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Linux/Documentation/admin-guide/README.rst

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  1 .. _readme:
  2 
  3 Linux kernel release 6.x <http://kernel.org/>
  4 =============================================
  5 
  6 These are the release notes for Linux version 6.  Read them carefully,
  7 as they tell you what this is all about, explain how to install the
  8 kernel, and what to do if something goes wrong.
  9 
 10 What is Linux?
 11 --------------
 12 
 13   Linux is a clone of the operating system Unix, written from scratch by
 14   Linus Torvalds with assistance from a loosely-knit team of hackers across
 15   the Net. It aims towards POSIX and Single UNIX Specification compliance.
 16 
 17   It has all the features you would expect in a modern fully-fledged Unix,
 18   including true multitasking, virtual memory, shared libraries, demand
 19   loading, shared copy-on-write executables, proper memory management,
 20   and multistack networking including IPv4 and IPv6.
 21 
 22   It is distributed under the GNU General Public License v2 - see the
 23   accompanying COPYING file for more details.
 24 
 25 On what hardware does it run?
 26 -----------------------------
 27 
 28   Although originally developed first for 32-bit x86-based PCs (386 or higher),
 29   today Linux also runs on (at least) the Compaq Alpha AXP, Sun SPARC and
 30   UltraSPARC, Motorola 68000, PowerPC, PowerPC64, ARM, Hitachi SuperH, Cell,
 31   IBM S/390, MIPS, HP PA-RISC, Intel IA-64, DEC VAX, AMD x86-64 Xtensa, and
 32   ARC architectures.
 33 
 34   Linux is easily portable to most general-purpose 32- or 64-bit architectures
 35   as long as they have a paged memory management unit (PMMU) and a port of the
 36   GNU C compiler (gcc) (part of The GNU Compiler Collection, GCC). Linux has
 37   also been ported to a number of architectures without a PMMU, although
 38   functionality is then obviously somewhat limited.
 39   Linux has also been ported to itself. You can now run the kernel as a
 40   userspace application - this is called UserMode Linux (UML).
 41 
 42 Documentation
 43 -------------
 44 
 45  - There is a lot of documentation available both in electronic form on
 46    the Internet and in books, both Linux-specific and pertaining to
 47    general UNIX questions.  I'd recommend looking into the documentation
 48    subdirectories on any Linux FTP site for the LDP (Linux Documentation
 49    Project) books.  This README is not meant to be documentation on the
 50    system: there are much better sources available.
 51 
 52  - There are various README files in the Documentation/ subdirectory:
 53    these typically contain kernel-specific installation notes for some
 54    drivers for example. Please read the
 55    :ref:`Documentation/process/changes.rst <changes>` file, as it
 56    contains information about the problems, which may result by upgrading
 57    your kernel.
 58 
 59 Installing the kernel source
 60 ----------------------------
 61 
 62  - If you install the full sources, put the kernel tarball in a
 63    directory where you have permissions (e.g. your home directory) and
 64    unpack it::
 65 
 66      xz -cd linux-6.x.tar.xz | tar xvf -
 67 
 68    Replace "X" with the version number of the latest kernel.
 69 
 70    Do NOT use the /usr/src/linux area! This area has a (usually
 71    incomplete) set of kernel headers that are used by the library header
 72    files.  They should match the library, and not get messed up by
 73    whatever the kernel-du-jour happens to be.
 74 
 75  - You can also upgrade between 6.x releases by patching.  Patches are
 76    distributed in the xz format.  To install by patching, get all the
 77    newer patch files, enter the top level directory of the kernel source
 78    (linux-6.x) and execute::
 79 
 80      xz -cd ../patch-6.x.xz | patch -p1
 81 
 82    Replace "x" for all versions bigger than the version "x" of your current
 83    source tree, **in_order**, and you should be ok.  You may want to remove
 84    the backup files (some-file-name~ or some-file-name.orig), and make sure
 85    that there are no failed patches (some-file-name# or some-file-name.rej).
 86    If there are, either you or I have made a mistake.
 87 
 88    Unlike patches for the 6.x kernels, patches for the 6.x.y kernels
 89    (also known as the -stable kernels) are not incremental but instead apply
 90    directly to the base 6.x kernel.  For example, if your base kernel is 6.0
 91    and you want to apply the 6.0.3 patch, you must not first apply the 6.0.1
 92    and 6.0.2 patches. Similarly, if you are running kernel version 6.0.2 and
 93    want to jump to 6.0.3, you must first reverse the 6.0.2 patch (that is,
 94    patch -R) **before** applying the 6.0.3 patch. You can read more on this in
 95    :ref:`Documentation/process/applying-patches.rst <applying_patches>`.
 96 
 97    Alternatively, the script patch-kernel can be used to automate this
 98    process.  It determines the current kernel version and applies any
 99    patches found::
100 
101      linux/scripts/patch-kernel linux
102 
103    The first argument in the command above is the location of the
104    kernel source.  Patches are applied from the current directory, but
105    an alternative directory can be specified as the second argument.
