ハンドブック:X86/インストール/ディスク

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X86 ハンドブック
インストール
インストールについて
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高度な機能
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はじめに
高度な設定
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機能の追加
動的な管理


ブロックデバイスの概要

ブロックデバイス

Gentoo Linuxの、そしてLinux一般の、ブロックデバイス、パーティション、Linuxファイルシステムを含めた、ディスクやファイルシステム中心の考え方について詳しく見てみましょう。ディスクの入出力とファイルシステムについて理解することで、インストールのためのパーティションとファイルシステムを構築できるようになります。

まずはブロックデバイスについて見ていきます。SCSIドライブやシリアルATAドライブは両方とも/dev/sda/dev/sdb/dev/sdcなどのようなデバイスハンドルとしてラベル付されます。更にモダンなマシンでは、PCI ExpressベースのNVMeソリッドステートディスクは、/dev/nvme0n1/dev/nvme0n2などのようなデバイスハンドルを持ちます。

The following table will help readers determine where to find a certain type of block device on the system:

Type of device Default device handle Editorial notes and considerations
SATA, SAS, SCSI, or USB flash /dev/sda Found on hardware from roughly 2007 until the present, this device handle is perhaps the most commonly used in Linux. These types of devices can be connected via the SATA bus, SCSI, USB bus as block storage. As example, the first partition on the first SATA device is called /dev/sda1.
NVM Express (NVMe) /dev/nvme0n1 The latest in solid state technology, NVMe drives are connected to the PCI Express bus and have the fastest transfer block speeds on the market. Systems from around 2014 and newer may have support for NVMe hardware. The first partition on the first NVMe device is called /dev/nvme0n1p1.
MMC, eMMC, and SD /dev/mmcblk0 embedded MMC devices, SD cards, and other types of memory cards can be useful for data storage. That said, many systems may not permit booting from these types of devices. It is suggested to not use these devices for active Linux installations; rather consider using them to transfer files, which is their design goal. Alternatively they could be useful for short-term backups.

上のブロックデバイスは、ディスクへの抽象的なインターフェースを表しています。ユーザープログラムはこれらのブロックデバイスを用いて、デバイスがIDE、SCSI、もしくは他のものであるかどうかを心配することなしにディスクと通信することができます。プログラムは容易にディスク上の記憶領域を、ランダムアクセスできる512バイトごとの連続領域としてアドレッシングできます。



Partition tables

Although it is theoretically possible to use a raw, unpartitioned disk to house a Linux system (when creating a btrfs RAID for example), this is almost never done in practice. Instead, disk block devices are split up into smaller, more manageable block devices. On x86 systems, these are called partitions. There are currently two standard partitioning technologies in use: MBR (sometimes also called DOS disklabel) and GPT; these are tied to the two boot process types: legacy BIOS boot and UEFI.

GUID Partition Table (GPT)

The GUID Partition Table (GPT) setup (also called GPT disklabel) uses 64-bit identifiers for the partitions. The location in which it stores the partition information is much bigger than the 512 bytes of the MBR partition table (DOS disklabel), which means there is practically no limit on the amount of partitions for a GPT disk. Also the size of a partition is bounded by a much greater limit (almost 8 ZiB - yes, zebibytes).

When a system's software interface between the operating system and firmware is UEFI (instead of BIOS), GPT is almost mandatory as compatibility issues will arise with DOS disklabel.

GPT also takes advantage of checksumming and redundancy. It carries CRC32 checksums to detect errors in the header and partition tables and has a backup GPT at the end of the disk. This backup table can be used to recover damage of the primary GPT near the beginning of the disk.

Important
There are a few caveats regarding GPT:
  • Using GPT on a BIOS-based computer works, but then one cannot dual-boot with a Microsoft Windows operating system. The reason is that Microsoft Windows will boot in UEFI mode if it detects a GPT partition label.
  • Some buggy (old) motherboard firmware configured to boot in BIOS/CSM/legacy mode might also have problems with booting from GPT labeled disks.

