FreeBSD Handbook

The FreeBSD Documentation Project

Revision: 45468

Copyright

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Last modified on 2014-08-17 by gavin.
Abstract

Welcome to FreeBSD! This handbook covers the installation and day to day use of FreeBSD 8.4-RELEASE, FreeBSD 9.3-RELEASE, and FreeBSD 10.0-RELEASE. This manual is a work in progress and is the work of many individuals. As such, some sections may become dated and require updating. If you are interested in helping out with this project, send email to the FreeBSD documentation project mailing list. The latest version of this document is always available from the FreeBSD web site (previous versions of this handbook can be obtained from http://docs.FreeBSD.org/doc/). It may also be downloaded in a variety of formats and compression options from the FreeBSD FTP server or one of the numerous mirror sites. If you would prefer to have a hard copy of the handbook, you can purchase one at the FreeBSD Mall. You may also want to search the handbook.

[ Split HTML / Single HTML ]

Table of Contents
Preface
I. Getting Started
1. Introduction
1.1. Synopsis
1.2. Welcome to FreeBSD!
1.3. About the FreeBSD Project
2. Installing FreeBSD 9.X and Later
2.1. Synopsis
2.2. Minimum Hardware Requirements
2.3. Pre-Installation Tasks
2.4. Starting the Installation
2.5. Using bsdinstall
2.6. Allocating Disk Space
2.7. Committing to the Installation
2.8. Post-Installation
2.9. Troubleshooting
2.10. Using the Live CD
3. Installing FreeBSD 8.X
3.1. Synopsis
3.2. Hardware Requirements
3.3. Pre-installation Tasks
3.4. Starting the Installation
3.5. Introducing sysinstall(8)
3.6. Allocating Disk Space
3.7. Choosing What to Install
3.8. Choosing the Installation Media
3.9. Committing to the Installation
3.10. Post-installation
3.11. Troubleshooting
3.12. Advanced Installation Guide
3.13. Preparing Custom Installation Media
4. UNIX Basics
4.1. Synopsis
4.2. Virtual Consoles and Terminals
4.3. Users and Basic Account Management
4.4. Permissions
4.5. Directory Structure
4.6. Disk Organization
4.7. Mounting and Unmounting File Systems
4.8. Processes and Daemons
4.9. Shells
4.10. Text Editors
4.11. Devices and Device Nodes
4.12. Manual Pages
5. Installing Applications: Packages and Ports
5.1. Synopsis
5.2. Overview of Software Installation
5.3. Finding Software
5.4. Using pkgng for Binary Package Management
5.5. Using the Ports Collection
5.6. Building Packages with Poudriere
5.7. Post-Installation Considerations
5.8. Dealing with Broken Ports
6. The X Window System
6.1. Synopsis
6.2. Terminology
6.3. Installing Xorg
6.4. Xorg Configuration
6.5. Using Fonts in Xorg
6.6. The X Display Manager
6.7. Desktop Environments
6.8. Troubleshooting
II. Common Tasks
7. Desktop Applications
7.1. Synopsis
7.2. Browsers
7.3. Productivity
7.4. Document Viewers
7.5. Finance
8. Multimedia
8.1. Synopsis
8.2. Setting Up the Sound Card
8.3. MP3 Audio
8.4. Video Playback
8.5. TV Cards
8.6. MythTV
8.7. Image Scanners
9. Configuring the FreeBSD Kernel
9.1. Synopsis
9.2. Why Build a Custom Kernel?
9.3. Finding the System Hardware
9.4. The Configuration File
9.5. Building and Installing a Custom Kernel
9.6. If Something Goes Wrong
10. Printing
10.1. Quick Start
10.2. Printer Connections
10.3. Common Page Description Languages
10.4. Direct Printing
10.5. LPD (Line Printer Daemon)
10.6. Other Printing Systems
11. Linux® Binary Compatibility
11.1. Synopsis
11.2. Configuring Linux® Binary Compatibility
11.3. Advanced Topics
III. System Administration
12. Configuration and Tuning
12.1. Synopsis
12.2. Starting Services
12.3. Configuring cron(8)
12.4. Managing Services in FreeBSD
12.5. Setting Up Network Interface Cards
12.6. Virtual Hosts
12.7. Configuring System Logging
12.8. Configuration Files
12.9. Tuning with sysctl(8)
12.10. Tuning Disks
12.11. Tuning Kernel Limits
12.12. Adding Swap Space
12.13. Power and Resource Management
13. The FreeBSD Booting Process
13.1. Synopsis
13.2. FreeBSD Boot Process
13.3. Configuring Boot Time Splash Screens
13.4. Device Hints
13.5. Shutdown Sequence
14. Security
14.1. Synopsis
14.2. Introduction
14.3. One-time Passwords
14.4. TCP Wrapper
14.5. Kerberos
14.6. OpenSSL
14.7. VPN over IPsec
14.8. OpenSSH
14.9. Access Control Lists
14.10. Monitoring Third Party Security Issues
14.11. FreeBSD Security Advisories
14.12. Process Accounting
14.13. Resource Limits
15. Jails
15.1. Synopsis
15.2. Terms Related to Jails
15.3. Creating and Controlling Jails
15.4. Fine Tuning and Administration
15.5. Updating Multiple Jails
16. Mandatory Access Control
16.1. Synopsis
16.2. Key Terms
16.3. Understanding MAC Labels
16.4. Planning the Security Configuration
16.5. Available MAC Policies
16.6. User Lock Down
16.7. Nagios in a MAC Jail
16.8. Troubleshooting the MAC Framework
17. Security Event Auditing
17.1. Synopsis
17.2. Key Terms
17.3. Audit Configuration
17.4. Working with Audit Trails
18. Storage
18.1. Synopsis
18.2. Adding Disks
18.3. Resizing and Growing Disks
18.4. USB Storage Devices
18.5. Creating and Using CD Media
18.6. Creating and Using DVD Media
18.7. Creating and Using Floppy Disks
18.8. Backup Basics
18.9. Memory Disks
18.10. File System Snapshots
18.11. Disk Quotas
18.12. Encrypting Disk Partitions
18.13. Encrypting Swap
18.14. Highly Available Storage (HAST)
19. GEOM: Modular Disk Transformation Framework
19.1. Synopsis
19.2. RAID0 - Striping
19.3. RAID1 - Mirroring
19.4. RAID3 - Byte-level Striping with Dedicated Parity
19.5. Software RAID Devices
19.6. GEOM Gate Network
19.7. Labeling Disk Devices
19.8. UFS Journaling Through GEOM
20. File Systems Support
20.1. Synopsis
20.2. The Z File System (ZFS)
20.3. Linux® File Systems
21. Virtualization
21.1. Synopsis
21.2. FreeBSD as a Guest OS
21.3. FreeBSD as a Host with VirtualBox
21.4. FreeBSD as a Host with bhyve
22. Localization - i18n/L10n Usage and Setup
22.1. Synopsis
22.2. Using Localization
22.3. Finding i18n Applications
22.4. Locale Configuration for Specific Languages
23. Updating and Upgrading FreeBSD
23.1. Synopsis
23.2. FreeBSD Update
23.3. Updating the Documentation Set
23.4. Tracking a Development Branch
23.5. Synchronizing Source
23.6. Rebuilding World
23.7. Tracking for Multiple Machines
24. DTrace
24.1. Synopsis
24.2. Implementation Differences
24.3. Enabling DTrace Support
24.4. Using DTrace
IV. Network Communication
25. Serial Communications
25.1. Synopsis
25.2. Serial Terminology and Hardware
25.3. Terminals
25.4. Dial-in Service
25.5. Dial-out Service
25.6. Setting Up the Serial Console
26. PPP
26.1. Synopsis
26.2. Configuring PPP
26.3. Troubleshooting PPP Connections
26.4. Using PPP over Ethernet (PPPoE)
26.5. Using PPP over ATM (PPPoA)
27. Electronic Mail
27.1. Synopsis
27.2. Mail Components
27.3. Sendmail Configuration Files
27.4. Changing the Mail Transfer Agent
27.5. Troubleshooting
27.6. Advanced Topics
27.7. Setting Up to Send Only
27.8. Using Mail with a Dialup Connection
27.9. SMTP Authentication
27.10. Mail User Agents
27.11. Using fetchmail
27.12. Using procmail
28. Network Servers
28.1. Synopsis
28.2. The inetd Super-Server
28.3. Network File System (NFS)
28.4. Network Information System (NIS)
28.5. Lightweight Directory Access Protocol (LDAP)
28.6. Dynamic Host Configuration Protocol (DHCP)
28.7. Domain Name System (DNS)
28.8. Apache HTTP Server
28.9. File Transfer Protocol (FTP)
28.10. File and Print Services for Microsoft® Windows® Clients (Samba)
28.11. Clock Synchronization with NTP
28.12. iSCSI Initiator and Target Configuration
29. Firewalls
29.1. Synopsis
29.2. Firewall Concepts
29.3. PF
29.4. IPFW
29.5. IPFILTER (IPF)
30. Advanced Networking
30.1. Synopsis
30.2. Gateways and Routes
30.3. Wireless Networking
30.4. USB Tethering
30.5. Bluetooth
30.6. Bridging
30.7. Link Aggregation and Failover
30.8. Diskless Operation with PXE
30.9. IPv6
30.10. Common Address Redundancy Protocol (CARP)
V. Appendices
A. Obtaining FreeBSD
A.1. CD and DVD Sets
A.2. FTP Sites
A.3. Using CTM
A.4. Using Subversion
A.5. Using rsync
B. Bibliography
B.1. Books Specific to FreeBSD
B.2. Users' Guides
B.3. Administrators' Guides
B.4. Programmers' Guides
B.5. Operating System Internals
B.6. Security Reference
B.7. Hardware Reference
B.8. UNIX® History
B.9. Periodicals, Journals, and Magazines
C. Resources on the Internet
C.1. Mailing Lists
C.2. Usenet Newsgroups
C.3. World Wide Web Servers
D. OpenPGP Keys
D.1. Officers
FreeBSD Glossary
Index
List of Figures
2.1. FreeBSD Boot Loader Menu
2.2. FreeBSD Boot Options Menu
2.3. Welcome Menu
2.4. Keymap Selection
2.5. Selecting Keyboard Menu
2.6. Enhanced Keymap Menu
2.7. Setting the Hostname
2.8. Selecting Components to Install
2.9. Installing from the Network
2.10. Choosing a Mirror
2.11. Partitioning Choices on FreeBSD 9.x
2.12. Partitioning Choices on FreeBSD 10.x and Higher
2.13. Selecting from Multiple Disks
2.14. Selecting Entire Disk or Partition
2.15. Review Created Partitions
2.16. Manually Create Partitions
2.17. Manually Create Partitions
2.18. Manually Create Partitions
2.19. ZFS Partitioning Menu
2.20. ZFS Pool Type
2.21. Disk Selection
2.22. Invalid Selection
2.23. Analysing a Disk
2.24. Disk Encryption Password
2.25. Last Chance
2.26. Final Confirmation
2.27. Fetching Distribution Files
2.28. Verifying Distribution Files
2.29. Extracting Distribution Files
2.30. Setting the root Password
2.31. Choose a Network Interface
2.32. Scanning for Wireless Access Points
2.33. Choosing a Wireless Network
2.34. WPA2 Setup
2.35. Choose IPv4 Networking
2.36. Choose IPv4 DHCP Configuration
2.37. IPv4 Static Configuration
2.38. Choose IPv6 Networking
2.39. Choose IPv6 SLAAC Configuration
2.40. IPv6 Static Configuration
2.41. DNS Configuration
2.42. Select Local or UTC Clock
2.43. Select a Region
2.44. Select a Country
2.45. Select a Time Zone
2.46. Confirm Time Zone
2.47. Selecting Additional Services to Enable
2.48. Enabling Crash Dumps
2.49. Add User Accounts
2.50. Enter User Information
2.51. Exit User and Group Management
2.52. Final Configuration
2.53. Manual Configuration
2.54. Complete the Installation
3.1. FreeBSD Boot Loader Menu
3.2. Typical Device Probe Results
3.3. Selecting Country Menu
3.4. Selecting Keyboard Menu
3.5. Selecting Usage from Sysinstall Main Menu
3.6. Selecting Documentation Menu
3.7. Sysinstall Documentation Menu
3.8. Sysinstall Main Menu
3.9. Sysinstall Keymap Menu
3.10. Sysinstall Main Menu
3.11. Sysinstall Options
3.12. Begin Standard Installation
3.13. Select Drive for FDisk
3.14. Typical Default FDisk Partitions
3.15. Fdisk Partition Using Entire Disk
3.16. Sysinstall Boot Manager Menu
3.17. Exit Select Drive
3.18. Sysinstall Disklabel Editor
3.19. Sysinstall Disklabel Editor with Auto Defaults
3.20. Free Space for Root Partition
3.21. Edit Root Partition Size
3.22. Choose the Root Partition Type
3.23. Choose the Root Mount Point
3.24. Sysinstall Disklabel Editor
3.25. Choose Distributions
3.26. Confirm Distributions
3.27. Choose Installation Media
3.28. Selecting an Ethernet Device
3.29. Set Network Configuration for ed0
3.30. Editing inetd.conf
3.31. Default Anonymous FTP Configuration
3.32. Edit the FTP Welcome Message
3.33. Editing exports
3.34. System Console Configuration Options
3.35. Screen Saver Options
3.36. Screen Saver Timeout
3.37. System Console Configuration Exit
3.38. Select the Region
3.39. Select the Country
3.40. Select the Time Zone
3.41. Select Mouse Protocol Type
3.42. Set Mouse Protocol
3.43. Configure Mouse Port
3.44. Setting the Mouse Port
3.45. Enable the Mouse Daemon
3.46. Test the Mouse Daemon
3.47. Select Package Category
3.48. Select Packages
3.49. Install Packages
3.50. Confirm Package Installation
3.51. Select User
3.52. Add User Information
3.53. Exit User and Group Management
3.54. Exit Install
3.55. Network Configuration Upper-level
3.56. Select a Default MTA
3.57. Ntpdate Configuration
3.58. Network Configuration Lower-level
30.1. PXE Booting Process with NFS Root Mount
List of Tables
2.1. Partitioning Schemes
3.1. Sample Device Inventory
3.2. Partition Layout for First Disk
3.3. Partition Layout for Subsequent Disks
3.4. FreeBSD ISO Image Names and Meanings
4.1. Utilities for Managing User Accounts
4.2. UNIX® Permissions
4.3. Disk Device Names
4.4. Common Environment Variables
6.1. XDM Configuration Files
8.1. Common Error Messages
10.1. Output PDLs
13.1. Loader Built-In Commands
13.2. Kernel Interaction During Boot
14.1. Login Class Resource Limits
17.1. Default Audit Event Classes
17.2. Prefixes for Audit Event Classes
22.1. Common Language and Country Codes
22.2. Defined Terminal Types for Character Sets
22.3. Available Console From Ports Collection
22.4. Available Input Methods
25.1. RS-232C Signal Names
25.2. DB-25 to DB-25 Null-Modem Cable
25.3. DB-9 to DB-9 Null-Modem Cable
25.4. DB-9 to DB-25 Null-Modem Cable
28.1. NIS Terminology
28.2. Additional Users
28.3. Additional Systems
28.4. DNS Terminology
29.1. Useful pfctl Options
30.1. Commonly Seen Routing Table Flags
30.2. Station Capability Codes
30.3. Reserved IPv6 Addresses
List of Examples
2.1. Creating Traditional Split File System Partitions
3.1. Using an Existing Partition Unchanged
3.2. Shrinking an Existing Partition
4.1. Install a Program As the Superuser
4.2. Adding a User on FreeBSD
4.3. rmuser Interactive Account Removal
4.4. Using chpass as Superuser
4.5. Using chpass as Regular User
4.6. Changing Your Password
4.7. Changing Another User's Password as the Superuser
4.8. Adding a Group Using pw(8)
4.9. Adding User Accounts to a New Group Using pw(8)
4.10. Adding a New Member to a Group Using pw(8)
4.11. Using id(1) to Determine Group Membership
4.12. Sample Disk, Slice, and Partition Names
4.13. Conceptual Model of a Disk
12.1. Sample Log Server Configuration
12.2. Creating a Swap File on FreeBSD 10.X and Later
12.3. Creating a Swap File on FreeBSD 9.X and Earlier
13.1. boot0 Screenshot
13.2. boot2 Screenshot
13.3. Configuring an Insecure Console in /etc/ttys
14.1. Create a Secure Tunnel for SMTP
14.2. Secure Access of a POP3 Server
14.3. Bypassing a Firewall
18.1. Using dump over ssh
18.2. Using dump over ssh with RSH Set
18.3. Backing Up the Current Directory With tar
18.4. Restoring Up the Current Directory With tar
18.5. Usingls and cpio to Make a Recursive Backup of the Current Directory
18.6. Backing Up the Current Directory With pax
19.1. Labeling Partitions on the Boot Disk
25.1. Configuring Terminal Entries
28.1. Reloading the inetd Configuration File
28.2. Mounting an Export with amd
28.3. Mounting an Export With autofs(5)
28.4. Sample /etc/ntp.conf
30.1. LACP Aggregation with a Cisco® Switch
30.2. Failover Mode
30.3. Failover Mode Between Ethernet and Wireless Interfaces

Preface

Intended Audience

The FreeBSD newcomer will find that the first section of this book guides the user through the FreeBSD installation process and gently introduces the concepts and conventions that underpin UNIX®. Working through this section requires little more than the desire to explore, and the ability to take on board new concepts as they are introduced.

Once you have traveled this far, the second, far larger, section of the Handbook is a comprehensive reference to all manner of topics of interest to FreeBSD system administrators. Some of these chapters may recommend that you do some prior reading, and this is noted in the synopsis at the beginning of each chapter.

For a list of additional sources of information, please see Appendix B, Bibliography.

Changes from the Third Edition

The current online version of the Handbook represents the cumulative effort of many hundreds of contributors over the past 10 years. The following are some of the significant changes since the two volume third edition was published in 2004:

Changes from the Second Edition (2004)

The third edition was the culmination of over two years of work by the dedicated members of the FreeBSD Documentation Project. The printed edition grew to such a size that it was necessary to publish as two separate volumes. The following are the major changes in this new edition:

  • Chapter 12, Configuration and Tuning has been expanded with new information about the ACPI power and resource management, the cron system utility, and more kernel tuning options.

  • Chapter 14, Security has been expanded with new information about virtual private networks (VPNs), file system access control lists (ACLs), and security advisories.

  • Chapter 16, Mandatory Access Control is a new chapter with this edition. It explains what MAC is and how this mechanism can be used to secure a FreeBSD system.

  • Chapter 18, Storage has been expanded with new information about USB storage devices, file system snapshots, file system quotas, file and network backed filesystems, and encrypted disk partitions.

  • A troubleshooting section has been added to Chapter 26, PPP.

  • Chapter 27, Electronic Mail has been expanded with new information about using alternative transport agents, SMTP authentication, UUCP, fetchmail, procmail, and other advanced topics.

  • Chapter 28, Network Servers is all new with this edition. This chapter includes information about setting up the Apache HTTP Server, ftpd, and setting up a server for Microsoft® Windows® clients with Samba. Some sections from Chapter 30, Advanced Networking were moved here to improve the presentation.

  • Chapter 30, Advanced Networking has been expanded with new information about using Bluetooth® devices with FreeBSD, setting up wireless networks, and Asynchronous Transfer Mode (ATM) networking.

  • A glossary has been added to provide a central location for the definitions of technical terms used throughout the book.

  • A number of aesthetic improvements have been made to the tables and figures throughout the book.

Changes from the First Edition (2001)

The second edition was the culmination of over two years of work by the dedicated members of the FreeBSD Documentation Project. The following were the major changes in this edition:

Organization of This Book

This book is split into five logically distinct sections. The first section, Getting Started, covers the installation and basic usage of FreeBSD. It is expected that the reader will follow these chapters in sequence, possibly skipping chapters covering familiar topics. The second section, Common Tasks, covers some frequently used features of FreeBSD. This section, and all subsequent sections, can be read out of order. Each chapter begins with a succinct synopsis that describes what the chapter covers and what the reader is expected to already know. This is meant to allow the casual reader to skip around to find chapters of interest. The third section, System Administration, covers administration topics. The fourth section, Network Communication, covers networking and server topics. The fifth section contains appendices of reference information.

Chapter 1, Introduction

Introduces FreeBSD to a new user. It describes the history of the FreeBSD Project, its goals and development model.

Chapter 2, Installing FreeBSD 9.X and Later

Walks a user through the entire installation process of FreeBSD 9.x and later using bsdinstall.

Chapter 3, Installing FreeBSD 8.X

Walks a user through the entire installation process of FreeBSD 8.x and earlier using sysinstall. Some advanced installation topics, such as installing through a serial console, are also covered.

Chapter 4, UNIX Basics

Covers the basic commands and functionality of the FreeBSD operating system. If you are familiar with Linux® or another flavor of UNIX® then you can probably skip this chapter.

Chapter 5, Installing Applications: Packages and Ports

Covers the installation of third-party software with both FreeBSD's innovative Ports Collection and standard binary packages.

Chapter 6, The X Window System

Describes the X Window System in general and using X11 on FreeBSD in particular. Also describes common and desktop environments such as KDE GNOME.

Chapter 7, Desktop Applications

Lists some common desktop applications, such as web browsers and productivity suites, and describes how to install them on FreeBSD.

Chapter 8, Multimedia

Shows how to set up sound and video playback support for your system. Also describes some sample audio and video applications.

Chapter 9, Configuring the FreeBSD Kernel

Explains why you might need to configure a new kernel and provides detailed instructions for configuring, building, and installing a custom kernel.

Chapter 10, Printing

Describes managing printers on FreeBSD, including information about banner pages, printer accounting, and initial setup.

Chapter 11, Linux® Binary Compatibility

Describes the Linux® compatibility features of FreeBSD. Also provides detailed installation instructions for many popular Linux® applications such as Oracle® and Mathematica®.

Chapter 12, Configuration and Tuning

Describes the parameters available for system administrators to tune a FreeBSD system for optimum performance. Also describes the various configuration files used in FreeBSD and where to find them.

Chapter 13, The FreeBSD Booting Process

Describes the FreeBSD boot process and explains how to control this process with configuration options.

Chapter 14, Security

Describes many different tools available to help keep your FreeBSD system secure, including Kerberos, IPsec and OpenSSH.

Chapter 15, Jails

Describes the jails framework, and the improvements of jails over the traditional chroot support of FreeBSD.

Chapter 16, Mandatory Access Control

Explains what Mandatory Access Control (MAC) is and how this mechanism can be used to secure a FreeBSD system.

Chapter 17, Security Event Auditing

Describes what FreeBSD Event Auditing is, how it can be installed, configured, and how audit trails can be inspected or monitored.

Chapter 18, Storage

Describes how to manage storage media and filesystems with FreeBSD. This includes physical disks, RAID arrays, optical and tape media, memory-backed disks, and network filesystems.

Chapter 19, GEOM: Modular Disk Transformation Framework

Describes what the GEOM framework in FreeBSD is and how to configure various supported RAID levels.

Chapter 20, File Systems Support

Examines support of non-native file systems in FreeBSD, like the Z File System from Sun™.

Chapter 21, Virtualization

Describes what virtualization systems offer, and how they can be used with FreeBSD.

Chapter 22, Localization - i18n/L10n Usage and Setup

Describes how to use FreeBSD in languages other than English. Covers both system and application level localization.

Chapter 23, Updating and Upgrading FreeBSD

Explains the differences between FreeBSD-STABLE, FreeBSD-CURRENT, and FreeBSD releases. Describes which users would benefit from tracking a development system and outlines that process. Covers the methods users may take to update their system to the latest security release.

Chapter 24, DTrace

Describes how to configure and use the DTrace tool from Sun™ in FreeBSD. Dynamic tracing can help locate performance issues, by performing real time system analysis.

Chapter 25, Serial Communications

Explains how to connect terminals and modems to your FreeBSD system for both dial in and dial out connections.

Chapter 26, PPP

Describes how to use PPP to connect to remote systems with FreeBSD.

Chapter 27, Electronic Mail

Explains the different components of an email server and dives into simple configuration topics for the most popular mail server software: sendmail.

Chapter 28, Network Servers

Provides detailed instructions and example configuration files to set up your FreeBSD machine as a network filesystem server, domain name server, network information system server, or time synchronization server.

Chapter 29, Firewalls

Explains the philosophy behind software-based firewalls and provides detailed information about the configuration of the different firewalls available for FreeBSD.

Chapter 30, Advanced Networking

Describes many networking topics, including sharing an Internet connection with other computers on your LAN, advanced routing topics, wireless networking, Bluetooth®, ATM, IPv6, and much more.

Appendix A, Obtaining FreeBSD

Lists different sources for obtaining FreeBSD media on CDROM or DVD as well as different sites on the Internet that allow you to download and install FreeBSD.

Appendix B, Bibliography

This book touches on many different subjects that may leave you hungry for a more detailed explanation. The bibliography lists many excellent books that are referenced in the text.

Appendix C, Resources on the Internet

Describes the many forums available for FreeBSD users to post questions and engage in technical conversations about FreeBSD.

Appendix D, OpenPGP Keys

Lists the PGP fingerprints of several FreeBSD Developers.

Conventions used in this book

To provide a consistent and easy to read text, several conventions are followed throughout the book.

Typographic Conventions

Italic

An italic font is used for filenames, URLs, emphasized text, and the first usage of technical terms.

Monospace

A monospaced font is used for error messages, commands, environment variables, names of ports, hostnames, user names, group names, device names, variables, and code fragments.

Bold

A bold font is used for applications, commands, and keys.

User Input

Keys are shown in bold to stand out from other text. Key combinations that are meant to be typed simultaneously are shown with `+' between the keys, such as:

Ctrl+Alt+Del

Meaning the user should type the Ctrl, Alt, and Del keys at the same time.

Keys that are meant to be typed in sequence will be separated with commas, for example:

Ctrl+X, Ctrl+S

Would mean that the user is expected to type the Ctrl and X keys simultaneously and then to type the Ctrl and S keys simultaneously.

Examples

Examples starting with C:\> indicate a MS-DOS® command. Unless otherwise noted, these commands may be executed from a Command Prompt window in a modern Microsoft® Windows® environment.

E:\> tools\fdimage floppies\kern.flp A:

Examples starting with # indicate a command that must be invoked as the superuser in FreeBSD. You can login as root to type the command, or login as your normal account and use su(1) to gain superuser privileges.

# dd if=kern.flp of=/dev/fd0

Examples starting with % indicate a command that should be invoked from a normal user account. Unless otherwise noted, C-shell syntax is used for setting environment variables and other shell commands.

% top

Acknowledgments

The book you are holding represents the efforts of many hundreds of people around the world. Whether they sent in fixes for typos, or submitted complete chapters, all the contributions have been useful.

Several companies have supported the development of this document by paying authors to work on it full-time, paying for publication, etc. In particular, BSDi (subsequently acquired by Wind River Systems) paid members of the FreeBSD Documentation Project to work on improving this book full time leading up to the publication of the first printed edition in March 2000 (ISBN 1-57176-241-8). Wind River Systems then paid several additional authors to make a number of improvements to the print-output infrastructure and to add additional chapters to the text. This work culminated in the publication of the second printed edition in November 2001 (ISBN 1-57176-303-1). In 2003-2004, FreeBSD Mall, Inc, paid several contributors to improve the Handbook in preparation for the third printed edition.

Part I. Getting Started

This part of the FreeBSD Handbook is for users and administrators who are new to FreeBSD. These chapters:

  • Introduce you to FreeBSD.

  • Guide you through the installation process.

  • Teach you UNIX® basics and fundamentals.

  • Show you how to install the wealth of third party applications available for FreeBSD.

  • Introduce you to X, the UNIX® windowing system, and detail how to configure a desktop environment that makes you more productive.

We have tried to keep the number of forward references in the text to a minimum so that you can read this section of the Handbook from front to back with the minimum page flipping required.

Table of Contents
1. Introduction
1.1. Synopsis
1.2. Welcome to FreeBSD!
1.3. About the FreeBSD Project
2. Installing FreeBSD 9.X and Later
2.1. Synopsis
2.2. Minimum Hardware Requirements
2.3. Pre-Installation Tasks
2.4. Starting the Installation
2.5. Using bsdinstall
2.6. Allocating Disk Space
2.7. Committing to the Installation
2.8. Post-Installation
2.9. Troubleshooting
2.10. Using the Live CD
3. Installing FreeBSD 8.X
3.1. Synopsis
3.2. Hardware Requirements
3.3. Pre-installation Tasks
3.4. Starting the Installation
3.5. Introducing sysinstall(8)
3.6. Allocating Disk Space
3.7. Choosing What to Install
3.8. Choosing the Installation Media
3.9. Committing to the Installation
3.10. Post-installation
3.11. Troubleshooting
3.12. Advanced Installation Guide
3.13. Preparing Custom Installation Media
4. UNIX Basics
4.1. Synopsis
4.2. Virtual Consoles and Terminals
4.3. Users and Basic Account Management
4.4. Permissions
4.5. Directory Structure
4.6. Disk Organization
4.7. Mounting and Unmounting File Systems
4.8. Processes and Daemons
4.9. Shells
4.10. Text Editors
4.11. Devices and Device Nodes
4.12. Manual Pages
5. Installing Applications: Packages and Ports
5.1. Synopsis
5.2. Overview of Software Installation
5.3. Finding Software
5.4. Using pkgng for Binary Package Management
5.5. Using the Ports Collection
5.6. Building Packages with Poudriere
5.7. Post-Installation Considerations
5.8. Dealing with Broken Ports
6. The X Window System
6.1. Synopsis
6.2. Terminology
6.3. Installing Xorg
6.4. Xorg Configuration
6.5. Using Fonts in Xorg
6.6. The X Display Manager
6.7. Desktop Environments
6.8. Troubleshooting

Chapter 1. Introduction

Restructured, reorganized, and parts rewritten by Jim Mock.

1.1. Synopsis

Thank you for your interest in FreeBSD! The following chapter covers various aspects of the FreeBSD Project, such as its history, goals, development model, and so on.

After reading this chapter, you will know:

  • How FreeBSD relates to other computer operating systems.

  • The history of the FreeBSD Project.

  • The goals of the FreeBSD Project.

  • The basics of the FreeBSD open-source development model.

  • And of course: where the name FreeBSD comes from.

1.2. Welcome to FreeBSD!

FreeBSD is a 4.4BSD-Lite based operating system for Intel (x86 and Itanium®), AMD64, Sun UltraSPARC® computers. Ports to other architectures are also underway. You can also read about the history of FreeBSD, or the current release. If you are interested in contributing something to the Project (code, hardware, funding), see the Contributing to FreeBSD article.

1.2.1. What Can FreeBSD Do?

FreeBSD has many noteworthy features. Some of these are:

  • Preemptive multitasking with dynamic priority adjustment to ensure smooth and fair sharing of the computer between applications and users, even under the heaviest of loads.

  • Multi-user facilities which allow many people to use a FreeBSD system simultaneously for a variety of things. This means, for example, that system peripherals such as printers and tape drives are properly shared between all users on the system or the network and that individual resource limits can be placed on users or groups of users, protecting critical system resources from over-use.

  • Strong TCP/IP networking with support for industry standards such as SCTP, DHCP, NFS, NIS, PPP, SLIP, IPsec, and IPv6. This means that your FreeBSD machine can interoperate easily with other systems as well as act as an enterprise server, providing vital functions such as NFS (remote file access) and email services or putting your organization on the Internet with WWW, FTP, routing and firewall (security) services.

  • Memory protection ensures that applications (or users) cannot interfere with each other. One application crashing will not affect others in any way.

  • The industry standard X Window System (X11R7) can provide a graphical user interface (GUI) on any machine and comes with full sources.

  • Binary compatibility with many programs built for Linux, SCO, SVR4, BSDI and NetBSD.

  • Thousands of ready-to-run applications are available from the FreeBSD ports and packages collection. Why search the net when you can find it all right here?

  • Thousands of additional and easy-to-port applications are available on the Internet. FreeBSD is source code compatible with most popular commercial UNIX® systems and thus most applications require few, if any, changes to compile.

  • Demand paged virtual memory and merged VM/buffer cache design efficiently satisfies applications with large appetites for memory while still maintaining interactive response to other users.

  • SMP support for machines with multiple CPUs.

  • A full complement of C and C++ development tools. Many additional languages for advanced research and development are also available in the ports and packages collection.

  • Source code for the entire system means you have the greatest degree of control over your environment. Why be locked into a proprietary solution at the mercy of your vendor when you can have a truly open system?

  • Extensive online documentation.

  • And many more!

FreeBSD is based on the 4.4BSD-Lite release from Computer Systems Research Group (CSRG) at the University of California at Berkeley, and carries on the distinguished tradition of BSD systems development. In addition to the fine work provided by CSRG, the FreeBSD Project has put in many thousands of hours in fine tuning the system for maximum performance and reliability in real-life load situations. FreeBSD offers performance and reliability on par with commercial offerings, combined with many cutting-edge features not available anywhere else.

The applications to which FreeBSD can be put are truly limited only by your own imagination. From software development to factory automation, inventory control to azimuth correction of remote satellite antennae; if it can be done with a commercial UNIX® product then it is more than likely that you can do it with FreeBSD too! FreeBSD also benefits significantly from literally thousands of high quality applications developed by research centers and universities around the world, often available at little to no cost. Commercial applications are also available and appearing in greater numbers every day.

Because the source code for FreeBSD itself is generally available, the system can also be customized to an almost unheard of degree for special applications or projects, and in ways not generally possible with operating systems from most major commercial vendors. Here is just a sampling of some of the applications in which people are currently using FreeBSD:

  • Internet Services: The robust TCP/IP networking built into FreeBSD makes it an ideal platform for a variety of Internet services such as:

    • World Wide Web servers (standard or secure [SSL])

    • IPv4 and IPv6 routing

    • Firewalls and NAT (IP masquerading) gateways

    • FTP servers

    • Electronic Mail servers

    • And more...

  • Education: Are you a student of computer science or a related engineering field? There is no better way of learning about operating systems, computer architecture and networking than the hands on, under the hood experience that FreeBSD can provide. A number of freely available CAD, mathematical and graphic design packages also make it highly useful to those whose primary interest in a computer is to get other work done!

  • Research: With source code for the entire system available, FreeBSD is an excellent platform for research in operating systems as well as other branches of computer science. FreeBSD's freely available nature also makes it possible for remote groups to collaborate on ideas or shared development without having to worry about special licensing agreements or limitations on what may be discussed in open forums.

  • Networking: Need a new router? A name server (DNS)? A firewall to keep people out of your internal network? FreeBSD can easily turn that unused PC sitting in the corner into an advanced router with sophisticated packet-filtering capabilities.

  • Embedded: FreeBSD makes an excellent platform to build embedded systems upon. With support for the ARM®, MIPS® and PowerPC® platforms, coupled with a robust network stack, cutting edge features and the permissive BSD license FreeBSD makes an excellent foundation for building embedded routers, firewalls, and other devices.

  • Desktop: FreeBSD makes a fine choice for an inexpensive desktop solution using the freely available X11 server. FreeBSD offers a choice from many open-source desktop environments, including the standard GNOME and KDE graphical user interfaces. FreeBSD can even boot diskless from a central server, making individual workstations even cheaper and easier to administer.

  • Software Development: The basic FreeBSD system comes with a full complement of development tools including a full C/C++ compiler and debugger suite. Support for many other languages are also available through the ports and packages collection.

FreeBSD is available to download free of charge, or can be obtained on either CD-ROM or DVD. Please see Appendix A, Obtaining FreeBSD for more information about obtaining FreeBSD.

1.2.2. Who Uses FreeBSD?

FreeBSD's advanced features, proven security, and predictable release cycle, as well as its permissive license have lead to its use as a platform for building many commericial and open source appliances, devices, and products, including those from many of the world's largest IT companies:

  • Apache - The Apache Software Foundation runs most of its public facing infrastructure, including possibly one of the largest SVN repositories in the world with over 1.4 million commits, on FreeBSD.

  • Apple - OS X borrows heavily from FreeBSD for the network stack, virtual file system, and many userland components. Apple iOS also contains elements borrowed from FreeBSD.

  • Cisco - IronPort network security and anti-spam appliances run a modified FreeBSD kernel.

  • Citrix - The NetScaler line of security appliances provide layer 4-7 load balancing, content caching, application firewall, secure VPN, and mobile cloud network access, along with the power of a FreeBSD shell.

  • Dell KACE - The KACE system management appliances run FreeBSD because of its reliability, scalability, and the community that supports its continued development.

  • Experts Exchange - All public facing web servers are powered by FreeBSD and they make extensive use of jails to isolate development and testing environments without the overhead of virtualization.

  • Isilon - Isilon's enterprise storage appliances are based on FreeBSD. The extremely liberal FreeBSD license allowed Isilon to integrate their intellectual property throughout the kernel and focus on building their product instead of an operating system.

  • iXsystems - The TrueNAS line of unified storage appliances is based on FreeBSD. In addition to their commercial products, iXsystems also manages development of the open source projects PC-BSD and FreeNAS.

  • Juniper - The JunOS operating system that powers all Juniper networking gear (including routers, switches, security, and networking appliances) is based on FreeBSD. Juniper is one of many vendors that showcases the symbiotic relationship between the project and vendors of commercial products. Improvements generated at Juniper are upstreamed into FreeBSD to reduce the complexity of integrating new features from FreeBSD back into JunOS in the future.

  • McAfee - SecurOS, the basis of McAfee enterprise firewall products including Sidewinder is based on FreeBSD.

  • NetApp - The Data ONTAP GX line of storage appliances are based on FreeBSD. In addition, NetApp has contributed back many features, including the new BSD licensed hypervisor, bhyve.

  • Netflix - The OpenConnect appliance that Netflix uses to stream movies to its customers is based on FreeBSD. Netflix has make extensive contributions to the codebase and works to maintain a zero delta from mainline FreeBSD. Netflix OpenConnect appliances are responsible for delivering more than 32% of all Internet traffic in North America.

  • Sandvine - Sandvine uses FreeBSD as the basis of their high performance realtime network processing platforms that make up their intelligent network policy control products.

  • Sony - The PlayStation 4 gaming console runs a modified version of FreeBSD.

  • Sophos - The Sophos Email Appliance product is based on a hardened FreeBSD and scans inbound mail for spam and viruses, while also monitoring outbound mail for malware as well as the accidental loss of sensitive information.

  • Spectra Logic - The nTier line of archive grade storage appliances run FreeBSD and OpenZFS.

  • The Weather Channel - The IntelliStar appliance that is installed at each local cable providers headend and is responsible for injecting local weather forecasts into the cable TV network's programming runs FreeBSD.

  • Verisign - Verisign is responsible for operating the .com and .net root domain registries as well as the accompanying DNS infrastructure. They rely on a number of different network operating systems including FreeBSD to ensure there is no common point of failure in their infrastructure.

  • WhatsApp - When WhatsApp needed a platform that would be able to handle more than 1 million concurrent TCP connections per server, they chose FreeBSD. They then proceeded to scale past 2.5 million connections per server.

  • Wheel Systems - The FUDO security appliance allows enterprises to monitor, control, record, and audit contractors and administrators who work on their systems. Based on all of the best security features of FreeBSD including ZFS, GELI, Capsicum, HAST, and auditdistd.

FreeBSD has also spawned a number of related open source projects:

  • BSD Router - A FreeBSD based replacement for large enterprise routers designed to run on standard PC hardware.

  • FreeNAS - A customized FreeBSD designed to be used as a network file server appliance. Provides a python based web interface to simplify the management of both the UFS and ZFS file systems. Includes support for NFS, SMB/CIFS, AFP, FTP, and iSCSI. Includes an extensible plugin system based on FreeBSD jails.

  • GhostBSD - A desktop oriented distribution of FreeBSD bundled with the Gnome desktop environment.

  • mfsBSD - A toolkit for building a FreeBSD system image that runs entirely from memory.

  • NAS4Free - A file server distribution based on FreeBSD with a PHP powered web interface.

  • PC-BSD - A customized version of FreeBSD geared towards desktop users with graphical utilities to exposing the power of FreeBSD to all users. Designed to ease the transition of Windows and OS X users.

  • pfSense - A firewall distribution based on FreeBSD with a huge array of features and extensive IPv6 support.

  • m0n0wall - A stripped down version of FreeBSD bundled with a web server and PHP. Designed as an embedded firewall appliance with a footprint of less than 12 MB.

  • ZRouter - An open source alternative firmware for embedded devices based on FreeBSD. Designed to replace the proprietary firmware on off-the-shelf routers.

FreeBSD is also used to power some of the biggest sites on the Internet, including:

and many more. Wikipedia also maintains a list of products based on FreeBSD

1.3. About the FreeBSD Project

The following section provides some background information on the project, including a brief history, project goals, and the development model of the project.

1.3.1. A Brief History of FreeBSD

The FreeBSD Project had its genesis in the early part of 1993, partially as an outgrowth of the Unofficial 386BSDPatchkit by the patchkit's last 3 coordinators: Nate Williams, Rod Grimes and Jordan Hubbard.

The original goal was to produce an intermediate snapshot of 386BSD in order to fix a number of problems with it that the patchkit mechanism just was not capable of solving. The early working title for the project was 386BSD 0.5 or 386BSD Interim in reference of that fact.

386BSD was Bill Jolitz's operating system, which had been up to that point suffering rather severely from almost a year's worth of neglect. As the patchkit swelled ever more uncomfortably with each passing day, they decided to assist Bill by providing this interim cleanup snapshot. Those plans came to a rude halt when Bill Jolitz suddenly decided to withdraw his sanction from the project without any clear indication of what would be done instead.

The trio thought that the goal remained worthwhile, even without Bill's support, and so they adopted the name "FreeBSD" coined by David Greenman. The initial objectives were set after consulting with the system's current users and, once it became clear that the project was on the road to perhaps even becoming a reality, Jordan contacted Walnut Creek CDROM with an eye toward improving FreeBSD's distribution channels for those many unfortunates without easy access to the Internet. Walnut Creek CDROM not only supported the idea of distributing FreeBSD on CD but also went so far as to provide the project with a machine to work on and a fast Internet connection. Without Walnut Creek CDROM's almost unprecedented degree of faith in what was, at the time, a completely unknown project, it is quite unlikely that FreeBSD would have gotten as far, as fast, as it has today.

The first CD-ROM (and general net-wide) distribution was FreeBSD 1.0, released in December of 1993. This was based on the 4.3BSD-Lite (Net/2) tape from U.C. Berkeley, with many components also provided by 386BSD and the Free Software Foundation. It was a fairly reasonable success for a first offering, and they followed it with the highly successful FreeBSD 1.1 release in May of 1994.

Around this time, some rather unexpected storm clouds formed on the horizon as Novell and U.C. Berkeley settled their long-running lawsuit over the legal status of the Berkeley Net/2 tape. A condition of that settlement was U.C. Berkeley's concession that large parts of Net/2 were encumbered code and the property of Novell, who had in turn acquired it from AT&T some time previously. What Berkeley got in return was Novell's blessing that the 4.4BSD-Lite release, when it was finally released, would be declared unencumbered and all existing Net/2 users would be strongly encouraged to switch. This included FreeBSD, and the project was given until the end of July 1994 to stop shipping its own Net/2 based product. Under the terms of that agreement, the project was allowed one last release before the deadline, that release being FreeBSD 1.1.5.1.

FreeBSD then set about the arduous task of literally re-inventing itself from a completely new and rather incomplete set of 4.4BSD-Lite bits. The Lite releases were light in part because Berkeley's CSRG had removed large chunks of code required for actually constructing a bootable running system (due to various legal requirements) and the fact that the Intel port of 4.4 was highly incomplete. It took the project until November of 1994 to make this transition, and in December it released FreeBSD 2.0 to the world. Despite being still more than a little rough around the edges, the release was a significant success and was followed by the more robust and easier to install FreeBSD 2.0.5 release in June of 1995.

Since that time, FreeBSD has made a series of releases each time improving the stability, speed, and feature set of the previous version.

For now, long-term development projects continue to take place in the 10.X-CURRENT (trunk) branch, and snapshot releases of 10.X are continually made available from the snapshot server as work progresses.

1.3.2. FreeBSD Project Goals

Contributed by Jordan Hubbard.

The goals of the FreeBSD Project are to provide software that may be used for any purpose and without strings attached. Many of us have a significant investment in the code (and project) and would certainly not mind a little financial compensation now and then, but we are definitely not prepared to insist on it. We believe that our first and foremost mission is to provide code to any and all comers, and for whatever purpose, so that the code gets the widest possible use and provides the widest possible benefit. This is, I believe, one of the most fundamental goals of Free Software and one that we enthusiastically support.

That code in our source tree which falls under the GNU General Public License (GPL) or Library General Public License (LGPL) comes with slightly more strings attached, though at least on the side of enforced access rather than the usual opposite. Due to the additional complexities that can evolve in the commercial use of GPL software we do, however, prefer software submitted under the more relaxed BSD copyright when it is a reasonable option to do so.

1.3.3. The FreeBSD Development Model

Contributed by Satoshi Asami.

The development of FreeBSD is a very open and flexible process, being literally built from the contributions of thousands of people around the world, as can be seen from our list of contributors. FreeBSD's development infrastructure allow these thousands of contributors to collaborate over the Internet. We are constantly on the lookout for new developers and ideas, and those interested in becoming more closely involved with the project need simply contact us at the FreeBSD technical discussions mailing list. The FreeBSD announcements mailing list is also available to those wishing to make other FreeBSD users aware of major areas of work.

