DragonFly Handbook The DragonFly Documentation Project Copyright (c) 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004 The FreeBSD Documentation Project Copyright (c) 2004, 2005, 2006 The DragonFly Documentation Project Welcome to DragonFly! This handbook covers the installation and day to day use of the DragonFly operating system. This manual is a work in progress and is the work of many individuals. Many sections do not yet exist and some of those that do exist need to be updated. If you are interested in helping with this project, send email to the DragonFly Documentation project mailing list. The latest version of this document is always available from the DragonFly web site or mirror sites, in a variety of formats. Portions of this document originally documented use of the FreeBSD operating system. While many functions should be similar on DragonFly, some differences should be expected. If you find instructions here that no longer apply to DragonFly, please contact the documentation mailing list at DragonFly Documentation project mailing list . Redistribution and use in source (SGML DocBook) and 'compiled' forms (SGML, HTML, PDF, PostScript, RTF and so forth) with or without modification, are permitted provided that the following conditions are met: 1. Redistributions of source code (SGML DocBook) must retain the above copyright notice, this list of conditions and the following disclaimer as the first lines of this file unmodified. 2. Redistributions in compiled form (transformed to other DTDs, converted to PDF, PostScript, RTF and other formats) must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. 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MATLAB is a registered trademark of The MathWorks, Inc. SpeedTouch is a trademark of Thomson U.S. Robotics and Sportster are registered trademarks of U.S. Robotics Corporation. VMware is a trademark of VMware, Inc. Waterloo Maple and Maple are trademarks or registered trademarks of Waterloo Maple Inc. Mathematica is a registered trademark of Wolfram Research, Inc. XFree86 is a trademark of The XFree86 Project, Inc. Ogg Vorbis and Xiph.Org are trademarks of Xiph.Org. Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this document, and the FreeBSD Project was aware of the trademark claim, the designations have been followed by the ``(TM)'' or the ``(R)'' symbol. -------------------------------------------------------------- Table of Contents Preface I. Getting Started 1 Introduction 1.1 Synopsis 1.2 Welcome to DragonFly! 1.3 About the DragonFly Project 2 Installation from CD 2.1 CD Installation Overview 2.2 CD Installation - Making room 2.3 CD Installation - Disk setup 2.4 Installing to Disk from CD 2.5 CD Installation - Post-install cleanup 2.6 CD Installation - New system setup 3 UNIX Basics 3.1 Synopsis 3.2 Virtual Consoles and Terminals 3.3 Permissions 3.4 Directory Structure 3.5 Disk Organization 3.6 Mounting and Unmounting File Systems 3.7 Processes 3.8 Daemons, Signals, and Killing Processes 3.9 Shells 3.10 Text Editors 3.11 Devices and Device Nodes 3.12 Binary Formats 3.13 For More Information 4 Installing Applications using NetBSD's pkgsrc framework 4.1 Synopsis 4.2 Overview of Software Installation 4.3 Finding Your Application 4.4 Using the Binary Packages System 4.5 Using the pkgsrc(R) Source Tree 4.6 Post-installation Activities 4.7 Dealing with Broken Packages 5 The X Window System 5.1 Synopsis 5.2 Understanding X 5.3 Installing X11 5.4 X11 Configuration 5.5 Using Fonts in X11 5.6 The X Display Manager 5.7 Desktop Environments II. System Administration 6 Configuration and Tuning 6.1 Synopsis 6.2 Initial Configuration 6.3 Core Configuration 6.4 Application Configuration 6.5 Starting Services 6.6 Configuring the cron Utility 6.7 Using rc under DragonFly 6.8 Setting Up Network Interface Cards 6.9 Virtual Hosts 6.10 Configuration Files 6.11 Tuning with sysctl 6.12 Tuning Disks 6.13 Tuning Kernel Limits 6.14 Adding Swap Space 6.15 Power and Resource Management 6.16 Using and Debugging DragonFly ACPI 7 The DragonFly Booting Process 7.1 Synopsis 7.2 The Booting Problem 7.3 The Boot Manager and Boot Stages 7.4 Kernel Interaction During Boot 7.5 Init: Process Control Initialization 7.6 Shutdown Sequence 8 Users and Basic Account Management 8.1 Synopsis 8.2 Introduction 8.3 The Superuser Account 8.4 System Accounts 8.5 User Accounts 8.6 Modifying Accounts 8.7 Limiting Users 8.8 Personalizing Users 8.9 Groups 9 Configuring the DragonFly Kernel 9.1 Synopsis 9.2 Why Build a Custom Kernel? 9.3 Building and Installing a Custom Kernel 9.4 The Configuration File 9.5 Making Device Nodes 9.6 If Something Goes Wrong 10 Security 10.1 Synopsis 10.2 Introduction 10.3 Securing DragonFly 10.4 DES, MD5, and Crypt 10.5 One-time Passwords 10.6 Kerberos5 10.7 Firewalls 10.8 OpenSSL 10.9 VPN over IPsec 10.10 OpenSSH 11 Printing 11.1 Synopsis 11.2 Introduction 11.3 Basic Setup 11.4 Advanced Printer Setup 11.5 Using Printers 11.6 Alternatives to the Standard Spooler 11.7 Troubleshooting 12 Storage 12.1 Synopsis 12.2 Device Names 12.3 Adding Disks 12.4 RAID 12.5 Creating and Using Optical Media (CDs) 12.6 Creating and Using Optical Media (DVDs) 12.7 Creating and Using Floppy Disks 12.8 Creating and Using Data Tapes 12.9 Backups to Floppies 12.10 Backup Basics 12.11 Network, Memory, and File-Backed File Systems 12.12 File System Quotas 13 The Vinum Volume Manager 13.1 Synopsis 13.2 Disks Are Too Small 13.3 Access Bottlenecks 13.4 Data Integrity 13.5 Vinum Objects 13.6 Some Examples 13.7 Object Naming 13.8 Configuring Vinum 13.9 Using Vinum for the Root Filesystem 14 Localization - I18N/L10N Usage and Setup 14.1 Synopsis 14.2 The Basics 14.3 Using Localization 14.4 Compiling I18N Programs 14.5 Localizing DragonFly to Specific Languages 15 Desktop Applications 15.1 Synopsis 15.2 Browsers 15.3 Productivity 15.4 Document Viewers 15.5 Finance 15.6 Summary 16 Multimedia 16.1 Synopsis 16.2 Setting Up the Sound Card 16.3 MP3 Audio 16.4 Video Playback 16.5 Setting Up TV Cards 17 Serial Communications 17.1 Synopsis 17.2 Introduction 17.3 Terminals 17.4 Dial-in Service 17.5 Dial-out Service 17.6 Setting Up the Serial Console 18 PPP and SLIP 18.1 Synopsis 18.2 Using User PPP 18.3 Using Kernel PPP 18.4 Troubleshooting PPP Connections 18.5 Using PPP over Ethernet (PPPoE) 18.6 Using SLIP 19 Advanced Networking 19.1 Synopsis 19.2 Gateways and Routes 19.3 Wireless Networking 19.4 Bluetooth 19.5 Bridging 19.6 NFS 19.7 Diskless Operation 19.8 ISDN 19.9 NIS/YP 19.10 DHCP 19.11 DNS 19.12 NTP 19.13 Network Address Translation 19.14 The inetd ``Super-Server'' 19.15 Parallel Line IP (PLIP) 19.16 IPv6 20 Electronic Mail 20.1 Synopsis 20.2 Using Electronic Mail 20.3 sendmail Configuration 20.4 Changing Your Mail Transfer Agent 20.5 Troubleshooting 20.6 Advanced Topics 20.7 SMTP with UUCP 20.8 Setting up to send only 20.9 Using Mail with a Dialup Connection 20.10 SMTP Authentication 20.11 Mail User Agents 20.12 Using fetchmail 20.13 Using procmail 21 Updating DragonFly 21.1 Initial Setup 21.2 Configuration 21.3 Preparing to Update 21.4 Updating the System 22 Linux Binary Compatibility 22.1 Synopsis 22.2 Installation 22.3 Installing Mathematica(R) 22.4 Installing Maple(TM) 22.5 Installing MATLAB(R) 22.6 Installing Oracle(R) 22.7 Installing SAP(R) R/3(R) 22.8 Advanced Topics III. Appendices A. Obtaining DragonFly A.1 CDROM and DVD Publishers A.2 FTP Sites A.3 Using CVSup A.4 CVS Tags B. Bibliography B.1 Books & Magazines Specific to BSD 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 Magazines and Journals C. Resources on the Internet C.1 Mailing Lists C.2 Usenet Newsgroups C.3 World Wide Web Servers D. PGP Keys D.1 Developers Colophon List of Tables 3-1. Disk Device Codes 12-1. Physical Disk Naming Conventions 13-1. Vinum Plex Organizations 19-1. Wiring a Parallel Cable for Networking 19-2. Reserved IPv6 addresses List of Figures 13-1. Concatenated Organization 13-2. Striped Organization 13-3. RAID-5 Organization 13-4. A Simple Vinum Volume 13-5. A Mirrored Vinum Volume 13-6. A Striped Vinum Volume 13-7. A Mirrored, Striped Vinum Volume List of Examples 3-1. Sample Disk, Slice, and Partition Names 3-2. Conceptual Model of a Disk 4-1. Downloading a Package Manually and Installing It Locally 6-1. Creating a Swapfile 7-1. boot0 Screenshot 7-2. boot2 Screenshot 7-3. An Insecure Console in /etc/ttys 8-1. Configuring adduser and adding a user 8-2. rmuser Interactive Account Removal 8-3. Interactive chpass by Superuser 8-4. Interactive chpass by Normal User 8-5. Changing Your Password 8-6. Changing Another User's Password as the Superuser 8-7. Adding a Group Using pw(8) 8-8. Adding Somebody to a Group Using pw(8) 8-9. Using id(1) to Determine Group Membership 10-1. Using SSH to Create a Secure Tunnel for SMTP 12-1. Using dump over ssh 12-2. Using dump over ssh with RSH set 12-3. A Script for Creating a Bootable Floppy 12-4. Using vnconfig to Mount an Existing File System Image 12-5. Creating a New File-Backed Disk with vnconfig 12-6. md Memory Disk 17-1. Adding Terminal Entries to /etc/ttys 19-1. Mounting an Export with amd 19-2. Branch Office or Home Network 19-3. Head Office or Other LAN 19-4. Sending inetd a HangUP Signal 20-1. Configuring the sendmail Access Database 20-2. Mail Aliases 20-3. Example Virtual Domain Mail Map -------------------------------------------------------------- Preface Intended Audience The DragonFly newcomer will find that the first section of this book guides the user through the DragonFly installation process and gently introduces the concepts and conventions that underpin UNIX(R). 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 travelled this far, the second, far larger, section of the Handbook is a comprehensive reference to all manner of topics of interest to DragonFly 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. Organization of This Book This book is split into three logically distinct sections. The first section, Getting Started, covers the installation and basic usage of DragonFly. It is expected that the reader will follow these chapters in sequence, possibly skipping chapters covering familiar topics. The second section, System Administration, covers a broad collection of subjects that are of interest to more advanced DragonFly users. Each section 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 contains appendices of reference information. Chapter 1, Introduction Introduces DragonFly to a new user. It describes the history of the DragonFly Project, its goals and development model. Chapter 2, Installation Walks a user through the entire installation process. Some advanced installation topics, such as installing through a serial console, are also covered. Chapter 3, UNIX Basics Covers the basic commands and functionality of the DragonFly operating system. If you are familiar with Linux or another flavor of UNIX then you can probably skip this chapter. Chapter 4, Installing Applications Covers the installation of third-party software using NetBSD(R)'s Packages Collection pkgsrc(R). Chapter 5, The X Window System Describes the X Window System in general and using XFree86(TM) and X.org on DragonFly in particular. Also describes common desktop environments such as KDE and GNOME. Chapter 6, Configuration and Tuning Describes the parameters available for system administrators to tune a DragonFly system for optimum performance. Also describes the various configuration files used in DragonFly and where to find them. Chapter 7, Booting Process Describes the DragonFly boot process and explains how to control this process with configuration options. Chapter 8, Users and Basic Account Management Describes the creation and manipulation of user accounts. Also discusses resource limitations that can be set on users and other account management tasks. Chapter 9, Configuring the DragonFly 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, Security Describes many different tools available to help keep your DragonFly system secure, including Kerberos, IPsec, OpenSSH, and network firewalls. Chapter 11, Printing Describes managing printers on DragonFly, including information about banner pages, printer accounting, and initial setup. Chapter 12, Storage Describes how to manage storage media and filesystems with DragonFly. This includes physical disks, RAID arrays, optical and tape media, memory-backed disks, and network filesystems. Chapter 13, Vinum Describes how to use Vinum, a logical volume manager which provides device-independent logical disks, and software RAID-0, RAID-1 and RAID-5. Chapter 14, Localization Describes how to use DragonFly in languages other than English. Covers both system and application level localization. Chapter 15, Desktop Applications Lists some common desktop applications, such as web browsers and productivity suites, and describes how to install them on DragonFly. Chapter 16, Multimedia Shows how to set up sound and video playback support for your system. Also describes some sample audio and video applications. Chapter 17, Serial Communications Explains how to connect terminals and modems to your DragonFly system for both dial in and dial out connections. Chapter 18, PPP and SLIP Describes how to use PPP, SLIP, or PPP over Ethernet to connect to remote systems with DragonFly. Chapter 19, Advanced Networking Describes many networking topics, including sharing an Internet connection with other computers on your LAN, using network filesystems, sharing account information via NIS, setting up a name server, and much more. Chapter 20, Electronic Mail Explains the different components of an email server and dives into simple configuration topics for the most popular mail server software: sendmail. Section 21.1, Updating DragonFly Describes the development paths of DragonFly, and how to stay up-to-date. Chapter 22, Linux Binary Compatibility Describes the Linux compatibility features of DragonFly. Also provides detailed installation instructions for many popular Linux applications such as Oracle(R), SAP(R) R/3(R), and Mathematica(R). Appendix A, Obtaining DragonFly Lists different sources for obtaining DragonFly media on CDROM or DVD as well as different sites on the Internet that allow you to download and install DragonFly. 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 DragonFly users to post questions and engage in technical conversations about DragonFly. Appendix D, PGP Keys Lists the PGP fingerprints of several DragonFly 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 # indicate a command that must be invoked as the superuser in DragonFly. 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 Examples starting with E:\> indicate a MS-DOS(R) command. Unless otherwise noted, these commands may be executed from a ``Command Prompt'' window in a modern Microsoft(R) Windows(R) environment. E:\> tools\fdimage floppies\kern.flp A: 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. The DragonFly Handbook was originally built from an edition of the FreeBSD Handbook. The FreeBSD Handbook was created by the collective hard work of hundreds of people, and the DragonFly Documentation Team appreciates all their labor. Included here is a list of all individually identified people and corporations that contributed resources to this handbook. Eric Anderson, Satoshi Asami, Bojan Bistrovic, Neil Blakey-Milner, Andrew Boothman, Harti Brandt, Jim Brown, BSDi, Andrey A. Chernov, Peter Childs, Munish Chopra, Joe Marcus Clarke, Nik Clayton, Mark Dapoz, Matt Dillon, Jean-Franc,ois Dockes, Alex Dupre, Josef El-Rayes, Udo Erdelhoff, Marc Fonvieille, Dirk Fro:mberg, Robert Getschmann, James Gorham, Lucky Green, Coranth Gryphon, Jake Hamby, Brian N. Handy, Guy Helmer, Al Hoang, Tillman Hodgson, Jordan Hubbard, Robert Huff, Tom Hukins, Christophe Juniet, Poul-Henning Kamp, Aaron Kaplan, Martin Karlsson, Sean Kelly, Seth Kingsley, Holger Kipp, Nate Lawson, Chern Lee, Greg Lehey, John Lind, Ross Lippert, Bill Lloyd, Pav Lucistnik, Julio Merino, Mike Meyer, Hellmuth Michaelis, Jim Mock, Marcel Moolenaar, Moses Moore, Bill Moran, Rich Murphey, Mark Murray, Alex Nash, Gregory Neil Shapiro, David O'Brien, Eric Ogren, Gary Palmer, Hiten M. Pandya, Bill Paul, Dan Pelleg, Steve Peterson, John Polstra, Andy Polyakov, Randy Pratt, Jeremy C. Reed, Tom Rhodes, Trev Roydhouse, Peter Schultz, Piero Serini, Christopher Shumway, Marc Silver, Mike Smith, Brian Somers, Gennady B. Sorokopud, Wylie Stilwell, Murray Stokely, Greg Sutter, Bill Swingle, Valentino Vaschetto, Robert Watson, Wind River Systems, Michael C. Wu, and Kazutaka YOKOTA. I. Getting Started This part of the DragonFly Handbook is for users and administrators who are new to DragonFly. These chapters: * Introduce you to DragonFly. * 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 DragonFly. * 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 2 Installation from CD 3 UNIX Basics 4 Installing Applications using NetBSD's pkgsrc framework 5 The X Window System -------------------------------------------------------------- Chapter 1 Introduction Restructured, reorganized, and parts rewritten by Jim Mock. 1.1 Synopsis Thank you for your interest in DragonFly! The following chapter covers various aspects of the DragonFly Project, such as its history, goals, development model, and so on. After reading this chapter, you will know: * How DragonFly relates to other computer operating systems. * The history of the DragonFly Project. * The goals of the DragonFly Project. * The basics of the DragonFly open-source development model. * And of course: where the name ``DragonFly'' comes from. -------------------------------------------------------------- 1.2 Welcome to DragonFly! DragonFly is a 4.4BSD-Lite based operating system for Intel (x86). A port to AMD64 is in progress. You can also read about the history of DragonFly, or the current release. -------------------------------------------------------------- 1.2.1 What Can DragonFly Do? DragonFly 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 DragonFly 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 SLIP, PPP, NFS, DHCP, and NIS. This means that your DragonFly 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. * DragonFly is a 32-bit operating system. * The industry standard X Window System (X11R6) provides a graphical user interface (GUI) for the cost of a common VGA card and monitor 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 pkgsrc 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. DragonFly 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, C++, Fortran, and Perl 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! DragonFly is based on the 4.4BSD-Lite release from Computer Systems Research Group (CSRG) at the University of California at Berkeley, along with later development of FreeBSD by the FreeBSD Project. It carries on the distinguished tradition of BSD systems development. In addition to the fine work provided by CSRG, the DragonFly Project has put in many thousands of hours in fine tuning the system for maximum performance and reliability in real-life load situations. As many of the commercial giants struggle to field PC operating systems with such features, performance and reliability, DragonFly can offer them now! The applications to which DragonFly 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 DragonFly too! DragonFly 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 DragonFly 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 DragonFly: * Internet Services: The robust TCP/IP networking built into DragonFly makes it an ideal platform for a variety of Internet services such as: * FTP servers * World Wide Web servers (standard or secure [SSL]) * Firewalls and NAT (``IP masquerading'') gateways * Electronic Mail servers * USENET News or Bulletin Board Systems * And more... With DragonFly, you can easily start out small with an inexpensive 386 class PC and upgrade all the way up to a quad-processor Xeon with RAID storage as your enterprise grows. * 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 DragonFly 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, DragonFly is an excellent platform for research in operating systems as well as other branches of computer science. DragonFly'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? DragonFly can easily turn that unused older PC sitting in the corner into an advanced router with sophisticated packet-filtering capabilities. * X Window workstation: DragonFly is a fine choice for an inexpensive X terminal solution, either using the freely available XFree86 or X.org servers or one of the excellent commercial servers provided by Xi Graphics. Unlike an X terminal, DragonFly allows many applications to be run locally if desired, thus relieving the burden on a central server. DragonFly can even boot ``diskless'', making individual workstations even cheaper and easier to administer. * Software Development: The basic DragonFly system comes with a full complement of development tools including the renowned GNU C/C++ compiler and debugger. DragonFly is available via anonymous FTP or CVS. Please see Appendix A for more information about obtaining DragonFly. -------------------------------------------------------------- 1.3 About the DragonFly 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 DragonFly Matthew Dillon, one of the developers for FreeBSD, was growing increasingly frustrated with the FreeBSD Project's direction for release 5. The FreeBSD 5 release had been delayed multiple times, and had performance problems compared to earlier releases of FreeBSD. DragonFly was announced in June of 2003. The code base was taken from the 4.8 release of FreeBSD, which offered better performance and more complete features. Development has proceeded at a very quick rate since then, with Matt Dillon and a small group of developers fixing longstanding BSD bugs and modernizing the new DragonFly system. -------------------------------------------------------------- 1.3.2 DragonFly Project Goals DragonFly is an effort to maintain the traditional BSD format -- lean, stable code -- along with modern features such as lightweight threads, a workable packaging system, and a revised VFS. Underpinning all this work is efficient support for multiple processors, something rare among open source systems. Because DragonFly is built on an existing very stable code base, it is possible to make these radical changes as part of an incremental process. -------------------------------------------------------------- 1.3.3 The DragonFly Development Model Written by Justin Sherrill. DragonFly is developed by many people around the world. There is no qualification process; anyone may submit his or her code, documentation, or designs, for use in the Project. Here is a general description of the Project's organizational structure. The CVS repository Source for DragonFly is kept in CVS (Concurrent Versions System), which is available with each DragonFly install. The primary CVS repository resides on a machine in California, USA. Documentation on obtaining the DragonFly source is available elsewhere in this book. Commit access The best way of getting changes made to the DragonFly source is to mail the submit mailing list. Including desired source code changes (unified diff format is best) is the most useful format. A certain number of developers have access to commit changes to the DragonFly source, and can do so after review on that list. The DragonFly development model is loose; changes to the code are generally peer-reviewed and added when any objections have been corrected. There is no formal entry/rejection process, though final say on all code submissions goes to Matt Dillon, as originator of this project. -------------------------------------------------------------- 1.3.4 The Current DragonFly Release DragonFly is a freely available, full source 4.4BSD-Lite based release for Intel i386(TM), i486(TM), Pentium(R), Pentium Pro, Celeron(R), Pentium II, Pentium III, Pentium 4 (or compatible), and Xeon(TM) based computer systems. It is based primarily on FreeBSD 4.8, and includes enhancements from U.C. Berkeley's CSRG group, NetBSD, OpenBSD, 386BSD, and the Free Software Foundation. A number of additional documents which you may find very helpful in the process of installing and using DragonFly may now also be found in the /usr/share/doc directory on any machine. The most up-to-date documentation can be found at http://www.dragonflybsd.org/. -------------------------------------------------------------- 1.3.5 "DragonFly" Origin Matthew Dillon happened to take a picture of a dragonfly in his garden while trying to come up with a name for this new branch of BSD. Taking this as inspiration, "DragonFly" became the new name. -------------------------------------------------------------- Chapter 2 Installation from CD Written by Markus Schatzl and Justin Sherrill. 2.1 CD Installation Overview This document describes the installation of DragonFly BSD on a plain i386 machine. This process uses a bootable DragonFly CD, usually referred to as a 'live CD'. This CD is available at one of the current mirrors, which distribute the images by various protocols. The authorative list can be found at the DragonFly website. This document may be superseded by the /README file located on the live CD, which may reflect changes made after this document was last updated. Check that README for any last-minute changes and for an abbreviated version of this installation process. The DragonFly development team is working on an automatic installation tool, which simplifies the partitioning and installation processes. Until this tool is in place, the manual process here is required. Some experience with BSD-style tools is recommended. Caution: While this guide covers installing to a computer with an existing non-DragonFly operating system, take no chances! Back up any data on your disk drives that you want to save. When installing to an old machine, it may not be possible to boot from a CD. Use a bootmanager on a floppy in those cases, such as Smart Bootmanager. Caution: Always be sure of the target disk for any command. Unless otherwise specified, each command here assumes the first disk in the IDE chain is the target. (ad0) Adjust commands as needed. -------------------------------------------------------------- 2.2 CD Installation - Making room 2.2.1 DragonFly as the only operating system If DragonFly is to be the only operating system on the target computer, preparing the disk is a short and simple process. Boot with the live CD, and log in as root to reach a command prompt. First, the master boot record (MBR) must be cleared of any old information. This command clears all old data off your disk by writing zeros (if=/dev/zero) onto the system's master ata drive (of=/dev/ad0). # dd if=/dev/zero of=/dev/ad0 bs=32k count=16 The now-empty disk must be formatted. Important: This will destroy any existing data on a disk. Do this only if you plan to dedicate this disk to DragonFly. # fdisk -I ad0 # fdisk -B ad0 -------------------------------------------------------------- 2.2.2 Multiple operating systems on one hard disk This example assumes that the target computer for installation has at least one operating system installed that needs to survive the installation process. A new partition for DragonFly needs to be created from the existing partition(s) that otherwise fill the disk. There must be unused space within the existing partition in order to resize it. Important: The new partition is created from empty space in an existing partition. For example, an 18 gigabyte disk that has 17 gigabytes of existing data in the existing partition will only have 1 gigabyte available for the new partition. Partition resizing needs to be accomplished with a third-party tool. Commercial programs such as Partition Magic can accomplish these tasks. Free tools exist that can be adapted to this task, such as 'GNU parted', found on the Knoppix CD, or PAUD. Create a new partition of at least 5-6 gigabytes. It is possible to install within a smaller amount of disk space, but this will create problems not covered by this document. The newly created partition does not need to be formatted; the rest of the installation process treats that new partiton as a new disk. -------------------------------------------------------------- 2.2.3 Multiple operating systems, multiple hard disks Installing DragonFly to a separate disk removes the need for partition resizing, and is generally safer when trying to preserve an existing operating system installation. This type of installation is very similar to installing DragonFly as the only operating system. The only difference is the disk named in each command. -------------------------------------------------------------- 2.3 CD Installation - Disk setup 2.3.1 Disk formatting The slice layout on the newly formatted disk or partition needs to be set up, using this command. # fdisk -u If there are multiple operating systems on the disk, pick the correct partition judging by what partitions were created earlier with a resizing tool. -------------------------------------------------------------- 2.3.2 Boot block installation The 'ad0' here refers to the first disk on the first IDE bus of a computer. Increment the number if the target disk is farther down the chain. For example, the master disk on the second IDE controller would be 'ad2'. # boot0cfg -B ad0 # boot0cfg -v ad0 -s SLICE, where SLICE is a number, controls which slice on disk is used by boot0cfg to start from. By default, this number is 1, and will only need modification if a different slice contains DragonFly. Use -o packet as an option to boot0cfg if the DragonFly partition is located beyond cylinder 1023 on the disk. This location problem usually only happens when another operating system is taking up more than the first 8 gigabytes of disk space. This problem cannot happen if DragonFly is installed to a dedicated disk -------------------------------------------------------------- 2.3.3 Disklabel If DragonFly is installed anywhere but the first partition of the disk, the device entry for that partition will have to be created. Otherwise, the device entry is automatically created. Refer to this different partition instead of the 'ad0s1a' used in later examples. # cd /dev; ./MAKEDEV ad0s2 The partition needs to be created on the DragonFly disk. # disklabel -B -r -w ad0s1 auto Using /etc/disklabel.ad0s1 as an example, issue the following command to edit the disklabel for the just-created partition. # disklabel -e ad0s1 +----------------------------------------------------------------+ | Partition | Size | Mountpoint | |-----------+-------------+--------------------------------------| | ad0s2a | 256m | / | |-----------+-------------+--------------------------------------| | ad0s2b | 1024m | swap | |-----------+-------------+--------------------------------------| | ad0s2c | leave alone | This represents the whole slice. | |-----------+-------------+--------------------------------------| | ad0s2d | 256m | /var | |-----------+-------------+--------------------------------------| | ad0s2e | 256m | /tmp ! | |-----------+-------------+--------------------------------------| | ad0s2f | 8192m | /usr - This should be at least 4096m | |-----------+-------------+--------------------------------------| | ad0s2g | * | /home - This holds 'everything else' | +----------------------------------------------------------------+ -------------------------------------------------------------- 2.3.4 Partition Format newfs will format each individual partition. # newfs /dev/ad0s1a # newfs -U /dev/ad0s1d # newfs -U /dev/ad0s1e # newfs -U /dev/ad0s1f # newfs -U /dev/ad0s1g Note: The -U option is not used for the root partition, since / is usually relatively small. Softupdates can cause it to run out of space while under a lot of disk activity, such as a buildworld. Note: The command listing skips directly from ad0s1a to ad0s1d. This is because /dev/ad0s1b is used as swap and does not require formatting; ad0s1c refers to the entire disk and should not be formatted. -------------------------------------------------------------- 2.4 Installing to Disk from CD Since the Live CD contains all needed data to create a running DragonFly system, the simplest installation possible is to copy the Live CD data to the newly formatted disk/partition created in previous steps. These commands mount the newly created disk space and create the appropriate directories on it. # mount /dev/ad0s1a /mnt # mkdir /mnt/var # mkdir /mnt/tmp # mkdir /mnt/usr # mkdir /mnt/home # mount /dev/ad0s1d /mnt/var # mount /dev/ad0s1e /mnt/tmp # mount /dev/ad0s1f /mnt/usr # mount /dev/ad0s1g /mnt/home cpdup duplicates data from one volume to another. These commands copy data from the Live CD to the newly created directories on the mounted disk. Each step can take some time, depending on disk speed. # cpdup / /mnt # cpdup /var /mnt/var # cpdup /etc /mnt/etc # cpdup /dev /mnt/dev # cpdup /usr /mnt/usr Note: Nothing is copied to the /tmp directory that was created in the previous step. This is not an error, since /tmp is intended only for temporary storage. -------------------------------------------------------------- 2.5 CD Installation - Post-install cleanup /tmp and /var/tmp are both often used as temporary directories. Since use is not consistent from application to application, it is worthwhile to create /tmp as a link to /var/tmp so space is not wasted in duplication. # chmod 1777 /mnt/tmp # rm -fr /mnt/var/tmp # ln -s /tmp /mnt/var/tmp Note: /tmp will not work until the computer is rebooted. The file /etc/fstab describes the disk partition layout. However, the version copied to the target disk only reflects the Live CD layout. The installed /mnt/fstab.example can be used as a starting point for creating a new /etc/fstab. # vi /mnt/etc/fstab.example # mv /mnt/etc/fstab.example /mnt/etc/fstab A corrupted disklabel will render a disk useless. While this is thankfully very rare, having a backup of the new install's disklabel may stave off disaster at some point in the future. This is optional. (Adjust the slice name to reflect the actual installation.) # disklabel ad0s1 > /mnt/etc/disklabel.backup Note: Nothing is copied to the /tmp directory that was created in the previous step. This is not an error, since /tmp is intended only for temporary storage. Remove some unnecessary files copied over from the Live CD. # rm /mnt/boot/loader.conf # rm /mnt/boot.catalog # rm -r /mnt/rr_moved The system can now be rebooted. Be sure to remove the Live CD from the CDROM drive so that the computer can boot from the newly-installed disk. # reboot Note: Use the reboot command so that the disk can be unmounted cleanly. Hitting the power or reset buttons, while it won't hurt the Live CD, can leave the mounted disk in a inconsistent state. If the system refuses to boot, there are several options to try: * Old bootblocks can interfere with the initialization-process. To avoid this, zero-out the MBR. "of" should be changed to the correct disk entry if ad0 is not the targeted installation disk. # dd if=/dev/zero of=/dev/ad0 bs=32 count=16 * It is possible that the DragonFly slice is beyond cylinder 1023 on the hard disk, and can't be detected. Packet mode can fix this problem. # boot0cfg -o packet ad0 * If you can select CHS or LBA mode in your BIOS, try changing the mode to LBA. After a successful boot from the newly installed hard drive, the timezone should be set. Use the command tzsetup to set the appropriate time zone. # tzsetup -------------------------------------------------------------- 2.6 CD Installation - New system setup Once the new DragonFly system is booting from disk, there are a number of steps that may be useful before working further. The file /etc/rc.conf controls a number of options for booting the system. -------------------------------------------------------------- 2.6.1 Setting up rc.conf Depending on location, a different keyboard map may be needed. This is only necessary for computers outside of North America. # kbdmap Pick the appropriate keyboard map and remember the name. Place this name in /etc/rc.conf. For example: keymap="german.iso.kbd" The file /etc/rc.conf matches the one on the Live CD. Since it is now on an installed system are no longer running in a read-only environment, some changes should be made. Changes to this file will take effect after the next boot of the machine. These lines can be removed. syslogd_enable="NO" xntpd_enable="NO" cron_enable="NO" For a system which uses USB, this line will need to be modified to a value of "YES": usbd_enable="NO" inetd controls various small servers like telnet or ftp. By default, all servers are off, and must be individually uncommented in /etc/inetd.conf to start them. This is optional. inetd_enable="YES" # Run the network daemon dispatcher (YES/NO). inetd_program="/usr/sbin/inetd" # path to inetd, if you want a different one. inetd_flags="-wW" # Optional flags to inetd -------------------------------------------------------------- 2.6.2 Network Setup For acquiring an IP address through DHCP, place this entry in /etc/rc.conf, using the appropriate card name. (ep0 is used as an example here.) ifconfig_ep0="DHCP" For a fixed IP, /etc/rc.conf requires a few more lines of data. (Again, ep0 is used as an example here.) Supply the correct local values for IP, netmask, and default router. The hostname should reflect what is entered in DNS for this computer. ifconfig_ep0="inet 123.234.345.456 netmask 255.255.255.0" hostname="myhostname" defaultrouter="654.543.432.321" -------------------------------------------------------------- Chapter 3 UNIX Basics Rewritten by Chris Shumway. 3.1 Synopsis The following chapter will cover the basic commands and functionality of the DragonFly operating system. Much of this material is relevant for any UNIX-like operating system. Feel free to skim over this chapter if you are familiar with the material. If you are new to DragonFly, then you will definitely want to read through this chapter carefully. After reading this chapter, you will know: * How to use the ``virtual consoles'' of DragonFly. * How UNIX file permissions work along with understanding file flags in DragonFly. * The default DragonFly file system layout. * The DragonFly disk organization. * How to mount and unmount file systems. * What processes, daemons, and signals are. * What a shell is, and how to change your default login environment. * How to use basic text editors. * What devices and device nodes are. * What binary format is used under DragonFly. * How to read manual pages for more information. -------------------------------------------------------------- 3.2 Virtual Consoles and Terminals DragonFly can be used in various ways. One of them is typing commands to a text terminal. A lot of the flexibility and power of a UNIX operating system is readily available at your hands when using DragonFly this way. This section describes what ``terminals'' and ``consoles'' are, and how you can use them in DragonFly. -------------------------------------------------------------- 3.2.1 The Console If you have not configured DragonFly to automatically start a graphical environment during startup, the system will present you with a login prompt after it boots, right after the startup scripts finish running. You will see something similar to: Additional ABI support:. Local package initialization:. Additional TCP options:. Fri Sep 20 13:01:06 EEST 2002 DragonFlyBSD/i386 (pc3.example.org) (ttyv0) login: The messages might be a bit different on your system, but you will see something similar. The last two lines are what we are interested in right now. The second last line reads: DragonFlyBSD/i386 (pc3.example.org) (ttyv0) This line contains some bits of information about the system you have just booted. You are looking at a ``DragonFlyBSD'' console, running on an Intel or compatible processor of the x86 architecture[1]. The name of this machine (every UNIX machine has a name) is pc3.example.org, and you are now looking at its system console--the ttyv0 terminal. Finally, the last line is always: login: This is the part where you are supposed to type in your ``username'' to log into DragonFly. The next section describes how you can do this. -------------------------------------------------------------- 3.2.2 Logging into DragonFly DragonFly is a multiuser, multiprocessing system. This is the formal description that is usually given to a system that can be used by many different people, who simultaneously run a lot of programs on a single machine. Every multiuser system needs some way to distinguish one ``user'' from the rest. In DragonFly (and all the UNIX-like operating systems), this is accomplished by requiring that every user must ``log into'' the system before being able to run programs. Every user has a unique name (the ``username'') and a personal, secret key (the ``password''). DragonFly will ask for these two before allowing a user to run any programs. Right after DragonFly boots and finishes running its startup scripts[2], it will present you with a prompt and ask for a valid username: login: For the sake of this example, let us assume that your username is john. Type john at this prompt and press Enter. You should then be presented with a prompt to enter a ``password'': login: john Password: Type in john's password now, and press Enter. The password is not echoed! You need not worry about this right now. Suffice it to say that it is done for security reasons. If you have typed your password correctly, you should by now be logged into DragonFly and ready to try out all the available commands. You should see the MOTD or message of the day followed by a command prompt (a #, $, or % character). This indicates you have successfully logged into DragonFly. -------------------------------------------------------------- 3.2.3 Multiple Consoles Running UNIX commands in one console is fine, but DragonFly can run many programs at once. Having one console where commands can be typed would be a bit of a waste when an operating system like DragonFly can run dozens of programs at the same time. This is where ``virtual consoles'' can be very helpful. DragonFly can be configured to present you with many different virtual consoles. You can switch from one of them to any other virtual console by pressing a couple of keys on your keyboard. Each console has its own different output channel, and DragonFly takes care of properly redirecting keyboard input and monitor output as you switch from one virtual console to the next. Special key combinations have been reserved by DragonFly for switching consoles[3]. You can use Alt-F1, Alt-F2, through Alt-F8 to switch to a different virtual console in DragonFly. As you are switching from one console to the next, DragonFly takes care of saving and restoring the screen output. The result is an ``illusion'' of having multiple ``virtual'' screens and keyboards that you can use to type commands for DragonFly to run. The programs that you launch on one virtual console do not stop running when that console is not visible. They continue running when you have switched to a different virtual console. -------------------------------------------------------------- 3.2.4 The /etc/ttys File The default configuration of DragonFly will start up with eight virtual consoles. This is not a hardwired setting though, and you can easily customize your installation to boot with more or fewer virtual consoles. The number and settings of the virtual consoles are configured in the /etc/ttys file. You can use the /etc/ttys file to configure the virtual consoles of DragonFly. Each uncommented line in this file (lines that do not start with a # character) contains settings for a single terminal or virtual console. The default version of this file that ships with DragonFly configures nine virtual consoles, and enables eight of them. They are the lines that start with ttyv: # name getty type status comments # ttyv0 "/usr/libexec/getty Pc" cons25 on secure # Virtual terminals ttyv1 "/usr/libexec/getty Pc" cons25 on secure ttyv2 "/usr/libexec/getty Pc" cons25 on secure ttyv3 "/usr/libexec/getty Pc" cons25 on secure ttyv4 "/usr/libexec/getty Pc" cons25 on secure ttyv5 "/usr/libexec/getty Pc" cons25 on secure ttyv6 "/usr/libexec/getty Pc" cons25 on secure ttyv7 "/usr/libexec/getty Pc" cons25 on secure ttyv8 "/usr/pkg/xorg/bin/xdm -nodaemon" xterm off secure For a detailed description of every column in this file and all the options you can use to set things up for the virtual consoles, consult the ttys(5) manual page. -------------------------------------------------------------- 3.2.5 Single User Mode Console A detailed description of what ``single user mode'' is can be found in Section 7.5.2. It is worth noting that there is only one console when you are running DragonFly in single user mode. There are no virtual consoles available. The settings of the single user mode console can also be found in the /etc/ttys file. Look for the line that starts with console: # 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 Note: As the comments above the console line indicate, you can edit this line and change secure to insecure. If you do that, when DragonFly boots into single user mode, it will still ask for the root password. Be careful when changing this to insecure. If you ever forget the root password, booting into single user mode is a bit involved. It is still possible, but it might be a bit hard for someone who is not very comfortable with the DragonFly booting process and the programs involved. -------------------------------------------------------------- 3.3 Permissions DragonFly, being a direct descendant of BSD UNIX, is based on several key UNIX concepts. The first and most pronounced is that DragonFly is a multi-user operating system. The system can handle several users all working simultaneously on completely unrelated tasks. The system is responsible for properly sharing and managing requests for hardware devices, peripherals, memory, and CPU time fairly to each user. Because the system is capable of supporting multiple users, everything the system manages has a set of permissions governing who can read, write, and execute the resource. These permissions are stored as three octets broken into three pieces, one for the owner of the file, one for the group that the file belongs to, and one for everyone else. This numerical representation works like this: Value Permission Directory Listing 0 No read, no write, no execute --- 1 No read, no write, execute --x 2 No read, write, no execute -w- 3 No read, write, execute -wx 4 Read, no write, no execute r-- 5 Read, no write, execute r-x 6 Read, write, no execute rw- 7 Read, write, execute rwx You can use the -l command line argument to ls(1) to view a long directory listing that includes a column with 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 ... Here is how the first column of ls -l is broken up: -rw-r--r-- The first (leftmost) character tells if this file is a regular file, a directory, a special character device, a socket, or any other special pseudo-file device. In this case, 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 the case of this file, 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. This is all well and good, but how does the system control permissions on devices? DragonFly actually treats most hardware devices as a file that programs can open, read, and write data to just like any other file. These special device files are stored on the /dev directory. 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 can be traversed into, that is, it is possible to ``cd'' (change directory) into it. This also means that within the directory it is possible to access files whose names are known (subject, of course, to the permissions on the files themselves). In particular, in order to perform a directory listing, read permission must be set on the directory, whilst 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. If you want more information on file permissions and how to set them, be sure to look at the chmod(1) manual page. -------------------------------------------------------------- 3.3.1 Symbolic Permissions Contributed by Tom Rhodes. Symbolic permissions, sometimes referred to as symbolic expressions, use characters in place of octal values to assign permissions to files or directories. Symbolic expressions use the syntax of (who) (action) (permissions), where the following values are available: Option Letter Represents (who) u User (who) g Group owner (who) o Other (who) a All (``world'') (action) + Adding permissions (action) - Removing permissions (action) = Explicitly set permissions (permissions) r Read (permissions) w Write (permissions) x Execute (permissions) t Sticky bit (permissions) s Set UID or GID These values are used with the chmod(1) command just like before, but with letters. For an example, you could use the following command to 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 will remove the groups and ``world'' write permission on FILE, then it adds the execute permissions for everyone: % chmod go-w,a+x FILE -------------------------------------------------------------- 3.3.2 DragonFly File Flags Contributed by Tom Rhodes. In addition to file permissions discussed previously, DragonFly supports the use of ``file flags.'' These flags add an additional level of security and control over files, but not directories. These file flags add an additional level of control over files, helping to ensure that in some cases not even the root can remove or alter files. File flags are altered by using the chflags(1) utility, using a simple interface. For example, to enable the system undeletable flag on the file file1, issue the following command: # chflags sunlink file1 And to disable the system undeletable flag, simply issue the previous command with ``no'' in front of the sunlink. Observe: # chflags nosunlink file1 To view the flags of this file, use the ls(1) with the -lo flags: # ls -lo file1 The output should look like the following: -rw-r--r-- 1 trhodes trhodes sunlnk 0 Mar 1 05:54 file1 Several flags may only added or removed to files by the root user. In other cases, the file owner may set these flags. It is recommended an administrator read over the chflags(1) and chflags(2) manual pages for more information. -------------------------------------------------------------- 3.4 Directory Structure The DragonFly directory hierarchy is fundamental to obtaining an overall understanding of the system. The most important concept to grasp is that of the root directory, ``/''. 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 every other file system that you may want to mount. A mount point is a directory where additional file systems can be grafted onto the root file system. This is further described in Section 3.5. Standard mount points include /usr, /var, /tmp, /mnt, and /cdrom. These directories are usually referenced to entries in the file /etc/fstab. /etc/fstab is a table of various file systems and mount points for reference by the system. Most of the file systems in /etc/fstab are mounted automatically at boot time from the script rc(8) unless they contain the noauto option. Details can be found in Section 3.6.1. A complete description of the file system hierarchy is available in hier(7). For now, a brief overview of the most common directories will suffice. Directory Description / Root directory of the file system. /bin/ User utilities fundamental to both single-user and multi-user environments. /boot/ Programs and configuration files used during operating system bootstrap. /boot/defaults/ Default bootstrapping configuration files; see loader.conf(5). /dev/ Device nodes; see intro(4). /etc/ System configuration files and scripts. /etc/defaults/ Default system configuration files; see rc(8). /etc/mail/ Configuration files for mail transport agents such as sendmail(8). /etc/namedb/ named configuration files; see named(8). /etc/periodic/ Scripts that are run daily, weekly, and monthly, via cron(8); see periodic(8). /etc/ppp/ ppp configuration files; see ppp(8). /mnt/ Empty directory commonly used by system administrators as a temporary mount point. /proc/ Process file system; see procfs(5), mount_procfs(8). /root/ Home directory for the root account. System programs and administration utilities /sbin/ fundamental to both single-user and multi-user environments. Temporary files. The contents of /tmp are usually NOT preserved across a system reboot. A /tmp/ memory-based file system is often mounted at /tmp. This can be automated with an entry in /etc/fstab; see mfs(8). /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 & system utilities (executed by other programs). Local executables, libraries, etc. Within /usr/local, the general layout sketched out by /usr/local/ hier(7) for /usr should be used. An exceptions is the man directory, which is directly under /usr/local rather than under /usr/local/share. /usr/obj/ Architecture-specific target tree produced by building the /usr/src tree. Used as the default destination for the files /usr/pkg installed via the pkgsrc tree or pkgsrc packages (optional). The configuration directory is tunable, but the default location is /usr/pkg/etc. /usr/pkg/xorg/ X11R6 distribution executables, libraries, etc (optional). /usr/pkgsrc The pkgsrc tree for installing packages (optional). /usr/sbin/ System daemons & system utilities (executed by users). /usr/share/ Architecture-independent files. /usr/src/ BSD and/or local source files. Multi-purpose log, temporary, transient, and spool /var/ files. A memory-based file system is sometimes mounted at /var. This can be automated with an entry in /etc/fstab; see mfs(8). /var/log/ Miscellaneous system log files. /var/mail/ User mailbox files. /var/spool/ Miscellaneous printer and mail system spooling directories. Temporary files. The files are usually preserved /var/tmp/ across a system reboot, unless /var is a memory-based file system. /var/yp NIS maps. -------------------------------------------------------------- 3.5 Disk Organization The smallest unit of organization that DragonFly uses to find files is the filename. Filenames are case-sensitive, which means that readme.txt and README.TXT are two separate files. DragonFly does not use the extension (.txt) of a file to determine whether the file is a program, or a 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 you to build up a hierarchy of directories within one another. This makes it much easier to organize your 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. If you have directory foo, which contains directory bar, which contains the file readme.txt, then the full name, or path to the file is foo/bar/readme.txt. 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 then contain other directories. So far this is probably similar to any other operating system you may have used. There are a few differences; for example, MS-DOS uses \ to separate file and directory names, while Mac OS(R) uses :. DragonFly does not use drive letters, or other drive names in the path. You would not write c:/foo/bar/readme.txt on DragonFly. Instead, one file system is designated the root file system. The root file system's root directory is referred to as /. Every other file system is then mounted under the root file system. No matter how many disks you have on your DragonFly system, every directory appears to be part of the same disk. Suppose you have 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 you used the ls command to view the contents of this directory you would see two subdirectories, A1 and A2. The directory tree looks like this: / | +--- A1 | `--- A2 A file system must be mounted on to a directory in another file system. So now suppose that you mount file system B on to the directory A1. The root directory of B replaces A1, and the directories in B appear accordingly: / | +--- A1 | | | +--- B1 | | | `--- B2 | `--- A2 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: / | +--- A1 | `--- A2 | +--- B1 | `--- B2 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: / | +--- A1 | `--- A2 | +--- B1 | | | +--- C1 | | | `--- C2 | `--- B2 Or C could be mounted directly on to the A file system, under the A1 directory: / | +--- A1 | | | +--- C1 | | | `--- C2 | `--- A2 | +--- B1 | `--- B2 If you are familiar with MS-DOS, this is similar, although not identical, to the join command. This is not normally something you need to concern yourself with. Typically you create file systems when installing DragonFly and decide where to mount them, and then never change them unless you add a new disk. 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, with careful planning, the root file system can be mounted read-only, making it impossible for you to inadvertently delete or edit a critical file. Separating user-writable file systems, such as /home, from other file systems also 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. * DragonFly 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. * DragonFly's file systems are very robust should you lose power. However, a power loss at a critical point could still damage the structure of the file system. By splitting your data over multiple file systems it is more likely that the system will still come up, making it easier for you 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 DragonFly and give it a specific size, you may later discover that you need to make the partition bigger. The growfs(8) command makes it possible to increase the size of a file system on the fly. 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 DragonFly'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. DragonFly also uses disk space for swap space. Swap space provides DragonFly with virtual memory. This allows your computer to behave as though it has much more memory than it actually does. When DragonFly 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. Partition Convention a Normally contains the root file system b Normally contains swap space Normally the same size as the enclosing slice. This allows utilities that need to work on the entire slice c (for example, a bad block scanner) to work on the c partition. You would not normally create a file system on this partition. Partition d used to have a special meaning associated d with it, although that is now gone. To this day, some tools may operate oddly if told to work on partition d. Each partition-that-contains-a-file-system is stored in what DragonFly calls a slice. Slice is DragonFly's term for what the common call partitions, and again, this is because of DragonFly's UNIX background. Slices are numbered, starting at 1, through to 4. 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 you can have logical slices inside physical slices of the appropriate type. These extended slices are numbered starting at 5, so ``ad0s5'' is the first extended slice on the first IDE 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''. ``ad1s3e'' is the fifth partition in the third slice of the second IDE 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 that you will see are listed in Table 3-1. When referring to a partition DragonFly requires that you also name the slice and disk that contains the partition, and when referring to a slice you should also refer to the disk name. Do this by listing the disk name, s, the slice number, and then the partition letter. Examples are shown in Example 3-1. Example 3-2 shows a conceptual model of the disk layout that should help make things clearer. In order to install DragonFly you must first configure the disk slices, then create partitions within the slice you will use for DragonFly, and then create a file system (or swap space) in each partition, and decide where that file system will be mounted. Table 3-1. Disk Device Codes Code Meaning ad ATAPI (IDE) disk da SCSI direct access disk acd ATAPI (IDE) CDROM cd SCSI CDROM fd Floppy disk Example 3-1. Sample Disk, Slice, and Partition Names Name Meaning ad0s1a The first partition (a) on the first slice (s1) on the first IDE disk (ad0). da1s2e The fifth partition (e) on the second slice (s2) on the second SCSI disk (da1). Example 3-2. Conceptual Model of a Disk This diagram shows DragonFly'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 DragonFly installation. This example DragonFly installation has three 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. .-----------------. --. | | | | DOS / Windows | | : : > First slice, ad0s1 : : | | | | :=================: ==: --. | | | Partition a, mounted as / | | | > referred to as ad0s2a | | | | | :-----------------: ==: | | | | Partition b, used as swap | | | > referred to as ad0s2b | | | | | :-----------------: ==: | Partition c, no | | | Partition e, used as /var > file system, all | | > referred to as ad0s2e | of DragonFly slice, | | | | ad0s2c :-----------------: ==: | | | | | : : | Partition f, used as /usr | : : > referred to as ad0s2f | : : | | | | | | | | --' | `-----------------' --' -------------------------------------------------------------- 3.6 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, or CDROM drives. -------------------------------------------------------------- 3.6.1 The fstab File During the boot process, file systems listed in /etc/fstab are automatically mounted (unless they are listed with the noauto option). The /etc/fstab file contains a list of lines of the following format: device /mount-point fstype options dumpfreq passno device A device name (which should exist), as explained in Section 12.2. mount-point A directory (which should exist), on which to mount the file system. fstype The file system type to pass to mount(8). The default DragonFly 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 the mount(8) manual page. dumpfreq This is used by dump(8) to determine which file systems require dumping. If the field is missing, a value of zero is assumed. passno This 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 (which needs to be checked before everything else) should have its passno set to one, and other file systems' passno should be set to values greater than one. If more than one file systems have the same passno then fsck(8) will attempt to check file systems in parallel if possible. Consult the fstab(5) manual page for more information on the format of the /etc/fstab file and the options it contains. -------------------------------------------------------------- 3.6.2 The mount Command The mount(8) command is what is ultimately used to mount file systems. In its most basic form, you use: # mount device mountpoint There are plenty of options, as mentioned in the mount(8) manual page, but the most common are: 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 forces 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 the rdonly argument to the -o option. -t fstype Mount the given file system as the given file system type, or mount only file systems of the given type, if given the -a option. ``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 -o option takes a comma-separated list of the options, including the following: nodev Do not interpret special devices on the file system. This is a useful security option. noexec Do not allow execution of binaries on this file system. This is also a useful security option. nosuid Do not interpret setuid or setgid flags on the file system. This is also a useful security option. -------------------------------------------------------------- 3.6.3 The umount Command The umount(8) command takes, as a parameter, one of a mountpoint, a device name, or the -a or -A option. All forms take -f to force unmounting, and -v for verbosity. Be warned that -f is not generally a good idea. Forcibly unmounting file systems might crash the computer or damage data on the file system. -a and -A are used to unmount all mounted file systems, possibly modified by the file system types listed after -t. -A, however, does not attempt to unmount the root file system. -------------------------------------------------------------- 3.7 Processes DragonFly is a multi-tasking operating system. This means that it seems as though more than one program is running at once. Each program running at any one time is called a process. Every command you run will start at least one new process, and there are a number of system processes that run all the time, keeping the system functional. Each process is uniquely identified by a number called a process ID, or PID, and, like files, each process also has one owner and group. The owner and group information is used to determine what files and devices the process can open, using the file permissions discussed earlier. Most processes also have a parent process. The parent process is the process that started them. For example, if you are typing commands to the shell then the shell is a process, and any commands you run are also processes. Each process you run in this way will have your shell as its parent process. The exception to this is a special process called init(8). init is always the first process, so its PID is always 1. init is started automatically by the kernel when DragonFly starts. Two commands are particularly useful to see the processes on the system, ps(1) and top(1). The ps command is used to show a static list of the currently running processes, and can show their PID, how much memory they are using, the command line they were started with, and so on. The top command displays all the running processes, and updates the display every few seconds, so that you can interactively see what your computer is doing. By default, ps only shows you the commands that are running and are owned by you. For example: % ps PID TT STAT TIME COMMAND 298 p0 Ss 0:01.10 tcsh 7078 p0 S 2:40.88 xemacs mdoc.xsl (xemacs-21.1.14) 37393 p0 I 0:03.11 xemacs freebsd.dsl (xemacs-21.1.14) 48630 p0 S 2:50.89 /usr/local/lib/netscape-linux/navigator-linux-4.77.bi 48730 p0 IW 0:00.00 (dns helper) (navigator-linux-) 72210 p0 R+ 0:00.00 ps 390 p1 Is 0:01.14 tcsh 7059 p2 Is+ 1:36.18 /usr/local/bin/mutt -y 6688 p3 IWs 0:00.00 tcsh 10735 p4 IWs 0:00.00 tcsh 20256 p5 IWs 0:00.00 tcsh 262 v0 IWs 0:00.00 -tcsh (tcsh) 270 v0 IW+ 0:00.00 /bin/sh /usr/X11R6/bin/startx -- -bpp 16 280 v0 IW+ 0:00.00 xinit /home/nik/.xinitrc -- -bpp 16 284 v0 IW 0:00.00 /bin/sh /home/nik/.xinitrc 285 v0 S 0:38.45 /usr/X11R6/bin/sawfish As you can see in this example, the output from ps(1) is organized into a number of columns. PID is the process ID discussed earlier. PIDs are assigned starting from 1, go up to 99999, and wrap around back to the beginning when you run out. The TT column shows the tty the program is running on, and can safely be ignored for the moment. STAT shows the program's state, and again, can be safely ignored. TIME is the amount of time the program has been running on the CPU--this is usually not the elapsed time since you started the program, 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 line that was used to run the program. ps(1) supports a number of different options to change the information that is displayed. One of the most useful sets is auxww. a displays information about all the running processes, not just your own. u displays the username of the process' owner, as well as memory usage. x displays information about daemon processes, and ww causes ps(1) to display the full command line, rather than truncating it once it gets too long to fit on the screen. The output from top(1) is similar. A sample session looks like this: % top last pid: 72257; load averages: 0.13, 0.09, 0.03 up 0+13:38:33 22:39:10 47 processes: 1 running, 46 sleeping CPU states: 12.6% user, 0.0% nice, 7.8% system, 0.0% interrupt, 79.7% idle Mem: 36M Active, 5256K Inact, 13M Wired, 6312K Cache, 15M Buf, 408K Free Swap: 256M Total, 38M Used, 217M Free, 15% Inuse PID USERNAME PRI NICE SIZE RES STATE TIME WCPU CPU COMMAND 72257 nik 28 0 1960K 1044K RUN 0:00 14.86% 1.42% top 7078 nik 2 0 15280K 10960K select 2:54 0.88% 0.88% xemacs-21.1.14 281 nik 2 0 18636K 7112K select 5:36 0.73% 0.73% XF86_SVGA 296 nik 2 0 3240K 1644K select 0:12 0.05% 0.05% xterm 48630 nik 2 0 29816K 9148K select 3:18 0.00% 0.00% navigator-linu 175 root 2 0 924K 252K select 1:41 0.00% 0.00% syslogd 7059 nik 2 0 7260K 4644K poll 1:38 0.00% 0.00% mutt ... The output is split into two sections. The header (the first five 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 (47 in this case), how much memory and swap space has been taken up, and how much time the system is spending in different CPU states. Below that are a series of columns containing similar information to the output from ps(1). As before you can see the PID, the username, the amount of CPU time taken, and the command that was run. top(1) also defaults to showing you 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 at the moment. In this example you can see that Netscape(R) has required almost 30 MB of RAM, but is currently only using 9 MB. top(1) automatically updates this display every two seconds; this can be changed with the s option. -------------------------------------------------------------- 3.8 Daemons, Signals, and Killing Processes When you run an editor it is easy to control the editor, tell it to load files, and so on. You can do this because the editor provides facilities to do so, and because the editor is attached to a terminal. Some programs are not designed to be run with continuous user input, and so they disconnect from the terminal at the first opportunity. For example, a web server spends all day responding to web requests, it normally does not need any input from you. Programs that transport email from site to site are another example of this class of application. We call these programs daemons. Daemons were characters in Greek mythology; neither good or evil, they were little attendant spirits that, by and large, did useful things for mankind. Much like the web servers and mail servers of today do useful things. This is why the mascot for a number of BSD-based operating systems has, for a long time, been a cheerful looking daemon with sneakers and a pitchfork. There is a convention to name programs that normally run as daemons with a trailing ``d''. BIND is the Berkeley Internet Name Daemon (and the actual program that executes is called named), the Apache web server program is called httpd, the line printer spooling daemon is lpd and so on. This is a convention, not a hard and fast rule; for example, the main mail daemon for the Sendmail application is called sendmail, and not maild, as you might imagine. Sometimes you will need to communicate with a daemon process. These communications are called signals, and you can communicate with a daemon (or with any other running process) by sending it a signal. There are a number of different signals that you can send--some of them have a specific meaning, others are interpreted by the application, and the application's documentation will tell you how that application interprets signals. You can only send a signal to a process that you own. If you send a signal to someone else's process with kill(1) or kill(2) permission will be denied. The exception to this is the root user, who can send signals to everyone's processes. DragonFly will also send applications signals in some cases. If an application is badly written, and tries to access memory that it is not supposed to, DragonFly sends the process the Segmentation Violation signal (SIGSEGV). If an application has used the alarm(3) system call to be alerted after a period of time has elapsed then it will be sent the Alarm signal (SIGALRM), and so on. Two signals can be used to stop a process, SIGTERM and SIGKILL. SIGTERM is the polite way to kill a process; the process can catch the signal, realize that you want it to shut down, close any log files it may have open, and generally finish whatever it is doing at the time before shutting down. In some cases a process may even ignore SIGTERM if it is in the middle of some task that can not be interrupted. SIGKILL can not be ignored by a process. This is the ``I do not care what you are doing, stop right now'' signal. If you send SIGKILL to a process then DragonFly will stop that process there and then[4]. The other signals you might want to use are SIGHUP, SIGUSR1, and SIGUSR2. These are general purpose signals, and different applications will do different things when they are sent. Suppose that you have changed your web server's configuration file--you would like to tell the web server to re-read its configuration. You could stop and restart httpd, but this would result in a brief outage period on your web server, which may be undesirable. Most daemons are written to respond to the SIGHUP signal by re-reading their configuration file. So instead of killing and restarting httpd you would send it the SIGHUP signal. Because there is no standard way to respond to these signals, different daemons will have different behavior, so be sure and read the documentation for the daemon in question. Signals are sent using the kill(1) command, as this example shows. Sending a Signal to a Process This example shows how to send a signal to inetd(8). The inetd configuration file is /etc/inetd.conf, and inetd will re-read this configuration file when it is sent SIGHUP. 1. Find the process ID of the process you want to send the signal to. Do this using ps(1) and grep(1). The grep(1) command is used to search through output, looking for the string you specify. This command is run as a normal user, and inetd(8) is run as root, so the ax options must be given to ps(1). % ps -ax | grep inetd 198 ?? IWs 0:00.00 inetd -wW So the inetd(8) PID is 198. In some cases the grep inetd command might also occur in this output. This is because of the way ps(1) has to find the list of running processes. 2. Use kill(1) to send the signal. Because inetd(8) is being run by root you must use su(1) to become root first. % su Password: # /bin/kill -s HUP 198 In common with most UNIX commands, kill(1) will not print any output if it is successful. If you send a signal to a process that you do not own then you will see ``kill: PID: Operation not permitted''. If you mistype the PID you will either send the signal to the wrong process, which could be bad, or, if you are lucky, you will have sent the signal to a PID that is not currently in use, and you will see ``kill: PID: No such process''. Why Use /bin/kill?: Many shells provide the kill command as a built in command; that is, the shell will send the signal directly, rather than running /bin/kill. This can be very useful, but 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 just to use the /bin/kill ... command directly. Sending other signals is very similar, just substitute TERM or KILL in the command line as necessary. Important: Killing random process on the system can be a bad idea. In particular, init(8), process ID 1, is very special. Running /bin/kill -s KILL 1 is a quick way to shutdown your system. Always double check the arguments you run kill(1) with before you press Return. -------------------------------------------------------------- 3.9 Shells In DragonFly, a lot of everyday work is done in a command line interface called a shell. A shell's main job is to take commands from the input channel and execute them. A lot of shells also have built in functions to help everyday tasks such as file management, file globbing, command line editing, command macros, and environment variables. DragonFly comes with a set of shells, such as sh, the Bourne Shell, and tcsh, the improved C-shell. Many other shells are available from pkgsrc, such as zsh and bash. Which shell do you use? It is really a matter of taste. If you are a C programmer you might feel more comfortable with a C-like shell such as tcsh. If you have come from Linux or are new to a UNIX command line interface you might try bash. The point is that each shell has unique properties that may or may not work with your preferred working environment, and that you have a choice of what shell to use. One common feature in a shell is filename completion. Given the typing of the first few letters of a command or filename, you can usually have the shell automatically complete the rest of the command or filename by hitting the Tab key on the keyboard. Here is an example. Suppose you have two files called foobar and foo.bar. You want to delete foo.bar. So what you would type on the keyboard is: rm fo[Tab].[Tab]. The shell would print out rm foo[BEEP].bar. The [BEEP] is the console bell, which is the shell telling me it was unable to totally complete the filename because there is more than one match. Both foobar and foo.bar start with fo, but it was able to complete to foo. If you type in ., then hit Tab again, the shell would be able to fill in the rest of the filename for you. Another feature of the shell is the use of environment variables. Environment variables are a variable key pair stored in the shell's environment space. This space can be read by any program invoked by the shell, and thus contains a lot of program configuration. Here is a list of common environment variables and what they mean: Variable Description USER Current logged in user's name. PATH Colon separated list of directories to search for binaries. DISPLAY Network name of the X11 display to connect to, if available. SHELL The current shell. TERM The name of the user's terminal. Used to determine the capabilities of the terminal. TERMCAP Database entry of the terminal escape codes to perform various terminal functions. OSTYPE Type of operating system. e.g., DragonFly. MACHTYPE The CPU architecture that the system is running on. EDITOR The user's preferred text editor. PAGER The user's preferred text pager. MANPATH Colon separated list of directories to search for manual pages. Setting an environment variable differs somewhat from shell to shell. For example, in the C-Style shells such as tcsh and csh, you would use setenv to set environment variables. Under Bourne shells such as sh and bash, you would use export to set your current environment variables. For example, to set or modify the EDITOR environment variable, under csh or tcsh a command like this would set EDITOR to /usr/pkg/bin/emacs: % setenv EDITOR /usr/pkg/bin/emacs Under Bourne shells: % export EDITOR="/usr/pkg/bin/emacs" You can also make most shells expand the environment variable by placing a $ character in front of it on the command line. For example, echo $TERM would print out whatever $TERM is set to, because the shell expands $TERM and passes it on to echo. Shells treat a lot of special characters, called meta-characters as special representations of data. The most common one is the * character, which represents any number of characters in a filename. These special meta-characters can be used to do filename globbing. For example, typing in echo * is almost the same as typing in ls because the shell takes all the files that match * and puts them on the command line for echo to see. To prevent the shell from interpreting these special characters, they can be escaped from the shell by putting a backslash (\) character in front of them. echo $TERM prints whatever your terminal is set to. echo \$TERM prints $TERM as is. -------------------------------------------------------------- 3.9.1 Changing Your Shell The easiest way to change your shell is to use the chsh command. Running chsh will place you into the editor that is in your EDITOR environment variable; if it is not set, you will be placed in vi. Change the ``Shell:'' line accordingly. You can also give chsh the -s option; this will set your shell for you, without requiring you to enter an editor. For example, if you wanted to change your shell to bash, the following should do the trick: % chsh -s /usr/pkg/bin/bash Note: The shell that you wish to use must be present in the /etc/shells file. If you have installed a shell from the pkgsrc tree , then this should have been done for you already. If you installed the shell by hand, you must do this. For example, if you installed bash by hand and placed it into /usr/local/bin, you would want to: # echo "/usr/local/bin/bash" >> /etc/shells Then rerun chsh. -------------------------------------------------------------- 3.10 Text Editors A lot of configuration in DragonFly is done by editing text files. Because of this, it would be a good idea to become familiar with a text editor. DragonFly comes with a few as part of the base system, and many more are available in the pkgsrc tree. The easiest and simplest editor to learn is an editor called ee, which stands for easy editor. To start ee, one would type at the command line ee filename where filename is the name of the file to be edited. For example, to edit /etc/rc.conf, type in ee /etc/rc.conf. Once inside of ee, all of the commands for manipulating the editor's functions are listed at the top of the display. The caret ^ character represents the Ctrl key on the keyboard, so ^e expands to the key combination Ctrl+e. To leave ee, hit the Esc key, then choose leave editor. The editor will prompt you to save any changes if the file has been modified. DragonFly also comes with more powerful text editors such as vi as part of the base system, while other editors, like emacs and vim, are part of the pkgsrc tree. These editors offer much more functionality and power at the expense of being a little more complicated to learn. However if you plan on doing a lot of text editing, learning a more powerful editor such as vim or emacs will save you much more time in the long run. -------------------------------------------------------------- 3.11 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 DragonFly boots, the majority of what DragonFly displays are devices being detected. You can look through the boot messages again by viewing /var/run/dmesg.boot. For example, acd0 is the first IDE CDROM drive, while kbd0 represents the keyboard. Most of these devices in a UNIX operating system must be accessed through special files called device nodes, which are located in the /dev directory. -------------------------------------------------------------- 3.11.1 Creating Device Nodes with MAKEDEV When adding a new device to your system, or compiling in support for additional devices, you may need to create one or more device nodes for the new devices. Device nodes are created using the MAKEDEV(8) script as shown below: # cd /dev # sh MAKEDEV ad1 This example would make the proper device nodes for the second IDE drive when installed. -------------------------------------------------------------- 3.12 Binary Formats To understand why DragonFly uses the elf(5) format, you must first know a little about the three currently ``dominant'' executable formats for UNIX: * a.out(5) The oldest and ``classic'' UNIX object format. It uses a short and compact header with a magic number at the beginning that is often used to characterize the format (see a.out(5) for more details). It contains three loaded segments: .text, .data, and .bss plus a symbol table and a string table. * COFF The SVR3 object format. The header now comprises a section table, so you can have more than just .text, .data, and .bss sections. * elf(5) The successor to COFF, featuring multiple sections and 32-bit or 64-bit possible values. One major drawback: ELF was also designed with the assumption that there would be only one ABI per system architecture. That assumption is actually quite incorrect, and not even in the commercial SYSV world (which has at least three ABIs: SVR4, Solaris, SCO) does it hold true. DragonFly tries to work around this problem somewhat by providing a utility for branding a known ELF executable with information about the ABI it is compliant with. See the manual page for brandelf(1) for more information. DragonFly runs ELF. So, why are there so many different formats? Back in the dim, dark past, there was simple hardware. This simple hardware supported a simple, small system. a.out was completely adequate for the job of representing binaries on this simple system (a PDP-11). As people ported UNIX from this simple system, they retained the a.out format because it was sufficient for the early ports of UNIX to architectures like the Motorola 68k, VAXen, etc. Then some bright hardware engineer decided that if he could force software to do some sleazy tricks, then he would be able to shave a few gates off the design and allow his CPU core to run faster. While it was made to work with this new kind of hardware (known these days as RISC), a.out was ill-suited for this hardware, so many formats were developed to get to a better performance from this hardware than the limited, simple a.out format could offer. Things like COFF, ECOFF, and a few obscure others were invented and their limitations explored before things seemed to settle on ELF. In addition, program sizes were getting huge and disks (and physical memory) were still relatively small so the concept of a shared library was born. The VM system also became more sophisticated. While each one of these advancements was done using the a.out format, its usefulness was stretched more and more with each new feature. In addition, people wanted to dynamically load things at run time, or to junk parts of their program after the init code had run to save in core memory and swap space. Languages became more sophisticated and people wanted code called before main automatically. Lots of hacks were done to the a.out format to allow all of these things to happen, and they basically worked for a time. In time, a.out was not up to handling all these problems without an ever increasing overhead in code and complexity. While ELF solved many of these problems, it would be painful to switch from the system that basically worked. So ELF had to wait until it was more painful to remain with a.out than it was to migrate to ELF. ELF is more expressive than a.out and allows more extensibility in the base system. The ELF tools are better maintained, and offer cross compilation support, which is important to many people. ELF may be a little slower than a.out, but trying to measure it can be difficult. There are also numerous details that are different between the two in how they map pages, handle init code, etc. None of these are very important, but they are differences. -------------------------------------------------------------- 3.13 For More Information 3.13.1 Manual Pages The most comprehensive documentation on DragonFly is in the form of manual pages. Nearly every program on the system comes with a short reference manual explaining the basic operation and various arguments. These manuals can be viewed with the man command. Use of the man command is simple: % man command command is the name of the command you wish to learn about. For example, to learn more about ls command type: % man ls The online manual is divided up into numbered sections: 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. Kernel internals. 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. In this case, you can tell the man command which one you want by specifying the section: % man 1 chmod This will display the manual page for the user command chmod. References to a particular section of the online manual are traditionally placed in parenthesis in written documentation, so chmod(1) refers to the chmod user command and chmod(2) refers to the system call. This is fine if you know the name of the command and simply wish to know how to use it, but what if you cannot recall the command name? You can use man to search for keywords in the command descriptions by using the -k switch: % man -k mail With this command you will be presented with a list of commands that have the keyword ``mail'' in their descriptions. This is actually functionally equivalent to using the apropos command. So, you are looking at all those fancy commands in /usr/bin but do not have the faintest idea what most of them actually do? Simply do: % cd /usr/bin % man -f * or % cd /usr/bin % whatis * which does the same thing. -------------------------------------------------------------- 3.13.2 GNU Info Files DragonFly includes many applications and utilities produced by the Free Software Foundation (FSF). In addition to manual pages, these programs come with more extensive hypertext documents called info files which can be viewed with the info command or, if you installed emacs, the info mode of emacs. To use the info(1) command, simply type: % info For a brief introduction, type h. For a quick command reference, type ?. -------------------------------------------------------------- Chapter 4 Installing Applications using NetBSD's pkgsrc framework 4.1 Synopsis DragonFly is bundled with a rich collection of system tools as part of the base system. However, there is only so much one can do before needing to install an additional third-party application to get real work done. DragonFly utilizes NetBSD's pkgsrc framework (pkgsrc.org) for installing third party software on your system. This system may be used to install the newest version of your favorite applications from local media or straight off the network. After reading this chapter, you will know: * How to install third-party binary software packages from the pkgsrc collection. * How to build third-party software from the pkgsrc collection. * Where to find DragonFly-specific changes to packages. * How to remove previously installed packages. * How to override the default values that the pkgsrc collection uses. * How to upgrade your packages. -------------------------------------------------------------- 4.2 Overview of Software Installation If you have used a UNIX system before you will know that the typical procedure for installing third party software goes something like this: 1. Download the software, which might be distributed in source code format, or as a binary. 2. Unpack the software from its distribution format (typically a tarball compressed with compress(1), gzip(1), or bzip2(1)). 3. Locate the documentation (perhaps an INSTALL or README file, or some files 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, and other work. 5. Test and install the software. And that is only if everything goes well. If you are installing a software package that was not deliberately ported to DragonFly you may even have to go in and edit the code to make it work properly. Should you want to, you can continue to install software the ``traditional'' way with DragonFly. However, DragonFly provides technology from NetBSD, which can save you a lot of effort: pkgsrc. At the time of writing, over 6,000 third party applications have been made available in this way. For any given application, the DragonFly Binary package for that application is a single file which you must download. The package contains pre-compiled copies of all the commands for the application, as well as any configuration files or documentation. A downloaded package file can be manipulated with DragonFly package management commands, such as pkg_add(1), pkg_delete(1), pkg_info(1), and so on. Installing a new application can be carried out with a single command. In addition the pkgsrc collection supplies a collection of files designed to automate the process of compiling an application from source code. Remember that there are a number of steps you would normally carry out if you compiled a program yourself (downloading, unpacking, patching, compiling, installing). The files that make up a pkgsrc source collection contain all the necessary information to allow the system to do this for you. You run a handful of simple commands and the source code for the application is automatically downloaded, extracted, patched, compiled, and installed for you. In fact, the pkgsrc source subsystem can also be used to generate packages which can later be manipulated with pkg_add and the other package management commands that will be introduced shortly. Pkgsrc understands dependencies. Suppose you want to install an application that depends on a specific library being installed. Both the application and the library have been made available through the pkgsrc collection. If you use the pkg_add command or the pkgsrc subsystem to add the application, both will notice that the library has not been installed, and automatically install the library first. You might be wondering why pkgsrc bothers with both. Binary packages and the source tree both have their own strengths, and which one you use will depend on your own preference. Binary Package Benefits * A compressed package tarball is typically smaller than the compressed tarball containing the source code for the application. * Packages do not require any additional compilation. For large applications, such as Mozilla, KDE, or GNOME this can be important, particularly if you are on a slow system. * Packages do not require any understanding of the process involved in compiling software on DragonFly. Pkgsrc source Benefits * Binary packages are normally compiled with conservative options, because they have to run on the maximum number of systems. By installing from the source, you can tweak the compilation options to (for example) generate code that is specific to a Pentium IV or Athlon processor. * Some applications have compile time options relating to what they can and cannot do. For example, Apache can be configured with a wide variety of different built-in options. By building from the source you do not have to accept the default options, and can set them yourself. In some cases, multiple packages will exist for the same application to specify certain settings. For example, vim is available as a vim package and a vim-gtk package, depending on whether you have installed an X11 server. This sort of rough tweaking is possible with packages, but rapidly becomes impossible if an application has more than one or two different compile time options. * The licensing conditions of some software distributions forbid binary distribution. They must be distributed as source code. * Some people do not trust binary distributions. With source code, it is possible to check for any vulnerabilities built into the program before installing it to an otherwise secure system. Few people perform this much review, however. * If you have local patches, you will need the source in order to apply them. * Some people like having code around, so they can read it if they get bored, hack it, borrow from it (license permitting, of course), and so on. To keep track of updated pkgsrc releases subscribe to the NetBSD pkgsrc users mailing list and the NetBSD pkgsrc users mailing list. It's also useful to watch the DragonFly User related mailing list as errors with pkgsrc on DragonFly should be reported there. Warning: Before installing any application, you should check http://www.pkgsrc.org/ for security issues related to your application. You can also install security/audit-packages which will automatically check all installed applications for known vulnerabilities, a check will be also performed before any application build. Meanwhile, you can use the command audit-packages -d after you have installed some packages. The remainder of this chapter will explain how to use the pkgsrc system to install and manage third party software on DragonFly. -------------------------------------------------------------- 4.3 Finding Your Application Before you can install any applications you need to know what you want, and what the application is called. DragonFly's list of available applications is growing all the time. Fortunately, there are a number of ways to find what you want: * There is a pkgsrc related web site that maintains an up-to-date searchable list of all the available applications, at http://pkgsrc.se. The packages and the corresponding source tree are divided into categories, and you may either search for an application by name (if you know it), or see all the applications available in a category. -------------------------------------------------------------- 4.4 Using the Binary Packages System Original FreeBSD documentation contributed by DragonFly BSD customizations contributed by Chern Lee and Adrian Nida. 4.4.1 Installing a Binary Package You can use the pkg_add(1) utility to install a pkgsrc software package from a local file or from a server on the network. Example 4-1. Downloading a Package Manually and Installing It Locally # ftp -a packages.stura.uni-rostock.de Connected to fsr.uni-rostock.de. 220 packages.stura.uni-rostock.de FTP server (Version 6.00LS) ready. 331 Guest login ok, send your email address as password. 230 Guest login ok, access restrictions apply. Remote system type is UNIX. Using binary mode to transfer files. ftp> cd /pkgsrc-current/DragonFly/RELEASE/i386/All/ 250 CWD command successful. ftp> get 0verkill-0.15.tgz local: 0verkill-0.15.tgz remote: 0verkill-0.15.tgz 229 Entering Extended Passive Mode (|||61652|) 150 Opening BINARY mode data connection for '0verkill-0.15.tgz' (174638 bytes). 100% |*************************************| 170 KB 159.37 KB/s 00:00 ETA 226 Transfer complete. 174638 bytes received in 00:01 (159.30 KB/s) ftp> exit 221 Goodbye. # pkg_add 0verkill-0.15.tgz Note: It should be noted that simply issuing: # pkg_add ftp://packages.stura.uni-rostock.de/pkgsrc-current/DragonFly/RELEASE/i386/All/0verkill-0.15.tgz will yield the same result as the above example. Unlike the FreeBSD version, the Pkgsrc pkg_add(1) does not need to be passed the -r option. As can be seen from the second example, you just need to pass in the URL of the package. The utility will also always automatically fetch and install all dependencies. The example above would download the correct package and add it without any further user intervention. If you want to specify an alternative DragonFly Packages Mirror, instead of the main distribution site, you have to set PACKAGESITE accordingly, to override the default settings. pkg_add(1) uses fetch(3) to download the files, which honors various environment variables, including FTP_PASSIVE_MODE, FTP_PROXY, and FTP_PASSWORD. You may need to set one or more of these if you are behind a firewall, or need to use an FTP/HTTP proxy. See fetch(3) for the complete list. Binary package files are distributed in .tgz formats. You can find them at the default location ftp://goBSD.com//packages/, among other sites. The layout of the packages is similar to that of the /usr/pkgsrc tree. Each category has its own directory, and every package can be found within the All directory. The directory structure of the binary package system matches the source tree layout; they work with each other to form the entire package system. -------------------------------------------------------------- 4.4.2 Managing Packages pkg_info(1) is a utility that lists and describes the various packages installed. # pkg_info digest-20050731 Message digest wrapper utility screen-4.0.2nb4 Multi-screen window manager ... pkg_version(1) is a utility that summarizes the versions of all installed packages. It compares the package version to the current version found in the ports tree. -------------------------------------------------------------- 4.4.3 Deleting a Package To remove a previously installed software package, use the pkg_delete(1) utility. # pkg_delete xchat-1.7.1 -------------------------------------------------------------- 4.4.4 Miscellaneous All package information is stored within the /var/db/pkg directory. The installed file list and descriptions of each package can be found within subdirectories of this directory. -------------------------------------------------------------- 4.5 Using the pkgsrc(R) Source Tree The following sections provide basic instructions on using the pkgsrc source tree to install or remove programs from your system. -------------------------------------------------------------- 4.5.1 Obtaining the pkgsrc Source Tree Before you can install pkgsrc packages from source, you must first obtain the pkgsrc source tree--which is essentially a set of Makefiles, patches, and description files placed in /usr/pkgsrc. The primary method to obtain and keep your pkgsrc collection up to date is by using CVS CVS This is a quick method for getting the pkgsrc collection using CVS. 1. Run cvs: # cd /usr/ # cvs -d anoncvs@anoncvs.us.netbsd.org:/cvsroot co pkgsrc 2. Running the following command later will download and apply all the recent changes to your source tree. # cd /usr/pkgsrc # cvs up -------------------------------------------------------------- 4.5.2 Installing Packages from Source The first thing that should be explained when it comes to the source tree is what is actually meant by a ``skeleton''. In a nutshell, a source skeleton is a minimal set of files that tell your DragonFly system how to cleanly compile and install a program. Each source skeleton should include: * A Makefile. The Makefile contains various statements that specify how the application should be compiled and where it should be installed on your system. * A distinfo file. This file contains information about the files that must be downloaded to build the port and their checksums, to verify that files have not been corrupted during the download using md5(1). * A files directory. This directory contains the application specific files that are needed for the programs appropriate run-time configuration. This directory may also contain other files used to build the port. * A patches directory. This directory contains patches to make the program compile and install on your DragonFly system. Patches are basically small files that specify changes to particular files. They are in plain text format, and basically say ``Remove line 10'' or ``Change line 26 to this ...''. Patches are also known as ``diffs'' because they are generated by the diff(1) program. * A DESCR file. This is a more detailed, often multiple-line, description of the program. * A PLIST file. This is a list of all the files that will be installed by the port. It also tells the pkgsrc system what files to remove upon deinstallation. Some pkgsrc source skeletons have other files, such as MESSAGE. The pkgsrc system uses these files to handle special situations. If you want more details on these files, and on pkgsrc in general, check out The pkgsrc guide, available at the NetBSD website. Now that you have enough background information to know what the pkgsrc source tree is used for, you are ready to install your first compiled package. There are two ways this can be done, and each is explained below. Before we get into that, however, you will need to choose an application to install. There are a few ways to do this, with the easiest method being the pkgsrc listing on Joerg Sonnenberger's web site. You can browse through the packages listed there. Another way to find a particular source tree is by using the pkgsrc collection's built-in search mechanism. To use the search feature, you will need to be in the /usr/pkgsrc directory. Once in that directory, run bmake search key="program-name" where program-name is the name of the program you want to find. This searches packages names, comments, descriptions and dependencies and can be used to find packages which relate to a particular subject if you don't know the name of the program you are looking for. For example, if you were looking for apache2: # cd /usr/pkgsrc # bmake search key="apache2" Extracting complete dependency database. This may take a while... .................................................................................................... 100 .................................................................................................... 200 5800 .................................................................................................... 5900 .................................................................................................Reading database file Flattening dependencies Flattening build dependencies Generating INDEX file Indexed 5999 packages Pkg: apache-2.0.55nb7 Path: www/apache2 Info: Apache HTTP (Web) server, version 2 Maint: tron@NetBSD.org Index: www B-deps: perl>=5.0 apr>=0.9.7.2.0.55nb2 expat>=2.0.0nb1 libtool-base>=1.5.22nb1 gmake>=3.78 gettext-lib>=0.14.5 pkg-config>=0.19 R-deps: perl>=5.0 apr>=0.9.7.2.0.55nb2 expat>=2.0.0nb1 Arch: any The part of the output you want to pay particular attention to is the ``Path:'' line, since that tells you where to find the source tree for the requested application. The other information provided is not needed in order to install the package, so it will not be covered here. The search string is case-insensitive. Searching for ``APACHE'' will yield the same results as searching for ``apache''. Note: It should be noted that ``Extracting [the] complete dependency database'' does indeed take a while. Note: You must be logged in as root to install packages. Now that you have found an application you would like to install, you are ready to do the actual installation. The source package includes instructions on how to build source code, but does not include the actual source code. You can get the source code from a CD-ROM or from the Internet. Source code is distributed in whatever manner the software author desires. Frequently this is a tarred and gzipped file, but it might be compressed with some other tool or even uncompressed. The program source code, whatever form it comes in, is called a ``distfile''. You can get the distfile from a CD-ROM or from the Internet. Warning: Before installing any application, you should be sure to have an up-to-date source tree and you should check http://www.pkgsrc.org/ for security issues related to your port. A security vulnerabilities check can be automatically done by audit-packages before any new application installation. This tool can be found in the pkgsrc collection (security/audit-packages). Consider running auditpackages -d before installing a new package, to fetch the current vulnerabilities database. A security audit and an update of the database will be performed during the daily security system check. For more informations read the audit-packages and periodic(8) manual pages. Note: It should be noted that the current setup of DragonFly requires the use of bmake instead of make. This is because the current version of make on DragonFly does not support all the parameters that NetBSD's does. Note: You can save an extra step by just running bmake install instead of bmake and bmake install as two separate steps. Note: 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. If you are using one of these shells, you might have to use the rehash command after installing a package, before the newly installed commands can be used. This is true for both shells that are part of the base-system (such as tcsh) and shells that are available as packages (for instance, shells/zsh). -------------------------------------------------------------- 4.5.2.1 Installing Packages from the Internet As with the last section, this section makes an assumption that you have a working Internet connection. If you do not, you will need to put a copy of the distfile into /usr/pkgsrc/distfiles manually. Installing a package from the Internet is done exactly the same way as it would be if you already had the distfile. The only difference between the two is that the distfile is downloaded from the Internet on demand. Here are the steps involved: # cd /usr/pkgsrc/chat/ircII # bmake install clean => ircii-20040820.tar.bz2 doesn't seem to exist on this system. => Attempting to fetch ircii-20040820.tar.bz2 from ftp://ircii.warped.com/pub/ircII/. => [559843 bytes] Connected to ircii.warped.com. 220 bungi.sjc.warped.net FTP server (tnftpd 20040810) ready. 