Pocket Linux Guide


David Horton


<dhorton<AT>NOSPAM.member.fsf.org>

Revision History
Revision 3.1 2005-04-09 DH
Minor clarifications and spelling corrections.
Revision 3.0 2004-11-02 DH
Changed bootloader to GRUB rather than LILO. Updated versions on all source
code packages. Made minor clarifications to some shell commands and scripts.
Revision 2.1 2004-02-18 DH
Corrected typos. Changed resource site hosting to SourceForge. Added appendix
B to include the GNU Free Documentation License as part of this document.
Revision 2.0 2003-11-08 DH
Updated to use GNU coreutils in place of fileutils, sh-utils and textutils.
Updated version numbers on many source code packages. Introduced Freshmeat as
a resource for finding source code. Changed /etc/mtab to a real file rather
than using a symlink to /proc/mounts. Corrected local_fs script errors.
Updated email address.
Revision 1.2 2003-05-31 DH
Corrected errors in "strip -o library" commands.
Revision 1.1 2003-05-21 DH
Bug fixes, typo corrections and improved XML markup.
Revision 1.0 2003-02-17 DH
Initial Release, reviewed by LDP.

Abstract
The Pocket Linux Guide is for anyone interested in learning the techniques of
building a GNU/Linux system from source code. The guide is structured as a
project that builds a small diskette-based GNU/Linux system called Pocket
Linux. Each chapter explores a small piece of the overall system explaining how
it works, why it is needed and how to build it. After completing the Pocket
Linux project, readers should possess an enhanced knowledge of what makes GNU/
Linux systems work as well as the confidence to explore larger, more complex
source-code-only projects.
-------------------------------------------------------------------------------
Table of Contents


  Legal_Information


        1._Copyright_and_License

        2._Disclaimer


  Introduction


        1._About_Pocket_Linux

        2._Prerequisite_Skills

        3._Project_Format

        4._Help_&amp;_Support

        5._Feedback


  1._Project_Initiation


        1._A_Brief_History_of_GNU/Linux

        2._The_Goal_of_Pocket_Linux

        3._Working_Within_The_Constraints


  2._A_Simple_Prototype


        1._Analysis

        2._Design


              2.1._Simplification

              2.2._Boot_Disk

              2.3._Root_Disk

              2.4._CPU_Compatibility


        3._Construction


              3.1._Prepare_the_boot_disk_media

              3.2._Build_the_GRUB_bootloader

              3.3._Copy_the_bootloader_files_to_diskette

              3.4._Finish_bootloader_installation

              3.5._Build_the_Linux_kernel

              3.6._Copy_the_kernel_to_diskette

              3.7._Unmount_the_boot_disk

              3.8._Prepare_the_root_disk_media

              3.9._Build_BASH

              3.10._Copy_BASH_to_the_root_disk

              3.11._Create_device_files_that_BASH_needs

              3.12._Unmount_the_root_disk


        4._Implementation


              4.1._System_startup

              4.2._Testing_what_works

              4.3._Noting_what_does_not_work

              4.4._System_shutdown



  3._Saving_Space


        1._Analysis

        2._Design


              2.1._Shared_Libraries

              2.2._Stripped_Binaries

              2.3._Compressed_Root_Filesystem


        3._Construction


              3.1._Create_a_ramdisk

              3.2._Rebuild_the_BASH_shell

              3.3._Determine_which_libraries_are_required

              3.4._Copy_BASH_and_its_libraries_to_the_ramdisk

              3.5._Create_a_console_device

              3.6._Compress_the_ramdisk_image

              3.7._Copy_the_compressed_image_to_diskette


        4._Implementation


              4.1._System_startup

              4.2._Verify_results

              4.3._System_shutdown



  4._Some_Basic_Utilities


        1._Analysis

        2._Design


              2.1._Determining_Required_Commands

              2.2._Locating_Source_Code

              2.3._Leveraging_FHS

              2.4._Downloading_Source_Code


        3._Construction


              3.1._Create_a_staging_area

              3.2._Copy_contents_of_phase_2_rootdisk

              3.3._Install_binaries_from_GNU_coreutils

              3.4._Copy_additional_libraries

              3.5._Strip_binaries_and_libraries

              3.6._Create_a_compressed_root_disk_image

              3.7._Write_the_root_disk_image_to_floppy


        4._Implementation


              4.1._System_startup

              4.2._Testing_new_commands

              4.3._System_shutdown



  5._Checking_and_Mounting_Disks


        1._Analysis

        2._Design


              2.1._Determining_necessary_utilities.

              2.2._Finding_source_code

              2.3._Automating_fsck_and_mount

              2.4._File_dependencies


        3._Construction


              3.1._Install_utilities_from_e2fsprogs

              3.2._Install_utilities_from_util-linux

              3.3._Check_library_requirements

              3.4._Strip_binaries_to_save_space

              3.5._Create_additional_device_files

              3.6._Create_the_fstab_and_mtab_files

              3.7._Write_a_script_to_check_and_mount_local_filesystems

              3.8._Create_a_compressed_root_disk_image

              3.9._Write_the_root_disk_image_to_floppy


        4._Implementation


              4.1._System_startup

              4.2._Test_the_local_fs_script

              4.3._Create_and_mount_additional_filesystems

              4.4._System_shutdown



  6._Automating_Startup_&amp;_Shutdown


        1._Analysis

        2._Design


              2.1._Determining_necessary_utilities

              2.2._Obtaining_source_code

              2.3._Checking_dependencies

              2.4._Designing_a_simple_GRUB_configuration_file.

              2.5._Outlining_start-up_scripts


        3._Construction


              3.1._Create_a_GRUB_configuration_file

              3.2._Install_sysvinit_utilities

              3.3._Create_/etc/inittab_file

              3.4._Create_/etc/init.d/rc_script

              3.5._Modify_/etc/init.d/local_fs_script

              3.6._Create_a_hostname_script

              3.7._Create_halt_&amp;_reboot_scripts

              3.8._Create_rcN.d_directories_and_links

              3.9._Create_the_root_disk_image

              3.10._Copy_the_image_to_diskette


        4._Implementation


              4.1._System_Startup

              4.2._Verify_success_of_startup_scripts

              4.3._System_shutdown



  7._Enabling_Multiple_Users


        1._Analysis

        2._Design


              2.1._The_login_process

              2.2._Obtaining_source_code

              2.3._Creating_support_files

              2.4._Dependencies

              2.5._Assigning_ownership_and_permissions


        3._Construction


              3.1._Verify_presence_of_getty_and_login

              3.2._Modify_inittab_for_multi-user_mode

              3.3._Create_tty_devices

              3.4._Create_support_files_in_/etc

              3.5._Copy_required_libraries

              3.6._Set_directory_and_file_permissions

              3.7._Create_the_root_disk_image

              3.8._Copy_the_image_to_diskette


        4._Implementation


              4.1._System_Startup

              4.2._Add_a_new_user_to_the_system

              4.3._Test_the_new_user's_ability_to_use_the_system

              4.4._System_shutdown



  8._Filling_in_the_Gaps


        1._Analysis

        2._Design


              2.1._more

              2.2._More_device_files

              2.3._ps,_sed_&amp;_ed


        3._Construction


              3.1._Write_a_"more"_script

              3.2._Create_additional_device_files

              3.3._Install_ps

              3.4._Install_sed

              3.5._Install_ed

              3.6._Strip_binaries_to_save_space

              3.7._Ensure_proper_permissions

              3.8._Create_the_root_disk_image

              3.9._Copy_the_image_to_diskette


        4._Implementation


              4.1._System_startup

              4.2._Test_the_"more"_script

              4.3._Use_ps_to_show_running_processes

              4.4._Run_a_simple_sed_script

              4.5._Test_the_"ed"_editor

              4.6._System_shutdown



  9._Project_Wrap_Up


        1._Celebrating_Accomplishments

        2._Planning_Next_Steps


  A._Hosting_Applications


        1._Analysis

        2._Design


              2.1._Support_for_audio_hardware

              2.2._Creating_space_for_the_program

              2.3._Accessing_audio_files

              2.4._Other_required_files

              2.5._Summary_of_tasks


        3._Construction


              3.1._Create_an_enhanced_boot_disk

              3.2._Create_an_enhanced_root_disk

              3.3._Create_a_compressed_/usr_disk_for_mp3blaster

              3.4._Create_a_data_diskette_for_testing


        4._Implementation


              4.1._System_Startup

              4.2._Verify_that_the_/usr_diskette_loaded_properly

              4.3._Check_the_audio_device_initialization

              4.4._Test_audio_output

              4.5._Play_a_sample_file

              4.6._System_shutdown



  B._GNU_Free_Documentation_License


        1._PREAMBLE

        2._APPLICABILITY_AND_DEFINITIONS

        3._VERBATIM_COPYING

        4._COPYING_IN_QUANTITY

        5._MODIFICATIONS

        6._COMBINING_DOCUMENTS

        7._COLLECTIONS_OF_DOCUMENTS

        8._AGGREGATION_WITH_INDEPENDENT_WORKS

        9._TRANSLATION

        10._TERMINATION

        11._FUTURE_REVISIONS_OF_THIS_LICENSE

        12._ADDENDUM:_How_to_use_this_License_for_your_documents




Legal Information

Table of Contents


  1._Copyright_and_License

  2._Disclaimer


1. Copyright and License

This document, Pocket Linux Guide, is copyright (c) 2003 - 2005 by David
Horton. Permission is granted to copy, distribute and/or modify this document
under the terms of the GNU Free Documentation License, Version 1.2 or any later
version published by the Free Software Foundation; with no Invariant Sections,
with no Front-Cover Texts, and with no Back-Cover Texts. A copy of the license
is available at the end of this document.
Linux is a registered trademark of Linus Torvalds.

2. Disclaimer

This documentation is provided as-is with no warranty of any kind, either
expressed or implied, including, but not limited to, the implied warranties of
merchantability and fitness for a particular purpose. Use the concepts,
examples and information at your own risk. The author(s) do not take any
responsibility for damages that may arise from the use of this document.
All copyrights are held by their respective owners, unless specifically noted
otherwise. Use of a term in this document should not be regarded as affecting
the validity of any trademark or service mark. Naming of particular products or
brands should not be seen as endorsements.


Introduction

Table of Contents


  1._About_Pocket_Linux

  2._Prerequisite_Skills

  3._Project_Format

  4._Help_&amp;_Support

  5._Feedback


1. About Pocket Linux

The Pocket Linux Guide demonstrates how to build a small console-based GNU/
Linux system using only source code and a couple of diskettes. It is intended
for Linux users who would like to gain a deeper understanding about how their
system works beneath the shroud of distribution specific features and tools.

2. Prerequisite Skills

This guide is intended for intermediate to advanced Linux users. It is not
intentionally obscure, but certain assumptions about the readers skill level
are made. Success with this guide depends in part on being able to perform the
following tasks:

* Use basic shell commands
* Reference man and info pages
* Build a custom Linux kernel
* Compile source code using make and related tools


3. Project Format

The Pocket Linux Guide takes a hands-on approach to learning. The guide is
written with each chapter building a piece of an overall project. Chapters are
further broken into sections of Analysis, Design, Construction and
Implementation. This format is derived from Rapid Application Development (RAD)
methodology. Without going into detail about design methodologies, the sections
may be summed up as follows.

* The Analysis section gives a high-level overview of what is to be
  accomplished in each chapter. It will introduce the tasks that need to be
  completed and why they are important to the overall system.
* The Design section defines the source code packages, files and configuration
  necessary to address the requirements set forth in the Analysis section. Much
  of the theory of why certain system files exist and what their purpose is can
  be found here.
* The Construction section is where all the hands-on action takes place. This
  section goes into detail about building source code and configuring the
  system files.
* The Implementation section will test the proper operation of the project at
  the end of each chapter. Often there are a few shell commands to perform and
  samples of expected screen outputs are given.

Readers interested in learning more about RAD may want to consult a textbook
covering systems analysis and design or visit the following University of
California, Davis website on the subject: http://sysdev.ucdavis.edu/WEBADM/
document/rad-stages.htm.

4. Help &amp; Support

Readers are encouraged to visit the Pocket Linux Resource Site at http://
pocket-linux.sourceforge.net/. The resource site is home to:

* Information about the Pocket Linux mailing list.
* A web-based troubleshooting forum where readers can ask questions and give
  tips to others.
* A collection of diskette images for various chapters.
* Additional projects that may be of interest to Pocket Linux Guide readers.


5. Feedback

For technical questions about Pocket Linux please use the mailing list or the
troubleshooting forum on the resource_site. General comments and suggestions
may be sent to the mailing list or emailed to the author directly.


Chapter 1. Project Initiation

Table of Contents


  1._A_Brief_History_of_GNU/Linux

  2._The_Goal_of_Pocket_Linux

  3._Working_Within_The_Constraints


1. A Brief History of GNU/Linux

In the early 90's GNU/Linux systems consisted of little more than a beta-
quality Linux kernel and a small collection of software ported from the GNU
project. It was a true hacker's operating system. There were no CD-ROM's or GUI
installation tools; everything had to be compiled and configured by the end
user. Being a Linux Expert meant knowing your system inside and out.
Toward the middle of the decade several GNU/Linux distributions began
appearing. One of the first was Slackware in 1993 and since then there have
been many others. Even though there are many "flavors" of Linux today, the main
purpose of the distribution remains the same. The distribution automates many
of the tasks involved in GNU/Linux installation and configuration taking the
burden off of the system administrator. Being a Linux Expert now means knowing
which button to click in the GUI administration tool.
Recently there has been a yearn for a return to the "good old days" of Linux
when men were men, sysadmins were hardcore geeks and everything was compiled
from source code. A notable indication of this movement was the publication of
the Linux-From-Scratch-HOWTO version 1.0 by Gerard Beekmans in 1999. Being a
Linux Expert once again means knowing how to do it yourself.
For more historical information, see Ragib Hasan's "History of Linux" at http:/
/netfiles.uiuc.edu/rhasan/linux

2. The Goal of Pocket Linux

The purpose of Pocket Linux is to support and encourage people who wish to
explore Linux by building a GNU/Linux system from nothing but source code.
Pocket Linux is not intended to be a full featured system, but rather to give
the reader a taste of what is involved in building an operating system from
source code. After completing the Pocket Linux system the reader should have
enough knowledge to confidently build almost any project using only source
code. Given this direction we can put a few constraints on the project.

* The main focus should be learning. The project should not just describe how
  to do something, it should also describe why it should be done.
* The required time commitment should be minimal and manageable.
* The project should not require any investment in additional hardware or
  reconfiguration of existing hardware to set up a lab environment.
* Readers should not need to know any programming languages in order to
  complete the project.
* To remain true to the spirit of GNU/Linux, all software used in the project
  should be covered under the GNU/GPL or another, similarly liberal, open-
  source license.


