Funtoo Linux Installation

Revision as of 05:27, November 12, 2014 by Drobbins (Talk | contribs)

Introduction

This document was written to help you install Funtoo Linux as concisely as possible, with a minimum number of distracting options regarding system configuration.

These docs assume you have a "PC compatible" computer system with a standard PC BIOS. Many new computers support UEFI for booting, which is a new firmware interface that frequently replaces the older MBR-based BIOS. If you have a system with UEFI, you will want to use this documentation along with the UEFI Install Guide, which will augment these instructions and explain how to get your system to boot. You may need to change your PC BIOS settings to enable or disable UEFI booting. The UEFI Install Guide has more information on this, and steps on how to determine if your system supports UEFI.

We also offer a ZFS Install Guide, which augment the instructions on this page for those who want to install Funtoo Linux on ZFS. If you are installing Funtoo Linux on ARM architecture, please see Funtoo Linux Installation on ARM for notable differences regarding ARM support. An experimental Funtoo Linux build also exists for SPARC platforms. See Funtoo Linux Installation on SPARC.

New F2FS Install Guide is in progress which will augment the instructions on this page for those who want to install Funtoo Linux on F2FS.

If you've had previous experience installing Gentoo Linux then a lot of steps will be familiar, but you should still read through as there are a few differences.

Installation Overview

This is a basic overview of the Funtoo installation process:

  1. Download and boot the live CD of your choice.
  2. Prepare your disk.
  3. Create and mount filesystems.
  4. Install the Funtoo stage tarball of your choice.
  5. Chroot into your new system.
  6. Download the Portage tree.
  7. Configure your system and network.
  8. Install a kernel.
  9. Install a bootloader.
  10. Complete final steps.
  11. Reboot and enjoy.

Live CD

Funtoo doesn't provide an "official" Funtoo Live CD, but there are plenty of good ones out there to choose from. A great choice is the Gentoo-based System Rescue CD as it contains lots of tools and utilities and supports both 32-bit and 64-bit systems. For a generation 2 Hyper-V system, the Ubuntu desktop install DVD as of version 14.04.1 works well enough. Gentoo CDs don't support EFI boot, and the System Rescue CD lacks appropriate graphics support for Hyper-V as of version 4.4.0.

It is also possible to install Funtoo Linux using many other Linux-based live CDs. Generally, any modern bootable Linux live CD or live USB media will work. See requirements for an overview of what the Live Media must provide to allow a problem-free install of Funtoo Linux.

To begin a Funtoo Linux installation, download System Rescue CD from:

Or, use your preferred live media. Insert it into your disc drive, and boot from it. If using an older version of System Rescue CD, be sure to select the rescue64 kernel at the boot menu if you are installing a 64-bit system. By default, System Rescue CD used to boot in 32-bit mode though the latest version attempts to automatically detect 64-bit processors.

{[:Install/Partitioning}}

Downloading the Portage tree

Note

For an alternative way to do this, see Installing Portage From Snapshot.

Now it's time to install a copy of the Portage repository, which contains package scripts (ebuilds) that tell portage how to build and install thousands of different software packages. To create the Portage repository, simply run emerge --sync from within the chroot. This will automatically clone the portage tree from GitHub:

(chroot) # emerge --sync

Important

If you receive the error with initial emerge --sync due to git protocol restrictions, change SYNC variable in /etc/make.conf:

SYNC="https://github.com/funtoo/ports-2012.git"


Configuring your system

As is expected from a Linux distribution, Funtoo Linux has its share of configuration files. The one file you are absolutely required to edit in order to ensure that Funtoo Linux boots successfully is /etc/fstab. The others are optional.

Using Nano

The default editor included in the chroot environment is called nano. To edit one of the files below, call nano as follows:

(chroot) # nano /etc/fstab

When in the editor, you can use arrow keys to move the cursor, and common keys like backspace and delete will work as expected. To save the file, press Control-X, and answer y when prompted to save the modified buffer if you would like to save your changes.

