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install revision 1.13
      1 Installing NetBSD is a relatively complex process, but if you have
      2 this document in hand and are careful to read and remember the
      3 information which is presented to you by the install program, it
      4 shouldn't be too much trouble.
      5 
      6 Before you begin, you should know the geometry of your hard disk, i.e.
      7 the sector size (note that sector sizes other than 512 bytes are not
      8 currently supported), the number of sectors per track, the number of
      9 tracks per cylinder (also known as the number of heads), and the
     10 number of cylinders on the disk.  The NetBSD kernel will try to
     11 discover these parameters on its own, and if it can it will print them
     12 at boot time.  If possible, you should use the parameters it prints.
     13 (You might not be able to because you're sharing your disk with
     14 another operating system, or because your disk is old enough that the
     15 kernel can't figure out its geometry.)
     16 
     17 If NetBSD will be sharing the disk with DOS or another operating
     18 system, you should have already completed the section of these notes
     19 that instructed you on how to prepare your hard disk.  You should know
     20 the size of the NetBSD area of the disk and its offset from the
     21 beginning of the disk.  You will need this information when setting up
     22 your NetBSD partitions.
     23 
     24 You should now be ready to install NetBSD.  It might be handy for you
     25 to have a pencil, some paper, and a calculator handy.
     26 
     27 The following is a walk-through of the steps you will take while
     28 getting NetBSD installed on your hard disk.  If any question has a
     29 default answer, it will be displayed in brackets ("[]") after the
     30 question.  If you wish to stop the installation, you may hit Control-C
     31 at any time, but if you do, you'll have to begin the installation
     32 process again from scratch.
     33 
     34         Boot your machine using the boot floppy.  The boot loader will
     35         start, and will print a countdown and begin booting. You will
     36         likely see one "file not found" warning from the boot loader
     37         -- ignore this as it is normal, and indicates the boot loader
     38         failed to find a normal kernel to boot before trying to boot a
     39         compressed kernel.
     40 
     41         If the boot loader messages do not appear in a reasonable
     42         amount of time, you either have a bad boot floppy or a
     43         hardware problem.  Try writing the install floppy image to
     44         a different disk, and using that.
     45 
     46 	If that doesn't work, try booting after disabling your CPU's
     47 	internal and external caches (if any).  If it still doesn't
     48 	work, NetBSD probably can't be run on your hardware.  This can
     49 	probably be considered a bug, so you might want to report it.
     50 	If you do, please include as many details about your system
     51 	configuration as you can.
     52 
     53 	It will take a while to load the kernel from the floppy,
     54 	probably around a minute or so.
     55 
     56 	You will then be presented with the NetBSD kernel boot
     57 	messages.  You will want to read them, to determine your
     58 	disk's name and geometry.  Its name will be something like
     59 	"sd0" or "wd0" and the geometry will be printed on a line that
     60 	begins with its name.  As mentioned above, you will need your
     61 	disk's geometry when creating NetBSD's partitions.  You will
     62 	also need to know the name, to tell the install tools what
     63 	disk to install on.
     64 
     65         Note that, once the system has finished booting, you need no
     66         longer leave the floppy in the disk drive. Earlier version of
     67         the NetBSD install floppies mounted the floppy as the system's
     68         root partition, but the new installation floppies use a
     69         ramdisk file system and are no longer dependent on the floppy
     70         once it has booted.
     71 
     72 	While booting, you will probably see several warnings.  You
     73 	should be warned that no swap space is present, and that
     74 	init(8) cannot find /etc/rc.  Do not be alarmed, these are
     75 	completely normal.  When you reach the prompt asking you for a
     76 	shell name, just hit return.
     77 
     78 	You will be asked if you wish to install or upgrade your
     79 	system or go to a shell prompt. Enter "install".
     80 
     81 	You will be presented with a welcome message and a prompt,
     82 	asking if you wish to proceed with the installation process.
     83 	If you wish to proceed, enter "y" and hit return.
     84 
     85 	You will be asked what type of disk driver you have.  The
     86 	valid options are listed by the install program, to make sure
     87 	you get it right.  If you're installing on an ST-506 or ESDI
     88 	drive, you'll be asked if your disk supports automatic sector
     89 	forwarding.  If you are SURE that it does, reply
     90 	affirmatively.  Otherwise, the install program will
     91 	automatically reserve space for bad144 tables.
     92 
     93 	The install program will then tell you which disks of that
     94 	type it can install on, and ask you which it should use.
     95 	Reply with the name of your disk.  (The first disk of the type
     96 	you selected, either "wd0" for ST-506/ESDI/IDE disks, or "sd0"
     97 	for SCSI disks, is the default.)