Master boot record (MBR) or DOS boot sector

The Master boot record boot sector (also called DOS boot sector or DOS disklabel) was first introduced in 1983 with PC DOS 2.x. MBR uses 32-bit identifiers for the start sector and length of the partitions, and supports three partition types: primary, extended, and logical. Primary partitions have their information stored in the master boot record itself - a very small (usually 512 bytes) location at the very beginning of a disk. Due to this small space, only four primary partitions are supported (for instance, /dev/sda1 to /dev/sda4).

In order to support more partitions, one of the primary partitions in the MBR can be marked as an extended partition. This partition can then contain additional logical partitions (partitions within a partition).

Important
Although still supported by most motherboard manufacturers, MBR boot sectors and their associated partitioning limitations are considered legacy. Unless working with hardware that is pre-2010, it best to partition a disk with GUID Partition Table. Readers who must proceed with setup type should knowingly acknowledge the following information:
  • Most post-2010 motherboards consider using MBR boot sectors a legacy (supported, but not ideal) boot mode.
  • Due to using 32-bit identifiers, partition tables in the MBR cannot address storage space that is larger than 2 TiBs in size.
  • Unless a extended partition is created, MBR supports a maximum of four partitions.
  • This setup does not provide a backup boot sector, so if something overwrites the partition table, all partition information will be lost.

That said, MBR and BIOS boot is still frequently used in virtualized cloud environments such as AWS.

The Handbook authors suggest using GPT whenever possible for Gentoo installations.

Advanced storage

The x86 Installation CDs provide support for Logical Volume Manager (LVM). LVM increases the flexibility offered by the partitioning setup. It allows to combine partitions and disks into volume groups and define RAID groups or caches on fast SSDs for slow HDs. The installation instructions below will focus on "regular" partitions, but it is good to know LVM is supported if that route is desired. Visit the LVM article for more details. Newcomers beware: although fully supported, LVM is outside the scope of this guide.

Default partitioning scheme

Throughout the remainder of the handbook, we will discuss and explain two cases: 1) GPT partition table and UEFI boot, and 2) MBR partition table and legacy BIOS boot. While it is possible to mix and match, that goes beyond the scope of this manual. As already stated above, installations on modern hardware should use GPT partition table and UEFI boot; as an exception from this rule, MBR and BIOS boot is still frequently used in virtualized (cloud) environments.

The following partitioning scheme will be used as a simple example layout:

Partition Filesystem Size Description
/dev/sda2 fat32 (UEFI) or ext4 (BIOS) 256M Boot/EFI system partition
/dev/sda2 (swap) RAM size * 2 Swap partition
/dev/sda3 ext4 Rest of the disk Root partition

If this suffices as information, the advanced reader can directly skip ahead to the actual partitioning.

Both fdisk and parted are partitioning utilities. fdisk is well known, stable, and recommended for the MBR partition layout. parted was one of the first Linux block device management utilities to support GPT partitions, and provides an alternative. Here, fdisk is used since it has a better text-based user interface.

Before going to the creation instructions, the first set of sections will describe in more detail how partitioning schemes can be created and mention some common pitfalls.

Designing a partition scheme

How many partitions and how big?

The design of disk partition layout is highly dependent on the demands of the system and the file system(s) applied to the device. If there are lots of users, then it is advised to have /home on a separate partition which will increase security and make backups and other types of maintenance easier. If Gentoo is being installed to perform as a mail server, then /var should be a separate partition as all mails are stored inside the /var directory. Game servers may have a separate /opt partition since most gaming server software is installed therein. The reason for these recommendations is similar to the /home directory: security, backups, and maintenance.

In most situations on Gentoo, /usr and /var should be kept relatively large in size. /usr hosts the majority of applications available on the system and the Linux kernel sources (under /usr/src). By default, /var hosts the Gentoo ebuild repository (located at /var/db/repos/gentoo) which, depending on the file system, generally consumes around 650 MiB of disk space. This space estimate excludes the /var/cache/distfiles and /var/cache/binpkgs directories, which will gradually fill with source files and (optionally) binary packages respectively as they are added to the system.

