The Linux System Administrator's Guide

Version 0.9

Lars Wirzenius

                
                

Joanna Oja

                
                

Stephen Stafford

                
                

Alex Weeks

                
                

An introduction to system administration of a Linux system for novices.

Copyright 1993--1998 Lars Wirzenius.

Copyright 1998--2001 Joanna Oja.

Copyright 2001--2003 Stephen Stafford.

Copyright 2003--2004 Stephen Stafford & Alex Weeks.

Copyright 2004--Present Alex Weeks.

Trademarks are owned by their owners.

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".


Table of Contents
About This Book
1. Acknowledgments
2. Revision History
3. Source and pre-formatted versions available
4. Typographical Conventions
1. Introduction
1.1. Linux or GNU/Linux, that is the question.
1.2. Trademarks
2. Overview of a Linux System
2.1. Various parts of an operating system
2.2. Important parts of the kernel
2.3. Major services in a UNIX system
3. Overview of the Directory Tree
3.1. Background
3.2. The root filesystem
3.3. The /etc directory
3.4. The /dev directory
3.5. The /usr filesystem.
3.6. The /var filesystem
3.7. The /proc filesystem
4. Hardware, Devices, and Tools
4.1. Hardware Utilities
4.2. Kernel Modules
5. Using Disks and Other Storage Media
5.1. Two kinds of devices
5.2. Hard disks
5.3. Storage Area Networks - Draft
5.4. Network Attached Storage - Draft
5.5. Floppies
5.6. CD-ROMs
5.7. Tapes
5.8. Formatting
5.9. Partitions
5.10. Filesystems
5.11. Disks without filesystems
5.12. Allocating disk space
6. Memory Management
6.1. What is virtual memory?
6.2. Creating a swap space
6.3. Using a swap space
6.4. Sharing swap spaces with other operating systems
6.5. Allocating swap space
6.6. The buffer cache
7. System Monitoring
7.1. System Resources
7.2. Filesystem Usage
7.3. Monitoring Users
8. Boots And Shutdowns
8.1. An overview of boots and shutdowns
8.2. The boot process in closer look
8.3. More about shutdowns
8.4. Rebooting
8.5. Single user mode
8.6. Emergency boot floppies
9. init
9.1. init comes first
9.2. Configuring init to start getty: the /etc/inittab file
9.3. Run levels
9.4. Special configuration in /etc/inittab
9.5. Booting in single user mode
10. Logging In And Out
10.1. Logins via terminals
10.2. Logins via the network
10.3. What login does
10.4. X and xdm
10.5. Access control
10.6. Shell startup
11. Managing user accounts
11.1. What's an account?
11.2. Creating a user
11.3. Changing user properties
11.4. Removing a user
11.5. Disabling a user temporarily
12. Backups
12.1. On the importance of being backed up
12.2. Selecting the backup medium
12.3. Selecting the backup tool
12.4. Simple backups
12.5. Multilevel backups
12.6. What to back up
12.7. Compressed backups
13. Task Automation --To Be Added
14. Keeping Time
14.1. The concept of localtime
14.2. The hardware and software clocks
14.3. Showing and setting time
14.4. When the clock is wrong
14.5. NTP - Network Time Protocol
14.6. Basic NTP configuration
14.7. NTP Toolkit
14.8. Some known NTP servers
14.9. NTP Links
15. System Logs --To Be Added
16. System Updates --To Be Added
17. The Linux Kernel Source
18. Finding Help
18.1. Newsgroups and Mailing Lists
18.2. IRC
A. GNU Free Documentation License
A.1. PREAMBLE
A.2. APPLICABILITY AND DEFINITIONS
A.3. VERBATIM COPYING
A.4. COPYING IN QUANTITY
A.5. MODIFICATIONS
A.6. COMBINING DOCUMENTS
A.7. COLLECTIONS OF DOCUMENTS
A.8. AGGREGATION WITH INDEPENDENT WORKS
A.9. TRANSLATION
A.10. TERMINATION
A.11. FUTURE REVISIONS OF THIS LICENSE
A.12. ADDENDUM: How to use this License for your documents
Glossary (DRAFT, but not for long hopefully)
Index-Draft
List of Tables
5-1. Comparing Filesystem Features
5-2. Sizes
5-3. My Partitions
9-1. Run level numbers
12-1. Efficient backup scheme using many backup levels
List of Figures
2-1. Some of the more important parts of the Linux kernel
3-1. Parts of a Unix directory tree. Dashed lines indicate partition limits.
5-1. A schematic picture of a hard disk.
5-2. A sample hard disk partitioning.
5-3. Three separate filesystems.
5-4. /home and /usr have been mounted.
10-1. Logins via terminals: the interaction of init, getty, login, and the shell.
12-1. A sample multilevel backup schedule.

About This Book

"Only two things are infinite, the universe and human stupidity, and I'm not sure about the former." Albert Einstein


1. Acknowledgments

1.1. Joanna's acknowledgments

Many people have helped me with this book, directly or indirectly. I would like to especially thank Matt Welsh for inspiration and LDP leadership, Andy Oram for getting me to work again with much-valued feedback, Olaf Kirch for showing me that it can be done, and Adam Richter at Yggdrasil and others for showing me that other people can find it interesting as well.

Stephen Tweedie, H. Peter Anvin, Remy Card, Theodore Ts'o, and Stephen Tweedie have let me borrow their work (and thus make the book look thicker and much more impressive): a comparison between the xia and ext2 filesystems, the device list and a description of the ext2 filesystem. These aren't part of the book any more. I am most grateful for this, and very apologetic for the earlier versions that sometimes lacked proper attribution.

In addition, I would like to thank Mark Komarinski for sending his material in 1993 and the many system administration columns in Linux Journal. They are quite informative and inspirational.

Many useful comments have been sent by a large number of people. My miniature black hole of an archive doesn't let me find all their names, but some of them are, in alphabetical order: Paul Caprioli, Ales Cepek, Marie-France Declerfayt, Dave Dobson, Olaf Flebbe, Helmut Geyer, Larry Greenfield and his father, Stephen Harris, Jyrki Havia, Jim Haynes, York Lam, Timothy Andrew Lister, Jim Lynch, Michael J. Micek, Jacob Navia, Dan Poirier, Daniel Quinlan, Jouni K Seppänen, Philippe Steindl, G.B. Stotte. My apologies to anyone I have forgotten.


1.2. Stephen's acknowledgments

I would like to thank Lars and Joanna for their hard work on the guide.

In a guide like this one there are likely to be at least some minor inaccuracies. And there are almost certainly going to be sections that become out of date from time to time. If you notice any of this then please let me know by sending me an email to: . I will take virtually any form of input (diffs, just plain text, html, whatever), I am in no way above allowing others to help me maintain such a large text as this :)

Many thanks to Helen Topping Shaw for getting the red pen out and making the text far better than it would otherwise have been. Also thanks are due just for being wonderful.


1.3. Alex's Acknowledgments

I would like to thank Lars, Joanna, and Stephen for all the great work that they have done on this document over the years. I only hope that my contribution will be worthy of continuing the work they started.

Like the previous maintainers, I openly welcome any comments, suggestions, complains, corrections, or any other form of feedback you may have. This document can only benefit from the suggestions of those who use it.

There have been many people who have helped me on my journey through the "Windows-Free" world, the person I feel I need to thank the most is my first true UN*X mentor, Mike Velasco. Back in a time before SCO became a "dirty word", Mike helped me on the path of tar's, cpio's, and many, many man pages. Thanks Mike! You are the 'Sofa King'.


2. Revision History

Revision History
Revision 0.72001-12-03Revised by: SS
Revision 0.82003-11-18Revised by: AW

  1. Added a section on NTP
  2. Cleaned some SGML
  3. Added ext3 to the filesystem section
Revision 0.9Revised by: AW

  1. Cleaned some SGML code, changed doctype to lds.dsl, and added id tags
  2. Updated section on filesystem types, and Filesystem comparison
  3. Updated partition type section
  4. Updated section on creating partitions
  5. Wrote section on Logical Volume Manager (LVM)
  6. Updated section on space allocation
  7. Added chapter on System Monitoring
  8. Added more command line utilities
  9. Verified Device list
  10. Modified email address for Authors
  11. Added references to more in-depth documents where applicable
  12. Added notes on upcoming sections
  13. Indexed chapters 1 - 4, & part of 5
  14. Updated Misc Information throughout the book


3. Source and pre-formatted versions available

The source code and other machine readable formats of this book can be found on the Internet via anonymous FTP at the Linux Documentation Project home page http://www.tldp.org/, or at the home page of this book at http://www.draxeman/sag.html. This book is available in at least it's SGML source, as well as, HTML and PDF formats. Other formats may be available.


4. Typographical Conventions

Throughout this book, I have tried to use uniform typographical conventions. Hopefully they aid readability. If you can suggest any improvements please contact me.