Configuration Files

Here are a full list of files that you may want to edit, depending on your needs:

File Do I need to change it? Description
/etc/fstab YES - required Mount points for all filesystems to be used at boot time. This file must reflect your disk partition setup. We'll guide you through modifying this file below.
/etc/localtime Maybe - recommended Your timezone, which will default to UTC if not set. This should be a symbolic link to something located under /usr/share/zoneinfo (e.g. /usr/share/zoneinfo/America/Montreal)
/etc/make.conf (symlink) - also known as:
/etc/portage/make.conf
Maybe - recommended Parameters used by gcc (compiler), portage, and make. It's a good idea to set MAKEOPTS. This is covered later in this document.
/etc/conf.d/hostname Maybe - recommended Used to set system hostname. Set the hostname variable to the fully-qualified (with dots, ie. foo.funtoo.org) name if you have one. Otherwise, set to the local system hostname (without dots, ie. foo). Defaults to localhost if not set.
/etc/hosts No You no longer need to manually set the hostname in this file. This file is automatically generated by /etc/init.d/hostname.
/etc/conf.d/keymaps Optional Keyboard mapping configuration file (for console pseudo-terminals). Set if you have a non-US keyboard. See Funtoo Linux Localization.
/etc/conf.d/hwclock Optional How the time of the battery-backed hardware clock of the system is interpreted (UTC or local time). Linux uses the battery-backed hardware clock to initialize the system clock when the system is booted.
/etc/conf.d/modules Optional Kernel modules to load automatically at system startup. Typically not required. See Additional Kernel Resources for more info.
/etc/conf.d/consolefont Optional Allows you to specify the default console font. To apply this font, enable the consolefont service by running rc-update add consolefont.
profiles Optional Some useful portage settings that may help speed up intial configuration.

If you're installing an English version of Funtoo Linux, you're in luck as most of the configuration files can be used as-is. If you're installing for another locale, don't worry. We will walk you through the necessary configuration steps on the Funtoo Linux Localization page, and if needed, there's always plenty of friendly, helpful support. (See Community)

Let's go ahead and see what we have to do. Use nano -w <name_of_file> to edit files -- the "-w" disables word-wrapping, which is handy when editing configuration files. You can copy and paste from the examples.

Warning

It's important to edit your /etc/fstab file before you reboot! You will need to modify both the "fs" and "type" columns to match the settings for your partitions and filesystems that you created with gdisk or fdisk. Skipping this step may prevent Funtoo Linux from booting successfully.

/etc/fstab

/etc/fstab is used by the mount command which is ran when your system boots. Statements of this file inform mount about partitions to be mounted and how they are mounted. In order for the system to boot properly, you must edit /etc/fstab and ensure that it reflects the partition configuration you used earlier:

(chroot) # nano -w /etc/fstab
# The root filesystem should have a pass number of either 0 or 1.
# All other filesystems should have a pass number of 0 or greater than 1.
#
# NOTE: If your BOOT partition is ReiserFS, add the notail option to opts.
#
# See the manpage fstab(5) for more information.
#
# <fs>	     <mountpoint>  <type>  <opts>         <dump/pass>

/dev/sda1    /boot         ext2    noauto,noatime 1 2
/dev/sda2    none          swap    sw             0 0
/dev/sda3    /             ext4    noatime        0 1
#/dev/cdrom  /mnt/cdrom    auto    noauto,ro      0 0

Note

Currently, our default /etc/fstab has the root filesystem as /dev/sda4 and the swap partition as /dev/sda3. These will need to be changed to /dev/sda3 and /dev/sda2, respectively.

Note

If you're using UEFI to boot, change the /dev/sda1 line so it says vfat instead of ext2. Similarly, make sure that the /dev/sda3 line specifies either xfs or ext4, depending on which filesystem you chose at filesystem-creation time.

/etc/localtime

/etc/localtime is used to specify the timezone that your machine is in, and defaults to UTC. If you would like your Funtoo Linux system to use local time, you should replace /etc/localtime with a symbolic link to the timezone that you wish to use.