How many partitions and how big very much depends on considering the trade-offs and choosing the best option for the circumstance. Separate partitions or volumes have the following advantages:

  • Choose the best performing filesystem for each partition or volume.
  • The entire system cannot run out of free space if one defunct tool is continuously writing files to a partition or volume.
  • If necessary, file system checks are reduced in time, as multiple checks can be done in parallel (although this advantage is realized more with multiple disks than it is with multiple partitions).
  • Security can be enhanced by mounting some partitions or volumes read-only, nosuid (setuid bits are ignored), noexec (executable bits are ignored), etc.


However, multiple partitions have certain disadvantages as well:

  • If not configured properly, the system might have lots of free space on one partition and little free space on another.
  • A separate partition for /usr/ may require the administrator to boot with an initramfs to mount the partition before other boot scripts start. Since the generation and maintenance of an initramfs is beyond the scope of this handbook, we recommend that newcomers do not use a separate partition for /usr/.
  • There is also a 15-partition limit for SCSI and SATA unless the disk uses GPT labels.
Note
If you intend to uses Systemd, /usr/ must be available on boot, either as part of the root filesystem or mounted via an initramfs.

What about swap space?

There is no perfect value for swap space size. The purpose of the space is to provide disk storage to the kernel when internal memory (RAM) is under pressure. A swap space allows for the kernel to move memory pages that are not likely to be accessed soon to disk (swap or page-out), which will free memory in RAM for the current task. Of course, if the pages swapped to disk are suddenly needed, they will need to be put back in memory (page-in) which will take considerably longer than reading from RAM (as disks are very slow compared to internal memory).

When a system is not going to run memory intensive applications or has lots of RAM available, then it probably does not need much swap space. However do note in case of hibernation that swap space is used to store the entire contents of memory (likely on desktop and laptop systems rather than on server systems). If the system requires support for hibernation, then swap space larger than or equal to the amount of memory is necessary.

As a general rule, the swap space size is recommended to be twice the internal memory (RAM). For systems with multiple hard disks, it is wise to create one swap partition on each disk so that they can be utilized for parallel read/write operations. The faster a disk can swap, the faster the system will run when data in swap space must be accessed. When choosing between rotational and solid state disks, it is better for performance to put swap on the SSD. Also, swap files can be used as an alternative to swap partitions; this is mostly interesting for systems with very limited disk space.


What is the EFI System Partition (ESP)?

When installing Gentoo on a system that uses UEFI to boot the operating system (instead of BIOS), then it is important that an EFI System Partition (ESP) is created. The instructions below contain the necessary pointers to correctly handle this operation. The EFI system partition is not required when booting in BIOS/Legacy mode.

The ESP must be a FAT variant (sometimes shown as vfat on Linux systems). The official UEFI specification denotes FAT12, 16, or 32 filesystems will be recognized by the UEFI firmware, although FAT32 is recommended for the ESP. After partitioning, format the ESP accordingly:

root #mkfs.fat -F 32 /dev/sda2
Important
If the ESP is not formatted with a FAT variant, the system's UEFI firmware will not find the bootloader (or Linux kernel) and will most likely be unable to boot the system!


What is the BIOS boot partition?

A BIOS boot partition is only needed when combining a GPT partition layout with GRUB2 in BIOS/Legacy mode. It is not required when booting in EFI/UEFI mode, and also not required when using a MBR table. It is a very small (1 to 2 MB) partition in which boot loaders like GRUB2 can put additional data that doesn't fit in the allocated storage. It will not be used in this guide.