Filenames are expressed as: /usr/share/doc/foo.

Command names are expressed as: fsck

Email addresses are expressed as:

URLs are expressed as: http://www.tldp.org

I will add to this section as things come up whilst editing. If you notice anything that should be added then please let me know.


Chapter 1. Introduction

"In the beginning, the file was without form, and void; and emptiness was upon the face of the bits. And the Fingers of the Author moved upon the face of the keyboard. And the Author said, Let there be words, and there were words."

The Linux System Administrator's Guide, describes the system administration aspects of using Linux. It is intended for people who know next to nothing about system administration (those saying ``what is it?''), but who have already mastered at least the basics of normal usage. This manual doesn't tell you how to install Linux; that is described in the Installation and Getting Started document. See below for more information about Linux manuals.

System administration covers all the things that you have to do to keep a computer system in usable order. It includes things like backing up files (and restoring them if necessary), installing new programs, creating accounts for users (and deleting them when no longer needed), making certain that the filesystem is not corrupted, and so on. If a computer were, say, a house, system administration would be called maintenance, and would include cleaning, fixing broken windows, and other such things.

The structure of this manual is such that many of the chapters should be usable independently, so if you need information about backups, for example, you can read just that chapter. However, this manual is first and foremost a tutorial and can be read sequentially or as a whole.

This manual is not intended to be used completely independently. Plenty of the rest of the Linux documentation is also important for system administrators. After all, a system administrator is just a user with special privileges and duties. Very useful resources are the manual pages, which should always be consulted when you are not familiar with a command. If you do not know which command you need, then the apropos command can be used. Consult its manual page for more details.

While this manual is targeted at Linux, a general principle has been that it should be useful with other UNIX based operating systems as well. Unfortunately, since there is so much variance between different versions of UNIX in general, and in system administration in particular, there is little hope to cover all variants. Even covering all possibilities for Linux is difficult, due to the nature of its development.

There is no one official Linux distribution, so different people have different setups and many people have a setup they have built up themselves. This book is not targeted at any one distribution. Distributions can and do vary considerably. When possible, differences have been noted and alternatives given. For a list of distributions and some of their differences see http://en.wikipedia.org/wiki/Comparison_of_Linux_distributions.

In trying to describe how things work, rather than just listing ``five easy steps'' for each task, there is much information here that is not necessary for everyone, but those parts are marked as such and can be skipped if you use a preconfigured system. Reading everything will, naturally, increase your understanding of the system and should make using and administering it more productive.

Understanding is the key to success with Linux. This book could just provide recipes, but what would you do when confronted by a problem this book had no recipe for? If the book can provide understanding, then recipes are not required. The answers will be self evident.

Like all other Linux related development, the work to write this manual was done on a volunteer basis: I did it because I thought it might be fun and because I felt it should be done. However, like all volunteer work, there is a limit to how much time, knowledge and experience people have. This means that the manual is not necessarily as good as it would be if a wizard had been paid handsomely to write it and had spent millennia to perfect it. Be warned.

One particular point where corners have been cut is that many things that are already well documented in other freely available manuals are not always covered here. This applies especially to program specific documentation, such as all the details of using mkfs. Only the purpose of the program and as much of its usage as is necessary for the purposes of this manual is described. For further information, consult these other manuals. Usually, all of the referred to documentation is part of the full Linux documentation set.


1.1. Linux or GNU/Linux, that is the question.

Many people feel that Linux should really be called GNU/Linux. This is because Linux is only the kernel, not the applications that run on it. Most of the basic command line utilities were written by the Free Software Foundation while developing their GNU operating system. Among those utilities are some of the most basic commands like cp, mv lsof, and dd.

In a nutshell, what happened was, the FSF started developing GNU by writing things like compliers, C libraries, and basic command line utilities before the kernel. Linus Torvalds, started Linux by writing the Linux kernel first and using applications written for GNU.

I do not feel that this is the proper forum to debate what name people should use when referring to Linux. I mention it here, because I feel it is important to understand the relationship between GNU and Linux, and to also explain why some Linux is sometimes referred to as GNU/Linux. The document will be simply referring to it as Linux.

GNU's side of the issue is discussed on their website:

The relationship - http://www.gnu.org/gnu/linux-and-gnu.html

Why Linux should be GNU/Linux - http://www.gnu.org/gnu/why-gnu-linux.html

GNU/Linux FAQ's - http://www.gnu.org/gnu/gnu-linux-faq.html

Here are some Alternate views:

http://librenix.com/?inode=2312

http://www.topology.org/linux/lingl.html

http://atulchitnis.net/writings/gnulinux.php


1.2. Trademarks

Microsoft, Windows, Windows NT, Windows 2000, and Windows XP are trademarks and/or registered trademarks of Microsoft Corporation.

Red Hat is a trademark of Red Hat, Inc., in the United States and other countries.

SuSE is a trademark of Novell.

Linux is a registered trademark of Linus Torvalds.

UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/Open Company Ltd.

GNU is a registered trademark of the Free Software Foundation.

Other product names mentioned herein may be trademarks and/or registered trademarks of their respective companies.


Chapter 2. Overview of a Linux System

"God saw everything that he had made, and saw that it was very good. " -- Bible King James Version. Genesis 1:31

This chapter gives an overview of a Linux system. First, the major services provided by the operating system are described. Then, the programs that implement these services are described with a considerable lack of detail. The purpose of this chapter is to give an understanding of the system as a whole, so that each part is described in detail elsewhere.


2.1. Various parts of an operating system

UNIX and 'UNIX-like' operating systems (such as Linux) consist of a kernel and some system programs. There are also some application programs for doing work. The kernel is the heart of the operating system. In fact, it is often mistakenly considered to be the operating system itself, but it is not. An operating system provides provides many more services than a plain kernel.

It keeps track of files on the disk, starts programs and runs them concurrently, assigns memory and other resources to various processes, receives packets from and sends packets to the network, and so on. The kernel does very little by itself, but it provides tools with which all services can be built. It also prevents anyone from accessing the hardware directly, forcing everyone to use the tools it provides. This way the kernel provides some protection for users from each other. The tools provided by the kernel are used via system calls. See manual page section 2 for more information on these.

The system programs use the tools provided by the kernel to implement the various services required from an operating system. System programs, and all other programs, run `on top of the kernel', in what is called the user mode. The difference between system and application programs is one of intent: applications are intended for getting useful things done (or for playing, if it happens to be a game), whereas system programs are needed to get the system working. A word processor is an application; mount is a system program. The difference is often somewhat blurry, however, and is important only to compulsive categorizers.

An operating system can also contain compilers and their corresponding libraries (GCC and the C library in particular under Linux), although not all programming languages need be part of the operating system. Documentation, and sometimes even games, can also be part of it. Traditionally, the operating system has been defined by the contents of the installation tape or disks; with Linux it is not as clear since it is spread all over the FTP sites of the world.


2.2. Important parts of the kernel

The Linux kernel consists of several important parts: process management, memory management, hardware device drivers, filesystem drivers, network management, and various other bits and pieces. Figure 2-1 shows some of them.

Figure 2-1. Some of the more important parts of the Linux kernel

Probably the most important parts of the kernel (nothing else works without them) are memory management and process management. Memory management takes care of assigning memory areas and swap space areas to processes, parts of the kernel, and for the buffer cache. Process management creates processes, and implements multitasking by switching the active process on the processor.

At the lowest level, the kernel contains a hardware device driver for each kind of hardware it supports. Since the world is full of different kinds of hardware, the number of hardware device drivers is large. There are often many otherwise similar pieces of hardware that differ in how they are controlled by software. The similarities make it possible to have general classes of drivers that support similar operations; each member of the class has the same interface to the rest of the kernel but differs in what it needs to do to implement them. For example, all disk drivers look alike to the rest of the kernel, i.e., they all have operations like `initialize the drive', `read sector N', and `write sector N'.

Some software services provided by the kernel itself have similar properties, and can therefore be abstracted into classes. For example, the various network protocols have been abstracted into one programming interface, the BSD socket library. Another example is the virtual filesystem (VFS) layer that abstracts the filesystem operations away from their implementation. Each filesystem type provides an implementation of each filesystem operation. When some entity tries to use a filesystem, the request goes via the VFS, which routes the request to the proper filesystem driver.

A more in-depth discussion of kernel internals can be found at http://www.tldp.org/LDP/lki/index.html. This document was written for the 2.4 kernel. When I find one for the 2.6 kernel, I will list it here.


2.3. Major services in a UNIX system

This section describes some of the more important UNIX services, but without much detail. They are described more thoroughly in later chapters.


2.3.1. init

The single most important service in a UNIX system is provided by init init is started as the first process of every UNIX system, as the last thing the kernel does when it boots. When init starts, it continues the boot process by doing various startup chores (checking and mounting filesystems, starting daemons, etc).

