xref: /linux/README (revision 44b10006)
1Linux kernel release 4.x <http://kernel.org/>
2=============================================
3
4These are the release notes for Linux version 4.  Read them carefully,
5as they tell you what this is all about, explain how to install the
6kernel, and what to do if something goes wrong.
7
8What is Linux?
9--------------
10
11  Linux is a clone of the operating system Unix, written from scratch by
12  Linus Torvalds with assistance from a loosely-knit team of hackers across
13  the Net. It aims towards POSIX and Single UNIX Specification compliance.
14
15  It has all the features you would expect in a modern fully-fledged Unix,
16  including true multitasking, virtual memory, shared libraries, demand
17  loading, shared copy-on-write executables, proper memory management,
18  and multistack networking including IPv4 and IPv6.
19
20  It is distributed under the GNU General Public License - see the
21  accompanying COPYING file for more details.
22
23On what hardware does it run?
24-----------------------------
25
26  Although originally developed first for 32-bit x86-based PCs (386 or higher),
27  today Linux also runs on (at least) the Compaq Alpha AXP, Sun SPARC and
28  UltraSPARC, Motorola 68000, PowerPC, PowerPC64, ARM, Hitachi SuperH, Cell,
29  IBM S/390, MIPS, HP PA-RISC, Intel IA-64, DEC VAX, AMD x86-64, AXIS CRIS,
30  Xtensa, Tilera TILE, AVR32, ARC and Renesas M32R architectures.
31
32  Linux is easily portable to most general-purpose 32- or 64-bit architectures
33  as long as they have a paged memory management unit (PMMU) and a port of the
34  GNU C compiler (gcc) (part of The GNU Compiler Collection, GCC). Linux has
35  also been ported to a number of architectures without a PMMU, although
36  functionality is then obviously somewhat limited.
37  Linux has also been ported to itself. You can now run the kernel as a
38  userspace application - this is called UserMode Linux (UML).
39
40Documentation
41-------------
42
43 - There is a lot of documentation available both in electronic form on
44   the Internet and in books, both Linux-specific and pertaining to
45   general UNIX questions.  I'd recommend looking into the documentation
46   subdirectories on any Linux FTP site for the LDP (Linux Documentation
47   Project) books.  This README is not meant to be documentation on the
48   system: there are much better sources available.
49
50 - There are various README files in the Documentation/ subdirectory:
51   these typically contain kernel-specific installation notes for some
52   drivers for example. See Documentation/00-INDEX for a list of what
53   is contained in each file.  Please read the Changes file, as it
54   contains information about the problems, which may result by upgrading
55   your kernel.
56
57 - The Documentation/DocBook/ subdirectory contains several guides for
58   kernel developers and users.  These guides can be rendered in a
59   number of formats:  PostScript (.ps), PDF, HTML, & man-pages, among others.
60   After installation, ``make psdocs``, ``make pdfdocs``, ``make htmldocs``,
61   or ``make mandocs`` will render the documentation in the requested format.
62
63Installing the kernel source
64----------------------------
65
66 - If you install the full sources, put the kernel tarball in a
67   directory where you have permissions (e.g. your home directory) and
68   unpack it::
69
70     xz -cd linux-4.X.tar.xz | tar xvf -
71
72   Replace "X" with the version number of the latest kernel.
73
74   Do NOT use the /usr/src/linux area! This area has a (usually
75   incomplete) set of kernel headers that are used by the library header
76   files.  They should match the library, and not get messed up by
77   whatever the kernel-du-jour happens to be.
78
79 - You can also upgrade between 4.x releases by patching.  Patches are
80   distributed in the xz format.  To install by patching, get all the
81   newer patch files, enter the top level directory of the kernel source
82   (linux-4.X) and execute::
83
84     xz -cd ../patch-4.x.xz | patch -p1
85
86   Replace "x" for all versions bigger than the version "X" of your current
87   source tree, **in_order**, and you should be ok.  You may want to remove
88   the backup files (some-file-name~ or some-file-name.orig), and make sure
89   that there are no failed patches (some-file-name# or some-file-name.rej).
