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3a5f1c3d83
Updates the bootloader and installation instructions in admin-guide/README.rst to align with modern practices. Details of Changes: - Added guidance on using EFISTUB for UEFI/EFI systems. - Noted that LILO is no longer in active development and provides alternatives. - Kept LILO instructions but marked as Legacy LILO Instructions. Suggest removal in future patch. Signed-off-by: Hunter Chasens <hunter.chasens18@ncf.edu> Signed-off-by: Jonathan Corbet <corbet@lwn.net> [jc: repaired added whitespace warnings] Link: https://lore.kernel.org/r/20240207171007.45405-1-hunter.chasens18@ncf.edu
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.. _readme:
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Linux kernel release 6.x <http://kernel.org/>
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=============================================
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These are the release notes for Linux version 6. Read them carefully,
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as they tell you what this is all about, explain how to install the
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kernel, and what to do if something goes wrong.
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What is Linux?
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--------------
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Linux is a clone of the operating system Unix, written from scratch by
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Linus Torvalds with assistance from a loosely-knit team of hackers across
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the Net. It aims towards POSIX and Single UNIX Specification compliance.
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It has all the features you would expect in a modern fully-fledged Unix,
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including true multitasking, virtual memory, shared libraries, demand
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loading, shared copy-on-write executables, proper memory management,
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and multistack networking including IPv4 and IPv6.
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It is distributed under the GNU General Public License v2 - see the
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accompanying COPYING file for more details.
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On what hardware does it run?
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-----------------------------
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Although originally developed first for 32-bit x86-based PCs (386 or higher),
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today Linux also runs on (at least) the Compaq Alpha AXP, Sun SPARC and
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UltraSPARC, Motorola 68000, PowerPC, PowerPC64, ARM, Hitachi SuperH, Cell,
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IBM S/390, MIPS, HP PA-RISC, Intel IA-64, DEC VAX, AMD x86-64 Xtensa, and
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ARC architectures.
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Linux is easily portable to most general-purpose 32- or 64-bit architectures
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as long as they have a paged memory management unit (PMMU) and a port of the
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GNU C compiler (gcc) (part of The GNU Compiler Collection, GCC). Linux has
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also been ported to a number of architectures without a PMMU, although
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functionality is then obviously somewhat limited.
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Linux has also been ported to itself. You can now run the kernel as a
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userspace application - this is called UserMode Linux (UML).
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Documentation
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-------------
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- There is a lot of documentation available both in electronic form on
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the Internet and in books, both Linux-specific and pertaining to
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general UNIX questions. I'd recommend looking into the documentation
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subdirectories on any Linux FTP site for the LDP (Linux Documentation
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Project) books. This README is not meant to be documentation on the
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system: there are much better sources available.
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- There are various README files in the Documentation/ subdirectory:
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these typically contain kernel-specific installation notes for some
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drivers for example. Please read the
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:ref:`Documentation/process/changes.rst <changes>` file, as it
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contains information about the problems, which may result by upgrading
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your kernel.
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Installing the kernel source
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----------------------------
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- If you install the full sources, put the kernel tarball in a
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directory where you have permissions (e.g. your home directory) and
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unpack it::
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xz -cd linux-6.x.tar.xz | tar xvf -
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Replace "X" with the version number of the latest kernel.
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Do NOT use the /usr/src/linux area! This area has a (usually
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incomplete) set of kernel headers that are used by the library header
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files. They should match the library, and not get messed up by
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whatever the kernel-du-jour happens to be.
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- You can also upgrade between 6.x releases by patching. Patches are
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distributed in the xz format. To install by patching, get all the
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newer patch files, enter the top level directory of the kernel source
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(linux-6.x) and execute::
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xz -cd ../patch-6.x.xz | patch -p1
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Replace "x" for all versions bigger than the version "x" of your current
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source tree, **in_order**, and you should be ok. You may want to remove
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the backup files (some-file-name~ or some-file-name.orig), and make sure
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that there are no failed patches (some-file-name# or some-file-name.rej).
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If there are, either you or I have made a mistake.
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Unlike patches for the 6.x kernels, patches for the 6.x.y kernels
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(also known as the -stable kernels) are not incremental but instead apply
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directly to the base 6.x kernel. For example, if your base kernel is 6.0
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and you want to apply the 6.0.3 patch, you must not first apply the 6.0.1
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and 6.0.2 patches. Similarly, if you are running kernel version 6.0.2 and
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want to jump to 6.0.3, you must first reverse the 6.0.2 patch (that is,
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patch -R) **before** applying the 6.0.3 patch. You can read more on this in
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:ref:`Documentation/process/applying-patches.rst <applying_patches>`.