The exact list of things that init does depends on which flavor it is; there are several to choose from. init usually provides the concept of single user mode, in which no one can log in and root uses a shell at the console; the usual mode is called multiuser mode. Some flavors generalize this as run levels; single and multiuser modes are considered to be two run levels, and there can be additional ones as well, for example, to run X on the console.

Linux allows for up to 10 runlevels, 0-9, but usually only some of these are defined by default. Runlevel 0 is defined as ``system halt''. Runlevel 1 is defined as ``single user mode''. Runlevel 3 is defined as "multi user" because it is the runlevel that the system boot into under normal day to day conditions. Runlevel 5 is typically the same as 3 except that a GUI gets started also. Runlevel 6 is defined as ``system reboot''. Other runlevels are dependent on how your particular distribution has defined them, and they vary significantly between distributions. Looking at the contents of /etc/inittab usually will give some hint what the predefined runlevels are and what they have been defined as.

In normal operation, init makes sure getty is working (to allow users to log in) and to adopt orphan processes (processes whose parent has died; in UNIX all processes must be in a single tree, so orphans must be adopted).

When the system is shut down, it is init that is in charge of killing all other processes, unmounting all filesystems and stopping the processor, along with anything else it has been configured to do.


2.3.2. Logins from terminals

Logins from terminals (via serial lines) and the console (when not running X) are provided by the getty program. init starts a separate instance of getty for each terminal upon which logins are to be allowed. getty reads the username and runs the loginprogram, which reads the password. If the username and password are correct, login runs the shell. When the shell terminates, i.e., the user logs out, or when login terminated because the username and password didn't match, init notices this and starts a new instance of getty. The kernel has no notion of logins, this is all handled by the system programs.


2.3.3. Syslog

The kernel and many system programs produce error, warning, and other messages. It is often important that these messages can be viewed later, even much later, so they should be written to a file. The program doing this is syslog . It can be configured to sort the messages to different files according to writer or degree of importance. For example, kernel messages are often directed to a separate file from the others, since kernel messages are often more important and need to be read regularly to spot problems.

Chapter 15 will provide more on this.


2.3.4. Periodic command execution: cron and at

Both users and system administrators often need to run commands periodically. For example, the system administrator might want to run a command to clean the directories with temporary files (/tmp and /var/tmp) from old files, to keep the disks from filling up, since not all programs clean up after themselves correctly.

The cron service is set up to do this. Each user can have a crontab file, where she lists the commands she wishes to execute and the times they should be executed. The cron daemon takes care of starting the commands when specified.

The at service is similar to cron, but it is once only: the command is executed at the given time, but it is not repeated.

We will go more into this later. See the manual pages cron(1), crontab(1), crontab(5), at(1) and atd(8) for more in depth information.

Chapter 13 will cover this.


2.3.5. Graphical user interface

UNIX and Linux don't incorporate the user interface into the kernel; instead, they let it be implemented by user level programs. This applies for both text mode and graphical environments.

This arrangement makes the system more flexible, but has the disadvantage that it is simple to implement a different user interface for each program, making the system harder to learn.

The graphical environment primarily used with Linux is called the X Window System (X for short). X also does not implement a user interface; it only implements a window system, i.e., tools with which a graphical user interface can be implemented. Some popular window managers are: fvwm , icewm , blackbox , and windowmaker . There are also two popular desktop managers, KDE and Gnome.


2.3.6. Networking

Networking is the act of connecting two or more computers so that they can communicate with each other. The actual methods of connecting and communicating are slightly complicated, but the end result is very useful.

UNIX operating systems have many networking features. Most basic services (filesystems, printing, backups, etc) can be done over the network. This can make system administration easier, since it allows centralized administration, while still reaping in the benefits of microcomputing and distributed computing, such as lower costs and better fault tolerance.

However, this book merely glances at networking; see the Linux Network Administrators' Guide http://www.tldp.org/LDP/nag2/index.html for more information, including a basic description of how networks operate.


2.3.7. Network logins

Network logins work a little differently than normal logins. For each person logging in via the network there is a separate virtual network connection, and there can be any number of these depending on the available bandwidth. It is therefore not possible to run a separate getty for each possible virtual connection. There are also several different ways to log in via a network, telnet and ssh being the major ones in TCP/IP networks.

These days many Linux system administrators consider telnet and rlogin to be insecure and prefer ssh, the ``secure shell'', which encrypts traffic going over the network, thereby making it far less likely that the malicious can ``sniff'' your connection and gain sensitive data like usernames and passwords. It is highly recommended you use ssh rather than telnet or rlogin.

Network logins have, instead of a herd of gettys, a single daemon per way of logging in (telnet and ssh have separate daemons) that listens for all incoming login attempts. When it notices one, it starts a new instance of itself to handle that single attempt; the original instance continues to listen for other attempts. The new instance works similarly to getty.


2.3.8. Network file systems

One of the more useful things that can be done with networking services is sharing files via a network file system. Depending on your network this could be done over the Network File System (NFS), or over the Common Internet File System (CIFS). NFS is typically a 'UNIX' based service. In Linux, NFS is supported by the kernel. CIFS however is not. In Linux, CIFS is supported by Samba http://www.samba.org.

With a network file system any file operations done by a program on one machine are sent over the network to another computer. This fools the program to think that all the files on the other computer are actually on the computer the program is running on. This makes information sharing extremely simple, since it requires no modifications to programs.

This will be covered in more detail in Section 5.4.


2.3.9. Mail

Electronic mail is the most popularly used method for communicating via computer. An electronic letter is stored in a file using a special format, and special mail programs are used to send and read the letters.

Each user has an incoming mailbox (a file in the special format), where all new mail is stored. When someone sends mail, the mail program locates the receiver's mailbox and appends the letter to the mailbox file. If the receiver's mailbox is in another machine, the letter is sent to the other machine, which delivers it to the mailbox as it best sees fit.

The mail system consists of many programs. The delivery of mail to local or remote mailboxes is done by one program (the mail transfer agent (MTA) , e.g., sendmail or postfix ), while the programs users use are many and varied (mail user agent (MUA) , e.g., pine , or evolution . The mailboxes are usually stored in /var/spool/mail until the user's MUA retrieves them.

For more information on setting up and running mail services you can read the Mail Administrator HOWTO at http://www.tldp.org/HOWTO/Mail-Administrator-HOWTO.html, or visit the sendmail or postfix's website. http://www.sendmail.org/, or http://www.postfix.org/ .


2.3.10. Printing

Only one person can use a printer at one time, but it is uneconomical not to share printers between users. The printer is therefore managed by software that implements a print queue: all print jobs are put into a queue and whenever the printer is done with one job, the next one is sent to it automatically. This relieves the users from organizing the print queue and fighting over control of the printer. Instead, they form a new queue at the printer, waiting for their printouts, since no one ever seems to be able to get the queue software to know exactly when anyone's printout is really finished. This is a great boost to intra-office social relations.

The print queue software also spools the printouts on disk, i.e., the text is kept in a file while the job is in the queue. This allows an application program to spit out the print jobs quickly to the print queue software; the application does not have to wait until the job is actually printed to continue. This is really convenient, since it allows one to print out one version, and not have to wait for it to be printed before one can make a completely revised new version.

You can refer to the Printing-HOWTO located at http://www.tldp.org/HOWTO/Printing-HOWTO/index.html for more help in setting up printers.


2.3.11. The filesystem layout

The filesystem is divided into many parts; usually along the lines of a root filesystem with /bin , /lib , /etc , /dev , and a few others; a /usr filesystem with programs and unchanging data; /var filesystem with changing data (such as log files); and a /home for everyone's personal files. Depending on the hardware configuration and the decisions of the system administrator, the division can be different; it can even be all in one filesystem.

Chapter 3 describes the filesystem layout in some little detail; the Filesystem Hierarchy Standard . covers it in somewhat more detail. This can be found on the web at: http://www.pathname.com/fhs/


Chapter 3. Overview of the Directory Tree

" Two days later, there was Pooh, sitting on his branch, dangling his legs, and there, beside him, were four pots of honey..." (A.A. Milne)

This chapter describes the important parts of a standard Linux directory tree, based on the Filesystem Hierarchy Standard . It outlines the normal way of breaking the directory tree into separate filesystems with different purposes and gives the motivation behind this particular split. Not all Linux distributions follow this standard slavishly, but it is generic enough to give you an overview.


3.1. Background

This chapter is loosely based on the Filesystems Hierarchy Standard (FHS). version 2.1, which attempts to set a standard for how the directory tree in a Linux system is organized. Such a standard has the advantage that it will be easier to write or port software for Linux, and to administer Linux machines, since everything should be in standardized places. There is no authority behind the standard that forces anyone to comply with it, but it has gained the support of many Linux distributions. It is not a good idea to break with the FHS without very compelling reasons. The FHS attempts to follow Unix tradition and current trends, making Linux systems familiar to those with experience with other Unix systems, and vice versa.