(chroot) # ln -sf /usr/share/zoneinfo/MST7MDT /etc/localtime

The above sets the timezone to Mountain Standard Time (with daylight savings). Type ls /usr/share/zoneinfo to see what timezones are available. There are also sub-directories containing timezones described by location.

/etc/make.conf

MAKEOPTS can be used to define how many parallel compilations should occur when you compile a package, which can speed up compilation significantly. A rule of thumb is the number of CPUs (or CPU threads) in your system plus one. If for example you have a dual core processor without hyper-threading, then you would set MAKEOPTS to 3:

MAKEOPTS="-j3" 

If you are unsure about how many processors/threads you have then use nproc to help you.

(chroot) # nproc
16

Set MAKEOPTS to this number plus one:

MAKEOPTS="-j17"

USE flags define what functionality is enabled when packages are built. It is not recommended to add a lot of them during installation; you should wait until you have a working, bootable system before changing your USE flags. A USE flag prefixed with a minus ("-") sign tells Portage not to use the flag when compiling. A Funtoo guide to USE flags will be available in the future. For now, you can find out more information about USE flags in the Gentoo Handbook.

LINGUAS tells Portage which local language to compile the system and applications in (those who use LINGUAS variable like OpenOffice). It is not usually necessary to set this if you use English. If you want another language such as French (fr) or German (de), set LINGUAS appropriately:

LINGUAS="fr"

/etc/conf.d/hwclock

If you dual-boot with Windows, you'll need to edit this file and change the value of clock from UTC to local, because Windows will set your hardware clock to local time every time you boot Windows. Otherwise you normally wouldn't need to edit this file.

(chroot) # nano -w /etc/conf.d/hwclock

Localization

By default, Funtoo Linux is configured with Unicode (UTF-8) enabled, and for the US English locale and keyboard. If you would like to configure your system to use a non-English locale or keyboard, see Funtoo Linux Localization.

Introducing Portage

Portage, the Funtoo Linux package manager has a command called emerge which is used to build and install packages from source. It also takes care of installing all of the package's dependencies. You call emerge like this:

(chroot) # emerge packagename

When you install a package by specifying its name in the command-line, Portage records its name in the /var/lib/portage/world file. It does so because it assumes that, since you have installed it by name, you want to consider it part of your system and want to keep the package updated in the future. This is a handy feature, since when packages are being added to the world set, we can update our entire system by typing:

(chroot) # emerge --sync
(chroot) # emerge -auDN @world

This is the "official" way to update your Funtoo Linux system. Above, we first update our Portage tree using git to grab the latest ebuilds (scripts), and then run an emerge command to update the world set of packages. The options specified tell emerge to:

  • a - show us what will be emerged, and ask us if we want to proceed
  • u - update the packages we specify -- don't emerge them again if they are already emerged.
  • D - Consider the entire dependency tree of packages when looking for updates. In other words, do a deep update.
  • N - Update any packages that have changed (new) USE settings.

You should also consider passing --with-bdeps=y when emerging @world, at least once in a while. This will update build dependencies as well.

Of course, sometimes we want to install a package but not add it to the world file. This is often done because you only want the package installed temproarily or because you know the package in question is a dependnecy of another package. If this behavior is desired, you call emerge like this:

(chroot) # emerge -1 packagename

Advanced users may be interested in the Emerge wiki page.

Updating World

Now is actually a very good time to update the entire system and it can be a good idea to do so prior to first boot.

(chroot) # emerge --sync
(chroot) # emerge -auDN @world

Important

Make sure you read any post emerge messages and follow their instructions. This is especially true if you have upgraded perl or python.

Configuring and installing the Linux kernel

Now it's time to build and install a Linux kernel, which is the heart of any Funtoo Linux system. The kernel is loaded by the boot loader, and interfaces directly with your system's hardware, and allows regular (userspace) programs to run.

A kernel must be configured properly for your system's hardware, so that it supports your hard drives, file systems, network cards, and so on. More experienced Linux users can choose to install kernel sources and configure and install their own kernel. If you don't know how to do this, we provide ebuilds that will automatically build a "univeral" kernel, modules and initramfs for booting your system that supports all hardware. This is an extremely simple way of building a kernel that will get your system booted.