Partitioning the disk with GPT for UEFI

The following parts explain how to create the example partition layout for a GPT / UEFI boot installation using fdisk. The example partition layout was mentioned earlier:

Partition Description
/dev/sda2 EFI system (and boot) partition
/dev/sda2 Swap partition
/dev/sda3 Root partition

Change the partition layout according to personal preference.

Viewing the current partition layout

fdisk is a popular and powerful tool to split a disk into partitions. Fire up fdisk against the disk (in our example, we use /dev/sda):

root #fdisk /dev/sda

Use the p key to display the disk's current partition configuration:

Command (m for help):p
Disk /dev/sda: 28.89 GiB, 31001149440 bytes, 60549120 sectors
Disk model: DataTraveler 2.0
Units: sectors of 1 * 512 = 512 bytes
Sector size (logical/physical): 512 bytes / 512 bytes
I/O size (minimum/optimal): 512 bytes / 512 bytes
Disklabel type: gpt
Disk identifier: 21AAD8CF-DB67-0F43-9374-416C7A4E31EA
 
Device        Start      End  Sectors  Size Type
/dev/sda1      2048   526335   524288  256M EFI System
/dev/sda2    526336  2623487  2097152    1G Linux swap
/dev/sda3   2623488 19400703 16777216    8G Linux filesystem
/dev/sda4  19400704 60549086 41148383 19.6G Linux filesystem

This particular disk was configured to house two Linux filesystems (each with a corresponding partition listed as "Linux") as well as a swap partition (listed as "Linux swap").

Creating a new disklabel / removing all partitions

Type g to create a new GPT disklabel on the disk; this will remove all existing partitions.

Command (m for help):g
Created a new GPT disklabel (GUID: 87EA4497-2722-DF43-A954-368E46AE5C5F).

For an existing GPT disklabel (see the output of p above), alternatively consider removing the existing partitions one by one from the disk. Type d to delete a partition. For instance, to delete an existing /dev/sda1:

Command (m for help):d
Partition number (1-4): 1

The partition has now been scheduled for deletion. It will no longer show up when printing the list of partitions (p, but it will not be erased until the changes have been saved. This allows users to abort the operation if a mistake was made - in that case, type q immediately and hit Enter and the partition will not be deleted.

Repeatedly type p to print out a partition listing and then type d and the number of the partition to delete it. Eventually, the partition table will be empty:

Command (m for help):p
Disk /dev/sda: 28.89 GiB, 31001149440 bytes, 60549120 sectors
Disk model: DataTraveler 2.0
Units: sectors of 1 * 512 = 512 bytes
Sector size (logical/physical): 512 bytes / 512 bytes
I/O size (minimum/optimal): 512 bytes / 512 bytes
Disklabel type: gpt
Disk identifier: 87EA4497-2722-DF43-A954-368E46AE5C5F

Now that the in-memory partition table is empty, we're ready to create the partitions.

Creating the EFI system partition (ESP)

First create a small EFI system partition, which will also be mounted as /boot. Type n to create a new partition, followed by 1 to select the first partition. When prompted for the first sector, make sure it starts from 2048 (which may be needed for the boot loader) and hit Enter. When prompted for the last sector, type +256M to create a partition 256 Mbyte in size:

Command (m for help):n
Partition number (1-128, default 1): 1
First sector (2048-60549086, default 2048): 
Last sector, +/-sectors or +/-size{K,M,G,T,P} (2048-60549086, default 60549086): +256M
 
Created a new partition 1 of type 'Linux filesystem' and of size 256 MiB.

Mark the partition as EFI system partition:

Command (m for help):t
Selected partition 1
Partition type (type L to list all types): 1
Changed type of partition 'Linux filesystem' to 'EFI System'.

Creating the swap partition

Next, to create the swap partition, type n to create a new partition, then type 2 to create the second partition, /dev/sda2. When prompted for the first sector, hit Enter. When prompted for the last sector, type +4G (or any other size needed for the swap space) to create a partition 4GB in size.