Useful things to know about the FreeBSD Project and its development process, whether working independently or in close cooperation:

The SVN repositories

For several years, the central source tree for FreeBSD was maintained by CVS (Concurrent Versions System), a freely available source code control tool. In June 2008, the Project switched to using SVN (Subversion). The switch was deemed necessary, as the technical limitations imposed by CVS were becoming obvious due to the rapid expansion of the source tree and the amount of history already stored. The Documentation Project and Ports Collection repositories also moved from CVS to SVN in May 2012 and July 2012, respectively. Please refer to the Synchronizing your source tree section for more information on obtaining the FreeBSD src/ repository and Using the Ports Collection for details on obtaining the FreeBSD Ports Collection.

The committers list

The committers are the people who have write access to the Subversion tree, and are authorized to make modifications to the FreeBSD source (the term committer comes from the source control commit command, which is used to bring new changes into the repository). The best way of making submissions for review by the committers list is to use the send-pr(1) command. If something appears to be jammed in the system, then you may also reach them by sending mail to the FreeBSD committer's mailing list.

The FreeBSD core team

The FreeBSD core team would be equivalent to the board of directors if the FreeBSD Project were a company. The primary task of the core team is to make sure the project, as a whole, is in good shape and is heading in the right directions. Inviting dedicated and responsible developers to join our group of committers is one of the functions of the core team, as is the recruitment of new core team members as others move on. The current core team was elected from a pool of committer candidates in July 2014. Elections are held every 2 years.

Note:

Like most developers, most members of the core team are also volunteers when it comes to FreeBSD development and do not benefit from the project financially, so commitment should also not be misconstrued as meaning guaranteed support. The board of directors analogy above is not very accurate, and it may be more suitable to say that these are the people who gave up their lives in favor of FreeBSD against their better judgement!

Outside contributors

Last, but definitely not least, the largest group of developers are the users themselves who provide feedback and bug fixes to us on an almost constant basis. The primary way of keeping in touch with FreeBSD's more non-centralized development is to subscribe to the FreeBSD technical discussions mailing list where such things are discussed. See Appendix C, Resources on the Internet for more information about the various FreeBSD mailing lists.

The FreeBSD Contributors List is a long and growing one, so why not join it by contributing something back to FreeBSD today?

Providing code is not the only way of contributing to the project; for a more complete list of things that need doing, please refer to the FreeBSD Project web site.

In summary, our development model is organized as a loose set of concentric circles. The centralized model is designed for the convenience of the users of FreeBSD, who are provided with an easy way of tracking one central code base, not to keep potential contributors out! Our desire is to present a stable operating system with a large set of coherent application programs that the users can easily install and use — this model works very well in accomplishing that.

All we ask of those who would join us as FreeBSD developers is some of the same dedication its current people have to its continued success!

1.3.4. Third Party Programs

In addition to the base distributions, FreeBSD offers a ported software collection with thousands of commonly sought-after programs. At the time of this writing, there were over 24,000 ports! The list of ports ranges from http servers, to games, languages, editors, and almost everything in between. The entire Ports Collection requires approximately 500 MB. To compile a port, you simply change to the directory of the program you wish to install, type make install, and let the system do the rest. The full original distribution for each port you build is retrieved dynamically so you need only enough disk space to build the ports you want. Almost every port is also provided as a pre-compiled package, which can be installed with a simple command (pkg_add) by those who do not wish to compile their own ports from source. More information on packages and ports can be found in Chapter 5, Installing Applications: Packages and Ports.

1.3.5. Additional Documentation

All recent FreeBSD versions provide an option in the installer (either sysinstall(8) or bsdinstall(8)) to install additional documentation under /usr/local/share/doc/freebsd during the initial system setup. Documentation may also be installed at any later time using packages as described in Section 23.3.2, “Updating Documentation from Ports”. You may view the locally installed manuals with any HTML capable browser using the following URLs:

You can also view the master (and most frequently updated) copies at http://www.FreeBSD.org/.

Chapter 2. Installing FreeBSD 9.X and Later

Restructured, reorganized, and parts rewritten by Jim Mock.
Updated for bsdinstall by Gavin Atkinson and Warren Block.
Updated for root-on-ZFS by Allan Jude.

2.1. Synopsis

Beginning with FreeBSD 9.0-RELEASE, FreeBSD provides an easy to use, text-based installation program named bsdinstall. This chapter describes how to install FreeBSD using bsdinstall. The use of sysinstall, which is the installation program used by FreeBSD 8.x, is covered in Chapter 3, Installing FreeBSD 8.X.

In general, the installation instructions in this chapter are written for the i386™ and AMD64 architectures. Where applicable, instructions specific to other platforms will be listed. 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.

Note:

Users who prefer to install FreeBSD using a graphical installer may be interested in pc-sysinstall, the installer used by the PC-BSD Project. It can be used to install either a graphical desktop (PC-BSD) or a command line version of FreeBSD. Refer to the PC-BSD Users Handbook for details (http://wiki.pcbsd.org/index.php/PC-BSD%C2%AE_Users_Handbook/10.1).

After reading this chapter, you will know:

  • The minimum hardware requirements and FreeBSD supported architectures.

  • How to create the 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.

Before reading this chapter, you should:

  • Read the supported hardware list that shipped with the version of FreeBSD to be installed and verify that the system's hardware is supported.

2.2. Minimum Hardware Requirements

The hardware requirements to install FreeBSD vary by the FreeBSD version and the hardware architecture. Hardware architectures and devices supported by a FreeBSD release are listed in the Hardware Notes file. Usually named HARDWARE.TXT, the file is located in the root directory of the release media. Copies of the supported hardware list are also available on the Release Information page of the FreeBSD web site (http://www.FreeBSD.org/releases/index.html).

A FreeBSD installation will require at least 64 MB of RAM and 1.5 GB of free hard drive space for the most minimal installation. However, that is a very minimal install, leaving almost no free space. A more realistic minimum is 4 GB without a graphical environment, and 8 GB or more if a graphical user interface will be used. Third-party application software requires more space. It is recommended to increase RAM and hard drive space to meet the needs of the applications that will be used and the amount of data that will be stored.

The processor requirements for each architecture can be summarized as follows:

amd64

There are two classes of processors capable of running amd64. The first are AMD64 processors, including the AMD Athlon™64 and AMD Opteron™ processors.

The second class of processors includes those using the Intel® EM64T architecture. Examples of these processors include all multi-core Intel® Xeon™ processors except Sossaman, the single-core Intel® Xeon™ processors Nocona, Irwindale, Potomac, and Cranford, the Intel® Core™ 2 (not Core Duo) and later processors, all Intel® Pentium® D processors, the Intel® Pentium® 4s and Celeron Ds using the Cedar Mill core, and some Intel® Pentium® 4s and Celeron Ds using the Prescott core.

Both Uniprocessor (UP) and Symmetric Multi-processor (SMP) configurations are supported.

i386

Almost all i386-compatible processors with a floating point unit are supported. All Intel® processors 486 or higher are supported.

FreeBSD will take advantage of Physical Address Extensions (PAE) support on CPUs that support this feature. A kernel with the PAE feature enabled will detect memory above 4 GB and allow it to be used by the system. This feature places constraints on the device drivers and other features of FreeBSD which may be used; refer to pae(4) for details.

ia64

Currently supported processors are the Itanium® and the Itanium® 2. Supported chipsets include the HP zx1, Intel® 460GX, and Intel® E8870. Both Uniprocessor (UP) and Symmetric Multi-processor (SMP) configurations are supported.

pc98

NEC PC-9801/9821 series with almost all i386-compatible processors, including 80486, Pentium®, Pentium® Pro, and Pentium® II, are all supported. All i386-compatible processors by AMD, Cyrix, IBM, and IDT are also supported. EPSON PC-386/486/586 series, which are compatible with NEC PC-9801 series, are supported. The NEC FC-9801/9821 and NEC SV-98 series should be supported.

High-resolution mode is not supported. NEC PC-98XA/XL/RL/XL^2, and NEC PC-H98 series are supported in normal (PC-9801 compatible) mode only. The SMP-related features of FreeBSD are not supported. The New Extend Standard Architecture (NESA) bus used in the PC-H98, SV-H98, and FC-H98 series, is not supported.

powerpc

All New World ROM Apple® Macintosh® systems with built-in USB are supported. SMP is supported on machines with multiple CPUs.

A 32-bit kernel can only use the first 2 GB of RAM.

sparc64

Systems supported by FreeBSD/sparc64 are listed at the FreeBSD/sparc64 Project (http://www.freebsd.org/platforms/sparc.html).

SMP is supported on all systems with more than 1 processor. A dedicated disk is required as it is not possible to share a disk with another operating system at this time.

2.3. 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. Before doing this, check that the system is ready for an installation by verifying the items in this checklist:

  1. 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.

  2. 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.

    Warning:

    Some older operating systems, like Windows® XP, are not compatible with the GPT partition scheme. If FreeBSD will be sharing a disk with such an operating system, MBR partitioning is required.

    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.

    A variety of free and commercial partition resizing tools are listed at http://en.wikipedia.org/wiki/List_of_disk_partitioning_software. GParted Live (http://gparted.sourceforge.net/livecd.php) is a free live CD which includes the GParted partition editor. GParted is also included with many other Linux live CD distributions.

    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. An alternative is to use virtualization (Chapter 21, Virtualization) which allows multiple operating systems to run at the same time without modifying any disk partitions.

  3. 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:

    Required Network Information
    1. IP address

    2. Subnet mask

    3. IP address of default gateway

    4. Domain name of the network

    5. IP addresses of the network's DNS servers

  4. 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 (http://www.freebsd.org/releases/10.0R/errata.html) on the FreeBSD web site. 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 release information section of the FreeBSD web site (http://www.freebsd.org/releases/index.html).

2.3.1. 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 www.freebsd.org/where.html#download. Each installation file's name includes the release version of FreeBSD, the architecture, and the type of file. For example, to install FreeBSD 10.0 on an amd64 system from a DVD, download FreeBSD-10.0-RELEASE-amd64-dvd1.iso, burn this file to a DVD, and boot the system with the DVD inserted.

Several file types are available, though not all file types are available for all architectures. The possible file types are:

  • -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 a CD using a CD burning application.

  • -disc1.iso: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. It should be burned to a CD using a CD burning application.

  • -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 a DVD using a DVD burning application.

  • -memstick.img: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. It should be burned to a USB stick using the instructions below.

Also download CHECKSUM.SHA256 from the same directory as the image file and use it to check the image file's integrity by calculating a checksum. FreeBSD provides sha256(1) for this, while other operating systems have similar programs. Compare the calculated checksum with the one shown in CHECKSUM.SHA256. The checksums must match exactly. If the checksums do not match, the file is corrupt and should be downloaded again.

2.3.1.1. Writing an Image File to USB

The *.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.

Procedure 2.1. 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 dd(1) command-line utility is available on BSD, Linux®, and Mac OS® 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.

    # dd if=FreeBSD-10.0-RELEASE-amd64-memstick.img of=/dev/da0 bs=64k

    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 sudo(8). Systems like Linux® might buffer writes. To force all writes to complete, use sync(8).

Procedure 2.2. Using Windows® 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.

  1. Obtaining Image Writer for Windows®

    Image Writer for Windows® is a free application that can correctly write an image file to a memory stick. Download it from https://launchpad.net/win32-image-writer/ and extract it into a folder.

  2. 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 [ 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 [ Write ] to write the image file to the memory stick.

You are now ready to start installing FreeBSD.

2.4. Starting the Installation

Important:

By default, the installation will not make any changes to the disk(s) before the following message:

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 Section 2.3.1, “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.

2.4.1. Booting on i386™ and amd64

These architectures provide a BIOS menu for selecting the boot device. Depending upon the installation media being used, select the CD/DVD or USB device as the first boot device. Most systems also provide a key for selecting the boot device during startup without having to enter the BIOS. Typically, the key is either F10, F11, F12, or Escape.

If the computer loads the existing operating system instead of the FreeBSD installer, then either:

  1. The installation media was not inserted early enough in the boot process. Leave the media inserted and try restarting the computer.

  2. The BIOS changes were incorrect or not saved. Double-check that the right boot device is selected as the first boot device.

  3. This system is too old to support booting from the chosen media. In this case, the Plop Boot Manager (http://www.plop.at/en/bootmanager.html) can be used to boot the system from the selected media.

2.4.2. Booting on PowerPC®

On most machines, holding C on the keyboard during boot will boot from the CD. Otherwise, hold Command+Option+O+F, or Windows+Alt+O+F on non-Apple® keyboards. At the 0 > prompt, enter

boot cd:,\ppc\loader cd:0

2.4.3. Booting on SPARC64®

Most SPARC64® systems are set up to boot automatically from disk. To install FreeBSD from a CD requires a break into the PROM.

To do this, reboot the system and wait until the boot message appears. The message depends on the model, but should look something like this:

Sun Blade 100 (UltraSPARC-IIe), Keyboard Present
Copyright 1998-2001 Sun Microsystems, Inc.  All rights reserved.
OpenBoot 4.2, 128 MB memory installed, Serial #51090132.
Ethernet address 0:3:ba:b:92:d4, Host ID: 830b92d4.

If the system proceeds to boot from disk at this point, press L1+A or Stop+A on the keyboard, or send a BREAK over the serial console. When using tip or cu, ~# will issue a BREAK. The PROM prompt will be ok on systems with one CPU and ok {0} on SMP systems, where the digit indicates the number of the active CPU.

At this point, place the CD into the drive and type boot cdrom from the PROM prompt.

2.4.4. FreeBSD Boot Menu

Once the system boots from the installation media, a menu similar to the following will be displayed:

Figure 2.1. FreeBSD Boot Loader Menu
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 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 1, upper- or lower-case B, or Enter.

  • Boot Single User: This mode can be used to fix an existing FreeBSD installation as described in Section 13.2.4.1, “Single-User Mode”. Press 2 or the upper- or lower-case 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 Section 13.2.3, “Stage Three”. Press 3 or Esc to boot into this prompt.

  • Reboot: Reboots the system.

  • Configure Boot Options: Opens the menu shown in, and described under, Figure 2.2, “FreeBSD Boot Options Menu”.

Figure 2.2. FreeBSD Boot Options Menu
FreeBSD Boot Options Menu

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.

  • 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 Section 13.2.4.1, “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 1 or Backspace to return to the main boot menu, then press 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 Figure 2.3, “Welcome Menu” will be displayed.

Figure 2.3. Welcome Menu
Welcome Menu

Press Enter to select the default of [ 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 [ Shell ] can be used to access a FreeBSD shell in order to use command line utilities to prepare the disks before installation. The [ Live CD ] option can be used to try out FreeBSD before installing it. The live version is described in Section 2.10, “Using the Live CD.

Tip:

To review the boot messages, including the hardware device probe, press the upper- or lower-case S and then 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.

2.5. 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 Space to select or deselect that menu item. When finished, press Enter to save the selection and move onto the next screen.

2.5.1. Selecting the Keymap Menu

Depending on the system console being used, bsdinstall may initially display the menu shown in Figure 2.4, “Keymap Selection”.

Figure 2.4. Keymap Selection
Keymap Selection

To configure the keyboard layout, press Enter with [ YES ] selected, which will display the menu shown in Figure 2.5, “Selecting Keyboard Menu”. To instead use the default layout, use the arrow key to select [ NO ] and press Enter to skip this menu screen.

Figure 2.5. Selecting Keyboard Menu
Selecting Keyboard Menu

When configuring the keyboard layout, use the up and down arrows to select the keymap that most closely represents the mapping of the keyboard attached to the system. Press Enter to save the selection.

Note:

Pressing Esc will exit this menu and use the default keymap. If the choice of keymap is not clear, United States of America ISO-8859-1 is also a safe option.

In FreeBSD 10.0-RELEASE and later, this menu has been enhanced. The full selection of keymaps is shown, with the default preselected. In addition, when selecting a different keymap, a dialog is displayed that allows the user to try the keymap and ensure it is correct before proceeding.

Figure 2.6. Enhanced Keymap Menu
Enhanced Keymap Menu

2.5.2. Setting the Hostname

The next bsdinstall menu is used to set the hostname for the newly installed system.

Figure 2.7. Setting the Hostname
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.

2.5.3. Selecting Components to Install

Next, bsdinstall will prompt to select optional components to install.

Figure 2.8. Selecting Components to Install
Selecting Components to Install

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:

  • doc - Additional documentation, mostly of historical interest, to install into /usr/share/doc. The documentation provided by the FreeBSD Documentation Project may be installed later using the instructions in Section 23.3, “Updating the Documentation Set”.

  • games - Several traditional BSD games, including fortune, rot13, and others.

  • 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. Chapter 5, 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 500 MB 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.

2.5.4. Installing from the Network

The menu shown in Figure 2.9, “Installing from the Network” only appears when installing from a -bootonly.iso CD 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 first configured.

Figure 2.9. Installing from the Network
Installing from the Network

To configure the network connection, press Enter and follow the instructions in Section 2.8.2, “Configuring Network Interfaces”. 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.

Figure 2.10. Choosing a Mirror
Choosing a Mirror

Installation will then continue as if the installation files were located on the local installation media.

2.6. Allocating Disk Space

The next menu is used to determine the method for allocating disk space. The options available in the menu depend upon the version of FreeBSD being installed.

Figure 2.11. Partitioning Choices on FreeBSD 9.x
Partitioning Choices on FreeBSD 9.x

Figure 2.12. Partitioning Choices on FreeBSD 10.x and Higher
Partitioning Choices on FreeBSD 10.x and Higher

Guided partitioning automatically sets up the disk partitions, Manual partitioning allows advanced users to create customized partitions from menu options, and Shell opens a shell prompt where advanced users can create customized partitions using command-line utilities like gpart(8), fdisk(8), and bsdlabel(8). ZFS partitioning, only available in FreeBSD 10 and later, creates an optionally encrypted root-on-ZFS system with support for boot environments.

This section describes what to consider when laying out the disk partitions. It then demonstrates how to use the different partitioning methods.

2.6.1. Designing the Partition Layout

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, OpenOffice 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 is recommended for this partition.

When selecting partition sizes, keep the space requirements in mind. Running out of space in one partition while barely using another can be a hassle.

As a rule of thumb, the swap partition should be about double the size of physical memory (RAM). Systems with minimal RAM 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 are fine, even if swap is not used much. 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.

2.6.2. Guided Partitioning

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.

Figure 2.13. Selecting from Multiple Disks
Selecting from Multiple Disks

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 [ Entire Disk ] is chosen, a general partition layout filling the whole disk is automatically created. Selecting [ Partition ] creates a partition layout from the unused space on the disk.

Figure 2.14. Selecting Entire Disk or Partition
Selecting Entire Disk or Partition

After the partition layout has been created, review it to ensure it meets the needs of the installation. Selecting [ Revert ] will reset the partitions to their original values and pressing [ Auto ] will recreate the automatic FreeBSD partitions. Partitions can also be manually created, modified, or deleted. When the partitioning is correct, select [ Finish ] to continue with the installation.

Figure 2.15. Review Created Partitions
Review Created Partitions

2.6.3. Manual Partitioning

Selecting this method opens the partition editor:

Figure 2.16. Manually Create Partitions
Manually Create Partitions

Highlight the installation drive (ada0 in this example) and select [ Create ] to display a menu of available partition schemes:

Figure 2.17. Manually Create Partitions
Manually Create Partitions

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.

Table 2.1. Partitioning Schemes
AbbreviationDescription
APMApple Partition Map, used by PowerPC®.
BSDBSD label without an MBR, sometimes called dangerously dedicated mode as non-BSD disk utilities may not recognize it.
GPTGUID Partition Table (http://en.wikipedia.org/wiki/GUID_Partition_Table).
MBRMaster Boot Record (http://en.wikipedia.org/wiki/Master_boot_record).
PC98MBR variant used by NEC PC-98 computers (http://en.wikipedia.org/wiki/Pc9801).
VTOC8Volume Table Of Contents used by Sun SPARC64 and UltraSPARC computers.

After the partitioning scheme has been selected and created, select [ Create ] again to create the partitions.

Figure 2.18. Manually Create Partitions
Manually Create Partitions

A standard FreeBSD GPT installation uses at least three partitions:

  • freebsd-boot - Holds the FreeBSD boot code.

  • freebsd-ufs - A FreeBSD UFS file system.

  • freebsd-swap - FreeBSD swap space.

Another partition type worth noting is freebsd-zfs, used for partitions that will contain a FreeBSD ZFS file system (Section 20.2, “The Z File System (ZFS)”). Refer to gpart(8) for descriptions of the available GPT partition types.

Multiple file system partitions can be created and some people prefer a traditional layout with separate partitions for the /, /var, /tmp, and /usr file systems. See Example 2.1, “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.

Example 2.1. Creating Traditional Split File System Partitions

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.

Partition TypeSizeMountpointLabel
freebsd-boot512K  
freebsd-ufs2G/exrootfs
freebsd-swap4G exswap
freebsd-ufs2G/varexvarfs
freebsd-ufs1G/tmpextmpfs
freebsd-ufsaccept the default (remainder of the disk)/usrexusrfs

After the custom partitions have been created, select [ Finish ] to continue with the installation.

2.6.4. Root-on-ZFS Automatic Partitioning

Support for automatic creation of root-on-ZFS installations was added in FreeBSD 10.0-RELEASE. This partitioning mode only works with whole disks and will erase the contents of the entire disk. 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. The installer can also optionally employ GELI disk encryption as described in Section 18.12.2, “Disk Encryption with geli. If encryption is enabled, a 2 GB unencrypted boot pool containing the /boot directory is created. It holds the kernel and other files necessary to boot the system. A swap partition of a user selectable size is also created, and all remaining space is used for the ZFS pool.

The main ZFS configuration menu offers a number of options to control the creation of the pool.

Figure 2.19. ZFS Partitioning Menu
ZFS Partitioning Menu

Select T to 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 Section 2.6.5, “Shell Mode Partitioning” to create the pool. The installer supports the creation of various pool types, including stripe (not recommended, no redundancy), mirror (best performance, least usable space), and RAID-Z 1, 2, and 3 (with the capability to withstand the concurrent failure of 1, 2, and 3 disks, respectively). while selecting the pool type, a tooltip is displayed across the bottom of the screen with advice about the number of required disks, and in the case of RAID-Z, the optimal number of disks for each configuration.

Figure 2.20. ZFS Pool Type
ZFS Pool Type

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 enough disks are selected. If not, select <Change Selection> to return to the list of disks, or <Cancel> to change the pool type.

Figure 2.21. Disk Selection
Disk Selection

Figure 2.22. Invalid Selection
Invalid Selection

If one or more disks are missing from the list, or if disks were attached after the installer was started, select - Rescan Devices to repopulate the list of available disks. To ensure that the correct disks are selected, so as not to accidently destroy the wrong disks, the - 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.

Figure 2.23. Analysing a Disk
Analysing a Disk

The main ZFS configuration menu also allows the user to enter a pool name, disable forcing 4k sectors, enable or disable encryption, switch between GPT (recommended) and MBR partition table types, and select the amount of swap space. Once all options have been set to the desired values, select the >>> Install option at the top of the menu.

If GELI disk encryption was enabled, the installer will prompt twice for the passphrase to be used to encrypt the disks.

Figure 2.24. Disk Encryption Password
Disk Encryption Password

The installer then offers a last chance to cancel before the contents of the selected drives are destroyed to create the ZFS pool.

Figure 2.25. Last Chance
Last Chance

The installation then proceeds normally.

2.6.5. Shell Mode Partitioning

When creating advanced installations, the bsdinstall paritioning menus may not provide the level of flexibility required. Advanced users can select the 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.

2.7. Committing to the Installation

Once the disks are configured, the next menu provides the last chance to make changes before the selected hard drive(s) are formatted. If changes need to be made, select [ Back ] to return to the main partitioning menu. [ Revert & Exit ] will exit the installer without making any changes to the hard drive.

Figure 2.26. Final Confirmation
Final Confirmation

To instead start the actual installation, select [ Commit ] and press Enter.

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, it downloads the selected components:

Figure 2.27. Fetching Distribution Files
Fetching Distribution Files

Next, the integrity of the distribution files is verified to ensure they have not been corrupted during download or misread from the installation media:

Figure 2.28. Verifying Distribution Files
Verifying Distribution Files

Finally, the verified distribution files are extracted to the disk:

Figure 2.29. Extracting Distribution Files
Extracting Distribution Files

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.

2.8. Post-Installation

Once FreeBSD is installed, bsdinstall will prompt to configure several options before booting into the newly installed system. This section describes these configuration options.

Tip:

Once the system has booted, bsdconfig provides a menu-driven method for configuring the system using these and additional options.

2.8.1. 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. After the password has been entered, it must be entered again. This helps prevent typing errors.

Figure 2.30. Setting the root Password
Setting the root Password

2.8.2. Configuring Network Interfaces

Next, a list of the network interfaces found on the computer is shown. Select the interface to configure.

Note:

The network configuration menus will be skipped if the network was previously configured as part of a bootonly installation.

Figure 2.31. Choose a Network Interface
Choose a Network Interface

If an Ethernet interface is selected, the installer will skip ahead to the menu shown in Figure 2.35, “Choose IPv4 Networking”. If a wireless network interface is chosen, the system will instead scan for wireless access points:

Figure 2.32. Scanning for Wireless Access Points
Scanning for Wireless Access Points

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 [ 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.

Figure 2.33. Choosing a Wireless Network
Choosing a Wireless Network

Next, enter the encryption information for connecting to the selected wireless network. WPA2 encryption is strongly recommended as older encryption types, like WEP, 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.

Figure 2.34. WPA2 Setup
WPA2 Setup

Next, choose whether or not an IPv4 address should be configured on the Ethernet or wireless interface:

Figure 2.35. Choose IPv4 Networking
Choose IPv4 Networking

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 Required Network Information from the network administrator or Internet service provider.

If a DHCP server is available, select [ 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.

Figure 2.36. Choose IPv4 DHCP Configuration
Choose IPv4 DHCP Configuration

If a DHCP server is not available, select [ No ] and input the following addressing information in this menu:

Figure 2.37. IPv4 Static Configuration
IPv4 Static Configuration

  • IP Address - The IPv4 address assigned to this computer. The address must be unique and not already in use by another piece of equipment 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 [ Yes ] to select it.

Figure 2.38. Choose IPv6 Networking
Choose IPv6 Networking

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 for more information. Static configuration requires manual entry of network information.

If an IPv6 router is available, select [ 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.

Figure 2.39. Choose IPv6 SLAAC Configuration
Choose IPv6 SLAAC Configuration

If an IPv6 router is not available, select [ No ] and input the following addressing information in this menu:

Figure 2.40. IPv6 Static Configuration
IPv6 Static Configuration

  • IPv6 Address - The IPv6 address assigned to this computer. The address must be unique and not already in use by another piece of equipment 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.

Figure 2.41. DNS Configuration
DNS Configuration

2.8.3. Setting the Time Zone

The next menu asks if the system clock uses UTC or local time. When in doubt, select [ No ] to choose the more commonly-used local time.

Figure 2.42. Select Local or UTC Clock
Select Local or UTC Clock

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 Eastern time zone of the United States. The selections will vary according to the geographical location.

Figure 2.43. Select a Region
Select a Region

The appropriate region is selected using the arrow keys and then pressing Enter.

Figure 2.44. Select a Country
Select a Country

Select the appropriate country using the arrow keys and press Enter.

Figure 2.45. Select a Time Zone
Select a Time Zone

The appropriate time zone is selected using the arrow keys and pressing Enter.

Figure 2.46. Confirm Time Zone
Confirm Time Zone

Confirm the abbreviation for the time zone is correct. If it is, press Enter to continue with the post-installation configuration.

2.8.4. 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.

Figure 2.47. Selecting Additional Services to Enable
Selecting Additional Services to Enable

Here is a summary of the services which can be enabled in this menu:

  • 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.

  • ntpd - The Network Time Protocol (NTP) daemon for automatic clock synchronization. Enable this service if there is a Windows®, Kerberos, or LDAP server on the network.

  • powerd - System power control utility for power control and energy saving.

2.8.5. Enabling Crash Dumps

The next menu is used to configure whether or not crash dumps should be enabled. Enabling crash dumps can be useful in debugging issues with the system, so users are encouraged to enable crash dumps.

Figure 2.48. Enabling Crash Dumps
Enabling Crash Dumps

2.8.6. Add Users

The next menu prompts to create at least one user account. It is recommended to login to 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 [ Yes ] to add new users.

Figure 2.49. Add User Accounts
Add User Accounts

Follow the prompts and input the requested information for the user account. The example shown in Figure 2.50, “Enter User Information” creates the asample user account.

Figure 2.50. Enter User Information
Enter User Information

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. Typically, this is left blank so the system will assign a value.

  • Login group - The user's group. Typically this is 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 Section 4.9, “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 it is insecure to have a blank password.

  • 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. Characters typed will not show 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 login.

After entering everything, a summary is shown for review. If a mistake was made, enter no and try again. If everything is correct, enter yes to create the new user.

Figure 2.51. Exit User and Group Management
Exit User and Group Management

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 Section 4.3, “Users and Basic Account Management”.

2.8.7. Final Configuration

After everything has been installed and configured, a final chance is provided to modify settings.

Figure 2.52. Final Configuration
Final Configuration

Use this menu to make any changes or do any additional configuration before completing the installation.

After any final configuration is complete, select Exit.

Figure 2.53. Manual Configuration
Manual Configuration

bsdinstall will prompt if there are any additional configuration that needs to be done before rebooting into the new system. Select [ Yes ] to exit to a shell within the new system or [ No ] to proceed to the last step of the installation.

Figure 2.54. Complete the Installation
Complete the Installation

If further configuration or special setup is needed, select [ Live CD ] to boot the install media into Live CD mode.

If the installation is complete, select [ Reboot ] to reboot the computer and start the new FreeBSD system. Do not forget to remove the FreeBSD install media or the computer may 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 Section 4.3.1.3, “The Superuser Account” for instructions on how to become the superuser when administrative access is needed.

The messages that appeared during boot can be reviewed by pressing Scroll-Lock to turn on the scroll-back buffer. The PgUp, PgDn, and arrow keys can be used to scroll back through the messages. When finished, press 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 q to return to the command line after viewing.

If sshd was enabled in Figure 2.47, “Selecting Additional Services to Enable”, the first boot may be a bit slower as the system will generate the RSA and DSA keys. Subsequent boots will be faster. The fingerprints of the keys will be displayed, as seen in this example:

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 Section 14.8, “OpenSSH” for more information about fingerprints and SSH.

FreeBSD does not install a graphical environment by default. Refer to Chapter 6, 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.

2.9. Troubleshooting

This section covers basic installation troubleshooting, such as common problems people have reported.

Check the Hardware Notes (http://www.freebsd.org/releases/index.html) document for the version of FreeBSD to make sure the hardware is supported. If the hardware is supported and lock-ups or other problems occur, build a custom kernel using the instructions in Chapter 9, Configuring the FreeBSD Kernel to add support for devices which are not present in the GENERIC kernel. The default kernel assumes that most hardware devices are in their factory default configuration in terms of IRQs, I/O addresses, and DMA channels. If the hardware has been reconfigured, a custom kernel configuration file can tell FreeBSD where to find things.

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 it behaves strangely during install, ACPI may be the culprit. FreeBSD makes extensive use of the system ACPI service on the i386, amd64, and ia64 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:

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 Section 13.1, “Synopsis”.

2.10. Using the Live CD

The welcome menu of bsdinstall, shown in Figure 2.3, “Welcome Menu”, provides a [ 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 [ 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.

Chapter 3. Installing FreeBSD 8.X

Restructured, reorganized, and parts rewritten by Jim Mock.
The sysinstall walkthrough, screenshots, and general copy by Randy Pratt.

3.1. Synopsis

FreeBSD provides a text-based, easy to use installation program. FreeBSD 9.0-RELEASE and later use the installation program known as bsdinstall(8) while FreeBSD 8.X uses sysinstall(8). This chapter describes how to use sysinstall(8). The use of bsdinstall(8) is covered in Chapter 2, Installing FreeBSD 9.X and Later.

After reading this chapter, you will know:

  • How to create the FreeBSD installation media.

  • How FreeBSD refers to and subdivides hard disks.

  • How to start sysinstall(8).

  • The questions sysinstall(8) asks, what they mean, and how to answer them.

Before reading this chapter, you should:

  • Read the supported hardware list that shipped with the version of FreeBSD to install, and verify that the system's hardware is supported.

Note:

In general, these installation instructions are written for the i386™ and FreeBSD/amd64 architectures. Where applicable, instructions specific to other platforms will be listed. There may be minor differences between the installer and what is shown here. This chapter should be used as a general guide rather than a literal installation manual.

3.2. Hardware Requirements

3.2.1. Minimal Configuration

The minimal configuration to install FreeBSD varies with the FreeBSD version and the hardware architecture.

A summary of this information is given in the following sections. Depending on the method chosen to install FreeBSD, a floppy drive, CDROM drive, or network adapter may be needed. Instructions on how to prepare the installation media can be found in Section 3.3.7, “Prepare the Boot Media”.

3.2.1.1. FreeBSD/i386 and FreeBSD/pc98

Both FreeBSD/i386 and FreeBSD/pc98 require a 486 or better processor, at least 24 MB of RAM, and at least 150 MB of free hard drive space for the most minimal installation.

Note:

In the case of older hardware, installing more RAM and more hard drive space is often more important than a faster processor.

3.2.1.2. FreeBSD/amd64

There are two classes of processors capable of running FreeBSD/amd64. The first are AMD64 processors, including the AMD Athlon™64, AMD Athlon™64-FX, and AMD Opteron™ or better processors.

The second class of processors includes those using the Intel® EM64T architecture. Examples of these processors include the Intel® Core™ 2 Duo, Quad, Extreme processor families, and the Intel® Xeon™ 3000, 5000, and 7000 sequences of processors.

If the machine is based on an nVidia nForce3 Pro-150, the BIOS setup must be used to disable the IO APIC. If this option does not exist, disable ACPI instead as there are bugs in the Pro-150 chipset.

3.2.1.3. FreeBSD/sparc64

To install FreeBSD/sparc64, use a supported platform (see Section 3.2.2, “Supported Hardware”).

A dedicated disk is needed for FreeBSD/sparc64 as it is not possible to share a disk with another operating system at this time.

3.2.2. Supported Hardware

A list of supported hardware is provided with each FreeBSD release in the FreeBSD Hardware Notes. This document can usually be found in a file named HARDWARE.TXT, in the top-level directory of a CDROM or FTP distribution, or in sysinstall(8)'s documentation menu. It lists, for a given architecture, which hardware devices are known to be supported by each release of FreeBSD. Copies of the supported hardware list for various releases and architectures can also be found on the Release Information page of the FreeBSD website.

3.3. Pre-installation Tasks

3.3.1. Inventory the Computer

Before installing FreeBSD it is recommended to inventory the components in the computer. The FreeBSD installation routines will show components such as hard disks, network cards, and CDROM drives with their model number and manufacturer. FreeBSD will also attempt to determine the correct configuration for these devices, including information about IRQ and I/O port usage. Due to the vagaries of computer hardware, this process is not always completely successful, and FreeBSD may need some manual configuration.

If another operating system is already installed, use the facilities provided by that operating systems to view the hardware configuration. If the settings of an expansion card are not obvious, check if they are printed on the card itself. Popular IRQ numbers are 3, 5, and 7, and I/O port addresses are normally written as hexadecimal numbers, such as 0x330.

It is recommended to print or write down this information before installing FreeBSD. It may help to use a table, as seen in this example:

Table 3.1. Sample Device Inventory
Device NameIRQI/O port(s)Notes
First hard diskN/AN/A40 GB, made by Seagate, first IDE master
CDROMN/AN/AFirst IDE slave
Second hard diskN/AN/A20 GB, made by IBM, second IDE master
First IDE controller140x1f0 
Network cardN/AN/AIntel® 10/100
ModemN/AN/A3Com® 56K faxmodem, on COM1
   

Once the inventory of the components in the computer is complete, check if it matches the hardware requirements of the FreeBSD release to install.

3.3.2. Make a Backup

If the computer contains valuable data, ensure it is backed up, and that the backup has been tested before installing FreeBSD. The FreeBSD installer will prompt before writing any data to disk, but once that process has started, it cannot be undone.

3.3.3. Decide Where to Install FreeBSD

If FreeBSD is to be installed on the entire hard disk, skip this section.

However, if FreeBSD will co-exist with other operating systems, a rough understanding of how data is laid out on the disk is useful.

3.3.3.1. Disk Layouts for FreeBSD/i386

A PC disk can be divided into discrete chunks known as partitions. Since FreeBSD also has partitions, naming can quickly become confusing. Therefore, these disk chunks are referred to as slices in FreeBSD. For example, the FreeBSD version of fdisk(8) refers to slices instead of partitions. By design, the PC only supports four partitions per disk. These partitions are called primary partitions. To work around this limitation and allow more than four partitions, a new partition type was created, the extended partition. A disk may contain only one extended partition. Special partitions, called logical partitions, can be created inside this extended partition.

Each partition has a partition ID, which is a number used to identify the type of data on the partition. FreeBSD partitions have the partition ID of 165.

In general, each operating system will identify partitions in a particular way. For example, Windows®, assigns each primary and logical partition a drive letter, starting with C:.

FreeBSD must be installed into a primary partition. If there are multiple disks, a FreeBSD partition can be created on all, or some, of them. When FreeBSD is installed, at least one partition must be available. This might be a blank partition or it might be an existing partition whose data can be overwritten.

If all the partitions on all the disks are in use, free one of them for FreeBSD using the tools provided by an existing operating system, such as Windows® fdisk.

If there is a spare partition, use that. If it is too small, shrink one or more existing partitions to create more available space.

A minimal installation of FreeBSD takes as little as 100 MB of disk space. However, that is a very minimal install, leaving almost no space for files. A more realistic minimum is 250 MB without a graphical environment, and 350 MB or more for a graphical user interface. If other third-party software will be installed, even more space is needed.

You can use a tool such as GParted to resize your partitions and make space for FreeBSD. GParted is known to work on NTFS and is available on a number of Live CD Linux distributions, such as SystemRescueCD.

Warning:

Incorrect use of a shrinking tool can delete the data on the disk. Always have a recent, working backup before using this type of tool.

Example 3.1. Using an Existing Partition Unchanged

Consider a computer with a single 4 GB disk that already has a version of Windows® installed, where the disk has been split into two drive letters, C: and D:, each of which is 2 GB in size. There is 1 GB of data on C:, and 0.5 GB of data on D:.

This disk has two partitions, one per drive letter. Copy all existing data from D: to C:, which will free up the second partition, ready for FreeBSD.


Example 3.2. Shrinking an Existing Partition

Consider a computer with a single 4 GB disk that already has a version of Windows® installed. When Windows® was installed, it created one large partition, a C: drive that is 4 GB in size. Currently, 1.5 GB of space is used, and FreeBSD should have 2 GB of space.

In order to install FreeBSD, either:

  1. Backup the Windows® data and then reinstall Windows®, asking for a 2 GB partition at install time.

  2. Use one of the tools described above to shrink your Windows® partition.


3.3.4. Collect the Network Configuration Details

Before installing from an FTP site or an NFS server, make note of the network configuration. The installer will prompt for this information so that it can connect to the network to complete the installation.

3.3.4.1. Connecting to an Ethernet Network or Cable/DSL Modem

If using an Ethernet network or an Internet connection using an Ethernet adapter via cable or DSL, the following information is needed:

  1. IP address

  2. IP address of the default gateway

  3. Hostname

  4. DNS server IP addresses

  5. Subnet Mask

If this information is unknown, ask the system administrator or service provider. Make note if this information is assigned automatically using DHCP.

3.3.4.2. Connecting Using a Modem

If using a dialup modem, FreeBSD can still be installed over the Internet, it will just take a very long time.

You will need to know:

  1. The phone number to dial the Internet Service Provider (ISP)

  2. The COM: port the modem is connected to

  3. The username and password for the ISP account

3.3.5. Check for FreeBSD Errata

Although the FreeBSD Project strives to ensure that each release of FreeBSD is as stable as possible, bugs do occasionally creep into the process. On rare occasions those bugs affect the installation process. As these problems are discovered and fixed, they are noted in the FreeBSD Errata, which is found on the FreeBSD website. Check the errata before installing to make sure that there are no late-breaking problems to be aware of.

Information about all releases, including the errata for each release, can be found on the release information section of the FreeBSD website.

3.3.6. Obtain the FreeBSD Installation Files

The FreeBSD installer can install FreeBSD from files located in any of the following places:

Local Media
  • A CDROM or DVD

  • A USB Memory Stick

  • A MS-DOS® partition on the same computer

  • Floppy disks (FreeBSD/pc98 only)

Network
  • An FTP site through a firewall or using an HTTP proxy

  • An NFS server

  • A dedicated parallel or serial connection

If installing from a purchased FreeBSD CD/DVD, skip ahead to Section 3.3.7, “Prepare the Boot Media”.

To obtain the FreeBSD installation files, skip ahead to Section 3.13, “Preparing Custom Installation Media” which explains how to prepare the installation media. After reading that section, come back here and read on to Section 3.3.7, “Prepare the Boot Media”.

3.3.7. Prepare the Boot Media

The FreeBSD installation process is started by booting the computer into the FreeBSD installer. It is not a program that can be run within another operating system. The computer normally boots using the operating system installed on the hard disk, but it can also be configured to boot from a CDROM or from a USB disk.

Tip:

If installing from a CD/DVD to a computer whose BIOS supports booting from the CD/DVD, skip this section. The FreeBSD CD/DVD images are bootable and can be used to install FreeBSD without any other special preparation.

To create a bootable memory stick, follow these steps:

  1. Acquire the Memory Stick Image

    Memory stick images for FreeBSD 8.X can be downloaded from the ISO-IMAGES/ directory at ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/arch/ISO-IMAGES/version/FreeBSD-version-RELEASE-arch-memstick.img. Replace arch and version with the architecture and the version number to install. For example, the memory stick images for FreeBSD/i386 9.3-RELEASE are available from ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/i386/ISO-IMAGES/9.3/FreeBSD-9.3-RELEASE-i386-memstick.img.

    Tip:

    A different directory path is used for FreeBSD 9.0-RELEASE and later versions. How to download and install FreeBSD 9.X is covered in Chapter 2, Installing FreeBSD 9.X and Later.

    The memory stick image has a .img extension. The ISO-IMAGES/ directory contains a number of different images and the one to use depends on the version of FreeBSD and the type of media supported by the hardware being installed to.

    Important:

    Before proceeding, back up the data on the USB stick, as this procedure will erase it.

  2. Write the Image File to the Memory Stick

    Procedure 3.1. Using FreeBSD to Write the Image

    Warning:

    The example below lists /dev/da0 as the target device where the image will be written. Be very careful that you have the correct device as the output target, or you may destroy your existing data.

    • Writing the Image with dd(1)

      The .img file is not a regular file that can just be copied to the memory stick. It is an image of the complete contents of the disk. This means that dd(1) must be used to write the image directly to the disk:

      # dd if=FreeBSD-9.3-RELEASE-i386-memstick.img of=/dev/da0 bs=64k

      If an Operation not permitted error is displayed, make certain that the target device is not in use, mounted, or being automounted by another program. Then try again.

    Procedure 3.2. Using Windows® to Write the Image

    Warning:

    Make sure to use the correct drive letter as the output target, as this command will overwrite and destroy any existing data on the specified device.

    1. Obtaining Image Writer for Windows

      Image Writer for Windows is a free application that can correctly write an image file to a memory stick. Download it from https://launchpad.net/win32-image-writer/ and extract it into a folder.

    2. 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 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. Finally, click Write to write the image file to the drive.

To create the boot floppy images for a FreeBSD/pc98 installation, follow these steps:

  1. Acquire the Boot Floppy Images

    The FreeBSD/pc98 boot disks can be downloaded from the floppies directory, ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/pc98/version-RELEASE/floppies/. Replace version with the version number to install.

    The floppy images have a .flp extension. floppies/ contains a number of different images. Download boot.flp as well as the number of files associated with the type of installation, such as kern.small* or kern*.

    Important:

    The FTP program must use binary mode to download these disk images. Some web browsers use text or ASCII mode, which will be apparent if the disks are not bootable.

  2. Prepare the Floppy Disks

    Prepare one floppy disk per downloaded image file. It is imperative that these disks are free from defects. The easiest way to test this is to reformat the disks. Do not trust pre-formatted floppies. The format utility in Windows® will not tell about the presence of bad blocks, it simply marks them as bad and ignores them. It is advised to use brand new floppies.

    Important:

    If the installer crashes, freezes, or otherwise misbehaves, one of the first things to suspect is the floppies. Write the floppy image files to new disks and try again.

  3. Write the Image Files to the Floppy Disks

    The .flp files are not regular files that can be copied to the disk. They are images of the complete contents of the disk. Specific tools must be used to write the images directly to the disk.

    FreeBSD provides a tool called rawrite for creating the floppies on a computer running Windows®. This tool can be downloaded from ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/pc98/ version-RELEASE/tools/ on the FreeBSD FTP site. Download this tool, insert a floppy, then specify the filename to write to the floppy drive:

    C:\> rawrite boot.flp A:

    Repeat this command for each .flp file, replacing the floppy disk each time, being sure to label the disks with the name of the file. Adjust the command line as necessary, depending on where the .flp files are located.

