Optional: Installing firmware and/or microcode
Before getting to configuring kernel sections, it is beneficial to be aware that some hardware devices require additional, sometimes non-FOSS compliant, firmware to be installed on the system before they will operate correctly. This is often the case for wireless network interfaces commonly found in both desktop and laptop computers. Modern video chips from vendors like AMD, Nvidia, and Intel, often also require external firmware files to be fully functional. Most firmware for modern hardware devices can be found within the sys-kernel/linux-firmware package.
It is recommended to have the sys-kernel/linux-firmware package installed before the initial system reboot in order to have the firmware available in the event that it is necessary:
emerge --ask sys-kernel/linux-firmware
Installing certain firmware packages often requires accepting the associated firmware licenses. If necessary, visit the license handling section of the Handbook for help on accepting licenses.
It is important to note that kernel symbols that are built as modules (M) will load their associated firmware files from the filesystem when they are loaded by the kernel. It is not necessary to include the device's firmware files into the kernel's binary image for symbols loaded as modules.
In addition to discrete graphics hardware and network interfaces, CPUs also can require firmware updates. Typically this kind of firmware is referred to as microcode. Newer revisions of microcode are sometimes necessary to patch instability, security concerns, or other miscellaneous bugs in CPU hardware.
Microcode updates for AMD CPUs are distributed within the aforementioned sys-kernel/linux-firmware package. Microcode for Intel CPUs can be found within the sys-firmware/intel-microcode package, which will need to be installed separately. See the Microcode article for more information on how to apply microcode updates.
Kernel configuration and compilation
Now it is time to configure and compile the kernel sources. For the purposes of the installation, three approaches to kernel management will be presented, however at any point post-installation a new approach can be employed.
Ranked from least involved to most involved:
- Full automation approach: Distribution kernels
- A Distribution Kernel is used to configure, automatically build, and install the Linux kernel, its associated modules, and (optionally, but enabled by default) an initramfs file. Future kernel updates are fully automated since they are handled through the package manager, just like any other system package. It is possible provide a custom kernel configuration file if customization is necessary. This is the least involved process and is perfect for new Gentoo users due to it working out-of-the-box and offering minimal involvement from the system administrator.
- Hybrid approach: Genkernel
- New kernel sources are installed via the system package manager. System administrators may use Gentoo's genkernel tool to configure, build, and install the Linux kernel, its associated modules, and (optionally, but not enabled by default) an initramfs file. It is possible provide a custom kernel configuration file if customization is necessary. Future kernel configuration, compilation, and installation require the system administrator's involvement in the form of running eselect kernel, genkernel, and potentially other commands for each update.
- Full manual approach
- New kernel sources are installed via the system package manager. The kernel is manually configured, built, and installed using the eselect kernel and a slew of make commands. Future kernel updates repeat the manual process of configuring, building, and installing the kernel files. This is the most involved process, but offers maximum control over the kernel update process.
The core around which all distributions are built is the Linux kernel. It is the layer between the user's programs and the system hardware. Although the handbook provides its users several possible kernel sources, a more comprehensive listing with more detailed descriptions is available at the Kernel overview page.
Installing the kernel sources
This section is only relevant when using the following genkernel (hybrid) or manual kernel management approach.
When installing and compiling the kernel for ppc64-based systems, Gentoo recommends the sys-kernel/gentoo-sources package.
Choose an appropriate kernel source and install it using emerge:
emerge --ask sys-kernel/gentoo-sources
This will install the Linux kernel sources in /usr/src/ using the specific kernel version in the path. It will not create a symbolic link by itself without
USE=symlink being enabled on the chosen kernel sources package.
It is conventional for a /usr/src/linux symlink to be maintained, such that it refers to whichever sources correspond with the currently running kernel. However, this symbolic link will not be created by default. An easy way to create the symbolic link is to utilize eselect's kernel module.
For further information regarding the purpose of the symlink, and how to manage it, please refer to Kernel/Upgrade.
First, list all installed kernels:
eselect kernel list
Available kernel symlink targets:  linux-3.16.5-gentoo
In order to create a symbolic link called linux, use:
eselect kernel set 1
ls -l /usr/src/linux
lrwxrwxrwx 1 root root 12 Oct 13 11:04 /usr/src/linux -> linux-3.16.5-gentoo
If an entirely manual configuration looks too daunting, system administrators should consider using genkernel as a hybrid approach to kernel maintenance.
Genkernel provides a generic kernel configuration file and will compile the kernel and initramfs, then install the resulting binaries to the appropriate locations. This results in minimal and generic hardware support for the system's first boot, and allows for additional update control and customization of the kernel's configuration in the future.
Be informed: while using genkernel to maintain the kernel provides system administrators with more update control over the system's kernel, initramfs, and other options, it will require a time and effort commitment to perform future kernel updates as new sources are released. Those looking for a hands-off approach to kernel maintenance should use a distribution kernel.
For additional clarity, it is a misconception to believe genkernel automatically generates a custom kernel configuration for the hardware on which it is run; it uses a predetermined kernel configuration that supports most generic hardware and automatically handles the make commands necessary to assemble and install the kernel, the associate modules, and the initramfs file.
