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2.3 Pre-installation Tasks
2.3.1 Inventory Your Computer
Before installing FreeBSD you should attempt to inventory the components
in your computer. The FreeBSD installation routines will show you the
components (hard disks, network cards, CDROM drives, and so forth) with
their model number and manufacturer. FreeBSD will also attempt to
determine the correct configuration for these devices, which includes
information about IRQ and IO port usage. Due to the vagaries of PC
hardware this process is not always completely successful, and you may
need to correct FreeBSD's determination of your configuration.
If you already have another operating system installed, such as Windows(R)
or Linux, it is a good idea to use the facilities provided by those
operating systems to see how your hardware is already configured. If you
are not sure what settings an expansion card is using, you may find it
printed on the card itself. Popular IRQ numbers are 3, 5, and 7, and IO
port addresses are normally written as hexadecimal numbers, such as 0x330.
We recommend you print or write down this information before installing
FreeBSD. It may help to use a table, like this:
Table 2-1. Sample Device Inventory
Device Name IRQ IO Notes
port(s)
First hard disk N/A N/A 40 GB, made by Seagate, first IDE
master
CDROM N/A N/A First IDE slave
Second hard disk N/A N/A 20 GB, made by IBM, second IDE master
First IDE controller 14 0x1f0
Network card N/A N/A Intel(R) 10/100
Modem N/A N/A 3Com(R) 56K faxmodem, on COM1
...
Once the inventory of the components in your computer is done, you have to
check if they match the hardware requirements of the FreeBSD release you
want to install.
2.3.2 Backup Your Data
If the computer you will be installing FreeBSD on contains valuable data,
then ensure you have it backed up, and that you have tested the backups
before installing FreeBSD. The FreeBSD installation routine will prompt
you before writing any data to your disk, but once that process has
started it cannot be undone.
2.3.3 Decide Where to Install FreeBSD
If you want FreeBSD to use your entire hard disk, then there is nothing
more to concern yourself with at this point -- you can skip this section.
However, if you need FreeBSD to co-exist with other operating systems then
you need to have a rough understanding of how data is laid out on the
disk, and how this affects you.
2.3.3.1 Disk Layouts for FreeBSD/i386
A PC disk can be divided into discrete chunks. These chunks are called
partitions. Since FreeBSD internally also has partitions, the naming can
become confusing very quickly, therefore these disk chunks are referred to
as disk slices or simply slices in FreeBSD itself. For example, the
FreeBSD utility fdisk which operates on the PC disk partitions, refers to
slices instead of partitions. By design, the PC only supports four
partitions per disk. These partitions are called primary partitions. To
work around this limitation and allow more than four partitions, a new
partition type was created, the extended partition. A disk may contain
only one extended partition. Special partitions, called logical
partitions, can be created inside this extended partition.
Each partition has a partition ID, which is a number used to identify the
type of data on the partition. FreeBSD partitions have the partition ID of
165.
In general, each operating system that you use will identify partitions in
a particular way. For example, DOS, and its descendants, like Windows,
assign each primary and logical partition a drive letter, starting with
C:.
FreeBSD must be installed into a primary partition. FreeBSD can keep all
its data, including any files that you create, on this one partition.
However, if you have multiple disks, then you can create a FreeBSD
partition on all, or some, of them. When you install FreeBSD, you must
have one partition available. This might be a blank partition that you
have prepared, or it might be an existing partition that contains data
that you no longer care about.
If you are already using all the partitions on all your disks, then you
will have to free one of them for FreeBSD using the tools provided by the
other operating systems you use (e.g., fdisk on DOS or Windows).
If you have a spare partition then you can use that. However, you may need
to shrink one or more of your existing partitions first.
A minimal installation of FreeBSD takes as little as 100 MB of disk space.
However, that is a very minimal install, leaving almost no space for your
own files. A more realistic minimum is 250 MB without a graphical
environment, and 350 MB or more if you want a graphical user interface. If
you intend to install a lot of third-party software as well, then you will
need more space.
You can use a commercial tool such as PartitionMagic(R), or a free tool
such as GParted, to resize your partitions and make space for FreeBSD. The
tools directory on the CDROM contains two free software tools which can
carry out this task, namely FIPS and PResizer. Documentation for both of
these is available in the same directory. FIPS, PResizer, and
PartitionMagic can resize FAT16 and FAT32 partitions -- used in MS-DOS(R)
through Windows ME. Both PartitionMagic and GParted are known to work on
NTFS. GParted is available on a number of Live CD Linux distributions,
such as SystemRescueCD.