    When writing the floppies on a UNIX®-like system, such as another FreeBSD system, use dd(1) to write the image files directly to disk. On FreeBSD, run:

    # dd if=boot.flp of=/dev/fd0

    On FreeBSD, /dev/fd0 refers to the first floppy disk. Other UNIX® variants might have different names for the floppy disk device, so check the documentation for the system as necessary.

You are now ready to start installing FreeBSD.

3.4. Starting the Installation

Important:

By default, the installer will not make any changes to the disk(s) until after the following message:

Last Chance: Are you SURE you want continue the installation?

If you're running this on a disk with data you wish to save then WE
STRONGLY ENCOURAGE YOU TO MAKE PROPER BACKUPS before proceeding!

We can take no responsibility for lost disk contents!

The install can be exited at any time prior to this final warning without changing the contents of the hard drive. If there is a concern that something is configured incorrectly, turn the computer off before this point, and no damage will be done.

3.4.1. Booting

3.4.1.1. Booting for the i386

  1. Turn on the computer. As it starts it should display an option to enter the system set up menu, or BIOS, commonly reached by keys like F2, F10, Del, or Alt+S. Use whichever keystroke is indicated on screen. In some cases the computer may display a graphic while it starts. Typically, pressing Esc will dismiss the graphic and display the boot messages.

  2. Find the setting that controls which devices the system boots from. This is usually labeled as the Boot Order and commonly shown as a list of devices, such as Floppy, CDROM, First Hard Disk, and so on.

    If booting from the CD/DVD, make sure that the CDROM drive is selected. If booting from a USB disk, make sure that it is selected instead. When in doubt, consult the manual that came with the computer or its motherboard.

    Make the change, then save and exit. The computer should now restart.

  3. If using a prepared a bootable USB stick, as described in Section 3.3.7, “Prepare the Boot Media”, plug in the USB stick before turning on the computer.

    If booting from CD/DVD, turn on the computer, and insert the CD/DVD at the first opportunity.

    Note:

    For FreeBSD/pc98, installation boot floppies are available and can be prepared as described in Section 3.3.7, “Prepare the Boot Media”. The first floppy disc will contain boot.flp. Put this floppy in the floppy drive to boot into the installer.

    If the computer starts up as normal and loads the existing operating system, then either:

    1. The disks were not inserted early enough in the boot process. Leave them in, and try restarting the computer.

    2. The BIOS changes did not work correctly. Redo that step until the right option is selected.

    3. That particular BIOS does not support booting from the desired media.

  4. FreeBSD will start to boot. If booting from CD/DVD, messages will be displayed, similar to these:

    Booting from CD-Rom...
    645MB medium detected
    CD Loader 1.2
    
    Building the boot loader arguments
    Looking up /BOOT/LOADER... Found
    Relocating the loader and the BTX
    Starting the BTX loader
    
    BTX loader 1.00 BTX version is 1.02
    Consoles: internal video/keyboard
    BIOS CD is cd0
    BIOS drive C: is disk0
    BIOS drive D: is disk1
    BIOS 636kB/261056kB available memory
    
    FreeBSD/i386 bootstrap loader, Revision 1.1
    
    Loading /boot/defaults/loader.conf
    /boot/kernel/kernel text=0x64daa0 data=0xa4e80+0xa9e40 syms=[0x4+0x6cac0+0x4+0x88e9d]
    \

    If booting from floppy disc, a display similar to this will be shown:

    Booting from Floppy...
    Uncompressing ... done
    
    BTX loader 1.00  BTX version is 1.01
    Console: internal video/keyboard
    BIOS drive A: is disk0
    BIOS drive C: is disk1
    BIOS 639kB/261120kB available memory
    
    FreeBSD/i386 bootstrap loader, Revision 1.1
    
    Loading /boot/defaults/loader.conf
    /kernel text=0x277391 data=0x3268c+0x332a8 |
    
    Insert disk labelled "Kernel floppy 1" and press any key...

    Remove the boot.flp floppy, insert the next floppy, and press Enter. When prompted, insert the other disks as required.

  5. The boot process will then display the FreeBSD boot loader menu:

    Figure 3.1. FreeBSD Boot Loader Menu
    FreeBSD Boot Loader Menu

    Either wait ten seconds, or press Enter.

3.4.1.2. Booting for SPARC64®

Most SPARC64® systems are set to boot automatically from disk. To install FreeBSD, boot over the network or from a CD/DVD and wait until the boot message appears. The message depends on the model, but should look similar to:

Sun Blade 100 (UltraSPARC-IIe), Keyboard Present
Copyright 1998-2001 Sun Microsystems, Inc.  All rights reserved.
OpenBoot 4.2, 128 MB memory installed, Serial #51090132.
Ethernet address 0:3:ba:b:92:d4, Host ID: 830b92d4.

If the system proceeds to boot from disk, press L1+A or Stop+A on the keyboard, or send a BREAK over the serial console using ~# in tip(1) or cu(1) to get to the PROM prompt. It looks like this:

ok     1
ok {0} 2

1

This is the prompt used on systems with just one CPU.

2

This is the prompt used on SMP systems and the digit indicates the number of the active CPU.

At this point, place the CD/DVD into the drive and from the PROM prompt, type boot cdrom.

3.4.2. Reviewing the Device Probe Results

The last few hundred lines that have been displayed on screen are stored and can be reviewed.

To review this buffer, press Scroll Lock to turn on scrolling in the display. Use the arrow keys or PageUp and PageDown to view the results. Press Scroll Lock again to stop scrolling.

Do this now, to review the text that scrolled off the screen when the kernel was carrying out the device probes. Text similar to Figure 3.2, “Typical Device Probe Results” will be displayed, although it will differ depending on the devices in the computer.

Figure 3.2. Typical Device Probe Results
avail memory = 253050880 (247120K bytes)
Preloaded elf kernel "kernel" at 0xc0817000.
Preloaded mfs_root "/mfsroot" at 0xc0817084.
md0: Preloaded image </mfsroot> 4423680 bytes at 0xc03ddcd4

md1: Malloc disk
Using $PIR table, 4 entries at 0xc00fde60
npx0: <math processor> on motherboard
npx0: INT 16 interface
pcib0: <Host to PCI bridge> on motherboard
pci0: <PCI bus> on pcib0
pcib1:<VIA 82C598MVP (Apollo MVP3) PCI-PCI (AGP) bridge> at device 1.0 on pci0
pci1: <PCI bus> on pcib1
pci1: <Matrox MGA G200 AGP graphics accelerator> at 0.0 irq 11
isab0: <VIA 82C586 PCI-ISA bridge> at device 7.0 on pci0
isa0: <iSA bus> on isab0
atapci0: <VIA 82C586 ATA33 controller> port 0xe000-0xe00f at device 7.1 on pci0
ata0: at 0x1f0 irq 14 on atapci0
ata1: at 0x170 irq 15 on atapci0
uhci0 <VIA 83C572 USB controller> port 0xe400-0xe41f irq 10 at device 7.2 on pci
0
usb0: <VIA 83572 USB controller> on uhci0
usb0: USB revision 1.0
uhub0: VIA UHCI root hub, class 9/0, rev 1.00/1.00, addr1
uhub0: 2 ports with 2 removable, self powered
pci0: <unknown card> (vendor=0x1106, dev=0x3040) at 7.3
dc0: <ADMtek AN985 10/100BaseTX> port 0xe800-0xe8ff mem 0xdb000000-0xeb0003ff ir
q 11 at device 8.0 on pci0
dc0: Ethernet address: 00:04:5a:74:6b:b5
miibus0: <MII bus> on dc0
ukphy0: <Generic IEEE 802.3u media interface> on miibus0
ukphy0: 10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto
ed0: <NE2000 PCI Ethernet (RealTek 8029)> port 0xec00-0xec1f irq 9 at device 10.
0 on pci0
ed0 address 52:54:05:de:73:1b, type NE2000 (16 bit)
isa0: too many dependant configs (8)
isa0: unexpected small tag 14
orm0: <Option ROM> at iomem 0xc0000-0xc7fff on isa0
fdc0: <NEC 72065B or clone> at port 0x3f0-0x3f5,0x3f7 irq 6 drq2 on isa0
fdc0: FIFO enabled, 8 bytes threshold
fd0: <1440-KB 3.5” drive> on fdc0 drive 0
atkbdc0: <Keyboard controller (i8042)> at port 0x60,0x64 on isa0
atkbd0: <AT Keyboard> flags 0x1 irq1 on atkbdc0
kbd0 at atkbd0
psm0: <PS/2 Mouse> irq 12 on atkbdc0
psm0: model Generic PS/@ mouse, device ID 0
vga0: <Generic ISA VGA> at port 0x3c0-0x3df iomem 0xa0000-0xbffff on isa0
sc0: <System console> at flags 0x100 on isa0
sc0: VGA <16 virtual consoles, flags=0x300>
sio0 at port 0x3f8-0x3ff irq 4 flags 0x10 on isa0
sio0: type 16550A
sio1 at port 0x2f8-0x2ff irq 3 on isa0
sio1: type 16550A
ppc0: <Parallel port> at port 0x378-0x37f irq 7 on isa0
pppc0: SMC-like chipset (ECP/EPP/PS2/NIBBLE) in COMPATIBLE mode
ppc0: FIFO with 16/16/15 bytes threshold
plip0: <PLIP network interface> on ppbus0
ad0: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata0-master UDMA33
acd0: CD-RW <LITE-ON LTR-1210B> at ata1-slave PIO4
Mounting root from ufs:/dev/md0c
/stand/sysinstall running as init on vty0

Check the probe results carefully to make sure that FreeBSD found all the devices. If a device was not found, it will not be listed. A custom kernel can be used to add in support for devices which are not in the GENERIC kernel.

After the device probe, the menu shown in Figure 3.3, “Selecting Country Menu” will be displayed. Use the arrow key to choose a country, region, or group. Then press Enter to set the country.

Figure 3.3. Selecting Country Menu
Selecting Country Menu

If United States is selected as the country, the standard American keyboard map will be used. If a different country is chosen, the following menu will be displayed. Use the arrow keys to choose the correct keyboard map and press Enter.

Figure 3.4. Selecting Keyboard Menu
Selecting Keyboard Menu

After the country selection, the sysinstall(8) main menu will display.

3.5. Introducing sysinstall(8)

The FreeBSD 8.X installer, sysinstall(8), is console based and is divided into a number of menus and screens that can be used to configure and control the installation process.

This menu system is controlled by the arrow keys, Enter, Tab, Space, and other keys. To view a detailed description of these keys and what they do, ensure that the Usage entry is highlighted and that the [Select] button is selected, as shown in Figure 3.5, “Selecting Usage from Sysinstall Main Menu”, then press Enter.

The instructions for using the menu system will be displayed. After reviewing them, press Enter to return to the Main Menu.

Figure 3.5. Selecting Usage from Sysinstall Main Menu
Selecting Usage from Sysinstall Main Menu

3.5.1. Selecting the Documentation Menu

From the Main Menu, select Doc with the arrow keys and press Enter.

Figure 3.6. Selecting Documentation Menu
Selecting Documentation Menu

This will display the Documentation Menu.

Figure 3.7. Sysinstall Documentation Menu
Sysinstall Documentation Menu

It is important to read the documents provided. To view a document, select it with the arrow keys and press Enter. When finished reading a document, press Enter to return to the Documentation Menu.

To return to the Main Installation Menu, select Exit with the arrow keys and press Enter.

3.5.2. Selecting the Keymap Menu

To change the keyboard mapping, use the arrow keys to select Keymap from the menu and press Enter. This is only required when using a non-standard or non-US keyboard.

Figure 3.8. Sysinstall Main Menu
Sysinstall Main Menu

A different keyboard mapping may be chosen by selecting the menu item using the up and down arrow keys and pressing Space. Pressing Space again will unselect the item. When finished, choose the [ OK ] using the arrow keys and press Enter.

Only a partial list is shown in this screen representation. Selecting [ Cancel ] by pressing Tab will use the default keymap and return to the Main Install Menu.

Figure 3.9. Sysinstall Keymap Menu
Sysinstall Keymap Menu

3.5.3. Installation Options Screen

Select Options and press Enter.

Figure 3.10. Sysinstall Main Menu
Sysinstall Main Menu

Figure 3.11. Sysinstall Options
Sysinstall Options

The default values are usually fine for most users and do not need to be changed. The release name will vary according to the version being installed.

The description of the selected item will appear at the bottom of the screen highlighted in blue. Notice that one of the options is Use Defaults to reset all values to startup defaults.

Press F1 to read the help screen about the various options.

Press Q to return to the Main Install menu.

3.5.4. Begin a Standard Installation

The Standard installation is the option recommended for those new to UNIX® or FreeBSD. Use the arrow keys to select Standard and then press Enter to start the installation.

Figure 3.12. Begin Standard Installation
Begin Standard Installation

3.6. Allocating Disk Space

The first task is to allocate disk space for FreeBSD, and label that space so that sysinstall(8) can prepare it. In order to do this you need to know how FreeBSD expects to find information on the disk.

3.6.1. BIOS Drive Numbering

Before installing and configuring FreeBSD it is important to be aware how FreeBSD deals with BIOS drive mappings.

In a PC running a BIOS-dependent operating system such as Microsoft® Windows®, the BIOS is able to abstract the normal disk drive order and the operating system goes along with the change. This allows the user to boot from a disk drive other than the "primary master". This is especially convenient for users buy an identical second hard drive, and perform routine copies of the first drive to the second drive. If the first drive fails, is attacked by a virus, or is scribbled upon by an operating system defect, they can easily recover by instructing the BIOS to logically swap the drives. It is like switching the cables on the drives, without having to open the case.

Systems with SCSI controllers often include BIOS extensions which allow the SCSI drives to be re-ordered in a similar fashion for up to seven drives.

A user who is accustomed to taking advantage of these features may become surprised when the results with FreeBSD are not as expected. FreeBSD does not use the BIOS, and does not know the logical BIOS drive mapping. This can lead to perplexing situations, especially when drives are physically identical in geometry and have been made as data clones of one another.

When using FreeBSD, always restore the BIOS to natural drive numbering before installing FreeBSD, and then leave it that way. If drives need to be switched around, take the time to open the case and move the jumpers and cables.

3.6.2. Creating Slices Using FDisk

After choosing to begin a standard installation in sysinstall(8), this message will appear:

                                 Message
 In the next menu, you will need to set up a DOS-style ("fdisk")
 partitioning scheme for your hard disk. If you simply wish to devote
 all disk space to FreeBSD (overwriting anything else that might be on
 the disk(s) selected) then use the (A)ll command to select the default
 partitioning scheme followed by a (Q)uit. If you wish to allocate only
 free space to FreeBSD, move to a partition marked "unused" and use the
 (C)reate command.
                                [  OK  ]

                      [ Press enter or space ]

Press Enter and a list of all the hard drives that the kernel found when it carried out the device probes will be displayed. Figure 3.13, “Select Drive for FDisk” shows an example from a system with two IDE disks called ad0 and ad2.

Figure 3.13. Select Drive for FDisk
Select Drive for FDisk

Note that ad1 is not listed here.

Consider two IDE hard disks where one is the master on the first IDE controller and one is the master on the second IDE controller. If FreeBSD numbered these as ad0 and ad1, everything would work.

But if a third disk is later added as the slave device on the first IDE controller, it would now be ad1, and the previous ad1 would become ad2. Because device names are used to find filesystems, some filesystems may no longer appear correctly, requiring a change to the FreeBSD configuration.

To work around this, the kernel can be configured to name IDE disks based on where they are and not the order in which they were found. With this scheme, the master disk on the second IDE controller will always be ad2, even if there are no ad0 or ad1 devices.

This configuration is the default for the FreeBSD kernel, which is why the display in this example shows ad0 and ad2. The machine on which this screenshot was taken had IDE disks on both master channels of the IDE controllers and no disks on the slave channels.

Select the disk on which to install FreeBSD, and then press [ OK ]. FDisk will start, with a display similar to that shown in Figure 3.14, “Typical Default FDisk Partitions”.

The FDisk display is broken into three sections.

The first section, covering the first two lines of the display, shows details about the currently selected disk, including its FreeBSD name, the disk geometry, and the total size of the disk.

The second section shows the slices that are currently on the disk, where they start and end, how large they are, the name FreeBSD gives them, and their description and sub-type. This example shows two small unused slices which are artifacts of disk layout schemes on the PC. It also shows one large FAT slice, which appears as C: in Windows®, and an extended slice, which may contain other drive letters in Windows®.

The third section shows the commands that are available in FDisk.

Figure 3.14. Typical Default FDisk Partitions
Typical Default FDisk Partitions

This step varies, depending on how the disk is to be sliced.

To install FreeBSD to the entire disk, which will delete all the other data on this disk, press A, which corresponds to the Use Entire Disk option. The existing slices will be removed and replaced with a small area flagged as unused and one large slice for FreeBSD. Then, select the newly created FreeBSD slice using the arrow keys and press S to mark the slice as being bootable. The screen will then look similar to Figure 3.15, “Fdisk Partition Using Entire Disk”. Note the A in the Flags column, which indicates that this slice is active, and will be booted from.

If an existing slice needs to be deleted to make space for FreeBSD, select the slice using the arrow keys and press D. Then, press C to be prompted for the size of the slice to create. Enter the appropriate value and press Enter. The default value in this box represents the largest possible slice to make, which could be the largest contiguous block of unallocated space or the size of the entire hard disk.

If you have already made space for FreeBSD then you can press C to create a new slice. Again, you will be prompted for the size of slice you would like to create.

Figure 3.15. Fdisk Partition Using Entire Disk
Fdisk Partition Using Entire Disk

When finished, press Q. Any changes will be saved in sysinstall(8), but will not yet be written to disk.

3.6.3. Install a Boot Manager

The next menu provides the option to install a boot manager. In general, install the FreeBSD boot manager if:

  • There is more than one drive and FreeBSD will be installed onto a drive other than the first one.

  • FreeBSD will be installed alongside another operating system on the same disk, and you want to choose whether to start FreeBSD or the other operating system when the computer starts.

If FreeBSD is going to be the only operating system on this machine, installed on the first hard disk, then the Standard boot manager will suffice. Choose None if using a third-party boot manager capable of booting FreeBSD.

Make a selection and press Enter.

Figure 3.16. Sysinstall Boot Manager Menu
Sysinstall Boot Manager Menu

The help screen, reached by pressing F1, discusses the problems that can be encountered when trying to share the hard disk between operating systems.

3.6.4. Creating Slices on Another Drive

If there is more than one drive, it will return to the Select Drives screen after the boot manager selection. To install FreeBSD on to more than one disk, select another disk and repeat the slice process using FDisk.

Important:

If installing FreeBSD on a drive other than the first drive, the FreeBSD boot manager needs to be installed on both drives.

Figure 3.17. Exit Select Drive
Exit Select Drive

Use Tab to toggle between the last drive selected, [ OK ], and [ Cancel ].

Press Tab once to toggle to [ OK ], then press Enter to continue with the installation.

3.6.5. Creating Partitions Using Disklabel

Next, create some partitions inside each slice. Remember that each partition is lettered, from a through to h, and that partitions b, c, and d have conventional meanings that should be adhered to.

Certain applications can benefit from particular partition schemes, especially when laying out partitions across more than one disk. However, for a first FreeBSD installation, do not give too much thought to how to partition the disk. It is more important to install FreeBSD and start learning how to use it. You can always re-install FreeBSD to change the partition scheme after becoming more familiar with the operating system.

The following scheme features four partitions: one for swap space and three for filesystems.

Table 3.2. Partition Layout for First Disk
PartitionFilesystemSizeDescription
a/1 GBThis is the root filesystem. Every other filesystem will be mounted somewhere under this one. 1 GB is a reasonable size for this filesystem as user files should not be stored here and a regular FreeBSD install will put about 128 MB of data here.
bN/A2-3 x RAM

The system's swap space is kept on the b partition. Choosing the right amount of swap space can be a bit of an art. A good rule of thumb is that swap space should be two or three times as much as the available physical memory (RAM). There should be at least 64 MB of swap, so if there is less than 32 MB of RAM in the computer, set the swap amount to 64 MB. If there is more than one disk, swap space can be put on each disk. FreeBSD will then use each disk for swap, which effectively speeds up the act of swapping. In this case, calculate the total amount of swap needed and divide this by the number of disks to give the amount of swap to put on each disk.

e/var512 MB to 4096 MB/var contains files that are constantly varying, such as log files and other administrative files. Many of these files are read from or written to extensively during FreeBSD's day-to-day running. Putting these files on another filesystem allows FreeBSD to optimize the access of these files without affecting other files in other directories that do not have the same access pattern.
f/usrRest of disk (at least 8 GB)All other files will typically be stored in /usr and its subdirectories.

Warning:

The values above are given as example and should be used by experienced users only. Users are encouraged to use the automatic partition layout called Auto Defaults by the FreeBSD partition editor.

If installing FreeBSD on to more than one disk, create partitions in the other configured slices. The easiest way to do this is to create two partitions on each disk, one for the swap space, and one for a filesystem.

Table 3.3. Partition Layout for Subsequent Disks
PartitionFilesystemSizeDescription
bN/ASee descriptionSwap space can be split across each disk. Even though the a partition is free, convention dictates that swap space stays on the b partition.
e/disknRest of diskThe rest of the disk is taken up with one big partition. This could easily be put on the a partition, instead of the e partition. However, convention says that the a partition on a slice is reserved for the filesystem that will be the root (/) filesystem. Following this convention is not necessary, but sysinstall(8) uses it, so following it makes the installation slightly cleaner. This filesystem can be mounted anywhere; this example mounts it as /diskn, where n is a number that changes for each disk.

Having chosen the partition layout, create it using sysinstall(8).

                                 Message
 Now, you need to create BSD partitions inside of the fdisk
 partition(s) just created. If you have a reasonable amount of disk
 space (1GB or more) and don't have any special requirements, simply
 use the (A)uto command to allocate space automatically. If you have
 more specific needs or just don't care for the layout chosen by
 (A)uto, press F1 for more information on manual layout.

                                [  OK  ]
                          [ Press enter or space ]

Press Enter to start the FreeBSD partition editor, called Disklabel.

Figure 3.18, “Sysinstall Disklabel Editor” shows the display when Disklabel starts. The display is divided into three sections.

The first few lines show the name of the disk being worked on and the slice that contains the partitions to create. At this point, Disklabel calls this the Partition name rather than slice name. This display also shows the amount of free space within the slice; that is, space that was set aside in the slice, but that has not yet been assigned to a partition.

The middle of the display shows the partitions that have been created, the name of the filesystem that each partition contains, their size, and some options pertaining to the creation of the filesystem.

The bottom third of the screen shows the keystrokes that are valid in Disklabel.

Figure 3.18. Sysinstall Disklabel Editor
Sysinstall Disklabel Editor

Disklabel can automatically create partitions and assign them default sizes. The default sizes are calculated with the help of an internal partition sizing algorithm based on the disk size. Press A to see a display similar to that shown in Figure 3.19, “Sysinstall Disklabel Editor with Auto Defaults”. Depending on the size of the disk, the defaults may or may not be appropriate.

Note:

The default partitioning assigns /tmp its own partition instead of being part of the / partition. This helps avoid filling the / partition with temporary files.

Figure 3.19. Sysinstall Disklabel Editor with Auto Defaults
Sysinstall Disklabel Editor with Auto Defaults

To replace the default partitions, use the arrow keys to select the first partition and press D to delete it. Repeat this to delete all the suggested partitions.

To create the first partition, a, mounted as /, make sure the proper disk slice at the top of the screen is selected and press C. A dialog box will appear, prompting for the size of the new partition, as shown in Figure 3.20, “Free Space for Root Partition”. The size can be entered as the number of disk blocks to use or as a number followed by either M for megabytes, G for gigabytes, or C for cylinders.

Figure 3.20. Free Space for Root Partition
Free Space for Root Partition

The default size shown will create a partition that takes up the rest of the slice. If using the partition sizes described in the earlier example, delete the existing figure using Backspace, and then type in 512M, as shown in Figure 3.21, “Edit Root Partition Size”. Then press [ OK ].

Figure 3.21. Edit Root Partition Size
Edit Root Partition Size

After choosing the partition's size, the installer will ask whether this partition will contain a filesystem or swap space. The dialog box is shown in Figure 3.22, “Choose the Root Partition Type”. This first partition will contain a filesystem, so check that FS is selected and press Enter.

Figure 3.22. Choose the Root Partition Type
Choose the Root Partition Type

Finally, tell Disklabel where the filesystem will be mounted. The dialog box is shown in Figure 3.23, “Choose the Root Mount Point”. Type /, and then press Enter.

Figure 3.23. Choose the Root Mount Point
Choose the Root Mount Point

The display will then update to show the newly created partition. Repeat this procedure for the other partitions. When creating the swap partition, it will not prompt for the filesystem mount point. When creating the final partition, /usr, leave the suggested size as is to use the rest of the slice.

The final FreeBSD DiskLabel Editor screen will appear similar to Figure 3.24, “Sysinstall Disklabel Editor”, although the values chosen may be different. Press Q to finish.

Figure 3.24. Sysinstall Disklabel Editor
Sysinstall Disklabel Editor

3.7. Choosing What to Install

3.7.1. Select the Distribution Set

Deciding which distribution set to install will depend largely on the intended use of the system and the amount of disk space available. The predefined options range from installing the smallest possible configuration to everything. Those who are new to UNIX® or FreeBSD should select one of these canned options. Customizing a distribution set is typically for the more experienced user.

Press F1 for more information on the distribution set options and what they contain. When finished reviewing the help, press Enter to return to the Select Distributions Menu.

If a graphical user interface is desired, the configuration of Xorg and selection of a default desktop must be done after the installation of FreeBSD. More information regarding the installation and configuration of a Xorg can be found in Chapter 6, The X Window System.

If compiling a custom kernel is anticipated, select an option which includes the source code. For more information on why a custom kernel should be built or how to build a custom kernel, see Chapter 9, Configuring the FreeBSD Kernel.

The most versatile system is one that includes everything. If there is adequate disk space, select All, as shown in Figure 3.25, “Choose Distributions”, by using the arrow keys and pressing Enter. If there is a concern about disk space, consider using an option that is more suitable for the situation. Do not fret over the perfect choice, as other distributions can be added after installation.

Figure 3.25. Choose Distributions
Choose Distributions

3.7.2. Installing the Ports Collection

After selecting the desired distribution, an opportunity to install the FreeBSD Ports Collection is presented. The Ports Collection is an easy and convenient way to install software as it provides a collection of files that automate the downloading, compiling, and installation of third-party software packages. Chapter 5, Installing Applications: Packages and Ports discusses how to use the Ports Collection.

The installation program does not check to see if you have adequate space. Select this option only if you have adequate hard disk space. As of FreeBSD 10.0, the FreeBSD Ports Collection takes up about 500 MB of disk space. You can safely assume a larger value for more recent versions of FreeBSD.

                         User Confirmation Requested
 Would you like to install the FreeBSD ports collection?

 This will give you ready access to over 24,000 ported software packages,
 at a cost of around 500 MB of disk space when "clean" and possibly much
 more than that if a lot of the distribution tarballs are loaded
 (unless you have the extra CDs from a FreeBSD CD/DVD distribution
 available and can mount it on /cdrom, in which case this is far less
 of a problem).

 The Ports Collection is a very valuable resource and well worth having
 on your /usr partition, so it is advisable to say Yes to this option.

 For more information on the Ports Collection & the latest ports,
 visit:
     http://www.FreeBSD.org/ports

                              [ Yes ]     No

Select [ Yes ] with the arrow keys to install the Ports Collection or [ No ] to skip this option. Press Enter to continue. The Choose Distributions menu will redisplay.

Figure 3.26. Confirm Distributions
Confirm Distributions

Once satisfied with the options, select Exit with the arrow keys, ensure that [ OK ] is highlighted, and press Enter to continue.

3.8. Choosing the Installation Media

If installing from a CD/DVD, use the arrow keys to highlight Install from a FreeBSD CD/DVD. Ensure that [ OK ] is highlighted, then press Enter to proceed with the installation.

For other methods of installation, select the appropriate option and follow the instructions.

Press F1 to display the Online Help for installation media. Press Enter to return to the media selection menu.

Figure 3.27. Choose Installation Media
Choose Installation Media

FTP Installation Modes:

There are three FTP installation modes to choose from: active FTP, passive FTP, or via a HTTP proxy.

FTP Active: Install from an FTP server

This option makes all FTP transfers use Active mode. This will not work through firewalls, but will often work with older FTP servers that do not support passive mode. If the connection hangs with passive mode (the default), try using active mode.

FTP Passive: Install from an FTP server through a firewall

This option instructs sysinstall(8) to use passive mode for all FTP operations. This allows the user to pass through firewalls that do not allow incoming connections on random TCP ports.

FTP via a HTTP proxy: Install from an FTP server through a http proxy

This option instructs sysinstall(8) to use the HTTP protocol to connect to a proxy for all FTP operations. The proxy will translate the requests and send them to the FTP server. This allows the user to pass through firewalls that do not allow FTP, but offer a HTTP proxy. In this case, specify the proxy in addition to the FTP server.

For a proxy FTP server, give the name of the server as part of the username, after an @ sign. The proxy server then fakes the real server. For example, to install from ftp.FreeBSD.org, using the proxy FTP server foo.example.com, listening on port 1234, go to the options menu, set the FTP username to ftp@ftp.FreeBSD.org and the password to an email address. As the installation media, specify FTP (or passive FTP, if the proxy supports it), and the URL ftp://foo.example.com:1234/pub/FreeBSD.

Since /pub/FreeBSD from ftp.FreeBSD.org is proxied under foo.example.com, the proxy will fetch the files from ftp.FreeBSD.org as the installer requests them.

3.9. Committing to the Installation

The installation can now proceed if desired. This is also the last chance for aborting the installation to prevent changes to the hard drive.

                       User Confirmation Requested
 Last Chance! Are you SURE you want to continue the installation?

 If you're running this on a disk with data you wish to save then WE
 STRONGLY ENCOURAGE YOU TO MAKE PROPER BACKUPS before proceeding!

 We can take no responsibility for lost disk contents!

                             [ Yes ]    No

Select [ Yes ] and press Enter to proceed.

The installation time will vary according to the distribution chosen, installation media, and the speed of the computer. There will be a series of messages displayed, indicating the status.

The installation is complete when the following message is displayed:

                               Message

Congratulations! You now have FreeBSD installed on your system.

We will now move on to the final configuration questions.
For any option you do not wish to configure, simply select No.

If you wish to re-enter this utility after the system is up, you may
do so by typing: /usr/sbin/sysinstall.

                                 [ OK ]

                      [  Press enter or space  ]

Press Enter to proceed with post-installation configurations.

Selecting [ No ] and pressing Enter will abort the installation so no changes will be made to the system. The following message will appear:

                                Message
Installation complete with some errors.  You may wish to scroll
through the debugging messages on VTY1 with the scroll-lock feature.
You can also choose "No" at the next prompt and go back into the
installation menus to retry whichever operations have failed.

                                 [ OK ]

This message is generated because nothing was installed. Pressing Enter will return to the Main Installation Menu to exit the installation.

3.10. Post-installation

Configuration of various options can be performed after a successful installation. An option can be configured by re-entering the configuration menus before booting the new FreeBSD system or after boot using sysinstall(8) and then selecting the Configure menu.

3.10.1. Network Device Configuration

If PPP was previously configured for an FTP install, this screen will not display and can be configured after boot as described above.

For detailed information on Local Area Networks and configuring FreeBSD as a gateway/router refer to the Advanced Networking chapter.

                      User Confirmation Requested
   Would you like to configure any Ethernet or PPP network devices?

                             [ Yes ]   No

To configure a network device, select [ Yes ] and press Enter. Otherwise, select [ No ] to continue.

Figure 3.28. Selecting an Ethernet Device
Selecting an Ethernet Device

Select the interface to be configured with the arrow keys and press Enter.

                      User Confirmation Requested
       Do you want to try IPv6 configuration of the interface?

                              Yes   [ No ]

In this private local area network, the current Internet type protocol (IPv4) was sufficient and [ No ] was selected with the arrow keys and Enter pressed.

If connected to an existing IPv6 network with an RA server, choose [ Yes ] and press Enter. It will take several seconds to scan for RA servers.

                             User Confirmation Requested
        Do you want to try DHCP configuration of the interface?

                              Yes   [ No ]

If Dynamic Host Configuration Protocol DHCP) is not required, select [ No ] with the arrow keys and press Enter.

Selecting [ Yes ] will execute dhclient(8) and, if successful, will fill in the network configuration information automatically. Refer to Section 28.6, “Dynamic Host Configuration Protocol (DHCP)” for more information.

The following Network Configuration screen shows the configuration of the Ethernet device for a system that will act as the gateway for a Local Area Network.

Figure 3.29. Set Network Configuration for ed0
Set Network Configuration for ed0

Use Tab to select the information fields and fill in appropriate information:

Host

The fully-qualified hostname, such as k6-2.example.com in this case.

Domain

The name of the domain that the machine is in, such as example.com for this case.

IPv4 Gateway

IP address of host forwarding packets to non-local destinations. This must be filled in if the machine is a node on the network. Leave this field blank if the machine is the gateway to the Internet for the network. The IPv4 Gateway is also known as the default gateway or default route.

Name server

IP address of the local DNS server. There is no local DNS server on this private local area network so the IP address of the provider's DNS server (208.163.10.2) was used.

IPv4 address

The IP address to be used for this interface was 192.168.0.1

Netmask

The address block being used for this local area network is 192.168.0.0 - 192.168.0.255 with a netmask of 255.255.255.0.

Extra options to ifconfig(8)

Any additional interface-specific options to ifconfig(8). There were none in this case.

Use Tab to select [ OK ] when finished and press Enter.

                      User Confirmation Requested
        Would you like to bring the ed0 interface up right now?

                             [ Yes ]   No

Choosing [ Yes ] and pressing Enter will bring the machine up on the network so it is ready for use. However, this does not accomplish much during installation, since the machine still needs to be rebooted.

3.10.2. Configure Gateway

                       User Confirmation Requested
       Do you want this machine to function as a network gateway?

                              [ Yes ]    No

If the machine will be acting as the gateway for a local area network and forwarding packets between other machines, select [ Yes ] and press Enter. If the machine is a node on a network, select [ No ] and press Enter to continue.

3.10.3. Configure Internet Services

                      User Confirmation Requested
Do you want to configure inetd and the network services that it provides?

                               Yes   [ No ]

If [ No ] is selected, various services will not be enabled. These services can be enabled after installation by editing /etc/inetd.conf with a text editor. See Section 28.2.1, “Configuration File” for more information.

Otherwise, select [ Yes ] to configure these services during install. An additional confirmation will display:

                      User Confirmation Requested
The Internet Super Server (inetd) allows a number of simple Internet
services to be enabled, including finger, ftp and telnetd.  Enabling
these services may increase risk of security problems by increasing
the exposure of your system.

With this in mind, do you wish to enable inetd?

                             [ Yes ]   No

Select [ Yes ] to continue.

                      User Confirmation Requested
inetd(8) relies on its configuration file, /etc/inetd.conf, to determine
which of its Internet services will be available.  The default FreeBSD
inetd.conf(5) leaves all services disabled by default, so they must be
specifically enabled in the configuration file before they will
function, even once inetd(8) is enabled.  Note that services for
IPv6 must be separately enabled from IPv4 services.

Select [Yes] now to invoke an editor on /etc/inetd.conf, or [No] to
use the current settings.

                             [ Yes ]   No

Selecting [ Yes ] allows services to be enabled by deleting the # at the beginning of the lines representing those services.

Figure 3.30. Editing inetd.conf
Editing inetd.conf

Once the edits are complete, press Esc to display a menu which will exit the editor and save the changes.

3.10.4. Enabling SSH Login

                      User Confirmation Requested
                  Would you like to enable SSH login?
                           Yes        [  No  ]

Selecting [ Yes ] will enable sshd(8), the daemon for OpenSSH. This allows secure remote access to the machine. For more information about OpenSSH, see Section 14.8, “OpenSSH”.

3.10.5. Anonymous FTP

                      User Confirmation Requested
 Do you want to have anonymous FTP access to this machine?

                              Yes    [ No ]

3.10.5.1. Deny Anonymous FTP

Selecting the default [ No ] and pressing Enter will still allow users who have accounts with passwords to use FTP to access the machine.

3.10.5.2. Allow Anonymous FTP

Anyone can access the machine if anonymous FTP connections are allowed. The security implications should be considered before enabling this option. For more information about security, see Chapter 14, Security.

To allow anonymous FTP, use the arrow keys to select [ Yes ] and press Enter. An additional confirmation will display:

                       User Confirmation Requested
 Anonymous FTP permits un-authenticated users to connect to the system
 FTP server, if FTP service is enabled.  Anonymous users are
 restricted to a specific subset of the file system, and the default
 configuration provides a drop-box incoming directory to which uploads
 are permitted.  You must separately enable both inetd(8), and enable
 ftpd(8) in inetd.conf(5) for FTP services to be available.  If you
 did not do so earlier, you will have the opportunity to enable inetd(8)
 again later.

 If you want the server to be read-only you should leave the upload
 directory option empty and add the -r command-line option to ftpd(8)
 in inetd.conf(5)

 Do you wish to continue configuring anonymous FTP?

                          [ Yes ]         No

This message indicates that the FTP service will also have to be enabled in /etc/inetd.conf to allow anonymous FTP connections. Select [ Yes ] and press Enter to continue. The following screen will display:

Figure 3.31. Default Anonymous FTP Configuration
Default Anonymous FTP Configuration

Use Tab to select the information fields and fill in appropriate information:

UID

The user ID to assign to the anonymous FTP user. All files uploaded will be owned by this ID.

Group

Which group to place the anonymous FTP user into.

Comment

String describing this user in /etc/passwd.

FTP Root Directory

Where files available for anonymous FTP will be kept.

Upload Subdirectory

Where files uploaded by anonymous FTP users will go.

The FTP root directory will be put in /var by default. If there is not enough room there for the anticipated FTP needs, use /usr instead by setting the FTP root directory to /usr/ftp.

Once satisfied with the values, press Enter to continue.

                          User Confirmation Requested
         Create a welcome message file for anonymous FTP users?

                              [ Yes ]    No

If [ Yes ] is selected, press Enter and the ee(1) editor will automatically start.

Figure 3.32. Edit the FTP Welcome Message
Edit the FTP Welcome Message

Use the instructions to change the message. Note the file name location at the bottom of the editor screen.

Press Esc and a pop-up menu will default to a) leave editor. Press Enter to exit and continue. Press Enter again to save any changes.

3.10.6. Configure the Network File System

The Network File System (NFS) allows sharing of files across a network. A machine can be configured as a server, a client, or both. Refer to Section 28.3, “Network File System (NFS)” for more information.

3.10.6.1. NFS Server

                       User Confirmation Requested
 Do you want to configure this machine as an NFS server?

                              Yes    [ No ]

If there is no need for a NFS server, select [ No ] and press Enter.

If [ Yes ] is chosen, a message will pop-up indicating that /etc/exports must be created.

                               Message
Operating as an NFS server means that you must first configure an
/etc/exports file to indicate which hosts are allowed certain kinds of
access to your local filesystems.
Press [Enter] now to invoke an editor on /etc/exports
                               [ OK ]

Press Enter to continue. A text editor will start, allowing /etc/exports to be edited.

Figure 3.33. Editing exports
Editing exports

Use the instructions to add the exported filesystems. Note the file name location at the bottom of the editor screen.

Press Esc and a pop-up menu will default to a) leave editor. Press Enter to exit and continue.

3.10.6.2. NFS Client

The NFS client allows the machine to access NFS servers.

                       User Confirmation Requested
 Do you want to configure this machine as an NFS client?

                              Yes   [ No ]

With the arrow keys, select [ Yes ] or [ No ] as appropriate and press Enter.

3.10.7. System Console Settings

There are several options available to customize the system console.

                      User Confirmation Requested
       Would you like to customize your system console settings?

                              [ Yes ]  No

To view and configure the options, select [ Yes ] and press Enter.

Figure 3.34. System Console Configuration Options
System Console Configuration Options

A commonly used option is the screen saver. Use the arrow keys to select Saver and then press Enter.

Figure 3.35. Screen Saver Options
Screen Saver Options

Select the desired screen saver using the arrow keys and then press Enter. The System Console Configuration menu will redisplay.

The default time interval is 300 seconds. To change the time interval, select Saver again. At the Screen Saver Options menu, select Timeout using the arrow keys and press Enter. A pop-up menu will appear:

Figure 3.36. Screen Saver Timeout
Screen Saver Timeout

The value can be changed, then select [ OK ] and press Enter to return to the System Console Configuration menu.

Figure 3.37. System Console Configuration Exit
System Console Configuration Exit

Select Exit and press Enter to continue with the post-installation configuration.

3.10.8. Setting the Time Zone

Setting the time zone allows the system to automatically correct for any regional time changes and perform other time zone related functions properly.

The example shown is for a machine located in the Eastern time zone of the United States. The selections will vary according to the geographic location.

                      User Confirmation Requested
          Would you like to set this machine's time zone now?

                            [ Yes ]   No

Select [ Yes ] and press Enter to set the time zone.

                       User Confirmation Requested
 Is this machine's CMOS clock set to UTC? If it is set to local time
 or you don't know, please choose NO here!

                              Yes   [ No ]

Select [ Yes ] or [ No ] according to how the machine's clock is configured, then press Enter.

Figure 3.38. Select the Region
Select the Region

The appropriate region is selected using the arrow keys and then pressing Enter.

Figure 3.39. Select the Country
Select the Country

Select the appropriate country using the arrow keys and press Enter.

Figure 3.40. Select the Time Zone
Select the Time Zone

The appropriate time zone is selected using the arrow keys and pressing Enter.

                            Confirmation
            Does the abbreviation 'EDT' look reasonable?

                            [ Yes ]   No

Confirm that the abbreviation for the time zone is correct. If it looks okay, press Enter to continue with the post-installation configuration.

3.10.9. Mouse Settings

This option allows cut and paste in the console and user programs using a 3-button mouse. If using a 2-button mouse, refer to moused(8) for details on emulating the 3-button style. This example depicts a non-USB mouse configuration:

                      User Confirmation Requested
         Does this system have a PS/2, serial, or bus mouse?

                            [ Yes ]    No 

Select [ Yes ] for a PS/2, serial, or bus mouse, or [ No ] for a USB mouse, then press Enter.

Figure 3.41. Select Mouse Protocol Type
Select Mouse Protocol Type

Use the arrow keys to select Type and press Enter.

Figure 3.42. Set Mouse Protocol
Set Mouse Protocol

The mouse used in this example is a PS/2 type, so the default Auto is appropriate. To change the mouse protocol, use the arrow keys to select another option. Ensure that [ OK ] is highlighted and press Enter to exit this menu.

Figure 3.43. Configure Mouse Port
Configure Mouse Port

Use the arrow keys to select Port and press Enter.

Figure 3.44. Setting the Mouse Port
Setting the Mouse Port

This system had a PS/2 mouse, so the default PS/2 is appropriate. To change the port, use the arrow keys and then press Enter.

Figure 3.45. Enable the Mouse Daemon
Enable the Mouse Daemon

Last, use the arrow keys to select Enable, and press Enter to enable and test the mouse daemon.

Figure 3.46. Test the Mouse Daemon
Test the Mouse Daemon

Move the mouse around the screen to verify that the cursor responds properly. If it does, select [ Yes ] and press Enter. If not, the mouse has not been configured correctly. Select [ No ] and try using different configuration options.

Select Exit with the arrow keys and press Enter to continue with the post-installation configuration.

3.10.10. Install Packages

Packages are pre-compiled binaries and are a convenient way to install software.

Installation of one package is shown for purposes of illustration. Additional packages can also be added at this time if desired. After installation, sysinstall(8) can be used to add additional packages.

                     User Confirmation Requested
 The FreeBSD package collection is a collection of hundreds of
 ready-to-run applications, from text editors to games to WEB servers
 and more. Would you like to browse the collection now?

                            [ Yes ]   No

Select [ Yes ] and press Enter to be presented with the Package Selection screens:

Figure 3.47. Select Package Category
Select Package Category

Only packages on the current installation media are available for installation at any given time.

All packages available will be displayed if All is selected. Otherwise, select a particular category. Highlight the selection with the arrow keys and press Enter.

A menu will display showing all the packages available for the selection made:

Figure 3.48. Select Packages
Select Packages

The bash shell is shown as selected. Select as many packages as desired by highlighting the package and pressing Space. A short description of each package will appear in the lower left corner of the screen.

Press Tab to toggle between the last selected package, [ OK ], and [ Cancel ].

Once finished marking the packages for installation, press Tab once to toggle to [ OK ] and press Enter to return to the Package Selection menu.

The left and right arrow keys will also toggle between [ OK ] and [ Cancel ]. This method can also be used to select [ OK ] and press Enter to return to the Package Selection menu.

Figure 3.49. Install Packages
Install Packages

Use the Tab and arrow keys to select [ Install ] and press Enter to see the installation confirmation message:

Figure 3.50. Confirm Package Installation
Confirm Package Installation

Select [ OK ] and press Enter to start the package installation. Installation messages will appear until all of the installations have completed. Make note if there are any error messages.

The final configuration continues after packages are installed. If no packages are selected, select Install to return to the final configuration.

