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The Hurd Installation Guide

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                          The Hurd Installation Guide

   This document aims to provide an easy and relatively painless set of
   instructions on how to get the Hurd up and running with a minimum
   amount of effort.

     1. Overview                         Where we are going
     2. Real Estate or Finding A Home    Finding a Home
     3. The Boot Loader                  Getting Grub
     4. Cross Install                    Cross Installing the Hurd
     5. Booting the Hurd             
     6. Native Install                   Finishing the Installation
     7. Configuration                    Making the System Usable
     8. Final Words                      The FAQ
     9. Works Cited                      Referenced Materials
     _________________________________________________________________


                                  1. Overview

   The Debian GNU Hurd distribution, unlike distributions of other
   operating systems, does not have a nice installation program. One day
   it will and maybe you will help design and implement it; however,
   until that day, installing the GNU Hurd requires another operating
   system, specifically, another Unix-like system(1). Users have
   indicated successful installations using different flavors of
   GNU/Linux as well as the BSDs. The minimum requirements of the
   bootstrap operating system are the ability: to create an ext2 file
   system; to extract a tar archive on to it; and to install GNU Grub.

   The GNU Hurd is similar in nature to any Unix-like system: after
   logging in, the user is presented with a shell and the familiar Unix
   VFS, virtual filesystem. Although GNU tries to be POSIX compliant, it
   is not Unix. The Hurd builds upon many of the Unix concepts and
   extends them to either add new functionality or to fix what has been
   perceived as flaws in the original design. The most noticeable
   difference is translators, user space programs which interact with the
   VFS. These filesystems do not live living in the kernel nor do they
   need to be run as root; they only need access to the backing store and
   the mount point. Another difference is that processes, rather having a
   single user identity fixed at creation time, have identity tokens
   which are disjoint from the process, i.e. they may be added with the
   appropriate permission from an authority or destroyed.

   Being familiar with the Unix environment is an imperative for feeling
   at ease in GNU. Having experience with the Debian tools will also
   prove invaluable to the configuration and maintenance of a GNU/Hurd
   box.

   This guide endeavors to make installing the Hurd as painless a process
   as possible. If there are errors, they are most certainly the
   author's. Please report them, along with any other suggestions or
   criticisms, to him; all are gladly accepted.
     _________________________________________________________________


                       2. Real Estate or Finding A Home

   If you do not have an available partition or an extra hard drive, this
   can be the longest step. In this case, you will need to repartition
   the hard drive. One solution is to use GNU's partition editor, Parted.
   It features not only basic partition editing but also partition
   resizing and moving functionality. It can be found at
   http://www.gnu.org/software/parted. The manual is quite complete and
   includes several tutorials.

   The Hurd can only support partition sizes of up to approximately two
   gigabytes; anything larger than this will not work. This limitation is
   due to a design decision that was made several years ago in which the
   filesystem server maps the entire filesystem into virtual memory. As
   the amount of virtual memory available on an ia32 is only four
   gigabytes of which Mach allocates three gigabytes to the application
   and, of that, a significant portion is reserved for the code, the
   stack and the heap, the final, maximum contiguous virtual memory area
   that remains is generally about two gigabytes. This limitation is
   scheduled to be removed.

   Having said that, a single two gigabyte filesystem is more than enough
   for a working system. Many, however, prefer at least two filesystems:
   a root filesystem and a second for `/home'. This latter scheme is
   highly advised for developers: compiling the Hurd can take up quite a
   bit of space.

   The Hurd supports several extensions to the ext2fs filesystem format.
   Foremost among these are passive translators and a fourth set of
   permission bits for unknown users (users without an identity--not the
   other user). To use these extensions, the owner of the partition must
   be set to hurd. mke2fs, unless specifically overridden on the command
   line, will set the owner to whatever operating system it is running
   on. As the Hurd will diligently respect this setting, care must be
   taken to set this appropriately or the Hurd will fail in subtle ways.
   Be aware that even if a file system is owned by a particular operating
   system, others may still use it; they just may not be able to use
   certain extensions.