This chapter is not as detailed as the FHS. A system administrator should also read the full FHS for a complete understanding.

This chapter does not explain all files in detail. The intention is not to describe every file, but to give an overview of the system from a filesystem point of view. Further information on each file is available elsewhere in this manual or in the Linux manual pages.

The full directory tree is intended to be breakable into smaller parts, each capable of being on its own disk or partition, to accommodate to disk size limits and to ease backup and other system administration tasks. The major parts are the root (/ ), /usr , /var , and /home filesystems (see Figure 3-1). Each part has a different purpose. The directory tree has been designed so that it works well in a network of Linux machines which may share some parts of the filesystems over a read-only device (e.g., a CD-ROM), or over the network with NFS.

Figure 3-1. Parts of a Unix directory tree. Dashed lines indicate partition limits.

The roles of the different parts of the directory tree are described below.

  • The root filesystem is specific for each machine (it is generally stored on a local disk, although it could be a ramdisk or network drive as well) and contains the files that are necessary for booting the system up, and to bring it up to such a state that the other filesystems may be mounted. The contents of the root filesystem will therefore be sufficient for the single user state. It will also contain tools for fixing a broken system, and for recovering lost files from backups.

  • The /usr filesystem contains all commands, libraries, manual pages, and other unchanging files needed during normal operation. No files in /usr should be specific for any given machine, nor should they be modified during normal use. This allows the files to be shared over the network, which can be cost-effective since it saves disk space (there can easily be hundreds of megabytes, increasingly multiple gigabytes in /usr). It can make administration easier (only the master /usr needs to be changed when updating an application, not each machine separately) to have /usr network mounted. Even if the filesystem is on a local disk, it could be mounted read-only, to lessen the chance of filesystem corruption during a crash.

  • The /var filesystem contains files that change, such as spool directories (for mail, news, printers, etc), log files, formatted manual pages, and temporary files. Traditionally everything in /var has been somewhere below /usr , but that made it impossible to mount /usr read-only.

  • The /home filesystem contains the users' home directories, i.e., all the real data on the system. Separating home directories to their own directory tree or filesystem makes backups easier; the other parts often do not have to be backed up, or at least not as often as they seldom change. A big /home might have to be broken across several filesystems, which requires adding an extra naming level below /home, for example /home/students and /home/staff.

Although the different parts have been called filesystems above, there is no requirement that they actually be on separate filesystems. They could easily be kept in a single one if the system is a small single-user system and the user wants to keep things simple. The directory tree might also be divided into filesystems differently, depending on how large the disks are, and how space is allocated for various purposes. The important part, though, is that all the standard names work; even if, say, /var and /usr are actually on the same partition, the names /usr/lib/libc.a and /var/log/messages must work, for example by moving files below /var into /usr/var, and making /var a symlink to /usr/var.

The Unix filesystem structure groups files according to purpose, i.e., all commands are in one place, all data files in another, documentation in a third, and so on. An alternative would be to group files files according to the program they belong to, i.e., all Emacs files would be in one directory, all TeX in another, and so on. The problem with the latter approach is that it makes it difficult to share files (the program directory often contains both static and sharable and changing and non-sharable files), and sometimes to even find the files (e.g., manual pages in a huge number of places, and making the manual page programs find all of them is a maintenance nightmare).


3.2. The root filesystem

The root filesystem should generally be small, since it contains very critical files and a small, infrequently modified filesystem has a better chance of not getting corrupted. A corrupted root filesystem will generally mean that the system becomes unbootable except with special measures (e.g., from a floppy), so you don't want to risk it.

The root directory generally doesn't contain any files, except perhaps on older systems where the standard boot image for the system, usually called /vmlinuz was kept there. (Most distributions have moved those files the the /boot directory. Otherwise, all files are kept in subdirectories under the root filesystem:

/bin

Commands needed during bootup that might be used by normal users (probably after bootup).

/sbin

Like /bin, but the commands are not intended for normal users, although they may use them if necessary and allowed. /sbin is not usually in the default path of normal users, but will be in root's default path.

/etc

Configuration files specific to the machine.

/root

The home directory for user root. This is usually not accessible to other users on the system

/lib

Shared libraries needed by the programs on the root filesystem.

/lib/modules

Loadable kernel modules, especially those that are needed to boot the system when recovering from disasters (e.g., network and filesystem drivers).

/dev

Device files. These are special files that help the user interface with the various devices on the system.

/tmp

Temporary files. As the name suggests, programs running often store temporary files in here.

/boot

Files used by the bootstrap loader, e.g., LILO or GRUB. Kernel images are often kept here instead of in the root directory. If there are many kernel images, the directory can easily grow rather big, and it might be better to keep it in a separate filesystem. Another reason would be to make sure the kernel images are within the first 1024 cylinders of an IDE disk. This 1024 cylinder limit is no longer true in most cases. With modern BIOSes and later versions of LILO (the LInux LOader) the 1024 cylinder limit can be passed with logical block addressing (LBA). See the lilo manual page for more details.

/mnt

Mount point for temporary mounts by the system administrator. Programs aren't supposed to mount on /mnt automatically. /mnt might be divided into subdirectories (e.g., /mnt/dosa might be the floppy drive using an MS-DOS filesystem, and /mnt/exta might be the same with an ext2 filesystem).

/proc, /usr, /var, /home

Mount points for the other filesystems. Although /proc does not reside on any disk in reality it is still mentioned here. See the section about /proc later in the chapter.


3.3. The /etc directory

The /etc maintains a lot of files. Some of them are described below. For others, you should determine which program they belong to and read the manual page for that program. Many networking configuration files are in /etc as well, and are described in the Networking Administrators' Guide.

/etc/rc or /etc/rc.d or /etc/rc?.d

Scripts or directories of scripts to run at startup or when changing the run level. See Section 2.3.1 for further information.

/etc/passwd

The user database, with fields giving the username, real name, home directory, and other information about each user. The format is documented in the passwd manual page.

/etc/shadow

/etc/shadow is an encrypted file the holds user passwords.

/etc/fdprm

Floppy disk parameter table. Describes what different floppy disk formats look like. Used by setfdprm . See the setfdprm manual page for more information.

/etc/fstab

Lists the filesystems mounted automatically at startup by the mount -a command (in /etc/rc or equivalent startup file). Under Linux, also contains information about swap areas used automatically by swapon -a . See Section 5.10.7 and the mount manual page for more information. Also fstab usually has its own manual page in section 5.

/etc/group

Similar to /etc/passwd, but describes groups instead of users. See the group manual page in section 5 for more information.

/etc/inittab

Configuration file for init.

/etc/issue

Output by getty before the login prompt. Usually contains a short description or welcoming message to the system. The contents are up to the system administrator.

/etc/magic

The configuration file for file. Contains the descriptions of various file formats based on which file guesses the type of the file. See the magic and file manual pages for more information.

/etc/motd

The message of the day, automatically output after a successful login. Contents are up to the system administrator. Often used for getting information to every user, such as warnings about planned downtimes.

/etc/mtab

List of currently mounted filesystems. Initially set up by the bootup scripts, and updated automatically by the mount command. Used when a list of mounted filesystems is needed, e.g., by the df command.

/etc/login.defs

Configuration file for the login command. The login.defs file usually has a manual page in section 5.

/etc/printcap

Like /etc/termcap /etc/printcap , but intended for printers. However it uses different syntax. The printcap has a manual page in section 5.

/etc/profile, /etc/bash.rc, /etc/csh.cshrc

Files executed at login or startup time by the Bourne, BASH , or C shells. These allow the system administrator to set global defaults for all users. Users can also create individual copies of these in their home directory to personalize their environment. See the manual pages for the respective shells.

/etc/securetty

Identifies secure terminals, i.e., the terminals from which root is allowed to log in. Typically only the virtual consoles are listed, so that it becomes impossible (or at least harder) to gain superuser privileges by breaking into a system over a modem or a network. Do not allow root logins over a network. Prefer to log in as an unprivileged user and use su or sudo to gain root privileges.

/etc/shells

Lists trusted shells. The chsh command allows users to change their login shell only to shells listed in this file. ftpd, is the server process that provides FTP services for a machine, will check that the user's shell is listed in /etc/shells and will not let people log in unless the shell is listed there.

/etc/termcap

The terminal capability database. Describes by what ``escape sequences'' various terminals can be controlled. Programs are written so that instead of directly outputting an escape sequence that only works on a particular brand of terminal, they look up the correct sequence to do whatever it is they want to do in /etc/termcap. As a result most programs work with most kinds of terminals. See the termcap, curs_termcap, and terminfo manual pages for more information.