90   If there are, either you or I have made a mistake.
91
92   Unlike patches for the 4.x kernels, patches for the 4.x.y kernels
93   (also known as the -stable kernels) are not incremental but instead apply
94   directly to the base 4.x kernel.  For example, if your base kernel is 4.0
95   and you want to apply the 4.0.3 patch, you must not first apply the 4.0.1
96   and 4.0.2 patches. Similarly, if you are running kernel version 4.0.2 and
97   want to jump to 4.0.3, you must first reverse the 4.0.2 patch (that is,
98   patch -R) **before** applying the 4.0.3 patch. You can read more on this in
99   :ref:`Documentation/applying-patches.txt <applying_patches>`.
100
101   Alternatively, the script patch-kernel can be used to automate this
102   process.  It determines the current kernel version and applies any
103   patches found::
104
105     linux/scripts/patch-kernel linux
106
107   The first argument in the command above is the location of the
108   kernel source.  Patches are applied from the current directory, but
109   an alternative directory can be specified as the second argument.
110
111 - Make sure you have no stale .o files and dependencies lying around::
112
113     cd linux
114     make mrproper
115
116   You should now have the sources correctly installed.
117
118Software requirements
119---------------------
120
121   Compiling and running the 4.x kernels requires up-to-date
122   versions of various software packages.  Consult
123   :ref:`Documentation/Changes <changes>` for the minimum version numbers
124   required and how to get updates for these packages.  Beware that using
125   excessively old versions of these packages can cause indirect
126   errors that are very difficult to track down, so don't assume that
127   you can just update packages when obvious problems arise during
128   build or operation.
129
130Build directory for the kernel
131------------------------------
132
133   When compiling the kernel, all output files will per default be
134   stored together with the kernel source code.
135   Using the option ``make O=output/dir`` allows you to specify an alternate
136   place for the output files (including .config).
137   Example::
138
139     kernel source code: /usr/src/linux-4.X
140     build directory:    /home/name/build/kernel
141
142   To configure and build the kernel, use::
143
144     cd /usr/src/linux-4.X
145     make O=/home/name/build/kernel menuconfig
146     make O=/home/name/build/kernel
147     sudo make O=/home/name/build/kernel modules_install install
148
149   Please note: If the ``O=output/dir`` option is used, then it must be
150   used for all invocations of make.
151
152Configuring the kernel
153----------------------
154
155   Do not skip this step even if you are only upgrading one minor
156   version.  New configuration options are added in each release, and
157   odd problems will turn up if the configuration files are not set up
158   as expected.  If you want to carry your existing configuration to a
159   new version with minimal work, use ``make oldconfig``, which will
160   only ask you for the answers to new questions.
161
162 - Alternative configuration commands are::
163
164     "make config"      Plain text interface.
165
166     "make menuconfig"  Text based color menus, radiolists & dialogs.
167
168     "make nconfig"     Enhanced text based color menus.
169
170     "make xconfig"     Qt based configuration tool.
171
172     "make gconfig"     GTK+ based configuration tool.
173
174     "make oldconfig"   Default all questions based on the contents of
175                        your existing ./.config file and asking about
176                        new config symbols.
177
178     "make silentoldconfig"
179                        Like above, but avoids cluttering the screen
180                        with questions already answered.
181                        Additionally updates the dependencies.
182
183     "make olddefconfig"
184                        Like above, but sets new symbols to their default
185                        values without prompting.
186
187     "make defconfig"   Create a ./.config file by using the default
188                        symbol values from either arch/$ARCH/defconfig
189                        or arch/$ARCH/configs/${PLATFORM}_defconfig,
190                        depending on the architecture.
191
192     "make ${PLATFORM}_defconfig"
193                        Create a ./.config file by using the default
194                        symbol values from
195                        arch/$ARCH/configs/${PLATFORM}_defconfig.
196                        Use "make help" to get a list of all available
197                        platforms of your architecture.
198
199     "make allyesconfig"
200                        Create a ./.config file by setting symbol
201                        values to 'y' as much as possible.
202
203     "make allmodconfig"
204                        Create a ./.config file by setting symbol
205                        values to 'm' as much as possible.
206
207     "make allnoconfig" Create a ./.config file by setting symbol
208                        values to 'n' as much as possible.
209
210     "make randconfig"  Create a ./.config file by setting symbol
211                        values to random values.
212
213     "make localmodconfig" Create a config based on current config and
214                           loaded modules (lsmod). Disables any module
215                           option that is not needed for the loaded modules.
216
217                           To create a localmodconfig for another machine,
218                           store the lsmod of that machine into a file
219                           and pass it in as a LSMOD parameter.