106 
107  - Make sure you have no stale .o files and dependencies lying around::
108 
109      cd linux
110      make mrproper
111 
112    You should now have the sources correctly installed.
113 
114 Software requirements
115 ---------------------
116 
117    Compiling and running the 6.x kernels requires up-to-date
118    versions of various software packages.  Consult
119    :ref:`Documentation/process/changes.rst <changes>` for the minimum version numbers
120    required and how to get updates for these packages.  Beware that using
121    excessively old versions of these packages can cause indirect
122    errors that are very difficult to track down, so don't assume that
123    you can just update packages when obvious problems arise during
124    build or operation.
125 
126 Build directory for the kernel
127 ------------------------------
128 
129    When compiling the kernel, all output files will per default be
130    stored together with the kernel source code.
131    Using the option ``make O=output/dir`` allows you to specify an alternate
132    place for the output files (including .config).
133    Example::
134 
135      kernel source code: /usr/src/linux-6.x
136      build directory:    /home/name/build/kernel
137 
138    To configure and build the kernel, use::
139 
140      cd /usr/src/linux-6.x
141      make O=/home/name/build/kernel menuconfig
142      make O=/home/name/build/kernel
143      sudo make O=/home/name/build/kernel modules_install install
144 
145    Please note: If the ``O=output/dir`` option is used, then it must be
146    used for all invocations of make.
147 
148 Configuring the kernel
149 ----------------------
150 
151    Do not skip this step even if you are only upgrading one minor
152    version.  New configuration options are added in each release, and
153    odd problems will turn up if the configuration files are not set up
154    as expected.  If you want to carry your existing configuration to a
155    new version with minimal work, use ``make oldconfig``, which will
156    only ask you for the answers to new questions.
157 
158  - Alternative configuration commands are::
159 
160      "make config"      Plain text interface.
161 
162      "make menuconfig"  Text based color menus, radiolists & dialogs.
163 
164      "make nconfig"     Enhanced text based color menus.
165 
166      "make xconfig"     Qt based configuration tool.
167 
168      "make gconfig"     GTK+ based configuration tool.
169 
170      "make oldconfig"   Default all questions based on the contents of
171                         your existing ./.config file and asking about
172                         new config symbols.
173 
174      "make olddefconfig"
175                         Like above, but sets new symbols to their default
176                         values without prompting.
177 
178      "make defconfig"   Create a ./.config file by using the default
179                         symbol values from either arch/$ARCH/defconfig
180                         or arch/$ARCH/configs/${PLATFORM}_defconfig,
181                         depending on the architecture.
182 
183      "make ${PLATFORM}_defconfig"
184                         Create a ./.config file by using the default
185                         symbol values from
186                         arch/$ARCH/configs/${PLATFORM}_defconfig.
187                         Use "make help" to get a list of all available
188                         platforms of your architecture.
189 
190      "make allyesconfig"
191                         Create a ./.config file by setting symbol
192                         values to 'y' as much as possible.
193 
194      "make allmodconfig"
195                         Create a ./.config file by setting symbol
196                         values to 'm' as much as possible.
197 
198      "make allnoconfig" Create a ./.config file by setting symbol
199                         values to 'n' as much as possible.
200 
201      "make randconfig"  Create a ./.config file by setting symbol
202                         values to random values.
203 
204      "make localmodconfig" Create a config based on current config and
205                            loaded modules (lsmod). Disables any module
206                            option that is not needed for the loaded modules.
207 
208                            To create a localmodconfig for another machine,
209                            store the lsmod of that machine into a file
210                            and pass it in as a LSMOD parameter.
211 
212                            Also, you can preserve modules in certain folders
213                            or kconfig files by specifying their paths in
214                            parameter LMC_KEEP.
215 
216                    target$ lsmod > /tmp/mylsmod
217                    target$ scp /tmp/mylsmod host:/tmp
218 
219                    host$ make LSMOD=/tmp/mylsmod \
220                            LMC_KEEP="drivers/usb:drivers/gpu:fs" \
221                            localmodconfig
222 
223                            The above also works when cross compiling.
224 
225      "make localyesconfig" Similar to localmodconfig, except it will convert
226                            all module options to built in (=y) options. You can
227                            also preserve modules by LMC_KEEP.
228 
229      "make kvm_guest.config"   Enable additional options for kvm guest kernel
230                                support.
231 
232      "make xen.config"   Enable additional options for xen dom0 guest kernel
233                          support.
234 
235      "make tinyconfig"  Configure the tiniest possible kernel.
236 
237    You can find more information on using the Linux kernel config tools
238    in Documentation/kbuild/kconfig.rst.
239 
240  - NOTES on ``make config``:
241 
242     - Having unnecessary drivers will make the kernel bigger, and can
243       under some circumstances lead to problems: probing for a
244       nonexistent controller card may confuse your other controllers.
245 
246     - A kernel with math-emulation compiled in will still use the
247       coprocessor if one is present: the math emulation will just
248       never get used in that case.  The kernel will be slightly larger,
249       but will work on different machines regardless of whether they
250       have a math coprocessor or not.
