Article metadata

Copyright CC BY-SA 4.0. See licensing for additional details
Author
- whk
Created 2014-11-13
Last updated: 2015-04-05
Changes
- 2015-01-24: Moved from docs to erpetu and updated metadata
- 2015-04-05: Added intro comments

Development Workstation Install

Installation and configuration of a development workstation running Gentoo Linux

Comments

This represents my move to Gentoo after many years of running Ubuntu. I have attempted to consolidate false paths to match how the final system turned out so the configuration can be reproduced but I may have missed something. For a more consistent build example see Development Workstation Install on Intel NUC 5i5RYK which is my second attempt after using Gentoo for a couple of months.

Configure Disks

Remove old md raid config

mdadm --detail /dev/md127
#    /dev/md127:
#            Version : 1.2
#      Creation Time : Sun Sep 25 00:06:59 2011
#         Raid Level : raid5
#         Array Size : 2930284032 (2794.54 GiB 3000.61 GB)
#      Used Dev Size : 976761344 (931.51 GiB 1000.20 GB)
#       Raid Devices : 4
#      Total Devices : 4
#        Persistence : Superblock is persistent
#
#        Update Time : Thu Nov 13 03:55:11 2014
#              State : clean 
#     Active Devices : 4
#    Working Devices : 4
#     Failed Devices : 0
#      Spare Devices : 0
#
#             Layout : left-symmetric
#         Chunk Size : 512K
#
#        Number   Major   Minor   RaidDevice State
#           4       8       64        0      active sync   /dev/sde
#           6       8       32        1      active sync   /dev/sdc
#           3       8       48        2      active sync   /dev/sdd
#           5       8        0        3      active sync   /dev/sda

mdadm --stop /dev/md127

Partition drives using cgdisk

cgdisk /dev/sdb
    * New
        - 2048 (default)
        - 4M
        - EF02
        - grub2biosboot
    * New 
        - 10240 (default)
        - 234431375 (default)
        - 8300 (default)
        - root
    * Write

gdisk /dev/sdb
    GPT fdisk (gdisk) version 0.8.10

    Partition table scan:
      MBR: protective
      BSD: not present
      APM: not present
      GPT: present

    Found valid GPT with protective MBR; using GPT.

    Command (? for help): p
    Disk /dev/sdb: 234441648 sectors, 111.8 GiB
    Logical sector size: 512 bytes
    Disk identifier (GUID): 287FEB34-C8F0-4223-B73E-03B101DD3EF1
    Partition table holds up to 128 entries
    First usable sector is 34, last usable sector is 234441614
    Partitions will be aligned on 2048-sector boundaries
    Total free space is 2014 sectors (1007.0 KiB)

    Number  Start (sector)    End (sector)  Size       Code  Name
       1            2048           10239   4.0 MiB     EF02  grub2biosboot
       2           10240       234441614   111.8 GiB   8300  root

    Command (? for help): q

cgdisk /dev/sda
    * New
        - 2048 (default)
        - 16G
        - 8200
        - swap
    * New 
        - 33556480 (default)
        - 1919968655 (default)
        - 8300
        - btrfsraid

    * Backup
        - /tmp/raid.part
    * Write
    * Quit

cgdisk /dev/sdc
    * Load
        - /tmp/raid.part
    * Write
    * Quit

cgdisk /dev/sdd
    * Load
        - /tmp/raid.part
    * Write
    * Quit

cgdisk /dev/sde
    * Load
        - /tmp/raid.part
    * Write
    * Quit

gdisk /dev/sda 
    GPT fdisk (gdisk) version 0.8.10

    Partition table scan:
      MBR: protective
      BSD: not present
      APM: not present
      GPT: present

    Found valid GPT with protective MBR; using GPT.

    Command (? for help): print
    Disk /dev/sda: 1953525168 sectors, 931.5 GiB
    Logical sector size: 512 bytes
    Disk identifier (GUID): 0505A724-5723-4E3A-B4A2-09DACFCD7A8A
    Partition table holds up to 128 entries
    First usable sector is 34, last usable sector is 1953525134
    Partitions will be aligned on 2048-sector boundaries
    Total free space is 2014 sectors (1007.0 KiB)

    Number  Start (sector)    End (sector)  Size       Code  Name
       1            2048        33556479   16.0 GiB    8200  swap
       2        33556480      1953525134   915.5 GiB   8300  btrfsraid

    Command (? for help): q

Setup swap

mkswap /dev/sda1 --label swap1
mkswap /dev/sdc1 --label swap2
mkswap /dev/sdd1 --label swap3
mkswap /dev/sde1 --label swap4
swapon -L swap1
swapon -L swap2
swapon -L swap3
swapon -L swap4
swapon --summary
#    Filename                                Type        Size    Used     Priority
#    /dev/sda1                               partition   16777212        0       -1
#    /dev/sdc1                               partition   16777212        0       -2
#    /dev/sdd1                               partition   16777212        0       -3
#    /dev/sde1                               partition   16777212        0       -4

Make file systems

mkfs.btrfs -L SSD /dev/sdb2
mkfs.btrfs -m raid10 -d raid10 -L RAID /dev/sda2 /dev/sdc2 /dev/sdd2 /dev/sde2

mkdir /mnt/ssd
mount /dev/sdb2 /mnt/ssd
btrfs filesystem df /mnt/ssd

mkdir -p /mnt/raid
mount  /dev/sda2 /mnt/raid
btrfs filesystem df /mnt/raid

btrfs subvol create /mnt/ssd/root
btrfs subvol create /mnt/ssd/root/boot
btrfs subvol create /mnt/ssd/root/usr
btrfs subvol create /mnt/ssd/root/etc
btrfs subvol create /mnt/ssd/root/var
btrfs subvol list   /mnt/ssd

btrfs subvol create /mnt/raid/home
btrfs subvol create /mnt/raid/data
btrfs subvol create /mnt/raid/share
btrfs subvol create /mnt/raid/opt

mount -t btrfs -osubvol=root,noatime,autodefrag,ssd --label SSD /mnt/gentoo

mkdir -p /mnt/gentoo/home
mkdir -p /mnt/gentoo/data
mkdir -p /mnt/gentoo/usr/share
mkdir -p /mnt/gentoo/opt

mount -t btrfs -osubvol=home,noatime,autodefrag --label RAID /mnt/gentoo/home
mount -t btrfs -osubvol=data,noatime,autodefrag --label RAID /mnt/gentoo/data
mount -t btrfs -osubvol=share,noatime,autodefrag --label RAID /mnt/gentoo/usr/share
mount -t btrfs -osubvol=opt,noatime,autodefrag --label RAID /mnt/gentoo/opt