3.4. The /dev directory

The /dev directory contains the special device files for all the devices. The device files are created during installation, and later with the /dev/MAKEDEV script. The /dev/MAKEDEV.local is a script written by the system administrator that creates local-only device files or links (i.e. those that are not part of the standard MAKEDEV, such as device files for some non-standard device driver).

This list which follows is by no means exhaustive or as detailed as it could be. Many of these device files will need support compiled into your kernel for the hardware. Read the kernel documentation to find details of any particular device.

If you think there are other devices which should be included here but aren't then let me know. I will try to include them in the next revision.

/dev/dsp

Digital Signal Processor. Basically this forms the interface between software which produces sound and your soundcard. It is a character device on major node 14 and minor 3.

/dev/fd0

The first floppy drive. If you are lucky enough to have several drives then they will be numbered sequentially. It is a character device on major node 2 and minor 0.

/dev/fb0

The first framebuffer device. A framebuffer is an abstraction layer between software and graphics hardware. This means that applications do not need to know about what kind of hardware you have but merely how to communicate with the framebuffer driver's API (Application Programming Interface) which is well defined and standardized. The framebuffer is a character device and is on major node 29 and minor 0.

/dev/hda

/dev/hda is the master IDE drive on the primary IDE controller. /dev/hdb the slave drive on the primary controller. /dev/hdc , and /dev/hdd are the master and slave devices on the secondary controller respectively. Each disk is divided into partitions. Partitions 1-4 are primary partitions and partitions 5 and above are logical partitions inside extended partitions. Therefore the device file which references each partition is made up of several parts. For example /dev/hdc9 references partition 9 (a logical partition inside an extended partition type) on the master IDE drive on the secondary IDE controller. The major and minor node numbers are somewhat complex. For the first IDE controller all partitions are block devices on major node 3. The master drive hda is at minor 0 and the slave drive hdb is at minor 64. For each partition inside the drive add the partition number to the minor minor node number for the drive. For example /dev/hdb5 is major 3, minor 69 (64 + 5 = 69). Drives on the secondary interface are handled the same way, but with major node 22.

/dev/ht0

The first IDE tape drive. Subsequent drives are numbered ht1 etc. They are character devices on major node 37 and start at minor node 0 for ht0 1 for ht1 etc.

/dev/js0

The first analogue joystick. Subsequent joysticks are numbered js1, js2 etc. Digital joysticks are called djs0, djs1 and so on. They are character devices on major node 15. The analogue joysticks start at minor node 0 and go up to 127 (more than enough for even the most fanatic gamer). Digital joysticks start at minor node 128.

/dev/lp0

The first parallel printer device. Subsequent printers are numbered lp1, lp2 etc. They are character devices on major mode 6 and minor nodes starting at 0 and numbered sequentially.

/dev/loop0

The first loopback device. Loopback devices are used for mounting filesystems which are not located on other block devices such as disks. For example if you wish to mount an iso9660 CD ROM image without burning it to CD then you need to use a loopback device to do so. This is usually transparent to the user and is handled by the mount command. Refer to the manual pages for mount and losetup. The loopback devices are block devices on major node 7 and with minor nodes starting at 0 and numbered sequentially.

/dev/md0

First metadisk group. Metadisks are related to RAID (Redundant Array of Independent Disks) devices. Please refer to the most current RAID HOWTO at the LDP for more details. This can be found at http://www.tldp.org/HOWTO/Software-RAID-HOWTO.html. Metadisk devices are block devices on major node 9 with minor nodes starting at 0 and numbered sequentially.

/dev/mixer

This is part of the OSS (Open Sound System) driver. Refer to the OSS documentation at http://www.opensound.com for more details. It is a character device on major node 14, minor node 0.

/dev/null

The bit bucket. A black hole where you can send data for it never to be seen again. Anything sent to /dev/null will disappear. This can be useful if, for example, you wish to run a command but not have any feedback appear on the terminal. It is a character device on major node 1 and minor node 3.

/dev/psaux

The PS/2 mouse port. This is a character device on major node 10, minor node 1.

/dev/pda

Parallel port IDE disks. These are named similarly to disks on the internal IDE controllers (/dev/hd*). They are block devices on major node 45. Minor nodes need slightly more explanation here. The first device is /dev/pda and it is on minor node 0. Partitions on this device are found by adding the partition number to the minor number for the device. Each device is limited to 15 partitions each rather than 63 (the limit for internal IDE disks). /dev/pdb minor nodes start at 16, /dev/pdc at 32 and /dev/pdd at 48. So for example the minor node number for /dev/pdc6 would be 38 (32 + 6 = 38). This scheme limits you to 4 parallel disks of 15 partitions each.

/dev/pcd0

Parallel port CD ROM drives. These are numbered from 0 onwards. All are block devices on major node 46. /dev/pcd0 is on minor node 0 with subsequent drives being on minor nodes 1, 2, 3 etc.

/dev/pt0

Parallel port tape devices. Tapes do not have partitions so these are just numbered sequentially. They are character devices on major node 96. The minor node numbers start from 0 for /dev/pt0, 1 for /dev/pt1, and so on.

/dev/parport0

The raw parallel ports. Most devices which are attached to parallel ports have their own drivers. This is a device to access the port directly. It is a character device on major node 99 with minor node 0. Subsequent devices after the first are numbered sequentially incrementing the minor node.

/dev/random or /dev/urandom

These are kernel random number generators. /dev/random is a non-deterministic generator which means that the value of the next number cannot be guessed from the preceding ones. It uses the entropy of the system hardware to generate numbers. When it has no more entropy to use then it must wait until it has collected more before it will allow any more numbers to be read from it. /dev/urandom works similarly. Initially it also uses the entropy of the system hardware, but when there is no more entropy to use it will continue to return numbers using a pseudo random number generating formula. This is considered to be less secure for vital purposes such as cryptographic key pair generation. If security is your overriding concern then use /dev/random, if speed is more important then /dev/urandom works fine. They are character devices on major node 1 with minor nodes 8 for /dev/random and 9 for /dev/urandom.

/dev/sda

The first SCSI drive on the first SCSI bus. The following drives are named similar to IDE drives. /dev/sdb is the second SCSI drive, /dev/sdc is the third SCSI drive, and so forth.

/dev/ttyS0

The first serial port. Many times this it the port used to connect an external modem to your system.

/dev/zero

This is a simple way of getting many 0s. Every time you read from this device it will return 0. This can be useful sometimes, for example when you want a file of fixed length but don't really care what it contains. It is a character device on major node 1 and minor node 5.


3.5. The /usr filesystem.

The /usr filesystem is often large, since all programs are installed there. All files in /usr usually come from a Linux distribution; locally installed programs and other stuff goes below /usr/local. This makes it possible to update the system from a new version of the distribution, or even a completely new distribution, without having to install all programs again. Some of the subdirectories of /usr are listed below (some of the less important directories have been dropped; see the FSSTND for more information).

/usr/X11R6.

The X Window System, all files. To simplify the development and installation of X, the X files have not been integrated into the rest of the system. There is a directory tree below /usr/X11R6 similar to that below /usr itself.

/usr/bin.

Almost all user commands. Some commands are in /bin or in /usr/local/bin.

/usr/sbin

System administration commands that are not needed on the root filesystem, e.g., most server programs.

/usr/share/man, /usr/share/info, /usr/share/doc

Manual pages, GNU Info documents, and miscellaneous other documentation files, respectively.

/usr/include

Header files for the C programming language. This should actually be below /usr/lib for consistency, but the tradition is overwhelmingly in support for this name.

/usr/lib

Unchanging data files for programs and subsystems, including some site-wide configuration files. The name lib comes from library; originally libraries of programming subroutines were stored in /usr/lib.

/usr/local

The place for locally installed software and other files. Distributions may not install anything in here. It is reserved solely for the use of the local administrator. This way he can be absolutely certain that no updates or upgrades to his distribution will overwrite any extra software he has installed locally.


3.6. The /var filesystem

The /var contains data that is changed when the system is running normally. It is specific for each system, i.e., not shared over the network with other computers.

/var/cache/man

A cache for man pages that are formatted on demand. The source for manual pages is usually stored in /usr/share/man/man?/ (where ? is the manual section. See the manual page for man in section 7); some manual pages might come with a pre-formatted version, which might be stored in /usr/share/man/cat* . Other manual pages need to be formatted when they are first viewed; the formatted version is then stored in /var/cache/man so that the next person to view the same page won't have to wait for it to be formatted.

/var/games

Any variable data belonging to games in /usr should be placed here. This is in case /usr is mounted read only.

/var/lib

Files that change while the system is running normally.

/var/local

Variable data for programs that are installed in /usr/local (i.e., programs that have been installed by the system administrator). Note that even locally installed programs should use the other /var directories if they are appropriate, e.g., /var/lock.

/var/lock

Lock files. Many programs follow a convention to create a lock file in /var/lock to indicate that they are using a particular device or file. Other programs will notice the lock file and won't attempt to use the device or file.