   To create a filesystem, use mke2fs and pass it `-o hurd' to designate
   the Hurd as the owner of the new file system. For instance, assuming
   the parition is `/dev/hda2':


 # mke2fs -o hurd /dev/hda2

                              3. The Boot Loader

   Unlike GNU/Linux and the BSDs, the Hurd does not have its own boot
   loader; any boot loader that supports the multiboot standard can be
   used to load the Hurd. At the moment, there is only one project which
   that satisfies these requirements: Grub, the GRand Unified Boot
   loader.

   A word about Grub. Unlike traditional boot loaders on the x86, such as
   LILO, Grub is very powerful. It has a command line interface, bootp,
   dummy terminal support and a plethora of other features. In addition,
   it can boot most any operating system. If you have ever booted an
   alpha or sparc, you will understand what Grub can do. Therefore, do
   not be scared: Grub is better. You will like it. You will not go back.

   To find Grub, visit http://www.gnu.org/software/grub/. Here, there is
   a source tarball and a floppy image. If you choose to download the
   tarball, it is a normal configure, make and make install. Included is
   a wonderfully complete manual on how Grub works. Read it. If, on the
   other hand, you choose to download the floppy image, it is sufficient
   to dump it to a floppy disk to get a working Grub, for example:


 # dd if=grub-boot-image of=/dev/fd0

   You can always install Grub onto your hard drive at a later date.
     _________________________________________________________________

                               4. Cross Install

   The next step is to download the base system at:
   ftp://alpha.gnu.org/gnu/hurd/contrib/marcus/gnu-latest.tar.gz.

   The tarball is setup to extract everything into the current directory.
   After the filesystem is mounted, the archive can be extracted.
   Assuming that the filesystem is on `/dev/hda2', the mount point is
   `/gnu' and archive is in current user's home directory, the following
   is required:


 # mount -t ext2 /dev/hda2 /gnu
 # cd /gnu
 # tar --same-owner -xvzpf ~/gnu-latest.tar.gz
     _________________________________________________________________

                              5. Booting the Hurd

   All is now in readiness to boot the Hurd for the first time. After
   verifying that the Grub boot disk is in the drive, reboot. If all goes
   well, either a Grub menu or command line will be displayed. If
   presented with a menu, press c to go to the command line.

   First, GNU Mach needs to be loaded. This requires knowing the
   filesystem and the path to GNU Mach. Grub uses a partition
   nomenclature that is a bit different from both Linux and the Hurd:
   both IDE and SCSI drives are named `(hdN,M)'. N is the drive number
   (zero based) as enumerated by the BIOS. That is, Grub makes no
   distinction between IDE and SCSI disks. M identifies the partition on
   the drive. It is also zero based index. If this sounds confusing,
   relax: Grub is also helpful.

   To determine on which filesystem a particular file resides, Grub
   provides the find command. When this command is issued along with a
   filename, Grub searches on each filesystem for the specified file and
   prints where it was found. For example, to search for the kernel,
   `/boot/gnumach.gz':


  grub> find /boot/gnumach.gz
   (hd0,0)

   Here, Grub is indicates that `/boot/gnumach.gz' is on `(hd0,0)'.

   Before loading the kernel, at least one option, the root partition,
   must be specified on the command line. This will be used by the Hurd
   itself (i.e. not Grub). As such, it must be in terms that the Hurd can
   understand.

   GNU Mach enumerates disks starting at zero. IDE drives are prefixed
   with hd, while SCSI disks are prefixed with sd. Like Linux, drives are
   number by their position on the controller. For instance, the primary
   master is hd0 and the secondary slave is hd3. Partitions use the BSD
   slice naming convention and append sM to the drive name to indicate a
   given partition. Note that M is a one, not zero, based index. The
   slice number is simple to calculate: just increment what was used for
   Grub by one.

   Since the Hurd has not yet been configured, it must be started in
   single user mode. Adding a `-s' to the kernel command line is all that
   is required.