220
221                   target$ lsmod > /tmp/mylsmod
222                   target$ scp /tmp/mylsmod host:/tmp
223
224                   host$ make LSMOD=/tmp/mylsmod localmodconfig
225
226                           The above also works when cross compiling.
227
228     "make localyesconfig" Similar to localmodconfig, except it will convert
229                           all module options to built in (=y) options.
230
231   You can find more information on using the Linux kernel config tools
232   in Documentation/kbuild/kconfig.txt.
233
234 - NOTES on ``make config``:
235
236    - Having unnecessary drivers will make the kernel bigger, and can
237      under some circumstances lead to problems: probing for a
238      nonexistent controller card may confuse your other controllers
239
240    - A kernel with math-emulation compiled in will still use the
241      coprocessor if one is present: the math emulation will just
242      never get used in that case.  The kernel will be slightly larger,
243      but will work on different machines regardless of whether they
244      have a math coprocessor or not.
245
246    - The "kernel hacking" configuration details usually result in a
247      bigger or slower kernel (or both), and can even make the kernel
248      less stable by configuring some routines to actively try to
249      break bad code to find kernel problems (kmalloc()).  Thus you
250      should probably answer 'n' to the questions for "development",
251      "experimental", or "debugging" features.
252
253Compiling the kernel
254--------------------
255
256 - Make sure you have at least gcc 3.2 available.
257   For more information, refer to :ref:`Documentation/Changes <changes>`.
258
259   Please note that you can still run a.out user programs with this kernel.
260
261 - Do a ``make`` to create a compressed kernel image. It is also
262   possible to do ``make install`` if you have lilo installed to suit the
263   kernel makefiles, but you may want to check your particular lilo setup first.
264
265   To do the actual install, you have to be root, but none of the normal
266   build should require that. Don't take the name of root in vain.
267
268 - If you configured any of the parts of the kernel as ``modules``, you
269   will also have to do ``make modules_install``.
270
271 - Verbose kernel compile/build output:
272
273   Normally, the kernel build system runs in a fairly quiet mode (but not
274   totally silent).  However, sometimes you or other kernel developers need
275   to see compile, link, or other commands exactly as they are executed.
276   For this, use "verbose" build mode.  This is done by passing
277   ``V=1`` to the ``make`` command, e.g.::
278
279     make V=1 all
280
281   To have the build system also tell the reason for the rebuild of each
282   target, use ``V=2``.  The default is ``V=0``.
283
284 - Keep a backup kernel handy in case something goes wrong.  This is
285   especially true for the development releases, since each new release
286   contains new code which has not been debugged.  Make sure you keep a
287   backup of the modules corresponding to that kernel, as well.  If you
288   are installing a new kernel with the same version number as your
289   working kernel, make a backup of your modules directory before you
290   do a ``make modules_install``.
291
292   Alternatively, before compiling, use the kernel config option
293   "LOCALVERSION" to append a unique suffix to the regular kernel version.
294   LOCALVERSION can be set in the "General Setup" menu.
295
296 - In order to boot your new kernel, you'll need to copy the kernel
297   image (e.g. .../linux/arch/x86/boot/bzImage after compilation)
298   to the place where your regular bootable kernel is found.
299
300 - Booting a kernel directly from a floppy without the assistance of a
301   bootloader such as LILO, is no longer supported.
302
303   If you boot Linux from the hard drive, chances are you use LILO, which
304   uses the kernel image as specified in the file /etc/lilo.conf.  The
305   kernel image file is usually /vmlinuz, /boot/vmlinuz, /bzImage or
306   /boot/bzImage.  To use the new kernel, save a copy of the old image
307   and copy the new image over the old one.  Then, you MUST RERUN LILO
308   to update the loading map! If you don't, you won't be able to boot
309   the new kernel image.
310
311   Reinstalling LILO is usually a matter of running /sbin/lilo.
312   You may wish to edit /etc/lilo.conf to specify an entry for your
313   old kernel image (say, /vmlinux.old) in case the new one does not
314   work.  See the LILO docs for more information.
315
316   After reinstalling LILO, you should be all set.  Shutdown the system,
317   reboot, and enjoy!
318
319   If you ever need to change the default root device, video mode,
320   ramdisk size, etc.  in the kernel image, use the ``rdev`` program (or
321   alternatively the LILO boot options when appropriate).  No need to
322   recompile the kernel to change these parameters.
