xref: /openbsd/distrib/notes/m4.common (revision 73471bf0)
1dnl
2dnl	$OpenBSD: m4.common,v 1.130 2020/07/05 22:27:46 tj Exp $
3dnl
4dnl Copyright (c) 2004 Todd T. Fries <todd@OpenBSD.org>
5dnl
6dnl Permission to use, copy, modify, and distribute this software for any
7dnl purpose with or without fee is hereby granted, provided that the above
8dnl copyright notice and this permission notice appear in all copies.
9dnl
10dnl THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES
11dnl WITH REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF
12dnl MERCHANTABILITY AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR
13dnl ANY SPECIAL, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES
14dnl WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN
15dnl ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF
16dnl OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE.
17dnl
18dnl simulate an include path with a macro 'includeit'.
19define(`includeit',`sinclude('INCLUDE/`$1)sinclude('INCLUDE/../`$1)')dnl
20dnl
21dnl
22dnl TopPart
23dnl Describes the beginning of the distribution files listing.
24dnl
25define(`TopPart',
26`The MACHINE-specific portion of the OpenBSD OSREV release is found in the
27"MACHINE" subdirectory of the distribution.  That subdirectory is laid
28out as follows:
29
30.../OSREV/MACHINE/
31
32	INSTALL.MACHINE	Installation notes; this file.
33
34	SHA256		Output of the cksum(1) program using the option
35			-a sha256, usable for verification of the
36			correctness of downloaded files.
37
38	SHA256.sig	The above file, signed with the OpenBSD signing key
39			for the OSREV release, usable for verification of the
40			integrity of the above file, and thus of the
41		        downloaded files.')dnl
42dnl
43dnl Change the quote.  There were too many `word' situations that would
44dnl have to have been changed to ``word''.  The quote gets changed to
45dnl {:- and -:}.  It can really be anything, but it needs to be unique.
46dnl
47changequote(`{:-',`-:}')dnl
48dnl
49dnl Conventions when editing:
50dnl o base`'OSrev is required because if it appears as baseOSrev the
51dnl   defined value OSrev does not get substituted.  Same goes for MACHINE,
52dnl   MACHINE_ARCH and OSREV, assigned as cmd line parameters to m4 in the
53dnl   Makefile.
54dnl o `include', `define' and `shift' is required as these three words
55dnl   are m4 reserved words that evaluate to an empty string if not quoted.
56dnl
57dnl
58dnl ========== Distribution files description
59dnl (usually used by arch/contents)
60dnl
61dnl printsize(value)
62dnl
63dnl Prints a size in KB if it is less than 10^6, in MB otherwise.
64dnl The size is rounded down (this means you can still get 0.9 MB for
65dnl a size between 1,000,000 and 1,048,576 bytes).
66dnl Used by showsize() below.
67dnl
68define({:-printsize-:},{:-ifelse(substr($1,6),,dnl
69eval($1/1024).eval($1*10/1024%10) KB,dnl
70eval($1/1024/1024).eval($1/1024*10/1024%10) MB)-:})dnl
71dnl
72dnl showsize(gzipped size, uncompressed size)
73dnl
74dnl If both the 1st and the 2nd argument exist, show the sizes.
75dnl Otherwise, evaluate to NULL.
76dnl showsize() must not be on a new line.  It creates its own new line if
77dnl there are sizes to display, otherwise, evaluates to NULL
78dnl
79dnl XXX fix to allow - empty 1st arg, for files uncompressed
80dnl                  - empty 2nd arg, for files where only compressed size
81dnl                    is known
82dnl
83define({:-showsize-:},{:-ifelse(X$1,X,,X$2,X,,X,X,{:-
84		 [ printsize($1) gzipped, printsize($2) uncompressed ]-:})-:})dnl
85dnl
86dnl
87dnl
88dnl DistributionDescription( number of sets )
89dnl Header paragraph before the individual sets descriptions.