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Alternatively, the script patch-kernel can be used to automate this
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process. It determines the current kernel version and applies any
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patches found::
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linux/scripts/patch-kernel linux
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The first argument in the command above is the location of the
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kernel source. Patches are applied from the current directory, but
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an alternative directory can be specified as the second argument.
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- Make sure you have no stale .o files and dependencies lying around::
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cd linux
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make mrproper
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You should now have the sources correctly installed.
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Software requirements
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---------------------
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Compiling and running the 6.x kernels requires up-to-date
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versions of various software packages. Consult
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:ref:`Documentation/process/changes.rst <changes>` for the minimum version numbers
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required and how to get updates for these packages. Beware that using
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excessively old versions of these packages can cause indirect
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errors that are very difficult to track down, so don't assume that
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you can just update packages when obvious problems arise during
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build or operation.
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Build directory for the kernel
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------------------------------
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When compiling the kernel, all output files will per default be
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stored together with the kernel source code.
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Using the option ``make O=output/dir`` allows you to specify an alternate
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place for the output files (including .config).
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Example::
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kernel source code: /usr/src/linux-6.x
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build directory: /home/name/build/kernel
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To configure and build the kernel, use::
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cd /usr/src/linux-6.x
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make O=/home/name/build/kernel menuconfig
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make O=/home/name/build/kernel
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sudo make O=/home/name/build/kernel modules_install install
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Please note: If the ``O=output/dir`` option is used, then it must be
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used for all invocations of make.
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Configuring the kernel
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----------------------
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Do not skip this step even if you are only upgrading one minor
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version. New configuration options are added in each release, and
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odd problems will turn up if the configuration files are not set up
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as expected. If you want to carry your existing configuration to a
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new version with minimal work, use ``make oldconfig``, which will
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only ask you for the answers to new questions.
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- Alternative configuration commands are::
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"make config" Plain text interface.
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"make menuconfig" Text based color menus, radiolists & dialogs.
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"make nconfig" Enhanced text based color menus.
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"make xconfig" Qt based configuration tool.
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"make gconfig" GTK+ based configuration tool.
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"make oldconfig" Default all questions based on the contents of
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your existing ./.config file and asking about
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new config symbols.
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"make olddefconfig"
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Like above, but sets new symbols to their default
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values without prompting.
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"make defconfig" Create a ./.config file by using the default
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symbol values from either arch/$ARCH/defconfig
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or arch/$ARCH/configs/${PLATFORM}_defconfig,
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depending on the architecture.
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"make ${PLATFORM}_defconfig"
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Create a ./.config file by using the default
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symbol values from
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arch/$ARCH/configs/${PLATFORM}_defconfig.
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Use "make help" to get a list of all available
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platforms of your architecture.
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"make allyesconfig"
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Create a ./.config file by setting symbol
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values to 'y' as much as possible.
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"make allmodconfig"
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Create a ./.config file by setting symbol
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values to 'm' as much as possible.
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"make allnoconfig" Create a ./.config file by setting symbol
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values to 'n' as much as possible.
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"make randconfig" Create a ./.config file by setting symbol
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values to random values.
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"make localmodconfig" Create a config based on current config and
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loaded modules (lsmod). Disables any module
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option that is not needed for the loaded modules.
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To create a localmodconfig for another machine,
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store the lsmod of that machine into a file
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and pass it in as a LSMOD parameter.
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Also, you can preserve modules in certain folders
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or kconfig files by specifying their paths in
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parameter LMC_KEEP.
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target$ lsmod > /tmp/mylsmod
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target$ scp /tmp/mylsmod host:/tmp
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host$ make LSMOD=/tmp/mylsmod \
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LMC_KEEP="drivers/usb:drivers/gpu:fs" \
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localmodconfig
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The above also works when cross compiling.
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"make localyesconfig" Similar to localmodconfig, except it will convert
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all module options to built in (=y) options. You can
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also preserve modules by LMC_KEEP.
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"make kvm_guest.config" Enable additional options for kvm guest kernel
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support.
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"make xen.config" Enable additional options for xen dom0 guest kernel
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support.
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"make tinyconfig" Configure the tiniest possible kernel.
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You can find more information on using the Linux kernel config tools
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in Documentation/kbuild/kconfig.rst.
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- NOTES on ``make config``:
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- Having unnecessary drivers will make the kernel bigger, and can
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under some circumstances lead to problems: probing for a
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nonexistent controller card may confuse your other controllers.
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- A kernel with math-emulation compiled in will still use the
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coprocessor if one is present: the math emulation will just
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never get used in that case. The kernel will be slightly larger,
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but will work on different machines regardless of whether they
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have a math coprocessor or not.