3. Working Within The Constraints

The Pocket Linux project gets its name from the fact that the bulk of the
project fits onto two diskettes making it possible to carry the entire, working
system around in one's pocket. This has the advantage of not requiring any
additional hardware since any PC can be booted from the diskettes without
disrupting any OS that exists on the hard drive. Using diskettes also partially
addresses the aspect of time commitment, because the project size and
complexity is necessarily limited by the 1.44 Megabyte size of the installation
media.
To further reduce the time commitment, the Pocket Linux project is divided into
several phases, each one chapter in length. Each phase builds only a small
piece of the overall project, but at the same time the conclusion of each
chapter results in a self-contained, working system. This step-by-step approach
should allow readers to pace themselves and not feel the need to rush to see
results.
Chapters are further subdivided into four sections. The first two sections,
analysis and design, focus on the theory of what is to be accomplished in each
phase and why. The last two sections, construction and implementation, detail
the steps needed to do the actual building. Advanced readers, who may be
familiar with the theories laid out in a particular chapter are encouraged to
gloss over the analysis and design sections in the interest of time. The
separation of theory from hands-on exercises should allow readers of all skill
levels to complete the project without feeling either completely lost or mired
in too much detail.
Finally, the Pocket Linux project will strive to use GNU/GPL software when
possible and other open-source licensed software when there is no GNU/GPL
alternative. Also, Pocket Linux will never require any programming more complex
than a BASH shell script.


Chapter 2. A Simple Prototype

Table of Contents


  1._Analysis

  2._Design


        2.1._Simplification

        2.2._Boot_Disk

        2.3._Root_Disk

        2.4._CPU_Compatibility


  3._Construction


        3.1._Prepare_the_boot_disk_media

        3.2._Build_the_GRUB_bootloader

        3.3._Copy_the_bootloader_files_to_diskette

        3.4._Finish_bootloader_installation

        3.5._Build_the_Linux_kernel

        3.6._Copy_the_kernel_to_diskette

        3.7._Unmount_the_boot_disk

        3.8._Prepare_the_root_disk_media

        3.9._Build_BASH

        3.10._Copy_BASH_to_the_root_disk

        3.11._Create_device_files_that_BASH_needs

        3.12._Unmount_the_root_disk


  4._Implementation


        4.1._System_startup

        4.2._Testing_what_works

        4.3._Noting_what_does_not_work

        4.4._System_shutdown



1. Analysis

Since this is the first phase of the project it will be kept very simple. The
goal here is not to create the ultimate GNU/Linux system on the first try.
Instead, we will be building a very minimal, working system to be used as a
building block in subsequent phases of the project. Keeping this in mind, we
can list a few goals for phase one.

* Keep it simple to avoid stressing out.
* Build something that works for instant gratification.
* Make something that it is useful in later phases of the project.


2. Design


2.1. Simplification

Take a moment to skim through the Bootdisk-HOWTO or the From-PowerUp-to-BASH-
Prompt-HOWTO. These HOWTO documents can be found online at http://www.tldp.org/
docs.html#howto. Both documents offer an excellent view of what it takes to get
a GNU/Linux system up and running. There is also a lot of information to
digest. Remember that one of our goals is, "keep it simple to avoid stressing
out," so we want to ignore everything but the absolutely critical pieces of a
boot / root diskset.
Basically it boils down to the following required items:

* A boot loader
* The Linux kernel
* A shell
* Some /dev files

We don't even need an init daemon. The kernel can be told to run the shell
directly by passing it an option through the boot loader.
For easy construction we will build a two-disk boot / root set rather than
trying to get everything onto a single diskette. The boot loader and kernel
will go on the boot disk and the shell will reside on the root disk.

2.2. Boot Disk

For the boot disk we simply need to install the GRUB bootloader and a Linux
kernel. We will need to use a kernel that does not require modules for the
hardware we need to access. Mainly, it should have compiled-in support for the
floppy drive, ram disk, second extended filesystem, proc filesystem, ELF
binaries, and a text-based console. If such a kernel is not available, it will
need to be built from source code. Kwan Lowe's Kernel_Rebuild_Guide is a good
reference for this task, however we can ignore the sections that deal with
modules and the initial ramdisk.

2.3. Root Disk

For the root disk we will need a floppy that has been prepared with a
filesystem. We will also need a BASH shell that is statically-linked so we can
avoid the additional complexities of shared libraries. The configure program in
the BASH source code recognizes the --enable-static-link option for this
feature. We will also be using the --enable-minimal-config option to keep the
BASH binary down to a manageable size. Additional requirements for the root
disk are a /dev directory and a device file for the console. The console device
is required for BASH to be able to communicate with the keyboard and video
display.

2.4. CPU Compatibility

There is one other, less obvious requirement to keep in mind and that is CPU
compatibility. Each generation of CPU features a more complex architecture than
its predecessor. Late generation chips have additional registers and
instructions when compared to an older 486 or 386. So a kernel optimized for a
new, fast 6x86 machine will not run on an older box. (See the README file in
the Linux kernel source code for details.) A BASH shell built for a 6x86 will
probably not run on an older processor either. To avoid this problem, we can
choose the 386 as a lowest common denominator CPU and build all the code for
that architecture.

3. Construction

In this section, we will be building the actual boot disk and root disk
floppies. Lines preceded by bash# indicate a shell command and lines starting
with grub> indicate a command typed within the grub shell.

3.1. Prepare the boot disk media

Insert a blank diskette labeled "boot disk".

Note

It may be necessary to erase the "blank" diskette if it comes factory pre-
formatted for another, non-Linux operating system. This can be done using the
command dd if=/dev/zero of=/dev/fd0 bs=1k count=1440

  bash# mke2fs -m0 /dev/fd0
  bash# mount /dev/fd0 /mnt


3.2. Build the GRUB bootloader

Get the GRUB source code from ftp://alpha.gnu.org/gnu/grub/ and unpack it into
the /usr/src directory.
Configure and build the GRUB source code for an i386 processor by using the
following commands:

  bash# cd /usr/src/grub-0.95
  bash# export CC="gcc -mcpu=i386"
  bash# ./configure --host=i386-pc-linux-gnu --without-curses
  bash# make


3.3. Copy the bootloader files to diskette

Normally, after compiling source code, one would use the command make install
to copy the finished files to their proper destinations in the filesystem.
However, using make install does not work well with small media like the floppy
disks we are using. The problem is that there are many files in a package
besides the actual binaries that get the job done. For example, there are often
man or info pages that provide documentation. These extra files can take up
more space than we can spare on the diskette. We can work around this
limitation by copying essential files manually rather than using make install.
For GRUB to boot we will need to copy the stage1 and stage2 bootloader files to
the /boot/grub directory on the boot floppy.

  bash# mkdir -p /mnt/boot/grub
  bash# cp /usr/src/grub-0.95/stage1/stage1 /mnt/boot/grub
  bash# cp /usr/src/grub-0.95/stage2/stage2 /mnt/boot/grub


3.4. Finish bootloader installation

Once the bootloader's files are copied to the boot disk we can enter the grub
shell to finish the installation.

  bash# /usr/src/grub-0.95/grub/grub
  grub> root (fd0)
  grub> setup (fd0)
  grub> quit


3.5. Build the Linux kernel

The steps for building the kernel were tested using Linux kernel version 2.4.26
and should work any 2.4.x or 2.6.x kernel. The latest version of the kernel
source code may be downloaded from http://www.kernel.org/ or one of its
mirrors.

Note

The instructions below are very brief and are intended for someone who has
previous experience building custom kernels. A more detailed explanation of the
kernel building process can be found in the Kernel_Rebuild_Guide by Kwan Lowe.

  bash# cd /usr/src/linux
  bash# make menuconfig

Be sure to configure support for the following:

* 386 processor
* Console on virtual terminal (2.4.x kernels only)
* ELF binaries
* Floppy disk
* proc filesystem
* RAM disk with a default size of 4096K
* Second extended (ext2) filesystem
* VGA console


  bash# make dep
  bash# make clean
  bash# make bzImage


3.6. Copy the kernel to diskette


  bash# cp /usr/src/linux/arch/i386/boot/bzImage /mnt/boot/vmlinuz


3.7. Unmount the boot disk


  bash# cd /
  bash# umount /mnt


3.8. Prepare the root disk media

Insert a blank diskette labeled "root disk".

  bash# mke2fs -m0 /dev/fd0
  bash# mount /dev/fd0 /mnt


3.9. Build BASH

Get the bash-3.0 source code package from ftp://ftp.gnu.org/gnu/bash/ and untar
it into the /usr/src directory.
Build BASH for an i386 CPU with the following commands:

  bash# cd /usr/src/bash-3.0
  bash# export CC="gcc -mcpu=i386"
  bash# ./configure --enable-static-link \
    --enable-minimal-config --host=i386-pc-linux-gnu
  bash# make
  bash# strip bash


3.10. Copy BASH to the root disk


  bash# mkdir /mnt/bin
  bash# cp bash /mnt/bin/bash
  bash# ln -s bash /mnt/bin/sh


3.11. Create device files that BASH needs


  bash# mkdir /mnt/dev
  bash# mknod /mnt/dev/console c 5 1


3.12. Unmount the root disk


  bash# cd /
  bash# umount /mnt


4. Implementation


4.1. System startup

Follow these steps to boot the system:

* Restart the PC with the boot disk in the floppy drive.
* When the grub> prompt appears, type kernel (fd0)/boot/vmlinuz init=/bin/sh
  root=/dev/fd0 load_ramdisk=1 prompt_ramdisk=1 and press Enter.
* After the kernel loads, type boot and press Enter.
* Insert the root disk when prompted.

If all goes well the screen should look something like the example shown below.

  GNU GRUB version 0.95

  grub> kernel (fd0)/boot/vmlinuz init=/bin/sh root=/dev/fd0 load_ramdisk=1
  prompt_ramdisk=1
     [Linux-bzImage, setup=0xc00, size=0xce29b]

  grub> boot

  Linux version 2.4.26
  ..
  .. [various kernel messages]
  ..
  VFS: Insert root floppy disk to be loaded into RAM disk and press ENTER
  RAMDISK: ext2 filesystem found at block 0
  RAMDISK: Loading 1440 blocks [1 disk] into ram disk... done.
  VFS: Mounted root (ext2 filesystem) readonly.
  Freeing unused kernel memory: 178k freed
  # _


4.2. Testing what works

Try out a few of BASH's built-in commands to see if things are working
properly.

  bash# echo "Hello World"
  bash# cd /
  bash# pwd
  bash# echo *


4.3. Noting what does not work

Try out a few other familiar commands.

  bash# ls /var
  bash# mkdir /var/tmp

Notice that only commands internal to BASH actually work and that external
commands like ls and mkdir do not work at all. This shortcoming is something
that can be addressed in a future phase of the project. For now we should just
enjoy the fact that our prototype boot / root diskset works and that it was not
all that hard to build.

4.4. System shutdown

Remove the diskette from fd0 and restart the system using CTRL-ALT-DELETE.


Chapter 3. Saving Space

Table of Contents


  1._Analysis

  2._Design


        2.1._Shared_Libraries

        2.2._Stripped_Binaries

        2.3._Compressed_Root_Filesystem


  3._Construction


        3.1._Create_a_ramdisk

        3.2._Rebuild_the_BASH_shell

        3.3._Determine_which_libraries_are_required

        3.4._Copy_BASH_and_its_libraries_to_the_ramdisk

        3.5._Create_a_console_device

        3.6._Compress_the_ramdisk_image

        3.7._Copy_the_compressed_image_to_diskette


  4._Implementation


        4.1._System_startup

        4.2._Verify_results

        4.3._System_shutdown



1. Analysis

One of the drawbacks in the prototype phase of the project was that the diskset
was not all that useful. The only commands that worked were the ones built into
the BASH shell. We could improve our root disk by installing commands like cat,
ls, mv, rm and so on. Unfortunately, we are short on space. The current root
disk has no shared libraries so each utility would have to be statically-linked
just like the BASH shell. A lot of big binaries together with a static shell
will rapidly exceed the tiny 1.44M of available disk space. So our main goal in
this phase should be to maximize space savings on the root disk and pave the
way for expanded functionality in the next phase.

2. Design

Take another look at the Bootdisk-HOWTO and notice how many utilities can be
squeezed onto a 1.44M floppy. There are three things that make this possible.
One is the use of shared libraries. The second is stripped binaries. And the
third is the use of a compressed filesystem. We can use all of these techniques
to save space on our root disk.

2.1. Shared Libraries

First, in order to use shared libraries we will need to rebuild the BASH shell.
This time we will configure it without using the --enable-static-link option.
Once BASH is rebuilt we need to figure out which libraries it is linked with
and be sure to include them on the root disk. The ldd command makes this job
easy. By typing ldd bash on the command-line we can see a list of all the
shared libraries that BASH uses. As long as all these libraries are copied to
the root disk, the new BASH build should work fine.

2.2. Stripped Binaries

Next, we should strip any binaries that get copied to the root disk. The
manpage for strip does not give much description of what it does other than to
say, "strip discards all symbols from the object files." It seems like removing
pieces of a binary would render it useless, but this is not the case. The
reason it works is because a large number of these discarded symbols are used
for debugging. While debugging symbols are very helpful to programmers working
to improve the code, they do not do much for the average end-user other than
take up more disk space. And since space is at a premium, we should definitely
remove as many symbols as possible from BASH and any other binaries before we
copy over them to the ramdisk.
The process of stripping files to save space also works with shared library
files. But when stripping libraries it is important to use the --strip-unneeded
option so as not to break them. Using --strip-unneeded shrinks the file size,
but leaves the symbols needed for relocation intact which is something that
shared libraries need to function properly.

2.3. Compressed Root Filesystem

Finally, we can tackle the problem of how to build a compressed root
filesystem. The Bootdisk-HOWTO suggests three ways of constructing a compressed
root filesystem using either a ramdisk, a spare hard drive partition or a
loopback device. This project will concentrate on using the ramdisk approach.
It seems logical that if the root filesystem is going to be run from a ramdisk,
it may as well be built on a ramdisk. All we have to do is create a second
extended filesystem on a ramdisk device, mount it and copy files to it. Once
the filesystem is populated with all the files that the root disk needs, we
simply unmount it, compress it and write it out to floppy.

Note

For this to work, we need to make sure the system used for building has ramdisk
support. If ramdisk is not available it is also possible to use a loopback
device. See the Bootdisk-HOWTO for more information on using loopback devices.

3. Construction

This section is written using ramdisk seven (/dev/ram7) to build the root
image. There is nothing particularly special about ramdisk seven and it is
possible to use any of the other available ramdisks provided they are not
already in use.

3.1. Create a ramdisk


  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7 4096
  bash# mount /dev/ram7 /mnt


3.2. Rebuild the BASH shell


  bash# cd /usr/src/bash-3.0
  bash# make distclean
  bash# export CC="gcc -mcpu=i386"
  bash# ./configure --enable-minimal-config --host=i386-pc-linux-gnu
  bash# make
  bash# strip bash


3.3. Determine which libraries are required


  bash# ldd bash

View the output from the ldd command. It should look similar to the example
below.

  bash# ldd bash
    libdl.so.2 => /lib/libdl.so.2 (0x4001d000)
    libc.so.6 => /lib/libc.so.6 (0x40020000)
    /lib/ld-linux.so.2 => /lib/ld-linux.so.2 (0x40000000)


Note

Some systems may have a slightly different library set up. For example, you may
see libc.so.6 => /lib/tls/libc.so.6 rather than libc.so.6 => /lib/libc.so.6 as
shown in the example. If your ldd output does not match the example then use
the path given by your ldd command when completing the next step.