90dnl
91define({:-DistributionDescription-:},
92{:-The OpenBSD/MACHINE binary distribution sets contain the binaries which
93comprise the OpenBSD OSREV release for MACHINE systems.  There are $1
94binary distribution sets.  The binary distribution sets can be found in
95the "MACHINE" subdirectory of the OpenBSD OSREV distribution tree,
96and are as follows:-:})dnl
97dnl
98dnl
99dnl OpenBSDbase( compressed size, uncompressed size )
100dnl Describes baseXX.tgz.
101dnl
102define({:-OpenBSDbase-:},
103{:-	base{:--:}OSrev	 The OpenBSD/MACHINE OSREV base binary distribution.  You MUST
104		 install this distribution set.  It contains the base OpenBSD
105		 utilities that are necessary for the system to run and be
106		 minimally functional.
107		 ifelse(MDSO,,{:-It excludes everything described below.-:},{:-It includes shared library support, and excludes everything
108		 described below.-:})showsize($1,$2)-:})dnl
109dnl
110dnl
111dnl OpenBSDcomp( compressed size, uncompressed size )
112dnl Describes compXX.tgz.
113dnl
114define({:-OpenBSDcomp-:},
115{:-	comp{:--:}OSrev	 The OpenBSD/MACHINE Compiler tools.  All of the tools relating
116		 to C, C++ and Objective-C are supported.  This set includes
117		 the system {:-include-:} files (/usr/{:-include-:}), the linker, the
118		 compiler tool chain, and the various system libraries{:--:}ifelse(MDSO,,.,{:-
119		 (except the shared libraries, which are included as part of
120		 the base set).-:})
121		 This set also includes the manual pages for all of the
122		 utilities it contains, as well as the system call and library
123		 manual pages.showsize($1,$2)-:})dnl
124dnl
125dnl
126dnl OpenBSDgame( compressed size, uncompressed size )
127dnl Describes gameXX.tgz.
128dnl
129define({:-OpenBSDgame-:},
130{:-	game{:--:}OSrev	 This set includes the games and their manual pages.showsize($1,$2)-:})dnl
131dnl
132dnl
133dnl OpenBSDman( compressed size, uncompressed size )
134dnl Describes manXX.tgz.
135dnl
136define({:-OpenBSDman-:},
137{:-	man{:--:}OSrev	 This set includes all of the manual pages for the binaries
138		 and other software contained in the base set.
139		 Note that it does not {:-include-:} any of the manual pages
140		 that are included in the other sets.showsize($1,$2)-:})dnl
141dnl
142dnl
143dnl OpenBSDxbase( compressed size, uncompressed size )
144dnl Describes xbaseXX.tgz.
145dnl
146define({:-OpenBSDxbase-:},
147{:-	xbase{:--:}OSrev  This set includes the base X distribution.  This includes
148		 programs, headers and libraries.showsize($1,$2)-:})dnl
149dnl
150dnl
151dnl OpenBSDxshare( compressed size, uncompressed size )
152dnl Describes xshareXX.tgz.
153dnl
154define({:-OpenBSDxshare-:},
155{:-	xshare{:--:}OSrev This set includes all text files equivalent between all
156		 architectures.showsize($1,$2)-:})dnl
157dnl
158dnl
159dnl OpenBSDxfont( compressed size, uncompressed size )
160dnl Describes xfontXX.tgz.
161dnl
162define({:-OpenBSDxfont-:},
163{:-	xfont{:--:}OSrev  This set includes all of the X fonts.showsize($1,$2)-:})dnl
164dnl
165dnl
166dnl OpenBSDxserv(compressed size,uncompressed size,optional extra notes)
167dnl Describes xservXX.tgz.
168dnl
169define({:-OpenBSDxserv-:},
170{:-	xserv{:--:}OSrev  This set includes all of the X servers.$3{:--:}showsize($1,$2)-:})dnl
171dnl
172dnl
173dnl Floppy and bootable cdrom stuff
174dnl
175define({:-OpenBSDfloppy-:},
176{:-	floppy{:--:}OSrev.img	The standard MACHINE boot and installation floppy;
177			see below.-:})dnl
178dnl
179define({:-OpenBSDinstalliso-:},
180{:-	install{:--:}OSrev.iso	The MACHINE boot and installation CD-ROM image,
181			which contains the base and X sets, so that install
182			or upgrade can be done without network connectivity.-:})dnl
183define({:-OpenBSDcd-:},
184{:-	cd{:--:}OSrev.iso	A simple bootable filesystem image consisting of the
185			bsd.rd installation kernel, suitable to be used
186			as a bootable CD-ROM image, but will require the base
187			and X sets be found via another media or network.-:})dnl
188dnl
189dnl OpenBSDfloppydesc(number of floppies, Article, plural)
190dnl
191dnl Describe what the boot floppy/ies contain and how they may be used.