331 Guest login ok, type your name as password. 230- A SERVICE OF WARPED.COM - FOR MORE INFORMATION: http://www.warped.com 230- Please read the file README it was last modified on Mon Feb 9 18:43:17 2004 - 794 days ago 230 Guest login ok, access restrictions apply. Remote system type is UNIX. Using binary mode to transfer files. 200 Type set to I. 250 CWD command successful. 250 CWD command successful. local: ircii-20040820.tar.bz2 remote: ircii-20040820.tar.bz2 229 Entering Extended Passive Mode (|||60090|) 150 Opening BINARY mode data connection for 'ircii-20040820.tar.bz2' (559843 bytes). 100% |***************************************| 550 KB 110.34 KB/s 00:00 ETA 226 Transfer complete. 559843 bytes received in 00:04 (110.34 KB/s) 221- Data traffic for this session was 559843 bytes in 1 file. Total traffic for this session was 560993 bytes in 1 transfer. 221 Thank you for using the FTP service on bungi.sjc.warped.net. => Checksum SHA1 OK for ircii-20040820.tar.bz2. => Checksum RMD160 OK for ircii-20040820.tar.bz2. work -> /usr/obj/pkgsrc/chat/ircII/work ===> Extracting for ircII-20040820 ========================================================================== The supported build options for this package are: socks4 socks5 You can select which build options to use by setting PKG_DEFAULT_OPTIONS or the following variable. Its current value is shown: PKG_OPTIONS.ircII (not defined) ========================================================================== ========================================================================== The following variables will affect the build process of this package, ircII-20040820. Their current value is shown below: * USE_INET6 = YES You may want to abort the process now with CTRL-C and change their value before continuing. Be sure to run `/usr/pkg/bin/bmake clean' after the changes. ========================================================================== ===> Patching for ircII-20040820 ===> Applying pkgsrc patches for ircII-20040820 ===> Overriding tools for ircII-20040820 ===> Creating toolchain wrappers for ircII-20040820 ===> Configuring for ircII-20040820 ... [configure output snipped] ... ===> Building for ircII-20040820 ... [compilation output snipped] ... ===> Installing for ircII-20040820 ... [installation output snipped] ... ===> [Automatic manual page handling] ===> Registering installation for ircII-20040820 ===> Cleaning for ircII-20040820 # As you can see, the only difference are the lines that tell you where the system is fetching the package's distfile from. The pkgsrc system uses ftp(1) to download the files, which honors various environment variables, including FTP_PASSIVE_MODE, FTP_PROXY, and FTP_PASSWORD. You may need to set one or more of these if you are behind a firewall, or need to use an FTP/HTTP proxy. See ftp(1) for the complete list. For users which cannot be connected all the time, the bmake fetch option is provided. Just run this command at the top level directory (/usr/pkgsrc) and the required files will be downloaded for you. This command will also work in the lower level categories, for example: /usr/pkgsrc/net. Note that if a package depends on libraries or other packages this will not fetch the distfiles of those packages as well. Note: You can build all the packages in a category or as a whole by running bmake in the top level directory, just like the aforementioned bmake fetch method. This is dangerous, however, as some applications cannot co-exist. In other cases, some packages can install two different files with the same filename. In some rare cases, users may need to acquire the tarballs from a site other than the MASTER_SITES (the location where files are downloaded from). You can override the MASTER_SORT, MASTER_SORT_REGEX and INET_COUNTRY options either within the /etc/mk.conf. Note: Some packages allow (or even require) you to provide build options which can enable/disable parts of the application which are unneeded, certain security options, and other customizations. A few which come to mind are www/mozilla, security/gpgme, and mail/sylpheed-claws. To find out what build options the application you are installing requires type: # bmake show-options To change the build process, either change the values of PKG_DEFAULT_OPTIONS or PKG_OPTIONS.PackageName in /etc/mk.conf or on the commandline as so: # bmake PKG_OPTIONS.ircII="-ssl" An option is enabled if listed. It is disabled if it is prefixed by a minus sign. -------------------------------------------------------------- 4.5.2.2 Dealing with imake Some applications that use imake (a part of the X Window System) do not work well with PREFIX, and will insist on installing under /usr/X11R6. Similarly, some Perl ports ignore PREFIX and install in the Perl tree. Making these applications respect PREFIX is a difficult or impossible job. -------------------------------------------------------------- 4.5.3 Removing Installed Packages Now that you know how to install packages, you are probably wondering how to remove them, just in case you install one and later on decide that you installed the wrong program. We will remove our previous example (which was ircII for those of you not paying attention). As with installing packages, the first thing you must do is change to the package directory, /usr/pkgsrc/chat/ircII. After you change directories, you are ready to uninstall ircII. This is done with the bmake deinstall command: # cd /usr/pkgsrc/chat/ircII # make deinstall ===> Deinstalling for ircII-20040820 That was easy enough. You have removed ircII from your system. If you would like to reinstall it, you can do so by running bmake reinstall from the /usr/pkgsrc/chat/ircII directory. The bmake deinstall and bmake reinstall sequence does not work once you have run bmake clean. If you want to deinstall a package after cleaning, use pkg_delete(1) as discussed in the Pkgsrc section of the Handbook. -------------------------------------------------------------- 4.5.4 Packages and Disk Space Using the pkgsrc collection can definitely eat up your disk space. For this reason you should always remember to clean up the work directories using the bmake clean option. This will remove the work directory after a package has been built, and installed. You can also remove the tar files from the distfiles directory, and remove the installed package when their use has delimited. -------------------------------------------------------------- 4.5.5 Upgrading Packages Note: Once you have updated your pkgsrc collection, before attempting a package upgrade, you should check the /usr/pkgsrc/UPDATING file. This file describes various issues and additional steps users may encounter and need to perform when updating a port. Keeping your packages up to date can be a tedious job. For instance, to upgrade a package you would go to the package directory, build the package, deinstall the old package , install the new package, and then clean up after the build. Imagine doing that for five packages, tedious right? This was a large problem for system administrators to deal with, and now we have utilities which do this for us. For instance the pkg_chk utility will do everything for you! pkg_chk requires a few steps in order to work correctly. They are listed here. # pkg_chk -g # make initial list of installed packages # pkg_chk -r # remove all packages that are not up to date and packages that depend on them # pkg_chk -a # install all missing packages (use binary packages, this is the default) # pkg_chk -as # install all missing packages (build from source) -------------------------------------------------------------- 4.6 Post-installation Activities After installing a new application you will normally want to read any documentation it may have included, edit any configuration files that are required, ensure that the application starts at boot time (if it is a daemon), and so on. The exact steps you need to take to configure each application will obviously be different. However, if you have just installed a new application and are wondering ``What now?'' these tips might help: * Use pkg_info(1) to find out which files were installed, and where. For example, if you have just installed FooPackage version 1.0.0, then this command # pkg_info -L foopackage-1.0.0 | less will show all the files installed by the package. Pay special attention to files in man/ directories, which will be manual pages, etc/ directories, which will be configuration files, and doc/, which will be more comprehensive documentation. If you are not sure which version of the application was just installed, a command like this # pkg_info | grep -i foopackage will find all the installed packages that have foopackage in the package name. Replace foopackage in your command line as necessary. * Once you have identified where the application's manual pages have been installed, review them using man(1). Similarly, look over the sample configuration files, and any additional documentation that may have been provided. * If the application has a web site, check it for additional documentation, frequently asked questions, and so forth. If you are not sure of the web site address it may be listed in the output from # pkg_info foopackage-1.0.0 A WWW: line, if present, should provide a URL for the application's web site. * Packages that should start at boot (such as Internet servers) will usually install a sample script in /usr/pkg/etc/rc.d. You should review this script for correctness and edit or rename it if needed. See Starting Services for more information. -------------------------------------------------------------- 4.7 Dealing with Broken Packages If you come across a package that does not work for you, there are a few things you can do, including: 1. Fix it! The pkgsrc Guide includes detailed information on the ``pkgsrc'' infrastructure so that you can fix the occasional broken package or even submit your own! 2. Gripe--by email only! Send email to the maintainer of the package first. Type bmake maintainer or read the Makefile to find the maintainer's email address. Remember to include the name and version of the port (send the $NetBSD: line from the Makefile) and the output leading up to the error when you email the maintainer. If you do not get a response from the maintainer, you can try users . 3. Grab the package from an FTP site near you. The ``master'' package collection is on packages.stura.uni-rostock.de in the All directory. These are more likely to work than trying to compile from source and are a lot faster as well. Use the pkg_add(1) program to install the package on your system. -------------------------------------------------------------- Chapter 5 The X Window System Updated for X.Org's X11 server by Ken Tom and Marc Fonvieille. Updated for DragonFly by Victor Balada Diaz. 5.1 Synopsis DragonFly uses X11 to provide users with a powerful graphical user interface. X11 is an open-source implementation of the X Window System that includes both X.org and XFree86. DragonFly default official flavor is X.org, the X11 server developed by the X.Org Foundation. This chapter will cover the installation and configuration of X11 with emphasis on X.org. For more information on the video hardware that X11 supports, check either the X.org or XFree86 web sites. After reading this chapter, you will know: * The various components of the X Window System, and how they interoperate. * How to install and configure X11. * How to install and use different window managers. * How to use TrueType(R) fonts in X11. * How to set up your system for graphical logins (XDM). Before reading this chapter, you should: * Know how to install additional third-party software (Chapter 4). Note: This chapter covers the installation and the configuration of both X.org and XFree86 X11 servers. For the most part, configuration files, commands and syntaxes are identical. In the case where there are differences, both X.org and XFree86 syntaxes will be shown. -------------------------------------------------------------- 5.2 Understanding X Using X for the first time can be somewhat of a shock to someone familiar with other graphical environments, such as Microsoft Windows or Mac OS. While it is not necessary to understand all of the details of various X components and how they interact, some basic knowledge makes it possible to take advantage of X's strengths. -------------------------------------------------------------- 5.2.1 Why X? X is not the first window system written for UNIX, but it is the most popular of them. X's original development team had worked on another window system prior to writing X. That system's name was ``W'' (for ``Window''). X was just the next letter in the Roman alphabet. X can be called ``X'', ``X Window System'', ``X11'', and a number of other terms. You may find that using the term ``X Windows'' to describe X11 can be offensive to some people; for a bit more insight on this, see X(7). -------------------------------------------------------------- 5.2.2 The X Client/Server Model X was designed from the beginning to be network-centric, and adopts a ``client-server'' model. In the X 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 so on. Each X application (such as XTerm, or Netscape) 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. However, it is perfectly possible to run the X server on a less powerful desktop computer, and run X applications (the clients) on, say, the powerful and expensive machine that serves the office. In this scenario the communication between the X client and server takes place over the network. 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. It is important to remember that the X server is the machine with the monitor and keyboard, and the X clients are the programs that display the windows. There is nothing in the protocol that forces the client and server machines to be running the same operating system, or even to be running on the same type of computer. It is certainly possible to run an X server on Microsoft Windows or Apple's Mac OS, and there are various free and commercial applications available that do exactly that. DragonFly will use by default X.org server. X.org is available for free, under a license very similar to the DragonFly license. -------------------------------------------------------------- 5.2.3 The Window Manager The X design philosophy is much like the UNIX design philosophy, ``tools, not policy''. This means that X does not try to dictate how a task is to be accomplished. Instead, tools are provided to the user, and it is the user's responsibility to decide how to use those tools. This philosophy extends to X not dictating what windows should look like on screen, how to move them around with the mouse, what keystrokes should be used to move between windows (i.e., Alt+Tab, in the case of Microsoft 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 an application called a ``Window Manager''. There are dozens of window managers available for X: AfterStep, Blackbox, ctwm, Enlightenment, fvwm, Sawfish, twm, Window Maker, and more. Each of these window managers provides a different look and feel; some of them support ``virtual desktops''; some of them allow customized keystrokes to manage the desktop; some have a ``Start'' button or similar device; some are ``themeable'', allowing a complete change of look-and-feel by applying a new theme. These window managers, and many more, are available in the x11-wm category of the Ports Collection. In addition, the KDE and GNOME desktop environments both have their own window managers which integrate with the desktop. Each window manager also has a different configuration mechanism; some expect configuration file written by hand, others feature GUI tools for most of the configuration tasks; at least one (Sawfish) has a configuration file written in a dialect of the Lisp language. Focus Policy: Another feature the window manager is responsible for is the mouse ``focus policy''. Every windowing system needs some means of choosing a window to be actively receiving keystrokes, and should visibly indicate which window is active as well. A familiar focus policy is called ``click-to-focus''. This is the model utilized by Microsoft Windows, in which a window becomes active upon receiving a mouse click. X does not support any particular focus policy. Instead, the window manager controls which window has the focus at any one time. Different window managers will support different focus methods. All of them support click to focus, and the majority of them support several others. The most popular focus policies are: focus-follows-mouse The window that is under the mouse pointer is the window that has the focus. This may not necessarily be the window that is on top of all the other windows. The focus is changed by pointing at another window, there is no need to click in it as well. sloppy-focus This policy is a small extension to focus-follows-mouse. With focus-follows-mouse, if the mouse is moved over the root window (or background) then no window has the focus, and keystrokes are simply lost. With sloppy-focus, focus is only changed when the cursor enters a new window, and not when exiting the current window. click-to-focus 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. Many window managers support other policies, as well as variations on these. Be sure to consult the documentation for the window manager itself. -------------------------------------------------------------- 5.2.4 Widgets The X approach of providing tools and not policy extends to the widgets seen on screen in each application. ``Widget'' is a term for all the items in the user interface that can be clicked or manipulated in some way; buttons, check boxes, radio buttons, icons, lists, and so on. Microsoft Windows calls these ``controls''. Microsoft Windows and Apple's Mac OS both have a very rigid widget policy. Application developers are supposed to ensure that their applications share a common look and feel. With X, it was not considered sensible to mandate a particular graphical style, or set of widgets to adhere to. As a result, do not expect X applications to have a common look and feel. There are several popular widget sets and variations, including the original Athena widget set from MIT, Motif(R) (on which the widget set in Microsoft Windows was modeled, all bevelled edges and three shades of grey), OpenLook, and others. Most newer X applications today will use a modern-looking widget set, either Qt, used by KDE, or GTK+, used by the GNOME project. In this respect, there is some convergence in look-and-feel of the UNIX desktop, which certainly makes things easier for the novice user. -------------------------------------------------------------- 5.3 Installing X11 X.org or XFree86 may be installed on DragonFly. DragonFly doesn't force a default implementation, but recommends X.org. X.org is the X server of the open source X Window System implementation released by the X.Org Foundation. X.org is based on the code of XFree86 4.4RC2 and X11R6.6. The X.Org Foundation released X11R6.7 in April 2004 and X11R6.8.2 in February 2005, this latter is the version currently available in the DragonFly pkgsrc framework. To build and install X.org from the Ports Collection: # cd /usr/pkgsrc/meta-pkgs/xorg # bmake install clean Note: To build X.org in its entirety, be sure to have at least 4 GB of free space available. To build and install XFree86 from the pkgsrc framework: # echo "X11_TYPE=XFree86" >> /etc/mk.conf # cd /usr/pkgsrc/meta-pkgs/XFree86 # bmake install clean Alternatively, X11 can be installed directly from packages. Binary packages to use with pkg_add(1) tool are also available for X11. If you have configured PKG_PATH the remote fetching feature of pkg_add(1) is used, the version number of the package is not required. pkg_add(1) will automatically fetch the latest version of the application. So to fetch and install the package of X.org, simply type: # pkg_add xorg The XFree86 4.X package can be installed by typing: # pkg_add XFree86 Note: The examples above will install the complete X11 distribution including the servers, clients, fonts etc. Separate packages and ports of X11 are also available. The rest of this chapter will explain how to configure X11, and how to set up a productive desktop environment. -------------------------------------------------------------- 5.4 X11 Configuration Contributed by Christopher Shumway. -------------------------------------------------------------- 5.4.1 Before Starting Before configuration of X11 the following information about the target system is needed: * Monitor specifications * Video Adapter chipset * Video Adapter memory The specifications for the monitor are used by X11 to determine the resolution and refresh rate to run at. These specifications can usually be obtained from the documentation that came with the monitor or from the manufacturer's website. There are two ranges of numbers that are needed, the horizontal scan rate and the vertical synchronization rate. The video adapter's chipset defines what driver module X11 uses to talk to the graphics hardware. With most chipsets, this can be automatically determined, but it is still useful to know in case the automatic detection does not work correctly. Video memory on the graphic adapter determines the resolution and color depth which the system can run at. This is important to know so the user knows the limitations of the system. -------------------------------------------------------------- 5.4.2 Configuring X11 Configuration of X11 is a multi-step process. The first step is to build an initial configuration file. As the super user, simply run: # Xorg -configure In the case of XFree86 type: # XFree86 -configure This will generate an X11 configuration skeleton file in the /root directory called xorg.conf.new (whether you su(1) or do a direct login affects the inherited supervisor $HOME directory variable). For XFree86, this configuration file is called XF86Config.new. The X11 program will attempt to probe the graphics hardware on the system and write a configuration file to load the proper drivers for the detected hardware on the target system. The next step is to test the existing configuration to verify that X.org can work with the graphics hardware on the target system. To perform this task, type: # Xorg -config xorg.conf.new XFree86 users will type: # XFree86 -xf86config XF86Config.new If a black and grey grid and an X mouse cursor appear, the configuration was successful. To exit the test, just press Ctrl+Alt+Backspace simultaneously. Note: If the mouse does not work, you will need to first configure it before proceeding. Next, tune the xorg.conf.new (or XF86Config.new if you are running XFree86) configuration file to taste. Open the file in a text editor such as emacs(1) or ee(1). First, add the frequencies for the target system's monitor. These are usually expressed as a horizontal and vertical synchronization rate. These values are added to the xorg.conf.new file under the "Monitor" section: Section "Monitor" Identifier "Monitor0" VendorName "Monitor Vendor" ModelName "Monitor Model" HorizSync 30-107 VertRefresh 48-120 EndSection The HorizSync and VertRefresh keywords may be missing in the configuration file. If they are, they need to be added, with the correct horizontal synchronization rate placed after the HorizSync keyword and the vertical synchronization rate after the VertRefresh keyword. In the example above the target monitor's rates were entered. 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 (or XF86Config.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) (or XFree86(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 X11 log files, which contain information on each device that the X11 server attaches to. X.org log file names are in the format of /var/log/Xorg.0.log (XFree86 log file names follow the format of XFree86.0.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) (or XFree86(1)) can find it. This is typically /etc/X11/xorg.conf or /usr/pkg/xorg/lib/X11/xorg.conf (for XFree86 it is called /etc/X11/XF86Config or /usr/pkg/XFree86/lib/X11/XF86Config). # cp xorg.conf.new /etc/X11/xorg.conf For XFree86: # cp XF86Config.new /etc/X11/XF86Config The X11 configuration process is now complete. You can start XFree86 4.X or X.org with startx(1). The X11 server may also be started with the use of xdm(1). Note: There is also a graphical configuration tool, xorgcfg(1) (xf86cfg(1) for XFree86), that comes with the X11 distribution. It allows you to interactively define your configuration by choosing the appropriate drivers and settings. This program can be invoked from the console, by typing the command xorgcfg -textmode. For more details, refer to the xorgcfg(1) and xf86cfg(1) manual pages. Alternatively, there is also a tool called xorgconfig(1) (xf86config(1) for XFree86), this program is a console utility that is less user friendly, but it may work in situations where the other tools do not. -------------------------------------------------------------- 5.4.3 Advanced Configuration Topics 5.4.3.1 Configuration with Intel(R) i810 Graphics Chipsets Configuration with Intel(R) i810 integrated chipsets requires the agpgart AGP programming interface for X11 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. If you are using XFree86 4.1.0 (or later) and messages about unresolved symbols like fbPictureInit appear, try adding the following line after Driver "i810" in the X11 configuration file: Option "NoDDC" -------------------------------------------------------------- 5.5 Using Fonts in X11 Contributed by Murray Stokely. 5.5.1 Type1 Fonts The default fonts that ship with X11 are less than ideal for typical desktop publishing applications. Large presentation fonts show up jagged and unprofessional looking, and small fonts in Netscape are almost completely unintelligible. However, there are several free, high quality Type1 (PostScript(R)) fonts available which can be readily used with X11. For instance, the Freefonts collection (fonts/freefonts) includes a lot of 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, X11 can be configured to use TrueType fonts with a minimum of effort. For more details on this, see the X(7) manual page or the section on TrueType fonts. To install the Freefonts font collection from the pkgsrc framework, run the following commands: # cd /usr/pkgsrc/fonts/freefonts # bmake install clean And likewise with the other collections. To have the X server detect these fonts, add an appropriate line to the X server configuration file in /etc/X11/ (xorg.conf for X.org and XF86Config for XFree86), which reads: FontPath "/usr/pkg/lib/X11/fonts/freefont/" Alternatively, at the command line in the X session run: % xset fp+ /usr/pkg/lib/X11/fonts/freefont/ % 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/pkg/xorg/etc/fonts/local.conf file: see the section on anti-aliasing. -------------------------------------------------------------- 5.5.2 TrueType(R) Fonts Both XFree86 4.X and X.org have 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 or /etc/X11/XF86Config file. Load "freetype" For XFree86 3.3.X, a separate TrueType font server is needed. Xfstt is commonly used for this purpose. To install Xfstt, simply install the port x11/xfstt. Now make a directory for the TrueType fonts (for example, /usr/pkg/xorg/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(R); they must be in UNIX/MS-DOS/Windows format for use by X11. 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 pkgsrc framework as fonts/ttmkfdir2. # cd /usr/pkg/xorg/lib/X11/fonts/TrueType # ttmkfdir > fonts.dir Now add the TrueType directory to the font path. This is just the same as described above for Type1 fonts, that is, use % xset fp+ /usr/pkg/xorg/lib/X11/fonts/TrueType % xset fp rehash or add a FontPath line to the xorg.conf (or XF86Config) file. That's it. Now Netscape, Gimp, StarOffice(TM), 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. -------------------------------------------------------------- 5.5.3 Anti-Aliased Fonts Updated by Joe Marcus Clarke. Anti-aliasing has been available in X11 since XFree86 4.0.2. However, font configuration was cumbersome before the introduction of XFree86 4.3.0. Beginning with XFree86 4.3.0, all fonts in X11 that are found in /usr/pkg/xorg/lib/X11/fonts/ and ~/.fonts/ are automatically made available for anti-aliasing to Xft-aware applications. Not all applications are Xft-aware, but many have received Xft support. Examples of Xft-aware applications include Qt 2.3 and higher (the toolkit for the KDE desktop), GTK+ 2.0 and higher (the toolkit for the GNOME desktop), and Mozilla 1.2 and higher. 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/pkg/xorg/lib/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 tag: As previously stated, all fonts in /usr/pkg/xorg/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/pkg/lib/etc/fonts/local.conf: /path/to/my/fonts 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: 14 false 14 false 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: fixed mono console mono (this aliases the other common names for fixed fonts as "mono"), and then add: mono 100 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 such as Mozilla to crash. To avoid this, consider adding the following to local.conf: Helvetica sans-serif Once you have finished editing local.conf make sure you end the file with the tag. Not doing this will cause your changes to be ignored. The default font set that comes with X11 is not very desirable when it comes to anti-aliasing. A much better set of default fonts can be found in the fonts/vera-ttf port. This port will install a /usr/pkg/lib/etc/fonts/local.conf file if one does not exist already. If the file does exist, the port will create a /usr/pkg/lib/etc/fonts/local.conf-vera file. Merge the contents of this file into /usr/pkg/lib/etc/fonts/local.conf, and the Bitstream fonts will automatically replace the default X11 Serif, Sans Serif, and Monospaced fonts. 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: unknown rgb Note: Depending on the sort of display, rgb may need to be changed to bgr, vrgb or vbgr: experiment and see which works best. Anti-aliasing should be enabled the next time the X server is started. However, programs must know how to take advantage of it. At present, the Qt toolkit does, so the entire KDE environment can use anti-aliased fonts. GTK+ and GNOME can also be made to use anti-aliasing via the ``Font'' capplet (see Section 5.7.1.3 for details). By default, Mozilla 1.2 and greater will automatically use anti-aliasing. To disable this, rebuild Mozilla with the -DWITHOUT_XFT flag. -------------------------------------------------------------- 5.6 The X Display Manager Contributed by Seth Kingsley. 5.6.1 Overview The X Display Manager (XDM) is an optional part of the X Window System that is used for login session management. This is useful for several types of situations, including minimal ``X Terminals'', desktops, and large network display servers. Since the X Window System is network and protocol independent, there are a wide variety of possible configurations for running X clients and servers on different machines connected by a network. XDM provides a graphical interface for choosing which display server to connect to, and entering authorization information such as a login and password combination. Think of XDM as providing the same functionality to the user as the getty(8) utility (see Section 17.3.2 for details). That is, it performs system logins to the display being connected to and then runs a session manager on behalf of the user (usually an X window manager). XDM then waits for this program to exit, signaling that the user is done and should be logged out of the display. At this point, XDM can display the login and display chooser screens for the next user to login. -------------------------------------------------------------- 5.6.2 Using XDM The XDM daemon program is located in /usr/pkg/xorg/bin/xdm. This program can be run at any time as root and it will start managing the X display on the local machine. If XDM is to be run every time the machine boots up, a convenient way to do this is by adding an entry to /etc/ttys. For more information about the format and usage of this file, see Section 17.3.2.1. There is a line in the default /etc/ttys file for running the XDM daemon on a virtual terminal: ttyv8 "/usr/pkg/xorg/bin/xdm -nodaemon" xterm off secure By default this entry is disabled; in order to enable it change field 5 from off to on and restart init(8) using the directions in Section 17.3.2.2. The first field, the name of the terminal this program will manage, is ttyv8. This means that XDM will start running on the 9th virtual terminal. -------------------------------------------------------------- 5.6.3 Configuring XDM The XDM configuration directory is located in /var/lib/xdm. The sample configuration files are in /usr/pkg/share/examples/xorg/xdm/, in this directory there are several files used to change the behavior and appearance of XDM. Typically these files will be found: File Description Xaccess Client authorization ruleset. Xresources Default X resource values. Xservers List of remote and local displays to manage. Xsession Default session script for logins. Xsetup_* Script to launch applications before the login interface. xdm-config Global configuration for all displays running on this machine. xdm-errors Errors generated by the server program. xdm-pid The process ID of the currently running XDM. Also in this directory are a few scripts and programs used to set up the desktop when XDM is running. The purpose of each of these files will be briefly described. The exact syntax and usage of all of these files is described in xdm(1). 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. This is a good starting point for changing the look and feel of XDM screens. -------------------------------------------------------------- 5.6.3.1 Xaccess The protocol for connecting to XDM controlled displays is called the X Display Manager Connection Protocol (XDMCP). This file is a ruleset for controlling XDMCP connections from remote machines. It is ignored unless the xdm-config is changed to listen for remote connections. By default, it does not allow any clients to connect. -------------------------------------------------------------- 5.6.3.2 Xresources This is an application-defaults file for the display chooser and the login screens. This is where the appearance of the login program can be modified. The format is identical to the app-defaults file described in the X11 documentation. -------------------------------------------------------------- 5.6.3.3 Xservers This is a list of the remote displays the chooser should provide as choices. -------------------------------------------------------------- 5.6.3.4 Xsession This is the default session script for XDM to run after a user has logged in. Normally each user will have a customized session script in ~/.xsession that overrides this script. -------------------------------------------------------------- 5.6.3.5 Xsetup_* These will be run automatically before displaying the chooser or login interfaces. There is a script for each display being used, named Xsetup_ followed by the local display number (for instance Xsetup_0). Typically these scripts will run one or two programs in the background such as xconsole. -------------------------------------------------------------- 5.6.3.6 xdm-config This contains settings in the form of app-defaults that are applicable to every display that this installation manages. -------------------------------------------------------------- 5.6.3.7 xdm-errors This contains the output of the X servers that XDM is trying to run. If a display that XDM is trying to start hangs for some reason, this is a good place to look for error messages. These messages are also written to the user's ~/.xsession-errors file on a per-session basis. -------------------------------------------------------------- 5.6.4 Running a Network Display Server In order for other clients to connect to the display server, edit the access control rules, and enable the connection listener. By default these are set to conservative values. To make XDM listen for connections, first comment out a line in the xdm-config file: ! 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 and then restart XDM. Remember that comments in app-defaults files begin with a ``!'' character, not the usual ``#''. More strict access controls may be desired. Look at the example entries in Xaccess, and refer to the xdm(1) manual page. -------------------------------------------------------------- 5.6.5 Replacements for XDM Several replacements for the default XDM program exist. One of them, kdm (bundled with KDE) is described later in this chapter. The kdm display manager offers many visual improvements and cosmetic frills, as well as the functionality to allow users to choose their window manager of choice at login time. -------------------------------------------------------------- 5.7 Desktop Environments Contributed by Valentino Vaschetto. This section describes the different desktop environments available for X on FreeBSD. A ``desktop environment'' can mean anything ranging from a simple window manager to a complete suite of desktop applications, such as KDE or GNOME. -------------------------------------------------------------- 5.7.1 GNOME 5.7.1.1 About GNOME GNOME is a user-friendly desktop environment that enables users to easily use and configure their computers. GNOME includes a panel (for starting applications and displaying status), a desktop (where data and applications can be placed), a set of standard desktop tools and applications, and a set of conventions that make it easy for applications to cooperate and be consistent with each other. Users of other operating systems or environments should feel right at home using the powerful graphics-driven environment that GNOME provides. -------------------------------------------------------------- 5.7.1.2 Installing GNOME GNOME can be easily installed from a package or from the pkgsrc framework: To install the GNOME package from the network, simply type: # pkg_add gnome To build GNOME from source, use the ports tree: # cd /usr/pkgsrc/meta-pkgs/gnome # bmake install clean Once GNOME is installed, the X server must be told to start GNOME instead of a default window manager. The easiest way to start GNOME is with GDM, the GNOME Display Manager. GDM, which is installed as a part of the GNOME desktop (but is disabled by default), can be enabled by adding gdm_enable="YES" to /etc/rc.conf. Once you have rebooted, GNOME will start automatically once you log in -- no further configuration is necessary. GNOME may also be started from the command-line by properly configuring a file named .xinitrc. If a custom .xinitrc is already in place, simply replace the line that starts the current window manager with one that starts /usr/pkg/bin/gnome-session instead. If nothing special has been done to the configuration file, then it is enough simply to type: % echo "/usr/pkg/bin/gnome-session" > ~/.xinitrc Next, type startx, and the GNOME desktop environment will be started. Note: If an older display manager, like XDM, is being used, this will not work. Instead, create an executable .xsession file with the same command in it. To do this, edit the file and replace the existing window manager command with /usr/pkg/bin/gnome-session: % echo "#!/bin/sh" > ~/.xsession % echo "/usr/pkg/bin/gnome-session" >> ~/.xsession % chmod +x ~/.xsession Yet another option is to configure the display manager to allow choosing the window manager at login time; the section on KDE details explains how to do this for kdm, the display manager of KDE. -------------------------------------------------------------- 5.7.1.3 Anti-aliased Fonts with GNOME X11 supports anti-aliasing via its ``RENDER'' extension. GTK+ 2.0 and greater (the toolkit used by GNOME) can make use of this functionality. Configuring anti-aliasing is described in Section 5.5.3. So, with up-to-date software, anti-aliasing is possible within the GNOME desktop. Just go to Applications->Desktop Preferences->Font, and select either Best shapes, Best contrast, or Subpixel smoothing (LCDs). For a GTK+ application that is not part of the GNOME desktop, set the environment variable GDK_USE_XFT to 1 before launching the program. -------------------------------------------------------------- 5.7.2 KDE -------------------------------------------------------------- 5.7.2.1 About KDE KDE is an easy to use contemporary desktop environment. Some of the things that KDE brings to the user are: * A beautiful contemporary desktop * A desktop exhibiting complete network transparency * An integrated help system allowing for convenient, consistent access to help on the use of the KDE desktop and its applications * Consistent look and feel of all KDE applications * Standardized menu and toolbars, keybindings, color-schemes, etc. * Internationalization: KDE is available in more than 40 languages * Centralized consisted dialog driven desktop configuration * A great number of useful KDE applications KDE comes with a web browser called Konqueror, which represents a solid competitor to other existing web browsers on UNIX systems. More information on KDE can be found on the KDE website. -------------------------------------------------------------- 5.7.2.2 Installing KDE Just as with GNOME or any other desktop environment, the easiest way to install KDE is through the pkgsrc framework or from a package: To install the KDE package from the network, simply type: # pkg_add kde pkg_add(1) will automatically fetch the latest version of the application. To build KDE from source, use the ports tree: # cd /usr/pkgsrc/meta-pkgs/kde3 # bmake install clean After KDE has been installed, the X server must be told to launch this application instead of the default window manager. This is accomplished by editing the .xinitrc file: % echo "exec startkde" > ~/.xinitrc Now, whenever the X Window System is invoked with startx, KDE will be the desktop. If a display manager such as XDM is being used, the configuration is slightly different. Edit the .xsession file instead. Instructions for kdm are described later in this chapter. -------------------------------------------------------------- 5.7.3 More Details on KDE Now that KDE is installed on the system, most things can be discovered through the help pages, or just by pointing and clicking at various menus. Windows or Mac(R) users will feel quite at home. The best reference for KDE is the on-line documentation. KDE comes with its own web browser, Konqueror, dozens of useful applications, and extensive documentation. The remainder of this section discusses the technical items that are difficult to learn by random exploration. -------------------------------------------------------------- 5.7.3.1 The KDE Display Manager An administrator of a multi-user system may wish to have a graphical login screen to welcome users. XDM can be used, as described earlier. However, KDE includes an alternative, kdm, which is designed to look more attractive and include more login-time options. In particular, users can easily choose (via a menu) which desktop environment (KDE, GNOME, or something else) to run after logging on. To enable kdm, the ttyv8 entry in /etc/ttys has to be adapted. The line should look as follows: ttyv8 "/usr/pkg/bin/kdm -nodaemon" xterm on secure -------------------------------------------------------------- 5.7.4 XFce 5.7.4.1 About XFce XFce is a desktop environment based on the GTK+ toolkit used by GNOME, but is much more lightweight and meant for those who want a simple, efficient desktop which is nevertheless easy to use and configure. Visually, it looks very much like CDE, found on commercial UNIX systems. Some of XFce's features are: * A simple, easy-to-handle desktop * Fully configurable via mouse, with drag and drop, etc * Main panel similar to CDE, with menus, applets and applications launchers * Integrated window manager, file manager, sound manager, GNOME compliance module, and other things * Themeable (since it uses GTK+) * Fast, light and efficient: ideal for older/slower machines or machines with memory limitations More information on XFce can be found on the XFce website. -------------------------------------------------------------- 5.7.4.2 Installing XFce A binary package for XFce exists (at the time of writing). To install, simply type: # pkg_add -r xfce4 Alternatively, to build from source, use the pkgsrc framework: # cd /usr/pkgsrc/meta-pkgs/xfce4 # make install clean Now, tell the X server to launch XFce the next time X is started. Simply type this: % echo "/usr/pkgsrc/bin/startxfce4" > ~/.xinitrc The next time X is started, XFce will be the desktop. As before, if a display manager like XDM is being used, create an .xsession, as described in the section on GNOME, but with the /usr/pkg/bin/startxfce4 command; or, configure the display manager to allow choosing a desktop at login time, as explained in the section on kdm. II. System Administration The remaining chapters of the DragonFly Handbook cover all aspects of DragonFly 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 DragonFly. Table of Contents 6 Configuration and Tuning 7 The DragonFly Booting Process 8 Users and Basic Account Management 9 Configuring the DragonFly Kernel 10 Security 11 Printing 12 Storage 13 The Vinum Volume Manager 14 Localization - I18N/L10N Usage and Setup 15 Desktop Applications 16 Multimedia 17 Serial Communications 18 PPP and SLIP 19 Advanced Networking 20 Electronic Mail 21 Updating DragonFly 22 Linux Binary Compatibility -------------------------------------------------------------- Chapter 6 Configuration and Tuning Written by Chern Lee. Based on a tutorial written by Mike Smith. Also based on tuning(7) written by Matt Dillon. 6.1 Synopsis One of the important aspects of DragonFly is system configuration. Correct system configuration will help prevent headaches during future upgrades. This chapter will explain much of the DragonFly configuration process, including some of the parameters which can be set to tune a DragonFly system. After reading this chapter, you will know: * How to efficiently work with file systems and swap partitions. * The basics of rc.conf configuration and rc.d startup systems. * How to configure and test a network card. * How to configure virtual hosts on your network devices. * How to use the various configuration files in /etc. * How to tune DragonFly using sysctl variables. * How to tune disk performance and modify kernel limitations. Before reading this chapter, you should: * Understand UNIX and DragonFly basics (Chapter 3). * Be familiar with the basics of kernel configuration/compilation (Chapter 9). -------------------------------------------------------------- 6.2 Initial Configuration 6.2.1 Partition Layout -------------------------------------------------------------- 6.2.1.1 Base Partitions When laying out file systems with disklabel(8) 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. It is a good idea to create partitions in a similar order to: root, swap, /var, /usr. The size of /var reflects the intended machine usage. /var is used to hold mailboxes, log files, and printer spools. Mailboxes and log files can grow to unexpected sizes depending on how many users exist and how long log files are kept. Most users would never require a gigabyte, but remember that /var/tmp must be large enough to contain packages. The /usr partition holds much of the files required to support the system, the pkgsrc collection (recommended) and the source code (optional). At least 2 gigabytes would be 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. -------------------------------------------------------------- 6.2.1.2 Swap Partition As a rule of thumb, the swap partition should be about double the size of system memory (RAM). For example, if the machine has 128 megabytes of memory, the swap file should be 256 megabytes. Systems with less memory may perform better with more swap. Less than 256 megabytes of swap is not recommended and memory expansion should be considered. The kernel's VM paging algorithms are tuned to perform best when the swap partition is at least two times the size of main memory. 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 recommend that a swap is 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. -------------------------------------------------------------- 6.2.1.3 Why Partition? Several users think a single large partition will be fine, but there are several reasons why this is a bad idea. First, each partition has different operational characteristics and separating them allows the file system to tune accordingly. For example, the root and /usr partitions are read-mostly, without much writing. While a lot of reading and writing could occur in /var and /var/tmp. 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. Now 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. Finally, there are safety concerns. A smaller, neater root partition which is mostly read-only has a greater chance of surviving a bad crash. -------------------------------------------------------------- 6.3 Core Configuration The principal location for system configuration information is within /etc/rc.conf. This file contains a wide range of configuration information, principally used at system startup to configure the system. Its name directly implies this; it is configuration information for the rc* files. An administrator should make entries in the rc.conf file to override the default settings from /etc/defaults/rc.conf. The defaults file should not be copied verbatim to /etc - it contains default values, not examples. All system-specific changes should be made in the rc.conf file itself. A number of strategies may be applied in clustered applications to separate site-wide configuration from system-specific configuration in order to keep administration overhead down. The recommended approach is to place site-wide configuration into another file, such as /etc/rc.conf.site, and then include this file into /etc/rc.conf, which will contain only system-specific information. As rc.conf is read by sh(1) it is trivial to achieve this. For example: * rc.conf: . rc.conf.site hostname="node15.example.com" network_interfaces="fxp0 lo0" ifconfig_fxp0="inet 10.1.1.1" * rc.conf.site: defaultrouter="10.1.1.254" saver="daemon" blanktime="100" The rc.conf.site file can then be distributed to every system using rsync or a similar program, while the rc.conf file remains unique. Upgrading the system using make world will not overwrite the rc.conf file, so system configuration information will not be lost. -------------------------------------------------------------- 6.4 Application Configuration Typically, installed applications have their own configuration files, with their own syntax, etc. It is important that these files be kept separate from the base system, so that they may be easily located and managed by the package management tools. Typically, these files are installed 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. Normally, when a port or package is installed, sample configuration files are also installed. These are usually identified with a .default suffix. If there are no existing configuration files for the application, they will be created by copying the .default files. For example, consider the contents of the directory /usr/local/etc/apache: -rw-r--r-- 1 root wheel 2184 May 20 1998 access.conf -rw-r--r-- 1 root wheel 2184 May 20 1998 access.conf.default -rw-r--r-- 1 root wheel 9555 May 20 1998 httpd.conf -rw-r--r-- 1 root wheel 9555 May 20 1998 httpd.conf.default -rw-r--r-- 1 root wheel 12205 May 20 1998 magic -rw-r--r-- 1 root wheel 12205 May 20 1998 magic.default -rw-r--r-- 1 root wheel 2700 May 20 1998 mime.types -rw-r--r-- 1 root wheel 2700 May 20 1998 mime.types.default -rw-r--r-- 1 root wheel 7980 May 20 1998 srm.conf -rw-r--r-- 1 root wheel 7933 May 20 1998 srm.conf.default The file sizes show that only the srm.conf file has been changed. A later update of the Apache port would not overwrite this changed file. -------------------------------------------------------------- 6.5 Starting Services It is common for a system to host a number of services. These may be started in several different fashions, each having different advantages. Software installed from a port or the packages collection will often place a script in /usr/local/etc/rc.d which is invoked at system startup with a start argument, and at system shutdown with a stop argument. This is the recommended way for starting system-wide services that are to be run as root, or that expect to be started as root. These scripts are registered as part of the installation of the package, and will be removed when the package is removed. A generic startup script in /usr/local/etc/rc.d looks like: #!/bin/sh echo -n ' FooBar' case "$1" in start) /usr/local/bin/foobar ;; stop) kill -9 `cat /var/run/foobar.pid` ;; *) echo "Usage: `basename $0` {start|stop}" >&2 exit 64 ;; esac exit 0 The startup scripts of DragonFly will look in /usr/local/etc/rc.d for scripts that have an .sh extension and are executable by root. Those scripts that are found are called with an option start at startup, and stop at shutdown to allow them to carry out their purpose. So if you wanted the above sample script to be picked up and run at the proper time during system startup, you should save it to a file called FooBar.sh in /usr/local/etc/rc.d and make sure it is executable. You can make a shell script executable with chmod(1) as shown below: # chmod 755 FooBar.sh Some services expect to be invoked by inetd(8) when a connection is received on a suitable port. This is common for mail reader servers (POP and IMAP, etc.). These services are enabled by editing the file /etc/inetd.conf. See inetd(8) for details on editing this file. Some additional system services may not be covered by the toggles in /etc/rc.conf. These are traditionally enabled by placing the command(s) to invoke them in /etc/rc.local (which does not exist by default). Note that rc.local is generally regarded as the location of last resort; if there is a better place to start a service, do it there. Note: Do not place any commands in /etc/rc.conf. To start daemons, or run any commands at boot time, place a script in /usr/local/etc/rc.d instead. It is also possible to use the cron(8) daemon to start system services. This approach has a number of advantages, not least being that because cron(8) runs these processes as the owner of the crontab, services may be started and maintained by non-root users. This takes advantage of a feature of cron(8): the time specification may be replaced by @reboot, which will cause the job to be run when cron(8) is started shortly after system boot. -------------------------------------------------------------- 6.6 Configuring the cron Utility Contributed by Tom Rhodes. One of the most useful utilities in DragonFly is cron(8). The cron utility runs in the background and constantly checks the /etc/crontab file. The cron utility also checks the /var/cron/tabs directory, in search of new crontab files. These crontab files store information about specific functions which cron is supposed to perform at certain times. The cron utility uses two different types of configuration files, the system crontab and user crontabs. The only difference between these two formats is the sixth field. In the system crontab, the sixth field is the name of a user for the command to run as. This gives the system crontab the ability to run commands as any user. In a user crontab, the sixth field is the command to run, and all commands run as the user who created the crontab; this is an important security feature. Note: User crontabs allow individual users to schedule tasks without the need for root privileges. Commands in a user's crontab run with the permissions of the user who owns the crontab. The root user can have a user crontab just like any other user. This one is different from /etc/crontab (the system crontab). Because of the system crontab, there's usually no need to create a user crontab for root. Let us take a look at the /etc/crontab file (the system crontab): # /etc/crontab - root's crontab for DragonFly # # (1) # SHELL=/bin/sh PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin (2) HOME=/var/log # # #minute hour mday month wday who command (3) # # */5 * * * * root /usr/libexec/atrun (4) (1) Like most DragonFly configuration files, the # character represents a comment. 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) First, the environment must be defined. The equals (=) character is used to define any environment settings, as with this example where it is used for the SHELL, PATH, and HOME options. If the shell line is omitted, cron will use the default, which is sh. If the PATH variable is omitted, no default will be used and file locations will need to be absolute. If HOME is omitted, cron will use the invoking users home directory. (3) This line defines a total of seven fields. Listed here are the values minute, hour, mday, month, wday, who, and command. These are almost all self explanatory. minute is the time in minutes the command will be run. hour is similar to the minute option, just in hours. mday stands for day of the month. month is similar to hour and minute, as it designates the month. The wday option stands for day of the week. All these fields must be numeric values, and follow the twenty-four hour clock. The who field is special, and only exists in the /etc/crontab file. This field specifies which user the command should be run as. When a user installs his or her crontab file, they will not have this option. Finally, the command option is listed. This is the last field, so naturally it should designate the command to be executed. (4) This last line will define the values discussed above. Notice here we have a */5 listing, followed by several more * characters. These * characters mean ``first-last'', and can be interpreted as every time. So, judging by this line, it is apparent that the atrun command is to be invoked by root every five minutes regardless of what day or month it is. For more information on the atrun command, see the atrun(8) manual page. Commands can have any number of flags passed to them; however, commands which extend to multiple lines need to be broken with the backslash ``\'' continuation character. This is the basic set up for every crontab file, although there is one thing different about this one. Field number six, where we specified the username, only exists in the system /etc/crontab file. This field should be omitted for individual user crontab files. -------------------------------------------------------------- 6.6.1 Installing a Crontab Important: You must not use the procedure described here to edit/install the system crontab. Simply use your favorite editor: the cron utility will notice that the file has changed and immediately begin using the updated version. If you use crontab to load the /etc/crontab file you may get an error like ``root: not found'' because of the system crontab's additional user field. To install a freshly written user crontab, first use your favorite editor to create a file in the proper format, and then use the crontab utility. The most common usage is: % crontab crontab-file In this example, crontab-file is the filename of a crontab that was previously created. There is also an option to list installed crontab files: just pass the -l option to crontab and look over the output. For users who wish to begin their own crontab file from scratch, without the use of a template, the crontab -e option is available. This will invoke the selected editor with an empty file. When the file is saved, it will be automatically installed by the crontab command. If you later want to remove your user crontab completely, use crontab with the -r option. -------------------------------------------------------------- 6.7 Using rc under DragonFly Contributed by Tom Rhodes. DragonFly uses the NetBSD rc.d system for system initialization. Users should notice the files listed in the /etc/rc.d directory. Many of these files are for basic services which can be controlled with the start, stop, and restart options. For instance, sshd(8) can be restarted with the following command: # /etc/rc.d/sshd restart This procedure is similar for other services. Of course, services are usually started automatically as specified in rc.conf(5). For example, enabling the Network Address Translation daemon at startup is as simple as adding the following line to /etc/rc.conf: natd_enable="YES" If a natd_enable="NO" line is already present, then simply change the NO to YES. The rc scripts will automatically load any other dependent services during the next reboot, as described below. Since the rc.d system is primarily intended to start/stop services at system startup/shutdown time, the standard start, stop and restart options will only perform their action if the appropriate /etc/rc.conf variables are set. For instance the above sshd restart command 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, the commands should be prefixed with ``force''. For instance to restart sshd regardless of the current /etc/rc.conf setting, execute the following command: # /etc/rc.d/sshd forcerestart It is easy to check if a service is enabled in /etc/rc.conf by running the appropriate rc.d script with the option rcvar. Thus, an administrator can check that sshd is in fact enabled in /etc/rc.conf by running: # /etc/rc.d/sshd rcvar # sshd $sshd_enable=YES Note: The second line (# sshd) is the output from the rc.d script, not a root prompt. To determine if a service is running, a status option is available. For instance to verify that sshd is actually started: # /etc/rc.d/sshd status sshd is running as pid 433. It is also possible to reload a service. This will attempt 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. The rcNG structure is used both for network services and system initialization. Some services are run only at boot; and the RCNG system is what triggers them. Many system services depend on other services to function properly. For example, NIS and other RPC-based services may fail to start until after the rpcbind (portmapper) 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 then 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 words may be included at the top of each startup file: * PROVIDE: Specifies the services this file provides. * REQUIRE: Lists services which are required for this service. This file will run after the specified services. * BEFORE: Lists services which depend on this service. This file will run before the specified services. * KEYWORD: When rcorder(8) uses the -k option, then only the rc.d files matching this keyword are used. [5] For example, when using -k shutdown, only the rc.d scripts defining the shutdown keyword are used. With the -s option, rcorder(8) will skip any rc.d script defining the corresponding keyword to skip. For example, scripts defining the nostart keyword are skipped at boot time. By using this method, an administrator can easily control system services without the hassle of ``runlevels'' like some other UNIX operating systems. Additional information about the DragonFly rc.d system can be found in the rc(8), rc.conf(5), and rc.subr(8) manual pages. -------------------------------------------------------------- 6.8 Setting Up Network Interface Cards Contributed by Marc Fonvieille. Nowadays we can not think about a computer without thinking about a network connection. Adding and configuring a network card is a common task for any DragonFly administrator. -------------------------------------------------------------- 6.8.1 Locating the Correct Driver Before you begin, you should know the model of the card you have, the chip it uses, and whether it is a PCI or ISA card. DragonFly supports a wide variety of both PCI and ISA cards. Check the Hardware Compatibility List for your release to see if your card is supported. Once you are sure your card is supported, you need to determine the proper driver for the card. The file /usr/src/sys/i386/conf/LINT will give you the list of network interfaces drivers with some information about the supported chipsets/cards. If you have doubts about which driver is the correct one, read the manual page of the driver. The manual page will give you more information about the supported hardware and even the possible problems that could occur. If you own a common card, most of the time you will not have to look very hard for a driver. Drivers for common network cards are present in the GENERIC kernel, so your card should show up during boot, like so: dc0: <82c169 PNIC 10/100BaseTX> port 0xa000-0xa0ff mem 0xd3800000-0xd38 000ff irq 15 at device 11.0 on pci0 dc0: Ethernet address: 00:a0:cc:da:da:da miibus0: on dc0 ukphy0: on miibus0 ukphy0: 10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto dc1: <82c169 PNIC 10/100BaseTX> port 0x9800-0x98ff mem 0xd3000000-0xd30 000ff irq 11 at device 12.0 on pci0 dc1: Ethernet address: 00:a0:cc:da:da:db miibus1: on dc1 ukphy1: on miibus1 ukphy1: 10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto In this example, we see that two cards using the dc(4) driver are present on the system. To use your network card, you will need to load the proper driver. This may be accomplished in one of two ways. The easiest way is to simply load a kernel module for your network card with kldload(8). A module is not available for all network card drivers (ISA cards and cards using the ed(4) driver, for example). Alternatively, you may statically compile the support for your card into your kernel. Check /usr/src/sys/i386/conf/LINT and the manual page of the driver to know what to add in your kernel configuration file. For more information about recompiling your kernel, please see Chapter 9. If your card was detected at boot by your kernel (GENERIC) you do not have to build a new kernel. -------------------------------------------------------------- 6.8.2 Configuring the Network Card Once the right driver is loaded for the network card, the card needs to be configured. As with many other things, the network card may have been configured at installation time. To display the configuration for the network interfaces on your system, enter the following command: % ifconfig dc0: flags=8843 mtu 1500 inet 192.168.1.3 netmask 0xffffff00 broadcast 192.168.1.255 ether 00:a0:cc:da:da:da media: Ethernet autoselect (100baseTX ) status: active dc1: flags=8843 mtu 1500 inet 10.0.0.1 netmask 0xffffff00 broadcast 10.0.0.255 ether 00:a0:cc:da:da:db media: Ethernet 10baseT/UTP status: no carrier lp0: flags=8810 mtu 1500 lo0: flags=8049 mtu 16384 inet 127.0.0.1 netmask 0xff000000 tun0: flags=8010 mtu 1500 Note: Note that entries concerning IPv6 (inet6 etc.) were omitted in this example. In this example, the following devices were displayed: * dc0: The first Ethernet interface * dc1: The second Ethernet interface * lp0: The parallel port interface * lo0: The loopback device * tun0: The tunnel device used by ppp DragonFly uses the driver name followed by the order in which one the card is detected at the kernel boot to name the network card, starting the count at zero. For example, sis2 would be the third network card on the system using the sis(4) driver. In this example, the dc0 device is up and running. The key indicators are: 1. UP means that the card is configured and ready. 2. The card has an Internet (inet) address (in this case 192.168.1.3). 3. It has a valid subnet mask (netmask; 0xffffff00 is the same as 255.255.255.0). 4. It has a valid broadcast address (in this case, 192.168.1.255). 5. The MAC address of the card (ether) is 00:a0:cc:da:da:da 6. The physical media selection is on autoselection mode (media: Ethernet autoselect (100baseTX )). We see that dc1 was configured to run with 10baseT/UTP media. For more information on available media types for a driver, please refer to its manual page. 7. The status of the link (status) is active, i.e. the carrier is detected. For dc1, we see status: no carrier. This is normal when an Ethernet cable is not plugged into the card. If the ifconfig(8) output had shown something similar to: dc0: flags=8843 mtu 1500 ether 00:a0:cc:da:da:da it would indicate the card has not been configured. To configure your card, you need root privileges. The network card configuration can be done from the command line with ifconfig(8) as root. # ifconfig dc0 inet 192.168.1.3 netmask 255.255.255.0 Manually configuring the care has the disadvantage that you would have to do it after each reboot of the system. The file /etc/rc.conf is where to add the network card's configuration. Open /etc/rc.conf in your favorite editor. You need to add a line for each network card present on the system, for example in our case, we added these lines: ifconfig_dc0="inet 192.168.1.3 netmask 255.255.255.0" ifconfig_dc1="inet 10.0.0.1 netmask 255.255.255.0 media 10baseT/UTP" You have to replace dc0, dc1, and so on, with the correct device for your cards, and the addresses with the proper ones. You should read the card driver and ifconfig(8) manual pages for more details about the allowed options and also rc.conf(5) manual page for more information on the syntax of /etc/rc.conf. If you configured the network during installation, some lines about the network card(s) may be already present. Double check /etc/rc.conf before adding any lines. You will also have to edit the file /etc/hosts to add the names and the IP addresses of various machines of the LAN, if they are not already there. For more information please refer to hosts(5) and to /usr/share/examples/etc/hosts. -------------------------------------------------------------- 6.8.3 Testing and Troubleshooting Once you have made the necessary changes in /etc/rc.conf, you should reboot your system. This will allow the change(s) to the interface(s) to be applied, and verify that the system restarts without any configuration errors. Once the system has been rebooted, you should test the network interfaces. -------------------------------------------------------------- 6.8.3.1 Testing the Ethernet Card To verify that an Ethernet card is configured correctly, you have to try two things. First, ping the interface itself, and then ping another machine on the LAN. First test the local interface: % ping -c5 192.168.1.3 PING 192.168.1.3 (192.168.1.3): 56 data bytes 64 bytes from 192.168.1.3: icmp_seq=0 ttl=64 time=0.082 ms 64 bytes from 192.168.1.3: icmp_seq=1 ttl=64 time=0.074 ms 64 bytes from 192.168.1.3: icmp_seq=2 ttl=64 time=0.076 ms 64 bytes from 192.168.1.3: icmp_seq=3 ttl=64 time=0.108 ms 64 bytes from 192.168.1.3: icmp_seq=4 ttl=64 time=0.076 ms --- 192.168.1.3 ping statistics --- 5 packets transmitted, 5 packets received, 0% packet loss round-trip min/avg/max/stddev = 0.074/0.083/0.108/0.013 ms Now we have to ping another machine on the LAN: % ping -c5 192.168.1.2 PING 192.168.1.2 (192.168.1.2): 56 data bytes 64 bytes from 192.168.1.2: icmp_seq=0 ttl=64 time=0.726 ms 64 bytes from 192.168.1.2: icmp_seq=1 ttl=64 time=0.766 ms 64 bytes from 192.168.1.2: icmp_seq=2 ttl=64 time=0.700 ms 64 bytes from 192.168.1.2: icmp_seq=3 ttl=64 time=0.747 ms 64 bytes from 192.168.1.2: icmp_seq=4 ttl=64 time=0.704 ms --- 192.168.1.2 ping statistics --- 5 packets transmitted, 5 packets received, 0% packet loss round-trip min/avg/max/stddev = 0.700/0.729/0.766/0.025 ms You could also use the machine name instead of 192.168.1.2 if you have set up the /etc/hosts file. -------------------------------------------------------------- 6.8.3.2 Troubleshooting Troubleshooting hardware and software configurations is always a pain, and a pain which can be alleviated by checking the simple things first. Is your network cable plugged in? Have you properly configured the network services? Did you configure the firewall correctly? Is the card you are using supported by DragonFly? Always check the hardware notes before sending off a bug report. Update your version of DragonFly to the latest PREVIEW version. Check the mailing list archives, or perhaps search the Internet. If the card works, yet performance is poor, it would be worthwhile to read over the tuning(7) manual page. You can also check the network configuration as incorrect network settings can cause slow connections. Some users experience one or two ``device timeouts'', which is normal for some cards. If they continue, or are bothersome, you may wish to be sure the device is not conflicting with another device. Double check the cable connections. Perhaps you may just need to get another card. At times, users see a few ``watchdog timeout'' errors. The first thing to do here is to check your network cable. Many cards require a PCI slot which supports Bus Mastering. On some old motherboards, only one PCI slot allows it (usually slot 0). Check the network card and the motherboard documentation to determine if that may be the problem. ``No route to host'' messages occur if the system is unable to route a packet to the destination host. This can happen if no default route is specified, or if a cable is unplugged. Check the output of netstat -rn and make sure there is a valid route to the host you are trying to reach. If there is not, read on to Chapter 19. ``ping: sendto: Permission denied'' error messages are often caused by a misconfigured firewall. If ipfw is enabled in the kernel but no rules have been defined, then the default policy is to deny all traffic, even ping requests! Read on to Section 10.7 for more information. Sometimes performance of the card is poor, or below average. In these cases it is best to set the media selection mode from autoselect to the correct media selection. While this usually works for most hardware, it may not resolve this issue for everyone. Again, check all the network settings, and read over the tuning(7) manual page. -------------------------------------------------------------- 6.9 Virtual Hosts A very common use of DragonFly is virtual site hosting, where one server appears to the network as many servers. This is achieved by assigning multiple network addresses to a single interface. A given network interface has one ``real'' address, and may have any number of ``alias'' addresses. These aliases are normally added by placing alias entries in /etc/rc.conf. An alias entry for the interface fxp0 looks like: ifconfig_fxp0_alias0="inet xxx.xxx.xxx.xxx netmask xxx.xxx.xxx.xxx" Note that alias entries must start with alias0 and proceed upwards in order, (for example, _alias1, _alias2, and so on). The configuration process will stop at the first missing number. The calculation of alias netmasks is important, but fortunately quite simple. For a given interface, there must be one address which correctly represents the network's netmask. Any other addresses which fall within this network must have a netmask of all 1s (expressed as either 255.255.255.255 or 0xffffffff). For example, consider the case where the fxp0 interface is connected to two networks, the 10.1.1.0 network with a netmask of 255.255.255.0 and the 202.0.75.16 network with a netmask of 255.255.255.240. We want the system to appear at 10.1.1.1 through 10.1.1.5 and at 202.0.75.17 through 202.0.75.20. As noted above, only the first address in a given network range (in this case, 10.0.1.1 and 202.0.75.17) should have a real netmask; all the rest (10.1.1.2 through 10.1.1.5 and 202.0.75.18 through 202.0.75.20) must be configured with a netmask of 255.255.255.255. The following entries configure the adapter correctly for this arrangement: ifconfig_fxp0="inet 10.1.1.1 netmask 255.255.255.0" ifconfig_fxp0_alias0="inet 10.1.1.2 netmask 255.255.255.255" ifconfig_fxp0_alias1="inet 10.1.1.3 netmask 255.255.255.255" ifconfig_fxp0_alias2="inet 10.1.1.4 netmask 255.255.255.255" ifconfig_fxp0_alias3="inet 10.1.1.5 netmask 255.255.255.255" ifconfig_fxp0_alias4="inet 202.0.75.17 netmask 255.255.255.240" ifconfig_fxp0_alias5="inet 202.0.75.18 netmask 255.255.255.255" ifconfig_fxp0_alias6="inet 202.0.75.19 netmask 255.255.255.255" ifconfig_fxp0_alias7="inet 202.0.75.20 netmask 255.255.255.255" -------------------------------------------------------------- 6.10 Configuration Files 6.10.1 /etc Layout There are a number of directories in which configuration information is kept. These include: /etc Generic system configuration information; data here is system-specific. /etc/defaults Default versions of system configuration files. /etc/mail Extra sendmail(8) configuration, other MTA configuration files. /etc/ppp Configuration for both user- and kernel-ppp programs. /etc/namedb Default location for named(8) data. Normally named.conf and zone files are stored here. Configuration files for installed /usr/local/etc applications. May contain per-application subdirectories. /usr/local/etc/rc.d Start/stop scripts for installed applications. Automatically generated system-specific /var/db database files, such as the package database, the locate database, and so on -------------------------------------------------------------- 6.10.2 Hostnames -------------------------------------------------------------- 6.10.2.1 /etc/resolv.conf /etc/resolv.conf dictates how DragonFly's resolver accesses the Internet Domain Name System (DNS). The most common entries to resolv.conf are: The IP address of a name server the resolver should nameserver query. The servers are queried in the order listed with a maximum of three. search Search list for hostname lookup. This is normally determined by the domain of the local hostname. domain The local domain name. A typical resolv.conf: search example.com nameserver 147.11.1.11 nameserver 147.11.100.30 Note: Only one of the search and domain options should be used. If you are using DHCP, dhclient(8) usually rewrites resolv.conf with information received from the DHCP server. -------------------------------------------------------------- 6.10.2.2 /etc/hosts /etc/hosts is a simple text database reminiscent of the old Internet. It works in conjunction with DNS and NIS providing name to IP address mappings. Local computers connected via a LAN can be placed in here for simplistic naming purposes instead of setting up a named(8) server. Additionally, /etc/hosts can be used to provide a local record of Internet names, reducing the need to query externally for commonly accessed names. # # # Host Database # This file should contain the addresses and aliases # for local hosts that share this file. # In the presence of the domain name service or NIS, this file may # not be consulted at all; see /etc/nsswitch.conf for the resolution order. # # ::1 localhost localhost.my.domain myname.my.domain 127.0.0.1 localhost localhost.my.domain myname.my.domain # # Imaginary network. #10.0.0.2 myname.my.domain myname #10.0.0.3 myfriend.my.domain myfriend # # According to RFC 1918, you can use the following IP networks for # private nets which will never be connected to the Internet: # # 10.0.0.0 - 10.255.255.255 # 172.16.0.0 - 172.31.255.255 # 192.168.0.0 - 192.168.255.255 # # In case you want to be able to connect to the Internet, you need # real official assigned numbers. PLEASE PLEASE PLEASE do not try # to invent your own network numbers but instead get one from your # network provider (if any) or from the Internet Registry (ftp to # rs.internic.net, directory `/templates'). # /etc/hosts takes on the simple format of: [Internet address] [official hostname] [alias1] [alias2] ... For example: 10.0.0.1 myRealHostname.example.com myRealHostname foobar1 foobar2 Consult hosts(5) for more information. -------------------------------------------------------------- 6.10.3 Log File Configuration -------------------------------------------------------------- 6.10.3.1 syslog.conf syslog.conf is the configuration file for the syslogd(8) program. It indicates which types of syslog messages are logged to particular log files. # # # Spaces ARE valid field separators in this file. However, # other *nix-like systems still insist on using tabs as field # separators. If you are sharing this file between systems, you # may want to use only tabs as field separators here. # Consult the syslog.conf(5) manual page. *.err;kern.debug;auth.notice;mail.crit /dev/console *.notice;kern.debug;lpr.info;mail.crit;news.err /var/log/messages security.* /var/log/security mail.info /var/log/maillog lpr.info /var/log/lpd-errs cron.* /var/log/cron *.err root *.notice;news.err root *.alert root *.emerg * # uncomment this to log all writes to /dev/console to /var/log/console.log #console.info /var/log/console.log # uncomment this to enable logging of all log messages to /var/log/all.log #*.* /var/log/all.log # uncomment this to enable logging to a remote log host named loghost #*.* @loghost # uncomment these if you're running inn # news.crit /var/log/news/news.crit # news.err /var/log/news/news.err # news.notice /var/log/news/news.notice !startslip *.* /var/log/slip.log !ppp *.* /var/log/ppp.log Consult the syslog.conf(5) manual page for more information. -------------------------------------------------------------- 6.10.3.2 newsyslog.conf newsyslog.conf is the configuration file for newsyslog(8), a program that is normally scheduled to run by cron(8). newsyslog(8) determines when log files require archiving or rearranging. logfile is moved to logfile.0, logfile.0 is moved to logfile.1, and so on. Alternatively, the log files may be archived in gzip(1) format causing them to be named: logfile.0.gz, logfile.1.gz, and so on. newsyslog.conf indicates which log files are to be managed, how many are to be kept, and when they are to be touched. Log files can be rearranged and/or archived when they have either reached a certain size, or at a certain periodic time/date. # configuration file for newsyslog # # # filename [owner:group] mode count size when [ZB] [/pid_file] [sig_num] /var/log/cron 600 3 100 * Z /var/log/amd.log 644 7 100 * Z /var/log/kerberos.log 644 7 100 * Z /var/log/lpd-errs 644 7 100 * Z /var/log/maillog 644 7 * @T00 Z /var/log/sendmail.st 644 10 * 168 B /var/log/messages 644 5 100 * Z /var/log/all.log 600 7 * @T00 Z /var/log/slip.log 600 3 100 * Z /var/log/ppp.log 600 3 100 * Z /var/log/security 600 10 100 * Z /var/log/wtmp 644 3 * @01T05 B /var/log/daily.log 640 7 * @T00 Z /var/log/weekly.log 640 5 1 $W6D0 Z /var/log/monthly.log 640 12 * $M1D0 Z /var/log/console.log 640 5 100 * Z Consult the newsyslog(8) manual page for more information. -------------------------------------------------------------- 6.10.4 sysctl.conf sysctl.conf looks much like rc.conf. Values are set in a variable=value form. The specified values are set after the system goes into multi-user mode. Not all variables are settable in this mode. A sample sysctl.conf turning off logging of fatal signal exits and letting Linux programs know they are really running under DragonFly: kern.logsigexit=0 # Do not log fatal signal exits (e.g. sig 11) compat.linux.osname=DragonFly compat.linux.osrelease=4.3-STABLE -------------------------------------------------------------- 6.11 Tuning with sysctl sysctl(8) is an interface that allows you to make changes to a running DragonFly system. This includes many advanced options of the TCP/IP stack and virtual memory system that can dramatically improve performance for an experienced system administrator. Over five hundred system variables can be read and set using sysctl(8). At its core, sysctl(8) serves two functions: to read and to modify system settings. To view all readable variables: % sysctl -a To read a particular variable, for example, kern.maxproc: % sysctl kern.maxproc kern.maxproc: 1044 To set a particular variable, use the intuitive variable=value syntax: # sysctl kern.maxfiles=5000 kern.maxfiles: 2088 -> 5000 Settings of sysctl variables are usually either strings, numbers, or booleans (a boolean being 1 for yes or a 0 for no). If you want to set automatically some variables each time the machine boots, add them to the /etc/sysctl.conf file. For more information see the sysctl.conf(5) manual page and the Section 6.10.4. -------------------------------------------------------------- 6.11.1 sysctl(8) Read-only Contributed by Tom Rhodes. In some cases it may be desirable to modify read-only sysctl(8) values. While this is not recommended, it is also sometimes unavoidable. For instance on some laptop models the cardbus(4) device will not probe memory ranges, and fail with errors which look similar to: cbb0: Could not map register memory device_probe_and_attach: cbb0 attach returned 12 Cases like the one above usually require the modification of some default sysctl(8) settings which are set read only. To overcome these situations a user can put sysctl(8) ``OIDs'' in their local /boot/loader.conf. Default settings are located in the /boot/defaults/loader.conf file. Fixing the problem mentioned above would require a user to set hw.pci.allow_unsupported_io_range=1 in the aforementioned file. Now cardbus(4) will work properly. -------------------------------------------------------------- 6.12 Tuning Disks 6.12.1 Sysctl Variables 6.12.1.1 vfs.vmiodirenable The vfs.vmiodirenable sysctl variable may be set to either 0 (off) or 1 (on); it is 1 by default. This variable controls how directories are cached by the system. Most directories are small, using just a single fragment (typically 1 K) in the file system and less (typically 512 bytes) in the buffer cache. With this variable turned off (to 0), the buffer cache will only cache a fixed number of directories even if ou have a huge amount of memory. When turned on (to 1), this sysctl allows the buffer cache to use the VM Page Cache to cache the directories, making all the memory available for caching directories. However, the minimum in-core memory used to cache a directory is the physical page size (typically 4 K) rather than 512 bytes. We recommend keeping this option on if you are running any services which manipulate large numbers of files. Such services can include web caches, large mail systems, and news systems. Keeping this option on will generally not reduce performance even with the wasted memory but you should experiment to find out. -------------------------------------------------------------- 6.12.1.2 vfs.write_behind The vfs.write_behind sysctl variable defaults to 1 (on). This tells the file system to issue media writes as full clusters are collected, which typically occurs when writing large sequential files. The idea is to avoid saturating the buffer cache with dirty buffers when it would not benefit I/O performance. However, this may stall processes and under certain circumstances you may wish to turn it off. -------------------------------------------------------------- 6.12.1.3 vfs.hirunningspace The vfs.hirunningspace sysctl variable determines how much outstanding write I/O may be queued to disk controllers system-wide at any given instance. The default is usually sufficient but on machines with lots of disks you may want to bump it up to four or five megabytes. Note that setting too high a value (exceeding the buffer cache's write threshold) can lead to extremely bad clustering performance. Do not set this value arbitrarily high! Higher write values may add latency to reads occurring at the same time. There are various other buffer-cache and VM page cache related sysctls. We do not recommend modifying these values. The VM system does an extremely good job of automatically tuning itself. -------------------------------------------------------------- 6.12.1.4 vm.swap_idle_enabled The vm.swap_idle_enabled sysctl variable is useful in large multi-user systems where you have lots of users entering and leaving the system and lots of idle processes. Such systems tend to generate a great deal of continuous pressure on free memory reserves. Turning this feature on and tweaking the swapout hysteresis (in idle seconds) via vm.swap_idle_threshold1 and vm.swap_idle_threshold2 allows you to depress the priority of memory pages associated with idle processes more quickly then the normal pageout algorithm. This gives a helping hand to the pageout daemon. Do not turn this option on unless you need it, because the tradeoff you are making is essentially pre-page memory sooner rather than later; thus eating more swap and disk bandwidth. In a small system this option will have a determinable effect but in a large system that is already doing moderate paging this option allows the VM system to stage whole processes into and out of memory easily. -------------------------------------------------------------- 6.12.1.5 hw.ata.wc IDE drives lie about when a write completes. With IDE write caching turned on, IDE hard drives not only write data to disk out of order, but will sometimes delay writing some blocks indefinitely when under heavy disk loads. A crash or power failure may cause serious file system corruption. Turning off write caching will remove the danger of this data loss, but will also cause disk operations to proceed very slowly. Change this only if prepared to suffer with the disk slowdown. Changing this variable must be done from the boot loader at boot time. Attempting to do it after the kernel boots will have no effect. For more information, please see ata(4) manual page. -------------------------------------------------------------- 6.12.2 Soft Updates The tunefs(8) program can be used to fine-tune a file system. This program has many different options, but for now we are only concerned with toggling Soft Updates on and off, which is done by: # tunefs -n enable /filesystem # tunefs -n disable /filesystem A filesystem cannot be modified with tunefs(8) while it is mounted. A good time to enable Soft Updates is before any partitions have been mounted, in single-user mode. Note: It is possible to enable Soft Updates at filesystem creation time, through use of the -U option to newfs(8). Soft Updates drastically improves meta-data performance, mainly file creation and deletion, through the use of a memory cache. We recommend to use Soft Updates on all of your file systems. There are two downsides to Soft Updates that you should be aware of: First, Soft Updates guarantees filesystem consistency in the case of a crash but could very easily be several seconds (even a minute!) behind updating the physical disk. If your system crashes you may lose more work than otherwise. Secondly, Soft Updates delays the freeing of filesystem blocks. If you have a filesystem (such as the root filesystem) which is almost full, performing a major update, such as make installworld, can cause the filesystem to run out of space and the update to fail. -------------------------------------------------------------- 6.12.2.1 More Details about Soft Updates There are two traditional approaches to writing a file systems meta-data back to disk. (Meta-data updates are updates to non-content data like inodes or directories.) Historically, the default behavior was to write out meta-data updates synchronously. If a directory had been changed, the system waited until the change was actually written to disk. The file data buffers (file contents) were passed through the buffer cache and backed up to disk later on asynchronously. The advantage of this implementation is that it operates safely. If there is a failure during an update, the meta-data are always in a consistent state. A file is either created completely or not at all. If the data blocks of a file did not find their way out of the buffer cache onto the disk by the time of the crash, fsck(8) is able to recognize this and repair the filesystem by setting the file length to 0. Additionally, the implementation is clear and simple. The disadvantage is that meta-data changes are slow. An rm -r, for instance, touches all the files in a directory sequentially, but each directory change (deletion of a file) will be written synchronously to the disk. This includes updates to the directory itself, to the inode table, and possibly to indirect blocks allocated by the file. Similar considerations apply for unrolling large hierarchies (tar -x). The second case is asynchronous meta-data updates. This is the default for Linux/ext2fs and mount -o async for *BSD ufs. All meta-data updates are simply being passed through the buffer cache too, that is, they will be intermixed with the updates of the file content data. The advantage of this implementation is there is no need to wait until each meta-data update has been written to disk, so all operations which cause huge amounts of meta-data updates work much faster than in the synchronous case. Also, the implementation is still clear and simple, so there is a low risk for bugs creeping into the code. The disadvantage is that there is no guarantee at all for a consistent state of the filesystem. If there is a failure during an operation that updated large amounts of meta-data (like a power failure, or someone pressing the reset button), the filesystem will be left in an unpredictable state. There is no opportunity to examine the state of the filesystem when the system comes up again; the data blocks of a file could already have been written to the disk while the updates of the inode table or the associated directory were not. It is actually impossible to implement a fsck which is able to clean up the resulting chaos (because the necessary information is not available on the disk). If the filesystem has been damaged beyond repair, the only choice is to use newfs(8) on it and restore it from backup. The usual solution for this problem was to implement dirty region logging, which is also referred to as journaling, although that term is not used consistently and is occasionally applied to other forms of transaction logging as well. Meta-data updates are still written synchronously, but only into a small region of the disk. Later on they will be moved to their proper location. Because the logging area is a small, contiguous region on the disk, there are no long distances for the disk heads to move, even during heavy operations, so these operations are quicker than synchronous updates. Additionally the complexity of the implementation is fairly limited, so the risk of bugs being present is low. A disadvantage is that all meta-data are written twice (once into the logging region and once to the proper location) so for normal work, a performance ``pessimization'' might result. On the other hand, in case of a crash, all pending meta-data operations can be quickly either rolled-back or completed from the logging area after the system comes up again, resulting in a fast filesystem startup. Kirk McKusick, the developer of Berkeley FFS, solved this problem with Soft Updates: all pending meta-data updates are kept in memory and written out to disk in a sorted sequence (``ordered meta-data updates''). This has the effect that, in case of heavy meta-data operations, later updates to an item ``catch'' the earlier ones if the earlier ones are still in memory and have not already been written to disk. So all operations on, say, a directory are generally performed in memory before the update is written to disk (the data blocks are sorted according to their position so that they will not be on the disk ahead of their meta-data). If the system crashes, this causes an implicit ``log rewind'': all operations which did not find their way to the disk appear as if they had never happened. A consistent filesystem state is maintained that appears to be the one of 30 to 60 seconds earlier. The algorithm used guarantees that all resources in use are marked as such in their appropriate bitmaps: blocks and inodes. After a crash, the only resource allocation error that occurs is that resources are marked as ``used'' which are actually ``free''. fsck(8) recognizes this situation, and frees the resources that are no longer used. It is safe to ignore the dirty state of the filesystem after a crash by forcibly mounting it with mount -f. In order to free resources that may be unused, fsck(8) needs to be run at a later time. The advantage is that meta-data operations are nearly as fast as asynchronous updates (i.e. faster than with logging, which has to write the meta-data twice). The disadvantages are the complexity of the code (implying a higher risk for bugs in an area that is highly sensitive regarding loss of user data), and a higher memory consumption. Additionally there are some idiosyncrasies one has to get used to. After a crash, the state of the filesystem appears to be somewhat ``older''. In situations where the standard synchronous approach would have caused some zero-length files to remain after the fsck, these files do not exist at all with a Soft Updates filesystem because neither the meta-data nor the file contents have ever been written to disk. Disk space is not released until the updates have been written to disk, which may take place some time after running rm. This may cause problems when installing large amounts of data on a filesystem that does not have enough free space to hold all the files twice. -------------------------------------------------------------- 6.13 Tuning Kernel Limits -------------------------------------------------------------- 6.13.1 File/Process Limits 6.13.1.1 kern.maxfiles kern.maxfiles can be raised or lowered based upon your system requirements. This variable indicates the maximum number of file descriptors on your system. When the file descriptor table is full, ``file: table is full'' will show up repeatedly in the system message buffer, which can be viewed with the dmesg command. Each open file, socket, or fifo uses one file descriptor. A large-scale production server may easily require many thousands of file descriptors, depending on the kind and number of services running concurrently. kern.maxfile's default value is dictated by the MAXUSERS option in your kernel configuration file. kern.maxfiles grows proportionally to the value of MAXUSERS. When compiling a custom kernel, it is a good idea to set this kernel configuration option according to the uses of your system. From this number, the kernel is given most of its pre-defined limits. Even though a production machine may not actually have 256 users connected at once, the resources needed may be similar to a high-scale web server. Note: Setting MAXUSERS to 0 in your kernel configuration file will choose a reasonable default value based on the amount of RAM present in your system. It is set to 0 in the default GENERIC kernel. -------------------------------------------------------------- 6.13.1.2 kern.ipc.somaxconn The kern.ipc.somaxconn sysctl variable limits the size of the listen queue for accepting new TCP connections. The default value of 128 is typically too low for robust handling of new connections in a heavily loaded web server environment. For such environments, it is recommended to increase this value to 1024 or higher. The service daemon may itself limit the listen queue size (e.g. sendmail(8), or Apache) but will often have a directive in its configuration file to adjust the queue size. Large listen queues also do a better job of avoiding Denial of Service (DoS) attacks. -------------------------------------------------------------- 6.13.2 Network Limits The NMBCLUSTERS kernel configuration option dictates the amount of network Mbufs available to the system. A heavily-trafficked server with a low number of Mbufs will hinder DragonFly's ability. Each cluster represents approximately 2 K of memory, so a value of 1024 represents 2 megabytes of kernel memory reserved for network buffers. A simple calculation can be done to figure out how many are needed. If you have a web server which maxes out at 1000 simultaneous connections, and each connection eats a 16 K receive and 16 K send buffer, you need approximately 32 MB worth of network buffers to cover the web server. A good rule of thumb is to multiply by 2, so 2x32 MB / 2 KB = 64 MB / 2 kB = 32768. We recommend values between 4096 and 32768 for machines with greater amounts of memory. Under no circumstances should you specify an arbitrarily high value for this parameter as it could lead to a boot time crash. The -m option to netstat(1) may be used to observe network cluster use. kern.ipc.nmbclusters loader tunable should be used to tune this at boot time. For busy servers that make extensive use of the sendfile(2) system call, it may be necessary to increase the number of sendfile(2) buffers via the NSFBUFS kernel configuration option or by setting its value in /boot/loader.conf (see loader(8) for details). A common indicator that this parameter needs to be adjusted is when processes are seen in the sfbufa state. The sysctl variable kern.ipc.nsfbufs is a read-only glimpse at the kernel configured variable. This parameter nominally scales with kern.maxusers, however it may be necessary to tune accordingly. Important: Even though a socket has been marked as non-blocking, calling sendfile(2) on the non-blocking socket may result in the sendfile(2) call blocking until enough struct sf_buf's are made available. -------------------------------------------------------------- 6.13.2.1 net.inet.ip.portrange.* The net.inet.ip.portrange.* sysctl variables control the port number ranges automatically bound to TCP and UDP sockets. There are three ranges: a low range, a default range, and a high range. Most network programs use the default range which is controlled by the net.inet.ip.portrange.first and net.inet.ip.portrange.last, which default to 1024 and 5000, respectively. Bound port ranges are used for outgoing connections, and it is possible to run the system out of ports under certain circumstances. This most commonly occurs when you are running a heavily loaded web proxy. The port range is not an issue when running servers which handle mainly incoming connections, such as a normal web server, or has a limited number of outgoing connections, such as a mail relay. For situations where you may run yourself out of ports, it is recommended to increase net.inet.ip.portrange.last modestly. A value of 10000, 20000 or 30000 may be reasonable. You should also consider firewall effects when changing the port range. Some firewalls may block large ranges of ports (usually low-numbered ports) and expect systems to use higher ranges of ports for outgoing connections -- for this reason it is recommended that net.inet.ip.portrange.first be lowered. -------------------------------------------------------------- 6.13.2.2 TCP Bandwidth Delay Product The TCP Bandwidth Delay Product Limiting is similar to TCP/Vegas in NetBSD. It can be enabled by setting net.inet.tcp.inflight_enable sysctl variable to 1. The system will attempt to calculate the bandwidth delay product for each connection and limit the amount of data queued to the network to just the amount required to maintain optimum throughput. This feature is useful if you are serving data over modems, Gigabit Ethernet, or even high speed WAN links (or any other link with a high bandwidth delay product), especially if you are also using window scaling or have configured a large send window. If you enable this option, you should also be sure to set net.inet.tcp.inflight_debug to 0 (disable debugging), and for production use setting net.inet.tcp.inflight_min to at least 6144 may be beneficial. However, note that setting high minimums may effectively disable bandwidth limiting depending on the link. The limiting feature reduces the amount of data built up in intermediate route and switch packet queues as well as reduces the amount of data built up in the local host's interface queue. With fewer packets queued up, interactive connections, especially over slow modems, will also be able to operate with lower Round Trip Times. However, note that this feature only effects data transmission (uploading / server side). It has no effect on data reception (downloading). Adjusting net.inet.tcp.inflight_stab is not recommended. This parameter defaults to 20, representing 2 maximal packets added to the bandwidth delay product window calculation. The additional window is required to stabilize the algorithm and improve responsiveness to changing conditions, but it can also result in higher ping times over slow links (though still much lower than you would get without the inflight algorithm). In such cases, you may wish to try reducing this parameter to 15, 10, or 5; and may also have to reduce net.inet.tcp.inflight_min (for example, to 3500) to get the desired effect. Reducing these parameters should be done as a last resort only. -------------------------------------------------------------- 6.14 Adding Swap Space No matter how well you plan, sometimes a system does not run as you expect. If you find you need more swap space, it is simple enough to add. You have three ways to increase swap space: adding a new hard drive, enabling swap over NFS, and creating a swap file on an existing partition. -------------------------------------------------------------- 6.14.1 Swap on a New Hard Drive The best way to add swap, of course, is to use this as an excuse to add another hard drive. You can always use another hard drive, after all. If you can do this, go reread the discussion about swap space in Section 6.2 for some suggestions on how to best arrange your swap. -------------------------------------------------------------- 6.14.2 Swapping over NFS Swapping over NFS is only recommended if you do not have a local hard disk to swap to. Even though DragonFly has an excellent NFS implementation, NFS swapping will be limited by the available network bandwidth and puts an additional burden on the NFS server. -------------------------------------------------------------- 6.14.3 Swapfiles You can create a file of a specified size to use as a swap file. In our example here we will use a 64MB file called /usr/swap0. You can use any name you want, of course. Example 6-1. Creating a Swapfile 1. Be certain that your kernel configuration includes the vnode driver. It is not in recent versions of GENERIC. pseudo-device vn 1 #Vnode driver (turns a file into a device) 2. Create a vn-device: # cd /dev # sh MAKEDEV vn0 3. Create a swapfile (/usr/swap0): # dd if=/dev/zero of=/usr/swap0 bs=1024k count=64 4. Set proper permissions on (/usr/swap0): # chmod 0600 /usr/swap0 5. Enable the swap file in /etc/rc.conf: swapfile="/usr/swap0" # Set to name of swapfile if aux swapfile desired. 