This chapter applies only to custom installations.
The custom installation procedure lets you select the disks and disk partitions on which to install the required Digital UNIX root (/), /usr, and /var file systems and swap areas.
This chapter contains information to help you determine whether you can use the default partition table and default file system layout or if you should customize the partition table and file system layout.
Before beginning disk planning exercises, you should know what the file systems will be used for and understand the concepts associated with allocating a file system to a disk partition.
The goal of this chapter is to provide the information necessary for you to perform the user actions shown in Table 3-1.
After reading this chapter, you will ... |
Decide whether you should use the default disk partitions and |
default file system layout. |
Determine whether or not you need to customize the disk partition table and |
file system layout. |
Decide which disks and partitions you want to select during the custom installation. |
The following terms are used throughout this chapter:
As shown in Appendix G, every supported disk has a preset default partition table. With the exception of the RZ55 disk type, the default partition table and default file system layout is designed so that the entire Digital UNIX base operating system can fit on the disk when the root (/) and /usr file systems and swap space are installed on the same disk. The default file system layout is:
The design of the default file system layout along with the default disk partition sizes allows the entire Digital UNIX operating system to fit on a supported disk. Therefore, you do not have to perform any disk planning exercises if you are comfortable using the default disk partition sizes and default file system layout because all disk and partition selection decisions have already been made for you.
Also remember that the custom installation procedure calculates the amount of free space remaining in the root, /usr, and /var file systems as you select optional software subsets. This information helps you decide whether the disk partitions you chose are large enough to hold the software subsets you want to install. This file system status is useful during the installation procedure because you can go back and change your disk and partition selections if the partitions are running out of space.
During a text-based custom installation, if a customized disk partition table exists on the disk chosen for the root file system, you have the option to use either the default disk partitions or the existing customized partitions. If neither the default nor existing partitions are suitable, you can exit the installation process to invoke the UNIX shell and use the disklabel command to modify disk partitions.
You should perform disk planning exercises if you plan to:
If your plans include any of the previous, it is suggested you read through the disk planning information in this chapter.
Throughout this chapter you are encouraged to complete worksheets to calculate the size of a file system. These worksheets will help you:
It will be helpful to keep in mind the following equations:
If you need to determine the size in MB of the default disk partitions for a disk, divide the size in blocks by 2048. Appendix G shows disk partition sizes in megabytes; as shown by the disklabel command, a disk label shows partition sizes in blocks.
The file system planning information in Section 3.4, Section 3.9, Section 3.8, and Section 3.7 will help you complete the file system summary worksheet in Section 3.10. If you perform the planning exercises and fill in the requested information, this worksheet provides the file system layout information that is required during a custom installation.
There are two requirements for the disk that contains the root file system:
Software Device Name | Disk Type |
ra |
RA60, RA71, RA72, RA73, RA81, RA82, RA90, RA92 |
re |
SWXCR10, SWXCR40, HSZ10, HSZ40 |
rz |
RZ25, RZ25F, RZ25L, RZ25M, RZ26, RZ26F, RZ26L, RZ26N, RZ28, RZ28B, RZ28D, RZ28L, RZ28M, RZ29B, RZ35, RZ55, RZ56, RZ57, RZ58, RZ73, RZ74 |
Table Notes:
Refer to the Digital UNIX Software Product Description (SPD) for a list of all supported disks on all processors. A printed copy of the SPD is included in the Digital UNIX Software Distribution Kit. Files containing the SPD are located on the CD-ROM labeled Digital UNIX V4.0 Operating System Volume 1 in the directories /DOCUMENTATION/POSTSCRIPT or /DOCUMENTATION/TEXT.
The unit number for the disk that contains the root file system must be in the range 0 to 255 for ra type devices, in the range 0 to 47 for re type devices (SCSI disks employing RAID technology), and in the range 0 to 511 for rz type devices. The installation procedure automatically displays the device name (with unit numbers) for each disk connected to your system.
The installation procedure prevents you from installing the Digital UNIX operating system on a disk that is too small. Refer to Section 5.8.1 for restrictions about putting the root file system on RZ55 and RZ24L disks. The RZ25 disk is not large enough to hold all mandatory and optional software subsets.
The purpose of this section is for you to review the disks connected to your system, select the disks you want to use during the installation, and then record information about those disks in the worksheet shown in Table 3-3.
The disk configuration worksheet provides space for five disks, which is the maximum number of disks that can be used and configured during an installation. Your system may have many more disks, but even if you choose a separate disk for the root, /usr, and /var file systems and a separate disk for the swap1 and swap2 areas, a total of five disks are used. You can configure and use the other disks connected to your system after the installation. Refer to the Digital UNIX Software Product Description (SPD) for the number of disks that can be configured on each type of system.