Install stage 3

Download stage3-amd64-hardened-20141113.tar.bz2

Install the stage 3 tar ball

cd /mnt/gentoo
tar -xvjpf /tmp/stage3-amd64-hardened-20141113.tar.bz2

/mnt/gentoo/etc/portage/make.conf

Set compiler flags

cd etc/portage
cp make.conf make.conf.orig
vi make.conf

--- make.conf.orig      2014-11-15 21:05:37.228825741 +0000
+++ make.conf   2014-11-15 21:08:56.249822275 +0000
@@ -2,8 +2,11 @@
 # built this stage.
 # Please consult /usr/share/portage/config/make.conf.example for a more
 # detailed example.
-CFLAGS="-O2 -pipe"
+CFLAGS="-march=native -O2 -pipe"
 CXXFLAGS="${CFLAGS}"
+# Increase number of parallel compilations
+MAKEOPTS="-j7"
+
 # WARNING: Changing your CHOST is not something that should be done lightly.
 # Please consult http://www.gentoo.org/doc/en/change-chost.xml before changing.
 CHOST="x86_64-pc-linux-gnu"

Add mirrors

cp make.conf make.conf.compiler
mirrorselect -i -o >> /mnt/gentoo/etc/portage/make.conf
mirrorselect -i -r -o >> /mnt/gentoo/etc/portage/make.conf

--- make.conf.compiler  2014-11-15 21:12:26.000818622 +0000
+++ make.conf   2014-11-15 21:16:57.413813895 +0000
@@ -16,3 +16,7 @@
 PORTDIR="/usr/portage"
 DISTDIR="${PORTDIR}/distfiles"
 PKGDIR="${PORTDIR}/packages"
+
+GENTOO_MIRRORS="rsync://mirror.mcs.anl.gov/gentoo/ rsync://rsync.gtlib.gatech.edu/gentoo http://gentoo.osuosl.org/"
+
+SYNC="rsync://rsync.us.gentoo.org/gentoo-portage"

Enter chroot environment and configure

cp -L /etc/resolv.conf /mnt/gentoo/etc/

mount -t proc proc /mnt/gentoo/proc
mount --rbind /sys /mnt/gentoo/sys
mount --rbind /dev /mnt/gentoo/dev

cp /etc/mtab /mnt/gentoo/etc/mtab
vi /mnt/gentoo/etc/mtab

/dev/sdb2 / btrfs rw,noatime,subvol=root,autodefrag,ssd 0 0
/dev/sda2 /home btrfs rw,noatime,subvol=home,autodefrag 0 0
/dev/sda2 /data btrfs rw,noatime,subvol=data,autodefrag 0 0
/dev/sda2 /usr/share btrfs rw,noatime,subvol=share,autodefrag 0 0
/dev/sda2 /opt btrfs rw,noatime,subvol=opt,autodefrag 0 0
proc /proc proc rw 0 0
/sys /sys none rw,bind,rbind 0 0
/dev /dev none rw,bind,rbind 0 0


chroot /mnt/gentoo /bin/bash
source /etc/profile
export PS1="(chroot) $PS1"

emerge-webrsync
emerge --sync
eselect news list
eselect news read
eselect profile list

cp make.conf make.conf.portage

--- make.conf.portage   2014-11-15 21:34:29.491795573 +0000
+++ make.conf   2014-11-15 21:43:16.750786391 +0000
@@ -12,7 +12,7 @@
 CHOST="x86_64-pc-linux-gnu"
 # These are the USE flags that were used in addition to what is provided by the
 # profile used for building.
-USE="bindist mmx sse sse2"
+USE="bindist mmx sse sse2 acpi bash-completion branding crypt git gpm gzip hardened lm_sensors"
 PORTDIR="/usr/portage"
 DISTDIR="${PORTDIR}/distfiles"
 PKGDIR="${PORTDIR}/packages"

echo "UTC" >/etc/timezone
emerge --config sys-libs/timezone-data

cd /etc
cp locale.gen locale.gen.orig

-- locale.gen.orig     2014-11-15 21:49:07.267780287 +0000
+++ locale.gen  2014-11-15 21:49:37.439779761 +0000
@@ -15,8 +15,8 @@
 # rebuilt for you.  After updating this file, you can simply run `locale-gen`
 # yourself instead of re-emerging glibc.