3.10.11. Add Users/Groups

Add at least one user during the installation so that the system can be used without logging in as root. The root partition is generally small and running applications as root can quickly fill it. A bigger danger is noted below:

                     User Confirmation Requested
 Would you like to add any initial user accounts to the system? Adding
 at least one account for yourself at this stage is suggested since
 working as the "root" user is dangerous (it is easy to do things which
 adversely affect the entire system).

                            [ Yes ]   No

Select [ Yes ] and press Enter to continue with adding a user.

Figure 3.51. Select User
Select User

Select User with the arrow keys and press Enter.

Figure 3.52. Add User Information
Add User Information

The following descriptions will appear in the lower part of the screen as the items are selected with Tab to assist with entering the required information:

Login ID

The login name of the new user (mandatory).

UID

The numerical ID for this user (leave blank for automatic choice).

Group

The login group name for this user (leave blank for automatic choice).

Password

The password for this user (enter this field with care!).

Full name

The user's full name (comment).

Member groups

The groups this user belongs to.

Home directory

The user's home directory (leave blank for default).

Login shell

The user's login shell (leave blank for default of /bin/sh).

In this example, the login shell was changed from /bin/sh to /usr/local/bin/bash to use the bash shell that was previously installed as a package. Do not use a shell that does not exist or the user will not be able to login. The most common shell used in FreeBSD is the C shell, /bin/tcsh.

The user was also added to the wheel group to be able to become a superuser with root privileges.

Once satisfied, press [ OK ] and the User and Group Management menu will redisplay:

Figure 3.53. Exit User and Group Management
Exit User and Group Management

Groups can also be added at this time. Otherwise, this menu may be accessed using sysinstall(8) at a later time.

When finished adding users, select Exit with the arrow keys and press Enter to continue the installation.

3.10.12. Set the root Password

                        Message
 Now you must set the system manager's password.
 This is the password you'll use to log in as "root".

                         [ OK ]

               [ Press enter or space ]

Press Enter to set the root password.

The password will need to be typed in twice correctly. Do not forget this password. Notice that the typed password is not echoed, nor are asterisks displayed.

New password:
Retype new password :

The installation will continue after the password is successfully entered.

3.10.13. Exiting Install

A message will ask if configuration is complete:

                     User Confirmation Requested
 Visit the general configuration menu for a chance to set any last
 options?

                              Yes   [ No ]

Select [ No ] with the arrow keys and press Enter to return to the Main Installation Menu.

Figure 3.54. Exit Install
Exit Install

Select [X Exit Install] with the arrow keys and press Enter. The installer will prompt to confirm exiting the installation:

                     User Confirmation Requested
 Are you sure you wish to exit? The system will reboot.

                            [ Yes ]   No

Select [ Yes ]. If booting from the CDROM drive, the following message will remind you to remove the disk:

                    Message
 Be sure to remove the media from the drive.

                    [ OK ]
           [ Press enter or space ]

The CDROM drive is locked until the machine starts to reboot, then the disk can quickly be removed from the drive. Press [ OK ] to reboot.

The system will reboot so watch for any error messages that may appear, see Section 3.10.15, “FreeBSD Bootup” for more details.

3.10.14. Configure Additional Network Services

Contributed by Tom Rhodes.

Configuring network services can be a daunting task for users that lack previous knowledge in this area. Since networking and the Internet are critical to all modern operating systems, it is useful to have some understanding of FreeBSD's extensive networking capabilities.

Network services are programs that accept input from anywhere on the network. Since there have been cases where bugs in network services have been exploited by attackers, it is important to only enable needed network services. If in doubt, do not enable a network service until it is needed. Services can be enabled with sysinstall(8) or by editing /etc/rc.conf.

Selecting the Networking option will display a menu similar to the one below:

Figure 3.55. Network Configuration Upper-level
Network Configuration Upper-level

The first option, Interfaces, is covered in Section 3.10.1, “Network Device Configuration”.

Selecting the AMD option adds support for amd(8). This is usually used in conjunction with NFS for automatically mounting remote filesystems.

Next is the AMD Flags option. When selected, a menu will pop up where specific AMD flags can be entered. The menu already contains a set of default options:

-a /.amd_mnt -l syslog /host /etc/amd.map /net /etc/amd.map

-a sets the default mount location which is specified here as /.amd_mnt. -l specifies the default log; however, when syslogd(8) is used, all log activity will be sent to the system log daemon. /host is used to mount an exported file system from a remote host, while /net is used to mount an exported filesystem from an IP address. The default options for AMD exports are defined in /etc/amd.map.

The Anon FTP option permits anonymous FTP connections. Select this option to make this machine an anonymous FTP server. Be aware of the security risks involved with this option. Another menu will be displayed to explain the security risks and configuration in depth.

The Gateway menu will configure the machine to be a gateway. This menu can also be used to unset the Gateway option if it was accidentally selected during installation.

The Inetd option can be used to configure or completely disable inetd(8).

The Mail option is used to configure the system's default Mail Transfer Agent (MTA). Selecting this option will bring up the following menu:

Figure 3.56. Select a Default MTA
Select a Default MTA

This menu offers a choice as to which MTA to install and set as the default. An MTA is a mail server which delivers email to users on the system or the Internet.

Select Sendmail to install Sendmail as the default MTA. Select Sendmail local to set Sendmail as the default MTA, but disable its ability to receive incoming email from the Internet. The other options, Postfix and Exim, provide alternatives to Sendmail.

The next menu after the MTA menu is NFS client. This menu is used to configure the system to communicate with a NFS server which in turn is used to make filesystems available to other machines on the network over the NFS protocol. See Section 28.3, “Network File System (NFS)” for more information about client and server configuration.

Below that option is the NFS server option, for setting the system up as an NFS server. This adds the required information to start up the Remote Procedure Call RPC services. RPC is used to coordinate connections between hosts and programs.

Next in line is the Ntpdate option, which deals with time synchronization. When selected, a menu like the one below shows up:

Figure 3.57. Ntpdate Configuration
Ntpdate Configuration

From this menu, select the server which is geographically closest. This will make the time synchronization more accurate as a farther server may have more connection latency.

The next option is the PCNFSD selection. This option will install the net/pcnfsd package from the Ports Collection. This is a useful utility which provides NFS authentication services for systems which are unable to provide their own, such as Microsoft's MS-DOS® operating system.

Now, scroll down a bit to see the other options:

Figure 3.58. Network Configuration Lower-level
Network Configuration Lower-level

RPC communication between NFS servers and clients is managed by rpcbind(8) which is required for NFS servers to operate correctly. Status monitoring is provided by rpc.statd(8) and the reported status is usually held in /var/db/statd.status. The next option is for rpc.lockd(8) which provides file locking services. This is usually used with rpc.statd(8) to monitor which hosts are requesting locks and how frequently they request them. While these last two options are useful for debugging, they are not required for NFS servers and clients to operate correctly.

The next menu, Routed, configures the routing daemon. routed(8), manages network routing tables, discovers multicast routers, and supplies a copy of the routing tables to any physically connected host on the network upon request. This is mainly used for machines which act as a gateway for the local network. If selected, a menu will request the default location of the utility. To accept the default location, press Enter. Yet another menu will ask for the flags to pass to routed(8). The default of -q should appear on the screen.

The next menu, Rwhod, starts rwhod(8) during system initialization. This utility broadcasts system messages across the network periodically, or collects them when in consumer mode. More information can be found in ruptime(1) and rwho(1).

The next to last option in the list is for sshd(8), the secure shell server for OpenSSH. It is highly recommended over the standard telnetd(8) and ftpd(8) servers as it is used to create a secure, encrypted connection from one host to another.

The final option is TCP Extensions which are defined in RFC 1323 and RFC 1644. While on many hosts this can speed up connections, it can also cause some connections to be dropped. It is not recommended for servers, but may be beneficial for stand alone machines.

Once the network services are configured, scroll up to the very top item which is X Exit and continue on to the next configuration item or simply exit sysinstall(8) by selecting X Exit twice then [X Exit Install].

3.10.15. FreeBSD Bootup

3.10.15.1. FreeBSD/i386 Bootup

If everything went well, messages will scroll along the screen and a login prompt will appear. To view these messages, press Scroll-Lock then use PgUp and PgDn. Press Scroll-Lock again to return to the prompt.

All of the messages may not display due to buffer limitations, but they can be read after logging using dmesg(8).

Login using the username and password which were set during installation. Avoid logging in as root except when necessary.

Typical boot messages (version information omitted):

Copyright (c) 1992-2002 The FreeBSD Project.
Copyright (c) 1979, 1980, 1983, 1986, 1988, 1989, 1991, 1992, 1993, 1994
        The Regents of the University of California. All rights reserved.

Timecounter "i8254"  frequency 1193182 Hz
CPU: AMD-K6(tm) 3D processor (300.68-MHz 586-class CPU)
  Origin = "AuthenticAMD"  Id = 0x580  Stepping = 0
  Features=0x8001bf<FPU,VME,DE,PSE,TSC,MSR,MCE,CX8,MMX>
  AMD Features=0x80000800<SYSCALL,3DNow!>
real memory  = 268435456 (262144K bytes)
config> di sn0
config> di lnc0
config> di le0
config> di ie0
config> di fe0
config> di cs0
config> di bt0
config> di aic0
config> di aha0
config> di adv0
config> q
avail memory = 256311296 (250304K bytes)
Preloaded elf kernel "kernel" at 0xc0491000.
Preloaded userconfig_script "/boot/kernel.conf" at 0xc049109c.
md0: Malloc disk
Using $PIR table, 4 entries at 0xc00fde60
npx0: <math processor> on motherboard
npx0: INT 16 interface
pcib0: <Host to PCI bridge> on motherboard
pci0: <PCI bus> on pcib0
pcib1: <VIA 82C598MVP (Apollo MVP3) PCI-PCI (AGP) bridge> at device 1.0 on pci0
pci1: <PCI bus> on pcib1
pci1: <Matrox MGA G200 AGP graphics accelerator> at 0.0 irq 11
isab0: <VIA 82C586 PCI-ISA bridge> at device 7.0 on pci0
isa0: <ISA bus> on isab0
atapci0: <VIA 82C586 ATA33 controller> port 0xe000-0xe00f at device 7.1 on pci0
ata0: at 0x1f0 irq 14 on atapci0
ata1: at 0x170 irq 15 on atapci0
uhci0: <VIA 83C572 USB controller> port 0xe400-0xe41f irq 10 at device 7.2 on pci0
usb0: <VIA 83C572 USB controller> on uhci0
usb0: USB revision 1.0
uhub0: VIA UHCI root hub, class 9/0, rev 1.00/1.00, addr 1
uhub0: 2 ports with 2 removable, self powered
chip1: <VIA 82C586B ACPI interface> at device 7.3 on pci0
ed0: <NE2000 PCI Ethernet (RealTek 8029)> port 0xe800-0xe81f irq 9 at
device 10.0 on pci0
ed0: address 52:54:05:de:73:1b, type NE2000 (16 bit)
isa0: too many dependant configs (8)
isa0: unexpected small tag 14
fdc0: <NEC 72065B or clone> at port 0x3f0-0x3f5,0x3f7 irq 6 drq 2 on isa0
fdc0: FIFO enabled, 8 bytes threshold
fd0: <1440-KB 3.5" drive> on fdc0 drive 0
atkbdc0: <keyboard controller (i8042)> at port 0x60-0x64 on isa0
atkbd0: <AT Keyboard> flags 0x1 irq 1 on atkbdc0
kbd0 at atkbd0
psm0: <PS/2 Mouse> irq 12 on atkbdc0
psm0: model Generic PS/2 mouse, device ID 0
vga0: <Generic ISA VGA> at port 0x3c0-0x3df iomem 0xa0000-0xbffff on isa0
sc0: <System console> at flags 0x1 on isa0
sc0: VGA <16 virtual consoles, flags=0x300>
sio0 at port 0x3f8-0x3ff irq 4 flags 0x10 on isa0
sio0: type 16550A
sio1 at port 0x2f8-0x2ff irq 3 on isa0
sio1: type 16550A
ppc0: <Parallel port> at port 0x378-0x37f irq 7 on isa0
ppc0: SMC-like chipset (ECP/EPP/PS2/NIBBLE) in COMPATIBLE mode
ppc0: FIFO with 16/16/15 bytes threshold
ppbus0: IEEE1284 device found /NIBBLE
Probing for PnP devices on ppbus0:
plip0: <PLIP network interface> on ppbus0
lpt0: <Printer> on ppbus0
lpt0: Interrupt-driven port
ppi0: <Parallel I/O> on ppbus0
ad0: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata0-master using UDMA33
ad2: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata1-master using UDMA33
acd0: CDROM <DELTA OTC-H101/ST3 F/W by OIPD> at ata0-slave using PIO4
Mounting root from ufs:/dev/ad0s1a
swapon: adding /dev/ad0s1b as swap device
Automatic boot in progress...
/dev/ad0s1a: FILESYSTEM CLEAN; SKIPPING CHECKS
/dev/ad0s1a: clean, 48752 free (552 frags, 6025 blocks, 0.9% fragmentation)
/dev/ad0s1f: FILESYSTEM CLEAN; SKIPPING CHECKS
/dev/ad0s1f: clean, 128997 free (21 frags, 16122 blocks, 0.0% fragmentation)
/dev/ad0s1g: FILESYSTEM CLEAN; SKIPPING CHECKS
/dev/ad0s1g: clean, 3036299 free (43175 frags, 374073 blocks, 1.3% fragmentation)
/dev/ad0s1e: filesystem CLEAN; SKIPPING CHECKS
/dev/ad0s1e: clean, 128193 free (17 frags, 16022 blocks, 0.0% fragmentation)
Doing initial network setup: hostname.
ed0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> mtu 1500
        inet 192.168.0.1 netmask 0xffffff00 broadcast 192.168.0.255
        inet6 fe80::5054::5ff::fede:731b%ed0 prefixlen 64 tentative scopeid 0x1
        ether 52:54:05:de:73:1b
lo0: flags=8049<UP,LOOPBACK,RUNNING,MULTICAST> mtu 16384
        inet6 fe80::1%lo0 prefixlen 64 scopeid 0x8
        inet6 ::1 prefixlen 128
        inet 127.0.0.1 netmask 0xff000000
Additional routing options: IP gateway=YES TCP keepalive=YES
routing daemons:.
additional daemons: syslogd.
Doing additional network setup:.
Starting final network daemons: creating ssh RSA host key
Generating public/private rsa1 key pair.
Your identification has been saved in /etc/ssh/ssh_host_key.
Your public key has been saved in /etc/ssh/ssh_host_key.pub.
The key fingerprint is:
cd:76:89:16:69:0e:d0:6e:f8:66:d0:07:26:3c:7e:2d root@k6-2.example.com
 creating ssh DSA host key
Generating public/private dsa key pair.
Your identification has been saved in /etc/ssh/ssh_host_dsa_key.
Your public key has been saved in /etc/ssh/ssh_host_dsa_key.pub.
The key fingerprint is:
f9:a1:a9:47:c4:ad:f9:8d:52:b8:b8:ff:8c:ad:2d:e6 root@k6-2.example.com.
setting ELF ldconfig path: /usr/lib /usr/lib/compat /usr/X11R6/lib
/usr/local/lib
a.out ldconfig path: /usr/lib/aout /usr/lib/compat/aout /usr/X11R6/lib/aout
starting standard daemons: inetd cron sshd usbd sendmail.
Initial rc.i386 initialization:.
rc.i386 configuring syscons: blank_time screensaver moused.
Additional ABI support: linux.
Local package initialization:.
Additional TCP options:.

FreeBSD/i386 (k6-2.example.com) (ttyv0)

login: rpratt
Password:

Generating the RSA and DSA keys may take some time on slower machines. This happens only on the initial boot-up of a new installation. Subsequent boots will be faster.

If Xorg has been configured and a default desktop chosen, it can be started by typing startx at the command line.

3.10.16. FreeBSD Shutdown

It is important to properly shutdown the operating system. Do not just turn off the power. First, become the superuser using su(1) and entering the root password. This will work only if the user is a member of wheel. Otherwise, login as root. To shutdown the system, type shutdown -h now.

The operating system has halted.
Please press any key to reboot.

It is safe to turn off the power after the shutdown command has been issued and the message Please press any key to reboot appears. If any key is pressed instead of turning off the power switch, the system will reboot.

The Ctrl+Alt+Del key combination can also be used to reboot the system; however, this is not recommended.

3.11. Troubleshooting

This section covers basic installation troubleshooting of common problems. There are also a few questions and answers for people wishing to dual-boot FreeBSD with Windows®.

3.11.1. If Something Goes Wrong

Due to various limitations of the PC architecture, it is impossible for device probing to be 100% reliable. However, there are a few things to try if it fails.

Check the Hardware Notes document for the version of FreeBSD to make sure the hardware is supported.

If the hardware is supported but still experiences lock-ups or other problems, build a custom kernel to add in support for devices which are not present in the GENERIC kernel. The default kernel assumes that most hardware devices are in their factory default configuration in terms of IRQs, I/O addresses, and DMA channels. If the hardware has been reconfigured, create a custom kernel configuration file and recompile to tell FreeBSD where to find things.

It is also possible that a probe for a device not present will cause a later probe for another device that is present to fail. In that case, the probes for the conflicting driver(s) should be disabled.

Note:

Some installation problems can be avoided or alleviated by updating the firmware on various hardware components, most notably the motherboard BIOS. Most motherboard and computer manufacturers have a website where upgrade information may be located.

Most manufacturers strongly advise against upgrading the motherboard BIOS unless there is a good reason for doing so, such as a critical update. The upgrade process can go wrong, causing permanent damage to the BIOS chip.

3.11.2. Using Windows® Filesystems

At this time, FreeBSD does not support file systems compressed with the Double Space™ application. Therefore the file system will need to be uncompressed before FreeBSD can access the data. This can be done by running the Compression Agent located in the Start> Programs > System Tools menu.

FreeBSD can support MS-DOS® file systems (sometimes called FAT file systems). The mount_msdosfs(8) command grafts such file systems onto the existing directory hierarchy, allowing the file system's contents to be accessed. The mount_msdosfs(8) program is not usually invoked directly; instead, it is called by the system through a line in /etc/fstab or by using mount(8) with the appropriate parameters.

A typical line in /etc/fstab is:

/dev/ad0sN  /dos  msdosfs rw  0	0

Note:

/dos must already exist for this to work. For details about the format of /etc/fstab, see fstab(5).

A typical call to mount(8) for a FAT filesystem looks like:

# mount -t msdosfs /dev/ad0s1 /mnt

In this example, the FAT filesystem is located on the first partition of the primary hard disk. The output from dmesg(8) and mount(8) should produce enough information to give an idea of the partition layout.

Note:

FreeBSD may number FAT partitions differently than other operating systems. In particular, extended partitions are usually given higher slice numbers than primary partitions. Use fdisk(8) to help determine which slices belong to FreeBSD and which belong to other operating systems.

3.11.3. Troubleshooting Questions and Answers

3.11.3.1. My system hangs while probing hardware during boot or it behaves strangely during install.
3.11.3.2. When booting from the hard disk for the first time after installing FreeBSD, the kernel loads and probes hardware, but stops with messages like:
3.11.3.3. When booting from the hard disk for the first time after installing FreeBSD, the Boot Manager prompt just prints F? at the boot menu and the boot will not go any further.
3.11.3.4. The system finds the ed(4) network card but continuously displays device timeout errors.
3.11.3.5. When sysinstall(8) is usedin an Xorg terminal, the yellow font is difficult to read against the light gray background. Is there a way to provide higher contrast for this application?

3.11.3.1.

My system hangs while probing hardware during boot or it behaves strangely during install.

FreeBSD makes extensive use of the system ACPI service on the i386, amd64, and ia64 platforms to aid in system configuration if it is detected during boot. Unfortunately, some bugs still exist in the ACPI driver and various system motherboards. The use of ACPI can be disabled by setting hint.acpi.0.disabled in the third stage boot loader:

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 /boot/loader.conf to make this change permanent. More information about the boot loader can be found in Section 13.1, “Synopsis”.

3.11.3.2.

When booting from the hard disk for the first time after installing FreeBSD, the kernel loads and probes hardware, but stops with messages like:

changing root device to ad1s1a panic: cannot mount root

What is wrong?

This can occur when the boot disk is not the first disk in the system. The BIOS uses a different numbering scheme to FreeBSD, and working out which numbers correspond to which is difficult to get right.

If this occurs, tell FreeBSD where the root filesystem is by specifying the BIOS disk number, the disk type, and the FreeBSD disk number for that type.

Consider two IDE disks, each configured as the master on their respective IDE bus, where FreeBSD should be booted from the second disk. The BIOS sees these as disk 0 and disk 1, while FreeBSD sees them as ad0 and ad2.

If FreeBSD is on BIOS disk 1, of type ad and the FreeBSD disk number is 2, this is the correct value:

1:ad(2,a)kernel

Note that if there is a slave on the primary bus, the above is not necessary and is effectively wrong.

The second situation involves booting from a SCSI disk when there are one or more IDE disks in the system. In this case, the FreeBSD disk number is lower than the BIOS disk number. For two IDE disks and a SCSI disk, where the SCSI disk is BIOS disk 2, type da, and FreeBSD disk number 0, the correct value is:

2:da(0,a)kernel

This tells FreeBSD to boot from BIOS disk 2, which is the first SCSI disk in the system. If there is only IDE disk, use 1: instead.

Once the correct value to use is determined, put the command in /boot.config using a text editor. Unless instructed otherwise, FreeBSD will use the contents of this file as the default response to the boot: prompt.

3.11.3.3.

When booting from the hard disk for the first time after installing FreeBSD, the Boot Manager prompt just prints F? at the boot menu and the boot will not go any further.

The hard disk geometry was set incorrectly in the partition editor when FreeBSD was installed. Go back into the partition editor and specify the actual geometry of the hard disk. FreeBSD must be reinstalled again from the beginning with the correct geometry.

For a dedicated FreeBSD system that does not need future compatibility with another operating system, use the entire disk by selecting A in the installer's partition editor.

3.11.3.4.

The system finds the ed(4) network card but continuously displays device timeout errors.

The card is probably on a different IRQ from what is specified in /boot/device.hints. The ed(4) driver does not use software configuration by default, but it will if -1 is specified in the hints for the interface.

Either move the jumper on the card to the configuration setting or specify the IRQ as -1 by setting the hint hint.ed.0.irq="-1". This tells the kernel to use the software configuration.

Another possibility is that the card is at IRQ 9, which is shared by IRQ 2 and frequently a cause of problems, especially if a VGA card is using IRQ 2. Do not use IRQ 2 or 9 if at all possible.

3.11.3.5.

When sysinstall(8) is usedin an Xorg terminal, the yellow font is difficult to read against the light gray background. Is there a way to provide higher contrast for this application?

If the default colors chosen by sysinstall(8) make text illegible while using x11/xterm or x11/rxvt, add the following to ~/.Xdefaults to get a darker background gray: XTerm*color7: #c0c0c0

3.12. Advanced Installation Guide

Contributed by Valentino Vaschetto.
Updated by Marc Fonvieille.

This section describes how to install FreeBSD in exceptional cases.

3.12.1. Installing FreeBSD on a System Without a Monitor or Keyboard

This type of installation is called a headless install because the machine to be installed does not have either an attached monitor or a VGA output. This type of installation is possible using a serial console, another machine which acts as the main display and keyboard. To do this, follow the steps to create an installation USB stick, explained in Section 3.3.7, “Prepare the Boot Media”, or download the correct installation ISO image as described in Section 3.13.1, “Creating an Installation ISO”.

To modify the installation media to boot into a serial console, follow these steps. If using a CD/DVD media, skip the first step):

  1. Enabling the Installation USB Stick to Boot into a Serial Console

    By default, booting into the USB stick boots into the installer. To instead boot into a serial console, mount the USB disk onto a FreeBSD system using mount(8):

    # mount /dev/da0a /mnt

    Note:

    Adapt the device node and the mount point to the situation.

    Once the USB stick is mounted, set it to boot into a serial console. Add this line to /boot/loader.conf on the USB stick:

    # echo 'console="comconsole"' >> /mnt/boot/loader.conf

    Now that the USB is stick configured correctly, unmount the disk using umount(8):

    # umount /mnt

    Now, unplug the USB stick and jump directly to the third step of this procedure.

  2. Enabling the Installation CD/DVD to Boot into a Serial Console

    By default, when booting into the installation CD/DVD, FreeBSD boots into its normal install mode. To instead boot into a serial console, extract, modify, and regenerate the ISO image before burning it to the CD/DVD media.

    From the FreeBSD system with the saved installation ISO image, use tar(1) to extract all the files:

    # mkdir /path/to/headless-iso
    # tar -C /path/to/headless-iso -pxvf FreeBSD-10.0-RELEASE-i386-disc1.iso

    Next, set the installation media to boot into a serial console. Add this line to the /boot/loader.conf of the extracted ISO image:

    # echo 'console="comconsole"' >> /path/to/headless-iso/boot/loader.conf

    Then, create a new ISO image from the modified tree. This example uses mkisofs(8) from the sysutils/cdrtools package or port:

    # mkisofs -v -b boot/cdboot -no-emul-boot -r -J -V "Headless_install" \
    	    -o Headless-FreeBSD-9.3-RELEASE-i386-disc1.iso/path/to/headless-iso

    Now that the ISO image is configured correctly, burn it to a CD/DVD media using a burning application.

  3. Connecting the Null-modem Cable

    Connect a null-modem cable to the serial ports of the two machines. A normal serial cable will not work. A null-modem cable is required.

  4. Booting Up for the Install

    It is now time to go ahead and start the install. Plug in the USB stick or insert the CD/DVD media in the headless install machine and power it on.

  5. Connecting to the Headless Machine

    Next, connect to that machine with cu(1):

    # cu -l /dev/cuau0

The headless machine can now be controlled using cu(1). It will load the kernel and then display a selection of which type of terminal to use. Select the FreeBSD color console and proceed with the installation.

3.13. Preparing Custom Installation Media

Some situations may require a customized FreeBSD installation media and/or source. This might be physical media or a source that sysinstall(8) can use to retrieve the installation files. Some example situations include:

  • A local network with many machines has a private FTP server hosting the FreeBSD installation files which the machines should use for installation.

  • FreeBSD does not recognize the CD/DVD drive but Windows® does. In this case, copy the FreeBSD installation files to a Windows® partition on the same computer, and then install FreeBSD using those files.

  • The computer to install does not have a CD/DVD drive or a network card, but can be connected using a null-printer cable to a computer that does.

  • A tape will be used to install FreeBSD.

3.13.1. Creating an Installation ISO

As part of each release, the FreeBSD Project provides ISO images for each supported architecture. These images can be written (burned) to CD or DVD media using a burning application, and then used to install FreeBSD. If a CD/DVD writer is available, this is the easiest way to install FreeBSD.

  1. Download the Correct ISO Images

    The ISO images for each release can be downloaded from ftp://ftp.FreeBSD.org/pub/FreeBSD/ISO-IMAGES-arch/version or the closest mirror. Substitute arch and version as appropriate.

    An image directory normally contains the following images:

    Table 3.4. FreeBSD ISO Image Names and Meanings
    FilenameContents
    FreeBSD-version-RELEASE-arch-bootonly.isoThis CD image starts the installation process by booting from a CD-ROM drive but it does not contain the support for installing FreeBSD from the CD itself. Perform a network based install, such as from an FTP server, after booting from this CD.
    FreeBSD-version-RELEASE-arch-dvd1.iso.gzThis DVD image contains everything necessary to install the base FreeBSD operating system, a collection of pre-built packages, and the documentation. It also supports booting into a livefs based rescue mode.
    FreeBSD-version-RELEASE-arch-memstick.imgThis image can be written to a USB memory stick in order to install machines capable of booting from USB drives. It also supports booting into a livefs based rescue mode. The only included package is the documentation package.
    FreeBSD-version-RELEASE-arch-disc1.isoThis image can be written to a USB memory stick in order to install machines capable of booting from USB drives. Similar to the bootonly.iso image, it does not contain the distribution sets on the medium itself, but does support network-based installations (for example, via ftp).
    FreeBSD-version-RELEASE-arch-disc1.isoThis CD image contains the base FreeBSD operating system and the documentation package but no other packages.
    FreeBSD-version-RELEASE-arch-disc2.isoA CD image with as many third-party packages as would fit on the disc. This image is not available for FreeBSD 9.X.
    FreeBSD-version-RELEASE-arch-disc3.isoAnother CD image with as many third-party packages as would fit on the disc. This image is not available for FreeBSD 9.X.
    FreeBSD-version-RELEASE-arch-livefs.isoThis CD image contains support for booting into a livefs based rescue mode but does not support doing an install from the CD itself.

    When performing a CD installation, download either the bootonly ISO image or disc1. Do not download both, since disc1 contains everything that the bootonly ISO image contains.

    Use the bootonly ISO to perform a network install over the Internet. Additional software can be installed as needed using the Ports Collection as described in Chapter 5, Installing Applications: Packages and Ports.

    Use dvd1 to install FreeBSD and a selection of third-party packages from the disc.

  2. Burn the Media

    Next, write the downloaded image(s) to disc. If using another FreeBSD system, refer to Section 18.5.2, “Burning a CD for instructions.

    If using another platform, use any burning utility that exists for that platform. The images are in the standard ISO format which most CD writing applications support.

Note:

To build a customized release of FreeBSD, refer to the Release Engineering Article.

3.13.2. Creating a Local FTP Site with a FreeBSD Disc

FreeBSD discs are laid out in the same way as the FTP site. This makes it easy to create a local FTP site that can be used by other machines on a network to install FreeBSD.

  1. On the FreeBSD computer that will host the FTP site, ensure that the CD/DVD is in the drive and mounted:

    # mount /cdrom
  2. Create an account for anonymous FTP. Use vipw(8) to insert this line:

    ftp:*:99:99::0:0:FTP:/cdrom:/nonexistent
  3. Ensure that the FTP service is enabled in /etc/inetd.conf.

Anyone with network connectivity to the machine can now chose a media type of FTP and type in ftp://your machine after picking Other in the FTP sites menu during the install.

Note:

If the boot media for the FTP clients is not precisely the same version as that provided by the local FTP site, sysinstall(8) will not complete the installation. To override this, go into the Options menu and change the distribution name to any.

Warning:

This approach is acceptable for a machine on the local network which is protected by a firewall. Offering anonymous FTP services to other machines over the Internet exposes the computer to increased security risks. It is strongly recommended to follow good security practices when providing services over the Internet.

3.13.3. Installing from an Windows® Partition

To prepare for an installation from a Windows® partition, copy the files from the distribution into a directory in the root directory of the partition, such as c:\freebsd. Since the directory structure must be reproduced, it is recommended to use robocopy when copying from a CD/DVD. For example, to prepare for a minimal installation of FreeBSD:

C:\> md c:\freebsd
C:\> robocopy e:\bin c:\freebsd\bin\ /s
C:\> robocopy e:\manpages c:\freebsd\manpages\ /s

This example assumes that C: has enough free space and E: is where the CD/DVD is mounted.

Alternatively, download the distribution from ftp.FreeBSD.org. Each distribution is in its own directory; for example, the base distribution can be found in the 9.3/base/ directory.

Copy the distributions to install from a Windows® partition to c:\freebsd. Both the base and kernel distributions are needed for the most minimal installation.

3.13.4. Before Installing over a Network

There are three types of network installations available: Ethernet, PPP, and PLIP.

For the fastest possible network installation, use an Ethernet adapter. FreeBSD supports most common Ethernet cards. A list of supported cards is provided in the Hardware Notes for each release of FreeBSD. If using a supported PCMCIA Ethernet card, be sure that it is plugged in before the system is powered on as FreeBSD does not support hot insertion of PCMCIA cards during installation.

Make note of the system's IP address, subnet mask, hostname, default gateway address, and DNS server addresses if these values are statically assigned. If installing by FTP through a HTTP proxy, make note of the proxy's address. If you do not know these values, ask the system administrator or ISP before trying this type of installation.

If using a dialup modem, have the service provider's PPP information handy as it is needed early in the installation process.

If PAP or CHAP are used to connect to the ISP without using a script, type dial at the FreeBSD ppp prompt. Otherwise, know how to dial the ISP using the AT commands specific to the modem, as the PPP dialer provides only a simple terminal emulator. Refer to Section 26.2, “Configuring PPP and ../../../../doc/en_US.ISO8859-1/books/faq/ppp.html for further information. Logging can be directed to the screen using set log local ....

If a hard-wired connection to another FreeBSD machine is available, the installation can occur over a null-modem parallel port cable. The data rate over the parallel port is higher than what is typically possible over a serial line.

3.13.4.1. Before Installing via NFS

To perform an NFS installation, copy the needed FreeBSD distribution files to an NFS server and then point the installer's NFS media selection to it.

If the server supports only a privileged port, set the option NFS Secure in the Options menu so that the installation can proceed.

If using a poor quality Ethernet card which suffers from slow transfer rates, toggle the NFS Slow flag to on.

In order for an NFS installation to work, the server must support subdir mounts. For example, if the FreeBSD 10.0 distribution lives on: ziggy:/usr/archive/stuff/FreeBSD, ziggy will have to allow the direct mounting of /usr/archive/stuff/FreeBSD, not just /usr or /usr/archive/stuff.

In FreeBSD, this is controlled by using -alldirs in /etc/exports. Other NFS servers may have different conventions. If the server is displaying permission denied messages, it is likely that this is not enabled properly.

Chapter 4. UNIX Basics

4.1. Synopsis

This chapter covers the basic commands and functionality of the FreeBSD operating system. Much of this material is relevant for any UNIX®-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® 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.

4.2. 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:

FreeBSD/amd64 (pc3.example.org) (ttyv0)

login:

The first line contains some information about the system. The amd64 indicates that the system in this example is running a 64-bit version of FreeBSD. 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 name username and a personal password.

To log into the system console, type the username that was configured during system installation, as described in Section 2.8.6, “Add Users”, and press Enter. Then enter the password associated with the username and press 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.

4.2.1. 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 Alt+F1 through Alt+F8 have been reserved by FreeBSD for switching between virtual consoles. Use Alt+F1 to switch to the system console (ttyv0), Alt+F2 to access the first virtual console (ttyv1), Alt+F3 to access the second virtual console (ttyv2), and so on.

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 syscons(4), atkbd(4), vidcontrol(1) and kbdcontrol(1) 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:

# 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 Chapter 6, The X Window System.

For a detailed description of every column in this file and the available options for the virtual consoles, refer to ttys(5).

4.2.2. 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:

# 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.

4.2.3. 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:

# kldload vesa

To determine which video modes are supported by the hardware, use vidcontrol(1). To get a list of supported video modes issue the following:

# 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 vidcontrol(1) as the root user:

# vidcontrol MODE_279

If the new video mode is acceptable, it can be permanently set on boot by adding it to /etc/rc.conf:

allscreens_flags="MODE_279"

4.3. 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.

4.3.1. 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.

4.3.1.1. 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.

4.3.1.2. 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 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 Section 14.13.1, “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 expiry 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 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.

4.3.1.3. 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 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.

Example 4.1. Install a Program As the Superuser
% configure
% make
% su -
Password:
# make install
# exit
%

The built-in su(1) framework works well for single systems or small networks with just one system administrator. An alternative is to install the 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.

4.3.2. Managing Accounts

FreeBSD provides a variety of different commands to manage user accounts. The most common commands are summarized in Table 4.1, “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.

Table 4.1. Utilities for Managing User Accounts
CommandSummary
adduser(8)The recommended command-line application for adding new users.
rmuser(8)The recommended command-line application for removing users.
chpass(1)A flexible tool for changing user database information.
passwd(1)The command-line tool to change user passwords.
pw(8)A powerful and flexible tool for modifying all aspects of user accounts.

4.3.2.1. adduser

The recommended program for adding new users is 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 adduser(8) utility is interactive and walks through the steps for creating a new user account. As seen in Example 4.2, “Adding a User on FreeBSD”, either input the required information or press 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 su(1). When finished, the utility will prompt to either create another user or to exit.

Example 4.2. Adding a User on FreeBSD
# 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:

Since the password is not echoed when typed, be careful to not mistype the password when creating the user account.

4.3.2.2. rmuser

To completely remove a user from the system, run rmuser(8) as the superuser. This command performs the following steps:

  1. Removes the user's crontab(1) entry, if one exists.

  2. Removes any at(1) jobs belonging to the user.

  3. Kills all processes owned by the user.

  4. Removes the user from the system's local password file.

  5. Optionally removes the user's home directory, if it is owned by the user.

  6. Removes the incoming mail files belonging to the user from /var/mail.

  7. Removes all files owned by the user from temporary file storage areas such as /tmp.

  8. Finally, 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 the per-user unique groups created by adduser(8).

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.

Example 4.3. rmuser Interactive Account Removal
# 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
Removing user (jru): mailspool home passwd.
#

4.3.2.3. chpass

Any user can use 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, 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 Example 4.4, “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 Example 4.5, “Using chpass as Regular User”.

Example 4.4. Using chpass as Superuser
#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:

Example 4.5. Using chpass as Regular User
#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 chfn(1) and chsh(1) are links to chpass(1), as are ypchpass(1), ypchfn(1), and ypchsh(1). Since NIS support is automatic, specifying the yp before the command is not necessary. How to configure NIS is covered in Chapter 28, Network Servers.

4.3.2.4. passwd

Any user can easily change their password using 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:

Example 4.6. Changing Your Password
% passwd
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 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.

Example 4.7. Changing Another User's Password as the Superuser
# passwd jru
Changing local password for jru.
New password:
Retype new password:
passwd: updating the database...
passwd: done

Note:

As with chpass(1), yppasswd(1) is a link to passwd(1), so NIS works with either command.

4.3.2.5. pw

The 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. 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.

4.3.3. 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 more complete description of the syntax, refer to group(5).

The superuser can modify /etc/group using a text editor. Alternatively, pw(8) can be used to add and edit groups. For example, to add a group called teamtwo and then confirm that it exists:

Example 4.8. Adding a Group Using pw(8)
# pw groupadd teamtwo
# pw groupshow teamtwo
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.

Example 4.9. Adding User Accounts to a New Group Using pw(8)
# pw groupmod teamtwo -M jru
# pw groupshow teamtwo
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 pw(8), but will show up when the information is queried via id(1) or a similar tool. When 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.

Example 4.10. Adding a New Member to a Group Using pw(8)
# pw groupmod teamtwo -m db
# pw groupshow teamtwo
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.

Example 4.11. Using id(1) to Determine Group Membership
% id jru
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 pw(8) and group(5).

4.4. 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® permissions used in FreeBSD. For finer grained file system access control, refer to Section 14.9, “Access Control Lists”.

In UNIX®, 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.

Table 4.2. UNIX® Permissions
ValuePermissionDirectory Listing
0No read, no write, no execute---
1No read, no write, execute--x
2No read, write, no execute-w-
3No read, write, execute-wx
4Read, no write, no executer--
5Read, no write, executer-x
6Read, write, no executerw-
7Read, write, executerwx

Use the -l argument to 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, a ls -l in an arbitrary directory may show:

% ls -l
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

The first (leftmost) character in the first column 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 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 chmod(1).

4.4.1. Symbolic Permissions

Contributed by Tom Rhodes.

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:

OptionLetterRepresents
(who)uUser
(who)gGroup owner
(who)oOther
(who)aAll (world)
(action)+Adding permissions
(action)-Removing permissions
(action)=Explicitly set permissions
(permissions)rRead
(permissions)wWrite
(permissions)xExecute
(permissions)tSticky bit
(permissions)sSet UID or GID

These values are used with chmod(1), but with letters instead of numbers. For example, the following command would block other users from accessing FILE:

% 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:

% chmod go-w,a+x FILE

4.4.2. FreeBSD File Flags

Contributed by Tom Rhodes.

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 chflags(1). For example, to enable the system undeletable flag on the file file1, issue the following command:

# chflags sunlink file1

To disable the system undeletable flag, put a no in front of the sunlink:

# chflags nosunlink file1

To view the flags of a file, use -lo with ls(1):

# ls -lo file1
-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 chflags(1) and chflags(2) for more information.

4.4.3. The setuid, setgid, and sticky Permissions

Contributed by Tom Rhodes.

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® 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, 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 set by prefixing a permission set with the number four (4) as shown in the following example:

# chmod 4755 suidexample.sh

The permissions on suidexample.sh now look like the following:

-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 passwd(1).

Note:

The nosuid 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 passwd(1):

In terminal A:

Changing local password for trhodes
Old Password:

In terminal B:

# ps aux | grep passwd
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 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, provide chmod(1) with a leading two (2):

# chmod 2755 sgidexample.sh

In the following listing, notice that the s is now in the field designated for the group permission settings:

-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 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, prefix the permission set with a one (1):

# chmod 1777 /tmp

The sticky bit permission will display as a t at the very end of the permission set:

# ls -al / | grep tmp
drwxrwxrwt  10 root  wheel         512 Aug 31 01:49 tmp

4.5. 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 Section 4.6, “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 rc(8) unless their entry includes noauto. Details can be found in Section 4.7.1, “The fstab File”.

A complete description of the file system hierarchy is available in hier(7). The following table provides a brief overview of the most common directories.

DirectoryDescription
/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 loader.conf(5) for details.
/dev/Device nodes. Refer to intro(4) for details.
/etc/System configuration files and scripts.
/etc/defaults/Default system configuration files. Refer to rc(8) for details.
/etc/mail/Configuration files for mail transport agents such as sendmail(8).
/etc/namedb/named(8) configuration files.
/etc/periodic/Scripts that run daily, weekly, and monthly, via cron(8). Refer to periodic(8) for details.
/etc/ppp/ppp(8) configuration files.
/mnt/Empty directory commonly used by system administrators as a temporary mount point.
/proc/Process file system. Refer to procfs(5), mount_procfs(8) for details.
/rescue/Statically linked programs for emergency recovery as described in 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 rc.conf(5) or with an entry in /etc/fstab; refer to 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 hier(7) for /usr should be used. Exceptions are the man directory, which is directly under /usr/local rather than under /usr/local/share, and the ports documentation is in share/doc/port.
/usr/obj/Architecture-specific target tree produced by building the /usr/src tree.
/usr/ports/The FreeBSD Ports Collection (optional).
/usr/sbin/System daemons 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. A memory-based file system is sometimes mounted at /var. This can be automated using the varmfs-related variables in rc.conf(5) or with an entry in /etc/fstab; refer to mdmfs(8) for details.
/var/log/Miscellaneous system log files.
/var/mail/User mailbox files.
/var/spool/Miscellaneous printer and mail system spooling directories.
/var/tmp/Temporary files which are usually preserved across a system reboot, unless /var is a memory-based file system.
/var/yp/NIS maps.

4.6. 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® 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.

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 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:

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:

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:

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:

Or C could be mounted directly on to the A file system, under the A1 directory:

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 growfs(8) command, which makes it possible to increase the size of file system on the fly, removing this limitation.

File systems are contained in partitions. This does not have the same meaning as the common usage of the term partition (for example, MS-DOS® partition), because of FreeBSD's UNIX® heritage. Each partition is identified by a letter from a through to h. Each 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 letter 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.

Some partitions have certain conventions associated with them.

PartitionConvention
aNormally contains the root file system.
bNormally contains swap space.
cNormally 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.
dPartition d used to have a special meaning associated with it, although that is now gone and d may work as any normal partition.

Disks in FreeBSD are divided into slices, referred to in Windows® as partitions, which are numbered from 1 to 4. These are then divided into partitions, which contain file systems, and are labeled using letters.

Slice numbers follow the device name, prefixed with an s, starting at 1. So da0s1 is the first slice on the first SCSI drive. There can only be four physical slices on a disk, but there can be logical slices inside physical slices of the appropriate type. These extended slices are numbered starting at 5, so ada0s5 is the first extended slice on the first SATA disk. These devices are used by file systems that expect to occupy a slice.

Slices, dangerously dedicated physical drives, and other drives contain partitions, which are represented as letters from a to h. This letter is appended to the device name, so da0a is the a partition on the first da drive, which is dangerously dedicated. ada1s3e 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 slices, disk numbering starts at 0. Common codes are listed in Table 4.3, “Disk Device Names”.

When referring to a partition, include the disk name, s, the slice number, and then the partition letter. Examples are shown in Example 4.12, “Sample Disk, Slice, and Partition Names”.

Example 4.13, “Conceptual Model of a Disk” shows a conceptual model of a disk layout.

When installing FreeBSD, configure the disk slices, create partitions within the slice to be used for FreeBSD, create a file system or swap space in each partition, and decide where each file system will be mounted.

Table 4.3. Disk Device Names
Drive TypeDrive Device Name
SATA and IDE hard drivesada or ad
SCSI hard drives and USB storage devicesda
SATA and IDE CD-ROM drivescd or acd
SCSI CD-ROM drivescd
Floppy drivesfd
Assorted non-standard CD-ROM drivesmcd for Mitsumi CD-ROM and scd for Sony CD-ROM devices
SCSI tape drivessa
IDE tape drivesast
RAID drivesExamples include aacd for Adaptec® AdvancedRAID, mlxd and mlyd for Mylex®, amrd for AMI MegaRAID®, idad for Compaq Smart RAID, twed for 3ware® RAID.

Example 4.12. Sample Disk, Slice, and Partition Names
NameMeaning
ada0s1aThe first partition (a) on the first slice (s1) on the first IDE disk (ada0).
da1s2eThe fifth partition (e) on the second slice (s2) on the second SCSI disk (da1).

Example 4.13. Conceptual Model of a Disk

This diagram shows FreeBSD's view of the first IDE disk attached to the system. Assume that the disk is 4 GB in size, and contains two 2 GB slices (MS-DOS® partitions). The first slice contains a MS-DOS® disk, C:, and the second slice contains a FreeBSD installation. This example FreeBSD installation has three data partitions, and a swap partition.