323
324 - Reboot with the new kernel and enjoy.
325
326If something goes wrong
327-----------------------
328
329 - If you have problems that seem to be due to kernel bugs, please check
330   the file MAINTAINERS to see if there is a particular person associated
331   with the part of the kernel that you are having trouble with. If there
332   isn't anyone listed there, then the second best thing is to mail
333   them to me (torvalds@linux-foundation.org), and possibly to any other
334   relevant mailing-list or to the newsgroup.
335
336 - In all bug-reports, *please* tell what kernel you are talking about,
337   how to duplicate the problem, and what your setup is (use your common
338   sense).  If the problem is new, tell me so, and if the problem is
339   old, please try to tell me when you first noticed it.
340
341 - If the bug results in a message like::
342
343     unable to handle kernel paging request at address C0000010
344     Oops: 0002
345     EIP:   0010:XXXXXXXX
346     eax: xxxxxxxx   ebx: xxxxxxxx   ecx: xxxxxxxx   edx: xxxxxxxx
347     esi: xxxxxxxx   edi: xxxxxxxx   ebp: xxxxxxxx
348     ds: xxxx  es: xxxx  fs: xxxx  gs: xxxx
349     Pid: xx, process nr: xx
350     xx xx xx xx xx xx xx xx xx xx
351
352   or similar kernel debugging information on your screen or in your
353   system log, please duplicate it *exactly*.  The dump may look
354   incomprehensible to you, but it does contain information that may
355   help debugging the problem.  The text above the dump is also
356   important: it tells something about why the kernel dumped code (in
357   the above example, it's due to a bad kernel pointer). More information
358   on making sense of the dump is in Documentation/oops-tracing.txt
359
360 - If you compiled the kernel with CONFIG_KALLSYMS you can send the dump
361   as is, otherwise you will have to use the ``ksymoops`` program to make
362   sense of the dump (but compiling with CONFIG_KALLSYMS is usually preferred).
363   This utility can be downloaded from
364   ftp://ftp.<country>.kernel.org/pub/linux/utils/kernel/ksymoops/ .
365   Alternatively, you can do the dump lookup by hand:
366
367 - In debugging dumps like the above, it helps enormously if you can
368   look up what the EIP value means.  The hex value as such doesn't help
369   me or anybody else very much: it will depend on your particular
370   kernel setup.  What you should do is take the hex value from the EIP
371   line (ignore the ``0010:``), and look it up in the kernel namelist to
372   see which kernel function contains the offending address.
373
374   To find out the kernel function name, you'll need to find the system
375   binary associated with the kernel that exhibited the symptom.  This is
376   the file 'linux/vmlinux'.  To extract the namelist and match it against
377   the EIP from the kernel crash, do::
378
379     nm vmlinux | sort | less
380
381   This will give you a list of kernel addresses sorted in ascending
382   order, from which it is simple to find the function that contains the
383   offending address.  Note that the address given by the kernel
384   debugging messages will not necessarily match exactly with the
385   function addresses (in fact, that is very unlikely), so you can't
386   just 'grep' the list: the list will, however, give you the starting
387   point of each kernel function, so by looking for the function that
388   has a starting address lower than the one you are searching for but
389   is followed by a function with a higher address you will find the one
390   you want.  In fact, it may be a good idea to include a bit of
391   "context" in your problem report, giving a few lines around the
392   interesting one.
393
394   If you for some reason cannot do the above (you have a pre-compiled
395   kernel image or similar), telling me as much about your setup as
396   possible will help.  Please read the :ref:`REPORTING-BUGS <reportingbugs>`
397   document for details.
398
399 - Alternatively, you can use gdb on a running kernel. (read-only; i.e. you
400   cannot change values or set break points.) To do this, first compile the
401   kernel with -g; edit arch/x86/Makefile appropriately, then do a ``make
402   clean``. You'll also need to enable CONFIG_PROC_FS (via ``make config``).
403
404   After you've rebooted with the new kernel, do ``gdb vmlinux /proc/kcore``.
405   You can now use all the usual gdb commands. The command to look up the
406   point where your system crashed is ``l *0xXXXXXXXX``. (Replace the XXXes
407   with the EIP value.)
408
409   gdb'ing a non-running kernel currently fails because ``gdb`` (wrongly)
410   disregards the starting offset for which the kernel is compiled.
411
412