line [.programlisting] .... auth sufficient /usr/local/lib/pam_ldap.so no_warn .... Exactly where this line shows up in the file and which options appear in the fourth column determine the exact behavior of the authentication mechanism; see man:pam[d] With this configuration you should be able to authenticate a user against an LDAP directory. PAM will perform a bind with your credentials, and if successful will tell SSH to allow access. However it is not a good idea to allow _every_ user in the directory into _every_ client machine. With the current configuration, all that a user needs to log into a machine is an LDAP entry. Fortunately there are a few ways to restrict user access. [.filename]#ldap.conf# supports a `pam_groupdn` directive; every account that connects to this machine needs to be a member of the group specified here. For example, if you have [.programlisting] .... pam_groupdn cn=servername,ou=accessgroups,dc=example,dc=org .... in [.filename]#ldap.conf#, then only members of that group will be able to log in. There are a few things to bear in mind, however. Members of this group are specified in one or more `memberUid` attributes, and each attribute must have the full distinguished name of the member. So `memberUid: someuser` will not work; it must be: [.programlisting] .... memberUid: uid=someuser,ou=people,dc=example,dc=org .... Additionally, this directive is not checked in PAM during authentication, it is checked during account management, so you will need a second line in your PAM files under `account`. This will require, in turn, _every_ user to be listed in the group, which is not necessarily what we want. To avoid blocking users that are not in LDAP, you should enable the `ignore_unknown_user` attribute. Finally, you should set the `ignore_authinfo_unavail` option so that you are not locked out of every computer when the LDAP server is unavailable. Your [.filename]#pam.d/sshd# might then end up looking like this: [[pam]] .Sample [.filename]#pam.d/sshd# [example] ==== [.programlisting] .... auth required pam_nologin.so no_warn auth sufficient pam_opie.so no_warn no_fake_prompts auth requisite pam_opieaccess.so no_warn allow_local auth sufficient /usr/local/lib/pam_ldap.so no_warn auth required pam_unix.so no_warn try_first_pass account required pam_login_access.so account required /usr/local/lib/pam_ldap.so no_warn ignore_authinfo_unavail ignore_unknown_user .... ==== [NOTE] ==== Since we are adding these lines specifically to [.filename]#pam.d/sshd#, this will only have an effect on SSH sessions. LDAP users will be unable to log in at the console. To change this behavior, examine the other files in [.filename]#/etc/pam.d# and modify them accordingly. ==== [[client-nss]] === Name Service Switch NSS is the service that maps attributes to names. So, for example, if a file is owned by user `1001`, an application will query NSS for the name of `1001`, and it might get `bob` or `ted` or whatever the user's name is. Now that our user information is kept in LDAP, we need to tell NSS to look there when queried. The package:net/nss_ldap[] port does this. It uses the same configuration file as package:security/pam_ldap[], and should not need any extra parameters once it is installed. Instead, what is left is simply to edit [.filename]#/etc/nsswitch.conf# to take advantage of the directory. Simply replace the following lines: [.programlisting] .... group: compat passwd: compat .... with [.programlisting] .... group: files ldap passwd: files ldap .... This will allow you to map usernames to UIDs and UIDs to usernames. Congratulations! You should now have working LDAP authentication. [[caveats]] === Caveats Unfortunately, as of the time this was written FreeBSD did not support changing user passwords with man:passwd[1]. As a result of this, most administrators are left to implement a solution themselves. I provide some examples here. Note that if you write your own password change script, there are some security issues you should be made aware of; see crossref:ldap-auth[security-passwd, Password Storage] [[chpw-shell]] .Shell Script for Changing Passwords [example] ==== [.programlisting] .... #!/bin/sh stty -echo read -p "Old Password: " oldp; echo read -p "New Password: " np1; echo read -p "Retype New Password: " np2; echo stty echo if [ "$np1" != "$np2" ]; then echo "Passwords do not match." exit 1 fi ldappasswd -D uid="$USER",ou=people,dc=example,dc=org \ -w "$oldp" \ -a "$oldp" \ -s "$np1" .... ==== [CAUTION] ==== This script does hardly any error checking, but more important it is very cavalier about how it stores your passwords. If you do anything like this, at least adjust the `security.bsd.see_other_uids` sysctl value: [source,shell] .... # sysctl security.bsd.see_other_uids=0 .... ==== A more flexible (and probably more secure) approach can be used by writing a custom program, or even a web interface. The following is part of a Ruby library that can change LDAP passwords. It sees use both on the command line, and on the web. [[chpw-ruby]] .Ruby Script for Changing Passwords [example] ==== [.programlisting] .... require 'ldap' require 'base64' require 'digest' require 'password' # ruby-password ldap_server = "ldap.example.org" luser = "uid=#{ENV['USER']},ou=people,dc=example,dc=org" # get the new password, check it, and create a salted hash from it def get_password pwd1 = Password.get("New Password: ") pwd2 = Password.get("Retype New Password: ") raise if pwd1 != pwd2 pwd1.check # check password strength salt = rand.to_s.gsub(/0\./, '') pass = pwd1.to_s hash = "{SSHA}"+Base64.encode64(Digest::SHA1.digest("#{pass}#{salt}")+salt).chomp! return hash end oldp = Password.get("Old Password: ") newp = get_password # We'll just replace it. That we can bind proves that we either know # the old password or are an admin. replace = LDAP::Mod.new(LDAP::LDAP_MOD_REPLACE | LDAP::LDAP_MOD_BVALUES, "userPassword", [newp]) conn = LDAP::SSLConn.new(ldap_server, 389, true) conn.set_option(LDAP::LDAP_OPT_PROTOCOL_VERSION, 3) conn.bind(luser, oldp) conn.modify(luser, [replace]) .... ==== Although not guaranteed to be free of security holes (the password is kept in memory, for example) this is cleaner and more flexible than a simple `sh` script. [[secure]] == Security Considerations Now that your machines (and possibly other services) are authenticating against your LDAP server, this server needs to be protected at least as well as [.filename]#/etc/master.passwd# would be on a regular server, and possibly even more so since a broken or cracked LDAP server would break every client service. Remember, this section is not exhaustive. You should continually review your configuration and procedures for improvements. [[secure-readonly]] === Setting Attributes Read-only Several attributes in LDAP should be read-only. If left writable by the user, for example, a user could change his `uidNumber` attribute to `0` and get `root` access! To begin with, the `userPassword` attribute should not be world-readable. By default, anyone who can connect to the LDAP server can read this attribute. To disable this, put the following in [.filename]#slapd.conf#: [[hide-userpass]] .Hide Passwords [example] ==== [.programlisting] .... access to dn.subtree="ou=people,dc=example,dc=org" attrs=userPassword by self write by anonymous auth by * none access to * by self write by * read .... ==== This will disallow reading of the `userPassword` attribute, while still allowing users to change their own passwords. Additionally, you'll want to keep users from changing some of their own attributes. By default, users can change any attribute (except for those which the LDAP schemas themselves deny changes), such as `uidNumber`. To close this hole, modify the above to [[attrib-readonly]] .Read-only Attributes [example] ==== [.programlisting] .... access to dn.subtree="ou=people,dc=example,dc=org" attrs=userPassword by self write by anonymous auth by * none access to attrs=homeDirectory,uidNumber,gidNumber by * read access to * by self write by * read .... ==== This will stop users from being able to masquerade as other users. [[secure-root]] === `root` Account Definition Often the `root` or manager account for the LDAP service will be defined in the configuration file. OpenLDAP supports this, for example, and it works, but it can lead to trouble if [.filename]#slapd.conf# is compromised. It may be better to use this only to bootstrap yourself into LDAP, and then define a `root` account there. Even better is to define accounts that have limited permissions, and omit a `root` account entirely. For example, users that can add or remove user accounts are added to one group, but they cannot themselves change the membership of this group. Such a security policy would help mitigate the effects of a leaked password. [[manager-acct]] ==== Creating a Management Group Say you want your IT department to be able to change home directories for users, but you do not want all of them to be able to add or remove users. The way to do this is to add a group for these admins: [[manager-acct-dn]] .Creating a Management Group [example] ==== [.programlisting] .... dn: cn=homemanagement,dc=example,dc=org objectClass: top objectClass: posixGroup cn: homemanagement gidNumber: 121 # required for posixGroup memberUid: uid=tuser,ou=people,dc=example,dc=org memberUid: uid=user2,ou=people,dc=example,dc=org .... ==== And then change the permissions attributes in [.filename]#slapd.conf#: [[management-acct-acl]] .ACLs for a Home Directory Management Group [example] ==== [.programlisting] .... access to dn.subtree="ou=people,dc=example,dc=org" attr=homeDirectory by dn="cn=homemanagement,dc=example,dc=org" dnattr=memberUid write .... ==== Now `tuser` and `user2` can change other users' home directories. In this example we have given a subset of administrative power to certain users without giving them power in other domains. The idea is that soon no single user account has the power of a `root` account, but every power root had is had by at least one user. The `root` account then becomes unnecessary and can be removed. [[security-passwd]] === Password Storage By default OpenLDAP will store the value of the `userPassword` attribute as it stores any other data: in the clear. Most of the time it is base 64 encoded, which provides enough protection to keep an honest administrator from knowing your password, but little else. It is a good idea, then, to store passwords in a more secure format, such as SSHA (salted SHA). This is done by whatever program you use to change users' passwords. :sectnums!: [appendix] [[useful]] == Useful Aids There are a few other programs that might be useful, particularly if you have many users and do not want to configure everything manually. package:security/pam_mkhomedir[] is a PAM module that always succeeds; its purpose is to create home directories for users which do not have them. If you have dozens of client servers and hundreds of users, it is much easier to use this and set up skeleton directories than to prepare every home directory. package:sysutils/ldapvi[] is a great utility for editing LDAP values in an LDIF-like syntax. The directory (or subsection of the directory) is presented in the editor chosen by the `EDITOR` environment variable. This makes it easy to enable large-scale changes in the directory without having to write a custom tool. package:security/openssh-portable[] has the ability to contact an LDAP server to verify SSH keys. This is extremely nice if you have many servers and do not want to copy your public keys across all of them. :sectnums!: [appendix] [[ssl-ca]] == OpenSSL Certificates for LDAP If you are hosting two or more LDAP servers, you will probably not want to use self-signed certificates, since each client will have to be configured to work with each certificate. While this is possible, it is not nearly as simple as creating your own certificate authority, and signing your servers' certificates with that. The steps here are presented as they are with very little attempt at explaining what is going on-further explanation can be found in man:openssl[1] and its friends. To create a certificate authority, we simply need a self-signed certificate and key. The steps for this again are [[make-cert]] .Creating a Certificate [example] ==== [source,shell] .... % openssl genrsa -out root.key 1024 % openssl req -new -key root.key -out root.csr % openssl x509 -req -days 1024 -in root.csr -signkey root.key -out root.crt .... ==== These will be your root CA key and certificate. You will probably want to encrypt the key and store it in a cool, dry place; anyone with access to it can masquerade as one of your LDAP servers. Next, using the first two steps above create a key [.filename]#ldap-server-one.key# and certificate signing request [.filename]#ldap-server-one.csr#. Once you sign the signing request with [.filename]#root.key#, you will be able to use [.filename]#ldap-server-one.*# on your LDAP servers. [NOTE] ==== Do not forget to use the fully qualified domain name for the "common name" attribute when generating the certificate signing request; otherwise clients will reject a connection with you, and it can be very tricky to diagnose. ==== To sign the key, use `-CA` and `-CAkey` instead of `-signkey`: [[ca-sign]] .Signing as a Certificate Authority [example] ==== [source,shell] .... % openssl x509 -req -days 1024 \ -in ldap-server-one.csr -CA root.crt -CAkey root.key \ -out ldap-server-one.crt .... ==== The resulting file will be the certificate that you can use on your LDAP servers. Finally, for clients to trust all your servers, distribute [.filename]#root.crt# (the __certificate__, not the key!) to each client, and specify it in the `TLSCACertificateFile` directive in [.filename]#ldap.conf#. diff --git a/documentation/content/en/articles/pam/_index.adoc b/documentation/content/en/articles/pam/_index.adoc index 307690be04..7f6ffe249b 100644 --- a/documentation/content/en/articles/pam/_index.adoc +++ b/documentation/content/en/articles/pam/_index.adoc @@ -1,686 +1,686 @@ --- title: Pluggable Authentication Modules authors: - author: Dag-Erling Smørgrav copyright: 2001-2003 Networks Associates Technology, Inc. description: A guide to the PAM system and modules under FreeBSD trademarks: ["pam", "freebsd", "linux", "opengroup", "sun", "general"] tags: ["pam", "introduction", "authentication", "modules", "FreeBSD"] --- //// Copyright (c) 2001-2003 Networks Associates Technology, Inc. All rights reserved. This software was developed for the FreeBSD Project by ThinkSec AS and Network Associates Laboratories, the Security Research Division of Network Associates, Inc. under DARPA/SPAWAR contract N66001-01-C-8035 ("CBOSS"), as part of the DARPA CHATS research program. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: 1. Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. 2. Redistributions in binary form 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. 3. The name of the author may not be used to endorse or promote products derived from this software without specific prior written permission. THIS SOFTWARE IS PROVIDED BY THE AUTHOR AND CONTRIBUTORS ``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 AUTHOR OR CONTRIBUTORS 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 SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. //// = Pluggable Authentication Modules :doctype: article :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :source-highlighter: rouge :experimental: :images-path: articles/pam/ ifdef::env-beastie[] ifdef::backend-html5[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] :imagesdir: ../../../images/{images-path} :include-path: static/source/articles/pam/ endif::[] ifdef::backend-pdf,backend-epub3[] :include-path: ../../../../static/source/articles/pam/ include::../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] :include-path: ../../../../static/source/articles/pam/ include::../../../../../shared/asciidoctor.adoc[] endif::[] [.abstract-title] Abstract This article describes the underlying principles and mechanisms of the Pluggable Authentication Modules (PAM) library, and explains how to configure PAM, how to integrate PAM into applications, and how to write PAM modules. ''' toc::[] [[pam-intro]] == Introduction The Pluggable Authentication Modules (PAM) library is a generalized API for authentication-related services which allows a system administrator to add new authentication methods simply by installing new PAM modules, and to modify authentication policies by editing configuration files. PAM was defined and developed in 1995 by Vipin Samar and Charlie Lai of Sun Microsystems, and has not changed much since. In 1997, the Open Group published the X/Open Single Sign-on (XSSO) preliminary specification, which standardized the PAM API and added extensions for single (or rather integrated) sign-on. At the time of this writing, this specification has not yet been adopted as a standard. Although this article focuses primarily on FreeBSD 5.x, which uses OpenPAM, it should be equally applicable to FreeBSD 4.x, which uses Linux-PAM, and other operating systems such as Linux and Solaris(TM). [[pam-terms]] == Terms and Conventions [[pam-definitions]] === Definitions The terminology surrounding PAM is rather confused. Neither Samar and Lai's original paper nor the XSSO specification made any attempt at formally defining terms for the various actors and entities involved in PAM, and the terms that they do use (but do not define) are sometimes misleading and ambiguous. The first attempt at establishing a consistent and unambiguous terminology was a whitepaper written by Andrew G. Morgan (author of Linux-PAM) in 1999. While Morgan's choice of terminology was a huge leap forward, it is in this author's opinion by no means perfect. What follows is an attempt, heavily inspired by Morgan, to define precise and unambiguous terms for all actors and entities involved in PAM. account:: The set of credentials the applicant is requesting from the arbitrator. applicant:: The user or entity requesting authentication. arbitrator:: The user or entity who has the privileges necessary to verify the applicant's credentials and the authority to grant or deny the request. chain:: A sequence of modules that will be invoked in response to a PAM request. The chain includes information about the order in which to invoke the modules, what arguments to pass to them, and how to interpret the results. client:: The application responsible for initiating an authentication request on behalf of the applicant and for obtaining the necessary authentication information from him. facility:: One of the four basic groups of functionality provided by PAM: authentication, account management, session management and authentication token update. module:: A collection of one or more related functions implementing a particular authentication facility, gathered into a single (normally dynamically loadable) binary file and identified by a single name. policy:: The complete set of configuration statements describing how to handle PAM requests for a particular service. A policy normally consists of four chains, one for each facility, though some services do not use all four facilities. server:: The application acting on behalf of the arbitrator to converse with the client, retrieve authentication information, verify the applicant's credentials and grant or deny requests. service:: A class of servers providing similar or related functionality and requiring similar authentication. PAM policies are defined on a per-service basis, so all servers that claim the same service name will be subject to the same policy. session:: The context within which service is rendered to the applicant by the server. One of PAM's four facilities, session management, is concerned exclusively with setting up and tearing down this context. token:: A chunk of information associated with the account, such as a password or passphrase, which the applicant must provide to prove his identity. transaction:: A sequence of requests from the same applicant to the same instance of the same server, beginning with authentication and session set-up and ending with session tear-down. [[pam-usage-examples]] === Usage Examples This section aims to illustrate the meanings of some of the terms defined above by way of a handful of simple examples. ==== Client and Server Are One This simple example shows `alice` man:su[1]'ing to `root`. [source,shell] .... % whoami alice % ls -l `which su` -r-sr-xr-x 1 root wheel 10744 Dec 6 19:06 /usr/bin/su % su - Password: xi3kiune # whoami root .... * The applicant is `alice`. * The account is `root`. * The man:su[1] process is both client and server. * The authentication token is `xi3kiune`. * The arbitrator is `root`, which is why man:su[1] is setuid `root`. ==== Client and Server Are Separate The example below shows `eve` try to initiate an man:ssh[1] connection to `login.example.com`, ask to log in as `bob`, and succeed. Bob should have chosen a better password! [source,shell] .... % whoami eve % ssh bob@login.example.com bob@login.example.com's password: % god Last login: Thu Oct 11 09:52:57 2001 from 192.168.0.1 Copyright (c) 1980, 1983, 1986, 1988, 1990, 1991, 1993, 1994 The Regents of the University of California. All rights reserved. FreeBSD 4.4-STABLE (LOGIN) 4: Tue Nov 27 18:10:34 PST 2001 Welcome to FreeBSD! % .... * The applicant is `eve`. * The client is Eve's man:ssh[1] process. * The server is the man:sshd[8] process on `login.example.com` * The account is `bob`. * The authentication token is `god`. * Although this is not shown in this example, the arbitrator is `root`. ==== Sample Policy The following is FreeBSD's default policy for `sshd`: [.programlisting] .... sshd auth required pam_nologin.so no_warn sshd auth required pam_unix.so no_warn try_first_pass sshd account required pam_login_access.so sshd account required pam_unix.so sshd session required pam_lastlog.so no_fail sshd password required pam_permit.so .... * This policy applies to the `sshd` service (which is not necessarily restricted to the man:sshd[8] server.) * `auth`, `account`, `session` and `password` are facilities. * [.filename]#pam_nologin.so#, [.filename]#pam_unix.so#, [.filename]#pam_login_access.so#, [.filename]#pam_lastlog.so# and [.filename]#pam_permit.so# are modules. It is clear from this example that [.filename]#pam_unix.so# provides at least two facilities (authentication and account management.) [[pam-essentials]] == PAM Essentials [[pam-facilities-primitives]] === Facilities and Primitives The PAM API offers six different authentication primitives grouped in four facilities, which are described below. `auth`:: _Authentication._ This facility concerns itself with authenticating the applicant and establishing the account credentials. It provides two primitives: ** man:pam_authenticate[3] authenticates the applicant, usually by requesting an authentication token and comparing it with a value stored in a database or obtained from an authentication server. ** man:pam_setcred[3] establishes account credentials such as user ID, group membership and resource limits. `account`:: _Account management._ This facility handles non-authentication-related issues of account availability, such as access restrictions based on the time of day or the server's work load. It provides a single primitive: ** man:pam_acct_mgmt[3] verifies that the requested account is available. `session`:: _Session management._ This facility handles tasks associated with session set-up and tear-down, such as login accounting. It provides two primitives: ** man:pam_open_session[3] performs tasks associated with session set-up: add an entry in the [.filename]#utmp# and [.filename]#wtmp# databases, start an SSH agent, etc. ** man:pam_close_session[3] performs tasks associated with session tear-down: add an entry in the [.filename]#utmp# and [.filename]#wtmp# databases, stop the SSH agent, etc. `password`:: _Password management._ This facility is used to change the authentication token associated with an account, either because it has expired or because the user wishes to change it. It provides a single primitive: ** man:pam_chauthtok[3] changes the authentication token, optionally verifying that it is sufficiently hard to guess, has not been used previously, etc. [[pam-modules]] === Modules Modules are a very central concept in PAM; after all, they are the "M" in "PAM". A PAM module is a self-contained piece of program code that implements the primitives in one or more facilities for one particular mechanism; possible mechanisms for the authentication facility, for instance, include the UNIX(R) password database, NIS, LDAP and Radius. [[pam-module-naming]] ==== Module Naming FreeBSD implements each mechanism in a single module, named `pam_mechanism.so` (for instance, `pam_unix.so` for the UNIX(R) mechanism.) Other implementations sometimes have separate modules for separate facilities, and include the facility name as well as the mechanism name in the module name. To name one example, Solaris(TM) has a `pam_dial_auth.so.1` module which is commonly used to authenticate dialup users. [[pam-module-versioning]] ==== Module Versioning FreeBSD's original PAM implementation, based on Linux-PAM, did not use version numbers for PAM modules. This would commonly cause problems with legacy applications, which might be linked against older versions of the system libraries, as there was no way to load a matching version of the required modules. OpenPAM, on the other hand, looks for modules that have the same version number as the PAM library (currently 2), and only falls back to an unversioned module if no versioned module could be loaded. Thus legacy modules can be provided for legacy applications, while allowing new (or newly built) applications to take advantage of the most recent modules. Although Solaris(TM) PAM modules commonly have a version number, they are not truly versioned, because the number is a part of the module name and must be included in the configuration. [[pam-chains-policies]] === Chains and Policies When a server initiates a PAM transaction, the PAM library tries to load a policy for the service specified in the man:pam_start[3] call. The policy specifies how authentication requests should be processed, and is defined in a configuration file. This is the other central concept in PAM: the possibility for the admin to tune the system security policy (in the wider sense of the word) simply by editing a text file. A policy consists of four chains, one for each of the four PAM facilities. Each chain is a sequence of configuration statements, each specifying a module to invoke, some (optional) parameters to pass to the module, and a control flag that describes how to interpret the return code from the module. Understanding the control flags is essential to understanding PAM configuration files. There are four different control flags: `binding`:: If the module succeeds and no earlier module in the chain has failed, the chain is immediately terminated and the request is granted. If the module fails, the rest of the chain is executed, but the request is ultimately denied. + This control flag was introduced by Sun in Solaris(TM) 9 (SunOS(TM) 5.9), and is also supported by OpenPAM. `required`:: If the module succeeds, the rest of the chain is executed, and the request is granted unless some other module fails. If the module fails, the rest of the chain is also executed, but the request is ultimately denied. `requisite`:: If the module succeeds, the rest of the chain is executed, and the request is granted unless some other module fails. If the module fails, the chain is immediately terminated and the request is denied. `sufficient`:: If the module succeeds and no earlier module in the chain has failed, the chain is immediately terminated and the request is granted. If the module fails, the module is ignored and the rest of the chain is executed. + As the semantics of this flag may be somewhat confusing, especially when it is used for the last module in a chain, it is recommended that the `binding` control flag be used instead if the implementation supports it. `optional`:: The module is executed, but its result is ignored. If all modules in a chain are marked `optional`, all requests will always be granted. When a server invokes one of the six PAM primitives, PAM retrieves the chain for the facility the primitive belongs to, and invokes each of the modules listed in the chain, in the order they are listed, until it reaches the end, or determines that no further processing is necessary (either because a `binding` or `sufficient` module succeeded, or because a `requisite` module failed.) The request is granted if and only if at least one module was invoked, and all non-optional modules succeeded. Note that it is possible, though not very common, to have the same module listed several times in the same chain. For instance, a module that looks up user names and passwords in a directory server could be invoked multiple times with different parameters specifying different directory servers to contact. PAM treat different occurrences of the same module in the same chain as different, unrelated modules. [[pam-transactions]] === Transactions The lifecycle of a typical PAM transaction is described below. Note that if any of these steps fails, the server should report a suitable error message to the client and abort the transaction. . If necessary, the server obtains arbitrator credentials through a mechanism independent of PAM-most commonly by virtue of having been started by `root`, or of being setuid `root`. . The server calls man:pam_start[3] to initialize the PAM library and specify its service name and the target account, and register a suitable conversation function. . The server obtains various information relating to the transaction (such as the applicant's user name and the name of the host the client runs on) and submits it to PAM using man:pam_set_item[3]. . The server calls man:pam_authenticate[3] to authenticate the applicant. . The server calls man:pam_acct_mgmt[3] to verify that the requested account is available and valid. If the password is correct but has expired, man:pam_acct_mgmt[3] will return `PAM_NEW_AUTHTOK_REQD` instead of `PAM_SUCCESS`. . If the previous step returned `PAM_NEW_AUTHTOK_REQD`, the server now calls man:pam_chauthtok[3] to force the client to change the authentication token for the requested account. . Now that the applicant has been properly authenticated, the server calls man:pam_setcred[3] to establish the credentials of the requested account. It is able to do this because it acts on behalf of the arbitrator, and holds the arbitrator's credentials. . Once the correct credentials have been established, the server calls man:pam_open_session[3] to set up the session. . The server now performs whatever service the client requested-for instance, provide the applicant with a shell. . Once the server is done serving the client, it calls man:pam_close_session[3] to tear down the session. . Finally, the server calls man:pam_end[3] to notify the PAM library that it is done and that it can release whatever resources it has allocated in the course of the transaction. [[pam-config]] == PAM Configuration [[pam-config-file]] === PAM Policy Files [[pam-config-pam.conf]] ==== The [.filename]#/etc/pam.conf# The traditional PAM policy file is [.filename]#/etc/pam.conf#. This file contains all the PAM policies for your system. Each line of the file describes one step in a chain, as shown below: [.programlisting] .... login auth required pam_nologin.so no_warn .... The fields are, in order: service name, facility name, control flag, module name, and module arguments. Any additional fields are interpreted as additional module arguments. A separate chain is constructed for each service / facility pair, so while the order in which lines for the same service and facility appear is significant, the order in which the individual services and facilities are listed is not. The examples in the original PAM paper grouped configuration lines by facility, and the Solaris(TM) stock [.filename]#pam.conf# still does that, but FreeBSD's stock configuration groups configuration lines by service. Either way is fine; either way makes equal sense. [[pam-config-pam.d]] ==== The [.filename]#/etc/pam.d# OpenPAM and Linux-PAM support an alternate configuration mechanism, which is the preferred mechanism in FreeBSD. In this scheme, each policy is contained in a separate file bearing the name of the service it applies to. These files are stored in [.filename]#/etc/pam.d/#. These per-service policy files have only four fields instead of [.filename]#pam.conf#'s five: the service name field is omitted. Thus, instead of the sample [.filename]#pam.conf# line from the previous section, one would have the following line in [.filename]#/etc/pam.d/login#: [.programlisting] .... auth required pam_nologin.so no_warn .... As a consequence of this simplified syntax, it is possible to use the same policy for multiple services by linking each service name to a same policy file. For instance, to use the same policy for the `su` and `sudo` services, one could do as follows: [source,shell] .... # cd /etc/pam.d # ln -s su sudo .... This works because the service name is determined from the file name rather than specified in the policy file, so the same file can be used for multiple differently-named services. Since each service's policy is stored in a separate file, the [.filename]#pam.d# mechanism also makes it very easy to install additional policies for third-party software packages. [[pam-config-file-order]] ==== The Policy Search Order As we have seen above, PAM policies can be found in a number of places. What happens if policies for the same service exist in multiple places? It is essential to understand that PAM's configuration system is centered on chains. [[pam-config-breakdown]] === Breakdown of a Configuration Line -As explained in crossref:pam[pam-config-file], each line in [.filename]#/etc/pam.conf# consists of four or more fields: the service name, the facility name, the control flag, the module name, and zero or more module arguments. +As explained in crossref:pam[pam-config-file, PAM Policy Files], each line in [.filename]#/etc/pam.conf# consists of four or more fields: the service name, the facility name, the control flag, the module name, and zero or more module arguments. The service name is generally (though not always) the name of the application the statement applies to. If you are unsure, refer to the individual application's documentation to determine what service name it uses. Note that if you use [.filename]#/etc/pam.d/# instead of [.filename]#/etc/pam.conf#, the service name is specified by the name of the policy file, and omitted from the actual configuration lines, which then start with the facility name. The facility is one of the four facility keywords described in crossref:pam[pam-facilities-primitives, Facilities and Primitives]. Likewise, the control flag is one of the four keywords described in crossref:pam[pam-chains-policies, Chains and Policies], describing how to interpret the return code from the module. Linux-PAM supports an alternate syntax that lets you specify the action to associate with each possible return code, but this should be avoided as it is non-standard and closely tied in with the way Linux-PAM dispatches service calls (which differs greatly from the way Solaris(TM) and OpenPAM do it.) Unsurprisingly, OpenPAM does not support this syntax. [[pam-policies]] === Policies To configure PAM correctly, it is essential to understand how policies are interpreted. When an application calls man:pam_start[3], the PAM library loads the policy for the specified service and constructs four module chains (one for each facility.) If one or more of these chains are empty, the corresponding chains from the policy for the `other` service are substituted. When the application later calls one of the six PAM primitives, the PAM library retrieves the chain for the corresponding facility and calls the appropriate service function in each module listed in the chain, in the order in which they were listed in the configuration. After each call to a service function, the module type and the error code returned by the service function are used to determine what happens next. With a few exceptions, which we discuss below, the following table applies: .PAM Chain Execution Summary [cols="1,1,1,1", options="header"] |=== | | PAM_SUCCESS | PAM_IGNORE | other |binding |if (!fail) break; |- |fail = true; |required |- |- |fail = true; |requisite |- |- |fail = true; break; |sufficient |if (!fail) break; |- |- |optional |- |- |- |=== If `fail` is true at the end of a chain, or when a "break" is reached, the dispatcher returns the error code returned by the first module that failed. Otherwise, it returns `PAM_SUCCESS`. The first exception of note is that the error code `PAM_NEW_AUTHTOK_REQD` is treated like a success, except that if no module failed, and at least one module returned `PAM_NEW_AUTHTOK_REQD`, the dispatcher will return `PAM_NEW_AUTHTOK_REQD`. The second exception is that man:pam_setcred[3] treats `binding` and `sufficient` modules as if they were `required`. The third and final exception is that man:pam_chauthtok[3] runs the entire chain twice (once for preliminary checks and once to actually set the password), and in the preliminary phase it treats `binding` and `sufficient` modules as if they were `required`. [[pam-freebsd-modules]] == FreeBSD PAM Modules [[pam-modules-deny]] === man:pam_deny[8] The man:pam_deny[8] module is one of the simplest modules available; it responds to any request with `PAM_AUTH_ERR`. It is useful for quickly disabling a service (add it to the top of every chain), or for terminating chains of `sufficient` modules. [[pam-modules-echo]] === man:pam_echo[8] The man:pam_echo[8] module simply passes its arguments to the conversation function as a `PAM_TEXT_INFO` message. It is mostly useful for debugging, but can also serve to display messages such as "Unauthorized access will be prosecuted" before starting the authentication procedure. [[pam-modules-exec]] === man:pam_exec[8] The man:pam_exec[8] module takes its first argument to be the name of a program to execute, and the remaining arguments are passed to that program as command-line arguments. One possible application is to use it to run a program at login time which mounts the user's home directory. [[pam-modules-ftpusers]] === man:pam_ftpusers[8] The man:pam_ftpusers[8] module [[pam-modules-group]] === man:pam_group[8] The man:pam_group[8] module accepts or rejects applicants on the basis of their membership in a particular file group (normally `wheel` for man:su[1]). It is primarily intended for maintaining the traditional behavior of BSD man:su[1], but has many other uses, such as excluding certain groups of users from a particular service. [[pam-modules-guest]] === man:pam_guest[8] The man:pam_guest[8] module allows guest logins using fixed login names. Various requirements can be placed on the password, but the default behavior is to allow any password as long as the login name is that of a guest account. The man:pam_guest[8] module can easily be used to implement anonymous FTP logins. [[pam-modules-krb5]] === man:pam_krb5[8] The man:pam_krb5[8] module [[pam-modules-ksu]] === man:pam_ksu[8] The man:pam_ksu[8] module [[pam-modules-lastlog]] === man:pam_lastlog[8] The man:pam_lastlog[8] module [[pam-modules-login-access]] === man:pam_login_access[8] The man:pam_login_access[8] module provides an implementation of the account management primitive which enforces the login restrictions specified in the man:login.access[5] table. [[pam-modules-nologin]] === man:pam_nologin[8] The man:pam_nologin[8] module refuses non-root logins when [.filename]#/var/run/nologin# exists. This file is normally created by man:shutdown[8] when less than five minutes remain until the scheduled shutdown time. [[pam-modules-passwdqc]] === man:pam_passwdqc[8] The man:pam_passwdqc[8] module [[pam-modules-permit]] === man:pam_permit[8] The man:pam_permit[8] module is one of the simplest modules available; it responds to any request with `PAM_SUCCESS`. It is useful as a placeholder for services where one or more chains would otherwise be empty. [[pam-modules-radius]] === man:pam_radius[8] The man:pam_radius[8] module [[pam-modules-rhosts]] === man:pam_rhosts[8] The man:pam_rhosts[8] module [[pam-modules-rootok]] === man:pam_rootok[8] The man:pam_rootok[8] module reports success if and only if the real user id of the process calling it (which is assumed to be run by the applicant) is 0. This is useful for non-networked services such as man:su[1] or man:passwd[1], to which the `root` should have automatic access. [[pam-modules-securetty]] === man:pam_securetty[8] The man:pam_securetty[8] module [[pam-modules-self]] === man:pam_self[8] The man:pam_self[8] module reports success if and only if the names of the applicant matches that of the target account. It is most useful for non-networked services such as man:su[1], where the identity of the applicant can be easily verified. [[pam-modules-ssh]] === man:pam_ssh[8] The man:pam_ssh[8] module provides both authentication and session services. The authentication service allows users who have passphrase-protected SSH secret keys in their [.filename]#~/.ssh# directory to authenticate themselves by typing their passphrase. The session service starts man:ssh-agent[1] and preloads it with the keys that were decrypted in the authentication phase. This feature is particularly useful for local logins, whether in X (using man:xdm[8] or another PAM-aware X login manager) or at the console. [[pam-modules-tacplus]] === man:pam_tacplus[8] The man:pam_tacplus[8] module [[pam-modules-unix]] === man:pam_unix[8] The man:pam_unix[8] module implements traditional UNIX(R) password authentication, using man:getpwnam[3] to obtain the target account's password and compare it with the one provided by the applicant. It also provides account management services (enforcing account and password expiration times) and password-changing services. This is probably the single most useful module, as the great majority of admins will want to maintain historical behavior for at least some services. [[pam-appl-prog]] == PAM Application Programming This section has not yet been written. [[pam-module-prog]] == PAM Module Programming This section has not yet been written. :sectnums!: [appendix] [[pam-sample-appl]] == Sample PAM Application The following is a minimal implementation of man:su[1] using PAM. Note that it uses the OpenPAM-specific man:openpam_ttyconv[3] conversation function, which is prototyped in [.filename]#security/openpam.h#. If you wish build this application on a system with a different PAM library, you will have to provide your own conversation function. A robust conversation function is surprisingly difficult to implement; the one presented in crossref:pam[pam-sample-conv, Sample PAM Conversation Function] is a good starting point, but should not be used in real-world applications. [.programlisting] .... include::{include-path}su.c[] .... :sectnums!: [appendix] [[pam-sample-module]] == Sample PAM Module The following is a minimal implementation of man:pam_unix[8], offering only authentication services. It should build and run with most PAM implementations, but takes advantage of OpenPAM extensions if available: note the use of man:pam_get_authtok[3], which enormously simplifies prompting the user for a password. [.programlisting] .... include::{include-path}pam_unix.c[] .... :sectnums!: [appendix] [[pam-sample-conv]] == Sample PAM Conversation Function The conversation function presented below is a greatly simplified version of OpenPAM's man:openpam_ttyconv[3]. It is fully functional, and should give the reader a good idea of how a conversation function should behave, but it is far too simple for real-world use. Even if you are not using OpenPAM, feel free to download the source code and adapt man:openpam_ttyconv[3] to your uses; we believe it to be as robust as a tty-oriented conversation function can reasonably get. [.programlisting] .... include::{include-path}converse.c[] .... :sectnums!: [[pam-further]] == Further Reading === Papers Making Login Services Independent of Authentication Technologies Vipin Samar. Charlie Lai. Sun Microsystems. _link:https://pubs.opengroup.org/onlinepubs/8329799/toc.htm[X/Open Single Sign-on Preliminary Specification]_. The Open Group. 1-85912-144-6. June 1997. _link:https://mirrors.kernel.org/pub/linux/libs/pam/pre/doc/draft-morgan-pam-07.txt[Pluggable Authentication Modules]_. Andrew G. Morgan. 1999-10-06. === User Manuals _link:https://docs.oracle.com/cd/E26505_01/html/E27224/pam-1.html[PAM Administration]_. Sun Microsystems. === Related Web Pages _link:https://www.openpam.org/[OpenPAM homepage]_ Dag-Erling Smørgrav. ThinkSec AS. _link:http://www.kernel.org/pub/linux/libs/pam/[Linux-PAM homepage]_ Andrew Morgan. _Solaris PAM homepage_. Sun Microsystems. diff --git a/documentation/content/en/books/design-44bsd/_index.adoc b/documentation/content/en/books/design-44bsd/_index.adoc index b3b86c58b7..08af1a53e6 100644 --- a/documentation/content/en/books/design-44bsd/_index.adoc +++ b/documentation/content/en/books/design-44bsd/_index.adoc @@ -1,867 +1,867 @@ --- title: The Design and Implementation of the 4.4BSD Operating System authors: - author: Marshall Kirk McKusick - author: Keith Bostic - author: Michael J. Karels - author: John S. Quarterman copyright: 1996 Addison-Wesley Longman, Inc description: Donated by Addison-Wesley, provides a design overview of 4.4BSD, from which FreeBSD was originally derived trademarks: ["design-44bsd"] bookOrder: 60 tags: ["4.4BSD", "design", "operating system", "BSD", "UNIX"] layout: single --- = The Design and Implementation of the 4.4BSD Operating System :doctype: book :toc: macro :toclevels: 2 :icons: font :sectnums: :sectnumlevels: 6 :partnums: :sectnumoffset: 2 :source-highlighter: rouge :experimental: :images-path: books/design-44bsd/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../images/{images-path} include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] include::../../../../../shared/asciidoctor.adoc[] endif::[] ''' toc::[] [[overview]] == Design Overview of 4.4BSD [[overview-facilities]] === 4.4BSD Facilities and the Kernel The 4.4BSD kernel provides four basic facilities: processes, a filesystem, communications, and system startup. This section outlines where each of these four basic services is described in this book. . Processes constitute a thread of control in an address space. Mechanisms for creating, terminating, and otherwise controlling processes are described in Chapter 4. The system multiplexes separate virtual-address spaces for each process; this memory management is discussed in Chapter 5. . The user interface to the filesystem and devices is similar; common aspects are discussed in Chapter 6. The filesystem is a set of named files, organized in a tree-structured hierarchy of directories, and of operations to manipulate them, as presented in Chapter 7. Files reside on physical media such as disks. 4.4BSD supports several organizations of data on the disk, as set forth in Chapter 8. Access to files on remote machines is the subject of Chapter 9. Terminals are used to access the system; their operation is the subject of Chapter 10. . Communication mechanisms provided by traditional UNIX systems include simplex reliable byte streams between related processes (see pipes, Section 11.1), and notification of exceptional events (see signals, Section 4.7). 4.4BSD also has a general interprocess-communication facility. This facility, described in Chapter 11, uses access mechanisms distinct from those of the filesystem, but, once a connection is set up, a process can access it as though it were a pipe. There is a general networking framework, discussed in Chapter 12, that is normally used as a layer underlying the IPC facility. Chapter 13 describes a particular networking implementation in detail. . Any real operating system has operational issues, such as how to start it running. Startup and operational issues are described in Chapter 14. Sections 2.3 through 2.14 present introductory material related to Chapters 3 through 14. We shall define terms, mention basic system calls, and explore historical developments. Finally, we shall give the reasons for many major design decisions. ==== The Kernel The _kernel_ is the part of the system that runs in protected mode and mediates access by all user programs to the underlying hardware (e.g., CPU, disks, terminals, network links) and software constructs (e.g., filesystem, network protocols). The kernel provides the basic system facilities; it creates and manages processes, and provides functions to access the filesystem and communication facilities. These functions, called _system calls_ appear to user processes as library subroutines. These system calls are the only interface that processes have to these facilities. Details of the system-call mechanism are given in Chapter 3, as are descriptions of several kernel mechanisms that do not execute as the direct result of a process doing a system call. A _kernel_ in traditional operating-system terminology, is a small nucleus of software that provides only the minimal facilities necessary for implementing additional operating-system services. In contemporary research operating systems -- such as Chorus crossref:design-44bsd[biblio-rozier, [Rozier et al, 1988]], Mach crossref:design-44bsd[biblio-accetta, [Accetta et al, 1986]], Tunis crossref:design-44bsd[biblio-ewens, [Ewens et al, 1985]], and the V Kernel crossref:design-44bsd[biblio-cheriton, [Cheriton, 1988]] -- this division of functionality is more than just a logical one. Services such as filesystems and networking protocols are implemented as client application processes of the nucleus or kernel. The 4.4BSD kernel is not partitioned into multiple processes. This basic design decision was made in the earliest versions of UNIX. The first two implementations by Ken Thompson had no memory mapping, and thus made no hardware-enforced distinction between user and kernel space crossref:design-44bsd[biblio-ritchie, [Ritchie, 1988]]. A message-passing system could have been implemented as readily as the actually implemented model of kernel and user processes. The monolithic kernel was chosen for simplicity and performance. And the early kernels were small; the inclusion of facilities such as networking into the kernel has increased its size. The current trend in operating-systems research is to reduce the kernel size by placing such services in user space. Users ordinarily interact with the system through a command-language interpreter, called a _shell_, and perhaps through additional user application programs. Such programs and the shell are implemented with processes. Details of such programs are beyond the scope of this book, which instead concentrates almost exclusively on the kernel. Sections 2.3 and 2.4 describe the services provided by the 4.4BSD kernel, and give an overview of the latter's design. Later chapters describe the detailed design and implementation of these services as they appear in 4.4BSD. [[overview-kernel-organization]] === Kernel Organization In this section, we view the organization of the 4.4BSD kernel in two ways: [arabic] . As a static body of software, categorized by the functionality offered by the modules that make up the kernel . By its dynamic operation, categorized according to the services provided to users The largest part of the kernel implements the system services that applications access through system calls. In 4.4BSD, this software has been organized according to the following: * Basic kernel facilities: timer and system-clock handling, descriptor management, and process management * Memory-management support: paging and swapping * Generic system interfaces: the I/O, control, and multiplexing operations performed on descriptors * The filesystem: files, directories, pathname translation, file locking, and I/O buffer management * Terminal-handling support: the terminal-interface driver and terminal line disciplines * Interprocess-communication facilities: sockets * Support for network communication: communication protocols and generic network facilities, such as routing .Machine-independent software in the 4.4BSD kernel [[table-mach-indep]] [cols=",,",options="header",] |=== |Category |Lines of code |Percentage of kernel |headers |9,393 |4.6 |initialization |1,107 |0.6 |kernel facilities |8,793 |4.4 |generic interfaces |4,782 |2.4 |interprocess communication |4,540 |2.2 |terminal handling |3,911 |1.9 |virtual memory |11,813 |5.8 |vnode management |7,954 |3.9 |filesystem naming |6,550 |3.2 |fast filestore |4,365 |2.2 |log-structure filestore |4,337 |2.1 |memory-based filestore |645 |0.3 |cd9660 filesystem |4,177 |2.1 |miscellaneous filesystems (10) |12,695 |6.3 |network filesystem |17,199 |8.5 |network communication |8,630 |4.3 |internet protocols |11,984 |5.9 |ISO protocols |23,924 |11.8 |X.25 protocols |10,626 |5.3 |XNS protocols |5,192 |2.6 |=== Most of the software in these categories is machine independent and is portable across different hardware architectures. The machine-dependent aspects of the kernel are isolated from the mainstream code. In particular, none of the machine-independent code contains conditional code for specific architecture. When an architecture-dependent action is needed, the machine-independent code calls an architecture-dependent function that is located in the machine-dependent code. The software that is machine dependent includes * Low-level system-startup actions * Trap and fault handling * Low-level manipulation of the run-time context of a process * Configuration and initialization of hardware devices * Run-time support for I/O devices .Machine-dependent software for the HP300 in the 4.4BSD kernel [[table-mach-dep]] [cols=",,",options="header",] |=== |Category |Lines of code |Percentage of kernel |machine dependent headers |1,562 |0.8 |device driver headers |3,495 |1.7 |device driver source |17,506 |8.7 |virtual memory |3,087 |1.5 |other machine dependent |6,287 |3.1 |routines in assembly language |3,014 |1.5 |HP/UX compatibility |4,683 |2.3 |=== -crossref:design-44bsd[table-mach-indep] summarizes the machine-independent software that constitutes the 4.4BSD kernel for the HP300. +crossref:design-44bsd[table-mach-indep, Machine-independent software in the 4.4BSD kernel] summarizes the machine-independent software that constitutes the 4.4BSD kernel for the HP300. The numbers in column 2 are for lines of C source code, header files, and assembly language. Virtually all the software in the kernel is written in the C programming language; less than 2 percent is written in assembly language. -As the statistics in crossref:design-44bsd[table-mach-dep] show, the machine-dependent software, excluding HP/UX and device support, accounts for a minuscule 6.9 percent of the kernel. +As the statistics in crossref:design-44bsd[table-mach-dep, Machine-dependent software in the 4.4BSD kernel] show, the machine-dependent software, excluding HP/UX and device support, accounts for a minuscule 6.9 percent of the kernel. Only a small part of the kernel is devoted to initializing the system. This code is used when the system is _bootstrapped_ into operation and is responsible for setting up the kernel hardware and software environment (see Chapter 14). Some operating systems (especially those with limited physical memory) discard or _overlay_ the software that performs these functions after that software has been executed. The 4.4BSD kernel does not reclaim the memory used by the startup code because that memory space is barely 0.5 percent of the kernel resources used on a typical machine. Also, the startup code does not appear in one place in the kernel -- it is scattered throughout, and it usually appears in places logically associated with what is being initialized. [[overview-kernel-service]] === Kernel Services The boundary between the kernel- and user-level code is enforced by hardware-protection facilities provided by the underlying hardware. The kernel operates in a separate address space that is inaccessible to user processes. Privileged operations -- such as starting I/O and halting the central processing unit (CPU) -- are available to only the kernel. Applications request services from the kernel with _system calls_. System calls are used to cause the kernel to execute complicated operations, such as writing data to secondary storage, and simple operations, such as returning the current time of day. All system calls appear _synchronous_ to applications: The application does not run while the kernel does the actions associated with a system call. The kernel may finish some operations associated with a system call after it has returned. For example, a _write_ system call will copy the data to be written from the user process to a kernel buffer while the process waits, but will usually return from the system call before the kernel buffer is written to the disk. A system call usually is implemented as a hardware trap that changes the CPU's execution mode and the current address-space mapping. Parameters supplied by users in system calls are validated by the kernel before being used. Such checking ensures the integrity of the system. All parameters passed into the kernel are copied into the kernel's address space, to ensure that validated parameters are not changed as a side effect of the system call. System-call results are returned by the kernel, either in hardware registers or by their values being copied to user-specified memory addresses. Like parameters passed into the kernel, addresses used for the return of results must be validated to ensure that they are part of an application's address space. If the kernel encounters an error while processing a system call, it returns an error code to the user. For the C programming language, this error code is stored in the global variable _errno_, and the function that executed the system call returns the value -1. User applications and the kernel operate independently of each other. 4.4BSD does not store I/O control blocks or other operating-system-related data structures in the application's address space. Each user-level application is provided an independent address space in which it executes. The kernel makes most state changes, such as suspending a process while another is running, invisible to the processes involved. [[overview-process-management]] === Process Management 4.4BSD supports a multitasking environment. Each task or thread of execution is termed a _process_. The _context_ of a 4.4BSD process consists of user-level state, including the contents of its address space and the run-time environment, and kernel-level state, which includes scheduling parameters, resource controls, and identification information. The context includes everything used by the kernel in providing services for the process. Users can create processes, control the processes' execution, and receive notification when the processes' execution status changes. Every process is assigned a unique value, termed a _process identifier_ (PID). This value is used by the kernel to identify a process when reporting status changes to a user, and by a user when referencing a process in a system call. The kernel creates a process by duplicating the context of another process. The new process is termed a _child process_ of the original _parent process_ The context duplicated in process creation includes both the user-level execution state of the process and the process's system state managed by the kernel. Important components of the kernel state are described in Chapter 4. [[fig-process-lifecycle]] .Process lifecycle image:fig1.png[Process lifecycle] The process lifecycle is depicted in -crossref:design-44bsd[fig-process-lifecycle,.Process lifecycle]. +crossref:design-44bsd[fig-process-lifecycle,Process lifecycle]. A process may create a new process that is a copy of the original by using the _fork_ system call. The _fork_ call returns twice: once in the parent process, where the return value is the process identifier of the child, and once in the child process, where the return value is 0. The parent-child relationship induces a hierarchical structure on the set of processes in the system. The new process shares all its parent's resources, such as file descriptors, signal-handling status, and memory layout. Although there are occasions when the new process is intended to be a copy of the parent, the loading and execution of a different program is a more useful and typical action. A process can overlay itself with the memory image of another program, passing to the newly created image a set of parameters, using the system call _execve_. One parameter is the name of a file whose contents are in a format recognized by the system -- either a binary-executable file or a file that causes the execution of a specified interpreter program to process its contents. A process may terminate by executing an _exit_ system call, sending 8 bits of exit status to its parent. If a process wants to communicate more than a single byte of information with its parent, it must either set up an interprocess-communication channel using pipes or sockets, or use an intermediate file. Interprocess communication is discussed extensively in Chapter 11. A process can suspend execution until any of its child processes terminate using the _wait_ system call, which returns the PID and exit status of the terminated child process. A parent process can arrange to be notified by a signal when a child process exits or terminates abnormally. Using the _wait4_ system call, the parent can retrieve information about the event that caused termination of the child process and about resources consumed by the process during its lifetime. If a process is orphaned because its parent exits before it is finished, then the kernel arranges for the child's exit status to be passed back to a special system process _init_: see Sections 3.1 and 14.6). The details of how the kernel creates and destroys processes are given in Chapter 5. Processes are scheduled for execution according to a _process-priority_ parameter. This priority is managed by a kernel-based scheduling algorithm. Users can influence the scheduling of a process by specifying a parameter (_nice_) that weights the overall scheduling priority, but are still obligated to share the underlying CPU resources according to the kernel's scheduling policy. ==== Signals The system defines a set of _signals_ that may be delivered to a process. Signals in 4.4BSD are modeled after hardware interrupts. A process may specify a user-level subroutine to be a _handler_ to which a signal should be delivered. When a signal is generated, it is blocked from further occurrence while it is being _caught_ by the handler. Catching a signal involves saving the current process context and building a new one in which to run the handler. The signal is then delivered to the handler, which can either abort the process or return to the executing process (perhaps after setting a global variable). If the handler returns, the signal is unblocked and can be generated (and caught) again. Alternatively, a process may specify that a signal is to be _ignored_, or that a default action, as determined by the kernel, is to be taken. The default action of certain signals is to terminate the process. This termination may be accompanied by creation of a _core file_ that contains the current memory image of the process for use in postmortem debugging. Some signals cannot be caught or ignored. These signals include _SIGKILL_, which kills runaway processes, and the job-control signal _SIGSTOP_. A process may choose to have signals delivered on a special stack so that sophisticated software stack manipulations are possible. For example, a language supporting coroutines needs to provide a stack for each coroutine. The language run-time system can allocate these stacks by dividing up the single stack provided by 4.4BSD. If the kernel does not support a separate signal stack, the space allocated for each coroutine must be expanded by the amount of space required to catch a signal. All signals have the same _priority_. If multiple signals are pending simultaneously, the order in which signals are delivered to a process is implementation specific. Signal handlers execute with the signal that caused their invocation to be blocked, but other signals may yet occur. Mechanisms are provided so that processes can protect critical sections of code against the occurrence of specified signals. The detailed design and implementation of signals is described in Section 4.7. ==== Process Groups and Sessions Processes are organized into _process groups_. Process groups are used to control access to terminals and to provide a means of distributing signals to collections of related processes. A process inherits its process group from its parent process. Mechanisms are provided by the kernel to allow a process to alter its process group or the process group of its descendants. Creating a new process group is easy; the value of a new process group is ordinarily the process identifier of the creating process. The group of processes in a process group is sometimes referred to as a _job_ and is manipulated by high-level system software, such as the shell. A common kind of job created by a shell is a _pipeline_ of several processes connected by pipes, such that the output of the first process is the input of the second, the output of the second is the input of the third, and so forth. The shell creates such a job by forking a process for each stage of the pipeline, then putting all those processes into a separate process group. A user process can send a signal to each process in a process group, as well as to a single process. A process in a specific process group may receive software interrupts affecting the group, causing the group to suspend or resume execution, or to be interrupted or terminated. A terminal has a process-group identifier assigned to it. This identifier is normally set to the identifier of a process group associated with the terminal. A job-control shell may create a number of process groups associated with the same terminal; the terminal is the _controlling terminal_ for each process in these groups. A process may read from a descriptor for its controlling terminal only if the terminal's process-group identifier matches that of the process. If the identifiers do not match, the process will be blocked if it attempts to read from the terminal. By changing the process-group identifier of the terminal, a shell can arbitrate a terminal among several different jobs. This arbitration is called _job control_ and is described, with process groups, in Section 4.8. Just as a set of related processes can be collected into a process group, a set of process groups can be collected into a _session_. The main uses for sessions are to create an isolated environment for a daemon process and its children, and to collect together a user's login shell and the jobs that shell spawns. [[overview-memory-management]] === Memory Management Each process has its own private address space. The address space is initially divided into three logical segments: _text_, _data_, and _stack_. The text segment is read-only and contains the machine instructions of a program. The data and stack segments are both readable and writable. The data segment contains the initialized and uninitialized data portions of a program, whereas the stack segment holds the application's run-time stack. On most machines, the stack segment is extended automatically by the kernel as the process executes. A process can expand or contract its data segment by making a system call, whereas a process can change the size of its text segment only when the segment's contents are overlaid with data from the filesystem, or when debugging takes place. The initial contents of the segments of a child process are duplicates of the segments of a parent process. The entire contents of a process address space do not need to be resident for a process to execute. If a process references a part of its address space that is not resident in main memory, the system _pages_ the necessary information into memory. When system resources are scarce, the system uses a two-level approach to maintain available resources. If a modest amount of memory is available, the system will take memory resources away from processes if these resources have not been used recently. Should there be a severe resource shortage, the system will resort to _swapping_ the entire context of a process to secondary storage. The _demand paging_ and _swapping_ done by the system are effectively transparent to processes. A process may, however, advise the system about expected future memory utilization as a performance aid. ==== BSD Memory-Management Design Decisions The support of large sparse address spaces, mapped files, and shared memory was a requirement for 4.2BSD. An interface was specified, called _mmap_, that allowed unrelated processes to request a shared mapping of a file into their address spaces. If multiple processes mapped the same file into their address spaces, changes to the file's portion of an address space by one process would be reflected in the area mapped by the other processes, as well as in the file itself. Ultimately, 4.2BSD was shipped without the _mmap_ interface, because of pressure to make other features, such as networking, available. Further development of the _mmap_ interface continued during the work on 4.3BSD. Over 40 companies and research groups participated in the discussions leading to the revised architecture that was described in the Berkeley Software Architecture Manual crossref:design-44bsd[biblio-mckusick-1, [McKusick et al, 1994]]. Several of the companies have implemented the revised interface crossref:design-44bsd[biblio-gingell, [Gingell et al, 1987]]. Once again, time pressure prevented 4.3BSD from providing an implementation of the interface. Although the latter could have been built into the existing 4.3BSD virtual-memory system, the developers decided not to put it in because that implementation was nearly 10 years old. Furthermore, the original virtual-memory design was based on the assumption that computer memories were small and expensive, whereas disks were locally connected, fast, large, and inexpensive. Thus, the virtual-memory system was designed to be frugal with its use of memory at the expense of generating extra disk traffic. In addition, the 4.3BSD implementation was riddled with VAX memory-management hardware dependencies that impeded its portability to other computer architectures. Finally, the virtual-memory system was not designed to support the tightly coupled multiprocessors that are becoming increasingly common and important today. Attempts to improve the old implementation incrementally seemed doomed to failure. A completely new design, on the other hand, could take advantage of large memories, conserve disk transfers, and have the potential to run on multiprocessors. Consequently, the virtual-memory system was completely replaced in 4.4BSD. The 4.4BSD virtual-memory system is based on the Mach 2.0 VM system crossref:design-44bsd[biblio-tevanian, [Tevanian, 1987]]. with updates from Mach 2.5 and Mach 3.0. It features efficient support for sharing, a clean separation of machine-independent and machine-dependent features, as well as (currently unused) multiprocessor support. Processes can map files anywhere in their address space. They can share parts of their address space by doing a shared mapping of the same file. Changes made by one process are visible in the address space of the other process, and also are written back to the file itself. Processes can also request private mappings of a file, which prevents any changes that they make from being visible to other processes mapping the file or being written back to the file itself. Another issue with the virtual-memory system is the way that information is passed into the kernel when a system call is made. 4.4BSD always copies data from the process address space into a buffer in the kernel. For read or write operations that are transferring large quantities of data, doing the copy can be time consuming. An alternative to doing the copying is to remap the process memory into the kernel. The 4.4BSD kernel always copies the data for several reasons: * Often, the user data are not page aligned and are not a multiple of the hardware page length. * If the page is taken away from the process, it will no longer be able to reference that page. Some programs depend on the data remaining in the buffer even after those data have been written. * If the process is allowed to keep a copy of the page (as it is in current 4.4BSD semantics), the page must be made _copy-on-write_. A copy-on-write page is one that is protected against being written by being made read-only. If the process attempts to modify the page, the kernel gets a write fault. The kernel then makes a copy of the page that the process can modify. Unfortunately, the typical process will immediately try to write new data to its output buffer, forcing the data to be copied anyway. * When pages are remapped to new virtual-memory addresses, most memory-management hardware requires that the hardware address-translation cache be purged selectively. The cache purges are often slow. The net effect is that remapping is slower than copying for blocks of data less than 4 to 8 Kbyte. The biggest incentives for memory mapping are the needs for accessing big files and for passing large quantities of data between processes. The _mmap_ interface provides a way for both of these tasks to be done without copying. ==== Memory Management Inside the Kernel The kernel often does allocations of memory that are needed for only the duration of a single system call. In a user process, such short-term memory would be allocated on the run-time stack. Because the kernel has a limited run-time stack, it is not feasible to allocate even moderate-sized blocks of memory on it. Consequently, such memory must be allocated through a more dynamic mechanism. For example, when the system must translate a pathname, it must allocate a 1-Kbyte buffer to hold the name. Other blocks of memory must be more persistent than a single system call, and thus could not be allocated on the stack even if there was space. An example is protocol-control blocks that remain throughout the duration of a network connection. Demands for dynamic memory allocation in the kernel have increased as more services have been added. A generalized memory allocator reduces the complexity of writing code inside the kernel. Thus, the 4.4BSD kernel has a single memory allocator that can be used by any part of the system. It has an interface similar to the C library routines _malloc_ and _free_ that provide memory allocation to application programs crossref:design-44bsd[biblio-mckusick-2, [McKusick & Karels, 1988]]. Like the C library interface, the allocation routine takes a parameter specifying the size of memory that is needed. The range of sizes for memory requests is not constrained; however, physical memory is allocated and is not paged. The free routine takes a pointer to the storage being freed, but does not require the size of the piece of memory being freed. [[overview-io-system]] === I/O System The basic model of the UNIX I/O system is a sequence of bytes that can be accessed either randomly or sequentially. There are no _access methods_ and no _control blocks_ in a typical UNIX user process. Different programs expect various levels of structure, but the kernel does not impose structure on I/O. For instance, the convention for text files is lines of ASCII characters separated by a single newline character (the ASCII line-feed character), but the kernel knows nothing about this convention. For the purposes of most programs, the model is further simplified to being a stream of data bytes, or an _I/O stream_. It is this single common data form that makes the characteristic UNIX tool-based approach work crossref:design-44bsd[biblio-kernighan, [Kernighan & Pike, 1984]]. An I/O stream from one program can be fed as input to almost any other program. (This kind of traditional UNIX I/O stream should not be confused with the Eighth Edition stream I/O system or with the System V, Release 3 STREAMS, both of which can be accessed as traditional I/O streams.) ==== Descriptors and I/O UNIX processes use _descriptors_ to reference I/O streams. Descriptors are small unsigned integers obtained from the _open_ and _socket_ system calls. The _open_ system call takes as arguments the name of a file and a permission mode to specify whether the file should be open for reading or for writing, or for both. This system call also can be used to create a new, empty file. A _read_ or _write_ system call can be applied to a descriptor to transfer data. The _close_ system call can be used to deallocate any descriptor. Descriptors represent underlying objects supported by the kernel, and are created by system calls specific to the type of object. In 4.4BSD, three kinds of objects can be represented by descriptors: files, pipes, and sockets. * A _file_ is a linear array of bytes with at least one name. A file exists until all its names are deleted explicitly and no process holds a descriptor for it. A process acquires a descriptor for a file by opening that file's name with the _open_ system call. I/O devices are accessed as files. * A _pipe_ is a linear array of bytes, as is a file, but it is used solely as an I/O stream, and it is unidirectional. It also has no name, and thus cannot be opened with _open_. Instead, it is created by the _pipe_ system call, which returns two descriptors, one of which accepts input that is sent to the other descriptor reliably, without duplication, and in order. The system also supports a named pipe or FIFO. A FIFO has properties identical to a pipe, except that it appears in the filesystem; thus, it can be opened using the _open_ system call. Two processes that wish to communicate each open the FIFO: One opens it for reading, the other for writing. * A _socket_ is a transient object that is used for interprocess communication; it exists only as long as some process holds a descriptor referring to it. A socket is created by the _socket_ system call, which returns a descriptor for it. There are different kinds of sockets that support various communication semantics, such as reliable delivery of data, preservation of message ordering, and preservation of message boundaries. In systems before 4.2BSD, pipes were implemented using the filesystem; when sockets were introduced in 4.2BSD, pipes were reimplemented as sockets. The kernel keeps for each process a _descriptor table_, which is a table that the kernel uses to translate the external representation of a descriptor into an internal representation. (The descriptor is merely an index into this table.) The descriptor table of a process is inherited from that process's parent, and thus access to the objects to which the descriptors refer also is inherited. The main ways that a process can obtain a descriptor are by opening or creation of an object, and by inheritance from the parent process. In addition, socket IPC allows passing of descriptors in messages between unrelated processes on the same machine. Every valid descriptor has an associated _file offset_ in bytes from the beginning of the object. Read and write operations start at this offset, which is updated after each data transfer. For objects that permit random access, the file offset also may be set with the _lseek_ system call. Ordinary files permit random access, and some devices do, as well. Pipes and sockets do not. When a process terminates, the kernel reclaims all the descriptors that were in use by that process. If the process was holding the final reference to an object, the object's manager is notified so that it can do any necessary cleanup actions, such as final deletion of a file or deallocation of a socket. ==== Descriptor Management Most processes expect three descriptors to be open already when they start running. These descriptors are 0, 1, 2, more commonly known as _standard input_, _standard output_, and _standard error_, respectively. Usually, all three are associated with the user's terminal by the login process (see Section 14.6) and are inherited through _fork_ and _exec_ by processes run by the user. Thus, a program can read what the user types by reading standard input, and the program can send output to the user's screen by writing to standard output. The standard error descriptor also is open for writing and is used for error output, whereas standard output is used for ordinary output. These (and other) descriptors can be mapped to objects other than the terminal; such mapping is called _I/O redirection_, and all the standard shells permit users to do it. The shell can direct the output of a program to a file by closing descriptor 1 (standard output) and opening the desired output file to produce a new descriptor 1. It can similarly redirect standard input to come from a file by closing descriptor 0 and opening the file. Pipes allow the output of one program to be input to another program without rewriting or even relinking of either program. Instead of descriptor 1 (standard output) of the source program being set up to write to the terminal, it is set up to be the input descriptor of a pipe. Similarly, descriptor 0 (standard input) of the sink program is set up to reference the output of the pipe, instead of the terminal keyboard. The resulting set of two processes and the connecting pipe is known as a _pipeline_. Pipelines can be arbitrarily long series of processes connected by pipes. The _open_, _pipe_, and _socket_ system calls produce new descriptors with the lowest unused number usable for a descriptor. For pipelines to work, some mechanism must be provided to map such descriptors into 0 and 1. The _dup_ system call creates a copy of a descriptor that points to the same file-table entry. The new descriptor is also the lowest unused one, but if the desired descriptor is closed first, _dup_ can be used to do the desired mapping. Care is required, however: If descriptor 1 is desired, and descriptor 0 happens also to have been closed, descriptor 0 will be the result. To avoid this problem, the system provides the _dup2_ system call; it is like _dup_, but it takes an additional argument specifying the number of the desired descriptor (if the desired descriptor was already open, _dup2_ closes it before reusing it). ==== Devices Hardware devices have filenames, and may be accessed by the user via the same system calls used for regular files. The kernel can distinguish a _device special file_ or _special file_, and can determine to what device it refers, but most processes do not need to make this determination. Terminals, printers, and tape drives are all accessed as though they were streams of bytes, like 4.4BSD disk files. Thus, device dependencies and peculiarities are kept in the kernel as much as possible, and even in the kernel most of them are segregated in the device drivers. Hardware devices can be categorized as either _structured_ or _unstructured_; they are known as _block_ or _character_ devices, respectively. Processes typically access devices through _special files_ in the filesystem. I/O operations to these files are handled by kernel-resident software modules termed _device drivers_. Most network-communication hardware devices are accessible through only the interprocess-communication facilities, and do not have special files in the filesystem name space, because the _raw-socket_ interface provides a more natural interface than does a special file. Structured or block devices are typified by disks and magnetic tapes, and include most random-access devices. The kernel supports read-modify-write-type buffering actions on block-oriented structured devices to allow the latter to be read and written in a totally random byte-addressed fashion, like regular files. Filesystems are created on block devices. Unstructured devices are those devices that do not support a block structure. Familiar unstructured devices are communication lines, raster plotters, and unbuffered magnetic tapes and disks. Unstructured devices typically support large block I/O transfers. Unstructured files are called _character devices_ because the first of these to be implemented were terminal device drivers. The kernel interface to the driver for these devices proved convenient for other devices that were not block structured. Device special files are created by the _mknod_ system call. There is an additional system call, _ioctl_, for manipulating the underlying device parameters of special files. The operations that can be done differ for each device. This system call allows the special characteristics of devices to be accessed, rather than overloading the semantics of other system calls. For example, there is an _ioctl_ on a tape drive to write an end-of-tape mark, instead of there being a special or modified version of _write_. ==== Socket IPC The 4.2BSD kernel introduced an IPC mechanism more flexible than pipes, based on _sockets_. A socket is an endpoint of communication referred to by a descriptor, just like a file or a pipe. Two processes can each create a socket, and then connect those two endpoints to produce a reliable byte stream. Once connected, the descriptors for the sockets can be read or written by processes, just as the latter would do with a pipe. The transparency of sockets allows the kernel to redirect the output of one process to the input of another process residing on another machine. A major difference between pipes and sockets is that pipes require a common parent process to set up the communications channel. A connection between sockets can be set up by two unrelated processes, possibly residing on different machines. System V provides local interprocess communication through FIFOs (also known as _named pipes_). FIFOs appear as an object in the filesystem that unrelated processes can open and send data through in the same way as they would communicate through a pipe. Thus, FIFOs do not require a common parent to set them up; they can be connected after a pair of processes are up and running. Unlike sockets, FIFOs can be used on only a local machine; they cannot be used to communicate between processes on different machines. FIFOs are implemented in 4.4BSD only because they are required by the POSIX.1 standard. Their functionality is a subset of the socket interface. The socket mechanism requires extensions to the traditional UNIX I/O system calls to provide the associated naming and connection semantics. Rather than overloading the existing interface, the developers used the existing interfaces to the extent that the latter worked without being changed, and designed new interfaces to handle the added semantics. The _read_ and _write_ system calls were used for byte-stream type connections, but six new system calls were added to allow sending and receiving addressed messages such as network datagrams. The system calls for writing messages include _send_, _sendto_, and _sendmsg_. The system calls for reading messages include _recv_, _recvfrom_, and _recvmsg_. In retrospect, the first two in each class are special cases of the others; _recvfrom_ and _sendto_ probably should have been added as library interfaces to _recvmsg_ and _sendmsg_, respectively. ==== Scatter/Gather I/O In addition to the traditional _read_ and _write_ system calls, 4.2BSD introduced the ability to do scatter/gather I/O. Scatter input uses the _readv_ system call to allow a single read to be placed in several different buffers. Conversely, the _writev_ system call allows several different buffers to be written in a single atomic write. Instead of passing a single buffer and length parameter, as is done with _read_ and _write_, the process passes in a pointer to an array of buffers and lengths, along with a count describing the size of the array. This facility allows buffers in different parts of a process address space to be written atomically, without the need to copy them to a single contiguous buffer. Atomic writes are necessary in the case where the underlying abstraction is record based, such as tape drives that output a tape block on each write request. It is also convenient to be able to read a single request into several different buffers (such as a record header into one place and the data into another). Although an application can simulate the ability to scatter data by reading the data into a large buffer and then copying the pieces to their intended destinations, the cost of memory-to-memory copying in such cases often would more than double the running time of the affected application. Just as _send_ and _recv_ could have been implemented as library interfaces to _sendto_ and _recvfrom_, it also would have been possible to simulate _read_ with _readv_ and _write_ with _writev_. However, _read_ and _write_ are used so much more frequently that the added cost of simulating them would not have been worthwhile. ==== Multiple Filesystem Support With the expansion of network computing, it became desirable to support both local and remote filesystems. To simplify the support of multiple filesystems, the developers added a new virtual node or _vnode_ interface to the kernel. The set of operations exported from the vnode interface appear much like the filesystem operations previously supported by the local filesystem. However, they may be supported by a wide range of filesystem types: * Local disk-based filesystems * Files imported using a variety of remote filesystem protocols * Read-only CD-ROM filesystems * Filesystems providing special-purpose interfaces -- for example, the `/proc` filesystem A few variants of 4.4BSD, such as FreeBSD, allow filesystems to be loaded dynamically when the filesystems are first referenced by the _mount_ system call. The vnode interface is described in Section 6.5; its ancillary support routines are described in Section 6.6; several of the special-purpose filesystems are described in Section 6.7. [[overview-filesystem]] === Filesystems A regular file is a linear array of bytes, and can be read and written starting at any byte in the file. The kernel distinguishes no record boundaries in regular files, although many programs recognize line-feed characters as distinguishing the ends of lines, and other programs may impose other structure. No system-related information about a file is kept in the file itself, but the filesystem stores a small amount of ownership, protection, and usage information with each file. A _filename_ component is a string of up to 255 characters. These filenames are stored in a type of file called a _directory_. The information in a directory about a file is called a _directory entry_ and includes, in addition to the filename, a pointer to the file itself. Directory entries may refer to other directories, as well as to plain files. A hierarchy of directories and files is thus formed, and is called a _filesystem_; .A small filesystem [[fig-small-fs]] image:fig2.png[A small filesystem] -a small one is shown in crossref:design-44bsd[fig-small-fs]. +a small one is shown in crossref:design-44bsd[fig-small-fs, A small filesystem]. Directories may contain subdirectories, and there is no inherent limitation to the depth with which directory nesting may occur. To protect the consistency of the filesystem, the kernel does not permit processes to write directly into directories. A filesystem may include not only plain files and directories, but also references to other objects, such as devices and sockets. The filesystem forms a tree, the beginning of which is the _root directory_, sometimes referred to by the name _slash_, spelled with a single solidus character (/). The root directory contains files; in our example in Fig 2.2, it contains `vmunix`, a copy of the kernel-executable object file. It also contains directories; in this example, it contains the `usr` directory. Within the `usr` directory is the `bin` directory, which mostly contains executable object code of programs, such as the files `ls` and `vi`. A process identifies a file by specifying that file's _pathname_, which is a string composed of zero or more filenames separated by slash (/) characters. The kernel associates two directories with each process for use in interpreting pathnames. A process's _root directory_ is the topmost point in the filesystem that the process can access; it is ordinarily set to the root directory of the entire filesystem. A pathname beginning with a slash is called an _absolute pathname_, and is interpreted by the kernel starting with the process's root directory. A pathname that does not begin with a slash is called a _relative pathname_, and is interpreted relative to the _current working directory_ of the process. (This directory also is known by the shorter names _current directory_ or _working directory_.) The current directory itself may be referred to directly by the name _dot_, spelled with a single period (`.`) The filename _dot-dot_ (`..`) refers to a directory's parent directory. The root directory is its own parent. A process may set its root directory with the _chroot_ system call, and its current directory with the _chdir_ system call. Any process may do _chdir_ at any time, but _chroot_ is permitted only a process with superuser privileges. _Chroot_ is normally used to set up restricted access to the system. Using the filesystem shown in Fig. 2.2, if a process has the root of the filesystem as its root directory, and has `/usr` as its current directory, it can refer to the file `vi` either from the root with the absolute pathname `/usr/bin/vi`, or from its current directory with the relative pathname `bin/vi`. System utilities and databases are kept in certain well-known directories. Part of the well-defined hierarchy includes a directory that contains the _home directory_ for each user -- for example, `/usr/staff/mckusick` and `/usr/staff/karels` in Fig. 2.2. When users log in, the current working directory of their shell is set to the home directory. Within their home directories, users can create directories as easily as they can regular files. Thus, a user can build arbitrarily complex subhierarchies. The user usually knows of only one filesystem, but the system may know that this one virtual filesystem is really composed of several physical filesystems, each on a different device. A physical filesystem may not span multiple hardware devices. Since most physical disk devices are divided into several logical devices, there may be more than one filesystem per physical device, but there will be no more than one per logical device. One filesystem -- the filesystem that anchors all absolute pathnames -- is called the _root filesystem_, and is always available. Others may be mounted; that is, they may be integrated into the directory hierarchy of the root filesystem. References to a directory that has a filesystem mounted on it are converted transparently by the kernel into references to the root directory of the mounted filesystem. The _link_ system call takes the name of an existing file and another name to create for that file. After a successful _link_, the file can be accessed by either filename. A filename can be removed with the _unlink_ system call. When the final name for a file is removed (and the final process that has the file open closes it), the file is deleted. Files are organized hierarchically in _directories_. A directory is a type of file, but, in contrast to regular files, a directory has a structure imposed on it by the system. A process can read a directory as it would an ordinary file, but only the kernel is permitted to modify a directory. Directories are created by the _mkdir_ system call and are removed by the _rmdir_ system call. Before 4.2BSD, the _mkdir_ and _rmdir_ system calls were implemented by a series of _link_ and _unlink_ system calls being done. There were three reasons for adding systems calls explicitly to create and delete directories: [arabic] . The operation could be made atomic. If the system crashed, the directory would not be left half-constructed, as could happen when a series of link operations were used. . When a networked filesystem is being run, the creation and deletion of files and directories need to be specified atomically so that they can be serialized. . When supporting non-UNIX filesystems, such as an MS-DOS filesystem, on another partition of the disk, the other filesystem may not support link operations. Although other filesystems might support the concept of directories, they probably would not create and delete the directories with links, as the UNIX filesystem does. Consequently, they could create and delete directories only if explicit directory create and delete requests were presented. The _chown_ system call sets the owner and group of a file, and _chmod_ changes protection attributes. _Stat_ applied to a filename can be used to read back such properties of a file. The _fchown_, _fchmod_, and _fstat_ system calls are applied to a descriptor, instead of to a filename, to do the same set of operations. The _rename_ system call can be used to give a file a new name in the filesystem, replacing one of the file's old names. Like the directory-creation and directory-deletion operations, the _rename_ system call was added to 4.2BSD to provide atomicity to name changes in the local filesystem. Later, it proved useful explicitly to export renaming operations to foreign filesystems and over the network. The _truncate_ system call was added to 4.2BSD to allow files to be shortened to an arbitrary offset. The call was added primarily in support of the Fortran run-time library, which has the semantics such that the end of a random-access file is set to be wherever the program most recently accessed that file. Without the _truncate_ system call, the only way to shorten a file was to copy the part that was desired to a new file, to delete the old file, then to rename the copy to the original name. As well as this algorithm being slow, the library could potentially fail on a full filesystem. Once the filesystem had the ability to shorten files, the kernel took advantage of that ability to shorten large empty directories. The advantage of shortening empty directories is that it reduces the time spent in the kernel searching them when names are being created or deleted. Newly created files are assigned the user identifier of the process that created them and the group identifier of the directory in which they were created. A three-level access-control mechanism is provided for the protection of files. These three levels specify the accessibility of a file to [arabic] . The user who owns the file . The group that owns the file . Everyone else Each level of access has separate indicators for read permission, write permission, and execute permission. Files are created with zero length, and may grow when they are written. While a file is open, the system maintains a pointer into the file indicating the current location in the file associated with the descriptor. This pointer can be moved about in the file in a random-access fashion. Processes sharing a file descriptor through a _fork_ or _dup_ system call share the current location pointer. Descriptors created by separate _open_ system calls have separate current location pointers. Files may have _holes_ in them. Holes are void areas in the linear extent of the file where data have never been written. A process can create these holes by positioning the pointer past the current end-of-file and writing. When read, holes are treated by the system as zero-valued bytes. Earlier UNIX systems had a limit of 14 characters per filename component. This limitation was often a problem. For example, in addition to the natural desire of users to give files long descriptive names, a common way of forming filenames is as `basename.extension`, where the extension (indicating the kind of file, such as `.c` for C source or `.o` for intermediate binary object) is one to three characters, leaving 10 to 12 characters for the basename. Source-code-control systems and editors usually take up another two characters, either as a prefix or a suffix, for their purposes, leaving eight to 10 characters. It is easy to use 10 or 12 characters in a single English word as a basename (e.g., `multiplexer`). It is possible to keep within these limits, but it is inconvenient or even dangerous, because other UNIX systems accept strings longer than the limit when creating files, but then _truncate_ to the limit. A C language source file named `multiplexer.c` (already 13 characters) might have a source-code-control file with `s.` prepended, producing a filename `s.multiplexer` that is indistinguishable from the source-code-control file for `multiplexer.ms`, a file containing `troff` source for documentation for the C program. The contents of the two original files could easily get confused with no warning from the source-code-control system. Careful coding can detect this problem, but the long filenames first introduced in 4.2BSD practically eliminate it. [[overview-filestore]] === Filestores The operations defined for local filesystems are divided into two parts. Common to all local filesystems are hierarchical naming, locking, quotas, attribute management, and protection. These features are independent of how the data will be stored. 4.4BSD has a single implementation to provide these semantics. The other part of the local filesystem is the organization and management of the data on the storage media. Laying out the contents of files on the storage media is the responsibility of the filestore. 4.4BSD supports three different filestore layouts: * The traditional Berkeley Fast Filesystem * The log-structured filesystem, based on the Sprite operating-system design crossref:design-44bsd[biblio-rosenblum, [Rosenblum & Ousterhout, 1992]] * A memory-based filesystem Although the organizations of these filestores are completely different, these differences are indistinguishable to the processes using the filestores. The Fast Filesystem organizes data into cylinder groups. Files that are likely to be accessed together, based on their locations in the filesystem hierarchy, are stored in the same cylinder group. Files that are not expected to accessed together are moved into different cylinder groups. Thus, files written at the same time may be placed far apart on the disk. The log-structured filesystem organizes data as a log. All data being written at any point in time are gathered together, and are written at the same disk location. Data are never overwritten; instead, a new copy of the file is written that replaces the old one. The old files are reclaimed by a garbage-collection process that runs when the filesystem becomes full and additional free space is needed. The memory-based filesystem is designed to store data in virtual memory. It is used for filesystems that need to support fast but temporary data, such as `/tmp`. The goal of the memory-based filesystem is to keep the storage packed as compactly as possible to minimize the usage of virtual-memory resources. [[overview-nfs]] === Network Filesystem Initially, networking was used to transfer data from one machine to another. Later, it evolved to allowing users to log in remotely to another machine. The next logical step was to bring the data to the user, instead of having the user go to the data -- and network filesystems were born. Users working locally do not experience the network delays on each keystroke, so they have a more responsive environment. Bringing the filesystem to a local machine was among the first of the major client-server applications. The _server_ is the remote machine that exports one or more of its filesystems. The _client_ is the local machine that imports those filesystems. From the local client's point of view, a remotely mounted filesystem appears in the file-tree name space just like any other locally mounted filesystem. Local clients can change into directories on the remote filesystem, and can read, write, and execute binaries within that remote filesystem identically to the way that they can do these operations on a local filesystem. When the local client does an operation on a remote filesystem, the request is packaged and is sent to the server. The server does the requested operation and returns either the requested information or an error indicating why the request was denied. To get reasonable performance, the client must cache frequently accessed data. The complexity of remote filesystems lies in maintaining cache consistency between the server and its many clients. Although many remote-filesystem protocols have been developed over the years, the most pervasive one in use among UNIX systems is the Network Filesystem (NFS), whose protocol and most widely used implementation were done by Sun Microsystems. The 4.4BSD kernel supports the NFS protocol, although the implementation was done independently from the protocol specification crossref:design-44bsd[biblio-macklem, [Macklem, 1994]]. The NFS protocol is described in Chapter 9. [[overview-terminal]] === Terminals Terminals support the standard system I/O operations, as well as a collection of terminal-specific operations to control input-character editing and output delays. At the lowest level are the terminal device drivers that control the hardware terminal ports. Terminal input is handled according to the underlying communication characteristics, such as baud rate, and according to a set of software-controllable parameters, such as parity checking. Layered above the terminal device drivers are line disciplines that provide various degrees of character processing. The default line discipline is selected when a port is being used for an interactive login. The line discipline is run in _canonical mode_; input is processed to provide standard line-oriented editing functions, and input is presented to a process on a line-by-line basis. Screen editors and programs that communicate with other computers generally run in _noncanonical mode_ (also commonly referred to as _raw mode_ or _character-at-a-time mode_). In this mode, input is passed through to the reading process immediately and without interpretation. All special-character input processing is disabled, no erase or other line editing processing is done, and all characters are passed to the program that is reading from the terminal. It is possible to configure the terminal in thousands of combinations between these two extremes. For example, a screen editor that wanted to receive user interrupts asynchronously might enable the special characters that generate signals and enable output flow control, but otherwise run in noncanonical mode; all other characters would be passed through to the process uninterpreted. On output, the terminal handler provides simple formatting services, including * Converting the line-feed character to the two-character carriage-return-line-feed sequence * Inserting delays after certain standard control characters * Expanding tabs * Displaying echoed nongraphic ASCII characters as a two-character sequence of the form `^C` (i.e., the ASCII caret character followed by the ASCII character that is the character's value offset from the ASCII `@` character). Each of these formatting services can be disabled individually by a process through control requests. [[overview-ipc]] === Interprocess Communication Interprocess communication in 4.4BSD is organized in _communication domains_. Domains currently supported include the _local domain_, for communication between processes executing on the same machine; the _internet domain_, for communication between processes using the TCP/IP protocol suite (perhaps within the Internet); the ISO/OSI protocol family for communication between sites required to run them; and the _XNS domain_, for communication between processes using the XEROX Network Systems (XNS) protocols. Within a domain, communication takes place between communication endpoints known as _sockets_. As mentioned in Section 2.6, the _socket_ system call creates a socket and returns a descriptor; other IPC system calls are described in Chapter 11. Each socket has a type that defines its communications semantics; these semantics include properties such as reliability, ordering, and prevention of duplication of messages. Each socket has associated with it a _communication protocol_. This protocol provides the semantics required by the socket according to the latter's type. Applications may request a specific protocol when creating a socket, or may allow the system to select a protocol that is appropriate for the type of socket being created. Sockets may have addresses bound to them. The form and meaning of socket addresses are dependent on the communication domain in which the socket is created. Binding a name to a socket in the local domain causes a file to be created in the filesystem. Normal data transmitted and received through sockets are untyped. Data-representation issues are the responsibility of libraries built on top of the interprocess-communication facilities. In addition to transporting normal data, communication domains may support the transmission and reception of specially typed data, termed _access rights_. The local domain, for example, uses this facility to pass descriptors between processes. Networking implementations on UNIX before 4.2BSD usually worked by overloading the character-device interfaces. One goal of the socket interface was for naive programs to be able to work without change on stream-style connections. Such programs can work only if the _read_ and _write_ systems calls are unchanged. Consequently, the original interfaces were left intact, and were made to work on stream-type sockets. A new interface was added for more complicated sockets, such as those used to send datagrams, with which a destination address must be presented with each _send_ call. Another benefit is that the new interface is highly portable. Shortly after a test release was available from Berkeley, the socket interface had been ported to System III by a UNIX vendor (although AT&T did not support the socket interface until the release of System V Release 4, deciding instead to use the Eighth Edition stream mechanism). The socket interface was also ported to run in many Ethernet boards by vendors, such as Excelan and Interlan, that were selling into the PC market, where the machines were too small to run networking in the main processor. More recently, the socket interface was used as the basis for Microsoft's Winsock networking interface for Windows. [[overview-network-communication]] === Network Communication Some of the communication domains supported by the _socket_ IPC mechanism provide access to network protocols. These protocols are implemented as a separate software layer logically below the socket software in the kernel. The kernel provides many ancillary services, such as buffer management, message routing, standardized interfaces to the protocols, and interfaces to the network interface drivers for the use of the various network protocols. At the time that 4.2BSD was being implemented, there were many networking protocols in use or under development, each with its own strengths and weaknesses. There was no clearly superior protocol or protocol suite. By supporting multiple protocols, 4.2BSD could provide interoperability and resource sharing among the diverse set of machines that was available in the Berkeley environment. Multiple-protocol support also provides for future changes. Today's protocols designed for 10- to 100-Mbit-per-second Ethernets are likely to be inadequate for tomorrow's 1- to 10-Gbit-per-second fiber-optic networks. Consequently, the network-communication layer is designed to support multiple protocols. New protocols are added to the kernel without the support for older protocols being affected. Older applications can continue to operate using the old protocol over the same physical network as is used by newer applications running with a newer network protocol. [[overview-network-implementation]] === Network Implementation The first protocol suite implemented in 4.2BSD was DARPA's Transmission Control Protocol/Internet Protocol (TCP/IP). The CSRG chose TCP/IP as the first network to incorporate into the socket IPC framework, because a 4.1BSD-based implementation was publicly available from a DARPA-sponsored project at Bolt, Beranek, and Newman (BBN). That was an influential choice: The 4.2BSD implementation is the main reason for the extremely widespread use of this protocol suite. Later performance and capability improvements to the TCP/IP implementation have also been widely adopted. The TCP/IP implementation is described in detail in Chapter 13. The release of 4.3BSD added the Xerox Network Systems (XNS) protocol suite, partly building on work done at the University of Maryland and at Cornell University. This suite was needed to connect isolated machines that could not communicate using TCP/IP. The release of 4.4BSD added the ISO protocol suite because of the latter's increasing visibility both within and outside the United States. Because of the somewhat different semantics defined for the ISO protocols, some minor changes were required in the socket interface to accommodate these semantics. The changes were made such that they were invisible to clients of other existing protocols. The ISO protocols also required extensive addition to the two-level routing tables provided by the kernel in 4.3BSD. The greatly expanded routing capabilities of 4.4BSD include arbitrary levels of routing with variable-length addresses and network masks. [[overview-operation]] === System Operation Bootstrapping mechanisms are used to start the system running. First, the 4.4BSD kernel must be loaded into the main memory of the processor. Once loaded, it must go through an initialization phase to set the hardware into a known state. Next, the kernel must do autoconfiguration, a process that finds and configures the peripherals that are attached to the processor. The system begins running in single-user mode while a start-up script does disk checks and starts the accounting and quota checking. Finally, the start-up script starts the general system services and brings up the system to full multiuser operation. During multiuser operation, processes wait for login requests on the terminal lines and network ports that have been configured for user access. When a login request is detected, a login process is spawned and user validation is done. When the login validation is successful, a login shell is created from which the user can run additional processes. :sectnums!: [bibliography] [[references]] == References [[biblio-accetta]] Accetta et al, 1986 Mach: A New Kernel Foundation for UNIX Development" M.Accetta R.Baron W.Bolosky D.Golub R.Rashid A.Tevanian M.Young 93-113 USENIX Association Conference Proceedings USENIX Association June 1986 [[biblio-cheriton]] Cheriton, 1988 The V Distributed System D. R.Cheriton 314-333 Comm ACM, 31, 3 March 1988 [[biblio-ewens]] Ewens et al, 1985 Tunis: A Distributed Multiprocessor Operating System P.Ewens D. R.Blythe M.Funkenhauser R. C.Holt 247-254 USENIX Assocation Conference Proceedings USENIX Association June 1985 [[biblio-gingell]] Gingell et al, 1987 Virtual Memory Architecture in SunOS R.Gingell J.Moran W.Shannon 81-94 USENIX Association Conference Proceedings USENIX Association June 1987 [[biblio-kernighan]] Kernighan & Pike, 1984 The UNIX Programming Environment B. W.Kernighan R.Pike Prentice-Hall Englewood Cliffs NJ 1984 [[biblio-macklem]] Macklem, 1994 The 4.4BSD NFS Implementation R.Macklem 6:1-14 4.4BSD System Manager's Manual O'Reilly & Associates, Inc. Sebastopol CA 1994 [[biblio-mckusick-2]] McKusick & Karels, 1988 Design of a General Purpose Memory Allocator for the 4.3BSD UNIX Kernel M. K.McKusick M. J.Karels 295-304 USENIX Assocation Conference Proceedings USENIX Assocation June 1998 [[biblio-mckusick-1]] McKusick et al, 1994 Berkeley Software Architecture Manual, 4.4BSD Edition M. K.McKusick M. J.Karels S. J.Leffler W. N.Joy R. S.Faber 5:1-42 4.4BSD Programmer's Supplementary Documents O'Reilly & Associates, Inc. Sebastopol CA 1994 [[biblio-ritchie]] Ritchie, 1988 Early Kernel Design private communication D. M.Ritchie March 1988 [[biblio-rosenblum]] Rosenblum & Ousterhout, 1992 The Design and Implementation of a Log-Structured File System M.Rosenblum K.Ousterhout 26-52 ACM Transactions on Computer Systems, 10, 1 Association for Computing Machinery February 1992 [[biblio-rozier]] Rozier et al, 1988 Chorus Distributed Operating Systems M.Rozier V.Abrossimov F.Armand I.Boule M.Gien M.Guillemont F.Herrmann C.Kaiser S.Langlois P.Leonard W.Neuhauser 305-370 USENIX Computing Systems, 1, 4 Fall 1988 [[biblio-tevanian]] Tevanian, 1987 Architecture-Independent Virtual Memory Management for Parallel and Distributed Environments: The Mach Approach Technical Report CMU-CS-88-106, A.Tevanian Department of Computer Science, Carnegie-Mellon University Pittsburgh PA December 1987 diff --git a/documentation/content/en/books/dev-model/_index.adoc b/documentation/content/en/books/dev-model/_index.adoc index 6d621f6a29..9ab3a3491f 100644 --- a/documentation/content/en/books/dev-model/_index.adoc +++ b/documentation/content/en/books/dev-model/_index.adoc @@ -1,1208 +1,1208 @@ --- title: A project model for the FreeBSD Project authors: - author: Niklas Saers copyright: 2002-2005 Niklas Saers description: A formal study of the organization of the FreeBSD project trademarks: ["freebsd", "ibm", "ieee", "adobe", "intel", "linux", "microsoft", "opengroup", "sun", "netbsd", "general"] bookOrder: 45 tags: ["model", "project model", "FreeBSD"] layout: single --- //// Copyright (c) 2002-2005 Niklas Saers All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: 1. Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. 2. Redistributions in binary form 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 SOFTWARE IS PROVIDED BY THE AUTHOR AND CONTRIBUTORS ``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 AUTHOR OR CONTRIBUTORS 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 SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. //// = A project model for the FreeBSD Project :doctype: book :toc: macro :toclevels: 2 :icons: font :sectnums: :sectnumlevels: 6 :partnums: :source-highlighter: rouge :experimental: :images-path: books/dev-model/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../images/{images-path} include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] include::../../../../../shared/asciidoctor.adoc[] endif::[] ''' toc::[] [[foreword]] [.abstract-title] Foreword Up until now, the FreeBSD project has released a number of described techniques to do different parts of work. However, a project model summarising how the project is structured is needed because of the increasing amount of project members. footnote:[This goes hand-in-hand with Brooks' law that adding another person to a late project will make it later since it will increase the communication needs . A project model is a tool to reduce the communication needs.] This paper will provide such a project model and is donated to the FreeBSD Documentation project where it can evolve together with the project so that it can at any point in time reflect the way the project works. It is based on [crossref:dev-model[thesis, Saers,2003]]. I would like to thank the following people for taking the time to explain things that were unclear to me and for proofreading the document. * Andrey A. Chernov mailto:ache@freebsd.org[ache@freebsd.org] * Bruce A. Mah mailto:bmah@freebsd.org[bmah@freebsd.org] * Dag-Erling Smørgrav mailto:des@freebsd.org[des@freebsd.org] * Giorgos Keramidas mailto:keramida@freebsd.org[keramida@freebsd.org] * Ingvil Hovig mailto:ingvil.hovig@skatteetaten.no[ingvil.hovig@skatteetaten.no] * Jesper Holck mailto:jeh.inf@cbs.dk[jeh.inf@cbs.dk] * John Baldwin mailto:jhb@freebsd.org[jhb@freebsd.org] * John Polstra mailto:jdp@freebsd.org[jdp@freebsd.org] * Kirk McKusick mailto:mckusick@freebsd.org[mckusick@freebsd.org] * Mark Linimon mailto:linimon@freebsd.org[linimon@freebsd.org] * Marleen Devos * Niels Jørgenssen mailto:nielsj@ruc.dk[nielsj@ruc.dk] * Nik Clayton mailto:nik@freebsd.org[nik@freebsd.org] * Poul-Henning Kamp mailto:phk@freebsd.org[phk@freebsd.org] * Simon L. Nielsen mailto:simon@freebsd.org[simon@freebsd.org] [[overview]] == Overview A project model is a means to reduce the communications overhead in a project. As shown by [crossref:dev-model[brooks, Brooks, 1995]], increasing the number of project participants increases the communication in the project exponentionally. FreeBSD has during the past few years increased both its mass of active users and committers, and the communication in the project has risen accordingly. This project model will serve to reduce this overhead by providing an up-to-date description of the project. During the Core elections in 2002, Mark Murray stated "I am opposed to a long rule-book, as that satisfies lawyer-tendencies, and is counter to the technocentricity that the project so badly needs." [crossref:dev-model[bsd-election2002, FreeBSD, 2002B]]. This project model is not meant to be a tool to justify creating impositions for developers, but as a tool to facilitate coordination. It is meant as a description of the project, with an overview of how the different processes are executed. It is an introduction to how the FreeBSD project works. The FreeBSD project model will be described as of July 1st, 2004. It is based on the Niels Jørgensen's paper [crossref:dev-model[jorgensen2001, Jørgensen, 2001]], FreeBSD's official documents, discussions on FreeBSD mailing lists and interviews with developers. After providing definitions of terms used, this document will outline the organisational structure (including role descriptions and communication lines), discuss the methodology model and after presenting the tools used for process control, it will present the defined processes. Finally it will outline major sub-projects of the FreeBSD project. [crossref:dev-model[freebsd-developer-handbook, FreeBSD, 2002A]] Section 1.2 and 1.3 give the vision and the architectural guidelines for the project. The vision is "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." The architectural guidelines help determine whether a problem that someone wants to be solved is within the scope of the project [[definitions]] == Definitions [[ref-activity]] === Activity An "activity" is an element of work performed during the course of a project [crossref:dev-model[ref-pmbok, PMI, 2000]]. It has an output and leads towards an outcome. Such an output can either be an input to another activity or a part of the process' delivery. [[def-process]] === Process A "process" is a series of activities that lead towards a particular outcome. A process can consist of one or more sub-processes. An example of a process is software design. [[ref-hat]] === Hat A "hat" is synonymous with role. A hat has certain responsibilities in a process and for the process outcome. The hat executes activities. It is well defined what issues the hat should be contacted about by the project members and people outside the project. [[ref-outcome]] === Outcome An "outcome" is the final output of the process. This is synonymous with deliverable, that is defined as "any measurable, tangible, verifiable outcome, result or item that must be produced to complete a project or part of a project. Often used more narrowly in reference to an external deliverable, which is a deliverable that is subject to approval by the project sponsor or customer" by [crossref:dev-model[ref-pmbok, PMI, 2000]]. Examples of outcomes are a piece of software, a decision made or a report written. [[ref-freebsd]] === FreeBSD When saying "FreeBSD" we will mean the BSD derivative UNIX-like operating system FreeBSD, whereas when saying "the FreeBSD Project" we will mean the project organisation. [[model-orgstruct]] == Organisational structure While no-one takes ownership of FreeBSD, the FreeBSD organisation is divided into core, committers and contributors and is part of the FreeBSD community that lives around it. The FreeBSD Project's structure (in order of descending authority) [.informaltable] [cols="1,1", options="header"] |=== | Group | Number of people |Core members |9 |Committers |318 |Contributors |~3000 |=== Number of committers has been determined by going through CVS logs from January 1st, 2004 to December 31st, 2004 and contributors by going through the list of contributions and problem reports. The main resource in the FreeBSD community is its developers: the committers and contributors. It is with their contributions that the project can move forward. Regular developers are referred to as contributors. As of January 1st, 2003, there are an estimated 5500 contributors on the project. Committers are developers with the privilege of being able to commit changes. These are usually the most active developers who are willing to spend their time not only integrating their own code but integrating code submitted by the developers who do not have this privilege. They are also the developers who elect the core team, and they have access to closed discussions. The project can be grouped into four distinct separate parts, and most developers will focus their involvement in one part of FreeBSD. The four parts are kernel development, userland development, ports and documentation. When referring to the base system, both kernel and userland is meant. This split changes our table to look like this: The FreeBSD Project's structure with committers in categories [.informaltable] [cols="1,1,1", options="header"] |=== | Group | Category | Number of people |Core members | |9 |Committers |Base |164 | |Docs |45 | |Ports |166 | |Total |374 |Contributors | |~3000 |=== Number of committers per area has been determined by going through CVS logs from January 1st, 2004 to December 31st, 2004. Note that many committers work in multiple areas, making the total number higher than the real number of committers. The total number of active unique committers on June 2022 was 317. Committers fall into three groups: committers who are only concerned with one area of the project (for instance file systems), committers who are involved only with one sub-project, and committers who commit to different parts of the code, including sub-projects. Because some committers work on different parts, the total number in the committers section of the table is higher than in the above table. The kernel is the main building block of FreeBSD. While the userland applications are protected against faults in other userland applications, the entire system is vulnerable to errors in the kernel. This, combined with the vast amount of dependencies in the kernel and that it is not easy to see all the consequences of a kernel change, demands developers with a relative full understanding of the kernel. Multiple development efforts in the kernel also require a closer coordination than userland applications do. The core utilities, known as userland, provide the interface that identifies FreeBSD, both user interface, shared libraries and external interfaces to connecting clients. Currently, 162 people are involved in userland development and maintenance, many being maintainers for their own part of the code. Maintainership will be discussed in the crossref:dev-model[role-maintainer, Maintainership] section. Documentation is handled by crossref:dev-model[sub-project-documentation, The FreeBSD Documentation Project] and includes all documents surrounding the FreeBSD project, including the web pages. There were during 2004 101 people making commits to the FreeBSD Documentation Project. Ports is the collection of meta-data that is needed to make software packages build correctly on FreeBSD. An example of a port is the port for the web-browser Mozilla. It contains information about where to fetch the source, what patches to apply and how, and how the package should be installed on the system. This allows automated tools to fetch, build and install the package. As of this writing, there are more than 12600 ports available. footnote:[Statistics are generated by counting the number of entries in the file fetched by portsdb by April 1st, 2005. portsdb is a part of the port sysutils/portupgrade.] , ranging from web servers to games, programming languages and most of the application types that are in use on modern computers. Ports will be discussed further in the section crossref:dev-model[sub-project-ports, The Ports Subproject]. [[methodology-model]] == Methodology model [[development-model]] === Development model There is no defined model for how people write code in FreeBSD. However, Niels Jørgenssen has suggested a model of how written code is integrated into the project. Jørgenssen's model for change integration [.informaltable] [cols="1,1,1", options="header"] |=== | Stage | Next if successful | Next if unsuccessful |code |review | |review |pre-commit test |code |pre-commit test |development release |code |development release |parallel debugging |code |parallel debugging |production release |code |production release | |code |=== The "development release" is the FreeBSD-CURRENT ("-CURRENT") branch and the "production release" is the FreeBSD-STABLE branch ("-STABLE") [crossref:dev-model[jorgensen2001, Jørgensen, 2001]]. This is a model for one change, and shows that after coding, developers seek community review and try integrating it with their own systems. After integrating the change into the development release, called FreeBSD-CURRENT, it is tested by many users and developers in the FreeBSD community. After it has gone through enough testing, it is merged into the production release, called FreeBSD-STABLE. Unless each stage is finished successfully, the developer needs to go back and make modifications in the code and restart the process. To integrate a change with either -CURRENT or -STABLE is called making a commit. Jørgensen found that most FreeBSD developers work individually, meaning that this model is used in parallel by many developers on the different ongoing development efforts. A developer can also be working on multiple changes, so that while they are waiting for review or people to test one or more of their changes, they may be writing another change. As each commit represents an increment, this is a massively incremental model. The commits are in fact so frequent that during one year footnote:[The period from January 1st, 2004 to December 31st, 2004 was examined to find this number.] , 85427 commits were made, making a daily average of 233 commits. Within the "code" bracket in Jørgensen's model, each programmer has their own working style and follows their own development models. The bracket could very well have been called "development" as it includes requirements gathering and analysis, system and detailed design, implementation and verification. However, the only output from these stages is the source code or system documentation. From a stepwise model's perspective (such as the waterfall model), the other brackets can be seen as further verification and system integration. This system integration is also important to see if a change is accepted by the community. Up until the code is committed, the developer is free to choose how much to communicate about it to the rest of the project. In order for -CURRENT to work as a buffer (so that bright ideas that had some undiscovered drawbacks can be backed out) the minimum time a commit should be in -CURRENT before merging it to -STABLE is 3 days. Such a merge is referred to as an MFC (Merge From Current). It is important to notice the word "change". Most commits do not contain radical new features, but are maintenance updates. The only exceptions from this model are security fixes and changes to features that are deprecated in the -CURRENT branch. In these cases, changes can be committed directly to the -STABLE branch. In addition to many people working on the project, there are many related projects to the FreeBSD Project. These are either projects developing brand new features, sub-projects or projects whose outcome is incorporated into FreeBSD footnote:[For instance, the development of the Bluetooth stack started as a sub-project until it was deemed stable enough to be merged into the -CURRENT branch. Now it is a part of the core FreeBSD system.]. These projects fit into the FreeBSD Project just like regular development efforts: they produce code that is integrated with the FreeBSD Project. However, some of them (like Ports and Documentation) have the privilege of being applicable to both branches or commit directly to both -CURRENT and -STABLE. There is no standards to how design should be done, nor is design collected in a centralised repository. The main design is that of 4.4BSD. footnote:[According to Kirk McKusick, after 20 years of developing UNIX operating systems, the interfaces are for the most part figured out. There is therefore no need for much design. However, new applications of the system and new hardware leads to some implementations being more beneficial than those that used to be preferred. One example is the introduction of web browsing that made the normal TCP/IP connection a short burst of data rather than a steady stream over a longer period of time.] As design is a part of the "Code" bracket in Jørgenssen's model, it is up to every developer or sub-project how this should be done. Even if the design should be stored in a central repository, the output from the design stages would be of limited use as the differences of methodologies would make them poorly if at all interoperable. For the overall design of the project, the project relies on the sub-projects to negotiate fit interfaces between each other rather than to dictate interfacing. [[release-branches]] === Release branches The releases of FreeBSD are best illustrated by a tree with many branches where each major branch represents a major version. Minor versions are represented by branches of the major branches. In the following release tree, arrows that follow one-another in a particular direction represent a branch. Boxes with full lines and diamonds represent official releases. Boxes with dotted lines represent the development branch at that time. Security branches are represented by ovals. Diamonds differ from boxes in that they represent a fork, meaning a place where a branch splits into two branches where one of the branches becomes a sub-branch. For example, at 4.0-RELEASE the 4.0-CURRENT branch split into 4-STABLE and 5.0-CURRENT. At 4.5-RELEASE, the branch forked off a security branch called RELENG_4_5. .The FreeBSD release tree image::branches.png[Refer to table below for a screen-reader friendly version.] [.informaltable] [cols="1,1,1", options="header"] |=== | Major release | Forked from | Following minor releases |... | | |3.0 Current (development branch) | |Releng 3 branches: 3.0 Release to 3.5 Release, leading to 3.5.1 Release and the subsequent 3 Stable branch |4.0 Current (development branch) |3.1 Release |Releng 4 branches: 4.1 Release to 4.6 Release (and 4.6.2 Release), then 4.7 Release to 4.11 Release (all starting at 4.3 Release also leading to a Releng_4_n branch), and the subsequent 4 Release branch |5.0 Current (development branch) |4.0 Release |Releng 5 branches: 5.0 Release to 5.4 Release (all except 5.0 and 5.3 also leading to a Releng_5_n branch), and the subsequent 5 Release branch |6.0 Current (development branch) |5.3 Release | |... | | |=== The latest -CURRENT version is always referred to as -CURRENT, while the latest -STABLE release is always referred to as -STABLE. In this figure, -STABLE refers to 4-STABLE while -CURRENT refers to 5.0-CURRENT following 5.0-RELEASE. [crossref:dev-model[freebsd-releng, FreeBSD, 2002E]] A "major release" is always made from the -CURRENT branch. However, the -CURRENT branch does not need to fork at that point in time, but can focus on stabilising. An example of this is that following 3.0-RELEASE, 3.1-RELEASE was also a continuation of the -CURRENT-branch, and -CURRENT did not become a true development branch until this version was released and the 3-STABLE branch was forked. When -CURRENT returns to becoming a development branch, it can only be followed by a major release. 5-STABLE is predicted to be forked off 5.0-CURRENT at around 5.3-RELEASE. It is not until 5-STABLE is forked that the development branch will be branded 6.0-CURRENT. A "minor release" is made from the -CURRENT branch following a major release, or from the -STABLE branch. Following and including, 4.3-RELEASEfootnote:[The first release this actually happened for was 4.5-RELEASE, but security branches were at the same time created for 4.3-RELEASE and 4.4-RELEASE.], when a minor release has been made, it becomes a "security branch". This is meant for organisations that do not want to follow the -STABLE branch and the potential new/changed features it offers, but instead require an absolutely stable environment, only updating to implement security updates. footnote:[There is a terminology overlap with respect to the word "stable", which leads to some confusion. The -STABLE branch is still a development branch, whose goal is to be useful for most people. If it is never acceptable for a system to get changes that are not announced at the time it is deployed, that system should run a security branch.] Each update to a security branch is called a "patchlevel". For every security enhancement that is done, the patchlevel number is increased, making it easy for people tracking the branch to see what security enhancements they have implemented. In cases where there have been especially serious security flaws, an entire new release can be made from a security branch. An example of this is 4.6.2-RELEASE. [[model-summary]] === Model summary To summarise, the development model of FreeBSD can be seen as the following tree: .The overall development model image::freebsd-code-model.png[Refer to paragraphs below for a screen-reader friendly version.] The tree of the FreeBSD development with ongoing development efforts and continuous integration. The tree symbolises the release versions with major versions spawning new main branches and minor versions being versions of the main branch. The top branch is the -CURRENT branch where all new development is integrated, and the -STABLE branch is the branch directly below it. Below the -STABLE branch are old, unsupported versions. Clouds of development efforts hang over the project where developers use the development models they see fit. The product of their work is then integrated into -CURRENT where it undergoes parallel debugging and is finally merged from -CURRENT into -STABLE. Security fixes are merged from -STABLE to the security branches. Many committers have a special area of responsibility. These roles are called hats. These hats can be either project roles, such as public relations officer, or maintainer for a certain area of the code. Because this is a project where people give voluntarily of their spare time, people with assigned hats are not always available. They must therefore appoint a deputy that can perform the hat's role in their absence. The other option is to have the role held by a group. Many of these hats are not formalised. Formalised hats have a charter stating the exact purpose of the hat along with its privileges and responsibilities. The writing of such charters is a new part of the project, and has thus yet to be completed for all hats. These hat descriptions are not such a formalisation, rather a summary of the role with links to the charter where available and contact addresses. [[sect-hats]] == Hats [[general-hats]] === General Hats [[role-contributor]] ==== Contributor A Contributor contributes to the FreeBSD project either as a developer, as an author, by sending problem reports, or in other ways contributing to the progress of the project. A contributor has no special privileges in the FreeBSD project. [crossref:dev-model[freebsd-contributors, FreeBSD, 2002F]] [[role-committer]] ==== Committer A person who has the required privileges to add their code or documentation to the repository. A committer has made a commit within the past 12 months. [crossref:dev-model[freebsd-developer-handbook, FreeBSD, 2000A]] An active committer is a committer who has made an average of one commit per month during that time. It is worth noting that there are no technical barriers to prevent someone, once having gained commit privileges to the main- or a sub-project, to make commits in parts of that project's source the committer did not specifically get permission to modify. However, when wanting to make modifications to parts a committer has not been involved in before, they should read the logs to see what has happened in this area before, and also read the MAINTAINERS file to see if the maintainer of this part has any special requests on how changes in the code should be made. [[role-core]] ==== Core Team The core team is elected by the committers from the pool of committers and serves as the board of directors of the FreeBSD project. It promotes active contributors to committers, assigns people to well-defined hats, and is the final arbiter of decisions involving which way the project should be heading. As of July 1st, 2004, core consisted of 9 members. Elections are held every two years. [[role-maintainer]] ==== Maintainership Maintainership means that the person is responsible for what is allowed to go into that area of the code and has the final say should disagreements over the code occur. This involves proactive work aimed at stimulating contributions and reactive work in reviewing commits. With the FreeBSD source comes the MAINTAINERS file that contains a one-line summary of how each maintainer would like contributions to be made. Having this notice and contact information enables developers to focus on the development effort rather than being stuck in a slow correspondence should the maintainer be unavailable for some time. If the maintainer is unavailable for an unreasonably long period of time, and other people do a significant amount of work, maintainership may be switched without the maintainer's approval. This is based on the stance that maintainership should be demonstrated, not declared. Maintainership of a particular piece of code is a hat that is not held as a group. [[official-hats]] === Official Hats The official hats in the FreeBSD Project are hats that are more or less formalised and mainly administrative roles. They have the authority and responsibility for their area. The following list shows the responsibility lines and gives a description of each hat, including who it is held by. [[role-doc-manager]] ==== Documentation project manager crossref:dev-model[sub-project-documentation, The FreeBSD Documentation Project] architect is responsible for defining and following up documentation goals for the committers in the Documentation project, which they supervise. Hat held by: The DocEng team mailto:doceng@FreeBSD.org[doceng@FreeBSD.org]. The https://www.freebsd.org/internal/doceng/[ DocEng Charter]. [[role-postmaster]] ==== Postmaster The Postmaster is responsible for mail being correctly delivered to the committers' email address. They are also responsible for ensuring that the mailing lists work and should take measures against possible disruptions of mail such as having troll-, spam- and virus-filters. Hat currently held by: the Postmaster Team mailto:postmaster@FreeBSD.org[postmaster@FreeBSD.org]. [[role-release-coordination]] ==== Release Coordination The responsibilities of the Release Engineering Team are * Setting, publishing and following a release schedule for official releases * Documenting and formalising release engineering procedures * Creation and maintenance of code branches * Coordinating with the Ports and Documentation teams to have an updated set of packages and documentation released with the new releases * Coordinating with the Security team so that pending releases are not affected by recently disclosed vulnerabilities. Further information about the development process is available in the crossref:dev-model[process-release-engineering, Release engineering] section. [[role-releng]] Hat held by: the Release Engineering team mailto:re@FreeBSD.org[re@FreeBSD.org]. The https://www.freebsd.org/releng/charter/[ Release Engineering Charter]. [[role-pr-cr]] ==== Public Relations & Corporate Liaison The Public Relations & Corporate Liaison's responsibilities are: * Making press statements when happenings that are important to the FreeBSD Project happen. * Being the official contact person for corporations that are working close with the FreeBSD Project. * Take steps to promote FreeBSD within both the Open Source community and the corporate world. * Handle the "freebsd-advocacy" mailing list. This hat is currently not occupied. [[role-security-officer]] ==== Security Officer The Security Officer's main responsibility is to coordinate information exchange with others in the security community and in the FreeBSD project. The Security Officer is also responsible for taking action when security problems are reported and promoting proactive development behavior when it comes to security. Because of the fear that information about vulnerabilities may leak out to people with malicious intent before a patch is available, only the Security Officer, consisting of an officer, a deputy and two crossref:dev-model[role-core, Core Team] members, receive sensitive information about security issues. However, to create or implement a patch, the Security Officer has the Security Officer Team mailto:security-team@FreeBSD.org[security-team@FreeBSD.org] to help do the work. [[role-repo-manager]] ==== Source Repository Manager The Source Repository Manager is the only one who is allowed to directly modify the repository without using the crossref:dev-model[tool-git, Git] tool. It is their responsibility to ensure that technical problems that arise in the repository are resolved quickly. The source repository manager has the authority to back out commits if this is necessary to resolve a Git technical problem. Hat held by: the Source Repository Manager mailto:clusteradm@FreeBSD.org[clusteradm@FreeBSD.org]. [[role-election-manager]] ==== Election Manager The Election Manager is responsible for the crossref:dev-model[process-core-election, Core election] process. The manager is responsible for running and maintaining the election system, and is the final authority should minor unforeseen events happen in the election process. Major unforeseen events have to be discussed with the crossref:dev-model[role-core, Core Team] Hat held only during elections. [[role-webmaster]] ==== Web site Management The Web site Management hat is responsible for coordinating the rollout of updated web pages on mirrors around the world, for the overall structure of the primary web site and the system it is running upon. The management needs to coordinate the content with crossref:dev-model[sub-project-documentation, The FreeBSD Documentation Project] and acts as maintainer for the "www" tree. Hat held by: the FreeBSD Webmasters mailto:www@FreeBSD.org[www@FreeBSD.org]. [[role-ports-manager]] ==== Ports Manager The Ports Manager acts as a liaison between crossref:dev-model[sub-project-ports, The Ports Subproject] and the core project, and all requests from the project should go to the ports manager. Hat held by: the Ports Management Team mailto:portmgr@FreeBSD.org[portmgr@FreeBSD.org]. The https://www.freebsd.org/portmgr/charter/[Portmgr charter]. [[role-standards]] ==== Standards The Standards hat is responsible for ensuring that FreeBSD complies with the standards it is committed to , keeping up to date on the development of these standards and notifying FreeBSD developers of important changes that allows them to take a proactive role and decrease the time between a standards update and FreeBSD's compliancy. Hat currently held by: Garrett Wollman mailto:wollman@FreeBSD.org[wollman@FreeBSD.org]. [[role-core-secretary]] ==== Core Secretary The Core Secretary's main responsibility is to write drafts to and publish the final Core Reports. The secretary also keeps the core agenda, thus ensuring that no balls are dropped unresolved. Hat currently held by: {rene}. [[role-bugmeister]] ==== Bugmeister The Bugmeister is responsible for ensuring that the maintenance database is in working order, that the entries are correctly categorised and that there are no invalid entries. They supervise bugbusters. Hat currently held by: the Bugmeister Team mailto:bugmeister@FreeBSD.org[bugmeister@FreeBSD.org]. [[role-donations]] ==== Donations Liaison Officer The task of the donations liaison officer is to match the developers with needs with people or organisations willing to make a donation. Hat held by: the Donations Liaison Office mailto:donations@FreeBSD.org[donations@FreeBSD.org]. The https://www.freebsd.org/donations/[ Donations Liaison Charter]. [[role-admin]] ==== Admin (Also called "FreeBSD Cluster Admin") The admin team consists of the people responsible for administrating the computers that the project relies on for its distributed work and communication to be synchronised. It consists mainly of those people who have physical access to the servers. Hat held by: the Admin team mailto:admin@FreeBSD.org[admin@FreeBSD.org]. [[proc-depend-hats]] === Process dependent hats [[role-problem-originator]] ==== Report originator The person originally responsible for filing a Problem Report. [[role-bugbuster]] ==== Bugbuster A person who will either find the right person to solve the problem, or close the PR if it is a duplicate or otherwise not an interesting one. [[role-mentor]] ==== Mentor A mentor is a committer who takes it upon them to introduce a new committer to the project, both in terms of ensuring the new committer's setup is valid, that the new committer knows the available tools required in their work, and that the new committer knows what is expected of them in terms of behavior. [[role-vendor]] ==== Vendor The person(s) or organisation whom external code comes from and whom patches are sent to. [[role-reviewer]] ==== Reviewers People on the mailing list where the request for review is posted. The following section will describe the defined project processes. Issues that are not handled by these processes happen on an ad-hoc basis based on what has been customary to do in similar cases. [[model-processes]] == Processes [[proc-addrem-committer]] === Adding new and removing old committers The Core team has the responsibility of giving and removing commit privileges to contributors. This can only be done through a vote on the core mailing list. The ports and documentation sub-projects can give commit privileges to people working on these projects, but have to date not removed such privileges. Normally a contributor is recommended to core by a committer. For contributors or outsiders to contact core asking to be a committer is not well thought of and is usually rejected. If the area of particular interest for the developer potentially overlaps with other committers' area of maintainership, the opinion of those maintainers is sought. However, it is frequently this committer that recommends the developer. When a contributor is given committer status, they are assigned a mentor. The committer who recommended the new committer will, in the general case, take it upon themselves to be the new committers mentor. When a contributor is given their commit bit, a crossref:dev-model[tool-pgp, Pretty Good Privacy]-signed email is sent from either -crossref:dev-model[role-core-secretary], crossref:dev-model[role-ports-manager, Ports Manager], or nik@freebsd.org to both admins@freebsd.org, the assigned mentor, the new committer, and core confirming the approval of a new account. +crossref:dev-model[role-core-secretary, Core Secretary], crossref:dev-model[role-ports-manager, Ports Manager], or nik@freebsd.org to both admins@freebsd.org, the assigned mentor, the new committer, and core confirming the approval of a new account. The mentor then gathers a password line, crossref:dev-model[tool-ssh2, Secure Shell] public key, and PGP key from the new committer and sends them to crossref:dev-model[role-admin, Admin]. When the new account is created, the mentor activates the commit bit and guides the new committer through the rest of the initial process. .Process summary: adding a new committer image::proc-add-committer.png[Refer to paragraph below for a screen-reader friendly version.] When a contributor sends a piece of code, the receiving committer may choose to recommend that the contributor is given commit privileges. If they recommend this to core, core will vote on this recommendation. If the vote is in favour, a mentor is assigned the new committer and the new committer has to email their details to the administrators for an account to be created. After this, the new committer is all set to make their first commit. By tradition, this is by adding their name to the committers list. Recall that a committer is considered to be someone who has committed code during the past 12 months. However, it is not until after 18 months of inactivity have passed that commit privileges are eligible to be revoked. [crossref:dev-model[freebsd-expiration-policy, FreeBSD, 2002H]] There are, however, no automatic procedures for doing this. For reactions concerning commit privileges not triggered by time, see crossref:dev-model[process-reactions,section 1.5.8]. .Process summary: removing a committer image::proc-rm-committer.png[Refer to paragraph below for a screen-reader friendly version.] When Core decides to clean up the committers list, they check who has not made a commit for the past 18 months. Committers who have not done so have their commit bits revoked and their account removed by the administrators. It is also possible for committers to request that their commit bit be retired if for some reason they are no longer going to be actively committing to the project. In this case, it can also be restored at a later time by core, should the committer ask. Roles in this process: . crossref:dev-model[role-core, Core Team] . crossref:dev-model[role-contributor, Contributor] . crossref:dev-model[role-committer, Committer] . crossref:dev-model[role-maintainer, Maintainership] . crossref:dev-model[role-mentor, Mentor] [crossref:dev-model[freebsd-bylaws, FreeBSD, 2000A]] [crossref:dev-model[freebsd-expiration-policy, FreeBSD, 2002H]] [crossref:dev-model[freebsd-new-account, FreeBSD, 2002I]] [[committing]] === Committing code The committing of new or modified code is one of the most frequent processes in the FreeBSD project and will usually happen many times a day. Committing of code can only be done by a "committer". Committers commit either code written by themselves, code submitted to them, or code submitted through a crossref:dev-model[model-pr,problem report]. When code is written by the developer that is non-trivial, they should seek a code review from the community. This is done by sending mail to the relevant list asking for review. Before submitting the code for review, they should ensure it compiles correctly with the entire tree and that all relevant tests run. This is called "pre-commit test". When contributed code is received, it should be reviewed by the committer and tested the same way. When a change is committed to a part of the source that has been contributed from an outside crossref:dev-model[role-vendor, Vendor], the maintainer should ensure that the patch is contributed back to the vendor. This is in line with the open source philosophy and makes it easier to stay in sync with outside projects as the patches do not have to be reapplied every time a new release is made. After the code has been available for review and no further changes are necessary, the code is committed into the development branch, -CURRENT. If the change applies for the -STABLE branch or the other branches as well, a "Merge From Current" ("MFC") countdown is set by the committer. After the number of days the committer chose when setting the MFC have passed, an email will automatically be sent to the committer reminding them to commit it to the -STABLE branch (and possibly security branches as well). Only security critical changes should be merged to security branches. Delaying the commit to -STABLE and other branches allows for "parallel debugging" where the committed code is tested on a wide range of configurations. This makes changes to -STABLE to contain fewer faults and thus giving the branch its name. .Process summary: A committer commits code image::proc-commit.png[Refer to paragraph below for a screen-reader friendly version.] When a committer has written a piece of code and wants to commit it, they first need to determine if it is trivial enough to go in without prior review or if it should first be reviewed by the developer community. If the code is trivial or has been reviewed and the committer is not the maintainer, they should consult the maintainer before proceeding. If the code is contributed by an outside vendor, the maintainer should create a patch that is sent back to the vendor. The code is then committed and then deployed by the users. Should they find problems with the code, this will be reported and the committer can go back to writing a patch. If a vendor is affected, they can choose to implement or ignore the patch. .Process summary: A contributor commits code image::proc-contrib.png[Refer to paragraphs below and above for a screen-reader friendly version.] The difference when a contributor makes a code contribution is that they submit the code through the Bugzilla interface. This report is picked up by the maintainer who reviews the code and commits it. Hats included in this process are: . crossref:dev-model[role-committer, Committer] . crossref:dev-model[role-contributor, Contributor] . crossref:dev-model[role-vendor, Vendor] . crossref:dev-model[role-reviewer, Reviewers] [crossref:dev-model[freebsd-committer, FreeBSD, 2001]] [crossref:dev-model[jorgensen2001, Jørgensen, 2001]] [[process-core-election]] === Core election Core elections are held at least every two years. footnote:[The first Core election was held September 2000] Nine core members are elected. New elections are held if the number of core members drops below seven. New elections can also be held should at least 1/3 of the active committers demand this. When an election is to take place, core announces this at least 6 weeks in advance, and appoints an election manager to run the elections. Only committers can be elected into core. The candidates need to submit their candidacy at least one week before the election starts, but can refine their statements until the voting starts. They are presented in the http://election.uk.freebsd.org/candidates.html[candidates list]. When writing their election statements, the candidates must answer a few standard questions submitted by the election manager. During elections, the rule that a committer must have committed during the 12 past months is followed strictly. Only these committers are eligible to vote. When voting, the committer may vote once in support of up to nine nominees. The voting is done over a period of four weeks with reminders being posted on "developers" mailing list that is available to all committers. The election results are released one week after the election ends, and the new core team takes office one week after the results have been posted. Should there be a voting tie, this will be resolved by the new, unambiguously elected core members. Votes and candidate statements are archived, but the archives are not publicly available. .Process summary: Core elections image::proc-elections.png[Refer to paragraph below for a screen-reader friendly version.] Core announces the election and selects an election manager who prepares the elections, and when ready, candidates can announce their candidacies through submitting their statements. The committers then vote. After the vote is over, the election results are announced and the new core team takes office. Hats in core elections are: * crossref:dev-model[role-core, Core Team] * crossref:dev-model[role-committer, Committer] * crossref:dev-model[role-election-manager, Election Manager] [crossref:dev-model[freebsd-bylaws, FreeBSD, 2000A]] [crossref:dev-model[bsd-election2002, FreeBSD, 2002B]] [crossref:dev-model[freebsd-election, FreeBSD, 2002G]] [[new-features]] === Development of new features Within the project there are sub-projects that are working on new features. These projects are generally done by one person [crossref:dev-model[jorgensen2001, Jørgensen, 2001]]. Every project is free to organise development as it sees fit. However, when the project is merged to the -CURRENT branch it must follow the project guidelines. When the code has been well tested in the -CURRENT branch and deemed stable enough and relevant to the -STABLE branch, it is merged to the -STABLE branch. The requirements of the project are given by developer wishes, requests from the community in terms of direct requests by mail, Problem Reports, commercial funding for the development of features, or contributions by the scientific community. The wishes that come within the responsibility of a developer are given to that developer who prioritises their time between the request and their wishes. A common way to do this is maintain a TODO-list maintained by the project. Items that do not come within someone's responsibility are collected on TODO-lists unless someone volunteers to take the responsibility. All requests, their distribution and follow-up are handled by the crossref:dev-model[tool-bugzilla, Bugzilla] tool. Requirements analysis happens in two ways. The requests that come in are discussed on mailing lists, both within the main project and in the sub-project that the request belongs to or is spawned by the request. Furthermore, individual developers on the sub-project will evaluate the feasibility of the requests and determine the prioritisation between them. Other than archives of the discussions that have taken place, no outcome is created by this phase that is merged into the main project. As the requests are prioritised by the individual developers on the basis of doing what they find interesting, necessary, or are funded to do, there is no overall strategy or prioritisation of what requests to regard as requirements and following up their correct implementation. However, most developers have some shared vision of what issues are more important, and they can ask for guidelines from the release engineering team. The verification phase of the project is two-fold. Before committing code to the current-branch, developers request their code to be reviewed by their peers. This review is for the most part done by functional testing, but also code review is important. When the code is committed to the branch, a broader functional testing will happen, that may trigger further code review and debugging should the code not behave as expected. This second verification form may be regarded as structural verification. Although the sub-projects themselves may write formal tests such as unit tests, these are usually not collected by the main project and are usually removed before the code is committed to the current branch. footnote:[More and more tests are however performed when building the system (make world). These tests are however a very new addition and no systematic framework for these tests have yet been created.] [[model-maintenance]] === Maintenance It is an advantage to the project to for each area of the source have at least one person that knows this area well. Some parts of the code have designated maintainers. Others have de-facto maintainers, and some parts of the system do not have maintainers. The maintainer is usually a person from the sub-project that wrote and integrated the code, or someone who has ported it from the platform it was written for. footnote:[sendmail and named are examples of code that has been merged from other platforms.] The maintainer's job is to make sure the code is in sync with the project the code comes from if it is contributed code, and apply patches submitted by the community or write fixes to issues that are discovered. The main bulk of work that is put into the FreeBSD project is maintenance. [crossref:dev-model[jorgensen2001, Jørgensen, 2001]] has made a figure showing the life cycle of changes. Jørgenssen's model for change integration [.informaltable] [cols="1,1,1", options="header"] |=== | Stage | Next if successful | Next if unsuccessful |code |review | |review |pre-commit test |code |pre-commit test |development release |code |development release |parallel debugging |code |parallel debugging |production release |code |production release | |code |=== Here "development release" refers to the -CURRENT branch while "production release" refers to the -STABLE branch. The "pre-commit test" is the functional testing by peer developers when asked to do so or trying out the code to determine the status of the sub-project. "Parallel debugging" is the functional testing that can trigger more review, and debugging when the code is included in the -CURRENT branch. As of this writing, there were 269 committers in the project. When they commit a change to a branch, that constitutes a new release. It is very common for users in the community to track a particular branch. The immediate existence of a new release makes the changes widely available right away and allows for rapid feedback from the community. This also gives the community the response time they expect on issues that are of importance to them. This makes the community more engaged, and thus allows for more and better feedback that again spurs more maintenance and ultimately should create a better product. Before making changes to code in parts of the tree that has a history unknown to the committer, the committer is required to read the commit logs to see why certain features are implemented the way they are in order not to make mistakes that have previously either been thought through or resolved. [[model-pr]] === Problem reporting Before FreeBSD 10, FreeBSD included a problem reporting tool called `send-pr`. Problems include bug reports, feature requests, feature enhancements and notices of new versions of external software that are included in the project. Although `send-pr` is available, users and developers are encouraged to submit issues using our https://bugs.freebsd.org/submit/[ problem report form]. Problem reports are sent to an email address where it is inserted into the Problem Reports maintenance database. A crossref:dev-model[role-bugbuster, Bugbuster] classifies the problem and sends it to the correct group or maintainer within the project. After someone has taken responsibility for the report, the report is being analysed. This analysis includes verifying the problem and thinking out a solution for the problem. Often feedback is required from the report originator or even from the FreeBSD community. Once a patch for the problem is made, the originator may be asked to try it out. Finally, the working patch is integrated into the project, and documented if applicable. It there goes through the regular maintenance cycle as described in section crossref:dev-model[model-maintenance, Maintenance]. These are the states a problem report can be in: open, analyzed, feedback, patched, suspended and closed. The suspended state is for when further progress is not possible due to the lack of information or for when the task would require so much work that nobody is working on it at the moment. .Process summary: problem reporting image::proc-pr.png[Refer to paragraph below for a screen-reader friendly version.] A problem is reported by the report originator. It is then classified by a bugbuster and handed to the correct maintainer. They verify the problem and discuss the problem with the originator until they have enough information to create a working patch. This patch is then committed and the problem report is closed. The roles included in this process are: . crossref:dev-model[role-problem-originator, Report originator] . crossref:dev-model[role-maintainer, Maintainership] . crossref:dev-model[role-bugbuster, Bugbuster] [crossref:dev-model[freebsd-handle-pr, FreeBSD, 2002C]]. [crossref:dev-model[freebsd-send-pr, FreeBSD, 2002D]] [[process-reactions]] === Reacting to misbehavior [crossref:dev-model[freebsd-committer, FreeBSD, 2001]] has a number of rules that committers should follow. However, it happens that these rules are broken. The following rules exist in order to be able to react to misbehavior. They specify what actions will result in how long a suspension of the committer's commit privileges. * Committing during code freezes without the approval of the Release Engineering team - 2 days * Committing to a security branch without approval - 2 days * Commit wars - 5 days to all participating parties * Impolite or inappropriate behavior - 5 days [crossref:dev-model[ref-freebsd-trenches, Lehey, 2002]] For the suspensions to be efficient, any single core member can implement a suspension before discussing it on the "core" mailing list. Repeat offenders can, with a 2/3 vote by core, receive harsher penalties, including permanent removal of commit privileges. (However, the latter is always viewed as a last resort, due to its inherent tendency to create controversy.) All suspensions are posted to the "developers" mailing list, a list available to committers only. It is important that you cannot be suspended for making technical errors. All penalties come from breaking social etiquette. Hats involved in this process: * crossref:dev-model[role-core, Core Team] * crossref:dev-model[role-committer, Committer] [[process-release-engineering]] === Release engineering The FreeBSD project has a Release Engineering team with a principal release engineer that is responsible for creating releases of FreeBSD that can be brought out to the user community via the net or sold in retail outlets. Since FreeBSD is available on multiple platforms and releases for the different architectures are made available at the same time, the team has one person in charge of each architecture. Also, there are roles in the team responsible for coordinating quality assurance efforts, building a package set and for having an updated set of documents. When referring to the release engineer, a representative for the release engineering team is meant. When a release is coming, the FreeBSD project changes shape somewhat. A release schedule is made containing feature- and code-freezes, release of interim releases and the final release. A feature-freeze means no new features are allowed to be committed to the branch without the release engineers' explicit consent. Code-freeze means no changes to the code (like bugs-fixes) are allowed to be committed without the release engineers' explicit consent. This feature- and code-freeze is known as stabilising. During the release process, the release engineer has the full authority to revert to older versions of code and thus "back out" changes should they find that the changes are not suitable to be included in the release. There are three different kinds of releases: . .0 releases are the first release of a major version. These are branched of the -CURRENT branch and have a significantly longer release engineering cycle due to the unstable nature of the -CURRENT branch . .X releases are releases of the -STABLE branch. They are scheduled to come out every 4 months. . .X.Y releases are security releases that follow the .X branch. These come out only when sufficient security fixes have been merged since the last release on that branch. New features are rarely included, and the security team is far more involved in these than in regular releases. For releases of the -STABLE-branch, the release process starts 45 days before the anticipated release date. During the first phase, the first 15 days, the developers merge what changes they have had in -CURRENT that they want to have in the release to the release branch. When this period is over, the code enters a 15 day code freeze in which only bug fixes, documentation updates, security-related fixes and minor device driver changes are allowed. These changes must be approved by the release engineer in advance. At the beginning of the last 15 day period a release candidate is created for widespread testing. Updates are less likely to be allowed during this period, except for important bug fixes and security updates. In this final period, all releases are considered release candidates. At the end of the release process, a release is created with the new version number, including binary distributions on web sites and the creation of CD-ROM images. However, the release is not considered "really released" until a crossref:dev-model[tool-pgp, Pretty Good Privacy]-signed message stating exactly that, is sent to the mailing list freebsd-announce; anything labelled as a "release" before that may well be in-process and subject to change before the PGP-signed message is sent. footnote:[Many commercial vendors use these images to create CD-ROMs that are sold in retail outlets.]. The releases of the -CURRENT-branch (that is, all releases that end with ".0") are very similar, but with twice as long timeframe. It starts 8 weeks prior to the release with announcement of the release time line. Two weeks into the release process, the feature freeze is initiated and performance tweaks should be kept to a minimum. Four weeks prior to the release, an official beta version is made available. Two weeks prior to release, the code is officially branched into a new version. This version is given release candidate status, and as with the release engineering of -STABLE, the code freeze of the release candidate is hardened. However, development on the main development branch can continue. Other than these differences, the release engineering processes are alike. *.0 releases go into their own branch and are aimed mainly at early adopters. The branch then goes through a period of stabilisation, and it is not until the crossref:dev-model[role-releng, Release Engineering Team] decides the demands to stability have been satisfied that the branch becomes -STABLE and -CURRENT targets the next major version. While this for the majority has been with *.1 versions, this is not a demand. Most releases are made when a given date that has been deemed a long enough time since the previous release comes. A target is set for having major releases every 18 months and minor releases every 4 months. The user community has made it very clear that security and stability cannot be sacrificed by self-imposed deadlines and target release dates. For slips of time not to become too long with regards to security and stability issues, extra discipline is required when committing changes to -STABLE. . Make release schedule . Feature freeze . Code freeze . Make branch . Release candidate . Stabilize release (loop back to previous step as many times as necessary; when release is considered stable, proceed with next step) . Build packages . Warn mirrors . Publish release // Keep the spaces around the external square bracket to avoid a warning in the // PDF converter [ crossref:dev-model[freebsd-releng, FreeBSD, 2002E] ] [[tools]] == Tools The major support tools for supporting the development process are Bugzilla, Mailman, and OpenSSH. These are externally developed tools and are commonly used in the open source world. [[tool-git]] === Git Git is a system to handle multiple versions of text files and tracking who committed what changes and why. A project lives within a "repository" and different versions are considered different "branches". [[tool-bugzilla]] === Bugzilla Bugzilla is a maintenance database consisting of a set of tools to track bugs at a central site. It supports the bug tracking process for sending and handling bugs as well as querying and updating the database and editing bug reports. The project uses its web interface to send "Problem Reports" to the project's central Bugzilla server. The committers also have web and command-line clients. [[model-mailman]] === Mailman Mailman is a program that automates the management of mailing lists. The FreeBSD Project uses it to run 16 general lists, 60 technical lists, 4 limited lists and 5 lists with Git commit logs. It is also used for many mailing lists set up and used by other people and projects in the FreeBSD community. General lists are lists for the general public, technical lists are mainly for the development of specific areas of interest, and closed lists are for internal communication not intended for the general public. The majority of all the communication in the project goes through these 85 lists [crossref:dev-model[ref-bsd-handbook, FreeBSD, 2003A], Appendix C]. [[tool-pgp]] === Pretty Good Privacy Pretty Good Privacy, better known as PGP, is a cryptosystem using a public key architecture to allow people to digitally sign and/or encrypt information in order to ensure secure communication between two parties. A signature is used when sending information out to many recipients, enabling them to verify that the information has not been tampered with before they received it. In the FreeBSD Project this is the primary means of ensuring that information has been written by the person who claims to have written it, and not altered in transit. [[tool-ssh2]] === Secure Shell Secure Shell is a standard for securely logging into a remote system and for executing commands on the remote system. It allows other connections, called tunnels, to be established and protected between the two involved systems. This standard exists in two primary versions, and only version two is used for the FreeBSD Project. The most common implementation of the standard is OpenSSH that is a part of the project's main distribution. Since its source is updated more often than FreeBSD releases, the latest version is also available in the ports tree. [[sub-projects]] == Sub-projects Sub-projects are formed to reduce the amount of communication needed to coordinate the group of developers. When a problem area is sufficiently isolated, most communication would be within the group focusing on the problem, requiring less communication with the groups they communicate with than were the group not isolated. [[sub-project-ports]] === The Ports Subproject A "port" is a set of meta-data and patches that are needed to fetch, compile and install correctly an external piece of software on a FreeBSD system. The amount of ports has grown at a tremendous rate, as shown by the following figure. .Number of ports added between 1995 and 2022 [[fig-ports]] image::portsstatus.svg crossref:dev-model[fig-ports,image::portsstatus.svg] shows the number of ports available to FreeBSD in the period 1995 to 2022. It looks like the curve has first grown exponentially, and then from the middle of 2001 to the middle of 2007 grown linearly at a rate of about 2000 ports/year, before its growth rate gets lower. As the external software described by the port often is under continued development, the amount of work required to maintain the ports is already large, and increasing. This has led to the ports part of the FreeBSD project gaining a more empowered structure, and is more and more becoming a sub-project of the FreeBSD project. Ports has its own core team with the crossref:dev-model[role-ports-manager, Ports Manager] as its leader, and this team can appoint committers without FreeBSD Core's approval. Unlike in the FreeBSD Project, where a lot of maintenance frequently is rewarded with a commit bit, the ports sub-project contains many active maintainers that are not committers. Unlike the main project, the ports tree is not branched. Every release of FreeBSD follows the current ports collection and has thus available updated information on where to find programs and how to build them. This, however, means that a port that makes dependencies on the system may need to have variations depending on what version of FreeBSD it runs on. With an unbranched ports repository it is not possible to guarantee that any port will run on anything other than -CURRENT and -STABLE, in particular older, minor releases. There is neither the infrastructure nor volunteer time needed to guarantee this. For efficiency of communication, teams depending on Ports, such as the release engineering team, have their own ports liaisons. [[sub-project-documentation]] === The FreeBSD Documentation Project The FreeBSD Documentation project was started January 1995. From the initial group of a project leader, four team leaders and 16 members, they are now a total of 44 committers. The documentation mailing list has just under 300 members, indicating that there is quite a large community around it. The goal of the Documentation project is to provide good and useful documentation of the FreeBSD project, thus making it easier for new users to get familiar with the system and detailing advanced features for the users. The main tasks in the Documentation project are to work on current projects in the "FreeBSD Documentation Set", and translate the documentation to other languages. Like the FreeBSD Project, documentation is split in the same branches. This is done so that there is always an updated version of the documentation for each version. Only documentation errors are corrected in the security branches. Like the ports sub-project, the Documentation project can appoint documentation committers without FreeBSD Core's approval. [crossref:dev-model[freebsd-doceng-charter, FreeBSD, 2003B]]. The Documentation project has extref:{fdp-primer}[a primer]. This is used both to introduce new project members to the standard tools and syntaxes and to act as a reference when working on the project. :sectnums!: [bibliography] [[bibliography]] == References [[brooks]] [Brooks, 1995] Frederick P. Brooks. Copyright © 1975, 1995 Pearson Education Limited. 0201835959. Addison-Wesley Pub Co. The Mythical Man-Month. Essays on Software Engineering, Anniversary Edition (2nd Edition). [[thesis]] [Saers, 2003] Niklas Saers. Copyright © 2003. A project model for the FreeBSD Project. Candidatus Scientiarum thesis. http://niklas.saers.com/thesis. [[jorgensen2001]] [Jørgensen, 2001] Niels Jørgensen. Copyright © 2001. Putting it All in the Trunk. Incremental Software Development in the FreeBSD Open Source Project. http://www.dat.ruc.dk/~nielsj/research/papers/freebsd.pdf. [[ref-pmbok]] [PMI, 2000] Project Management Institute. Copyright © 1996, 2000 Project Management Institute. 