-#en_US ISO-8859-1
-#en_US.UTF-8 UTF-8
+en_US ISO-8859-1
+en_US.UTF-8 UTF-8
 #ja_JP.EUC-JP EUC-JP
 #ja_JP.UTF-8 UTF-8
 #ja_JP EUC-JP

locale-gen

eselect locale list
Available targets for the LANG variable:
  [1]   C
  [2]   en_US
  [3]   en_US.iso88591
  [4]   en_US.utf8
  [5]   POSIX
  [ ]   (free form)

eselect locale set 4
Setting LANG to en_US.utf8 ...
Run ". /etc/profile" to update the variable in your shell.

env-update && source /etc/profile
export PS1="(chroot) $PS1"

emerge vim

Kernel

Create sane kernel based on livedvd

emerge gentoo-sources
cd /usr/src/linux
# Accept defaults for (NEW) items
make localyesconfig

Customize kernel

make menuconfig

General setup
- Initramfs source file(s)
  - /usr/src/linux/initramfs/initramfs_list
Device Drivers
- Generic Driver Optins
  - Automount devtmpfs at /dev, after the kernel mounted the rootfs
- Network Device support
  - Ethernet driver suppot
    - Realtek 8169 gigabit ethernet support
- Input device support
  - Event interface --- needed for Xorg
- Graphics Support
  - Console display driver support
  - Framebuffer Console support
  - Direct Rendering Manager
  - Nouveau (nVidia) cards
File Systems
- Btrfs filesystem support
  - Btrfs POSIX Access Control Lists
- Btrfs will run sanity tests upon loading
TODO: find a nice printy print for linux config file

Configure initramfs files

chmod +x usr/gen_init_cpio scripts/gen_initramfs_list.sh 
mkdir initramfs

initramfs/initramfs_list

# directory structure
dir /proc       755 0 0
dir /usr        755 0 0
dir /bin        755 0 0
dir /sys        755 0 0
dir /var        755 0 0
dir /lib64      755 0 0
dir /sbin       755 0 0
dir /mnt        755 0 0
dir /mnt/root   755 0 0
dir /mnt/boot   755 0 0
dir /etc        755 0 0
dir /root       700 0 0
dir /dev        755 0 0

# Required devices
nod /dev/console 0622 0 0 c 5 1
nod /dev/tty0    0622 0 0 c 4 0

# busybox
file /bin/busybox               /bin/busybox            755 0 0

#
# fsck deps
#
file /sbin/fsck                 /sbin/fsck              755 0 0
file /lib64/libmount.so.1       /lib64/libmount.so.1    755 0 0
file /lib64/libblkid.so.1       /lib64/libblkid.so.1    755 0 0
file /lib64/libc.so.6           /lib64/libc.so.6        755 0 0
file /lib64/libuuid.so.1        /lib64/libuuid.so.1     755 0 0
file /lib64/ld-linux-x86-64.so.2  /lib64/ld-linux-x86-64.so.2 755 0 0

#
#  fsck.ext3 and added deps
#
file /sbin/fsck.ext3            /sbin/fsck.ext3         755 0 0
file /lib64/libext2fs.so.2      /lib64/libext2fs.so.2   755 0 0
file /lib64/libcom_err.so.2     /lib64/libcom_err.so.2  755 0 0
file /lib64/libe2p.so.2         /lib64/libe2p.so.2      755 0 0
file /lib64/libpthread.so.0     /lib64/libpthread.so.0  755 0 0

#
# btrfs utils and added deps
#
file /sbin/btrfs                /sbin/btrfs             755 0 0
file /sbin/btrfs-convert        /sbin/btrfs-convert     755 0 0
file /sbin/btrfs-debug-tree     /sbin/btrfs-debug-tree  755 0 0
file /sbin/btrfs-find-root      /sbin/btrfs-find-root   755 0 0
file /sbin/btrfs-image          /sbin/btrfs-image       755 0 0
file /sbin/btrfs-map-logical    /sbin/btrfs-map-logical 755 0 0
file /sbin/btrfs-show-super     /sbin/btrfs-show-super  755 0 0
file /sbin/btrfs-zero-log       /sbin/btrfs-zero-log    755 0 0
file /sbin/btrfsck              /sbin/btrfsck           755 0 0
file /sbin/btrfstune            /sbin/btrfstune         755 0 0
file /sbin/mkfs.btrfs           /sbin/mkfs.btrfs        755 0 0
file /lib64/libz.so.1           /lib64/libz.so.1        755 0 0
file /lib64/liblzo2.so.2        /usr/lib64/liblzo2.so.2 755 0 0

#
# Nano editor and added deps
#
file /sbin/nano                 /usr/bin/nano           755 0 0
file /lib64/libncursesw.so.5    /lib64/libncursesw.so.5 755 0 0
file /lib64/libdl.so.2          /lib64/libdl.so.2       755 0 0

#
#  mknod and added deps
#
file /sbin/mknod                /bin/mknod              755 0 0

#
#  more viewer
#
file /sbin/more                 /bin/more               755 0 0

#
#  init script
#
file    /init                   /usr/src/linux/initramfs/init             755 0 0

#
#  fstab
#
file    /etc/fstab              /usr/src/linux/initramfs/fstab  644 0 0

initramfs/init

#!/bin/busybox sh

rescue_shell() {
    echo "$@"
    echo "Something went wrong. Dropping you to a shell."
    busybox --install -s
    exec /bin/sh
}

mount_root() {
    echo "scanning for btrfs filesystems.... will take about 5-10 seconds"
#
#  earlier versions of btrfs required devices on scan.  As of around 0.19.11 or so 
#  this now is a syntax error.  Also specifying the device= options in the fstab for
#  the root subvolume probably make this unnecessary now
#
#    /sbin/btrfs device scan /dev/sda /dev/sdb
    /sbin/btrfs device scan
    echo "mounting /mnt/root"
    mount /mnt/root
    mount /mnt/root/usr/share
}

# temporarily mount proc and sys
mount -t proc none /proc
mount -t sysfs none /sys
mount -t devtmpfs none /dev

# disable kernel messages from popping onto the screen
echo 0 > /proc/sys/kernel/printk

# clear the screen
clear

# mounting rootfs on /mnt/root
mount_root || rescue_shell "Error with uuidlabel_root"

cat /proc/mounts >/mnt/root/root/mounts.txt
ls -l / >/mnt/root/root/lsroot.txt
ls -l /dev >/mnt/root/root/lsdev.txt
env >/mnt/root/root/env.txt
echo "All done. Switching to real root."