3.4. Copy BASH and its libraries to the ramdisk


  bash# mkdir /mnt/bin
  bash# cp bash /mnt/bin
  bash# ln -s bash /mnt/bin/sh
  bash# mkdir /mnt/lib
  bash# strip --strip-unneeded -o /mnt/lib/libdl.so.2 /lib/libdl.so.2
  bash# strip --strip-unneeded -o /mnt/lib/libc.so.6 /lib/libc.so.6
  bash# strip --strip-unneeded -o /mnt/lib/ld-linux.so.2 /lib/ld-linux.so.2
  bash# chmod +x /mnt/lib/ld-linux.so.2


Note

Using strip -o might seem an odd way to copy library files from the development
system to the ramdisk. What it does is strip the symbols while the file is in
transit from the source location to the destination. This has the effect of
stripping symbols from the library on the ramdisk without altering the
libraries on the development system. Unfortunately file permissions are lost
when copying libraries this way which is why the chmod +x command is then used
to set the execute flag for the rootdisk's dynamic loader.

3.5. Create a console device


  bash# mkdir /mnt/dev
  bash# mknod /mnt/dev/console c 5 1


3.6. Compress the ramdisk image


  bash# cd /
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/phase2-image bs=1k count=4096
  bash# gzip -9 ~/phase2-image


3.7. Copy the compressed image to diskette

Insert the floppy labeled "root disk" into drive fd0.

  bash# dd if=~/phase2-image.gz of=/dev/fd0 bs=1k


4. Implementation

Successful implementation of this phase is probably the most difficult part of
the Pocket Linux Guide. If you need help getting things to work please visit
the Pocket_Linux_Guide_Resource_Site to browse the troubleshooting forum and
subscribe to the mailing list.

4.1. System startup

Follow these steps to boot:

* Restart the PC using the boot disk from the previous chapter.
* At the grub> prompt, type kernel (fd0)/boot/vmlinuz init=/bin/sh root=/dev/
  fd0 load_ramdisk=1 prompt_ramdisk=1 and press Enter.
* Type boot at the grub> prompt and press Enter.
* Insert the new, compressed root disk when prompted.

The screen output should be similar to the following example:

  GNU GRUB version 0.95

  grub> kernel (fd0)/boot/vmlinuz init=/bin/sh root=/dev/fd0 load_ramdisk=1
  prompt_ramdisk=1
     [Linux-bzImage, setup=0xc00, size=0xce29b]

  grub> boot

  Linux version 2.4.26
  ..
  .. [various kernel messages]
  ..
  VFS: Insert root floppy disk to be loaded into RAM disk and press ENTER
  RAMDISK: Compressed image found at block 0
  VFS: Mounted root (ext2 filesystem) readonly.
  Freeing unused kernel memory: 178k freed
  # _


4.2. Verify results

If the implementation was successful, this new root disk should behave exactly
like the root disk from the previous chapter. The key difference is that this
compressed root disk has much more room to grow and we will put this extra
space to good use in the next phase of the project.

4.3. System shutdown

Remove the diskette from fd0 and restart the system using CTRL-ALT-DELETE.


Chapter 4. Some Basic Utilities

Table of Contents


  1._Analysis

  2._Design


        2.1._Determining_Required_Commands

        2.2._Locating_Source_Code

        2.3._Leveraging_FHS

        2.4._Downloading_Source_Code


  3._Construction


        3.1._Create_a_staging_area

        3.2._Copy_contents_of_phase_2_rootdisk

        3.3._Install_binaries_from_GNU_coreutils

        3.4._Copy_additional_libraries

        3.5._Strip_binaries_and_libraries

        3.6._Create_a_compressed_root_disk_image

        3.7._Write_the_root_disk_image_to_floppy


  4._Implementation


        4.1._System_startup

        4.2._Testing_new_commands

        4.3._System_shutdown



1. Analysis

In the previous chapter it might seem like we did not accomplish very much. A
lot of energy was expended redesigning the root disk, but the functionality is
basically the same as in the initial prototype phase. The root disk still does
not do very much. But we did make significant improvements when it comes to
space savings. In this chapter we will put that extra space to good use and
start cramming the root disk with as many utilities as it can hold.
The first two root disks we built only had shell built-in commands like echo
and pwd. This time it would be nice to have some of the commonly used external
commands like cat, ls, mkdir, rm and such on the root disk. Keeping this in
mind we can define the goals for this phase as follows:

* Retain all of the functionality from the previous root disk.
* Add some of the commonly used external commands.


2. Design


2.1. Determining Required Commands

The first question that might come to mind is, "How do we know which commands
are needed?" It is possible to just start with cat and ls then install other
commands as we discover a need for them. But this is terribly inefficient. We
need a plan or a blueprint to work from. For this we can turn to the Filesystem
Hierarchy Standard (FHS) available from http://www.pathname.com/fhs/. The FHS
dictates which commands should be present on a Linux system and where they
should be placed in the directory structure.

2.2. Locating Source Code

The next logical question is, "Now that we know what we need, where do we get
the source code?" One way to find the answer to this question is to check the
manpages. We can either search the manpages included with one of the popular
GNU/Linux distributions or use one of the manpage search engines listed at
http://www.tldp.org/docs.html#man. One thing that should tip us off as to where
to find the source code for a particular command is the email address listed
for reporting bugs. For example the cat manpage lists bug-textutils@gnu.org.
From this email address we can deduce that cat is part of the textutils package
from GNU.

2.3. Leveraging FHS

So let's look at the FHS requirements for the /bin directory. The first few
commands in the list are cat, chgrp, chmod, chown and cp. We already know that
cat is part of GNU's textutils. Using the next few commands as keywords in a
manpage search we discover that we need GNU's fileutils package for chmod,
chgrp, chown and cp. In fact quite a few of the commands in /bin come from
GNU's fileutils. The date command also comes from a GNU package called sh-
utils. So a good way to tackle the problem of finding source code might be to
group the commands together by package as shown below.

* The BASH shell -- echo, false, pwd, sh, true
* GNU textutils -- cat
* GNU fileutils -- chgrp, chmod, chown, cp, dd, df, ln, ls, mkdir, mknod, mv,
  rm, rmdir, sync
* GNU sh-utils -- date, hostname, stty, su, uname

These four packages do not contain all of the commands in the /bin directory,
but they do represent of over 70% of them. That should be enough to accomplish
our goal of adding some of the commonly used external commands. We can worry
about the other commands in later phases of the project.

2.4. Downloading Source Code

To fetch the source code we simply need to connect to GNU's_FTP_site and
navigate to the appropriate package directory.
When we get to the directory for textutils there are several versions
available. There is also a note informing us that the package has been renamed
to coreutils. The same message about coreutils appears in the fileutils and sh-
utils directories as well. So instead of downloading three separate packages we
can get everything in one convenient bundle in the coreutils directory.

3. Construction

Rather than copying files directly to the ramdisk, we can make things easier by
setting up a staging area. The staging area will give us room to work without
worrying about the space constraints of the ramdisk. It will also provide a way
to save our work and make it easier to enhance the rootdisk in later phases of
the project.
The staging procedure will work like this:

  1. Create a directory structure as defined in the FHS.
  2. Copy in the files from phase 2's root disk.
  3. Build the new package from source code.
  4. Install files into the correct FHS directories.
  5. Strip the binaries to save space.
  6. Check library dependencies.
  7. Copy to the whole directory structure to the ramdisk.
  8. Compress the ramdisk and write it out to floppy.


3.1. Create a staging area


  bash# mkdir ~/staging
  bash# cd ~/staging
  bash# mkdir bin boot dev etc home lib mnt opt proc root sbin tmp usr var
  bash# mkdir var/log var/run


3.2. Copy contents of phase 2 rootdisk


  bash# dd if=~/phase2-image.gz | gunzip -c > /dev/ram7
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR /mnt/* ~/staging
  bash# umount /dev/ram7
  bash# rmdir ~/staging/lost+found


3.3. Install binaries from GNU coreutils

Download a recent version of coreutils from ftp://ftp.gnu.org/gnu/coreutils/

  bash# cd /usr/src/coreutils-5.2.1
  bash# export CC="gcc -mcpu=i386"
  bash# ./configure --host=i386-pc-linux-gnu
  bash# make
  bash# cd src
  bash# cp cat chgrp chmod chown cp date dd df ~/staging/bin
  bash# cp hostname ln ls mkdir mkfifo mknod ~/staging/bin
  bash# cp mv rm rmdir stty su sync uname ~/staging/bin


3.4. Copy additional libraries

Check library requirements by using ldd on some of the new binaries.

  bash# ldd ~/staging/bin/cat
  bash# ldd ~/staging/bin/ls
  bash# ldd ~/staging/bin/su
  bash# ls ~/staging/lib

Note the differences in the required libraries, as shown by the ldd command,
and the libraries present in the staging area, as shown by the ls command, then
copy any missing libraries to the staging area.

  bash# cp /lib/librt.so.1 ~/staging/lib
  bash# cp /lib/libpthread.so.0 ~/staging/lib
  bash# cp /lib/libcrypt.so.1 ~/staging/lib


3.5. Strip binaries and libraries


  bash# strip ~/staging/bin/*
  bash# strip --strip-unneeded ~/staging/lib/*


3.6. Create a compressed root disk image


  bash# cd /
  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7 4096
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR ~/staging/* /mnt
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/phase3-image bs=1k count=4096
  bash# gzip -9 ~/phase3-image


Note

The process for creating the compressed root disk image will change very little
throughout the remaining chapters. Writing a small script to handle this
function can be a great time saver.

3.7. Write the root disk image to floppy

Insert the diskette labeled "root disk" into drive fd0.

  bash# dd if=~/phase3-image.gz of=/dev/fd0 bs=1k


4. Implementation

We will need to have a read-write filesystem in order for some of the commands
to work. The kernel's normal behavior is to mount root as read-only, but we can
change this using a kernel option. By passing the kernel the rw option before
init=/bin/sh we will get a read-write root filesystem.

4.1. System startup

Follow these steps to get the system running.

* Boot the PC from using the GRUB boot disk.
* At the grub> prompt, type kernel (fd0)/boot/vmlinuz rw init=/bin/sh root=/
  dev/fd0 load_ramdisk=1 prompt_ramdisk=1.
* Verify that you remembered to add the rw parameter and press Enter.
* Type boot and press Enter.
* Insert the recently created root disk when prompted.

The terminal display should look similar to the example below.

  GNU GRUB version 0.95

  grub> kernel (fd0)/boot/vmlinuz rw init=/bin/sh root=/dev/fd0 load_ramdisk=1
  prompt_ramdisk=1
     [Linux-bzImage, setup=0xc00, size=0xce29b]

  grub> boot

  Linux version 2.4.26
  ..
  .. [various kernel messages]
  ..
  VFS: Insert root floppy disk to be loaded into RAM disk and press ENTER
  RAMDISK: Compressed image found at block 0
  VFS: Mounted root (ext2 filesystem) read-write.
  Freeing unused kernel memory: 178k freed
  # _


4.2. Testing new commands

Now that the system is up and running, try using some of the new commands.

  bash# uname -a
  bash# ls /etc
  bash# echo "PocketLinux" > /etc/hostname
  bash# hostname $(cat /etc/hostname)
  bash# uname -n
  bash# mkdir /home/stuff
  bash# cd /home/stuff

If everything goes well the commands like cat, ls and hostname should work now.
Even mkdir should work since the root filesystem is mounted read-write. Of
course since we are using a ramdisk, any changes will be lost once the PC is
reset.

4.3. System shutdown

Remove the diskette from fd0 and restart the system using CTRL-ALT-DELETE.


Chapter 5. Checking and Mounting Disks

Table of Contents


  1._Analysis

  2._Design


        2.1._Determining_necessary_utilities.

        2.2._Finding_source_code

        2.3._Automating_fsck_and_mount

        2.4._File_dependencies


  3._Construction


        3.1._Install_utilities_from_e2fsprogs

        3.2._Install_utilities_from_util-linux

        3.3._Check_library_requirements

        3.4._Strip_binaries_to_save_space

        3.5._Create_additional_device_files

        3.6._Create_the_fstab_and_mtab_files

        3.7._Write_a_script_to_check_and_mount_local_filesystems

        3.8._Create_a_compressed_root_disk_image

        3.9._Write_the_root_disk_image_to_floppy


  4._Implementation


        4.1._System_startup

        4.2._Test_the_local_fs_script

        4.3._Create_and_mount_additional_filesystems

        4.4._System_shutdown



1. Analysis

In the previous chapter we added many new commands by installing coreutils and
as a result the root disk has a lot more functionality. But there are still a
few things lacking. One thing that really stands out is that there was no way
to mount disks. In order to get a read-write root filesystem we had to resort
to passing the rw kernel parameter at the grub> prompt. This is fine for an
emergency situation, but a normal system boot process should do things
differently.
Most GNU/Linux distributions take several steps to mount filesystems. Watching
the boot process or digging into the startup scripts on one of the popular
Linux distributions reveals the following sequence of events:

  1. The kernel automatically mounts the root filesystem as read-only.
  2. All local filesystems are checked for errors.
  3. If filesystems are clean, root is remounted as read-write.
  4. The rest of the local filesystems are mounted.
  5. Network filesystems are mounted.

So far our Pocket Linux system can do step one and that is it. If we want to
have a professional looking boot / root diskset we will have to do better than
one out of five. In this phase of the project we will work on steps two and
three. Steps four and five can wait. Since this is a diskette-based system,
there really are no other filesystems to mount besides root.
Taking into account all of the above information, the goals for this phase are
defined as follows:

* A way to check filesystem integrity.
* The ability to mount filesystems.
* A script to automate checking and mounting of local filesystems.


2. Design


2.1. Determining necessary utilities.

We can use the Filesystem Hierarchy Standard (FHS) document to help find the
names of utilities we need and where they reside in the directory structure.
The FHS /sbin directory lists fsck and something called fsck.* for checking
filesystems. Since we are using a Second Extended (ext2) filesystem the fsck.*
becomes fsck.ext2 for our purposes. Mounting filesystems is done using the
commands mount and umount in the /bin directory. However, the name of a script
to automatically mount local filesystems cannot be found. On most systems this
type of script is in the /etc directory, but while FHS does list requirements
for /etc, it does not currently make recommendations for startup scripts.
Several GNU/Linux distributions use /etc/init.d as the place to hold startup
scripts so we will put our filesystem mounting script there.