1-880410-23-0. Project Management Institute. Newtown Square Pennsylvania USA . PMBOK Guide. A Guide to the Project Management Body of Knowledge, 2000 Edition. [[freebsd-bylaws]] [FreeBSD, 2000A] Copyright © 2002 The FreeBSD Project. Core Bylaws. https://www.freebsd.org/internal/bylaws/. [[freebsd-developer-handbook]] [FreeBSD, 2002A] Copyright © 2002 The FreeBSD Documentation Project. FreeBSD Developer's Handbook. extref:{developers-handbook}[Developers Handbook]. [[bsd-election2002]] [FreeBSD, 2002B] Copyright © 2002 The FreeBSD Project. Core team election 2002. http://election.uk.freebsd.org/candidates.html. [[freebsd-handle-pr]] [FreeBSD, 2002C] Dag-Erling Smørgrav and Hiten Pandya. Copyright © 2002 The FreeBSD Documentation Project. The FreeBSD Documentation Project. Problem Report Handling Guidelines. extref:{pr-guidelines}[Problem Report Handling Guidelines]. [[freebsd-send-pr]] [FreeBSD, 2002D] Dag-Erling Smørgrav. Copyright © 2002 The FreeBSD Documentation Project. The FreeBSD Documentation Project. Writing FreeBSD Problem Reports. extref:{problem-reports}[Writing FreeBSD Problem Reports]. [[freebsd-committer]] [FreeBSD, 2001] Copyright © 2001 The FreeBSD Documentation Project. The FreeBSD Documentation Project. Committers Guide. extref:{committers-guide}[Committer's Guide]. [[freebsd-releng]] [FreeBSD, 2002E] Murray Stokely. Copyright © 2002 The FreeBSD Documentation Project. The FreeBSD Documentation Project. FreeBSD Release Engineering. extref:{releng}[FreeBSD Release Engineering]. [[ref-bsd-handbook]] [FreeBSD, 2003A] The FreeBSD Documentation Project. FreeBSD Handbook. extref:{handbook}[FreeBSD Handbook]. [[freebsd-contributors]] [FreeBSD, 2002F] Copyright © 2002 The FreeBSD Documentation Project. The FreeBSD Documentation Project. Contributors to FreeBSD. extref:{contributors}[Contributors to FreeBSD]. [[freebsd-election]] [FreeBSD, 2002G] Copyright © 2002 The FreeBSD Project. The FreeBSD Project. Core team elections 2002. http://election.uk.freebsd.org. [[freebsd-expiration-policy]] [FreeBSD, 2002H] Copyright © 2002 The FreeBSD Project. The FreeBSD Project. Commit Bit Expiration Policy. 2002/04/06 15:35:30. https://www.freebsd.org/internal/expire-bits/. [[freebsd-new-account]] [FreeBSD, 2002I] Copyright © 2002 The FreeBSD Project. The FreeBSD Project. New Account Creation Procedure. 2002/08/19 17:11:27. https://www.freebsd.org/internal/new-account/. [[freebsd-doceng-charter]] [FreeBSD, 2003B] Copyright © 2002 The FreeBSD Documentation Project. The FreeBSD Documentation Project. FreeBSD DocEng Team Charter. 2003/03/16 12:17. https://www.freebsd.org/internal/doceng/. [[ref-freebsd-trenches]] [Lehey, 2002] Greg Lehey. Copyright © 2002 Greg Lehey. Greg Lehey. Two years in the trenches. The evolution of a software project. http://www.lemis.com/grog/In-the-trenches.pdf. diff --git a/documentation/content/en/books/handbook/advanced-networking/_index.adoc b/documentation/content/en/books/handbook/advanced-networking/_index.adoc index 212b54a22d..081c6d10b5 100644 --- a/documentation/content/en/books/handbook/advanced-networking/_index.adoc +++ b/documentation/content/en/books/handbook/advanced-networking/_index.adoc @@ -1,2386 +1,2386 @@ --- title: Chapter 34. Advanced Networking part: IV. Network Communication prev: books/handbook/firewalls next: books/handbook/partv description: "Advanced networking in FreeBSD: basics of gateways and routes, CARP, how to configure multiple VLANs on FreeBSD, etc" tags: ["Advanced Networking", "Handbook", "gateway", "routes", "wireless", "tethering", "bluetooth", "bridging", "CARP", "VLAN"] showBookMenu: true weight: 39 path: "/books/handbook/advanced-networking/" --- [[advanced-networking]] = Advanced Networking :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 34 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/advanced-networking/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[advanced-networking-synopsis]] == Synopsis This chapter covers a number of advanced networking topics. After reading this chapter, you will know: * The basics of gateways and routes. * How to set up USB tethering. * How to set up IEEE(R) 802.11 and Bluetooth(R) devices. * How to make FreeBSD act as a bridge. * How to set up network PXE booting. * How to enable and utilize the features of the Common Address Redundancy Protocol (CARP) in FreeBSD. * How to configure multiple VLANs on FreeBSD. * Configure bluetooth headset. Before reading this chapter, you should: * Understand the basics of the [.filename]#/etc/rc# scripts. * Be familiar with basic network terminology. * Understand basic network configuration on FreeBSD (crossref:network[network,FreeBSD network]). * Know how to configure and install a new FreeBSD kernel (crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]). * Know how to install additional third-party software (crossref:ports[ports,Installing Applications: Packages and Ports]). [[network-routing]] == Gateways and Routes _Routing_ is the mechanism that allows a system to find the network path to another system. A _route_ is a defined pair of addresses which represent the "destination" and a "gateway". The route indicates that when trying to get to the specified destination, send the packets through the specified gateway. There are three types of destinations: individual hosts, subnets, and "default". The "default route" is used if no other routes apply. There are also three types of gateways: individual hosts, interfaces, also called links, and Ethernet hardware (MAC) addresses. Known routes are stored in a routing table. This section provides an overview of routing basics. It then demonstrates how to configure a FreeBSD system as a router and offers some troubleshooting tips. [[network-routing-default]] === Routing Basics To view the routing table of a FreeBSD system, use man:netstat[1]: [source,shell] .... % netstat -r Routing tables Internet: Destination Gateway Flags Refs Use Netif Expire default outside-gw UGS 37 418 em0 localhost localhost UH 0 181 lo0 test0 0:e0:b5:36:cf:4f UHLW 5 63288 re0 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 .... The entries in this example are as follows: default:: The first route in this table specifies the `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 matches an entry in the table, the system checks to see if it can connect using the interface specified in that entry. + If the destination does not match an entry, or if all known paths fail, the system uses the entry for the default route. For hosts on a local area network, the `Gateway` field in the default route is set to the system which has a direct connection to the Internet. When reading this entry, verify that the `Flags` column indicates that the gateway is usable (`UG`). + The default route for a machine which itself is functioning as the gateway to the outside world will be the gateway machine at the Internet Service Provider (ISP). localhost:: The second route is the `localhost` route. The interface specified in the `Netif` column for `localhost` is [.filename]#lo0#, also known as the loopback device. This indicates that all traffic for this destination should be internal, rather than sending it out over the network. MAC address:: The addresses beginning with `0:e0:` are MAC addresses. FreeBSD will automatically identify any hosts, `test0` in the example, on the local Ethernet and add a route for that host over the Ethernet interface, [.filename]#re0#. This type of route has a timeout, seen in the `Expire` column, which is used if the host does not respond in a specific amount of time. When this happens, the route to this host will be automatically deleted. These hosts are identified using the Routing Information Protocol (RIP), which calculates routes to local hosts based upon a shortest path determination. subnet:: FreeBSD will automatically add subnet routes for the local subnet. In this example, `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. + Local network hosts and local subnets have their routes automatically configured by a daemon called man:routed[8]. If it is not running, only routes which are statically defined by the administrator will exist. host:: The `host1` line refers to the host by its Ethernet address. Since it is the sending host, FreeBSD knows to use the loopback interface ([.filename]#lo0#) rather than the Ethernet interface. + The two `host2` lines represent aliases which were created using man:ifconfig[8]. The `=>` symbol after the [.filename]#lo0# interface says that an alias has been set in addition to the loopback address. Such routes only show up on the host that supports the alias and all other hosts on the local network will have a `link#1` line for such routes. 224:: The final line (destination subnet `224`) deals with multicasting. Various attributes of each route can be seen in the `Flags` column. -crossref:advanced-networking[routeflags,.Commonly Seen Routing Table Flags] summarizes some of these flags and their meanings: +crossref:advanced-networking[routeflags,Commonly Seen Routing Table Flags] summarizes some of these flags and their meanings: [[routeflags]] .Commonly Seen Routing Table Flags [cols="1,1", frame="none", options="header"] |=== | Flag | Purpose |U |The route is active (up). |H |The route destination is a single host. |G |Send anything for this destination on to this gateway, which will figure out from there where to send it. |S |This route was statically configured. |C |Clones a new route based upon this route for machines to connect to. This type of route is normally used for local networks. |W |The route was auto-configured based upon a local area network (clone) route. |L |Route involves references to Ethernet (link) hardware. |=== On a FreeBSD system, the default route can defined in [.filename]#/etc/rc.conf# by specifying the IP address of the default gateway: [.programlisting] .... defaultrouter="10.20.30.1" .... It is also possible to manually add the route using `route`: [source,shell] .... # route add default 10.20.30.1 .... Note that manually added routes will not survive a reboot. For more information on manual manipulation of network routing tables, refer to man:route[8]. [[network-static-routes]] === Configuring a Router with Static Routes A FreeBSD system can be configured as the default gateway, or router, for a network if it is a dual-homed system. A dual-homed system is a host which resides on at least two different networks. Typically, each network is connected to a separate network interface, though IP aliasing can be used to bind multiple addresses, each on a different subnet, to one physical interface. In order for the system to forward packets between interfaces, FreeBSD must be configured as a router. Internet standards and good engineering practice prevent the FreeBSD Project from enabling this feature by default, but it can be configured to start at boot by adding this line to [.filename]#/etc/rc.conf#: [.programlisting] .... gateway_enable="YES" # Set to YES if this host will be a gateway .... To enable routing now, set the man:sysctl[8] variable `net.inet.ip.forwarding` to `1`. To stop routing, reset this variable to `0`. The routing table of a router needs additional routes so it knows how to reach other networks. Routes can be either added manually using static routes or routes can be automatically learned using a routing protocol. Static routes are appropriate for small networks and this section describes how to add a static routing entry for a small network. [NOTE] ==== For large networks, static routes quickly become unscalable. FreeBSD comes with the standard BSD routing daemon man:routed[8], which provides the routing protocols RIP, versions 1 and 2, and IRDP. Support for the BGP and OSPF routing protocols can be installed using the package:net/quagga[] package or port. ==== Consider the following network: image::static-routes.png[] In this scenario, `RouterA` is a FreeBSD machine that is acting as a router to the rest of the Internet. It has a default route set to `10.0.0.1` which allows it to connect with the outside world. `RouterB` is already configured to use `192.168.1.1` as its default gateway. Before adding any static routes, the routing table on `RouterA` looks like this: [source,shell] .... % netstat -nr Routing tables Internet: Destination Gateway Flags Refs Use Netif Expire default 10.0.0.1 UGS 0 49378 xl0 127.0.0.1 127.0.0.1 UH 0 6 lo0 10.0.0.0/24 link#1 UC 0 0 xl0 192.168.1.0/24 link#2 UC 0 0 xl1 .... With the current routing table, `RouterA` does not have a route to the `192.168.2.0/24` network. The following command adds the `Internal Net 2` network to ``RouterA``'s routing table using `192.168.1.2` as the next hop: [source,shell] .... # route add -net 192.168.2.0/24 192.168.1.2 .... Now, `RouterA` can reach any host on the `192.168.2.0/24` network. However, the routing information will not persist if the FreeBSD system reboots. If a static route needs to be persistent, add it to [.filename]#/etc/rc.conf#: [.programlisting] .... # Add Internal Net 2 as a persistent static route static_routes="internalnet2" route_internalnet2="-net 192.168.2.0/24 192.168.1.2" .... The `static_routes` configuration variable is a list of strings separated by a space, where each string references a route name. The variable `route_internalnet2` contains the static route for that route name. Using more than one string in `static_routes` creates multiple static routes. The following shows an example of adding static routes for the `192.168.0.0/24` and `192.168.1.0/24` networks: [.programlisting] .... static_routes="net1 net2" route_net1="-net 192.168.0.0/24 192.168.0.1" route_net2="-net 192.168.1.0/24 192.168.1.1" .... [[network-routing-troubleshooting]] === Troubleshooting When an address space is assigned to a network, the service provider configures their routing tables so that all traffic for the network will be sent to the link for the site. But how do external sites know to send their packets to the network's ISP? There is a system that keeps track of all assigned address spaces and defines their point of connection to the Internet backbone, or 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 a particular network. It is the task of the service provider to advertise to the backbone sites that they are the point of connection, and thus the path inward, for a site. This is known as route propagation. Sometimes, there is a problem with route propagation and some sites are unable to connect. Perhaps the most useful command for trying to figure out where routing is breaking down is `traceroute`. It is useful when `ping` fails. When using `traceroute`, include the address of the remote host to connect to. The output 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, refer to man:traceroute[8]. [[network-routing-multicast]] === Multicast Considerations FreeBSD natively supports both multicast applications and multicast routing. Multicast applications do not require any special configuration in order to run on FreeBSD. Support for multicast routing requires that the following option be compiled into a custom kernel: [.programlisting] .... options MROUTING .... The multicast routing daemon, mrouted can be installed using the package:net/mrouted[] package or port. This daemon implements the DVMRP multicast routing protocol and is configured by editing [.filename]#/usr/local/etc/mrouted.conf# in order to set up the tunnels and DVMRP. The installation of mrouted also installs map-mbone and mrinfo, as well as their associated man pages. Refer to these for configuration examples. [NOTE] ==== DVMRP has largely been replaced by the PIM protocol in many multicast installations. Refer to man:pim[4] for more information. ==== [[configtuning-virtual-hosts]] == Virtual Hosts A 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 [.filename]#/etc/rc.conf#, as seen in this example: [source,shell] .... # sysrc ifconfig_fxp0_alias0="inet xxx.xxx.xxx.xxx netmask xxx.xxx.xxx.xxx" .... Alias entries must start with `alias__0__` using a sequential number such as `alias0`, `alias1`, and so on. The configuration process will stop at the first missing number. The calculation of alias netmasks is important. 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, expressed as either `255.255.255.255` or `0xffffffff`. For example, consider the case where the `fxp0` interface is connected to two networks: `10.1.1.0` with a netmask of `255.255.255.0` and `202.0.75.16` with a netmask of `255.255.255.240`. The system is to be configured to appear in the ranges `10.1.1.1` through `10.1.1.5` and `202.0.75.17` through `202.0.75.20`. Only the first address in a given network range should have a real netmask. All the rest (`10.1.1.2` through `10.1.1.5` and `202.0.75.18` through `202.0.75.20`) must be configured with a netmask of `255.255.255.255`. The following [.filename]#/etc/rc.conf# entries configure the adapter correctly for this scenario: [source,shell] .... # sysrc ifconfig_fxp0="inet 10.1.1.1 netmask 255.255.255.0" # sysrc ifconfig_fxp0_alias0="inet 10.1.1.2 netmask 255.255.255.255" # sysrc ifconfig_fxp0_alias1="inet 10.1.1.3 netmask 255.255.255.255" # sysrc ifconfig_fxp0_alias2="inet 10.1.1.4 netmask 255.255.255.255" # sysrc ifconfig_fxp0_alias3="inet 10.1.1.5 netmask 255.255.255.255" # sysrc ifconfig_fxp0_alias4="inet 202.0.75.17 netmask 255.255.255.240" # sysrc ifconfig_fxp0_alias5="inet 202.0.75.18 netmask 255.255.255.255" # sysrc ifconfig_fxp0_alias6="inet 202.0.75.19 netmask 255.255.255.255" # sysrc ifconfig_fxp0_alias7="inet 202.0.75.20 netmask 255.255.255.255" .... A simpler way to express this is with a space-separated list of IP address ranges. The first address will be given the indicated subnet mask and the additional addresses will have a subnet mask of `255.255.255.255`. [source,shell] .... # sysrc ifconfig_fxp0_aliases="inet 10.1.1.1-5/24 inet 202.0.75.17-20/28" .... [[network-advanced-wireless]] == Wireless Advanced Authentication FreeBSD supports different ways of connecting to a wireless network. This section describes how to perform advanced authentication to a Wireless Network. To make a connection and basic authentication to a wireless network the section crossref:network[wireless-authentication,Connection and Authentication to a Wireless Network] in the Network Chapter describes how to do it. [[network-wireless-wpa-eap-tls]] === WPA with EAP-TLS The second way to use WPA is with an 802.1X backend authentication server. In this case, WPA is called WPA Enterprise to differentiate it from the less secure WPA Personal. Authentication in WPA Enterprise is based on the Extensible Authentication Protocol (EAP). EAP does not come with an encryption method. Instead, EAP is embedded inside an encrypted tunnel. There are many EAP authentication methods, but EAP-TLS, EAP-TTLS, and EAP-PEAP are the most common. EAP with Transport Layer Security (EAP-TLS) is a well-supported wireless authentication protocol since it was the first EAP method to be certified by the http://www.wi-fi.org/[Wi-Fi Alliance]. EAP-TLS requires three certificates to run: the certificate of the Certificate Authority (CA) installed on all machines, the server certificate for the authentication server, and one client certificate for each wireless client. In this EAP method, both the authentication server and wireless client authenticate each other by presenting their respective certificates, and then verify that these certificates were signed by the organization's CA. As previously, the configuration is done via [.filename]#/etc/wpa_supplicant.conf#: [.programlisting] .... network={ ssid="freebsdap" <.> proto=RSN <.> key_mgmt=WPA-EAP <.> eap=TLS <.> identity="loader" <.> ca_cert="/etc/certs/cacert.pem" <.> client_cert="/etc/certs/clientcert.pem" <.> private_key="/etc/certs/clientkey.pem" <.> private_key_passwd="freebsdmallclient" <.> } .... <.> This field indicates the network name (SSID). <.> This example uses the RSN IEEE(R) 802.11i protocol, also known as WPA2. <.> The `key_mgmt` line refers to the key management protocol to use. In this example, it is WPA using EAP authentication. <.> This field indicates the EAP method for the connection. <.> The `identity` field contains the identity string for EAP. <.> The `ca_cert` field indicates the pathname of the CA certificate file. This file is needed to verify the server certificate. <.> The `client_cert` line gives the pathname to the client certificate file. This certificate is unique to each wireless client of the network. <.> The `private_key` field is the pathname to the client certificate private key file. <.> The `private_key_passwd` field contains the passphrase for the private key. Then, add the following lines to [.filename]#/etc/rc.conf#: [.programlisting] .... wlans_ath0="wlan0" ifconfig_wlan0="WPA DHCP" .... The next step is to bring up the interface: [source,shell] .... # service netif start Starting wpa_supplicant. DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 7 DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 15 DHCPACK from 192.168.0.20 bound to 192.168.0.254 -- renewal in 300 seconds. wlan0: flags=8843 mtu 1500 ether 00:11:95:d5:43:62 inet 192.168.0.254 netmask 0xffffff00 broadcast 192.168.0.255 media: IEEE 802.11 Wireless Ethernet DS/11Mbps mode 11g status: associated ssid freebsdap channel 1 (2412 Mhz 11g) bssid 00:11:95:c3:0d:ac country US ecm authmode WPA2/802.11i privacy ON deftxkey UNDEF AES-CCM 3:128-bit txpower 21.5 bmiss 7 scanvalid 450 bgscan bgscanintvl 300 bgscanidle 250 roam:rssi 7 roam:rate 5 protmode CTS wme burst roaming MANUAL .... It is also possible to bring up the interface manually using man:wpa_supplicant[8] and man:ifconfig[8]. [[network-wireless-wpa-eap-ttls]] === WPA with EAP-TTLS With EAP-TLS, both the authentication server and the client need a certificate. With EAP-TTLS, a client certificate is optional. This method is similar to a web server which creates a secure SSL tunnel even if visitors do not have client-side certificates. EAP-TTLS uses an encrypted TLS tunnel for safe transport of the authentication data. The required configuration can be added to [.filename]#/etc/wpa_supplicant.conf#: [.programlisting] .... network={ ssid="freebsdap" proto=RSN key_mgmt=WPA-EAP eap=TTLS <.> identity="test" <.> password="test" <.> ca_cert="/etc/certs/cacert.pem" <.> phase2="auth=MD5" <.> } .... <.> This field specifies the EAP method for the connection. <.> The `identity` field contains the identity string for EAP authentication inside the encrypted TLS tunnel. <.> The `password` field contains the passphrase for the EAP authentication. <.> The `ca_cert` field indicates the pathname of the CA certificate file. This file is needed to verify the server certificate. <.> This field specifies the authentication method used in the encrypted TLS tunnel. In this example, EAP with MD5-Challenge is used. The "inner authentication" phase is often called "phase2". Next, add the following lines to [.filename]#/etc/rc.conf#: [.programlisting] .... wlans_ath0="wlan0" ifconfig_wlan0="WPA DHCP" .... The next step is to bring up the interface: [source,shell] .... # service netif start Starting wpa_supplicant. DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 7 DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 15 DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 21 DHCPACK from 192.168.0.20 bound to 192.168.0.254 -- renewal in 300 seconds. wlan0: flags=8843 mtu 1500 ether 00:11:95:d5:43:62 inet 192.168.0.254 netmask 0xffffff00 broadcast 192.168.0.255 media: IEEE 802.11 Wireless Ethernet DS/11Mbps mode 11g status: associated ssid freebsdap channel 1 (2412 Mhz 11g) bssid 00:11:95:c3:0d:ac country US ecm authmode WPA2/802.11i privacy ON deftxkey UNDEF AES-CCM 3:128-bit txpower 21.5 bmiss 7 scanvalid 450 bgscan bgscanintvl 300 bgscanidle 250 roam:rssi 7 roam:rate 5 protmode CTS wme burst roaming MANUAL .... [[network-wireless-wpa-eap-peap]] === WPA with EAP-PEAP [NOTE] ==== PEAPv0/EAP-MSCHAPv2 is the most common PEAP method. In this chapter, the term PEAP is used to refer to that method. ==== Protected EAP (PEAP) is designed as an alternative to EAP-TTLS and is the most used EAP standard after EAP-TLS. In a network with mixed operating systems, PEAP should be the most supported standard after EAP-TLS. PEAP is similar to EAP-TTLS as it uses a server-side certificate to authenticate clients by creating an encrypted TLS tunnel between the client and the authentication server, which protects the ensuing exchange of authentication information. PEAP authentication differs from EAP-TTLS as it broadcasts the username in the clear and only the password is sent in the encrypted TLS tunnel. EAP-TTLS will use the TLS tunnel for both the username and password. Add the following lines to [.filename]#/etc/wpa_supplicant.conf# to configure the EAP-PEAP related settings: [.programlisting] .... network={ ssid="freebsdap" proto=RSN key_mgmt=WPA-EAP eap=PEAP <.> identity="test" <.> password="test" <.> ca_cert="/etc/certs/cacert.pem" <.> phase1="peaplabel=0" <.> phase2="auth=MSCHAPV2" <.> } .... <.> This field specifies the EAP method for the connection. <.> The `identity` field contains the identity string for EAP authentication inside the encrypted TLS tunnel. <.> The `password` field contains the passphrase for the EAP authentication. <.> The `ca_cert` field indicates the pathname of the CA certificate file. This file is needed to verify the server certificate. <.> This field contains the parameters for the first phase of authentication, the TLS tunnel. According to the authentication server used, specify a specific label for authentication. Most of the time, the label will be "client EAP encryption" which is set by using `peaplabel=0`. More information can be found in man:wpa_supplicant.conf[5]. <.> This field specifies the authentication protocol used in the encrypted TLS tunnel. In the case of PEAP, it is `auth=MSCHAPV2`. Add the following to [.filename]#/etc/rc.conf#: [.programlisting] .... wlans_ath0="wlan0" ifconfig_wlan0="WPA DHCP" .... Then, bring up the interface: [source,shell] .... # service netif start Starting wpa_supplicant. DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 7 DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 15 DHCPREQUEST on wlan0 to 255.255.255.255 port 67 interval 21 DHCPACK from 192.168.0.20 bound to 192.168.0.254 -- renewal in 300 seconds. wlan0: flags=8843 mtu 1500 ether 00:11:95:d5:43:62 inet 192.168.0.254 netmask 0xffffff00 broadcast 192.168.0.255 media: IEEE 802.11 Wireless Ethernet DS/11Mbps mode 11g status: associated ssid freebsdap channel 1 (2412 Mhz 11g) bssid 00:11:95:c3:0d:ac country US ecm authmode WPA2/802.11i privacy ON deftxkey UNDEF AES-CCM 3:128-bit txpower 21.5 bmiss 7 scanvalid 450 bgscan bgscanintvl 300 bgscanidle 250 roam:rssi 7 roam:rate 5 protmode CTS wme burst roaming MANUAL .... [[wireless-ad-hoc-mode]] == Wireless Ad-hoc Mode IBSS mode, also called ad-hoc mode, is designed for point to point connections. For example, to establish an ad-hoc network between the machines `A` and `B`, choose two IP addresses and a SSID. On `A`: [source,shell] .... # ifconfig wlan0 create wlandev ath0 wlanmode adhoc # ifconfig wlan0 inet 192.168.0.1 netmask 255.255.255.0 ssid freebsdap # ifconfig wlan0 wlan0: flags=8843 metric 0 mtu 1500 ether 00:11:95:c3:0d:ac inet 192.168.0.1 netmask 0xffffff00 broadcast 192.168.0.255 media: IEEE 802.11 Wireless Ethernet autoselect mode 11g status: running ssid freebsdap channel 2 (2417 Mhz 11g) bssid 02:11:95:c3:0d:ac country US ecm authmode OPEN privacy OFF txpower 21.5 scanvalid 60 protmode CTS wme burst .... The `adhoc` parameter indicates that the interface is running in IBSS mode. `B` should now be able to detect `A`: [source,shell] .... # ifconfig wlan0 create wlandev ath0 wlanmode adhoc # ifconfig wlan0 up scan SSID/MESH ID BSSID CHAN RATE S:N INT CAPS freebsdap 02:11:95:c3:0d:ac 2 54M -64:-96 100 IS WME .... The `I` in the output confirms that `A` is in ad-hoc mode. Now, configure `B` with a different IP address: [source,shell] .... # ifconfig wlan0 inet 192.168.0.2 netmask 255.255.255.0 ssid freebsdap # ifconfig wlan0 wlan0: flags=8843 metric 0 mtu 1500 ether 00:11:95:d5:43:62 inet 192.168.0.2 netmask 0xffffff00 broadcast 192.168.0.255 media: IEEE 802.11 Wireless Ethernet autoselect mode 11g status: running ssid freebsdap channel 2 (2417 Mhz 11g) bssid 02:11:95:c3:0d:ac country US ecm authmode OPEN privacy OFF txpower 21.5 scanvalid 60 protmode CTS wme burst .... Both `A` and `B` are now ready to exchange information. [[network-wireless-ap]] === FreeBSD Host Access Points FreeBSD can act as an Access Point (AP) which eliminates the need to buy a hardware AP or run an ad-hoc network. This can be particularly useful when a FreeBSD machine is acting as a gateway to another network such as the Internet. [[network-wireless-ap-basic]] ==== Basic Settings Before configuring a FreeBSD machine as an AP, the kernel must be configured with the appropriate networking support for the wireless card as well as the security protocols being used. -For more details, see crossref:advanced-networking[network-wireless-basic]. +For more details, see crossref:advanced-networking[network-wireless-ap-basic, Basic Settings]. [NOTE] ==== The NDIS driver wrapper for Windows(R) drivers does not currently support AP operation. Only native FreeBSD wireless drivers support AP mode. ==== Once wireless networking support is loaded, check if the wireless device supports the host-based access point mode, also known as hostap mode: [source,shell] .... # ifconfig wlan0 create wlandev ath0 # ifconfig wlan0 list caps drivercaps=6f85edc1 cryptocaps=1f .... This output displays the card's capabilities. The `HOSTAP` word confirms that this wireless card can act as an AP. Various supported ciphers are also listed: WEP, TKIP, and AES. This information indicates which security protocols can be used on the AP. The wireless device can only be put into hostap mode during the creation of the network pseudo-device, so a previously created device must be destroyed first: [source,shell] .... # ifconfig wlan0 destroy .... then regenerated with the correct option before setting the other parameters: [source,shell] .... # ifconfig wlan0 create wlandev ath0 wlanmode hostap # ifconfig wlan0 inet 192.168.0.1 netmask 255.255.255.0 ssid freebsdap mode 11g channel 1 .... Use man:ifconfig[8] again to see the status of the [.filename]#wlan0# interface: [source,shell] .... # ifconfig wlan0 wlan0: flags=8843 metric 0 mtu 1500 ether 00:11:95:c3:0d:ac inet 192.168.0.1 netmask 0xffffff00 broadcast 192.168.0.255 media: IEEE 802.11 Wireless Ethernet autoselect mode 11g status: running ssid freebsdap channel 1 (2412 Mhz 11g) bssid 00:11:95:c3:0d:ac country US ecm authmode OPEN privacy OFF txpower 21.5 scanvalid 60 protmode CTS wme burst dtimperiod 1 -dfs .... The `hostap` parameter indicates the interface is running in the host-based access point mode. The interface configuration can be done automatically at boot time by adding the following lines to [.filename]#/etc/rc.conf#: [.programlisting] .... wlans_ath0="wlan0" create_args_wlan0="wlanmode hostap" ifconfig_wlan0="inet 192.168.0.1 netmask 255.255.255.0 ssid freebsdap mode 11g channel 1" .... ==== Host-based Access Point Without Authentication or Encryption Although it is not recommended to run an AP without any authentication or encryption, this is a simple way to check if the AP is working. This configuration is also important for debugging client issues. Once the AP is configured, initiate a scan from another wireless machine to find the AP: [source,shell] .... # ifconfig wlan0 create wlandev ath0 # ifconfig wlan0 up scan SSID/MESH ID BSSID CHAN RATE S:N INT CAPS freebsdap 00:11:95:c3:0d:ac 1 54M -66:-96 100 ES WME .... The client machine found the AP and can be associated with it: [source,shell] .... # ifconfig wlan0 inet 192.168.0.2 netmask 255.255.255.0 ssid freebsdap # ifconfig wlan0 wlan0: flags=8843 metric 0 mtu 1500 ether 00:11:95:d5:43:62 inet 192.168.0.2 netmask 0xffffff00 broadcast 192.168.0.255 media: IEEE 802.11 Wireless Ethernet OFDM/54Mbps mode 11g status: associated ssid freebsdap channel 1 (2412 Mhz 11g) bssid 00:11:95:c3:0d:ac country US ecm authmode OPEN privacy OFF txpower 21.5 bmiss 7 scanvalid 60 bgscan bgscanintvl 300 bgscanidle 250 roam:rssi 7 roam:rate 5 protmode CTS wme burst .... [[network-wireless-ap-wpa]] ==== WPA2 Host-based Access Point This section focuses on setting up a FreeBSD access point using the WPA2 security protocol. More details regarding WPA and the configuration of WPA-based wireless clients -can be found in crossref:advanced-networking[network-wireless-wpa]. +can be found in crossref:advanced-networking[network-wireless-wpa, WPA with EAP-TLS]. The man:hostapd[8] daemon is used to deal with client authentication and key management on the WPA2-enabled AP. The following configuration operations are performed on the FreeBSD machine acting as the AP. Once the AP is correctly working, man:hostapd[8] can be automatically started at boot with this line in [.filename]#/etc/rc.conf#: [.programlisting] .... hostapd_enable="YES" .... Before trying to configure man:hostapd[8], first configure the basic settings introduced in crossref:advanced-networking[network-wireless-ap-basic, Basic Settings]. ===== WPA2-PSK WPA2-PSK is intended for small networks where the use of a backend authentication server is not possible or desired. The configuration is done in [.filename]#/etc/hostapd.conf#: [.programlisting] .... interface=wlan0 <.> debug=1 <.> ctrl_interface=/var/run/hostapd <.> ctrl_interface_group=wheel <.> ssid=freebsdap <.> wpa=2 <.> wpa_passphrase=freebsdmall <.> wpa_key_mgmt=WPA-PSK <.> wpa_pairwise=CCMP <.> .... <.> Wireless interface used for the access point. <.> Level of verbosity used during the execution of man:hostapd[8]. A value of `1` represents the minimal level. <.> Pathname of the directory used by man:hostapd[8] to store domain socket files for communication with external programs such as man:hostapd_cli[8]. The default value is used in this example. <.> The group allowed to access the control interface files. <.> The wireless network name, or SSID, that will appear in wireless scans. <.> Enable WPA and specify which WPA authentication protocol will be required. A value of `2` configures the AP for WPA2 and is recommended. Set to `1` only if the obsolete WPA is required. <.> ASCII passphrase for WPA authentication. <.> The key management protocol to use. This example sets WPA-PSK. <.> Encryption algorithms accepted by the access point. In this example, only the CCMP (AES) cipher is accepted. CCMP is an alternative to TKIP and is strongly preferred when possible. TKIP should be allowed only when there are stations incapable of using CCMP. The next step is to start man:hostapd[8]: [source,shell] .... # service hostapd forcestart .... [source,shell] .... # ifconfig wlan0 wlan0: flags=8943 metric 0 mtu 1500 ether 04:f0:21:16:8e:10 inet6 fe80::6f0:21ff:fe16:8e10%wlan0 prefixlen 64 scopeid 0x9 nd6 options=21 media: IEEE 802.11 Wireless Ethernet autoselect mode 11na status: running ssid No5ignal channel 36 (5180 MHz 11a ht/40+) bssid 04:f0:21:16:8e:10 country US ecm authmode WPA2/802.11i privacy MIXED deftxkey 2 AES-CCM 2:128-bit AES-CCM 3:128-bit txpower 17 mcastrate 6 mgmtrate 6 scanvalid 60 ampdulimit 64k ampdudensity 8 shortgi wme burst dtimperiod 1 -dfs groups: wlan .... Once the AP is running, the clients can associate with it. -See crossref:advanced-networking[network-wireless-wpa] for more details. +See crossref:advanced-networking[network-wireless-ap-basic, Basic Settings] for more details. It is possible to see the stations associated with the AP using `ifconfig _wlan0_ list sta`. [[network-usb-tethering]] == USB Tethering Many cellphones provide the option to share their data connection over USB (often called "tethering"). This feature uses one of RNDIS, CDC, or a custom Apple(R) iPhone(R)/iPad(R) protocol. * Android(TM) devices generally use the man:urndis[4] driver. * Apple(R) devices use the man:ipheth[4] driver. * Older devices will often use the man:cdce[4] driver. Before attaching a device, load the appropriate driver into the kernel: [source,shell] .... # kldload if_urndis # kldload if_cdce # kldload if_ipheth .... Once the device is attached ``ue``_0_ will be available for use like a normal network device. Be sure that the "USB tethering" option is enabled on the device. To make this change permanent and load the driver as a module at boot time, place the appropriate line of the following in [.filename]#/boot/loader.conf#: [source,shell] .... if_urndis_load="YES" if_cdce_load="YES" if_ipheth_load="YES" .... [[network-bluetooth]] == Bluetooth Bluetooth is a wireless technology for creating personal networks operating in the 2.4 GHz unlicensed band, with a range of 10 meters. Networks are usually formed ad-hoc from portable devices such as cellular phones, handhelds, and laptops. Unlike Wi-Fi wireless technology, Bluetooth offers higher level service profiles, such as FTP-like file servers, file pushing, voice transport, serial line emulation, and more. This section describes the use of a USB Bluetooth dongle on a FreeBSD system. It then describes the various Bluetooth protocols and utilities. === Loading Bluetooth Support The Bluetooth stack in FreeBSD is implemented using the man:netgraph[4] framework. A broad variety of Bluetooth USB dongles is supported by man:ng_ubt[4]. Broadcom BCM2033 based Bluetooth devices are supported by the man:ubtbcmfw[4] and man:ng_ubt[4] drivers. The 3Com Bluetooth PC Card 3CRWB60-A is supported by the man:ng_bt3c[4] driver. Serial and UART based Bluetooth devices are supported by man:sio[4], man:ng_h4[4], and man:hcseriald[8]. Before attaching a device, determine which of the above drivers it uses, then load the driver. For example, if the device uses the man:ng_ubt[4] driver: [source,shell] .... # kldload ng_ubt .... If the Bluetooth device will be attached to the system during system startup, the system can be configured to load the module at boot time by adding the driver to [.filename]#/boot/loader.conf#: [.programlisting] .... ng_ubt_load="YES" .... Once the driver is loaded, plug in the USB dongle. If the driver load was successful, output similar to the following should appear on the console and in [.filename]#/var/log/messages#: [source,shell] .... ubt0: vendor 0x0a12 product 0x0001, rev 1.10/5.25, addr 2 ubt0: Interface 0 endpoints: interrupt=0x81, bulk-in=0x82, bulk-out=0x2 ubt0: Interface 1 (alt.config 5) endpoints: isoc-in=0x83, isoc-out=0x3, wMaxPacketSize=49, nframes=6, buffer size=294 .... To start and stop the Bluetooth stack, use its startup script. It is a good idea to stop the stack before unplugging the device. Starting the bluetooth stack might require man:hcsecd[8] to be started. When starting the stack, the output should be similar to the following: [source,shell] .... # service bluetooth start ubt0 BD_ADDR: 00:02:72:00:d4:1a Features: 0xff 0xff 0xf 00 00 00 00 00 <3-Slot> <5-Slot> Max. ACL packet size: 192 bytes Number of ACL packets: 8 Max. SCO packet size: 64 bytes Number of SCO packets: 8 .... === Finding Other Bluetooth Devices The Host Controller Interface (HCI) provides a uniform method for accessing Bluetooth baseband capabilities. In FreeBSD, a netgraph HCI node is created for each Bluetooth device. For more details, refer to man:ng_hci[4]. One of the most common tasks is discovery of Bluetooth devices within RF proximity. This operation is called _inquiry_. Inquiry and other HCI related operations are done using man:hccontrol[8]. The example below shows how to find out which Bluetooth devices are in range. The list of devices should be displayed in a few seconds. Note that a remote device will only answer the inquiry if it is set to _discoverable_ mode. [source,shell] .... % hccontrol -n ubt0hci inquiry Inquiry result, num_responses=1 Inquiry result #0 BD_ADDR: 00:80:37:29:19:a4 Page Scan Rep. Mode: 0x1 Page Scan Period Mode: 00 Page Scan Mode: 00 Class: 52:02:04 Clock offset: 0x78ef Inquiry complete. Status: No error [00] .... The `BD_ADDR` is the unique address of a Bluetooth device, similar to the MAC address of a network card. This address is needed for further communication with a device and it is possible to assign a human readable name to a `BD_ADDR`. Information regarding the known Bluetooth hosts is contained in [.filename]#/etc/bluetooth/hosts#. The following example shows how to obtain the human readable name that was assigned to the remote device: [source,shell] .... % hccontrol -n ubt0hci remote_name_request 00:80:37:29:19:a4 BD_ADDR: 00:80:37:29:19:a4 Name: Pav's T39 .... If an inquiry is performed on a remote Bluetooth device, it will find the computer as "your.host.name (ubt0)". The name assigned to the local device can be changed at any time. Remote devices can be assigned aliases in [.filename]#/etc/bluetooth/hosts#. More information about [.filename]#/etc/bluetooth/hosts# file might be found in man:bluetooth.hosts[5]. The Bluetooth system provides a point-to-point connection between two Bluetooth units, or a point-to-multipoint connection which is shared among several Bluetooth devices. The following example shows how to create a connection to a remote device: [source,shell] .... % hccontrol -n ubt0hci create_connection BT_ADDR .... `create_connection` accepts `BT_ADDR` as well as host aliases in [.filename]#/etc/bluetooth/hosts#. The following example shows how to obtain the list of active baseband connections for the local device: [source,shell] .... % hccontrol -n ubt0hci read_connection_list Remote BD_ADDR Handle Type Mode Role Encrypt Pending Queue State 00:80:37:29:19:a4 41 ACL 0 MAST NONE 0 0 OPEN .... A _connection handle_ is useful when termination of the baseband connection is required, though it is normally not required to do this by hand. The stack will automatically terminate inactive baseband connections. [source,shell] .... # hccontrol -n ubt0hci disconnect 41 Connection handle: 41 Reason: Connection terminated by local host [0x16] .... Type `hccontrol help` for a complete listing of available HCI commands. Most of the HCI commands do not require superuser privileges. === Device Pairing By default, Bluetooth communication is not authenticated, and any device can talk to any other device. A Bluetooth device, such as a cellular phone, may choose to require authentication to provide a particular service. Bluetooth authentication is normally done with a _PIN code_, an ASCII string up to 16 characters in length. The user is required to enter the same PIN code on both devices. Once the user has entered the PIN code, both devices will generate a _link key_. After that, the link key can be stored either in the devices or in a persistent storage. Next time, both devices will use the previously generated link key. This procedure is called _pairing_. Note that if the link key is lost by either device, the pairing must be repeated. The man:hcsecd[8] daemon is responsible for handling Bluetooth authentication requests. The default configuration file is [.filename]#/etc/bluetooth/hcsecd.conf#. An example section for a cellular phone with the PIN code set to `1234` is shown below: [.programlisting] .... device { bdaddr 00:80:37:29:19:a4; name "Pav's T39"; key nokey; pin "1234"; } .... The only limitation on PIN codes is length. Some devices, such as Bluetooth headsets, may have a fixed PIN code built in. The `-d` switch forces man:hcsecd[8] to stay in the foreground, so it is easy to see what is happening. Set the remote device to receive pairing and initiate the Bluetooth connection to the remote device. The remote device should indicate that pairing was accepted and request the PIN code. Enter the same PIN code listed in [.filename]#hcsecd.conf#. Now the computer and the remote device are paired. Alternatively, pairing can be initiated on the remote device. The following line can be added to [.filename]#/etc/rc.conf# to configure man:hcsecd[8] to start automatically on system start: [.programlisting] .... hcsecd_enable="YES" .... The following is a sample of the man:hcsecd[8] daemon output: [.programlisting] .... hcsecd[16484]: Got Link_Key_Request event from 'ubt0hci', remote bdaddr 0:80:37:29:19:a4 hcsecd[16484]: Found matching entry, remote bdaddr 0:80:37:29:19:a4, name 'Pav's T39', link key doesn't exist hcsecd[16484]: Sending Link_Key_Negative_Reply to 'ubt0hci' for remote bdaddr 0:80:37:29:19:a4 hcsecd[16484]: Got PIN_Code_Request event from 'ubt0hci', remote bdaddr 0:80:37:29:19:a4 hcsecd[16484]: Found matching entry, remote bdaddr 0:80:37:29:19:a4, name 'Pav's T39', PIN code exists hcsecd[16484]: Sending PIN_Code_Reply to 'ubt0hci' for remote bdaddr 0:80:37:29:19:a4 .... === Network Access with PPP Profiles A Dial-Up Networking (DUN) profile can be used to configure a cellular phone as a wireless modem for connecting to a dial-up Internet access server. It can also be used to configure a computer to receive data calls from a cellular phone. Network access with a PPP profile can be used to provide LAN access for a single Bluetooth device or multiple Bluetooth devices. It can also provide PC to PC connection using PPP networking over serial cable emulation. In FreeBSD, these profiles are implemented with man:ppp[8] and the man:rfcomm_pppd[8] wrapper which converts a Bluetooth connection into something PPP can use. Before a profile can be used, a new PPP label must be created in [.filename]#/etc/ppp/ppp.conf#. Consult man:rfcomm_pppd[8] for examples. In this example, man:rfcomm_pppd[8] is used to open a connection to a remote device with a `BD_ADDR` of `00:80:37:29:19:a4` on a DUNRFCOMM channel: [source,shell] .... # rfcomm_pppd -a 00:80:37:29:19:a4 -c -C dun -l rfcomm-dialup .... The actual channel number will be obtained from the remote device using the SDP protocol. It is possible to specify the RFCOMM channel by hand, and in this case man:rfcomm_pppd[8] will not perform the SDP query. Use man:sdpcontrol[8] to find out the RFCOMM channel on the remote device. In order to provide network access with the PPPLAN service, man:sdpd[8] must be running and a new entry for LAN clients must be created in [.filename]#/etc/ppp/ppp.conf#. Consult man:rfcomm_pppd[8] for examples. Finally, start the RFCOMMPPP server on a valid RFCOMM channel number. The RFCOMMPPP server will automatically register the Bluetooth LAN service with the local SDP daemon. The example below shows how to start the RFCOMMPPP server. [source,shell] .... # rfcomm_pppd -s -C 7 -l rfcomm-server .... === Bluetooth Protocols This section provides an overview of the various Bluetooth protocols, their function, and associated utilities. ==== Logical Link Control and Adaptation Protocol (L2CAP) The Logical Link Control and Adaptation Protocol (L2CAP) provides connection-oriented and connectionless data services to upper layer protocols. L2CAP permits higher level protocols and applications to transmit and receive L2CAP data packets up to 64 kilobytes in length. L2CAP is based around the concept of _channels_. A channel is a logical connection on top of a baseband connection, where each channel is bound to a single protocol in a many-to-one fashion. Multiple channels can be bound to the same protocol, but a channel cannot be bound to multiple protocols. Each L2CAP packet received on a channel is directed to the appropriate higher level protocol. Multiple channels can share the same baseband connection. In FreeBSD, a netgraph L2CAP node is created for each Bluetooth device. This node is normally connected to the downstream Bluetooth HCI node and upstream Bluetooth socket nodes. The default name for the L2CAP node is "devicel2cap". For more details refer to man:ng_l2cap[4]. A useful command is man:l2ping[8], which can be used to ping other devices. Some Bluetooth implementations might not return all of the data sent to them, so `0 bytes` in the following example is normal. [source,shell] .... # l2ping -a 00:80:37:29:19:a4 0 bytes from 0:80:37:29:19:a4 seq_no=0 time=48.633 ms result=0 0 bytes from 0:80:37:29:19:a4 seq_no=1 time=37.551 ms result=0 0 bytes from 0:80:37:29:19:a4 seq_no=2 time=28.324 ms result=0 0 bytes from 0:80:37:29:19:a4 seq_no=3 time=46.150 ms result=0 .... The man:l2control[8] utility is used to perform various operations on L2CAP nodes. This example shows how to obtain the list of logical connections (channels) and the list of baseband connections for the local device: [source,shell] .... % l2control -a 00:02:72:00:d4:1a read_channel_list L2CAP channels: Remote BD_ADDR SCID/ DCID PSM IMTU/ OMTU State 00:07:e0:00:0b:ca 66/ 64 3 132/ 672 OPEN % l2control -a 00:02:72:00:d4:1a read_connection_list L2CAP connections: Remote BD_ADDR Handle Flags Pending State 00:07:e0:00:0b:ca 41 O 0 OPEN .... Another diagnostic tool is man:btsockstat[1]. It is similar to man:netstat[1], but for Bluetooth network-related data structures. The example below shows the same logical connection as man:l2control[8] above. [source,shell] .... % btsockstat Active L2CAP sockets PCB Recv-Q Send-Q Local address/PSM Foreign address CID State c2afe900 0 0 00:02:72:00:d4:1a/3 00:07:e0:00:0b:ca 66 OPEN Active RFCOMM sessions L2PCB PCB Flag MTU Out-Q DLCs State c2afe900 c2b53380 1 127 0 Yes OPEN Active RFCOMM sockets PCB Recv-Q Send-Q Local address Foreign address Chan DLCI State c2e8bc80 0 250 00:02:72:00:d4:1a 00:07:e0:00:0b:ca 3 6 OPEN .... ==== Radio Frequency Communication (RFCOMM) The RFCOMM protocol provides emulation of serial ports over the L2CAP protocol. RFCOMM is a simple transport protocol, with additional provisions for emulating the 9 circuits of RS-232 (EIATIA-232-E) serial ports. It supports up to 60 simultaneous connections (RFCOMM channels) between two Bluetooth devices. For the purposes of RFCOMM, a complete communication path involves two applications running on the communication endpoints with a communication segment between them. RFCOMM is intended to cover applications that make use of the serial ports of the devices in which they reside. The communication segment is a direct connect Bluetooth link from one device to another. RFCOMM is only concerned with the connection between the devices in the direct connect case, or between the device and a modem in the network case. RFCOMM can support other configurations, such as modules that communicate via Bluetooth wireless technology on one side and provide a wired interface on the other side. In FreeBSD, RFCOMM is implemented at the Bluetooth sockets layer. ==== Service Discovery Protocol (SDP) The Service Discovery Protocol (SDP) provides the means for client applications to discover the existence of services provided by server applications as well as the attributes of those services. The attributes of a service include the type or class of service offered and the mechanism or protocol information needed to utilize the service. SDP involves communication between a SDP server and a SDP client. The server maintains a list of service records that describe the characteristics of services associated with the server. Each service record contains information about a single service. A client may retrieve information from a service record maintained by the SDP server by issuing a SDP request. If the client, or an application associated with the client, decides to use a service, it must open a separate connection to the service provider in order to utilize the service. SDP provides a mechanism for discovering services and their attributes, but it does not provide a mechanism for utilizing those services. Normally, a SDP client searches for services based on some desired characteristics of the services. However, there are times when it is desirable to discover which types of services are described by an SDP server's service records without any prior information about the services. This process of looking for any offered services is called _browsing_. The Bluetooth SDP server, man:sdpd[8], and command line client, man:sdpcontrol[8], are included in the standard FreeBSD installation. The following example shows how to perform a SDP browse query. [source,shell] .... % sdpcontrol -a 00:01:03:fc:6e:ec browse Record Handle: 00000000 Service Class ID List: Service Discovery Server (0x1000) Protocol Descriptor List: L2CAP (0x0100) Protocol specific parameter #1: u/int/uuid16 1 Protocol specific parameter #2: u/int/uuid16 1 Record Handle: 0x00000001 Service Class ID List: Browse Group Descriptor (0x1001) Record Handle: 0x00000002 Service Class ID List: LAN Access Using PPP (0x1102) Protocol Descriptor List: L2CAP (0x0100) RFCOMM (0x0003) Protocol specific parameter #1: u/int8/bool 1 Bluetooth Profile Descriptor List: LAN Access Using PPP (0x1102) ver. 1.0 .... Note that each service has a list of attributes, such as the RFCOMM channel. Depending on the service, the user might need to make note of some of the attributes. Some Bluetooth implementations do not support service browsing and may return an empty list. In this case, it is possible to search for the specific service. The example below shows how to search for the OBEX Object Push (OPUSH) service: [source,shell] .... % sdpcontrol -a 00:01:03:fc:6e:ec search OPUSH .... Offering services on FreeBSD to Bluetooth clients is done with the man:sdpd[8] server. The following line can be added to [.filename]#/etc/rc.conf#: [.programlisting] .... sdpd_enable="YES" .... Then the man:sdpd[8] daemon can be started with: [source,shell] .... # service sdpd start .... The local server application that wants to provide a Bluetooth service to remote clients will register the service with the local SDP daemon. An example of such an application is man:rfcomm_pppd[8]. Once started, it will register the Bluetooth LAN service with the local SDP daemon. The list of services registered with the local SDP server can be obtained by issuing a SDP browse query via the local control channel: [source,shell] .... # sdpcontrol -l browse .... ==== OBEX Object Push (OPUSH) Object Exchange (OBEX) is a widely used protocol for simple file transfers between mobile devices. Its main use is in infrared communication, where it is used for generic file transfers between notebooks or PDAs, and for sending business cards or calendar entries between cellular phones and other devices with Personal Information Manager (PIM) applications. The OBEX server and client are implemented by obexapp, which can be installed using the package:comms/obexapp[] package or port. The OBEX client is used to push and/or pull objects from the OBEX server. An example object is a business card or an appointment. The OBEX client can obtain the RFCOMM channel number from the remote device via SDP. This can be done by specifying the service name instead of the RFCOMM channel number. Supported service names are: `IrMC`, `FTRN`, and `OPUSH`. It is also possible to specify the RFCOMM channel as a number. Below is an example of an OBEX session where the device information object is pulled from the cellular phone, and a new object, the business card, is pushed into the phone's directory. [source,shell] .... % obexapp -a 00:80:37:29:19:a4 -C IrMC obex> get telecom/devinfo.txt devinfo-t39.txt Success, response: OK, Success (0x20) obex> put new.vcf Success, response: OK, Success (0x20) obex> di Success, response: OK, Success (0x20) .... In order to provide the OPUSH service, man:sdpd[8] must be running and a root folder, where all incoming objects will be stored, must be created. The default path to the root folder is [.filename]#/var/spool/obex#. Finally, start the OBEX server on a valid RFCOMM channel number. The OBEX server will automatically register the OPUSH service with the local SDP daemon. The example below shows how to start the OBEX server. [source,shell] .... # obexapp -s -C 10 .... ==== Serial Port Profile (SPP) The Serial Port Profile (SPP) allows Bluetooth devices to perform serial cable emulation. This profile allows legacy applications to use Bluetooth as a cable replacement, through a virtual serial port abstraction. In FreeBSD, man:rfcomm_sppd[1] implements SPP and a pseudo tty is used as a virtual serial port abstraction. The example below shows how to connect to a remote device's serial port service. A RFCOMM channel does not have to be specified as man:rfcomm_sppd[1] can obtain it from the remote device via SDP. To override this, specify a RFCOMM channel on the command line. [source,shell] .... # rfcomm_sppd -a 00:07:E0:00:0B:CA -t rfcomm_sppd[94692]: Starting on /dev/pts/6... /dev/pts/6 .... Once connected, the pseudo tty can be used as serial port: [source,shell] .... # cu -l /dev/pts/6 .... The pseudo tty is printed on stdout and can be read by wrapper scripts: [.programlisting] .... PTS=`rfcomm_sppd -a 00:07:E0:00:0B:CA -t` cu -l $PTS .... === Troubleshooting By default, when FreeBSD is accepting a new connection, it tries to perform a role switch and become master. Some older Bluetooth devices which do not support role switching will not be able to connect. Since role switching is performed when a new connection is being established, it is not possible to ask the remote device if it supports role switching. However, there is a HCI option to disable role switching on the local side: [source,shell] .... # hccontrol -n ubt0hci write_node_role_switch 0 .... To display Bluetooth packets, use the third-party package hcidump, which can be installed using the package:comms/hcidump[] package or port. This utility is similar to man:tcpdump[1] and can be used to display the contents of Bluetooth packets on the terminal and to dump the Bluetooth packets to a file. [[network-bridging]] == Bridging It is sometimes useful to divide a network, such as an Ethernet segment, into 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 bridge works by learning the MAC addresses of the devices on each of its network interfaces. It forwards traffic between networks only when the source and destination MAC addresses are on different networks. In many respects, a bridge is like an Ethernet switch with very few ports. A FreeBSD system with multiple network interfaces can be configured to act as a bridge. Bridging can be useful in the following situations: Connecting Networks:: The basic operation of a bridge is to join two or more network segments. There are many reasons to use a host-based bridge instead of networking equipment, such as cabling constraints or firewalling. A bridge can also connect a wireless interface running in hostap mode to a wired network and act as an access point. Filtering/Traffic Shaping Firewall:: A bridge can be used when firewall functionality is needed without routing or Network Address Translation (NAT). + An example is a small company that is connected via DSL or ISDN to an ISP. There are thirteen public IP addresses from the ISP and ten computers on the network. In this situation, using a router-based firewall is difficult because of subnetting issues. A bridge-based firewall can be configured without any IP addressing issues. Network Tap:: A bridge can join two network segments in order to inspect all Ethernet frames that pass between them using man:bpf[4] and man:tcpdump[1] on the bridge interface, or by sending a copy of all frames out on an additional interface known as a span port. Layer 2 VPN:: Two Ethernet networks can be joined across an IP link by bridging the networks to an EtherIP tunnel or a man:tap[4] based solution such as OpenVPN. Layer 2 Redundancy:: A network can be connected together with multiple links and use the Spanning Tree Protocol (STP) to block redundant paths. This section describes how to configure a FreeBSD system as a bridge using man:if_bridge[4]. A netgraph bridging driver is also available, and is described in man:ng_bridge[4]. [NOTE] ==== Packet filtering can be used with any firewall package that hooks into the man:pfil[9] framework. The bridge can be used as a traffic shaper with man:altq[4] or man:dummynet[4]. ==== === Enabling the Bridge In FreeBSD, man:if_bridge[4] is a kernel module which is automatically loaded by man:ifconfig[8] when creating a bridge interface. It is also possible to compile bridge support into a custom kernel by adding `device if_bridge` to the custom kernel configuration file. The bridge is created using interface cloning. To create the bridge interface: [source,shell] .... # ifconfig bridge create bridge0 # ifconfig bridge0 bridge0: flags=8802 metric 0 mtu 1500 ether 96:3d:4b:f1:79:7a id 00:00:00:00:00:00 priority 32768 hellotime 2 fwddelay 15 maxage 20 holdcnt 6 proto rstp maxaddr 100 timeout 1200 root id 00:00:00:00:00:00 priority 0 ifcost 0 port 0 .... When a bridge interface is created, it is automatically assigned a randomly generated Ethernet address. The `maxaddr` and `timeout` parameters control how many MAC addresses the bridge will keep in its forwarding table and how many seconds before each entry is removed after it is last seen. The other parameters control how STP operates. Next, specify which network interfaces to add as members of the bridge. For the bridge to forward packets, all member interfaces and the bridge need to be up: [source,shell] .... # ifconfig bridge0 addm fxp0 addm fxp1 up # ifconfig fxp0 up # ifconfig fxp1 up .... The bridge can now forward Ethernet frames between [.filename]#fxp0# and [.filename]#fxp1#. Add the following lines to [.filename]#/etc/rc.conf# so the bridge is created at startup: [.programlisting] .... cloned_interfaces="bridge0" ifconfig_bridge0="addm fxp0 addm fxp1 up" ifconfig_fxp0="up" ifconfig_fxp1="up" .... If the bridge host needs an IP address, set it on the bridge interface, not on the member interfaces. The address can be set statically or via DHCP. This example sets a static IP address: [source,shell] .... # ifconfig bridge0 inet 192.168.0.1/24 .... It is also possible to assign an IPv6 address to a bridge interface. To make the changes permanent, add the addressing information to [.filename]#/etc/rc.conf#. [NOTE] ==== When packet filtering is enabled, bridged packets will pass through the filter inbound on the originating interface on the bridge interface, and outbound on the appropriate interfaces. Either stage can be disabled. When direction of the packet flow is important, it is best to firewall on the member interfaces rather than the bridge itself. The bridge has several configurable settings for passing non-IP and IP packets, and layer2 firewalling with man:ipfw[8]. See man:if_bridge[4] for more information. ==== === Enabling Spanning Tree For an Ethernet network to function properly, only one active path can exist between two devices. The STP protocol detects loops and puts redundant links into a blocked state. Should one of the active links fail, STP calculates a different tree and enables one of the blocked paths to restore connectivity to all points in the network. The Rapid Spanning Tree Protocol (RSTP or 802.1w) provides backwards compatibility with legacy STP. RSTP provides faster convergence and exchanges information with neighboring switches to quickly transition to forwarding mode without creating loops. FreeBSD supports RSTP and STP as operating modes, with RSTP being the default mode. STP can be enabled on member interfaces using man:ifconfig[8]. For a bridge with [.filename]#fxp0# and [.filename]#fxp1# as the current interfaces, enable STP with: [source,shell] .... # ifconfig bridge0 stp fxp0 stp fxp1 bridge0: flags=8843 metric 0 mtu 1500 ether d6:cf:d5:a0:94:6d id 00:01:02:4b:d4:50 priority 32768 hellotime 2 fwddelay 15 maxage 20 holdcnt 6 proto rstp maxaddr 100 timeout 1200 root id 00:01:02:4b:d4:50 priority 32768 ifcost 0 port 0 member: fxp0 flags=1c7 port 3 priority 128 path cost 200000 proto rstp role designated state forwarding member: fxp1 flags=1c7 port 4 priority 128 path cost 200000 proto rstp role designated state forwarding .... This bridge has a spanning tree ID of `00:01:02:4b:d4:50` and a priority of `32768`. As the `root id` is the same, it indicates that this is the root bridge for the tree. Another bridge on the network also has STP enabled: [source,shell] .... bridge0: flags=8843 metric 0 mtu 1500 ether 96:3d:4b:f1:79:7a id 00:13:d4:9a:06:7a priority 32768 hellotime 2 fwddelay 15 maxage 20 holdcnt 6 proto rstp maxaddr 100 timeout 1200 root id 00:01:02:4b:d4:50 priority 32768 ifcost 400000 port 4 member: fxp0 flags=1c7 port 4 priority 128 path cost 200000 proto rstp role root state forwarding member: fxp1 flags=1c7 port 5 priority 128 path cost 200000 proto rstp role designated state forwarding .... The line `root id 00:01:02:4b:d4:50 priority 32768 ifcost 400000 port 4` shows that the root bridge is `00:01:02:4b:d4:50` and has a path cost of `400000` from this bridge. The path to the root bridge is via `port 4` which is [.filename]#fxp0#. === Bridge Interface Parameters Several `ifconfig` parameters are unique to bridge interfaces. This section summarizes some common uses for these parameters. The complete list of available parameters is described in man:ifconfig[8]. private:: A private interface does not forward any traffic to any other port that is also designated as a private interface. The traffic is blocked unconditionally so no Ethernet frames will be forwarded, including ARP packets. If traffic needs to be selectively blocked, a firewall should be used instead. span:: A span port transmits a copy of every Ethernet frame received by the bridge. The number of span ports configured on a bridge is unlimited, but if an interface is designated as a span port, it cannot also be used as a regular bridge port. This is most useful for snooping a bridged network passively on another host connected to one of the span ports of the bridge. For example, to send a copy of all frames out the interface named [.filename]#fxp4#: + [source,shell] .... # ifconfig bridge0 span fxp4 .... sticky:: If a bridge member interface is marked as sticky, dynamically learned address entries are treated as static entries in the forwarding cache. Sticky entries are never aged out of the cache or replaced, even if the address is seen on a different interface. This gives the benefit of static address entries without the need to pre-populate the forwarding table. Clients learned on a particular segment of the bridge cannot roam to another segment. + An example of using sticky addresses is to combine the bridge with VLANs in order to isolate customer networks without wasting IP address space. Consider that `CustomerA` is on `vlan100`, `CustomerB` is on `vlan101`, and the bridge has the address `192.168.0.1`: + [source,shell] .... # ifconfig bridge0 addm vlan100 sticky vlan100 addm vlan101 sticky vlan101 # ifconfig bridge0 inet 192.168.0.1/24 .... + In this example, both clients see `192.168.0.1` as their default gateway. Since the bridge cache is sticky, one host cannot spoof the MAC address of the other customer in order to intercept their traffic. + Any communication between the VLANs can be blocked using a firewall or, as seen in this example, private interfaces: + [source,shell] .... # ifconfig bridge0 private vlan100 private vlan101 .... + The customers are completely isolated from each other and the full `/24` address range can be allocated without subnetting. + The number of unique source MAC addresses behind an interface can be limited. Once the limit is reached, packets with unknown source addresses are dropped until an existing host cache entry expires or is removed. + The following example sets the maximum number of Ethernet devices for `CustomerA` on `vlan100` to 10: + [source,shell] .... # ifconfig bridge0 ifmaxaddr vlan100 10 .... Bridge interfaces also support monitor mode, where the packets are discarded after man:bpf[4] processing and are not processed or forwarded further. This can be used to multiplex the input of two or more interfaces into a single man:bpf[4] stream. This is useful for reconstructing the traffic for network taps that transmit the RX/TX signals out through two separate interfaces. For example, to read the input from four network interfaces as one stream: [source,shell] .... # ifconfig bridge0 addm fxp0 addm fxp1 addm fxp2 addm fxp3 monitor up # tcpdump -i bridge0 .... === SNMP Monitoring The bridge interface and STP parameters can be monitored via man:bsnmpd[1] which is included in the FreeBSD base system. The exported bridge MIBs conform to IETF standards so any SNMP client or monitoring package can be used to retrieve the data. To enable monitoring on the bridge, uncomment this line in [.filename]#/etc/snmpd.config# by removing the beginning `+#+` symbol: [.programlisting] .... begemotSnmpdModulePath."bridge" = "/usr/lib/snmp_bridge.so" .... Other configuration settings, such as community names and access lists, may need to be modified in this file. See man:bsnmpd[1] and man:snmp_bridge[3] for more information. Once these edits are saved, add this line to [.filename]#/etc/rc.conf#: [.programlisting] .... bsnmpd_enable="YES" .... Then, start man:bsnmpd[1]: [source,shell] .... # service bsnmpd start .... The following examples use the Net-SNMP software (package:net-mgmt/net-snmp[]) to query a bridge from a client system. The package:net-mgmt/bsnmptools[] port can also be used. From the SNMP client which is running Net-SNMP, add the following lines to [.filename]#$HOME/.snmp/snmp.conf# in order to import the bridge MIB definitions: [.programlisting] .... mibdirs +/usr/share/snmp/mibs mibs +BRIDGE-MIB:RSTP-MIB:BEGEMOT-MIB:BEGEMOT-BRIDGE-MIB .... To monitor a single bridge using the IETF BRIDGE-MIB (RFC4188): [source,shell] .... % snmpwalk -v 2c -c public bridge1.example.com mib-2.dot1dBridge BRIDGE-MIB::dot1dBaseBridgeAddress.0 = STRING: 66:fb:9b:6e:5c:44 BRIDGE-MIB::dot1dBaseNumPorts.0 = INTEGER: 1 ports BRIDGE-MIB::dot1dStpTimeSinceTopologyChange.0 = Timeticks: (189959) 0:31:39.59 centi-seconds BRIDGE-MIB::dot1dStpTopChanges.0 = Counter32: 2 BRIDGE-MIB::dot1dStpDesignatedRoot.0 = Hex-STRING: 80 00 00 01 02 4B D4 50 ... BRIDGE-MIB::dot1dStpPortState.3 = INTEGER: forwarding(5) BRIDGE-MIB::dot1dStpPortEnable.3 = INTEGER: enabled(1) BRIDGE-MIB::dot1dStpPortPathCost.3 = INTEGER: 200000 BRIDGE-MIB::dot1dStpPortDesignatedRoot.3 = Hex-STRING: 80 00 00 01 02 4B D4 50 BRIDGE-MIB::dot1dStpPortDesignatedCost.3 = INTEGER: 0 BRIDGE-MIB::dot1dStpPortDesignatedBridge.3 = Hex-STRING: 80 00 00 01 02 4B D4 50 BRIDGE-MIB::dot1dStpPortDesignatedPort.3 = Hex-STRING: 03 80 BRIDGE-MIB::dot1dStpPortForwardTransitions.3 = Counter32: 1 RSTP-MIB::dot1dStpVersion.0 = INTEGER: rstp(2) .... The `dot1dStpTopChanges.0` value is two, indicating that the STP bridge topology has changed twice. A topology change means that one or more links in the network have changed or failed and a new tree has been calculated. The `dot1dStpTimeSinceTopologyChange.0` value will show when this happened. To monitor multiple bridge interfaces, the private BEGEMOT-BRIDGE-MIB can be used: [source,shell] .... % snmpwalk -v 2c -c public bridge1.example.com enterprises.fokus.begemot.begemotBridge BEGEMOT-BRIDGE-MIB::begemotBridgeBaseName."bridge0" = STRING: bridge0 BEGEMOT-BRIDGE-MIB::begemotBridgeBaseName."bridge2" = STRING: bridge2 BEGEMOT-BRIDGE-MIB::begemotBridgeBaseAddress."bridge0" = STRING: e:ce:3b:5a:9e:13 BEGEMOT-BRIDGE-MIB::begemotBridgeBaseAddress."bridge2" = STRING: 12:5e:4d:74:d:fc BEGEMOT-BRIDGE-MIB::begemotBridgeBaseNumPorts."bridge0" = INTEGER: 1 BEGEMOT-BRIDGE-MIB::begemotBridgeBaseNumPorts."bridge2" = INTEGER: 1 ... BEGEMOT-BRIDGE-MIB::begemotBridgeStpTimeSinceTopologyChange."bridge0" = Timeticks: (116927) 0:19:29.27 centi-seconds BEGEMOT-BRIDGE-MIB::begemotBridgeStpTimeSinceTopologyChange."bridge2" = Timeticks: (82773) 0:13:47.73 centi-seconds BEGEMOT-BRIDGE-MIB::begemotBridgeStpTopChanges."bridge0" = Counter32: 1 BEGEMOT-BRIDGE-MIB::begemotBridgeStpTopChanges."bridge2" = Counter32: 1 BEGEMOT-BRIDGE-MIB::begemotBridgeStpDesignatedRoot."bridge0" = Hex-STRING: 80 00 00 40 95 30 5E 31 BEGEMOT-BRIDGE-MIB::begemotBridgeStpDesignatedRoot."bridge2" = Hex-STRING: 80 00 00 50 8B B8 C6 A9 .... To change the bridge interface being monitored via the `mib-2.dot1dBridge` subtree: [source,shell] .... % snmpset -v 2c -c private bridge1.example.com BEGEMOT-BRIDGE-MIB::begemotBridgeDefaultBridgeIf.0 s bridge2 .... [[network-aggregation]] == Link Aggregation and Failover FreeBSD provides the man:lagg[4] interface which can be used to aggregate multiple network interfaces into one virtual interface in order to provide failover and link aggregation. Failover allows traffic to continue to flow as long as at least one aggregated network interface has an established link. Link aggregation works best on switches which support LACP, as this protocol distributes traffic bi-directionally while responding to the failure of individual links. The aggregation protocols supported by the lagg interface determine which ports are used for outgoing traffic and whether or not a specific port accepts incoming traffic. The following protocols are supported by man:lagg[4]: failover:: This mode sends and receives traffic only through the master port. If the master port becomes unavailable, the next active port is used. The first interface added to the virtual interface is the master port and all subsequently added interfaces are used as failover devices. If failover to a non-master port occurs, the original port becomes master once it becomes available again. loadbalance:: This provides a static setup and does not negotiate aggregation with the peer or exchange frames to monitor the link. If the switch supports LACP, that should be used instead. lacp:: The IEEE(R) 802.3ad Link Aggregation Control Protocol (LACP) negotiates a set of aggregable links with the peer into one or more Link Aggregated Groups (LAGs). Each LAG is composed of ports of the same speed, set to full-duplex operation, and traffic is balanced across the ports in the LAG with the greatest total speed. Typically, there is only one LAG which contains all the ports. In the event of changes in physical connectivity, LACP will quickly converge to a new configuration. + LACP balances outgoing traffic across the active ports based on hashed protocol header information and accepts incoming traffic from any active port. The hash includes the Ethernet source and destination address and, if available, the VLAN tag, and the IPv4 or IPv6 source and destination address. roundrobin:: This mode distributes outgoing traffic using a round-robin scheduler through all active ports and accepts incoming traffic from any active port. Since this mode violates Ethernet frame ordering, it should be used with caution. broadcast:: This mode sends outgoing traffic to all ports configured on the lagg interface, and receives frames on any port. === Configuration Examples This section demonstrates how to configure a Cisco(R) switch and a FreeBSD system for LACP load balancing. It then shows how to configure two Ethernet interfaces in failover mode as well as how to configure failover mode between an Ethernet and a wireless interface. [[networking-lacp-aggregation-cisco]] .LACP Aggregation with a Cisco(R) Switch [example] ==== This example connects two man:fxp[4] Ethernet interfaces on a FreeBSD machine to the first two Ethernet ports on a Cisco(R) switch as a single load balanced and fault tolerant link. More interfaces can be added to increase throughput and fault tolerance. Replace the names of the Cisco(R) ports, Ethernet devices, channel group number, and IP address shown in the example to match the local configuration. Frame ordering is mandatory on Ethernet links and any traffic between two stations always flows over the same physical link, limiting the maximum speed to that of one interface. The transmit algorithm attempts to use as much information as it can to distinguish different traffic flows and balance the flows across the available interfaces. On the Cisco(R) switch, add the _FastEthernet0/1_ and _FastEthernet0/2_ interfaces to channel group _1_: [source,shell] .... interface FastEthernet0/1 channel-group 1 mode active channel-protocol lacp ! interface FastEthernet0/2 channel-group 1 mode active channel-protocol lacp .... On the FreeBSD system, create the man:lagg[4] interface using the physical interfaces _fxp0_ and _fxp1_ and bring the interfaces up with an IP address of _10.0.0.3/24_: [source,shell] .... # ifconfig fxp0 up # ifconfig fxp1 up # ifconfig lagg0 create # ifconfig lagg0 up laggproto lacp laggport fxp0 laggport fxp1 10.0.0.3/24 .... Next, verify the status of the virtual interface: [source,shell] .... # ifconfig lagg0 lagg0: flags=8843 metric 0 mtu 1500 options=8 ether 00:05:5d:71:8d:b8 inet 10.0.0.3 netmask 0xffffff00 broadcast 10.0.0.255 media: Ethernet autoselect status: active laggproto lacp laggport: fxp1 flags=1c laggport: fxp0 flags=1c .... Ports marked as `ACTIVE` are part of the LAG that has been negotiated with the remote switch. Traffic will be transmitted and received through these active ports. Add `-v` to the above command to view the LAG identifiers. To see the port status on the Cisco(R) switch: [source,shell] .... switch# show lacp neighbor Flags: S - Device is requesting Slow LACPDUs F - Device is requesting Fast LACPDUs A - Device is in Active mode P - Device is in Passive mode Channel group 1 neighbors Partner's information: LACP port Oper Port Port Port Flags Priority Dev ID Age Key Number State Fa0/1 SA 32768 0005.5d71.8db8 29s 0x146 0x3 0x3D Fa0/2 SA 32768 0005.5d71.8db8 29s 0x146 0x4 0x3D .... For more detail, type `show lacp neighbor detail`. To retain this configuration across reboots, add the following entries to [.filename]#/etc/rc.conf# on the FreeBSD system: [.programlisting] .... ifconfig_fxp0="up" ifconfig_fxp1="up" cloned_interfaces="lagg0" ifconfig_lagg0="laggproto lacp laggport fxp0 laggport fxp1 10.0.0.3/24" .... ==== [[networking-lagg-failover]] .Failover Mode [example] ==== Failover mode can be used to switch over to a secondary interface if the link is lost on the master interface. To configure failover, make sure that the underlying physical interfaces are up, then create the man:lagg[4] interface. In this example, _fxp0_ is the master interface, _fxp1_ is the secondary interface, and the virtual interface is assigned an IP address of _10.0.0.15/24_: [source,shell] .... # ifconfig fxp0 up # ifconfig fxp1 up # ifconfig lagg0 create # ifconfig lagg0 up laggproto failover laggport fxp0 laggport fxp1 10.0.0.15/24 .... The virtual interface should look something like this: [source,shell] .... # ifconfig lagg0 lagg0: flags=8843 metric 0 mtu 1500 options=8 ether 00:05:5d:71:8d:b8 inet 10.0.0.15 netmask 0xffffff00 broadcast 10.0.0.255 media: Ethernet autoselect status: active laggproto failover laggport: fxp1 flags=0<> laggport: fxp0 flags=5 .... Traffic will be transmitted and received on _fxp0_. If the link is lost on _fxp0_, _fxp1_ will become the active link. If the link is restored on the master interface, it will once again become the active link. To retain this configuration across reboots, add the following entries to [.filename]#/etc/rc.conf#: [.programlisting] .... ifconfig_fxp0="up" ifconfig_fxp1="up" cloned_interfaces="lagg0" ifconfig_lagg0="laggproto failover laggport fxp0 laggport fxp1 10.0.0.15/24" .... ==== [[networking-lagg-wired-and-wireless]] .Failover Mode Between Ethernet and Wireless Interfaces [example] ==== For laptop users, it is usually desirable to configure the wireless device as a secondary which is only used when the Ethernet connection is not available. With man:lagg[4], it is possible to configure a failover which prefers the Ethernet connection for both performance and security reasons, while maintaining the ability to transfer data over the wireless connection. This is achieved by overriding the Ethernet interface's MAC address with that of the wireless interface. [NOTE] **** In theory, either the Ethernet or wireless MAC address can be changed to match the other. However, some popular wireless interfaces lack support for overriding the MAC address. We therefore recommend overriding the Ethernet MAC address for this purpose. **** [NOTE] **** If the driver for the wireless interface is not loaded in the `GENERIC` or custom kernel, and the computer is running FreeBSD {rel121-current}, load the corresponding [.filename]#.ko# in [.filename]#/boot/loader.conf# by adding `*driver_load="YES"*` to that file and rebooting. Another, better way is to load the driver in [.filename]#/etc/rc.conf# by adding it to `kld_list` (see man:rc.conf[5] for details) in that file and rebooting. This is needed because otherwise the driver is not loaded yet at the time the man:lagg[4] interface is set up. **** In this example, the Ethernet interface, _re0_, is the master and the wireless interface, _wlan0_, is the failover. The _wlan0_ interface was created from the _ath0_ physical wireless interface, and the Ethernet interface will be configured with the MAC address of the wireless interface. First, bring the wireless interface up (replacing _FR_ with your own 2-letter country code), but do not set an IP address. Replace _wlan0_ to match the system's wireless interface name: [source,shell] .... # ifconfig wlan0 create wlandev ath0 country FR ssid my_router up .... Now you can determine the MAC address of the wireless interface: [source,shell] .... # ifconfig wlan0 wlan0: flags=8843 metric 0 mtu 1500 ether b8:ee:65:5b:32:59 groups: wlan ssid Bbox-A3BD2403 channel 6 (2437 MHz 11g ht/20) bssid 00:37:b7:56:4b:60 regdomain ETSI country FR indoor ecm authmode WPA2/802.11i privacy ON deftxkey UNDEF AES-CCM 2:128-bit txpower 30 bmiss 7 scanvalid 60 protmode CTS ampdulimit 64k ampdudensity 8 shortgi -stbctx stbcrx -ldpc wme burst roaming MANUAL media: IEEE 802.11 Wireless Ethernet MCS mode 11ng status: associated nd6 options=29 .... The `ether` line will contain the MAC address of the specified interface. Now, change the MAC address of the Ethernet interface to match: [source,shell] .... # ifconfig re0 ether b8:ee:65:5b:32:59 .... Make sure the _re0_ interface is up, then create the man:lagg[4] interface with _re0_ as master with failover to _wlan0_: [source,shell] .... # ifconfig re0 up # ifconfig lagg0 create # ifconfig lagg0 up laggproto failover laggport re0 laggport wlan0 .... The virtual interface should look something like this: [source,shell] .... # ifconfig lagg0 lagg0: flags=8843 metric 0 mtu 1500 options=8 ether b8:ee:65:5b:32:59 laggproto failover lagghash l2,l3,l4 laggport: re0 flags=5 laggport: wlan0 flags=0<> groups: lagg media: Ethernet autoselect status: active .... Then, start the DHCP client to obtain an IP address: [source,shell] .... # dhclient lagg0 .... To retain this configuration across reboots, add the following entries to [.filename]#/etc/rc.conf#: [.programlisting] .... ifconfig_re0="ether b8:ee:65:5b:32:59" wlans_ath0="wlan0" ifconfig_wlan0="WPA" create_args_wlan0="country FR" cloned_interfaces="lagg0" ifconfig_lagg0="up laggproto failover laggport re0 laggport wlan0 DHCP" .... ==== [[network-diskless]] == Diskless Operation with PXE The Intel(R) Preboot eXecution Environment (PXE) allows an operating system to boot over the network. For example, a FreeBSD system can boot over the network and operate without a local disk, using file systems mounted from an NFS server. PXE support is usually available in the BIOS. To use PXE when the machine starts, select the `Boot from network` option in the BIOS setup or type a function key during system initialization. In order to provide the files needed for an operating system to boot over the network, a PXE setup also requires properly configured DHCP, TFTP, and NFS servers, where: * Initial parameters, such as an IP address, executable boot filename and location, server name, and root path are obtained from the DHCP server. * The operating system loader file is booted using TFTP. * The file systems are loaded using NFS. When a computer PXE boots, it receives information over DHCP about where to obtain the initial boot loader file. After the host computer receives this information, it downloads the boot loader via TFTP and then executes the boot loader. In FreeBSD, the boot loader file is [.filename]#/boot/pxeboot#. After [.filename]#/boot/pxeboot# executes, the FreeBSD kernel is loaded and the rest of the FreeBSD bootup sequence proceeds, as described in crossref:boot[boot,The FreeBSD Booting Process]. [NOTE] ==== For UEFI PXE based boot, the actual boot loader file to use is [.filename]#/boot/loader.efi#. See the below section crossref:advanced-networking[_debugging_pxe_problems,Debugging PXE Problems] on how to use [.filename]#/boot/loader.efi#. ==== This section describes how to configure these services on a FreeBSD system so that other systems can PXE boot into FreeBSD. Refer to man:diskless[8] for more information. [CAUTION] ==== As described, the system providing these services is insecure. It should live in a protected area of a network and be untrusted by other hosts. ==== [[network-pxe-nfs]] === Setting Up the PXE Environment The steps shown in this section configure the built-in NFS and TFTP servers. The next section demonstrates how to install and configure the DHCP server. In this example, the directory which will contain the files used by PXE users is [.filename]#/b/tftpboot/FreeBSD/install#. It is important that this directory exists and that the same directory name is set in both [.filename]#/etc/inetd.conf# and [.filename]#/usr/local/etc/dhcpd.conf#. [NOTE] ==== The command examples below assume use of the man:sh[1] shell. man:csh[1] and man:tcsh[1] users will need to start a man:sh[1] shell or adapt the commands to man:csh[1] syntax. ==== [.procedure] . Create the root directory which will contain a FreeBSD installation to be NFS mounted: + [source,shell] .... # export NFSROOTDIR=/b/tftpboot/FreeBSD/install # mkdir -p ${NFSROOTDIR} .... . Enable the NFS server by adding this line to [.filename]#/etc/rc.conf#: + [.programlisting] .... nfs_server_enable="YES" .... . Export the diskless root directory via NFS by adding the following to [.filename]#/etc/exports#: + [.programlisting] .... /b -ro -alldirs -maproot=root .... . Start the NFS server: + [source,shell] .... # service nfsd start .... . Enable man:inetd[8] by adding the following line to [.filename]#/etc/rc.conf#: + [.programlisting] .... inetd_enable="YES" .... . Uncomment the following line in [.filename]#/etc/inetd.conf# by making sure it does not start with a `+#+` symbol: + [.programlisting] .... tftp dgram udp wait root /usr/libexec/tftpd tftpd blocksize 1468 -l -s /b/tftpboot .... + [NOTE] ==== The specified tftp blocksize, e.g. 1468 bytes, replaces the default size 512 bytes. Some PXE versions require the TCP version of TFTP. In this case, uncomment the second `tftp` line which contains `stream tcp`. ==== . Start man:inetd[8]: + [source,shell] .... # service inetd start .... . Install the base system into [.filename]#${NFSROOTDIR}#, either by decompressing the official archives or by rebuilding the FreeBSD kernel and userland (refer to crossref:cutting-edge[makeworld,“Updating FreeBSD from Source”] for more detailed instructions, but do not forget to add `DESTDIR=_${NFSROOTDIR}_` when running the `make installkernel` and `make installworld` commands. . Test that the TFTP server works and can download the boot loader which will be obtained via PXE: + [source,shell] .... # tftp localhost tftp> get FreeBSD/install/boot/pxeboot Received 264951 bytes in 0.1 seconds .... . Edit [.filename]#${NFSROOTDIR}/etc/fstab# and create an entry to mount the root file system over NFS: + [.programlisting] .... # Device Mountpoint FSType Options Dump Pass myhost.example.com:/b/tftpboot/FreeBSD/install / nfs ro 0 0 .... + Replace _myhost.example.com_ with the hostname or IP address of the NFS server. In this example, the root file system is mounted read-only in order to prevent NFS clients from potentially deleting the contents of the root file system. . Set the root password in the PXE environment for client machines which are PXE booting : + [source,shell] .... # chroot ${NFSROOTDIR} # passwd .... . If needed, enable man:ssh[1] root logins for client machines which are PXE booting by editing [.filename]#${NFSROOTDIR}/etc/ssh/sshd_config# and enabling `PermitRootLogin`. This option is documented in man:sshd_config[5]. . Perform any other needed customizations of the PXE environment in [.filename]#${NFSROOTDIR}#. These customizations could include things like installing packages or editing the password file with man:vipw[8]. When booting from an NFS root volume, [.filename]#/etc/rc# detects the NFS boot and runs [.filename]#/etc/rc.initdiskless#. In this case, [.filename]#/etc# and [.filename]#/var# need to be memory backed file systems so that these directories are writable but the NFS root directory is read-only: [source,shell] .... # chroot ${NFSROOTDIR} # mkdir -p conf/base # tar -c -v -f conf/base/etc.cpio.gz --format cpio --gzip etc # tar -c -v -f conf/base/var.cpio.gz --format cpio --gzip var .... When the system boots, memory file systems for [.filename]#/etc# and [.filename]#/var# will be created and mounted and the contents of the [.filename]#cpio.gz# files will be copied into them. By default, these file systems have a maximum capacity of 5 megabytes. If your archives do not fit, which is usually the case for [.filename]#/var# when binary packages have been installed, request a larger size by putting the number of 512 byte sectors needed (e.g., 5 megabytes is 10240 sectors) in [.filename]#${NFSROOTDIR}/conf/base/etc/md_size# and [.filename]#${NFSROOTDIR}/conf/base/var/md_size# files for [.filename]#/etc# and [.filename]#/var# file systems respectively. [[network-pxe-setting-up-dhcp]] === Configuring the DHCP Server The DHCP server does not need to be the same machine as the TFTP and NFS server, but it needs to be accessible in the network. DHCP is not part of the FreeBSD base system but can be installed using the package:net/isc-dhcp44-server[] port or package. Once installed, edit the configuration file, [.filename]#/usr/local/etc/dhcpd.conf#. Configure the `next-server`, `filename`, and `root-path` settings as seen in this example: [.programlisting] .... subnet 192.168.0.0 netmask 255.255.255.0 { range 192.168.0.2 192.168.0.3 ; option subnet-mask 255.255.255.0 ; option routers 192.168.0.1 ; option broadcast-address 192.168.0.255 ; option domain-name-servers 192.168.35.35, 192.168.35.36 ; option domain-name "example.com"; # IP address of TFTP server next-server 192.168.0.1 ; # path of boot loader obtained via tftp filename "FreeBSD/install/boot/pxeboot" ; # pxeboot boot loader will try to NFS mount this directory for root FS option root-path "192.168.0.1:/b/tftpboot/FreeBSD/install/" ; } .... The `next-server` directive is used to specify the IP address of the TFTP server. The `filename` directive defines the path to [.filename]#/boot/pxeboot#. A relative filename is used, meaning that [.filename]#/b/tftpboot# is not included in the path. The `root-path` option defines the path to the NFS root file system. Once the edits are saved, enable DHCP at boot time by adding the following line to [.filename]#/etc/rc.conf#: [.programlisting] .... dhcpd_enable="YES" .... Then start the DHCP service: [source,shell] .... # service isc-dhcpd start .... === Debugging PXE Problems Once all of the services are configured and started, PXE clients should be able to automatically load FreeBSD over the network. If a particular client is unable to connect, when that client machine boots up, enter the BIOS configuration menu and confirm that it is set to boot from the network. This section describes some troubleshooting tips for isolating the source of the configuration problem should no clients be able to PXE boot. [.procedure] **** . Use the package:net/wireshark[] package or port to debug the network traffic involved during the PXE booting process, which is illustrated in the diagram below. + .PXE Booting Process with NFS Root Mount image::pxe-nfs.png[] + 1. Client broadcasts a DHCPDISCOVER message. + 2. The DHCP server responds with the IP address, next-server, filename, and root-path values. + 3. The client sends a TFTP request to next-server, asking to retrieve filename. + 4. The TFTP server responds and sends filename to client. + 5. The client executes filename, which is pxeboot(8), which then loads the kernel. When the kernel executes, the root file system specified by root-path is mounted over NFS. + . On the TFTP server, read [.filename]#/var/log/xferlog# to ensure that [.filename]#pxeboot# is being retrieved from the correct location. To test this example configuration: + [source,shell] .... # tftp 192.168.0.1 tftp> get FreeBSD/install/boot/pxeboot Received 264951 bytes in 0.1 seconds .... + The `BUGS` sections in man:tftpd[8] and man:tftp[1] document some limitations with TFTP. . Make sure that the root file system can be mounted via NFS. To test this example configuration: + [source,shell] .... # mount -t nfs 192.168.0.1:/b/tftpboot/FreeBSD/install /mnt .... + . For UEFI PXE based booting, replace the [.filename]#boot/pxeboot# file with the [.filename]#boot/loader.efi# file: [source,shell] .... # chroot ${NFSROOTDIR} # mv boot/pxeboot boot/pxeboot.original # cp boot/loader.efi boot/pxeboot .... **** [[carp]] == Common Address Redundancy Protocol (CARP) The Common Address Redundancy Protocol (CARP) allows multiple hosts to share the same IP address and Virtual Host ID (VHID) in order to provide _high availability_ for one or more services. This means that one or more hosts can fail, and the other hosts will transparently take over so that users do not see a service failure. In addition to the shared IP address, each host has its own IP address for management and configuration. All of the machines that share an IP address have the same VHID. The VHID for each virtual IP address must be unique across the broadcast domain of the network interface. High availability using CARP is built into FreeBSD, though the steps to configure it vary slightly depending upon the FreeBSD version. This section provides the same example configuration for versions before and equal to or after FreeBSD 10. This example configures failover support with three hosts, all with unique IP addresses, but providing the same web content. It has two different masters named `hosta.example.org` and `hostb.example.org`, with a shared backup named `hostc.example.org`. These machines are load balanced with a Round Robin DNS configuration. The master and backup machines are configured identically except for their hostnames and management IP addresses. These servers must have the same configuration and run the same services. When the failover occurs, requests to the service on the shared IP address can only be answered correctly if the backup server has access to the same content. The backup machine has two additional CARP interfaces, one for each of the master content server's IP addresses. When a failure occurs, the backup server will pick up the failed master machine's IP address. [[carp-10x]] === Using CARP Enable boot-time support for CARP by adding an entry for the [.filename]#carp.ko# kernel module in [.filename]#/boot/loader.conf#: [.programlisting] .... carp_load="YES" .... To load the module now without rebooting: [source,shell] .... # kldload carp .... For users who prefer to use a custom kernel, include the following line in the custom kernel configuration file and compile the kernel as described in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]: [.programlisting] .... device carp .... The hostname, management IP address and subnet mask, shared IP address, and VHID are all set by adding entries to [.filename]#/etc/rc.conf#. This example is for `hosta.example.org`: [.programlisting] .... hostname="hosta.example.org" ifconfig_em0="inet 192.168.1.3 netmask 255.255.255.0" ifconfig_em0_alias0="inet vhid 1 pass testpass alias 192.168.1.50/32" .... The next set of entries are for `hostb.example.org`. Since it represents a second master, it uses a different shared IP address and VHID. However, the passwords specified with `pass` must be identical as CARP will only listen to and accept advertisements from machines with the correct password. [.programlisting] .... hostname="hostb.example.org" ifconfig_em0="inet 192.168.1.4 netmask 255.255.255.0" ifconfig_em0_alias0="inet vhid 2 pass testpass alias 192.168.1.51/32" .... The third machine, `hostc.example.org`, is configured to handle failover from either master. This machine is configured with two CARPVHIDs, one to handle the virtual IP address for each of the master hosts. The CARP advertising skew, `advskew`, is set to ensure that the backup host advertises later than the master, since `advskew` controls the order of precedence when there are multiple backup servers. [.programlisting] .... hostname="hostc.example.org" ifconfig_em0="inet 192.168.1.5 netmask 255.255.255.0" ifconfig_em0_alias0="inet vhid 1 advskew 100 pass testpass alias 192.168.1.50/32" ifconfig_em0_alias1="inet vhid 2 advskew 100 pass testpass alias 192.168.1.51/32" .... Having two CARPVHIDs configured means that `hostc.example.org` will notice if either of the master servers becomes unavailable. If a master fails to advertise before the backup server, the backup server will pick up the shared IP address until the master becomes available again. [NOTE] ==== If the original master server becomes available again, `hostc.example.org` will not release the virtual IP address back to it automatically. For this to happen, preemption has to be enabled. The feature is disabled by default, it is controlled via the man:sysctl[8] variable `net.inet.carp.preempt`. The administrator can force the backup server to return the IP address to the master: [source,shell] .... # ifconfig em0 vhid 1 state backup .... ==== Once the configuration is complete, either restart networking or reboot each system. High availability is now enabled. CARP functionality can be controlled via several man:sysctl[8] variables documented in the man:carp[4] manual pages. Other actions can be triggered from CARP events by using man:devd[8]. [[network-vlan]] == VLANs VLANs are a way of virtually dividing up a network into many different subnetworks, also referred to as segmenting. Each segment will have its own broadcast domain and be isolated from other VLANs. On FreeBSD, VLANs must be supported by the network card driver. To see which drivers support vlans, refer to the man:vlan[4] manual page. When configuring a VLAN, a couple pieces of information must be known. First, which network interface? Second, what is the VLAN tag? To configure VLANs at run time, with a NIC of `em0` and a VLAN tag of `5` the command would look like this: [source,shell] .... # ifconfig em0.5 create vlan 5 vlandev em0 inet 192.168.20.20/24 .... [NOTE] ==== See how the interface name includes the NIC driver name and the VLAN tag, separated by a period? This is a best practice to make maintaining the VLAN configuration easy when many VLANs are present on a machine. ==== [NOTE] ==== When defining VLANs, ensure that the parent network interface is also configured and enabled. The minimum configuration for the above example would be: [source,shell] .... # ifconfig em0 up .... ==== To configure VLANs at boot time, [.filename]#/etc/rc.conf# must be updated. To duplicate the configuration above, the following will need to be added: [.programlisting] .... vlans_em0="5" ifconfig_em0_5="inet 192.168.20.20/24" .... Additional VLANs may be added, by simply adding the tag to the `vlans_em0` field and adding an additional line configuring the network on that VLAN tag's interface. [NOTE] ==== When defining VLANs in [.filename]#/etc/rc.conf#, make sure that the parent network interface is configured and enabled as well. The minimum configuration for the above example would be: [.programlisting] .... ifconfig_em0="up" .... ==== It is useful to assign a symbolic name to an interface so that when the associated hardware is changed, only a few configuration variables need to be updated. For example, security cameras need to be run over VLAN 1 on `em0`. Later, if the `em0` card is replaced with a card that uses the man:ixgb[4] driver, all references to `em0.1` will not have to change to `ixgb0.1`. To configure VLAN `5`, on the NIC `em0`, assign the interface name `cameras`, and assign the interface an IP address of `_192.168.20.20_` with a `24`-bit prefix, use this command: [source,shell] .... # ifconfig em0.5 create vlan 5 vlandev em0 name cameras inet 192.168.20.20/24 .... For an interface named `video`, use the following: [source,shell] .... # ifconfig video.5 create vlan 5 vlandev video name cameras inet 192.168.20.20/24 .... To apply the changes at boot time, add the following lines to [.filename]#/etc/rc.conf#: [.programlisting] .... vlans_video="cameras" create_args_cameras="vlan 5" ifconfig_cameras="inet 192.168.20.20/24" .... diff --git a/documentation/content/en/books/handbook/audit/_index.adoc b/documentation/content/en/books/handbook/audit/_index.adoc index 9bd9c84cc5..0672981480 100644 --- a/documentation/content/en/books/handbook/audit/_index.adoc +++ b/documentation/content/en/books/handbook/audit/_index.adoc @@ -1,458 +1,458 @@ --- title: Chapter 19. Security Event Auditing part: Part III. System Administration prev: books/handbook/mac next: books/handbook/disks description: FreeBSD security event auditing supports reliable, fine-grained, and configurable logging of a variety of security-relevant system events, including logins, configuration changes, and file and network access tags: ["audit", "terms", "configuration", "guide", "audit trails"] showBookMenu: true weight: 23 path: "/books/handbook/audit/" --- [[audit]] = Security Event Auditing :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 19 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/audit/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[audit-synopsis]] == Synopsis The FreeBSD operating system includes support for security event auditing. Event auditing supports reliable, fine-grained, and configurable logging of a variety of security-relevant system events, including logins, configuration changes, and file and network access. These log records can be invaluable for live system monitoring, intrusion detection, and postmortem analysis. FreeBSD implements Sun(TM)'s published Basic Security Module (BSM) Application Programming Interface (API) and file format, and is interoperable with the Solaris(TM) and Mac OS(R) X audit implementations. This chapter focuses on the installation and configuration of event auditing. It explains audit policies and provides an example audit configuration. After reading this chapter, you will know: * What event auditing is and how it works. * How to configure event auditing on FreeBSD for users and processes. * How to review the audit trail using the audit reduction and review tools. Before reading this chapter, you should: * Understand UNIX(R) and FreeBSD basics (crossref:basics[basics,FreeBSD Basics]). * Be familiar with the basics of kernel configuration/compilation (crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]). * Have some familiarity with security and how it pertains to FreeBSD (crossref:security[security,Security]). [WARNING] ==== The audit facility has some known limitations. Not all security-relevant system events are auditable and some login mechanisms, such as Xorg-based display managers and third-party daemons, do not properly configure auditing for user login sessions. The security event auditing facility is able to generate very detailed logs of system activity. On a busy system, trail file data can be very large when configured for high detail, exceeding gigabytes a week in some configurations. Administrators should take into account the disk space requirements associated with high volume audit configurations. For example, it may be desirable to dedicate a file system to [.filename]#/var/audit# so that other file systems are not affected if the audit file system becomes full. ==== [[audit-inline-glossary]] == Key Terms The following terms are related to security event auditing: * _event_: an auditable event is any event that can be logged using the audit subsystem. Examples of security-relevant events include the creation of a file, the building of a network connection, or a user logging in. Events are either "attributable", meaning that they can be traced to an authenticated user, or "non-attributable". Examples of non-attributable events are any events that occur before authentication in the login process, such as bad password attempts. * _class_: a named set of related events which are used in selection expressions. Commonly used classes of events include "file creation" (fc), "exec" (ex), and "login_logout" (lo). * _record_: an audit log entry describing a security event. Records contain a record event type, information on the subject (user) performing the action, date and time information, information on any objects or arguments, and a success or failure condition. * _trail_: a log file consisting of a series of audit records describing security events. Trails are in roughly chronological order with respect to the time events completed. Only authorized processes are allowed to commit records to the audit trail. * _selection expression_: a string containing a list of prefixes and audit event class names used to match events. * _preselection_: the process by which the system identifies which events are of interest to the administrator. The preselection configuration uses a series of selection expressions to identify which classes of events to audit for which users, as well as global settings that apply to both authenticated and unauthenticated processes. * _reduction_: the process by which records from existing audit trails are selected for preservation, printing, or analysis. Likewise, the process by which undesired audit records are removed from the audit trail. Using reduction, administrators can implement policies for the preservation of audit data. For example, detailed audit trails might be kept for one month, but after that, trails might be reduced in order to preserve only login information for archival purposes. [[audit-config]] == Audit Configuration User space support for event auditing is installed as part of the base FreeBSD operating system. Kernel support is available in the [.filename]#GENERIC# kernel by default, and man:auditd[8] can be enabled by adding the following line to [.filename]#/etc/rc.conf#: [.programlisting] .... auditd_enable="YES" .... Then, start the audit daemon: [source,shell] .... # service auditd start .... Users who prefer to compile a custom kernel must include the following line in their custom kernel configuration file: [.programlisting] .... options AUDIT .... === Event Selection Expressions Selection expressions are used in a number of places in the audit configuration to determine which events should be audited. Expressions contain a list of event classes to match. Selection expressions are evaluated from left to right, and two expressions are combined by appending one onto the other. -crossref:audit[event-selection,.Default Audit Event Classes] summarizes the default audit event classes: +crossref:audit[event-selection,Default Audit Event Classes] summarizes the default audit event classes: [[event-selection]] .Default Audit Event Classes [cols="1,1,1", frame="none", options="header"] |=== | Class Name | Description | Action |all |all |Match all event classes. |aa |authentication and authorization | |ad |administrative |Administrative actions performed on the system as a whole. |ap |application |Application defined action. |cl |file close |Audit calls to the `close` system call. |ex |exec |Audit program execution. Auditing of command line arguments and environmental variables is controlled via man:audit_control[5] using the `argv` and `envv` parameters to the `policy` setting. |fa |file attribute access |Audit the access of object attributes such as man:stat[1] and man:pathconf[2]. |fc |file create |Audit events where a file is created as a result. |fd |file delete |Audit events where file deletion occurs. |fm |file attribute modify |Audit events where file attribute modification occurs, such as by man:chown[8], man:chflags[1], and man:flock[2]. |fr |file read |Audit events in which data is read or files are opened for reading. |fw |file write |Audit events in which data is written or files are written or modified. |io |ioctl |Audit use of the `ioctl` system call. |ip |ipc |Audit various forms of Inter-Process Communication, including POSIX pipes and System V IPC operations. |lo |login_logout |Audit man:login[1] and man:logout[1] events. |na |non attributable |Audit non-attributable events. |no |invalid class |Match no audit events. |nt |network |Audit events related to network actions such as man:connect[2] and man:accept[2]. |ot |other |Audit miscellaneous events. |pc |process |Audit process operations such as man:exec[3] and man:exit[3]. |=== These audit event classes may be customized by modifying the [.filename]#audit_class# and [.filename]#audit_event# configuration files. Each audit event class may be combined with a prefix indicating whether successful/failed operations are matched, and whether the entry is adding or removing matching for the class and type. -crossref:audit[event-prefixes,.Prefixes for Audit Event Classes] summarizes the available prefixes: +crossref:audit[event-prefixes,Prefixes for Audit Event Classes] summarizes the available prefixes: [[event-prefixes]] .Prefixes for Audit Event Classes [cols="1,1", frame="none", options="header"] |=== | Prefix | Action |+ |Audit successful events in this class. |- |Audit failed events in this class. |^ |Audit neither successful nor failed events in this class. |^+ |Do not audit successful events in this class. |^- |Do not audit failed events in this class. |=== If no prefix is present, both successful and failed instances of the event will be audited. The following example selection string selects both successful and failed login/logout events, but only successful execution events: [.programlisting] .... lo,+ex .... === Configuration Files The following configuration files for security event auditing are found in [.filename]#/etc/security#: * [.filename]#audit_class#: contains the definitions of the audit classes. * [.filename]#audit_control#: controls aspects of the audit subsystem, such as default audit classes, minimum disk space to leave on the audit log volume, and maximum audit trail size. * [.filename]#audit_event#: textual names and descriptions of system audit events and a list of which classes each event is in. * [.filename]#audit_user#: user-specific audit requirements to be combined with the global defaults at login. * [.filename]#audit_warn#: a customizable shell script used by man:auditd[8] to generate warning messages in exceptional situations, such as when space for audit records is running low or when the audit trail file has been rotated. [WARNING] ==== Audit configuration files should be edited and maintained carefully, as errors in configuration may result in improper logging of events. ==== In most cases, administrators will only need to modify [.filename]#audit_control# and [.filename]#audit_user#. The first file controls system-wide audit properties and policies and the second file may be used to fine-tune auditing by user. [[audit-auditcontrol]] ==== The [.filename]#audit_control# File A number of defaults for the audit subsystem are specified in [.filename]#audit_control#: [.programlisting] .... dir:/var/audit dist:off flags:lo,aa minfree:5 naflags:lo,aa policy:cnt,argv filesz:2M expire-after:10M .... The `dir` entry is used to set one or more directories where audit logs will be stored. If more than one directory entry appears, they will be used in order as they fill. It is common to configure audit so that audit logs are stored on a dedicated file system, in order to prevent interference between the audit subsystem and other subsystems if the file system fills. If the `dist` field is set to `on` or `yes`, hard links will be created to all trail files in [.filename]#/var/audit/dist#. The `flags` field sets the system-wide default preselection mask for attributable events. In the example above, successful and failed login/logout events as well as authentication and authorization are audited for all users. The `minfree` entry defines the minimum percentage of free space for the file system where the audit trail is stored. The `naflags` entry specifies audit classes to be audited for non-attributed events, such as the login/logout process and authentication and authorization. The `policy` entry specifies a comma-separated list of policy flags controlling various aspects of audit behavior. The `cnt` indicates that the system should continue running despite an auditing failure (this flag is highly recommended). The other flag, `argv`, causes command line arguments to the man:execve[2] system call to be audited as part of command execution. The `filesz` entry specifies the maximum size for an audit trail before automatically terminating and rotating the trail file. A value of `0` disables automatic log rotation. If the requested file size is below the minimum of 512k, it will be ignored and a log message will be generated. The `expire-after` field specifies when audit log files will expire and be removed. [[audit-audituser]] ==== The [.filename]#audit_user# File The administrator can specify further audit requirements for specific users in [.filename]#audit_user#. Each line configures auditing for a user via two fields: the `alwaysaudit` field specifies a set of events that should always be audited for the user, and the `neveraudit` field specifies a set of events that should never be audited for the user. The following example entries audit login/logout events and successful command execution for `root` and file creation and successful command execution for `www`. If used with the default [.filename]#audit_control#, the `lo` entry for `root` is redundant, and login/logout events will also be audited for `www`. [.programlisting] .... root:lo,+ex:no www:fc,+ex:no .... [[audit-administration]] == Working with Audit Trails Since audit trails are stored in the BSM binary format, several built-in tools are available to modify or convert these trails to text. To convert trail files to a simple text format, use `praudit`. To reduce the audit trail file for analysis, archiving, or printing purposes, use `auditreduce`. This utility supports a variety of selection parameters, including event type, event class, user, date or time of the event, and the file path or object acted on. For example, to dump the entire contents of a specified audit log in plain text: [source,shell] .... # praudit /var/audit/AUDITFILE .... Where _AUDITFILE_ is the audit log to dump. Audit trails consist of a series of audit records made up of tokens, which `praudit` prints sequentially, one per line. Each token is of a specific type, such as `header` (an audit record header) or `path` (a file path from a name lookup). The following is an example of an `execve` event: [.programlisting] .... header,133,10,execve(2),0,Mon Sep 25 15:58:03 2006, + 384 msec exec arg,finger,doug path,/usr/bin/finger attribute,555,root,wheel,90,24918,104944 subject,robert,root,wheel,root,wheel,38439,38032,42086,128.232.9.100 return,success,0 trailer,133 .... This audit represents a successful `execve` call, in which the command `finger doug` has been run. The `exec arg` token contains the processed command line presented by the shell to the kernel. The `path` token holds the path to the executable as looked up by the kernel. The `attribute` token describes the binary and includes the file mode. The `subject` token stores the audit user ID, effective user ID and group ID, real user ID and group ID, process ID, session ID, port ID, and login address. Notice that the audit user ID and real user ID differ as the user `robert` switched to the `root` account before running this command, but it is audited using the original authenticated user. The `return` token indicates the successful execution and the `trailer` concludes the record. XML output format is also supported and can be selected by including `-x`. Since audit logs may be very large, a subset of records can be selected using `auditreduce`. This example selects all audit records produced for the user `trhodes` stored in [.filename]#AUDITFILE#: [source,shell] .... # auditreduce -u trhodes /var/audit/AUDITFILE | praudit .... Members of the `audit` group have permission to read audit trails in [.filename]#/var/audit#. By default, this group is empty, so only the `root` user can read audit trails. Users may be added to the `audit` group in order to delegate audit review rights. As the ability to track audit log contents provides significant insight into the behavior of users and processes, it is recommended that the delegation of audit review rights be performed with caution. === Live Monitoring Using Audit Pipes Audit pipes are cloning pseudo-devices which allow applications to tap the live audit record stream. This is primarily of interest to authors of intrusion detection and system monitoring applications. However, the audit pipe device is a convenient way for the administrator to allow live monitoring without running into problems with audit trail file ownership or log rotation interrupting the event stream. To track the live audit event stream: [source,shell] .... # praudit /dev/auditpipe .... By default, audit pipe device nodes are accessible only to the `root` user. To make them accessible to the members of the `audit` group, add a `devfs` rule to [.filename]#/etc/devfs.rules#: [.programlisting] .... add path 'auditpipe*' mode 0440 group audit .... See man:devfs.rules[5] for more information on configuring the devfs file system. [WARNING] ==== It is easy to produce audit event feedback cycles, in which the viewing of each audit event results in the generation of more audit events. For example, if all network I/O is audited, and `praudit` is run from an SSH session, a continuous stream of audit events will be generated at a high rate, as each event being printed will generate another event. For this reason, it is advisable to run `praudit` on an audit pipe device from sessions without fine-grained I/O auditing. ==== === Rotating and Compressing Audit Trail Files Audit trails are written to by the kernel and managed by the audit daemon, man:auditd[8]. Administrators should not attempt to use man:newsyslog.conf[5] or other tools to directly rotate audit logs. Instead, `audit` should be used to shut down auditing, reconfigure the audit system, and perform log rotation. The following command causes the audit daemon to create a new audit log and signal the kernel to switch to using the new log. The old log will be terminated and renamed, at which point it may then be manipulated by the administrator: [source,shell] .... # audit -n .... If man:auditd[8] is not currently running, this command will fail and an error message will be produced. Adding the following line to [.filename]#/etc/crontab# will schedule this rotation every twelve hours: [.programlisting] .... 0 */12 * * * root /usr/sbin/audit -n .... The change will take effect once [.filename]#/etc/crontab# is saved. Automatic rotation of the audit trail file based on file size is possible using `filesz` in [.filename]#audit_control# as described in -crossref:audit[audit-auditcontrol]. +crossref:audit[audit-auditcontrol, The audit_control File]. As audit trail files can become very large, it is often desirable to compress or otherwise archive trails once they have been closed by the audit daemon. The [.filename]#audit_warn# script can be used to perform customized operations for a variety of audit-related events, including the clean termination of audit trails when they are rotated. For example, the following may be added to [.filename]#/etc/security/audit_warn# to compress audit trails on close: [.programlisting] .... # # Compress audit trail files on close. # if [ "$1" = closefile ]; then gzip -9 $2 fi .... Other archiving activities might include copying trail files to a centralized server, deleting old trail files, or reducing the audit trail to remove unneeded records. This script will be run only when audit trail files are cleanly terminated. It will not be run on trails left unterminated following an improper shutdown. diff --git a/documentation/content/en/books/handbook/basics/_index.adoc b/documentation/content/en/books/handbook/basics/_index.adoc index 4351d68819..99d927b772 100644 --- a/documentation/content/en/books/handbook/basics/_index.adoc +++ b/documentation/content/en/books/handbook/basics/_index.adoc @@ -1,1962 +1,1962 @@ --- title: Chapter 3. FreeBSD Basics part: Part I. Getting Started prev: books/handbook/bsdinstall next: books/handbook/ports description: Basic commands and functionality of the FreeBSD operating system tags: ["basics", "virtual consoles", "users", "management", "permissions", "directory structure", "disk organization", "mounting", "processes", "daemons", "shell", "editor", "manual pages", "devices"] showBookMenu: true weight: 5 path: "/books/handbook/basics/" --- [[basics]] = FreeBSD Basics :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 3 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/basics/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[basics-synopsis]] == Synopsis This chapter covers the basic commands and functionality of the FreeBSD operating system. Much of this material is relevant for any UNIX(R)-like operating system. New FreeBSD users are encouraged to read through this chapter carefully. After reading this chapter, you will know: * How to use and configure virtual consoles. * How to create and manage users and groups on FreeBSD. * How UNIX(R) file permissions and FreeBSD file flags work. * The default FreeBSD file system layout. * The FreeBSD disk organization. * How to mount and unmount file systems. * What processes, daemons, and signals are. * What a shell is, and how to change the default login environment. * How to use basic text editors. * What devices and device nodes are. * How to read manual pages for more information. [[consoles]] == Virtual Consoles and Terminals Unless FreeBSD has been configured to automatically start a graphical environment during startup, the system will boot into a command line login prompt, as seen in this example: [.programlisting] .... FreeBSD/amd64 (pc3.example.org) (ttyv0) login: .... The first line contains some information about the system. The `amd64` indicates that FreeBSD is running on a 64-bit x86 system. The hostname is `pc3.example.org`, and `ttyv0` indicates that this is the "system console". The second line is the login prompt. Since FreeBSD is a multiuser system, it needs some way to distinguish between different users. This is accomplished by requiring every user to log into the system before gaining access to the programs on the system. Every user has a unique "username" and a personal "password". To log into the system console, type the username that was configured during system installation, as described in crossref:bsdinstall[bsdinstall-addusers,Add Users], and press kbd:[Enter]. Then enter the password associated with the username and press kbd:[Enter]. The password is _not echoed_ for security reasons. Once the correct password is input, the message of the day (MOTD) will be displayed followed by a command prompt. Depending upon the shell that was selected when the user was created, this prompt will be a `+#+`, `$`, or `%` character. The prompt indicates that the user is now logged into the FreeBSD system console and ready to try the available commands. [[consoles-virtual]] === Virtual Consoles While the system console can be used to interact with the system, a user working from the command line at the keyboard of a FreeBSD system will typically instead log into a virtual console. This is because system messages are configured by default to display on the system console. These messages will appear over the command or file that the user is working on, making it difficult to concentrate on the work at hand. By default, FreeBSD is configured to provide several virtual consoles for inputting commands. Each virtual console has its own login prompt and shell and it is easy to switch between virtual consoles. This essentially provides the command line equivalent of having several windows open at the same time in a graphical environment. The key combinations kbd:[Alt+F1] through kbd:[Alt+F8] have been reserved by FreeBSD for switching between virtual consoles. Use kbd:[Alt+F1] to switch to the system console (`ttyv0`), kbd:[Alt+F2] to access the first virtual console (`ttyv1`), kbd:[Alt+F3] to access the second virtual console (`ttyv2`), and so on. When using Xorg as a graphical console, the combination becomes kbd:[Ctrl+Alt+F1] to return to a text-based virtual console. When switching from one console to the next, FreeBSD manages the screen output. The result is an illusion of having multiple virtual screens and keyboards that can be used to type commands for FreeBSD to run. The programs that are launched in one virtual console do not stop running when the user switches to a different virtual console. Refer to man:kbdcontrol[1], man:vidcontrol[1], man:atkbd[4], man:syscons[4], and man:vt[4] for a more technical description of the FreeBSD console and its keyboard drivers. In FreeBSD, the number of available virtual consoles is configured in this section of `/etc/ttys`: [.programlisting] .... # name getty type status comments # ttyv0 "/usr/libexec/getty Pc" xterm on secure # Virtual terminals ttyv1 "/usr/libexec/getty Pc" xterm on secure ttyv2 "/usr/libexec/getty Pc" xterm on secure ttyv3 "/usr/libexec/getty Pc" xterm on secure ttyv4 "/usr/libexec/getty Pc" xterm on secure ttyv5 "/usr/libexec/getty Pc" xterm on secure ttyv6 "/usr/libexec/getty Pc" xterm on secure ttyv7 "/usr/libexec/getty Pc" xterm on secure ttyv8 "/usr/X11R6/bin/xdm -nodaemon" xterm off secure .... To disable a virtual console, put a comment symbol (`+#+`) at the beginning of the line representing that virtual console. For example, to reduce the number of available virtual consoles from eight to four, put a `+#+` in front of the last four lines representing virtual consoles `ttyv5` through `ttyv8`. _Do not_ comment out the line for the system console `ttyv0`. Note that the last virtual console (`ttyv8`) is used to access the graphical environment if Xorg has been installed and configured as described in crossref:x11[x11,The X Window System]. For a detailed description of every column in this file and the available options for the virtual consoles, refer to man:ttys[5]. [[consoles-singleuser]] === Single User Mode The FreeBSD boot menu provides an option labelled as "Boot Single User". If this option is selected, the system will boot into a special mode known as "single user mode". This mode is typically used to repair a system that will not boot or to reset the `root` password when it is not known. While in single user mode, networking and other virtual consoles are not available. However, full `root` access to the system is available, and by default, the `root` password is not needed. For these reasons, physical access to the keyboard is needed to boot into this mode and determining who has physical access to the keyboard is something to consider when securing a FreeBSD system. The settings which control single user mode are found in this section of `/etc/ttys`: [.programlisting] .... # 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 .... By default, the status is set to `secure`. This assumes that who has physical access to the keyboard is either not important or it is controlled by a physical security policy. If this setting is changed to `insecure`, the assumption is that the environment itself is insecure because anyone can access the keyboard. When this line is changed to `insecure`, FreeBSD will prompt for the `root` password when a user selects to boot into single user mode. [NOTE] ==== _Be careful when changing this setting to `insecure`!_ If the `root` password is forgotten, booting into single user mode is still possible, but may be difficult for someone who is not familiar with the FreeBSD booting process. ==== [[consoles-vidcontrol]] === Changing Console Video Modes The FreeBSD console default video mode may be adjusted to 1024x768, 1280x1024, or any other size supported by the graphics chip and monitor. To use a different video mode load the `VESA` module: [source,shell] .... # kldload vesa .... To determine which video modes are supported by the hardware, use man:vidcontrol[1]. To get a list of supported video modes issue the following: [source,shell] .... # vidcontrol -i mode .... The output of this command lists the video modes that are supported by the hardware. To select a new video mode, specify the mode using man:vidcontrol[1] as the `root` user: [source,shell] .... # vidcontrol MODE_279 .... If the new video mode is acceptable, it can be permanently set on boot by adding it to `/etc/rc.conf`: [.programlisting] .... allscreens_flags="MODE_279" .... [[users-synopsis]] == Users and Basic Account Management FreeBSD allows multiple users to use the computer at the same time. While only one user can sit in front of the screen and use the keyboard at any one time, any number of users can log in to the system through the network. To use the system, each user should have their own user account. This chapter describes: * The different types of user accounts on a FreeBSD system. * How to add, remove, and modify user accounts. * How to set limits to control the resources that users and groups are allowed to access. * How to create groups and add users as members of a group. [[users-introduction]] === Account Types Since all access to the FreeBSD system is achieved using accounts and all processes are run by users, user and account management is important. There are three main types of accounts: system accounts, user accounts, and the superuser account. [[users-system]] ==== System Accounts System accounts are used to run services such as DNS, mail, and web servers. The reason for this is security; if all services ran as the superuser, they could act without restriction. Examples of system accounts are `daemon`, `operator`, `bind`, `news`, and `www`. `nobody` is the generic unprivileged system account. However, the more services that use `nobody`, the more files and processes that user will become associated with, and hence the more privileged that user becomes. [[users-user]] ==== User Accounts User accounts are assigned to real people and are used to log in and use the system. Every person accessing the system should have a unique user account. This allows the administrator to find out who is doing what and prevents users from clobbering the settings of other users. Each user can set up their own environment to accommodate their use of the system, by configuring their default shell, editor, key bindings, and language settings. Every user account on a FreeBSD system has certain information associated with it: User name:: The user name is typed at the `login:` prompt. Each user must have a unique user name. There are a number of rules for creating valid user names which are documented in man:passwd[5]. It is recommended to use user names that consist of eight or fewer, all lower case characters in order to maintain backwards compatibility with applications. Password:: Each account has an associated password. User ID (UID):: The User ID (UID) is a number used to uniquely identify the user to the FreeBSD system. Commands that allow a user name to be specified will first convert it to the UID. It is recommended to use a UID less than 65535, since higher values may cause compatibility issues with some software. Group ID (GID):: The Group ID (GID) is a number used to uniquely identify the primary group that the user belongs to. Groups are a mechanism for controlling access to resources based on a user's GID rather than their UID. This can significantly reduce the size of some configuration files and allows users to be members of more than one group. It is recommended to use a GID of 65535 or lower as higher GIDs may break some software. Login class:: Login classes are an extension to the group mechanism that provide additional flexibility when tailoring the system to different users. Login classes are discussed further in crossref:security[users-limiting,Configuring Login Classes]. Password change time:: By default, passwords do not expire. However, password expiration can be enabled on a per-user basis, forcing some or all users to change their passwords after a certain amount of time has elapsed. Account expiration time:: By default, FreeBSD does not expire accounts. When creating accounts that need a limited lifespan, such as student accounts in a school, specify the account expiry date using man:pw[8]. After the expiry time has elapsed, the account cannot be used to log in to the system, although the account's directories and files will remain. User's full name:: The user name uniquely identifies the account to FreeBSD, but does not necessarily reflect the user's real name. Similar to a comment, this information can contain spaces, uppercase characters, and be more than 8 characters long. Home directory:: The home directory is the full path to a directory on the system. This is the user's starting directory when the user logs in. A common convention is to put all user home directories under `/home/username` or `/usr/home/username`. Each user stores their personal files and subdirectories in their own home directory. User shell:: The shell provides the user's default environment for interacting with the system. There are many different kinds of shells and experienced users will have their own preferences, which can be reflected in their account settings. [[users-superuser]] ==== The Superuser Account The superuser account, usually called `root`, is used to manage the system with no limitations on privileges. For this reason, it should not be used for day-to-day tasks like sending and receiving mail, general exploration of the system, or programming. The superuser, unlike other user accounts, can operate without limits, and misuse of the superuser account may result in spectacular disasters. User accounts are unable to destroy the operating system by mistake, so it is recommended to login as a user account and to only become the superuser when a command requires extra privilege. Always double and triple-check any commands issued as the superuser, since an extra space or missing character can mean irreparable data loss. There are several ways to gain superuser privilege. While one can log in as `root`, this is highly discouraged. Instead, use man:su[1] to become the superuser. If `-` is specified when running this command, the user will also inherit the root user's environment. The user running this command must be in the `wheel` group or else the command will fail. The user must also know the password for the `root` user account. In this example, the user only becomes superuser in order to run `make install` as this step requires superuser privilege. Once the command completes, the user types `exit` to leave the superuser account and return to the privilege of their user account. .Install a Program As the Superuser [example] ==== [source,shell] .... % configure % make % su - Password: # make install # exit % .... ==== The built-in man:su[1] framework works well for single systems or small networks with just one system administrator. An alternative is to install the package:security/sudo[] package or port. This software provides activity logging and allows the administrator to configure which users can run which commands as the superuser. [[users-modifying]] === Managing Accounts FreeBSD provides a variety of different commands to manage user accounts. The most common commands are summarized in -crossref:basics[users-modifying-utilities,.Utilities for Managing User Accounts], followed by some examples of their usage. +crossref:basics[users-modifying-utilities,Utilities for Managing User Accounts], followed by some examples of their usage. See the manual page for each utility for more details and usage examples. [[users-modifying-utilities]] .Utilities for Managing User Accounts [cols="25h,~"] |=== | Command | Summary |man:adduser[8] |The recommended command-line application for adding new users. |man:rmuser[8] |The recommended command-line application for removing users. |man:chpass[1] |A flexible tool for changing user database information. |man:passwd[1] |The command-line tool to change user passwords. |man:pw[8] |A powerful and flexible tool for modifying all aspects of user accounts. |man:bsdconfig[8] |A system configuration utility with account management support. |=== [[users-adduser]] ==== Adding a user The recommended program for adding new users is man:adduser[8]. When a new user is added, this program automatically updates `/etc/passwd` and `/etc/group`. It also creates a home directory for the new user, copies in the default configuration files from `/usr/share/skel`, and can optionally mail the new user a welcome message. This utility must be run as the superuser. The man:adduser[8] utility is interactive and walks through the steps for creating a new user account. -As seen in crossref:basics[users-modifying-adduser], either input the required information or press kbd:[Return] to accept the default value shown in square brackets. +As seen in crossref:basics[users-modifying-adduser, Adding a User on FreeBSD], either input the required information or press kbd:[Return] to accept the default value shown in square brackets. In this example, the user has been invited into the `wheel` group, allowing them to become the superuser with man:su[1]. When finished, the utility will prompt to either create another user or to exit. [[users-modifying-adduser]] .Adding a User on FreeBSD [example] ==== [source,shell] .... # adduser .... The output should be similar to the following: [.programlisting] .... Username: jru Full name: J. Random User Uid (Leave empty for default): Login group [jru]: Login group is jru. Invite jru into other groups? []: wheel Login class [default]: Shell (sh csh tcsh zsh nologin) [sh]: zsh Home directory [/home/jru]: Home directory permissions (Leave empty for default): Use password-based authentication? [yes]: Use an empty password? (yes/no) [no]: Use a random password? (yes/no) [no]: Enter password: Enter password again: Lock out the account after creation? [no]: Username : jru Password : **** Full Name : J. Random User Uid : 1001 Class : Groups : jru wheel Home : /home/jru Shell : /usr/local/bin/zsh Locked : no OK? (yes/no): yes adduser: INFO: Successfully added (jru) to the user database. Add another user? (yes/no): no Goodbye! .... ==== [NOTE] ==== Since the password is not echoed when typed, be careful to not mistype the password when creating the user account. ==== [[users-rmuser]] ==== Removing a user To completely remove a user from the system, run man:rmuser[8] as the superuser. This command performs the following steps: [.procedure] ==== . Removes the user's man:crontab[1] entry, if one exists. . Removes any man:at[1] jobs belonging to the user. . Sends a SIGKILL signal to all processes owned by the user. . Removes the user from the system's local password file. . Removes the user's home directory (if it is owned by the user), including handling of symbolic links in the path to the actual home directory. . Removes the incoming mail files belonging to the user from `/var/mail`. . Removes all files owned by the user from `/tmp`, `/var/tmp`, and `/var/tmp/vi.recover`. . Removes the username from all groups to which it belongs in `/etc/group`. (If a group becomes empty and the group name is the same as the username, the group is removed; this complements man:adduser[8]'s per-user unique groups.) . Removes all message queues, shared memory segments and semaphores owned by the user. ==== man:rmuser[8] cannot be used to remove superuser accounts since that is almost always an indication of massive destruction. By default, an interactive mode is used, as shown in the following example. .`rmuser` Interactive Account Removal [example] ==== [source,shell] .... # rmuser jru .... The output should be similar to the following: [.programlisting] .... Matching password entry: jru:*:1001:1001::0:0:J. Random User:/home/jru:/usr/local/bin/zsh Is this the entry you wish to remove? y Remove user's home directory (/home/jru)? y Removing user (jru): mailspool home passwd. .... ==== [[users-chpass]] ==== Change user information Any user can use man:chpass[1] to change their default shell and personal information associated with their user account. The superuser can use this utility to change additional account information for any user. When passed no options, aside from an optional username, man:chpass[1] displays an editor containing user information. When the user exits from the editor, the user database is updated with the new information. [NOTE] ==== This utility will prompt for the user's password when exiting the editor, unless the utility is run as the superuser. ==== -In crossref:basics[users-modifying-chpass-su,.Using `chpass` as Superuser], the superuser has typed `chpass jru` and is now viewing the fields that can be changed for this user. +In crossref:basics[users-modifying-chpass-su,Using `chpass` as Superuser], the superuser has typed `chpass jru` and is now viewing the fields that can be changed for this user. If `jru` runs this command instead, only the last six fields will be displayed and available for editing. -This is shown in crossref:basics[users-modifying-chpass-ru,.Using `chpass` as Regular User]. +This is shown in crossref:basics[users-modifying-chpass-ru,Using `chpass` as Regular User]. [[users-modifying-chpass-su]] .Using `chpass` as Superuser [example] ==== [source,shell] .... # chpass .... The output should be similar to the following: [.programlisting] .... # Changing user database information for jru. Login: jru Password: * Uid [#]: 1001 Gid [# or name]: 1001 Change [month day year]: Expire [month day year]: Class: Home directory: /home/jru Shell: /usr/local/bin/zsh Full Name: J. Random User Office Location: Office Phone: Home Phone: Other information: .... ==== [[users-modifying-chpass-ru]] .Using `chpass` as Regular User [example] ==== [source,shell] .... #Changing user database information for jru. Shell: /usr/local/bin/zsh Full Name: J. Random User Office Location: Office Phone: Home Phone: Other information: .... ==== [NOTE] ==== The commands man:chfn[1] and man:chsh[1] are links to man:chpass[1], as are man:ypchpass[1], man:ypchfn[1], and man:ypchsh[1]. Since NIS support is automatic, specifying the `yp` before the command is not necessary. How to configure NIS is covered in crossref:network-servers[network-servers,Network Servers]. ==== [[users-passwd]] ==== Change user password Any user can easily change their password using man:passwd[1]. To prevent accidental or unauthorized changes, this command will prompt for the user's original password before a new password can be set: .Changing Your Password [example] ==== [source,shell] .... % passwd .... The output should be similar to the following: [.programlisting] .... Changing local password for jru. Old password: New password: Retype new password: passwd: updating the database... passwd: done .... ==== The superuser can change any user's password by specifying the username when running man:passwd[1]. When this utility is run as the superuser, it will not prompt for the user's current password. This allows the password to be changed when a user cannot remember the original password. .Changing Another User's Password as the Superuser [example] ==== [source,shell] .... # passwd jru .... The output should be similar to the following: [.programlisting] .... Changing local password for jru. New password: Retype new password: passwd: updating the database... passwd: done .... ==== [NOTE] ==== As with man:chpass[1], man:yppasswd[1] is a link to man:passwd[1], so NIS works with either command. ==== [[users-pw]] ==== Create, remove, modify and display system users and groups The man:pw[8] utility can create, remove, modify, and display users and groups. It functions as a front end to the system user and group files. man:pw[8] has a very powerful set of command line options that make it suitable for use in shell scripts, but new users may find it more complicated than the other commands presented in this section. [[users-groups]] === Managing Groups A group is a list of users. A group is identified by its group name and GID. In FreeBSD, the kernel uses the UID of a process, and the list of groups it belongs to, to determine what the process is allowed to do. Most of the time, the GID of a user or process usually means the first group in the list. The group name to GID mapping is listed in `/etc/group`. This is a plain text file with four colon-delimited fields. The first field is the group name, the second is the encrypted password, the third the GID, and the fourth the comma-delimited list of members. For a complete description of the syntax, refer to man:group[5]. The superuser can modify `/etc/group` using a text editor, although editing the group file using man:vigr[8] is preferred because it can catch some common mistakes. Alternatively, man:pw[8] can be used to add and edit groups. For example, to add a group called `teamtwo` and then confirm that it exists: [WARNING] ==== Care must be taken when using the operator group, as unintended superuser-like access privileges may be granted, including but not limited to shutdown, reboot, and access to all items in `/dev` in the group. ==== .Adding a Group Using man:pw[8] [example] ==== [source,shell] .... # pw groupadd teamtwo # pw groupshow teamtwo .... The output should be similar to the following: [.programlisting] .... teamtwo:*:1100: .... ==== In this example, `1100` is the GID of `teamtwo`. Right now, `teamtwo` has no members. This command will add `jru` as a member of `teamtwo`. .Adding User Accounts to a New Group Using man:pw[8] [example] ==== [source,shell] .... # pw groupmod teamtwo -M jru # pw groupshow teamtwo .... The output should be similar to the following: [.programlisting] .... teamtwo:*:1100:jru .... ==== The argument to `-M` is a comma-delimited list of users to be added to a new (empty) group or to replace the members of an existing group. To the user, this group membership is different from (and in addition to) the user's primary group listed in the password file. This means that the user will not show up as a member when using `groupshow` with man:pw[8], but will show up when the information is queried via man:id[1] or a similar tool. When man:pw[8] is used to add a user to a group, it only manipulates `/etc/group` and does not attempt to read additional data from `/etc/passwd`. .Adding a New Member to a Group Using man:pw[8] [example] ==== [source,shell] .... # pw groupmod teamtwo -m db # pw groupshow teamtwo .... The output should be similar to the following: [.programlisting] .... teamtwo:*:1100:jru,db .... ==== In this example, the argument to `-m` is a comma-delimited list of users who are to be added to the group. Unlike the previous example, these users are appended to the group and do not replace existing users in the group. .Using man:id[1] to Determine Group Membership [example] ==== [source,shell] .... % id jru .... The output should be similar to the following: [.programlisting] .... uid=1001(jru) gid=1001(jru) groups=1001(jru), 1100(teamtwo) .... ==== In this example, `jru` is a member of the groups `jru` and `teamtwo`. For more information about this command and the format of `/etc/group`, refer to man:pw[8] and man:group[5]. [[permissions]] == Permissions In FreeBSD, every file and directory has an associated set of permissions and several utilities are available for viewing and modifying these permissions. Understanding how permissions work is necessary to make sure that users are able to access the files that they need and are unable to improperly access the files used by the operating system or owned by other users. This section discusses the traditional UNIX(R) permissions used in FreeBSD. For finer-grained file system access control, refer to crossref:security[fs-acl,Access Control Lists]. In UNIX(R), basic permissions are assigned using three types of access: read, write, and execute. These access types are used to determine file access to the file's owner, group, and others (everyone else). The read, write, and execute permissions can be represented as the letters `r`, `w`, and `x`. They can also be represented as binary numbers as each permission is either on or off (`0`). When represented as a number, the order is always read as `rwx`, where `r` has an on value of `4`, `w` has an on value of `2` and `x` has an on value of `1`. Table 4.1 summarizes the possible numeric and alphabetic possibilities. When reading the "Directory Listing" column, a `-` is used to represent a permission that is set to off. .UNIX(R) Permissions [cols="1,1,1", frame="none", options="header"] |=== | 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` |=== Use the `-l` argument with man:ls[1] to view a long directory listing that includes a column of information about a file's permissions for the owner, group, and everyone else. For example, `ls -l` in an arbitrary directory may show: [source,shell] .... % ls -l .... The output should be similar to the following: [.programlisting] .... total 530 -rw-r--r-- 1 root wheel 512 Sep 5 12:31 myfile -rw-r--r-- 1 root wheel 512 Sep 5 12:31 otherfile -rw-r--r-- 1 root wheel 7680 Sep 5 12:31 email.txt .... Focusing on the line for `myfile`, the first `(leftmost)` character indicates whether this file is a regular file, a directory, a special character device, a socket, or any other special pseudo-file device. In this example, 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 this example, 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. How does the system control permissions on devices? FreeBSD treats most hardware devices as a file that programs can open, read, and write data to. These special device files are stored in `/dev/`. 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 is possible to change into that directory using man:cd[1]. This also means that it is possible to access the files within that directory, subject to the permissions on the files themselves. In order to perform a directory listing, the read permission must be set on the directory. In order 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. For more information on file permissions and how to set them, refer to man:chmod[1]. === Symbolic Permissions Symbolic permissions use characters instead of octal values to assign permissions to files or directories. Symbolic permissions use the syntax of (who) (action) (permissions), where the following values are available: [.informaltable] [cols="1,1,1", frame="none", options="header"] |=== | Option | Letter | Represents |(who) |u |User |(who) |g |Group owner |(who) |o |Other |(who) |a |All ("world") |(action) |+ |Adding permissions |(action) |- |Removing permissions |(action) |= |Explicitly set permissions |(permissions) |r |Read |(permissions) |w |Write |(permissions) |x |Execute |(permissions) |t |Sticky bit |(permissions) |s |Set UID or GID |=== These values are used with man:chmod[1], but with letters instead of numbers. For example, the following command would block both members of the group associated with _FILE_ and all other users from accessing _FILE_: [source,shell] .... % chmod go= FILE .... A comma separated list can be provided when more than one set of changes to a file must be made. For example, the following command removes the group and "world" write permission on _FILE_, and adds the execute permissions for everyone: [source,shell] .... % chmod go-w,a+x FILE .... === FreeBSD File Flags In addition to file permissions, FreeBSD supports the use of "file flags". These flags add an additional level of security and control over files, but not directories. With file flags, even `root` can be prevented from removing or altering files. File flags are modified using man:chflags[1]. For example, to enable the system undeletable flag on the file `file1`, issue the following command: [source,shell] .... # chflags sunlink file1 .... To disable the system undeletable flag, put a "no" in front of the `sunlink`: [source,shell] .... # chflags nosunlink file1 .... To view the flags of a file, use `-lo` with man:ls[1]: [source,shell] .... # ls -lo file1 .... [.programlisting] .... -rw-r--r-- 1 trhodes trhodes sunlnk 0 Mar 1 05:54 file1 .... Several file flags may only be added or removed by the `root` user. In other cases, the file owner may set its file flags. Refer to man:chflags[1] and man:chflags[2] for more information. === The setuid, setgid, and sticky Permissions Other than the permissions already discussed, there are three other specific settings that all administrators should know about. They are the `setuid`, `setgid`, and `sticky` permissions. These settings are important for some UNIX(R) operations as they provide functionality not normally granted to normal users. To understand them, the difference between the real user ID and effective user ID must be noted. The real user ID is the UID who owns or starts the process. The effective UID is the user ID the process runs as. As an example, man:passwd[1] runs with the real user ID when a user changes their password. However, in order to update the password database, the command runs as the effective ID of the `root` user. This allows users to change their passwords without seeing a `Permission Denied` error. The setuid permission may be added symbolically by adding the `s` permission for the user as in the following example: [source,shell] .... # chmod u+s suidexample.sh .... The setuid permission may also be set by prefixing a permission set with the number four (4) as shown in the following example: [source,shell] .... # chmod 4755 suidexample.sh .... The permissions on `suidexample.sh` now look like the following: [.programlisting] .... -rwsr-xr-x 1 trhodes trhodes 63 Aug 29 06:36 suidexample.sh .... Note that a `s` is now part of the permission set designated for the file owner, replacing the executable bit. This allows utilities which need elevated permissions, such as man:passwd[1]. [NOTE] ==== The `nosuid` man:mount[8] option will cause such binaries to silently fail without alerting the user. That option is not completely reliable as a `nosuid` wrapper may be able to circumvent it. ==== To view this in real time, open two terminals. On one, type `passwd` as a normal user. While it waits for a new password, check the process table and look at the user information for man:passwd[1]: In terminal A: [source,shell] .... Changing local password for trhodes Old Password: .... In terminal B: [source,shell] .... # ps aux | grep passwd .... [source,shell] .... trhodes 5232 0.0 0.2 3420 1608 0 R+ 2:10AM 0:00.00 grep passwd root 5211 0.0 0.2 3620 1724 2 I+ 2:09AM 0:00.01 passwd .... Although man:passwd[1] is run as a normal user, it is using the effective UID of `root`. The `setgid` permission performs the same function as the `setuid` permission; except that it alters the group settings. When an application or utility executes with this setting, it will be granted the permissions based on the group that owns the file, not the user who started the process. To set the `setgid` permission on a file symbolically, add the `s` permission for the group with man:chmod[1]: [source,shell] .... # chmod g+s sgidexample.sh .... Alternatively, provide man:chmod[1] with a leading two (2): [source,shell] .... # chmod 2755 sgidexample.sh .... In the following listing, notice that the `s` is now in the field designated for the group permission settings: [source,shell] .... -rwxr-sr-x 1 trhodes trhodes 44 Aug 31 01:49 sgidexample.sh .... [NOTE] ==== In these examples, even though the shell script in question is an executable file, it will not run with a different EUID or effective user ID. This is because shell scripts may not access the man:setuid[2] system calls. ==== The `setuid` and `setgid` permission bits may lower system security, by allowing for elevated permissions. The third special permission, the `sticky bit`, can strengthen the security of a system. When the `sticky bit` is set on a directory, it allows file deletion only by the file owner. This is useful to prevent file deletion in public directories, such as `/tmp`, by users who do not own the file. To utilize this permission, add the `t` mode to the file: [source,shell] .... # chmod +t /tmp .... Alternatively, prefix the permission set with a one (1): [source,shell] .... # chmod 1777 /tmp .... The `sticky bit` permission will display as a `t` at the very end of the permission set: [source,shell] .... # ls -al / | grep tmp .... [source,shell] .... drwxrwxrwt 10 root wheel 512 Aug 31 01:49 tmp .... [[dirstructure]] == Directory Structure The FreeBSD directory hierarchy is fundamental to obtaining an overall understanding of the system. The most important directory is root or, "/". 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 other file systems that are mounted during the transition to multi-user operation. A mount point is a directory where additional file systems can be grafted onto a parent file system (usually the root file system). This is further described in crossref:basics[disk-organization, Disk Organization]. Standard mount points include `/usr/`, `/var/`, `/tmp/`, `/mnt/`, and `/cdrom/`. These directories are usually referenced to entries in `/etc/fstab`. This file is a table of various file systems and mount points and is read by the system. Most of the file systems in `/etc/fstab` are mounted automatically at boot time from the script man:rc[8] unless their entry includes `noauto`. Details can be found in crossref:basics[disks-fstab, The fstab File]. A complete description of the file system hierarchy is available in man:hier[7]. The following table provides a brief overview of the most common directories. [cols="25h,~"] |=== | 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 boot configuration files. Refer to man:loader.conf[5] for details. |`/dev/` |Device special files managed by man:devfs[5] |`/etc/` |System configuration files and scripts. |`/etc/defaults/` |Default system configuration files. Refer to man:rc[8] for details. |`/etc/periodic/` |Scripts that run daily, weekly, and monthly, via man:cron[8]. Refer to man:periodic[8] for details. |`/lib/` |Critical system libraries needed for binaries in `/bin` and `/sbin` |`/libexec/` |Critical system files |`/media/` |Contains subdirectories to be used as mount points for removable media such as CDs, USB drives, and floppy disks |`/mnt/` |Empty directory commonly used by system administrators as a temporary mount point. |`/net/` |Automounted NFS shares; see man:auto_master[5] |`/proc/` |Process file system. Refer to man:procfs[5], man:mount_procfs[8] for details. |`/rescue/` |Statically linked programs for emergency recovery as described in man:rescue[8]. |`/root/` |Home directory for the `root` account. |`/sbin/` |System programs and administration utilities fundamental to both single-user and multi-user environments. |`/tmp/` |Temporary files which are usually _not_ preserved across a system reboot. A memory-based file system is often mounted at `/tmp`. This can be automated using the tmpmfs-related variables of man:rc.conf[5] or with an entry in `/etc/fstab`; refer to man:mdmfs[8] for details. |`/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 and system utilities executed by other programs. |`/usr/local/` |Local executables and libraries. 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/ports/` |The FreeBSD Ports Collection (optional). |`/usr/sbin/` |System daemons and system utilities executed by users. |`/usr/share/` |Architecture-independent files. |`/usr/src/` |BSD and/or local source files. |`/var/` |Multi-purpose log, temporary, transient, and spool files. |`/var/log/` |Miscellaneous system log files. |`/var/tmp/` |Temporary files which are usually preserved across a system reboot. |=== [[disk-organization]] == 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 of a file to determine whether the file is a program, 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 a hierarchy of directories within one another in order to organize 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. For example, if the directory `foo` contains a directory `bar` which contains the file `readme.txt`, the full name, or _path_, to the file is `foo/bar/readme.txt`. Note that this is different from Windows(R) which uses `\` to separate file and directory names. FreeBSD does not use drive letters, or other drive names in the path. For example, one would not type `c:\foo\bar\readme.txt` on FreeBSD. [[disks-file-systems]] === File systems Directories and files are stored in a file system. Each file system contains exactly one directory at the very top level, called the _root directory_ for that file system. This root directory can contain other directories. One file system is designated the _root file system_ or `/`. Every other file system is _mounted_ under the root file system. No matter how many disks are on the FreeBSD system, every directory appears to be part of the same disk. Consider three file systems, called `A`, `B`, and `C`. Each file system has one root directory, which contains two other directories, called `A1`, `A2` (and likewise `B1`, `B2` and `C1`, `C2`). Call `A` the root file system. If man:ls[1] is used to view the contents of this directory, it will show two subdirectories, `A1` and `A2`. The directory tree looks like this: image::example-dir1.png[Directory tree with the root directory and two subdirectories, A1 and A2] A file system must be mounted on to a directory in another file system. When mounting file system `B` on to the directory `A1`, the root directory of `B` replaces `A1`, and the directories in `B` appear accordingly: image::example-dir2.png[Directory tree with the root directory and two subdirectories, A1 and A2. And more subdirectories, B1 and B2 hanging from A1] 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: image::example-dir3.png[Directory tree with the root directory and two subdirectories, A1 and A2. And more subdirectories, B1 and B2 hanging from A2] and the paths would be `/A2/B1` and `/A2/B2` respectively. File systems can be mounted on top of one another. Continuing the last example, the `C` file system could be mounted on top of the `B1` directory in the `B` file system, leading to this arrangement: image::example-dir4.png[A complex directory tree. With different subdirectories hanging from root.] Or `C` could be mounted directly on to the `A` file system, under the `A1` directory: image::example-dir5.png[A complex directory tree. With different subdirectories hanging from root.] It is entirely possible to have one large root file system, and not need to create any others. There are some drawbacks to this approach, and one advantage. .Benefits of Multiple File Systems * Different file systems can have different _mount options_. For example, the root file system can be mounted read-only, making it impossible for users to inadvertently delete or edit a critical file. Separating user-writable file systems, such as `/home`, from other file systems allows them to be mounted _nosuid_. This option prevents the _suid_/_guid_ bits on executables stored on the file system from taking effect, possibly improving security. * FreeBSD automatically optimizes the layout of files on a file system, depending on how the file system is being used. So a file system 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 file system this optimization breaks down. * FreeBSD's file systems are robust if power is lost. However, a power loss at a critical point could still damage the structure of the file system. By splitting data over multiple file systems it is more likely that the system will still come up, making it easier to restore from backup as necessary. .Benefit of a Single File System * File systems are a fixed size. If you create a file system 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 file system with the new size, and then restoring the backed up data. + [IMPORTANT] ==== FreeBSD features the man:growfs[8] command, which makes it possible to increase the size of file system on the fly, removing this limitation. A file system can only be expanded into free space in the partition in which it resides. If there is space after the partition, the partition can be expanded with man:gpart[8]. If the partition is the last one on a virtual disk, and the disk is expanded, the partition can then be expanded. ==== [[disks-partitions]] === Disk partitions File systems are contained in _partitions_. Disks are divided into partitions using one of several partitioning schemes; -see crossref:basics[bsdinstall-part-manual]. +see crossref:bsdinstall[bsdinstall-part-manual, Manual Partitioning]. The newer scheme is GPT; older BIOS-based computers use MBR. GPT supports division of a disk into partitions with a size, offset, and type. It supports a large number of partitions and partition types, and is recommended whenever its use is possible. GPT partitions use the disk name with a suffix, where the suffix is `p1` for the first partition, `p2` for the second, and so on. MBR, however, supports only a small number of partitions. The MBR partitions are known in FreeBSD as `slices`. Slices may be used for different operating systems. FreeBSD slices are subdivided into partitions using BSD labels (see man:bsdlabel[8]). Slice numbers follow the device name, prefixed with an `s`, starting at 1. So "da0__s1__" is the first slice on the first SCSI drive. There can only be four physical slices on a disk, but there can be logical slices inside physical slices of the appropriate type. These extended slices are numbered starting at 5, so "ada0__s5__" is the first extended slice on the first SATA disk. These devices are used by file systems that expect to occupy a slice. Each GPT or BSD partition can contain only one file system, which means that file systems are often described by either their typical mount point in the file system hierarchy, or the name of the partition they are contained in. FreeBSD also uses disk space for _swap space_ to provide _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. This is called _paging_. Some BSD partitions have certain conventions associated with them. [cols="25h,~"] |=== | Partition | Convention |`a` |Normally contains the root file system. |`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, such as a bad block scanner, to work on the `c` partition. A file system would not normally be created on this partition. |`d` |Partition `d` used to have a special meaning associated with it, although that is now gone and `d` may work as any normal partition. |=== Slices and "dangerously dedicated" physical drives contain BSD partitions, which are represented as letters from `a` to `h`. This letter is appended to the device name, so "da0__a__" is the `a` partition on the first `da` drive, which is "dangerously dedicated". "ada1s3__e__" is the fifth partition in the third slice of the second SATA 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 partitions and slices, disk numbering starts at 0. -Common codes are listed in crossref:basics[disks-naming,.Disk Device Names]. +Common codes are listed in crossref:basics[disks-naming,Disk Device Names]. When referring to a partition in a slice, include the disk name, `s`, the slice number, and then the partition letter. -Examples are shown in crossref:basics[basics-disk-slice-part,.Sample Disk, Slice, and Partition Names]. +Examples are shown in crossref:basics[basics-disk-slice-part,Sample Disk, Slice, and Partition Names]. GPT partitions include the disk name, `p`, and then the partition number. -crossref:basics[basics-concept-disk-model,.Conceptual Model of a Disk] shows a conceptual model of a disk layout using MBR slices. +crossref:basics[basics-concept-disk-model,Conceptual Model of a Disk] shows a conceptual model of a disk layout using MBR slices. When installing FreeBSD, configure the disk slices if using MBR, and create partitions within the slice to be used for FreeBSD. If using GPT, configure partitions for each file system. In either case, create a file system or swap space in each partition, and decide where each file system will be mounted. See man:gpart[8] for information on manipulating partitions. [[disks-naming]] .Disk Device Names [cols="1,1", frame="none", options="header"] |=== | Drive Type | Drive Device Name |SATA and IDE hard drives |`ada` |SCSI hard drives and USB storage devices |`da` |NVMe storage |`nvd` or `nda` |SATA and IDE CD-ROM drives |`cd` |SCSI CD-ROM drives |`cd` |Floppy drives |`fd` |SCSI tape drives |`sa` |RAID drives |Examples include `aacd` for Adaptec(R) AdvancedRAID, `mlxd` and `mlyd` for Mylex(R), `amrd` for AMI MegaRAID(R), `idad` for Compaq Smart RAID, `twed` for 3ware(R) RAID. |=== [example] ==== [[basics-disk-slice-part]] .Sample Disk, Slice, and Partition Names [.informaltable] [cols="1,1", frame="none", options="header"] |=== | Name | Meaning |`ada0s1a` |The first partition (`a`) on the first slice (`s1`) on the first SATA disk (`ada0`). |`da1s2e` |The fifth partition (`e`) on the second slice (`s2`) on the second SCSI disk (`da1`). |=== ==== [[basics-concept-disk-model]] .Conceptual Model of a Disk [example] ==== This diagram shows FreeBSD's view of the first SATA disk attached to the system. Assume that the disk is 250 GB in size, and contains an 80 GB slice and a 170 GB slice (MS-DOS(R) partitions). The first slice contains a Windows(R) NTFS file system, `C:`, and the second slice contains a FreeBSD installation. This example FreeBSD installation has four data partitions and a swap partition. The four partitions each hold a file system. Partition `a` is used for the root file system, `d` for `/var/`, `e` for `/tmp/`, and `f` for `/usr/`. Partition letter `c` refers to the entire slice, and so is not used for ordinary partitions. image::disk-layout.png[Layout of a shared drive between Windows and FreeBSD] ==== [[mount-unmount]] == Mounting and Unmounting File Systems The file system is best visualized as a tree, rooted, as it were, at `/`. `/dev`, `/usr`, and the other directories in the root directory are branches, which may have their own branches, such as `/usr/local`, and so on. There are various reasons to house some of these directories on separate file systems. `/var` contains the directories `log/`, `spool/`, and various types of temporary files, and as such, may get filled up. Filling up the root file system is not a good idea, so splitting `/var` from `/` is often favorable. Another common reason to contain certain directory trees on other file systems is if they are to be housed on separate physical disks, or are separate virtual disks, such as Network File System mounts, described in crossref:network-servers[network-nfs,“Network File System (NFS)”], or CDROM drives. [[disks-fstab]] === The fstab File During the boot process (crossref:boot[boot,The FreeBSD Booting Process]), file systems listed in `/etc/fstab` are automatically mounted except for the entries containing `noauto`. This file contains entries in the following format: [.programlisting] .... device /mount-point fstype options dumpfreq passno .... `device`:: -An existing device name as explained in crossref:basics[disks-naming,.Disk Device Names]. +An existing device name as explained in crossref:basics[disks-naming,Disk Device Names]. `mount-point`:: An existing directory 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 `rw` for read-write file systems, or `ro` for read-only file systems, followed by any other options that may be needed. A common option is `noauto` for file systems not normally mounted during the boot sequence. Other options are listed in man:mount[8]. `dumpfreq`:: Used by man:dump[8] to determine which file systems require dumping. If the field is missing, a value of zero is assumed. `passno`:: Determines the order in which UFS file systems should be checked by man:fsck[8] after a reboot. File systems that should be skipped should have their `passno` set to zero. The root file system needs to be checked before everything else and should have its `passno` set to one. The other file systems should be set to values greater than one. If more than one file system has the same `passno`, man:fsck[8] will attempt to check file systems in parallel if possible. Refer to man:fstab[5] for more information on the format of `/etc/fstab` and its options. [[disks-mount]] === Using man:mount[8] File systems are mounted using man:mount[8]. The most basic syntax is as follows: [example] ==== [source,shell] .... # mount device mountpoint .... ==== A file system listed in `/etc/fstab` can also be mounted by providing just the mountpoint. This command provides many options which are described in man:mount[8]. The most commonly used options include: .Mount Options `-a`:: Mount all the file systems listed in `/etc/fstab`, except those marked as "noauto", excluded by the `-t` flag, or those that are already mounted. `-d`:: Do everything except for the actual mount system call. This option is useful in conjunction with the `-v` flag to determine what man:mount[8] is actually trying to do. `-f`:: Force the mount of an unclean file system (dangerous), or the revocation of write access when downgrading a file system's mount status from read-write to read-only. `-r`:: Mount the file system read-only. This is identical to using `-o ro`. ``-t _fstype_``:: Mount the specified file system type or mount only file systems of the given type, if `-a` is included. "ufs" is the default file system type. `-u`:: Update mount options on the file system. `-v`:: Be verbose. `-w`:: Mount the file system read-write. The following options can be passed to `-o` as a comma-separated list: nosuid:: Do not interpret setuid or setgid flags on the file system. This is also a useful security option. [[disks-umount]] === Using man:umount[8] To unmount a file system use man:umount[8]. This command takes one parameter which can be a mountpoint, device name, `-a` or `-A`. All forms take `-f` to force unmounting, and `-v` for verbosity. Be warned that `-f` is not generally a good idea as it might crash the computer or damage data on the file system. To unmount all mounted file systems, or just the file system types listed after `-t`, use `-a` or `-A`. Note that `-A` does not attempt to unmount the root file system. [[basics-processes]] == Processes and Daemons FreeBSD is a multi-tasking operating system. Each program running at any one time is called a _process_. Every running command starts at least one new process and there are a number of system processes that are run by FreeBSD. Each process is uniquely identified by a number called a _process ID_ (PID). Similar to files, each process has one owner and group, and the owner and group permissions are used to determine which files and devices the process can open. Most processes also have a parent process that started them. For example, the shell is a process, and any command started in the shell is a process which has the shell as its parent process. The exception is a special process called man:init[8] which is always the first process to start at boot time and which always has a PID of `1`. Some programs are not designed to be run with continuous user input and disconnect from the terminal at the first opportunity. For example, a web server responds to web requests, rather than user input. Mail servers are another example of this type of application. These types of programs are known as _daemons_. The term daemon comes from Greek mythology and represents an entity that is neither good nor evil, and which invisibly performs useful tasks. This is why the BSD mascot is 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". For example, BIND is the Berkeley Internet Name Domain, but the actual program that executes is `named`. The Apache web server program is `httpd` and the line printer spooling daemon is `lpd`. This is only a naming convention. For example, the main mail daemon for the Sendmail application is `sendmail`, and not `maild`. === Viewing Processes To see the processes running on the system, use man:ps[1] or man:top[1]. To display a static list of the currently running processes, their PIDs, how much memory they are using, and the command they were started with, use man:ps[1]. To display all the running processes and update the display every few seconds in order to interactively see what the computer is doing, use man:top[1]. By default, man:ps[1] only shows the commands that are running and owned by the user. For example: [source,shell] .... % ps .... The output should be similar to the following: [.programlisting] .... PID TT STAT TIME COMMAND 8203 0 Ss 0:00.59 /bin/csh 8895 0 R+ 0:00.00 ps .... The output from man:ps[1] is organized into a number of columns. The `PID` column displays the process ID. PIDs are assigned starting at 1, go up to 99999, then wrap around back to the beginning. However, a PID is not reassigned if it is already in use. The `TT` column shows the tty the program is running on and `STAT` shows the program's state. `TIME` is the amount of time the program has been running on the CPU. This is usually not the elapsed time since the program was started, as most programs spend a lot of time waiting for things to happen before they need to spend time on the CPU. Finally, `COMMAND` is the command that was used to start the program. A number of different options are available to change the information that is displayed. One of the most useful sets is `auxww`, where `a` displays information about all the running processes of all users, `u` displays the username and memory usage of the process' owner, `x` displays information about daemon processes, and `ww` causes man:ps[1] to display the full command line for each process, rather than truncating it once it gets too long to fit on the screen. The output from man:top[1] is similar: [source,shell] .... % top .... The output should be similar to the following: [.programlisting] .... last pid: 9609; load averages: 0.56, 0.45, 0.36 up 0+00:20:03 10:21:46 107 processes: 2 running, 104 sleeping, 1 zombie CPU: 6.2% user, 0.1% nice, 8.2% system, 0.4% interrupt, 85.1% idle Mem: 541M Active, 450M Inact, 1333M Wired, 4064K Cache, 1498M Free ARC: 992M Total, 377M MFU, 589M MRU, 250K Anon, 5280K Header, 21M Other Swap: 2048M Total, 2048M Free PID USERNAME THR PRI NICE SIZE RES STATE C TIME WCPU COMMAND 557 root 1 -21 r31 136M 42296K select 0 2:20 9.96% Xorg 8198 dru 2 52 0 449M 82736K select 3 0:08 5.96% kdeinit4 8311 dru 27 30 0 1150M 187M uwait 1 1:37 0.98% firefox 431 root 1 20 0 14268K 1728K select 0 0:06 0.98% moused 9551 dru 1 21 0 16600K 2660K CPU3 3 0:01 0.98% top 2357 dru 4 37 0 718M 141M select 0 0:21 0.00% kdeinit4 8705 dru 4 35 0 480M 98M select 2 0:20 0.00% kdeinit4 8076 dru 6 20 0 552M 113M uwait 0 0:12 0.00% soffice.bin 2623 root 1 30 10 12088K 1636K select 3 0:09 0.00% powerd 2338 dru 1 20 0 440M 84532K select 1 0:06 0.00% kwin 1427 dru 5 22 0 605M 86412K select 1 0:05 0.00% kdeinit4 .... The output is split into two sections. The header (the first five or six 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, how much memory and swap space has been used, and how much time the system is spending in different CPU states. If the ZFS file system module has been loaded, an `ARC` line indicates how much data was read from the memory cache instead of from disk. Below the header is a series of columns containing similar information to the output from man:ps[1], such as the PID, username, amount of CPU time, and the command that started the process. By default, man:top[1] also displays 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 now. man:top[1] automatically updates the display every two seconds. A different interval can be specified with `-s`. [[basics-daemons]] === Killing Processes One way to communicate with any running process or daemon is to send a _signal_ using man:kill[1]. There are a number of different signals; some have a specific meaning while others are described in the application's documentation. A user can only send a signal to a process they own and sending a signal to someone else's process will result in a permission denied error. The exception is the `root` user, who can send signals to anyone's processes. The operating system can also send a signal to a process. If an application is badly written and tries to access memory that it is not supposed to, FreeBSD will send the process the "Segmentation Violation" signal (`SIGSEGV`). If an application has been written to use the man:alarm[3] system call to be alerted after a period of time has elapsed, it will be sent the "Alarm" signal (`SIGALRM`). Two signals can be used to stop a process: `SIGTERM` and `SIGKILL`. `SIGTERM` is the polite way to kill a process as the process can read the signal, close any log files it may have open, and attempt to finish what it is doing before shutting down. In some cases, a process may ignore `SIGTERM` if it is in the middle of some task that cannot be interrupted. `SIGKILL` cannot be ignored by a process. Sending a `SIGKILL` to a process will usually stop that process there and then. footnote:[There are a few tasks that cannot 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 is unavailable, 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.]