The three partitions will each hold a file system. Partition a will be used for the root file system, e for the /var/ directory hierarchy, and f for the /usr/ directory hierarchy.


4.7. 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 Section 28.3, “Network File System (NFS)”, or CDROM drives.

4.7.1. The fstab File

During the boot process (Chapter 13, 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:

device       /mount-point fstype     options      dumpfreq     passno
device

An existing device name as explained in Table 4.3, “Disk Device Names”.

mount-point

An existing directory on which to mount the file system.

fstype

The file system type to pass to 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 mount(8).

dumpfreq

Used by 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 file systems should be checked. 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, fsck(8) will attempt to check file systems in parallel if possible.

Refer to fstab(5) for more information on the format of /etc/fstab and its options.

4.7.2. Using mount(8)

File systems are mounted using mount(8). The most basic syntax is as follows:

# mount device mountpoint

This command provides many options which are described in 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 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.

4.7.3. Using umount(8)

To unmount a file system use 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.

4.8. 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 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.

4.8.1. Viewing Processes

To see the processes running on the system, use ps(1) or 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 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 top(1).

By default, ps(1) only shows the commands that are running and owned by the user. For example:

% ps
 PID TT  STAT    TIME COMMAND
8203  0  Ss   0:00.59 /bin/csh
8895  0  R+   0:00.00 ps

The output from 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 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 top(1) is similar:

% top
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 ps(1), such as the PID, username, amount of CPU time, and the command that started the process. By default, 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.

top(1) automatically updates the display every two seconds. A different interval can be specified with -s.

4.8.2. Killing Processes

One way to communicate with any running process or daemon is to send a signal using 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 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 can not be interrupted.

SIGKILL can not be ignored by a process. Sending a SIGKILL to a process will usually stop that process there and then. [1].

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.

Procedure 4.1. Sending a Signal to a Process

This example shows how to send a signal to inetd(8). The inetd(8) configuration file is /etc/inetd.conf, and inetd(8) will re-read this configuration file when it is sent a SIGHUP.

  1. Find the PID of the process to send the signal to using pgrep(1). In this example, the PID for inetd(8) is 198:

    % pgrep -l inetd
    198  inetd -wW
  2. Use kill(1) to send the signal. Because inetd(8) is owned by root, use su(1) to become root first.

    % su
    Password:
    # /bin/kill -s HUP 198

    Like most UNIX® commands, kill(1) will not print any output if it is successful. If a signal is sent to a process not owned by that user, the message kill: PID: Operation not permitted will be displayed. Mistyping the PID will either send the signal to the wrong process, which could have negative results, or will send the signal to a PID that is not currently in use, resulting in the error kill: PID: No such process.

    Why Use /bin/kill?:

    Many shells provide kill as a built in command, meaning that the shell will send the signal directly, rather than running /bin/kill. Be aware that different shells have a different syntax for specifying the name of the signal to send. Rather than try to learn all of them, it can be simpler to specify /bin/kill.

When sending other signals, substitute TERM or KILL with the name of the signal.

Important:

Killing a random process on the system is a bad idea. In particular, 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 kill(1) before pressing Return.

4.9. 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 (sh(1)) and the extended C shell (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 tcsh(1). A Linux® 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 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 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 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. Table 4.4, “Common Environment Variables” provides a list of common environment variables and their meanings. Note that the names of environment variables are always in uppercase.

Table 4.4. Common Environment Variables
VariableDescription
USERCurrent logged in user's name.
PATHColon-separated list of directories to search for binaries.
DISPLAYNetwork name of the Xorg display to connect to, if available.
SHELLThe current shell.
TERMThe name of the user's type of terminal. Used to determine the capabilities of the terminal.
TERMCAPDatabase entry of the terminal escape codes to perform various terminal functions.
OSTYPEType of operating system.
MACHTYPEThe system's CPU architecture.
EDITORThe user's preferred text editor.
PAGERThe user's preferred utility for viewing text one page at a time.
MANPATHColon-separated list of directories to search for manual pages.

How to set an environment variable differs between shells. In tcsh(1) and csh(1), use setenv to set environment variables. In 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 tcsh(1) shell:

% setenv EDITOR /usr/local/bin/emacs

The equivalent command for bash would be:

% 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.

4.9.1. 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 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:

% chsh -s /usr/local/bin/bash

Note:

The new shell must be present in /etc/shells. If the shell was installed from the FreeBSD Ports Collection as described in Chapter 5, 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:

# echo /usr/local/bin/bash >> /etc/shells

Then, rerun chsh(1).

4.9.2. Advanced Shell Techniques

Written by Tom Rhodes.

The UNIX® 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 ls(1) command, for example, into a file, simply redirect the output:

% ls > directory_listing.txt

The directory_listing.txt file will now contain the directory contents. Some commands allow you to read input in a similar one, such as sort(1). To sort this listing, redirect the input:

% 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 sort(1) by mixing the direction:

% sort < directory_listing.txt > sorted.txt

In all of the previous examples, the commands are performing redirection using file descriptors. Every unix system has file descriptors; however, here we will focus on three, so named as Standard Input, Standard Output, and Standard Error. 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 for example. 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, short named stdin, stdout, and stderr, 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® pipe operator, | allows the output of one command to be directly passed, or directed to another program. Basically a pipe will allow the standard output of a command to be passed as standard input to another command, for example:

% cat directory_listing.txt | sort | less

In that example, the contents of directory_listing.txt will be sorted and the output passed to less(1). This allows the user to scroll through the output at their own pace and prevent it from scrolling off the screen.

4.10. Text Editors

Most FreeBSD configuration is done by editing text files. Because of this, 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 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 Ctrl, so ^e expands to Ctrl+e. To leave ee(1), press 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 vi(1), as part of the base system. Other editors, like editors/emacs and 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 Section 4.9, “Shells”.

4.11. 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 are 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 a FreeBSD must be accessed through special files called device nodes, which are located in /dev.

4.12. 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:

% man command

where command is the name of the command to learn about. For example, to learn more about ls(1), type:

% man ls

Manual pages are divided into sections which represent the type of topic. In FreeBSD, the following sections are available:

  1. User commands.

  2. System calls and error numbers.

  3. Functions in the C libraries.

  4. Device drivers.

  5. File formats.

  6. Games and other diversions.

  7. Miscellaneous information.

  8. System maintenance and operation commands.

  9. 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(1) which section to display, specify the section number:

% man 1 chmod

This will display the manual page for the user command chmod(1). References to a particular section of the online manual are traditionally placed in parenthesis in written documentation, so chmod(1) refers to the user command and 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:

% man -k mail

This command displays a list of commands that have the keyword mail in their descriptions. This is equivalent to using apropos(1).

To read the descriptions for all of the commands in /usr/bin, type:

% cd /usr/bin
% man -f * | more

or

% cd /usr/bin
% whatis * |more

4.12.1. 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 info(1) or, if editors/emacs is installed, the info mode of emacs.

To use info(1), type:

% info

For a brief introduction, type h. For a quick command reference, type ?.



[1] There are a few tasks that can not be interrupted. For example, if the process is trying to read from a file that is on another computer on the network, and the other computer 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.

Chapter 5. Installing Applications: Packages and Ports

5.1. Synopsis

FreeBSD is bundled with a rich collection of system tools as part of the base system. In addition, FreeBSD provides two complementary technologies for installing third-party software: the FreeBSD Ports Collection, for installing from source, and packages, for installing from pre-built binaries. Either method may be used to install software from local media or from the network.

After reading this chapter, you will know:

  • The difference between binary packages and ports.

  • How to find third-party software that has been ported to FreeBSD.

  • How to manage binary packages using pkgng.

  • How to build third-party software from source using the Ports Collection.

  • How to find the files installed with the application for post-installation configuration.

  • What to do if a software installation fails.

5.2. Overview of Software Installation

The typical steps for installing third-party software on a UNIX® system include:

  1. Find and download the software, which might be distributed in source code format or as a binary.

  2. Unpack the software from its distribution format. This is typically a tarball compressed with compress(1), gzip(1), or bzip2(1).

  3. Locate the documentation in INSTALL, README or some file in a doc/ subdirectory and read up on how to install the software.

  4. If the software was distributed in source format, compile it. This may involve editing a Makefile or running a configure script.

  5. Test and install the software.

If the software package was not deliberately ported, or tested to work, on FreeBSD, the source code may need editing in order for it to install and run properly. At the time of this writing, over 24,000 third-party applications have been ported to FreeBSD.

A FreeBSD package contains pre-compiled copies of all the commands for an application, as well as any configuration files and documentation. A package can be manipulated with the pkgng commands, such as pkg install.

A FreeBSD port is a collection of files designed to automate the process of compiling an application from source code. The files that comprise a port contain all the necessary information to automatically download, extract, patch, compile, and install the application.

The ports system can also be used to generate packages which can be manipulated with the FreeBSD package management commands.

Both packages and ports understand dependencies. If a package or port is used to install an application and a dependent library is not already installed, the library will automatically be installed first.

While the two technologies are similar, packages and ports each have their own strengths. Select the technology that meets your requirements for installing a particular application.

Package Benefits
  • A compressed package tarball is typically smaller than the compressed tarball containing the source code for the application.

  • Packages do not require compilation time. For large applications, such as Mozilla, KDE, or GNOME, this can be important on a slow system.

  • Packages do not require any understanding of the process involved in compiling software on FreeBSD.

Port Benefits
  • Packages are normally compiled with conservative options because they have to run on the maximum number of systems. By compiling from the port, one can change the compilation options.

  • Some applications have compile-time options relating to which features are installed. For example, Apache can be configured with a wide variety of different built-in options.

    In some cases, multiple packages will exist for the same application to specify certain settings. For example, Ghostscript is available as a ghostscript package and a ghostscript-nox11 package, depending on whether or not Xorg is installed. Creating multiple packages rapidly becomes impossible if an application has more than one or two different compile-time options.

  • The licensing conditions of some software forbid binary distribution. Such software must be distributed as source code which must be compiled by the end-user.

  • Some people do not trust binary distributions or prefer to read through source code in order to look for potential problems.

  • Source code is needed in order to apply custom patches.

To keep track of updated ports, subscribe to the FreeBSD ports mailing list and the FreeBSD ports bugs mailing list.

Warning:

Before installing any application, check http://vuxml.freebsd.org/ for security issues related to the application or install ports-mgmt/portaudit. Once installed, type portaudit -F -a to check all installed applications for known vulnerabilities. When pkg is being used the audit functionality is built in. Execute pkg audit -F to get a report on vulnerable packages.

The remainder of this chapter explains how to use packages and ports to install and manage third-party software on FreeBSD.

5.3. Finding Software

FreeBSD's list of available applications is growing all the time. There are a number of ways to find software to install:

  • The FreeBSD web site maintains an up-to-date searchable list of all the available applications, at http://www.FreeBSD.org/ports/. The ports can be searched by application name or by software category.

  • Dan Langille maintains FreshPorts.org which provides a comprehensive search utility and also tracks changes to the applications in the Ports Collection. Registered users can create a customized watch list in order to receive an automated email when their watched ports are updated.

  • If you do not know the name of an application, try using a site like Freecode.com to find an application, then check back at the FreeBSD site to see if the application has been ported yet.

  • To search the binary package repository for an application:

    # pkg search subversion
    git-subversion-1.9.2
    java-subversion-1.8.8_2
    p5-subversion-1.8.8_2
    py27-hgsubversion-1.6
    py27-subversion-1.8.8_2
    ruby-subversion-1.8.8_2
    subversion-1.8.8_2
    subversion-book-4515
    subversion-static-1.8.8_2
    subversion16-1.6.23_4
    subversion17-1.7.16_2

    Package names include the version number and in case of ports based on python, the version number of the version of python the package was built with. Some ports also have multiple versions available. In case of subversion there are different versions available, as well as different compile options. In this case, the staticly linked version of subversion. When indicating which package to install, it is best to specify the application by the port origin, which is the path in the ports tree. Repeat the pkg search with -o to list the origin of each package:

    # pkg search -o subversion
    devel/git-subversion
    java/java-subversion
    devel/p5-subversion
    devel/py-hgsubversion
    devel/py-subversion
    devel/ruby-subversion
    devel/subversion16
    devel/subversion17
    devel/subversion
    devel/subversion-book
    devel/subversion-static

    Searching by shell globs, regular expressions, exact match, by description, or any other field in the repository database is also supported by pkg search. See pkg-search(8) for more details.

  • If the Ports Collection is already installed, there are several methods to query the local version of the ports tree. To find out which category a port is in, type whereis file, where file is the program to be installed:

    # whereis lsof
    lsof: /usr/ports/sysutils/lsof

    Alternately, an echo(1) statement can be used:

    # echo /usr/ports/*/*lsof*
    /usr/ports/sysutils/lsof

    Note that this will also return any matched files downloaded into the /usr/ports/distfiles directory.

  • Another way to find software is by using the Ports Collection's built-in search mechanism. To use the search feature, cd to /usr/ports then run make search name=program-name where program-name is the name of the software. For example, to search for lsof:

    # cd /usr/ports
    # make search name=lsof
    Port:   lsof-4.88.d,8
    Path:   /usr/ports/sysutils/lsof
    Info:   Lists information about open files (similar to fstat(1))
    Maint:  ler@lerctr.org
    Index:  sysutils
    B-deps:
    R-deps: 

    Tip:

    The built-in search mechanism uses a file of index information. If a message indicates that the INDEX is required, run make fetchindex to download the current index file. With the INDEX present, make search will be able to perform the requested search.

    The Path: line indicates where to find the port.

    To receive less information, use the quicksearch feature:

    # cd /usr/ports
    # make quicksearch name=lsof
    Port:   lsof-4.88.d,8
    Path:   /usr/ports/sysutils/lsof
    Info:   Lists information about open files (similar to fstat(1))

    For more in-depth searching, use make search key=string or make quicksearch key=string, where string is some text to search for. The text can be in comments, descriptions, or dependencies in order to find ports which relate to a particular subject when the name of the program is unknown.

    When using search or quicksearch, the search string is case-insensitive. Searching for LSOF will yield the same results as searching for lsof.

5.4. Using pkgng for Binary Package Management

pkgng is the next generation replacement for the traditional FreeBSD package management tools, offering many features that make dealing with binary packages faster and easier.

pkgng is not a replacement for port management tools like ports-mgmt/portmaster or ports-mgmt/portupgrade. These tools can be used to install third-party software from both binary packages and the Ports Collection, while pkgng installs only binary packages.

5.4.1. Getting Started with pkgng

FreeBSD 8.4 and later includes a bootstrap utility which can be used to download and install pkgng, along with its manual pages.

To bootstrap the system, run:

# /usr/sbin/pkg

For earlier FreeBSD versions, pkgng must instead be installed from the Ports Collection or as a binary package.

To install the port, run:

# cd /usr/ports/ports-mgmt/pkg
# make
# make install clean

To install the binary package, run:

# pkg_add -r pkg

Once pkgng is installed, the package database must be converted from the traditional format to the new format by running this command:

# pkg2ng

This step is not required for new installations that do not yet have any third-party software installed.

Important:

This step is not reversible. Once the package database has been converted to the pkgng format, the traditional pkg_* tools should not be used.

Note:

The package database conversion may emit errors as the contents are converted to the new version. Generally, these errors can be safely ignored. However, a list of third-party software that was not successfully converted will be listed after pkg2ng has finished and these applications must be manually reinstalled.

To ensure that the FreeBSD Ports Collection registers new software with pkgng, and not the traditional packages format, FreeBSD versions earlier than 10.X require this line in /etc/make.conf:

WITH_PKGNG=	yes

The pkgng package management system uses a package repository for most operations. The default package repository location is defined in /usr/local/etc/pkg.conf or by the PACKAGESITE environment variable, which overrides the configuration file.

Additional pkgng configuration options are described in pkg.conf(5).

Usage information for pkgng is available in pkg(8) or by running pkg without additional arguments.

Each pkgng command argument is documented in a command-specific manual page. To read the manual page for pkg install, for example, run either of these commands:

# pkg help install
# man pkg-install

The rest of this section demonstrates common binary package management tasks which can be performed using pkgng. Each demonstrated command provides many switches to customize its use. Refer to a command's help or man page for details and more examples.

5.4.2. Obtaining Information About Installed Packages

Information about the packages installed on a system can be viewed by running pkg info which, when run without any switches, will list the package version for either all installed packages or the specified package.

For example, to see which version of pkgng is installed, run:

# pkg info pkg
pkg-1.1.4_1

5.4.3. Installing and Removing Packages

To install a binary package use the following command, where packagename is the name of the package to install:

# pkg install packagename

This command uses repository data to determine which version of the software to install and if it has any uninstalled dependencies. For example, to install curl:

# pkg install curl
Updating repository catalogue
/usr/local/tmp/All/curl-7.31.0_1.txz          100% of 1181 kB 1380 kBps 00m01s

/usr/local/tmp/All/ca_root_nss-3.15.1_1.txz   100% of  288 kB 1700 kBps 00m00s

Updating repository catalogue
The following 2 packages will be installed:

        Installing ca_root_nss: 3.15.1_1
        Installing curl: 7.31.0_1

The installation will require 3 MB more space

0 B to be downloaded

Proceed with installing packages [y/N]: y
Checking integrity... done
[1/2] Installing ca_root_nss-3.15.5_1... done
[2/2] Installing curl-7.31.0_1... done
Cleaning up cache files...Done

The new package and any additional packages that were installed as dependencies can be seen in the installed packages list:

# pkg info
ca_root_nss-3.15.5_1	The root certificate bundle from the Mozilla Project
curl-7.31.0_1	Non-interactive tool to get files from FTP, GOPHER, HTTP(S) servers
pkg-1.1.4_6	New generation package manager

Packages that are no longer needed can be removed with pkg delete. For example:

# pkg delete curl
The following packages will be deleted:

	curl-7.31.0_1

The deletion will free 3 MB

Proceed with deleting packages [y/N]: y
[1/1] Deleting curl-7.31.0_1... done

5.4.4. Upgrading Installed Packages

Packages that are outdated can be found with pkg version. If a local ports tree does not exist, pkg-version(8) will use the remote repository catalogue. Otherwise, the local ports tree will be used to identify package versions.

Installed packages can be upgraded to their latest versions by typing pkg upgrade. This command will compare the installed versions with those available in the repository catalogue. When finished, it will list the applications that have newer versions. Type y to proceed with the upgrade or n to cancel the upgrade.

5.4.5. Auditing Installed Packages

Occasionally, software vulnerabilities may be discovered in third-party applications. To address this, pkgng includes a built-in auditing mechanism. To determine if there are any known vulnerabilities for the software installed on the system, run:

# pkg audit -F

5.4.6. Automatically Removing Leaf Dependencies

Removing a package may leave behind dependencies which are no longer required. Unneeded packages that were installed as dependencies can be automatically detected and removed using:

# pkg autoremove
Packages to be autoremoved:
	ca_root_nss-3.13.5

The autoremoval will free 723 kB

Proceed with autoremoval of packages [y/N]: y
Deinstalling ca_root_nss-3.15.1_1... done

5.4.7. Backing Up the Package Database

Unlike the traditional package management system, pkgng includes its own package database backup mechanism. To manually back up the contents of the package database, run the following command, replacing pkgng.db with a suitable file name:

# pkg backup -d pkgng.db

Additionally, pkgng includes a periodic(8) script to automatically perform a daily back up of the package database. This functionality is enabled if daily_backup_pkgng_enable is set to YES in periodic.conf(5).

Tip:

To disable the periodic script from backing up the package database, set daily_backup_pkgdb_ enable to NO in periodic.conf(5).

To restore the contents of a previous package database backup, run:

# pkg backup -r /path/to/pkgng.db

5.4.8. Removing Stale Packages

By default, pkgng stores binary packages in a cache directory defined by PKG_CACHEDIR in pkg.conf(5). When upgrading packages with pkg upgrade, old versions of the upgraded packages are not automatically removed.

To remove these outdated binary packages, run:

# pkg clean

5.4.9. Modifying Package Metadata

Software within the FreeBSD Ports Collection can undergo major version number changes. To address this, pkgng has a built-in command to update package origins. This can be useful, for example, if lang/php5 is renamed to lang/php53 so that lang/php5 can now represent version 5.4.

To change the package origin for the above example, run:

# pkg set -o lang/php5:lang/php53

As another example, to update lang/ruby18 to lang/ruby19, run:

# pkg set -o lang/ruby18:lang/ruby19

As a final example, to change the origin of the libglut shared libraries from graphics/libglut to graphics/freeglut, run:

# pkg set -o graphics/libglut:graphics/freeglut

Note:

When changing package origins, it is important to reinstall packages that are dependent on the package with the modified origin. To force a reinstallation of dependent packages, run:

# pkg install -Rf graphics/freeglut

5.5. Using the Ports Collection

The Ports Collection is a set of Makefiles, patches, and description files stored in /usr/ports. This set of files is used to compile and install applications on FreeBSD. Before an application can be compiled using a port, the Ports Collection must first be installed. If it was not installed during the installation of FreeBSD, use one of the following methods to install it:

Procedure 5.1. Portsnap Method

The base system of FreeBSD includes Portsnap. This is a fast and user-friendly tool for retrieving the Ports Collection and is the recommended choice for most users. This utility connects to a FreeBSD site, verifies the secure key, and downloads a new copy of the Ports Collection. The key is used to verify the integrity of all downloaded files.

  1. To download a compressed snapshot of the Ports Collection into /var/db/portsnap:

    # portsnap fetch
  2. When running Portsnap for the first time, extract the snapshot into /usr/ports:

    # portsnap extract
  3. After the first use of Portsnap has been completed as shown above, /usr/ports can be updated as needed by running:

    # portsnap fetch
    # portsnap update

    When using fetch, the extract or the update operation may be run consecutively, like so:

    # portsnap fetch update
Procedure 5.2. Subversion Method

If more control over the ports tree is needed or if local changes need to be maintained, Subversion can be used to obtain the Ports Collection. Refer to the Subversion Primer for a detailed description of Subversion.

  1. Subversion must be installed before it can be used to check out the ports tree. If a copy of the ports tree is already present, install Subversion like this:

    # cd /usr/ports/devel/subversion
    # make install clean

    If the ports tree is not available, or pkgng is being used to manage packages, Subversion can be installed as a package:

    # pkg install subversion
  2. Check out a copy of the ports tree. For better performance, replace svn0.us-east.FreeBSD.org with a Subversion mirror close to your geographic location:

    # svn checkout https://svn0.us-east.FreeBSD.org/ports/head /usr/ports
  3. As needed, update /usr/ports after the initial Subversion checkout:

    # svn update /usr/ports

The Ports Collection installs a series of directories representing software categories with each category having a subdirectory for each application. Each subdirectory, also referred to as a ports skeleton, contains a set of files that tell FreeBSD how to compile and install that program. Each port skeleton includes these files and directories:

  • Makefile: contains statements that specify how the application should be compiled and where its components should be installed.

  • distinfo: contains the names and checksums of the files that must be downloaded to build the port.

  • files/: this directory contains any patches needed for the program to compile and install on FreeBSD. This directory may also contain other files used to build the port.

  • pkg-descr: provides a more detailed description of the program.

  • pkg-plist: a list of all the files that will be installed by the port. It also tells the ports system which files to remove upon deinstallation.

Some ports include pkg-message or other files to handle special situations. For more details on these files, and on ports in general, refer to the FreeBSD Porter's Handbook.

The port does not include the actual source code, also known as a distfile. The extract portion of building a port will automatically save the downloaded source to /usr/ports/distfiles.

5.5.1. Installing Ports

This section provides basic instructions on using the Ports Collection to install or remove software. The detailed description of available make targets and environment variables is available in ports(7).

Warning:

Before compiling any port, be sure to update the Ports Collection as described in the previous section. Since the installation of any third-party software can introduce security vulnerabilities, it is recommended to first check http://vuxml.freebsd.org/ for known security issues related to the port. Alternately, if ports-mgmt/portaudit is installed, run portaudit -F before installing a new port. This command can be configured to automatically perform a security audit and an update of the vulnerability database during the daily security system check. For more information, refer to the manual page for portaudit and periodic(8).

Using the Ports Collection assumes a working Internet connection. It also requires superuser privilege.

Some third-party DVD products such as the FreeBSD Toolkit from freebsdmall.com contain distfiles which can be used to install ports without an Internet connection. Mount the DVD on /cdrom. If you use a different mount point, set the CD_MOUNTPTS make variable. The needed distfiles will be automatically used if they are present on the disk. However, the licenses of a few ports do not allow their inclusion on the DVD. This could be because a registration form needs to be filled out before downloading or redistribution is not allowed. In order to install a port not included on the DVD, a connection to the Internet will still be required.

To compile and install the port, change to the directory of the port to be installed, then type make install at the prompt. Messages will indicate the progress:

# cd /usr/ports/sysutils/lsof
# make install
>> lsof_4.88D.freebsd.tar.gz doesn't seem to exist in /usr/ports/distfiles/.
>> Attempting to fetch from ftp://lsof.itap.purdue.edu/pub/tools/unix/lsof/.
===>  Extracting for lsof-4.88
...
[extraction output snipped]
...
>> Checksum OK for lsof_4.88D.freebsd.tar.gz.
===>  Patching for lsof-4.88.d,8
===>  Applying FreeBSD patches for lsof-4.88.d,8
===>  Configuring for lsof-4.88.d,8
...
[configure output snipped]
...
===>  Building for lsof-4.88.d,8
...
[compilation output snipped]
...

===>  Installing for lsof-4.88.d,8
...
[installation output snipped]
...
===>   Generating temporary packing list
===>   Compressing manual pages for lsof-4.88.d,8
===>   Registering installation for lsof-4.88.d,8
===>  SECURITY NOTE:
      This port has installed the following binaries which execute with
      increased privileges.
/usr/local/sbin/lsof
#

Since lsof is a program that runs with increased privileges, a security warning is displayed as it is installed. Once the installation is complete, the prompt will be returned.

Some shells keep a cache of the commands that are available in the directories listed in the PATH environment variable, to speed up lookup operations for the executable file of these commands. Users of the tcsh shell should type rehash so that a newly installed command can be used without specifying its full path. Use hash -r instead for the sh shell. Refer to the documentation for the shell for more information.

During installation, a working subdirectory is created which contains all the temporary files used during compilation. Removing this directory saves disk space and minimizes the chance of problems later when upgrading to the newer version of the port:

# make clean
===>  Cleaning for lsof-88.d,8
#

Note:

To save this extra step, instead use make install clean when compiling the port.

5.5.1.1. Customizing Ports Installation

Some ports provide build options which can be used to enable or disable application components, provide security options, or allow for other customizations. Examples include www/firefox, security/gpgme, and mail/sylpheed-claws. If the port depends upon other ports which have configurable options, it may pause several times for user interaction as the default behavior is to prompt the user to select options from a menu. To avoid this, run make config-recursive within the port skeleton to do this configuration in one batch. Then, run make install [clean] to compile and install the port.

Tip:

When using config-recursive, the list of ports to configure are gathered by the all-depends-list target. It is recommended to run make config-recursive until all dependent ports options have been defined, and ports options screens no longer appear, to be certain that all dependency options have been configured.

There are several ways to revisit a port's build options menu in order to add, remove, or change these options after a port has been built. One method is to cd into the directory containing the port and type make config. Another option is to use make showconfig. Another option is to execute make rmconfig which will remove all selected options and allow you to start over. All of these options, and others, are explained in great detail in ports(7).

The ports system uses fetch(1) to download the source files, which supports various environment variables. The FTP_PASSIVE_MODE, FTP_PROXY, and FTP_PASSWORD variables may need to be set if the FreeBSD system is behind a firewall or FTP/HTTP proxy. See fetch(3) for the complete list of supported variables.

For users who cannot be connected to the Internet all the time, make fetch can be run within /usr/ports, to fetch all distfiles, or within a category, such as /usr/ports/net, or within the specific port skeleton. Note that if a port has any dependencies, running this command in a category or ports skeleton will not fetch the distfiles of ports from another category. Instead, use make fetch-recursive to also fetch the distfiles for all the dependencies of a port.

In rare cases, such as when an organization has a local distfiles repository, the MASTER_SITES variable can be used to override the download locations specified in the Makefile. When using, specify the alternate location:

# cd /usr/ports/directory
# make MASTER_SITE_OVERRIDE= \
ftp://ftp.organization.org/pub/FreeBSD/ports/distfiles/ fetch

The WRKDIRPREFIX and PREFIX variables can override the default working and target directories. For example:

# make WRKDIRPREFIX=/usr/home/example/ports install

will compile the port in /usr/home/example/ports and install everything under /usr/local.

# make PREFIX=/usr/home/example/local install

will compile the port in /usr/ports and install it in /usr/home/example/local. And:

# make WRKDIRPREFIX=../ports PREFIX=../local install

will combine the two.

These can also be set as environmental variables. Refer to the manual page for your shell for instructions on how to set an environmental variable.

5.5.2. Removing Installed Ports

Installed ports can be uninstalled using pkg delete. Examples for using this command can be found in Section 5.4, “Using pkgng for Binary Package Management”.

Alternately, make deinstall can be run in the port's directory:

# cd /usr/ports/sysutils/lsof
make deinstall
===>  Deinstalling for sysutils/lsof
===>   Deinstalling
Deinstallation has been requested for the following 1 packages:

	lsof-4.88.d,8

The deinstallation will free 229 kB
[1/1] Deleting lsof-4.88.d,8... done

It is recommended to read the messages as the port is uninstalled. If the port has any applications that depend upon it, this information will be displayed but the uninstallation will proceed. In such cases, it may be better to reinstall the application in order to prevent broken dependencies.

5.5.3. Upgrading Ports

Over time, newer versions of software become available in the Ports Collection. This section describes how to determine which software can be upgraded and how to perform the upgrade.

To determine if newer versions of installed ports are available, ensure that the latest version of the ports tree is installed, using the updating command described in either Procedure 5.1, “Portsnap Method” or Procedure 5.2, “Subversion Method”. On FreeBSD 10 and later, or if the system has been converted to pkgng, the following command will list the installed ports which are out of date:

# pkg version -l "<"

For FreeBSD 9.X and lower, the following command will list the installed ports that are out of date:

# pkg_version -l "<"

Important:

Before attempting an upgrade, read /usr/ports/UPDATING from the top of the file to the date closest to the last time ports were upgraded or the system was installed. This file describes various issues and additional steps users may encounter and need to perform when updating a port, including such things as file format changes, changes in locations of configuration files, or any incompatibilities with previous versions. Make note of any instructions which match any of the ports that need upgrading and follow these instructions when performing the upgrade.

To perform the actual upgrade, use either Portmaster or Portupgrade.

5.5.3.1. Upgrading Ports Using Portmaster

The ports-mgmt/portmaster package or port is the recommended tool for upgrading installed ports as it is designed to use the tools installed with FreeBSD without depending upon other ports. It uses the information in /var/db/pkg/ to determine which ports to upgrade. To install this utility as a port:

# cd /usr/ports/ports-mgmt/portmaster
# make install clean

Portmaster defines four categories of ports:

  • Root port: has no dependencies and is not a dependency of any other ports.

  • Trunk port: has no dependencies, but other ports depend upon it.

  • Branch port: has dependencies and other ports depend upon it.

  • Leaf port: has dependencies but no other ports depend upon it.

To list these categories and search for updates:

# portmaster -L
===>>> Root ports (No dependencies, not depended on)
===>>> ispell-3.2.06_18
===>>> screen-4.0.3
        ===>>> New version available: screen-4.0.3_1
===>>> tcpflow-0.21_1
===>>> 7 root ports
...
===>>> Branch ports (Have dependencies, are depended on)
===>>> apache22-2.2.3
        ===>>> New version available: apache22-2.2.8
...
===>>> Leaf ports (Have dependencies, not depended on)
===>>> automake-1.9.6_2
===>>> bash-3.1.17
        ===>>> New version available: bash-3.2.33
...
===>>> 32 leaf ports

===>>> 137 total installed ports
        ===>>> 83 have new versions available

This command is used to upgrade all outdated ports:

# portmaster -a

Note:

By default, Portmaster will make a backup package before deleting the existing port. If the installation of the new version is successful, Portmaster will delete the backup. Using -b will instruct Portmaster not to automatically delete the backup. Adding -i will start Portmaster in interactive mode, prompting for confirmation before upgrading each port. Many other options are available. Read through the manual page for portmaster(8) for details regarding their usage.

If errors are encountered during the upgrade process, add -f to upgrade and rebuild all ports:

# portmaster -af

Portmaster can also be used to install new ports on the system, upgrading all dependencies before building and installing the new port. To use this function, specify the location of the port in the Ports Collection:

# portmaster shells/bash

5.5.3.2. Upgrading Ports Using Portupgrade

Another utility that can be used to upgrade ports is Portupgrade, which is available as the ports-mgmt/portupgrade package or port. This utility installs a suite of applications which can be used to manage ports. However, it is dependent upon Ruby. To install the port:

# cd /usr/ports/ports-mgmt/portupgrade
# make install clean

Before performing an upgrade using this utility, it is recommended to scan the list of installed ports using pkgdb -F and to fix all the inconsistencies it reports.

To upgrade all the outdated ports installed on the system, use portupgrade -a. Alternately, include -i to be asked for confirmation of every individual upgrade:

# portupgrade -ai

To upgrade only a specified application instead of all available ports, use portupgrade pkgname. It is very important to include -R to first upgrade all the ports required by the given application:

# portupgrade -R firefox

If -P is included, Portupgrade searches for available packages in the local directories listed in PKG_PATH. If none are available locally, it then fetches packages from a remote site. If packages can not be found locally or fetched remotely, Portupgrade will use ports. To avoid using ports entirely, specify -PP. This last set of options tells Portupgrade to abort if no packages are available:

# portupgrade -PP gnome2

To just fetch the port distfiles, or packages, if -P is specified, without building or installing anything, use -F. For further information on all of the available switches, refer to the manual page for portupgrade.

5.5.4. Ports and Disk Space

Using the Ports Collection will use up disk space over time. After building and installing a port, running make clean within the ports skeleton will clean up the temporary work directory. If Portmaster is used to install a port, it will automatically remove this directory unless -K is specified. If Portupgrade is installed, this command will remove all work directories found within the local copy of the Ports Collection:

# portsclean -C

In addition, a lot of out-dated source distribution files will collect in /usr/ports/distfiles over time. If Portupgrade is installed, this command will delete all the distfiles that are no longer referenced by any ports:

# portsclean -D

To use Portupgrade to remove all distfiles not referenced by any port currently installed on the system:

# portsclean -DD

If Portmaster is installed, use:

# portmaster --clean-distfiles

By default, this command is interactive and will prompt the user to confirm if a distfile should be deleted.

In addition to these commands, the ports-mgmt/pkg_cutleaves package or port automates the task of removing installed ports that are no longer needed.

5.6. Building Packages with Poudriere

Poudriere is a BSD-licensed utility for creating and testing FreeBSD packages. It uses FreeBSD jails to set up isolated compilation environments. These jails can be used to build packages for versions of FreeBSD that are different from the system on which it is installed, and also to build packages for i386 if the host is an amd64 system. Once the packages are built, they are in a layout identical to the official mirrors. These packages are usable by pkg(8) and other package management tools.

Poudriere is installed using the ports-mgmt/poudriere package or port. The installation includes a sample configuration file /usr/local/etc/poudriere.conf.sample. Copy this file to /usr/local/etc/poudriere.conf. Edit the copied file to suit the local configuration.

While ZFS is not required on the system running poudriere, it is beneficial. When ZFS is used, ZPOOL must be specified in /usr/local/etc/poudriere.conf and FREEBSD_HOST should be set to a nearby mirror. Defining CCACHE_DIR enables the use of devel/ccache to cache compilation and reduce build times for frequently-compiled code. It may be convenient to put poudriere datasets in an isolated tree mounted at /poudriere. Defaults for the other configuration values are adequate.

The number of processor cores detected is used to define how many builds should run in parallel. Supply enough virtual memory, either with RAM or swap space. If virtual memory runs out, compiling jails will stop and be torn down, resulting in weird error messages.

5.6.1. Initialize Jails and Port Trees

After configuration, initialize poudriere so that it installs a jail with the required FreeBSD tree and a ports tree. Specify a name for the jail using -j and the FreeBSD version with -v. On systems running FreeBSD/amd64, the architecture can be set with -a to either i386 or amd64. The default is the architecture shown by uname.

# poudriere jail -c -j 10amd64 -v 10.0-RELEASE
====>> Creating 10amd64 fs... done
====>> Fetching base.txz for FreeBSD 10.0-RELEASE amd64
/poudriere/jails/10amd64/fromftp/base.txz      100% of   59 MB 1470 kBps 00m42s
====>> Extracting base.txz... done
====>> Fetching src.txz for FreeBSD 10.0-RELEASE amd64
/poudriere/jails/10amd64/fromftp/src.txz       100% of  107 MB 1476 kBps 01m14s
====>> Extracting src.txz... done
====>> Fetching games.txz for FreeBSD 10.0-RELEASE amd64
/poudriere/jails/10amd64/fromftp/games.txz     100% of  865 kB  734 kBps 00m01s
====>> Extracting games.txz... done
====>> Fetching lib32.txz for FreeBSD 10.0-RELEASE amd64
/poudriere/jails/10amd64/fromftp/lib32.txz     100% of   14 MB 1316 kBps 00m12s
====>> Extracting lib32.txz... done
====>> Cleaning up... done
====>> Jail 10amd64 10.0-RELEASE amd64 is ready to be used
# poudriere ports -c -p local
====>> Creating local fs... done
====>> Extracting portstree "local"...
Looking up portsnap.FreeBSD.org mirrors... 7 mirrors found.
Fetching public key from ec2-eu-west-1.portsnap.freebsd.org... done.
Fetching snapshot tag from ec2-eu-west-1.portsnap.freebsd.org... done.
Fetching snapshot metadata... done.
Fetching snapshot generated at Tue Feb 11 01:07:15 CET 2014:
94a3431f0ce567f6452ffde4fd3d7d3c6e1da143efec76100% of   69 MB 1246 kBps 00m57s
Extracting snapshot... done.
Verifying snapshot integrity... done.
Fetching snapshot tag from ec2-eu-west-1.portsnap.freebsd.org... done.
Fetching snapshot metadata... done.
Updating from Tue Feb 11 01:07:15 CET 2014 to Tue Feb 11 16:05:20 CET 2014.
Fetching 4 metadata patches... done.
Applying metadata patches... done.
Fetching 0 metadata files... done.
Fetching 48 patches.
(48/48) 100.00%  done.
done.
Applying patches...
done.
Fetching 1 new ports or files... done.
/poudriere/ports/tester/CHANGES
/poudriere/ports/tester/COPYRIGHT

[...]

Building new INDEX files... done.

On a single computer, poudriere can build ports with multiple configurations, in multiple jails, and from different port trees. Custom configurations for these combinations are called sets. See the CUSTOMIZATION section of poudriere(8) for details.

The basic configuration shown here puts a single jail-, port-, and set-specific make.conf in /usr/local/etc/poudriere.d. The filename in this example is created by combining the jail name, port name, and set name: 10amd64-local-workstation-make.conf. The system make.conf and this new file are combined at build time to create the make.conf used by the build jail.

Packages to be built are entered in 10amd64-local-workstation-pkglist:

editors/emacs
devel/git
ports-mgmt/pkg
...

Options and dependencies for the specified ports are configured:

# poudriere options -j 10amd64 -p local -z workstation -f workstation-pkglist

Finally, packages are built and a package repository is created:

# poudriere bulk -j 10amd64 -p local -z workstation -f workstation-pkglist

Ctrl+t displays the current state of the build. Poudriere also builds files in /poudriere/logs/bulk/jailname that can be used with a web server to display build information.

Packages are now available for installation from the poudriere repository.

For more information on using poudriere, see poudriere(8) and the main web site, https://fossil.etoilebsd.net/poudriere/doc/trunk/doc/index.wiki.

5.7. Post-Installation Considerations

Regardless of whether the software was installed from a binary package or port, most third-party applications require some level of configuration after installation. The following commands and locations can be used to help determine what was installed with the application.

  • Most applications install at least one default configuration file in /usr/local/etc. In the case where an application has a large number of configuration files, a subdirectory will be created to hold them. Often, sample configuration files are installed which end with a suffix such as .sample. The configuration files should be reviewed and possibly edited to meet the system's needs. To edit a sample file, first copy it without the .sample extension.

  • Applications which provide documentation will install it into /usr/local/share/doc and many applications also install manual pages. This documentation should be consulted before continuing.

  • Some applications run services which must be added to /etc/rc.conf before starting the application. These applications usually install a startup script in /usr/local/etc/rc.d. See Starting Services for more information.

  • Users of csh(1) should run rehash to rebuild the known binary list in the shells PATH.

  • Use pkg info to determine which files, man pages, and binaries were installed with the application.

5.8. Dealing with Broken Ports

When a port does not build or install, try the following:

  1. Search to see if there is a fix pending for the port in the Problem Report database. If so, implementing the proposed fix may fix the issue.

  2. Ask the maintainer of the port for help. Type make maintainer in the ports skeleton or read the port's Makefile to find the maintainer's email address. Remember to include the $FreeBSD: line from the port's Makefile and the output leading up to the error in the email to the maintainer.

    Note:

    Some ports are not maintained by an individual but instead by a mailing list. Many, but not all, of these addresses look like . Take this into account when sending an email.

    In particular, ports shown as maintained by are not maintained by a specific individual. Instead, any fixes and support come from the general community who subscribe to that mailing list. More volunteers are always needed!

    If there is no response to the email, use send-pr(1) to submit a bug report using the instructions in Writing FreeBSD Problem Reports.

  3. Fix it! The Porter's Handbook includes detailed information on the ports infrastructure so that you can fix the occasional broken port or even submit your own!

  4. Install the package instead of the port using the instructions in Section 5.4, “Using pkgng for Binary Package Management”.

Chapter 6. The X Window System

6.1. Synopsis

An installation of FreeBSD using bsdinstall does not automatically install a graphical user interface. This chapter describes how to install and configure Xorg, which provides the open source X Window System used to provide a graphical environment. It then describes how to find and install a desktop environment or window manager.

Note:

Users who prefer an installation method that automatically configures the Xorg and offers a choice of window managers during installation should refer to the pcbsd.org website.

For more information on the video hardware that Xorg supports, refer to the x.org website.

After reading this chapter, you will know:

  • The various components of the X Window System, and how they interoperate.

  • How to install and configure Xorg.

  • How to install and configure several window managers and desktop environments.

  • How to use TrueType® fonts in Xorg.

  • How to set up your system for graphical logins (XDM).

Before reading this chapter, you should:

6.2. Terminology

While it is not necessary to understand all of the details of the various components in the X Window System and how they interact, some basic knowledge of these components can be useful:

X server

X was designed from the beginning to be network-centric, and adopts a client-server model. In this model, the X server runs on the computer that has the keyboard, monitor, and mouse attached. The server's responsibility includes tasks such as managing the display, handling input from the keyboard and mouse, and handling input or output from other devices such as a tablet or a video projector. This confuses some people, because the X terminology is exactly backward to what they expect. They expect the X server to be the big powerful machine down the hall, and the X client to be the machine on their desk.

X client

Each X application, such as XTerm or Firefox, is a client. A client sends messages to the server such as Please draw a window at these coordinates, and the server sends back messages such as The user just clicked on the OK button.

In a home or small office environment, the X server and the X clients commonly run on the same computer. It is also possible to run the X server on a less powerful computer and to run the X applications on a more powerful system. In this scenario, the communication between the X client and server takes place over the network.

window manager

X does not dictate what windows should look like on screen, how to move them around with the mouse, which keystrokes should be used to move between windows, what the title bars on each window should look like, whether or not they have close buttons on them, and so on. Instead, X delegates this responsibility to a separate window manager application. There are dozens of window managers available. Each window manager provides a different look and feel: some support virtual desktops, some allow customized keystrokes to manage the desktop, some have a Start button, and some are themeable, allowing a complete change of the desktop's look-and-feel. Window managers are available in the x11-wm category of the Ports Collection.

Each window manager uses a different configuration mechanism. Some expect configuration file written by hand while others provide graphical tools for most configuration tasks.

desktop environment

KDE and GNOME are considered to be desktop environments as they include an entire suite of applications for performing common desktop tasks. These may include office suites, web browsers, and games.

focus policy

The window manager is responsible for the mouse focus policy. This policy provides some means for choosing which window is actively receiving keystrokes and it should also visibly indicate which window is currently active.

One focus policy is called click-to-focus. In this model, a window becomes active upon receiving a mouse click. In the focus-follows-mouse policy, the window that is under the mouse pointer has focus and the focus is changed by pointing at another window. If the mouse is over the root window, then this window is focused. In the sloppy-focus model, if the mouse is moved over the root window, the most recently used window still has the focus. With sloppy-focus, focus is only changed when the cursor enters a new window, and not when exiting the current window. In the click-to-focus policy, the active window is selected by mouse click. The window may then be raised and appear in front of all other windows. All keystrokes will now be directed to this window, even if the cursor is moved to another window.

Different window managers support different focus models. All of them support click-to-focus, and the majority of them also support other policies. Consult the documentation for the window manager to determine which focus models are available.

widgets

Widget is a term for all of the items in the user interface that can be clicked or manipulated in some way. This includes buttons, check boxes, radio buttons, icons, and lists. A widget toolkit is a set of widgets used to create graphical applications. There are several popular widget toolkits, including Qt, used by KDE, and GTK+, used by GNOME. As a result, applications will have a different look and feel, depending upon which widget toolkit was used to create the application.