# clean up. The init process will remount proc sys and dev later
umount /proc
umount /sys
umount /dev

# switch to the real root and execute init
exec switch_root /mnt/root /sbin/init

initramfs/fstab

LABEL=SSD              /mnt/root               btrfs subvol=root,noatime,autodefrag,ssd   0 0
LABEL=RAID             /mnt/root/usr/share     btrfs subvol=share,noatime,autodefrag     0 0

btrfs
```
emerge btrfs-progs
```

Make the kernel

make && make modules_install
cp .config /boot/config-3.16.5-gentoo
cp System.map /boot/System.map-3.16.5-gentoo
cp arch/x86_64/boot/bzImage /boot/kernel-3.16.5-gentoo

Configure the machine

/etc/fstab

LABEL=SSD               /               btrfs subvol=root,noatime,autodefrag,ssd   0 1
LABEL=RAID              /home           btrfs subvol=home,noatime,autodefrag      1 2
LABEL=RAID              /data           btrfs subvol=data,noatime,autodefrag      1 2
LABEL=RAID              /usr/share      btrfs subvol=share,noatime,autodefrag     0 2
LABEL=RAID              /opt            btrfs subvol=opt,noatime,autodefrag       0 2
LABEL=swap1             none            swap            sw              0 0
LABEL=swap2             none            swap            sw              0 0
LABEL=swap3             none            swap            sw              0 0
LABEL=swap4             none            swap            sw              0 0

/etc/conf.d/hostname

# Set to the hostname of this machine
hostname="cerberus"

/etc/conf.d/net
```
dns_domain_lo="umbisag.local"
```

emerge --noreplace netifrc

/etc/conf.d/net

dns_domain_lo="umbisag.local"
config_enp3s0="dhcp"

cd /etc/init.d
ln -s net.lo net.enp3s0
rc-update add net.enp3s0 default

# set root password
passwd

emerge syslog-ng
rc-update add syslog-ng default

emerge cronie
rc-update add cronie default

emerge dhcpcd

emerge sys-boot/grub
emerge gptfdisk

mkdir -p /boot/grub
grub2-mkconfig -o /boot/grub/grub.cfg

grub2-install /dev/sdb

Some other packages

Console mouse

emerge sys-utils/gpm

Reboot and install X and LXDE

Reboot
```
shutdown -r now
```

/etc/portage/package.use

# Required for 
x11-base/xorg-server udev
=dev-libs/libxml2-2.9.1-r4 python
# required by sys-auth/polkit-0.112-r2[-systemd]
# required by lxde-base/lxsession-0.4.9.2-r1
# required by lxde-base/lxde-meta-0.5.5-r3
# required by lxde-meta (argument)
=sys-auth/consolekit-0.4.6 policykit
# required by x11-wm/openbox-3.5.2-r1
# required by lxde-base/lxde-meta-0.5.5-r3
# required by lxde-meta (argument)
=x11-libs/pango-1.36.5 X
# required by x11-libs/gtk+-2.24.24
# required by lxde-base/lxterminal-0.1.11
# required by lxde-base/lxde-meta-0.5.5-r3
# required by lxde-meta (argument)
=x11-libs/cairo-1.12.16 X
# required by virtual/libgudev-215-r1[-systemd]
# required by gnome-base/gvfs-1.20.2
# required by x11-libs/libfm-1.1.4[automount,-udisks]
# required by x11-misc/pcmanfm-1.1.2
# required by lxde-base/lxde-meta-0.5.5-r3
# required by lxde-meta (argument)
=sys-fs/udev-216 gudev

/etc/portage/make.conf

--- make.conf.before_xorg       2014-11-23 02:17:28.037959193 +0000
+++ make.conf   2014-11-23 02:19:00.861954004 +0000
@@ -19,3 +19,5 @@
 GENTOO_MIRRORS="rsync://mirror.mcs.anl.gov/gentoo/
 rsync://rsync.gtlib.gatech.edu/gentoo http://gentoo.osuosl.org/"

  SYNC="rsync://rsync.us.gentoo.org/gentoo-portage"
  +# XORG Config
  +VIDEO_CARDS="nouveau"

Install xorg-server and LXDE

emerge --ask xorg-server
emerge -av lxde-meta
echo "exec startlxde" >>~/.xinitrc
startx
# <CTRL>-<ALT>-<BACKSPACE> nor logout allowed me to get back to console.  Had
# to hard reboot.  Need to find lxde setting for keys

slim

install

emerge --ask x11-misc/slim

set xdm to use as display manager in /etc/conf.d/xdm

--- /etc/conf.d/xdm.orig        2014-11-23 18:24:58.941996910 +0000
+++ /etc/conf.d/xdm     2014-11-23 18:25:13.202996806 +0000
@@ -7,4 +7,4 @@

 # What display manager do you use ?  [ xdm | gdm | kdm | gpe | entrance ]
  # NOTE: If this is set in /etc/rc.conf, that setting will override this one.
  -DISPLAYMANAGER="xdm"
  +DISPLAYMANAGER="slim"

Configure to start
```
rc-update add xdm default
```

Configure slim to start lxde by default
- /etc/env.d/90xsession
```
XSESSION="lxde"
```
- Update environment
```
env-update
```
Configure lxde to rotate monitors on startup
- Add to /etc/xdg/lxsession/LXDE/autostart
  
  xrandr --output DVI-I-2 --rotate left --primary --left-of DVI-I-1 --output DVI-I-1 --rotate left
Install xscreensaver so lock screen works
```
emerge --ask x11-misc/xscreensaver
```

Accounts

whk

useradd -m -G users,wheel,audio,cdrom,usb,video -s /bin/bash whk
passwd whk

PAM and sudo

gentoolkit to get revdep-rebuild
- Add to /etc/portage/make.conf
  
  USE_PYTHON='2.7 3.3'
- Update python
```
python-updater
emerge --ask gentoolkit
```