Command (m for help):n
Partition number (2-128, default 2): 
First sector (526336-60549086, default 526336): 
Last sector, +/-sectors or +/-size{K,M,G,T,P} (526336-60549086, default 60549086): +4G
 
Created a new partition 2 of type 'Linux filesystem' and of size 4 GiB.

After all this is done, type t to set the partition type, 2 to select the partition just created and then type in 19 to set the partition type to "Linux Swap".

Command (m for help):t
Partition number (1,2, default 2): 2
Partition type (type L to list all types): 19
 
Changed type of partition 'Linux filesystem' to 'Linux swap'.

Creating the root partition

Finally, to create the root partition, type n to create a new partition. Then type 3 to create the third partition, /dev/sda3. When prompted for the first sector, hit Enter. When prompted for the last sector, hit Enter to create a partition that takes up the rest of the remaining space on the disk. After completing these steps, typing p should display a partition table that looks similar to this:

Command (m for help):p
Disk /dev/sda: 28.89 GiB, 31001149440 bytes, 60549120 sectors
Disk model: DataTraveler 2.0
Units: sectors of 1 * 512 = 512 bytes
Sector size (logical/physical): 512 bytes / 512 bytes
I/O size (minimum/optimal): 512 bytes / 512 bytes
Disklabel type: gpt
Disk identifier: 87EA4497-2722-DF43-A954-368E46AE5C5F
 
Device       Start      End  Sectors  Size Type
/dev/sda1     2048   526335   524288  256M EFI System
/dev/sda2   526336  8914943  8388608    4G Linux swap
/dev/sda3  8914944 60549086 51634143 24.6G Linux filesystem

Saving the partition layout

To save the partition layout and exit fdisk, type w.

Command (m for help):w

With the partitions created, it is now time to put filesystems on them.

Partitioning the disk with MBR for BIOS / legacy boot

The following explains how to create the example partition layout for a MBR / BIOS legacy boot installation. The example partition layout mentioned earlier is now:

Partition Description
/dev/sda2 Boot partition
/dev/sda2 Swap partition
/dev/sda3 Root partition

Change the partition layout according to personal preference.

Viewing the current partition layout

Fire up fdisk against the disk (in our example, we use /dev/sda):

root #fdisk /dev/sda

Use the p key to display the disk's current partition configuration:

Command (m for help):p
Disk /dev/sda: 28.89 GiB, 31001149440 bytes, 60549120 sectors
Disk model: DataTraveler 2.0
Units: sectors of 1 * 512 = 512 bytes
Sector size (logical/physical): 512 bytes / 512 bytes
I/O size (minimum/optimal): 512 bytes / 512 bytes
Disklabel type: gpt
Disk identifier: 21AAD8CF-DB67-0F43-9374-416C7A4E31EA
 
Device        Start      End  Sectors  Size Type
/dev/sda1      2048   526335   524288  256M EFI System
/dev/sda2    526336  2623487  2097152    1G Linux swap
/dev/sda3   2623488 19400703 16777216    8G Linux filesystem
/dev/sda4  19400704 60549086 41148383 19.6G Linux filesystem

This particular disk was until now configured to house two Linux filesystems (each with a corresponding partition listed as "Linux") as well as a swap partition (listed as "Linux swap"), using a GPT table.

Creating a new disklabel / removing all partitions

Type o to create a new MBR disklabel (here also named DOS disklabel) on the disk; this will remove all existing partitions.

Command (m for help):o
Created a new DOS disklabel with disk identifier 0xe04e67c4.
The device contains 'gpt' signature and it will be removed by a write command. See fdisk(8) man page and --wipe option for more details.

For an existing DOS disklabel (see the output of p above), alternatively consider removing the existing partitions one by one from the disk. Type d to delete a partition. For instance, to delete an existing /dev/sda1:

Command (m for help):d
Partition number (1-4): 1

The partition has now been scheduled for deletion. It will no longer show up when printing the list of partitions (p, but it will not be erased until the changes have been saved. This allows users to abort the operation if a mistake was made - in that case, type q immediately and hit Enter and the partition will not be deleted.