What is our goal? To build a kernel that will recognize all the hardware in your system necessary for booting, so that you will be greeted by a friendly login prompt after installation is complete. These instructions will guide you through the process of installing a kernel the "easy" way -- without requiring user configuration, by using a "universal" kernel.

Package Sets

Before we install a kernel, we're going to cover a feature of Portage called package sets. Portage, the package manager/ports system for Funtoo Linux, will keep track of system packages as well as packages you have installed by calling emerge directly. These packages that are part of the base system are considered part of the "system" package set, while packages that you have installed by typing them on the command line (such as "gnome" in emerge gnome) will be added to the "world" package set. This provides an easy way to update your entire system.

However, sometimes it's nice to be able to update the kernel all by itself, or leave a kernel update out of your regular whole system update. To do this, we will create a new package set called "kernel".

Kernel Package Set

To create the kernel package set, perform the following steps:

(chroot) # mkdir /etc/portage/sets
(chroot) # echo sys-kernel/debian-sources > /etc/portage/sets/kernel

Now, we'll want to set a USE variable to tell debian-sources to build a "universal" kernel and initramfs for us, to take the guess-work out of getting Funtoo Linux booted. To do this, we're going to set the binary USE variable for debian-sources, as follows:

(chroot) # echo "sys-kernel/debian-sources binary" >> /etc/portage/package.use

If USE variables are new to you, you'll be getting a lot more familiar with them as you use Funtoo Linux. At their essence, they are "switches" that you can set to configure options that can be built in to various packages. They're used to customize your Funtoo Linux system to meet your exact needs. We added support for a binary USE flag to the debian-sources ebuilds, as well as a few other of our kernel ebuilds, to make it easier for new users to get Funtoo Linux up and running.

Now, when we just want to update our system's packages, we'll type emerge -auDN @world, and it will update our world set, leaving out the kernel. Likewise, when we just want to update our kernel, we'll type emerge -au @kernel, and it will update our kernel, leaving out the world set.

Building the Kernel

Note

See Funtoo Linux Kernels for a full list of kernels supported in Funtoo Linux. We recommend debian-sources for new users.

Important

debian-sources with binary USE flag requires at least 14GB free in /var/tmp and takes around 1 hour to build on a Intel Core i7 Processor.

Let's emerge our kernel:

(chroot) # emerge @kernel

Note that while use of the binary USE flag makes installing a working kernel extremely simple, it is one part of Funtoo Linux that takes a very long time to build from source, because it is building a kernel that supports all hardware that Linux supports! So, get the build started, and then let your machine compile. Slower machines can take up to several hours to build the kernel, and you'll want to make sure that you've set MAKEOPTS in /etc/make.conf to the number of processing cores/threads (plus one) in your system before starting to build it as quickly as possible -- see the /etc/make.conf section if you forgot to do this.

Note

NVIDIA card users: the binary USE flag installs the Nouveau drivers which cannot be loaded at the same time as the proprietary drivers, and cannot be unloaded at runtime because of KMS. You need to blacklist it under /etc/modprobe.d/.

Note

For an overview of other kernel options for Funtoo Linux, see Funtoo Linux Kernels. There may be modules that the Debian kernel doesn't include, a situation where genkernel would be useful. Also be sure to see hardware compatibility information.

Once emerge completes, you'll have a brand new kernel and initramfs installed to /boot, plus kernel headers installed in /usr/src/linux, and you'll be ready to configure the boot loader to load these to boot your Funtoo Linux system.

Installing a Bootloader

Note

An alternate boot loader called extlinux can be used instead of GRUB if you desire. See the extlinux Guide for information on how to do this.

Installing Grub

The boot loader is responsible for loading the kernel from disk when your computer boots. For new installations, GRUB 2 and Funtoo's boot-update tool should be used as a boot loader. GRUB supports both GPT/GUID and legacy MBR partitioning schemes.

