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3.2 Start the InstallationTo begin installing Linux, you must boot your system from the installation media. Most recently manufactured PCs can boot the Installation CD 1 CD-ROM. However, unless you generally boot from a CD-ROM—which is quite unlikely—you'll need to reconfigure your PC's BIOS so your PC is able to boot from a CD-ROM. To do so, enter your PC's BIOS screen and look for a configuration item titled something like Boot Order or Boot Priority. Change the configuration so that the CD-ROM drive has the highest boot priority. Consult your PC's documentation for details on entering and using its BIOS configuration screens. 3.2.1 Creating a Boot FloppyIf your PC can't boot from a CD-ROM, you must create a boot floppy disk. Creating a boot floppy requires some special measures; you can't simply copy files onto a disk and then boot it. To create a Linux installation boot floppy by using a PC that runs Microsoft Windows, perform the following steps:
Figure 3-1. Using rawrite to make a boot diskette![]()
3.2.2 Boot the Installation ProgramTo start the installation process, insert Installation CD 1 of Linux into your system's CD-ROM drive. If your system cannot boot from a CD-ROM, insert the boot floppy you created and reboot your PC. When the system reboots, you should see a start-up screen featuring a boot: prompt and a series of messages explaining how to invoke the graphical and text mode installation and upgrade facilities, as shown in Figure 3-2. This prompt lets you enter special parameters to work around a variety of installation problems. Generally, it's not necessary to do so. Simply press Enter or wait about a minute and the installation program will start.
Figure 3-2. The Fedora Core boot screen![]() For perhaps a minute, you'll see text flashing by as the system boots. Then, you'll see the Linux Welcome screen, shown in Figure 3-3. Click Next to proceed. Figure 3-3. The Fedora Core Welcome screen![]() 3.2.3 The Installation Program's User InterfaceLike other modern Linux distributions, Linux includes a graphical installation program that simplifies the installation and initial configuration of Linux. Figure 3-4 shows a typical screen displayed by the installation program. You won't see this particular screen until later in the installation process. Figure 3-4. A typical installation screen![]() The installation screen includes the following elements:
3.2.4 Use Virtual Consoles to Monitor the InstallationA console is a combination of a keyboard and a display device, such as a video monitor. A console provides a basic user interface adequate to communicate with a computer: you can type characters on the keyboard and view text on the display device. Although a home computer system seldom has more than one console, Linux systems provide several virtual consoles. By pressing a special combination of keys, you can control which console your system's keyboard and monitor are connected to. Table 3-1 describes the virtual consoles used by the installation program. The main installation dialog appears in virtual console #7. If you like, you can use the indicated keystrokes to view a different virtual console.
You will not generally need to switch from one virtual console to another during installation. Nevertheless, you may find it interesting to view the contents of the virtual consoles. The contents of virtual consoles #1 through #5 can be useful in monitoring and troubleshooting. 3.2.5 Choose the Installation LanguageClick Next to move from the Installation screen to the Language Selection screen. Figure 3-5 shows that screen, which asks you to specify what language should be used during the installation process. Click the desired language and then click Next. The Keyboard Configuration screen appears. Figure 3-5. The Language Selection screen![]() 3.2.6 Select the Keyboard TypeThe Keyboard Configuration screen, shown in Figure 3-6, lets you specify the type of keyboard attached to your system. The preselected choice is appropriate for most U.S. users. If you prefer another keyboard configuration, click the desired model or layout. Then, click Next to proceed. The Mouse Configuration screen appears. Figure 3-6. .The Keyboard Configuration dialog box![]() The Mouse Configuration screen, shown in Figure 3-7, lets you specify the type of mouse attached to your system. The installation program generally determines the type of mouse automatically. If you prefer a different mouse configuration, click the desired mouse type. Many graphical Linux programs are designed to use a three-button mouse. If your mouse has only two buttons, you should generally enable the Emulate 3 Buttons checkbox. Click Next to proceed to the Installation Type screen. Figure 3-7. The Mouse Configuration screen![]() 3.2.7 Select Monitor ConfigurationIf you're installing Fedora Core, the installation program prompts you to select the monitor type, as shown in Figure 3-8. If you're installing Red Hat Enterprise Linux, you should skip ahead to Section 3.2.9. Figure 3-8. The Monitor Configuration screen![]() The Monitor Configuration screen includes a list of supported video monitors. If the installation program was able to determine the type of monitor associated with your PC, it will highlight the appropriate item in the Monitor Configuration list box. If you prefer