. Other commonly used signals are `SIGHUP`, `SIGUSR1`, and `SIGUSR2`. Since these are general purpose signals, different applications will respond differently. For example, after changing a web server's configuration file, the web server needs to be told to re-read its configuration. Restarting `httpd` would result in a brief outage period on the web server. Instead, send the daemon the `SIGHUP` signal. Be aware that different daemons will have different behavior, so refer to the documentation for the daemon to determine if `SIGHUP` will achieve the desired results. [IMPORTANT] ==== Killing a random process on the system is a bad idea. In particular, man:init[8], PID 1, is special. Running `/bin/kill -s KILL 1` is a quick, and unrecommended, way to shutdown the system. _Always_ double check the arguments to man:kill[1] _before_ pressing kbd:[Return]. ==== [[shells]] == Shells A _shell_ provides a command line interface for interacting with the operating system. A shell receives commands from the input channel and executes them. Many shells provide built in functions to help with everyday tasks such as file management, file globbing, command line editing, command macros, and environment variables. FreeBSD comes with several shells, including the Bourne shell (man:sh[1]) and the extended C shell (man:tcsh[1]). Other shells are available from the FreeBSD Ports Collection, such as `zsh` and `bash`. The shell that is used is really a matter of taste. A C programmer might feel more comfortable with a C-like shell such as man:tcsh[1]. A Linux(R) user might prefer `bash`. Each shell has unique properties that may or may not work with a user's preferred working environment, which is why there is a choice of which shell to use. One common shell feature is filename completion. After a user types the first few letters of a command or filename and presses kbd:[Tab], the shell completes the rest of the command or filename. Consider two files called `foobar` and `football`. To delete `foobar`, the user might type `rm foo` and press kbd:[Tab] to complete the filename. But the shell only shows `rm foo`. It was unable to complete the filename because both `foobar` and `football` start with `foo`. Some shells sound a beep or show all the choices if more than one name matches. The user must then type more characters to identify the desired filename. Typing a `t` and pressing kbd:[Tab] again is enough to let the shell determine which filename is desired and fill in the rest. Another feature of the shell is the use of environment variables. Environment variables are a variable/key pair stored in the shell's environment. This environment can be read by any program invoked by the shell, and thus contains a lot of program configuration. -crossref:basics[shell-env-vars,.Common Environment Variables] provides a list of common environment variables and their meanings. +crossref:basics[shell-env-vars,Common Environment Variables] provides a list of common environment variables and their meanings. Note that the names of environment variables are always in uppercase. [[shell-env-vars]] .Common Environment Variables [cols="25h,~"] |=== | Variable | Description |`USER` |Current logged in user's name. |`PATH` |Colon-separated list of directories to search for binaries. |`DISPLAY` |Network name of the Xorg display to connect to, if available. |`SHELL` |The current shell. |`TERM` |The name of the user's type of 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. |`MACHTYPE` |The system's CPU architecture. |`EDITOR` |The user's preferred text editor. |`PAGER` |The user's preferred utility for viewing text one page at a time. |`MANPATH` |Colon-separated list of directories to search for manual pages. |=== How to set an environment variable differs between shells. In man:tcsh[1] and man:csh[1], use `setenv` to set environment variables. In man:sh[1] and `bash`, use `export` to set the current environment variables. This example sets the default `EDITOR` to `/usr/local/bin/emacs` for the man:tcsh[1] shell: [source,shell] .... % setenv EDITOR /usr/local/bin/emacs .... The equivalent command for `bash` would be: [source,shell] .... % export EDITOR="/usr/local/bin/emacs" .... To expand an environment variable in order to see its current setting, type a `$` character in front of its name on the command line. For example, `echo $TERM` displays the current `$TERM` setting. Shells treat special characters, known as meta-characters, as special representations of data. The most common meta-character is `\*`, which represents any number of characters in a filename. Meta-characters can be used to perform filename globbing. For example, `echo *` is equivalent to `ls` because the shell takes all the files that match `*` and `echo` lists them on the command line. To prevent the shell from interpreting a special character, escape it from the shell by starting it with a backslash (`\`). For example, `echo $TERM` prints the terminal setting whereas `echo \$TERM` literally prints the string `$TERM`. [[changing-shells]] === Changing the Shell The easiest way to permanently change the default shell is to use `chsh`. Running this command will open the editor that is configured in the `EDITOR` environment variable, which by default is set to man:vi[1]. Change the `Shell:` line to the full path of the new shell. Alternately, use `chsh -s` which will set the specified shell without opening an editor. For example, to change the shell to `bash`: [source,shell] .... % chsh -s /usr/local/bin/bash .... Enter your password at the prompt and press kbd:[Return] to change your shell. Log off and log in again to start using the new shell. [NOTE] ==== The new shell _must_ be present in `/etc/shells`. If the shell was installed from the FreeBSD Ports Collection as described in crossref:ports[ports,Installing Applications: Packages and Ports], it should be automatically added to this file. If it is missing, add it using this command, replacing the path with the path of the shell: [source,shell] .... # echo /usr/local/bin/bash >> /etc/shells .... Then, rerun man:chsh[1]. ==== === Advanced Shell Techniques The UNIX(R) shell is not just a command interpreter, it acts as a powerful tool which allows users to execute commands, redirect their output, redirect their input and chain commands together to improve the final command output. When this functionality is mixed with built in commands, the user is provided with an environment that can maximize efficiency. Shell redirection is the action of sending the output or the input of a command into another command or into a file. To capture the output of the man:ls[1] command, for example, into a file, redirect the output: [source,shell] .... % ls > directory_listing.txt .... The directory contents will now be listed in `directory_listing.txt`. Some commands can be used to read input, such as man:sort[1]. To sort this listing, redirect the input: [source,shell] .... % sort < directory_listing.txt .... The input will be sorted and placed on the screen. To redirect that input into another file, one could redirect the output of man:sort[1] by mixing the direction: [source,shell] .... % sort < directory_listing.txt > sorted.txt .... In all of the previous examples, the commands are performing redirection using file descriptors. Every UNIX(R) system has file descriptors, which include standard input (stdin), standard output (stdout), and standard error (stderr). Each one has a purpose, where input could be a keyboard or a mouse, something that provides input. Output could be a screen or paper in a printer. And error would be anything that is used for diagnostic or error messages. All three are considered I/O based file descriptors and sometimes considered streams. Through the use of these descriptors, the shell allows output and input to be passed around through various commands and redirected to or from a file. Another method of redirection is the pipe operator. The UNIX(R) pipe operator, "|" allows the output of one command to be directly passed or directed to another program. Basically, a pipe allows the standard output of a command to be passed as standard input to another command, for example: [source,shell] .... % cat directory_listing.txt | sort | less .... In that example, the contents of `directory_listing.txt` will be sorted and the output passed to man:less[1]. This allows the user to scroll through the output at their own pace and prevent it from scrolling off the screen. [[editors]] == Text Editors Most FreeBSD configuration is done by editing text files, so it is 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. A simple editor to learn is man:ee[1], which stands for easy editor. To start this editor, type `ee _filename_` where _filename_ is the name of the file to be edited. Once inside the editor, all of the commands for manipulating the editor's functions are listed at the top of the display. The caret (`^`) represents kbd:[Ctrl], so `^e` expands to kbd:[Ctrl+e]. To leave man:ee[1], press kbd:[Esc], then choose the "leave editor" option from the main menu. The editor will prompt to save any changes if the file has been modified. FreeBSD also comes with more powerful text editors, such as man:vi[1], as part of the base system. Other editors, like package:editors/emacs[] and package:editors/vim[], are part of the FreeBSD Ports Collection. These editors offer more functionality at the expense of being more complicated to learn. Learning a more powerful editor such as vim or Emacs can save more time in the long run. Many applications which modify files or require typed input will automatically open a text editor. To change the default editor, set the `EDITOR` environment variable as described in crossref:basics[shells, Shells]. [[basics-devices]] == 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 the boot messages refer to devices being detected. A copy of the boot messages is saved to `/var/run/dmesg.boot`. Each device has a device name and number. For example, `ada0` is the first SATA hard drive, while `kbd0` represents the keyboard. Most devices in FreeBSD must be accessed through special files called device nodes, which are located in `/dev`. [[basics-more-information]] == 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 available arguments. These manuals can be viewed using `man`: [source,shell] .... % man command .... where _command_ is the name of the command to learn about. For example, to learn more about man:ls[1], type: [source,shell] .... % man ls .... Manual pages are divided into sections which represent the type of topic. In FreeBSD, the following sections are available: . 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. . System kernel interfaces. 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. To tell man:man[1] which section to display, specify the section number: [source,shell] .... % man 1 chmod .... This will display the manual page for the user command man:chmod[1]. References to a particular section of the online manual are traditionally placed in parenthesis in written documentation, so man:chmod[1] refers to the user command and man:chmod[2] refers to the system call. If the name of the manual page is unknown, use `man -k` to search for keywords in the manual page descriptions: [source,shell] .... % man -k mail .... This command displays a list of commands that have the keyword "mail" in their descriptions. This is equivalent to using man:apropos[1]. To read the descriptions for all of the commands in `/usr/sbin`, type: [source,shell] .... % cd /usr/sbin % man -f * | more .... or [source,shell] .... % cd /usr/sbin % whatis * |more .... [[basics-info]] === GNU Info Files FreeBSD includes several applications and utilities produced by the Free Software Foundation (FSF). In addition to manual pages, these programs may include hypertext documents called `info` files. These can be viewed using man:info[1] or, if package:editors/emacs[] is installed, the info mode of emacs. To use man:info[1], type: [source,shell] .... % info .... For a brief introduction, type `h`. For a quick command reference, type `?`. diff --git a/documentation/content/en/books/handbook/boot/_index.adoc b/documentation/content/en/books/handbook/boot/_index.adoc index 86cc778922..60bf37b486 100644 --- a/documentation/content/en/books/handbook/boot/_index.adoc +++ b/documentation/content/en/books/handbook/boot/_index.adoc @@ -1,453 +1,453 @@ --- title: Chapter 15. The FreeBSD Booting Process part: Part III. System Administration prev: books/handbook/config next: books/handbook/security description: An introduction to the FreeBSD Booting Process, demonstrates how to customize the FreeBSD boot process, including everything that happens until the FreeBSD kernel has started, probed for devices, and started init tags: ["boot", "boot process", "device hints", "x86", "amd64", "MBR", "GPT", "UEFI", "bsdlabel", "boot0", "Single-User Mode", "Multi-User Mode"] showBookMenu: true weight: 19 path: "/books/handbook/boot/" --- [[boot]] = The FreeBSD Booting Process :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 15 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/boot/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[boot-synopsis]] == Synopsis The process of starting a computer and loading the operating system is referred to as "the bootstrap process", or "booting". FreeBSD's boot process provides a great deal of flexibility in customizing what happens when the system starts, including the ability to select from different operating systems installed on the same computer, different versions of the same operating system, or a different installed kernel. This chapter details the configuration options that can be set. It demonstrates how to customize the FreeBSD boot process, including everything that happens until the FreeBSD kernel has started, probed for devices, and started man:init[8]. This occurs when the text color of the boot messages changes from bright white to grey. After reading this chapter, you will recognize: * The components of the FreeBSD bootstrap system and how they interact. * The options that can be passed to the components in the FreeBSD bootstrap in order to control the boot process. * The basics of setting device hints. * How to boot into single- and multi-user mode and how to properly shut down a FreeBSD system. [NOTE] ==== This chapter only describes the boot process for FreeBSD running on x86 and amd64 systems. ==== [[boot-introduction]] == FreeBSD Boot Process Turning on a computer and starting the operating system poses an interesting dilemma. By definition, the computer does not know how to do anything until the operating system is started. This includes running programs from the disk. If the computer can not run a program from the disk without the operating system, and the operating system programs are on the disk, how is the operating system started? This problem parallels one in the book The Adventures of Baron Munchausen. A character had fallen part way down a manhole, and pulled himself out by grabbing his bootstraps and lifting. In the early days of computing, the term _bootstrap_ was applied to the mechanism used to load the operating system. It has since become shortened to "booting". On x86 hardware, the Basic Input/Output System (BIOS) is responsible for loading the operating system. The BIOS looks on the hard disk for the Master Boot Record (MBR), which must be located in a specific place on the disk. The BIOS has enough knowledge to load and run the MBR, and assumes that the MBR can then carry out the rest of the tasks involved in loading the operating system, possibly with the help of the BIOS. [NOTE] ==== FreeBSD provides for booting from both the older MBR standard, and the newer GUID Partition Table (GPT). GPT partitioning is often found on computers with the Unified Extensible Firmware Interface (UEFI). However, FreeBSD can boot from GPT partitions even on machines with only a legacy BIOS with man:gptboot[8]. Work is under way to provide direct UEFI booting. ==== The code within the MBR is typically referred to as a _boot manager_, especially when it interacts with the user. The boot manager usually has more code in the first track of the disk or within the file system. Examples of boot managers include the standard FreeBSD boot manager boot0, also called Boot Easy, and GNU GRUB, which is used by many Linux(R) distributions. [NOTE] ==== // There is extref:{faq}[a frequently asked question] about GRUB. Beyond the answer there, // Users of GRUB should refer to https://www.gnu.org/software/grub/grub-documentation.html[GNU-provided documentation]. ==== If only one operating system is installed, the MBR searches for the first bootable (active) slice on the disk, and then runs the code on that slice to load the remainder of the operating system. When multiple operating systems are present, a different boot manager can be installed to display a list of operating systems so the user can select one to boot. The remainder of the FreeBSD bootstrap system is divided into three stages. The first stage knows just enough to get the computer into a specific state and run the second stage. The second stage can do a little bit more, before running the third stage. The third stage finishes the task of loading the operating system. The work is split into three stages because the MBR puts limits on the size of the programs that can be run at stages one and two. Chaining the tasks together allows FreeBSD to provide a more flexible loader. The kernel is then started and begins to probe for devices and initialize them for use. Once the kernel boot process is finished, the kernel passes control to the user process man:init[8], which makes sure the disks are in a usable state, starts the user-level resource configuration which mounts file systems, sets up network cards to communicate on the network, and starts the processes which have been configured to run at startup. This section describes these stages in more detail and demonstrates how to interact with the FreeBSD boot process. [[boot-boot0]] === The Boot Manager The boot manager code in the MBR is sometimes referred to as _stage zero_ of the boot process. By default, FreeBSD uses the boot0 boot manager. The MBR installed by the FreeBSD installer is based on [.filename]#/boot/boot0#. The size and capability of boot0 is restricted to 446 bytes due to the slice table and `0x55AA` identifier at the end of the MBR. If boot0 and multiple operating systems are installed, a message similar to this example will be displayed at boot time: [[boot-boot0-example]] .[.filename]#boot0# Screenshot [example] ==== [source,shell] .... F1 Win F2 FreeBSD Default: F2 .... ==== Other operating systems will overwrite an existing MBR if they are installed after FreeBSD. If this happens, or to replace the existing MBR with the FreeBSD MBR, use the following command: [source,shell] .... # fdisk -B -b /boot/boot0 device .... where _device_ is the boot disk, such as [.filename]#ad0# for the first IDE disk, [.filename]#ad2# for the first IDE disk on a second IDE controller, or [.filename]#da0# for the first SCSI disk. To create a custom configuration of the MBR, refer to man:boot0cfg[8]. [[boot-boot1]] === Stage One and Stage Two Conceptually, the first and second stages are part of the same program on the same area of the disk. Due to space constraints, they have been split into two, but are always installed together. They are copied from the combined [.filename]#/boot/boot# by the FreeBSD installer or `bsdlabel`. These two stages are located outside file systems, in the first track of the boot slice, starting with the first sector. This is where boot0, or any other boot manager, expects to find a program to run which will continue the boot process. The first stage, [.filename]#boot1#, is very simple, since it can only be 512 bytes in size. It knows just enough about the FreeBSD _bsdlabel_, which stores information about the slice, to find and execute [.filename]#boot2#. Stage two, [.filename]#boot2#, is slightly more sophisticated, and understands the FreeBSD file system enough to find files. It can provide a simple interface to choose the kernel or loader to run. It runs loader, which is much more sophisticated and provides a boot configuration file. If the boot process is interrupted at stage two, the following interactive screen is displayed: [[boot-boot2-example]] .[.filename]#boot2# Screenshot [example] ==== [source,shell] .... >> FreeBSD/i386 BOOT Default: 0:ad(0,a)/boot/loader boot: .... ==== To replace the installed [.filename]#boot1# and [.filename]#boot2#, use `bsdlabel`, where _diskslice_ is the disk and slice to boot from, such as [.filename]#ad0s1# for the first slice on the first IDE disk: [source,shell] .... # bsdlabel -B diskslice .... [WARNING] ==== If just the disk name is used, such as [.filename]#ad0#, `bsdlabel` will create the disk in "dangerously dedicated mode", without slices. This is probably not the desired action, so double check the _diskslice_ before pressing kbd:[Return]. ==== [[boot-loader]] === Stage Three The loader is the final stage of the three-stage bootstrap process. It is located on the file system, usually as [.filename]#/boot/loader#. The loader is intended as an interactive method for configuration, using a built-in command set, backed up by a more powerful interpreter which has a more complex command set. During initialization, loader will probe for a console and for disks, and figure out which disk it is booting from. It will set variables accordingly, and an interpreter is started where user commands can be passed from a script or interactively. The loader will then read [.filename]#/boot/loader.rc#, which by default reads in [.filename]#/boot/defaults/loader.conf# which sets reasonable defaults for variables and reads [.filename]#/boot/loader.conf# for local changes to those variables. [.filename]#loader.rc# then acts on these variables, loading whichever modules and kernel are selected. Finally, by default, loader issues a 10 second wait for key presses, and boots the kernel if it is not interrupted. If interrupted, the user is presented with a prompt which understands the command set, where the user may adjust variables, unload all modules, load modules, and then finally boot or reboot. -crossref:boot[boot-loader-commands,.Loader Built-In Commands] lists the most commonly used loader commands. +crossref:boot[boot-loader-commands,Loader Built-In Commands] lists the most commonly used loader commands. For a complete discussion of all available commands, refer to man:loader[8]. [[boot-loader-commands]] .Loader Built-In Commands [cols="20%,80%", frame="none", options="header"] |=== | Variable | Description |autoboot _seconds_ |Proceeds to boot the kernel if not interrupted within the time span given, in seconds. It displays a countdown, and the default time span is 10 seconds. |boot [`-options`] [`kernelname`] |Immediately proceeds to boot the kernel, with any specified options or kernel name. Providing a kernel name on the command-line is only applicable after an `unload` has been issued. Otherwise, the previously-loaded kernel will be used. If _kernelname_ is not qualified, it will be searched under _/boot/kernel_ and _/boot/modules_. |boot-conf |Goes through the same automatic configuration of modules based on specified variables, most commonly `kernel`. This only makes sense if `unload` is used first, before changing some variables. |help [`_topic_`] |Shows help messages read from [.filename]#/boot/loader.help#. If the topic given is `index`, the list of available topics is displayed. |include `_filename_` ... |Reads the specified file and interprets it line by line. An error immediately stops the `include`. |load [-t ``_type_``] `_filename_` |Loads the kernel, kernel module, or file of the type given, with the specified filename. Any arguments after _filename_ are passed to the file. If _filename_ is not qualified, it will be searched under _/boot/kernel_ and _/boot/modules_. |ls [-l] [``_path_``] |Displays a listing of files in the given path, or the root directory, if the path is not specified. If `-l` is specified, file sizes will also be shown. |lsdev [`-v`] |Lists all of the devices from which it may be possible to load modules. If `-v` is specified, more details are printed. |lsmod [`-v`] |Displays loaded modules. If `-v` is specified, more details are shown. |more `_filename_` |Displays the files specified, with a pause at each `LINES` displayed. |reboot |Immediately reboots the system. |set `_variable_`, set `_variable=value_` |Sets the specified environment variables. |unload |Removes all loaded modules. |=== Here are some practical examples of loader usage. To boot the usual kernel in single-user mode: [source,shell] .... boot -s .... To unload the usual kernel and modules and then load the previous or another, specified kernel: [source,shell] .... unload load /path/to/kernelfile .... Use the qualified [.filename]#/boot/GENERIC/kernel# to refer to the default kernel that comes with an installation, or [.filename]#/boot/kernel.old/kernel#, to refer to the previously installed kernel before a system upgrade or before configuring a custom kernel. Use the following to load the usual modules with another kernel. Note that in this case it is not necessary the qualified name: [source,shell] .... unload set kernel="mykernel" boot-conf .... To load an automated kernel configuration script: [source,shell] .... load -t userconfig_script /boot/kernel.conf .... [[boot-init]] === Last Stage Once the kernel is loaded by either loader or by boot2, which bypasses loader, it examines any boot flags and adjusts its behavior as necessary. -crossref:boot[boot-kernel,.Kernel Interaction During Boot] lists the commonly used boot flags. +crossref:boot[boot-kernel,Kernel Interaction During Boot] lists the commonly used boot flags. Refer to man:boot[8] for more information on the other boot flags. [[boot-kernel]] .Kernel Interaction During Boot [cols="1,1", frame="none", options="header"] |=== | Option | Description |`-a` |During kernel initialization, ask for the device to mount as the root file system. |`-C` |Boot the root file system from a CDROM. |`-s` |Boot into single-user mode. |`-v` |Be more verbose during kernel startup. |=== Once the kernel has finished booting, it passes control to the user process man:init[8], which is located at [.filename]#/sbin/init#, or the program path specified in the `init_path` variable in `loader`. This is the last stage of the boot process. The boot sequence makes sure that the file systems available on the system are consistent. If a UFS file system is not, and `fsck` cannot fix the inconsistencies, init drops the system into single-user mode so that the system administrator can resolve the problem directly. Otherwise, the system boots into multi-user mode. [[boot-singleuser]] ==== Single-User Mode A user can specify this mode by booting with `-s` or by setting the `boot_single` variable in loader. It can also be reached by running `shutdown now` from multi-user mode. Single-user mode begins with this message: [.programlisting] .... Enter full pathname of shell or RETURN for /bin/sh: .... If the user presses kbd:[Enter], the system will enter the default Bourne shell. To specify a different shell, input the full path to the shell. Single-user mode is usually used to repair a system that will not boot due to an inconsistent file system or an error in a boot configuration file. It can also be used to reset the `root` password when it is unknown. These actions are possible as the single-user mode prompt gives full, local access to the system and its configuration files. There is no networking in this mode. While single-user mode is useful for repairing a system, it poses a security risk unless the system is in a physically secure location. By default, any user who can gain physical access to a system will have full control of that system after booting into single-user mode. If the system `console` is changed to `insecure` in [.filename]#/etc/ttys#, the system will first prompt for the `root` password before initiating single-user mode. This adds a measure of security while removing the ability to reset the `root` password when it is unknown. [[boot-insecure-console]] .Configuring an Insecure Console in [.filename]#/etc/ttys# [example] ==== [.programlisting] .... # 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 insecure .... ==== An `insecure` console means that physical security to the console is considered to be insecure, so only someone who knows the `root` password may use single-user mode. [[boot-multiuser]] ==== Multi-User Mode If init finds the file systems to be in order, or once the user has finished their commands in single-user mode and has typed `exit` to leave single-user mode, the system enters multi-user mode, in which it starts the resource configuration of the system. The resource configuration system reads in configuration defaults from [.filename]#/etc/defaults/rc.conf# and system-specific details from [.filename]#/etc/rc.conf#. It then proceeds to mount the system file systems listed in [.filename]#/etc/fstab#. It starts up networking services, miscellaneous system daemons, then the startup scripts of locally installed packages. To learn more about the resource configuration system, refer to man:rc[8] and examine the scripts located in [.filename]#/etc/rc.d#. [[device-hints]] == Device Hints During initial system startup, the boot man:loader[8] reads man:device.hints[5]. This file stores kernel boot information known as variables, sometimes referred to as "device hints". These "device hints" are used by device drivers for device configuration. Device hints may also be specified at the Stage 3 boot loader prompt, as demonstrated in crossref:boot[boot-loader, Stage Three]. Variables can be added using `set`, removed with `unset`, and viewed `show`. Variables set in [.filename]#/boot/device.hints# can also be overridden. Device hints entered at the boot loader are not permanent and will not be applied on the next reboot. Once the system is booted, man:kenv[1] can be used to dump all of the variables. The syntax for [.filename]#/boot/device.hints# is one variable per line, using the hash "#" as comment markers. Lines are constructed as follows: [source,shell] .... hint.driver.unit.keyword="value" .... The syntax for the Stage 3 boot loader is: [source,shell] .... set hint.driver.unit.keyword=value .... where `driver` is the device driver name, `unit` is the device driver unit number, and `keyword` is the hint keyword. The keyword may consist of the following options: * `at`: specifies the bus which the device is attached to. * `port`: specifies the start address of the I/O to be used. * `irq`: specifies the interrupt request number to be used. * `drq`: specifies the DMA channel number. * `maddr`: specifies the physical memory address occupied by the device. * `flags`: sets various flag bits for the device. * `disabled`: if set to `1` the device is disabled. Since device drivers may accept or require more hints not listed here, viewing a driver's manual page is recommended. For more information, refer to man:device.hints[5], man:kenv[1], man:loader.conf[5], and man:loader[8]. [[boot-shutdown]] == Shutdown Sequence Upon controlled shutdown using man:shutdown[8], man:init[8] will attempt to run the script [.filename]#/etc/rc.shutdown#, and then proceed to send all processes the `TERM` signal, and subsequently the `KILL` signal to any that do not terminate in a timely manner. To power down a FreeBSD machine on architectures and systems that support power management, use `shutdown -p now` to turn the power off immediately. To reboot a FreeBSD system, use `shutdown -r now`. One must be `root` or a member of `operator` in order to run man:shutdown[8]. One can also use man:halt[8] and man:reboot[8]. Refer to their manual pages and to man:shutdown[8] for more information. Modify group membership by referring to crossref:basics[users-synopsis,“Users and Basic Account Management”]. [NOTE] ==== Power management requires man:acpi[4] to be loaded as a module or statically compiled into a custom kernel. ==== diff --git a/documentation/content/en/books/handbook/bsdinstall/_index.adoc b/documentation/content/en/books/handbook/bsdinstall/_index.adoc index f16c82569c..9745d4001d 100644 --- a/documentation/content/en/books/handbook/bsdinstall/_index.adoc +++ b/documentation/content/en/books/handbook/bsdinstall/_index.adoc @@ -1,1271 +1,1271 @@ --- title: Chapter 2. Installing FreeBSD part: Part I. Getting Started prev: books/handbook/introduction next: books/handbook/basics description: Guide about how to install FreeBSD, the minimum hardware requirements and supported architectures, how to create the installation media, etc tags: ["bsdinstall", "installing FreeBSD", "requirements", "tutorial", "guide"] showBookMenu: true weight: 4 path: "/books/handbook/bsdinstall/" --- [[bsdinstall]] = Installing FreeBSD :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 2 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/bsdinstall/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[bsdinstall-synopsis]] == Synopsis FreeBSD supports different architectures including amd64, ARM(R), RISC-V(R), and PowerPC(R). Depending on the architecture and platform, different images can be link:https://www.freebsd.org/where/[downloaded] to install or directly run FreeBSD. The image types are: * Virtual Machine disk images, such as `qcow2`, `vmdk`, `vhd`, and raw device images. These are not installation images, but images that have FreeBSD preinstalled and ready for post-installation tasks. Virtual machine images are also commonly used in cloud environments. * SD card images, for embedded systems such as Raspberry Pi. These files must be uncompressed and written as a raw image to an SD card, from which the board will boot. * Installation images to boot from an ISO or USB device to install FreeBSD on a drive for the usual desktop, laptop, or server system. The rest of this chapter describes the third case, explaining how to install FreeBSD using the text-based installation program named bsdinstall. There may be minor differences between the installer and what is shown here, so use this chapter as a general guide rather than as a set of literal instructions. After reading this chapter, you will know: * How to obtain FreeBSD images and create FreeBSD installation media. * How to start bsdinstall. * The questions bsdinstall will ask, what they mean, and how to answer them. * How to troubleshoot a failed installation. * How to access a live version of FreeBSD before committing to an installation. [[bsdinstall-hardware]] == Minimum Hardware Requirements The hardware requirements to install FreeBSD vary by architecture and version. Hardware architectures and devices supported by a FreeBSD release are listed on the link:https://www.FreeBSD.org/releases/[FreeBSD Release Information] page. The link:https://www.FreeBSD.org/where/[FreeBSD download page] also has recommendations for choosing the correct image for different architectures. [[bsdinstall-pre]] == Pre-Installation Tasks Once it has been determined that the system meets the minimum hardware requirements for installing FreeBSD, the installation file should be downloaded and the installation media prepared. [TIP] ==== Consider using crossref:virtualization[virtualization,virtualization] if you want to use FreeBSD on a system that already has another operating system installed. ==== Before moving on to the installation, check that the system is ready by verifying the items in this checklist: [.procedure] ==== . *Back Up Important Data* + Before installing any operating system, *always* backup all important data first. Do not store the backup on the system being installed. Instead, save the data to a removable disk such as a USB drive, another system on the network, or an online backup service. Test the backup before starting the installation to make sure it contains all of the needed files. Once the installer formats the system's disk, all data stored on that disk will be lost. . *Decide Where to Install FreeBSD* + If FreeBSD will be the only operating system installed, this step can be skipped. But if FreeBSD will share the disk with another operating system, decide which disk or partition will be used for FreeBSD. + In the i386 and amd64 architectures, disks can be divided into multiple partitions using one of two partitioning schemes. A traditional _Master Boot Record_ (MBR) holds a partition table defining up to four _primary partitions_. For historical reasons, FreeBSD calls these primary partition _slices_. One of these primary partitions can be made into an _extended partition_ containing multiple _logical partitions_. The _GUID Partition Table_ (GPT) is a newer and simpler method of partitioning a disk. Common GPT implementations allow up to 128 partitions per disk, eliminating the need for logical partitions. + The FreeBSD boot loader requires either a primary or GPT partition. If all of the primary or GPT partitions are already in use, one must be freed for FreeBSD. To create a partition without deleting existing data, use a partition resizing tool to shrink an existing partition and create a new partition using the freed space. + An alternative to modifying the system's existing disk partitions is to use crossref:virtualization[virtualization,virtualization], which allows multiple operating systems to run at the same time without having to alter partitions. + A variety of free and commercial partition resizing tools are listed at link:https://en.wikipedia.org/wiki/List_of_disk_partitioning_software[List of disk partitioning software wikipedia entry]. link:https://gparted.org/livecd.php[GParted Live] is a free live CD which includes the GParted partition editor. + [WARNING] ====== When used properly, disk shrinking utilities can safely create space for creating a new partition. Since the possibility of selecting the wrong partition exists, always backup any important data and verify the integrity of the backup before modifying disk partitions. ====== + Disk partitions containing different operating systems make it possible to install multiple operating systems on one computer. . *Collect Network Information* + Some FreeBSD installation methods require a network connection in order to download the installation files. After any installation, the installer will offer to setup the system's network interfaces. + If the network has a DHCP server, it can be used to provide automatic network configuration. If DHCP is not available, the following network information for the system must be obtained from the local network administrator or Internet service provider: + [[bsdinstall-collect-network-information]] Required Network Information .. IP address .. Subnet mask .. IP address of default gateway .. Domain name of the network .. IP addresses of the network's DNS servers . *Check for FreeBSD Errata* + Although the FreeBSD Project strives to ensure that each release of FreeBSD is as stable as possible, bugs 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 page of each version. Check the errata before installing to make sure that there are no problems that might affect the installation. + Information and errata for all the releases can be found on the link:https://www.FreeBSD.org/releases/[FreeBSD Release Information] page. ==== [[bsdinstall-installation-media]] === Prepare the Installation Media The FreeBSD installer is not an application that can be run from within another operating system. Instead, download a FreeBSD installation file, burn it to the media associated with its file type and size (CD, DVD, or USB), and boot the system to install from the inserted media. FreeBSD installation files are available at the link:https://www.FreeBSD.org/where/[FreeBSD download page]. Each installation file's name includes the release version of FreeBSD, the architecture, and the type of file. Installation files are available in several formats, compressed with man:xz[1] or uncompressed. The formats vary depending on computer architecture and media type. Installation file types: * `*-bootonly.iso*`: This is the smallest installation file as it only contains the installer. A working Internet connection is required during installation as the installer will download the files it needs to complete the FreeBSD installation. This file should be burned to optical media. * `*-disc1.iso*`: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. This file should be burned to optical media. * `*-dvd1.iso*`: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. It also contains a set of popular binary packages for installing a window manager and some applications so that a complete system can be installed from media without requiring a connection to the Internet. This file should be burned to optical media. * `*-memstick.img*`: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. Write this file to a USB stick as shown in crossref:bsdinstall[bsdinstall-usb, Writing an Image File to USB]. * `*-mini-memstick.img*`: Like `*-bootonly.iso*`, does not include installation files, but downloads them as needed. A working internet connection is required during installation. It should be written to a USB stick as shown in crossref:bsdinstall[bsdinstall-usb, Writing an Image File to USB]. After downloading the image file, download at least one _checksum_ file from the same directory. There are two _checksum_ files available, named after the release number and the architecture name. For example: `CHECKSUM.SHA256-FreeBSD-13.1-RELEASE-amd64` and `CHECKSUM.SHA512-FreeBSD-13.1-RELEASE-amd64`. After downloading one of the files (or both), calculate the _checksum_ for the image file and compare it with the one shown in the _checksum_ file. Note that you need to compare the calculated _checksum_ against the correct file, as they correspond to two different algorithms: SHA256 and SHA512. FreeBSD provides man:sha256[1] and man:sha512[1] that can be used for calculating the _checksum_. Other operating systems have similar programs. Verifying the _checksum_ in FreeBSD can be done automatically using man:sha256sum[1] (and man:sha512sum[1]) by executing: [source,shell] .... % sha256sum -c CHECKSUM.SHA256-FreeBSD-13.1-RELEASE-amd64 FreeBSD-13.1-RELEASE-amd64-dvd1.iso FreeBSD-13.1-RELEASE-amd64-dvd1.iso: OK .... The checksums must match exactly. If the checksums do not match, the image file is corrupt and must be downloaded again. [[bsdinstall-usb]] ==== Writing an Image File to USB The `\*memstick.img` file is an _image_ of the complete contents of a memory stick. It _cannot_ be copied to the target device as a file. Several applications are available for writing the `*.img` to a USB stick. This section describes two of these utilities. [IMPORTANT] ==== Before proceeding, back up any important data on the USB stick. This procedure will erase the existing data on the stick. ==== [[bsdinstall-usb-dd]] [.procedure] ==== *Procedure. Using `dd` to write the image* + [WARNING] ====== This example uses `/dev/da0` as the target device where the image will be written. Be *very careful* that the correct device is used as this command will destroy the existing data on the specified target device. ====== . The command-line utility is available on BSD, Linux(R), and Mac OS(R) systems. To burn the image using `dd`, insert the USB stick and determine its device name. Then, specify the name of the downloaded installation file and the device name for the USB stick. This example burns the amd64 installation image to the first USB device on an existing FreeBSD system. + [source,shell] .... # dd if=FreeBSD-13.1-RELEASE-amd64-memstick.img of=/dev/da0 bs=1M conv=sync .... + If this command fails, verify that the USB stick is not mounted and that the device name is for the disk, not a partition. + Some operating systems might require this command to be run with man:sudo[8]. The man:dd[1] syntax varies slightly across different platforms; for example, Mac OS(R) requires a lower-case `bs=1m`. Systems like Linux(R) might buffer writes. To force all writes to complete, use man:sync[8]. ==== [.procedure] ==== *Procedure. Using Windows(R) to Write the Image* + [WARNING] ====== Be sure to give the correct drive letter as the existing data on the specified drive will be overwritten and destroyed. ====== . *Obtaining Image Writer for Windows(R)* + Image Writer for Windows(R) is a free application that can correctly write an image file to a memory stick. Download it from https://sourceforge.net/projects/win32diskimager/[win32diskimager home page] and extract it into a folder. . *Writing the Image with Image Writer* + Double-click the Win32DiskImager icon to start the program. Verify that the drive letter shown under `Device` is the drive with the memory stick. Click the folder icon and select the image to be written to the memory stick. Click btn:[Save] to accept the image file name. Verify that everything is correct, and that no folders on the memory stick are open in other windows. When everything is ready, click btn:[Write] to write the image file to the memory stick. ==== [[bsdinstall-start]] == Starting the Installation [IMPORTANT] ==== By default, the installation will not make any changes to the disk(s) before the following message: [.programlisting] .... Your changes will now be written to disk. If you have chosen to overwrite existing data, it will be PERMANENTLY ERASED. Are you sure you want to commit your changes? .... The install can be exited at any time prior to this warning. If there is a concern that something is incorrectly configured, just turn the computer off before this point and no changes will be made to the system's disks. ==== This section describes how to boot the system from the installation media which was prepared using the instructions in crossref:bsdinstall[bsdinstall-installation-media, Prepare the Installation Media]. When using a bootable USB stick, plug in the USB stick before turning on the computer. When booting from CD or DVD, turn on the computer and insert the media at the first opportunity. How to configure the system to boot from the inserted media depends upon the architecture. [[bsdinstall-view-probe]] === FreeBSD Boot Loader Menu Once the system boots from the installation media, a menu similar to the following will be displayed: [[bsdinstall-newboot-loader-menu]] .FreeBSD Boot Loader Menu image::bsdinstall-newboot-loader-menu.png[FreeBSD boot loader menu] By default, the menu will wait ten seconds for user input before booting into the FreeBSD installer or, if FreeBSD is already installed, before booting into FreeBSD. To pause the boot timer in order to review the selections, press kbd:[Space]. To select an option, press its highlighted number, character, or key. The following options are available. * `Boot Multi User`: This will continue the FreeBSD boot process. If the boot timer has been paused, press kbd:[1], upper- or lower-case kbd:[B], or kbd:[Enter]. * `Boot Single User`: This mode can be used to fix an existing FreeBSD installation as described in crossref:boot[boot-singleuser,“Single-User Mode”]. Press kbd:[2] or the upper- or lower-case kbd:[S] to enter this mode. * `Escape to loader prompt`: This will boot the system into a repair prompt that contains a limited number of low-level commands. This prompt is described in crossref:boot[boot-loader,“Stage Three”]. Press kbd:[3] or kbd:[Esc] to boot into this prompt. * `Reboot`: Reboots the system. * `Cons`: Allow to continue the installation by `video`, `serial`, `Dual (serial primary)` or `Dual (Video primary)` * `Kernel`: Loads a different kernel. * `Boot Options`: Opens the menu shown in, and described under, - crossref:bsdinstall[bsdinstall-boot-options-menu,.FreeBSD Boot Options Menu]. + crossref:bsdinstall[bsdinstall-boot-options-menu,FreeBSD Boot Options Menu]. [[bsdinstall-boot-options-menu]] .FreeBSD Boot Options Menu image::bsdinstall-boot-options-menu.png[Menu showing the different boot options supported] The boot options menu is divided into two sections. The first section can be used to either return to the main boot menu or to reset any toggled options back to their defaults. The next section is used to toggle the available options to `On` or `Off` by pressing the option's highlighted number or character. The system will always boot using the settings for these options until they are modified. Several options can be toggled using this menu: * `ACPI Support`: If the system hangs during boot, try toggling this option to `Off`. This option is only present when ACPI support is available but not required. * `Safe Mode`: If the system still hangs during boot even with `ACPI Support` set to `Off`, try setting this option to `On`. * `Single User`: Toggle this option to `On` to fix an existing FreeBSD installation as described in crossref:boot[boot-singleuser,“Single-User Mode”]. Once the problem is fixed, set it back to `Off`. * `Verbose`: Toggle this option to `On` to see more detailed messages during the boot process. This can be useful when troubleshooting a piece of hardware. After making the needed selections, press kbd:[1] or kbd:[Backspace] to return to the main boot menu, then press kbd:[Enter] to continue booting into FreeBSD. A series of boot messages will appear as FreeBSD carries out its hardware device probes and loads the installation program. Once the boot is complete, the welcome menu shown in -crossref:bsdinstall[bsdinstall-choose-mode,.Welcome Menu] will be displayed. +crossref:bsdinstall[bsdinstall-choose-mode,Welcome Menu] will be displayed. [[bsdinstall-choose-mode]] .Welcome Menu image::bsdinstall-choose-mode.png[FreeBSD installation welcome menu] Press kbd:[Enter] to select the default of btn:[Install] to enter the installer. The rest of this chapter describes how to use this installer. Otherwise, use the right or left arrows or the colorized letter to select the desired menu item. The btn:[Shell] can be used to access a FreeBSD shell in order to use command line utilities to prepare the disks before installation. The btn:[Live CD] option can be used to try out FreeBSD before installing it. The live version is described in crossref:bsdinstall[using-live-cd, Using the Live CD]. [TIP] ==== To review the boot messages, including the hardware device probe, press the upper- or lower-case kbd:[S] and then kbd:[Enter] to access a shell. At the shell prompt, type `more /var/run/dmesg.boot` and use the space bar to scroll through the messages. When finished, type `exit` to return to the welcome menu. ==== [[using-bsdinstall]] == Using bsdinstall This section shows the order of the bsdinstall menus and the type of information that will be asked before the system is installed. Use the arrow keys to highlight a menu option, then kbd:[Space] to select or deselect that menu item. When finished, press kbd:[Enter] to save the selection and move onto the next screen. [[bsdinstall-keymap]] === Selecting the Keymap Menu Before starting the process, bsdinstall will load the keymap files as shown in -crossref:bsdinstall[bsdinstall-keymap-loading,.Keymap Loading]. +crossref:bsdinstall[bsdinstall-keymap-loading,Keymap Loading]. [[bsdinstall-keymap-loading]] .Keymap Loading image::bsdinstall-keymap-loading.png[Keymap loading] After the keymaps have been loaded, bsdinstall displays the menu shown in -crossref:bsdinstall[bsdinstall-keymap-10,.Keymap Selection Menu]. +crossref:bsdinstall[bsdinstall-keymap-10,Keymap Selection Menu]. Use the up and down arrows to select the keymap that most closely represents the mapping of the keyboard attached to the system. Press kbd:[Enter] to save the selection. [[bsdinstall-keymap-10]] .Keymap Selection Menu image::bsdinstall-keymap-10.png[Keymap selection menu showing all supported keyboards] [NOTE] ==== Pressing kbd:[Esc] will exit this menu and use the default keymap. If the choice of keymap is not clear, [.guimenuitem]#United States of America ISO-8859-1# is also a safe option. ==== In addition, when selecting a different keymap, the user can try the keymap and ensure it is correct before proceeding, as shown in -crossref:bsdinstall[bsdinstall-keymap-testing,.Keymap Testing Menu]. +crossref:bsdinstall[bsdinstall-keymap-testing,Keymap Testing Menu]. [[bsdinstall-keymap-testing]] .Keymap Testing Menu image::bsdinstall-keymap-testing.png[Keymap testing menu] [[bsdinstall-hostname]] === Setting the Hostname The next bsdinstall menu is used to set the hostname for the newly installed system. [[bsdinstall-config-hostname]] .Setting the Hostname image::bsdinstall-config-hostname.png[Setting the hostname] Type in a hostname that is unique for the network. It should be a fully-qualified hostname, such as `machine3.example.com`. [[bsdinstall-components]] === Selecting Components to Install Next, bsdinstall will prompt to select optional components to install. [[bsdinstall-config-components]] .Selecting Components to Install image::bsdinstall-config-components.png[Different components that can be installed. Example: base-dbg, lib32, ports, etc.] Deciding which components to install will depend largely on the intended use of the system and the amount of disk space available. The FreeBSD kernel and userland, collectively known as the _base system_, are always installed. Depending on the architecture, some of these components may not appear: * `base-dbg` - Base tools like cat and ls, among many others, with debug symbols activated. * `kernel-dbg` - Kernel and modules with debug symbols activated. * `lib32-dbg` - Compatibility libraries for running 32-bit applications on a 64-bit version of FreeBSD with debug symbols activated. * `lib32` - Compatibility libraries for running 32-bit applications on a 64-bit version of FreeBSD. * `ports` - The FreeBSD Ports Collection is a collection of files which automates the downloading, compiling and installation of third-party software packages. crossref:ports[ports,Installing Applications: Packages and Ports] discusses how to use the Ports Collection. + [WARNING] ==== The installation program does not check for adequate disk space. Select this option only if sufficient hard disk space is available. The FreeBSD Ports Collection takes up about {ports-size} of disk space. ==== * `src` - The complete FreeBSD source code for both the kernel and the userland. Although not required for the majority of applications, it may be required to build device drivers, kernel modules, or some applications from the Ports Collection. It is also used for developing FreeBSD itself. The full source tree requires 1 GB of disk space and recompiling the entire FreeBSD system requires an additional 5 GB of space. * `tests` - FreeBSD Test Suite. [[bsdinstall-netinstall]] === Installing from the Network -The menu shown in crossref:bsdinstall[bsdinstall-netinstall-notify,.Installing from the Network] only appears when installing from a `-bootonly.iso` or `-mini-memstick.img`, as this installation media does not hold copies of the installation files. +The menu shown in crossref:bsdinstall[bsdinstall-netinstall-notify,Installing from the Network] only appears when installing from a `-bootonly.iso` or `-mini-memstick.img`, as this installation media does not hold copies of the installation files. Since the installation files must be retrieved over a network connection, this menu indicates that the network interface must be configured first. If this menu is shown in any step of the process, remember to follow the instructions in crossref:bsdinstall[bsdinstall-config-network-dev, Configuring Network Interfaces]. [[bsdinstall-netinstall-notify]] .Installing from the Network image::bsdinstall-netinstall-files.png[Indicates that certain components have not been found and will be downloaded using the network.] [[bsdinstall-partitioning]] == Allocating Disk Space The next menu is used to determine the method for allocating disk space. [[bsdinstall-zfs-partmenu]] .Partitioning Choices image::bsdinstall-zfs-partmenu.png[Shows the different partition options. Example: Manual, Shell, etc.] bsdinstall gives the user four methods for allocating disk space: * `Auto (ZFS)` partitioning creates a root-on-ZFS system with optional GELI encryption support for _boot environments_. * `Auto (UFS)` partitioning automatically sets up the disk partitions using the `UFS` file system. * `Manual` partitioning allows advanced users to create customized partitions from menu options. * `Shell` opens a shell prompt where advanced users can create customized partitions using command-line utilities like man:gpart[8], man:fdisk[8], and man:bsdlabel[8]. This section describes what to consider when laying out the disk partitions. It then demonstrates how to use the different partitioning methods. [[configtuning-initial]] === Designing the Partition Layout The default partition layout for file systems includes one file system for the entire system. When using `UFS` it may be worth considering the use of multiple file systems if you have sufficient disk space or multiple disks. When laying out file systems, 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 parts of the disk. It is a good idea to create partitions in an order similar to: `/`, swap, `/var`, and `/usr`. The size of the `/var` partition reflects the intended machine's usage. This partition is used to hold mailboxes, log files, and printer spools. Mailboxes and log files can grow to unexpected sizes depending on the number of users and how long log files are kept. On average, most users rarely need more than about a gigabyte of free disk space in `/var`. [NOTE] ==== Sometimes, a lot of disk space is required in `/var/tmp`. When new software is installed, the packaging tools extract a temporary copy of the packages under `/var/tmp`. Large software packages, like Firefox or LibreOffice may be tricky to install if there is not enough disk space under `/var/tmp`. ==== The `/usr` partition holds many of the files which support the system, including the FreeBSD Ports Collection and system source code. At least 2 gigabytes of space is recommended for this partition. Also, note that home directories for users are placed in `/usr/home` by default, but can be placed on another partition. By default, `/home` is a symbolic link to `/usr/home`. 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. As a rule of thumb, the swap partition should be about double the size of physical memory (RAM). Systems with minimal RAM (less for larger-memory configurations) may perform better with more swap. 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 recommended that swap be 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 may elicit a kernel warning message about the total configured swap. The limit is raised by increasing the amount of memory allowed for keeping track of swap allocations, as instructed by the warning message. It might be easier to recover from a runaway program before being forced to reboot. 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. 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. [[bsdinstall-part-guided]] === Guided Partitioning Using UFS When this method is selected, a menu will display the available disk(s). If multiple disks are connected, choose the one where FreeBSD is to be installed. [[bsdinstall-part-guided-disk]] .Selecting from Multiple Disks image::bsdinstall-part-guided-disk.png[Shows the list of disks on which FreeBSD can be installed] Once the disk is selected, the next menu prompts to install to either the entire disk or to create a partition using free space. If btn:[Entire Disk] is chosen, a general partition layout filling the whole disk is automatically created. Selecting btn:[Partition] creates a partition layout from the unused space on the disk. [[bsdinstall-part-entire-part]] .Selecting Entire Disk or Partition image::bsdinstall-part-entire-part.png[Menu asking the user if he wants to use all the available space on the disk or wants to make a partition] After the btn:[Entire Disk] option is chosen, bsdinstall displays a dialog indicating that the disk will be erased. [[bsdinstall-ufs-warning]] .Confirmation image::bsdinstall-ufs-warning.png[Menu indicating the user that all data on the disk will be deleted and asking for confirmation] The next menu shows a list with the available partition scheme types. GPT is usually the most appropriate choice for amd64 computers. Older computers that are not compatible with GPT should use MBR. The other partition schemes are generally used for uncommon or older computers. -More information is available in crossref:bsdinstall[partition-schemes,.Partitioning Schemes]. +More information is available in crossref:bsdinstall[partition-schemes,Partitioning Schemes]. [[bsdinstall-ufs-scheme]] .Select Partition Scheme image::bsdinstall-part-manual-partscheme.png[Menu showing the user the different the different types of partition that exist and requesting one of them] After the partition layout has been created, review it to ensure it meets the needs of the installation. Selecting btn:[Revert] will reset the partitions to their original values. Pressing btn:[Auto] will recreate the automatic FreeBSD partitions. Partitions can also be manually created, modified, or deleted. When the partitioning is correct, select btn:[Finish] to continue with the installation. [[bsdinstall-part-review]] .Review Created Partitions image::bsdinstall-part-review.png[Menu showing created partitions] Once the disks are configured, the next menu provides the last chance to make changes before the selected drives are formatted. If changes need to be made, select btn:[Back] to return to the main partitioning menu. btn:[Revert & Exit] exits the installer without making any changes to the drive. Otherwise, select btn:[Commit] to start the installation process. [[bsdinstall-ufs-final-confirmation]] .Final Confirmation image::bsdinstall-final-confirmation.png[Menu indicating to the user that all changes will be written to disk and informing that if he decides to continue the existing data will be permanently deleted.] To continue with the installation process, go to crossref:bsdinstall[bsdinstall-fetching-distribution, Fetching Distribution Files]. [[bsdinstall-part-manual]] === Manual Partitioning Selecting this method opens the partition editor: [[bsdinstall-part-manual-create]] .Manually Create Partitions image::bsdinstall-part-manual-create.png[Menu showing the Partition Editor.] Highlight the installation drive (`ada0` in this example) and select btn:[Create] to display a menu of available partition schemes: [[bsdinstall-part-manual-partscheme]] .Manually Create Partitions image::bsdinstall-part-manual-partscheme.png[Menu showing the different kind of partition schemes] GPT is usually the most appropriate choice for amd64 computers. Older computers that are not compatible with GPT should use MBR. The other partition schemes are generally used for uncommon or older computers. [[partition-schemes]] .Partitioning Schemes [cols="25h,~", frame="none", options="header"] |=== <| Abbreviation <| Description |APM |Apple Partition Map, used by PowerPC(R). |BSD |BSD label without an MBR, sometimes called _dangerously dedicated mode_ as non-BSD disk utilities may not recognize it. |GPT |link:https://en.wikipedia.org/wiki/GUID_Partition_Table[GUID Partition Table]. |MBR |link:https://en.wikipedia.org/wiki/Master_boot_record[Master Boot Record]. |=== After the partitioning scheme has been selected and created, select btn:[Create] again to create the partitions. The kbd:[Tab] key is used to give focus to the fields (after cycling through btn:[], btn:[], and btn:[]). [[bsdinstall-part-manual-addpart]] .Manually Create Partitions image::bsdinstall-part-manual-addpart.png[Menu requesting type, size, mountpoint and label for the new partition.] A standard FreeBSD GPT installation uses at least three partitions, including either UFS or ZFS: * `freebsd-boot` or `efi` - Holds the FreeBSD boot code. * `freebsd-ufs` - A FreeBSD UFS file system. * `freebsd-zfs` - A FreeBSD ZFS file system. More information about ZFS is available in crossref:zfs[zfs,The Z File System (ZFS)]. * `freebsd-swap` - FreeBSD swap space. Refer to man:gpart[8] for descriptions of the available GPT partition types. Multiple file system partitions can be created. Some people prefer a traditional layout with separate partitions for `/`, `/var`, `/tmp`, and `/usr`. [TIP] ==== Note that `/tmp` can be added later as a memory-based file system (man:tmpfs[5]) on systems with sufficient memory. ==== -See crossref:bsdinstall[bsdinstall-part-manual-splitfs,.Creating Traditional Split File System Partitions] for an example. +See crossref:bsdinstall[bsdinstall-part-manual-splitfs,Creating Traditional Split File System Partitions] for an example. The `Size` may be entered with common abbreviations: _K_ for kilobytes, _M_ for megabytes, or _G_ for gigabytes. [TIP] ==== Proper sector alignment provides the best performance, and making partition sizes even multiples of 4K bytes helps to ensure alignment on drives with either 512-byte or 4K-byte sectors. Generally, using partition sizes that are even multiples of 1M or 1G is the easiest way to make sure every partition starts at an even multiple of 4K. There is one exception: the _freebsd-boot_ partition should be no larger than 512K due to current boot code limitations. ==== A `Mountpoint` is needed if the partition will contain a file system. If only a single UFS partition will be created, the mountpoint should be `/`. The `Label` is a name by which the partition will be known. Drive names or numbers can change if the drive is connected to a different controller or port, but the partition label does not change. Referring to labels instead of drive names and partition numbers in files like `/etc/fstab` makes the system more tolerant to hardware changes. GPT labels appear in `/dev/gpt/` when a disk is attached. Other partitioning schemes have different label capabilities and their labels appear in different directories in `/dev/`. [TIP] ==== Use a unique label on every partition to avoid conflicts from identical labels. A few letters from the computer's name, use, or location can be added to the label. For instance, use `labroot` or `rootfslab` for the UFS root partition on the computer named `lab`. ==== [[bsdinstall-part-manual-splitfs]] .Creating Traditional Split File System Partitions [example] ==== For a traditional partition layout where the `/`, `/var`, `/tmp`, and `/usr` directories are separate file systems on their own partitions, create a GPT partitioning scheme, then create the partitions as shown. Partition sizes shown are typical for a 20G target disk. If more space is available on the target disk, larger swap or `/var` partitions may be useful. Labels shown here are prefixed with `ex` for "example", but readers should use other unique label values as described above. By default, FreeBSD's `gptboot` expects the first UFS partition to be the `/` partition. [.informaltable] [cols="1,1,1,1", frame="none", options="header"] |=== | Partition Type | Size | Mountpoint | Label |`freebsd-boot` |`512K` | | |`freebsd-ufs` |`2G` |`/` |`exrootfs` |`freebsd-swap` |`4G` | |`exswap` |`freebsd-ufs` |`2G` |`/var` |`exvarfs` |`freebsd-ufs` |`1G` |`/tmp` |`extmpfs` |`freebsd-ufs` |accept the default (remainder of the disk) |`/usr` |`exusrfs` |=== ==== After the custom partitions have been created, select btn:[Finish] to continue with the installation and go to crossref:bsdinstall[bsdinstall-fetching-distribution, Fetching Distribution Files]. [[bsdinstall-part-zfs]] === Guided Partitioning Using Root-on-ZFS This partitioning mode only works with whole disks and will erase the contents of the entire disk. The main ZFS configuration menu offers a number of options to control the creation of the pool. [[bsdinstall-zfs-menu]] .ZFS Partitioning Menu image::bsdinstall-zfs-menu.png[Menu showing the different options to configure the ZFS pool] Here is a summary of the options in this menu: * `Install` - Proceed with the installation with the selected options. * `Pool Type/Disks` - Configure the `Pool Type` and the disk(s) that will constitute the pool. The automatic ZFS installer currently only supports the creation of a single top level vdev, except in stripe mode. To create more complex pools, use the instructions in crossref:bsdinstall[bsdinstall-part-shell, Shell Mode Partitioning] to create the pool. * `Rescan Devices` - Repopulate the list of available disks. * `Disk Info` - This menu can be used to inspect each disk, including its partition table and various other information such as the device model number and serial number, if available. * `Pool Name` - Establish the name of the pool. The default name is _zroot_. * `Force 4K Sectors?` - Force the use of 4K sectors. By default, the installer will automatically create partitions aligned to 4K boundaries and force ZFS to use 4K sectors. This is safe even with 512 byte sector disks, and has the added benefit of ensuring that pools created on 512 byte disks will be able to have 4K sector disks added in the future, either as additional storage space or as replacements for failed disks. Press the kbd:[Enter] key to chose to activate it or not. * `Encrypt Disks?` - Encrypting the disks allows the user to encrypt the disks using GELI. More information about disk encryption is available in crossref:disks[disks-encrypting-geli,“Disk Encryption with geli”]. Press the kbd:[Enter] key to choose whether to activate it or not. * `Partition Scheme` - Choose the partition scheme. GPT is the recommended option in most cases. Press the kbd:[Enter] key to chose between the different options. * `Swap Size` - Establish the amount of swap space. * `Mirror Swap?` - Whether to mirror the swap between the disks. Be aware that enabling mirror swap will break crash dumps. Press the kbd:[Enter] key to activate it or not. * `Encrypt Swap?` - Whether to encrypt the swap. This will encrypt the swap with a temporary key each time the system boots, and discards it on reboot. Press the kbd:[Enter] key to choose to activate it or not. More information about swap encryption in crossref:disks[swap-encrypting,“Encrypting Swap”]. Select kbd:[T] to configure the `Pool Type` and the disk(s) that will constitute the pool. [[bsdinstall-zfs-vdev_type]] .ZFS Pool Type image::bsdinstall-zfs-vdev_type.png[Menu requesting the Virtual Device type. Ex: stripe, mirror, raidz1] Here is a summary of the `Pool Type` that can be selected in this menu: * `stripe` - Striping provides maximum storage of all connected devices, but no redundancy. If just one disk fails the data on the pool is lost irrevocably. * `mirror` - Mirroring stores a complete copy of all data on every disk. Mirroring provides good read performance because data is read from all disks in parallel. Write performance is slower as the data must be written to all disks in the pool. Allows all but one disk to fail. This option requires at least two disks. * `raid10` - Striped mirrors. Provides the best performance, but the least storage. This option needs at least an even number of disks and a minimum of four disks. * `raidz1` - Single Redundant RAID. Allow one disk to fail concurrently. This option needs at least three disks. * `raidz2` - Double Redundant RAID. Allows two disks to fail concurrently. This option needs at least four disks. * `raidz3` - Triple Redundant RAID. Allows three disks to fail concurrently. This option needs at least five disks. Once a `Pool Type` has been selected, a list of available disks is displayed, and the user is prompted to select one or more disks to make up the pool. The configuration is then validated to ensure that enough disks are selected. If validation fails, select btn:[] to return to the list of disks or btn:[] to change the `Pool Type`. [[bsdinstall-zfs-disk_select]] .Disk Selection image::bsdinstall-zfs-disk_select.png[Menu requesting how many disks will be added to the pool] [[bsdinstall-zfs-vdev_invalid]] .Invalid Selection image::bsdinstall-zfs-vdev_invalid.png[Menu indicating that not enough disks have been selected.] If one or more disks are missing from the list, or if disks were attached after the installer was started, select btn:[- Rescan Devices] to repopulate the list of available disks. [[bsdinstall-zfs-rescan-devices]] .Rescan Devices image::bsdinstall-zfs-rescan-devices.png[Device rescan] To avoid accidentally erasing the wrong disk, the btn:[- Disk Info] menu can be used to inspect each disk, including its partition table and various other information such as the device model number and serial number, if available. [[bsdinstall-zfs-disk_info]] .Analyzing a Disk image::bsdinstall-zfs-disk_info.png[Menu showing the information of the partitions.] Select kbd:[N] to configure the `Pool Name`. Enter the desired name, then select btn:[] to establish it or btn:[] to return to the main menu and leave the default name. [[bsdinstall-zfs-pool-name]] .Pool Name image::bsdinstall-zfs-pool-name.png[Menu requesting the name of the pool.] Select kbd:[S] to set the amount of swap. Enter the desired amount of swap, then select btn:[] to establish it or btn:[] to return to the main menu and let the default amount. [[bsdinstall-zfs-swap-amount]] .Swap Amount image::bsdinstall-zfs-swap-amount.png[Menu requesting the amount of swap memory] Once all options have been set to the desired values, select the btn:[>>> Install] option at the top of the menu. The installer then offers a last chance to cancel before the contents of the selected drives are destroyed to create the ZFS pool. [[bsdinstall-zfs-warning]] .Last Chance image::bsdinstall-zfs-warning.png[Menu indicating to the user that the data will be lost] If GELI disk encryption was enabled, the installer will prompt twice for the passphrase to be used to encrypt the disks. Initialization of the encryption then begins. [[bsdinstall-zfs-geli_password]] .Disk Encryption Password image::bsdinstall-zfs-geli_password.png[Menu requesting the password to encrypt the devices.] [[bsdinstall-zfs-init-encription]] .Initializing Encryption image::bsdinstall-zfs-init-encription.png[Menu showing that the encryption is initializing.] The installation then proceeds normally. To continue with the installation, go to crossref:bsdinstall[bsdinstall-fetching-distribution, Fetching Distribution Files]. [[bsdinstall-part-shell]] === Shell Mode Partitioning When creating advanced installations, the bsdinstall partitioning menus may not provide the level of flexibility required. Advanced users can select the btn:[Shell] option from the partitioning menu in order to manually partition the drives, create the file system(s), populate `/tmp/bsdinstall_etc/fstab`, and mount the file systems under `/mnt`. Once this is done, type `exit` to return to bsdinstall and continue the installation. [[bsdinstall-fetching-distribution]] == Fetching Distribution Files Installation time will vary depending on the distributions chosen, installation media, and speed of the computer. A series of messages will indicate the progress. First, the installer formats the selected disk(s) and initializes the partitions. Next, in the case of a `bootonly media` or `mini memstick`, it downloads the selected components: [[bsdinstall-distfile-fetching]] .Fetching Distribution Files image::bsdinstall-distfile-fetching.png[Menu showing the download of the different components.] Next, the integrity of the distribution files is verified to ensure they have not been corrupted during download or misread from the installation media: [[bsdinstall-distfile-verify]] .Verifying Distribution Files image::bsdinstall-distfile-verifying.png[Menu showing the verification of the different components.] Finally, the verified distribution files are extracted to the disk: [[bsdinstall-distfile-extract]] .Extracting Distribution Files image::bsdinstall-distfile-extracting.png[Menu showing the extraction of the different components.] Once all requested distribution files have been extracted, bsdinstall displays the first post-installation configuration screen. The available post-configuration options are described in the next section. [[bsdinstall-post]] == Network Interfaces, Accounts, Time Zone, Services and Hardening [[bsdinstall-post-root]] === Setting the `root` Password First, the `root` password must be set. While entering the password, the characters being typed are not displayed on the screen. The password must be entered twice to prevent typing errors. [[bsdinstall-post-set-root-passwd]] .Setting the `root` Password image::bsdinstall-post-root-passwd.png[Menu showing requesting the password for the root user.] [[bsdinstall-config-network-dev]] === Configuring Network Interfaces Next, a list of the network interfaces found on the computer is shown. Select the interface to configure. [[bsdinstall-configure-net-interface]] .Choose a Network Interface image::bsdinstall-configure-network-interface.png[Menu showing the different network interfaces to configure.] If an Ethernet interface is selected, the installer will skip ahead to the menu -shown in crossref:bsdinstall[bsdinstall-configure-net-ipv4,.Choose IPv4 Networking]. +shown in crossref:bsdinstall[bsdinstall-configure-net-ipv4,Choose IPv4 Networking]. If a wireless network interface is chosen, the system will instead scan for wireless access points: [[bsdinstall-wireless-scan]] .Scanning for Wireless Access Points image::bsdinstall-configure-wireless-scan.png[Menu showing wireless network scanning.] Wireless networks are identified by a Service Set Identifier (SSID); a short, unique name given to each network. SSIDs found during the scan are listed, followed by a description of the encryption types available for that network. If the desired SSID does not appear in the list, select btn:[Rescan] to scan again. If the desired network still does not appear, check for problems with antenna connections or try moving the computer closer to the access point. Rescan after each change is made. [[bsdinstall-wireless-accesspoints]] .Choosing a Wireless Network image::bsdinstall-configure-wireless-accesspoints.png[Menu showing the different wireless networks to connect to.] Next, enter the encryption information for connecting to the selected wireless network. WPA2 encryption is strongly recommended over older encryption types such as WEP, which offer little security. If the network uses WPA2, input the password, also known as the Pre-Shared Key (PSK). For security reasons, the characters typed into the input box are displayed as asterisks. [[bsdinstall-wireless-wpa2]] .WPA2 Setup image::bsdinstall-configure-wireless-wpa2setup.png[Menu requesting the wireless network password.] Next, choose whether or not an IPv4 address should be configured on the Ethernet or wireless interface: [[bsdinstall-configure-net-ipv4]] .Choose IPv4 Networking image::bsdinstall-configure-network-interface-ipv4.png[Menu indicating if IPv4 wants to be configured for the selected interface.] There are two methods of IPv4 configuration. DHCP will automatically configure the network interface correctly and should be used if the network provides a DHCP server. Otherwise, the addressing information needs to be input manually as a static configuration. [NOTE] ==== Do not enter random network information as it will not work. If a DHCP server is not available, obtain the information listed in crossref:bsdinstall[bsdinstall-collect-network-information, Required Network Information] from the network administrator or Internet service provider. ==== If a DHCP server is available, select btn:[Yes] in the next menu to automatically configure the network interface. The installer will appear to pause for a minute or so as it finds the DHCP server and obtains the addressing information for the system. [[bsdinstall-net-ipv4-dhcp]] .Choose IPv4 DHCP Configuration image::bsdinstall-configure-network-interface-ipv4-dhcp.png[Menu indicating if DHCP wants to be configured for the selected interface.] If a DHCP server is not available, select btn:[No] and input the following addressing information in this menu: [[bsdinstall-net-ipv4-static]] .IPv4 Static Configuration image::bsdinstall-configure-network-interface-ipv4-static.png[Menu requesting data to configure IPv4 network.] * `IP Address` - The IPv4 address assigned to this computer. The address must be unique and not already in use by another device on the local network. * `Subnet Mask` - The subnet mask for the network. * `Default Router` - The IP address of the network's default gateway. The next screen will ask if the interface should be configured for IPv6. If IPv6 is available and desired, choose btn:[Yes] to select it. [[bsdinstall-net-ipv6]] .Choose IPv6 Networking image::bsdinstall-configure-network-interface-ipv6.png[Menu indicating if IPv6 wants to be configured for the selected interface.] IPv6 also has two methods of configuration. StateLess Address AutoConfiguration (SLAAC) will automatically request the correct configuration information from a local router. Refer to http://tools.ietf.org/html/rfc4862[rfc4862] for more information. Static configuration requires manual entry of network information. If an IPv6 router is available, select btn:[Yes] in the next menu to automatically configure the network interface. The installer will appear to pause for a minute or so as it finds the router and obtains the addressing information for the system. [[bsdinstall-net-ipv6-slaac]] .Choose IPv6 SLAAC Configuration image::bsdinstall-configure-network-interface-slaac.png[Menu indicating if SLAAC wants to be configured for the selected interface.] If an IPv6 router is not available, select btn:[No] and input the following addressing information in this menu: [[bsdinstall-net-ipv6-static]] .IPv6 Static Configuration image::bsdinstall-configure-network-interface-ipv6-static.png[Menu requesting data to configure IPv6 network.] * `IPv6 Address` - The IPv6 address assigned to this computer. The address must be unique and not already in use by another device on the local network. * `Default Router` - The IPv6 address of the network's default gateway. The last network configuration menu is used to configure the Domain Name System (DNS) resolver, which converts hostnames to and from network addresses. If DHCP or SLAAC was used to autoconfigure the network interface, the `Resolver Configuration` values may already be filled in. Otherwise, enter the local network's domain name in the `Search` field. `DNS #1` and `DNS #2` are the IPv4 and/or IPv6 addresses of the DNS servers. At least one DNS server is required. [[bsdinstall-net-dns-config]] .DNS Configuration image::bsdinstall-configure-network-ipv4-dns.png[Menu requesting data to configure DNS for the network.] Once the interface is configured, select a mirror site that is located in the same region of the world as the computer on which FreeBSD is being installed. Files can be retrieved more quickly when the mirror is close to the target computer, reducing installation time. [TIP] ==== Selecting `ftp://download.freebsd.org (Main Site)` will automatically route to the nearest mirror. ==== [[bsdinstall-netinstall-mirror]] .Choosing a Mirror image::bsdinstall-netinstall-mirrorselect.png[Menu requesting a network mirror.] [[bsdinstall-timezone]] === Setting the Time Zone The next series of menus are used to determine the correct local time by selecting the geographic region, country, and time zone. Setting the time zone allows the system to automatically correct for regional time changes, such as daylight savings time, and perform other time zone related functions properly. The example shown here is for a machine located in the mainland time zone of Spain, Europe. The selections will vary according to the geographical location. [[bsdinstall-timezone-region]] .Select a Region image::bsdinstall-timezone-region.png[Menu requesting the timezone region.] The appropriate region is selected using the arrow keys and then pressing kbd:[Enter]. [[bsdinstall-timezone-country]] .Select a Country image::bsdinstall-timezone-country.png[Menu requesting the timezone country.] Select the appropriate country using the arrow keys and press kbd:[Enter]. [[bsdinstall-timezone-zone]] .Select a Time Zone image::bsdinstall-timezone-zone.png[Menu requesting the timezone zone.] The appropriate time zone is selected using the arrow keys and pressing kbd:[Enter]. [[bsdinstall-timezone-confirmation]] .Confirm Time Zone image::bsdinstall-timezone-confirm.png[Menu requesting confirmation of the selected timezone.] Confirm the abbreviation for the time zone is correct. [[bsdinstall-timezone-date]] .Select Date image::bsdinstall-timezone-date.png[Menu requesting the system date.] The appropriate date is selected using the arrow keys and then pressing btn:[Set Date]. Otherwise, the date selection can be skipped by pressing btn:[Skip]. [[bsdinstall-timezone-time]] .Select Time image::bsdinstall-timezone-time.png[Menu requesting the system time.] The appropriate time is selected using the arrow keys and then pressing btn:[Set Time]. Otherwise, the time selection can be skipped by pressing btn:[Skip]. [[bsdinstall-sysconf]] === Enabling Services The next menu is used to configure which system services will be started whenever the system boots. All of these services are optional. Only start the services that are needed for the system to function. [[bsdinstall-config-serv]] .Selecting Additional Services to Enable image::bsdinstall-config-services.png[Menu showing the different services available.] Here is a summary of the services that can be enabled in this menu: * `local_unbound` - Enable the DNS local unbound. It is necessary to keep in mind that this is a configuration only meant for use as a local caching forwarding resolver. If the objective is to set up a resolver for the entire network, install package:dns/unbound[]. * `sshd` - The Secure Shell (SSH) daemon is used to remotely access a system over an encrypted connection. Only enable this service if the system should be available for remote logins. * `moused` - Enable this service if the mouse will be used from the command-line system console. * `ntpdate` - Enable automatic clock synchronization at boot time. Note that the functionality of this program is now available in the man:ntpd[8] daemon and the man:ntpdate[8] utility will soon be retired. * `ntpd` - The Network Time Protocol (NTP) daemon for automatic clock synchronization. Enable this service if you wish to synchronise your system clock with a remote time server or pool. * `powerd` - System power control utility for power control and energy saving. * `dumpdev` - Crash dumps are useful when debugging issues with the system, so users are encouraged to enable them. [[bsdinstall-hardening]] === Enabling Hardening Security Options The next menu is used to configure which security options will be enabled. All of these options are optional. But their use is encouraged. [[bsdinstall-hardening-options]] .Selecting Hardening Security Options image::bsdinstall-hardening.png[Menu shoring the different hardening security options.] Here is a summary of the options that can be enabled in this menu: * `hide_uids` - Hide processes running as other users (UID). This prevents unprivileged users from seeing running processes from other users. * `hide_gids` - Hide processes running as other groups (GID). This prevents unprivileged users from seeing running processes from other groups. * `hide_jail` - Hide processes running in jails. This prevents unprivileged users from seeing processes running inside jails. * `read_msgbuf` - Disable reading kernel message buffer for unprivileged users. Prevent unprivileged users from using man:dmesg[8] to view messages from the kernel's log buffer. * `proc_debug` - Disable process debugging facilities for unprivileged users. Disables a variety of unprivileged inter-process debugging services, including some procfs functionality, `ptrace()`, and `ktrace()`. Please note that this will also prevent debugging tools such as man:lldb[1], man:truss[1] and man:procstat[1], as well as some built-in debugging facilities in certain scripting languages like PHP. * `random_pid` - Randomize the PID of processes. * `clear_tmp` - Clean `/tmp` when the system starts up. * `disable_syslogd` - Disable opening the syslogd network socket. By default, FreeBSD runs syslogd in a secure way with `-s`. This prevents the daemon from listening for incoming UDP requests on port 514. With this option enabled, syslogd will instead run with `-ss`, which prevents syslogd from opening any port. For more information, see man:syslogd[8]. * `disable_sendmail` - Disable the sendmail mail transport agent. * `secure_console` - Make the command prompt request the `root` password when entering single-user mode. * `disable_ddtrace` - DTrace can run in a mode that affects the running kernel. Destructive actions may not be used unless explicitly enabled. Use `-w` to enable this option when using DTrace. For more information, see man:dtrace[1]. * `enable_aslr` - Enable address layout randomization. For more information about address layout randomization the link:https://en.wikipedia.org/wiki/Address_space_layout_randomization[Wikipedia article] can be consulted. [[bsdinstall-addusers]] === Add Users The next menu prompts to create at least one user account. It is recommended to log into the system using a user account rather than as `root`. When logged in as `root`, there are essentially no limits or protection on what can be done. Logging in as a normal user is safer and more secure. Select btn:[Yes] to add new users. [[bsdinstall-add-user1]] .Add User Accounts image::bsdinstall-adduser1.png[Menu requesting if a user want to be added to the system.] Follow the prompts and input the requested information for the user account. -The example shown in crossref:bsdinstall[bsdinstall-add-user2,.Enter User Information] creates the `asample` user account. +The example shown in crossref:bsdinstall[bsdinstall-add-user2,Enter User Information] creates the `asample` user account. [[bsdinstall-add-user2]] .Enter User Information image::bsdinstall-adduser2.png[Menu requesting different information for the new user.] Here is a summary of the information to input: * `Username` - The name the user will enter to log in. A common convention is to use the first letter of the first name combined with the last name, as long as each username is unique for the system. The username is case sensitive and should not contain any spaces. * `Full name` - The user's full name. This can contain spaces and is used as a description for the user account. * `Uid` - User ID. This is typically left blank so the system automatically assigns a value. * `Login group` - The user's group. This is typically left blank to accept the default. * `Invite _user_ into other groups?` - Additional groups to which the user will be added as a member. If the user needs administrative access, type `wheel` here. * `Login class` - Typically left blank for the default. * `Shell` - Type in one of the listed values to set the interactive shell for the user. Refer to crossref:basics[shells,Shells] for more information about shells. * `Home directory` - The user's home directory. The default is usually correct. * `Home directory permissions` - Permissions on the user's home directory. The default is usually correct. * `Use password-based authentication?` - Typically `yes` so that the user is prompted to input their password at login. * `Use an empty password?` - Typically `no` as empty or blank passwords are insecure. * `Use a random password?` - Typically `no` so that the user can set their own password in the next prompt. * `Enter password` - The password for this user. Typed-in characters will not be shown on the screen. * `Enter password again` - The password must be typed again for verification. * `Lock out the account after creation?` - Typically `no` so that the user can log in. After entering all the details, a summary is shown for review. If a mistake was made, enter `no` to correct it. Once everything is correct, enter `yes` to create the new user. [[bsdinstall-add-user3]] .Exit User and Group Management image::bsdinstall-adduser3.png[Menu showing the information of the new user and requesting if everything is correct.] If there are more users to add, answer the `Add another user?` question with `yes`. Enter `no` to finish adding users and continue the installation. For more information on adding users and user management, see crossref:basics[users-synopsis,Users and Basic Account Management]. [[bsdinstall-final-conf]] === Final Configuration After everything has been installed and configured, a final chance is provided to modify settings. [[bsdinstall-final-config]] .Final Configuration image::bsdinstall-finalconfiguration.png[Menu showing different options to perform before finishing the installation. Ex: Add user, Time Zone, etc.] Use this menu to make any changes or to do any additional configuration before completing the installation. * `Add User` - Described in crossref:bsdinstall[bsdinstall-addusers, Add Users]. * `Root Password` - Described in crossref:bsdinstall[bsdinstall-post-root, Setting the `root` Password]. * `Hostname` - Described in crossref:bsdinstall[bsdinstall-hostname, Setting the Hostname]. * `Network` - Described in crossref:bsdinstall[bsdinstall-config-network-dev, Configuring Network Interfaces]. * `Services` - Described in crossref:bsdinstall[bsdinstall-sysconf, Enabling Services]. * `System Hardening` - Described in crossref:bsdinstall[bsdinstall-hardening, Enabling Hardening Security Options]. * `Time Zone` - Described in crossref:bsdinstall[bsdinstall-timezone, Setting the Time Zone]. * `Handbook` - Download and install the FreeBSD Handbook. Once configuration is complete, select btn:[Exit]. [[bsdinstall-final-modification-shell]] .Manual Configuration image::bsdinstall-final-modification-shell.png[Menu showing that the installation has finished. And asking if you want to open a shell to make manual changes.] bsdinstall will prompt for any additional configuration that needs to be done before rebooting into the new system. Select btn:[Yes] to exit to a shell within the new system or btn:[No] to proceed to the last step of the installation. [[bsdinstall-final-main]] .Complete the Installation image::bsdinstall-mainexit.png[Menu showing that the installation has finished and asking whether to reboot the system or access the Live CD.] If further configuration or special setup is needed, select btn:[Live CD] to boot the install media into Live CD mode. If the installation is complete, select btn:[Reboot] to reboot the computer and start the new FreeBSD system. Do not forget to remove the FreeBSD install media or the computer might boot from it again. As FreeBSD boots, informational messages are displayed. After the system finishes booting, a login prompt is displayed. At the `login:` prompt, enter the username added during the installation. Avoid logging in as `root`. Refer to crossref:basics[users-superuser,The Superuser Account] for instructions on how to become the superuser when administrative access is needed. The messages that appear during boot can be reviewed by pressing kbd:[Scroll-Lock] to turn on the scroll-back buffer. The kbd:[PgUp], kbd:[PgDn], and arrow keys can be used to scroll back through the messages. When finished, press kbd:[Scroll-Lock] again to unlock the display and return to the console. To review these messages once the system has been up for some time, type `less /var/run/dmesg.boot` from a command prompt. Press kbd:[q] to return to the command line after viewing. -If sshd was enabled in crossref:bsdinstall[bsdinstall-config-serv,.Selecting Additional Services to Enable], the first boot might be a bit slower as the system generates SSH host keys. +If sshd was enabled in crossref:bsdinstall[bsdinstall-config-serv,Selecting Additional Services to Enable], the first boot might be a bit slower as the system generates SSH host keys. Subsequent boots will be faster. The fingerprints of the keys are then displayed as in the following example: [source,shell] .... 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: 10:a0:f5:af:93:ae:a3:1a:b2:bb:3c:35:d9:5a:b3:f3 root@machine3.example.com The key's randomart image is: +--[RSA1 1024]----+ | o.. | | o . . | | . o | | o | | o S | | + + o | |o . + * | |o+ ..+ . | |==o..o+E | +-----------------+ 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: 7e:1c:ce:dc:8a:3a:18:13:5b:34:b5:cf:d9:d1:47:b2 root@machine3.example.com The key's randomart image is: +--[ DSA 1024]----+ | .. . .| | o . . + | | . .. . E .| | . . o o . . | | + S = . | | + . = o | | + . * . | | . . o . | | .o. . | +-----------------+ Starting sshd. .... Refer to crossref:security[openssh,"OpenSSH"] for more information about fingerprints and SSH. FreeBSD does not install a graphical environment by default. Refer to crossref:x11[x11,The X Window System] for more information about installing and configuring a graphical window manager. Proper shutdown of a FreeBSD computer helps protect data and hardware from damage. _Do not turn off the power before the system has been properly shut down!_ If the user is a member of the `wheel` group, become the superuser by typing `su` at the command line and entering the `root` password. Then, type `shutdown -p now` and the system will shut down cleanly, and, if the hardware supports it, turn itself off. [[bsdinstall-install-trouble]] == Troubleshooting This section covers basic installation troubleshooting, such as common problems people have reported. Check the Hardware Notes listed on the link:https://www.FreeBSD.org/releases/[FreeBSD Release Information] page for the version of FreeBSD to make sure the hardware is supported. [NOTE] ==== Some installation problems can be avoided or alleviated by updating the firmware on various hardware components, most notably the motherboard. Motherboard firmware is usually referred to as the BIOS. Most motherboard and computer manufacturers have a website for upgrades and upgrade information. Manufacturers generally advise against upgrading the motherboard BIOS unless there is a good reason for doing so, like a critical update. The upgrade process _can_ go wrong, leaving the BIOS incomplete and the computer inoperative. ==== If the system hangs while probing hardware during boot or behaves strangely during the installation process, ACPI may be the culprit. FreeBSD makes extensive use of the system ACPI service on the i386 and amd64 platforms to aid in system configuration if it is detected during boot. Unfortunately, some bugs still exist in both the ACPI driver and within system motherboards and BIOS firmware. ACPI can be disabled by setting the `hint.acpi.0.disabled` hint in the third stage boot loader: [source,shell] .... set hint.acpi.0.disabled="1" .... This is reset each time the system is booted, so it is necessary to add `hint.acpi.0.disabled="1"` to the file `/boot/loader.conf`. More information about the boot loader can be found in crossref:boot[boot-synopsis,“Synopsis”]. [[using-live-cd]] == Using the Live CD The welcome menu of bsdinstall, shown in -crossref:bsdinstall[bsdinstall-choose-mode,.Welcome Menu], provides a btn:[Live CD] option. +crossref:bsdinstall[bsdinstall-choose-mode,Welcome Menu], provides a btn:[Live CD] option. This is useful for those who are still wondering whether FreeBSD is the right operating system for them and want to test some of the features before installing. The following points should be noted before using the btn:[Live CD]: * To gain access to the system, authentication is required. The username is `root` and the password is blank. * As the system runs directly from the installation media, performance will be significantly slower than that of a system installed on a hard disk. * This option only provides a command prompt and not a graphical interface. diff --git a/documentation/content/en/books/handbook/config/_index.adoc b/documentation/content/en/books/handbook/config/_index.adoc index 8e7a652d63..ad2439cb13 100644 --- a/documentation/content/en/books/handbook/config/_index.adoc +++ b/documentation/content/en/books/handbook/config/_index.adoc @@ -1,1592 +1,1592 @@ --- title: Chapter 14. Configuration, Services, Logging and Power Management part: Part III. System Administration prev: books/handbook/partiii next: books/handbook/boot description: This chapter explains much of the FreeBSD configuration files, how to enable or disable a service, how to configure the logging system and the power management area. tags: ["configuration", "services", "cron", "periodic", "logging", "configuration files", "sysctl", "swap", "power management"] showBookMenu: true weight: 18 path: "/books/handbook/config/" --- [[config-tuning]] = Configuration, Services, Logging and Power Management :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 14 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/config/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[config-synopsis]] == Synopsis One of the important aspects of FreeBSD is proper system configuration. This chapter explains much of the FreeBSD configuration process, including some of the parameters which can be set to tune a FreeBSD system. Before reading this chapter, you should: * Understand UNIX(R) and FreeBSD basics (crossref:basics[basics,FreeBSD Basics]). After reading this chapter, you will know: * How to use the various configuration files in [.filename]#/etc#. * The basics of [.filename]#rc.conf# configuration and [.filename]#/usr/local/etc/rc.d# startup scripts. * How to tune FreeBSD using man:sysctl[8] variables. * How to configure the power management in FreeBSD. [[configtuning-configfiles]] == Configuration Files FreeBSD maintains a clear separation between the base system and third party applications and therefore this affects where the configuration files of these applications are located. FreeBSD base system configuration is located at the [.filename]#/etc# directory, and the [.filename]#/usr/local/etc# directory contains all the configuration files of the applications installed on the system through the ports collection and packages. The kernel state configuration is located in [.filename]#/etc/sysctl.conf#. -In the section crossref:config[configtuning-sysctl], the operation of man:sysctl[8] will be explained in more detail. +In the section crossref:config[configtuning-sysctl, The sysctl utility], the operation of man:sysctl[8] will be explained in more detail. For more information about the FreeBSD file system structure refer to man:hier[7]. As a general rule, configuration files do not use a standard on what syntax they must follow. Although it is true that the `#` character is normally used to comment a line and that each line has a configuration variable. [NOTE] ==== Some applications like man:pkg[8] are starting to use the link:https://github.com/vstakhov/libucl[Universal Configuration Language (UCL)]. ==== === The [.filename]#/etc# directory The [.filename]#/etc# directory contains all of the FreeBSD base system configuration files that are responsible for configuring FreeBSD. [CAUTION] ==== *Extreme* caution must be taken when modifying files in the [.filename]#/etc# directory; misconfiguration could make FreeBSD unbootable or malfunction. ==== [.informaltable] [cols="1,1", frame="none"] |=== |[.filename]#/etc# |System configuration files and scripts. |[.filename]#/etc/defaults# |Default system configuration files, see man:rc[8] for more information. |[.filename]#/etc/fstab# |man:fstab[5] contains descriptive information about the various file systems. |[.filename]#/etc/mail# |Extra man:sendmail[8] configuration and other MTA configuration files. |[.filename]#/etc/mtree# |mtree configuration files, see man: mtree[8] for more information. |[.filename]#/etc/pam.d# |Configuration files for the Pluggable Authentication Modules (PAM) library. |[.filename]#/etc/periodic# |Scripts that are run daily, weekly, and monthly, via man:cron[8], see man:periodic[8] for more information. |[.filename]#/etc/rc.d# |System and daemon startup/control scripts, see man:rc[8] for more information. |[.filename]#/etc/rc.conf# |Contains descriptive information about the local host name, configuration details for any potential network interfaces and which services should be started up at system initial boot time. More information in crossref:bsdinstall[configtuning-core-configuration, Managing System-Specific Configuration] |[.filename]#/etc/security# |OpenBSM audit configuration files, see man:audit[8] for more information. |[.filename]#/etc/ppp# |ppp configuration files, see man:ppp[8] for more information. |[.filename]#/etc/ssh# |OpenSSH configuration files, see man:ssh[1] for more information. |[.filename]#/etc/ssl# |OpenSSL configuration files. |[.filename]#/etc/sysctl.conf# |Contains settings for the kernel. More information in crossref:bsdinstall[configtuning-sysctl, The sysctl utility] |=== [[configtuning-sysctl]] === The sysctl utility The man:sysctl[8] utility is used to make changes to a running FreeBSD system. The man:sysctl[8] utility retrieves kernel state and allows processes with appropriate privilege to set kernel state. The state to be retrieved or set is described using a "Management Information Base" ("MIB") style name, described as a dotted set of components. .Management Information Base [.informaltable] [cols="1,1", frame="none"] |=== |sysctl |"Magic" numbers |kern |Kernel functions and features |vm |virtual memory |vfs |Filesystem |net |Network |debug |Debugging parameters |hw |Hardware |machdep |Machine dependent |user |Userland |p1003_1b |POSIX 1003.1B |=== At its core, man:sysctl[8] serves two functions: to read and to modify system settings. To view all readable variables: [source,shell] .... % sysctl -a .... The output should be similar to the following: [.programlisting] .... kern.ostype: FreeBSD ... vm.swap_enabled: 1 vm.overcommit: 0 vm.domain.0.pidctrl.kdd: 8 vm.domain.0.pidctrl.kid: 4 vm.domain.0.pidctrl.kpd: 3 ... vfs.zfs.sync_pass_rewrite: 2 vfs.zfs.sync_pass_dont_compress: 8 vfs.zfs.sync_pass_deferred_free: 2 .... To read a particular variable, specify its name: [source,shell] .... % sysctl kern.maxproc .... The output should be similar to the following: [.programlisting] .... kern.maxproc: 1044 .... The Management Information Base (MIB) is hierarchical and hence, specifying a prefix prints all the nodes hanging from it: [source,shell] .... % sysctl net .... The output should be similar to the following: [.programlisting] .... net.local.stream.recvspace: 8192 net.local.stream.sendspace: 8192 net.local.dgram.recvspace: 16384 net.local.dgram.maxdgram: 2048 net.local.seqpacket.recvspace: 8192 net.local.seqpacket.maxseqpacket: 8192 net.local.sockcount: 60 net.local.taskcount: 25 net.local.recycled: 0 net.local.deferred: 0 net.local.inflight: 0 net.inet.ip.portrange.randomtime: 1 net.inet.ip.portrange.randomcps: 9999 [...] .... To set a particular variable, use the _variable_=_value_ syntax: [source,shell] .... # sysctl kern.maxfiles=5000 .... The output should be similar to the following: [.programlisting] .... kern.maxfiles: 2088 -> 5000 .... [NOTE] ==== To keep the configuration after a reboot it is necessary to add these variables to the [.filename]#/etc/sysctl.conf# file as explained below. ==== [[configtuning-sysctlconf]] === The [.filename]#/etc/sysctl.conf# file The configuration file for man:sysctl[8], [.filename]#/etc/sysctl.conf#, looks much like [.filename]#/etc/rc.conf#. Values are set using a `variable=value` syntax. [NOTE] ==== The specified values are set after the system goes into multi-user mode. Not all variables are settable in this mode. ==== For example, to turn off logging of fatal signal exits and prevent users from seeing processes started by other users, the following tunables can be set in [.filename]#/etc/sysctl.conf#: [.programlisting] .... # Do not log fatal signal exits (e.g., sig 11) kern.logsigexit=0 # Prevent users from seeing information about processes that # are being run under another UID. security.bsd.see_other_uids=0 .... To obtain more information about what function a particular sysctl has, the following command can be executed: [source,shell] .... % sysctl -d kern.dfldsiz .... The output should be similar to the following: [.programlisting] .... kern.dfldsiz: Initial data size limit .... [[configtuning-core-configuration]] === Managing System-Specific Configuration The principal location for system configuration information is [.filename]#/etc/rc.conf#. This file contains a wide range of configuration information and it is read at system startup to configure the system. It provides the configuration information for the [.filename]#rc*# files. The entries in [.filename]#/etc/rc.conf# override the default settings in [.filename]#/etc/defaults/rc.conf#. [TIP] ==== The file [.filename]#/etc/defaults/rc.conf# containing the default settings should not be edited. Instead, all system-specific changes should be made to [.filename]#/etc/rc.conf#. ==== A number of strategies may be applied in clustered applications to separate site-wide configuration from system-specific configuration in order to reduce administration overhead. The recommended approach is to place system-specific configuration into [.filename]#/etc/rc.conf.local#. For example, these entries in [.filename]#/etc/rc.conf# apply to all systems: [.programlisting] .... sshd_enable="YES" keyrate="fast" defaultrouter="10.1.1.254" .... Whereas these entries in [.filename]#/etc/rc.conf.local# apply to this system only: [.programlisting] .... hostname="node1.example.org" ifconfig_fxp0="inet 10.1.1.1/8" .... Distribute [.filename]#/etc/rc.conf# to every system using an application such as rsync or puppet, while [.filename]#/etc/rc.conf.local# remains unique. Upgrading the system will not overwrite [.filename]#/etc/rc.conf#, so system configuration information will not be lost. [TIP] ==== Both [.filename]#/etc/rc.conf# and [.filename]#/etc/rc.conf.local# are parsed by man:sh[1]. This allows system operators to create complex configuration scenarios. Refer to man:rc.conf[5] for further information on this topic. ==== [[configtuning-rcd]] == Managing Services in FreeBSD FreeBSD uses the man:rc[8] system of startup scripts during system initialization and for managing services. The scripts listed in [.filename]#/etc/rc.d# provide basic services which can be controlled with the `start`, `stop`, and `restart` options to man:service[8]. A basic script may look similar to the following: [.programlisting] .... #!/bin/sh # # PROVIDE: utility # REQUIRE: DAEMON # KEYWORD: shutdown . /etc/rc.subr name=utility rcvar=utility_enable command="/usr/local/sbin/utility" load_rc_config $name # # DO NOT CHANGE THESE DEFAULT VALUES HERE # SET THEM IN THE /etc/rc.conf FILE # utility_enable=${utility_enable-"NO"} pidfile=${utility_pidfile-"/var/run/utility.pid"} run_rc_command "$1" .... Refer to extref:{rc-scripting}[this article] for instructions on how to create custom man:rc[8] scripts. [[configtuning-starting-services]] === Starting Services Many users install third party software on FreeBSD from the Ports Collection and require the installed services to be started upon system initialization. Services, such as package:security/openssh-portable[] or package:www/nginx[] are just two of the many software packages which may be started during system initialization. This section explains the procedures available for starting services. Since the man:rc[8] system is primarily intended to start and stop services at system startup and shutdown time, the `start`, `stop` and `restart` options will only perform their action if the appropriate [.filename]#/etc/rc.conf# variable is set. So the first step to start a service, like for example package:www/nginx[] is to add it to [.filename]#/etc/rc.conf# by executing the following command: [source,shell] .... # sysrc nginx_enable="YES" .... Then nginx can be started executing the following command: [source,shell] .... # service nginx start .... [TIP] ==== To `start`, `stop` or `restart` a service regardless of the settings in [.filename]#/etc/rc.conf#, these commands should be prefixed with "one". For instance, to start package:www/nginx[] regardless of the current [.filename]#/etc/rc.conf# setting, execute the following command: [source,shell] .... # service nginx onestart .... ==== It is also possible to put a service automatically into a jail, see the corresponding crossref:jails[service-jails,Service Jails] explanation. [[configtuning-status-services]] === Status of a Service To determine if a service is running, use the `status` subcommand. For example, to verify that package:www/nginx[] is running: [source,shell] .... # service nginx status .... The output should be similar to the following: [.programlisting] .... nginx is running as pid 27871. .... [[configtuning-reload-services]] === Reload a Service In some cases, it is also possible to `reload` a service. This attempts to send a signal to an individual service, forcing the service to reload its configuration files. In most cases, this means sending the service a `SIGHUP` signal. *Not all services support this feature.* The man:rc[8] system is used for network services and it also contributes to most of the system initialization. For instance, when the [.filename]#/etc/rc.d/bgfsck# script is executed, it prints out the following message: [source,shell] .... Starting background file system checks in 60 seconds. .... This script is used for background file system checks, which occur only during system initialization. Many system services depend on other services to function properly. For example, man:yp[8] and other RPC-based services may fail to start until after the man:rpcbind[8] service has started. Additional information can be found in man:rc[8] and man:rc.subr[8]. === Using Services to Start Services Other services can be started using man:inetd[8]. Working with man:inetd[8] and its configuration is described in depth in crossref:network-servers[network-inetd,“The inetd Super-Server”]. In some cases, it may make more sense to use man:cron[8] to start system services. This approach has a number of advantages as man:cron[8] runs these processes as the owner of the man:crontab[5]. This allows regular users to start and maintain their own applications. The `@reboot` feature of man:cron[8], may be used in place of the time specification. This causes the job to run when man:cron[8] is started, normally during system initialization. [[cron-periodic]] == Cron and Periodic Scheduling tasks to run at a certain day or time is a very common task on FreeBSD. The tool in charge of performing this task is man:cron[8]. In addition to tasks that can be scheduled by the user via man:cron[8], FreeBSD performs routine background tasks managed by man:periodic[8]. [[configtuning-cron]] === Cron The man:cron[8] utility runs in the background and regularly checks [.filename]#/etc/crontab# for tasks to execute and searches [.filename]#/var/cron/tabs# for custom crontab files. These files are used to schedule tasks which cron runs at the specified times. Each entry in a crontab defines a task to run and is known as a _cron job_. Two different types of configuration files are used: the system crontab, which should not be modified, and user crontabs, which can be created and edited as needed. The format used by these files is documented in man:crontab[5]. The format of the system crontab, [.filename]#/etc/crontab# includes a `who` column which does not exist in user crontabs. In the system crontab, cron runs the command as the user specified in this column. In a user crontab, all commands run as the user who created the crontab. User crontabs allow individual users to schedule their own tasks. The `root` user can also have a user [.filename]#crontab# which can be used to schedule tasks that do not exist in the system [.filename]#crontab#. Here is a sample entry from the system crontab, [.filename]#/etc/crontab#: [.programlisting] .... # /etc/crontab - root's crontab for FreeBSD # # <.> # SHELL=/bin/sh PATH=/sbin:/bin:/usr/sbin:/usr/bin:/usr/local/sbin:/usr/local/bin <.> # #minute hour mday month wday who command <.> # # Save some entropy so that /dev/random can re-seed on boot. */11 * * * * operator /usr/libexec/save-entropy <.> # # Rotate log files every hour, if necessary. 0 * * * * root newsyslog # # Perform daily/weekly/monthly maintenance. 1 3 * * * root periodic daily 15 4 * * 6 root periodic weekly 30 5 1 * * root periodic monthly # # Adjust the time zone if the CMOS clock keeps local time, as opposed to # UTC time. See adjkerntz(8) for details. 1,31 0-5 * * * root adjkerntz -a .... <.> Lines that begin with the `+#+` character are comments. A comment can be placed in the file as a reminder of what and why a desired action is performed. Comments cannot be on the same line as a command or else they will be interpreted as part of the command; they must be on a new line. Blank lines are ignored. <.> The equals (`=`) character is used to define any environment settings. In this example, it is used to define the `SHELL` and `PATH`. If the `SHELL` is omitted, cron will use the default Bourne shell. If the `PATH` is omitted, the full path must be given to the command or script to run. <.> This line defines the seven fields used in a system crontab: `minute`, `hour`, `mday`, `month`, `wday`, `who`, and `command`. The `minute` field is the time in minutes when the specified command will be run, the `hour` is the hour when the specified command will be run, the `mday` is the day of the month, `month` is the month, and `wday` is the day of the week. These fields must be numeric values, representing the twenty-four hour clock, or a `*`, representing all values for that field. The `who` field only exists in the system crontab and specifies which user the command should be run as. The last field is the command to be executed. <.> This entry defines the values for this cron job. The `\*/11`, followed by several more `*` characters, specifies that `/usr/libexec/save-entropy` is invoked by `operator` every eleven minutes of every hour, of every day and day of the week, of every month. Commands can include any number of switches. However, commands which extend to multiple lines need to be broken with the backslash "\" continuation character. [[configtuning-installcrontab]] === Creating a User Crontab To create a user crontab, invoke `crontab` in editor mode: [source,shell] .... % crontab -e .... This will open the user's crontab using the default text editor. The first time a user runs this command, it will open an empty file. Once a user creates a crontab, this command will open that file for editing. It is useful to add these lines to the top of the crontab file in order to set the environment variables and to remember the meanings of the fields in the crontab: [.programlisting] .... SHELL=/bin/sh PATH=/sbin:/bin:/usr/sbin:/usr/bin:/usr/local/sbin:/usr/local/bin # Order of crontab fields # minute hour mday month wday command .... Then add a line for each command or script to run, specifying the time to run the command. This example runs the specified custom Bourne shell script every day at two in the afternoon. Since the path to the script is not specified in `PATH`, the full path to the script is given: [.programlisting] .... 0 14 * * * /home/user/bin/mycustomscript.sh .... [TIP] ==== Before using a custom script, make sure it is executable and test it with the limited set of environment variables set by cron. To replicate the environment that would be used to run the above cron entry, use: [.programlisting] .... env -i SHELL=/bin/sh PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin HOME=/home/user LOGNAME=user /home/user/bin/mycustomscript.sh .... The environment set by cron is discussed in man:crontab[5]. Checking that scripts operate correctly in a cron environment is especially important if they include any commands that delete files using wildcards. ==== When finished editing the crontab, save the file. It will automatically be installed, and cron will read the crontab and run its cron jobs at their specified times. To list the cron jobs in a crontab, use this command: [source,shell] .... % crontab -l .... The output should be similar to the following: [.programlisting] .... 0 14 * * * /home/user/bin/mycustomscript.sh .... To remove all of the cron jobs in a user crontab: [source,shell] .... % crontab -r .... The output should be similar to the following: [.programlisting] .... remove crontab for user? y .... [[configtuning-periodic]] === Periodic FreeBSD provides a set of system management scripts to check status of various subsystems, perform security-related checks, rotate log files, etc. These scripts are run on a periodic basis: daily. weekly, or monthly. The management of these tasks is performed by man:periodic[8] and its configuration resides in man:periodic.conf[5]. The periodic tasks are initiated by entries in the system crontab, shown above. Scripts executed by man:periodic[8] are located in [.filename]#/etc/periodic/# for base utilities and in [.filename]#/usr/local/etc/periodic/# for third-party software. They are organized in 4 subdirectories, daily, weekly, monthly and security. [[enable-disable-periodic]] === Enable or Disable Periodic Tasks FreeBSD has some scripts enabled by default to run periodically. To enable or disable a task, the first step is to edit [.filename]#/etc/periodic.conf# executing the following command: [source,shell] .... # ee /etc/periodic.conf .... And then to enable, for example, `daily_status_zfs_enable` put the following content in the file: [.programlisting] .... daily_status_zfs_enable="YES" .... To disable a task that is active by default, all that needs to be done is to change `YES` to `NO`. [[configuring-output-periodic-tasks]] === Configuring the Output of Periodic Tasks In [.filename]#/etc/periodic.conf# the variables `daily_output`, `weekly_output` and `monthly_output` specifies where to send the results of the script execution. By default the output of the periodic scripts are emailed to root, and therefore it is best to read root's mail or alias root to a mailbox that is monitored. To send the results to another email or to other emails, add the email addresses separated by spaces to [.filename]#/etc/periodic.conf#: [.programlisting] .... daily_output="email1@example.com email2@example.com" weekly_output="email1@example.com email2@example.com" monthly_output="email1@example.com email2@example.com" .... To log periodic output instead of receiving it as email, add the following lines to [.filename]#/etc/periodic.conf#. man:newsyslog[8] will rotate these files at the appropriate times: [.programlisting] .... daily_output=/var/log/daily.log weekly_output=/var/log/weekly.log monthly_output=/var/log/monthly.log .... [[configtuning-syslog]] == Configuring System Logging Generating and reading system logs is an important aspect of system administration. The information in system logs can be used to detect hardware and software issues as well as application and system configuration errors. This information also plays an important role in security auditing and incident response. Most system daemons and applications will generate log entries. FreeBSD provides a system logger, man:syslogd[8], to manage logging. By default, syslogd is enabled and started when the system boots. This section describes how to configure the FreeBSD system logger for both local and remote logging and how to perform log rotation and log management. === Configuring Local Logging The configuration file, [.filename]#/etc/syslog.conf#, controls what syslogd does with log entries as they are received. There are several parameters to control the handling of incoming events. The _facility_ describes which subsystem generated the message, such as the kernel or a daemon, and the _level_ describes the severity of the event that occurred. This makes it possible to configure if and where a log message is logged, depending on the facility and level. It is also possible to take action depending on the application that sent the message, and in the case of remote logging, the hostname of the machine generating the logging event. This configuration file contains one line per action, where the syntax for each line is a selector field followed by an action field. The syntax of the selector field is _facility.level_ which will match log messages from _facility_ at level _level_ or higher. It is also possible to add an optional comparison flag before the level to specify more precisely what is logged. Multiple selector fields can be used for the same action, and are separated with a semicolon (`;`). Using `*` will match everything. The action field denotes where to send the log message, such as to a file or remote log host. As an example, here is the default [.filename]#/etc/syslog.conf# from FreeBSD: [.programlisting] .... # 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) manpage. *.err;kern.warning;auth.notice;mail.crit /dev/console <.> *.notice;authpriv.none;kern.debug;lpr.info;mail.crit;news.err /var/log/messages security.* /var/log/security auth.info;authpriv.info /var/log/auth.log mail.info /var/log/maillog <.> cron.* /var/log/cron !-devd *.=debug /var/log/debug.log <.> *.emerg * daemon.info /var/log/daemon.log # uncomment this to log all writes to /dev/console to /var/log/console.log # touch /var/log/console.log and chmod it to mode 600 before it will work #console.info /var/log/console.log # uncomment this to enable logging of all log messages to /var/log/all.log # touch /var/log/all.log and chmod it to mode 600 before it will work #*.* /var/log/all.log # uncomment this to enable logging to a remote loghost 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 # Uncomment this if you wish to see messages produced by devd # !devd # *.>=notice /var/log/devd.log <.> !* include /etc/syslog.d include /usr/local/etc/syslog.d .... <.> Matches all messages with a level of `err` or higher, as well as `kern.warning`, `auth.notice` and `mail.crit`, and sends these log messages to the console ([.filename]#/dev/console#). <.> Matches all messages from the `mail` facility at level `info` or above and logs the messages to [.filename]#/var/log/maillog#. <.> Uses a comparison flag (`=`) to only match messages at level `debug` and logs them to [.filename]#/var/log/debug.log#. <.> Is an example usage of a program specification. This makes the rules following it only valid for the specified program. In this case, only the messages generated by man:devd[8] are logged to [.filename]#/var/log/devd.log#. For more information about [.filename]#/etc/syslog.conf#, its syntax, and more advanced usage examples, see man:syslog.conf[5]. [[logging-facilities]] === Logging Facilities A facility describes the part of the system generating the message. Facilities are a way of separating the different messages so that it is easier for the user to consult the logs. .syslog facilities [options="header", cols="1,1"] |=== | Name | Description | auth | The authorization system: man:login[1], man:su[1], man:getty[8], etc. | authpriv | The same as auth, but logged to a file readable only by root. | console | Messages written to [.filename]#/dev/console# by the kernel console output driver. | cron | Messages written by the man:cron[8] daemon. | daemon | System daemons, such as man:routed[8], that are not provided for explicitly by other facilities. | ftp | The file transfer protocol daemons: man:ftpd[8], man:tftpd[8]. | kern | Messages generated by the kernel. These cannot be generated by any user processes. | lpr | The line printer spooling system: man:lpr[1], man:lpc[8], man:lpd[8], etc. | mail | The mail system. | mark | This facility adds a record every 20 minutes. | news | The network news system. | ntp | The network time protocol system. | security | Security subsystems, such as man:ipfw[4]. | syslog | Messages generated internally by syslogd(8). | user | Messages generated by random user processes. *This is the default facility identifier if none is specified*. | uucp | The Unix-to-Unix Copy system. An ancient protocol. Really weird to see messages from this facility. | local0 through local7 | Reserved for local use. |=== [[logging-levels]] === Logging Levels The level describes the severity of the message, and is a keyword from the following ordered list (higher to lower): .syslog levels [options="header", cols="1,1"] |=== | Name | Description | emerg | A panic condition. This is normally broadcast to all users. | alert | A condition that should be corrected immediately, such as a corrupted system database. | crit | Critical conditions, e.g., hard device errors. | err | Errors. | warning | Warning messages. | notice | Conditions that are not error conditions, but should possibly be handled specially. | info | Informational messages. | debug | Messages that contain information normally of use only when debugging a program. | none | This special level disables a particular facility. |=== [[read-log-messages]] === Read Log Messages By default FreeBSD log files use the format link:https://datatracker.ietf.org/doc/html/rfc3164[rfc3164], also known as The BSD syslog Protocol. Learn more about other formats and how to use them at man:syslog[8]. Typically the logs have the following syntax: [.programlisting] .... date time hostname program[pid]: the message .... The output of the [.filename]#/var/log/cron# file will be used as an example: [.programlisting] .... [...] Jul 16 12:40:00 FreeBSD /usr/sbin/cron[81519]: (root) CMD (/usr/libexec/atrun) Jul 16 12:44:00 FreeBSD /usr/sbin/cron[83072]: (operator) CMD (/usr/libexec/save-entropy) [...] .... Verbose logging, so the facility and the level on each message will be added, can be enabled in man:syslog[8] by running the following command: [source,shell] .... # sysrc syslogd_flags="-vv" .... Once the function is activated, the facility and the level will be displayed in the log as shown in the following example: [.programlisting] .... [...] Jul 16 17:40:00 FreeBSD /usr/sbin/cron[1016]: (root) CMD (/usr/libexec/atrun) Jul 16 17:44:00 FreeBSD /usr/sbin/cron[1030]: (operator) CMD (/usr/libexec/save-entropy) [...] .... === Log Management and Rotation Log files can grow quickly, taking up disk space and making it more difficult to locate useful information. In FreeBSD, man:newsyslog[8] is used to manage log files and attempt to mitigate this. This built-in program periodically rotates and compresses log files, and optionally creates missing log files and signals programs when log files are moved. [NOTE] ==== Since newsyslog is run from man:cron[8], it cannot rotate files more often than it is scheduled to run from man:cron[8]. In the default configuration, it runs every hour. ==== Here is the default configuration in FreeBSD, more information in man:newsyslog.conf[5]: [.programlisting] .... # configuration file for newsyslog # # Entries which do not specify the '/pid_file' field will cause the # syslogd process to be signalled when that log file is rotated. This # action is only appropriate for log files which are written to by the # syslogd process (ie, files listed in /etc/syslog.conf). If there # is no process which needs to be signalled when a given log file is # rotated, then the entry for that file should include the 'N' flag. # # Note: some sites will want to select more restrictive protections than the # defaults. In particular, it may be desirable to switch many of the 644 # entries to 640 or 600. For example, some sites will consider the # contents of maillog, messages, and lpd-errs to be confidential. In the # future, these defaults may change to more conservative ones. # # logfilename [owner:group] mode count size when flags [/pid_file] [sig_num] /var/log/all.log 600 7 * @T00 J /var/log/auth.log 600 7 1000 @0101T JC /var/log/console.log 600 5 1000 * J /var/log/cron 600 3 1000 * JC /var/log/daily.log 640 7 * @T00 JN /var/log/debug.log 600 7 1000 * JC /var/log/init.log 644 3 1000 * J /var/log/kerberos.log 600 7 1000 * J /var/log/maillog 640 7 * @T00 JC /var/log/messages 644 5 1000 @0101T JC /var/log/monthly.log 640 12 * $M1D0 JN /var/log/devd.log 644 3 1000 * JC /var/log/security 600 10 1000 * JC /var/log/utx.log 644 3 * @01T05 B /var/log/weekly.log 640 5 * $W6D0 JN /var/log/daemon.log 644 5 1000 @0101T JC /etc/newsyslog.conf.d/[!.]*.conf /usr/local/etc/newsyslog.conf.d/[!.]*.conf .... . `logfilename` - Name of the system log file to be archived. . `[owner:group]` - This optional field specifies the owner and group for the archive file. . `mode` - Specify the file mode of the log file and archives. Valid mode bits are 0666. (That is, read and write permissions for the rotated log may be specified for the owner, group, and others.) . `count` - Specify the maximum number of archive files which may exist. . `size` - When the size of the log file reaches size in kilobytes, the log file will be trimmed as described above. If this field contains an asterisk ('*'), the log file will not be trimmed based on size. . `when` - Consist of an interval, a specific time, or both. Supported options in man:newsyslog.conf[5]. . `flags` - Indicates the flags that newsyslog accepts, supported options in man:newsyslog.conf[5]. . `[/pid_file]` - This optional field specifies the file name containing a daemon's process ID or to find a group process ID. . `[sig_num]` - This optional field specifies the signal that will be sent to the daemon process. [NOTE] ==== The last two fields are optional and specify the name of the Process ID (PID) file of a process and a signal number to send to that process when the file is rotated. ==== [[network-syslogd]] === Configuring Remote Logging Monitoring the log files of multiple hosts can become unwieldy as the number of systems increases. Configuring centralized logging can reduce some of the administrative burden of log file administration. In FreeBSD, centralized log file aggregation, merging, and rotation can be configured using syslogd and newsyslog. This section demonstrates an example configuration, where host `A`, named `logserv.example.com`, will collect logging information for the local network. Host `B`, named `logclient.example.com`, will be configured to pass logging information to the logging server. ==== Log Server Configuration A log server is a system that has been configured to accept logging information from other hosts. Before configuring a log server, check the following: * If there is a firewall between the logging server and any logging clients, ensure that the firewall ruleset allows UDP port 514 for both the clients and the server. * The logging server and all client machines must have forward and reverse entries in the local DNS. If the network does not have a DNS server, create entries in each system's [.filename]#/etc/hosts#. Proper name resolution is required so that log entries are not rejected by the logging server. On the log server, edit [.filename]#/etc/syslog.conf# to specify the name of the client to receive log entries from, the logging facility to be used, and the name of the log to store the host's log entries. This example adds the hostname of `B`, logs all facilities, and stores the log entries in [.filename]#/var/log/logclient.log#. .Sample Log Server Configuration [example] ==== [.programlisting] .... +logclient.example.com *.* /var/log/logclient.log .... ==== When adding multiple log clients, add a similar two-line entry for each client. More information about the available facilities may be found in man:syslog.conf[5]. Next, execute the following commands: [source,shell] .... # sysrc syslogd_enable="YES" # sysrc syslogd_flags="-a logclient.example.com -v -v" .... The first entry starts syslogd at system boot. The second entry allows log entries from the specified client. The `-v -v` increases the verbosity of logged messages. This is useful for tweaking facilities as administrators are able to see what type of messages are being logged under each facility. Multiple `-a` options may be specified to allow logging from multiple clients. IP addresses and whole netblocks may also be specified. Refer to man:syslogd[8] for a full list of possible options. Finally, create the log file: [source,shell] .... # touch /var/log/logclient.log .... At this point, syslogd should be restarted and verified: [source,shell] .... # service syslogd restart # pgrep syslog .... If a PID is returned, the server restarted successfully, and client configuration can begin. If the server did not restart, consult [.filename]#/var/log/messages# for the error. ==== Log Client Configuration A logging client sends log entries to a logging server on the network. The client also keeps a local copy of its own logs. Once a logging server has been configured, execute the following commands on the logging client: [source,shell] .... # sysrc syslogd_enable="YES" # sysrc syslogd_flags="-s -v -v" .... The first entry enables syslogd on boot up. The second entry prevents logs from being accepted by this client from other hosts (`-s`) and increases the verbosity of logged messages. Next, define the logging server in the client's [.filename]#/etc/syslog.conf#. In this example, all logged facilities are sent to a remote system, denoted by the `@` symbol, with the specified hostname: [.programlisting] .... *.* @logserv.example.com .... After saving the edit, restart syslogd for the changes to take effect: [source,shell] .... # service syslogd restart .... To test that log messages are being sent across the network, use man:logger[1] on the client to send a message to syslogd: [source,shell] .... # logger "Test message from logclient" .... This message should now exist both in [.filename]#/var/log/messages# on the client and [.filename]#/var/log/logclient.log# on the log server. ==== Debugging Log Servers If no messages are being received on the log server, the cause is most likely a network connectivity issue, a hostname resolution issue, or a typo in a configuration file. To isolate the cause, ensure that both the logging server and the logging client are able to `ping` each other using the hostname specified in their [.filename]#/etc/rc.conf#. If this fails, check the network cabling, the firewall ruleset, and the hostname entries in the DNS server or [.filename]#/etc/hosts# on both the logging server and clients. Repeat until the `ping` is successful from both hosts. If the `ping` succeeds on both hosts but log messages are still not being received, temporarily increase logging verbosity to narrow down the configuration issue. In the following example, [.filename]#/var/log/logclient.log# on the logging server is empty and [.filename]#/var/log/messages# on the logging client does not indicate a reason for the failure. To increase debugging output, edit the `syslogd_flags` entry on the logging server and issue a restart: [source,shell] .... sysrc syslogd_flags="-d -a logclient.example.com -v -v" .... [source,shell] .... # service syslogd restart .... Debugging data similar to the following will flash on the console immediately after the restart: [.programlisting] .... logmsg: pri 56, flags 4, from logserv.example.com, msg syslogd: restart syslogd: restarted logmsg: pri 6, flags 4, from logserv.example.com, msg syslogd: kernel boot file is /boot/kernel/kernel Logging to FILE /var/log/messages syslogd: kernel boot file is /boot/kernel/kernel cvthname(192.168.1.10) validate: dgram from IP 192.168.1.10, port 514, name logclient.example.com; rejected in rule 0 due to name mismatch. .... In this example, the log messages are being rejected due to a typo which results in a hostname mismatch. The client's hostname should be `logclient`, not `logclien`. Fix the typo, issue a restart, and verify the results: [source,shell] .... # service syslogd restart .... The output should be similar to the following: [.programlisting] .... logmsg: pri 56, flags 4, from logserv.example.com, msg syslogd: restart syslogd: restarted logmsg: pri 6, flags 4, from logserv.example.com, msg syslogd: kernel boot file is /boot/kernel/kernel syslogd: kernel boot file is /boot/kernel/kernel logmsg: pri 166, flags 17, from logserv.example.com, msg Dec 10 20:55:02 logserv.example.com syslogd: exiting on signal 2 cvthname(192.168.1.10) validate: dgram from IP 192.168.1.10, port 514, name logclient.example.com; accepted in rule 0. logmsg: pri 15, flags 0, from logclient.example.com, msg Dec 11 02:01:28 trhodes: Test message 2 Logging to FILE /var/log/logclient.log Logging to FILE /var/log/messages .... At this point, the messages are being properly received and placed in the correct file. ==== Security Considerations As with any network service, security requirements should be considered before implementing a logging server. Log files may contain sensitive data about services enabled on the local host, user accounts, and configuration data. Network data sent from the client to the server will not be encrypted or password protected. If a need for encryption exists, consider using package:security/stunnel[], which will transmit the logging data over an encrypted tunnel. Local security is also an issue. Log files are not encrypted during use or after log rotation. Local users may access log files to gain additional insight into system configuration. Setting proper permissions on log files is critical. The built-in log rotator, newsyslog, supports setting permissions on newly created and rotated log files. Setting log files to mode `600` should prevent unwanted access by local users. Refer to man:newsyslog.conf[5] for additional information. [[acpi-overview]] == Power and Resource Management It is important to utilize hardware resources in an efficient manner. Power and resource management allows the operating system to monitor system limits and to possibly run some actions triggered by events related to those limits. [[acpi-config]] === ACPI configuration On FreeBSD the management of these resources is managed by the man:acpi[4] kernel device. [NOTE] ==== In FreeBSD the man:acpi[4] driver is loaded by default at system boot. This driver *cannot be unloaded after boot* because the system bus uses it for various hardware interactions. ==== In addition to man:acpi[4], FreeBSD has several dedicated kernel modules for various ACPI vendor subsystems. These modules will add some extra functionality like fan speed, keyboard backlit or screen brightness. The list can be obtained by running the following command: [source,shell] .... % ls /boot/kernel | grep acpi .... The output should be similar to the following: [.programlisting] .... acpi_asus.ko acpi_asus_wmi.ko acpi_dock.ko acpi_fujitsu.ko acpi_hp.ko acpi_ibm.ko acpi_panasonic.ko acpi_sony.ko acpi_toshiba.ko acpi_video.ko acpi_wmi.ko sdhci_acpi.ko uacpi.ko .... In the event that, for example, an IBM/Lenovo laptop is used, it will be necessary to load the module man:acpi_ibm[4] by executing the following command: [source,shell] .... # kldload acpi_ibm .... And add this line to [.filename]#/boot/loader.conf# to load it at boot: [.programlisting] .... acpi_ibm_load="YES" .... An alternative to the man:acpi_video[4] module is the man:backlight[9] driver. It provides a generic way for handling a panel backlight. The default GENERIC kernel includes this driver. The man:backlight[8] utility can be used to query and adjust the brightness of the panel backlight. In this example the brightness is decreased by 10%: [source,shell] .... % backlight decr 10 .... [[cpu-power-management]] === CPU Power Management CPU is the most consuming part of the system. Knowing how to improve CPU efficiency is a fundamental part of our system in order to save energy. In order to make proper use of the machine's resources in a correct way, FreeBSD supports technologies such as Intel Turbo Boost, AMD Turbo Core, Intel Speed Shift among others through the use of man:powerd[8] and man:cpufreq[4]. The first step will be to obtain the CPU information by executing the following command: [source,shell] .... % sysctl dev.cpu.0 <.> .... <.> In this case the `0` digit represents the first core of the CPU. The output should be similar to the following: [.programlisting] .... dev.cpu.0.cx_method: C1/mwait/hwc C2/mwait/hwc C3/mwait/hwc/bma dev.cpu.0.cx_usage_counters: 3507294 0 0 dev.cpu.0.cx_usage: 100.00% 0.00% 0.00% last 3804us dev.cpu.0.cx_lowest: C3 <1> dev.cpu.0.cx_supported: C1/1/1 C2/2/1 C3/3/57 <2> dev.cpu.0.freq_levels: 2267/35000 2266/35000 1600/15000 800/12000 <3> dev.cpu.0.freq: 1600 <4> dev.cpu.0.temperature: 40.0C <5> dev.cpu.0.coretemp.throttle_log: 0 dev.cpu.0.coretemp.tjmax: 105.0C dev.cpu.0.coretemp.resolution: 1 dev.cpu.0.coretemp.delta: 65 dev.cpu.0.%parent: acpi0 dev.cpu.0.%pnpinfo: _HID=none _UID=0 _CID=none dev.cpu.0.%location: handle=\_PR_.CPU0 dev.cpu.0.%driver: cpu dev.cpu.0.%desc: ACPI CPU .... <1> Lowest Cx state to use for idling the CPU. <2> CPU supported Cx states. <3> Currently available levels for the CPU (frequency/power usage). <4> Current active CPU frequency in MHz. <5> Current temperature of the CPU. [NOTE] ==== If the temperature information is not displayed, load the man:coretemp[4] module. In case of using an AMD CPU, load the man:amdtemp[4] module. ==== Once the CPU information is available the easiest way to configure power saving is to let man:powerd[8] take over. Enable man:powerd[8] service in [.filename]#/etc/rc.conf# to start at system boot: [source,shell] .... # sysrc powerd_enable=YES .... It will also be necessary to indicate certain parameters to man:powerd[8] to tell it how to manage the state of the CPU executing the following command: [source,shell] .... # sysrc powerd_flags="-a hiadaptive -i 25 -r 85 -N" .... . `-a`: Selects the mode to use while on AC power. . `hiadaptive`: Operation mode. More info at man:powerd[8]. . `-i`: Specifies the CPU load percent level when adaptive mode should begin to degrade performance to save power. . `-r`: Specifies the CPU load percent level where adaptive mode should consider the CPU running and increase performance. . `-N`: Treat "nice" time as idle for the purpose of load calculation; i.e., do not increase the CPU frequency if the CPU is only busy with "nice" processes. And then enable the service executing the following command: [source,shell] .... # service powerd start .... [[cpufreq]] === CPU Frequency Control FreeBSD includes a generic man:cpufreq[4] driver to allow the administrator, or software such as man:powerd[8] and package:sysutils/powerdxx[], to manage the frequency of the CPU to achieve the desired balance between performance and economy. A lower setting will save power while reducing the heat generated by the CPU. A higher setting will increase performance at the cost of using additional power and generating more heat. [[est]] === Intel(R) Enhanced Speed Step(TM) The Intel(R) Enhanced Speed Step(TM) driver, man:est[4], replaces the generic man:cpufreq[4] driver for CPUs that provide this feature. The CPU frequency can be statically adjusted using man:sysctl[8], or with the `/etc/rc.d/power_profile` startup script. Additional software, such as man:powerd[8] or package:sysutils/powerdxx[], can be used to automatically adjust the CPU frequency based on processor utilization. Each supported frequency, along with its expected power consumption, can be listed by examining the man:sysctl[3] tree: [source,shell] .... # sysctl dev.cpufreq.0.freq_driver dev.cpu.0.freq_levels dev.cpu.0.freq .... The output should be similar to the following: [.programlisting] .... dev.cpufreq.0.freq_driver: est0 dev.cpu.0.freq_levels: 3001/53000 3000/53000 2900/50301 2700/46082 2600/43525 2400/39557 2300/37137 2100/33398 2000/31112 1800/27610 1700/25455 1500/22171 1400/20144 1200/17084 1100/15181 900/12329 800/10550 dev.cpu.0.freq: 800 .... A frequency 1 MHz higher than the maximum frequency of the CPU indicates the Intel(R) Turbo Boost(TM) feature. [[hwpstate_intel]] === Intel Speed Shift(TM) Users running newer Intel(R) CPUs may find some differences in dynamic frequency control when upgrading to FreeBSD 13. A new driver for the Intel(R) Speed Shift(TM) feature set, available on certain SKUs, exposes the ability for the hardware to dynamically vary the core frequencies, including on a per core basis. FreeBSD 13 comes with the man:hwpstate_intel[4] driver to automatically enable Speed Shift(TM) control on equipped CPUs, replacing the older Enhanced Speed Step(TM) man:est[4] driver. The man:sysctl[8] `dev.cpufreq.%d.freq_driver` will indicate if the system is using Speed Shift. To determine which frequency control driver is being used, examining the `dev.cpufreq.0.freq_driver` oid. [source,shell] .... # sysctl dev.cpufreq.0.freq_driver .... The output should be similar to the following: [.programlisting] .... dev.cpufreq.0.freq_driver: hwpstate_intel0 .... This indicates that the new man:hwpstate_intel[4] driver is in use. On such systems, the oid `dev.cpu.%d.freq_levels` will show only the maximum CPU frequency, and will indicate a power consumption level of `-1`. The current CPU frequency can be determined by examining the `dev.cpu.%d.freq` oid. [source,shell] .... # sysctl dev.cpu.0.freq_levels dev.cpu.0.freq .... The output should be similar to the following: [.programlisting] .... dev.cpu.0.freq_levels: 3696/-1 dev.cpu.0.freq: 898 .... For more information, including on how to balance performance and energy use, and on how to disable this driver, refer to the man page man:hwpstate_intel[4]. [NOTE] ==== Users accustomed to using man:powerd[8] or package:sysutils/powerdxx[] will find these utilities have been superseded by the man:hwpstate_intel[4] driver and no longer work as expected. ==== [[graphics-card-power-management]] === Graphics Card Power Management Graphics cards have become a fundamental part of computing in recent years. Some graphics cards may have excessive power consumption. FreeBSD allows certain configurations to improve power consumption. In case of using a Intel(R) graphics card with the package:graphics/drm-kmod[] driver these options can be added to [.filename]#/boot/loader.conf#: [.programlisting] .... compat.linuxkpi.fastboot=1 <.> compat.linuxkpi.enable_dc=2 <.> compat.linuxkpi.enable_fbc=1 <.> .... <.> Try to skip unnecessary mode sets at boot time. <.> Enable power-saving display C-states. <.> Enable frame buffer compression for power savings === Suspend/Resume The suspend/resume function allows the machine to be kept in a state in which there is no a big energy consumption and allows the system to be resumed without having to lose the state of the running programs. [NOTE] ==== In order for the suspend/resume functionality to work correctly the graphics drivers must be loaded on the system. In non-KMS-supported graphics cards man:sc[4] must be used not to break the suspend/resume functionality. More information about which driver to use and how to configure it can be found at the crossref:x11[x11, The X Window System chapter]. ==== man:acpi[4] supports the next list of sleep states: .Supported Sleep States [options="header", cols="1,1"] |=== |S1 |Quick suspend to RAM. The CPU enters a lower power state, but most peripherals are left running. |S2 |Lower power state than S1, but with the same basic characteristics. Not supported by many systems. |S3 (Sleep mode) |Suspend to RAM. Most devices are powered off, and the system stops running except for memory refresh. |S4 (Hibernation) |Suspend to disk. All devices are powered off, and the system stops running. When resuming, the system starts as if from a cold power on. *Not yet supported by FreeBSD*. |S5 |System shuts down cleanly and powers off. |=== [[configure-suspend-resume]] ==== Configuring Suspend/Resume The first step will be to know which type of sleep states supports the hardware we are using executing the following command: [source,shell] .... % sysctl hw.acpi.supported_sleep_state .... The output should be similar to the following: [.programlisting] .... hw.acpi.supported_sleep_state: S3 S4 S5 .... [WARNING] ==== As stated above FreeBSD does *not* yet support the `S4` state. ==== man:acpiconf[8] can be used to check if the `S3` state works correctly by running the following command, if it succeeds, the screen should go black and the machine will turn off: [source,shell] .... # acpiconf -s 3 .... In the vast majority of cases the Suspend/Resume functionality wants to be used on a laptop. FreeBSD can be configured to enter the `S3` state when closing the lid by adding the following line to the [.filename]#/etc/sysctl.conf# file. [.programlisting] .... hw.acpi.lid_switch_state=S3 .... [[troubleshooting-suspend-resume]] ==== Troubleshooting in Suspend/Resume A lot of effort has been made to make the Suspend and Resume functions work properly and in the best way on FreeBSD. But currently the Suspend and Resume functions only work properly on some specific laptops. Some checks can be done in case it doesn't work properly. In some cases it is enough to turn off the bluetooth. In others it is enough loading the correct driver for the graphics card, etc. In case it doesn't work correctly, some tips can be found on the FreeBSD Wiki in the section link:https://wiki.freebsd.org/SuspendResume[Suspend/Resume]. [[adding-swap-space]] == Adding Swap Space Sometimes a FreeBSD system requires more swap space. This section describes two methods to increase swap space: adding swap to an existing partition or new hard drive, and creating a swap file on an existing file system. For information on how to encrypt swap space, which options exist, and why it should be done, refer to crossref:disks[swap-encrypting,“Encrypting Swap”]. [[new-drive-swap]] === Swap on a New Hard Drive or Existing Partition Adding a new drive for swap gives better performance than using a partition on an existing drive. Setting up partitions and drives is explained in crossref:disks[disks-adding,"Adding Disks"] while crossref:bsdinstall[configtuning-initial,"Designing the Partition Layout"] discusses partition layouts and swap partition size considerations. [WARNING] ==== It is possible to use any partition not currently mounted, even if it already contains data. Using `swapon` on a partition that contains data will overwrite and destroy that data. Make sure that the partition to be added as swap is really the intended partition before running `swapon`. ==== man:swapon[8] can be used to add a swap partition to the system executing the following command: [source,shell] .... # swapon /dev/ada1p2 .... To automatically add this swap partition on boot, add an entry to [.filename]#/etc/fstab#: [.programlisting] .... /dev/ada1p2 none swap sw 0 0 .... See man:fstab[5] for an explanation of the entries in [.filename]#/etc/fstab#. [[create-swapfile]] === Creating a Swap File [[swapfile-10-and-later]] These examples create a 512M swap file called [.filename]#/usr/swap0#. [WARNING] ==== Swap files on ZFS file systems are strongly discouraged, as swapping can lead to system hangs. ==== The first step is to create the swap file: [source,shell] .... # dd if=/dev/zero of=/usr/swap0 bs=1m count=512 .... The second step is to put the proper permissions on the new file: [source,shell] .... # chmod 0600 /usr/swap0 .... The third step is to inform the system about the swap file by adding a line to [.filename]#/etc/fstab#: [.programlisting] .... md none swap sw,file=/usr/swap0,late 0 0 .... Swap space will be added on system startup. To add swap space immediately, use man:swapon[8]: [source,shell] .... # swapon -aL .... diff --git a/documentation/content/en/books/handbook/cutting-edge/_index.adoc b/documentation/content/en/books/handbook/cutting-edge/_index.adoc index 47a1df32ed..8707118beb 100644 --- a/documentation/content/en/books/handbook/cutting-edge/_index.adoc +++ b/documentation/content/en/books/handbook/cutting-edge/_index.adoc @@ -1,1180 +1,1180 @@ --- title: Chapter 26. Updating and Upgrading FreeBSD part: Part III. System Administration prev: books/handbook/l10n next: books/handbook/dtrace description: Information about how to keep a FreeBSD system up-to-date with freebsd-update or Git, how to rebuild and reinstall the entire base system, etc tags: ["updating", "upgrading", "documentation", "FreeBSD-STABLE", "FreeBSD-CURRENT", "Security Patches"] showBookMenu: true weight: 30 path: "/books/handbook/cutting-edge/" --- [[updating-upgrading]] = Updating and Upgrading FreeBSD :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 26 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/cutting-edge/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[updating-upgrading-synopsis]] == Synopsis FreeBSD is under constant development between releases. Some people prefer to use the officially released versions, while others prefer to keep in sync with the latest developments. However, even official releases are often updated with security and other critical fixes. Regardless of the version used, FreeBSD provides all the necessary tools to keep the system updated, and allows for easy upgrades between versions. This chapter describes how to track the development system and the basic tools for keeping a FreeBSD system up-to-date. After reading this chapter, you will know: * How to keep a FreeBSD system up-to-date with freebsd-update or Git. * How to compare the state of an installed system against a known pristine copy. * How to keep the installed documentation up-to-date with Git or documentation ports. * The difference between the two development branches: FreeBSD-STABLE and FreeBSD-CURRENT. * How to rebuild and reinstall the entire base system. Before reading this chapter, you should: * Properly set up the network connection (crossref:advanced-networking[advanced-networking,Advanced Networking]). * Know how to install additional third-party software (crossref:ports[ports,Installing Applications: Packages and Ports]). [NOTE] ==== Throughout this chapter, `git` is used to obtain and update FreeBSD sources. Optionally, the package:devel/git[] port or package may be used. ==== [[updating-upgrading-freebsdupdate]] == FreeBSD Update Applying security patches in a timely manner and upgrading to a newer release of an operating system are important aspects of ongoing system administration. FreeBSD includes a utility called `freebsd-update` which can be used to perform both these tasks. This utility supports binary security and errata updates to FreeBSD, without the need to manually compile and install the patch or a new kernel. Binary updates are available for all architectures and releases currently supported by the security team. The list of supported releases and their estimated end-of-life dates are listed at https://www.FreeBSD.org/security/[https://www.FreeBSD.org/security/]. This utility also supports operating system upgrades to minor point releases as well as upgrades to another release branch. Before upgrading to a new release, review its release announcement as it contains important information pertinent to the release. Release announcements are available from https://www.FreeBSD.org/releases/[https://www.FreeBSD.org/releases/]. [NOTE] ==== If a man:crontab[5] utilizing the features of man:freebsd-update[8] exists, it must be disabled before upgrading the operating system. ==== This section describes the configuration file used by `freebsd-update`, demonstrates how to apply a security patch and how to upgrade to a minor or major operating system release, and discusses some of the considerations when upgrading the operating system. [[freebsdupdate-config-file]] === The Configuration File The default configuration file for `freebsd-update` works as-is. Some users may wish to tweak the default configuration in [.filename]#/etc/freebsd-update.conf#, allowing better control of the process. The comments in this file explain the available options, but the following may require a bit more explanation: [.programlisting] .... # Components of the base system which should be kept updated. Components world kernel .... This parameter controls which parts of FreeBSD will be kept up-to-date. The default is to update the entire base system and the kernel. Individual components can instead be specified, such as `src/base` or `src/sys`. However, the best option is to leave this at the default as changing it to include specific items requires every needed item to be listed. Over time, this could have disastrous consequences as source code and binaries may become out of sync. [.programlisting] .... # Paths which start with anything matching an entry in an IgnorePaths # statement will be ignored. IgnorePaths /boot/kernel/linker.hints .... To leave specified directories, such as [.filename]#/bin# or [.filename]#/sbin#, untouched during the update process, add their paths to this statement. This option may be used to prevent `freebsd-update` from overwriting local modifications. [.programlisting] .... # Paths which start with anything matching an entry in an UpdateIfUnmodified # statement will only be updated if the contents of the file have not been # modified by the user (unless changes are merged; see below). UpdateIfUnmodified /etc/ /var/ /root/ /.cshrc /.profile .... This option will only update unmodified configuration files in the specified directories. Any changes made by the user will prevent the automatic updating of these files. There is another option, `KeepModifiedMetadata`, which will instruct `freebsd-update` to save the changes during the merge. [.programlisting] .... # When upgrading to a new FreeBSD release, files which match MergeChanges # will have any local changes merged into the version from the new release. MergeChanges /etc/ /var/named/etc/ /boot/device.hints .... List of directories with configuration files that `freebsd-update` should attempt to merge. The file merge process is a series of man:diff[1] patches. Merges are either accepted, open an editor, or cause `freebsd-update` to abort. When in doubt, backup [.filename]#/etc# and just accept the merges. [.programlisting] .... # Directory in which to store downloaded updates and temporary # files used by FreeBSD Update. # WorkDir /var/db/freebsd-update .... This directory is where all patches and temporary files are placed. In cases where the user is doing a version upgrade, this location should have at least a gigabyte of disk space available. [.programlisting] .... # When upgrading between releases, should the list of Components be # read strictly (StrictComponents yes) or merely as a list of components # which *might* be installed of which FreeBSD Update should figure out # which actually are installed and upgrade those (StrictComponents no)? # StrictComponents no .... When this option is set to `yes`, `freebsd-update` will assume that the `Components` list is complete and will not attempt to make changes outside of the list. Effectively, `freebsd-update` will attempt to update every file which belongs to the `Components` list. Refer to man:freebsd-update.conf[5] for more details. [[freebsdupdate-security-patches]] === Applying Security Patches The process of applying FreeBSD security patches has been simplified, allowing an administrator to keep a system fully patched using `freebsd-update`. More information about FreeBSD security advisories can be found in crossref:security[security-advisories,"FreeBSD Security Advisories"]. FreeBSD security patches may be downloaded and installed using the following commands. The first command will determine if any outstanding patches are available, and if so, will list the files that will be modified if the patches are applied. The second command will apply the patches. [source,shell] .... # freebsd-update fetch # freebsd-update install .... If the update applies any kernel patches, the system will need a reboot in order to boot into the patched kernel. If the patch was applied to any running binaries, the affected applications should be restarted so that the patched version of the binary is used. [NOTE] ==== Usually, the user needs to be prepared to reboot the system. To know if the system requires a reboot due to a kernel update, execute the commands `freebsd-version -k` and `uname -r`. Reboot the system if the outputs differ. ==== The system can be configured to automatically check for updates once every day by adding this entry to [.filename]#/etc/crontab#: [.programlisting] .... @daily root freebsd-update cron .... If patches exist, they will automatically be downloaded but will not be applied. The `root` user will be sent an email so that the patches may be reviewed and manually installed with `freebsd-update install`. If anything goes wrong, `freebsd-update` has the ability to roll back the last set of changes with the following command: [source,shell] .... # freebsd-update rollback Uninstalling updates... done. .... Again, the system should be restarted if the kernel or any kernel modules were modified and any affected binaries should be restarted. Only the [.filename]#GENERIC# kernel can be automatically updated by `freebsd-update`. If a custom kernel is installed, it will have to be rebuilt and reinstalled after `freebsd-update` finishes installing the updates. The default kernel name is _GENERIC_. The man:uname[1] command may be used to verify its installation. [NOTE] ==== Always keep a copy of the [.filename]#GENERIC# kernel in [.filename]#/boot/GENERIC#. It will be helpful in diagnosing a variety of problems and in performing version upgrades. Refer to crossref:cutting-edge[freebsd-update-custom-kernel-9x, Custom Kernels with FreeBSD 9.X and Later] for instructions on how to get a copy of the [.filename]#GENERIC# kernel. ==== Unless the default configuration in [.filename]#/etc/freebsd-update.conf# has been changed, `freebsd-update` will install the updated kernel sources along with the rest of the updates. Rebuilding and reinstalling a new custom kernel can then be performed in the usual way. The updates distributed by `freebsd-update` do not always involve the kernel. It is not necessary to rebuild a custom kernel if the kernel sources have not been modified by `freebsd-update install`. However, `freebsd-update` will always update [.filename]#/usr/src/sys/conf/newvers.sh#. The current patch level, as indicated by the `-p` number reported by `uname -r`, is obtained from this file. Rebuilding a custom kernel, even if nothing else changed, allows `uname` to accurately report the current patch level of the system. This is particularly helpful when maintaining multiple systems, as it allows for a quick assessment of the updates installed in each one. [[freebsdupdate-upgrade]] === Performing Minor and Major Version Upgrades Upgrades from one minor version of FreeBSD to another are called _minor version_ upgrades. An example: - FreeBSD 13.1 to 13.2. _Major version_ upgrades increase the major version number. An example: - FreeBSD 13.2 to 14.0. Both types of upgrade can be performed by providing `freebsd-update` with a release version target. [WARNING] ==== After each new `RELEASE`, FreeBSD package build servers will, for a limited period, *not* use the newer version of the operating system. This provides continuity for the many users who do not upgrade immediately after a release announcement. For example: * packages for users of 13.1 and 13.2 will be built on a server running 13.1, until 13.1 reaches end of life -- and, critically: * a kernel module that is built on 13.1 might *not* be suitable for 13.2. So, with any minor or major OS upgrade, if your package requirements include any kernel module: * *be prepared to build the module from source*. ==== [NOTE] ==== If the system is running a custom kernel, make sure that a copy of the [.filename]#GENERIC# kernel exists in [.filename]#/boot/GENERIC# before starting the upgrade. Refer to crossref:cutting-edge[freebsd-update-custom-kernel-9x, Custom Kernels with FreeBSD 9.X and Later] for instructions on how to get a copy of the [.filename]#GENERIC# kernel. ==== Before upgrading to a new version, ensure the existing FreeBSD installation is up to date with respect to security and errata patches: [source,shell] .... # freebsd-update fetch # freebsd-update install .... The following command, when run on a FreeBSD 13.1 system, will upgrade it to FreeBSD 13.2: [source,shell] .... # freebsd-update -r 13.2-RELEASE upgrade .... After the command has been received, `freebsd-update` will evaluate the configuration file and current system in an attempt to gather the information necessary to perform the upgrade. A screen listing will display which components have and have not been detected. For example: [source,shell] .... Looking up update.FreeBSD.org mirrors... 1 mirrors found. Fetching metadata signature for 13.1-RELEASE from update1.FreeBSD.org... done. Fetching metadata index... done. Inspecting system... done. The following components of FreeBSD seem to be installed: kernel/smp src/base src/bin src/contrib src/crypto src/etc src/games src/gnu src/include src/krb5 src/lib src/libexec src/release src/rescue src/sbin src/secure src/share src/sys src/tools src/ubin src/usbin world/base world/info world/lib32 world/manpages The following components of FreeBSD do not seem to be installed: kernel/generic world/catpages world/dict world/doc world/games world/proflibs Does this look reasonable (y/n)? y .... At this point, `freebsd-update` will attempt to download all files required for the upgrade. In some cases, the user may be prompted with questions regarding what to install or how to proceed. When using a custom kernel, the above step will produce a warning similar to the following: [source,shell] .... WARNING: This system is running a "MYKERNEL" kernel, which is not a kernel configuration distributed as part of FreeBSD 13.1-RELEASE. This kernel will not be updated: you MUST update the kernel manually before running "/usr/sbin/freebsd-update install" .... This warning may be safely ignored at this point. The updated [.filename]#GENERIC# kernel will be used as an intermediate step in the upgrade process. Once all the patches have been downloaded to the local system, they will be applied. This process may take a while, depending on the speed and workload of the machine. Configuration files will then be merged. The merging process requires some user intervention as a file may be merged or an editor may appear on screen for a manual merge. The results of every successful merge will be shown to the user as the process continues. A failed or ignored merge will cause the process to abort. Users may wish to make a backup of [.filename]#/etc# and manually merge important files, such as [.filename]#master.passwd# or [.filename]#group# at a later time. [NOTE] ==== The system is not being altered yet as all patching and merging is happening in another directory. Once all patches have been applied successfully, all configuration files have been merged and it seems the process will go smoothly, the changes can be committed to disk by the user using the following command: [source,shell] .... # freebsd-update install .... ==== The kernel and kernel modules will be patched first. If the system is running with a custom kernel, use man:nextboot[8] to set the kernel for the next boot to the updated [.filename]#/boot/GENERIC#: [source,shell] .... # nextboot -k GENERIC .... [WARNING] ==== Before rebooting with the [.filename]#GENERIC# kernel, make sure it contains all the drivers required for the system to boot properly and connect to the network, if the machine being updated is accessed remotely. In particular, if the running custom kernel contains built-in functionality usually provided by kernel modules, make sure to temporarily load these modules into the [.filename]#GENERIC# kernel using the [.filename]#/boot/loader.conf# facility. It is recommended to disable non-essential services as well as any disk and network mounts until the upgrade process is complete. ==== The machine should now be restarted with the updated kernel: [source,shell] .... # shutdown -r now .... Once the system has come back online, restart `freebsd-update` using the following command. Since the state of the process has been saved, `freebsd-update` will not start from the beginning, but will instead move on to the next phase and remove all old shared libraries and object files. [source,shell] .... # freebsd-update install .... [NOTE] ==== Depending upon whether any library version numbers were bumped, there may only be two install phases instead of three. ==== The upgrade is now complete. If this was a major version upgrade, reinstall all ports and packages as described in crossref:cutting-edge[freebsdupdate-portsrebuild, Upgrading Packages After a Major Version Upgrade]. [[freebsd-update-custom-kernel-9x]] ==== Custom Kernels with FreeBSD 9.X and Later Before using `freebsd-update`, ensure that a copy of the [.filename]#GENERIC# kernel exists in [.filename]#/boot/GENERIC#. If a custom kernel has only been built once, the kernel in [.filename]#/boot/kernel.old# is the `GENERIC` kernel. Simply rename this directory to [.filename]#/boot/GENERIC#. If a custom kernel has been built more than once or if it is unknown how many times the custom kernel has been built, obtain a copy of the `GENERIC` kernel that matches the current version of the operating system. If physical access to the system is available, a copy of the `GENERIC` kernel can be installed from the installation media: [source,shell] .... # mount /cdrom # cd /cdrom/usr/freebsd-dist # tar -C/ -xvf kernel.txz boot/kernel/kernel .... Alternately, the `GENERIC` kernel may be rebuilt and installed from source: [source,shell] .... # cd /usr/src # make kernel __MAKE_CONF=/dev/null SRCCONF=/dev/null .... For this kernel to be identified as the `GENERIC` kernel by `freebsd-update`, the [.filename]#GENERIC# configuration file must not have been modified in any way. It is also suggested that the kernel is built without any other special options. Rebooting into the [.filename]#GENERIC# kernel is not required as `freebsd-update` only needs [.filename]#/boot/GENERIC# to exist. [[freebsdupdate-portsrebuild]] ==== Upgrading Packages After a Major Version Upgrade Generally, installed applications will continue to work without problems after minor version upgrades. Major versions use different Application Binary Interfaces (ABIs), which will break most third-party applications. After a major version upgrade, all installed packages and ports need to be upgraded. Packages can be upgraded using `pkg upgrade`. To upgrade installed ports, use a utility such as package:ports-mgmt/portmaster[]. A forced upgrade of all installed packages will replace the packages with fresh versions from the repository even if the version number has not increased. This is required because of the ABI version change when upgrading between major versions of FreeBSD. The forced upgrade can be accomplished by performing: [source,shell] .... # pkg-static upgrade -f .... A rebuild of all installed applications can be accomplished with this command: [source,shell] .... # portmaster -af .... This command will display the configuration screens for each application that has configurable options and wait for the user to interact with those screens. To prevent this behavior, and use only the default options, include `-G` in the above command. Once the software upgrades are complete, finish the upgrade process with a final call to `freebsd-update` in order to tie up all the loose ends in the upgrade process: [source,shell] .... # freebsd-update install .... If the [.filename]#GENERIC# kernel was temporarily used, this is the time to build and install a new custom kernel using the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]. Reboot the machine into the new FreeBSD version. The upgrade process is now complete. [[freebsdupdate-system-comparison]] === System State Comparison The state of the installed FreeBSD version against a known good copy can be tested using `freebsd-update IDS`. This command evaluates the current version of system utilities, libraries, and configuration files and can be used as a built-in Intrusion Detection System (IDS). [WARNING] ==== This command is not a replacement for a real IDS such as package:security/snort[]. As `freebsd-update` stores data on disk, the possibility of tampering is evident. While this possibility may be reduced using `kern.securelevel` and by storing the `freebsd-update` data on a read-only file system when not in use, a better solution would be to compare the system against a secure disk, such as a DVD or securely stored external USB disk device. An alternative method for providing IDS functionality using a built-in utility is described in crossref:security[security-ids,"Binary Verification"] ==== To begin the comparison, specify the output file to save the results to: [source,shell] .... # freebsd-update IDS >> outfile.ids .... The system will now be inspected and a lengthy listing of files, along with the SHA256 hash values for both the known value in the release and the current installation, will be sent to the specified output file. The entries in the listing are extremely long, but the output format may be easily parsed. For instance, to obtain a list of all files which differ from those in the release, issue the following command: [source,shell] .... # cat outfile.ids | awk '{ print $1 }' | more /etc/master.passwd /etc/motd /etc/passwd /etc/pf.conf .... This sample output has been truncated as many more files exist. Some files have natural modifications. For example, [.filename]#/etc/passwd# will be modified if users have been added to the system. Kernel modules may differ as `freebsd-update` may have updated them. To exclude specific files or directories, add them to the `IDSIgnorePaths` option in [.filename]#/etc/freebsd-update.conf#. [[updating-bootcode]] == Updating Bootcode The following manuals describe the upgrade process of bootcode and boot loaders: man:gpart[8], man:gptboot[8], man:gptzfsboot[8], and man:loader.efi[8]. [[updating-upgrading-documentation]] == Updating the Documentation Set Documentation is an integral part of the FreeBSD operating system. While an up-to-date version of the FreeBSD documentation is always available on the FreeBSD web site (link:https://docs.FreeBSD.org[Documentation Portal]), it can be handy to have an up-to-date, local copy of the FreeBSD website, handbooks, FAQ, and articles. This section describes how to use either source or the FreeBSD Ports Collection to keep a local copy of the FreeBSD documentation up-to-date. For information on editing and submitting corrections to the documentation, refer to the FreeBSD Documentation Project Primer for New Contributors (extref:{fdp-primer}[FreeBSD Documentation Project Primer for New Contributors]). [[updating-installed-documentation]] === Updating Documentation from Source Rebuilding the FreeBSD documentation from source requires a collection of tools which are not part of the FreeBSD base system. The required tools can be installed following extref:{fdp-primer}[these steps, overview-quick-start] from the FreeBSD Documentation Project Primer. Once installed, use `git` to fetch a clean copy of the documentation source: [source,shell] .... # git clone https://git.FreeBSD.org/doc.git /usr/doc .... The initial download of the documentation sources may take a while. Let it run until it completes. Future updates of the documentation sources may be fetched by running: [source,shell] .... # git pull .... Once an up-to-date snapshot of the documentation sources has been fetched to [.filename]#/usr/doc#, everything is ready for an update of the installed documentation. A full update may be performed by typing: [source,shell] .... # cd /usr/doc # make .... [[current-stable]] == Tracking a Development Branch FreeBSD has two development branches: FreeBSD-CURRENT and FreeBSD-STABLE. This section provides an explanation of each branch and its intended audience, as well as how to keep a system up-to-date with each respective branch. [[current]] === Using FreeBSD-CURRENT FreeBSD-CURRENT is the "bleeding edge" of FreeBSD development and FreeBSD-CURRENT users are expected to have a high degree of technical skill. Less technical users who wish to track a development branch should track FreeBSD-STABLE instead. FreeBSD-CURRENT is the very latest source code for FreeBSD and includes works in progress, experimental changes, and transitional mechanisms that might or might not be present in the next official release. While many FreeBSD developers compile the FreeBSD-CURRENT source code daily, there are short periods of time when the source may not be buildable. These problems are resolved as quickly as possible, but whether or not FreeBSD-CURRENT brings disaster or new functionality can be a matter of when the source code was synced. FreeBSD-CURRENT is made available for three primary interest groups: . Members of the FreeBSD community who are actively working on some part of the source tree. . Members of the FreeBSD community who are active testers. They are willing to spend time solving problems, making topical suggestions on changes and the general direction of FreeBSD, and submitting patches. . Users who wish to keep an eye on things, use the current source for reference purposes, or make the occasional comment or code contribution. FreeBSD-CURRENT should _not_ be considered a fast-track to getting new features before the next release as pre-release features are not yet fully tested and most likely contain bugs. It is not a quick way of getting bug fixes as any given commit is just as likely to introduce new bugs as to fix existing ones. FreeBSD-CURRENT is not in any way "officially supported". To track FreeBSD-CURRENT: . Join the {freebsd-current} and the {dev-commits-src-main} lists. This is _essential_ in order to see the comments that people are making about the current state of the system and to receive important bulletins about the current state of FreeBSD-CURRENT. + The {dev-commits-src-main} list records the commit log entry for each change as it is made, along with any pertinent information on possible side effects. + To join these lists, go to {mailing-lists}, click on the list to subscribe to, and follow the instructions. In order to track changes to the whole source tree, not just the changes to FreeBSD-CURRENT, subscribe to the {dev-commits-src-all}. . Synchronize with the FreeBSD-CURRENT sources. Typically, `git` is used to check out the -CURRENT code from the `main` branch of the FreeBSD Git repository (see crossref:mirrors[git,“Using Git”] for details). . Due to the size of the repository, some users choose to only synchronize the sections of source that interest them or which they are contributing patches to. However, users that plan to compile the operating system from source must download _all_ of FreeBSD-CURRENT, not just selected portions. + Before compiling FreeBSD-CURRENT, read [.filename]#/usr/src/Makefile# very carefully and follow the instructions in crossref:cutting-edge[makeworld, Updating FreeBSD from Source]. Read the {freebsd-current} and [.filename]#/usr/src/UPDATING# to stay up-to-date on other bootstrapping procedures that sometimes become necessary on the road to the next release. . Be active! FreeBSD-CURRENT users are encouraged to submit their suggestions for enhancements or bug fixes. Suggestions with accompanying code are always welcome. [[stable]] === Using FreeBSD-STABLE FreeBSD-STABLE is the development branch from which major releases are made. Changes go into this branch at a slower pace and with the general assumption that they have first been tested in FreeBSD-CURRENT. This is _still_ a development branch and, at any given time, the sources for FreeBSD-STABLE may or may not be suitable for general use. It is simply another engineering development track, not a resource for end-users. Users who do not have the resources to perform testing should instead run the most recent release of FreeBSD. Those interested in tracking or contributing to the FreeBSD development process, especially as it relates to the next release of FreeBSD, should consider following FreeBSD-STABLE. While the FreeBSD-STABLE branch should compile and run at all times, this cannot be guaranteed. Since more people run FreeBSD-STABLE than FreeBSD-CURRENT, it is inevitable that bugs and corner cases will sometimes be found in FreeBSD-STABLE that were not apparent in FreeBSD-CURRENT. For this reason, one should not blindly track FreeBSD-STABLE. It is particularly important _not_ to update any production servers to FreeBSD-STABLE without thoroughly testing the code in a development or testing environment. To track FreeBSD-STABLE: . Join the {freebsd-stable} in order to stay informed of build dependencies that may appear in FreeBSD-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. + Join the relevant git list for the branch being tracked. For example, users tracking the {betarel-current-major}-STABLE branch should join the {dev-commits-src-branches}. This list records the commit log entry for each change as it is made, along with any pertinent information on possible side effects. + To join these lists, go to {mailing-lists}, click on the list to subscribe to, and follow the instructions. In order to track changes for the whole source tree, subscribe to {dev-commits-src-all}. . To install a new FreeBSD-STABLE system, install the most recent FreeBSD-STABLE release from the crossref:mirrors[mirrors,FreeBSD mirror sites] or use a monthly snapshot built from FreeBSD-STABLE. Refer to link:https://www.FreeBSD.org/snapshots/[www.freebsd.org/snapshots] for more information about snapshots. + To compile or upgrade an existing FreeBSD system to FreeBSD-STABLE, use `git` to check out the source for the desired branch. Branch names, such as `stable/13`, are listed at link:https://www.FreeBSD.org/releng/[www.freebsd.org/releng]. . Before compiling or upgrading to FreeBSD-STABLE , read [.filename]#/usr/src/Makefile# carefully and follow the instructions in crossref:cutting-edge[makeworld, Updating FreeBSD from Source]. Read the {freebsd-stable} and [.filename]#/usr/src/UPDATING# to keep up-to-date on other bootstrapping procedures that sometimes become necessary on the road to the next release. [[translate-n-number]] === The N-number When tracking down bugs it is important to know which versions of the source code have been used to create the system exhibiting an issue. FreeBSD provides version information compiled into the kernel. man:uname[1] retrieves this information, for example: [source,shell] .... % uname -v FreeBSD 14.0-CURRENT #112 main-n247514-031260d64c18: Tue Jun 22 20:43:19 MDT 2021 fred@machine:/usr/home/fred/obj/usr/home/fred/git/head/amd64.amd64/sys/FRED .... The final field gives information regarding the kernel name, the person that built it, and the location that it was compiled in. Looking at the 4th field, it is made up of several parts: [source,shell] .... main-n247514-031260d64c18 main <.