Problems have been reported resizing Microsoft(R) Vista partitions. Having
a Vista installation CDROM handy when attempting such an operation is
recommended. As with all such disk maintenance tasks, a current set of
backups is also strongly advised.
Warning: Incorrect use of these tools can delete the data on your disk.
Be sure that you have recent, working backups before using them.
Example 2-1. Using an Existing Partition Unchanged
Suppose that you have a computer with a single 4 GB disk that already has
a version of Windows installed, and you have split the disk into two drive
letters, C: and D:, each of which is 2 GB in size. You have 1 GB of data
on C:, and 0.5 GB of data on D:.
This means that your disk has two partitions on it, one per drive letter.
You can copy all your existing data from D: to C:, which will free up the
second partition, ready for FreeBSD.
Example 2-2. Shrinking an Existing Partition
Suppose that you have a computer with a single 4 GB disk that already has
a version of Windows installed. When you installed Windows you created one
large partition, giving you a C: drive that is 4 GB in size. You are
currently using 1.5 GB of space, and want FreeBSD to have 2 GB of space.
In order to install FreeBSD you will need to either:
1. Backup your Windows data, and then reinstall Windows, asking for a
2 GB partition at install time.
2. Use one of the tools such as PartitionMagic, described above, to
shrink your Windows partition.
2.3.3.2 Disk Layouts for the Alpha
You will need a dedicated disk for FreeBSD on the Alpha. It is not
possible to share a disk with another operating system at this time.
Depending on the specific Alpha machine you have, this disk can either be
a SCSI disk or an IDE disk, as long as your machine is capable of booting
from it.
Following the conventions of the Digital / Compaq manuals all SRM input is
shown in uppercase. SRM is case insensitive.
To find the names and types of disks in your machine, use the SHOW DEVICE
command from the SRM console prompt:
>>>SHOW DEVICE
dka0.0.0.4.0 DKA0 TOSHIBA CD-ROM XM-57 3476
dkc0.0.0.1009.0 DKC0 RZ1BB-BS 0658
dkc100.1.0.1009.0 DKC100 SEAGATE ST34501W 0015
dva0.0.0.0.1 DVA0
ewa0.0.0.3.0 EWA0 00-00-F8-75-6D-01
pkc0.7.0.1009.0 PKC0 SCSI Bus ID 7 5.27
pqa0.0.0.4.0 PQA0 PCI EIDE
pqb0.0.1.4.0 PQB0 PCI EIDE
This example is from a Digital Personal Workstation 433au and shows three
disks attached to the machine. The first is a CDROM drive called DKA0 and
the other two are disks and are called DKC0 and DKC100 respectively.
Disks with names of the form DKx are SCSI disks. For example DKA100 refers
to a SCSI disk with SCSI target ID 1 on the first SCSI bus (A), whereas
DKC300 refers to a SCSI disk with SCSI ID 3 on the third SCSI bus (C).
Devicename PKx refers to the SCSI host bus adapter. As seen in the SHOW
DEVICE output SCSI CDROM drives are treated as any other SCSI hard disk
drive.
IDE disks have names similar to DQx, while PQx is the associated IDE
controller.
2.3.4 Collect Your Network Configuration Details
If you intend to connect to a network as part of your FreeBSD installation
(for example, if you will be installing from an FTP site or an NFS
server), then you need to know your network configuration. You will be
prompted for this information during the installation so that FreeBSD can
connect to the network to complete the install.
2.3.4.1 Connecting to an Ethernet Network or Cable/DSL Modem
If you connect to an Ethernet network, or you have an Internet connection
using an Ethernet adapter via cable or DSL, then you will need the
following information:
1. IP address
2. IP address of the default gateway
3. Hostname
4. DNS server IP addresses
5. Subnet Mask
If you do not know this information, then ask your system administrator or
service provider. They may say that this information is assigned
automatically, using DHCP. If so, make a note of this.
2.3.4.2 Connecting Using a Modem
If you dial up to an ISP using a regular modem then you can still install
FreeBSD over the Internet, it will just take a very long time.
You will need to know:
1. The phone number to dial for your ISP
2. The COM: port your modem is connected to
3. The username and password for your ISP account
2.3.5 Check for FreeBSD Errata
Although the FreeBSD project strives to ensure that each release of
FreeBSD is as stable as possible, bugs do occasionally creep into the
process. On very rare occasions those bugs affect the installation
process. As these problems are discovered and fixed, they are noted in the
FreeBSD Errata, which is found on the FreeBSD web site. You should check
the errata before installing to make sure that there are no late-breaking
problems which you should be aware of.