2.2. Finding source code

In the previous chapter we used manpages to help us find source code. In this
chapter we will use a tool called the Linux Software Map (LSM). LSM is a
database of GNU/Linux software that tracks such things as package name, author,
names of binaries that make up the package and download sites. Using an LSM
search engine we can locate packages using command names as keywords.
If we search Ibiblio's Linux Software Map (LSM) at http://www.ibiblio.org/pub/
Linux/ for the keyword "fsck" we get a large number of matches. Since we are
using a Second Extended filesystem, called ext2 for short, we can refine the
search using "ext2" as a keyword. Supplying both keywords to the LSM search
engine comes up with a package called e2fsprogs. Looking at the LSM entry for
e2fsprogs we find out that this package contains the utilities e2fsck, mke2fs,
dumpe2fs, fsck and more. We also find out that the LSM entry for e2fsprogs has
not been updated for a while. There is almost certainly a newer version out
there somewhere. Another good Internet resource for source code is SourceForge
at http://sourceforge.net/. Using the keyword "e2fsprogs" in the SourceForge
search engine results in a much newer version of e2fsprogs.
Finding fsck was quite an adventure, but now we can move on to finding mount
and umount. A search on LSM comes up with a number of matches, but most of them
point to various versions of a package called util-linux. All we have to do is
scroll through and pick the most recent release. The LSM entry for util-linux
lists a lot of utilities besides just mount and umount. We should definitely
scan through the list to see if any of the other util-linux commands show up in
the FHS requirements for /bin and /sbin.
Below is a list of packages we have gathered so far and the utilities that
match up with FHS.

* e2fsprogs -- fsck, fsck.ext2 (e2fsck), mkfs.ext2 (mke2fs)
* util-linux -- dmesg, getty (agetty), kill, login, mount, swapon, umount


2.3. Automating fsck and mount

Now that we have fsck and mount commands we need to come up with a shell script
to automate checking and mounting the local filesystems. An easy way to do this
would be to write a short, two line script that calls fsck and then mount. But,
what if the filesystems are not clean? The system should definitely not try to
mount a corrupted filesystem. Therefore we need to devise a way of determining
the status of the filesystems before mounting them. The manpage for fsck gives
some insight into how this can be accomplished using return codes. Basically,
if fsck returns a code of zero or one it means the filesystem is okay and a
return code of two or greater means some kind of manual intervention is needed.
A simple if-then statement could evaluate the fsck return code to determine
whether or not the filesystem should be mounted. For help on writing shell
scripts we can turn to the BASH(1) manpage and the Advanced-BASH-Scripting-
Guide. Both references are freely available from the Linux Documentation
Project web site at http://www.tldp.org/.

2.4. File dependencies

The last thing to do is to figure out if any other files besides the binaries
are needed. We learned about using ldd to check for library dependencies in the
last phase of the project and we will use it to check the utilities in this
phase too. There are also some other files that fsck and mount will need and
the fsck(8) and mount(8) manpages give some insight into what those files are.
There is /etc/fstab that lists devices and their mount points, /etc/mtab that
keeps track of what is mounted, and a number of /dev files that represent the
various disks. We will need to include all of these to have everything work
right.

2.4.1. /etc/fstab

The /etc/fstab file is just a simple text file that can be created with any
editor. We will need an entry for the root filesystem and for the proc
filesystem. Information about the format of this file can be found in the fstab
(5) manpage or by looking at the /etc/fstab file on any of the popular GNU/
Linux distributions.

2.4.2. /etc/mtab

The /etc/mtab file presents a unique challenge, because it does not contain
static information like fstab. The mtab file tracks mounted filesystems and
therefore its contents change from time to time. We are particularly interested
in the state of mtab when the system first starts up, before any filesystems
are mounted. At this point /etc/mtab should be empty so we will need to
configure a startup script to create an empty /etc/mtab before any filesystems
are mounted. But it is not possible to create any files in the /etc directory
because / is read-only at startup. This creates a paradox. We cannot create an
empty mtab, because the / filesystem is not mounted as writable and we should
not mount any filesystems until we have created an empty mtab. In order to
sidestep this problem we need to do the following:

  1. Remount / as read-write, but use the -n option so that mount does not
     attempt to write an entry to /etc/mtab which is read-only at this point.
  2. Create an empty /etc/mtab file now that the filesystem is writable.
  3. Remount / as read-write again, this time using the -f option so that an
     entry is written into /etc/mtab, but / is not actually mounted a second
     time.


2.4.3. Device files

The only thing left to do is to create device files. We will need /dev/ram0,
because that is where the root filesystem is located. We also need /dev/fd0 to
mount other floppy disks and /dev/null for use by some of the system commands.

3. Construction


3.1. Install utilities from e2fsprogs

Download the e2fsprogs source code package from http://sourceforge.net/
projects/e2fsprogs/

  bash# cd /usr/src/e2fsprogs-1.35
  bash# export CC="gcc -mcpu=i386"
  bash# ./configure --host=i386-pc-linux-gnu
  bash# make
  bash# cd e2fsck
  bash# cp e2fsck.shared ~/staging/sbin/e2fsck
  bash# ln -s e2fsck ~/staging/sbin/fsck.ext2
  bash# cd ../misc
  bash# cp fsck mke2fs ~/staging/sbin
  bash# ln -s mke2fs ~/staging/sbin/mkfs.ext2


3.2. Install utilities from util-linux

Get the latest util-linux source from ftp://ftp.win.tue.nl/pub/linux-local/
utils/util-linux/

  bash# cd /usr/src/util-linux-2.12h

Use a text editor to make the following changes to MCONFIG:

* Change "CPU=$(shell uname -m)" to "CPU=i386"
* Change "HAVE_SHADOW=yes" to "HAVE_SHADOW=no"


  bash# ./configure
  bash# make
  bash# cp disk-utils/mkfs ~/staging/sbin
  bash# cp fdisk/fdisk ~/staging/sbin
  bash# cp login-utils/agetty ~/staging/sbin
  bash# ln -s agetty ~/staging/sbin/getty
  bash# cp login-utils/login ~/staging/bin
  bash# cp misc-utils/kill ~/staging/bin
  bash# cp mount/mount ~/staging/bin
  bash# cp mount/umount ~/staging/bin
  bash# cp mount/swapon ~/staging/sbin
  bash# cp sys-utils/dmesg ~/staging/bin


3.3. Check library requirements


  bash# ldd ~/staging/bin/* | more
  bash# ldd ~/staging/sbin/* | more
  bash# ls ~/staging/lib

All of the dependencies revealed by the ldd command are for libraries already
present in the staging area so there is no need to copy anything new.

3.4. Strip binaries to save space


  bash# strip ~/staging/bin/*
  bash# strip ~/staging/sbin/*


3.5. Create additional device files


  bash# mknod ~/staging/dev/ram0 b 1 0
  bash# mknod ~/staging/dev/fd0 b 2 0
  bash# mknod ~/staging/dev/null c 1 3


3.6. Create the fstab and mtab files


  bash# cd ~/staging/etc

Use an editor like vi, emacs or pico to create the following file and save it
as ~/staging/etc/fstab.

  proc        /proc   proc   defaults   0   0
  /dev/ram0   /       ext2   defaults   1   1

Create an empty mtab file.

  bash# echo -n >mtab


3.7. Write a script to check and mount local filesystems

Use an editor to create the following shell script and save it as ~/staging/
etc/init.d/local_fs:

  #!/bin/sh
  #
  # local_fs - check and mount local filesystems
  #
  PATH=/sbin:/bin ; export PATH

  fsck -ATCp
  if [ $? -gt 1 ]; then
    echo "Filesystem errors still exist!  Manual intervention required."
    /bin/sh
  else
    echo "Remounting / as read-write."
    mount -n -o remount,rw /
    echo -n >/etc/mtab
    mount -f -o remount,rw /
    echo "Mounting local filesystems."
    mount -a -t nonfs,nosmbfs
  fi
  #
  # end of local_fs

Set execute permissions on the script.

  bash# chmod +x local_fs


3.8. Create a compressed root disk image


  bash# cd /
  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7 4096
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR ~/staging/* /mnt
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/phase4-image bs=1k count=4096
  bash# gzip -9 ~/phase4-image


3.9. Write the root disk image to floppy

Insert the diskette labeled "root disk" into drive fd0.

  bash# dd if=~/phase4-image.gz of=/dev/fd0 bs=1k


4. Implementation


4.1. System startup

Start the system using the following procedure:

* Boot the PC using the floppy labeled "boot disk".
* At the grub> prompt, type the usual kernel and boot commands, but without the
  rw parameter this time. In other words, type kernel (fd0)/boot/vmlinuz init=/
  bin/sh root=/dev/fd0 load_ramdisk=1 prompt_ramdisk=1, press Enter then type
  boot and press Enter.
* Put in the recently created root disk when prompted.

The output should resemble the example below:

  GNU GRUB version 0.95

  grub> kernel (fd0)/boot/vmlinuz init=/bin/sh root=/dev/fd0 load_ramdisk=1
  prompt_ramdisk=1
     [Linux-bzImage, setup=0xc00, size=0xce29b]

  grub> boot

  Linux version 2.4.26
  ..
  .. [various kernel messages]
  ..
  VFS: Insert root floppy disk to be loaded into RAM disk and press ENTER
  RAMDISK: Compressed image found at block 0
  VFS: Mounted root (ext2 filesystem) readonly.
  Freeing unused kernel memory: 178k freed
  # _


4.2. Test the local_fs script

Run the script by typing the following commands at the shell prompt:

  bash# PATH=/sbin:/bin:/etc/init.d ; export PATH
  bash# cat /etc/mtab
  bash# local_fs
  bash# cat /etc/mtab
  bash# df

If everything is working properly, then the screen output should look something
like the example below.

  bash# PATH=/sbin:/bin:/etc/init.d ; export PATH
  bash# cat /etc/mtab
  bash# local_fs
  /dev/ram0: clean 74/1024 files 3178/4096 blocks
  Remounting / as read-write.
  Mounting local filesystems.
  bash# cat /etc/mtab
  /dev/ram0 / ext2 rw 0 0
  proc /proc proc rw 0 0
  bash# df
  Filesystem      1k-blocks       Used Available Use% Mounted on
  /dev/ram0       3963            3045 918        77% /


4.3. Create and mount additional filesystems

Procure a blank floppy disk and label it as "home". Remove the root disk floppy
and insert the "home" diskette. Type the following commands:

  bash# mkfs -t ext2 /dev/fd0
  bash# fsck /dev/fd0
  bash# mount /dev/fd0 /home
  bash# mkdir /home/floyd
  bash# cd /home/floyd
  bash# echo "Goodbye cruel world." > goodbye.txt
  bash# cat goodbye.txt


4.4. System shutdown


  bash# cd /
  bash# umount /home

Remove the diskette from fd0 and restart the system using CTRL-ALT-DELETE.


Chapter 6. Automating Startup &amp; Shutdown

Table of Contents


  1._Analysis

  2._Design


        2.1._Determining_necessary_utilities

        2.2._Obtaining_source_code

        2.3._Checking_dependencies

        2.4._Designing_a_simple_GRUB_configuration_file.

        2.5._Outlining_start-up_scripts


  3._Construction


        3.1._Create_a_GRUB_configuration_file

        3.2._Install_sysvinit_utilities

        3.3._Create_/etc/inittab_file

        3.4._Create_/etc/init.d/rc_script

        3.5._Modify_/etc/init.d/local_fs_script

        3.6._Create_a_hostname_script

        3.7._Create_halt_&amp;_reboot_scripts

        3.8._Create_rcN.d_directories_and_links

        3.9._Create_the_root_disk_image

        3.10._Copy_the_image_to_diskette


  4._Implementation


        4.1._System_Startup

        4.2._Verify_success_of_startup_scripts

        4.3._System_shutdown



1. Analysis

The root disk from the last chapter is looking pretty good. It has about
seventy percent of the commands that the Filesystem Hierarchy Standard (FHS)
document requires for the root filesystem. Plus it has commands for checking
and mounting filesystems. But even with all of this the root disk is far from
perfect. The list below outlines three things that could use some improvement
if the Pocket Linux system is to stand up next to the more professional looking
distributions.

  1. The system currently requires the kernel parameters to be typed at the
     grub> prompt in order to start properly. On any other GNU/Linux system
     this is only done in an emergency situation when the system is corrupted.
  2. Checking and mounting the root filesystem has to be done manually by
     running a script at a shell prompt. On most modern operating systems this
     function is handled automatically as part of the system start-up process.
  3. Using CTRL-ALT-DELETE for system shutdown is not very graceful.
     Filesystems should be unmounted and cached information should be flushed
     prior to shutdown. Again, this is something that most operating systems
     handle automatically.

Taking the above list into consideration, the goals for this phase are defined
as follows:

* Kernel loads without manual intervention.
* Automated system start-up sequence.
* Graceful shutdown capability.


2. Design


2.1. Determining necessary utilities

Loading the kernel without manually typing parameters is easy to do if we read
the grub info page. According to the section entitled "configuration" all of
the commands used for booting can be put in a file called menu.lst and placed
in the /boot/grub directory.

Note

Be sure to type the menu.lst filename correctly with a lowercase L after the
dot and not a number one.
To automate system start-up we will need an init daemon. We know this because
the Bootdisk-HOWTO and From-Powerup-To-BASH-Prompt-HOWTO both make mention of
init as the first program to start after the kernel loads. The latter HOWTO
also goes into some detail about the /etc/inittab file and the organization of
startup scripts. This could be helpful since FHS, the blueprint we have used so
far, makes no recommendation for init scripts.
We will also need to find the shutdown command to fulfill the second goal of
graceful shutdown capability.

2.2. Obtaining source code

Searching the Linux Software Map on Ibiblio for the keyword "init" gives a
large number of results. From reading the From-Powerup-To-BASH-Prompt-HOWTO
however, we know that most Linux systems use a System V style init daemon.
Narrowing the search with the additional key phrase of "System V" gives much
better results. The sysvinit package contains init, shutdown, halt and reboot
which is everything we need. The version listed in the LSM entry looks to be
pretty old, but there is a primary-site URL that will probably lead to the
latest version.

2.3. Checking dependencies

The manpage for init mentions a FIFO called /dev/initctl that is required for
init to communicate with other programs in the sysvinit package. We will have
to create this file for init to function properly.

2.4. Designing a simple GRUB configuration file.

Using a GRUB configuration file is slightly more complex than specifying the
bootloader commands manually. There are directives for features like menus,
default selections and timeouts that need to be specified in the configuration
file as well as the familiar kernel loading command. The info page for GRUB
gives much of the necessary information. We may also be able to use the GRUB
configuration file on the development system as a template. However, there is
some inconsistency between vendors as to the name and location of the file.
Regardless of what the path is on the development system it should be /boot/
grub/menu.lst on the Pocket Linux System.

2.5. Outlining start-up scripts

Many of the popular GNU/Linux distributions use System V style init scripts.
Since we are using a "sysvinit" daemon it makes sense to use System V style
scripts as well. The following documents all touch upon the System V style init
scripts in some way and will serve as references when building the scripts for
this project:

* The Debian Policy Manual -- available online at http://www.debian.org/doc/
  debian-policy.
* The Linux Standard Base specification -- downloadable in many formats from
  http://www.linuxbase.org/spec/index.shtml.
* Essential System Administration, 3rd Edition by Aeleen Frisch -- available at
  libraries, bookstores or directly from O'Reilly Publishing at http://
  www.oreilly.com/.