6.3. Installing Xorg

Xorg is the implementation of the open source X Window System released by the X.Org Foundation. In FreeBSD, it can be installed as a package or port. The meta-port for the complete distribution which includes X servers, clients, libraries, and fonts is located in x11/xorg. A minimal distribution is located in x11/xorg-minimal, with separate ports available for docs, libraries, and apps. The examples in this section install the complete Xorg distribution.

To build and install Xorg from the Ports Collection:

# cd /usr/ports/x11/xorg
# make install clean

Note:

To build Xorg in its entirety, be sure to have at least 4 GB of free disk space available.

Alternatively, Xorg can be installed directly from packages with this command:

# pkg install xorg

6.4. Xorg Configuration

In most cases, Xorg is self-configuring. Those with older or unusual equipment may find it helpful to gather some hardware information before beginning configuration.

  • Monitor sync frequencies

  • Video card chipset

  • Video card memory

Screen resolution and refresh rate are determined by the monitor's horizontal and vertical sync frequencies. Almost all monitors support electronic autodetection of these values. A few monitors do not provide these values, and the specifications must be determined from the printed manual or manufacturer web site.

The video card chipset is also autodetected, and used to select the proper video driver. It is beneficial for the user to be aware of which chipset is installed for when autodetection does not provide the desired result.

Video card memory determines the maximum resolution and color depth which can be displayed.

6.4.1. Caveats

The ability to configure optimal resolution is dependent upon the video hardware and the support provided by its driver. At this time, driver support is as follows:

  • NVIDIA: several NVIDIA drivers are available in the x11 category of the FreeBSD Ports Collection. Install the driver that matches the model of the NVIDIA hardware.

  • Intel: as of FreeBSD 9.1, 3D acceleration on most Intel graphics, including IronLake, SandyBridge, and IvyBridge, is supported. Due to the current KMS implementation, it is not possible to switch between the graphical console and a virtual console using Crtl+Alt+F#.

  • ATI/Radeon: 3D acceleration will not work on ATI or Radeon cards until FreeBSD completes its TTM work. These cards will need to be configured with the 2D driver, and if that does not work, with the Vesa driver.

  • Optimus: currently there is no switching support between the two graphics adapters provided by Optimus. Optimus implementations vary, so FreeBSD may or may not be able to successfully load a graphics driver on all hardware. If you get a blank screen, check if the BIOS has an option to disable one of the graphics adapters or to set discrete mode.

6.4.2. Configuring Xorg

Xorg uses HAL to autodetect keyboards and mice. The sysutils/hal and devel/dbus ports are automatically installed as dependencies of x11/xorg, but must be enabled by adding the following entries to /etc/rc.conf:

hald_enable="YES"
dbus_enable="YES"

Start these services before configuring Xorg:

# service hald start
# service dbus start

Once these services are started, check if Xorg auto-configures itself by typing:

# Xorg -configure

This will generate a file named /root/xorg.conf.new which attempts to load the proper drivers for the detected hardware. Next, test that the automatically generated configuration file works with the graphics hardware by typing:

# Xorg -config xorg.conf.new -retro

If a black and grey grid and an X mouse cursor appear, the configuration was successful. To exit the test, switch to the virtual console used to start it by pressing Ctrl+Alt+Fn (F1 for the first virtual console) and press Ctrl+C.

Note:

The Ctrl+Alt+Backspace key combination may also be used to break out of Xorg. To enable it, you can either type the following command from any X terminal emulator:

% setxkbmap -option terminate:ctrl_alt_bksp

or create a keyboard configuration file for hald called x11-input.fdi and saved in the /usr/local/etc/hal/fdi/policy directory. This file should contain the following lines:

<?xml version="1.0" encoding="iso-8859-1"?>
<deviceinfo version="0.2">
  <device>
    <match key="info.capabilities" contains="input.keyboard">
	  <merge key="input.x11_options.XkbOptions" type="string">terminate:ctrl_alt_bksp</merge>
    </match>
  </device>
</deviceinfo>

You will have to reboot your machine to force hald to read this file.

The following line will also have to be added to xorg.conf.new, in the ServerLayout or ServerFlags section:

Option	"DontZap"	"off"

If the test is unsuccessful, skip ahead to Section 6.8, “Troubleshooting”. Once the test is successful, copy the configuration file to /etc/X11/xorg.conf:

# cp xorg.conf.new /etc/X11/xorg.conf

Note:

Desktop environments like GNOME, KDE or Xfce provide graphical tools to set parameters such as video resolution. If the default configuration works, skip to Section 6.7, “Desktop Environments” for examples on how to install a desktop environment.

6.5. Using Fonts in Xorg

6.5.1. Type1 Fonts

The default fonts that ship with Xorg are less than ideal for typical desktop publishing applications. Large presentation fonts show up jagged and unprofessional looking, and small fonts are almost completely unintelligible. However, there are several free, high quality Type1 (PostScript®) fonts available which can be readily used with Xorg. For instance, the URW font collection (x11-fonts/urwfonts) includes high quality versions of standard type1 fonts (Times Roman®, Helvetica®, Palatino® and others). The Freefonts collection (x11-fonts/freefonts) includes many more fonts, but most of them are intended for use in graphics software such as the Gimp, and are not complete enough to serve as screen fonts. In addition, Xorg can be configured to use TrueType® fonts with a minimum of effort. For more details on this, see the X(7) manual page or Section 6.5.2, “TrueType® Fonts”.

To install the above Type1 font collections from the Ports Collection, run the following commands:

# cd /usr/ports/x11-fonts/urwfonts
# make install clean

And likewise with the freefont or other collections. To have the X server detect these fonts, add an appropriate line to the X server configuration file (/etc/X11/xorg.conf), which reads:

FontPath "/usr/local/lib/X11/fonts/URW/"

Alternatively, at the command line in the X session run:

% xset fp+ /usr/local/lib/X11/fonts/URW
% xset fp rehash

This will work but will be lost when the X session is closed, unless it is added to the startup file (~/.xinitrc for a normal startx session, or ~/.xsession when logging in through a graphical login manager like XDM). A third way is to use the new /usr/local/etc/fonts/local.conf file as demonstrated in Section 6.5.3, “Anti-Aliased Fonts”.

6.5.2. TrueType® Fonts

Xorg has built in support for rendering TrueType® fonts. There are two different modules that can enable this functionality. The freetype module is used in this example because it is more consistent with the other font rendering back-ends. To enable the freetype module just add the following line to the "Module" section of the /etc/X11/xorg.conf file.

Load  "freetype"

Now make a directory for the TrueType® fonts (for example, /usr/local/lib/X11/fonts/TrueType) and copy all of the TrueType® fonts into this directory. Keep in mind that TrueType® fonts cannot be directly taken from a Macintosh®; they must be in UNIX®/MS-DOS®/Windows® format for use by Xorg. Once the files have been copied into this directory, use ttmkfdir to create a fonts.dir file, so that the X font renderer knows that these new files have been installed. ttmkfdir is available from the FreeBSD Ports Collection as x11-fonts/ttmkfdir.

# cd /usr/local/lib/X11/fonts/TrueType
# ttmkfdir -o fonts.dir

Now add the TrueType® directory to the font path. This is just the same as described in Section 6.5.1, “Type1 Fonts”:

% xset fp+ /usr/local/lib/X11/fonts/TrueType
% xset fp rehash

or add a FontPath line to the xorg.conf file.

That's it. Now Gimp, Apache OpenOffice, and all of the other X applications should now recognize the installed TrueType® fonts. Extremely small fonts (as with text in a high resolution display on a web page) and extremely large fonts (within StarOffice) will look much better now.

6.5.3. Anti-Aliased Fonts

All fonts in Xorg that are found in /usr/local/lib/X11/fonts/ and ~/.fonts/ are automatically made available for anti-aliasing to Xft-aware applications. Most recent applications are Xft-aware, including KDE, GNOME, and Firefox.

In order to control which fonts are anti-aliased, or to configure anti-aliasing properties, create (or edit, if it already exists) the file /usr/local/etc/fonts/local.conf. Several advanced features of the Xft font system can be tuned using this file; this section describes only some simple possibilities. For more details, please see fonts-conf(5).

This file must be in XML format. Pay careful attention to case, and make sure all tags are properly closed. The file begins with the usual XML header followed by a DOCTYPE definition, and then the <fontconfig> tag:

<?xml version="1.0"?>
      <!DOCTYPE fontconfig SYSTEM "fonts.dtd">
      <fontconfig>

As previously stated, all fonts in /usr/local/lib/X11/fonts/ as well as ~/.fonts/ are already made available to Xft-aware applications. If you wish to add another directory outside of these two directory trees, add a line similar to the following to /usr/local/etc/fonts/local.conf:

<dir>/path/to/my/fonts</dir>

After adding new fonts, and especially new font directories, you should run the following command to rebuild the font caches:

# fc-cache -f

Anti-aliasing makes borders slightly fuzzy, which makes very small text more readable and removes staircases from large text, but can cause eyestrain if applied to normal text. To exclude font sizes smaller than 14 point from anti-aliasing, include these lines:

        <match target="font">
	    <test name="size" compare="less">
		<double>14</double>
	    </test>
	    <edit name="antialias" mode="assign">
		<bool>false</bool>
	    </edit>
	</match>
	<match target="font">
	    <test name="pixelsize" compare="less" qual="any">
		<double>14</double>
	    </test>
	    <edit mode="assign" name="antialias">
		<bool>false</bool>
	    </edit>
	</match>

Spacing for some monospaced fonts may also be inappropriate with anti-aliasing. This seems to be an issue with KDE, in particular. One possible fix for this is to force the spacing for such fonts to be 100. Add the following lines:

       <match target="pattern" name="family">
	   <test qual="any" name="family">
	       <string>fixed</string>
	   </test>
	   <edit name="family" mode="assign">
	       <string>mono</string>
	   </edit>
	</match>
	<match target="pattern" name="family">
	    <test qual="any" name="family">
		<string>console</string>
	    </test>
	    <edit name="family" mode="assign">
		<string>mono</string>
	    </edit>
	</match>

(this aliases the other common names for fixed fonts as "mono"), and then add:

         <match target="pattern" name="family">
	     <test qual="any" name="family">
		 <string>mono</string>
	     </test>
	     <edit name="spacing" mode="assign">
		 <int>100</int>
	     </edit>
	 </match>      

Certain fonts, such as Helvetica, may have a problem when anti-aliased. Usually this manifests itself as a font that seems cut in half vertically. At worst, it may cause applications to crash. To avoid this, consider adding the following to local.conf:

         <match target="pattern" name="family">
	     <test qual="any" name="family">
		 <string>Helvetica</string>
	     </test>
	     <edit name="family" mode="assign">
		 <string>sans-serif</string>
	     </edit>
	 </match>        

Once you have finished editing local.conf make sure you end the file with the </fontconfig> tag. Not doing this will cause your changes to be ignored.

Finally, users can add their own settings via their personal .fonts.conf files. To do this, each user should simply create a ~/.fonts.conf. This file must also be in XML format.

One last point: with an LCD screen, sub-pixel sampling may be desired. This basically treats the (horizontally separated) red, green and blue components separately to improve the horizontal resolution; the results can be dramatic. To enable this, add the line somewhere in the local.conf file:

<match target="font">
	     <test qual="all" name="rgba">
		 <const>unknown</const>
	     </test>
	     <edit name="rgba" mode="assign">
		 <const>rgb</const>
	     </edit>
	 </match>

Note:

Depending on the sort of display, rgb may need to be changed to bgr, vrgb or vbgr: experiment and see which works best.

6.6. The X Display Manager

Contributed by Seth Kingsley.

Xorg provides an X Display Manager, XDM, which can be used for login session management. XDM provides a graphical interface for choosing which display server to connect to and for entering authorization information such as a login and password combination.

This section demonstrates how to configure the X Display Manager on FreeBSD. Some desktop environments provide their own graphical login manager. Refer to Section 6.7.1, “GNOME” for instructions on how to configure the GNOME Display Manager and Section 6.7.2, “KDE” for instructions on how to configure the KDE Display Manager.

6.6.1. Configuring XDM

To install XDM, use the x11/xdm package or port. Once installed, XDM can be configured to run when the machine boots up by editing this entry in /etc/ttys:

ttyv8   "/usr/local/bin/xdm -nodaemon"  xterm   off secure

Change the off to on and save the edit. The ttyv8 in this entry indicates that XDM will run on the ninth virtual terminal.

The XDM configuration directory is located in /usr/local/lib/X11/xdm. This directory contains several files used to change the behavior and appearance of XDM, as well as a few scripts and programs used to set up the desktop when XDM is running. Table 6.1, “XDM Configuration Files” summarizes the function of each of these files. The exact syntax and usage of these files is described in xdm(1).

Table 6.1. XDM Configuration Files
FileDescription
XaccessThe protocol for connecting to XDM is called the X Display Manager Connection Protocol (XDMCP) This file is a client authorization ruleset for controlling XDMCP connections from remote machines. By default, this file does not allow any remote clients to connect.
XresourcesThis file controls the look and feel of the XDM display chooser and login screens. The default configuration is a simple rectangular login window with the hostname of the machine displayed at the top in a large font and Login: and Password: prompts below. The format of this file is identical to the app-defaults file described in the Xorg documentation.
XserversThe list of local and remote displays the chooser should provide as login choices.
XsessionDefault session script for logins which is run by XDM after a user has logged in. Normally each user will have a customized session script in ~/.xsession that overrides this script
Xsetup_*Script to automatically launch applications before displaying the chooser or login interfaces. There is a script for each display being used, named Xsetup_*, where * is the local display number. Typically these scripts run one or two programs in the background such as xconsole.
xdm-configGlobal configuration for all displays running on this machine.
xdm-errorsContains errors generated by the server program. If a display that XDM is trying to start hangs, look at this file for error messages. These messages are also written to the user's ~/.xsession-errors file on a per-session basis.
xdm-pidThe running process ID of XDM.

6.6.2. Configuring Remote Access

By default, only users on the same system can login using XDM. To enable users on other systems to connect to the display server, edit the access control rules and enable the connection listener.

To configure XDM to listen for any remote connection, comment out the DisplayManager.requestPort line in /usr/local/lib/X11/xdm/xdm-config by putting a ! in front of it:

! SECURITY: do not listen for XDMCP or Chooser requests
! Comment out this line if you want to manage X terminals with xdm
DisplayManager.requestPort:     0

Save the edits and restart XDM. To restrict remote access, look at the example entries in /usr/local/lib/X11/xdm/Xaccess and refer to xdm(1) for further information.

6.7. Desktop Environments

Contributed by Valentino Vaschetto.

This section describes how to install three popular desktop environments on a FreeBSD system. A desktop environment can range from a simple window manager to a complete suite of desktop applications. Over a hundred desktop environments are available in the x11-wm category of the Ports Collection.

6.7.1. GNOME

GNOME is a user-friendly desktop environment. It includes a panel for starting applications and displaying status, a desktop, a set of tools and applications, and a set of conventions that make it easy for applications to cooperate and be consistent with each other. More information regarding GNOME on FreeBSD can be found at http://www.FreeBSD.org/gnome. That web site contains additional documentation about installing, configuring, and managing GNOME on FreeBSD.

This desktop environment can be installed from a package:

# pkg install gnome2

To instead build GNOME from ports, use the following command. GNOME is a large application and will take some time to compile, even on a fast computer.

# cd /usr/ports/x11/gnome2
# make install clean

For proper operation, GNOME requires the /proc file system to be mounted. Add this line to /etc/fstab to mount this file system automatically during system startup:

proc           /proc       procfs  rw  0   0

Once GNOME is installed, configure Xorg to start GNOME. The easiest way to do this is to enable the GNOME Display Manager, GDM, which is installed as part of the GNOME package or port. It can be enabled by adding this line to /etc/rc.conf:

gdm_enable="YES"

It is often desirable to also start all GNOME services. To achieve this, add a second line to /etc/rc.conf:

gnome_enable="YES"

GDM will now start automatically when the system boots.

A second method for starting GNOME is to type startx from the command-line after configuring ~/.xinitrc. If this file already exists, replace the line that starts the current window manager with one that starts /usr/local/bin/gnome-session. If this file does not exist, create it with this command:

% echo "exec /usr/local/bin/gnome-session" > ~/.xinitrc

A third method is to use XDM as the display manager. In this case, create an executable ~/.xsession:

% echo "#!/bin/sh" > ~/.xsession
% echo "exec /usr/local/bin/gnome-session" >> ~/.xsession
% chmod +x ~/.xsession

6.7.2. KDE

KDE is another easy-to-use desktop environment. This desktop provides a suite of applications with a consistent look and feel, a standardized menu and toolbars, keybindings, color-schemes, internationalization, and a centralized, dialog-driven desktop configuration. More information on KDE can be found at http://www.kde.org/. For FreeBSD-specific information, consult http://freebsd.kde.org.

To install the KDE package, type:

# pkg install x11/kde4

To instead build the KDE port, use the following command. Installing the port will provide a menu for selecting which components to install. KDE is a large application and will take some time to compile, even on a fast computer.

# cd /usr/ports/x11/kde4
# make install clean

KDE requires the /proc file system to be mounted. Add this line to /etc/fstab to mount this file system automatically during system startup:

proc           /proc       procfs  rw  0   0

The installation of KDE includes the KDE Display Manager, KDM. To enable this display manager, add this line to /etc/rc.conf:

kdm4_enable="YES"

A second method for launching KDE is to type startx from the command line. For this to work, the following line is needed in ~/.xinitrc:

exec /usr/local/kde4/bin/startkde

A third method for starting KDE is through XDM. To do so, create an executable ~/.xsession as follows:

% echo "#!/bin/sh" > ~/.xsession
% echo "exec /usr/local/kde4/bin/startkde" >> ~/.xsession
% chmod +x ~/.xsession

Once KDE is started, refer to its built-in help system for more information on how to use its various menus and applications.

6.7.3. Xfce

Xfce is a desktop environment based on the GTK+ toolkit used by GNOME. However, it is more lightweight and provides a simple, efficient, easy-to-use desktop. It is fully configurable, has a main panel with menus, applets, and application launchers, provides a file manager and sound manager, and is themeable. Since it is fast, light, and efficient, it is ideal for older or slower machines with memory limitations. More information on Xfce can be found at http://www.xfce.org.

To install the Xfce package:

# pkg install xfce

Alternatively, to build the port:

# cd /usr/ports/x11-wm/xfce4
# make install clean

Unlike GNOME or KDE, Xfce does not provide its own login manager. In order to start Xfce from the command line by typing startx, first add its entry to ~/.xinitrc:

% echo "exec /usr/local/bin/startxfce4" > ~/.xinitrc

An alternate method is to use XDM. To configure this method, create an executable ~/.xsession:

% echo "#!/bin/sh" > ~/.xsession
% echo "exec /usr/local/bin/startxfce4" >> ~/.xsession
% chmod +x ~/.xsession

6.8. Troubleshooting

If the mouse does not work, you will need to first configure it before proceeding. See Section 3.10.9, “Mouse Settings” in the FreeBSD install chapter. In recent Xorg versions, the InputDevice sections in xorg.conf are ignored in favor of the autodetected devices. To restore the old behavior, add the following line to the ServerLayout or ServerFlags section of this file:

Option "AutoAddDevices" "false"

Input devices may then be configured as in previous versions, along with any other options needed (e.g., keyboard layout switching).

Note:

As previously explained the hald daemon will, by default, automatically detect your keyboard. There are chances that your keyboard layout or model will not be correct, desktop environments like GNOME, KDE or Xfce provide tools to configure the keyboard. However, it is possible to set the keyboard properties directly either with the help of the setxkbmap(1) utility or with a hald's configuration rule.

For example if, one wants to use a PC 102 keys keyboard coming with a french layout, we have to create a keyboard configuration file for hald called x11-input.fdi and saved in the /usr/local/etc/hal/fdi/policy directory. This file should contain the following lines:

<?xml version="1.0" encoding="iso-8859-1"?>
<deviceinfo version="0.2">
  <device>
    <match key="info.capabilities" contains="input.keyboard">
	  <merge key="input.x11_options.XkbModel" type="string">pc102</merge>
	  <merge key="input.x11_options.XkbLayout" type="string">fr</merge>
    </match>
  </device>
</deviceinfo>

If this file already exists, just copy and add to your file the lines regarding the keyboard configuration.

You will have to reboot your machine to force hald to read this file.

It is possible to do the same configuration from an X terminal or a script with this command line:

% setxkbmap -model pc102 -layout fr

The /usr/local/share/X11/xkb/rules/base.lst file lists the various keyboard, layouts and options available.

The xorg.conf.new configuration file may now be tuned to taste. Open the file in a text editor such as emacs(1) or ee(1). If the monitor is an older or unusual model that does not support autodetection of sync frequencies, those settings can be added to xorg.conf.new under the "Monitor" section:

Section "Monitor"
	Identifier   "Monitor0"
	VendorName   "Monitor Vendor"
	ModelName    "Monitor Model"
	HorizSync    30-107
	VertRefresh  48-120
EndSection

Most monitors support sync frequency autodetection, making manual entry of these values unnecessary. For the few monitors that do not support autodetection, avoid potential damage by only entering values provided by the manufacturer.

X allows DPMS (Energy Star) features to be used with capable monitors. The xset(1) program controls the time-outs and can force standby, suspend, or off modes. If you wish to enable DPMS features for your monitor, you must add the following line to the monitor section:

Option       "DPMS"

While the xorg.conf.new configuration file is still open in an editor, select the default resolution and color depth desired. This is defined in the "Screen" section:

Section "Screen"
	Identifier "Screen0"
	Device     "Card0"
	Monitor    "Monitor0"
	DefaultDepth 24
	SubSection "Display"
		Viewport  0 0
		Depth     24
		Modes     "1024x768"
	EndSubSection
EndSection

The DefaultDepth keyword describes the color depth to run at by default. This can be overridden with the -depth command line switch to Xorg(1). The Modes keyword describes the resolution to run at for the given color depth. Note that only VESA standard modes are supported as defined by the target system's graphics hardware. In the example above, the default color depth is twenty-four bits per pixel. At this color depth, the accepted resolution is 1024 by 768 pixels.

Finally, write the configuration file and test it using the test mode given above.

Note:

One of the tools available to assist you during troubleshooting process are the Xorg log files, which contain information on each device that the Xorg server attaches to. Xorg log file names are in the format of /var/log/Xorg.0.log. The exact name of the log can vary from Xorg.0.log to Xorg.8.log and so forth.

If all is well, the configuration file needs to be installed in a common location where Xorg(1) can find it. This is typically /etc/X11/xorg.conf or /usr/local/etc/X11/xorg.conf.

# cp xorg.conf.new /etc/X11/xorg.conf

The Xorg configuration process is now complete. Xorg may be now started with the startx(1) utility. The Xorg server may also be started with the use of xdm(1).

6.8.1. Configuration with Intel® i810 Graphics Chipsets

Configuration with Intel® i810 integrated chipsets requires the agpgart AGP programming interface for Xorg to drive the card. See the agp(4) driver manual page for more information.

This will allow configuration of the hardware as any other graphics board. Note on systems without the agp(4) driver compiled in the kernel, trying to load the module with kldload(8) will not work. This driver has to be in the kernel at boot time through being compiled in or using /boot/loader.conf.

6.8.2. Adding a Widescreen Flatpanel to the Mix

This section assumes a bit of advanced configuration knowledge. If attempts to use the standard configuration tools above have not resulted in a working configuration, there is information enough in the log files to be of use in getting the setup working. Use of a text editor will be necessary.

Current widescreen (WSXGA, WSXGA+, WUXGA, WXGA, WXGA+, et.al.) formats support 16:10 and 10:9 formats or aspect ratios that can be problematic. Examples of some common screen resolutions for 16:10 aspect ratios are:

  • 2560x1600

  • 1920x1200

  • 1680x1050

  • 1440x900

  • 1280x800

At some point, it will be as easy as adding one of these resolutions as a possible Mode in the Section "Screen" as such:

Section "Screen"
Identifier "Screen0"
Device     "Card0"
Monitor    "Monitor0"
DefaultDepth 24
SubSection "Display"
	Viewport  0 0
	Depth     24
	Modes     "1680x1050"
EndSubSection
EndSection

Xorg is smart enough to pull the resolution information from the widescreen via I2C/DDC information so it knows what the monitor can handle as far as frequencies and resolutions.

If those ModeLines do not exist in the drivers, one might need to give Xorg a little hint. Using /var/log/Xorg.0.log one can extract enough information to manually create a ModeLine that will work. Simply look for information resembling this:

(II) MGA(0): Supported additional Video Mode:
(II) MGA(0): clock: 146.2 MHz   Image Size:  433 x 271 mm
(II) MGA(0): h_active: 1680  h_sync: 1784  h_sync_end 1960 h_blank_end 2240 h_border: 0
(II) MGA(0): v_active: 1050  v_sync: 1053  v_sync_end 1059 v_blanking: 1089 v_border: 0
(II) MGA(0): Ranges: V min: 48  V max: 85 Hz, H min: 30  H max: 94 kHz, PixClock max 170 MHz

This information is called EDID information. Creating a ModeLine from this is just a matter of putting the numbers in the correct order:

ModeLine <name> <clock> <4 horiz. timings> <4 vert. timings>

So that the ModeLine in Section "Monitor" for this example would look like this:

Section "Monitor"
Identifier      "Monitor1"
VendorName      "Bigname"
ModelName       "BestModel"
ModeLine        "1680x1050" 146.2 1680 1784 1960 2240 1050 1053 1059 1089
Option          "DPMS"
EndSection

Now having completed these simple editing steps, X should start on your new widescreen monitor.

Part II. Common Tasks

Now that the basics have been covered, this part of the FreeBSD Handbook will discuss some frequently used features of FreeBSD. These chapters:

  • Introduce you to popular and useful desktop applications: browsers, productivity tools, document viewers, etc.

  • Introduce you to a number of multimedia tools available for FreeBSD.

  • Explain the process of building a customized FreeBSD kernel, to enable extra functionality on your system.

  • Describe the print system in detail, both for desktop and network-connected printer setups.

  • Show you how to run Linux applications on your FreeBSD system.

Some of these chapters recommend that you do some prior reading, and this is noted in the synopsis at the beginning of each chapter.

Chapter 7. Desktop Applications

7.1. Synopsis

While FreeBSD is popular as a server for its performance and stability, it is also suited for day-to-day use as a desktop. With over 24,000 applications available as FreeBSD packages or ports, it is easy to build a customized desktop that runs a wide variety of desktop applications. This chapter demonstrates how to install some popular desktop applications using packages or the FreeBSD Ports Collection.

Note:

Users who prefer to install a pre-built desktop version of FreeBSD rather than configuring one from scratch should refer to the pcbsd.org website.

As FreeBSD features Linux® binary compatibility, many applications developed for Linux® can be installed on a FreeBSD desktop. Many of the ports using Linux® binary compatibility start with linux-. This chapter assumes that Linux® binary compatibility has been enabled before any Linux® applications are installed.

This chapter demonstrates how to install the following desktop applications:

Type of ApplicationApplication NamePackage NamePorts Name
BrowserFirefoxfirefoxwww/firefox
BrowserOperaoperawww/opera
BrowserKonquerorkde4-baseappsx11/kde4-baseapps
BrowserChromiumchromiumwww/chromium
ProductivityCalligracalligraeditors/calligra
ProductivityAbiWordabiwordeditors/abiword
ProductivityThe GIMPgimpgraphics/gimp
ProductivityApache OpenOfficeopenofficeeditors/openoffice-4
ProductivityLibreOfficelibreofficeeditors/libreoffice
Document ViewerAcrobat Reader®no package due to license restrictionprint/acroread9
Document Viewergvgvprint/gv
Document ViewerXpdfxpdfgraphics/xpdf
Document ViewerGQviewgqviewgraphics/gqview
FinanceGnuCashgnucashfinance/gnucash
FinanceGnumericgnumericmath/gnumeric
FinanceKMyMoneykmymoney-kde4finance/kmymoney-kde4

Before reading this chapter, you should know how to:

For information on how to configure a multimedia environment, refer to Chapter 8, Multimedia.

7.2. Browsers

FreeBSD does not come with a pre-installed web browser. Instead, the www category of the Ports Collection contains many browsers which can be installed as a package or compiled from the Ports Collection.

The KDE and GNOME desktop environments include their own HTML browser. Refer to Section 6.7, “Desktop Environments” for more information on how to set up these complete desktops.

Some light-weight browsers include www/dillo2, www/links, and www/w3m.

This section demonstrates how to install the following popular web browsers and indicates if the application is resource-heavy, takes time to compile from ports, or has any major dependencies.

Application NameResources NeededInstallation from PortsNotes
FirefoxmediumheavyFreeBSD, Linux®, and localized versions are available
OperalightlightFreeBSD and Linux® versions are available
KonquerormediumheavyRequires KDE libraries
ChromiummediumheavyRequires Gtk+

7.2.1. Firefox

Firefox is an open source browser that is fully ported to FreeBSD. It features a standards-compliant HTML display engine, tabbed browsing, popup blocking, extensions, improved security, and more. Firefox is based on the Mozilla codebase.

To install the package of the latest release version of Firefox, type:

# pkg install firefox

To instead install Firefox Extended Support Release (ESR) version, use:

# pkg install firefox-esr

Localized versions are available in www/firefox-i18n and www/firefox-esr-i18n.

The Ports Collection can instead be used to compile the desired version of Firefox from source code. This example builds www/firefox, where firefox can be replaced with the ESR or localized version to install.

# cd /usr/ports/www/firefox
# make install clean

7.2.1.1. Firefox and Java™ Plugin

The installation of Firefox does not include Java™ support. However, java/icedtea-web provides a free software web browser plugin for running Java applets. It can be installed as a package. To alternately compile the port:

# cd /usr/ports/java/icedtea-web
# make install clean

Keep the default configuration options when compiling the port.

Once installed, start firefox, enter about:plugins in the location bar and press Enter. A page listing the installed plugins will be displayed. The Java plugin should be listed.

If the browser is unable to find the plugin, each user will have to run the following command and relaunch the browser:

% ln -s /usr/local/lib/IcedTeaPlugin.so \
  $HOME/.mozilla/plugins/

7.2.1.2. Firefox and Adobe® Flash® Plugin

A native Adobe® Flash® plugin is not available for FreeBSD. However, a software wrapper for running the Linux® version of the plugin is available. This wrapper also provides support for other browser plugins such as RealPlayer®.

To install and enable this plugin, perform these steps:

  1. Install the www/nspluginwrapper port. Due to licensing restrictions, a package is not available. This port requires emulators/linux_base-f10 which is a large port.

  2. Install the www/linux-f10-flashplugin11 port. Due to licensing restrictions, a package is not available.

  3. # ln -s /usr/local/lib/npapi/linux-f10-flashplugin/libflashplayer.so \
      /usr/local/lib/browser_plugins/

    Create the /usr/local/lib/browser_plugins directory if it is not already present.

  4. Before the plugin is first used, each user must run:

    % nspluginwrapper -v -a -i

    When the plugin port has been updated and reinstalled, each user must run:

    % nspluginwrapper -v -a -u

    Start the browser, enter about:plugins in the location bar and press Enter. A list of all the currently available plugins will be shown.

7.2.1.3. Firefox and Swfdec Flash® Plugin

Swfdec is a decoder and renderer for Flash® animations. Swfdec-Mozilla is a plugin for Firefox browsers that uses the Swfdec library for playing SWF files.

To install the package:

# pkg install swfdec-plugin

If the package is not available, compile and install it from the Ports Collection:

# cd /usr/ports/www/swfdec-plugin
# make install clean

Restart the browser to activate this plugin.

7.2.2. Opera

Opera is a full-featured and standards-compliant browser which is still lightweight and fast. It comes with a built-in mail and news reader, an IRC client, an RSS/Atom feeds reader, and more. It is available as a native FreeBSD version and as a version that runs under Linux® emulation.

This command installs the package of the FreeBSD version of Opera. Replace opera with linux-opera to instead install the Linux® version.

# pkg install opera

Alternately, install either version through the Ports Collection. This example compiles the native version:

# cd /usr/ports/www/opera
# make install clean

To install the Linux® version, substitute linux-opera in place of opera.

To install Adobe® Flash® plugin support, first compile the www/linux-f10-flashplugin11 port, as a package is not available due to licensing restrictions. Then install either the www/opera-linuxplugins port or package. This example compiles both applications from ports:

# cd /usr/ports/www/linux-f10-flashplugin11
# make install clean
# cd /usr/ports/www/opera-linuxplugins
# make install clean

Once installed, check the presence of the plugin by starting the browser, entering opera:plugins in the location bar and pressing Enter. A list should appear with all the currently available plugins.

To add the Java plugin, follow the instructions in Section 7.2.1.1, “Firefox and Java™ Plugin”.

7.2.3. Konqueror

Konqueror is more than a web browser as it is also a file manager and a multimedia viewer. It is included in the x11/kde4-baseapps package or port.

Konqueror supports WebKit as well as its own KHTML. WebKit is a rendering engine used by many modern browsers including Chromium. To use WebKit with Konqueror on FreeBSD, install the www/kwebkitpart package or port. This example compiles the port:

# cd /usr/ports/www/kwebkitpart
# make install clean

To enable WebKit within Konqueror, click Settings, Configure Konqueror. In the General settings page, click the drop-down menu next to Default web browser engine and change KHTML to WebKit.

Konqueror also supports Flash®. A How To guide for getting Flash® support on Konqueror is available at http://freebsd.kde.org/howtos/konqueror-flash.php.

7.2.4. Chromium

Chromium is an open source browser project that aims to build a safer, faster, and more stable web browsing experience. Chromium features tabbed browsing, popup blocking, extensions, and much more. Chromium is the open source project upon which the Google Chrome web browser is based.

Chromium can be installed as a package by typing:

# pkg install chromium

Alternatively, Chromium can be compiled from source using the Ports Collection:

# cd /usr/ports/www/chromium
# make install clean

Note:

The executable for Chromium is /usr/local/bin/chrome, not /usr/local/bin/chromium.

7.2.4.1. Chromium and Java™ Plugin

The installation of Chromium does not include Java™ support. To install Java™ plugin support, follow the instructions in Section 7.2.1.1, “Firefox and Java™ Plugin”.

Once Java™ support is installed, start Chromium and enter about:plugins in the address bar. IcedTea-Web should be listed as one of the installed plugins.

If Chromium does not display the IcedTea-Web plugin, run the following commands and restart the web browser:

# mkdir -p /usr/local/share/chromium/plugins
# ln -s /usr/local/lib/IcedTeaPlugin.so \
  /usr/local/share/chromium/plugins/

7.2.4.2. Chromium and Adobe® Flash® Plugin

Configuring Chromium and Adobe® Flash® is similar to the instructions in Section 7.2.1.2, “Firefox and Adobe® Flash® Plugin”. No additional configuration should be necessary, since Chromium is able to use some plugins from other browsers.

7.3. Productivity

When it comes to productivity, new users often look for an office suite or an easy-to-use word processor. While some desktop environments like KDE provide an office suite, there is no default productivity package. Several office suites and graphical word processors are available for FreeBSD, regardless of the installed window manager.

This section demonstrates how to install the following popular productivity software and indicates if the application is resource-heavy, takes time to compile from ports, or has any major dependencies.

Application NameResources NeededInstallation from PortsMajor Dependencies
CalligralightheavyKDE
AbiWordlightlightGtk+ or GNOME
The GimplightheavyGtk+
Apache OpenOfficeheavyhugeJDK and Mozilla
LibreOfficesomewhat heavyhugeGtk+, or KDE/ GNOME, or JDK

7.3.1. Calligra

The KDE desktop environment includes an office suite which can be installed separately from KDE. Calligra includes standard components that can be found in other office suites. Words is the word processor, Sheets is the spreadsheet program, Stage manages slide presentations, and Karbon is used to draw graphical documents.

In FreeBSD, editors/calligra can be installed as a package or a port. To install the package:

# pkg install calligra

If the package is not available, use the Ports Collection instead:

# cd /usr/ports/editors/calligra
# make install clean

7.3.2. AbiWord

AbiWord is a free word processing program similar in look and feel to Microsoft® Word. It is fast, contains many features, and is user-friendly.

AbiWord can import or export many file formats, including some proprietary ones like Microsoft® .rtf.

To install the AbiWord package:

# pkg install abiword

If the package is not available, it can be compiled from the Ports Collection:

# cd /usr/ports/editors/abiword
# make install clean

7.3.3. The GIMP

For image authoring or picture retouching, The GIMP provides a sophisticated image manipulation program. It can be used as a simple paint program or as a quality photo retouching suite. It supports a large number of plugins and features a scripting interface. The GIMP can read and write a wide range of file formats and supports interfaces with scanners and tablets.

To install the package:

# pkg install gimp

Alternately, use the Ports Collection:

# cd /usr/ports/graphics/gimp
# make install clean

The graphics category (freebsd.org/ports/graphics.html) of the Ports Collection contains several GIMP-related plugins, help files, and user manuals.

7.3.4. Apache OpenOffice

Apache OpenOffice is an open source office suite which is developed under the wing of the Apache Software Foundation's Incubator. It includes all of the applications found in a complete office productivity suite: a word processor, spreadsheet, presentation manager, and drawing program. Its user interface is similar to other office suites, and it can import and export in various popular file formats. It is available in a number of different languages and internationalization has been extended to interfaces, spell checkers, and dictionaries.

The word processor of Apache OpenOffice uses a native XML file format for increased portability and flexibility. The spreadsheet program features a macro language which can be interfaced with external databases. Apache OpenOffice is stable and runs natively on Windows®, Solaris™, Linux®, FreeBSD, and Mac OS® X. More information about Apache OpenOffice can be found at openoffice.org. For FreeBSD specific information refer to porting.openoffice.org/freebsd/.

To install the Apache OpenOffice package:

# pkg install apache-openoffice

Once the package is installed, type the following command to launch Apache OpenOffice:

% openoffice-X.Y.Z

where X.Y.Z is the version number of the installed version of Apache OpenOffice. The first time Apache OpenOffice launches, some questions will be asked and a .openoffice.org folder will be created in the user's home directory.

If the desired Apache OpenOffice package is not available, compiling the port is still an option. However, this requires a lot of disk space and a fairly long time to compile:

# cd /usr/ports/editors/openoffice-4
# make install clean

Note:

To build a localized version, replace the previous command with:

# make LOCALIZED_LANG=your_language install clean

Replace your_language with the correct language ISO-code. A list of supported language codes is available in files/Makefile.localized, located in the port's directory.

7.3.5. LibreOffice

LibreOffice is a free software office suite developed by documentfoundation.org. It is compatible with other major office suites and available on a variety of platforms. It is a rebranded fork of OpenOffice.org and includes applications found in a complete office productivity suite: a word processor, spreadsheet, presentation manager, drawing program, database management program, and a tool for creating and editing mathematical formulæ. It is available in a number of different languages and internationalization has been extended to interfaces, spell checkers, and dictionaries.

The word processor of LibreOffice uses a native XML file format for increased portability and flexibility. The spreadsheet program features a macro language which can be interfaced with external databases. LibreOffice is stable and runs natively on Windows®, Linux®, FreeBSD, and Mac OS® X. More information about LibreOffice can be found at libreoffice.org.

To install the English version of the LibreOffice package:

# pkg install libreoffice

The editors category (freebsd.org/ports/editors.html) of the Ports Collection contains several localizations for LibreOffice. When installing a localized package, replace libreoffice with the name of the localized package.

Once the package is installed, type the following command to run LibreOffice:

% libreoffice

During the first launch, some questions will be asked and a .libreoffice folder will be created in the user's home directory.

If the desired LibreOffice package is not available, compiling the port is still an option. However, this requires a lot of disk space and a fairly long time to compile. This example compiles the English version:

# cd /usr/ports/editors/libreoffice
# make install clean

Note:

To build a localized version, cd into the port directory of the desired language. Supported languages can be found in the editors category (freebsd.org/ports/editors.html) of the Ports Collection.

7.4. Document Viewers

Some new document formats have gained popularity since the advent of UNIX® and the viewers they require may not be available in the base system. This section demonstrates how to install the following document viewers:

Application NameResources NeededInstallation from PortsMajor Dependencies
Acrobat Reader®lightlightLinux® binary compatibility
gvlightlightXaw3d
XpdflightlightFreeType
GQviewlightlightGtk+ or GNOME

7.4.1. Acrobat Reader®

Many documents are now distributed as Portable Document Format (PDF) files. One popular PDF viewer is Acrobat Reader®, released by Adobe® for Linux®. As FreeBSD can run Linux® binaries, it is also available for FreeBSD. Due to licensing restrictions, a package is not available, meaning that this application must be compiled from ports. Several localizations are available from the print category (freebsd.org/ports/print.html) of the Ports Collection.

This command installs the English version of Acrobat Reader® 9 from the Ports Collection. To instead install a localized version, cd into the desired port's directory.

# cd /usr/ports/print/acroread9
# make install clean

7.4.2. gv

gv is a PostScript® and PDF viewer. It is based on ghostview, but has a nicer look as it is based on the Xaw3d widget toolkit. gv has many configurable features, such as orientation, paper size, scale, and anti-aliasing. Almost any operation can be performed with either the keyboard or the mouse.

To install gv as a package:

# pkg install gv

If a package is unavailable, use the Ports Collection:

# cd /usr/ports/print/gv
# make install clean

7.4.3. Xpdf

For users that prefer a small FreeBSD PDF viewer, Xpdf provides a light-weight and efficient viewer which requires few resources. It uses the standard X fonts and does not require any additional toolkits.

To install the Xpdf package:

# pkg install xpdf

If the package is not available, use the Ports Collection:

# cd /usr/ports/graphics/xpdf
# make install clean

Once the installation is complete, launch xpdf and use the right mouse button to activate the menu.

7.4.4. GQview

GQview is an image manager which supports viewing a file with a single click, launching an external editor, and thumbnail previews. It also features a slideshow mode and some basic file operations, making it easy to manage image collections and to find duplicate files. GQview supports full screen viewing and internationalization.

To install the GQview package:

# pkg install gqview

If the package is not available, use the Ports Collection:

# cd /usr/ports/graphics/gqview
# make install clean

7.5. Finance

For managing personal finances on a FreeBSD desktop, some powerful and easy-to-use applications can be installed. Some are compatible with widespread file formats, such as the formats used by Quicken and Excel.

This section covers these programs:

Application NameResources NeededInstallation from PortsMajor Dependencies
GnuCashlightheavyGNOME
GnumericlightheavyGNOME
KMyMoneylightheavyKDE

7.5.1. GnuCash

GnuCash is part of the GNOME effort to provide user-friendly, yet powerful, applications to end-users. GnuCash can be used to keep track of income and expenses, bank accounts, and stocks. It features an intuitive interface while remaining professional.

GnuCash provides a smart register, a hierarchical system of accounts, and many keyboard accelerators and auto-completion methods. It can split a single transaction into several more detailed pieces. GnuCash can import and merge Quicken QIF files. It also handles most international date and currency formats.

To install the GnuCash package:

# pkg install gnucash

If the package is not available, use the Ports Collection:

# cd /usr/ports/finance/gnucash
# make install clean

7.5.2. Gnumeric

Gnumeric is a spreadsheet program developed by the GNOME community. It features convenient automatic guessing of user input according to the cell format with an autofill system for many sequences. It can import files in a number of popular formats, including Excel, Lotus 1-2-3, and Quattro Pro. It has a large number of built-in functions and allows all of the usual cell formats such as number, currency, date, time, and much more.

To install Gnumeric as a package:

# pkg install gnumeric

If the package is not available, use the Ports Collection:

# cd /usr/ports/math/gnumeric
# make install clean

7.5.3. KMyMoney

KMyMoney is a personal finance application created by the KDE community. KMyMoney aims to provide the important features found in commercial personal finance manager applications. It also highlights ease-of-use and proper double-entry accounting among its features. KMyMoney imports from standard Quicken QIF files, tracks investments, handles multiple currencies, and provides a wealth of reports.

To install KMyMoney as a package:

# pkg install kmymoney-kde4

If the package is not available, use the Ports Collection:

# cd /usr/ports/finance/kmymoney-kde4
# make install clean

Chapter 8. Multimedia

Edited by Ross Lippert.

8.1. Synopsis

FreeBSD supports a wide variety of sound cards, allowing users to enjoy high fidelity output from a FreeBSD system. This includes the ability to record and playback audio in the MPEG Audio Layer 3 (MP3), Waveform Audio File (WAV), Ogg Vorbis, and other formats. The FreeBSD Ports Collection contains many applications for editing recorded audio, adding sound effects, and controlling attached MIDI devices.

FreeBSD also supports the playback of video files and DVDs. The FreeBSD Ports Collection contains applications to encode, convert, and playback various video media.

This chapter describes how to configure sound cards, video playback, TV tuner cards, and scanners on FreeBSD. It also describes some of the applications which are available for using these devices.

After reading this chapter, you will know how to:

  • Configure a sound card on FreeBSD.

  • Troubleshoot the sound setup.

  • Playback and encode MP3s and other audio.

  • Prepare a FreeBSD system for video playback.

  • Play DVDs, .mpg, and .avi files.

  • Rip CD and DVD content into files.

  • Configure a TV card.

  • Install and setup MythTV on FreeBSD

  • Configure an image scanner.