> n247514 <.> 031260d64c18 <.> <.> .... <.> Git branch name. Note: comparisons of n-numbers are only valid on branches published by the project (`main`, `stable/XX` and `releng/XX`). Local branches will have n-numbers that will overlap commits of their parent branch. <.> The n-number is a linear count of commits back to the start of the Git repository starting with the Git hash included in the line. <.> Git hash of the checked out tree <.> Sometimes a suffix of `-dirty` is present when the kernel was built in a tree with uncommitted changes. It is absent in this example because the FRED kernel was built from a pristine checkout. The `git rev-list` command is used to find the n-number corresponding to a Git hash. For example: [source,shell] .... % git rev-list --first-parent --count 031260d64c18 <.> 247514 <.> .... <.> git hash to translate (the hash from the above example is reused) <.> The n-number. Usually this number is not all that important. However, when bug fixes are committed, this number makes it easy to quickly determine whether the fix is present in the currently running system. Developers will often refer to the hash of the commit (or provide a URL which has that hash), but not the n-number since the hash is the easily visible identifier for a change while the n-number is not. Security advisories and errata notices will also note an n-number, which can be directly compared against your system. When you need to use shallow Git clones, you cannot compare n-numbers reliably as the `git rev-list` command counts all the revisions in the repository which a shallow clone omits. [[makeworld]] == Updating FreeBSD from Source Updating FreeBSD by compiling from source offers several advantages over binary updates. Code can be built with options to take advantage of specific hardware. Parts of the base system can be built with non-default settings, or left out entirely where they are not needed or desired. The build process takes longer to update a system than just installing binary updates, but allows complete customization to produce a tailored version of FreeBSD. [[updating-src-quick-start]] === Quick Start This is a quick reference for the typical steps used to update FreeBSD by building from source. Later sections describe the process in more detail. [WARNING] ==== When switching from man:mergemaster[8] to man:etcupdate[8], the first run might merge changes incorrectly generating spurious conflicts. To prevent this, perform the following steps *before* updating sources and building the new world: [source,shell] .... # etcupdate extract <.> # etcupdate diff <.> .... <.> Bootstrap the database of stock [.filename]#/etc# files; for more information see man:etcupdate[8]. <.> Check the diff after bootstrapping. Trim any local changes that are no longer needed to reduce the chance of conflicts in future updates. ==== [.procedure] ==== * Update and Build + [source,shell] .... # git pull -C /usr/src <.> check /usr/src/UPDATING <.> # cd /usr/src <.> # make -j4 buildworld <.> # make -j4 kernel <.> # shutdown -r now <.> # etcupdate -p <.> # cd /usr/src <.> # make installworld <.> # etcupdate -B <.> # shutdown -r now <.> .... <.> Get the latest version of the source. See crossref:cutting-edge[updating-src-obtaining-src, Updating the Source] for more information on obtaining and updating source. <.> Check [.filename]#/usr/src/UPDATING# for any manual steps required before or after building from source. <.> Go to the source directory. <.> Compile the world, everything except the kernel. <.> Compile and install the kernel. This is equivalent to `make buildkernel installkernel`. <.> Reboot the system to the new kernel. <.> Update and merge configuration files in [.filename]#/etc/# required before installworld. <.> Go to the source directory. <.> Install the world. <.> Update and merge configuration files in [.filename]#/etc/#. <.> Restart the system to use the newly-built world and kernel. ==== [[updating-src-preparing]] === Preparing for a Source Update Read [.filename]#/usr/src/UPDATING#. Any manual steps that must be performed before or after an update are described in this file. [[updating-src-obtaining-src]] === Updating the Source FreeBSD source code is located in [.filename]#/usr/src/#. The preferred method of updating this source is through the Git version control system. Verify that the source code is under version control: [source,shell] .... # cd /usr/src # git remote --v origin https://git.freebsd.org/src.git (fetch) origin https://git.freebsd.org/src.git (push) .... This indicates that [.filename]#/usr/src/# is under version control and can be updated with man:git[1]: [[synching]] [source,shell] .... # git pull -C /usr/src .... The update process can take some time if the directory has not been updated recently. After it finishes, the source code is up to date and the build process described in the next section can begin. [NOTE] ==== Obtaining the source: If the output says `fatal: not a git repository`, the files there are missing or were installed with a different method. A new checkout of the source is required. ==== [[updating-src-obtaining-src-repopath]] .FreeBSD Versions and Repository Branches [cols="10%,10%,80%", options="header"] |=== | uname ‑r Output | Repository Path | Description |`_X.Y_-RELEASE` |`releng/_X.Y_` |The Release version plus only critical security and bug fix patches. This branch is recommended for most users. |`_X.Y_-STABLE` |`stable/_X_` | The Release version plus all additional development on that branch. _STABLE_ refers to the Applications Binary Interface (ABI) not changing, so software compiled for earlier versions still runs. For example, software compiled to run on FreeBSD 10.1 will still run on FreeBSD 10-STABLE compiled later. STABLE branches occasionally have bugs or incompatibilities which might affect users, although these are typically fixed quickly. |`_X_-CURRENT` |`main` |The latest unreleased development version of FreeBSD. The CURRENT branch can have major bugs or incompatibilities and is recommended only for advanced users. |=== Determine which version of FreeBSD is being used with man:uname[1]: [source,shell] .... # uname -r 13.2-RELEASE .... -Based on crossref:cutting-edge[updating-src-obtaining-src-repopath,.FreeBSD Versions and Repository Branches], the source used to update `13.2-RELEASE` has a repository path of `releng/13.2`. +Based on crossref:cutting-edge[updating-src-obtaining-src-repopath,FreeBSD Versions and Repository Branches], the source used to update `13.2-RELEASE` has a repository path of `releng/13.2`. That path is used when checking out the source: [source,shell] .... # mv /usr/src /usr/src.bak <.> # git clone --branch releng/13.2 https://git.FreeBSD.org/src.git /usr/src <.> .... <.> Move the old directory out of the way. If there are no local modifications in this directory, it can be deleted. -<.> The path from crossref:cutting-edge[updating-src-obtaining-src-repopath,.FreeBSD Versions and Repository Branches] is added to the repository URL. The third parameter is the destination directory for the source code on the local system. +<.> The path from crossref:cutting-edge[updating-src-obtaining-src-repopath,FreeBSD Versions and Repository Branches] is added to the repository URL. The third parameter is the destination directory for the source code on the local system. [[updating-src-building]] === Building from Source The _world_, or all of the operating system except the kernel, is compiled. This is done first to provide up-to-date tools to build the kernel. Then the kernel itself is built: [source,shell] .... # cd /usr/src # make buildworld # make buildkernel .... The compiled code is written to [.filename]#/usr/obj#. These are the basic steps. Additional options to control the build are described below. [[updating-src-building-clean-build]] ==== Performing a Clean Build Some versions of the FreeBSD build system leave previously-compiled code in the temporary object directory, [.filename]#/usr/obj#. This can speed up later builds by avoiding recompiling code that has not changed. To force a clean rebuild of everything, use `cleanworld` before starting a build: [source,shell] .... # make cleanworld .... [[updating-src-building-jobs]] ==== Setting the Number of Jobs Increasing the number of build jobs on multi-core processors can improve build speed. Determine the number of cores with `sysctl hw.ncpu`. Processors vary, as do the build systems used with different versions of FreeBSD, so testing is the only sure method to tell how a different number of jobs affects the build speed. For a starting point, consider values between half and double the number of cores. The number of jobs is specified with `-j`. [[updating-src-building-jobs-example]] .Increasing the Number of Build Jobs [example] ==== Building the world and kernel with four jobs: [source,shell] .... # make -j4 buildworld buildkernel .... ==== [[updating-src-building-only-kernel]] ==== Building Only the Kernel A `buildworld` must be completed if the source code has changed. After that, a `buildkernel` to build a kernel can be run at any time. To build just the kernel: [source,shell] .... # cd /usr/src # make buildkernel .... [[updating-src-building-custom-kernel]] ==== Building a Custom Kernel The standard FreeBSD kernel is based on a _kernel config file_ called [.filename]#GENERIC#. The [.filename]#GENERIC# kernel includes the most commonly-needed device drivers and options. Sometimes it is useful or necessary to build a custom kernel, adding or removing device drivers or options to fit a specific need. For example, someone developing a small embedded computer with severely limited RAM could remove unneeded device drivers or options to make the kernel slightly smaller. Kernel config files are located in [.filename]#/usr/src/sys/arch/conf/#, where _arch_ is the output from `uname -m`. On most computers, that is `amd64`, giving a config file directory of [.filename]#/usr/src/sys/amd64/conf/#. [TIP] ==== [.filename]#/usr/src# can be deleted or recreated, so it is preferable to keep custom kernel config files in a separate directory, like [.filename]#/root#. Link the kernel config file into the [.filename]#conf# directory. If that directory is deleted or overwritten, the kernel config can be re-linked into the new one. ==== A custom config file can be created by copying the [.filename]#GENERIC# config file. In this example, the new custom kernel is for a storage server, so is named [.filename]#STORAGESERVER#: [source,shell] .... # cp /usr/src/sys/amd64/conf/GENERIC /root/STORAGESERVER # cd /usr/src/sys/amd64/conf # ln -s /root/STORAGESERVER . .... [.filename]#/root/STORAGESERVER# is then edited, adding or removing devices or options as shown in man:config[5]. The custom kernel is built by setting `KERNCONF` to the kernel config file on the command line: [source,shell] .... # make buildkernel KERNCONF=STORAGESERVER .... [[updating-src-installing]] === Installing the Compiled Code After the `buildworld` and `buildkernel` steps have been completed, the new kernel and world are installed: [source,shell] .... # cd /usr/src # make installkernel # shutdown -r now # cd /usr/src # make installworld # shutdown -r now .... If a custom kernel was built, `KERNCONF` must also be set to use the new custom kernel: [source,shell] .... # cd /usr/src # make installkernel KERNCONF=STORAGESERVER # shutdown -r now # cd /usr/src # make installworld # shutdown -r now .... [[updating-src-completing]] === Completing the Update A few final tasks complete the update. Any modified configuration files are merged with the new versions, outdated libraries are located and removed, then the system is restarted. [[updating-src-completing-merge-etcupdate]] ==== Merging Configuration Files with man:etcupdate[8] man:etcupdate[8] is a tool for managing updates to files that are not updated as part of an installworld such as files located in [.filename]#/etc/#. It manages updates by doing a three-way merge of changes made to these files against the local versions. man:etcupdate[8] is designed to minimize the amount of user intervention. [NOTE] ==== In general, man:etcupdate[8] does not need any specific arguments for its job. There is however a handy in between command for sanity checking what will be done the first time man:etcupdate[8] is used: [source,shell] .... # etcupdate diff .... This command allows the user to audit configuration changes. ==== If man:etcupdate[8] is not able to merge a file automatically, the merge conflicts can be resolved with manual interaction by issuing: [source,shell] .... # etcupdate resolve .... [WARNING] ==== When switching from man:mergemaster[8] to man:etcupdate[8], the first run might merge changes incorrectly generating spurious conflicts. To prevent this, perform the following steps *before* updating sources and building the new world: [source,shell] .... # etcupdate extract <.> # etcupdate diff <.> .... <.> Bootstrap the database of stock [.filename]#/etc# files; for more information see man:etcupdate[8]. <.> Check the diff after bootstrapping. Trim any local changes that are no longer needed to reduce the chance of conflicts in future updates. ==== [[updating-src-completing-check-old]] ==== Checking for Outdated Files and Libraries Some obsolete files or directories can remain after an update. These files can be located: [source,shell] .... # make check-old .... and deleted: [source,shell] .... # make delete-old .... Some obsolete libraries can also remain. These can be detected with: [source,shell] .... # make check-old-libs .... and deleted with [source,shell] .... # make delete-old-libs .... Programs which were still using those old libraries will stop working when the library has been deleted. These programs must be rebuilt or replaced after deleting the old libraries. [TIP] ==== When all the old files or directories are known to be safe to delete, pressing kbd:[y] and kbd:[Enter] to delete each file can be avoided by setting `BATCH_DELETE_OLD_FILES` in the command. For example: [source,shell] .... # make BATCH_DELETE_OLD_FILES=yes delete-old-libs .... ==== [[updating-src-completing-restart]] ==== Restarting After the Update The last step after updating is to restart the computer so all the changes take effect: [source,shell] .... # shutdown -r now .... [[small-lan]] == Tracking for Multiple Machines When multiple machines need to track the same source tree, it is a waste of disk space, network bandwidth, and CPU cycles to have each system download the sources and rebuild everything. 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. For more information about using NFS, refer to crossref:network-servers[network-nfs,"Network File System (NFS)"]. First, identify a set of machines which will run the same set of binaries, known as a _build set_. Each machine can have a custom kernel, but will run the same userland binaries. From that set, choose a machine to be the _build machine_ that the world and kernel are built on. Ideally, this is a fast machine that has sufficient spare CPU to run `make buildworld` and `make buildkernel`. Select a machine to be the _test machine_, which will test software updates before they are put into production. This _must_ be a machine that can afford to be 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 [.filename]#/usr/obj# and [.filename]#/usr/src# from the build machine via NFS. For multiple build sets, [.filename]#/usr/src# should be on one build machine, and NFS mounted on the rest. Ensure that [.filename]#/etc/make.conf# and [.filename]#/etc/src.conf# on all the machines in the build set agree 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 [.filename]#/etc/make.conf#, and the build machine should list them all in its `KERNCONF`, listing its own kernel first. The build machine must have the kernel configuration files for each machine in its [.filename]#/usr/src/sys/arch/conf#. On the build machine, build the kernel and world as described in crossref:cutting-edge[makeworld, Updating FreeBSD from Source], but do not install anything on the build machine. Instead, install the built kernel on the test machine. On the test machine, mount [.filename]#/usr/src# and [.filename]#/usr/obj# via NFS. Then, run `shutdown now` to go to single-user mode in order to install the new kernel and world and run `etcupdate` as usual. When done, reboot to return to normal multi-user operations. After verifying 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. The same methodology can be used for the ports tree. The first step is to share [.filename]#/usr/ports# via NFS to all the machines in the build set. To configure [.filename]#/etc/make.conf# to share distfiles, set `DISTDIR` to a common shared directory that is writable by whichever user `root` is mapped to by the NFS mount. Each machine should set `WRKDIRPREFIX` to a local build directory, if ports are to be built locally. Alternately, if the build system is to build and distribute packages to the machines in the build set, set `PACKAGES` on the build system to a directory similar to `DISTDIR`. [[building-on-non-freebsd-hosts]] == Building on non-FreeBSD Hosts Historically, building FreeBSD required a FreeBSD host. Nowadays, the FreeBSD can be build on Linux distributions and macOS. To build FreeBSD on non-FreeBSD hosts, the recommendation is to use the `tools/build/make.py` script. This script acts as a wrapper around `bmake`, which is the make implementation used by FreeBSD. It ensures that the necessary tooling, including the actual FreeBSD's man:make[1], is bootstrapped and that the build environment is properly configured. In particular, it sets the external toolchain variables, such as `XCC`, `XLD`, and others. Additionally, the script can pass any additional command arguments, such as `-j 4` for parallel builds or specific make targets, to `bmake`. [NOTE] ==== A recent version of `bmake` can be used instead of the `tools/build/make.py` script as well. In that case, however, required environment variables need to be set manually (the easiest way to obtain a list of them is by running `tools/build/make.py --debug`). ==== Otherwise, the list of prerequisites for building FreeBSD is rather short. In fact, it boils down to installing a couple of dependencies. On macOS, the only dependency LLVM. The necessary dependencies can be installed with package manager (e.g., link:https://brew.sh/[Homebrew]): [source,shell] .... brew install llvm .... On a Linux distributions, install link:https://clang.llvm.org/[Clang] version 10.0 or newer and the headers for libarchive and libbz2 (often packaged as libarchive-dev and libbz2-dev). Once the dependencies are installed, the host should be able to build FreeBSD. For example, the following `tools/build/make.py` invocation builds the world: [source,shell] .... MAKEOBJDIRPREFIX=/tmp/obj tools/build/make.py -j 8 TARGET=arm64 TARGET_ARCH=aarch64 buildworld .... It builds the world for target `aarch64:arm64` on 8 CPUs and uses [.filename]#/tmp/obj# for object files. Note that the variables `MAKEOBJDIRPREFIX`, `TARGET`, and `TARGET_ARCH` are mandatory when building on non-FreeBSD hosts. Also, make sure to create the object directory pointed to by the `MAKEOBJDIRPREFIX` environment variable. Refer to man:arch[7] and man:build[7] for more details. diff --git a/documentation/content/en/books/handbook/disks/_index.adoc b/documentation/content/en/books/handbook/disks/_index.adoc index 49c7b2acc3..2d1f162193 100644 --- a/documentation/content/en/books/handbook/disks/_index.adoc +++ b/documentation/content/en/books/handbook/disks/_index.adoc @@ -1,2572 +1,2572 @@ --- title: Chapter 20. Storage part: Part III. System Administration prev: books/handbook/audit next: books/handbook/geom description: This chapter covers the use of disks and storage media in FreeBSD. This includes SCSI and IDE disks, CD and DVD media, memory-backed disks, and USB storage devices. tags: ["storage", "disks", "gpart", "mount", "quotas", "encrypt", "GPT", "cdrecord", "NTFS", "quotas", "swap", "HAST", "CD", "DVD", "resizing", "growing"] showBookMenu: true weight: 24 path: "/books/handbook/disks/" --- [[disks]] = Storage :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 20 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/disks/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[disks-synopsis]] == Synopsis This chapter covers the use of disks and storage media in FreeBSD. This includes SCSI and IDE disks, CD and DVD media, memory-backed disks, and USB storage devices. After reading this chapter, you will know: * How to add additional hard disks to a FreeBSD system. * How to grow the size of a disk's partition on FreeBSD. * How to configure FreeBSD to use USB storage devices. * How to use CD and DVD media on a FreeBSD system. * How to use the backup programs available under FreeBSD. * How to set up memory disks. * What file system snapshots are and how to use them efficiently. * How to use quotas to limit disk space usage. * How to encrypt disks and swap to secure them against attackers. * How to configure a highly available storage network. Before reading this chapter, you should: * Know how to crossref:kernelconfig[kernelconfig,configure and install a new FreeBSD kernel]. [[disks-adding]] == Adding Disks This section describes how to add a new SATA disk to a machine that currently only has a single drive. First, turn off the computer and install the drive in the computer following the instructions of the computer, controller, and drive manufacturers. Reboot the system and become `root`. Inspect [.filename]#/var/run/dmesg.boot# to ensure the new disk was found. In this example, the newly added SATA drive will appear as [.filename]#ada1#. For this example, a single large partition will be created on the new disk. The http://en.wikipedia.org/wiki/GUID_Partition_Table[GPT] partitioning scheme will be used in preference to the older and less versatile MBR scheme. [NOTE] ==== If the disk to be added is not blank, old partition information can be removed with `gpart delete`. See man:gpart[8] for details. ==== The partition scheme is created, and then a single partition is added. To improve performance on newer disks with larger hardware block sizes, the partition is aligned to one megabyte boundaries: [source,shell] .... # gpart create -s GPT ada1 # gpart add -t freebsd-ufs -a 1M ada1 .... Depending on use, several smaller partitions may be desired. See man:gpart[8] for options to create partitions smaller than a whole disk. The disk partition information can be viewed with `gpart show`: [source,shell] .... % gpart show ada1 => 34 1465146988 ada1 GPT (699G) 34 2014 - free - (1.0M) 2048 1465143296 1 freebsd-ufs (699G) 1465145344 1678 - free - (839K) .... A file system is created in the new partition on the new disk: [source,shell] .... # newfs -U /dev/ada1p1 .... An empty directory is created as a _mountpoint_, a location for mounting the new disk in the original disk's file system: [source,shell] .... # mkdir /newdisk .... Finally, an entry is added to [.filename]#/etc/fstab# so the new disk will be mounted automatically at startup: [.programlisting] .... /dev/ada1p1 /newdisk ufs rw 2 2 .... The new disk can be mounted manually, without restarting the system: [source,shell] .... # mount /newdisk .... [[disks-growing]] == Resizing and Growing Disks A disk's capacity can increase without any changes to the data already present. This happens commonly with virtual machines, when the virtual disk turns out to be too small and is enlarged. Sometimes a disk image is written to a USB memory stick, but does not use the full capacity. Here we describe how to resize or _grow_ disk contents to take advantage of increased capacity. Determine the device name of the disk to be resized by inspecting [.filename]#/var/run/dmesg.boot#. In this example, there is only one SATA disk in the system, so the drive will appear as [.filename]#ada0#. List the partitions on the disk to see the current configuration: [source,shell] .... # gpart show ada0 => 34 83886013 ada0 GPT (48G) [CORRUPT] 34 128 1 freebsd-boot (64k) 162 79691648 2 freebsd-ufs (38G) 79691810 4194236 3 freebsd-swap (2G) 83886046 1 - free - (512B) .... [NOTE] ==== If the disk was formatted with the http://en.wikipedia.org/wiki/GUID_Partition_Table[GPT] partitioning scheme, it may show as "corrupted" because the GPT backup partition table is no longer at the end of the drive. Fix the backup partition table with `gpart`: [source,shell] .... # gpart recover ada0 ada0 recovered .... ==== Now the additional space on the disk is available for use by a new partition, or an existing partition can be expanded: [source,shell] .... # gpart show ada0 => 34 102399933 ada0 GPT (48G) 34 128 1 freebsd-boot (64k) 162 79691648 2 freebsd-ufs (38G) 79691810 4194236 3 freebsd-swap (2G) 83886046 18513921 - free - (8.8G) .... Partitions can only be resized into contiguous free space. Here, the last partition on the disk is the swap partition, but the second partition is the one that needs to be resized. Swap partitions only contain temporary data, so it can safely be unmounted, deleted, and then recreate the third partition after resizing the second partition. Disable the swap partition: [source,shell] .... # swapoff /dev/ada0p3 .... Delete the third partition, specified by the `-i` flag, from the disk _ada0_. [source,shell] .... # gpart delete -i 3 ada0 ada0p3 deleted # gpart show ada0 => 34 102399933 ada0 GPT (48G) 34 128 1 freebsd-boot (64k) 162 79691648 2 freebsd-ufs (38G) 79691810 22708157 - free - (10G) .... [WARNING] ==== There is risk of data loss when modifying the partition table of a mounted file system. It is best to perform the following steps on an unmounted file system while running from a live CD-ROM or USB device. However, if absolutely necessary, a mounted file system can be resized after disabling GEOM safety features: [source,shell] .... # sysctl kern.geom.debugflags=16 .... ==== Resize the partition, leaving room to recreate a swap partition of the desired size. The partition to resize is specified with `-i`, and the new desired size with `-s`. Optionally, alignment of the partition is controlled with `-a`. This only modifies the size of the partition. The file system in the partition will be expanded in a separate step. [source,shell] .... # gpart resize -i 2 -s 47G -a 4k ada0 ada0p2 resized # gpart show ada0 => 34 102399933 ada0 GPT (48G) 34 128 1 freebsd-boot (64k) 162 98566144 2 freebsd-ufs (47G) 98566306 3833661 - free - (1.8G) .... Recreate the swap partition and activate it. If no size is specified with `-s`, all remaining space is used: [source,shell] .... # gpart add -t freebsd-swap -a 4k ada0 ada0p3 added # gpart show ada0 => 34 102399933 ada0 GPT (48G) 34 128 1 freebsd-boot (64k) 162 98566144 2 freebsd-ufs (47G) 98566306 3833661 3 freebsd-swap (1.8G) # swapon /dev/ada0p3 .... Grow the UFS file system to use the new capacity of the resized partition: [source,shell] .... # growfs /dev/ada0p2 Device is mounted read-write; resizing will result in temporary write suspension for /. It's strongly recommended to make a backup before growing the file system. OK to grow file system on /dev/ada0p2, mounted on /, from 38GB to 47GB? [Yes/No] Yes super-block backups (for fsck -b #) at: 80781312, 82063552, 83345792, 84628032, 85910272, 87192512, 88474752, 89756992, 91039232, 92321472, 93603712, 94885952, 96168192, 97450432 .... If the file system is ZFS, the resize is triggered by running the `online` subcommand with `-e`: [source,shell] .... # zpool online -e zroot /dev/ada0p2 .... Both the partition and the file system on it have now been resized to use the newly-available disk space. [[usb-disks]] == USB Storage Devices Many external storage solutions, such as hard drives, USB thumbdrives, and CD and DVD burners, use the Universal Serial Bus (USB). FreeBSD provides support for USB 1.x, 2.0, and 3.0 devices. [NOTE] ==== USB 3.0 support is not compatible with some hardware, including Haswell (Lynx point) chipsets. If FreeBSD boots with a `failed with error 19` message, disable xHCI/USB3 in the system BIOS. ==== Support for USB storage devices is built into the [.filename]#GENERIC# kernel. For a custom kernel, be sure that the following lines are present in the kernel configuration file: [.programlisting] .... device scbus # SCSI bus (required for ATA/SCSI) device da # Direct Access (disks) device pass # Passthrough device (direct ATA/SCSI access) device uhci # provides USB 1.x support device ohci # provides USB 1.x support device ehci # provides USB 2.0 support device xhci # provides USB 3.0 support device usb # USB Bus (required) device umass # Disks/Mass storage - Requires scbus and da device cd # needed for CD and DVD burners .... FreeBSD uses the man:umass[4] driver which uses the SCSI subsystem to access USB storage devices. Since any USB device will be seen as a SCSI device by the system, if the USB device is a CD or DVD burner, do _not_ include `device atapicam` in a custom kernel configuration file. The rest of this section demonstrates how to verify that a USB storage device is recognized by FreeBSD and how to configure the device so that it can be used. === Device Configuration To test the USB configuration, plug in the USB device. Use `dmesg` to confirm that the drive appears in the system message buffer. It should look something like this: [source,shell] .... umass0: on usbus0 umass0: SCSI over Bulk-Only; quirks = 0x0100 umass0:4:0:-1: Attached to scbus4 da0 at umass-sim0 bus 0 scbus4 target 0 lun 0 da0: Fixed Direct Access SCSI-4 device da0: Serial Number WD-WXE508CAN263 da0: 40.000MB/s transfers da0: 152627MB (312581808 512 byte sectors: 255H 63S/T 19457C) da0: quirks=0x2 .... The brand, device node ([.filename]#da0#), speed, and size will differ according to the device. Since the USB device is seen as a SCSI one, `camcontrol` can be used to list the USB storage devices attached to the system: [source,shell] .... # camcontrol devlist at scbus4 target 0 lun 0 (pass3,da0) .... Alternately, `usbconfig` can be used to list the device. Refer to man:usbconfig[8] for more information about this command. [source,shell] .... # usbconfig ugen0.3: at usbus0, cfg=0 md=HOST spd=HIGH (480Mbps) pwr=ON (2mA) .... If the device has not been formatted, refer to crossref:disks[disks-adding, Adding Disks] for instructions on how to format and create partitions on the USB drive. If the drive comes with a file system, it can be mounted by `root` using the instructions in crossref:basics[mount-unmount,“Mounting and Unmounting File Systems”]. [WARNING] ==== Allowing untrusted users to mount arbitrary media, by enabling `vfs.usermount` as described below, should not be considered safe from a security point of view. Most file systems were not built to safeguard against malicious devices. ==== To make the device mountable as a normal user, one solution is to make all users of the device a member of the `operator` group using man:pw[8]. Next, ensure that `operator` is able to read and write the device by adding these lines to [.filename]#/etc/devfs.rules#: [.programlisting] .... [localrules=5] add path 'da*' mode 0660 group operator .... [NOTE] ==== If internal SCSI disks are also installed in the system, change the second line as follows: [.programlisting] .... add path 'da[3-9]*' mode 0660 group operator .... This will exclude the first three SCSI disks ([.filename]#da0# to [.filename]#da2#) from belonging to the `operator` group. Replace _3_ with the number of internal SCSI disks. Refer to man:devfs.rules[5] for more information about this file. ==== Next, enable the ruleset in [.filename]#/etc/rc.conf#: [.programlisting] .... devfs_system_ruleset="localrules" .... Then, instruct the system to allow regular users to mount file systems by adding the following line to [.filename]#/etc/sysctl.conf#: [.programlisting] .... vfs.usermount=1 .... Since this only takes effect after the next reboot, use `sysctl` to set this variable now: [source,shell] .... # sysctl vfs.usermount=1 vfs.usermount: 0 -> 1 .... The final step is to create a directory where the file system is to be mounted. This directory needs to be owned by the user that is to mount the file system. One way to do that is for `root` to create a subdirectory owned by that user as [.filename]#/mnt/username#. In the following example, replace _username_ with the login name of the user and _usergroup_ with the user's primary group: [source,shell] .... # mkdir /mnt/username # chown username:usergroup /mnt/username .... Suppose a USB thumbdrive is plugged in, and a device [.filename]#/dev/da0s1# appears. If the device is formatted with a FAT file system, the user can mount it using: [source,shell] .... % mount -t msdosfs -o -m=644,-M=755 /dev/da0s1 /mnt/username .... Before the device can be unplugged, it _must_ be unmounted first: [source,shell] .... % umount /mnt/username .... After device removal, the system message buffer will show messages similar to the following: [source,shell] .... umass0: at uhub3, port 2, addr 3 (disconnected) da0 at umass-sim0 bus 0 scbus4 target 0 lun 0 da0: s/n WD-WXE508CAN263 detached (da0:umass-sim0:0:0:0): Periph destroyed .... === Automounting Removable Media USB devices can be automatically mounted by uncommenting this line in [.filename]#/etc/auto_master#: [source,shell] .... /media -media -nosuid .... Then add these lines to [.filename]#/etc/devd.conf#: [source,shell] .... notify 100 { match "system" "GEOM"; match "subsystem" "DEV"; action "/usr/sbin/automount -c"; }; .... Reload the configuration if man:autofs[5] and man:devd[8] are already running: [source,shell] .... # service automount restart # service devd restart .... man:autofs[5] can be set to start at boot by adding this line to [.filename]#/etc/rc.conf#: [.programlisting] .... autofs_enable="YES" .... man:autofs[5] requires man:devd[8] to be enabled, as it is by default. Start the services immediately with: [source,shell] .... # service automount start # service automountd start # service autounmountd start # service devd start .... Each file system that can be automatically mounted appears as a directory in [.filename]#/media/#. The directory is named after the file system label. If the label is missing, the directory is named after the device node. The file system is transparently mounted on the first access, and unmounted after a period of inactivity. Automounted drives can also be unmounted manually: [source,shell] .... # automount -fu .... This mechanism is typically used for memory cards and USB memory sticks. It can be used with any block device, including optical drives or iSCSILUNs. [[creating-cds]] == Creating and Using CD Media Compact Disc (CD) media provide a number of features that differentiate them from conventional disks. They are designed so that they can be read continuously without delays to move the head between tracks. While CD media do have tracks, these refer to a section of data to be read continuously, and not a physical property of the disk. The ISO 9660 file system was designed to deal with these differences. The FreeBSD Ports Collection provides several utilities for burning and duplicating audio and data CDs. This chapter demonstrates the use of several command line utilities. For CD burning software with a graphical utility, consider installing the package:sysutils/xcdroast[] or package:sysutils/k3b[] packages or ports. [[atapicam]] === Supported Devices The [.filename]#GENERIC# kernel provides support for SCSI, USB, and ATAPICD readers and burners. If a custom kernel is used, the options that need to be present in the kernel configuration file vary by the type of device. For a SCSI burner, make sure these options are present: [.programlisting] .... device scbus # SCSI bus (required for ATA/SCSI) device da # Direct Access (disks) device pass # Passthrough device (direct ATA/SCSI access) device cd # needed for CD and DVD burners .... For a USB burner, make sure these options are present: [.programlisting] .... device scbus # SCSI bus (required for ATA/SCSI) device da # Direct Access (disks) device pass # Passthrough device (direct ATA/SCSI access) device cd # needed for CD and DVD burners device uhci # provides USB 1.x support device ohci # provides USB 1.x support device ehci # provides USB 2.0 support device xhci # provides USB 3.0 support device usb # USB Bus (required) device umass # Disks/Mass storage - Requires scbus and da .... For an ATAPI burner, make sure these options are present: [.programlisting] .... device ata # Legacy ATA/SATA controllers device scbus # SCSI bus (required for ATA/SCSI) device pass # Passthrough device (direct ATA/SCSI access) device cd # needed for CD and DVD burners .... [NOTE] ==== On FreeBSD versions prior to 10.x, this line is also needed in the kernel configuration file if the burner is an ATAPI device: [.programlisting] .... device atapicam .... Alternately, this driver can be loaded at boot time by adding the following line to [.filename]#/boot/loader.conf#: [.programlisting] .... atapicam_load="YES" .... This will require a reboot of the system as this driver can only be loaded at boot time. ==== To verify that FreeBSD recognizes the device, run `dmesg` and look for an entry for the device. On systems prior to 10.x, the device name in the first line of the output will be [.filename]#acd0# instead of [.filename]#cd0#. [source,shell] .... % dmesg | grep cd cd0 at ahcich1 bus 0 scbus1 target 0 lun 0 cd0: Removable CD-ROM SCSI-0 device cd0: Serial Number M3OD3S34152 cd0: 150.000MB/s transfers (SATA 1.x, UDMA6, ATAPI 12bytes, PIO 8192bytes) cd0: Attempt to query device size failed: NOT READY, Medium not present - tray closed .... [[cdrecord]] === Burning a CD In FreeBSD, `cdrecord` can be used to burn CDs. This command is installed with the package:sysutils/cdrtools[] package or port. While `cdrecord` has many options, basic usage is simple. Specify the name of the ISO file to burn and, if the system has multiple burner devices, specify the name of the device to use: [source,shell] .... # cdrecord dev=device imagefile.iso .... To determine the device name of the burner, use `-scanbus` which might produce results like this: [source,shell] .... # cdrecord -scanbus ProDVD-ProBD-Clone 3.00 (amd64-unknown-freebsd10.0) Copyright (C) 1995-2010 Jörg Schilling Using libscg version 'schily-0.9' scsibus0: 0,0,0 0) 'SEAGATE ' 'ST39236LW ' '0004' Disk 0,1,0 1) 'SEAGATE ' 'ST39173W ' '5958' Disk 0,2,0 2) * 0,3,0 3) 'iomega ' 'jaz 1GB ' 'J.86' Removable Disk 0,4,0 4) 'NEC ' 'CD-ROM DRIVE:466' '1.26' Removable CD-ROM 0,5,0 5) * 0,6,0 6) * 0,7,0 7) * scsibus1: 1,0,0 100) * 1,1,0 101) * 1,2,0 102) * 1,3,0 103) * 1,4,0 104) * 1,5,0 105) 'YAMAHA ' 'CRW4260 ' '1.0q' Removable CD-ROM 1,6,0 106) 'ARTEC ' 'AM12S ' '1.06' Scanner 1,7,0 107) * .... Locate the entry for the CD burner and use the three numbers separated by commas as the value for `dev`. In this case, the Yamaha burner device is `1,5,0`, so the appropriate input to specify that device is `dev=1,5,0`. Refer to the manual page for `cdrecord` for other ways to specify this value and for information on writing audio tracks and controlling the write speed. Alternately, run the following command to get the device address of the burner: [source,shell] .... # camcontrol devlist at scbus1 target 0 lun 0 (cd0,pass0) .... Use the numeric values for `scbus`, `target`, and `lun`. For this example, `1,0,0` is the device name to use. [[mkisofs]] === Writing Data to an ISO File System In order to produce a data CD, the data files that are going to make up the tracks on the CD must be prepared before they can be burned to the CD. In FreeBSD, package:sysutils/cdrtools[] installs `mkisofs`, which can be used to produce an ISO 9660 file system that is an image of a directory tree within a UNIX(R) file system. The simplest usage is to specify the name of the ISO file to create and the path to the files to place into the ISO 9660 file system: [source,shell] .... # mkisofs -o imagefile.iso /path/to/tree .... This command maps the file names in the specified path to names that fit the limitations of the standard ISO 9660 file system, and will exclude files that do not meet the standard for ISO file systems. A number of options are available to overcome the restrictions imposed by the standard. In particular, `-R` enables the Rock Ridge extensions common to UNIX(R) systems and `-J` enables Joliet extensions used by Microsoft(R) systems. For CDs that are going to be used only on FreeBSD systems, `-U` can be used to disable all filename restrictions. When used with `-R`, it produces a file system image that is identical to the specified FreeBSD tree, even if it violates the ISO 9660 standard. The last option of general use is `-b`. This is used to specify the location of a boot image for use in producing an "El Torito" bootable CD. This option takes an argument which is the path to a boot image from the top of the tree being written to the CD. By default, `mkisofs` creates an ISO image in "floppy disk emulation" mode, and thus expects the boot image to be exactly 1200, 1440 or 2880 KB in size. Some boot loaders, like the one used by the FreeBSD distribution media, do not use emulation mode. In this case, `-no-emul-boot` should be used. So, if [.filename]#/tmp/myboot# holds a bootable FreeBSD system with the boot image in [.filename]#/tmp/myboot/boot/cdboot#, this command would produce [.filename]#/tmp/bootable.iso#: [source,shell] .... # mkisofs -R -no-emul-boot -b boot/cdboot -o /tmp/bootable.iso /tmp/myboot .... The resulting ISO image can be mounted as a memory disk with: [source,shell] .... # mdconfig -a -t vnode -f /tmp/bootable.iso -u 0 # mount -t cd9660 /dev/md0 /mnt .... One can then verify that [.filename]#/mnt# and [.filename]#/tmp/myboot# are identical. There are many other options available for `mkisofs` to fine-tune its behavior. Refer to man:mkisofs[8] for details. [NOTE] ==== It is possible to copy a data CD to an image file that is functionally equivalent to the image file created with `mkisofs`. To do so, use [.filename]#dd# with the device name as the input file and the name of the ISO to create as the output file: [source,shell] .... # dd if=/dev/cd0 of=file.iso bs=2048 .... The resulting image file can be burned to CD as described in crossref:disks[cdrecord, Burning a CD]. ==== [[mounting-cd]] === Using Data CDs Once an ISO has been burned to a CD, it can be mounted by specifying the file system type, the name of the device containing the CD, and an existing mount point: [source,shell] .... # mount -t cd9660 /dev/cd0 /mnt .... Since `mount` assumes that a file system is of type `ufs`, an `Incorrect super block` error will occur if `-t cd9660` is not included when mounting a data CD. While any data CD can be mounted this way, disks with certain ISO 9660 extensions might behave oddly. For example, Joliet disks store all filenames in two-byte Unicode characters. If some non-English characters show up as question marks, specify the local charset with `-C`. For more information, refer to man:mount_cd9660[8]. [NOTE] ==== In order to do this character conversion with the help of `-C`, the kernel requires the [.filename]#cd9660_iconv.ko# module to be loaded. This can be done either by adding this line to [.filename]#loader.conf#: [.programlisting] .... cd9660_iconv_load="YES" .... and then rebooting the machine, or by directly loading the module with `kldload`. ==== Occasionally, `Device not configured` will be displayed when trying to mount a data CD. This usually means that the CD drive has not detected a disk in the tray, or that the drive is not visible on the bus. It can take a couple of seconds for a CD drive to detect media, so be patient. Sometimes, a SCSICD drive may be missed because it did not have enough time to answer the bus reset. To resolve this, a custom kernel can be created which increases the default SCSI delay. Add the following option to the custom kernel configuration file and rebuild the kernel using the instructions in crossref:kernelconfig[kernelconfig-building,“Building and Installing a Custom Kernel”]: [.programlisting] .... options SCSI_DELAY=15000 .... This tells the SCSI bus to pause 15 seconds during boot, to give the CD drive every possible chance to answer the bus reset. [NOTE] ==== It is possible to burn a file directly to CD, without creating an ISO 9660 file system. This is known as burning a raw data CD and some people do this for backup purposes. This type of disk can not be mounted as a normal data CD. In order to retrieve the data burned to such a CD, the data must be read from the raw device node. For example, this command will extract a compressed tar file located on the second CD device into the current working directory: [source,shell] .... # tar xzvf /dev/cd1 .... In order to mount a data CD, the data must be written using `mkisofs`. ==== [[duplicating-audiocds]] === Duplicating Audio CDs To duplicate an audio CD, extract the audio data from the CD to a series of files, then write these files to a blank CD. -crossref:disks[using-cdrecord] describes how to duplicate and burn an audio CD. +crossref:disks[using-cdrecord, Duplicating an Audio CD] describes how to duplicate and burn an audio CD. If the FreeBSD version is less than 10.0 and the device is ATAPI, the `atapicam` module must be first loaded using the instructions in crossref:disks[atapicam, Supported Devices]. [[using-cdrecord]] [.procedure] .Procedure: Duplicating an Audio CD . The package:sysutils/cdrtools[] package or port installs `cdda2wav`. This command can be used to extract all of the audio tracks, with each track written to a separate WAV file in the current working directory: + [source,shell] .... % cdda2wav -vall -B -Owav .... + A device name does not need to be specified if there is only one CD device on the system. Refer to the `cdda2wav` manual page for instructions on how to specify a device and to learn more about the other options available for this command. . Use `cdrecord` to write the [.filename]#.wav# files: + [source,shell] .... % cdrecord -v dev=2,0 -dao -useinfo *.wav .... + Make sure that _2,0_ is set appropriately, as described in crossref:disks[cdrecord, Burning a CD]. [[creating-dvds]] == Creating and Using DVD Media Compared to the CD, the DVD is the next generation of optical media storage technology. The DVD can hold more data than any CD and is the standard for video publishing. Five physical recordable formats can be defined for a recordable DVD: * DVD-R: This was the first DVD recordable format available. The DVD-R standard is defined by the http://www.dvdforum.org/forum.shtml[DVD Forum]. This format is write once. * DVD-RW: This is the rewritable version of the DVD-R standard. A DVD-RW can be rewritten about 1000 times. * DVD-RAM: This is a rewritable format which can be seen as a removable hard drive. However, this media is not compatible with most DVD-ROM drives and DVD-Video players as only a few DVD writers support the DVD-RAM format. Refer to crossref:disks[creating-dvd-ram, Using a DVD-RAM] for more information on DVD-RAM use. * DVD+RW: This is a rewritable format defined by the https://en.wikipedia.org/wiki/DVD%2BRW_Alliance[DVD+RW Alliance]. A DVD+RW can be rewritten about 1000 times. * DVD+R: This format is the write once variation of the DVD+RW format. A single layer recordable DVD can hold up to 4,700,000,000 bytes which is actually 4.38 GB or 4485 MB as 1 kilobyte is 1024 bytes. [NOTE] ==== A distinction must be made between the physical media and the application. For example, a DVD-Video is a specific file layout that can be written on any recordable DVD physical media such as DVD-R, DVD+R, or DVD-RW. Before choosing the type of media, ensure that both the burner and the DVD-Video player are compatible with the media under consideration. ==== === Configuration To perform DVD recording, use man:growisofs[1]. This command is part of the package:sysutils/dvd+rw-tools[] utilities which support all DVD media types. These tools use the SCSI subsystem to access the devices, therefore crossref:disks[atapicam,ATAPI/CAM support] must be loaded or statically compiled into the kernel. This support is not needed if the burner uses the USB interface. Refer to crossref:disks[usb-disks, USB Storage Devices] for more details on USB device configuration. DMA access must also be enabled for ATAPI devices, by adding the following line to [.filename]#/boot/loader.conf#: [.programlisting] .... hw.ata.atapi_dma="1" .... Before attempting to use dvd+rw-tools, consult the http://fy.chalmers.se/~appro/linux/DVD+RW/hcn.html[Hardware Compatibility Notes]. [NOTE] ==== For a graphical user interface, consider using package:sysutils/k3b[] which provides a user friendly interface to man:growisofs[1] and many other burning tools. ==== === Burning Data DVDs Since man:growisofs[1] is a front-end to crossref:disks[mkisofs,mkisofs], it will invoke man:mkisofs[8] to create the file system layout and perform the write on the DVD. This means that an image of the data does not need to be created before the burning process. To burn to a DVD+R or a DVD-R the data in [.filename]#/path/to/data#, use the following command: [source,shell] .... # growisofs -dvd-compat -Z /dev/cd0 -J -R /path/to/data .... In this example, `-J -R` is passed to man:mkisofs[8] to create an ISO 9660 file system with Joliet and Rock Ridge extensions. Refer to man:mkisofs[8] for more details. For the initial session recording, `-Z` is used for both single and multiple sessions. Replace _/dev/cd0_, with the name of the DVD device. Using `-dvd-compat` indicates that the disk will be closed and that the recording will be unappendable. This should also provide better media compatibility with DVD-ROM drives. To burn a pre-mastered image, such as _imagefile.iso_, use: [source,shell] .... # growisofs -dvd-compat -Z /dev/cd0=imagefile.iso .... The write speed should be detected and automatically set according to the media and the drive being used. To force the write speed, use `-speed=`. Refer to man:growisofs[1] for example usage. [NOTE] ==== In order to support working files larger than 4.38GB, an UDF/ISO-9660 hybrid file system must be created by passing `-udf -iso-level 3` to man:mkisofs[8] and all related programs, such as man:growisofs[1]. This is required only when creating an ISO image file or when writing files directly to a disk. Since a disk created this way must be mounted as an UDF file system with man:mount_udf[8], it will be usable only on an UDF aware operating system. Otherwise it will look as if it contains corrupted files. To create this type of ISO file: [source,shell] .... % mkisofs -R -J -udf -iso-level 3 -o imagefile.iso /path/to/data .... To burn files directly to a disk: [source,shell] .... # growisofs -dvd-compat -udf -iso-level 3 -Z /dev/cd0 -J -R /path/to/data .... When an ISO image already contains large files, no additional options are required for man:growisofs[1] to burn that image on a disk. Be sure to use an up-to-date version of package:sysutils/cdrtools[], which contains man:mkisofs[8], as an older version may not contain large files support. If the latest version does not work, install package:sysutils/cdrtools-devel[] and read its man:mkisofs[8]. ==== === Burning a DVD-Video A DVD-Video is a specific file layout based on the ISO 9660 and micro-UDF (M-UDF) specifications. Since DVD-Video presents a specific data structure hierarchy, a particular program such as package:multimedia/dvdauthor[] is needed to author the DVD. If an image of the DVD-Video file system already exists, it can be burned in the same way as any other image. If `dvdauthor` was used to make the DVD and the result is in [.filename]#/path/to/video#, the following command should be used to burn the DVD-Video: [source,shell] .... # growisofs -Z /dev/cd0 -dvd-video /path/to/video .... `-dvd-video` is passed to man:mkisofs[8] to instruct it to create a DVD-Video file system layout. This option implies the `-dvd-compat` man:growisofs[1] option. === Using a DVD+RW Unlike CD-RW, a virgin DVD+RW needs to be formatted before first use. It is _recommended_ to let man:growisofs[1] take care of this automatically whenever appropriate. However, it is possible to use `dvd+rw-format` to format the DVD+RW: [source,shell] .... # dvd+rw-format /dev/cd0 .... Only perform this operation once and keep in mind that only virgin DVD+RW medias need to be formatted. Once formatted, the DVD+RW can be burned as usual. To burn a totally new file system and not just append some data onto a DVD+RW, the media does not need to be blanked first. Instead, write over the previous recording like this: [source,shell] .... # growisofs -Z /dev/cd0 -J -R /path/to/newdata .... The DVD+RW format supports appending data to a previous recording. This operation consists of merging a new session to the existing one as it is not considered to be multi-session writing. man:growisofs[1] will _grow_ the ISO 9660 file system present on the media. For example, to append data to a DVD+RW, use the following: [source,shell] .... # growisofs -M /dev/cd0 -J -R /path/to/nextdata .... The same man:mkisofs[8] options used to burn the initial session should be used during next writes. [NOTE] ==== Use `-dvd-compat` for better media compatibility with DVD-ROM drives. When using DVD+RW, this option will not prevent the addition of data. ==== To blank the media, use: [source,shell] .... # growisofs -Z /dev/cd0=/dev/zero .... === Using a DVD-RW A DVD-RW accepts two disc formats: incremental sequential and restricted overwrite. By default, DVD-RW discs are in sequential format. A virgin DVD-RW can be directly written without being formatted. However, a non-virgin DVD-RW in sequential format needs to be blanked before writing a new initial session. To blank a DVD-RW in sequential mode: [source,shell] .... # dvd+rw-format -blank=full /dev/cd0 .... [NOTE] ==== A full blanking using `-blank=full` will take about one hour on a 1x media. A fast blanking can be performed using `-blank`, if the DVD-RW will be recorded in Disk-At-Once (DAO) mode. To burn the DVD-RW in DAO mode, use the command: [source,shell] .... # growisofs -use-the-force-luke=dao -Z /dev/cd0=imagefile.iso .... Since man:growisofs[1] automatically attempts to detect fast blanked media and engage DAO write, `-use-the-force-luke=dao` should not be required. One should instead use restricted overwrite mode with any DVD-RW as this format is more flexible than the default of incremental sequential. ==== To write data on a sequential DVD-RW, use the same instructions as for the other DVD formats: [source,shell] .... # growisofs -Z /dev/cd0 -J -R /path/to/data .... To append some data to a previous recording, use `-M` with man:growisofs[1]. However, if data is appended on a DVD-RW in incremental sequential mode, a new session will be created on the disc and the result will be a multi-session disc. A DVD-RW in restricted overwrite format does not need to be blanked before a new initial session. Instead, overwrite the disc with `-Z`. It is also possible to grow an existing ISO 9660 file system written on the disc with `-M`. The result will be a one-session DVD. To put a DVD-RW in restricted overwrite format, the following command must be used: [source,shell] .... # dvd+rw-format /dev/cd0 .... To change back to sequential format, use: [source,shell] .... # dvd+rw-format -blank=full /dev/cd0 .... === Multi-Session Few DVD-ROM drives support multi-session DVDs and most of the time only read the first session. DVD+R, DVD-R and DVD-RW in sequential format can accept multiple sessions. The notion of multiple sessions does not exist for the DVD+RW and the DVD-RW restricted overwrite formats. Using the following command after an initial non-closed session on a DVD+R, DVD-R, or DVD-RW in sequential format, will add a new session to the disc: [source,shell] .... # growisofs -M /dev/cd0 -J -R /path/to/nextdata .... Using this command with a DVD+RW or a DVD-RW in restricted overwrite mode will append data while merging the new session to the existing one. The result will be a single-session disc. Use this method to add data after an initial write on these types of media. [NOTE] ==== Since some space on the media is used between each session to mark the end and start of sessions, one should add sessions with a large amount of data to optimize media space. The number of sessions is limited to 154 for a DVD+R, about 2000 for a DVD-R, and 127 for a DVD+R Double Layer. ==== === For More Information To obtain more information about a DVD, use `dvd+rw-mediainfo _/dev/cd0_` while the disc in the specified drive. More information about dvd+rw-tools can be found in man:growisofs[1], on the http://fy.chalmers.se/~appro/linux/DVD+RW/[dvd+rw-tools web site], and in the http://lists.debian.org/cdwrite/[cdwrite mailing list] archives. [NOTE] ==== When creating a problem report related to the use of dvd+rw-tools, always include the output of `dvd+rw-mediainfo`. ==== [[creating-dvd-ram]] === Using a DVD-RAM DVD-RAM writers can use either a SCSI or ATAPI interface. For ATAPI devices, DMA access has to be enabled by adding the following line to [.filename]#/boot/loader.conf#: [.programlisting] .... hw.ata.atapi_dma="1" .... A DVD-RAM can be seen as a removable hard drive. Like any other hard drive, the DVD-RAM must be formatted before it can be used. In this example, the whole disk space will be formatted with a standard UFS2 file system: [source,shell] .... # dd if=/dev/zero of=/dev/acd0 bs=2k count=1 # bsdlabel -Bw acd0 # newfs /dev/acd0 .... The DVD device, [.filename]#acd0#, must be changed according to the configuration. Once the DVD-RAM has been formatted, it can be mounted as a normal hard drive: [source,shell] .... # mount /dev/acd0 /mnt .... Once mounted, the DVD-RAM will be both readable and writeable. [[floppies]] == Creating and Using Floppy Disks This section explains how to format a 3.5 inch floppy disk in FreeBSD. [.procedure] ==== *Procedure: Steps to Format a Floppy* A floppy disk needs to be low-level formatted before it can be used. This is usually done by the vendor, but formatting is a good way to check media integrity. To low-level format the floppy disk on FreeBSD, use man:fdformat[1]. When using this utility, make note of any error messages, as these can help determine if the disk is good or bad. . To format the floppy, insert a new 3.5 inch floppy disk into the first floppy drive and issue: + [source,shell] .... # /usr/sbin/fdformat -f 1440 /dev/fd0 .... + . After low-level formatting the disk, create a disk label as it is needed by the system to determine the size of the disk and its geometry. The supported geometry values are listed in [.filename]#/etc/disktab#. + To write the disk label, use man:bsdlabel[8]: + [source,shell] .... # /sbin/bsdlabel -B -w /dev/fd0 fd1440 .... + . The floppy is now ready to be high-level formatted with a file system. The floppy's file system can be either UFS or FAT, where FAT is generally a better choice for floppies. + To format the floppy with FAT, issue: + [source,shell] .... # /sbin/newfs_msdos /dev/fd0 .... ==== The disk is now ready for use. To use the floppy, mount it with man:mount_msdosfs[8]. One can also install and use package:emulators/mtools[] from the Ports Collection. [[using-ntfs]] == Using NTFS Disks This section explains how to mount NTFS disks in FreeBSD. NTFS (New Technology File System) is a proprietary journaling file system developed by Microsoft(R). It has been the default file system in Microsoft Windows(R) for many years. FreeBSD can mount NTFS volumes using a FUSE file system. These file systems are implemented as user space programs which interact with the man:fusefs[5] kernel module via a well defined interface. [.procedure] ==== *Procedure: Steps to Mount a NTFS Disk* . Before using a FUSE file system we need to load the man:fusefs[5] kernel module: + [source,shell] .... # kldload fusefs .... + Use man:sysrc[8] to load the module at startup: + [source,shell] .... # sysrc kld_list+=fusefs .... . Install the actual NTFS file system from packages as in the example (see crossref:ports[pkgng-intro,Using pkg for Binary Package Management]) or from ports (see crossref:ports[ports-using,Using the Ports Collection]): + [source,shell] .... # pkg install fusefs-ntfs .... . Last we need to create a directory where the file system will be mounted: + [source,shell] .... # mkdir /mnt/usb .... . Suppose a USB disk is plugged in. The disk partition information can be viewed with man:gpart[8]: + [source,shell] .... # gpart show da0 => 63 1953525105 da0 MBR (932G) 63 1953525105 1 ntfs (932G) .... . We can mount the disk using the following command: + [source,shell] .... # ntfs-3g /dev/da0s1 /mnt/usb/ .... The disk is now ready to use. + . Additionally, an entry can be added to /etc/fstab: + [.programlisting] .... /dev/da0s1 /mnt/usb ntfs mountprog=/usr/local/bin/ntfs-3g,noauto,rw 0 0 .... + Now the disk can be now mounted with: + [source,shell] .... # mount /mnt/usb .... . The disk can be unmounted with: + [source,shell] .... # umount /mnt/usb/ .... ==== [[backup-basics]] == Backup Basics Implementing a backup plan is essential in order to have the ability to recover from disk failure, accidental file deletion, random file corruption, or complete machine destruction, including destruction of on-site backups. The backup type and schedule will vary, depending upon the importance of the data, the granularity needed for file restores, and the amount of acceptable downtime. Some possible backup techniques include: * Archives of the whole system, backed up onto permanent, off-site media. This provides protection against all of the problems listed above, but is slow and inconvenient to restore from, especially for non-privileged users. * File system snapshots, which are useful for restoring deleted files or previous versions of files. * Copies of whole file systems or disks which are synchronized with another system on the network using a scheduled package:net/rsync[]. * Hardware or software RAID, which minimizes or avoids downtime when a disk fails. Typically, a mix of backup techniques is used. For example, one could create a schedule to automate a weekly, full system backup that is stored off-site and to supplement this backup with hourly ZFS snapshots. In addition, one could make a manual backup of individual directories or files before making file edits or deletions. This section describes some of the utilities which can be used to create and manage backups on a FreeBSD system. === File System Backups The traditional UNIX(R) programs for backing up a file system are man:dump[8], which creates the backup, and man:restore[8], which restores the backup. These utilities work at the disk block level, below the abstractions of the files, links, and directories that are created by file systems. Unlike other backup software, `dump` backs up an entire file system and is unable to backup only part of a file system or a directory tree that spans multiple file systems. Instead of writing files and directories, `dump` writes the raw data blocks that comprise files and directories. [NOTE] ==== If `dump` is used on the root directory, it will not back up [.filename]#/home#, [.filename]#/usr#, or many other directories since these are typically mount points for other file systems or symbolic links into those file systems. ==== When used to restore data, `restore` stores temporary files in [.filename]#/tmp/# by default. When using a recovery disk with a small [.filename]#/tmp#, set `TMPDIR` to a directory with more free space for the restore to succeed. When using `dump`, be aware that some quirks remain from its early days in Version 6 of AT&T UNIX(R),circa 1975. The default parameters assume a backup to a 9-track tape, rather than to another type of media or to the high-density tapes available today. These defaults must be overridden on the command line. It is possible to backup a file system across the network to another system or a tape drive attached to another computer. While the man:rdump[8] and man:rrestore[8] utilities can be used for this purpose, they are not considered to be secure. Instead, one can use `dump` and `restore` more securely over an SSH connection. This example creates a full, compressed backup of [.filename]#/usr# and sends the backup file to the specified host over an SSH connection. .Using `dump` over ssh [example] ==== [source,shell] .... # /sbin/dump -0uan -f - /usr | gzip -2 | ssh -c blowfish \ targetuser@targetmachine.example.com dd of=/mybigfiles/dump-usr-l0.gz .... ==== This example sets `RSH` in order to write the backup to a tape drive on a remote system over an SSH connection: .Using `dump` over ssh with `RSH` Set [example] ==== [source,shell] .... # env RSH=/usr/bin/ssh /sbin/dump -0uan -f targetuser@targetmachine.example.com:/dev/sa0 /usr .... ==== [TIP] ==== Systems using the crossref:zfs[,Z file system (ZFS)] can make use of man:zfs[8] for creating snapshots, as well as crossref:zfs[zfs-zfs-send,sending and receiving] them to/from remote systems. ==== === Directory Backups Several built-in utilities are available for backing up and restoring specified files and directories as needed. A good choice for making a backup of all of the files in a directory is man:tar[1]. This utility dates back to Version 6 of AT&T UNIX(R) and by default assumes a recursive backup to a local tape device. Switches can be used to instead specify the name of a backup file. This example creates a compressed backup of the current directory and saves it to [.filename]#/tmp/mybackup.tgz#. When creating a backup file, make sure that the backup is not saved to the same directory that is being backed up. .Backing Up the Current Directory with `tar` [example] ==== [source,shell] .... # tar czvf /tmp/mybackup.tgz . .... ==== To restore the entire backup, `cd` into the directory to restore into and specify the name of the backup. Note that this will overwrite any newer versions of files in the restore directory. When in doubt, restore to a temporary directory or specify the name of the file within the backup to restore. .Restoring Up the Current Directory with `tar` [example] ==== [source,shell] .... # tar xzvf /tmp/mybackup.tgz .... ==== There are dozens of available switches which are described in man:tar[1]. This utility also supports the use of exclude patterns to specify which files should not be included when backing up the specified directory or restoring files from a backup. To create a backup using a specified list of files and directories, man:cpio[1] is a good choice. Unlike `tar`, `cpio` does not know how to walk the directory tree and it must be provided the list of files to backup. For example, a list of files can be created using `ls` or `find`. This example creates a recursive listing of the current directory which is then piped to `cpio` in order to create an output backup file named [.filename]#/tmp/mybackup.cpio#. .Using `ls` and `cpio` to Make a Recursive Backup of the Current Directory [example] ==== [source,shell] .... # ls -R | cpio -ovF /tmp/mybackup.cpio .... ==== A backup utility which tries to bridge the features provided by `tar` and `cpio` is man:pax[1]. Over the years, the various versions of `tar` and `cpio` became slightly incompatible. POSIX(R) created `pax` which attempts to read and write many of the various `cpio` and `tar` formats, plus new formats of its own. The `pax` equivalent to the previous examples would be: .Backing Up the Current Directory with `pax` [example] ==== [source,shell] .... # pax -wf /tmp/mybackup.pax . .... ==== [[backups-tapebackups]] === Using Data Tapes for Backups While tape technology has continued to evolve, modern backup systems tend to combine off-site backups with local removable media. FreeBSD supports any tape drive that uses SCSI, such as LTO or DAT. There is limited support for SATA and USB tape drives. For SCSI tape devices, FreeBSD uses the man:sa[4] driver and the [.filename]#/dev/sa0#, [.filename]#/dev/nsa0#, and [.filename]#/dev/esa0# devices. The physical device name is [.filename]#/dev/sa0#. When [.filename]#/dev/nsa0# is used, the backup application will not rewind the tape after writing a file, which allows writing more than one file to a tape. Using [.filename]#/dev/esa0# ejects the tape after the device is closed. In FreeBSD, `mt` is used to control operations of the tape drive, such as seeking through files on a tape or writing tape control marks to the tape. For example, the first three files on a tape can be preserved by skipping past them before writing a new file: [source,shell] .... # mt -f /dev/nsa0 fsf 3 .... This utility supports many operations. Refer to man:mt[1] for details. To write a single file to tape using `tar`, specify the name of the tape device and the file to backup: [source,shell] .... # tar cvf /dev/sa0 file .... To recover files from a `tar` archive on tape into the current directory: [source,shell] .... # tar xvf /dev/sa0 .... To backup a UFS file system, use `dump`. This examples backs up [.filename]#/usr# without rewinding the tape when finished: [source,shell] .... # dump -0aL -b64 -f /dev/nsa0 /usr .... To interactively restore files from a `dump` file on tape into the current directory: [source,shell] .... # restore -i -f /dev/nsa0 .... [[backups-programs-amanda]] === Third-Party Backup Utilities The FreeBSD Ports Collection provides many third-party utilities which can be used to schedule the creation of backups, simplify tape backup, and make backups easier and more convenient. Many of these applications are client/server based and can be used to automate the backups of a single system or all of the computers in a network. Popular utilities include: * Amanda (package:misc/amanda-server[] and package:misc/amanda-client[]), * Bacula (package:sysutils/bacula13-server[] and package:sysutils/bacula13-client[]), * Bareos (package:sysutils/bareos-server[] and package:sysutils/bareos-client[]), * package:net/rsync[], * package:sysutils/duply[], and * package:sysutils/duplicity[]. === Emergency Recovery In addition to regular backups, it is recommended to perform the following steps as part of an emergency preparedness plan. Create a print copy of the output of the following commands: * `gpart show` * `more /etc/fstab` * `pkg prime-list` * `dmesg` Store this printout and a copy of the installation media in a secure location. Should an emergency restore be needed, boot into the installation media and select `Live CD` to access a rescue shell. This rescue mode can be used to view the current state of the system, and if needed, to reformat disks and restore data from backups. Next, test the rescue shell and the backups. Make notes of the procedure. Store these notes with the media, the printouts, and the backups. These notes may prevent the inadvertent destruction of the backups while under the stress of performing an emergency recovery. For an added measure of security, store the latest backup at a remote location which is physically separated from the computers and disk drives by a significant distance. [[disks-virtual]] == Memory Disks In addition to physical disks, FreeBSD also supports the creation and use of memory disks. One possible use for a memory disk is to access the contents of an ISO file system without the overhead of first burning it to a CD or DVD, then mounting the CD/DVD media. In FreeBSD, the man:md[4] driver is used to provide support for memory disks. The [.filename]#GENERIC# kernel includes this driver. When using a custom kernel configuration file, ensure it includes this line: [.programlisting] .... device md .... [[disks-mdconfig]] === Attaching and Detaching Existing Images To mount an existing file system image, use `mdconfig` to specify the name of the ISO file and a free unit number. Then, refer to that unit number to mount it on an existing mount point. Once mounted, the files in the ISO will appear in the mount point. This example attaches _diskimage.iso_ to the memory device [.filename]#/dev/md0# then mounts that memory device on [.filename]#/mnt#: [source,shell] .... # mdconfig -f diskimage.iso -u 0 # mount -t cd9660 /dev/md0 /mnt .... Notice that `-t cd9660` was used to mount an ISO format. If a unit number is not specified with `-u`, `mdconfig` will automatically allocate an unused memory device and output the name of the allocated unit, such as [.filename]#md4#. Refer to man:mdconfig[8] for more details about this command and its options. When a memory disk is no longer in use, its resources should be released back to the system. First, unmount the file system, then use `mdconfig` to detach the disk from the system and release its resources. To continue this example: [source,shell] .... # umount /mnt # mdconfig -d -u 0 .... To determine if any memory disks are still attached to the system, type `mdconfig -l`. [[disks-md-freebsd5]] === Creating a File- or Memory-Backed Memory Disk FreeBSD also supports memory disks where the storage to use is allocated from either a hard disk or an area of memory. The first method is commonly referred to as a file-backed file system and the second method as a memory-backed file system. Both types can be created using `mdconfig`. To create a new memory-backed file system, specify a type of `swap` and the size of the memory disk to create. Then, format the memory disk with a file system and mount as usual. This example creates a 5M memory disk on unit `1`. That memory disk is then formatted with the UFS file system before it is mounted: [source,shell] .... # mdconfig -a -t swap -s 5m -u 1 # newfs -U md1 /dev/md1: 5.0MB (10240 sectors) block size 16384, fragment size 2048 using 4 cylinder groups of 1.27MB, 81 blks, 192 inodes. with soft updates super-block backups (for fsck -b #) at: 160, 2752, 5344, 7936 # mount /dev/md1 /mnt # df /mnt Filesystem 1K-blocks Used Avail Capacity Mounted on /dev/md1 4718 4 4338 0% /mnt .... To create a new file-backed memory disk, first allocate an area of disk to use. This example creates an empty 5MB file named [.filename]#newimage#: [source,shell] .... # dd if=/dev/zero of=newimage bs=1k count=5k 5120+0 records in 5120+0 records out .... Next, attach that file to a memory disk, label the memory disk and format it with the UFS file system, mount the memory disk, and verify the size of the file-backed disk: [source,shell] .... # mdconfig -f newimage -u 0 # bsdlabel -w md0 auto # newfs -U md0a /dev/md0a: 5.0MB (10224 sectors) block size 16384, fragment size 2048 using 4 cylinder groups of 1.25MB, 80 blks, 192 inodes. super-block backups (for fsck -b #) at: 160, 2720, 5280, 7840 # mount /dev/md0a /mnt # df /mnt Filesystem 1K-blocks Used Avail Capacity Mounted on /dev/md0a 4710 4 4330 0% /mnt .... It takes several commands to create a file- or memory-backed file system using `mdconfig`. FreeBSD also comes with `mdmfs` which automatically configures a memory disk, formats it with the UFS file system, and mounts it. For example, after creating _newimage_ with `dd`, this one command is equivalent to running the `bsdlabel`, `newfs`, and `mount` commands shown above: [source,shell] .... # mdmfs -F newimage -s 5m md0 /mnt .... To instead create a new memory-based memory disk with `mdmfs`, use this one command: [source,shell] .... # mdmfs -s 5m md1 /mnt .... If the unit number is not specified, `mdmfs` will automatically select an unused memory device. For more details about `mdmfs`, refer to man:mdmfs[8]. [[snapshots]] == File System Snapshots FreeBSD offers a feature in conjunction with crossref:config[soft-updates,Soft Updates]: file system snapshots. UFS snapshots allow a user to create images of specified file systems, and treat them as a file. If you are using the crossref:zfs[,Z file system (ZFS)], refer to crossref:zfs[zfs-zfs-snapshot,"Managing Snapshots"] on how to use snapshots. Snapshot files must be created in the file system that the action is performed on, and a user may create no more than 20 snapshots per file system. Active snapshots are recorded in the superblock so they are persistent across unmount and remount operations along with system reboots. When a snapshot is no longer required, it can be removed using man:rm[1]. While snapshots may be removed in any order, all the used space may not be acquired because another snapshot will possibly claim some of the released blocks. The un-alterable `snapshot` file flag is set by man:mksnap_ffs[8] after initial creation of a snapshot file. man:unlink[1] makes an exception for snapshot files since it allows them to be removed. Snapshots are created using man:mount[8]. To place a snapshot of [.filename]#/var# in the file [.filename]#/var/snapshot/snap#, use the following command: [source,shell] .... # mount -u -o snapshot /var/snapshot/snap /var .... Alternatively, use man:mksnap_ffs[8] to create the snapshot: [source,shell] .... # mksnap_ffs /var /var/snapshot/snap .... One can find snapshot files on a file system, such as [.filename]#/var#, using man:find[1]: [source,shell] .... # find /var -flags snapshot .... Once a snapshot has been created, it has several uses: * Some administrators will use a snapshot file for backup purposes, because the snapshot can be transferred to CDs or tape. * The file system integrity checker, man:fsck[8], may be run on the snapshot. Assuming that the file system was clean when it was mounted, this should always provide a clean and unchanging result. * Running man:dump[8] on the snapshot will produce a dump file that is consistent with the file system and the timestamp of the snapshot. man:dump[8] can also take a snapshot, create a dump image, and then remove the snapshot in one command by using `-L`. * The snapshot can be mounted as a frozen image of the file system. To man:mount[8] the snapshot [.filename]#/var/snapshot/snap# run: + [source,shell] .... # mdconfig -a -t vnode -o readonly -f /var/snapshot/snap -u 4 # mount -r /dev/md4 /mnt .... The frozen [.filename]#/var# is now available through [.filename]#/mnt#. Everything will initially be in the same state it was during the snapshot creation time. The only exception is that any earlier snapshots will appear as zero length files. To unmount the snapshot, use: [source,shell] .... # umount /mnt # mdconfig -d -u 4 .... For more information about `softupdates` and file system snapshots, including technical papers, visit Marshall Kirk McKusick's website at http://www.mckusick.com/[http://www.mckusick.com/]. [[quotas]] == Disk Quotas Disk quotas can be used to limit the amount of disk space or the number of files a user or members of a group may allocate on a per-file system basis. This prevents one user or group of users from consuming all of the available disk space. This section describes how to configure disk quotas for the UFS file system. To configure quotas on the ZFS file system, refer to crossref:zfs[zfs-zfs-quota,"Dataset, User, and Group Quotas"] === Enabling Disk Quotas To determine if the FreeBSD kernel provides support for disk quotas: [source,shell] .... % sysctl kern.features.ufs_quota kern.features.ufs_quota: 1 .... In this example, the `1` indicates quota support. If the value is instead `0`, add the following line to a custom kernel configuration file and rebuild the kernel using the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]: [.programlisting] .... options QUOTA .... Next, enable disk quotas in [.filename]#/etc/rc.conf#: [.programlisting] .... quota_enable="YES" .... Normally on bootup, the quota integrity of each file system is checked by man:quotacheck[8]. This program insures that the data in the quota database properly reflects the data on the file system. This is a time consuming process that will significantly affect the time the system takes to boot. To skip this step, add this variable to [.filename]#/etc/rc.conf#: [.programlisting] .... check_quotas="NO" .... Finally, edit [.filename]#/etc/fstab# to enable disk quotas on a per-file system basis. To enable per-user quotas on a file system, add `userquota` to the options field in the [.filename]#/etc/fstab# entry for the file system to enable quotas on. For example: [.programlisting] .... /dev/da1s2g /home ufs rw,userquota 1 2 .... To enable group quotas, use `groupquota` instead. To enable both user and group quotas, separate the options with a comma: [.programlisting] .... /dev/da1s2g /home ufs rw,userquota,groupquota 1 2 .... By default, quota files are stored in the root directory of the file system as [.filename]#quota.user# and [.filename]#quota.group#. Refer to man:fstab[5] for more information. Specifying an alternate location for the quota files is not recommended. Once the configuration is complete, reboot the system and [.filename]#/etc/rc# will automatically run the appropriate commands to create the initial quota files for all of the quotas enabled in [.filename]#/etc/fstab#. In the normal course of operations, there should be no need to manually run man:quotacheck[8], man:quotaon[8], or man:quotaoff[8]. However, one should read these manual pages to be familiar with their operation. === Setting Quota Limits To verify that quotas are enabled, run: [source,shell] .... # quota -v .... There should be a one line summary of disk usage and current quota limits for each file system that quotas are enabled on. The system is now ready to be assigned quota limits with `edquota`. Several options are available to enforce limits on the amount of disk space a user or group may allocate, and how many files they may create. Allocations can be limited based on disk space (block quotas), number of files (inode quotas), or a combination of both. Each limit is further broken down into two categories: hard and soft limits. A hard limit may not be exceeded. Once a user reaches a hard limit, no further allocations can be made on that file system by that user. For example, if the user has a hard limit of 500 kbytes on a file system and is currently using 490 kbytes, the user can only allocate an additional 10 kbytes. Attempting to allocate an additional 11 kbytes will fail. Soft limits can be exceeded for a limited amount of time, known as the grace period, which is one week by default. If a user stays over their limit longer than the grace period, the soft limit turns into a hard limit and no further allocations are allowed. When the user drops back below the soft limit, the grace period is reset. In the following example, the quota for the `test` account is being edited. When `edquota` is invoked, the editor specified by `EDITOR` is opened in order to edit the quota limits. The default editor is set to vi. [source,shell] .... # edquota -u test Quotas for user test: /usr: kbytes in use: 65, limits (soft = 50, hard = 75) inodes in use: 7, limits (soft = 50, hard = 60) /usr/var: kbytes in use: 0, limits (soft = 50, hard = 75) inodes in use: 0, limits (soft = 50, hard = 60) .... There are normally two lines for each file system that has quotas enabled. One line represents the block limits and the other represents the inode limits. Change the value to modify the quota limit. For example, to raise the block limit on [.filename]#/usr# to a soft limit of `500` and a hard limit of `600`, change the values in that line as follows: [.programlisting] .... /usr: kbytes in use: 65, limits (soft = 500, hard = 600) .... The new quota limits take effect upon exiting the editor. Sometimes it is desirable to set quota limits on a range of users. This can be done by first assigning the desired quota limit to a user. Then, use `-p` to duplicate that quota to a specified range of user IDs (UIDs). The following command will duplicate those quota limits for UIDs `10,000` through `19,999`: [source,shell] .... # edquota -p test 10000-19999 .... For more information, refer to man:edquota[8]. === Checking Quota Limits and Disk Usage To check individual user or group quotas and disk usage, use man:quota[1]. A user may only examine their own quota and the quota of a group they are a member of. Only the superuser may view all user and group quotas. To get a summary of all quotas and disk usage for file systems with quotas enabled, use man:repquota[8]. Normally, file systems that the user is not using any disk space on will not show in the output of `quota`, even if the user has a quota limit assigned for that file system. Use `-v` to display those file systems. The following is sample output from `quota -v` for a user that has quota limits on two file systems. [.programlisting] .... Disk quotas for user test (uid 1002): Filesystem usage quota limit grace files quota limit grace /usr 65* 50 75 5days 7 50 60 /usr/var 0 50 75 0 50 60 .... In this example, the user is currently 15 kbytes over the soft limit of 50 kbytes on [.filename]#/usr# and has 5 days of grace period left. The asterisk `*` indicates that the user is currently over the quota limit. === Quotas over NFS Quotas are enforced by the quota subsystem on the NFS server. The man:rpc.rquotad[8] daemon makes quota information available to `quota` on NFS clients, allowing users on those machines to see their quota statistics. On the NFS server, enable `rpc.rquotad` by removing the `+#+` from this line in [.filename]*/etc/inetd.conf*: [.programlisting] .... rquotad/1 dgram rpc/udp wait root /usr/libexec/rpc.rquotad rpc.rquotad .... Then, restart `inetd`: [source,shell] .... # service inetd restart .... [[disks-encrypting]] == Encrypting Disk Partitions FreeBSD offers excellent online protections against unauthorized data access. File permissions and crossref:mac[mac,Mandatory Access Control] (MAC) help prevent unauthorized users from accessing data while the operating system is active and the computer is powered up. However, the permissions enforced by the operating system are irrelevant if an attacker has physical access to a computer and can move the computer's hard drive to another system to copy and analyze the data. Regardless of how an attacker may have come into possession of a hard drive or powered-down computer, the GEOM-based cryptographic subsystems built into FreeBSD are able to protect the data on the computer's file systems against even highly-motivated attackers with significant resources. Unlike encryption methods that encrypt individual files, the built-in `gbde` and `geli` utilities can be used to transparently encrypt entire file systems. No cleartext ever touches the hard drive's platter. This chapter demonstrates how to create an encrypted file system on FreeBSD. It first demonstrates the process using `gbde` and then demonstrates the same example using `geli`. === Disk Encryption with gbde The objective of the man:gbde[4] facility is to provide a formidable challenge for an attacker to gain access to the contents of a _cold_ storage device. However, if the computer is compromised while up and running and the storage device is actively attached, or the attacker has access to a valid passphrase, it offers no protection to the contents of the storage device. Thus, it is important to provide physical security while the system is running and to protect the passphrase used by the encryption mechanism. This facility provides several barriers to protect the data stored in each disk sector. It encrypts the contents of a disk sector using 128-bit AES in CBC mode. Each sector on the disk is encrypted with a different AES key. For more information on the cryptographic design, including how the sector keys are derived from the user-supplied passphrase, refer to man:gbde[4]. FreeBSD provides a kernel module for gbde which can be loaded with this command: [source,shell] .... # kldload geom_bde .... If using a custom kernel configuration file, ensure it contains this line: `options GEOM_BDE` The following example demonstrates adding a new hard drive to a system that will hold a single encrypted partition that will be mounted as [.filename]#/private#. [.procedure] .Procedure: Encrypting a Partition with gbde . Add the New Hard Drive + Install the new drive to the system as explained in crossref:disks[disks-adding, Adding Disks]. For the purposes of this example, a new hard drive partition has been added as [.filename]#/dev/ad4s1c# and [.filename]#/dev/ad0s1*# represents the existing standard FreeBSD partitions. + [source,shell] .... # ls /dev/ad* /dev/ad0 /dev/ad0s1b /dev/ad0s1e /dev/ad4s1 /dev/ad0s1 /dev/ad0s1c /dev/ad0s1f /dev/ad4s1c /dev/ad0s1a /dev/ad0s1d /dev/ad4 .... . Create a Directory to Hold `gbde` Lock Files + [source,shell] .... # mkdir /etc/gbde .... + The gbde lock file contains information that gbde requires to access encrypted partitions. Without access to the lock file, gbde will not be able to decrypt the data contained in the encrypted partition without significant manual intervention which is not supported by the software. Each encrypted partition uses a separate lock file. . Initialize the `gbde` Partition + A gbde partition must be initialized before it can be used. This initialization needs to be performed only once. This command will open the default editor, in order to set various configuration options in a template. For use with the UFS file system, set the sector_size to 2048: + [source,shell] .... # gbde init /dev/ad4s1c -i -L /etc/gbde/ad4s1c.lock # # Sector size is the smallest unit of data which can be read or written. # Making it too small decreases performance and decreases available space. # Making it too large may prevent filesystems from working. 512 is the # minimum and always safe. For UFS, use the fragment size # sector_size = 2048 [...] .... + Once the edit is saved, the user will be asked twice to type the passphrase used to secure the data. The passphrase must be the same both times. The ability of gbde to protect data depends entirely on the quality of the passphrase. For tips on how to select a secure passphrase that is easy to remember, see http://world.std.com/\~reinhold/diceware.html[http://world.std.com/~reinhold/diceware.htm]. + This initialization creates a lock file for the gbde partition. In this example, it is stored as [.filename]#/etc/gbde/ad4s1c.lock#. Lock files must end in ".lock" in order to be correctly detected by the [.filename]#/etc/rc.d/gbde# start up script. + [CAUTION] ==== Lock files _must_ be backed up together with the contents of any encrypted partitions. Without the lock file, the legitimate owner will be unable to access the data on the encrypted partition. ==== . Attach the Encrypted Partition to the Kernel + [source,shell] .... # gbde attach /dev/ad4s1c -l /etc/gbde/ad4s1c.lock .... + This command will prompt to input the passphrase that was selected during the initialization of the encrypted partition. The new encrypted device will appear in [.filename]#/dev# as [.filename]#/dev/device_name.bde#: + [source,shell] .... # ls /dev/ad* /dev/ad0 /dev/ad0s1b /dev/ad0s1e /dev/ad4s1 /dev/ad0s1 /dev/ad0s1c /dev/ad0s1f /dev/ad4s1c /dev/ad0s1a /dev/ad0s1d /dev/ad4 /dev/ad4s1c.bde .... . Create a File System on the Encrypted Device + Once the encrypted device has been attached to the kernel, a file system can be created on the device. This example creates a UFS file system with soft updates enabled. Be sure to specify the partition which has a [.filename]#*.bde# extension: + [source,shell] .... # newfs -U /dev/ad4s1c.bde .... . Mount the Encrypted Partition + Create a mount point and mount the encrypted file system: + [source,shell] .... # mkdir /private # mount /dev/ad4s1c.bde /private .... . Verify That the Encrypted File System is Available + The encrypted file system should now be visible and available for use: + [source,shell] .... % df -H Filesystem Size Used Avail Capacity Mounted on /dev/ad0s1a 1037M 72M 883M 8% / /devfs 1.0K 1.0K 0B 100% /dev /dev/ad0s1f 8.1G 55K 7.5G 0% /home /dev/ad0s1e 1037M 1.1M 953M 0% /tmp /dev/ad0s1d 6.1G 1.9G 3.7G 35% /usr /dev/ad4s1c.bde 150G 4.1K 138G 0% /private .... After each boot, any encrypted file systems must be manually re-attached to the kernel, checked for errors, and mounted, before the file systems can be used. To configure these steps, add the following lines to [.filename]#/etc/rc.conf#: [.programlisting] .... gbde_autoattach_all="YES" gbde_devices="ad4s1c" gbde_lockdir="/etc/gbde" .... This requires that the passphrase be entered at the console at boot time. After typing the correct passphrase, the encrypted partition will be mounted automatically. Additional gbde boot options are available and listed in man:rc.conf[5]. [NOTE] ==== sysinstall is incompatible with gbde-encrypted devices. All [.filename]#*.bde# devices must be detached from the kernel before starting sysinstall or it will crash during its initial probing for devices. To detach the encrypted device used in the example, use the following command: [source,shell] .... # gbde detach /dev/ad4s1c .... ==== [[disks-encrypting-geli]] === Disk Encryption with `geli` An alternative cryptographic GEOM class is available using `geli`. This control utility adds some features and uses a different scheme for doing cryptographic work. It provides the following features: * Utilizes the man:crypto[9] framework and automatically uses cryptographic hardware when it is available. * Supports multiple cryptographic algorithms such as AES-XTS, AES-CBC, and Camellia-CBCAES. * Allows the root partition to be encrypted. The passphrase used to access the encrypted root partition will be requested during system boot. * Allows the use of two independent keys. * It is fast as it performs simple sector-to-sector encryption. * Allows backup and restore of master keys. If a user destroys their keys, it is still possible to get access to the data by restoring keys from the backup. * Allows a disk to attach with a random, one-time key which is useful for swap partitions and temporary file systems. More features and usage examples can be found in man:geli[8]. The following example describes how to generate a key file which will be used as part of the master key for the encrypted provider mounted under [.filename]#/private#. The key file will provide some random data used to encrypt the master key. The master key will also be protected by a passphrase. The provider's sector size will be 4kB. The example describes how to attach to the `geli` provider, create a file system on it, mount it, work with it, and finally, how to detach it. [.procedure] .Procedure: Encrypting a Partition with `geli` . Load `geli` Support + Support for `geli` is available as a loadable kernel module. To configure the system to automatically load the module at boot time, add the following line to [.filename]#/boot/loader.conf#: + [.programlisting] .... geom_eli_load="YES" .... + To load the kernel module now: + [source,shell] .... # kldload geom_eli .... + For a custom kernel, ensure the kernel configuration file contains these lines: + [.programlisting] .... options GEOM_ELI device crypto .... . Generate the Master Key + The following commands generate a master key that all data will be encrypted with. This key can never be changed. Rather than using it directly, it is encrypted with one or more user keys. The user keys are made up of an optional combination of random bytes from a file, [.filename]#/root/da2.key#, and/or a passphrase. In this case, the data source for the key file is [.filename]#/dev/random#. This command also configures the sector size of the provider ([.filename]#/dev/da2.eli#) as 4kB, for better performance: + [source,shell] .... # dd if=/dev/random of=/root/da2.key bs=64 count=1 # geli init -K /root/da2.key -s 4096 /dev/da2 Enter new passphrase: Reenter new passphrase: .... + It is not mandatory to use both a passphrase and a key file as either method of securing the master key can be used in isolation. + If the key file is given as "-", standard input will be used. For example, this command generates three key files: + [source,shell] .... # cat keyfile1 keyfile2 keyfile3 | geli init -K - /dev/da2 .... . Attach the Provider with the Generated Key + To attach the provider, specify the key file, the name of the disk, and the passphrase: + [source,shell] .... # geli attach -k /root/da2.key /dev/da2 Enter passphrase: .... + This creates a new device with an [.filename]#.eli# extension: + [source,shell] .... # ls /dev/da2* /dev/da2 /dev/da2.eli .... . Create the New File System + Next, format the device with the UFS file system and mount it on an existing mount point: + [source,shell] .... # dd if=/dev/random of=/dev/da2.eli bs=1m # newfs /dev/da2.eli # mount /dev/da2.eli /private .... + The encrypted file system should now be available for use: + [source,shell] .... # df -H Filesystem Size Used Avail Capacity Mounted on /dev/ad0s1a 248M 89M 139M 38% / /devfs 1.0K 1.0K 0B 100% /dev /dev/ad0s1f 7.7G 2.3G 4.9G 32% /usr /dev/ad0s1d 989M 1.5M 909M 0% /tmp /dev/ad0s1e 3.9G 1.3G 2.3G 35% /var /dev/da2.eli 150G 4.1K 138G 0% /private .... Once the work on the encrypted partition is done, and the [.filename]#/private# partition is no longer needed, it is prudent to put the device into cold storage by unmounting and detaching the `geli` encrypted partition from the kernel: [source,shell] .... # umount /private # geli detach da2.eli .... An [.filename]#rc.d# script is provided to simplify the mounting of `geli`-encrypted devices at boot time. For this example, add these lines to [.filename]#/etc/rc.conf#: [.programlisting] .... geli_devices="da2" geli_da2_flags="-k /root/da2.key" .... This configures [.filename]#/dev/da2# as a `geli` provider with a master key of [.filename]#/root/da2.key#. The system will automatically detach the provider from the kernel before the system shuts down. During the startup process, the script will prompt for the passphrase before attaching the provider. Other kernel messages might be shown before and after the password prompt. If the boot process seems to stall, look carefully for the password prompt among the other messages. Once the correct passphrase is entered, the provider is attached. The file system is then mounted, typically by an entry in [.filename]#/etc/fstab#. Refer to crossref:basics[mount-unmount,“Mounting and Unmounting File Systems”] for instructions on how to configure a file system to mount at boot time. [[swap-encrypting]] == Encrypting Swap Like the encryption of disk partitions, encryption of swap space is used to protect sensitive information. Consider an application that deals with passwords. As long as these passwords stay in physical memory, they are not written to disk and will be cleared after a reboot. However, if FreeBSD starts swapping out memory pages to free space, the passwords may be written to the disk unencrypted. Encrypting swap space can be a solution for this scenario. This section demonstrates how to configure an encrypted swap partition using man:gbde[8] or man:geli[8] encryption. It assumes that [.filename]#/dev/ada0s1b# is the swap partition. === Configuring Encrypted Swap Swap partitions are not encrypted by default and should be cleared of any sensitive data before continuing. To overwrite the current swap partition with random garbage, execute the following command: [source,shell] .... # dd if=/dev/random of=/dev/ada0s1b bs=1m .... To encrypt the swap partition using man:gbde[8], add the `.bde` suffix to the swap line in [.filename]#/etc/fstab#: [.programlisting] .... # Device Mountpoint FStype Options Dump Pass# /dev/ada0s1b.bde none swap sw 0 0 .... To instead encrypt the swap partition using man:geli[8], use the `.eli` suffix: [.programlisting] .... # Device Mountpoint FStype Options Dump Pass# /dev/ada0s1b.eli none swap sw 0 0 .... By default, man:geli[8] uses the AES algorithm with a key length of 128 bits. Normally the default settings will suffice. If desired, these defaults can be altered in the options field in [.filename]#/etc/fstab#. The possible flags are: aalgo:: Data integrity verification algorithm used to ensure that the encrypted data has not been tampered with. See man:geli[8] for a list of supported algorithms. ealgo:: Encryption algorithm used to protect the data. See man:geli[8] for a list of supported algorithms. keylen:: The length of the key used for the encryption algorithm. See man:geli[8] for the key lengths that are supported by each encryption algorithm. sectorsize:: The size of the blocks data is broken into before it is encrypted. Larger sector sizes increase performance at the cost of higher storage overhead. The recommended size is 4096 bytes. This example configures an encrypted swap partition using the AES-XTS algorithm with a key length of 128 bits and a sectorsize of 4 kilobytes: [.programlisting] .... # Device Mountpoint FStype Options Dump Pass# /dev/ada0s1b.eli none swap sw,ealgo=AES-XTS,keylen=128,sectorsize=4096 0 0 .... === Encrypted Swap Verification Once the system has rebooted, proper operation of the encrypted swap can be verified using `swapinfo`. If man:gbde[8] is being used: [source,shell] .... % swapinfo Device 1K-blocks Used Avail Capacity /dev/ada0s1b.bde 542720 0 542720 0 .... If man:geli[8] is being used: [source,shell] .... % swapinfo Device 1K-blocks Used Avail Capacity /dev/ada0s1b.eli 542720 0 542720 0 .... [[disks-hast]] == Highly Available Storage (HAST) High availability is one of the main requirements in serious business applications and highly-available storage is a key component in such environments. In FreeBSD, the Highly Available STorage (HAST) framework allows transparent storage of the same data across several physically separated machines connected by a TCP/IP network. HAST can be understood as a network-based RAID1 (mirror), and is similar to the DRBD(R) storage system used in the GNU/Linux(R) platform. In combination with other high-availability features of FreeBSD like CARP, HAST makes it possible to build a highly-available storage cluster that is resistant to hardware failures. The following are the main features of HAST: * Can be used to mask I/O errors on local hard drives. * File system agnostic as it works with any file system supported by FreeBSD. * Efficient and quick resynchronization as only the blocks that were modified during the downtime of a node are synchronized. * Can be used in an already deployed environment to add additional redundancy. * Together with CARP, Heartbeat, or other tools, it can be used to build a robust and durable storage system. After reading this section, you will know: * What HAST is, how it works, and which features it provides. * How to set up and use HAST on FreeBSD. * How to integrate CARP and man:devd[8] to build a robust storage system. Before reading this section, you should: * Understand UNIX(R) and FreeBSD basics (crossref:basics[basics,FreeBSD Basics]). * Know how to configure network interfaces and other core FreeBSD subsystems (crossref:config[config-tuning,Configuration and Tuning]). * Have a good understanding of FreeBSD networking (crossref:partiv[network-communication,"Network Communication"]). The HAST project was sponsored by The FreeBSD Foundation with support from http://www.omc.net/[http://www.omc.net/] and http://www.transip.nl/[http://www.transip.nl/]. === HAST Operation HAST provides synchronous block-level replication between two physical machines: the _primary_ node and the _secondary_ node. These two machines together are referred to as a cluster. Since HAST works in a primary-secondary configuration, it allows only one of the cluster nodes to be active at any given time. The primary node, also called _active_, is the one which will handle all the I/O requests to HAST-managed devices. The secondary node is automatically synchronized from the primary node. The physical components of the HAST system are the local disk on primary node, and the disk on the remote, secondary node. HAST operates synchronously on a block level, making it transparent to file systems and applications. HAST provides regular GEOM providers in [.filename]#/dev/hast/# for use by other tools or applications. There is no difference between using HAST-provided devices and raw disks or partitions. Each write, delete, or flush operation is sent to both the local disk and to the remote disk over TCP/IP. Each read operation is served from the local disk, unless the local disk is not up-to-date or an I/O error occurs. In such cases, the read operation is sent to the secondary node. HAST tries to provide fast failure recovery. For this reason, it is important to reduce synchronization time after a node's outage. To provide fast synchronization, HAST manages an on-disk bitmap of dirty extents and only synchronizes those during a regular synchronization, with an exception of the initial sync. There are many ways to handle synchronization. HAST implements several replication modes to handle different synchronization methods: * _memsync_: This mode reports a write operation as completed when the local write operation is finished and when the remote node acknowledges data arrival, but before actually storing the data. The data on the remote node will be stored directly after sending the acknowledgement. This mode is intended to reduce latency, but still provides good reliability. This mode is the default. * _fullsync_: This mode reports a write operation as completed when both the local write and the remote write complete. This is the safest and the slowest replication mode. * _async_: This mode reports a write operation as completed when the local write completes. This is the fastest and the most dangerous replication mode. It should only be used when replicating to a distant node where latency is too high for other modes. === HAST Configuration The HAST framework consists of several components: * The man:hastd[8] daemon which provides data synchronization. When this daemon is started, it will automatically load `geom_gate.ko`. * The userland management utility, man:hastctl[8]. * The man:hast.conf[5] configuration file. This file must exist before starting hastd. Users who prefer to statically build `GEOM_GATE` support into the kernel should add this line to the custom kernel configuration file, then rebuild the kernel using the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]: [.programlisting] .... options GEOM_GATE .... The following example describes how to configure two nodes in primary-secondary operation using HAST to replicate the data between the two. The nodes will be called `hasta`, with an IP address of `172.16.0.1`, and `hastb`, with an IP address of `172.16.0.2`. Both nodes will have a dedicated hard drive [.filename]#/dev/ad6# of the same size for HAST operation. The HAST pool, sometimes referred to as a resource or the GEOM provider in [.filename]#/dev/hast/#, will be called `test`. Configuration of HAST is done using [.filename]#/etc/hast.conf#. This file should be identical on both nodes. The simplest configuration is: [.programlisting] .... resource test { on hasta { local /dev/ad6 remote 172.16.0.2 } on hastb { local /dev/ad6 remote 172.16.0.1 } } .... For more advanced configuration, refer to man:hast.conf[5]. [TIP] ==== It is also possible to use host names in the `remote` statements if the hosts are resolvable and defined either in [.filename]#/etc/hosts# or in the local DNS. ==== Once the configuration exists on both nodes, the HAST pool can be created. Run these commands on both nodes to place the initial metadata onto the local disk and to start man:hastd[8]: [source,shell] .... # hastctl create test # service hastd onestart .... [NOTE] ==== It is _not_ possible to use GEOM providers with an existing file system or to convert an existing storage to a HAST-managed pool. This procedure needs to store some metadata on the provider and there will not be enough required space available on an existing provider. ==== A HAST node's `primary` or `secondary` role is selected by an administrator, or software like Heartbeat, using man:hastctl[8]. On the primary node, `hasta`, issue this command: [source,shell] .... # hastctl role primary test .... Run this command on the secondary node, `hastb`: [source,shell] .... # hastctl role secondary test .... Verify the result by running `hastctl` on each node: [source,shell] .... # hastctl status test .... Check the `status` line in the output. If it says `degraded`, something is wrong with the configuration file. It should say `complete` on each node, meaning that the synchronization between the nodes has started. The synchronization completes when `hastctl status` reports 0 bytes of `dirty` extents. The next step is to create a file system on the GEOM provider and mount it. This must be done on the `primary` node. Creating the file system can take a few minutes, depending on the size of the hard drive. This example creates a UFS file system on [.filename]#/dev/hast/test#: [source,shell] .... # newfs -U /dev/hast/test # mkdir /hast/test # mount /dev/hast/test /hast/test .... Once the HAST framework is configured properly, the final step is to make sure that HAST is started automatically during system boot. Add this line to [.filename]#/etc/rc.conf#: [.programlisting] .... hastd_enable="YES" .... ==== Failover Configuration The goal of this example is to build a robust storage system which is resistant to the failure of any given node. If the primary node fails, the secondary node is there to take over seamlessly, check and mount the file system, and continue to work without missing a single bit of data. To accomplish this task, the Common Address Redundancy Protocol (CARP) is used to provide for automatic failover at the IP layer. CARP allows multiple hosts on the same network segment to share an IP address. Set up CARP on both nodes of the cluster according to the documentation available in crossref:advanced-networking[carp,“Common Address Redundancy Protocol (CARP)”]. In this example, each node will have its own management IP address and a shared IP address of _172.16.0.254_. The primary HAST node of the cluster must be the primary CARP node. The HAST pool created in the previous section is now ready to be exported to the other hosts on the network. This can be accomplished by exporting it through NFS or Samba, using the shared IP address _172.16.0.254_. The only problem which remains unresolved is an automatic failover should the primary node fail. In the event of CARP interfaces going up or down, the FreeBSD operating system generates a man:devd[8] event, making it possible to watch for state changes on the CARP interfaces. A state change on the CARP interface is an indication that one of the nodes failed or came back online. These state change events make it possible to run a script which will automatically handle the HAST failover. To catch state changes on the CARP interfaces, add this configuration to [.filename]#/etc/devd.conf# on each node, while replacing `` with the virtual host id and `` with the associated interface name: [.programlisting] .... notify 30 { match "system" "CARP"; match "subsystem" "@"; match "type" "MASTER"; action "/usr/local/sbin/carp-hast-switch primary"; }; notify 30 { match "system" "CARP"; match "subsystem" "@"; match "type" "BACKUP"; action "/usr/local/sbin/carp-hast-switch secondary"; }; .... Restart man:devd[8] on both nodes to put the new configuration into effect: [source,shell] .... # service devd restart .... When the specified interface state changes by going up or down , the system generates a notification, allowing the man:devd[8] subsystem to run the specified automatic failover script, [.filename]#/usr/local/sbin/carp-hast-switch#. For further clarification about this configuration, refer to man:devd.conf[5]. Here is an example of an automated failover script: [.programlisting] .... #!/bin/sh # Original script by Freddie Cash # Modified by Michael W. Lucas # and Viktor Petersson # The names of the HAST resources, as listed in /etc/hast.conf resources="test" # delay in mounting HAST resource after becoming primary # make your best guess delay=3 # logging log="local0.debug" name="carp-hast" # end of user configurable stuff case "$1" in primary) logger -p $log -t $name "Switching to primary provider for ${resources}." sleep ${delay} # Wait for any "hastd secondary" processes to stop for disk in ${resources}; do while $( pgrep -lf "hastd: ${disk} \(secondary\)" > /dev/null 2>&1 ); do sleep 1 done # Switch role for each disk hastctl role primary ${disk} if [ $? -ne 0 ]; then logger -p $log -t $name "Unable to change role to primary for resource ${disk}." exit 1 fi done # Wait for the /dev/hast/* devices to appear for disk in ${resources}; do for I in $( jot 60 ); do [ -c "/dev/hast/${disk}" ] && break sleep 0.5 done if [ ! -c "/dev/hast/${disk}" ]; then logger -p $log -t $name "GEOM provider /dev/hast/${disk} did not appear." exit 1 fi done logger -p $log -t $name "Role for HAST resources ${resources} switched to primary." logger -p $log -t $name "Mounting disks." for disk in ${resources}; do mkdir -p /hast/${disk} fsck -p -y -t ufs /dev/hast/${disk} mount /dev/hast/${disk} /hast/${disk} done ;; secondary) logger -p $log -t $name "Switching to secondary provider for ${resources}." # Switch roles for the HAST resources for disk in ${resources}; do if ! mount | grep -q "^/dev/hast/${disk} on " then else umount -f /hast/${disk} fi sleep $delay hastctl role secondary ${disk} 2>&1 if [ $? -ne 0 ]; then logger -p $log -t $name "Unable to switch role to secondary for resource ${disk}." exit 1 fi logger -p $log -t $name "Role switched to secondary for resource ${disk}." done ;; esac .... In a nutshell, the script takes these actions when a node becomes primary: * Promotes the HAST pool to primary on the other node. * Checks the file system under the HAST pool. * Mounts the pool. When a node becomes secondary: * Unmounts the HAST pool. * Degrades the HAST pool to secondary. [CAUTION] ==== This is just an example script which serves as a proof of concept. It does not handle all the possible scenarios and can be extended or altered in any way, for example, to start or stop required services. ==== [TIP] ==== For this example, a standard UFS file system was used. To reduce the time needed for recovery, a journal-enabled UFS or ZFS file system can be used instead. ==== Instead of using the highly available storage locally, it can also be shared to other computers on a network via crossref:network-servers[network-nfs,NFS], crossref:network-servers[network-iscsi,iSCSI], man:sshfs[1], or programs in ports (i.e. package:net/samba419[]). More detailed information with additional examples can be found at http://wiki.FreeBSD.org/HAST[http://wiki.FreeBSD.org/HAST]. === Troubleshooting HAST should generally work without issues. However, as with any other software product, there may be times when it does not work as supposed. The sources of the problems may be different, but the rule of thumb is to ensure that the time is synchronized between the nodes of the cluster. When troubleshooting HAST, the debugging level of man:hastd[8] should be increased by starting `hastd` with `-d`. This argument may be specified multiple times to further increase the debugging level. Consider also using `-F`, which starts `hastd` in the foreground. [[disks-hast-sb]] ==== Recovering from the Split-brain Condition _Split-brain_ occurs when the nodes of the cluster are unable to communicate with each other, and both are configured as primary. This is a dangerous condition because it allows both nodes to make incompatible changes to the data. This problem must be corrected manually by the system administrator. The administrator must either decide which node has more important changes, or perform the merge manually. Then, let HAST perform full synchronization of the node which has the broken data. To do this, issue these commands on the node which needs to be resynchronized: [source,shell] .... # hastctl role init test # hastctl create test # hastctl role secondary test .... diff --git a/documentation/content/en/books/handbook/firewalls/_index.adoc b/documentation/content/en/books/handbook/firewalls/_index.adoc index 9d4afc7f34..0075506a6a 100644 --- a/documentation/content/en/books/handbook/firewalls/_index.adoc +++ b/documentation/content/en/books/handbook/firewalls/_index.adoc @@ -1,2691 +1,2691 @@ --- title: Chapter 33. Firewalls part: IV. Network Communication prev: books/handbook/network-servers next: books/handbook/advanced-networking description: "FreeBSD has three firewalls built into the base system: PF, IPFW, and IPFILTER. This chapter covers how to define packet filtering rules, the differences between the firewalls built into FreeBSD and how to use them" tags: ["firewall", "pf", "ipfw", "ipfilter", "blacklistd", "filtering"] showBookMenu: true weight: 38 path: "/books/handbook/firewalls/" --- [[firewalls]] = Firewalls :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 33 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/firewalls/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[firewalls-intro]] == Synopsis Firewalls make it possible to filter the incoming and outgoing traffic that flows through a system. A firewall can use one or more sets of "rules" to inspect network packets as they come in or go out of network connections and either allows the traffic through or blocks it. The rules of a firewall can inspect one or more characteristics of the packets such as the protocol type, source or destination host address, and source or destination port. Firewalls can enhance the security of a host or a network. They can be used to do one or more of the following: * Protect and insulate the applications, services, and machines of an internal network from unwanted traffic from the public Internet. * Limit or disable access from hosts of the internal network to services of the public Internet. * Support network address translation (NAT), which allows an internal network to use private IP addresses and share a single connection to the public Internet using either a single IP address or a shared pool of automatically assigned public addresses. FreeBSD has three firewalls built into the base system: PF, IPFW, and IPFILTER, also known as IPF. FreeBSD also provides two traffic shapers for controlling bandwidth usage: man:altq[4] and man:dummynet[4]. ALTQ has traditionally been closely tied with PF and dummynet with IPFW. Each firewall uses rules to control the access of packets to and from a FreeBSD system, although they go about it in different ways and each has a different rule syntax. FreeBSD provides multiple firewalls in order to meet the different requirements and preferences for a wide variety of users. Each user should evaluate which firewall best meets their needs. After reading this chapter, you will know: * How to define packet filtering rules. * The differences between the firewalls built into FreeBSD. * How to use and configure the PF firewall. * How to use and configure the IPFW firewall. * How to use and configure the IPFILTER firewall. Before reading this chapter, you should: * Understand basic FreeBSD and Internet concepts. [NOTE] ==== Since all firewalls are based on inspecting the values of selected packet control fields, the creator of the firewall ruleset must have an understanding of how TCP/IP works, what the different values in the packet control fields are, and how these values are used in a normal session conversation. For a good introduction, refer to http://www.ipprimer.com[Daryl's TCP/IP Primer]. ==== [[firewalls-concepts]] == Firewall Concepts A ruleset contains a group of rules which pass or block packets based on the values contained in the packet. The bi-directional exchange of packets between hosts comprises a session conversation. The firewall ruleset processes both the packets arriving from the public Internet, as well as the packets produced by the system as a response to them. Each TCP/IP service is predefined by its protocol and listening port. Packets destined for a specific service originate from the source address using an unprivileged port and target the specific service port on the destination address. All the above parameters can be used as selection criteria to create rules which will pass or block services. To lookup unknown port numbers, refer to [.filename]#/etc/services#. Alternatively, visit http://en.wikipedia.org/wiki/List_of_TCP_and_UDP_port_numbers[http://en.wikipedia.org/wiki/List_of_TCP_and_UDP_port_numbers] and do a port number lookup to find the purpose of a particular port number. Check out this link for http://web.archive.org/web/20150803024617/http://www.sans.org/security-resources/idfaq/oddports.php[port numbers used by Trojans]. FTP has two modes: active mode and passive mode. The difference is in how the data channel is acquired. Passive mode is more secure as the data channel is acquired by the ordinal ftp session requester. For a good explanation of FTP and the different modes, see http://www.slacksite.com/other/ftp.html[http://www.slacksite.com/other/ftp.html]. A firewall ruleset can be either "exclusive" or "inclusive". An exclusive firewall allows all traffic through except for the traffic matching the ruleset. An inclusive firewall does the reverse as it only allows traffic matching the rules through and blocks everything else. An inclusive firewall offers better control of the outgoing traffic, making it a better choice for systems that offer services to the public Internet. It also controls the type of traffic originating from the public Internet that can gain access to a private network. All traffic that does not match the rules is blocked and logged. Inclusive firewalls are generally safer than exclusive firewalls because they significantly reduce the risk of allowing unwanted traffic. [NOTE] ==== Unless noted otherwise, all configuration and example rulesets in this chapter create inclusive firewall rulesets. ==== Security can be tightened further using a "stateful firewall". This type of firewall keeps track of open connections and only allows traffic which either matches an existing connection or opens a new, allowed connection. Stateful filtering treats traffic as a bi-directional exchange of packets comprising a session. When state is specified on a matching rule the firewall dynamically generates internal rules for each anticipated packet being exchanged during the session. It has sufficient matching capabilities to determine if a packet is valid for a session. Any packets that do not properly fit the session template are automatically rejected. When the session completes, it is removed from the dynamic state table. Stateful filtering allows one to focus on blocking/passing new sessions. If the new session is passed, all its subsequent packets are allowed automatically and any impostor packets are automatically rejected. If a new session is blocked, none of its subsequent packets are allowed. Stateful filtering provides advanced matching abilities capable of defending against the flood of different attack methods employed by attackers. NAT stands for _Network Address Translation_. NAT function enables the private LAN behind the firewall to share a single ISP-assigned IP address, even if that address is dynamically assigned. NAT allows each computer in the LAN to have Internet access, without having to pay the ISP for multiple Internet accounts or IP addresses. NAT will automatically translate the private LAN IP address for each system on the LAN to the single public IP address as packets exit the firewall bound for the public Internet. It also performs the reverse translation for returning packets. According to RFC 1918, the following IP address ranges are reserved for private networks which will never be routed directly to the public Internet, and therefore are available for use with NAT: * `10.0.0.0/8`. * `172.16.0.0/12`. * `192.168.0.0/16`. [WARNING] ==== When working with the firewall rules, be _very careful_. Some configurations _can lock the administrator out_ of the server. To be on the safe side, consider performing the initial firewall configuration from the local console rather than doing it remotely over ssh. ==== [[firewalls-pf]] == PF Since FreeBSD 5.3, a ported version of OpenBSD's PF firewall has been included as an integrated part of the base system. PF is a complete, full-featured firewall that has optional support for ALTQ (Alternate Queuing), which provides Quality of Service (QoS). The OpenBSD Project maintains the definitive reference for PF in the http://www.openbsd.org/faq/pf/[PF FAQ]. Peter Hansteen maintains a thorough PF tutorial at http://home.nuug.no/\~peter/pf/[http://home.nuug.no/~peter/pf/]. [WARNING] ==== When reading the http://www.openbsd.org/faq/pf/[PF FAQ], keep in mind that FreeBSD's version of PF has diverged substantially from the upstream OpenBSD version over the years. Not all features work the same way on FreeBSD as they do in OpenBSD and vice versa. ==== The {freebsd-pf} is a good place to ask questions about configuring and running the PF firewall. Check the mailing list archives before asking a question as it may have already been answered. This section of the Handbook focuses on PF as it pertains to FreeBSD. It demonstrates how to enable PF and ALTQ. It also provides several examples for creating rulesets on a FreeBSD system. === Enabling PF To use PF, its kernel module must be first loaded. This section describes the entries that can be added to [.filename]#/etc/rc.conf# to enable PF. Start by adding `pf_enable=yes` to [.filename]#/etc/rc.conf#: [source,shell] .... # sysrc pf_enable=yes .... Additional options, described in man:pfctl[8], can be passed to PF when it is started. Add or change this entry in [.filename]#/etc/rc.conf# and specify any required flags between the two quotes (`""`): [.programlisting] .... pf_flags="" # additional flags for pfctl startup .... PF will not start if it cannot find its ruleset configuration file. By default, FreeBSD does not ship with a ruleset and there is no [.filename]#/etc/pf.conf#. Example rulesets can be found in [.filename]#/usr/share/examples/pf/#. If a custom ruleset has been saved somewhere else, add a line to [.filename]#/etc/rc.conf# which specifies the full path to the file: [.programlisting] .... pf_rules="/path/to/pf.conf" .... Logging support for PF is provided by man:pflog[4]. To enable logging support, add `pflog_enable=yes` to [.filename]#/etc/rc.conf#: [source,shell] .... # sysrc pflog_enable=yes .... The following lines can also be added to change the default location of the log file or to specify any additional flags to pass to man:pflog[4] when it is started: [.programlisting] .... pflog_logfile="/var/log/pflog" # where pflogd should store the logfile pflog_flags="" # additional flags for pflogd startup .... Finally, if there is a LAN behind the firewall and packets need to be forwarded for the computers on the LAN, or NAT is required, enable the following option: [.programlisting] .... gateway_enable="YES" # Enable as LAN gateway .... After saving the needed edits, PF can be started with logging support by typing: [source,shell] .... # service pf start # service pflog start .... By default, PF reads its configuration rules from [.filename]#/etc/pf.conf# and modifies, drops, or passes packets according to the rules or definitions specified in this file. The FreeBSD installation includes several sample files located in [.filename]#/usr/share/examples/pf/#. Refer to the http://www.openbsd.org/faq/pf/[PF FAQ] for complete coverage of PF rulesets. To control PF, use `pfctl`. -crossref:firewalls[pfctl,.Useful `pfctl` Options] summarizes some useful options to this command. +crossref:firewalls[pfctl,Useful `pfctl` Options] summarizes some useful options to this command. Refer to man:pfctl[8] for a description of all available options: [[pfctl]] .Useful `pfctl` Options [cols="1,1", frame="none", options="header"] |=== | Command | Purpose |`pfctl -e` |Enable PF. |`pfctl -d` |Disable PF. |`pfctl -F all -f /etc/pf.conf` |Flush all NAT, filter, state, and table rules and reload [.filename]#/etc/pf.conf#. |`pfctl -s [ rules \| nat \| states ]` |Report on the filter rules, NAT rules, or state table. |`pfctl -vnf /etc/pf.conf` |Check [.filename]#/etc/pf.conf# for errors, but do not load ruleset. |=== [TIP] ==== package:security/sudo[] is useful for running commands like `pfctl` that require elevated privileges. It can be installed from the Ports Collection. ==== To keep an eye on the traffic that passes through the PF firewall, consider installing the package:sysutils/pftop[] package or port. Once installed, pftop can be run to view a running snapshot of traffic in a format which is similar to man:top[1]. [[pf-tutorial]] === PF Rulesets This section demonstrates how to create a customized ruleset. It starts with the simplest of rulesets and builds upon its concepts using several examples to demonstrate real-world usage of PF's many features. The simplest possible ruleset is for a single machine that does not run any services and which needs access to one network, which may be the Internet. To create this minimal ruleset, edit [.filename]#/etc/pf.conf# so it looks like this: [.programlisting] .... block in all pass out all keep state .... The first rule denies all incoming traffic by default. The second rule allows connections created by this system to pass out, while retaining state information on those connections. This state information allows return traffic for those connections to pass back and should only be used on machines that can be trusted. The ruleset can be loaded with: [source,shell] .... # pfctl -e ; pfctl -f /etc/pf.conf .... In addition to keeping state, PF provides _lists_ and _macros_ which can be defined for use when creating rules. Macros can include lists and need to be defined before use. As an example, insert these lines at the very top of the ruleset: [.programlisting] .... tcp_services = "{ ssh, smtp, domain, www, pop3, auth, pop3s }" udp_services = "{ domain }" .... PF understands port names as well as port numbers, as long as the names are listed in [.filename]#/etc/services#. This example creates two macros. The first is a list of seven TCP port names and the second is one UDP port name. Once defined, macros can be used in rules. In this example, all traffic is blocked except for the connections initiated by this system for the seven specified TCP services and the one specified UDP service: [.programlisting] .... tcp_services = "{ ssh, smtp, domain, www, pop3, auth, pop3s }" udp_services = "{ domain }" block all pass out proto tcp to any port $tcp_services keep state pass proto udp to any port $udp_services keep state .... Even though UDP is considered to be a stateless protocol, PF is able to track some state information. For example, when a UDP request is passed which asks a name server about a domain name, PF will watch for the response to pass it back. Whenever an edit is made to a ruleset, the new rules must be loaded so they can be used: [source,shell] .... # pfctl -f /etc/pf.conf .... If there are no syntax errors, `pfctl` will not output any messages during the rule load. Rules can also be tested before attempting to load them: [source,shell] .... # pfctl -nf /etc/pf.conf .... Including `-n` causes the rules to be interpreted only, but not loaded. This provides an opportunity to correct any errors. At all times, the last valid ruleset loaded will be enforced until either PF is disabled or a new ruleset is loaded. [TIP] ==== Adding `-v` to a `pfctl` ruleset verify or load will display the fully parsed rules exactly the way they will be loaded. This is extremely useful when debugging rules. ==== [[pftut-gateway]] ==== A Simple Gateway with NAT This section demonstrates how to configure a FreeBSD system running PF to act as a gateway for at least one other machine. The gateway needs at least two network interfaces, each connected to a separate network. In this example, [.filename]#xl0# is connected to the Internet and [.filename]#xl1# is connected to the internal network. First, enable the gateway to let the machine forward the network traffic it receives on one interface to another interface. This sysctl setting will forward IPv4 packets: [source,shell] .... # sysctl net.inet.ip.forwarding=1 .... To forward IPv6 traffic, use: [source,shell] .... # sysctl net.inet6.ip6.forwarding=1 .... To enable these settings at system boot, use man:sysrc[8] to add them to [.filename]#/etc/rc.conf#: [source,shell] .... # sysrc gateway_enable=yes # sysrc ipv6_gateway_enable=yes .... Verify with `ifconfig` that both of the interfaces are up and running. Next, create the PF rules to allow the gateway to pass traffic. While the following rule allows stateful traffic from hosts of the internal network to pass to the gateway, the `to` keyword does not guarantee passage all the way from source to destination: [.programlisting] .... pass in on xl1 from xl1:network to xl0:network port $ports keep state .... That rule only lets the traffic pass in to the gateway on the internal interface. To let the packets go further, a matching rule is needed: [.programlisting] .... pass out on xl0 from xl1:network to xl0:network port $ports keep state .... While these two rules will work, rules this specific are rarely needed. For a busy network admin, a readable ruleset is a safer ruleset. The remainder of this section demonstrates how to keep the rules as simple as possible for readability. For example, those two rules could be replaced with one rule: [.programlisting] .... pass from xl1:network to any port $ports keep state .... The `interface:network` notation can be replaced with a macro to make the ruleset even more readable. For example, a `$localnet` macro could be defined as the network directly attached to the internal interface (`$xl1:network`). Alternatively, the definition of `$localnet` could be changed to an _IP address/netmask_ notation to denote a network, such as `192.168.100.1/24` for a subnet of private addresses. If required, `$localnet` could even be defined as a list of networks. Whatever the specific needs, a sensible `$localnet` definition could be used in a typical pass rule as follows: [.programlisting] .... pass from $localnet to any port $ports keep state .... The following sample ruleset allows all traffic initiated by machines on the internal network. It first defines two macros to represent the external and internal 3COM interfaces of the gateway. [NOTE] ==== For dialup users, the external interface will use [.filename]#tun0#. For an ADSL connection, specifically those using PPP over Ethernet (PPPoE), the correct external interface is [.filename]#tun0#, not the physical Ethernet interface. ==== [.programlisting] .... ext_if = "xl0" # macro for external interface - use tun0 for PPPoE int_if = "xl1" # macro for internal interface localnet = $int_if:network # ext_if IP address could be dynamic, hence ($ext_if) nat on $ext_if from $localnet to any -> ($ext_if) block all pass from { lo0, $localnet } to any keep state .... This ruleset introduces the `nat` rule which is used to handle the network address translation from the non-routable addresses inside the internal network to the IP address assigned to the external interface. The parentheses surrounding the last part of the nat rule `($ext_if)` is included when the IP address of the external interface is dynamically assigned. It ensures that network traffic runs without serious interruptions even if the external IP address changes. Note that this ruleset probably allows more traffic to pass out of the network than is needed. One reasonable setup could create this macro: [.programlisting] .... client_out = "{ ftp-data, ftp, ssh, domain, pop3, auth, nntp, http, \ https, cvspserver, 2628, 5999, 8000, 8080 }" .... to use in the main pass rule: [.programlisting] .... pass inet proto tcp from $localnet to any port $client_out \ flags S/SA keep state .... A few other pass rules may be needed. This one enables SSH on the external interface: [.programlisting] .... pass in inet proto tcp to $ext_if port ssh .... This macro definition and rule allows DNS and NTP for internal clients: [.programlisting] .... udp_services = "{ domain, ntp }" pass quick inet proto { tcp, udp } to any port $udp_services keep state .... Note the `quick` keyword in this rule. Since the ruleset consists of several rules, it is important to understand the relationships between the rules in a ruleset. Rules are evaluated from top to bottom, in the sequence they are written. For each packet or connection evaluated by PF, _the last matching rule_ in the ruleset is the one which is applied. However, when a packet matches a rule which contains the `quick` keyword, the rule processing stops and the packet is treated according to that rule. This is very useful when an exception to the general rules is needed. [[pftut-ftp]] ==== Creating an FTP Proxy Configuring working FTP rules can be problematic due to the nature of the FTP protocol. FTP pre-dates firewalls by several decades and is insecure in its design. The most common points against using FTP include: * Passwords are transferred in the clear. * The protocol demands the use of at least two TCP connections (control and data) on separate ports. * When a session is established, data is communicated using randomly selected ports. All of these points present security challenges, even before considering any potential security weaknesses in client or server software. More secure alternatives for file transfer exist, such as man:sftp[1] or man:scp[1], which both feature authentication and data transfer over encrypted connections. For those situations when FTP is required, PF provides redirection of FTP traffic to a small proxy program called man:ftp-proxy[8], which is included in the base system of FreeBSD. The role of the proxy is to dynamically insert and delete rules in the ruleset, using a set of anchors, to correctly handle FTP traffic. To enable the FTP proxy, add this line to [.filename]#/etc/rc.conf#: [.programlisting] .... ftpproxy_enable="YES" .... Then start the proxy by running: [source,bash] .... # service ftp-proxy start .... For a basic configuration, three elements need to be added to [.filename]#/etc/pf.conf#. First, the anchors which the proxy will use to insert the rules it generates for the FTP sessions: [.programlisting] .... nat-anchor "ftp-proxy/*" rdr-anchor "ftp-proxy/*" .... Second, a pass rule is needed to allow FTP traffic in to the proxy. Third, redirection and NAT rules need to be defined before the filtering rules. Insert this `rdr` rule immediately after the `nat` rule: [.programlisting] .... rdr pass on $int_if proto tcp from any to any port ftp -> 127.0.0.1 port 8021 .... Finally, allow the redirected traffic to pass: [.programlisting] .... pass out proto tcp from $proxy to any port ftp .... where `$proxy` expands to the address the proxy daemon is bound to. Save [.filename]#/etc/pf.conf#, load the new rules, and verify from a client that FTP connections are working: [source,shell] .... # pfctl -f /etc/pf.conf .... This example covers a basic setup where the clients in the local network need to contact FTP servers elsewhere. This basic configuration should work well with most combinations of FTP clients and servers. As shown in man:ftp-proxy[8], the proxy's behavior can be changed in various ways by adding options to the `ftpproxy_flags=` line. Some clients or servers may have specific quirks that must be compensated for in the configuration, or there may be a need to integrate the proxy in specific ways such as assigning FTP traffic to a specific queue. For ways to run an FTP server protected by PF and man:ftp-proxy[8], configure a separate `ftp-proxy` in reverse mode, using `-R`, on a separate port with its own redirecting pass rule. [[pftut-icmp]] ==== Managing ICMP Many of the tools used for debugging or troubleshooting a TCP/IP network rely on the Internet Control Message Protocol (ICMP), which was designed specifically with debugging in mind. The ICMP protocol sends and receives _control messages_ between hosts and gateways, mainly to provide feedback to a sender about any unusual or difficult conditions enroute to the target host. Routers use ICMP to negotiate packet sizes and other transmission parameters in a process often referred to as _path MTU discovery_. From a firewall perspective, some ICMP control messages are vulnerable to known attack vectors. Also, letting all diagnostic traffic pass unconditionally makes debugging easier, but it also makes it easier for others to extract information about the network. For these reasons, the following rule may not be optimal: [.programlisting] .... pass inet proto icmp from any to any .... One solution is to let all ICMP traffic from the local network through while stopping all probes from outside the network: [.programlisting] .... pass inet proto icmp from $localnet to any keep state pass inet proto icmp from any to $ext_if keep state .... Additional options are available which demonstrate some of PF's flexibility. For example, rather than allowing all ICMP messages, one can specify the messages used by man:ping[8] and man:traceroute[8]. Start by defining a macro for that type of message: [.programlisting] .... icmp_types = "echoreq" .... and a rule which uses the macro: [.programlisting] .... pass inet proto icmp all icmp-type $icmp_types keep state .... If other types of ICMP packets are needed, expand `icmp_types` to a list of those packet types. Type `more /usr/src/sbin/pfctl/pfctl_parser.c` to see the list of ICMP message types supported by PF. Refer to http://www.iana.org/assignments/icmp-parameters/icmp-parameters.xhtml[http://www.iana.org/assignments/icmp-parameters/icmp-parameters.xhtml] for an explanation of each message type. Since Unix `traceroute` uses UDP by default, another rule is needed to allow Unix `traceroute`: [.programlisting] .... # allow out the default range for traceroute(8): pass out on $ext_if inet proto udp from any to any port 33433 >< 33626 keep state .... Since `TRACERT.EXE` on Microsoft Windows systems uses ICMP echo request messages, only the first rule is needed to allow network traces from those systems. Unix `traceroute` can be instructed to use other protocols as well, and will use ICMP echo request messages if `-I` is used. Check the man:traceroute[8] man page for details. [[pftut-pathmtudisc]] ===== Path MTU Discovery Internet protocols are designed to be device independent, and one consequence of device independence is that the optimal packet size for a given connection cannot always be predicted reliably. The main constraint on packet size is the _Maximum Transmission Unit_ (MTU) which sets the upper limit on the packet size for an interface. Type `ifconfig` to view the MTUs for a system's network interfaces. TCP/IP uses a process known as path MTU discovery to determine the right packet size for a connection. This process sends packets of varying sizes with the "Do not fragment" flag set, expecting an ICMP return packet of "type 3, code 4" when the upper limit has been reached. Type 3 means "destination unreachable", and code 4 is short for "fragmentation needed, but the do-not-fragment flag is set". To allow path MTU discovery in order to support connections to other MTUs, add the `destination unreachable` type to the `icmp_types` macro: [.programlisting] .... icmp_types = "{ echoreq, unreach }" .... Since the pass rule already uses that macro, it does not need to be modified to support the new ICMP type: [.programlisting] .... pass inet proto icmp all icmp-type $icmp_types keep state .... PF allows filtering on all variations of ICMP types and codes. The list of possible types and codes are documented in man:icmp[4] and man:icmp6[4]. [[pftut-tables]] ==== Using Tables Some types of data are relevant to filtering and redirection at a given time, but their definition is too long to be included in the ruleset file. PF supports the use of tables, which are defined lists that can be manipulated without needing to reload the entire ruleset, and which can provide fast lookups. Table names are always enclosed within `< >`, like this: [.programlisting] .... table { 192.168.2.0/24, !192.168.2.5 } .... In this example, the `192.168.2.0/24` network is part of the table, except for the address `192.168.2.5`, which is excluded using the `!` operator. It is also possible to load tables from files where each item is on a separate line, as seen in this example [.filename]#/etc/clients#: [.programlisting] .... 192.168.2.0/24 !192.168.2.5 .... To refer to the file, define the table like this: [.programlisting] .... table persist file "/etc/clients" .... Once the table is defined, it can be referenced by a rule: [.programlisting] .... pass inet proto tcp from to any port $client_out flags S/SA keep state .... A table's contents can be manipulated live, using `pfctl`. This example adds another network to the table: [source,shell] .... # pfctl -t clients -T add 192.168.1.0/16 .... Note that any changes made this way will take affect now, making them ideal for testing, but will not survive a power failure or reboot. To make the changes permanent, modify the definition of the table in the ruleset or edit the file that the table refers to. One can maintain the on-disk copy of the table using a man:cron[8] job which dumps the table's contents to disk at regular intervals, using a command such as `pfctl -t clients -T show >/etc/clients`. Alternatively, [.filename]#/etc/clients# can be updated with the in-memory table contents: [source,shell] .... # pfctl -t clients -T replace -f /etc/clients .... [[pftut-overload]] ==== Using Overload Tables to Protect SSH Those who run SSH on an external interface have probably seen something like this in the authentication logs: [.programlisting] .... Sep 26 03:12:34 skapet sshd[25771]: Failed password for root from 200.72.41.31 port 40992 ssh2 Sep 26 03:12:34 skapet sshd[5279]: Failed password for root from 200.72.41.31 port 40992 ssh2 Sep 26 03:12:35 skapet sshd[5279]: Received disconnect from 200.72.41.31: 11: Bye Bye Sep 26 03:12:44 skapet sshd[29635]: Invalid user admin from 200.72.41.31 Sep 26 03:12:44 skapet sshd[24703]: input_userauth_request: invalid user admin Sep 26 03:12:44 skapet sshd[24703]: Failed password for invalid user admin from 200.72.41.31 port 41484 ssh2 .... This is indicative of a brute force attack where somebody or some program is trying to discover the user name and password which will let them into the system. If external SSH access is needed for legitimate users, changing the default port used by SSH can offer some protection. However, PF provides a more elegant solution. Pass rules can contain limits on what connecting hosts can do and violators can be banished to a table of addresses which are denied some or all access. It is even possible to drop all existing connections from machines which overreach the limits. To configure this, create this table in the tables section of the ruleset: [.programlisting] .... table persist .... Then, somewhere early in the ruleset, add rules to block brute access while allowing legitimate access: [.programlisting] .... block quick from pass inet proto tcp from any to $localnet port $tcp_services \ flags S/SA keep state \ (max-src-conn 100, max-src-conn-rate 15/5, \ overload flush global) .... The part in parentheses defines the limits and the numbers should be changed to meet local requirements. It can be read as follows: `max-src-conn` is the number of simultaneous connections allowed from one host. `max-src-conn-rate` is the rate of new connections allowed from any single host (_15_) per number of seconds (_5_). `overload ` means that any host which exceeds these limits gets its address added to the `bruteforce` table. The ruleset blocks all traffic from addresses in the `bruteforce` table. Finally, `flush global` says that when a host reaches the limit, that all (`global`) of that host's connections will be terminated (`flush`). [NOTE] ==== These rules will _not_ block slow bruteforcers, as described in http://home.nuug.no/\~peter/hailmary2013/[http://home.nuug.no/~peter/hailmary2013/]. ==== This example ruleset is intended mainly as an illustration. For example, if a generous number of connections in general are wanted, but the desire is to be more restrictive when it comes to ssh, supplement the rule above with something like the one below, early on in the rule set: [.programlisting] .... pass quick proto { tcp, udp } from any to any port ssh \ flags S/SA keep state \ (max-src-conn 15, max-src-conn-rate 5/3, \ overload flush global) .... [NOTE] ==== *It May Not be Necessary to Block All Overloaders:* + It is worth noting that the overload mechanism is a general technique which does not apply exclusively to SSH, and it is not always optimal to entirely block all traffic from offenders. For example, an overload rule could be used to protect a mail service or a web service, and the overload table could be used in a rule to assign offenders to a queue with a minimal bandwidth allocation or to redirect to a specific web page. ==== Over time, tables will be filled by overload rules and their size will grow incrementally, taking up more memory. Sometimes an IP address that is blocked is a dynamically assigned one, which has since been assigned to a host who has a legitimate reason to communicate with hosts in the local network. For situations like these, pfctl provides the ability to expire table entries. For example, this command will remove `` table entries which have not been referenced for `86400` seconds: [source,shell] .... # pfctl -t bruteforce -T expire 86400 .... Similar functionality is provided by package:security/expiretable[], which removes table entries which have not been accessed for a specified period of time. Once installed, expiretable can be run to remove `` table entries older than a specified age. This example removes all entries older than 24 hours: [.programlisting] .... /usr/local/sbin/expiretable -v -d -t 24h bruteforce .... [[pftut-spamd]] ==== Protecting Against SPAM Not to be confused with the spamd daemon which comes bundled with spamassassin, package:mail/spamd[] can be configured with PF to provide an outer defense against SPAM. This spamd hooks into the PF configuration using a set of redirections. Spammers tend to send a large number of messages, and SPAM is mainly sent from a few spammer friendly networks and a large number of hijacked machines, both of which are reported to _blocklists_ fairly quickly. When an SMTP connection from an address in a blocklist is received, spamd presents its banner and immediately switches to a mode where it answers SMTP traffic one byte at a time. This technique, which is intended to waste as much time as possible on the spammer's end, is called _tarpitting_. The specific implementation which uses one byte SMTP replies is often referred to as _stuttering_. This example demonstrates the basic procedure for setting up spamd with automatically updated blocklists. Refer to the man pages which are installed with package:mail/spamd[] for more information. [.procedure] **** .Procedure: Configuring spamd . Install the package:mail/spamd[] package or port. To use spamd's greylisting features, man:fdescfs[5] must be mounted at [.filename]#/dev/fd#. Add the following line to [.filename]#/etc/fstab#: + [.programlisting] .... fdescfs /dev/fd fdescfs rw 0 0 .... + Then, mount the filesystem: + [.programlisting] .... # mount fdescfs .... . Next, edit the PF ruleset to include: + [.programlisting] .... table persist table persist rdr pass on $ext_if inet proto tcp from to \ { $ext_if, $localnet } port smtp -> 127.0.0.1 port 8025 rdr pass on $ext_if inet proto tcp from ! to \ { $ext_if, $localnet } port smtp -> 127.0.0.1 port 8025 .... + The two tables `` and `` are essential. SMTP traffic from an address listed in `` but not in `` is redirected to the spamd daemon listening at port 8025. . The next step is to configure spamd in [.filename]#/usr/local/etc/spamd.conf# and to add some [.filename]#rc.conf# parameters. + The installation of package:mail/spamd[] includes a sample configuration file ([.filename]#/usr/local/etc/spamd.conf.sample#) and a man page for [.filename]#spamd.conf#. Refer to these for additional configuration options beyond those shown in this example. + One of the first lines in the configuration file that does not begin with a `+#+` comment sign contains the block which defines the `all` list, which specifies the lists to use: + [.programlisting] .... all:\ :traplist:allowlist: .... + This entry adds the desired blocklists, separated by colons (`:`). To use an allowlist to subtract addresses from a blocklist, add the name of the allowlist _immediately_ after the name of that blocklist. For example: `:blocklist:allowlist:`. + This is followed by the specified blocklist's definition: + [.programlisting] .... traplist:\ :black:\ :msg="SPAM. Your address %A has sent spam within the last 24 hours":\ :method=http:\ :file=www.openbsd.org/spamd/traplist.gz .... + where the first line is the name of the blocklist and the second line specifies the list type. The `msg` field contains the message to display to blocklisted senders during the SMTP dialogue. The `method` field specifies how spamd-setup fetches the list data; supported methods are `http`, `ftp`, from a `file` in a mounted file system, and via `exec` of an external program. Finally, the `file` field specifies the name of the file spamd expects to receive. + The definition of the specified allowlist is similar, but omits the `msg` field since a message is not needed: + [.programlisting] .... allowlist:\ :white:\ :method=file:\ :file=/var/mail/allowlist.txt .... + [TIP] ==== *Choose Data Sources with Care:* + Using all the blocklists in the sample [.filename]#spamd.conf# will block large blocks of the Internet. Administrators need to edit the file to create an optimal configuration which uses applicable data sources and, when necessary, uses custom lists. ==== + Next, add this entry to [.filename]#/etc/rc.conf#. Additional flags are described in the man page specified by the comment: + [.programlisting] .... spamd_flags="-v" # use "" and see spamd-setup(8) for flags .... + When finished, reload the ruleset, start spamd by typing `service obspamd start`, and complete the configuration using `spamd-setup`. Finally, create a man:cron[8] job which calls `spamd-setup` to update the tables at reasonable intervals. **** On a typical gateway in front of a mail server, hosts will soon start getting trapped within a few seconds to several minutes. PF also supports _greylisting_, which temporarily rejects messages from unknown hosts with _45n_ codes. Messages from greylisted hosts which try again within a reasonable time are let through. Traffic from senders which are set up to behave within the limits set by RFC 1123 and RFC 2821 are immediately let through. More information about greylisting as a technique can be found at the http://www.greylisting.org/[greylisting.org] web site. The most amazing thing about greylisting, apart from its simplicity, is that it still works. Spammers and malware writers have been very slow to adapt to bypass this technique. The basic procedure for configuring greylisting is as follows: [.procedure] .Procedure: Configuring Greylisting . Make sure that man:fdescfs[5] is mounted as described in Step 1 of the previous Procedure. . To run spamd in greylisting mode, add this line to [.filename]#/etc/rc.conf#: + [.programlisting] .... spamd_grey="YES" # use spamd greylisting if YES .... + Refer to the spamd man page for descriptions of additional related parameters. . To complete the greylisting setup: + [.programlisting] .... # service obspamd restart # service obspamlogd start .... Behind the scenes, the spamdb database tool and the spamlogd whitelist updater perform essential functions for the greylisting feature. spamdb is the administrator's main interface to managing the block, grey, and allow lists via the contents of the [.filename]#/var/db/spamdb# database. [[pftut-hygiene]] ==== Network Hygiene This section describes how `block-policy`, `scrub`, and `antispoof` can be used to make the ruleset behave sanely. The `block-policy` is an option which can be set in the `options` part of the ruleset, which precedes the redirection and filtering rules. This option determines which feedback, if any, PF sends to hosts that are blocked by a rule. The option has two possible values: `drop` drops blocked packets with no feedback, and `return` returns a status code such as `Connection refused`. If not set, the default policy is `drop`. To change the `block-policy`, specify the desired value: [.programlisting] .... set block-policy return .... In PF, `scrub` is a keyword which enables network packet normalization. This process reassembles fragmented packets and drops TCP packets that have invalid flag combinations. Enabling `scrub` provides a measure of protection against certain kinds of attacks based on incorrect handling of packet fragments. A number of options are available, but the simplest form is suitable for most configurations: [.programlisting] .... scrub in all .... Some services, such as NFS, require specific fragment handling options. Refer to https://home.nuug.no/\~peter/pf/en/scrub.html[https://home.nuug.no/~peter/pf/en/scrub.html] for more information. This example reassembles fragments, clears the "do not fragment" bit, and sets the maximum segment size to 1440 bytes: [.programlisting] .... scrub in all fragment reassemble no-df max-mss 1440 .... The `antispoof` mechanism protects against activity from spoofed or forged IP addresses, mainly by blocking packets appearing on interfaces and in directions which are logically not possible. These rules weed out spoofed traffic coming in from the rest of the world as well as any spoofed packets which originate in the local network: [.programlisting] .... antispoof for $ext_if antispoof for $int_if .... [[pftut-unrouteables]] ==== Handling Non-Routable Addresses Even with a properly configured gateway to handle network address translation, one may have to compensate for other people's misconfigurations. A common misconfiguration is to let traffic with non-routable addresses out to the Internet. Since traffic from non-routeable addresses can play a part in several DoS attack techniques, consider explicitly blocking traffic from non-routeable addresses from entering the network through the external interface. In this example, a macro containing non-routable addresses is defined, then used in blocking rules. Traffic to and from these addresses is quietly dropped on the gateway's external interface. [.programlisting] .... martians = "{ 127.0.0.0/8, 192.168.0.0/16, 172.16.0.0/12, \ 10.0.0.0/8, 169.254.0.0/16, 192.0.2.0/24, \ 0.0.0.0/8, 240.0.0.0/4 }" block drop in quick on $ext_if from $martians to any block drop out quick on $ext_if from any to $martians .... === Enabling ALTQ On FreeBSD, ALTQ can be used with PF to provide Quality of Service (QOS). Once ALTQ is enabled, queues can be defined in the ruleset which determine the processing priority of outbound packets. Before enabling ALTQ, refer to man:altq[4] to determine if the drivers for the network cards installed on the system support it. ALTQ is not available as a loadable kernel module. If the system's interfaces support ALTQ, create a custom kernel using the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]. The following kernel options are available. The first is needed to enable ALTQ. At least one of the other options is necessary to specify the queueing scheduler algorithm: [.programlisting] .... options ALTQ options ALTQ_CBQ # Class Based Queuing (CBQ) options ALTQ_RED # Random Early Detection (RED) options ALTQ_RIO # RED In/Out options ALTQ_HFSC # Hierarchical Packet Scheduler (HFSC) options ALTQ_PRIQ # Priority Queuing (PRIQ) .... The following scheduler algorithms are available: CBQ:: Class Based Queuing (CBQ) is used to divide a connection's bandwidth into different classes or queues to prioritize traffic based on filter rules. RED:: Random Early Detection (RED) is used to avoid network congestion by measuring the length of the queue and comparing it to the minimum and maximum thresholds for the queue. When the queue is over the maximum, all new packets are randomly dropped. RIO:: In Random Early Detection In and Out (RIO) mode, RED maintains multiple average queue lengths and multiple threshold values, one for each QOS level. HFSC:: Hierarchical Fair Service Curve Packet Scheduler (HFSC) is described in http://www-2.cs.cmu.edu/\~hzhang/HFSC/main.html[http://www-2.cs.cmu.edu/~hzhang/HFSC/main.html]. PRIQ:: Priority Queuing (PRIQ) always passes traffic that is in a higher queue first. More information about the scheduling algorithms and example rulesets are available at the https://web.archive.org/web/20151109213426/http://www.openbsd.org/faq/pf/queueing.html[OpenBSD's web archive]. [[firewalls-ipfw]] == IPFW IPFW is a stateful firewall written for FreeBSD which supports both IPv4 and IPv6. It is comprised of several components: the kernel firewall filter rule processor and its integrated packet accounting facility, the logging facility, NAT, the man:dummynet[4] traffic shaper, a forward facility, a bridge facility, and an ipstealth facility. FreeBSD provides a sample ruleset in [.filename]#/etc/rc.firewall# which defines several firewall types for common scenarios to assist novice users in generating an appropriate ruleset. IPFW provides a powerful syntax which advanced users can use to craft customized rulesets that meet the security requirements of a given environment. This section describes how to enable IPFW, provides an overview of its rule syntax, and demonstrates several rulesets for common configuration scenarios. [[firewalls-ipfw-enable]] === Enabling IPFW IPFW is included in the basic FreeBSD install as a kernel loadable module, meaning that a custom kernel is not needed in order to enable IPFW. For those users who wish to statically compile IPFW support into a custom kernel, see crossref:firewalls[firewalls-ipfw-kernelconfig, IPFW Kernel Options]. To configure the system to enable IPFW at boot time, add `firewall_enable="YES"` to [.filename]#/etc/rc.conf#: [source,shell] .... # sysrc firewall_enable="YES" .... To use one of the default firewall types provided by FreeBSD, add another line which specifies the type: [source,shell] .... # sysrc firewall_type="open" .... The available types are: * `open`: passes all traffic. * `client`: protects only this machine. * `simple`: protects the whole network. * `closed`: entirely disables IP traffic except for the loopback interface. * `workstation`: protects only this machine using stateful rules. * `UNKNOWN`: disables the loading of firewall rules. * [.filename]#filename#: full path of the file containing the firewall ruleset. If `firewall_type` is set to either `client` or `simple`, modify the default rules found in [.filename]#/etc/rc.firewall# to fit the configuration of the system. Note that the `filename` type is used to load a custom ruleset. An alternate way to load a custom ruleset is to set the `firewall_script` variable to the absolute path of an _executable script_ that includes IPFW commands. The examples used in this section assume that the `firewall_script` is set to [.filename]#/etc/ipfw.rules#: [source,shell] .... # sysrc firewall_script="/etc/ipfw.rules" .... To enable logging through man:syslogd[8], include this line: [source,shell] .... # sysrc firewall_logging="YES" .... [WARNING] ==== Only firewall rules with the `log` option will be logged. The default rules do not include this option and it must be manually added. Therefore it is advisable that the default ruleset is edited for logging. In addition, log rotation may be desired if the logs are stored in a separate file. ==== There is no [.filename]#/etc/rc.conf# variable to set logging limits. To limit the number of times a rule is logged per connection attempt, specify the number using this line in [.filename]#/etc/sysctl.conf#: [source,shell] .... # echo "net.inet.ip.fw.verbose_limit=5" >> /etc/sysctl.conf .... To enable logging through a dedicated interface named `ipfw0`, add this line to [.filename]#/etc/rc.conf# instead: [source,shell] .... # sysrc firewall_logif="YES" .... Then use tcpdump to see what is being logged: [source,shell] .... # tcpdump -t -n -i ipfw0 .... [TIP] ==== There is no overhead due to logging unless tcpdump is attached. ==== After saving the needed edits, start the firewall. To enable logging limits now, also set the `sysctl` value specified above: [source,shell] .... # service ipfw start # sysctl net.inet.ip.fw.verbose_limit=5 .... [[firewalls-ipfw-rules]] === IPFW Rule Syntax When a packet enters the IPFW firewall, it is compared against the first rule in the ruleset and progresses one rule at a time, moving from top to bottom in sequence. When the packet matches the selection parameters of a rule, the rule's action is executed and the search of the ruleset terminates for that packet. This is referred to as "first match wins". If the packet does not match any of the rules, it gets caught by the mandatory IPFW default rule number 65535, which denies all packets and silently discards them. However, if the packet matches a rule that contains the `count`, `skipto`, or `tee` keywords, the search continues. Refer to man:ipfw[8] for details on how these keywords affect rule processing. When creating an IPFW rule, keywords must be written in the following order. Some keywords are mandatory while other keywords are optional. The words shown in uppercase represent a variable and the words shown in lowercase must precede the variable that follows it. The `+#+` symbol is used to mark the start of a comment and may appear at the end of a rule or on its own line. Blank lines are ignored. `_CMD RULE_NUMBER set SET_NUMBER ACTION log LOG_AMOUNT PROTO from SRC SRC_PORT to DST DST_PORT OPTIONS_` This section provides an overview of these keywords and their options. It is not an exhaustive list of every possible option. Refer to man:ipfw[8] for a complete description of the rule syntax that can be used when creating IPFW rules. CMD:: Every rule must start with `ipfw add`. RULE_NUMBER:: Each rule is associated with a number from `1` to `65534`. The number is used to indicate the order of rule processing. Multiple rules can have the same number, in which case they are applied according to the order in which they have been added. SET_NUMBER:: Each rule is associated with a set number from `0` to `31`. Sets can be individually disabled or enabled, making it possible to quickly add or delete a set of rules. If a SET_NUMBER is not specified, the rule will be added to set `0`. ACTION:: A rule can be associated with one of the following actions. The specified action will be executed when the packet matches the selection criterion of the rule. + `allow | accept | pass | permit`: these keywords are equivalent and allow packets that match the rule. + `check-state`: checks the packet against the dynamic state table. If a match is found, execute the action associated with the rule which generated this dynamic rule, otherwise move to the next rule. A `check-state` rule does not have selection criterion. If no `check-state` rule is present in the ruleset, the dynamic rules table is checked at the first `keep-state` or `limit` rule. + `count`: updates counters for all packets that match the rule. The search continues with the next rule. + `deny | drop`: either word silently discards packets that match this rule. + Additional actions are available. Refer to man:ipfw[8] for details. LOG_AMOUNT:: When a packet matches a rule with the `log` keyword, a message will be logged to man:syslogd[8] with a facility name of `SECURITY`. Logging only occurs if the number of packets logged for that particular rule does not exceed a specified LOG_AMOUNT. If no LOG_AMOUNT is specified, the limit is taken from the value of `net.inet.ip.fw.verbose_limit`. A value of zero removes the logging limit. Once the limit is reached, logging can be re-enabled by clearing the logging counter or the packet counter for that rule, using `ipfw resetlog`. + [NOTE] ==== Logging is done after all other packet matching conditions have been met, and before performing the final action on the packet. The administrator decides which rules to enable logging on. ==== PROTO:: This optional value can be used to specify any protocol name or number found in [.filename]#/etc/protocols#. SRC:: The `from` keyword must be followed by the source address or a keyword that represents the source address. An address can be represented by `any`, `me` (any address configured on an interface on this system), `me6`, (any IPv6 address configured on an interface on this system), or `table` followed by the number of a lookup table which contains a list of addresses. When specifying an IP address, it can be optionally followed by its CIDR mask or subnet mask. For example, `1.2.3.4/25` or `1.2.3.4:255.255.255.128`. SRC_PORT:: An optional source port can be specified using the port number or name from [.filename]#/etc/services#. DST:: The `to` keyword must be followed by the destination address or a keyword that represents the destination address. The same keywords and addresses described in the SRC section can be used to describe the destination. DST_PORT:: An optional destination port can be specified using the port number or name from [.filename]#/etc/services#. OPTIONS:: Several keywords can follow the source and destination. As the name suggests, OPTIONS are optional. Commonly used options include `in` or `out`, which specify the direction of packet flow, `icmptypes` followed by the type of ICMP message, and `keep-state`. + When a `keep-state` rule is matched, the firewall will create a dynamic rule which matches bidirectional traffic between the source and destination addresses and ports using the same protocol. + The dynamic rules facility is vulnerable to resource depletion from a SYN-flood attack which would open a huge number of dynamic rules. To counter this type of attack with IPFW, use `limit`. This option limits the number of simultaneous sessions by checking the open dynamic rules, counting the number of times this rule and IP address combination occurred. If this count is greater than the value specified by `limit`, the packet is discarded. + Dozens of OPTIONS are available. Refer to man:ipfw[8] for a description of each available option. === Example Ruleset This section demonstrates how to create an example stateful firewall ruleset script named [.filename]#/etc/ipfw.rules#. In this example, all connection rules use `in` or `out` to clarify the direction. They also use `via` _interface-name_ to specify the interface the packet is traveling over. [NOTE] ==== When first creating or testing a firewall ruleset, consider temporarily setting this tunable: [.programlisting] .... net.inet.ip.fw.default_to_accept="1" .... This sets the default policy of man:ipfw[8] to be more permissive than the default `deny ip from any to any`, making it slightly more difficult to get locked out of the system right after a reboot. ==== The firewall script begins by indicating that it is a Bourne shell script and flushes any existing rules. It then creates the `cmd` variable so that `ipfw add` does not have to be typed at the beginning of every rule. It also defines the `pif` variable which represents the name of the interface that is attached to the Internet. [.programlisting] .... #!/bin/sh # Flush out the list before we begin. ipfw -q -f flush # Set rules command prefix cmd="ipfw -q add" pif="dc0" # interface name of NIC attached to Internet .... The first two rules allow all traffic on the trusted internal interface and on the loopback interface: [.programlisting] .... # Change xl0 to LAN NIC interface name $cmd 00005 allow all from any to any via xl0 # No restrictions on Loopback Interface $cmd 00010 allow all from any to any via lo0 .... The next rule allows the packet through if it matches an existing entry in the dynamic rules table: [.programlisting] .... $cmd 00101 check-state .... The next set of rules defines which stateful connections internal systems can create to hosts on the Internet: [.programlisting] .... # Allow access to public DNS # Replace x.x.x.x with the IP address of a public DNS server # and repeat for each DNS server in /etc/resolv.conf $cmd 00110 allow tcp from any to x.x.x.x 53 out via $pif setup keep-state $cmd 00111 allow udp from any to x.x.x.x 53 out via $pif keep-state # Allow access to ISP's DHCP server for cable/DSL configurations. # Use the first rule and check log for IP address. # Then, uncomment the second rule, input the IP address, and delete the first rule $cmd 00120 allow log udp from any to any 67 out via $pif keep-state #$cmd 00120 allow udp from any to x.x.x.x 67 out via $pif keep-state # Allow outbound HTTP and HTTPS connections $cmd 00200 allow tcp from any to any 80 out via $pif setup keep-state $cmd 00220 allow tcp from any to any 443 out via $pif setup keep-state # Allow outbound email connections $cmd 00230 allow tcp from any to any 25 out via $pif setup keep-state $cmd 00231 allow tcp from any to any 110 out via $pif setup keep-state # Allow outbound ping $cmd 00250 allow icmp from any to any out via $pif keep-state # Allow outbound NTP $cmd 00260 allow udp from any to any 123 out via $pif keep-state # Allow outbound SSH $cmd 00280 allow tcp from any to any 22 out via $pif setup keep-state # deny and log all other outbound connections $cmd 00299 deny log all from any to any out via $pif .... The next set of rules controls connections from Internet hosts to the internal network. It starts by denying packets typically associated with attacks and then explicitly allows specific types of connections. All the authorized services that originate from the Internet use `limit` to prevent flooding. [.programlisting] .... # Deny all inbound traffic from non-routable reserved address spaces $cmd 00300 deny all from 192.168.0.0/16 to any in via $pif #RFC 1918 private IP $cmd 00301 deny all from 172.16.0.0/12 to any in via $pif #RFC 1918 private IP $cmd 00302 deny all from 10.0.0.0/8 to any in via $pif #RFC 1918 private IP $cmd 00303 deny all from 127.0.0.0/8 to any in via $pif #loopback $cmd 00304 deny all from 0.0.0.0/8 to any in via $pif #loopback $cmd 00305 deny all from 169.254.0.0/16 to any in via $pif #DHCP auto-config $cmd 00306 deny all from 192.0.2.0/24 to any in via $pif #reserved for docs $cmd 00307 deny all from 204.152.64.0/23 to any in via $pif #Sun cluster interconnect $cmd 00308 deny all from 224.0.0.0/3 to any in via $pif #Class D & E multicast # Deny public pings $cmd 00310 deny icmp from any to any in via $pif # Deny ident $cmd 00315 deny tcp from any to any 113 in via $pif # Deny all Netbios services. $cmd 00320 deny tcp from any to any 137 in via $pif $cmd 00321 deny tcp from any to any 138 in via $pif $cmd 00322 deny tcp from any to any 139 in via $pif $cmd 00323 deny tcp from any to any 81 in via $pif # Deny fragments $cmd 00330 deny all from any to any frag in via $pif # Deny ACK packets that did not match the dynamic rule table $cmd 00332 deny tcp from any to any established in via $pif # Allow traffic from ISP's DHCP server. # Replace x.x.x.x with the same IP address used in rule 00120. #$cmd 00360 allow udp from any to x.x.x.x 67 in via $pif keep-state # Allow HTTP connections to internal web server $cmd 00400 allow tcp from any to me 80 in via $pif setup limit src-addr 2 # Allow inbound SSH connections $cmd 00410 allow tcp from any to me 22 in via $pif setup limit src-addr 2 # Reject and log all other incoming connections $cmd 00499 deny log all from any to any in via $pif .... The last rule logs all packets that do not match any of the rules in the ruleset: [.programlisting] .... # Everything else is denied and logged $cmd 00999 deny log all from any to any .... [[in-kernel-nat]] === In-kernel NAT FreeBSD's IPFW firewall has two implementations of NAT: the userland implementation man:natd[8], and the more recent in-kernel NAT implementation. Both work in conjunction with IPFW to provide network address translation. This can be used to provide an Internet Connection Sharing solution so that several internal computers can connect to the Internet using a single public IP address. To do this, the FreeBSD machine connected to the Internet must act as a gateway. This system must have two NICs, where one is connected to the Internet and the other is connected to the internal LAN. Each machine connected to the LAN should be assigned an IP address in the private network space, as defined by https://www.ietf.org/rfc/rfc1918.txt[RFC 1918]. Some additional configuration is needed in order to enable the in-kernel NAT facility of IPFW. To enable in-kernel NAT support at boot time, the following must be set in [.filename]#/etc/rc.conf#: [.programlisting] .... gateway_enable="YES" firewall_enable="YES" firewall_nat_enable="YES" .... [NOTE] ==== When `firewall_nat_enable` is set but `firewall_enable` is not, it will have no effect and do nothing. This is because the in-kernel NAT implementation is only compatible with IPFW. ==== When the ruleset contains stateful rules, the positioning of the NAT rule is critical and the `skipto` action is used. The `skipto` action requires a rule number so that it knows which rule to jump to. The example below builds upon the firewall ruleset shown in the previous section. It adds some additional entries and modifies some existing rules in order to configure the firewall for in-kernel NAT. It starts by adding some additional variables which represent the rule number to skip to, the `keep-state` option, and a list of TCP ports which will be used to reduce the number of rules. [.programlisting] .... #!