Disk Number | Device Name | Partition | Size (MB) |
1 | _____ | a | __________ |
b | __________ | ||
c | __________ | ||
d | __________ | ||
e | __________ | ||
f | __________ | ||
g | __________ | ||
h | __________ | ||
2 | _____ | a | __________ |
b | __________ | ||
c | __________ | ||
d | __________ | ||
e | __________ | ||
f | __________ | ||
g | __________ | ||
h | __________ | ||
3 | _____ | a | __________ |
b | __________ | ||
c | __________ | ||
d | __________ | ||
e | __________ | ||
f | __________ | ||
g | __________ | ||
h | __________ | ||
4 | _____ | a | __________ |
b | __________ | ||
c | __________ | ||
d | __________ | ||
e | __________ | ||
f | __________ | ||
g | __________ | ||
h | __________ | ||
5 | _____ | a | __________ |
b | __________ | ||
c | __________ | ||
d | __________ | ||
e | __________ | ||
f | __________ | ||
g | __________ | ||
h | __________ |
If you are installing Version 4.0 on a system that is already running Digital UNIX, use the disklabel command to look at the existing disk partition layout and sizes. A disk label looks similar to the following:
type: SCSI disk: RZ26L label: flags: bytes/sector: 512 sectors/track: 57 tracks/cylinder: 14 sectors/cylinder: 798 cylinders: 2570 sectors/unit: 2050860 rpm: 3600 interleave: 1 trackskew: 0 cylinderskew: 0 headswitch: 0 # milliseconds track-to-track seek: 0 # milliseconds drivedata: 0
8 partitions: # size offset fstype [fsize bsize cpg] a: 131072 0 4.2BSD 1024 8192 16 # (Cyl. 0 - 164*) b: 262144 131072 swap # (Cyl. 164*- 492*) c: 2050860 0 unused 1024 8192 # (Cyl. 0 - 2569) d: 552548 393216 unused 1024 8192 # (Cyl. 492*- 1185*) e: 552548 945764 unused 1024 8192 # (Cyl. 1185*- 1877*) f: 552548 1498312 unused 1024 8192 # (Cyl. 1877*- 2569) g: 819200 393216 4.2BSD 1024 8192 16 # (Cyl. 492*- 1519*) h: 838444 1212416 unused 1024 8192 # (Cyl. 1519*- 2569)
The procedure to display a disk label differs upon the following:
disklabel -r disk
Enter a command similar to the following to read the disk label for disk rz0:
#
disklabel -r rz0
If you are invoking the
disklabel
command from the UNIX Shell,
you must make the device special file for the
device. This example shows how to make the device special
file for a SCSI device,
rz1:
#
cd /dev
#
./MAKEDEV rz1
#
disklabel -r rz1
When you execute the disklabel command, the existing disk partition layout is read and displayed. If you want to display the default disk label for rz1 (or any other device), enter the following command:
#
disklabel -p rz1
Refer to Section 7.8 for more information about using the disklabel command in the UNIX Shell environment to customize disk partitions.
When calculating the available disk space for the root, /usr, and /var file systems, the installation procedure uses the following approximations for file system overhead based on the file system type selected for a particular file system:
That is, 4% of a file system (for UFS) and 5% of a file system (for AdvFS) is allocated for file system housekeeping and is not available to the partition for holding software. Additionally, UFS file systems are created with a default 10% minfree value, the minimum free space threshold, which holds back 10% of a UFS file system from non-root users. Privileged users still have access to this free space. Refer to the newfs(8) and tunefs(8) reference pages for a description of the minfree value.
In addition to the space set aside for file system overhead, additional space is reserved for kernel build considerations as follows:
This allows room for the kernel to be built in /usr and subsequently copied to the root file system.
During an installation, the free space shown during software subset selection includes these overhead requirements; you do not have to calculate this yourself.
If you plan to use the POLYCENTER Advanced File System (AdvFS) as the file system type and you install the optional AdvFS Utilities, which are available on a separate CD-ROM distribution and require a special license, modifying file system space is simplified. After the installation, the AdvFS utilities let you add or remove volumes from the AdvFS file systems with no changes to the directory structure and with no user interruption. There is no need to overallocate file system space for AdvFS file systems.
With the exception of the root file system, AdvFS file system size can be modified at any time (with the addvol command). Increases or decreases to file system size are transparent to the user.