Repeatedly type p to print out a partition listing and then type d and the number of the partition to delete it. Eventually, the partition table will be empty:

Command (m for help):p
Disk /dev/sda: 28.89 GiB, 31001149440 bytes, 60549120 sectors
Disk model: DataTraveler 2.0
Units: sectors of 1 * 512 = 512 bytes
Sector size (logical/physical): 512 bytes / 512 bytes
I/O size (minimum/optimal): 512 bytes / 512 bytes
Disklabel type: dos
Disk identifier: 0xe04e67c4

Now we're ready to create the partitions.

Creating the boot partition

First, create a small partition which will be mounted as /boot. Type n to create a new partition, followed by p for a primary partition and 1 to select the first primary partition. When prompted for the first sector, make sure it starts from 2048 (which may be needed for the boot loader) and hit Enter. When prompted for the last sector, type +256M to create a partition 256 Mbyte in size:

Command (m for help):n
Partition type
   p   primary (0 primary, 0 extended, 4 free)
   e   extended (container for logical partitions)
Select (default p): p
Partition number (1-4, default 1): 1
First sector (2048-60549119, default 2048): 
Last sector, +/-sectors or +/-size{K,M,G,T,P} (2048-60549119, default 60549119): +256M
 
Created a new partition 1 of type 'Linux' and of size 256 MiB.

Creating the swap partition

Next, to create the swap partition, type n to create a new partition, then p, then type 2 to create the second primary partition, /dev/sda2. When prompted for the first sector, hit Enter. When prompted for the last sector, type +4G (or any other size needed for the swap space) to create a partition 4GB in size.

Command (m for help):n
Partition type
   p   primary (1 primary, 0 extended, 3 free)
   e   extended (container for logical partitions)
Select (default p): p
Partition number (2-4, default 2): 2
First sector (526336-60549119, default 526336): 
Last sector, +/-sectors or +/-size{K,M,G,T,P} (526336-60549119, default 60549119): +4G
 
Created a new partition 2 of type 'Linux' and of size 4 GiB.

After all this is done, type t to set the partition type, 2 to select the partition just created and then type in 82 to set the partition type to "Linux Swap".

Command (m for help):t
Partition number (1,2, default 2): 2
Hex code (type L to list all codes): 82

<!--T:179-->
Changed type of partition 'Linux' to 'Linux swap / Solaris'.

Creating the root partition

Finally, to create the root partition, type n to create a new partition. Then type p and 3 to create the third primary partition, /dev/sda3. When prompted for the first sector, hit Enter. When prompted for the last sector, hit Enter to create a partition that takes up the rest of the remaining space on the disk. After completing these steps, typing p should display a partition table that looks similar to this:

Command (m for help):p
Disk /dev/sda: 28.89 GiB, 31001149440 bytes, 60549120 sectors
Disk model: DataTraveler 2.0
Units: sectors of 1 * 512 = 512 bytes
Sector size (logical/physical): 512 bytes / 512 bytes
I/O size (minimum/optimal): 512 bytes / 512 bytes
Disklabel type: dos
Disk identifier: 0xe04e67c4
 
Device     Boot   Start      End  Sectors  Size Id Type
/dev/sda1          2048   526335   524288  256M 83 Linux
/dev/sda2        526336  8914943  8388608    4G 82 Linux swap / Solaris
/dev/sda3       8914944 60549119 51634176 24.6G 83 Linux

Saving the partition layout

To save the partition layout and exit fdisk, type w.

Command (m for help):w

Now it is time to put filesystems on the partitions.