/bin/sh ipfw -q -f flush cmd="ipfw -q add" skip="skipto 1000" pif=dc0 ks="keep-state" good_tcpo="22,25,37,53,80,443,110" .... With in-kernel NAT it is necessary to disable TCP segmentation offloading (TSO) due to the architecture of man:libalias[3], a library implemented as a kernel module to provide the in-kernel NAT facility of IPFW. TSO can be disabled on a per network interface basis using man:ifconfig[8] or on a system wide basis using man:sysctl[8]. To disable TSO system wide, the following must be set it [.filename]#/etc/sysctl.conf#: [.programlisting] .... net.inet.tcp.tso="0" .... A NAT instance will also be configured. It is possible to have multiple NAT instances each with their own configuration. For this example only one NAT instance is needed, NAT instance number 1. The configuration can take a few options such as: `if` which indicates the public interface, `same_ports` which takes care that aliased ports and local port numbers are mapped the same, `unreg_only` will result in only unregistered (private) address spaces to be processed by the NAT instance, and `reset` which will help to keep a functioning NAT instance even when the public IP address of the IPFW machine changes. For all possible options that can be passed to a single NAT instance configuration consult man:ipfw[8]. When configuring a stateful NATing firewall, it is necessary to allow translated packets to be reinjected in the firewall for further processing. This can be achieved by disabling `one_pass` behavior at the start of the firewall script. [.programlisting] .... ipfw disable one_pass ipfw -q nat 1 config if $pif same_ports unreg_only reset .... The inbound NAT rule is inserted _after_ the two rules which allow all traffic on the trusted and loopback interfaces and after the reassemble rule but _before_ the `check-state` rule. It is important that the rule number selected for this NAT rule, in this example `100`, is higher than the first three rules and lower than the `check-state` rule. Furthermore, because of the behavior of in-kernel NAT it is advised to place a reassemble rule just before the first NAT rule and after the rules that allow traffic on trusted interface. Normally, IP fragmentation should not happen, but when dealing with IPSEC/ESP/GRE tunneling traffic it might and the reassembling of fragments is necessary before handing the complete packet over to the in-kernel NAT facility. [NOTE] ==== The reassemble rule was not needed with userland man:natd[8] because the internal workings of the IPFW `divert` action already takes care of reassembling packets before delivery to the socket as also stated in man:ipfw[8]. The NAT instance and rule number used in this example does not match with the default NAT instance and rule number created by [.filename]#rc.firewall#. [.filename]#rc.firewall# is a script that sets up the default firewall rules present in FreeBSD. ==== [.programlisting] .... $cmd 005 allow all from any to any via xl0 # exclude LAN traffic $cmd 010 allow all from any to any via lo0 # exclude loopback traffic $cmd 099 reass all from any to any in # reassemble inbound packets $cmd 100 nat 1 ip from any to any in via $pif # NAT any inbound packets # Allow the packet through if it has an existing entry in the dynamic rules table $cmd 101 check-state .... The outbound rules are modified to replace the `allow` action with the `$skip` variable, indicating that rule processing will continue at rule `1000`. The seven `tcp` rules have been replaced by rule `125` as the `$good_tcpo` variable contains the seven allowed outbound ports. [NOTE] ==== Remember that IPFW's performance is largely determined by the number of rules present in the ruleset. ==== [.programlisting] .... # Authorized outbound packets $cmd 120 $skip udp from any to x.x.x.x 53 out via $pif $ks $cmd 121 $skip udp from any to x.x.x.x 67 out via $pif $ks $cmd 125 $skip tcp from any to any $good_tcpo out via $pif setup $ks $cmd 130 $skip icmp from any to any out via $pif $ks .... The inbound rules remain the same, except for the very last rule which removes the `via $pif` in order to catch both inbound and outbound rules. The NAT rule must follow this last outbound rule, must have a higher number than that last rule, and the rule number must be referenced by the `skipto` action. In this ruleset, rule number `1000` handles passing all packets to our configured instance for NAT processing. The next rule allows any packet which has undergone NAT processing to pass. [.programlisting] .... $cmd 999 deny log all from any to any $cmd 1000 nat 1 ip from any to any out via $pif # skipto location for outbound stateful rules $cmd 1001 allow ip from any to any .... In this example, rules `100`, `101`, `125`, `1000`, and `1001` control the address translation of the outbound and inbound packets so that the entries in the dynamic state table always register the private LANIP address. Consider an internal web browser which initializes a new outbound HTTP session over port 80. When the first outbound packet enters the firewall, it does not match rule `100` because it is headed out rather than in. It passes rule `101` because this is the first packet and it has not been posted to the dynamic state table yet. The packet finally matches rule `125` as it is outbound on an allowed port and has a source IP address from the internal LAN. On matching this rule, two actions take place. First, the `keep-state` action adds an entry to the dynamic state table and the specified action, `skipto rule 1000`, is executed. Next, the packet undergoes NAT and is sent out to the Internet. This packet makes its way to the destination web server, where a response packet is generated and sent back. This new packet enters the top of the ruleset. It matches rule `100` and has its destination IP address mapped back to the original internal address. It then is processed by the `check-state` rule, is found in the table as an existing session, and is released to the LAN. On the inbound side, the ruleset has to deny bad packets and allow only authorized services. A packet which matches an inbound rule is posted to the dynamic state table and the packet is released to the LAN. The packet generated as a response is recognized by the `check-state` rule as belonging to an existing session. It is then sent to rule `1000` to undergo NAT before being released to the outbound interface. [NOTE] ==== Transitioning from userland man:natd[8] to in-kernel NAT might appear seamless at first but there is small catch. When using the GENERIC kernel, IPFW will load the [.filename]#libalias.ko# kernel module, when `firewall_nat_enable` is enabled in [.filename]#/etc/rc.conf#. The [.filename]#libalias.ko# kernel module only provides basic NAT functionality, whereas the userland implementation man:natd[8] has all NAT functionality available in its userland library without any extra configuration. All functionality refers to the following kernel modules that can additionally be loaded when needed besides the standard [.filename]#libalias.ko# kernel module: [.filename]#alias_ftp.ko#, [.filename]#alias_bbt.ko#, [.filename]#skinny.ko#, [.filename]#irc.ko#, [.filename]#alias_pptp.ko# and [.filename]#alias_smedia.ko# using the `kld_list` directive in [.filename]#/etc/rc.conf#. If a custom kernel is used, the full functionality of the userland library can be compiled in, in the kernel, using the `options LIBALIAS`. ==== ==== Port Redirection The drawback with NAT in general 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 NAT providing 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 (HTTP) must be redirected to the respective machines. With in-kernel NAT all configuration is done in the NAT instance configuration. For a full list of options that an in-kernel NAT instance can use, consult man:ipfw[8]. The IPFW syntax follows the syntax of natd. The syntax for `redirect_port` is as follows: [.programlisting] .... redirect_port proto targetIP:targetPORT[-targetPORT] [aliasIP:]aliasPORT[-aliasPORT] [remoteIP[:remotePORT[-remotePORT]]] .... To configure the above example setup, the arguments should be: [.programlisting] .... redirect_port tcp 192.168.0.2:6667 6667 redirect_port tcp 192.168.0.3:80 80 .... After adding these arguments to the configuration of NAT instance 1 in the above ruleset, the TCP ports will be port forwarded to the LAN client machines running the IRC and HTTP services. [.programlisting] .... ipfw -q nat 1 config if $pif same_ports unreg_only reset \ redirect_port tcp 192.168.0.2:6667 6667 \ redirect_port tcp 192.168.0.3:80 80 .... Port ranges over individual ports can be indicated with `redirect_port`. 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`. ==== Address Redirection Address redirection is useful if more than one IP address is available. Each LAN client can be assigned its own external IP address by man:ipfw[8], which will then rewrite 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, if IP addresses `128.1.1.1`, `128.1.1.2`, and `128.1.1.3` are available, `128.1.1.1` can be used as the man:ipfw[8] 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_addr` syntax is as below, where `localIP` is the internal IP address of the LAN client, and `publicIP` the external IP address corresponding to the LAN client. [.programlisting] .... redirect_addr localIP publicIP .... In the example, the arguments would read: [.programlisting] .... redirect_addr 192.168.0.2 128.1.1.2 redirect_addr 192.168.0.3 128.1.1.3 .... Like `redirect_port`, these arguments are placed in a NAT instance configuration. With address redirection, there is no need for port redirection, as all data received on a particular IP address is redirected. The external IP addresses on the man:ipfw[8] machine must be active and aliased to the external interface. Refer to man:rc.conf[5] for details. ==== Userspace NAT Let us start with a statement: the userspace NAT implementation: man:natd[8], has more overhead than in-kernel NAT. For man:natd[8] to translate packets, the packets have to be copied from the kernel to userspace and back which brings in extra overhead that is not present with in-kernel NAT. To enable the userspace NAT daemon man:natd[8] at boot time, the following is a minimum configuration in [.filename]#/etc/rc.conf#. Where `natd_interface` is set to the name of the NIC attached to the Internet. The man:rc[8] script of man:natd[8] will automatically check if a dynamic IP address is used and configure itself to handle that. [.programlisting] .... gateway_enable="YES" natd_enable="YES" natd_interface="rl0" .... In general, the above ruleset as explained for in-kernel NAT can also be used together with man:natd[8]. The exceptions are the configuration of the in-kernel NAT instance `(ipfw -q nat 1 config ...)` which is not needed together with reassemble rule 99 because its functionality is included in the `divert` action. Rule number 100 and 1000 will have to change sligthly as shown below. [.programlisting] .... $cmd 100 divert natd ip from any to any in via $pif $cmd 1000 divert natd ip from any to any out via $pif .... To configure port or address redirection, a similar syntax as with in-kernel NAT is used. Although, now, instead of specifying the configuration in our ruleset script like with in-kernel NAT, configuration of man:natd[8] is best done in a configuration file. To do this, an extra flag must be passed via [.filename]#/etc/rc.conf# which specifies the path of the configuration file. [.programlisting] .... natd_flags="-f /etc/natd.conf" .... [NOTE] ==== The specified file must contain a list of configuration options, one per line. For more information about the configuration file and possible variables, consult man:natd[8]. Below are two example entries, one per line: [.programlisting] .... redirect_port tcp 192.168.0.2:6667 6667 redirect_addr 192.168.0.3 128.1.1.3 .... ==== [[firewalls-ipfw-cmd]] === The IPFW Command `ipfw` can be used to make manual, single rule additions or deletions to the active firewall while it is running. The problem with using this method is that all the changes are lost when the system reboots. It is recommended to instead write all the rules in a file and to use that file to load the rules at boot time and to replace the currently running firewall rules whenever that file changes. `ipfw` is a useful way to display the running firewall rules to the console screen. The IPFW accounting facility dynamically creates a counter for each rule that counts each packet that matches the rule. During the process of testing a rule, listing the rule with its counter is one way to determine if the rule is functioning as expected. To list all the running rules in sequence: [source,shell] .... # ipfw list .... To list all the running rules with a time stamp of when the last time the rule was matched: [source,shell] .... # ipfw -t list .... The next example lists accounting information and the packet count for matched rules along with the rules themselves. The first column is the rule number, followed by the number of matched packets and bytes, followed by the rule itself. [source,shell] .... # ipfw -a list .... To list dynamic rules in addition to static rules: [source,shell] .... # ipfw -d list .... To also show the expired dynamic rules: [source,shell] .... # ipfw -d -e list .... To zero the counters: [source,shell] .... # ipfw zero .... To zero the counters for just the rule with number _NUM_: [source,shell] .... # ipfw zero NUM .... ==== Logging Firewall Messages Even with the logging facility enabled, IPFW will not generate any rule logging on its own. The firewall administrator decides which rules in the ruleset will be logged, and adds the `log` keyword to those rules. Normally only deny rules are logged. It is customary to duplicate the "ipfw default deny everything" rule with the `log` keyword included as the last rule in the ruleset. This way, it is possible to see all the packets that did not match any of the rules in the ruleset. Logging is a two edged sword. If one is not careful, an over abundance of log data or a DoS attack can fill the disk with log files. Log messages are not only written to syslogd, but also are displayed on the root console screen and soon become annoying. The `IPFIREWALL_VERBOSE_LIMIT=5` kernel option limits the number of consecutive messages sent to man:syslogd[8], concerning the packet matching of a given rule. When this option is enabled in the kernel, the number of consecutive messages concerning a particular rule is capped at the number specified. There is nothing to be gained from 200 identical log messages. With this option set to five, five consecutive messages concerning a particular rule would be logged to syslogd and the remainder identical consecutive messages would be counted and posted to syslogd with a phrase like the following: [.programlisting] .... last message repeated 45 times .... All logged packets messages are written by default to [.filename]#/var/log/security#, which is defined in [.filename]#/etc/syslog.conf#. [[firewalls-ipfw-rules-script]] ==== Building a Rule Script Most experienced IPFW users create a file containing the rules and code them in a manner compatible with running them as a script. The major benefit of doing this is the firewall rules can be refreshed in mass without the need of rebooting the system to activate them. This method is convenient in testing new rules as the procedure can be executed as many times as needed. Being a script, symbolic substitution can be used for frequently used values to be substituted into multiple rules. This example script is compatible with the syntax used by the man:sh[1], man:csh[1], and man:tcsh[1] shells. Symbolic substitution fields are prefixed with a dollar sign ($). Symbolic fields do not have the $ prefix. The value to populate the symbolic field must be enclosed in double quotes (""). Start the rules file like this: [.programlisting] .... ############### start of example ipfw rules script ############# # ipfw -q -f flush # Delete all rules # Set defaults oif="tun0" # out interface odns="192.0.2.11" # ISP's DNS server IP address cmd="ipfw -q add " # build rule prefix ks="keep-state" # just too lazy to key this each time $cmd 00500 check-state $cmd 00502 deny all from any to any frag $cmd 00501 deny tcp from any to any established $cmd 00600 allow tcp from any to any 80 out via $oif setup $ks $cmd 00610 allow tcp from any to $odns 53 out via $oif setup $ks $cmd 00611 allow udp from any to $odns 53 out via $oif $ks ################### End of example ipfw rules script ############ .... The rules are not important as the focus of this example is how the symbolic substitution fields are populated. If the above example was in [.filename]#/etc/ipfw.rules#, the rules could be reloaded by the following command: [source,shell] .... # sh /etc/ipfw.rules .... [.filename]#/etc/ipfw.rules# can be located anywhere and the file can have any name. The same thing could be accomplished by running these commands by hand: [source,shell] .... # ipfw -q -f flush # ipfw -q add check-state # ipfw -q add deny all from any to any frag # ipfw -q add deny tcp from any to any established # ipfw -q add allow tcp from any to any 80 out via tun0 setup keep-state # ipfw -q add allow tcp from any to 192.0.2.11 53 out via tun0 setup keep-state # ipfw -q add 00611 allow udp from any to 192.0.2.11 53 out via tun0 keep-state .... [[firewalls-ipfw-kernelconfig]] === IPFW Kernel Options In order to statically compile IPFW support into a custom kernel, refer to the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]. The following options are available for the custom kernel configuration file: [.programlisting] .... options IPFIREWALL # enables IPFW options IPFIREWALL_VERBOSE # enables logging for rules with log keyword to syslogd(8) options IPFIREWALL_VERBOSE_LIMIT=5 # limits number of logged packets per-entry options IPFIREWALL_DEFAULT_TO_ACCEPT # sets default policy to pass what is not explicitly denied options IPFIREWALL_NAT # enables basic in-kernel NAT support options LIBALIAS # enables full in-kernel NAT support options IPFIREWALL_NAT64 # enables in-kernel NAT64 support options IPFIREWALL_NPTV6 # enables in-kernel IPv6 NPT support options IPFIREWALL_PMOD # enables protocols modification module support options IPDIVERT # enables NAT through natd(8) .... [NOTE] ==== IPFW can be loaded as a kernel module: options above are built by default as modules or can be set at runtime using tunables. ==== [[firewalls-ipf]] == IPFILTER (IPF) IPFILTER, also known as IPF, is a cross-platform, open source firewall which has been ported to several operating systems, including FreeBSD, NetBSD, OpenBSD, and Solaris(TM). IPFILTER is a kernel-side firewall and NAT mechanism that can be controlled and monitored by userland programs. Firewall rules can be set or deleted using ipf, NAT rules can be set or deleted using ipnat, run-time statistics for the kernel parts of IPFILTER can be printed using ipfstat, and ipmon can be used to log IPFILTER actions to the system log files. IPF was originally written using a rule processing logic of "the last matching rule wins" and only used stateless rules. Since then, IPF has been enhanced to include the `quick` and `keep state` options. The IPF FAQ is at http://www.phildev.net/ipf/index.html[http://www.phildev.net/ipf/index.html]. A searchable archive of the IPFilter mailing list is available at http://marc.info/?l=ipfilter[http://marc.info/?l=ipfilter]. This section of the Handbook focuses on IPF as it pertains to FreeBSD. It provides examples of rules that contain the `quick` and `keep state` options. === Enabling IPF IPF is included in the basic FreeBSD install as a kernel loadable module, meaning that a custom kernel is not needed in order to enable IPF. For users who prefer to statically compile IPF support into a custom kernel, refer to the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]. The following kernel options are available: [.programlisting] .... options IPFILTER options IPFILTER_LOG options IPFILTER_LOOKUP options IPFILTER_DEFAULT_BLOCK .... where `options IPFILTER` enables support for IPFILTER, `options IPFILTER_LOG` enables IPF logging using the [.filename]#ipl# packet logging pseudo-device for every rule that has the `log` keyword, `IPFILTER_LOOKUP` enables IP pools in order to speed up IP lookups, and `options IPFILTER_DEFAULT_BLOCK` changes the default behavior so that any packet not matching a firewall `pass` rule gets blocked. To configure the system to enable IPF at boot time, add the following entries to [.filename]#/etc/rc.conf#. These entries will also enable logging and `default pass all`. To change the default policy to `block all` without compiling a custom kernel, remember to add a `block all` rule at the end of the ruleset. [.programlisting] .... ipfilter_enable="YES" # Start ipf firewall ipfilter_rules="/etc/ipf.rules" # loads rules definition text file ipv6_ipfilter_rules="/etc/ipf6.rules" # loads rules definition text file for IPv6 ipmon_enable="YES" # Start IP monitor log ipmon_flags="-Ds" # D = start as daemon # s = log to syslog # v = log tcp window, ack, seq # n = map IP & port to names .... If NAT functionality is needed, also add these lines: [.programlisting] .... gateway_enable="YES" # Enable as LAN gateway ipnat_enable="YES" # Start ipnat function ipnat_rules="/etc/ipnat.rules" # rules definition file for ipnat .... Then, to start IPF now: [.programlisting] .... # service ipfilter start .... To load the firewall rules, specify the name of the ruleset file using `ipf`. The following command can be used to replace the currently running firewall rules: [source,shell] .... # ipf -Fa -f /etc/ipf.rules .... where `-Fa` flushes all the internal rules tables and `-f` specifies the file containing the rules to load. This provides the ability to make changes to a custom ruleset and update the running firewall with a fresh copy of the rules without having to reboot the system. This method is convenient for testing new rules as the procedure can be executed as many times as needed. Refer to man:ipf[8] for details on the other flags available with this command. === IPF Rule Syntax This section describes the IPF rule syntax used to create stateful rules. When creating rules, keep in mind that unless the `quick` keyword appears in a rule, every rule is read in order, with the _last matching rule_ being the one that is applied. This means that even if the first rule to match a packet is a `pass`, if there is a later matching rule that is a `block`, the packet will be dropped. Sample rulesets can be found in [.filename]#/usr/share/examples/ipfilter#. When creating rules, a `+#+` character is used to mark the start of a comment and may appear at the end of a rule, to explain that rule's function, or on its own line. Any blank lines are ignored. The keywords which are used in rules must be written in a specific order, from left to right. Some keywords are mandatory while others are optional. Some keywords have sub-options which may be keywords themselves and also include more sub-options. The keyword order is as follows, where the words shown in uppercase represent a variable and the words shown in lowercase must precede the variable that follows it: `_ACTION DIRECTION OPTIONS proto PROTO_TYPE from SRC_ADDR SRC_PORT to DST_ADDR DST_PORT TCP_FLAG|ICMP_TYPE keep state STATE_` This section describes each of these keywords and their options. It is not an exhaustive list of every possible option. Refer to man:ipf[5] for a complete description of the rule syntax that can be used when creating IPF rules and examples for using each keyword. ACTION:: The action keyword indicates what to do with the packet if it matches that rule. Every rule _must_ have an action. The following actions are recognized: + `block`: drops the packet. + `pass`: allows the packet. + `log`: generates a log record. + `count`: counts the number of packets and bytes which can provide an indication of how often a rule is used. + `auth`: queues the packet for further processing by another program. + `call`: provides access to functions built into IPF that allow more complex actions. + `decapsulate`: removes any headers in order to process the contents of the packet. DIRECTION:: Next, each rule must explicitly state the direction of traffic using one of these keywords: + `in`: the rule is applied against an inbound packet. + `out`: the rule is applied against an outbound packet. + `all`: the rule applies to either direction. + If the system has multiple interfaces, the interface can be specified along with the direction. An example would be `in on fxp0`. OPTIONS:: Options are optional. However, if multiple options are specified, they must be used in the order shown here. + `log`: when performing the specified ACTION, the contents of the packet's headers will be written to the man:ipl[4] packet log pseudo-device. + `quick`: if a packet matches this rule, the ACTION specified by the rule occurs and no further processing of any following rules will occur for this packet. + `on`: must be followed by the interface name as displayed by man:ifconfig[8]. The rule will only match if the packet is going through the specified interface in the specified direction. + When using the `log` keyword, the following qualifiers may be used in this order: + `body`: indicates that the first 128 bytes of the packet contents will be logged after the headers. + `first`: if the `log` keyword is being used in conjunction with a `keep state` option, this option is recommended so that only the triggering packet is logged and not every packet which matches the stateful connection. + Additional options are available to specify error return messages. Refer to man:ipf[5] for more details. PROTO_TYPE:: The protocol type is optional. However, it is mandatory if the rule needs to specify a SRC_PORT or a DST_PORT as it defines the type of protocol. When specifying the type of protocol, use the `proto` keyword followed by either a protocol number or name from [.filename]#/etc/protocols#. Example protocol names include `tcp`, `udp`, or `icmp`. If PROTO_TYPE is specified but no SRC_PORT or DST_PORT is specified, all port numbers for that protocol will match that rule. SRC_ADDR:: The `from` keyword is mandatory and is followed by a keyword which represents the source of the packet. The source can be a hostname, an IP address followed by the CIDR mask, an address pool, or the keyword `all`. Refer to man:ipf[5] for examples. + There is no way to match ranges of IP addresses which do not express themselves easily using the dotted numeric form / mask-length notation. The package:net-mgmt/ipcalc[] package or port may be used to ease the calculation of the CIDR mask. Additional information is available at the utility's web page: http://jodies.de/ipcalc[http://jodies.de/ipcalc]. SRC_PORT:: The port number of the source is optional. However, if it is used, it requires PROTO_TYPE to be first defined in the rule. The port number must also be preceded by the `proto` keyword. + A number of different comparison operators are supported: `=` (equal to), `!=` (not equal to), `<` (less than), `>` (greater than), `<=` (less than or equal to), and `>=` (greater than or equal to). + To specify port ranges, place the two port numbers between `<>` (less than and greater than ), `><` (greater than and less than ), or `:` (greater than or equal to and less than or equal to). DST_ADDR:: The `to` keyword is mandatory and is followed by a keyword which represents the destination of the packet. Similar to SRC_ADDR, it can be a hostname, an IP address followed by the CIDR mask, an address pool, or the keyword `all`. DST_PORT:: Similar to SRC_PORT, the port number of the destination is optional. However, if it is used, it requires PROTO_TYPE to be first defined in the rule. The port number must also be preceded by the `proto` keyword. TCP_FLAG|ICMP_TYPE:: If `tcp` is specified as the PROTO_TYPE, flags can be specified as letters, where each letter represents one of the possible TCP flags used to determine the state of a connection. Possible values are: `S` (SYN), `A` (ACK), `P` (PSH), `F` (FIN), `U` (URG), `R` (RST), `C` (CWN), and `E` (ECN). + If `icmp` is specified as the PROTO_TYPE, the ICMP type to match can be specified. Refer to man:ipf[5] for the allowable types. STATE:: If a `pass` rule contains `keep state`, IPF will add an entry to its dynamic state table and allow subsequent packets that match the connection. IPF can track state for TCP, UDP, and ICMP sessions. Any packet that IPF can be certain is part of an active session, even if it is a different protocol, will be allowed. + In IPF, packets destined to go out through the interface connected to the public Internet are first checked against the dynamic state table. If the packet matches the next expected packet comprising an active session conversation, it exits the firewall and the state of the session conversation flow is updated in the dynamic state table. Packets that do not belong to an already active session are checked against the outbound ruleset. Packets coming in from the interface connected to the public Internet are first checked against the dynamic state table. If the packet matches the next expected packet comprising an active session, it exits the firewall and the state of the session conversation flow is updated in the dynamic state table. Packets that do not belong to an already active session are checked against the inbound ruleset. + Several keywords can be added after `keep state`. If used, these keywords set various options that control stateful filtering, such as setting connection limits or connection age. Refer to man:ipf[5] for the list of available options and their descriptions. === Example Ruleset This section demonstrates how to create an example ruleset which only allows services matching `pass` rules and blocks all others. FreeBSD uses the loopback interface ([.filename]#lo0#) and the IP address `127.0.0.1` for internal communication. The firewall ruleset must contain rules to allow free movement of these internally used packets: [.programlisting] .... # no restrictions on loopback interface pass in quick on lo0 all pass out quick on lo0 all .... The public interface connected to the Internet is used to authorize and control access of all outbound and inbound connections. If one or more interfaces are cabled to private networks, those internal interfaces may require rules to allow packets originating from the LAN to flow between the internal networks or to the interface attached to the Internet. The ruleset should be organized into three major sections: any trusted internal interfaces, outbound connections through the public interface, and inbound connections through the public interface. These two rules allow all traffic to pass through a trusted LAN interface named [.filename]#xl0#: [.programlisting] .... # no restrictions on inside LAN interface for private network pass out quick on xl0 all pass in quick on xl0 all .... The rules for the public interface's outbound and inbound sections should have the most frequently matched rules placed before less commonly matched rules, with the last rule in the section blocking and logging all packets for that interface and direction. This set of rules defines the outbound section of the public interface named [.filename]#dc0#. These rules keep state and identify the specific services that internal systems are authorized for public Internet access. All the rules use `quick` and specify the appropriate port numbers and, where applicable, destination addresses. [.programlisting] .... # interface facing Internet (outbound) # Matches session start requests originating from or behind the # firewall, destined for the Internet. # Allow outbound access to public DNS servers. # Replace x.x.x.x with address listed in /etc/resolv.conf. # Repeat for each DNS server. pass out quick on dc0 proto tcp from any to x.x.x.x port = 53 flags S keep state pass out quick on dc0 proto udp from any to x.x.x.x port = 53 keep state # Allow access to ISP's specified DHCP server for cable or DSL networks. # Use the first rule, then check log for the IP address of DHCP server. # Then, uncomment the second rule, replace z.z.z.z with the IP address, # and comment out the first rule pass out log quick on dc0 proto udp from any to any port = 67 keep state #pass out quick on dc0 proto udp from any to z.z.z.z port = 67 keep state # Allow HTTP and HTTPS pass out quick on dc0 proto tcp from any to any port = 80 flags S keep state pass out quick on dc0 proto tcp from any to any port = 443 flags S keep state # Allow email pass out quick on dc0 proto tcp from any to any port = 110 flags S keep state pass out quick on dc0 proto tcp from any to any port = 25 flags S keep state # Allow NTP pass out quick on dc0 proto tcp from any to any port = 37 flags S keep state # Allow FTP pass out quick on dc0 proto tcp from any to any port = 21 flags S keep state # Allow SSH pass out quick on dc0 proto tcp from any to any port = 22 flags S keep state # Allow ping pass out quick on dc0 proto icmp from any to any icmp-type 8 keep state # Block and log everything else block out log first quick on dc0 all .... This example of the rules in the inbound section of the public interface blocks all undesirable packets first. This reduces the number of packets that are logged by the last rule. [.programlisting] .... # interface facing Internet (inbound) # Block all inbound traffic from non-routable or reserved address spaces block in quick on dc0 from 192.168.0.0/16 to any #RFC 1918 private IP block in quick on dc0 from 172.16.0.0/12 to any #RFC 1918 private IP block in quick on dc0 from 10.0.0.0/8 to any #RFC 1918 private IP block in quick on dc0 from 127.0.0.0/8 to any #loopback block in quick on dc0 from 0.0.0.0/8 to any #loopback block in quick on dc0 from 169.254.0.0/16 to any #DHCP auto-config block in quick on dc0 from 192.0.2.0/24 to any #reserved for docs block in quick on dc0 from 204.152.64.0/23 to any #Sun cluster interconnect block in quick on dc0 from 224.0.0.0/3 to any #Class D & E multicast # Block fragments and too short tcp packets block in quick on dc0 all with frags block in quick on dc0 proto tcp all with short # block source routed packets block in quick on dc0 all with opt lsrr block in quick on dc0 all with opt ssrr # Block OS fingerprint attempts and log first occurrence block in log first quick on dc0 proto tcp from any to any flags FUP # Block anything with special options block in quick on dc0 all with ipopts # Block public pings and ident block in quick on dc0 proto icmp all icmp-type 8 block in quick on dc0 proto tcp from any to any port = 113 # Block incoming Netbios services block in log first quick on dc0 proto tcp/udp from any to any port = 137 block in log first quick on dc0 proto tcp/udp from any to any port = 138 block in log first quick on dc0 proto tcp/udp from any to any port = 139 block in log first quick on dc0 proto tcp/udp from any to any port = 81 .... Any time there are logged messages on a rule with the `log first` option, run `ipfstat -hio` to evaluate how many times the rule has been matched. A large number of matches may indicate that the system is under attack. The rest of the rules in the inbound section define which connections are allowed to be initiated from the Internet. The last rule denies all connections which were not explicitly allowed by previous rules in this section. [.programlisting] .... # Allow traffic in from ISP's DHCP server. Replace z.z.z.z with # the same IP address used in the outbound section. pass in quick on dc0 proto udp from z.z.z.z to any port = 68 keep state # Allow public connections to specified internal web server pass in quick on dc0 proto tcp from any to x.x.x.x port = 80 flags S keep state # Block and log only first occurrence of all remaining traffic. block in log first quick on dc0 all .... === Configuring NAT To enable NAT, add these statements to [.filename]#/etc/rc.conf# and specify the name of the file containing the NAT rules: [.programlisting] .... gateway_enable="YES" ipnat_enable="YES" ipnat_rules="/etc/ipnat.rules" .... NAT rules are flexible and can accomplish many different things to fit the needs of both commercial and home users. The rule syntax presented here has been simplified to demonstrate common usage. For a complete rule syntax description, refer to man:ipnat[5]. The basic syntax for a NAT rule is as follows, where `map` starts the rule and _IF_ should be replaced with the name of the external interface: [.programlisting] .... map IF LAN_IP_RANGE -> PUBLIC_ADDRESS .... The _LAN_IP_RANGE_ is the range of IP addresses used by internal clients. Usually, it is a private address range such as `192.168.1.0/24`. The _PUBLIC_ADDRESS_ can either be the static external IP address or the keyword `0/32` which represents the IP address assigned to _IF_. In IPF, when a packet arrives at the firewall from the LAN with a public destination, it first passes through the outbound rules of the firewall ruleset. Then, the packet is passed to the NAT ruleset which is read from the top down, where the first matching rule wins. IPF tests each NAT rule against the packet's interface name and source IP address. When a packet's interface name matches a NAT rule, the packet's source IP address in the private LAN is checked to see if it falls within the IP address range specified in _LAN_IP_RANGE_. On a match, the packet has its source IP address rewritten with the public IP address specified by _PUBLIC_ADDRESS_. IPF posts an entry in its internal NAT table so that when the packet returns from the Internet, it can be mapped back to its original private IP address before being passed to the firewall rules for further processing. For networks that have large numbers of internal systems or multiple subnets, the process of funneling every private IP address into a single public IP address becomes a resource problem. Two methods are available to relieve this issue. The first method is to assign a range of ports to use as source ports. By adding the `portmap` keyword, NAT can be directed to only use source ports in the specified range: [.programlisting] .... map dc0 192.168.1.0/24 -> 0/32 portmap tcp/udp 20000:60000 .... Alternately, use the `auto` keyword which tells NAT to determine the ports that are available for use: [.programlisting] .... map dc0 192.168.1.0/24 -> 0/32 portmap tcp/udp auto .... The second method is to use a pool of public addresses. This is useful when there are too many LAN addresses to fit into a single public address and a block of public IP addresses is available. These public addresses can be used as a pool from which NAT selects an IP address as a packet's address is mapped on its way out. The range of public IP addresses can be specified using a netmask or CIDR notation. These two rules are equivalent: [.programlisting] .... map dc0 192.168.1.0/24 -> 204.134.75.0/255.255.255.0 map dc0 192.168.1.0/24 -> 204.134.75.0/24 .... A common practice is to have a publicly accessible web server or mail server segregated to an internal network segment. The traffic from these servers still has to undergo NAT, but port redirection is needed to direct inbound traffic to the correct server. For example, to map a web server using the internal address `10.0.10.25` to its public IP address of `20.20.20.5`, use this rule: [.programlisting] .... rdr dc0 20.20.20.5/32 port 80 -> 10.0.10.25 port 80 .... If it is the only web server, this rule would also work as it redirects all external HTTP requests to `10.0.10.25`: [.programlisting] .... rdr dc0 0.0.0.0/0 port 80 -> 10.0.10.25 port 80 .... IPF has a built in FTP proxy which can be used with NAT. It monitors all outbound traffic for active or passive FTP connection requests and dynamically creates temporary filter rules containing the port number used by the FTP data channel. This eliminates the need to open large ranges of high order ports for FTP connections. In this example, the first rule calls the proxy for outbound FTP traffic from the internal LAN. The second rule passes the FTP traffic from the firewall to the Internet, and the third rule handles all non-FTP traffic from the internal LAN: [.programlisting] .... map dc0 10.0.10.0/29 -> 0/32 proxy port 21 ftp/tcp map dc0 0.0.0.0/0 -> 0/32 proxy port 21 ftp/tcp map dc0 10.0.10.0/29 -> 0/32 .... The FTP `map` rules go before the NAT rule so that when a packet matches an FTP rule, the FTP proxy creates temporary filter rules to let the FTP session packets pass and undergo NAT. All LAN packets that are not FTP will not match the FTP rules but will undergo NAT if they match the third rule. Without the FTP proxy, the following firewall rules would instead be needed. Note that without the proxy, all ports above `1024` need to be allowed: [.programlisting] .... # Allow out LAN PC client FTP to public Internet # Active and passive modes pass out quick on rl0 proto tcp from any to any port = 21 flags S keep state # Allow out passive mode data channel high order port numbers pass out quick on rl0 proto tcp from any to any port > 1024 flags S keep state # Active mode let data channel in from FTP server pass in quick on rl0 proto tcp from any to any port = 20 flags S keep state .... Whenever the file containing the NAT rules is edited, run `ipnat` with `-CF` to delete the current NAT rules and flush the contents of the dynamic translation table. Include `-f` and specify the name of the NAT ruleset to load: [source,shell] .... # ipnat -CF -f /etc/ipnat.rules .... To display the NAT statistics: [source,shell] .... # ipnat -s .... To list the NAT table's current mappings: [source,shell] .... # ipnat -l .... To turn verbose mode on and display information relating to rule processing and active rules and table entries: [source,shell] .... # ipnat -v .... === Viewing IPF Statistics IPF includes man:ipfstat[8] which can be used to retrieve and display statistics which are gathered as packets match rules as they go through the firewall. Statistics are accumulated since the firewall was last started or since the last time they were reset to zero using `ipf -Z`. The default `ipfstat` output looks like this: [source,shell] .... input packets: blocked 99286 passed 1255609 nomatch 14686 counted 0 output packets: blocked 4200 passed 1284345 nomatch 14687 counted 0 input packets logged: blocked 99286 passed 0 output packets logged: blocked 0 passed 0 packets logged: input 0 output 0 log failures: input 3898 output 0 fragment state(in): kept 0 lost 0 fragment state(out): kept 0 lost 0 packet state(in): kept 169364 lost 0 packet state(out): kept 431395 lost 0 ICMP replies: 0 TCP RSTs sent: 0 Result cache hits(in): 1215208 (out): 1098963 IN Pullups succeeded: 2 failed: 0 OUT Pullups succeeded: 0 failed: 0 Fastroute successes: 0 failures: 0 TCP cksum fails(in): 0 (out): 0 Packet log flags set: (0) .... Several options are available. When supplied with either `-i` for inbound or `-o` for outbound, the command will retrieve and display the appropriate list of filter rules currently installed and in use by the kernel. To also see the rule numbers, include `-n`. For example, `ipfstat -on` displays the outbound rules table with rule numbers: [source,shell] .... @1 pass out on xl0 from any to any @2 block out on dc0 from any to any @3 pass out quick on dc0 proto tcp/udp from any to any keep state .... Include `-h` to prefix each rule with a count of how many times the rule was matched. For example, `ipfstat -oh` displays the outbound internal rules table, prefixing each rule with its usage count: [source,shell] .... 2451423 pass out on xl0 from any to any 354727 block out on dc0 from any to any 430918 pass out quick on dc0 proto tcp/udp from any to any keep state .... To display the state table in a format similar to man:top[1], use `ipfstat -t`. When the firewall is under attack, this option provides the ability to identify and see the attacking packets. The optional sub-flags give the ability to select the destination or source IP, port, or protocol to be monitored in real time. Refer to man:ipfstat[8] for details. === IPF Logging IPF provides `ipmon`, which can be used to write the firewall's logging information in a human readable format. It requires that `options IPFILTER_LOG` be first added to a custom kernel using the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]. This command is typically run in daemon mode in order to provide a continuous system log file so that logging of past events may be reviewed. Since FreeBSD has a built in man:syslogd[8] facility to automatically rotate system logs, the default [.filename]#rc.conf# `ipmon_flags` statement uses `-Ds`: [.programlisting] .... ipmon_flags="-Ds" # D = start as daemon # s = log to syslog # v = log tcp window, ack, seq # n = map IP & port to names .... Logging provides the ability to review, after the fact, information such as which packets were dropped, what addresses they came from, and where they were going. This information is useful in tracking down attackers. Once the logging facility is enabled in [.filename]#rc.conf# and started with `service ipmon start`, IPF will only log the rules which contain the `log` keyword. The firewall administrator decides which rules in the ruleset should be logged and normally only deny rules are logged. It is customary to include the `log` keyword in the last rule in the ruleset. This makes it possible to see all the packets that did not match any of the rules in the ruleset. By default, `ipmon -Ds` mode uses `local0` as the logging facility. The following logging levels can be used to further segregate the logged data: [source,shell] .... LOG_INFO - packets logged using the "log" keyword as the action rather than pass or block. LOG_NOTICE - packets logged which are also passed LOG_WARNING - packets logged which are also blocked LOG_ERR - packets which have been logged and which can be considered short due to an incomplete header .... In order to setup IPF to log all data to [.filename]#/var/log/ipfilter.log#, first create the empty file: [source,shell] .... # touch /var/log/ipfilter.log .... Then, to write all logged messages to the specified file, add the following statement to [.filename]#/etc/syslog.conf#: [.programlisting] .... local0.* /var/log/ipfilter.log .... To activate the changes and instruct man:syslogd[8] to read the modified [.filename]#/etc/syslog.conf#, run `service syslogd reload`. Do not forget to edit [.filename]#/etc/newsyslog.conf# to rotate the new log file. Messages generated by `ipmon` consist of data fields separated by white space. Fields common to all messages are: . The date of packet receipt. . The time of packet receipt. This is in the form HH:MM:SS.F, for hours, minutes, seconds, and fractions of a second. . The name of the interface that processed the packet. . The group and rule number of the rule in the format `@0:17`. . The action: `p` for passed, `b` for blocked, `S` for a short packet, `n` did not match any rules, and `L` for a log rule. . The addresses written as three fields: the source address and port separated by a comma, the -> symbol, and the destination address and port. For example: `209.53.17.22,80 -> 198.73.220.17,1722`. . `PR` followed by the protocol name or number: for example, `PR tcp`. . `len` followed by the header length and total length of the packet: for example, `len 20 40`. If the packet is a TCP packet, there will be an additional field starting with a hyphen followed by letters corresponding to any flags that were set. Refer to man:ipf[5] for a list of letters and their flags. If the packet is an ICMP packet, there will be two fields at the end: the first always being "icmp" and the next being the ICMP message and sub-message type, separated by a slash. For example: `icmp 3/3` for a port unreachable message. [[firewalls-blacklistd]] == Blacklistd Blacklistd is a daemon listening to sockets awaiting to receive notifications from other daemons about connection attempts that failed or were successful. It is most widely used in blocking too many connection attempts on open ports. A prime example is SSH running on the internet getting a lot of requests from bots or scripts trying to guess passwords and gain access. Using blacklistd, the daemon can notify the firewall to create a filter rule to block excessive connection attempts from a single source after a number of tries. Blacklistd was first developed on NetBSD and appeared there in version 7. FreeBSD 11 imported blacklistd from NetBSD. This chapter describes how to set up blacklistd, configure it, and provides examples on how to use it. Readers should be familiar with basic firewall concepts like rules. For details, refer to the firewall chapter. PF is used in the examples, but other firewalls available on FreeBSD should be able to work with blacklistd, too. === Enabling Blacklistd The main configuration for blacklistd is stored in man:blacklistd.conf[5]. Various command line options are also available to change blacklistd's run-time behavior. Persistent configuration across reboots should be stored in [.filename]#/etc/blacklistd.conf#. To enable the daemon during system boot, add a `blacklistd_enable` line to [.filename]#/etc/rc.conf# like this: [source,shell] .... # sysrc blacklistd_enable=yes .... To start the service manually, run this command: [source,shell] .... # service blacklistd start .... === Creating a Blacklistd Ruleset Rules for blacklistd are configured in man:blacklistd.conf[5] with one entry per line. Each rule contains a tuple separated by spaces or tabs. Rules either belong to a `local` or a `remote`, which applies to the machine where blacklistd is running or an outside source, respectively. ==== Local Rules An example blacklistd.conf entry for a local rule looks like this: [.programlisting] .... [local] ssh stream * * * 3 24h .... All rules that follow the `[local]` section are treated as local rules (which is the default), applying to the local machine. When a `[remote]` section is encountered, all rules that follow it are handled as remote machine rules. Seven fields separated by either tabs or spaces define a rule. The first four fields identify the traffic that should be blocklisted. The three fields that follow define backlistd's behavior. Wildcards are denoted as asterisks (`*`), matching anything in this field. The first field defines the location. In local rules, these are the network ports. The syntax for the location field is as follows: [.programlisting] .... [address|interface][/mask][:port] .... Addresses can be specified as IPv4 in numeric format or IPv6 in square brackets. An interface name like `_em0_` can also be used. The socket type is defined by the second field. TCP sockets are of type `stream`, whereas UDP is denoted as `dgram`. The example above uses TCP, since SSH is using that protocol. A protocol can be used in the third field of a blacklistd rule. The following protocols can be used: `tcp`, `udp`, `tcp6`, `udp6`, or numeric. A wildcard, like in the example, is typically used to match all protocols unless there is a reason to distinguish traffic by a certain protocol. In the fourth field, the effective user or owner of the daemon process that is reporting the event is defined. The username or UID can be used here, as well as a wildcard (see example rule above). The packet filter rule name is declared by the fifth field, which starts the behavior part of the rule. By default, blacklistd puts all blocks under a pf anchor called `blacklistd` in [.filename]#pf.conf# like this: [.programlisting] .... anchor "blacklistd/*" in on $ext_if block in pass out .... For separate blocklists, an anchor name can be used in this field. In other cases, the wildcard will suffice. When a name starts with a hyphen (`-`) it means that an anchor with the default rule name prepended should be used. A modified example from the above using the hyphen would look like this: [.programlisting] .... ssh stream * * -ssh 3 24h .... With such a rule, any new blocklist rules are added to an anchor called `blacklistd-ssh`. To block whole subnets for a single rule violation, a `/` in the rule name can be used. This causes the remaining portion of the name to be interpreted as the mask to be applied to the address specified in the rule. For example, this rule would block every address adjoining `/24`. [.programlisting] .... 22 stream tcp * */24 3 24h .... [NOTE] ==== It is important to specify the proper protocol here. IPv4 and IPv6 treat /24 differently, that is the reason why `*` cannot be used in the third field for this rule. ==== This rule defines that if any one host in that network is misbehaving, everything else on that network will be blocked, too. The sixth field, called `nfail`, sets the number of login failures required to blocklist the remote IP in question. When a wildcard is used at this position, it means that blocks will never happen. In the example rule above, a limit of three is defined meaning that after three attempts to log into SSH on one connection, the IP is blocked. The last field in a blacklistd rule definition specifies how long a host is blocklisted. The default unit is seconds, but suffixes like `m`, `h`, and `d` can also be specified for minutes, hours, and days, respectively. The example rule in its entirety means that after three times authenticating to SSH will result in a new PF block rule for that host. Rule matches are performed by first checking local rules one after another, from most specific to least specific. When a match occurs, the `remote` rules are applied and the name, `nfail`, and disable fields are changed by the `remote` rule that matched. ==== Remote Rules Remote rules are used to specify how blacklistd changes its behavior depending on the remote host currently being evaluated. Each field in a remote rule is the same as in a local rule. The only difference is in the way blacklistd is using them. To explain it, this example rule is used: [.programlisting] .... [remote] 203.0.113.128/25 * * * =/25 = 48h .... The address field can be an IP address (either v4 or v6), a port or both. This allows setting special rules for a specific remote address range like in this example. The fields for socket type, protocol and owner are identically interpreted as in the local rule. The name fields is different though: the equal sign (`=`) in a remote rule tells blacklistd to use the value from the matching local rule. It means that the firewall rule entry is taken and the `/25` prefix (a netmask of `255.255.255.128`) is added. When a connection from that address range is blocklisted, the entire subnet is affected. A PF anchor name can also be used here, in which case blacklistd will add rules for this address block to the anchor of that name. The default table is used when a wildcard is specified. A custom number of failures in the `nfail` column can be defined for an address. This is useful for exceptions to a specific rule, to maybe allow someone a less strict application of rules or a bit more leniency in login tries. Blocking is disabled when an asterisk is used in this sixth field. Remote rules allow a stricter enforcement of limits on attempts to log in compared to attempts coming from a local network like an office. === Blacklistd Client Configuration There are a few software packages in FreeBSD that can utilize blacklistd's functionality. The two most prominent ones are man:ftpd[8] and man:sshd[8] to block excessive connection attempts. To activate blacklistd in the SSH daemon, add the following line to [.filename]#/etc/ssh/sshd_config#: [.programlisting] .... UseBlacklist yes .... Restart sshd afterwards to make these changes take effect. Blacklisting for man:ftpd[8] is enabled using `-B`, either in [.filename]#/etc/inetd.conf# or as a flag in [.filename]#/etc/rc.conf# like this: [.programlisting] .... ftpd_flags="-B" .... That is all that is needed to make these programs talk to blacklistd. === Blacklistd Management Blacklistd provides the user with a management utility called man:blacklistctl[8]. It displays blocked addresses and networks that are blocklisted by the rules defined in man:blacklistd.conf[5]. To see the list of currently blocked hosts, use `dump` combined with `-b` like this. [source,shell] .... # blacklistctl dump -b address/ma:port id nfail last access 213.0.123.128/25:22 OK 6/3 2019/06/08 14:30:19 .... This example shows that there were 6 out of three permitted attempts on port 22 coming from the address range `213.0.123.128/25`. There are more attempts listed than are allowed because SSH allows a client to try multiple logins on a single TCP connection. A connection that is currently going on is not stopped by blacklistd. The last connection attempt is listed in the `last access` column of the output. To see the remaining time that this host will be on the blocklist, add `-r` to the previous command. [source,shell] .... # blacklistctl dump -br address/ma:port id nfail remaining time 213.0.123.128/25:22 OK 6/3 36s .... In this example, there are 36s seconds left until this host will not be blocked any more. === Removing Hosts from the Block List Sometimes it is necessary to remove a host from the block list before the remaining time expires. Unfortunately, there is no functionality in blacklistd to do that. However, it is possible to remove the address from the PF table using pfctl. For each blocked port, there is a child anchor inside the blacklistd anchor defined in [.filename]#/etc/pf.conf#. For example, if there is a child anchor for blocking port 22 it is called `blacklistd/22`. There is a table inside that child anchor that contains the blocked addresses. This table is called port followed by the port number. In this example, it would be called `port22`. With that information at hand, it is now possible to use man:pfctl[8] to display all addresses listed like this: [source,shell] .... # pfctl -a blacklistd/22 -t port22 -T show ... 213.0.123.128/25 ... .... After identifying the address to be unblocked from the list, the following command removes it from the list: [source,shell] .... # pfctl -a blacklistd/22 -t port22 -T delete 213.0.123.128/25 .... The address is now removed from PF, but will still show up in the blacklistctl list, since it does not know about any changes made in PF. The entry in blacklistd's database will eventually expire and be removed from its output. The entry will be added again if the host is matching one of the block rules in blacklistd again. diff --git a/documentation/content/en/books/handbook/l10n/_index.adoc b/documentation/content/en/books/handbook/l10n/_index.adoc index 6e5df10648..418cb75695 100644 --- a/documentation/content/en/books/handbook/l10n/_index.adoc +++ b/documentation/content/en/books/handbook/l10n/_index.adoc @@ -1,644 +1,644 @@ --- title: Chapter 25. Localization - i18n/L10n Usage and Setup part: Part III. System Administration prev: books/handbook/virtualization next: books/handbook/cutting-edge description: FreeBSD supports localization into many languages, allowing users to view, input, or process data in non-English languages tags: ["i18n", "L10n", "localization", "Locale", "LANG", "MM_CHARSET", "cap_mkdb"] showBookMenu: true weight: 29 path: "/books/handbook/l10n/" --- [[l10n]] = Localization - i18n/L10n Usage and Setup :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 25 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/l10n/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[l10n-synopsis]] == Synopsis FreeBSD is a distributed project with users and contributors located all over the world. As such, FreeBSD supports localization into many languages, allowing users to view, input, or process data in non-English languages. One can choose from most of the major languages, including, but not limited to: Chinese, German, Japanese, Korean, French, Russian, and Vietnamese. The term internationalization has been shortened to i18n, which represents the number of letters between the first and the last letters of `internationalization`. L10n uses the same naming scheme, but from `localization`. The i18n/L10n methods, protocols, and applications allow users to use languages of their choice. This chapter discusses the internationalization and localization features of FreeBSD. After reading this chapter, you will know: * How locale names are constructed. * How to set the locale for a login shell. * How to configure the console for non-English languages. * How to configure Xorg for different languages. * How to find i18n-compliant applications. * Where to find more information for configuring specific languages. Before reading this chapter, you should: * Know how to crossref:ports[ports,install additional third-party applications]. [[using-localization]] == Using Localization Localization settings are based on three components: the language code, country code, and encoding. Locale names are constructed from these parts as follows: [.programlisting] .... LanguageCode_CountryCode.Encoding .... The _LanguageCode_ and _CountryCode_ are used to determine the country and the specific language variation. -crossref:l10n[locale-lang-country,.Common Language and Country Codes] provides some examples of __LanguageCode_CountryCode__: +crossref:l10n[locale-lang-country,Common Language and Country Codes] provides some examples of __LanguageCode_CountryCode__: [[locale-lang-country]] .Common Language and Country Codes [cols="1,1", frame="none", options="header"] |=== | LanguageCode_Country Code | Description |en_US |English, United States |ru_RU |Russian, Russia |zh_TW |Traditional Chinese, Taiwan |=== A complete listing of available locales can be found by typing: [source,shell] .... % locale -a | more .... To determine the current locale setting: [source,shell] .... % locale .... Language specific character sets, such as ISO8859-1, ISO8859-15, KOI8-R, and CP437, are described in man:multibyte[3]. The active list of character sets can be found at the http://www.iana.org/assignments/character-sets[IANA Registry]. Some languages, such as Chinese or Japanese, cannot be represented using ASCII characters and require an extended language encoding using either wide or multibyte characters. Examples of wide or multibyte encodings include EUC and Big5. Older applications may mistake these encodings for control characters while newer applications usually recognize these characters. Depending on the implementation, users may be required to compile an application with wide or multibyte character support, or to configure it correctly. [NOTE] ==== FreeBSD uses Xorg-compatible locale encodings. ==== The rest of this section describes the various methods for configuring the locale on a FreeBSD system. The next section will discuss the considerations for finding and compiling applications with i18n support. [[setting-locale]] === Setting Locale for Login Shell Locale settings are configured either in a user's [.filename]#~/.login_conf# or in the startup file of the user's shell: [.filename]#~/.profile#, [.filename]#~/.bashrc#, or [.filename]#~/.cshrc#. Two environment variables should be set: * `LANG`, which sets the locale * `MM_CHARSET`, which sets the MIME character set used by applications In addition to the user's shell configuration, these variables should also be set for specific application configuration and Xorg configuration. Two methods are available for making the needed variable assignments: the crossref:l10n[login-class,login class] method, which is the recommended method, and the crossref:l10n[startup-file,startup file] method. The next two sections demonstrate how to use both methods. [[login-class]] ==== Login Classes Method This first method is the recommended method as it assigns the required environment variables for locale name and MIME character sets for every possible shell. This setup can either be performed by each user or it can be configured for all users by the superuser. This minimal example sets both variables for Latin-1 encoding in the [.filename]#.login_conf# of an individual user's home directory: [.programlisting] .... me:\ :charset=ISO-8859-1:\ :lang=de_DE.ISO8859-1: .... Here is an example of a user's [.filename]#~/.login_conf# that sets the variables for Traditional Chinese in BIG-5 encoding. More variables are needed because some applications do not correctly respect locale variables for Chinese, Japanese, and Korean: [.programlisting] .... #Users who do not wish to use monetary units or time formats #of Taiwan can manually change each variable me:\ :lang=zh_TW.Big5:\ :setenv=LC_ALL=zh_TW.Big5,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=gcin": #Set gcin as the XIM Input Server .... Alternately, the superuser can configure all users of the system for localization. The following variables in [.filename]#/etc/login.conf# are used to set the locale and MIME character set: [.programlisting] .... language_name|Account Type Description:\ :charset=MIME_charset:\ :lang=locale_name:\ :tc=default: .... So, the previous Latin-1 example would look like this: [.programlisting] .... german|German Users Accounts:\ :charset=ISO-8859-1:\ :lang=de_DE.ISO8859-1:\ :tc=default: .... See man:login.conf[5] for more details about these variables. Note that it already contains pre-defined _russian_ class. Whenever [.filename]#/etc/login.conf# is edited, remember to execute the following command to update the capability database: [source,shell] .... # cap_mkdb /etc/login.conf .... [NOTE] ==== For an end user, the `cap_mkdb` command will need to be run on their [.filename]#~/.login_conf# for any changes to take effect. ==== ===== Utilities Which Change Login Classes In addition to manually editing [.filename]#/etc/login.conf#, several utilities are available for setting the locale for newly created users. When using `vipw` to add new users, specify the _language_ to set the locale: [.programlisting] .... user:password:1111:11:language:0:0:User Name:/home/user:/bin/sh .... When using `adduser` to add new users, the default language can be pre-configured for all new users or specified for an individual user. If all new users use the same language, set `defaultclass=_language_` in [.filename]#/etc/adduser.conf#. To override this setting when creating a user, either input the required locale at this prompt: [source,shell] .... Enter login class: default []: .... or specify the locale to set when invoking `adduser`: [source,shell] .... # adduser -class language .... If `pw` is used to add new users, specify the locale as follows: [source,shell] .... # pw useradd user_name -L language .... To change the login class of an existing user, `chpass` can be used. Invoke it as superuser and provide the username to edit as the argument. [source,shell] .... # chpass user_name .... [[startup-file]] ==== Shell Startup File Method This second method is not recommended as each shell that is used requires manual configuration, where each shell has a different configuration file and differing syntax. As an example, to set the German language for the `sh` shell, these lines could be added to [.filename]#~/.profile# to set the shell for that user only. These lines could also be added to [.filename]#/etc/profile# or [.filename]#/usr/share/skel/dot.profile# to set that shell for all users: [.programlisting] .... LANG=de_DE.ISO8859-1; export LANG MM_CHARSET=ISO-8859-1; export MM_CHARSET .... However, the name of the configuration file and the syntax used differs for the `csh` shell. These are the equivalent settings for [.filename]#~/.login#, [.filename]#/etc/csh.login#, or [.filename]#/usr/share/skel/dot.login#: [.programlisting] .... setenv LANG de_DE.ISO8859-1 setenv MM_CHARSET ISO-8859-1 .... To complicate matters, the syntax needed to configure Xorg in [.filename]#~/.xinitrc# also depends upon the shell. The first example is for the `sh` shell and the second is for the `csh` shell: [.programlisting] .... LANG=de_DE.ISO8859-1; export LANG .... [.programlisting] .... setenv LANG de_DE.ISO8859-1 .... [[setting-console]] === Console Setup Several localized fonts are available for the console. To see a listing of available fonts, type `ls /usr/share/syscons/fonts`. To configure the console font, specify the _font_name_, without the [.filename]#.fnt# suffix, in [.filename]#/etc/rc.conf#: [.programlisting] .... font8x16=font_name font8x14=font_name font8x8=font_name .... The keymap and screenmap can be set by adding the following to [.filename]#/etc/rc.conf#: [.programlisting] .... scrnmap=screenmap_name keymap=keymap_name keychange="fkey_number sequence" .... To see the list of available screenmaps, type `ls /usr/share/syscons/scrnmaps`. Do not include the [.filename]#.scm# suffix when specifying _screenmap_name_. 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 so that letters are moved out of the pseudographics area if the screen font uses a bit 8 column. To see the list of available keymaps, type `ls /usr/share/syscons/keymaps`. When specifying the _keymap_name_, do not include the [.filename]#.kbd# suffix. To test keymaps without rebooting, use man:kbdmap[1]. The `keychange` entry is usually needed to program function keys to match the selected terminal type because function key sequences cannot be defined in the keymap. Next, set the correct console terminal type in [.filename]#/etc/ttys# for all virtual terminal entries. -crossref:l10n[locale-charset,.Defined Terminal Types for Character Sets] summarizes the available terminal types.: +crossref:l10n[locale-charset,Defined Terminal Types for Character Sets] summarizes the available terminal types.: [[locale-charset]] .Defined Terminal Types for Character Sets [cols="1,1", frame="none", options="header"] |=== | Character Set | Terminal Type |ISO8859-1 or ISO8859-15 |`cons25l1` |ISO8859-2 |`cons25l2` |ISO8859-7 |`cons25l7` |KOI8-R |`cons25r` |KOI8-U |`cons25u` |CP437 (VGA default) |`cons25` |US-ASCII |`cons25w` |=== For languages with wide or multibyte characters, install a console for that language from the FreeBSD Ports Collection. -The available ports are summarized in crossref:l10n[locale-console,.Available Console from Ports Collection]. +The available ports are summarized in crossref:l10n[locale-console,Available Console from Ports Collection]. Once installed, refer to the port's [.filename]#pkg-message# or man pages for configuration and usage instructions. [[locale-console]] .Available Console from Ports Collection [cols="1,1", frame="none", options="header"] |=== | Language | Port Location |Traditional Chinese (BIG-5) |package:chinese/big5con[] |Chinese/Japanese/Korean |package:chinese/cce[] |Chinese/Japanese/Korean |package:chinese/zhcon[] |Japanese |package:chinese/kon2[] |Japanese |package:japanese/kon2-14dot[] |Japanese |package:japanese/kon2-16dot[] |=== If moused is enabled in [.filename]#/etc/rc.conf#, additional configuration may be required. By default, the mouse cursor of the man:syscons[4] driver occupies the `0xd0`-`0xd3` range in the character set. If the language uses this range, move the cursor's range by adding the following line to [.filename]#/etc/rc.conf#: [.programlisting] .... mousechar_start=3 .... === Xorg Setup crossref:x11[x11,The X Window System] describes how to install and configure Xorg. When configuring Xorg for localization, additional fonts and input methods are available from the FreeBSD Ports Collection. Application specific i18n settings such as fonts and menus can be tuned in [.filename]#~/.Xresources# and should allow users to view their selected language in graphical application menus. The X Input Method (XIM) protocol is an Xorg standard for inputting non-English characters. -crossref:l10n[locale-xim,.Available Input Methods] summarizes the input method applications which are available in the FreeBSD Ports Collection. +crossref:l10n[locale-xim,Available Input Methods] summarizes the input method applications which are available in the FreeBSD Ports Collection. Additional Fcitx and Uim applications are also available. [[locale-xim]] .Available Input Methods [cols="1,1", frame="none", options="header"] |=== | Language | Input Method |Chinese |package:chinese/gcin[] |Chinese |package:chinese/ibus-chewing[] |Chinese |package:chinese/ibus-pinyin[] |Chinese |package:chinese/oxim[] |Chinese |package:chinese/scim-fcitx[] |Chinese |package:chinese/scim-pinyin[] |Chinese |package:chinese/scim-tables[] |Japanese |package:japanese/ibus-anthy[] |Japanese |package:japanese/ibus-mozc[] |Japanese |package:japanese/ibus-skk[] |Japanese |package:japanese/im-ja[] |Japanese |package:japanese/kinput2[] |Japanese |package:japanese/scim-anthy[] |Japanese |package:japanese/scim-canna[] |Japanese |package:japanese/scim-honoka[] |Japanese |package:japanese/scim-honoka-plugin-romkan[] |Japanese |package:japanese/scim-honoka-plugin-wnn[] |Japanese |package:japanese/scim-prime[] |Japanese |package:japanese/scim-skk[] |Japanese |package:japanese/scim-tables[] |Japanese |package:japanese/scim-tomoe[] |Japanese |package:japanese/scim-uim[] |Japanese |package:japanese/skkinput[] |Japanese |package:japanese/skkinput3[] |Japanese |package:japanese/uim-anthy[] |Korean |package:korean/ibus-hangul[] |Korean |package:korean/imhangul[] |Korean |package:korean/nabi[] |Korean |package:korean/scim-hangul[] |Korean |package:korean/scim-tables[] |Vietnamese |package:vietnamese/xvnkb[] |Vietnamese |package:vietnamese/x-unikey[] |=== [[l10n-compiling]] == Finding i18n Applications i18n applications are programmed using i18n kits under libraries. These allow developers to write a simple file and translate displayed menus and texts to each language. The link:https://ports.FreeBSD.org[FreeBSD Ports Collection] contains many applications with built-in support for wide or multibyte characters for several languages. Such applications include `i18n` in their names for easy identification. However, they do not always support the language needed. Some applications can be compiled with the specific charset. This is usually done in the port's [.filename]#Makefile# or by passing a value to configure. Refer to the i18n documentation in the respective FreeBSD port's source for more information on how to determine the needed configure value or the port's [.filename]#Makefile# to determine which compile options to use when building the port. [[lang-setup]] == Locale Configuration for Specific Languages This section provides configuration examples for localizing a FreeBSD system for the Russian language. It then provides some additional resources for localizing other languages. [[ru-localize]] === Russian Language (KOI8-R Encoding) This section shows the specific settings needed to localize a FreeBSD system for the Russian language. Refer to crossref:l10n[using-localization,Using Localization] for a complete description of each type of setting. To set this locale for the login shell, add the following lines to each user's [.filename]#~/.login_conf#: [.programlisting] .... me:My Account:\ :charset=KOI8-R:\ :lang=ru_RU.KOI8-R: .... To configure the console, add the following lines to [.filename]#/etc/rc.conf#: [.programlisting] .... keymap="ru.utf-8" scrnmap="utf-82cp866" font8x16="cp866b-8x16" font8x14="cp866-8x14" font8x8="cp866-8x8" mousechar_start=3 .... For each `ttyv` entry in [.filename]#/etc/ttys#, use `cons25r` as the terminal type. To configure printing, a special output filter is needed to convert from KOI8-R to CP866 since most printers with Russian characters come with hardware code page CP866. FreeBSD includes a default filter for this purpose, [.filename]#/usr/libexec/lpr/ru/koi2alt#. To use this filter, add this entry to [.filename]#/etc/printcap#: [.programlisting] .... 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: .... Refer to man:printcap[5] for a more detailed explanation. To configure support for Russian filenames in mounted MS-DOS(R) file systems, include `-L` and the locale name when adding an entry to [.filename]#/etc/fstab#: [.programlisting] .... /dev/ad0s2 /dos/c msdos rw,-Lru_RU.KOI8-R 0 0 .... Refer to man:mount_msdosfs[8] for more details. To configure Russian fonts for Xorg, install the package:x11-fonts/xorg-fonts-cyrillic[] package. Then, check the `"Files"` section in [.filename]#/etc/X11/xorg.conf#. The following line must be added _before_ any other `FontPath` entries: [.programlisting] .... FontPath "/usr/local/lib/X11/fonts/cyrillic" .... Additional Cyrillic fonts are available in the Ports Collection. To activate a Russian keyboard, add the following to the `"Keyboard"` section of [.filename]#/etc/xorg.conf#: [.programlisting] .... Option "XkbLayout" "us,ru" Option "XkbOptions" "grp:toggle" .... Make sure that `XkbDisable` is commented out in that file. For `grp:toggle` use kbd:[Right Alt], for `grp:ctrl_shift_toggle` use kbd:[Ctrl+Shift]. For `grp:caps_toggle` use kbd:[CapsLock]. The old kbd:[CapsLock] function is still available in LAT mode only using kbd:[Shift+CapsLock]. `grp:caps_toggle` does not work in Xorg for some unknown reason. If the keyboard has "Windows(R)" keys, and some non-alphabetical keys are mapped incorrectly, add the following line to [.filename]#/etc/xorg.conf#: [.programlisting] .... Option "XkbVariant" ",winkeys" .... [NOTE] ==== The Russian XKB keyboard may not work with non-localized applications. Minimally localized applications should call a `XtSetLanguageProc (NULL, NULL, NULL);` function early in the program. ==== See http://koi8.pp.ru/xwin.html[http://koi8.pp.ru/xwin.html] for more instructions on localizing Xorg applications. For more general information about KOI8-R encoding, refer to http://koi8.pp.ru/[http://koi8.pp.ru/]. === Additional Language-Specific Resources This section lists some additional resources for configuring other locales. Traditional Chinese for Taiwan:: The FreeBSD-Taiwan Project has a Chinese HOWTO for FreeBSD at http://netlab.cse.yzu.edu.tw/\~statue/freebsd/zh-tut/[http://netlab.cse.yzu.edu.tw/~statue/freebsd/zh-tut/]. Greek Language Localization:: A complete article on Greek support in FreeBSD is available https://www.FreeBSD.org/doc/gr/articles/greek-language-support/[here], in Greek only, as part of the official FreeBSD Greek documentation. Japanese and Korean Language Localization:: For Japanese, refer to http://www.jp.FreeBSD.org/[http://www.jp.FreeBSD.org/], and for Korean, refer to http://www.kr.FreeBSD.org/[http://www.kr.FreeBSD.org/]. Non-English FreeBSD Documentation:: Some FreeBSD contributors have translated parts of the FreeBSD documentation to other languages. They are available through links on the link:https://www.FreeBSD.org/[FreeBSD web site] or in [.filename]#/usr/share/doc#. diff --git a/documentation/content/en/books/handbook/mail/_index.adoc b/documentation/content/en/books/handbook/mail/_index.adoc index 5128c829a2..48f58ef4c1 100644 --- a/documentation/content/en/books/handbook/mail/_index.adoc +++ b/documentation/content/en/books/handbook/mail/_index.adoc @@ -1,964 +1,963 @@ --- title: Chapter 31. Electronic Mail part: IV. Network Communication prev: books/handbook/ppp-and-slip next: books/handbook/network-servers description: This chapter provides a basic introduction to running a mail server on FreeBSD, as well as an introduction to sending and receiving email using FreeBSD tags: ["mail", "sendmail", "dma", "MTA", "SMTP", "mail user agents", "fetchmail", "procmail", "alpine", "mutt", "postfix"] showBookMenu: true weight: 36 path: "/books/handbook/mail/" --- [[mail]] = Electronic Mail :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 31 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/mail/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[mail-synopsis]] == Synopsis "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, as well as an introduction to sending and receiving email using FreeBSD. For a complete coverage of this subject, refer to the books listed in crossref:bibliography[bibliography,Bibliography]. This chapter covers: * Which software components are involved in sending and receiving electronic mail. * How to configure DragonFly Mail Agent. * Where basic Sendmail configuration files are located in FreeBSD. * The difference between remote and local mailboxes. * How to install and configure an alternate Mail Transfer Agent, replacing DragonFly Mail Agent or Sendmail. * How to troubleshoot common mail server problems. * How to configure Sendmail to only send mail. * How to configure SMTP authentication for added security in Sendmail. * How to install and use a Mail User Agent, such as mutt, to send and receive email. * How to download mail from a remote POP or IMAP server. * How to automatically apply filters and rules to incoming email. [[mail-using]] == Mail Components There are five major parts involved in an email exchange: the Mail User Agent (MUA), the Mail Transfer Agent (MTA), a mail host, a remote or local mailbox, and DNS. This section provides an overview of these components. Mail User Agent (MUA):: The Mail User Agent (MUA) is an application which is used to compose, send, and receive emails. This application can be a command line program, such as the built-in `mail` utility or a third-party application from the Ports Collection, such as alpine, elm, or mutt. Dozens of graphical programs are also available in the Ports Collection, including Claws Mail, Evolution, and Thunderbird. Some organizations provide a web mail program which can be accessed through a web browser. More information about installing and using a MUA on FreeBSD can be found in crossref:mail[mail-agents, Mail User Agents]. Mail Transfer Agent (MTA):: The Mail Transfer Agent (MTA) is responsible for receiving incoming mail and delivering outgoing mail. Starting with FreeBSD version 14.0, the default MTA is DragonFly Mail Agent (man:dma[8]); in earlier versions, it is man:sendmail[8]. Other MTAs, including Exim, Postfix, and qmail, may be installed to replace the default MTA. Mail Host and Mailboxes:: The mail host is a server that is responsible for delivering and receiving mail for a host or a network. The mail host collects all mail sent to the domain and stores it either in the default `mbox` or the alternative Maildir format, depending on the configuration. Once mail has been stored, it may either be read locally using a MUA or remotely accessed and collected using protocols such as POP or IMAP. If mail is read locally, a POP or IMAP server does not need to be installed. Domain Name System (DNS):: The Domain Name System (DNS) and its daemon man:named[8] play a large role in the delivery of mail. In order to deliver mail from one site to another, the MTA will look up the remote site in DNS to determine which host will receive mail for the destination. This process also occurs when mail is sent from a remote host to the MTA. [[dragonFly-mail-agent]] == DragonFly Mail Agent (DMA) DragonFly Mail Agent (DMA) is the default MTA in FreeBSD starting with version 14.0. man:dma[8] is a small Mail Transport Agent (MTA), designed for home and office use. It accepts mails from locally installed Mail User Agents (MUA) and delivers the mails either locally or to a remote destination. Remote delivery includes several features like TLS/SSL support and SMTP authentication. man:dma[8] is not intended as a replacement for real, big MTAs like man:sendmail[8] or man:postfix[1]. Consequently, man:dma[8] does not listen on port 25 for incoming connections. [[configuring-dragonfly-mail-agent]] === Configuring DragonFly Mail Agent (DMA) DMA comes with a default configuration that will be suitable for many deployments. Custom settings are defined in [.filename]#/etc/dma/dma.conf#, and SMTP authentication is configured in [.filename]#/etc/dma/auth.conf#. [[configuring-gmail-dma]] ==== Using DMA to Route Outgoing Mail through Gmail (STARTTLS:SMTP example) This example [.filename]#/etc/dma/dma.conf# can be used to send mail using Google's SMTP servers. [.programlisting] .... SMARTHOST smtp.gmail.com PORT 587 AUTHPATH /etc/dma/auth.conf SECURETRANSFER STARTTLS MASQUERADE username@gmail.com .... Authentication can be set with one line in [.filename]#/etc/dma/auth.conf#: [.programlisting] .... username@gmail.com|smtp.gmail.com:password .... Execute the following command to test the configuration: [source,shell] .... % echo this is a test | mail -v -s testing-email username@gmail.com .... [[configuring-fastmail-dma]] ==== Using DMA to Route Outgoing Mail through Fastmail (SSL/TLS example) This example [.filename]#/etc/dma/dma.conf# can be used to send mail using Fastmail's SMTP servers. [.programlisting] .... SMARTHOST smtp.fastmail.com PORT 465 AUTHPATH /etc/dma/auth.conf SECURETRANSFER MAILNAME example.server.com .... Authentication can be set with one line in [.filename]#/etc/dma/auth.conf#: [.programlisting] .... username@fastmail.com|smtp.fastmail.com:password .... Execute the following command to test the configuration: [source,shell] .... % echo this is a test | mail -v -s testing-email username@fastmail.com .... [[configuring-custom-dma]] ==== Using DMA to Route Outgoing Mail through a Custom Mail Host This example [.filename]#/etc/dma/dma.conf# can be used to send mail using a custom mail host. [.programlisting] .... SMARTHOST mail.example.org PORT 587 AUTHPATH /etc/dma/auth.conf SECURETRANSFER STARTTLS .... Authentication can be set with one line in [.filename]#/etc/dma/auth.conf#: [.programlisting] .... username@example.org|mail.example.org:password .... Execute the following command to test the configuration: [source,shell] .... % echo this is a test | mail -v -s testing-email username@example.org .... [[sendmail]] == Sendmail Sendmail is a venerable and versatile Mail Transfer Agent (MTA) with a long history in UNIX(R) and UNIX-like systems. It was a part of the FreeBSD base system until FreeBSD 13, offering robust email transport capabilities, extensive customization options, and support for complex routing and filtering. [[configuring-sendmail]] === Configuration Files The configuration files for Sendmail are located in [.filename]#/etc/mail/#. [.filename]#/etc/mail/access#:: This access database file defines which hosts or IP addresses have access to the local mail server and what kind of access they have. Hosts listed as `OK`, which is the default option, are allowed to send mail to this host as long as the mail's final destination is the local machine. Hosts listed as `REJECT` are rejected for all mail connections. Hosts listed as `RELAY` are allowed to send mail for any destination using this mail server. Hosts listed as `ERROR` will have their mail returned with the specified mail error. If a host is listed as `SKIP`, Sendmail will abort the current search for this entry without accepting or rejecting the mail. Hosts listed as `QUARANTINE` will have their messages held and will receive the specified text as the reason for the hold. + Examples of using these options for both IPv4 and IPv6 addresses can be found in the FreeBSD sample configuration, [.filename]#/etc/mail/access.sample#: + To configure the access database, use the format shown in the sample to make entries in [.filename]#/etc/mail/access#, but do not put a comment symbol (`+#+`) in front of the entries. Create an entry for each host or network whose access should be configured. Mail senders that match the left side of the table are affected by the action on the right side of the table. + Whenever this file is updated, update its database and restart Sendmail: + [source,shell] .... # makemap hash /etc/mail/access < /etc/mail/access # service sendmail restart .... [.filename]#/etc/mail/aliases#:: This database file contains a list of virtual mailboxes that are expanded to users, files, programs, or other aliases. Here are a few entries to illustrate the file format: + [.programlisting] .... root: localuser ftp-bugs: joe,eric,paul bit.bucket: /dev/null procmail: "|/usr/local/bin/procmail" .... + The mailbox name on the left side of the colon is expanded to the target(s) on the right. The first entry expands the `root` mailbox to the `localuser` mailbox, which is then looked up in the [.filename]#/etc/mail/aliases# database. If no match is found, the message is delivered to `localuser`. The second entry shows a mail list. Mail to `ftp-bugs` is expanded to the three local mailboxes `joe`, `eric`, and `paul`. A remote mailbox could be specified as _user@example.com_. The third entry shows how to write mail to a file, in this case [.filename]#/dev/null#. The last entry demonstrates how to send mail to a program, [.filename]#/usr/local/bin/procmail#, through a UNIX(R) pipe. Refer to man:aliases[5] for more information about the format of this file. + Whenever this file is updated, run `newaliases` to update and initialize the aliases database. [.filename]#/etc/mail/sendmail.cf#:: This is the master configuration file for Sendmail. It controls the overall behavior of Sendmail, including everything from rewriting email addresses to printing rejection messages to remote mail servers. Accordingly, this configuration file is quite complex. 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. Refer to [.filename]#/usr/src/contrib/sendmail/cf/README# for some of the details. + Whenever changes to this file are made, Sendmail needs to be restarted for the changes to take effect. [.filename]#/etc/mail/virtusertable#:: This database file maps mail addresses for virtual domains and users to real mailboxes. These mailboxes can be local, remote, aliases defined in [.filename]#/etc/mail/aliases#, or files. This allows multiple virtual domains to be hosted on one machine. + FreeBSD provides a sample configuration file in [.filename]#/etc/mail/virtusertable.sample# to further demonstrate its format. The following example demonstrates how to create custom entries using that format: + [.programlisting] .... root@example.com root postmaster@example.com postmaster@noc.example.net @example.com joe .... + This file is processed in a first match order. When an email address matches the address on the left, it is mapped to the local mailbox listed on the right. The format of the first entry in this example maps a specific email address to a local mailbox, whereas the format of the second entry maps a specific email address to a remote mailbox. Finally, any email address from `example.com` which has not matched any of the previous entries will match the last mapping and be sent to the local mailbox `joe`. When creating custom entries, use this format and add them to [.filename]#/etc/mail/virtusertable#. Whenever this file is edited, update its database and restart Sendmail: + [source,shell] .... # makemap hash /etc/mail/virtusertable < /etc/mail/virtusertable # service sendmail restart .... [.filename]#/etc/mail/relay-domains#:: In a default FreeBSD installation, Sendmail is configured to only send mail from the host it is running on. For example, if a POP server is available, users will be able to check mail from remote locations but they 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` message. + The most straightforward solution is to add the ISP's FQDN to [.filename]#/etc/mail/relay-domains#. If multiple addresses are needed, add them one per line: + [.programlisting] .... your.isp.example.com other.isp.example.net users-isp.example.org www.example.org .... + After creating or editing this file, restart Sendmail with `service sendmail restart`. + Now any mail sent through the system by any host in this list, provided the user has an account on the system, will succeed. This allows users to send mail from the system remotely without opening the system up to relaying SPAM from the Internet. [[mail-changingmta]] == Changing the Mail Transfer Agent Starting with FreeBSD version 14.0, man:dma[8] is the default MTA, and before 14.0, the default MTA is man:sendmail[8]. However, the system administrator can change the system's MTA. A wide choice of alternative MTAs is available from the `mail` category of the FreeBSD Ports Collection. [WARNING] ==== If the default's outgoing mail service is disabled, it is important that it is replaced with an alternative mail delivery system. Otherwise, system functions such as man:periodic[8] will be unable to deliver their results by email. Many parts of the system expect a functional MTA. If applications continue to use the default binaries to try to send email after they are disabled, mail could go into an inactive queue and never be delivered. ==== [[replace-sendmail-dma]] === Replacing Sendmail with Other MTA In order to completely disable man:sendmail[8] execute the following commands: [source,shell] .... # sysrc sendmail_enable="NO" # sysrc sendmail_submit_enable="NO" # sysrc sendmail_outbound_enable="NO" # sysrc sendmail_msp_queue_enable="NO" .... To only disable man:sendmail[8]'s incoming mail service execute the following command: [source,shell] .... # sysrc sendmail_enable="NO" .... Then stop the man:sendmail[8] service: [source,shell] .... # service sendmail onestop .... Some extra configuration is needed as man:sendmail[8] is so ubiquitous that some software assumes it is already installed and configured. Check [.filename]#/etc/periodic.conf# and make sure that these values are set to `NO`. If this file does not exist, create it with these entries: [.programlisting] .... daily_clean_hoststat_enable="NO" daily_status_mail_rejects_enable="NO" daily_status_include_submit_mailq="NO" daily_submit_queuerun="NO" .... The next step is to install another MTA, man:dma[8] will be used in this example. As pointed above, man:dma[8] is the default MTA in FreeBSD starting with version 14.0. Therefore, it is only necessary to install it from the ports if you are using a previous version. To install it execute the following command: [source,shell] .... # pkg install dma .... Perform the configuration as indicated in crossref:mail[configuring-dragonfly-mail-agent, Configuring DragonFly Mail Agent (DMA)]. Then change all the entries in the file [.filename]#/etc/mail/mailer.conf# to man:dma[8]: [.programlisting] .... # Execute the "real" sendmail program, named /usr/libexec/sendmail/sendmail # # If dma(8) is installed, an example mailer.conf that uses dma(8) instead can # be found in /usr/share/examples/dma # sendmail /usr/local/libexec/dma mailq /usr/local/libexec/dma newaliases /usr/local/libexec/dma .... [NOTE] ==== When using the version of man:dma[8] included in the base system, the paths will change to [.filename]#/usr/libexec/dma#. ==== To ensure that anything in the queue is flushed at boot or before shutdown, execute the following command: [source,shell] .... # sysrc dma_flushq_enable="YES" .... Once everything is configured, it is recommended to reboot the system. Rebooting provides the opportunity to ensure that the system is correctly configured to start the new MTA automatically on boot. [[replace-dma]] === Replacing DragonFly Mail Agent (DMA) with Other MTA As noted above, starting with FreeBSD version 14.0, the default MTA is DMA. In this example, package:mail/postfix[] will be used as the alternative MTA. Before installing package:mail/postfix[] some extra configuration is needed. Check [.filename]#/etc/periodic.conf# and make sure that these values are set to `NO`. If this file does not exist, create it with these entries: [.programlisting] .... daily_clean_hoststat_enable="NO" daily_status_mail_rejects_enable="NO" daily_status_include_submit_mailq="NO" daily_submit_queuerun="NO" .... Then install package:mail/postfix[]: [source,shell] .... # pkg install postfix .... To start package:mail/postfix[] at system boot execute the following command: [source,shell] .... # sysrc postfix_enable="YES" .... [TIP] ==== It is good practice to read the installation message after installing an application. Provides useful information about settings, etc. ==== If postfix is *not* already activated in [.filename]#/usr/local/etc/mail/mailer.conf# execute the following commands: [source,shell] .... mv /usr/local/etc/mail/mailer.conf /usr/local/etc/mail/mailer.conf.old install -d /usr/local/etc/mail install -m 0644 /usr/local/share/postfix/mailer.conf.postfix /usr/local/etc/mail/mailer.conf .... When employing SASL, ensure that postfix has access to read the sasldb file. This is accomplished by adding postfix to group mail and making the [.filename]#/usr/local/etc/sasldb*# file(s) readable by group mail (this should be the default for new installs). Once everything is configured, it is recommended to reboot the system. Rebooting provides the opportunity to ensure that the system is correctly configured to start the new MTA automatically on boot. [[mail-agents]] == Mail User Agents A MUA is an application that is used to send and receive email. As email "evolves" and becomes more complex, MUAs are becoming increasingly powerful and provide users increased functionality and flexibility. The `mail` category of the FreeBSD Ports Collection contains numerous MUAs. These include graphical email clients such as Evolution or Balsa and console based clients such as mutt or alpine. [[mail-command]] === mail man:mail[1] is the default MUA installed with FreeBSD. It is a console based MUA that offers the basic functionality required to send and receive text-based email. It provides limited attachment support and can only access local mailboxes. Although man:mail[1] does not natively support interaction with POP or IMAP servers, these mailboxes may be downloaded to a local `mbox` using an application such as fetchmail or getmail. In order to send and receive email, run man:mail[1]: [source,shell] .... % mail .... The contents of the user's mailbox in [.filename]#/var/mail# are automatically read by man:mail[1]. Should the mailbox be empty, the utility exits with a message indicating that no mail could be found. If mail exists, the application interface starts, and a list of messages will be displayed. Messages are automatically numbered, as can be seen in the following example: [.programlisting] .... Mail version 8.1 6/6/93. Type ? for help. "/var/mail/username": 3 messages 3 new >N 1 root@localhost Mon Mar 8 14:05 14/510 "test" N 2 root@localhost Mon Mar 8 14:05 14/509 "user account" N 3 root@localhost Mon Mar 8 14:05 14/509 "sample" .... Messages can now be read by typing kbd:[t] followed by the message number. This example reads the first email: [.programlisting] .... & t 1 Message 1: From root@localhost Mon Mar 8 14:05:52 2004 X-Original-To: username@localhost Delivered-To: username@localhost To: username@localhost Subject: test Date: Mon, 8 Mar 2004 14:05:52 +0200 (SAST) From: root@localhost (Charlie Root) This is a test message, please reply if you receive it. .... As seen in this example, the message will be displayed with full headers. To display the list of messages again, press kbd:[h]. If the email requires a reply, press either kbd:[R] or kbd:[r] man:mail[1] keys. kbd:[R] instructs man:mail[1] to reply only to the sender of the email, while kbd:[r] replies to all other recipients of the message. These commands can be suffixed with the mail number of the message to reply to. After typing the response, the end of the message should be marked by a single kbd:[.] on its own line. An example can be seen below: [.programlisting] .... & R 1 To: root@localhost Subject: Re: test Thank you, I did get your email. . EOT .... In order to send a new email, press kbd:[m], followed by the recipient email address. Multiple recipients may be specified by separating each address with the kbd:[,] delimiter. The subject of the message may then be entered, followed by the message contents. The end of the message should be specified by putting a single kbd:[.] on its own line. [.programlisting] .... & mail root@localhost Subject: I mastered mail Now I can send and receive email using mail ... :) . EOT .... While using man:mail[1], press kbd:[?] to display help at any time. Refer to man:mail[1] for more help on how to use man:mail[1]. [NOTE] ==== man:mail[1] was not designed to handle attachments and thus deals with them poorly. Newer MUAs handle attachments in a more intelligent way. ==== [[mutt-command]] === Mutt Mutt is a powerful MUA, with many features, including: * The ability to thread messages. * PGP support for digital signing and encryption of email. * MIME support. * Maildir support. * Highly customizable. Refer to link:http://www.mutt.org[http://www.mutt.org] for more information on Mutt. [TIP] ==== A Mutt fork called NeoMutt is worth mentioning, which brings added features. See more on the link:https://neomutt.org/about.html[NeoMutt website]. If NeoMutt was chosen, replace the following command examples from `mutt` to `neomutt`. ==== Mutt may be installed using the package:mail/mutt[] port. After the port has been installed, Mutt can be started by issuing the following command: [source,shell] .... % mutt .... Mutt will automatically read and display the contents of the user mailbox in [.filename]#/var/mail#. If no mails are found, Mutt will wait for commands from the user. The example below shows Mutt displaying a list of messages: image::mutt1.png[Mutt email client showing a list of messages] To read an email, select it using the cursor keys and press kbd:[Enter]. An example of Mutt displaying email can be seen below: image::mutt2.png[Mutt email client displaying an email] Similar to man:mail[1], Mutt can be used to reply only to the sender of the message as well as to all recipients. To reply only to the sender of the email, press kbd:[r]. To send a group reply to the original sender as well as all the message recipients, press kbd:[g]. [NOTE] ==== By default, Mutt uses the man:vi[1] editor for creating and replying to emails. Each user can customize this by creating or editing the [.filename]#.muttrc# in their home directory and setting the `editor` variable or by setting the `EDITOR` environment variable. Refer to link:http://www.mutt.org/[http://www.mutt.org/] for more information about configuring Mutt. ==== To compose a new mail message, press kbd:[m]. After a valid subject has been given, Mutt will start man:vi[1] so the email can be written. Once the contents of the email are complete, save and quit from `vi`. Mutt will resume, displaying a summary screen of the mail that is to be delivered. In order to send the mail, press kbd:[y]. An example of the summary screen can be seen below: image::mutt3.png[Mutt email client showing the summary screen] Mutt contains extensive help which can be accessed from most of the menus by pressing kbd:[?]. The top line also displays the keyboard shortcuts where appropriate. [[alpine-command]] === alpine alpine is aimed at a beginner user, but also includes some advanced features. [WARNING] ==== alpine has had several remote vulnerabilities discovered in the past, which allowed remote attackers to execute arbitrary code as users on the local system, by the action of sending a specially-prepared email. While _known_ problems have been fixed, alpine code is written in an insecure style and the FreeBSD Security Officer believes there are likely to be other undiscovered vulnerabilities. Users install alpine at their own risk. ==== The current version of alpine may be installed using the package:mail/alpine[] port. Once the port has installed, alpine can be started by issuing the following command: [source,shell] .... % alpine .... The first time alpine runs, it displays a greeting page with a brief introduction, as well as a request from the alpine development team to send an anonymous email message allowing them to judge how many users are using their client. To send this anonymous message, press kbd:[Enter]. Alternatively, press kbd:[E] to exit the greeting without sending an anonymous message. An example of the greeting page is shown below: image::pine1.png[alpine email client showing the greeting page] The main menu is then presented, which can be navigated using the cursor keys. This main menu provides shortcuts for the composing new mails, browsing mail directories, and administering address book entries. Below the main menu, relevant keyboard shortcuts to perform functions specific to the task at hand are shown. The default directory opened by alpine is [.filename]#inbox#. To view the message index, press kbd:[I], or select the [.guimenuitem]#MESSAGE INDEX# option shown below: image::pine2.png[alpine email client showing the default directory] The message index shows messages in the current directory and can be navigated by using the cursor keys. Highlighted messages can be read by pressing kbd:[Enter]. image::pine3.png[alpine email client showing the message index] In the screenshot below, a sample message is displayed by alpine. Contextual keyboard shortcuts are displayed at the bottom of the screen. An example of one of a shortcut is kbd:[r], which tells the MUA to reply to the current message being displayed. image::pine4.png[alpine email client showing an email] Replying to an email in alpine is done using the pico editor, which is installed by default with alpine. pico makes it easy to navigate the message and is easier for novice users to use than man:vi[1] or man:mail[1]. Once the reply is complete, the message can be sent by pressing kbd:[Ctrl+X]. alpine will ask for confirmation before sending the message. image::pine5.png[alpine email client showing the message compose window] alpine can be customized using the [.guimenuitem]#SETUP# option from the main menu. [[mail-advanced]] == Advanced Topics This section covers more involved topics such as mail configuration and setting up mail for an entire domain. [[mail-config]] === Basic Configuration Out of the box, one can send email to external hosts as long as [.filename]#/etc/resolv.conf# is configured or the network has access to a configured DNS server. To have email delivered to the MTA on the FreeBSD host, do one of the following: * Run a DNS server for the domain. * Get mail delivered directly to the FQDN for the machine. In order to have mail delivered directly to a host, it must have a permanent static IP address, not a dynamic IP address. If the system is behind a firewall, it must be configured to allow SMTP traffic. To receive mail directly at a host, one of these two must be configured: * Make sure that the lowest-numbered MX record in DNS points to the host's static IP address. * Make sure there is no MX entry in the DNS for the host. Either of the above will allow mail to be received directly at the host. Try this: [source,shell] .... # hostname .... The output should be similar to the following: [.programlisting] .... example.FreeBSD.org .... [source,shell] .... # host example.FreeBSD.org .... The output should be similar to the following: [.programlisting] .... example.FreeBSD.org has address 204.216.27.XX .... In this example, mail sent directly to mailto:yourlogin@example.FreeBSD.org[yourlogin@example.FreeBSD.org] should work without problems, assuming a full-featured MTA is running correctly on `example.FreeBSD.org`. Note that man:dma[8] does not listen on port 25 for incoming connections and cannot be used in this scenario. For this example: [source,shell] .... # host example.FreeBSD.org .... The output should be similar to the following: [.programlisting] .... example.FreeBSD.org has address 204.216.27.XX example.FreeBSD.org mail is handled (pri=10) by nevdull.FreeBSD.org .... All mail sent to `example.FreeBSD.org` will be collected on `nevdull` under the same username instead of being sent directly to your host. The above information is handled by the DNS server. The DNS record that carries mail routing information is the link:https://en.wikipedia.org/wiki/MX_record[mail exchanger record (MX record)]. 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: [.programlisting] .... freefall MX 30 mail.crl.net freefall MX 40 agora.rdrop.com freefall MX 10 freefall.FreeBSD.org freefall MX 20 who.cdrom.com .... `freefall` had many MX entries. The lowest MX number is the host that receives mail directly, if available. If it is not accessible for some reason, the next lower-numbered host will accept messages temporarily, and pass it along when a lower-numbered host becomes available. Alternate MX sites should have separate Internet connections in order to be most useful. Your ISP can provide this service. [[mail-domain]] === Mail for a Domain When configuring an MTA for a network, any mail sent to hosts in its domain should be diverted to the MTA so that users can receive their mail on the master mail server. To make life easiest, a user account with the same _username_ should exist on both the MTA and the system with the MUA. Use man:adduser[8] to create the user accounts. [TIP] ==== In addition to adding local users to the host, there are alternative methods known as virtual users. Programs like link:https://www.cyrusimap.org/[Cyrus] and link:https://www.dovecot.org/[Dovecot] can be integrated into MTAs to handle users, mail storage, and also provide access via POP3 and IMAP. ==== The MTA must be the designated mail exchanger for each workstation on the network. This is done in the DNS configuration with an MX record: [.programlisting] .... example.FreeBSD.org A 204.216.27.XX ; Workstation MX 10 nevdull.FreeBSD.org ; Mailhost .... This will redirect mail for the workstation to the MTA no matter where the A record points. The mail is sent to the MX host. This must be configured on a DNS server. If the network does not run its own DNS server, talk to the ISP or DNS provider. The following is an example of virtual email hosting. Consider a customer with the domain `customer1.org`, where all the mail for `customer1.org` should be sent to `mail.myhost.com`. The DNS entry should look like this: [.programlisting] .... customer1.org MX 10 mail.myhost.com .... An `A` record is _not_ needed for `customer1.org` in order to only handle email for that domain. However, running `ping` against `customer1.org` will not work unless an `A` record exists for it. Tell the MTA which domains and/or hostnames it should accept mail for. Either of the following will work for Sendmail: * Add the hosts to [.filename]#/etc/mail/local-host-names# when using the `FEATURE(use_cw_file)`. * Add a `Cwyour.host.com` line to [.filename]#/etc/sendmail.cf#. [[outgoing-only]] === Setting Up to Send Only There are many instances where one may only want to send mail through a relay. Some examples are: * The computer is a desktop machine that needs to use programs such as man:mail[1], using the ISP's mail relay. * The computer is a server that does not handle mail locally, but needs to pass off all mail to a relay for processing. While any MTA is capable of filling this particular niche, it can be difficult to properly configure a full-featured MTA just to handle offloading mail. Programs such as Sendmail and Postfix are overkill for this use. Additionally, a typical Internet access service agreement may forbid one from running a "mail server". The easiest way to fulfill those needs is to use the man:dma[8] MTA included in the crossref:mail[configuring-dragonfly-mail-agent, base system]. For systems up to 13.2, need be to installed from ports. In addition to man:dma[8], third-party software can be used to achieve the same, like package:mail/ssmtp[]. [source,shell] .... # cd /usr/ports/mail/ssmtp # make install replace clean .... Once installed, package:mail/ssmtp[] can be configured with [.filename]#/usr/local/etc/ssmtp/ssmtp.conf#: [.programlisting] .... root=yourrealemail@example.com mailhub=mail.example.com rewriteDomain=example.com hostname=_HOSTNAME_ .... Use the real email address for `root`. Enter the ISP's outgoing mail relay in place of `mail.example.com`. Some ISPs call this the "outgoing mail server" or "SMTP server". Make sure to disable Sendmail, including the outgoing mail service. -See crossref:mail[mail-disable-sendmail] for details. package:mail/ssmtp[] has some other options available. Refer to the examples in [.filename]#/usr/local/etc/ssmtp# or the manual page of ssmtp for more information. Setting up ssmtp in this manner allows any software on the computer that needs to send mail to function properly, while not violating the ISP's usage policy or allowing the computer to be hijacked for spamming. [[SMTP-Auth]] === SMTP Authentication in Sendmail Configuring SMTP authentication on the MTA provides a number of benefits. SMTP authentication adds a layer of security to Sendmail, and provides mobile users who switch hosts the ability to use the same MTA without the need to reconfigure their mail client's settings each time. Install package:security/cyrus-sasl2[] from the Ports Collection. This port supports a number of compile-time options. For the SMTP authentication method demonstrated in this example, make sure that `LOGIN` is not disabled. After installing package:security/cyrus-sasl2[], edit [.filename]#/usr/local/lib/sasl2/Sendmail.conf#, or create it if it does not exist, and add the following line: [.programlisting] .... pwcheck_method: saslauthd .... Next, install package:security/cyrus-sasl2-saslauthd[] and add execute the following command: [source,shell] .... # sysrc saslauthd_enable="YES" .... Finally, start the saslauthd daemon: [source,shell] .... # service saslauthd start .... This daemon serves as a broker for Sendmail to authenticate against the FreeBSD man:passwd[5] 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. Next, edit [.filename]#/etc/make.conf# and add the following lines: [.programlisting] .... SENDMAIL_CFLAGS=-I/usr/local/include/sasl -DSASL SENDMAIL_LDADD=/usr/local/lib/libsasl2.so .... These lines provide Sendmail the proper configuration options for linking to package:cyrus-sasl2[] at compile time. Make sure that package:cyrus-sasl2[] has been installed before recompiling Sendmail. Recompile Sendmail by executing the following commands: [source,shell] .... # cd /usr/src/lib/libsmutil # make cleandir && make obj && make # cd /usr/src/lib/libsm # make cleandir && make obj && make # cd /usr/src/usr.sbin/sendmail # make cleandir && make obj && make && make install .... This compile should not have any problems if [.filename]#/usr/src# has not changed extensively and the shared libraries it needs are available. After Sendmail has been compiled and reinstalled, edit [.filename]#/etc/mail/freebsd.mc# or the local [.filename]#.mc#. Many administrators choose to use the output from man:hostname[1] as the name of [.filename]#.mc# for uniqueness. Add these lines: [.programlisting] .... dnl set SASL options TRUST_AUTH_MECH(`GSSAPI DIGEST-MD5 CRAM-MD5 LOGIN')dnl define(`confAUTH_MECHANISMS', `GSSAPI DIGEST-MD5 CRAM-MD5 LOGIN')dnl .... These options configure the different methods available to Sendmail for authenticating users. To use a method other than pwcheck, refer to the Sendmail documentation. Finally, run man:make[1] while in [.filename]#/etc/mail#. That will run the new [.filename]#.mc# and create a [.filename]#.cf# named either [.filename]#freebsd.cf# or the name used for the local [.filename]#.mc#. Then, run `make install restart`, which will copy the file to [.filename]#sendmail.cf#, and properly restart Sendmail. For more information about this process, refer to [.filename]#/etc/mail/Makefile#. To test the configuration, use a MUA to send a test message. For further investigation, set the `LogLevel` of Sendmail to `13` and watch [.filename]#/var/log/maillog# for any errors. For more information, refer to http://www.sendmail.org/~ca/email/auth.html[SMTP authentication]. diff --git a/documentation/content/en/books/handbook/security/_index.adoc b/documentation/content/en/books/handbook/security/_index.adoc index e2bba4caf3..100e4a8f41 100644 --- a/documentation/content/en/books/handbook/security/_index.adoc +++ b/documentation/content/en/books/handbook/security/_index.adoc @@ -1,2183 +1,2183 @@ --- title: Chapter 16. Security part: Part III. System Administration prev: books/handbook/boot next: books/handbook/jails description: Hundreds of standard practices have been authored about how to secure systems and networks, and as a user of FreeBSD, understanding how to protect against attacks and intruders is a must tags: ["security", "TCP Wrappers", "Kerberos", "OpenSSL", "OpenSSH", "ACL", "NFSv4 ACLs", "advisories", "sudo", "doas", "capsicum", "monitoring"] showBookMenu: true weight: 20 path: "/books/handbook/security/" --- [[security]] = Security :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 16 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/security/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[security-synopsis]] == Synopsis Hundreds of standard practices have been authored about how to secure systems and networks, and as a user of FreeBSD, understanding how to protect against attacks and intruders is a must. In this chapter, several fundamentals and techniques will be discussed. The FreeBSD system comes with multiple layers of security, and many more third party utilities may be added to enhance security. This chapter covers: * Basic FreeBSD system security concepts. * The various crypt mechanisms available in FreeBSD. * How to configure TCP Wrappers for use with man:inetd[8]. * How to set up Kerberos on FreeBSD. * How to configure and use OpenSSH on FreeBSD. * How to use OpenSSL on FreeBSD. * How to use file system ACLs. * How to use pkg to audit third party software packages installed from the Ports Collection. * How to utilize FreeBSD security advisories. * What Process Accounting is and how to enable it on FreeBSD. * How to control user resources using login classes or the resource limits database. * What is Capsicum and a basic example. Certain topics due to their complexity are found in dedicated chapters such as crossref:firewalls[firewalls,Firewalls], crossref:mac[mac,Mandatory Access Control] and articles like extref:{vpn-ipsec}[VPN over IPsec]. [[security-intro]] == Introduction Security is everyone's responsibility. A weak entry point in any system could allow intruders to gain access to critical information and cause havoc on an entire network. One of the core principles of information security is the CIA triad, which stands for the Confidentiality, Integrity, and Availability of information systems. The CIA triad is a bedrock concept of computer security as customers and users expect their data to be protected. For example, a customer expects that their credit card information is securely stored (confidentiality), that their orders are not changed behind the scenes (integrity), and that they have access to their order information at all times (availability). To provide CIA, security professionals apply a defense in depth strategy. The idea of defense in depth is to add several layers of security to prevent one single layer failing and the entire security system collapsing. For example, a system administrator cannot simply turn on a firewall and consider the network or system secure. One must also audit accounts, check the integrity of binaries, and ensure malicious tools are not installed. To implement an effective security strategy, one must understand threats and how to defend against them. What is a threat as it pertains to computer security? Threats are not limited to remote attackers who attempt to access a system without permission from a remote location. Threats also include employees, malicious software, unauthorized network devices, natural disasters, security vulnerabilities, and even competing corporations. Systems and networks can be accessed without permission, sometimes by accident, or by remote attackers, and in some cases, via corporate espionage or former employees. As a user, it is important to prepare for and admit when a mistake has led to a security breach and report possible issues to the security team. As an administrator, it is important to know of the threats and be prepared to mitigate them. When applying security to systems, it is recommended to start by securing the basic accounts and system configuration, and then to secure the network layer so that it adheres to the system policy and the organization's security procedures. Many organizations already have a security policy that covers the configuration of technology devices. The policy should include the security configuration of workstations, desktops, mobile devices, phones, production servers, and development servers. In many cases, standard operating procedures (SOPs) already exist. When in doubt, ask the security team. [[sec-accounts]] == Securing Accounts Maintaining secure accounts in FreeBSD is crucial for data confidentiality, system integrity, and privilege separation, as it prevents unauthorized access, malware, and data breaches while ensuring compliance and protecting an organization's reputation. [[security-accounts]] === Preventing Logins In securing a system, a good starting point is an audit of accounts. Disable any accounts that do not need login access. [TIP] ==== Ensure that `root` has a strong password and that this password is not shared. ==== To deny login access to accounts, two methods exist. The first is to lock the account, this example shows how to lock the `imani` account: [source,shell] .... # pw lock imani .... The second method is to prevent login access by changing the shell to [.filename]#/usr/sbin/nologin#. The man:nologin[8] shell prevents the system from assigning a shell to the user when they attempt to login. Only the superuser can change the shell for other users: [source,shell] .... # chsh -s /usr/sbin/nologin imani .... [[security-passwords]] === Password Hashes Passwords are a necessary evil of technology. When they must be used, they should be complex and a powerful hash mechanism should be used to encrypt the version that is stored in the password database. FreeBSD supports several algorithms, including SHA256, SHA512 and Blowfish hash algorithms in its `crypt()` library, see man:crypt[3] for details. The default of SHA512 should not be changed to a less secure hashing algorithm, but can be changed to the more secure Blowfish algorithm. [NOTE] ==== Blowfish is not part of AES and is not considered compliant with any Federal Information Processing Standards (FIPS). Its use may not be permitted in some environments. ==== To determine which hash algorithm is used to encrypt a user's password, the superuser can view the hash for the user in the FreeBSD password database. Each hash starts with a symbol which indicates the type of hash mechanism used to encrypt the password. If DES is used, there is no beginning symbol. For MD5, the symbol is `$`. For SHA256 and SHA512, the symbol is `$6$`. For Blowfish, the symbol is `$2a$`. In this example, the password for `imani` is hashed using the default SHA512 algorithm as the hash starts with `$6$`. Note that the encrypted hash, not the password itself, is stored in the password database: [source,shell] .... # grep imani /etc/master.passwd .... The output should be similar to the following: [.programlisting] .... imani:$6$pzIjSvCAn.PBYQBA$PXpSeWPx3g5kscj3IMiM7tUEUSPmGexxta.8Lt9TGSi2lNQqYGKszsBPuGME0:1001:1001::0:0:imani:/usr/home/imani:/bin/sh .... The hash mechanism is set in the user's login class. The following command can be run to check which hash mechanism is currently being used: [source,shell] .... # grep user /etc/master.passwd .... The output should be similar to the following: [.programlisting] .... :passwd_format=sha512:\ .... For example, to change the algorithm to Blowfish, modify that line to look like this: [.programlisting] .... :passwd_format=blf:\ .... Then, man:cap_mkdb[1] must be executed to upgrade the login.conf database: [source,shell] .... # cap_mkdb /etc/login.conf .... Note that this change will not affect any existing password hashes. This means that all passwords should be re-hashed by asking users to run `passwd` in order to change their password. [[security-pwpolicy]] === Password Policy Enforcement Enforcing a strong password policy for local accounts is a fundamental aspect of system security. In FreeBSD, password length, password strength, and password complexity can be implemented using built-in Pluggable Authentication Modules (PAM). This section demonstrates how to configure the minimum and maximum password length and the enforcement of mixed characters using the man:pam_passwdqc[8] module. This module is enforced when a user changes their password. To configure this module, become the superuser and uncomment the line containing `pam_passwdqc.so` in [.filename]#/etc/pam.d/passwd#. Then, edit that line to match the password policy: [.programlisting] .... password requisite pam_passwdqc.so min=disabled,disabled,disabled,12,10 similar=deny retry=3 enforce=users .... The explanation of the parameters can be found in man:pam_passwdqc[8]. Once this file is saved, a user changing their password will see a message similar to the following: [source,shell] .... % passwd .... The output should be similar to the following: [.programlisting] .... Changing local password for user Old Password: You can now choose the new password. A valid password should be a mix of upper and lower case letters, digits and other characters. You can use a 12 character long password with characters from at least 3 of these 4 classes, or a 10 character long password containing characters from all the classes. Characters that form a common pattern are discarded by the check. Alternatively, if no one else can see your terminal now, you can pick this as your password: "trait-useful&knob". Enter new password: .... If a password that does not match the policy is entered, it will be rejected with a warning and the user will have an opportunity to try again, up to the configured number of retries. If your organization's policy requires passwords to expire, FreeBSD supports the `passwordtime` in the user's login class in [.filename]#/etc/login.conf# The `default` login class contains an example: [.programlisting] .... # :passwordtime=90d:\ .... So, to set an expiry of 90 days for this login class, remove the comment symbol (#), save the edit, and execute the following command: [source,shell] .... # cap_mkdb /etc/login.conf .... To set the expiration on individual users, pass an expiration date or the number of days to expiry and a username to `pw`: [source,shell] .... # pw usermod -p 30-apr-2025 -n user .... As seen here, an expiration date is set in the form of day, month, and year. For more information, see man:pw[8]. [[security-sudo]] === Shared Administration with sudo System administrators often need the ability to grant enhanced permissions to users so they may perform privileged tasks. The idea that team members are provided access to a FreeBSD system to perform their specific tasks opens up unique challenges to every administrator. These team members only need a subset of access beyond normal end user levels; however, they almost always tell management they are unable to perform their tasks without superuser access. Thankfully, there is no reason to provide such access to end users because tools exist to manage this exact requirement. [TIP] ==== Even administrators should limit their privileges when not needed. ==== Up to this point, the security chapter has covered permitting access to authorized users and attempting to prevent unauthorized access. Another problem arises once authorized users have access to the system resources. In many cases, some users may need access to application startup scripts, or a team of administrators need to maintain the system. Traditionally, the standard users and groups, file permissions, and even the man:su[1] command would manage this access. And as applications required more access, as more users needed to use system resources, a better solution was required. The most used application is currently Sudo. Sudo allows administrators to configure more rigid access to system commands and provide for some advanced logging features. As a tool, it is available from the Ports Collection as package:security/sudo[] or by use of the man:pkg[8] utility. Execute the following command to install it: [source,shell] .... # pkg install sudo .... After the installation is complete, the installed `visudo` will open the configuration file with a text editor. Using `visudo` is highly recommended as it comes with a built in syntax checker to verify there are no errors before the file is saved. The configuration file is made up of several small sections which allow for extensive configuration. In the following example, web application maintainer, user1, needs to start, stop, and restart the web application known as _webservice_. To grant this user permission to perform these tasks, add this line to the end of [.filename]#/usr/local/etc/sudoers#: [.programlisting] .... user1 ALL=(ALL) /usr/sbin/service webservice * .... The user may now start _webservice_ using this command: [source,shell] .... % sudo /usr/sbin/service webservice start .... While this configuration allows a single user access to the webservice service; however, in most organizations, there is an entire web team in charge of managing the service. A single line can also give access to an entire group. These steps will create a web group, add a user to this group, and allow all members of the group to manage the service: [source,shell] .... # pw groupadd -g 6001 -n webteam .... Using the same man:pw[8] command, the user is added to the webteam group: [source,shell] .... # pw groupmod -m user1 -n webteam .... Finally, this line in [.filename]#/usr/local/etc/sudoers# allows any member of the webteam group to manage _webservice_: [.programlisting] .... %webteam ALL=(ALL) /usr/sbin/service webservice * .... Unlike man:su[1], man:sudo[8] only requires the end user password. This avoids sharing passwords, which is a poor practice. Users permitted to run applications with man:sudo[8] only enter their own passwords. This is more secure and gives better control than man:su[1], where the `root` password is entered and the user acquires all `root` permissions. [TIP] ==== Most organizations are moving or have moved toward a two factor authentication model. In these cases, the user may not have a password to enter. man:sudo[8] can be configured to permit two factor authentication model by using the `NOPASSWD` variable. Adding it to the configuration above will allow all members of the _webteam_ group to manage the service without the password requirement: [.programlisting] .... %webteam ALL=(ALL) NOPASSWD: /usr/sbin/service webservice * .... ==== [[security-doas]] === Shared Administration with Doas man:doas[1] is a command-line utility ported from OpenBSD. It serves as an alternative to the widely used man:sudo[8] command in Unix-like systems. With doas, users can execute commands with elevated privileges, typically as the root user, while maintaining a simplified and security-conscious approach. Unlike man:sudo[8], doas emphasizes simplicity and minimalism, focusing on streamlined privilege delegation without an overwhelming array of configuration options. Execute the following command to install it: [source,shell] .... # pkg install doas .... After the installation [.filename]#/usr/local/etc/doas.conf# must be configured to grant access for users for specific commands, or roles. The simplest entry could be the following, which grants the user `local_user` with `root` permissions without asking for its password when executing the doas command. [.programlisting] .... permit nopass local_user as root .... After the installation and configuration of the `doas` utility, a command can now be executed with enhanced privileges, for example: [source,shell] .... $ doas vi /etc/rc.conf .... For more configuration examples, please read man:doas.conf[5]. [[security-ids]] == Intrusion Detection System (IDS) Verification of system files and binaries is important because it provides the system administration and security teams information about system changes. A software application that monitors the system for changes is called an Intrusion Detection System (IDS). FreeBSD provides native support for a basic IDS system called man:mtree[8]. While the nightly security emails will notify an administrator of changes, the information is stored locally and there is a chance that a malicious user could modify this information in order to hide their changes to the system. As such, it is recommended to create a separate set of binary signatures and store them on a read-only, root-owned directory or, preferably, on a removable USB disk or remote server. It is also recommended to run `freebsd-update IDS` after each update. [[security-ids-generate-spec-file]] === Generating the Specification File The built-in man:mtree[8] utility can be used to generate a specification of the contents of a directory. A seed, or a numeric constant, is used to generate the specification and is required to check that the specification has not changed. This makes it possible to determine if a file or binary has been modified. Since the seed value is unknown by an attacker, faking or checking the checksum values of files will be difficult to impossible. [TIP] ==== It is recommended to create specifications for the directories which contain binaries and configuration files, as well as any directories containing sensitive data. Typically, specifications are created for [.filename]#/bin#, [.filename]#/sbin#, [.filename]#/usr/bin#, [.filename]#/usr/sbin#, [.filename]#/usr/local/bin#, [.filename]#/etc#, and [.filename]#/usr/local/etc#. ==== The following example generates a set of `sha512` hashes, one for each system binary in [.filename]#/bin#, and saves those values to a hidden file in user's home directory, [.filename]#/home/user/.bin_chksum_mtree#: [source,shell] .... # mtree -s 123456789 -c -K cksum,sha512 -p /bin > /home/user/.bin_chksum_mtree .... The output should be similar to the following: [.programlisting] .... mtree: /bin checksum: 3427012225 .... [WARNING] ==== The `123456789` value represents the seed, and should be chosen randomly. This value should be remembered, *but not shared*. It is important to keep the seed value and the checksum output hidden from malicious users. ==== [[security-ids-spec-file-structure]] === The Specification File Structure The mtree format is a textual format that describes a collection of filesystem objects. Such files are typically used to create or verify directory hierarchies. An mtree file consists of a series of lines, each providing information about a single filesystem object. Leading whitespace is always ignored. The specification file created above will be used to explain the format and content: [.programlisting] .... # user: root <.> # machine: machinename <.> # tree: /bin <.> # date: Thu Aug 24 21:58:37 2023 <.> # . /set type=file uid=0 gid=0 mode=0555 nlink=1 flags=uarch <.> . type=dir mode=0755 nlink=2 time=1681388848.239523000 <.> \133 nlink=2 size=12520 time=1685991378.688509000 \ cksum=520880818 \ sha512=5c1374ce0e2ba1b3bc5a41b23f4bbdc1ec89ae82fa01237f376a5eeef41822e68f1d8f75ec46b7bceb65396c122a9d837d692740fdebdcc376a05275adbd3471 cat size=14600 time=1685991378.694601000 cksum=3672531848 \ <.> sha512=b30b96d155fdc4795432b523989a6581d71cdf69ba5f0ccb45d9b9e354b55a665899b16aee21982fffe20c4680d11da4e3ed9611232a775c69f926e5385d53a2 chflags size=8920 time=1685991378.700385000 cksum=1629328991 \ sha512=289a088cbbcbeb436dd9c1f74521a89b66643976abda696b99b9cc1fbfe8b76107c5b54d4a6a9b65332386ada73fc1bbb10e43c4e3065fa2161e7be269eaf86a chio size=20720 time=1685991378.706095000 cksum=1948751604 \ sha512=46f58277ff16c3495ea51e74129c73617f31351e250315c2b878a88708c2b8a7bb060e2dc8ff92f606450dbc7dd2816da4853e465ec61ee411723e8bf52709ee chmod size=9616 time=1685991378.712546000 cksum=4244658911 \ sha512=1769313ce08cba84ecdc2b9c07ef86d2b70a4206420dd71343867be7ab59659956f6f5a458c64e2531a1c736277a8e419c633a31a8d3c7ccc43e99dd4d71d630 .... <.> User who created the specification. <.> Machine's hostname. <.> Directory path. <.> The Date and time when the specification was created. <.> `/set` special commands, defines some settings obtained from the files analyzed. <.> Refers to the parsed directory and indicates things like what type it is, its mode, the number of hard links, and the time in UNIX format since it was modified. <.> Refers to the file and shows the size, time and a list of hashes to verify the integrity. [[security-ids-verify-specification-file]] === Verify the Specification file To verify that the binary signatures have not changed, compare the current contents of the directory to the previously generated specification, and save the results to a file. This command requires the seed that was used to generate the original specification: [source,shell] .... # mtree -s 123456789 -p /bin < /home/user/.bin_chksum_mtree >> /home/user/.bin_chksum_output .... This should produce the same checksum for [.filename]#/bin# that was produced when the specification was created. If no changes have occurred to the binaries in this directory, the [.filename]#/home/user/.bin_chksum_output# output file will be empty. To simulate a change, change the date on [.filename]#/bin/cat# using man:touch[1] and run the verification command again: [source,shell] .... # touch /bin/cat .... Run the verification command again: [source,shell] .... # mtree -s 123456789 -p /bin < /home/user/.bin_chksum_mtree >> /home/user/.bin_chksum_output .... And then check the content of the output file: [source,shell] .... # cat /root/.bin_chksum_output .... The output should be similar to the following: [.programlisting] .... cat: modification time (Fri Aug 25 13:30:17 2023, Fri Aug 25 13:34:20 2023) .... [WARNING] ==== This is just an example of what would be displayed when executing the command, to show the changes that would occur in the metadata. ==== [[security-secure-levels]] == Secure levels securelevel is a security mechanism implemented in the kernel. When the securelevel is positive, the kernel restricts certain tasks; not even the superuser (root) is allowed to do them. The securelevel mechanism limits the ability to: * Unset certain file flags, such as `schg` (the system immutable flag). * Write to kernel memory via [.filename]#/dev/mem# and [.filename]#/dev/kmem#. * Load kernel modules. * Alter firewall rules. [[security-secure-levels-definitions]] === Secure Levels Definitions The kernel runs with five different security levels. Any super-user process can raise the level, but no process can lower it. The security definitions are: -1:: *Permanently insecure mode* - always run the system in insecure mode. This is the default initial value. 0:: *Insecure mode* - immutable and append-only flags may be turned off. All devices may be read or written subject to their permissions. 1:: *Secure mode* - the system immutable and system append-only flags may not be turned off; disks for mounted file systems, [.filename]#/dev/mem# and [.filename]#/dev/kmem# may not be opened for writing; [.filename]#/dev/io# (if your platform has it) may not be opened at all; kernel modules (see man:kld[4]) may not be loaded or unloaded. The kernel debugger may not be entered using the debug.kdb.enter sysctl. A panic or trap cannot be forced using the debug.kdb.panic, debug.kdb.panic_str and other sysctl's. 2:: *Highly secure mode* - same as secure mode, plus disks may not be opened for writing (except by man:mount[2]) whether mounted or not. This level precludes tampering with file systems by unmounting them, but also inhibits running man:newfs[8] while the system is multiuser. 3:: *Network secure mode* - same as highly secure mode, plus IP packet filter rules (see man:ipfw[8], man:ipfirewall[4] and man:pfctl[8]) cannot be changed and man:dummynet[4] or man:pf[4] configuration cannot be adjusted. [TIP] ==== In summary, the key difference between `Permanently Insecure Mode` and `Insecure Mode` in FreeBSD secure levels is the degree of security they provide. `Permanently Insecure Mode` completely lifts all security restrictions, while `Insecure Mode` relaxes some restrictions but still maintains a level of control and security. ==== [[security-modify-secure-levels]] === Modify Secure Levels In order to change the securelevel of the system it is necessary to activate `kern_securelevel_enable` by executing the following command: [source,shell] .... # sysrc kern_securelevel_enable="YES" .... And set the value of `kern_securelevel` to the desired security level: [source,shell] .... # sysrc kern_securelevel=2 .... To check the status of the securelevel on a running system execute the following command: [source,shell] .... # sysctl -n kern.securelevel .... The output contains the current value of the securelevel. If it is greater than 0, at least some of the securelevel's protections are enabled. [[security-file-flags]] == File flags File flags allow users to attach additional metadata or attributes to files and directories beyond basic permissions and ownership. These flags provide a way to control various behaviors and properties of files without needing to resort to creating special directories or using extended attributes. File flags can be used to achieve different goals, such as preventing file deletion, making files append-only, synchronizing file updates, and more. Some commonly used file flags in FreeBSD include the "immutable" flag, which prevents modification or deletion of a file, and the "append-only" flag, which allows only data to be added to the end of a file but not modified or removed. These flags can be managed using the man:chflags[1] command in FreeBSD, providing administrators and users with greater control over the behavior and characteristics of their files and directories. It is important to note that file flags are typically managed by root or users with appropriate privileges, as they can influence how files are accessed and manipulated. Some flags are available for the use of the file's owner, as described in man:chflags[1]. [[security-work-file-flag]] === Work with File Flags In this example, a file named [.filename]#~/important.txt# in user's home directory want to be protected against deletions. Execute the following command to set the `schg` file flag: [source,shell] .... # chflags schg ~/important.txt .... When any user, including the `root` user, tries to delete the file, the system will display the message: [.programlisting] .... rm: important.txt: Operation not permitted .... To delete the file, it will be necessary to delete the file flags of that file by executing the following command: [source,shell] .... # chflags noschg ~/important.txt .... A list of supported file flags and their functionality can be found in man:chflags[1]. [[openssh]] == OpenSSH OpenSSH is a set of network connectivity tools used to provide secure access to remote machines. Additionally, TCP/IP connections can be tunneled or forwarded securely through SSH connections. OpenSSH encrypts all traffic to eliminate eavesdropping, connection hijacking, and other network-level attacks. OpenSSH is maintained by the OpenBSD project and is installed by default in FreeBSD. When data is sent over the network in an unencrypted form, network sniffers anywhere in between the client and server can steal user/password information or data transferred during the session. OpenSSH offers a variety of authentication and encryption methods to prevent this from happening. More information about OpenSSH is available in the link:https://www.openssh.com/[web page]. This section provides an overview of the built-in client utilities to securely access other systems and securely transfer files from a FreeBSD system. It then describes how to configure a SSH server on a FreeBSD system. [TIP] ==== As stated, this chapter will cover the base system version of OpenSSH. A version of OpenSSH is also available in the package:security/openssh-portable[], which provides additional configuration options and is updated with new features more regularly. ==== === Using the SSH Client Utilities To log into a SSH server, use man:ssh[1] and specify a username that exists on that server and the IP address or hostname of the server. If this is the first time a connection has been made to the specified server, the user will be prompted to first verify the server's fingerprint: [source,shell] .... # ssh user@example.com .... The output should be similar to the following: [.programlisting] .... The authenticity of host 'example.com (10.0.0.1)' can't be established. ECDSA key fingerprint is 25:cc:73:b5:b3:96:75:3d:56:19:49:d2:5c:1f:91:3b. Are you sure you want to continue connecting (yes/no)? yes Permanently added 'example.com' (ECDSA) to the list of known hosts. Password for user@example.com: user_password .... SSH utilizes a key fingerprint system to verify the authenticity of the server when the client connects. When the user accepts the key's fingerprint by typing `yes` when connecting for the first time, a copy of the key is saved to [.filename]#~/.ssh/known_hosts# in the user's home directory. Future attempts to login are verified against the saved key and man:ssh[1] will display an alert if the server's key does not match the saved key. If this occurs, the user should first verify why the key has changed before continuing with the connection. [NOTE] ==== How to perform this check is outside the scope of this chapter. ==== Use man:scp[1] to securely copy a file to or from a remote machine. This example copies `COPYRIGHT` on the remote system to a file of the same name in the current directory of the local system: [source,shell] .... # scp user@example.com:/COPYRIGHT COPYRIGHT .... The output should be similar to the following: [.programlisting] .... Password for user@example.com: ******* COPYRIGHT 100% |*****************************| 4735 .... Since the fingerprint was already verified for this host, the server's key is automatically checked before prompting for the user's password. The arguments passed to man:scp[1] are similar to man:cp[1]. The file or files to copy is the first argument and the destination to copy to is the second. Since the file is fetched over the network, one or more of the file arguments takes the form `user@host:`. Be aware when copying directories recursively that man:scp[1] uses `-r`, whereas man:cp[1] uses `-R`. To open an interactive session for copying files, use man:sftp[1]. Refer to man:sftp[1] for a list of available commands while in an man:sftp[1] session. [[security-ssh-keygen]] === Key-based Authentication Instead of using passwords, a client can be configured to connect to the remote machine using keys. For security reasons, this is the preferred method. man:ssh-keygen[1] can be used to generate the authentication keys. To generate a public and private key pair, specify the type of key and follow the prompts. It is recommended to protect the keys with a memorable, but hard to guess passphrase. [source,shell] .... % ssh-keygen -t rsa -b 4096 .... The output should be similar to the following: [.programlisting] .... Generating public/private rsa key pair. Enter file in which to save the key (/home/user/.ssh/id_rsa): Created directory '/home/user/.ssh/.ssh'. Enter passphrase (empty for no passphrase): Enter same passphrase again: Your identification has been saved in /home/user/.ssh/id_rsa. Your public key has been saved in /home/user/.ssh/id_rsa.pub. The key fingerprint is: SHA256:54Xm9Uvtv6H4NOo6yjP/YCfODryvUU7yWHzMqeXwhq8 user@host.example.com The key's randomart image is: +---[RSA 2048]----+ | | | | | | | . o.. | | .S*+*o | | . O=Oo . . | | = Oo= oo..| | .oB.* +.oo.| | =OE**.o..=| +----[SHA256]-----+ .... The private key is stored in [.filename]#~/.ssh/id_rsa# and the public key is stored in [.filename]#~/.ssh/id_rsa.pub#. The _public_ key must be copied to [.filename]#~/.ssh/authorized_keys# on the remote machine for key-based authentication to work. [WARNING] ==== Utilizing a passphrase for OpenSSH keys is a key security practice, providing an extra layer of protection against unauthorized access and enhancing overall cybersecurity. In case of loss or theft, this adds another layer of security. ==== [[security-ssh-tunneling]] === SSH 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: [source,shell] .... % ssh -D 8080 user@example.com .... This example uses the following options: -D:: Specifies a local "dynamic" application-level port forwarding. user@foo.example.com:: The login name to use on the specified remote SSH server. An SSH tunnel works by creating a listen socket on `localhost` on the specified `localport`. This method can be used to wrap any number of insecure TCP protocols such as SMTP, POP3, and FTP. === Enabling the SSH Server In addition to providing built-in SSH client utilities, a FreeBSD system can be configured as an SSH server, accepting connections from other SSH clients. [TIP] ==== As stated, this chapter will cover the base system version of OpenSSH. Please *not* confuse with package:security/openssh-portable[], the version of OpenSSH that ships with the FreeBSD ports. ==== In order to have the SSH Server enabled across reboots execute the following command: [source,shell] .... # sysrc sshd_enable="YES" .... Then execute the following command to enable the service: [source,shell] .... # service sshd start .... The first time sshd starts on a FreeBSD system, the system's host keys will be automatically created and the fingerprint will be displayed on the console. Provide users with the fingerprint so that they can verify it the first time they connect to the server. Refer to man:sshd[8] for the list of available options when starting sshd and a complete discussion about authentication, the login process, and the various configuration files. At this point, the sshd should be available to all users with a username and password on the system. [[config-publickey-auth]] === Configuring publickey auth method Configuring OpenSSH to use public key authentication enhances security by leveraging asymmetric cryptography for authentication. This method eliminates password-related risks, such as weak passwords or interception during transmission, while thwarting various password-based attacks. However, it's vital to ensure the private keys are well-protected to prevent unauthorized access. The first step will be to configure man:sshd[8] to use the required authentication method. Edit [.filename]#/etc/ssh/sshd_config# and uncomment the following configuration: [.programlisting] .... PubkeyAuthentication yes .... Once the configuration is done, the users will have to send the system administrator their *public key* and these keys will be added in [.filename]#.ssh/authorized_keys#. -The process for generating the keys is described in crossref:security[Key-based Authentication]. +The process for generating the keys is described in crossref:security[security-ssh-keygen, Key-based Authentication]. Then restart the server executing the following command: [source,shell] .... # service sshd reload .... It is strongly recommended to follow the security improvements indicated in crossref:security[security-sshd-security-options, SSH Server Security Options]. [[security-sshd-security-options]] === SSH Server Security Options While sshd is the most widely used remote administration facility for FreeBSD, brute force and drive by attacks are common to any system exposed to public networks. Several additional parameters are available to prevent the success of these attacks and will be described in this section. All configurations will be done in [.filename]#/etc/ssh/sshd_config# [TIP] ==== Do not confuse [.filename]#/etc/ssh/sshd_config# with [.filename]#/etc/ssh/ssh_config# (note the extra `d` in the first filename). The first file configures the server and the second file configures the client. Refer to man:ssh_config[5] for a listing of the available client settings. ==== By default, authentication can be done with both pubkey and password. To allow *only* pubkey authentication, *which is strongly recommended*, change the variable: [.programlisting] .... PasswordAuthentication no .... It is a good idea to limit which users can log into the SSH server and from where using the `AllowUsers` keyword in the OpenSSH server configuration file. For example, to only allow `user` to log in from `192.168.1.32`, add this line to [.filename]#/etc/ssh/sshd_config#: [.programlisting] .... AllowUsers user@192.168.1.32 .... To allow `user` to log in from anywhere, list that user without specifying an IP address: [.programlisting] .... AllowUsers user .... Multiple users should be listed on the same line, like so: [.programlisting] .... AllowUsers root@192.168.1.32 user .... After making all the changes, and before restarting the service, it is recommended to verify that the configuration made is correct by executing the following command: [source,shell] .... # sshd -t .... If the configuration file is correct, no output will be shown. In case the configuration file is incorrect, it will show something like this: [.programlisting] .... /etc/ssh/sshd_config: line 3: Bad configuration option: sdadasdasdasads /etc/ssh/sshd_config: terminating, 1 bad configuration options .... After making the changes and checking that the configuration file is correct, tell sshd to reload its configuration file by running: [source,shell] .... # service sshd reload .... [[openssl]] == OpenSSL OpenSSL is a cryptography toolkit implementing the Secure Sockets Layer (SSL) and Transport Layer Security (TLS) network protocols and many cryptography routines. The openssl program is a command line tool for using the various cryptography functions of OpenSSL's crypto library from the shell. It can be used for * Creation and management of private keys, public keys and parameters * Public key cryptographic operations * Creation of X.509 certificates, CSRs and CRLs * Calculation of Message Digests * Encryption and Decryption with Ciphers * SSL/TLS Client and Server Tests * Handling of S/MIME signed or encrypted mail * Time Stamp requests, generation and verification * Benchmarking the crypto routines For more information about OpenSSL, read the free https://www.feistyduck.com/books/openssl-cookbook/[OpenSSL Cookbook]. [[generating-certificates]] === Generating Certificates OpenSSL supports the generation of certificates both to be validated by a link:https://en.wikipedia.org/wiki/Certificate_authority[CA] and for own use. Run the command man:openssl[1] to generate a valid certificate for a link:https://en.wikipedia.org/wiki/Certificate_authority[CA] with the following arguments. This command will create two files in the current directory. The certificate request, [.filename]#req.pem#, can be sent to a link:https://en.wikipedia.org/wiki/Certificate_authority[CA] which, will validate the entered credentials, sign the request, and return the signed certificate. The second file, [.filename]#cert.key#, is the private key for the certificate and should be stored in a secure location. If this falls in the hands of others, it can be used to impersonate the user or the server. Execute the following command to generate the certificate: [source,shell] .... # openssl req -new -nodes -out req.pem -keyout cert.key -sha3-512 -newkey rsa:4096 .... The output should be similar to the following: [.programlisting] .... Generating a RSA private key ..................................................................................................................................+++++ ......................................+++++ writing new private key to 'cert.key' ----- You are about to be asked to enter information that will be incorporated into your certificate request. What you are about to enter is what is called a Distinguished Name or a DN. There are quite a few fields but you can leave some blank For some fields there will be a default value, If you enter '.', the field will be left blank. ----- Country Name (2 letter code) [AU]:ES State or Province Name (full name) [Some-State]:Valencian Community Locality Name (eg, city) []:Valencia Organization Name (eg, company) [Internet Widgits Pty Ltd]:My Company Organizational Unit Name (eg, section) []:Systems Administrator Common Name (e.g. server FQDN or YOUR name) []:localhost.example.org Email Address []:user@FreeBSD.org Please enter the following 'extra' attributes to be sent with your certificate request A challenge password []:123456789 An optional company name []:Another name .... Alternately, if a signature from a link:https://en.wikipedia.org/wiki/Certificate_authority[CA] is not required, a self-signed certificate can be created. This will create two new files in the current directory: a private key file [.filename]#cert.key#, and the certificate itself, [.filename]#cert.crt#. These should be placed in a directory, preferably under [.filename]#/etc/ssl/#, which is readable only by `root`. Permissions of `0700` are appropriate for these files and can be set using `chmod`. Execute the following command to generate the certificate: [source,shell] .... # openssl req -new -x509 -days 365 -sha3-512 -keyout /etc/ssl/private/cert.key -out /etc/ssl/certs/cert.crt .... The output should be similar to the following: [.programlisting] .... Generating a RSA private key ........................................+++++ ...........+++++ writing new private key to '/etc/ssl/private/cert.key' Enter PEM pass phrase: Verifying - Enter PEM pass phrase: ----- You are about to be asked to enter information that will be incorporated into your certificate request. What you are about to enter is what is called a Distinguished Name or a DN. There are quite a few fields but you can leave some blank For some fields there will be a default value, If you enter '.', the field will be left blank. ----- Country Name (2 letter code) [AU]:ES State or Province Name (full name) [Some-State]:Valencian Community Locality Name (eg, city) []:Valencia Organization Name (eg, company) [Internet Widgits Pty Ltd]:My Company Organizational Unit Name (eg, section) []:Systems Administrator Common Name (e.g. server FQDN or YOUR name) []:localhost.example.org Email Address []:user@FreeBSD.org .... [[fips-provider]] === Configuring the FIPS Provider With the import of OpenSSL 3 into the base system (on FreeBSD 14 and later), its new concept of provider modules was introduced in the system. Besides the default provider module built-in to the library, the _legacy_ module implements the now optional deprecated cryptography algorithms, while the _fips_ module restricts the OpenSSL implementation to the cryptography algorithms present in the link:https://en.wikipedia.org/wiki/Federal_Information_Processing_Standards[FIPS] set of standards. This part of OpenSSL receives link:https://www.openssl.org/docs/fips.html[particular care], including a link:https://www.openssl.org/news/fips-cve.html[list of relevant security issues], and is subject to the link:https://github.com/openssl/openssl/blob/master/README-FIPS.md[FIPS 140 validation process] on a regular basis. The link:https://www.openssl.org/source/[list of FIPS validated versions] is also available. This allows users to ensure FIPS compliance in their use of OpenSSL. Importantly, the man:fips_module[7] is protected by an additional security measure, preventing its use without passing an integrity check. This check can be setup by the local system administrator, allowing every user of OpenSSL 3 to load this module. When not configured correctly, the FIPS module is expected to fail as follows: [source,shell] .... # echo test | openssl aes-128-cbc -a -provider fips -pbkdf2 .... The output should be similar to the following: [.programlisting] .... aes-128-cbc: unable to load provider fips Hint: use -provider-path option or OPENSSL_MODULES environment variable. 00206124D94D0000:error:1C8000D5:Provider routines:SELF_TEST_post:missing config data:crypto/openssl/providers/fips/self_test.c:275: 00206124D94D0000:error:1C8000E0:Provider routines:ossl_set_error_state:fips module entering error state:crypto/openssl/providers/fips/self_test.c:373: 00206124D94D0000:error:1C8000D8:Provider routines:OSSL_provider_init_int:self test post failure:crypto/openssl/providers/fips/fipsprov.c:707: 00206124D94D0000:error:078C0105:common libcrypto routines:provider_init:init fail:crypto/openssl/crypto/provider_core.c:932:name=fips .... The check can be configured through the creation of a file in [.filename]#/etc/ssl/fipsmodule.cnf#, which will then be referenced in OpenSSL's main configuration file [.filename]#/etc/ssl/openssl.cnf#. OpenSSL provides the man:openssl-fipsinstall[1] utility to help with this process, which can be used as follows: [source,shell] .... # openssl fipsinstall -module /usr/lib/ossl-modules/fips.so -out /etc/ssl/fipsmodule.cnf .... The output should be similar to the following: [.programlisting] .... INSTALL PASSED .... The [.filename]#/etc/ssl/openssl.cnf# should then be modified, in order to: * Include the [.filename]#/etc/ssl/fipsmodule.cnf# file generated above, * Expose the FIPS module for possible use, * And explicitly activate the default module. [.programlisting] .... [...] # For FIPS # Optionally include a file that is generated by the OpenSSL fipsinstall # application. This file contains configuration data required by the OpenSSL # fips provider. It contains a named section e.g. [fips_sect] which is # referenced from the [provider_sect] below. # Refer to the OpenSSL security policy for more information. .include /etc/ssl/fipsmodule.cnf [...] # List of providers to load [provider_sect] default = default_sect # The fips section name should match the section name inside the # included fipsmodule.cnf. fips = fips_sect # If no providers are activated explicitly, the default one is activated implicitly. # See man 7 OSSL_PROVIDER-default for more details. # # If you add a section explicitly activating any other provider(s), you most # probably need to explicitly activate the default provider, otherwise it # becomes unavailable in openssl. As a consequence applications depending on # OpenSSL may not work correctly which could lead to significant system # problems including inability to remotely access the system. [default_sect] activate = 1 .... With this done, it should be possible to confirm that the FIPS module is effectively available and working: [source,shell] .... # echo test | openssl aes-128-cbc -a -provider fips -pbkdf2 .... The output should be similar to the following: [.programlisting] .... enter AES-128-CBC encryption password: Verifying - enter AES-128-CBC encryption password: U2FsdGVkX18idooW6e3LqWeeiKP76kufcOUClh57j8U= .... This procedure has to be repeated every time the FIPS module is modified, e.g., after performing system updates, or after applying security fixes affecting OpenSSL in the base system. [[kerberos5]] == Kerberos Kerberos is a network authentication protocol which was originally created by the Massachusetts Institute of Technology (MIT) as a way to securely provide authentication across a potentially hostile network. The Kerberos protocol uses strong cryptography so that both a client and server can prove their identity without sending any unencrypted secrets over the network. Kerberos can be described as an identity-verifying proxy system and as a trusted third-party authentication system. After a user authenticates with Kerberos, their communications can be encrypted to assure privacy and data integrity. The only function of Kerberos is to provide the secure authentication of users and servers on the network. It does not provide authorization or auditing functions. It is recommended that Kerberos be used with other security methods which provide authorization and audit services. The current version of the protocol is version 5, described in RFC 4120. Several free implementations of this protocol are available, covering a wide range of operating systems. MIT continues to develop their Kerberos package. It is commonly used in the US as a cryptography product, and has historically been subject to US export regulations. In FreeBSD, MITKerberos is available as the package:security/krb5[] package or port. The Heimdal Kerberos implementation was explicitly developed outside of the US to avoid export regulations. The Heimdal Kerberos distribution is included in the base FreeBSD installation, and another distribution with more configurable options is available as package:security/heimdal[] in the Ports Collection. In Kerberos users and services are identified as "principals" which are contained within an administrative grouping, called a "realm". A typical user principal would be of the form `_user_@_REALM_` (realms are traditionally uppercase). This section provides a guide on how to set up Kerberos using the Heimdal distribution included in FreeBSD. For purposes of demonstrating a Kerberos installation, the name spaces will be as follows: * The DNS domain (zone) will be `example.org`. * The Kerberos realm will be `EXAMPLE.ORG`. [NOTE] ==== Use real domain names when setting up Kerberos, even if it will run internally. This avoids DNS problems and assures inter-operation with other Kerberos realms. ==== === Setting up a Heimdal KDC The Key Distribution Center (KDC) is the centralized authentication service that Kerberos provides, the "trusted third party" of the system. It is the computer that issues Kerberos tickets, which are used for clients to authenticate to servers. As the KDC is considered trusted by all other computers in the Kerberos realm, it has heightened security concerns. Direct access to the KDC should be limited. While running a KDC requires few computing resources, a dedicated machine acting only as a KDC is recommended for security reasons. To begin, install the package:security/heimdal[] package as follows: [source,shell] .... # pkg install heimdal .... Next, update [.filename]#/etc/rc.conf# using `sysrc` as follows: [source,shell] .... # sysrc kdc_enable=yes # sysrc kadmind_enable=yes .... Next, edit [.filename]#/etc/krb5.conf# as follows: [.programlisting] .... [libdefaults] default_realm = EXAMPLE.ORG [realms] EXAMPLE.ORG = { kdc = kerberos.example.org admin_server = kerberos.example.org } [domain_realm] .example.org = EXAMPLE.ORG .... In this example, the KDC will use the fully-qualified hostname `kerberos.example.org`. The hostname of the KDC must be resolvable in the DNS. Kerberos can also use the DNS to locate KDCs, instead of a `[realms]` section in [.filename]#/etc/krb5.conf#. For large organizations that have their own DNS servers, the above example could be trimmed to: [.programlisting] .... [libdefaults] default_realm = EXAMPLE.ORG [domain_realm] .example.org = EXAMPLE.ORG .... With the following lines being included in the `example.org` zone file: [.programlisting] .... _kerberos._udp IN SRV 01 00 88 kerberos.example.org. _kerberos._tcp IN SRV 01 00 88 kerberos.example.org. _kpasswd._udp IN SRV 01 00 464 kerberos.example.org. _kerberos-adm._tcp IN SRV 01 00 749 kerberos.example.org. _kerberos IN TXT EXAMPLE.ORG .... [NOTE] ==== In order for clients to be able to find the Kerberos services, they _must_ have either a fully configured [.filename]#/etc/krb5.conf# or a minimally configured [.filename]#/etc/krb5.conf# _and_ a properly configured DNS server. ==== Next, create the Kerberos database which contains the keys of all principals (users and hosts) encrypted with a master password. It is not required to remember this password as it will be stored in [.filename]#/var/heimdal/m-key#; it would be reasonable to use a 45-character random password for this purpose. To create the master key, run `kstash` and enter a password: [source,shell] .... # kstash .... The output should be similar to the following: [.programlisting] .... Master key: xxxxxxxxxxxxxxxxxxxxxxx Verifying password - Master key: xxxxxxxxxxxxxxxxxxxxxxx .... Once the master key has been created, the database should be initialized. The Kerberos administrative tool man:kadmin[8] can be used on the KDC in a mode that operates directly on the database, without using the man:kadmind[8] network service, as `kadmin -l`. This resolves the chicken-and-egg problem of trying to connect to the database before it is created. At the `kadmin` prompt, use `init` to create the realm's initial database: [source,shell] .... # kadmin -l kadmin> init EXAMPLE.ORG Realm max ticket life [unlimited]: .... Lastly, while still in `kadmin`, create the first principal using `add`. Stick to the default options for the principal for now, as these can be changed later with `modify`. Type `?` at the prompt to see the available options. [source,shell] .... kadmin> add tillman .... The output should be similar to the following: [.programlisting] .... Max ticket life [unlimited]: Max renewable life [unlimited]: Principal expiration time [never]: Password expiration time [never]: Attributes []: Password: xxxxxxxx Verifying password - Password: xxxxxxxx .... Next, start the KDC services by running: [source,shell] .... # service kdc start # service kadmind start .... While there will not be any kerberized daemons running at this point, it is possible to confirm that the KDC is functioning by obtaining a ticket for the principal that was just created: [source,shell] .... % kinit tillman .... The output should be similar to the following: [.programlisting] .... tillman@EXAMPLE.ORG's Password: .... Confirm that a ticket was successfully obtained using `klist`: [source,shell] .... % klist .... The output should be similar to the following: [.programlisting] .... Credentials cache: FILE:/tmp/krb5cc_1001 Principal: tillman@EXAMPLE.ORG Issued Expires Principal Aug 27 15:37:58 2013 Aug 28 01:37:58 2013 krbtgt/EXAMPLE.ORG@EXAMPLE.ORG .... The temporary ticket can be destroyed when the test is finished: [source,shell] .... % kdestroy .... === Configuring a Server to Use Kerberos The first step in configuring a server to use Kerberos authentication is to ensure that it has the correct configuration in [.filename]#/etc/krb5.conf#. The version from the KDC can be used as-is, or it can be regenerated on the new system. Next, create [.filename]#/etc/krb5.keytab# on the server. This is the main part of "Kerberizing" a service - it corresponds to generating a secret shared between the service and the KDC. The secret is a cryptographic key, stored in a "keytab". The keytab contains the server's host key, which allows it and the KDC to verify each others' identity. It must be transmitted to the server in a secure fashion, as the security of the server can be broken if the key is made public. Typically, the [.filename]#keytab# is generated on an administrator's trusted machine using `kadmin`, then securely transferred to the server, e.g., with man:scp[1]; it can also be created directly on the server if that is consistent with the desired security policy. It is very important that the keytab is transmitted to the server in a secure fashion: if the key is known by some other party, that party can impersonate any user to the server! Using `kadmin` on the server directly is convenient, because the entry for the host principal in the KDC database is also created using `kadmin`. Of course, `kadmin` is a kerberized service; a Kerberos ticket is needed to authenticate to the network service, but to ensure that the user running `kadmin` is actually present (and their session has not been hijacked), `kadmin` will prompt for the password to get a fresh ticket. The principal authenticating to the kadmin service must be permitted to use the `kadmin` interface, as specified in [.filename]#/var/heimdal/kadmind.acl#. See the section titled "Remote administration" in `info heimdal` for details on designing access control lists. Instead of enabling remote `kadmin` access, the administrator could securely connect to the KDC via the local console or man:ssh[1], and perform administration locally using `kadmin -l`. After installing [.filename]#/etc/krb5.conf#, use `add --random-key` in `kadmin`. This adds the server's host principal to the database, but does not extract a copy of the host principal key to a keytab. To generate the keytab, use `ext` to extract the server's host principal key to its own keytab: [source,shell] .... # kadmin .... The output should be similar to the following: [.programlisting] .... kadmin> add --random-key host/myserver.example.org Max ticket life [unlimited]: Max renewable life [unlimited]: Principal expiration time [never]: Password expiration time [never]: Attributes []: kadmin> ext_keytab host/myserver.example.org kadmin> exit .... Note that `ext_keytab` stores the extracted key in [.filename]#/etc/krb5.keytab# by default. This is good when being run on the server being kerberized, but the `--keytab _path/to/file_` argument should be used when the keytab is being extracted elsewhere: [source,shell] .... # kadmin .... The output should be similar to the following: [.programlisting] .... kadmin> ext_keytab --keytab=/tmp/example.keytab host/myserver.example.org kadmin> exit .... The keytab can then be securely copied to the server using man:scp[1] or a removable media. Be sure to specify a non-default keytab name to avoid inserting unneeded keys into the system's keytab. At this point, the server can read encrypted messages from the KDC using its shared key, stored in [.filename]#krb5.keytab#. It is now ready for the Kerberos-using services to be enabled. One of the most common such services is man:sshd[8], which supports Kerberos via the GSS-API. In [.filename]#/etc/ssh/sshd_config#, add the line: [.programlisting] .... GSSAPIAuthentication yes .... After making this change, man:sshd[8] must be restarted for the new configuration to take effect: `service sshd restart`. === Configuring a Client to Use Kerberos As it was for the server, the client requires configuration in [.filename]#/etc/krb5.conf#. Copy the file in place (securely) or re-enter it as needed. Test the client by using `kinit`, `klist`, and `kdestroy` from the client to obtain, show, and then delete a ticket for an existing principal. Kerberos applications should also be able to connect to Kerberos enabled servers. If that does not work but obtaining a ticket does, the problem is likely with the server and not with the client or the KDC. In the case of kerberized man:ssh[1], GSS-API is disabled by default, so test using `ssh -o GSSAPIAuthentication=yes _hostname_`. When testing a Kerberized application, try using a packet sniffer such as `tcpdump` to confirm that no sensitive information is sent in the clear. Various Kerberos client applications are available. With the advent of a bridge so that applications using SASL for authentication can use GSS-API mechanisms as well, large classes of client applications can use Kerberos for authentication, from Jabber clients to IMAP clients. Users within a realm typically have their Kerberos principal mapped to a local user account. Occasionally, one needs to grant access to a local user account to someone who does not have a matching Kerberos principal. For example, `tillman@EXAMPLE.ORG` may need access to the local user account `webdevelopers`. Other principals may also need access to that local account. The [.filename]#.k5login# and [.filename]#.k5users# files, placed in a user's home directory, can be used to solve this problem. For example, if the following [.filename]#.k5login# is placed in the home directory of `webdevelopers`, both principals listed will have access to that account without requiring a shared password: [.programlisting] .... tillman@example.org jdoe@example.org .... Refer to man:ksu[1] for more information about [.filename]#.k5users#. === MIT Differences The major difference between the MIT and Heimdal implementations is that `kadmin` has a different, but equivalent, set of commands and uses a different protocol. If the KDC is MIT, the Heimdal version of `kadmin` cannot be used to administer the KDC remotely, and vice versa. Client applications may also use slightly different command line options to accomplish the same tasks. Following the instructions at http://web.mit.edu/Kerberos/www/[http://web.mit.edu/Kerberos/www/] is recommended. Be careful of path issues: the MIT port installs into [.filename]#/usr/local/# by default, and the FreeBSD system applications run instead of the MIT versions if `PATH` lists the system directories first. When using MIT Kerberos as a KDC on FreeBSD, execute the following commands to add the required configurations to [.filename]#/etc/rc.conf#: [source,shell] .... # sysrc kdc_program="/usr/local/sbin/krb5kdc" # sysrc kadmind_program="/usr/local/sbin/kadmind" # sysrc kdc_flags="" # sysrc kdc_enable="YES" # sysrc kadmind_enable="YES" .... === Kerberos Tips, Tricks, and Troubleshooting When configuring and troubleshooting Kerberos, keep the following points in mind: * When using either Heimdal or MITKerberos from ports, ensure that the `PATH` lists the port's versions of the client applications before the system versions. * If all the computers in the realm do not have synchronized time settings, authentication may fail. crossref:network-servers[network-ntp,“Clock Synchronization with NTP”] describes how to synchronize clocks using NTP. * If the hostname is changed, the `host/` principal must be changed and the keytab updated. This also applies to special keytab entries like the `HTTP/` principal used for Apache's package:www/mod_auth_kerb[]. * All hosts in the realm must be both forward and reverse resolvable in DNS or, at a minimum, exist in [.filename]#/etc/hosts#. CNAMEs will work, but the A and PTR records must be correct and in place. The error message for unresolvable hosts is not intuitive: `Kerberos5 refuses authentication because Read req failed: Key table entry not found`. * Some operating systems that act as clients to the KDC do not set the permissions for `ksu` to be setuid `root`. This means that `ksu` does not work. This is a permissions problem, not a KDC error. * With MITKerberos, to allow a principal to have a ticket life longer than the default lifetime of ten hours, use `modify_principal` at the man:kadmin[8] prompt to change the `maxlife` of both the principal in question and the `krbtgt` principal. The principal can then use `kinit -l` to request a ticket with a longer lifetime. * When running a packet sniffer on the KDC to aid in troubleshooting while running `kinit` from a workstation, the Ticket Granting Ticket (TGT) is sent immediately, even before the password is typed. This is because the Kerberos server freely transmits a TGT to any unauthorized request. However, every TGT is encrypted in a key derived from the user's password. When a user types their password, it is not sent to the KDC, it is instead used to decrypt the TGT that `kinit` already obtained. If the decryption process results in a valid ticket with a valid time stamp, the user has valid Kerberos credentials. These credentials include a session key for establishing secure communications with the Kerberos server in the future, as well as the actual TGT, which is encrypted with the Kerberos server's own key. This second layer of encryption allows the Kerberos server to verify the authenticity of each TGT. * Host principals can have a longer ticket lifetime. If the user principal has a lifetime of a week but the host being connected to has a lifetime of nine hours, the user cache will have an expired host principal and the ticket cache will not work as expected. * When setting up [.filename]#krb5.dict# to prevent specific bad passwords from being used as described in man:kadmind[8], remember that it only applies to principals that have a password policy assigned to them. The format used in [.filename]#krb5.dict# is one string per line. Creating a symbolic link to [.filename]#/usr/share/dict/words# might be useful. === Mitigating Kerberos Limitations Since Kerberos is an all or nothing approach, every service enabled on the network must either be modified to work with Kerberos or be otherwise secured against network attacks. This is to prevent user credentials from being stolen and re-used. An example is when Kerberos is enabled on all remote shells but the non-Kerberized POP3 mail server sends passwords in plain text. The KDC is a single point of failure. By design, the KDC must be as secure as its master password database. The KDC should have absolutely no other services running on it and should be physically secure. The danger is high because Kerberos stores all passwords encrypted with the same master key which is stored as a file on the KDC. A compromised master key is not quite as bad as one might fear. The master key is only used to encrypt the Kerberos database and as a seed for the random number generator. As long as access to the KDC is secure, an attacker cannot do much with the master key. If the KDC is unavailable, network services are unusable as authentication cannot be performed. This can be alleviated with a single master KDC and one or more slaves, and with careful implementation of secondary or fall-back authentication using PAM. Kerberos allows users, hosts and services to authenticate between themselves. It does not have a mechanism to authenticate the KDC to the users, hosts, or services. This means that a trojaned `kinit` could record all user names and passwords. File system integrity checking tools like package:security/tripwire[] can alleviate this. === Resources and Further Information * http://www.faqs.org/faqs/Kerberos-faq/general/preamble.html[The Kerberos FAQ] * http://web.mit.edu/Kerberos/www/dialogue.html[Designing an Authentication System: a Dialog in Four Scenes] * https://www.ietf.org/rfc/rfc4120.txt[RFC 4120, The Kerberos Network Authentication Service (V5)] * http://web.mit.edu/Kerberos/www/[MIT Kerberos home page] * https://github.com/heimdal/heimdal/wiki[Heimdal Kerberos project wiki page] [[tcpwrappers]] == TCP Wrappers TCP Wrappers is a host-based network access control system. By intercepting incoming network requests before they reach the actual network service, TCP Wrappers assess whether the source IP address is permitted or denied access based on predefined rules in configuration files. However, while TCP Wrappers provide basic access control, they should not be considered a substitute for more robust security measures. For comprehensive protection, it's recommended to use advanced technologies like firewalls, along with proper user authentication practices and intrusion detection systems. [[tcpwrappers-initial-configuration]] === Initial Configuration TCP Wrappers are enabled by default in man:inetd[8]. So the first step will be to enable man:inetd[8] executing the following commands: [source,shell] .... # sysrc inetd_enable="YES" # service inetd start .... Then, properly configure [.filename]#/etc/hosts.allow#. [WARNING] ==== Unlike other implementations of TCP Wrappers, the use of [.filename]#hosts.deny# is deprecated in FreeBSD. All configuration options should be placed in [.filename]#/etc/hosts.allow#. ==== In the simplest configuration, daemon connection policies are set to either permit or block, depending on the options in [.filename]#/etc/hosts.allow#. The default configuration in FreeBSD is to allow all connections to the daemons started with inetd. Basic configuration usually takes the form of `daemon : address : action`, where `daemon` is the daemon which inetd started, `address` is a valid hostname, IP address, or an IPv6 address enclosed in brackets ([ ]), and `action` is either `allow` or `deny`. TCP Wrappers uses a first rule match semantic, meaning that the configuration file is scanned from the beginning for a matching rule. When a match is found, the rule is applied and the search process stops. For example, to allow POP3 connections via the package:mail/qpopper[] daemon, the following lines should be appended to [.filename]#/etc/hosts.allow#: [.programlisting] .... # This line is required for POP3 connections: qpopper : ALL : allow .... Whenever this file is edited, restart inetd: [source,shell] .... # service inetd restart .... [[tcpwrappers-advanced-config]] === Advanced Configuration TCP Wrappers provides advanced options to allow more control over the way connections are handled. In some cases, it may be appropriate to return a comment to certain hosts or daemon connections. In other cases, a log entry should be recorded or an email sent to the administrator. Other situations may require the use of a service for local connections only. This is all possible through the use of configuration options known as wildcards, expansion characters, and external command execution. To learn more about wildcards and their associated functionality, refer to man:hosts_access[5]. [[fs-acl]] == Access Control Lists Access Control Lists (ACLs) extend traditional UNIX(R) file permissions by allowing fine-grained access control for users and groups on a per-file or per-directory basis. Each ACL entry defines a user or group and the associated permissions, such as read, write, and execute. FreeBSD provides commands like man:getfacl[1] and man:setfacl[1] to manage ACLs. ACLs are useful in scenarios requiring more specific access control than standard permissions, commonly used in multi-user environments or shared hosting. However, complexity may be unavoidable, but careful planning is required to ensure that the desired security properties are being provided [NOTE] ==== FreeBSD supports the implementation of NFSv4 ACLs in both UFS and OpenZFS. Please note that some arguments to the man:setfacl[1] command only work with POSIX ACLs and others in NFSv4 ACLs. ==== [[acl-enabling-support-ufs]] === Enabling ACL Support in UFS ACLs are enabled by the mount-time administrative flag, `acls`, which may be added to [.filename]#/etc/fstab#. Therefore it will be necessary to access [.filename]#/etc/fstab# and in the options section add the `acls` flag as follows: [.programlisting] .... # Device Mountpoint FStype Options Dump Pass# /dev/ada0s1a / ufs rw,acls 1 1 .... [[security-acl-info]] === Get ACLs information It is possible to check the ACLs of a file or a directory using man:getfacl[1]. For example, to view the ACL settings on [.filename]#~/test# file execute the following command: [source,shell] .... % getfacl test .... The output should be similar to the following in case of using NFSv4 ACLs: [.programlisting] .... # file: test # owner: freebsduser # group: freebsduser owner@:rw-p--aARWcCos:-------:allow group@:r-----a-R-c--s:-------:allow everyone@:r-----a-R-c--s:-------:allow .... And the output should be similar to the following in case of using POSIX.1e ACLs: [.programlisting] .... # file: test # owner: freebsduser # group: freebsduser user::rw- group::r-- other::r-- .... [[security-working-acls]] === Working with ACLs man:setfacl[1] can be used to add, modify or remove ACLs from a file or directory. As noted above, some arguments to man:setfacl[1] do not work with NFSv4 ACLs, and vice versa. This section covers how to execute the commands for POSIX ACLs and for NFSv4 ACLs and shows examples of both. For example, to set the mandatory elements of the POSIX.1e default ACL: [source,shell] .... % setfacl -d -m u::rwx,g::rx,o::rx,mask::rwx directory .... This other example sets read, write, and execute permissions for the file owner's POSIX.1e ACL entry and read and write permissions for group mail on file: [source,shell] .... % setfacl -m u::rwx,g:mail:rw file .... To do the same as in the previous example but in NFSv4 ACL: [source,shell] .... % setfacl -m owner@:rwxp::allow,g:mail:rwp::allow file .... To remove all ACL entries except for the three required from file in POSIX.1e ACL: [source,shell] .... % setfacl -bn file .... To remove all ACL entries in NFSv4 ACL: [source,shell] .... % setfacl -b file .... Refer to man:getfacl[1] and man:setfacl[1] for more information about the options available for these commands. [[capsicum]] == Capsicum Capsicum is a lightweight OS capability and sandbox framework implementing a hybrid capability system model. Capabilities are unforgeable tokens of authority that can be delegated and must be presented to perform an action. Capsicum makes file descriptors into capabilities. Capsicum can be used for application and library compartmentalisation, the decomposition of larger bodies of software into isolated (sandboxed) components in order to implement security policies and limit the impact of software vulnerabilities. [[security-accounting]] == Process Accounting Process accounting is a security method in which an administrator may keep track of system resources used and their allocation among users, provide for system monitoring, and minimally track a user's commands. Process accounting has both positive and negative points. One of the positives is that an intrusion may be narrowed down to the point of entry. A negative is the amount of logs generated by process accounting, and the disk space they may require. This section walks an administrator through the basics of process accounting. [NOTE] ==== If more fine-grained accounting is needed, refer to crossref:audit[audit,Security Event Auditing]. ==== === Enabling and Utilizing Process Accounting Before using process accounting, it must be enabled using the following commands: [source,shell] .... # sysrc accounting_enable=yes # service accounting start .... The accounting information is stored in files located in [.filename]#/var/account#, which is automatically created, if necessary, the first time the accounting service starts. These files contain sensitive information, including all the commands issued by all users. Write access to the files is limited to `root`, and read access is limited to `root` and members of the `wheel` group. To also prevent members of `wheel` from reading the files, change the mode of the [.filename]#/var/account# directory to allow access only by `root`. Once enabled, accounting will begin to track information such as CPU statistics and executed commands. All accounting logs are in a non-human readable format which can be viewed using man:sa[8]. If issued without any options, man:sa[8] prints information relating to the number of per-user calls, the total elapsed time in minutes, total CPU and user time in minutes, and the average number of I/O operations. Refer to man:sa[8] for the list of available options which control the output. To display the commands issued by users, use `lastcomm`. For example, this command prints out all usage of `ls` by `trhodes` on the `ttyp1` terminal: [source,shell] .... # lastcomm ls trhodes ttyp1 .... Many other useful options exist and are explained in man:lastcomm[1], man:acct[5], and man:sa[8]. [[security-resourcelimits]] == Resource Limits In FreeBSD, resource limits refer to the mechanisms that control and manage the allocation of various system resources to processes and users. These limits are designed to prevent a single process or user from consuming an excessive amount of resources, which could lead to performance degradation or system instability. Resource limits help ensure fair resource distribution among all active processes and users on the system. FreeBSD provides several methods for an administrator to limit the amount of system resources an individual may use. The traditional method defines login classes by editing [.filename]#/etc/login.conf#. While this method is still supported, any changes require a multi-step process of editing this file, rebuilding the resource database, making necessary changes to [.filename]#/etc/master.passwd#, and rebuilding the password database. This can become time consuming, depending upon the number of users to configure. man:rctl[8] can be used to provide a more fine-grained method for controlling resource limits. This command supports more than user limits as it can also be used to set resource constraints on processes and jails. This section demonstrates both methods for controlling resources, beginning with the traditional method. [[security-resource-limits-types]] === Types of Resources FreeBSD provides limits for various types of resources, including: .Resource types [options="header", cols="1,1"] |=== | Type | Description | CPU Time | Limits the amount of CPU time a process can consume | Memory | Controls the amount of physical memory a process can use | Open Files | Limits the number of files a process can have open simultaneously | Processes | Controls the number of processes a user or a process can create | File Size | Limits the maximum size of files that a process can create | Core Dumps | Controls whether processes are allowed to generate core dump files | Network Resources | Limits the amount of network resources (e.g., sockets) a process can use |=== For a full listing of types see man:login.conf[5] and man:rctl[8]. [[users-limiting]] === Configuring Login Classes In the traditional method, login classes and the resource limits to apply to a login class are defined in [.filename]#/etc/login.conf#. Each user account can be assigned to a login class, where `default` is the default login class. Each login class has a set of login capabilities associated with it. A login capability is a `_name_=_value_` pair, where _name_ is a well-known identifier and _value_ is an arbitrary string which is processed accordingly depending on the _name_. The first step to configure a resource limit will be to open [.filename]#/etc/login.conf# by executing the following command: [source,shell] .... # ee /etc/login.conf .... Then locate the section for the user class to be modified. In this example, let's assume the user class is named `limited`, create it in case it does not exist. [.programlisting] .... limited:\ <.