6. Reboot the machine or to enable the swap file immediately, type: # vnconfig -e /dev/vn0b /usr/swap0 swap -------------------------------------------------------------- 6.15 Power and Resource Management Written by Hiten Pandya and Tom Rhodes. It is very important to utilize hardware resources in an efficient manner. Before ACPI was introduced, it was very difficult and inflexible for operating systems to manage the power usage and thermal properties of a system. The hardware was controlled by some sort of BIOS embedded interface, such as Plug and Play BIOS (PNPBIOS), or Advanced Power Management (APM) and so on. Power and Resource Management is one of the key components of a modern operating system. For example, you may want an operating system to monitor system limits (and possibly alert you) in case your system temperature increased unexpectedly. In this section, we will provide comprehensive information about ACPI. References will be provided for further reading at the end. Please be aware that ACPI is available on DragonFly systems as a default kernel module. -------------------------------------------------------------- 6.15.1 What Is ACPI? Advanced Configuration and Power Interface (ACPI) is a standard written by an alliance of vendors to provide a standard interface for hardware resources and power management (hence the name). It is a key element in Operating System-directed configuration and Power Management, i.e.: it provides more control and flexibility to the operating system (OS). Modern systems ``stretched'' the limits of the current Plug and Play interfaces (such as APM), prior to the introduction of ACPI. ACPI is the direct successor to APM (Advanced Power Management). -------------------------------------------------------------- 6.15.2 Shortcomings of Advanced Power Management (APM) The Advanced Power Management (APM) facility control's the power usage of a system based on its activity. The APM BIOS is supplied by the (system) vendor and it is specific to the hardware platform. An APM driver in the OS mediates access to the APM Software Interface, which allows management of power levels. There are four major problems in APM. Firstly, power management is done by the (vendor-specific) BIOS, and the OS does not have any knowledge of it. One example of this, is when the user sets idle-time values for a hard drive in the APM BIOS, that when exceeded, it (BIOS) would spin down the hard drive, without the consent of the OS. Secondly, the APM logic is embedded in the BIOS, and it operates outside the scope of the OS. This means users can only fix problems in their APM BIOS by flashing a new one into the ROM; which, is a very dangerous procedure, and if it fails, it could leave the system in an unrecoverable state. Thirdly, APM is a vendor-specific technology, which, means that there is a lot or parity (duplication of efforts) and bugs found in one vendor's BIOS, may not be solved in others. Last but not the least, the APM BIOS did not have enough room to implement a sophisticated power policy, or one that can adapt very well to the purpose of the machine. Plug and Play BIOS (PNPBIOS) was unreliable in many situations. PNPBIOS is 16-bit technology, so the OS has to use 16-bit emulation in order to ``interface'' with PNPBIOS methods. The DragonFly APM driver is documented in the apm(4) manual page. -------------------------------------------------------------- 6.15.3 Configuring ACPI The acpi.ko driver is loaded by default at start up by the loader(8) and should not be compiled into the kernel. The reasoning behind this is that modules are easier to work with, say if switching to another acpi.ko without doing a kernel rebuild. This has the advantage of making testing easier. Another reason is that starting ACPI after a system has been brought up is not too useful, and in some cases can be fatal. In doubt, just disable ACPI all together. This driver should not and can not be unloaded because the system bus uses it for various hardware interactions. ACPI can be disabled with the acpiconf(8) utility. In fact most of the interaction with ACPI can be done via acpiconf(8). Basically this means, if anything about ACPI is in the dmesg(8) output, then most likely it is already running. Note: ACPI and APM cannot coexist and should be used separately. The last one to load will terminate if the driver notices the other running. In the simplest form, ACPI can be used to put the system into a sleep mode with acpiconf(8), the -s flag, and a 1-5 option. Most users will only need 1. Option 5 will do a soft-off which is the same action as: # halt -p The other options are available. Check out the acpiconf(8) manual page for more information. -------------------------------------------------------------- 6.16 Using and Debugging DragonFly ACPI Written by Nate Lawson. With contributions from Peter Schultz and Tom Rhodes. ACPI is a fundamentally new way of discovering devices, managing power usage, and providing standardized access to various hardware previously managed by the BIOS. Progress is being made toward ACPI working on all systems, but bugs in some motherboards' ACPI Machine Language (AML) bytecode, incompleteness in DragonFly's kernel subsystems, and bugs in the Intel ACPI-CA interpreter continue to appear. This document is intended to help you assist the DragonFly ACPI maintainers in identifying the root cause of problems you observe and debugging and developing a solution. Thanks for reading this and we hope we can solve your system's problems. -------------------------------------------------------------- 6.16.1 Submitting Debugging Information Note: Before submitting a problem, be sure you are running the latest BIOS version and, if available, embedded controller firmware version. For those of you that want to submit a problem right away, please send the following information to bugs * Description of the buggy behavior, including system type and model and anything that causes the bug to appear. Also, please note as accurately as possible when the bug began occurring if it is new for you. * The dmesg output after ``boot -v'', including any error messages generated by you exercising the bug. * dmesg output from ``boot -v'' with ACPI disabled, if disabling it helps fix the problem. * Output from ``sysctl hw.acpi''. This is also a good way of figuring out what features your system offers. * URL where your ACPI Source Language (ASL) can be found. Do not send the ASL directly to the list as it can be very large. Generate a copy of your ASL by running this command: # acpidump -t -d > name-system.asl (Substitute your login name for name and manufacturer/model for system. Example: njl-FooCo6000.asl) -------------------------------------------------------------- 6.16.2 Background ACPI is present in all modern computers that conform to the ia32 (x86), ia64 (Itanium), and amd64 (AMD) architectures. The full standard has many features including CPU performance management, power planes control, thermal zones, various battery systems, embedded controllers, and bus enumeration. Most systems implement less than the full standard. For instance, a desktop system usually only implements the bus enumeration parts while a laptop might have cooling and battery management support as well. Laptops also have suspend and resume, with their own associated complexity. An ACPI-compliant system has various components. The BIOS and chipset vendors provide various fixed tables (e.g., FADT) in memory that specify things like the APIC map (used for SMP), config registers, and simple configuration values. Additionally, a table of bytecode (the Differentiated System Description Table DSDT) is provided that specifies a tree-like name space of devices and methods. The ACPI driver must parse the fixed tables, implement an interpreter for the bytecode, and modify device drivers and the kernel to accept information from the ACPI subsystem. For DragonFly, Intel has provided an interpreter (ACPI-CA) that is shared with Linux and NetBSD. The path to the ACPI-CA source code is src/sys/contrib/dev/acpica-unix-YYYYMMDD, where YYYYMMDD is the release date of the ACPI-CA source code. The glue code that allows ACPI-CA to work on DragonFly is in src/sys/dev/acpica5/Osd. Finally, drivers that implement various ACPI devices are found in src/sys/dev/acpica5, and architecture-dependent code resides in /sys/arch/acpica5. -------------------------------------------------------------- 6.16.3 Common Problems For ACPI to work correctly, all the parts have to work correctly. Here are some common problems, in order of frequency of appearance, and some possible workarounds or fixes. -------------------------------------------------------------- 6.16.3.1 Suspend/Resume ACPI has three suspend to RAM (STR) states, S1-S3, and one suspend to disk state (STD), called S4. S5 is ``soft off'' and is the normal state your system is in when plugged in but not powered up. S4 can actually be implemented two separate ways. S4BIOS is a BIOS-assisted suspend to disk. S4OS is implemented entirely by the operating system. Start by checking sysctl hw.acpi for the suspend-related items. Here are the results for my Thinkpad: hw.acpi.supported_sleep_state: S3 S4 S5 hw.acpi.s4bios: 0 This means that I can use acpiconf -s to test S3, S4OS, and S5. If s4bios was one (1), I would have S4BIOS support instead of S4 OS. When testing suspend/resume, start with S1, if supported. This state is most likely to work since it doesn't require much driver support. No one has implemented S2 but if you have it, it's similar to S1. The next thing to try is S3. This is the deepest STR state and requires a lot of driver support to properly reinitialize your hardware. If you have problems resuming, feel free to email the bugs list but do not expect the problem to be resolved since there are a lot of drivers/hardware that need more testing and work. To help isolate the problem, remove as many drivers from your kernel as possible. If it works, you can narrow down which driver is the problem by loading drivers until it fails again. Typically binary drivers like nvidia.ko, X11 display drivers, and USB will have the most problems while Ethernet interfaces usually work fine. If you can load/unload the drivers ok, you can automate this by putting the appropriate commands in /etc/rc.suspend and /etc/rc.resume. There is a commented-out example for unloading and loading a driver. Try setting hw.acpi.reset_video to zero (0) if your display is messed up after resume. Try setting longer or shorter values for hw.acpi.sleep_delay to see if that helps. Another thing to try is load a recent Linux distribution with ACPI support and test their suspend/resume support on the same hardware. If it works on Linux, it's likely a DragonFly driver problem and narrowing down which driver causes the problems will help us fix the problem. Note that the ACPI maintainers do not usually maintain other drivers (e.g sound, ATA, etc.) so any work done on tracking down a driver problem should probably eventually be posted to the bugs list and mailed to the driver maintainer. If you are feeling adventurous, go ahead and start putting some debugging printf(3)s in a problematic driver to track down where in its resume function it hangs. Finally, try disabling ACPI and enabling APM instead. If suspend/resume works with APM, you may be better off sticking with APM, especially on older hardware (pre-2000). It took vendors a while to get ACPI support correct and older hardware is more likely to have BIOS problems with ACPI. -------------------------------------------------------------- 6.16.3.2 System Hangs (temporary or permanent) Most system hangs are a result of lost interrupts or an interrupt storm. Chipsets have a lot of problems based on how the BIOS configures interrupts before boot, correctness of the APIC (MADT) table, and routing of the System Control Interrupt (SCI). Interrupt storms can be distinguished from lost interrupts by checking the output of vmstat -i and looking at the line that has acpi0. If the counter is increasing at more than a couple per second, you have an interrupt storm. If the system appears hung, try breaking to DDB (CTRL+ALT+ESC on console) and type show interrupts. Your best hope when dealing with interrupt problems is to try disabling APIC support with hint.apic.0.disabled="1" in loader.conf. -------------------------------------------------------------- 6.16.3.3 Panics Panics are relatively rare for ACPI and are the top priority to be fixed. The first step is to isolate the steps to reproduce the panic (if possible) and get a backtrace. Follow the advice for enabling options DDB and setting up a serial console (see Section 17.6.5.3) or setting up a dump(8) partition. You can get a backtrace in DDB with tr. If you have to handwrite the backtrace, be sure to at least get the lowest five (5) and top five (5) lines in the trace. Then, try to isolate the problem by booting with ACPI disabled. If that works, you can isolate the ACPI subsystem by using various values of debug.acpi.disable. See the acpi(4) manual page for some examples. -------------------------------------------------------------- 6.16.3.4 System Powers Up After Suspend or Shutdown First, try setting hw.acpi.disable_on_poweroff=``0'' in loader.conf(5). This keeps ACPI from disabling various events during the shutdown process. Some systems need this value set to ``1'' (the default) for the same reason. This usually fixes the problem of a system powering up spontaneously after a suspend or poweroff. -------------------------------------------------------------- 6.16.3.5 Other Problems If you have other problems with ACPI (working with a docking station, devices not detected, etc.), please email a description to the mailing list as well; however, some of these issues may be related to unfinished parts of the ACPI subsystem so they might take a while to be implemented. Please be patient and prepared to test patches we may send you. -------------------------------------------------------------- 6.16.4 ASL, acpidump, and IASL The most common problem is the BIOS vendors providing incorrect (or outright buggy!) bytecode. This is usually manifested by kernel console messages like this: ACPI-1287: *** Error: Method execution failed [\\_SB_.PCI0.LPC0.FIGD._STA] \\ (Node 0xc3f6d160), AE_NOT_FOUND Often, you can resolve these problems by updating your BIOS to the latest revision. Most console messages are harmless but if you have other problems like battery status not working, they're a good place to start looking for problems in the AML. The bytecode, known as AML, is compiled from a source language called ASL. The AML is found in the table known as the DSDT. To get a copy of your ASL, use acpidump(8). You should use both the -t (show contents of the fixed tables) and -d (disassemble AML to ASL) options. See the Submitting Debugging Information section for an example syntax. The simplest first check you can do is to recompile your ASL to check for errors. Warnings can usually be ignored but errors are bugs that will usually prevent ACPI from working correctly. To recompile your ASL, issue the following command: # iasl your.asl -------------------------------------------------------------- 6.16.5 Fixing Your ASL In the long run, our goal is for almost everyone to have ACPI work without any user intervention. At this point, however, we are still developing workarounds for common mistakes made by the BIOS vendors. The Microsoft interpreter (acpi.sys and acpiec.sys) does not strictly check for adherence to the standard, and thus many BIOS vendors who only test ACPI under Windows never fix their ASL. We hope to continue to identify and document exactly what non-standard behavior is allowed by Microsoft's interpreter and replicate it so DragonFly can work without forcing users to fix the ASL. As a workaround and to help us identify behavior, you can fix the ASL manually. If this works for you, please send a diff(1) of the old and new ASL so we can possibly work around the buggy behavior in ACPI-CA and thus make your fix unnecessary. Here is a list of common error messages, their cause, and how to fix them: -------------------------------------------------------------- 6.16.5.1 _OS dependencies Some AML assumes the world consists of various Windows versions. You can tell DragonFly to claim it is any OS to see if this fixes problems you may have. An easy way to override this is to set hw.acpi.osname=``Windows 2001'' in /boot/loader.conf or other similar strings you find in the ASL. -------------------------------------------------------------- 6.16.5.2 Missing Return statements Some methods do not explicitly return a value as the standard requires. While ACPI-CA does not handle this, DragonFly has a workaround that allows it to return the value implicitly. You can also add explicit Return statements where required if you know what value should be returned. To force iasl to compile the ASL, use the -f flag. -------------------------------------------------------------- 6.16.5.3 Overriding the Default AML After you customize your.asl, you will want to compile it, run: # iasl your.asl You can add the -f flag to force creation of the AML, even if there are errors during compilation. Remember that some errors (e.g., missing Return statements) are automatically worked around by the interpreter. DSDT.aml is the default output filename for iasl. You can load this instead of your BIOS's buggy copy (which is still present in flash memory) by editing /boot/loader.conf as follows: acpi_dsdt_load="YES" acpi_dsdt_name="/boot/DSDT.aml" Be sure to copy your DSDT.aml to the /boot directory. -------------------------------------------------------------- 6.16.6 Getting Debugging Output From ACPI The ACPI driver has a very flexible debugging facility. It allows you to specify a set of subsystems as well as the level of verbosity. The subsystems you wish to debug are specified as ``layers'' and are broken down into ACPI-CA components (ACPI_ALL_COMPONENTS) and ACPI hardware support (ACPI_ALL_DRIVERS). The verbosity of debugging output is specified as the ``level'' and ranges from ACPI_LV_ERROR (just report errors) to ACPI_LV_VERBOSE (everything). The ``level'' is a bitmask so multiple options can be set at once, separated by spaces. In practice, you will want to use a serial console to log the output if it is so long it flushes the console message buffer. Debugging output is not enabled by default. To enable it, add options ACPI_DEBUG to your kernel config if ACPI is compiled into the kernel. You can add ACPI_DEBUG=1 to your /etc/make.conf to enable it globally. If it is a module, you can recompile just your acpi.ko module as follows: # cd /sys/dev/acpica5 && make clean && make ACPI_DEBUG=1 Install acpi.ko in /boot/kernel and add your desired level and layer to loader.conf. This example enables debug messages for all ACPI-CA components and all ACPI hardware drivers (CPU, LID, etc.) It will only output error messages, the least verbose level. debug.acpi.layer="ACPI_ALL_COMPONENTS ACPI_ALL_DRIVERS" debug.acpi.level="ACPI_LV_ERROR" If the information you want is triggered by a specific event (say, a suspend and then resume), you can leave out changes to loader.conf and instead use sysctl to specify the layer and level after booting and preparing your system for the specific event. The sysctls are named the same as the tunables in loader.conf. -------------------------------------------------------------- 6.16.7 References More information about ACPI may be found in the following locations: * The FreeBSD ACPI mailing list (This is FreeBSD-specific; posting DragonFly questions here may not generate much of an answer.) * The ACPI Mailing List Archives (FreeBSD) http://lists.freebsd.org/pipermail/freebsd-acpi/ * The old ACPI Mailing List Archives (FreeBSD) http://home.jp.FreeBSD.org/mail-list/acpi-jp/ * The ACPI 2.0 Specification http://acpi.info/spec.htm * DragonFly Manual pages: acpidump(8), acpiconf(8), acpidb(8) * DSDT debugging resource. (Uses Compaq as an example but generally useful.) -------------------------------------------------------------- Chapter 7 The DragonFly Booting Process 7.1 Synopsis The process of starting a computer and loading the operating system is referred to as ``the bootstrap process'', or simply ``booting''. DragonFly's boot process provides a great deal of flexibility in customizing what happens when you start the system, allowing you to select from different operating systems installed on the same computer, or even different versions of the same operating system or installed kernel. This chapter details the configuration options you can set and how to customize the DragonFly boot process. This includes everything that happens until the DragonFly kernel has started, probed for devices, and started init(8). If you are not quite sure when this happens, it occurs when the text color changes from bright white to grey. After reading this chapter, you will know: * What the components of the DragonFly bootstrap system are, and how they interact. * The options you can give to the components in the DragonFly bootstrap to control the boot process. * The basics of device.hints(5). x86 Only: This chapter only describes the boot process for DragonFly running on x86 systems. -------------------------------------------------------------- 7.2 The Booting Problem Turning on a computer and starting the operating system poses an interesting dilemma. By definition, the computer does not know how to do anything until the operating system is started. This includes running programs from the disk. So if the computer can not run a program from the disk without the operating system, and the operating system programs are on the disk, how is the operating system started? This problem parallels one in the book The Adventures of Baron Munchausen. A character had fallen part way down a manhole, and pulled himself out by grabbing his bootstraps, and lifting. In the early days of computing the term bootstrap was applied to the mechanism used to load the operating system, which has become shortened to ``booting''. On x86 hardware the Basic Input/Output System (BIOS) is responsible for loading the operating system. To do this, the BIOS looks on the hard disk for the Master Boot Record (MBR), which must be located on a specific place on the disk. The BIOS has enough knowledge to load and run the MBR, and assumes that the MBR can then carry out the rest of the tasks involved in loading the operating system possibly with the help of the BIOS. The code within the MBR is usually referred to as a boot manager, especially when it interacts with the user. In this case the boot manager usually has more code in the first track of the disk or within some OS's file system. (A boot manager is sometimes also called a boot loader, but FreeBSD uses that term for a later stage of booting.) Popular boot managers include boot0 (a.k.a. Boot Easy, the standard DragonFly boot manager), Grub, GAG, and LILO. (Only boot0 fits within the MBR.) If you have only one operating system installed on your disks then a standard PC MBR will suffice. This MBR searches for the first bootable (a.k.a. active) slice on the disk, and then runs the code on that slice to load the remainder of the operating system. The MBR installed by fdisk(8), by default, is such an MBR. It is based on /boot/mbr. If you have installed multiple operating systems on your disks then you can install a different boot manager, one that can display a list of different operating systems, and allows you to choose the one to boot from. Two of these are discussed in the next subsection. The remainder of the DragonFly bootstrap system is divided into three stages. The first stage is run by the MBR, which knows just enough to get the computer into a specific state and run the second stage. The second stage can do a little bit more, before running the third stage. The third stage finishes the task of loading the operating system. The work is split into these three stages because the PC standards put limits on the size of the programs that can be run at stages one and two. Chaining the tasks together allows DragonFly to provide a more flexible loader. The kernel is then started and it begins to probe for devices and initialize them for use. Once the kernel boot process is finished, the kernel passes control to the user process init(8), which then makes sure the disks are in a usable state. init(8) then starts the user-level resource configuration which mounts file systems, sets up network cards to communicate on the network, and generally starts all the processes that usually are run on a DragonFly system at startup. -------------------------------------------------------------- 7.3 The Boot Manager and Boot Stages -------------------------------------------------------------- 7.3.1 The Boot Manager The code in the MBR or boot manager is sometimes referred to as stage zero of the boot process. This subsection discusses two of the boot managers previously mentioned: boot0 and LILO. The boot0 Boot Manager: The MBR installed by FreeBSD's installer or boot0cfg(8), by default, is based on /boot/boot0. (The boot0 program is very simple, since the program in the MBR can only be 446 bytes long because of the slice table and 0x55AA identifier at the end of the MBR.) If you have installed boot0 and multiple operating systems on your hard disks, then you will see a display similar to this one at boot time: Example 7-1. boot0 Screenshot F1 DOS F2 FreeBSD F3 Linux F4 ?? F5 Drive 1 Default: F2 Other operating systems, in particular Windows, have been known to overwrite an existing MBR with their own. If this happens to you, or you want to replace your existing MBR with the DragonFly MBR then use the following command: # fdisk -B -b /boot/boot0 device where device is the device that you boot from, such as ad0 for the first IDE disk, ad2 for the first IDE disk on a second IDE controller, da0 for the first SCSI disk, and so on. Or, if you want a custom configuration of the MBR, use boot0cfg(8). The LILO Boot Manager: To install this boot manager so it will also boot DragonFly, first start Linux and add the following to your existing /etc/lilo.conf configuration file: other=/dev/hdXY table=/dev/hdX loader=/boot/chain.b label=DragonFly In the above, specify DragonFly's primary partition and drive using Linux specifiers, replacing X with the Linux drive letter and Y with the Linux primary partition number. If you are using a SCSI drive, you will need to change /dev/hd to read something similar to /dev/sd. The loader=/boot/chain.b line can be omitted if you have both operating systems on the same drive. Now run /sbin/lilo -v to commit your new changes to the system; this should be verified by checking its screen messages. -------------------------------------------------------------- 7.3.2 Stage One, /boot/boot1, and Stage Two, /boot/boot2 Conceptually the first and second stages are part of the same program, on the same area of the disk. Because of space constraints they have been split into two, but you would always install them together. They are copied from the combined file /boot/boot by the installer or disklabel (see below). They are located outside file systems, in the first track of the boot slice, starting with the first sector. This is where boot0, or any other boot manager, expects to find a program to run which will continue the boot process. The number of sectors used is easily determined from the size of /boot/boot. They are found on the boot sector of the boot slice, which is where boot0, or any other program on the MBR expects to find the program to run to continue the boot process. The files in the /boot directory are copies of the real files, which are stored outside of the DragonFly file system. boot1 is very simple, since it can only be 512 bytes in size, and knows just enough about the DragonFly disklabel, which stores information about the slice, to find and execute boot2. boot2 is slightly more sophisticated, and understands the DragonFly file system enough to find files on it, and can provide a simple interface to choose the kernel or loader to run. Since the loader is much more sophisticated, and provides a nice easy-to-use boot configuration, boot2 usually runs it, but previously it was tasked to run the kernel directly. Example 7-2. boot2 Screenshot >> DragonFly/i386 BOOT Default: 0:ad(0,a)/boot/loader boot: If you ever need to replace the installed boot1 and boot2 use disklabel(8): # disklabel -B diskslice where diskslice is the disk and slice you boot from, such as ad0s1 for the first slice on the first IDE disk. -------------------------------------------------------------- 7.3.3 Stage Three, /boot/loader The loader is the final stage of the three-stage bootstrap, and is located on the file system, usually as /boot/loader. The loader is intended as a user-friendly method for configuration, using an easy-to-use built-in command set, backed up by a more powerful interpreter, with a more complex command set. -------------------------------------------------------------- 7.3.3.1 Loader Program Flow During initialization, the loader will probe for a console and for disks, and figure out what disk it is booting from. It will set variables accordingly, and an interpreter is started where user commands can be passed from a script or interactively. The loader will then read /boot/loader.rc, which by default reads in /boot/defaults/loader.conf which sets reasonable defaults for variables and reads /boot/loader.conf for local changes to those variables. loader.rc then acts on these variables, loading whichever modules and kernel are selected. Finally, by default, the loader issues a 10 second wait for key presses, and boots the kernel if it is not interrupted. If interrupted, the user is presented with a prompt which understands the easy-to-use command set, where the user may adjust variables, unload all modules, load modules, and then finally boot or reboot. -------------------------------------------------------------- 7.3.3.2 Loader Built-In Commands These are the most commonly used loader commands. For a complete discussion of all available commands, please see loader(8). autoboot seconds Proceeds to boot the kernel if not interrupted within the time span given, in seconds. It displays a countdown, and the default time span is 10 seconds. boot [-options] [kernelname] Immediately proceeds to boot the kernel, with the given options, if any, and with the kernel name given, if it is. boot-conf Goes through the same automatic configuration of modules based on variables as what happens at boot. This only makes sense if you use unload first, and change some variables, most commonly kernel. help [topic] Shows help messages read from /boot/loader.help. If the topic given is index, then the list of available topics is given. include filename ... Processes the file with the given filename. The file is read in, and interpreted line by line. An error immediately stops the include command. load [-t type] filename Loads the kernel, kernel module, or file of the type given, with the filename given. Any arguments after filename are passed to the file. ls [-l] [path] Displays a listing of files in the given path, or the root directory, if the path is not specified. If -l is specified, file sizes will be shown too. lsdev [-v] Lists all of the devices from which it may be possible to load modules. If -v is specified, more details are printed. lsmod [-v] Displays loaded modules. If -v is specified, more details are shown. more filename Displays the files specified, with a pause at each LINES displayed. reboot Immediately reboots the system. set variable, set variable=value Sets the loader's environment variables. unload Removes all loaded modules. -------------------------------------------------------------- 7.3.3.3 Loader Examples Here are some practical examples of loader usage: * To simply boot your usual kernel, but in single-user mode: boot -s * To unload your usual kernel and modules, and then load just your old (or another) kernel: unload load kernel.old You can use kernel.GENERIC to refer to the generic kernel that comes on the install disk, or kernel.old to refer to your previously installed kernel (when you have upgraded or configured your own kernel, for example). Note: Use the following to load your usual modules with another kernel: unload set kernel="kernel.old" boot-conf * To load a kernel configuration script (an automated script which does the things you would normally do in the kernel boot-time configurator): load -t userconfig_script /boot/kernel.conf -------------------------------------------------------------- 7.4 Kernel Interaction During Boot Once the kernel is loaded by either loader (as usual) or boot2 (bypassing the loader), it examines its boot flags, if any, and adjusts its behavior as necessary. -------------------------------------------------------------- 7.4.1 Kernel Boot Flags Here are the more common boot flags: -a during kernel initialization, ask for the device to mount as the root file system. -C boot from CDROM. -c run UserConfig, the boot-time kernel configurator -s boot into single-user mode -v be more verbose during kernel startup Note: There are other boot flags; read boot(8) for more information on them. -------------------------------------------------------------- 7.5 Init: Process Control Initialization Once the kernel has finished booting, it passes control to the user process init(8), which is located at /sbin/init, or the program path specified in the init_path variable in loader. -------------------------------------------------------------- 7.5.1 Automatic Reboot Sequence The automatic reboot sequence makes sure that the file systems available on the system are consistent. If they are not, and fsck(8) cannot fix the inconsistencies, init(8) drops the system into single-user mode for the system administrator to take care of the problems directly. -------------------------------------------------------------- 7.5.2 Single-User Mode This mode can be reached through the automatic reboot sequence, or by the user booting with the -s option or setting the boot_single variable in loader. It can also be reached by calling shutdown(8) without the reboot (-r) or halt (-h) options, from multi-user mode. If the system console is set to insecure in /etc/ttys, then the system prompts for the root password before initiating single-user mode. Example 7-3. An Insecure Console in /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 insecure Note: An insecure console means that you consider your physical security to the console to be insecure, and want to make sure only someone who knows the root password may use single-user mode, and it does not mean that you want to run your console insecurely. Thus, if you want security, choose insecure, not secure. -------------------------------------------------------------- 7.5.3 Multi-User Mode If init(8) finds your file systems to be in order, or once the user has finished in single-user mode, the system enters multi-user mode, in which it starts the resource configuration of the system. -------------------------------------------------------------- 7.5.3.1 Resource Configuration (rc) The resource configuration system reads in configuration defaults from /etc/defaults/rc.conf, and system-specific details from /etc/rc.conf, and then proceeds to mount the system file systems mentioned in /etc/fstab, start up networking services, start up miscellaneous system daemons, and finally runs the startup scripts of locally installed packages. The rc(8) manual page is a good reference to the resource configuration system, as is examining the scripts themselves. -------------------------------------------------------------- 7.6 Shutdown Sequence Upon controlled shutdown, via shutdown(8), init(8) will attempt to run the script /etc/rc.shutdown, and then proceed to send all processes the TERM signal, and subsequently the KILL signal to any that do not terminate timely. To power down a DragonFly machine on architectures and systems that support power management, simply use the command shutdown -p now to turn the power off immediately. To just reboot a DragonFly system, just use shutdown -r now. You need to be root or a member of operator group to run shutdown(8). The halt(8) and reboot(8) commands can also be used, please refer to their manual pages and to shutdown(8)'s one for more information. Note: Power management requires acpi(4) support in the kernel or loaded as a module, or apm(4) support. -------------------------------------------------------------- Chapter 8 Users and Basic Account Management Contributed by Neil Blakey-Milner. 8.1 Synopsis DragonFly allows multiple users to use the computer at the same time. Obviously, only one of those users can be sitting in front of the screen and keyboard at any one time [6], but any number of users can log in through the network to get their work done. To use the system every user must have an account. After reading this chapter, you will know: * The differences between the various user accounts on a DragonFly system. * How to add user accounts. * How to remove user accounts. * How to change account details, such as the user's full name, or preferred shell. * How to set limits on a per-account basis, to control the resources such as memory and CPU time that accounts and groups of accounts are allowed to access. * How to use groups to make account management easier. Before reading this chapter, you should: * Understand the basics of UNIX and DragonFly (Chapter 3). -------------------------------------------------------------- 8.2 Introduction All access to the system is achieved via accounts, and all processes are run by users, so user and account management are of integral importance on DragonFly systems. Every account on a DragonFly system has certain information associated with it to identify the account. User name The user name as it would be typed at the login: prompt. User names must be unique across the computer; you may not have two users with the same user name. There are a number of rules for creating valid user names, documented in passwd(5); you would typically use user names that consist of eight or fewer all lower case characters. Password Each account has a password associated with it. The password may be blank, in which case no password will be required to access the system. This is normally a very bad idea; every account should have a password. User ID (UID) The UID is a number, traditionally from 0 to 65535[7], used to uniquely identify the user to the system. Internally, DragonFly uses the UID to identify users--any DragonFly commands that allow you to specify a user name will convert it to the UID before working with it. This means that you can have several accounts with different user names but the same UID. As far as DragonFly is concerned, these accounts are one user. It is unlikely you will ever need to do this. Group ID (GID) The GID is a number, traditionally from 0 to 65535[7], 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. A user may also be in more than one group. Login class Login classes are an extension to the group mechanism that provide additional flexibility when tailoring the system to different users. Password change time By default DragonFly does not force users to change their passwords periodically. You can enforce this on a per-user basis, forcing some or all of your users to change their passwords after a certain amount of time has elapsed. Account expiry time By default DragonFly does not expire accounts. If you are creating accounts that you know have a limited lifespan, for example, in a school where you have accounts for the students, then you can specify when the account expires. 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 DragonFly, but does not necessarily reflect the user's real name. This information can be associated with the account. Home directory The home directory is the full path to a directory on the system in which the user will start when logging on to the system. A common convention is to put all user home directories under /home/username or /usr/home/username. The user would store their personal files in their home directory, and any directories they may create in there. User shell The shell provides the default environment users use to interact 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. There are three main types of accounts: the Superuser, system users, and user accounts. The Superuser account, usually called root, is used to manage the system with no limitations on privileges. System users run services. Finally, user accounts are used by real people, who log on, read mail, and so forth. -------------------------------------------------------------- 8.3 The Superuser Account The superuser account, usually called root, comes preconfigured to facilitate system administration, and should not be used for day-to-day tasks like sending and receiving mail, general exploration of the system, or programming. This is because the superuser, unlike normal user accounts, can operate without limits, and misuse of the superuser account may result in spectacular disasters. User accounts are unable to destroy the system by mistake, so it is generally best to use normal user accounts whenever possible, unless you especially need the extra privilege. You should always double and triple-check commands you issue as the superuser, since an extra space or missing character can mean irreparable data loss. So, the first thing you should do after reading this chapter is to create an unprivileged user account for yourself for general usage if you have not already. This applies equally whether you are running a multi-user or single-user machine. Later in this chapter, we discuss how to create additional accounts, and how to change between the normal user and superuser. -------------------------------------------------------------- 8.4 System Accounts System users are those used to run services such as DNS, mail, web servers, and so forth. The reason for this is security; if all services ran as the superuser, they could act without restriction. Examples of system users are daemon, operator, bind (for the Domain Name Service), and news. Often sysadmins create httpd to run web servers they install. nobody is the generic unprivileged system user. However, it is important to keep in mind that 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. -------------------------------------------------------------- 8.5 User Accounts User accounts are the primary means of access for real people to the system, and these accounts insulate the user and the environment, preventing the users from damaging the system or other users, and allowing users to customize their environment without affecting others. Every person accessing your system should have a unique user account. This allows you to find out who is doing what, prevent people from clobbering each others' settings or reading each others' mail, and so forth. Each user can set up their own environment to accommodate their use of the system, by using alternate shells, editors, key bindings, and language. -------------------------------------------------------------- 8.6 Modifying Accounts There are a variety of different commands available in the UNIX environment to manipulate user accounts. The most common commands are summarized below, followed by more detailed examples of their usage. +----------------------------------------------------------------+ | Command | Summary | |------------+---------------------------------------------------| | 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 to change user database | | | information. | |------------+---------------------------------------------------| | passwd(1) | The simple command-line tool to change user | | | passwords. | |------------+---------------------------------------------------| | pw(8) | A powerful and flexible tool to modify all | | | aspects of user accounts. | +----------------------------------------------------------------+ -------------------------------------------------------------- 8.6.1 adduser adduser(8) is a simple program for adding new users. It creates entries in the system passwd and group files. It will also create a home directory for the new user, copy in the default configuration files (``dotfiles'') from /usr/share/skel, and can optionally mail the new user a welcome message. To create the initial configuration file, use adduser -s -config_create. [8] Next, we configure adduser(8) defaults, and create our first user account, since using root for normal usage is evil and nasty. Example 8-1. Configuring adduser and adding a user # adduser -v Use option ``-silent'' if you don't want to see all warnings and questions. Check /etc/shells Check /etc/master.passwd Check /etc/group Enter your default shell: csh date no sh tcsh zsh [sh]: zsh Your default shell is: zsh -> /usr/local/bin/zsh Enter your default HOME partition: [/home]: Copy dotfiles from: /usr/share/skel no [/usr/share/skel]: Send message from file: /etc/adduser.message no [/etc/adduser.message]: no Do not send message Use passwords (y/n) [y]: y Write your changes to /etc/adduser.conf? (y/n) [n]: y Ok, let's go. Don't worry about mistakes. I will give you the chance later to correct any input. Enter username [a-z0-9_-]: jru Enter full name []: J. Random User Enter shell csh date no sh tcsh zsh [zsh]: Enter home directory (full path) [/home/jru]: Uid [1001]: Enter login class: default []: Login group jru [jru]: Login group is ``jru''. Invite jru into other groups: guest no [no]: wheel Enter password []: Enter password again []: Name: jru Password: **** Fullname: J. Random User Uid: 1001 Gid: 1001 (jru) Class: Groups: jru wheel HOME: /home/jru Shell: /usr/local/bin/zsh OK? (y/n) [y]: y Added user ``jru'' Copy files from /usr/share/skel to /home/jru Add another user? (y/n) [y]: n Goodbye! # In summary, we changed the default shell to zsh (an additional shell found in pkgsrc), and turned off the sending of a welcome mail to added users. We then saved the configuration, created an account for jru, and made sure jru is in wheel group (so that she may assume the role of root with the su(1) command.) Note: The password you type in is not echoed, nor are asterisks displayed. Make sure you do not mistype the password twice. Note: Just use adduser(8) without arguments from now on, and you will not have to go through changing the defaults. If the program asks you to change the defaults, exit the program, and try the -s option. -------------------------------------------------------------- 8.6.2 rmuser You can use rmuser(8) to completely remove a user from the system. rmuser(8) performs the following steps: 1. Removes the user's crontab(1) entry (if any). 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. 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. Note: 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, which attempts to make sure you know what you are doing. Example 8-2. 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 Updating password file, updating databases, done. Updating group file: trusted (removing group jru -- personal group is empty) done. Removing user's incoming mail file /var/mail/jru: done. Removing files belonging to jru from /tmp: done. Removing files belonging to jru from /var/tmp: done. Removing files belonging to jru from /var/tmp/vi.recover: done. # -------------------------------------------------------------- 8.6.3 chpass chpass(1) changes user database information such as passwords, shells, and personal information. Only system administrators, as the superuser, may change other users' information and passwords with chpass(1). When passed no options, aside from an optional username, chpass(1) displays an editor containing user information. When the user exists from the editor, the user database is updated with the new information. Example 8-3. Interactive chpass by 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: The normal user can change only a small subset of this information, and only for themselves. Example 8-4. Interactive chpass by Normal 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: chfn(1) and chsh(1) are just links to chpass(1), as are ypchpass(1), ypchfn(1), and ypchsh(1). NIS support is automatic, so specifying the yp before the command is not necessary. If this is confusing to you, do not worry, NIS will be covered in Chapter 19. -------------------------------------------------------------- 8.6.4 passwd passwd(1) is the usual way to change your own password as a user, or another user's password as the superuser. Note: To prevent accidental or unauthorized changes, the original password must be entered before a new password can be set. Example 8-5. Changing Your Password % passwd Changing local password for jru. Old password: New password: Retype new password: passwd: updating the database... passwd: done Example 8-6. 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 just a link to passwd(1), so NIS works with either command. -------------------------------------------------------------- 8.6.5 pw pw(8) is a command line utility to 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 here. -------------------------------------------------------------- 8.7 Limiting Users If you have users, the ability to limit their system use may have come to mind. DragonFly provides several ways an administrator can limit the amount of system resources an individual may use. These limits are divided into two sections: disk quotas, and other resource limits. Disk quotas limit disk usage to users, and they provide a way to quickly check that usage without calculating it every time. Quotas are discussed in Section 12.12. The other resource limits include ways to limit the amount of CPU, memory, and other resources a user may consume. These are defined using login classes and are discussed here. Login classes are defined in /etc/login.conf. The precise semantics are beyond the scope of this section, but are described in detail in the login.conf(5) manual page. It is sufficient to say that each user is assigned to a login class (default by default), and that each login class has a set of login capabilities associated with it. A login capability is a name=value pair, where name is a well-known identifier and value is an arbitrary string processed accordingly depending on the name. Setting up login classes and capabilities is rather straight-forward and is also described in login.conf(5). Resource limits are different from plain vanilla login capabilities in two ways. First, for every limit, there is a soft (current) and hard limit. A soft limit may be adjusted by the user or application, but may be no higher than the hard limit. The latter may be lowered by the user, but never raised. Second, most resource limits apply per process to a specific user, not the user as a whole. Note, however, that these differences are mandated by the specific handling of the limits, not by the implementation of the login capability framework (i.e., they are not really a special case of login capabilities). And so, without further ado, below are the most commonly used resource limits (the rest, along with all the other login capabilities, may be found in login.conf(5)). coredumpsize The limit on the size of a core file generated by a program is, for obvious reasons, subordinate to other limits on disk usage (e.g., filesize, or disk quotas). Nevertheless, it is often used as a less-severe method of controlling disk space consumption: since users do not generate core files themselves, and often do not delete them, setting this may save them from running out of disk space should a large program (e.g., emacs) crash. cputime This is the maximum amount of CPU time a user's process may consume. Offending processes will be killed by the kernel. Note: This is a limit on CPU time consumed, not percentage of the CPU as displayed in some fields by top(1) and ps(1). A limit on the latter is, at the time of this writing, not possible, and would be rather useless: legitimate use of a compiler, for instance, can easily use almost 100% of a CPU for some time. filesize This is the maximum size of a file the user may possess. Unlike disk quotas, this limit is enforced on individual files, not the set of all files a user owns. maxproc This is the maximum number of processes a user may be running. This includes foreground and background processes alike. For obvious reasons, this may not be larger than the system limit specified by the kern.maxproc sysctl(8). Also note that setting this too small may hinder a user's productivity: it is often useful to be logged in multiple times or execute pipelines. Some tasks, such as compiling a large program, also spawn multiple processes (e.g., make(1), cc(1), and other intermediate preprocessors). memorylocked This is the maximum amount a memory a process may have requested to be locked into main memory (e.g., see mlock(2)). Some system-critical programs, such as amd(8), lock into main memory such that in the event of being swapped out, they do not contribute to a system's trashing in time of trouble. memoryuse This is the maximum amount of memory a process may consume at any given time. It includes both core memory and swap usage. This is not a catch-all limit for restricting memory consumption, but it is a good start. openfiles This is the maximum amount of files a process may have open. In DragonFly, files are also used to represent sockets and IPC channels; thus, be careful not to set this too low. The system-wide limit for this is defined by the kern.maxfiles sysctl(8). sbsize This is the limit on the amount of network memory, and thus mbufs, a user may consume. This originated as a response to an old DoS attack by creating a lot of sockets, but can be generally used to limit network communications. stacksize This is the maximum size a process' stack may grow to. This alone is not sufficient to limit the amount of memory a program may use; consequently, it should be used in conjunction with other limits. There are a few other things to remember when setting resource limits. Following are some general tips, suggestions, and miscellaneous comments. * Processes started at system startup by /etc/rc are assigned to the daemon login class. * Although the /etc/login.conf that comes with the system is a good source of reasonable values for most limits, only you, the administrator, can know what is appropriate for your system. Setting a limit too high may open your system up to abuse, while setting it too low may put a strain on productivity. * Users of the X Window System (X11) should probably be granted more resources than other users. X11 by itself takes a lot of resources, but it also encourages users to run more programs simultaneously. * Remember that many limits apply to individual processes, not the user as a whole. For example, setting openfiles to 50 means that each process the user runs may open up to 50 files. Thus, the gross amount of files a user may open is the value of openfiles multiplied by the value of maxproc. This also applies to memory consumption. For further information on resource limits and login classes and capabilities in general, please consult the relevant manual pages: cap_mkdb(1), getrlimit(2), login.conf(5). -------------------------------------------------------------- 8.8 Personalizing Users Localization is an environment set up by the system administrator or user to accommodate different languages, character sets, date and time standards, and so on. This is discussed in the localization chapter. -------------------------------------------------------------- 8.9 Groups A group is simply a list of users. Groups are identified by their group name and GID (Group ID). In DragonFly (and most other UNIX like systems), the two factors the kernel uses to decide whether a process is allowed to do something is its user ID and list of groups it belongs to. Unlike a user ID, a process has a list of groups associated with it. You may hear some things refer to the ``group ID'' of a user or process; most of the time, this just means the first group in the list. The group name to group ID map is 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 group ID, and the fourth the comma-delimited list of members. It can safely be edited by hand (assuming, of course, that you do not make any syntax errors!). For a more complete description of the syntax, see the group(5) manual page. If you do not want to edit /etc/group manually, you can use the pw(8) command to add and edit groups. For example, to add a group called teamtwo and then confirm that it exists you can use: Example 8-7. Adding a Group Using pw(8) # pw groupadd teamtwo # pw groupshow teamtwo teamtwo:*:1100: The number 1100 above is the group ID of the group teamtwo. Right now, teamtwo has no members, and is thus rather useless. Let's change that by inviting jru to the teamtwo group. Example 8-8. Adding Somebody to a Group Using pw(8) # pw groupmod teamtwo -M jru # pw groupshow teamtwo teamtwo:*:1100:jru The argument to the -M option is a comma-delimited list of users who are members of the group. From the preceding sections, we know that the password file also contains a group for each user. The latter (the user) is automatically added to the group list by the system; the user will not show up as a member when using the groupshow command to pw(8), but will show up when the information is queried via id(1) or similar tool. In other words, pw(8) only manipulates the /etc/group file; it will never attempt to read additionally data from /etc/passwd. Example 8-9. Using id(1) to Determine Group Membership % id jru uid=1001(jru) gid=1001(jru) groups=1001(jru), 1100(teamtwo) As you can see, jru is a member of the groups jru and teamtwo. For more information about pw(8), see its manual page, and for more information on the format of /etc/group, consult the group(5) manual page. -------------------------------------------------------------- Chapter 9 Configuring the DragonFly Kernel Updated and restructured by Jim Mock. Originally contributed by Jake Hamby. 9.1 Synopsis The kernel is the core of the DragonFly operating system. It is responsible for managing memory, enforcing security controls, networking, disk access, and much more. While more and more of DragonFly becomes dynamically configurable it is still occasionally necessary to reconfigure and recompile your kernel. After reading this chapter, you will know: * Why you might need to build a custom kernel. * How to write a kernel configuration file, or alter an existing configuration file. * How to use the kernel configuration file to create and build a new kernel. * How to install the new kernel. * How to create any entries in /dev that may be required. * How to troubleshoot if things go wrong. -------------------------------------------------------------- 9.2 Why Build a Custom Kernel? Traditionally, DragonFly has had what is called a ``monolithic'' kernel. This means that the kernel was one large program, supported a fixed list of devices, and if you wanted to change the kernel's behavior then you had to compile a new kernel, and then reboot your computer with the new kernel. Today, DragonFly is rapidly moving to a model where much of the kernel's functionality is contained in modules which can be dynamically loaded and unloaded from the kernel as necessary. This allows the kernel to adapt to new hardware suddenly becoming available (such as PCMCIA cards in a laptop), or for new functionality to be brought into the kernel that was not necessary when the kernel was originally compiled. This is known as a modular kernel. Colloquially these are called KLDs. Despite this, it is still necessary to carry out some static kernel configuration. In some cases this is because the functionality is so tied to the kernel that it can not be made dynamically loadable. In others it may simply be because no one has yet taken the time to write a dynamic loadable kernel module for that functionality yet. Building a custom kernel is one of the most important rites of passage nearly every UNIX user must endure. This process, while time consuming, will provide many benefits to your DragonFly system. Unlike the GENERIC kernel, which must support a wide range of hardware, a custom kernel only contains support for your PC's hardware. This has a number of benefits, such as: * Faster boot time. Since the kernel will only probe the hardware you have on your system, the time it takes your system to boot will decrease dramatically. * Less memory usage. A custom kernel often uses less memory than the GENERIC kernel, which is important because the kernel must always be present in real memory. For this reason, a custom kernel is especially useful on a system with a small amount of RAM. * Additional hardware support. A custom kernel allows you to add in support for devices such as sound cards, which are not present in the GENERIC kernel. -------------------------------------------------------------- 9.3 Building and Installing a Custom Kernel First, let us take a quick tour of the kernel build directory. All directories mentioned will be relative to the main /usr/src/sys directory, which is also accessible through /sys. There are a number of subdirectories here representing different parts of the kernel, but the most important, for our purposes, are arch/conf, where you will edit your custom kernel configuration, and compile, which is the staging area where your kernel will be built. arch represents either i386 or amd64, at this point in development. Everything inside a particular architecture's directory deals with that architecture only; the rest of the code is common to all platforms to which DragonFly could potentially be ported. Notice the logical organization of the directory structure, with each supported device, file system, and option in its own subdirectory. Note: If there is not a /usr/src/sys directory on your system, then the kernel source has not been installed. The easiest way to do this is via cvsup. Next, move to the arch/conf directory and copy the GENERIC configuration file to the name you want to give your kernel. For example: # cd /usr/src/sys/i386/conf # cp GENERIC MYKERNEL Traditionally, this name is in all capital letters and, if you are maintaining multiple DragonFly machines with different hardware, it is a good idea to name it after your machine's hostname. We will call it MYKERNEL for the purpose of this example. Tip: Storing your kernel config file directly under /usr/src can be a bad idea. If you are experiencing problems it can be tempting to just delete /usr/src and start again. Five seconds after you do that you realize that you have deleted your custom kernel config file. Do not edit GENERIC directly, as it may get overwritten the next time you update your source tree, and your kernel modifications will be lost. You might want to keep your kernel config file elsewhere, and then create a symbolic link to the file in the i386 directory. For example: # cd /usr/src/sys/i386/conf # mkdir /root/kernels # cp GENERIC /root/kernels/MYKERNEL # ln -s /root/kernels/MYKERNEL Note: You must execute these and all of the following commands under the root account or you will get permission denied errors. Now, edit MYKERNEL with your favorite text editor. If you are just starting out, the only editor available will probably be vi, which is too complex to explain here, but is covered well in many books in the bibliography. However, DragonFly does offer an easier editor called ee which, if you are a beginner, should be your editor of choice. Feel free to change the comment lines at the top to reflect your configuration or the changes you have made to differentiate it from GENERIC. If you have built a kernel under SunOS(TM) or some other BSD operating system, much of this file will be very familiar to you. If you are coming from some other operating system such as DOS, on the other hand, the GENERIC configuration file might seem overwhelming to you, so follow the descriptions in the Configuration File section slowly and carefully. Note: Be sure to always check the file /usr/src/UPDATING, before you perform any update steps, in the case you sync your source tree with the latest sources of the DragonFly project. In this file all important issues with updating DragonFly are typed out. /usr/src/UPDATING always fits your version of the DragonFly source, and is therefore more accurate for new information than the handbook. Building a Kernel 1. Change to the /usr/src directory. # cd /usr/src 2. Compile the kernel. # make buildkernel KERNCONF=MYKERNEL 3. Install the new kernel. # make installkernel KERNCONF=MYKERNEL If you have not upgraded your source tree in any way since the last time you successfully completed a buildworld-installworld cycle (you have not run CVSup), then it is safe to use the quickworld and quickkernel, buildworld, buildkernel sequence. The new kernel will be copied to the root directory as /kernel and the old kernel will be moved to /kernel.old. Now, shutdown the system and reboot to use your new kernel. In case something goes wrong, there are some troubleshooting instructions at the end of this chapter. Be sure to read the section which explains how to recover in case your new kernel does not boot. Note: If you have added any new devices (such as sound cards), you may have to add some device nodes to your /dev directory before you can use them. For more information, take a look at Making Device Nodes section later on in this chapter. -------------------------------------------------------------- 9.4 The Configuration File The general format of a configuration file is quite simple. Each line contains a keyword and one or more arguments. For simplicity, most lines only contain one argument. Anything following a # is considered a comment and ignored. The following sections describe each keyword, generally in the order they are listed in GENERIC, although some related keywords have been grouped together in a single section (such as Networking) even though they are actually scattered throughout the GENERIC file. An exhaustive list of options and more detailed explanations of the device lines is present in the LINT configuration file, located in the same directory as GENERIC. If you are in doubt as to the purpose or necessity of a line, check first in LINT. The following is an example GENERIC kernel configuration file with various additional comments where needed for clarity. This example should match your copy in /usr/src/sys/i386/conf/GENERIC fairly closely. For details of all the possible kernel options, see /usr/src/sys/i386/conf/LINT. # # # GENERIC -- Generic kernel configuration file for DragonFly/i386 # # Check the LINT configuration file in sys/i386/conf, for an # exhaustive list of options. # # $DragonFly: src/sys/i386/conf/GENERIC,v 1.17 2004/06/25 05:09:38 hmp Exp $ The following are the mandatory keywords required in every kernel you build: machine i386 This is the machine architecture. It must be either i386, or amd64. cpu I386_CPU cpu I486_CPU cpu I586_CPU cpu I686_CPU The above option specifies the type of CPU you have in your system. You may have multiple instances of the CPU line (i.e., you are not sure whether you should use I586_CPU or I686_CPU), however, for a custom kernel, it is best to specify only the CPU you have. If you are unsure of your CPU type, you can check the /var/run/dmesg.boot file to view your boot up messages. ident GENERIC This is the identification of the kernel. You should change this to whatever you named your kernel, i.e. MYKERNEL if you have followed the instructions of the previous examples. The value you put in the ident string will print when you boot up the kernel, so it is useful to give the new kernel a different name if you want to keep it separate from your usual kernel (i.e. you want to build an experimental kernel). maxusers n The maxusers option sets the size of a number of important system tables. This number is supposed to be roughly equal to the number of simultaneous users you expect to have on your machine. (Recommended) The system will auto-tune this setting for you if you explicitly set it to 0[9]. If you want to manage it yourself you will want to set maxusers to at least 4, especially if you are using the X Window System or compiling software. The reason is that the most important table set by maxusers is the maximum number of processes, which is set to 20 + 16 * maxusers, so if you set maxusers to 1, then you can only have 36 simultaneous processes, including the 18 or so that the system starts up at boot time, and the 15 or so you will probably create when you start the X Window System. Even a simple task like reading a manual page will start up nine processes to filter, decompress, and view it. Setting maxusers to 64 will allow you to have up to 1044 simultaneous processes, which should be enough for nearly all uses. If, however, you see the dreaded proc table full error when trying to start another program, or are running a server with a large number of simultaneous users, you can always increase the number and rebuild. Note: maxusers does not limit the number of users which can log into your machine. It simply sets various table sizes to reasonable values considering the maximum number of users you will likely have on your system and how many processes each of them will be running. One keyword which does limit the number of simultaneous remote logins and X terminal windows is pseudo-device pty 16. # Floating point support - do not disable. device npx0 at nexus? port IO_NPX irq 13 npx0 is the interface to the floating point math unit in DragonFly, which is either the hardware co-processor or the software math emulator. This is not optional. # Pseudo devices - the number indicates how many units to allocate. pseudo-device loop # Network loopback This is the generic loopback device for TCP/IP. If you telnet or FTP to localhost (a.k.a., 127.0.0.1) it will come back at you through this device. This is mandatory. Everything that follows is more or less optional. See the notes underneath or next to each option for more information. #makeoptions DEBUG=-g #Build kernel with gdb(1) debug symbols The normal build process of the DragonFly does not include debugging information when building the kernel and strips most symbols after the resulting kernel is linked, to save some space at the install location. If you are going to do tests of kernels in the DEVELOPMENT branch or develop changes of your own for the DragonFly kernel, you might want to uncomment this line. It will enable the use of the -g option which enables debugging information when passed to gcc(1). options MATH_EMULATE #Support for x87 emulation This line allows the kernel to simulate a math co-processor if your computer does not have one (386 or 486SX). If you have a 486DX, or a 386 or 486SX (with a separate 387 or 487 chip), or higher (Pentium, Pentium II, etc.), you can comment this line out. Note: The normal math co-processor emulation routines that come with DragonFly are not very accurate. If you do not have a math co-processor, and you need the best accuracy, it is recommended that you change this option to GPL_MATH_EMULATE to use the GNU math support, which is not included by default for licensing reasons. options INET #InterNETworking Networking support. Leave this in, even if you do not plan to be connected to a network. Most programs require at least loopback networking (i.e., making network connections within your PC), so this is essentially mandatory. options INET6 #IPv6 communications protocols This enables the IPv6 communication protocols. options FFS #Berkeley Fast Filesystem options FFS_ROOT #FFS usable as root device [keep this!] This is the basic hard drive Filesystem. Leave it in if you boot from the hard disk. options UFS_DIRHASH #Improve performance on big directories This option includes functionality to speed up disk operations on large directories, at the expense of using additional memory. You would normally keep this for a large server, or interactive workstation, and remove it if you are using DragonFly on a smaller system where memory is at a premium and disk access speed is less important, such as a firewall. options SOFTUPDATES #Enable FFS Soft Updates support This option enables Soft Updates in the kernel, this will help speed up write access on the disks. Even when this functionality is provided by the kernel, it must be turned on for specific disks. Review the output from mount(8) to see if Soft Updates is enabled for your system disks. If you do not see the soft-updates option then you will need to activate it using the tunefs(8) (for existing filesystems) or newfs(8) (for new filesystems) commands. options MFS #Memory Filesystem options MD_ROOT #MD is a potential root device This is the memory-mapped filesystem. This is basically a RAM disk for fast storage of temporary files, useful if you have a lot of swap space that you want to take advantage of. A perfect place to mount an MFS partition is on the /tmp directory, since many programs store temporary data here. To mount an MFS RAM disk on /tmp, add the following line to /etc/fstab: /dev/ad1s2b /tmp mfs rw 0 0 Now you simply need to either reboot, or run the command mount /tmp. options NFS #Network Filesystem options NFS_ROOT #NFS usable as root device, NFS required The network Filesystem. Unless you plan to mount partitions from a UNIX file server over TCP/IP, you can comment these out. options MSDOSFS #MSDOS Filesystem The MS-DOS Filesystem. Unless you plan to mount a DOS formatted hard drive partition at boot time, you can safely comment this out. It will be automatically loaded the first time you mount a DOS partition, as described above. Also, the excellent mtools software (in pkgsrc) allows you to access DOS floppies without having to mount and unmount them (and does not require MSDOSFS at all). options CD9660 #ISO 9660 Filesystem options CD9660_ROOT #CD-ROM usable as root, CD9660 required The ISO 9660 Filesystem for CDROMs. Comment it out if you do not have a CDROM drive or only mount data CDs occasionally (since it will be dynamically loaded the first time you mount a data CD). Audio CDs do not need this Filesystem. options PROCFS #Process filesystem The process filesystem. This is a ``pretend'' filesystem mounted on /proc which allows programs like ps(1) to give you more information on what processes are running. options COMPAT_43 #Compatible with BSD 4.3 [KEEP THIS!] Compatibility with 4.3BSD. Leave this in; some programs will act strangely if you comment this out. options SCSI_DELAY=15000 #Delay (in ms) before probing SCSI This causes the kernel to pause for 15 seconds before probing each SCSI device in your system. If you only have IDE hard drives, you can ignore this, otherwise you will probably want to lower this number, perhaps to five seconds (5000 ms), to speed up booting. Of course, if you do this, and DragonFly has trouble recognizing your SCSI devices, you will have to raise it back up. options UCONSOLE #Allow users to grab the console Allow users to grab the console, which is useful for X users. For example, you can create a console xterm by typing xterm -C, which will display any write(1), talk(1), and any other messages you receive, as well as any console messages sent by the kernel. options USERCONFIG #boot -c editor This option allows you to boot the configuration editor from the boot menu. options VISUAL_USERCONFIG #visual boot -c editor This option allows you to boot the visual configuration editor from the boot menu. options KTRACE #ktrace(1) support This enables kernel process tracing, which is useful in debugging. options SYSVSHM #SYSV-style shared memory This option provides for System V shared memory. The most common use of this is the XSHM extension in X, which many graphics-intensive programs will automatically take advantage of for extra speed. If you use X, you will definitely want to include this. options SYSVSEM #SYSV-style semaphores Support for System V semaphores. Less commonly used but only adds a few hundred bytes to the kernel. options SYSVMSG #SYSV-style message queues Support for System V messages. Again, only adds a few hundred bytes to the kernel. Note: The ipcs(1) command will list any processes using each of these System V facilities. options P1003_1B #Posix P1003_1B real-time extensions options _KPOSIX_PRIORITY_SCHEDULING Real-time extensions added in the 1993 POSIX(R). Certain applications in the ports collection use these (such as StarOffice). options ICMP_BANDLIM #Rate limit bad replies This option enables ICMP error response bandwidth limiting. You typically want this option as it will help protect the machine from denial of service packet attacks. # To make an SMP kernel, the next two are needed #options SMP # Symmetric MultiProcessor Kernel #options APIC_IO # Symmetric (APIC) I/O The above are both required for SMP support. device isa All PCs supported by DragonFly have one of these. Do not remove, even if you have no ISA slots. If you have an IBM PS/2 (Micro Channel Architecture), DragonFly provides some limited support at this time. For more information about the MCA support, see /usr/src/sys/i386/conf/LINT. device eisa Include this if you have an EISA motherboard. This enables auto-detection and configuration support for all devices on the EISA bus. device pci Include this if you have a PCI motherboard. This enables auto-detection of PCI cards and gatewaying from the PCI to ISA bus. device agp Include this if you have an AGP card in the system. This will enable support for AGP, and AGP GART for boards which have these features. # Floppy drives device fdc0 at isa? port IO_FD1 irq 6 drq 2 device fd0 at fdc0 drive 0 device fd1 at fdc0 drive 1 This is the floppy drive controller. fd0 is the A: floppy drive, and fd1 is the B: drive. device ata This driver supports all ATA and ATAPI devices. You only need one device ata line for the kernel to detect all PCI ATA/ATAPI devices on modern machines. device atadisk # ATA disk drives This is needed along with device ata for ATA disk drives. device atapicd # ATAPI CDROM drives This is needed along with device ata for ATAPI CDROM drives. device atapifd # ATAPI floppy drives This is needed along with device ata for ATAPI floppy drives. device atapist # ATAPI tape drives This is needed along with device ata for ATAPI tape drives. options ATA_STATIC_ID #Static device numbering This makes the controller number static (like the old driver) or else the device numbers are dynamically allocated. # ATA and ATAPI devices device ata0 at isa? port IO_WD1 irq 14 device ata1 at isa? port IO_WD2 irq 15 Use the above for older, non-PCI systems. # SCSI Controllers device ahb # EISA AHA1742 family device ahc # AHA2940 and onboard AIC7xxx devices device amd # AMD 53C974 (Teckram DC-390(T)) device dpt # DPT Smartcache - See LINT for options! device isp # Qlogic family device ncr # NCR/Symbios Logic device sym # NCR/Symbios Logic (newer chipsets) device adv0 at isa? device adw device bt0 at isa? device aha0 at isa? device aic0 at isa? SCSI controllers. Comment out any you do not have in your system. If you have an IDE only system, you can remove these altogether. # SCSI peripherals device scbus # SCSI bus (required) device da # Direct Access (disks) device sa # Sequential Access (tape etc) device cd # CD device pass # Passthrough device (direct SCSI access) SCSI peripherals. Again, comment out any you do not have, or if you have only IDE hardware, you can remove them completely. Note: The USB umass(4) driver (and a few other drivers) use the SCSI subsystem even though they are not real SCSI devices. Therefore make sure not to remove SCSI support, if any such drivers are included in the kernel configuration. # RAID controllers device ida # Compaq Smart RAID device amr # AMI MegaRAID device mlx # Mylex DAC960 family Supported RAID controllers. If you do not have any of these, you can comment them out or remove them. # atkbdc0 controls both the keyboard and the PS/2 mouse device atkbdc0 at isa? port IO_KBD The keyboard controller (atkbdc) provides I/O services for the AT keyboard and PS/2 style pointing devices. This controller is required by the keyboard driver (atkbd) and the PS/2 pointing device driver (psm). device atkbd0 at atkbdc? irq 1 The atkbd driver, together with atkbdc controller, provides access to the AT 84 keyboard or the AT enhanced keyboard which is connected to the AT keyboard controller. device psm0 at atkbdc? irq 12 Use this device if your mouse plugs into the PS/2 mouse port. device vga0 at isa? The video card driver. # splash screen/screen saver pseudo-device splash Splash screen at start up! Screen savers require this too. # syscons is the default console driver, resembling an SCO console device sc0 at isa? sc0 is the default console driver, which resembles a SCO console. Since most full-screen programs access the console through a terminal database library like termcap, it should not matter whether you use this or vt0, the VT220 compatible console driver. When you log in, set your TERM variable to scoansi if full-screen programs have trouble running under this console. # Enable this and PCVT_FREEBSD for pcvt vt220 compatible console driver #device vt0 at isa? #options XSERVER # support for X server on a vt console #options FAT_CURSOR # start with block cursor # If you have a ThinkPAD, uncomment this along with the rest of the PCVT lines #options PCVT_SCANSET=2 # IBM keyboards are non-std This is a VT220-compatible console driver, backward compatible to VT100/102. It works well on some laptops which have hardware incompatibilities with sc0. Also set your TERM variable to vt100 or vt220 when you log in. This driver might also prove useful when connecting to a large number of different machines over the network, where termcap or terminfo entries for the sc0 device are often not available -- vt100 should be available on virtually any platform. # Power management support (see LINT for more options) device apm0 at nexus? disable flags 0x20 # Advanced Power Management Advanced Power Management support. Useful for laptops. # PCCARD (PCMCIA) support device card device pcic0 at isa? irq 10 port 0x3e0 iomem 0xd0000 device pcic1 at isa? irq 11 port 0x3e2 iomem 0xd4000 disable PCMCIA support. You want this if you are using a laptop. # Serial (COM) ports device sio0 at isa? port IO_COM1 flags 0x10 irq 4 device sio1 at isa? port IO_COM2 irq 3 device sio2 at isa? disable port IO_COM3 irq 5 device sio3 at isa? disable port IO_COM4 irq 9 These are the four serial ports referred to as COM1 through COM4 in the MS-DOS/Windows world. Note: If you have an internal modem on COM4 and a serial port at COM2, you will have to change the IRQ of the modem to 2 (for obscure technical reasons, IRQ2 = IRQ 9) in order to access it from DragonFly. If you have a multiport serial card, check the manual page for sio(4) for more information on the proper values for these lines. Some video cards (notably those based on S3 chips) use IO addresses in the form of 0x*2e8, and since many cheap serial cards do not fully decode the 16-bit IO address space, they clash with these cards making the COM4 port practically unavailable. Each serial port is required to have a unique IRQ (unless you are using one of the multiport cards where shared interrupts are supported), so the default IRQs for COM3 and COM4 cannot be used. # Parallel port device ppc0 at isa? irq 7 This is the ISA-bus parallel port interface. device ppbus # Parallel port bus (required) Provides support for the parallel port bus. device lpt # Printer Support for parallel port printers. Note: All three of the above are required to enable parallel printer support. device plip # TCP/IP over parallel This is the driver for the parallel network interface. device ppi # Parallel port interface device The general-purpose I/O (``geek port'') + IEEE1284 I/O. #device vpo # Requires scbus and da This is for an Iomega Zip drive. It requires scbus and da support. Best performance is achieved with ports in EPP 1.9 mode. # PCI Ethernet NICs. device de # DEC/Intel DC21x4x (``Tulip'') device fxp # Intel EtherExpress PRO/100B (82557, 82558) device tx # SMC 9432TX (83c170 ``EPIC'') device vx # 3Com 3c590, 3c595 (``Vortex'') device wx # Intel Gigabit Ethernet Card (``Wiseman'') Various PCI network card drivers. Comment out or remove any of these not present in your system. # PCI Ethernet NICs that use the common MII bus controller code. device miibus # MII bus support MII bus support is required for some PCI 10/100 Ethernet NICs, namely those which use MII-compliant transceivers or implement transceiver control interfaces that operate like an MII. Adding device miibus to the kernel config pulls in support for the generic miibus API and all of the PHY drivers, including a generic one for PHYs that are not specifically handled by an individual driver. device dc # DEC/Intel 21143 and various workalikes device rl # RealTek 8129/8139 device sf # Adaptec AIC-6915 (``Starfire'') device sis # Silicon Integrated Systems SiS 900/SiS 7016 device ste # Sundance ST201 (D-Link DFE-550TX) device tl # Texas Instruments ThunderLAN device vr # VIA Rhine, Rhine II device wb # Winbond W89C840F device xl # 3Com 3c90x (``Boomerang'', ``Cyclone'') Drivers that use the MII bus controller code. # ISA Ethernet NICs. device ed0 at isa? port 0x280 irq 10 iomem 0xd8000 device ex device ep # WaveLAN/IEEE 802.11 wireless NICs. Note: the WaveLAN/IEEE really # exists only as a PCMCIA device, so there is no ISA attachment needed # and resources will always be dynamically assigned by the pccard code. device wi # Aironet 4500/4800 802.11 wireless NICs. Note: the declaration below will # work for PCMCIA and PCI cards, as well as ISA cards set to ISA PnP # mode (the factory default). If you set the switches on your ISA # card for a manually chosen I/O address and IRQ, you must specify # those parameters here. device an # The probe order of these is presently determined by i386/isa/isa_compat.c. device ie0 at isa? port 0x300 irq 10 iomem 0xd0000 device fe0 at isa? port 0x300 device le0 at isa? port 0x300 irq 5 iomem 0xd0000 device lnc0 at isa? port 0x280 irq 10 drq 0 device cs0 at isa? port 0x300 device sn0 at isa? port 0x300 irq 10 # requires PCCARD (PCMCIA) support to be activated #device xe0 at isa? ISA Ethernet drivers. See /usr/src/sys/i386/conf/LINT for which cards are supported by which driver. pseudo-device ether # Ethernet support ether is only needed if you have an Ethernet card. It includes generic Ethernet protocol code. pseudo-device sl 1 # Kernel SLIP sl is for SLIP support. This has been almost entirely supplanted by PPP, which is easier to set up, better suited for modem-to-modem connection, and more powerful. The number after sl specifies how many simultaneous SLIP sessions to support. pseudo-device ppp 1 # Kernel PPP This is for kernel PPP support for dial-up connections. There is also a version of PPP implemented as a userland application that uses tun and offers more flexibility and features such as demand dialing. The number after ppp specifies how many simultaneous PPP connections to support. . device tun # Packet tunnel. This is used by the userland PPP software. A number after tun specifies the number of simultaneous PPP sessions to support. See the PPP section of this book for more information. pseudo-device pty # Pseudo-ttys (telnet etc) This is a ``pseudo-terminal'' or simulated login port. It is used by incoming telnet and rlogin sessions, xterm, and some other applications such as Emacs. The number after pty indicates the number of ptys to create. If you need more than the default of 16 simultaneous xterm windows and/or remote logins, be sure to increase this number accordingly, up to a maximum of 256. pseudo-device md # Memory ``disks'' Memory disk pseudo-devices. pseudo-device gif # IPv6 and IPv4 tunneling This implements IPv6 over IPv4 tunneling, IPv4 over IPv6 tunneling, IPv4 over IPv4 tunneling, and IPv6 over IPv6 tunneling. pseudo-device faith # IPv6-to-IPv4 relaying (translation) This pseudo-device captures packets that are sent to it and diverts them to the IPv4/IPv6 translation daemon. # The `bpf' device enables the Berkeley Packet Filter. # Be aware of the administrative consequences of enabling this! pseudo-device bpf # Berkeley packet filter This is the Berkeley Packet Filter. This pseudo-device allows network interfaces to be placed in promiscuous mode, capturing every packet on a broadcast network (e.g., an Ethernet). These packets can be captured to disk and or examined with the tcpdump(1) program. Note: The bpf(4) device is also used by dhclient(8) to obtain the IP address of the default router (gateway) and so on. If you use DHCP, leave this uncommented. # USB support #device uhci # UHCI PCI->USB interface #device ohci # OHCI PCI->USB interface #device usb # USB Bus (required) #device ugen # Generic #device uhid # ``Human Interface Devices'' #device ukbd # Keyboard #device ulpt # Printer #device umass # Disks/Mass storage - Requires scbus and da #device ums # Mouse # USB Ethernet, requires mii #device aue # ADMtek USB ethernet #device cue # CATC USB ethernet #device kue # Kawasaki LSI USB ethernet Support for various USB devices. For more information and additional devices supported by DragonFly, see /usr/src/sys/i386/conf/LINT. -------------------------------------------------------------- 9.5 Making Device Nodes Almost every device in the kernel has a corresponding ``node'' entry in the /dev directory. These nodes look like regular files, but are actually special entries into the kernel which programs use to access the device. The shell script /dev/MAKEDEV, which is executed when you first install the operating system, creates nearly all of the device nodes supported. However, it does not create all of them, so when you add support for a new device, it pays to make sure that the appropriate entries are in this directory, and if not, add them. Here is a simple example: Suppose you add the IDE CD-ROM support to the kernel. The line to add is: device acd0 This means that you should look for some entries that start with acd0 in the /dev directory, possibly followed by a letter, such as c, or preceded by the letter r, which means a ``raw'' device. It turns out that those files are not there, so you must change to the /dev directory and type: # sh MAKEDEV acd0 When this script finishes, you will find that there are now acd0c and racd0c entries in /dev so you know that it executed correctly. For sound cards, the following command creates the appropriate entries: # sh MAKEDEV snd0 Note: When creating device nodes for devices such as sound cards, if other people have access to your machine, it may be desirable to protect the devices from outside access by adding them to the /etc/fbtab file. See fbtab(5) for more information. Follow this simple procedure for any other non-GENERIC devices which do not have entries. Note: All SCSI controllers use the same set of /dev entries, so you do not need to create these. Also, network cards and SLIP/PPP pseudo-devices do not have entries in /dev at all, so you do not have to worry about these either. -------------------------------------------------------------- 9.6 If Something Goes Wrong There are five categories of trouble that can occur when building a custom kernel. They are: config fails: If the config(8) command fails when you give it your kernel description, you have probably made a simple error somewhere. Fortunately, config(8) will print the line number that it had trouble with, so you can quickly skip to it with vi. For example, if you see: config: line 17: syntax error You can skip to the problem in vi by typing 17G in command mode. Make sure the keyword is typed correctly, by comparing it to the GENERIC kernel or another reference. make fails: If the make command fails, it usually signals an error in your kernel description, but not severe enough for config(8) to catch it. Again, look over your configuration, and if you still cannot resolve the problem, send mail to the DragonFly Bugs mailing list with your kernel configuration, and it should be diagnosed very quickly. Installing the new kernel fails: If the kernel compiled fine, but failed to install (the make install or make installkernel command failed), the first thing to check is if your system is running at securelevel 1 or higher (see init(8)). The kernel installation tries to remove the immutable flag from your kernel and set the immutable flag on the new one. Since securelevel 1 or higher prevents unsetting the immutable flag for any files on the system, the kernel installation needs to be performed at securelevel 0 or lower. The kernel does not boot: If your new kernel does not boot, or fails to recognize your devices, do not panic! Fortunately, DragonFly has an excellent mechanism for recovering from incompatible kernels. Simply choose the kernel you want to boot from at the DragonFly boot loader. You can access this when the system counts down from 10. Hit any key except for the Enter key, type unload and then type boot kernel.old, or the filename of any other kernel that will boot properly. When reconfiguring a kernel, it is always a good idea to keep a kernel that is known to work on hand. After booting with a good kernel you can check over your configuration file and try to build it again. One helpful resource is the /var/log/messages file which records, among other things, all of the kernel messages from every successful boot. Also, the dmesg(8) command will print the kernel messages from the current boot. Note: If you are having trouble building a kernel, make sure to keep a GENERIC, or some other kernel that is known to work on hand as a different name that will not get erased on the next build. You cannot rely on kernel.old because when installing a new kernel, kernel.old is overwritten with the last installed kernel which may be non-functional. Also, as soon as possible, move the working kernel to the proper kernel location or commands such as ps(1) will not work properly. The proper command to ``unlock'' the kernel file that make installs (in order to move another kernel back permanently) is: # chflags noschg /kernel If you find you cannot do this, you are probably running at a securelevel(8) greater than zero. Edit kern_securelevel in /etc/rc.conf and set it to -1, then reboot. You can change it back to its previous setting when you are happy with your new kernel. And, if you want to ``lock'' your new kernel into place, or any file for that matter, so that it cannot be moved or tampered with: # chflags schg /kernel The kernel works, but ps(1) does not work any more: If you have installed a different version of the kernel from the one that the system utilities have been built with, many system-status commands like ps(1) and vmstat(8) will not work any more. You must recompile the libkvm library as well as these utilities. This is one reason it is not normally a good idea to use a different version of the kernel from the rest of the operating system. -------------------------------------------------------------- Chapter 10 Security Much of this chapter has been taken from the security(7) manual page by Matthew Dillon. -------------------------------------------------------------- 10.1 Synopsis This chapter will provide a basic introduction to system security concepts, some general good rules of thumb, and some advanced topics under DragonFly. A lot of the topics covered here can be applied to system and Internet security in general as well. The Internet is no longer a ``friendly'' place in which everyone wants to be your kind neighbor. Securing your system is imperative to protect your data, intellectual property, time, and much more from the hands of hackers and the like. DragonFly provides an array of utilities and mechanisms to ensure the integrity and security of your system and network. After reading this chapter, you will know: * Basic system security concepts, in respect to DragonFly. * About the various crypt mechanisms available in DragonFly, such as DES and MD5. * How to set up one-time password authentication. * How to set up KerberosIV. * How to set up Kerberos5. * How to create firewalls using IPFW. * How to configure IPsec and create a VPN between DragonFly/Windows machines. * How to configure and use OpenSSH, DragonFly's SSH implementation. Before reading this chapter, you should: * Understand basic DragonFly and Internet concepts. -------------------------------------------------------------- 10.2 Introduction Security is a function that begins and ends with the system administrator. While all BSD UNIX multi-user systems have some inherent security, the job of building and maintaining additional security mechanisms to keep those users ``honest'' is probably one of the single largest undertakings of the sysadmin. Machines are only as secure as you make them, and security concerns are ever competing with the human necessity for convenience. UNIX systems, in general, are capable of running a huge number of simultaneous processes and many of these processes operate as servers -- meaning that external entities can connect and talk to them. As yesterday's mini-computers and mainframes become today's desktops, and as computers become networked and internetworked, security becomes an even bigger issue. Security is best implemented through a layered ``onion'' approach. In a nutshell, what you want to do is to create as many layers of security as are convenient and then carefully monitor the system for intrusions. You do not want to overbuild your security or you will interfere with the detection side, and detection is one of the single most important aspects of any security mechanism. For example, it makes little sense to set the schg flags (see chflags(1)) on every system binary because while this may temporarily protect the binaries, it prevents an attacker who has broken in from making an easily detectable change that may result in your security mechanisms not detecting the attacker at all. System security also pertains to dealing with various forms of attack, including attacks that attempt to crash, or otherwise make a system unusable, but do not attempt to compromise the root account (``break root''). Security concerns can be split up into several categories: 1. Denial of service attacks. 2. User account compromises. 3. Root compromise through accessible servers. 4. Root compromise via user accounts. 5. Backdoor creation. A denial of service attack is an action that deprives the machine of needed resources. Typically, DoS attacks are brute-force mechanisms that attempt to crash or otherwise make a machine unusable by overwhelming its servers or network stack. Some DoS attacks try to take advantage of bugs in the networking stack to crash a machine with a single packet. The latter can only be fixed by applying a bug fix to the kernel. Attacks on servers can often be fixed by properly specifying options to limit the load the servers incur on the system under adverse conditions. Brute-force network attacks are harder to deal with. A spoofed-packet attack, for example, is nearly impossible to stop, short of cutting your system off from the Internet. It may not be able to take your machine down, but it can saturate your Internet connection. A user account compromise is even more common than a DoS attack. Many sysadmins still run standard telnetd, rlogind, rshd, and ftpd servers on their machines. These servers, by default, do not operate over encrypted connections. The result is that if you have any moderate-sized user base, one or more of your users logging into your system from a remote location (which is the most common and convenient way to login to a system) will have his or her password sniffed. The attentive system admin will analyze his remote access logs looking for suspicious source addresses even for successful logins. One must always assume that once an attacker has access to a user account, the attacker can break root. However, the reality is that in a well secured and maintained system, access to a user account does not necessarily give the attacker access to root. The distinction is important because without access to root the attacker cannot generally hide his tracks and may, at best, be able to do nothing more than mess with the user's files, or crash the machine. User account compromises are very common because users tend not to take the precautions that sysadmins take. System administrators must keep in mind that there are potentially many ways to break root on a machine. The attacker may know the root password, the attacker may find a bug in a root-run server and be able to break root over a network connection to that server, or the attacker may know of a bug in a suid-root program that allows the attacker to break root once he has broken into a user's account. If an attacker has found a way to break root on a machine, the attacker may not have a need to install a backdoor. Many of the root holes found and closed to date involve a considerable amount of work by the attacker to cleanup after himself, so most attackers install backdoors. A backdoor provides the attacker with a way to easily regain root access to the system, but it also gives the smart system administrator a convenient way to detect the intrusion. Making it impossible for an attacker to install a backdoor may actually be detrimental to your security, because it will not close off the hole the attacker found to break in the first place. Security remedies should always be implemented with a multi-layered ``onion peel'' approach and can be categorized as follows: 1. Securing root and staff accounts. 2. Securing root -- root-run servers and suid/sgid binaries. 3. Securing user accounts. 4. Securing the password file. 5. Securing the kernel core, raw devices, and filesystems. 6. Quick detection of inappropriate changes made to the system. 