/etc/portage/make.conf

--- make.conf.before.pam    2014-11-23 21:41:13.849833433 +0000
+++ make.conf   2014-11-23 21:41:46.811830790 +0000
@@ -11,7 +11,7 @@
 CHOST="x86_64-pc-linux-gnu"
 # These are the USE flags that were used in addition to what is provided by the
 # profile used for building.
-USE="bindist mmx sse sse2 acpi bash-completion branding crypt git gpm gzip hardened lm_sensors"
+USE="bindist mmx sse sse2 acpi bash-completion branding crypt git gpm gzip hardened lm_sensors pam"
 PORTDIR="/usr/portage"
 DISTDIR="${PORTDIR}/distfiles"
 PKGDIR="${PORTDIR}/packages"

Rebuild everything necessary with pam

emerge --sync
emerge --ask --update --deep --newuse --with-bdeps=y @world
# Check what would be removed
emerge -p --depclean
# If happy then remove them
emerge --ask --depclean
revdep-rebuild

sudo
```
emerge sudo
```

/etc/sudoers

--- /etc/sudoers.orig   2014-11-24 03:25:49.009992038 +0000
+++ /etc/sudoers    2014-11-24 03:26:02.742991604 +0000
@@ -73,7 +73,7 @@
 root ALL=(ALL) ALL

 ## Uncomment to allow members of group wheel to execute any command
-# %wheel ALL=(ALL) ALL
+%wheel ALL=(ALL) ALL

 ## Same thing without a password
 # %wheel ALL=(ALL) NOPASSWD: ALL

Free Software (Mostly)

Set to only install free software. Keeping binary blobs for now

--- /etc/portage/make.conf.before.free  2014-11-23 21:46:07.801809858 +0000
+++ /etc/portage/make.conf  2014-11-23 21:59:26.566745796 +0000
@@ -21,3 +21,5 @@
 SYNC="rsync://rsync.us.gentoo.org/gentoo-portage"
 # XORG Config
 VIDEO_CARDS="nouveau"
+# Only accept FSF & OSI marked Free licenses and for now accept binary blobs
+ACCEPT_LICENSE="-* @FREE freedist"

Clean up kernel

Experiment with removing a few things from the kernel. This will be an ongoing tuning until prefered settings are determined

Size changes after doing following

Original

ls -l /boot/kernel-3.16.5-gentoo 
  -rw-r--r-- 1 root root 9192224 Nov 23 00:16 /boot/kernel-3.16.5-gentoo

New

ls -l /boot/kernel-3.16.5-gentoo 
  -rw-r--r-- 1 root root 8237936 Nov 24 04:22 /boot/kernel-3.16.5-gentoo

Original driver support

00:00.0 Host bridge: Advanced Micro Devices, Inc. [AMD/ATI] RD890 Northbridge only single slot PCI-e GFX Hydra part (rev 02)
    Subsystem: Advanced Micro Devices, Inc. [AMD/ATI] RD890 Northbridge only single slot PCI-e GFX Hydra part
00:02.0 PCI bridge: Advanced Micro Devices, Inc. [AMD/ATI] RD890 PCI to PCI bridge (PCI express gpp port B)
    Kernel driver in use: pcieport
00:05.0 PCI bridge: Advanced Micro Devices, Inc. [AMD/ATI] RD890 PCI to PCI bridge (PCI express gpp port E)
    Kernel driver in use: pcieport
00:07.0 PCI bridge: Advanced Micro Devices, Inc. [AMD/ATI] RD890 PCI to PCI bridge (PCI express gpp port G)
    Kernel driver in use: pcieport
00:11.0 SATA controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 SATA Controller [IDE mode] (rev 40)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ahci
00:12.0 USB controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 USB OHCI0 Controller
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ohci-pci
00:12.2 USB controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 USB EHCI Controller
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ehci-pci
00:13.0 USB controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 USB OHCI0 Controller
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ohci-pci
00:13.2 USB controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 USB EHCI Controller
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ehci-pci
00:14.0 SMBus: Advanced Micro Devices, Inc. [AMD/ATI] SBx00 SMBus Controller (rev 42)
00:14.1 IDE interface: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 IDE Controller (rev 40)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: pata_atiixp
00:14.2 Audio device: Advanced Micro Devices, Inc. [AMD/ATI] SBx00 Azalia (Intel HDA) (rev 40)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: snd_hda_intel
00:14.3 ISA bridge: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 LPC host controller (rev 40)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
00:14.4 PCI bridge: Advanced Micro Devices, Inc. [AMD/ATI] SBx00 PCI to PCI Bridge (rev 40)
00:14.5 USB controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 USB OHCI2 Controller
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ohci-pci
00:16.0 USB controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 USB OHCI0 Controller
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ohci-pci
00:16.2 USB controller: Advanced Micro Devices, Inc. [AMD/ATI] SB7x0/SB8x0/SB9x0 USB EHCI Controller
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: ehci-pci
00:18.0 Host bridge: Advanced Micro Devices, Inc. [AMD] Family 10h Processor HyperTransport Configuration
00:18.1 Host bridge: Advanced Micro Devices, Inc. [AMD] Family 10h Processor Address Map
00:18.2 Host bridge: Advanced Micro Devices, Inc. [AMD] Family 10h Processor DRAM Controller
00:18.3 Host bridge: Advanced Micro Devices, Inc. [AMD] Family 10h Processor Miscellaneous Control
    Kernel driver in use: k10temp
00:18.4 Host bridge: Advanced Micro Devices, Inc. [AMD] Family 10h Processor Link Control
02:00.0 USB controller: NEC Corporation uPD720200 USB 3.0 Host Controller (rev 03)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: xhci_hcd
03:00.0 Ethernet controller: Realtek Semiconductor Co., Ltd. RTL8111/8168/8411 PCI Express Gigabit Ethernet Controller (rev 06)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 7640
    Kernel driver in use: r8169
04:00.0 VGA compatible controller: NVIDIA Corporation GF110 [GeForce GTX 580] (rev a1)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 2550
    Kernel driver in use: nouveau
04:00.1 Audio device: NVIDIA Corporation GF110 High Definition Audio Controller (rev a1)
    Subsystem: Micro-Star International Co., Ltd. [MSI] Device 2550
    Kernel driver in use: snd_hda_intel