/var/log

Log files from various programs, especially login(/var/log/wtmp, which logs all logins and logouts into the system) and syslog(/var/log/messages, where all kernel and system program message are usually stored). Files in /var/log can often grow indefinitely, and may require cleaning at regular intervals.

/var/mail

This is the FHS approved location for user mailbox files. Depending on how far your distribution has gone towards FHS compliance, these files may still be held in /var/spool/mail.

/var/run

Files that contain information about the system that is valid until the system is next booted. For example, /var/run/utmp contains information about people currently logged in.

/var/spool

Directories for news, printer queues, and other queued work. Each different spool has its own subdirectory below /var/spool, e.g., the news spool is in /var/spool/news . Note that some installations which are not fully compliant with the latest version of the FHS may have user mailboxes under /var/spool/mail.

/var/tmp

Temporary files that are large or that need to exist for a longer time than what is allowed for /tmp . (Although the system administrator might not allow very old files in /var/tmp either.)


3.7. The /proc filesystem

The /proc filesystem contains a illusionary filesystem. It does not exist on a disk. Instead, the kernel creates it in memory. It is used to provide information about the system (originally about processes, hence the name). Some of the more important files and directories are explained below. The /proc filesystem is described in more detail in the proc manual page.

/proc/1

A directory with information about process number 1. Each process has a directory below /proc with the name being its process identification number.

/proc/cpuinfo

Information about the processor, such as its type, make, model, and performance.

/proc/devices

List of device drivers configured into the currently running kernel.

/proc/dma

Shows which DMA channels are being used at the moment.

/proc/filesystems

Filesystems configured into the kernel.

/proc/interrupts

Shows which interrupts are in use, and how many of each there have been.

/proc/ioports

Which I/O ports are in use at the moment.

/proc/kcore

An image of the physical memory of the system. This is exactly the same size as your physical memory, but does not really take up that much memory; it is generated on the fly as programs access it. (Remember: unless you copy it elsewhere, nothing under /proc takes up any disk space at all.)

/proc/kmsg

Messages output by the kernel. These are also routed to syslog.

/proc/ksyms

Symbol table for the kernel.

/proc/loadavg

The `load average' of the system; three meaningless indicators of how much work the system has to do at the moment.

/proc/meminfo

Information about memory usage, both physical and swap.

/proc/modules

Which kernel modules are loaded at the moment.

/proc/net

Status information about network protocols.

/proc/self

A symbolic link to the process directory of the program that is looking at /proc. When two processes look at /proc, they get different links. This is mainly a convenience to make it easier for programs to get at their process directory.

/proc/stat

Various statistics about the system, such as the number of page faults since the system was booted.

/proc/uptime

The time the system has been up.

/proc/version

The kernel version.

Note that while the above files tend to be easily readable text files, they can sometimes be formatted in a way that is not easily digestible. There are many commands that do little more than read the above files and format them for easier understanding. For example, the freeprogram reads /proc/meminfo converts the amounts given in bytes to kilobytes (and adds a little more information, as well).


Chapter 4. Hardware, Devices, and Tools

"Knowledge speaks, but wisdom listens." Jimi Hendrix

This chapter gives an overview of what a device file is, and how to create one. The canonical list of device files is /usr/src/linux/Documentation/devices.txt if you have the Linux kernel source code installed on your system. The devices listed here are correct as of kernel version 2.6.8.


4.1. Hardware Utilities

4.1.1. The MAKEDEV Script

Most device files will already be created and will be there ready to use after you install your Linux system. If by some chance you need to create one which is not provided then you should first try to use the MAKEDEV script. This script is usually located in /dev/MAKEDEV but might also have a copy (or a symbolic link) in /sbin/MAKEDEV. If it turns out not to be in your path then you will need to specify the path to it explicitly.

In general the command is used as:
	# /dev/MAKEDEV -v ttyS0
	create ttyS0   c 4 64 root:dialout 0660
	
This will create the device file /dev/ttyS0 with major node 4 and minor node 64 as a character device with access permissions 0660 with owner root and group dialout.

ttyS0 is a serial port. The major and minor node numbers are numbers understood by the kernel. The kernel refers to hardware devices as numbers, this would be very difficult for us to remember, so we use filenames. Access permissions of 0660 means read and write permission for the owner (root in this case) and read and write permission for members of the group (dialout in this case) with no access for anyone else.


4.1.2. The mknod command

MAKEDEV is the preferred way of creating device files which are not present. However sometimes the MAKEDEV script will not know about the device file you wish to create. This is where the mknod command comes in. In order to use mknod you need to know the major and minor node numbers for the device you wish to create. The devices.txt file in the kernel source documentation is the canonical source of this information.

To take an example, let us suppose that our version of the MAKEDEV script does not know how to create the /dev/ttyS0 device file. We need to use mknod to create it. We know from looking at the devices.txt that it should be a character device with major number 4 and minor number 64. So we now know all we need to create the file.
	# mknod /dev/ttyS0 c 4 64
	# chown root.dialout /dev/ttyS0
	# chmod 0644 /dev/ttyS0
	# ls -l /dev/ttyS0
		crw-rw----   1 root dialout    4,   64 Oct 23 18:23 /dev/ttyS0
	 
	
As you can see, many more steps are required to create the file. In this example you can see the process required however. It is unlikely in the extreme that the ttyS0 file would not be provided by the MAKEDEV script, but it suffices to illustrate the point.


4.1.3. The lspci command

lspci

TO BE ADDED


4.1.4. The lsdev command

lsdev

TO BE ADDED


4.1.5. The lsusb command

lsusb

TO BE ADDED


4.1.6. The lsraid command

lsraid

TO BE ADDED


4.1.7. The hdparm command

hdparm

TO BE ADDED


4.1.8. More Hardware Resources

More information on what hardware resources the kernel is using can be found in the /proc directory. Refer to Section 3.7 in chapter 3.


4.2. Kernel Modules

This section will discuss kernel modules.

TO BE ADDED


4.2.1. lsmod

lsmod

TO BE ADDED


4.2.2. insmod

insmod

TO BE ADDED


4.2.3. depmod

depmod

TO BE ADDED


4.2.4. rmmod

rmmod

TO BE ADDED


4.2.5. modprobe

modprobe

TO BE ADDED


Chapter 5. Using Disks and Other Storage Media

"On a clear disk you can seek forever. "

When you install or upgrade your system, you need to do a fair amount of work on your disks. You have to make filesystems on your disks so that files can be stored on them and reserve space for the different parts of your system.

This chapter explains all these initial activities. Usually, once you get your system set up, you won't have to go through the work again, except for using floppies. You'll need to come back to this chapter if you add a new disk or want to fine-tune your disk usage.

The basic tasks in administering disks are:

Chapter 6 contains information about virtual memory and disk caching, of which you also need to be aware when using disks.


5.1. Two kinds of devices

UNIX, and therefore Linux, recognizes two different kinds of device: random-access block devices (such as disks), and character devices (such as tapes and serial lines) , some of which may be serial, and some random-access. Each supported device is represented in the filesystem as a device file. When you read or write a device file, the data comes from or goes to the device it represents. This way no special programs (and no special application programming methodology, such as catching interrupts or polling a serial port) are necessary to access devices; for example, to send a file to the printer, one could just say
$ cat filename > /dev/lp1
$
and the contents of the file are printed (the file must, of course, be in a form that the printer understands). However, since it is not a good idea to have several people cat their files to the printer at the same time, one usually uses a special program to send the files to be printed (usually lpr ). This program makes sure that only one file is being printed at a time, and will automatically send files to the printer as soon as it finishes with the previous file. Something similar is needed for most devices. In fact, one seldom needs to worry about device files at all.

Since devices show up as files in the filesystem (in the /dev directory), it is easy to see just what device files exist, using ls or another suitable command. In the output of ls -l, the first column contains the type of the file and its permissions. For example, inspecting a serial device might give
	$ ls -l /dev/ttyS0
		crw-rw-r--    1 root     dialout    4,  64 Aug 19 18:56 /dev/ttyS0
	
	$
	
The first character in the first column, i.e., `c' in crw-rw-rw- above, tells an informed user the type of the file, in this case a character device. For ordinary files, the first character is `-', for directories it is `d', and for block devices `b'; see the ls man page for further information.

Note that usually all device files exist even though the device itself might be not be installed. So just because you have a file /dev/sda, it doesn't mean that you really do have an SCSI hard disk. Having all the device files makes the installation programs simpler, and makes it easier to add new hardware (there is no need to find out the correct parameters for and create the device files for the new device).


5.2. Hard disks

This subsection introduces terminology related to hard disks. If you already know the terms and concepts, you can skip this subsection.