251 
252     - The "kernel hacking" configuration details usually result in a
253       bigger or slower kernel (or both), and can even make the kernel
254       less stable by configuring some routines to actively try to
255       break bad code to find kernel problems (kmalloc()).  Thus you
256       should probably answer 'n' to the questions for "development",
257       "experimental", or "debugging" features.
258 
259 Compiling the kernel
260 --------------------
261 
262  - Make sure you have at least gcc 5.1 available.
263    For more information, refer to :ref:`Documentation/process/changes.rst <changes>`.
264 
265  - Do a ``make`` to create a compressed kernel image. It is also possible to do
266    ``make install`` if you have lilo installed or if your distribution has an
267    install script recognised by the kernel's installer. Most popular
268    distributions will have a recognized install script. You may want to
269    check your distribution's setup first.
270 
271    To do the actual install, you have to be root, but none of the normal
272    build should require that. Don't take the name of root in vain.
273 
274  - If you configured any of the parts of the kernel as ``modules``, you
275    will also have to do ``make modules_install``.
276 
277  - Verbose kernel compile/build output:
278 
279    Normally, the kernel build system runs in a fairly quiet mode (but not
280    totally silent).  However, sometimes you or other kernel developers need
281    to see compile, link, or other commands exactly as they are executed.
282    For this, use "verbose" build mode.  This is done by passing
283    ``V=1`` to the ``make`` command, e.g.::
284 
285      make V=1 all
286 
287    To have the build system also tell the reason for the rebuild of each
288    target, use ``V=2``.  The default is ``V=0``.
289 
290  - Keep a backup kernel handy in case something goes wrong.  This is
291    especially true for the development releases, since each new release
292    contains new code which has not been debugged.  Make sure you keep a
293    backup of the modules corresponding to that kernel, as well.  If you
294    are installing a new kernel with the same version number as your
295    working kernel, make a backup of your modules directory before you
296    do a ``make modules_install``.
297 
298    Alternatively, before compiling, use the kernel config option
299    "LOCALVERSION" to append a unique suffix to the regular kernel version.
300    LOCALVERSION can be set in the "General Setup" menu.
301 
302  - In order to boot your new kernel, you'll need to copy the kernel
303    image (e.g. .../linux/arch/x86/boot/bzImage after compilation)
304    to the place where your regular bootable kernel is found.
305 
306  - Booting a kernel directly from a storage device without the assistance
307    of a bootloader such as LILO or GRUB, is no longer supported in BIOS
308    (non-EFI systems). On UEFI/EFI systems, however, you can use EFISTUB
309    which allows the motherboard to boot directly to the kernel.
310    On modern workstations and desktops, it's generally recommended to use a
311    bootloader as difficulties can arise with multiple kernels and secure boot.
312    For more details on EFISTUB,
313    see "Documentation/admin-guide/efi-stub.rst".
314 
315  - It's important to note that as of 2016 LILO (LInux LOader) is no longer in
316    active development, though as it was extremely popular, it often comes up
317    in documentation. Popular alternatives include GRUB2, rEFInd, Syslinux,
318    systemd-boot, or EFISTUB. For various reasons, it's not recommended to use
319    software that's no longer in active development.
320 
321  - Chances are your distribution includes an install script and running
322    ``make install`` will be all that's needed. Should that not be the case
323    you'll have to identify your bootloader and reference its documentation or
324    configure your EFI.
325 
326 Legacy LILO Instructions
327 ------------------------
328 
329 
330  - If you use LILO the kernel images are specified in the file /etc/lilo.conf.
331    The kernel image file is usually /vmlinuz, /boot/vmlinuz, /bzImage or
332    /boot/bzImage. To use the new kernel, save a copy of the old image and copy
333    the new image over the old one. Then, you MUST RERUN LILO to update the
334    loading map! If you don't, you won't be able to boot the new kernel image.
335 
336  - Reinstalling LILO is usually a matter of running /sbin/lilo. You may wish
337    to edit /etc/lilo.conf to specify an entry for your old kernel image
338    (say, /vmlinux.old) in case the new one does not work. See the LILO docs
339    for more information.
340 
341  - After reinstalling LILO, you should be all set. Shutdown the system,
342    reboot, and enjoy!
343 
344  - If you ever need to change the default root device, video mode, etc. in the
345    kernel image, use your bootloader's boot options where appropriate. No need
346    to recompile the kernel to change these parameters.
347 
348  - Reboot with the new kernel and enjoy.
349 
350 
351 If something goes wrong
352 -----------------------
353 
354 If you have problems that seem to be due to kernel bugs, please follow the
355 instructions at 'Documentation/admin-guide/reporting-issues.rst'.
356 
357 Hints on understanding kernel bug reports are in
358 'Documentation/admin-guide/bug-hunting.rst'. More on debugging the kernel
359 with gdb is in 'Documentation/dev-tools/gdb-kernel-debugging.rst' and
360 'Documentation/dev-tools/kgdb.rst'.

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