192dnl Use as: OpenBSDfloppydesc(single,The) or OpenBSDfloppydesc(three,Each,s)
193define({:-OpenBSDfloppydesc-:},
194{:-Bootable installation/upgrade floppy image$3:
195
196	The $1 floppy image$3 can be copied to a floppy using rawrite.exe,
197	ntrw.exe, or "dd", as described later in this document.
198	$2 floppy image is a bootable install floppy which can be used
199	both to install and to upgrade OpenBSD to the current version.
200	It is also useful for maintenance and disaster recovery.-:})dnl
201dnl
202dnl
203dnl A few extra straightforward macros describing more components.
204dnl
205define({:-OpenBSDdistsets-:},
206{:-	*.tgz		MACHINE binary distribution sets; see below.-:})dnl
207dnl
208define({:-OpenBSDbsd-:},
209{:-	bsd		A stock GENERIC MACHINE kernel which will be
210			installed on your system during the install.-:})dnl
211dnl
212define({:-OpenBSDbsdmp-:},
213{:-	bsd.mp		A stock GENERIC.MP MACHINE kernel, with support for
214			multiprocessor machines, which can be used instead
215			of the GENERIC kernel after the install.-:})dnl
216dnl
217define({:-OpenBSDrd-:},
218{:-	bsd.rd		A compressed RAMDISK kernel; the embedded
219			filesystem contains the installation tools.
220			Used for simple installation from a pre-existing
221			system.-:})dnl
222dnl
223define({:-OpenBSDminiroot-:},
224{:-	miniroot{:--:}OSrev.img	A miniroot filesystem image to be used if you
225			for some reason can't or don't want to use the
226			ramdisk installation method.-:})dnl
227dnl
228define({:-OpenBSDinstallfs-:},
229{:-	install{:--:}OSrev.img	A boot and installation image which contains
230			the base and X sets.  An install or upgrade can be
231			done with a USB key without network connectivity.-:})dnl
232dnl
233dnl
234dnl ========== Various Install Instructions
235dnl (usually used by arch/install)
236dnl
237dnl OpenBSDInstallPrelude(troublesome disk types)
238dnl
239dnl Installation introduction.  Warns about disk geometry hell if argument
240dnl is not empty.
241define({:-OpenBSDInstallPrelude-:},
242{:-Installing OpenBSD is a relatively simple process. If you take your time
243and are careful to read the information presented by the installer, you
244shouldn't have any trouble.ifelse(X$1,X,,{:-
245
246If the disks connected to your machine are $1,
247it is recommended that you know their geometry, i.e. the sector size (note
248that sector sizes other than 512 bytes are not currently supported), the
249number of sectors per track, the number of tracks per cylinder (also known
250as the number of heads), and the number of cylinders on the disk.  The
251OpenBSD kernel will try to discover these parameters on its own, and if it
252can it will print them at boot time.  If possible, you should use the
253parameters it prints.  (You might not be able to because you're sharing your
254disk with another operating system, or because your disk is old enough that
255the kernel can't figure out its geometry.)-:})-:})dnl
256dnl
257dnl OpenBSDInstallPart2
258dnl Describes the beginning of the installation process, once the
259dnl installation media is ready.
260define({:-OpenBSDInstallPart2-:},
261{:-You should now be ready to install OpenBSD.
262
263The following is a walk-through of the steps you will take while getting
264OpenBSD installed on your hard disk.
265
266The installation procedure is designed to gather as much information about
267your system setup as possible at the beginning, so that no human interaction
268is required as soon as the questions are over.