Binary redistributable software license group
If the linux-firmware package has been previously installed, then skip onward to the to the installation section.
As a prerequisite, due to the
firwmare USE flag being enabled by default for the sys-kernel/genkernel package, the package manager will also attempt to pull in the sys-kernel/linux-firmware package. The binary redistributable software licenses are required to be accepted before the linux-firmware will install.
This license group can be accepted system-wide for any package by adding the
@BINARY-REDISTRIBUTABLE as an ACCEPT_LICENSE value in the /etc/portage/make.conf file. It can be exclusively accepted for the linux-firmware package by adding a specific inclusion via a /etc/portage/package.license/linux-firmware file.
If in analysis paralysis, the following will do the trick:
Explanations and prerequisites aside, install the sys-kernel/genkernel package:
emerge --ask sys-kernel/genkernel
Compile the kernel sources by running genkernel all. Be aware though, as genkernel compiles a kernel that supports a wide array of hardware for differing computer architectures, this compilation may take quite a while to finish.
If the root partition/volume uses a filesystem other than ext4, it may be necessary to manually configure the kernel using genkernel --menuconfig all to add built-in kernel support for the particular filesystem(s) (i.e. not building the filesystem as a module).
Users of LVM2 should add
--lvmas an argument to the genkernel command below.
genkernel --mountboot --install all
Once genkernel completes, a kernel and an initial ram filesystem (initramfs) will be generated and installed into the /boot directory. Associated modules will be installed into the /lib/modules directory. The initramfs will be started immediately after loading the kernel to perform hardware auto-detection (just like in the live disk image environments).
ls /boot/vmlinu* /boot/initramfs*
Alternative: Manual configuration
Manually configuring a kernel is often seen as the most difficult procedure a Linux user ever has to perform. Nothing is less true - after configuring a couple of kernels no one remembers that it was difficult!
However, one thing is true: it is vital to know the system when a kernel is configured manually. Most information can be gathered by emerging sys-apps/pciutils which contains the lspci command:
emerge --ask sys-apps/pciutils
Inside the chroot, it is safe to ignore any pcilib warnings (like pcilib: cannot open /sys/bus/pci/devices) that lspci might throw out.
Another source of system information is to run lsmod to see what kernel modules the installation CD uses as it might provide a nice hint on what to enable.
Now go to the kernel source directory and execute make menuconfig. This will fire up menu-driven configuration screen.
The Linux kernel configuration has many, many sections. Let's first list some options that must be activated (otherwise Gentoo will not function, or not function properly without additional tweaks). We also have a Gentoo kernel configuration guide on the Gentoo wiki that might help out further.
Enabling required options
When using sys-kernel/gentoo-sources, it is strongly recommend the Gentoo-specific configuration options be enabled. These ensure that a minimum of kernel features required for proper functioning is available:
Gentoo Linux ---> Generic Driver Options ---> [*] Gentoo Linux support [*] Linux dynamic and persistent device naming (userspace devfs) support [*] Select options required by Portage features Support for init systems, system and service managers ---> [*] OpenRC, runit and other script based systems and managers [*] systemd
When using sys-kernel/vanilla-sources, the additional selections for init systems will be unavailable. Enabling support is possible, but goes beyond the scope of the handbook.
Enabling support for typical system components
Make sure that every driver that is vital to the booting of the system (such as SATA controllers, NVMe block device support, filesystem support, etc.) is compiled in the kernel and not as a module, otherwise the system may not be able to boot completely.
Next select the exact processor type. It is also recommended to enable MCE features (if available) so that users are able to be notified of any hardware problems. On some architectures (such as x86_64), these errors are not printed to dmesg, but to /dev/mcelog. This requires the app-admin/mcelog package.