7. Paranoia. The next section of this chapter will cover the above bullet items in greater depth. -------------------------------------------------------------- 10.3 Securing DragonFly Command vs. Protocol: Throughout this document, we will use bold text to refer to a command or application. This is used for instances such as ssh, since it is a protocol as well as command. The sections that follow will cover the methods of securing your DragonFly system that were mentioned in the last section of this chapter. -------------------------------------------------------------- 10.3.1 Securing the root Account and Staff Accounts First off, do not bother securing staff accounts if you have not secured the root account. Most systems have a password assigned to the root account. The first thing you do is assume that the password is always compromised. This does not mean that you should remove the password. The password is almost always necessary for console access to the machine. What it does mean is that you should not make it possible to use the password outside of the console or possibly even with the su(1) command. For example, make sure that your pty's are specified as being insecure in the /etc/ttys file so that direct root logins via telnet or rlogin are disallowed. If using other login services such as sshd, make sure that direct root logins are disabled there as well. You can do this by editing your /etc/ssh/sshd_config file, and making sure that PermitRootLogin is set to NO. Consider every access method -- services such as FTP often fall through the cracks. Direct root logins should only be allowed via the system console. Of course, as a sysadmin you have to be able to get to root, so we open up a few holes. But we make sure these holes require additional password verification to operate. One way to make root accessible is to add appropriate staff accounts to the wheel group (in /etc/group). The staff members placed in the wheel group are allowed to su to root. You should never give staff members native wheel access by putting them in the wheel group in their password entry. Staff accounts should be placed in a staff group, and then added to the wheel group via the /etc/group file. Only those staff members who actually need to have root access should be placed in the wheel group. It is also possible, when using an authentication method such as Kerberos, to use Kerberos' .k5login file in the root account to allow a ksu(1) to root without having to place anyone at all in the wheel group. This may be the better solution since the wheel mechanism still allows an intruder to break root if the intruder has gotten hold of your password file and can break into a staff account. While having the wheel mechanism is better than having nothing at all, it is not necessarily the safest option. An indirect way to secure staff accounts, and ultimately root access is to use an alternative login access method and do what is known as ``starring'' out the encrypted password for the staff accounts. Using the vipw(8) command, one can replace each instance of an encrypted password with a single ``*'' character. This command will update the /etc/master.passwd file and user/password database to disable password-authenticated logins. A staff account entry such as: foobar:R9DT/Fa1/LV9U:1000:1000::0:0:Foo Bar:/home/foobar:/usr/local/bin/tcsh Should be changed to this: foobar:*:1000:1000::0:0:Foo Bar:/home/foobar:/usr/local/bin/tcsh This change will prevent normal logins from occurring, since the encrypted password will never match ``*''. With this done, staff members must use another mechanism to authenticate themselves such as kerberos(1) or ssh(1) using a public/private key pair. When using something like Kerberos, one generally must secure the machines which run the Kerberos servers and your desktop workstation. When using a public/private key pair with ssh, one must generally secure the machine used to login from (typically one's workstation). An additional layer of protection can be added to the key pair by password protecting the key pair when creating it with ssh-keygen(1). Being able to ``star'' out the passwords for staff accounts also guarantees that staff members can only login through secure access methods that you have set up. This forces all staff members to use secure, encrypted connections for all of their sessions, which closes an important hole used by many intruders: sniffing the network from an unrelated, less secure machine. The more indirect security mechanisms also assume that you are logging in from a more restrictive server to a less restrictive server. For example, if your main box is running all sorts of servers, your workstation should not be running any. In order for your workstation to be reasonably secure you should run as few servers as possible, up to and including no servers at all, and you should run a password-protected screen blanker. Of course, given physical access to a workstation an attacker can break any sort of security you put on it. This is definitely a problem that you should consider, but you should also consider the fact that the vast majority of break-ins occur remotely, over a network, from people who do not have physical access to your workstation or servers. Using something like Kerberos also gives you the ability to disable or change the password for a staff account in one place, and have it immediately affect all the machines on which the staff member may have an account. If a staff member's account gets compromised, the ability to instantly change his password on all machines should not be underrated. With discrete passwords, changing a password on N machines can be a mess. You can also impose re-passwording restrictions with Kerberos: not only can a Kerberos ticket be made to timeout after a while, but the Kerberos system can require that the user choose a new password after a certain period of time (say, once a month). -------------------------------------------------------------- 10.3.2 Securing Root-run Servers and SUID/SGID Binaries The prudent sysadmin only runs the servers he needs to, no more, no less. Be aware that third party servers are often the most bug-prone. For example, running an old version of imapd or popper is like giving a universal root ticket out to the entire world. Never run a server that you have not checked out carefully. Many servers do not need to be run as root. For example, the ntalk, comsat, and finger daemons can be run in special user sandboxes. A sandbox is not perfect, unless you go through a large amount of trouble, but the onion approach to security still stands: If someone is able to break in through a server running in a sandbox, they still have to break out of the sandbox. The more layers the attacker must break through, the lower the likelihood of his success. Root holes have historically been found in virtually every server ever run as root, including basic system servers. If you are running a machine through which people only login via sshd and never login via telnetd or rshd or rlogind, then turn off those services! DragonFly now defaults to running ntalkd, comsat, and finger in a sandbox. Another program which may be a candidate for running in a sandbox is named(8). /etc/defaults/rc.conf includes the arguments necessary to run named in a sandbox in a commented-out form. Depending on whether you are installing a new system or upgrading an existing system, the special user accounts used by these sandboxes may not be installed. The prudent sysadmin would research and implement sandboxes for servers whenever possible. There are a number of other servers that typically do not run in sandboxes: sendmail, popper, imapd, ftpd, and others. There are alternatives to some of these, but installing them may require more work than you are willing to perform (the convenience factor strikes again). You may have to run these servers as root and rely on other mechanisms to detect break-ins that might occur through them. The other big potential root holes in a system are the suid-root and sgid binaries installed on the system. Most of these binaries, such as rlogin, reside in /bin, /sbin, /usr/bin, or /usr/sbin. While nothing is 100% safe, the system-default suid and sgid binaries can be considered reasonably safe. Still, root holes are occasionally found in these binaries. A root hole was found in Xlib in 1998 that made xterm (which is typically suid) vulnerable. It is better to be safe than sorry and the prudent sysadmin will restrict suid binaries, that only staff should run, to a special group that only staff can access, and get rid of (chmod 000) any suid binaries that nobody uses. A server with no display generally does not need an xterm binary. Sgid binaries can be almost as dangerous. If an intruder can break an sgid-kmem binary, the intruder might be able to read /dev/kmem and thus read the encrypted password file, potentially compromising any passworded account. Alternatively an intruder who breaks group kmem can monitor keystrokes sent through pty's, including pty's used by users who login through secure methods. An intruder that breaks the tty group can write to almost any user's tty. If a user is running a terminal program or emulator with a keyboard-simulation feature, the intruder can potentially generate a data stream that causes the user's terminal to echo a command, which is then run as that user. -------------------------------------------------------------- 10.3.3 Securing User Accounts User accounts are usually the most difficult to secure. While you can impose Draconian access restrictions on your staff and ``star'' out their passwords, you may not be able to do so with any general user accounts you might have. If you do have sufficient control, then you may win out and be able to secure the user accounts properly. If not, you simply have to be more vigilant in your monitoring of those accounts. Use of ssh and Kerberos for user accounts is more problematic, due to the extra administration and technical support required, but still a very good solution compared to a crypted password file. -------------------------------------------------------------- 10.3.4 Securing the Password File The only sure fire way is to * out as many passwords as you can and use ssh or Kerberos for access to those accounts. Even though the encrypted password file (/etc/spwd.db) can only be read by root, it may be possible for an intruder to obtain read access to that file even if the attacker cannot obtain root-write access. Your security scripts should always check for and report changes to the password file (see the Checking file integrity section below). -------------------------------------------------------------- 10.3.5 Securing the Kernel Core, Raw Devices, and Filesystems If an attacker breaks root he can do just about anything, but there are certain conveniences. For example, most modern kernels have a packet sniffing device driver built in. Under DragonFly it is called the bpf device. An intruder will commonly attempt to run a packet sniffer on a compromised machine. You do not need to give the intruder the capability and most systems do not have the need for the bpf device compiled in. But even if you turn off the bpf device, you still have /dev/mem and /dev/kmem to worry about. For that matter, the intruder can still write to raw disk devices. Also, there is another kernel feature called the module loader, kldload(8). An enterprising intruder can use a KLD module to install his own bpf device, or other sniffing device, on a running kernel. To avoid these problems you have to run the kernel at a higher secure level, at least securelevel 1. The securelevel can be set with a sysctl on the kern.securelevel variable. Once you have set the securelevel to 1, write access to raw devices will be denied and special chflags flags, such as schg, will be enforced. You must also ensure that the schg flag is set on critical startup binaries, directories, and script files -- everything that gets run up to the point where the securelevel is set. This might be overdoing it, and upgrading the system is much more difficult when you operate at a higher secure level. You may compromise and run the system at a higher secure level but not set the schg flag for every system file and directory under the sun. Another possibility is to simply mount / and /usr read-only. It should be noted that being too Draconian in what you attempt to protect may prevent the all-important detection of an intrusion. -------------------------------------------------------------- 10.3.6 Checking File Integrity: Binaries, Configuration Files, Etc. When it comes right down to it, you can only protect your core system configuration and control files so much before the convenience factor rears its ugly head. For example, using chflags to set the schg bit on most of the files in / and /usr is probably counterproductive, because while it may protect the files, it also closes a detection window. The last layer of your security onion is perhaps the most important -- detection. The rest of your security is pretty much useless (or, worse, presents you with a false sense of safety) if you cannot detect potential incursions. Half the job of the onion is to slow down the attacker, rather than stop him, in order to give the detection side of the equation a chance to catch him in the act. The best way to detect an incursion is to look for modified, missing, or unexpected files. The best way to look for modified files is from another (often centralized) limited-access system. Writing your security scripts on the extra-secure limited-access system makes them mostly invisible to potential attackers, and this is important. In order to take maximum advantage you generally have to give the limited-access box significant access to the other machines in the business, usually either by doing a read-only NFS export of the other machines to the limited-access box, or by setting up ssh key-pairs to allow the limited-access box to ssh to the other machines. Except for its network traffic, NFS is the least visible method -- allowing you to monitor the filesystems on each client box virtually undetected. If your limited-access server is connected to the client boxes through a switch, the NFS method is often the better choice. If your limited-access server is connected to the client boxes through a hub, or through several layers of routing, the NFS method may be too insecure (network-wise) and using ssh may be the better choice even with the audit-trail tracks that ssh lays. Once you give a limited-access box, at least read access to the client systems it is supposed to monitor, you must write scripts to do the actual monitoring. Given an NFS mount, you can write scripts out of simple system utilities such as find(1) and md5(1). It is best to physically md5 the client-box files at least once a day, and to test control files such as those found in /etc and /usr/local/etc even more often. When mismatches are found, relative to the base md5 information the limited-access machine knows is valid, it should scream at a sysadmin to go check it out. A good security script will also check for inappropriate suid binaries and for new or deleted files on system partitions such as / and /usr. When using ssh rather than NFS, writing the security script is much more difficult. You essentially have to scp the scripts to the client box in order to run them, making them visible, and for safety you also need to scp the binaries (such as find) that those scripts use. The ssh client on the client box may already be compromised. All in all, using ssh may be necessary when running over insecure links, but it is also a lot harder to deal with. A good security script will also check for changes to user and staff members access configuration files: .rhosts, .shosts, .ssh/authorized_keys and so forth... files that might fall outside the purview of the MD5 check. If you have a huge amount of user disk space, it may take too long to run through every file on those partitions. In this case, setting mount flags to disallow suid binaries and devices on those partitions is a good idea. The nodev and nosuid options (see mount(8)) are what you want to look into. You should probably scan them anyway, at least once a week, since the object of this layer is to detect a break-in whether or not the break-in is effective. Process accounting (see accton(8)) is a relatively low-overhead feature of the operating system which might help as a post-break-in evaluation mechanism. It is especially useful in tracking down how an intruder has actually broken into a system, assuming the file is still intact after the break-in occurs. Finally, security scripts should process the log files, and the logs themselves should be generated in as secure a manner as possible -- remote syslog can be very useful. An intruder tries to cover his tracks, and log files are critical to the sysadmin trying to track down the time and method of the initial break-in. One way to keep a permanent record of the log files is to run the system console to a serial port and collect the information on a continuing basis through a secure machine monitoring the consoles. -------------------------------------------------------------- 10.3.7 Paranoia A little paranoia never hurts. As a rule, a sysadmin can add any number of security features, as long as they do not affect convenience, and can add security features that do affect convenience with some added thought. Even more importantly, a security administrator should mix it up a bit -- if you use recommendations such as those given by this document verbatim, you give away your methodologies to the prospective attacker who also has access to this document. -------------------------------------------------------------- 10.3.8 Denial of Service Attacks This section covers Denial of Service attacks. A DoS attack is typically a packet attack. While there is not much you can do about modern spoofed packet attacks that saturate your network, you can generally limit the damage by ensuring that the attacks cannot take down your servers. 1. Limiting server forks. 2. Limiting springboard attacks (ICMP response attacks, ping broadcast, etc.). 3. Kernel Route Cache. A common DoS attack is against a forking server that attempts to cause the server to eat processes, file descriptors, and memory, until the machine dies. inetd (see inetd(8)) has several options to limit this sort of attack. It should be noted that while it is possible to prevent a machine from going down, it is not generally possible to prevent a service from being disrupted by the attack. Read the inetd manual page carefully and pay specific attention to the -c, -C, and -R options. Note that spoofed-IP attacks will circumvent the -C option to inetd, so typically a combination of options must be used. Some standalone servers have self-fork-limitation parameters. Sendmail has its -OMaxDaemonChildren option, which tends to work much better than trying to use sendmail's load limiting options due to the load lag. You should specify a MaxDaemonChildren parameter, when you start sendmail, high enough to handle your expected load, but not so high that the computer cannot handle that number of sendmails without falling on its face. It is also prudent to run sendmail in queued mode (-ODeliveryMode=queued) and to run the daemon (sendmail -bd) separate from the queue-runs (sendmail -q15m). If you still want real-time delivery you can run the queue at a much lower interval, such as -q1m, but be sure to specify a reasonable MaxDaemonChildren option for that sendmail to prevent cascade failures. Syslogd can be attacked directly and it is strongly recommended that you use the -s option whenever possible, and the -a option otherwise. You should also be fairly careful with connect-back services such as tcpwrapper's reverse-identd, which can be attacked directly. You generally do not want to use the reverse-ident feature of tcpwrappers for this reason. It is a very good idea to protect internal services from external access by firewalling them off at your border routers. The idea here is to prevent saturation attacks from outside your LAN, not so much to protect internal services from network-based root compromise. Always configure an exclusive firewall, i.e., ``firewall everything except ports A, B, C, D, and M-Z''. This way you can firewall off all of your low ports except for certain specific services such as named (if you are primary for a zone), ntalkd, sendmail, and other Internet-accessible services. If you try to configure the firewall the other way -- as an inclusive or permissive firewall, there is a good chance that you will forget to ``close'' a couple of services, or that you will add a new internal service and forget to update the firewall. You can still open up the high-numbered port range on the firewall, to allow permissive-like operation, without compromising your low ports. Also take note that DragonFly allows you to control the range of port numbers used for dynamic binding, via the various net.inet.ip.portrange sysctl's (sysctl -a | fgrep portrange), which can also ease the complexity of your firewall's configuration. For example, you might use a normal first/last range of 4000 to 5000, and a hiport range of 49152 to 65535, then block off everything under 4000 in your firewall (except for certain specific Internet-accessible ports, of course). Another common DoS attack is called a springboard attack -- to attack a server in a manner that causes the server to generate responses which overloads the server, the local network, or some other machine. The most common attack of this nature is the ICMP ping broadcast attack. The attacker spoofs ping packets sent to your LAN's broadcast address with the source IP address set to the actual machine they wish to attack. If your border routers are not configured to stomp on ping's to broadcast addresses, your LAN winds up generating sufficient responses to the spoofed source address to saturate the victim, especially when the attacker uses the same trick on several dozen broadcast addresses over several dozen different networks at once. Broadcast attacks of over a hundred and twenty megabits have been measured. A second common springboard attack is against the ICMP error reporting system. By constructing packets that generate ICMP error responses, an attacker can saturate a server's incoming network and cause the server to saturate its outgoing network with ICMP responses. This type of attack can also crash the server by running it out of mbuf's, especially if the server cannot drain the ICMP responses it generates fast enough. The DragonFly kernel has a new kernel compile option called ICMP_BANDLIM which limits the effectiveness of these sorts of attacks. The last major class of springboard attacks is related to certain internal inetd services such as the udp echo service. An attacker simply spoofs a UDP packet with the source address being server A's echo port, and the destination address being server B's echo port, where server A and B are both on your LAN. The two servers then bounce this one packet back and forth between each other. The attacker can overload both servers and their LANs simply by injecting a few packets in this manner. Similar problems exist with the internal chargen port. A competent sysadmin will turn off all of these inetd-internal test services. Spoofed packet attacks may also be used to overload the kernel route cache. Refer to the net.inet.ip.rtexpire, rtminexpire, and rtmaxcache sysctl parameters. A spoofed packet attack that uses a random source IP will cause the kernel to generate a temporary cached route in the route table, viewable with netstat -rna | fgrep W3. These routes typically timeout in 1600 seconds or so. If the kernel detects that the cached route table has gotten too big it will dynamically reduce the rtexpire but will never decrease it to less than rtminexpire. There are two problems: 1. The kernel does not react quickly enough when a lightly loaded server is suddenly attacked. 2. The rtminexpire is not low enough for the kernel to survive a sustained attack. If your servers are connected to the Internet via a T3 or better, it may be prudent to manually override both rtexpire and rtminexpire via sysctl(8). Never set either parameter to zero (unless you want to crash the machine). Setting both parameters to two seconds should be sufficient to protect the route table from attack. -------------------------------------------------------------- 10.3.9 Access Issues with Kerberos and SSH There are a few issues with both Kerberos and ssh that need to be addressed if you intend to use them. Kerberos V is an excellent authentication protocol, but there are bugs in the kerberized telnet and rlogin applications that make them unsuitable for dealing with binary streams. Also, by default Kerberos does not encrypt a session unless you use the -x option. ssh encrypts everything by default. ssh works quite well in every respect except that it forwards encryption keys by default. What this means is that if you have a secure workstation holding keys that give you access to the rest of the system, and you ssh to an insecure machine, your keys are usable. The actual keys themselves are not exposed, but ssh installs a forwarding port for the duration of your login, and if an attacker has broken root on the insecure machine he can utilize that port to use your keys to gain access to any other machine that your keys unlock. We recommend that you use ssh in combination with Kerberos whenever possible for staff logins. ssh can be compiled with Kerberos support. This reduces your reliance on potentially exposable ssh keys while at the same time protecting passwords via Kerberos. ssh keys should only be used for automated tasks from secure machines (something that Kerberos is unsuited to do). We also recommend that you either turn off key-forwarding in the ssh configuration, or that you make use of the from=IP/DOMAIN option that ssh allows in its authorized_keys file to make the key only usable to entities logging in from specific machines. -------------------------------------------------------------- 10.4 DES, MD5, and Crypt Parts rewritten and updated by Bill Swingle. Every user on a UNIX system has a password associated with their account. It seems obvious that these passwords need to be known only to the user and the actual operating system. In order to keep these passwords secret, they are encrypted with what is known as a ``one-way hash'', that is, they can only be easily encrypted but not decrypted. In other words, what we told you a moment ago was obvious is not even true: the operating system itself does not really know the password. It only knows the encrypted form of the password. The only way to get the ``plain-text'' password is by a brute force search of the space of possible passwords. Unfortunately the only secure way to encrypt passwords when UNIX came into being was based on DES, the Data Encryption Standard. This was not such a problem for users resident in the US, but since the source code for DES could not be exported outside the US, DragonFly had to find a way to both comply with US law and retain compatibility with all the other UNIX variants that still used DES. The solution was to divide up the encryption libraries so that US users could install the DES libraries and use DES but international users still had an encryption method that could be exported abroad. This is how DragonFly came to use MD5 as its default encryption method. MD5 is believed to be more secure than DES, so installing DES is offered primarily for compatibility reasons. -------------------------------------------------------------- 10.4.1 Recognizing Your Crypt Mechanism libcrypt.a provides a configurable password authentication hash library. Currently the library supports DES, MD5 and Blowfish hash functions. By default DragonFly uses MD5 to encrypt passwords. It is pretty easy to identify which encryption method DragonFly is set up to use. Examining the encrypted passwords in the /etc/master.passwd file is one way. Passwords encrypted with the MD5 hash are longer than those encrypted with the DES hash and also begin with the characters $1$. Passwords starting with $2a$ are encrypted with the Blowfish hash function. DES password strings do not have any particular identifying characteristics, but they are shorter than MD5 passwords, and are coded in a 64-character alphabet which does not include the $ character, so a relatively short string which does not begin with a dollar sign is very likely a DES password. The password format used for new passwords is controlled by the passwd_format login capability in /etc/login.conf, which takes values of des, md5 or blf. See the login.conf(5) manual page for more information about login capabilities. -------------------------------------------------------------- 10.5 One-time Passwords S/Key is a one-time password scheme based on a one-way hash function. DragonFly uses the MD4 hash for compatibility but other systems have used MD5 and DES-MAC. S/Key ia part of the FreeBSD base system, and is also used on a growing number of other operating systems. S/Key is a registered trademark of Bell Communications Research, Inc. There are three different sorts of passwords which we will discuss below. The first is your usual UNIX style or Kerberos password; we will call this a ``UNIX password''. The second sort is the one-time password which is generated by the S/Key key program or the OPIE opiekey(1) program and accepted by the keyinit or opiepasswd(1) programs and the login prompt; we will call this a ``one-time password''. The final sort of password is the secret password which you give to the key/opiekey programs (and sometimes the keyinit/opiepasswd programs) which it uses to generate one-time passwords; we will call it a ``secret password'' or just unqualified ``password''. The secret password does not have anything to do with your UNIX password; they can be the same but this is not recommended. S/Key and OPIE secret passwords are not limited to eight characters like old UNIX passwords[10], they can be as long as you like. Passwords of six or seven word long phrases are fairly common. For the most part, the S/Key or OPIE system operates completely independently of the UNIX password system. Besides the password, there are two other pieces of data that are important to S/Key and OPIE. One is what is known as the ``seed'' or ``key'', consisting of two letters and five digits. The other is what is called the ``iteration count'', a number between 1 and 100. S/Key creates the one-time password by concatenating the seed and the secret password, then applying the MD4/MD5 hash as many times as specified by the iteration count and turning the result into six short English words. These six English words are your one-time password. The authentication system (primarily PAM) keeps track of the last one-time password used, and the user is authenticated if the hash of the user-provided password is equal to the previous password. Because a one-way hash is used it is impossible to generate future one-time passwords if a successfully used password is captured; the iteration count is decremented after each successful login to keep the user and the login program in sync. When the iteration count gets down to 1, S/Key and OPIE must be reinitialized. There are three programs involved in each system which we will discuss below. The key and opiekey programs accept an iteration count, a seed, and a secret password, and generate a one-time password or a consecutive list of one-time passwords. The keyinit and opiepasswd programs are used to initialize S/Key and OPIE respectively, and to change passwords, iteration counts, or seeds; they take either a secret passphrase, or an iteration count, seed, and one-time password. The keyinfo and opieinfo programs examine the relevant credentials files (/etc/skeykeys or /etc/opiekeys) and print out the invoking user's current iteration count and seed. There are four different sorts of operations we will cover. The first is using keyinit or opiepasswd over a secure connection to set up one-time-passwords for the first time, or to change your password or seed. The second operation is using keyinit or opiepasswd over an insecure connection, in conjunction with key or opiekey over a secure connection, to do the same. The third is using key/opiekey to log in over an insecure connection. The fourth is using key or opiekey to generate a number of keys which can be written down or printed out to carry with you when going to some location without secure connections to anywhere. -------------------------------------------------------------- 10.5.1 Secure Connection Initialization To initialize S/Key for the first time, change your password, or change your seed while logged in over a secure connection (e.g., on the console of a machine or via ssh), use the keyinit command without any parameters while logged in as yourself: % keyinit Adding unfurl: Reminder - Only use this method if you are directly connected. If you are using telnet or rlogin exit with no password and use keyinit -s. Enter secret password: Again secret password: ID unfurl s/key is 99 to17757 DEFY CLUB PRO NASH LACE SOFT For OPIE, opiepasswd is used instead: % opiepasswd -c [grimreaper] ~ $ opiepasswd -f -c Adding unfurl: Only use this method from the console; NEVER from remote. If you are using telnet, xterm, or a dial-in, type ^C now or exit with no password. Then run opiepasswd without the -c parameter. Using MD5 to compute responses. Enter new secret pass phrase: Again new secret pass phrase: ID unfurl OTP key is 499 to4268 MOS MALL GOAT ARM AVID COED At the Enter new secret pass phrase: or Enter secret password: prompts, you should enter a password or phrase. Remember, this is not the password that you will use to login with, this is used to generate your one-time login keys. The ``ID'' line gives the parameters of your particular instance: your login name, the iteration count, and seed. When logging in the system will remember these parameters and present them back to you so you do not have to remember them. The last line gives the particular one-time password which corresponds to those parameters and your secret password; if you were to re-login immediately, this one-time password is the one you would use. -------------------------------------------------------------- 10.5.2 Insecure Connection Initialization To initialize or change your secret password over an insecure connection, you will need to already have a secure connection to some place where you can run key or opiekey; this might be in the form of a desk accessory on a Macintosh, or a shell prompt on a machine you trust. You will also need to make up an iteration count (100 is probably a good value), and you may make up your own seed or use a randomly-generated one. Over on the insecure connection (to the machine you are initializing), use the keyinit -s command: % keyinit -s Updating unfurl: Old key: to17758 Reminder you need the 6 English words from the key command. Enter sequence count from 1 to 9999: 100 Enter new key [default to17759]: s/key 100 to 17759 s/key access password: s/key access password:CURE MIKE BANE HIM RACY GORE For OPIE, you need to use opiepasswd: % opiepasswd Updating unfurl: You need the response from an OTP generator. Old secret pass phrase: otp-md5 498 to4268 ext Response: GAME GAG WELT OUT DOWN CHAT New secret pass phrase: otp-md5 499 to4269 Response: LINE PAP MILK NELL BUOY TROY ID mark OTP key is 499 gr4269 LINE PAP MILK NELL BUOY TROY To accept the default seed (which the keyinit program confusingly calls a key), press Return. Then before entering an access password, move over to your secure connection or S/Key desk accessory, and give it the same parameters: % key 100 to17759 Reminder - Do not use this program while logged in via telnet or rlogin. Enter secret password: CURE MIKE BANE HIM RACY GORE Or for OPIE: % opiekey 498 to4268 Using the MD5 algorithm to compute response. Reminder: Don't use opiekey from telnet or dial-in sessions. Enter secret pass phrase: GAME GAG WELT OUT DOWN CHAT Now switch back over to the insecure connection, and copy the one-time password generated over to the relevant program. -------------------------------------------------------------- 10.5.3 Generating a Single One-time Password Once you have initialized S/Key, when you login you will be presented with a prompt like this: % telnet example.com Trying 10.0.0.1... Connected to example.com Escape character is '^]'. DragonFly/i386 (example.com) (ttypa) login: s/key 97 fw13894 Password: Or for OPIE: % telnet example.com Trying 10.0.0.1... Connected to example.com Escape character is '^]'. DragonFly/i386 (example.com) (ttypa) login: otp-md5 498 gr4269 ext Password: As a side note, the S/Key and OPIE prompts have a useful feature (not shown here): if you press Return at the password prompt, the prompter will turn echo on, so you can see what you are typing. This can be extremely useful if you are attempting to type in a password by hand, such as from a printout. At this point you need to generate your one-time password to answer this login prompt. This must be done on a trusted system that you can run key or opiekey on. (There are versions of these for DOS, Windows and Mac OS as well.) They need both the iteration count and the seed as command line options. You can cut-and-paste these right from the login prompt on the machine that you are logging in to. On the trusted system: % key 97 fw13894 Reminder - Do not use this program while logged in via telnet or rlogin. Enter secret password: WELD LIP ACTS ENDS ME HAAG For OPIE: % opiekey 498 to4268 Using the MD5 algorithm to compute response. Reminder: Don't use opiekey from telnet or dial-in sessions. Enter secret pass phrase: GAME GAG WELT OUT DOWN CHAT Now that you have your one-time password you can continue logging in: login: s/key 97 fw13894 Password: s/key 97 fw13894 Password [echo on]: WELD LIP ACTS ENDS ME HAAG Last login: Tue Mar 21 11:56:41 from 10.0.0.2 ... -------------------------------------------------------------- 10.5.4 Generating Multiple One-time Passwords Sometimes you have to go places where you do not have access to a trusted machine or secure connection. In this case, it is possible to use the key and opiekey commands to generate a number of one-time passwords beforehand to be printed out and taken with you. For example: % key -n 5 30 zz99999 Reminder - Do not use this program while logged in via telnet or rlogin. Enter secret password: 26: SODA RUDE LEA LIND BUDD SILT 27: JILT SPY DUTY GLOW COWL ROT 28: THEM OW COLA RUNT BONG SCOT 29: COT MASH BARR BRIM NAN FLAG 30: CAN KNEE CAST NAME FOLK BILK Or for OPIE: % opiekey -n 5 30 zz99999 Using the MD5 algorithm to compute response. Reminder: Don't use opiekey from telnet or dial-in sessions. Enter secret pass phrase: 26: JOAN BORE FOSS DES NAY QUIT 27: LATE BIAS SLAY FOLK MUCH TRIG 28: SALT TIN ANTI LOON NEAL USE 29: RIO ODIN GO BYE FURY TIC 30: GREW JIVE SAN GIRD BOIL PHI The -n 5 requests five keys in sequence, the 30 specifies what the last iteration number should be. Note that these are printed out in reverse order of eventual use. If you are really paranoid, you might want to write the results down by hand; otherwise you can cut-and-paste into lpr. Note that each line shows both the iteration count and the one-time password; you may still find it handy to scratch off passwords as you use them. -------------------------------------------------------------- 10.5.5 Restricting Use of UNIX(R) Passwords S/Key can place restrictions on the use of UNIX passwords based on the host name, user name, terminal port, or IP address of a login session. These restrictions can be found in the configuration file /etc/skey.access. The skey.access(5) manual page has more information on the complete format of the file and also details some security cautions to be aware of before depending on this file for security. If there is no /etc/skey.access file (this is the default), then all users will be allowed to use UNIX passwords. If the file exists, however, then all users will be required to use S/Key unless explicitly permitted to do otherwise by configuration statements in the skey.access file. In all cases, UNIX passwords are permitted on the console. Here is a sample skey.access configuration file which illustrates the three most common sorts of configuration statements: permit internet 192.168.0.0 255.255.0.0 permit user fnord permit port ttyd0 The first line (permit internet) allows users whose IP source address (which is vulnerable to spoofing) matches the specified value and mask, to use UNIX passwords. This should not be considered a security mechanism, but rather, a means to remind authorized users that they are using an insecure network and need to use S/Key for authentication. The second line (permit user) allows the specified username, in this case fnord, to use UNIX passwords at any time. Generally speaking, this should only be used for people who are either unable to use the key program, like those with dumb terminals, or those who are uneducable. The third line (permit port) allows all users logging in on the specified terminal line to use UNIX passwords; this would be used for dial-ups. Here is a sample opieaccess file: permit 192.168.0.0 255.255.0.0 This line allows users whose IP source address (which is vulnerable to spoofing) matches the specified value and mask, to use UNIX passwords at any time. If no rules in opieaccess are matched, the default is to deny non-OPIE logins. -------------------------------------------------------------- 10.6 Kerberos5 Contributed by Tillman Hodgson. Based on a contribution by Mark Murray. The following information only applies to Kerberos5. Users who wish to use the KerberosIV package may install the security/krb4 port. Kerberos is a network add-on system/protocol that allows users to authenticate themselves through the services of a secure server. Services such as remote login, remote copy, secure inter-system file copying and other high-risk tasks are made considerably safer and more controllable. Kerberos can be described as an identity-verifying proxy system. It can also be described as a trusted third-party authentication system. Kerberos provides only one function -- the secure authentication of users on the network. It does not provide authorization functions (what users are allowed to do) or auditing functions (what those users did). After a client and server have used Kerberos to prove their identity, they can also encrypt all of their communications to assure privacy and data integrity as they go about their business. Therefore it is highly recommended that Kerberos be used with other security methods which provide authorization and audit services. The following instructions can be used as a guide on how to set up Kerberos as distributed for DragonFly. However, you should refer to the relevant manual pages for a complete description. For purposes of demonstrating a Kerberos installation, the various namespaces will be handled as follows: * The DNS domain (``zone'') will be example.org. * The Kerberos realm will be EXAMPLE.ORG. Note: Please use real domain names when setting up Kerberos even if you intend to run it internally. This avoids DNS problems and assures inter-operation with other Kerberos realms. -------------------------------------------------------------- 10.6.1 History Kerberos was created by MIT as a solution to network security problems. The Kerberos protocol uses strong cryptography so that a client can prove its identity to a server (and vice versa) across an insecure network connection. Kerberos is both the name of a network authentication protocol and an adjective to describe programs that implement the program (Kerberos telnet, for example). The current version of the protocol is version 5, described in RFC 1510. Several free implementations of this protocol are available, covering a wide range of operating systems. The Massachusetts Institute of Technology (MIT), where Kerberos was originally developed, continues to develop their Kerberos package. It is commonly used in the US as a cryptography product, as such it has historically been affected by US export regulations. The MIT Kerberos is available as a port (security/krb5). Heimdal Kerberos is another version 5 implementation, and was explicitly developed outside of the US to avoid export regulations (and is thus often included in non-commercial UNIX variants). The Heimdal Kerberos distribution is available as a port (security/heimdal), and a minimal installation of it is included in the base DragonFly install. In order to reach the widest audience, these instructions assume the use of the Heimdal distribution included in DragonFly. -------------------------------------------------------------- 10.6.2 Setting up a Heimdal KDC The Key Distribution Center (KDC) is the centralized authentication service that Kerberos provides -- it is the computer that issues Kerberos tickets. The KDC is considered ``trusted'' by all other computers in the Kerberos realm, and thus has heightened security concerns. Note that while running the Kerberos server requires very few computing resources, a dedicated machine acting only as a KDC is recommended for security reasons. To begin setting up a KDC, ensure that your /etc/rc.conf file contains the correct settings to act as a KDC (you may need to adjust paths to reflect your own system): kerberos5_server_enable="YES" kadmind5_server_enable="YES" kerberos_stash="YES" Next we will set up your Kerberos config file, /etc/krb5.conf: [libdefaults] default_realm = EXAMPLE.ORG [realms] EXAMPLE.ORG = { kdc = kerberos.example.org } [domain_realm] .example.org = EXAMPLE.ORG Note that this /etc/krb5.conf file implies that your KDC will have the fully-qualified hostname of kerberos.example.org. You will need to add a CNAME (alias) entry to your zone file to accomplish this if your KDC has a different hostname. Note: For large networks with a properly configured BIND DNS server, the above example could be trimmed to: [libdefaults] default_realm = EXAMPLE.ORG With the following lines being appended to the example.org zonefile: _kerberos._udp IN SRV 01 00 88 kerberos.example.org. _kerberos._tcp IN SRV 01 00 88 kerberos.example.org. _kpasswd._udp IN SRV 01 00 464 kerberos.example.org. _kerberos-adm._tcp IN SRV 01 00 749 kerberos.example.org. _kerberos IN TXT EXAMPLE.ORG. Next we will create the Kerberos database. This database contains the keys of all principals encrypted with a master password. You are not required to remember this password, it will be stored in a file (/var/heimdal/m-key). To create the master key, run kstash and enter a password. Once the master key has been created, you can initialize the database using the kadmin program with the -l option (standing for ``local''). This option instructs kadmin to modify the database files directly rather than going through the kadmind network service. This handles the chicken-and-egg problem of trying to connect to the database before it is created. Once you have the kadmin prompt, use the init command to create your realms initial database. Lastly, while still in kadmin, create your first principal using the add command. Stick to the defaults options for the principal for now, you can always change them later with the modify command. Note that you can use the ? command at any prompt to see the available options. A sample database creation session is shown below: # kstash Master key: xxxxxxxx Verifying password - Master key: xxxxxxxx # kadmin -l kadmin> init EXAMPLE.ORG Realm max ticket life [unlimited]: kadmin> add tillman Max ticket life [unlimited]: Max renewable life [unlimited]: Attributes []: Password: xxxxxxxx Verifying password - Password: xxxxxxxx Now it is time to start up the KDC services. Run /etc/rc.d/kerberos start and /etc/rc.d/kadmind start to bring up the services. Note that you won't have any kerberized daemons running at this point but you should be able to confirm the that the KDC is functioning by obtaining and listing a ticket for the principal (user) that you just created from the command-line of the KDC itself: % k5init tillman tillman@EXAMPLE.ORG's Password: % k5list Credentials cache: FILE:/tmp/krb5cc_500 Principal: tillman@EXAMPLE.ORG Issued Expires Principal Aug 27 15:37:58 Aug 28 01:37:58 krbtgt/EXAMPLE.ORG@EXAMPLE.ORG -------------------------------------------------------------- 10.6.3 Kerberos enabling a server with Heimdal services First, we need a copy of the Kerberos configuration file, /etc/krb5.conf. To do so, simply copy it over to the client computer from the KDC in a secure fashion (using network utilities, such as scp(1), or physically via a floppy disk). Next you need a /etc/krb5.keytab file. This is the major difference between a server providing Kerberos enabled daemons and a workstation -- the server must have a keytab file. This file contains the servers host key, which allows it and the KDC to verify each others identity. It must be transmitted to the server in a secure fashion, as the security of the server can be broken if the key is made public. This explicitly means that transferring it via a clear text channel, such as FTP, is a very bad idea. Typically, you transfer to the keytab to the server using the kadmin program. This is handy because you also need to create the host principal (the KDC end of the krb5.keytab) using kadmin. Note that you must have already obtained a ticket and that this ticket must be allowed to use the kadmin interface in the kadmind.acl. See the section titled ``Remote administration'' in the Heimdal info pages (info heimdal) for details on designing access control lists. If you do not want to enable remote kadmin access, you can simply securely connect to the KDC (via local console, ssh(1) or Kerberos telnet(1)) and perform administration locally using kadmin -l. After installing the /etc/krb5.conf file, you can use kadmin from the Kerberos server. The add --random-key command will let you add the servers host principal, and the ext command will allow you to extract the servers host principal to its own keytab. For example: # kadmin kadmin> add --random-key host/myserver.example.org Max ticket life [unlimited]: Max renewable life [unlimited]: Attributes []: kadmin> ext host/myserver.example.org kadmin> exit Note that the ext command (short for ``extract'') stores the extracted key in /etc/krb5.keytab by default. If you do not have kadmind running on the KDC (possibly for security reasons) and thus do not have access to kadmin remotely, you can add the host principal (host/myserver.EXAMPLE.ORG) directly on the KDC and then extract it to a temporary file (to avoid over-writing the /etc/krb5.keytab on the KDC) using something like this: # kadmin kadmin> ext --keytab=/tmp/example.keytab host/myserver.example.org kadmin> exit You can then securely copy the keytab to the server computer (using scp or a floppy, for example). Be sure to specify a non-default keytab name to avoid over-writing the keytab on the KDC. At this point your server can communicate with the KDC (due to its krb5.conf file) and it can prove its own identity (due to the krb5.keytab file). It is now ready for you to enable some Kerberos services. For this example we will enable the telnet service by putting a line like this into your /etc/inetd.conf and then restarting the inetd(8) service with /etc/rc.d/inetd restart: telnet stream tcp nowait root /usr/libexec/telnetd telnetd -a user The critical bit is that the -a (for authentication) type is set to user. Consult the telnetd(8) manual page for more details. -------------------------------------------------------------- 10.6.4 Kerberos enabling a client with Heimdal Setting up a client computer is almost trivially easy. As far as Kerberos configuration goes, you only need the Kerberos configuration file, located at /etc/krb5.conf. Simply securely copy it over to the client computer from the KDC. Test your client computer by attempting to use kinit, klist, and kdestroy from the client to obtain, show, and then delete a ticket for the principal you created above. You should also be able to use Kerberos applications to connect to Kerberos enabled servers, though if that does not work and obtaining a ticket does the problem is likely with the server and not with the client or the KDC. When testing an application like telnet, try using a packet sniffer (such as tcpdump(1)) to confirm that your password is not sent in the clear. Try using telnet with the -x option, which encrypts the entire data stream (similar to ssh). The core Kerberos client applications (traditionally named kinit, klist, kdestroy, and kpasswd) are installed in the base DragonFly install. Note that DragonFly versions prior to 5.0 renamed them to k5init, k5list, k5destroy, k5passwd, and k5stash (though it is typically only used once). Various non-core Kerberos client applications are also installed by default. This is where the ``minimal'' nature of the base Heimdal installation is felt: telnet is the only Kerberos enabled service. The Heimdal port adds some of the missing client applications: Kerberos enabled versions of ftp, rsh, rcp, rlogin, and a few other less common programs. The MIT port also contains a full suite of Kerberos client applications. -------------------------------------------------------------- 10.6.5 User configuration files: .k5login and .k5users Users within a realm typically have their Kerberos principal (such as tillman@EXAMPLE.ORG) mapped to a local user account (such as a local account named tillman). Client applications such as telnet usually do not require a user name or a principal. Occasionally, however, you want to grant access to a local user account to someone who does not have a matching Kerberos principal. For example, tillman@EXAMPLE.ORG may need access to the local user account webdevelopers. Other principals may also need access to that local account. The .k5login and .k5users files, placed in a users home directory, can be used similar to a powerful combination of .hosts and .rhosts, solving this problem. For example, if a .k5login with the following contents: tillman@example.org jdoe@example.org Were to be placed into the home directory of the local user webdevelopers then both principals listed would have access to that account without requiring a shared password. Reading the manual pages for these commands is recommended. Note that the ksu manual page covers .k5users. -------------------------------------------------------------- 10.6.6 Kerberos Tips, Tricks, and Troubleshooting * When using either the Heimdal or MIT Kerberos ports ensure that your PATH environment variable lists the Kerberos versions of the client applications before the system versions. * Is your time in sync? Are you sure? If the time is not in sync (typically within five minutes) authentication will fail. * MIT and Heimdal inter-operate nicely. Except for kadmin, the protocol for which is not standardized. * If you change your hostname, you also need to change your host/ principal and update your keytab. This also applies to special keytab entries like the www/ principal used for Apache's www/mod_auth_kerb. * All hosts in your realm must be resolvable (both forwards and reverse) in DNS (or /etc/hosts as a minimum). CNAMEs will work, but the A and PTR records must be correct and in place. The error message isn't very intuitive: ``Kerberos5 refuses authentication because Read req failed: Key table entry not found''. * Some operating systems that may being acting as clients to your KDC do not set the permissions for ksu to be setuid root. This means that ksu does not work, which is a good security idea but annoying. This is not a KDC error. * With MIT Kerberos, if you want to allow a principal to have a ticket life longer than the default ten hours, you must use modify_principal in kadmin to change the maxlife of both the principal in question and the krbtgt principal. Then the principal can use the -l option with kinit to request a ticket with a longer lifetime. * Note: If you run a packet sniffer on your KDC to add in troubleshooting and then run kinit from a workstation, you will notice that your TGT is sent immediately upon running kinit -- even before you type your password! The explanation is that the Kerberos server freely transmits a TGT (Ticket Granting Ticket) to any unauthorized request; however, every TGT is encrypted in a key derived from the user's password. Therefore, when a user types their password it is not being sent to the KDC, it is being used to decrypt the TGT that kinit already obtained. If the decryption process results in a valid ticket with a valid time stamp, the user has valid Kerberos credentials. These credentials include a session key for establishing secure communications with the Kerberos server in the future, as well as the actual ticket-granting ticket, which is actually encrypted with the Kerberos server's own key. This second layer of encryption is unknown to the user, but it is what allows the Kerberos server to verify the authenticity of each TGT. * You have to keep the time in sync between all the computers in your realm. NTP is perfect for this. For more information on NTP, see Section 19.12. * If you want to use long ticket lifetimes (a week, for example) and you are using OpenSSH to connect to the machine where your ticket is stored, make sure that Kerberos TicketCleanup is set to no in your sshd_config or else your tickets will be deleted when you log out. * Remember that host principals can have a longer ticket lifetime as well. If your user principal has a lifetime of a week but the host you are connecting to has a lifetime of nine hours, you will have an expired host principal in your cache and the ticket cache will not work as expected. * When setting up a krb5.dict file to prevent specific bad passwords from being used (the manual page for kadmind covers this briefly), remember that it only applies to principals that have a password policy assigned to them. The krb5.dict files format is simple: one string per line. Creating a symbolic link to /usr/share/dict/words might be useful. -------------------------------------------------------------- 10.6.7 Differences with the MIT port The major difference between the MIT and Heimdal installs relates to the kadmin program which has a different (but equivalent) set of commands and uses a different protocol. This has a large implications if your KDC is MIT as you will not be able to use the Heimdal kadmin program to administer your KDC remotely (or vice versa, for that matter). The client applications may also take slightly different command line options to accomplish the same tasks. Following the instructions on the MIT Kerberos web site (http://web.mit.edu/Kerberos/www/) is recommended. Be careful of path issues: the MIT port installs into /usr/local/ by default, and the ``normal'' system applications may be run instead of MIT if your PATH environment variable lists the system directories first. Note: With the MIT security/krb5 port that is provided by DragonFly, be sure to read the /usr/local/share/doc/krb5/README.FreeBSD file installed by the port if you want to understand why logins via telnetd and klogind behave somewhat oddly. Most importantly, correcting the ``incorrect permissions on cache file'' behavior requires that the login.krb5 binary be used for authentication so that it can properly change ownership for the forwarded credentials. -------------------------------------------------------------- 10.6.8 Mitigating limitations found in Kerberos -------------------------------------------------------------- 10.6.8.1 Kerberos is an all-or-nothing approach Every service enabled on the network must be modified to work with Kerberos (or be otherwise secured against network attacks) or else the users credentials could be stolen and re-used. An example of this would be Kerberos enabling all remote shells (via rsh and telnet, for example) but not converting the POP3 mail server which sends passwords in plaintext. -------------------------------------------------------------- 10.6.8.2 Kerberos is intended for single-user workstations In a multi-user environment, Kerberos is less secure. This is because it stores the tickets in the /tmp directory, which is readable by all users. If a user is sharing a computer with several other people simultaneously (i.e. multi-user), it is possible that the user's tickets can be stolen (copied) by another user. This can be overcome with the -c filename command-line option or (preferably) the KRB5CCNAME environment variable, but this is rarely done. In principal, storing the ticket in the users home directory and using simple file permissions can mitigate this problem. -------------------------------------------------------------- 10.6.8.3 The KDC is a single point of failure By design, the KDC must be as secure as the master password database is contained on it. The KDC should have absolutely no other services running on it and should be physically secured. The danger is high because Kerberos stores all passwords encrypted with the same key (the ``master'' key), which in turn is stored as a file on the KDC. As a side note, a compromised master key is not quite as bad as one might normally fear. The master key is only used to encrypt the Kerberos database and as a seed for the random number generator. As long as access to your KDC is secure, an attacker cannot do much with the master key. Additionally, if the KDC is unavailable (perhaps due to a denial of service attack or network problems) the network services are unusable as authentication can not be performed, a recipe for a denial-of-service attack. This can alleviated with multiple KDCs (a single master and one or more slaves) and with careful implementation of secondary or fall-back authentication (PAM is excellent for this). -------------------------------------------------------------- 10.6.8.4 Kerberos Shortcomings Kerberos allows users, hosts and services to authenticate between themselves. It does not have a mechanism to authenticate the KDC to the users, hosts or services. This means that a trojanned kinit (for example) could record all user names and passwords. Something like security/tripwire or other file system integrity checking tools can alleviate this. -------------------------------------------------------------- 10.6.9 Resources and further information * The Kerberos FAQ * Designing an Authentication System: a Dialogue in Four Scenes * RFC 1510, The Kerberos Network Authentication Service (V5) * MIT Kerberos home page * Heimdal Kerberos home page -------------------------------------------------------------- 10.7 Firewalls Contributed by Gary Palmer and Alex Nash. Firewalls are an area of increasing interest for people who are connected to the Internet, and are even finding applications on private networks to provide enhanced security. This section will hopefully explain what firewalls are, how to use them, and how to use the facilities provided in the DragonFly kernel to implement them. Note: People often think that having a firewall between your internal network and the ``Big Bad Internet'' will solve all your security problems. It may help, but a poorly set up firewall system is more of a security risk than not having one at all. A firewall can add another layer of security to your systems, but it cannot stop a really determined cracker from penetrating your internal network. If you let internal security lapse because you believe your firewall to be impenetrable, you have just made the crackers job that much easier. -------------------------------------------------------------- 10.7.1 What Is a Firewall? There are currently two distinct types of firewalls in common use on the Internet today. The first type is more properly called a packet filtering router. This type of firewall utilizes a multi-homed machine and a set of rules to determine whether to forward or block individual packets. A multi-homed machine is simply a device with multiple network interfaces. The second type, known as a proxy server, relies on daemons to provide authentication and to forward packets, possibly on a multi-homed machine which has kernel packet forwarding disabled. Sometimes sites combine the two types of firewalls, so that only a certain machine (known as a bastion host) is allowed to send packets through a packet filtering router onto an internal network. Proxy services are run on the bastion host, which are generally more secure than normal authentication mechanisms. DragonFly comes with a kernel packet filter (known as IPFW), which is what the rest of this section will concentrate on. Proxy servers can be built on DragonFly from third party software, but there is such a variety of proxy servers available that it would be impossible to cover them in this section. -------------------------------------------------------------- 10.7.1.1 Packet Filtering Routers A router is a machine which forwards packets between two or more networks. A packet filtering router is programmed to compare each packet to a list of rules before deciding if it should be forwarded or not. Most modern IP routing software includes packet filtering functionality that defaults to forwarding all packets. To enable the filters, you need to define a set of rules. To decide whether a packet should be passed on, the firewall looks through its set of rules for a rule which matches the contents of the packet's headers. Once a match is found, the rule action is obeyed. The rule action could be to drop the packet, to forward the packet, or even to send an ICMP message back to the originator. Only the first match counts, as the rules are searched in order. Hence, the list of rules can be referred to as a ``rule chain''. The packet-matching criteria varies depending on the software used, but typically you can specify rules which depend on the source IP address of the packet, the destination IP address, the source port number, the destination port number (for protocols which support ports), or even the packet type (UDP, TCP, ICMP, etc). -------------------------------------------------------------- 10.7.1.2 Proxy Servers Proxy servers are machines which have had the normal system daemons (telnetd, ftpd, etc) replaced with special servers. These servers are called proxy servers, as they normally only allow onward connections to be made. This enables you to run (for example) a proxy telnet server on your firewall host, and people can telnet in to your firewall from the outside, go through some authentication mechanism, and then gain access to the internal network (alternatively, proxy servers can be used for signals coming from the internal network and heading out). Proxy servers are normally more secure than normal servers, and often have a wider variety of authentication mechanisms available, including ``one-shot'' password systems so that even if someone manages to discover what password you used, they will not be able to use it to gain access to your systems as the password expires immediately after the first use. As they do not actually give users access to the host machine, it becomes a lot more difficult for someone to install backdoors around your security system. Proxy servers often have ways of restricting access further, so that only certain hosts can gain access to the servers. Most will also allow the administrator to specify which users can talk to which destination machines. Again, what facilities are available depends largely on what proxy software you choose. -------------------------------------------------------------- 10.7.2 What Does IPFW Allow Me to Do? IPFW, the software supplied with DragonFly, is a packet filtering and accounting system which resides in the kernel, and has a user-land control utility, ipfw(8). Together, they allow you to define and query the rules used by the kernel in its routing decisions. There are two related parts to IPFW. The firewall section performs packet filtering. There is also an IP accounting section which tracks usage of the router, based on rules similar to those used in the firewall section. This allows the administrator to monitor how much traffic the router is getting from a certain machine, or how much WWW traffic it is forwarding, for example. As a result of the way that IPFW is designed, you can use IPFW on non-router machines to perform packet filtering on incoming and outgoing connections. This is a special case of the more general use of IPFW, and the same commands and techniques should be used in this situation. -------------------------------------------------------------- 10.7.3 Enabling IPFW on DragonFly As the main part of the IPFW system lives in the kernel, you will need to add one or more options to your kernel configuration file, depending on what facilities you want, and recompile your kernel. See "Reconfiguring your Kernel" (Chapter 9) for more details on how to recompile your kernel. Warning: IPFW defaults to a policy of deny ip from any to any. If you do not add other rules during startup to allow access, you will lock yourself out of the server upon rebooting into a firewall-enabled kernel. We suggest that you set firewall_type=open in your /etc/rc.conf file when first enabling this feature, then refining the firewall rules in /etc/rc.firewall after you have tested that the new kernel feature works properly. To be on the safe side, you may wish to consider performing the initial firewall configuration from the local console rather than via ssh. Another option is to build a kernel using both the IPFIREWALL and IPFIREWALL_DEFAULT_TO_ACCEPT options. This will change the default rule of IPFW to allow ip from any to any and avoid the possibility of a lockout. There are currently four kernel configuration options relevant to IPFW: options IPFIREWALL Compiles into the kernel the code for packet filtering. options IPFIREWALL_VERBOSE Enables code to allow logging of packets through syslogd(8). Without this option, even if you specify that packets should be logged in the filter rules, nothing will happen. options IPFIREWALL_VERBOSE_LIMIT=10 Limits the number of packets logged through syslogd(8) on a per entry basis. You may wish to use this option in hostile environments in which you want to log firewall activity, but do not want to be open to a denial of service attack via syslog flooding. When a chain entry reaches the packet limit specified, logging is turned off for that particular entry. To resume logging, you will need to reset the associated counter using the ipfw(8) utility: # ipfw zero 4500 Where 4500 is the chain entry you wish to continue logging. options IPFIREWALL_DEFAULT_TO_ACCEPT This changes the default rule action from ``deny'' to ``allow''. This avoids the possibility of locking yourself out if you happen to boot a kernel with IPFIREWALL support but have not configured your firewall yet. It is also very useful if you often use ipfw(8) as a filter for specific problems as they arise. Use with care though, as this opens up the firewall and changes the way it works. -------------------------------------------------------------- 10.7.4 Configuring IPFW The configuration of the IPFW software is done through the ipfw(8) utility. The syntax for this command looks quite complicated, but it is relatively simple once you understand its structure. There are currently four different command categories used by the utility: addition/deletion, listing, flushing, and clearing. Addition/deletion is used to build the rules that control how packets are accepted, rejected, and logged. Listing is used to examine the contents of your rule set (otherwise known as the chain) and packet counters (accounting). Flushing is used to remove all entries from the chain. Clearing is used to zero out one or more accounting entries. -------------------------------------------------------------- 10.7.4.1 Altering the IPFW Rules The syntax for this form of the command is: ipfw [-N] command [index] action [log] protocol addresses [options] There is one valid flag when using this form of the command: -N Resolve addresses and service names in output. The command given can be shortened to the shortest unique form. The valid commands are: add Add an entry to the firewall/accounting rule list delete Delete an entry from the firewall/accounting rule list Previous versions of IPFW used separate firewall and accounting entries. The present version provides packet accounting with each firewall entry. If an index value is supplied, it is used to place the entry at a specific point in the chain. Otherwise, the entry is placed at the end of the chain at an index 100 greater than the last chain entry (this does not include the default policy, rule 65535, deny). The log option causes matching rules to be output to the system console if the kernel was compiled with IPFIREWALL_VERBOSE. Valid actions are: reject Drop the packet, and send an ICMP host or port unreachable (as appropriate) packet to the source. allow Pass the packet on as normal. (aliases: pass, permit, and accept) deny Drop the packet. The source is not notified via an ICMP message (thus it appears that the packet never arrived at the destination). count Update packet counters but do not allow/deny the packet based on this rule. The search continues with the next chain entry. Each action will be recognized by the shortest unambiguous prefix. The protocols which can be specified are: all Matches any IP packet icmp Matches ICMP packets tcp Matches TCP packets udp Matches UDP packets The address specification is: from address/mask [port] to address/mask [port] [via interface] You can only specify port in conjunction with protocols which support ports (UDP and TCP). The via is optional and may specify the IP address or domain name of a local IP interface, or an interface name (e.g. ed0) to match only packets coming through this interface. Interface unit numbers can be specified with an optional wildcard. For example, ppp* would match all kernel PPP interfaces. The syntax used to specify an address/mask is: address or address/mask-bits or address:mask-pattern A valid hostname may be specified in place of the IP address. mask-bits is a decimal number representing how many bits in the address mask should be set. e.g. specifying 192.216.222.1/24 will create a mask which will allow any address in a class C subnet (in this case, 192.216.222) to be matched. mask-pattern is an IP address which will be logically AND'ed with the address given. The keyword any may be used to specify ``any IP address''. The port numbers to be blocked are specified as: port [,port [,port [...]]] to specify either a single port or a list of ports, or port-port to specify a range of ports. You may also combine a single range with a list, but the range must always be specified first. The options available are: frag Matches if the packet is not the first fragment of the datagram. in Matches if the packet is on the way in. out Matches if the packet is on the way out. ipoptions spec Matches if the IP header contains the comma separated list of options specified in spec. The supported IP options are: ssrr (strict source route), lsrr (loose source route), rr (record packet route), and ts (time stamp). The absence of a particular option may be specified with a leading !. established Matches if the packet is part of an already established TCP connection (i.e. it has the RST or ACK bits set). You can optimize the performance of the firewall by placing established rules early in the chain. setup Matches if the packet is an attempt to establish a TCP connection (the SYN bit is set but the ACK bit is not). tcpflags flags Matches if the TCP header contains the comma separated list of flags. The supported flags are fin, syn, rst, psh, ack, and urg. The absence of a particular flag may be indicated by a leading !. icmptypes types Matches if the ICMP type is present in the list types. The list may be specified as any combination of ranges and/or individual types separated by commas. Commonly used ICMP types are: 0 echo reply (ping reply), 3 destination unreachable, 5 redirect, 8 echo request (ping request), and 11 time exceeded (used to indicate TTL expiration as with traceroute(8)). -------------------------------------------------------------- 10.7.4.2 Listing the IPFW Rules The syntax for this form of the command is: ipfw [-a] [-c] [-d] [-e] [-t] [-N] [-S] list There are seven valid flags when using this form of the command: -a While listing, show counter values. This option is the only way to see accounting counters. -c List rules in compact form. -d Show dynamic rules in addition to static rules. -e If -d was specified, also show expired dynamic rules. -t Display the last match times for each chain entry. The time listing is incompatible with the input syntax used by the ipfw(8) utility. -N Attempt to resolve given addresses and service names. -S Show the set each rule belongs to. If this flag is not specified, disabled rules will not be listed. -------------------------------------------------------------- 10.7.4.3 Flushing the IPFW Rules The syntax for flushing the chain is: ipfw flush This causes all entries in the firewall chain to be removed except the fixed default policy enforced by the kernel (index 65535). Use caution when flushing rules; the default deny policy will leave your system cut off from the network until allow entries are added to the chain. -------------------------------------------------------------- 10.7.4.4 Clearing the IPFW Packet Counters The syntax for clearing one or more packet counters is: ipfw zero [index] When used without an index argument, all packet counters are cleared. If an index is supplied, the clearing operation only affects a specific chain entry. -------------------------------------------------------------- 10.7.5 Example Commands for ipfw This command will deny all packets from the host evil.crackers.org to the telnet port of the host nice.people.org: # ipfw add deny tcp from evil.crackers.org to nice.people.org 23 The next example denies and logs any TCP traffic from the entire crackers.org network (a class C) to the nice.people.org machine (any port). # ipfw add deny log tcp from evil.crackers.org/24 to nice.people.org If you do not want people sending X sessions to your internal network (a subnet of a class C), the following command will do the necessary filtering: # ipfw add deny tcp from any to my.org/28 6000 setup To see the accounting records: # ipfw -a list or in the short form # ipfw -a l You can also see the last time a chain entry was matched with: # ipfw -at l -------------------------------------------------------------- 10.7.6 Building a Packet Filtering Firewall Note: The following suggestions are just that: suggestions. The requirements of each firewall are different and we cannot tell you how to build a firewall to meet your particular requirements. When initially setting up your firewall, unless you have a test bench setup where you can configure your firewall host in a controlled environment, it is strongly recommend you use the logging version of the commands and enable logging in the kernel. This will allow you to quickly identify problem areas and cure them without too much disruption. Even after the initial setup phase is complete, I recommend using the logging for `deny' as it allows tracing of possible attacks and also modification of the firewall rules if your requirements alter. Note: If you use the logging versions of the accept command, be aware that it can generate large amounts of log data. One log entry will be generated for every packet that passes through the firewall, so large FTP/http transfers, etc, will really slow the system down. It also increases the latencies on those packets as it requires more work to be done by the kernel before the packet can be passed on. syslogd will also start using up a lot more processor time as it logs all the extra data to disk, and it could quite easily fill the partition /var/log is located on. You should enable your firewall from /etc/rc.conf.local or /etc/rc.conf. The associated manual page explains which knobs to fiddle and lists some preset firewall configurations. If you do not use a preset configuration, ipfw list will output the current ruleset into a file that you can pass to rc.conf. If you do not use /etc/rc.conf.local or /etc/rc.conf to enable your firewall, it is important to make sure your firewall is enabled before any IP interfaces are configured. The next problem is what your firewall should actually do! This is largely dependent on what access to your network you want to allow from the outside, and how much access to the outside world you want to allow from the inside. Some general rules are: * Block all incoming access to ports below 1024 for TCP. This is where most of the security sensitive services are, like finger, SMTP (mail) and telnet. * Block all incoming UDP traffic. There are very few useful services that travel over UDP, and what useful traffic there is, is normally a security threat (e.g. Suns RPC and NFS protocols). This has its disadvantages also, since UDP is a connectionless protocol, denying incoming UDP traffic also blocks the replies to outgoing UDP traffic. This can cause a problem for people (on the inside) using external archie (prospero) servers. If you want to allow access to archie, you will have to allow packets coming from ports 191 and 1525 to any internal UDP port through the firewall. ntp is another service you may consider allowing through, which comes from port 123. * Block traffic to port 6000 from the outside. Port 6000 is the port used for access to X11 servers, and can be a security threat (especially if people are in the habit of doing xhost + on their workstations). X11 can actually use a range of ports starting at 6000, the upper limit being how many X displays you can run on the machine. The upper limit as defined by RFC 1700 (Assigned Numbers) is 6063. * Check what ports any internal servers use (e.g. SQL servers, etc). It is probably a good idea to block those as well, as they normally fall outside the 1-1024 range specified above. Another checklist for firewall configuration is available from CERT at http://www.cert.org/tech_tips/packet_filtering.html As stated above, these are only guidelines. You will have to decide what filter rules you want to use on your firewall yourself. We cannot accept ANY responsibility if someone breaks into your network, even if you follow the advice given above. -------------------------------------------------------------- 10.7.7 IPFW Overhead and Optimization Many people want to know how much overhead IPFW adds to a system. The answer to this depends mostly on your rule set and processor speed. For most applications dealing with Ethernet and small rule sets, the answer is ``negligible''. For those of you that need actual measurements to satisfy your curiosity, read on. The following measurements were made using FreeBSD 2.2.5-STABLE on a 486-66. (While IPFW has changed slightly in later releases of DragonFly, it still performs with similar speed.) IPFW was modified to measure the time spent within the ip_fw_chk routine, displaying the results to the console every 1000 packets. Two rule sets, each with 1000 rules, were tested. The first set was designed to demonstrate a worst case scenario by repeating the rule: # ipfw add deny tcp from any to any 55555 This demonstrates a worst case scenario by causing most of IPFW's packet check routine to be executed before finally deciding that the packet does not match the rule (by virtue of the port number). Following the 999th iteration of this rule was an allow ip from any to any. The second set of rules were designed to abort the rule check quickly: # ipfw add deny ip from 1.2.3.4 to 1.2.3.4 The non-matching source IP address for the above rule causes these rules to be skipped very quickly. As before, the 1000th rule was an allow ip from any to any. The per-packet processing overhead in the former case was approximately 2.703 ms/packet, or roughly 2.7 microseconds per rule. Thus the theoretical packet processing limit with these rules is around 370 packets per second. Assuming 10 Mbps Ethernet and a ~1500 byte packet size, we would only be able to achieve 55.5% bandwidth utilization. For the latter case each packet was processed in approximately 1.172 ms, or roughly 1.2 microseconds per rule. The theoretical packet processing limit here would be about 853 packets per second, which could consume 10 Mbps Ethernet bandwidth. The excessive number of rules tested and the nature of those rules do not provide a real-world scenario -- they were used only to generate the timing information presented here. Here are a few things to keep in mind when building an efficient rule set: * Place an established rule early on to handle the majority of TCP traffic. Do not put any allow tcp statements before this rule. * Place heavily triggered rules earlier in the rule set than those rarely used (without changing the permissiveness of the firewall, of course). You can see which rules are used most often by examining the packet counting statistics with ipfw -a l. -------------------------------------------------------------- 10.8 OpenSSL OpenSSL provides a general-purpose cryptography library, as well as the Secure Sockets Layer v2/v3 (SSLv2/SSLv3) and Transport Layer Security v1 (TLSv1) network security protocols. However, one of the algorithms (specifically IDEA) included in OpenSSL is protected by patents in the USA and elsewhere, and is not available for unrestricted use. IDEA is included in the OpenSSL sources in DragonFly, but it is not built by default. If you wish to use it, and you comply with the license terms, enable the MAKE_IDEA switch in /etc/make.conf and rebuild your sources using make world. Today, the RSA algorithm is free for use in USA and other countries. In the past it was protected by a patent. -------------------------------------------------------------- 10.8.1 Source Code Installations OpenSSL is part of the src-crypto and src-secure CVSup collections. See the Obtaining DragonFly section for more information about obtaining and updating DragonFly source code. -------------------------------------------------------------- 10.9 VPN over IPsec Written by Nik Clayton. Creating a VPN between two networks, separated by the Internet, using DragonFly gateways. -------------------------------------------------------------- 10.9.1 Understanding IPsec Written by Hiten M. Pandya. This section will guide you through the process of setting up IPsec, and to use it in an environment which consists of DragonFly and Microsoft Windows 2000/XP machines, to make them communicate securely. In order to set up IPsec, it is necessary that you are familiar with the concepts of building a custom kernel (see Chapter 9). IPsec is a protocol which sits on top of the Internet Protocol (IP) layer. It allows two or more hosts to communicate in a secure manner (hence the name). The DragonFly IPsec ``network stack'' is based on the KAME implementation, which has support for both protocol families, IPv4 and IPv6. IPsec consists of two sub-protocols: * Encapsulated Security Payload (ESP), protects the IP packet data from third party interference, by encrypting the contents using symmetric cryptography algorithms (like Blowfish, 3DES). * Authentication Header (AH), protects the IP packet header from third party interference and spoofing, by computing a cryptographic checksum and hashing the IP packet header fields with a secure hashing function. This is then followed by an additional header that contains the hash, to allow the information in the packet to be authenticated. ESP and AH can either be used together or separately, depending on the environment. IPsec can either be used to directly encrypt the traffic between two hosts (known as Transport Mode); or to build ``virtual tunnels'' between two subnets, which could be used for secure communication between two corporate networks (known as Tunnel Mode). The latter is more commonly known as a Virtual Private Network (VPN). The ipsec(4) manual page should be consulted for detailed information on the IPsec subsystem in DragonFly. To add IPsec support to your kernel, add the following options to your kernel configuration file: options IPSEC #IP security options IPSEC_ESP #IP security (crypto; define w/ IPSEC) If IPsec debugging support is desired, the following kernel option should also be added: options IPSEC_DEBUG #debug for IP security -------------------------------------------------------------- 10.9.2 The Problem There's no standard for what constitutes a VPN. VPNs can be implemented using a number of different technologies, each of which have their own strengths and weaknesses. This article presents a number of scenarios, and strategies for implementing a VPN for each scenario. -------------------------------------------------------------- 10.9.3 Scenario #1: Two networks, connected to the Internet, to behave as one This is the scenario that caused me to first investigating VPNs. The premise is as follows: * You have at least two sites * Both sites are using IP internally * Both sites are connected to the Internet, through a gateway that is running DragonFly. * The gateway on each network has at least one public IP address. * The internal addresses of the two networks can be public or private IP addresses, it doesn't matter. You can be running NAT on the gateway machine if necessary. * The internal IP addresses of the two networks do not collide. While I expect it is theoretically possible to use a combination of VPN technology and NAT to get this to work, I expect it to be a configuration nightmare. If you find that you are trying to connect two networks, both of which, internally, use the same private IP address range (e.g., both of them use 192.168.1.x), then one of the networks will have to be renumbered. The network topology might look something like this: Network #1 [ Internal Hosts ] Private Net, 192.168.1.2-254 [ Win9x/NT/2K ] [ UNIX ] | | .---[fxp1]---. Private IP, 192.168.1.1 DragonFly `---[fxp0]---' Public IP, A.B.C.D | | -=-=- Internet -=-=- | | .---[fxp0]---. Public IP, W.X.Y.Z DragonFly `---[fxp1]---' Private IP, 192.168.2.1 | | Network #2 [ Internal Hosts ] [ Win9x/NT/2K ] Private Net, 192.168.2.2-254 [ UNIX ] Notice the two public IP addresses. I'll use the letters to refer to them in the rest of this article. Anywhere you see those letters in this article, replace them with your own public IP addresses. Note also that internally, the two gateway machines have .1 IP addresses, and that the two networks have different private IP addresses (192.168.1.x and 192.168.2.x respectively). All the machines on the private networks have been configured to use the .1 machine as their default gateway. The intention is that, from a network point of view, each network should view the machines on the other network as though they were directly attached the same router -- albeit a slightly slow router with an occasional tendency to drop packets. This means that (for example), machine 192.168.1.20 should be able to run ping 192.168.2.34 and have it work, transparently. Windows machines should be able to see the machines on the other network, browse file shares, and so on, in exactly the same way that they can browse machines on the local network. And the whole thing has to be secure. This means that traffic between the two networks has to be encrypted. Creating a VPN between these two networks is a multi-step process. The stages are as follows: 1. Create a ``virtual'' network link between the two networks, across the Internet. Test it, using tools like ping(8), to make sure it works. 2. Apply security policies to ensure that traffic between the two networks is transparently encrypted and decrypted as necessary. Test this, using tools like tcpdump(1), to ensure that traffic is encrypted. 3. Configure additional software on the DragonFly gateways, to allow Windows machines to see one another across the VPN. -------------------------------------------------------------- 10.9.3.1 Step 1: Creating and testing a ``virtual'' network link Suppose that you were logged in to the gateway machine on network #1 (with public IP address A.B.C.D, private IP address 192.168.1.1), and you ran ping 192.168.2.1, which is the private address of the machine with IP address W.X.Y.Z. What needs to happen in order for this to work? 1. The gateway machine needs to know how to reach 192.168.2.1. In other words, it needs to have a route to 192.168.2.1. 2. Private IP addresses, such as those in the 192.168.x range are not supposed to appear on the Internet at large. Instead, each packet you send to 192.168.2.1 will need to be wrapped up inside another packet. This packet will need to appear to be from A.B.C.D, and it will have to be sent to W.X.Y.Z. This process is called encapsulation. 3. Once this packet arrives at W.X.Y.Z it will need to ``unencapsulated'', and delivered to 192.168.2.1. You can think of this as requiring a ``tunnel'' between the two networks. The two ``tunnel mouths'' are the IP addresses A.B.C.D and W.X.Y.Z, and the tunnel must be told the addresses of the private IP addresses that will be allowed to pass through it. The tunnel is used to transfer traffic with private IP addresses across the public Internet. This tunnel is created by using the generic interface, or gif devices on DragonFly. As you can imagine, the gif interface on each gateway host must be configured with four IP addresses; two for the public IP addresses, and two for the private IP addresses. Support for the gif device must be compiled in to the DragonFly kernel on both machines. You can do this by adding the line: pseudo-device gif to the kernel configuration files on both machines, and then compile, install, and reboot as normal. Configuring the tunnel is a two step process. First the tunnel must be told what the outside (or public) IP addresses are, using gifconfig(8). Then the private IP addresses must be configured using ifconfig(8). On the gateway machine on network #1 you would run the following two commands to configure the tunnel. gifconfig gif0 A.B.C.D W.X.Y.Z ifconfig gif0 inet 192.168.1.1 192.168.2.1 netmask 0xffffffff On the other gateway machine you run the same commands, but with the order of the IP addresses reversed. gifconfig gif0 W.X.Y.Z A.B.C.D ifconfig gif0 inet 192.168.2.1 192.168.1.1 netmask 0xffffffff You can then run: gifconfig gif0 to see the configuration. For example, on the network #1 gateway, you would see this: # gifconfig gif0 gif0: flags=8011 mtu 1280 inet 192.168.1.1 --> 192.168.2.1 netmask 0xffffffff physical address inet A.B.C.D --> W.X.Y.Z As you can see, a tunnel has been created between the physical addresses A.B.C.D and W.X.Y.Z, and the traffic allowed through the tunnel is that between 192.168.1.1 and 192.168.2.1. This will also have added an entry to the routing table on both machines, which you can examine with the command netstat -rn. This output is from the gateway host on network #1. # netstat -rn Routing tables Internet: Destination Gateway Flags Refs Use Netif Expire ... 192.168.2.1 192.168.1.1 UH 0 0 gif0 ... As the ``Flags'' value indicates, this is a host route, which means that each gateway knows how to reach the other gateway, but they do not know how to reach the rest of their respective networks. That problem will be fixed shortly. It is likely that you are running a firewall on both machines. This will need to be circumvented for your VPN traffic. You might want to allow all traffic between both networks, or you might want to include firewall rules that protect both ends of the VPN from one another. It greatly simplifies testing if you configure the firewall to allow all traffic through the VPN. You can always tighten things up later. If you are using ipfw(8) on the gateway machines then a command like ipfw add 1 allow ip from any to any via gif0 will allow all traffic between the two end points of the VPN, without affecting your other firewall rules. Obviously you will need to run this command on both gateway hosts. This is sufficient to allow each gateway machine to ping the other. On 192.168.1.1, you should be able to run ping 192.168.2.1 and get a response, and you should be able to do the same thing on the other gateway machine. However, you will not be able to reach internal machines on either network yet. This is because of the routing -- although the gateway machines know how to reach one another, they do not know how to reach the network behind each one. To solve this problem you must add a static route on each gateway machine. The command to do this on the first gateway would be: route add 192.168.2.0 192.168.2.1 netmask 0xffffff00 This says ``In order to reach the hosts on the network 192.168.2.0, send the packets to the host 192.168.2.1''. You will need to run a similar command on the other gateway, but with the 192.168.1.x addresses instead. IP traffic from hosts on one network will now be able to reach hosts on the other network. That has now created two thirds of a VPN between the two networks, in as much as it is ``virtual'' and it is a ``network''. It is not private yet. You can test this using ping(8) and tcpdump(1). Log in to the gateway host and run tcpdump dst host 192.168.2.1 In another log in session on the same host run ping 192.168.2.1 You will see output that looks something like this: 16:10:24.018080 192.168.1.1 > 192.168.2.1: icmp: echo request 16:10:24.018109 192.168.1.1 > 192.168.2.1: icmp: echo reply 16:10:25.018814 192.168.1.1 > 192.168.2.1: icmp: echo request 16:10:25.018847 192.168.1.1 > 192.168.2.1: icmp: echo reply 16:10:26.028896 192.168.1.1 > 192.168.2.1: icmp: echo request 16:10:26.029112 192.168.1.1 > 192.168.2.1: icmp: echo reply As you can see, the ICMP messages are going back and forth unencrypted. If you had used the -s parameter to tcpdump(1) to grab more bytes of data from the packets you would see more information. Obviously this is unacceptable. The next section will discuss securing the link between the two networks so that it all traffic is automatically encrypted. Summary: * Configure both kernels with ``pseudo-device gif''. * Edit /etc/rc.conf on gateway host #1 and add the following lines (replacing IP addresses as necessary). gifconfig_gif0="A.B.C.D W.X.Y.Z" ifconfig_gif0="inet 192.168.1.1 192.168.2.1 netmask 0xffffffff" static_routes="vpn" route_vpn="192.168.2.0 192.168.2.1 netmask 0xffffff00" * Edit your firewall script (/etc/rc.firewall, or similar) on both hosts, and add ipfw add 1 allow ip from any to any via gif0 * Make similar changes to /etc/rc.conf on gateway host #2, reversing the order of IP addresses. -------------------------------------------------------------- 10.9.3.2 Step 2: Securing the link To secure the link we will be using IPsec. IPsec provides a mechanism for two hosts to agree on an encryption key, and to then use this key in order to encrypt data between the two hosts. The are two areas of configuration to be considered here. 1. There must be a mechanism for two hosts to agree on the encryption mechanism to use. Once two hosts have agreed on this mechanism there is said to be a ``security association'' between them. 2. There must be a mechanism for specifying which traffic should be encrypted. Obviously, you don't want to encrypt all your outgoing traffic -- you only want to encrypt the traffic that is part of the VPN. The rules that you put in place to determine what traffic will be encrypted are called ``security policies''. Security associations and security policies are both maintained by the kernel, and can be modified by userland programs. However, before you can do this you must configure the kernel to support IPsec and the Encapsulated Security Payload (ESP) protocol. This is done by configuring a kernel with: options IPSEC options IPSEC_ESP and recompiling, reinstalling, and rebooting. As before you will need to do this to the kernels on both of the gateway hosts. You have two choices when it comes to setting up security associations. You can configure them by hand between two hosts, which entails choosing the encryption algorithm, encryption keys, and so forth, or you can use daemons that implement the Internet Key Exchange protocol (IKE) to do this for you. I recommend the latter. Apart from anything else, it is easier to set up. Editing and displaying security policies is carried out using setkey(8). By analogy, setkey is to the kernel's security policy tables as route(8) is to the kernel's routing tables. setkey can also display the current security associations, and to continue the analogy further, is akin to netstat -r in that respect. There are a number of choices for daemons to manage security associations with DragonFly. This article will describe how to use one of these, racoon. racoon is in the FreeBSD ports collection, in the security/ category, and is installed in the usual way. racoon must be run on both gateway hosts. On each host it is configured with the IP address of the other end of the VPN, and a secret key (which you choose, and must be the same on both gateways). The two daemons then contact one another, confirm that they are who they say they are (by using the secret key that you configured). The daemons then generate a new secret key, and use this to encrypt the traffic over the VPN. They periodically change this secret, so that even if an attacker were to crack one of the keys (which is as theoretically close to unfeasible as it gets) it won't do them much good -- by the time they've cracked the key the two daemons have chosen another one. racoon's configuration is stored in ${PREFIX}/etc/racoon. You should find a configuration file there, which should not need to be changed too much. The other component of racoon's configuration, which you will need to change, is the ``pre-shared key''. The default racoon configuration expects to find this in the file ${PREFIX}/etc/racoon/psk.txt. It is important to note that the pre-shared key is not the key that will be used to encrypt your traffic across the VPN link, it is simply a token that allows the key management daemons to trust one another. psk.txt contains a line for each remote site you are dealing with. In this example, where there are two sites, each psk.txt file will contain one line (because each end of the VPN is only dealing with one other end). On gateway host #1 this line should look like this: W.X.Y.Z secret That is, the public IP address of the remote end, whitespace, and a text string that provides the secret. Obviously, you shouldn't use ``secret'' as your key -- the normal rules for choosing a password apply. On gateway host #2 the line would look like this A.B.C.D secret That is, the public IP address of the remote end, and the same secret key. psk.txt must be mode 0600 (i.e., only read/write to root) before racoon will run. You must run racoon on both gateway machines. You will also need to add some firewall rules to allow the IKE traffic, which is carried over UDP to the ISAKMP (Internet Security Association Key Management Protocol) port. Again, this should be fairly early in your firewall ruleset. ipfw add 1 allow udp from A.B.C.D to W.X.Y.Z isakmp ipfw add 1 allow udp from W.X.Y.Z to A.B.C.D isakmp Once racoon is running you can try pinging one gateway host from the other. The connection is still not encrypted, but racoon will then set up the security associations between the two hosts -- this might take a moment, and you may see this as a short delay before the ping commands start responding. Once the security association has been set up you can view it using setkey(8). Run setkey -D on either host to view the security association information. That's one half of the problem. They other half is setting your security policies. To create a sensible security policy, let's review what's been set up so far. This discussions hold for both ends of the link. Each IP packet that you send out has a header that contains data about the packet. The header includes the IP addresses of both the source and destination. As we already know, private IP addresses, such as the 192.168.x.y range are not supposed to appear on the public Internet. Instead, they must first be encapsulated inside another packet. This packet must have the public source and destination IP addresses substituted for the private addresses. So if your outgoing packet started looking like this: .----------------------. | Src: 192.168.1.1 | | Dst: 192.168.2.1 | | | +----------------------+ | | `----------------------' Then it will be encapsulated inside another packet, looking something like this: .--------------------------. | Src: A.B.C.D | | Dst: W.X.Y.Z | | | +--------------------------+ | .----------------------. | | | Src: 192.168.1.1 | | | | Dst: 192.168.2.1 | | | | | | | +----------------------+ | | | | | | `----------------------' | `--------------------------' This encapsulation is carried out by the gif device. As you can see, the packet now has real IP addresses on the outside, and our original packet has been wrapped up as data inside the packet that will be put out on the Internet. Obviously, we want all traffic between the VPNs to be encrypted. You might try putting this in to words, as: ``If a packet leaves from A.B.C.D, and it is destined for W.X.Y.Z, then encrypt it, using the necessary security associations.'' ``If a packet arrives from W.X.Y.Z, and it is destined for A.B.C.D, then decrypt it, using the necessary security associations.'' That's close, but not quite right. If you did this, all traffic to and from W.X.Y.Z, even traffic that was not part of the VPN, would be encrypted. That's not quite what you want. The correct policy is as follows ``If a packet leaves from A.B.C.D, and that packet is encapsulating another packet, and it is destined for W.X.Y.Z, then encrypt it, using the necessary security associations.'' ``If a packet arrives from W.X.Y.Z, and that packet is encapsulating another packet, and it is destined for A.B.C.D, then encrypt it, using the necessary security associations.'' A subtle change, but a necessary one. Security policies are also set using setkey(8). setkey(8) features a configuration language for defining the policy. You can either enter configuration instructions via stdin, or you can use the -f option to specify a filename that contains configuration instructions. The configuration on gateway host #1 (which has the public IP address A.B.C.D) to force all outbound traffic to W.X.Y.Z to be encrypted is: spdadd A.B.C.D/32 W.X.Y.Z/32 ipencap -P out ipsec esp/tunnel/A.B.C.D-W.X.Y.Z/require; Put these commands in a file (e.g., /etc/ipsec.conf) and then run # setkey -f /etc/ipsec.conf spdadd tells setkey(8) that we want to add a rule to the secure policy database. The rest of this line specifies which packets will match this policy. A.B.C.D/32 and W.X.Y.Z/32 are the IP addresses and netmasks that identify the network or hosts that this policy will apply to. In this case, we want it to apply to traffic between these two hosts. ipencap tells the kernel that this policy should only apply to packets that encapsulate other packets. -P out says that this policy applies to outgoing packets, and ipsec says that the packet will be secured. The second line specifies how this packet will be encrypted. esp is the protocol that will be used, while tunnel indicates that the packet will be further encapsulated in an IPsec packet. The repeated use of A.B.C.D and W.X.Y.Z is used to select the security association to use, and the final require mandates that packets must be encrypted if they match this rule. This rule only matches outgoing packets. You will need a similar rule to match incoming packets. spdadd W.X.Y.Z/32 A.B.C.D/32 ipencap -P in ipsec esp/tunnel/W.X.Y.Z-A.B.C.D/require; Note the in instead of out in this case, and the necessary reversal of the IP addresses. The other gateway host (which has the public IP address W.X.Y.Z) will need similar rules. spdadd W.X.Y.Z/32 A.B.C.D/32 ipencap -P out ipsec esp/tunnel/W.X.Y.Z-A.B.C.D/require; spdadd A.B.C.D/32 W.X.Y.Z/32 ipencap -P in ipsec esp/tunnel/A.B.C.D-W.X.Y.Z/require; Finally, you need to add firewall rules to allow ESP and IPENCAP packets back and forth. These rules will need to be added to both hosts. ipfw add 1 allow esp from A.B.C.D to W.X.Y.Z ipfw add 1 allow esp from W.X.Y.Z to A.B.C.D ipfw add 1 allow ipencap from A.B.C.D to W.X.Y.Z ipfw add 1 allow ipencap from W.X.Y.Z to A.B.C.D Because the rules are symmetric you can use the same rules on each gateway host. Outgoing packets will now look something like this: .------------------------------. --------------------------. | Src: A.B.C.D | | | Dst: W.X.Y.Z | | | | | Encrypted +------------------------------+ | packet. | .--------------------------. | -------------. | contents | | Src: A.B.C.D | | | | are | | Dst: W.X.Y.Z | | | | completely | | | | | |- secure | +--------------------------+ | | Encap'd | from third | | .----------------------. | | -. | packet | party | | | Src: 192.168.1.1 | | | | Original |- with real | snooping | | | Dst: 192.168.2.1 | | | | packet, | IP addr | | | | | | | |- private | | | | +----------------------+ | | | IP addr | | | | | | | | | | | | | `----------------------' | | -' | | | `--------------------------' | -------------' | `------------------------------' --------------------------' When they are received by the far end of the VPN they will first be decrypted (using the security associations that have been negotiated by racoon). Then they will enter the gif interface, which will unwrap the second layer, until you are left with the innermost packet, which can then travel in to the inner network. You can check the security using the same ping(8) test from earlier. First, log in to the A.B.C.D gateway machine, and run: tcpdump dst host 192.168.2.1 In another log in session on the same host run ping 192.168.2.1 This time you should see output like the following: XXX tcpdump output Now, as you can see, tcpdump(1) shows the ESP packets. If you try to examine them with the -s option you will see (apparently) gibberish, because of the encryption. Congratulations. You have just set up a VPN between two remote sites. Summary * Configure both kernels with: options IPSEC options IPSEC_ESP * Install security/racoon. Edit ${PREFIX}/etc/racoon/psk.txt on both gateway hosts, adding an entry for the remote host's IP address and a secret key that they both know. Make sure this file is mode 0600. * Add the following lines to /etc/rc.conf on each host: ipsec_enable="YES" ipsec_file="/etc/ipsec.conf" * Create an /etc/ipsec.conf on each host that contains the necessary spdadd lines. On gateway host #1 this would be: spdadd A.B.C.D/32 W.X.Y.Z/32 ipencap -P out ipsec esp/tunnel/A.B.C.D-W.X.Y.Z/require; spdadd W.X.Y.Z/32 A.B.C.D/32 ipencap -P in ipsec esp/tunnel/W.X.Y.Z-A.B.C.D/require; On gateway host #2 this would be: spdadd W.X.Y.Z/32 A.B.C.D/32 ipencap -P out ipsec esp/tunnel/W.X.Y.Z-A.B.C.D/require; spdadd A.B.C.D/32 W.X.Y.Z/32 ipencap -P in ipsec esp/tunnel/A.B.C.D-W.X.Y.Z/require; * Add firewall rules to allow IKE, ESP, and IPENCAP traffic to both hosts: ipfw add 1 allow udp from A.B.C.D to W.X.Y.Z isakmp ipfw add 1 allow udp from W.X.Y.Z to A.B.C.D isakmp ipfw add 1 allow esp from A.B.C.D to W.X.Y.Z ipfw add 1 allow esp from W.X.Y.Z to A.B.C.D ipfw add 1 allow ipencap from A.B.C.D to W.X.Y.Z ipfw add 1 allow ipencap from W.X.Y.Z to A.B.C.D The previous two steps should suffice to get the VPN up and running. Machines on each network will be able to refer to one another using IP addresses, and all traffic across the link will be automatically and securely encrypted. -------------------------------------------------------------- 10.10 OpenSSH Contributed by Chern Lee. OpenSSH is a set of network connectivity tools used to access remote machines securely. It can be used as a direct replacement for rlogin, rsh, rcp, and telnet. Additionally, any other TCP/IP connections can be tunneled/forwarded securely through SSH. OpenSSH encrypts all traffic to effectively eliminate eavesdropping, connection hijacking, and other network-level attacks. OpenSSH is maintained by the OpenBSD project, and is based upon SSH v1.2.12 with all the recent bug fixes and updates. It is compatible with both SSH protocols 1 and 2. -------------------------------------------------------------- 10.10.1 Advantages of Using OpenSSH Normally, when using telnet(1) or rlogin(1), data is sent over the network in an clear, un-encrypted form. Network sniffers anywhere in between the client and server can steal your user/password information or data transferred in your session. OpenSSH offers a variety of authentication and encryption methods to prevent this from happening. -------------------------------------------------------------- 10.10.2 Enabling sshd Be sure to make the following addition to your rc.conf file: sshd_enable="YES" This will load sshd(8), the daemon program for OpenSSH, the next time your system initializes. Alternatively, you can simply run directly the sshd daemon by typing sshd on the command line. -------------------------------------------------------------- 10.10.3 SSH Client The ssh(1) utility works similarly to rlogin(1). # ssh user@example.com Host key not found from the list of known hosts. Are you sure you want to continue connecting (yes/no)? yes Host 'example.com' added to the list of known hosts. user@example.com's password: ******* The login will continue just as it would have if a session was created using rlogin or telnet. SSH utilizes a key fingerprint system for verifying the authenticity of the server when the client connects. The user is prompted to enter yes only when connecting for the first time. Future attempts to login are all verified against the saved fingerprint key. The SSH client will alert you if the saved fingerprint differs from the received fingerprint on future login attempts. The fingerprints are saved in ~/.ssh/known_hosts, or ~/.ssh/known_hosts2 for SSH v2 fingerprints. By default, OpenSSH servers are configured to accept both SSH v1 and SSH v2 connections. The client, however, can choose between the two. Version 2 is known to be more robust and secure than its predecessor. The ssh(1) command can be forced to use either protocol by passing it the -1 or -2 argument for v1 and v2, respectively. -------------------------------------------------------------- 10.10.4 Secure Copy The scp(1) command works similarly to rcp(1); it copies a file to or from a remote machine, except in a secure fashion. # scp user@example.com:/COPYRIGHT COPYRIGHT user@example.com's password: ******* COPYRIGHT 100% |*****************************| 4735 00:00 # Since the fingerprint was already saved for this host in the previous example, it is verified when using scp(1) here. The arguments passed to scp(1) are similar to cp(1), with the file or files in the first argument, and the destination in the second. Since the file is fetched over the network, through SSH, one or more of the file arguments takes on the form user@host:. -------------------------------------------------------------- 10.10.5 Configuration The system-wide configuration files for both the OpenSSH daemon and client reside within the /etc/ssh directory. ssh_config configures the client settings, while sshd_config configures the daemon. Additionally, the sshd_program (/usr/sbin/sshd by default), and sshd_flags rc.conf options can provide more levels of configuration. -------------------------------------------------------------- 10.10.6 ssh-keygen Instead of using passwords, ssh-keygen(1) can be used to generate RSA keys to authenticate a user: % ssh-keygen -t rsa1 Initializing random number generator... Generating p: .