The /usr directory contains the majority of the operating system files, including libraries, executable programs, and documentation. The directory structure contains directories such as /usr/sys, /usr/adm, and /usr/bin. These directories contain required system files and UNIX command binary files that require a considerable amount of space in the /usr file system.
During the installation procedure, you allocate the /usr file system either by accepting the default partition or by specifying another partition. If you choose the default allocation, the installation procedure uses the g partition of the disk that contains the root file system.
To determine the size of the /usr file system, consider the following:
Over time, you probably will add files to the /usr file system. Because of this, the file system can run out of space. Be sure to allow for future growth on the /usr file system.
If you plan to use the POLYCENTER Advanced File System (AdvFS) as the file system type and install the AdvFS Utilities (available with a separate license), you do not need to greatly overallocate space for the /usr file system. AdvFS file system space can be dynamically increased without changing directory structures and without system interruption. Refer to System Administration for more information about the AdvFS file system.
Section 3.7.1 to Section 3.8.7 briefly describe how these items affect the size of the /usr file system. As you work through each section, complete the worksheet in Table 3-4.
The /usr file system must be large enough to accommodate the software subsets that will reside within it. A software subset is a collection of executable files and data files needed to perform a specific function or to provide a particular class of services; for example, you need the System Accounting Utilities software subset to perform system accounting.
Appendix C contains software subset descriptions along with the dependent software subsets and kernel configuration file options related to each software subset. Appendix F contains a table of software subset sizes.
The mandatory software subsets are always installed. The optional software subsets are not required for the operating system to be fully functional; you can choose none, some, or all of the optional software subsets, depending on your requirements and available disk space.
You may want to consider allocating space for other associated or layered products that are available for Digital UNIX. When planning space requirements for /usr, allow additional space if you will be adding products in the future. Refer to the specific layered product's Release Notes for the exact block size of the application.
Determine which subsets you will install, add their sizes together, and include any additional space that will be required for large applications in the near future. Enter the total on the first line of Table 3-4.
The custom installation does not provide an area for user accounts and files; you need to set up this area after the installation.
However, you should consider the amount of space needed for user files when planning your system. If you plan to place users' home directories on /usr, you should reserve at least 10 MB of disk space for each user on the system. For example, if there are 10 users, you should reserve a minimum of 100 MB of disk space.
Note
Digital recommends creating a separate file system (on another disk) for users' home directories and mounting the new file system perhaps under the /usr file system. Mounting user's home directories in another file system ensures that the directories will not be overwritten during future full installations.
If you intend to set quotas on the user area, multiply the quota for each user by the number of users to determine the amount of user space. Refer to System Administration for information on disk quotas.
Enter the amount of space needed for the users directory on the second line of Table 3-4.
Add the values in column 3 of Table 3-4 to determine the total space requirements for the /usr file system.
Item | Obtain Number from ... | Space Required in /usr |
Size of software subsets | Appendix F | ________ |
Size of the user area | Section 3.7.2 | ________ |
Size of the var area (if in /usr) | Table 3-5 | ________ |
Total space required in /usr | ________ |
Refer to Table 3-3 to identify partitions that are large enough for the /usr file system.
In the following table, record the disk number (for example 3), device name (for example, rz0), and partition where you plan to allocate the /usr file system:
Disk Number | Device Name | Partition |
_______________ | ________________ | ________________ |
The /var area contains volatile, machine-specific directories and directories such as tmp and adm.
You can allocate the /var area either as a file system on its own partition or in a directory under the /usr file system. Depending on system use, the /var area can potentially use large amounts of space in the /usr/var directory. If system use is heavy, you might want to create a separate /var file system.
If you choose the default file system layout, the installation procedure places the var area as a directory in the /usr directory.
To determine the size of the var area, consider the following:
As you read through each of the following sections, complete the worksheet in Table 3-5.
If you plan to use the POLYCENTER Advanced File System (AdvFS) as the file system type for /var along with the AdvFS Utilities (available with a separate license), you do not need to greatly over allocate space for the /var file system. AdvFS file system space can be dynamically increased without changing directory structures and without system interruption. Refer to System Administration for more information about AdvFS.
Two disk areas are used when the system produces a crash dump.
As described in Section 3.9, the first area is located in the swap partition and is used to hold the crash dump until the system is rebooted. This area must be large enough to hold a single crash dump.
The second area is where the savecore utility copies the crash dump and a copy of the kernel, /vmunix, when the system is rebooted. This area is located in the /var/adm/crash directory. The disk partition that contains /var/adm/crash must be at least large enough to hold one crash dump and one copy of /vmunix which is 7 to 10 MB in size, but can be made as large as resources permit if you want to retain multiple crash dumps.