After glancing at one or two of the above references we should have a pretty
good idea of how the System V style system initialization process works. We
should also know what it takes to create System V style init scripts for the
Pocket Linux project. Below is a brief list of what needs to be done:

* Create an inittab file to call an rc script with a numerical argument giving
  the runlevel.
* Write an rc script that uses the runlevel argument to execute the appropriate
  "K" and "S" scripts.
* Modify the previously built local_fs script to take start and stop arguments.
* Create new scripts for shutdown and reboot.
* Set up /etc/rcN.d directories and links to scripts in /etc/init.d.

As always, the BASH(1) manpage and the Advanced BASH Scripting Guide are very
helpful for writing and understanding shell scripts.

3. Construction

There is a lot of typing to do in this section because of all of the start-up
scripts that need to be created. Using a mouse to copy the text from this guide
and paste it into a text editor can be a great time saving tool.

3.1. Create a GRUB configuration file

Insert and mount the floppy labeled "boot disk".

  bash# mount /dev/fd0 /mnt
  bash# cd /mnt/boot/grub

Use your favorite text editor to create the following file and save it as /mnt/
boot/grub/menu.lst:

  default 0
  timeout 3
  title Pocket Linux Boot Disk
  kernel (fd0)/boot/vmlinuz root=/dev/fd0 load_ramdisk=1 prompt_ramdisk=1


3.2. Install sysvinit utilities

Download the latest sysvinit source from ftp://ftp.cistron.nl/pub/people/
miquels/software/

  bash# cd /usr/src/sysvinit-2.85/src
  bash# make CC="gcc -mcpu=i386"
  bash# cp halt init shutdown ~/staging/sbin
  bash# ln -s halt ~/staging/sbin/reboot
  bash# ln -s init ~/staging/sbin/telinit
  bash# mknod ~/staging/dev/initctl p


Note

In the interest of speed we are skipping the steps for checking libraries and
stripping binaries. The library requirements for sysvinit are very basic and
the Makefile is configured to automatically strip the binaries.

3.3. Create /etc/inittab file

Use a text editor to create the following file and save it as ~/staging/etc/
inittab

  # /etc/inittab - init daemon configuration file
  #
  # Default runlevel
  id:1:initdefault:
  #
  # System initialization
  si:S:sysinit:/etc/init.d/rc S
  #
  # Runlevel scripts
  r0:0:wait:/etc/init.d/rc 0
  r1:1:respawn:/bin/sh
  r2:2:wait:/etc/init.d/rc 2
  r3:3:wait:/etc/init.d/rc 3
  r4:4:wait:/etc/init.d/rc 4
  r5:5:wait:/etc/init.d/rc 5
  r6:6:wait:/etc/init.d/rc 6
  #
  # end of /etc/inittab


3.4. Create /etc/init.d/rc script

Use a text editor to create the following file and save it as ~/staging/etc/
init.d/rc

  #!/bin/sh
  #
  # /etc/init.d/rc - runlevel change script
  #
  PATH=/sbin:/bin
  SCRIPT_DIR="/etc/rc$1.d"
  #
  # Check that the rcN.d directory really exists.
  if [ -d $SCRIPT_DIR ]; then
  #
  # Execute the kill scripts first.
    for SCRIPT in $SCRIPT_DIR/K*; do
      if [ -x $SCRIPT ]; then
        $SCRIPT stop;
      fi;
    done;
  #
  # Do the Start scripts last.
    for SCRIPT in $SCRIPT_DIR/S*; do
      if [ -x $SCRIPT ]; then
        $SCRIPT start;
      fi;
    done;
  fi
  #
  # end of /etc/init.d/rc

Make the file executable.

  bash# chmod +x ~/staging/etc/init.d/rc


3.5. Modify /etc/init.d/local_fs script

A case statement is added to allow the script to either mount or unmount local
filesystems depending on the command-line argument given. The original script
is contained inside the "start" portion of the case statement. The "stop"
portion is new.

  #!/bin/sh
  #
  # local_fs - check and mount local filesystems
  #
  PATH=/sbin:/bin ; export PATH

  case $1 in

  start)
    echo "Checking local filesystem integrity."
    fsck -ATCp
    if [ $? -gt 1 ]; then
      echo "Filesystem errors still exist!  Manual intervention required."
      /bin/sh
    else
      echo "Remounting / as read-write."
      mount -n -o remount,rw /
      echo -n > /etc/mtab
      mount -f -o remount,rw /
      echo "Mounting local filesystems."
      mount -a -t nonfs,smbfs
    fi
  ;;

  stop)
    echo "Unmounting local filesystems."
    umount -a -r
  ;;

  *)
    echo "usage: $0 start|stop";
  ;;

  esac
  #
  # end of local_fs


3.6. Create a hostname script

Use a text editor to create the following script and save it as ~/staging/etc/
init.d/hostname

  #!/bin/sh
  #
  # hostname - set the system name to the name stored in /etc/hostname
  #
  PATH=/sbin:/bin ; export PATH

  echo "Setting hostname."
  if [ -f /etc/hostname ]; then
    hostname $(cat /etc/hostname)
  else
    hostname gnu-linux
  fi
  #
  # end of hostname


3.7. Create halt &amp; reboot scripts

Use a text editor to create ~/staging/etc/init.d/halt as shown below.

  #!/bin/sh
  #
  # halt - halt the system
  #
  PATH=/sbin:/bin ; export PATH

  echo "Initiating system halt."
  halt
  #
  # end of /etc/init.d/halt

Create the following script and save it as ~/staging/etc/init.d/reboot

  #!/bin/sh
  #
  # reboot - reboot the system
  #
  PATH=/sbin:/bin ; export PATH

  echo "Initiating system reboot."
  reboot
  #
  # end of /etc/init.d/reboot

Flag all script files as executable.

  bash# chmod +x ~/staging/etc/init.d/*


3.8. Create rcN.d directories and links


  bash# cd ~/staging/etc
  bash# mkdir rc0.d rc1.d rc2.d rc3.d rc4.d rc5.d rc6.d rcS.d
  bash# cd ~/staging/etc/rcS.d
  bash# ln -s ../init.d/local_fs S20local_fs
  bash# ln -s ../init.d/hostname S30hostname
  bash# cd ~/staging/etc/rc0.d
  bash# ln -s ../init.d/local_fs K10local_fs
  bash# ln -s ../init.d/halt K90halt
  bash# cd ~/staging/etc/rc6.d
  bash# ln -s ../init.d/local_fs K10local_fs
  bash# ln -s ../init.d/reboot K90reboot


3.9. Create the root disk image


  bash# cd /
  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7 4096
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR ~/staging/* /mnt
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/phase5-image bs=1k
  bash# gzip -9 ~/phase5-image


3.10. Copy the image to diskette

Insert the diskette labeled "root disk" into drive fd0.

  bash# dd if=~/phase5-image.gz of=/dev/fd0 bs=1k


4. Implementation


4.1. System Startup

Boot the PC using the floppy labeled "boot disk". Place the recently created
root disk in fd0 when prompted. The output should resemble the example below:

  GNU GRUB version 0.95

  Uncompressing Linux... Ok, booting kernel.
  ..
  .. [various kernel messages]
  ..
  VFS: Insert root floppy to be loaded into RAM disk and press ENTER
  RAMDISK: Compressed image found at block 0
  VFS: Mounted root (ext2 filesystem) readonly.
  Freeing unused kernel memory: 178k freed
  Checking local filesystem integrity.
  /dev/ram0: clean 105/1024 files 2842/4096 blocks
  Remounting / as read-write.
  Mounting local filesystems.
  Setting the hostname.
  INIT: Entering runlevel: 1
  # _


4.2. Verify success of startup scripts

Use the mount command to check that local filesystems are mounted as read-
write. The output should look like the example below.

  bash# mount
  /dev/root on / type ext2 (rw)
  proc on /proc type proc (rw)

Check the hostname.

  bash# uname -n
  gnu-linux


4.3. System shutdown

Bring the system down gracefully with the shutdown command.

  bash# shutdown -h now

We should see the following output from init and the shutdown scripts:

  INIT: Switching to runlevel: 0
  INIT: Sending processes the TERM signal
  Terminated
  INIT: Sending processes the KILL signal
  Unmounting local filesystems.
  Initiating system halt.
  System halted.



Chapter 7. Enabling Multiple Users

Table of Contents


  1._Analysis

  2._Design


        2.1._The_login_process

        2.2._Obtaining_source_code

        2.3._Creating_support_files

        2.4._Dependencies

        2.5._Assigning_ownership_and_permissions


  3._Construction


        3.1._Verify_presence_of_getty_and_login

        3.2._Modify_inittab_for_multi-user_mode

        3.3._Create_tty_devices

        3.4._Create_support_files_in_/etc

        3.5._Copy_required_libraries

        3.6._Set_directory_and_file_permissions

        3.7._Create_the_root_disk_image

        3.8._Copy_the_image_to_diskette


  4._Implementation


        4.1._System_Startup

        4.2._Add_a_new_user_to_the_system

        4.3._Test_the_new_user's_ability_to_use_the_system

        4.4._System_shutdown



1. Analysis

Up to now the system has been operating in single-user mode. There is no login
process and anyone who boots the system goes straight into a shell with root
privileges. Obviously, this is not the normal operating mode for most GNU/Linux
distributions. Most systems feature multi-user capability where many users can
access the system simultaneously with different privilege levels. These multi-
user systems also support virtual consoles so that the keyboard and video
display can be multiplexed between several terminal sessions. So in this phase
we would like to add the following enhancements to the system:

* Enable multi-user capability.
* Create multiple, virtual consoles.


2. Design


2.1. The login process

The From-Powerup-To-BASH-Prompt-HOWTO does a good job of outlining the steps in
the login process. Basically it works like this.

  1. The init daemon starts a getty process on the terminal.
  2. The getty program displays the contents of /etc/issue and prompts for a
     user name.
  3. When the user name is entered, control is handed off to the login program.
  4. The login program asks for a password and verifies the credentials using /
     etc/passwd, /etc/group and possibly /etc/shadow.
  5. If everything is okay the user's shell is started.


2.2. Obtaining source code

The getty and login programs were already installed as part of the util-linux
package so there is no need to download any new source code.

2.3. Creating support files


2.3.1. Device nodes

Details about virtual console device files can be found in the Linux kernel
source code file called devices.txt in the Documentation directory. We will
need to create tty1 through tty6 for each of the virtual consoles as well as
tty0 and tty to represent the current virtual console.

2.3.2. /etc/issue

The /etc/issue file is pretty easy to construct. It can contain any text we
want displayed on the screen prior to the login prompt. It could be something
friendly like "Welcome to Pocket Linux", something menacing like "Authorized
users only!" or something informational like "Connected to tty1 at 9600bps".
The agetty(8) manpage explains how to display information like tty line and
baud rate using escape codes.

2.3.3. /etc/passwd

The format of /etc/passwd can be obtained by reading the passwd(5) manpage. We
can easily create a user account by adding a line like "root::0:0:superuser:/
root:/bin/sh" to the file.
Maintaining passwords will be somewhat challenging because of the system being
loaded into ramdisk. Any changes to /etc/passwd will be lost when the system is
shutdown. So to make things easy, we will create all users with null passwords.

2.3.4. /etc/group

The structure of /etc/group is available from the group(5) manpage. A line of
"root::0:root" would define a group called "root" with no password, a group id
of zero and the user root assigned to it as the only member.

2.3.5. Conventions

User and group names and id's are generally not chosen at random. Most Linux
systems have very similar looking /etc/passwd and /etc/group files. Definitions
for commonly used user id and group id assignments may be found in one of
several places:

* The /etc/passwd and /etc/group files on any popular GNU/Linux distribution.
* The Debian Policy Manual -- available online at http://www.debian.org/doc/
  debian-policy.
* The Linux Standard Base specification -- downloadable in many formats from
  http://www.linuxbase.org/spec/index.shtml.
* Essential System Administration, 3rd Edition by Aeleen Frisch -- available at
  libraries, bookstores or directly from O'Reilly Publishing at http://
  www.oreilly.com/.


2.4. Dependencies

Running ldd on the login program from util-linux will reveal that it is linked
to the libraries libcrypt.so.1, libc.so.6 and ld-linux.so.2. In addition to
these libraries there is another, unseen dependency on libnss_files.so.2 and
the configuration file /etc/nsswitch.conf.
The name service switch library libnss_files.so.2 and nsswitch.conf are
required for libc.so.6, and consequently the login program, to access the /etc/
passwd file. Without libnss and its configuration file, all logins will
mysteriously fail. More information about glibc's use of the name service
switch libraries can be found at http://www.gnu.org/software/libc/manual/
html_node/Name-Service-Switch.html.

2.5. Assigning ownership and permissions

Previously, with the single user system, there was no need to worry about
permissions when installing directories, files and device nodes. The shell was
effectively operating as root, so everything was accessible. Things become more
complex with the addition of multiple user capability. Now we need to make sure
that every user has access to what they need and at the same time gets blocked
from what they do not need.
A good guideline for assigning ownership and permissions would be to give the
minimum level of access required. Take the /bin directory as an example. The
Filesystem Hierarchy (FHS) document says, "/bin contains commands that may be
used by both the system administrator and by users". From that statement we can
infer that /bin should have read and execute permission for everyone. On the
other hand, the /boot directory contains files for the boot loader. Chances are
good that regular users will not need to access anything in the /boot
directory. So the minimum level of access would be read permission for the root
user and other administrators who are members of the root group. Normal users
would have no permissions assigned on the /boot directory.
Most of the time we can assign similar permissions to all the commands in a
directory, but there are some programs that prove to be exceptions to the rule.
The su command is a good example. Other commands in the /bin directory have a
minimum requirement of read and execute, but the su command needs to be setuid
root in order to run correctly. Since it is a setuid binary, it might not be a
good idea to allow just anyone to run it. Ownership of 0:0 (root user, root
group) and permissions of rwsr-x--- (octal 4750) would be a good fit for su.
The same logic can be applied to other directories and files in the root
filesystem using the following steps:

  1. Assign ownership to the root user and root group.
  2. Set the most restrictive permissions possible.
  3. Adjust ownership and permissions on an "as needed" basis.


3. Construction


3.1. Verify presence of getty and login


  bash# ls ~/staging/sbin/getty
  bash# ls ~/staging/bin/login


3.2. Modify inittab for multi-user mode

Modify ~/staging/etc/inittab by changing the default runlevel and adding getty
entries as shown below.

  # /etc/inittab - init daemon configuration file
  #
  # Default runlevel
  id:2:initdefault:
  #
  # System initialization
  si:S:sysinit:/etc/init.d/rc S
  #
  # Runlevel scripts
  r0:0:wait:/etc/init.d/rc 0
  r1:1:respawn:/bin/sh
  r2:2:wait:/etc/init.d/rc 2
  r3:3:wait:/etc/init.d/rc 3
  r4:4:wait:/etc/init.d/rc 4
  r5:5:wait:/etc/init.d/rc 5
  r6:6:wait:/etc/init.d/rc 6
  #
  # Spawn virtual terminals
  1:235:respawn:/sbin/getty 38400 tty1 linux
  2:235:respawn:/sbin/getty 38400 tty2 linux
  3:235:respawn:/sbin/getty 38400 tty3 linux
  4:235:respawn:/sbin/getty 38400 tty4 linux
  5:235:respawn:/sbin/getty 38400 tty5 linux
  6:2345:respawn:/sbin/getty 38400 tty6 linux
  #
  # end of /etc/inittab


3.3. Create tty devices


  bash# cd ~/staging/dev
  bash# mknod ~/staging/dev/tty0 c 4 0
  bash# mknod ~/staging/dev/tty1 c 4 1
  bash# mknod ~/staging/dev/tty2 c 4 2
  bash# mknod ~/staging/dev/tty3 c 4 3
  bash# mknod ~/staging/dev/tty4 c 4 4
  bash# mknod ~/staging/dev/tty5 c 4 5
  bash# mknod ~/staging/dev/tty6 c 4 6
  bash# mknod ~/staging/dev/tty c 5 0


3.4. Create support files in /etc


3.4.1. /etc/issue

Create the file ~/staging/etc/issue using the example below or design a
customized message.