++ (distance 66) Generating q: ..............................++ (distance 498) Computing the keys... Key generation complete. Enter file in which to save the key (/home/user/.ssh/identity): Enter passphrase: Enter the same passphrase again: Your identification has been saved in /home/user/.ssh/identity. ... ssh-keygen(1) will create a public and private key pair for use in authentication. The private key is stored in ~/.ssh/identity, whereas the public key is stored in ~/.ssh/identity.pub. The public key must be placed in ~/.ssh/authorized_keys of the remote machine in order for the setup to work. This will allow connection to the remote machine based upon RSA authentication instead of passwords. Note: The -t rsa1 option will create RSA keys for use by SSH protocol version 1. If you want to use RSA keys with the SSH protocol version 2, you have to use the command ssh-keygen -t rsa. If a passphrase is used in ssh-keygen(1), the user will be prompted for a password each time in order to use the private key. A SSH protocol version 2 DSA key can be created for the same purpose by using the ssh-keygen -t dsa command. This will create a public/private DSA key for use in SSH protocol version 2 sessions only. The public key is stored in ~/.ssh/id_dsa.pub, while the private key is in ~/.ssh/id_dsa. DSA public keys are also placed in ~/.ssh/authorized_keys on the remote machine. ssh-agent(1) and ssh-add(1) are utilities used in managing multiple passworded private keys. Warning: The various options and files can be different according to the OpenSSH version you have on your system, to avoid problems you should consult the ssh-keygen(1) manual page. -------------------------------------------------------------- 10.10.7 SSH Tunneling OpenSSH has the ability to create a tunnel to encapsulate another protocol in an encrypted session. The following command tells ssh(1) to create a tunnel for telnet: % ssh -2 -N -f -L 5023:localhost:23 user@foo.example.com % The ssh command is used with the following options: -2 Forces ssh to use version 2 of the protocol. (Do not use if you are working with older SSH servers) -N Indicates no command, or tunnel only. If omitted, ssh would initiate a normal session. -f Forces ssh to run in the background. -L Indicates a local tunnel in localport:remotehost:remoteport fashion. user@foo.example.com The remote SSH server. An SSH tunnel works by creating a listen socket on localhost on the specified port. It then forwards any connection received on the local host/port via the SSH connection to the specified remote host and port. In the example, port 5023 on localhost is being forwarded to port 23 on localhost of the remote machine. Since 23 is telnet, this would create a secure telnet session through an SSH tunnel. This can be used to wrap any number of insecure TCP protocols such as SMTP, POP3, FTP, etc. Example 10-1. Using SSH to Create a Secure Tunnel for SMTP % ssh -2 -N -f -L 5025:localhost:25 user@mailserver.example.com user@mailserver.example.com's password: ***** % telnet localhost 5025 Trying 127.0.0.1... Connected to localhost. Escape character is '^]'. 220 mailserver.example.com ESMTP This can be used in conjunction with an ssh-keygen(1) and additional user accounts to create a more seamless/hassle-free SSH tunneling environment. Keys can be used in place of typing a password, and the tunnels can be run as a separate user. -------------------------------------------------------------- 10.10.7.1 Practical SSH Tunneling Examples 10.10.7.1.1 Secure Access of a POP3 Server At work, there is an SSH server that accepts connections from the outside. On the same office network resides a mail server running a POP3 server. The network, or network path between your home and office may or may not be completely trustable. Because of this, you need to check your e-mail in a secure manner. The solution is to create an SSH connection to your office's SSH server, and tunnel through to the mail server. % ssh -2 -N -f -L 2110:mail.example.com:110 user@ssh-server.example.com user@ssh-server.example.com's password: ****** When the tunnel is up and running, you can point your mail client to send POP3 requests to localhost port 2110. A connection here will be forwarded securely across the tunnel to mail.example.com. -------------------------------------------------------------- 10.10.7.1.2 Bypassing a Draconian Firewall Some network administrators impose extremely draconian firewall rules, filtering not only incoming connections, but outgoing connections. You may be only given access to contact remote machines on ports 22 and 80 for SSH and web surfing. You may wish to access another (perhaps non-work related) service, such as an Ogg Vorbis server to stream music. If this Ogg Vorbis server is streaming on some other port than 22 or 80, you will not be able to access it. The solution is to create an SSH connection to a machine outside of your network's firewall, and use it to tunnel to the Ogg Vorbis server. % ssh -2 -N -f -L 8888:music.example.com:8000 user@unfirewalled-system.example.org user@unfirewalled-system.example.org's password: ******* Your streaming client can now be pointed to localhost port 8888, which will be forwarded over to music.example.com port 8000, successfully evading the firewall. -------------------------------------------------------------- 10.10.8 Further Reading OpenSSH ssh(1) scp(1) ssh-keygen(1) ssh-agent(1) ssh-add(1) sshd(8) sftp-server(8) -------------------------------------------------------------- Chapter 11 Printing Contributed by Sean Kelly. Restructured and updated by Jim Mock. 11.1 Synopsis DragonFly can be used to print to a wide variety of printers, from the oldest impact printer to the latest laser printers, and everything in between, allowing you to produce high quality printed output from the applications you run. DragonFly can also be configured to act as a print server on a network; in this capacity DragonFly can receive print jobs from a variety of other computers, including other DragonFly computers, Windows and Mac OS hosts. DragonFly will ensure that one job at a time is printed, and can keep statistics on which users and machines are doing the most printing, produce ``banner'' pages showing who's printout is who's, and more. After reading this chapter, you will know: * How to configure the DragonFly print spooler. * How to install print filters, to handle special print jobs differently, including converting incoming documents to print formats that your printers understand. * How to enable header, or banner pages on your printout. * How to print to printers connected to other computers. * How to print to printers connected directly to the network. * How to control printer restrictions, including limiting the size of print jobs, and preventing certain users from printing. * How to keep printer statistics, and account for printer usage. * How to troubleshoot printing problems. Before reading this chapter, you should: * Know how to configure and install a new kernel (Chapter 9). -------------------------------------------------------------- 11.2 Introduction In order to use printers with DragonFly, you will need to set them up to work with the Berkeley line printer spooling system, also known as the LPD spooling system. It is the standard printer control system in DragonFly. This chapter introduces the LPD spooling system, often simply called LPD, and will guide you through its configuration. If you are already familiar with LPD or another printer spooling system, you may wish to skip to section Setting up the spooling system. LPD controls everything about a host's printers. It is responsible for a number of things: * It controls access to attached printers and printers attached to other hosts on the network. * It enables users to submit files to be printed; these submissions are known as jobs. * It prevents multiple users from accessing a printer at the same time by maintaining a queue for each printer. * It can print header pages (also known as banner or burst pages) so users can easily find jobs they have printed in a stack of printouts. * It takes care of communications parameters for printers connected on serial ports. * It can send jobs over the network to a LPD spooler on another host. * It can run special filters to format jobs to be printed for various printer languages or printer capabilities. * It can account for printer usage. Through a configuration file (/etc/printcap), and by providing the special filter programs, you can enable the LPD system to do all or some subset of the above for a great variety of printer hardware. -------------------------------------------------------------- 11.2.1 Why You Should Use the Spooler If you are the sole user of your system, you may be wondering why you should bother with the spooler when you do not need access control, header pages, or printer accounting. While it is possible to enable direct access to a printer, you should use the spooler anyway since: * LPD prints jobs in the background; you do not have to wait for data to be copied to the printer. * LPD can conveniently run a job to be printed through filters to add date/time headers or convert a special file format (such as a TeX DVI file) into a format the printer will understand. You will not have to do these steps manually. * Many free and commercial programs that provide a print feature usually expect to talk to the spooler on your system. By setting up the spooling system, you will more easily support other software you may later add or already have. -------------------------------------------------------------- 11.3 Basic Setup To use printers with the LPD spooling system, you will need to set up both your printer hardware and the LPD software. This document describes two levels of setup: * See section Simple Printer Setup to learn how to connect a printer, tell LPD how to communicate with it, and print plain text files to the printer. * See section Advanced Printer Setup to find out how to print a variety of special file formats, to print header pages, to print across a network, to control access to printers, and to do printer accounting. -------------------------------------------------------------- 11.3.1 Simple Printer Setup This section tells how to configure printer hardware and the LPD software to use the printer. It teaches the basics: * Section Hardware Setup gives some hints on connecting the printer to a port on your computer. * Section Software Setup shows how to set up the LPD spooler configuration file (/etc/printcap). If you are setting up a printer that uses a network protocol to accept data to print instead of a serial or parallel interface, see Printers With Networked Data Stream Interfaces. Although this section is called ``Simple Printer Setup'', it is actually fairly complex. Getting the printer to work with your computer and the LPD spooler is the hardest part. The advanced options like header pages and accounting are fairly easy once you get the printer working. -------------------------------------------------------------- 11.3.1.1 Hardware Setup This section tells about the various ways you can connect a printer to your PC. It talks about the kinds of ports and cables, and also the kernel configuration you may need to enable DragonFly to speak to the printer. If you have already connected your printer and have successfully printed with it under another operating system, you can probably skip to section Software Setup. -------------------------------------------------------------- 11.3.1.1.1 Ports and Cables Printers sold for use on PC's today generally come with one or more of the following three interfaces: * Serial interfaces, also known as RS232C or RS232D, or COM ports, use a serial port on your computer to send data to the printer. Serial interfaces are common in the computer industry and cables are readily available and also easy to construct. Serial interfaces sometimes need special cables and might require you to configure somewhat complex communications options. Most PC serial ports have a maximum transmission rate of 115200 bps, which makes printing large graphic print jobs with them impractical. * Parallel interfaces use a parallel port on your computer to send data to the printer. Parallel interfaces are common in the PC market and are faster than RS232 serial. Cables are readily available but more difficult to construct by hand. There are usually no communications options with parallel interfaces, making their configuration exceedingly simple. Parallel interfaces are sometimes known as ``Centronics'' interfaces, named after the connector type on the printer. * USB interfaces, named for the Universal Serial Bus, can run at even faster speeds than parallel or RS232 serial interfaces. Cables are simple and cheap. USB is superior to RS232 Serial and to Parallel for printing, but it is not as well supported under UNIX systems. A way to avoid this problem is to purchase a printer that has both a USB interface and a Parallel interface, as many printers do. In general, Parallel interfaces usually offer just one-way communication (computer to printer) while serial and USB gives you two-way. Newer parallel ports (EPP and ECP) and printers can communicate in both directions under DragonFly when a IEEE1284 compliant cable is used. Two-way communication to the printer over a parallel port is generally done one of two ways. The first method uses a custom built printer driver for DragonFly that speaks the proprietary language used by the printer. This is common with inkjet printers and can be used for reporting ink levels and other status information. The second method is used when the printer supports PostScript. PostScript jobs are actually programs sent to the printer; they need not produce paper at all and may return results directly to the computer. PostScript also uses two-way communication to tell the computer about problems, such as errors in the PostScript program or paper jams. Your users may be appreciative of such information. Furthermore, the best way to do effective accounting with a PostScript printer requires two-way communication: you ask the printer for its page count (how many pages it has printed in its lifetime), then send the user's job, then ask again for its page count. Subtract the two values and you know how much paper to charge the user. -------------------------------------------------------------- 11.3.1.1.2 Parallel Ports To hook up a printer using a parallel interface, connect the Centronics cable between the printer and the computer. The instructions that came with the printer, the computer, or both should give you complete guidance. Remember which parallel port you used on the computer. The first parallel port is /dev/ppc0 to DragonFly; the second is /dev/ppc1, and so on. The printer device name uses the same scheme: /dev/lpt0 for the printer on the first parallel ports etc. -------------------------------------------------------------- 11.3.1.1.3 Serial Ports To hook up a printer using a serial interface, connect the proper serial cable between the printer and the computer. The instructions that came with the printer, the computer, or both should give you complete guidance. If you are unsure what the ``proper serial cable'' is, you may wish to try one of the following alternatives: * A modem cable connects each pin of the connector on one end of the cable straight through to its corresponding pin of the connector on the other end. This type of cable is also known as a ``DTE-to-DCE'' cable. * A null-modem cable connects some pins straight through, swaps others (send data to receive data, for example), and shorts some internally in each connector hood. This type of cable is also known as a ``DTE-to-DTE'' cable. * A serial printer cable, required for some unusual printers, is like the null-modem cable, but sends some signals to their counterparts instead of being internally shorted. You should also set up the communications parameters for the printer, usually through front-panel controls or DIP switches on the printer. Choose the highest bps (bits per second, sometimes baud rate) rate that both your computer and the printer can support. Choose 7 or 8 data bits; none, even, or odd parity; and 1 or 2 stop bits. Also choose a flow control protocol: either none, or XON/XOFF (also known as ``in-band'' or ``software'') flow control. Remember these settings for the software configuration that follows. -------------------------------------------------------------- 11.3.1.2 Software Setup This section describes the software setup necessary to print with the LPD spooling system in DragonFly. Here is an outline of the steps involved: 1. Configure your kernel, if necessary, for the port you are using for the printer; section Kernel Configuration tells you what you need to do. 2. Set the communications mode for the parallel port, if you are using a parallel port; section Setting the Communication Mode for the Parallel Port gives details. 3. Test if the operating system can send data to the printer. Section Checking Printer Communications gives some suggestions on how to do this. 4. Set up LPD for the printer by modifying the file /etc/printcap. You will find out how to do this later in this chapter. -------------------------------------------------------------- 11.3.1.2.1 Kernel Configuration The operating system kernel is compiled to work with a specific set of devices. The serial or parallel interface for your printer is a part of that set. Therefore, it might be necessary to add support for an additional serial or parallel port if your kernel is not already configured for one. To find out if the kernel you are currently using supports a serial interface, type: # grep sioN /var/run/dmesg.boot Where N is the number of the serial port, starting from zero. If you see output similar to the following: sio2 at port 0x3e8-0x3ef irq 5 on isa sio2: type 16550A then the kernel supports the port. To find out if the kernel supports a parallel interface, type: # grep ppcN /var/run/dmesg.boot Where N is the number of the parallel port, starting from zero. If you see output similar to the following: ppc0: at port 0x378-0x37f irq 7 on isa0 ppc0: SMC-like chipset (ECP/EPP/PS2/NIBBLE) in COMPATIBLE mode ppc0: FIFO with 16/16/8 bytes threshold then the kernel supports the port. You might have to reconfigure your kernel in order for the operating system to recognize and use the parallel or serial port you are using for the printer. To add support for a serial port, see the section on kernel configuration. To add support for a parallel port, see that section and the section that follows. -------------------------------------------------------------- 11.3.1.3 Adding /dev Entries for the Ports Even though the kernel may support communication along a serial or parallel port, you will still need a software interface through which programs running on the system can send and receive data. That is what entries in the /dev directory are for. To add a /dev entry for a port: 1. Become root with the su(1) command. Enter the root password when prompted. 2. Change to the /dev directory: # cd /dev 3. Type: # ./MAKEDEV port Where port is the device entry for the port you want to make. Use lpt0 for the printer on the first parallel port, lpt1 for the printer on the second port, and so on; use ttyd0 for the first serial port, ttyd1 for the second, and so on. 4. Type: # ls -l port to make sure the device entry got created. -------------------------------------------------------------- 11.3.1.3.1 Setting the Communication Mode for the Parallel Port When you are using the parallel interface, you can choose whether DragonFly should use interrupt-driven or polled communication with the printer. The generic printer device driver (lpt(4)) on DragonFly uses the ppbus(4) system, which controls the port chipset with the ppc(4) driver. * The interrupt-driven method is the default with the GENERIC kernel. With this method, the operating system uses an IRQ line to determine when the printer is ready for data. * The polled method directs the operating system to repeatedly ask the printer if it is ready for more data. When it responds ready, the kernel sends more data. The interrupt-driven method is usually somewhat faster but uses up a precious IRQ line. Some newer HP printers are claimed not to work correctly in interrupt mode, apparently due to some (not yet exactly understood) timing problem. These printers need polled mode. You should use whichever one works. Some printers will work in both modes, but are painfully slow in interrupt mode. You can set the communications mode in two ways: by configuring the kernel or by using the lptcontrol(8) program. To set the communications mode by configuring the kernel: 1. Edit your kernel configuration file. Look for an ppc0 entry. If you are setting up the second parallel port, use ppc1 instead. Use ppc2 for the third port, and so on. * If you want interrupt-driven mode, add the irq specifier: device ppc0 at isa? irq N Where N is the IRQ number for your computer's parallel port. * If you want polled mode, do not add the irq specifier. Use the following line in your kernel configuration file: device ppc0 at isa? 2. Save the file. Then configure, build, and install the kernel, then reboot. See kernel configuration for more details. To set the communications mode with lptcontrol(8): 1. Type: # lptcontrol -i -d /dev/lptN to set interrupt-driven mode for lptN. 2. Type: # lptcontrol -p -d /dev/lptN to set polled-mode for lptN. You could put these commands in your /etc/rc.local file to set the mode each time your system boots. See lptcontrol(8) for more information. -------------------------------------------------------------- 11.3.1.3.2 Checking Printer Communications Before proceeding to configure the spooling system, you should make sure the operating system can successfully send data to your printer. It is a lot easier to debug printer communication and the spooling system separately. To test the printer, we will send some text to it. For printers that can immediately print characters sent to them, the program lptest(1) is perfect: it generates all 96 printable ASCII characters in 96 lines. For a PostScript (or other language-based) printer, we will need a more sophisticated test. A small PostScript program, such as the following, will suffice: %!PS 100 100 moveto 300 300 lineto stroke 310 310 moveto /Helvetica findfont 12 scalefont setfont (Is this thing working?) show showpage The above PostScript code can be placed into a file and used as shown in the examples appearing in the following sections. Note: When this document refers to a printer language, it is assuming a language like PostScript, and not Hewlett Packard's PCL. Although PCL has great functionality, you can intermingle plain text with its escape sequences. PostScript cannot directly print plain text, and that is the kind of printer language for which we must make special accommodations. -------------------------------------------------------------- 11.3.1.3.2.1 Checking a Parallel Printer This section tells you how to check if DragonFly can communicate with a printer connected to a parallel port. To test a printer on a parallel port: 1. Become root with su(1). 2. Send data to the printer. * If the printer can print plain text, then use lptest(1). Type: # lptest > /dev/lptN Where N is the number of the parallel port, starting from zero. * If the printer understands PostScript or other printer language, then send a small program to the printer. Type: # cat > /dev/lptN Then, line by line, type the program carefully as you cannot edit a line once you have pressed RETURN or ENTER. When you have finished entering the program, press CONTROL+D, or whatever your end of file key is. Alternatively, you can put the program in a file and type: # cat file > /dev/lptN Where file is the name of the file containing the program you want to send to the printer. You should see something print. Do not worry if the text does not look right; we will fix such things later. -------------------------------------------------------------- 11.3.1.3.2.2 Checking a Serial Printer This section tells you how to check if DragonFly can communicate with a printer on a serial port. To test a printer on a serial port: 1. Become root with su(1). 2. Edit the file /etc/remote. Add the following entry: printer:dv=/dev/port:br#bps-rate:pa=parity Where port is the device entry for the serial port (ttyd0, ttyd1, etc.), bps-rate is the bits-per-second rate at which the printer communicates, and parity is the parity required by the printer (either even, odd, none, or zero). Here is a sample entry for a printer connected via a serial line to the third serial port at 19200 bps with no parity: printer:dv=/dev/ttyd2:br#19200:pa=none 3. Connect to the printer with tip(1). Type: # tip printer If this step does not work, edit the file /etc/remote again and try using /dev/cuaaN instead of /dev/ttydN. 4. Send data to the printer. * If the printer can print plain text, then use lptest(1). Type: % $lptest * If the printer understands PostScript or other printer language, then send a small program to the printer. Type the program, line by line, very carefully as backspacing or other editing keys may be significant to the printer. You may also need to type a special end-of-file key for the printer so it knows it received the whole program. For PostScript printers, press CONTROL+D. Alternatively, you can put the program in a file and type: % >file Where file is the name of the file containing the program. After tip(1) sends the file, press any required end-of-file key. You should see something print. Do not worry if the text does not look right; we will fix that later. -------------------------------------------------------------- 11.3.1.4 Enabling the Spooler: the /etc/printcap File At this point, your printer should be hooked up, your kernel configured to communicate with it (if necessary), and you have been able to send some simple data to the printer. Now, we are ready to configure LPD to control access to your printer. You configure LPD by editing the file /etc/printcap. The LPD spooling system reads this file each time the spooler is used, so updates to the file take immediate effect. The format of the printcap(5) file is straightforward. Use your favorite text editor to make changes to /etc/printcap. The format is identical to other capability files like /usr/share/misc/termcap and /etc/remote. For complete information about the format, see the cgetent(3). The simple spooler configuration consists of the following steps: 1. Pick a name (and a few convenient aliases) for the printer, and put them in the /etc/printcap file; see the Naming the Printer section for more information on naming. 2. Turn off header pages (which are on by default) by inserting the sh capability; see the Suppressing Header Pages section for more information. 3. Make a spooling directory, and specify its location with the sd capability; see the Making the Spooling Directory section for more information. 4. Set the /dev entry to use for the printer, and note it in /etc/printcap with the lp capability; see the Identifying the Printer Device for more information. Also, if the printer is on a serial port, set up the communication parameters with the ms# capability which is discussed in the Configuring Spooler Communications Parameters section. 5. Install a plain text input filter; see the Installing the Text Filter section for details. 6. Test the setup by printing something with the lpr(1) command. More details are available in the Trying It Out and Troubleshooting sections. Note: Language-based printers, such as PostScript printers, cannot directly print plain text. The simple setup outlined above and described in the following sections assumes that if you are installing such a printer you will print only files that the printer can understand. Users often expect that they can print plain text to any of the printers installed on your system. Programs that interface to LPD to do their printing usually make the same assumption. If you are installing such a printer and want to be able to print jobs in the printer language and print plain text jobs, you are strongly urged to add an additional step to the simple setup outlined above: install an automatic plain-text-to-PostScript (or other printer language) conversion program. The section entitled Accommodating Plain Text Jobs on PostScript Printers tells how to do this. -------------------------------------------------------------- 11.3.1.4.1 Naming the Printer The first (easy) step is to pick a name for your printer It really does not matter whether you choose functional or whimsical names since you can also provide a number of aliases for the printer. At least one of the printers specified in the /etc/printcap should have the alias lp. This is the default printer's name. If users do not have the PRINTER environment variable nor specify a printer name on the command line of any of the LPD commands, then lp will be the default printer they get to use. Also, it is common practice to make the last alias for a printer be a full description of the printer, including make and model. Once you have picked a name and some common aliases, put them in the /etc/printcap file. The name of the printer should start in the leftmost column. Separate each alias with a vertical bar and put a colon after the last alias. In the following example, we start with a skeletal /etc/printcap that defines two printers (a Diablo 630 line printer and a Panasonic KX-P4455 PostScript laser printer): # # /etc/printcap for host rose # rattan|line|diablo|lp|Diablo 630 Line Printer: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4: In this example, the first printer is named rattan and has as aliases line, diablo, lp, and Diablo 630 Line Printer. Since it has the alias lp, it is also the default printer. The second is named bamboo, and has as aliases ps, PS, S, panasonic, and Panasonic KX-P4455 PostScript v51.4. -------------------------------------------------------------- 11.3.1.4.2 Suppressing Header Pages The LPD spooling system will by default print a header page for each job. The header page contains the user name who requested the job, the host from which the job came, and the name of the job, in nice large letters. Unfortunately, all this extra text gets in the way of debugging the simple printer setup, so we will suppress header pages. To suppress header pages, add the sh capability to the entry for the printer in /etc/printcap. Here is an example /etc/printcap with sh added: # # /etc/printcap for host rose - no header pages anywhere # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh: Note how we used the correct format: the first line starts in the leftmost column, and subsequent lines are indented with a single TAB. Every line in an entry except the last ends in a backslash character. -------------------------------------------------------------- 11.3.1.4.3 Making the Spooling Directory The next step in the simple spooler setup is to make a spooling directory, a directory where print jobs reside until they are printed, and where a number of other spooler support files live. Because of the variable nature of spooling directories, it is customary to put these directories under /var/spool. It is not necessary to backup the contents of spooling directories, either. Recreating them is as simple as running mkdir(1). It is also customary to make the directory with a name that is identical to the name of the printer, as shown below: # mkdir /var/spool/printer-name However, if you have a lot of printers on your network, you might want to put the spooling directories under a single directory that you reserve just for printing with LPD. We will do this for our two example printers rattan and bamboo: # mkdir /var/spool/lpd # mkdir /var/spool/lpd/rattan # mkdir /var/spool/lpd/bamboo Note: If you are concerned about the privacy of jobs that users print, you might want to protect the spooling directory so it is not publicly accessible. Spooling directories should be owned and be readable, writable, and searchable by user daemon and group daemon, and no one else. We will do this for our example printers: # chown daemon:daemon /var/spool/lpd/rattan # chown daemon:daemon /var/spool/lpd/bamboo # chmod 770 /var/spool/lpd/rattan # chmod 770 /var/spool/lpd/bamboo Finally, you need to tell LPD about these directories using the /etc/printcap file. You specify the pathname of the spooling directory with the sd capability: # # /etc/printcap for host rose - added spooling directories # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo: Note that the name of the printer starts in the first column but all other entries describing the printer should be indented with a tab and each line escaped with a backslash. If you do not specify a spooling directory with sd, the spooling system will use /var/spool/lpd as a default. -------------------------------------------------------------- 11.3.1.4.4 Identifying the Printer Device In the Adding /dev Entries for the Ports section, we identified which entry in the /dev directory DragonFly will use to communicate with the printer. Now, we tell LPD that information. When the spooling system has a job to print, it will open the specified device on behalf of the filter program (which is responsible for passing data to the printer). List the /dev entry pathname in the /etc/printcap file using the lp capability. In our running example, let us assume that rattan is on the first parallel port, and bamboo is on a sixth serial port; here are the additions to /etc/printcap: # # /etc/printcap for host rose - identified what devices to use # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5: If you do not specify the lp capability for a printer in your /etc/printcap file, LPD uses /dev/lp as a default. /dev/lp currently does not exist in DragonFly. If the printer you are installing is connected to a parallel port, skip to the section entitled, Installing the Text Filter. Otherwise, be sure to follow the instructions in the next section. -------------------------------------------------------------- 11.3.1.4.5 Configuring Spooler Communication Parameters For printers on serial ports, LPD can set up the bps rate, parity, and other serial communication parameters on behalf of the filter program that sends data to the printer. This is advantageous since: * It lets you try different communication parameters by simply editing the /etc/printcap file; you do not have to recompile the filter program. * It enables the spooling system to use the same filter program for multiple printers which may have different serial communication settings. The following /etc/printcap capabilities control serial communication parameters of the device listed in the lp capability: br#bps-rate Sets the communications speed of the device to bps-rate, where bps-rate can be 50, 75, 110, 134, 150, 200, 300, 600, 1200, 1800, 2400, 4800, 9600, 19200, 38400, 57600, or 115200 bits-per-second. ms#stty-mode Sets the options for the terminal device after opening the device. stty(1) explains the available options. When LPD opens the device specified by the lp capability, it sets the characteristics of the device to those specified with the ms# capability. Of particular interest will be the parenb, parodd, cs5, cs6, cs7, cs8, cstopb, crtscts, and ixon modes, which are explained in the stty(1) manual page. Let us add to our example printer on the sixth serial port. We will set the bps rate to 38400. For the mode, we will set no parity with -parenb, 8-bit characters with cs8, no modem control with clocal and hardware flow control with crtscts: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:ms#-parenb cs8 clocal crtscts: -------------------------------------------------------------- 11.3.1.4.6 Installing the Text Filter We are now ready to tell LPD what text filter to use to send jobs to the printer. A text filter, also known as an input filter, is a program that LPD runs when it has a job to print. When LPD runs the text filter for a printer, it sets the filter's standard input to the job to print, and its standard output to the printer device specified with the lp capability. The filter is expected to read the job from standard input, perform any necessary translation for the printer, and write the results to standard output, which will get printed. For more information on the text filter, see the Filters section. For our simple printer setup, the text filter can be a small shell script that just executes /bin/cat to send the job to the printer. DragonFly comes with another filter called lpf that handles backspacing and underlining for printers that might not deal with such character streams well. And, of course, you can use any other filter program you want. The filter lpf is described in detail in section entitled lpf: a Text Filter. First, let us make the shell script /usr/local/libexec/if-simple be a simple text filter. Put the following text into that file with your favorite text editor: #!/bin/sh # # if-simple - Simple text input filter for lpd # Installed in /usr/local/libexec/if-simple # # Simply copies stdin to stdout. Ignores all filter arguments. /bin/cat && exit 0 exit 2 Make the file executable: # chmod 555 /usr/local/libexec/if-simple And then tell LPD to use it by specifying it with the if capability in /etc/printcap. We will add it to the two printers we have so far in the example /etc/printcap: # # /etc/printcap for host rose - added text filter # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:ms#-parenb cs8 clocal crtscts:\ :if=/usr/local/libexec/if-simple: -------------------------------------------------------------- 11.3.1.4.7 Turn on LPD lpd(8) is run from /etc/rc, controlled by the lpd_enable variable. This variable defaults to NO. If you have not done so already, add the line: lpd_enable="YES" to /etc/rc.conf, and then either restart your machine, or just run lpd(8). # lpd -------------------------------------------------------------- 11.3.1.4.8 Trying It Out You have reached the end of the simple LPD setup. Unfortunately, congratulations are not quite yet in order, since we still have to test the setup and correct any problems. To test the setup, try printing something. To print with the LPD system, you use the command lpr(1), which submits a job for printing. You can combine lpr(1) with the lptest(1) program, introduced in section Checking Printer Communications to generate some test text. To test the simple LPD setup: Type: # lptest 20 5 | lpr -Pprinter-name Where printer-name is a the name of a printer (or an alias) specified in /etc/printcap. To test the default printer, type lpr(1) without any -P argument. Again, if you are testing a printer that expects PostScript, send a PostScript program in that language instead of using lptest(1). You can do so by putting the program in a file and typing lpr file. For a PostScript printer, you should get the results of the program. If you are using lptest(1), then your results should look like the following: !"#$%&'()*+,-./01234 "#$%&'()*+,-./012345 #$%&'()*+,-./0123456 $%&'()*+,-./01234567 %&'()*+,-./012345678 To further test the printer, try downloading larger programs (for language-based printers) or running lptest(1) with different arguments. For example, lptest 80 60 will produce 60 lines of 80 characters each. If the printer did not work, see the Troubleshooting section. -------------------------------------------------------------- 11.4 Advanced Printer Setup This section describes filters for printing specially formatted files, header pages, printing across networks, and restricting and accounting for printer usage. -------------------------------------------------------------- 11.4.1 Filters Although LPD handles network protocols, queuing, access control, and other aspects of printing, most of the real work happens in the filters. Filters are programs that communicate with the printer and handle its device dependencies and special requirements. In the simple printer setup, we installed a plain text filter--an extremely simple one that should work with most printers (section Installing the Text Filter). However, in order to take advantage of format conversion, printer accounting, specific printer quirks, and so on, you should understand how filters work. It will ultimately be the filter's responsibility to handle these aspects. And the bad news is that most of the time you have to provide filters yourself. The good news is that many are generally available; when they are not, they are usually easy to write. Also, DragonFly comes with one, /usr/libexec/lpr/lpf, that works with many printers that can print plain text. (It handles backspacing and tabs in the file, and does accounting, but that is about all it does.) There are also several filters and filter components in pkgsrc. Here is what you will find in this section: * Section How Filters Work, tries to give an overview of a filter's role in the printing process. You should read this section to get an understanding of what is happening ``under the hood'' when LPD uses filters. This knowledge could help you anticipate and debug problems you might encounter as you install more and more filters on each of your printers. * LPD expects every printer to be able to print plain text by default. This presents a problem for PostScript (or other language-based printers) which cannot directly print plain text. Section Accommodating Plain Text Jobs on PostScript Printers tells you what you should do to overcome this problem. You should read this section if you have a PostScript printer. * PostScript is a popular output format for many programs. Even some people (myself included) write PostScript code directly. But PostScript printers are expensive. Section Simulating PostScript on Non PostScript Printers tells how you can further modify a printer's text filter to accept and print PostScript data on a non PostScript printer. You should read this section if you do not have a PostScript printer. * Section Conversion Filters tells about a way you can automate the conversion of specific file formats, such as graphic or typesetting data, into formats your printer can understand. After reading this section, you should be able to set up your printers such that users can type lpr -t to print troff data, or lpr -d to print TeX DVI data, or lpr -v to print raster image data, and so forth. I recommend reading this section. * Section Output Filters tells all about a not often used feature of LPD: output filters. Unless you are printing header pages (see Header Pages), you can probably skip that section altogether. * Section lpf: a Text Filter describes lpf, a fairly complete if simple text filter for line printers (and laser printers that act like line printers) that comes with DragonFly. If you need a quick way to get printer accounting working for plain text, or if you have a printer which emits smoke when it sees backspace characters, you should definitely consider lpf. -------------------------------------------------------------- 11.4.1.1 How Filters Work As mentioned before, a filter is an executable program started by LPD to handle the device-dependent part of communicating with the printer. When LPD wants to print a file in a job, it starts a filter program. It sets the filter's standard input to the file to print, its standard output to the printer, and its standard error to the error logging file (specified in the lf capability in /etc/printcap, or /dev/console by default). Which filter LPD starts and the filter's arguments depend on what is listed in the /etc/printcap file and what arguments the user specified for the job on the lpr(1) command line. For example, if the user typed lpr -t, LPD would start the troff filter, listed in the tf capability for the destination printer. If the user wanted to print plain text, it would start the if filter (this is mostly true: see Output Filters for details). There are three kinds of filters you can specify in /etc/printcap: * The text filter, confusingly called the input filter in LPD documentation, handles regular text printing. Think of it as the default filter. LPD expects every printer to be able to print plain text by default, and it is the text filter's job to make sure backspaces, tabs, or other special characters do not confuse the printer. If you are in an environment where you have to account for printer usage, the text filter must also account for pages printed, usually by counting the number of lines printed and comparing that to the number of lines per page the printer supports. The text filter is started with the following argument list: filter-name [-c] -wwidth -llength -iindent -n login -h host acct-file where -c appears if the job is submitted with lpr -l width is the value from the pw (page width) capability specified in /etc/printcap, default 132 length is the value from the pl (page length) capability, default 66 indent is the amount of the indentation from lpr -i, default 0 login is the account name of the user printing the file host is the host name from which the job was submitted acct-file is the name of the accounting file from the af capability. * A conversion filter converts a specific file format into one the printer can render onto paper. For example, ditroff typesetting data cannot be directly printed, but you can install a conversion filter for ditroff files to convert the ditroff data into a form the printer can digest and print. Section Conversion Filters tells all about them. Conversion filters also need to do accounting, if you need printer accounting. Conversion filters are started with the following arguments: filter-name -xpixel-width -ypixel-height -n login -h host acct-file where pixel-width is the value from the px capability (default 0) and pixel-height is the value from the py capability (default 0). * The output filter is used only if there is no text filter, or if header pages are enabled. In my experience, output filters are rarely used. Section Output Filters describe them. There are only two arguments to an output filter: filter-name -wwidth -llength which are identical to the text filters -w and -l arguments. Filters should also exit with the following exit status: exit 0 If the filter printed the file successfully. exit 1 If the filter failed to print the file but wants LPD to try to print the file again. LPD will restart a filter if it exits with this status. exit 2 If the filter failed to print the file and does not want LPD to try again. LPD will throw out the file. The text filter that comes with the DragonFly release, /usr/libexec/lpr/lpf, takes advantage of the page width and length arguments to determine when to send a form feed and how to account for printer usage. It uses the login, host, and accounting file arguments to make the accounting entries. If you are shopping for filters, see if they are LPD-compatible. If they are, they must support the argument lists described above. If you plan on writing filters for general use, then have them support the same argument lists and exit codes. -------------------------------------------------------------- 11.4.1.2 Accommodating Plain Text Jobs on PostScript(R) Printers If you are the only user of your computer and PostScript (or other language-based) printer, and you promise to never send plain text to your printer and to never use features of various programs that will want to send plain text to your printer, then you do not need to worry about this section at all. But, if you would like to send both PostScript and plain text jobs to the printer, then you are urged to augment your printer setup. To do so, we have the text filter detect if the arriving job is plain text or PostScript. All PostScript jobs must start with %! (for other printer languages, see your printer documentation). If those are the first two characters in the job, we have PostScript, and can pass the rest of the job directly. If those are not the first two characters in the file, then the filter will convert the text into PostScript and print the result. How do we do this? -------------------------------------------------------------- 11.4.1.3 Simulating PostScript on Non PostScript Printers PostScript is the de facto standard for high quality typesetting and printing. PostScript is, however, an expensive standard. Thankfully, Aladdin Enterprises has a free PostScript work-alike called Ghostscript that runs with DragonFly. Ghostscript can read most PostScript files and can render their pages onto a variety of devices, including many brands of non-PostScript printers. By installing Ghostscript and using a special text filter for your printer, you can make your non PostScript printer act like a real PostScript printer. Ghostscript is in pkgsrc, if you would like to install it from there. You can fetch, build, and install it quite easily yourself, as well. To simulate PostScript, we have the text filter detect if it is printing a PostScript file. If it is not, then the filter will pass the file directly to the printer; otherwise, it will use Ghostscript to first convert the file into a format the printer will understand. Here is an example: the following script is a text filter for Hewlett Packard DeskJet 500 printers. For other printers, substitute the -sDEVICE argument to the gs (Ghostscript) command. (Type gs -h to get a list of devices the current installation of Ghostscript supports.) #!/bin/sh # # ifhp - Print Ghostscript-simulated PostScript on a DeskJet 500 # Installed in /usr/local/libexec/ifhp # # Treat LF as CR+LF: # printf "\033&k2G" || exit 2 # # Read first two characters of the file # IFS="" read -r first_line first_two_chars=`expr "$first_line" : '\(..\)'` if [ "$first_two_chars" = "%!" ]; then # # It is PostScript; use Ghostscript to scan-convert and print it. # # Note that PostScript files are actually interpreted programs, # and those programs are allowed to write to stdout, which will # mess up the printed output. So, we redirect stdout to stderr # and then make descriptor 3 go to stdout, and have Ghostscript # write its output there. Exercise for the clever reader: # capture the stderr output from Ghostscript and mail it back to # the user originating the print job. # exec 3>&1 1>&2 /usr/local/bin/gs -dSAFER -dNOPAUSE -q -sDEVICE=djet500 \ -sOutputFile=/dev/fd/3 - && exit 0 else # # Plain text or HP/PCL, so just print it directly; print a form feed # at the end to eject the last page. # echo "$first_line" && cat && printf "\033&l0H" && exit 0 fi exit 2 Finally, you need to notify LPD of the filter via the if capability: :if=/usr/local/libexec/ifhp: That is it. You can type lpr plain.text and lpr whatever.ps and both should print successfully. -------------------------------------------------------------- 11.4.1.4 Conversion Filters After completing the simple setup described in Simple Printer Setup, the first thing you will probably want to do is install conversion filters for your favorite file formats (besides plain ASCII text). -------------------------------------------------------------- 11.4.1.4.1 Why Install Conversion Filters? Conversion filters make printing various kinds of files easy. As an example, suppose we do a lot of work with the TeX typesetting system, and we have a PostScript printer. Every time we generate a DVI file from TeX, we cannot print it directly until we convert the DVI file into PostScript. The command sequence goes like this: % dvips seaweed-analysis.dvi % lpr seaweed-analysis.ps By installing a conversion filter for DVI files, we can skip the hand conversion step each time by having LPD do it for us. Now, each time we get a DVI file, we are just one step away from printing it: % lpr -d seaweed-analysis.dvi We got LPD to do the DVI file conversion for us by specifying the -d option. Section Formatting and Conversion Options lists the conversion options. For each of the conversion options you want a printer to support, install a conversion filter and specify its pathname in /etc/printcap. A conversion filter is like the text filter for the simple printer setup (see section Installing the Text Filter) except that instead of printing plain text, the filter converts the file into a format the printer can understand. -------------------------------------------------------------- 11.4.1.4.2 Which Conversions Filters Should I Install? You should install the conversion filters you expect to use. If you print a lot of DVI data, then a DVI conversion filter is in order. If you have got plenty of troff to print out, then you probably want a troff filter. The following table summarizes the filters that LPD works with, their capability entries for the /etc/printcap file, and how to invoke them with the lpr command: File type /etc/printcap capability lpr option cifplot cf -c DVI df -d plot gf -g ditroff nf -n FORTRAN text rf -f troff tf -f raster vf -v plain text if none, -p, or -l In our example, using lpr -d means the printer needs a df capability in its entry in /etc/printcap. Despite what others might contend, formats like FORTRAN text and plot are probably obsolete. At your site, you can give new meanings to these or any of the formatting options just by installing custom filters. For example, suppose you would like to directly print Printerleaf files (files from the Interleaf desktop publishing program), but will never print plot files. You could install a Printerleaf conversion filter under the gf capability and then educate your users that lpr -g mean ``print Printerleaf files.'' -------------------------------------------------------------- 11.4.1.4.3 Installing Conversion Filters Since conversion filters are programs you install outside of the base DragonFly installation, they should probably go under /usr/local. The directory /usr/local/libexec is a popular location, since they are specialized programs that only LPD will run; regular users should not ever need to run them. To enable a conversion filter, specify its pathname under the appropriate capability for the destination printer in /etc/printcap. In our example, we will add the DVI conversion filter to the entry for the printer named bamboo. Here is the example /etc/printcap file again, with the new df capability for the printer bamboo. # # /etc/printcap for host rose - added df filter for bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:ms#-parenb cs8 clocal crtscts:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: The DVI filter is a shell script named /usr/local/libexec/psdf. Here is that script: #!/bin/sh # # psdf - DVI to PostScript printer filter # Installed in /usr/local/libexec/psdf # # Invoked by lpd when user runs lpr -d # exec /usr/local/bin/dvips -f | /usr/local/libexec/lprps "$@" This script runs dvips in filter mode (the -f argument) on standard input, which is the job to print. It then starts the PostScript printer filter lprps (see section Accommodating Plain Text Jobs on PostScript Printers) with the arguments LPD passed to this script. lprps will use those arguments to account for the pages printed. -------------------------------------------------------------- 11.4.1.4.4 More Conversion Filter Examples Since there is no fixed set of steps to install conversion filters, let me instead provide more examples. Use these as guidance to making your own filters. Use them directly, if appropriate. This example script is a raster (well, GIF file, actually) conversion filter for a Hewlett Packard LaserJet III-Si printer: #!/bin/sh # # hpvf - Convert GIF files into HP/PCL, then print # Installed in /usr/local/libexec/hpvf PATH=/usr/X11R6/bin:$PATH; export PATH giftopnm | ppmtopgm | pgmtopbm | pbmtolj -resolution 300 \ && exit 0 \ || exit 2 It works by converting the GIF file into a portable anymap, converting that into a portable graymap, converting that into a portable bitmap, and converting that into LaserJet/PCL-compatible data. Here is the /etc/printcap file with an entry for a printer using the above filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sh:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif:\ :vf=/usr/local/libexec/hpvf: The following script is a conversion filter for troff data from the groff typesetting system for the PostScript printer named bamboo: #!/bin/sh # # pstf - Convert groff's troff data into PS, then print. # Installed in /usr/local/libexec/pstf # exec grops | /usr/local/libexec/lprps "$@" The above script makes use of lprps again to handle the communication with the printer. If the printer were on a parallel port, we would use this script instead: #!/bin/sh # # pstf - Convert groff's troff data into PS, then print. # Installed in /usr/local/libexec/pstf # exec grops That is it. Here is the entry we need to add to /etc/printcap to enable the filter: :tf=/usr/local/libexec/pstf: Here is an example that might make old hands at FORTRAN blush. It is a FORTRAN-text filter for any printer that can directly print plain text. We will install it for the printer teak: #!/bin/sh # # hprf - FORTRAN text filter for LaserJet 3si: # Installed in /usr/local/libexec/hprf # printf "\033&k2G" && fpr && printf "\033&l0H" && exit 0 exit 2 And we will add this line to the /etc/printcap for the printer teak to enable this filter: :rf=/usr/local/libexec/hprf: -------------------------------------------------------------- 11.4.1.4.5 Automated Conversion: an Alternative to Conversion Filters All these conversion filters accomplish a lot for your printing environment, but at the cost forcing the user to specify (on the lpr(1) command line) which one to use. If your users are not particularly computer literate, having to specify a filter option will become annoying. What is worse, though, is that an incorrectly specified filter option may run a filter on the wrong type of file and cause your printer to spew out hundreds of sheets of paper. Rather than install conversion filters at all, you might want to try having the text filter (since it is the default filter) detect the type of file it has been asked to print and then automatically run the right conversion filter. Tools such as file can be of help here. Of course, it will be hard to determine the differences between some file types--and, of course, you can still provide conversion filters just for them. The pkgsrc collection has a text filter that performs automatic conversion called apsfilter. It can detect plain text, PostScript, and DVI files, run the proper conversions, and print. -------------------------------------------------------------- 11.4.1.5 Output Filters The LPD spooling system supports one other type of filter that we have not yet explored: an output filter. An output filter is intended for printing plain text only, like the text filter, but with many simplifications. If you are using an output filter but no text filter, then: * LPD starts an output filter once for the entire job instead of once for each file in the job. * LPD does not make any provision to identify the start or the end of files within the job for the output filter. * LPD does not pass the user's login or host to the filter, so it is not intended to do accounting. In fact, it gets only two arguments: filter-name -wwidth -llength Where width is from the pw capability and length is from the pl capability for the printer in question. Do not be seduced by an output filter's simplicity. If you would like each file in a job to start on a different page an output filter will not work. Use a text filter (also known as an input filter); see section Installing the Text Filter. Furthermore, an output filter is actually more complex in that it has to examine the byte stream being sent to it for special flag characters and must send signals to itself on behalf of LPD. However, an output filter is necessary if you want header pages and need to send escape sequences or other initialization strings to be able to print the header page. (But it is also futile if you want to charge header pages to the requesting user's account, since LPD does not give any user or host information to the output filter.) On a single printer, LPD allows both an output filter and text or other filters. In such cases, LPD will start the output filter to print the header page (see section Header Pages) only. LPD then expects the output filter to stop itself by sending two bytes to the filter: ASCII 031 followed by ASCII 001. When an output filter sees these two bytes (031, 001), it should stop by sending SIGSTOP to itself. When LPD's done running other filters, it will restart the output filter by sending SIGCONT to it. If there is an output filter but no text filter and LPD is working on a plain text job, LPD uses the output filter to do the job. As stated before, the output filter will print each file of the job in sequence with no intervening form feeds or other paper advancement, and this is probably not what you want. In almost all cases, you need a text filter. The program lpf, which we introduced earlier as a text filter, can also run as an output filter. If you need a quick-and-dirty output filter but do not want to write the byte detection and signal sending code, try lpf. You can also wrap lpf in a shell script to handle any initialization codes the printer might require. -------------------------------------------------------------- 11.4.1.6 lpf: a Text Filter The program /usr/libexec/lpr/lpf that comes with DragonFly is a text filter (input filter) that can indent output (job submitted with lpr -i), allow literal characters to pass (job submitted with lpr -l), adjust the printing position for backspaces and tabs in the job, and account for pages printed. It can also act like an output filter. lpf is suitable for many printing environments. And although it has no capability to send initialization sequences to a printer, it is easy to write a shell script to do the needed initialization and then execute lpf. In order for lpf to do page accounting correctly, it needs correct values filled in for the pw and pl capabilities in the /etc/printcap file. It uses these values to determine how much text can fit on a page and how many pages were in a user's job. For more information on printer accounting, see Accounting for Printer Usage. -------------------------------------------------------------- 11.4.2 Header Pages If you have lots of users, all of them using various printers, then you probably want to consider header pages as a necessary evil. Header pages, also known as banner or burst pages identify to whom jobs belong after they are printed. They are usually printed in large, bold letters, perhaps with decorative borders, so that in a stack of printouts they stand out from the real documents that comprise users' jobs. They enable users to locate their jobs quickly. The obvious drawback to a header page is that it is yet one more sheet that has to be printed for every job, their ephemeral usefulness lasting not more than a few minutes, ultimately finding themselves in a recycling bin or rubbish heap. (Note that header pages go with each job, not each file in a job, so the paper waste might not be that bad.) The LPD system can provide header pages automatically for your printouts if your printer can directly print plain text. If you have a PostScript printer, you will need an external program to generate the header page; see Header Pages on PostScript Printers. -------------------------------------------------------------- 11.4.2.1 Enabling Header Pages In the Simple Printer Setup section, we turned off header pages by specifying sh (meaning ``suppress header'') in the /etc/printcap file. To enable header pages for a printer, just remove the sh capability. Sounds too easy, right? You are right. You might have to provide an output filter to send initialization strings to the printer. Here is an example output filter for Hewlett Packard PCL-compatible printers: #!/bin/sh # # hpof - Output filter for Hewlett Packard PCL-compatible printers # Installed in /usr/local/libexec/hpof printf "\033&k2G" || exit 2 exec /usr/libexec/lpr/lpf Specify the path to the output filter in the of capability. See the Output Filters section for more information. Here is an example /etc/printcap file for the printer teak that we introduced earlier; we enabled header pages and added the above output filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif:\ :vf=/usr/local/libexec/hpvf:\ :of=/usr/local/libexec/hpof: Now, when users print jobs to teak, they get a header page with each job. If users want to spend time searching for their printouts, they can suppress header pages by submitting the job with lpr -h; see the Header Page Options section for more lpr(1) options. Note: LPD prints a form feed character after the header page. If your printer uses a different character or sequence of characters to eject a page, specify them with the ff capability in /etc/printcap. -------------------------------------------------------------- 11.4.2.2 Controlling Header Pages By enabling header pages, LPD will produce a long header, a full page of large letters identifying the user, host, and job. Here is an example (kelly printed the job named outline from host rose): k ll ll k l l k l l k k eeee l l y y k k e e l l y y k k eeeeee l l y y kk k e l l y y k k e e l l y yy k k eeee lll lll yyy y y y y yyyy ll t l i t l oooo u u ttttt l ii n nnn eeee o o u u t l i nn n e e o o u u t l i n n eeeeee o o u u t l i n n e o o u uu t t l i n n e e oooo uuu u tt lll iii n n eeee r rrr oooo ssss eeee rr r o o s s e e r o o ss eeeeee r o o ss e r o o s s e e r oooo ssss eeee Job: outline Date: Sun Sep 17 11:04:58 1995 LPD appends a form feed after this text so the job starts on a new page (unless you have sf (suppress form feeds) in the destination printer's entry in /etc/printcap). If you prefer, LPD can make a short header; specify sb (short banner) in the /etc/printcap file. The header page will look like this: rose:kelly Job: outline Date: Sun Sep 17 11:07:51 1995 Also by default, LPD prints the header page first, then the job. To reverse that, specify hl (header last) in /etc/printcap. -------------------------------------------------------------- 11.4.2.3 Accounting for Header Pages Using LPD's built-in header pages enforces a particular paradigm when it comes to printer accounting: header pages must be free of charge. Why? Because the output filter is the only external program that will have control when the header page is printed that could do accounting, and it is not provided with any user or host information or an accounting file, so it has no idea whom to charge for printer use. It is also not enough to just ``add one page'' to the text filter or any of the conversion filters (which do have user and host information) since users can suppress header pages with lpr -h. They could still be charged for header pages they did not print. Basically, lpr -h will be the preferred option of environmentally-minded users, but you cannot offer any incentive to use it. It is still not enough to have each of the filters generate their own header pages (thereby being able to charge for them). If users wanted the option of suppressing the header pages with lpr -h, they will still get them and be charged for them since LPD does not pass any knowledge of the -h option to any of the filters. So, what are your options? You can: * Accept LPD's paradigm and make header pages free. * Install an alternative to LPD, such as LPRng. Section Alternatives to the Standard Spooler tells more about other spooling software you can substitute for LPD. * Write a smart output filter. Normally, an output filter is not meant to do anything more than initialize a printer or do some simple character conversion. It is suited for header pages and plain text jobs (when there is no text (input) filter). But, if there is a text filter for the plain text jobs, then LPD will start the output filter only for the header pages. And the output filter can parse the header page text that LPD generates to determine what user and host to charge for the header page. The only other problem with this method is that the output filter still does not know what accounting file to use (it is not passed the name of the file from the af capability), but if you have a well-known accounting file, you can hard-code that into the output filter. To facilitate the parsing step, use the sh (short header) capability in /etc/printcap. Then again, all that might be too much trouble, and users will certainly appreciate the more generous system administrator who makes header pages free. -------------------------------------------------------------- 11.4.2.4 Header Pages on PostScript Printers As described above, LPD can generate a plain text header page suitable for many printers. Of course, PostScript cannot directly print plain text, so the header page feature of LPD is useless--or mostly so. One obvious way to get header pages is to have every conversion filter and the text filter generate the header page. The filters should use the user and host arguments to generate a suitable header page. The drawback of this method is that users will always get a header page, even if they submit jobs with lpr -h. Let us explore this method. The following script takes three arguments (user login name, host name, and job name) and makes a simple PostScript header page: #!/bin/sh # # make-ps-header - make a PostScript header page on stdout # Installed in /usr/local/libexec/make-ps-header # # # These are PostScript units (72 to the inch). Modify for A4 or # whatever size paper you are using: # page_width=612 page_height=792 border=72 # # Check arguments # if [ $# -ne 3 ]; then echo "Usage: `basename $0` " 1>&2 exit 1 fi # # Save these, mostly for readability in the PostScript, below. # user=$1 host=$2 job=$3 date=`date` # # Send the PostScript code to stdout. # exec cat <&2 exit 2 } while getopts "x:y:n:h:" option; do case $option in x|y) ;; # Ignore n) login=$OPTARG ;; h) host=$OPTARG ;; *) echo "LPD started `basename $0` wrong." 1>&2 exit 2 ;; esac done [ "$login" ] || fail "No login name" [ "$host" ] || fail "No host name" ( /usr/local/libexec/make-ps-header $login $host "DVI File" /usr/local/bin/dvips -f ) | eval /usr/local/libexec/lprps $orig_args Notice how the filter has to parse the argument list in order to determine the user and host name. The parsing for the other conversion filters is identical. The text filter takes a slightly different set of arguments, though (see section How Filters Work). As we have mentioned before, the above scheme, though fairly simple, disables the ``suppress header page'' option (the -h option) to lpr. If users wanted to save a tree (or a few pennies, if you charge for header pages), they would not be able to do so, since every filter's going to print a header page with every job. To allow users to shut off header pages on a per-job basis, you will need to use the trick introduced in section Accounting for Header Pages: write an output filter that parses the LPD-generated header page and produces a PostScript version. If the user submits the job with lpr -h, then LPD will not generate a header page, and neither will your output filter. Otherwise, your output filter will read the text from LPD and send the appropriate header page PostScript code to the printer. If you have a PostScript printer on a serial line, you can make use of lprps, which comes with an output filter, psof, which does the above. Note that psof does not charge for header pages. -------------------------------------------------------------- 11.4.3 Networked Printing DragonFly supports networked printing: sending jobs to remote printers. Networked printing generally refers to two different things: * Accessing a printer attached to a remote host. You install a printer that has a conventional serial or parallel interface on one host. Then, you set up LPD to enable access to the printer from other hosts on the network. Section Printers Installed on Remote Hosts tells how to do this. * Accessing a printer attached directly to a network. The printer has a network interface in addition (or in place of) a more conventional serial or parallel interface. Such a printer might work as follows: * It might understand the LPD protocol and can even queue jobs from remote hosts. In this case, it acts just like a regular host running LPD. Follow the same procedure in section Printers Installed on Remote Hosts to set up such a printer. * It might support a data stream network connection. In this case, you ``attach'' the printer to one host on the network by making that host responsible for spooling jobs and sending them to the printer. Section Printers with Networked Data Stream Interfaces gives some suggestions on installing such printers. -------------------------------------------------------------- 11.4.3.1 Printers Installed on Remote Hosts The LPD spooling system has built-in support for sending jobs to other hosts also running LPD (or are compatible with LPD). This feature enables you to install a printer on one host and make it accessible from other hosts. It also works with printers that have network interfaces that understand the LPD protocol. To enable this kind of remote printing, first install a printer on one host, the printer host, using the simple printer setup described in the Simple Printer Setup section. Do any advanced setup in Advanced Printer Setup that you need. Make sure to test the printer and see if it works with the features of LPD you have enabled. Also ensure that the local host has authorization to use the LPD service in the remote host (see Restricting Jobs from Remote Printers). If you are using a printer with a network interface that is compatible with LPD, then the printer host in the discussion below is the printer itself, and the printer name is the name you configured for the printer. See the documentation that accompanied your printer and/or printer-network interface. Tip: If you are using a Hewlett Packard Laserjet then the printer name text will automatically perform the LF to CRLF conversion for you, so you will not require the hpif script. Then, on the other hosts you want to have access to the printer, make an entry in their /etc/printcap files with the following: 1. Name the entry anything you want. For simplicity, though, you probably want to use the same name and aliases as on the printer host. 2. Leave the lp capability blank, explicitly (:lp=:). 3. Make a spooling directory and specify its location in the sd capability. LPD will store jobs here before they get sent to the printer host. 4. Place the name of the printer host in the rm capability. 5. Place the printer name on the printer host in the rp capability. That is it. You do not need to list conversion filters, page dimensions, or anything else in the /etc/printcap file. Here is an example. The host rose has two printers, bamboo and rattan. We will enable users on the host orchid to print to those printers. Here is the /etc/printcap file for orchid (back from section Enabling Header Pages). It already had the entry for the printer teak; we have added entries for the two printers on the host rose: # # /etc/printcap for host orchid - added (remote) printers on rose # # # teak is local; it is connected directly to orchid: # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/ifhp:\ :vf=/usr/local/libexec/vfhp:\ :of=/usr/local/libexec/ofhp: # # rattan is connected to rose; send jobs for rattan to rose: # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :lp=:rm=rose:rp=rattan:sd=/var/spool/lpd/rattan: # # bamboo is connected to rose as well: # bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :lp=:rm=rose:rp=bamboo:sd=/var/spool/lpd/bamboo: Then, we just need to make spooling directories on orchid: # mkdir -p /var/spool/lpd/rattan /var/spool/lpd/bamboo # chmod 770 /var/spool/lpd/rattan /var/spool/lpd/bamboo # chown daemon:daemon /var/spool/lpd/rattan /var/spool/lpd/bamboo Now, users on orchid can print to rattan and bamboo. If, for example, a user on orchid typed % lpr -P bamboo -d sushi-review.dvi the LPD system on orchid would copy the job to the spooling directory /var/spool/lpd/bamboo and note that it was a DVI job. As soon as the host rose has room in its bamboo spooling directory, the two LPDs would transfer the file to rose. The file would wait in rose's queue until it was finally printed. It would be converted from DVI to PostScript (since bamboo is a PostScript printer) on rose. -------------------------------------------------------------- 11.4.3.2 Printers with Networked Data Stream Interfaces Often, when you buy a network interface card for a printer, you can get two versions: one which emulates a spooler (the more expensive version), or one which just lets you send data to it as if you were using a serial or parallel port (the cheaper version). This section tells how to use the cheaper version. For the more expensive one, see the previous section Printers Installed on Remote Hosts. The format of the /etc/printcap file lets you specify what serial or parallel interface to use, and (if you are using a serial interface), what baud rate, whether to use flow control, delays for tabs, conversion of newlines, and more. But there is no way to specify a connection to a printer that is listening on a TCP/IP or other network port. To send data to a networked printer, you need to develop a communications program that can be called by the text and conversion filters. Here is one such example: the script netprint takes all data on standard input and sends it to a network-attached printer. We specify the hostname of the printer as the first argument and the port number to which to connect as the second argument to netprint. Note that this supports one-way communication only (DragonFly to printer); many network printers support two-way communication, and you might want to take advantage of that (to get printer status, perform accounting, etc.). #!/usr/bin/perl # # netprint - Text filter for printer attached to network # Installed in /usr/local/libexec/netprint # $#ARGV eq 1 || die "Usage: $0 "; $printer_host = $ARGV[0]; $printer_port = $ARGV[1]; require 'sys/socket.ph'; ($ignore, $ignore, $protocol) = getprotobyname('tcp'); ($ignore, $ignore, $ignore, $ignore, $address) = gethostbyname($printer_host); $sockaddr = pack('S n a4 x8', &AF_INET, $printer_port, $address); socket(PRINTER, &PF_INET, &SOCK_STREAM, $protocol) || die "Can't create TCP/IP stream socket: $!"; connect(PRINTER, $sockaddr) || die "Can't contact $printer_host: $!"; while () { print PRINTER; } exit 0; We can then use this script in various filters. Suppose we had a Diablo 750-N line printer connected to the network. The printer accepts data to print on port number 5100. The host name of the printer is scrivener. Here is the text filter for the printer: #!/bin/sh # # diablo-if-net - Text filter for Diablo printer `scrivener' listening # on port 5100. Installed in /usr/local/libexec/diablo-if-net # exec /usr/libexec/lpr/lpf "$@" | /usr/local/libexec/netprint scrivener 5100 -------------------------------------------------------------- 11.4.4 Restricting Printer Usage This section gives information on restricting printer usage. The LPD system lets you control who can access a printer, both locally or remotely, whether they can print multiple copies, how large their jobs can be, and how large the printer queues can get. -------------------------------------------------------------- 11.4.4.1 Restricting Multiple Copies The LPD system makes it easy for users to print multiple copies of a file. Users can print jobs with lpr -#5 (for example) and get five copies of each file in the job. Whether this is a good thing is up to you. If you feel multiple copies cause unnecessary wear and tear on your printers, you can disable the -# option to lpr(1) by adding the sc capability to the /etc/printcap file. When users submit jobs with the -# option, they will see: lpr: multiple copies are not allowed Note that if you have set up access to a printer remotely (see section Printers Installed on Remote Hosts), you need the sc capability on the remote /etc/printcap files as well, or else users will still be able to submit multiple-copy jobs by using another host. Here is an example. This is the /etc/printcap file for the host rose. The printer rattan is quite hearty, so we will allow multiple copies, but the laser printer bamboo is a bit more delicate, so we will disable multiple copies by adding the sc capability: # # /etc/printcap for host rose - restrict multiple copies on bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:\ :lp=/dev/ttyd5:ms#-parenb cs8 clocal crtscts:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Now, we also need to add the sc capability on the host orchid's /etc/printcap (and while we are at it, let us disable multiple copies for the printer teak): # # /etc/printcap for host orchid - no multiple copies for local # printer teak or remote printer bamboo teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:sc:\ :if=/usr/local/libexec/ifhp:\ :vf=/usr/local/libexec/vfhp:\ :of=/usr/local/libexec/ofhp: rattan|line|diablo|lp|Diablo 630 Line Printer:\ :lp=:rm=rose:rp=rattan:sd=/var/spool/lpd/rattan: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :lp=:rm=rose:rp=bamboo:sd=/var/spool/lpd/bamboo:sc: By using the sc capability, we prevent the use of lpr -#, but that still does not prevent users from running lpr(1) multiple times, or from submitting the same file multiple times in one job like this: % lpr forsale.sign forsale.sign forsale.sign forsale.sign forsale.sign There are many ways to prevent this abuse (including ignoring it) which you are free to explore. -------------------------------------------------------------- 11.4.4.2 Restricting Access to Printers You can control who can print to what printers by using the UNIX group mechanism and the rg capability in /etc/printcap. Just place the users you want to have access to a printer in a certain group, and then name that group in the rg capability. Users outside the group (including root) will be greeted with ``lpr: Not a member of the restricted group'' if they try to print to the controlled printer. As with the sc (suppress multiple copies) capability, you need to specify rg on remote hosts that also have access to your printers, if you feel it is appropriate (see section Printers Installed on Remote Hosts). For example, we will let anyone access the printer rattan, but only those in group artists can use bamboo. Here is the familiar /etc/printcap for host rose: # # /etc/printcap for host rose - restricted group for bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:\ :lp=/dev/ttyd5:ms#-parenb cs8 clocal crtscts:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Let us leave the other example /etc/printcap file (for the host orchid) alone. Of course, anyone on orchid can print to bamboo. It might be the case that we only allow certain logins on orchid anyway, and want them to have access to the printer. Or not. Note: There can be only one restricted group per printer. -------------------------------------------------------------- 11.4.4.3 Controlling Sizes of Jobs Submitted If you have many users accessing the printers, you probably need to put an upper limit on the sizes of the files users can submit to print. After all, there is only so much free space on the filesystem that houses the spooling directories, and you also need to make sure there is room for the jobs of other users. LPD enables you to limit the maximum byte size a file in a job can be with the mx capability. The units are in BUFSIZ blocks, which are 1024 bytes. If you put a zero for this capability, there will be no limit on file size; however, if no mx capability is specified, then a default limit of 1000 blocks will be used. Note: The limit applies to files in a job, and not the total job size. LPD will not refuse a file that is larger than the limit you place on a printer. Instead, it will queue as much of the file up to the limit, which will then get printed. The rest will be discarded. Whether this is correct behavior is up for debate. Let us add limits to our example printers rattan and bamboo. Since those artists' PostScript files tend to be large, we will limit them to five megabytes. We will put no limit on the plain text line printer: # # /etc/printcap for host rose # # # No limit on job size: # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:mx#0:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: # # Limit of five megabytes: # bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:mx#5000:\ :lp=/dev/ttyd5:ms#-parenb cs8 clocal crtscts:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Again, the limits apply to the local users only. If you have set up access to your printers remotely, remote users will not get those limits. You will need to specify the mx capability in the remote /etc/printcap files as well. See section Printers Installed on Remote Hosts for more information on remote printing. There is another specialized way to limit job sizes from remote printers; see section Restricting Jobs from Remote Printers. -------------------------------------------------------------- 11.4.4.4 Restricting Jobs from Remote Printers The LPD spooling system provides several ways to restrict print jobs submitted from remote hosts: Host restrictions You can control from which remote hosts a local LPD accepts requests with the files /etc/hosts.equiv and /etc/hosts.lpd. LPD checks to see if an incoming request is from a host listed in either one of these files. If not, LPD refuses the request. The format of these files is simple: one host name per line. Note that the file /etc/hosts.equiv is also used by the ruserok(3) protocol, and affects programs like rsh(1) and rcp(1), so be careful. For example, here is the /etc/hosts.lpd file on the host rose: orchid violet madrigal.fishbaum.de This means rose will accept requests from the hosts orchid, violet, and madrigal.fishbaum.de. If any other host tries to access rose's LPD, the job will be refused. Size restrictions You can control how much free space there needs to remain on the filesystem where a spooling directory resides. Make a file called minfree in the spooling directory for the local printer. Insert in that file a number representing how many disk blocks (512 bytes) of free space there has to be for a remote job to be accepted. This lets you insure that remote users will not fill your filesystem. You can also use it to give a certain priority to local users: they will be able to queue jobs long after the free disk space has fallen below the amount specified in the minfree file. For example, let us add a minfree file for the printer bamboo. We examine /etc/printcap to find the spooling directory for this printer; here is bamboo's entry: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:mx#5000:\ :lp=/dev/ttyd5:ms#-parenb cs8 clocal crtscts:rw:mx#5000:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: The spooling directory is given in the sd capability. We will make three megabytes (which is 6144 disk blocks) the amount of free disk space that must exist on the filesystem for LPD to accept remote jobs: # echo 6144 > /var/spool/lpd/bamboo/minfree User restrictions You can control which remote users can print to local printers by specifying the rs capability in /etc/printcap. When rs appears in the entry for a locally-attached printer, LPD will accept jobs from remote hosts if the user submitting the job also has an account of the same login name on the local host. Otherwise, LPD refuses the job. This capability is particularly useful in an environment where there are (for example) different departments sharing a network, and some users transcend departmental boundaries. By giving them accounts on your systems, they can use your printers from their own departmental systems. If you would rather allow them to use only your printers and not your computer resources, you can give them ``token'' accounts, with no home directory and a useless shell like /usr/bin/false. -------------------------------------------------------------- 11.4.5 Accounting for Printer Usage So, you need to charge for printouts. And why not? Paper and ink cost money. And then there are maintenance costs--printers are loaded with moving parts and tend to break down. You have examined your printers, usage patterns, and maintenance fees and have come up with a per-page (or per-foot, per-meter, or per-whatever) cost. Now, how do you actually start accounting for printouts? Well, the bad news is the LPD spooling system does not provide much help in this department. Accounting is highly dependent on the kind of printer in use, the formats being printed, and your requirements in charging for printer usage. To implement accounting, you have to modify a printer's text filter (to charge for plain text jobs) and the conversion filters (to charge for other file formats), to count pages or query the printer for pages printed. You cannot get away with using the simple output filter, since it cannot do accounting. See section Filters. Generally, there are two ways to do accounting: * Periodic accounting is the more common way, possibly because it is easier. Whenever someone prints a job, the filter logs the user, host, and number of pages to an accounting file. Every month, semester, year, or whatever time period you prefer, you collect the accounting files for the various printers, tally up the pages printed by users, and charge for usage. Then you truncate all the logging files, starting with a clean slate for the next period. * Timely accounting is less common, probably because it is more difficult. This method has the filters charge users for printouts as soon as they use the printers. Like disk quotas, the accounting is immediate. You can prevent users from printing when their account goes in the red, and might provide a way for users to check and adjust their ``print quotas.'' But this method requires some database code to track users and their quotas. The LPD spooling system supports both methods easily: since you have to provide the filters (well, most of the time), you also have to provide the accounting code. But there is a bright side: you have enormous flexibility in your accounting methods. For example, you choose whether to use periodic or timely accounting. You choose what information to log: user names, host names, job types, pages printed, square footage of paper used, how long the job took to print, and so forth. And you do so by modifying the filters to save this information. -------------------------------------------------------------- 11.4.5.1 Quick and Dirty Printer Accounting DragonFly comes with two programs that can get you set up with simple periodic accounting right away. They are the text filter lpf, described in section lpf: a Text Filter, and pac(8), a program to gather and total entries from printer accounting files. As mentioned in the section on filters (Filters), LPD starts the text and the conversion filters with the name of the accounting file to use on the filter command line. The filters can use this argument to know where to write an accounting file entry. The name of this file comes from the af capability in /etc/printcap, and if not specified as an absolute path, is relative to the spooling directory. LPD starts lpf with page width and length arguments (from the pw and pl capabilities). lpf uses these arguments to determine how much paper will be used. After sending the file to the printer, it then writes an accounting entry in the accounting file. The entries look like this: 2.00 rose:andy 3.00 rose:kelly 3.00 orchid:mary 5.00 orchid:mary 2.00 orchid:zhang You should use a separate accounting file for each printer, as lpf has no file locking logic built into it, and two lpfs might corrupt each other's entries if they were to write to the same file at the same time. An easy way to insure a separate accounting file for each printer is to use af=acct in /etc/printcap. Then, each accounting file will be in the spooling directory for a printer, in a file named acct. When you are ready to charge users for printouts, run the pac(8) program. Just change to the spooling directory for the printer you want to collect on and type pac. You will get a dollar-centric summary like the following: Login pages/feet runs price orchid:kelly 5.00 1 $ 0.10 orchid:mary 31.00 3 $ 0.62 orchid:zhang 9.00 1 $ 0.18 rose:andy 2.00 1 $ 0.04 rose:kelly 177.00 104 $ 3.54 rose:mary 87.00 32 $ 1.74 rose:root 26.00 12 $ 0.52 total 337.00 154 $ 6.74 These are the arguments pac(8) expects: -Pprinter Which printer to summarize. This option works only if there is an absolute path in the af capability in /etc/printcap. -c Sort the output by cost instead of alphabetically by user name. -m Ignore host name in the accounting files. With this option, user smith on host alpha is the same user smith on host gamma. Without, they are different users. -pprice Compute charges with price dollars per page or per foot instead of the price from the pc capability in /etc/printcap, or two cents (the default). You can specify price as a floating point number. -r Reverse the sort order. -s Make an accounting summary file and truncate the accounting file. name ... Print accounting information for the given user names only. In the default summary that pac(8) produces, you see the number of pages printed by each user from various hosts. If, at your site, host does not matter (because users can use any host), run pac -m, to produce the following summary: Login pages/feet runs price andy 2.00 1 $ 0.04 kelly 182.00 105 $ 3.64 mary 118.00 35 $ 2.36 root 26.00 12 $ 0.52 zhang 9.00 1 $ 0.18 total 337.00 154 $ 6.74 To compute the dollar amount due, pac(8) uses the pc capability in the /etc/printcap file (default of 200, or 2 cents per page). Specify, in hundredths of cents, the price per page or per foot you want to charge for printouts in this capability. You can override this value when you run pac(8) with the -p option. The units for the -p option are in dollars, though, not hundredths of cents. For example, # pac -p1.50 makes each page cost one dollar and fifty cents. You can really rake in the profits by using this option. Finally, running pac -s will save the summary information in a summary accounting file, which is named the same as the printer's accounting file, but with _sum appended to the name. It then truncates the accounting file. When you run pac(8) again, it rereads the summary file to get starting totals, then adds information from the regular accounting file. -------------------------------------------------------------- 11.4.5.2 How Can You Count Pages Printed? In order to perform even remotely accurate accounting, you need to be able to determine how much paper a job uses. This is the essential problem of printer accounting. For plain text jobs, the problem is not that hard to solve: you count how many lines are in a job and compare it to how many lines per page your printer supports. Do not forget to take into account backspaces in the file which overprint lines, or long logical lines that wrap onto one or more additional physical lines. The text filter lpf (introduced in lpf: a Text Filter) takes into account these things when it does accounting. If you are writing a text filter which needs to do accounting, you might want to examine lpf's source code. How do you handle other file formats, though? Well, for DVI-to-LaserJet or DVI-to-PostScript conversion, you can have your filter parse the diagnostic output of dvilj or dvips and look to see how many pages were converted. You might be able to do similar things with other file formats and conversion programs. But these methods suffer from the fact that the printer may not actually print all those pages. For example, it could jam, run out of toner, or explode--and the user would still get charged. So, what can you do? There is only one sure way to do accurate accounting. Get a printer that can tell you how much paper it uses, and attach it via a serial line or a network connection. Nearly all PostScript printers support this notion. Other makes and models do as well (networked Imagen laser printers, for example). Modify the filters for these printers to get the page usage after they print each job and have them log accounting information based on that value only. There is no line counting nor error-prone file examination required. Of course, you can always be generous and make all printouts free. -------------------------------------------------------------- 11.5 Using Printers This section tells you how to use printers you have set up with DragonFly. Here is an overview of the user-level commands: lpr(1) Print jobs lpq(1) Check printer queues lprm(1) Remove jobs from a printer's queue There is also an administrative command, lpc(8), described in the section Administering the LPD Spooler, used to control printers and their queues. All three of the commands lpr(1), lprm(1), and lpq(1) accept an option -P printer-name to specify on which printer/queue to operate, as listed in the /etc/printcap file. This enables you to submit, remove, and check on jobs for various printers. If you do not use the -P option, then these commands use the printer specified in the PRINTER environment variable. Finally, if you do not have a PRINTER environment variable, these commands default to the printer named lp. Hereafter, the terminology default printer means the printer named in the PRINTER environment variable, or the printer named lp when there is no PRINTER environment variable. -------------------------------------------------------------- 11.5.1 Printing Jobs To print files, type: % lpr filename ... This prints each of the listed files to the default printer. If you list no files, lpr(1) reads data to print from standard input. For example, this command prints some important system files: % lpr /etc/host.conf /etc/hosts.equiv To select a specific printer, type: % lpr -P printer-name filename ... This example prints a long listing of the current directory to the printer named rattan: % ls -l | lpr -P rattan Because no files were listed for the lpr(1) command, lpr read the data to print from standard input, which was the output of the ls -l command. The lpr(1) command can also accept a wide variety of options to control formatting, apply file conversions, generate multiple copies, and so forth. For more information, see the section Printing Options. -------------------------------------------------------------- 11.5.2 Checking Jobs When you print with lpr(1), the data you wish to print is put together in a package called a ``print job'', which is sent to the LPD spooling system. Each printer has a queue of jobs, and your job waits in that queue along with other jobs from yourself and from other users. The printer prints those jobs in a first-come, first-served order. To display the queue for the default printer, type lpq(1). For a specific printer, use the -P option. For example, the command % lpq -P bamboo shows the queue for the printer named bamboo. Here is an example of the output of the lpq command: bamboo is ready and printing Rank Owner Job Files Total Size active kelly 9 /etc/host.conf, /etc/hosts.equiv 88 bytes 2nd kelly 10 (standard input) 1635 bytes 3rd mary 11 ... 78519 bytes This shows three jobs in the queue for bamboo. The first job, submitted by user kelly, got assigned ``job number'' 9. Every job for a printer gets a unique job number. Most of the time you can ignore the job number, but you will need it if you want to cancel the job; see section Removing Jobs for details. Job number nine consists of two files; multiple files given on the lpr(1) command line are treated as part of a single job. It is the currently active job (note the word active under the ``Rank'' column), which means the printer should be currently printing that job. The second job consists of data passed as the standard input to the lpr(1) command. The third job came from user mary; it is a much larger job. The pathname of the file she is trying to print is too long to fit, so the lpq(1) command just shows three dots. The very first line of the output from lpq(1) is also useful: it tells what the printer is currently doing (or at least what LPD thinks the printer is doing). The lpq(1) command also support a -l option to generate a detailed long listing. Here is an example of lpq -l: waiting for bamboo to become ready (offline ?) kelly: 1st [job 009rose] /etc/host.conf 73 bytes /etc/hosts.equiv 15 bytes kelly: 2nd [job 010rose] (standard input) 1635 bytes mary: 3rd [job 011rose] /home/orchid/mary/research/venus/alpha-regio/mapping 78519 bytes -------------------------------------------------------------- 11.5.3 Removing Jobs If you change your mind about printing a job, you can remove the job from the queue with the lprm(1) command. Often, you can even use lprm(1) to remove an active job, but some or all of the job might still get printed. To remove a job from the default printer, first use lpq(1) to find the job number. Then type: % lprm job-number To remove the job from a specific printer, add the -P option. The following command removes job number 10 from the queue for the printer bamboo: % lprm -P bamboo 10 The lprm(1) command has a few shortcuts: lprm - Removes all jobs (for the default printer) belonging to you. lprm user Removes all jobs (for the default printer) belonging to user. The superuser can remove other users' jobs; you can remove only your own jobs. lprm With no job number, user name, or - appearing on the command line, lprm(1) removes the currently active job on the default printer, if it belongs to you. The superuser can remove any active job. Just use the -P option with the above shortcuts to operate on a specific printer instead of the default. For example, the following command removes all jobs for the current user in the queue for the printer named rattan: % lprm -P rattan - Note: If you are working in a networked environment, lprm(1) will let you remove jobs only from the host from which the jobs were submitted, even if the same printer is available from other hosts. The following command sequence demonstrates this: % lpr -P rattan myfile % rlogin orchid % lpq -P rattan Rank Owner Job Files Total Size active seeyan 12 ... 