> :maxproc=50:\ <.> :tc=default: <.> .... <.> Name of the user class. <.> Sets the maximum number of processes (maxproc) to 50 for users in the `limited` class. <.> Indicates that this user class inherits the default settings from the "default" class. After modifying the [.filename]#/etc/login.conf# file, run man:cap_mkdb[1] to generate the database that FreeBSD uses to apply these settings: [source,shell] .... # cap_mkdb /etc/login.conf .... man:chpass[1] can be used to change the class to the desired user by executing the following command: [source,shell] .... # chpass username .... This will open a text editor, add the new `limited` class there as follows: [.programlisting] .... #Changing user information for username. Login: username Password: $6$2H.419USdGaiJeqK$6kgcTnDadasdasd3YnlNZsOni5AMymibkAfRCPirc7ZFjjv DVsKyXx26daabdfqSdasdsmL/ZMUpdHiO0 Uid [#]: 1001 Gid [# or name]: 1001 Change [month day year]: Expire [month day year]: Class: limited Home directory: /home/username Shell: /bin/sh Full Name: User & Office Location: Office Phone: Home Phone: Other information: .... Now, the user assigned to the `limited` class will have a maximum process limit of 50. Remember that this is just one example of setting a resource limit using the [.filename]#/etc/login.conf# file. Keep in mind that after making changes to the [.filename]#/etc/login.conf# file, the user needs to log out and log back in for the changes to take effect. Additionally, always exercise caution when editing system configuration files, especially when using privileged access. [[security-rctl]] === Enabling and Configuring Resource Limits The man:rctl[8] system provides a more fine-grained way to set and manage resource limits for individual processes and users. It allows you to dynamically assign resource limits to specific processes or users, regardless of their user class. The first step to use man:rctl[8] will be to enable it adding the following line to [.filename]#/boot/loader.conf# and reboot the system: [.programlisting] .... kern.racct.enable=1 .... Then enable and start the man:rctl[8] service by executing the following commands: [source,shell] .... # sysrc rctl_enable="YES" # service rctl start .... Then man:rctl[8] may be used to set rules for the system. Rule syntax (man:rctl.conf[5]) is controlled through the use of a subject, subject-id, resource, and action, as seen in this example rule: [.programlisting] .... subject:subject-id:resource:action=amount/per .... For example to constrained the user to add no more than 10 processes execute the following command: [source,shell] .... # rctl -a user:username:maxproc:deny=10/user .... To check the applied resource limits the man:rctl[8] command can be executed: [source,shell] .... # rctl .... The output should be similar to the following: [.programlisting] .... user:username:maxproc:deny=10 .... Rules will persist across reboots if they have been added to [.filename]#/etc/rctl.conf#. The format is a rule, without the preceding command. For example, the previous rule could be added as: [.programlisting] .... user:username:maxproc:deny=10 .... [[security-pkg]] == Monitoring Third Party Security Issues In recent years, the security world has made many improvements to how vulnerability assessment is handled. The threat of system intrusion increases as third party utilities are installed and configured for virtually any operating system available today. Vulnerability assessment is a key factor in security. While FreeBSD releases advisories for the base system, doing so for every third party utility is beyond the FreeBSD Project's capability. There is a way to mitigate third party vulnerabilities and warn administrators of known security issues. A FreeBSD add on utility known as pkg includes options explicitly for this purpose. pkg polls a database for security issues. The database is updated and maintained by the FreeBSD Security Team and ports developers. Installation provides man:periodic[8] configuration files for maintaining the pkg audit database, and provides a programmatic method of keeping it updated. After installation, and to audit third party utilities as part of the Ports Collection at any time, an administrator may choose to update the database and view known vulnerabilities of installed packages by invoking: [source,shell] .... % pkg audit -F .... The output should be similar to the following: [.programlisting] .... vulnxml file up-to-date chromium-116.0.5845.96_1 is vulnerable: chromium -- multiple vulnerabilities CVE: CVE-2023-4431 CVE: CVE-2023-4427 CVE: CVE-2023-4428 CVE: CVE-2023-4429 CVE: CVE-2023-4430 WWW: https://vuxml.FreeBSD.org/freebsd/5fa332b9-4269-11ee-8290-a8a1599412c6.html samba413-4.13.17_5 is vulnerable: samba -- multiple vulnerabilities CVE: CVE-2023-3347 CVE: CVE-2023-34966 CVE: CVE-2023-34968 CVE: CVE-2022-2127 CVE: CVE-2023-34967 WWW: https://vuxml.FreeBSD.org/freebsd/441e1e1a-27a5-11ee-a156-080027f5fec9.html 2 problem(s) in 2 installed package(s) found. .... By pointing a web browser to the displayed URL, an administrator may obtain more information about the vulnerability. This will include the versions affected, by FreeBSD port version, along with other web sites which may contain security advisories. [[security-advisories]] == FreeBSD Security Advisories Like many producers of quality operating systems, the FreeBSD Project has a security team which is responsible for determining the End-of-Life (EoL) date for each FreeBSD release and to provide security updates for supported releases which have not yet reached their EoL. More information about the FreeBSD security team and the supported releases is available on the link:https://www.FreeBSD.org/security[FreeBSD security page]. One task of the security team is to respond to reported security vulnerabilities in the FreeBSD operating system. Once a vulnerability is confirmed, the security team verifies the steps necessary to fix the vulnerability and updates the source code with the fix. It then publishes the details as a "Security Advisory". Security advisories are published on the link:https://www.FreeBSD.org/security/advisories/[FreeBSD website] and mailed to the {freebsd-security-notifications}, {freebsd-security}, and {freebsd-announce}. === Format of a Security Advisory Here is an example of a FreeBSD security advisory: [.programlisting] .... -----BEGIN PGP SIGNED MESSAGE----- Hash: SHA512 ============================================================================= FreeBSD-SA-23:07.bhyve Security Advisory The FreeBSD Project Topic: bhyve privileged guest escape via fwctl Category: core Module: bhyve Announced: 2023-08-01 Credits: Omri Ben Bassat and Vladimir Eli Tokarev from Microsoft Affects: FreeBSD 13.1 and 13.2 Corrected: 2023-08-01 19:48:53 UTC (stable/13, 13.2-STABLE) 2023-08-01 19:50:47 UTC (releng/13.2, 13.2-RELEASE-p2) 2023-08-01 19:48:26 UTC (releng/13.1, 13.1-RELEASE-p9) CVE Name: CVE-2023-3494 For general information regarding FreeBSD Security Advisories, including descriptions of the fields above, security branches, and the following sections, please visit . I. Background bhyve(8)'s fwctl interface provides a mechanism through which guest firmware can query the hypervisor for information about the virtual machine. The fwctl interface is available to guests when bhyve is run with the "-l bootrom" option, used for example when booting guests in UEFI mode. bhyve is currently only supported on the amd64 platform. II. Problem Description The fwctl driver implements a state machine which is executed when the guest accesses certain x86 I/O ports. The interface lets the guest copy a string into a buffer resident in the bhyve process' memory. A bug in the state machine implementation can result in a buffer overflowing when copying this string. III. Impact A malicious, privileged software running in a guest VM can exploit the buffer overflow to achieve code execution on the host in the bhyve userspace process, which typically runs as root. Note that bhyve runs in a Capsicum sandbox, so malicious code is constrained by the capabilities available to the bhyve process. IV. Workaround No workaround is available. bhyve guests that are executed without the "-l bootrom" option are unaffected. V. Solution Upgrade your vulnerable system to a supported FreeBSD stable or release / security branch (releng) dated after the correction date. Perform one of the following: 1) To update your vulnerable system via a binary patch: Systems running a RELEASE version of FreeBSD on the amd64, i386, or (on FreeBSD 13 and later) arm64 platforms can be updated via the freebsd-update(8) utility: # freebsd-update fetch # freebsd-update install Restart all affected virtual machines. 2) To update your vulnerable system via a source code patch: The following patches have been verified to apply to the applicable FreeBSD release branches. a) Download the relevant patch from the location below, and verify the detached PGP signature using your PGP utility. [FreeBSD 13.2] # fetch https://security.FreeBSD.org/patches/SA-23:07/bhyve.13.2.patch # fetch https://security.FreeBSD.org/patches/SA-23:07/bhyve.13.2.patch.asc # gpg --verify bhyve.13.2.patch.asc [FreeBSD 13.1] # fetch https://security.FreeBSD.org/patches/SA-23:07/bhyve.13.1.patch # fetch https://security.FreeBSD.org/patches/SA-23:07/bhyve.13.1.patch.asc # gpg --verify bhyve.13.1.patch.asc b) Apply the patch. Execute the following commands as root: # cd /usr/src # patch < /path/to/patch c) Recompile the operating system using buildworld and installworld as described in . Restart all affected virtual machines. VI. Correction details This issue is corrected by the corresponding Git commit hash or Subversion revision number in the following stable and release branches: Branch/path Hash Revision - ------------------------------------------------------------------------- stable/13/ 9fe302d78109 stable/13-n255918 releng/13.2/ 2bae613e0da3 releng/13.2-n254625 releng/13.1/ 87702e38a4b4 releng/13.1-n250190 - ------------------------------------------------------------------------- Run the following command to see which files were modified by a particular commit: # git show --stat Or visit the following URL, replacing NNNNNN with the hash: To determine the commit count in a working tree (for comparison against nNNNNNN in the table above), run: # git rev-list --count --first-parent HEAD VII. References The latest revision of this advisory is available at -----BEGIN PGP SIGNATURE----- iQIzBAEBCgAdFiEEthUnfoEIffdcgYM7bljekB8AGu8FAmTJdsIACgkQbljekB8A Gu8Q1Q/7BFw5Aa0cFxBzbdz+O5NAImj58MvKS6xw61bXcYr12jchyT6ENC7yiR+K qCqbe5TssRbtZ1gg/94gSGEXccz5OcJGxW+qozhcdPUh2L2nzBPkMCrclrYJfTtM cnmQKjg/wFZLUVr71GEM95ZFaktlZdXyXx9Z8eBzow5rXexpl1TTHQQ2kZZ41K4K KFhup91dzGCIj02cqbl+1h5BrXJe3s/oNJt5JKIh/GBh5THQu9n6AywQYl18HtjV fMb1qRTAS9WbiEP5QV2eEuOG86ucuhytqnEN5MnXJ2rLSjfb9izs9HzLo3ggy7yb hN3tlbfIPjMEwYexieuoyP3rzKkLeYfLXqJU4zKCRnIbBIkMRy4mcFkfcYmI+MhF NPh2R9kccemppKXeDhKJurH0vsetr8ti+AwOZ3pgO21+9w+mjE+EfaedIi+JWhip hwqeFv03bAQHJdacNYGV47NsJ91CY4ZgWC3ZOzBZ2Y5SDtKFjyc0bf83WTfU9A/0 drC0z3xaJribah9e6k5d7lmZ7L6aHCbQ70+aayuAEZQLr/N1doB0smNi0IHdrtY0 JdIqmVX+d1ihVhJ05prC460AS/Kolqiaysun1igxR+ZnctE9Xdo1BlLEbYu2KjT4 LpWvSuhRMSQaYkJU72SodQc0FM5mqqNN42Vx+X4EutOfvQuRGlI= =MlAY -----END PGP SIGNATURE----- .... Every security advisory uses the following format: * Each security advisory is signed by the PGP key of the Security Officer. The public key for the Security Officer can be verified at crossref:pgpkeys[pgpkeys,OpenPGP Keys]. * The name of the security advisory always begins with `FreeBSD-SA-` (for FreeBSD Security Advisory), followed by the year in two digit format (`23:`), followed by the advisory number for that year (`07.`), followed by the name of the affected application or subsystem (`bhyve`). * The `Topic` field summarizes the vulnerability. * The `Category` refers to the affected part of the system which may be one of `core`, `contrib`, or `ports`. The `core` category means that the vulnerability affects a core component of the FreeBSD operating system. The `contrib` category means that the vulnerability affects software included with FreeBSD, such as BIND. The `ports` category indicates that the vulnerability affects software available through the Ports Collection. * The `Module` field refers to the component location. In this example, the `bhyve` module is affected; therefore, this vulnerability affects an application installed with the operating system. * The `Announced` field reflects the date the security advisory was published. This means that the security team has verified that the problem exists and that a patch has been committed to the FreeBSD source code repository. * The `Credits` field gives credit to the individual or organization who noticed the vulnerability and reported it. * The `Affects` field explains which releases of FreeBSD are affected by this vulnerability. * The `Corrected` field indicates the date, time, time offset, and releases that were corrected. The section in parentheses shows each branch for which the fix has been merged, and the version number of the corresponding release from that branch. The release identifier itself includes the version number and, if appropriate, the patch level. The patch level is the letter `p` followed by a number, indicating the sequence number of the patch, allowing users to track which patches have already been applied to the system. * The `CVE Name` field lists the advisory number, if one exists, in the public http://cve.mitre.org[cve.mitre.org] security vulnerabilities database. * The `Background` field provides a description of the affected module. * The `Problem Description` field explains the vulnerability. This can include information about the flawed code and how the utility could be maliciously used. * The `Impact` field describes what type of impact the problem could have on a system. * The `Workaround` field indicates if a workaround is available to system administrators who cannot immediately patch the system. * The `Solution` field provides the instructions for patching the affected system. This is a step by step tested and verified method for getting a system patched and working securely. * The `Correction Details` field displays each affected Subversion or Git branch with the revision number that contains the corrected code. * The `References` field offers sources of additional information regarding the vulnerability. diff --git a/documentation/content/en/books/handbook/serialcomms/_index.adoc b/documentation/content/en/books/handbook/serialcomms/_index.adoc index 7ecebe9e0d..bcb2993ca0 100644 --- a/documentation/content/en/books/handbook/serialcomms/_index.adoc +++ b/documentation/content/en/books/handbook/serialcomms/_index.adoc @@ -1,1219 +1,1219 @@ --- title: Chapter 29. Serial Communications part: Part IV. Network Communication prev: books/handbook/partiv next: books/handbook/ppp-and-slip description: This chapter covers some of the ways serial communications can be used on FreeBSD tags: ["serial", "communications", "terminal", "modem", "console"] showBookMenu: true weight: 34 path: "/books/handbook/serialcomms/" --- [[serialcomms]] = Serial Communications :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 29 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/serialcomms/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[serial-synopsis]] == Synopsis UNIX(R) has always had support for serial communications as the very first UNIX(R) machines relied on serial lines for user input and output. Things have changed a lot from the days when the average terminal consisted of a 10-character-per-second serial printer and a keyboard. This chapter covers some of the ways serial communications can be used on FreeBSD. After reading this chapter, you will know: * How to connect terminals to a FreeBSD system. * How to use a modem to dial out to remote hosts. * How to allow remote users to login to a FreeBSD system with a modem. * How to boot a FreeBSD system from a serial console. Before reading this chapter, you should: * Know how to crossref:kernelconfig[kernelconfig, configure and install a custom kernel]. * Understand crossref:basics[basics, FreeBSD permissions and processes]. * Have access to the technical manual for the serial hardware to be used with FreeBSD. [[serial]] == Serial Terminology and Hardware The following terms are often used in serial communications: bps:: Bits per Second (bps) is the rate at which data is transmitted. DTE:: Data Terminal Equipment (DTE) is one of two endpoints in a serial communication. An example would be a computer. DCE:: Data Communications Equipment (DCE) is the other endpoint in a serial communication. Typically, it is a modem or serial terminal. RS-232:: The original standard which defined hardware serial communications. It has since been renamed to TIA-232. When referring to communication data rates, this section does not use the term _baud_. Baud refers to the number of electrical state transitions made in a period of time, while bps is the correct term to use. To connect a serial terminal to a FreeBSD system, a serial port on the computer and the proper cable to connect to the serial device are needed. Users who are already familiar with serial hardware and cabling can safely skip this section. [[term-cables-null]] === Serial Cables and Ports There are several different kinds of serial cables. The two most common types are null-modem cables and standard RS-232 cables. The documentation for the hardware should describe the type of cable required. These two types of cables differ in how the wires are connected to the connector. Each wire represents a signal, with the defined signals summarized in -crossref:serialcomms[serialcomms-signal-names,.RS-232C Signal Names]. +crossref:serialcomms[serialcomms-signal-names,RS-232C Signal Names]. A standard serial cable passes all of the RS-232C signals straight through. For example, the "Transmitted Data" pin on one end of the cable goes to the "Transmitted Data" pin on the other end. This is the type of cable used to connect a modem to the FreeBSD system, and is also appropriate for some terminals. A null-modem cable switches the "Transmitted Data" pin of the connector on one end with the "Received Data" pin on the other end. The connector can be either a DB-25 or a DB-9. A null-modem cable can be constructed using the pin connections summarized in -crossref:serialcomms[nullmodem-db25], crossref:serialcomms[nullmodem-db9], and -crossref:serialcomms[nullmodem-db9-25,.DB-9 to DB-25 Null-Modem Cable]. +crossref:serialcomms[nullmodem-db25, DB-25 to DB-25 Null-Modem Cable], crossref:serialcomms[nullmodem-db9,DB-9 to DB-9 Null-Modem Cable], and +crossref:serialcomms[nullmodem-db9-25,DB-9 to DB-25 Null-Modem Cable, DB-9 to DB-25 Null-Modem Cable]. While the standard calls for a straight-through pin 1 to pin 1 "Protective Ground" line, it is often omitted. Some terminals work using only pins 2, 3, and 7, while others require different configurations. When in doubt, refer to the documentation for the hardware. [[serialcomms-signal-names]] .RS-232C Signal Names [cols="1,1", frame="none", options="header"] |=== <| Acronyms <| Names |RD |Received Data |TD |Transmitted Data |DTR |Data Terminal Ready |DSR |Data Set Ready |DCD |Data Carrier Detect |SG |Signal Ground |RTS |Request to Send |CTS |Clear to Send |=== [[nullmodem-db25]] .DB-25 to DB-25 Null-Modem Cable [cols="1,1,1,1,1", frame="none", options="header"] |=== <| Signal <| Pin # | <| Pin # <| Signal |SG |7 |connects to |7 |SG |TD |2 |connects to |3 |RD |RD |3 |connects to |2 |TD |RTS |4 |connects to |5 |CTS |CTS |5 |connects to |4 |RTS |DTR |20 |connects to |6 |DSR |DTR |20 |connects to |8 |DCD |DSR |6 |connects to |20 |DTR |DCD |8 |connects to |20 |DTR |=== [[nullmodem-db9]] .DB-9 to DB-9 Null-Modem Cable [cols="1,1,1,1,1", frame="none", options="header"] |=== <| Signal <| Pin # | <| Pin # <| Signal |RD |2 |connects to |3 |TD |TD |3 |connects to |2 |RD |DTR |4 |connects to |6 |DSR |DTR |4 |connects to |1 |DCD |SG |5 |connects to |5 |SG |DSR |6 |connects to |4 |DTR |DCD |1 |connects to |4 |DTR |RTS |7 |connects to |8 |CTS |CTS |8 |connects to |7 |RTS |=== [[nullmodem-db9-25]] .DB-9 to DB-25 Null-Modem Cable [cols="1,1,1,1,1", frame="none", options="header"] |=== <| Signal <| Pin # | <| Pin # <| Signal |RD |2 |connects to |2 |TD |TD |3 |connects to |3 |RD |DTR |4 |connects to |6 |DSR |DTR |4 |connects to |8 |DCD |SG |5 |connects to |7 |SG |DSR |6 |connects to |20 |DTR |DCD |1 |connects to |20 |DTR |RTS |7 |connects to |5 |CTS |CTS |8 |connects to |4 |RTS |=== [NOTE] ==== When one pin at one end connects to a pair of pins at the other end, it is usually implemented with one short wire between the pair of pins in their connector and a long wire to the other single pin. ==== Serial ports are the devices through which data is transferred between the FreeBSD host computer and the terminal. Several kinds of serial ports exist. Before purchasing or constructing a cable, make sure it will fit the ports on the terminal and on the FreeBSD system. Most terminals have DB-25 ports. Personal computers may have DB-25 or DB-9 ports. A multiport serial card may have RJ-12 or RJ-45/ ports. See the documentation that accompanied the hardware for specifications on the kind of port or visually verify the type of port. In FreeBSD, each serial port is accessed through an entry in [.filename]#/dev#. There are two different kinds of entries: * Call-in ports are named [.filename]#/dev/ttyuN# where _N_ is the port number, starting from zero. If a terminal is connected to the first serial port ([.filename]#COM1#), use [.filename]#/dev/ttyu0# to refer to the terminal. If the terminal is on the second serial port ([.filename]#COM2#), use [.filename]#/dev/ttyu1#, and so forth. Generally, the call-in port is used for terminals. Call-in ports require that the serial line assert the "Data Carrier Detect" signal to work correctly. * Call-out ports are named [.filename]#/dev/cuauN# on FreeBSD versions 8.X and higher and [.filename]#/dev/cuadN# on FreeBSD versions 7.X and lower. Call-out ports are usually not used for terminals, but are used for modems. The call-out port can be used if the serial cable or the terminal does not support the "Data Carrier Detect" signal. FreeBSD also provides initialization devices ([.filename]#/dev/ttyuN.init# and [.filename]#/dev/cuauN.init# or [.filename]#/dev/cuadN.init#) and locking devices ([.filename]#/dev/ttyuN.lock# and [.filename]#/dev/cuauN.lock# or [.filename]#/dev/cuadN.lock#). The initialization devices are used to initialize communications port parameters each time a port is opened, such as `crtscts` for modems which use `RTS/CTS` signaling for flow control. The locking devices are used to lock flags on ports to prevent users or programs changing certain parameters. Refer to man:termios[4], man:uart[4], and man:stty[1] for information on terminal settings, locking and initializing devices, and setting terminal options, respectively. [[serial-hw-config]] === Serial Port Configuration By default, FreeBSD supports four serial ports which are commonly known as [.filename]#COM1#, [.filename]#COM2#, [.filename]#COM3#, and [.filename]#COM4#. FreeBSD also supports dumb multi-port serial interface cards, such as the BocaBoard 1008 and 2016, as well as more intelligent multi-port cards such as those made by Digiboard. However, the default kernel only looks for the standard [.filename]#COM# ports. To see if the system recognizes the serial ports, look for system boot messages that start with `uart`: [source,shell] .... # grep uart /var/run/dmesg.boot .... If the system does not recognize all of the needed serial ports, additional entries can be added to [.filename]#/boot/device.hints#. This file already contains `hint.uart.0.\*` entries for [.filename]#COM1# and `hint.uart.1.*` entries for [.filename]#COM2#. When adding a port entry for [.filename]#COM3# use `0x3E8`, and for [.filename]#COM4# use `0x2E8`. Common IRQ addresses are `5` for [.filename]#COM3# and `9` for [.filename]#COM4#. To determine the default set of terminal I/O settings used by the port, specify its device name. This example determines the settings for the call-in port on [.filename]#COM2#: [source,shell] .... # stty -a -f /dev/ttyu1 .... System-wide initialization of serial devices is controlled by [.filename]#/etc/rc.d/serial#. This file affects the default settings of serial devices. To change the settings for a device, use `stty`. By default, the changed settings are in effect until the device is closed and when the device is reopened, it goes back to the default set. To permanently change the default set, open and adjust the settings of the initialization device. For example, to turn on `CLOCAL` mode, 8 bit communication, and `XON/XOFF` flow control for [.filename]#ttyu5#, type: [source,shell] .... # stty -f /dev/ttyu5.init clocal cs8 ixon ixoff .... To prevent certain settings from being changed by an application, make adjustments to the locking device. For example, to lock the speed of [.filename]#ttyu5# to 57600 bps, type: [source,shell] .... # stty -f /dev/ttyu5.lock 57600 .... Now, any application that opens [.filename]#ttyu5# and tries to change the speed of the port will be stuck with 57600 bps. [[term]] == Terminals Terminals provide a convenient and low-cost way to access a FreeBSD system when not at the computer's console or on a connected network. This section describes how to use terminals with FreeBSD. The original UNIX(R) systems did not have consoles. Instead, users logged in and ran programs through terminals that were connected to the computer's serial ports. The ability to establish a login session on a serial port still exists in nearly every UNIX(R)-like operating system today, including FreeBSD. By using a terminal attached to an unused serial port, a user can log in and run any text program that can normally be run on the console or in an `xterm` window. Many terminals can be attached to a FreeBSD system. An older spare computer can be used as a terminal wired into a more powerful computer running FreeBSD. This can turn what might otherwise be a single-user computer into a powerful multiple-user system. FreeBSD supports three types of terminals: Dumb terminals:: Dumb terminals are specialized hardware that connect to computers over serial lines. They are called "dumb" because they have only enough computational power to display, send, and receive text. No programs can be run on these devices. Instead, dumb terminals connect to a computer that runs the needed programs. + There are hundreds of kinds of dumb terminals made by many manufacturers, and just about any kind will work with FreeBSD. Some high-end terminals can even display graphics, but only certain software packages can take advantage of these advanced features. + Dumb terminals are popular in work environments where workers do not need access to graphical applications. Computers Acting as Terminals:: Since a dumb terminal has just enough ability to display, send, and receive text, any spare computer can be a dumb terminal. All that is needed is the proper cable and some _terminal emulation_ software to run on the computer. + This configuration can be useful. For example, if one user is busy working at the FreeBSD system's console, another user can do some text-only work at the same time from a less powerful personal computer hooked up as a terminal to the FreeBSD system. + There are at least two utilities in the base-system of FreeBSD that can be used to work through a serial connection: man:cu[1] and man:tip[1]. + For example, to connect from a client system that runs FreeBSD to the serial connection of another system: + [source,shell] .... # cu -l /dev/cuauN .... + Ports are numbered starting from zero. This means that [.filename]#COM1# is [.filename]#/dev/cuau0#. + Additional programs are available through the Ports Collection, such as package:comms/minicom[]. X Terminals:: X terminals are the most sophisticated kind of terminal available. Instead of connecting to a serial port, they usually connect to a network like Ethernet. Instead of being relegated to text-only applications, they can display any Xorg application. + This chapter does not cover the setup, configuration, or use of X terminals. [[term-config]] === Terminal Configuration This section describes how to configure a FreeBSD system to enable a login session on a serial terminal. It assumes that the system recognizes the serial port to which the terminal is connected and that the terminal is connected with the correct cable. In FreeBSD, `init` reads [.filename]#/etc/ttys# and starts a `getty` process on the available terminals. The `getty` process is responsible for reading a login name and starting the `login` program. The ports on the FreeBSD system which allow logins are listed in [.filename]#/etc/ttys#. For example, the first virtual console, [.filename]#ttyv0#, has an entry in this file, allowing logins on the console. This file also contains entries for the other virtual consoles, serial ports, and pseudo-ttys. For a hardwired terminal, the serial port's [.filename]#/dev# entry is listed without the `/dev` part. For example, [.filename]#/dev/ttyv0# is listed as `ttyv0`. The default [.filename]#/etc/ttys# configures support for the first four serial ports, [.filename]#ttyu0# through [.filename]#ttyu3#: [.programlisting] .... ttyu0 "/usr/libexec/getty std.115200" dialup off secure ttyu1 "/usr/libexec/getty std.115200" dialup off secure ttyu2 "/usr/libexec/getty std.115200" dialup off secure ttyu3 "/usr/libexec/getty std.115200" dialup off secure .... When attaching a terminal to one of those ports, modify the default entry to set the required speed and terminal type, to turn the device `on` and, if needed, to change the port's `secure` setting. If the terminal is connected to another port, add an entry for the port. -crossref:serialcomms[ex-etc-ttys,.Configuring Terminal Entries] configures two terminals in [.filename]#/etc/ttys#. +crossref:serialcomms[ex-etc-ttys,Configuring Terminal Entries] configures two terminals in [.filename]#/etc/ttys#. The first entry configures a Wyse-50 connected to [.filename]#COM2#. The second entry configures an old computer running Procomm terminal software emulating a VT-100 terminal. The computer is connected to the sixth serial port on a multi-port serial card. [example] [[ex-etc-ttys]] .Configuring Terminal Entries ==== [.programlisting] .... ttyu1 "/usr/libexec/getty std.38400" wy50 on insecure ttyu5 "/usr/libexec/getty std.19200" vt100 on insecure .... The first field specifies the device name of the serial terminal. The second field tells `getty` to initialize and open the line, set the line speed, prompt for a user name, and then execute the `login` program. The optional _getty type_ configures characteristics on the terminal line, like bps rate and parity. The available getty types are listed in [.filename]#/etc/gettytab#. In almost all cases, the getty types that start with `std` will work for hardwired terminals as these entries ignore parity. There is a `std` entry for each bps rate from 110 to 115200. Refer to man:gettytab[5] for more information. When setting the getty type, make sure to match the communications settings used by the terminal. For this example, the Wyse-50 uses no parity and connects at 38400 bps. The computer uses no parity and connects at 19200 bps. The third field is the type of terminal. For dial-up ports, `unknown` or `dialup` is typically used since users may dial up with practically any type of terminal or software. Since the terminal type does not change for hardwired terminals, a real terminal type from [.filename]#/etc/termcap# can be specified. For this example, the Wyse-50 uses the real terminal type while the computer running Procomm is set to emulate a VT-100. The fourth field specifies if the port should be enabled. To enable logins on this port, this field must be set to `on`. The final field is used to specify whether the port is secure. Marking a port as `secure` means that it is trusted enough to allow `root` to login from that port. Insecure ports do not allow `root` logins. On an insecure port, users must login from unprivileged accounts and then use `su` or a similar mechanism to gain superuser privileges, as described in crossref:basics[users-superuser,“The Superuser Account”]. For security reasons, it is recommended to change this setting to `insecure`. ==== After making any changes to [.filename]#/etc/ttys#, send a SIGHUP (hangup) signal to the `init` process to force it to re-read its configuration file: [source,shell] .... # kill -HUP 1 .... Since `init` is always the first process run on a system, it always has a process ID of `1`. If everything is set up correctly, all cables are in place, and the terminals are powered up, a `getty` process should now be running on each terminal and login prompts should be available on each terminal. [[term-debug]] === Troubleshooting the Connection Even with the most meticulous attention to detail, something could still go wrong while setting up a terminal. Here is a list of common symptoms and some suggested fixes. If no login prompt appears, make sure the terminal is plugged in and powered up. If it is a personal computer acting as a terminal, make sure it is running terminal emulation software on the correct serial port. Make sure the cable is connected firmly to both the terminal and the FreeBSD computer. Make sure it is the right kind of cable. Make sure the terminal and FreeBSD agree on the bps rate and parity settings. For a video display terminal, make sure the contrast and brightness controls are turned up. If it is a printing terminal, make sure paper and ink are in good supply. Use `ps` to make sure that a `getty` process is running and serving the terminal. For example, the following listing shows that a `getty` is running on the second serial port, [.filename]#ttyu1#, and is using the `std.38400` entry in [.filename]#/etc/gettytab#: [source,shell] .... # ps -axww|grep ttyu 22189 d1 Is+ 0:00.03 /usr/libexec/getty std.38400 ttyu1 .... If no `getty` process is running, make sure the port is enabled in [.filename]#/etc/ttys#. Remember to run `kill -HUP 1` after modifying [.filename]#/etc/ttys#. If the `getty` process is running but the terminal still does not display a login prompt, or if it displays a prompt but will not accept typed input, the terminal or cable may not support hardware handshaking. Try changing the entry in [.filename]#/etc/ttys# from `std.38400` to `3wire.38400`, then run `kill -HUP 1` after modifying [.filename]#/etc/ttys#. The `3wire` entry is similar to `std`, but ignores hardware handshaking. The bps may also need to be reduced or software flow control enabled when using `3wire` to prevent buffer overflows. If garbage appears instead of a login prompt, make sure the terminal and FreeBSD agree on the bps rate and parity settings. Check the `getty` processes to make sure the correct _getty_ type is in use. If not, edit [.filename]#/etc/ttys# and run `kill -HUP 1`. If characters appear doubled and the password appears when typed, switch the terminal, or the terminal emulation software, from "half duplex" or "local echo" to "full duplex." [[dialup]] == Dial-in Service Configuring a FreeBSD system for dial-in service is similar to configuring terminals, except that modems are used instead of terminal devices. FreeBSD supports both external and internal modems. External modems are more convenient because they often can be configured via parameters stored in non-volatile RAM and they usually provide lighted indicators that display the state of important RS-232 signals, indicating whether the modem is operating properly. Internal modems usually lack non-volatile RAM, so their configuration may be limited to setting DIP switches. If the internal modem has any signal indicator lights, they are difficult to view when the system's cover is in place. When using an external modem, a proper cable is needed. A standard RS-232C serial cable should suffice. FreeBSD needs the RTS and CTS signals for flow control at speeds above 2400 bps, the CD signal to detect when a call has been answered or the line has been hung up, and the DTR signal to reset the modem after a session is complete. Some cables are wired without all of the needed signals, so if a login session does not go away when the line hangs up, there may be a problem with the cable. Refer to crossref:serialcomms[term-cables-null, Serial Cables and Ports] for more information about these signals. Like other UNIX(R)-like operating systems, FreeBSD uses the hardware signals to find out when a call has been answered or a line has been hung up and to hangup and reset the modem after a call. FreeBSD avoids sending commands to the modem or watching for status reports from the modem. FreeBSD supports the NS8250, NS16450, NS16550, and NS16550A-based RS-232C (CCITT V.24) communications interfaces. The 8250 and 16450 devices have single-character buffers. The 16550 device provides a 16-character buffer, which allows for better system performance. Bugs in plain 16550 devices prevent the use of the 16-character buffer, so use 16550A devices if possible. As single-character-buffer devices require more work by the operating system than the 16-character-buffer devices, 16550A-based serial interface cards are preferred. If the system has many active serial ports or will have a heavy load, 16550A-based cards are better for low-error-rate communications. The rest of this section demonstrates how to configure a modem to receive incoming connections, how to communicate with the modem, and offers some troubleshooting tips. [[dialup-ttys]] === Modem Configuration As with terminals, `init` spawns a `getty` process for each configured serial port used for dial-in connections. When a user dials the modem's line and the modems connect, the "Carrier Detect" signal is reported by the modem. The kernel notices that the carrier has been detected and instructs `getty` to open the port and display a `login:` prompt at the specified initial line speed. In a typical configuration, if garbage characters are received, usually due to the modem's connection speed being different than the configured speed, `getty` tries adjusting the line speeds until it receives reasonable characters. After the user enters their login name, `getty` executes `login`, which completes the login process by asking for the user's password and then starting the user's shell. There are two schools of thought regarding dial-up modems. One configuration method is to set the modems and systems so that no matter at what speed a remote user dials in, the dial-in RS-232 interface runs at a locked speed. The benefit of this configuration is that the remote user always sees a system login prompt immediately. The downside is that the system does not know what a user's true data rate is, so full-screen programs like Emacs will not adjust their screen-painting methods to make their response better for slower connections. The second method is to configure the RS-232 interface to vary its speed based on the remote user's connection speed. As `getty` does not understand any particular modem's connection speed reporting, it gives a `login:` message at an initial speed and watches the characters that come back in response. If the user sees junk, they should press kbd:[Enter] until they see a recognizable prompt. If the data rates do not match, `getty` sees anything the user types as junk, tries the next speed, and gives the `login:` prompt again. This procedure normally only takes a keystroke or two before the user sees a good prompt. This login sequence does not look as clean as the locked-speed method, but a user on a low-speed connection should receive better interactive response from full-screen programs. When locking a modem's data communications rate at a particular speed, no changes to [.filename]#/etc/gettytab# should be needed. However, for a matching-speed configuration, additional entries may be required in order to define the speeds to use for the modem. This example configures a 14.4 Kbps modem with a top interface speed of 19.2 Kbps using 8-bit, no parity connections. It configures `getty` to start the communications rate for a V.32bis connection at 19.2 Kbps, then cycles through 9600 bps, 2400 bps, 1200 bps, 300 bps, and back to 19.2 Kbps. Communications rate cycling is implemented with the `nx=` (next table) capability. Each line uses a `tc=` (table continuation) entry to pick up the rest of the settings for a particular data rate. [.programlisting] .... # # Additions for a V.32bis Modem # um|V300|High Speed Modem at 300,8-bit:\ :nx=V19200:tc=std.300: un|V1200|High Speed Modem at 1200,8-bit:\ :nx=V300:tc=std.1200: uo|V2400|High Speed Modem at 2400,8-bit:\ :nx=V1200:tc=std.2400: up|V9600|High Speed Modem at 9600,8-bit:\ :nx=V2400:tc=std.9600: uq|V19200|High Speed Modem at 19200,8-bit:\ :nx=V9600:tc=std.19200: .... For a 28.8 Kbps modem, or to take advantage of compression on a 14.4 Kbps modem, use a higher communications rate, as seen in this example: [.programlisting] .... # # Additions for a V.32bis or V.34 Modem # Starting at 57.6 Kbps # vm|VH300|Very High Speed Modem at 300,8-bit:\ :nx=VH57600:tc=std.300: vn|VH1200|Very High Speed Modem at 1200,8-bit:\ :nx=VH300:tc=std.1200: vo|VH2400|Very High Speed Modem at 2400,8-bit:\ :nx=VH1200:tc=std.2400: vp|VH9600|Very High Speed Modem at 9600,8-bit:\ :nx=VH2400:tc=std.9600: vq|VH57600|Very High Speed Modem at 57600,8-bit:\ :nx=VH9600:tc=std.57600: .... For a slow CPU or a heavily loaded system without 16550A-based serial ports, this configuration may produce `uart` "silo" errors at 57.6 Kbps. The configuration of [.filename]#/etc/ttys# is similar to -crossref:serialcomms[ex-etc-ttys,.Configuring Terminal Entries], but a different argument is passed to `getty` and `dialup` is used for the terminal type. +crossref:serialcomms[ex-etc-ttys,Configuring Terminal Entries], but a different argument is passed to `getty` and `dialup` is used for the terminal type. Replace _xxx_ with the process `init` will run on the device: [.programlisting] .... ttyu0 "/usr/libexec/getty xxx" dialup on .... The `dialup` terminal type can be changed. For example, setting `vt102` as the default terminal type allows users to use VT102 emulation on their remote systems. For a locked-speed configuration, specify the speed with a valid type listed in [.filename]#/etc/gettytab#. This example is for a modem whose port speed is locked at 19.2 Kbps: [.programlisting] .... ttyu0 "/usr/libexec/getty std.19200" dialup on .... In a matching-speed configuration, the entry needs to reference the appropriate beginning "auto-baud" entry in [.filename]#/etc/gettytab#. To continue the example for a matching-speed modem that starts at 19.2 Kbps, use this entry: [.programlisting] .... ttyu0 "/usr/libexec/getty V19200" dialup on .... After editing [.filename]#/etc/ttys#, wait until the modem is properly configured and connected before signaling `init`: [source,shell] .... # kill -HUP 1 .... High-speed modems, like V.32, V.32bis, and V.34 modems, use hardware (`RTS/CTS`) flow control. Use `stty` to set the hardware flow control flag for the modem port. This example sets the `crtscts` flag on [.filename]#COM2#'s dial-in and dial-out initialization devices: [source,shell] .... # stty -f /dev/ttyu1.init crtscts # stty -f /dev/cuau1.init crtscts .... === Troubleshooting This section provides a few tips for troubleshooting a dial-up modem that will not connect to a FreeBSD system. Hook up the modem to the FreeBSD system and boot the system. If the modem has status indication lights, watch to see whether the modem's DTR indicator lights when the `login:` prompt appears on the system's console. If it lights up, that should mean that FreeBSD has started a `getty` process on the appropriate communications port and is waiting for the modem to accept a call. If the DTR indicator does not light, login to the FreeBSD system through the console and type `ps ax` to see if FreeBSD is running a `getty` process on the correct port: [source,shell] .... 114 ?? I 0:00.10 /usr/libexec/getty V19200 ttyu0 .... If the second column contains a `d0` instead of a `??` and the modem has not accepted a call yet, this means that `getty` has completed its open on the communications port. This could indicate a problem with the cabling or a misconfigured modem because `getty` should not be able to open the communications port until the carrier detect signal has been asserted by the modem. If no `getty` processes are waiting to open the port, double-check that the entry for the port is correct in [.filename]#/etc/ttys#. Also, check [.filename]#/var/log/messages# to see if there are any log messages from `init` or `getty`. Next, try dialing into the system. Be sure to use 8 bits, no parity, and 1 stop bit on the remote system. If a prompt does not appear right away, or the prompt shows garbage, try pressing kbd:[Enter] about once per second. If there is still no `login:` prompt, try sending a `BREAK`. When using a high-speed modem, try dialing again after locking the dialing modem's interface speed. If there is still no `login:` prompt, check [.filename]#/etc/gettytab# again and double-check that: * The initial capability name specified in the entry in [.filename]#/etc/ttys# matches the name of a capability in [.filename]#/etc/gettytab#. * Each `nx=` entry matches another [.filename]#gettytab# capability name. * Each `tc=` entry matches another [.filename]#gettytab# capability name. If the modem on the FreeBSD system will not answer, make sure that the modem is configured to answer the phone when DTR is asserted. If the modem seems to be configured correctly, verify that the DTR line is asserted by checking the modem's indicator lights. If it still does not work, try sending an email to the {freebsd-questions} describing the modem and the problem. [[dialout]] == Dial-out Service The following are tips for getting the host to connect over the modem to another computer. This is appropriate for establishing a terminal session with a remote host. This kind of connection can be helpful to get a file on the Internet if there are problems using PPP. If PPP is not working, use the terminal session to FTP the needed file. Then use zmodem to transfer it to the machine. [[hayes-unsupported]] === Using a Stock Hayes Modem A generic Hayes dialer is built into `tip`. Use `at=hayes` in [.filename]#/etc/remote#. The Hayes driver is not smart enough to recognize some of the advanced features of newer modems messages like `BUSY`, `NO DIALTONE`, or `CONNECT 115200`. Turn those messages off when using `tip` with `ATX0&W`. The dial timeout for `tip` is 60 seconds. The modem should use something less, or else `tip` will think there is a communication problem. Try `ATS7=45&W`. [[direct-at]] === Using `AT` Commands Create a "direct" entry in [.filename]#/etc/remote#. For example, if the modem is hooked up to the first serial port, [.filename]#/dev/cuau0#, use the following line: [.programlisting] .... cuau0:dv=/dev/cuau0:br#19200:pa=none .... Use the highest bps rate the modem supports in the `br` capability. Then, type `tip cuau0` to connect to the modem. Or, use `cu` as `root` with the following command: [source,shell] .... # cu -lline -sspeed .... _line_ is the serial port, such as [.filename]#/dev/cuau0#, and _speed_ is the speed, such as `57600`. When finished entering the AT commands, type `~.` to exit. [[gt-failure]] === The `@` Sign Does Not Work The `@` sign in the phone number capability tells `tip` to look in [.filename]#/etc/phones# for a phone number. But, the `@` sign is also a special character in capability files like [.filename]#/etc/remote#, so it needs to be escaped with a backslash: [.programlisting] .... pn=\@ .... [[dial-command-line]] === Dialing from the Command Line Put a "generic" entry in [.filename]#/etc/remote#. For example: [.programlisting] .... tip115200|Dial any phone number at 115200 bps:\ :dv=/dev/cuau0:br#115200:at=hayes:pa=none:du: tip57600|Dial any phone number at 57600 bps:\ :dv=/dev/cuau0:br#57600:at=hayes:pa=none:du: .... This should now work: [source,shell] .... # tip -115200 5551234 .... Users who prefer `cu` over `tip`, can use a generic `cu` entry: [.programlisting] .... cu115200|Use cu to dial any number at 115200bps:\ :dv=/dev/cuau1:br#57600:at=hayes:pa=none:du: .... and type: [source,shell] .... # cu 5551234 -s 115200 .... [[set-bps]] === Setting the bps Rate Put in an entry for `tip1200` or `cu1200`, but go ahead and use whatever bps rate is appropriate with the `br` capability. `tip` thinks a good default is 1200 bps which is why it looks for a `tip1200` entry. 1200 bps does not have to be used, though. [[terminal-server]] === Accessing a Number of Hosts Through a Terminal Server Rather than waiting until connected and typing `CONNECT _host_` each time, use ``tip``'s `cm` capability. For example, these entries in [.filename]#/etc/remote# will let you type `tip pain` or `tip muffin` to connect to the hosts `pain` or `muffin`, and `tip deep13` to connect to the terminal server. [.programlisting] .... pain|pain.deep13.com|Forrester's machine:\ :cm=CONNECT pain\n:tc=deep13: muffin|muffin.deep13.com|Frank's machine:\ :cm=CONNECT muffin\n:tc=deep13: deep13:Gizmonics Institute terminal server:\ :dv=/dev/cuau2:br#38400:at=hayes:du:pa=none:pn=5551234: .... [[tip-multiline]] === Using More Than One Line with `tip` This is often a problem where a university has several modem lines and several thousand students trying to use them. Make an entry in [.filename]#/etc/remote# and use `@` for the `pn` capability: [.programlisting] .... big-university:\ :pn=\@:tc=dialout dialout:\ :dv=/dev/cuau3:br#9600:at=courier:du:pa=none: .... Then, list the phone numbers in [.filename]#/etc/phones#: [.programlisting] .... big-university 5551111 big-university 5551112 big-university 5551113 big-university 5551114 .... `tip` will try each number in the listed order, then give up. To keep retrying, run `tip` in a `while` loop. [[multi-controlp]] === Using the Force Character kbd:[Ctrl+P] is the default "force" character, used to tell `tip` that the next character is literal data. The force character can be set to any other character with the `~s` escape, which means "set a variable." Type `~sforce=_single-char_` followed by a newline. _single-char_ is any single character. If _single-char_ is left out, then the force character is the null character, which is accessed by typing kbd:[Ctrl+2] or kbd:[Ctrl+Space]. A pretty good value for _single-char_ is kbd:[Shift+Ctrl+6], which is only used on some terminal servers. To change the force character, specify the following in [.filename]#~/.tiprc#: [.programlisting] .... force=single-char .... [[uppercase]] === Upper Case Characters This happens when kbd:[Ctrl+A] is pressed, which is ``tip``'s "raise character", specially designed for people with broken caps-lock keys. Use `~s` to set `raisechar` to something reasonable. It can be set to be the same as the force character, if neither feature is used. Here is a sample [.filename]#~/.tiprc# for Emacs users who need to type kbd:[Ctrl+2] and kbd:[Ctrl+A]: [.programlisting] .... force=^^ raisechar=^^ .... The `^^` is kbd:[Shift+Ctrl+6]. [[tip-filetransfer]] === File Transfers with `tip` When talking to another UNIX(R)-like operating system, files can be sent and received using `~p` (put) and `~t` (take). These commands run `cat` and `echo` on the remote system to accept and send files. The syntax is: `~p` local-file [ remote-file ] `~t` remote-file [ local-file ] There is no error checking, so another protocol, like zmodem, should probably be used. [[zmodem-tip]] === Using zmodem with `tip`? To receive files, start the sending program on the remote end. Then, type `~C rz` to begin receiving them locally. To send files, start the receiving program on the remote end. Then, type `~C sz _files_` to send them to the remote system. [[serialconsole-setup]] == Setting Up the Serial Console FreeBSD has the ability to boot a system with a dumb terminal on a serial port as a console. This configuration is useful for system administrators who wish to install FreeBSD on machines that have no keyboard or monitor attached, and developers who want to debug the kernel or device drivers. As described in crossref:boot[boot,The FreeBSD Booting Process], FreeBSD employs a three stage bootstrap. The first two stages are in the boot block code which is stored at the beginning of the FreeBSD slice on the boot disk. The boot block then loads and runs the boot loader as the third stage code. In order to set up booting from a serial console, the boot block code, the boot loader code, and the kernel need to be configured. [[serialconsole-howto-fast]] === Quick Serial Console Configuration This section provides a fast overview of setting up the serial console. This procedure can be used when the dumb terminal is connected to [.filename]#COM1#. [.procedure] .Procedure: Configuring a Serial Console on [.filename]#COM1# . Connect the serial cable to [.filename]#COM1# and the controlling terminal. . To configure boot messages to display on the serial console, issue the following command as the superuser: + [source,shell] .... # echo 'console="comconsole"' >> /boot/loader.conf .... . Edit [.filename]#/etc/ttys# and change `off` to `on` and `dialup` to `vt100` for the [.filename]#ttyu0# entry. Otherwise, a password will not be required to connect via the serial console, resulting in a potential security hole. . Reboot the system to see if the changes took effect. If a different configuration is required, see the next section for a more in-depth configuration explanation. [[serialconsole-howto]] === In-Depth Serial Console Configuration This section provides a more detailed explanation of the steps needed to setup a serial console in FreeBSD. [.procedure] .Procedure: Configuring a Serial Console . Prepare a serial cable. + Use either a null-modem cable or a standard serial cable and a null-modem adapter. See crossref:serialcomms[term-cables-null, Serial Cables and Ports] for a discussion on serial cables. . Unplug the keyboard. + Many systems probe for the keyboard during the Power-On Self-Test (POST) and will generate an error if the keyboard is not detected. Some machines will refuse to boot until the keyboard is plugged in. + If the computer complains about the error, but boots anyway, no further configuration is needed. + If the computer refuses to boot without a keyboard attached, configure the BIOS so that it ignores this error. Consult the motherboard's manual for details on how to do this. + [TIP] ==== Try setting the keyboard to "Not installed" in the BIOS. This setting tells the BIOS not to probe for a keyboard at power-on so it should not complain if the keyboard is absent. If that option is not present in the BIOS, look for an "Halt on Error" option instead. Setting this to "All but Keyboard" or to "No Errors" will have the same effect. ==== + If the system has a PS/2(R) mouse, unplug it as well. PS/2(R) mice share some hardware with the keyboard and leaving the mouse plugged in can fool the keyboard probe into thinking the keyboard is still there. + [NOTE] ==== While most systems will boot without a keyboard, quite a few will not boot without a graphics adapter. Some systems can be configured to boot with no graphics adapter by changing the "graphics adapter" setting in the BIOS configuration to "Not installed". Other systems do not support this option and will refuse to boot if there is no display hardware in the system. With these machines, leave some kind of graphics card plugged in, even if it is just a junky mono board. A monitor does not need to be attached. ==== . Plug a dumb terminal, an old computer with a modem program, or the serial port on another UNIX(R) box into the serial port. . Add the appropriate `hint.uart.*` entries to [.filename]#/boot/device.hints# for the serial port. Some multi-port cards also require kernel configuration options. Refer to man:uart[4] for the required options and device hints for each supported serial port. . Create [.filename]#boot.config# in the root directory of the `a` partition on the boot drive. + This file instructs the boot block code how to boot the system. In order to activate the serial console, one or more of the following options are needed. When using multiple options, include them all on the same line: + `-h`::: Toggles between the internal and serial consoles. Use this to switch console devices. For instance, to boot from the internal (video) console, use `-h` to direct the boot loader and the kernel to use the serial port as its console device. Alternatively, to boot from the serial port, use `-h` to tell the boot loader and the kernel to use the video display as the console instead. `-D`::: Toggles between the single and dual console configurations. In the single configuration, the console will be either the internal console (video display) or the serial port, depending on the state of `-h`. In the dual console configuration, both the video display and the serial port will become the console at the same time, regardless of the state of `-h`. However, the dual console configuration takes effect only while the boot block is running. Once the boot loader gets control, the console specified by `-h` becomes the only console. `-P`::: Makes the boot block probe the keyboard. If no keyboard is found, the `-D` and `-h` options are automatically set. + [NOTE] ==== Due to space constraints in the current version of the boot blocks, `-P` is capable of detecting extended keyboards only. Keyboards with less than 101 keys and without F11 and F12 keys may not be detected. Keyboards on some laptops may not be properly found because of this limitation. If this is the case, do not use `-P`. ==== + Use either `-P` to select the console automatically or `-h` to activate the serial console. Refer to man:boot[8] and man:boot.config[5] for more details. + The options, except for `-P`, are passed to the boot loader. The boot loader will determine whether the internal video or the serial port should become the console by examining the state of `-h`. This means that if `-D` is specified but `-h` is not specified in [.filename]#/boot.config#, the serial port can be used as the console only during the boot block as the boot loader will use the internal video display as the console. . Boot the machine. + When FreeBSD starts, the boot blocks echo the contents of [.filename]#/boot.config# to the console. For example: + [source,shell] .... /boot.config: -P Keyboard: no .... + The second line appears only if `-P` is in [.filename]#/boot.config# and indicates the presence or absence of the keyboard. These messages go to either the serial or internal console, or both, depending on the option in [.filename]#/boot.config#: + [.informaltable] [cols="1,1", frame="none", options="header"] |=== <| Options <| Message goes to |none |internal console |`-h` |serial console |`-D` |serial and internal consoles |`-Dh` |serial and internal consoles |`-P`, keyboard present |internal console |`-P`, keyboard absent |serial console |=== + After the message, there will be a small pause before the boot blocks continue loading the boot loader and before any further messages are printed to the console. Under normal circumstances, there is no need to interrupt the boot blocks, but one can do so in order to make sure things are set up correctly. + Press any key, other than kbd:[Enter], at the console to interrupt the boot process. The boot blocks will then prompt for further action: + [source,shell] .... >> FreeBSD/i386 BOOT Default: 0:ad(0,a)/boot/loader boot: .... + Verify that the above message appears on either the serial or internal console, or both, according to the options in [.filename]#/boot.config#. If the message appears in the correct console, press kbd:[Enter] to continue the boot process. + If there is no prompt on the serial terminal, something is wrong with the settings. Enter `-h` then kbd:[Enter] or kbd:[Return] to tell the boot block (and then the boot loader and the kernel) to choose the serial port for the console. Once the system is up, go back and check what went wrong. During the third stage of the boot process, one can still switch between the internal console and the serial console by setting appropriate environment variables in the boot loader. See man:loader[8] for more information. [NOTE] ==== This line in [.filename]#/boot/loader.conf# or [.filename]#/boot/loader.conf.local# configures the boot loader and the kernel to send their boot messages to the serial console, regardless of the options in [.filename]#/boot.config#: [.programlisting] .... console="comconsole" .... That line should be the first line of [.filename]#/boot/loader.conf# so that boot messages are displayed on the serial console as early as possible. If that line does not exist, or if it is set to `console="vidconsole"`, the boot loader and the kernel will use whichever console is indicated by `-h` in the boot block. See man:loader.conf[5] for more information. At the moment, the boot loader has no option equivalent to `-P` in the boot block, and there is no provision to automatically select the internal console and the serial console based on the presence of the keyboard. ==== [TIP] ==== While it is not required, it is possible to provide a `login` prompt over the serial line. To configure this, edit the entry for the serial port in [.filename]#/etc/ttys# using the instructions in crossref:serialcomms[term-config, Terminal Configuration]. If the speed of the serial port has been changed, change `std.115200` to match the new setting. ==== === Setting a Faster Serial Port Speed By default, the serial port settings are 115200 baud, 8 bits, no parity, and 1 stop bit. To change the default console speed, use one of the following options: * Edit [.filename]#/etc/make.conf# and set `BOOT_COMCONSOLE_SPEED` to the new console speed. Then, recompile and install the boot blocks and the boot loader: + [source,shell] .... # cd /sys/boot # make clean # make # make install .... + If the serial console is configured in some other way than by booting with `-h`, or if the serial console used by the kernel is different from the one used by the boot blocks, add the following option, with the desired speed, to a custom kernel configuration file and compile a new kernel: + [.programlisting] .... options CONSPEED=19200 .... * Add the `-S__19200__` boot option to [.filename]#/boot.config#, replacing `_19200_` with the speed to use. * Add the following options to [.filename]#/boot/loader.conf#. Replace `_115200_` with the speed to use. + [.programlisting] .... boot_multicons="YES" boot_serial="YES" comconsole_speed="115200" console="comconsole,vidconsole" .... [[serialconsole-ddb]] === Entering the DDB Debugger from the Serial Line To configure the ability to drop into the kernel debugger from the serial console, add the following options to a custom kernel configuration file and compile the kernel using the instructions in crossref:kernelconfig[kernelconfig,Configuring the FreeBSD Kernel]. Note that while this is useful for remote diagnostics, it is also dangerous if a spurious BREAK is generated on the serial port. Refer to man:ddb[4] and man:ddb[8] for more information about the kernel debugger. [.programlisting] .... options BREAK_TO_DEBUGGER options DDB .... diff --git a/documentation/content/en/books/porters-handbook/flavors/_index.adoc b/documentation/content/en/books/porters-handbook/flavors/_index.adoc index 88245b8966..b54615509f 100644 --- a/documentation/content/en/books/porters-handbook/flavors/_index.adoc +++ b/documentation/content/en/books/porters-handbook/flavors/_index.adoc @@ -1,380 +1,380 @@ --- title: Chapter 7. Flavors prev: books/porters-handbook/special next: books/porters-handbook/plist description: Flavors are a way to have multiple variations of a port tags: ["Ports", "Flavors", "introduction", "how-to", "guide"] showBookMenu: true weight: 7 path: "/books/porters-handbook/flavors/" --- [[flavors]] = Flavors :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 7 :partnums: :source-highlighter: rouge :experimental: :images-path: books/porters-handbook/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[flavors-intro]] == An Introduction to Flavors Flavors are a way to have multiple variations of a port. The port is built multiple times, with variations. For example, a port can have a normal version with many features and quite a few dependencies, and a light "lite" version with only basic features and minimal dependencies. Another example could be, a port can have a GTK flavor and a QT flavor, depending on which toolkit it uses. [[flavors-using]] == Using FLAVORS To declare a port having multiple flavors, add `FLAVORS` to its [.filename]#Makefile#. The first flavor in `FLAVORS` is the default flavor. [TIP] ==== It can help simplify the logic of the [.filename]#Makefile# to also define `FLAVOR` as: [.programlisting] .... FLAVOR?= ${FLAVORS:[1]} .... ==== [IMPORTANT] ==== To distinguish flavors from options, which are always uppercase letters, flavor names can _only_ contain lowercase letters, numbers, and the underscore `_`. ==== [[flavors-using-ex1]] .Basic Flavors Usage [example] ==== If a port has a "lite" slave port, the slave port can be removed, and the port can be converted to flavors with: [.programlisting] .... FLAVORS= default lite lite_PKGNAMESUFFIX= -lite [...] .if ${FLAVOR:U} != lite [enable non lite features] .endif .... ==== [[flavors-using-ex2]] .Another Basic Flavors Usage [example] ==== If a port has a `-nox11` slave port, the slave port can be removed, and the port can be converted to flavors with: [.programlisting] .... FLAVORS= x11 nox11 FLAVOR?= ${FLAVORS:[1]} nox11_PKGNAMESUFFIX= -nox11 [...] .if ${FLAVOR} == x11 [enable x11 features] .endif .... ==== [[flavors-using-ex3]] .More Complex Flavors Usage [example] ==== Here is a slightly edited excerpt of what is present in package:devel/libpeas[], -a port that uses the crosref:flavors[flavors-auto-python,Python flavors]. +a port that uses the crossref:flavors[flavors-auto-python,Python flavors]. With the default Python 2 and 3 versions being 2.7 and 3.6, it will automatically get `FLAVORS=py27 py36` [.programlisting] .... USES= gnome python USE_PYTHON= flavors .if ${FLAVOR:Upy27:Mpy2*} USE_GNOME= pygobject3 CONFIGURE_ARGS+= --enable-python2 --disable-python3 BUILD_WRKSRC= ${WRKSRC}/loaders/python INSTALL_WRKSRC= ${WRKSRC}/loaders/python .else # py3* USE_GNOME+= py3gobject3 CONFIGURE_ARGS+= --disable-python2 --enable-python3 \ ac_cv_path_PYTHON3_CONFIG=${LOCALBASE}/bin/python${PYTHON_VER}-config BUILD_WRKSRC= ${WRKSRC}/loaders/python3 INSTALL_WRKSRC= ${WRKSRC}/loaders/python3 .endif py34_PLIST= ${.CURDIR}/pkg-plist-py3 py35_PLIST= ${.CURDIR}/pkg-plist-py3 py36_PLIST= ${.CURDIR}/pkg-plist-py3 .... This port does not use `USE_PYTHON=distutils` but needs Python flavors anyway. To guard against `FLAVOR` being empty, which would cause a man:make[1] error, use `${FLAVOR:U}` in string comparisons instead of `${FLAVOR}`. The Gnome Python gobject3 bindings have two different names, one for Python 2, pygobject3 and one for Python 3, py3gobject3. The `configure` script has to run in [.filename]#${WRKSRC}#, but we are only interested in building and installing the Python 2 or Python 3 parts of the software, so set the build and install base directories appropriately. Hint about the correct Python 3 config script path name. The packing list is different when the built with Python 3. As there are three possible Python 3 versions, set `PLIST` for all three using the -crosref:flavors[flavors-using-helpers,helper]. +crossref:flavors[flavors-using-helpers,helper]. ==== [[flavors-using-helpers]] === Flavors Helpers To make the [.filename]#Makefile# easier to write, a few flavors helpers exist. This list of helpers will set their variable: * `__flavor___PKGNAMEPREFIX` * `__flavor___PKGNAMESUFFIX` * `__flavor___PLIST` * `__flavor___DESCR` This list of helpers will append to their variable: * `__flavor___CONFLICTS` * `__flavor___CONFLICTS_BUILD` * `__flavor___CONFLICTS_INSTALL` * `__flavor___PKG_DEPENDS` * `__flavor___EXTRACT_DEPENDS` * `__flavor___PATCH_DEPENDS` * `__flavor___FETCH_DEPENDS` * `__flavor___BUILD_DEPENDS` * `__flavor___LIB_DEPENDS` * `__flavor___RUN_DEPENDS` * `__flavor___TEST_DEPENDS` [[flavors-helpers-ex1]] .Flavor Specific `PKGNAME` [example] ==== As all packages must have a different package name, flavors must change theirs, using `__flavor___PKGNAMEPREFIX` and `__flavor___PKGNAMESUFFIX` makes this easy: [.programlisting] .... FLAVORS= normal lite lite_PKGNAMESUFFIX= -lite .... ==== [[flavors-auto-php]] == `USES=php` and Flavors When using crossref:uses[uses-php,`php`] with one of these arguments, `phpize`, `ext`, `zend`, or `pecl`, the port will automatically have `FLAVORS` filled in with the PHP versions it supports. [[flavors-auto-php-ex1]] .Simple `USES=php` Extension [example] ==== This will generate package for all the supported versions: [.programlisting] .... PORTNAME= some-ext PORTVERSION= 0.0.1 PKGNAMEPREFIX= ${PHP_PKGNAMEPREFIX} USES= php:ext .... This will generate package for all the supported versions but 7.2: [.programlisting] .... PORTNAME= some-ext PORTVERSION= 0.0.1 PKGNAMEPREFIX= ${PHP_PKGNAMEPREFIX} USES= php:ext IGNORE_WITH_PHP= 72 .... ==== [[flavors-auto-php-app]] === PHP Flavors with PHP Applications PHP applications can also be flavorized. This allows generating packages for all PHP versions, so that users can use them with whatever version they need on their servers. [IMPORTANT] ==== PHP applications that are flavorized _must_ append `PHP_PKGNAMESUFFIX` to their package names. ==== [[flavors-auto-php-app-ex1]] .Flavorizing a PHP Application [example] ==== Adding Flavors support to a PHP application is straightforward: [.programlisting] .... PKGNAMESUFFIX= ${PHP_PKGNAMESUFFIX} USES= php:flavors .... ==== [TIP] ==== When adding a dependency on a PHP flavored port, use `@${PHP_FLAVOR}`. _Never_ use `FLAVOR` directly. ==== [[flavors-auto-python]] == `USES=python` and Flavors When using crossref:uses[uses-python,`python`] and `USE_PYTHON=distutils`, the port will automatically have `FLAVORS` filled in with the Python versions it supports. [[flavors-auto-python-ex1]] .Simple `USES=python` [example] ==== Supposing the current Python supported versions are 2.7, 3.4, 3.5, and 3.6, and the default Python 2 and 3 versions are 2.7 and 3.6, a port with: [.programlisting] .... USES= python USE_PYTHON= distutils .... Will get these flavors: `py27`, and `py36`. [.programlisting] .... USES= python USE_PYTHON= distutils allflavors .... Will get these flavors: `py27`, `py34`, `py35` and `py36`. ==== [[flavors-auto-python-ex2]] .`USES=python` with Version Requirements [example] ==== Supposing the current Python supported versions are 2.7, 3.4, 3.5, and 3.6, and the default Python 2 and 3 versions are 2.7 and 3.6, a port with: [.programlisting] .... USES= python:-3.5 USE_PYTHON= distutils .... Will get this flavor: `py27`. [.programlisting] .... USES= python:-3.5 USE_PYTHON= distutils allflavors .... Will get these flavors: `py27`, `py34`, and `py35`. [.programlisting] .... USES= python:3.4+ USE_PYTHON= distutils .... Will get this flavor: `py36`. [.programlisting] .... USES= python:3.4+ USE_PYTHON= distutils allflavors .... Will get these flavors: `py34`, `py35`, and `py36`. ==== `PY_FLAVOR` is available to depend on the correct version of Python modules. All dependencies on flavored Python ports should use `PY_FLAVOR`, and not `FLAVOR` directly.. [[flavors-auto-python-ex3]] .For a Port Not Using `distutils` [example] ==== If the default Python 3 version is 3.6, the following will set `PY_FLAVOR` to `py36`: [.programlisting] .... RUN_DEPENDS= ${PYTHON_PKGNAMEPREFIX}mutagen>0:audio/py-mutagen@${PY_FLAVOR} USES= python:3.5+ .... ==== [[flavors-auto-lua]] == `USES=lua` and Flavors When using crossref:uses[uses-lua,`lua:module`] or crossref:uses[uses-lua,`lua:flavors`], the port will automatically have `FLAVORS` filled in with the Lua versions it supports. However, it is not expected that ordinary applications (rather than Lua modules) should use this feature; most applications that embed or otherwise use Lua should simply use `USES=lua`. `LUA_FLAVOR` is available (and must be used) to depend on the correct version of dependencies regardless of whether the port used the `flavors` or `module` parameters. See crossref:special[using-lua,Using Lua] for further information. [[flavors-auto-guile]] == `USES=guile` and Flavors When using crossref:uses[uses-guile,`guile:flavors`], the port will automatically have `FLAVORS` filled in with the Guile versions it supports. However, it is not expected that ordinary applications should use this feature; it is primarily intended for use by libraries and extensions, such as `guile-lib` or `guile-cairo`. `GUILE_FLAVOR` is available (and must be used) to depend on the correct version of flavored dependencies regardless of whether the port used the `flavors` parameter or not. See crossref:special[using-guile,Using Guile] for further information. diff --git a/documentation/content/en/books/porters-handbook/makefiles/_index.adoc b/documentation/content/en/books/porters-handbook/makefiles/_index.adoc index 2759aa7d32..e94fd4091a 100644 --- a/documentation/content/en/books/porters-handbook/makefiles/_index.adoc +++ b/documentation/content/en/books/porters-handbook/makefiles/_index.adoc @@ -1,5443 +1,5443 @@ --- title: Chapter 5. Configuring the Makefile prev: books/porters-handbook/slow-porting next: books/porters-handbook/special description: Configuring the Makefile for FreeBSD Ports tags: ["makefiles", "configuring", "naming", "versions"] showBookMenu: true weight: 5 path: "/books/porters-handbook/makefiles/" --- [[makefiles]] = Configuring the Makefile :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 5 :partnums: :source-highlighter: rouge :experimental: :g-plus-plus: g++ :images-path: books/porters-handbook/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] Configuring the [.filename]#Makefile# is pretty simple, and again we suggest looking at existing examples before starting. Also, there is a crossref:porting-samplem[porting-samplem,sample Makefile] in this handbook, so take a look and please follow the ordering of variables and sections in that template to make the port easier for others to read. Consider these problems in sequence during the design of the new [.filename]#Makefile#: [[makefile-source]] == The Original Source Does it live in `DISTDIR` as a standard ``gzip``ped tarball named something like [.filename]#foozolix-1.2.tar.gz#? If so, go on to the next step. If not, the distribution file format might require overriding one or more of `DISTVERSION`, `DISTNAME`, `EXTRACT_CMD`, `EXTRACT_BEFORE_ARGS`, `EXTRACT_AFTER_ARGS`, `EXTRACT_SUFX`, or `DISTFILES`. In the worst case, create a custom `do-extract` target to override the default. This is rarely, if ever, necessary. [[makefile-naming]] == Naming The first part of the port's [.filename]#Makefile# names the port, describes its version number, and lists it in the correct category. [[makefile-portname]] === `PORTNAME` Set `PORTNAME` to the base name of the software. It is used as the base for the FreeBSD package, and for crossref:makefiles[makefile-distname,`DISTNAME`]. [IMPORTANT] ==== The package name must be unique across the entire ports tree. Make sure that the `PORTNAME` is not already in use by an existing port, and that no other port already has the same `PKGBASE`. If the name has already been used, add either crossref:makefiles[porting-pkgnameprefix-suffix,`PKGNAMEPREFIX` or `PKGNAMESUFFIX`]. ==== [[makefile-versions]] === Versions, `DISTVERSION` _or_ `PORTVERSION` Set `DISTVERSION` to the version number of the software. `PORTVERSION` is the version used for the FreeBSD package. It will be automatically derived from `DISTVERSION` to be compatible with FreeBSD's package versioning scheme. If the version contains _letters_, it might be needed to set `PORTVERSION` and not `DISTVERSION`. [IMPORTANT] ==== Only one of `PORTVERSION` and `DISTVERSION` can be set at a time. ==== From time to time, some software will use a version scheme that is not compatible with how `DISTVERSION` translates in `PORTVERSION`. [TIP] ==== When updating a port, it is possible to use man:pkg-version[8]'s `-t` argument to check if the new version is greater or lesser than before. -See crossref:makefiles[makefile-versions-ex-pkg-version]. +See crossref:makefiles[makefile-versions-ex-pkg-version, Using man:pkg-version\[8\] to Compare Versions]. ==== [[makefile-versions-ex-pkg-version]] .Using man:pkg-version[8] to Compare Versions [example] ==== `pkg version -t` takes two versions as arguments, it will respond with `<`, `=` or `>` if the first version is less, equal, or more than the second version, respectively. [source,shell] .... % pkg version -t 1.2 1.3 < <.> % pkg version -t 1.2 1.2 = <.> % pkg version -t 1.2 1.2.0 = <.> % pkg version -t 1.2 1.2.p1 > <.> % pkg version -t 1.2.a1 1.2.b1 < <.> % pkg version -t 1.2 1.2p1 < <.> .... <.> `1.2` is before `1.3`. <.> `1.2` and `1.2` are equal as they have the same version. <.> `1.2` and `1.2.0` are equal as nothing equals zero. <.> `1.2` is after `1.2.p1` as `.p1`, think "pre-release 1". <.> `1.2.a1` is before `1.2.b1`, think "alpha" and "beta", and `a` is before `b`. <.> `1.2` is before `1.2p1` as `2p1`, think "2, patch level 1" which is a version after any `2.X` but before `3`. [NOTE] **** In here, the `a`, `b`, and `p` are used as if meaning "alpha", "beta" or "pre-release" and "patch level", but they are only letters and are sorted alphabetically, so any letter can be used, and they will be sorted appropriately. **** ==== .Examples of `DISTVERSION` and the Derived `PORTVERSION` [cols="10%,90%", frame="none", options="header"] |=== | DISTVERSION | PORTVERSION |0.7.1d |0.7.1.d |10Alpha3 |10.a3 |3Beta7-pre2 |3.b7.p2 |8:f_17 |8f.17 |=== [[makefile-versions-ex1]] .Using `DISTVERSION` [example] ==== When the version only contains numbers separated by dots, dashes or underscores, use `DISTVERSION`. [.programlisting] .... PORTNAME= nekoto DISTVERSION= 1.2-4 .... It will generate a `PORTVERSION` of `1.2.4`. ==== [[makefile-versions-ex2]] .Using `DISTVERSION` When the Version Starts with a Letter or a Prefix [example] ==== When the version starts or ends with a letter, or a prefix or a suffix that is not part of the version, use `DISTVERSIONPREFIX`, `DISTVERSION`, and `DISTVERSIONSUFFIX`. If the version is `v1.2-4`: [.programlisting] .... PORTNAME= nekoto DISTVERSIONPREFIX= v DISTVERSION= 1_2_4 .... Some of the time, projects using GitHub will use their name in their versions. For example, the version could be `nekoto-1.2-4`: [.programlisting] .... PORTNAME= nekoto DISTVERSIONPREFIX= nekoto- DISTVERSION= 1.2_4 .... Those projects also sometimes use some string at the end of the version, for example, `1.2-4_RELEASE`: [.programlisting] .... PORTNAME= nekoto DISTVERSION= 1.2-4 DISTVERSIONSUFFIX= _RELEASE .... Or they do both, for example, `nekoto-1.2-4_RELEASE`: [.programlisting] .... PORTNAME= nekoto DISTVERSIONPREFIX= nekoto- DISTVERSION= 1.2-4 DISTVERSIONSUFFIX= _RELEASE .... `DISTVERSIONPREFIX` and `DISTVERSIONSUFFIX` will not be used while constructing `PORTVERSION`, but only used in `DISTNAME`. All will generate a `PORTVERSION` of `1.2.4`. ==== [[makefile-versions-ex3]] .Using `DISTVERSION` When the Version Contains Letters Meaning "alpha", "beta", or "pre-release" [example] ==== When the version contains numbers separated by dots, dashes or underscores, and letters are used to mean "alpha", "beta" or "pre-release", which is, before the version without the letters, use `DISTVERSION`. [.programlisting] .... PORTNAME= nekoto DISTVERSION= 1.2-pre4 .... [.programlisting] .... PORTNAME= nekoto DISTVERSION= 1.2p4 .... Both will generate a `PORTVERSION` of `1.2.p4` which is before than 1.2. man:pkg-version[8] can be used to check that fact: [source,shell] .... % pkg version -t 1.2.p4 1.2 < .... ==== [[makefile-versions-ex4]] .Not Using `DISTVERSION` When the Version Contains Letters Meaning "Patch Level" [example] ==== When the version contains letters that are not meant as "alpha", "beta", or "pre", but more in a "patch level", and meaning after the version without the letters, use `PORTVERSION`. [.programlisting] .... PORTNAME= nekoto PORTVERSION= 1.2p4 .... In this case, using `DISTVERSION` is not possible because it would generate a version of `1.2.p4` which would be before `1.2` and not after. man:pkg-version[8] will verify this: [source,shell] .... % pkg version -t 1.2 1.2.p4 > <.> % pkg version -t 1.2 1.2p4 < <.> .... <.> `1.2` is after `1.2.p4`, which is _wrong_ in this case. <.> `1.2` is before `1.2p4`, which is what was needed. ==== For some more advanced examples of setting `PORTVERSION`, when the software's versioning is really not compatible with FreeBSD's, or `DISTNAME` when the distribution file does not contain the version itself, see crossref:makefiles[makefile-distname, `DISTNAME`]. [[makefile-naming-revepoch]] === `PORTREVISION` and `PORTEPOCH` [[makefile-portrevision]] ==== `PORTREVISION` `PORTREVISION` is a monotonically increasing value which is reset to 0 with every increase of `DISTVERSION`, typically every time there is a new official vendor release. If `PORTREVISION` is non-zero, the value is appended to the package name. Changes to `PORTREVISION` are used by automated tools like man:pkg-version[8] to determine that a new package is available. `PORTREVISION` must be increased each time a change is made to the port that changes the generated package in any way. That includes changes that only affect a package built with non-default crossref:makefiles[makefile-options,options]. Examples of when `PORTREVISION` must be bumped: * Addition of patches to correct security vulnerabilities, bugs, or to add new functionality to the port. * Changes to the port [.filename]#Makefile# to enable or disable compile-time options in the package. * Changes in the packing list or the install-time behavior of the package. For example, a change to a script which generates initial data for the package, like man:ssh[1] 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. For example, changes to the distfile requiring a correction to [.filename]#distinfo# with no corresponding change to `DISTVERSION`, where a `diff -ru` of the old and new versions shows non-trivial changes to the code. * Changes to `MAINTAINER`. 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 have to 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 the package was not previously buildable then there is no need to increase `PORTREVISION` to mark a change. A rule of thumb is to decide whether a change committed to a port is something which _some_ people would benefit from having. Either because of an enhancement, fix, or by virtue that the new package will actually work at all. Then weigh that against that fact that it will cause everyone who regularly updates their ports tree to be compelled to update. If yes, `PORTREVISION` must be bumped. [NOTE] ==== People using binary packages will _never_ see the update if `PORTREVISION` is not bumped. Without increasing `PORTREVISION`, the package builders have no way to detect the change and thus, will not rebuild the package. ==== [[makefile-portepoch]] ==== `PORTEPOCH` 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). [TIP] ==== The results of version number comparisons are not always obvious. `pkg version` (see man:pkg-version[8]) can be used to test the comparison of two version number strings. For example: [source,shell] .... % pkg version -t 0.031 0.29 > .... The `>` output indicates that version 0.031 is considered greater than version 0.29, which may not have been obvious to the porter. ==== In situations such as this, `PORTEPOCH` must be increased. If `PORTEPOCH` is nonzero it is appended to the package name as described in section 0 above. `PORTEPOCH` must never be decreased or reset to zero, because that would cause comparison to a package from an earlier epoch to fail. For example, the package would not be detected as out of date. The new version number, `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. Dropping or resetting `PORTEPOCH` incorrectly leads to no end of grief. If the discussion above was not clear enough, please consult the {freebsd-ports}. It is expected that `PORTEPOCH` will not be used for the majority of ports, and that sensible use of `DISTVERSION`, or that use `PORTVERSION` carefully, can often preempt it becoming necessary if a future release of the software changes 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`, do not use `20000917` for `DISTVERSION`. The correct way is a `DISTVERSION` of `1.2.20000917`, or similar, so that the succeeding release, say `1.3`, is still a numerically greater value. [[makefile-portrevision-example]] ==== Example of `PORTREVISION` and `PORTEPOCH` Usage The `gtkmumble` port, version `0.10`, is committed to the ports collection: [.programlisting] .... PORTNAME= gtkmumble DISTVERSION= 0.10 .... `PKGNAME` becomes `gtkmumble-0.10`. A security hole is discovered which requires a local FreeBSD patch. `PORTREVISION` is bumped accordingly. [.programlisting] .... PORTNAME= gtkmumble DISTVERSION= 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`, `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 [.filename]#Makefile#). [.programlisting] .... PORTNAME= gtkmumble DISTVERSION= 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: [.programlisting] .... PORTNAME= gtkmumble DISTVERSION= 0.3 PORTEPOCH= 1 .... `PKGNAME` becomes `gtkmumble-0.3,1` [NOTE] ==== 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`. Remember, this is the whole point of `PORTEPOCH` in the first place. ==== [[porting-pkgnameprefix-suffix]] === `PKGNAMEPREFIX` and `PKGNAMESUFFIX` 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 crossref:makefiles[porting-pkgname,guidelines for a good package name]. In particular, the use of a hyphen (`-`) in `PORTVERSION` is _not_ allowed. Also, if the package name has the _language-_ or the _-compiled.specifics_ part (see below), use `PKGNAMEPREFIX` and `PKGNAMESUFFIX`, respectively. Do not make them part of `PORTNAME`. [[porting-pkgname]] === Package Naming Conventions These are the conventions to follow when naming packages. This is to make the package directory easy to scan, as there are already thousands of packages and users are going to turn away if they hurt their eyes! Package names take the form of [.filename]#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. [[porting-pkgname-language]] [.filename]#language_region-#:: FreeBSD strives to support the native language of its users. The _language-_ part is a two letter abbreviation of the natural language defined by ISO-639 when 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 is set in `PKGNAMEPREFIX`. [[porting-pkgname-name]] [.filename]#name#:: Make sure that the port's name and version are clearly separated and placed into `PORTNAME` and `DISTVERSION`. The only reason for `PORTNAME` to contain a version part is if the upstream distribution is really named that way, as in the package:textproc/libxml2[] or package:japanese/kinput2-freewnn[] ports. Otherwise, `PORTNAME` cannot contain any version-specific information. It is quite normal for several ports to have the same `PORTNAME`, as the package:www/apache*[] ports do; in that case, different versions (and different index entries) are distinguished by `PKGNAMEPREFIX` and `PKGNAMESUFFIX` values. + 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`. [[porting-pkgname-compiled-specifics]] [.filename]#-compiled.specifics#:: If the port can be built with different crossref:makefiles[makefile-masterdir,hardcoded defaults] (usually part of the directory name in a family of ports), the _-compiled.specifics_ part states the compiled-in defaults. The hyphen is optional. Examples are paper size and font units. + The _-compiled.specifics_ part is set in `PKGNAMESUFFIX`. [[porting-pkgname-version-numbers]] [.filename]#-version.numbers#:: The version string follows a dash (`-`) and is 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 follow the single alphabet without an extra period between them (for example, `1.0b2`). + 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 `d__yyyy.mm.dd__` format, not `_dd.mm.yyyy_` or the non-Y2K compliant `_yy.mm.dd_` format. It is important to prefix the version with a letter, here `d` (for date), in case a release with an actual version number is made, which would be numerically less than `_yyyy_`. [IMPORTANT] ==== Package name must be unique among all of the ports tree, check that there is not already a port with the same `PORTNAME` and if there is add one of crossref:makefiles[porting-pkgnameprefix-suffix,`PKGNAMEPREFIX` or `PKGNAMESUFFIX`]. ==== Here are some (real) examples on how to convert the name as called by the software authors to a suitable package name, for each line, only one of `DISTVERSION` or `PORTVERSION` is set in, depending on which would be used in the port's [.filename]#Makefile#: .Package Naming Examples [cols="1,1,1,1,1,1,1", frame="none", options="header"] |=== | Distribution Name | PKGNAMEPREFIX | PORTNAME | PKGNAMESUFFIX | DISTVERSION | PORTVERSION | Reason or comment |mule-2.2.2 |(empty) |mule |(empty) |2.2.2 | |No changes required |mule-1.0.1 |(empty) |mule |1 |1.0.1 | |This is version 1 of mule, and version 2 already exists |EmiClock-1.0.2 |(empty) |emiclock |(empty) |1.0.2 | |No uppercase names for single programs |rdist-1.3alpha |(empty) |rdist |(empty) |1.3alpha | |Version will be `1.3.a` |es-0.9-beta1 |(empty) |es |(empty) |0.9-beta1 | |Version will be `0.9.b1` |mailman-2.0rc3 |(empty) |mailman |(empty) |2.0rc3 | |Version will be `2.0.r3` |v3.3beta021.src |(empty) |tiff |(empty) | |3.3 |What the heck was that anyway? |tvtwm |(empty) |tvtwm |(empty) | |p11 |No version in the filename, use what upstream says it is |piewm |(empty) |piewm |(empty) |1.0 | |No version in the filename, use what upstream says it is |xvgr-2.10pl1 |(empty) |xvgr |(empty) | |2.10.pl1 |In that case, `pl1` means patch level, so using DISTVERSION is not possible. |gawk-2.15.6 |ja- |gawk |(empty) |2.15.6 | |Japanese language version |psutils-1.13 |(empty) |psutils |-letter |1.13 | |Paper size 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 the source file was released on (`d__yyyy.mm.dd__`, or `d__yyyymmdd__`) as the version. [TIP] ==== Use any letter. Here, `d` here stands for date, if the source is a Git repository, `g` followed by the commit date is commonly used, using `s` for snapshot is also common. ==== [[makefile-categories]] == Categorization [[makefile-categories-definition]] === `CATEGORIES` When a package is created, it is put under [.filename]#/usr/ports/packages/All# and links are made from one or more subdirectories of [.filename]#/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 crossref:makefiles[porting-categories,current list of categories] and pick the ones that are suitable for the port. This list also determines where in the ports tree the port is imported. If there is more than one category here, the port files must be put in the subdirectory with the name of the first category. See crossref:makefiles[choosing-categories,below] for more discussion about how to pick the right categories. [[porting-categories]] === Current List of Categories Here 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. They are only used as secondary categories, and only for search purposes. [NOTE] ==== For non-virtual categories, there is a one-line description in `COMMENT` in that subdirectory's [.filename]#Makefile#. ==== [.informaltable] [cols="1,1,1", frame="none", options="header"] |=== | Category | Description | Notes |[.filename]#accessibility# |Ports to help disabled users. | |[.filename]#afterstep#`*` |Ports to support the http://www.afterstep.org/[AfterStep] window manager. | |[.filename]#arabic# |Arabic language support. | |[.filename]#archivers# |Archiving tools. | |[.filename]#astro# |Astronomical ports. | |[.filename]#audio# |Sound support. | |[.filename]#benchmarks# |Benchmarking utilities. | |[.filename]#biology# |Biology-related software. | |[.filename]#cad# |Computer aided design tools. | |[.filename]#chinese# |Chinese language support. | |[.filename]#comms# |Communication software. |Mostly software to talk to the serial port. |[.filename]#converters# |Character code converters. | |[.filename]#databases# |Databases. | |[.filename]#deskutils# |Things that used to be on the desktop before computers were invented. | |[.filename]#devel# |Development utilities. |Do not put libraries here just because they are libraries. They should _not_ be in this category unless they truly do not belong anywhere else. |[.filename]#dns# |DNS-related software. | |[.filename]#docs#`*` |Meta-ports for FreeBSD documentation. | |[.filename]#editors# |General editors. |Specialized editors go in the section for those tools. For example, a mathematical-formula editor will go in [.filename]#math#, and have [.filename]#editors# as a second category. |[.filename]#education#`*` |Education-related software. |This includes applications, utilities, or games primarily or substantially designed to help the user learn a specific topic or study in general. It also includes course-writing applications, course-delivery applications, and classroom or school management applications |[.filename]#elisp#`*` |Emacs-lisp ports. | |[.filename]#emulators# |Emulators for other operating systems. |Terminal emulators do _not_ belong here. X-based ones go to [.filename]#x11# and text-based ones to either [.filename]#comms# or [.filename]#misc#, depending on the exact functionality. |[.filename]#enlightenment#`*` |Ports related to the Enlightenment window manager. | |[.filename]#finance# |Monetary, financial and related applications. | |[.filename]#french# |French language support. | |[.filename]#ftp# |FTP client and server utilities. |If the port speaks both FTP and HTTP, put it in [.filename]#ftp# with a secondary category of [.filename]#www#. |[.filename]#games# |Games. | |[.filename]#geography#`*` |Geography-related software. | |[.filename]#german# |German language support. | |[.filename]#gnome#`*` |Ports from the https://www.gnome.org/[GNOME] Project. | |[.filename]#gnustep#`*` |Software related to the GNUstep desktop environment. | |[.filename]#graphics# |Graphics utilities. | |[.filename]#hamradio#`*` |Software for amateur radio. | |[.filename]#haskell#`*` |Software related to the Haskell language. | |[.filename]#hebrew# |Hebrew language support. | |[.filename]#hungarian# |Hungarian language support. | |[.filename]#irc# |Internet Relay Chat utilities. | |[.filename]#japanese# |Japanese language support. | |[.filename]#java# |Software related to the Java(TM) language. |The [.filename]#java# category must not be the only one for a port. Save for ports directly related to the Java language, porters are also encouraged not to use [.filename]#java# as the main category of a port. |[.filename]#kde#`*` |Ports from the https://www.kde.org/[KDE] Project (generic). | |[.filename]#kde-applications#`*` |Applications from the https://www.kde.org/[KDE] Project. | |[.filename]#kde-frameworks#`*` |Add-on libraries from the https://www.kde.org/[KDE] Project for programming with Qt. | |[.filename]#kde-plasma#`*` |Desktop from the https://www.kde.org/[KDE] Project. | |[.filename]#kld#`*` |Kernel loadable modules. | |[.filename]#korean# |Korean language support. | |[.filename]#lang# |Programming languages. | |[.filename]#linux#`*` |Linux applications and support utilities. | |[.filename]#lisp#`*` |Software related to the Lisp language. | |[.filename]#mail# |Mail software. | |[.filename]#mate#`*` |Ports related to the MATE desktop environment, a fork of GNOME 2. | |[.filename]#math# |Numerical computation software and other utilities for mathematics. | |[.filename]#mbone#`*` |MBone applications. | |[.filename]#misc# |Miscellaneous utilities |Things that do not belong anywhere else. If at all possible, try to find a better category for the port than `misc`, as ports tend to be overlooked in here. |[.filename]#multimedia# |Multimedia software. | |[.filename]#net# |Miscellaneous networking software. | |[.filename]#net-im# |Instant messaging software. | |[.filename]#net-mgmt# |Networking management software. | |[.filename]#net-p2p# |Peer to peer network applications. | |[.filename]#net-vpn#`*` |Virtual Private Network applications. | |[.filename]#news# |USENET news software. | |[.filename]#parallel#`*` |Applications dealing with parallelism in computing. | |[.filename]#pear#`*` |Ports related to the Pear PHP framework. | |[.filename]#perl5#`*` |Ports that require Perl version 5 to run. | |[.filename]#plan9#`*` |Various programs from https://9p.io/wiki/plan9/Download/index.html[Plan9]. | |[.filename]#polish# |Polish language support. | |[.filename]#ports-mgmt# |Ports for managing, installing and developing FreeBSD ports and packages. | |[.filename]#portuguese# |Portuguese language support. | |[.filename]#print# |Printing software. |Desktop publishing tools (previewers, etc.) belong here too. |[.filename]#python#`*` |Software related to the https://www.python.org/[Python] language. | |[.filename]#ruby#`*` |Software related to the https://www.ruby-lang.org/[Ruby] language. | |[.filename]#rubygems#`*` |Ports of https://www.rubygems.org/[RubyGems] packages. | |[.filename]#russian# |Russian language support. | |[.filename]#scheme#`*` |Software related to the Scheme language. | |[.filename]#science# |Scientific ports that do not fit into other categories such as [.filename]#astro#, [.filename]#biology# and [.filename]#math#. | |[.filename]#security# |Security utilities. | |[.filename]#shells# |Command line shells. | |[.filename]#spanish#`*` |Spanish language support. | |[.filename]#sysutils# |System utilities. | |[.filename]#tcl#`*` |Ports that use Tcl to run. | |[.filename]#textproc# |Text processing utilities. |It does not include desktop publishing tools, which go to [.filename]#print#. |[.filename]#tk#`*` |Ports that use Tk to run. | |[.filename]#ukrainian# |Ukrainian language support. | |[.filename]#vietnamese# |Vietnamese language support. | |[.filename]#wayland#`*` |Ports to support the Wayland display server. | |[.filename]#windowmaker#`*` |Ports to support the Window Maker window manager. | |[.filename]#www# |Software related to the World Wide Web. |HTML language support belongs here too. |[.filename]#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. Most of them go into other [.filename]#x11-*# categories (see below). |[.filename]#x11-clocks# |X11 clocks. | |[.filename]#x11-drivers# |X11 drivers. | |[.filename]#x11-fm# |X11 file managers. | |[.filename]#x11-fonts# |X11 fonts and font utilities. | |[.filename]#x11-servers# |X11 servers. | |[.filename]#x11-themes# |X11 themes. | |[.filename]#x11-toolkits# |X11 toolkits. | |[.filename]#x11-wm# |X11 window managers. | |[.filename]#xfce#`*` |Ports related to the https://www.xfce.org/[Xfce] desktop environment. | |[.filename]#zope#`*` |https://www.zope.org/[Zope] support. | |=== [[choosing-categories]] === Choosing the Right Category As many of the categories overlap, choosing which of the categories will be the primary category of the port can be tedious. There are several rules that govern this issue. Here is the list of priorities, in decreasing order of precedence: * The first category must be a physical category (see crossref:makefiles[porting-categories,above]). This is necessary to make the packaging work. Virtual categories and physical categories may be intermixed after that. * Language specific categories always come first. For example, if the port installs Japanese X11 fonts, then the `CATEGORIES` line would read [.filename]#japanese x11-fonts#. * Specific categories are listed before less-specific ones. For instance, an HTML editor is listed as [.filename]#www editors#, not the other way around. Also, do not list [.filename]#net# when the port belongs to any of [.filename]#irc#, [.filename]#mail#, [.filename]#news#, [.filename]#security#, or [.filename]#www#, as [.filename]#net# is included implicitly. * [.filename]#x11# is used as a secondary category only when the primary category is a natural language. In particular, do not put [.filename]#x11# in the category line for X applications. * Emacs modes are placed in the same ports category as the application supported by the mode, not in [.filename]#editors#. For example, an Emacs mode to edit source files of some programming language goes into [.filename]#lang#. * Ports installing loadable kernel modules also have the virtual category [.filename]#kld# in their `CATEGORIES` line. This is one of the things handled automatically by adding `USES=kmod`. * [.filename]#misc# does not appear with any other non-virtual category. If there is `misc` with something else in `CATEGORIES`, that means `misc` can safely be deleted and the port placed only in the other subdirectory. * If the port truly does not belong anywhere else, put it in [.filename]#misc#. If the category is not clearly defined, please put a comment to that effect in the https://bugs.freebsd.org/submit/[port submission] in the bug database so we can discuss it before we import it. As a committer, send a note to the {freebsd-ports} so we can discuss it first. Too often, new ports are imported to the wrong category only to be moved right away. [[proposing-categories]] === Proposing a New Category As the Ports Collection has grown over time, various new categories have been introduced. New categories can either be _virtual_ categories-those that do not have a corresponding subdirectory in the ports tree- or _physical_ categories-those that do. This section discusses the issues involved in creating a new physical category. Read it thoroughly before proposing a new one. Our existing practice has been to avoid creating a new physical category unless either a large number of ports would logically belong to it, or the ports that would belong to it are a logically distinct group that is of limited general interest (for instance, categories related to spoken human languages), or preferably both. The rationale for this is that such a change creates a extref:{committers-guide}[fair amount of work, ports] for both the committers and also for all users who track changes to the Ports Collection. In addition, proposed category changes just naturally seem to attract controversy. (Perhaps this is because there is no clear consensus on when a category is "too big", nor whether categories should lend themselves to browsing (and thus what number of categories would be an ideal number), and so forth.) Here is the procedure: [.procedure] . Propose the new category on {freebsd-ports}. Include a detailed rationale for the new category, including why the existing categories are not sufficient, and the list of existing ports proposed to move. (If there are new ports pending in Bugzilla that would fit this category, list them too.) If you are the maintainer and/or submitter, respectively, mention that as it may help the case. . Participate in the discussion. . If it seems that there is support for the idea, file a PR which includes both the rationale and the list of existing ports that need to be moved. Ideally, this PR would also include these patches: ** [.filename]##Makefile##s for the new ports once they are repocopied ** [.filename]#Makefile# for the new category ** [.filename]#Makefile# for the old ports' categories ** [.filename]##Makefile##s for ports that depend on the old ports ** (for extra credit, include the other files that have to change, as per the procedure in the Committer's Guide.) . Since it affects the ports infrastructure and involves moving and patching many ports but also possibly running regression tests on the build cluster, assign the PR to the {portmgr}. . If that PR is approved, a committer will need to follow the rest of the procedure that is extref:{committers-guide}[outlined in the Committer's Guide, ports]. Proposing a new virtual category is similar to the above but much less involved, since no ports will actually have to move. In this case, the only patches to include in the PR would be those to add the new category to `CATEGORIES` of the affected ports. [[proposing-reorg]] === Proposing Reorganizing All the Categories Occasionally someone proposes reorganizing the categories with either a 2-level structure, or some other kind of keyword structure. To date, nothing has come of any of these proposals because, while they are very easy to make, the effort involved to retrofit the entire existing ports collection with any kind of reorganization is daunting to say the very least. Please read the history of these proposals in the mailing list archives before posting this idea. Furthermore, be prepared to be challenged to offer a working prototype. [[makefile-distfiles]] == The Distribution Files The second part of the [.filename]#Makefile# describes the files that must be downloaded to build the port, and where they can be downloaded. [[makefile-distname]] === `DISTNAME` `DISTNAME` is the name of the port as called by the authors of the software. `DISTNAME` defaults to `${PORTNAME}-${DISTVERSIONPREFIX}${DISTVERSION}${DISTVERSIONSUFFIX}`, and if not set, `DISTVERSION` defaults to `${PORTVERSION}` so override `DISTNAME` only if necessary. `DISTNAME` is only used in two places. First, the distribution file list (`DISTFILES`) defaults to `${DISTNAME}${EXTRACT_SUFX}`. Second, the distribution file is expected to extract into a subdirectory named `WRKSRC`, which defaults to [.filename]#work/${DISTNAME}#. Some vendor's distribution names which do not fit into the `${PORTNAME}-${PORTVERSION}`-scheme can be handled automatically by setting `DISTVERSIONPREFIX`, `DISTVERSION`, and `DISTVERSIONSUFFIX`. `PORTVERSION` will be derived from `DISTVERSION` automatically. [IMPORTANT] ==== Only one of `PORTVERSION` and `DISTVERSION` can be set at a time. If `DISTVERSION` does not derive a correct `PORTVERSION`, do not use `DISTVERSION`. ==== If the upstream version scheme can be derived into a ports-compatible version scheme, set some variable to the upstream version, _do not_ use `DISTVERSION` as the variable name. Set `PORTVERSION` to the computed version based on the variable you created, and set `DISTNAME` accordingly. If the upstream version scheme cannot easily be coerced into a ports-compatible value, set `PORTVERSION` to a sensible value, and set `DISTNAME` with `PORTNAME` with the verbatim upstream version. [[makefile-distname-ex1]] .Deriving `PORTVERSION` Manually [example] ==== BIND9 uses a version scheme that is not compatible with the ports versions (it has `-` in its versions) and cannot be derived using `DISTVERSION` because after the 9.9.9 release, it will release a "patchlevels" in the form of `9.9.9-P1`. DISTVERSION would translate that into `9.9.9.p1`, which, in the ports versioning scheme means 9.9.9 pre-release 1, which is before 9.9.9 and not after. So `PORTVERSION` is manually derived from an `ISCVERSION` variable to output `9.9.9p1`. The order into which the ports framework, and pkg, will sort versions is checked using the `-t` argument of man:pkg-version[8]: [source,shell] .... % pkg version -t 9.9.9 9.9.9.p1 > <.> % pkg version -t 9.9.9 9.9.9p1 < <.> .... <.> The `>` sign means that the first argument passed to `-t` is greater than the second argument. `9.9.9` is after `9.9.9.p1`. <.> The `<` sign means that the first argument passed to `-t` is less than the second argument. `9.9.9` is before `9.9.9p1`. In the port [.filename]#Makefile#, for example package:dns/bind99[], it is achieved by: [.programlisting] .... PORTNAME= bind PORTVERSION= ${ISCVERSION:S/-P/P/:S/b/.b/:S/a/.a/:S/rc/.rc/} CATEGORIES= dns net MASTER_SITES= ISC/bind9/${ISCVERSION} PKGNAMESUFFIX= 99 DISTNAME= ${PORTNAME}-${ISCVERSION} MAINTAINER= mat@FreeBSD.org COMMENT= BIND DNS suite with updated DNSSEC and DNS64 WWW= https://www.isc.org/bind/ LICENSE= ISCL # ISC releases things like 9.8.0-P1 or 9.8.1rc1, which our versioning does not like ISCVERSION= 9.9.9-P6 .... Define upstream version in `ISCVERSION`, with a comment saying _why_ it is needed. Use `ISCVERSION` to get a ports-compatible `PORTVERSION`. Use `ISCVERSION` directly to get the correct URL for fetching the distribution file. Use `ISCVERSION` directly to name the distribution file. ==== [[makefile-distname-ex2]] .Derive `DISTNAME` from `PORTVERSION` [example] ==== From time to time, the distribution file name has little or no relation to the version of the software. In package:comms/kermit[], only the last element of the version is present in the distribution file: [.programlisting] .... PORTNAME= kermit PORTVERSION= 9.0.304 CATEGORIES= comms ftp net MASTER_SITES= ftp://ftp.kermitproject.org/kermit/test/tar/ DISTNAME= cku${PORTVERSION:E}-dev20 .... The `:E` man:make[1] modifier returns the suffix of the variable, in this case, `304`. The distribution file is correctly generated as `cku304-dev20.tar.gz`. ==== [[makefile-distname-ex3]] .Exotic Case 1 [example] ==== Sometimes, there is no relation between the software name, its version, and the distribution file it is distributed in. From package:audio/libworkman[]: [.programlisting] .... PORTNAME= libworkman PORTVERSION= 1.4 CATEGORIES= audio MASTER_SITES= LOCAL/jim DISTNAME= ${PORTNAME}-1999-06-20 .... ==== [[makefile-distname-ex4]] .Exotic Case 2 [example] ==== In package:comms/librs232[], the distribution file is not versioned, so using crossref:makefiles[makefile-dist_subdir,`DIST_SUBDIR`] is needed: [.programlisting] .... PORTNAME= librs232 PORTVERSION= 20160710 CATEGORIES= comms MASTER_SITES= http://www.teuniz.net/RS-232/ DISTNAME= RS-232 DIST_SUBDIR= ${PORTNAME}-${PORTVERSION} .... ==== [NOTE] ==== `PKGNAMEPREFIX` and `PKGNAMESUFFIX` do not affect `DISTNAME`. Also note that if `WRKSRC` is equal to [.filename]#${WRKDIR}/${DISTNAME}# while the original source archive is named something other than `${PORTNAME}-${PORTVERSION}${EXTRACT_SUFX}`, leave `DISTNAME` alone- defining only `DISTFILES` is easier than both `DISTNAME` and `WRKSRC` (and possibly `EXTRACT_SUFX`). ==== [[makefile-master_sites]] === `MASTER_SITES` Record the directory part of the FTP/HTTP-URL pointing at the original tarball in `MASTER_SITES`. Do not forget the trailing slash ([.filename]#/#)! 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 multiple sites are included on this list, preferably from different continents. This will safeguard against wide-area network problems. [IMPORTANT] ==== `MASTER_SITES` must not be blank. It must point to the actual site hosting the distribution files. It cannot point to web archives, or the FreeBSD distribution files cache sites. The only exception to this rule is ports that do not have any distribution files. For example, meta-ports do not have any distribution files, so `MASTER_SITES` does not need to be set. ==== [[makefile-master_sites-shorthand]] ==== Using `MASTER_SITE_*` Variables Shortcut abbreviations are available for popular archives like SourceForge (`SOURCEFORGE`), GNU (`GNU`), or Perl CPAN (`PERL_CPAN`). `MASTER_SITES` can use them directly: [.programlisting] .... MASTER_SITES= GNU/make .... The older expanded format still works, but all ports have been converted to the compact format. The expanded format looks like this: [.programlisting] .... MASTER_SITES= ${MASTER_SITE_GNU} MASTER_SITE_SUBDIR= make .... These values and variables are defined in https://cgit.freebsd.org/ports/tree/Mk/bsd.sites.mk[Mk/bsd.sites.mk]. New entries are added often, so make sure to check the latest version of this file before submitting a port. [TIP] ==== For any `MASTER_SITE_FOO` variable, the shorthand `_FOO_` can be used. For example, use: [.programlisting] .... MASTER_SITES= FOO .... If `MASTER_SITE_SUBDIR` is needed, use this: [.programlisting] .... MASTER_SITES= FOO/bar .... ==== [NOTE] ==== Some `MASTER_SITE_*` names are quite long, and for ease of use, shortcuts have been defined: [[makefile-master_sites-shortcut]] .Shortcuts for `MASTER_SITE_*` Macros [cols="1,1", frame="none", options="header"] |=== | Macro | Shortcut |`PERL_CPAN` |`CPAN` |`GITHUB` |`GH` |`GITHUB_CLOUD` |`GHC` |`LIBREOFFICE_DEV` |`LODEV` |`NETLIB` |`NL` |`RUBYGEMS` |`RG` |`SOURCEFORGE` |`SF` |=== ==== [[makefile-master_sites-magic]] ==== Magic MASTER_SITES Macros Several "magic" macros exist for popular sites with a predictable directory structure. For these, just use the abbreviation and the system will choose a subdirectory automatically. For a port named `Stardict`, of version `1.2.3`, and hosted on SourceForge, adding this line: [.programlisting] .... MASTER_SITES= SF .... infers a subdirectory named `/project/stardict/stardict/1.2.3`. If the inferred directory is incorrect, it can be overridden: [.programlisting] .... MASTER_SITES= SF/stardict/WyabdcRealPeopleTTS/${PORTVERSION} .... This can also be written as [.programlisting] .... MASTER_SITES= SF MASTER_SITE_SUBDIR= stardict/WyabdcRealPeopleTTS/${PORTVERSION} .... [[makefile-master_sites-popular]] .Magic `MASTER_SITES` Macros [cols="1,1", frame="none", options="header"] |=== | Macro | Assumed subdirectory |`APACHE_COMMONS_BINARIES` |`${PORTNAME:S,commons-,,}` |`APACHE_COMMONS_SOURCE` |`${PORTNAME:S,commons-,,}` |`APACHE_JAKARTA` |`${PORTNAME:S,-,/,}/source` |`BERLIOS` |`${PORTNAME:tl}.berlios` |`CHEESESHOP` |`source/${DISTNAME:C/(.).\*/\1/}/${DISTNAME:C/(.*)-[0-9].*/\1/}` |`CPAN` |`${PORTNAME:C/-.*//}` |`DEBIAN` |`pool/main/${PORTNAME:C/^((lib)?.).*$/\1/}/${PORTNAME}` |`FARSIGHT` |`${PORTNAME}` |`FESTIVAL` |`${PORTREVISION}` |`GCC` |`releases/${DISTNAME}` |`GENTOO` |`distfiles` |`GIMP` |`${PORTNAME}/${PORTVERSION:R}/` |`GH` |`${GH_ACCOUNT}/${GH_PROJECT}/tar.gz/${GH_TAGNAME}?dummy=/` |`GHC` |`${GH_ACCOUNT}/${GH_PROJECT}/` |`GNOME` |`sources/${PORTNAME}/${PORTVERSION:C/^([0-9]+\.[0-9]+).*/\1/}` |`GNU` |`${PORTNAME}` |`GNUPG` |`${PORTNAME}` |`GNU_ALPHA` |`${PORTNAME}` |`HORDE` |`${PORTNAME}` |`LODEV` |`${PORTNAME}` |`MATE` |`${PORTVERSION:C/^([0-9]+\.[0-9]+).*/\1/}` |`MOZDEV` |`${PORTNAME:tl}` |`NL` |`${PORTNAME}` |`QT` |`archive/qt/${PORTVERSION:R}` |`SAMBA` |`${PORTNAME}` |`SAVANNAH` |`${PORTNAME:tl}` |`SF` |`${PORTNAME:tl}/${PORTNAME:tl}/${PORTVERSION}` |=== [[makefile-master_sites-github]] === `USE_GITHUB` If the distribution file comes from a specific commit or tag on https://github.com/[GitHub] for which there is no officially released file, there is an easy way to set the right `DISTNAME` and `MASTER_SITES` automatically. [WARNING] ==== As of 2023-02-21 link:https://github.blog/2023-02-21-update-on-the-future-stability-of-source-code-archives-and-hashes/[GitHub] have announced that source downloads will be stable for a year. Please switch to release assets and if not available ask upstream to generate ones. ==== These variables are available: [[makefile-master_sites-github-description]] .`USE_GITHUB` Description [cols="1,1,1", options="header"] |=== | Variable | Description | Default |`GH_ACCOUNT` |Account name of the GitHub user hosting the project |`${PORTNAME}` |`GH_PROJECT` |Name of the project on GitHub |`${PORTNAME}` |`GH_TAGNAME` |Name of the tag to download (2.0.1, hash, ...) Using the name of a branch here is incorrect. It is also possible to use the hash of a commit id to do a snapshot. |`${DISTVERSIONPREFIX}${DISTVERSION}${DISTVERSIONSUFFIX}` |`GH_SUBDIR` |When the software needs an additional distribution file to be extracted within `${WRKSRC}`, this variable can be used. See the examples in crossref:makefiles[makefile-master_sites-github-multiple, Fetching Multiple Files from GitHub] for more information. |(none) |`GH_TUPLE` |`GH_TUPLE` allows putting `GH_ACCOUNT`, `GH_PROJECT`, `GH_TAGNAME`, and `GH_SUBDIR` into a single variable. The format is _account_`:`_project_`:`_tagname_`:`_group_`/`_subdir_. The `/`_subdir_ part is optional. It is helpful when there is more than one GitHub project from which to fetch. | |=== [IMPORTANT] ==== Do not use `GH_TUPLE` for the default distribution file, as it has no default. ==== [[makefile-master_sites-github-ex1]] .Simple Use of `USE_GITHUB` [example] ==== While trying to make a port for version `1.2.7` of pkg from the FreeBSD user on github, at https://github.com/freebsd/pkg/[], The [.filename]#Makefile# would end up looking like this (slightly stripped for the example): [.programlisting] .... PORTNAME= pkg DISTVERSION= 1.2.7 USE_GITHUB= yes GH_ACCOUNT= freebsd .... It will automatically have `MASTER_SITES` set to `GH` and `WRKSRC` to `${WRKDIR}/pkg-1.2.7`. ==== [[makefile-master_sites-github-ex2]] .More Complete Use of `USE_GITHUB` [example] ==== While trying to make a port for the bleeding edge version of pkg from the FreeBSD user on github, at https://github.com/freebsd/pkg/[], the [.filename]#Makefile# ends up looking like this (slightly stripped for the example): [.programlisting] .... PORTNAME= pkg-devel DISTVERSION= 1.3.0.a.20140411 USE_GITHUB= yes GH_ACCOUNT= freebsd GH_PROJECT= pkg GH_TAGNAME= 6dbb17b .... It will automatically have `MASTER_SITES` set to `GH` and `WRKSRC` to `${WRKDIR}/pkg-6dbb17b`. [TIP] **** `20140411` is the date of the commit referenced in `GH_TAGNAME`, not the date the [.filename]#Makefile# is edited, or the date the commit is made. **** ==== [[makefile-master_sites-github-ex3]] .Use of `USE_GITHUB` with `DISTVERSIONPREFIX` [example] ==== From time to time, `GH_TAGNAME` is a slight variation from `DISTVERSION`. For example, if the version is `1.0.2`, the tag is `v1.0.2`. In those cases, it is possible to use `DISTVERSIONPREFIX` or `DISTVERSIONSUFFIX`: [.programlisting] .... PORTNAME= foo DISTVERSIONPREFIX= v DISTVERSION= 1.0.2 USE_GITHUB= yes .... It will automatically set `GH_TAGNAME` to `v1.0.2`, while `WRKSRC` will be kept to `${WRKDIR}/foo-1.0.2`. ==== [[makefile-master_sites-github-ex4]] .Using `USE_GITHUB` When Upstream Does Not Use Versions [example] ==== If there never was a version upstream, do not invent one like `0.1` or `1.0`. Create the port with a `DISTVERSION` of `g__YYYYMMDD__`, where `g` is for Git, and `_YYYYMMDD_` represents the date the commit referenced in `GH_TAGNAME`. [.programlisting] .... PORTNAME= bar DISTVERSION= g20140411 USE_GITHUB= yes GH_TAGNAME= c472d66b .... This creates a versioning scheme that increases over time, and that is still -before version `0` (see crossref:makefiles[makefile-versions-ex-pkg-version] for details on man:pkg-version[8]): +before version `0` (see crossref:makefiles[makefile-versions-ex-pkg-version, Using man:pkg-version\[8\] to Compare Versions] for details on man:pkg-version[8]): [source,shell] .... % pkg version -t g20140411 0 < .... Which means using `PORTEPOCH` will not be needed in case upstream decides to cut versions in the future. ==== [[makefile-master_sites-github-ex5]] .Using `USE_GITHUB` to Access a Commit Between Two Versions [example] ==== If the current version of the software uses a Git tag, and the port needs to be updated to a newer, intermediate version, without a tag, use man:git-describe[1] to find out the version to use: [source,shell] .... % git describe --tags f0038b1 v0.7.3-14-gf0038b1 .... `v0.7.3-14-gf0038b1` can be split into three parts: `v0.7.3`:: This is the last Git tag that appears in the commit history before the requested commit. `-14`:: This means that the requested commit, `f0038b1`, is the 14th commit after the `v0.7.3` tag. `-gf0038b1`:: The `-g` means "Git", and the `f0038b1` is the commit hash that this reference points to. [.programlisting] .... PORTNAME= bar DISTVERSIONPREFIX= v DISTVERSION= 0.7.3-14 DISTVERSIONSUFFIX= -gf0038b1 USE_GITHUB= yes .... This creates a versioning scheme that increases over time (well, over commits), and does not conflict with the creation of a `0.7.4` version. -(See crossref:makefiles[makefile-versions-ex-pkg-version] for details on man:pkg-version[8]): +(See crossref:makefiles[makefile-versions-ex-pkg-version, Using man:pkg-version\[8\] to Compare Versions] for details on man:pkg-version[8]): [source,shell] .... % pkg version -t 0.7.3 0.7.3.14 < % pkg version -t 0.7.3.14 0.7.4 < .... [NOTE] **** If the requested commit is the same as a tag, a shorter description is shown by default. The longer version is equivalent: [source,shell] .... % git describe --tags c66c71d v0.7.3 % git describe --tags --long c66c71d v0.7.3-0-gc66c71d .... **** ==== [[makefile-master_sites-github-multiple]] ==== Fetching Multiple Files from GitHub The `USE_GITHUB` framework also supports fetching multiple distribution files from different places in GitHub. It works in a way very similar to crossref:makefiles[porting-master-sites-n, Multiple Distribution or Patches Files from Multiple Locations]. Multiple values are added to `GH_ACCOUNT`, `GH_PROJECT`, and `GH_TAGNAME`. Each different value is assigned a group. The main value can either have no group, or the `:DEFAULT` group. A value can be omitted if it is the same as the default as listed in -crossref:makefiles[makefile-master_sites-github-description,.`USE_GITHUB` Description]. +crossref:makefiles[makefile-master_sites-github-description,`USE_GITHUB` Description]. `GH_TUPLE` can also be used when there are a lot of distribution files. It helps keep the account, project, tagname, and group information at the same place. For each group, a `${WRKSRC_group}` helper variable is created, containing the directory into which the file has been extracted. The `${WRKSRC_group}` variables can be used to move directories around during `post-extract`, or add to `CONFIGURE_ARGS`, or whatever is needed so that the software builds correctly. [CAUTION] ==== The `:__group__` part _must_ be used for _only one_ distribution file. It is used as a unique key and using it more than once will overwrite the previous values. ==== [NOTE] ==== As this is only syntactic sugar above `DISTFILES` and `MASTER_SITES`, the group names must adhere to the restrictions on group names outlined in crossref:makefiles[porting-master-sites-n, Multiple Distribution or Patches Files from Multiple Locations] ==== When fetching multiple files from GitHub, sometimes the default distribution file is not fetched from GitHub. To disable fetching the default distribution, set: [.programlisting] .... USE_GITHUB= nodefault .... [IMPORTANT] ==== When using `USE_GITHUB=nodefault`, the [.filename]#Makefile# must set `DISTFILES` in its crossref:porting-order[porting-order-portname,top block]. The definition should be: [.programlisting] .... DISTFILES= ${DISTNAME}${EXTRACT_SUFX} .... ==== [[makefile-master_sites-github-multi]] .Use of `USE_GITHUB` with Multiple Distribution Files [example] ==== From time to time, there is a need to fetch more than one distribution file. For example, when the upstream git repository uses submodules. This can be done easily using groups in the `GH_*` variables: [.programlisting] .... PORTNAME= foo DISTVERSION= 1.0.2 USE_GITHUB= yes GH_ACCOUNT= bar:icons,contrib GH_PROJECT= foo-icons:icons foo-contrib:contrib GH_TAGNAME= 1.0:icons fa579bc:contrib GH_SUBDIR= ext/icons:icons CONFIGURE_ARGS= --with-contrib=${WRKSRC_contrib} .... This will fetch three distribution files from github. The default one comes from [.filename]#foo/foo# and is version `1.0.2`. The second one, with the `icons` group, comes from [.filename]#bar/foo-icons# and is in version `1.0`. The third one comes from [.filename]#bar/foo-contrib# and uses the Git commit `fa579bc`. The distribution files are named [.filename]#foo-foo-1.0.2_GH0.tar.gz#, [.filename]#bar-foo-icons-1.0_GH0.tar.gz#, and [.filename]#bar-foo-contrib-fa579bc_GH0.tar.gz#. All the distribution files are extracted in `${WRKDIR}` in their respective subdirectories. The default file is still extracted in `${WRKSRC}`, in this case, [.filename]#${WRKDIR}/foo-1.0.2#. Each additional distribution file is extracted in `${WRKSRC_group}`. Here, for the `icons` group, it is called `${WRKSRC_icons}` and it contains [.filename]#${WRKDIR}/foo-icons-1.0#. The file with the `contrib` group is called `${WRKSRC_contrib}` and contains `${WRKDIR}/foo-contrib-fa579bc`. The software's build system expects to find the icons in a [.filename]#ext/icons# subdirectory in its sources, so `GH_SUBDIR` is used. `GH_SUBDIR` makes sure that [.filename]#ext# exists, but that [.filename]#ext/icons# does not already exist. Then it does this: [.programlisting] .... post-extract: @${MV} ${WRKSRC_icons} ${WRKSRC}/ext/icons .... ==== [[makefile-master_sites-github-multi2]] .Use of `USE_GITHUB` with Multiple Distribution Files Using `GH_TUPLE` [example] ==== This is functionally equivalent to -crossref:makefiles[makefile-master_sites-github-multi,.Use of `USE_GITHUB` with Multiple Distribution Files], but using `GH_TUPLE`: +crossref:makefiles[makefile-master_sites-github-multi,Use of `USE_GITHUB` with Multiple Distribution Files], but using `GH_TUPLE`: [.programlisting] .... PORTNAME= foo DISTVERSION= 1.0.2 USE_GITHUB= yes GH_TUPLE= bar:foo-icons:1.0:icons/ext/icons \ bar:foo-contrib:fa579bc:contrib CONFIGURE_ARGS= --with-contrib=${WRKSRC_contrib} .... Grouping was used in the previous example with `bar:icons,contrib`. Some redundant information is present with `GH_TUPLE` because grouping is not possible. ==== [[makefile-master_sites-github-submodules]] .How to Use `USE_GITHUB` with Git Submodules? [example] ==== Ports with GitHub as an upstream repository sometimes use submodules. See man:git-submodule[1] for more information. The problem with submodules is that each is a separate repository. As such, they each must be fetched separately. Using package:finance/moneymanagerex[] as an example, its GitHub repository is https://github.com/moneymanagerex/moneymanagerex/[]. It has a https://github.com/moneymanagerex/moneymanagerex/blob/master/.gitmodules[.gitmodules] file at the root. This file describes all the submodules used in this repository, and lists additional repositories needed. This file will tell what additional repositories are needed: [.programlisting] .... [submodule "lib/wxsqlite3"] path = lib/wxsqlite3 url = https://github.com/utelle/wxsqlite3.git [submodule "3rd/mongoose"] path = 3rd/mongoose url = https://github.com/cesanta/mongoose.git [submodule "3rd/LuaGlue"] path = 3rd/LuaGlue url = https://github.com/moneymanagerex/LuaGlue.git [submodule "3rd/cgitemplate"] path = 3rd/cgitemplate url = https://github.com/moneymanagerex/html-template.git [...] .... The only information missing from that file is the commit hash or tag to use as a version. This information is found after cloning the repository: [source,shell] .... % git clone --recurse-submodules https://github.com/moneymanagerex/moneymanagerex.git Cloning into 'moneymanagerex'... remote: Counting objects: 32387, done. [...] Submodule '3rd/LuaGlue' (https://github.com/moneymanagerex/LuaGlue.git) registered for path '3rd/LuaGlue' Submodule '3rd/cgitemplate' (https://github.com/moneymanagerex/html-template.git) registered for path '3rd/cgitemplate' Submodule '3rd/mongoose' (https://github.com/cesanta/mongoose.git) registered for path '3rd/mongoose' Submodule 'lib/wxsqlite3' (https://github.com/utelle/wxsqlite3.git) registered for path 'lib/wxsqlite3' [...] Cloning into '/home/mat/work/freebsd/ports/finance/moneymanagerex/moneymanagerex/3rd/LuaGlue'... Cloning into '/home/mat/work/freebsd/ports/finance/moneymanagerex/moneymanagerex/3rd/cgitemplate'... Cloning into '/home/mat/work/freebsd/ports/finance/moneymanagerex/moneymanagerex/3rd/mongoose'... Cloning into '/home/mat/work/freebsd/ports/finance/moneymanagerex/moneymanagerex/lib/wxsqlite3'... [...] Submodule path '3rd/LuaGlue': checked out 'c51d11a247ee4d1e9817dfa2a8da8d9e2f97ae3b' Submodule path '3rd/cgitemplate': checked out 'cd434eeeb35904ebcd3d718ba29c281a649b192c' Submodule path '3rd/mongoose': checked out '2140e5992ab9a3a9a34ce9a281abf57f00f95cda' Submodule path 'lib/wxsqlite3': checked out 'fb66eb230d8aed21dec273b38c7c054dcb7d6b51' [...] % cd moneymanagerex % git submodule status c51d11a247ee4d1e9817dfa2a8da8d9e2f97ae3b 3rd/LuaGlue (heads/master) cd434eeeb35904ebcd3d718ba29c281a649b192c 3rd/cgitemplate (cd434ee) 2140e5992ab9a3a9a34ce9a281abf57f00f95cda 3rd/mongoose (6.2-138-g2140e59) fb66eb230d8aed21dec273b38c7c054dcb7d6b51 lib/wxsqlite3 (v3.4.0) [...] .... It can also be found on GitHub. Each subdirectory that is a submodule is shown as `_directory @ hash_`, for example, `mongoose @ 2140e59`. [NOTE] **** While getting the information from GitHub seems more straightforward, the information found using `git submodule status` will provide more meaningful information. For example, here, ``lib/wxsqlite3``'s commit hash `fb66eb2` correspond to `v3.4.0`. Both can be used interchangeably, but when a tag is available, use it. **** Now that all the required information has been gathered, the [.filename]#Makefile# can be written (only GitHub-related lines are shown): [.programlisting] .... PORTNAME= moneymanagerex DISTVERSIONPREFIX= v DISTVERSION= 1.3.0 USE_GITHUB= yes GH_TUPLE= utelle:wxsqlite3:v3.4.0:wxsqlite3/lib/wxsqlite3 \ moneymanagerex:LuaGlue:c51d11a:lua_glue/3rd/LuaGlue \ moneymanagerex:html-template:cd434ee:html_template/3rd/cgitemplate \ cesanta:mongoose:2140e59:mongoose/3rd/mongoose \ [...] .... ==== [[makefile-master_sites-gitlab]] === `USE_GITLAB` Similar to GitHub, if the distribution file comes from https://gitlab.com/[gitlab.com] or is hosting the GitLab software, these variables are available for use and might need to be set. [[makefile-master_sites-gitlab-description]] .`USE_GITLAB` Description [cols="1,1,1", options="header"] |=== | Variable | Description | Default |`GL_SITE` |Site name hosting the GitLab project |https://gitlab.com/ |`GL_ACCOUNT` |Account name of the GitLab user hosting the project |`${PORTNAME}` |`GL_PROJECT` |Name of the project on GitLab |`${PORTNAME}` |`GL_COMMIT` |The commit hash to download. Must be the full 160 bit, 40 character hex sha1 hash. This is a required variable for GitLab. |`(none)` |`GL_SUBDIR` |When the software needs an additional distribution file to be extracted within `${WRKSRC}`, this variable can be used. See the examples in crossref:makefiles[makefile-master_sites-gitlab-multiple, Fetching Multiple Files from GitLab] for more information. |(none) |`GL_TUPLE` |`GL_TUPLE` allows putting `GL_SITE`, `GL_ACCOUNT`, `GL_PROJECT`, `GL_COMMIT`, and `GL_SUBDIR` into a single variable. The format is _site_`:`_account_`:`_project_`:`_commit_`:`_group_`/`_subdir_. The _site_`:` and `/`_subdir_ part is optional. It is helpful when there are more than one GitLab project from which to fetch. | |=== [[makefile-master_sites-gitlab-ex1]] .Simple Use of `USE_GITLAB` [example] ==== While trying to make a port for version `1.14` of libsignon-glib from the accounts-sso user on gitlab.com, at https://gitlab.com/accounts-sso/libsignon-glib/[], The [.filename]#Makefile# would end up looking like this for fetching the distribution files: [.programlisting] .... PORTNAME= libsignon-glib DISTVERSION= 1.14 USE_GITLAB= yes GL_ACCOUNT= accounts-sso GL_COMMIT= e90302e342bfd27bc8c9132ab9d0ea3d8723fd03 .... It will automatically have `MASTER_SITES` set to https://gitlab.com/[gitlab.com] and `WRKSRC` to `${WRKDIR}/libsignon-glib-e90302e342bfd27bc8c9132ab9d0ea3d8723fd03-e90302e342bfd27bc8c9132ab9d0ea3d8723fd03`. ==== [[makefile-master_sites-gitlab-ex2]] .More Complete Use of `USE_GITLAB` [example] ==== A more complete use of the above if port had no versioning and foobar from the foo user on project bar on a self hosted GitLab site `https://gitlab.example.com/`, the [.filename]#Makefile# ends up looking like this for fetching distribution files: [.programlisting] .... PORTNAME= foobar DISTVERSION= g20170906 USE_GITLAB= yes GL_SITE= https://gitlab.example.com GL_ACCOUNT= foo GL_PROJECT= bar GL_COMMIT= 9c1669ce60c3f4f5eb43df874d7314483fb3f8a6 .... It will have `MASTER_SITES` set to `"https://gitlab.example.com"` and `WRKSRC` to `${WRKDIR}/bar-9c1669ce60c3f4f5eb43df874d7314483fb3f8a6-9c1669ce60c3f4f5eb43df874d7314483fb3f8a6`. [TIP] ====== `20170906` is the date of the commit referenced in `GL_COMMIT`, not the date the [.filename]#Makefile# is edited, or the date the commit to the FreeBSD ports tree is made. ====== [NOTE] ====== ``GL_SITE``'s protocol, port and webroot can all be modified in the same variable. ====== ==== [[makefile-master_sites-gitlab-multiple]] ==== Fetching Multiple Files from GitLab The `USE_GITLAB` framework also supports fetching multiple distribution files from different places from GitLab and GitLab hosted sites. It works in a way very similar to crossref:makefiles[porting-master-sites-n, Multiple Distribution or Patches Files from Multiple Locations] and crossref:makefiles[makefile-master_sites-gitlab-multiple, Fetching Multiple Files from GitLab]. Multiple values are added to `GL_SITE`, `GL_ACCOUNT`, `GL_PROJECT` and `GL_COMMIT`. Each different value is assigned a group. -crossref:makefiles[makefile-master_sites-gitlab-description,.`USE_GITLAB` Description]. +crossref:makefiles[makefile-master_sites-gitlab-description,`USE_GITLAB` Description]. `GL_TUPLE` can also be used when there are a lot of distribution files. It helps keep the site, account, project, commit, and group information at the same place. For each group, a `${WRKSRC_group}` helper variable is created, containing the directory into which the file has been extracted. The `${WRKSRC_group}` variables can be used to move directories around during `post-extract`, or add to `CONFIGURE_ARGS`, or whatever is needed so that the software builds correctly. [CAUTION] ==== The `:__group__` part _must_ be used for _only one_ distribution file. It is used as a unique key and using it more than once will overwrite the previous values. ==== [NOTE] ==== As this is only syntactic sugar above `DISTFILES` and `MASTER_SITES`, the group names must adhere to the restrictions on group names outlined in crossref:makefiles[porting-master-sites-n, Multiple Distribution or Patches Files from Multiple Locations] ==== When fetching multiple files using GitLab, sometimes the default distribution file is not fetched from a GitLab site. To disable fetching the default distribution, set: [.programlisting] .... USE_GITLAB= nodefault .... [IMPORTANT] ==== When using `USE_GITLAB=nodefault`, the [.filename]#Makefile# must set `DISTFILES` in its crossref:makefiles[porting-order-portname,top block]. The definition should be: [.programlisting] .... DISTFILES= ${DISTNAME}${EXTRACT_SUFX} .... ==== [[makefile-master_sites-gitlab-multi]] .Use of `USE_GITLAB` with Multiple Distribution Files [example] ==== From time to time, there is a need to fetch more than one distribution file. For example, when the upstream git repository uses submodules. This can be done easily using groups in the `GL_*` variables: [.programlisting] .... PORTNAME= foo DISTVERSION= 1.0.2 USE_GITLAB= yes GL_SITE= https://gitlab.example.com:9434/gitlab:icons GL_ACCOUNT= bar:icons,contrib GL_PROJECT= foo-icons:icons foo-contrib:contrib GL_COMMIT= c189207a55da45305c884fe2b50e086fcad4724b ae7368cab1ca7ca754b38d49da064df87968ffe4:icons 9e4dd76ad9b38f33fdb417a4c01935958d5acd2a:contrib GL_SUBDIR= ext/icons:icons CONFIGURE_ARGS= --with-contrib=${WRKSRC_contrib} .... This will fetch two distribution files from gitlab.com and one from `gitlab.example.com` hosting GitLab. The default one comes from [.filename]#https://gitlab.com/foo/foo# and commit is `c189207a55da45305c884fe2b50e086fcad4724b`. The second one, with the `icons` group, comes from [.filename]#https://gitlab.example.com:9434/gitlab/bar/foo-icons# and commit is `ae7368cab1ca7ca754b38d49da064df87968ffe4`. The third one comes from [.filename]#https://gitlab.com/bar/foo-contrib# and is commit `9e4dd76ad9b38f33fdb417a4c01935958d5acd2a`. The distribution files are named [.filename]#foo-foo-c189207a55da45305c884fe2b50e086fcad4724b_GL0.tar.gz#, [.filename]#bar-foo-icons-ae7368cab1ca7ca754b38d49da064df87968ffe4_GL0.tar.gz#, and [.filename]#bar-foo-contrib-9e4dd76ad9b38f33fdb417a4c01935958d5acd2a_GL0.tar.gz#. All the distribution files are extracted in `${WRKDIR}` in their respective subdirectories. The default file is still extracted in `${WRKSRC}`, in this case, [.filename]#${WRKDIR}/foo-c189207a55da45305c884fe2b50e086fcad4724b-c189207a55da45305c884fe2b50e086fcad4724b#. Each additional distribution file is extracted in `${WRKSRC_group}`. Here, for the `icons` group, it is called `${WRKSRC_icons}` and it contains [.filename]#${WRKDIR}/foo-icons-ae7368cab1ca7ca754b38d49da064df87968ffe4-ae7368cab1ca7ca754b38d49da064df87968ffe4#. The file with the `contrib` group is called `${WRKSRC_contrib}` and contains `${WRKDIR}/foo-contrib-9e4dd76ad9b38f33fdb417a4c01935958d5acd2a-9e4dd76ad9b38f33fdb417a4c01935958d5acd2a`. The software's build system expects to find the icons in a [.filename]#ext/icons# subdirectory in its sources, so `GL_SUBDIR` is used. `GL_SUBDIR` makes sure that [.filename]#ext# exists, but that [.filename]#ext/icons# does not already exist. Then it does this: [.programlisting] .... post-extract: @${MV} ${WRKSRC_icons} ${WRKSRC}/ext/icons .... ==== [[makefile-master_sites-gitlab-multi2]] .Use of `USE_GITLAB` with Multiple Distribution Files Using `GL_TUPLE` [example] ==== This is functionally equivalent to -crossref:makefiles[makefile-master_sites-gitlab-multi,.Use of `USE_GITLAB` with Multiple Distribution Files], but using `GL_TUPLE`: +crossref:makefiles[makefile-master_sites-gitlab-multi,Use of `USE_GITLAB` with Multiple Distribution Files], but using `GL_TUPLE`: [.programlisting] .... PORTNAME= foo DISTVERSION= 1.0.2 USE_GITLAB= yes GL_COMMIT= c189207a55da45305c884fe2b50e086fcad4724b GL_TUPLE= https://gitlab.example.com:9434/gitlab:bar:foo-icons:ae7368cab1ca7ca754b38d49da064df87968ffe4:icons/ext/icons \ bar:foo-contrib:9e4dd76ad9b38f33fdb417a4c01935958d5acd2a:contrib CONFIGURE_ARGS= --with-contrib=${WRKSRC_contrib} .... Grouping was used in the previous example with `bar:icons,contrib`. Some redundant information is present with `GL_TUPLE` because grouping is not possible. ==== [[makefile-extract_sufx]] === `EXTRACT_SUFX` If there is 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 [.filename]#foo.tar.gzip# instead of the more normal [.filename]#foo.tar.gz#, write: [.programlisting] .... DISTNAME= foo EXTRACT_SUFX= .tar.gzip .... The `USES=tar[:__xxx__]`, `USES=lha` or `USES=zip` automatically set `EXTRACT_SUFX` to the most common archives extensions as necessary, see crossref:uses[uses,Using `USES` Macros] for more details. If neither of these are set then `EXTRACT_SUFX` defaults to `.tar.gz`. [NOTE] ==== As `EXTRACT_SUFX` is only used in `DISTFILES`, only set one of them.. ==== [[makefile-distfiles-definition]] === `DISTFILES` Sometimes the names of the files to be downloaded have no resemblance to the name of the port. For example, it might be called [.filename]#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. [.programlisting] .... DISTFILES= source1.tar.gz source2.tar.gz .... If not explicitly set, `DISTFILES` defaults to `${DISTNAME}${EXTRACT_SUFX}`. [[makefile-extract_only]] === `EXTRACT_ONLY` 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`. [.programlisting] .... DISTFILES= source.tar.gz manual.html EXTRACT_ONLY= source.tar.gz .... When none of the `DISTFILES` need to be uncompressed, set `EXTRACT_ONLY` to the empty string. [.programlisting] .... EXTRACT_ONLY= .... [[porting-patchfiles]] === `PATCHFILES` If the 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 (that is, `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 [.filename]#.Z#, [.filename]#.gz#, [.filename]#.bz2# or [.filename]#.xz#. If the patch is distributed with some other files, such as documentation, in a compressed tarball, using `PATCHFILES` is not possible. If that is the case, add the name and the location of the patch tarball to `DISTFILES` and `MASTER_SITES`. Then, use `EXTRA_PATCHES` to point to those files and [.filename]#bsd.port.mk# will automatically apply them. In particular, do _not_ copy patch files into [.filename]#${PATCHDIR}#. That directory may not be writable. [TIP] ==== If there are multiple patches and they need mixed values for the strip parameter, it can be added alongside the patch name in `PATCHFILES`, e.g: [.programlisting] .... PATCHFILES= patch1 patch2:-p1 .... This does not conflict with crossref:makefiles[porting-master-sites-n,the master site grouping feature], adding a group also works: [.programlisting] .... PATCHFILES= patch2:-p1:source2 .... ==== [NOTE] ==== 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 compressed tarball. Take extra care not to overwrite something that already exists in that directory if extracting it manually. Also, do not forget to add a command to remove the copied patch in the `pre-clean` target. ==== [[porting-master-sites-n]] === Multiple Distribution or Patches Files from Multiple Locations (Consider this to be a somewhat "advanced topic"; those new to this document may wish to skip this section at first). 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`. A little background first. OpenBSD has a neat feature inside `DISTFILES` and `PATCHFILES` which allows files and patches to be postfixed with `:n` identifiers. Here, `n` can be any word containing `[0-9a-zA-Z_]` and denote a group designation. For example: [.programlisting] .... DISTFILES= alpha:0 beta:1 .... In OpenBSD, distribution file [.filename]#alpha# will be associated with variable `MASTER_SITES0` instead of our common `MASTER_SITES` and [.filename]#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 [.filename]#beta# is carried by all sites in `MASTER_SITES`, and [.filename]#alpha# can only be found in the 20th site. It would be such a waste to check all of them if the maintainer knew this beforehand, would it not? Not a good start for that lovely weekend! Now that you have the idea, just imagine more `DISTFILES` and more `MASTER_SITES`. Surely our "distfiles survey meister" would appreciate the relief to network strain that 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. [IMPORTANT] ==== The group names cannot have dashes in them (`-`), in fact, they cannot have any characters out of the `[a-zA-Z0-9_]` range. This is because, while man:make[1] is ok with variable names containing dashes, man:sh[1] is not. ==== [[porting-master-sites-n-simplified]] ==== Simplified Information This section explains 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. More detailed information are available in crossref:makefiles[ports-master-sites-n-detailed, Detailed Information]. 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 "group name". Each site listed in `MASTER_SITES` is then followed by a colon, and the group that indicates which distribution files are downloaded from this site. For example, consider an application with the source split in two parts, [.filename]#source1.tar.gz# and [.filename]#source2.tar.gz#, which must be downloaded from two different sites. The port's [.filename]#Makefile# would include lines like -crossref:makefiles[ports-master-sites-n-example-simple-use-one-file-per-site,.Simplified Use of `MASTER_SITES:n` with One File Per Site]. +crossref:makefiles[ports-master-sites-n-example-simple-use-one-file-per-site,Simplified Use of `MASTER_SITES:n` with One File Per Site]. [[ports-master-sites-n-example-simple-use-one-file-per-site]] .Simplified Use of `MASTER_SITES:n` with One File Per Site [example] ==== [.programlisting] .... MASTER_SITES= ftp://ftp1.example.com/:source1 \ http://www.example.com/:source2 DISTFILES= source1.tar.gz:source1 \ source2.tar.gz:source2 .... ==== Multiple distribution files can have the same group. Continuing the previous example, suppose that there was a third distfile, [.filename]#source3.tar.gz#, that is downloaded from `ftp.example2.com`. The [.filename]#Makefile# would then be written like -crossref:makefiles[ports-master-sites-n-example-simple-use-more-than-one-file-per-site,.Simplified Use of `MASTER_SITES:n` with More Than One File Per Site]. +crossref:makefiles[ports-master-sites-n-example-simple-use-more-than-one-file-per-site,Simplified Use of `MASTER_SITES:n` with More Than One File Per Site]. [[ports-master-sites-n-example-simple-use-more-than-one-file-per-site]] .Simplified Use of `MASTER_SITES:n` with More Than One File Per Site [example] ==== [.programlisting] .... MASTER_SITES= ftp://ftp.example.com/:source1 \ http://www.example.com/:source2 DISTFILES= source1.tar.gz:source1 \ source2.tar.gz:source2 \ source3.tar.gz:source2 .... ==== [[ports-master-sites-n-detailed]] ==== Detailed Information Okay, so the previous example did not reflect the new port's needs? In this section we will explain in detail how the fine grained fetching mechanism `MASTER_SITES:n` works and how it can be used. . Elements can be postfixed with `:__n__` where _n_ is `[^:,]+`, that is, _n_ could conceptually be any alphanumeric string but we will limit it to `[a-zA-Z_][0-9a-zA-Z_]+` for now. + Moreover, string matching is case sensitive; that is, `n` is different from `N`. + However, these words cannot be used for postfixing purposes since they yield special meaning: `default`, `all` and `ALL` (they are used internally in item crossref:makefiles[porting-master-sites-n-what-changes-in-port-targets, ii]). Furthermore, `DEFAULT` is a special purpose word (check item crossref:makefiles[porting-master-sites-n-DEFAULT-group,3]). . Elements postfixed with `:n` belong to the group `n`, `:m` belong to group `m` and so forth. + [[porting-master-sites-n-DEFAULT-group]] . Elements without a postfix are groupless, they all belong to the special group `DEFAULT`. Any elements postfixed with `DEFAULT`, is just being redundant unless an element belongs to both `DEFAULT` and other groups at the same time (check item crossref:makefiles[porting-master-sites-n-comma-operator,5]). + These examples are equivalent but the first one is preferred: + [.programlisting] .... MASTER_SITES= alpha .... + [.programlisting] .... 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. + [[porting-master-sites-n-comma-operator]] . When an element belongs to several groups at the same time, 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 these examples are equivalent but the last one is preferred: + [.programlisting] .... MASTER_SITES= alpha alpha:SOME_SITE .... + [.programlisting] .... MASTER_SITES= alpha:DEFAULT alpha:SOME_SITE .... + [.programlisting] .... MASTER_SITES= alpha:SOME_SITE,DEFAULT .... + [.programlisting] .... 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. + [[porting-master-sites-n-group-semantics]] . Group semantics can be used in any of the variables `MASTER_SITES`, `PATCH_SITES`, `MASTER_SITE_SUBDIR`, `PATCH_SITE_SUBDIR`, `DISTFILES`, and `PATCHFILES` according to this 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 occurrences 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 preceding 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 - crossref:makefiles[ports-master-sites-n-example-detailed-use-master-site-subdir,.Detailed Use of `MASTER_SITES:n` in `MASTER_SITE_SUBDIR`] + crossref:makefiles[ports-master-sites-n-example-detailed-use-master-site-subdir,Detailed Use of `MASTER_SITES:n` in `MASTER_SITE_SUBDIR`] and - crossref:makefiles[ports-master-sites-n-example-detailed-use-complete-example-master-sites,.Detailed Use of `MASTER_SITES:n` with Comma Operator, Multiple Files, Multiple Sites and Multiple Subdirectories]. + crossref:makefiles[ports-master-sites-n-example-detailed-use-complete-example-master-sites,Detailed Use of `MASTER_SITES:n` with Comma Operator, Multiple Files, Multiple Sites and Multiple Subdirectories]. + [[ports-master-sites-n-example-detailed-use-master-site-subdir]] .Detailed Use of `MASTER_SITES:n` in `MASTER_SITE_SUBDIR` [example] ==== [.programlisting] .... MASTER_SITE_SUBDIR= old:n new/:NEW .... *** Directories within group `DEFAULT` -> old:n *** Directories within group `NEW` -> new ==== + [[ports-master-sites-n-example-detailed-use-complete-example-master-sites]] .Detailed Use of `MASTER_SITES:n` with Comma Operator, Multiple Files, Multiple Sites and Multiple Subdirectories [example] ==== [.programlisting] .... 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 this fine grained fetching. Sites are listed in the exact order they will be used. *** [.filename]#file1# will be fetched from **** `MASTER_SITE_OVERRIDE` **** http://site1/directory-trial:1/ **** http://site1/directory-one/ **** http://site1/directory/ **** http://site2/ **** http://site7/ **** `MASTER_SITE_BACKUP` *** [.filename]#file2# will be fetched exactly as [.filename]#file1# since they both belong to the same group **** `MASTER_SITE_OVERRIDE` **** http://site1/directory-trial:1/ **** http://site1/directory-one/ **** http://site1/directory/ **** http://site2/ **** http://site7/ **** `MASTER_SITE_BACKUP` *** [.filename]#file3# will be fetched from **** `MASTER_SITE_OVERRIDE` **** http://site3/ **** `MASTER_SITE_BACKUP` *** [.filename]#file4# will be fetched from **** `MASTER_SITE_OVERRIDE` **** http://site4/ **** http://site5/ **** http://site6/ **** http://site7/ **** http://site8/directory-one/ **** `MASTER_SITE_BACKUP` *** [.filename]#file5# will be fetched from **** `MASTER_SITE_OVERRIDE` **** `MASTER_SITE_BACKUP` *** [.filename]#file6# will be fetched from **** `MASTER_SITE_OVERRIDE` **** http://site8/ **** `MASTER_SITE_BACKUP` ==== . How do I group one of the special macros from [.filename]#bsd.sites.mk#, for example, SourceForge (`SF`)? + This has been simplified as much as possible. See -crossref:makefiles[ports-master-sites-n-example-detailed-use-master-site-sourceforge,.Detailed Use of `MASTER_SITES:n` with SourceForge (`SF`)]. +crossref:makefiles[ports-master-sites-n-example-detailed-use-master-site-sourceforge,Detailed Use of `MASTER_SITES:n` with SourceForge (`SF`)]. + [[ports-master-sites-n-example-detailed-use-master-site-sourceforge]] .Detailed Use of `MASTER_SITES:n` with SourceForge (`SF`) [example] ==== [.programlisting] .... MASTER_SITES= http://site1/ SF/something/1.0:sourceforge,TEST DISTFILES= something.tar.gz:sourceforge .... [.filename]#something.tar.gz# will be fetched from all sites within SourceForge. ==== . How do I use this with `PATCH*`? + All examples were done with `MASTER*` but they work exactly the same for `PATCH*` ones as can be seen in -crossref:makefiles[ports-master-sites-n-example-detailed-use-patch-sites,.Simplified Use of `MASTER_SITES:n` with `PATCH_SITES`]. +crossref:makefiles[ports-master-sites-n-example-detailed-use-patch-sites,Simplified Use of `MASTER_SITES:n` with `PATCH_SITES`]. + [[ports-master-sites-n-example-detailed-use-patch-sites]] .Simplified Use of `MASTER_SITES:n` with `PATCH_SITES` [example] ==== [.programlisting] .... PATCH_SITES= http://site1/ http://site2/:test PATCHFILES= patch1:test .... ==== [[port-master-sites-n-what-changed]] ==== What Does Change for Ports? What Does Not? [lowerroman] . 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 crossref:makefiles[porting-master-sites-n-group-semantics, 7]. + [[porting-master-sites-n-what-changes-in-port-targets]] . 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 - crossref:makefiles[ports-master-sites-n-example-detailed-use-complete-example-master-sites,.Detailed Use of `MASTER_SITES:n` with Comma Operator, Multiple Files, Multiple Sites and Multiple Subdirectories]. + crossref:makefiles[ports-master-sites-n-example-detailed-use-complete-example-master-sites,Detailed Use of `MASTER_SITES:n` with Comma Operator, Multiple Files, Multiple Sites and Multiple Subdirectories]. ** `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 crossref:makefiles[porting-master-sites-n-new-port-targets-master-sites-all, B] 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. + [[porting-master-sites-n-new-port-targets-master-sites-all]] .. 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`. [[makefile-dist_subdir]] === `DIST_SUBDIR` Do not let the port clutter [.filename]#/usr/ports/distfiles#. If the port requires a lot of files to be fetched, or contains a file that has a name that might conflict with other ports (for example, [.filename]#Makefile#), set `DIST_SUBDIR` to the name of the port (`${PORTNAME}` or `${PKGNAMEPREFIX}${PORTNAME}` are fine). This will change `DISTDIR` from the default [.filename]#/usr/ports/distfiles# to [.filename]#/usr/ports/distfiles/${DIST_SUBDIR}#, and in effect puts everything that is required for the port into that subdirectory. It will also look at the subdirectory with the same name on the backup master site at http://distcache.FreeBSD.org[http://distcache.FreeBSD.org] (Setting `DISTDIR` explicitly in [.filename]#Makefile# will not accomplish this, so please use `DIST_SUBDIR`.) [NOTE] ==== This does not affect `MASTER_SITES` defined in the [.filename]#Makefile#. ==== [[makefile-maintainer]] == `MAINTAINER` Set your mail-address here. Please. _:-)_ Only a single address without the comment part is allowed as a `MAINTAINER` value. The format used is `user@hostname.domain`. Please do not include any descriptive text such as a real name in this entry. That merely confuses the Ports infrastructure and most tools using it. The maintainer is responsible for keeping the port up to date and making sure that it works correctly. For a detailed description of the responsibilities of a port maintainer, refer to extref:{contributing}[The challenge for port maintainers, maintain-port]. [NOTE] ==== A maintainer volunteers to keep a port in good working order. Maintainers have the primary responsibility for their ports, but not exclusive ownership. Ports exist for the benefit of the community and, in reality, belong to the community. What this means is that people other than the maintainer can make changes to a port. Large changes to the Ports Collection might require changes to many ports. The FreeBSD Ports Management Team or members of other teams might modify ports to fix dependency issues or other problems, like a version bump for a shared library update. Some types of fixes have "blanket approval" from the {portmgr}, allowing any committer to fix those categories of problems on any port. These fixes do not need approval from the maintainer. Blanket approval for most ports applies to fixes like infrastructure changes, or trivial and _tested_ build and runtime fixes. The current list is available in extref:{committers-guide}[Ports section of the Committer's Guide, ports-qa-misc-blanket-approval]. ==== Other changes to the port will be sent to the maintainer for review and approval before being committed. If the maintainer does not respond to an update request after two weeks (excluding major public holidays), then that is considered a maintainer timeout, and the update can be made without explicit maintainer approval. If the maintainer does not respond within three months, or if there have been three consecutive timeouts, then that maintainer is considered absent without leave, and all of their ports can be assigned back to the pool. Exceptions to this are anything maintained by the {portmgr}, or the {security-officer}. No unauthorized commits may ever be made to ports maintained by those groups. We reserve the right to modify the maintainer's submission to better match existing policies and style of the Ports Collection without explicit blessing from the submitter or the maintainer. Also, large infrastructural changes can result in a port being modified without the maintainer's consent. These kinds of changes will never affect the port's functionality. The {portmgr} reserves the right to revoke or override anyone's maintainership for any reason, and the {security-officer} reserves the right to revoke or override maintainership for security reasons. [[makefile-comment]] == `COMMENT` The comment is a one-line description of a port shown by `pkg info`. Please follow these rules when composing it: . The COMMENT string should be 70 characters or less. . Do _not_ include the package name or version number of software. . The comment must begin with a capital and end without a period. . Do not start with an indefinite article (that is, A or An). . Capitalize names such as Apache, JavaScript, or Perl. . Use a serial comma for lists of words: "green, red, and blue." . Check for spelling errors. Here is an example: [.programlisting] .... COMMENT= Cat chasing a mouse all over the screen .... The COMMENT variable immediately follows the MAINTAINER variable in the [.filename]#Makefile#. [[makefile-www]] == Project website Each port should point to a website that provides more information about the software. Whenever possible, this should be the official project website maintained by the developers of the software. [.programlisting] .... WWW= https://ffmpeg.org/ .... But it can also be a directory or resource in the source code repository: [.programlisting] .... WWW= https://sourceforge.net/projects/mpd/ .... The WWW variable immediately follows the COMMENT variable in the [.filename]#Makefile#. If the same content can be accessed via HTTP and HTTPS, the URL starting with `https://` shall be used. If the URI is the root of the website or directory, it must be terminated with a slash. This information used to be placed into the last line of the [.filename]#pkg-descr# file. It has been moved into the Makefile for easier maintenance and processing. Having a `WWW:` line at the end of the [.filename]#pkg-descr# file is deprecated. [[licenses]] == Licenses Each port must document the license under which it is available. If it is not an OSI approved license it must also document any restrictions on redistribution. [[licenses-license]] === `LICENSE` A short name for the license or licenses if more than one license apply. -If it is one of the licenses listed in crossref:makefiles[licenses-license-list,.Predefined License List], only `LICENSE_FILE` and `LICENSE_DISTFILES` variables can be set. +If it is one of the licenses listed in crossref:makefiles[licenses-license-list,Predefined License List], only `LICENSE_FILE` and `LICENSE_DISTFILES` variables can be set. If this is a license that has not been defined in the ports framework (see -crossref:makefiles[licenses-license-list,.Predefined License List]), the `LICENSE_PERMS` and `LICENSE_NAME` must be set, along with either `LICENSE_FILE` or `LICENSE_TEXT`. +crossref:makefiles[licenses-license-list,Predefined License List]), the `LICENSE_PERMS` and `LICENSE_NAME` must be set, along with either `LICENSE_FILE` or `LICENSE_TEXT`. `LICENSE_DISTFILES` and `LICENSE_GROUPS` can also be set, but are not required. -The predefined licenses are shown in crossref:makefiles[licenses-license-list,.Predefined License List]. +The predefined licenses are shown in crossref:makefiles[licenses-license-list,Predefined License List]. The current list is always available in [.filename]#Mk/bsd.licenses.db.mk#. [[licenses-license-ex1]] .Simplest Usage, Predefined Licenses [example] ==== When the [.filename]#README# of some software says "This software is under the terms of the GNU Lesser General Public License as published by the Free Software Foundation; either version 2.1 of the License, or (at your option) any later version." but does not provide the license file, use this: [.programlisting] .... LICENSE= LGPL21+ .... When the software provides the license file, use this: [.programlisting] .... LICENSE= LGPL21+ LICENSE_FILE= ${WRKSRC}/COPYING .... ==== For the predefined licenses, the default permissions are `dist-mirror dist-sell pkg-mirror pkg-sell auto-accept`. [[licenses-license-list]] .Predefined License List [cols="1,1,1,1", frame="none", options="header"] |=== | Short Name | Name | Group | Permissions |`AGPLv3` |GNU Affero General Public License version 3 |`FSF GPL OSI` |(default) |`AGPLv3+` |GNU Affero General Public License version 3 (or later) |`FSF GPL OSI` |(default) |`APACHE10` |Apache License 1.0 |`FSF` |(default) |`APACHE11` |Apache License 1.1 |`FSF OSI` |(default) |`APACHE20` |Apache License 2.0 |`FSF OSI` |(default) |`ART10` |Artistic License version 1.0 |`OSI` |(default) |`ART20` |Artistic License version 2.0 |`FSF GPL OSI` |(default) |`ARTPERL10` |Artistic License (perl) version 1.0 |`OSI` |(default) |`BSD` |BSD license Generic Version (deprecated) |`FSF OSI COPYFREE` |(default) |`BSD2CLAUSE` |BSD 2-clause "Simplified" License |`FSF OSI COPYFREE` |(default) |`BSD3CLAUSE` |BSD 3-clause "New" or "Revised" License |`FSF OSI COPYFREE` |(default) |`BSD4CLAUSE` |BSD 4-clause "Original" or "Old" License |`FSF` |(default) |`BSL` |Boost Software License |`FSF OSI COPYFREE` |(default) |`CC-BY-1.0` |Creative Commons Attribution 1.0 | |(default) |`CC-BY-2.0` |Creative Commons Attribution 2.0 | |(default) |`CC-BY-2.5` |Creative Commons Attribution 2.5 | |(default) |`CC-BY-3.0` |Creative Commons Attribution 3.0 | |(default) |`CC-BY-4.0` |Creative Commons Attribution 4.0 | |(default) |`CC-BY-NC-1.0` |Creative Commons Attribution Non Commercial 1.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-2.0` |Creative Commons Attribution Non Commercial 2.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-2.5` |Creative Commons Attribution Non Commercial 2.5 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-3.0` |Creative Commons Attribution Non Commercial 3.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-4.0` |Creative Commons Attribution Non Commercial 4.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-ND-1.0` |Creative Commons Attribution Non Commercial No Derivatives 1.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-ND-2.0` |Creative Commons Attribution Non Commercial No Derivatives 2.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-ND-2.5` |Creative Commons Attribution Non Commercial No Derivatives 2.5 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-ND-3.0` |Creative Commons Attribution Non Commercial No Derivatives 3.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-ND-4.0` |Creative Commons Attribution Non Commercial No Derivatives 4.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-SA-1.0` |Creative Commons Attribution Non Commercial Share Alike 1.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-SA-2.0` |Creative Commons Attribution Non Commercial Share Alike 2.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-SA-2.5` |Creative Commons Attribution Non Commercial Share Alike 2.5 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-SA-3.0` |Creative Commons Attribution Non Commercial Share Alike 3.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-NC-SA-4.0` |Creative Commons Attribution Non Commercial Share Alike 4.0 | |`dist-mirror``pkg-mirror``auto-accept` |`CC-BY-ND-1.0` |Creative Commons Attribution No Derivatives 1.0 | |(default) |`CC-BY-ND-2.0` |Creative Commons Attribution No Derivatives 2.0 | |(default) |`CC-BY-ND-2.5` |Creative Commons Attribution No Derivatives 2.5 | |(default) |`CC-BY-ND-3.0` |Creative Commons Attribution No Derivatives 3.0 | |(default) |`CC-BY-ND-4.0` |Creative Commons Attribution No Derivatives 4.0 | |(default) |`CC-BY-SA-1.0` |Creative Commons Attribution Share Alike 1.0 | |(default) |`CC-BY-SA-2.0` |Creative Commons Attribution Share Alike 2.0 | |(default) |`CC-BY-SA-2.5` |Creative Commons Attribution Share Alike 2.5 | |(default) |`CC-BY-SA-3.0` |Creative Commons Attribution Share Alike 3.0 | |(default) |`CC-BY-SA-4.0` |Creative Commons Attribution Share Alike 4.0 | |(default) |`CC0-1.0` |Creative Commons Zero v1.0 Universal |`FSF GPL COPYFREE` |(default) |`CDDL` |Common Development and Distribution License |`FSF OSI` |(default) |`CPAL-1.0` |Common Public Attribution License |`FSF OSI` |(default) |`ClArtistic` |Clarified Artistic License |`FSF GPL OSI` |(default) |`EPL` |Eclipse Public License |`FSF OSI` |(default) |`GFDL` |GNU Free Documentation License |`FSF` |(default) |`GMGPL` |GNAT Modified General Public License |`FSF GPL OSI` |(default) |`GPLv1` |GNU General Public License version 1 |`FSF GPL OSI` |(default) |`GPLv1+` |GNU General Public License version 1 (or later) |`FSF GPL OSI` |(default) |`GPLv2` |GNU General Public License version 2 |`FSF GPL OSI` |(default) |`GPLv2+` |GNU General Public License version 2 (or later) |`FSF GPL OSI` |(default) |`GPLv3` |GNU General Public License version 3 |`FSF GPL OSI` |(default) |`GPLv3+` |GNU General Public License version 3 (or later) |`FSF GPL OSI` |(default) |`GPLv3RLE` |GNU GPL version 3 Runtime Library Exception |`FSF GPL OSI` |(default) |`GPLv3RLE+` |GNU GPL version 3 Runtime Library Exception (or later) |`FSF GPL OSI` |(default) |`ISCL` |Internet Systems Consortium License |`FSF GPL OSI COPYFREE` |(default) |`LGPL20` |GNU Library General Public License version 2.0 |`FSF GPL OSI` |(default) |`LGPL20+` |GNU Library General Public License version 2.0 (or later) |`FSF GPL OSI` |(default) |`LGPL21` |GNU Lesser General Public License version 2.1 |`FSF GPL OSI` |(default) |`LGPL21+` |GNU Lesser General Public License version 2.1 (or later) |`FSF GPL OSI` |(default) |`LGPL3` |GNU Lesser General Public License version 3 |`FSF GPL OSI` |(default) |`LGPL3+` |GNU Lesser General Public License version 3 (or later) |`FSF GPL OSI` |(default) |`LPPL10` |LaTeX Project Public License version 1.0 |`FSF OSI` |`dist-mirror dist-sell` |`LPPL11` |LaTeX Project Public License version 1.1 |`FSF OSI` |`dist-mirror dist-sell` |`LPPL12` |LaTeX Project Public License version 1.2 |`FSF OSI` |`dist-mirror dist-sell` |`LPPL13` |LaTeX Project Public License version 1.3 |`FSF OSI` |`dist-mirror dist-sell` |`LPPL13a` |LaTeX Project Public License version 1.3a |`FSF OSI` |`dist-mirror dist-sell` |`LPPL13b` |LaTeX Project Public License version 1.3b |`FSF OSI` |`dist-mirror dist-sell` |`LPPL13c` |LaTeX Project Public License version 1.3c |`FSF OSI` |`dist-mirror dist-sell` |`MIT` |MIT license / X11 license |`COPYFREE FSF GPL OSI` |(default) |`MPL10` |Mozilla Public License version 1.0 |`FSF OSI` |(default) |`MPL11` |Mozilla Public License version 1.1 |`FSF OSI` |(default) |`MPL20` |Mozilla Public License version 2.0 |`FSF OSI` |(default) |`NCSA` |University of Illinois/NCSA Open Source License |`COPYFREE FSF GPL OSI` |(default) |`NONE` |No license specified | |`none` |`OFL10` |SIL Open Font License version 1.0 (https://scripts.sil.org/OFL/) |`FONTS` |(default) |`OFL11` |SIL Open Font License version 1.1 (https://scripts.sil.org/OFL/) |`FONTS` |(default) |`OWL` |Open Works License (owl.apotheon.org) |`COPYFREE` |(default) |`OpenSSL` |OpenSSL License |`FSF` |(default) |`PD` |Public Domain |`GPL COPYFREE` |(default) |`PHP202` |PHP License version 2.02 |`FSF OSI` |(default) |`PHP30` |PHP License version 3.0 |`FSF OSI` |(default) |`PHP301` |PHP License version 3.01 |`FSF OSI` |(default) |`PSFL` |Python Software Foundation License |`FSF GPL OSI` |(default) |`PostgreSQL` |PostgreSQL License |`FSF GPL OSI COPYFREE` |(default) |`RUBY` |Ruby License |`FSF` |(default) |`UNLICENSE` |The Unlicense |`COPYFREE FSF GPL` |(default) |`WTFPL` |Do What the Fuck You Want To Public License version 2 |`GPL FSF COPYFREE` |(default) |`WTFPL1` |Do What the Fuck You Want To Public License version 1 |`GPL FSF COPYFREE` |(default) |`ZLIB` |zlib License |`GPL FSF OSI` |(default) |`ZPL21` |Zope Public License version 2.1 |`GPL OSI` |(default) |=== [[licenses-license_perms]] === `LICENSE_PERMS` and `LICENSE_PERMS_NAME_` Permissions. use `none` if empty. .License Permissions List [[licenses-license_perms-dist-mirror]] `dist-mirror`:: Redistribution of the distribution files is permitted. The distribution files will be added to the FreeBSD `MASTER_SITE_BACKUP` CDN. [[licenses-license_perms-no-dist-mirror]] `no-dist-mirror`:: Redistribution of the distribution files is prohibited. This is equivalent to setting crossref:special[porting-restrictions-restricted,`RESTRICTED`]. The distribution files will _not_ be added to the FreeBSD `MASTER_SITE_BACKUP` CDN. [[licenses-license_perms-dist-sell]] `dist-sell`:: Selling of distribution files is permitted. The distribution files will be present on the installer images. [[licenses-license_perms-no-dist-sell]] `no-dist-sell`:: Selling of distribution files is prohibited. This is equivalent to setting crossref:special[porting-restrictions-no_cdrom,`NO_CDROM`]. [[licenses-license_perms-pkg-mirror]] `pkg-mirror`:: Free redistribution of package is permitted. The package will be distributed on the FreeBSD package CDN https://pkg.freebsd.org/[https://pkg.freebsd.org/]. [[licenses-license_perms-no-pkg-mirror]] `no-pkg-mirror`:: Free redistribution of package is prohibited. Equivalent to setting crossref:special[porting-restrictions-no_package,`NO_PACKAGE`]. The package will _not_ be distributed from the FreeBSD package CDN https://pkg.freebsd.org/[https://pkg.freebsd.org/]. [[licenses-license_perms-pkg-sell]] `pkg-sell`:: Selling of package is permitted. The package will be present on the installer images. [[licenses-license_perms-no-pkg-sell]] `no-pkg-sell`:: Selling of package is prohibited. This is equivalent to setting crossref:special[porting-restrictions-no_cdrom,`NO_CDROM`]. The package will _not_ be present on the installer images. [[licenses-license_perms-auto-accept]] `auto-accept`:: License is accepted by default. Prompts to accept a license are not displayed unless the user has defined `LICENSES_ASK`. Use this unless the license states the user must accept the terms of the license. [[licenses-license_perms-no-auto-accept]] `no-auto-accept`:: License is not accepted by default. The user will always be asked to confirm the acceptance of this license. This must be used if the license states that the user must accept its terms. When both `_permission_` and `no-_permission_` is present the `no-_permission_` will cancel `_permission_`. When `_permission_` is not present, it is considered to be a `no-_permission_`. [WARNING] ==== Some missing permissions will prevent a port (and all ports depending on it) from being usable by package users: A port without the `auto-accept` permission will never be be built and all the ports depending on it will be ignored. A port without the `pkg-mirror` permission will be removed, as well as all the ports depending on it, after the build and they will ever end up being distributed. ==== [[licenses-license_perms-ex1]] .Nonstandard License [example] ==== Read the terms of the license and translate those using the available permissions. [.programlisting] .... LICENSE= UNKNOWN LICENSE_NAME= unknown LICENSE_TEXT= This program is NOT in public domain.\ It can be freely distributed for non-commercial purposes only. LICENSE_PERMS= dist-mirror no-dist-sell pkg-mirror no-pkg-sell auto-accept .... ==== [[licenses-license_perms-ex2]] .Standard and Nonstandard Licenses [example] ==== Read the terms of the license and express those using the available permissions. In case of doubt, please ask for guidance on the {freebsd-ports}. [.programlisting] .... LICENSE= WARSOW GPLv2 LICENSE_COMB= multi LICENSE_NAME_WARSOW= Warsow Content License LICENSE_FILE_WARSOW= ${WRKSRC}/docs/license.txt LICENSE_PERMS_WARSOW= dist-mirror pkg-mirror auto-accept .... When the permissions of the GPLv2 and the UNKNOWN licenses are mixed, the port ends up with `dist-mirror dist-sell pkg-mirror pkg-sell auto-accept dist-mirror no-dist-sell pkg-mirror no-pkg-sell auto-accept`. The `no-_permissions_` cancel the _permissions_. The resulting list of permissions are _dist-mirror pkg-mirror auto-accept_. The distribution files and the packages will not be available on the installer images. ==== [[licenses-license_groups]] === `LICENSE_GROUPS` and `LICENSE_GROUPS_NAME` Groups the license belongs. .Predefined License Groups List [[licenses-license_groups-FSF]] `FSF`:: Free Software Foundation Approved, see the https://www.fsf.org/licensing/[FSF Licensing & Compliance Team]. [[licenses-license_groups-GPL]] `GPL`:: GPL Compatible [[licenses-license_groups-OSI]] `OSI`:: OSI Approved, see the Open Source Initiative https://opensource.org/licenses/[Open Source Licenses] page. [[licenses-license_groups-COPYFREE]] `COPYFREE`:: Comply with Copyfree Standard Definition, see the https://copyfree.org/standard/licenses/[Copyfree Licenses] page. [[licenses-license_groups-FONTS]] `FONTS`:: Font licenses [[licenses-license_name]] === `LICENSE_NAME` and `LICENSE_NAME_NAME` Full name of the license. [[licenses-license_name-ex1]] .`LICENSE_NAME` [example] ==== [.programlisting] .... LICENSE= UNRAR LICENSE_NAME= UnRAR License LICENSE_FILE= ${WRKSRC}/license.txt LICENSE_PERMS= dist-mirror dist-sell pkg-mirror pkg-sell auto-accept .... ==== [[licenses-license_file]] === `LICENSE_FILE` and `LICENSE_FILE_NAME` Full path to the file containing the license text, usually [.filename]#${WRKSRC}/some/file#. If the file is not in the distfile, and its content is too long to be put in crossref:makefiles[licenses-license_text,`LICENSE_TEXT`], put it in a new file in [.filename]#${FILESDIR}#. [[licenses-license_file-ex1]] .`LICENSE_FILE` [example] ==== [.programlisting] .... LICENSE= GPLv3+ LICENSE_FILE= ${WRKSRC}/COPYING .... ==== [[licenses-license_text]] === `LICENSE_TEXT` and `LICENSE_TEXT_NAME` Text to use as a license. Useful when the license is not in the distribution files and its text is short. [[licenses-license_text-ex1]] .`LICENSE_TEXT` [example] ==== [.programlisting] .... LICENSE= UNKNOWN LICENSE_NAME= unknown LICENSE_TEXT= This program is NOT in public domain.\ It can be freely distributed for non-commercial purposes only,\ and THERE IS NO WARRANTY FOR THIS PROGRAM. LICENSE_PERMS= dist-mirror no-dist-sell pkg-mirror no-pkg-sell auto-accept .... ==== [[licenses-license_distfiles]] === `LICENSE_DISTFILES` and `LICENSE_DISTFILES_NAME` The distribution files to which the licenses apply. Defaults to all the distribution files. [[licenses-license_distfiles-ex1]] .`LICENSE_DISTFILES` [example] ==== Used when the distribution files do not all have the same license. For example, one has a code license, and another has some artwork that cannot be redistributed: [.programlisting] .... MASTER_SITES= SF/some-game DISTFILES= ${DISTNAME}${EXTRACT_SUFX} artwork.zip LICENSE= BSD3CLAUSE ARTWORK LICENSE_COMB= dual LICENSE_NAME_ARTWORK= The game artwork license LICENSE_TEXT_ARTWORK= The README says that the files cannot be redistributed LICENSE_PERMS_ARTWORK= pkg-mirror pkg-sell auto-accept LICENSE_DISTFILES_BSD3CLAUSE= ${DISTNAME}${EXTRACT_SUFX} LICENSE_DISTFILES_ARTWORK= artwork.zip .... ==== [[licenses-license_comb]] === `LICENSE_COMB` Set to `multi` if all licenses apply. Set to `dual` if any license applies. Defaults to `single`. [[licenses-license_comb-ex1]] .Dual Licenses [example] ==== When a port says "This software may be distributed under the GNU General Public License or the Artistic License", it means that either license can be used. Use this: [.programlisting] .... LICENSE= ART10 GPLv1 LICENSE_COMB= dual .... If license files are provided, use this: [.programlisting] .... LICENSE= ART10 GPLv1 LICENSE_COMB= dual LICENSE_FILE_ART10= ${WRKSRC}/Artistic LICENSE_FILE_GPLv1= ${WRKSRC}/Copying .... ==== [[licenses-license_comb-ex2]] .Multiple Licenses [example] ==== When part of a port has one license, and another part has a different license, use `multi`: [.programlisting] .... LICENSE= GPLv2 LGPL21+ LICENSE_COMB= multi .... ==== [[makefile-portscout]] == `PORTSCOUT` Portscout is an automated distfile check utility for the FreeBSD Ports Collection, described in detail in crossref:keeping-up[distfile-survey,Portscout: the FreeBSD Ports Distfile Scanner]. `PORTSCOUT` defines special conditions within which the Portscout distfile scanner is restricted. Situations where `PORTSCOUT` is set include: * When distfiles have to be ignored for specific versions. For example, to exclude version _8.2_ and version _8.3_ from distfile version checks because they are known to be broken, add: + [.programlisting] .... PORTSCOUT= skipv:8.2,8.3 .... * When distfile version checks have to be disabled completely. For example, if a port is not going to be updated ever again, add: + [.programlisting] .... PORTSCOUT= ignore:1 .... * When specific versions or specific major and minor revisions of a distfile must be checked. For example, if only version _0.6.4_ must be monitored because newer versions have compatibility issues with FreeBSD, add: + [.programlisting] .... PORTSCOUT= limit:^0\.6\.4 .... * When URLs listing the available versions differ from the download URLs. For example, to limit distfile version checks to the download page for the package:databases/pgtune[] port, add: + [.programlisting] .... PORTSCOUT= site:http://www.renpy.org/dl/release/ .... [[makefile-depend]] == Dependencies Many ports depend on other ports. This is a very convenient feature of most Unix-like operating systems, including FreeBSD. Multiple ports can share a common dependency, rather than bundling that dependency with every port or package that needs it. There are seven variables that can be used 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. [IMPORTANT] ==== When software has extra dependencies that provide extra features, the base dependencies listed in `*_DEPENDS` should include the extra dependencies that would benefit most users. The base dependencies should never be a "minimal" dependency set. The goal is not to include every dependency possible. Only include those that will benefit most people. ==== [[makefile-lib_depends]] === `LIB_DEPENDS` This variable specifies the shared libraries this port depends on. It is a list of `_lib:dir_` 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. For example, [.programlisting] .... LIB_DEPENDS= libjpeg.so:graphics/jpeg .... will check for a shared jpeg library with any version, and descend into the [.filename]#graphics/jpeg# subdirectory of the ports tree to build and install it if it is not found. The dependency is checked twice, once from within the `build` target and then from within the `install` target. Also, the name of the dependency is put into the package so that `pkg install` (see man:pkg-install[8]) will automatically install it if it is not on the user's system. [[makefile-run_depends]] === `RUN_DEPENDS` 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 search path. For example, [.programlisting] .... RUN_DEPENDS= ${LOCALBASE}/news/bin/innd:news/inn \ xmlcatmgr:textproc/xmlcatmgr .... will check if the file or directory [.filename]#/usr/local/news/bin/innd# exists, and build and install it from the [.filename]#news/inn# subdirectory of the ports tree if it is not found. It will also see if an executable called `xmlcatmgr` is in the search path, and descend into [.filename]#textproc/xmlcatmgr# to build and install it if it is not found. [NOTE] ==== In this case, `innd` is actually an executable; if an executable is in a place that is not expected to be in the search path, use the full pathname. ==== [NOTE] ==== The official search `PATH` used on the ports build cluster is [.programlisting] .... /sbin:/bin:/usr/sbin:/usr/bin:/usr/local/sbin:/usr/local/bin .... ==== The dependency is checked from within the `install` target. Also, the name of the dependency is put into the package so that `pkg install` (see man:pkg-install[8]) 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`. A quite common situation is when `RUN_DEPENDS` is literally the same as `BUILD_DEPENDS`, especially if ported software is written in a scripted language or if it requires the same build and run-time environment. In this case, it is both tempting and intuitive to directly assign one to the other: [.programlisting] .... RUN_DEPENDS= ${BUILD_DEPENDS} .... However, such assignment can pollute run-time dependencies with entries not defined in the port's original `BUILD_DEPENDS`. This happens because of man:make[1]'s lazy evaluation of variable assignment. Consider a [.filename]#Makefile# with `USE_*`, which are processed by [.filename]#ports/Mk/bsd.