- 1 Chrooting
- 2 Configuring Portage
- 3 Optional: Using systemd
- 4 Timezone
- 5 Configure locales
Optional: Selecting mirrors
In order to download source code quickly it is recommended to select a fast mirror. Portage will look in the make.conf file for the GENTOO_MIRRORS variable and use the mirrors listed therein. It is possible to surf to the Gentoo mirror list and search for a mirror (or mirrors) that is close to the system's physical location (as those are most frequently the fastest ones). However, we provide a nice tool called mirrorselect which provides users with a nice interface to select the mirrors needed. Just navigate to the mirrors of choice and press Spacebar to select one or more mirrors.
mirrorselect -i -o >> /mnt/gentoo/etc/portage/make.conf
Gentoo ebuild repository
A second important step in selecting mirrors is to configure the Gentoo ebuild repository via the /etc/portage/repos.conf/gentoo.conf file. This file contains the sync information needed to update the package repository (the collection of ebuilds and related files containing all the information Portage needs to download and install software packages).
Configuring the repository can be done in a few simple steps. First, if it does not exist, create the repos.conf directory:
Next, copy the Gentoo repository configuration file provided by Portage to the (newly created) repos.conf directory:
cp /mnt/gentoo/usr/share/portage/config/repos.conf /mnt/gentoo/etc/portage/repos.conf/gentoo.conf
Take a peek with a text editor or by using the cat command. The inside of the file should be in .ini format and look like this:
[gentoo] location = /usr/portage sync-type = rsync sync-uri = rsync://rsync.gentoo.org/gentoo-portage auto-sync = yes
The default sync-uri variable value listed above will determine a mirror location based on a rotation. This will aid in easing bandwidth stress on Gentoo's infrastructure and will provide a fail safe in case a specific mirror is offline. It is recommended the default URI is kept.
For those who wish to choose a single mirror in a closer geographic region, a text editor can be used to change the default value. Again, this is not recommended, but can be done if necessary. This can be helpful especially useful for those who use Gentoo in a private company or a large-scale corporate environment.
For those interested, the official spec for Portage's plug-in sync API can be found in the Portage project's Sync article.
Copy DNS info
One thing still remains to be done before entering the new environment and that is copying over the DNS information in /etc/resolv.conf. This needs to be done to ensure that networking still works even after entering the new environment. /etc/resolv.conf contains the name servers for the network.
To copy this information, it is recommended to pass the
-L option to the cp command. This ensures that, if /etc/resolv.conf is a symbolic link, that the link's target file is copied instead of the symbolic link itself. Otherwise in the new environment the symbolic link would point to a non-existing file (as the link's target is most likely not available inside the new environment).
cp -L /etc/resolv.conf /mnt/gentoo/etc/
Mounting the necessary filesystems
In a few moments, the Linux root will be changed towards the new location. To make sure that the new environment works properly, certain filesystems need to be made available there as well.
The filesystems that need to be made available are:
- /proc/ which is a pseudo-filesystem (it looks like regular files, but is actually generated on-the-fly) from which the Linux kernel exposes information to the environment
- /sys/ which is a pseudo-filesystem, like /proc/ which it was once meant to replace, and is more structured than /proc/
- /dev/ is a regular file system, partially managed by the Linux device manager (usually udev), which contains all device files
The /proc/ location will be mounted on /mnt/gentoo/proc/ whereas the other two are bind-mounted. The latter means that, for instance, /mnt/gentoo/sys/ will actually be /sys/ (it is just a second entry point to the same filesystem) whereas /mnt/gentoo/proc/ is a new mount (instance so to speak) of the filesystem.
mount -t proc /proc /mnt/gentoo/proc
mount --rbind /sys /mnt/gentoo/sys
mount --make-rslave /mnt/gentoo/sys
mount --rbind /dev /mnt/gentoo/dev
mount --make-rslave /mnt/gentoo/dev
--make-rslaveoperations are needed for systemd support later in the installation.
When using non-Gentoo installation media, this might not be sufficient. Some distributions make /dev/shm a symbolic link to /run/shm/ which, after the chroot, becomes invalid. Making /dev/shm/ a proper tmpfs mount up front can fix this:
rm /dev/shm && mkdir /dev/shm
mount -t tmpfs -o nosuid,nodev,noexec shm /dev/shm
Also ensure that mode 1777 is set
chmod 1777 /dev/shm
Entering the new environment
Now that all partitions are initialized and the base environment installed, it is time to enter the new installation environment by chrooting into it. This means that the session will change its root (most top-level location that can be accessed) from the current installation environment (installation CD or other installation medium) to the installation system (namely the initialized partitions). Hence the name, change root or chroot.