49123 bytes 2nd kelly 13 myfile 12 bytes % lprm -P rattan 13 rose: Permission denied % logout % lprm -P rattan 13 dfA013rose dequeued cfA013rose dequeued -------------------------------------------------------------- 11.5.4 Beyond Plain Text: Printing Options The lpr(1) command supports a number of options that control formatting text, converting graphic and other file formats, producing multiple copies, handling of the job, and more. This section describes the options. -------------------------------------------------------------- 11.5.4.1 Formatting and Conversion Options The following lpr(1) options control formatting of the files in the job. Use these options if the job does not contain plain text or if you want plain text formatted through the pr(1) utility. For example, the following command prints a DVI file (from the TeX typesetting system) named fish-report.dvi to the printer named bamboo: % lpr -P bamboo -d fish-report.dvi These options apply to every file in the job, so you cannot mix (say) DVI and ditroff files together in a job. Instead, submit the files as separate jobs, using a different conversion option for each job. Note: All of these options except -p and -T require conversion filters installed for the destination printer. For example, the -d option requires the DVI conversion filter. Section Conversion Filters gives details. -c Print cifplot files. -d Print DVI files. -f Print FORTRAN text files. -g Print plot data. -i number Indent the output by number columns; if you omit number, indent by 8 columns. This option works only with certain conversion filters. Note: Do not put any space between the -i and the number. -l Print literal text data, including control characters. -n Print ditroff (device independent troff) data. -p Format plain text with pr(1) before printing. See pr(1) for more information. -T title Use title on the pr(1) header instead of the file name. This option has effect only when used with the -p option. -t Print troff data. -v Print raster data. Here is an example: this command prints a nicely formatted version of the ls(1) manual page on the default printer: % zcat /usr/share/man/man1/ls.1.gz | troff -t -man | lpr -t The zcat(1) command uncompresses the source of the ls(1) manual page and passes it to the troff(1) command, which formats that source and makes GNU troff output and passes it to lpr(1), which submits the job to the LPD spooler. Because we used the -t option to lpr(1), the spooler will convert the GNU troff output into a format the default printer can understand when it prints the job. -------------------------------------------------------------- 11.5.4.2 Job Handling Options The following options to lpr(1) tell LPD to handle the job specially: -# copies Produce a number of copies of each file in the job instead of just one copy. An administrator may disable this option to reduce printer wear-and-tear and encourage photocopier usage. See section Restricting Multiple Copies. This example prints three copies of parser.c followed by three copies of parser.h to the default printer: % lpr -#3 parser.c parser.h -m Send mail after completing the print job. With this option, the LPD system will send mail to your account when it finishes handling your job. In its message, it will tell you if the job completed successfully or if there was an error, and (often) what the error was. -s Do not copy the files to the spooling directory, but make symbolic links to them instead. If you are printing a large job, you probably want to use this option. It saves space in the spooling directory (your job might overflow the free space on the filesystem where the spooling directory resides). It saves time as well since LPD will not have to copy each and every byte of your job to the spooling directory. There is a drawback, though: since LPD will refer to the original files directly, you cannot modify or remove them until they have been printed. Note: If you are printing to a remote printer, LPD will eventually have to copy files from the local host to the remote host, so the -s option will save space only on the local spooling directory, not the remote. It is still useful, though. -r Remove the files in the job after copying them to the spooling directory, or after printing them with the -s option. Be careful with this option! -------------------------------------------------------------- 11.5.4.3 Header Page Options These options to lpr(1) adjust the text that normally appears on a job's header page. If header pages are suppressed for the destination printer, these options have no effect. See section Header Pages for information about setting up header pages. -C text Replace the hostname on the header page with text. The hostname is normally the name of the host from which the job was submitted. -J text Replace the job name on the header page with text. The job name is normally the name of the first file of the job, or stdin if you are printing standard input. -h Do not print any header page. Note: At some sites, this option may have no effect due to the way header pages are generated. See Header Pages for details. -------------------------------------------------------------- 11.5.5 Administering Printers As an administrator for your printers, you have had to install, set up, and test them. Using the lpc(8) command, you can interact with your printers in yet more ways. With lpc(8), you can * Start and stop the printers * Enable and disable their queues * Rearrange the order of the jobs in each queue. First, a note about terminology: if a printer is stopped, it will not print anything in its queue. Users can still submit jobs, which will wait in the queue until the printer is started or the queue is cleared. If a queue is disabled, no user (except root) can submit jobs for the printer. An enabled queue allows jobs to be submitted. A printer can be started for a disabled queue, in which case it will continue to print jobs in the queue until the queue is empty. In general, you have to have root privileges to use the lpc(8) command. Ordinary users can use the lpc(8) command to get printer status and to restart a hung printer only. Here is a summary of the lpc(8) commands. Most of the commands take a printer-name argument to tell on which printer to operate. You can use all for the printer-name to mean all printers listed in /etc/printcap. abort printer-name Cancel the current job and stop the printer. Users can still submit jobs if the queue is enabled. clean printer-name Remove old files from the printer's spooling directory. Occasionally, the files that make up a job are not properly removed by LPD, particularly if there have been errors during printing or a lot of administrative activity. This command finds files that do not belong in the spooling directory and removes them. disable printer-name Disable queuing of new jobs. If the printer is running, it will continue to print any jobs remaining in the queue. The superuser (root) can always submit jobs, even to a disabled queue. This command is useful while you are testing a new printer or filter installation: disable the queue and submit jobs as root. Other users will not be able to submit jobs until you complete your testing and re-enable the queue with the enable command. down printer-name message Take a printer down. Equivalent to disable followed by stop. The message appears as the printer's status whenever a user checks the printer's queue with lpq(1) or status with lpc status. enable printer-name Enable the queue for a printer. Users can submit jobs but the printer will not print anything until it is started. help command-name Print help on the command command-name. With no command-name, print a summary of the commands available. restart printer-name Start the printer. Ordinary users can use this command if some extraordinary circumstance hangs LPD, but they cannot start a printer stopped with either the stop or down commands. The restart command is equivalent to abort followed by start. start printer-name Start the printer. The printer will print jobs in its queue. stop printer-name Stop the printer. The printer will finish the current job and will not print anything else in its queue. Even though the printer is stopped, users can still submit jobs to an enabled queue. topq printer-name job-or-username Rearrange the queue for printer-name by placing the jobs with the listed job numbers or the jobs belonging to username at the top of the queue. For this command, you cannot use all as the printer-name. up printer-name Bring a printer up; the opposite of the down command. Equivalent to start followed by enable. lpc(8) accepts the above commands on the command line. If you do not enter any commands, lpc(8) enters an interactive mode, where you can enter commands until you type exit, quit, or end-of-file. -------------------------------------------------------------- 11.6 Alternatives to the Standard Spooler If you have been reading straight through this manual, by now you have learned just about everything there is to know about the LPD spooling system that comes with DragonFly. You can probably appreciate many of its shortcomings, which naturally leads to the question: ``What other spooling systems are out there (and work with DragonFly)?'' LPRng LPRng, which purportedly means ``LPR: the Next Generation'' is a complete rewrite of PLP. Patrick Powell and Justin Mason (the principal maintainer of PLP) collaborated to make LPRng. The main site for LPRng is http://www.lprng.org/. CUPS CUPS, the Common UNIX Printing System, provides a portable printing layer for UNIX-based operating systems. It has been developed by Easy Software Products to promote a standard printing solution for all UNIX vendors and users. CUPS uses the Internet Printing Protocol (IPP) as the basis for managing print jobs and queues. The Line Printer Daemon (LPD) Server Message Block (SMB), and AppSocket (a.k.a. JetDirect) protocols are also supported with reduced functionality. CUPS adds network printer browsing and PostScript Printer Description (PPD) based printing options to support real-world printing under UNIX. The main site for CUPS is http://www.cups.org/. -------------------------------------------------------------- 11.7 Troubleshooting After performing the simple test with lptest(1), you might have gotten one of the following results instead of the correct printout: It worked, after awhile; or, it did not eject a full sheet. The printer printed the above, but it sat for awhile and did nothing. In fact, you might have needed to press a PRINT REMAINING or FORM FEED button on the printer to get any results to appear. If this is the case, the printer was probably waiting to see if there was any more data for your job before it printed anything. To fix this problem, you can have the text filter send a FORM FEED character (or whatever is necessary) to the printer. This is usually sufficient to have the printer immediately print any text remaining in its internal buffer. It is also useful to make sure each print job ends on a full sheet, so the next job does not start somewhere on the middle of the last page of the previous job. The following replacement for the shell script /usr/local/libexec/if-simple prints a form feed after it sends the job to the printer: #!/bin/sh # # if-simple - Simple text input filter for lpd # Installed in /usr/local/libexec/if-simple # # Simply copies stdin to stdout. Ignores all filter arguments. # Writes a form feed character (\f) after printing job. /bin/cat && printf "\f" && exit 0 exit 2 It produced the ``staircase effect.'' You got the following on paper: !"#$%&'()*+,-./01234 "#$%&'()*+,-./012345 #$%&'()*+,-./0123456 You have become another victim of the staircase effect, caused by conflicting interpretations of what characters should indicate a new line. UNIX style operating systems use a single character: ASCII code 10, the line feed (LF). MS-DOS, OS/2(R), and others uses a pair of characters, ASCII code 10 and ASCII code 13 (the carriage return or CR). Many printers use the MS-DOS convention for representing new-lines. When you print with DragonFly, your text used just the line feed character. The printer, upon seeing a line feed character, advanced the paper one line, but maintained the same horizontal position on the page for the next character to print. That is what the carriage return is for: to move the location of the next character to print to the left edge of the paper. Here is what DragonFly wants your printer to do: Printer received CR Printer prints CR Printer received LF Printer prints CR + LF Here are some ways to achieve this: * Use the printer's configuration switches or control panel to alter its interpretation of these characters. Check your printer's manual to find out how to do this. Note: If you boot your system into other operating systems besides DragonFly, you may have to reconfigure the printer to use a an interpretation for CR and LF characters that those other operating systems use. You might prefer one of the other solutions, below. * Have DragonFly's serial line driver automatically convert LF to CR+LF. Of course, this works with printers on serial ports only. To enable this feature, use the ms# capability and set the onlcr mode in the /etc/printcap file for the printer. * Send an escape code to the printer to have it temporarily treat LF characters differently. Consult your printer's manual for escape codes that your printer might support. When you find the proper escape code, modify the text filter to send the code first, then send the print job. Here is an example text filter for printers that understand the Hewlett-Packard PCL escape codes. This filter makes the printer treat LF characters as a LF and CR; then it sends the job; then it sends a form feed to eject the last page of the job. It should work with nearly all Hewlett Packard printers. #!/bin/sh # # hpif - Simple text input filter for lpd for HP-PCL based printers # Installed in /usr/local/libexec/hpif # # Simply copies stdin to stdout. Ignores all filter arguments. # Tells printer to treat LF as CR+LF. Ejects the page when done. printf "\033&k2G" && cat && printf "\033&l0H" && exit 0 exit 2 Here is an example /etc/printcap from a host called orchid. It has a single printer attached to its first parallel port, a Hewlett Packard LaserJet 3Si named teak. It is using the above script as its text filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sh:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif: It overprinted each line. The printer never advanced a line. All of the lines of text were printed on top of each other on one line. This problem is the ``opposite'' of the staircase effect, described above, and is much rarer. Somewhere, the LF characters that DragonFly uses to end a line are being treated as CR characters to return the print location to the left edge of the paper, but not also down a line. Use the printer's configuration switches or control panel to enforce the following interpretation of LF and CR characters: Printer receives Printer prints CR CR LF CR + LF The printer lost characters. While printing, the printer did not print a few characters in each line. The problem might have gotten worse as the printer ran, losing more and more characters. The problem is that the printer cannot keep up with the speed at which the computer sends data over a serial line (this problem should not occur with printers on parallel ports). There are two ways to overcome the problem: * If the printer supports XON/XOFF flow control, have DragonFly use it by specifying the ixon mode in the ms# capability. * If the printer supports carrier flow control, specify the crtscts mode in the ms# capability. Make sure the cable connecting the printer to the computer is correctly wired for carrier flow control. It printed garbage. The printer printed what appeared to be random garbage, but not the desired text. This is usually another symptom of incorrect communications parameters with a serial printer. Double-check the bps rate in the br capability, and the parity setting in the ms# capability; make sure the printer is using the same settings as specified in the /etc/printcap file. Nothing happened. If nothing happened, the problem is probably within DragonFly and not the hardware. Add the log file (lf) capability to the entry for the printer you are debugging in the /etc/printcap file. For example, here is the entry for rattan, with the lf capability: rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple:\ :lf=/var/log/rattan.log Then, try printing again. Check the log file (in our example, /var/log/rattan.log) to see any error messages that might appear. Based on the messages you see, try to correct the problem. If you do not specify a lf capability, LPD uses /dev/console as a default. -------------------------------------------------------------- Chapter 12 Storage 12.1 Synopsis This chapter covers the use of disks in DragonFly. This includes memory-backed disks, network-attached disks, and standard SCSI/IDE storage devices. After reading this chapter, you will know: * The terminology DragonFly uses to describe the organization of data on a physical disk (partitions and slices). * How to add additional hard disks to your system. * How to set up virtual file systems, such as memory disks. * How to use quotas to limit disk space usage. * How to encrypt disks to secure them against attackers. * How to create and burn CDs and DVDs on DragonFly. * The various storage media options for backups. * How to use backup programs available under DragonFly. * How to backup to floppy disks. * What snapshots are and how to use them efficiently. -------------------------------------------------------------- 12.2 Device Names The following is a list of physical storage devices supported in DragonFly, and the device names associated with them. Table 12-1. Physical Disk Naming Conventions +----------------------------------------------------------------+ | Drive type | Drive device name | |--------------------------+-------------------------------------| | IDE hard drives | ad | |--------------------------+-------------------------------------| | IDE CDROM drives | acd | |--------------------------+-------------------------------------| | SCSI hard drives and USB | da | | Mass storage devices | | |--------------------------+-------------------------------------| | SCSI CDROM drives | cd | |--------------------------+-------------------------------------| | Assorted non-standard | mcd for Mitsumi CD-ROM, scd for | | CDROM drives | Sony CD-ROM, | |--------------------------+-------------------------------------| | Floppy drives | fd | |--------------------------+-------------------------------------| | SCSI tape drives | sa | |--------------------------+-------------------------------------| | IDE tape drives | ast | |--------------------------+-------------------------------------| | Flash drives | fla for DiskOnChip(R) Flash device | |--------------------------+-------------------------------------| | | aacd for Adaptec(R) AdvancedRAID, | | | mlxd and mlyd for Mylex(R), amrd | | RAID drives | for AMI MegaRAID(R), idad for | | | Compaq Smart RAID, twed for | | | 3ware(R) RAID. | +----------------------------------------------------------------+ -------------------------------------------------------------- 12.3 Adding Disks Originally contributed by David O'Brien. Lets say we want to add a new SCSI disk to a machine that currently only has a single drive. First turn off the computer and install the drive in the computer following the instructions of the computer, controller, and drive manufacturer. Due to the wide variations of procedures to do this, the details are beyond the scope of this document. Login as user root. After you have installed the drive, inspect /var/run/dmesg.boot to ensure the new disk was found. Continuing with our example, the newly added drive will be da1 and we want to mount it on /1 (if you are adding an IDE drive, the device name will be ad1). Because DragonFly runs on IBM-PC compatible computers, it must take into account the PC BIOS partitions. These are different from the traditional BSD partitions. A PC disk has up to four BIOS partition entries. If the disk is going to be truly dedicated to DragonFly, you can use the dedicated mode. Otherwise, DragonFly will have to live within one of the PC BIOS partitions. DragonFly calls the PC BIOS partitions slices so as not to confuse them with traditional BSD partitions. You may also use slices on a disk that is dedicated to DragonFly, but used in a computer that also has another operating system installed. This is to not confuse the fdisk utility of the other operating system. In the slice case the drive will be added as /dev/da1s1e. This is read as: SCSI disk, unit number 1 (second SCSI disk), slice 1 (PC BIOS partition 1), and e BSD partition. In the dedicated case, the drive will be added simply as /dev/da1e. -------------------------------------------------------------- 12.3.1 Using Command Line Utilities 12.3.1.1 Using Slices This setup will allow your disk to work correctly with other operating systems that might be installed on your computer and will not confuse other operating systems' fdisk utilities. It is recommended to use this method for new disk installs. Only use dedicated mode if you have a good reason to do so! # dd if=/dev/zero of=/dev/da1 bs=1k count=1 # fdisk -BI da1 #Initialize your new disk # disklabel -B -w -r da1s1 auto #Label it. # disklabel -e da1s1 # Edit the disklabel just created and add any partitions. # mkdir -p /1 # newfs /dev/da1s1e # Repeat this for every partition you created. # mount /dev/da1s1e /1 # Mount the partition(s) # vi /etc/fstab # Add the appropriate entry/entries to your /etc/fstab. If you have an IDE disk, substitute ad for da. -------------------------------------------------------------- 12.3.1.2 Dedicated If you will not be sharing the new drive with another operating system, you may use the dedicated mode. Remember this mode can confuse Microsoft operating systems; however, no damage will be done by them. IBM's OS/2 however, will ``appropriate'' any partition it finds which it does not understand. # dd if=/dev/zero of=/dev/da1 bs=1k count=1 # disklabel -Brw da1 auto # disklabel -e da1 # create the `e' partition # newfs -d0 /dev/da1e # mkdir -p /1 # vi /etc/fstab # add an entry for /dev/da1e # mount /1 An alternate method is: # dd if=/dev/zero of=/dev/da1 count=2 # disklabel /dev/da1 | disklabel -BrR da1 /dev/stdin # newfs /dev/da1e # mkdir -p /1 # vi /etc/fstab # add an entry for /dev/da1e # mount /1 -------------------------------------------------------------- 12.4 RAID 12.4.1 Software RAID 12.4.1.1 Concatenated Disk Driver (CCD) Configuration Original work by Christopher Shumway. Revised by Jim Brown. When choosing a mass storage solution the most important factors to consider are speed, reliability, and cost. It is rare to have all three in balance; normally a fast, reliable mass storage device is expensive, and to cut back on cost either speed or reliability must be sacrificed. In designing the system described below, cost was chosen as the most important factor, followed by speed, then reliability. Data transfer speed for this system is ultimately constrained by the network. And while reliability is very important, the CCD drive described below serves online data that is already fully backed up on CD-R's and can easily be replaced. Defining your own requirements is the first step in choosing a mass storage solution. If your requirements prefer speed or reliability over cost, your solution will differ from the system described in this section. -------------------------------------------------------------- 12.4.1.1.1 Installing the Hardware In addition to the IDE system disk, three Western Digital 30GB, 5400 RPM IDE disks form the core of the CCD disk described below providing approximately 90GB of online storage. Ideally, each IDE disk would have its own IDE controller and cable, but to minimize cost, additional IDE controllers were not used. Instead the disks were configured with jumpers so that each IDE controller has one master, and one slave. Upon reboot, the system BIOS was configured to automatically detect the disks attached. More importantly, DragonFly detected them on reboot: ad0: 19574MB [39770/16/63] at ata0-master UDMA33 ad1: 29333MB [59598/16/63] at ata0-slave UDMA33 ad2: 29333MB [59598/16/63] at ata1-master UDMA33 ad3: 29333MB [59598/16/63] at ata1-slave UDMA33 Note: If DragonFly does not detect all the disks, ensure that you have jumpered them correctly. Most IDE drives also have a ``Cable Select'' jumper. This is not the jumper for the master/slave relationship. Consult the drive documentation for help in identifying the correct jumper. Next, consider how to attach them as part of the file system. You should research both vinum(8) (Chapter 13) and ccd(4). In this particular configuration, ccd(4) was chosen. -------------------------------------------------------------- 12.4.1.1.2 Setting Up the CCD The driver ccd(4) allows you to take several identical disks and concatenate them into one logical file system. In order to use ccd(4), you need a kernel with ccd(4) support built in. Add this line to your kernel configuration file, rebuild, and reinstall the kernel: pseudo-device ccd 4 The ccd(4) support can also be loaded as a kernel loadable module. To set up ccd(4), you must first use disklabel(8) to label the disks: disklabel -r -w ad1 auto disklabel -r -w ad2 auto disklabel -r -w ad3 auto This creates a disklabel for ad1c, ad2c and ad3c that spans the entire disk. The next step is to change the disk label type. You can use disklabel(8) to edit the disks: disklabel -e ad1 disklabel -e ad2 disklabel -e ad3 This opens up the current disk label on each disk with the editor specified by the EDITOR environment variable, typically vi(1). An unmodified disk label will look something like this: 16 partitions: # size offset fstype [fsize bsize bps/cpg] c: 60074784 0 unused 0 0 0 # (Cyl. 0 - 59597) Add a new e partition for ccd(4) to use. This can usually be copied from the c partition, but the fstype must be 4.2BSD. The disk label should now look something like this: 16 partitions: # size offset fstype [fsize bsize bps/cpg] c: 60074784 0 unused 0 0 0 # (Cyl. 0 - 59597) e: 60074784 0 4.2BSD 0 0 0 # (Cyl. 0 - 59597) -------------------------------------------------------------- 12.4.1.1.3 Building the File System The device node for ccd0c may not exist yet, so to create it, perform the following commands: cd /dev sh MAKEDEV ccd0 Now that you have all of the disks labeled, you must build the ccd(4). To do that, use ccdconfig(8), with options similar to the following: ccdconfig ccd0(1) 32(2) 0(3) /dev/ad1e(4) /dev/ad2e /dev/ad3e The use and meaning of each option is shown below: (1) The first argument is the device to configure, in this case, /dev/ccd0c. The /dev/ portion is optional. (2) The interleave for the file system. The interleave defines the size of a stripe in disk blocks, each normally 512 bytes. So, an interleave of 32 would be 16,384 bytes. (3) Flags for ccdconfig(8). If you want to enable drive mirroring, you can specify a flag here. This configuration does not provide mirroring for ccd(4), so it is set at 0 (zero). (4) The final arguments to ccdconfig(8) are the devices to place into the array. Use the complete pathname for each device. After running ccdconfig(8) the ccd(4) is configured. A file system can be installed. Refer to newfs(8) for options, or simply run: newfs /dev/ccd0c -------------------------------------------------------------- 12.4.1.1.4 Making it All Automatic Generally, you will want to mount the ccd(4) upon each reboot. To do this, you must configure it first. Write out your current configuration to /etc/ccd.conf using the following command: ccdconfig -g > /etc/ccd.conf During reboot, the script /etc/rc runs ccdconfig -C if /etc/ccd.conf exists. This automatically configures the ccd(4) so it can be mounted. Note: If you are booting into single user mode, before you can mount(8) the ccd(4), you need to issue the following command to configure the array: ccdconfig -C To automatically mount the ccd(4), place an entry for the ccd(4) in /etc/fstab so it will be mounted at boot time: /dev/ccd0c /media ufs rw 2 2 -------------------------------------------------------------- 12.4.1.2 The Vinum Volume Manager The Vinum Volume Manager is a block device driver which implements virtual disk drives. It isolates disk hardware from the block device interface and maps data in ways which result in an increase in flexibility, performance and reliability compared to the traditional slice view of disk storage. vinum(8) implements the RAID-0, RAID-1 and RAID-5 models, both individually and in combination. See Chapter 13 for more information about vinum(8). -------------------------------------------------------------- 12.4.2 Hardware RAID DragonFly also supports a variety of hardware RAID controllers. These devices control a RAID subsystem without the need for DragonFly specific software to manage the array. Using an on-card BIOS, the card controls most of the disk operations itself. The following is a brief setup description using a Promise IDE RAID controller. When this card is installed and the system is started up, it displays a prompt requesting information. Follow the instructions to enter the card's setup screen. From here, you have the ability to combine all the attached drives. After doing so, the disk(s) will look like a single drive to DragonFly. Other RAID levels can be set up accordingly. -------------------------------------------------------------- 12.4.3 Rebuilding ATA RAID1 Arrays DragonFly allows you to hot-replace a failed disk in an array. This requires that you catch it before you reboot. You will probably see something like the following in /var/log/messages or in the dmesg(8) output: ad6 on monster1 suffered a hard error. ad6: READ command timeout tag=0 serv=0 - resetting ad6: trying fallback to PIO mode ata3: resetting devices .. done ad6: hard error reading fsbn 1116119 of 0-7 (ad6 bn 1116119; cn 1107 tn 4 sn 11) status=59 error=40 ar0: WARNING - mirror lost Using atacontrol(8), check for further information: # atacontrol list ATA channel 0: Master: no device present Slave: acd0 ATA/ATAPI rev 0 ATA channel 1: Master: no device present Slave: no device present ATA channel 2: Master: ad4 ATA/ATAPI rev 5 Slave: no device present ATA channel 3: Master: ad6 ATA/ATAPI rev 5 Slave: no device present # atacontrol status ar0 ar0: ATA RAID1 subdisks: ad4 ad6 status: DEGRADED 1. You will first need to detach the disk from the array so that you can safely remove it: # atacontrol detach 3 2. Replace the disk. 3. Reattach the disk as a spare: # atacontrol attach 3 Master: ad6 ATA/ATAPI rev 5 Slave: no device present 4. Rebuild the array: # atacontrol rebuild ar0 5. The rebuild command hangs until complete. However, it is possible to open another terminal (using Alt+Fn) and check on the progress by issuing the following command: # dmesg | tail -10 [output removed] ad6: removed from configuration ad6: deleted from ar0 disk1 ad6: inserted into ar0 disk1 as spare # atacontrol status ar0 ar0: ATA RAID1 subdisks: ad4 ad6 status: REBUILDING 0% completed 6. Wait until this operation completes. -------------------------------------------------------------- 12.5 Creating and Using Optical Media (CDs) Contributed by Mike Meyer. -------------------------------------------------------------- 12.5.1 Introduction CDs have a number of features that differentiate them from conventional disks. Initially, they were not writable by the user. They are designed so that they can be read continuously without delays to move the head between tracks. They are also much easier to transport between systems than similarly sized media were at the time. CDs do have tracks, but this refers to a section of data to be read continuously and not a physical property of the disk. To produce a CD on DragonFly, you prepare the data files that are going to make up the tracks on the CD, then write the tracks to the CD. The ISO 9660 file system was designed to deal with these differences. It unfortunately codifies file system limits that were common then. Fortunately, it provides an extension mechanism that allows properly written CDs to exceed those limits while still working with systems that do not support those extensions. The sysutils/mkisofs program is used to produce a data file containing an ISO 9660 file system. It has options that support various extensions, and is described below. It is installed by default. Which tool to use to burn the CD depends on whether your CD burner is ATAPI or something else. ATAPI CD burners use the burncd program that is part of the base system. SCSI and USB CD burners should use cdrecord from the sysutils/cdrtools port. burncd has a limited number of supported drives. To find out if a drive is supported, see the CD-R/RW supported drives list. Note: It ispossible to use cdrecord and other tools for SCSI drives on an ATAPI hardware with the ATAPI/CAM module. -------------------------------------------------------------- 12.5.2 mkisofs sysutils/mkisofs produces an ISO 9660 file system that is an image of a directory tree in the UNIX file system name space. The simplest usage is: # mkisofs -o imagefile.iso /path/to/tree This command will create an imagefile.iso containing an ISO 9660 file system that is a copy of the tree at /path/to/tree. In the process, it will map the file names to names that fit the limitations of the standard ISO 9660 file system, and will exclude files that have names uncharacteristic of ISO file systems. A number of options are available to overcome those restrictions. In particular, -R enables the Rock Ridge extensions common to UNIX systems, -J enables Joliet extensions used by Microsoft systems, and -hfs can be used to create HFS file systems used by Mac OS. For CDs that are going to be used only on DragonFly systems, -U can be used to disable all filename restrictions. When used with -R, it produces a file system image that is identical to the DragonFly tree you started from, though it may violate the ISO 9660 standard in a number of ways. The last option of general use is -b. This is used to specify the location of the boot image for use in producing an ``El Torito'' bootable CD. This option takes an argument which is the path to a boot image from the top of the tree being written to the CD. So, given that /tmp/myboot holds a bootable DragonFly system with the boot image in /tmp/myboot/boot/cdboot, you could produce the image of an ISO 9660 file system in /tmp/bootable.iso like so: # mkisofs -U -R -b boot/cdboot -o /tmp/bootable.iso /tmp/myboot Having done that, if you have vn configured in your kernel, you can mount the file system with: # vnconfig -e vn0c /tmp/bootable.iso # mount -t cd9660 /dev/vn0c /mnt At which point you can verify that /mnt and /tmp/myboot are identical. There are many other options you can use with sysutils/mkisofs to fine-tune its behavior. In particular: modifications to an ISO 9660 layout and the creation of Joliet and HFS discs. See the mkisofs(8) manual page for details. -------------------------------------------------------------- 12.5.3 burncd If you have an ATAPI CD burner, you can use the burncd command to burn an ISO image onto a CD. burncd is part of the base system, installed as /usr/sbin/burncd. Usage is very simple, as it has few options: # burncd -f cddevice data imagefile.iso fixate Will burn a copy of imagefile.iso on cddevice. The default device is /dev/acd0c. See burncd(8) for options to set the write speed, eject the CD after burning, and write audio data. -------------------------------------------------------------- 12.5.4 cdrecord If you do not have an ATAPI CD burner, you will have to use cdrecord to burn your CDs. cdrecord is not part of the base system; you must install it from either the port at sysutils/cdrtools or the appropriate package. Changes to the base system can cause binary versions of this program to fail, possibly resulting in a ``coaster''. You should therefore either upgrade the port when you upgrade your system. While cdrecord has many options, basic usage is even simpler than burncd. Burning an ISO 9660 image is done with: # cdrecord dev=device imagefile.iso The tricky part of using cdrecord is finding the dev to use. To find the proper setting, use the -scanbus flag of cdrecord, which might produce results like this: # cdrecord -scanbus Cdrecord 1.9 (i386-unknown-freebsd4.2) Copyright (C) 1995-2000 Jo:rg Schilling Using libscg version 'schily-0.1' scsibus0: 0,0,0 0) 'SEAGATE ' 'ST39236LW ' '0004' Disk 0,1,0 1) 'SEAGATE ' 'ST39173W ' '5958' Disk 0,2,0 2) * 0,3,0 3) 'iomega ' 'jaz 1GB ' 'J.86' Removable Disk 0,4,0 4) 'NEC ' 'CD-ROM DRIVE:466' '1.26' Removable CD-ROM 0,5,0 5) * 0,6,0 6) * 0,7,0 7) * scsibus1: 1,0,0 100) * 1,1,0 101) * 1,2,0 102) * 1,3,0 103) * 1,4,0 104) * 1,5,0 105) 'YAMAHA ' 'CRW4260 ' '1.0q' Removable CD-ROM 1,6,0 106) 'ARTEC ' 'AM12S ' '1.06' Scanner 1,7,0 107) * This lists the appropriate dev value for the devices on the list. Locate your CD burner, and use the three numbers separated by commas as the value for dev. In this case, the CRW device is 1,5,0, so the appropriate input would be dev=1,5,0. There are easier ways to specify this value; see cdrecord(1) for details. That is also the place to look for information on writing audio tracks, controlling the speed, and other things. -------------------------------------------------------------- 12.5.5 Duplicating Audio CDs You can duplicate an audio CD by extracting the audio data from the CD to a series of files, and then writing these files to a blank CD. The process is slightly different for ATAPI and SCSI drives. SCSI Drives 1. Use cdda2wav to extract the audio. % cdda2wav -v255 -D2,0 -B -Owav 2. Use cdrecord to write the .wav files. % cdrecord -v dev=2,0 -dao -useinfo *.wav Make sure that 2.0 is set appropriately, as described in Section 12.5.4. ATAPI Drives 1. The ATAPI CD driver makes each track available as /dev/acddtnn, where d is the drive number, and nn is the track number written with two decimal digits, prefixed with zero as needed. So the first track on the first disk is /dev/acd0t01, the second is /dev/acd0t02, the third is /dev/acd0t03, and so on. Make sure the appropriate files exist in /dev. # cd /dev # sh MAKEDEV acd0t99 2. Extract each track using dd(1). You must also use a specific block size when extracting the files. # dd if=/dev/acd0t01 of=track1.cdr bs=2352 # dd if=/dev/acd0t02 of=track2.cdr bs=2352 ... 3. Burn the extracted files to disk using burncd. You must specify that these are audio files, and that burncd should fixate the disk when finished. # burncd -f /dev/acd0c audio track1.cdr track2.cdr ... fixate -------------------------------------------------------------- 12.5.6 Duplicating Data CDs You can copy a data CD to a image file that is functionally equivalent to the image file created with sysutils/mkisofs, and you can use it to duplicate any data CD. The example given here assumes that your CDROM device is acd0c. Substitute your correct CDROM device. A c must be appended to the end of the device name to indicate the entire partition or, in the case of CDROMs, the entire disc. # dd if=/dev/acd0c of=file.iso bs=2048 Now that you have an image, you can burn it to CD as described above. -------------------------------------------------------------- 12.5.7 Using Data CDs Now that you have created a standard data CDROM, you probably want to mount it and read the data on it. By default, mount(8) assumes that a file system is of type ufs. If you try something like: # mount /dev/cd0 /mnt you will get a complaint about ``Incorrect super block'', and no mount. The CDROM is not a UFS file system, so attempts to mount it as such will fail. You just need to tell mount(8) that the file system is of type ISO9660, and everything will work. You do this by specifying the -t cd9660 option mount(8). For example, if you want to mount the CDROM device, /dev/cd0, under /mnt, you would execute: # mount -t cd9660 /dev/cd0 /mnt Note that your device name (/dev/cd0 in this example) could be different, depending on the interface your CDROM uses. Also, the -t cd9660 option just executes mount_cd9660(8). The above example could be shortened to: # mount_cd9660 /dev/cd0 /mnt You can generally use data CDROMs from any vendor in this way. Disks with certain ISO 9660 extensions might behave oddly, however. For example, Joliet disks store all filenames in two-byte Unicode characters. The DragonFly kernel does not speak Unicode (yet!), so non-English characters show up as question marks. (The CD9660 driver includes hooks to load an appropriate Unicode conversion table on the fly. Modules for some of the common encodings are available via the sysutils/cd9660_unicode port.) Occasionally, you might get ``Device not configured'' when trying to mount a CDROM. This usually means that the CDROM drive thinks that there is no disk in the tray, or that the drive is not visible on the bus. It can take a couple of seconds for a CDROM drive to realize that it has been fed, so be patient. Sometimes, a SCSI CDROM may be missed because it did not have enough time to answer the bus reset. If you have a SCSI CDROM please add the following option to your kernel configuration and rebuild your kernel. options SCSI_DELAY=15000 This tells your SCSI bus to pause 15 seconds during boot, to give your CDROM drive every possible chance to answer the bus reset. -------------------------------------------------------------- 12.5.8 Burning Raw Data CDs You can choose to burn a file directly to CD, without creating an ISO 9660 file system. Some people do this for backup purposes. This runs more quickly than burning a standard CD: # burncd -f /dev/acd1 -s 12 data archive.tar.gz fixate In order to retrieve the data burned to such a CD, you must read data from the raw device node: # tar xzvf /dev/acd1 You cannot mount this disk as you would a normal CDROM. Such a CDROM cannot be read under any operating system except DragonFly. If you want to be able to mount the CD, or share data with another operating system, you must use sysutils/mkisofs as described above. -------------------------------------------------------------- 12.5.9 Using the ATAPI/CAM Driver Contributed by Marc Fonvieille. This driver allows ATAPI devices (CD-ROM, CD-RW, DVD drives etc...) to be accessed through the SCSI subsystem, and so allows the use of applications like sysutils/cdrdao or cdrecord(1). To use this driver, you will need to add the following lines to your kernel configuration file: device atapicam device scbus device cd device pass You also need the following line in your kernel configuration file: device ata which should already be present. Then rebuild, install your new kernel, and reboot your machine. During the boot process, your burner should show up, like so: acd0: CD-RW at ata1-master PIO4 cd0 at ata1 bus 0 target 0 lun 0 cd0: Removable CD-ROM SCSI-0 device cd0: 16.000MB/s transfers cd0: Attempt to query device size failed: NOT READY, Medium not present - tray closed The drive could now be accessed via the /dev/cd0 device name, for example to mount a CD-ROM on /mnt, just type the following: # mount -t cd9660 /dev/cd0 /mnt As root, you can run the following command to get the SCSI address of the burner: # camcontrol devlist at scbus1 target 0 lun 0 (pass0,cd0) So 1,0,0 will be the SCSI address to use with cdrecord(1) and other SCSI application. For more information about ATAPI/CAM and SCSI system, refer to the atapicam(4) and cam(4) manual pages. -------------------------------------------------------------- 12.6 Creating and Using Optical Media (DVDs) Contributed by Marc Fonvieille. With inputs from Andy Polyakov. -------------------------------------------------------------- 12.6.1 Introduction Compared to the CD, the DVD is the next generation of optical media storage technology. The DVD can hold more data than any CD and is nowadays the standard for video publishing. Five physical recordable formats can be defined for what we will call a recordable DVD: * DVD-R: This was the first DVD recordable format available. The DVD-R standard is defined by the DVD Forum. This format is write once. * DVD-RW: This is the rewriteable version of the DVD-R standard. A DVD-RW can be rewritten about 1000 times. * DVD-RAM: This is also a rewriteable format supported by the DVD Forum. A DVD-RAM can be seen as a removable hard drive. However, this media is not compatible with most DVD-ROM drives and DVD-Video players; only a few DVD writers support the DVD-RAM format. * DVD+RW: This is a rewriteable format defined by the DVD+RW Alliance. A DVD+RW can be rewritten about 1000 times. * DVD+R: This format is the write once variation of the DVD+RW format. A single layer recordable DVD can hold up to 4,700,000,000 bytes which is actually 4.38 GB or 4485 MB (1 kilobyte is 1024 bytes). Note: A distinction must be made between the physical media and the application. For example, a DVD-Video is a specific file layout that can be written on any recordable DVD physical media: DVD-R, DVD+R, DVD-RW etc. Before choosing the type of media, you must be sure that both the burner and the DVD-Video player (a standalone player or a DVD-ROM drive on a computer) are compatible with the media under consideration. -------------------------------------------------------------- 12.6.2 Configuration The program growisofs(1) will be used to perform DVD recording. This command is part of the dvd+rw-tools utilities (sysutils/dvd+rw-tools). The dvd+rw-tools support all DVD media types. These tools use the SCSI subsystem to access to the devices, therefore the ATAPI/CAM support must be added to your kernel. You also have to enable DMA access for ATAPI devices, this can be done in adding the following line to the /boot/loader.conf file: hw.ata.atapi_dma="1" Before attempting to use the dvd+rw-tools you should consult the dvd+rw-tools' hardware compatibility notes for any information related to your DVD burner. -------------------------------------------------------------- 12.6.3 Burning Data DVDs The growisofs(1) command is a frontend to mkisofs, it will invoke mkisofs(8) to create the file system layout and will perform the write on the DVD. This means you do not need to create an image of the data before the burning process. To burn onto a DVD+R or a DVD-R the data from the /path/to/data directory, use the following command: # growisofs -dvd-compat -Z /dev/cd0 -J -R /path/to/data The options -J -R are passed to mkisofs(8) for the file system creation (in this case: an ISO 9660 file system with Joliet and Rock Ridge extensions), consult the mkisofs(8) manual page for more details. The option -Z is used for the initial session recording in any case: multiple sessions or not. The DVD device, /dev/cd0, must be changed according to your configuration. The -dvd-compat parameter will close the disk, the recording will be unappendable. In return this should provide better media compatibility with DVD-ROM drives. It is also possible to burn a pre-mastered image, for example to burn the image imagefile.iso, we will run: # growisofs -dvd-compat -Z /dev/cd0=imagefile.iso The write speed should be detected and automatically set according to the media and the drive being used. If you want to force the write speed, use the -speed= parameter. For more information, read the growisofs(1) manual page. -------------------------------------------------------------- 12.6.4 Burning a DVD-Video A DVD-Video is a specific file layout based on ISO 9660 and the micro-UDF (M-UDF) specifications. The DVD-Video also presents a specific data structure hierarchy, it is the reason why you need a particular program such as multimedia/dvdauthor to author the DVD. If you already have an image of the DVD-Video file system, just burn it in the same way as for any image, see the previous section for an example. If you have made the DVD authoring and the result is in, for example, the directory /path/to/video, the following command should be used to burn the DVD-Video: # growisofs -Z /dev/cd0 -dvd-video /path/to/video The -dvd-video option will be passed down to mkisofs(8) and will instruct it to create a DVD-Video file system layout. Beside this, the -dvd-video option implies -dvd-compat growisofs(1) option. -------------------------------------------------------------- 12.6.5 Using a DVD+RW Unlike CD-RW, a virgin DVD+RW needs to be formatted before first use. The growisofs(1) program will take care of it automatically whenever appropriate, which is the recommended way. However you can use the dvd+rw-format command to format the DVD+RW: # dvd+rw-format /dev/cd0 You need to perform this operation just once, keep in mind that only virgin DVD+RW medias need to be formatted. Then you can burn the DVD+RW in the way seen in previous sections. If you want to burn new data (burn a totally new file system not append some data) onto a DVD+RW, you do not need to blank it, you just have to write over the previous recording (in performing a new initial session), like this: # growisofs -Z /dev/cd0 -J -R /path/to/newdata DVD+RW format offers the possibility to easily append data to a previous recording. The operation consists in merging a new session to the existing one, it is not multisession writing, growisofs(1) will grow the ISO 9660 file system present on the media. For example, if we want to append data to our previous DVD+RW, we have to use the following: # growisofs -M /dev/cd0 -J -R /path/to/nextdata The same mkisofs(8) options we used to burn the initial session should be used during next writes. Note: You may want to use the -dvd-compat option if you want better media compatibility with DVD-ROM drives. In the DVD+RW case, this will not prevent you from adding data. If for any reason you really want to blank the media, do the following: # growisofs -Z /dev/cd0=/dev/zero -------------------------------------------------------------- 12.6.6 Using a DVD-RW A DVD-RW accepts two disc formats: the incremental sequential one and the restricted overwrite. By default DVD-RW discs are in sequential format. A virgin DVD-RW can be directly written without the need of a formatting operation, however a non-virgin DVD-RW in sequential format needs to be blanked before to be able to write a new initial session. To blank a DVD-RW in sequential mode, run: # dvd+rw-format -blank=full /dev/cd0 Note: A full blanking (-blank=full) will take about one hour on a 1x media. A fast blanking can be performed using the -blank option if the DVD-RW will be recorded in Disk-At-Once (DAO) mode. To burn the DVD-RW in DAO mode, use the command: # growisofs -use-the-force-luke=dao -Z /dev/cd0=imagefile.iso The -use-the-force-luke=dao option should not be required since growisofs(1) attempts to detect minimally (fast blanked) media and engage DAO write. In fact one should use restricted overwrite mode with any DVD-RW, this format is more flexible than the default incremental sequential one. To write data on a sequential DVD-RW, use the same instructions as for the other DVD formats: # growisofs -Z /dev/cd0 -J -R /path/to/data If you want to append some data to your previous recording, you will have to use the growisofs(1) -M option. However, if you perform data addition on a DVD-RW in incremental sequential mode, a new session will be created on the disc and the result will be a multi-session disc. A DVD-RW in restricted overwrite format does not need to be blanked before a new initial session, you just have to overwrite the disc with the -Z option, this is similar to the DVD+RW case. It is also possible to grow an existing ISO 9660 file system written on the disc in a same way as for a DVD+RW with the -M option. The result will be a one-session DVD. To put a DVD-RW in the restricted overwrite format, the following command must be used: # dvd+rw-format /dev/cd0 To change back to the sequential format use: # dvd+rw-format -blank=full /dev/cd0 -------------------------------------------------------------- 12.6.7 Multisession Very few DVD-ROM and DVD-Video players support multisession DVDs, they will most of time, hopefully, only read the first session. DVD+R, DVD-R and DVD-RW in sequential format can accept multiple sessions, the notion of multiple sessions does not exist for the DVD+RW and the DVD-RW restricted overwrite formats. Using the following command after an initial (non-closed) session on a DVD+R, DVD-R, or DVD-RW in sequential format, will add a new session to the disc: # growisofs -M /dev/cd0 -J -R /path/to/nextdata Using this command line with a DVD+RW or a DVD-RW in restricted overwrite mode, will append data in merging the new session to the existing one. The result will be a single-session disc. This is the way used to add data after an initial write on these medias. Note: Some space on the media is used between each session for end and start of sessions. Therefore, one should add sessions with large amount of data to optimize media space. The number of sessions is limited to 154 for a DVD+R and about 2000 for a DVD-R. -------------------------------------------------------------- 12.6.8 For More Information To obtain more information about a DVD, the dvd+rw-mediainfo /dev/cd0 command can be ran with the disc in the drive. More information about the dvd+rw-tools can be found in the growisofs(1) manual page, on the dvd+rw-tools web site and in the cdwrite mailing list archives. Note: The dvd+rw-mediainfo output of the resulting recording or the media with issues is mandatory for any problem report. Without this output, it will be quite impossible to help you. -------------------------------------------------------------- 12.7 Creating and Using Floppy Disks Original work by Julio Merino. Rewritten by Martin Karlsson. Storing data on floppy disks is sometimes useful, for example when one does not have any other removable storage media or when one needs to transfer small amounts of data to another computer. This section will explain how to use floppy disks in DragonFly. It will primarily cover formatting and usage of 3.5inch DOS floppies, but the concepts are similar for other floppy disk formats. -------------------------------------------------------------- 12.7.1 Formatting Floppies 12.7.1.1 The Device Floppy disks are accessed through entries in /dev, just like other devices. To access the raw floppy disk, one uses /dev/fdN, where N stands for the drive number, usually 0, or /dev/fdNX, where X stands for a letter. There are also /dev/fdN.size devices, where size is a floppy disk size in kilobytes. These entries are used at low-level format time to determine the disk size. 1440kB is the size that will be used in the following examples. Sometimes the entries under /dev will have to be (re)created. To do that, issue: # cd /dev && ./MAKEDEV "fd*" -------------------------------------------------------------- 12.7.1.2 Formatting A floppy disk needs to be low-level formated before it can be used. This is usually done by the vendor, but formatting is a good way to check media integrity. Although it is possible to force larger (or smaller) disk sizes, 1440kB is what most floppy disks are designed for. To low-level format the floppy disk you need to use fdformat(1). This utility expects the device name as an argument. Make note of any error messages, as these can help determine if the disk is good or bad. Use the /dev/fdN.size devices to format the floppy. Insert a new 3.5inch floppy disk in your drive and issue: # /usr/sbin/fdformat /dev/fd0.1440 -------------------------------------------------------------- 12.7.2 The Disk Label After low-level formatting the disk, you will need to place a disk label on it. This disk label will be destroyed later, but it is needed by the system to determine the size of the disk and its geometry later. The new disk label will take over the whole disk, and will contain all the proper information about the geometry of the floppy. The geometry values for the disk label are listed in /etc/disktab. You can run now disklabel(8) like so: # /sbin/disklabel -B -r -w /dev/fd0 fd1440 -------------------------------------------------------------- 12.7.3 The File System Now the floppy is ready to be high-level formated. This will place a new file system on it, which will let DragonFly read and write to the disk. After creating the new file system, the disk label is destroyed, so if you want to reformat the disk, you will have to recreate the disk label. The floppy's file system can be either UFS or FAT. FAT is generally a better choice for floppies. To put a new file system on the floppy, issue: # /sbin/newfs_msdos /dev/fd0 The disk is now ready for use. -------------------------------------------------------------- 12.7.4 Using the Floppy To use the floppy, mount it with mount_msdos(8). One can also use sysutils/mtools from pkgsrc. -------------------------------------------------------------- 12.8 Creating and Using Data Tapes The major tape media are the 4mm, 8mm, QIC, mini-cartridge and DLT. -------------------------------------------------------------- 12.8.1 4mm (DDS: Digital Data Storage) 4mm tapes are replacing QIC as the workstation backup media of choice. This trend accelerated greatly when Conner purchased Archive, a leading manufacturer of QIC drives, and then stopped production of QIC drives. 4mm drives are small and quiet but do not have the reputation for reliability that is enjoyed by 8mm drives. The cartridges are less expensive and smaller (3 x 2 x 0.5 inches, 76 x 51 x 12 mm) than 8mm cartridges. 4mm, like 8mm, has comparatively short head life for the same reason, both use helical scan. Data throughput on these drives starts ~150 kB/s, peaking at ~500 kB/s. Data capacity starts at 1.3 GB and ends at 2.0 GB. Hardware compression, available with most of these drives, approximately doubles the capacity. Multi-drive tape library units can have 6 drives in a single cabinet with automatic tape changing. Library capacities reach 240 GB. The DDS-3 standard now supports tape capacities up to 12 GB (or 24 GB compressed). 4mm drives, like 8mm drives, use helical-scan. All the benefits and drawbacks of helical-scan apply to both 4mm and 8mm drives. Tapes should be retired from use after 2,000 passes or 100 full backups. -------------------------------------------------------------- 12.8.2 8mm (Exabyte) 8mm tapes are the most common SCSI tape drives; they are the best choice of exchanging tapes. Nearly every site has an Exabyte 2 GB 8mm tape drive. 8mm drives are reliable, convenient and quiet. Cartridges are inexpensive and small (4.8 x 3.3 x 0.6 inches; 122 x 84 x 15 mm). One downside of 8mm tape is relatively short head and tape life due to the high rate of relative motion of the tape across the heads. Data throughput ranges from ~250 kB/s to ~500 kB/s. Data sizes start at 300 MB and go up to 7 GB. Hardware compression, available with most of these drives, approximately doubles the capacity. These drives are available as single units or multi-drive tape libraries with 6 drives and 120 tapes in a single cabinet. Tapes are changed automatically by the unit. Library capacities reach 840+ GB. The Exabyte ``Mammoth'' model supports 12 GB on one tape (24 GB with compression) and costs approximately twice as much as conventional tape drives. Data is recorded onto the tape using helical-scan, the heads are positioned at an angle to the media (approximately 6 degrees). The tape wraps around 270 degrees of the spool that holds the heads. The spool spins while the tape slides over the spool. The result is a high density of data and closely packed tracks that angle across the tape from one edge to the other. -------------------------------------------------------------- 12.8.3 QIC QIC-150 tapes and drives are, perhaps, the most common tape drive and media around. QIC tape drives are the least expensive ``serious'' backup drives. The downside is the cost of media. QIC tapes are expensive compared to 8mm or 4mm tapes, up to 5 times the price per GB data storage. But, if your needs can be satisfied with a half-dozen tapes, QIC may be the correct choice. QIC is the most common tape drive. Every site has a QIC drive of some density or another. Therein lies the rub, QIC has a large number of densities on physically similar (sometimes identical) tapes. QIC drives are not quiet. These drives audibly seek before they begin to record data and are clearly audible whenever reading, writing or seeking. QIC tapes measure (6 x 4 x 0.7 inches; 15.2 x 10.2 x 1.7 mm). Mini-cartridges, which also use 1/4" wide tape are discussed separately. Tape libraries and changers are not available. Data throughput ranges from ~150 kB/s to ~500 kB/s. Data capacity ranges from 40 MB to 15 GB. Hardware compression is available on many of the newer QIC drives. QIC drives are less frequently installed; they are being supplanted by DAT drives. Data is recorded onto the tape in tracks. The tracks run along the long axis of the tape media from one end to the other. The number of tracks, and therefore the width of a track, varies with the tape's capacity. Most if not all newer drives provide backward-compatibility at least for reading (but often also for writing). QIC has a good reputation regarding the safety of the data (the mechanics are simpler and more robust than for helical scan drives). Tapes should be retired from use after 5,000 backups. -------------------------------------------------------------- 12.8.4 XXX* Mini-Cartridge -------------------------------------------------------------- 12.8.5 DLT DLT has the fastest data transfer rate of all the drive types listed here. The 1/2" (12.5mm) tape is contained in a single spool cartridge (4 x 4 x 1 inches; 100 x 100 x 25 mm). The cartridge has a swinging gate along one entire side of the cartridge. The drive mechanism opens this gate to extract the tape leader. The tape leader has an oval hole in it which the drive uses to ``hook'' the tape. The take-up spool is located inside the tape drive. All the other tape cartridges listed here (9 track tapes are the only exception) have both the supply and take-up spools located inside the tape cartridge itself. Data throughput is approximately 1.5 MB/s, three times the throughput of 4mm, 8mm, or QIC tape drives. Data capacities range from 10 GB to 20 GB for a single drive. Drives are available in both multi-tape changers and multi-tape, multi-drive tape libraries containing from 5 to 900 tapes over 1 to 20 drives, providing from 50 GB to 9 TB of storage. With compression, DLT Type IV format supports up to 70 GB capacity. Data is recorded onto the tape in tracks parallel to the direction of travel (just like QIC tapes). Two tracks are written at once. Read/write head lifetimes are relatively long; once the tape stops moving, there is no relative motion between the heads and the tape. -------------------------------------------------------------- 12.8.6 AIT AIT is a new format from Sony, and can hold up to 50 GB (with compression) per tape. The tapes contain memory chips which retain an index of the tape's contents. This index can be rapidly read by the tape drive to determine the position of files on the tape, instead of the several minutes that would be required for other tapes. Software such as SAMS:Alexandria can operate forty or more AIT tape libraries, communicating directly with the tape's memory chip to display the contents on screen, determine what files were backed up to which tape, locate the correct tape, load it, and restore the data from the tape. Libraries like this cost in the region of $20,000, pricing them a little out of the hobbyist market. -------------------------------------------------------------- 12.8.7 Using a New Tape for the First Time The first time that you try to read or write a new, completely blank tape, the operation will fail. The console messages should be similar to: sa0(ncr1:4:0): NOT READY asc:4,1 sa0(ncr1:4:0): Logical unit is in process of becoming ready The tape does not contain an Identifier Block (block number 0). All QIC tape drives since the adoption of QIC-525 standard write an Identifier Block to the tape. There are two solutions: * mt fsf 1 causes the tape drive to write an Identifier Block to the tape. * Use the front panel button to eject the tape. Re-insert the tape and dump data to the tape. dump will report ``DUMP: End of tape detected'' and the console will show: ``HARDWARE FAILURE info:280 asc:80,96''. rewind the tape using: mt rewind. Subsequent tape operations are successful. -------------------------------------------------------------- 12.9 Backups to Floppies 12.9.1 Can I Use Floppies for Backing Up My Data? Floppy disks are not really a suitable media for making backups as: * The media is unreliable, especially over long periods of time. * Backing up and restoring is very slow. * They have a very limited capacity (the days of backing up an entire hard disk onto a dozen or so floppies has long since passed). However, if you have no other method of backing up your data then floppy disks are better than no backup at all. If you do have to use floppy disks then ensure that you use good quality ones. Floppies that have been lying around the office for a couple of years are a bad choice. Ideally use new ones from a reputable manufacturer. -------------------------------------------------------------- 12.9.2 So How Do I Backup My Data to Floppies? The best way to backup to floppy disk is to use tar(1) with the -M (multi volume) option, which allows backups to span multiple floppies. To backup all the files in the current directory and sub-directory use this (as root): # tar Mcvf /dev/fd0 * When the first floppy is full tar(1) will prompt you to insert the next volume (because tar(1) is media independent it refers to volumes; in this context it means floppy disk). Prepare volume #2 for /dev/fd0 and hit return: This is repeated (with the volume number incrementing) until all the specified files have been archived. -------------------------------------------------------------- 12.9.3 Can I Compress My Backups? Unfortunately, tar(1) will not allow the -z option to be used for multi-volume archives. You could, of course, gzip(1) all the files, tar(1) them to the floppies, then gunzip(1) the files again! -------------------------------------------------------------- 12.9.4 How Do I Restore My Backups? To restore the entire archive use: # tar Mxvf /dev/fd0 There are two ways that you can use to restore only specific files. First, you can start with the first floppy and use: # tar Mxvf /dev/fd0 filename The utility tar(1) will prompt you to insert subsequent floppies until it finds the required file. Alternatively, if you know which floppy the file is on then you can simply insert that floppy and use the same command as above. Note that if the first file on the floppy is a continuation from the previous one then tar(1) will warn you that it cannot restore it, even if you have not asked it to! -------------------------------------------------------------- 12.10 Backup Basics The three major backup programs are dump(8), tar(1), and cpio(1). -------------------------------------------------------------- 12.10.1 Dump and Restore The traditional UNIX backup programs are dump and restore. They operate on the drive as a collection of disk blocks, below the abstractions of files, links and directories that are created by the file systems. dump backs up an entire file system on a device. It is unable to backup only part of a file system or a directory tree that spans more than one file system. dump does not write files and directories to tape, but rather writes the raw data blocks that comprise files and directories. Note: If you use dump on your root directory, you would not back up /home, /usr or many other directories since these are typically mount points for other file systems or symbolic links into those file systems. dump has quirks that remain from its early days in Version 6 of AT&T UNIX (circa 1975). The default parameters are suitable for 9-track tapes (6250 bpi), not the high-density media available today (up to 62,182 ftpi). These defaults must be overridden on the command line to utilize the capacity of current tape drives. It is also possible to backup data across the network to a tape drive attached to another computer with rdump and rrestore. Both programs rely upon rcmd and ruserok to access the remote tape drive. Therefore, the user performing the backup must be listed in the .rhosts file on the remote computer. The arguments to rdump and rrestore must be suitable to use on the remote computer. When rdumping from a DragonFly computer to an Exabyte tape drive connected to a Sun called komodo, use: # /sbin/rdump 0dsbfu 54000 13000 126 komodo:/dev/nsa8 /dev/da0a 2>&1 Beware: there are security implications to allowing .rhosts authentication. Evaluate your situation carefully. It is also possible to use dump and restore in a more secure fashion over ssh. Example 12-1. Using dump over ssh # /sbin/dump -0uan -f - /usr | gzip -2 | ssh1 -c blowfish \ targetuser@targetmachine.example.com dd of=/mybigfiles/dump-usr-l0.gz Or using dump's built-in method, setting the enviroment variable RSH: Example 12-2. Using dump over ssh with RSH set # RSH=/usr/bin/ssh /sbin/dump -0uan -f targetuser@targetmachine.example.com:/dev/sa0 -------------------------------------------------------------- 12.10.2 tar tar(1) also dates back to Version 6 of AT&T UNIX (circa 1975). tar operates in cooperation with the file system; tar writes files and directories to tape. tar does not support the full range of options that are available from cpio(1), but tar does not require the unusual command pipeline that cpio uses. Most versions of tar do not support backups across the network. The GNU version of tar, which DragonFly utilizes, supports remote devices using the same syntax as rdump. To tar to an Exabyte tape drive connected to a Sun called komodo, use: # /usr/bin/tar cf komodo:/dev/nsa8 . 2>&1 For versions without remote device support, you can use a pipeline and rsh to send the data to a remote tape drive. # tar cf - . | rsh hostname dd of=tape-device obs=20b If you are worried about the security of backing up over a network you should use the ssh command instead of rsh. -------------------------------------------------------------- 12.10.3 cpio cpio(1) is the original UNIX file interchange tape program for magnetic media. cpio has options (among many others) to perform byte-swapping, write a number of different archive formats, and pipe the data to other programs. This last feature makes cpio an excellent choice for installation media. cpio does not know how to walk the directory tree and a list of files must be provided through stdin. cpio does not support backups across the network. You can use a pipeline and rsh to send the data to a remote tape drive. # for f in directory_list; do find $f >> backup.list done # cpio -v -o --format=newc < backup.list | ssh user@host "cat > backup_device" Where directory_list is the list of directories you want to back up, user@host is the user/hostname combination that will be performing the backups, and backup_device is where the backups should be written to (e.g., /dev/nsa0). -------------------------------------------------------------- 12.10.4 pax pax(1) is IEEE/POSIX's answer to tar and cpio. Over the years the various versions of tar and cpio have gotten slightly incompatible. So rather than fight it out to fully standardize them, POSIX created a new archive utility. pax attempts to read and write many of the various cpio and tar formats, plus new formats of its own. Its command set more resembles cpio than tar. -------------------------------------------------------------- 12.10.5 Amanda Amanda (Advanced Maryland Network Disk Archiver) is a client/server backup system, rather than a single program. An Amanda server will backup to a single tape drive any number of computers that have Amanda clients and a network connection to the Amanda server. A common problem at sites with a number of large disks is that the length of time required to backup to data directly to tape exceeds the amount of time available for the task. Amanda solves this problem. Amanda can use a ``holding disk'' to backup several file systems at the same time. Amanda creates ``archive sets'': a group of tapes used over a period of time to create full backups of all the file systems listed in Amanda's configuration file. The ``archive set'' also contains nightly incremental (or differential) backups of all the file systems. Restoring a damaged file system requires the most recent full backup and the incremental backups. The configuration file provides fine control of backups and the network traffic that Amanda generates. Amanda will use any of the above backup programs to write the data to tape. Amanda is available as either a port or a package, it is not installed by default. -------------------------------------------------------------- 12.10.6 Do Nothing ``Do nothing'' is not a computer program, but it is the most widely used backup strategy. There are no initial costs. There is no backup schedule to follow. Just say no. If something happens to your data, grin and bear it! If your time and your data is worth little to nothing, then ``Do nothing'' is the most suitable backup program for your computer. But beware, UNIX is a useful tool, you may find that within six months you have a collection of files that are valuable to you. ``Do nothing'' is the correct backup method for /usr/obj and other directory trees that can be exactly recreated by your computer. An example is the files that comprise the HTML or PostScript version of this Handbook. These document formats have been created from SGML input files. Creating backups of the HTML or PostScript files is not necessary. The SGML files are backed up regularly. -------------------------------------------------------------- 12.10.7 Which Backup Program Is Best? dump(8) Period. Elizabeth D. Zwicky torture tested all the backup programs discussed here. The clear choice for preserving all your data and all the peculiarities of UNIX file systems is dump. Elizabeth created file systems containing a large variety of unusual conditions (and some not so unusual ones) and tested each program by doing a backup and restore of those file systems. The peculiarities included: files with holes, files with holes and a block of nulls, files with funny characters in their names, unreadable and unwritable files, devices, files that change size during the backup, files that are created/deleted during the backup and more. She presented the results at LISA V in Oct. 1991. Read the ``Torture-testing Backup and Archive Programs'' study for more information. -------------------------------------------------------------- 12.10.8 Emergency Restore Procedure 12.10.8.1 Before the Disaster There are only four steps that you need to perform in preparation for any disaster that may occur. First, print the disklabel from each of your disks (e.g. disklabel da0 | lpr), your file system table (/etc/fstab) and all boot messages, two copies of each. Second, determine that the boot and fix-it floppies (boot.flp and fixit.flp) have all your devices. The easiest way to check is to reboot your machine with the boot floppy in the floppy drive and check the boot messages. If all your devices are listed and functional, skip on to step three. Otherwise, you have to create two custom bootable floppies which have a kernel that can mount all of your disks and access your tape drive. These floppies must contain: fdisk, disklabel, newfs, mount, and whichever backup program you use. These programs must be statically linked. If you use dump, the floppy must contain restore. Third, create backup tapes regularly. Any changes that you make after your last backup may be irretrievably lost. Write-protect the backup tapes. Fourth, test the floppies (either boot.flp and fixit.flp or the two custom bootable floppies you made in step two.) and backup tapes. Make notes of the procedure. Store these notes with the bootable floppy, the printouts and the backup tapes. You will be so distraught when restoring that the notes may prevent you from destroying your backup tapes (How? In place of tar xvf /dev/sa0, you might accidentally type tar cvf /dev/sa0 and over-write your backup tape). For an added measure of security, make bootable floppies and two backup tapes each time. Store one of each at a remote location. A remote location is NOT the basement of the same office building. A number of firms in the World Trade Center learned this lesson the hard way. A remote location should be physically separated from your computers and disk drives by a significant distance. Example 12-3. A Script for Creating a Bootable Floppy #!/bin/sh # # create a restore floppy # # format the floppy # PATH=/bin:/sbin:/usr/sbin:/usr/bin fdformat -q fd0 if [ $? -ne 0 ] then echo "Bad floppy, please use a new one" exit 1 fi # place boot blocks on the floppy # disklabel -w -B /dev/fd0c fd1440 # # newfs the one and only partition # newfs -t 2 -u 18 -l 1 -c 40 -i 5120 -m 5 -o space /dev/fd0a # # mount the new floppy # mount /dev/fd0a /mnt # # create required directories # mkdir /mnt/dev mkdir /mnt/bin mkdir /mnt/sbin mkdir /mnt/etc mkdir /mnt/root mkdir /mnt/mnt # for the root partition mkdir /mnt/tmp mkdir /mnt/var # # populate the directories # if [ ! -x /sys/compile/MINI/kernel ] then cat << EOM The MINI kernel does not exist, please create one. Here is an example config file: # # MINI -- A kernel to get &os; onto a disk. # machine "i386" cpu "I486_CPU" ident MINI maxusers 5 options INET # needed for _tcp _icmpstat _ipstat # _udpstat _tcpstat _udb options FFS #Berkeley Fast File System options FAT_CURSOR #block cursor in syscons or pccons options SCSI_DELAY=15 #Be pessimistic about Joe SCSI device options NCONS=2 #1 virtual consoles options USERCONFIG #Allow user configuration with -c XXX config kernel root on da0 swap on da0 and da1 dumps on da0 device isa0 device pci0 device fdc0 at isa? port "IO_FD1" bio irq 6 drq 2 vector fdintr device fd0 at fdc0 drive 0 device ncr0 device scbus0 device sc0 at isa? port "IO_KBD" tty irq 1 vector scintr device npx0 at isa? port "IO_NPX" irq 13 vector npxintr device da0 device da1 device da2 device sa0 pseudo-device loop # required by INET pseudo-device gzip # Exec gzipped a.out's EOM exit 1 fi cp -f /sys/compile/MINI/kernel /mnt gzip -c -best /sbin/init > /mnt/sbin/init gzip -c -best /sbin/fsck > /mnt/sbin/fsck gzip -c -best /sbin/mount > /mnt/sbin/mount gzip -c -best /sbin/halt > /mnt/sbin/halt gzip -c -best /sbin/restore > /mnt/sbin/restore gzip -c -best /bin/sh > /mnt/bin/sh gzip -c -best /bin/sync > /mnt/bin/sync cp /root/.profile /mnt/root cp -f /dev/MAKEDEV /mnt/dev chmod 755 /mnt/dev/MAKEDEV chmod 500 /mnt/sbin/init chmod 555 /mnt/sbin/fsck /mnt/sbin/mount /mnt/sbin/halt chmod 555 /mnt/bin/sh /mnt/bin/sync chmod 6555 /mnt/sbin/restore # # create the devices nodes # cd /mnt/dev ./MAKEDEV std ./MAKEDEV da0 ./MAKEDEV da1 ./MAKEDEV da2 ./MAKEDEV sa0 ./MAKEDEV pty0 cd / # # create minimum file system table # cat > /mnt/etc/fstab < /mnt/etc/passwd < /mnt/etc/master.passwd < create config1 Configuration summary Drives: 1 (4 configured) Volumes: 1 (4 configured) Plexes: 1 (8 configured) Subdisks: 1 (16 configured) D a State: up Device /dev/da3h Avail: 2061/2573 MB (80%) V myvol State: up Plexes: 1 Size: 512 MB P myvol.p0 C State: up Subdisks: 1 Size: 512 MB S myvol.p0.s0 State: up PO: 0 B Size: 512 MB This output shows the brief listing format of vinum(8). It is represented graphically in Figure 13-4. Figure 13-4. A Simple Vinum Volume This figure, and the ones which follow, represent a volume, which contains the plexes, which in turn contain the subdisks. In this trivial example, the volume contains one plex, and the plex contains one subdisk. This particular volume has no specific advantage over a conventional disk partition. It contains a single plex, so it is not redundant. The plex contains a single subdisk, so there is no difference in storage allocation from a conventional disk partition. The following sections illustrate various more interesting configuration methods. -------------------------------------------------------------- 13.6.2 Increased Resilience: Mirroring The resilience of a volume can be increased by mirroring. When laying out a mirrored volume, it is important to ensure that the subdisks of each plex are on different drives, so that a drive failure will not take down both plexes. The following configuration mirrors a volume: drive b device /dev/da4h volume mirror plex org concat sd length 512m drive a plex org concat sd length 512m drive b In this example, it was not necessary to specify a definition of drive a again, since Vinum keeps track of all objects in its configuration database. After processing this definition, the configuration looks like: Drives: 2 (4 configured) Volumes: 2 (4 configured) Plexes: 3 (8 configured) Subdisks: 3 (16 configured) D a State: up Device /dev/da3h Avail: 1549/2573 MB (60%) D b State: up Device /dev/da4h Avail: 2061/2573 MB (80%) V myvol State: up Plexes: 1 Size: 512 MB V mirror State: up Plexes: 2 Size: 512 MB P myvol.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p1 C State: initializing Subdisks: 1 Size: 512 MB S myvol.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p1.s0 State: empty PO: 0 B Size: 512 MB Figure 13-5 shows the structure graphically. Figure 13-5. A Mirrored Vinum Volume In this example, each plex contains the full 512 MB of address space. As in the previous example, each plex contains only a single subdisk. -------------------------------------------------------------- 13.6.3 Optimizing Performance The mirrored volume in the previous example is more resistant to failure than an unmirrored volume, but its performance is less: each write to the volume requires a write to both drives, using up a greater proportion of the total disk bandwidth. Performance considerations demand a different approach: instead of mirroring, the data is striped across as many disk drives as possible. The following configuration shows a volume with a plex striped across four disk drives: drive c device /dev/da5h drive d device /dev/da6h volume stripe plex org striped 512k sd length 128m drive a sd length 128m drive b sd length 128m drive c sd length 128m drive d As before, it is not necessary to define the drives which are already known to Vinum. After processing this definition, the configuration looks like: Drives: 4 (4 configured) Volumes: 3 (4 configured) Plexes: 4 (8 configured) Subdisks: 7 (16 configured) D a State: up Device /dev/da3h Avail: 1421/2573 MB (55%) D b State: up Device /dev/da4h Avail: 1933/2573 MB (75%) D c State: up Device /dev/da5h Avail: 2445/2573 MB (95%) D d State: up Device /dev/da6h Avail: 2445/2573 MB (95%) V myvol State: up Plexes: 1 Size: 512 MB V mirror State: up Plexes: 2 Size: 512 MB V striped State: up Plexes: 1 Size: 512 MB P myvol.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p1 C State: initializing Subdisks: 1 Size: 512 MB P striped.p1 State: up Subdisks: 1 Size: 512 MB S myvol.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p1.s0 State: empty PO: 0 B Size: 512 MB S striped.p0.s0 State: up PO: 0 B Size: 128 MB S striped.p0.s1 State: up PO: 512 kB Size: 128 MB S striped.p0.s2 State: up PO: 1024 kB Size: 128 MB S striped.p0.s3 State: up PO: 1536 kB Size: 128 MB Figure 13-6. A Striped Vinum Volume This volume is represented in Figure 13-6. The darkness of the stripes indicates the position within the plex address space: the lightest stripes come first, the darkest last. -------------------------------------------------------------- 13.6.4 Resilience and Performance With sufficient hardware, it is possible to build volumes which show both increased resilience and increased performance compared to standard UNIX partitions. A typical configuration file might be: volume raid10 plex org striped 512k sd length 102480k drive a sd length 102480k drive b sd length 102480k drive c sd length 102480k drive d sd length 102480k drive e plex org striped 512k sd length 102480k drive c sd length 102480k drive d sd length 102480k drive e sd length 102480k drive a sd length 102480k drive b The subdisks of the second plex are offset by two drives from those of the first plex: this helps ensure that writes do not go to the same subdisks even if a transfer goes over two drives. Figure 13-7 represents the structure of this volume. Figure 13-7. A Mirrored, Striped Vinum Volume -------------------------------------------------------------- 13.7 Object Naming As described above, Vinum assigns default names to plexes and subdisks, although they may be overridden. Overriding the default names is not recommended: experience with the VERITAS volume manager, which allows arbitrary naming of objects, has shown that this flexibility does not bring a significant advantage, and it can cause confusion. Names may contain any non-blank character, but it is recommended to restrict them to letters, digits and the underscore characters. The names of volumes, plexes and subdisks may be up to 64 characters long, and the names of drives may be up to 32 characters long. Vinum objects are assigned device nodes in the hierarchy /dev/vinum. The configuration shown above would cause Vinum to create the following device nodes: * The control devices /dev/vinum/control and /dev/vinum/controld, which are used by vinum(8) and the Vinum daemon respectively. * Block and character device entries for each volume. These are the main devices used by Vinum. The block device names are the name of the volume, while the character device names follow the BSD tradition of prepending the letter r to the name. Thus the configuration above would include the block devices /dev/vinum/myvol, /dev/vinum/mirror, /dev/vinum/striped, /dev/vinum/raid5 and /dev/vinum/raid10, and the character devices /dev/vinum/rmyvol, /dev/vinum/rmirror, /dev/vinum/rstriped, /dev/vinum/rraid5 and /dev/vinum/rraid10. There is obviously a problem here: it is possible to have two volumes called r and rr, but there will be a conflict creating the device node /dev/vinum/rr: is it a character device for volume r or a block device for volume rr? Currently Vinum does not address this conflict: the first-defined volume will get the name. * A directory /dev/vinum/drive with entries for each drive. These entries are in fact symbolic links to the corresponding disk nodes. * A directory /dev/vinum/volume with entries for each volume. It contains subdirectories for each plex, which in turn contain subdirectories for their component subdisks. * The directories /dev/vinum/plex, /dev/vinum/sd, and /dev/vinum/rsd, which contain block device nodes for each plex and block and character device nodes respectively for each subdisk. For example, consider the following configuration file: drive drive1 device /dev/sd1h drive drive2 device /dev/sd2h drive drive3 device /dev/sd3h drive drive4 device /dev/sd4h volume s64 setupstate plex org striped 64k sd length 100m drive drive1 sd length 100m drive drive2 sd length 100m drive drive3 sd length 100m drive drive4 After processing this file, vinum(8) creates the following structure in /dev/vinum: brwx------ 1 root wheel 25, 0x40000001 Apr 13 16:46 Control brwx------ 1 root wheel 25, 0x40000002 Apr 13 16:46 control brwx------ 1 root wheel 25, 0x40000000 Apr 13 16:46 controld drwxr-xr-x 2 root wheel 512 Apr 13 16:46 drive drwxr-xr-x 2 root wheel 512 Apr 13 16:46 plex crwxr-xr-- 1 root wheel 91, 2 Apr 13 16:46 rs64 drwxr-xr-x 2 root wheel 512 Apr 13 16:46 rsd drwxr-xr-x 2 root wheel 512 Apr 13 16:46 rvol brwxr-xr-- 1 root wheel 25, 2 Apr 13 16:46 s64 drwxr-xr-x 2 root wheel 512 Apr 13 16:46 sd drwxr-xr-x 3 root wheel 512 Apr 13 16:46 vol /dev/vinum/drive: total 0 lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive1 -> /dev/sd1h lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive2 -> /dev/sd2h lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive3 -> /dev/sd3h lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive4 -> /dev/sd4h /dev/vinum/plex: total 0 brwxr-xr-- 1 root wheel 25, 0x10000002 Apr 13 16:46 s64.p0 /dev/vinum/rsd: total 0 crwxr-xr-- 1 root wheel 91, 0x20000002 Apr 13 16:46 s64.p0.s0 crwxr-xr-- 1 root wheel 91, 0x20100002 Apr 13 16:46 s64.p0.s1 crwxr-xr-- 1 root wheel 91, 0x20200002 Apr 13 16:46 s64.p0.s2 crwxr-xr-- 1 root wheel 91, 0x20300002 Apr 13 16:46 s64.p0.s3 /dev/vinum/rvol: total 0 crwxr-xr-- 1 root wheel 91, 2 Apr 13 16:46 s64 /dev/vinum/sd: total 0 brwxr-xr-- 1 root wheel 25, 0x20000002 Apr 13 16:46 s64.p0.s0 brwxr-xr-- 1 root wheel 25, 0x20100002 Apr 13 16:46 s64.p0.s1 brwxr-xr-- 1 root wheel 25, 0x20200002 Apr 13 16:46 s64.p0.s2 brwxr-xr-- 1 root wheel 25, 0x20300002 Apr 13 16:46 s64.p0.s3 /dev/vinum/vol: total 1 brwxr-xr-- 1 root wheel 25, 2 Apr 13 16:46 s64 drwxr-xr-x 3 root wheel 512 Apr 13 16:46 s64.plex /dev/vinum/vol/s64.plex: total 1 brwxr-xr-- 1 root wheel 25, 0x10000002 Apr 13 16:46 s64.p0 drwxr-xr-x 2 root wheel 512 Apr 13 16:46 s64.p0.sd /dev/vinum/vol/s64.plex/s64.p0.sd: total 0 brwxr-xr-- 1 root wheel 25, 0x20000002 Apr 13 16:46 s64.p0.s0 brwxr-xr-- 1 root wheel 25, 0x20100002 Apr 13 16:46 s64.p0.s1 brwxr-xr-- 1 root wheel 25, 0x20200002 Apr 13 16:46 s64.p0.s2 brwxr-xr-- 1 root wheel 25, 0x20300002 Apr 13 16:46 s64.p0.s3 Although it is recommended that plexes and subdisks should not be allocated specific names, Vinum drives must be named. This makes it possible to move a drive to a different location and still recognize it automatically. Drive names may be up to 32 characters long. -------------------------------------------------------------- 13.7.1 Creating File Systems Volumes appear to the system to be identical to disks, with one exception. Unlike UNIX drives, Vinum does not partition volumes, which thus do not contain a partition table. This has required modification to some disk utilities, notably newfs(8), which previously tried to interpret the last letter of a Vinum volume name as a partition identifier. For example, a disk drive may have a name like /dev/ad0a or /dev/da2h. These names represent the first partition (a) on the first (0) IDE disk (ad) and the eighth partition (h) on the third (2) SCSI disk (da) respectively. By contrast, a Vinum volume might be called /dev/vinum/concat, a name which has no relationship with a partition name. Normally, newfs(8) interprets the name of the disk and complains if it cannot understand it. For example: # newfs /dev/vinum/concat newfs: /dev/vinum/concat: can't figure out file system partition -------------------------------------------------------------- 13.8 Configuring Vinum The GENERIC kernel does not contain Vinum. It is possible to build a special kernel which includes Vinum, but this is not recommended. The standard way to start Vinum is as a kernel module (kld). You do not even need to use kldload(8) for Vinum: when you start vinum(8), it checks whether the module has been loaded, and if it is not, it loads it automatically. -------------------------------------------------------------- 13.8.1 Startup Vinum stores configuration information on the disk slices in essentially the same form as in the configuration files. When reading from the configuration database, Vinum recognizes a number of keywords which are not allowed in the configuration files. For example, a disk configuration might contain the following text: volume myvol state up volume bigraid state down plex name myvol.p0 state up org concat vol myvol plex name myvol.p1 state up org concat vol myvol plex name myvol.p2 state init org striped 512b vol myvol plex name bigraid.p0 state initializing org raid5 512b vol bigraid sd name myvol.p0.s0 drive a plex myvol.p0 state up len 1048576b driveoffset 265b plexoffset 0b sd name myvol.p0.s1 drive b plex myvol.p0 state up len 1048576b driveoffset 265b plexoffset 1048576b sd name myvol.p1.s0 drive c plex myvol.p1 state up len 1048576b driveoffset 265b plexoffset 0b sd name myvol.p1.s1 drive d plex myvol.p1 state up len 1048576b driveoffset 265b plexoffset 1048576b sd name myvol.p2.s0 drive a plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 0b sd name myvol.p2.s1 drive b plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 524288b sd name myvol.p2.s2 drive c plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 1048576b sd name myvol.p2.s3 drive d plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 1572864b sd name bigraid.p0.s0 drive a plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 0b sd name bigraid.p0.s1 drive b plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 4194304b sd name bigraid.p0.s2 drive c plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 8388608b sd name bigraid.p0.s3 drive d plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 12582912b sd name bigraid.p0.s4 drive e plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 16777216b The obvious differences here are the presence of explicit location information and naming (both of which are also allowed, but discouraged, for use by the user) and the information on the states (which are not available to the user). Vinum does not store information about drives in the configuration information: it finds the drives by scanning the configured disk drives for partitions with a Vinum label. This enables Vinum to identify drives correctly even if they have been assigned different UNIX drive IDs. -------------------------------------------------------------- 13.8.1.1 Automatic Startup In order to start Vinum automatically when you boot the system, ensure that you have the following line in your /etc/rc.conf: start_vinum="YES" # set to YES to start vinum If you do not have a file /etc/rc.conf, create one with this content. This will cause the system to load the Vinum kld at startup, and to start any objects mentioned in the configuration. This is done before mounting file systems, so it is possible to automatically fsck(8) and mount file systems on Vinum volumes. When you start Vinum with the vinum start command, Vinum reads the configuration database from one of the Vinum drives. Under normal circumstances, each drive contains an identical copy of the configuration database, so it does not matter which drive is read. After a crash, however, Vinum must determine which drive was updated most recently and read the configuration from this drive. It then updates the configuration if necessary from progressively older drives. -------------------------------------------------------------- 13.9 Using Vinum for the Root Filesystem For a machine that has fully-mirrored filesystems using Vinum, it is desirable to also mirror the root filesystem. Setting up such a configuration is less trivial than mirroring an arbitrary filesystem because: * The root filesystem must be available very early during the boot process, so the Vinum infrastructure must already be available at this time. * The volume containing the root filesystem also contains the system bootstrap and the kernel, which must be read using the host system's native utilities (e. g. the BIOS on PC-class machines) which often cannot be taught about the details of Vinum. In the following sections, the term ``root volume'' is generally used to describe the Vinum volume that contains the root filesystem. It is probably a good idea to use the name "root" for this volume, but this is not technically required in any way. All command examples in the following sections assume this name though. -------------------------------------------------------------- 13.9.1 Starting up Vinum Early Enough for the Root Filesystem There are several measures to take for this to happen: * Vinum must be available in the kernel at boot-time. Thus, the method to start Vinum automatically described in Section 13.8.1.1 is not applicable to accomplish this task, and the start_vinum parameter must actually not be set when the following setup is being arranged. The first option would be to compile Vinum statically into the kernel, so it is available all the time, but this is usually not desirable. There is another option as well, to have /boot/loader (Section 7.3.3) load the vinum kernel module early, before starting the kernel. This can be accomplished by putting the line vinum_load="YES" into the file /boot/loader.conf. * Vinum must be initialized early since it needs to supply the volume for the root filesystem. By default, the Vinum kernel part is not looking for drives that might contain Vinum volume information until the administrator (or one of the startup scripts) issues a vinum start command. Vinum must explicitly be told which disks to scan, using a line like the following one in /boot/loader.conf: vinum.drives="/dev/da0 /dev/da1" It is important that all drives are mentioned that could possibly contain Vinum data. It does not harm if more drives are listed, nor is it necessary to add each slice and/or partition explicitly, since Vinum will scan all slices and partitions of the named drives for valid Vinum headers. Since the routines used to parse the name of the root filesystem, and derive the device ID (major/minor number) are only prepared to handle ``classical'' device names like /dev/ad0s1a, they cannot make any sense out of a root volume name like /dev/vinum/root. For that reason, Vinum itself needs to pre-setup the internal kernel parameter that holds the ID of the root device during its own initialization. This is requested by passing the name of the root volume in the loader variable vinum.root. The entry in /boot/loader.conf to accomplish this looks like: vinum.root="root" Now, when the kernel initialization tries to find out the root device to mount, it sees whether some kernel module has already pre-initialized the kernel parameter for it. If that is the case, and the device claiming the root device matches the major number of the driver as figured out from the name of the root device string being passed (that is, "vinum" in our case), it will use the pre-allocated device ID, instead of trying to figure out one itself. That way, during the usual automatic startup, it can continue to mount the Vinum root volume for the root filesystem. However, when boot -a has been requesting to ask for entering the name of the root device manually, it must be noted that this routine still cannot actually parse a name entered there that refers to a Vinum volume. If any device name is entered that does not refer to a Vinum device, the mismatch between the major numbers of the pre-allocated root parameter and the driver as figured out from the given name will make this routine enter its normal parser, so entering a string like ufs:da0d will work as expected. Note that if this fails, it is however no longer possible to re-enter a string like ufs:vinum/root again, since it cannot be parsed. The only way out is to reboot again, and start over then. (At the ``askroot'' prompt, the initial /dev/ can always be omitted.) By placing the line: vinum.drives="/dev/da0 /dev/da1" vinum.autostart="YES" into /boot/loader.conf, Vinum is instructed to automatically scan all drives for Vinum information as part of the kernel startup. It is important that all drives are mentioned that could possibly contain Vinum data. It does not harm if more drives are listed, nor is it necessary to add each slice and/or partition explicitly, since Vinum will scan all slices and partitions of the named drives for valid Vinum headers. Vinum itself needs to pre-setup the internal kernel parameter that holds the ID of the root device during its own initialization. This is requested by passing the name of the root volume in the loader variable vinum.root. The entry in /boot/loader.conf to accomplish this looks like: vinum.root="root" Now, when the kernel initialization tries to find out the root device to mount, it sees whether some kernel module has already pre-initialized the kernel parameter for it. If that is the case, and the device claiming the root device matches the major number of the driver as figured out from the name of the root device string being passed (that is, "vinum" in our case), it will use the pre-allocated device ID, instead of trying to figure out one itself. That way, during the usual automatic startup, it can continue to mount the Vinum root volume for the root filesystem. However, when boot -a has been requesting to ask for entering the name of the root device manually, it must be noted that this routine still cannot actually parse a name entered there that refers to a Vinum volume. If any device name is entered that does not refer to a Vinum device, the mismatch between the major numbers of the pre-allocated root parameter and the driver as figured out from the given name will make this routine enter its normal parser, so entering a string like ufs:da0d will work as expected. Note that if this fails, it is however no longer possible to re-enter a string like ufs:vinum/root again, since it cannot be parsed. The only way out is to reboot again, and start over then. (At the ``askroot'' prompt, the initial /dev/ can always be omitted.) -------------------------------------------------------------- 13.9.2 Making a Vinum-based Root Volume Accessible to the Bootstrap Since the current DragonFly bootstrap is very small, and already has the burden of reading files (like /boot/loader) from the UFS filesystem, it is sheer impossible to also teach it about internal Vinum structures so it could parse the Vinum configuration data, and figure out about the elements of a boot volume itself. Thus, some tricks are necessary to provide the bootstrap code with the illusion of a standard "a" partition that contains the root filesystem. For this to be possible at all, the following requirements must be met for the root volume: * The root volume must not be striped or RAID-5. * The root volume must not contain more than one concatenated subdisk per plex. Note that it is desirable and possible that there are multiple plexes, each containing one replica of the root filesystem. The bootstrap process will, however, only use one of these replica for finding the bootstrap and all the files, until the kernel will eventually mount the root filesystem itself. Each single subdisk within these plexes will then need its own "a" partition illusion, for the respective device to become bootable. It is not strictly needed that each of these faked "a" partitions is located at the same offset within its device, compared with other devices containing plexes of the root volume. However, it is probably a good idea to create the Vinum volumes that way so the resulting mirrored devices are symmetric, to avoid confusion. In order to set up these "a" partitions, for each device containing part of the root volume, the following needs to be done: 1. The location (offset from the beginning of the device) and size of this device's subdisk that is part of the root volume need to be examined, using the command vinum l -rv root Note that Vinum offsets and sizes are measured in bytes. They must be divided by 512 in order to obtain the block numbers that are to be used in the disklabel command. 2. Run the command disklabel -e devname for each device that participates in the root volume. devname must be either the name of the disk (like da0) for disks without a slice (aka. fdisk) table, or the name of the slice (like ad0s1). If there is already an "a" partition on the device (presumably, containing a pre-Vinum root filesystem), it should be renamed to something else, so it remains accessible (just in case), but will no longer be used by default to bootstrap the system. Note that active partitions (like a root filesystem currently mounted) cannot be renamed, so this must be executed either when being booted from a ``Fixit'' medium, or in a two-step process, where (in a mirrored situation) the disk that has not been currently booted is being manipulated first. Then, the offset the Vinum partition on this device (if any) must be added to the offset of the respective root volume subdisk on this device. The resulting value will become the "offset" value for the new "a" partition. The "size" value for this partition can be taken verbatim from the calculation above. The "fstype" should be 4.2BSD. The "fsize", "bsize", and "cpg" values should best be chosen to match the actual filesystem, though they are fairly unimportant within this context. That way, a new "a" partition will be established that overlaps the Vinum partition on this device. Note that the disklabel will only allow for this overlap if the Vinum partition has properly been marked using the "vinum" fstype. 3. That's all! A faked "a" partition does exist now on each device that has one replica of the root volume. It is highly recommendable to verify the result again, using a command like fsck -n /dev/devnamea It should be remembered that all files containing control information must be relative to the root filesystem in the Vinum volume which, when setting up a new Vinum root volume, might not match the root filesystem that is currently active. So in particular, the files /etc/fstab and /boot/loader.conf need to be taken care of. At next reboot, the bootstrap should figure out the appropriate control information from the new Vinum-based root filesystem, and act accordingly. At the end of the kernel initialization process, after all devices have been announced, the prominent notice that shows the success of this setup is a message like: Mounting root from ufs:/dev/vinum/root -------------------------------------------------------------- 13.9.3 Example of a Vinum-based Root Setup After the Vinum root volume has been set up, the output of vinum l -rv root could look like: ... Subdisk root.p0.s0: Size: 125829120 bytes (120 MB) State: up Plex root.p0 at offset 0 (0 B) Drive disk0 (/dev/da0h) at offset 135680 (132 kB) Subdisk root.p1.s0: Size: 125829120 bytes (120 MB) State: up Plex root.p1 at offset 0 (0 B) Drive disk1 (/dev/da1h) at offset 135680 (132 kB) The values to note are 135680 for the offset (relative to partition /dev/da0h). This translates to 265 512-byte disk blocks in disklabel's terms. Likewise, the size of this root volume is 245760 512-byte blocks. /dev/da1h, containing the second replica of this root volume, has a symmetric setup. The disklabel for these devices might look like: ... 