269
270The order of these questions might be quite disconcerting if you are used to
271other installation procedures, including older OpenBSD versions.
272
273If any question has a default answer, it will be displayed in brackets ("[]")
274after the question.  If you wish to stop the installation, you may hit
275Control-C at any time, but if you do, you'll have to begin the installation
276process again from scratch.  Using Control-Z to suspend the process may be a
277better option, or at any prompt enter "!" to get a shell, from which "exit"
278will return you back to that prompt.
279-:})dnl
280dnl
281dnl OpenBSDInstallPart3(warn geometry, disk type, disk type, disk type)
282dnl
283dnl Describes the boot of the ramdisk.
284dnl Describes the serial terminal setup.
285define({:-OpenBSDInstallPart3-:},
286{:-	Once the kernel has loaded, you will be presented with the
287	OpenBSD kernel boot messages which contain information about
288	the hardware that was detected and supported by OpenBSD.
289
290dnl dot.profile
291	After the kernel is done initializing, you will be asked whether
292	you wish to do an "(I)nstall", "(U)pgrade" or an "(A)utoinstall".
293	Enter "I" for a fresh install or "U" to upgrade an existing
294	installation.  Enter "A" to start an unattended installation
295	where all of your answers are supplied in a response file (more
296	on that in "Preparing an unattended installation of OpenBSD").
297
298dnl install.sub set_term
299ifelse(MDX,,
300{:-	You will next be asked for your terminal type.-:},
301{:-	If you are connected with a serial console, you will next be
302	asked for your terminal type.-:})dnl
303
304	You should choose the terminal type from amongst those listed.
305	(If your terminal type is xterm, just use vt220).dnl
306ifelse(MDKBD,,,{:-
307
308	If you are connected using a glass console, you will next be
309	asked for your keyboard layout (the default being the US QWERTY
310	layout).  Depending on your keyboard type, not all international
311	layouts may be supported; answering "?" (which, on QWERTY layouts,
312	is the key to the left of the right "sh{:--:}ift" key, shifted) will
313	display a list of supported layouts.
314	(If you do not need to change the keyboard layout, just press
315	enter.)-:})dnl
316-:})dnl
317dnl
318dnl OpenBSDInstallPart4
319dnl
320dnl Describes the beginning of the bsd.rd operation.
321dnl
322define({:-OpenBSDInstallPart4-:},dnl
323dnl install.sub (install) hostname
324{:-	The first question you will be asked is the system hostname.
325	Reply with the name of the system, without any domain part.
326
327dnl install.sub (install) donetconfig
328	You will now be given an opportunity to configure the network.
329	The network configuration you enter (if any) can then be used to
330	do the install from another system using HTTP, and will also be
331	the configuration used by the system after the installation is
332	complete.
333
334dnl XXX add a MDVLAN feature and document vlan setup
335	The install program will give you a list of network interfaces you
336	can configure.  For each network interface you select to configure,
337	you will be asked for:
338
339	- the symbolic host name to use (except for the first
340	  interface setup, which will reuse the host name entered at the
341	  beginning of the installation).
342
343	- the IPv4 settings: address and netmask.  If the IP address
344	  should be obtained from a DHCP server, simply enter "dhcp"
345	  when asked for the address.
346
347	- the IPv6 settings (address, prefix length, and default router).
348	  You may enter "autoconf" when asked for the address for the
349	  interface to configure automatically via router solicitation
350	  messages.
351
352	After all interfaces have been configured, if there have been
353	any IPv4 interfaces set up, you will be asked for the IPv4 default
354	route.  This step is skipped if you only have one IPv4 interface
355	setup, and it is configured with DHCP.
356
357	The install program will also ask you for your DNS domain name,
358	and the domain name servers, unless this information has
359	already been obtained from a DHCP server during interface setup.
360
361dnl install.sub (install) askpassword root
362	You will then be asked to enter the initial root password
363	of the system, twice.
364
365	Although the install program will only check that the two
366	passwords match, you should make sure to use a strong password.
367	As a minimum, the password should be at least eight characters
368	long and a mixture of both lower and uppercase letters, numbers
369	and punctuation characters.