Before reading this chapter, you should:

8.2. Setting Up the Sound Card

Contributed by Moses Moore.
Enhanced by Marc Fonvieille.

Before beginning the configuration, determine the model of the sound card and the chip it uses. FreeBSD supports a wide variety of sound cards. Check the supported audio devices list of the Hardware Notes to see if the card is supported and which FreeBSD driver it uses.

In order to use the sound device, its device driver must be loaded. The easiest way is to load a kernel module for the sound card with kldload(8). This example loads the driver for a built-in audio chipset based on the Intel specification:

# kldload snd_hda

To automate the loading of this driver at boot time, add the driver to /boot/loader.conf. The line for this driver is:

snd_hda_load="YES"

Other available sound modules are listed in /boot/defaults/loader.conf. When unsure which driver to use, load the snd_driver module:

# kldload snd_driver

This is a metadriver which loads all of the most common sound drivers and can be used to speed up the search for the correct driver. It is also possible to load all sound drivers by adding the metadriver to /boot/loader.conf.

To determine which driver was selected for the sound card after loading the snd_driver metadriver, type cat /dev/sndstat.

8.2.1. Configuring a Custom Kernel with Sound Support

This section is for users who prefer to statically compile in support for the sound card in a custom kernel. For more information about recompiling a kernel, refer to Chapter 9, Configuring the FreeBSD Kernel.

When using a custom kernel to provide sound support, make sure that the audio framework driver exists in the custom kernel configuration file:

device sound

Next, add support for the sound card. To continue the example of the built-in audio chipset based on the Intel specification from the previous section, use the following line in the custom kernel configuration file:

device snd_hda

Be sure to read the manual page of the driver for the device name to use for the driver.

Non-PnP ISA sound cards may require the IRQ and I/O port settings of the card to be added to /boot/device.hints. During the boot process, loader(8) reads this file and passes the settings to the kernel. For example, an old Creative SoundBlaster® 16 ISA non-PnP card will use the snd_sbc(4) driver in conjunction with snd_sb16. For this card, the following lines must be added to the kernel configuration file:

device snd_sbc
device snd_sb16

If the card uses the 0x220 I/O port and IRQ 5, these lines must also be added to /boot/device.hints:

hint.sbc.0.at="isa"
hint.sbc.0.port="0x220"
hint.sbc.0.irq="5"
hint.sbc.0.drq="1"
hint.sbc.0.flags="0x15"

In this case, the card uses the 0x220 I/O port and the IRQ 5.

The syntax used in /boot/device.hints is described in sound(4) and the manual page for the driver of the sound card.

The settings shown above are the defaults. In some cases, the IRQ or other settings may need to be changed to match the card. Refer to snd_sbc(4) for more information about this card.

8.2.2. Testing Sound

After loading the required module or rebooting into the custom kernel, the sound card should be detected. To confirm, run dmesg | grep pcm. This example is from a system with a built-in Conexant CX20590 chipset:

pcm0: <NVIDIA (0x001c) (HDMI/DP 8ch)> at nid 5 on hdaa0
pcm1: <NVIDIA (0x001c) (HDMI/DP 8ch)> at nid 6 on hdaa0
pcm2: <Conexant CX20590 (Analog 2.0+HP/2.0)> at nid 31,25 and 35,27 on hdaa1

The status of the sound card may also be checked using this command:

# cat /dev/sndstat
FreeBSD Audio Driver (newpcm: 64bit 2009061500/amd64)
Installed devices:
pcm0: <NVIDIA (0x001c) (HDMI/DP 8ch)> (play)
pcm1: <NVIDIA (0x001c) (HDMI/DP 8ch)> (play)
pcm2: <Conexant CX20590 (Analog 2.0+HP/2.0)> (play/rec) default

The output will vary depending upon the sound card. If no pcm devices are listed, double-check that the correct device driver was loaded or compiled into the kernel. The next section lists some common problems and their solutions.

If all goes well, the sound card should now work in os;. If the CD or DVD drive is properly connected to the sound card, one can insert an audio CD in the drive and play it with cdcontrol(1):

% cdcontrol -f /dev/acd0 play 1

Warning:

Audio CDs have specialized encodings which means that they should not be mounted using mount(8).

Various applications, such as audio/workman, provide a friendlier interface. The audio/mpg123 port can be installed to listen to MP3 audio files.

Another quick way to test the card is to send data to /dev/dsp:

% cat filename > /dev/dsp

where filename can be any type of file. This command should produce some noise, confirming that the sound card is working.

Note:

The /dev/dsp* device nodes will be created automatically as needed. When not in use, they do not exist and will not appear in the output of ls(1).

8.2.3. Troubleshooting Sound

Table 8.1 lists some common error messages and their solutions:

Table 8.1. Common Error Messages
ErrorSolution
sb_dspwr(XX) timed out

The I/O port is not set correctly.

bad irq XX

The IRQ is set incorrectly. Make sure that the set IRQ and the sound IRQ are the same.

xxx: gus pcm not attached, out of memory

There is not enough available memory to use the device.

xxx: can't open /dev/dsp!

Type fstat | grep dsp to check if another application is holding the device open. Noteworthy troublemakers are esound and KDE's sound support.


Modern graphics cards often come with their own sound driver for use with HDMI. This sound device is sometimes enumerated before the sound card meaning that the sound card will not be used as the default playback device. To check if this is the case, run dmesg and look for pcm. The output looks something like this:

...
hdac0: HDA Driver Revision: 20100226_0142
hdac1: HDA Driver Revision: 20100226_0142
hdac0: HDA Codec #0: NVidia (Unknown)
hdac0: HDA Codec #1: NVidia (Unknown)
hdac0: HDA Codec #2: NVidia (Unknown)
hdac0: HDA Codec #3: NVidia (Unknown)
pcm0: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 0 nid 1 on hdac0
pcm1: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 1 nid 1 on hdac0
pcm2: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 2 nid 1 on hdac0
pcm3: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 3 nid 1 on hdac0
hdac1: HDA Codec #2: Realtek ALC889
pcm4: <HDA Realtek ALC889 PCM #0 Analog> at cad 2 nid 1 on hdac1
pcm5: <HDA Realtek ALC889 PCM #1 Analog> at cad 2 nid 1 on hdac1
pcm6: <HDA Realtek ALC889 PCM #2 Digital> at cad 2 nid 1 on hdac1
pcm7: <HDA Realtek ALC889 PCM #3 Digital> at cad 2 nid 1 on hdac1
...

In this example, the graphics card (NVidia) has been enumerated before the sound card (Realtek ALC889). To use the sound card as the default playback device, change hw.snd.default_unit to the unit that should be used for playback:

# sysctl hw.snd.default_unit=n

where n is the number of the sound device to use. In this example, it should be 4. Make this change permanent by adding the following line to /etc/sysctl.conf:

hw.snd.default_unit=4

8.2.4. Utilizing Multiple Sound Sources

Contributed by Munish Chopra.

It is often desirable to have multiple sources of sound that are able to play simultaneously. FreeBSD uses Virtual Sound Channels to multiplex the sound card's playback by mixing sound in the kernel.

Three sysctl(8) knobs are available for configuring virtual channels:

# sysctl dev.pcm.0.play.vchans=4
# sysctl dev.pcm.0.rec.vchans=4
# sysctl hw.snd.maxautovchans=4

This example allocates four virtual channels, which is a practical number for everyday use. Both dev.pcm.0.play.vchans=4 and dev.pcm.0.rec.vchans=4 are configurable after a device has been attached and represent the number of virtual channels pcm0 has for playback and recording. Since the pcm module can be loaded independently of the hardware drivers, hw.snd.maxautovchans indicates how many virtual channels will be given to an audio device when it is attached. Refer to pcm(4) for more information.

Note:

The number of virtual channels for a device cannot be changed while it is in use. First, close any programs using the device, such as music players or sound daemons.

The correct pcm device will automatically be allocated transparently to a program that requests /dev/dsp0.

8.2.5. Setting Default Values for Mixer Channels

Contributed by Josef El-Rayes.

The default values for the different mixer channels are hardcoded in the source code of the pcm(4) driver. While sound card mixer levels can be changed using mixer(8) or third-party applications and daemons, this is not a permanent solution. To instead set default mixer values at the driver level, define the appropriate values in /boot/device.hints, as seen in this example:

hint.pcm.0.vol="50"

This will set the volume channel to a default value of 50 when the pcm(4) module is loaded.

8.3. MP3 Audio

Contributed by Chern Lee.

This section describes some MP3 players available for FreeBSD, how to rip audio CD tracks, and how to encode and decode MP3s.

8.3.1. MP3 Players

A popular graphical MP3 player is XMMS. It supports Winamp skins and additional plugins. The interface is intuitive, with a playlist, graphic equalizer, and more. Those familiar with Winamp will find XMMS simple to use. On FreeBSD, XMMS can be installed from the multimedia/xmms port or package.

The audio/mpg123 package or port provides an alternative, command-line MP3 player. Once installed, specify the MP3 file to play on the command line. If the system has multiple audio devices, the sound device can also be specifed:

# mpg123 -a /dev/dsp1.0 Foobar-GreatestHits.mp3
High Performance MPEG 1.0/2.0/2.5 Audio Player for Layers 1, 2 and 3
        version 1.18.1; written and copyright by Michael Hipp and others
        free software (LGPL) without any warranty but with best wishes

Playing MPEG stream from Foobar-GreatestHits.mp3 ...
MPEG 1.0 layer III, 128 kbit/s, 44100 Hz joint-stereo

Additional MP3 players are available in the FreeBSD Ports Collection.

8.3.2. Ripping CD Audio Tracks

Before encoding a CD or CD track to MP3, the audio data on the CD must be ripped to the hard drive. This is done by copying the raw CD Digital Audio (CDDA) data to WAV files.

The cdda2wav tool, which is installed with the sysutils/cdrtools suite, can be used to rip audio information from CDs.

With the audio CD in the drive, the following command can be issued as root to rip an entire CD into individual, per track, WAV files:

# cdda2wav -D 0,1,0 -B

In this example, the -D 0,1,0 indicates the SCSI device 0,1,0 containing the CD to rip. Use cdrecord -scanbus to determine the correct device parameters for the system.

To rip individual tracks, use -t to specify the track:

# cdda2wav -D 0,1,0 -t 7

To rip a range of tracks, such as track one to seven, specify a range:

# cdda2wav -D 0,1,0 -t 1+7

To rip from an ATAPI (IDE) CDROM drive, specify the device name in place of the SCSI unit numbers. For example, to rip track 7 from an IDE drive:

# cdda2wav -D /dev/acd0 -t 7

Alternately, dd can be used to extract audio tracks on ATAPI drives, as described in Section 18.5.5, “Duplicating Audio CDs”.

8.3.3. Encoding and Decoding MP3s

Lame is a popular MP3 encoder which can be installed from the audio/lame port. Due to patent issues, a package is not available.

The following command will convert the ripped WAV file audio01.wav to audio01.mp3:

# lame -h -b 128 --tt "Foo Song Title" --ta "FooBar Artist" --tl "FooBar Album" \
--ty "2014" --tc "Ripped and encoded by Foo" --tg "Genre" audio01.wav audio01.mp3

The specified 128 kbits is a standard MP3 bitrate while the 160 and 192 bitrates provide higher quality. The higher the bitrate, the larger the size of the resulting MP3. The -h turns on the higher quality but a little slower mode. The options beginning with --t indicate ID3 tags, which usually contain song information, to be embedded within the MP3 file. Additional encoding options can be found in the lame manual page.

In order to burn an audio CD from MP3s, they must first be converted to a non-compressed file format. XMMS can be used to convert to the WAV format, while mpg123 can be used to convert to the raw Pulse-Code Modulation (PCM) audio data format.

To convert audio01.mp3 using mpg123, specify the name of the PCM file:

# mpg123 -s audio01.mp3 > audio01.pcm

To use XMMS to convert a MP3 to WAV format, use these steps:

Procedure 8.1. Converting to WAV Format in XMMS
  1. Launch XMMS.

  2. Right-click the window to bring up the XMMS menu.

  3. Select Preferences under Options.

  4. Change the Output Plugin to Disk Writer Plugin.

  5. Press Configure.

  6. Enter or browse to a directory to write the uncompressed files to.

  7. Load the MP3 file into XMMS as usual, with volume at 100% and EQ settings turned off.

  8. Press Play. The XMMS will appear as if it is playing the MP3, but no music will be heard. It is actually playing the MP3 to a file.

  9. When finished, be sure to set the default Output Plugin back to what it was before in order to listen to MP3s again.

Both the WAV and PCM formats can be used with cdrecord. When using WAV files, there will be a small tick sound at the beginning of each track. This sound is the header of the WAV file. The audio/sox port or package can be used to remove the header:

% sox -t wav -r 44100 -s -w -c 2 track.wav track.raw

Refer to Section 18.5, “Creating and Using CD Media” for more information on using a CD burner in FreeBSD.

8.4. Video Playback

Contributed by Ross Lippert.

Before configuring video playback, determine the model and chipset of the video card. While Xorg supports a wide variety of video cards, not all provide good playback performance. To obtain a list of extensions supported by the Xorg server using the card, run xdpyinfo while Xorg is running.

It is a good idea to have a short MPEG test file for evaluating various players and options. Since some DVD applications look for DVD media in /dev/dvd by default, or have this device name hardcoded in them, it might be useful to make a symbolic link to the proper device:

# ln -sf /dev/cd0 /dev/dvd

Due to the nature of devfs(5), manually created links will not persist after a system reboot. In order to recreate the symbolic link automatically when the system boots, add the following line to /etc/devfs.conf:

link cd0 dvd

DVD decryption invokes certain functions that require write permission to the DVD device.

To enhance the shared memory Xorg interface, it is recommended to increase the values of these sysctl(8) variables:

kern.ipc.shmmax=67108864
kern.ipc.shmall=32768

8.4.1. Determining Video Capabilities

There are several possible ways to display video under Xorg and what works is largely hardware dependent. Each method described below will have varying quality across different hardware.

Common video interfaces include:

  1. Xorg: normal output using shared memory.

  2. XVideo: an extension to the Xorg interface which allows video to be directly displayed in drawable objects through a special acceleration. This extension provides good quality playback even on low-end machines. The next section describes how to determine if this extension is running.

  3. SDL: the Simple Directmedia Layer is a porting layer for many operating systems, allowing cross-platform applications to be developed which make efficient use of sound and graphics. SDL provides a low-level abstraction to the hardware which can sometimes be more efficient than the Xorg interface. On FreeBSD, SDL can be installed using the devel/sdl20 package or port.

  4. DGA: the Direct Graphics Access is an Xorg extension which allows a program to bypass the Xorg server and directly alter the framebuffer. Because it relies on a low level memory mapping, programs using it must be run as root. The DGA extension can be tested and benchmarked using dga(1). When dga is running, it changes the colors of the display whenever a key is pressed. To quit, press q.

  5. SVGAlib: a low level console graphics layer.

8.4.1.1. XVideo

To check whether this extension is running, use xvinfo:

% xvinfo

XVideo is supported for the card if the result is similar to:

X-Video Extension version 2.2
  screen #0
  Adaptor #0: "Savage Streams Engine"
    number of ports: 1
    port base: 43
    operations supported: PutImage
    supported visuals:
      depth 16, visualID 0x22
      depth 16, visualID 0x23
    number of attributes: 5
      "XV_COLORKEY" (range 0 to 16777215)
              client settable attribute
              client gettable attribute (current value is 2110)
      "XV_BRIGHTNESS" (range -128 to 127)
              client settable attribute
              client gettable attribute (current value is 0)
      "XV_CONTRAST" (range 0 to 255)
              client settable attribute
              client gettable attribute (current value is 128)
      "XV_SATURATION" (range 0 to 255)
              client settable attribute
              client gettable attribute (current value is 128)
      "XV_HUE" (range -180 to 180)
              client settable attribute
              client gettable attribute (current value is 0)
    maximum XvImage size: 1024 x 1024
    Number of image formats: 7
      id: 0x32595559 (YUY2)
        guid: 59555932-0000-0010-8000-00aa00389b71
        bits per pixel: 16
        number of planes: 1
        type: YUV (packed)
      id: 0x32315659 (YV12)
        guid: 59563132-0000-0010-8000-00aa00389b71
        bits per pixel: 12
        number of planes: 3
        type: YUV (planar)
      id: 0x30323449 (I420)
        guid: 49343230-0000-0010-8000-00aa00389b71
        bits per pixel: 12
        number of planes: 3
        type: YUV (planar)
      id: 0x36315652 (RV16)
        guid: 52563135-0000-0000-0000-000000000000
        bits per pixel: 16
        number of planes: 1
        type: RGB (packed)
        depth: 0
        red, green, blue masks: 0x1f, 0x3e0, 0x7c00
      id: 0x35315652 (RV15)
        guid: 52563136-0000-0000-0000-000000000000
        bits per pixel: 16
        number of planes: 1
        type: RGB (packed)
        depth: 0
        red, green, blue masks: 0x1f, 0x7e0, 0xf800
      id: 0x31313259 (Y211)
        guid: 59323131-0000-0010-8000-00aa00389b71
        bits per pixel: 6
        number of planes: 3
        type: YUV (packed)
      id: 0x0
        guid: 00000000-0000-0000-0000-000000000000
        bits per pixel: 0
        number of planes: 0
        type: RGB (packed)
        depth: 1
        red, green, blue masks: 0x0, 0x0, 0x0

The formats listed, such as YUV2 and YUV12, are not present with every implementation of XVideo and their absence may hinder some players.

If the result instead looks like:

X-Video Extension version 2.2
screen #0
no adaptors present

XVideo is probably not supported for the card. This means that it will be more difficult for the display to meet the computational demands of rendering video, depending on the video card and processor.

8.4.2. Ports and Packages Dealing with Video

This section introduces some of the software available from the FreeBSD Ports Collection which can be used for video playback.

8.4.2.1. MPlayer and MEncoder

MPlayer is a command-line video player with an optional graphical interface which aims to provide speed and flexibility. Other graphical front-ends to MPlayer are available from the FreeBSD Ports Collection.

MPlayer can be installed using the multimedia/mplayer package or port. Several compile options are available and a variety of hardware checks occur during the build process. For these reasons, some users prefer to build the port rather than install the package.

When compiling the port, the menu options should be reviewed to determine the type of support to compile into the port. If an option is not selected, MPlayer will not be able to display that type of video format. Use the arrow keys and spacebar to select the required formats. When finished, press Enter to continue the port compile and installation.

By default, the package or port will build the mplayer command line utility and the gmplayer graphical utility. To encode videos, compile the multimedia/mencoder port. Due to licensing restrictions, a package is not available for MEncoder.

The first time MPlayer is run, it will create ~/.mplayer in the user's home directory. This subdirectory contains default versions of the user-specific configuration files.

This section describes only a few common uses. Refer to mplayer(1) for a complete description of its numerous options.

To play the file testfile.avi, specify the video interfaces with -vo, as seen in the following examples:

% mplayer -vo xv testfile.avi
% mplayer -vo sdl testfile.avi
% mplayer -vo x11 testfile.avi
# mplayer -vo dga testfile.avi
# mplayer -vo 'sdl:dga' testfile.avi

It is worth trying all of these options, as their relative performance depends on many factors and will vary significantly with hardware.

To play a DVD, replace testfile.avi with dvd://N -dvd-device DEVICE, where N is the title number to play and DEVICE is the device node for the DVD. For example, to play title 3 from /dev/dvd:

# mplayer -vo xv dvd://3 -dvd-device /dev/dvd

Note:

The default DVD device can be defined during the build of the MPlayer port by including the WITH_DVD_DEVICE=/path/to/desired/device option. By default, the device is /dev/cd0. More details can be found in the port's Makefile.options.

To stop, pause, advance, and so on, use a keybinding. To see the list of keybindings, run mplayer -h or read mplayer(1).

Additional playback options include -fs -zoom, which engages fullscreen mode, and -framedrop, which helps performance.

Each user can add commonly used options to their ~/.mplayer/config like so:

vo=xv
fs=yes
zoom=yes

mplayer can be used to rip a DVD title to a .vob. To dump the second title from a DVD:

# mplayer -dumpstream -dumpfile out.vob dvd://2 -dvd-device /dev/dvd

The output file, out.vob, will be in MPEG format.

Anyone wishing to obtain a high level of expertise with UNIX® video should consult mplayerhq.hu/DOCS as it is technically informative. This documentation should be considered as required reading before submitting any bug reports.

Before using mencoder, it is a good idea to become familiar with the options described at mplayerhq.hu/DOCS/HTML/en/mencoder.html. There are innumerable ways to improve quality, lower bitrate, and change formats, and some of these options may make the difference between good or bad performance. Improper combinations of command line options can yield output files that are unplayable even by mplayer.

Here is an example of a simple copy:

% mencoder input.avi -oac copy -ovc copy -o output.avi

To rip to a file, use -dumpfile with mplayer.

To convert input.avi to the MPEG4 codec with MPEG3 audio encoding, first install the audio/lame port. Due to licensing restrictions, a package is not available. Once installed, type:

% mencoder input.avi -oac mp3lame -lameopts br=192 \
	 -ovc lavc -lavcopts vcodec=mpeg4:vhq -o output.avi

This will produce output playable by applications such as mplayer and xine.

input.avi can be replaced with dvd://1 -dvd-device /dev/dvd and run as root to re-encode a DVD title directly. Since it may take a few tries to get the desired result, it is recommended to instead dump the title to a file and to work on the file.

8.4.2.2. The xine Video Player

xine is a video player with a reusable base library and a modular executable which can be extended with plugins. It can be installed using the multimedia/xine package or port.

In practice, xine requires either a fast CPU with a fast video card, or support for the XVideo extension. The xine video player performs best on XVideo interfaces.

By default, the xine player starts a graphical user interface. The menus can then be used to open a specific file.

Alternatively, xine may be invoked from the command line by specifying the name of the file to play:

% xine -g -p mymovie.avi

Refer to xine-project.org/faq for more information and troubleshooting tips.

8.4.2.3. The Transcode Utilities

Transcode provides a suite of tools for re-encoding video and audio files. Transcode can be used to merge video files or repair broken files using command line tools with stdin/stdout stream interfaces.

In FreeBSD, Transcode can be installed using the multimedia/transcode package or port. Many users prefer to compile the port as it provides a menu of compile options for specifying the support and codecs to compile in. If an option is not selected, Transcode will not be able to encode that format. Use the arrow keys and spacebar to select the required formats. When finished, press Enter to continue the port compile and installation.

This example demonstrates how to convert a DivX file into a PAL MPEG-1 file (PAL VCD):

% transcode -i
input.avi -V --export_prof vcd-pal -o output_vcd
% mplex -f 1 -o output_vcd.mpg output_vcd.m1v output_vcd.mpa

The resulting MPEG file, output_vcd.mpg, is ready to be played with MPlayer. The file can be burned on a CD media to create a video CD using a utility such as multimedia/vcdimager or sysutils/cdrdao.

In addition to the manual page for transcode, refer to transcoding.org/cgi-bin/transcode for further information and examples.

8.5. TV Cards

Original contribution by Josef El-Rayes.
Enhanced and adapted by Marc Fonvieille.

TV cards can be used to watch broadcast or cable TV on a computer. Most cards accept composite video via an RCA or S-video input and some cards include a FM radio tuner.

FreeBSD provides support for PCI-based TV cards using a Brooktree Bt848/849/878/879 video capture chip with the bktr(4) driver. This driver supports most Pinnacle PCTV video cards. Before purchasing a TV card, consult bktr(4) for a list of supported tuners.

8.5.1. Loading the Driver

In order to use the card, the bktr(4) driver must be loaded. To automate this at boot time, add the following line to /boot/loader.conf:

bktr_load="YES"

Alternatively, one can statically compile support for the TV card into a custom kernel. In that case, add the following lines to the custom kernel configuration file:

device	 bktr
device	iicbus
device	iicbb
device	smbus

These additional devices are necessary as the card components are interconnected via an I2C bus. Then, build and install a new kernel.

To test that the tuner is correctly detected, reboot the system. The TV card should appear in the boot messages, as seen in this example:

bktr0: <BrookTree 848A> mem 0xd7000000-0xd7000fff irq 10 at device 10.0 on pci0
iicbb0: <I2C bit-banging driver> on bti2c0
iicbus0: <Philips I2C bus> on iicbb0 master-only
iicbus1: <Philips I2C bus> on iicbb0 master-only
smbus0: <System Management Bus> on bti2c0
bktr0: Pinnacle/Miro TV, Philips SECAM tuner.

The messages will differ according to the hardware. If necessary, it is possible to override some of the detected parameters using sysctl(8) or custom kernel configuration options. For example, to force the tuner to a Philips SECAM tuner, add the following line to a custom kernel configuration file:

options OVERRIDE_TUNER=6

or, use sysctl(8):

# sysctl hw.bt848.tuner=6

Refer to bktr(4) for a description of the available sysctl(8) parameters and kernel options.

8.5.2. Useful Applications

To use the TV card, install one of the following applications:

  • multimedia/fxtv provides TV-in-a-window and image/audio/video capture capabilities.

  • multimedia/xawtv is another TV application with similar features.

  • audio/xmradio provides an application for using the FM radio tuner of a TV card.

More applications are available in the FreeBSD Ports Collection.

8.5.3. Troubleshooting

If any problems are encountered with the TV card, check that the video capture chip and the tuner are supported by bktr(4) and that the right configuration options were used. For more support or to ask questions about supported TV cards, refer to the freebsd-multimedia mailing list.

8.6. MythTV

MythTV is a popular, open source Personal Video Recorder (PVR) application. This section demonstrates how to install and setup MythTV on FreeBSD. Refer to mythtv.org/wiki for more information on how to use MythTV.

MythTV requires a frontend and a backend. These components can either be installed on the same system or on different machines.

The frontend can be installed on FreeBSD using the multimedia/mythtv-frontend package or port. Xorg must also be installed and configured as described in Chapter 6, The X Window System. Ideally, this system has a video card that supports X-Video Motion Compensation (XvMC) and, optionally, a Linux Infrared Remote Control (LIRC)-compatible remote.

To install both the backend and the frontend on FreeBSD, use the multimedia/mythtv package or port. A MySQL™ database server is also required and should automatically be installed as a dependency. Optionally, this system should have a tuner card and sufficient storage to hold recorded data.

8.6.1. Hardware

MythTV uses Video for Linux (V4L) to access video input devices such as encoders and tuners. In FreeBSD, MythTV works best with USB DVB-S/C/T cards as they are well supported by the multimedia/webcamd package or port which provides a V4L userland application. Any Digital Video Broadcasting (DVB) card supported by webcamd should work with MythTV. A list of known working cards can be found at wiki.freebsd.org/WebcamCompat. Drivers are also available for Hauppauge cards in the multimedia/pvr250 and multimedia/pvrxxx ports, but they provide a non-standard driver interface that does not work with versions of MythTV greater than 0.23. Due to licensing restrictions, no packages are available and these two ports must be compiled.

The wiki.freebsd.org/HTPC page contains a list of all available DVB drivers.

8.6.2. Setting up the MythTV Backend

To install MythTV using the port:

# cd /usr/ports/multimedia/mythtv
# make install

Once installed, set up the MythTV database:

# mysql -uroot -p < /usr/local/share/mythtv/database/mc.sql

Then, configure the backend:

# mythtv-setup

Finally, start the backend:

# echo 'mythbackend_enable="YES"' >> /etc/rc.conf
# service mythbackend start

8.7. Image Scanners

Written by Marc Fonvieille.

In FreeBSD, access to image scanners is provided by SANE (Scanner Access Now Easy), which is available in the FreeBSD Ports Collection. SANE will also use some FreeBSD device drivers to provide access to the scanner hardware.

FreeBSD supports both SCSI and USB scanners. Depending upon the scanner interface, different device drivers are required. Be sure the scanner is supported by SANE prior to performing any configuration. Refer to http://www.sane-project.org/sane-supported-devices.html for more information about supported scanners.

This chapter describes how to determine if the scanner has been detected by FreeBSD. It then provides an overview of how to configure and use SANE on a FreeBSD system.

8.7.1. Checking the Scanner

The GENERIC kernel includes the device drivers needed to support USB scanners. Users with a custom kernel should ensure that the following lines are present in the custom kernel configuration file:

device usb
device uhci
device ohci
device ehci

To determine if the USB scanner is detected, plug it in and use dmesg to determine whether the scanner appears in the system message buffer. If it does, it should display a message similar to this:

ugen0.2: <EPSON> at usbus0

In this example, an EPSON Perfection® 1650 USB scanner was detected on /dev/ugen0.2.

If the scanner uses a SCSI interface, it is important to know which SCSI controller board it will use. Depending upon the SCSI chipset, a custom kernel configuration file may be needed. The GENERIC kernel supports the most common SCSI controllers. Refer to /usr/src/sys/conf/NOTES to determine the correct line to add to a custom kernel configuration file. In addition to the SCSI adapter driver, the following lines are needed in a custom kernel configuration file:

device scbus
device pass

Verify that the device is displayed in the system message buffer:

pass2 at aic0 bus 0 target 2 lun 0
pass2: <AGFA SNAPSCAN 600 1.10> Fixed Scanner SCSI-2 device
pass2: 3.300MB/s transfers

If the scanner was not powered-on at system boot, it is still possible to manually force detection by performing a SCSI bus scan with camcontrol:

# camcontrol rescan all
Re-scan of bus 0 was successful
Re-scan of bus 1 was successful
Re-scan of bus 2 was successful
Re-scan of bus 3 was successful

The scanner should now appear in the SCSI devices list:

# camcontrol devlist
<IBM DDRS-34560 S97B>              at scbus0 target 5 lun 0 (pass0,da0)
<IBM DDRS-34560 S97B>              at scbus0 target 6 lun 0 (pass1,da1)
<AGFA SNAPSCAN 600 1.10>           at scbus1 target 2 lun 0 (pass3)
<PHILIPS CDD3610 CD-R/RW 1.00>     at scbus2 target 0 lun 0 (pass2,cd0)

Refer to scsi(4) and camcontrol(8) for more details about SCSI devices on FreeBSD.

8.7.2. SANE Configuration

The SANE system is split in two parts: the backends (graphics/sane-backends) and the frontends (graphics/sane-frontends or graphics/xsane). The backends provide access to the scanner. Refer to http://www.sane-project.org/sane-supported-devices.html to determine which backend supports the scanner. The frontends provide the graphical scanning interface. graphics/sane-frontends installs xscanimage while graphics/xsane installs xsane.

After installing the graphics/sane-backends port or package, use sane-find-scanner to check the scanner detection by the SANE system:

# sane-find-scanner -q
found SCSI scanner "AGFA SNAPSCAN 600 1.10" at /dev/pass3

The output should show the interface type of the scanner and the device node used to attach the scanner to the system. The vendor and the product model may or may not appear.

Note:

Some USB scanners require firmware to be loaded. Refer to sane-find-scanner(1) and sane(7) for details.

Next, check if the scanner will be identified by a scanning frontend. The SANE backends include scanimage which can be used to list the devices and perform an image acquisition. Use -L to list the scanner devices. The first example is for a SCSI scanner and the second is for a USB scanner:

# scanimage -L
device `snapscan:/dev/pass3' is a AGFA SNAPSCAN 600 flatbed scanner
# scanimage -L
device 'epson2:libusb:/dev/usb:/dev/ugen0.2' is a Epson GT-8200 flatbed scanner

In this second example, 'epson2:libusb:/dev/usb:/dev/ugen0.2' is the backend name (epson2) and /dev/ugen0.2 is the device node used by the scanner.

If scanimage is unable to identify the scanner, this message will appear:

# scanimage -L

No scanners were identified. If you were expecting something different,
check that the scanner is plugged in, turned on and detected by the
sane-find-scanner tool (if appropriate). Please read the documentation
which came with this software (README, FAQ, manpages).

If this happens, edit the backend configuration file in /usr/local/etc/sane.d/ and define the scanner device used. For example, if the undetected scanner model is an EPSON Perfection® 1650 and it uses the epson2 backend, edit /usr/local/etc/sane.d/epson2.conf. When editing, add a line specifying the interface and the device node used. In this case, add the following line:

usb /dev/ugen0.2

Save the edits and verify that the scanner is identified with the right backend name and the device node:

# scanimage -L
device 'epson2:libusb:/dev/usb:/dev/ugen0.2' is a Epson GT-8200 flatbed scanner

Once scanimage -L sees the scanner, the configuration is complete and the scanner is now ready to use.

While scanimage can be used to perform an image acquisition from the command line, it is often preferable to use a graphical interface to perform image scanning. The graphics/sane-frontends package or port installs a simple but efficient graphical interface, xscanimage.

Alternately, xsane, which is installed with the graphics/xsane package or port, is another popular graphical scanning frontend. It offers advanced features such as various scanning modes, color correction, and batch scans. Both of these applications are usable as a GIMP plugin.

8.7.3. Scanner Permissions

In order to have access to the scanner, a user needs read and write permissions to the device node used by the scanner. In the previous example, the USB scanner uses the device node /dev/ugen0.2 which is really a symlink to the real device node /dev/usb/0.2.0. The symlink and the device node are owned, respectively, by the wheel and operator groups. While adding the user to these groups will allow access to the scanner, it is considered insecure to add a user to wheel. A better solution is to create a group and make the scanner device accessible to members of this group.

This example creates a group called usb:

# pw groupadd usb

Then, make the /dev/ugen0.2 symlink and the /dev/usb/0.2.0 device node accessible to the usb group with write permissions of 0660 or 0664 by adding the following lines to /etc/devfs.rules:

[system=5]
add path ugen0.2 mode 0660 group usb
add path usb/0.2.0 mode 0666 group usb

Finally, add the users to usb in order to allow access to the scanner:

# pw groupmod usb -m joe

For more details refer to pw(8).

Chapter 9. Configuring the FreeBSD Kernel

9.1. Synopsis

The kernel is the core of the FreeBSD operating system. It is responsible for managing memory, enforcing security controls, networking, disk access, and much more. While much of FreeBSD is dynamically configurable, it is still occasionally necessary to configure and compile a custom kernel.

After reading this chapter, you will know:

  • When to build a custom kernel.

  • How to take a hardware inventory.

  • How to customize a kernel configuration file.

  • How to use the kernel configuration file to create and build a new kernel.

  • How to install the new kernel.

  • How to troubleshoot if things go wrong.

All of the commands listed in the examples in this chapter should be executed as root.

9.2. Why Build a Custom Kernel?

Traditionally, FreeBSD used a monolithic kernel. The kernel was one large program, supported a fixed list of devices, and in order to change the kernel's behavior, one had to compile and then reboot into a new kernel.

Today, most of the functionality in the FreeBSD kernel is contained in modules which can be dynamically loaded and unloaded from the kernel as necessary. This allows the running kernel to adapt immediately to new hardware or for new functionality to be brought into the kernel. This is known as a modular kernel.

Occasionally, it is still necessary to perform static kernel configuration. Sometimes the needed functionality is so tied to the kernel that it can not be made dynamically loadable. Some security environments prevent the loading and unloading of kernel modules and require that only needed functionality is statically compiled into the kernel.

Building a custom kernel is often a rite of passage for advanced BSD users. This process, while time consuming, can provide benefits to the FreeBSD system. Unlike the GENERIC kernel, which must support a wide range of hardware, a custom kernel can be stripped down to only provide support for that computer's hardware. This has a number of benefits, such as:

  • Faster boot time. Since the kernel will only probe the hardware on the system, the time it takes the system to boot can decrease.

  • Lower memory usage. A custom kernel often uses less memory than the GENERIC kernel by omitting unused features and device drivers. This is important because the kernel code remains resident in physical memory at all times, preventing that memory from being used by applications. For this reason, a custom kernel is useful on a system with a small amount of RAM.

  • Additional hardware support. A custom kernel can add support for devices which are not present in the GENERIC kernel.

Before building a custom kernel, consider the reason for doing so. If there is a need for specific hardware support, it may already exist as a module.

Kernel modules exist in /boot/kernel and may be dynamically loaded into the running kernel using kldload(8). Most kernel drivers have a loadable module and manual page. For example, the ath(4) wireless Ethernet driver has the following information in its manual page:

Alternatively, to load the driver as a module at boot time, place the
following line in loader.conf(5):

    if_ath_load="YES"

Adding if_ath_load="YES" to /boot/loader.conf will load this module dynamically at boot time.

In some cases, there is no associated module in /boot/kernel. This is mostly true for certain subsystems.

9.3. Finding the System Hardware

Before editing the kernel configuration file, it is recommended to perform an inventory of the machine's hardware. On a dual-boot system, the inventory can be created from the other operating system. For example, Microsoft®'s Device Manager contains information about installed devices.

Note:

Some versions of Microsoft® Windows® have a System icon which can be used to access Device Manager.

If FreeBSD is the only installed operating system, use dmesg(8) to determine the hardware that was found and listed during the boot probe. Most device drivers on FreeBSD have a manual page which lists the hardware supported by that driver. For example, the following lines indicate that the psm(4) driver found a mouse:

psm0: <PS/2 Mouse> irq 12 on atkbdc0
psm0: [GIANT-LOCKED]
psm0: [ITHREAD]
psm0: model Generic PS/2 mouse, device ID 0

Since this hardware exists, this driver should not be removed from a custom kernel configuration file.

If the output of dmesg does not display the results of the boot probe output, instead read the contents of /var/run/dmesg.boot.

Another tool for finding hardware is pciconf(8), which provides more verbose output. For example:

% pciconf -lv
ath0@pci0:3:0:0:        class=0x020000 card=0x058a1014 chip=0x1014168c rev=0x01 hdr=0x00
    vendor     = 'Atheros Communications Inc.'
    device     = 'AR5212 Atheros AR5212 802.11abg wireless'
    class      = network
    subclass   = ethernet

This output shows that the ath driver located a wireless Ethernet device.

The -k flag of man(1) can be used to provide useful information. For example, to display a list of manual pages which contain the specified word:

# man -k Atheros
ath(4)                   - Atheros IEEE 802.11 wireless network driver
ath_hal(4)               - Atheros Hardware Access Layer (HAL)

Once the hardware inventory list is created, refer to it to ensure that drivers for installed hardware are not removed as the custom kernel configuration is edited.

9.4. The Configuration File

In order to create a custom kernel configuration file and build a custom kernel, the full FreeBSD source tree must first be installed.

If /usr/src/ does not exist or it is empty, source has not been installed. Source can be installed using Subversion and the instructions in Section A.4, “Using Subversion.

Once source is installed, review the contents of /usr/src/sys. This directory contains a number of subdirectories, including those which represent the following supported architectures: amd64, i386, ia64, pc98, powerpc, and sparc64. Everything inside a particular architecture's directory deals with that architecture only and the rest of the code is machine independent code common to all platforms. Each supported architecture has a conf subdirectory which contains the GENERIC kernel configuration file for that architecture.

Do not make edits to GENERIC. Instead, copy the file to a different name and make edits to the copy. The convention is to use a name with all capital letters. When maintaining multiple FreeBSD machines with different hardware, it is a good idea to name it after the machine's hostname. This example creates a copy, named MYKERNEL, of the GENERIC configuration file for the amd64 architecture:

# cd /usr/src/sys/amd64/conf
# cp GENERIC MYKERNEL

MYKERNEL can now be customized with any ASCII text editor. The default editor is vi, though an easier editor for beginners, called ee, is also installed with FreeBSD.

The format of the kernel configuration file is simple. Each line contains a keyword that represents a device or subsystem, an argument, and a brief description. Any text after a # is considered a comment and ignored. To remove kernel support for a device or subsystem, put a # at the beginning of the line representing that device or subsystem. Do not add or remove a # for any line that you do not understand.

Warning:

It is easy to remove support for a device or option and end up with a broken kernel. For example, if the ata(4) driver is removed from the kernel configuration file, a system using ATA disk drivers may not boot. When in doubt, just leave support in the kernel.

In addition to the brief descriptions provided in this file, additional descriptions are contained in NOTES, which can be found in the same directory as GENERIC for that architecture. For architecture independent options, refer to /usr/src/sys/conf/NOTES.

Tip:

When finished customizing the kernel configuration file, save a backup copy to a location outside of /usr/src.

Alternately, keep the kernel configuration file elsewhere and create a symbolic link to the file:

# cd /usr/src/sys/amd64/conf
# mkdir /root/kernels
# cp GENERIC /root/kernels/MYKERNEL
# ln -s /root/kernels/MYKERNEL

An include directive is available for use in configuration files. This allows another configuration file to be included in the current one, making it easy to maintain small changes relative to an existing file. If only a small number of additional options or drivers are required, this allows a delta to be maintained with respect to GENERIC, as seen in this example:

include GENERIC
ident MYKERNEL

options         IPFIREWALL
options         DUMMYNET
options         IPFIREWALL_DEFAULT_TO_ACCEPT
options         IPDIVERT

Using this method, the local configuration file expresses local differences from a GENERIC kernel. As upgrades are performed, new features added to GENERIC will also be added to the local kernel unless they are specifically prevented using nooptions or nodevice. A comprehensive list of configuration directives and their descriptions may be found in config(5).

Note:

To build a file which contains all available options, run the following command as root:

# cd /usr/src/sys/arch/conf && make LINT

9.5. Building and Installing a Custom Kernel

Once the edits to the custom configuration file have been saved, the source code for the kernel can be compiled using the following steps:

Procedure 9.1. Building a Kernel
  1. Change to this directory:

    # cd /usr/src
  2. Compile the new kernel by specifying the name of the custom kernel configuration file:

    # make buildkernel KERNCONF=MYKERNEL
  3. Install the new kernel associated with the specified kernel configuration file. This command will copy the new kernel to /boot/kernel/kernel and save the old kernel to /boot/kernel.old/kernel:

    # make installkernel KERNCONF=MYKERNEL
  4. Shutdown the system and reboot into the new kernel. If something goes wrong, refer to The kernel does not boot.

By default, when a custom kernel is compiled, all kernel modules are rebuilt. To update a kernel faster or to build only custom modules, edit /etc/make.conf before starting to build the kernel.

For example, this variable specifies the list of modules to build instead of using the default of building all modules:

MODULES_OVERRIDE = linux acpi

Alternately, this variable lists which modules to exclude from the build process:

WITHOUT_MODULES = linux acpi sound

Additional variables are available. Refer to make.conf(5) for details.

9.6. If Something Goes Wrong

There are four categories of trouble that can occur when building a custom kernel:

config fails

If config fails, it will print the line number that is incorrect. As an example, for the following message, make sure that line 17 is typed correctly by comparing it to GENERIC or NOTES:

config: line 17: syntax error
make fails

If make fails, it is usually due to an error in the kernel configuration file which is not severe enough for config to catch. Review the configuration, and if the problem is not apparent, send an email to the FreeBSD general questions mailing list which contains the kernel configuration file.

The kernel does not boot

If the new kernel does not boot or fails to recognize devices, do not panic! Fortunately, FreeBSD has an excellent mechanism for recovering from incompatible kernels. Simply choose the kernel to boot from at the FreeBSD boot loader. This can be accessed when the system boot menu appears by selecting the Escape to a loader prompt option. At the prompt, type boot kernel.old, or the name of any other kernel that is known to boot properly.

After booting with a good kernel, check over the configuration file and try to build it again. One helpful resource is /var/log/messages which records the kernel messages from every successful boot. Also, dmesg(8) will print the kernel messages from the current boot.

Note:

When troubleshooting a kernel, make sure to keep a copy of GENERIC, or some other kernel that is known to work, as a different name that will not get erased on the next build. This is important because every time a new kernel is installed, kernel.old is overwritten with the last installed kernel, which may or may not be bootable. As soon as possible, move the working kernel by renaming the directory containing the good kernel:

# mv /boot/kernel /boot/kernel.bad
# mv /boot/kernel.good /boot/kernel
The kernel works, but ps(1) does not

If the kernel version differs from the one that the system utilities have been built with, for example, a kernel built from -CURRENT sources is installed on a -RELEASE system, many system status commands like ps(1) and vmstat(8) will not work. To fix this, recompile and install a world built with the same version of the source tree as the kernel. It is never a good idea to use a different version of the kernel than the rest of the operating system.

Chapter 10. Printing

Originally contributed by Warren Block.

Putting information on paper is a vital function, despite many attempts to eliminate it. Printing has two basic components. The data must be delivered to the printer, and must be in a form that the printer can understand.

10.1. Quick Start

Basic printing can be set up quickly. The printer must be capable of printing plain ASCII text. For printing to other types of files, see Section 10.5.3, “Filters”.

  1. Create a directory to store files while they are being printed:

    # mkdir -p /var/spool/lpd/lp
    # chown daemon:daemon /var/spool/lpd/lp
    # chmod 770 /var/spool/lpd/lp
  2. As root, create /etc/printcap with these contents:

    lp:\
    	:lp=/dev/unlpt0:\  1
    	:sh:\
    	:mx#0:\
    	:sd=/var/spool/lpd/lp:\
    	:lf=/var/log/lpd-errs:

    1

    This line is for a printer connected to a USB port.

    For a printer connected to a parallel or printer port, use:

    :lp=/dev/lpt0:\

    For a printer connected directly to a network, use:

    :lp=:rm=network-printer-name:rp=raw:\

    Replace network-printer-name with the DNS host name of the network printer.

  3. Enable lpd by editing /etc/rc.conf, adding this line:

    lpd_enable="YES"

    Start the service:

    # service lpd start
    Starting lpd.
  4. Print a test:

    # printf "1. This printer can print.\n2. This is the second line.\n" | lpr

    Tip:

    If both lines do not start at the left border, but stairstep instead, see Section 10.5.3.1, “Preventing Stairstepping on Plain Text Printers”.