To use this recommended boot method, first emerge boot-update. This will also cause grub-2 to be merged, since it is a dependency of boot-update. (You may need to adjust GRUB_PLATFORMS if you are on a UEFI system. See UEFI Install Guide).

(chroot) # emerge boot-update

Then, edit /etc/boot.conf and specify "Funtoo Linux genkernel" as the default setting at the top of the file, replacing "Funtoo Linux".

/etc/boot.conf should now look like this:

boot {
        generate grub
        default "Funtoo Linux genkernel"
        timeout 3 
}

"Funtoo Linux" {
        kernel bzImage[-v]
        # params += nomodeset
}

"Funtoo Linux genkernel" {
# if you use bliss-kernel package
# you should change string
# kernel kernel[-v]
# to
# kernel kernel/[-v]/kernel[-v]
        kernel kernel[-v]
        initrd initramfs[-v]
        params += real_root=auto 
        # params += nomodeset
} 

If you use bliss-kernel, your /etc/boot.conf should look like:

boot {
        generate grub
        default "Funtoo Linux genkernel"
        timeout 3 
}

"Funtoo Linux" {
        kernel bzImage[-v]
        # params += nomodeset
}

"Funtoo Linux genkernel" {
        kernel kernels/[-v]/kernel[-v]
        initrd initramfs[-v]
        params += real_root=auto 
        # params += nomodeset
} 

Please read man boot.conf for further details.

Running grub-install and boot-update

Finally, we will need to actually install the GRUB boot loader to your disk, and also run boot-update which will generate your boot loader configuration file:

(chroot) # grub-install --no-floppy /dev/sda
(chroot) # boot-update

Now you need to update your boot loader configuration file:

(chroot) # boot-update

You only need to run grub-install when you first install Funtoo Linux, but you need to re-run boot-update every time you modify your /etc/boot.conf file, so your changes are applied on next boot.


Configuring your network

It's important to ensure that you will be able to connect to your local-area network after you reboot into Funtoo Linux. There are three approaches you can use for configuring your network: NetworkManager, dhcpcd, and the Funtoo Linux Networking scripts. Here's how to choose which one to use based on the type of network you want to set up.

Wi-Fi

Using NetworkManager

For laptop/mobile systems where you will be using Wi-Fi and connecting to various networks, NetworkManager is strongly recommended. The Funtoo version of NetworkManager is fully functional even from the command-line, so you can use it even without X or without the Network Manager applet. Here are the steps involved in setting up NetworkManager:

(chroot) # emerge linux-firmware
(chroot) # emerge networkmanager
(chroot) # rc-update add NetworkManager default

Above, we installed linux-firmware which contains a complete collection of available firmware for many hardware devices including Wi-Fi adapters, plus NetworkManager to manage our network connection. Then we added NetworkManager to the default runlevel so it will start when Funtoo Linux boots.

After you reboot into Funtoo Linux, you will be able to add a Wi-Fi connection this way:

# addwifi -S wpa -K 'wifipassword' mywifinetwork

The addwifi command is used to configure and connect to a WPA/WPA2 Wi-Fi network named mywifinetwork with the password wifipassword. This network configuration entry is stored in /etc/NetworkManager/system-connections so that it will be remembered in the future. You should only need to enter this command once for each Wi-Fi network you connect to.

Using wpa_supplicant

If for some reason you don't want to use a tool such as NetworkManager or wicd, you can use wpa_supplicant for wireless network connections.

First, emerge wpa_supplicant:

(chroot) # emerge -a wpa_supplicant

Now, edit the wpa_supplicant configuration file, located at /etc/wpa_supplicant.conf. The syntax is very easy:

network={
ssid="MyWifiName"
psk="lol42-wifi"
}

network={
ssid="Other Network"
psk="6d96270004515a0486bb7f76196a72b40c55a47f"
}

You will need to add both wpa_supplicant and dhcpcd to the default runlevel. wpa_supplicant will connect to your access point, and dhcpcd will acquire an IP address via DHCP:

(chroot) # rc-update add dhcpcd default
(chroot) # rc-update add wpa_supplicant default

Desktop (Wired Ethernet)

For a home desktop or workstation with wired Ethernet that will use DHCP, the simplest and most effective option to enable network connectivity is to simply add dhcpcd to the default runlevel:

(chroot) # rc-update add dhcpcd default

When you reboot, dhcpcd will run in the background and manage all network interfaces and use DHCP to acquire network addresses from a DHCP server.