See Figure 5-1 for a schematic picture of the important parts in a hard disk. A hard disk consists of one or more circular aluminum platters\ , of which either or both surfaces are coated with a magnetic substance used for recording the data. For each surface, there is a read-write head that examines or alters the recorded data. The platters rotate on a common axis; typical rotation speed is 5400 or 7200 rotations per minute, although high-performance hard disks have higher speeds and older disks may have lower speeds. The heads move along the radius of the platters; this movement combined with the rotation of the platters allows the head to access all parts of the surfaces.

The processor (CPU) and the actual disk communicate through a disk controller . This relieves the rest of the computer from knowing how to use the drive, since the controllers for different types of disks can be made to use the same interface towards the rest of the computer. Therefore, the computer can say just ``hey disk, give me what I want'', instead of a long and complex series of electric signals to move the head to the proper location and waiting for the correct position to come under the head and doing all the other unpleasant stuff necessary. (In reality, the interface to the controller is still complex, but much less so than it would otherwise be.) The controller may also do other things, such as caching, or automatic bad sector replacement.

The above is usually all one needs to understand about the hardware. There are also other things, such as the motor that rotates the platters and moves the heads, and the electronics that control the operation of the mechanical parts, but they are mostly not relevant for understanding the working principles of a hard disk.

The surfaces are usually divided into concentric rings, called tracks, and these in turn are divided into sectors. This division is used to specify locations on the hard disk and to allocate disk space to files. To find a given place on the hard disk, one might say ``surface 3, track 5, sector 7''. Usually the number of sectors is the same for all tracks, but some hard disks put more sectors in outer tracks (all sectors are of the same physical size, so more of them fit in the longer outer tracks). Typically, a sector will hold 512 bytes of data. The disk itself can't handle smaller amounts of data than one sector.

Figure 5-1. A schematic picture of a hard disk.

Each surface is divided into tracks (and sectors) in the same way. This means that when the head for one surface is on a track, the heads for the other surfaces are also on the corresponding tracks. All the corresponding tracks taken together are called a cylinder. It takes time to move the heads from one track (cylinder) to another, so by placing the data that is often accessed together (say, a file) so that it is within one cylinder, it is not necessary to move the heads to read all of it. This improves performance. It is not always possible to place files like this; files that are stored in several places on the disk are called fragmented.

The number of surfaces (or heads, which is the same thing), cylinders, and sectors vary a lot; the specification of the number of each is called the geometry of a hard disk. The geometry is usually stored in a special, battery-powered memory location called the CMOS RAM , from where the operating system can fetch it during bootup or driver initialization.

Unfortunately, the BIOS has a design limitation, which makes it impossible to specify a track number that is larger than 1024 in the CMOS RAM, which is too little for a large hard disk. To overcome this, the hard disk controller lies about the geometry, and translates the addresses given by the computer into something that fits reality. For example, a hard disk might have 8 heads, 2048 tracks, and 35 sectors per track. Its controller could lie to the computer and claim that it has 16 heads, 1024 tracks, and 35 sectors per track, thus not exceeding the limit on tracks, and translates the address that the computer gives it by halving the head number, and doubling the track number. The mathematics can be more complicated in reality, because the numbers are not as nice as here (but again, the details are not relevant for understanding the principle). This translation distorts the operating system's view of how the disk is organized, thus making it impractical to use the all-data-on-one-cylinder trick to boost performance.

The translation is only a problem for IDE disks. SCSI disks use a sequential sector number (i.e., the controller translates a sequential sector number to a head, cylinder, and sector triplet), and a completely different method for the CPU to talk with the controller, so they are insulated from the problem. Note, however, that the computer might not know the real geometry of an SCSI disk either.

Since Linux often will not know the real geometry of a disk, its filesystems don't even try to keep files within a single cylinder. Instead, it tries to assign sequentially numbered sectors to files, which almost always gives similar performance. The issue is further complicated by on-controller caches, and automatic prefetches done by the controller.

Each hard disk is represented by a separate device file. There can (usually) be only two or four IDE hard disks. These are known as /dev/hda, /dev/hdb, /dev/hdc, and /dev/hdd, respectively. SCSI hard disks are known as /dev/sda, /dev/sdb, and so on. Similar naming conventions exist for other hard disk types; see Chapter 4 for more information. Note that the device files for the hard disks give access to the entire disk, with no regard to partitions (which will be discussed below), and it's easy to mess up the partitions or the data in them if you aren't careful. The disks' device files are usually used only to get access to the master boot record (which will also be discussed below).


5.3. Storage Area Networks - Draft

A SAN is a dedicated storage network that provides block level access to LUNs. A LUN, or logical unit number, is a virtual disk provided by the SAN. The system administrator the same access and rights to the LUN as if it were a disk directly attached to it. The administrator can partition, and format the disk in any means he or she chooses.

Two networking protocols commonly used in a SAN are fibre channel and iSCSI . A fibre channel network is very fast and is not burdened by the other network traffic in a company's LAN. However, it's very expensive. Fibre channel cards cost around $1000.00 USD each. They also require special fibre channel switches.

iSCSI is a newer technology that sends SCSI commands over a TCP/IP network. While this method may not be as fast as a Fibre Channel network, it does save money by using less expensive network hardware.

More To Be Added


5.4. Network Attached Storage - Draft

A NAS uses your companies existing Ethernet network to allow access to shared disks. This is filesystem level access. The system administrator does not have the ability to partition or format the disks since they are potentially shared by multiple computers. This technology is commonly used to provide multiple workstations access to the same data.

Similar to a SAN, a NAS need to make use of a protocol to allow access to it's disks. With a NAS this is either CIFS/Samba , or NFS.

Traditionally CIFS was used with Microsoft Windows networks, and NFS was used with UNIX & Linux networks. However, with Samba, Linux machines can also make use of CIFS shares.

Does this mean that your Windows 2003 server or your Linux box are NAS servers because they provide access to shared drives over your network? Yes, they are. You could also purchase a NAS device from a number of manufacturers. These devices are specifically designed to provide high speed access to data.

More To Be Added


5.4.1. NFS

TO BE ADDED


5.4.2. CIFS

TO BE ADDED


5.5. Floppies

A floppy disk consists of a flexible membrane covered on one or both sides with similar magnetic substance as a hard disk. The floppy disk itself doesn't have a read-write head, that is included in the drive. A floppy corresponds to one platter in a hard disk, but is removable and one drive can be used to access different floppies, and the same floppy can be read by many drives, whereas the hard disk is one indivisible unit.

Like a hard disk, a floppy is divided into tracks and sectors (and the two corresponding tracks on either side of a floppy form a cylinder), but there are many fewer of them than on a hard disk.

A floppy drive can usually use several different types of disks; for example, a 3.5 inch drive can use both 720 KB and 1.44 MB disks. Since the drive has to operate a bit differently and the operating system must know how big the disk is, there are many device files for floppy drives, one per combination of drive and disk type. Therefore, /dev/fd0H1440 is the first floppy drive (fd0), which must be a 3.5 inch drive, using a 3.5 inch, high density disk (H) of size 1440 KB (1440), i.e., a normal 3.5 inch HD floppy.

The names for floppy drives are complex, however, and Linux therefore has a special floppy device type that automatically detects the type of the disk in the drive. It works by trying to read the first sector of a newly inserted floppy using different floppy types until it finds the correct one. This naturally requires that the floppy is formatted first. The automatic devices are called /dev/fd0, /dev/fd1, and so on.

The parameters the automatic device uses to access a disk can also be set using the program setfdprm . This can be useful if you need to use disks that do not follow any usual floppy sizes, e.g., if they have an unusual number of sectors, or if the autodetecting for some reason fails and the proper device file is missing.

Linux can handle many nonstandard floppy disk formats in addition to all the standard ones. Some of these require using special formatting programs. We'll skip these disk types for now, but in the mean time you can examine the /etc/fdprm file. It specifies the settings that setfdprm recognizes.

The operating system must know when a disk has been changed in a floppy drive, for example, in order to avoid using cached data from the previous disk. Unfortunately, the signal line that is used for this is sometimes broken, and worse, this won't always be noticeable when using the drive from within MS-DOS. If you are experiencing weird problems using floppies, this might be the reason. The only way to correct it is to repair the floppy drive.


5.6. CD-ROMs

A CD-ROM drive uses an optically read, plastic coated disk. The information is recorded on the surface of the disk in small `holes' aligned along a spiral from the center to the edge. The drive directs a laser beam along the spiral to read the disk. When the laser hits a hole, the laser is reflected in one way; when it hits smooth surface, it is reflected in another way. This makes it easy to code bits, and therefore information. The rest is easy, mere mechanics.

CD-ROM drives are slow compared to hard disks. Whereas a typical hard disk will have an average seek time less than 15 milliseconds, a fast CD-ROM drive can use tenths of a second for seeks. The actual data transfer rate is fairly high at hundreds of kilobytes per second. The slowness means that CD-ROM drives are not as pleasant to use as hard disks (some Linux distributions provide `live' filesystems on CD-ROMs, making it unnecessary to copy the files to the hard disk, making installation easier and saving a lot of hard disk space), although it is still possible. For installing new software, CD-ROMs are very good, since maximum speed is not essential during installation.