Items to turn off
- Processor type and features
  - Supported processor vendors
    - Support Intel processors
    - Support Centaur processors
  - IBM Calgary IOMMU support
  - Intel MCE features
  - Dell laptop support
  - Intel microcode loading support
- Power management and ACPI options
  - ACPI (Advanced Configuration and Power Interface) Support
- Bus options
  - PCCard (PCMCIA/CardBus) support
- Device Drivers
  - Macintosh device drivers
  - Ultra Wideband devices
  - LED Support
  - Accessibility support
  - InfiniBand support
- File Systems
  - Quota support
  - Network File Systems
    - NFS clOBient support
- Library routines
  - PowerPC BCJ filter decoder
  - ARM BCJ filter decoder
  - ARM-Thumb BCJ filter decoder
  - SPARC BCJ filter decoder
Items to turn to modules
- File Systems
  - The Extended 4 (ext4) filesystem
  - Reiserfs suppot
  - JFS filesystem support
  - XFS filesystem support

Build

make && make modules_install
cp .config /boot/config-3.16.5-gentoo
cp System.map /boot/System.map-3.16.5-gentoo
cp arch/x86_64/boot/bzImage /boot/kernel-3.16.5-gentoo

Applications

Chromium

Add to /etc/portage/package.use

# required by www-client/chromium-38.0.2125.101
# required by www-client/chromium (argument)
>=sys-libs/zlib-1.2.8-r1 minizip
# required by www-client/chromium-38.0.2125.101
# required by www-client/chromium (argument)
=media-libs/harfbuzz-0.9.28 icu
# required by www-client/chromium-38.0.2125.101
# required by www-client/chromium (argument)
=dev-libs/libxml2-2.9.1-r4 icu
# required by www-client/chromium-39.0.2171.65
# required by @selected
# required by @world (argument)
>=dev-libs/libxml2-2.9.2 icu

Build
```
emerge www-client/chromium
```

CUPS

/etc/portage/package.use

# required by net-print/cups-1.7.5
# required by net-print/cups-filters-1.0.53
=app-text/ghostscript-gpl-9.10-r2 cups

Build
```
emerge net-print/cups
```
/etc/portage/make.conf
- Add "cups" to USE Flags
Configure

TBD

Graphviz

/etc/portage/package.use

# required by media-gfx/graphviz-2.26.3-r4
# required by graphviz (argument)
>=media-libs/gd-2.0.35-r4 jpeg png fontconfig truetype

Build
```
emerge media-gfx/graphviz
```

Pandoc

Build
```
emerge app-text/pandoc
```

lsscsi

Build
```
emerge --ask sys-fs/lsscsi
```

video

Build
```
emerge --ask virtual/ffmpeg
```

Free Software (continued) - Deblob Kernel

System appears to be working ok so configure the kernel to not require proprietary blobs

Update system

emerge --sync
emerge --ask --update --deep --newuse --with-bdeps=y @world
# Check what would be removed
emerge -p --depclean
# If happy then remove them
emerge --ask --depclean
revdep-rebuild

Add deblob to /etc/portage/package.use

# Deblob kernel sources
sys-kernel/gentoo-sources deblob

Remove freedist from /etc/portage/make.conf

--- make.conf.before.free   2014-12-20 22:11:31.881901838 +0000
+++ make.conf   2014-12-20 22:11:40.351901613 +0000
@@ -22,6 +22,6 @@
 # XORG Config
 VIDEO_CARDS="nouveau"
 # Only accept FSF & OSI marked Free licenses and for now accept binary blobs
-ACCEPT_LICENSE="-* @FREE freedist"
+ACCEPT_LICENSE="-* @FREE"
 # Python
 USE_PYTHON='2.7 3.3'

Reemerge sources

emerge --sync
emerge --ask --update --deep --newuse --with-bdeps=y @world
# Check what would be removed
emerge -p --depclean
# If happy then remove them
emerge --ask --depclean
revdep-rebuild

Build the new kernel

eselect kernel list
eselect kernel set 1
cd /usr/src
cp linux-3.16.5-gentoo/.config 3.16.5.config.bk
cd linux
zcat /proc/config.gz > /usr/src/linux/.config
cp -a ../linux-3.16.5-gentoo/initramfs/ .
make oldconfig
make modules_prepare
make && make modules_install
KERNELVER=3.17.7
cp .config /boot/config-${KERNELVER}-gentoo
cp System.map /boot/System.map-${KERNELVER}-gentoo
cp arch/x86_64/boot/bzImage /boot/kernel-${KERNELVER}-gentoo
grub2-mkconfig -o /boot/grub/grub.cfg

Sound

/etc/portage/make.conf
- add "pulseaudio" to USE flags

Rebuild everything with support for sound

emerge --sync
emerge --ask --update --deep --newuse --with-bdeps=y @world
# Check what would be removed
emerge -p --depclean
# If happy then remove them
emerge --ask --depclean
revdep-rebuild

Enable consolekit on boot
```
rc-update add consolekit default
```

Don't use prebuilt reference implementations

/etc/portage/make.conf
- change "bindist" to "-bindist" in USE flags

Rebuild everything that is affected

emerge --sync
emerge --ask --update --deep --newuse --with-bdeps=y @world
# Check what would be removed
emerge -p --depclean
# If happy then remove them
emerge --ask --depclean
revdep-rebuild