     98 
     99 	You will then be asked to name your disk's disklabel.  The
    100 	default response is "mywd" or "mysd" depending on the type of
    101 	your disk, and for most purposes it will be OK.  If you choose
    102 	to name it something different, make sure the name is a single
    103 	word and contains no special characters.  You don't need to
    104 	remember this name.
    105 
    106 	You will be prompted for your disk's geometry information,
    107 	i.e. the number of bytes per sector, cylinders on the disk,
    108 	tracks per cylinder (heads), and sectors per track.  Enter
    109 	them when they are requested.  If you make a mistake, hit
    110 	Control-C and when you get to the shell prompt, restart the
    111 	install process by running the "install" command.  Once you
    112 	have entered this data, the install program will tell you the
    113 	total size of your disk, in both sectors, and cylinders.
    114 	Remember this number; if you're installing on the whole disk,
    115 	you'll need it again soon.
    116 
    117 	When describing your partitions, you will have the option of
    118 	entering data about them in units of disk sectors or
    119 	cylinders.  If you choose to enter the information in units of
    120 	sectors, remember that, for optimal performance, partitions
    121 	should begin and end on cylinder boundaries.  You will be
    122 	asked about which units you wish to use, and you should reply
    123 	with "c" for cylinders, or "s" for sectors.
    124 
    125 	You will be asked for the size of the NetBSD portion of the
    126 	disk.  If you're installing on the whole disk, reply with the
    127 	size of the disk, as printed earlier by the install program.
    128 	If you're using only part of the disk, reply with the size
    129 	that you specified in the partition editor.  (Don't forget to
    130 	enter the size in the units you specified in the last step!)
    131 
    132 	If you are not installing on the whole disk, you will be asked
    133 	fro the offset of the NetBSD partition from the beginning of
    134 	the disk.  Reply with the appropriate offset (again, in
    135 	whichever units you specified), as determined by how you
    136 	set up your disk using the partition editor.
    137 
    138 	You will be asked to enter the size of your NetBSD root
    139 	partition.  It should be at least 13M, but if you are going to
    140 	be doing development, 14-16M is a more desirable size.  This
    141 	size should be expressed in units of sectors or cylinders,
    142 	depending on which you said you wanted to use.
    143 
    144 	Next, you will be asked for the size of your swap partition.
    145 	You should probably allocate twice as much swap space as you
    146 	have real memory.  Systems that will be heavily used should
    147 	have more swap space allocated, and systems that will be
    148 	lightly used can get by with less.  If you want the system to
    149 	be able to save crash dumps when it panics, you will need at
    150 	least as much swap space as you have RAM.  Again, this number
    151 	should be expressed in units of sectors or cylinders, as
    152 	appropriate.
    153 
    154 	The install program will then ask you for information about
    155 	the rest of the partitions you want on your disk.  For most
    156 	purposes, you will want only one more partition, "/usr".
    157 	(Machines used as servers will probably also want /var as a
    158 	separate partition.  That can be done with these installation
    159 	tools, but is not covered here.)  The install program will
    160 	tell you how much space there is left to be allocated in the
    161 	NetBSD area of the disk, and, if you only want one more
    162 	partition ("/usr"), you should enter it at the prompt when the
    163 	installer asks you how large the next partition should be.
    164 	It will then ask you for the name of the mount point for that
    165 	partition.  If you're doing a basic installation, that is
    166 	"/usr".
    167 
    168 	YOU ARE NOW AT THE POINT OF NO RETURN.  Nothing has been
    169 	written to your disk yet, but if you confirm that you want to
    170 	install NetBSD, your hard drive will be modified, and its
    171 	contents may be scrambled at the whim of the install program.
    172 	This is especially likely if you have given the install
    173 	program incorrect information.  If you are sure you want to
    174 	proceed, enter "yes" at the prompt.
    175 
    176 	The install program will now label your disk and make the file
    177 	systems you specified.  The filesystems will be initialized to
    178 	contain NetBSD bootstrapping binaries and configuration files.
    179 	It will also create an /etc/fstab for your system, and mount
    180 	all of the file systems under /mnt. (In other words, your root
    181 	partition will be mounted on /mnt, your /usr partition on
    182 	/mnt/usr, and so on.)  There should be no errors in this
    183 	section of the installation.  If there are, restart from the
    184 	beginning of the installation process.
    185 
    186         You will be placed at a shell prompt ("#").  The task is to
    187         install the distribution sets.  The flow of installation
    188         differs depending on your hardware resources, and on what
    189         media the distribution sets reside.