  Connected to \l at \b bps.

Be sure that "\l" is a lowercase letter L and not the number one.

3.4.2. /etc/passwd

Use a text editor to create a minimal passwd file conforming to the Linux
Standards Base (LSB) document. Save the file as ~/staging/etc/passwd

  root::0:0:Super User:/root:/bin/sh
  bin:x:1:1:Legacy UID:/bin:/bin/false
  daemon:x:2:2:Legacy UID:/sbin:/bin/false


3.4.3. /etc/group

Use a text editor to create an LSB conforming group file and save it as ~/
staging/etc/group

  root::0:root
  bin:x:1:root,bin,daemon
  daemon:x:2:root,bin,daemon


3.4.4. /etc/nsswitch.conf

Create the following file and save it as ~/staging/etc/nsswitch.conf

  passwd: files
  group:  files


3.5. Copy required libraries


  bash# cp /lib/libnss_files.so.2 ~/staging/lib
  bash# strip --strip-unneeded ~/staging/lib/*


3.6. Set directory and file permissions

Set minimal privileges on all files and directories under ~/staging. Everything
is owned by the root user and the root group. Permissions are read-write for
the owner and read-only for the group. Exceptions to the blanket permissions
are handled case by case.

  bash# cd ~/staging
  bash# chown -R 0:0 ~/staging/*
  bash# chmod -R 640 ~/staging/*

Set execute permission on all directories. (Note the capital "X")

  bash# chmod -R +X ~/staging/*

Files in /bin are read and execute for all, but su is an exception.

  bash# chmod 755 ~/staging/bin/*
  bash# chmod 4750 ~/staging/bin/su

Files in /dev have various permissions. Disk devices should be accessible to
administrators only. Other files like /dev/null should have full privileges
granted to everyone.

  bash# chmod 660 ~/staging/dev/fd0 dev/ram0
  bash# chmod 666 ~/staging/dev/null
  bash# chmod 622 ~/staging/dev/console
  bash# chmod 600 ~/staging/dev/initctl
  bash# chmod 622 ~/staging/dev/tty
  bash# chmod 622 ~/staging/dev/tty?

The passwd and group files must be world readable.

  bash# chmod 644 ~/staging/etc/passwd
  bash# chmod 644 ~/staging/etc/group

The scripts in /etc/init.d are read and execute for administrators.

  bash# chmod 750 ~/staging/etc/init.d/*

Libraries need read and execute permissions for everyone.

  bash# chmod 755 ~/staging/lib/*

Only root should have access to the /root directory.

  bash# chmod 700 ~/staging/root

Make files in /sbin read and execute for administrators.

  bash# chmod 750 ~/staging/sbin/*

Temp should be read-write for all with the sticky bit set.

  bash# chmod 1777 ~/staging/tmp


3.7. Create the root disk image


  bash# cd /
  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7 4096
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR ~/staging/* /mnt
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/phase6-image bs=1k count=4096
  bash# gzip -9 ~/phase6-image


3.8. Copy the image to diskette

Insert the diskette labeled "root disk" into drive fd0.

  bash# dd if=~/phase6-image.gz of=/dev/fd0 bs=1k


4. Implementation


4.1. System Startup

If everything goes well, the virtual console display should look similar to the
following example:

  Connected to tty1 at 38400 bps.
  gnu-linux login:


4.2. Add a new user to the system

Log in as root.
Create a new, unprivileged user and new group by appending a line to the /etc/
passwd and /etc/group files, respectively. Be sure to use a double greater-than
(>>) to avoid accidentally overwriting the files.

  bash# echo "floyd::501:500:User:/home/floyd:/bin/sh" >>/etc/passwd
  bash# echo "users::500:" >>/etc/group
  bash# mkdir /home/floyd
  bash# chown floyd.users /home/floyd
  bash# chmod 700 /home/floyd


4.3. Test the new user's ability to use the system

Switch to virtual terminal tty2 by pressing ALT+F2.
Log in as floyd.
Try the following commands and verify that they work.

  bash$ pwd
  bash$ ls -l /
  bash$ cat /etc/passwd

Try the following commands and verify that they do not work.

  bash$ ls /root
  bash$ /sbin/shutdown -h now
  bash$ su -


4.4. System shutdown

Switch back to tty1 where root is logged in.

  bash# shutdown -h now



Chapter 8. Filling in the Gaps

Table of Contents


  1._Analysis

  2._Design


        2.1._more

        2.2._More_device_files

        2.3._ps,_sed_&amp;_ed


  3._Construction


        3.1._Write_a_"more"_script

        3.2._Create_additional_device_files

        3.3._Install_ps

        3.4._Install_sed

        3.5._Install_ed

        3.6._Strip_binaries_to_save_space

        3.7._Ensure_proper_permissions

        3.8._Create_the_root_disk_image

        3.9._Copy_the_image_to_diskette


  4._Implementation


        4.1._System_startup

        4.2._Test_the_"more"_script

        4.3._Use_ps_to_show_running_processes

        4.4._Run_a_simple_sed_script

        4.5._Test_the_"ed"_editor

        4.6._System_shutdown



1. Analysis

The root disk has come a long way since its humble beginnings as a statically-
linked shell. It now shares many features with the popular, ready-made
distributions. For example it has:

* Several common utilities like cat, ls and so on.
* Startup scripts that automatically check and mount filesystems.
* Graceful shutdown capability.
* Support for multiple users and virtual terminals.

As a final test, we can put the root disk up against the Filesystem Hierarchy
Standard (FHS) requirements for the root filesystem. (We will ignore anything
in the /usr hierarchy because of space constraints.) Compared to FHS
requirement, the only files missing are a few commands in the /bin directory.
Specifically, the root disk lacks the following commands:

* more
* ps
* sed

In addition to the required commands, it might be nice to include the "ed"
editor listed as an option by the FHS. It is not as robust as vi or emacs, but
it works and it should fit onto the tiny root filesystem.
So in order to finish up this phase of the project, we need to accomplish the
following goals:

* Add the more, ps and sed commands.
* Install the optional ed editor.


2. Design


2.1. more

There is a more command that comes with util-linux, but it will not work for
this project. The reason is because of library dependencies and space
constraints. The util-linux supplied more needs either the libncurses or
libtermcap to work and there just is not enough space on the root disk floppy
to fit everything in. So, in order to have a more command we will have to get
creative.
The more command is used to display a file page by page. It's a little like
having a cat command that pauses every twenty-five lines. The basic logic is
outlined below.

* Read one line of the file.
* Display the line on the screen.
* If 25 lines have been displayed, pause.
* Loop and do it again.

Of course there are some details left out like what to do if the screen
dimensions are not what we anticipated, but overall it is a fair representation
of what more does. Given this simple program logic, it should not be hard to
put together a short shell script that emulates the basic functionality of
more. The BASH(1) manpage and Adv-BASH-Scripting-Guide will serve as
references.

2.2. More device files

The more script will need access to device files that are not on the root disk
yet. Specifically more needs to have stdin, stdout and stderr, but while we are
at it we should check for any other missing /dev files. The Linux Standard Base
requires null, zero and tty to be present in the /dev directory. Files for null
and tty already exist from previous phases of the project, but we still need /
dev/zero. We can refer to devices.txt in the Linux source code Documentation
directory for major and minor numbers.

2.3. ps, sed &amp; ed

These three packages can be found by using the Internet resources we have used
before plus one new site. The "sed" and "ed" packages can be found at the same
place we found BASH, on the GNU_FTP_server. The procps package shows up in an
Ibiblio LSM search, but it is an old version. In order to find the latest
version we can go to the Freshmeat website at http://freshmeat.net and search
for "procps" in projects.
Both "sed" and "ed" packages feature GNU's familiar configure script and are
therefore very easy to build. There is no configure script for "procps" but
this does not make things too difficult. We can just read the package's README
file to find out about how to set various configuration options. We can use one
of these options to avoid the complexity of using and installing libproc.
Setting SHARED=0 makes libproc an integrated part of ps rather than a separate,
shared library.

3. Construction


3.1. Write a "more" script

Create the following script with a text editor and save it as ~/staging/bin/
more.sh

  #!/bin/sh
  #
  # more.sh - emulates the basic functions of the "more" binary without
  #           requiring ncurses or termcap libraries.
  #
  # Assume input is coming from STDIN unless a valid file is given as
  # a command-line argument.
  if [ -f $1 ]; then
    INPUT="$1"
  else
    INPUT="/dev/stdin"
  fi
  #
  # Set IFS to newline only. See BASH(1) manpage for details on IFS.
  IFS=$'\n'
  #
  # If terminal dimensions are not already set as shell variables, take
  # a guess of 80x25.
  if [ "$COLUMNS" = "" ]; then
    let COLUMNS=80;
  fi
  if [ "$LINES" = "" ]; then
    let LINES=25;
  fi
  #
  # Initialize line counter variable
  let LINE_COUNTER=$LINES
  #
  # Read the input file one line at a time and display on STDOUT until
  # the page fills up. Display "Press <Enter>" message on STDERR and wait
  # for keypress from STDERR.  Continue until the end of the input file.
  # Any input line greater than $COLUMNS characters in length is wrapped
  # and counts as multiple lines.
  #
  while read -n $COLUMNS LINE_BUFFER; do
    echo "$LINE_BUFFER"
    let LINE_COUNTER=$LINE_COUNTER-1
    if [ $LINE_COUNTER -le 1 ]; then
      echo "Press <ENTER> for next page or <CTRL>+C to quit.">/dev/stderr
      read</dev/stderr
      let LINE_COUNTER=$LINES
    fi
  done<$INPUT
  #
  # end of more.sh

Create a symbolic link for more

  bash# ln -s more.sh ~/staging/bin/more


3.2. Create additional device files


  bash# ln -s /proc/self/fd ~/staging/dev/fd
  bash# ln -s fd/0 ~/staging/dev/stdin
  bash# ln -s fd/1 ~/staging/dev/stdout
  bash# ln -s fd/2 ~/staging/dev/stderr
  bash# mknod -m644 ~/staging/dev/zero c 1 5


3.3. Install ps

Get the latest procps source package from http://procps.sourceforge.net/

  bash# cd /usr/src/procps-3.2.3
  bash# make SHARED=0 CC="gcc -mcpu=i386"
  bash# cd ps
  bash# cp ps ~/staging/bin


3.4. Install sed

Download GNU's sed from ftp://ftp.gnu.org/gnu/sed/

  bash# cd /usr/src/sed-4.1.2
  bash# export CC="gcc -mcpu=i386"
  bash# ./configure --host=i386-pc-linux-gnu
  bash# make
  bash# cd sed
  bash# cp sed ~/staging/bin


3.5. Install ed

The ed package also comes from GNU at ftp://ftp.gnu.org/gnu/ed/

  bash# cd /usr/src/ed-0.2
  bash# ./configure --host=i386-pc-linux-gnu
  bash# make
  bash# cp ed ~/staging/bin


3.6. Strip binaries to save space


  bash# strip ~/staging/bin/*


3.7. Ensure proper permissions


  bash# chown 0:0 ~/staging/bin/*
  bash# chmod -R 755 ~/staging/bin
  bash# chmod 4750 ~/staging/bin/su


3.8. Create the root disk image


  bash# cd /
  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7 4096
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR ~/staging/* /mnt
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/phase7-image bs=1k
  bash# gzip -9 ~/phase7-image


3.9. Copy the image to diskette

Insert the diskette labeled "root disk" into drive fd0.

  bash# dd if=~/phase7-image.gz of=/dev/fd0 bs=1k


4. Implementation


4.1. System startup

Boot from the diskset in the usual way and log in as root.

4.2. Test the "more" script

Display kernel messages by piping the output of dmesg to more.

  bash# dmesg | more

Examine the local_fs script by using more with a command-line argument.

  bash# more /etc/init.d/local_fs


4.3. Use ps to show running processes

Display processes for the user currently logged in.

  bash# ps

Display all available information about all running processes.

  bash# ps -ef


4.4. Run a simple sed script

Use sed to display an alternate version of /etc/passwd.

  bash# sed -e "s/Legacy/Old School/" /etc/passwd

Verify that sed did not make the changes permanent.

  bash# cat /etc/passwd


4.5. Test the "ed" editor

Use ed to change properties on the "daemon" user.

  bash# ed -p*
  ed* r /etc/passwd
  ed* %p
  ed* /daemon/s/Legacy/Old School/
  ed* %p
  ed* w
  ed* q

Verify that the changes are permanent (at least until the system is restarted.)

  bash# cat /etc/passwd


4.6. System shutdown

Bring the system down gracefully with the shutdown command.


Chapter 9. Project Wrap Up

Table of Contents


  1._Celebrating_Accomplishments

  2._Planning_Next_Steps


1. Celebrating Accomplishments

As the Pocket Linux Project draws to a close we should take a moment to
celebrate all of our accomplishments. Some of the highlights are listed below:

* We have built a system, from source code only, that fully implements all of
  the commands described in the Filesystem Hierarchy Standard requirements for
  a root filesystem.
* We have learned how to use Internet resources to locate and download the
  source code needed to build a GNU/Linux system.
* We have written basic system startup and shutdown scripts and configured them
  to execute in the proper runlevels.
* We have included support for multiple users on virtual consoles and
  implemented permissions on system files.
* But most importantly, we have learned some good design techniques and project
  management skills that will enable us to tackle any future projects with ease
  and confidence.


2. Planning Next Steps

The Pocket Linux system is nearly overflowing, so there really is no more room
to expand the current root diskette to support any additional commands and
features. This leaves us with a few choices of where to go next. We can:

* Find a way to expand the current system just enough to host a small
  application. (For more information about hosting applications with Pocket
  Linux, see Appendix A)
* Remove multi-user capability and some of the less often used commands from
  the root disk, replacing them with utilities like tar and gzip that would be
  useful for a rescue/restore diskset.
* Use the techniques we have learned to design and build an entire GNU/Linux
  system and install it on a more spacious hard disk partition. (For more
  infomation about building a larger system, check out the GNU/Linux System
  Architect Toolkit at: http://architect.sourceforge.net/.)

Which ever path is chosen, we can move forward confidently, armed with the
knowledge we need to be successful in our endeavors.