to specify a different monitor, click the desired item. If you can't find your monitor listed, don't despair: you can select the Unprobed Monitor entry. If you do so, the installation program will suggest horizontal and vertical sync (also known as vertical refresh) rates or ranges. You should compare these with the characteristics of your monitor (which you can generally obtain from the owner's manual or from the manufacturer's web site) and adjust the rates of ranges if necessary. If you fail to find information describing your monitor, you can try some conservative values that are unlikely to damage all but the oldest of monitors. Low values are safer than high values. For example, try setting the horizontal sync range to 50-70 kHz and the vertical sync rate to 60 Hz. Once you've selected your monitor or specified its sync rates, click Next to proceed. The Installation Type screen appears. 3.2.8 Select Installation TypeIf you're installing Fedora Core, the installation program prompts you to select the installation type, as shown in Figure 3-9. If you're installing Red Hat Enterprise Linux, you should skip ahead to Section 3.2.9. Figure 3-9. The Installation Type screen![]() The Installation Type screen lets you choose from four types of installation: Personal Desktop, Workstation, Server, and Custom. 3.2.8.1 Personal DesktopIf you're new to Linux, the Personal Desktop installation type is the easiest to perform, especially if you currently run Windows. In that case, the procedure will automatically configure your system to dual boot—in other words, whenever you start your system, a Linux utility known as GRUB will give you the choice of starting Windows or Linux. Both operating systems can reside on a single system as long as you have a large enough hard drive. A typical Personal Desktop installation requires about 2 GB of free disk space. However, 4 GB or more is a better working figure, as optional applications and extra packages can consume significant space beyond the minimum.
3.2.8.2 WorkstationThe Workstation installation type is based on the Personal Desktop installation type, but adds tools useful to software developers and system administrators. Like the Personal Desktop installation type, the Workstation Installation type requires 2-4 GB of free disk space. 3.2.8.3 ServerThe Server installation type is appropriate for systems that will host a web server or other services. It does not include a GUI, so it's not suitable for desktop use. You shouldn't set up a system using the Server installation type until you've had significant experience with Red Hat Linux. A typical Server installation requires about 1 GB or more of free disk space.
3.2.8.4 CustomThe Custom installation type gives you complete control over the installation process. You can specify whether to configure your system for dual booting, which software packages to install, and so on. To perform a Custom installation, you should have from 520 MB to 5.3 GB of free disk space available. However, 520 MB is an absolute minimum, and 5.3 GB is needed only if you're planning to install everything (including the kitchen sink). More realistically, you should have at least 2 GB of free space available. If you have the expertise and patience, you can omit certain packages that would otherwise be installed during a Custom installation so that your Linux system occupies less disk space. The appropriate choice for most users is Custom. Therefore, click the radiobutton next to Custom and click Next to proceed.
3.2.9 Create PartitionsDruids in Linux are analogous to wizards in Microsoft Windows. In the next phase of the installation procedure, you'll use Red Hat's Disk Druid to establish Linux partitions on your hard disk drive (see Figure 3-10). Disk Druid is generally capable of automatically creating the necessary partitions. Figure 3-10. The Disk Partitioning Setup screen![]() If you prefer, the installation program lets you manually partition your hard disk using Disk Druid. However, it's generally easier to allow Disk Druid to automatically partition the hard disk and then review and edit the results. No changes are made to the partition table until you accept the final results. You can generally accept the default choice, Automatically partition, and click Next to proceed. The Automatic Partitioning screen appears, as shown in Figure 3-11. Figure 3-11. The Automatic Partitioning screen![]()
The Automatic Partitioning screen lets you choose how any existing partitions are treated. Three choices are available:
If you want to preserve an existing operating system, you should not choose Remove all partitions on this system. If you want to overwrite an existing Linux installation, choose Remove all Linux partitions on this system. Otherwise, choose Keep all partitions and use existing free space. The Automatic Partitioning screen also lets you specify the hard disks on which the installation program will load Linux. You can prevent the installation program from using a hard disk by clearing the checkbox associated with the hard disk. Finally, the Automatic Partitioning screen lets you specify whether to review the results of automatic partitioning. You should generally leave the associated checkbox set so that you can modify the results, if needed. Click Next to perform automatic partitioning. If Disk Druid cannot find sufficient free space, you may see a dialog box announcing an error. In that case, you can use the Back button to return to the Disk Partitioning Setup screen and choose manual partitioning with Disk Druid. The following section explains how to review and modify the results of automatic partitioning, and also equips you to perform manual partitioning. 