ファイルシステムを作成する

はじめに

パーティションが作成できたら、その上にファイルシステムを作成します。次の節ではLinuxがサポートする各種ファイルシステムを紹介します。どのファイルシステムを使うかをすでに決めているなら、パーティションにファイルシステムを適用するへ進みましょう。そうでなければ、次の節を読んで利用可能なファイルシステムについて知るのがよいでしょう。

ファイルシステム

利用可能なファイルシステムは複数あります。そのうちいくつかはアーキテクチャx86上で安定して動作するとされています--重要なパーティションに実験的なファイルシステムを選択するときは、事前にファイルシステムのサポート状況を十分に知っておくことを推奨します。

btrfs
スナップショット、チェックサムによる自己修復、透過的圧縮、サブボリューム、RAIDの統合など、多くの先進機能を提供する次世代のファイルシステムです。いくつかのディストリビューションはこれをすぐに使えるオプションとして提供し始めていますが、未だ製品に使える状態ではありません。ファイルシステムが壊れたという報告はよくあります。開発者はユーザーに、安全のため最新のカーネルバージョンを使うようしきりに促しています。古いカーネルには既知の問題があるからです。この状況は何年も続いており、事態が変わってきたと判断するには早すぎます。問題への修正が古いカーネルにバックポートされることは滅多にありません。このファイルシステムを使う際は十分注意を払うようにしてください。
ext2
試練を受けた本当のLinuxファイルシステムですが、メタデータジャーナリングがないため、起動時に行われる毎回のext2ファイルシステムチェックは時間のかかるものになります。今ではジャーナルの効く新世代の、整合性を非常に素早くチェックできるファイルシステムの選択肢が数多くありますから、一般的にはそちらのほうが、ジャーナルの効かない対抗馬より好まれます。ジャーナルの効くファイルシステムは、システム起動の際たまたまファイルシステムに不整合があった場合の長い遅延を防いでくれます。
ext3
ジャーナルが有効になった ext2 ファイルシステムであり、full data及びordered dataジャーナリングといった強力なジャーナリングモードに加え、高速な修復のためのメタデータジャーナリングをサポートします。HTreeインデックスによって、ほぼすべての状況で高いパフォーマンスが可能になります。簡単にいえば、ext3 はとても優れた信頼できるファイルシステムです。
ext4
もともと ext3 のフォークとして作られた ext4 は、新機能、パフォーマンスの向上と、ディスク上でのフォーマットの適度な変更による、サイズ制限の撤廃を提供します。ボリュームは1EBまで広げることができ、最大のファイルサイズは16TBです。古典的なext2/3のbitmap block割当ての代わりに、ext4 はextentを使い、大きなファイルでのパフォーマンスを向上し、断片化を減らしています。ext4は他にもより洗練されたアロケーションアルゴリズム(遅延割当てと複数ブロック割当て)を提供し、ファイルシステムドライバーに、ディスク上のデータのレイアウトを最適化するより多くの方法を与えています。ext4 は推奨される、全目的、全プラットフォームのファイルシステムです。
f2fs
Flash-Friendly File Systemはもともと、SamsungによってNANDフラッシュメモリで利用するために作られました。2016年Q2現在、このファイルシステムはまだ未熟なものと思われますが、GentooをmicroSDカードやUSBスティックや他のフラッシュベースの記憶装置にインストールする際にはすばらしい選択でしょう。
JFS
IBMの高パフォーマンスジャーナリングファイルシステムです。JFSは軽量、高速かつ信頼できる、B+木ベースのファイルシステムで、様々な条件で良いパフォーマンスが出ます。
ReiserFS
B+木ベースのジャーナルが有効なファイルシステムで、全体的に良いパフォーマンスが出ます。特に、大量の小さなファイルを扱う際は、CPUサイクルを多く消費するものの、高いパフォーマンスを得ることができます。ReiserFSは他のファイルシステムと比べるとあまり保守されていないように思われます。
XFS
メタデータジャーナリングのあるファイルシステムで、堅牢な機能セットを持ち、スケーラビリティに最適化されています。XFSはどうやら、様々なハードウェアの問題に対してはあまり寛大ではないようです。
vfat
別名FAT32。Linuxでサポートされていますが、いかなるパーミッションの設定もサポートされていません。ほとんど、他のOS(主にMicrosoft Windows)との相互運用性のために使われていますが、いくつかのシステムファームウェア(たとえばUEFI)でも必要になります。
NTFS
この "New Technology" ファイルシステムは、Microsoft Windowsのフラッグシップファイルシステムです。上記のvfatと同様、BSDやLinuxが正しく動作するために必要なパーミッション設定や拡張属性を保持しないため、ルートファイルシステムとして使うことはできません。Microsoft Windowsとの相互運用のためにのみ使うべきです(「のみ」の強調に注意してください)。