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- The "kernel hacking" configuration details usually result in a
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bigger or slower kernel (or both), and can even make the kernel
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less stable by configuring some routines to actively try to
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break bad code to find kernel problems (kmalloc()). Thus you
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should probably answer 'n' to the questions for "development",
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"experimental", or "debugging" features.
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Compiling the kernel
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--------------------
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- Make sure you have at least gcc 5.1 available.
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For more information, refer to :ref:`Documentation/process/changes.rst <changes>`.
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- Do a ``make`` to create a compressed kernel image. It is also possible to do
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``make install`` if you have lilo installed or if your distribution has an
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install script recognised by the kernel's installer. Most popular
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distributions will have a recognized install script. You may want to
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check your distribution's setup first.
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To do the actual install, you have to be root, but none of the normal
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build should require that. Don't take the name of root in vain.
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- If you configured any of the parts of the kernel as ``modules``, you
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will also have to do ``make modules_install``.
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- Verbose kernel compile/build output:
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Normally, the kernel build system runs in a fairly quiet mode (but not
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totally silent). However, sometimes you or other kernel developers need
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to see compile, link, or other commands exactly as they are executed.
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For this, use "verbose" build mode. This is done by passing
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``V=1`` to the ``make`` command, e.g.::
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make V=1 all
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To have the build system also tell the reason for the rebuild of each
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target, use ``V=2``. The default is ``V=0``.
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- Keep a backup kernel handy in case something goes wrong. This is
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especially true for the development releases, since each new release
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contains new code which has not been debugged. Make sure you keep a
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backup of the modules corresponding to that kernel, as well. If you
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are installing a new kernel with the same version number as your
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working kernel, make a backup of your modules directory before you
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do a ``make modules_install``.
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Alternatively, before compiling, use the kernel config option
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"LOCALVERSION" to append a unique suffix to the regular kernel version.
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LOCALVERSION can be set in the "General Setup" menu.
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- In order to boot your new kernel, you'll need to copy the kernel
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image (e.g. .../linux/arch/x86/boot/bzImage after compilation)
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to the place where your regular bootable kernel is found.
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- Booting a kernel directly from a storage device without the assistance
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of a bootloader such as LILO or GRUB, is no longer supported in BIOS
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(non-EFI systems). On UEFI/EFI systems, however, you can use EFISTUB
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which allows the motherboard to boot directly to the kernel.
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On modern workstations and desktops, it's generally recommended to use a
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bootloader as difficulties can arise with multiple kernels and secure boot.
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For more details on EFISTUB,
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see "Documentation/admin-guide/efi-stub.rst".
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- It's important to note that as of 2016 LILO (LInux LOader) is no longer in
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active development, though as it was extremely popular, it often comes up
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in documentation. Popular alternatives include GRUB2, rEFInd, Syslinux,
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systemd-boot, or EFISTUB. For various reasons, it's not recommended to use
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software that's no longer in active development.
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- Chances are your distribution includes an install script and running
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``make install`` will be all that's needed. Should that not be the case
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you'll have to identify your bootloader and reference its documentation or
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configure your EFI.
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Legacy LILO Instructions
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------------------------
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- If you use LILO the kernel images are specified in the file /etc/lilo.conf.
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The kernel image file is usually /vmlinuz, /boot/vmlinuz, /bzImage or
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/boot/bzImage. To use the new kernel, save a copy of the old image and copy
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the new image over the old one. Then, you MUST RERUN LILO to update the
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loading map! If you don't, you won't be able to boot the new kernel image.
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- Reinstalling LILO is usually a matter of running /sbin/lilo. You may wish
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to edit /etc/lilo.conf to specify an entry for your old kernel image
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(say, /vmlinux.old) in case the new one does not work. See the LILO docs
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for more information.
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- After reinstalling LILO, you should be all set. Shutdown the system,
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reboot, and enjoy!
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- If you ever need to change the default root device, video mode, etc. in the
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kernel image, use your bootloader's boot options where appropriate. No need
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to recompile the kernel to change these parameters.
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- Reboot with the new kernel and enjoy.
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If something goes wrong
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-----------------------
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If you have problems that seem to be due to kernel bugs, please follow the
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instructions at 'Documentation/admin-guide/reporting-issues.rst'.
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Hints on understanding kernel bug reports are in
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'Documentation/admin-guide/bug-hunting.rst'. More on debugging the kernel
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with gdb is in 'Documentation/dev-tools/gdb-kernel-debugging.rst' and
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'Documentation/dev-tools/kgdb.rst'.
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