3.2.9.1 Manual disk partitioningThe Disk Setup screen, shown in Figure 3-12, lets you add, edit, and delete Linux partitions. The bottom part of the screen contains a list box that describes each drive and partition. The middle part of the screen contains buttons that control the operation of Disk Druid, the tool that carries out partitioning. The top part of the screen graphically depicts the partition structure. Figure 3-12. The Disk Druid screen![]() 3.2.9.2 What to addIf you choose to perform automatic partitioning and are content with the results, you don't need to add or change any partitions. In that case, you can click Next to proceed. This section explains how to use manual partitioning if you need, or prefer, to do so. Whereas Windows associates drive letters (such as D:) with partitions, Linux associates directories—known as mount points—with partitions. Two such directories, / (the root directory) and /boot, are essential. In addition, a third partition is necessary to manage your system's RAM. This partition has no associated mount point. During this step of the installation process, you should establish three or four Linux partitions on your system's hard drive:
3.2.9.2.1 Create the swap partitionFrom the Disk Setup screen, click New to launch the Add Partition dialog box, shown in Figure 3-13. Figure 3-13. The Add Partition dialog box![]() Enter the following values in the Add Partition dialog box:
Click OK to accept the input values. The Add Partition dialog box disappears. 3.2.9.2.2 Create the /boot partitionFrom the Disk Setup screen, click New to launch the Add Partition dialog box. Enter the following values:
Click OK to accept the input values; or, if you don't want to create the partition, click Cancel. The Add Partition Dialog box disappears. If you enter an inappropriate value, Disk Druid may be unable to create the requested partition. In such a case, it displays a dialog box that explains the reason the partition could not be created. Study the dialog box to determine what you did wrong and try again. 3.2.9.2.3 Create the / (root) partitionFrom the Disk Setup screen, click New to launch the Add Partition dialog box. Enter the following values:
Click OK to accept the input values. The Add Partition dialog box disappears. 3.2.9.2.4 Create the /var partitionIf you choose to create a /var partition, click New to launch the Add Partition dialog box. Enter the following values:
Click OK to accept the input values. The Add Partition dialog box disappears. 3.2.9.3 Editing a partitionIf you wish to change one or more values associated with a partition, highlight the partition you wish to change in the Disk Setup screen and click Edit. Disk Druid launches a dialog box that you can use to change the mount point of a previously existing partition or other options of a partition you've just created. You cannot use the Add Partition dialog box to change the size, grow option, or type of a previously existing partition; instead, you must delete such a partition and re-create it. 3.2.9.4 Deleting a partitionIf you wish to delete a partition, highlight it and click Delete. Disk Druid presents a dialog box that asks you to confirm the operation.
3.2.9.5 Starting overIf you determine that you've made mistakes and want to abandon the changes you've specified, simply click Reset. Disk Druid resets all partitions to their original state. 3.2.9.6 Saving your changesWhen you're done, save your changes and proceed with the installation, by clicking Next. 3.2.10 Configure the Boot LoaderNext, the installation program presents the Boot Loader Configuration screen, shown in Figure 3-14. GRUB, the Grand Unified Boot loader, is a special program used to start Linux—or another operating system—when you boot your system. This screen lets you choose an alternative boot loader (LILO) or omit installation of a boot loader altogether. You can also specify the location where GRUB will be installed. Figure 3-14. The Boot Loader Configuration screen![]() Most Linux users install GRUB on their PC's primary hard drive. However, doing so doesn't always work out. For example, some antivirus applications detect GRUB's changes to the MBR and roll them back. The bottom line is that, for a few Linux users, GRUB can present some headaches. Moreover, LILO has some features useful to those responsible for servers, including better support for RAID and serial console devices. If you're among those bothered by GRUB, you can easily avoid it. To do so, you can use the Change Boot Loader Button to install the LILO boot manager. The installation program preselects Linux as the default operating system. To specify a different default operating system, highlight the corresponding partition and click Default. If you like, you can change the label associated with an operating system by highlighting the corresponding partition and typing the desired label in the text box labeled Boot Label. When you've completely specified the desired boot loader configuration, click Next to proceed.