8 partitions: # size offset fstype [fsize bsize bps/cpg] a: 245760 281 4.2BSD 2048 16384 0 # (Cyl. 0*- 15*) c: 71771688 0 unused 0 0 # (Cyl. 0 - 4467*) h: 71771672 16 vinum # (Cyl. 0*- 4467*) It can be observed that the "size" parameter for the faked "a" partition matches the value outlined above, while the "offset" parameter is the sum of the offset within the Vinum partition "h", and the offset of this partition within the device (or slice). This is a typical setup that is necessary to avoid the problem described in Section 13.9.4.3. It can also be seen that the entire "a" partition is completely within the "h" partition containing all the Vinum data for this device. Note that in the above example, the entire device is dedicated to Vinum, and there is no leftover pre-Vinum root partition, since this has been a newly set-up disk that was only meant to be part of a Vinum configuration, ever. -------------------------------------------------------------- 13.9.4 Troubleshooting If something goes wrong, a way is needed to recover from the situation. The following list contains few known pitfalls and solutions. -------------------------------------------------------------- 13.9.4.1 System Bootstrap Loads, but System Does Not Boot If for any reason the system does not continue to boot, the bootstrap can be interrupted with by pressing the space key at the 10-seconds warning. The loader variables (like vinum.autostart) can be examined using the show, and manipulated using set or unset commands. If the only problem was that the Vinum kernel module was not yet in the list of modules to load automatically, a simple load vinum will help. When ready, the boot process can be continued with a boot -as. The options -as will request the kernel to ask for the root filesystem to mount (-a), and make the boot process stop in single-user mode (-s), where the root filesystem is mounted read-only. That way, even if only one plex of a multi-plex volume has been mounted, no data inconsistency between plexes is being risked. At the prompt asking for a root filesystem to mount, any device that contains a valid root filesystem can be entered. If /etc/fstab had been set up correctly, the default should be something like ufs:/dev/vinum/root. A typical alternate choice would be something like ufs:da0d which could be a hypothetical partition that contains the pre-Vinum root filesystem. Care should be taken if one of the alias "a" partitions are entered here that are actually reference to the subdisks of the Vinum root device, because in a mirrored setup, this would only mount one piece of a mirrored root device. If this filesystem is to be mounted read-write later on, it is necessary to remove the other plex(es) of the Vinum root volume since these plexes would otherwise carry inconsistent data. -------------------------------------------------------------- 13.9.4.2 Only Primary Bootstrap Loads If /boot/loader fails to load, but the primary bootstrap still loads (visible by a single dash in the left column of the screen right after the boot process starts), an attempt can be made to interrupt the primary bootstrap at this point, using the space key. This will make the bootstrap stop in stage two, see Section 7.3.2. An attempt can be made here to boot off an alternate partition, like the partition containing the previous root filesystem that has been moved away from "a" above. -------------------------------------------------------------- 13.9.4.3 Nothing Boots, the Bootstrap Panics This situation will happen if the bootstrap had been destroyed by the Vinum installation. Unfortunately, Vinum accidentally currently leaves only 4 KB at the beginning of its partition free before starting to write its Vinum header information. However, the stage one and two bootstraps plus the disklabel embedded between them currently require 8 KB. So if a Vinum partition was started at offset 0 within a slice or disk that was meant to be bootable, the Vinum setup will trash the bootstrap. Similarly, if the above situation has been recovered, for example by booting from a ``Fixit'' medium, and the bootstrap has been re-installed using disklabel -B as described in Section 7.3.2, the bootstrap will trash the Vinum header, and Vinum will no longer find its disk(s). Though no actual Vinum configuration data or data in Vinum volumes will be trashed by this, and it would be possible to recover all the data by entering exact the same Vinum configuration data again, the situation is hard to fix at all. It would be necessary to move the entire Vinum partition by at least 4 KB off, in order to have the Vinum header and the system bootstrap no longer collide. -------------------------------------------------------------- Chapter 14 Localization - I18N/L10N Usage and Setup Contributed by Andrey A. Chernov. Rewritten by Michael C. Wu. 14.1 Synopsis DragonFly is a very distributed project with users and contributors located all over the world. This chapter discusses the internationalization and localization features of DragonFly that allow non-English speaking users to get real work done. There are many aspects of the i18n implementation in both the system and application levels, so where applicable we refer the reader to more specific sources of documentation. After reading this chapter, you will know: * How different languages and locales are encoded on modern operating systems. * How to set the locale for your login shell. * How to configure your console for non-English languages. * How to use X Window System effectively with different languages. * Where to find more information about writing i18n-compliant applications. Before reading this chapter, you should: * Know how to install additional third-party applications (Chapter 4). -------------------------------------------------------------- 14.2 The Basics 14.2.1 What Is I18N/L10N? Developers shortened internationalization into the term I18N, counting the number of letters between the first and the last letters of internationalization. L10N uses the same naming scheme, coming from ``localization''. Combined together, I18N/L10N methods, protocols, and applications allow users to use languages of their choice. I18N applications are programmed using I18N kits under libraries. It allows for developers to write a simple file and translate displayed menus and texts to each language. We strongly encourage programmers to follow this convention. -------------------------------------------------------------- 14.2.2 Why Should I Use I18N/L10N? I18N/L10N is used whenever you wish to either view, input, or process data in non-English languages. -------------------------------------------------------------- 14.2.3 What Languages Are Supported in the I18N Effort? I18N and L10N are not DragonFly specific. Currently, one can choose from most of the major languages of the World, including but not limited to: Chinese, German, Japanese, Korean, French, Russian, Vietnamese and others. -------------------------------------------------------------- 14.3 Using Localization In all its splendor, I18N is not DragonFly-specific and is a convention. We encourage you to help DragonFly in following this convention. Localization settings are based on three main terms: Language Code, Country Code, and Encoding. Locale names are constructed from these parts as follows: LanguageCode_CountryCode.Encoding -------------------------------------------------------------- 14.3.1 Language and Country Codes In order to localize a DragonFly system to a specific language (or any other I18N-supporting UNIX like systems), the user needs to find out the codes for the specify country and language (country codes tell applications what variation of given language to use). In addition, web browsers, SMTP/POP servers, web servers, etc. make decisions based on them. The following are examples of language/country codes: Language/Country Code Description en_US English - United States ru_RU Russian for Russia zh_TW Traditional Chinese for Taiwan -------------------------------------------------------------- 14.3.2 Encodings Some languages use non-ASCII encodings that are 8-bit, wide or multibyte characters, see multibyte(3) for more details. Older applications do not recognize them and mistake them for control characters. Newer applications usually do recognize 8-bit characters. Depending on the implementation, users may be required to compile an application with wide or multibyte characters support, or configure it correctly. To be able to input and process wide or multibyte characters, the FreeBSD Ports collection has provided each language with different programs. Refer to the I18N documentation in the respective FreeBSD Port. Specifically, the user needs to look at the application documentation to decide on how to configure it correctly or to pass correct values into the configure/Makefile/compiler. Some things to keep in mind are: * Language specific single C chars character sets (see multibyte(3)), e.g. ISO-8859-1, ISO-8859-15, KOI8-R, CP437. * Wide or multibyte encodings, e.g. EUC, Big5. You can check the active list of character sets at the IANA Registry. Note: DragonFly uses X11-compatible locale encodings instead. -------------------------------------------------------------- 14.3.3 I18N Applications In the FreeBSD Ports and Package system, I18N applications have been named with I18N in their names for easy identification. However, they do not always support the language needed. -------------------------------------------------------------- 14.3.4 Setting Locale Usually it is sufficient to export the value of the locale name as LANG in the login shell. This could be done in the user's ~/.login_conf file or in the startup file of the user's shell (~/.profile, ~/.bashrc, ~/.cshrc). There is no need to set the locale subsets such as LC_CTYPE, LC_CTIME. Please refer to language-specific DragonFly documentation for more information. You should set the following two environment variables in your configuration files: * LANG for POSIX setlocale(3) family functions * MM_CHARSET for applications' MIME character set This includes the user shell configuration, the specific application configuration, and the X11 configuration. -------------------------------------------------------------- 14.3.4.1 Setting Locale Methods There are two methods for setting locale, and both are described below. The first (recommended one) is by assigning the environment variables in login class, and the second is by adding the environment variable assignments to the system's shell startup file. -------------------------------------------------------------- 14.3.4.1.1 Login Classes Method This method allows environment variables needed for locale name and MIME character sets to be assigned once for every possible shell instead of adding specific shell assignments to each shell's startup file. User Level Setup can be done by an user himself and Administrator Level Setup require superuser privileges. -------------------------------------------------------------- 14.3.4.1.1.1 User Level Setup Here is a minimal example of a .login_conf file in user's home directory which has both variables set for Latin-1 encoding: me:\ :charset=ISO-8859-1:\ :lang=de_DE.ISO8859-1: Here is an example of a .login_conf that sets the variables for Traditional Chinese in BIG-5 encoding. Notice the many more variables set because some software does not respect locale variables correctly for Chinese, Japanese, and Korean. #Users who do not wish to use monetary units or time formats #of Taiwan can manually change each variable me:\ :lang=zh_TW.Big5:\ :lc_all=zh_TW.Big:\ :lc_collate=zh_TW.Big5:\ :lc_ctype=zh_TW.Big5:\ :lc_messages=zh_TW.Big5:\ :lc_monetary=zh_TW.Big5:\ :lc_numeric=zh_TW.Big5:\ :lc_time=zh_TW.Big5:\ :charset=big5:\ :xmodifiers="@im=xcin": #Setting the XIM Input Server See Administrator Level Setup and login.conf(5) for more details. -------------------------------------------------------------- 14.3.4.1.1.2 Administrator Level Setup Verify that the user's login class in /etc/login.conf sets the correct language. Make sure these settings appear in /etc/login.conf: language_name:accounts_title:\ :charset=MIME_charset:\ :lang=locale_name:\ :tc=default: So sticking with our previous example using Latin-1, it would look like this: german:German Users Accounts:\ :charset=ISO-8859-1:\ :lang=de_DE.ISO8859-1:\ :tc=default: Changing Login Classes with vipw(8) Use vipw to add new users, and make the entry look like this: user:password:1111:11:language:0:0:User Name:/home/user:/bin/sh Changing Login Classes with adduser(8) Use adduser to add new users, and do the following: * Set defaultclass = language in /etc/adduser.conf. Keep in mind you must enter a default class for all users of other languages in this case. * An alternative variant is answering the specified language each time that Enter login class: default []: appears from adduser(8). * Another alternative is to use the following for each user of a different language that you wish to add: # adduser -class language Changing Login Classes with pw(8) If you use pw(8) for adding new users, call it in this form: # pw useradd user_name -L language -------------------------------------------------------------- 14.3.4.1.2 Shell Startup File Method Note: This method is not recommended because it requires a different setup for each possible shell program chosen. Use the Login Class Method instead. To add the locale name and MIME character set, just set the two environment variables shown below in the /etc/profile and/or /etc/csh.login shell startup files. We will use the German language as an example below: In /etc/profile: LANG=de_DE.ISO8859-1; export LANG MM_CHARSET=ISO-8859-1; export MM_CHARSET Or in /etc/csh.login: setenv LANG de_DE.ISO8859-1 setenv MM_CHARSET ISO-8859-1 Alternatively, you can add the above instructions to /usr/share/skel/dot.profile (similar to what was used in /etc/profile above), or /usr/share/skel/dot.login (similar to what was used in /etc/csh.login above). For X11: In $HOME/.xinitrc: LANG=de_DE.ISO8859-1; export LANG Or: setenv LANG de_DE.ISO8859-1 Depending on your shell (see above). -------------------------------------------------------------- 14.3.5 Console Setup For all single C chars character sets, set the correct console fonts in /etc/rc.conf for the language in question with: font8x16=font_name font8x14=font_name font8x8=font_name The font_name here is taken from the /usr/share/syscons/fonts directory, without the .fnt suffix. Also be sure to set the correct keymap and screenmap for your single C chars character set. You can add the following to /etc/rc.conf: scrnmap=screenmap_name keymap=keymap_name keychange="fkey_number sequence" The screenmap_name here is taken from the /usr/share/syscons/scrnmaps directory, without the .scm suffix. A screenmap with a corresponding mapped font is usually needed as a workaround for expanding bit 8 to bit 9 on a VGA adapter's font character matrix in pseudographics area, i.e., to move letters out of that area if screen font uses a bit 8 column. If you have the moused daemon enabled by setting the following in your /etc/rc.conf: moused_enable="YES" then examine the mouse cursor information in the next paragraph. By default the mouse cursor of the syscons(4) driver occupies the 0xd0-0xd3 range in the character set. If your language uses this range, you need to move the cursor's range outside of it. To enable this workaround, insert the following line into your kernel configuration: options SC_MOUSE_CHAR=0x03 Insert the following line into /etc/rc.conf: mousechar_start=3 The keymap_name here is taken from the /usr/share/syscons/keymaps directory, without the .kbd suffix. If you're uncertain which keymap to use, you use can kbdmap(1) to test keymaps without rebooting. The keychange is usually needed to program function keys to match the selected terminal type because function key sequences cannot be defined in the key map. Also be sure to set the correct console terminal type in /etc/ttys for all ttyv* entries. Current pre-defined correspondences are: Character Set Terminal Type ISO-8859-1 or ISO-8859-15 cons25l1 ISO-8859-2 cons25l2 ISO-8859-7 cons25l7 KOI8-R cons25r KOI8-U cons25u CP437 (VGA default) cons25 US-ASCII cons25w For wide or multibyte characters languages, use the correct FreeBSD port in your /usr/ports/language directory. Some ports appear as console while the system sees it as serial vtty's, hence you must reserve enough vtty's for both X11 and the pseudo-serial console. Here is a partial list of applications for using other languages in console: Language Location Traditional Chinese (BIG-5) chinese/big5con Japanese japanese/ja-kon2-* or japanese/Mule_Wnn Korean korean/ko-han -------------------------------------------------------------- 14.3.6 X11 Setup Although X11 is not part of DragonFly, we have included some information here for DragonFly users. For more details, refer to the XFree86 web site or whichever X11 Server you use. In ~/.Xresources, you can additionally tune application specific I18N settings (e.g., fonts, menus, etc.). -------------------------------------------------------------- 14.3.6.1 Displaying Fonts Install the X11 TrueType Common server (x11-servers/XttXF86srv-common) and install the language TrueType fonts. Setting the correct locale should allow you to view your selected language in menus and such. -------------------------------------------------------------- 14.3.6.2 Inputting Non-English Characters The X11 Input Method (XIM) Protocol is a new standard for all X11 clients. All X11 applications should be written as XIM clients that take input from XIM Input servers. There are several XIM servers available for different languages. -------------------------------------------------------------- 14.3.7 Printer Setup Some single C chars character sets are usually hardware coded into printers. Wide or multibyte character sets require special setup and we recommend using apsfilter. You may also convert the document to PostScript or PDF formats using language specific converters. -------------------------------------------------------------- 14.3.8 Kernel and File Systems The DragonFly fast filesystem (FFS) is 8-bit clean, so it can be used with any single C chars character set (see multibyte(3)), but there is no character set name stored in the filesystem; i.e., it is raw 8-bit and does not know anything about encoding order. Officially, FFS does not support any form of wide or multibyte character sets yet. However, some wide or multibyte character sets have independent patches for FFS enabling such support. They are only temporary unportable solutions or hacks and we have decided to not include them in the source tree. Refer to respective languages' web sites for more informations and the patch files. The DragonFly MS-DOS filesystem has the configurable ability to convert between MS-DOS, Unicode character sets and chosen DragonFly filesystem character sets. See mount_msdos(8) for details. -------------------------------------------------------------- 14.4 Compiling I18N Programs Many FreeBSD Ports have been ported with I18N support. Some of them are marked with -I18N in the port name. These and many other programs have built in support for I18N and need no special consideration. However, some applications such as MySQL need to be have the Makefile configured with the specific charset. This is usually done in the Makefile or done by passing a value to configure in the source. -------------------------------------------------------------- 14.5 Localizing DragonFly to Specific Languages 14.5.1 Russian Language (KOI8-R Encoding) Originally contributed by Andrey A. Chernov. For more information about KOI8-R encoding, see the KOI8-R References (Russian Net Character Set). -------------------------------------------------------------- 14.5.1.1 Locale Setup Put the following lines into your ~/.login_conf file: me:My Account:\ :charset=KOI8-R:\ :lang=ru_RU.KOI8-R: See earlier in this chapter for examples of setting up the locale. -------------------------------------------------------------- 14.5.1.2 Console Setup * Add the following line to your kernel configuration file: options SC_MOUSE_CHAR=0x03 Insert the following line into /etc/rc.conf: mousechar_start=3 * Use following settings in /etc/rc.conf: keymap="ru.koi8-r" scrnmap="koi8-r2cp866" font8x16="cp866b-8x16" font8x14="cp866-8x14" font8x8="cp866-8x8" * For each ttyv* entry in /etc/ttys, use cons25r as the terminal type. See earlier in this chapter for examples of setting up the console. -------------------------------------------------------------- 14.5.1.3 Printer Setup Since most printers with Russian characters come with hardware code page CP866, a special output filter is needed to convert from KOI8-R to CP866. Such a filter is installed by default as /usr/libexec/lpr/ru/koi2alt. A Russian printer /etc/printcap entry should look like: lp|Russian local line printer:\ :sh:of=/usr/libexec/lpr/ru/koi2alt:\ :lp=/dev/lpt0:sd=/var/spool/output/lpd:lf=/var/log/lpd-errs: See printcap(5) for a detailed description. -------------------------------------------------------------- 14.5.1.4 MS-DOS(R) FS and Russian Filenames The following example fstab(5) entry enables support for Russian filenames in mounted MS-DOS filesystems: /dev/ad0s2 /dos/c msdos rw,-Wkoi2dos,-Lru_RU.KOI8-R 0 0 The option -L selects the locale name used, and -W sets the character conversion table. To use the -W option, be sure to mount /usr before the MS-DOS partition because the conversion tables are located in /usr/libdata/msdosfs. For more informations, see the mount_msdos(8) manual page. -------------------------------------------------------------- 14.5.1.5 X11 Setup 1. Do non-X locale setup first as described. Note: The Russian KOI8-R locale may not work with old XFree86 releases (lower than 3.3). XFree86 4.X is now the default version of the X Window System on DragonFly. This should not be an issue unless you explicitly install an older version of XFree86. 2. Go to the russian/X.language directory and issue the following command: # make install The above port installs the latest version of the KOI8-R fonts. XFree86 3.3 already has some KOI8-R fonts, but these are scaled better. Check the "Files" section in your /etc/XF86Config file. The following lines must be added before any other FontPath entries: FontPath "/usr/X11R6/lib/X11/fonts/cyrillic/misc" FontPath "/usr/X11R6/lib/X11/fonts/cyrillic/75dpi" FontPath "/usr/X11R6/lib/X11/fonts/cyrillic/100dpi" If you use a high resolution video mode, swap the 75 dpi and 100 dpi lines. 3. To activate a Russian keyboard, add the following to the "Keyboard" section of your XF86Config file. For XFree86 3.X: XkbLayout "ru" XkbOptions "grp:caps_toggle" For XFree86 4.X: Option "XkbLayout" "ru" Option "XkbOptions" "grp:caps_toggle" Also make sure that XkbDisable is turned off (commented out) there. The RUS/LAT switch will be CapsLock. The old CapsLock function is still available via Shift+CapsLock (in LAT mode only). If you have ``Windows'' keys on your keyboard, and notice that some non-alphabetical keys are mapped incorrectly in RUS mode, add the following line in your XF86Config file. For XFree86 3.X: XkbVariant "winkeys" For XFree86 4.X: Option "XkbVariant" "winkeys" Note: The Russian XKB keyboard may not work with old XFree86 versions, see the above note for more information. The Russian XKB keyboard may also not work with non-localized applications as well. Minimally localized applications should call a XtSetLanguageProc (NULL, NULL, NULL); function early in the program. See KOI8-R for X Window for more instructions on localizing X11 applications. -------------------------------------------------------------- 14.5.2 Traditional Chinese Localization for Taiwan The FreeBSD-Taiwan Project has an I18N/L10N tutorial for FreeBSD at http://freebsd.sinica.edu.tw/~ncvs/zh-l10n-tut/ using many Chinese ports. Much of that project can apply to DragonFly. The editor for the zh-L10N-tut is Clive Lin . You can also cvsup the following collections at freebsd.sinica.edu.tw: Collection Description outta-port tag=. Beta-quality ports collection for Chinese zh-L10N-tut tag=. Localizing FreeBSD Tutorial in BIG-5 Traditional Chinese zh-doc tag=. FreeBSD Documentation Translation to BIG-5 Traditional Chinese Chuan-Hsing Shen has created the Chinese FreeBSD Collection (CFC) using FreeBSD-Taiwan's zh-L10N-tut. The packages and the script files are available at ftp://ftp.csie.ncu.edu.tw/OS/FreeBSD/taiwan/CFC/. -------------------------------------------------------------- 14.5.3 German Language Localization (for All ISO 8859-1 Languages) Slaven Rezic wrote a tutorial how to use umlauts on a FreeBSD machine. The tutorial is written in German and available at http://www.de.FreeBSD.org/de/umlaute/. -------------------------------------------------------------- 14.5.4 Japanese and Korean Language Localization For Japanese, refer to http://www.jp.FreeBSD.org/, and for Korean, refer to http://www.kr.FreeBSD.org/. -------------------------------------------------------------- 14.5.5 Non-English DragonFly Documentation Non-English documentation will be made available as it is created, at the main site or in /usr/share/doc. -------------------------------------------------------------- Chapter 15 Desktop Applications Contributed by Christophe Juniet. 15.1 Synopsis DragonFly can run a wide variety of desktop applications, such as browsers and word processors. Most of these are available as packages or can be automatically built from the ports collection. Many new users expect to find these kinds of applications on their desktop. This chapter will show you how to install some popular desktop applications effortlessly, either from their packages or from the ports collection. Warning: This chapter contains a number of outdated references to the FreeBSD ports collection. Most instructions still apply to pkgsrc, but proceed with caution until this chapter is updated. Note that when installing programs from the ports, they are compiled from source. This can take a very long time, depending on what you are compiling and the processing power of your machine(s). If building from source takes a prohibitively long amount of time for you, you can install most of the programs of the ports collection from pre-built packages. As DragonFly features Linux binary compatibility, many applications originally developed for Linux are available for your desktop. It is strongly recommended that you read Chapter 22 before installing any of the Linux applications. Many of the ports using the Linux binary compatibility start with ``linux-''. Remember this when you search for a particular port, for instance with whereis(1). In the following text, it is assumed that you have enabled Linux binary compatibility before installing any of the Linux applications. Here are the categories covered by this chapter: * Browsers (such as Mozilla, Netscape, Opera) * Productivity (such as KOffice, AbiWord, The GIMP, OpenOffice.org) * Document Viewers (such as Acrobat Reader(R), gv, Xpdf, GQview) * Finance (such as GnuCash, Gnumeric, Abacus) Before reading this chapter, you should: * Know how to install additional third-party software (Chapter 4). * Know how to install additional Linux software (Chapter 22). For information on how to get a multimedia environment, read Chapter 16. If you want to set up and use electronic mail, please refer to Chapter 20. -------------------------------------------------------------- 15.2 Browsers DragonFly does not come with a particular browser pre-installed. Instead, the www directory of the ports collection contains a lot of browsers ready to be installed. If you do not have time to compile everything (this can take a very long time in some cases) many of them are available as packages. KDE and GNOME already provide HTML browsers. Please refer to Section 5.7 for more information on how to set up these complete desktops. If you are looking for light-weight browsers, you should investigate the ports collection for www/dillo, www/links, or www/w3m. This section covers these applications: +----------------------------------------------------------------+ | Application | Resources | Installation | Major Dependencies | | Name | Needed | from Ports | | |-------------+-----------+--------------+-----------------------| | Mozilla | heavy | heavy | Gtk+ | |-------------+-----------+--------------+-----------------------| | Netscape | heavy | light | Linux Binary | | | | | Compatibility | |-------------+-----------+--------------+-----------------------| | | | | FreeBSD version | | | | | (should work on | | Opera | light | light | DragonFly): None. | | | | | Linux version: Linux | | | | | Binary Compatibility | | | | | and linux-openmotif | +----------------------------------------------------------------+ -------------------------------------------------------------- 15.2.1 Mozilla Mozilla is perhaps the most suitable browser for your DragonFly Desktop. It is modern and stable. It features a very standards-compliant HTML display engine. It provides a mail and news reader. It even has a HTML composer if you plan to write some web pages yourself. Users of Netscape will recognize the similarities with Communicator suite, as both browsers shared the same basis. On slow machines, with a CPU speed less than 233MHz or with less than 64MB of RAM, Mozilla can be too resource-consuming to be fully usable. You may want to look at the Opera browser instead, described a little later in this chapter. The Mozilla package from the network by: # pkg_add mozilla If the package is not available, and you have enough time and disk space, you can get the source for Mozilla, compile it and install it on your system. This is accomplished by: # cd /usr/ports/www/mozilla # make install clean The Mozilla port ensures a correct initialization by running the chrome registry setup with root privileges. However, if you want to fetch some add-ons like mouse gestures, you must run Mozilla as root to get them properly installed. Once you have completed the installation of Mozilla, you do not need to be root any longer. You can start Mozilla as a browser by typing: % mozilla You can start it directly as a mail and news reader as shown below: % mozilla -mail -------------------------------------------------------------- 15.2.2 Mozilla, Java(TM), and Macromedia(R) Flash(TM) Contributed by Tom Rhodes. Installing Mozilla is simple, but unfortunately installing Mozilla with support for add-ons like Java(TM) and Macromedia(R) Flash(TM) consumes both time and disk space. The first thing is to download the files which will be used with Mozilla. Take your current web browser up to http://www.sun.com/software/java2/download.html and create an account on their website. Remember to save the username and password from here as it may be needed in the future. Download a copy of the file j2sdk-1_3_1-src.tar.gz and place this in /usr/ports/distfiles/ as the port will not fetch it automatically. This is due to license restrictions. While we are here, download the ``java environment'' from http://java.sun.com/webapps/download/Display?BundleId=7905. The filename is j2sdk-1_3_1_08-linux-i586.bin and is large (about 25 megabytes!). Like before, this file must be placed into /usr/ports/distfiles/. Finally download a copy of the ``java patchkit'' from http://www.eyesbeyond.com/freebsddom/java/ and place it into /usr/ports/distfiles/. Install the java/jdk13 port with the standard make install clean and then install the www/flashpluginwrapper port. This port requires emulators/linux_base which is a large port. True that other Flash plugins exist, however they have not worked for me. Install the www/mozilla port, if Mozilla is not already installed. Now copy the Flash plug-in files with: # cp /usr/local/lib/flash/libflashplayer.so \ /usr/X11R6/lib/browser_plugins/libflashplayer_linux.so # cp /usr/local/lib/flash/ShockwaveFlash.class \ /usr/X11R6/lib/browser_plugins/ Now add the following lines to the top of (but right under #!/bin/sh) Mozilla startup script: /usr/X11R6/bin/mozilla. LD_PRELOAD=/usr/local/lib/libflashplayer.so.1 export LD_PRELOAD This will enable the Flash plug-in. Now just start Mozilla with: % mozilla & And access the About Plug-ins option from the Help menu. A list should appear with all the currently available plugins. Java and Shockwave(R) Flash should both be listed. -------------------------------------------------------------- 15.2.3 Netscape(R) The ports collection contains several versions of the Netscape browser. Since the native FreeBSD ones contain a serious security bug, installing them is strongly discouraged. Instead, use a more recent Linux or DIGITAL UNIX version. The latest stable release of the Netscape browser is Netscape 7. It can be installed from the ports collection: # cd /usr/ports/www/netscape7 # make install clean There are localized versions in the French, German, and Japanese categories. Caution: Netscape 4.x versions are not recommended because they are not compliant with today's standards. However, Netscape 7.x and newer versions are only available for the i386 platform. -------------------------------------------------------------- 15.2.4 Opera Opera is a very fast, full-featured, and standards-compliant browser. It comes in a version that runs under Linux emulation. There is a no-cost version of the browser that displays advertising and an ad-free version that can be purchased on the Opera web site. To browse the Web with Opera, install the package: # pkg_add opera Some FTP sites do not have all the packages, but the same result can be obtained with the ports collection by typing: # cd /usr/ports/www/opera # make install clean -------------------------------------------------------------- 15.3 Productivity When it comes to productivity, new users often look for a good office suite or a friendly word processor. While some desktop environments like KDE already provide an office suite, there is no default application. DragonFly provides all that is needed, regardless of your desktop environment. This section covers these applications: +----------------------------------------------------------------+ | Application Name | Resources | Installation | Major | | | Needed | from Ports | Dependencies | |------------------+-----------+--------------+------------------| | KOffice | light | heavy | KDE | |------------------+-----------+--------------+------------------| | AbiWord | light | light | Gtk+ or GNOME | |------------------+-----------+--------------+------------------| | The Gimp | light | heavy | Gtk+ | |------------------+-----------+--------------+------------------| | OpenOffice.org | heavy | huge | GCC 3.1, JDK(TM) | | | | | 1.3, Mozilla | +----------------------------------------------------------------+ -------------------------------------------------------------- 15.3.1 KOffice The KDE community has provided its desktop environment with an office suite which can be used outside KDE. It includes the four standard components that can be found in other office suites. KWord is the word processor, KSpread is the spreadsheet program, KPresenter manages slide presentations, and Kontour lets you draw graphical documents. Before installing the latest KOffice, make sure you have an up-to-date version of KDE. To install KOffice as a package, issue the following command: # pkg_add koffice If the package is not available, you can use the ports collection. For instance, to install KOffice for KDE3, do: # cd /usr/ports/editors/koffice-kde3 # make install clean -------------------------------------------------------------- 15.3.2 AbiWord AbiWord is a free word processing program similar in look and feel to Microsoft Word. It is suitable for typing papers, letters, reports, memos, and so forth. It is very fast, contains many features, and is very user-friendly. AbiWord can import or export many file formats, including some proprietary ones like Microsoft .doc. AbiWord is available as a package. You can install it by: # pkg_add AbiWord If the package is not available, it can be compiled from the ports collection. The ports collection should be more up to date. It can be done as follows: # cd /usr/ports/editors/AbiWord # make install clean -------------------------------------------------------------- 15.3.3 The GIMP For image authoring or picture retouching, The GIMP is a very 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 plug-ins and features a scripting interface. The GIMP can read and write a wide range of file formats. It supports interfaces with scanners and tablets. You can install the package by issuing this command: # pkg_add -r gimp If your FTP site does not have this package, you can use the ports collection. The graphics directory of the ports collection also contains The Gimp Manual. Here is how to get them installed: # cd /usr/ports/graphics/gimp1 # make install clean # cd /usr/ports/graphics/gimp-manual-pdf # make install clean Note: The graphics directory of the ports collection holds the development version of The GIMP in graphics/gimp-devel. HTML and PostScript versions of The Gimp Manual are in graphics/gimp-manual-html and graphics/gimp-manual-ps. -------------------------------------------------------------- 15.3.4 OpenOffice.org OpenOffice.org includes all of the mandatory applications in a complete office productivity suite: a word processor, a spreadsheet, a presentation manager, and a drawing program. Its user interface is very 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 including interfaces, spell checkers, and dictionaries. The word processor of OpenOffice.org uses a native XML file format for increased portability and flexibility. The spreadsheet program features a macro language and it can be interfaced with external databases. OpenOffice.org is already stable and runs natively on Windows, Solaris(TM), Linux, FreeBSD, and Mac OS X. More information about OpenOffice.org can be found on the OpenOffice web site. For FreeBSD specific information, and to directly download packages use the FreeBSD OpenOffice Porting Team's web site. These packages should work on DragonFly. To install OpenOffice.org, do: # pkg_add openoffice Once the package is installed, you must run the setup program and choose a standard workstation installation. Run this command as the user who will use OpenOffice.org: % openoffice-setup If the OpenOffice.org packages are not available, you still have the option to compile the port. However, you must bear in mind that it requires a lot of disk space and a fairly long time to compile. # cd /usr/ports/editors/openoffice # make install clean Once this is done, run the setup as the user who will use OpenOffice.org and choose a standard workstation installation by: % cd /usr/ports/editors/openoffice % make install-user If you want to use a localized version, here are the available ports: +------------------------------------+ | Language | Port | |------------+-----------------------| | Arabic | editors/openoffice-ar | |------------+-----------------------| | Danish | editors/openoffice-dk | |------------+-----------------------| | Spanish | editors/openoffice-es | |------------+-----------------------| | Greek | editors/openoffice-gr | |------------+-----------------------| | Italian | editors/openoffice-it | |------------+-----------------------| | Dutch | editors/openoffice-nl | |------------+-----------------------| | Swedish | editors/openoffice-se | |------------+-----------------------| | Turkish | editors/openoffice-tr | |------------+-----------------------| | French | french/openoffice | |------------+-----------------------| | German | german/openoffice | |------------+-----------------------| | Japanese | japanese/openoffice | |------------+-----------------------| | Korean | korean/openoffice | |------------+-----------------------| | Polish | polish/openoffice | |------------+-----------------------| | Portuguese | portuguese/openoffice | |------------+-----------------------| | Russian | russian/openoffice | +------------------------------------+ -------------------------------------------------------------- 15.4 Document Viewers Some new document formats have recently gained popularity. The standard viewers they require may not be available in the base system. We will see how to install them in this section. This section covers these applications: +----------------------------------------------------------------+ | Application Name | Resources | Installation | Major | | | Needed | from Ports | Dependencies | |------------------+-----------+--------------+------------------| | Acrobat Reader | light | light | Linux Binary | | | | | Compatibility | |------------------+-----------+--------------+------------------| | gv | light | light | Xaw3d | |------------------+-----------+--------------+------------------| | Xpdf | light | light | FreeType | |------------------+-----------+--------------+------------------| | GQview | light | light | Gtk+ or GNOME | +----------------------------------------------------------------+ -------------------------------------------------------------- 15.4.1 Acrobat Reader(R) Many documents are now distributed as PDF files, which stands for ``Portable Document Format''. One of the recommended viewers for these types of files is Acrobat Reader, released by Adobe for Linux. As DragonFly can run Linux binaries, it is also available for DragonFly. To install the Acrobat Reader 5 package, do: # pkg_add acroread5 As usual, if the package is not available or you want the latest version, you can use the ports collection as well: # cd /usr/ports/print/acroread5 # make install clean Note: Acrobat Reader is available in several different versions. At this time of writing, there are: print/acroread (version 3.0.2), print/acroread4 (version 4.0.5), and print/acroread5 (version 5.0.6). They may not all have been packaged for your version of DragonFly. The ports collection will always contain the latest versions. -------------------------------------------------------------- 15.4.2 gv gv is a PostScript and PDF viewer. It is originally based on ghostview but it has a nicer look thanks to the Xaw3d library. It is fast and its interface is clean. gv has many features like orientation, paper size, scale, or antialias. Almost any operation can be done either from the keyboard or the mouse. To install gv as a package, do: # pkg_add gv If you cannot get the package, you can use the ports collection: # cd /usr/ports/print/gv # make install clean -------------------------------------------------------------- 15.4.3 Xpdf If you want a small DragonFly PDF viewer, Xpdf is a light-weight and efficient viewer. It requires very few resources and is very stable. It uses the standard X fonts and does not require Motif or any other X toolkit. To install the Xpdf package, issue this command: # pkg_add xpdf If the package is not available or you prefer to use the ports collection, do: # cd /usr/ports/graphics/xpdf # make install clean Once the installation is complete, you can launch Xpdf and use the right mouse button to activate the menu. -------------------------------------------------------------- 15.4.4 GQview GQview is an image manager. You can view a file with a single click, launch an external editor, get thumbnail previews, and much more. It also features a slideshow mode and some basic file operations. You can manage image collections and easily find duplicates. GQview can do full screen viewing and supports internationalization. If you want to install the GQview package, do: # pkg_add gqview If the package is not available or you prefer to use the ports collection, do: # cd /usr/ports/graphics/gqview # make install clean -------------------------------------------------------------- 15.5 Finance If, for any reason, you would like to manage your personal finances on your DragonFly Desktop, there are some powerful and easy to use applications ready to be installed. Some of them are compatible with widespread file formats like those of Quicken(R) or Excel documents. This section covers these applications: +----------------------------------------------------------------+ | Application | Resources | Installation from | Major | | Name | Needed | Ports | Dependencies | |-------------+-----------+-----------------------+--------------| | GnuCash | light | heavy | GNOME | |-------------+-----------+-----------------------+--------------| | Gnumeric | light | heavy | GNOME | |-------------+-----------+-----------------------+--------------| | Abacus | light | light | Tcl/Tk | +----------------------------------------------------------------+ -------------------------------------------------------------- 15.5.1 GnuCash GnuCash is part of the GNOME effort to provide user-friendly yet powerful applications to end-users. With GnuCash, you can keep track of your income and expenses, your bank accounts, or your stocks. It features an intuitive interface while remaining very professional. GnuCash provides a smart register, a hierarchical system of accounts, 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 GnuCash on your system, do: # pkg_add gnucash If the package is not available, you can use the ports collection: # cd /usr/ports/finance/gnucash # make install clean -------------------------------------------------------------- 15.5.2 Gnumeric Gnumeric is a spreadsheet, part of the GNOME desktop environment. It features convenient automatic ``guessing'' of user input according to the cell format and an autofill system for many sequences. It can import files in a number of popular formats like those of Excel, Lotus 1-2-3, or Quattro Pro. Gnumeric supports graphs through the math/guppi graphing program. 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, type in: # pkg_add gnumeric If the package is not available, you can use the ports collection by doing: # cd /usr/ports/math/gnumeric # make install clean -------------------------------------------------------------- 15.5.3 Abacus Abacus is a small and easy to use spreadsheet. It includes many built-in functions useful in several domains such as statistics, finances, and mathematics. It can import and export the Excel file format. Abacus can produce PostScript output. To install Abacus from its package, do: # pkg_add abacus If the package is not available, you can use the ports collection by doing: # cd /usr/ports/deskutils/abacus # make install clean -------------------------------------------------------------- 15.6 Summary DragonFly is quite ready for day-to-day use as a desktop. With several thousand applications available as packages or ports, you can build a perfect desktop that suits all your needs. Once you have achieved the installation of your desktop, you may want to go one step further with misc/instant-workstation. This ``meta-port'' allows you to build a typical set of ports for a workstation. You can customize it by editing /usr/ports/misc/instant-workstation/Makefile. Follow the syntax used for the default set to add or remove ports, and build it with the usual procedure. Eventually, you will be able to create a big package that corresponds to your very own desktop and install it to your other workstations! Here is a quick review of all the desktop applications covered in this chapter: +-----------------------------------------------------------+ | Application Name | Package Name | Ports Name | |------------------+-----------------+----------------------| | Mozilla | mozilla | www/mozilla | |------------------+-----------------+----------------------| | Netscape | linux-netscape7 | www/netscape7 | |------------------+-----------------+----------------------| | Opera | linux-opera | www/linux-opera | |------------------+-----------------+----------------------| | KOffice | koffice-kde3 | editors/koffice-kde3 | |------------------+-----------------+----------------------| | AbiWord | AbiWord | editors/AbiWord | |------------------+-----------------+----------------------| | The GIMP | gimp | graphics/gimp1 | |------------------+-----------------+----------------------| | OpenOffice.org | openoffice | editors/openoffice | |------------------+-----------------+----------------------| | Acrobat Reader | acroread5 | print/acroread5 | |------------------+-----------------+----------------------| | gv | gv | print/gv | |------------------+-----------------+----------------------| | Xpdf | xpdf | graphics/xpdf | |------------------+-----------------+----------------------| | GQview | gqview | graphics/gqview | |------------------+-----------------+----------------------| | GnuCash | gnucash | finance/gnucash | |------------------+-----------------+----------------------| | Gnumeric | gnumeric | math/gnumeric | |------------------+-----------------+----------------------| | Abacus | abacus | deskutils/abacus | +-----------------------------------------------------------+ -------------------------------------------------------------- Chapter 16 Multimedia Edited by Ross Lippert. 16.1 Synopsis DragonFly supports a wide variety of sound cards, allowing you to enjoy high fidelity output from your computer. This includes the ability to record and playback audio in the MPEG Audio Layer 3 (MP3), WAV, and Ogg Vorbis formats as well as many other formats. The pkgsrc tree also contain applications allowing you to edit your recorded audio, add sound effects, and control attached MIDI devices. With some willingness to experiment, DragonFly can support playback of video files and DVD's. The number of applications to encode, convert, and playback various video media is more limited than the number of sound applications. For example as of this writing, there is no good re-encoding application in the pkgsrc tree, which could be use to convert between formats, as there is with audio/sox. However, the software landscape in this area is changing rapidly. This chapter will describe the necessary steps to configure your sound card. The configuration and installation of X11 (Chapter 5) has already taken care of the hardware issues for your video card, though there may be some tweaks to apply for better playback. After reading this chapter, you will know: * How to configure your system so that your sound card is recognized. * Methods to test that your card is working using sample applications. * How to troubleshoot your sound setup. * How to playback and encode MP3s and other audio. * How video is supported by the X server. * Some video player/encoder ports which give good results. * How to playback DVD's, .mpg and .avi files. * How to rip CD and DVD information into files. * How to configure a TV card. Before reading this chapter, you should: * Know how to configure and install a new kernel (Chapter 9). Warning: Trying to mount audio CDs with the mount(8) command will result in an error, at least, and a kernel panic, at worst. These media have specialized encodings which differ from the usual ISO-filesystem. -------------------------------------------------------------- 16.2 Setting Up the Sound Card Contributed by Moses Moore. 16.2.1 Locating the Correct Device Before you begin, you should know the model of the card you have, the chip it uses, and whether it is a PCI or ISA card. DragonFly supports a wide variety of both PCI and ISA cards. If you do not see your card in the following list, check the pcm(4) manual page. This is not a complete list; however, it does list some of the most common cards. * Crystal 4237, 4236, 4232, 4231 * Yamaha OPL-SAx * OPTi931 * Ensoniq AudioPCI 1370/1371 * ESS Solo-1/1E * NeoMagic 256AV/ZX * SoundBlaster(R) Pro, 16, 32, AWE64, AWE128, Live * Creative ViBRA16 * Advanced Asound 100, 110, and Logic ALS120 * ES 1868, 1869, 1879, 1888 * Gravis UltraSound * Aureal Vortex 1 or 2 To use your sound device, you will need to load the proper device driver. This may be accomplished in one of two ways. The easiest way is to simply load a kernel module for your sound card with kldload(8) which can either be done from the command line: # kldload snd_emu10k1.ko or by adding the appropriate line to the file /boot/loader.conf like this: snd_emu10k1_load="YES" These examples are for a Creative SoundBlaster Live! sound card. Other available loadable sound modules are listed in /boot/defaults/loader.conf. Alternatively, you may statically compile in support for your sound card in your kernel. The sections below provide the information you need to add support for your hardware in this manner. For more information about recompiling your kernel, please see Chapter 9. -------------------------------------------------------------- 16.2.1.1 Creative, Advance, and ESS Sound Cards If you have one of the above cards, you will need to add: device pcm to your kernel configuration file. If you have a PnP ISA card, you will also need to add: device sbc For a non-PnP ISA card, add: device pcm device sbc0 at isa? port 0x220 irq 5 drq 1 flags 0x15 to your kernel configuration file. The settings shown above are the defaults. You may need to change the IRQ or the other settings to match your card. See the sbc(4) manual page for more information. -------------------------------------------------------------- 16.2.1.2 Gravis UltraSound Cards For a PnP ISA card, you will need to add: device pcm device gusc to your kernel configuration file. If you have a non-PnP ISA card, you will need to add: device pcm device gus0 at isa? port 0x220 irq 5 drq 1 flags 0x13 to your kernel configuration file. You may need to change the IRQ or the other settings to match your card. See the gusc(4) manual page for more information. -------------------------------------------------------------- 16.2.1.3 Crystal Sound Cards For Crystal cards, you will need to add: device pcm device csa to your kernel configuration file. -------------------------------------------------------------- 16.2.1.4 Generic Support For PnP ISA or PCI cards, you will need to add: device pcm to your kernel configuration file. If you have a non-PnP ISA sound card that does not have a bridge driver, you will need to add: device pcm0 at isa? irq 10 drq 1 flags 0x0 to your kernel configuration file. You may need to change the IRQ or the other settings to match your card. -------------------------------------------------------------- 16.2.1.5 Onboard Sound Some systems with built-in motherboard sound devices may require the following device in your kernel configuration: device pnpbios -------------------------------------------------------------- 16.2.2 Creating and Testing the Device Nodes After you reboot, log in and check for the device in the /var/run/dmesg.boot file, as shown below: # grep pcm /var/run/dmesg.boot pcm0: on sbc0 The output from your system may look different. If no pcm devices show up, something went wrong earlier. If that happens, go through your kernel configuration file again and make sure you chose the correct device. Common problems are listed in Section 16.2.2.1. If the previous command returned pcm0, you will have to run the following as root: # cd /dev # sh MAKEDEV snd0 If the command returned pcm1, follow the same steps as shown above, replacing snd0 with snd1. Note: The above commands will not create a /dev/snd device! MAKEDEV will create a group of device nodes, including: Device Description /dev/audio Sparc(R) compatible audio device /dev/dsp Digitized voice device /dev/dspW Like /dev/dsp, but 16 bits per sample /dev/midi Raw midi access device /dev/mixer Control port mixer device /dev/music Level 2 sequencer interface /dev/sequencer Sequencer device /dev/pss Programmable device interface If all goes well, you should now have a functioning sound card. If your CD-ROM or DVD-ROM drive is properly coupled to your sound card, you can put a CD in the drive and play it with cdcontrol(1): % cdcontrol -f /dev/acd0c play 1 Various applications, such as audio/xmms offer a better interface. You may want to install an application such as audio/mpg123 to listen to MP3 audio files. -------------------------------------------------------------- 16.2.2.1 Common Problems +----------------------------------------------------------------+ | Error | Solution | |----------------------------+-----------------------------------| | ``unsupported subdevice | One or more of the device nodes | | XX'' | was not created correctly. Repeat | | | the steps above. | |----------------------------+-----------------------------------| | ``sb_dspwr(XX) timed out'' | The I/O port is not set | | | correctly. | |----------------------------+-----------------------------------| | | The IRQ is set incorrectly. Make | | ``bad irq XX'' | sure that the set IRQ and the | | | sound IRQ are the same. | |----------------------------+-----------------------------------| | ``xxx: gus pcm not | There is not enough available | | attached, out of memory'' | memory to use the device. | |----------------------------+-----------------------------------| | | Check with fstat | grep dsp if | | ``xxx: can't open | another application is holding | | /dev/dsp!'' | the device open. Noteworthy | | | troublemakers are esound and | | | KDE's sound support. | +----------------------------------------------------------------+ -------------------------------------------------------------- 16.2.3 Utilizing Multiple Sound Sources Contributed by Munish Chopra. It is often desirable to have multiple sources of sound that are able to play simultaneously, such as when esound or artsd do not support sharing of the sound device with a certain application. DragonFly lets you do this through Virtual Sound Channels, which can be set with the sysctl(8) facility. Virtual channels allow you to multiplex your sound card's playback channels by mixing sound in the kernel. To set the number of virtual channels, there are two sysctl knobs which, if you are the root user, can be set like this: # sysctl hw.snd.pcm0.vchans=4 # sysctl hw.snd.maxautovchans=4 The above example allocates four virtual channels, which is a practical number for everyday use. hw.snd.pcm0.vchans is the number of virtual channels pcm0 has, and is configurable once a device has been attached. hw.snd.maxautovchans is the number of virtual channels a new audio device is given when it is attached using kldload(8). Since the pcm module can be loaded independently of the hardware drivers, hw.snd.maxautovchans can store how many virtual channels any devices which are attached later will be given. As DragonFly doesn't support devfs you will have to point your applications at /dev/dsp0.x, where x is 0 to 3 if hw.snd.pcm.0.vchans is set to 4 as in the above example. -------------------------------------------------------------- 16.3 MP3 Audio Contributed by Chern Lee. MP3 (MPEG Layer 3 Audio) accomplishes near CD-quality sound, leaving no reason to let your DragonFly workstation fall short of its offerings. -------------------------------------------------------------- 16.3.1 MP3 Players A popular X11 MP3 player is XMMS (X Multimedia System). Winamp skins can be used with XMMS since the GUI is almost identical to that of Nullsoft's Winamp. XMMS also has native plug-in support. XMMS can be installed from the audio/xmms port or package. XMMS' interface is intuitive, with a playlist, graphic equalizer, and more. Those familiar with Winamp will find XMMS simple to use. The audio/mpg123 port is an alternative, command-line MP3 player. mpg123 can be run by specifying the sound device and the MP3 file on the command line, as shown below: # mpg123 -a /dev/dsp1.0 Foobar-GreatestHits.mp3 High Performance MPEG 1.0/2.0/2.5 Audio Player for Layer 1, 2 and 3. Version 0.59r (1999/Jun/15). Written and copyrights by Michael Hipp. Uses code from various people. See 'README' for more! THIS SOFTWARE COMES WITH ABSOLUTELY NO WARRANTY! USE AT YOUR OWN RISK! Playing MPEG stream from Foobar-GreatestHits.mp3 ... MPEG 1.0 layer III, 128 kbit/s, 44100 Hz joint-stereo /dev/dsp1.0 should be replaced with the dsp device entry on your system. -------------------------------------------------------------- 16.3.2 Ripping CD Audio Tracks Before encoding a CD or CD track to MP3, the audio data on the CD must be ripped onto the hard drive. This is done by copying the raw CDDA (CD Digital Audio) data to WAV files. The cdda2wav tool, which is a part of the sysutils/cdrtools suite, is used for ripping audio information from CDs and the information associated with them. 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 cdda2wav will support ATAPI (IDE) CDROM drives. To rip from an IDE 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/acd0a -t 7 The -D 0,1,0 indicates the SCSI device 0,1,0, which corresponds to the output of cdrecord -scanbus. To rip individual tracks, make use of the -t option as shown: # cdda2wav -D 0,1,0 -t 7 This example rips track seven of the audio CDROM. To rip a range of tracks, for example, track one to seven, specify a range: # cdda2wav -D 0,1,0 -t 1+7 The utility dd(1) can also be used to extract audio tracks on ATAPI drives, read Section 12.5.5 for more information on that possibility. -------------------------------------------------------------- 16.3.3 Encoding MP3s Nowadays, the mp3 encoder of choice is lame. Lame can be found at audio/lame in the pkgsrc tree. Using the ripped WAV files, the following command will convert audio01.wav to audio01.mp3: # lame -h -b 128 \ --tt "Foo Song Title" \ --ta "FooBar Artist" \ --tl "FooBar Album" \ --ty "2001" \ --tc "Ripped and encoded by Foo" \ --tg "Genre" \ audio01.wav audio01.mp3 128 kbits seems to be the standard MP3 bitrate in use. Many enjoy the higher quality 160, or 192. The higher the bitrate, the more disk space the resulting MP3 will consume--but the quality will be higher. The -h option 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 by consulting the lame man page. -------------------------------------------------------------- 16.3.4 Decoding MP3s In order to burn an audio CD from MP3s, they must be converted to a non-compressed WAV format. Both XMMS and mpg123 support the output of MP3 to an uncompressed file format. Writing to Disk in XMMS: 1. Launch XMMS. 2. Right-click on the window to bring up the XMMS menu. 3. Select Preference under Options. 4. Change the Output Plugin to ``Disk Writer Plugin''. 5. Press Configure. 6. Enter (or choose browse) 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 -- 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. Be sure to set the default Output Plugin back to what it was before in order to listen to MP3s again. Writing to stdout in mpg123: 1. Run mpg123 -s audio01.mp3 > audio01.pcm XMMS writes a file in the WAV format, while mpg123 converts the MP3 into raw PCM audio data. Both of these formats can be used with cdrecord to create audio CDs. You have to use raw PCM with burncd(8). If you use WAV files, you will notice a small tick sound at the beginning of each track, this sound is the header of the WAV file. You can simply remove the header of a WAV file with the utility SoX (it can be installed from the audio/sox port or package): % sox -t wav -r 44100 -s -w -c 2 track.wav track.raw Read Section 12.5 for more information on using a CD burner in DragonFly. -------------------------------------------------------------- 16.4 Video Playback Contributed by Ross Lippert. Video playback is a very new and rapidly developing application area. Be patient. Not everything is going to work as smoothly as it did with sound. Before you begin, you should know the model of the video card you have and the chip it uses. While XFree86 and X.org support a wide variety of video cards, fewer give good playback performance. To obtain a list of extensions supported by the X server using your card use the command xdpyinfo(1) while X11 is running. It is a good idea to have a short MPEG file which can be treated as a test file for evaluating various players and options. Since some DVD players will look for DVD media in /dev/dvd by default, or have this device name hardcoded in them, you might find it useful to make symbolic links to the proper devices: # ln -sf /dev/acd0c /dev/dvd # ln -sf /dev/racd0c /dev/rdvd Additionally, DVD decryption, which requires invoking special DVD-ROM functions, requires write permission on the DVD devices. Some of the packages discussed rely on the following kernel options to build correctly. Before attempting to build, add these options to the kernel configuration file, build a new kernel, and reboot: option CPU_ENABLE_SSE option USER_LDT To enhance the shared memory X11 interface, it is recommended that the values of some sysctl(8) variables should be increased: kern.ipc.shmmax=67108864 kern.ipc.shmall=32768 -------------------------------------------------------------- 16.4.1 Determining Video Capabilities There are several possible ways to display video under X11. What will really work is largely hardware dependent. Each method described below will have varying quality across different hardware. Secondly, the rendering of video in X11 is a topic receiving a lot of attention lately, and with each version of X.org or XFree86 there may be significant improvement. A list of common video interfaces: 1. X11: normal X11 output using shared memory. 2. XVideo: an extension to the X11 interface which supports video in any X11 drawable. 3. SDL: the Simple Directmedia Layer. 4. DGA: the Direct Graphics Access. 5. SVGAlib: low level console graphics layer. -------------------------------------------------------------- 16.4.1.1 XVideo Both XFree86 4.X and X.org have an extension called XVideo (aka Xvideo, aka Xv, aka xv) which allows video to be directly displayed in drawable objects through a special acceleration. This extension provides very good quality playback even on low-end machines (for example my PIII 400 Mhz laptop). Unfortunately, the list of cards in which this feature is supported ``out of the box'' is currently: 1. 3DFX Voodoo 3 2. Intel i810 and i815 3. some S3 chips (such as Savage/IX and Savage/MX) If your card is not one of these, do not be disappointed yet. XFree86 4.X adds new xv capabilities with each release [12]. To check whether the extension is running, use xvinfo: % xvinfo XVideo is supported for your card if the result looks like: 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 Also note that the formats listed (YUV2, YUV12, etc) are not present with every implementation of XVideo and their absence may hinder some players. If the result looks like: X-Video Extension version 2.2 screen #0 no adaptors present Then XVideo is probably not supported for your card. If XVideo is not supported for your card, this only means that it will be more difficult for your display to meet the computational demands of rendering video. Depending on your video card and processor, though, you might still be able to have a satisfying experience. You should probably read about ways of improving performance in the advanced reading Section 16.4.3. -------------------------------------------------------------- 16.4.1.2 Simple Directmedia Layer The Simple Directmedia Layer, SDL, was intended to be a porting layer between Microsoft Windows, BeOS, and UNIX, allowing cross-platform applications to be developed which made efficient use of sound and graphics. The SDL layer provides a low-level abstraction to the hardware which can sometimes be more efficient than the X11 interface. The SDL can be found at devel/SDL. -------------------------------------------------------------- 16.4.1.3 Direct Graphics Access Direct Graphics Access is an X11 extension which allows a program to bypass the X server and directly alter the framebuffer. Because it relies on a low level memory mapping to effect this sharing, programs using it must be run as root. The DGA extension can be tested and benchmarked by dga(1). When dga is running, it changes the colors of the display whenever a key is pressed. To quit, use q. -------------------------------------------------------------- 16.4.2 Ports and Packages Dealing with Video This section discusses the software available from the pkgsrc tree which can be used for video playback. Video playback is a very active area of software development, and the capabilities of various applications are bound to diverge somewhat from the descriptions given here. Firstly, it is important to know that many of the video applications which run on DragonFly were developed as Linux applications. Many of these applications are still beta-quality. Some of the problems that you may encounter with video packages on DragonFly include: 1. An application cannot playback a file which another application produced. 2. An application cannot playback a file which the application itself produced. 3. The same application on two different machines, rebuilt on each machine for that machine, plays back the same file differently. 4. A seemingly trivial filter like rescaling of the image size results in very bad artifacts from a buggy rescaling routine. 5. An application frequently dumps core. 6. Documentation is not installed with the port and can be found either on the web or under the port's work directory. Many of these applications may also exhibit ``Linux-isms''. That is, there may be issues resulting from the way some standard libraries are implemented in the Linux distributions, or some features of the Linux kernel which have been assumed by the authors of the applications. These issues are not always noticed and worked around by the port maintainers, which can lead to problems like these: 1. The use of /proc/cpuinfo to detect processor characteristics. 2. A misuse of threads which causes a program to hang upon completion instead of truly terminating. 3. Software not yet in the pkgsrc tree which is commonly used in conjunction with the application. So far, these application developers have been cooperative with port maintainers to minimize the work-arounds needed for port-ing. -------------------------------------------------------------- 16.4.2.1 MPlayer MPlayer is a recently developed and rapidly developing video player. The goals of the MPlayer team are speed and flexibility on Linux and other Unices. The project was started when the team founder got fed up with bad playback performance on then available players. Some would say that the graphical interface has been sacrificed for a streamlined design. However, once you get used to the command line options and the key-stroke controls, it works very well. -------------------------------------------------------------- 16.4.2.1.1 Building MPlayer MPlayer resides in multimedia/mplayer. MPlayer performs a variety of hardware checks during the build process, resulting in a binary which will not be portable from one system to another. Therefore, it is important to build it from ports and not to use a binary package. Additionally, a number of options can be specified in the bmake command line, as described in the bmake show-options. # cd /usr/pkgsrc/multimedia/mplayer # bmake show-options Any of the following general options may be selected: aalib Enable aalib support. arts Use the aRts audio daemon. dts Enable DTS Coherent Acoustics support. dv Enable usage of the libdv library. dvdread Enable reproduction of DVDs. esound Enable support for the Enlightment Sound Daemon. ggi Enable GGI support. gif Enable GIF support. jpeg Enable JPEG support. mad Enable usage of the mad library to play MP3 files. mplayer-menu Enable support for user-defined menus. mplayer-real Enable usage of Real codecs. mplayer-runtime-cpudetection Enable CPU detection at run time. mplayer-win32 Enable usage of Win32 DLLs (codecs). nas Enable usage of the Network Audio System. oss Enable support for the Open Sound System audio library. png Enable PNG support. sdl Use SDL as display library. theora Use the theora codecs. vorbis Enable Ogg Vorbis support. xvid Enable usage of XVid codecs. At most one of the following faadgroup options may be selected: faad Enable AAC decoding support using faad2. mplayer-internal-faad These options are enabled by default: aalib arts dv dvdread esound faad gif jpeg mad mplayer-menu mplayer-real mplayer-runtime-cpudetection mplayer-win32 nas oss png sdl theora vorbis xvid These options are currently enabled: aalib arts dv dvdread esound faad gif jpeg mad mplayer-menu mplayer-real mplayer-runtime-cpudetection mplayer-win32 nas oss png sdl theora vorbis xvid You can select which build options to use by setting PKG_DEFAULT_OPTIONS or PKG_OPTIONS.mplayer. If you have x11/gtk installed, then you might as well enable the GUI. Otherwise, it is not worth the effort. If it is illegal to play (possibly CSS encoded) DVD's with MPlayer on your country you must disable the DVD support option[13]. Otherwise the defaults are ok: # bmake As of this writing, the MPlayer port will build its HTML documentation and one executable, mplayer. By default it builds an encoder, mencoder, which is a tool for re-encoding video. A modification to the Makefile can disable it. The HTML documentation for MPlayer is very informative. If the reader finds the information on video hardware and interfaces in this chapter lacking, the MPlayer documentation is a very thorough supplement. You should definitely take the time to read the MPlayer documentation if you are looking for information about video support in UNIX. -------------------------------------------------------------- 16.4.2.1.2 Using MPlayer The command options for mplayer are listed in the manual page. For even more detail there is HTML documentation. In this section, we will describe only a few common uses. To play a file, such as testfile.avi, through one of the various video interfaces set the -vo option: % 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 from a DVD, replace the testfile.avi with -dvd N DEVICE where N is the title number to play and DEVICE is the device node for the DVD-ROM. For example, to play title 3 from /dev/dvd: # mplayer -vo dga -dvd 3 /dev/dvd To stop, pause, advance and so on, consult the keybindings, which are output by running mplayer -h or read the manual page. Additional important options for playback are: -fs -zoom which engages the fullscreen mode and -framedrop which helps performance. In order for the mplayer command line to not become too large, the user can create a file .mplayer/config and set default options there: vo=xv fs=yes zoom=yes Finally, mplayer can be used to rip a DVD title into a .vob file. To dump out the second title from a DVD, type this: # mplayer -dumpstream -dumpfile out.vob -dvd 2 /dev/dvd The output file, out.vob, will be MPEG and can be manipulated by the other packages described in this section. -------------------------------------------------------------- 16.4.2.1.3 mencoder If you installed mencoder when you build MPlayer, be forewarned that it is still an experimental component. Before using mencoder it is a good idea to familiarize yourself with the options from the HTML documentation. There is a manual page, but it is not very useful without the HTML documentation. There are innumerable ways to improve quality, lower bitrate, and change formats, and some of these tricks may make the difference between good or bad performance. Here are a couple of examples to get you going. First a simple copy: % mencoder input.avi -oac copy -ovc copy -o output.avi Improper combinations of command line options can yield output files that are unplayable even by mplayer. Thus, if you just want to rip to a file, stick to the -dumpfile in mplayer. To convert input.avi to the MPEG4 codec with MPEG3 audio encoding (audio/lame is required): % mencoder input.avi -oac mp3lame -lameopts br=192 \ -ovc lavc -lavcopts vcodec=mpeg4:vhq -o output.avi This has produced output playable by mplayer and xine. input.avi can be replaced with -dvd 1 /dev/dvd and run as root to re-encode a DVD title directly. Since you are likely to be dissatisfied with your results the first time around, it is recommended you dump the title to a file and work on the file. -------------------------------------------------------------- 16.4.2.2 The xine Video Player The xine video player is a project of wide scope aiming not only at being an all in one video solution, but also in producing a reusable base library and a modular executable which can be extended with plugins. It comes both as a package and as a port, multimedia/xine-ui. The xine player is still very rough around the edges, but it is clearly off to a good start. In practice, xine requires either a fast CPU with a fast video card, or support for the XVideo extension. The GUI is usable, but a bit clumsy. As of this writing, there is no input module shipped with xine which will play CSS encoded DVD's. There are third party builds which do have modules for this built in them, but none of these are in the pkgsrc tree. Compared to MPlayer, xine does more for the user, but at the same time, takes some of the more fine-grained control away from the user. The xine video player performs best on XVideo interfaces. By default, xine player will start up in a graphical user interface. The menus can then be used to open a specific file: % xine Alternatively, it may be invoked to play a file immediately without the GUI with the command: % xine -g -p mymovie.avi -------------------------------------------------------------- 16.4.2.3 The transcode Utilities The software transcode is not a player, but a suite of tools for re-encoding .avi and .mpg files. With transcode, one has the ability to merge video files, repair broken files, using command line tools with stdin/stdout stream interfaces. Like MPlayer, transcode is very experimental software which must be build from pkgsrc at multimedia/transcode. You can see all the available options with the bmake show-options command. I recommend the default ones. # bmake Here are two examples of using transcode for video conversion which produce rescaled output. The first encodes the output to an openDIVX AVI file, while the second encodes to the much more portable MPEG format. % transcode -i input.vob -x vob -V -Z 320x240 \ -y opendivx -N 0x55 -o output.avi % transcode -i input.vob -x vob -V -Z 320x240 \ -y mpeg -N 0x55 -o output.tmp % tcmplex -o output.mpg -i output.tmp.m1v -p output.tmp.mpa -m 1 There is a manual page for transcode, but there is little documentation for the various tc* utilities (such as tcmplex) which are also installed. However, the -h command line option can always be given to get curt usage instructions for a command. In comparison, transcode runs significantly slower than mencoder, but it has a better chance of producing a more widely playable file. MPEGs created by transcode have been known to play on Windows Media(R) Player and Apple's Quicktime(R), for example. -------------------------------------------------------------- 16.4.3 Further Reading The various video software packages for DragonFly are developing rapidly. It is quite possible that in the near future many of the problems discussed here will have been resolved. In the mean time, those who want to get the very most out of DragonFly's A/V capabilities will have to cobble together knowledge from several FAQs and tutorials and use a few different applications. This section exists to give the reader pointers to such additional information. The MPlayer documentation is very technically informative. These documents should probably be consulted by anyone wishing to obtain a high level of expertise with UNIX video. The MPlayer mailing list is hostile to anyone who has not bothered to read the documentation, so if you plan on making bug reports to them, RTFM. The xine HOWTO contains a chapter on performance improvement which is general to all players. Finally, there are some other promising applications which the reader may try: * Avifile which is not yet in the official pkgsrc tree, but you can find it on pkgsrc-wip. * Ogle which is also a port multimedia/ogle. * Xtheater * multimedia/dvdauthor, an open source package for authoring DVD content. -------------------------------------------------------------- 16.5 Setting Up TV Cards Original contribution by Josef El-Rayes. Enhanced and adapted by Marc Fonvieille. -------------------------------------------------------------- 16.5.1 Introduction TV cards allow you to watch broadcast or cable TV on your computer. Most of them accept composite video via an RCA or S-video input and some of these cards come with a FM radio tuner. DragonFly provides support for PCI-based TV cards using a Brooktree Bt848/849/878/879 or a Conexant CN-878/Fusion 878a Video Capture Chip with the bktr(4) driver. You must also ensure the board comes with a supported tuner, consult the bktr(4) manual page for a list of supported tuners. -------------------------------------------------------------- 16.5.2 Adding the Driver To use your card, you will need to load the bktr(4) driver, this can be done by adding the following line to the /boot/loader.conf file like this: bktr_load="YES" Alternatively, you may statically compile the support for the TV card in your kernel, in that case add the following lines to your kernel configuration: device bktr device iicbus device iicbb device smbus These additional device drivers are necessary because of the card components being interconnected via an I2C bus. Then build and install a new kernel. Once the support was added to your system, you have to reboot your machine. During the boot process, your TV card should show up, like this: bktr0: mem 0xd7000000-0xd7000fff irq 10 at device 10.0 on pci0 iicbb0: on bti2c0 iicbus0: on iicbb0 master-only iicbus1: on iicbb0 master-only smbus0: on bti2c0 bktr0: Pinnacle/Miro TV, Philips SECAM tuner. Of course these messages can differ according to your hardware. However you should check if the tuner is correctly detected; it is still possible to override some of the detected parameters with sysctl(8) MIBs and kernel configuration file options. For example, if you want to force the tuner to a Philips SECAM tuner, you should add the following line to your kernel configuration file: options OVERRIDE_TUNER=6 or you can directly use sysctl(8): # sysctl hw.bt848.tuner=6 See the bktr(4) manual page and the /usr/src/sys/i386/conf/LINT file for more details on the available options. -------------------------------------------------------------- 16.5.3 Useful Applications To use your TV card you need to install one of the following applications: * multimedia/fxtv provides TV-in-a-window and image/audio/video capture capabilities. * multimedia/xawtv is also a TV application, with the same features as fxtv. * multimedia/alevt decodes and displays Videotext/Teletext. * audio/xmradio, an application to use the FM radio tuner coming with some TV cards. More applications are available in the pkgsrc tree. -------------------------------------------------------------- 16.5.4 Troubleshooting If you encounter any problem with your TV card, you should check at first if the video capture chip and the tuner are really supported by the bktr(4) driver and if you used the right configuration options. For more support and various questions about your TV card you may want to contact and use the archives of the DragonFly User related mailing list. -------------------------------------------------------------- Chapter 17 Serial Communications 17.1 Synopsis UNIX has always had support for serial communications. In fact, the very first UNIX machines relied on serial lines for user input and output. Things have changed a lot from the days when the average ``terminal'' consisted of a 10-character-per-second serial printer and a keyboard. This chapter will cover some of the ways in which DragonFly uses serial communications. After reading this chapter, you will know: * How to connect terminals to your DragonFly system. * How to use a modem to dial out to remote hosts. * How to allow remote users to login to your system with a modem. * How to boot your system from a serial console. Before reading this chapter, you should: * Know how to configure and install a new kernel (Chapter 9). * Understand UNIX permissions and processes (Chapter 3). * Have access to the technical manual for the serial hardware (modem or multi-port card) that you would like to use with DragonFly. -------------------------------------------------------------- 17.2 Introduction 17.2.1 Terminology bps Bits per Second -- the rate at which data is transmitted DTE Data Terminal Equipment -- for example, your computer DCE Data Communications Equipment -- your modem RS-232 EIA standard for hardware serial communications When talking about communications data rates, this section does not use the term ``baud''. Baud refers to the number of electrical state transitions that may be made in a period of time, while ``bps'' (bits per second) is the correct term to use (at least it does not seem to bother the curmudgeons quite as much). -------------------------------------------------------------- 17.2.2 Cables and Ports To connect a modem or terminal to your DragonFly system, you will need a serial port on your computer and the proper cable to connect to your serial device. If you are already familiar with your hardware and the cable it requires, you can safely skip this section. -------------------------------------------------------------- 17.2.2.1 Cables There are several different kinds of serial cables. The two most common types for our purposes are null-modem cables and standard (``straight'') RS-232 cables. The documentation for your hardware should describe the type of cable required. -------------------------------------------------------------- 17.2.2.1.1 Null-modem Cables A null-modem cable passes some signals, such as ``signal ground'', straight through, but switches other signals. For example, the ``send data'' pin on one end goes to the ``receive data'' pin on the other end. If you like making your own cables, you can construct a null-modem cable for use with terminals. This table shows the RS-232C signal names and the pin numbers on a DB-25 connector. Signal Pin # Pin # Signal SG 7 connects to 7 SG TxD 2 connects to 3 RxD RxD 3 connects to 2 TxD RTS 4 connects to 5 CTS CTS 5 connects to 4 RTS DTR 20 connects to 6 DSR DCD 8 6 DSR DSR 6 connects to 20 DTR Note: Connect ``Data Set Ready'' (DSR) and ``Data Carrier Detect'' (DCD) internally in the connector hood, and then to ``Data Terminal Ready'' (DTR) in the remote hood. -------------------------------------------------------------- 17.2.2.1.2 Standard RS-232C Cables A standard serial cable passes all the RS-232C signals straight-through. That is, the ``send data'' pin on one end of the cable goes to the ``send data'' pin on the other end. This is the type of cable to use to connect a modem to your DragonFly system, and is also appropriate for some terminals. -------------------------------------------------------------- 17.2.2.2 Ports Serial ports are the devices through which data is transferred between the DragonFly host computer and the terminal. This section describes the kinds of ports that exist and how they are addressed in DragonFly. -------------------------------------------------------------- 17.2.2.2.1 Kinds of Ports Several kinds of serial ports exist. Before you purchase or construct a cable, you need to make sure it will fit the ports on your terminal and on the DragonFly system. Most terminals will have DB25 ports. Personal computers, including PCs running DragonFly, will have DB25 or DB9 ports. If you have a multiport serial card for your PC, you may have RJ-12 or RJ-45 ports. See the documentation that accompanied the hardware for specifications on the kind of port in use. A visual inspection of the port often works too. -------------------------------------------------------------- 17.2.2.2.2 Port Names In DragonFly, you access each serial port through an entry in the /dev directory. There are two different kinds of entries: * Call-in ports are named /dev/ttydN where N is the port number, starting from zero. Generally, you use the call-in port for terminals. Call-in ports require that the serial line assert the data carrier detect (DCD) signal to work correctly. * Call-out ports are named /dev/cuaaN. You usually do not use the call-out port for terminals, just for modems. You may use the call-out port if the serial cable or the terminal does not support the carrier detect signal. If you have connected a terminal to the first serial port (COM1 in MS-DOS), then you will use /dev/ttyd0 to refer to the terminal. If the terminal is on the second serial port (also known as COM2), use /dev/ttyd1, and so forth. -------------------------------------------------------------- 17.2.3 Kernel Configuration DragonFly supports four serial ports by default. In the MS-DOS world, these are known as COM1, COM2, COM3, and COM4. DragonFly currently supports ``dumb'' multiport serial interface cards, such as the BocaBoard 1008 and 2016, as well as more intelligent multi-port cards such as those made by Digiboard and Stallion Technologies. However, the default kernel only looks for the standard COM ports. To see if your kernel recognizes any of your serial ports, watch for messages while the kernel is booting, or use the /sbin/dmesg command to replay the kernel's boot messages. In particular, look for messages that start with the characters sio. Tip: To view just the messages that have the word sio, use the command: # /sbin/dmesg | grep 'sio' For example, on a system with four serial ports, these are the serial-port specific kernel boot messages: sio0 at 0x3f8-0x3ff irq 4 on isa sio0: type 16550A sio1 at 0x2f8-0x2ff irq 3 on isa sio1: type 16550A sio2 at 0x3e8-0x3ef irq 5 on isa sio2: type 16550A sio3 at 0x2e8-0x2ef irq 9 on isa sio3: type 16550A If your kernel does not recognize all of your serial ports, you will probably need to configure a custom DragonFly kernel for your system. For detailed information on configuring your kernel, please see Chapter 9. The relevant device lines for your kernel configuration file would look like this: device sio0 at isa? port IO_COM1 irq 4 device sio1 at isa? port IO_COM2 irq 3 device sio2 at isa? port IO_COM3 irq 5 device sio3 at isa? port IO_COM4 irq 9 You can comment-out or completely remove lines for devices you do not have. Please refer to the sio(4) manual page for more information on serial ports and multiport boards configuration. Note: port IO_COM1 is a substitution for port 0x3f8, IO_COM2 is 0x2f8, IO_COM3 is 0x3e8, and IO_COM4 is 0x2e8, which are fairly common port addresses for their respective serial ports; interrupts 4, 3, 5, and 9 are fairly common interrupt request lines. Also note that regular serial ports cannot share interrupts on ISA-bus PCs (multiport boards have on-board electronics that allow all the 16550A's on the board to share one or two interrupt request lines). -------------------------------------------------------------- 17.2.4 Device Special Files Most devices in the kernel are accessed through ``device special files'', which are located in the /dev directory. The sio devices are accessed through the /dev/ttydN (dial-in) and /dev/cuaaN (call-out) devices. DragonFly also provides initialization devices (/dev/ttyidN and /dev/cuaiaN) and locking devices (/dev/ttyldN and /dev/cualaN). The initialization devices are used to initialize communications port parameters each time a port is opened, such as crtscts for modems which use RTS/CTS signaling for flow control. The locking devices are used to lock flags on ports to prevent users or programs changing certain parameters; see the manual pages termios(4), sio(4), and stty(1) for information on the terminal settings, locking and initializing devices, and setting terminal options, respectively. -------------------------------------------------------------- 17.2.4.1 Making Device Special Files A shell script called MAKEDEV in the /dev directory manages the device special files. To use MAKEDEV to make dial-up device special files for COM1 (port 0), cd to /dev and issue the command MAKEDEV ttyd0. Likewise, to make dial-up device special files for COM2 (port 1), use MAKEDEV ttyd1. MAKEDEV not only creates the /dev/ttydN device special files, but also the /dev/cuaaN, /dev/cuaiaN, /dev/cualaN, /dev/ttyldN, and /dev/ttyidN nodes. After making new device special files, be sure to check the permissions on the files (especially the /dev/cua* files) to make sure that only users who should have access to those device special files can read and write on them -- you probably do not want to allow your average user to use your modems to dial-out. The default permissions on the /dev/cua* files should be sufficient: crw-rw---- 1 uucp dialer 28, 129 Feb 15 14:38 /dev/cuaa1 crw-rw---- 1 uucp dialer 28, 161 Feb 15 14:38 /dev/cuaia1 crw-rw---- 1 uucp dialer 28, 193 Feb 15 14:38 /dev/cuala1 These permissions allow the user uucp and users in the group dialer to use the call-out devices. -------------------------------------------------------------- 17.2.5 Serial Port Configuration The ttydN (or cuaaN) device is the regular device you will want to open for your applications. When a process opens the device, it will have a default set of terminal I/O settings. You can see these settings with the command # stty -a -f /dev/ttyd1 When you change the settings to this device, the settings are in effect until the device is closed. When it is reopened, it goes back to the default set. To make changes to the default set, you can open and adjust the settings of the ``initial state'' device. For example, to turn on CLOCAL mode, 8 bit communication, and XON/XOFF flow control by default for ttyd5, type: # stty -f /dev/ttyid5 clocal cs8 ixon ixoff System-wide initialization of the serial devices is controlled in /etc/rc.serial. This file affects the default settings of serial devices. To prevent certain settings from being changed by an application, make adjustments to the ``lock state'' device. For example, to lock the speed of ttyd5 to 57600 bps, type: # stty -f /dev/ttyld5 57600 Now, an application that opens ttyd5 and tries to change the speed of the port will be stuck with 57600 bps. Naturally, you should make the initial state and lock state devices writable only by the root account. -------------------------------------------------------------- 17.3 Terminals Contributed by Sean Kelly. Terminals provide a convenient and low-cost way to access your DragonFly system when you are not at the computer's console or on a connected network. This section describes how to use terminals with DragonFly. -------------------------------------------------------------- 17.3.1 Uses and Types of Terminals The original UNIX systems did not have consoles. Instead, people logged in and ran programs through terminals that were connected to the computer's serial ports. It is quite similar to using a modem and terminal software to dial into a remote system to do text-only work. Today's PCs have consoles capable of high quality graphics, but the ability to establish a login session on a serial port still exists in nearly every UNIX style operating system today; DragonFly is no exception. By using a terminal attached to an unused serial port, you can log in and run any text program that you would normally run on the console or in an xterm window in the X Window System. For the business user, you can attach many terminals to a DragonFly system and place them on your employees' desktops. For a home user, a spare computer such as an older IBM PC or a Macintosh can be a terminal wired into a more powerful computer running DragonFly. You can turn what might otherwise be a single-user computer into a powerful multiple user system. For DragonFly, there are three kinds of terminals: * Dumb terminals * PCs acting as terminals * X terminals The remaining subsections describe each kind. -------------------------------------------------------------- 17.3.1.1 Dumb Terminals Dumb terminals are specialized pieces of hardware that let you connect to computers over serial lines. They are called ``dumb'' because they have only enough computational power to display, send, and receive text. You cannot run any programs on them. It is the computer to which you connect them that has all the power to run text editors, compilers, email, games, and so forth. There are hundreds of kinds of dumb terminals made by many manufacturers, including Digital Equipment Corporation's VT-100 and Wyse's WY-75. Just about any kind will work with DragonFly. Some high-end terminals can even display graphics, but only certain software packages can take advantage of these advanced features. Dumb terminals are popular in work environments where workers do not need access to graphical applications such as those provided by the X Window System. -------------------------------------------------------------- 17.3.1.2 PCs Acting as Terminals If a dumb terminal has just enough ability to display, send, and receive text, then certainly any spare personal computer can be a dumb terminal. All you need is the proper cable and some terminal emulation software to run on the computer. Such a configuration is popular in homes. For example, if your spouse is busy working on your DragonFly system's console, you can do some text-only work at the same time from a less powerful personal computer hooked up as a terminal to the DragonFly system. -------------------------------------------------------------- 17.3.1.3 X Terminals X terminals are the most sophisticated kind of terminal available. Instead of connecting to a serial port, they usually connect to a network like Ethernet. Instead of being relegated to text-only applications, they can display any X application. We introduce X terminals just for the sake of completeness. However, this chapter does not cover setup, configuration, or use of X terminals. -------------------------------------------------------------- 17.3.2 Configuration This section describes what you need to configure on your DragonFly system to enable a login session on a terminal. It assumes you have already configured your kernel to support the serial port to which the terminal is connected--and that you have connected it. Recall from Chapter 7 that the init process is responsible for all process control and initialization at system startup. One of the tasks performed by init is to read the /etc/ttys file and start a getty process on the available terminals. The getty process is responsible for reading a login name and starting the login program. Thus, to configure terminals for your DragonFly system the following steps should be taken as root: 1. Add a line to /etc/ttys for the entry in the /dev directory for the serial port if it is not already there. 2. Specify that /usr/libexec/getty be run on the port, and specify the appropriate getty type from the /etc/gettytab file. 3. Specify the default terminal type. 4. Set the port to ``on.'' 5. Specify whether the port should be ``secure.'' 