This chrooting is done in three steps:
- The root location is changed from / (on the installation medium) to /mnt/gentoo/ (on the partitions) using chroot
- Some settings (those in /etc/profile) are reloaded in memory using the source command
- The primary prompt is changed to help us remember that this session is inside a chroot environment.
chroot /mnt/gentoo /bin/bash
export PS1="(chroot) $PS1"
From this point, all actions performed are immediately on the new Gentoo Linux environment. Of course it is far from finished, which is why the installation still has some sections left!
Mounting the boot partition
Now that the new environment has been entered, it is necessary to create and mount the /boot partition. This will be important when it is time to compile the kernel and install the bootloader:
mount /dev/sda2 /boot
Installing a Portage snapshot
Next step is to install a Portage snapshot, a collection of files that inform Portage what software titles are available to install, which profiles the administrator can select, etc.
The use of emerge-webrsync is recommended. This will fetch the latest Portage snapshot (which Gentoo releases on a daily basis) from one of Gentoo's mirrors and install it onto the system.
During this operation, emerge-webrsync might complain about a missing /usr/portage/ location. This is to be expected and nothing to worry about - the tool will create the location.
From this point onward, Portage might mention that certain updates are recommended to be executed. This is because certain system packages installed through the stage3 file might have newer versions available, and Portage is now aware of this because a new Portage snapshot is installed. This can be safely ignored for now; the updates can be triggered after the Gentoo installation has finished.
Optional: Updating the Gentoo ebuild repository
It is possible to update the Gentoo ebuild repository to the latest version. The previous emerge-webrsync command will have installed a very recent snapshot (usually recent up to 24h) so this step is definitely optional.
Suppose there is a need for the last package updates (up to 1 hour), then use emerge --sync. This command will use the rsync protocol to update the Gentoo ebuild repository (which was fetched earlier on through emerge-webrsync) to the latest state.
On slow terminals, like some framebuffers or serial consoles, it is recommended to use the
--quiet option to speed up the process:
emerge --sync --quiet
Reading news items
When the Gentoo ebuild repository is synchronized to the system, Portage may warn the user with messages similar to the following:
* IMPORTANT: 2 news items need reading for repository 'gentoo'. * Use eselect news to read news items.
News items were created to provide a communication medium to push critical messages to users via the rsync tree. To manage them, use eselect news. The eselect application is a Gentoo application that allows for a common management interface towards system changes and operations. In this case, eselect is asked to use its
news module, three operations are most used:
listan overview of the available news items is displayed.
readthe news items can be read.
purgenews items can be removed once they have been read and will not be reread anymore.
eselect news list
eselect news read
More information about the newsreader is available through its manual page:
Choosing the right profile
A profile is a building block for any Gentoo system. Not only does it specify default values for USE, CFLAGS, and other important variables, it also locks the system to a certain range of package versions. These settings are all maintained by Gentoo's Portage developers.
You can see what profile the system is currently using with eselect, now using the
eselect profile list
Available profile symlink targets:  default/linux/x86/13.0 *  default/linux/x86/13.0/desktop  default/linux/x86/13.0/desktop/gnome  default/linux/x86/13.0/desktop/kde
The output of the command is just an example and evolves over time.
As can be seen, there are also desktop subprofiles available for some architectures.
After viewing the available profiles for the x86 architecture, users can select a different profile for the system:
eselect profile set 2
The developer subprofile is specifically for Gentoo Linux development and is not meant to be used by regular users.
Updating the @world set
At this point, if a new system profile has been chosen, it is wise to update the system's @world set so that a base can be established for the new profile.
This following step is necessary for those who have selected a profile with
systemd in the title (since all of Gentoo's official stage tarballs use OpenRC as the default init system), however it is optional for the other profiles:
emerge --ask --update --deep --newuse @world
If a full scale desktop environment profile has been selected this process could greatly extend the amount of time necessary for the install process. Those in a time crunch can work by this 'rule of thumb': the shorter the profile name, the less specific the system's @world set; the less specific the @world set, the fewer packages the system will require. In other words:
default/linux/amd64/13.0will require very few packages to be updated, whereas
default/linux/amd64/13.0/desktop/gnome/systemdwill require many packages to be installed since the init system is changing from OpenRC to systemd, and the Gnome desktop environment framework will be installed.