3.2.11 Configure NetworkingAfter you've configured the boot loader, the installation program probes for a network card. If it finds one, the installation program presents the Network Configuration screen, shown in Figure 3-15. If your computer is attached to a Local Area Network (LAN), you can use the Network Configuration screen to configure networking. If your computer is not attached to a LAN, click Next. Figure 3-15. The Network Configuration screen![]() If your LAN provides a DHCP server, Linux can automatically determine your PC's network configuration when your PC boots. By default, the installer configures your PC to activate its network adapter and obtain its network configuration from a DHCP server whenever your PC is booted. If you want to assign your PC a static IP address or if you don't want your network adapter to be activate when your system boots, click the Edit button. An Edit Interface dialog box, shown in Figure 3-16, appears. To specify a static IP address, clear the checkbox labeled Configure using DHCP. Then, enter the IP address and netmask in the proper text fields, using the information you recorded in Table 2-1. If you don't want your network adapter to be activated when your system boots, clear the checkbox labeled Active on boot. Click OK to save your changes. Figure 3-16. The Edit Interface dialog box![]() If you want to assign your system a static IP address, you should select the radiobutton labeled "Set the hostname manually" in the Network Configuration Screen. You should also provide the following from Table 2-1:
When you've entered the desired network configuration, click Next to proceed. The Firewall Configuration screen, shown in Figure 3-17, appears. This screen lets you specify protection against threats originating across the network. Figure 3-17. The Firewall Configuration screen![]() Chapter 12 offers a detailed explanation of Linux's firewall capabilities. You should generally accept the default choice, Enable firewall, which prevents most network-based attacks on your system. If you plan to run a server, such as a web server, on your system, you'll need to allow the related traffic to pass through the firewall. However, you can easily open the proper ports at a later time. Click Next to proceed. 3.2.12 Configure the LanguageNext, the installation program presents the Additional Language Support screen, shown in Figure 3-18. You selected the language used earlier, during the installation procedure; this screen has a different function. It lets you specify the language or languages that you plan to use during system operation. It also lets you install support—including X fonts and spelling dictionaries—for these languages. As the screen explains, multiple languages consume significant disk space. So, select a single language if you're reasonably content doing so. After you've made your choice or choices, click Next to proceed. Figure 3-18. The Additional Language Support screen![]() 3.2.13 Configure the System ClockAfter you bypass or complete the Network Configuration screen, the installation program presents the Time Zone Selection screen (Figure 3-19). Select a time zone by clicking on the map or by clicking an entry in the list box that appears below the map. Figure 3-19. The Time Zone Selection screen![]() If you want to set your system's clock to UTC (Universal Coordinated Time), enable the System Clock Uses UTC checkbox. However, you should not enable this checkbox if your PC is set up to boot an operating system, such as Microsoft Windows 9x, that does not support setting the system clock to UTC. After making your selections, click Next to proceed. 3.2.14 Set the root PasswordThe user who administers a Linux system is known as the root user, or simply root. To protect your system against mischief and misadventure, you must protect the root user's login with a password. To enable you to do so, the installation program presents the Account Configuration screen (Figure 3-20). Figure 3-20. The Account Configuration screen![]() Simply choose a password for the root user and type it twice: in the text field labeled Root Password and the nearby text field labeled Confirm.
3.2.15 Select PackagesTo install an application under Linux, you generally install a package that contains all the files needed by the application. If you like, you can specify the individual packages you want to install; however, the large number of available packages makes it tedious to specify them one at a time. Instead, the installation program lets you specify package groups you want to install. A package group is simply a group of related packages. If you're installing Red Hat Enterprise Linux, the Package Installation Defaults screen, shown in Figure 3-21, lets you accept a default set of packages or manually specify which packages should be installed. Generally, the default choices are appropriate. One common reason for manually specifying packages is if you prefer the KDE desktop shell. To see the full set of available packages, click the radiobutton labeled "Customize the set of packages to be installed" and then click Next. Figure 3-21. The Package Installation Defaults screen![]() Whether you're installing Red Hat Enterprise Linux or Fedora Core, the Package Group Selection screen, shown in Figure 3-22, appears. To install a package group, simply enable the associated checkbox. Some package groups let you customize the individual packages that will be installed. Such packages groups include a hyperlink labeled Details. Click the hyperlink to view a list of packages in the package group; enable or disable the checkbox associated with a package to specify whether the package should, or should not, be installed. Figure 3-22. The Package Group Selection screen![]() The available package groups are:
If you don't know what package groups to select, don't worry; you can install additional package groups after setting up your Linux system. When you're satisfied with your choices, click Next to proceed. 3.2.16 Install PackagesWhen the installation program is ready to begin installing packages, it presents the About to Install screen, shown in Figure 3-23. Up to this point, the installation program has made no changes to your system's hard drive. This is your last chance to terminate the installation procedure before any data is written. To abort the installation procedure, press Ctrl-Alt-Delete or press your system's hardware reset button. Figure 3-23. The About to Install screen![]() The installation program now formats any partitions you earlier specified for formatting. Depending on the size of your system's hard drive, it may require several minutes to complete this step. When formatting is done, the Installing Packages screen (Figure 3-24) appears and the installation program begins installing packages. Figure 3-24. The Installing Packages screen![]() The Installing Packages screen displays the name of each package as it is installed and presents a progress bar that shows the relative progress of the installation process. You'll likely be asked to insert other installation CDs during the installation process. In particular, the installation program generally asks for CD 2 shortly after it begins installing packages. It asks you to re-insert CD 1 after installing the contents of the other CDs. When all the packages have been installed, you're ready to create a boot diskette. Click Next to proceed. 3.2.17 Configure VideoIf you're installing Fedora Core, you've already selected your video monitor. You should skip ahead to Section 3.2.18. If you're installing Red Hat Enterprise Linux, the installation program displays the Graphical Interface (X) Configuration screen (Figure 3-25), which helps you configure X, the Linux graphical user interface. If the installation program was able to determine the type of video card associated with your PC, it will highlight the appropriate item in the X Configuration list box. If you prefer to specify a different video card, click the desired item. Figure 3-25. The Graphical Interface (X) Configuration screen![]() If your video card is not listed, you may be able to use the Generic SVGA Compatible entry. This will yield a basic, working X configuration. Later, you can follow the instructions given in Appendix D to achieve a better configuration. You should specify the amount of video memory installed on your video card. Specifying a value that is too large will probably prevent X from starting. If you followed the procedure given in Chapter 2, you should have learned the amount of video memory installed on your card; otherwise, consult your video card's documentation to determine the proper value. If you can't locate the information, select a conservatively low value; choosing a value that's too low will prevent you from using high-resolution video modes but won't damage your monitor. Earlier in the installation, you specified the make and model of your system's video card. The next two screens guide you in completing the video configuration. 3.2.17.1 Identifying your system's monitorThe installation program next presents the Monitor Configuration screen, shown in Figure 3-26. The Monitor Configuration screen includes a list of supported video monitors. If the installation program was able to determine the type of monitor associated with your PC, it will highlight the appropriate item in the Monitor Configuration list box. If you prefer to specify a different monitor, click the desired item. Figure 3-26. The Monitor Configuration screen![]()
If you can't find your monitor listed, don't despair: you can select the Unprobed Monitor entry. If you do so, the installation program will suggest horizontal and vertical sync (also known as vertical refresh) rates or ranges. You should compare these with the characteristics of your monitor, which you can generally obtain from the owner's manual or from the manufacturer's web site; adjust the rates of ranges if necessary. If you fail to find information describing your monitor, you can try some conservative values that are unlikely to damage all but the oldest of monitors. Low values are safer than high values. For example, try setting the horizontal sync range to 50-70 kHz and the vertical sync rate to 60 Hz. Once you've selected your monitor or specified its sync rates, click Next to proceed. The Custom Graphics Configuration screen appears. 3.2.17.2 Selecting custom graphics optionsThe Custom Graphics Configuration screen (Figure 3-27), lets you specify several X-related options. You can choose the color depth, which determines the number of colors your system will display. You can also choose the screen resolution, which determines the number of pixels your system will display. Larger resolutions result in greater detail; however, your system's video adapter and monitor may not operate with all possible settings. Moreover, specifying a high resolution will consume additional system resources, such as RAM. When you've completed the X configuration, click Next to proceed. Figure 3-27. The Custom Graphics Configuration screen![]() 3.2.18 Boot Disk CreationIf you're installing Fedora Core, the Boot Disk Creation screen (Figure 3-28) appears. If you're installing Red Hat Enterprise Linux, the installation program doesn't prompt you to create a boot disk; you should skip ahead to Section 3.2.19. Figure 3-28. Boot Disk Creation screen![]() The floppy disk you create using this screen is not the same as the one you may have created and used to start the installation procedure. You should take the opportunity to create the boot disk, because it may enable you to boot your Linux system even if the boot loader fails to install properly or the system boot information is damaged. By default, the option to create a boot disk is enabled. To create a boot disk, click Next. The installation program will prompt you to insert a blank floppy in your system's floppy drive. Insert the diskette and click OK. The installation program may take several minutes to create the boot floppy. 3.2.19 Complete the InstallationThe installation program then presents its final screen (Figure 3-29), which explains that Linux has been successfully installed. Figure 3-29. The Congratulations screen![]() Try booting your system from its hard drive or a Linux boot floppy, as appropriate. If your system successfully boots Linux, you're ready to log in to your Linux system. |
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