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    Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 5.1 Copyright IBM Corporation 2008

    Unit 2Installing Linux

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    Copyright IBM Corporation 2008

    Unit Objectives

    After completing this unit, you should be able to:

    Prepare a system for installation

    Install Linux from CD-ROM

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    Copyright IBM Corporation 2008

    Preparing a System for Installation

    Know your hardware.

    CPU, memory, keyboard, mouse

    Hard disks, CD-ROM players

    Graphical adapters, monitor capabilities

    Network adapters, IP addresses

    Printers

    Is all your hardware supported?

    Linux Hardware-HOWTO

    Distributors Hardware Compatibility List

    Hardware manufacturer If unsure, just try it!

    Make space for Linux partitions.

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    Know Your Hardware

    Obtain information from:

    Manuals

    Windows Control Panel

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    master boot record

    partition table

    Windows

    Linux /

    Linux /home

    Linux swap

    hda1: First primary partition holds a Windows filesystem.

    hda2: Second primary partition is an extended partition andholds three logical partitions.

    hda5: First logical partition holds a Linux filesystem that will

    be mounted as /.

    hda6: Second logical partition holds a Linux filesystem that

    will be mounted as /home.

    hda7: Third logical partition holds a Linux swap space.

    hda: The first sector of the disk contains the MBR and

    Partition Table.

    Partitioning Theory

    Partitioning is necessary on Intel-based computers.

    Maximum of four primary partitions.

    One primary partition can be an extended partition.

    An extended partition can hold an unlimited amount of logical

    partitions (but the OS might pose a limit anyway).

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    Partitioning Tools

    PartitionMagic

    Commercial program from PowerQuest

    Runs under MS-DOS and Windows

    Can create/,resize/,move/, and delete partitions

    GNU parted

    Can create/,resize/,move/, and delete partitions.

    QTParted is a graphical frontend for parted.

    fdisk

    Virtually every PC OS (Windows, OS/2, Linux) comes with a toolfdisk

    to create partitions for that OS.

    Disk Druid, YaST and others

    Partitioning programs integrated in install program

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    PartitionMagic

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    Installing Linux

    Boot system from bootable media.

    All modern PCs can boot from CD-ROM directly.

    Must be enabled in BIOS

    Otherwise, boot from floppy.

    Some distributions require additional disks.

    Disk images are usually stored on the CD-ROM.

    After booting, install from:

    Local CD-ROM/DVD

    Local Hard Disk

    Network

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    Installation Steps

    All installation programs need to perform essentially the same

    steps:1. Choose language, keyboard type, mouse type.

    2. Create partitions.

    3. Set up a boot loader.

    4. Configure network.5. Configure users and authentication.

    6. Select package groups.

    7. Configure X.

    8. Install Packages.

    9. Register.

    Order of steps might vary from distribution to distribution.

    Other steps might also be included.

    For example, firewall, printers, sound

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    Select Language, Keyboard, Mouse

    Select the language to be used during installation

    process. Different distributions support different languages.

    Select the keyboard layout.

    Different countries use different keyboard layouts.

    Dead (compose) keys allow you to input accented or special

    characters such as , , and so forth.

    Select your mouse.

    A mouse can be connected using a PS/2, USB or serial connector.

    If your mouse has only two buttons, you can emulate the third

    (middle) button by clicking both buttons simultaneously.

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    Install Class

    Some distributions have installation classes for typical users:

    Workstation

    Laptop

    Server

    ...

    A customclass allows you to make all decisions yourself:

    Packages to be installed

    Various configuration options

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    Disk Partitioning

    Linux installation requires you to create Linux partitions.

    At a minimum, create:

    Recommended:

    You might need or want to create other partitions:

    /usr /usr/local /var /tmp /opt /home

    /boot

    100 MB min.

    /

    1.5 GB min.

    swap

    512 - 4000 MB

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    Configure a Boot Loader

    A boot loader loads and starts the Linux kernel.

    Can boot other operating systems as well.

    OS/2, Windows, BeOS, ...

    Give each OS a unique label

    Can be password protected. Prevents users from passing boot parameters to Linux or booting

    any OS

    Should generally be configured in the MBR, unless another

    boot loader is used.

    Common Boot Loaders:

    LILO: Linux Loader

    GRUB: GRand Unified Boot Loader

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    Configure Network

    Most distributions configure your network adapter as part of

    the installation process. Ethernet

    Token Ring

    You need the following information:

    IP address

    Subnetmask

    Network address

    Broadcast address

    Hostname Default router/gateway

    DNS server addresses

    They can also be configured to use DHCP.

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    Configure Root and User Accounts

    root is the superuser of the system. It can do anything.

    It needs a strong password.

    Do not use your system as root unless you need to!

    Most distributions allow you to add user accounts during

    installation, too: Create a user account for every individual user that is going to use

    the system.

    Hint: You should enable shadow passwords and MD5encryption if available for additional security.

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    Select Package Groups

    Most distributions have grouped individual packages in

    package groups.

    Only select the package groups you need on your

    workstation.

    Selecting individual software packages is usually still possiblebut tedious.

    A typical distribution has over 1000 packages.

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    Configure X

    X (X Window System) is the graphical user interface of Linux.

    It needs to be configured for your system.

    Graphical adapter

    Monitor

    Most adapters and monitors can be autodetected. If not autodetected, select manually or use a generic adapter or

    monitor

    Usually customization is allowed:

    Resolution, Refresh rate

    Color Depth

    Test settings if possible.

    If nothing works, skip X configuration.

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    Other (Optional) Installation Screens

    Some distributions offer additional installation screens:

    Printer configuration

    Firewall configuration

    Sound card configuration

    Modem configuration

    Time Zone configuration

    Usually straightforward

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    Installing Packages

    Installing packages might take 5 minutes to several hours

    Most distributions provide a progress bar or total time indication orboth

    Some distributions provide some entertainment while installing.

    While installation is going on, various virtual terminals provide

    information on the progress. Switch between VTs using Ctrl-Alt-F1, Ctrl-Alt-F2, and so forth.

    Feed additional CDs when asked for.

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    Post-Install Configuration

    After installation has finished, your system reboots to activate

    the newly installed kernel. SUSE performs the reboot during installation.

    For almost all Linux distributions, this is the only reboot that is

    ever required.

    After reboot, some post-installation configuration might

    happen:

    Configure graphics

    Configure sound card

    Install documentation, updates, drivers

    Create user accounts

    Registration

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    Checkpoint

    1. True or False? Linux can coexist with Windows on the same

    hard disk.

    2. Which of the following steps is not essential in the

    installation process:

    a. Create partitions for Linuxb. Configure your printer

    c. Select your keyboard type

    d. Identify the packages to install

    3. What is the best source of information about your hardware?

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    Unit Summary

    Having completed this unit, you should be able to:

    Prepare a system for installation

    Install Linux from CD-ROM