    190 
    191         NOTE: In previous versions of NetBSD, the kernel from the
    192         install floppy was copied onto the hard drive in a special
    193         step. In the new install system, the kernel on the floppy is
    194         unsuited to being copied onto the hard drive. Instead, a new
    195         set, "kern", has been added which contains a generic kernel to
    196         be unloaded onto the drive. It must be extracted in addition
    197         to "base" and "etc" in order to have a minimally functioning
    198         system.
    199 
    200 	To install from floppy:
    201 		The first thing you should do is pick a temporary
    202 		directory where the distribution files can be stored.
    203 		To do this, enter the command "Set_tmp_dir", and enter
    204 		the name of the temporary directory.  (Don't forget
    205 		that if your disk is still mounted under /mnt; you
    206 		should probably pick a directory under /mnt/usr.)
    207 
    208 		After you have picked a temporary directory, enter the
    209 		"Load_fd" command, to load the distribution sets from
    210 		your floppies.
    211 
    212 		You will be asked which floppy drive to use.  Enter
    213 		"0" (zero) if you're using the first floppy drive
    214 		(i.e. what DOS would call "A:"), or enter "1" if
    215 		you're using the second (i.e. what DOS would call
    216 		"B:")
    217 
    218 		You will be prompted to insert a floppy into the drive,
    219 		to have its contents copied to your hard disk.  Do so,
    220 		and hit return to begin copying.  When that is done,
    221 		read the remainder of the floppies that contain the
    222 		distribution sets that you want to install, one by
    223 		one.  When the last is read, and you are being
    224 		prompted for another, hit Control-C.
    225 
    226                 Run the "Extract" command once for each distribution
    227                 set you wish to install.  For instance, if you wish to
    228                 install the "kern" distribution set, followed by the
    229                 "base" distribution set, and finally the "etc"
    230                 distribution set, use the commands:
    231 			Extract kern
    232 			Extract base
    233 			Extract etc
    234 
    235 		For each extraction, it will ask you if the extraction
    236 		should be verbose.  If you reply affirmatively, it
    237 		will print out the name of each file that's being
    238 		extracted.
    239 
    240 		(Note: if you know that you will be running low on
    241 		disk space when installing NetBSD, you can load and
    242 		extract one distribution set at a time.  To do this,
    243 		load only the floppies which contain the files for the
    244 		first distribution set, extract them, and then change
    245 		to the temporary directory and remove them with the
    246 		command "rm set_name.??".)
    247 
    248 		Once you are finished extracting all of the sets that
    249 		you wish to install, you should proceed to the
    250 		instructions below (after the last install medium
    251 		type-specific instructions), that explain how you
    252 		should configure your system.
    253 
    254 	To install from tape:
    255 		The first thing you should do is pick a temporary
    256 		directory where the distribution files can be stored.
    257 		To do this, enter the command "Set_tmp_dir", and enter
    258 		the name of the temporary directory.  (Don't forget
    259 		that your disk is mounted under /mnt; you should
    260 		probably pick a directory under /mnt/usr.)  The
    261 		default is /mnt/usr/distrib.
    262 
    263 		After you have picked a temporary directory, enter the
    264 		"Load_tape" command, to load the distribution sets from
    265 		tape.
    266 
    267 		You will be asked which tape drive to use.  The
    268 		default is "rst0", which is correct if you're using
    269 		the SCSI tape drive with the lowest SCSI ID number.
    270 		(For the SCSI tape drive with the next lowest SCSI ID
    271 		number, you should use "rst1", and so on.)
    272 
    273 		You will be prompted to hit return when you have
    274 		inserted the tape into the tape drive.  When you do,
    275 		the contents of the tape will be extracted into the
    276 		temporary directory, and the names of the files being
    277 		extracted will be printed.
    278 
    279 		After the tape has been extracted, to go the directory
    280 		containing the first distribution set you wish to
    281 		install.  (Depending on how you made the tape, it's
    282 		probably a subdirectory of the temporary directory you
    283 		specified above.)  Once there, run the "Set_tmp_dir"
    284 		command again, and accept its default answer by
    285 		hitting return at the prompt.
    286 
    287 		Use the "Extract" command to extract the distribution
    288 		set.  For instance, if you're extracting the "base"
    289 		set, use the command:
    290 			Extract base
    291 		You will be asked if you wish the extraction to be
    292 		verbose.  If you reply affirmatively, the name of each
    293 		file being extracted will be printed.
    294 
    295 		Repeat the previous two steps for each distribution
    296 		set you wish to install.  Change to the set's
    297 		directory, run "Set_tmp_dir", and then run
    298 		"Extract <set_name>" to extract the set.
    299 
    300 		Once you are finished extracting all of the sets that
    301 		you wish to install, you should proceed to the
    302 		instructions below (after the last install medium
    303 		type-specific instructions), that explain how you
    304 		should configure your system.