Information about all the releases, including the errata for each release,
can be found on the release information section of the FreeBSD web site.
2.3.6 Obtain the FreeBSD Installation Files
The FreeBSD installation process can install FreeBSD from files located in
any of the following places:
Local Media
* A CDROM or DVD
* A DOS partition on the same computer
* A SCSI or QIC tape
* Floppy disks
Network
* An FTP site, going through a firewall, or using an HTTP proxy, as
necessary
* An NFS server
* A dedicated parallel or serial connection
If you have purchased FreeBSD on CD or DVD then you already have
everything you need, and should proceed to the next section (Section
2.3.7).
If you have not obtained the FreeBSD installation files you should skip
ahead to Section 2.13 which explains how to prepare to install FreeBSD
from any of the above. After reading that section, you should come back
here, and read on to Section 2.3.7.
2.3.7 Prepare the Boot Media
The FreeBSD installation process is started by booting your computer into
the FreeBSD installer--it is not a program you run within another
operating system. Your computer normally boots using the operating system
installed on your hard disk, but it can also be configured to use a
"bootable" floppy disk. Most modern computers can also boot from a CDROM
in the CDROM drive.
Tip: If you have FreeBSD on CDROM or DVD (either one you purchased or
you prepared yourself), and your computer allows you to boot from the
CDROM or DVD (typically a BIOS option called "Boot Order" or similar),
then you can skip this section. The FreeBSD CDROM and DVD images are
bootable and can be used to install FreeBSD without any other special
preparation.
To create boot floppy images, follow these steps:
1. Acquire the Boot Floppy Images
The boot disks are available on your installation media in the
floppies/ directory, and can also be downloaded from the floppies
directory,
ftp://ftp.FreeBSD.org/pub/FreeBSD/releases//-RELEASE/floppies/.
Replace and with the architecture and the version
number which you want to install, respectively. For example, the boot
floppy images for FreeBSD/i386 6.2-RELEASE are available from
ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/i386/6.2-RELEASE/floppies/.
The floppy images have a .flp extension. The floppies/ directory
contains a number of different images, and the ones you will need to
use depends on the version of FreeBSD you are installing, and in some
cases, the hardware you are installing to. In most cases you will need
four floppies, boot.flp, kern1.flp, kern2.flp, and kern3.flp. Check
README.TXT in the same directory for the most up to date information
about these floppy images.
Important: Your FTP program must use binary mode to download these
disk images. Some web browsers have been known to use text (or
ASCII) mode, which will be apparent if you cannot boot from the
disks.
2. Prepare the Floppy Disks
You must prepare one floppy disk per image file you had to download.
It is imperative that these disks are free from defects. The easiest
way to test this is to format the disks for yourself. Do not trust
pre-formatted floppies. The format utility in Windows will not tell
about the presence of bad blocks, it simply marks them as "bad" and
ignores them. It is advised that you use brand new floppies if
choosing this installation route.
Important: If you try to install FreeBSD and the installation
program crashes, freezes, or otherwise misbehaves, one of the first
things to suspect is the floppies. Try writing the floppy image
files to new disks and try again.
3. Write the Image Files to the Floppy Disks
The .flp files are not regular files you copy to the disk. They are
images of the complete contents of the disk. This means that you
cannot simply copy files from one disk to another. Instead, you must
use specific tools to write the images directly to the disk.
If you are creating the floppies on a computer running MS-DOS/Windows,
then we provide a tool to do this called fdimage.
If you are using the floppies from the CDROM, and your CDROM is the E:
drive, then you would run this:
E:\> tools\fdimage floppies\boot.flp A:
Repeat this command for each .flp file, replacing the floppy disk each
time, being sure to label the disks with the name of the file that you
copied to them. Adjust the command line as necessary, depending on
where you have placed the .flp files. If you do not have the CDROM,
then fdimage can be downloaded from the tools directory on the FreeBSD
FTP site.
If you are writing the floppies on a UNIX(R) system (such as another
FreeBSD system) you can use the dd(1) command to write the image files
directly to disk. On FreeBSD, you would run:
# dd if=boot.flp of=/dev/fd0
On FreeBSD, /dev/fd0 refers to the first floppy disk (the A: drive).
/dev/fd1 would be the B: drive, and so on. Other UNIX variants might
have different names for the floppy disk devices, and you will need to
check the documentation for the system as necessary.
You are now ready to start installing FreeBSD.
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