Appendix A. Hosting Applications

Table of Contents


  1._Analysis

  2._Design


        2.1._Support_for_audio_hardware

        2.2._Creating_space_for_the_program

        2.3._Accessing_audio_files

        2.4._Other_required_files

        2.5._Summary_of_tasks


  3._Construction


        3.1._Create_an_enhanced_boot_disk

        3.2._Create_an_enhanced_root_disk

        3.3._Create_a_compressed_/usr_disk_for_mp3blaster

        3.4._Create_a_data_diskette_for_testing


  4._Implementation


        4.1._System_Startup

        4.2._Verify_that_the_/usr_diskette_loaded_properly

        4.3._Check_the_audio_device_initialization

        4.4._Test_audio_output

        4.5._Play_a_sample_file

        4.6._System_shutdown



1. Analysis

An operating system by itself is not much fun. What makes an OS great is the
applications that can be run on top of it. Unfortunately, Pocket Linux
currently does not have much room for anything other than system programs.
Still, it would be nice to expand the system just enough to host some cool
applications. Obviously a full-blown X-Windows GUI is out of the question, but
running a small console based program should be within our reach.
Rather than doing a typical "hello world" program as an example, application
hosting will be demonstrated using a console based audio player called
mp3blaster. Building mp3blaster offers more technical challenge than "hello
world" and the finished product should be a lot more fun. However, it should
not be construed that a console-based jukebox is the only application for
Pocket Linux. On the contrary, after completing this phase the reader should
have the knowledge and tools to build almost any console-based program he or
she desires.
So what will it take to turn a pocket-sized GNU/Linux system into a pocket-
sized mp3 player? A few things are listed below.

* Add support for audio hardware.
* Create space for the mp3blaster program.
* Provide a convenient way to access audio files.


2. Design


2.1. Support for audio hardware

There is a vast proliferation of audio hardware on the market and each sound
card has its own particular configuration. For details on how to set up a
particular sound card we can turn to the Sound-HOWTO available from The_Linux
Documentation_Project. In a broader sense, however, we can treat a sound card
like any other piece of new hardware. To add new hardware to a GNU/Linux system
we will need configure the kernel to recognize it and configure /dev files on
the root disk to access it.

2.1.1. Kernel support for audio

In order to support sound cards, a new kernel will have to be built. It is very
important that audio hardware support be configured as built-in, because Pocket
Linux is not set up to handle kernel modules.

2.1.2. Root disk support for audio

Searching devices.txt for the keyword "sound" will list quite a few possible
audio devices, but usually only /dev/dsp and /dev/mixer are required to get
sound from a PC. These two files control the digital audio output and mixer
controls, respectively.

2.2. Creating space for the program

Probably the easiest way to create more space for the mp3blaster program is to
mount an additional storage device. There are several choices for mount points.
So far /usr, /home and /opt are all empty directories and any one of them could
be used to mount a floppy, CD-ROM or additional compressed ramdisk image. The /
usr directory is a logical choice for a place to put an application, but what
about the choice of media? Mp3blaster and its required libraries are too big to
fit on a 1.44M floppy and burning a CD-ROM seems like a lot of work for one
little program. So given these constraints, the best choice would be to put the
program on a compressed floppy.

2.2.1. Mounting additional compressed floppies

Mounting CDs and uncompressed diskettes is easy, but what about loading
compressed images from floppy into ramdisk? It will have to be done manually,
because automatic mounting of compressed floppies only works for the root
diskette. And using mount /dev/fd0 will not work because there is no filesystem
on the diskette, there are only the contents of a gzip file. The actual
filesystem is contained inside the gzip file. So how can we mount the
filesystem buried beneath the gzip file? This puzzle can be solved by examining
at the steps used to create the familiar compressed root disk floppy.

  1. A ramdisk is created, mounted and filled with files.
  2. The ramdisk device is unmounted.
  3. The contents of the ramdisk are dumped to an image file using dd.
  4. The image file is compressed with gzip.
  5. The compressed image file is written to floppy with dd.

If that is how the compressed image makes its way from ramdisk to compressed
floppy, then going from compressed floppy to ramdisk should be as simple as
running through the steps in reverse.

  1. The compressed image file is read from floppy with dd.
  2. The image file is uncompressed with gunzip.
  3. The contents of the image file are dumped into ramdisk using dd.
  4. The ramdisk device is mounted.
  5. The files are available.

We can cut out the intermediate image file by using a pipe to combine dd and
gunzip like this: dd if=/dev/fd0 | gunzip -cq > /dev/ram1. Now the compressed
floppy goes straight into ramdisk, decompressing on the fly.

2.2.2. Root disk support for additional ramdisks

We already have kernel support for ramdisks, because we are using a compressed
root disk, but we will need to create more ramdisks in /dev. Typically the
kernel supports eight ramdisks on /dev/ram0 through /dev/ram7 with ram0 being
used for the rootdisk. The devices.txt file included in the Linux source code
documentation will be helpful for matching devices to their major and minor
numbers.

2.3. Accessing audio files

The sample mp3 file that we will be using in our example is small enough to fit
on an uncompressed floppy disk so that there is no need to burn a CD. However,
serious music lovers may want to have the capability to mount a custom CD-ROM
full of tunes and that option will require support for additional hardware.

2.3.1. CD-ROM hardware support

Most modern CD-ROM drives will use IDE devices like /dev/hdc or /dev/hdd. To
support these CD-ROM drives we will have to configure IDE support in the kernel
and create the appropriate device files on the root disk.

2.3.2. CD-ROM filesystem support

CD-ROMs have different filesystems than hard disks and floppies. Most CD
burning applications use a filesystem called ISO-9660 and have the capability
to support Joliet or Rockridge extensions. We will have to include support for
these filesystems in the kernel in order to mount CD-ROMs.

2.4. Other required files

We will want to have all of mp3blaster's required libraries and other
supporting files available as part of the compressed /usr image so that
mp3blaster can run correctly. The familiar ldd command can be used to determine
which libraries mp3blaster requires. Any additional libraries can be placed in
/usr/lib. Even though some of the libraries may appear in /lib on the
development system, they can still go in /usr/lib on the Pocket Linux system.
The dynamic linker, ld-linux.so, is smart enough to look in both places when
loading libraries.
Because mp3blaster uses the curses (or ncurses) screen control library there is
one additional file we need. The curses library needs to know the
characteristics of the terminal it is controlling and it gets that information
from the terminfo database. The terminfo database consists of all the files
under the /usr/share/terminfo directory and is very large compared to our
available disk space. But, since Pocket Linux only supports the PC console, we
only have one terminal type to worry about and therefore need only one file.
The piece of the terminfo database we need is the file /usr/share/terminfo/l/
linux, because we are using a "Linux" terminal. For more information about the
subject of curses, see John Strang's book entitled "Programming with Curses"
available from O'Reilly_publishing.

2.5. Summary of tasks

Between sound cards, ramdisks, CD-ROMs and terminfo there is quite a bit to
keep track of. So let's take a moment to organize and summarize the tasks
necessary to make the pocket jukebox a reality.

* Create a new kernel disk that includes built-in support for audio hardware,
  IDE devices and CD-ROM filesystems.
* Create the appropriate /dev files on the root disk to support audio hardware,
  additional ramdisks and IDE CD-ROMs.
* Install the gunzip utility to enable decompression of the usr image.
* Create a startup script to load a compressed image from floppy into a ramdisk
  and mount the ramdisk on /usr.
* Create a compressed floppy that holds the mp3blaster program, its required
  libraries and terminfo files.


3. Construction


3.1. Create an enhanced boot disk


3.1.1. Build a new kernel


  bash# cd /usr/src/linux
  bash# make menuconfig

Be sure to configure support for the following:

* 386 processor
* Floppy disk
* RAM disk
* Second extended (ext2) filesystem
* Virtual console
* Audio hardware
* CD-ROM hardware
* ISO-9660 and Joliet filesystems


  bash# make dep
  bash# make clean
  bash# make bzImage


3.1.2. Copy the kernel to diskette

Place the boot disk in drive fd0

  bash# mount /dev/fd0 /mnt
  bash# cp /usr/src/linux/arch/i386/boot/bzImage /mnt/boot/vmlinuz


3.1.3. Unmount the boot disk


  bash# cd /
  bash# umount /mnt


3.2. Create an enhanced root disk


3.2.1. Create additional device files


3.2.1.1. IDE CD-ROM


  bash# mknod -m640 ~/staging/dev/hdc b 22 0
  bash# mknod -m640 ~/staging/dev/hdd b 22 64

Optionally create additional IDE devices.

3.2.1.2. Ramdisk


  bash# mknod -m 640 ~/staging/dev/ram1 b 1 1
  bash# mknod -m 640 ~/staging/dev/ram2 b 1 2
  bash# mknod -m 640 ~/staging/dev/ram3 b 1 3
  bash# mknod -m 640 ~/staging/dev/ram4 b 1 4
  bash# mknod -m 640 ~/staging/dev/ram5 b 1 5
  bash# mknod -m 640 ~/staging/dev/ram6 b 1 6
  bash# mknod -m 640 ~/staging/dev/ram7 b 1 7


3.2.1.3. Audio


  bash# mknod -m664 ~/staging/dev/dsp c 14 3
  bash# mknod -m664 ~/staging/dev/mixer c 14 0


3.2.2. Install the gunzip binary


  bash# cd /usr/src/gzip-1.2.4a
  bash# export CC="gcc -mcpu=i386"
  bash# ./configure --host=i386-pc-linux-gnu
  bash# make
  bash# strip gzip
  bash# cp gzip ~/staging/bin
  bash# ln -s gzip ~/staging/bin/gunzip

Don't forget to verify library requirements, check the ownership and check
permissions on the gzip binary.

3.2.3. Write a startup script to mount a compressed floppy

Use a text editor to create the following script and save it as ~/staging/etc/
init.d/usr_image

  #!/bin/sh
  #
  # usr_image - load compressed images from floppy into ramdisk and
  #             mount on /usr.
  #
  echo -n "Is there a compressed diskette to load for /usr [y/N]? "
  read REPLY
  if [ "$REPLY" = "y" ] || [ "$REPLY" = "Y" ]; then
    echo -n "Please insert the /usr floppy into fd0 and press <ENTER>."
    read REPLY
    echo "Clearing /dev/ram1."
    dd if=/dev/zero of=/dev/ram1 bs=1k count=4096
    echo "Loading compressed image from /dev/fd0 into /dev/ram1..."
    (dd if=/dev/fd0 bs=1k | gunzip -cq) >/dev/ram1 2>/dev/null
    fsck -fp /dev/ram1
    if [ $? -gt 1 ]; then
      echo "Filesystem errors on /dev/ram1!  Manual intervention required."
    else
      echo "Mounting /usr."
      mount /dev/ram1 /usr
    fi
  fi
  #
  # end of usr_image

Configure the script to run right after root is mounted.

  bash# ln -s ../init.d/usr_image ~/staging/etc/rcS.d/S21usr_image


3.2.4. Create a compressed root disk


  bash# cd /
  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR ~/staging/* /mnt
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/phase8-image bs=1k
  bash# gzip -9 ~/phase8-image

Insert the diskette labeled "root disk" into drive fd0.

  bash# dd if=~/phase8-image.gz of=/dev/fd0 bs=1k


3.3. Create a compressed /usr disk for mp3blaster

The compressed /usr diskette will be created in using the same process that is
used to create the compressed root disk. We will copy files to a staging area,
copy the staging area to ramdisk, compress the ramdisk and write it to
diskette.

3.3.1. Create a staging area


  bash# mkdir ~/usr-staging
  bash# cd ~/usr-staging
  bash# mkdir bin lib
  bash# mkdir -p share/terminfo/l


3.3.2. Install the mp3blaster program

Download the latest version of mp3blaster source code from its home at http://
www.stack.nl/~brama/mp3blaster/.

  bash# cd ~/usr/src/mp3blaster-3.2.0
  bash# ./configure
  bash# make
  bash# cp src/mp3blaster ~/usr-staging/bin


3.3.3. Copy additional libraries and terminfo

Use ldd to find out which libraries are needed for mp3blaster.

Note

The following is an example from the author's development system. It is
possible that different systems may yield slightly different results in terms
of library requirements.

  bash# cd ~/usr-staging/lib
  bash# ldd ~/usr-staging/bin/mp3blaster
  bash# cp /usr/lib/ncurses.so.5.0  .
  bash# cp /usr/lib/stdc++.so.3 .
  bash# cp /lib/libm.so.6 .
  bash# cp /usr/lib/libgcc_s.so.1 .
  bash# cd ~/usr-staging/share/terminfo/l
  bash# cp /usr/share/terminfo/l/linux .


3.3.4. Make a compressed image and copy it to diskette


  bash# cd /
  bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
  bash# mke2fs -m0 /dev/ram7
  bash# mount /dev/ram7 /mnt
  bash# cp -dpR ~/usr-staging/* /mnt
  bash# umount /dev/ram7
  bash# dd if=/dev/ram7 of=~/mp3blaster-image bs=1k
  bash# gzip -9 ~/mp3blaster-image

Insert the diskette labeled "mp3blaster" into drive fd0.

  bash# dd if=~/mp3blaster-image.gz of=/dev/fd0 bs=1k


3.4. Create a data diskette for testing

Go to the Internet site http://www.paul.sladen.org and download the mp3 file of
Linus Torvalds pronouncing "Linux." The direct link is: http://
www.paul.sladen.org/pronunciation/torvalds-says-linux.mp3. Create a Second
Extended (ext2) filesystem on a floppy and copy the mp3 file onto the diskette.

4. Implementation


4.1. System Startup


  1. Boot from the kernel diskette.
  2. Insert the root floppy when prompted.
  3. When prompted for a /usr diskette, say 'Y'.
  4. Insert the mp3blaster diskette and press Enter.


4.2. Verify that the /usr diskette loaded properly


  bash# mount
  bash# ls -lR /usr


4.3. Check the audio device initialization


  bash# dmesg | more

If everything worked there should be a line or two indicating that the kernel
found the audio hardware. The example below shows how the kernel might report a
Yamaha integrated sound system.

  ymfpci: YMF740C at 0xf4000000 IRQ 10
  ac97_codec: AC97 Audio codec, id: 0x4144:0x5303 (Analog Devices AD1819)


4.4. Test audio output


  bash# echo "Garbage" > /dev/dsp

A short burst of static coming from the PC speakers indicates that sound is
working.

4.5. Play a sample file

Insert the diskette containing the sample audio file.

  mount /dev/fd0 /home
  bash# /usr/bin/mp3blaster

Use mp3blaster to select and play the file /home/torvalds-says-linux.mp3. Use
mp3blaster's mixer controls to adjust the volume as needed.

4.6. System shutdown

Bring the system down gracefully with the shutdown command.


Appendix B. GNU Free Documentation License


Version 1.2, November 2002

Table of Contents


  1._PREAMBLE

  2._APPLICABILITY_AND_DEFINITIONS

  3._VERBATIM_COPYING

  4._COPYING_IN_QUANTITY

  5._MODIFICATIONS

  6._COMBINING_DOCUMENTS

  7._COLLECTIONS_OF_DOCUMENTS

  8._AGGREGATION_WITH_INDEPENDENT_WORKS

  9._TRANSLATION

  10._TERMINATION

  11._FUTURE_REVISIONS_OF_THIS_LICENSE

  12._ADDENDUM:_How_to_use_this_License_for_your_documents


     Copyright (C) 2000,2001,2002 Free Software Foundation, Inc. 59 Temple
     Place, Suite 330, Boston, MA 02111-1307 USA Everyone is permitted to
     copy and distribute verbatim copies of this license document, but
     changing it is not allowed.