*.mk# to augment initial build dependencies. For example, `USES= gmake` adds package:devel/gmake[] to `BUILD_DEPENDS`. To prevent such additional dependencies from polluting `RUN_DEPENDS`, create another variable with the current content of `BUILD_DEPENDS` and assign it to both `BUILD_DEPENDS` and `RUN_DEPENDS`: [.programlisting] .... MY_DEPENDS= some:devel/some \ other:lang/other BUILD_DEPENDS= ${MY_DEPENDS} RUN_DEPENDS= ${MY_DEPENDS} .... [IMPORTANT] ==== _Do not_ use `:=` to assign `BUILD_DEPENDS` to `RUN_DEPENDS` or vice-versa. All variables are expanded immediately, which is exactly the wrong thing to do and almost always a failure. ==== [[makefile-build_depends]] === `BUILD_DEPENDS` 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, [.programlisting] .... BUILD_DEPENDS= unzip:archivers/unzip .... will check for an executable called `unzip`, and descend into the [.filename]#archivers/unzip# subdirectory of the ports tree to build and install it if it is not found. [NOTE] ==== "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` ==== [[makefile-fetch_depends]] === `FETCH_DEPENDS` 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, [.programlisting] .... FETCH_DEPENDS= ncftp2:net/ncftp2 .... will check for an executable called `ncftp2`, and descend into the [.filename]#net/ncftp2# subdirectory of the 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`. [[makefile-extract_depends]] === `EXTRACT_DEPENDS` This variable specifies executables or files this port requires for extraction. Like the previous, it is a list of ``_path:dir_``[:``_target_``] tuples. For example, [.programlisting] .... EXTRACT_DEPENDS= unzip:archivers/unzip .... will check for an executable called `unzip`, and descend into the [.filename]#archivers/unzip# subdirectory of the ports tree to build and install it if it is not found. The dependency is checked from within the `extract` target. The _target_ part can be omitted if it is the same as `DEPENDS_TARGET`. [NOTE] ==== Use this variable only if the extraction does not already work (the default assumes `tar`) and cannot be made to work using `USES=tar`, `USES=lha` or `USES=zip` described in crossref:uses[uses,Using `USES` Macros]. ==== [[makefile-patch_depends]] === `PATCH_DEPENDS` This variable specifies executables or files this port requires to patch. Like the previous, it is a list of ``_path:dir_``[:``_target_``] tuples. For example, [.programlisting] .... PATCH_DEPENDS= ${NONEXISTENT}:java/jfc:extract .... will descend into the [.filename]#java/jfc# subdirectory of the ports tree to extract it. The dependency is checked from within the `patch` target. The _target_ part can be omitted if it is the same as `DEPENDS_TARGET`. [[makefile-uses]] === `USES` Parameters can be added to define different features and dependencies used by the port. They are specified by adding this line to the [.filename]#Makefile#: [.programlisting] .... USES= feature[:arguments] .... For the complete list of values, please see crossref:uses[uses,Using `USES` Macros]. [WARNING] ==== `USES` cannot be assigned after inclusion of [.filename]#bsd.port.pre.mk#. ==== [[makefile-use-vars]] === `USE_*` Several variables exist to define common dependencies shared by many ports. Their use is optional, but helps to reduce the verbosity of the port [.filename]##Makefile##s. Each of them is styled as `USE_*`. These variables may be used only in the port [.filename]##Makefile##s and [.filename]#ports/Mk/bsd.*.mk#. They are not meant for user-settable options - use `PORT_OPTIONS` for that purpose. [NOTE] ==== It is _always_ incorrect to set any `USE_*` in [.filename]#/etc/make.conf#. For instance, setting [.programlisting] .... USE_GCC=X.Y .... (where X.Y is version number) would add a dependency on gccXY for every port, including `lang/gccXY` itself! ==== [[makefile-use-vars-table]] .`USE_*` [cols="1,1", frame="none", options="header"] |=== | Variable | Means |`USE_GCC` a| The port requires GCC (`gcc` or `{g-plus-plus}`) to build. Some ports need a specific, old GCC version, some require modern, recent versions. It is typically set to `yes` (means always use stable, modern GCC from ports per `GCC_DEFAULT` in [.filename]#Mk/bsd.default-versions.mk#). This is also the default value. The exact version can also be specified, with a value such as `10`. GCC from the base system is used when it satisfies the requested version, otherwise an appropriate compiler is built from ports, and `CC` and `CXX` are adjusted accordingly. The `:build` argument following the version specifier adds only a build time dependency to the port. For example: [example] ==== [.programlisting] .... USE_GCC=yes # port requires a current version of GCC USE_GCC=11:build # port requires GCC 11 at build time only .... ==== [NOTE] ==== `USE_GCC=any` is deprecated and should not be used in new ports ==== |=== Variables related to gmake and [.filename]#configure# are described in crossref:special[building,Building Mechanisms], while autoconf, automake and libtool are described in crossref:special[using-autotools,Using GNU Autotools]. Perl related variables are described in crossref:special[using-perl,Using Perl]. X11 variables are listed in crossref:special[using-x11,Using X11]. crossref:special[using-gnome,Using Gnome] deals with GNOME and crossref:special[using-kde,Using KDE] with KDE related variables. crossref:special[using-java,Using Java] documents Java variables, while crossref:special[using-php,Web Applications, Apache and PHP] contains information on Apache, PHP and PEAR modules. Python is discussed in crossref:special[using-python,Using Python], while Ruby in crossref:special[using-ruby,Using Ruby]. crossref:special[using-sdl,Using SDL] provides variables used for SDL applications and finally, crossref:special[using-xfce,Using Xfce] contains information on Xfce. [[makefile-version-dependency]] === Minimal Version of a Dependency A minimal version of a dependency can be specified in any `*_DEPENDS` except `LIB_DEPENDS` using this syntax: [.programlisting] .... p5-Spiffy>=0.26:devel/p5-Spiffy .... The first field contains a dependent package name, which must match the entry in the package database, a comparison sign, and a package version. The dependency is satisfied if p5-Spiffy-0.26 or newer is installed on the machine. [[makefile-note-on-dependencies]] === 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 [.filename]#Makefile#. If the port needs a special way to handle a dependency, use the `:target` part of `*_DEPENDS` instead of redefining `DEPENDS_TARGET`. When running `make clean`, the port dependencies are automatically cleaned too. If this is not desirable, define `NOCLEANDEPENDS` in the environment. This may be particularly desirable if the port has something that takes a long time to rebuild in its dependency list, such as KDE, GNOME or Mozilla. To depend on another port unconditionally, use the variable `${NONEXISTENT}` as the first field of `BUILD_DEPENDS` or `RUN_DEPENDS`. Use this only when the source of the other port is needed. Compilation time can be saved by specifying the target too. For instance [.programlisting] .... BUILD_DEPENDS= ${NONEXISTENT}:graphics/jpeg:extract .... will always descend to the `jpeg` port and extract it. [[makefile-circular-dependencies]] === Circular Dependencies Are Fatal [IMPORTANT] ==== Do not introduce any circular dependencies into the ports tree! ==== The ports building technology does not tolerate circular dependencies. If one is introduced, someone, somewhere in the world, will have their FreeBSD installation broken almost immediately, with many others quickly to follow. These can really be hard to detect. If in doubt, before making that change, make sure to run: `cd /usr/ports; make index`. That process can be quite slow on older machines, but it may be able to save a large number of people, including yourself, a lot of grief in the process. [[makefile-automatic-dependencies]] === Problems Caused by Automatic Dependencies Dependencies must be declared either explicitly or by using the crossref:makefiles[makefile-options,OPTIONS framework]. Using other methods like automatic detection complicates indexing, which causes problems for port and package management. [[makefile-automatic-dependencies-bad]] .Wrong Declaration of an Optional Dependency [example] ==== [.programlisting] .... .include .if exists(${LOCALBASE}/bin/foo) LIB_DEPENDS= libbar.so:foo/bar .endif .... ==== The problem with trying to automatically add dependencies is that files and settings outside an individual port can change at any time. For example: an index is built, then a batch of ports are installed. But one of the ports installs the tested file. The index is now incorrect, because an installed port unexpectedly has a new dependency. The index may still be wrong even after rebuilding if other ports also determine their need for dependencies based on the existence of other files. [[makefile-automatic-dependencies-good]] .Correct Declaration of an Optional Dependency [example] ==== [.programlisting] .... OPTIONS_DEFINE= BAR BAR_DESC= Calling cellphones via bar BAR_LIB_DEPENDS= libbar.so:foo/bar .... ==== Testing option variables is the correct method. It will not cause inconsistencies in the index of a batch of ports, provided the options were defined prior to the index build. Simple scripts can then be used to automate the building, installation, and updating of these ports and their packages. [[makefile-masterdir]] == Slave Ports and `MASTERDIR` If the 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, by using variables cleverly, only a very short [.filename]#Makefile# is needed in all but one of the directories. In the sole [.filename]#Makefile#, use `MASTERDIR` to specify the directory where the rest of the files are. Also, use a variable as part of crossref:makefiles[porting-pkgname,`PKGNAMESUFFIX`] so the packages will have different names. This will be best demonstrated by an example. This is part of [.filename]#print/pkfonts300/Makefile#; [.programlisting] .... PORTNAME= pkfonts${RESOLUTION} PORTVERSION= 1.0 DISTFILES= pk${RESOLUTION}.tar.gz PLIST= ${PKGDIR}/pkg-plist.${RESOLUTION} .if !defined(RESOLUTION) RESOLUTION= 300 .else .if ${RESOLUTION} != 118 && ${RESOLUTION} != 240 && \ ${RESOLUTION} != 300 && ${RESOLUTION} != 360 && \ ${RESOLUTION} != 400 && ${RESOLUTION} != 600 .BEGIN: @${ECHO_MSG} "Error: invalid value for RESOLUTION: \"${RESOLUTION}\"" @${ECHO_MSG} "Possible values are: 118, 240, 300, 360, 400 and 600." @${FALSE} .endif .endif .... package:print/pkfonts300[] also has all the regular patches, package files, etc. Running `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_ [.filename]#print/pkfonts360/Makefile#: [.programlisting] .... RESOLUTION= 360 MASTERDIR= ${.CURDIR}/../pkfonts300 .include "${MASTERDIR}/Makefile" .... ([.filename]#print/pkfonts118/Makefile#, [.filename]#print/pkfonts600/Makefile#, and all the other are similar). `MASTERDIR` definition tells [.filename]#bsd.port.mk# that the regular set of subdirectories like `FILESDIR` and `SCRIPTDIR` are to be found under [.filename]#pkfonts300#. The `RESOLUTION=360` line will override the `RESOLUTION=300` line in [.filename]#pkfonts300/Makefile# and the port will be built with resolution set to 360. [[makefile-manpages]] == Man Pages If the port anchors its man tree somewhere other than `PREFIX`, use `MANDIRS` to specify those directories. Note that the files corresponding to manual pages must be placed in [.filename]#pkg-plist# along with the rest of the files. The purpose of `MANDIRS` is to enable automatic compression of manual pages, therefore the file names are suffixed with [.filename]#.gz#. [[makefile-info]] == Info Files If the package needs to install GNU info files, list them in `INFO` (without the trailing `.info`), one entry per document. These files are assumed to be installed to [.filename]#PREFIX/INFO_PATH#. Change `INFO_PATH` if the package uses a different location. However, this is not recommended. These entries contain just the path relative to [.filename]#PREFIX/INFO_PATH#. For example, package:lang/gcc34[] installs info files to [.filename]#PREFIX/INFO_PATH/gcc34#, and `INFO` will be something like this: [.programlisting] .... INFO= gcc34/cpp gcc34/cppinternals gcc34/g77 ... .... Appropriate installation/de-installation code will be automatically added to the temporary [.filename]#pkg-plist# before package registration. [[makefile-options]] == Makefile Options Many applications can be built with optional or differing configurations. Examples include choice of natural (human) language, GUI versus command-line, or type of database to support. Users may need a different configuration than the default, so the ports system provides hooks the port author can use to control which variant will be built. Supporting these options properly will make users happy, and effectively provide two or more ports for the price of one. [[makefile-options-options]] === `OPTIONS` [[makefile-options-background]] ==== Background `OPTIONS_*` give the user installing the port a dialog showing the available options, and then saves those options to [.filename]#${PORT_DBDIR}/${OPTIONS_NAME}/options#. The next time the port is built, the options are reused. `PORT_DBDIR` defaults to [.filename]#/var/db/ports#. `OPTIONS_NAME` is to the port origin with an underscore as the space separator, for example, for package:dns/bind99[] it will be `dns_bind99`. When the user runs `make config` (or runs `make build` for the first time), the framework checks for [.filename]#${PORT_DBDIR}/${OPTIONS_NAME}/options#. If that file does not exist, the values of `OPTIONS_*` are used, and a dialog box is displayed where the options can be enabled or disabled. Then [.filename]#options# is saved and the configured variables are used when building the port. If a new version of the port adds new `OPTIONS`, the dialog will be presented to the user with the saved values of old `OPTIONS` prefilled. `make showconfig` shows the saved configuration. Use `make rmconfig` to remove the saved configuration. [[makefile-options-syntax]] ==== Syntax `OPTIONS_DEFINE` contains a list of `OPTIONS` to be used. These are independent of each other and are not grouped: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 .... Once defined, `OPTIONS` are described (optional, but strongly recommended): [.programlisting] .... OPT1_DESC= Describe OPT1 OPT2_DESC= Describe OPT2 OPT3_DESC= Describe OPT3 OPT4_DESC= Describe OPT4 OPT5_DESC= Describe OPT5 OPT6_DESC= Describe OPT6 .... [.filename]#ports/Mk/bsd.options.desc.mk# has descriptions for many common `OPTIONS`. While often useful, override them if the description is insufficient for the port. [TIP] ==== When describing options, view it from the perspective of the user: "What functionality does it change?" and "Why would I want to enable this?" Do not just repeat the name. For example, describing the `NLS` option as "include NLS support" does not help the user, who can already see the option name but may not know what it means. Describing it as "Native Language Support via gettext utilities" is much more helpful. ==== [IMPORTANT] ==== Option names are always in all uppercase. They cannot use mixed case or lowercase. ==== `OPTIONS` can be grouped as radio choices, where only one choice from each group is allowed: [.programlisting] .... OPTIONS_SINGLE= SG1 OPTIONS_SINGLE_SG1= OPT3 OPT4 .... [WARNING] ==== There _must_ be one of each `OPTIONS_SINGLE` group selected at all times for the options to be valid. One option of each group _must_ be added to `OPTIONS_DEFAULT`. ==== `OPTIONS` can be grouped as radio choices, where none or only one choice from each group is allowed: [.programlisting] .... OPTIONS_RADIO= RG1 OPTIONS_RADIO_RG1= OPT7 OPT8 .... `OPTIONS` can also be grouped as "multiple-choice" lists, where _at least one_ option must be enabled: [.programlisting] .... OPTIONS_MULTI= MG1 OPTIONS_MULTI_MG1= OPT5 OPT6 .... `OPTIONS` can also be grouped as "multiple-choice" lists, where none or any option can be enabled: [.programlisting] .... OPTIONS_GROUP= GG1 OPTIONS_GROUP_GG1= OPT9 OPT10 .... `OPTIONS` are unset by default, unless they are listed in `OPTIONS_DEFAULT`: [.programlisting] .... OPTIONS_DEFAULT= OPT1 OPT3 OPT6 .... `OPTIONS` definitions must appear before the inclusion of [.filename]#bsd.port.options.mk#. `PORT_OPTIONS` values can only be tested after the inclusion of [.filename]#bsd.port.options.mk#. Inclusion of [.filename]#bsd.port.pre.mk# can be used instead, too, and is still widely used in ports written before the introduction of [.filename]#bsd.port.options.mk#. But be aware that some variables will not work as expected after the inclusion of [.filename]#bsd.port.pre.mk#, typically some `USE_*` flags. [[ports-options-simple-use]] .Simple Use of `OPTIONS` [example] ==== [.programlisting] .... OPTIONS_DEFINE= FOO BAR OPTIONS_DEFAULT=FOO FOO_DESC= Option foo support BAR_DESC= Feature bar support # Will add --with-foo / --without-foo FOO_CONFIGURE_WITH= foo BAR_RUN_DEPENDS= bar:bar/bar .include .... ==== [[ports-options-check-unset]] .Check for Unset Port `OPTIONS` [example] ==== [.programlisting] .... .if ! ${PORT_OPTIONS:MEXAMPLES} CONFIGURE_ARGS+=--without-examples .endif .... The form shown above is discouraged. The preferred method is using a configure knob to really enable and disable the feature to match the option: [.programlisting] .... # Will add --with-examples / --without-examples EXAMPLES_CONFIGURE_WITH= examples .... ==== [[ports-options-practical-use]] .Practical Use of `OPTIONS` [example] ==== [.programlisting] .... OPTIONS_DEFINE= EXAMPLES OPTIONS_DEFAULT= PGSQL LDAP SSL OPTIONS_SINGLE= BACKEND OPTIONS_SINGLE_BACKEND= MYSQL PGSQL BDB OPTIONS_MULTI= AUTH OPTIONS_MULTI_AUTH= LDAP PAM SSL EXAMPLES_DESC= Install extra examples MYSQL_DESC= Use MySQL as backend PGSQL_DESC= Use PostgreSQL as backend BDB_DESC= Use Berkeley DB as backend LDAP_DESC= Build with LDAP authentication support PAM_DESC= Build with PAM support SSL_DESC= Build with OpenSSL support # Will add USE_PGSQL=yes PGSQL_USE= pgsql=yes # Will add --enable-postgres / --disable-postgres PGSQL_CONFIGURE_ENABLE= postgres ICU_LIB_DEPENDS= libicuuc.so:devel/icu # Will add --with-examples / --without-examples EXAMPLES_CONFIGURE_WITH= examples # Check other OPTIONS .include .... ==== [[makefile-options-default]] ==== Default Options These options are always on by default. * `DOCS` - build and install documentation. * `NLS` - Native Language Support. * `EXAMPLES` - build and install examples. * `IPV6` - IPv6 protocol support. [NOTE] ==== There is no need to add these to `OPTIONS_DEFAULT`. To have them active, and show up in the options selection dialog, however, they must be added to `OPTIONS_DEFINE`. ==== [[makefile-options-auto-activation]] === Feature Auto-Activation When using a GNU configure script, keep an eye on which optional features are activated by auto-detection. Explicitly disable optional features that are not needed by adding `--without-xxx` or `--disable-xxx` in `CONFIGURE_ARGS`. [[makefile-options-auto-activation-bad]] .Wrong Handling of an Option [example] ==== [.programlisting] .... .if ${PORT_OPTIONS:MFOO} LIB_DEPENDS+= libfoo.so:devel/foo CONFIGURE_ARGS+= --enable-foo .endif .... ==== In the example above, imagine a library libfoo is installed on the system. The user does not want this application to use libfoo, so he toggled the option off in the `make config` dialog. But the application's configure script detects the library present in the system and includes its support in the resulting executable. Now when the user decides to remove libfoo from the system, the ports system does not protest (no dependency on libfoo was recorded) but the application breaks. [[makefile-options-auto-activation-good]] .Correct Handling of an Option [example] ==== [.programlisting] .... FOO_LIB_DEPENDS= libfoo.so:devel/foo # Will add --enable-foo / --disable-foo FOO_CONFIGURE_ENABLE= foo .... ==== [NOTE] ==== Under some circumstances, the shorthand conditional syntax can cause problems with complex constructs. The errors are usually `Malformed conditional`, an alternative syntax can be used. [.programlisting] .... .if !empty(VARIABLE:MVALUE) .... as an alternative to [.programlisting] .... .if ${VARIABLE:MVALUE} .... ==== [[options-helpers]] === Options Helpers There are some macros to help simplify conditional values which differ based on the options set. For easier access, a comprehensive list is provided: `PLIST_SUB`, `SUB_LIST`:: For automatic `%%_OPT_%%` and `%%NO__OPT__%%` generation, see crossref:makefiles[options_sub, `OPTIONS_SUB`]. + For more complex usage, see crossref:makefiles[options-variables, Generic Variables Replacement, `OPT_VARIABLE` and `OPT_VARIABLE_OFF`]. `CONFIGURE_ARGS`:: For `--enable-_x_` and `--disable-_x_`, see crossref:makefiles[options-configure_enable, `OPT_CONFIGURE_ENABLE`]. + For `--with-_x_` and `--without-_x_`, see crossref:makefiles[options-configure_with, `OPT_CONFIGURE_WITH`]. + For all other cases, see crossref:makefiles[options-configure_on, `OPT_CONFIGURE_ON` and `OPT_CONFIGURE_OFF`]. `CMAKE_ARGS`:: For arguments that are booleans (`on`, `off`, `true`, `false`, `0`, `1`) see crossref:makefiles[options-cmake_bool, `OPT_CMAKE_BOOL` and `OPT_CMAKE_BOOL_OFF`]. + For all other cases, see crossref:makefiles[options-cmake_on, `OPT_CMAKE_ON` and `OPT_CMAKE_OFF`]. `MESON_ARGS`:: For arguments that take `true` or `false`, see crossref:makefiles[options-meson_true, `OPT_MESON_TRUE` and `OPT_MESON_FALSE`]. + For arguments that take `yes` or `no`, use crossref:makefiles[options-meson_yes, `OPT_MESON_YES` and `OPT_MESON_NO`]. + For arguments that take `enabled` or `disabled`, see crossref:makefiles[options-meson_enabled, `OPT_MESON_ENABLED` and `OPT_MESON_DISABLED`]. + For all other cases, use crossref:makefiles[options-meson_on, `OPT_MESON_ON` and `OPT_MESON_OFF`]. `QMAKE_ARGS`:: See crossref:makefiles[options-qmake_on, `OPT_QMAKE_ON` and `OPT_QMAKE_OFF`]. `USE_*`:: See crossref:makefiles[options-use, `OPT_USE` and `OPT_USE_OFF`]. `*_DEPENDS`:: See crossref:makefiles[options-dependencies, Dependencies, `OPT_DEPTYPE` and `OPT_DEPTYPE_OFF`]. `*` (Any variable):: The most used variables have direct helpers, see crossref:makefiles[options-variables, Generic Variables Replacement, `OPT_VARIABLE` and `OPT_VARIABLE_OFF`]. + For any variable without a specific helper, see crossref:makefiles[options-vars, `OPT_VARS` and `OPT_VARS_OFF`]. Options dependencies:: When an option need another option to work, see crossref:makefiles[options-implies, `OPT_IMPLIES`]. Options conflicts:: When an option cannot work if another is also enabled, see crossref:makefiles[options-prevents, `OPT_PREVENTS` and `OPT_PREVENTS_MSG`]. Build targets:: When an option need some extra processing, see crossref:makefiles[options-targets, Additional Build Targets, `_target_-_OPT_-on` and `_target_-_OPT_-off`]. [[options_sub]] ==== `OPTIONS_SUB` If `OPTIONS_SUB` is set to `yes` then each of the options added to `OPTIONS_DEFINE` will be added to `PLIST_SUB` and `SUB_LIST`, for example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPTIONS_SUB= yes .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} PLIST_SUB+= OPT1="" NO_OPT1="@comment " SUB_LIST+= OPT1="" NO_OPT1="@comment " .else PLIST_SUB+= OPT1="@comment " NO_OPT1="" SUB_LIST+= OPT1="@comment " NO_OPT1="" .endif .... [NOTE] ==== The value of `OPTIONS_SUB` is ignored. Setting it to any value will add `PLIST_SUB` and `SUB_LIST` entries for _all_ options. ==== [[options-use]] ==== `OPT_USE` and `OPT_USE_OFF` When option _OPT_ is selected, for each `_key=value_` pair in ``OPT_USE``, _value_ is appended to the corresponding `USE_KEY`. If _value_ has spaces in it, replace them with commas and they will be changed back to spaces during processing. `OPT_USE_OFF` works the same way, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_USES= xorg OPT1_USE= mysql=yes xorg=x11,xextproto,xext,xrandr OPT1_USE_OFF= openssl=yes .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} USE_MYSQL= yes USES+= xorg USE_XORG= x11 xextproto xext xrandr .else USE_OPENSSL= yes .endif .... [[options-configure-helpers]] ==== `CONFIGURE_ARGS` Helpers [[options-configure_enable]] ===== `OPT_CONFIGURE_ENABLE` When option _OPT_ is selected, for each _entry_ in `OPT_CONFIGURE_ENABLE` then `--enable-_entry_` is appended to `CONFIGURE_ARGS`. When option _OPT_ is _not_ selected, `--disable-_entry_` is appended to `CONFIGURE_ARGS`. An optional argument can be specified with an `=` symbol. This argument is only appended to the `--enable-_entry_` configure option. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 OPT1_CONFIGURE_ENABLE= test1 test2 OPT2_CONFIGURE_ENABLE= test2=exhaustive .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} CONFIGURE_ARGS+= --enable-test1 --enable-test2 .else CONFIGURE_ARGS+= --disable-test1 --disable-test2 .endif .if ${PORT_OPTIONS:MOPT2} CONFIGURE_ARGS+= --enable-test2=exhaustive .else CONFIGURE_ARGS+= --disable-test2 .endif .... [[options-configure_with]] ===== `OPT_CONFIGURE_WITH` When option _OPT_ is selected, for each _entry_ in `_OPT_CONFIGURE_WITH` then `--with-_entry_` is appended to `CONFIGURE_ARGS`. When option _OPT_ is _not_ selected, `--without-_entry_` is appended to `CONFIGURE_ARGS`. An optional argument can be specified with an `=` symbol. This argument is only appended to the `--with-_entry_` configure option. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 OPT1_CONFIGURE_WITH= test1 OPT2_CONFIGURE_WITH= test2=exhaustive .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 .include .if ${PORT_OPTIONS:MOPT1} CONFIGURE_ARGS+= --with-test1 .else CONFIGURE_ARGS+= --without-test1 .endif .if ${PORT_OPTIONS:MOPT2} CONFIGURE_ARGS+= --with-test2=exhaustive .else CONFIGURE_ARGS+= --without-test2 .endif .... [[options-configure_on]] ===== `OPT_CONFIGURE_ON` and `OPT_CONFIGURE_OFF` When option _OPT_ is selected, the value of `OPT_CONFIGURE_ON`, if defined, is appended to `CONFIGURE_ARGS`. `OPT_CONFIGURE_OFF` works the same way, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_CONFIGURE_ON= --add-test OPT1_CONFIGURE_OFF= --no-test .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} CONFIGURE_ARGS+= --add-test .else CONFIGURE_ARGS+= --no-test .endif .... [TIP] ==== Most of the time, the helpers in crossref:makefiles[options-configure_enable, `OPT_CONFIGURE_ENABLE`] and crossref:makefiles[options-configure_with, `OPT_CONFIGURE_WITH`] provide a shorter and more comprehensive functionality. ==== [[options-cmake-helpers]] ==== `CMAKE_ARGS` Helpers [[options-cmake_on]] ===== `OPT_CMAKE_ON` and `OPT_CMAKE_OFF` When option _OPT_ is selected, the value of `OPT_CMAKE_ON`, if defined, is appended to `CMAKE_ARGS`. `OPT_CMAKE_OFF` works the same way, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_CMAKE_ON= -DTEST:BOOL=true -DDEBUG:BOOL=true OPT1_CMAKE_OFF= -DOPTIMIZE:BOOL=true .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} CMAKE_ARGS+= -DTEST:BOOL=true -DDEBUG:BOOL=true .else CMAKE_ARGS+= -DOPTIMIZE:BOOL=true .endif .... [TIP] ==== See crossref:makefiles[options-cmake_bool, `OPT_CMAKE_BOOL` and `OPT_CMAKE_BOOL_OFF`] for a shorter helper when the value is boolean. ==== [[options-cmake_bool]] ===== `OPT_CMAKE_BOOL` and `OPT_CMAKE_BOOL_OFF` When option _OPT_ is selected, for each _entry_ in `OPT_CMAKE_BOOL` then `-D_entry_:BOOL=true` is appended to `CMAKE_ARGS`. When option _OPT_ is _not_ selected, `-D_entry_:BOOL=false` is appended to `CONFIGURE_ARGS`. `OPT_CMAKE_BOOL_OFF` is the opposite, `-D_entry_:BOOL=false` is appended to `CMAKE_ARGS` when the option is selected, and `-D_entry_:BOOL=true` when the option is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_CMAKE_BOOL= TEST DEBUG OPT1_CMAKE_BOOL_OFF= OPTIMIZE .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} CMAKE_ARGS+= -DTEST:BOOL=true -DDEBUG:BOOL=true \ -DOPTIMIZE:BOOL=false .else CMAKE_ARGS+= -DTEST:BOOL=false -DDEBUG:BOOL=false \ -DOPTIMIZE:BOOL=true .endif .... [[options-meson-helpers]] ==== `MESON_ARGS` Helpers [[options-meson_on]] ===== `OPT_MESON_ON` and `OPT_MESON_OFF` When option _OPT_ is selected, the value of `OPT_MESON_ON`, if defined, is appended to `MESON_ARGS`. `OPT_MESON_OFF` works the same way, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_MESON_ON= -Dopt=1 OPT1_MESON_OFF= -Dopt=2 .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} MESON_ARGS+= -Dopt=1 .else MESON_ARGS+= -Dopt=2 .endif .... [[options-meson_true]] ===== `OPT_MESON_TRUE` and `OPT_MESON_FALSE` When option _OPT_ is selected, for each _entry_ in `OPT_MESON_TRUE` then `-D_entry_=true` is appended to `MESON_ARGS`. When option _OPT_ is _not_ selected, `-D_entry_=false` is appended to `MESON_ARGS`. `OPT_MESON_FALSE` is the opposite, `-D_entry_=false` is appended to `MESON_ARGS` when the option is selected, and `-D_entry_=true` when the option is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_MESON_TRUE= test debug OPT1_MESON_FALSE= optimize .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} MESON_ARGS+= -Dtest=true -Ddebug=true \ -Doptimize=false .else MESON_ARGS+= -Dtest=false -Ddebug=false \ -Doptimize=true .endif .... [[options-meson_yes]] ===== `OPT_MESON_YES` and `OPT_MESON_NO` When option _OPT_ is selected, for each _entry_ in `OPT_MESON_YES` then `-D_entry_=yes` is appended to `MESON_ARGS`. When option _OPT_ is _not_ selected, `-D_entry_=no` is appended to `MESON_ARGS`. `OPT_MESON_NO` is the opposite, `-D_entry_=no` is appended to `MESON_ARGS` when the option is selected, and `-D_entry_=yes` when the option is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_MESON_YES= test debug OPT1_MESON_NO= optimize .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} MESON_ARGS+= -Dtest=yes -Ddebug=yes \ -Doptimize=no .else MESON_ARGS+= -Dtest=no -Ddebug=no \ -Doptimize=yes .endif .... [[options-meson_enabled]] ===== `OPT_MESON_ENABLED` and `OPT_MESON_DISABLED` When option _OPT_ is selected, for each _entry_ in `OPT_MESON_ENABLED` then `-D_entry_=enabled` is appended to `MESON_ARGS`. When option _OPT_ is _not_ selected, `-D_entry_=disabled` is appended to `MESON_ARGS`. `OPT_MESON_DISABLED` is the opposite, `-D_entry_=disabled` is appended to `MESON_ARGS` when the option is selected, and `-D_entry_=enabled` when the option is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_MESON_ENABLED= test OPT1_MESON_DISABLED= debug .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} MESON_ARGS+= -Dtest=enabled -Ddebug=disabled .else MESON_ARGS+= -Dtest=disabled -Ddebug=enabled .endif .... [[options-qmake_on]] ==== `OPT_QMAKE_ON` and `OPT_QMAKE_OFF` When option _OPT_ is selected, the value of `OPT_QMAKE_ON`, if defined, is appended to `QMAKE_ARGS`. `OPT_QMAKE_OFF` works the same way, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_QMAKE_ON= -DTEST:BOOL=true OPT1_QMAKE_OFF= -DPRODUCTION:BOOL=true .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} QMAKE_ARGS+= -DTEST:BOOL=true .else QMAKE_ARGS+= -DPRODUCTION:BOOL=true .endif .... [[options-implies]] ==== `OPT_IMPLIES` Provides a way to add dependencies between options. When _OPT_ is selected, all the options listed in this variable will be selected too. Using the crossref:makefiles[options-configure_enable,`OPT_CONFIGURE_ENABLE`] described earlier to illustrate: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 OPT1_IMPLIES= OPT2 OPT1_CONFIGURE_ENABLE= opt1 OPT2_CONFIGURE_ENABLE= opt2 .... Is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 .include .if ${PORT_OPTIONS:MOPT1} CONFIGURE_ARGS+= --enable-opt1 .else CONFIGURE_ARGS+= --disable-opt1 .endif .if ${PORT_OPTIONS:MOPT2} || ${PORT_OPTIONS:MOPT1} CONFIGURE_ARGS+= --enable-opt2 .else CONFIGURE_ARGS+= --disable-opt2 .endif .... [[options-implies-ex1]] .Simple Use of `OPT_IMPLIES` [example] ==== This port has a `X11` option, and a `GNOME` option that needs the `X11` option to be selected to build. [.programlisting] .... OPTIONS_DEFINE= X11 GNOME OPTIONS_DEFAULT= X11 X11_USES= xorg X11_USE= xorg=xi,xextproto GNOME_USE= gnome=gtk30 GNOME_IMPLIES= X11 .... ==== [[options-prevents]] ==== `OPT_PREVENTS` and `OPT_PREVENTS_MSG` Provides a way to add conflicts between options. When _OPT_ is selected, all the options listed in `OPT_PREVENTS` must be un-selected. If `OPT_PREVENTS_MSG` is set and a conflict is triggered, its content will be shown explaining why they conflict. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 OPT1_PREVENTS= OPT2 OPT1_PREVENTS_MSG= OPT1 and OPT2 enable conflicting options .... Is roughly equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 .include .if ${PORT_OPTIONS:MOPT2} && ${PORT_OPTIONS:MOPT1} BROKEN= Option OPT1 conflicts with OPT2 (select only one) .endif .... The only difference is that the first one will write an error after running `make config`, suggesting changing the selected options. [[options-prevents-ex1]] .Simple Use of `OPT_PREVENTS` [example] ==== This port has `X509` and `SCTP` options. Both options add patches, but the patches conflict with each other, so they cannot be selected at the same time. [.programlisting] .... OPTIONS_DEFINE= X509 SCTP SCTP_PATCHFILES= ${PORTNAME}-6.8p1-sctp-2573.patch.gz:-p1 SCTP_CONFIGURE_WITH= sctp X509_PATCH_SITES= http://www.roumenpetrov.info/openssh/x509/:x509 X509_PATCHFILES= ${PORTNAME}-7.0p1+x509-8.5.diff.gz:-p1:x509 X509_PREVENTS= SCTP X509_PREVENTS_MSG= X509 and SCTP patches conflict .... ==== [[options-vars]] ==== `OPT_VARS` and `OPT_VARS_OFF` Provides a generic way to set and append to variables. [WARNING] ==== Before using `OPT_VARS` and `OPT_VARS_OFF`, see if there is already a more specific helper available in crossref:makefiles[options-variables, Generic Variables Replacement, `OPT_VARIABLE` and `OPT_VARIABLE_OFF`]. ==== When option _OPT_ is selected, and `OPT_VARS` defined, `_key_=_value_` and `_key_+=_value_` pairs are evaluated from `OPT_VARS`. An `=` cause the existing value of `KEY` to be overwritten, an `+=` appends to the value. `OPT_VARS_OFF` works the same way, but when `OPT` is _not_ selected. [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 OPT3 OPT1_VARS= also_build+=bin1 OPT2_VARS= also_build+=bin2 OPT3_VARS= bin3_build=yes OPT3_VARS_OFF= bin3_build=no MAKE_ARGS= ALSO_BUILD="${ALSO_BUILD}" BIN3_BUILD="${BIN3_BUILD}" .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT2 MAKE_ARGS= ALSO_BUILD="${ALSO_BUILD}" BIN3_BUILD="${BIN3_BUILD}" .include .if ${PORT_OPTIONS:MOPT1} ALSO_BUILD+= bin1 .endif .if ${PORT_OPTIONS:MOPT2} ALSO_BUILD+= bin2 .endif .if ${PORT_OPTIONS:MOPT2} BIN3_BUILD= yes .else BIN3_BUILD= no .endif .... [IMPORTANT] ==== Values containing whitespace must be enclosed in quotes: [.programlisting] .... OPT_VARS= foo="bar baz" .... This is due to the way man:make[1] variable expansion deals with whitespace. When `OPT_VARS= foo=bar baz` is expanded, the variable ends up containing two strings, `foo=bar` and `baz`. But the submitter probably intended there to be only one string, `foo=bar baz`. Quoting the value prevents whitespace from being used as a delimiter. Also, _do not_ add extra spaces after the `_var_=` sign and before the value, it would also be split into two strings. _This will not work_: [.programlisting] .... OPT_VARS= foo= bar .... ==== [[options-dependencies]] ==== Dependencies, `OPT_DEPTYPE` and `OPT_DEPTYPE_OFF` For any of these dependency types: * `PKG_DEPENDS` * `EXTRACT_DEPENDS` * `PATCH_DEPENDS` * `FETCH_DEPENDS` * `BUILD_DEPENDS` * `LIB_DEPENDS` * `RUN_DEPENDS` When option _OPT_ is selected, the value of `OPT_DEPTYPE`, if defined, is appended to `DEPTYPE`. `OPT_DEPTYPE_OFF` works the same, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_LIB_DEPENDS= liba.so:devel/a OPT1_LIB_DEPENDS_OFF= libb.so:devel/b .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} LIB_DEPENDS+= liba.so:devel/a .else LIB_DEPENDS+= libb.so:devel/b .endif .... [[options-variables]] ==== Generic Variables Replacement, `OPT_VARIABLE` and `OPT_VARIABLE_OFF` For any of these variables: * `ALL_TARGET` * `BINARY_ALIAS` * `BROKEN` * `CATEGORIES` * `CFLAGS` * `CONFIGURE_ENV` * `CONFLICTS` * `CONFLICTS_BUILD` * `CONFLICTS_INSTALL` * `CPPFLAGS` * `CXXFLAGS` * `DESKTOP_ENTRIES` * `DISTFILES` * `EXTRACT_ONLY` * `EXTRA_PATCHES` * `GH_ACCOUNT` * `GH_PROJECT` * `GH_SUBDIR` * `GH_TAGNAME` * `GH_TUPLE` * `GL_ACCOUNT` * `GL_COMMIT` * `GL_PROJECT` * `GL_SITE` * `GL_SUBDIR` * `GL_TUPLE` * `IGNORE` * `INFO` * `INSTALL_TARGET` * `LDFLAGS` * `LIBS` * `MAKE_ARGS` * `MAKE_ENV` * `MASTER_SITES` * `PATCHFILES` * `PATCH_SITES` * `PLIST_DIRS` * `PLIST_FILES` * `PLIST_SUB` * `PORTDOCS` * `PORTEXAMPLES` * `SUB_FILES` * `SUB_LIST` * `TEST_TARGET` * `USES` When option _OPT_ is selected, the value of `OPT_ABOVEVARIABLE`, if defined, is appended to `_ABOVEVARIABLE_`. `OPT_ABOVEVARIABLE_OFF` works the same way, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 OPT1_USES= gmake OPT1_CFLAGS_OFF= -DTEST .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include .if ${PORT_OPTIONS:MOPT1} USES+= gmake .else CFLAGS+= -DTEST .endif .... [NOTE] ==== Some variables are not in this list, in particular `PKGNAMEPREFIX` and `PKGNAMESUFFIX`. This is intentional. A port _must not_ change its name when its option set changes. ==== [WARNING] ==== Some of these variables, at least `ALL_TARGET`, `DISTFILES` and `INSTALL_TARGET`, have their default values set _after_ the options are processed. With these lines in the [.filename]#Makefile#: [.programlisting] .... ALL_TARGET= all DOCS_ALL_TARGET= doc .... If the `DOCS` option is enabled, `ALL_TARGET` will have a final value of `all doc`; if the option is disabled, it would have a value of `all`. With only the options helper line in the [.filename]#Makefile#: [.programlisting] .... DOCS_ALL_TARGET= doc .... If the `DOCS` option is enabled, `ALL_TARGET` will have a final value of `doc`; if the option is disabled, it would have a value of `all`. ==== [[options-targets]] ==== Additional Build Targets, `_target_-_OPT_-on` and `_target_-_OPT_-off` These [.filename]#Makefile# targets can accept optional extra build targets: * `pre-fetch` * `do-fetch` * `post-fetch` * `pre-extract` * `do-extract` * `post-extract` * `pre-patch` * `do-patch` * `post-patch` * `pre-configure` * `do-configure` * `post-configure` * `pre-build` * `do-build` * `post-build` * `pre-install` * `do-install` * `post-install` * `post-stage` * `pre-package` * `do-package` * `post-package` When option _OPT_ is selected, the target `_TARGET_-_OPT_-on`, if defined, is executed after `_TARGET_`. `_TARGET_-_OPT_-off` works the same way, but when `OPT` is _not_ selected. For example: [.programlisting] .... OPTIONS_DEFINE= OPT1 post-patch-OPT1-on: @${REINPLACE_CMD} -e '/opt1/s|/usr/bin/|${EXAMPLESDIR}/|' ${WRKSRC}/Makefile post-patch-OPT1-off: @${REINPLACE_CMD} -e '/opt1/s|/usr/bin/|${PREFIX}/bin/|' ${WRKSRC}/Makefile .... is equivalent to: [.programlisting] .... OPTIONS_DEFINE= OPT1 .include post-patch: .if ${PORT_OPTIONS:MOPT1} @${REINPLACE_CMD} -e '/opt1/s|/usr/bin/|${EXAMPLESDIR}/|' ${WRKSRC}/Makefile .else @${REINPLACE_CMD} -e '/opt1/s|/usr/bin/|${PREFIX}/bin/|' ${WRKSRC}/Makefile .endif .... [[makefile-wrkdir]] == Specifying the Working Directory Each port is extracted into a working directory, which must be writable. The ports system defaults to having `DISTFILES` unpack in to a directory called `${DISTNAME}`. In other words, if the [.filename]#Makefile# has: [.programlisting] .... PORTNAME= foo DISTVERSION= 1.0 .... then the port's distribution files contain a top-level directory, [.filename]#foo-1.0#, and the rest of the files are located under that directory. A number of variables can be overridden if that is not the case. [[makefile-wrksrc]] === `WRKSRC` 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 [.filename]#foo# (and not [.filename]#foo-1.0#) write: [.programlisting] .... WRKSRC= ${WRKDIR}/foo .... or possibly [.programlisting] .... WRKSRC= ${WRKDIR}/${PORTNAME} .... [[makefile-wrksrc_subdir]] === `WRKSRC_SUBDIR` If the source files needed for the port are in a subdirectory of the extracted distribution file, set `WRKSRC_SUBDIR` to that directory. [.programlisting] .... WRKSRC_SUBDIR= src .... [[makefile-no_wrksubdir]] === `NO_WRKSUBDIR` If the port does not extract in to a subdirectory at all, then set `NO_WRKSUBDIR` to indicate that. [.programlisting] .... NO_WRKSUBDIR= yes .... [NOTE] ==== Because `WRKDIR` is the only directory that is supposed to be writable during the build, and is used to store many files recording the status of the build, the port's extraction will be forced into a subdirectory. ==== [[conflicts]] == Conflict Handling There are three different variables to register a conflict between packages and ports: `CONFLICTS`, `CONFLICTS_INSTALL` and `CONFLICTS_BUILD`. [NOTE] ==== The conflict variables automatically set the variable `IGNORE`, which is more fully documented in crossref:porting-dads[dads-noinstall,Marking a Port Not Installable with `BROKEN`, `FORBIDDEN`, or `IGNORE`]. ==== When removing one of several conflicting ports, it is advisable to retain `CONFLICTS` in those other ports for a few months to cater for users who only update once in a while. [[conclicts-conflicts_install]] `CONFLICTS_INSTALL`:: If the package cannot coexist with other packages (because of file conflicts, runtime incompatibilities, etc.). `CONFLICTS_INSTALL` check is done after the build stage and prior to the install stage. [[conclicts-conflicts_build]] `CONFLICTS_BUILD`:: If the port cannot be built when other specific ports are already installed. Build conflicts are not recorded in the resulting package. [[conclicts-conflicts]] `CONFLICTS`:: If the port cannot be built if a certain port is already installed and the resulting package cannot coexist with the other package. `CONFLICTS` check is done prior to the build stage and prior to the install stage. Each space-separated item in the `CONFLICTS*` variable values is matched against packages except the one being built, using shell globbing rules. This allows listing all flavors of a port in a conflict list instead of having to take pains to exclude the flavor being built from that list. For example, if git-lite is installed, `CONFLICTS_INSTALL=git git-lite` would allow to perform: [source,shell] .... % make -C devel/git FLAVOR=lite all deinstall install .... But the following command would report a conflict, since the package base name installed is `git-lite`, while `git` would be built, but cannot be installed in addition to `git-lite`: [source,shell] .... % make -C devel/git FLAVOR=default all deinstall install .... Without that feature, the Makefile would need one `_flavor__CONFLICTS_INSTALL` for each flavor, listing every other flavor. The most common content of one of these variable is the package base of another port. The package base is the package name without the appended version, it can be obtained by running `make -V PKGBASE`. [[conflicts-ex1]] .Basic usage of `CONFLICTS*` [example] ==== package:dns/bind99[] cannot be installed if package:dns/bind910[] is present because they install same files. First gather the package base to use: [source,shell] .... % make -C dns/bind99 -V PKGBASE bind99 % make -C dns/bind910 -V PKGBASE bind910 .... Then add to the [.filename]#Makefile# of package:dns/bind99[]: [.programlisting] .... CONFLICTS_INSTALL= bind910 .... And add to the [.filename]#Makefile# of package:dns/bind910[]: [.programlisting] .... CONFLICTS_INSTALL= bind99 .... ==== Sometimes, only certain versions of another port are incompatible. When this is the case, use the full package name including the version. If necessary, use shell globs like `*` and `?` so that all necessary versions are matched. [[conflicts-ex2]] .Using `CONFLICTS*` With Globs. [example] ==== From versions from 2.0 and up-to 2.4.1_2, package:deskutils/gnotime[] used to install a bundled version of package:databases/qof[]. To reflect this past, the [.filename]#Makefile# of package:databases/qof[] contains: [.programlisting] .... CONFLICTS_INSTALL= gnotime-2.[0-3]* \ gnotime-2.4.0* gnotime-2.4.1 \ gnotime-2.4.1_[12] .... The first entry match versions `2.0` through `2.3`, the second all the revisions of `2.4.0`, the third the exact `2.4.1` version, and the last the first and second revisions of the `2.4.1` version. package:deskutils/gnotime[] does not have any conflicts line because its current version does not conflict with anything else. ==== The variable `DISABLE_CONFLICTS` may be temporarily set when making targets that are not affected by conflicts. The variable is not to be set in port Makefiles. [source,shell] .... % make -DDISABLE_CONFLICTS patch .... [[install]] == Installing Files [IMPORTANT] ==== The `install` phase is very important to the end user because it adds files to their system. All the additional commands run in the port [.filename]#Makefile#'s `*-install` targets should be echoed to the screen. _Do not_ silence these commands with `@` or `.SILENT`. ==== [[install-macros]] === `INSTALL_*` Macros Use the macros provided in [.filename]#bsd.port.mk# to ensure correct modes of files in the port's `*-install` targets. Set ownership directly in [.filename]#pkg-plist# with the corresponding entries, such as `@(_owner_,_group_,)`, `@owner _owner_`, and `@group _group_`. These operators work until overridden, or until the end of [.filename]#pkg-plist#, so remember to reset them after they are no longer needed. The default ownership is `root:wheel`. See crossref:plist[plist-keywords-base,Base Keywords] for more information. * `INSTALL_PROGRAM` is a command to install binary executables. * `INSTALL_SCRIPT` is a command to install executable scripts. * `INSTALL_LIB` is a command to install shared libraries (but not static libraries). * `INSTALL_KLD` is a command to install kernel loadable modules. Some architectures do not like having the modules stripped, so use this command instead of `INSTALL_PROGRAM`. * `INSTALL_DATA` is a command to install sharable data, including static libraries. * `INSTALL_MAN` is a command to install manpages and other documentation (it does not compress anything). These variables are set to the man:install[1] command with the appropriate flags for each situation. [IMPORTANT] ==== Do not use `INSTALL_LIB` to install static libraries, because stripping them renders them useless. Use `INSTALL_DATA` instead. ==== [[install-strip]] === Stripping Binaries and Shared Libraries Installed binaries should be stripped. Do not strip binaries manually unless absolutely required. The `INSTALL_PROGRAM` macro installs and strips a binary at the same time. The `INSTALL_LIB` macro does the same thing to shared libraries. When a file must be stripped, but neither `INSTALL_PROGRAM` nor `INSTALL_LIB` macros are desirable, `${STRIP_CMD}` strips the program or shared library. This is typically done within the `post-install` target. For example: [.programlisting] .... post-install: ${STRIP_CMD} ${STAGEDIR}${PREFIX}/bin/xdl .... When multiple files need to be stripped: [.programlisting] .... post-install: .for l in geometry media body track world ${STRIP_CMD} ${STAGEDIR}${PREFIX}/lib/lib${PORTNAME}-${l}.so.0 .endfor .... Use man:file[1] on a file to determine if it has been stripped. Binaries are reported by man:file[1] as `stripped`, or `not stripped`. Additionally, man:strip[1] will detect programs that have already been stripped and exit cleanly. [IMPORTANT] ==== When `WITH_DEBUG` is defined, elf files _must not_ be stripped. The variables (`STRIP_CMD`, `INSTALL_PROGRAM`, `INSTALL_LIB`, ...) and crossref:uses[uses,`USES`] provided by the framework handle this automatically. Some software, add `-s` to their `LDFLAGS`, in this case, either remove `-s` if `WITH_DEBUG` is set, or remove it unconditionally and use `STRIP_CMD` in `post-install`. ==== [[install-copytree]] === Installing a Whole Tree of Files Sometimes, a large number of files must be installed while preserving their hierarchical organization. For example, copying over a whole directory tree from `WRKSRC` to a target directory under `PREFIX`. Note that `PREFIX`, `EXAMPLESDIR`, `DATADIR`, and other path variables must always be prepended with `STAGEDIR` to respect staging (see crossref:special[staging,Staging]). Two macros exist for this situation. The advantage of using these macros instead of `cp` is that they guarantee proper file ownership and permissions on target files. The first macro, `COPYTREE_BIN`, will set all the installed files to be executable, thus being suitable for installing into [.filename]#PREFIX/bin#. The second macro, `COPYTREE_SHARE`, does not set executable permissions on files, and is therefore suitable for installing files under [.filename]#PREFIX/share# target. [.programlisting] .... post-install: ${MKDIR} ${STAGEDIR}${EXAMPLESDIR} (cd ${WRKSRC}/examples && ${COPYTREE_SHARE} . ${STAGEDIR}${EXAMPLESDIR}) .... This example will install the contents of the [.filename]#examples# directory in the vendor distfile to the proper examples location of the port. [.programlisting] .... post-install: ${MKDIR} ${STAGEDIR}${DATADIR}/summer (cd ${WRKSRC}/temperatures && ${COPYTREE_SHARE} "June July August" ${STAGEDIR}${DATADIR}/summer) .... And this example will install the data of summer months to the [.filename]#summer# subdirectory of a [.filename]#DATADIR#. Additional `find` arguments can be passed via the third argument to `COPYTREE_*` macros. For example, to install all files from the first example except Makefiles, one can use these commands. [.programlisting] .... post-install: ${MKDIR} ${STAGEDIR}${EXAMPLESDIR} (cd ${WRKSRC}/examples && \ ${COPYTREE_SHARE} . ${STAGEDIR}${EXAMPLESDIR} "! -name Makefile") .... These macros do not add the installed files to [.filename]#pkg-plist#. They must be added manually. For optional documentation (`PORTDOCS`, see -crossref:makefiles[install-documentation]) and examples (`PORTEXAMPLES`), the `%%PORTDOCS%%` or `%%PORTEXAMPLES%%` prefixes must be prepended in [.filename]#pkg-plist#. +crossref:makefiles[install-documentation, Install Additional Documentation]) and examples (`PORTEXAMPLES`), the `%%PORTDOCS%%` or `%%PORTEXAMPLES%%` prefixes must be prepended in [.filename]#pkg-plist#. [[install-documentation]] === Install Additional Documentation If the software has some documentation other than the standard man and info pages that is useful for the user, install it under `DOCSDIR`. This can be done, like the previous item, in the `post-install` target. Create a new directory for the port. The directory name is `DOCSDIR`. This usually equals `PORTNAME`. However, if the user might want different versions of the port to be installed at the same time, the whole `PKGNAME` can be used. Since only the files listed in [.filename]#pkg-plist# are installed, it is safe to always install documentation to `STAGEDIR` (see crossref:special[staging,Staging]). Hence `.if` blocks are only needed when the installed files are large enough to cause significant I/O overhead. [.programlisting] .... post-install: ${MKDIR} ${STAGEDIR}${DOCSDIR} ${INSTALL_DATA} ${WRKSRC}/docs/xvdocs.ps ${STAGEDIR}${DOCSDIR} .... On the other hand, if there is a DOCS option in the port, install the documentation in a `post-install-DOCS-on` target. These targets are described in crossref:makefiles[options-targets, Additional Build Targets, `_target_-_OPT_-on` and `_target_-_OPT_-off`]. Here are some handy variables and how they are expanded by default when used in the [.filename]#Makefile#: * `DATADIR` gets expanded to [.filename]#PREFIX/share/PORTNAME#. * `DATADIR_REL` gets expanded to [.filename]#share/PORTNAME#. * `DOCSDIR` gets expanded to [.filename]#PREFIX/share/doc/PORTNAME#. * `DOCSDIR_REL` gets expanded to [.filename]#share/doc/PORTNAME#. * `EXAMPLESDIR` gets expanded to [.filename]#PREFIX/share/examples/PORTNAME#. * `EXAMPLESDIR_REL` gets expanded to [.filename]#share/examples/PORTNAME#. [NOTE] ==== The `DOCS` option only controls additional documentation installed in `DOCSDIR`. It does not apply to standard man pages and info pages. Things installed in `EXAMPLESDIR` are controlled by the `EXAMPLES` option. ==== These variables are exported to `PLIST_SUB`. Their values will appear there as pathnames relative to [.filename]#PREFIX# if possible. That is, [.filename]#share/doc/PORTNAME# will be substituted for `%%DOCSDIR%%` in the packing list by default, and so on. (See more on [.filename]#pkg-plist# substitution crossref:plist[plist-sub,here].) All conditionally installed documentation files and directories are included in [.filename]#pkg-plist# with the `%%PORTDOCS%%` prefix, for example: [.programlisting] .... %%PORTDOCS%%%%DOCSDIR%%/AUTHORS %%PORTDOCS%%%%DOCSDIR%%/CONTACT .... As an alternative to enumerating the documentation files in [.filename]#pkg-plist#, a port can set the variable `PORTDOCS` to a list of file names and shell glob patterns to add to the final packing list. The names will be relative to `DOCSDIR`. Therefore, a port that utilizes `PORTDOCS`, and uses a non-default location for its documentation, must set `DOCSDIR` accordingly. If a directory is listed in `PORTDOCS` or matched by a glob pattern from this variable, the entire subtree of contained files and directories will be registered in the final packing list. If the `DOCS` option has been unset then files and directories listed in `PORTDOCS` would not be installed or added to port packing list. Installing the documentation at `PORTDOCS` as shown above remains up to the port itself. A typical example of utilizing `PORTDOCS`: [.programlisting] .... PORTDOCS= README.* ChangeLog docs/* .... [NOTE] ==== The equivalents of `PORTDOCS` for files installed under `DATADIR` and `EXAMPLESDIR` are `PORTDATA` and `PORTEXAMPLES`, respectively. The contents of [.filename]#pkg-message# are displayed upon installation. See crossref:pkg-files[porting-message,the section on using [.filename]#pkg-message#] for details. [.filename]#pkg-message# does not need to be added to [.filename]#pkg-plist#. ==== [[install-subdirs]] === Subdirectories Under `PREFIX` 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 a subdirectory of [.filename]#lib#, which does not work well with the BSD paradigm. Many of the files must be moved to one of these directories: [.filename]#etc# (setup/configuration files), [.filename]#libexec# (executables started internally), [.filename]#sbin# (executables for superusers/managers), [.filename]#info# (documentation for info browser) or [.filename]#share# (architecture independent files). See man:hier[7] for details; the rules governing [.filename]#/usr# pretty much apply to [.filename]#/usr/local# too. The exception are ports dealing with USENET "news". They may use [.filename]#PREFIX/news# as a destination for their files. [[binary-alias]] == Use `BINARY_ALIAS` to Rename Commands Instead of Patching the Build When `BINARY_ALIAS` is defined it will create symlinks of the given commands in a directory which will be prepended to `PATH`. Use it to substitute hardcoded commands the build phase relies on without having to patch any build files. [[binary-alias-ex1]] .Using `BINARY_ALIAS` to Make `gsed` Available as `sed` [example] ==== Some ports expect `sed` to behave like GNU sed and use features that man:sed[1] does not provide. GNU sed is available from package:textproc/gsed[] on FreeBSD. Use `BINARY_ALIAS` to substitute `sed` with `gsed` for the duration of the build: [.programlisting] .... BUILD_DEPENDS= gsed:textproc/gsed ... BINARY_ALIAS= sed=gsed .... ==== [[binary-alias-ex2]] .Using `BINARY_ALIAS` to Provide Aliases for Hardcoded `python3` Commands [example] ==== A port that has a hardcoded reference to `python3` in its build scripts will need to have it available in `PATH` at build time. Use `BINARY_ALIAS` to create an alias that points to the right Python 3 binary: [.programlisting] .... USES= python:3.4+,build ... BINARY_ALIAS= python3=${PYTHON_CMD} .... See crossref:special[using-python,Using Python] for more information about `USES=python`. ==== [NOTE] ==== Binary aliases are created after the dependencies provided via `BUILD_DEPENDS` and `LIB_DEPENDS` are processed and before the `configure` target. This leads to various limitations. For example, programs installed via `TEST_DEPENDS` cannot be used to create a binary alias as test dependencies specified this way are processed after binary aliases are created. ==== diff --git a/documentation/content/en/books/porters-handbook/pkg-files/_index.adoc b/documentation/content/en/books/porters-handbook/pkg-files/_index.adoc index 90d2cf755d..96606622ed 100644 --- a/documentation/content/en/books/porters-handbook/pkg-files/_index.adoc +++ b/documentation/content/en/books/porters-handbook/pkg-files/_index.adoc @@ -1,357 +1,357 @@ --- title: Chapter 9. pkg-* prev: books/porters-handbook/plist next: books/porters-handbook/testing description: Tricks about the pkg-* files tags: ["pkg", "pkg-message", "UCL", "pkg-install", "pkg-deinstall"] showBookMenu: true weight: 9 path: "/books/porters-handbook/pkg-files/" --- [[pkg-files]] = pkg-* :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 9 :partnums: :source-highlighter: rouge :experimental: :images-path: books/porters-handbook/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] There are some tricks we have not mentioned yet about the [.filename]#pkg-*# files that come in handy sometimes. [[porting-message]] == pkg-message To display a message when the package is installed, place the message in [.filename]#pkg-message#. This capability is often useful to display additional installation steps to be taken after a `pkg install` or `pkg upgrade`. [IMPORTANT] ==== * [.filename]#pkg-message# must contain only information that is _vital_ to setup and operation on FreeBSD, and that is unique to the port in question. * Setup information should only be shown on initial install. Upgrade instructions should be shown only when upgrading from the relevant version. * Do not surround the messages with either whitespace or lines of symbols (like `----------`, `**********`, or `==========`). Leave the formatting to man:pkg[8]. * Committers have blanket approval to constrain existing messages to install or upgrade ranges using the UCL format specifications. * Please be sure to refer to the proper tools for handling services. ** Use `service name start` to start a service rather than using `/usr/local/etc/rc.d/name start` ** Use `sysrc name_enable=YES` to change options in rc.conf ==== pkg-message supports two formats: raw:: A regular plain text file. Its message is only displayed on install. UCL:: If the file starts with "`[`" then it is considered to be a UCL file. The UCL format is described on https://github.com/vstakhov/libucl[libucl's GitHub page]. [NOTE] ==== Do not add an entry for [.filename]#pkg-message# in [.filename]#pkg-plist#. ==== [[porting-message-ucl]] === UCL in pkg-message The format is the following. It should be an array of objects. The objects themselves can have these keywords: `message`:: The actual message to be displayed. This keyword is mandatory. `type`:: When the message should be displayed. `maximum_version`:: Only if `type` is `upgrade`. Display if upgrading from a version strictly lower than the version specified. `minimum_version`:: Only if `type` is `upgrade`. Display if upgrading from a version strictly greater than the version specified. The `maximum_version` and `minimum_version` keywords can be combined. The `type` keyword can have three values: `install`:: The message should only be displayed when the package is installed. `remove`:: The message should only be displayed when the package is removed. `upgrade`:: the message should only be displayed during an upgrade of the package.. [IMPORTANT] ==== To preserve the compatibility with non UCL [.filename]#pkg-message# files, the first line of a UCL [.filename]#pkg-message# _MUST be_ a single "`[`", and the last line _MUST be_ a single "`]`". ==== [[porting-message-ucl-short-ex]] .UCL Short Strings [example] ==== The message is delimited by double quotes `"`, this is used for simple single line strings: [.programlisting] .... [ { type: install message: "Simple message" } ] .... ==== [[porting-message-ucl-multiline-ex]] .UCL Multiline Strings [example] ==== Multiline strings use the standard here document notation. The multiline delimiter _must_ start just after `<<` symbols without any whitespace and it _must_ consist of capital letters only. To finish a multiline string, add the delimiter string on a line of its own without any whitespace. -The message from crossref:pkg-files[porting-message-ucl-short-ex,.UCL Short Strings] can be written as: +The message from crossref:pkg-files[porting-message-ucl-short-ex,UCL Short Strings] can be written as: [.programlisting] .... [ { type: install message: < 1.0 and < 3.0 remove that file." } ] .... [IMPORTANT] **** When displaying a message on upgrade, it is important to limit when it is being shown to the user. Most of the time it is by using `maximum_version` to limit its usage to upgrades from before a certain version when something specific needs to be done. **** ==== [[pkg-install]] == pkg-install, pkg-pre-install, and pkg-post-install If the port needs to execute commands when the binary package is installed with `pkg add` or `pkg install`, use [.filename]#pkg-install#. It is run twice by `pkg`, the first time as `${SH} pkg-install ${PKGNAME} PRE-INSTALL` before the package is installed, and the second time as `${SH} pkg-install ${PKGNAME} POST-INSTALL` after it has been installed. `$2` can be tested to determine which mode the script is being run in. The `PKG_PREFIX` environment variable is set to the package installation directory. If using [.filename]#pkg-pre-install# or [.filename]#pkg-post-install# instead, the script is run only once (before or after installing the package), with the single argument `${PKGNAME}`. Using [.filename]#pkg-pre-install.lua# or [.filename]#pkg-post-install.lua# will run a lua script instead of a shell script. Lua scripts run by `pkg` provide some extensions and a few restrictions, both explained in man:pkg-lua-script[5]. [NOTE] ==== Using [.filename]#pkg-pre-install# (or [.filename]#pkg-pre-install.lua#) and [.filename]#pkg-post-install# (or [.filename]#pkg-post-install.lua#) is preferred to using [.filename]#pkg-install#. ==== These scripts are automatically added to the packing list. [IMPORTANT] ==== These scripts are here to simplify package configuration after installation. They _must not_ be abused to start services, stop services, or run any other commands that will modify the currently running system. ==== [[pkg-deinstall]] == pkg-deinstall, pkg-pre-deinstall, and pkg-post-deinstall These scripts execute when a package is removed. The [.filename]#pkg-deinstall# script is run twice by `pkg delete`. The first time as `${SH} pkg-deinstall ${PKGNAME} DEINSTALL` before the port is de-installed and the second time as `${SH} pkg-deinstall ${PKGNAME} POST-DEINSTALL` after the port has been de-installed. `$2` can be tested to determine which mode the script is being run in. The `PKG_PREFIX` environment variable is set to the package installation directory. If using [.filename]#pkg-pre-deinstall# or [.filename]#pkg-post-deinstall# instead, the script is run only once (before or after deinstalling the package), with the single argument `${PKGNAME}`. Using [.filename]#pkg-pre-deinstall.lua# or [.filename]#pkg-post-deinstall.lua# will run a lua script instead of a shell script. Lua scripts run by `pkg` provide some extensions and a few restrictions, both explained in man:pkg-lua-script[5]. [NOTE] ==== Using [.filename]#pkg-pre-deinstall# (or [.filename]#pkg-pre-deinstall.lua#) and [.filename]#pkg-post-deinstall# (or [.filename]#pkg-post-deinstall.lua#) is preferred to using [.filename]#pkg-deinstall#. ==== These scripts are automatically added to the packing list. [IMPORTANT] ==== These scripts are here to simplify cleanup after package deinstallation. They _must not_ be abused to start services, stop services, or run any other commands that will modify the currently running system. ==== [[pkg-names]] == Changing the Names of pkg-* All the names of [.filename]#pkg-\*# are defined using variables that can be changed in the [.filename]#Makefile# if needed. This is especially useful when sharing the same [.filename]#pkg-*# files among several ports or when it is necessary to write to one of these files. See crossref:porting-dads[porting-wrkdir,writing to places other than `WRKDIR`] for why it is a bad idea to write directly into the directory containing the [.filename]#pkg-*# files. Here is a list of variable names and their default values. (`PKGDIR` defaults to `${MASTERDIR}`.) [.informaltable] [cols="1,1", frame="none", options="header"] |=== | Variable | Default value |`DESCR` |`${PKGDIR}/pkg-descr` |`PLIST` |`${PKGDIR}/pkg-plist` |`PKGINSTALL` |`${PKGDIR}/pkg-install` |`PKGPREINSTALL` |`${PKGDIR}/pkg-pre-install` |`PKGPOSTINSTALL` |`${PKGDIR}/pkg-post-install` |`PKGDEINSTALL` |`${PKGDIR}/pkg-deinstall` |`PKGPREDEINSTALL` |`${PKGDIR}/pkg-pre-deinstall` |`PKGPOSTDEINSTALL` |`${PKGDIR}/pkg-post-deinstall` |`PKGMESSAGE` |`${PKGDIR}/pkg-message` |=== [[using-sub-files]] == Making Use of `SUB_FILES` and `SUB_LIST` `SUB_FILES` and `SUB_LIST` are useful for dynamic values in port files, such as the installation `PREFIX` in [.filename]#pkg-message#. `SUB_FILES` specifies a list of files to be automatically modified. Each [.filename]#file# in the `SUB_FILES` list must have a corresponding [.filename]#file.in# present in `FILESDIR`. A modified version will be created as [.filename]#${WRKDIR}/file#. Files defined as a value of `USE_RC_SUBR` are automatically added to `SUB_FILES`. For the files [.filename]#pkg-message#, [.filename]#pkg-install#, and [.filename]#pkg-deinstall#, the corresponding Makefile variable is automatically set to point to the processed version. `SUB_LIST` is a list of `VAR=VALUE` pairs. For each pair, `%%VAR%%` will be replaced with `VALUE` in each file listed in `SUB_FILES`. Several common pairs are automatically defined: `PREFIX`, `LOCALBASE`, `DATADIR`, `DOCSDIR`, `EXAMPLESDIR`, `WWWDIR`, and `ETCDIR`. Any line beginning with `@comment` followed by a space, will be deleted from resulting files after a variable substitution. This example replaces `%%ARCH%%` with the system architecture in a [.filename]#pkg-message#: [.programlisting] .... SUB_FILES= pkg-message SUB_LIST= ARCH=${ARCH} .... Note that for this example, [.filename]#pkg-message.in# must exist in `FILESDIR`. Example of a good [.filename]#pkg-message.in#: [.programlisting] .... Now it is time to configure this package. Copy %%PREFIX%%/shared/examples/putsy/%%ARCH%%.conf into your home directory as .putsy.conf and edit it. .... diff --git a/documentation/content/en/books/porters-handbook/plist/_index.adoc b/documentation/content/en/books/porters-handbook/plist/_index.adoc index c670c4ac0e..68ebc9ea5b 100644 --- a/documentation/content/en/books/porters-handbook/plist/_index.adoc +++ b/documentation/content/en/books/porters-handbook/plist/_index.adoc @@ -1,694 +1,694 @@ --- title: Chapter 8. Advanced pkg-plist Practices prev: books/porters-handbook/flavors next: books/porters-handbook/pkg-files description: Advanced pkg-plist Practices tags: ["pkg-plist", "practices", "configuration"] showBookMenu: true weight: 8 path: "/books/porters-handbook/plist/" --- [[plist]] = Advanced pkg-plist Practices :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 8 :partnums: :source-highlighter: rouge :experimental: :images-path: books/porters-handbook/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[plist-sub]] == Changing pkg-plist Based on Make Variables Some ports, particularly the `p5-` ports, need to change their [.filename]#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 [.filename]#pkg-plist# of `%%OSREL%%`, `%%PERL_VER%%`, and `%%PERL_VERSION%%` will be substituted appropriately. The value of `%%OSREL%%` is the numeric revision of the operating system (for example, `4.9`). `%%PERL_VERSION%%` and `%%PERL_VER%%` is the full version number of `perl` (for example, `5.8.9`). Several other `%%_VARS_%%` related to port's documentation files are described in crossref:makefiles[install-documentation,the relevant section]. To make other substitutions, set `PLIST_SUB` with a list of `_VAR=VALUE_` pairs and instances of `%%_VAR_%%` will be substituted with _VALUE_ in [.filename]#pkg-plist#. For instance, if a port installs many files in a version-specific subdirectory, use a placeholder for the version so that [.filename]#pkg-plist# does not have to be regenerated every time the port is updated. For example, set: [.programlisting] .... OCTAVE_VERSION= ${PORTREVISION} PLIST_SUB= OCTAVE_VERSION=${OCTAVE_VERSION} .... in the [.filename]#Makefile# and use `%%OCTAVE_VERSION%%` wherever the version shows up in [.filename]#pkg-plist#. When the port is upgraded, it will not be necessary to edit dozens (or in some cases, hundreds) of lines in [.filename]#pkg-plist#. If files are installed conditionally on the options set in the port, the usual way of handling it is prefixing [.filename]#pkg-plist# lines with a `%%OPT%%` for lines needed when the option is enabled, or `%%NO_OPT%%` when the option is disabled, and adding `OPTIONS_SUB=yes` to the [.filename]#Makefile#. See crossref:makefiles[options_sub,`OPTIONS_SUB`] for more information. For instance, if there are files that are only installed when the `X11` option is enabled, and [.filename]#Makefile# has: [.programlisting] .... OPTIONS_DEFINE= X11 OPTIONS_SUB= yes .... In [.filename]#pkg-plist#, put `%%X11%%` in front of the lines only being installed when the option is enabled, like this : [.programlisting] .... %%X11%%bin/foo-gui .... This substitution will be done between the `pre-install` and `do-install` targets, by reading from [.filename]#PLIST# and writing to [.filename]#TMPPLIST# (default: [.filename]#WRKDIR/.PLIST.mktmp#). So if the port builds [.filename]#PLIST# on the fly, do so in or before `pre-install`. Also, if the port needs to edit the resulting file, do so in `post-install` to a file named [.filename]#TMPPLIST#. Another way of modifying a port's packing list is based on setting the variables `PLIST_FILES` and `PLIST_DIRS`. The value of each variable is regarded as a list of pathnames to write to [.filename]#TMPPLIST# along with [.filename]#PLIST# contents. While names listed in `PLIST_FILES` and `PLIST_DIRS` are subject to `%%_VAR_%%` substitution as described above, it is better to use the `${_VAR_}` directly. Except for that, names from `PLIST_FILES` will appear in the final packing list unchanged, while `@dir` will be prepended to names from `PLIST_DIRS`. To take effect, `PLIST_FILES` and `PLIST_DIRS` must be set before [.filename]#TMPPLIST# is written, that is, in `pre-install` or earlier. From time to time, using `OPTIONS_SUB` is not enough. In those cases, adding a specific `_TAG_` to `PLIST_SUB` inside the [.filename]#Makefile# with a special value of `@comment`, makes package tools to ignore the line. For instance, if some files are only installed when the `X11` option is on and the architecture is `i386`: [.programlisting] .... .include .if ${PORT_OPTIONS:MX11} && ${ARCH} == "i386" PLIST_SUB+= X11I386="" .else PLIST_SUB+= X11I386="@comment " .endif .... [[plist-cleaning]] == Empty Directories [[plist-dir-cleaning]] === Cleaning Up Empty Directories When being de-installed, a port has to remove empty directories it created. Most of these directories are removed automatically by man:pkg[8], but for directories created outside of [.filename]#${PREFIX}#, or empty directories, some more work needs to be done. This is usually accomplished by adding `@dir` lines for those directories. Subdirectories must be deleted before deleting parent directories. [.programlisting] .... [...] @dir /var/games/oneko/saved-games @dir /var/games/oneko .... [[plist-dir-empty]] === Creating Empty Directories Empty directories created during port installation need special attention. They must be present when the package is created. If they are not created by the port code, create them in the [.filename]#Makefile#: [.programlisting] .... post-install: ${MKDIR} ${STAGEDIR}${PREFIX}/some/directory .... Add the directory to [.filename]#pkg-plist# like any other. For example: [.programlisting] .... @dir some/directory .... [[plist-config]] == Configuration Files If the port installs configuration files to [.filename]#PREFIX/etc# (or elsewhere) do _not_ list them in [.filename]#pkg-plist#. That will cause `pkg delete` to remove files that have been carefully edited by the user, and a re-installation will wipe them out. Instead, install sample files with a [.filename]#filename.sample# extension. -The `@sample` macro automates this, see crossref:plist[plist-keywords-sample] for what it does exactly. +The `@sample` macro automates this, see crossref:plist[plist-keywords-sample, Expanding Package List with Keywords] for what it does exactly. For each sample file, add a line to [.filename]#pkg-plist#: [.programlisting] .... @sample etc/orbit.conf.sample .... If there is a very good reason not to install a working configuration file by default, only list the sample filename in [.filename]#pkg-plist#, without the `@sample` followed by a space part, and add a crossref:pkg-files[porting-message,message] pointing out that the user must copy and edit the file before the software will work. [TIP] ==== When a port installs its configuration in a subdirectory of [.filename]#${PREFIX}/etc#, use `ETCDIR`, which defaults to `${PREFIX}/etc/${PORTNAME}`, it can be overridden in the ports [.filename]#Makefile# if there is a convention for the port to use some other directory. The `%%ETCDIR%%` macro will be used in its stead in [.filename]#pkg-plist#. ==== [NOTE] ==== The sample configuration files should always have the [.filename]#.sample# suffix. If for some historical reason using the standard suffix is not possible, or if the sample files come from some other directory, use this construct: [.programlisting] .... @sample etc/orbit.conf-dist etc/orbit.conf .... or [.programlisting] .... @sample %%EXAMPLESDIR%%/orbit.conf etc/orbit.conf .... The format is `@sample _sample-file actual-config-file_`. ==== [[plist-dynamic]] == Dynamic Versus Static Package List A _static package list_ is a package list which is available in the Ports Collection either as [.filename]#pkg-plist# (with or without variable substitution), or embedded into the [.filename]#Makefile# via `PLIST_FILES` and `PLIST_DIRS`. Even if the contents are auto-generated by a tool or a target in the Makefile _before_ the inclusion into the Ports Collection by a committer (for example, using `make makeplist`), this is still considered a static list, since it is possible to examine it without having to download or compile the distfile. A _dynamic package list_ is a package list which is generated at the time the port is compiled based upon the files and directories which are installed. It is not possible to examine it before the source code of the ported application is downloaded and compiled, or after running a `make clean`. While the use of dynamic package lists is not forbidden, maintainers should use static package lists wherever possible, as it enables users to man:grep[1] through available ports to discover, for example, which port installs a certain file. Dynamic lists should be primarily used for complex ports where the package list changes drastically based upon optional features of the port (and thus maintaining a static package list is infeasible), or ports which change the package list based upon the version of dependent software used. For example, ports which generate docs with Javadoc. [[plist-autoplist]] == Automated Package List Creation First, make sure the port is almost complete, with only [.filename]#pkg-plist# missing. Running `make makeplist` will show an example for [.filename]#pkg-plist#. The output of `makeplist` must be double checked for correctness as it tries to automatically guess a few things, and can get it wrong. User configuration files should be installed as [.filename]#filename.sample#, as it is described in crossref:plist[plist-config, Configuration Files]. [.filename]#info/dir# must not be listed and appropriate [.filename]#install-info# lines must be added as noted in the crossref:makefiles[makefile-info,info files] section. Any libraries installed by the port must be listed as specified in the crossref:special[porting-shlibs,shared libraries] section. [[plist-autoplist-regex]] === Expanding `PLIST_SUB` with Regular Expressions Strings to be replaced sometimes need to be very specific to avoid undesired replacements. This is a common problem with shorter values. To address this problem, for each `_PLACEHOLDER_=_value_`, a `PLACEHOLDER_regex=regex` can be set, with the `_regex_` part matching _value_ more precisely. [[plist-autoplist-regex-ex1]] .Using PLIST_SUB with Regular Expressions [example] ==== Perl ports can install architecture dependent files in a specific tree. On FreeBSD to ease porting, this tree is called `mach`. For example, a port that installs a file whose path contains `mach` could have that part of the path string replaced with the wrong values. Consider this [.filename]#Makefile#: [.programlisting] .... PORTNAME= Machine-Build DISTVERSION= 1 CATEGORIES= devel perl5 MASTER_SITES= CPAN PKGNAMEPREFIX= p5- MAINTAINER= perl@FreeBSD.org COMMENT= Building machine WWW= https://search.cpan.org/dist/Machine-Build USES= perl5 USE_PERL5= configure PLIST_SUB= PERL_ARCH=mach .... The files installed by the port are: [.programlisting] .... /usr/local/bin/machine-build /usr/local/lib/perl5/site_perl/man/man1/machine-build.1.gz /usr/local/lib/perl5/site_perl/man/man3/Machine::Build.3.gz /usr/local/lib/perl5/site_perl/Machine/Build.pm /usr/local/lib/perl5/site_perl/mach/5.20/Machine/Build/Build.so .... Running `make makeplist` wrongly generates: [.programlisting] .... bin/%%PERL_ARCH%%ine-build %%PERL5_MAN1%%/%%PERL_ARCH%%ine-build.1.gz %%PERL5_MAN3%%/Machine::Build.3.gz %%SITE_PERL%%/Machine/Build.pm %%SITE_PERL%%/%%PERL_ARCH%%/%%PERL_VER%%/Machine/Build/Build.so .... Change the `PLIST_SUB` line from the [.filename]#Makefile# to: [.programlisting] .... PLIST_SUB= PERL_ARCH=mach \ PERL_ARCH_regex=\bmach\b .... Now `make makeplist` correctly generates: [.programlisting] .... bin/machine-build %%PERL5_MAN1%%/machine-build.1.gz %%PERL5_MAN3%%/Machine::Build.3.gz %%SITE_PERL%%/Machine/Build.pm %%SITE_PERL%%/%%PERL_ARCH%%/%%PERL_VER%%/Machine/Build/Build.so .... ==== [[plist-keywords]] == Expanding Package List with Keywords All keywords can also take optional arguments in parentheses. The arguments are owner, group, and mode. This argument is used on the file or directory referenced. To change the owner, group, and mode of a configuration file, use: [.programlisting] .... @sample(games,games,640) etc/config.sample .... The arguments are optional. If only the group and mode need to be changed, use: [.programlisting] .... @sample(,games,660) etc/config.sample .... [WARNING] ==== If a keyword is used on an crossref:makefiles[makefile-options,optional] entry, it must to be added after the helper: [.programlisting] .... %%FOO%%@sample etc/orbit.conf.sample .... This is because the options plist helpers are used to comment out the line, so they need to be put first. See crossref:makefiles[options_sub,`OPTIONS_SUB`] for more information. ==== [[plist-keywords-desktop-file-utils]] === `@desktop-file-utils` Will run `update-desktop-database -q` after installation and deinstallation. _Never_ use directly, add crossref:uses[uses-desktop-file-utils,`USES=desktop-file-utils`] to the [.filename]#Makefile#. [[plist-keywords-fc]] === `@fc` _directory_ Add a `@dir` entry for the directory passed as an argument, and run `fc-cache -fs` on that directory after installation and deinstallation. [[plist-keywords-fontsdir]] === `@fontsdir` _directory_ Add a `@dir` entry for the directory passed as an argument, and run `mkfontscale` and `mkfontdir` on that directory after installation and deinstallation. Additionally, on deinstallation, it removes the [.filename]#fonts.scale# and [.filename]#fonts.dir# cache files if they are empty. [[plist-keywords-info]] === `@info` _file_ Add the file passed as argument to the plist, and updates the info document index on installation and deinstallation. Additionally, it removes the index if empty on deinstallation. This should never be used manually, but always through `INFO`. See crossref:makefiles[makefile-info,Info Files] for more information. [[plist-keywords-kld]] === `@kld` _directory_ Runs `kldxref` on the directory on installation and deinstallation. Additionally, on deinstallation, it will remove the directory if empty. [[plist-keywords-rmtry]] === `@rmtry` _file_ Will remove the file on deinstallation, and not give an error if the file is not there. [[plist-keywords-sample]] === `@sample` _file_ [_file_] This is used to handle installation of configuration files, through example files bundled with the package. The "actual", non-sample, file is either the second filename, if present, or the first filename without the [.filename]#.sample# extension. This does three things. First, add the first file passed as argument, the sample file, to the plist. Then, on installation, if the actual file is not found, copy the sample file to the actual file. And finally, on deinstallation, remove the actual file if it has not been modified. See crossref:plist[plist-config, Configuration Files] for more information. [[plist-keywords-shared-mime-info]] === `@shared-mime-info` _directory_ Runs `update-mime-database` on the directory on installation and deinstallation. [[plist-keywords-shell]] === `@shell` _file_ Add the file passed as argument to the plist. On installation, add the full path to _file_ to [.filename]#/etc/shells#, while making sure it is not added twice. On deinstallation, remove it from [.filename]#/etc/shells#. [[plist-keywords-terminfo]] === `@terminfo` Do not use by itself. -If the port installs [.filename]#*.terminfo# files, add crossref:uses[uses-terminfo,USES=terminfo] to its [.filename]#Makefile#. +If the port installs [.filename]#*.terminfo# files, add crossref:uses[uses-terminfo,`USES=terminfo`] to its [.filename]#Makefile#. On installation and deinstallation, if `tic` is present, refresh [.filename]#${PREFIX}/shared/misc/terminfo.db# from the [.filename]#*.terminfo# files in [.filename]#${PREFIX}/shared/misc#. [[plist-keywords-base]] === Base Keywords There are a few keywords that are hardcoded, and documented in man:pkg-create[8]. For the sake of completeness, they are also documented here. [[plist-keywords-base-empty]] ==== `@` [_file_] The empty keyword is a placeholder to use when the file's owner, group, or mode need to be changed. For example, to set the group of the file to `games` and add the setgid bit, add: [.programlisting] .... @(,games,2755) sbin/daemon .... [[plist-keywords-base-exec]] ==== `@preexec` _command_, `@postexec` _command_, `@preunexec` _command_, `@postunexec` _command_ Execute _command_ as part of the package installation or deinstallation process. `@preexec` _command_:: Execute _command_ as part of the [.filename]#pre-install# scripts. `@postexec` _command_:: Execute _command_ as part of the [.filename]#post-install# scripts. `@preunexec` _command_:: Execute _command_ as part of the [.filename]#pre-deinstall# scripts. `@postunexec` _command_:: Execute _command_ as part of the [.filename]#post-deinstall# scripts. If _command_ contains any of these sequences somewhere in it, they are expanded inline. For these examples, assume that `@cwd` is set to [.filename]#/usr/local# and the last extracted file was [.filename]#bin/emacs#. `%F`:: Expand to the last filename extracted (as specified). In the example case [.filename]#bin/emacs#. `%D`:: Expand to the current directory prefix, as set with `@cwd`. In the example case [.filename]#/usr/local#. `%B`:: Expand to the basename of the fully qualified filename, that is, the current directory prefix plus the last filespec, minus the trailing filename. In the example case, that would be [.filename]#/usr/local/bin#. `%f`:: Expand to the filename part of the fully qualified name, or the converse of `%B`. In the example case, [.filename]#emacs#. [IMPORTANT] ==== These keywords are here to help you set up the package so that it is as ready to use as possible. They _must not_ be abused to start services, stop services, or run any other commands that will modify the currently running system. ==== [[plist-keywords-base-mode]] ==== `@mode` _mode_ Set default permission for all subsequently extracted files to _mode_. Format is the same as that used by man:chmod[1]. Use without an arg to set back to default permissions (mode of the file while being packed). [IMPORTANT] ==== This must be a numeric mode, like `644`, `4755`, or `600`. It cannot be a relative mode like `u+s`. ==== [[plist-keywords-base-owner]] ==== `@owner` _user_ Set default ownership for all subsequent files to _user_. Use without an argument to set back to default ownership (`root`). [[plist-keywords-base-group]] ==== `@group` _group_ Set default group ownership for all subsequent files to _group_. Use without an arg to set back to default group ownership (`wheel`). [[plist-keywords-base-comment]] ==== `@comment` _string_ This line is ignored when packing. [[plist-keywords-base-dir]] ==== `@dir` _directory_ Declare directory name. By default, directories created under `PREFIX` by a package installation are automatically removed. Use this when an empty directory under `PREFIX` needs to be created, or when the directory needs to have non default owner, group, or mode. Directories outside of `PREFIX` need to be registered. For example, [.filename]#/var/db/${PORTNAME}# needs to have a `@dir` entry whereas [.filename]#${PREFIX}/shared/${PORTNAME}# does not if it contains files or uses the default owner, group, and mode. [[plist-keywords-base-exec-deprecated]] ==== `@exec` _command_, `@unexec` _command_ (Deprecated) Execute _command_ as part of the installation or deinstallation process. Please use crossref:plist[plist-keywords-base-exec, `@preexec` _command_, `@postexec` _command_, `@preunexec` _command_, `@postunexec` _command_] instead. [[plist-keywords-base-dirrm]] ==== `@dirrm` _directory_ (Deprecated) Declare directory name to be deleted at deinstall time. By default, directories created under `PREFIX` by a package installation are deleted when the package is deinstalled. [[plist-keywords-base-dirrmtry]] ==== `@dirrmtry` _directory_ (Deprecated) Declare directory name to be removed, as for `@dirrm`, but does not issue a warning if the directory cannot be removed. [[plist-keywords-creating-new]] === Creating New Keywords Package list files can be extended by keywords that are defined in the [.filename]#${PORTSDIR}/Keywords# directory. The settings for each keyword are stored in a UCL file named [.filename]#keyword.ucl#. The file must contain at least one of these sections: * `attributes` * `action` * `pre-install` * `post-install` * `pre-deinstall` * `post-deinstall` * `pre-upgrade` * `post-upgrade` [[plist-keywords-attributes]] ==== `attributes` Changes the owner, group, or mode used by the keyword. Contains an associative array where the possible keys are `owner`, `group`, and `mode`. The values are, respectively, a user name, a group name, and a file mode. For example: [.programlisting] .... attributes: { owner: "games", group: "games", mode: 0555 } .... [[plist-keywords-action]] ==== `action` Defines what happens to the keyword's parameter. Contains an array where the possible values are: `setprefix`:: Set the prefix for the next plist entries. `dir`:: Register a directory to be created on install and removed on deinstall. `dirrm`:: Register a directory to be deleted on deinstall. Deprecated. `dirrmtry`:: Register a directory to try and deleted on deinstall. Deprecated. `file`:: Register a file. `setmode`:: Set the mode for the next plist entries. `setowner`:: Set the owner for the next plist entries. `setgroup`:: Set the group for the next plist entries. `comment`:: Does not do anything, equivalent to not entering an `action` section. `ignore_next`:: Ignore the next entry in the plist. [[plist-keywords-arguments]] ==== `arguments` If set to `true`, adds argument handling, splitting the whole line, `%@`, into numbered arguments, `%1`, `%2`, and so on. For example, for this line: [.programlisting] .... @foo some.content other.content .... `%1` and `%2` will contain: [.programlisting] .... some.content other.content .... It also affects how the crossref:plist[plist-keywords-action,`action`] entry works. When there is more than one argument, the argument number must be specified. For example: [.programlisting] .... actions: [file(1)] .... [[plist-keywords-pre-post]] ==== `pre-install`, `post-install`, `pre-deinstall`, `post-deinstall`, `pre-upgrade`, `post-upgrade` These keywords contains a man:sh[1] script to be executed before or after installation, deinstallation, or upgrade of the package. In addition to the usual `@exec %_foo_` placeholders described in crossref:plist[plist-keywords-base-exec, `@preexec` _command_, `@postexec` _command_, `@preunexec` _command_, `@postunexec` _command_], there is a new one, `%@`, which represents the argument of the keyword. [[plist-keywords-examples]] ==== Custom Keyword Examples [[plist-keywords-fc-example]] .Example of a `@dirrmtryecho` Keyword [example] ==== This keyword does two things, it adds a `@dirrmtry _directory_` line to the packing list, and echoes the fact that the directory is removed when deinstalling the package. [.programlisting] .... actions: [dirrmtry] post-deinstall: < libfoo.so.42 -rwxr-xr-x 1 nobody nobody 15 Aug 3 11:24 libfoo.so.42* % ls -lF ${STAGEDIR}${PREFIX}/bin lrwxr-xr-x 1 nobody nobody 181 Aug 3 11:27 bar@ -> ../libexec/foo/bar % ls -lF ${STAGEDIRDIR}${PREFIX}/share lrwxr-xr-x 1 nobody nobody 181 Aug 3 11:27 foo@ -> ../../../var/cache/foo .... ==== [[bundled-libs]] == Bundled Libraries This section explains why bundled dependencies are considered bad and what to do about them. [[bundled-libs-why-bad]] === Why Bundled Libraries Are Bad Some software requires the porter to locate third-party libraries and add the required dependencies to the port. Other software bundles all necessary libraries into the distribution file. The second approach seems easier at first, but there are some serious drawbacks: This list is loosely based on the https://fedoraproject.org/wiki/Packaging:No_Bundled_Libraries[Fedora] and https://wiki.gentoo.org/wiki/Why_not_bundle_dependencies[Gentoo] wikis, both licensed under the https://creativecommons.org/licenses/by-sa/3.0/[CC-BY-SA 3.0] license. Security:: If vulnerabilities are found in the upstream library and fixed there, they might not be fixed in the library bundled with the port. One reason could be that the author is not aware of the problem. This means that the porter must fix them, or upgrade to a non-vulnerable version, and send a patch to the author. This all takes time, which results in software being vulnerable longer than necessary. This in turn makes it harder to coordinate a fix without unnecessarily leaking information about the vulnerability. Bugs:: This problem is similar to the problem with security in the last paragraph, but generally less severe. Forking:: It is easier for the author to fork the upstream library once it is bundled. While convenient on first sight, it means that the code diverges from upstream making it harder to address security or other problems with the software. A reason for this is that patching becomes harder. + Another problem of forking is that because code diverges from upstream, bugs get solved over and over again instead of just once at a central location. This defeats the idea of open source software in the first place. Symbol collision:: When a library is installed on the system, it might collide with the bundled version. This can cause immediate errors at compile or link time. It can also cause errors when running the program which might be harder to track down. The latter problem could be caused because the versions of the two libraries are incompatible. Licensing:: When bundling projects from different sources, license issues can arise more easily, especially when licenses are incompatible. Waste of resources:: Bundled libraries waste resources on several levels. It takes longer to build the actual application, especially if these libraries are already present on the system. At run-time, they can take up unnecessary memory when the system-wide library is already loaded by one program and the bundled library is loaded by another program. Waste of effort:: When a library needs patches for FreeBSD, these patches have to be duplicated again in the bundled library. This wastes developer time because the patches might not apply cleanly. It can also be hard to notice that these patches are required in the first place. [[bundled-libs-practices]] === What to do About Bundled Libraries Whenever possible, use the unbundled version of the library by adding a `LIB_DEPENDS` to the port. If such a port does not exist yet, consider creating it. Only use bundled libraries if the upstream has a good track record on security and using unbundled versions leads to overly complex patches. [NOTE] ==== In some very special cases, for example emulators, like Wine, a port has to bundle libraries, because they are in a different architecture, or they have been modified to fit the software's use. In that case, those libraries should not be exposed to other ports for linking. Add `BUNDLE_LIBS=yes` to the port's [.filename]#Makefile#. This will tell man:pkg[8] to not compute provided libraries. Always ask the {portmgr} before adding this to a port. ==== [[porting-shlibs]] == Shared Libraries If the port installs one or more shared libraries, define a `USE_LDCONFIG` make variable, which will instruct a [.filename]#bsd.port.mk# to run `${LDCONFIG} -m` on the directory where the new library is installed (usually [.filename]#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 [.filename]#pkg-plist#, so that a user who installed the package can start using the shared library immediately and de-installation will not cause the system to still believe the library is there. [.programlisting] .... USE_LDCONFIG= yes .... The default directory can be overridden by setting `USE_LDCONFIG` to a list of directories into which shared libraries are to be installed. For example, if the port installs shared libraries into [.filename]#PREFIX/lib/foo# and [.filename]#PREFIX/lib/bar# use this in [.filename]#Makefile#: [.programlisting] .... USE_LDCONFIG= ${PREFIX}/lib/foo ${PREFIX}/lib/bar .... Please double-check, often this is not necessary at all or can be avoided through `-rpath` or setting `LD_RUN_PATH` during linking (see package:lang/mosml[] for an example), or through a shell-wrapper which sets `LD_LIBRARY_PATH` before invoking the binary, like package:www/seamonkey[] does. When installing 32-bit libraries on a 64-bit system, use `USE_LDCONFIG32` instead. If the software uses crossref:special[using-autotools,autotools], and specifically `libtool`, add crossref:uses[uses-libtool,`USES=libtool`]. When the major library version number increments in the update to the new port version, all other ports that link to the affected library must have their `PORTREVISION` incremented, to force recompilation with the new library version. [[porting-restrictions]] == Ports with Distribution Restrictions or Legal Concerns 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. [IMPORTANT] ==== It is the responsibility of 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/HTTP or CD-ROM. If in doubt, please contact the {freebsd-ports}. ==== In situations like this, the variables described in the next sections can be set. [[porting-restrictions-no_package]] === `NO_PACKAGE` This variable indicates that we may not generate a binary package of the application. For instance, the license may disallow binary redistribution, or it may prohibit distribution of packages created from patched sources. However, the port's `DISTFILES` may be freely mirrored on FTP/HTTP. They may also be distributed on a CD-ROM (or similar media) unless `NO_CDROM` is set as well. If the binary package is not generally useful, and the application must always be compiled from the source code, use `NO_PACKAGE`. For example, if the application has configuration information that is site specific hard coded into it at compile time, set `NO_PACKAGE`. Set `NO_PACKAGE` to a string describing the reason why the package cannot be generated. [[porting-restrictions-no_cdrom]] === `NO_CDROM` This variable alone indicates that, although we are allowed to generate binary packages, we may put neither those packages nor the port's `DISTFILES` onto a CD-ROM (or similar media) for resale. However, the binary packages and the port's `DISTFILES` will still be available via FTP/HTTP. If this variable is set along with `NO_PACKAGE`, then only the port's `DISTFILES` will be available, and only via FTP/HTTP. Set `NO_CDROM` to a string describing the reason why the port cannot be redistributed on CD-ROM. For instance, use this if the port's license is for "non-commercial" use only. [[porting-restrictions-nofetchfiles]] === `NOFETCHFILES` Files defined in `NOFETCHFILES` are not fetchable from any of `MASTER_SITES`. An example of such a file is when the file is supplied on CD-ROM by the vendor. Tools which check for the availability of these files on `MASTER_SITES` have to ignore these files and not report about them. [[porting-restrictions-restricted]] === `RESTRICTED` Set this variable alone if the application's license permits neither mirroring the application's `DISTFILES` nor distributing the binary package in any way. Do not set `NO_CDROM` or `NO_PACKAGE` along with `RESTRICTED`, since the latter variable implies the former ones. Set `RESTRICTED` to a string describing the reason why the port cannot be redistributed. Typically, this indicates that the port contains proprietary software and that the user will need to manually download the `DISTFILES`, possibly after registering for the software or agreeing to accept the terms of an EULA. [[porting-restrictions-restricted_files]] === `RESTRICTED_FILES` When `RESTRICTED` or `NO_CDROM` is set, this variable defaults to `${DISTFILES} ${PATCHFILES}`, otherwise it is empty. If only some of the distribution files are restricted, then set this variable to list them. [[porting-restrictions-legal_text]] === `LEGAL_TEXT` If the port has legal concerns not addressed by the above variables, set `LEGAL_TEXT` to a string explaining the concern. For example, if special permission was obtained for FreeBSD to redistribute the binary, this variable must indicate so. [[porting-restrictions-legal]] === [.filename]#/usr/ports/LEGAL# and `LEGAL` A port which sets any of the above variables must also be added to [.filename]#/usr/ports/LEGAL#. The first column is a glob which matches the restricted distfiles. The second column is the port's origin. The third column is the output of `make -VLEGAL`. [[porting-restrictions-examples]] === Examples The preferred way to state "the distfiles for this port must be fetched manually" is as follows: [.programlisting] .... .if !exists(${DISTDIR}/${DISTNAME}${EXTRACT_SUFX}) IGNORE= may not be redistributed because of licensing reasons. Please visit some-website to accept their license and download ${DISTFILES} into ${DISTDIR} .endif .... This both informs the user, and sets the proper metadata on the user's machine for use by automated programs. Note that this stanza must be preceded by an inclusion of [.filename]#bsd.port.pre.mk#. [[building]] == Building Mechanisms [[parallel-builds]] === Building Ports in Parallel The FreeBSD ports framework supports parallel building using multiple `make` sub-processes, which allows SMP systems to utilize all of their available CPU power, allowing port builds to be faster and more effective. This is achieved by passing `-jX` flag to man:make[1] running on vendor code. This is the default build behavior of ports. Unfortunately, not all ports handle parallel building well and it may be required to explicitly disable this feature by adding the `MAKE_JOBS_UNSAFE=yes` variable. It is used when a port is known to be broken with `-jX` due to race conditions causing intermittent build failures. [IMPORTANT] ==== When setting `MAKE_JOBS_UNSAFE`, it is very important to explain either with a comment in the [.filename]#Makefile#, or at least in the commit message, _why_ the port does not build when enabling. Otherwise, it is almost impossible to either fix the problem, or test if it has been fixed when committing an update at a later date. ==== [[using-make]] === `make`, `gmake`, and `imake` Several differing `make` implementations exist. Ported software often requires a particular implementation, like GNU `make`, known in FreeBSD as `gmake`. If the port uses GNU make, add `gmake` to `USES`. `MAKE_CMD` can be used to reference the specific command configured by the `USES` setting in the port's [.filename]#Makefile#. Only use `MAKE_CMD` within the application [.filename]##Makefile##s in `WRKSRC` to call the `make` implementation expected by the ported software. If the port is an X application that uses imake to create [.filename]##Makefile##s from [.filename]##Imakefile##s, set `USES= imake`. See the crossref:uses[uses-imake,`USES=imake`] section of crossref:uses[uses,Using `USES` Macros] for more details. If the port's source [.filename]#Makefile# has something other than `all` as the main build target, set `ALL_TARGET` accordingly. The same goes for `install` and `INSTALL_TARGET`. [[using-configure]] === `configure` Script If the port uses the `configure` script to generate [.filename]#Makefile# from [.filename]#Makefile.in#, set `GNU_CONFIGURE=yes`. To give extra arguments to the `configure` script (the default argument is `--prefix=${PREFIX} --infodir=${PREFIX}/${INFO_PATH} --mandir=${PREFIX}/man --build=${CONFIGURE_TARGET}`), set those extra arguments in `CONFIGURE_ARGS`. Extra environment variables can be passed using `CONFIGURE_ENV`. [[using-configure-variables]] .Variables for Ports That Use `configure` [cols="1,1", frame="none", options="header"] |=== | Variable | Means |`GNU_CONFIGURE` |The port uses `configure` script to prepare build. |`HAS_CONFIGURE` |Same as `GNU_CONFIGURE`, except default configure target is not added to `CONFIGURE_ARGS`. |`CONFIGURE_ARGS` |Additional arguments passed to `configure` script. |`CONFIGURE_ENV` |Additional environment variables to be set for `configure` script run. |`CONFIGURE_TARGET` |Override default configure target. Default value is `${MACHINE_ARCH}-portbld-freebsd${OSREL}`. |=== [[using-cmake]] === Using `cmake` For ports that use CMake, define `USES= cmake`. [[using-cmake-variables]] .Variables for Ports That Use `cmake` [cols="1,1", frame="none", options="header"] |=== | Variable | Means |`CMAKE_ARGS` |Port specific CMake flags to be passed to the `cmake` binary. |`CMAKE_ON` |For each entry in `CMAKE_ON`, an enabled boolean value is added to -`CMAKE_ARGS`. See crossref:special[using-cmake-example2,.`CMAKE_ON` and `CMAKE_OFF`]. +`CMAKE_ARGS`. See crossref:special[using-cmake-example2,`CMAKE_ON` and `CMAKE_OFF`]. |`CMAKE_OFF` |For each entry in `CMAKE_OFF`, a disabled boolean value is added to -`CMAKE_ARGS`. See crossref:special[using-cmake-example2,.`CMAKE_ON` and `CMAKE_OFF`]. +`CMAKE_ARGS`. See crossref:special[using-cmake-example2,`CMAKE_ON` and `CMAKE_OFF`]. |`CMAKE_BUILD_TYPE` |Type of build (CMake predefined build profiles). Default is `Release`, or `Debug` if `WITH_DEBUG` is set. |`CMAKE_SOURCE_PATH` |Path to the source directory. Default is `${WRKSRC}`. |`CONFIGURE_ENV` |Additional environment variables to be set for the `cmake` binary. |=== [[using-cmake-user-variables]] .Variables the Users Can Define for `cmake` Builds [cols="1,1", frame="none", options="header"] |=== | Variable | Means |`CMAKE_NOCOLOR` |Disables color build output. Default not set, unless `BATCH` or `PACKAGE_BUILDING` are set. |=== CMake supports these build profiles: `Debug`, `Release`, `RelWithDebInfo` and `MinSizeRel`. `Debug` and `Release` profiles respect system `\*FLAGS`, `RelWithDebInfo` and `MinSizeRel` will set `CFLAGS` to `-O2 -g` and `-Os -DNDEBUG` correspondingly. The lower-cased value of `CMAKE_BUILD_TYPE` is exported to `PLIST_SUB` and must be used if the port installs [.filename]#*.cmake# depending on the build type (see package:devel/kf5-kcrash[] for an example). Please note that some projects may define their own build profiles and/or force particular build type by setting `CMAKE_BUILD_TYPE` in [.filename]#CMakeLists.txt#. To make a port for such a project respect `CFLAGS` and `WITH_DEBUG`, the `CMAKE_BUILD_TYPE` definitions must be removed from those files. Most CMake-based projects support an out-of-source method of building. The out-of-source build for a port is the default setting. An in-source build can be requested by using the `:insource` suffix. With out-of-source builds, `CONFIGURE_WRKSRC`, `BUILD_WRKSRC` and `INSTALL_WRKSRC` will be set to `${WRKDIR}/.build` and this directory will be used to keep all files generated during configuration and build stages, leaving the source directory intact. [[using-cmake-example]] .`USES= cmake` Example [example] ==== This snippet demonstrates the use of CMake for a port. `CMAKE_SOURCE_PATH` is not usually required, but can be set when the sources are not located in the top directory, or if only a subset of the project is intended to be built by the port. [.programlisting] .... USES= cmake CMAKE_SOURCE_PATH= ${WRKSRC}/subproject .... ==== [[using-cmake-example2]] .`CMAKE_ON` and `CMAKE_OFF` [example] ==== When adding boolean values to `CMAKE_ARGS`, it is easier to use the `CMAKE_ON` and `CMAKE_OFF` variables instead. This: [.programlisting] .... CMAKE_ON= VAR1 VAR2 CMAKE_OFF= VAR3 .... Is equivalent to: [.programlisting] .... CMAKE_ARGS= -DVAR1:BOOL=TRUE -DVAR2:BOOL=TRUE -DVAR3:BOOL=FALSE .... [IMPORTANT] ====== This is only for the default values off `CMAKE_ARGS`. The helpers described in crossref:makefiles[options-cmake_bool,`OPT_CMAKE_BOOL` and `OPT_CMAKE_BOOL_OFF`] use the same semantics, but for optional values. ====== ==== [[using-scons]] === Using `scons` If the port uses SCons, define `USES=scons`. To make third party [.filename]#SConstruct# respect everything that is passed to SCons in the environment (that is, most importantly, `CC/CXX/CFLAGS/CXXFLAGS`), patch [.filename]#SConstruct# so build `Environment` is constructed like this: [.programlisting] .... env = Environment(**ARGUMENTS) .... It may be then modified with `env.Append` and `env.Replace`. [[using-cargo]] === Building Rust Applications with `cargo` For ports that use Cargo, define `USES=cargo`. [[using-cargo-user-variables]] .Variables the Users Can Define for `cargo` Builds [cols="1,1,1", frame="none", options="header"] |=== | Variable | Default | Description |`CARGO_CRATES` | |List of crates the port depends on. Each entry needs to have a format like `cratename-semver` for example, `libc-0.2.40`. Port maintainers can generate this list from [.filename]#Cargo.lock# using `make cargo-crates`. Manually bumping crate versions is possible but be mindful of transitive dependencies. If the list generated by `make cargo-crates` is big, it might be convenient to place it inside a `Makefile.crates` file in the top-level port directory. If present, the ports framework sources that file automatically. This help keep the main port Makefile within a manageable size. |`CARGO_FEATURES` | |List of application features to build (space separated list). To deactivate all default features add the special token `--no-default-features` to `CARGO_FEATURES`. Manually passing it to `CARGO_BUILD_ARGS`, `CARGO_INSTALL_ARGS`, and `CARGO_TEST_ARGS` is not needed. |`CARGO_CARGOTOML` |`${WRKSRC}/Cargo.toml` |The path to the [.filename]#Cargo.toml# to use. |`CARGO_CARGOLOCK` |`${WRKSRC}/Cargo.lock` |The path to the [.filename]#Cargo.lock# to use for `make cargo-crates`. It is possible to specify more than one lock file when necessary. |`CARGO_ENV` | |A list of environment variables to pass to Cargo similar to `MAKE_ENV`. |`RUSTFLAGS` | |Flags to pass to the Rust compiler. |`CARGO_CONFIGURE` |`yes` |Use the default `do-configure`. |`CARGO_UPDATE_ARGS` | |Extra arguments to pass to Cargo during the configure phase. Valid arguments can be looked up with `cargo update --help`. |`CARGO_BUILDDEP` |`yes` |Add a build dependency on package:lang/rust[]. |`CARGO_CARGO_BIN` |`${LOCALBASE}/bin/cargo` |Location of the `cargo` binary. |`CARGO_BUILD` |`yes` |Use the default `do-build`. |`CARGO_BUILD_ARGS` | |Extra arguments to pass to Cargo during the build phase. Valid arguments can be looked up with `cargo build --help`. |`CARGO_INSTALL` |`yes` |Use the default `do-install`. |`CARGO_INSTALL_ARGS` | |Extra arguments to pass to Cargo during the install phase. Valid arguments can be looked up with `cargo install --help`. |`CARGO_INSTALL_PATH` |`.` |Path to the crate to install. This is passed to `cargo install` via its `--path` argument. When multiple paths are specified `cargo install` is run multiple times. |`CARGO_TEST` |`yes` |Use the default `do-test`. |`CARGO_TEST_ARGS` | |Extra arguments to pass to Cargo during the test phase. Valid arguments can be looked up with `cargo test --help`. |`CARGO_TARGET_DIR` |`${WRKDIR}/target` |Location of the cargo output directory. |`CARGO_DIST_SUBDIR` |[.filename]#rust/crates# |Directory relative to `DISTDIR` where the crate distribution files will be stored. |`CARGO_VENDOR_DIR` |`${WRKSRC}/cargo-crates` |Location of the vendor directory where all crates will be extracted to. Try to keep this under `PATCH_WRKSRC`, so that patches can be applied easily. |`CARGO_USE_GITHUB` |`no` |Enable fetching of crates locked to specific Git commits on GitHub via `GH_TUPLE`. This will try to patch all [.filename]#Cargo.toml# under `WRKDIR` to point to the offline sources instead of fetching them from a Git repository during the build. |`CARGO_USE_GITLAB` |`no` |Same as `CARGO_USE_GITHUB` but for GitLab instances and `GL_TUPLE`. |=== [[cargo-ex1]] .Creating a Port for a Simple Rust Application [example] ==== Creating a Cargo based port is a three stage process. First we need to provide a ports template that fetches the application distribution file: [.programlisting] .... PORTNAME= tokei DISTVERSIONPREFIX= v DISTVERSION= 7.0.2 CATEGORIES= devel MAINTAINER= tobik@FreeBSD.org COMMENT= Display statistics about your code WWW= https://github.com/XAMPPRocky/tokei/ USES= cargo USE_GITHUB= yes GH_ACCOUNT= Aaronepower .include .... Generate an initial [.filename]#distinfo#: [source,shell] .... % make makesum => Aaronepower-tokei-v7.0.2_GH0.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://codeload.github.com/Aaronepower/tokei/tar.gz/v7.0.2?dummy=/Aaronepower-tokei-v7.0.2_GH0.tar.gz fetch: https://codeload.github.com/Aaronepower/tokei/tar.gz/v7.0.2?dummy=/Aaronepower-tokei-v7.0.2_GH0.tar.gz: size of remote file is not known Aaronepower-tokei-v7.0.2_GH0.tar.gz 45 kB 239 kBps 00m00s .... Now the distribution file is ready to use and we can go ahead and extract crate dependencies from the bundled [.filename]#Cargo.lock#: [source,shell] .... % make cargo-crates CARGO_CRATES= aho-corasick-0.6.4 \ ansi_term-0.11.0 \ arrayvec-0.4.7 \ atty-0.2.9 \ bitflags-1.0.1 \ byteorder-1.2.2 \ [...] .... The output of this command needs to be pasted directly into the Makefile: [.programlisting] .... PORTNAME= tokei DISTVERSIONPREFIX= v DISTVERSION= 7.0.2 CATEGORIES= devel MAINTAINER= tobik@FreeBSD.org COMMENT= Display statistics about your code WWW= https://github.com/XAMPPRocky/tokei/ USES= cargo USE_GITHUB= yes GH_ACCOUNT= Aaronepower CARGO_CRATES= aho-corasick-0.6.4 \ ansi_term-0.11.0 \ arrayvec-0.4.7 \ atty-0.2.9 \ bitflags-1.0.1 \ byteorder-1.2.2 \ [...] .include .... [.filename]#distinfo# needs to be regenerated to contain all the crate distribution files: [source,shell] .... % make makesum => rust/crates/aho-corasick-0.6.4.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://crates.io/api/v1/crates/aho-corasick/0.6.4/download?dummy=/rust/crates/aho-corasick-0.6.4.tar.gz rust/crates/aho-corasick-0.6.4.tar.gz 100% of 24 kB 6139 kBps 00m00s => rust/crates/ansi_term-0.11.0.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://crates.io/api/v1/crates/ansi_term/0.11.0/download?dummy=/rust/crates/ansi_term-0.11.0.tar.gz rust/crates/ansi_term-0.11.0.tar.gz 100% of 16 kB 21 MBps 00m00s => rust/crates/arrayvec-0.4.7.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://crates.io/api/v1/crates/arrayvec/0.4.7/download?dummy=/rust/crates/arrayvec-0.4.7.tar.gz rust/crates/arrayvec-0.4.7.tar.gz 100% of 22 kB 3237 kBps 00m00s => rust/crates/atty-0.2.9.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://crates.io/api/v1/crates/atty/0.2.9/download?dummy=/rust/crates/atty-0.2.9.tar.gz rust/crates/atty-0.2.9.tar.gz 100% of 5898 B 81 MBps 00m00s => rust/crates/bitflags-1.0.1.tar.gz doesn't seem to exist in /usr/ports/distfiles/. [...] .... The port is now ready for a test build and further adjustments like creating a plist, writing a description, adding license information, options, etc. as normal. If you are not testing your port in a clean environment like with poudriere, remember to run `make clean` before any testing. ==== [[cargo-ex2]] .Enabling Additional Application Features [example] ==== Some applications define additional features in their [.filename]#Cargo.toml#. They can be compiled in by setting `CARGO_FEATURES` in the port. Here we enable Tokei's `json` and `yaml` features: [.programlisting] .... CARGO_FEATURES= json yaml .... ==== [[cargo-ex4]] .Encoding Application Features As Port Options [example] ==== An example `[features]` section in [.filename]#Cargo.toml# could look like this: [.programlisting] .... [features] pulseaudio_backend = ["librespot-playback/pulseaudio-backend"] portaudio_backend = ["librespot-playback/portaudio-backend"] default = ["pulseaudio_backend"] .... `pulseaudio_backend` is a default feature. It is always enabled unless we explicitly turn off default features by adding `--no-default-features` to `CARGO_FEATURES`. Here we turn the `portaudio_backend` and `pulseaudio_backend` features into port options: [.programlisting] .... CARGO_FEATURES= --no-default-features OPTIONS_DEFINE= PORTAUDIO PULSEAUDIO PORTAUDIO_VARS= CARGO_FEATURES+=portaudio_backend PULSEAUDIO_VARS= CARGO_FEATURES+=pulseaudio_backend .... ==== [[cargo-ex3]] .Listing Crate Licenses [example] ==== Crates have their own licenses. It is important to know what they are when adding a `LICENSE` block to the port (see crossref:makefiles[licenses,Licenses]). The helper target `cargo-crates-licenses` will try to list all the licenses of all crates defined in `CARGO_CRATES`. [source,shell] .... % make cargo-crates-licenses aho-corasick-0.6.4 Unlicense/MIT ansi_term-0.11.0 MIT arrayvec-0.4.7 MIT/Apache-2.0 atty-0.2.9 MIT bitflags-1.0.1 MIT/Apache-2.0 byteorder-1.2.2 Unlicense/MIT [...] .... [NOTE] ====== The license names `make cargo-crates-licenses` outputs are SPDX 2.1 licenses expression which do not match the license names defined in the ports framework. They need to be translated to the names from crossref:makefiles[licenses-license-list,Predefined License List]. ====== ==== [[using-meson]] === Using `meson` For ports that use Meson, define `USES=meson`. [[using-meson-variables]] .Variables for Ports That Use `meson` [cols="1,1", frame="none", options="header"] |=== | Variable | Description |`MESON_ARGS` |Port specific Meson flags to be passed to the `meson` binary. |`MESON_BUILD_DIR` |Path to the build directory relative to `WRKSRC`. Default is `_build`. |=== [[using-meson-example]] .`USES=meson` Example [example] ==== This snippet demonstrates the use of Meson for a port. [.programlisting] .... USES= meson MESON_ARGS= -Dfoo=enabled .... ==== [[using-go]] === Building Go Applications For ports that use Go, define `USES=go`. Refer to crossref:uses[uses-go,`go`] for a list of variables that can be set to control the build process. [[go-ex1]] .Creating a Port for a Go Modules Based Application [example] ==== In most cases, it is sufficient to set the `GO_MODULE` variable to the value specified by the `module` directive in `go.mod`: [.programlisting] .... PORTNAME= hey DISTVERSIONPREFIX= v DISTVERSION= 0.1.4 CATEGORIES= benchmarks MAINTAINER= dmgk@FreeBSD.org COMMENT= Tiny program that sends some load to a web application WWW= https://github.com/rakyll/hey/ LICENSE= APACHE20 LICENSE_FILE= ${WRKSRC}/LICENSE USES= go:modules GO_MODULE= github.com/rakyll/hey PLIST_FILES= bin/hey .include .... If the "easy" way is not adequate or more control over dependencies is needed, the full porting process is described below. Creating a Go-based port is a five-stage process. First we need to provide a ports template that fetches the application distribution file: [.programlisting] .... PORTNAME= ghq DISTVERSIONPREFIX= v DISTVERSION= 0.12.5 CATEGORIES= devel MAINTAINER= tobik@FreeBSD.org COMMENT= Remote repository management made easy WWW= https://github.com/x-motemen/ghq/ USES= go:modules USE_GITHUB= yes GH_ACCOUNT= motemen .include .... Generate an initial [.filename]#distinfo#: [source,shell] .... % make makesum ===> License MIT accepted by the user => motemen-ghq-v0.12.5_GH0.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://codeload.github.com/motemen/ghq/tar.gz/v0.12.5?dummy=/motemen-ghq-v0.12.5_GH0.tar.gz fetch: https://codeload.github.com/motemen/ghq/tar.gz/v0.12.5?dummy=/motemen-ghq-v0.12.5_GH0.tar.gz: size of remote file is not known motemen-ghq-v0.12.5_GH0.tar.gz 32 kB 177 kBps 00s .... Now the distribution file is ready to use and we can extract the required Go module dependencies. This step requires having package:ports-mgmt/modules2tuple[] installed: [source,shell] .... % make gomod-vendor [...] GH_TUPLE= \ Songmu:gitconfig:v0.0.2:songmu_gitconfig/vendor/github.com/Songmu/gitconfig \ daviddengcn:go-colortext:186a3d44e920:daviddengcn_go_colortext/vendor/github.com/daviddengcn/go-colortext \ go-yaml:yaml:v2.2.2:go_yaml_yaml/vendor/gopkg.in/yaml.v2 \ golang:net:3ec191127204:golang_net/vendor/golang.org/x/net \ golang:sync:112230192c58:golang_sync/vendor/golang.org/x/sync \ golang:xerrors:3ee3066db522:golang_xerrors/vendor/golang.org/x/xerrors \ motemen:go-colorine:45d19169413a:motemen_go_colorine/vendor/github.com/motemen/go-colorine \ urfave:cli:v1.20.0:urfave_cli/vendor/github.com/urfave/cli .... The output of this command needs to be pasted directly into the Makefile: [.programlisting] .... PORTNAME= ghq DISTVERSIONPREFIX= v DISTVERSION= 0.12.5 CATEGORIES= devel MAINTAINER= tobik@FreeBSD.org COMMENT= Remote repository management made easy WWW= https://github.com/x-motemen/ghq/ USES= go:modules USE_GITHUB= yes GH_ACCOUNT= motemen GH_TUPLE= Songmu:gitconfig:v0.0.2:songmu_gitconfig/vendor/github.com/Songmu/gitconfig \ daviddengcn:go-colortext:186a3d44e920:daviddengcn_go_colortext/vendor/github.com/daviddengcn/go-colortext \ go-yaml:yaml:v2.2.2:go_yaml_yaml/vendor/gopkg.in/yaml.v2 \ golang:net:3ec191127204:golang_net/vendor/golang.org/x/net \ golang:sync:112230192c58:golang_sync/vendor/golang.org/x/sync \ golang:xerrors:3ee3066db522:golang_xerrors/vendor/golang.org/x/xerrors \ motemen:go-colorine:45d19169413a:motemen_go_colorine/vendor/github.com/motemen/go-colorine \ urfave:cli:v1.20.0:urfave_cli/vendor/github.com/urfave/cli .include .... [.filename]#distinfo# needs to be regenerated to contain all the distribution files: [source,shell] .... % make makesum => Songmu-gitconfig-v0.0.2_GH0.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://codeload.github.com/Songmu/gitconfig/tar.gz/v0.0.2?dummy=/Songmu-gitconfig-v0.0.2_GH0.tar.gz fetch: https://codeload.github.com/Songmu/gitconfig/tar.gz/v0.0.2?dummy=/Songmu-gitconfig-v0.0.2_GH0.tar.gz: size of remote file is not known Songmu-gitconfig-v0.0.2_GH0.tar.gz 5662 B 936 kBps 00s => daviddengcn-go-colortext-186a3d44e920_GH0.tar.gz doesn't seem to exist in /usr/ports/distfiles/. => Attempting to fetch https://codeload.github.com/daviddengcn/go-colortext/tar.gz/186a3d44e920?dummy=/daviddengcn-go-colortext-186a3d44e920_GH0.tar.gz fetch: https://codeload.github.com/daviddengcn/go-colortext/tar.gz/186a3d44e920?dummy=/daviddengcn-go-colortext-186a3d44e920_GH0.tar.gz: size of remote file is not known daviddengcn-go-colortext-186a3d44e920_GH0.tar. 4534 B 1098 kBps 00s [...] .... The port is now ready for a test build and further adjustments like creating a plist, writing a description, adding license information, options, etc. as normal. If you are not testing your port in a clean environment like with poudriere, remember to run `make clean` before any testing. ==== [[go-ex2]] .Setting Output Binary Name or Installation Path [example] ==== Some ports need to install the resulting binary under a different name or to a path other than the default `${PREFIX}/bin`. This can be done by using `GO_TARGET` tuple syntax, for example: [.programlisting] .... GO_TARGET= ./cmd/ipfs:ipfs-go .... will install `ipfs` binary as `${PREFIX}/bin/ipfs-go` and [.programlisting] .... GO_TARGET= ./dnscrypt-proxy:${PREFIX}/sbin/dnscrypt-proxy .... will install `dnscrypt-proxy` to `${PREFIX}/sbin`. ==== [[using-cabal]] === Building Haskell Applications with `cabal` For ports that use Cabal, build system defines `USES=cabal`. Refer to crossref:uses[uses-cabal,`cabal`] for a list of variables that can be set to control the build process. [[cabal-ex1]] .Creating a Port for a Hackage-hosted Haskell Application [example] ==== When preparing a Haskell Cabal port, package:devel/hs-cabal-install[] and package:ports-mgmt/hs-cabal2tuple[] programs are required, so make sure they are installed beforehand. First we need to define common ports variables that allow cabal-install to fetch the package distribution file: [.programlisting] .... PORTNAME= ShellCheck DISTVERSION= 0.6.0 CATEGORIES= devel MAINTAINER= haskell@FreeBSD.org COMMENT= Shell script analysis tool WWW= https://www.shellcheck.net/ USES= cabal .include .... This minimal Makefile fetches the distribution file with the `cabal-extract` helper target: [source,shell] .... % make cabal-extract [...] Downloading the latest package list from hackage.haskell.org cabal get ShellCheck-0.6.0 Downloading ShellCheck-0.6.0 Downloaded ShellCheck-0.6.0 Unpacking to ShellCheck-0.6.0/ .... Now that we have ShellCheck.cabal package description file under `${WRKSRC}`, we can use `cabal-configure` to generate the build plan: [source,shell] .... % make cabal-configure [...] Resolving dependencies... Build profile: -w ghc-8.10.7 -O1 In order, the following would be built (use -v for more details): - Diff-0.4.1 (lib) (requires download & build) - OneTuple-0.3.1 (lib) (requires download & build) [...] .... Once done, a list of required dependencies can generated: [source,shell] .... % make make-use-cabal USE_CABAL= QuickCheck-2.12.6.1 \ hashable-1.3.0.0 \ integer-logarithms-1.0.3 \ [...] .... Haskell packages may contain revisions, just like FreeBSD ports. Revisions can affect [.filename]#.cabal# files only. Note additional version numbers after the `_` symbol. Put newly generated `USE_CABAL` list instead of an old one. Finally, [.filename]#distinfo# needs to be regenerated to contain all the distribution files: [source,shell] .... % make makesum => ShellCheck-0.6.0.tar.gz doesn't seem to exist in /usr/local/poudriere/ports/git/distfiles/cabal. => Attempting to fetch https://hackage.haskell.org/package/ShellCheck-0.6.0/ShellCheck-0.6.0.tar.gz ShellCheck-0.6.0.tar.gz 136 kB 642 kBps 00s => QuickCheck-2.12.6.1/QuickCheck-2.12.6.1.tar.gz doesn't seem to exist in /usr/local/poudriere/ports/git/distfiles/cabal. => Attempting to fetch https://hackage.haskell.org/package/QuickCheck-2.12.6.1/QuickCheck-2.12.6.1.tar.gz QuickCheck-2.12.6.1/QuickCheck-2.12.6.1.tar.gz 65 kB 361 kBps 00s [...] .... The port is now ready for a test build and further adjustments like creating a plist, writing a description, adding license information, options, etc. as normal. If you are not testing your port in a clean environment like with poudriere, remember to run `make clean` before any testing. ==== Some Haskell ports install various data files under `share/${PORTNAME}`. For such cases special handling is required on the port side. The port should define the `CABAL_WRAPPER_SCRIPTS` knob listing each executable that is going to use data files. Moreover, in rare cases the program being ported uses data files of other Haskell packages, in which case the `FOO_DATADIR_VARS` comes to the rescue. [[cabal-ex2]] .Handling Data Files in a Haskell Port [example] ==== `devel/hs-profiteur` is a Haskell application that generates a single-page HTML with some content. [.programlisting] .... PORTNAME= profiteur [...] USES= cabal USE_CABAL= OneTuple-0.3.1_2 \ QuickCheck-2.14.2 \ [...] .include .... It installs HTML templates under `share/profiteur`, so we need to add `CABAL_WRAPPER_SCRIPTS` knob: [.programlisting] .... [...] USE_CABAL= OneTuple-0.3.1_2 \ QuickCheck-2.14.2 \ [...] CABAL_WRAPPER_SCRIPTS= ${CABAL_EXECUTABLES} .include .... The program also tries to access the `jquery.js` file, which is a part of `js-jquery-3.3.1` Haskell package. For that file to be found, we need to make the wrapper script to look for `js-jquery` data files in `share/profiteur` too. We use `profiteur_DATADIR_VARS` for this: [.programlisting] .... [...] CABAL_WRAPPER_SCRIPTS= ${CABAL_EXECUTABLES} profiteur_DATADIR_VARS= js-jquery .include .... Now the port will install the actual binary into `libexec/cabal/profiteur` and the script into `bin/profiteur`. ==== There is no easy way to find out a proper value for the `FOO_DATADIR_VARS` knob apart from running the program and checking that everything works. Luckily, the need to use `FOO_DATADIR_VARS` is very rare. Another corner case when porting complex Haskell programs is the presence of VCS dependencies in the `cabal.project` file. [[cabal-ex3]] .Porting Haskell Applications with VCS Dependencies [example] ==== `net-p2p/cardano-node` is an extremely complex piece of software. In its `cabal.project` there are a lot of blocks like this: [.programlisting] .... [...] source-repository-package type: git location: https://github.com/input-output-hk/cardano-crypto tag: f73079303f663e028288f9f4a9e08bcca39a923e [...] .... Dependencies of type `source-repository-package` are automatically pulled in by `cabal` during the build process. Unfortunately, this makes use of the network after the `fetch` stage. This is disallowed by the ports framework. These sources need to be listed in the port's Makefile. The `make-use-cabal` helper target can make it easy for packages hosted on GitHub. Running this target after the usual `cabal-extract` and `cabal-configure` will produce not only the `USE_CABAL` knob, but also `GH_TUPLE`: [source,shell] .... % make make-use-cabal USE_CABAL= Diff-0.4.1 \ Glob-0.10.2_3 \ HUnit-1.6.2.0 \ [...] GH_TUPLE= input-output-hk:cardano-base:0f3a867493059e650cda69e20a5cbf1ace289a57:cardano_base/dist-newstyle/src/cardano-b_-c8db9876882556ed \ input-output-hk:cardano-crypto:f73079303f663e028288f9f4a9e08bcca39a923e:cardano_crypto/dist-newstyle/src/cardano-c_-253fd88117badd8f \ [...] .... It might be useful to separate the `GH_TUPLE` items coming from `make-use-cabal` from the other ones to make it easy to update the port: [.programlisting] .... GH_TUPLE= input-output-hk:cardano-base:0f3a867493059e650cda69e20a5cbf1ace289a57:cardano_base/dist-newstyle/src/cardano-b_-c8db9876882556ed \ input-output-hk:cardano-crypto:f73079303f663e028288f9f4a9e08bcca39a923e:cardano_crypto/dist-newstyle/src/cardano-c_-253fd88117badd8f \ [...] GH_TUPLE+= bitcoin-core:secp256k1:ac83be33d0956faf6b7f61a60ab524ef7d6a473a:secp .... Haskell ports with VCS dependencies also require the following hack for the time being: [.programlisting] .... BINARY_ALIAS= git=true .... ==== [[using-autotools]] == Using GNU Autotools If a port needs any of the GNU Autotools software, add `USES=autoreconf`. See crossref:uses[uses-autoreconf,`autoreconf`] for more information. [[using-gettext]] == Using GNU `gettext` [[using-gettext-basic]] === Basic Usage If the port requires `gettext`, set `USES= gettext`, and the port will inherit a dependency on [.filename]#libintl.so# from package:devel/gettext[]. Other values for `gettext` usage are listed in crossref:uses[uses-gettext,`USES=gettext`]. A rather common case is a port using `gettext` and `configure`. Generally, GNU `configure` should be able to locate `gettext` automatically. [.programlisting] .... USES= gettext GNU_CONFIGURE= yes .... If it ever fails to, hints at the location of `gettext` can be passed in `CPPFLAGS` and `LDFLAGS` using `localbase` as follows: [.programlisting] .... USES= gettext localbase:ldflags GNU_CONFIGURE= yes .... [[using-gettext-optional]] === Optional Usage Some software products allow for disabling NLS. For example, through passing `--disable-nls` to `configure`. In that case, the port must use `gettext` conditionally, depending on the status of the `NLS` option. For ports of low to medium complexity, use this idiom: [.programlisting] .... GNU_CONFIGURE= yes OPTIONS_DEFINE= NLS OPTIONS_SUB= yes NLS_USES= gettext NLS_CONFIGURE_ENABLE= nls .include .... Or using the older way of using options: [.programlisting] .... GNU_CONFIGURE= yes OPTIONS_DEFINE= NLS .include .if ${PORT_OPTIONS:MNLS} USES+= gettext PLIST_SUB+= NLS="" .else CONFIGURE_ARGS+= --disable-nls PLIST_SUB+= NLS="@comment " .endif .include .... The next item on the to-do list is to arrange so that the message catalog files are included in the packing list conditionally. The [.filename]#Makefile# part of this task is already provided by the idiom. It is explained in the section on crossref:plist[plist-sub,advanced [.filename]#pkg-plist# practices]. In a nutshell, each occurrence of `%%NLS%%` in [.filename]#pkg-plist# will be replaced by "`@comment `" if NLS is disabled, or by a null string if NLS is enabled. Consequently, the lines prefixed by `%%NLS%%` will become mere comments in the final packing list if NLS is off; otherwise the prefix will be just left out. Then insert `%%NLS%%` before each path to a message catalog file in [.filename]#pkg-plist#. For example: [.programlisting] .... %%NLS%%share/locale/fr/LC_MESSAGES/foobar.mo %%NLS%%share/locale/no/LC_MESSAGES/foobar.mo .... In high complexity cases, more advanced techniques may be needed, such as crossref:plist[plist-dynamic,dynamic packing list generation]. [[using-gettext-catalog-directories]] === Handling Message Catalog Directories There is a point to note about installing message catalog files. The target directories for them, which reside under [.filename]#LOCALBASE/share/locale#, must not be created and removed by a port. The most popular languages have their respective directories listed in [.filename]#PORTSDIR/Templates/BSD.local.dist#. The directories for many other languages are governed by the package:devel/gettext[] port. Consult its [.filename]#pkg-plist# and see whether the port is going to install a message catalog file for a unique language. [[using-perl]] == Using Perl If `MASTER_SITES` is set to `CPAN`, the correct subdirectory is usually selected automatically. If the default subdirectory is wrong, `CPAN/Module` can be used to change it. `MASTER_SITES` can also be set to the old `MASTER_SITE_PERL_CPAN`, then the preferred value of `MASTER_SITE_SUBDIR` is the top-level hierarchy name. For example, the recommended value for `p5-Module-Name` is `Module`. The top-level hierarchy can be examined at https://cpan.org/modules/by-module/[cpan.org]. This keeps the port working when the author of the module changes. The exception to this rule is when the relevant directory does not exist or the distfile does not exist in that directory. In such case, using author's id as `MASTER_SITE_SUBDIR` is allowed. The `CPAN:AUTHOR` macro can be used, which will be translated to the hashed author directory. For example, `CPAN:AUTHOR` will be converted to `authors/id/A/AU/AUTHOR`. When a port needs Perl support, it must set `USES=perl5` with the optional `USE_PERL5` described in crossref:uses[uses-perl5,the perl5 USES description]. [[using-perl-variables]] .Read-Only Variables for Ports That Use Perl [cols="1,1", frame="none", options="header"] |=== | Read only variables | Means |`PERL` |The full path of the Perl 5 interpreter, either in the system or installed from a port, but without the version number. Use this when the software needs the path to the Perl interpreter. To replace "``#!``"lines in scripts, use crossref:uses[uses-shebangfix,`shebangfix`]. |`PERL_VERSION` |The full version of Perl installed (for example, `5.8.9`). |`PERL_LEVEL` |The installed Perl version as an integer of the form `MNNNPP` (for example, `500809`). |`PERL_ARCH` |Where Perl stores architecture dependent libraries. Defaults to `${ARCH}-freebsd`. |`PERL_PORT` |Name of the Perl port that is installed (for example, `perl5`). |`SITE_PERL` |Directory name where site specific Perl packages go. This value is added to `PLIST_SUB`. |=== [NOTE] ==== Ports of Perl modules which do not have an official website must link to `cpan.org` in the WWW line of [.filename]#Makefile#. The preferred URL form is `https://search.cpan.org/dist/Module-Name/` (including the trailing slash). ==== [NOTE] ==== Do not use `${SITE_PERL}` in dependency declarations. Doing so assumes that [.filename]#perl5.mk# has been included, which is not always true. Ports depending on this port will have incorrect dependencies if this port's files move later in an upgrade. The right way to declare Perl module dependencies is shown in the example below. ==== [[use-perl-dependency-example]] .Perl Dependency Example [example] ==== [.programlisting] .... p5-IO-Tee>=0.64:devel/p5-IO-Tee .... ==== For Perl ports that install manual pages, the macro `PERL5_MAN3` and `PERL5_MAN1` can be used inside [.filename]#pkg-plist#. For example, [.programlisting] .... lib/perl5/5.14/man/man1/event.1.gz lib/perl5/5.14/man/man3/AnyEvent::I3.3.gz .... can be replaced with [.programlisting] .... %%PERL5_MAN1%%/event.1.gz %%PERL5_MAN3%%/AnyEvent::I3.3.gz .... [NOTE] ==== There are no `PERL5_MAN_x_` macros for the other sections (_x_ in `2` and `4` to `9`) because those get installed in the regular directories. ==== [[use-perl-ex-build]] .A Port Which Only Requires Perl to Build [example] ==== As the default USE_PERL5 value is build and run, set it to: [.programlisting] .... USES= perl5 USE_PERL5= build .... ==== [[use-perl-ex-patch]] .A Port Which Also Requires Perl to Patch [example] ==== From time to time, using man:sed[1] for patching is not enough. When using man:perl[1] is easier, use: [.programlisting] .... USES= perl5 USE_PERL5= patch build run .... ==== [[use-perl-ex-configure]] .A Perl Module Which Needs `ExtUtils::MakeMaker` to Build [example] ==== Most Perl modules come with a [.filename]#Makefile.PL# configure script. In this case, set: [.programlisting] .... USES= perl5 USE_PERL5= configure .... ==== [[use-perl-ex-modbuild]] .A Perl Module Which Needs `Module::Build` to Build [example] ==== When a Perl module comes with a [.filename]#Build.PL# configure script, it can require Module::Build, in which case, set [.programlisting] .... USES= perl5 USE_PERL5= modbuild .... If it instead requires Module::Build::Tiny, set [.programlisting] .... USES= perl5 USE_PERL5= modbuildtiny .... ==== [[using-x11]] == Using X11 [[x11-variables]] === X.Org Components The X11 implementation available in The Ports Collection is X.Org. If the application depends on X components, add `USES= xorg` and set `USE_XORG` to the list of required components. A full list can be found in crossref:uses[uses-xorg,`xorg`]. The Mesa Project is an effort to provide free OpenGL implementation. To specify a dependency on various components of this project, use `USES= gl` and `USE_GL`. See crossref:uses[uses-gl,`gl`] for a full list of available components. For backwards compatibility, the value of `yes` maps to `glu`. [[use-xorg-example]] .`USE_XORG` Example [example] ==== [.programlisting] .... USES= gl xorg USE_GL= glu USE_XORG= xrender xft xkbfile xt xaw .... ==== [[using-xorg-variables]] .Variables for Ports That Use X [cols="1,1", frame="none"] |=== |`USES= imake` |The port uses `imake`. |`XMKMF` |Set to the path of `xmkmf` if not in the `PATH`. Defaults to `xmkmf -a`. |=== [[using-x11-vars]] .Using X11-Related Variables [example] ==== [.programlisting] .... # Use some X11 libraries USES= xorg USE_XORG= x11 xpm .... ==== [[x11-motif]] === Ports That Require Motif If the port requires a Motif library, define `USES= motif` in the [.filename]#Makefile#. Default Motif implementation is package:x11-toolkits/open-motif[]. Users can choose package:x11-toolkits/lesstif[] instead by setting `WANT_LESSTIF` in their [.filename]#make.conf#. Similarly package:x11-toolkits/open-motif-devel[] can be chosen by setting `WANT_OPEN_MOTIF_DEVEL` in [.filename]#make.conf#. `MOTIFLIB` will be set by [.filename]#motif.mk# to reference the appropriate Motif library. Please patch the source of the port to use `${MOTIFLIB}` wherever the Motif library is referenced in the original [.filename]#Makefile# or [.filename]#Imakefile#. There are two common cases: * If the port refers to the Motif library as `-lXm` in its [.filename]#Makefile# or [.filename]#Imakefile#, substitute `${MOTIFLIB}` for it. * If the port uses `XmClientLibs` in its [.filename]#Imakefile#, change it to `${MOTIFLIB} ${XTOOLLIB} ${XLIB}`. Note that `MOTIFLIB` (usually) expands to `-L/usr/local/lib -lXm -lXp` or `/usr/local/lib/libXm.a`, so there is no need to add `-L` or `-l` in front. [[x11-fonts]] === X11 Fonts If the port installs fonts for the X Window System, put them in [.filename]#LOCALBASE/lib/X11/fonts/local#. [[x11-fake-display]] === Getting a Fake `DISPLAY` with Xvfb Some applications require a working X11 display for compilation to succeed. This poses a problem for machines that operate headless. When this variable is used, the build infrastructure will start the virtual framebuffer X server. The working `DISPLAY` is then passed to the build. See crossref:uses[uses-display,`USES=display`] for the possible arguments. [.programlisting] .... USES= display .... [[desktop-entries]] === Desktop Entries Desktop entries (https://standards.freedesktop.org/desktop-entry-spec/latest/[a Freedesktop standard]) provide a way to automatically adjust desktop features when a new program is installed, without requiring user intervention. For example, newly-installed programs automatically appear in the application menus of compatible desktop environments. Desktop entries originated in the GNOME desktop environment, but are now a standard and also work with KDE and Xfce. This bit of automation provides a real benefit to the user, and desktop entries are encouraged for applications which can be used in a desktop environment. [[desktop-entries-predefined]] ==== Using Predefined [.filename]#.desktop# Files Ports that include predefined [.filename]#*.desktop# must include those files in [.filename]#pkg-plist# and install them in the [.filename]#$LOCALBASE/share/applications# directory. The crossref:makefiles[install-macros,`INSTALL_DATA` macro] is useful for installing these files. [[updating-desktop-database]] ==== Updating Desktop Database If a port has a MimeType entry in its [.filename]#portname.desktop#, the desktop database must be updated after install and deinstall. To do this, define `USES`= desktop-file-utils. [[desktop-entries-macro]] ==== Creating Desktop Entries with `DESKTOP_ENTRIES` Desktop entries can be easily created for applications by using `DESKTOP_ENTRIES`. A file named [.filename]#name.desktop# will be created, installed, and added to [.filename]#pkg-plist# automatically. Syntax is: [.programlisting] .... DESKTOP_ENTRIES= "NAME" "COMMENT" "ICON" "COMMAND" "CATEGORY" StartupNotify .... The list of possible categories is available on the https://standards.freedesktop.org/menu-spec/latest/apa.html[Freedesktop website]. `StartupNotify` indicates whether the application is compatible with _startup notifications_. These are typically a graphic indicator like a clock that appear at the mouse pointer, menu, or panel to give the user an indication when a program is starting. A program that is compatible with startup notifications clears the indicator after it has started. Programs that are not compatible with startup notifications would never clear the indicator (potentially confusing and infuriating the user), and must have `StartupNotify` set to `false` so the indicator is not shown at all. Example: [.programlisting] .... DESKTOP_ENTRIES= "ToME" "Roguelike game based on JRR Tolkien's work" \ "${DATADIR}/xtra/graf/tome-128.png" \ "tome -v -g" "Application;Game;RolePlaying;" \ false .... `DESKTOP_ENTRIES` are installed in the directory pointed to by the `DESKTOPDIR` variable. `DESKTOPDIR` defaults to [.filename]#${PREFIX}/share/applications# [[using-gnome]] == Using GNOME [[using-gnome-introduction]] === Introduction This chapter explains the GNOME framework as used by ports. The framework can be loosely divided into the base components, GNOME desktop components, and a few special macros that simplify the work of port maintainers. [[use-gnome]] === Using `USE_GNOME` Adding this variable to the port allows the use of the macros and components defined in [.filename]#bsd.gnome.mk#. The code in [.filename]#bsd.gnome.mk# adds the needed build-time, run-time or library dependencies or the handling of special files. GNOME applications under FreeBSD use the `USE_GNOME` infrastructure. Include all the needed components as a space-separated list. The `USE_GNOME` components are divided into these virtual lists: basic components, GNOME 3 components and legacy components. If the port needs only GTK3 libraries, this is the shortest way to define it: [.programlisting] .... USE_GNOME= gtk30 .... `USE_GNOME` components automatically add the dependencies they need. Please see crossref:special[gnome-components, GNOME Components] for an exhaustive list of all `USE_GNOME` components and which other components they imply and their dependencies. Here is an example [.filename]#Makefile# for a GNOME port that uses many of the techniques outlined in this document. Please use it as a guide for creating new ports. [.programlisting] .... PORTNAME= regexxer DISTVERSION= 0.10 CATEGORIES= devel textproc gnome MASTER_SITES= GNOME MAINTAINER= kwm@FreeBSD.org COMMENT= Interactive tool for performing search and replace operations WWW= http://regexxer.sourceforge.net/ USES= gettext gmake localbase:ldflags pathfix pkgconfig tar:xz GNU_CONFIGURE= yes USE_GNOME= gnomeprefix intlhack gtksourceviewmm3 GLIB_SCHEMAS= org.regexxer.gschema.xml .include .... [NOTE] ==== The `USE_GNOME` macro without any arguments does not add any dependencies to the port. `USE_GNOME` cannot be set after [.filename]#bsd.port.pre.mk#. ==== [[using-gnome-variables]] === Variables This section explains which macros are available and how they are used. Like they are used in the above example. The crossref:special[gnome-components, GNOME Components] has a more in-depth explanation. `USE_GNOME` has to be set for these macros to be of use. `GLIB_SCHEMAS`:: List of all the glib schema files the port installs. The macro will add the files to the port plist and handle the registration of these files on install and deinstall. + The glib schema files are written in XML and end with the [.filename]#gschema.xml# extension. They are installed in the [.filename]#share/glib-2.0/schemas/# directory. These schema files contain all application config values with their default settings. The actual database used by the applications is built by glib-compile-schema, which is run by the `GLIB_SCHEMAS` macro. + [.programlisting] .... GLIB_SCHEMAS=foo.gschema.xml .... + [NOTE] ==== Do not add glib schemas to the [.filename]#pkg-plist#. If they are listed in [.filename]#pkg-plist#, they will not be registered and the applications might not work properly. ==== `GCONF_SCHEMAS`:: List all the gconf schema files. The macro will add the schema files to the port plist and will handle their registration on install and deinstall. + GConf is the XML-based database that virtually all GNOME applications use for storing their settings. These files are installed into the [.filename]#etc/gconf/schemas# directory. This database is defined by installed schema files that are used to generate [.filename]#%gconf.xml# key files. For each schema file installed by the port, there must be an entry in the [.filename]#Makefile#: + [.programlisting] .... GCONF_SCHEMAS=my_app.schemas my_app2.schemas my_app3.schemas .... + [NOTE] ==== Gconf schemas are listed in the `GCONF_SCHEMAS` macro rather than [.filename]#pkg-plist#. If they are listed in [.filename]#pkg-plist#, they will not be registered and the applications might not work properly. ==== `INSTALLS_OMF`:: Open Source Metadata Framework (OMF) files are commonly used by GNOME 2 applications. These files contain the application help file information, and require special processing by ScrollKeeper/rarian. To properly register OMF files when installing GNOME applications from packages, make sure that `omf` files are listed in `pkg-plist` and that the port [.filename]#Makefile# has `INSTALLS_OMF` defined: + [.programlisting] .... INSTALLS_OMF=yes .... + When set, [.filename]#bsd.gnome.mk# automatically scans [.filename]#pkg-plist# and adds appropriate `@exec` and `@unexec` directives for each [.filename]#.omf# to track in the OMF registration database. [[gnome-components]] == GNOME Components For further help with a GNOME port, look at some of the link:https://ports.FreeBSD.org[existing ports] for examples. The link:https://www.FreeBSD.org/gnome/[FreeBSD GNOME page] has contact information if more help is needed. The components are divided into GNOME components that are currently in use and legacy components. If the component supports argument, they are listed between parenthesis in the description. The first is the default. "Both" is shown if the component defaults to adding to both build and run dependencies. [[gnome-components-list]] .GNOME Components [cols="1,1,1", options="header"] |=== | Component | Associated program | Description |`atk` |accessibility/atk |Accessibility toolkit (ATK) |`atkmm` |accessibility/atkmm |c++ bindings for atk |`cairo` |graphics/cairo |Vector graphics library with cross-device output support |`cairomm` |graphics/cairomm |c++ bindings for cairo |`dconf` |devel/dconf |Configuration database system (both, build, run) |`evolutiondataserver3` |databases/evolution-data-server |Data backends for the Evolution integrated mail/PIM suite |`gdkpixbuf2` |graphics/gdk-pixbuf2 |Graphics library for GTK+ |`glib20` |devel/glib20 |GNOME core library `glib20` |`glibmm` |devel/glibmm |c++ bindings for glib20 |`gnomecontrolcenter3` |sysutils/gnome-control-center |GNOME 3 Control Center |`gnomedesktop3` |x11/gnome-desktop |GNOME 3 desktop UI library |`gsound` |audio/gsound |GObject library for playing system sounds (both, build, run) |`gtk-update-icon-cache` |graphics/gtk-update-icon-cache |Gtk-update-icon-cache utility from the Gtk+ toolkit |`gtk20` |x11-toolkits/gtk20 |Gtk+ 2 toolkit |`gtk30` |x11-toolkits/gtk30 |Gtk+ 3 toolkit |`gtkmm20` |x11-toolkits/gtkmm20 |c++ bindings 2.0 for the gtk20 toolkit |`gtkmm24` |x11-toolkits/gtkmm24 |c++ bindings 2.4 for the gtk20 toolkit |`gtkmm30` |x11-toolkits/gtkmm30 |c++ bindings 3.0 for the gtk30 toolkit |`gtksourceview2` |x11-toolkits/gtksourceview2 |Widget that adds syntax highlighting to GtkTextView |`gtksourceview3` |x11-toolkits/gtksourceview3 |Text widget that adds syntax highlighting to the GtkTextView widget |`gtksourceviewmm3` |x11-toolkits/gtksourceviewmm3 |c++ bindings for the gtksourceview3 library |`gvfs` |devel/gvfs |GNOME virtual file system |`intltool` |textproc/intltool |Tool for internationalization (also see intlhack) |`introspection` |devel/gobject-introspection |Basic introspection bindings and tools to generate introspection bindings. Most of the time :build is enough, :both/:run is only need for applications that use introspection bindings. (both, build, run) |`libgda5` |databases/libgda5 |Provides uniform access to different kinds of data sources |`libgda5-ui` |databases/libgda5-ui |UI library from the libgda5 library |`libgdamm5` |databases/libgdamm5 |c++ bindings for the libgda5 library |`libgsf` |devel/libgsf |Extensible I/O abstraction for dealing with structured file formats |`librsvg2` |graphics/librsvg2 |Library for parsing and rendering SVG vector-graphic files |`libsigc++20` |devel/libsigc++20 |Callback Framework for C++ |`libxml++26` |textproc/libxml++26 |c++ bindings for the libxml2 library |`libxml2` |textproc/libxml2 |XML parser library (both, build, run) |`libxslt` |textproc/libxslt |XSLT C library (both, build, run) |`metacity` |x11-wm/metacity |Window manager from GNOME |`nautilus3` |x11-fm/nautilus |GNOME file manager |`pango` |x11-toolkits/pango |Open-source framework for the layout and rendering of i18n text |`pangomm` |x11-toolkits/pangomm |c++ bindings for the pango library |`py3gobject3` |devel/py3-gobject3 |Python 3, GObject 3.0 bindings |`pygobject3` |devel/py-gobject3 |Python 2, GObject 3.0 bindings |`vte3` |x11-toolkits/vte3 |Terminal widget with improved accessibility and I18N support |=== [[gnome-components-macro]] .GNOME Macro Components [cols="1,1", options="header"] |=== | Component | Description |`gnomeprefix` |Supply `configure` with some default locations. |`intlhack` |Same as intltool, but patches to make sure [.filename]#share/locale/# is used. Please only use when `intltool` alone is not enough. |`referencehack` |This macro is there to help splitting of the API or reference documentation into its own port. |=== [[gnome-components-legacy]] .GNOME Legacy Components [cols="1,1,1", options="header"] |=== | Component | Associated program | Description |`atspi` |accessibility/at-spi |Assistive Technology Service Provider Interface |`esound` |audio/esound |Enlightenment sound package |`gal2` |x11-toolkits/gal2 |Collection of widgets taken from GNOME 2 gnumeric |`gconf2` |devel/gconf2 |Configuration database system for GNOME 2 |`gconfmm26` |devel/gconfmm26 |c++ bindings for gconf2 |`gdkpixbuf` |graphics/gdk-pixbuf |Graphics library for GTK+ |`glib12` |devel/glib12 |glib 1.2 core library |`gnomedocutils` |textproc/gnome-doc-utils |GNOME doc utils |`gnomemimedata` |misc/gnome-mime-data |MIME and Application database for GNOME 2 |`gnomesharp20` |x11-toolkits/gnome-sharp20 |GNOME 2 interfaces for the .NET runtime |`gnomespeech` |accessibility/gnome-speech |GNOME 2 text-to-speech API |`gnomevfs2` |devel/gnome-vfs |GNOME 2 Virtual File System |`gtk12` |x11-toolkits/gtk12 |Gtk+ 1.2 toolkit |`gtkhtml3` |www/gtkhtml3 |Lightweight HTML rendering/printing/editing engine |`gtkhtml4` |www/gtkhtml4 |Lightweight HTML rendering/printing/editing engine |`gtksharp20` |x11-toolkits/gtk-sharp20 |GTK+ and GNOME 2 interfaces for the .NET runtime |`gtksourceview` |x11-toolkits/gtksourceview |Widget that adds syntax highlighting to GtkTextView |`libartgpl2` |graphics/libart_lgpl |Library for high-performance 2D graphics |`libbonobo` |devel/libbonobo |Component and compound document system for GNOME 2 |`libbonoboui` |x11-toolkits/libbonoboui |GUI frontend to the libbonobo component of GNOME 2 |`libgda4` |databases/libgda4 |Provides uniform access to different kinds of data sources |`libglade2` |devel/libglade2 |GNOME 2 glade library |`libgnome` |x11/libgnome |Libraries for GNOME 2, a GNU desktop environment |`libgnomecanvas` |graphics/libgnomecanvas |Graphics library for GNOME 2 |`libgnomekbd` |x11/libgnomekbd |GNOME 2 keyboard shared library |`libgnomeprint` |print/libgnomeprint |Gnome 2 print support library |`libgnomeprintui` |x11-toolkits/libgnomeprintui |Gnome 2 print support library |`libgnomeui` |x11-toolkits/libgnomeui |Libraries for the GNOME 2 GUI, a GNU desktop environment |`libgtkhtml` |www/libgtkhtml |Lightweight HTML rendering/printing/editing engine |`libgtksourceviewmm` |x11-toolkits/libgtksourceviewmm |c++ binding of GtkSourceView |`libidl` |devel/libIDL |Library for creating trees of CORBA IDL file |`libsigc++12` |devel/libsigc++12 |Callback Framework for C++ |`libwnck` |x11-toolkits/libwnck |Library used for writing pagers and taskslists |`libwnck3` |x11-toolkits/libwnck3 |Library used for writing pagers and taskslists |`orbit2` |devel/ORBit2 |High-performance CORBA ORB with support for the C language |`pygnome2` |x11-toolkits/py-gnome2 |Python bindings for GNOME 2 |`pygobject` |devel/py-gobject |Python 2, GObject 2.0 bindings |`pygtk2` |x11-toolkits/py-gtk2 |Set of Python bindings for GTK+ |`pygtksourceview` |x11-toolkits/py-gtksourceview |Python bindings for GtkSourceView 2 |`vte` |x11-toolkits/vte |Terminal widget with improved accessibility and I18N support |=== [[gnome-components-deprecated]] .Deprecated Components: Do Not Use [cols="1,1", options="header"] |=== | Component | Description |`pangox-compat` |pangox-compat has been deprecated and split off from the pango package. |=== [[using-qt]] == Using Qt [NOTE] ==== For ports that are part of Qt itself, see crossref:uses[uses-qt-dist,`qt-dist`]. ==== [[qt-common]] === Ports That Require Qt The Ports Collection provides support for Qt 5 and Qt 6 with `USES+=qt:5` and `USES+=qt:6` respectively. Set `USE_QT` to the list of required Qt components (libraries, tools, plugins). The Qt framework exports a number of variables which can be used by ports, some of them listed below: [[using-qt-variables]] .Variables Provided to Ports That Use Qt [cols="1,1", frame="none"] |=== |`QMAKE` |Full path to `qmake` binary. |`LRELEASE` |Full path to `lrelease` utility. |`MOC` |Full path to `moc`. |`RCC` |Full path to `rcc`. |`UIC` |Full path to `uic`. |`QT_INCDIR` |Qt include directory. |`QT_LIBDIR` |Qt libraries path. |`QT_PLUGINDIR` |Qt plugins path. |=== [[qt-components]] === Component Selection Individual Qt tool and library dependencies must be specified in `USE_QT`. Every component can be suffixed with `_build` or `_run`, the suffix indicating whether the dependency on the component is at buildtime or runtime. If unsuffixed, the component will be depended on at both build- and runtime. Usually, library components are specified unsuffixed, tool components are mostly specified with the `_build` suffix and plugin components are specified with the `_run` suffix. The most commonly used components are listed below (all available components are listed in `_USE_QT_ALL`, which is generated from `_USE_QT_COMMON` and `_USE_QT[56]_ONLY` in [.filename]#/usr/ports/Mk/Uses/qt.mk#): [[using-qt-library-list]] .Available Qt Library Components [cols="1,1", frame="none", options="header"] |=== | Name | Description |`3d` |Qt3D module |`5compat` |Qt 5 compatibility module for Qt 6 |`assistant` |Qt 5 documentation browser |`base` |Qt 6 base module |`canvas3d` |Qt canvas3d module |`charts` |Qt 5 charts module |`concurrent` |Qt multi-threading module |`connectivity` |Qt connectivity (Bluetooth/NFC) module |`core` |Qt core non-graphical module |`datavis3d` |Qt 5 3D data visualization module |`dbus` |Qt D-Bus inter-process communication module |`declarative` |Qt declarative framework for dynamic user interfaces |`designer` |Qt 5 graphical user interface designer |`diag` |Tool for reporting diagnostic information about Qt and its environment |`doc` |Qt 5 documentation |`examples` |Qt 5 examples sourcecode |`gamepad` |Qt 5 Gamepad Module |`graphicaleffects` |Qt Quick graphical effects |`gui` |Qt graphical user interface module |`help` |Qt online help integration module |`l10n` |Qt localized messages |`languageserver` |Qt 6 Language Server Protocol implementation |`linguist` |Qt 5 translation tool |`location` |Qt location module |`lottie` |Qt 6 QML API for rendering graphics and animations |`multimedia` |Qt audio, video, radio and camera support module |`network` |Qt network module |`networkauth` |Qt network auth module |`opengl` |Qt 5-compatible OpenGL support module |`paths` |Command line client to QStandardPaths |`phonon4` |KDE multimedia framework |`pixeltool` |Qt 5 screen magnifier |`plugininfo` |Qt 5 plugin metadata dumper |`positioning` |Qt 6 positioning API from sources such as satellite, wifi or text files. |`printsupport` |Qt print support module |`qdbus` |Qt command-line interface to D-Bus |`qdbusviewer` |Qt 5 graphical interface to D-Bus |`qdoc` |Qt documentation generator |`qdoc-data` |QDoc configuration files |`qev` |Qt QWidget events introspection tool |`qmake` |Qt Makefile generator |`quickcontrols` |Set of controls for building complete interfaces in Qt Quick |`quickcontrols2` |Set of controls for building complete interfaces in Qt Quick |`remoteobjects` |Qt 5 SXCML module |`script` |Qt 4-compatible scripting module |`scripttools` |Qt Script additional components |`scxml` |Qt 5 SXCML module |`sensors` |Qt sensors module |`serialbus` |Qt functions to access industrial bus systems |`serialport` |Qt functions to access serial ports |`shadertools` |Qt 6 tools for the cross-platform Qt shader pipeline |`speech` |Accessibility features for Qt5 |`sql` |Qt SQL database integration module |`sql-ibase` |Qt InterBase/Firebird database plugin |`sql-mysql` |Qt MySQL database plugin |`sql-odbc` |Qt Open Database Connectivity plugin |`sql-pgsql` |Qt PostgreSQL database plugin |`sql-sqlite2` |Qt SQLite 2 database plugin |`sql-sqlite3` |Qt SQLite 3 database plugin |`sql-tds` |Qt TDS Database Connectivity database plugin |`svg` |Qt SVG support module |`testlib` |Qt unit testing module |`tools` |Qt 6 assorted tools |`translations` |Qt 6 translation module |`uiplugin` |Custom Qt widget plugin interface for Qt Designer |`uitools` |Qt Designer UI forms support module |`virtualkeyboard` |Qt 5 Virtual Keyboard Module |`wayland` |Qt 5 wrapper for Wayland |`webchannel` |Qt 5 library for integration of C++/QML with HTML/js clients |`webengine` |Qt 5 library to render web content |`webkit` |QtWebKit with a more modern WebKit code base |`websockets` |Qt implementation of WebSocket protocol |`websockets-qml` |Qt implementation of WebSocket protocol (QML bindings) |`webview` |Qt component for displaying web content |`widgets` |Qt C++ widgets module |`x11extras` |Qt platform-specific features for X11-based systems |`xml` |Qt SAX and DOM implementations |`xmlpatterns` |Qt support for XPath, XQuery, XSLT and XML Schema |=== To determine the libraries an application depends on, run `ldd` on the main executable after a successful compilation. [[using-qt-tools-list]] .Available Qt Tool Components [cols="1,1", frame="none", options="header"] |=== | Name | Description |`buildtools` |build tools (`moc`, `rcc`), needed for almost every Qt application. |`linguisttools` |localization tools: `lrelease`, `lupdate` |`qmake` |Makefile generator/build utility |=== [[using-qt-plugins-list]] .Available Qt Plugin Components [cols="1,1", frame="none", options="header"] |=== | Name | Description |`imageformats` |plugins for TGA, TIFF, and MNG image formats |=== [[qt5-components-example]] .Selecting Qt 5 Components [example] ==== In this example, the ported application uses the Qt 5 graphical user interface library, the Qt 5 core library, all of the Qt 5 code generation tools and Qt 5's Makefile generator. Since the `gui` library implies a dependency on the core library, `core` does not need to be specified. The Qt 5 code generation tools `moc`, `uic` and `rcc`, as well as the Makefile generator `qmake` are only needed at buildtime, thus they are specified with the `_build` suffix: [.programlisting] .... USES= qt:5 USE_QT= gui buildtools_build qmake_build .... ==== [[using-qmake]] === Using `qmake` If the application provides a qmake project file ([.filename]#*.pro#), define `USES= qmake` along with `USE_QT`. `USES= qmake` already implies a build dependency on qmake, therefore the qmake component can be omitted from `USE_QT`. Similar to crossref:special[using-cmake,CMake], qmake supports out-of-source builds, which can be enabled by specifying the `outsource` argument (see crossref:special[using-qmake-example,`USES= qmake` example]). -Also see crossref:special[using-qmake-arguments,.Possible Arguments for `USES qmake`]. +Also see crossref:special[using-qmake-arguments,Possible Arguments for `USES qmake`]. [[using-qmake-arguments]] .Possible Arguments for `USES= qmake` [cols="1,1", frame="none", options="header"] |=== | Variable | Description |`no_configure` |Do not add the configure target. This is implied by `HAS_CONFIGURE=yes` and `GNU_CONFIGURE=yes`. It is required when the build only needs the environment setup from `USES= qmake`, but otherwise runs `qmake` on its own. |`no_env` |Suppress modification of the configure and make environments. It is only required when `qmake` is used to configure the software and the build fails to understand the environment setup by `USES= qmake`. |`norecursive` |Do not pass the `-recursive` argument to `qmake`. |`outsource` |Perform an out-of-source build. |=== [[using-qmake-variables]] .Variables for Ports That Use `qmake` [cols="1,1", frame="none", options="header"] |=== | Variable | Description |`QMAKE_ARGS` |Port specific qmake flags to be passed to the `qmake` binary. |`QMAKE_ENV` |Environment variables to be set for the `qmake` binary. The default is `${CONFIGURE_ENV}`. |`QMAKE_SOURCE_PATH` |Path to qmake project files ([.filename]#.pro#). The default is `${WRKSRC}` if an out-of-source build is requested, empty otherwise. |=== When using `USES= qmake`, these settings are deployed: [.programlisting] .... CONFIGURE_ARGS+= --with-qt-includes=${QT_INCDIR} \ --with-qt-libraries=${QT_LIBDIR} \ --with-extra-libs=${LOCALBASE}/lib \ --with-extra-includes=${LOCALBASE}/include CONFIGURE_ENV+= QTDIR="${QT_PREFIX}" QMAKE="${QMAKE}" \ MOC="${MOC}" RCC="${RCC}" UIC="${UIC}" \ QMAKESPEC="${QMAKESPEC}" PLIST_SUB+= QT_INCDIR=${QT_INCDIR_REL} \ QT_LIBDIR=${QT_LIBDIR_REL} \ QT_PLUGINDIR=${QT_PLUGINDIR_REL} .... Some configure scripts do not support the arguments above. To suppress modification of `CONFIGURE_ENV` and `CONFIGURE_ARGS`, set `USES= qmake:no_env`. [[using-qmake-example]] .`USES= qmake` Example [example] ==== This snippet demonstrates the use of qmake for a Qt 5 port: [.programlisting] .... USES= qmake:outsource qt:5 USE_QT= buildtools_build .... ==== Qt applications are often written to be cross-platform and often X11/Unix is not the platform they are developed on, which in turn leads to certain loose ends, like: * _Missing additional include paths._ Many applications come with system tray icon support, but neglect to look for includes and/or libraries in the X11 directories. To add directories to `qmake`'s include and library search paths via the command line, use: + [.programlisting] .... QMAKE_ARGS+= INCLUDEPATH+=${LOCALBASE}/include \ LIBS+=-L${LOCALBASE}/lib .... * _Bogus installation paths._ Sometimes data such as icons or .desktop files are by default installed into directories which are not scanned by XDG-compatible applications. package:editors/texmaker[] is an example for this - look at [.filename]#patch-texmaker.pro# in the [.filename]#files# directory of that port for a template on how to remedy this directly in the `qmake` project file. [[using-kde]] == Using KDE [[kde5-variables]] === KDE Variable Definitions If the application depends on KDE, set `USES+=kde:5` and `USE_KDE` to the list of required components. `_build` and `_run` suffixes can be used to force components dependency type (for example, `baseapps_run`). If no suffix is set, a default dependency type will be used. To force both types, add the component twice with both suffixes (for example, `ecm_build ecm_run`). Available components are listed below (up-to-date components are also listed in [.filename]#/usr/ports/Mk/Uses/kde.mk#): [[using-kde-components]] .Available KDE Components [cols="1,1", frame="none", options="header"] |=== | Name | Description |`activities` |KF5 runtime and library to organize work in separate activities |`activities-stats` |KF5 statistics for activities |`activitymanagerd` |System service to manage user's activities, track the usage patterns |`akonadi` |Storage server for KDE-Pim |`akonadicalendar` |Akonadi Calendar Integration |`akonadiconsole` |Akonadi management and debugging console |`akonadicontacts` |Libraries and daemons to implement Contact Management in Akonadi |`akonadiimportwizard` |Import data from other mail clients to KMail |`akonadimime` |Libraries and daemons to implement basic email handling |`akonadinotes` |KDE library for accessing mail storages in MBox format |`akonadisearch` |Libraries and daemons to implement searching in Akonadi |`akregator` |A Feed Reader by KDE |`alarmcalendar` |KDE API for KAlarm alarms |`apidox` |KF5 API Documentation Tools |`archive` |KF5 library that provides classes for handling archive formats |`attica` |Open Collaboration Services API library KDE5 version |`attica5` |Open Collaboration Services API library KDE5 version |`auth` |KF5 abstraction to system policy and authentication features |`baloo` |KF5 Framework for searching and managing user metadata |`baloo-widgets` |BalooWidgets library |`baloo5` |KF5 Framework for searching and managing user metadata |`blog` |KDE API for weblogging access |`bookmarks` |KF5 library for bookmarks and the XBEL format |`breeze` |Plasma5 artwork, styles and assets for the Breeze visual style |`breeze-gtk` |Plasma5 Breeze visual style for Gtk |`breeze-icons` |Breeze icon theme for KDE |`calendarcore` |KDE calendar access library |`calendarsupport` |Calendar support libraries for KDEPim |`calendarutils` |KDE utility and user interface functions for accessing calendar |`codecs` |KF5 library for string manipulation |`completion` |KF5 text completion helpers and widgets |`config` |KF5 widgets for configuration dialogs |`configwidgets` |KF5 widgets for configuration dialogs |`contacts` |KDE api to manage contact information |`coreaddons` |KF5 addons to QtCore |`crash` |KF5 library to handle crash analysis and bug report from apps |`dbusaddons` |KF5 addons to QtDBus |`decoration` |Plasma5 library to create window decorations |`designerplugin` |KF5 integration of Frameworks widgets in Qt Designer/Creator |`discover` |Plasma5 package management tools |`dnssd` |KF5 abstraction to system DNSSD features |`doctools` |KF5 documentation generation from docbook |`drkonqi` |Plasma5 crash handler |`ecm` |Extra modules and scripts for CMake |`emoticons` |KF5 library to convert emoticons |`eventviews` |Event view libriares for KDEPim |`filemetadata` |KF5 library for extracting file metadata |`frameworkintegration` |KF5 workspace and cross-framework integration plugins |`gapi` |KDE based library to access google services |`globalaccel` |KF5 library to add support for global workspace shortcuts |`grantlee-editor` |Editor for Grantlee themes |`grantleetheme` |KDE PIM grantleetheme |`gravatar` |Library for gravatar support |`guiaddons` |KF5 addons to QtGui |`holidays` |KDE library for calendar holidays |`hotkeys` |Plasma5 library for hotkeys |`i18n` |KF5 advanced internationalization framework |`iconthemes` |KF5 library for handling icons in applications |`identitymanagement` |KDE pim identities |`idletime` |KF5 library for monitoring user activity |`imap` |KDE API for IMAP support |`incidenceeditor` |Incidence editor libriares for KDEPim |`infocenter` |Plasma5 utility providing system information |`init` |KF5 process launcher to speed up launching KDE applications |`itemmodels` |KF5 models for Qt Model/View system |`itemviews` |KF5 widget addons for Qt Model/View |`jobwidgets` |KF5 widgets for tracking KJob instance |`js` |KF5 library providing an ECMAScript interpreter |`jsembed` |KF5 library for binding JavaScript objects to QObjects |`kaddressbook` |KDE contact manager |`kalarm` |Personal alarm scheduler |`kalarm` |Personal alarm scheduler |`kate` |Basic editor framework for the KDE system |`kcmutils` |KF5 utilities for working with KCModules |`kde-cli-tools` |Plasma5 non-interactive system tools |`kde-gtk-config` |Plasma5 GTK2 and GTK3 configurator |`kdeclarative` |KF5 library providing integration of QML and KDE Frameworks |`kded` |KF5 extensible daemon for providing system level services |`kdelibs4support` |KF5 porting aid from KDELibs4 |`kdepim-addons` |KDE PIM addons |`kdepim-apps-libs` |KDE PIM mail related libraries |`kdepim-runtime5` |KDE PIM tools and services |`kdeplasma-addons` |Plasma5 addons to improve the Plasma experience |`kdesu` |KF5 integration with su for elevated privileges |`kdewebkit` |KF5 library providing integration of QtWebKit |`kgamma5` |Plasma5 monitor's gamma settings |`khtml` |KF5 KTHML rendering engine |`kimageformats` |KF5 library providing support for additional image formats |`kio` |KF5 resource and network access abstraction |`kirigami2` |QtQuick based components set |`kitinerary` |Data Model and Extraction System for Travel Reservation information |`kmail` |KDE mail client |`kmail` |KDE mail client |`kmail-account-wizard` |KDE mail account wizard |`kmenuedit` |Plasma5 menu editor |`knotes` |Popup notes |`kontact` |KDE Personal Information Manager |`kontact` |KDE Personal Information Manager |`kontactinterface` |KDE glue for embedding KParts into Kontact |`korganizer` |Calendar and scheduling Program |`kpimdav` |A DAV protocol implementation with KJobs |`kpkpass` |Library to deal with Apple Wallet pass files |`kross` |KF5 multi-language application scripting |`kscreen` |Plasma5 screen management library |`kscreenlocker` |Plasma5 secure lock screen architecture |`ksmtp` |Job-based library to send email through an SMTP server |`ksshaskpass` |Plasma5 ssh-add frontend |`ksysguard` |Plasma5 utility to track and control the running processes |`kwallet-pam` |Plasma5 KWallet PAM Integration |`kwayland-integration` |Integration plugins for a Wayland-based desktop |`kwin` |Plasma5 window manager |`kwrited` |Plasma5 daemon listening for wall and write messages |`ldap` |LDAP access API for KDE |`libkcddb` |KDE CDDB library |`libkcompactdisc` |KDE library for interfacing with audio CDs |`libkdcraw` |LibRaw interface for KDE |`libkdegames` |Libraries used by KDE games |`libkdepim` |KDE PIM Libraries |`libkeduvocdocument` |Library for reading and writing vocabulary files |`libkexiv2` |Exiv2 library interface for KDE |`libkipi` |KDE Image Plugin Interface |`libkleo` |Certificate manager for KDE |`libksane` |SANE library interface for KDE |`libkscreen` |Plasma5 screen management library |`libksieve` |Sieve libriares for KDEPim |`libksysguard` |Plasma5 library to track and control running processes |`mailcommon` |Common libriares for KDEPim |`mailimporter` |Import mbox files to KMail |`mailtransport` |KDE library to managing mail transport |`marble` |Virtual globe and world atlas for KDE |`mbox` |KDE library for accessing mail storages in MBox format |`mbox-importer` |Import mbox files to KMail |`mediaplayer` |KF5 plugin interface for media player features |`messagelib` |Library for handling messages |`milou` |Plasma5 Plasmoid for search |`mime` |Library for handling MIME data |`newstuff` |KF5 library for downloading application assets from the network |`notifications` |KF5 abstraction for system notifications |`notifyconfig` |KF5 configuration system for KNotify |`okular` |KDE universal document viewer |`oxygen` |Plasma5 Oxygen style |`oxygen-icons5` |The Oxygen icon theme for KDE |`package` |KF5 library to load and install packages |`parts` |KF5 document centric plugin system |`people` |KF5 library providing access to contacts |`pim-data-exporter` |Import and export KDE PIM settings |`pimcommon` |Common libriares for KDEPim |`pimtextedit` |KDE library for PIM-specific text editing utilities |`plasma-browser-integration` |Plasma5 components to integrate browsers into the desktop |`plasma-desktop` |Plasma5 plasma desktop |`plasma-framework` |KF5 plugin based UI runtime used to write user interfaces |`plasma-integration` |Qt Platform Theme integration plugins for the Plasma workspaces |`plasma-pa` |Plasma5 Plasma pulse audio mixer |`plasma-sdk` |Plasma5 applications useful for Plasma development |`plasma-workspace` |Plasma5 Plasma workspace |`plasma-workspace-wallpapers` |Plasma5 wallpapers |`plotting` |KF5 lightweight plotting framework |`polkit-kde-agent-1` |Plasma5 daemon providing a polkit authentication UI |`powerdevil` |Plasma5 tool to manage the power consumption settings |`prison` |API to produce barcodes |`pty` |KF5 pty abstraction |`purpose` |Offers available actions for a specific purpose |`qqc2-desktop-style` |Qt QuickControl2 style for KDE |`runner` |KF5 parallelized query system |`service` |KF5 advanced plugin and service introspection |`solid` |KF5 hardware integration and detection |`sonnet` |KF5 plugin-based spell checking library |`syndication` |KDE RSS feed handling library |`syntaxhighlighting` |KF5 syntax highlighting engine for structured text and code |`systemsettings` |Plasma5 system settings |`texteditor` |KF5 advanced embeddable text editor |`textwidgets` |KF5 advanced text editing widgets |`threadweaver` |KF5 addons to QtDBus |`tnef` |KDE API for the handling of TNEF data |`unitconversion` |KF5 library for unit conversion |`user-manager` |Plasma5 user manager |`wallet` |KF5 secure and unified container for user passwords |`wayland` |KF5 Client and Server library wrapper for the Wayland libraries |`widgetsaddons` |KF5 addons to QtWidgets |`windowsystem` |KF5 library for access to the windowing system |`xmlgui` |KF5 user configurable main windows |`xmlrpcclient` |KF5 interaction with XMLRPC services |=== [[kde5-components-example]] .`USE_KDE` Example [example] ==== This is a simple example for a KDE port. `USES= cmake` instructs the port to utilize CMake, a configuration tool widely used by KDE projects (see crossref:special[using-cmake, Using `cmake`] for detailed usage). `USE_KDE` brings dependency on KDE libraries. Required KDE components and other dependencies can be determined through the configure log. `USE_KDE` does not imply `USE_QT`. If a port requires some Qt components, specify them in `USE_QT`. [.programlisting] .... USES= cmake kde:5 qt:5 USE_KDE= ecm USE_QT= core buildtools_build qmake_build .... ==== [[using-lxqt]] == Using LXQt Applications depending on LXQt should set `USES+= lxqt` and set `USE_LXQT` to the list of required components from the table below [[using-lxqt-components]] .Available LXQt Components [cols="1,1", frame="none", options="header"] |=== | Name | Description |`buildtools` |Helpers for additional CMake modules |`libfmqt` |Libfm Qt bindings |`lxqt` |LXQt core library |`qtxdg` |Qt implementation of freedesktop.org XDG specifications |=== [[lxqt-components-example]] .`USE_LXQT` Example [example] ==== This is a simple example, `USE_LXQT` adds a dependency on LXQt libraries. Required LXQt components and other dependencies can be determined from the configure log. [.programlisting] .... USES= cmake lxqt qt:5 tar:xz USE_QT= core dbus widgets buildtools_build qmake_build USE_LXQT= buildtools libfmqt .... ==== [[using-java]] == Using Java [[java-variables]] === Variable Definitions If the port needs a Java(TM) Development Kit (JDK(TM)) to either build, run or even extract the distfile, then define `USE_JAVA`. There are several JDKs in the ports collection, from various vendors, and in several versions. If the port must use a particular version, specify it using the `JAVA_VERSION` variable. The most current version is package:java/openjdk18[], with package:java/openjdk17[], package:java/openjdk16[], package:java/openjdk15[], package:java/openjdk14[], package:java/openjdk13[], package:java/openjdk12[], package:java/openjdk11[], package:java/openjdk8[], and package:java/openjdk7[] also available. [[using-java-variables]] .Variables Which May be Set by Ports That Use Java [cols="1,1", frame="none", options="header"] |=== | Variable | Means |`USE_JAVA` |Define for the remaining variables to have any effect. |`JAVA_VERSION` |List of space-separated suitable Java versions for the port. An optional `\+` allows specifying a range of versions (allowed values: `8[+] 11[\+] 17[+] 18[\+] 19[+] 20[\+] 21[+]`). |`JAVA_OS` |List of space-separated suitable JDK port operating systems for the port (allowed values: `native linux`). |`JAVA_VENDOR` |List of space-separated suitable JDK port vendors for the port (allowed values: `openjdk oracle`). |`JAVA_BUILD` |When set, add the selected JDK port to the build dependencies. |`JAVA_RUN` |When set, add the selected JDK port to the run dependencies. |`JAVA_EXTRACT` |When set, add the selected JDK port to the extract dependencies. |=== Below is the list of all settings a port will receive after setting `USE_JAVA`: [[using-java-variables2]] .Variables Provided to Ports That Use Java [cols="1,1", frame="none", options="header"] |=== | Variable | Value |`JAVA_PORT` |The name of the JDK port (for example, `java/openjdk6`). |`JAVA_PORT_VERSION` |The full version of the JDK port (for example, `1.6.0`). Only the first two digits of this version number are needed, use `${JAVA_PORT_VERSION:C/^([0-9])\.([0-9])(.*)$/\1.