The crash dump partition must be as large as the size of physical memory on systems configured for full dumps, and can be somewhat smaller on systems configured for partial dumps.
If you want to retain multiple crash dumps, estimate the size of this partition by multiplying the total size required for a single crash dump and a copy of /vmunix by n, where n is the number of crash dumps to retain.
The Kernel Debugging guide contains a chapter devoted to managing crash dumps and crash dump files. This chapter includes information about how crash dumps are written, choosing partial or full dumps, deciding how much space to reserve for both crash dumps and crash dump files, and much more.
To determine the size and to record the location of the crash dump space, provide the following information:
#
uerf | grep -i memory
>>>
show mem
The var area requires room to accommodate the log files produced by both syslog and the binary error logger. These log files are a record of system events and errors in ASCII text (syslog) and binary formats.
The syslog utility collects information regarding such system activities as mail, system startup, shutdown, rebooting, root account logins, time daemon, printer subsystem, and syslog itself. Summary information on hardware errors is also logged. The amount of data logged is related to system activity and the number of users.
The binary error logger records information on hardware errors and system startup.
If you are creating a new system, estimate your total requirements at about 500 kB per week. There is no limit to how large the /var/adm/binary.errlog and the /var/adm/syslog files can grow, so they might eventually fill their partition. If you plan to back up or remove these log files once a month, you need to plan your total requirements at about 2 MB.
Enter the amount of space needed for the error logger on the second line of Table 3-5.
The /var/adm directory in the var area contains data files generated by administrative programs such as acct and wtmp. The data that these programs generate can vary widely from system to system and over time. For example, if you create a /var/adm/acct file, it can grow by 50 kB a day for a large system and by 5 kB a day for a workstation.
As a general guideline for system accounting, you should allot 10 kB per day for workstations and 100 kB per day for larger systems. If you back up or remove the system accounting file once a month, you should plan for accounting files that occupy about 300 kB for workstations and 3 MB for large systems. Refer to System Administration for more information on the space requirements for system accounting.
Enter the amount of space needed for system accounting on the third line in Table 3-5 that is located in Section 3.8.6.
The information in this section applies only if you are setting up the system to be a Remote Installation Services (RIS) server.
If you are planning to set up your system as a RIS server, you can transfer software subsets from the distribution media to the /var/adm/ris directory in the var area.
You must reserve enough space in the /var/adm/ris directory in the var area for the software you want to install in each RIS environment. Refer to Appendix C for a description of each software subset and the names of other subsets or kernel configuration file options related to its operation. Refer to Appendix F for the subset sizes.
Fill in the fourth line on the worksheet in Table 3-5 with the amount of space needed for the /var/adm/ris directory in the var area. If you plan to mount a separate partition on the /var/adm/ris directory after the installation, enter a 0 (zero) for item 4 in Table 3-5 that is located in Section 3.8.6.
Refer to Sharing Software on a Local Area Network for more information about RIS and setting up the network kit.
The information in this section applies only if you are setting up this system to be a Dataless Management Services (DMS) server.
If you want the system to serve a dataless environment, you should decide whether you want /var on a separate file system or whether you want to reserve a partition to mount under /var/adm/dms.
In a dataless management environment, the dataless server's environment file systems are located in /var/adm/dms/dmsn.alpha. Each environment must have at least the Digital UNIX mandatory subsets installed as well as other optional software subsets. Space must be reserved for associated or layered products plus an additional 10% for file system administration tasks and file system information. Refer to Appendix F for software subset sizes. For more information about the size requirements of a dataless environment, refer to Sharing Software on a Local Area Network. A worksheet in that guide is provided to help you calculate the amount of space required for a single /var/adm/dms file system.
Fill in the fifth line on the worksheet in Table 3-5 with the amount of space needed for the /var/adm/dms environments in the var area. If you plan to mount a separate partition on the /var/adm/dms area after the installation, enter a 0 (zero) for item 5 in Table 3-5 which is located in Section 3.8.6.
Add the values in column 3 of Table 3-5 to determine the space requirements for the var area.
Item | Obtain Number from... | Space Required in var |
Size of the /var/adm/crash directory | Section 3.8.1 | ________ |
Error logger | Section 3.8.2 | ________ |
System accounting | Section 3.8.3 | ________ |
Size of the /var/adm/ris directory | Section 3.8.4 | ________ |
Size of the /var/adm/dms directory | Section 3.8.5 | ________ |
Total space required in var | ________ |
If you plan to place the var area on the same partition as /usr, you must add the total size of the var area from the worksheet in Table 3-5 to the total of /usr.