Also select Maintain a devtmpfs file system to mount at /dev so that critical device files are already available early in the boot process (CONFIG_DEVTMPFS and CONFIG_DEVTMPFS_MOUNT):
Device Drivers ---> Generic Driver Options ---> [*] Maintain a devtmpfs filesystem to mount at /dev [*] Automount devtmpfs at /dev, after the kernel mounted the rootfs
Verify SCSI disk support has been activated (CONFIG_BLK_DEV_SD):
Device Drivers ---> SCSI device support ---> <*> SCSI device support <*> SCSI disk support
Device Drivers ---> <*> Serial ATA and Parallel ATA drivers (libata) ---> [*] ATA ACPI Support [*] SATA Port Multiplier support <*> AHCI SATA support (ahci) [*] ATA BMDMA support [*] ATA SFF support (for legacy IDE and PATA) <*> Intel ESB, ICH, PIIX3, PIIX4 PATA/SATA support (ata_piix)
Verify basic NVMe support has been enabled:
Device Drivers ---> <*> NVM Express block device
Device Drivers ---> NVME Support ---> <*> NVM Express block device
It does not hurt to enable the following additional NVMe support:
[*] NVMe multipath support [*] NVMe hardware monitoring <M> NVM Express over Fabrics FC host driver <M> NVM Express over Fabrics TCP host driver <M> NVMe Target support [*] NVMe Target Passthrough support <M> NVMe loopback device support <M> NVMe over Fabrics FC target driver < > NVMe over Fabrics FC Transport Loopback Test driver (NEW) <M> NVMe over Fabrics TCP target support
Now go to File Systems and select support for the filesystems that will be used by the system. Do not compile the file system that is used for the root filesystem as module, otherwise the system may not be able to mount the partition. Also select Virtual memory and /proc file system. Select one or more of the following options as needed by the system:
File systems ---> <*> Second extended fs support <*> The Extended 3 (ext3) filesystem <*> The Extended 4 (ext4) filesystem <*> Btrfs filesystem support <*> XFS filesystem support DOS/FAT/NT Filesystems ---> <*> MSDOS fs support <*> VFAT (Windows-95) fs support Pseudo Filesystems ---> [*] /proc file system support [*] Tmpfs virtual memory file system support (former shm fs)
If PPPoE is used to connect to the Internet, or a dial-up modem, then enable the following options (CONFIG_PPP, CONFIG_PPP_ASYNC, and CONFIG_PPP_SYNC_TTY):
Device Drivers ---> Network device support ---> <*> PPP (point-to-point protocol) support <*> PPP over Ethernet <*> PPP support for async serial ports <*> PPP support for sync tty ports
The two compression options won't harm but are not definitely needed, neither does the PPP over Ethernet option, that might only be used by ppp when configured to do kernel mode PPPoE.
Don't forget to include support in the kernel for the network (Ethernet or wireless) cards.
Most systems also have multiple cores at their disposal, so it is important to activate Symmetric multi-processing support (CONFIG_SMP):
Processor type and features ---> [*] Symmetric multi-processing support
In multi-core systems, each core counts as one processor.
If USB input devices (like keyboard or mouse) or other USB devices will be used, do not forget to enable those as well:
Device Drivers ---> HID support ---> -*- HID bus support <*> Generic HID driver [*] Battery level reporting for HID devices USB HID support ---> <*> USB HID transport layer [*] USB support ---> <*> xHCI HCD (USB 3.0) support <*> EHCI HCD (USB 2.0) support <*> OHCI HCD (USB 1.1) support <*> Unified support for USB4 and Thunderbolt --->
Compiling and installing
Now that the kernel is configured, it is time to compile and install it. Exit the configuration and start the compilation process:
make && make modules_install
It is possible to enable parallel builds using make -jX with X being the number of parallel tasks that the build process is allowed to launch. This is similar to the instructions about /etc/portage/make.conf earlier, with the MAKEOPTS variable.
When the kernel has finished compiling, copy the kernel image to /boot:
cp vmlinux /boot/kernel-3.16.5-gentoo
Optional: Building an initramfs
In certain cases it is necessary to build an initramfs - an initial ram-based file system. The most common reason is when important file system locations (like /usr/ or /var/) are on separate partitions. With an initramfs, these partitions can be mounted using the tools available inside the initramfs.
Without an initramfs, there is a risk that the system will not boot properly as the tools that are responsible for mounting the file systems require information that resides on unmounted file systems. An initramfs will pull in the necessary files into an archive which is used right after the kernel boots, but before the control is handed over to the init tool. Scripts on the initramfs will then make sure that the partitions are properly mounted before the system continues booting.
If using genkernel, it should be used for both building the kernel and the initramfs. When using genkernel only for generating an initramfs, it is crucial to pass
--kernel-config=/path/to/kernel.configto genkernel or the generated initramfs may not work with a manually built kernel. Note that manually built kernels go beyond the scope of support for the handbook. See the kernel configuration article for more information.
To install an initramfs, install sys-kernel/dracut first, then have it generate an initramfs:
emerge --ask sys-kernel/dracut
The initramfs will be stored in /boot/. The resulting file can be found by simply listing the files starting with initramfs:
Now continue with Kernel modules.
Listing available kernel modules
Hardware modules are optional to be listed manually. udev will normally load all hardware modules that are detected to be connected in most cases. However, it is not harmful for modules that will be automatically loaded to be listed. Modules cannot be loaded twice; they are either loaded or unloaded. Sometimes exotic hardware requires help to load their drivers.
The modules that need to be loaded during each boot in can be added to /etc/modules-load.d/*.conf files in the format of one module per line. When extra options are needed for the modules, they should be set in /etc/modprobe.d/*.conf files instead.
To view all modules available for a specific kernel version, issue the following find command. Do not forget to substitute "<kernel version>" with the appropriate version of the kernel to search:
find /lib/modules/<kernel version>/ -type f -iname '*.o' -or -iname '*.ko' | less
Force loading particular kernel modules
To force load the kernel to load the 3c59x.ko module (which is the driver for a specific 3Com network card family), edit the /etc/modules-load.d/network.conf file and enter the module name within it.
mkdir -p /etc/modules-load.d
nano -w /etc/modules-load.d/network.conf
Note that the module's .ko file suffix is insignificant to the loading mechanism and left out of the configuration file:
Continue the installation with Configuring the system.