There are several ways to arrange data on a CD-ROM. The most popular one is specified by the international standard ISO 9660 . This standard specifies a very minimal filesystem, which is even more crude than the one MS-DOS uses. On the other hand, it is so minimal that every operating system should be able to map it to its native system.

For normal UNIX use, the ISO 9660 filesystem is not usable, so an extension to the standard has been developed, called the Rock Ridge extension. Rock Ridge allows longer filenames, symbolic links, and a lot of other goodies, making a CD-ROM look more or less like any contemporary UNIX filesystem. Even better, a Rock Ridge filesystem is still a valid ISO 9660 filesystem, making it usable by non-UNIX systems as well. Linux supports both ISO 9660 and the Rock Ridge extensions; the extensions are recognized and used automatically.

The filesystem is only half the battle, however. Most CD-ROMs contain data that requires a special program to access, and most of these programs do not run under Linux (except, possibly, under dosemu, the Linux MS-DOS emulator, or wine, the Windows emulator.

Ironically perhaps, wine actually stands for ``Wine Is Not an Emulator''. Wine, more strictly, is an API (Application Program Interface) replacement. Please see the wine documentation at http://www.winehq.com for more information.

There is also VMWare, a commercial product, which emulates an entire x86 machine in software. See the VMWare website, http://www.vmware.com for more information.

A CD-ROM drive is accessed via the corresponding device file. There are several ways to connect a CD-ROM drive to the computer: via SCSI, via a sound card, or via EIDE. The hardware hacking needed to do this is outside the scope of this book, but the type of connection decides the device file.


5.7. Tapes

A tape drive uses a tape, similar to cassettes used for music. A tape is serial in nature, which means that in order to get to any given part of it, you first have to go through all the parts in between. A disk can be accessed randomly, i.e., you can jump directly to any place on the disk. The serial access of tapes makes them slow.

On the other hand, tapes are relatively cheap to make, since they do not need to be fast. They can also easily be made quite long, and can therefore contain a large amount of data. This makes tapes very suitable for things like archiving and backups, which do not require large speeds, but benefit from low costs and large storage capacities.


5.8. Formatting

Formatting is the process of writing marks on the magnetic media that are used to mark tracks and sectors. Before a disk is formatted, its magnetic surface is a complete mess of magnetic signals. When it is formatted, some order is brought into the chaos by essentially drawing lines where the tracks go, and where they are divided into sectors. The actual details are not quite exactly like this, but that is irrelevant. What is important is that a disk cannot be used unless it has been formatted.

The terminology is a bit confusing here: in MS-DOS and MS Windows, the word formatting is used to cover also the process of creating a filesystem (which will be discussed below). There, the two processes are often combined, especially for floppies. When the distinction needs to be made, the real formatting is called low-level formatting, while making the filesystem is called high-level formatting . In UNIX circles, the two are called formatting and making a filesystem, so that's what is used in this book as well.

For IDE and some SCSI disks the formatting is actually done at the factory and doesn't need to be repeated; hence most people rarely need to worry about it. In fact, formatting a hard disk can cause it to work less well, for example because a disk might need to be formatted in some very special way to allow automatic bad sector replacement to work.

Disks that need to be or can be formatted often require a special program anyway, because the interface to the formatting logic inside the drive is different from drive to drive. The formatting program is often either on the controller BIOS, or is supplied as an MS-DOS program; neither of these can easily be used from within Linux.

During formatting one might encounter bad spots on the disk, called bad blocks or bad sectors. These are sometimes handled by the drive itself, but even then, if more of them develop, something needs to be done to avoid using those parts of the disk. The logic to do this is built into the filesystem; how to add the information into the filesystem is described below. Alternatively, one might create a small partition that covers just the bad part of the disk; this approach might be a good idea if the bad spot is very large, since filesystems can sometimes have trouble with very large bad areas.

Floppies are formatted with fdformat . The floppy device file to use is given as the parameter. For example, the following command would format a high density, 3.5 inch floppy in the first floppy drive:
	$ fdformat /dev/fd0H1440
	Double-sided, 80 tracks, 18 sec/track. Total capacity 
	1440 kB.
	Formatting ... done
	Verifying ... done
	$
	
Note that if you want to use an autodetecting device (e.g., /dev/fd0), you must set the parameters of the device with setfdprm first. To achieve the same effect as above, one would have to do the following:
	$ setfdprm /dev/fd0 1440/1440
	$ fdformat /dev/fd0
	Double-sided, 80 tracks, 18 sec/track. Total capacity 
	1440 KB.
	Formatting ... done
	Verifying ... done
	$
	
It is usually more convenient to choose the correct device file that matches the type of the floppy. Note that it is unwise to format floppies to contain more information than what they are designed for.

fdformatalso validate the floppy, i.e., check it for bad blocks. It will try a bad block several times (you can usually hear this, the drive noise changes dramatically). If the floppy is only marginally bad (due to dirt on the read/write head, some errors are false signals), fdformat won't complain, but a real error will abort the validation process. The kernel will print log messages for each I/O error it finds; these will go to the console or, if syslog is being used, to the file /var/log/messages. fdformat itself won't tell where the error is (one usually doesn't care, floppies are cheap enough that a bad one is automatically thrown away).
	$ fdformat /dev/fd0H1440
	Double-sided, 80 tracks, 18 sec/track. Total capacity 
	1440 KB.
	Formatting ... done
	Verifying ... read: Unknown error
	$
	
The badblocks command can be used to search any disk or partition for bad blocks (including a floppy). It does not format the disk, so it can be used to check even existing filesystems. The example below checks a 3.5 inch floppy with two bad blocks.
	$ badblocks /dev/fd0H1440 1440
	718
	719
	$
	
badblocks outputs the block numbers of the bad blocks it finds. Most filesystems can avoid such bad blocks. They maintain a list of known bad blocks, which is initialized when the filesystem is made, and can be modified later. The initial search for bad blocks can be done by the mkfs command (which initializes the filesystem), but later checks should be done with badblocks and the new blocks should be added with fsck. We'll describe mkfs and fsck later.

Many modern disks automatically notice bad blocks, and attempt to fix them by using a special, reserved good block instead. This is invisible to the operating system. This feature should be documented in the disk's manual, if you're curious if it is happening. Even such disks can fail, if the number of bad blocks grows too large, although chances are that by then the disk will be so rotten as to be unusable.


5.9. Partitions

A hard disk can be divided into several partitions. Each partition functions as if it were a separate hard disk. The idea is that if you have one hard disk, and want to have, say, two operating systems on it, you can divide the disk into two partitions. Each operating system uses its partition as it wishes and doesn't touch the other ones. This way the two operating systems can co-exist peacefully on the same hard disk. Without partitions one would have to buy a hard disk for each operating system.

Floppies are not usually partitioned. There is no technical reason against this, but since they're so small, partitions would be useful only very rarely. CD-ROMs are usually also not partitioned, since it's easier to use them as one big disk, and there is seldom a need to have several operating systems on one.


5.9.1. The MBR, boot sectors and partition table

The information about how a hard disk has been partitioned is stored in its first sector (that is, the first sector of the first track on the first disk surface). The first sector is the master boot record (MBR) of the disk; this is the sector that the BIOS reads in and starts when the machine is first booted. The master boot record contains a small program that reads the partition table, checks which partition is active (that is, marked bootable), and reads the first sector of that partition, the partition's boot sector (the MBR is also a boot sector, but it has a special status and therefore a special name). This boot sector contains another small program that reads the first part of the operating system stored on that partition (assuming it is bootable), and then starts it.

The partitioning scheme is not built into the hardware, or even into the BIOS. It is only a convention that many operating systems follow. Not all operating systems do follow it, but they are the exceptions. Some operating systems support partitions, but they occupy one partition on the hard disk, and use their internal partitioning method within that partition. The latter type exists peacefully with other operating systems (including Linux), and does not require any special measures, but an operating system that doesn't support partitions cannot co-exist on the same disk with any other operating system.

As a safety precaution, it is a good idea to write down the partition table on a piece of paper, so that if it ever corrupts you don't have to lose all your files. (A bad partition table can be fixed with fdisk). The relevant information is given by the fdisk -l command:
	$ fdisk -l /dev/hda
	
	Disk /dev/hda: 15 heads, 57 sectors, 790 cylinders
	Units = cylinders of 855 * 512 bytes
	
	   Device Boot  Begin   Start     End  Blocks   Id  System
	/dev/hda1           1       1      24   10231+  82  Linux swap
	/dev/hda2          25      25      48   10260   83  Linux native
	/dev/hda3          49      49     408  153900   83  Linux native