Configuring the USE variable
USE is one of the most powerful variables Gentoo provides to its users. Several programs can be compiled with or without optional support for certain items. For instance, some programs can be compiled with gtk-support, or with qt-support. Others can be compiled with or without SSL support. Some programs can even be compiled with framebuffer support (svgalib) instead of X11 support (X-server).
Most distributions compile their packages with support for as much as possible, increasing the size of the programs and startup time, not to mention an enormous amount of dependencies. With Gentoo users can define what options a package should be compiled with. This is where USE comes into play.
In the USE variable users define keywords which are mapped onto compile-options. For instance,
ssl will compile ssl-support in the programs that support it.
-X will remove X-server support (note the minus sign in front).
gnome gtk -kde -qt4 will compile programs with GNOME (and GTK) support, and not with KDE (and Qt) support, making the system fully tweaked for GNOME (if the architecture supports it).
The default USE settings are placed in the make.defaults files of the Gentoo profile used by the system. Gentoo uses a (complex) inheritance system for its profiles, which we will not dive into at this stage. The easiest way to check the currently active USE settings is to run emerge --info and select the line that starts with USE:
emerge --info | grep ^USE
USE="X acl alsa amd64 berkdb bindist bzip2 cli cracklib crypt cxx dri ..."
The above example is truncated, the actual list of USE values is much, much larger.
A full description on the available USE flags can be found on the system in /usr/portage/profiles/use.desc.
Inside the less command, scrolling can be done using the ↑ and ↓ keys, and exited by pressing q.
As an example we show a USE setting for a KDE-based system with DVD, ALSA and CD Recording support:
nano -w /etc/portage/make.conf
USE="-gtk -gnome qt4 kde dvd alsa cdr"
When USE is defined in /etc/portage/make.conf it is added (or removed if the USE flag starts with the - sign) from that default list. Users who want to ignore any default USE settings and manage it completely themselves should start the USE definition in make.conf with
USE="-* X acl alsa ..."
Optional: Using systemd
The remainder of the Gentoo Handbook focuses on OpenRC as the default init support system. If systemd is wanted instead, or you are planning to use Gnome 3.8 and later (which requires systemd), please consult the systemd page as it elaborates on the different configuration settings and methods.
The Gentoo handbook can then be followed with that page in mind.
Select the timezone for the system. Look for the available timezones in /usr/share/zoneinfo/, then write it in the /etc/timezone file.
Suppose the timezone of choice is Europe/Brussels:
echo "Europe/Brussels" > /etc/timezone
Please avoid the /usr/share/zoneinfo/Etc/GMT* timezones as their names do not indicate the expected zones. For instance, GMT-8 is in fact GMT+8.
Next, reconfigure the sys-libs/timezone-data package, which will update the /etc/localtime file for us, based on the /etc/timezone entry. The /etc/localtime file is used by the system C library to know the timezone the system is in.
emerge --config sys-libs/timezone-data
Most users will want to use only one or two locales on their system.
Locales specify not only the language that the system should use to interact with the system, but also what the rules are for sorting strings, displaying dates and times, etc.
The locales that a system should support should be mentioned in /etc/locale.gen.
nano -w /etc/locale.gen
The following locales are an example to get both English (United States) and German (Germany) with the accompanying character formats (like UTF-8).
en_US ISO-8859-1 en_US.UTF-8 UTF-8 de_DE ISO-8859-1 de_DE@euro ISO-8859-15
We strongly suggest to use at least one UTF-8 locale because some applications may require it.
The next step is to run locale-gen. It will generate all the locales specified in the /etc/locale.gen file.
To verify that the selected locales are now available, run locale -a.
Once done, it is now time to set the system-wide locale settings. Again we use eselect for this, now with the
With eselect locale list, the available targets are displayed:
eselect locale list
Available targets for the LANG variable:  C  POSIX  en_US  en_US.iso88591  en_US.utf8  de_DE  de_DE.iso88591  de_DE.iso885915  de_DE.utf8 [ ] (free form)
With eselect locale set VALUE the correct locale can be set:
eselect locale set 9
Manually, this can still be accomplished through the /etc/env.d/02locale file:
Make sure a locale is set, as the system would otherwise display warnings and errors during kernel builds and other software deployments later in the installation.
Now reload the environment:
env-update && source /etc/profile && export PS1="(chroot) $PS1"