    Text files can now be printed with lpr. Give the filename on the command line, or pipe output directly into lpr.

    % lpr textfile.txt
    % ls -lh | lpr

10.2. Printer Connections

Printers are connected to computer systems in a variety of ways. Small desktop printers are usually connected directly to computer's USB port. Older printers are connected to a parallel or printer port. Some printers are directly connected to a network, making it easy for multiple computers share them. A few printers use a much less common serial port connection.

FreeBSD can communicate with all of these types of printers.

USB

USB printers can be connected to any available USB port on the computer.

When FreeBSD detects a USB printer, two device entries are created: /dev/ulpt0 and /dev/unlpt0. Data sent to either device will be relayed to the printer. After each print job, ulpt0 resets the USBport. Resetting the port can cause problems with some printers, so the unlpt0 device is used instead. unlpt0 does not reset the USB port at all.

Parallel (IEEE-1284)

The parallel port device is /dev/lpt0. This device appears whether a printer is attached or not, it is not autodetected.

Vendors have largely moved away from these legacy ports, and many computers no longer have them. Adapters can be used to connect a parallel printer to a USB port. With such an adapter, the printer can be treated as if it were actually a USB printer. Devices called print servers can also be used to connect parallel printers directly to a network.

Serial (RS-232)

Serial ports are another legacy port, rarely used for printers except in certain niche applications. Cables, connectors, and required wiring vary widely.

For serial ports built into a motherboard, the serial device name is /dev/cuau0 or /dev/cuau1. Serial USB adapters can also be used, and these will appear as /dev/cuaU0.

Several communication parameters must be known to communicate with a serial printer. The most important are baud rate and parity. Values vary, but typical serial printers often use a baud rate of 9600 and no parity.

Network

Network printers are connected directly to the local computer network.

The DNS hostname of the printer must be known. If the printer is assigned a dynamic address by DHCP, DNS should be dynamically updated so that the host name always has the correct IP address. Network printers are often given static IP addresses to avoid this problem.

Most network printers understand print jobs sent with the LPD protocol. A print queue name can also be specified. Some printers process data differently depending on which queue is used. For example, a raw queue prints the data unchanged, while the text queue adds carriage returns to plain text.

Many network printers can also print data sent directly to port 9100.

10.2.1. Summary

Wired network connections are usually the easiest to set up and give the fastest printing. For direct connection to the computer, USB is preferred for speed and simplicity. Parallel connections work but have limitations on cable length and speed. Serial connections are more difficult to configure. Cable wiring differs between models, and communication parameters like baud rate and parity bits must add to the complexity. Fortunately, serial printers are rare.

10.3. Common Page Description Languages

Data sent to a printer must be in a language that the printer can understand. These languages are called Page Description Languages, or PDLs.

ASCII

Plain ASCII text is the simplest way to send data to a printer. Characters correspond one to one with what will be printed: an A in the data prints an A on the page. Very little formatting is available. There is no way to select a font or proportional spacing. The forced simplicity of plain ASCII means that text can be printed straight from the computer with little or no encoding or translation. The printed output corresponds directly with what was sent.

Some inexpensive printers cannot print plain ASCII text. This makes them more difficult to set up, but it is usually still possible.

PostScript®

PostScript® is almost the opposite of ASCII. Rather than simple text, a PostScript® program is a set of instructions that draw the final document. Different fonts and graphics can be used. However, this power comes at a price. The program that draws the page must be written. Usually this program is generated by application software, so the process is invisible to the user.

Inexpensive printers sometimes leave out PostScript® compatibility as a cost-saving measure.

PCL (Printer Command Language)

PCL is an extension of ASCII, adding escape sequences for formatting, font selection, and printing graphics. Many printers provide PCL5 support. Some support the newer PCL6 or PCLXL. These later versions are supersets of PCL5 and can provide faster printing.

Host-Based

Manufacturers can reduce the cost of a printer by giving it a simple processor and very little memory. These printers are not capable of printing plain text. Instead, bitmaps of text and graphics are drawn by a driver on the host computer and then sent to the printer. These are called host-based printers.

Communication between the driver and a host-based printer is often through proprietary or undocumented protocols, making them functional only on the most common operating systems.

10.3.1. Converting PostScript® to Other PDLs

Many applications from the Ports Collection and FreeBSD utilities produce PostScript® output. This table shows the utilities available to convert that into other common PDLs:

Table 10.1. Output PDLs
Output PDLGenerated ByNotes
PCL or PCL5print/ghostscript9-sDEVICE=ljet4 for monochrome, -sDEVICE=cljet5 for color
PCLXL or PCL6print/ghostscript9-sDEVICE=pxlmono for monochrome, -sDEVICE=pxlcolor for color
ESC/P2print/ghostscript9-sDEVICE=uniprint
XQXprint/foo2zjs 

10.3.2. Summary

For the easiest printing, choose a printer that supports PostScript®. Printers that support PCL are the next preferred. With print/ghostscript, these printers can be used as if they understood PostScript® natively. Printers that support PostScript® or PCL directly almost always support direct printing of plain ASCII text files also.

Line-based printers like typical inkjets usually do not support PostScript® or PCL. They often can print plain ASCII text files. print/ghostscript supports the PDLs used by some of these printers. However, printing an entire graphic-based page on these printers is often very slow due to the large amount of data to be transferred and printed.

Host-based printers are often more difficult to set up. Some cannot be used at all because of proprietary PDLs. Avoid these printers when possible.

Descriptions of many PDLs can be found at http://www.undocprint.org/formats/page_description_languages. The particular PDL used by various models of printers can be found at http://www.openprinting.org/printers.

10.4. Direct Printing

For occasional printing, files can be sent directly to a printer device without any setup. For example, a file called sample.txt can be sent to a USB printer:

# cp sample.txt /dev/unlpt0

Direct printing to network printers depends on the abilities of the printer, but most accept print jobs on port 9100, and nc(1) can be used with them. To print the same file to a printer with the DNS hostname of netlaser:

# nc netlaser 9100 < sample.txt

10.5. LPD (Line Printer Daemon)

Printing a file in the background is called spooling. A spooler allows the user to continue with other programs on the computer without waiting for the printer to slowly complete the print job.

FreeBSD includes a spooler called lpd(8). Print jobs are submitted with lpr(1).

10.5.1. Initial Setup

A directory for storing print jobs is created, ownership is set, and the permissions are set to prevent other users from viewing the contents of those files:

# mkdir -p /var/spool/lpd/lp
# chown daemon:daemon /var/spool/lpd/lp
# chmod 770 /var/spool/lpd/lp

Printers are defined in /etc/printcap. An entry for each printer includes details like a name, the port where it is attached, and various other settings. Create /etc/printcap with these contents:

lp:\				1
	:lp=/dev/unlpt0:\	2
	:sh:\			3
	:mx#0:\			4
	:sd=/var/spool/lpd/lp:\	5
	:lf=/var/log/lpd-errs:	6

1

The name of this printer. lpr(1) sends print jobs to the lp printer unless another printer is specified with -P, so the default printer should be named lp.

2

The device where the printer is connected. Replace this line with the appropriate one for the connection type shown here.

Connection TypeDevice Entry in /etc/printcap
USB
:lp=/dev/unlpt0:\

This is the non-resetting USB printer device. If problems are experienced, use ulpt0 instead, which resets the USB port on each use.

Parallel
:lp=/dev/lpt0:\
Network

For a printer supporting the LPD protocol:

:lp=:rm=network-printer-name:rp=raw:\

For printers supporting port 9100 printing:

:lp=9100@network-printer-name:\

For both types, replace network-printer-name with the DNS host name of the network printer.

Serial
:lp=/dev/cuau0:br=9600:pa=none:\

These values are for a typical serial printer connected to a motherboard serial port. The baud rate is 9600, and no parity is used.

3

Suppress the printing of a header page at the start of a print job.

4

Do not limit the maximum size of a print job.

5

The path to the spooling directory for this printer. Each printer uses its own spooling directory.

6

The log file where errors on this printer will be reported.

After creating /etc/printcap, use chkprintcap(8) to test it for errors:

# chkprintcap

Fix any reported problems before continuing.

Enable lpd(8) in /etc/rc.conf:

lpd_enable="YES"

Start the service:

# service lpd start

10.5.2. Printing with lpr(1)

Documents are sent to the printer with lpr. A file to be printed can be named on the command line or piped into lpr. These two commands are equivalent, sending the contents of doc.txt to the default printer:

% lpr doc.txt
% cat doc.txt | lpr

Printers can be selected with -P. To print to a printer called laser:

% lpr -Plaser doc.txt

10.5.3. Filters

The examples shown so far have sent the contents of a text file directly to the printer. As long as the printer understands the content of those files, output will be printed correctly.

Some printers are not capable of printing plain text, and the input file might not even be plain text.

Filters allow files to be translated or processed. The typical use is to translate one type of input, like plain text, into a form that the printer can understand, like PostScript® or PCL. Filters can also be used to provide additional features, like adding page numbers or highlighting source code to make it easier to read.

The filters discussed here are input filters or text filters. These filters convert the incoming file into different forms. Use su(1) to become root before creating the files.

Filters are specified in /etc/printcap with the if= identifier. To use /usr/local/libexec/lf2crlf as a filter, modify /etc/printcap like this:

lp:\
	:lp=/dev/unlpt0:\
	:sh:\
	:mx#0:\
	:sd=/var/spool/lpd/lp:\
	:if=/usr/local/libexec/lf2crlf:\   1
	:lf=/var/log/lpd-errs:

1

if= identifies the input filter that will be used on incoming text.

Tip:

The backslash line continuation characters at the end of the lines in printcap entries reveal that an entry for a printer is really just one long line with entries delimited by colon characters. An earlier example can be rewritten as a single less-readable line:

lp:lp=/dev/unlpt0:sh:mx#0:sd=/var/spool/lpd/lp:if=/usr/local/libexec/lf2crlf:lf=/var/log/lpd-errs:

10.5.3.1. Preventing Stairstepping on Plain Text Printers

Typical FreeBSD text files contain only a single line feed character at the end of each line. These lines will stairstep on a standard printer:

A printed file looks
                    like the steps of a staircase
                                                 scattered by the wind

A filter can convert the newline characters into carriage returns and newlines. The carriage returns make the printer return to the left after each line. Create /usr/local/libexec/lf2crlf with these contents:

#!/bin/sh
CR=$'\r'
/usr/bin/sed -e "s/$/${CR}/g"

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/lf2crlf

Modify /etc/printcap to use the new filter:

:if=/usr/local/libexec/lf2crlf:\

Test the filter by printing the same plain text file. The carriage returns will cause each line to start at the left side of the page.

10.5.3.2. Fancy Plain Text on PostScript® Printers with print/enscript

GNU Enscript converts plain text files into nicely-formatted PostScript® for printing on PostScript® printers. It adds page numbers, wraps long lines, and provides numerous other features to make printed text files easier to read. Depending on the local paper size, install either print/enscript-letter or print/enscript-a4 from the Ports Collection.

Create /usr/local/libexec/enscript with these contents:

#!/bin/sh
/usr/local/bin/enscript -o -

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/enscript

Modify /etc/printcap to use the new filter:

:if=/usr/local/libexec/enscript:\

Test the filter by printing a plain text file.

10.5.3.3. Printing PostScript® to PCL Printers

Many programs produce PostScript® documents. However, inexpensive printers often only understand plain text or PCL. This filter converts PostScript® files to PCL before sending them to the printer.

Install the Ghostscript PostScript® interpreter, print/ghostscript9, from the Ports Collection.

Create /usr/local/libexec/ps2pcl with these contents:

#!/bin/sh
/usr/local/bin/gs -dSAFER -dNOPAUSE -dBATCH -q -sDEVICE=ljet4 -sOutputFile=- -

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/ps2pcl

PostScript® input sent to this script will be rendered and converted to PCL before being sent on to the printer.

Modify /etc/printcap to use this new input filter:

:if=/usr/local/libexec/ps2pcl:\

Test the filter by sending a small PostScript® program to it:

% printf "%%\!PS \n /Helvetica findfont 18 scalefont setfont \
72 432 moveto (PostScript printing successful.) show showpage \004" | lpr

10.5.3.4. Smart Filters

A filter that detects the type of input and automatically converts it to the correct format for the printer can be very convenient. The first two characters of a PostScript® file are usually %!. A filter can detect those two characters. PostScript® files can be sent on to a PostScript® printer unchanged. Text files can be converted to PostScript® with Enscript as shown earlier. Create /usr/local/libexec/psif with these contents:

#!/bin/sh
#
#  psif - Print PostScript or plain text on a PostScript printer
#
IFS="" read -r first_line
first_two_chars=`expr "$first_line" : '\(..\)'`

case "$first_two_chars" in
%!)
    # %! : PostScript job, print it.
    echo "$first_line" && cat && exit 0
    exit 2
    ;;
*)
    # otherwise, format with enscript
    ( echo "$first_line"; cat ) | /usr/local/bin/enscript -o - && exit 0
    exit 2
    ;;
esac

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/psif

Modify /etc/printcap to use this new input filter:

:if=/usr/local/libexec/psif:\

Test the filter by printing PostScript® and plain text files.

10.5.3.5. Other Smart Filters

Writing a filter that detects many different types of input and formats them correctly is challenging. print/apsfilter from the Ports Collection is a smart magic filter that detects dozens of file types and automatically converts them to the PDL understood by the printer. See http://www.apsfilter.org for more details.

10.5.4. Multiple Queues

The entries in /etc/printcap are really definitions of queues. There can be more than one queue for a single printer. When combined with filters, multiple queues provide users more control over how their jobs are printed.

As an example, consider a networked PostScript® laser printer in an office. Most users want to print plain text, but a few advanced users want to be able to print PostScript® files directly. Two entries can be created for the same printer in /etc/printcap:

textprinter:\
	:lp=9100@officelaser:\
	:sh:\
	:mx#0:\
	:sd=/var/spool/lpd/textprinter:\
	:if=/usr/local/libexec/enscript:\
	:lf=/var/log/lpd-errs:

psprinter:\
	:lp=9100@officelaser:\
	:sh:\
	:mx#0:\
	:sd=/var/spool/lpd/psprinter:\
	:lf=/var/log/lpd-errs:

Documents sent to textprinter will be formatted by the /usr/local/libexec/enscript filter shown in an earlier example. Advanced users can print PostScript® files on psprinter, where no filtering is done.

This multiple queue technique can be used to provide direct access to all kinds of printer features. A printer with a duplexer could use two queues, one for ordinary single-sided printing, and one with a filter that sends the command sequence to enable double-sided printing and then sends the incoming file.

10.5.5. Monitoring and Controlling Printing

Several utilities are available to monitor print jobs and check and control printer operation.

10.5.5.1. lpq(1)

lpq(1) shows the status of a user's print jobs. Print jobs from other users are not shown.

Show the current user's pending jobs on a single printer:

% lpq -Plp
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     0    (standard input)                      12792 bytes

Show the current user's pending jobs on all printers:

% lpq -a
lp:
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     1    (standard input)                      27320 bytes

laser:
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     287  (standard input)                      22443 bytes

10.5.5.2. lprm(1)

lprm(1) is used to remove print jobs. Normal users are only allowed to remove their own jobs. root can remove any or all jobs.

Remove all pending jobs from a printer:

# lprm -Plp -
dfA002smithy dequeued
cfA002smithy dequeued
dfA003smithy dequeued
cfA003smithy dequeued
dfA004smithy dequeued
cfA004smithy dequeued

Remove a single job from a printer. lpq(1) is used to find the job number.

% lpq
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     5    (standard input)                      12188 bytes
% lprm -Plp 5
dfA005smithy dequeued
cfA005smithy dequeued

10.5.5.3. lpc(8)

lpc(8) is used to check and modify printer status. lpc is followed by a command and an optional printer name. all can be used instead of a specific printer name, and the command will be applied to all printers. Normal users can view status with lpc(8). Only class="username">root can use commands which modify printer status.

Show the status of all printers:

% lpc status all
lp:
	queuing is enabled
	printing is enabled
	1 entry in spool area
	printer idle
laser:
	queuing is enabled
	printing is enabled
	1 entry in spool area
	waiting for laser to come up

Prevent a printer from accepting new jobs, then begin accepting new jobs again:

# lpc disable lp
lp:
	queuing disabled
# lpc enable lp
lp:
	queuing enabled

Stop printing, but continue to accept new jobs. Then begin printing again:

# lpc stop lp
lp:
	printing disabled
# lpc start lp
lp:
	printing enabled
	daemon started

Restart a printer after some error condition:

# lpc restart lp
lp:
	no daemon to abort
	printing enabled
	daemon restarted

Turn the print queue off and disable printing, with a message to explain the problem to users:

# lpc down lp Repair parts will arrive on Monday
lp:
	printer and queuing disabled
	status message is now: Repair parts will arrive on Monday

Re-enable a printer that is down:

# lpc up lp
lp:
	printing enabled
	daemon started

See lpc(8) for more commands and options.

10.5.6. Shared Printers

Printers are often shared by multiple users in businesses and schools. Additional features are provided to make sharing printers more convenient.

10.5.6.1. Aliases

The printer name is set in the first line of the entry in /etc/printcap. Additional names, or aliases, can be added after that name. Aliases are separated from the name and each other by vertical bars:

lp|repairsprinter|salesprinter:\

Aliases can be used in place of the printer name. For example, users in the Sales department print to their printer with

% lpr -Psalesprinter sales-report.txt

Users in the Repairs department print to their printer with

% lpr -Prepairsprinter repairs-report.txt

All of the documents print on that single printer. When the Sales department grows enough to need their own printer, the alias is removed from the shared printer entry and used as the name of the new printer. Users in both departments continue to use the same commands, but the Sales documents are sent to the new printer.

10.5.6.2. Header Pages

Users can have difficulty locating their documents in the stack of pages produced by a busy shared printer. Header pages were created to solve this problem. A header page with the user name and document name is printed before each print job. These pages are also sometimes called banner or separator pages.

Enabling header pages differs depending on whether the printer is connected directly to the computer with a USB, parallel, or serial cable, or is connected remotely by the network.

Header pages on directly-connected printers are enabled by removing the :sh:\ (Suppress Header) line from the entry in /etc/printcap. These header pages only use line feed characters for new lines. Some printers will need the /usr/share/examples/printing/hpif filter to prevent stairstepped text. The filter configures PCL printers to print both carriage returns and line feeds when a line feed is received.

Header pages for network printers must be configured on the printer itself. Header page entries in /etc/printcap are ignored. Settings are usually available from the printer front panel or a configuration web page accessible with a web browser.

10.5.7. References

Example files: /usr/share/examples/printing/.

The 4.3BSD Line Printer Spooler Manual, /usr/share/doc/smm/07.lpd/paper.ascii.gz.

Manual pages: printcap(5), lpd(8), lpr(1), lpc(8), lprm(1), lpq(1).

10.6. Other Printing Systems

Several other printing systems are available in addition to the built-in lpd(8). These systems offer support for other protocols or additional features.

10.6.1. CUPS (Common UNIX® Printing System)

CUPS is a popular printing system available on many operating systems. Using CUPS on FreeBSD is documented in a separate article:../../../../doc/en_US.ISO8859-1/articles/cups

10.6.2. HPLIP

Hewlett Packard provides a printing system that supports many of their inkjet and laser printers. The port is print/hplip. The main web page is at http://hplipopensource.com/hplip-web/index.html. The port handles all the installation details on FreeBSD. Configuration information is shown at http://hplipopensource.com/hplip-web/install/manual/hp_setup.html.

10.6.3. LPRng

LPRng was developed as an enhanced alternative to lpd(8). The port is sysutils/LPRng. For details and documentation, see http://www.lprng.com/.

Chapter 11. Linux® Binary Compatibility

Restructured and parts updated by Jim Mock.
Originally contributed by Brian N. Handy and Rich Murphey.

11.1. Synopsis

FreeBSD provides 32-bit binary compatibility with Linux®, allowing users to install and run most 32-bit Linux® binaries on a FreeBSD system without having to first modify the binary. It has even been reported that, in some situations, 32-bit Linux® binaries perform better on FreeBSD than they do on Linux®.

However, some Linux®-specific operating system features are not supported under FreeBSD. For example, Linux® binaries will not work on FreeBSD if they overly use i386™ specific calls, such as enabling virtual 8086 mode. In addition, 64-bit Linux® binaries are not supported at this time.

After reading this chapter, you will know:

  • How to enable Linux® binary compatibility on a FreeBSD system.

  • How to install additional Linux® shared libraries.

  • How to install Linux® applications on a FreeBSD system.

  • The implementation details of Linux® compatibility in FreeBSD.

Before reading this chapter, you should:

11.2. Configuring Linux® Binary Compatibility

By default, Linux® libraries are not installed and Linux® binary compatibility is not enabled. Linux® libraries can either be installed manually or from the FreeBSD Ports Collection.

Before attempting to build the port, load the Linux® kernel module, otherwise the build will fail:

# kldload linux

To verify that the module is loaded:

% kldstat
      Id Refs Address    Size     Name
      1    2 0xc0100000 16bdb8   kernel
      7    1 0xc24db000 d000     linux.ko

The emulators/linux-base-f10 package or port is the easiest way to install a base set of Linux® libraries and binaries on a FreeBSD system. To install the port:

# cd /usr/ports/emulators/linux_base-f10
# make install distclean

In order for Linux® compatibility to be enabled at boot time, add the following line to /etc/rc.conf:

linux_enable="YES"

Users who prefer to statically link Linux® binary compatibility into a custom kernel should add options COMPAT_LINUX to their custom kernel configuration file. Compile and install the new kernel as described in Chapter 9, Configuring the FreeBSD Kernel.

11.2.1. Installing Additional Libraries Manually

If a Linux® application complains about missing shared libraries after configuring Linux® binary compatibility, determine which shared libraries the Linux® binary needs and install them manually.

From a Linux® system, ldd can be used to determine which shared libraries the application needs. For example, to check which shared libraries linuxdoom needs, run this command from a Linux® system that has Doom installed:

% ldd linuxdoom
libXt.so.3 (DLL Jump 3.1) => /usr/X11/lib/libXt.so.3.1.0
libX11.so.3 (DLL Jump 3.1) => /usr/X11/lib/libX11.so.3.1.0
libc.so.4 (DLL Jump 4.5pl26) => /lib/libc.so.4.6.29

Then, copy all the files in the last column of the output from the Linux® system into /compat/linux on the FreeBSD system. Once copied, create symbolic links to the names in the first column. This example will result in the following files on the FreeBSD system:

/compat/linux/usr/X11/lib/libXt.so.3.1.0
/compat/linux/usr/X11/lib/libXt.so.3 -> libXt.so.3.1.0
/compat/linux/usr/X11/lib/libX11.so.3.1.0
/compat/linux/usr/X11/lib/libX11.so.3 -> libX11.so.3.1.0
/compat/linux/lib/libc.so.4.6.29
/compat/linux/lib/libc.so.4 -> libc.so.4.6.29

If a Linux® shared library already exists with a matching major revision number to the first column of the ldd output, it does not need to be copied to the file named in the last column, as the existing library should work. It is advisable to copy the shared library if it is a newer version, though. The old one can be removed, as long as the symbolic link points to the new one.

For example, these libraries already exist on the FreeBSD system:

/compat/linux/lib/libc.so.4.6.27
/compat/linux/lib/libc.so.4 -> libc.so.4.6.27

and ldd indicates that a binary requires a later version:

libc.so.4 (DLL Jump 4.5pl26) -> libc.so.4.6.29

Since the existing library is only one or two versions out of date in the last digit, the program should still work with the slightly older version. However, it is safe to replace the existing libc.so with the newer version:

/compat/linux/lib/libc.so.4.6.29
/compat/linux/lib/libc.so.4 -> libc.so.4.6.29

Generally, one will need to look for the shared libraries that Linux® binaries depend on only the first few times that a Linux® program is installed on FreeBSD. After a while, there will be a sufficient set of Linux® shared libraries on the system to be able to run newly installed Linux® binaries without any extra work.

11.2.2. Installing Linux® ELF Binaries

ELF binaries sometimes require an extra step. When an unbranded ELF binary is executed, it will generate an error message:

% ./my-linux-elf-binary
ELF binary type not known
Abort

To help the FreeBSD kernel distinguish between a FreeBSD ELF binary and a Linux® binary, use brandelf(1):

% brandelf -t Linux my-linux-elf-binary

Since the GNU toolchain places the appropriate branding information into ELF binaries automatically, this step is usually not necessary.

11.2.3. Installing a Linux® RPM Based Application

In order to install a Linux® RPM-based application, first install the archivers/rpm package or port. Once installed, root can use this command to install a .rpm:

# cd /compat/linux
# rpm2cpio < /path/to/linux.archive.rpm | cpio -id

If necessary, brandelf the installed ELF binaries. Note that this will prevent a clean uninstall.

11.2.4. Configuring the Hostname Resolver

If DNS does not work or this error appears:

resolv+: "bind" is an invalid keyword resolv+:
"hosts" is an invalid keyword

configure /compat/linux/etc/host.conf as follows:

order hosts, bind
multi on

This specifies that /etc/hosts is searched first and DNS is searched second. When /compat/linux/etc/host.conf does not exist, Linux® applications use /etc/host.conf and complain about the incompatible FreeBSD syntax. Remove bind if a name server is not configured using /etc/resolv.conf.

11.3. Advanced Topics

This section describes how Linux® binary compatibility works and is based on an email written to FreeBSD chat mailing list by Terry Lambert (Message ID: <199906020108.SAA07001@usr09.primenet.com>).

FreeBSD has an abstraction called an execution class loader. This is a wedge into the execve(2) system call.

Historically, the UNIX® loader examined the magic number (generally the first 4 or 8 bytes of the file) to see if it was a binary known to the system, and if so, invoked the binary loader.

If it was not the binary type for the system, the execve(2) call returned a failure, and the shell attempted to start executing it as shell commands. The assumption was a default of whatever the current shell is.

Later, a hack was made for sh(1) to examine the first two characters, and if they were :\n, it invoked the csh(1) shell instead.

FreeBSD has a list of loaders, instead of a single loader, with a fallback to the #! loader for running shell interpreters or shell scripts.

For the Linux® ABI support, FreeBSD sees the magic number as an ELF binary. The ELF loader looks for a specialized brand, which is a comment section in the ELF image, and which is not present on SVR4/Solaris™ ELF binaries.

For Linux® binaries to function, they must be branded as type Linux using brandelf(1):

# brandelf -t Linux file

When the ELF loader sees the Linux brand, the loader replaces a pointer in the proc structure. All system calls are indexed through this pointer. In addition, the process is flagged for special handling of the trap vector for the signal trampoline code, and several other (minor) fix-ups that are handled by the Linux® kernel module.

The Linux® system call vector contains, among other things, a list of sysent[] entries whose addresses reside in the kernel module.

When a system call is called by the Linux® binary, the trap code dereferences the system call function pointer off the proc structure, and gets the Linux®, not the FreeBSD, system call entry points.

Linux® mode dynamically reroots lookups. This is, in effect, equivalent to the union option to file system mounts. First, an attempt is made to lookup the file in /compat/linux/original-path. If that fails, the lookup is done in /original-path. This makes sure that binaries that require other binaries can run. For example, the Linux® toolchain can all run under Linux® ABI support. It also means that the Linux® binaries can load and execute FreeBSD binaries, if there are no corresponding Linux® binaries present, and that a uname(1) command can be placed in the /compat/linux directory tree to ensure that the Linux® binaries can not tell they are not running on Linux®.

In effect, there is a Linux® kernel in the FreeBSD kernel. The various underlying functions that implement all of the services provided by the kernel are identical to both the FreeBSD system call table entries, and the Linux® system call table entries: file system operations, virtual memory operations, signal delivery, and System V IPC. The only difference is that FreeBSD binaries get the FreeBSD glue functions, and Linux® binaries get the Linux® glue functions. The FreeBSD glue functions are statically linked into the kernel, and the Linux® glue functions can be statically linked, or they can be accessed via a kernel module.

Technically, this is not really emulation, it is an ABI implementation. It is sometimes called Linux® emulation because the implementation was done at a time when there was no other word to describe what was going on. Saying that FreeBSD ran Linux® binaries was not true, since the code was not compiled in.

Part III. System Administration

The remaining chapters of the FreeBSD Handbook cover all aspects of FreeBSD system administration. Each chapter starts by describing what you will learn as a result of reading the chapter, and also details what you are expected to know before tackling the material.

These chapters are designed to be read when you need the information. You do not have to read them in any particular order, nor do you need to read all of them before you can begin using FreeBSD.

Table of Contents
12. Configuration and Tuning
12.1. Synopsis
12.2. Starting Services
12.3. Configuring cron(8)
12.4. Managing Services in FreeBSD
12.5. Setting Up Network Interface Cards
12.6. Virtual Hosts
12.7. Configuring System Logging
12.8. Configuration Files
12.9. Tuning with sysctl(8)
12.10. Tuning Disks
12.11. Tuning Kernel Limits
12.12. Adding Swap Space
12.13. Power and Resource Management
13. The FreeBSD Booting Process
13.1. Synopsis
13.2. FreeBSD Boot Process
13.3. Configuring Boot Time Splash Screens
13.4. Device Hints
13.5. Shutdown Sequence
14. Security
14.1. Synopsis
14.2. Introduction
14.3. One-time Passwords
14.4. TCP Wrapper
14.5. Kerberos
14.6. OpenSSL
14.7. VPN over IPsec
14.8. OpenSSH
14.9. Access Control Lists
14.10. Monitoring Third Party Security Issues
14.11. FreeBSD Security Advisories
14.12. Process Accounting
14.13. Resource Limits
15. Jails
15.1. Synopsis
15.2. Terms Related to Jails
15.3. Creating and Controlling Jails
15.4. Fine Tuning and Administration
15.5. Updating Multiple Jails
16. Mandatory Access Control
16.1. Synopsis
16.2. Key Terms
16.3. Understanding MAC Labels
16.4. Planning the Security Configuration
16.5. Available MAC Policies
16.6. User Lock Down
16.7. Nagios in a MAC Jail
16.8. Troubleshooting the MAC Framework
17. Security Event Auditing
17.1. Synopsis
17.2. Key Terms
17.3. Audit Configuration
17.4. Working with Audit Trails
18. Storage
18.1. Synopsis
18.2. Adding Disks
18.3. Resizing and Growing Disks
18.4. USB Storage Devices
18.5. Creating and Using CD Media
18.6. Creating and Using DVD Media
18.7. Creating and Using Floppy Disks
18.8. Backup Basics
18.9. Memory Disks
18.10. File System Snapshots
18.11. Disk Quotas
18.12. Encrypting Disk Partitions
18.13. Encrypting Swap
18.14. Highly Available Storage (HAST)
19. GEOM: Modular Disk Transformation Framework
19.1. Synopsis
19.2. RAID0 - Striping
19.3. RAID1 - Mirroring
19.4. RAID3 - Byte-level Striping with Dedicated Parity
19.5. Software RAID Devices
19.6. GEOM Gate Network
19.7. Labeling Disk Devices
19.8. UFS Journaling Through GEOM
20. File Systems Support
20.1. Synopsis
20.2. The Z File System (ZFS)
20.3. Linux® File Systems
21. Virtualization
21.1. Synopsis
21.2. FreeBSD as a Guest OS
21.3. FreeBSD as a Host with VirtualBox
21.4. FreeBSD as a Host with bhyve
22. Localization - i18n/L10n Usage and Setup
22.1. Synopsis
22.2. Using Localization
22.3. Finding i18n Applications
22.4. Locale Configuration for Specific Languages
23. Updating and Upgrading FreeBSD
23.1. Synopsis
23.2. FreeBSD Update
23.3. Updating the Documentation Set
23.4. Tracking a Development Branch
23.5. Synchronizing Source
23.6. Rebuilding World
23.7. Tracking for Multiple Machines
24. DTrace
24.1. Synopsis
24.2. Implementation Differences
24.3. Enabling DTrace Support
24.4. Using DTrace

Chapter 12. Configuration and Tuning

Written by Chern Lee.
Based on a tutorial written by Mike Smith.
Also based on tuning(7) written by Matt Dillon.

12.1. 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.

After reading this chapter, you will know:

  • The basics of rc.conf configuration and /usr/local/etc/rc.d startup scripts.

  • How to configure and test a network card.

  • How to configure virtual hosts on network devices.

  • How to use the various configuration files in /etc.

  • How to tune FreeBSD using sysctl(8) variables.

  • How to tune disk performance and modify kernel limitations.

Before reading this chapter, you should:

12.2. Starting Services

Contributed by Tom Rhodes.

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 mail/postfix or www/apache22 are just two of the many software packages which may be started during system initialization. This section explains the procedures available for starting third party software.

In FreeBSD, most included services, such as cron(8), are started through the system start up scripts.

12.2.1. Extended Application Configuration

Now that FreeBSD includes rc.d, configuration of application startup is easier and provides more features. Using the key words discussed in Section 12.4, “Managing Services in FreeBSD”, applications can be set to start after certain other services and extra flags can be passed through /etc/rc.conf in place of hard coded flags in the start up script. A basic script may look similar to the following:

#!/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"

This script will ensure that the provided utility will be started after the DAEMON pseudo-service. It also provides a method for setting and tracking the process ID (PID).

This application could then have the following line placed in /etc/rc.conf:

utility_enable="YES"

This method allows for easier manipulation of command line arguments, inclusion of the default functions provided in /etc/rc.subr, compatibility with rcorder(8), and provides for easier configuration via rc.conf.

12.2.2. Using Services to Start Services

Other services can be started using inetd(8). Working with inetd(8) and its configuration is described in depth in Section 28.2, “The inetd Super-Server”.

In some cases, it may make more sense to use cron(8) to start system services. This approach has a number of advantages as cron(8) runs these processes as the owner of the crontab(5). This allows regular users to start and maintain their own applications.

The @reboot feature of cron(8), may be used in place of the time specification. This causes the job to run when cron(8) is started, normally during system initialization.

12.3. Configuring cron(8)

Contributed by Tom Rhodes.

One of the most useful utilities in FreeBSD is cron. This utility runs in the background and regularly checks /etc/crontab for tasks to execute and searches /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 crontab(5). The format of the system crontab, /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 crontab which can be used to schedule tasks that do not exist in the system crontab.

Here is a sample entry from the system crontab, /etc/crontab:

# /etc/crontab - root's crontab for FreeBSD
#
# $FreeBSD: head/en_US.ISO8859-1/books/handbook/config/chapter.xml 45038 2014-06-09 03:58:34Z wblock $
# 1
SHELL=/bin/sh
PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin 2
#
#minute	hour	mday	month	wday	who	command 3
#
*/5	*	*	*	*	root	/usr/libexec/atrun 4

1

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.

2

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.

3

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.

4

This entry defines the values for this cron job. The */5, followed by several more * characters, specifies that /usr/libexec/atrun is invoked by root every five 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.

12.3.1. Creating a User Crontab

To create a user crontab, invoke crontab in editor mode:

% 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:

SHELL=/bin/sh
PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin
# 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:

0	14	*	*	*	/usr/home/dru/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:

env -i SHELL=/bin/sh PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin HOME=/home/dru LOGNAME=dru /usr/home/dru/bin/mycustomscript.sh

The environment set by cron is discussed in 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:

% crontab -l
0	14	*	*	*	/usr/home/dru/bin/mycustomscript.sh

To remove all of the cron jobs in a user crontab:

% crontab -r
remove crontab for dru? y

12.4. Managing Services in FreeBSD

Contributed by Tom Rhodes.

FreeBSD uses the rc(8) system of startup scripts during system initialization and for managing services. The scripts listed in /etc/rc.d provide basic services which can be controlled with the start, stop, and restart options to service(8). For instance, sshd(8) can be restarted with the following command:

# service sshd restart

This procedure can be used to start services on a running system. Services will be started automatically at boot time as specified in rc.conf(5). For example, to enable natd(8) at system startup, add the following line to /etc/rc.conf:

natd_enable="YES"

If a natd_enable="NO" line is already present, change the NO to YES. The rc(8) scripts will automatically load any dependent services during the next boot, as described below.

Since the 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 /etc/rc.conf variable is set. For instance, sshd restart will only work if sshd_enable is set to YES in /etc/rc.conf. To start, stop or restart a service regardless of the settings in /etc/rc.conf, these commands should be prefixed with one. For instance, to restart sshd(8) regardless of the current /etc/rc.conf setting, execute the following command:

# service sshd onerestart

To check if a service is enabled in /etc/rc.conf, run the appropriate rc(8) script with rcvar. This example checks to see if sshd(8) is enabled in /etc/rc.conf:

# service sshd rcvar
# sshd
#
sshd_enable="YES"
#   (default: "")

Note:

The # sshd line is output from the above command, not a root console.

To determine whether or not a service is running, use status. For instance, to verify that sshd(8) is running:

# service sshd status
sshd is running as pid 433.

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. Support for this feature is not included for every service.

The rc(8) system is used for network services and it also contributes to most of the system initialization. For instance, when the /etc/rc.d/bgfsck script is executed, it prints out the following message:

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, yp(8) and other RPC-based services may fail to start until after the rpcbind(8) service has started. To resolve this issue, information about dependencies and other meta-data is included in the comments at the top of each startup script. The rcorder(8) program is used to parse these comments during system initialization to determine the order in which system services should be invoked to satisfy the dependencies.

The following key word must be included in all startup scripts as it is required by rc.subr(8) to enable the startup script:

  • PROVIDE: Specifies the services this file provides.

The following key words may be included at the top of each startup script. They are not strictly necessary, but are useful as hints to rcorder(8):

  • REQUIRE: Lists services which are required for this service. The script containing this key word will run after the specified services.

  • BEFORE: Lists services which depend on this service. The script containing this key word will run before the specified services.

By carefully setting these keywords for each startup script, an administrator has a fine-grained level of control of the startup order of the scripts, without the need for runlevels used by some UNIX® operating systems.

Additional information can be found in rc(8) and rc.subr(8). Refer to this article for instructions on how to create custom rc(8) scripts.

12.4.1. Managing System-Specific Configuration

The principal location for system configuration information is /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 rc* files.

The entries in /etc/rc.conf override the default settings in /etc/defaults/rc.conf. The file containing the default settings should not be edited. Instead, all system-specific changes should be made to /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 /etc/rc.conf.local. For example, these entries in /etc/rc.conf apply to all systems:

sshd_enable="YES"
keyrate="fast"
defaultrouter="10.1.1.254"

Whereas these entries in /etc/rc.conf.local apply to this system only:

hostname="node1.example.org"
ifconfig_fxp0="inet 10.1.1.1/8"

Distribute /etc/rc.conf to every system using an application such as rsync or puppet, while /etc/rc.conf.local remains unique.

Upgrading the system will not overwrite /etc/rc.conf, so system configuration information will not be lost.

Tip:

Both /etc/rc.conf and /etc/rc.conf.local are parsed by sh(1). This allows system operators to create complex configuration scenarios. Refer to rc.conf(5) for further information on this topic.

12.5. Setting Up Network Interface Cards

Contributed by Marc Fonvieille.

Adding and configuring a network interface card (NIC) is a common task for any FreeBSD administrator.

12.5.1. Locating the Correct Driver

First, determine the model of the NIC and the chip it uses. FreeBSD supports a wide variety of NICs. Check the Hardware Compatibility List for the FreeBSD release to see if the NIC is supported.

If the NIC is supported, determine the name of the FreeBSD driver for the NIC. Refer to /usr/src/sys/conf/NOTES and /usr/src/sys/arch/conf/NOTES for the list of NIC drivers with some information about the supported chipsets. When in doubt, read the manual page of the driver as it will provide more information about the supported hardware and any known limitations of the driver.

The drivers for common NICs are already present in the GENERIC kernel, meaning the NIC should be probed during boot. The system's boot messages can be viewed by typing more /var/run/dmesg.boot and using the spacebar to scroll through the text. In this example, two Ethernet NICs using the dc(4) driver are present on the system:

dc0: <82c169 PNIC 10/100BaseTX> port 0xa000-0xa0ff mem 0xd3800000-0xd38
000ff irq 15 at device 11.0 on pci0
miibus0: <MII bus> on dc0
bmtphy0: <BCM5201 10/100baseTX PHY> PHY 1 on miibus0
bmtphy0:  10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto
dc0: Ethernet address: 00:a0:cc:da:da:da
dc0: [ITHREAD]
dc1: <82c169 PNIC 10/100BaseTX> port 0x9800-0x98ff mem 0xd3000000-0xd30
000ff irq 11 at device 12.0 on pci0
miibus1: <MII bus> on dc1
bmtphy1: <BCM5201 10/100baseTX PHY> PHY 1 on miibus1
bmtphy1:  10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto
dc1: Ethernet address: 00:a0:cc:da:da:db
dc1: [ITHREAD]

If the driver for the NIC is not present in GENERIC, but a driver is available, the driver will need to be loaded before the NIC can be configured and used. This may be accomplished in one of two ways:

  • The easiest way is to load a kernel module for the NIC using kldload(8). To also automatically load the driver at boot time, add the appropriate line to /boot/loader.conf. Not all NIC drivers are available as modules.

  • Alternatively, statically compile support for the NIC into a custom kernel. Refer to /usr/src/sys/conf/NOTES, /usr/src/sys/arch/conf/NOTES and the manual page of the driver to determine which line to add to the custom kernel configuration file. For more information about recompiling the kernel, refer to Chapter 9, Configuring the FreeBSD Kernel. If the NIC was detected at boot, the kernel does not need to be recompiled.

12.5.1.1. Using Windows® NDIS Drivers

Unfortunately, there are still many vendors that do not provide schematics for their drivers to the open source community because they regard such information as trade secrets. Consequently, the developers of FreeBSD and other operating systems are left with two choices: develop the drivers by a long and pain-staking process of reverse engineering or using the existing driver binaries available for Microsoft® Windows® platforms.

FreeBSD provides native support for the Network Driver Interface Specification (NDIS). It includes ndisgen(8) which can be used to convert a Windows® XP driver into a format that can be used on FreeBSD. Because the ndis(4) driver uses a Windows® XP binary, it only runs on i386™ and amd64 systems. PCI, CardBus, PCMCIA, and USB devices are supported.

To use ndisgen(8), three things are needed:

  1. FreeBSD kernel sources.

  2. A Windows® XP driver binary with a .SYS extension.

  3. A Windows® XP driver configuration file with a .INF extension.

Download the .SYS and .INF files for the specific NIC. Generally, these can be found on the driver CD or at the vendor's website. The following examples use W32DRIVER.SYS and W32DRIVER.INF.

The driver bit width must match the version of FreeBSD. For FreeBSD/i386, use a Windows® 32-bit driver. For FreeBSD/amd64, a Windows® 64-bit driver is needed.

The next step is to compile the driver binary into a loadable kernel module. As root, use ndisgen(8):

# ndisgen /path/to/W32DRIVER.INF /path/to/W32DRIVER.SYS

This command is interactive and prompts for any extra information it requires. A new kernel module will be generated in the current directory. Use kldload(8) to load the new module:

# kldload ./W32DRIVER_SYS.ko

In addition to the generated kernel module, the ndis.ko and if_ndis.ko modules must be loaded. This should happen automatically when any module that depends on ndis(4) is loaded. If not, load them manually, using the following commands:

# kldload ndis
# kldload if_ndis

The first command loads the ndis(4) miniport driver wrapper and the second loads the generated NIC driver.

Check dmesg(8) to see if there were any load errors. If all went well, the output should be similar to the following:

ndis0: <Wireless-G PCI Adapter> mem 0xf4100000-0xf4101fff irq 3 at device 8.0 on pci1
ndis0: NDIS API version: 5.0
ndis0: Ethernet address: 0a:b1:2c:d3:4e:f5
ndis0: 11b rates: 1Mbps 2Mbps 5.5Mbps 11Mbps
ndis0: 11g rates: 6Mbps 9Mbps 12Mbps 18Mbps 36Mbps 48Mbps 54Mbps

From here, ndis0 can be configured like any other NIC.

To configure the system to load the ndis(4) modules at boot time, copy the generated module, W32DRIVER_SYS.ko, to /boot/modules. Then, add the following line to /boot/loader.conf:

W32DRIVER_SYS_load="YES"

12.5.2. Configuring the Network Card

Once the right driver is loaded for the NIC, the card needs to be configured. It may have been configured at installation time by sysinstall(8).

To display the NIC configuration, enter the following command:

% ifconfig
dc0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> metric 0 mtu 1500
        options=80008<VLAN_MTU,LINKSTATE>
        ether 00:a0:cc:da:da:da
        inet 192.168.1.3 netmask 0xffffff00 broadcast 192.168.1.255
        media: Ethernet autoselect (100baseTX <full-duplex>)
        status: active
dc1: flags=8802<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> metric 0 mtu 1500
        options=80008<VLAN_MTU,LINKSTATE>
        ether 00:a0:cc:da:da:db
        inet 10.0.0.1 netmask 0xffffff00 broadcast 10.0.0.255
        media: Ethernet 10baseT/UTP
        status: no carrier
lo0: flags=8049<UP,LOOPBACK,RUNNING,MULTICAST> metric 0 mtu 16384
        options=3<RXCSUM,TXCSUM>
        inet6 fe80::1%lo0 prefixlen 64 scopeid 0x4
        inet6 ::1 prefixlen 128
        inet 127.0.0.1 netmask 0xff000000
        nd6 options=3<PERFORMNUD,ACCEPT_RTADV>

In this example, the following devices were