1. PREAMBLE

The purpose of this License is to make a manual, textbook, or other functional
and useful document "free" in the sense of freedom: to assure everyone the
effective freedom to copy and redistribute it, with or without modifying it,
either commercially or noncommercially. Secondarily, this License preserves for
the author and publisher a way to get credit for their work, while not being
considered responsible for modifications made by others.
This License is a kind of "copyleft", which means that derivative works of the
document must themselves be free in the same sense. It complements the GNU
General Public License, which is a copyleft license designed for free software.
We have designed this License in order to use it for manuals for free software,
because free software needs free documentation: a free program should come with
manuals providing the same freedoms that the software does. But this License is
not limited to software manuals; it can be used for any textual work,
regardless of subject matter or whether it is published as a printed book. We
recommend this License principally for works whose purpose is instruction or
reference.

2. APPLICABILITY AND DEFINITIONS

This License applies to any manual or other work, in any medium, that contains
a notice placed by the copyright holder saying it can be distributed under the
terms of this License. Such a notice grants a world-wide, royalty-free license,
unlimited in duration, to use that work under the conditions stated herein. The
"Document", below, refers to any such manual or work. Any member of the public
is a licensee, and is addressed as "you". You accept the license if you copy,
modify or distribute the work in a way requiring permission under copyright
law.
A "Modified Version" of the Document means any work containing the Document or
a portion of it, either copied verbatim, or with modifications and/or
translated into another language.
A "Secondary Section" is a named appendix or a front-matter section of the
Document that deals exclusively with the relationship of the publishers or
authors of the Document to the Document's overall subject (or to related
matters) and contains nothing that could fall directly within that overall
subject. (Thus, if the Document is in part a textbook of mathematics, a
Secondary Section may not explain any mathematics.) The relationship could be a
matter of historical connection with the subject or with related matters, or of
legal, commercial, philosophical, ethical or political position regarding them.
The "Invariant Sections" are certain Secondary Sections whose titles are
designated, as being those of Invariant Sections, in the notice that says that
the Document is released under this License. If a section does not fit the
above definition of Secondary then it is not allowed to be designated as
Invariant. The Document may contain zero Invariant Sections. If the Document
does not identify any Invariant Sections then there are none.
The "Cover Texts" are certain short passages of text that are listed, as Front-
Cover Texts or Back-Cover Texts, in the notice that says that the Document is
released under this License. A Front-Cover Text may be at most 5 words, and a
Back-Cover Text may be at most 25 words.
A "Transparent" copy of the Document means a machine-readable copy, represented
in a format whose specification is available to the general public, that is
suitable for revising the document straightforwardly with generic text editors
or (for images composed of pixels) generic paint programs or (for drawings)
some widely available drawing editor, and that is suitable for input to text
formatters or for automatic translation to a variety of formats suitable for
input to text formatters. A copy made in an otherwise Transparent file format
whose markup, or absence of markup, has been arranged to thwart or discourage
subsequent modification by readers is not Transparent. An image format is not
Transparent if used for any substantial amount of text. A copy that is not
"Transparent" is called "Opaque".
Examples of suitable formats for Transparent copies include plain ASCII without
markup, Texinfo input format, LaTeX input format, SGML or XML using a publicly
available DTD, and standard-conforming simple HTML, PostScript or PDF designed
for human modification. Examples of transparent image formats include PNG, XCF
and JPG. Opaque formats include proprietary formats that can be read and edited
only by proprietary word processors, SGML or XML for which the DTD and/or
processing tools are not generally available, and the machine-generated HTML,
PostScript or PDF produced by some word processors for output purposes only.
The "Title Page" means, for a printed book, the title page itself, plus such
following pages as are needed to hold, legibly, the material this License
requires to appear in the title page. For works in formats which do not have
any title page as such, "Title Page" means the text near the most prominent
appearance of the work's title, preceding the beginning of the body of the
text.
A section "Entitled XYZ" means a named subunit of the Document whose title
either is precisely XYZ or contains XYZ in parentheses following text that
translates XYZ in another language. (Here XYZ stands for a specific section
name mentioned below, such as "Acknowledgements", "Dedications",
"Endorsements", or "History".) To "Preserve the Title" of such a section when
you modify the Document means that it remains a section "Entitled XYZ"
according to this definition.
The Document may include Warranty Disclaimers next to the notice which states
that this License applies to the Document. These Warranty Disclaimers are
considered to be included by reference in this License, but only as regards
disclaiming warranties: any other implication that these Warranty Disclaimers
may have is void and has no effect on the meaning of this License.

3. VERBATIM COPYING

You may copy and distribute the Document in any medium, either commercially or
noncommercially, provided that this License, the copyright notices, and the
license notice saying this License applies to the Document are reproduced in
all copies, and that you add no other conditions whatsoever to those of this
License. You may not use technical measures to obstruct or control the reading
or further copying of the copies you make or distribute. However, you may
accept compensation in exchange for copies. If you distribute a large enough
number of copies you must also follow the conditions in section 3.
You may also lend copies, under the same conditions stated above, and you may
publicly display copies.

4. COPYING IN QUANTITY

If you publish printed copies (or copies in media that commonly have printed
covers) of the Document, numbering more than 100, and the Document's license
notice requires Cover Texts, you must enclose the copies in covers that carry,
clearly and legibly, all these Cover Texts: Front-Cover Texts on the front
cover, and Back-Cover Texts on the back cover. Both covers must also clearly
and legibly identify you as the publisher of these copies. The front cover must
present the full title with all words of the title equally prominent and
visible. You may add other material on the covers in addition. Copying with
changes limited to the covers, as long as they preserve the title of the
Document and satisfy these conditions, can be treated as verbatim copying in
other respects.
If the required texts for either cover are too voluminous to fit legibly, you
should put the first ones listed (as many as fit reasonably) on the actual
cover, and continue the rest onto adjacent pages.
If you publish or distribute Opaque copies of the Document numbering more than
100, you must either include a machine-readable Transparent copy along with
each Opaque copy, or state in or with each Opaque copy a computer-network
location from which the general network-using public has access to download
using public-standard network protocols a complete Transparent copy of the
Document, free of added material. If you use the latter option, you must take
reasonably prudent steps, when you begin distribution of Opaque copies in
quantity, to ensure that this Transparent copy will remain thus accessible at
the stated location until at least one year after the last time you distribute
an Opaque copy (directly or through your agents or retailers) of that edition
to the public.
It is requested, but not required, that you contact the authors of the Document
well before redistributing any large number of copies, to give them a chance to
provide you with an updated version of the Document.

5. MODIFICATIONS

You may copy and distribute a Modified Version of the Document under the
conditions of sections 2 and 3 above, provided that you release the Modified
Version under precisely this License, with the Modified Version filling the
role of the Document, thus licensing distribution and modification of the
Modified Version to whoever possesses a copy of it. In addition, you must do
these things in the Modified Version:

  a. Use in the Title Page (and on the covers, if any) a title distinct from
     that of the Document, and from those of previous versions (which should,
     if there were any, be listed in the History section of the Document). You
     may use the same title as a previous version if the original publisher of
     that version gives permission.
  b. List on the Title Page, as authors, one or more persons or entities
     responsible for authorship of the modifications in the Modified Version,
     together with at least five of the principal authors of the Document (all
     of its principal authors, if it has fewer than five), unless they release
     you from this requirement.
  c. State on the Title page the name of the publisher of the Modified Version,
     as the publisher.
  d. Preserve all the copyright notices of the Document.
  e. Add an appropriate copyright notice for your modifications adjacent to the
     other copyright notices.
  f. Include, immediately after the copyright notices, a license notice giving
     the public permission to use the Modified Version under the terms of this
     License, in the form shown in the Addendum below.
  g. Preserve in that license notice the full lists of Invariant Sections and
     required Cover Texts given in the Document's license notice.
  h. Include an unaltered copy of this License.
  i. Preserve the section Entitled "History", Preserve its Title, and add to it
     an item stating at least the title, year, new authors, and publisher of
     the Modified Version as given on the Title Page. If there is no section
     Entitled "History" in the Document, create one stating the title, year,
     authors, and publisher of the Document as given on its Title Page, then
     add an item describing the Modified Version as stated in the previous
     sentence.
  j. Preserve the network location, if any, given in the Document for public
     access to a Transparent copy of the Document, and likewise the network
     locations given in the Document for previous versions it was based on.
     These may be placed in the "History" section. You may omit a network
     location for a work that was published at least four years before the
     Document itself, or if the original publisher of the version it refers to
     gives permission.
  k. For any section Entitled "Acknowledgements" or "Dedications", Preserve the
     Title of the section, and preserve in the section all the substance and
     tone of each of the contributor acknowledgements and/or dedications given
     therein.
  l. Preserve all the Invariant Sections of the Document, unaltered in their
     text and in their titles. Section numbers or the equivalent are not
     considered part of the section titles.
  m. Delete any section Entitled "Endorsements". Such a section may not be
     included in the Modified Version.
  n. Do not retitle any existing section to be Entitled "Endorsements" or to
     conflict in title with any Invariant Section.
  o. Preserve any Warranty Disclaimers.

If the Modified Version includes new front-matter sections or appendices that
qualify as Secondary Sections and contain no material copied from the Document,
you may at your option designate some or all of these sections as invariant. To
do this, add their titles to the list of Invariant Sections in the Modified
Version's license notice. These titles must be distinct from any other section
titles.
You may add a section Entitled "Endorsements", provided it contains nothing but
endorsements of your Modified Version by various parties--for example,
statements of peer review or that the text has been approved by an organization
as the authoritative definition of a standard.
You may add a passage of up to five words as a Front-Cover Text, and a passage
of up to 25 words as a Back-Cover Text, to the end of the list of Cover Texts
in the Modified Version. Only one passage of Front-Cover Text and one of Back-
Cover Text may be added by (or through arrangements made by) any one entity. If
the Document already includes a cover text for the same cover, previously added
by you or by arrangement made by the same entity you are acting on behalf of,
you may not add another; but you may replace the old one, on explicit
permission from the previous publisher that added the old one.
The author(s) and publisher(s) of the Document do not by this License give
permission to use their names for publicity for or to assert or imply
endorsement of any Modified Version.

6. COMBINING DOCUMENTS

You may combine the Document with other documents released under this License,
under the terms defined in section_4 above for modified versions, provided that
you include in the combination all of the Invariant Sections of all of the
original documents, unmodified, and list them all as Invariant Sections of your
combined work in its license notice, and that you preserve all their Warranty
Disclaimers.
The combined work need only contain one copy of this License, and multiple
identical Invariant Sections may be replaced with a single copy. If there are
multiple Invariant Sections with the same name but different contents, make the
title of each such section unique by adding at the end of it, in parentheses,
the name of the original author or publisher of that section if known, or else
a unique number. Make the same adjustment to the section titles in the list of
Invariant Sections in the license notice of the combined work.
In the combination, you must combine any sections Entitled "History" in the
various original documents, forming one section Entitled "History"; likewise
combine any sections Entitled "Acknowledgements", and any sections Entitled
"Dedications". You must delete all sections Entitled "Endorsements".

7. COLLECTIONS OF DOCUMENTS

You may make a collection consisting of the Document and other documents
released under this License, and replace the individual copies of this License
in the various documents with a single copy that is included in the collection,
provided that you follow the rules of this License for verbatim copying of each
of the documents in all other respects.
You may extract a single document from such a collection, and distribute it
individually under this License, provided you insert a copy of this License
into the extracted document, and follow this License in all other respects
regarding verbatim copying of that document.

8. AGGREGATION WITH INDEPENDENT WORKS

A compilation of the Document or its derivatives with other separate and
independent documents or works, in or on a volume of a storage or distribution
medium, is called an "aggregate" if the copyright resulting from the
compilation is not used to limit the legal rights of the compilation's users
beyond what the individual works permit. When the Document is included in an
aggregate, this License does not apply to the other works in the aggregate
which are not themselves derivative works of the Document.
If the Cover Text requirement of section 3 is applicable to these copies of the
Document, then if the Document is less than one half of the entire aggregate,
the Document's Cover Texts may be placed on covers that bracket the Document
within the aggregate, or the electronic equivalent of covers if the Document is
in electronic form. Otherwise they must appear on printed covers that bracket
the whole aggregate.

9. TRANSLATION

Translation is considered a kind of modification, so you may distribute
translations of the Document under the terms of section 4. Replacing Invariant
Sections with translations requires special permission from their copyright
holders, but you may include translations of some or all Invariant Sections in
addition to the original versions of these Invariant Sections. You may include
a translation of this License, and all the license notices in the Document, and
any Warranty Disclaimers, provided that you also include the original English
version of this License and the original versions of those notices and
disclaimers. In case of a disagreement between the translation and the original
version of this License or a notice or disclaimer, the original version will
prevail.
If a section in the Document is Entitled "Acknowledgements", "Dedications", or
"History", the requirement (section 4) to Preserve its Title (section 1) will
typically require changing the actual title.

10. TERMINATION

You may not copy, modify, sublicense, or distribute the Document except as
expressly provided for under this License. Any other attempt to copy, modify,
sublicense or distribute the Document is void, and will automatically terminate
your rights under this License. However, parties who have received copies, or
rights, from you under this License will not have their licenses terminated so
long as such parties remain in full compliance.

11. FUTURE REVISIONS OF THIS LICENSE

The Free Software Foundation may publish new, revised versions of the GNU Free
Documentation License from time to time. Such new versions will be similar in
spirit to the present version, but may differ in detail to address new problems
or concerns. See http://www.gnu.org/copyleft/.
Each version of the License is given a distinguishing version number. If the
Document specifies that a particular numbered version of this License "or any
later version" applies to it, you have the option of following the terms and
conditions either of that specified version or of any later version that has
been published (not as a draft) by the Free Software Foundation. If the
Document does not specify a version number of this License, you may choose any
version ever published (not as a draft) by the Free Software Foundation.

12. ADDENDUM: How to use this License for your documents

To use this License in a document you have written, include a copy of the
License in the document and put the following copyright and license notices
just after the title page:

     Copyright (c) YEAR YOUR NAME. Permission is granted to copy,
     distribute and/or modify this document under the terms of the GNU
     Free Documentation License, Version 1.2 or any later version
     published by the Free Software Foundation; with no Invariant
     Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of
     the license is included in the section entitled "GNU Free
     Documentation License".

If you have Invariant Sections, Front-Cover Texts and Back-Cover Texts, replace
the "with...Texts." line with this:

     with the Invariant Sections being LIST THEIR TITLES, with the Front-
     Cover Texts being LIST, and with the Back-Cover Texts being LIST.

If you have Invariant Sections without Cover Texts, or some other combination
of the three, merge those two alternatives to suit the situation.
If your document contains nontrivial examples of program code, we recommend
releasing these examples in parallel under your choice of free software
license, such as the GNU General Public License, to permit their use in free
software.