Customize Kernel

Update and Clean up kernel a few settings at a time

Make sure system is up to date

emerge --sync
emerge --ask --update --deep --newuse --with-bdeps=y @world
# Check what would be removed
emerge -p --depclean
# If happy then remove them
emerge --ask --depclean
revdep-rebuild

Backup working config

cd /usr/src
cp linux-3.17.7-gentoo/.config 3.17.7.config.bk
cd linux

Size changes after doing following

-rw-r--r-- 1 root root 7.9M Nov 24 04:22 /boot/kernel-3.16.5-gentoo
-rw-r--r-- 1 root root 7.8M Dec 20 22:19 /boot/kernel-3.17.7-gentoo
-rw-r--r-- 1 root root 8.0M Jan  4 04:07 /boot/kernel-3.17.7-gentoo-gnu20150104-01
-rw-r--r-- 1 root root 7.2M Jan  4 21:56 /boot/kernel-3.17.7-gentoo-gnu20150105-01

ACPI

Turn back on ACPI. It is needed so the OS can fully shutdown the machine.

kernel config
```
cd /usr/src/linux
make menuconfig
```

kernel diff

 ACPI n -> y
 LOCALVERSION "" -> "20150104-01"
+ACERHDF n
+ACER_WMI n
+ACPI_AC y
+ACPI_APEI n
+ACPI_BATTERY n
+ACPI_BUTTON y
+ACPI_CMPC n
+ACPI_CONTAINER y
+ACPI_CUSTOM_DSDT n
+ACPI_DEBUG n
+ACPI_DOCK n
+ACPI_EC_DEBUGFS n
+ACPI_EXTLOG n
+ACPI_FAN y
+ACPI_HED n
+ACPI_HOTPLUG_CPU y
+ACPI_I2C_OPREGION y
+ACPI_INITRD_TABLE_OVERRIDE n
+ACPI_INT3403_THERMAL n
+ACPI_LEGACY_TABLES_LOOKUP y
+ACPI_PCI_SLOT n
+ACPI_PROCESSOR y
+ACPI_PROCESSOR_AGGREGATOR n
+ACPI_PROCFS_POWER n
+ACPI_REDUCED_HARDWARE_ONLY n
+ACPI_SBS n
+ACPI_THERMAL y
+ACPI_TOSHIBA n
+ACPI_VIDEO y
+ACPI_WMI y
+AMD_IOMMU n
+APPLE_GMUX n
+ARCH_MIGHT_HAVE_ACPI_PDC y
+ASUS_LAPTOP n
+ATA_ACPI y
+BACKLIGHT_APPLE n
+DELL_SMO8800 n
+DELL_WMI n
+DELL_WMI_AIO n
+DMA_ACPI y
+EFI n
+FUJITSU_LAPTOP n
+FUJITSU_TABLET n
+HAVE_ACPI_APEI y
+HAVE_ACPI_APEI_NMI y
+HPET n
+HP_ACCEL n
+HP_WIRELESS n
+HP_WMI n
+HYPERV n
+I2C_SCMI n
+INPUT_ATLAS_BTNS n
+INTEL_IOMMU n
+INTEL_IPS n
+INTEL_MENLOW n
+INTEL_RST n
+INTEL_SMARTCONNECT n
+IRQ_REMAP n
+ISCSI_IBFT_FIND n
+MSI_WMI n
+MXM_WMI y
+NET_SB1000 n
+PANASONIC_LAPTOP n
+PATA_ACPI n
+PCI_IOAPIC n
+PCI_MMCONFIG n
+PNP y
+PNPACPI y
+PNP_DEBUG_MESSAGES y
+PVPANIC n
+SAMSUNG_Q10 n
+SENSORS_ACPI_POWER n
+SENSORS_ATK0110 n
+SERIAL_8250_PNP y
+THINKPAD_ACPI n
+TOPSTAR_LAPTOP n
+TOSHIBA_BT_RFKILL n
+TOSHIBA_HAPS n
+VGA_SWITCHEROO n
+X86_ACPI_CPUFREQ n
+X86_INTEL_LPSS n
+X86_PCC_CPUFREQ n
+X86_PM_TIMER y
+X86_SPEEDSTEP_CENTRINO n
+XEN_ACPI_PROCESSOR m
+XEN_BACKEND y
+XEN_BLKDEV_BACKEND n
+XEN_DOM0 y
+XEN_MCE_LOG n
+XEN_NETDEV_BACKEND n
+XEN_PCIDEV_BACKEND m

Build the new kernel

make && make modules_install
KERNELVER=3.17.7
EXTENSION=20150104-01
cp .config /boot/config-${KERNELVER}-gentoo-gnu${EXTENSION}
cp System.map /boot/System.map-${KERNELVER}-gentoo-gnu${EXTENSION}
cp arch/x86_64/boot/bzImage /boot/kernel-${KERNELVER}-gentoo-gnu${EXTENSION}
grub2-mkconfig -o /boot/grub/grub.cfg
cp -a .config ../${KERNELVER}-${EXTENSION}.config.bk

Remove extra/unused drivers found in dmesg

Update local version to 20150105-01
```
General setup -> Local version 
```

xen - running on real hardware

Processor type and features -> Linux Guest support

Block devices - Uneeded block devices

Device Drivers -> Block devices -> Compaq Smart Array 5xxx support
Device Drivers -> Block devices -> Mylex DAC960/DAC1100 PCI RAID Controller support
Device Drivers -> Block devices -> Promise SATA SX8 support