パーティションにファイルシステムを適用する

パーティションまたはボリュームの上にファイルシステムを作成するには、ファイルシステムごとに異なるユーザースペースのユーティリティが利用可能です。下表でファイルシステムの名前をクリックすると、それぞれに追加の情報が得られます:

ファイルシステム 作成コマンド Minimal CD にある? パッケージ
btrfs mkfs.btrfs はい sys-fs/btrfs-progs
ext2 mkfs.ext2 はい sys-fs/e2fsprogs
ext3 mkfs.ext3 はい sys-fs/e2fsprogs
ext4 mkfs.ext4 はい sys-fs/e2fsprogs
f2fs mkfs.f2fs はい sys-fs/f2fs-tools
jfs mkfs.jfs はい sys-fs/jfsutils
reiserfs mkfs.reiserfs はい sys-fs/reiserfsprogs
xfs mkfs.xfs はい sys-fs/xfsprogs
vfat mkfs.vfat はい sys-fs/dosfstools
NTFS mkfs.ntfs はい sys-fs/ntfs3g

例えば、パーティション構造例の通りに、ブートパーティション(/dev/sda2)をext2に、ルートパーティション(/dev/sda4)をext4に設定するには、次のコマンドが使えます:

root #mkfs.ext2 /dev/sda2
root #mkfs.ext4 /dev/sda4

ext2、ext3、ext4を(8GB以下の)小さいパーティションに使用するときは、十分なinode数を確保できるように適切なオプションを指定してファイルシステムを作成する必要があります。mke2fs (mkfs.ext2)アプリケーションは、「inodeあたりのバイト数」を指定することで、ファイルシステムが持つべきinode数を計算することができます。もっと小さいパーティションでは、計算されたinode数よりも大きい値を設定するとよいでしょう。

root #mkfs.ext2 -T small /dev/<device>
root #mkfs.ext3 -T small /dev/<device>
root #mkfs.ext4 -T small /dev/<device>

上のコマンドは通常では、「inodeあたりのバイト数」を16kBから4kBに減らすので、ファイルシステムに4倍のinode数を確保できます。比率を指定することで、さらに細かく調節することもできます:

それでは、新しく作成したパーティション(または論理ボリューム)にファイルシステムを作成しましょう。

スワップパーティションを有効にする

mkswapはスワップパーティションを初期化するために使われるコマンドです:

root #mkswap /dev/sda3

スワップパーティションを有効化するには、swaponを使います:

root #swapon /dev/sda3

上述のコマンドで、スワップを作成して有効化しましょう。

ルートパーティションのマウント

パーティションが初期化され、ファイルシステムを格納したので、それらのパーティションをマウントする時です。 mount コマンドを使用しますが、作成されたすべてのパーティションに必要なマウントディレクトリを作成することを忘れないでください。例として、 rootパーティションをマウントします。

root #mount /dev/sda4 /mnt/gentoo
Note
もし/tmp/を別のパーティションに置く必要があるなら、マウントしたあと権限の変更を忘れずに行ってください:
root #chmod 1777 /mnt/gentoo/tmp
/var/tmpについても同様です。

このあと解説の中で、proc ファイルシステム(仮想的なカーネルとのインターフェース)が、他のカーネル擬似ファイルシステムと同様にマウントされますが、まず最初は、Gentooインストールファイルをインストールします。