   Assuming that the first drive (i.e. `(hd0)') is the master on the
   secondary controller, we would have:


  grub> kernel (hd0,0)/boot/gnumach.gz root=device:hd2s1 -s
   [Multiboot-elf, ...]

   Next, the root filesystem server and the exec server must be loaded.
   This is done using Grub's boot module capability. The ${var} are
   filled in by GNU Mach. The arguments are used by the Hurd to indicate
   what type of information is being provided. Since the ext2fs command
   line is very long, it can be broken up by escaping the newline
   character in the normal Unix fashion. Be sure that there is not space
   after the slash at the end of each line. Also be sure to differentiate
   { and } from ( and ).


  grub> module (hd0,0)/hurd/ext2fs.static \
   --multiboot-command-line=${kernel-command-line} \
   --host-priv-port=${host-port} \
   --device-master-port=${device-port} \
   --exec-server-task=${exec-task} -T typed ${root} \
   $(task-create) $(task-resume)
    [Multiboot-module  0x1c4000, 0x2cfe6a bytes]
  grub> module (hd0,0)/lib/ld.so.1 /hurd/exec $(exec-task=task-create)
    [Multiboot-module  0x494000, 0x27afe bytes]

   Once the GNU Hurd is running, process can be automated by adding the
   appropriate commands to Grub's `/boot/grub/menu.lst' configuration
   file.

   The GNU Hurd can be now booted:


grub> boot

   Sit back and watch the messages. This is actually more important than
   most people believe: there is a bug in GNU Mach whereby hitting a key
   during the boot process causes the kernel to panic.

   If the Hurd fails to boot, it could be due to shared IRQs: GNU Mach
   does not play well with these. You can verify your situation by
   looking at, for instance, the `/proc/interrupts' file under GNU/Linux.
   Also, as GNU Mach does not support loadable kernel modules, many of
   the drivers are compiled into the default kernel. If there are old
   peripherals, this can be a problem: a device may incorrectly respond
   to a probe intended for a completely unrelated device and thereby
   cause a crash. Building a new kernel with only the required device
   drivers will usually solve this problem. GNU Mach is easily cross
   compiled. If you are running Debian, try installing the `gcc-i386-gnu'
   package.

   If this does not help, explore the resources listed at the end of this
   document. Finally, ask on the appropriate mailing list.
     _________________________________________________________________

                               6. Native Install

   Once you are presented with a shell prompt, and any time that the the
   Hurd is in single user mode, it is necessary to set the terminal type:


 # export TERM=mach

   Be warned that CONTROL-C and family will not work in single user mode.

   We can now run the native-install script. This will configure the
   packages and set up several important translators:


 # ./native-install

   Before the script terminates, it will indicate that it needs to be run
   a second time. Follow its instructions and reboot using the reboot
   command. Again, go into single user mode and run ./native-install.
     _________________________________________________________________


                               7. Configuration

7.1 The Network

   To configure the network, the pfinet translator must be configured.
   This is done using the settrans command to attach a translator to a
   given filesystem node. When programs access the node by, for example
   sending an RPC, the operating system will transparently start the
   server to handle the request.


 # settrans -fgap /servers/socket/2 /hurd/pfinet -i eth0 \
   -a a.b.c.d -g e.f.g.h -m i.j.k.l

   Here, settrans is passed several options. The first two, `fg', force
   any existing translator to go away. The next two, `ap', make both
   active and passive translators. By making the translator active, we
   will immediately see any error messages on `stderr'. The latter, saves
   the translator and arguments in the node so it can be transparently
   restarted later (i.e. making the setting persistent across reboots).
   The options are followed by the node to which the translator is to be
   attached, then the program (i.e. translator) to run and any arguments
   to give it. The `-i' option is the interface pfinet will listen on,
   `-a' is the ip address, `-g' is the gateway and `-m' is the network
   mask.

   Be sure to add name servers to your `/etc/resolv.conf' file:


  nameserver 192.168.1.1

   To test the configuration, ping -c2 gateway. The `-c' is important to
   limit the number of pings; recall, CONTROL-C does not work in single
   user mode.