Server (Static IP)

For servers, the Funtoo Linux Networking scripts are recommended. They are optimized for static configurations and things like virtual ethernet bridging for virtualization setups. See Funtoo Linux Networking for information on how to use Funtoo Linux's template-based network configuration system.

Finishing Steps

Set your root password

It's imperative that you set your root password before rebooting so that you can log in.

(chroot) # passwd

Restart your system

Now is the time to leave chroot, to unmount Funtoo Linux partitions and files and to restart your computer. When you restart, the GRUB boot loader will start, load the Linux kernel and initramfs, and your system will begin booting.

Leave the chroot, change directory to /mnt, unmount your Funtoo partitions, and reboot.

(chroot) # exit
# cd /mnt
# umount -l funtoo
# reboot

Note

System Rescue CD will gracefully unmount your new Funtoo filesystems as part of its normal shutdown sequence.

You should now see your system reboot, the GRUB boot loader appear for a few seconds, and then see the Linux kernel and initramfs loading. After this, you should see Funtoo Linux itself start to boot, and you should be greeted with a login: prompt. Funtoo Linux has been successfully installed!

Profiles

Once you have rebooted into Funtoo Linux, you can further customize your system to your needs by using Funtoo Profiles.

Funtoo profiles are used to define defaults for Portage specific to your needs. There are 4 basic profile types: arch, build, flavor, and mix-ins:

arch
typically x86-32bit or x86-64bit, this defines the processor type and support of your system. This is defined when your stage was built and should not be changed.
build
defines whether your system is a current, stable or experimental build. current systems will have newer packages unmasked than stable systems.
flavor
defines the general type of system, such as server or desktop, and will set default USE flags appropriate for your needs.
mix-ins
define various optional settings that you may be interested in enabling.

One arch, build and flavor must be set for each Funtoo Linux system, while mix-ins are optional and you can enable more than one if desired.

Remember that profiles can often be inherited. For example, the desktop flavor inherits the workstation flavor settings, which in turn inherits the X and audio mix-ins. You can view this by using eselect:

(chroot) # eselect profile show
Currently set profiles:
    arch: gentoo:funtoo/1.0/linux-gnu/arch/x86-64bit
   build: gentoo:funtoo/1.0/linux-gnu/build/current
  flavor: gentoo:funtoo/1.0/linux-gnu/flavor/desktop
 mix-ins: gentoo:funtoo/1.0/linux-gnu/mix-ins/kde

Automatically enabled profiles:
 mix-ins: gentoo:funtoo/1.0/linux-gnu/mix-ins/print
 mix-ins: gentoo:funtoo/1.0/linux-gnu/mix-ins/X
 mix-ins: gentoo:funtoo/1.0/linux-gnu/mix-ins/audio
 mix-ins: gentoo:funtoo/1.0/linux-gnu/mix-ins/dvd
 mix-ins: gentoo:funtoo/1.0/linux-gnu/mix-ins/media
 mix-ins: gentoo:funtoo/1.0/linux-gnu/mix-ins/console-extras

To view installed profiles:

(chroot) # eselect profile list

To change the profile flavor:

(chroot) # eselect profile set-flavor 7

To add a mix-in:

(chroot) # eselect profile add 10

Next Steps

If you are brand new to Funtoo Linux and Gentoo Linux, please check out Funtoo Linux First Steps, which will help get you acquainted with your new system. We also have a category for our official documentation, which includes all docs that we officially maintain for installation and operation of Funtoo Linux.

We also have a number of pages dedicated to setting up your system, which you can find below. If you are interested in adding a page to this list, add it to the "First Steps" MediaWiki category.


If your system did not boot correctly, see Installation Troubleshooting for steps you can take to resolve the problem.