370
371dnl install.sub (install) questions(): sshd/ntpd
372	You will then be asked whether you want to start sshd(8) by
373	default.
374dnl
375dnl install.sub (install) questions(): MDXAPERTURE
376ifelse(MDXAPERTURE,,,{:-
377	You will next be asked whether you intend to run the X Window
378	System on your machine.  The install program needs to know
379	this, to change a configuration setting controlling whether
380	the X server will be able to access the xf86(4) driver; it
381	is not necessary to answer "y" to this question if you only
382	intend to run X client programs on a remote display.
383-:})dnl
384dnl install.sub (install) questions(): MDXDM
385ifelse(MDXDM,,,
386{:-ifelse(MDXAPERTURE,,{:-
387	Since the X Window System can run on OpenBSD/MACHINE
388	without the need for a configuration file, you will get asked-:},
389{:-	If you answered "y" to this question, you will get asked-:})
390	whether you want to start xenodm(1) on boot.
391-:})dnl
392dnl install.sub (install) questions(): serial console setup
393ifelse(MDSERCONS,,,{:-
394	If you are installing using a serial console, and since by default,
395	the OpenBSD/MACHINE installation will only start terminals on
396	the primary display device, the installation program will ask you
397	whether you want to also enable an additional terminal on that
398	line, and will allow you to select the line speed.
399-:})dnl
400
401dnl install.sub (install) user_setup()
402	You will now be given the possibility to set up a user account
403	on the forthcoming system.  This user will be added to the
404	"wheel" group.
405
406	Enter the desired login name, or "n" if you do not want to
407	add a user account at this point.  Valid login names are
408	sequences of digits and lowercase letters, and must start
409	with a lowercase letter.  If the login name matches this
410	criteria, and doesn't conflict with any of the administrative
411	user accounts (such as "root", "daemon" or "ftp"), you
412	will be prompted for the user's descriptive name, as well
413	as its password, twice.
414
415	As for the root password earlier, the install program will only
416	check that the two passwords match, but you should make sure to
417	use a strong password here as well.
418
419	If you have chosen to set up a user account, and you had chosen
420	to start sshd(8) on boot, you will be asked if you want to allow
421	sshd(8) logins as root.
422dnl install.sub (install) set_timezone
423ifelse(MDTZ,,,
424{:-
425	Depending on the installation media you are using, you may now
426	be given the opportunity to configure the time zone your system
427	will use.  If the installation program skips this question, do
428	not be alarmed: the time zone will be configured at the end of
429	the installation.
430-:})dnl
431dnl install.sh ask whether to use DUIDs before the md_prep_disklabel loop
432	The installation program will now tell you which disks it can
433	install on, and ask you which it should use.
434
435	Reply with the name of your root disk.-:})dnl
436dnl install.sh md_prep_disklabel loop
437dnl
438dnl OpenBSDInstallMBRPart1
439dnl Describes MBR partitioning. So much to save four lines of text
440dnl duplicated 5 times.
441dnl
442define({:-OpenBSDInstallMBRPart1-:},
443{:-	Disks on OpenBSD/MACHINE are partitioned using either "MBR"
444	or "GPT" partitioning schemes.  You will need to create one
445	disk partition in which the OpenBSD filesystems will be created.
446-:})dnl
447dnl
448dnl OpenBSDInstallMBRPart2(needs OpenBSD partition active)
449dnl Describes fdisk invocation
450dnl
451define({:-OpenBSDInstallMBRPart2-:},
452dnl install.md md_prep_fdisk
453{:-	The installation program will ask you if you want to use the
454	whole disk for OpenBSD.  If you don't need to or don't intend
455	to share the disk with other operating systems, answer "w"
456	here to use "MBR" partitioning or "g" to use "GPT"
457	partitioning. The installation program will then create a single
458	partition spanning the whole disk, dedicated to OpenBSD.
459
460	Otherwise, fdisk(8) will be invoked to let you to edit your
461	partitioning.  The current partitions defined will be
462	displayed and you will be allowed to modify them, add new
463	partitions, and change which partition to boot from by default.