   DHCP does not yet work on the Hurd. This is due to limitations of
   pfinet: it is based on the Linux' TCP/IP code and unable to listen on
   `0.0.0.0'.

   Help on settrans can be obtained by passing it the `--help' option.
   Help on a specific translator can be gotten by invoking it from the
   command line with the same argument, e.g.:


 # /hurd/pfinet --help

   As there can be a lot of output, consider piping this through a pager
   such as less.
     _________________________________________________________________


7.2 Other File Systems

   Next, edit `/etc/fstab' to add any additional filesystems as well as
   swap space. It is very important that swap space be used; the Hurd
   will be an order of magnitude more stable. Note that the Hurd can
   transparently share a swap partition with Linux but will happily page
   to any device including a raw partition such as your home partition.
   By default, nano is the only editor installed by the the base
   distribution.

   Here is an example `/etc/fstab' file:


# <file system> <mount point>   <type>  <options>  <dump>  <pass>
/dev/hd2s1      /               ext2    rw         0       1
/dev/hd2s2      /home           ext2    rw         0       2
/dev/hd2s3      none            swap    sw         0       0

   Remember to create any devices using the MAKEDEV command:


 # cd /dev
 # ./MAKEDEV hd2s1 hd2s2 hd2s3

   To mount an nfs filesystem, /hurd/nfs translator is used. When run as
   non-root, the translator will connect to the server using a port above
   1023. By default, GNU/Linux will reject this. To tell GNU/Linux to
   accept connections originating from a non-reserved port, add the
   `insecure' option to the export line. Here is an example
   `/etc/exports' file assuming the client's ip address is `192.168.1.2':


  /home  192.168.1.2(rw,insecure)

   To mount this from a Hurd box and assuming that nfs server's ip
   address is `192.168.1.1':


# settrans -cgap /mount/point /hurd/nfs 192.168.1.1:/home
     _________________________________________________________________


7.3 Rebooting

   Finally, reboot into multiuser mode, i.e. in the same way single user
   mode was brought up minus the `-s' option when loading the kernel. For
   details, refer to See section 5. Booting the Hurd.

   Happy Hacking!
     _________________________________________________________________


                                8. Final Words

8.1 Documentation

   To understand the Hurd, start with the home page on Debian's site:
   http://www.debian.org/ports/hurd/ and GNU's site: http://hurd.gnu.org.

   Also consider reading the source code and writing more documentation.
     _________________________________________________________________


8.2 The Grub Menu

   Having to always load the kernel by hand can be very tedious. Edit the
   `/boot/grub/menu.lst' and tailor it appropriately; booting will become
   much quicker and easier.
     _________________________________________________________________


8.3 Adding Devices

   By default, only a few devices are created in the `/dev' directory.
   Use the MAKEDEV script to create any needed device nodes.
     _________________________________________________________________


8.4 Installing More Packages

   There are several ways to add packages. Downloading and using dpkg -i
   works but is very inconvenient. The easiest method is to use apt-get.
   Edit `/etc/apt/sources.list' and add the following two entries:


deb ftp://alpha.gnu.org/gnu/hurd/debian unstable main
deb ftp://ftp.debian.org/debian unstable main

   ftp://alpha.gnu.org contains packages that have hacks or patches that
   have not yet been integrated upstream. There are no mirror sites. To
   use a local Debian mirror, visit
   http://www.debian.org/distrib/ftplist.

   If GNU Mach does not recognize your network card or you use a modem,
   the only way to upgrade will be to download the packages and then
   transfer them to the GNU Hurd system. The easiest way to do this is to
   use apt off-line. Refer to `/usr/share/doc/apt/offline' for detailed
   instructions.
     _________________________________________________________________

8.5 XFree86

   XFree86 has been ported and all video cards, which it supports that do
   not require a kernel module should work.

   First, set up the keyboard translator:


 # cd /dev
 # ./MAKEDEV kbd

   And then the mouse translator. For a serial port mouse, run the
   following replace `com0' with the appropriate communication port:


 # settrans /dev/mouse /hurd/mouse --device=com0 --protocol=microsoft

   Make sure that `/dev/com0' actually exists. If it does not, create it
   using MAKEDEV in the usual fashion.