ISCSI

Device Drivers -> SCSI device support -> SCSI low-level drivers -> QLogic NetXtreme II iSCSI support
Device Drivers -> SCSI device support -> SCSI low-level drivers -> Chelsio T3 iSCSI support
Device Drivers -> SCSI device support -> SCSI low-level drivers -> Chelsio T4 iSCSI support
Device Drivers -> SCSI device support -> SCSI low-level drivers -> QLogic ISP4XXX and ISP82XX host adapter family support
Device Drivers -> SCSI device support -> SCSI low-level drivers -> ServerEngines 10GBps iSCSI - BladeEngine 2
Device Drivers -> SCSI device support -> SCSI low-level drivers -> iSCSI Boot Sysfs Interface
Device Drivers -> SCSI device support -> SCSI low-level drivers -> iSCSI Initiator over TCP/IP
Device Drivers -> SCSI device support -> SCSI Transports -> iSCSI Transport Attributes

Network device drivers

Device Drivers -> Network device support -> Fibre Channel driver support
Device Drivers -> Network device support -> Wireless LAN 
Device Drivers -> Network device support -> VMware VMXNET3 ethernet driver
Device Drivers -> Network device support -> Wan interfaces support
Device Drivers -> Network device support -> USB Network Adapters
Device Drivers -> Network device support -> Ethernet driver support -> 3Com devices 
Device Drivers -> Network device support -> Ethernet driver support -> Adaptec devices
Device Drivers -> Network device support -> Ethernet driver support -> Alteon devices
Device Drivers -> Network device support -> Ethernet driver support -> AMD devices
Device Drivers -> Network device support -> Ethernet driver support -> ARC devices
Device Drivers -> Network device support -> Ethernet driver support -> Atheros devices
Device Drivers -> Network device support -> Ethernet driver support -> Broadcom devices
Device Drivers -> Network device support -> Ethernet driver support -> Brocade devices
Device Drivers -> Network device support -> Ethernet driver support -> Chelsio devices
Device Drivers -> Network device support -> Ethernet driver support -> Cisco devices 
Device Drivers -> Network device support -> Ethernet driver support -> Digital Equipment devices
Device Drivers -> Network device support -> Ethernet driver support -> D-Link devices
Device Drivers -> Network device support -> Ethernet driver support -> Emulex devices
Device Drivers -> Network device support -> Ethernet driver support -> Exar devices
Device Drivers -> Network device support -> Ethernet driver support -> HP devices
Device Drivers -> Network device support -> Ethernet driver support -> Intel devices
Device Drivers -> Network device support -> Ethernet driver support -> Marvell devices
Device Drivers -> Network device support -> Ethernet driver support -> Mellanox devices 
Device Drivers -> Network device support -> Ethernet driver support -> Micrel devices
Device Drivers -> Network device support -> Ethernet driver support -> Myricom devices
Device Drivers -> Network device support -> Ethernet driver support -> National Semi-conductor devices
Device Drivers -> Network device support -> Ethernet driver support -> NVIDIA Devices 
Device Drivers -> Network device support -> Ethernet driver support -> OKI Semiconductor devices 
Device Drivers -> Network device support -> Ethernet driver support -> QLogic devices 
Device Drivers -> Network device support -> Ethernet driver support -> RDC devices
Device Drivers -> Network device support -> Ethernet driver support -> Samsung Ethernet devices
Device Drivers -> Network device support -> Ethernet driver support -> SEEQ devices
Device Drivers -> Network device support -> Ethernet driver support -> Silan devices
Device Drivers -> Network device support -> Ethernet driver support -> Silicon Integrated Systems (SiS) devices
Device Drivers -> Network device support -> Ethernet driver support -> SMC (SMSC)/Western Digital devices
Device Drivers -> Network device support -> Ethernet driver support -> STMicroelectronics devices 
Device Drivers -> Network device support -> Ethernet driver support -> Sun devices
Device Drivers -> Network device support -> Ethernet driver support -> Tehuti devices
Device Drivers -> Network device support -> Ethernet driver support -> Texas Instruments (TI) devices
Device Drivers -> Network device support -> Ethernet driver support -> VIA devices
Device Drivers -> Network device support -> Ethernet driver support -> WIZnet devices

I20 Disk subsystem
```
Device Drivers -> I2O device support
```

Fusion MPT

Device Drivers -> Fusion MPT device support

PS/2 support

Device Drivers -> Input device support -> Keyboards -> AT Keyboard
Device Drivers -> Input device support -> Mice -> PS/2 Mouse
Device Drivers -> Input device support -> Hardware I/O ports -> i8042 PC Keyboard controller
Device Drivers -> Input device support -> Hardware I/O ports -> PS/2 driver library

Build the new kernel

make && make modules_install
KERNELVER=3.17.7
EXTENSION=20150105-01
cp .config /boot/config-${KERNELVER}-gentoo-gnu${EXTENSION}
cp System.map /boot/System.map-${KERNELVER}-gentoo-gnu${EXTENSION}
cp arch/x86_64/boot/bzImage /boot/kernel-${KERNELVER}-gentoo-gnu${EXTENSION}
grub2-mkconfig -o /boot/grub/grub.cfg
cp -a .config ../${KERNELVER}-${EXTENSION}.config.bk

Remove other uneeded devices
- radeon
- scsi (remove extra)
- ipv6

Clean Up

Remove old files

# Check what would be deleted
eclean --pretend --deep distfiles
# If removal looks good
eclean --deep distfiles

TODO

enable validating portage tree snapshots
(https://www.gentoo.org/doc/en/handbook/handbook-amd64.xml?part=2&chap=3)

Comments

Configure Disks

Remove old md raid config

Partition drives using cgdisk

Setup swap

Make file systems

Install stage 3

Kernel

Create sane kernel based on livedvd

Customize kernel

Configure initramfs files

Make the kernel

Configure the machine

Some other packages

Console mouse

Reboot and install X and LXDE

Accounts

PAM and sudo

Free Software (Mostly)

Clean up kernel

Applications

Chromium

CUPS

Graphviz

Pandoc

lsscsi

video

Free Software (continued) - Deblob Kernel

Sound

Don't use prebuilt reference implementations

Customize Kernel

Clean Up

TODO

References