\2/}`. |`JAVA_PORT_OS` |The operating system used by the JDK port (for example, `'native'`). |`JAVA_PORT_VENDOR` |The vendor of the JDK port (for example, `'openjdk'`). |`JAVA_PORT_OS_DESCRIPTION` |Description of the operating system used by the JDK port (for example, `'Native'`). |`JAVA_PORT_VENDOR_DESCRIPTION` |Description of the vendor of the JDK port (for example, `'OpenJDK BSD Porting Team'`). |`JAVA_HOME` |Path to the installation directory of the JDK (for example, [.filename]#'/usr/local/openjdk6'#). |`JAVAC` |Path to the Java compiler to use (for example, [.filename]#'/usr/local/openjdk6/bin/javac'#). |`JAR` |Path to the `jar` tool to use (for example, [.filename]#'/usr/local/openjdk6/bin/jar'# or [.filename]#'/usr/local/bin/fastjar'#). |`APPLETVIEWER` |Path to the `appletviewer` utility (for example, [.filename]#'/usr/local/openjdk6/bin/appletviewer'#). |`JAVA` |Path to the `java` executable. Use this for executing Java programs (for example, [.filename]#'/usr/local/openjdk6/bin/java'#). |`JAVADOC` |Path to the `javadoc` utility program. |`JAVAH` |Path to the `javah` program. |`JAVAP` |Path to the `javap` program. |`JAVA_KEYTOOL` |Path to the `keytool` utility program. |`JAVA_N2A` |Path to the `native2ascii` tool. |`JAVA_POLICYTOOL` |Path to the `policytool` program. |`JAVA_SERIALVER` |Path to the `serialver` utility program. |`RMIC` |Path to the RMI stub/skeleton generator, `rmic`. |`RMIREGISTRY` |Path to the RMI registry program, `rmiregistry`. |`RMID` |Path to the RMI daemon program `rmid`. |`JAVA_CLASSES` |Path to the archive that contains the JDK class files, [.filename]#${JAVA_HOME}/jre/lib/rt.jar#. |=== Use the `java-debug` make target to get information for debugging the port. It will display the value of many of the previously listed variables. Additionally, these constants are defined so all Java ports may be installed in a consistent way: [[using-java-constants]] .Constants Defined for Ports That Use Java [cols="1,1", frame="none", options="header"] |=== | Constant | Value |`JAVASHAREDIR` |The base directory for everything related to Java. Default: [.filename]#${PREFIX}/share/java#. |`JAVAJARDIR` |The directory where JAR files is installed. Default: [.filename]#${JAVASHAREDIR}/classes#. |`JAVALIBDIR` |The directory where JAR files installed by other ports are located. Default: [.filename]#${LOCALBASE}/share/java/classes#. |=== The related entries are defined in both `PLIST_SUB` (documented in crossref:plist[plist-sub,Changing pkg-plist Based on Make Variables]) and `SUB_LIST`. [[java-building-with-ant]] === Building with Ant When the port is to be built using Apache Ant, it has to define `USE_ANT`. Ant is thus considered to be the sub-make command. When no `do-build` target is defined by the port, a default one will be set that runs Ant according to `MAKE_ENV`, `MAKE_ARGS` and `ALL_TARGET`. This is similar to the `USES= gmake` mechanism, which is documented in crossref:special[building, Building Mechanisms]. [[java-best-practices]] === Best Practices When porting a Java library, the port has to install the JAR file(s) in [.filename]#${JAVAJARDIR}#, and everything else under [.filename]#${JAVASHAREDIR}/${PORTNAME}# (except for the documentation, see below). To reduce the packing file size, reference the JAR file(s) directly in the [.filename]#Makefile#. Use this statement (where [.filename]#myport.jar# is the name of the JAR file installed as part of the port): [.programlisting] .... PLIST_FILES+= ${JAVAJARDIR}/myport.jar .... When porting a Java application, the port usually installs everything under a single directory (including its JAR dependencies). The use of [.filename]#${JAVASHAREDIR}/${PORTNAME}# is strongly encouraged in this regard. It is up the porter to decide whether the port installs the additional JAR dependencies under this directory or uses the already installed ones (from [.filename]#${JAVAJARDIR}#). When porting a Java(TM) application that requires an application server such as package:www/tomcat7[] to run the service, it is quite common for a vendor to distribute a [.filename]#.war#. A [.filename]#.war# is a Web application ARchive and is extracted when called by the application. Avoid adding a [.filename]#.war# to [.filename]#pkg-plist#. It is not considered best practice. An application server will expand war archive, but not clean it up properly if the port is removed. A more desirable way of working with this file is to extract the archive, then install the files, and lastly add these files to [.filename]#pkg-plist#. [.programlisting] .... TOMCATDIR= ${LOCALBASE}/apache-tomcat-7.0 WEBAPPDIR= myapplication post-extract: @${MKDIR} ${WRKDIR}/${PORTDIRNAME} @${TAR} xf ${WRKDIR}/myapplication.war -C ${WRKDIR}/${PORTDIRNAME} do-install: cd ${WRKDIR} && \ ${INSTALL} -d -o ${WWWOWN} -g ${WWWGRP} ${TOMCATDIR}/webapps/${PORTDIRNAME} cd ${WRKDIR}/${PORTDIRNAME} && ${COPYTREE_SHARE} \* ${WEBAPPDIR}/${PORTDIRNAME} .... Regardless of the type of port (library or application), the additional documentation is installed in the crossref:makefiles[install-documentation,same location] as for any other port. The Javadoc tool is known to produce a different set of files depending on the version of the JDK that is used. For ports that do not enforce the use of a particular JDK, it is therefore a complex task to specify the packing list ([.filename]#pkg-plist#). This is one reason why porters are strongly encouraged to use `PORTDOCS`. Moreover, even if the set of files that will be generated by `javadoc` can be predicted, the size of the resulting [.filename]#pkg-plist# advocates for the use of `PORTDOCS`. The default value for `DATADIR` is [.filename]#${PREFIX}/share/${PORTNAME}#. It is a good idea to override `DATADIR` to [.filename]#${JAVASHAREDIR}/${PORTNAME}# for Java ports. Indeed, `DATADIR` is automatically added to `PLIST_SUB` (documented in crossref:plist[plist-sub,Changing pkg-plist Based on Make Variables]) so use `%%DATADIR%%` directly in [.filename]#pkg-plist#. As for the choice of building Java ports from source or directly installing them from a binary distribution, there is no defined policy at the time of writing. However, people from the https://www.freebsd.org/java/[FreeBSD Java Project] encourage porters to have their ports built from source whenever it is a trivial task. All the features that have been presented in this section are implemented in [.filename]#bsd.java.mk#. If the port needs more sophisticated Java support, please first have a look at the https://cgit.FreeBSD.org/ports/tree/Mk/bsd.java.mk[bsd.java.mk Git log] as it usually takes some time to document the latest features. Then, if the needed support that is lacking would be beneficial to many other Java ports, feel free to discuss it on the freebsd-java. Although there is a `java` category for PRs, it refers to the JDK porting effort from the FreeBSD Java project. Therefore, submit the Java port in the `ports` category as for any other port, unless the issue is related to either a JDK implementation or [.filename]#bsd.java.mk#. Similarly, there is a defined policy regarding the `CATEGORIES` of a Java port, which is detailed in crossref:makefiles[makefile-categories,Categorization]. [[using-php]] == Web Applications, Apache and PHP [[using-apache]] === Apache [[using-apache-variables]] .Variables for Ports That Use Apache [cols="1,1", frame="none"] |=== |`USE_APACHE` |The port requires Apache. Possible values: `yes` (gets any version), `22`, `24`, `22-24`, `22+`, etc. The default APACHE version is `22`. More details are available in [.filename]#ports/Mk/bsd.apache.mk# and at https://wiki.freebsd.org/Apache/[wiki.freebsd.org/Apache/]. |`APXS` |Full path to the `apxs` binary. Can be overridden in the port. |`HTTPD` |Full path to the `httpd` binary. Can be overridden in the port. |`APACHE_VERSION` |The version of present Apache installation (read-only variable). This variable is only available after inclusion of [.filename]#bsd.port.pre.mk#. Possible values: `22`, `24`. |`APACHEMODDIR` |Directory for Apache modules. This variable is automatically expanded in [.filename]#pkg-plist#. |`APACHEINCLUDEDIR` |Directory for Apache headers. This variable is automatically expanded in [.filename]#pkg-plist#. |`APACHEETCDIR` |Directory for Apache configuration files. This variable is automatically expanded in [.filename]#pkg-plist#. |=== [[using-apache-modules]] .Useful Variables for Porting Apache Modules [cols="1,1", frame="none"] |=== |`MODULENAME` |Name of the module. Default value is `PORTNAME`. Example: `mod_hello` |`SHORTMODNAME` |Short name of the module. Automatically derived from `MODULENAME`, but can be overridden. Example: `hello` |`AP_FAST_BUILD` |Use `apxs` to compile and install the module. |`AP_GENPLIST` |Also automatically creates a [.filename]#pkg-plist#. |`AP_INC` |Adds a directory to a header search path during compilation. |`AP_LIB` |Adds a directory to a library search path during compilation. |`AP_EXTRAS` |Additional flags to pass to `apxs`. |=== [[web-apps]] === Web Applications Web applications must be installed into [.filename]#PREFIX/www/appname#. This path is available both in [.filename]#Makefile# and in [.filename]#pkg-plist# as `WWWDIR`, and the path relative to `PREFIX` is available in [.filename]#Makefile# as `WWWDIR_REL`. The user and group of web server process are available as `WWWOWN` and `WWWGRP`, in case the ownership of some files needs to be changed. The default values of both are `www`. Use `WWWOWN?= myuser` and `WWWGRP?= mygroup` if the port needs different values. This allows the user to override them easily. [IMPORTANT] ==== Use `WWWOWN` and `WWWGRP` sparingly. Remember that every file the web server can write to is a security risk waiting to happen. ==== Do not depend on Apache unless the web app explicitly needs Apache. Respect that users may wish to run a web application on a web server other than Apache. [[php-variables]] === PHP PHP web applications declare their dependency on it with `USES=php`. See crossref:uses[uses-php,`php`] for more information. [[php-pear]] === PEAR Modules Porting PEAR modules is a very simple process. Add `USES=pear` to the port's [.filename]#Makefile#. The framework will install the relevant files in the right places and automatically generate the plist at install time. [[pear-makefile]] .Example Makefile for PEAR Class [example] ==== [.programlisting] .... PORTNAME= Date DISTVERSION= 1.4.3 CATEGORIES= devel www pear MAINTAINER= someone@example.org COMMENT= PEAR Date and Time Zone Classes WWW= https://pear.php.net/package/Date/ USES= pear .include .... ==== [TIP] ==== PEAR modules will automatically be flavorized using crossref:flavors[flavors-auto-php,PHP flavors]. ==== [NOTE] ==== If a non default `PEAR_CHANNEL` is used, the build and run-time dependencies will automatically be added. ==== [IMPORTANT] ==== PEAR modules do not need to defined `PKGNAMESUFFIX` it is automatically filled in using `PEAR_PKGNAMEPREFIX`. If a port needs to add to `PKGNAMEPREFIX`, it must also use `PEAR_PKGNAMEPREFIX` to differentiate between different flavors. ==== [[php-horde]] ==== Horde Modules In the same way, porting Horde modules is a simple process. Add `USES=horde` to the port's [.filename]#Makefile#. The framework will install the relevant files in the right places and automatically generate the plist at install time. The `USE_HORDE_BUILD` and `USE_HORDE_RUN` variables can be used to add buildtime and runtime dependencies on other Horde modules. See [.filename]#Mk/Uses/horde.mk# for a complete list of available modules. [[horde-Makefile]] .Example Makefile for Horde Module [example] ==== [.programlisting] .... PORTNAME= Horde_Core DISTVERSION= 2.14.0 CATEGORIES= devel www pear MAINTAINER= horde@FreeBSD.org COMMENT= Horde Core Framework libraries WWW= https://pear.horde.org/ OPTIONS_DEFINE= KOLAB SOCKETS KOLAB_DESC= Enable Kolab server support SOCKETS_DESC= Depend on sockets PHP extension USES= horde USE_PHP= session USE_HORDE_BUILD= Horde_Role USE_HORDE_RUN= Horde_Role Horde_History Horde_Pack \ Horde_Text_Filter Horde_View KOLAB_USE= HORDE_RUN=Horde_Kolab_Server,Horde_Kolab_Session SOCKETS_USE= PHP=sockets .include .... ==== [TIP] ==== As Horde modules are also PEAR modules they will also automatically be flavorized using crossref:flavors[flavors-auto-php,PHP flavors]. ==== [[using-python]] == Using Python The Ports Collection supports parallel installation of multiple Python versions. Ports must use a correct `python` interpreter, according to the user-settable `PYTHON_VERSION`. Most prominently, this means replacing the path to `python` executable in scripts with the value of `PYTHON_CMD`. Ports that install files under `PYTHON_SITELIBDIR` must use the `pyXY-` package name prefix, so their package name embeds the version of Python they are installed into. [.programlisting] .... PKGNAMEPREFIX= ${PYTHON_PKGNAMEPREFIX} .... [[using-python-variables]] .Most Useful Variables for Ports That Use Python [cols="1,1", frame="none"] |=== |`USES=python` |The port needs Python. The minimal required version can be specified with values such as `3.10+`. Version ranges can also be specified by separating two version numbers with a dash: `USES=python:3.8-3.9`. Note that `USES=python` does _not_ cover Python 2.7, it needs to be requested explicitly with `USES=python:2.7+`. |`USE_PYTHON=distutils` |Use Python distutils for configuring, compiling, and installing. This is required when the port comes with [.filename]#setup.py#. This overrides the `do-build` and `do-install` targets and may also override `do-configure` if `GNU_CONFIGURE` is not defined. Additionally, it implies `USE_PYTHON=flavors`. |`USE_PYTHON=autoplist` |Create the packaging list automatically. This also requires `USE_PYTHON=distutils` to be set. |`USE_PYTHON=concurrent` |The port will use an unique prefix, typically `PYTHON_PKGNAMEPREFIX` for certain directories, such as `EXAMPLESDIR` and `DOCSDIR` and also will append a suffix, the python version from `PYTHON_VER`, to binaries and scripts to be installed. This allows ports to be installed for different Python versions at the same time, which otherwise would install conflicting files. |`USE_PYTHON=flavors` |The port does not use distutils but still supports multiple Python versions. `FLAVORS` will be set to the supported Python versions. See crossref:flavors[flavors-auto-python,`USES`=python and Flavors] for more information. |`USE_PYTHON=optsuffix` |If the current Python version is not the default version, the port will gain `PKGNAMESUFFIX=${PYTHON_PKGNAMESUFFIX}`. Only useful with flavors. |`PYTHON_PKGNAMEPREFIX` |Used as a `PKGNAMEPREFIX` to distinguish packages for different Python versions. Example: `py27-` |`PYTHON_SITELIBDIR` |Location of the site-packages tree, that contains installation path of Python (usually `LOCALBASE`). `PYTHON_SITELIBDIR` can be very useful when installing Python modules. |`PYTHONPREFIX_SITELIBDIR` |The PREFIX-clean variant of PYTHON_SITELIBDIR. Always use `%%PYTHON_SITELIBDIR%%` in [.filename]#pkg-plist# when possible. The default value of `%%PYTHON_SITELIBDIR%%` is `lib/python%%PYTHON_VERSION%%/site-packages` |`PYTHON_CMD` |Python interpreter command line, including version number. |=== [[using-python-variables-helpers]] .Python Module Dependency Helpers [cols="1,1", frame="none"] |=== |`PYNUMERIC` |Dependency line for numeric extension. |`PYNUMPY` |Dependency line for the new numeric extension, numpy. (PYNUMERIC is deprecated by upstream vendor). |`PYXML` |Dependency line for XML extension (not needed for Python 2.0 and higher as it is also in base distribution). |`PY_ENUM34` |Conditional dependency on package:devel/py-enum34[] depending on the Python version. |`PY_ENUM_COMPAT` |Conditional dependency on package:devel/py-enum-compat[] depending on the Python version. |`PY_PATHLIB` |Conditional dependency on package:devel/py-pathlib[] depending on the Python version. |`PY_IPADDRESS` |Conditional dependency on package:net/py-ipaddress[] depending on the Python version. |`PY_FUTURES` |Conditional dependency on package:devel/py-futures[] depending on the Python version. |=== A complete list of available variables can be found in [.filename]#/usr/ports/Mk/Uses/python.mk#. [IMPORTANT] ==== All dependencies to Python ports using crossref:flavors[flavors-auto-python,Python flavors] (either with `USE_PYTHON=distutils` or `USE_PYTHON=flavors`) must have the Python flavor appended to their origin using `@${PY_FLAVOR}`. -See crossref:special[python-Makefile,.Makefile for a Simple Python Module]. +See crossref:special[python-Makefile,Makefile for a Simple Python Module]. ==== [[python-Makefile]] .Makefile for a Simple Python Module [example] ==== [.programlisting] .... PORTNAME= sample DISTVERSION= 1.2.3 CATEGORIES= devel MAINTAINER= fred.bloggs@example.com COMMENT= Python sample module WWW= https://example.com/project/sample/ RUN_DEPENDS= ${PYTHON_PKGNAMEPREFIX}six>0:devel/py-six@${PY_FLAVOR} USES= python USE_PYTHON= autoplist distutils .include .... ==== Some Python applications claim to have `DESTDIR` support (which would be required for staging) but it is broken (Mailman up to 2.1.16, for instance). This can be worked around by recompiling the scripts. This can be done, for example, in the `post-build` target. Assuming the Python scripts are supposed to reside in `PYTHONPREFIX_SITELIBDIR` after installation, this solution can be applied: [.programlisting] .... (cd ${STAGEDIR}${PREFIX} \ && ${PYTHON_CMD} ${PYTHON_LIBDIR}/compileall.py \ -d ${PREFIX} -f ${PYTHONPREFIX_SITELIBDIR:S;${PREFIX}/;;}) .... This recompiles the sources with a path relative to the stage directory, and prepends the value of `PREFIX` to the file name recorded in the byte-compiled output file by `-d`. `-f` is required to force recompilation, and the `:S;${PREFIX}/;;` strips prefixes from the value of `PYTHONPREFIX_SITELIBDIR` to make it relative to `PREFIX`. [[using-tcl]] == Using Tcl/Tk The Ports Collection supports parallel installation of multiple Tcl/Tk versions. Ports should try to support at least the default Tcl/Tk version and higher with `USES=tcl`. It is possible to specify the desired version of `tcl` by appending `:_xx_`, for example, `USES=tcl:85`. [[using-tcl-variables]] .The Most Useful Read-Only Variables for Ports That Use Tcl/Tk [cols="1,1", frame="none"] |=== |`TCL_VER` | chosen major.minor version of Tcl |`TCLSH` | full path of the Tcl interpreter |`TCL_LIBDIR` | path of the Tcl libraries |`TCL_INCLUDEDIR` | path of the Tcl C header files |`TK_VER` | chosen major.minor version of Tk |`WISH` | full path of the Tk interpreter |`TK_LIBDIR` | path of the Tk libraries |`TK_INCLUDEDIR` | path of the Tk C header files |=== See the crossref:uses[uses-tcl,`USES=tcl`] and crossref:uses[uses-tk,`USES=tk`] of crossref:uses[uses,Using `USES` Macros] for a full description of those variables. A complete list of those variables is available in [.filename]#/usr/ports/Mk/Uses/tcl.mk#. [[using-sdl]] == Using SDL `USE_SDL` is used to autoconfigure the dependencies for ports which use an SDL based library like package:devel/sdl12[] and package:graphics/sdl_image[]. These SDL libraries for version 1.2 are recognized: * sdl: package:devel/sdl12[] * console: package:devel/sdl_console[] * gfx: package:graphics/sdl_gfx[] * image: package:graphics/sdl_image[] * mixer: package:audio/sdl_mixer[] * mm: package:devel/sdlmm[] * net: package:net/sdl_net[] * pango: package:x11-toolkits/sdl_pango[] * sound: package:audio/sdl_sound[] * ttf: package:graphics/sdl_ttf[] These SDL libraries for version 2.0 are recognized: * sdl: package:devel/sdl20[] * gfx: package:graphics/sdl2_gfx[] * image: package:graphics/sdl2_image[] * mixer: package:audio/sdl2_mixer[] * net: package:net/sdl2_net[] * ttf: package:graphics/sdl2_ttf[] Therefore, if a port has a dependency on package:net/sdl_net[] and package:audio/sdl_mixer[], the syntax will be: [.programlisting] .... USE_SDL= net mixer .... The dependency package:devel/sdl12[], which is required by package:net/sdl_net[] and package:audio/sdl_mixer[], is automatically added as well. Using `USE_SDL` with entries for SDL 1.2, it will automatically: * Add a dependency on sdl12-config to `BUILD_DEPENDS` * Add the variable `SDL_CONFIG` to `CONFIGURE_ENV` * Add the dependencies of the selected libraries to `LIB_DEPENDS` Using `USE_SDL` with entries for SDL 2.0, it will automatically: * Add a dependency on sdl2-config to `BUILD_DEPENDS` * Add the variable `SDL2_CONFIG` to `CONFIGURE_ENV` * Add the dependencies of the selected libraries to `LIB_DEPENDS` [[using-wx]] == Using wxWidgets This section describes the status of the wxWidgets libraries in the ports tree and its integration with the ports system. [[wx-introduction]] === Introduction There are many versions of the wxWidgets libraries which conflict between them (install files under the same name). In the ports tree this problem has been solved by installing each version under a different name using version number suffixes. The obvious disadvantage of this is that each application has to be modified to find the expected version. Fortunately, most of the applications call the `wx-config` script to determine the necessary compiler and linker flags. The script is named differently for every available version. Majority of applications respect an environment variable, or accept a configure argument, to specify which `wx-config` script to call. Otherwise they have to be patched. [[wx-version]] === Version Selection To make the port use a specific version of wxWidgets there are two variables available for defining (if only one is defined the other will be set to a default value): [[wx-ver-sel-table]] .Variables to Select wxWidgets Versions [cols="1,1,1", frame="none", options="header"] |=== | Variable | Description | Default value |`USE_WX` |List of versions the port can use |All available versions |`USE_WX_NOT` |List of versions the port cannot use |None |=== The available wxWidgets versions and the corresponding ports in the tree are: [[wx-widgets-versions-table]] .Available wxWidgets Versions [cols="1,1", frame="none", options="header"] |=== | Version | Port |`2.8` |package:x11-toolkits/wxgtk28[] |`3.0` |package:x11-toolkits/wxgtk30[] |=== -The variables in crossref:special[wx-ver-sel-table,.Variables to Select wxWidgets Versions] can be set to one or more of these combinations separated by spaces: +The variables in crossref:special[wx-ver-sel-table,Variables to Select wxWidgets Versions] can be set to one or more of these combinations separated by spaces: [[wx-widgets-versions-specification]] .wxWidgets Version Specifications [cols="1,1", frame="none", options="header"] |=== | Description | Example |Single version |`2.8` |Ascending range |`2.8+` |Descending range |`3.0-` |Full range (must be ascending) |`2.8-3.0` |=== There are also some variables to select the preferred versions from the available ones. They can be set to a list of versions, the first ones will have higher priority. [[wx-widgets-preferred-version]] .Variables to Select Preferred wxWidgets Versions [cols="1,1", frame="none", options="header"] |=== | Name | Designed for |`WANT_WX_VER` |the port |`WITH_WX_VER` |the user |=== [[wx-components]] === Component Selection There are other applications that, while not being wxWidgets libraries, are related to them. These applications can be specified in `WX_COMPS`. These components are available: [[wx-widgets-components-table]] .Available wxWidgets Components [cols="1,1,1", frame="none", options="header"] |=== | Name | Description | Version restriction |`wx` |main library |none |`contrib` |contributed libraries |`none` |`python` |wxPython (Python bindings) |`2.8-3.0` |=== The dependency type can be selected for each component by adding a suffix separated by a semicolon. -If not present then a default type will be used (see crossref:special[wx-def-dep-types,.Default wxWidgets Dependency Types]). +If not present then a default type will be used (see crossref:special[wx-def-dep-types,Default wxWidgets Dependency Types]). These types are available: [[wx-widgets-dependency-table]] .Available wxWidgets Dependency Types [cols="1,1", frame="none", options="header"] |=== | Name | Description |`build` |Component is required for building, equivalent to `BUILD_DEPENDS` |`run` |Component is required for running, equivalent to `RUN_DEPENDS` |`lib` |Component is required for building and running, equivalent to `LIB_DEPENDS` |=== The default values for the components are detailed in this table: [[wx-def-dep-types]] .Default wxWidgets Dependency Types [cols="1,1", frame="none", options="header"] |=== | Component | Dependency type |`wx` |`lib` |`contrib` |`lib` |`python` |`run` |`mozilla` |`lib` |`svg` |`lib` |=== [[wx-components-example]] .Selecting wxWidgets Components [example] ==== This fragment corresponds to a port which uses wxWidgets version `2.4` and its contributed libraries. [.programlisting] .... USE_WX= 2.8 WX_COMPS= wx contrib .... ==== [[wx-version-detection]] === Detecting Installed Versions To detect an installed version, define `WANT_WX`. If it is not set to a specific version then the components will have a version suffix. `HAVE_WX` will be filled after detection. [[wx-ver-det-example]] .Detecting Installed wxWidgets Versions and Components [example] ==== This fragment can be used in a port that uses wxWidgets if it is installed, or an option is selected. [.programlisting] .... WANT_WX= yes .include .if defined(WITH_WX) || !empty(PORT_OPTIONS:MWX) || !empty(HAVE_WX:Mwx-2.8) USE_WX= 2.8 CONFIGURE_ARGS+= --enable-wx .endif .... This fragment can be used in a port that enables wxPython support if it is installed or if an option is selected, in addition to wxWidgets, both version `2.8`. [.programlisting] .... USE_WX= 2.8 WX_COMPS= wx WANT_WX= 2.8 .include .if defined(WITH_WXPYTHON) || !empty(PORT_OPTIONS:MWXPYTHON) || !empty(HAVE_WX:Mpython) WX_COMPS+= python CONFIGURE_ARGS+= --enable-wxpython .endif .... ==== [[wx-defined-variables]] === Defined Variables -These variables are available in the port (after defining one from crossref:special[wx-ver-sel-table,.Variables to Select wxWidgets Versions]). +These variables are available in the port (after defining one from crossref:special[wx-ver-sel-table,Variables to Select wxWidgets Versions]). [[wx-widgets-variables]] .Variables Defined for Ports That Use wxWidgets [cols="1,1", frame="none", options="header"] |=== | Name | Description |`WX_CONFIG` |The path to the wxWidgets`wx-config` script (with different name) |`WXRC_CMD` |The path to the wxWidgets`wxrc` program (with different name) |`WX_VERSION` |The wxWidgets version that is going to be used (for example, `2.6`) |=== [[wx-premk]] === Processing in [.filename]#bsd.port.pre.mk# Define `WX_PREMK` to be able to use the variables right after including [.filename]#bsd.port.pre.mk#. [IMPORTANT] ==== When defining `WX_PREMK`, then the version, dependencies, components and defined variables will not change if modifying the wxWidgets port variables _after_ including [.filename]#bsd.port.pre.mk#. ==== [[wx-premk-example]] .Using wxWidgets Variables in Commands [example] ==== This fragment illustrates the use of `WX_PREMK` by running the `wx-config` script to obtain the full version string, assign it to a variable and pass it to the program. [.programlisting] .... USE_WX= 2.8 WX_PREMK= yes .include .if exists(${WX_CONFIG}) VER_STR!= ${WX_CONFIG} --release PLIST_SUB+= VERSION="${VER_STR}" .endif .... ==== [NOTE] ==== The wxWidgets variables can be safely used in commands when they are inside targets without the need of `WX_PREMK`. ==== [[wx-additional-config-args]] === Additional `configure` Arguments Some GNU `configure` scripts cannot find wxWidgets with just the `WX_CONFIG` environment variable set, requiring additional arguments. `WX_CONF_ARGS` can be used for provide them. [[wx-conf-args-values]] .Legal Values for `WX_CONF_ARGS` [cols="1,1", frame="none", options="header"] |=== | Possible value | Resulting argument |`absolute` |`--with-wx-config=${WX_CONFIG}` |`relative` |`--with-wx=${LOCALBASE} --with-wx-config=${WX_CONFIG:T}` |=== [[using-lua]] == Using Lua This section describes the status of the Lua libraries in the ports tree and its integration with the ports system. [[lua-introduction]] === Introduction There are many versions of the Lua libraries and corresponding interpreters, which conflict between them (install files under the same name). In the ports tree this problem has been solved by installing each version under a different name using version number suffixes. The obvious disadvantage of this is that each application has to be modified to find the expected version. But it can be solved by adding some additional flags to the compiler and linker. Applications that use Lua should normally build for just one version. However, loadable modules for Lua are built in a separate flavor for each Lua version that they support, and dependencies on such modules should specify the flavor using the `@${LUA_FLAVOR}` suffix on the port origin. [[lua-version]] === Version Selection A port using Lua should have a line of this form: [.programlisting] .... USES= lua .... If a specific version of Lua, or range of versions, is needed, it can be specified as a parameter in the form `XY` (which may be used multiple times), `XY+`, `-XY`, or `XY-ZA`. The default version of Lua as set via `DEFAULT_VERSIONS` will be used if it falls in the requested range, otherwise the closest requested version to the default will be used. For example: [.programlisting] .... USES= lua:52-53 .... Note that no attempt is made to adjust the version selection based on the presence of any already-installed Lua version. [NOTE] ==== The `XY+` form of version specification should not be used without careful consideration; the Lua API changes to some extent in every version, and configuration tools like CMake or Autoconf will often fail to work on future versions of Lua until updated to do so. ==== [[lua-version-config]] === Configuration and Compiler flags Software that uses Lua may have been written to auto-detect the Lua version in use. In general ports should override this assumption, and force the use of the specific Lua version selected as described above. Depending on the software being ported, this might require any or all of: * Using `LUA_VER` as part of a parameter to the software's configuration script via `CONFIGURE_ARGS` or `CONFIGURE_ENV` (or equivalent for other build systems); * Adding `-I${LUA_INCDIR}`, `-L${LUA_LIBDIR}`, and `-llua-${LUA_VER}` to `CFLAGS`, `LDFLAGS`, `LIBS` respectively as appropriate; * Patch the software's configuration or build files to select the correct version. [[lua-version-flavors]] === Version Flavors A port which installs a Lua module (rather than an application that simply makes use of Lua) should build a separate flavor for each supported Lua version. This is done by adding the `module` parameter: [.programlisting] .... USES= lua:module .... A version number or range of versions can be specified as well; use a comma to separate parameters. Since each flavor must have a different package name, the variable `LUA_PKGNAMEPREFIX` is provided which will be set to an appropriate value; the intended usage is: [.programlisting] .... PKGNAMEPREFIX= ${LUA_PKGNAMEPREFIX} .... Module ports should normally install files only to `LUA_MODLIBDIR`, `LUA_MODSHAREDIR`, `LUA_DOCSDIR`, and `LUA_EXAMPLESDIR`, all of which are set up to refer to version-specific subdirectories. Installing any other files must be done with care to avoid conflicts between versions. A port (other than a Lua module) which wishes to build a separate package for each Lua version should use the `flavors` parameter: [.programlisting] .... USES= lua:flavors .... This operates the same way as the `module` parameter described above, but without the assumption that the package should be documented as a Lua module (so `LUA_DOCSDIR` and `LUA_EXAMPLESDIR` are not defined by default). However, the port may choose to define `LUA_DOCSUBDIR` as a suitable subdirectory name (usually the port's `PORTNAME` as long as this does not conflict with the `PORTNAME` of any module), in which case the framework will define both `LUA_DOCSDIR` and `LUA_EXAMPLESDIR`. As with module ports, a flavored port should avoid installing files that would conflict between versions. Typically this is done by adding `LUA_VER_STR` as a suffix to program names (e.g. using crossref:uses[uses-uniquefiles,`uniquefiles`]), and otherwise using either `LUA_VER` or `LUA_VER_STR` as part of any other files or subdirectories used outside of `LUA_MODLIBDIR` and `LUA_MODSHAREDIR`. [[lua-defined-variables]] === Defined Variables These variables are available in the port. [[using-lua-variables-ports]] .Variables Defined for Ports That Use Lua [cols="1,1", frame="none", options="header"] |=== | Name | Description |`LUA_VER` |The Lua version that is going to be used (for example, `5.4`) |`LUA_VER_STR` |The Lua version without the dots (for example, `54`) |`LUA_FLAVOR` |The flavor name corresponding to the selected Lua version, to be used for specifying dependencies |`LUA_BASE` |The prefix that should be used to locate Lua (and components) that are already installed |`LUA_PREFIX` |The prefix where Lua (and components) are to be installed by this port |`LUA_INCDIR` |The directory where Lua header files are installed |`LUA_LIBDIR` |The directory where Lua libraries are installed |`LUA_REFMODLIBDIR` |The directory where Lua module libraries ([.filename]#.so#) that are already installed are to be found |`LUA_REFMODSHAREDIR` |The directory where Lua modules ([.filename]#.lua#) that are already installed are to be found |`LUA_MODLIBDIR` |The directory where Lua module libraries ([.filename]#.so#) are to be installed by this port |`LUA_MODSHAREDIR` |The directory where Lua modules ([.filename]#.lua#) are to be installed by this port |`LUA_PKGNAMEPREFIX` |The package name prefix used by Lua modules |`LUA_CMD` |The name of the Lua interpreter (e.g. `lua54`) |`LUAC_CMD` |The name of the Lua compiler (e.g. `luac54`) |=== These additional variables are available for ports that specified the `module` parameter: [[using-lua-variables-modules]] .Variables Defined for Lua Module Ports [cols="1,1", frame="none", options="header"] |=== | Name | Description |`LUA_DOCSDIR` |the directory to which the module's documentation should be installed. |`LUA_EXAMPLESDIR` |the directory to which the module's example files should be installed. |=== [[lua-examples]] === Examples [[lua-app-Makefile]] .Makefile for an application using Lua [example] ==== This example shows how to reference a Lua module required at run time. Notice that the reference must specify a flavor. [.programlisting] .... PORTNAME= sample DISTVERSION= 1.2.3 CATEGORIES= whatever MAINTAINER= fred.bloggs@example.com COMMENT= Sample WWW= https://example.com/lua_sample/sample/ RUN_DEPENDS= ${LUA_REFMODLIBDIR}/lpeg.so:devel/lua-lpeg@${LUA_FLAVOR} USES= lua .include .... ==== [[lua-mod-Makefile]] .Makefile for a simple Lua module [example] ==== [.programlisting] .... PORTNAME= sample DISTVERSION= 1.2.3 CATEGORIES= whatever PKGNAMEPREFIX= ${LUA_PKGNAMEPREFIX} MAINTAINER= fred.bloggs@example.com COMMENT= Sample WWW= https://example.com/lua_sample/sample/ USES= lua:module DOCSDIR= ${LUA_DOCSDIR} .include .... ==== [[using-guile]] == Using Guile This section describes the status of Guile in the ports tree and its integration with the ports system. [[guile-introduction]] === Introduction There are multiple versions of the Guile libraries and corresponding interpreters, which conflict between them (install files under the same name). In the ports tree this problem has been solved by installing each version under a different name using version number suffixes. In most cases, applications should detect the correct version from the configuration variables provided and use `pkg-config` to determine the name and associated paths. However, some applications (especially those using their own configuration rules for `cmake` or `meson`) will always try to use the latest available version. In this case, either patch the port or declare a build conflict (see the `conflicts` option below) to ensure that the correct dependency is generated when building outside of poudriere. Applications that use Guile should normally build for just one version, preferably the one specified in `DEFAULT_VERSIONS`, or failing that the latest version that they support. However, Guile or Scheme libraries, or extension modules for Guile are built in a separate flavor for each Guile version that they support, and dependencies on such ports should specify the flavor using the `@${GUILE_FLAVOR}` suffix on the port origin. [[guile-version]] === Version Selection A port using Guile should define `USES=guile:__arg,arg...__` with appropriate arguments as follows: [[guile-defined-uses-args]] .Arguments Defined for Ports That Use Guile [cols="1m,4", frame="none", options="header"] |=== | Name | Description |_X.Y_ |Declare compatibility with Guile version `X.Y`. Currently available versions are `1.8` (obsolete), `2.2` and `3.0`. Multiple versions may be specified. |flavors |Create a flavor for every Guile version specified. The version specified by `DEFAULT_VERSIONS` will become the default flavor. Flavor names are of the form `guileXY`. |build |Add the Guile interpreter as a build dependency only, rather than a library dependency. `build` and `run` may both be specified. |run |Add the Guile interpreter as a runtime dependency only, rather than a library dependency. `build` and `run` may both be specified. |alias |Add `BINARY_ALIAS` values for the interpreter and tools. |conflicts |Declare `CONFLICTS_BUILD` for Guile versions newer than the one selected. Use this when the port cannot be configured to use a specific Guile version. |=== Some additional arguments are available for handling unusual cases; see `Mk/Uses/guile.mk` for details. Unless `build` or `run` is specified, then `LIB_DEPENDS` receives both the `libguile` library dependency and also any additional dependencies required by the guile version, e.g. `libgc`. Normally the port should not need any additional dependencies related to its use of Guile. [[guile-version-config]] === Configuration flags Software that uses Guile should be using the `pkg-config` mechanism to obtain compiler and linker flags. Some older or esoteric ports may be using `guile-config` or obtaining values directly from `guile` instead, which should also work (the `alias` argument may be useful in some of these cases). The framework tries to inform the port of the desired Guile version using the following methods: * `GUILE_EFFECTIVE_VERSION` is added to `CONFIGURE_ENV`; * The full path to the Guile binary is specified in the `GUILE` variable in `CONFIGURE_ENV` and `MAKE_ENV`; * If the `alias` option is used, the desired Guile version's binaries are the ones aliased; * If the `alias` option is not used, paths to the desired Guile version's tools (`guild`, `guile-config`, etc.) are added to `CONFIGURE_ENV` and `MAKE_ENV` as variables `GUILD`, `GUILE_CONFIG`, etc. For some ports, it may be necessary to specify the version in additional ways, such as via `CONFIGURE_ARGS` or `MESON_ARGS`, depending on the port. If none of these methods cause the port to select the specified Guile version when other versions are present, then preferably patch it to do so. If that is not feasible, specify the `conflicts` option to prevent building the port under conditions where it will detect the wrong version. [[guile-version-flavors]] === Version Flavors A port which installs a Guile extension or library, or a Scheme library that precompiles for Guile, should build a separate flavor for each supported Guile version. This is done by adding the `flavors` option. Since each flavor must have a different package name, such ports must set `PKGNAMESUFFIX`, typically: [.programlisting] .... PKGNAMESUFFIX= -${FLAVOR} .... Such ports must install Scheme files to `GUILE_SITE_DIR` rather than to `GUILE_GLOBAL_SITE_DIR` even when the files are not version-specific. This often requires patching the port. Additionally, if such a port installs a `.pc` file, it must be placed in `GUILE_PKGCONFIG_PATH` rather than in the global `pkgconfig` directory. This allows dependent ports to find a correct configuration for the specific Guile version in use. If a Guile extension port installs a `.so` file, then it must usually be placed in the Guile-version-specific `extensions` directory. `USE_LDCONFIG` should usually not be used. Any other files installed by a flavored port must likewise be in version-specific directories or use version-specific filenames. For documentation and examples, `GUILE_DOCS_DIR` and `GUILE_EXAMPLES_DIR` specify suitable locations in which the port should create a subdirectory, see below. [[guile-defined-variables]] === Defined Variables These variables are available in the port. [[using-guile-variables-ports]] .Variables Defined for Ports That Use Guile [cols="1,3m,6", frame="none", options="header"] |=== | Name | Sample Value | Description |`GUILE_VER` |3.0 |Guile version in use. |`GUILE_SFX` |3 |Short suffix used on some names. Use only with care; may be non-unique or may change in the future. |`GUILE_FLAVOR` |guile30 |Flavor name corresponding to the selected version. |`GUILE_PORT` |lang/guile3 |Port origin of the specified Guile version. |`GUILE_PREFIX` |${PREFIX} |Directory prefix to be used for installation. |`GUILE_CMD` |guile-3.0 |Name of the Guile interpreter, with version suffix. |`GUILE_CMDPATH` |${LOCALBASE}/bin/guile-3.0 |Full path to the Guile interpreter. |`GUILD_CMD` |guild-3.0 |Name of the Guild tool, with version suffix. |`GUILD_CMDPATH` |${LOCALBASE}/bin/guild-3.0 |Full path to the Guild tool. |`++GUILE_*_CMD++` + `++GUILE_*_CMDPATH++` | |Like `GUILE_CMD` and `GUILE_CMDPATH`, but for other tool binaries. |`GUILE_PKGCONFIG_PATH` |${LOCALBASE}/libdata/pkgconfig/guile/3.0 |Where packages using `flavors` should install `.pc` files. |`GUILE_INFO_PATH` |share/info/guile3 |A suitable value for `INFO_PATH` for ports using the `flavors` option. |=== The following are defined as variables and as `PLIST_SUB` entries. The variable form is suffixed with `_DIR` and is a full path (prefixed with `GUILE_PREFIX`). [[using-guile-path-variables-ports]] .Path Substitutions Defined for Ports That Use Guile [cols="1m,3m,6", frame="none", options="header"] |=== | Name | Sample Value | Description |GUILE_GLOBAL_SITE |share/guile/site |Site directory shared by all guile versions; this should not usually be used. |GUILE_SITE |share/guile/3.0/site |Site directory for the selected Guile version. |GUILE_SITE_CCACHE |lib/guile/3.0/site-ccache |Directory for compiled bytecode files. |GUILE_DOCS |share/doc/guile30 |Parent directory for version-specific documentation. |GUILE_EXAMPLES |share/examples/guile30 |Parent directory for version-specific examples. |=== [[guile-examples]] === Examples [[guile-app-Makefile]] .Makefile for an application using Guile [example] ==== This example shows how to reference a Guile library required at build and run time. Notice that the reference must specify a flavor. This example assumes that the application is using `pkg-config` to locate dependencies. [.programlisting] .... PORTNAME= sample DISTVERSION= 1.2.3 CATEGORIES= whatever MAINTAINER= fred.bloggs@example.com COMMENT= Sample WWW= https://example.com/guile_sample/sample/ BUILD_DEPENDS= guile-lib-${GUILE_FLAVOR}>=0.2.5:devel/guile-lib@${GUILE_FLAVOR} RUN_DEPENDS= guile-lib-${GUILE_FLAVOR}>=0.2.5:devel/guile-lib@${GUILE_FLAVOR} USES= guile:2.2,3.0 pkgconfig .include .... ==== [[using-iconv]] == Using `iconv` FreeBSD has a native `iconv` in the operating system. For software that needs `iconv`, define `USES=iconv`. When a port defines `USES=iconv`, these variables will be available: [.informaltable] [cols="1,1,1,1", frame="none", options="header"] |=== | Variable name | Purpose | Port iconv (when using WCHAR_T or //TRANSLIT extensions) | Base iconv |`ICONV_CMD` |Directory where the `iconv` binary resides |`${LOCALBASE}/bin/iconv` |[.filename]#/usr/bin/iconv# |`ICONV_LIB` |`ld` argument to link to [.filename]#libiconv# (if needed) |`-liconv` |(empty) |`ICONV_PREFIX` |Directory where the `iconv` implementation resides (useful for configure scripts) |`${LOCALBASE}` |[.filename]#/usr# |`ICONV_CONFIGURE_ARG` |Preconstructed configure argument for configure scripts |`--with-libiconv-prefix=${LOCALBASE}` |(empty) |`ICONV_CONFIGURE_BASE` |Preconstructed configure argument for configure scripts |`--with-libiconv=${LOCALBASE}` |(empty) |=== These two examples automatically populate the variables with the correct value for systems using package:converters/libiconv[] or the native `iconv` respectively: [[iconv-simple-use]] .Simple `iconv` Usage [example] ==== [.programlisting] .... USES= iconv LDFLAGS+= -L${LOCALBASE}/lib ${ICONV_LIB} .... ==== [[iconv-configure-use]] .`iconv` Usage with `configure` [example] ==== [.programlisting] .... USES= iconv CONFIGURE_ARGS+=${ICONV_CONFIGURE_ARG} .... ==== As shown above, `ICONV_LIB` is empty when a native `iconv` is present. This can be used to detect the native `iconv` and respond appropriately. Sometimes a program has an `ld` argument or search path hardcoded in a [.filename]#Makefile# or configure script. This approach can be used to solve that problem: [[iconv-reinplace]] .Fixing Hardcoded `-liconv` [example] ==== [.programlisting] .... USES= iconv post-patch: @${REINPLACE_CMD} -e 's/-liconv/${ICONV_LIB}/' ${WRKSRC}/Makefile .... ==== In some cases it is necessary to set alternate values or perform operations depending on whether there is a native `iconv`. [.filename]#bsd.port.pre.mk# must be included before testing the value of `ICONV_LIB`: [[iconv-conditional]] .Checking for Native `iconv` Availability [example] ==== [.programlisting] .... USES= iconv .include post-patch: .if empty(ICONV_LIB) # native iconv detected @${REINPLACE_CMD} -e 's|iconv||' ${WRKSRC}/Config.sh .endif .include .... ==== [[using-xfce]] == Using Xfce Ports that need Xfce libraries or applications set `USES=xfce`. Specific Xfce library and application dependencies are set with values assigned to `USE_XFCE`. They are defined in [.filename]#/usr/ports/Mk/Uses/xfce.mk#. The possible values are: .Values of `USE_XFCE` garcon:: package:sysutils/garcon[] libexo:: package:x11/libexo[] libgui:: package:x11-toolkits/libxfce4gui[] libmenu:: package:x11/libxfce4menu[] libutil:: package:x11/libxfce4util[] panel:: package:x11-wm/xfce4-panel[] thunar:: package:x11-fm/thunar[] xfconf:: package:x11/xfce4-conf[] [[use-xfce]] .`USES=xfce` Example [example] ==== [.programlisting] .... USES= xfce USE_XFCE= libmenu .... ==== [[use-xfce-gtk2]] .Using Xfce's Own GTK2 Widgets [example] ==== In this example, the ported application uses the GTK2-specific widgets package:x11/libxfce4menu[] and package:x11/xfce4-conf[]. [.programlisting] .... USES= xfce:gtk2 USE_XFCE= libmenu xfconf .... ==== [TIP] ==== Xfce components included this way will automatically include any dependencies they need. It is no longer necessary to specify the entire list. If the port only needs package:x11-wm/xfce4-panel[], use: [.programlisting] .... USES= xfce USE_XFCE= panel .... There is no need to list the components package:x11-wm/xfce4-panel[] needs itself like this: [.programlisting] .... USES= xfce USE_XFCE= libexo libmenu libutil panel .... However, Xfce components and non-Xfce dependencies of the port must be included explicitly. Do not count on an Xfce component to provide a sub-dependency other than itself for the main port. ==== [[using-budgie]] == Using Budgie Applications or libraries depending on the Budgie desktop should set `USES= budgie` and set `USE_BUDGIE` to the list of required components. [cols="1,1", frame="none", options="header"] |=== | Name | Description | `libbudgie` | Desktop core (library) | `libmagpie` | Budgie's X11 window manager and compositor library | `raven` | All-in-one center in panel for accessing different applications widgets | `screensaver` | Desktop-specific screensaver |=== [NOTE] ==== All application widgets communicate through the *org.budgie_desktop.Raven* service. The default dependency is lib- and run-time, it can be changed with `:build` or `:run`, for example: [.programlisting] .... USES= budgie USE_BUDGIE= screensaver:build .... ==== [[budgie-components-example]] .`USE_BUDGIE` Example [example] ==== [.programlisting] .... USES= budgie gettext gnome meson pkgconfig USE_BUDGIE= libbudgie .... ==== [[using-databases]] == Using Databases -Use one of the `USES` macros from crossref:special[using-databases-uses,.Database `USES` Macros] to add a dependency on a database. +Use one of the `USES` macros from crossref:special[using-databases-uses,Database `USES` Macros] to add a dependency on a database. [[using-databases-uses]] .Database `USES` Macros [cols="1,1", frame="none", options="header"] |=== | Database | USES Macro |Berkeley DB |crossref:uses[uses-bdb,`bdb`] |MariaDB, MySQL, Percona |crossref:uses[uses-mysql,`mysql`] |PostgreSQL |crossref:uses[uses-pgsql,`pgsql`] |SQLite |crossref:uses[uses-sqlite,`sqlite`] |=== [[using-databases-bdb-ex1]] .Using Berkeley DB 6 [example] ==== [.programlisting] .... USES= bdb:6 .... See crossref:uses[uses-bdb,`bdb`] for more information. ==== [[using-databases-mysql-ex1]] .Using MySQL [example] ==== When a port needs the MySQL client library add [.programlisting] .... USES= mysql .... See crossref:uses[uses-mysql,`mysql`] for more information. ==== [[using-databases-pgsql-ex1]] .Using PostgreSQL [example] ==== When a port needs the PostgreSQL server version 9.6 or later add [.programlisting] .... USES= pgsql:9.6+ WANT_PGSQL= server .... See crossref:uses[uses-pgsql,`pgsql`] for more information. ==== [[using-databases-sqlite-ex1]] .Using SQLite 3 [example] ==== [.programlisting] .... USES= sqlite:3 .... See crossref:uses[uses-sqlite,`sqlite`] for more information. ==== [[rc-scripts]] == Starting and Stopping Services (`rc` Scripts) [.filename]#rc.d# scripts are used to start services on system startup, and to give administrators a standard way of stopping, starting and restarting the service. Ports integrate into the system [.filename]#rc.d# framework. Details on its usage can be found in extref:{handbook}[the rc.d Handbook chapter, configtuning-rcd]. Detailed explanation of the available commands is provided in man:rc[8] and man:rc.subr[8]. Finally, there is extref:{rc-scripting}[an article] on practical aspects of [.filename]#rc.d# scripting. With a mythical port called _doorman_, which needs to start a _doormand_ daemon. Add the following to the [.filename]#Makefile#: [.programlisting] .... USE_RC_SUBR= doormand .... Multiple scripts may be listed and will be installed. Scripts must be placed in the [.filename]#files# subdirectory and a `.in` suffix must be added to their filename. Standard `SUB_LIST` expansions will be ran against this file. Use of the `%%PREFIX%%` and `%%LOCALBASE%%` expansions is strongly encouraged as well. More on `SUB_LIST` in crossref:pkg-files[using-sub-files,the relevant section]. As of FreeBSD 6.1-RELEASE, local [.filename]#rc.d# scripts (including those installed by ports) are included in the overall man:rcorder[8] of the base system. An example simple [.filename]#rc.d# script to start the doormand daemon: [.programlisting] .... #!/bin/sh # PROVIDE: doormand # REQUIRE: LOGIN # KEYWORD: shutdown # # Add these lines to /etc/rc.conf.local or /etc/rc.conf # to enable this service: # # doormand_enable (bool): Set to NO by default. # Set it to YES to enable doormand. # doormand_config (path): Set to %%PREFIX%%/etc/doormand/doormand.cf # by default. . /etc/rc.subr name=doormand rcvar=doormand_enable load_rc_config $name : ${doormand_enable:="NO"} : ${doormand_config="%%PREFIX%%/etc/doormand/doormand.cf"} command=%%PREFIX%%/sbin/${name} pidfile=/var/run/${name}.pid command_args="-p $pidfile -f $doormand_config" run_rc_command "$1" .... Unless there is a very good reason to start the service earlier, or it runs as a particular user (other than root), all ports scripts must use: [.programlisting] .... REQUIRE: LOGIN .... If the startup script launches a daemon that must be shutdown, the following will trigger a stop of the service on system shutdown: [.programlisting] .... KEYWORD: shutdown .... If the script is not starting a persistent service this is not necessary. For optional configuration elements the "=" style of default variable assignment is preferable to the ":=" style here, since the former sets a default value only if the variable is unset, and the latter sets one if the variable is unset _or_ null. A user might very well include something like: [.programlisting] .... doormand_flags="" .... in their [.filename]#rc.conf.local#, and a variable substitution using ":=" would inappropriately override the user's intention. The `_enable` variable is not optional, and must use the ":" for the default. [IMPORTANT] ==== Ports _must not_ start and stop their services when installing and deinstalling. Do not abuse the [.filename]#plist# keywords described in crossref:plist[plist-keywords-base-exec, "the @preexec command,@postexec command,@preunexec command,@postunexec command section"] by running commands that modify the currently running system, including starting or stopping services. ==== [[rc-scripts-checklist]] === Pre-Commit Checklist Before contributing a port with an [.filename]#rc.d# script, and more importantly, before committing one, please consult this checklist to be sure that it is ready. The package:devel/rclint[] port can check for most of these, but it is not a substitute for proper review. [.procedure] . If this is a new file, does it have a [.filename]#.sh# extension? If so, that must be changed to just [.filename]#file.in# since [.filename]#rc.d# files may not end with that extension. . Do the name of the file (minus [.filename]#.in#), the `PROVIDE` line, and `$` _name_ all match? The file name matching `PROVIDE` makes debugging easier, especially for man:rcorder[8] issues. Matching the file name and `$`_name_ makes it easier to figure out which variables are relevant in [.filename]#rc.conf[.local]#. It is also a policy for all new scripts, including those in the base system. . Is the `REQUIRE` line set to `LOGIN`? This is mandatory for scripts that run as a non-root user. If it runs as root, is there a good reason for it to run prior to `LOGIN`? If not, it must run after so that local scrips can be loosely grouped to a point in man:rcorder[8] after most everything in the base is already running. . Does the script start a persistent service? If so, it must have `KEYWORD: shutdown`. . Make sure there is no `KEYWORD: FreeBSD` present. This has not been necessary nor desirable for years. It is also an indication that the new script was copy/pasted from an old script, so extra caution must be given to the review. . If the script uses an interpreted language like `perl`, `python`, or `ruby`, make certain that `command_interpreter` is set appropriately, for example, for Perl, by adding `PERL=${PERL}` to `SUB_LIST` and using `%%PERL%%`. Otherwise, + [source,shell] .... # service name stop .... + will probably not work properly. See man:service[8] for more information. . Have all occurrences of [.filename]#/usr/local# been replaced with `%%PREFIX%%`? . Do the default variable assignments come after `load_rc_config`? . Are there default assignments to empty strings? They should be removed, but double-check that the option is documented in the comments at the top of the file. . Are things that are set in variables actually used in the script? . Are options listed in the default _name_`_flags` things that are actually mandatory? If so, they must be in `command_args`. `-d` is a red flag (pardon the pun) here, since it is usually the option to "daemonize" the process, and therefore is actually mandatory. . `_name__flags` must never be included in `command_args` (and vice versa, although that error is less common). . Does the script execute any code unconditionally? This is frowned on. Usually these things must be dealt with through a `start_precmd`. . All boolean tests must use the `checkyesno` function. No hand-rolled tests for `[Yy][Ee][Ss]`, etc. . If there is a loop (for example, waiting for something to start) does it have a counter to terminate the loop? We do not want the boot to be stuck forever if there is an error. . Does the script create files or directories that need specific permissions, for example, a [.filename]#pid# that needs to be owned by the user that runs the process? Rather than the traditional man:touch[1]/man:chown[8]/man:chmod[1] routine, consider using man:install[1] with the proper command line arguments to do the whole procedure with one step. [[users-and-groups]] == Adding Users and Groups Some ports require a particular user account to be present, usually for daemons that run as that user. For these ports, choose a _unique_ UID from 50 to 999 and register it in [.filename]#ports/UIDs# (for users) and [.filename]#ports/GIDs# (for groups). The unique identification should be the same for users and groups. Please include a patch against these two files when requiring a new user or group to be created for the port. Then use `USERS` and `GROUPS` in [.filename]#Makefile#, and the user will be automatically created when installing the port. [.programlisting] .... USERS= pulse GROUPS= pulse pulse-access pulse-rt .... The current list of reserved UIDs and GIDs can be found in [.filename]#ports/UIDs# and [.filename]#ports/GIDs#. [[requiring-kernel-sources]] == Ports That Rely on Kernel Sources Some ports (such as kernel loadable modules) need the kernel source files so that the port can compile. Here is the correct way to determine if the user has them installed: [.programlisting] .... USES= kmod .... Apart from this check, the `kmod` feature takes care of most items that these ports need to take into account. [[go-libs]] == Go Libraries Ports must not package or install Go libs or source code. Go ports must fetch the required deps at the normal fetch time and should only install the programs and things users need, not the things Go developers would need. Ports should (in order of preference): * Use vendored dependencies included with the package source. * Fetch the versions of deps specified by upstream (in the case of go.mod, vendor.json or similar). * As a last resort (deps are not included nor versions specified exactly) fetch versions of dependencies available at the time of upstream development/release. [[haskell-libs]] == Haskell Libraries Just like in case of Go language, Ports must not package or install Haskell libraries. Haskell ports must link statically to their dependencies and fetch all distribution files on fetch stage. [[shell-completion]] == Shell Completion Files Many modern shells (including bash, fish, tcsh and zsh) support parameter and/or option tab-completion. This support usually comes from completion files, which contain the definitions for how tab completion will work for a certain command. Ports sometimes ship with their own completion files, or porters may have created them themselves. When available, completion files should always be installed. It is not necessary to make an option for it. If an option is used, though, always enable it in `OPTIONS_DEFAULT`. [[shell-completion-paths]] .Full shell completion file names [cols="1,1,1", frame="none"] |=== |`bash` |[.filename]#${PREFIX}/etc/bash_completion.d# or [.filename]#${PREFIX}/share/bash-completion/completions# |(any unique file names in one of these folders) |`fish` |[.filename]#${PREFIX}/share/fish/completions/${PORTNAME}.fish# | |`zsh` |[.filename]#${PREFIX}/share/zsh/site-functions/_${PORTNAME}# | |=== Do not register any dependencies on the shells themselves. diff --git a/documentation/content/en/books/porters-handbook/upgrading/_index.adoc b/documentation/content/en/books/porters-handbook/upgrading/_index.adoc index 394d8f333f..5d061414c6 100644 --- a/documentation/content/en/books/porters-handbook/upgrading/_index.adoc +++ b/documentation/content/en/books/porters-handbook/upgrading/_index.adoc @@ -1,292 +1,292 @@ --- title: Chapter 11. Upgrading a Port prev: books/porters-handbook/testing next: books/porters-handbook/security description: Upgrading a FreeBSD Port tags: ["upgrading", "port", "git"] showBookMenu: true weight: 11 path: "/books/porters-handbook/upgrading/" --- [[port-upgrading]] = Upgrading a Port :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 11 :partnums: :source-highlighter: rouge :experimental: :images-path: books/porters-handbook/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] When a port is not the most recent version available from the authors, update the local working copy of [.filename]#/usr/ports#. The port might have already been updated to the new version. When working with more than a few ports, it will probably be easier to use Git to keep the whole ports collection up-to-date, as described in extref:{handbook}ports[Using the Ports Collection, ports-using]. This will have the added benefit of tracking all the port's dependencies. The next step is to see if there is an update already pending. To do this, there are two options. There is a searchable interface to the https://bugs.freebsd.org/search/[FreeBSD Problem Report (PR) or bug database]. Select `Ports & Packages` in the `Product` multiple select menu, and enter the name of the port in the `Summary` field. If there is no pending PR, the next step is to send an email to the port's maintainer, as shown by `make maintainer`. 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), and there is no need to duplicate their work. Note that unmaintained ports are listed with a maintainer of `ports@FreeBSD.org`, which is just the general ports mailing list, so sending mail there probably will not help in this case. If the maintainer asks you to do the upgrade or there is no maintainer, then help out FreeBSD by preparing the update! Please do this by using the man:diff[1] command in the base system. To create a suitable `diff` for a single patch, copy the file that needs patching to [.filename]#something.orig#, save the changes to [.filename]#something# and then create the patch: [source,shell] .... % diff -u something.orig something > something.diff .... -Otherwise, either use the `git diff` method (crossref:upgrading[git-diff]) or copy the contents of the port to an entire different directory and use the result of the recursive man:diff[1] output of the new and old ports directories (for example, if the modified port directory is called [.filename]#superedit# and the original is in our tree as [.filename]#superedit.bak#, then save the result of `diff -ruN superedit.bak superedit`). +Otherwise, either use the `git diff` method (crossref:upgrading[git-diff, Using Git to Make Patches]) or copy the contents of the port to an entire different directory and use the result of the recursive man:diff[1] output of the new and old ports directories (for example, if the modified port directory is called [.filename]#superedit# and the original is in our tree as [.filename]#superedit.bak#, then save the result of `diff -ruN superedit.bak superedit`). Either unified or context diff is fine, but port committers generally prefer unified diffs. Note the use of the `-N` option-this is the accepted way to force diff to properly deal with the case of new files being added or old files being deleted. Before sending us the diff, please examine the output to make sure all the changes make sense. (In particular, make sure to first clean out the work directories with `make clean`). [NOTE] ==== If some files have been added, copied, moved, or removed, add this information to the problem report so that the committer picking up the patch will know what man:git[1] commands to run. ==== To simplify common operations with patch files, use `make makepatch` as described in crossref:slow-porting[slow-patch,Patching]. Other tools exists, like [.filename]#/usr/ports/Tools/scripts/patchtool.py#. Before using it, please read [.filename]#/usr/ports/Tools/scripts/README.patchtool#. If the port is unmaintained, and you are actively using it, please consider volunteering to become its maintainer. FreeBSD has over 4000 ports without maintainers, and this is an area where more volunteers are always needed. (For a detailed description of the responsibilities of maintainers, refer to the section in the extref:{developers-handbook}[Developer's Handbook, POLICIES-MAINTAINER].) To submit the diff, use the https://bugs.freebsd.org/submit/[bug submit form] (product `Ports & Packages`, component `Individual Port(s)`). Always include the category with the port name, followed by colon, and brief description of the issue. Examples: `_category/portname_: _add FOO option_`; `_category/portname_: _Update to X.Y_`. Please mention any added or deleted files in the message, as they have to be explicitly specified to man:git[1] when doing a commit. Do not compress or encode the diff. Before submitting the bug, review the extref:{problem-reports}[Writing the problem report, pr-writing] section in the Problem Reports article. It contains far more information about how to write useful problem reports. [IMPORTANT] ==== If the upgrade is motivated by security concerns or a serious fault in the currently committed port, please notify the {portmgr} to request immediate rebuilding and redistribution of the port's package. Unsuspecting users of `pkg` will otherwise continue to install the old version via `pkg install` for several weeks. ==== [NOTE] ==== Please use man:diff[1] or `git diff` to create updates to existing ports. Other formats include the whole file and make it impossible to see just what has changed. When diffs are not included, the entire update might be ignored. ==== Now that all of that is done, read about how to keep up-to-date in crossref:keeping-up[keeping-up,Keeping Up]. [[git-diff]] == Using Git to Make Patches When possible, please submit a man:git[1] patch or diff. They are easier to handle than diffs between "new and old" directories. It is easier to see what has changed, and to update the diff if something was modified in the Ports Collection since the work on it began, or if the committer asks for something to be fixed. Also, a patch generated with man:git-format-patch[1] or man:git-diff[1] can be easily applied with man:git-am[1] or man:git-apply[1] and will save some time for the committer. Finally, the git patch generated by man:git-format-patch[1] includes your author information and commit messages. These will be recorded in the log of the repository and this is the recommended way to submit your changes. [source,shell] .... % git clone https://git.FreeBSD.org/ports.git ~/my_wrkdir <.> <.> % cd ~/my_wrkdir .... <.> This can be anywhere, of course. Building ports is not limited to within [.filename]#/usr/ports/#. <.> https://git.FreeBSD.org/[git.FreeBSD.org] is the FreeBSD public Git server. See extref:{handbook}mirrors[FreeBSD Git Repository URL Table, git-url-table] for more information. While in the port directory, make any changes that are needed. If adding, moving, or removing a file, use `git` to track these changes: [source,shell] .... % git add new_file % git mv old_name new_name % git rm deleted_file .... Make sure to check the port using the checklist in crossref:quick-porting[porting-testing,Testing the Port] and crossref:quick-porting[porting-portlint,Checking the Port with `portlint`]. Also, update the checksum reference in distinfo with `make makesum`. Before making the patch, fetch the latest repository and rebase the changes on top of it. Watch and follow the output carefully. If any of the files failed to rebase, it means that the upstream files changed while you were editing the same file, and the conflicts need to be resolved manually. [source,shell] .... % git fetch origin main % git rebase origin/main .... Check the changes staged for the patch: [source,shell] .... % git status % git diff --staged .... The last step is to make an unified diff or patch of the changes: To generate a patch with man:git-format-patch[1]: [source,shell] .... % git checkout -b my_branch % git commit % git format-patch main .... This will generate a patch named like `0001-foo.patch`. This is the preferred way as it would include author identity, and it is also easier when you are making a series of changes that are not meant to be squashed together. Alternatively, to generate an unified diff with man:git-diff[1]: [source,shell] .... % git diff --staged > ../`make -VPKGNAME`.diff .... This will generate a diff named like `foo-1.2.3.diff`. Where `foo` is replaced with the first line of the commit message, i.e., the subject of the commit message. After patch has been created, you can switch to the main branch for starting other developments. [source,shell] .... % git checkout main .... Once the patch is accepted and merged, you can delete the local development branch if you want: [source,shell] .... % git branch -D my_branch .... [NOTE] ==== If files have been added, moved, or removed, include the man:git[1] `add`, `mv`, and `rm` commands that were used. `git mv` must be run before the patch can be applied. `git add` or `git rm` must be run after the patch is applied. ==== Send the patch following the extref:{problem-reports}[problem report submission guidelines, pr-writing]. [[moved-and-updating-files]] == UPDATING and MOVED [[moved-and-updating-updating]] === /usr/ports/UPDATING If upgrading the port requires special steps like changing configuration files or running a specific program, it must be documented in this file. The format of an entry in this file is: [.programlisting] .... YYYYMMDD: AFFECTS: users of portcategory/portname AUTHOR: Your name Special instructions .... [TIP] ==== When including exact portmaster, portupgrade, and/or pkg instructions, please make sure to get the shell escaping right. For example, do _not_ use: [source,shell] .... # pkg delete -g -f docbook-xml* docbook-sk* docbook[2345]??-* docbook-4* .... As shown, the command will only work with bourne shells. Instead, use the form shown below, which will work with both bourne shell and c-shell: [source,shell] .... # pkg delete -g -f docbook-xml\* docbook-sk\* docbook\[2345\]\?\?-\* docbook-4\* .... ==== [NOTE] ==== It is recommended that the AFFECTS line contains a glob matching all the ports affected by the entry so that automated tools can parse it as easily as possible. If an update concerns all the existing BIND 9 versions the `AFFECTS` content must be `users of dns/bind9*`, it must _not_ be `users of BIND 9` ==== [[moved-and-updating-moved]] === /usr/ports/MOVED This file is used to list moved or removed ports. Each line in the file is made up of the name of the port, where the port was moved, when, and why. If the port was removed, the section detailing where it was moved can be left blank. Each section must be separated by the `|` (pipe) character, like so: [.programlisting] .... old name|new name (blank for deleted)|date of move|reason .... The date must be entered in the form `YYYY-MM-DD`. New entries are added to the end of the list to keep it in chronological order, with the oldest entry at the top of the list. If a port was removed but has since been restored, delete the line in this file that states that it was removed. If a port was renamed and then renamed back to its original name, add a new one with the intermediate name to the old name, and remove the old entry as to not create a loop. [NOTE] ==== Any changes must be validated with `Tools/scripts/MOVEDlint.awk`. If using a ports directory other than [.filename]#/usr/ports#, use: [source,shell] .... % cd /home/user/ports % env PORTSDIR=$PWD Tools/scripts/MOVEDlint.awk .... ==== diff --git a/documentation/content/en/books/porters-handbook/uses/_index.adoc b/documentation/content/en/books/porters-handbook/uses/_index.adoc index d2005f5ba8..6c5dc918ea 100644 --- a/documentation/content/en/books/porters-handbook/uses/_index.adoc +++ b/documentation/content/en/books/porters-handbook/uses/_index.adoc @@ -1,2414 +1,2415 @@ --- title: Chapter 17. Using USES Macros prev: books/porters-handbook/keeping-up next: books/porters-handbook/versions description: USES macros make it easy to declare requirements and settings for a FreeBSD Port tags: ["uses", "macros", "introduction", "guide"] showBookMenu: true weight: 17 path: "/books/porters-handbook/uses/" --- [[uses]] = Using `USES` Macros :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 17 :partnums: :source-highlighter: rouge :experimental: :images-path: books/porters-handbook/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[uses-intro]] == An Introduction to `USES` `USES` macros make it easy to declare requirements and settings for a port. They can add dependencies, change building behavior, add metadata to packages, and so on, all by selecting simple, preset values. Each section in this chapter describes a possible value for `USES`, along with its possible arguments. Arguments are appended to the value after a colon (`:`). Multiple arguments are separated by commas (`,`). [[uses-intro-ex1]] .Using Multiple Values [example] ==== [.programlisting] .... USES= bison perl .... ==== [[uses-intro-ex2]] .Adding an Argument [example] ==== [.programlisting] .... USES= tar:xz .... ==== [[uses-intro-ex3]] .Adding Multiple Arguments [example] ==== [.programlisting] .... USES= drupal:7,theme .... ==== [[uses-intro-ex4]] .Mixing it All Together [example] ==== [.programlisting] .... USES= pgsql:9.3+ cpe python:2.7,build .... ==== [[uses-7z]] == `7z` Possible arguments: (none), `p7zip`, `partial` Extract using man:7z[1] instead of man:bsdtar[1] and sets `EXTRACT_SUFX=.7z`. The `p7zip` option forces a dependency on the `7z` from package:archivers/p7zip[] if the one from the base system is not able to extract the files. `EXTRACT_SUFX` is not changed if the `partial` option is used, this can be used if the main distribution file does not have a [.filename]#.7z# extension. [[uses-ada]] == `ada` Possible arguments: (none), `6`, `12`, `(run)` Depends on an Ada-capable compiler, and sets `CC` accordingly. Defaults to use `gcc6-aux` from ports. [[uses-autoreconf]] == `autoreconf` Possible arguments: (none), `build` Runs `autoreconf`. It encapsulates the `aclocal`, `autoconf`, `autoheader`, `automake`, `autopoint`, and `libtoolize` commands. Each command applies to [.filename]#${AUTORECONF_WRKSRC}/configure.ac# or its old name, [.filename]#${AUTORECONF_WRKSRC}/configure.in#. If [.filename]#configure.ac# defines subdirectories with their own [.filename]#configure.ac# using `AC_CONFIG_SUBDIRS`, `autoreconf` will recursively update those as well. The `:build` argument only adds build time dependencies on those tools but does not run `autoreconf`. A port can set `AUTORECONF_WRKSRC` if `WRKSRC` does not contain the path to [.filename]#configure.ac#. [[uses-blaslapack]] == `blaslapack` Possible arguments: (none), `atlas`, `netlib` (default), `gotoblas`, `openblas` Adds dependencies on Blas / Lapack libraries. [[uses-bdb]] == `bdb` Possible arguments: (none), `48`, `5` (default), `6` Add dependency on the Berkeley DB library. Default to package:databases/db5[]. It can also depend on package:databases/db48[] when using the `:48` argument or package:databases/db6[] with `:6`. It is possible to declare a range of acceptable values, `:48+` finds the highest installed version, and falls back to 4.8 if nothing else is installed. `INVALID_BDB_VER` can be used to specify versions which do not work with this port. The framework exposes the following variables to the port: `BDB_LIB_NAME`:: The name of the Berkeley DB library. For example, when using package:databases/db5[], it contains `db-5.3`. `BDB_LIB_CXX_NAME`:: The name of the Berkeley DBC++ library. For example, when using package:databases/db5[], it contains `db_cxx-5.3`. `BDB_INCLUDE_DIR`:: The location of the Berkeley DB include directory. For example, when using package:databases/db5[], it will contain `${LOCALBASE}/include/db5`. `BDB_LIB_DIR`:: The location of the Berkeley DB library directory. For example, when using package:databases/db5[], it contains `${LOCALBASE}/lib`. `BDB_VER`:: The detected Berkeley DB version. For example, if using `USES=bdb:48+` and Berkeley DB 5 is installed, it contains `5`. [IMPORTANT] ==== package:databases/db48[] is deprecated and unsupported. It must not be used by any port. ==== [[uses-bison]] == `bison` Possible arguments: (none), `build`, `run`, `both` Uses package:devel/bison[] By default, with no arguments or with the `build` argument, it implies `bison` is a build-time dependency, `run` implies a run-time dependency, and `both` implies both run-time and build-time dependencies. [[uses-budgie]] == `budgie` Possible arguments: (none) Provide support for the Budgie desktop environment. Use `USE_BUDGIE` to select the components needed for the port. See crossref:special[using-budgie,Using Budgie] for more information. [[uses-cabal]] == `cabal` [IMPORTANT] ==== Ports should not be created for Haskell libraries, see crossref:special[haskell-libs,Haskell Libraries] for more information. ==== Possible arguments: (none), `hpack`, `nodefault` Sets default values and targets used to build Haskell software using Cabal. A build dependency on the Haskell compiler port (package:lang/ghc[]) is added. If there is some other version of GHC already listed in the `BUILD_DEPENDS` variable (for example, package:lang/ghc810[]), it would be used instead. If the `hpack` argument is given, a build dependency on package:devel/hs-hpack[] is added and `hpack` is invoked at configuration step to generate .cabal file. If the `nodefault` argument is given, the framework will not try to pull the main distribution file from the Hackage. This argument is implicitly added if `USE_GITHUB` or `USE_GITLAB` is present. The framework provides the following variables: `CABAL_REVISION`:: Haskell packages hosted on Hackage may have revisions. Set this knob to an integer number to pull in revised package description. `USE_CABAL`:: If the software uses Haskell dependencies, list them in this variable. Each item should be present on Hackage and be listed in form `packagename-_0.1.2_`. Dependencies can have revisions too, which are specified after the `_` symbol. Automatic generation of the dependency list is supported, see crossref:special[using-cabal,Building Haskell Applications with `cabal`]. `CABAL_FLAGS`:: List of flags to be passed to `cabal-install` during the configuring and building stage. The flags are passed verbatim. This variable is usually used to enable or disable flags that are declared in the .cabal file. Pass `foo` to enable the `foo` flag and `-foo` to disable it. `CABAL_EXECUTABLES`:: List of executable files installed by the port. Default value: `${PORTNAME}`. Consult the .cabal file of the project being ported to get a list of possible values for this variable. Each value corresponds to an `executable` stanza in the .cabal file. Items from this list are automatically added to pkg-plist. `SKIP_CABAL_PLIST`:: If defined, do not add items from `${CABAL_EXECUTABLES}` to pkg-plist. `opt_USE_CABAL`:: Adds items to `${USE_CABAL}` depending on `opt` option. `opt_CABAL_EXECUTABLES`:: Adds items to `${CABAL_EXECUTABLES}` depending on `opt` option. `opt_CABAL_FLAGS`:: If `opt` is enabled, append the value to `${CABAL_FLAGS}`. Otherwise, append `-value` to disable the flag. Note that this behavior is slightly different from the plain `CABAL_FLAGS` as it does not accept values starting with `-`. `CABAL_WRAPPER_SCRIPTS`:: A subset of `${CABAL_EXECUTABLES}` containing Haskell programs to be wrapped into a shell script that sets `*_datadir` environment variables before running the program. This also causes the actual Haskell binary to be installed under `libexec/cabal/` directory. This knob is needed for Haskell programs that install their data files under `share/` directory. `FOO_DATADIR_VARS`:: List of extra Haskell packages, whose data files should be accessible by the executable named `FOO`. The executable should be a part of `${CABAL_WRAPPER_SCRIPTS}`. Haskell packages listed there should not have a version suffix. `CABAL_PROJECT`:: Some Haskell projects may already have a `cabal.project` file, which is also generated by the ports framework. If that is the case, use this variable to specify what to do with the original `cabal.project`. Setting this variable to `remove` will cause the original file to be removed. Setting this variable to `append` will: . Move the original file to `cabal.project.${PORTNAME}` during the `extract` stage. . Concatenate the original `cabal.project.${PORTNAME}` and the generated `cabal.project` into a single file after the `patch` stage. Using `append` makes it possible to perform patching on the original file before it gets merged. [[uses-cargo]] == `cargo` Possible arguments: (none) Uses Cargo for configuring, building, and testing. It can be used to port Rust applications that use the Cargo build system. For more information see crossref:special[using-cargo,Building Rust Applications with `cargo`]. [[uses-charsetfix]] == `charsetfix` Possible arguments: (none) Prevents the port from installing [.filename]#charset.alias#. This must be installed only by package:converters/libiconv[]. `CHARSETFIX_MAKEFILEIN` can be set to a path relative to `WRKSRC` if [.filename]#charset.alias# is not installed by [.filename]#${WRKSRC}/Makefile.in#. [[uses-cmake]] == `cmake` Possible arguments: (none), `insource`, `noninja`, `run`, `testing` Use CMake for configuring the port and generating a build system. By default an out-of-source build is performed, leaving the sources in `WRKSRC` free from build artifacts. With the `insource` argument, an in-source build will be performed instead. This argument should be an exception, used only when a regular out-of-source build does not work. By default Ninja (package:devel/ninja[]) is used for the build. In some cases this does not work correctly. With the `noninja` argument, the build will use regular `make` for builds. This argument should only be used if a Ninja-based build does not work. With the `run` argument, a run dependency is registered in addition to a build dependency. With the `testing` argument, a test-target is added that uses CTest. When running tests the port will be re-configured for testing and re-built. For more information see crossref:special[using-cmake,Using `cmake`]. [[uses-compiler]] == `compiler` Possible arguments: (none), `env` (default, implicit), `{cpp}17-lang`, `{cpp}14-lang`, `{cpp}11-lang`, `gcc-{cpp}11-lib`, `{cpp}11-lib`, `{cpp}0x`, `c11`, `nestedfct`, `features` Determines which compiler to use based on any given wishes. Use `{cpp}17-lang` if the port needs a {cpp}17-capable compiler, `{cpp}14-lang` if the port needs a {cpp}14-capable compiler, `{cpp}11-lang` if the port needs a {cpp}11-capable compiler, `gcc-{cpp}11-lib` if the port needs the `g++` compiler with a {cpp}11 library, or `{cpp}11-lib` if the port needs a {cpp}11-ready standard library. If the port needs a compiler understanding {cpp}0X, C11 or nested functions, the corresponding parameters should be used. Use `features` to request a list of features supported by the default compiler. After including [.filename]#bsd.port.pre.mk# the port can inspect the results using these variables: * `COMPILER_TYPE`: the default compiler on the system, either gcc or clang * `ALT_COMPILER_TYPE`: the alternative compiler on the system, either gcc or clang. Only set if two compilers are present in the base system. * `COMPILER_VERSION`: the first two digits of the version of the default compiler. * `ALT_COMPILER_VERSION`: the first two digits of the version of the alternative compiler, if present. * `CHOSEN_COMPILER_TYPE`: the chosen compiler, either gcc or clang * `COMPILER_FEATURES`: the features supported by the default compiler. It currently lists the {cpp} library. [[uses-cpe]] == `cpe` Possible arguments: (none) Include Common Platform Enumeration (CPE) information in package manifest as a CPE 2.3 formatted string. See the https://scap.nist.gov/specifications/cpe/[CPE specification] for details. To add CPE information to a port, follow these steps: [.procedure] . Search for the official CPE entry for the software product either by using the NVD's https://web.nvd.nist.gov/view/cpe/search[CPE search engine] or in the https://nvd.nist.gov/feeds/xml/cpe/dictionary/official-cpe-dictionary_v2.3.xml.gz[official CPE dictionary] (warning, very large XML file). _Do not ever make up CPE data._ . Add `cpe` to `USES` and compare the result of `make -V CPE_STR` to the CPE dictionary entry. Continue one step at a time until `make -V CPE_STR` is correct. . If the product name (second field, defaults to `PORTNAME`) is incorrect, define `CPE_PRODUCT`. . If the vendor name (first field, defaults to `CPE_PRODUCT`) is incorrect, define `CPE_VENDOR`. . If the version field (third field, defaults to `PORTVERSION`) is incorrect, define `CPE_VERSION`. . If the update field (fourth field, defaults to empty) is incorrect, define `CPE_UPDATE`. . If it is still not correct, check [.filename]#Mk/Uses/cpe.mk# for additional details, or contact the {ports-secteam}. . Derive as much as possible of the CPE name from existing variables such as `PORTNAME` and `PORTVERSION`. Use variable modifiers to extract the relevant portions from these variables rather than hardcoding the name. . _Always_ run `make -V CPE_STR` and check the output before committing anything that changes `PORTNAME` or `PORTVERSION` or any other variable which is used to derive `CPE_STR`. [[uses-cran]] == `cran` Possible arguments: (none), `auto-plist`, `compiles` Uses the Comprehensive R Archive Network. Specify `auto-plist` to automatically generate [.filename]#pkg-plist#. Specify `compiles` if the port has code that need to be compiled. [[uses-desktop-file-utils]] == `desktop-file-utils` Possible arguments: (none) Uses update-desktop-database from package:devel/desktop-file-utils[]. An extra post-install step will be run without interfering with any post-install steps already in the port [.filename]#Makefile#. A line with crossref:plist[plist-keywords-desktop-file-utils,`@desktop-file-utils`] will be added to the plist. Only use this macro if the port provides a `.desktop` file which contains a `MimeType` entry. [[uses-desthack]] == `desthack` Possible arguments: (none) Changes the behavior of GNU configure to properly support `DESTDIR` in case the original software does not. [[uses-display]] == `display` Possible arguments: (none), _ARGS_ Set up a virtual display environment. If the environment variable `DISPLAY` is not set, then Xvfb is added as a build dependency, and `CONFIGURE_ENV` is extended with the port number of the currently running instance of Xvfb. The _ARGS_ parameter defaults to `install` and controls the phase around which to start and stop the virtual display. [[uses-dos2unix]] == `dos2unix` Possible arguments: (none) The port has files with line endings in DOS format which need to be converted. Several variables can be set to control which files will be converted. The default is to convert _all_ files, including binaries. See crossref:slow-porting[slow-patch-automatic-replacements,Simple Automatic Replacements] for examples. * `DOS2UNIX_REGEX`: match file names based on a regular expression. * `DOS2UNIX_FILES`: match literal file names. * `DOS2UNIX_GLOB`: match file names based on a glob pattern. * `DOS2UNIX_WRKSRC`: the directory from which to start the conversions. Defaults to `${WRKSRC}`. [[uses-drupal]] == `drupal` Possible arguments: `7`, `module`, `theme` Automate installation of a port that is a Drupal theme or module. Use with the version of Drupal that the port is expecting. For example, `USES=drupal:7,module` says that this port creates a Drupal 7 module. A Drupal 7 theme can be specified with `USES=drupal:7,theme`. [[uses-ebur128]] == `ebur128` Possible arguments: (none), `build`, `lib`, `run`, `test` Adds a dependency on package:audio/ebur128[]. It allows to transparently depend on the `rust` or `legacy` variants by using `DEFAULT_VERSIONS` in [.filename]#make.conf#. For instance, to use the legacy version, use `DEFAULT_VERSIONS+=ebur128=legacy` When no arguments are used, the behavior is the same as if the `lib` argument was provided. The rest of the arguments provide the corresponding category of dependency. [[uses-eigen]] == `eigen` Possible arguments: 2, 3, build (default), run Add dependency on package:math/eigen[]. [[uses-elfctl]] == `elfctl` Possible arguments: (none) Change an ELF binary's feature control note by setting ELF_FEATURES. [[uses-elfct-ex1]] .Uses=elfctl [example] ==== [.programlisting] .... USES= elfctl ELF_FEATURES= featurelist:path/to/file1 \ featurelist:path/to/file1 \ featurelist:path/to/file2 .... ==== The format of `featurelist` is described in man:elfctl[1]. The file paths are relative to ${BUILD_WRKSRC}. [[uses-erlang]] == `erlang` Possible arguments: (none), `enc`, `rebar`, `rebar3` Adds a build and run time dependency on package:lang/erlang[]. Depending on the argument, it adds additional build dependencies. `enc` adds a dependency on package:devel/erlang-native-compiler[], `rebar` adds a dependency on package:devel/rebar[] and `rebar3` adds a dependency on package:devel/rebar3[]. In addition, the following variables are available to the port: * `ERL_APP_NAME`: Erlang app name as installed in Erlang's lib dir (minus version) * `ERL_APP_ROOT`: Root directory for this Erlang app * `REBAR_CMD`: Path to the "rebar" command * `REBAR3_CMD`: Path to the "rebar3" command * `REBAR_PROFILE`: Rebar profile * `REBAR_TARGETS`: Rebar target list (usually compile, maybe escriptize) * `ERL_BUILD_NAME`: Build name for rebar3 * `ERL_BUILD_DEPS`: List of BUILD_DEPENDS in category/portname format * `ERL_RUN_DEPS`: List of RUN_DEPENDS in category/portname format * `ERL_DOCS`: List of documentation files and directories [[uses-fakeroot]] == `fakeroot` Possible arguments: (none) Changes some default behavior of build systems to allow installing as a user. See https://wiki.debian.org/FakeRoot[] for more information on `fakeroot`. [[uses-fam]] == `fam` Possible arguments: (none), `fam`, `gamin` Uses a File Alteration Monitor as a library dependency, either package:devel/fam[] or package:devel/gamin[]. End users can set WITH_FAM_SYSTEM to specify their preference. [[uses-firebird]] == `firebird` Possible arguments: (none), `25` Add a dependency to the client library of the Firebird database. [[uses-fonts]] == `fonts` Possible arguments: (none), `fc`, `fontsdir` (default), `none` Adds a runtime dependency on tools needed to register fonts. -Depending on the argument, add a `crossref:plist[plist-keywords-fc,@fc] ${FONTSDIR}` line, `crossref:plist[plist-keywords-fontsdir,@fontsdir] ${FONTSDIR}` line, or no line if the argument is `none`, to the plist. +Depending on the argument, add a `crossref:plist[plist-keywords-fc,`@fc`] +${FONTSDIR}` line, `crossref:plist[plist-keywords-fontsdir,`@fontsdir`] ${FONTSDIR}` line, or no line if the argument is `none`, to the plist. `FONTSDIR` defaults to [.filename]#${PREFIX}/share/fonts/${FONTNAME}# and `FONTNAME` to `${PORTNAME}`. Add `FONTSDIR` to `PLIST_SUB` and `SUB_LIST` [[uses-fortran]] == `fortran` Possible arguments: `gcc` (default) Uses the GNU Fortran compiler. [[uses-fuse]] == `fuse` Possible arguments: `2` (default), `3` The port will depend on the FUSE library and handle the dependency on the kernel module depending on the version of FreeBSD. [[uses-gem]] == `gem` Possible arguments: (none), `noautoplist` Handle building with RubyGems. If `noautoplist` is used, the packing list is not generated automatically. This implies `USES=ruby`. [[uses-gettext]] == `gettext` Possible arguments: (none) Deprecated. Will include both crossref:uses[uses-gettext-runtime,`gettext-runtime`] and crossref:uses[uses-gettext-tools,`gettext-tools`]. [[uses-gettext-runtime]] == `gettext-runtime` Possible arguments: (none), `lib` (default), `build`, `run` Uses package:devel/gettext-runtime[]. By default, with no arguments or with the `lib` argument, implies a library dependency on [.filename]#libintl.so#. `build` and `run` implies, respectively a build-time and a run-time dependency on [.filename]#gettext#. [[uses-gettext-tools]] == `gettext-tools` Possible arguments: (none), `build` (default), `run` Uses package:devel/gettext-tools[]. By default, with no argument, or with the `build` argument, a build time dependency on [.filename]#msgfmt# is registered. With the `run` argument, a run-time dependency is registered. [[uses-ghostscript]] == `ghostscript` Possible arguments: _X_, `build`, `run`, `nox11` A specific version _X_ can be used. Possible versions are `7`, `8`, `9`, and `agpl` (default). `nox11` indicates that the `-nox11` version of the port is required. `build` and `run` add build- and run-time dependencies on Ghostscript. The default is both build- and run-time dependencies. [[uses-gl]] == `gl` Possible arguments: (none) Provides an easy way to depend on GL components. The components should be listed in `USE_GL`. The available components are: `egl`:: add a library dependency on [.filename]#libEGL.so# from package:graphics/libglvnd[] `gbm`:: Add a library dependency on [.filename]#libgbm.so# from package:graphics/mesa-libs[] `gl`:: Add a library dependency on [.filename]#libGL.so# from package:graphics/libglvnd[] `glesv2`:: Add a library dependency on [.filename]#libGLESv2.so# from package:graphics/libglvnd[] `glew`:: Add a library dependency on [.filename]#libGLEW.so# from package:graphics/glew[] `glu`:: Add a library dependency on [.filename]#libGLU.so# from package:graphics/libGLU[] `glut`:: Add a library dependency on [.filename]#libglut.so# from package:graphics/freeglut[] `opengl`:: Add a library dependency on [.filename]#libOpenGL.so# from package:graphics/libglvnd[] [[uses-gmake]] == `gmake` Possible arguments: (none) Uses package:devel/gmake[] as a build-time dependency and sets up the environment to use `gmake` as the default `make` for the build. [[uses-gnome]] == `gnome` Possible arguments: (none) Provides an easy way to depend on GNOME components. The components should be listed in `USE_GNOME`. The available components are: * `atk` * `atkmm` * `cairo` * `cairomm` * `dconf` * `esound` * `evolutiondataserver3` * `gconf2` * `gconfmm26` * `gdkpixbuf` * `gdkpixbuf2` * `glib12` * `glib20` * `glibmm` * `gnomecontrolcenter3` * `gnomedesktop3` * `gnomedocutils` * `gnomemenus3` * `gnomemimedata` * `gnomeprefix` * `gnomesharp20` * `gnomevfs2` * `gsound` * `gtk-update-icon-cache` * `gtk12` * `gtk20` * `gtk30` * `gtkhtml3` * `gtkhtml4` * `gtkmm20` * `gtkmm24` * `gtkmm30` * `gtksharp20` * `gtksourceview` * `gtksourceview2` * `gtksourceview3` * `gtksourceviewmm3` * `gvfs` * `intlhack` * `intltool` * `introspection` * `libartlgpl2` * `libbonobo` * `libbonoboui` * `libgda5` * `libgda5-ui` * `libgdamm5` * `libglade2` * `libgnome` * `libgnomecanvas` * `libgnomekbd` * `libgnomeprint` * `libgnomeprintui` * `libgnomeui` * `libgsf` * `libgtkhtml` * `libgtksourceviewmm` * `libidl` * `librsvg2` * `libsigc++12` * `libsigc++20` * `libwnck` * `libwnck3` * `libxml++26` * `libxml2` * `libxslt` * `metacity` * `nautilus3` * `orbit2` * `pango` * `pangomm` * `pangox-compat` * `py3gobject3` * `pygnome2` * `pygobject` * `pygobject3` * `pygtk2` * `pygtksourceview` * `referencehack` * `vte` * `vte3` The default dependency is build- and run-time, it can be changed with `:build` or `:run`. For example: [.programlisting] .... USES= gnome USE_GNOME= gnomemenus3:build intlhack .... See crossref:special[using-gnome,Using GNOME] for more information. [[uses-go]] == `go` [IMPORTANT] ==== Ports should not be created for Go libs, see crossref:special[go-libs,Go Libraries] for more information. ==== Possible arguments: (none), `N.NN`, `N.NN-devel`, `modules`, `no_targets`, `run` Sets default values and targets used to build Go software. A build dependency on the Go compiler port is added, port maintainers can set version required. By default the build is performed in GOPATH mode. If Go software uses modules, the modules-aware mode can be switched on with `modules` argument. `no_targets` will setup build environment like `GO_ENV`, `GO_BUILDFLAGS` but skip creating extract and build targets. `run` will also add a run dependency on the Go compiler port. The build process is controlled by several variables: `GO_MODULE`:: The name of the application module as specified by the `module` directive in `go.mod`. In most cases, this is the only required variable for ports that use Go modules. `GO_PKGNAME`:: The name of the Go package when building in GOPATH mode. This is the directory that will be created in `${GOPATH}/src`. If not set explicitly and `GH_SUBDIR` or `GL_SUBDIR` is present, `GO_PKGNAME` will be inferred from it. It is not needed when building in modules-aware mode. `GO_TARGET`:: The packages to build. The default value is `${GO_PKGNAME}`. `GO_TARGET` can also be a tuple in the form `package:path` where path can be either a simple filename or a full path starting with `${PREFIX}`. `GO_TESTTARGET`:: The packages to test. The default value is `./...` (the current package and all subpackages). `CGO_CFLAGS`:: Additional `CFLAGS` values to be passed to the C compiler by `go`. `CGO_LDFLAGS`:: Additional `LDFLAGS` values to be passed to the C compiler by `go`. `GO_BUILDFLAGS`:: Additional build arguments to be passed to `go build`. `GO_TESTFLAGS`:: Additional build arguments to be passed to `go test`. See crossref:special[using-go,Building Go Applications] for usage examples. [[uses-gperf]] == `gperf` Possible arguments: (none) Add a buildtime dependency on package:devel/gperf[] if `gperf` is not present in the base system. [[uses-grantlee]] == `grantlee` Possible arguments: `5`, `selfbuild` Handle dependency on Grantlee. Specify `5` to depend on the Qt5 based version, package:devel/grantlee5[]. `selfbuild` is used internally by package:devel/grantlee5[] to get their versions numbers. [[uses-groff]] == `groff` Possible arguments: `build`, `run`, `both` Registers a dependency on package:textproc/groff[] if not present in the base system. [[uses-gssapi]] == `gssapi` Possible arguments: (none), `base` (default), `heimdal`, `mit`, `flags`, `bootstrap` Handle dependencies needed by consumers of the GSS-API. Only libraries that provide the Kerberos mechanism are available. By default, or set to `base`, the GSS-API library from the base system is used. Can also be set to `heimdal` to use package:security/heimdal[], or `mit` to use package:security/krb5[]. When the local Kerberos installation is not in `LOCALBASE`, set `HEIMDAL_HOME` (for `heimdal`) or `KRB5_HOME` (for `krb5`) to the location of the Kerberos installation. These variables are exported for the ports to use: * `GSSAPIBASEDIR` * `GSSAPICPPFLAGS` * `GSSAPIINCDIR` * `GSSAPILDFLAGS` * `GSSAPILIBDIR` * `GSSAPILIBS` * `GSSAPI_CONFIGURE_ARGS` The `flags` option can be given alongside `base`, `heimdal`, or `mit` to automatically add `GSSAPICPPFLAGS`, `GSSAPILDFLAGS`, and `GSSAPILIBS` to `CFLAGS`, `LDFLAGS`, and `LDADD`, respectively. For example, use `base,flags`. The `bootstrap` option is a special prefix only for use by package:security/krb5[] and package:security/heimdal[]. For example, use `bootstrap,mit`. [[uses-gssapi-ex1]] .Typical Use [example] ==== [.programlisting] .... OPTIONS_SINGLE= GSSAPI OPTIONS_SINGLE_GSSAPI= GSSAPI_BASE GSSAPI_HEIMDAL GSSAPI_MIT GSSAPI_NONE GSSAPI_BASE_USES= gssapi GSSAPI_BASE_CONFIGURE_ON= --with-gssapi=${GSSAPIBASEDIR} ${GSSAPI_CONFIGURE_ARGS} GSSAPI_HEIMDAL_USES= gssapi:heimdal GSSAPI_HEIMDAL_CONFIGURE_ON= --with-gssapi=${GSSAPIBASEDIR} ${GSSAPI_CONFIGURE_ARGS} GSSAPI_MIT_USES= gssapi:mit GSSAPI_MIT_CONFIGURE_ON= --with-gssapi=${GSSAPIBASEDIR} ${GSSAPI_CONFIGURE_ARGS} GSSAPI_NONE_CONFIGURE_ON= --without-gssapi .... ==== [[uses-gstreamer]] == `gstreamer` Possible arguments: (none) Provides an easy way to depend on GStreamer components. The components should be listed in `USE_GSTREAMER`. The available components are: * `a52dec` * `aalib` * `amrnb` * `amrwbdec` * `aom` * `assrender` * `bad` * `bs2b` * `cairo` * `cdio` * `cdparanoia` * `chromaprint` * `curl` * `dash` * `dtls` * `dts` * `dv` * `dvd` * `dvdread` * `editing-services` * `faac` * `faad` * `flac` * `flite` * `gdkpixbuf` * `gl` * `gme` * `gnonlin` * `good` * `gsm` * `gtk4` * `gtk` * `hal` * `hls` * `jack` * `jpeg` * `kate` * `kms` * `ladspa` * `lame` * `libav` * `libcaca` * `libde265` * `libmms` * `libvisual` * `lv2` * `mm` * `modplug` * `mpeg2dec` * `mpeg2enc` * `mpg123` * `mplex` * `musepack` * `neon` * `ogg` * `opencv` * `openexr` * `openh264` * `openjpeg` * `openmpt` * `opus` * `pango` * `png` * `pulse` * `qt` * `resindvd` * `rsvg` * `rtmp` * `shout2` * `sidplay` * `smoothstreaming` * `sndfile` * `sndio` * `soundtouch` * `soup` * `spandsp` * `speex` * `srtp` * `taglib` * `theora` * `ttml` * `twolame` * `ugly` * `v4l2` * `vorbis` * `vpx` * `vulkan` * `wavpack` * `webp` * `webrtcdsp` * `x264` * `x265` * `x` * `ximagesrc` * `zbar` [[uses-guile]] == `guile` Possible arguments: (none), `_X.Y_`, `flavors`, `build`, `run`, `alias`, `conflicts` Adds a dependency on Guile. By default this is a library dependency on the appropriate `libguile*.so`, unless overridden by the `build` and/or `run` option. The `alias` option configures `BINARY_ALIAS` appropriately (see crossref:makefiles[binary-alias,Use `BINARY_ALIAS`]). The default version is set by the usual `DEFAULT_VERSIONS` mechanism; if the default version is not one of the listed versions, then the latest available listed version is used. Applications using Guile are normally built for only a single Guile version. However, extension or library modules should use the `flavors` option to build with multiple flavors. For more information see crossref:special[using-guile,Using Guile]. [[uses-horde]] == `horde` Possible arguments: (none) Add buildtime and runtime dependencies on package:devel/pear-channel-horde[]. Other Horde dependencies can be added with `USE_HORDE_BUILD` and `USE_HORDE_RUN`. See crossref:special[php-horde,Horde Modules] for more information. [[uses-iconv]] == `iconv` Possible arguments: (none), `lib`, `build`, `patch`, `translit`, `wchar_t` Uses `iconv` functions, either from the port package:converters/libiconv[] as a build-time and run-time dependency, or from the base system. By default, with no arguments or with the `lib` argument, implies `iconv` with build-time and run-time dependencies. `build` implies a build-time dependency, and `patch` implies a patch-time dependency. If the port uses the `WCHAR_T` or `//TRANSLIT` iconv extensions, add the relevant arguments so that the correct iconv is used. For more information see crossref:special[using-iconv,Using `iconv`]. [[uses-imake]] == `imake` Possible arguments: (none), `env`, `notall`, `noman` Add package:devel/imake[] as a build-time dependency and run `xmkmf -a` during the `configure` stage. If the `env` argument is given, the `configure` target is not set. If the `-a` flag is a problem for the port, add the `notall` argument. If `xmkmf` does not generate a `install.man` target, add the `noman` argument. [[uses-kde]] == `kde` Possible arguments: `5` Add dependency on KDE components. See crossref:special[using-kde,Using KDE] for more information. [[uses-kmod]] == `kmod` Possible arguments: (none), `debug` Fills in the boilerplate for kernel module ports, currently: * Add `kld` to `CATEGORIES`. * Set `SSP_UNSAFE`. * Set `IGNORE` if the kernel sources are not found in `SRC_BASE`. * Define `KMODDIR` to [.filename]#/boot/modules# by default, add it to `PLIST_SUB` and `MAKE_ENV`, and create it upon installation. If `KMODDIR` is set to [.filename]#/boot/kernel#, it will be rewritten to [.filename]#/boot/modules#. This prevents breaking packages when upgrading the kernel due to [.filename]#/boot/kernel# being renamed to [.filename]#/boot/kernel.old# in the process. * Handle cross-referencing kernel modules upon installation and deinstallation, using crossref:plist[plist-keywords-kld,`@kld`]. * If the `debug` argument is given, the port can install a debug version of the module into [.filename]#KERN_DEBUGDIR#/[.filename]#KMODDIR#. By default, `KERN_DEBUGDIR` is copied from `DEBUGDIR` and set to [.filename]#/usr/lib/debug#. The framework will take care of creating and removing any required directories. [[uses-ldap]] == `ldap` Possible arguments: (none), , client, server Registers a dependency on package:net/openldap[]. It uses the specific `` (without the dot notation) if set. Otherwise it tries to find the currently installed version. If necessary it falls back to the default version found in `bsd.default-versions.mk`. `client` specifies a runtime dependency on the client library. This is also the default. `server` specifies a runtime dependency on the server. The following variables can be accessed by the port: `IGNORE_WITH_OPENLDAP`:: This variable can be defined if the ports does not support one or more versions of OpenLDAP. `WITH_OPENLDAP_VER`:: User defined variable to set OpenLDAP version. `OPENLDAP_VER`:: Detected OpenLDAP version. [[uses-lha]] == `lha` Possible arguments: (none) Set `EXTRACT_SUFX` to `.lzh` [[uses-libarchive]] == `libarchive` Possible arguments: (none) Registers a dependency on package:archivers/libarchive[]. Any ports depending on libarchive must include `USES=libarchive`. [[uses-libedit]] == `libedit` Possible arguments: (none) Registers a dependency on package:devel/libedit[]. Any ports depending on libedit must include `USES=libedit`. [[uses-libtool]] == `libtool` Possible arguments: (none), `keepla`, `build` Patches `libtool` scripts. This must be added to all ports that use `libtool`. The `keepla` argument can be used to keep [.filename]#.la# files. Some ports do not ship with their own copy of libtool and need a build time dependency on package:devel/libtool[], use the `:build` argument to add such dependency. [[uses-linux]] == `linux` Possible arguments: `c6`, `c7` Ports Linux compatibility framework. Specify `c6` to depend on CentOS 6 packages. Specify `c7` to depend on CentOS 7 packages. The available packages are: * `allegro` * `alsa-plugins-oss` * `alsa-plugins-pulseaudio` * `alsalib` * `atk` * `avahi-libs` * `base` * `cairo` * `cups-libs` * `curl` * `cyrus-sasl2` * `dbusglib` * `dbuslibs` * `devtools` * `dri` * `expat` * `flac` * `fontconfig` * `gdkpixbuf2` * `gnutls` * `graphite2` * `gtk2` * `harfbuzz` * `jasper` * `jbigkit` * `jpeg` * `libasyncns` * `libaudiofile` * `libelf` * `libgcrypt` * `libgfortran` * `libgpg-error` * `libmng` * `libogg` * `libpciaccess` * `libsndfile` * `libsoup` * `libssh2` * `libtasn1` * `libthai` * `libtheora` * `libv4l` * `libvorbis` * `libxml2` * `mikmod` * `naslibs` * `ncurses-base` * `nspr` * `nss` * `openal` * `openal-soft` * `openldap` * `openmotif` * `openssl` * `pango` * `pixman` * `png` * `pulseaudio-libs` * `qt` * `qt-x11` * `qtwebkit` * `scimlibs` * `sdl12` * `sdlimage` * `sdlmixer` * `sqlite3` * `tcl85` * `tcp_wrappers-libs` * `tiff` * `tk85` * `ucl` * `xorglibs` [[uses-llvm]] == `llvm` Possible arguments: (none), `_XY_`, min=`_XY_`, max=`_XY_`, build, run, lib Adds a dependency on LLVM. By default this is a build dependency unless overridden by the `run` or `lib` options. The default version is the one set in `LLVM_DEFAULT`. A specific version can be specified as well. The minimum and maximum versions can be specified with the `min` and `max` parameters respectively. The ports framework export the following variables to the port: `LLVM_VERSION`:: Version chosen from the arguments to llvm.mk `LLVM_PORT`:: Chosen llvm port `LLVM_CONFIG`:: llvm-config of the chosen port `LLVM_LIBLLVM`:: libLLVM.so of the chosen port `LLVM_PREFIX`:: Installation prefix of the chosen port [[uses-localbase]] == `localbase` Possible arguments: (none), `ldflags` Ensures that libraries from dependencies in `LOCALBASE` are used instead of the ones from the base system. Specify `ldflags` to add `-L${LOCALBASE}/lib` to `LDFLAGS` instead of `LIBS`. Ports that depend on libraries that are also present in the base system should use this. It is also used internally by a few other `USES`. [[uses-lua]] == `lua` Possible arguments: (none), `_XY_`, `_XY_+`, `-_XY_`, `_XY_-_ZA_`, `module`, `flavors`, `build`, `run`, `env` Adds a dependency on Lua. By default this is a library dependency, unless overridden by the `build` and/or `run` option. The `env` option prevents the addition of any dependency, while still defining all the usual variables. The default version is set by the usual `DEFAULT_VERSIONS` mechanism, unless a version or range of versions is specified as an argument, for example, `51` or `51-54`. Applications using Lua are normally built for only a single Lua version. However, library modules intended to be loaded by Lua code should use the `module` option to build with multiple flavors. For more information see crossref:special[using-lua,Using Lua]. [[uses-luajit]] == `luajit` Possible arguments: (none), `_X_` Adds a dependency on luajit runtime. A specific version _X_ can be used. Possible versions are `luajit`, `luajit-devel`, `luajit-openresty` After including [.filename]#bsd.port.options.mk# or [.filename]#bsd.port.pre.mk# the port can inspect these variables: `LUAJIT_VER`:: The selected luajit version `LUAJIT_INCDIR`:: The path to luajit's header files `LUAJIT_LUAVER`:: Which luajit spec version is selected (2.0 for luajit, else 2.1) For more information see crossref:special[using-lua,Using Lua]. [[uses-lxqt]] == `lxqt` Possible arguments: (none) Handle dependencies for the LXQt Desktop Environment. Use `USE_LXQT` to select the components needed for the port. See crossref:special[using-lxqt,Using LXQt] for more information. [[uses-magick]] == `magick` Possible arguments: (none), `_X_`, `build`, `nox11`, `run`, `test` Add a library dependency on `ImageMagick`. A specific version _X_ can be used. Possible versions are `6` and `7` (default). `nox11` indicates that the `-nox11` version of the port is required. `build`, `run` and `test` add build-, run-time and test dependencies on ImageMagick. [[uses-makeinfo]] == `makeinfo` Possible arguments: (none) Add a build-time dependency on `makeinfo` if it is not present in the base system. [[uses-makeself]] == `makeself` Possible arguments: (none) Indicates that the distribution files are makeself archives and sets the appropriate dependencies. [[uses-mate]] == `mate` Possible arguments: (none) Provides an easy way to depend on MATE components. The components should be listed in `USE_MATE`. The available components are: * `autogen` * `caja` * `common` * `controlcenter` * `desktop` * `dialogs` * `docutils` * `icontheme` * `intlhack` * `intltool` * `libmatekbd` * `libmateweather` * `marco` * `menus` * `notificationdaemon` * `panel` * `pluma` * `polkit` * `session` * `settingsdaemon` The default dependency is build- and run-time, it can be changed with `:build` or `:run`. For example: [.programlisting] .... USES= mate USE_MATE= menus:build intlhack .... [[uses-meson]] == `meson` Possible arguments: (none) Provide support for Meson based projects. For more information see crossref:special[using-meson,Using `meson`]. [[uses-metaport]] == `metaport` Possible arguments: (none) Sets the following variables to make it easier to create a metaport: `MASTER_SITES`, `DISTFILES`, `EXTRACT_ONLY`, `NO_BUILD`, `NO_INSTALL`, `NO_MTREE`, `NO_ARCH`. [[uses-minizip]] == `minizip` Possible arguments: (none), `ng` Adds a library dependency on package:archivers/minizip[] or package:archivers/minizip-ng[] respectively. [[uses-mysql]] == `mysql` Possible arguments: (none), `_version_`, `client` (default), `server`, `embedded` Provide support for MySQL If no version is given, try to find the current installed version. Fall back to the default version, MySQL-5.6. The possible versions are `55`, `55m`, `55p`, `56`, `56p`, `56w`, `57`, `57p`, `80`, `100m`, `101m`, and `102m`. The `m` and `p` suffixes are for the MariaDB and Percona variants of MySQL. `server` and `embedded` add a build- and run-time dependency on the MySQL server. When using `server` or `embedded`, add `client` to also add a dependency on [.filename]#libmysqlclient.so#. A port can set `IGNORE_WITH_MYSQL` if some versions are not supported. The framework sets `MYSQL_VER` to the detected MySQL version. [[uses-mono]] == `mono` Possible arguments: (none), `nuget` Adds a dependency on the Mono (currently only C#) framework by setting the appropriate dependencies. Specify `nuget` when the port uses nuget packages. `NUGET_DEPENDS` needs to be set with the names and versions of the nuget packages in the format `_name_=_version_`. An optional package origin can be added using `_name_=_version_:_origin_`. The helper target, `buildnuget`, will output the content of the `NUGET_DEPENDS` based on the provided [.filename]#packages.config#. [[uses-motif]] == `motif` Possible arguments: (none) Uses package:x11-toolkits/open-motif[] as a library dependency. End users can set `WANT_LESSTIF` in [.filename]#make.conf# to use package:x11-toolkits/lesstif[] as dependency instead of package:x11-toolkits/open-motif[]. Similarly setting `WANT_OPEN_MOTIF_DEVEL` in [.filename]#make.conf# will add a dependency on package:x11-toolkits/open-motif-devel[] [[uses-ncurses]] == `ncurses` Possible arguments: (none), `base`, `port` Uses ncurses, and causes some useful variables to be set. [[uses-nextcloud]] == `nextcloud` Possible arguments: (none) Adds support for Nextcloud applications by adding a run time dependency on package:www/nextcloud[]. [[uses-ninja]] == `ninja` Possible arguments: (none), `build`, `make` (default), `run` If `build` or `run` arguments are specify, it respectively adds a build or run time dependency on package:devel/ninja[]. If `make` or no arguments are provided, use ninja to build the port instead of make. `make` implies `build`. If the variable `NINJA_DEFAULT` is set to `samurai`, then the dependencies are set on package:devel/samurai[] instead. [[uses-nodejs]] == `nodejs` Possible arguments: (none), `build`, `run`, `current`, `lts`, `10`, `14`, `16`, `17`. Uses nodejs. Adds a dependency on package:www/node*[]. If a supported version is specified then `run` and/or `build` must be specified too. [[uses-objc]] == `objc` Possible arguments: (none) Add objective C dependencies (compiler, runtime library) if the base system does not support it. [[uses-octave]] == `octave` Possible arguments: (none), env Uses package:math/octave[]. `env` loads only one `OCTAVE_VERSION` environmental variable. [[uses-openal]] == `openal` Possible arguments: `al`, `soft` (default), `si`, `alut` Uses OpenAL. The backend can be specified, with the software implementation as the default. The user can specify a preferred backend with `WANT_OPENAL`. Valid values for this knob are `soft` (default) and `si`. [[uses-pathfix]] == `pathfix` Possible arguments: (none) Look for [.filename]#Makefile.in# and [.filename]#configure# in `PATHFIX_WRKSRC` (defaults to `WRKSRC`) and fix common paths to make sure they respect the FreeBSD hierarchy. For example, it fixes the installation directory of `pkgconfig`'s [.filename]#.pc# files to [.filename]#${PREFIX}/libdata/pkgconfig#. If the port uses `USES=autoreconf`, [.filename]#Makefile.am# will be added to `PATHFIX_MAKEFILEIN` automatically. If the port crossref:uses[uses-cmake,`USES=cmake`] it will look for [.filename]#CMakeLists.txt# in `PATHFIX_WRKSRC`. If needed, that default filename can be changed with `PATHFIX_CMAKELISTSTXT`. [[uses-pear]] == `pear` Possible arguments: `env` Adds a dependency on package:devel/pear[]. It will setup default behavior for software using the PHP Extension and Application Repository. Using the `env` arguments only sets up the PEAR environment variables. See crossref:special[php-pear,PEAR Modules] for more information. [[uses-perl5]] == `perl5` Possible arguments: (none) Depends on Perl. The configuration is done using `USE_PERL5`. `USE_PERL5` can contain the phases in which to use Perl, can be `extract`, `patch`, `build`, `run`, or `test`. `USE_PERL5` can also contain `configure`, `modbuild`, or `modbuildtiny` when [.filename]#Makefile.PL#, [.filename]#Build.PL#, or Module::Build::Tiny's flavor of [.filename]#Build.PL# is required. `USE_PERL5` defaults to `build run`. When using `configure`, `modbuild`, or `modbuildtiny`, `build` and `run` are implied. See crossref:special[using-perl,Using Perl] for more information. [[uses-pgsql]] == `pgsql` Possible arguments: (none), `_X.Y_`, `_X.Y_+`, `_X.Y_-`, `_X.Y_-_Z.A_` Provide support for PostgreSQL. Port maintainer can set version required. Minimum and maximum versions or a range can be specified; for example, `9.0-`, `8.4+`, `8.4-9.2.` By default, the added dependency will be the client, but if the port requires additional components, this can be done using `WANT_PGSQL=_component[:target]_`; for example, `WANT_PGSQL=server:configure pltcl plperl`. The available components are: * `client` * `contrib` * `docs` * `pgtcl` * `plperl` * `plpython` * `pltcl` * `server` [[uses-php]] == `php` Possible arguments: (none), `phpize`, `ext`, `zend`, `build`, `cli`, `cgi`, `mod`, `web`, `embed`, `pecl`, `flavors`, `noflavors` Provide support for PHP. Add a runtime dependency on the default PHP version, package:lang/php81[]. `phpize`:: Use to build a PHP extension. Enables flavors. `ext`:: Use to build, install and register a PHP extension. Enables flavors. `zend`:: Use to build, install and register a Zend extension. Enables flavors. `build`:: Set PHP also as a build-time dependency. `cli`:: Needs the CLI version of PHP. `cgi`:: Needs the CGI version of PHP. `mod`:: Needs the Apache module for PHP. `web`:: Needs the Apache module or the CGI version of PHP. `embed`:: Needs the embedded library version of PHP. `pecl`:: Provide defaults for fetching PHP extensions from the PECL repository. Enables flavors. `flavors`:: Enable automatic crossref:flavors[flavors-auto-php,PHP flavors] generation. Flavors will be generated for all PHP versions, except the ones present in crossref:uses[uses-php-ignore,`IGNORE_WITH_PHP`]. `noflavors`:: Disable automatic PHP flavors generation. _Must only_ be used with extensions provided by PHP itself. Variables are used to specify which PHP modules are required, as well as which version of PHP are supported. `USE_PHP`:: The list of required PHP extensions at run-time. Add `:build` to the extension name to add a build-time dependency. Example: `pcre xml:build gettext` [[uses-php-ignore]] `IGNORE_WITH_PHP`:: The port does not work with PHP of the given version. For possible values look at the content of `_ALL_PHP_VERSIONS` in [.filename]#Mk/Uses/php.mk#. When building a PHP or Zend extension with `:ext` or `:zend`, these variables can be set: `PHP_MODNAME`:: The name of the PHP or Zend extension. Default value is `${PORTNAME}`. `PHP_HEADER_DIRS`:: A list of subdirectories from which to install header files. The framework will always install the header files that are present in the same directory as the extension. `PHP_MOD_PRIO`:: The priority at which to load the extension. It is a number between `00` and `99`. + For extensions that do not depend on any extension, the priority is automatically set to `20`, for extensions that depend on another extension, the priority is automatically set to `30`. Some extensions may need to be loaded before every other extension, for example package:www/php56-opcache[]. Some may need to be loaded after an extension with a priority of `30`. In that case, add `PHP_MOD_PRIO=_XX_` in the port's Makefile. For example: + [.programlisting] .... USES= php:ext USE_PHP= wddx PHP_MOD_PRIO= 40 .... These variables are available to use in `PKGNAMEPREFIX` or `PKGNAMESUFFIX`: `PHP_PKGNAMEPREFIX`:: Contains `php_XY_-` where _XY_ is the current flavor's PHP version. Use with PHP extensions and modules. `PHP_PKGNAMESUFFIX`:: Contains `-php_XY_` where _XY_ is the current flavor's PHP version. Use with PHP applications. `PECL_PKGNAMEPREFIX`:: Contains `php_XY_-pecl-` where _XY_ is the current flavor's PHP version. Use with PECL modules. [IMPORTANT] ==== With flavors, all PHP extensions, PECL extensions, PEAR modules _must have_ a different package name, so they must all use one of these three variables in their `PKGNAMEPREFIX` or `PKGNAMESUFFIX`. ==== [[uses-pkgconfig]] == `pkgconfig` Possible arguments: (none), `build` (default), `run`, `both` Uses package:devel/pkgconf[]. With no arguments or with the `build` argument, it implies `pkg-config` as a build-time dependency. `run` implies a run-time dependency and `both` implies both run-time and build-time dependencies. [[uses-pure]] == `pure` Possible arguments: (none), `ffi` Uses package:lang/pure[]. Largely used for building related pure ports. With the `ffi` argument, it implies package:devel/pure-ffi[] as a run-time dependency. [[uses-pyqt]] == `pyqt` Possible arguments: (none), `4`, `5` Uses PyQt. If the port is part of PyQT itself, set `PYQT_DIST`. Use `USE_PYQT` to select the components the port needs. The available components are: * `core` * `dbus` * `dbussupport` * `demo` * `designer` * `designerplugin` * `doc` * `gui` * `multimedia` * `network` * `opengl` * `qscintilla2` * `sip` * `sql` * `svg` * `test` * `webkit` * `xml` * `xmlpatterns` These components are only available with PyQT4: * `assistant` * `declarative` * `help` * `phonon` * `script` * `scripttools` These components are only available with PyQT5: * `multimediawidgets` * `printsupport` * `qml` * `serialport` * `webkitwidgets` * `widgets` The default dependency for each component is build- and run-time, to select only build or run, add `_build` or `_run` to the component name. For example: [.programlisting] .... USES= pyqt USE_PYQT= core doc_build designer_run .... [[uses-pytest]] == `pytest` Possible arguments: (none), 4 Introduces a new dependency on package:devel/pytest[]. It defines a `do-test` target which will run the tests properly. Use the argument to depend on a specific package:devel/pytest[] version. For ports using package:devel/pytest[] consider using this instead of a specific `do-test` target. The framework exposes the following variables to the port: `PYTEST_ARGS`:: Additional arguments to pytest (defaults to empty). `PYTEST_IGNORED_TESTS`:: lists of `pytest -k` patterns of tests to ignore (defaults to empty). For tests which are not expected to pass, such as ones requiring a database access. `PYTEST_BROKEN_TESTS`:: lists of `pytest -k` patterns of tests to ignore (defaults to empty). For broken tests which require fixing. In addition the following variables may be set by the user: `PYTEST_ENABLE_IGNORED_TESTS`:: Enable tests which are otherwise ignored by `PYTEST_IGNORED_TESTS`. `PYTEST_ENABLE_BROKEN_TESTS`:: Enable tests which are otherwise ignored by `PYTEST_BROKEN_TESTS`. `PYTEST_ENABLE_ALL_TESTS`:: Enable tests which are otherwise ignored by `PYTEST_IGNORED_TESTS` and `PYTEST_BROKEN_TESTS`. [[uses-python]] == `python` Possible arguments: (none), `_X.Y_`, `_X.Y+_`, `_-X.Y_`, `_X.Y-Z.A_`, `patch`, `build`, `run`, `test` Uses Python. A supported version or version range can be specified. If Python is only needed at build time, run time or for the tests, it can be set as a build, run or test dependency with `build`, `run`, or `test`. If Python is also needed during the patch phase, use `patch`. See crossref:special[using-python, Using Python] for more information. `USES=python:env` can be used when the variables exported by the framework are needed but a dependency on Python is not. It can happen when using with crossref:uses[uses-shebangfix,`USES=shebangfix`], and the goal is only to fix the shebangs but not add a dependency on Python. [[uses-qmail]] == `qmail` Possible arguments: (none), `build`, `run`, `both`, `vars` Uses package:mail/qmail[]. With the `build` argument, it implies `qmail` as a build-time dependency. `run` implies a run-time dependency. Using no argument or the `both` argument implies both run-time and build-time dependencies. `vars` will only set QMAIL variables for the port to use. [[uses-qmake]] == `qmake` Possible arguments: (none), `norecursive`, `outsource`, `no_env`, `no_configure` Uses QMake for configuring. For more information see crossref:special[using-qmake,Using `qmake`]. [[uses-qt]] == `qt` Possible arguments: `5`, `6`, `no_env` Add dependency on Qt components. `no_env` is passed directly to `USES= qmake`. See crossref:special[using-qt,Using Qt] for more information. [[uses-qt-dist]] == `qt-dist` Possible arguments: (none) or `5` and (none) or `6` and (none) or one of `3d`, `5compat`, `base`, `charts`, `connectivity`, `datavis3d`, `declarative`, `doc` `languageserver`, `gamepad`, `graphicaleffects`, `imageformats`, `locat ion`, `lottie`, `multimedia`, `networkauth`, `positioning`, `quick3d`, `quickcontrols2`, `quickcontrols`, `quicktimeline`, `remoteobjects`, `script`, `scxml `, `sensors`, `serialbus`, `serialport`, `shadertools`, `speech`, `svg`, `tools`, `translations`, `virtualkeyboard`, `wayland`, `webchannel`, `webengine`, `webglplugin`, `websockets`, `webview`, `x11extras`, `xmlpatterns`. Provides support for building Qt 5 and Qt 6 components. It takes care of setting up the appropriate configuration environment for the port to build. [[qt5-dist-example]] .Building Qt 5 Components [example] ==== The port is Qt 5's `networkauth` component, which is part of the `networkauth` distribution file. [.programlisting] .... PORTNAME= networkauth DISTVERSION= ${QT5_VERSION} USES= qt-dist:5 .... ==== [[qt6-dist-example]] .Building Qt 6 Components [example] ==== The port is Qt 6's `websockets` component, which is part of the `websockets` distribution file. [.programlisting] .... PORTNAME= websockets PORTVERSION= ${QT6_VERSION} USES= qt-dist:6 .... ==== If `PORTNAME` does not match the component name, it can be passed as an argument to `qt-dist`. [[qt5-dist-example-explicit]] .Building Qt 5 Components with Different Names [example] ==== The port is Qt 5's `gui` component, which is part of the `base` distribution file. [.programlisting] .... PORTNAME= gui DISTVERSION= ${QT5_VERSION} USES= qt-dist:5,base .... ==== [[uses-readline]] == `readline` Possible arguments: (none), `port` Uses readline as a library dependency, and sets `CPPFLAGS` and `LDFLAGS` as necessary. If the `port` argument is used or if readline is not present in the base system, add a dependency on package:devel/readline[] [[uses-ruby]] == `ruby` Possible arguments: (none), `build`, `extconf`, `run`, `setup` Provide support for Ruby related ports. `(none)` without arguments adds runtime dependency on package:lang/ruby[]. `build` adds a dependency on package:lang/ruby[] at build time. `extconf` states that the port uses extconf.rb to configure. `run` adds a dependency on package:lang/ruby[] at run time. This is also the default. `setup` states that the port uses setup.rb to configure and build. The user may have the following variables defined: `RUBY_VER`:: Alternative short version of ruby in the form of `x.y'. `RUBY_DEFAULT_VER`:: Set to (e.g.) `2.7` to use `ruby27` as the default version. `RUBY_ARCH`:: Set the architecture name (e.g. i386-freebsd7). The following variables are exported to be used by the port: `RUBY`:: Set to full path of ruby. If set, the values of the following variables are automatically obtained from the ruby executable: `RUBY_ARCH`, `RUBY_ARCHLIBDIR`, `RUBY_LIBDIR`, `RUBY_SITEARCHLIBDIR`, `RUBY_SITELIBDIR`, `RUBY_VER` and `RUBY_VERSION` `RUBY_VER`:: Set to the alternative short version of ruby in the form of `x.y'. `RUBY_EXTCONF`:: Set to the alternative name of extconf.rb (default: extconf.rb). `RUBY_EXTCONF_SUBDIRS`:: Set to list of subdirectories, if multiple modules are included. `RUBY_SETUP`:: Set to the alternative name of setup.rb (default: setup.rb). [[uses-samba]] == `samba` Possible arguments: `build`, `env`, `lib`, `run` Handle dependency on Samba. `env` will not add any dependency and only set up the variables. `build` and `run` will add build-time and run-time dependency on [.filename]#smbd#. `lib` will add a dependency on [.filename]#libsmbclient.so#. The variables that are exported are: `SAMBA_PORT`:: The origin of the default Samba port. `SAMBA_INCLUDEDIR`:: The location of the Samba header files. `SAMBA_LIBS`:: The directory where the Samba shared libraries are available. `SAMBA_LDB_PORT`:: The origin of the ldb port used by the selected Samba version (e.g., package:databases/ldb28[]). It should be used if a port needs to depend on the same ldb version as the selected Samba version. [[uses-scons]] == `scons` Possible arguments: (none) Provide support for the use of package:devel/scons[]. See crossref:special[using-scons,Using `scons`] for more information. [[uses-shared-mime-info]] == `shared-mime-info` Possible arguments: (none) Uses update-mime-database from package:misc/shared-mime-info[]. This uses will automatically add a post-install step in such a way that the port itself still can specify there own post-install step if needed. It also add an crossref:plist[plist-keywords-shared-mime-info,`@shared-mime-info`] entry to the plist. [[uses-shebangfix]] == `shebangfix` Possible arguments: (none) A lot of software uses incorrect locations for script interpreters, most notably [.filename]#/usr/bin/perl# and [.filename]#/bin/bash#. The shebangfix macro fixes shebang lines in scripts listed in `SHEBANG_REGEX`, `SHEBANG_GLOB`, or `SHEBANG_FILES`. `SHEBANG_REGEX`:: Contains _one_ extended regular expressions, and is used with the `-iregex` argument of man:find[1]. -See crossref:uses[uses-shebangfix-ex-regex,.`USESshebangfix` with `SHEBANG_REGEX`]. +See crossref:uses[uses-shebangfix-ex-regex,`USESshebangfix` with `SHEBANG_REGEX`]. `SHEBANG_GLOB`:: Contains a list of patterns used with the `-name` argument of man:find[1]. -See crossref:uses[uses-shebangfix-ex-glob,.`USESshebangfix` with `SHEBANG_GLOB`]. +See crossref:uses[uses-shebangfix-ex-glob,`USESshebangfix` with `SHEBANG_GLOB`]. `SHEBANG_FILES`:: Contains a list of files or man:sh[1] globs. The shebangfix macro is run from `${WRKSRC}`, so `SHEBANG_FILES` can contain paths that are relative to `${WRKSRC}`. It can also deal with absolute paths if files outside of `${WRKSRC}` require patching. -See crossref:uses[uses-shebangfix-ex-files,.`USESshebangfix` with `SHEBANG_FILES`]. +See crossref:uses[uses-shebangfix-ex-files,`USESshebangfix` with `SHEBANG_FILES`]. Currently Bash, Java, Ksh, Lua, Perl, PHP, Python, Ruby, Tcl, and Tk are supported by default. There are three configuration variables: `SHEBANG_LANG`:: The list of supported interpreters. `_interp__CMD`:: The path to the command interpreter on FreeBSD. The default value is `${LOCALBASE}/bin/_interp_`. `_interp__OLD_CMD`:: The list of wrong invocations of interpreters. These are typically obsolete paths, or paths used on other operating systems that are incorrect on FreeBSD. They will be replaced by the correct path in `_interp__CMD`. + [NOTE] ==== These will _always_ be part of `_interp__OLD_CMD`: `"/usr/bin/env _interp_" /bin/_interp_ /usr/bin/_interp_ /usr/local/bin/_interp_`. ==== + [TIP] ==== `_interp__OLD_CMD` contain multiple values. Any entry with spaces must be quoted. -See crossref:uses[uses-shebangfix-ex-ksh,.Specifying all the Paths When Adding an Interpreter to `USESshebangfix`]. +See crossref:uses[uses-shebangfix-ex-ksh,Specifying all the Paths When Adding an Interpreter to `USESshebangfix`]. ==== [IMPORTANT] ==== The fixing of shebangs is done during the `patch` phase. If scripts are created with incorrect shebangs during the `build` phase, the build process (for example, the [.filename]#configure# script, or the [.filename]#Makefiles#) must be patched or given the right path (for example, with `CONFIGURE_ENV`, `CONFIGURE_ARGS`, `MAKE_ENV`, or `MAKE_ARGS`) to generate the right shebangs. Correct paths for supported interpreters are available in `_interp__CMD`. ==== [TIP] ==== When used with crossref:uses[uses-python,`USES=python`], and the aim is only to fix the shebangs but a dependency on Python itself is not wanted, use `USES=python:env` instead. ==== [[uses-shebangfix-ex-lua]] .Adding Another Interpreter to `USES=shebangfix` [example] ==== To add another interpreter, set `SHEBANG_LANG`. For example: [.programlisting] .... SHEBANG_LANG= lua .... ==== [[uses-shebangfix-ex-ksh]] .Specifying all the Paths When Adding an Interpreter to `USES=shebangfix` [example] ==== If it was not already defined, and there were no default values for `_interp__OLD_CMD` and `_interp__CMD` the Ksh entry could be defined as: [.programlisting] .... SHEBANG_LANG= ksh ksh_OLD_CMD= "/usr/bin/env ksh" /bin/ksh /usr/bin/ksh ksh_CMD= ${LOCALBASE}/bin/ksh .... ==== [[uses-shebangfix-ex-strange]] .Adding a Strange Location for an Interpreter [example] ==== Some software uses strange locations for an interpreter. For example, an application might expect Python to be located in [.filename]#/opt/bin/python2.7#. The strange path to be replaced can be declared in the port [.filename]#Makefile#: [.programlisting] .... python_OLD_CMD= /opt/bin/python2.7 .... ==== [[uses-shebangfix-ex-regex]] .`USES=shebangfix` with `SHEBANG_REGEX` [example] ==== To fix all the files in `${WRKSRC}/scripts` ending in [.filename]#.pl#, [.filename]#.sh#, or [.filename]#.cgi# do: [.programlisting] .... USES= shebangfix SHEBANG_REGEX= ./scripts/.*\.(sh|pl|cgi) .... [NOTE] ====== `SHEBANG_REGEX` is used by running `find -E`, which uses modern regular expressions also known as extended regular expressions. See man:re_format[7] for more information. ====== ==== [[uses-shebangfix-ex-glob]] .`USES=shebangfix` with `SHEBANG_GLOB` [example] ==== To fix all the files in `${WRKSRC}` ending in [.filename]#.pl# or [.filename]#.sh#, do: [.programlisting] .... USES= shebangfix SHEBANG_GLOB= *.sh *.pl .... ==== [[uses-shebangfix-ex-files]] .`USES=shebangfix` with `SHEBANG_FILES` [example] ==== To fix the files [.filename]#script/foobar.pl# and [.filename]#script/*.sh# in `${WRKSRC}`, do: [.programlisting] .... USES= shebangfix SHEBANG_FILES= scripts/foobar.pl scripts/*.sh .... ==== [[uses-sqlite]] == `sqlite` Possible arguments: (none), `2`, `3` Add a dependency on SQLite. The default version used is 3, but version 2 is also possible using the `:2` modifier. [[uses-ssl]] == `ssl` Possible arguments: (none), `build`, `run` Provide support for OpenSSL. A build- or run-time only dependency can be specified using `build` or `run`. These variables are available for the port's use, they are also added to `MAKE_ENV`: `OPENSSLBASE`:: Path to the OpenSSL installation base. `OPENSSLDIR`:: Path to OpenSSL's configuration files. `OPENSSLLIB`:: Path to the OpenSSL libraries. `OPENSSLINC`:: Path to the OpenSSL includes. `OPENSSLRPATH`:: If defined, the path the linker needs to use to find the OpenSSL libraries. [TIP] ==== If a port does not build with an OpenSSL flavor, set the `BROKEN_SSL` variable, and possibly the `BROKEN_SSL_REASON__flavor_`: [.programlisting] .... BROKEN_SSL= libressl BROKEN_SSL_REASON_libressl= needs features only available in OpenSSL .... ==== [[uses-tar]] == `tar` Possible arguments: (none), `Z`, `bz2`, `bzip2`, `lzma`, `tbz`, `tbz2`, `tgz`, `txz`, `xz`, `zst`, `zstd` Set `EXTRACT_SUFX` to `.tar`, `.tar.Z`, `.tar.bz2`, `.tar.bz2`, `.tar.lzma`, `.tbz`, `.tbz2`, `.tgz`, `.txz`, `.tar.xz`, `.tar.zst` or `.tar.zstd` respectively. [[uses-tcl]] == `tcl` Possible arguments: _version_, `wrapper`, `build`, `run`, `tea` Add a dependency on Tcl. A specific version can be requested using _version_. The version can be empty, one or more exact version numbers (currently `84`, `85`, or `86`), or a minimal version number (currently `84+`, `85+` or `86+`). To only request a non version specific wrapper, use `wrapper`. A build- or run-time only dependency can be specified using `build` or `run`. To build the port using the Tcl Extension Architecture, use `tea`. After including [.filename]#bsd.port.pre.mk# the port can inspect the results using these variables: * `TCL_VER`: chosen major.minor version of Tcl * `TCLSH`: full path of the Tcl interpreter * `TCL_LIBDIR`: path of the Tcl libraries * `TCL_INCLUDEDIR`: path of the Tcl C header files * `TK_VER`: chosen major.minor version of Tk * `WISH`: full path of the Tk interpreter * `TK_LIBDIR`: path of the Tk libraries * `TK_INCLUDEDIR`: path of the Tk C header files [[uses-terminfo]] == `terminfo` Possible arguments: (none) Adds crossref:plist[plist-keywords-terminfo,`@terminfo`] to the [.filename]#plist#. Use when the port installs [.filename]#*.terminfo# files in [.filename]#${PREFIX}/share/misc#. [[uses-tex]] == `tex` Possible arguments: (none) Provide support for tex. Loads all the default variables for TEX related ports and does not add any dependency on any ports. Variables are used to specify which TEX modules are required. `USE_TEX`:: The list of required TEX extensions at run-time. Add `:build` to the extension name to add a build-time dependency, `:run` to add runtime dependency, `:test` for test time dependency, `:extract` for extract time dependency. Example: `base texmf:build source:run` Current possible arguments are as follows: * `base` * `texmf` * `source` * `docs` * `web2c` * `kpathsea` * `ptexenc` * `basic` * `tlmgr` * `texlua` * `texluajit` * `synctex` * `xpdfopen` * `dvipsk` * `dvipdfmx` * `xdvik` * `gbklatex` * `formats` * `tex` * `latex` * `pdftex` * `jadetex` * `luatex` * `ptex` * `xetex` * `xmltex` * `texhash` * `updmap` * `fmtutil` [[uses-tk]] == `tk` Same as arguments for `tcl` Small wrapper when using both Tcl and Tk. The same variables are returned as when using Tcl. [[uses-uidfix]] == `uidfix` Possible arguments: (none) Changes some default behavior (mostly variables) of the build system to allow installing this port as a normal user. -Try this in the port before using crossref:uses[uses-fakeroot,USES=fakeroot] or patching. +Try this in the port before using crossref:uses[uses-fakeroot,`USES=fakeroot`] or patching. [[uses-uniquefiles]] == `uniquefiles` Possible arguments: (none), `dirs` Make files or directories 'unique', by adding a prefix or suffix. If the `dirs` argument is used, the port needs a prefix (and only a prefix) based on `UNIQUE_PREFIX` for standard directories `DOCSDIR`, `EXAMPLESDIR`, `DATADIR`, `WWWDIR`, `ETCDIR`. These variables are available for ports: * `UNIQUE_PREFIX`: The prefix to be used for directories and files. Default: `${PKGNAMEPREFIX}`. * `UNIQUE_PREFIX_FILES`: A list of files that need to be prefixed. Default: empty. * `UNIQUE_SUFFIX`: The suffix to be used for files. Default: `${PKGNAMESUFFIX}`. * `UNIQUE_SUFFIX_FILES`: A list of files that need to be suffixed. Default: empty. [[uses-vala]] == `vala` Possible arguments: `build`, `lib`, `no_depend` Adds build or library dependencies on package:lang/vala[]. The `no_depend` argument is reserved for package:lang/vala[] itself. [[uses-varnish]] == `varnish` Possible arguments: `4` (default), `6`, `7` Handle dependencies on Varnish Cache. Adds a dependency on package:www/varnish*[]. [[uses-webplugin]] == `webplugin` Possible arguments: (none), `ARGS` Automatically create and remove symbolic links for each application that supports the webplugin framework. `ARGS` can be one of: * `gecko`: support plug-ins based on Gecko * `native`: support plug-ins for Gecko, Opera, and WebKit-GTK * `linux`: support Linux plug-ins * `all` (default, implicit): support all plug-in types * (individual entries): support only the browsers listed These variables can be adjusted: * `WEBPLUGIN_FILES`: No default, must be set manually. The plug-in files to install. * `WEBPLUGIN_DIR`: The directory to install the plug-in files to, default [.filename]#PREFIX/lib/browser_plugins/WEBPLUGIN_NAME#. Set this if the port installs plug-in files outside of the default directory to prevent broken symbolic links. * `WEBPLUGIN_NAME`: The final directory to install the plug-in files into, default `PKGBASE`. [[uses-xfce]] == `xfce` Possible arguments: (none), `gtk2` Provide support for Xfce related ports. See crossref:special[using-xfce,Using Xfce] for details. The `gtk2` argument specifies that the port requires GTK2 support. It adds additional features provided by some core components, for example, package:x11/libxfce4menu[] and package:x11-wm/xfce4-panel[]. [[uses-xorg]] == `xorg` Possible arguments: (none) Provides an easy way to depend on X.org components. The components should be listed in `USE_XORG`. The available components are: [[using-x11-components]] .Available X.Org Components [cols="1,1", frame="none", options="header"] |=== | Name | Description |`dmx` |DMX extension library |`fontenc` |The fontenc Library |`fontutil` |Create an index of X font files in a directory |`ice` |Inter Client Exchange library for X11 |`libfs` |The FS library |`pciaccess` |Generic PCI access library |`pixman` |Low-level pixel manipulation library |`sm` |Session Management library for X11 |`x11` |X11 library |`xau` |Authentication Protocol library for X11 |`xaw` |X Athena Widgets library |`xaw6` |X Athena Widgets library |`xaw7` |X Athena Widgets library |`xbitmaps` |X.Org bitmaps data |`xcb` |The X protocol C-language Binding (XCB) library |`xcomposite` |X Composite extension library |`xcursor` |X client-side cursor loading library |`xdamage` |X Damage extension library |`xdmcp` |X Display Manager Control Protocol library |`xext` |X11 Extension library |`xfixes` |X Fixes extension library |`xfont` |X font library |`xfont2` |X font library |`xft` |Client-sided font API for X applications |`xi` |X Input extension library |`xinerama` |X11 Xinerama library |`xkbfile` |XKB file library |`xmu` |X Miscellaneous Utilities libraries |`xmuu` |X Miscellaneous Utilities libraries |`xorg-macros` |X.Org development aclocal macros |`xorg-server` |X.Org X server and related programs |`xorgproto` |xorg protocol headers |`xpm` |X Pixmap library |`xpresent` |X Present Extension library |`xrandr` |X Resize and Rotate extension library |`xrender` |X Render extension library |`xres` |X Resource usage library |`xscrnsaver` |The XScrnSaver library |`xshmfence` |Shared memory 'SyncFence' synchronization primitive |`xt` |X Toolkit library |`xtrans` |Abstract network code for X |`xtst` |X Test extension |`xv` |X Video Extension library |`xvmc` |X Video Extension Motion Compensation library |`xxf86dga` |X DGA Extension |`xxf86vm` |X Vidmode Extension |=== [[uses-xorg-cat]] == `xorg-cat` Possible arguments: `app`, `data`, `doc`, `driver`, `font`, `lib`, `proto`, `util`, `xserver` and (none) or one off `autotools` (default), `meson` Provide support for building Xorg components. It takes care of setting up common dependencies and an appropriate configuration environment needed. This is intended only for Xorg components. The category has to match upstream categories. The second argument is the build system to use. autotools is the default, but meson is also supported. [[uses-zip]] == `zip` Possible arguments: (none), `infozip` Indicates that the distribution files use the ZIP compression algorithm. For files using the InfoZip algorithm the `infozip` argument must be passed to set the appropriate dependencies. diff --git a/documentation/content/pt-br/books/fdp-primer/editor-config/_index.adoc b/documentation/content/pt-br/books/fdp-primer/editor-config/_index.adoc index a5062576c0..8c4a21a5bc 100644 --- a/documentation/content/pt-br/books/fdp-primer/editor-config/_index.adoc +++ b/documentation/content/pt-br/books/fdp-primer/editor-config/_index.adoc @@ -1,322 +1,322 @@ --- description: 'Configuração usada nos editores de textos do Projeto de Documentação do FreeBSD' next: books/fdp-primer/trademarks path: /books/fdp-primer/editor-config/ prev: books/fdp-primer/writing-style showBookMenu: 'true' tags: ["editor", "configuration", "vim", "emacs", "FreeBSD"] title: 'Capítulo 13. Configuração do Editor' weight: 13 --- [[editor-config]] = Configuração do Editor :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 13 :partnums: :source-highlighter: rouge :experimental: :images-path: books/fdp-primer/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] Ajustar a configuração do editor de texto pode tornar o trabalho nos arquivos da documentação mais rápido e fácil, além de ajudar os documentos a ficarem em conformidade com as diretrizes do projeto. [[editor-config-vim]] == Vim -Instale o package:editors/vim[] e em seguida siga as instruções em crossref:editor-config[editor-config-vim-config]. Usuários mais avançados podem usar um linter mais adequado como o link:https://github.com/dense-analysis/ale[Ale] que também pode atuar como um link:https://langserver.org/[Protocolo de Servidor de Idiomas] do Vim. +Instale o package:editors/vim[] e em seguida siga as instruções em crossref:editor-config[editor-config-vim-config, Uso]. Usuários mais avançados podem usar um linter mais adequado como o link:https://github.com/dense-analysis/ale[Ale] que também pode atuar como um link:https://langserver.org/[Protocolo de Servidor de Idiomas] do Vim. [[editor-config-vim-use]] === Uso Os escritores de páginas de manuais podem usar os seguintes atalhos de teclado para reformatar: * Pressione kbd:[P] para reformatar parágrafos ou texto selecionado no modo Visual. * Pressione kbd:[T] para substituir grupos de oito espaços por um tab. Um linter chamado link:https://vale.sh[Vale] foi adicionado para verificar erros gramaticais e cosméticos nos documentos. O Vale possui suporte para diversos editores e IDEs. O Vale já é instalado como uma dependência do package:textproc/docproj[] meta-port. Caso contrário, instale package:textproc/vale[] com: [source, console] .... $ pkg install vale .... Instale o link:https://github.com/dense-analysis/ale[Ale] para intergrar o package:textproc/vale[] com o package:editors/vim[]. [source, console?prompt=%] .... % mkdir -p ~/.vim/pack/vendor/start % git clone --depth 1 https://github.com/dense-analysis/ale.git ~/.vim/pack/vendor/start/ale .... Os usuários que estão usando gerenciadores de plug-in no package:editors/vim[] não precisam dos passos acima e devem seguir as instruções do próprio gerenciador de plug-in para instalar o link:https://github.com/dense-analysis/ale[Ale]. Neste momento devido a um bug no link:https://vale.sh[Vale] é necessário copiar a configuração do link:https://vale.sh[Vale] para o diretório home. Considerando que o repositório foi clonado em [.filename]#~/doc# da seguinte forma: [source, console?prompt=%] .... % cp -R ~/doc/.vale* ~/ .... [[editor-config-vim-config]] === Configuração Edite o [.filename]#~/.vimrc#, adicionando estas linhas ao final do arquivo: [source.programlisting, viml] .`~/.vimrc` .... if has("autocmd") au BufNewFile,BufRead *.adoc call Set_ADOC() au BufNewFile,BufRead *.[1-9] call Set_MAN() endif " has(autocmd) function Set_Highlights() "match ExtraWhitespace /^\s* \s*\|\s\+$/ return 0 endfunction " Set_Highlights_Adoc() function Set_Highlights_MAN() highlight default link OverLength ErrorMsg match OverLength /\%71v.\+/ return 0 endfunction " Set_Highlights_MAN() function ShowSpecial() setlocal list listchars=tab:>>,trail:*,eol:$ hi def link nontext ErrorMsg return 0 endfunction " ShowSpecial() function Set_COMMON() setlocal number setlocal shiftwidth=2 setlocal tabstop=8 setlocal softtabstop=2 setlocal formatprg="fmt -p" setlocal autoindent setlocal smartindent call ShowSpecial() call Set_Highlights() return 0 endfunction " Set_COMMON() function Set_ADOC() setlocal syntax=asciidoc setlocal filetype=asciidoc call Set_COMMON() return 0 endfunction " Set_ADOC() function Set_MAN() setlocal syntax=man setlocal filetype=man setlocal textwidth=70 " Rewrap paragraphs noremap P gqj " Replace spaces with tabs noremap T :s/ /\t/ call Set_COMMON() call Set_Highlights_MAN() return 0 endfunction " Set_Man() let g:ale_fixers = { \ '*': ['remove_trailing_lines', 'trim_whitespace'], \} let g:ale_linters = { \ 'asciidoc': ['vale'], \} let g:ale_fix_on_save = 1 .... [IMPORTANT] ====== A configuração acima removerá automaticamente a linha final, o espaço final e vários espaços que podem exibir alterações indesejadas adicionais na saída do `git diff`. Nesses casos, mencione isso adequadamente no log de commit. ====== [[editor-config-emacs]] == Emacs Instale-o a partir de package:editors/emacs[] ou package:editors/emacs-devel[]. [[editor-config-emacs-igor]] === Revisão Automatizada com Flycheck e Igor O pacote link:https://www.flycheck.org/[Flycheck] está disponível no link:https://melpa.org/[Emacs Lisp Package Archive da Milkypostman] (MELPA). Se a MELPA ainda não estiver nos repositórios de pacotes do Emacs, ele pode ser adicionado executando [source, emacs-lisp] .... (add-to-list 'package-archives '("melpa" . "http://stable.melpa.org/packages/") t) .... Adicione a linha ao arquivo de inicialização do Emacs (qualquer um deles, [.filename]#~/.emacs#, [.filename]#~/.emacs.el#, ou [.filename]#~.emacs.d/init.el#) para tornar esta alteração permanente. Para instalar o Flycheck, execute [source, emacs-lisp] .... (package-install 'flycheck) .... Crie um verificador Flycheck para package:textproc/igor[] executando [source, emacs-lisp] .... (flycheck-define-checker igor "FreeBSD Documentation Project sanity checker. See URLs https://www.freebsd.org/docproj/ and http://www.freshports.org/textproc/igor/." :command ("igor" "-X" source-inplace) :error-parser flycheck-parse-checkstyle :modes (nxml-mode) :standard-input t) (add-to-list 'flycheck-checkers 'igor 'append) .... Novamente, adicione essas linhas ao arquivo de inicialização do Emacs para tornar as mudanças permanentes. [[editor-config-emacs-specifc]] === Configurações Específicas da Documentação do FreeBSD Para aplicar configurações específicas para o projeto de documentação do FreeBSD, crie o arquivo [.filename]#.dir-locals.el# no diretório raiz do repositório de documentação e adicione estas linhas ao arquivo: [source, emacs-lisp] .... ;;; Directory Local Variables ;;; For more information see (info "(emacs) Directory Variables") ((nxml-mode (eval . (turn-on-auto-fill)) (fill-column . 70) (eval . (require 'flycheck)) (eval . (flycheck-mode 1)) (flycheck-checker . igor) (eval . (add-to-list 'rng-schema-locating-files "~/.emacs.d/schema/schemas.xml")))) .... [[editor-config-nano]] == nano Instale o aplicativo package:editors/nano[]. [[editor-config-nano-config]] === Configuração Atualmente não há arquivo de highlight de sintaxe adoc/asciidoc com distribuição nano. Então vamos criar um do zero e usar um editor para criar um novo arquivo ou adicionar linhas no [.filename]#~/.nanorc# com este conteúdo: [source] .`~/.nanorc` .... syntax "asciidoc" "\.(adoc|asc|asciidoc)$" # main header color red "^====+$" # h1 color red "^==[[:space:]].*$" color red "^----+$" # h2 color magenta "^===[[:space:]].*$" color magenta "^~~~~+$" # h4 color green "^====[[:space:]].*$" color green "^\^\^\^\^+$" # h5 color brightblue "^=====[[:space:]].*$" color brightblue "^\+\+\+\++$" # attributes color brightgreen ":.*:" color brightred "\{[a-z0-9]*\}" color red "\\\{[a-z0-9]*\}" color red "\+\+\+\{[a-z0-9]*\}\+\+\+" # Paragraph Title color yellow "^\..*$" # source color magenta "^\[(source,.+|NOTE|TIP|IMPORTANT|WARNING|CAUTION)\]" # Other markup color yellow ".*[[:space:]]\+$" color yellow "_[^_]+_" color yellow "\*[^\*]+\*" color yellow "\+[^\+]+\+" color yellow "`[^`]+`" color yellow "\^[^\^]+\^" color yellow "~[^~]+~" color yellow "'[^']+'" color cyan "`{1,2}[^']+'{1,2}" # bullets color brightmagenta "^[[:space:]]*[\*\.-]{1,5}[[:space:]]" # anchors color brightwhite "\[\[.*\]\]" color brightwhite "<<.*>>" # trailing whitespace color ,blue "[[:space:]]+$" # multiples of eight spaces at the start a line # (after zero or more tabs) should be a tab color ,blue "^([TAB]*[ ]{8})+" # tabs after spaces color ,yellow "( )+TAB" # highlight indents that have an odd number of spaces color ,red "^(([ ]{2})+|(TAB+))*[ ]{1}[^ ]{1}" .... Processe o arquivo para criar guias incorporadas: [source, console?prompt=%] .... % perl -i'' -pe 's/TAB/\t/g' ~/.nanorc .... [[editor-config-nano-use]] === Uso Especifique opções úteis adicionais ao executar o editor: [source, console?prompt=%] .... % nano -AKipwz -T8 _index.adoc .... Usuários do man:csh[1] podem definir um alias em [.filename]#~/.cshrc# para automatizar estas opções: [source, shell] .... alias nano "nano -AKipwz -r 70 -T8" .... Depois que o alias é definido, as opções serão adicionadas automaticamente: [source, console?prompt=%] .... % nano _index.adoc .... diff --git a/documentation/content/zh-cn/books/handbook/users/_index.adoc b/documentation/content/zh-cn/books/handbook/users/_index.adoc index 0636e929c5..3b0ebc9754 100644 --- a/documentation/content/zh-cn/books/handbook/users/_index.adoc +++ b/documentation/content/zh-cn/books/handbook/users/_index.adoc @@ -1,503 +1,503 @@ --- title: 第 14 章 用户和基本的帐户管理 part: 部分 III. 系统管理 prev: books/handbook/boot next: books/handbook/security showBookMenu: true weight: 18 path: "/books/handbook/users/" --- [[users]] = 用户和基本的帐户管理 :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 14 :partnums: :source-highlighter: rouge :experimental: :images-path: books/handbook/users/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[users-synopsis]] == 概述 FreeBSD允许多个用户同时使用计算机. 当然,这些用户中不是很多人同时坐在同一台计算机前. ,而是其他用户可以通过网络来使用同一台计算机以完成他们的工作.要使用系统,每个人都应该有一个帐户. 读完这章，您将了解到: * 在一个FreeBSD系统上不同用户帐户之间的区别. * 如何添加用户帐户. * 如何删除用户帐户. * 如何改变帐户细节，如用户的全名，或首选的shell. * 如何在每个帐户基础上设置限制，来控制像内存，CPU时钟这样的资源. * 如何使用组来使帐户管理更容易. 在阅读这章之前，您应当了解: * 了解UNIX(R)和FreeBSD的基础知识 (crossref:basics[basics,UNIX 基础]). [[users-introduction]] == 介绍 所有访问系统的用户都是通过帐户完成的，所以用户和帐户管理是FreeBSD系统不可或缺的重要部分. 每个FreeBSD系统的帐户都有一些和它相对应的信息去验证它. 用户名:: 用户名在``login:`` 提示符的后面键入。 用户名对于一台计算机来讲是唯一的； 您不可以使用两个相同的用户名来登录。 有很多用来创建正确用户名的规则， 具体请参考 man:passwd[5]； 您使用的用户名通常需要8个或更少的小写字母。 口令:: 每个帐户都有一个口令与它对应。 口令可以是空的， 这样不需要口令就可以访问系统。 这通常不是一个好主意； 每个帐户都应该有口令。 用户 ID (UID):: UID是系统用来识别用户的数字，传统上它的范围是0到65536之间，用以唯一地标识用户。 FreeBSD在内部使用UID来识别用户 - 在工作以前。 任何允许您指定一个用户名的 FreeBSD 命令都会把它转换成UID。 这意味着您可以用不同的用户名使用多个帐户， 但它们的UID是一样的。 FreeBSD 会把这些帐户认定是同一个用户。 组ID (GID):: GID是用来识别用户所在的组的， 传统上范围在0到65536之间的数字。 组是一种基于用户GID而不是它们的UID的用来控制用户访问资源的机制。 这可以减少一些配置文件的大小。 一个用户也可以属于多个组。 登录类:: 登录类是对组机制的扩展,当把系统分配给不同用户时,它提供了额外的灵活性. 口令的定期更改:: 默认情况下， FreeBSD 并不强制用户去改变他们的口令。 您可以以用户为单位强制要求一些或所有的用户定期改变他们的口令。 帐户的到期时间:: 默认情况下 FreeBSD 不会自动完成帐户过期操作。 如果您正在创建帐户， 您应该知道一个帐户的有效使用期限。 例如， 在学校里您会为每个学生建立一个帐户， 您可以指定它们何时过期。 帐户过期后， 虽然帐户的目录和文件仍然存在， 但帐户已经不能继续使用了。 用户的全名:: 用户名可以唯一地识别FreeBSD的帐户， 但它不会反映用户的全名。 这些信息可能与帐户是相关的。 主目录:: 主目录是用户用来启动的目录的完全路径。 一个通常的规则是把所有用户的主目录都放在 [.filename]#/home/username# 下，或者 [.filename]#/usr/home/username# 下。 用户将把他们的个人文件放在自己的主目录下， 他们可以在那里创建任何目录. 用户 shell:: Shell提供了用户用来操作系统的默认环境。 有很多不同的shell， 有经验的用户会根据他们的经验来选择自己喜好的shell。 有三种类型的帐户: <>， <>， 以及 <>。 超级用户帐户通常叫做 `root`， 可以没有限制地管理系统。 系统用户运行服务。 最后， 普通用户给那些登录系统以及阅读邮件的人使用。 [[users-superuser]] == 超级用户帐户 超级用户帐户， 通常叫做 `root`， 可以重新配置和管理系统， 在收发邮件， 系统检查或编程这样的日常工作中， 尽量不要使用root权限。 这是因为不象普通用户帐户， 超级用户能够无限制地操作系统， 超级用户帐户的滥用可能会引起无法想象的灾难。 普通的用户帐户不会由于出错而破坏系统， 所以要尽可能的使用普通帐户， 除非您需要额外的特权。 在使用超级用户命令时要再三检查， 因为一个额外的空格或缺少某个字符的命令都可能会引起数据丢失。 所以， 在阅读完这章后您第一件要做的事就是， 在平时使用的时候， 创建一个没有特权的用户帐户。 无论您使用的是单用户还是多用户系统这样的申请都是相同的。 在这章的后面， 我们将讨论如何创建一个额外的帐户和如何在普通用户和超级用户之间进行切换。 [[users-system]] == 系统帐户 系统用户是那些要使用诸如DNS、 邮件， web等服务的用户。 使用帐户的原因就是安全； 如果所有的用户都由超级用户来运行， 那它们就可以不受约束地做任何事情。 典型的系统帐户包括 `daemon`、 `operator`、 `bind` (供 域名服务 使用)、 `news`， 以及 `www`。 `nobody` 是普通的没有特权的系统用户。 然而， 大多数与用户联系很密切的服务是使用 ``nobody``的， 记的这点非常重要， 这样可能使用户变的非常有特权。 [[users-user]] == 用户帐户 用户帐户是让真实的用户访问系统的主要方式， 这些帐户把用户和环境隔离， 能阻止用户损坏系统和其他用户， 在不影响其他用户的情况之下定制自己的环境。 任何人访问您的系统必须要有他们自己唯一的帐户。 这可以让您找到谁做了什么事， 并且阻止人们破坏其他用户的设置和阅读其他人的邮件等等。 每个用户能够设置他们自己的环境， 以利于他们通过改变shell， 编辑器， 键盘绑定和语言等适应并且更好的使用这个系统。 [[users-modifying]] == 修改帐户 在UNIX(R) 的处理用户帐户的环境中有很多不同的命令可用. 最普通的命令如下， 接下来是详细使用它们的例子。 [.informaltable] [cols="1,1", frame="none", options="header"] |=== | 命令 | 摘要 |man:adduser[8] |在命令行添加新用户. |man:rmuser[8] |在命令行删除用户. |man:chpass[1] |一个灵活的用于修改用户数据库信息的工具. |man:passwd[1] |一个用于修改用户口令的简单的命令行工具. |man:pw[8] |一个强大灵活修改用户帐户的工具. |=== [[users-adduser]] === `添加用户` man:adduser[8] 是一个简单的添加新用户的命令. 它为用户创建 [.filename]#passwd# 和 [.filename]#group# 文件。 它也为新用户创建一个主目录， 之后， 它会复制一组默认的配置文件 ("dotfiles") 从 [.filename]#/usr/shared/skel# 这个目录， 然后给新用户发送一封带欢迎信息的邮件。 .在 FreeBSD 中添加一个新用户 [example] ==== [source,shell] .... # adduser Username: jru Full name: J. Random User Uid (Leave empty for default): Login group [jru]: Login group is jru. Invite jru into other groups? []: wheel Login class [default]: Shell (sh csh tcsh zsh nologin) [sh]: zsh Home directory [/home/jru]: Home directory permissions (Leave empty for default): Use password-based authentication? [yes]: Use an empty password? (yes/no) [no]: Use a random password? (yes/no) [no]: Enter password: Enter password again: Lock out the account after creation? [no]: Username : jru Password : **** Full Name : J. Random User Uid : 1001 Class : Groups : jru wheel Home : /home/jru Shell : /usr/local/bin/zsh Locked : no OK? (yes/no): yes adduser: INFO: Successfully added (jru) to the user database. Add another user? (yes/no): no Goodbye! # .... ==== [NOTE] ==== 您输入的口令并不会回显到屏幕上， 此外系统也不会显示星号。 请务必确保没有输错口令。 ==== [[users-rmuser]] === `删除用户` 您可以使用man:rmuser[8] 从系统中完全删除一个用户. man:rmuser[8] 执行如下步骤: [.procedure] ==== . 删除用户的 man:crontab[1] 记录 (如果有的话). . 删除属于用户的man:at[1] 工作. . 杀掉属于用户的所有进程. . 删除本地口令文件中的用户. . 删除用户的主目录 (如果他有自己的主目录). . 删除来自 [.filename]##/var/mail##属于用户的邮件. . 删除所有诸如 [.filename]##/tmp##的临时文件存储区中的文件. . 最后, 删除 [.filename]##/etc/group##中所有属于组的该用户名. + [NOTE] ====== 如果一个组变成空，而组名和用户名一样,组将被删除. man:adduser[8]命令建立每个用户唯一的组. ====== ==== man:rmuser[8] 不能用来删除超级用户的帐户, 因为那样做是对系统极大的破坏. 默认情况下, 使用交互模式, 这样能够让您清楚的知道您在做什么. .`删除用户` 交互模式下的帐户删除 [example] ==== [source,shell] .... # rmuser jru Matching password entry: jru:*:1001:1001::0:0:J. Random User:/home/jru:/usr/local/bin/zsh Is this the entry you wish to remove? y Remove user's home directory (/home/jru)? y Updating password file, updating databases, done. Updating group file: trusted (removing group jru -- personal group is empty) done. Removing user's incoming mail file /var/mail/jru: done. Removing files belonging to jru from /tmp: done. Removing files belonging to jru from /var/tmp: done. Removing files belonging to jru from /var/tmp/vi.recover: done. # .... ==== [[users-chpass]] === `chpass` man:chpass[1] 可以改变用户的口令, shells, 和包括个人信息在内的数据库信息. 只有系统管理员， 即超级用户， 才可以用 man:chpass[1] 改变其他用户口令和信息。 除了可选择的用户名， 不需要任何选项， man:chpass[1] 将显示一个包含用户信息的编辑器. 可以试图改变用户在数据库中的信息. [NOTE] ==== 如果您不是超级用户的话， 在退出编辑状态之后， 系统会询问您口令。 ==== .以超级用户交互执行 `chpass` 命令 [example] ==== [source,shell] .... #Changing user database information for jru. Login: jru Password: * Uid [#]: 1001 Gid [# or name]: 1001 Change [month day year]: Expire [month day year]: Class: Home directory: /home/jru Shell: /usr/local/bin/zsh Full Name: J. Random User Office Location: Office Phone: Home Phone: Other information: .... ==== 普通用户只能改变他们自己很少的一部分信息. .以普通用户交互执行 `chpass` 命令 [example] ==== [source,shell] .... #Changing user database information for jru. Shell: /usr/local/bin/zsh Full Name: J. Random User Office Location: Office Phone: Home Phone: Other information: .... ==== [NOTE] ==== -man:chfn[1] 和 man:chsh[1] 只是到 man:chpass[1] 的符号连接， 类似地， man:ypchpass[1], man:ypchfn[1] 以及 man:ypchsh[1] 也是这样。 NIS 是自动支持的， 不一定要在命令前指定 `yp`。 如果这让您有点不太明白， 不必担心， NIS 将在 crossref:network-servers[network-servers,] 介绍。 +man:chfn[1] 和 man:chsh[1] 只是到 man:chpass[1] 的符号连接， 类似地， man:ypchpass[1], man:ypchfn[1] 以及 man:ypchsh[1] 也是这样。 NIS 是自动支持的， 不一定要在命令前指定 `yp`。 如果这让您有点不太明白， 不必担心， NIS 将在 crossref:network-servers[network-servers,"?"] 介绍。 ==== [[users-passwd]] === `passwd命令` man:passwd[1] 是改变您自己作为一个普通用户口令或者作为超级用户口令常用的方法. [NOTE] ==== 用户改变口令前必须键入原来的口令, 防止用户离开终端时非授权的用户进入改变合法用户的口令。 ==== .改变您的口令 [example] ==== [source,shell] .... % passwd Changing local password for jru. Old password: New password: Retype new password: passwd: updating the database... passwd: done .... ==== .改变其他用户的口令同超级用户的一样 [example] ==== [source,shell] .... # passwd jru Changing local password for jru. New password: Retype new password: passwd: updating the database... passwd: done .... ==== [NOTE] ==== 就象 man:chpass[1]一样, man:yppasswd[1] 只是一个到 man:passwd[1]的连接, 所以NIS用任何一个命令都可以正常工作. ==== [[users-pw]] === `pw命令` man:pw[8] 是一个用来创建、删除、修改、显示用户和组的命令行工具。 它还有系统用户和组文件编辑器的功能。 man:pw[8] 有一个非常强大的命令行选项设置， 但新用户可能会觉得它比这里讲的其它命令要复杂很多。 [[users-limiting]] == 限制用户使用系统资源 如果您有一些用户， 并想要对他们所使用的系统资源加以限制， FreeBSD 提供了一些系统管理员限制用户访问系统资源的方法。 这些限制通常被分为两种: 磁盘配额， 以及其它资源限制。 磁盘配额限制用户对磁盘的使用， 而且它还提供一种快速检查用户使用磁盘数量而不需要时刻计算的方法。 配额将在 crossref:disks[quotas,文件系统配额]讨论. 其它资源限制包括CPU、 内存以及用户可能会使用的其它资源。 这些是通过对登录进行分类完成的， 下面将做讨论。 登录的类由 [.filename]#/etc/login.conf# 文件定义。 比较精确的描述超出了本章的范围， 但 man:login.conf[5] 联机手册会有比较详细的描述。 可以说每个用户都分配到一个登录类 (默认是 `defalut`)， 每个登录类都有一套和它相对应的功能。 登录功能是 `名字=值` 这样的一对值， 其中__名字__ 是一个众所周知的标识符， _值_ 是一个根据名字经过处理得到的任意字符串。 设置登录类和功能相当简单， 在 man:login.conf[5] 联机手册会有比较详细的描述。 [NOTE] ==== 系统并不直接读取 [.filename]#/etc/login.conf# 中的配置， 而是采用数据库文件 [.filename]#/etc/login.conf.db# 以提供更快的查找能力。 要从 [.filename]#/etc/login.conf# 文件生成 [.filename]#/etc/login.conf.db#， 应使用下面的命令： [source,shell] .... # cap_mkdb /etc/login.conf .... ==== 资源限制与普通登录限制是有区别的。 首先， 对于每种限制， 有软限制 (比较常见) 和硬限制之分。 一个软限制可能被用户调整过， 但不会超过硬限制。 越往后可能越低， 但不会升高。 其次， 绝大多数资源限制会分配特定用户的每个进程， 而不是该用户的全部进程。 注意， 这些区别是资源限制的特殊操作所规定的， 不是登录功能框架的完成 (也就是说, 他们__实际上__ 不是一个登录功能的特例)。 不再罗嗦了， 下面是绝大多数资源限制的例子 (您可以在 man:login.conf[5] 找到其它与登录功能相关的内容)。 `coredumpsize`:: 很明显， 由程序产生的核心文件大小的限制在磁盘使用上是属于其它限制的 (例如， `文件大小`， 磁盘配额)。 不过， 由于用户自己无法产生核心文件， 而且通常并不删除它们， 设置这个可以尽量避免由于一个大型应用程序的崩溃所造成的大量磁盘空间的浪费。 (例如, emacs) 崩溃。 `cputime`:: 这是一个用户进程所能消耗的最长 CPU 时间。 违反限制的进程， 将被内核杀掉。 + [NOTE] ==== 这是一个有关CPU消耗的__时钟__ 限制, 不是man:top[1] 和 man:ps[1] 命令时屏幕上显示的CPU消耗的百分比。 在写此说明时， 后者的限制是不太可能和没有价值的： 编译器 - 编译一个可能是合法的工作 - 可以在某一时刻轻易的用掉 100% 的 CPU。 ==== `filesize`:: 这是用户可以处理一个文件的最大值。 不象 crossref:disks[quotas,磁盘配额]， 这个限制是对单个文件强制执行的， 不是用户自己的所有文件。 `maxproc`:: 这是一个用户可以运行的最大进程数。 这包括前台和后台进程。 很明显， 这不可能比系统指定 `kern.maxproc` man:sysctl[8] 的限制要大。 同时也要注意， 设置的过小会妨碍用户的处理能力： 可能需要多次登录或执行多个管道。 一些任务， 例如编译一些大的程序， 也可能会产生很多进程 (例如， man:make[1]， man:cc[1] 以及其它一些预处理程序)。 `memorylocked`:: 这是一个进程允许锁到主存中的最大内存容量 (参见 man:mlock[2])。 大型程序， 例如像 man:amd[8] 在遇到问题时， 它们得到的巨大交换量无法传递给系统进行处理。 `memoryuse`:: 这是在给定时间内一个进程可能消耗的最大内存数量。 它包括核心内存和交换内存。 在限制内存消耗方面， 这不是一个完全的限制，但它是一个好的开始。 `openfiles`:: 这是一个进程可以打开的最大文件数。 在FreeBSD中， 文件可以被表现为套接字和IPC通道； 注意不要把这个数设置的太小。 系统级的限制是由 `kern.maxfiles` 定义的， 详情参见 man:sysctl[8]。 `sbsize`:: 这是网络内存数量的限制， 这主要是针对通过创建许多套接字的老式 DoS 攻击的， 但也可以用来限制网络通信。 `stacksize`:: 这是一个进程堆栈可能达到的最大值。 它不能单独的限制一个程序可能使用的内存数量； 所以， 需要与其它的限制手段配合使用。 在设置资源限制时， 有一些其他的事需要注意。 下面是一些通常的技巧、 建议和注意事项。 * 系统启动的进程[.filename]##/etc/rc##会被指派给 `守护程序` 的登录类. * 虽然 [.filename]#/etc/login.conf# 文件是一个对绝大多数限制做合理配置的资源文件， 但只有您也就是系统管理员，才知道什么最适合您的系统。 设置的太高可能会因为过于开放而导致系统被滥用， 而设置过低， 则可能降低效率。 * 使用 X Window 的用户可能要比其他用户使用更多的资源。 因为X11本身就使用很多资源， 而且它鼓励用户同时运行更多的程序。 * 务必注意， 许多限制措施是针对单个进程来实施的， 它们并不限制某一用户所能用到的总量。 例如， 将 `openfiles` 设置为 50 表示以该用户身份运行的进程最多只能打开 50 个文件。 因而， 用户实际可以打开的文件总数就应该是 `maxproc` 和 `openfiles` 值的乘积。 对内存用量的限额与此类似。 有关资源限制,登录类的更深入信息可以查看相关联机手册: man:cap.mkdb[1], man:getrlimit[2], man:login.conf[5]. [[users-groups]] == 组 组简单的讲就是一个用户列表. 组通过组名和GID (组 ID) 来识别。 在 FreeBSD (以及绝大多数其他 UNIX(R) 系统) 中， 内核用以决定一个进程是能够完成一项动作的两个因素是它所属的用户 ID 和组 ID。 与用户 ID 不同， 每个进程都有一个和它相关联的组的列表。 您可能听说过用户或进程的 "组 ID"； 大多数情况下， 这表示列表中的第一个组。 与组ID对应的组名在[.filename]##/etc/group##中。 这是一个由冒号来界定的文本文件。 第一部分是组名， 第二部分是加密后的口令， 第三部分是组ID， 第四部分是以逗号相隔的成员列表。 它可以用手工方式进行编辑 (当然， 如果您能保证不出语法错误的话！)。 对于更完整的语法描述， 参见 man:group[5] 联机手册. 如果不想手工编辑 [.filename]#/etc/group#， 也可以使用 man:pw[8] 添加和编辑组。 例如， 要添加一个叫 `teamtwo` 的组， 确定它存在： .使用man:pw[8]添加一个组 [example] ==== [source,shell] .... # pw groupadd teamtwo # pw groupshow teamtwo teamtwo:*:1100: .... ==== 上面的数字 `1100` 是组 `teamtwo` 的组 ID。 目前， `teamtwo` 还没有成员， 因此也就没有多大用处。 接下来， 把 `jru` 加入到 `teamtwo` 组。 .使用 man:pw[8] 设置组的成员列表 [example] ==== [source,shell] .... # pw groupmod teamtwo -M jru # pw groupshow teamtwo teamtwo:*:1100:jru .... ==== `-M` 所需的参数是一个用逗号分隔的组中将要成为成员的用户列表。 前面我们已经知道， 口令文件中， 每个用户已经指定了一个所属组。 之后用户被自动地添加到组列表里； 当我们使用 `groupshow` 命令时 man:pw[8] 用户列表不被显示出来。 但当通过 man:id[1] 或者类似工具查看时， 就会看到用户列表。 换言之， man:pw[8] 命令只能读取 [.filename]#/etc/group# 文件； 它从不尝试从 [.filename]#/etc/passwd# 文件读取更多信息。 .使用 man:pw[8] 为组添加新的成员 [example] ==== [source,shell] .... # pw groupmod teamtwo -m db # pw groupshow teamtwo teamtwo:*:1100:jru,db .... ==== `-m` 选项的参数是一个由逗号分隔的即将被添加进组的用户列表。 与先前那个例子的不同之处在于， 这个列表中的用户将被添加进组而非取代组中的现有用户。 .使用man:id[1]来决定组成员 [example] ==== [source,shell] .... % id jru uid=1001(jru) gid=1001(jru) groups=1001(jru), 1100(teamtwo) .... ==== 正如您所看到的， `jru` 是组 `jru` 和组 ``teamtwo``的成员. 有关man:pw[8]的更多信息， 请参看其它联机手册。 更多的关于 [.filename]#/etc/group# 文件格式的信息， 请参考 man:group[5] 联机手册。 diff --git a/documentation/content/zh-tw/books/porters-handbook/plist/_index.adoc b/documentation/content/zh-tw/books/porters-handbook/plist/_index.adoc index fbf74d8e4c..fdf2f53d93 100644 --- a/documentation/content/zh-tw/books/porters-handbook/plist/_index.adoc +++ b/documentation/content/zh-tw/books/porters-handbook/plist/_index.adoc @@ -1,703 +1,703 @@ --- title: Chapter 8. Advanced pkg-plist Practices prev: books/porters-handbook/flavors next: books/porters-handbook/pkg-files description: Advanced pkg-plist Practices tags: ["pkg-plist", "practices", "configuration"] showBookMenu: true weight: 8 path: "/books/porters-handbook/plist/" --- [[plist]] = Advanced pkg-plist Practices :doctype: book :toc: macro :toclevels: 1 :icons: font :sectnums: :sectnumlevels: 6 :sectnumoffset: 8 :partnums: :source-highlighter: rouge :experimental: :images-path: books/porters-handbook/ ifdef::env-beastie[] ifdef::backend-html5[] :imagesdir: ../../../../images/{images-path} endif::[] ifndef::book[] include::shared/authors.adoc[] include::shared/mirrors.adoc[] include::shared/releases.adoc[] include::shared/attributes/attributes-{{% lang %}}.adoc[] include::shared/{{% lang %}}/teams.adoc[] include::shared/{{% lang %}}/mailing-lists.adoc[] include::shared/{{% lang %}}/urls.adoc[] toc::[] endif::[] ifdef::backend-pdf,backend-epub3[] include::../../../../../shared/asciidoctor.adoc[] endif::[] endif::[] ifndef::env-beastie[] toc::[] include::../../../../../shared/asciidoctor.adoc[] endif::[] [[plist-sub]] == Changing pkg-plist Based on Make Variables Some ports, particularly the `p5-` ports, need to change their [.filename]#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 [.filename]#pkg-plist# of `%%OSREL%%`, `%%PERL_VER%%`, and `%%PERL_VERSION%%` will be substituted appropriately. The value of `%%OSREL%%` is the numeric revision of the operating system (for example, `4.9`). `%%PERL_VERSION%%` and `%%PERL_VER%%` is the full version number of `perl` (for example, `5.8.9`). Several other `%%_VARS_%%` related to port's documentation files are described in crossref:makefiles[install-documentation,the relevant section]. To make other substitutions, set `PLIST_SUB` with a list of `_VAR=VALUE_` pairs and instances of `%%_VAR_%%` will be substituted with _VALUE_ in [.filename]#pkg-plist#. For instance, if a port installs many files in a version-specific subdirectory, use a placeholder for the version so that [.filename]#pkg-plist# does not have to be regenerated every time the port is updated. For example, set: [.programlisting] .... OCTAVE_VERSION= ${PORTREVISION} PLIST_SUB= OCTAVE_VERSION=${OCTAVE_VERSION} .... in the [.filename]#Makefile# and use `%%OCTAVE_VERSION%%` wherever the version shows up in [.filename]#pkg-plist#. When the port is upgraded, it will not be necessary to edit dozens (or in some cases, hundreds) of lines in [.filename]#pkg-plist#. If files are installed conditionally on the options set in the port, the usual way of handling it is prefixing [.filename]#pkg-plist# lines with a `%%OPT%%` for lines needed when the option is enabled, or `%%NO_OPT%%` when the option is disabled, and adding `OPTIONS_SUB=yes` to the [.filename]#Makefile#. See crossref:makefiles[options_sub,`OPTIONS_SUB`] for more information. For instance, if there are files that are only installed when the `X11` option is enabled, and [.filename]#Makefile# has: [.programlisting] .... OPTIONS_DEFINE= X11 OPTIONS_SUB= yes .... In [.filename]#pkg-plist#, put `%%X11%%` in front of the lines only being installed when the option is enabled, like this : [.programlisting] .... %%X11%%bin/foo-gui .... This substitution will be done between the `pre-install` and `do-install` targets, by reading from [.filename]#PLIST# and writing to [.filename]#TMPPLIST# (default: [.filename]#WRKDIR/.PLIST.mktmp#). So if the port builds [.filename]#PLIST# on the fly, do so in or before `pre-install`. Also, if the port needs to edit the resulting file, do so in `post-install` to a file named [.filename]#TMPPLIST#. Another way of modifying a port's packing list is based on setting the variables `PLIST_FILES` and `PLIST_DIRS`. The value of each variable is regarded as a list of pathnames to write to [.filename]#TMPPLIST# along with [.filename]#PLIST# contents. While names listed in `PLIST_FILES` and `PLIST_DIRS` are subject to `%%_VAR_%%` substitution as described above, it is better to use the `${_VAR_}` directly. Except for that, names from `PLIST_FILES` will appear in the final packing list unchanged, while `@dir` will be prepended to names from `PLIST_DIRS`. To take effect, `PLIST_FILES` and `PLIST_DIRS` must be set before [.filename]#TMPPLIST# is written, that is, in `pre-install` or earlier. From time to time, using `OPTIONS_SUB` is not enough. In those cases, adding a specific `_TAG_` to `PLIST_SUB` inside the [.filename]#Makefile# with a special value of `@comment`, makes package tools to ignore the line. For instance, if some files are only installed when the `X11` option is on and the architecture is `i386`: [.programlisting] .... .include .if ${PORT_OPTIONS:MX11} && ${ARCH} == "i386" PLIST_SUB+= X11I386="" .else PLIST_SUB+= X11I386="@comment " .endif .... [[plist-cleaning]] == Empty Directories [[plist-dir-cleaning]] === Cleaning Up Empty Directories When being de-installed, a port has to remove empty directories it created. Most of these directories are removed automatically by man:pkg[8], but for directories created outside of [.filename]#${PREFIX}#, or empty directories, some more work needs to be done. This is usually accomplished by adding `@dir` lines for those directories. Subdirectories must be deleted before deleting parent directories. [.programlisting] .... [...] @dir /var/games/oneko/saved-games @dir /var/games/oneko .... [[plist-dir-empty]] === Creating Empty Directories Empty directories created during port installation need special attention. They must be present when the package is created. If they are not created by the port code, create them in the [.filename]#Makefile#: [.programlisting] .... post-install: ${MKDIR} ${STAGEDIR}${PREFIX}/some/directory .... Add the directory to [.filename]#pkg-plist# like any other. For example: [.programlisting] .... @dir some/directory .... [[plist-config]] == Configuration Files If the port installs configuration files to [.filename]#PREFIX/etc# (or elsewhere) do _not_ list them in [.filename]#pkg-plist#. That will cause `pkg delete` to remove files that have been carefully edited by the user, and a re-installation will wipe them out. Instead, install sample files with a [.filename]#filename.sample# extension. The `@sample` macro automates this, see <> for what it does exactly. For each sample file, add a line to [.filename]#pkg-plist#: [.programlisting] .... @sample etc/orbit.conf.sample .... If there is a very good reason not to install a working configuration file by default, only list the sample filename in [.filename]#pkg-plist#, without the `@sample` followed by a space part, and add a crossref:pkg-files[porting-message,message] pointing out that the user must copy and edit the file before the software will work. [TIP] ==== When a port installs its configuration in a subdirectory of [.filename]#${PREFIX}/etc#, use `ETCDIR`, which defaults to `${PREFIX}/etc/${PORTNAME}`, it can be overridden in the ports [.filename]#Makefile# if there is a convention for the port to use some other directory. The `%%ETCDIR%%` macro will be used in its stead in [.filename]#pkg-plist#. ==== [NOTE] ==== The sample configuration files should always have the [.filename]#.sample# suffix. If for some historical reason using the standard suffix is not possible, or if the sample files come from some other directory, use this construct: [.programlisting] .... @sample etc/orbit.conf-dist etc/orbit.conf .... or [.programlisting] .... @sample %%EXAMPLESDIR%%/orbit.conf etc/orbit.conf .... The format is `@sample _sample-file actual-config-file_`. ==== [[plist-dynamic]] == Dynamic Versus Static Package List A _static package list_ is a package list which is available in the Ports Collection either as [.filename]#pkg-plist# (with or without variable substitution), or embedded into the [.filename]#Makefile# via `PLIST_FILES` and `PLIST_DIRS`. Even if the contents are auto-generated by a tool or a target in the Makefile _before_ the inclusion into the Ports Collection by a committer (for example, using `make makeplist`), this is still considered a static list, since it is possible to examine it without having to download or compile the distfile. A _dynamic package list_ is a package list which is generated at the time the port is compiled based upon the files and directories which are installed. It is not possible to examine it before the source code of the ported application is downloaded and compiled, or after running a `make clean`. While the use of dynamic package lists is not forbidden, maintainers should use static package lists wherever possible, as it enables users to man:grep[1] through available ports to discover, for example, which port installs a certain file. Dynamic lists should be primarily used for complex ports where the package list changes drastically based upon optional features of the port (and thus maintaining a static package list is infeasible), or ports which change the package list based upon the version of dependent software used. For example, ports which generate docs with Javadoc. [[plist-autoplist]] == Automated Package List Creation First, make sure the port is almost complete, with only [.filename]#pkg-plist# missing. Running `make makeplist` will show an example for [.filename]#pkg-plist#. The output of `makeplist` must be double checked for correctness as it tries to automatically guess a few things, and can get it wrong. User configuration files should be installed as [.filename]#filename.sample#, as it is described in <>. [.filename]#info/dir# must not be listed and appropriate [.filename]#install-info# lines must be added as noted in the crossref:makefiles[makefile-info,info files] section. Any libraries installed by the port must be listed as specified in the crossref:special[porting-shlibs,shared libraries] section. [[plist-autoplist-regex]] === Expanding `PLIST_SUB` with Regular Expressions Strings to be replaced sometimes need to be very specific to avoid undesired replacements. This is a common problem with shorter values. To address this problem, for each `_PLACEHOLDER_=_value_`, a `PLACEHOLDER_regex=regex` can be set, with the `_regex_` part matching _value_ more precisely. [[plist-autoplist-regex-ex1]] .Using PLIST_SUB with Regular Expressions [example] ==== Perl ports can install architecture dependent files in a specific tree. On FreeBSD to ease porting, this tree is called `mach`. For example, a port that installs a file whose path contains `mach` could have that part of the path string replaced with the wrong values. Consider this [.filename]#Makefile#: [.programlisting] .... PORTNAME= Machine-Build DISTVERSION= 1 CATEGORIES= devel perl5 MASTER_SITES= CPAN PKGNAMEPREFIX= p5- MAINTAINER= perl@FreeBSD.org COMMENT= Building machine USES= perl5 USE_PERL5= configure PLIST_SUB= PERL_ARCH=mach .... The files installed by the port are: [.programlisting] .... /usr/local/bin/machine-build /usr/local/lib/perl5/site_perl/man/man1/machine-build.1.gz /usr/local/lib/perl5/site_perl/man/man3/Machine::Build.3.gz /usr/local/lib/perl5/site_perl/Machine/Build.pm /usr/local/lib/perl5/site_perl/mach/5.20/Machine/Build/Build.so .... Running `make makeplist` wrongly generates: [.programlisting] .... bin/%%PERL_ARCH%%ine-build %%PERL5_MAN1%%/%%PERL_ARCH%%ine-build.1.gz %%PERL5_MAN3%%/Machine::Build.3.gz %%SITE_PERL%%/Machine/Build.pm %%SITE_PERL%%/%%PERL_ARCH%%/%%PERL_VER%%/Machine/Build/Build.so .... Change the `PLIST_SUB` line from the [.filename]#Makefile# to: [.programlisting] .... PLIST_SUB= PERL_ARCH=mach \ PERL_ARCH_regex=\bmach\b .... Now `make makeplist` correctly generates: [.programlisting] .... bin/machine-build %%PERL5_MAN1%%/machine-build.1.gz %%PERL5_MAN3%%/Machine::Build.3.gz %%SITE_PERL%%/Machine/Build.pm %%SITE_PERL%%/%%PERL_ARCH%%/%%PERL_VER%%/Machine/Build/Build.so .... ==== [[plist-keywords]] == Expanding Package List with Keywords All keywords can also take optional arguments in parentheses. The arguments are owner, group, and mode. This argument is used on the file or directory referenced. To change the owner, group, and mode of a configuration file, use: [.programlisting] .... @sample(games,games,640) etc/config.sample .... The arguments are optional. If only the group and mode need to be changed, use: [.programlisting] .... @sample(,games,660) etc/config.sample .... [WARNING] ==== If a keyword is used on an crossref:makefiles[makefile-options,optional] entry, it must to be added after the helper: [.programlisting] .... %%FOO%%@sample etc/orbit.conf.sample .... This is because the options plist helpers are used to comment out the line, so they need to be put first. See crossref:makefiles[options_sub,`OPTIONS_SUB`] for more information. ==== [[plist-keywords-desktop-file-utils]] === `@desktop-file-utils` Will run `update-desktop-database -q` after installation and deinstallation. _Never_ use directly, add crossref:uses[uses-desktop-file-utils,`USES=desktop-file-utils`] to the [.filename]#Makefile#. [[plist-keywords-fc]] === `@fc` _directory_ Add a `@dir` entry for the directory passed as an argument, and run `fc-cache -fs` on that directory after installation and deinstallation. [[plist-keywords-fcfontsdir]] === `@fcfontsdir` _directory_ Add a `@dir` entry for the directory passed as an argument, and run `fc-cache -fs`, `mkfontscale` and `mkfontdir` on that directory after installation and deinstallation. Additionally, on deinstallation, it removes the [.filename]#fonts.scale# and [.filename]#fonts.dir# cache files if they are empty. This keyword is equivalent to adding both <> and <>. [[plist-keywords-fontsdir]] === `@fontsdir` _directory_ Add a `@dir` entry for the directory passed as an argument, and run `mkfontscale` and `mkfontdir` on that directory after installation and deinstallation. Additionally, on deinstallation, it removes the [.filename]#fonts.scale# and [.filename]#fonts.dir# cache files if they are empty. [[plist-keywords-glib-schemas]] === `@glib-schemas` Runs `glib-compile-schemas` on installation and deinstallation. [[plist-keywords-info]] === `@info` _file_ Add the file passed as argument to the plist, and updates the info document index on installation and deinstallation. Additionally, it removes the index if empty on deinstallation. This should never be used manually, but always through `INFO`. See crossref:makefiles[makefile-info,Info Files] for more information. [[plist-keywords-kld]] === `@kld` _directory_ Runs `kldxref` on the directory on installation and deinstallation. Additionally, on deinstallation, it will remove the directory if empty. [[plist-keywords-rmtry]] === `@rmtry` _file_ Will remove the file on deinstallation, and not give an error if the file is not there. [[plist-keywords-sample]] === `@sample` _file_ [_file_] This is used to handle installation of configuration files, through example files bundled with the package. The "actual", non-sample, file is either the second filename, if present, or the first filename without the [.filename]#.sample# extension. This does three things. First, add the first file passed as argument, the sample file, to the plist. Then, on installation, if the actual file is not found, copy the sample file to the actual file. And finally, on deinstallation, remove the actual file if it has not been modified. See <> for more information. [[plist-keywords-shared-mime-info]] === `@shared-mime-info` _directory_ Runs `update-mime-database` on the directory on installation and deinstallation. [[plist-keywords-shell]] === `@shell` _file_ Add the file passed as argument to the plist. On installation, add the full path to _file_ to [.filename]#/etc/shells#, while making sure it is not added twice. On deinstallation, remove it from [.filename]#/etc/shells#. [[plist-keywords-terminfo]] === `@terminfo` Do not use by itself. -If the port installs [.filename]#*.terminfo# files, add crossref:uses[uses-terminfo,USES=terminfo] to its [.filename]#Makefile#. +If the port installs [.filename]#*.terminfo# files, add crossref:uses[uses-terminfo,`USES=terminfo`] to its [.filename]#Makefile#. On installation and deinstallation, if `tic` is present, refresh [.filename]#${PREFIX}/shared/misc/terminfo.db# from the [.filename]#*.terminfo# files in [.filename]#${PREFIX}/shared/misc#. [[plist-keywords-base]] === Base Keywords There are a few keywords that are hardcoded, and documented in man:pkg-create[8]. For the sake of completeness, they are also documented here. [[plist-keywords-base-empty]] ==== `@` [_file_] The empty keyword is a placeholder to use when the file's owner, group, or mode need to be changed. For example, to set the group of the file to `games` and add the setgid bit, add: [.programlisting] .... @(,games,2755) sbin/daemon .... [[plist-keywords-base-exec]] ==== `@preexec` _command_, `@postexec` _command_, `@preunexec` _command_, `@postunexec` _command_ Execute _command_ as part of the package installation or deinstallation process. `@preexec` _command_:: Execute _command_ as part of the [.filename]#pre-install# scripts. `@postexec` _command_:: Execute _command_ as part of the [.filename]#post-install# scripts. `@preunexec` _command_:: Execute _command_ as part of the [.filename]#pre-deinstall# scripts. `@postunexec` _command_:: Execute _command_ as part of the [.filename]#post-deinstall# scripts. If _command_ contains any of these sequences somewhere in it, they are expanded inline. For these examples, assume that `@cwd` is set to [.filename]#/usr/local# and the last extracted file was [.filename]#bin/emacs#. `%F`:: Expand to the last filename extracted (as specified). In the example case [.filename]#bin/emacs#. `%D`:: Expand to the current directory prefix, as set with `@cwd`. In the example case [.filename]#/usr/local#. `%B`:: Expand to the basename of the fully qualified filename, that is, the current directory prefix plus the last filespec, minus the trailing filename. In the example case, that would be [.filename]#/usr/local/bin#. `%f`:: Expand to the filename part of the fully qualified name, or the converse of `%B`. In the example case, [.filename]#emacs#. [IMPORTANT] ==== These keywords are here to help you set up the package so that it is as ready to use as possible. They _must not_ be abused to start services, stop services, or run any other commands that will modify the currently running system. ==== [[plist-keywords-base-mode]] ==== `@mode` _mode_ Set default permission for all subsequently extracted files to _mode_. Format is the same as that used by man:chmod[1]. Use without an arg to set back to default permissions (mode of the file while being packed). [IMPORTANT] ==== This must be a numeric mode, like `644`, `4755`, or `600`. It cannot be a relative mode like `u+s`. ==== [[plist-keywords-base-owner]] ==== `@owner` _user_ Set default ownership for all subsequent files to _user_. Use without an argument to set back to default ownership (`root`). [[plist-keywords-base-group]] ==== `@group` _group_ Set default group ownership for all subsequent files to _group_. Use without an arg to set back to default group ownership (`wheel`). [[plist-keywords-base-comment]] ==== `@comment` _string_ This line is ignored when packing. [[plist-keywords-base-dir]] ==== `@dir` _directory_ Declare directory name. By default, directories created under `PREFIX` by a package installation are automatically removed. Use this when an empty directory under `PREFIX` needs to be created, or when the directory needs to have non default owner, group, or mode. Directories outside of `PREFIX` need to be registered. For example, [.filename]#/var/db/${PORTNAME}# needs to have a `@dir` entry whereas [.filename]#${PREFIX}/shared/${PORTNAME}# does not if it contains files or uses the default owner, group, and mode. [[plist-keywords-base-exec-deprecated]] ==== `@exec` _command_, `@unexec` _command_ (Deprecated) Execute _command_ as part of the installation or deinstallation process. Please use <> instead. [[plist-keywords-base-dirrm]] ==== `@dirrm` _directory_ (Deprecated) Declare directory name to be deleted at deinstall time. By default, directories created under `PREFIX` by a package installation are deleted when the package is deinstalled. [[plist-keywords-base-dirrmtry]] ==== `@dirrmtry` _directory_ (Deprecated) Declare directory name to be removed, as for `@dirrm`, but does not issue a warning if the directory cannot be removed. [[plist-keywords-creating-new]] === Creating New Keywords Package list files can be extended by keywords that are defined in the [.filename]#${PORTSDIR}/Keywords# directory. The settings for each keyword are stored in a UCL file named [.filename]#keyword.ucl#. The file must contain at least one of these sections: * `attributes` * `action` * `pre-install` * `post-install` * `pre-deinstall` * `post-deinstall` * `pre-upgrade` * `post-upgrade` [[plist-keywords-attributes]] ==== `attributes` Changes the owner, group, or mode used by the keyword. Contains an associative array where the possible keys are `owner`, `group`, and `mode`. The values are, respectively, a user name, a group name, and a file mode. For example: [.programlisting] .... attributes: { owner: "games", group: "games", mode: 0555 } .... [[plist-keywords-action]] ==== `action` Defines what happens to the keyword's parameter. Contains an array where the possible values are: `setprefix`:: Set the prefix for the next plist entries. `dir`:: Register a directory to be created on install and removed on deinstall. `dirrm`:: Register a directory to be deleted on deinstall. Deprecated. `dirrmtry`:: Register a directory to try and deleted on deinstall. Deprecated. `file`:: Register a file. `setmode`:: Set the mode for the next plist entries. `setowner`:: Set the owner for the next plist entries. `setgroup`:: Set the group for the next plist entries. `comment`:: Does not do anything, equivalent to not entering an `action` section. `ignore_next`:: Ignore the next entry in the plist. [[plist-keywords-arguments]] ==== `arguments` If set to `true`, adds argument handling, splitting the whole line, `%@`, into numbered arguments, `%1`, `%2`, and so on. For example, for this line: [.programlisting] .... @foo some.content other.content .... `%1` and `%2` will contain: [.programlisting] .... some.content other.content .... It also affects how the <> entry works. When there is more than one argument, the argument number must be specified. For example: [.programlisting] .... actions: [file(1)] .... [[plist-keywords-pre-post]] ==== `pre-install`, `post-install`, `pre-deinstall`, `post-deinstall`, `pre-upgrade`, `post-upgrade` These keywords contains a man:sh[1] script to be executed before or after installation, deinstallation, or upgrade of the package. In addition to the usual `@exec %_foo_` placeholders described in <>, there is a new one, `%@`, which represents the argument of the keyword. [[plist-keywords-examples]] ==== Custom Keyword Examples [[plist-keywords-fc-example]] .Example of a `@dirrmtryecho` Keyword [example] ==== This keyword does two things, it adds a `@dirrmtry _directory_` line to the packing list, and echoes the fact that the directory is removed when deinstalling the package. [.programlisting] .... actions: [dirrmtry] post-deinstall: <