6. Force init to reread the /etc/ttys file. As an optional step, you may wish to create a custom getty type for use in step 2 by making an entry in /etc/gettytab. This chapter does not explain how to do so; you are encouraged to see the gettytab(5) and the getty(8) manual pages for more information. -------------------------------------------------------------- 17.3.2.1 Adding an Entry to /etc/ttys The /etc/ttys file lists all of the ports on your DragonFly system where you want to allow logins. For example, the first virtual console ttyv0 has an entry in this file. You can log in on the console using this entry. This file also contains entries for the other virtual consoles, serial ports, and pseudo-ttys. For a hardwired terminal, just list the serial port's /dev entry without the /dev part (for example, /dev/ttyv0 would be listed as ttyv0). A default DragonFly install includes an /etc/ttys file with support for the first four serial ports: ttyd0 through ttyd3. If you are attaching a terminal to one of those ports, you do not need to add another entry. Example 17-1. Adding Terminal Entries to /etc/ttys Suppose we would like to connect two terminals to the system: a Wyse-50 and an old 286 IBM PC running Procomm terminal software emulating a VT-100 terminal. We connect the Wyse to the second serial port and the 286 to the sixth serial port (a port on a multiport serial card). The corresponding entries in the /etc/ttys file would look like this: ttyd1(1) "/usr/libexec/getty std.38400"(2) wy50(3) on(4) insecure(5) ttyd5 "/usr/libexec/getty std.19200" vt100 on insecure (1) The first field normally specifies the name of the terminal special file as it is found in /dev. (2) The second field is the command to execute for this line, which is usually getty(8). getty initializes and opens the line, sets the speed, prompts for a user name and then executes the login(1) program. The getty program accepts one (optional) parameter on its command line, the getty type. A getty type configures characteristics on the terminal line, like bps rate and parity. The getty program reads these characteristics from the file /etc/gettytab. The file /etc/gettytab contains lots of entries for terminal lines both old and new. In almost all cases, the entries that start with the text std will work for hardwired terminals. These entries ignore parity. There is a std entry for each bps rate from 110 to 115200. Of course, you can add your own entries to this file. The gettytab(5) manual page provides more information. When setting the getty type in the /etc/ttys file, make sure that the communications settings on the terminal match. For our example, the Wyse-50 uses no parity and connects at 38400 bps. The 286 PC uses no parity and connects at 19200 bps. (3) The third field is the type of terminal usually connected to that tty line. For dial-up ports, unknown or dialup is typically used in this field since users may dial up with practically any type of terminal or software. For hardwired terminals, the terminal type does not change, so you can put a real terminal type from the termcap(5) database file in this field. For our example, the Wyse-50 uses the real terminal type while the 286 PC running Procomm will be set to emulate at VT-100. (4) The fourth field specifies if the port should be enabled. Putting on here will have the init process start the program in the second field, getty. If you put off in this field, there will be no getty, and hence no logins on the port. (5) The final field is used to specify whether the port is secure. Marking a port as secure means that you trust it enough to allow the root account (or any account with a user ID of 0) to login from that port. Insecure ports do not allow root logins. On an insecure port, users must login from unprivileged accounts and then use su(1) or a similar mechanism to gain superuser privileges. It is highly recommended that you use ``insecure'' even for terminals that are behind locked doors. It is quite easy to login and use su if you need superuser privileges. -------------------------------------------------------------- 17.3.2.2 Force init to Reread /etc/ttys After making the necessary changes to the /etc/ttys file you should send a SIGHUP (hangup) signal to the init process to force it to re-read its configuration file. For example: # kill -HUP 1 Note: init is always the first process run on a system, therefore it will always have PID 1. If everything is set up correctly, all cables are in place, and the terminals are powered up, then a getty process should be running on each terminal and you should see login prompts on your terminals at this point. -------------------------------------------------------------- 17.3.3 Troubleshooting Your Connection Even with the most meticulous attention to detail, something could still go wrong while setting up a terminal. Here is a list of symptoms and some suggested fixes. -------------------------------------------------------------- 17.3.3.1 No Login Prompt Appears Make sure the terminal is plugged in and powered up. If it is a personal computer acting as a terminal, make sure it is running terminal emulation software on the correct serial port. Make sure the cable is connected firmly to both the terminal and the DragonFly computer. Make sure it is the right kind of cable. Make sure the terminal and DragonFly agree on the bps rate and parity settings. If you have a video display terminal, make sure the contrast and brightness controls are turned up. If it is a printing terminal, make sure paper and ink are in good supply. Make sure that a getty process is running and serving the terminal. For example, to get a list of running getty processes with ps, type: # ps -axww|grep getty You should see an entry for the terminal. For example, the following display shows that a getty is running on the second serial port ttyd1 and is using the std.38400 entry in /etc/gettytab: 22189 d1 Is+ 0:00.03 /usr/libexec/getty std.38400 ttyd1 If no getty process is running, make sure you have enabled the port in /etc/ttys. Also remember to run kill -HUP 1 after modifying the ttys file. If the getty process is running but the terminal still does not display a login prompt, or if it displays a prompt but will not allow you to type, your terminal or cable may not support hardware handshaking. Try changing the entry in /etc/ttys from std.38400 to 3wire.38400 remember to run kill -HUP 1 after modifying /etc/ttys). The 3wire entry is similar to std, but ignores hardware handshaking. You may need to reduce the baud rate or enable software flow control when using 3wire to prevent buffer overflows. -------------------------------------------------------------- 17.3.3.2 If Garbage Appears Instead of a Login Prompt Make sure the terminal and DragonFly agree on the bps rate and parity settings. Check the getty processes to make sure the correct getty type is in use. If not, edit /etc/ttys and run kill -HUP 1. -------------------------------------------------------------- 17.3.3.3 Characters Appear Doubled; the Password Appears When Typed Switch the terminal (or the terminal emulation software) from ``half duplex'' or ``local echo'' to ``full duplex.'' -------------------------------------------------------------- 17.4 Dial-in Service Contributed by Guy Helmer. Additions by Sean Kelly. Configuring your DragonFly system for dial-in service is very similar to connecting terminals except that you are dealing with modems instead of terminals. -------------------------------------------------------------- 17.4.1 External vs. Internal Modems External modems seem to be more convenient for dial-up, because external modems often can be semi-permanently configured via parameters stored in non-volatile RAM and they usually provide lighted indicators that display the state of important RS-232 signals. Blinking lights impress visitors, but lights are also very useful to see whether a modem is operating properly. Internal modems usually lack non-volatile RAM, so their configuration may be limited only to setting DIP switches. If your internal modem has any signal indicator lights, it is probably difficult to view the lights when the system's cover is in place. -------------------------------------------------------------- 17.4.1.1 Modems and Cables If you are using an external modem, then you will of course need the proper cable. A standard RS-232C serial cable should suffice as long as all of the normal signals are wired: * Transmitted Data (SD) * Received Data (RD) * Request to Send (RTS) * Clear to Send (CTS) * Data Set Ready (DSR) * Data Terminal Ready (DTR) * Carrier Detect (CD) * Signal Ground (SG) DragonFly needs the RTS and CTS signals for flow-control at speeds above 2400 bps, the CD signal to detect when a call has been answered or the line has been hung up, and the DTR signal to reset the modem after a session is complete. Some cables are wired without all of the needed signals, so if you have problems, such as a login session not going away when the line hangs up, you may have a problem with your cable. Like other UNIX like operating systems, DragonFly uses the hardware signals to find out when a call has been answered or a line has been hung up and to hangup and reset the modem after a call. DragonFly avoids sending commands to the modem or watching for status reports from the modem. If you are familiar with connecting modems to PC-based bulletin board systems, this may seem awkward. -------------------------------------------------------------- 17.4.2 Serial Interface Considerations DragonFly supports NS8250-, NS16450-, NS16550-, and NS16550A-based EIA RS-232C (CCITT V.24) communications interfaces. The 8250 and 16450 devices have single-character buffers. The 16550 device provides a 16-character buffer, which allows for better system performance. (Bugs in plain 16550's prevent the use of the 16-character buffer, so use 16550A's if possible). Because single-character-buffer devices require more work by the operating system than the 16-character-buffer devices, 16550A-based serial interface cards are much preferred. If the system has many active serial ports or will have a heavy load, 16550A-based cards are better for low-error-rate communications. -------------------------------------------------------------- 17.4.3 Quick Overview As with terminals, init spawns a getty process for each configured serial port for dial-in connections. For example, if a modem is attached to /dev/ttyd0, the command ps ax might show this: 4850 ?? I 0:00.09 /usr/libexec/getty V19200 ttyd0 When a user dials the modem's line and the modems connect, the CD (Carrier Detect) line is reported by the modem. The kernel notices that carrier has been detected and completes getty's open of the port. getty sends a login: prompt at the specified initial line speed. getty watches to see if legitimate characters are received, and, in a typical configuration, if it finds junk (probably due to the modem's connection speed being different than getty's speed), getty tries adjusting the line speeds until it receives reasonable characters. After the user enters his/her login name, getty executes /usr/bin/login, which completes the login by asking for the user's password and then starting the user's shell. -------------------------------------------------------------- 17.4.4 Configuration Files There are three system configuration files in the /etc directory that you will probably need to edit to allow dial-up access to your DragonFly system. The first, /etc/gettytab, contains configuration information for the /usr/libexec/getty daemon. Second, /etc/ttys holds information that tells /sbin/init what tty devices should have getty processes running on them. Lastly, you can place port initialization commands in the /etc/rc.serial script. There are two schools of thought regarding dial-up modems on UNIX. One group likes to configure their modems and systems so that no matter at what speed a remote user dials in, the local computer-to-modem RS-232 interface runs at a locked speed. The benefit of this configuration is that the remote user always sees a system login prompt immediately. The downside is that the system does not know what a user's true data rate is, so full-screen programs like Emacs will not adjust their screen-painting methods to make their response better for slower connections. The other school configures their modems' RS-232 interface to vary its speed based on the remote user's connection speed. For example, V.32bis (14.4 Kbps) connections to the modem might make the modem run its RS-232 interface at 19.2 Kbps, while 2400 bps connections make the modem's RS-232 interface run at 2400 bps. Because getty does not understand any particular modem's connection speed reporting, getty gives a login: message at an initial speed and watches the characters that come back in response. If the user sees junk, it is assumed that they know they should press the Enter key until they see a recognizable prompt. If the data rates do not match, getty sees anything the user types as ``junk'', tries going to the next speed and gives the login: prompt again. This procedure can continue ad nauseam, but normally only takes a keystroke or two before the user sees a good prompt. Obviously, this login sequence does not look as clean as the former ``locked-speed'' method, but a user on a low-speed connection should receive better interactive response from full-screen programs. This section will try to give balanced configuration information, but is biased towards having the modem's data rate follow the connection rate. -------------------------------------------------------------- 17.4.4.1 /etc/gettytab /etc/gettytab is a termcap(5)-style file of configuration information for getty(8). Please see the gettytab(5) manual page for complete information on the format of the file and the list of capabilities. -------------------------------------------------------------- 17.4.4.1.1 Locked-speed Config If you are locking your modem's data communications rate at a particular speed, you probably will not need to make any changes to /etc/gettytab. -------------------------------------------------------------- 17.4.4.1.2 Matching-speed Config You will need to set up an entry in /etc/gettytab to give getty information about the speeds you wish to use for your modem. If you have a 2400 bps modem, you can probably use the existing D2400 entry. # # Fast dialup terminals, 2400/1200/300 rotary (can start either way) # D2400|d2400|Fast-Dial-2400:\ :nx=D1200:tc=2400-baud: 3|D1200|Fast-Dial-1200:\ :nx=D300:tc=1200-baud: 5|D300|Fast-Dial-300:\ :nx=D2400:tc=300-baud: If you have a higher speed modem, you will probably need to add an entry in /etc/gettytab; here is an entry you could use for a 14.4 Kbps modem with a top interface speed of 19.2 Kbps: # # Additions for a V.32bis Modem # um|V300|High Speed Modem at 300,8-bit:\ :nx=V19200:tc=std.300: un|V1200|High Speed Modem at 1200,8-bit:\ :nx=V300:tc=std.1200: uo|V2400|High Speed Modem at 2400,8-bit:\ :nx=V1200:tc=std.2400: up|V9600|High Speed Modem at 9600,8-bit:\ :nx=V2400:tc=std.9600: uq|V19200|High Speed Modem at 19200,8-bit:\ :nx=V9600:tc=std.19200: This will result in 8-bit, no parity connections. The example above starts the communications rate at 19.2 Kbps (for a V.32bis connection), then cycles through 9600 bps (for V.32), 2400 bps, 1200 bps, 300 bps, and back to 19.2 Kbps. Communications rate cycling is implemented with the nx= (``next table'') capability. Each of the lines uses a tc= (``table continuation'') entry to pick up the rest of the ``standard'' settings for a particular data rate. If you have a 28.8 Kbps modem and/or you want to take advantage of compression on a 14.4 Kbps modem, you need to use a higher communications rate than 19.2 Kbps. Here is an example of a gettytab entry starting a 57.6 Kbps: # # Additions for a V.32bis or V.34 Modem # Starting at 57.6 Kbps # vm|VH300|Very High Speed Modem at 300,8-bit:\ :nx=VH57600:tc=std.300: vn|VH1200|Very High Speed Modem at 1200,8-bit:\ :nx=VH300:tc=std.1200: vo|VH2400|Very High Speed Modem at 2400,8-bit:\ :nx=VH1200:tc=std.2400: vp|VH9600|Very High Speed Modem at 9600,8-bit:\ :nx=VH2400:tc=std.9600: vq|VH57600|Very High Speed Modem at 57600,8-bit:\ :nx=VH9600:tc=std.57600: If you have a slow CPU or a heavily loaded system and do not have 16550A-based serial ports, you may receive ``sio'' ``silo'' errors at 57.6 Kbps. -------------------------------------------------------------- 17.4.4.2 /etc/ttys Configuration of the /etc/ttys file was covered in Example 17-1. Configuration for modems is similar but we must pass a different argument to getty and specify a different terminal type. The general format for both locked-speed and matching-speed configurations is: ttyd0 "/usr/libexec/getty xxx" dialup on The first item in the above line is the device special file for this entry -- ttyd0 means /dev/ttyd0 is the file that this getty will be watching. The second item, "/usr/libexec/getty xxx" (xxx will be replaced by the initial gettytab capability) is the process init will run on the device. The third item, dialup, is the default terminal type. The fourth parameter, on, indicates to init that the line is operational. There can be a fifth parameter, secure, but it should only be used for terminals which are physically secure (such as the system console). The default terminal type (dialup in the example above) may depend on local preferences. dialup is the traditional default terminal type on dial-up lines so that users may customize their login scripts to notice when the terminal is dialup and automatically adjust their terminal type. However, the author finds it easier at his site to specify vt102 as the default terminal type, since the users just use VT102 emulation on their remote systems. After you have made changes to /etc/ttys, you may send the init process a HUP signal to re-read the file. You can use the command # kill -HUP 1 to send the signal. If this is your first time setting up the system, you may want to wait until your modem(s) are properly configured and connected before signaling init. -------------------------------------------------------------- 17.4.4.2.1 Locked-speed Config For a locked-speed configuration, your ttys entry needs to have a fixed-speed entry provided to getty. For a modem whose port speed is locked at 19.2 Kbps, the ttys entry might look like this: ttyd0 "/usr/libexec/getty std.19200" dialup on If your modem is locked at a different data rate, substitute the appropriate value for std.speed instead of std.19200. Make sure that you use a valid type listed in /etc/gettytab. -------------------------------------------------------------- 17.4.4.2.2 Matching-speed Config In a matching-speed configuration, your ttys entry needs to reference the appropriate beginning ``auto-baud'' (sic) entry in /etc/gettytab. For example, if you added the above suggested entry for a matching-speed modem that starts at 19.2 Kbps (the gettytab entry containing the V19200 starting point), your ttys entry might look like this: ttyd0 "/usr/libexec/getty V19200" dialup on -------------------------------------------------------------- 17.4.4.3 /etc/rc.serial High-speed modems, like V.32, V.32bis, and V.34 modems, need to use hardware (RTS/CTS) flow control. You can add stty commands to /etc/rc.serial to set the hardware flow control flag in the DragonFly kernel for the modem ports. For example to set the termios flag crtscts on serial port #1's (COM2) dial-in and dial-out initialization devices, the following lines could be added to /etc/rc.serial: # Serial port initial configuration stty -f /dev/ttyid1 crtscts stty -f /dev/cuaia1 crtscts -------------------------------------------------------------- 17.4.5 Modem Settings If you have a modem whose parameters may be permanently set in non-volatile RAM, you will need to use a terminal program (such as Telix under MS-DOS or tip under DragonFly) to set the parameters. Connect to the modem using the same communications speed as the initial speed getty will use and configure the modem's non-volatile RAM to match these requirements: * CD asserted when connected * DTR asserted for operation; dropping DTR hangs up line and resets modem * CTS transmitted data flow control * Disable XON/XOFF flow control * RTS received data flow control * Quiet mode (no result codes) * No command echo Please read the documentation for your modem to find out what commands and/or DIP switch settings you need to give it. For example, to set the above parameters on a U.S. Robotics(R) Sportster(R) 14,400 external modem, one could give these commands to the modem: ATZ AT&C1&D2&H1&I0&R2&W You might also want to take this opportunity to adjust other settings in the modem, such as whether it will use V.42bis and/or MNP5 compression. The U.S. Robotics Sportster 14,400 external modem also has some DIP switches that need to be set; for other modems, perhaps you can use these settings as an example: * Switch 1: UP -- DTR Normal * Switch 2: N/A (Verbal Result Codes/Numeric Result Codes) * Switch 3: UP -- Suppress Result Codes * Switch 4: DOWN -- No echo, offline commands * Switch 5: UP -- Auto Answer * Switch 6: UP -- Carrier Detect Normal * Switch 7: UP -- Load NVRAM Defaults * Switch 8: N/A (Smart Mode/Dumb Mode) Result codes should be disabled/suppressed for dial-up modems to avoid problems that can occur if getty mistakenly gives a login: prompt to a modem that is in command mode and the modem echoes the command or returns a result code. This sequence can result in a extended, silly conversation between getty and the modem. -------------------------------------------------------------- 17.4.5.1 Locked-speed Config For a locked-speed configuration, you will need to configure the modem to maintain a constant modem-to-computer data rate independent of the communications rate. On a U.S. Robotics Sportster 14,400 external modem, these commands will lock the modem-to-computer data rate at the speed used to issue the commands: ATZ AT&B1&W -------------------------------------------------------------- 17.4.5.2 Matching-speed Config For a variable-speed configuration, you will need to configure your modem to adjust its serial port data rate to match the incoming call rate. On a U.S. Robotics Sportster 14,400 external modem, these commands will lock the modem's error-corrected data rate to the speed used to issue the commands, but allow the serial port rate to vary for non-error-corrected connections: ATZ AT&B2&W -------------------------------------------------------------- 17.4.5.3 Checking the Modem's Configuration Most high-speed modems provide commands to view the modem's current operating parameters in a somewhat human-readable fashion. On the U.S. Robotics Sportster 14,400 external modems, the command ATI5 displays the settings that are stored in the non-volatile RAM. To see the true operating parameters of the modem (as influenced by the modem's DIP switch settings), use the commands ATZ and then ATI4. If you have a different brand of modem, check your modem's manual to see how to double-check your modem's configuration parameters. -------------------------------------------------------------- 17.4.6 Troubleshooting Here are a few steps you can follow to check out the dial-up modem on your system. -------------------------------------------------------------- 17.4.6.1 Checking Out the DragonFly System Hook up your modem to your DragonFly system, boot the system, and, if your modem has status indication lights, watch to see whether the modem's DTR indicator lights when the login: prompt appears on the system's console -- if it lights up, that should mean that DragonFly has started a getty process on the appropriate communications port and is waiting for the modem to accept a call. If the DTR indicator does not light, login to the DragonFly system through the console and issue a ps ax to see if DragonFly is trying to run a getty process on the correct port. You should see lines like these among the processes displayed: 114 ?? I 0:00.10 /usr/libexec/getty V19200 ttyd0 115 ?? I 0:00.10 /usr/libexec/getty V19200 ttyd1 If you see something different, like this: 114 d0 I 0:00.10 /usr/libexec/getty V19200 ttyd0 and the modem has not accepted a call yet, this means that getty has completed its open on the communications port. This could indicate a problem with the cabling or a mis-configured modem, because getty should not be able to open the communications port until CD (carrier detect) has been asserted by the modem. If you do not see any getty processes waiting to open the desired ttydN port, double-check your entries in /etc/ttys to see if there are any mistakes there. Also, check the log file /var/log/messages to see if there are any log messages from init or getty regarding any problems. If there are any messages, triple-check the configuration files /etc/ttys and /etc/gettytab, as well as the appropriate device special files /dev/ttydN, for any mistakes, missing entries, or missing device special files. -------------------------------------------------------------- 17.4.6.2 Try Dialing In Try dialing into the system; be sure to use 8 bits, no parity, and 1 stop bit on the remote system. If you do not get a prompt right away, or get garbage, try pressing Enter about once per second. If you still do not see a login: prompt after a while, try sending a BREAK. If you are using a high-speed modem to do the dialing, try dialing again after locking the dialing modem's interface speed (via AT&B1 on a U.S. Robotics Sportster modem, for example). If you still cannot get a login: prompt, check /etc/gettytab again and double-check that * The initial capability name specified in /etc/ttys for the line matches a name of a capability in /etc/gettytab * Each nx= entry matches another gettytab capability name * Each tc= entry matches another gettytab capability name If you dial but the modem on the DragonFly system will not answer, make sure that the modem is configured to answer the phone when DTR is asserted. If the modem seems to be configured correctly, verify that the DTR line is asserted by checking the modem's indicator lights (if it has any). If you have gone over everything several times and it still does not work, take a break and come back to it later. If it still does not work, perhaps you can send an electronic mail message to the DragonFly User related mailing list describing your modem and your problem, and the good folks on the list will try to help. -------------------------------------------------------------- 17.5 Dial-out Service The following are tips for getting your host to be able to connect over the modem to another computer. This is appropriate for establishing a terminal session with a remote host. This is useful to log onto a BBS. This kind of connection can be extremely helpful to get a file on the Internet if you have problems with PPP. If you need to FTP something and PPP is broken, use the terminal session to FTP it. Then use zmodem to transfer it to your machine. -------------------------------------------------------------- 17.5.1 My Stock Hayes Modem Is Not Supported, What Can I Do? Actually, the manual page for tip is out of date. There is a generic Hayes dialer already built in. Just use at=hayes in your /etc/remote file. The Hayes driver is not smart enough to recognize some of the advanced features of newer modems--messages like BUSY, NO DIALTONE, or CONNECT 115200 will just confuse it. You should turn those messages off when you use tip (using ATX0&W). Also, the dial timeout for tip is 60 seconds. Your modem should use something less, or else tip will think there is a communication problem. Try ATS7=45&W. Note: As shipped, tip does not yet support Hayes modems fully. The solution is to edit the file tipconf.h in the directory /usr/src/usr.bin/tip/tip. Obviously you need the source distribution to do this. Edit the line #define HAYES 0 to #define HAYES 1. Then make and make install. Everything works nicely after that. -------------------------------------------------------------- 17.5.2 How Am I Expected to Enter These AT Commands? Make what is called a ``direct'' entry in your /etc/remote file. For example, if your modem is hooked up to the first serial port, /dev/cuaa0, then put in the following line: cuaa0:dv=/dev/cuaa0:br#19200:pa=none Use the highest bps rate your modem supports in the br capability. Then, type tip cuaa0 and you will be connected to your modem. If there is no /dev/cuaa0 on your system, do this: # cd /dev # sh MAKEDEV cuaa0 Or use cu as root with the following command: # cu -lline -sspeed line is the serial port (e.g./dev/cuaa0) and speed is the speed (e.g.57600). When you are done entering the AT commands hit ~. to exit. -------------------------------------------------------------- 17.5.3 The @ Sign for the pn Capability Does Not Work! The @ sign in the phone number capability tells tip to look in /etc/phones for a phone number. But the @ sign is also a special character in capability files like /etc/remote. Escape it with a backslash: pn=\@ -------------------------------------------------------------- 17.5.4 How Can I Dial a Phone Number on the Command Line? Put what is called a ``generic'' entry in your /etc/remote file. For example: tip115200|Dial any phone number at 115200 bps:\ :dv=/dev/cuaa0:br#115200:at=hayes:pa=none:du: tip57600|Dial any phone number at 57600 bps:\ :dv=/dev/cuaa0:br#57600:at=hayes:pa=none:du: Then you can do things like: # tip -115200 5551234 If you prefer cu over tip, use a generic cu entry: cu115200|Use cu to dial any number at 115200bps:\ :dv=/dev/cuaa1:br#57600:at=hayes:pa=none:du: and type: # cu 5551234 -s 115200 -------------------------------------------------------------- 17.5.5 Do I Have to Type in the bps Rate Every Time I Do That? Put in an entry for tip1200 or cu1200, but go ahead and use whatever bps rate is appropriate with the br capability. tip thinks a good default is 1200 bps which is why it looks for a tip1200 entry. You do not have to use 1200 bps, though. -------------------------------------------------------------- 17.5.6 I Access a Number of Hosts Through a Terminal Server Rather than waiting until you are connected and typing CONNECT each time, use tip's cm capability. For example, these entries in /etc/remote: pain|pain.deep13.com|Forrester's machine:\ :cm=CONNECT pain\n:tc=deep13: muffin|muffin.deep13.com|Frank's machine:\ :cm=CONNECT muffin\n:tc=deep13: deep13:Gizmonics Institute terminal server:\ :dv=/dev/cuaa2:br#38400:at=hayes:du:pa=none:pn=5551234: will let you type tip pain or tip muffin to connect to the hosts pain or muffin, and tip deep13 to get to the terminal server. -------------------------------------------------------------- 17.5.7 Can Tip Try More Than One Line for Each Site? This is often a problem where a university has several modem lines and several thousand students trying to use them. Make an entry for your university in /etc/remote and use @ for the pn capability: big-university:\ :pn=\@:tc=dialout dialout:\ :dv=/dev/cuaa3:br#9600:at=courier:du:pa=none: Then, list the phone numbers for the university in /etc/phones: big-university 5551111 big-university 5551112 big-university 5551113 big-university 5551114 tip will try each one in the listed order, then give up. If you want to keep retrying, run tip in a while loop. -------------------------------------------------------------- 17.5.8 Why Do I Have to Hit Ctrl+P Twice to Send Ctrl+P Once? Ctrl+P is the default ``force'' character, used to tell tip that the next character is literal data. You can set the force character to any other character with the ~s escape, which means ``set a variable.'' Type ~sforce=single-char followed by a newline. single-char is any single character. If you leave out single-char, then the force character is the nul character, which you can get by typing Ctrl+2 or Ctrl+Space. A pretty good value for single-char is Shift+Ctrl+6, which is only used on some terminal servers. You can have the force character be whatever you want by specifying the following in your $HOME/.tiprc file: force= -------------------------------------------------------------- 17.5.9 Suddenly Everything I Type Is in Upper Case?? You must have pressed Ctrl+A, tip's ``raise character,'' specially designed for people with broken caps-lock keys. Use ~s as above and set the variable raisechar to something reasonable. In fact, you can set it to the same as the force character, if you never expect to use either of these features. Here is a sample .tiprc file perfect for Emacs users who need to type Ctrl+2 and Ctrl+A a lot: force=^^ raisechar=^^ The ^^ is Shift+Ctrl+6. -------------------------------------------------------------- 17.5.10 How Can I Do File Transfers with tip? If you are talking to another UNIX system, you can send and receive files with ~p (put) and ~t (take). These commands run cat and echo on the remote system to accept and send files. The syntax is: ~p local-file [remote-file] ~t remote-file [local-file] There is no error checking, so you probably should use another protocol, like zmodem. -------------------------------------------------------------- 17.5.11 How Can I Run zmodem with tip? To receive files, start the sending program on the remote end. Then, type ~C rz to begin receiving them locally. To send files, start the receiving program on the remote end. Then, type ~C sz files to send them to the remote system. -------------------------------------------------------------- 17.6 Setting Up the Serial Console Contributed by Kazutaka YOKOTA. Based on a document by Bill Paul. -------------------------------------------------------------- 17.6.1 Introduction DragonFly has the ability to boot on a system with only a dumb terminal on a serial port as a console. Such a configuration should be useful for two classes of people: system administrators who wish to install DragonFly on machines that have no keyboard or monitor attached, and developers who want to debug the kernel or device drivers. As described in Chapter 7, DragonFly employs a three stage bootstrap. The first two stages are in the boot block code which is stored at the beginning of the DragonFly slice on the boot disk. The boot block will then load and run the boot loader (/boot/loader) as the third stage code. In order to set up the serial console you must configure the boot block code, the boot loader code and the kernel. -------------------------------------------------------------- 17.6.2 Serial Console Configuration, Terse Version This section assumes that you are using the default setup, know how to connect serial ports and just want a fast overview of a serial console. If you encounter difficulty with these steps, please see the more extensive explaination of all the options and advanced settings in Section 17.6.3. 1. Connect the serial port. The serial console will be on COM1. 2. echo -h > /boot.config to enable the serial console for the boot loader and kernel. 3. Edit /etc/ttys and change off to on for the ttyd0 entry. This enables a login prompt on the serial console, which mirrors how video consoles are typically setup. 4. shutdown -r now will reboot the system with the serial console. -------------------------------------------------------------- 17.6.3 Serial Console Configuration 1. Prepare a serial cable. You will need either a null-modem cable or a standard serial cable and a null-modem adapter. See Section 17.2.2 for a discussion on serial cables. 2. Unplug your keyboard. Most PC systems probe for the keyboard during the Power-On Self-Test (POST) and will generate an error if the keyboard is not detected. Some machines complain loudly about the lack of a keyboard and will not continue to boot until it is plugged in. If your computer complains about the error, but boots anyway, then you do not have to do anything special. (Some machines with Phoenix BIOS installed merely say ``Keyboard failed'' and continue to boot normally.) If your computer refuses to boot without a keyboard attached then you will have to configure the BIOS so that it ignores this error (if it can). Consult your motherboard's manual for details on how to do this. Tip: Setting the keyboard to ``Not installed'' in the BIOS setup does not mean that you will not be able to use your keyboard. All this does is tell the BIOS not to probe for a keyboard at power-on, so it will not complain if the keyboard is not plugged in. You can leave the keyboard plugged in even with this flag set to ``Not installed'' and the keyboard will still work. Note: If your system has a PS/2(R) mouse, chances are very good that you may have to unplug your mouse as well as your keyboard. This is because PS/2 mice share some hardware with the keyboard and leaving the mouse plugged in can fool the keyboard probe into thinking the keyboard is still there. In general, this is not a problem since the mouse is not much good without the keyboard anyway. 3. Plug a dumb terminal into COM1 (sio0). If you do not have a dumb terminal, you can use an old PC/XT with a modem program, or the serial port on another UNIX box. If you do not have a COM1 (sio0), get one. At this time, there is no way to select a port other than COM1 for the boot blocks without recompiling the boot blocks. If you are already using COM1 for another device, you will have to temporarily remove that device and install a new boot block and kernel once you get DragonFly up and running. (It is assumed that COM1 will be available on a file/compute/terminal server anyway; if you really need COM1 for something else (and you cannot switch that something else to COM2 (sio1)), then you probably should not even be bothering with all this in the first place.) 4. Make sure the configuration file of your kernel has appropriate flags set for COM1 (sio0). Relevant flags are: 0x10 Enables console support for this unit. The other console flags are ignored unless this is set. Currently, at most one unit can have console support; the first one (in config file order) with this flag set is preferred. This option alone will not make the serial port the console. Set the following flag or use the -h option described below, together with this flag. 0x20 Forces this unit to be the console (unless there is another higher priority console), regardless of the -h option discussed below. This flag replaces the COMCONSOLE option in DragonFly versions 2.X. The flag 0x20 must be used together with the 0x10 flag. 0x40 Reserves this unit (in conjunction with 0x10) and makes the unit unavailable for normal access. You should not set this flag to the serial port unit which you want to use as the serial console. This reserves this port for "low-level IO", i.e. kernel debugging. 0x80 This port will be used for remote kernel debugging. Example: device sio0 at isa? port IO_COM1 flags 0x10 irq 4 See the sio(4) manual page for more details. If the flags were not set, you need to run UserConfig (on a different console) or recompile the kernel. 5. Create boot.config in the root directory of the a partition on the boot drive. This file will instruct the boot block code how you would like to boot the system. In order to activate the serial console, you need one or more of the following options--if you want multiple options, include them all on the same line: -h Toggles internal and serial consoles. You can use this to switch console devices. For instance, if you boot from the internal (video) console, you can use -h to direct the boot loader and the kernel to use the serial port as its console device. Alternatively, if you boot from the serial port, you can use the -h to tell the boot loader and the kernel to use the video display as the console instead. -D Toggles single and dual console configurations. In the single configuration the console will be either the internal console (video display) or the serial port, depending on the state of the -h option above. In the dual console configuration, both the video display and the serial port will become the console at the same time, regardless of the state of the -h option. However, note that the dual console configuration takes effect only during the boot block is running. Once the boot loader gets control, the console specified by the -h option becomes the only console. -P Makes the boot block probe the keyboard. If no keyboard is found, the -D and -h options are automatically set. Note: Due to space constraints in the current version of the boot blocks, the -P option is capable of detecting extended keyboards only. Keyboards with less than 101 keys (and without F11 and F12 keys) may not be detected. Keyboards on some laptop computers may not be properly found because of this limitation. If this is the case with your system, you have to abandon using the -P option. Unfortunately there is no workaround for this problem. Use either the -P option to select the console automatically, or the -h option to activate the serial console. You may include other options described in boot(8) as well. The options, except for -P, will be passed to the boot loader (/boot/loader). The boot loader will determine which of the internal video or the serial port should become the console by examining the state of the -h option alone. This means that if you specify the -D option but not the -h option in /boot.config, you can use the serial port as the console only during the boot block; the boot loader will use the internal video display as the console. 6. Boot the machine. When you start your DragonFly box, the boot blocks will echo the contents of /boot.config to the console. For example: /boot.config: -P Keyboard: no The second line appears only if you put -P in /boot.config and indicates presence/absence of the keyboard. These messages go to either serial or internal console, or both, depending on the option in /boot.config. Options Message goes to none internal console -h serial console -D serial and internal consoles -Dh serial and internal consoles -P, keyboard present internal console -P, keyboard absent serial console After the above messages, there will be a small pause before the boot blocks continue loading the boot loader and before any further messages printed to the console. Under normal circumstances, you do not need to interrupt the boot blocks, but you may want to do so in order to make sure things are set up correctly. Hit any key, other than Enter, at the console to interrupt the boot process. The boot blocks will then prompt you for further action. You should now see something like: >> DragonFly/i386 BOOT Default: 0:ad(0,a)/boot/loader boot: Verify the above message appears on either the serial or internal console or both, according to the options you put in /boot.config. If the message appears in the correct console, hit Enter to continue the boot process. If you want the serial console but you do not see the prompt on the serial terminal, something is wrong with your settings. In the meantime, you enter -h and hit Enter/Return (if possible) to tell the boot block (and then the boot loader and the kernel) to choose the serial port for the console. Once the system is up, go back and check what went wrong. After the boot loader is loaded and you are in the third stage of the boot process you can still switch between the internal console and the serial console by setting appropriate environment variables in the boot loader. See Section 17.6.6. -------------------------------------------------------------- 17.6.4 Summary Here is the summary of various settings discussed in this section and the console eventually selected. -------------------------------------------------------------- 17.6.4.1 Case 1: You Set the Flags to 0x10 for sio0 device sio0 at isa? port IO_COM1 flags 0x10 irq 4 Options in Console during boot Console during Console in /boot.config blocks boot loader kernel nothing internal internal internal -h serial serial serial -D serial and internal internal internal -Dh serial and internal serial serial -P, keyboard internal internal internal present -P, keyboard absent serial and internal serial serial -------------------------------------------------------------- 17.6.4.2 Case 2: You Set the Flags to 0x30 for sio0 device sio0 at isa? port IO_COM1 flags 0x30 irq 4 Options in Console during boot Console during Console in /boot.config blocks boot loader kernel nothing internal internal serial -h serial serial serial -D serial and internal internal serial -Dh serial and internal serial serial -P, keyboard internal internal serial present -P, keyboard absent serial and internal serial serial -------------------------------------------------------------- 17.6.5 Tips for the Serial Console 17.6.5.1 Setting a Faster Serial Port Speed By default, the serial port settings are: 9600 baud, 8 bits, no parity, and 1 stop bit. If you wish to change the speed, you need to recompile at least the boot blocks. Add the following line to /etc/make.conf and compile new boot blocks: BOOT_COMCONSOLE_SPEED=19200 If the serial console is configured in some other way than by booting with -h, or if the serial console used by the kernel is different from the one used by the boot blocks, then you must also add the following option to the kernel configuration file and compile a new kernel: options CONSPEED=19200 -------------------------------------------------------------- 17.6.5.2 Using Serial Port Other Than sio0 for the Console Using a port other than sio0 as the console requires some recompiling. If you want to use another serial port for whatever reasons, recompile the boot blocks, the boot loader and the kernel as follows. 1. Get the kernel source. (See Section 21.1) 2. Edit /etc/make.conf and set BOOT_COMCONSOLE_PORT to the address of the port you want to use (0x3F8, 0x2F8, 0x3E8 or 0x2E8). Only sio0 through sio3 (COM1 through COM4) can be used; multiport serial cards will not work. No interrupt setting is needed. 3. Create a custom kernel configuration file and add appropriate flags for the serial port you want to use. For example, if you want to make sio1 (COM2) the console: device sio1 at isa? port IO_COM2 flags 0x10 irq 3 or device sio1 at isa? port IO_COM2 flags 0x30 irq 3 The console flags for the other serial ports should not be set. 4. Recompile and install the boot blocks and the boot loader: # cd /sys/boot # make # make install 5. Rebuild and install the kernel. 6. Write the boot blocks to the boot disk with disklabel(8) and boot from the new kernel. -------------------------------------------------------------- 17.6.5.3 Entering the DDB Debugger from the Serial Line If you wish to drop into the kernel debugger from the serial console (useful for remote diagnostics, but also dangerous if you generate a spurious BREAK on the serial port!) then you should compile your kernel with the following options: options BREAK_TO_DEBUGGER options DDB -------------------------------------------------------------- 17.6.5.4 Getting a Login Prompt on the Serial Console While this is not required, you may wish to get a login prompt over the serial line, now that you can see boot messages and can enter the kernel debugging session through the serial console. Here is how to do it. Open the file /etc/ttys with an editor and locate the lines: ttyd0 "/usr/libexec/getty std.9600" unknown off secure ttyd1 "/usr/libexec/getty std.9600" unknown off secure ttyd2 "/usr/libexec/getty std.9600" unknown off secure ttyd3 "/usr/libexec/getty std.9600" unknown off secure ttyd0 through ttyd3 corresponds to COM1 through COM4. Change off to on for the desired port. If you have changed the speed of the serial port, you need to change std.9600 to match the current setting, e.g. std.19200. You may also want to change the terminal type from unknown to the actual type of your serial terminal. After editing the file, you must kill -HUP 1 to make this change take effect. -------------------------------------------------------------- 17.6.6 Changing Console from the Boot Loader Previous sections described how to set up the serial console by tweaking the boot block. This section shows that you can specify the console by entering some commands and environment variables in the boot loader. As the boot loader is invoked at the third stage of the boot process, after the boot block, the settings in the boot loader will override the settings in the boot block. -------------------------------------------------------------- 17.6.6.1 Setting Up the Serial Console You can easily specify the boot loader and the kernel to use the serial console by writing just one line in /boot/loader.rc: set console=comconsole This will take effect regardless of the settings in the boot block discussed in the previous section. You had better put the above line as the first line of /boot/loader.rc so as to see boot messages on the serial console as early as possible. Likewise, you can specify the internal console as: set console=vidconsole If you do not set the boot loader environment variable console, the boot loader, and subsequently the kernel, will use whichever console indicated by the -h option in the boot block. In versions 3.2 or later, you may specify the console in /boot/loader.conf.local or /boot/loader.conf, rather than in /boot/loader.rc. In this method your /boot/loader.rc should look like: include /boot/loader.4th start Then, create /boot/loader.conf.local and put the following line there. console=comconsole or console=vidconsole See loader.conf(5) for more information. Note: At the moment, the boot loader has no option equivalent to the -P option in the boot block, and there is no provision to automatically select the internal console and the serial console based on the presence of the keyboard. -------------------------------------------------------------- 17.6.6.2 Using a Serial Port Other Than sio0 for the Console You need to recompile the boot loader to use a serial port other than sio0 for the serial console. Follow the procedure described in Section 17.6.5.2. -------------------------------------------------------------- 17.6.7 Caveats The idea here is to allow people to set up dedicated servers that require no graphics hardware or attached keyboards. Unfortunately, while most systems will let you boot without a keyboard, there are quite a few that will not let you boot without a graphics adapter. Machines with AMI BIOSes can be configured to boot with no graphics adapter installed simply by changing the ``graphics adapter'' setting in the CMOS configuration to ``Not installed.'' However, many machines do not support this option and will refuse to boot if you have no display hardware in the system. With these machines, you will have to leave some kind of graphics card plugged in, (even if it is just a junky mono board) although you will not have to attach a monitor. You might also try installing an AMI BIOS. -------------------------------------------------------------- Chapter 18 PPP and SLIP Restructured, reorganized, and updated by Jim Mock. 18.1 Synopsis DragonFly has a number of ways to link one computer to another. To establish a network or Internet connection through a dial-up modem, or to allow others to do so through you, requires the use of PPP or SLIP. This chapter describes setting up these modem-based communication services in detail. After reading this chapter, you will know: * How to set up user PPP. * How to set up kernel PPP. * How to set up PPPoE (PPP over Ethernet). * How to set up PPPoA (PPP over ATM). * How to configure and set up a SLIP client and server. Before reading this chapter, you should: * Be familiar with basic network terminology. * Understand the basics and purpose of a dialup connection and PPP and/or SLIP. You may be wondering what the main difference is between user PPP and kernel PPP. The answer is simple: user PPP processes the inbound and outbound data in userland rather than in the kernel. This is expensive in terms of copying the data between the kernel and userland, but allows a far more feature-rich PPP implementation. User PPP uses the tun device to communicate with the outside world whereas kernel PPP uses the ppp device. Note: Throughout in this chapter, user PPP will simply be referred to as ppp unless a distinction needs to be made between it and any other PPP software such as pppd. Unless otherwise stated, all of the commands explained in this chapter should be executed as root. -------------------------------------------------------------- 18.2 Using User PPP Updated and enhanced by Tom Rhodes. Originally contributed by Brian Somers. With input from Nik Clayton, Dirk Fro:mberg, and Peter Childs. 18.2.1 User PPP 18.2.1.1 Assumptions This document assumes you have the following: * An account with an Internet Service Provider (ISP) which you connect to using PPP. * You have a modem or other device connected to your system and configured correctly which allows you to connect to your ISP. * The dial-up number(s) of your ISP. * Your login name and password. (Either a regular UNIX style login and password pair, or a PAP or CHAP login and password pair.) * The IP address of one or more name servers. Normally, you will be given two IP addresses by your ISP to use for this. If they have not given you at least one, then you can use the enable dns command in ppp.conf and ppp will set the name servers for you. This feature depends on your ISPs PPP implementation supporting DNS negotiation. The following information may be supplied by your ISP, but is not completely necessary: * The IP address of your ISP's gateway. The gateway is the machine to which you will connect and will be set up as your default route. If you do not have this information, we can make one up and your ISP's PPP server will tell us the correct value when we connect. This IP number is referred to as HISADDR by ppp. * The netmask you should use. If your ISP has not provided you with one, you can safely use 255.255.255.255. * If your ISP provides you with a static IP address and hostname, you can enter it. Otherwise, we simply let the peer assign whatever IP address it sees fit. If you do not have any of the required information, contact your ISP. Note: Throughout this section, many of the examples showing the contents of configuration files are numbered by line. These numbers serve to aid in the presentation and discussion only and are not meant to be placed in the actual file. Proper indentation with tab and space characters is also important. -------------------------------------------------------------- 18.2.1.2 Creating PPP Device Nodes Under normal circumstances, most users will only need one tun device (/dev/tun0). References to tun0 below may be changed to tunN where N is any unit number corresponding to your system. The easiest way to make sure that the tun0 device is configured correctly is to remake the device. To remake the device, do the following: # cd /dev # sh MAKEDEV tun0 If you need 16 tunnel devices in your kernel, you will need to create them. This can be done by executing the following commands: # cd /dev # sh MAKEDEV tun15 -------------------------------------------------------------- 18.2.1.3 Automatic PPP Configuration Both ppp and pppd (the kernel level implementation of PPP) use the configuration files located in the /etc/ppp directory. Examples for user ppp can be found in /usr/share/examples/ppp/. Configuring ppp requires that you edit a number of files, depending on your requirements. What you put in them depends to some extent on whether your ISP allocates IP addresses statically (i.e., you get given one IP address, and always use that one) or dynamically (i.e., your IP address changes each time you connect to your ISP). -------------------------------------------------------------- 18.2.1.3.1 PPP and Static IP Addresses You will need to edit the /etc/ppp/ppp.conf configuration file. It should look similar to the example below. Note: Lines that end in a : start in the first column (beginning of the line)-- all other lines should be indented as shown using spaces or tabs. 1 default: 2 set log Phase Chat LCP IPCP CCP tun command 3 ident user-ppp VERSION (built COMPILATIONDATE) 4 set device /dev/cuaa0 5 set speed 115200 6 set dial "ABORT BUSY ABORT NO\\sCARRIER TIMEOUT 5 \ 7 \"\" AT OK-AT-OK ATE1Q0 OK \\dATDT\\T TIMEOUT 40 CONNECT" 8 set timeout 180 9 enable dns 10 11 provider: 12 set phone "(123) 456 7890" 13 set authname foo 14 set authkey bar 15 set login "TIMEOUT 10 \"\" \"\" gin:--gin: \\U word: \\P col: ppp" 16 set timeout 300 17 set ifaddr x.x.x.x y.y.y.y 255.255.255.255 0.0.0.0 18 add default HISADDR Line 1: Identifies the default entry. Commands in this entry are executed automatically when ppp is run. Line 2: Enables logging parameters. When the configuration is working satisfactorily, this line should be reduced to saying set log phase tun in order to avoid excessive log file sizes. Line 3: Tells PPP how to identify itself to the peer. PPP identifies itself to the peer if it has any trouble negotiating and setting up the link, providing information that the peers administrator may find useful when investigating such problems. Line 4: Identifies the device to which the modem is connected. COM1 is /dev/cuaa0 and COM2 is /dev/cuaa1. Line 5: Sets the speed you want to connect at. If 115200 does not work (it should with any reasonably new modem), try 38400 instead. Line 6 & 7: The dial string. User PPP uses an expect-send syntax similar to the chat(8) program. Refer to the manual page for information on the features of this language. Note that this command continues onto the next line for readability. Any command in ppp.conf may do this if the last character on the line is a ``\'' character. Line 8: Sets the idle timeout for the link. 180 seconds is the default, so this line is purely cosmetic. Line 9: Tells PPP to ask the peer to confirm the local resolver settings. If you run a local name server, this line should be commented out or removed. Line 10: A blank line for readability. Blank lines are ignored by PPP. Line 11: Identifies an entry for a provider called ``provider''. This could be changed to the name of your ISP so that later you can use the load ISP to start the connection. Line 12: Sets the phone number for this provider. Multiple phone numbers may be specified using the colon (:) or pipe character (|)as a separator. The difference between the two separators is described in ppp(8). To summarize, if you want to rotate through the numbers, use a colon. If you want to always attempt to dial the first number first and only use the other numbers if the first number fails, use the pipe character. Always quote the entire set of phone numbers as shown. You must enclose the phone number in quotation marks (") if there is any intention on using spaces in the phone number. This can cause a simple, yet subtle error. Line 13 & 14: Identifies the user name and password. When connecting using a UNIX style login prompt, these values are referred to by the set login command using the \U and \P variables. When connecting using PAP or CHAP, these values are used at authentication time. Line 15: If you are using PAP or CHAP, there will be no login at this point, and this line should be commented out or removed. See PAP and CHAP authentication for further details. The login string is of the same chat-like syntax as the dial string. In this example, the string works for a service whose login session looks like this: J. Random Provider login: foo password: bar protocol: ppp You will need to alter this script to suit your own needs. When you write this script for the first time, you should ensure that you have enabled ``chat'' logging so you can determine if the conversation is going as expected. Line 16: Sets the default idle timeout (in seconds) for the connection. Here, the connection will be closed automatically after 300 seconds of inactivity. If you never want to timeout, set this value to zero or use the -ddial command line switch. Line 17: Sets the interface addresses. The string x.x.x.x should be replaced by the IP address that your provider has allocated to you. The string y.y.y.y should be replaced by the IP address that your ISP indicated for their gateway (the machine to which you connect). If your ISP has not given you a gateway address, use 10.0.0.2/0. If you need to use a ``guessed'' address, make sure that you create an entry in /etc/ppp/ppp.linkup as per the instructions for PPP and Dynamic IP addresses. If this line is omitted, ppp cannot run in -auto mode. Line 18: Adds a default route to your ISP's gateway. The special word HISADDR is replaced with the gateway address specified on line 17. It is important that this line appears after line 17, otherwise HISADDR will not yet be initialized. If you do not wish to run ppp in -auto, this line should be moved to the ppp.linkup file. It is not necessary to add an entry to ppp.linkup when you have a static IP address and are running ppp in -auto mode as your routing table entries are already correct before you connect. You may however wish to create an entry to invoke programs after connection. This is explained later with the sendmail example. Example configuration files can be found in the /usr/share/examples/ppp/ directory. -------------------------------------------------------------- 18.2.1.3.2 PPP and Dynamic IP Addresses If your service provider does not assign static IP addresses, ppp can be configured to negotiate the local and remote addresses. This is done by ``guessing'' an IP address and allowing ppp to set it up correctly using the IP Configuration Protocol (IPCP) after connecting. The ppp.conf configuration is the same as PPP and Static IP Addresses, with the following change: 17 set ifaddr 10.0.0.1/0 10.0.0.2/0 255.255.255.255 Again, do not include the line number, it is just for reference. Indentation of at least one space is required. Line 17: The number after the / character is the number of bits of the address that ppp will insist on. You may wish to use IP numbers more appropriate to your circumstances, but the above example will always work. The last argument (0.0.0.0) tells PPP to start negotiations using address 0.0.0.0 rather than 10.0.0.1 and is necessary for some ISPs. Do not use 0.0.0.0 as the first argument to set ifaddr as it prevents PPP from setting up an initial route in -auto mode. If you are not running in -auto mode, you will need to create an entry in /etc/ppp/ppp.linkup. ppp.linkup is used after a connection has been established. At this point, ppp will have assigned the interface addresses and it will now be possible to add the routing table entries: 1 provider: 2 add default HISADDR Line 1: On establishing a connection, ppp will look for an entry in ppp.linkup according to the following rules: First, try to match the same label as we used in ppp.conf. If that fails, look for an entry for the IP address of our gateway. This entry is a four-octet IP style label. If we still have not found an entry, look for the MYADDR entry. Line 2: This line tells ppp to add a default route that points to HISADDR. HISADDR will be replaced with the IP number of the gateway as negotiated by the IPCP. See the pmdemand entry in the files /usr/share/examples/ppp/ppp.conf.sample and /usr/share/examples/ppp/ppp.linkup.sample for a detailed example. -------------------------------------------------------------- 18.2.1.3.3 Receiving Incoming Calls When you configure ppp to receive incoming calls on a machine connected to a LAN, you must decide if you wish to forward packets to the LAN. If you do, you should allocate the peer an IP number from your LAN's subnet, and use the command enable proxy in your /etc/ppp/ppp.conf file. You should also confirm that the /etc/rc.conf file contains the following: gateway_enable="YES" -------------------------------------------------------------- 18.2.1.3.4 Which getty? Configuring DragonFly for Dial-up Services provides a good description on enabling dial-up services using getty(8). An alternative to getty is mgetty, a smarter version of getty designed with dial-up lines in mind. The advantages of using mgetty is that it actively talks to modems, meaning if port is turned off in /etc/ttys then your modem will not answer the phone. Later versions of mgetty (from 0.99beta onwards) also support the automatic detection of PPP streams, allowing your clients script-less access to your server. Refer to Mgetty and AutoPPP for more information on mgetty. -------------------------------------------------------------- 18.2.1.3.5 PPP Permissions The ppp command must normally be run as the root user. If however, you wish to allow ppp to run in server mode as a normal user by executing ppp as described below, that user must be given permission to run ppp by adding them to the network group in /etc/group. You will also need to give them access to one or more sections of the configuration file using the allow command: allow users fred mary If this command is used in the default section, it gives the specified users access to everything. -------------------------------------------------------------- 18.2.1.3.6 PPP Shells for Dynamic-IP Users Create a file called /etc/ppp/ppp-shell containing the following: #!/bin/sh IDENT=`echo $0 | sed -e 's/^.*-\(.*\)$/\1/'` CALLEDAS="$IDENT" TTY=`tty` if [ x$IDENT = xdialup ]; then IDENT=`basename $TTY` fi echo "PPP for $CALLEDAS on $TTY" echo "Starting PPP for $IDENT" exec /usr/sbin/ppp -direct $IDENT This script should be executable. Now make a symbolic link called ppp-dialup to this script using the following commands: # ln -s ppp-shell /etc/ppp/ppp-dialup You should use this script as the shell for all of your dialup users. This is an example from /etc/password for a dialup PPP user with username pchilds (remember do not directly edit the password file, use vipw). pchilds:*:1011:300:Peter Childs PPP:/home/ppp:/etc/ppp/ppp-dialup Create a /home/ppp directory that is world readable containing the following 0 byte files: -r--r--r-- 1 root wheel 0 May 27 02:23 .hushlogin -r--r--r-- 1 root wheel 0 May 27 02:22 .rhosts which prevents /etc/motd from being displayed. -------------------------------------------------------------- 18.2.1.3.7 PPP Shells for Static-IP Users Create the ppp-shell file as above, and for each account with statically assigned IPs create a symbolic link to ppp-shell. For example, if you have three dialup customers, fred, sam, and mary, that you route class C networks for, you would type the following: # ln -s /etc/ppp/ppp-shell /etc/ppp/ppp-fred # ln -s /etc/ppp/ppp-shell /etc/ppp/ppp-sam # ln -s /etc/ppp/ppp-shell /etc/ppp/ppp-mary Each of these users dialup accounts should have their shell set to the symbolic link created above (for example, mary's shell should be /etc/ppp/ppp-mary). -------------------------------------------------------------- 18.2.1.3.8 Setting Up ppp.conf for Dynamic-IP Users The /etc/ppp/ppp.conf file should contain something along the lines of: default: set debug phase lcp chat set timeout 0 ttyd0: set ifaddr 203.14.100.1 203.14.100.20 255.255.255.255 enable proxy ttyd1: set ifaddr 203.14.100.1 203.14.100.21 255.255.255.255 enable proxy Note: The indenting is important. The default: section is loaded for each session. For each dialup line enabled in /etc/ttys create an entry similar to the one for ttyd0: above. Each line should get a unique IP address from your pool of IP addresses for dynamic users. -------------------------------------------------------------- 18.2.1.3.9 Setting Up ppp.conf for Static-IP Users Along with the contents of the sample /usr/share/examples/ppp/ppp.conf above you should add a section for each of the statically assigned dialup users. We will continue with our fred, sam, and mary example. fred: set ifaddr 203.14.100.1 203.14.101.1 255.255.255.255 sam: set ifaddr 203.14.100.1 203.14.102.1 255.255.255.255 mary: set ifaddr 203.14.100.1 203.14.103.1 255.255.255.255 The file /etc/ppp/ppp.linkup should also contain routing information for each static IP user if required. The line below would add a route for the 203.14.101.0 class C via the client's ppp link. fred: add 203.14.101.0 netmask 255.255.255.0 HISADDR sam: add 203.14.102.0 netmask 255.255.255.0 HISADDR mary: add 203.14.103.0 netmask 255.255.255.0 HISADDR -------------------------------------------------------------- 18.2.1.3.10 mgetty and AutoPPP Configuring and compiling mgetty with the AUTO_PPP option enabled allows mgetty to detect the LCP phase of PPP connections and automatically spawn off a ppp shell. However, since the default login/password sequence does not occur it is necessary to authenticate users using either PAP or CHAP. This section assumes the user has successfully configured, compiled, and installed a version of mgetty with the AUTO_PPP option (v0.99beta or later). Make sure your /usr/local/etc/mgetty+sendfax/login.config file has the following in it: /AutoPPP/ - - /etc/ppp/ppp-pap-dialup This will tell mgetty to run the ppp-pap-dialup script for detected PPP connections. Create a file called /etc/ppp/ppp-pap-dialup containing the following (the file should be executable): #!/bin/sh exec /usr/sbin/ppp -direct pap$IDENT For each dialup line enabled in /etc/ttys, create a corresponding entry in /etc/ppp/ppp.conf. This will happily co-exist with the definitions we created above. pap: enable pap set ifaddr 203.14.100.1 203.14.100.20-203.14.100.40 enable proxy Each user logging in with this method will need to have a username/password in /etc/ppp/ppp.secret file, or alternatively add the following option to authenticate users via PAP from /etc/password file. enable passwdauth If you wish to assign some users a static IP number, you can specify the number as the third argument in /etc/ppp/ppp.secret. See /usr/share/examples/ppp/ppp.secret.sample for examples. -------------------------------------------------------------- 18.2.1.3.11 MS Extensions It is possible to configure PPP to supply DNS and NetBIOS nameserver addresses on demand. To enable these extensions with PPP version 1.x, the following lines might be added to the relevant section of /etc/ppp/ppp.conf. enable msext set ns 203.14.100.1 203.14.100.2 set nbns 203.14.100.5 And for PPP version 2 and above: accept dns set dns 203.14.100.1 203.14.100.2 set nbns 203.14.100.5 This will tell the clients the primary and secondary name server addresses, and a NetBIOS nameserver host. In version 2 and above, if the set dns line is omitted, PPP will use the values found in /etc/resolv.conf. -------------------------------------------------------------- 18.2.1.3.12 PAP and CHAP Authentication Some ISPs set their system up so that the authentication part of your connection is done using either of the PAP or CHAP authentication mechanisms. If this is the case, your ISP will not give a login: prompt when you connect, but will start talking PPP immediately. PAP is less secure than CHAP, but security is not normally an issue here as passwords, although being sent as plain text with PAP, are being transmitted down a serial line only. There is not much room for crackers to ``eavesdrop''. Referring back to the PPP and Static IP addresses or PPP and Dynamic IP addresses sections, the following alterations must be made: 13 set authname MyUserName 14 set authkey MyPassword 15 set login Line 13: This line specifies your PAP/CHAP user name. You will need to insert the correct value for MyUserName. Line 14: This line specifies your PAP/CHAP password. You will need to insert the correct value for MyPassword. You may want to add an additional line, such as: 16 accept PAP or 16 accept CHAP to make it obvious that this is the intention, but PAP and CHAP are both accepted by default. Line 15: Your ISP will not normally require that you log into the server if you are using PAP or CHAP. You must therefore disable your ``set login'' string. -------------------------------------------------------------- 18.2.1.3.13 Changing Your ppp Configuration on the Fly It is possible to talk to the ppp program while it is running in the background, but only if a suitable diagnostic port has been set up. To do this, add the following line to your configuration: set server /var/run/ppp-tun%d DiagnosticPassword 0177 This will tell PPP to listen to the specified UNIX domain socket, asking clients for the specified password before allowing access. The %d in the name is replaced with the tun device number that is in use. Once a socket has been set up, the pppctl(8) program may be used in scripts that wish to manipulate the running program. -------------------------------------------------------------- 18.2.1.4 Using PPP Network Address Translation Capability PPP has ability to use internal NAT without kernel diverting capabilities. This functionality may be enabled by the following line in /etc/ppp/ppp.conf: nat enable yes Alternatively, PPP NAT may be enabled by command-line option -nat. There is also /etc/rc.conf knob named ppp_nat, which is enabled by default. If you use this feature, you may also find useful the following /etc/ppp/ppp.conf options to enable incoming connections forwarding: nat port tcp 10.0.0.2:ftp ftp nat port tcp 10.0.0.2:http http or do not trust the outside at all nat deny_incoming yes -------------------------------------------------------------- 18.2.1.5 Final System Configuration You now have ppp configured, but there are a few more things to do before it is ready to work. They all involve editing the /etc/rc.conf file. Working from the top down in this file, make sure the hostname= line is set, e.g.: hostname="foo.example.com" If your ISP has supplied you with a static IP address and name, it is probably best that you use this name as your host name. Look for the network_interfaces variable. If you want to configure your system to dial your ISP on demand, make sure the tun0 device is added to the list, otherwise remove it. network_interfaces="lo0 tun0" ifconfig_tun0= Note: The ifconfig_tun0 variable should be empty, and a file called /etc/start_if.tun0 should be created. This file should contain the line: ppp -auto mysystem This script is executed at network configuration time, starting your ppp daemon in automatic mode. If you have a LAN for which this machine is a gateway, you may also wish to use the -alias switch. Refer to the manual page for further details. Make sure the router program set to NO with following line in your /etc/rc.conf: router_enable="NO" It is important that the routed daemon is not started (it is by default), as routed tends to delete the default routing table entries created by ppp. It is probably worth your while ensuring that the sendmail_flags line does not include the -q option, otherwise sendmail will attempt to do a network lookup every now and then, possibly causing your machine to dial out. You may try: sendmail_flags="-bd" The downside of this is that you must force sendmail to re-examine the mail queue whenever the ppp link is up by typing: # /usr/sbin/sendmail -q You may wish to use the !bg command in ppp.linkup to do this automatically: 1 provider: 2 delete ALL 3 add 0 0 HISADDR 4 !bg sendmail -bd -q30m If you do not like this, it is possible to set up a ``dfilter'' to block SMTP traffic. Refer to the sample files for further details. All that is left is to reboot the machine. After rebooting, you can now either type: # ppp and then dial provider to start the PPP session, or, if you want ppp to establish sessions automatically when there is outbound traffic (and you have not created the start_if.tun0 script), type: # ppp -auto provider -------------------------------------------------------------- 18.2.1.6 Summary To recap, the following steps are necessary when setting up ppp for the first time: Client side: 1. Ensure that the tun device is built into your kernel. 2. Ensure that the tunN device file is available in the /dev directory. 3. Create an entry in /etc/ppp/ppp.conf. The pmdemand example should suffice for most ISPs. 4. If you have a dynamic IP address, create an entry in /etc/ppp/ppp.linkup. 5. Update your /etc/rc.conf file. 6. Create a start_if.tun0 script if you require demand dialing. Server side: 1. Ensure that the tun device is built into your kernel. 2. Ensure that the tunN device file is available in the /dev directory. 3. Create an entry in /etc/passwd (using the vipw(8) program). 4. Create a profile in this users home directory that runs ppp -direct direct-server or similar. 5. Create an entry in /etc/ppp/ppp.conf. The direct-server example should suffice. 6. Create an entry in /etc/ppp/ppp.linkup. 7. Update your /etc/rc.conf file. -------------------------------------------------------------- 18.3 Using Kernel PPP Parts originally contributed by Gennady B. Sorokopud and Robert Huff. 18.3.1 Setting Up Kernel PPP Before you start setting up PPP on your machine, make sure that pppd is located in /usr/sbin and the directory /etc/ppp exists. pppd can work in two modes: 1. As a ``client'' -- you want to connect your machine to the outside world via a PPP serial connection or modem line. 2. As a ``server'' -- your machine is located on the network, and is used to connect other computers using PPP. In both cases you will need to set up an options file (/etc/ppp/options or ~/.ppprc if you have more than one user on your machine that uses PPP). You will also need some modem/serial software (preferably comms/kermit), so you can dial and establish a connection with the remote host. -------------------------------------------------------------- 18.3.2 Using pppd as a Client Based on information provided by Trev Roydhouse. The following /etc/ppp/options might be used to connect to a Cisco terminal server PPP line. crtscts # enable hardware flow control modem # modem control line noipdefault # remote PPP server must supply your IP address # if the remote host does not send your IP during IPCP # negotiation, remove this option passive # wait for LCP packets domain ppp.foo.com # put your domain name here : # put the IP of remote PPP host here # it will be used to route packets via PPP link # if you didn't specified the noipdefault option # change this line to : defaultroute # put this if you want that PPP server will be your # default router To connect: 1. Dial to the remote host using kermit (or some other modem program), and enter your user name and password (or whatever is needed to enable PPP on the remote host). 2. Exit kermit (without hanging up the line). 3. Enter the following: # /usr/src/usr.sbin/pppd.new/pppd /dev/tty01 19200 Be sure to use the appropriate speed and device name. Now your computer is connected with PPP. If the connection fails, you can add the debug option to the /etc/ppp/options file, and check console messages to track the problem. Following /etc/ppp/pppup script will make all 3 stages automatic: #!/bin/sh ps ax |grep pppd |grep -v grep pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi ifconfig ppp0 down ifconfig ppp0 delete kermit -y /etc/ppp/kermit.dial pppd /dev/tty01 19200 /etc/ppp/kermit.dial is a kermit script that dials and makes all necessary authorization on the remote host (an example of such a script is attached to the end of this document). Use the following /etc/ppp/pppdown script to disconnect the PPP line: #!/bin/sh pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ X${pid} != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill -TERM ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi /sbin/ifconfig ppp0 down /sbin/ifconfig ppp0 delete kermit -y /etc/ppp/kermit.hup /etc/ppp/ppptest Check to see if pppd is still running by executing /usr/etc/ppp/ppptest, which should look like this: #!/bin/sh pid=`ps ax| grep pppd |grep -v grep|awk '{print $1;}'` if [ X${pid} != "X" ] ; then echo 'pppd running: PID=' ${pid-NONE} else echo 'No pppd running.' fi set -x netstat -n -I ppp0 ifconfig ppp0 To hang up the modem, execute /etc/ppp/kermit.hup, which should contain: set line /dev/tty01 ; put your modem device here set speed 19200 set file type binary set file names literal set win 8 set rec pack 1024 set send pack 1024 set block 3 set term bytesize 8 set command bytesize 8 set flow none pau 1 out +++ inp 5 OK out ATH0\13 echo \13 exit Here is an alternate method using chat instead of kermit: The following two files are sufficient to accomplish a pppd connection. /etc/ppp/options: /dev/cuaa1 115200 crtscts # enable hardware flow control modem # modem control line connect "/usr/bin/chat -f /etc/ppp/login.chat.script" noipdefault # remote PPP serve must supply your IP address # if the remote host doesn't send your IP during # IPCP negotiation, remove this option passive # wait for LCP packets domain # put your domain name here : # put the IP of remote PPP host here # it will be used to route packets via PPP link # if you didn't specified the noipdefault option # change this line to : defaultroute # put this if you want that PPP server will be # your default router /etc/ppp/login.chat.script: Note: The following should go on a single line. ABORT BUSY ABORT 'NO CARRIER' "" AT OK ATDT CONNECT "" TIMEOUT 10 ogin:-\\r-ogin: TIMEOUT 5 sword: Once these are installed and modified correctly, all you need to do is run pppd, like so: # pppd -------------------------------------------------------------- 18.3.3 Using pppd as a Server /etc/ppp/options should contain something similar to the following: crtscts # Hardware flow control netmask 255.255.255.0 # netmask (not required) 192.114.208.20:192.114.208.165 # IP's of local and remote hosts # local ip must be different from one # you assigned to the ethernet (or other) # interface on your machine. # remote IP is IP address that will be # assigned to the remote machine domain ppp.foo.com # your domain passive # wait for LCP modem # modem line The following /etc/ppp/pppserv script will tell pppd to behave as a server: #!/bin/sh ps ax |grep pppd |grep -v grep pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi # reset ppp interface ifconfig ppp0 down ifconfig ppp0 delete # enable autoanswer mode kermit -y /etc/ppp/kermit.ans # run ppp pppd /dev/tty01 19200 Use this /etc/ppp/pppservdown script to stop the server: #!/bin/sh ps ax |grep pppd |grep -v grep pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi ifconfig ppp0 down ifconfig ppp0 delete kermit -y /etc/ppp/kermit.noans The following kermit script (/etc/ppp/kermit.ans) will enable/disable autoanswer mode on your modem. It should look like this: set line /dev/tty01 set speed 19200 set file type binary set file names literal set win 8 set rec pack 1024 set send pack 1024 set block 3 set term bytesize 8 set command bytesize 8 set flow none pau 1 out +++ inp 5 OK out ATH0\13 inp 5 OK echo \13 out ATS0=1\13 ; change this to out ATS0=0\13 if you want to disable ; autoanswer mode inp 5 OK echo \13 exit A script named /etc/ppp/kermit.dial is used for dialing and authenticating on the remote host. You will need to customize it for your needs. Put your login and password in this script; you will also need to change the input statement depending on responses from your modem and remote host. ; ; put the com line attached to the modem here: ; set line /dev/tty01 ; ; put the modem speed here: ; set speed 19200 set file type binary ; full 8 bit file xfer set file names literal set win 8 set rec pack 1024 set send pack 1024 set block 3 set term bytesize 8 set command bytesize 8 set flow none set modem hayes set dial hangup off set carrier auto ; Then SET CARRIER if necessary, set dial display on ; Then SET DIAL if necessary, set input echo on set input timeout proceed set input case ignore def \%x 0 ; login prompt counter goto slhup :slcmd ; put the modem in command mode echo Put the modem in command mode. clear ; Clear unread characters from input buffer pause 1 output +++ ; hayes escape sequence input 1 OK\13\10 ; wait for OK if success goto slhup output \13 pause 1 output at\13 input 1 OK\13\10 if fail goto slcmd ; if modem doesn't answer OK, try again :slhup ; hang up the phone clear ; Clear unread characters from input buffer pause 1 echo Hanging up the phone. output ath0\13 ; hayes command for on hook input 2 OK\13\10 if fail goto slcmd ; if no OK answer, put modem in command mode :sldial ; dial the number pause 1 echo Dialing. output atdt9,550311\13\10 ; put phone number here assign \%x 0 ; zero the time counter :look clear ; Clear unread characters from input buffer increment \%x ; Count the seconds input 1 {CONNECT } if success goto sllogin reinput 1 {NO CARRIER\13\10} if success goto sldial reinput 1 {NO DIALTONE\13\10} if success goto slnodial reinput 1 {\255} if success goto slhup reinput 1 {\127} if success goto slhup if < \%x 60 goto look else goto slhup :sllogin ; login assign \%x 0 ; zero the time counter pause 1 echo Looking for login prompt. :slloop increment \%x ; Count the seconds clear ; Clear unread characters from input buffer output \13 ; ; put your expected login prompt here: ; input 1 {Username: } if success goto sluid reinput 1 {\255} if success goto slhup reinput 1 {\127} if success goto slhup if < \%x 10 goto slloop ; try 10 times to get a login prompt else goto slhup ; hang up and start again if 10 failures :sluid ; ; put your userid here: ; output ppp-login\13 input 1 {Password: } ; ; put your password here: ; output ppp-password\13 input 1 {Entering SLIP mode.} echo quit :slnodial echo \7No dialtone. Check the telephone line!\7 exit 1 ; local variables: ; mode: csh ; comment-start: "; " ; comment-start-skip: "; " ; end: -------------------------------------------------------------- 18.4 Troubleshooting PPP Connections Contributed by Tom Rhodes. This section covers a few issues which may arise when using PPP over a modem connection. For instance, perhaps you need to know exactly what prompts the system you are dialing into will present. Some ISPs present the ssword prompt, and others will present password; if the ppp script is not written accordingly, the login attempt will fail. The most common way to debug ppp connections is by connecting manually. The following information will walk you through a manual connection step by step. -------------------------------------------------------------- 18.4.1 Check the Device Nodes If you reconfigured your kernel then you recall the sio device. If you did not configure your kernel, there is no reason to worry. Just check the dmesg output for the modem device with: #dmesg | grep sio You should get some pertinent output about the sio devices. These are the COM ports we need. If your modem acts like a standard serial port then you should see it listed on sio1, or COM2. If so, you are not required to rebuild the kernel, you just need to make the serial device. You can do this by changing your directory to /dev and running the MAKEDEV script like above. Now make the serial devices with: # sh MAKEDEV cuaa0 cuaa1 cuaa2 cuaa3 which will create the serial devices for your system. When matching up sio modem is on sio1 or COM2 if you are in DOS, then your modem device would be /dev/cuaa1. -------------------------------------------------------------- 18.4.2 Connecting Manually Connecting to the Internet by manually controlling ppp is quick, easy, and a great way to debug a connection or just get information on how your ISP treats ppp client connections. Lets start PPP from the command line. Note that in all of our examples we will use example as the hostname of the machine running PPP. You start ppp by just typing ppp: # ppp We have now started ppp. ppp ON example> set device /dev/cuaa1 We set our modem device, in this case it is cuaa1. ppp ON example> set speed 115200 Set the connection speed, in this case we are using 115,200 kbps. ppp ON example> enable dns Tell ppp to configure our resolver and add the nameserver lines to /etc/resolv.conf. If ppp cannot determine our hostname, we can set one manually later. ppp ON example> term Switch to ``terminal'' mode so that we can manually control the modem. deflink: Entering terminal mode on /dev/cuaa1 type '~h' for help at OK atdt123456789 Use at to initialize the modem, then use atdt and the number for your ISP to begin the dial in process. CONNECT Confirmation of the connection, if we are going to have any connection problems, unrelated to hardware, here is where we will attempt to resolve them. ISP Login:myusername Here you are prompted for a username, return the prompt with the username that was provided by the ISP. ISP Pass:mypassword This time we are prompted for a password, just reply with the password that was provided by the ISP. Just like logging into DragonFly, the password will not echo. Shell or PPP:ppp Depending on your ISP this prompt may never appear. Here we are being asked if we wish to use a shell on the provider, or to start ppp. In this example, we have chosen to use ppp as we want an Internet connection. Ppp ON example> Notice that in this example the first p has been capitalized. This shows that we have successfully connected to the ISP. PPp ON example> We have successfully authenticated with our ISP and are waiting for the assigned IP address. PPP ON example> We have made an agreement on an IP address and successfully completed our connection. PPP ON example>add default HISADDR Here we add our default route, we need to do this before we can talk to the outside world as currently the only established connection is with the peer. If this fails due to existing routes you can put a bang character ! in front of the add. Alternatively, you can set this before making the actual connection and it will negotiate a new route accordingly. If everything went good we should now have an active connection to the Internet, which could be thrown into the background using CTRL+z If you notice the PPP return to ppp then we have lost our connection. This is good to know because it shows our connection status. Capital P's show that we have a connection to the ISP and lowercase p's show that the connection has been lost for whatever reason. ppp only has these 2 states. -------------------------------------------------------------- 18.4.2.1 Debugging If you have a direct line and cannot seem to make a connection, then turn hardware flow CTS/RTS to off with the set ctsrts off. This is mainly the case if you are connected to some PPP capable terminal servers, where PPP hangs when it tries to write data to your communication link, so it would be waiting for a CTS, or Clear To Send signal which may never come. If you use this option however, you should also use the set accmap option, which may be required to defeat hardware dependent on passing certain characters from end to end, most of the time XON/XOFF. See the ppp(8) manual page for more information on this option, and how it is used. If you have an older modem, you may need to use the set parity even. Parity is set at none be default, but is used for error checking (with a large increase in traffic) on older modems and some ISPs. You may need this option for the Compuserve ISP. PPP may not return to the command mode, which is usually a negotiation error where the ISP is waiting for your side to start negotiating. At this point, using the ~p command will force ppp to start sending the configuration information. If you never obtain a login prompt, then most likely you need to use PAP or CHAP authentication instead of the UNIX style in the example above. To use PAP or CHAP just add the following options to PPP before going into terminal mode: ppp ON example> set authname myusername Where myusername should be replaced with the username that was assigned by the ISP. ppp ON example> set authkey mypassword Where mypassword should be replaced with the password that was assigned by the ISP. If you connect fine, but cannot seem to find any domain name, try to use ping(8) with an IP address and see if you can get any return information. If you experience 100 percent (100%) packet loss, then it is most likely that you were not assigned a default route. Double check that the option add default HISADDR was set during the connection. If you can connect to a remote IP address then it is possible that a resolver address has not been added to the /etc/resolv.conf. This file should look like: domain example.com nameserver x.x.x.x nameserver y.y.y.y Where x.x.x.x and y.y.y.y should be replaced with the IP address of your ISP's DNS servers. This information may or may not have been provided when you signed up, but a quick call to your ISP should remedy that. You could also have syslog(3) provide a logging function for your PPP connection. Just add: !ppp *.* /var/log/ppp.log to /etc/syslog.conf. In most cases, this functionality already exists. -------------------------------------------------------------- 18.5 Using PPP over Ethernet (PPPoE) Contributed (from http://node.to/freebsd/how-tos/how-to-freebsd-pppoe.html) by Jim Mock. This section describes how to set up PPP over Ethernet (PPPoE). -------------------------------------------------------------- 18.5.1 Configuring the Kernel No kernel configuration is necessary for PPPoE any longer. If the necessary netgraph support is not built into the kernel, it will be dynamically loaded by ppp. -------------------------------------------------------------- 18.5.2 Setting Up ppp.conf Here is an example of a working ppp.conf: default: set log Phase tun command # you can add more detailed logging if you wish set ifaddr 10.0.0.1/0 10.0.0.2/0 name_of_service_provider: set device PPPoE:xl1 # replace xl1 with your ethernet device set authname YOURLOGINNAME set authkey YOURPASSWORD set dial set login add default HISADDR -------------------------------------------------------------- 18.5.3 Running ppp As root, you can run: # ppp -ddial name_of_service_provider -------------------------------------------------------------- 18.5.4 Starting ppp at Boot Add the following to your /etc/rc.conf file: ppp_enable="YES" ppp_mode="ddial" ppp_nat="YES" # if you want to enable nat for your local network, otherwise NO ppp_profile="name_of_service_provider" -------------------------------------------------------------- 18.5.5 Using a PPPoE Service Tag Sometimes it will be necessary to use a service tag to establish your connection. Service tags are used to distinguish between different PPPoE servers attached to a given network. You should have been given any required service tag information in the documentation provided by your ISP. If you cannot locate it there, ask your ISP's tech support personnel. As a last resort, you could try the method suggested by the Roaring Penguin PPPoE program which can be found in the pkgsrc collection. Bear in mind however, this may de-program your modem and render it useless, so think twice before doing it. Simply install the program shipped with the modem by your provider. Then, access the System menu from the program. The name of your profile should be listed there. It is usually ISP. The profile name (service tag) will be used in the PPPoE configuration entry in ppp.conf as the provider part of the set device command (see the ppp(8) manual page for full details). It should look like this: set device PPPoE:xl1:ISP Do not forget to change xl1 to the proper device for your Ethernet card. Do not forget to change ISP to the profile you have just found above. For additional information, see: * Cheaper Broadband with FreeBSD on DSL by Renaud Waldura. * Nutzung von T-DSL und T-Online mit FreeBSD by Udo Erdelhoff (in German). -------------------------------------------------------------- 18.5.6 PPPoE with a 3Com(R) HomeConnect(R) ADSL Modem Dual Link This modem does not follow RFC 2516 (A Method for transmitting PPP over Ethernet (PPPoE), written by L. Mamakos, K. Lidl, J. Evarts, D. Carrel, D. Simone, and R. Wheeler). Instead, different packet type codes have been used for the Ethernet frames. Please complain to 3Com if you think it should comply with the PPPoE specification. In order to make DragonFly capable of communicating with this device, a sysctl must be set. This can be done automatically at boot time by updating /etc/sysctl.conf: net.graph.nonstandard_pppoe=1 or can be done for immediate effect with the command sysctl net.graph.nonstandard_pppoe=1. Unfortunately, because this is a system-wide setting, it is not possible to talk to a normal PPPoE client or server and a 3Com(R) HomeConnect(R) ADSL Modem at the same time. -------------------------------------------------------------- 18.6 Using SLIP Originally contributed by Satoshi Asami. With input from Guy Helmer and Piero Serini. -------------------------------------------------------------- 18.6.1 Setting Up a SLIP Client The following is one way to set up a DragonFly machine for SLIP on a static host network. For dynamic hostname assignments (your address changes each time you dial up), you probably need to have a more complex setup. First, determine which serial port your modem is connected to. Many people set up a symbolic link, such as /dev/modem, to point to the real device name, /dev/cuaaN. This allows you to abstract the actual device name should you ever need to move the modem to a different port. It can become quite cumbersome when you need to fix a bunch of files in /etc and .kermrc files all over the system! Note: /dev/cuaa0 is COM1, cuaa1 is COM2, etc. Make sure you have the following in your kernel configuration file: pseudo-device sl 1 It is included in the GENERIC kernel, so this should not be a problem unless you have deleted it. -------------------------------------------------------------- 18.6.1.1 Things You Have to Do Only Once 1. Add your home machine, the gateway and nameservers to your /etc/hosts file. Mine looks like this: 127.0.0.1 localhost loghost 136.152.64.181 water.CS.Example.EDU water.CS water 136.152.64.1 inr-3.CS.Example.EDU inr-3 slip-gateway 128.32.136.9 ns1.Example.EDU ns1 128.32.136.12 ns2.Example.EDU ns2 2. Make sure you have hosts before bind in your /etc/host.conf. 3. Edit the /etc/rc.conf file. 1. Set your hostname by editing the line that says: hostname="myname.my.domain" Your machine's full Internet hostname should be placed here. 2. Add sl0 to the list of network interfaces by changing the line that says: network_interfaces="lo0" to: network_interfaces="lo0 sl0" 3. Set the startup flags of sl0 by adding a line: ifconfig_sl0="inet ${hostname} slip-gateway netmask 0xffffff00 up" 4. Designate the default router by changing the line: defaultrouter="NO" to: defaultrouter="slip-gateway" 4. Make a file /etc/resolv.conf which contains: domain CS.Example.EDU nameserver 128.32.136.9 nameserver 128.32.136.12 As you can see, these set up the nameserver hosts. Of course, the actual domain names and addresses depend on your environment. 5. Set the password for root and toor (and any other accounts that do not have a password). 6. Reboot your machine and make sure it comes up with the correct hostname. -------------------------------------------------------------- 18.6.1.2 Making a SLIP Connection 1. Dial up, type slip at the prompt, enter your machine name and password. What is required to be entered depends on your environment. If you use kermit, you can try a script like this: # kermit setup set modem hayes set line /dev/modem set speed 115200 set parity none set flow rts/cts set terminal bytesize 8 set file type binary # The next macro will dial up and login define slip dial 643-9600, input 10 =>, if failure stop, - output slip\x0d, input 10 Username:, if failure stop, - output silvia\x0d, input 10 Password:, if failure stop, - output ***\x0d, echo \x0aCONNECTED\x0a Of course, you have to change the hostname and password to fit yours. After doing so, you can just type slip from the kermit prompt to connect. Note: Leaving your password in plain text anywhere in the filesystem is generally a bad idea. Do it at your own risk. 2. Leave the kermit there (you can suspend it by Ctrl-z) and as root, type: # slattach -h -c -s 115200 /dev/modem If you are able to ping hosts on the other side of the router, you are connected! If it does not work, you might want to try -a instead of -c as an argument to slattach. -------------------------------------------------------------- 18.6.1.3 How to Shutdown the Connection Do the following: # kill -INT `cat /var/run/slattach.modem.pid` to kill slattach. Keep in mind you must be root to do the above. Then go back to kermit (by running fg if you suspended it) and exit from it (q). The slattach manual page says you have to use ifconfig sl0 down to mark the interface down, but this does not seem to make any difference for me. (ifconfig sl0 reports the same thing.) Some times, your modem might refuse to drop the carrier (mine often does). In that case, simply start kermit and quit it again. It usually goes out on the second try. -------------------------------------------------------------- 18.6.1.4 Troubleshooting If it does not work, feel free to ask me. The things that people tripped over so far: * Not using -c or -a in slattach (This should not be fatal, but some users have reported that this solves their problems.) * Using s10 instead of sl0 (might be hard to see the difference on some fonts). * Try ifconfig sl0 to see your interface status. For example, you might get: # ifconfig sl0 sl0: flags=10 inet 136.152.64.181 --> 136.152.64.1 netmask ffffff00 * If you get ``no route to host'' messages from ping, there may be a problem with your routing table. You can use the netstat -r command to display the current routes : # netstat -r Routing tables Destination Gateway Flags Refs Use IfaceMTU Rtt Netmasks: (root node) (root node) Route Tree for Protocol Family inet: (root node) => default inr-3.Example.EDU UG 8 224515 sl0 - - localhost.Exampl localhost.Example. UH 5 42127 lo0 - 0.438 inr-3.Example.ED water.CS.Example.E UH 1 0 sl0 - - water.CS.Example localhost.Example. UGH 34 47641234 lo0 - 0.438 (root node) The preceding examples are from a relatively busy system. The numbers on your system will vary depending on network activity. -------------------------------------------------------------- 18.6.2 Setting Up a SLIP Server This document provides suggestions for setting up SLIP Server services on a DragonFly system, which typically means configuring your system to automatically startup connections upon login for remote SLIP clients. -------------------------------------------------------------- 18.6.2.1 Prerequisites This section is very technical in nature, so background knowledge is required. It is assumed that you are familiar with the TCP/IP network protocol, and in particular, network and node addressing, network address masks, subnetting, routing, and routing protocols, such as RIP. Configuring SLIP services on a dial-up server requires a knowledge of these concepts, and if you are not familiar with them, please read a copy of either Craig Hunt's TCP/IP Network Administration published by O'Reilly & Associates, Inc. (ISBN Number 0-937175-82-X), or Douglas Comer's books on the TCP/IP protocol. It is further assumed that you have already set up your modem(s) and configured the appropriate system files to allow logins through your modems. If you have not prepared your system for this yet, please see the tutorial for configuring dialup services. You may also want to check the manual pages for sio(4) for information on the serial port device driver and ttys(5), gettytab(5), getty(8), & init(8) for information relevant to configuring the system to accept logins on modems, and perhaps stty(1) for information on setting serial port parameters (such as clocal for directly-connected serial interfaces). -------------------------------------------------------------- 18.6.2.2 Quick Overview In its typical configuration, using DragonFly as a SLIP server works as follows: a SLIP user dials up your DragonFly SLIP Server system and logs in with a special SLIP login ID that uses /usr/sbin/sliplogin as the special user's shell. The sliplogin program browses the file /etc/sliphome/slip.hosts to find a matching line for the special user, and if it finds a match, connects the serial line to an available SLIP interface and then runs the shell script /etc/sliphome/slip.login to configure the SLIP interface. -------------------------------------------------------------- 18.6.2.2.1 An Example of a SLIP Server Login For example, if a SLIP user ID were Shelmerg, Shelmerg's entry in /etc/master.passwd would look something like this: Shelmerg:password:1964:89::0:0:Guy Helmer - SLIP:/usr/users/Shelmerg:/usr/sbin/sliplogin When Shelmerg logs in, sliplogin will search /etc/sliphome/slip.hosts for a line that had a matching user ID; for example, there may be a line in /etc/sliphome/slip.hosts that reads: Shelmerg dc-slip sl-helmer 0xfffffc00 autocomp sliplogin will find that matching line, hook the serial line into the next available SLIP interface, and then execute /etc/sliphome/slip.login like this: /etc/sliphome/slip.login 0 19200 Shelmerg dc-slip sl-helmer 0xfffffc00 autocomp If all goes well, /etc/sliphome/slip.login will issue an ifconfig for the SLIP interface to which sliplogin attached itself (slip interface 0, in the above example, which was the first parameter in the list given to slip.login) to set the local IP address (dc-slip), remote IP address (sl-helmer), network mask for the SLIP interface (0xfffffc00), and any additional flags (autocomp). If something goes wrong, sliplogin usually logs good informational messages via the daemon syslog facility, which usually logs to /var/log/messages (see the manual pages for syslogd(8) and syslog.conf(5) and perhaps check /etc/syslog.conf to see to what syslogd is logging and where it is logging to). OK, enough of the examples -- let us dive into setting up the system. -------------------------------------------------------------- 18.6.2.3 Kernel Configuration DragonFly's default kernels usually come with two SLIP interfaces defined (sl0 and sl1); you can use netstat -i to see whether these interfaces are defined in your kernel. Sample output from netstat -i: Name Mtu Network Address Ipkts Ierrs Opkts Oerrs Coll ed0 1500 0.0.c0.2c.5f.4a 291311 0 174209 0 133 ed0 1500 138.247.224 ivory 291311 0 174209 0 133 lo0 65535 79 0 79 0 0 lo0 65535 loop localhost 79 0 79 0 0 sl0* 296 0 0 0 0 0 sl1* 296 0 0 0 0 0 The sl0 and sl1 interfaces shown from netstat -i indicate that there are two SLIP interfaces built into the kernel. (The asterisks after the sl0 and sl1 indicate that the interfaces are ``down''.) However, DragonFly's default kernel does not come configured to forward packets (by default, your DragonFly machine will not act as a router) due to Internet RFC requirements for Internet hosts (see RFCs 1009 [Requirements for Internet Gateways], 1122 [Requirements for Internet Hosts -- Communication Layers], and perhaps 1127 [A Perspective on the Host Requirements RFCs]). If you want your DragonFly SLIP Server to act as a router, you will have to edit the /etc/rc.conf file and change the setting of the gateway_enable variable to YES. You will then need to reboot for the new settings to take effect. You will notice that near the end of the default kernel configuration file (/sys/i386/conf/GENERIC) is a line that reads: pseudo-device sl 2 This is the line that defines the number of SLIP devices available in the kernel; the number at the end of the line is the maximum number of SLIP connections that may be operating simultaneously. Please refer to Chapter 9 on Configuring the DragonFly Kernel for help in reconfiguring your kernel. -------------------------------------------------------------- 18.6.2.4 Sliplogin Configuration As mentioned earlier, there are three files in the /etc/sliphome directory that are part of the configuration for /usr/sbin/sliplogin (see sliplogin(8) for the actual manual page for sliplogin): slip.hosts, which defines the SLIP users and their associated IP addresses; slip.login, which usually just configures the SLIP interface; and (optionally) slip.logout, which undoes slip.login's effects when the serial connection is terminated. -------------------------------------------------------------- 18.6.2.4.1 slip.hosts Configuration /etc/sliphome/slip.hosts contains lines which have at least four items separated by whitespace: * SLIP user's login ID * Local address (local to the SLIP server) of the SLIP link * Remote address of the SLIP link * Network mask The local and remote addresses may be host names (resolved to IP addresses by /etc/hosts or by the domain name service, depending on your specifications in /etc/host.conf), and the network mask may be a name that can be resolved by a lookup into /etc/networks. On a sample system, /etc/sliphome/slip.hosts looks like this: # # login local-addr remote-addr mask opt1 opt2 # (normal,compress,noicmp) # Shelmerg dc-slip sl-helmerg 0xfffffc00 autocomp At the end of the line is one or more of the options. * normal -- no header compression * compress -- compress headers * autocomp -- compress headers if the remote end allows it * noicmp -- disable ICMP packets (so any ``ping'' packets will be dropped instead of using up your bandwidth) Your choice of local and remote addresses for your SLIP links depends on whether you are going to dedicate a TCP/IP subnet or if you are going to use ``proxy ARP'' on your SLIP server (it is not ``true'' proxy ARP, but that is the terminology used in this section to describe it). If you are not sure which method to select or how to assign IP addresses, please refer to the TCP/IP books referenced in the SLIP Prerequisites (Section 18.6.2.1) and/or consult your IP network manager. If you are going to use a separate subnet for your SLIP clients, you will need to allocate the subnet number out of your assigned IP network number and assign each of your SLIP client's IP numbers out of that subnet. Then, you will probably need to configure a static route to the SLIP subnet via your SLIP server on your nearest IP router. Otherwise, if you will use the ``proxy ARP'' method, you will need to assign your SLIP client's IP addresses out of your SLIP server's Ethernet subnet, and you will also need to adjust your /etc/sliphome/slip.login and /etc/sliphome/slip.logout scripts to use arp(8) to manage the proxy-ARP entries in the SLIP server's ARP table. -------------------------------------------------------------- 18.6.2.4.2 slip.login Configuration The typical /etc/sliphome/slip.login file looks like this: #!/bin/sh - # # @(#)slip.login 5.1 (Berkeley) 7/1/90 # # generic login file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 inet $4 $5 netmask $6 This slip.login file merely runs ifconfig for the appropriate SLIP interface with the local and remote addresses and network mask of the SLIP interface. If you have decided to use the ``proxy ARP'' method (instead of using a separate subnet for your SLIP clients), your /etc/sliphome/slip.login file will need to look something like this: #!/bin/sh - # # @(#)slip.login 5.1 (Berkeley) 7/1/90 # # generic login file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 inet $4 $5 netmask $6 # Answer ARP requests for the SLIP client with our Ethernet addr /usr/sbin/arp -s $5 00:11:22:33:44:55 pub The additional line in this slip.login, arp -s $5 00:11:22:33:44:55 pub, creates an ARP entry in the SLIP server's ARP table. This ARP entry causes the SLIP server to respond with the SLIP server's Ethernet MAC address whenever another IP node on the Ethernet asks to speak to the SLIP client's IP address. When using the example above, be sure to replace the Ethernet MAC address (00:11:22:33:44:55) with the MAC address of your system's Ethernet card, or your ``proxy ARP'' will definitely not work! You can discover your SLIP server's Ethernet MAC address by looking at the results of running netstat -i; the second line of the output should look something like: ed0 1500 0.2.c1.28.5f.4a 191923 0 129457 0 116 This indicates that this particular system's Ethernet MAC address is 00:02:c1:28:5f:4a -- the periods in the Ethernet MAC address given by netstat -i must be changed to colons and leading zeros should be added to each single-digit hexadecimal number to convert the address into the form that arp(8) desires; see the manual page on arp(8) for complete information on usage. Note: When you create /etc/sliphome/slip.login and /etc/sliphome/slip.logout, the ``execute'' bit (chmod 755 /etc/sliphome/slip.login /etc/sliphome/slip.logout) must be set, or sliplogin will be unable to execute it. -------------------------------------------------------------- 18.6.2.4.3 slip.logout Configuration /etc/sliphome/slip.logout is not strictly needed (unless you are implementing ``proxy ARP''), but if you decide to create it, this is an example of a basic slip.logout script: #!/bin/sh - # # slip.logout # # logout file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 down If you are using ``proxy ARP'', you will want to have /etc/sliphome/slip.logout remove the ARP entry for the SLIP client: #!/bin/sh - # # @(#)slip.logout # # logout file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 down # Quit answering ARP requests for the SLIP client /usr/sbin/arp -d $5 The arp -d $5 removes the ARP entry that the ``proxy ARP'' slip.login added when the SLIP client logged in. It bears repeating: make sure /etc/sliphome/slip.logout has the execute bit set after you create it (ie, chmod 755 /etc/sliphome/slip.logout). -------------------------------------------------------------- 18.6.2.5 Routing Considerations If you are not using the ``proxy ARP'' method for routing packets between your SLIP clients and the rest of your network (and perhaps the Internet), you will probably have to add static routes to your closest default router(s) to route your SLIP client subnet via your SLIP server. -------------------------------------------------------------- 18.6.2.5.1 Static Routes Adding static routes to your nearest default routers can be troublesome (or impossible if you do not have authority to do so...). If you have a multiple-router network in your organization, some routers, such as those made by Cisco and Proteon, may not only need to be configured with the static route to the SLIP subnet, but also need to be told which static routes to tell other routers about, so some expertise and troubleshooting/tweaking may be necessary to get static-route-based routing to work. -------------------------------------------------------------- 18.6.2.5.2 Running GateD(R) Note: GateD(R) is proprietary software now and will not be available as source code to the public anymore (more info on the GateD website). This section only exists to ensure backwards compatibility for those that are still using an older version. An alternative to the headaches of static routes is to install GateD on your DragonFly SLIP server and configure it to use the appropriate routing protocols (RIP/OSPF/BGP/EGP) to tell other routers about your SLIP subnet. You'll need to write a /etc/gated.conf file to configure your gated; here is a sample, similar to what the author used on a FreeBSD SLIP server: # # gated configuration file for dc.dsu.edu; for gated version 3.5alpha5 # Only broadcast RIP information for xxx.xxx.yy out the ed Ethernet interface # # # tracing options # traceoptions "/var/tmp/gated.output" replace size 100k files 2 general ; rip yes { interface sl noripout noripin ; interface ed ripin ripout version 1 ; traceoptions route ; } ; # # Turn on a bunch of tracing info for the interface to the kernel: kernel { traceoptions remnants request routes info interface ; } ; # # Propagate the route to xxx.xxx.yy out the Ethernet interface via RIP # export proto rip interface ed { proto direct { xxx.xxx.yy mask 255.255.252.0 metric 1; # SLIP connections } ; } ; # # Accept routes from RIP via ed Ethernet interfaces import proto rip interface ed { all ; } ; The above sample gated.conf file broadcasts routing information regarding the SLIP subnet xxx.xxx.yy via RIP onto the Ethernet; if you are using a different Ethernet driver than the ed driver, you will need to change the references to the ed interface appropriately. This sample file also sets up tracing to /var/tmp/gated.output for debugging GateD's activity; you can certainly turn off the tracing options if GateD works OK for you. You will need to change the xxx.xxx.yy's into the network address of your own SLIP subnet (be sure to change the net mask in the proto direct clause as well). Once you have installed and configured GateD on your system, you will need to tell the DragonFly startup scripts to run GateD in place of routed. The easiest way to accomplish this is to set the router and router_flags variables in /etc/rc.conf. Please see the manual page for GateD for information on command-line parameters. -------------------------------------------------------------- Chapter 19 Advanced Networking 19.1 Synopsis This chapter will cover some of the more frequently used network services on UNIX systems. We will cover how to define, set up, test and maintain all of the network services that DragonFly utilizes. In addition, there have been example configuration files included throughout this chapter for you to benefit from. After reading this chapter, you will know: * The basics of gateways and routes. * How to set up IEEE 802.11 and Bluetooth(R) devices. * How to make DragonFly act as a bridge. * How to set up a network filesystem. * How to set up network booting on a diskless machine. * How to set up a network information server for sharing user accounts. * How to set up automatic network settings using DHCP. * How to set up a domain name server. * How to synchronize the time and date, and set up a time server, with the NTP protocol. * How to set up network address translation. * How to manage the inetd daemon. * How to connect two computers via PLIP. * How to set up IPv6 on a DragonFly machine. Before reading this chapter, you should: * Understand the basics of the /etc/rc scripts. * Be familiar with basic network terminology. -------------------------------------------------------------- 19.2 Gateways and Routes Contributed by Coranth Gryphon. For one machine to be able to find another over a network, there must be a mechanism in place to describe how to get from one to the other. This is called routing. A ``route'' is a defined pair of addresses: a ``destination'' and a ``gateway''. The pair indicates that if you are trying to get to this destination, communicate through this gateway. There are three types of destinations: individual hosts, subnets, and ``default''. The ``default route'' is used if none of the other routes apply. We will talk a little bit more about default routes later on. There are also three types of gateways: individual hosts, interfaces (also called ``links''), and Ethernet hardware addresses (MAC addresses). -------------------------------------------------------------- 19.2.1 An Example To illustrate different aspects of routing, we will use the following example from netstat: % netstat -r Routing tables Destination Gateway Flags Refs Use Netif Expire default outside-gw UGSc 37 418 ppp0 localhost localhost UH 0 181 lo0 test0 0:e0:b5:36:cf:4f UHLW 5 63288 ed0 77 10.20.30.255 link#1 UHLW 1 2421 example.com link#1 UC 0 0 host1 0:e0:a8:37:8:1e UHLW 3 4601 lo0 host2 0:e0:a8:37:8:1e UHLW 0 5 lo0 => host2.example.com link#1 UC 0 0 224 link#1 UC 0 0 The first two lines specify the default route (which we will cover in the next section) and the localhost route. The interface (Netif column) that this routing table specifies to use for localhost is lo0, also known as the loopback device. This says to keep all traffic for this destination internal, rather than sending it out over the LAN, since it will only end up back where it started. The next thing that stands out are the addresses beginning with 0:e0:. These are Ethernet hardware addresses, which are also known as MAC addresses. DragonFly will automatically identify any hosts (test0 in the example) on the local Ethernet and add a route for that host, directly to it over the Ethernet interface, ed0. There is also a timeout (Expire column) associated with this type of route, which is used if we fail to hear from the host in a specific amount of time. When this happens, the route to this host will be automatically deleted. These hosts are identified using a mechanism known as RIP (Routing Information Protocol), which figures out routes to local hosts based upon a shortest path determination. DragonFly will also add subnet routes for the local subnet (10.20.30.255 is the broadcast address for the subnet 10.20.30, and example.com is the domain name associated with that subnet). The designation link#1 refers to the first Ethernet card in the machine. You will notice no additional interface is specified for those. Both of these groups (local network hosts and local subnets) have their routes automatically configured by a daemon called routed. If this is not run, then only routes which are statically defined (i.e. entered explicitly) will exist. The host1 line refers to our host, which it knows by Ethernet address. Since we are the sending host, DragonFly knows to use the loopback interface (lo0) rather than sending it out over the Ethernet interface. The two host2 lines are an example of what happens when we use an ifconfig(8) alias (see the section on Ethernet for reasons why we would do this). The => symbol after the lo0 interface says that not only are we using the loopback (since this address also refers to the local host), but specifically it is an alias. Such routes only show up on the host that supports the alias; all other hosts on the local network will simply have a link#1 l