    305 
    306 	To install via FTP or NFS:
    307 		The first thing you should do is pick a temporary
    308 		directory where the distribution files can be stored.
    309 		To do this, enter the command "Set_tmp_dir", and enter
    310 		the name of the temporary directory.  (Don't forget
    311 		that your disk is mounted under /mnt; you should
    312 		probably pick a directory under /mnt/usr.)  The
    313 		default is /mnt/usr/distrib.
    314 
    315 		Configure the appropriate ethernet interface (e.g.
    316 		ed0, ep0, etc.) up, with a command like:
    317 
    318 		ifconfig <ifname> <ipaddr> [netmask <netmask>]
    319 
    320 		where "<ifname>" is the interface name, like those
    321 		listed above, and "<ipaddr>" is the numeric IP address
    322 		of the interface.  If the interface has a special
    323 		netmask, supply the word "netmask" at and that netmask
    324 		at the end of the command line.  (The brackets
    325 		indicate that those arguments are optional.)  For
    326 		instance, to configure interface ed0 with IP address
    327 		129.133.10.10, use the command:
    328 
    329 		ifconfig ed0 129.133.10.10
    330 
    331 		and to configure interface ep0 with IP address
    332 		128.32.240.167 and a special netmask, 0xffffff00, use
    333 		the command:
    334 
    335 		ifconfig ep0 128.32.240.167 netmask 0xffffff00
    336 
    337 		If your board selects software selection of the
    338 		ethernet interface to use, you might have to add
    339 		special "media" flags to the "ifconfig" command you
    340 		use to configure your board to use the appropriate
    341 		connector/media type, as in:
    342 
    343 		ifconfig de0 10BaseT
    344 
    345 		You may determine which media are supported on a given
    346 		interface by typing "ifconfig <interface> -m".
    347 
    348 		If the NFS server or FTP server is not on a directly-
    349 		connected network, you need to set up a route to it
    350 		using a command like:
    351 
    352 		route add default <gate_ipaddr>
    353 
    354 		where <gate_ipaddr> is your gateway's numeric IP
    355 		address.
    356 
    357 		If you are NFS-mounting the distribution sets, mount
    358 		them on the temporary directory with a command like:
    359 
    360 		mount -t nfs <serv_ipaddr>:<dist_dir> <tmp_dir>
    361 
    362 		where <serv_ipaddr> is the server's numeric IP address,
    363 		<dist_dir> is the path to the distribution files on
    364 		the server, and <tmp_dir> is the name of the local
    365 		temporary directory.
    366 
    367 		Once this is done, proceed as if you had loaded the
    368 		files from tape, changing to the appropriate
    369 		directories, running "Set_tmp_dir", and running
    370 		"Extract" as appropriate.
    371 
    372 		If you are retrieving the distribution sets using ftp,
    373 		change into the temporary directory, and execute the
    374 		command:
    375 
    376 		ftp <serv_ipaddr>
    377 
    378 		where <serv_ipaddr> is once again the server's numeric
    379 		IP address.  Get the files with FTP, taking care to
    380 		use binary mode when transferring the files.
    381 
    382 		Once you have all of the files for the distribution
    383 		sets that you wish to install, you can proceed using
    384 		the instructions above, as if you had installed from a
    385 		floppy.  (Note that as with the floppy install, if
    386 		you're short on disk space, you can transfer only one
    387 		set at a time, extract it, then delete it, to save
    388 		space.)
    389 
    390 Completing your installation:
    391         Once you have finished extracting all of the distribution sets
    392         that you wish to install, and are back at the "#" prompt, you
    393         are ready to configure your system.  The configuration utility
    394         expects that you have installed the "kern", "base" and
    395         "etc" distribution sets.  If you have not, you will not be
    396         able to run it successfully (nor will you have a functional
    397         system, in any case).  To configure your newly-installed
    398         NetBSD system, run the command "Configure".  It will ask you
    399         for the system's host name, domain name, and other network
    400         configuration information.  It will set up your configuration
    401         files and make the device nodes for the newly-installed
    402         system.
    403 
    404 
    405 Congratulations, you have successfully installed NetBSD _VER.  When you
    406 reboot into NetBSD, you should log in as "root" at the login prompt.
    407 There is no initial password, but if you're using the machine in a
    408 networked environment, you should create yourself an account and
    409 protect it and the "root" account with good passwords.
    410 
    411 Some of the files in the NetBSD _VER distribution might need to be
    412 tailored for your site.  In particular, the /etc/sendmail.cf file will
    413 almost definitely need to be adjusted, and other files in /etc will
    414 probably need to be modified, as well.  If you are unfamiliar with
    415 UN*X-like system administration, it's recommended that you buy a book
    416 that discusses it.
    417