   PS/2 so not require a device node. It is simple a matter of:


 # settrans /dev/mouse /hurd/mouse --protocol=ps/2

   Other mice can be used; run `/hurd/mouse' with the `--help' option for
   details.

   You will need several X packages. x-window-system-core, rxvt and twm
   or fvwm are a good start.

   Debconf can be used to configure XFree86, however, it is not Hurd
   aware and the configuration file will need to be tweaked. Change the
   pointer section to read:


Section "Pointer"
  Protocol "osmouse"
  Device "/dev/mouse"
EndSection

   `Emulate3Buttons' may be optionally added. Nothing else will work.

   The GNU Hurd does not use ld.so.conf. Since `/X11R6/lib' is not in the
   default library search path, it is necessary to add the following to
   either `/etc/profile' or each user's `.profile':


export LD_LIBRARY_PATH=/X11R6/lib:$LD_LIBRARY_PATH

   Finally, run startx.

   There are several caveats to be aware of. xterm does not work
   correctly as it is SETGID (and thus ignores LD_LIBRARY_PATH and fails
   to load the appropriate shared libraries); try rxvt. update-menu has
   not yet been ported. As such, there are no fine Debian menus. Although
   a pthreads implementation exists not all pthread packages have been
   ported: do not expect Gnome and KDE to work.
     _________________________________________________________________


8.6 Virtual Terminals

   The Hurd does not have virtual terminals although it is in
   development. Use the screen package in the interim.
     _________________________________________________________________


8.7 Mailing Lists

    1. [email protected] Discussion on the Hurd as it relates to
       Debian.
         1. Archive: http://lists.debian.org/#debian-hurd
    2. [email protected] Development of the Hurd web pages at
       http://hurd.gnu.org.
         1. Archive: http://mail.gnu.org/pipermail/web-hurd/
    3. [email protected] Help on the Hurd in general.
         1. Archive: http://mail.gnu.org/pipermail/help-hurd/
    4. [email protected] Bug reports and general development. Send patches
       here.
         1. Archive: http://mail.gnu.org/pipermail/bug-hurd/
     _________________________________________________________________


8.8 Other Resources

   The Hurd Wiki, http://hurd.gnufans.org/bin/view/Hurd/WebHome, answers
   commonly addressed problems that new users face.
     _________________________________________________________________


                                9. Works Cited

   "The Easy Guide to Installing Hurd on a Linux Box" Copyright (C) 1999
   Matthew Vernon [email protected]
   http://www.pick.ucam.org/~mcv21/hurd.html
     _________________________________________________________________


                                   Footnotes

  (1)

   Philip Charles has created a set of CDs (available at
   http://www.debian.org/ports/hurd/hurd-cd) which contains a live Debian
   GNU/Linux system thereby arguably eliding this requirement, however,
   we maintain that this is functionally equivalent.
     _________________________________________________________________


                               Table of Contents

   1. Overview
       2. Real Estate or Finding A Home
       3. The Boot Loader
       4. Cross Install
       5. Booting the Hurd
       6. Native Install
       7. Configuration

   7.1 The Network
       7.2 Other File Systems
       7.3 Rebooting

   8. Final Words
   8.1 Documentation
       8.2 The Grub Menu
       8.3 Adding Devices
       8.4 Installing More Packages
       8.5 XFree86
       8.6 Virtual Terminals
       8.7 Mailing Lists
       8.8 Other Resources

   9. Works Cited
     _________________________________________________________________

                            Short Table of Contents

     1. Overview
     2. Real Estate or Finding A Home
     3. The Boot Loader
     4. Cross Install
     5. Booting the Hurd
     6. Native Install
     7. Configuration
     8. Final Words
     9. Works Cited
     _________________________________________________________________

                              About this document

   This document was generated by Neal H. Walfield on January, 21 2003
   using texi2html

     _________________________________________________________________

   This document was generated by Neal H. Walfield on January, 21 2003
   using texi2html