If appropriate for your system, enter the amount of space needed for /var on the third line of Table 3-4.
Virtual memory is implemented in the Digital UNIX operating system by transparently moving pages back and forth between physical memory and swap space. The amount of virtual address space that can be created is limited only by the amount of swap space. This section discusses some of the factors to consider when configuring swap space on your system. System Tuning and Performance Management provides additional information about optimizing the use of swap space.
The custom installation procedure lets you configure two swap areas: a primary swap partition named swap1 and an optional swap partition named swap2. Additional swap partitions can be configured after the installation is complete by using the procedures described in System Administration.
During a custom installation, you are asked to choose which disk partition to use for swap1. The default choice is partition b of the system disk.
Note
Digital recommends a minimum of 128 MB of swap space. On supported disks, the default size of the b partition is 128 MB.
To optimize the use of your swap space, spread out your swap space across multiple devices and use the fastest disks for swap devices. To ensure the best performance, place swap areas on different disks instead of placing multiple swap areas on the same disk. The amount of swap space you allocate also depends on the virtual memory requirements of the applications you plan to install.
If you want to calculate the true amount of swap space your system needs, an effective strategy to determine how much disk space to set aside for swapping is to compare the aggregate modifiable virtual address space needs of the processes that you plan to run with the size of your system's physical memory. Modifiable virtual address space holds data elements and structures that are modified during process execution, such as heap space, stack space, and data space. If you expect the aggregate need for modifiable virtual address space to be greater than your system's physical memory, consider allocating at least as much swap space as the size of your system's physical memory.
Although you cannot choose swap strategy modes during the installation procedure, there are two strategies for swap allocation: immediate and over-commitment. The swap strategy mode used for Digital UNIX systems is immediate mode which means that swap space is allocated when modifiable virtual address space is created. This mode requires more swap space than over-commitment mode because it guarantees that there will be enough swap space if every modifiable virtual page is modified. Refer to System Administration for more information about swap allocation strategies and how to switch from one swap allocation mode to the other after the installation.
Also keep in mind that by default, crash dumps are temporarily stored on the swap partition. This area is used to hold the crash dump until the system is rebooted and must be large enough to hold a single crash dump. This area is referred to as the crash dump partition. In the event of a system crash, the kernel writes the contents of physical memory to the swap partition. The amount of information written, and hence the size of the crash dump, depends on several factors:
The factor that determines the size of a partial crash dump is the amount of physical memory in use at the time of the crash by various kernel data structures that define the state of the system. The more tasks and threads that are active, the more kernel data structures that will be in use, and the larger the resulting partial crash dump.
Be prepared to add more swap space later if the system issues warning messages that indicate that swap space is approaching exhaustion. On systems where the balance between modifiable virtual address space usage and available physical memory is more even, less swap space is required.
Refer to the worksheet in Table 3-3 to identify partitions that are large enough for use as swap partitions. Record the location of the swap space in the following table:
Swap Space | Size in MB | Device Name | Partition |
swap1 | _______ | ________ | ________ |
swap2 | _______ | ________ | ________ |
After you determine how much space each file system needs, determine whether you can accept the default disk partition table. If you need to customize the disk partition table, do one of the following:
The following guidelines apply if you modify the partition table for the disk that contains the root file system:
If the modified partition does not meet these requirements, the custom installation requires that you choose the default partition table or select a different disk.
Enter the values that you determined in the previous sections in
Table 3-6.
This table will provide you with the complete file system
layout and space
requirements for your system.
docroff: ignoring superfluous symbol sys-disk-table
Obtain | Approximate | Device | ||
Items | From... | Size | Name | Partition |
root | Section 3.4 | ______ | ______ | ______ |
/usr | Table 3-4 | ______ | ______ | ______ |
swap1 | Section 3.9 | ______ | ______ | ______ |
swap2 | Section 3.9 | ______ | ______ | ______ |
/var (if applicable, otherwise add to /usr) | Table 3-5 | ______ | ______ | ______ |
After completing the worksheet, verify the disk partition table. If you are installing a system for the first time, refer to Table 3-3 and Appendix G for the default partition table for your disk or disks.
Compare the disk partition table with the total var and /usr values in Table 3-6. If the space required consumes more than 75 percent of the available disk space, not including the file system overhead, consider expanding the partition. After determining your disk space needs, use either the disklabel command (if you are using the text-based installation interface) or use the Disk Configuration application (if you are using the graphical installation interface) to modify the default partition table before beginning the installation.