464
465ifelse(X$1,X,,
466{:-	Note that you should make the OpenBSD partition the active
467	partition at least until the install has been completed.
468-:})dnl
469	After your OpenBSD partition has been created, dividing the
470	space into filesystems can follow.
471-:})dnl
472dnl
473dnl OpenBSDInstallPart5(mention about other OS partitions,mention about root
474dnl	partition limitations)
475dnl Describes the disklabel operation
476dnl
477define({:-OpenBSDInstallPart5-:},
478{:-	The file system layout is stored in the OpenBSD disk label. Each
479	file system is stored in its own "disk label partition", which
480	is a subdivision of the OpenBSD disk partition you created. In
481	the text below, "partition" refers to these subdivisions.
482
483	You will be shown a default layout with the recommended file
484	systems. This default layout is based on the disk size.
485
486	You will be given the choice of accepting the proposed layout,
487	editing it, or creating your own custom layout. These
488	last two choices will invoke the disklabel(8) interactive editor,
489	allowing you to create your desired layout.
490
491	Within the editor, you will see at least a "c" partition of
492	fstype "unused". This represents the whole disk and cannot be
493	modified.$1
494
495	You must create partition "a" as a native OpenBSD partition, i.e.
496	one with "4.2BSD" as the fstype, to hold the root file system.$2
497
498	In addition to partition "a" you should create partition "b" with
499	fstype "swap", and native OpenBSD partitions to hold separate file
500	systems such as /usr, /tmp, /var, and /home.
501
502	You will need to provide a mount point for all partitions you
503	{:-define-:}.  Partitions without mount points, or not of the
504	4.2BSD fstype, will neither be formatted nor mounted during the
505	installation.
506
507	For quick help while in the interactive editor, enter "?".
508	The "z" command (which deletes all partitions and starts with a
509	clean label), the "A" command (which performs the automatic
510	partition layout) and the "n" command (to change mount points)
511	are of particular interest.
512
513	Although the partitions' position and size are written in exact
514	sector values, you do not need a calculator to create your
515	partitions!  Human-friendly units can be specified by adding "k",
516	"m" or "g" after any numbers to have them converted to kilobytes,
517	megabytes or gigabytes. Or you may specify a percentage of the
518	disk size using "%" as the suffix.
519
520	Enter "M" to view the entire manual page (see the info on the
521	"-E" flag).  To exit the editor enter "q".-:})dnl
522dnl
523dnl OpenBSDInstallPart6(other installation sources)
524define({:-OpenBSDInstallPart6-:},
525{:-	After the layout has been saved, new filesystems will be
526	created on all partitions with mount points.
527	This will DESTROY ALL EXISTING DATA on those partitions.
528
529	After configuring your root disk, the installer will
530	return to the list of available disks to configure.
531
532	You can choose the other disks to use with OpenBSD in
533	any order, and will get to set up their layout similarly
534	to the root disk above. However, for non-root disks,
535	you will not be proposed a default partition layout.
536
537	When all your disks are configured, simply hit return
538	at the disk prompt.
539
540	After these preparatory steps have been completed, you will be
541        able to extract the distribution sets onto your system.  There
542        are several install methods supported:
543	HTTP, $1or a local disk partition.-:})dnl
544dnl
545dnl Notes for various installation methods.
546dnl
547define({:-OpenBSDURLInstall-:},
548{:-	To install via HTTP:
549		To begin an HTTP install you will need the following
550		pieces of information:
551		1) Proxy server URL if you are using a URL-based HTTP
552		   proxy (squid, CERN FTP, Apache 1.2 or higher).
553		   You need to {:-define-:} a proxy if you are behind a
554		   firewall that blocks outgoing HTTP connections
555		   (assuming you have a proxy available to use).
556		2) The IP address (or hostname if you configured
557		   DNS servers earlier in the install) of an HTTP
558		   server carrying the OpenBSD OSREV distribution.
559		   The installation program will try to fetch a list
560		   of such servers; depending on your network settings,
561		   this might fail.  If the list could be fetched, it
562		   will be displayed, and you can choose an entry from
563		   the list (the first entries are expected to be the
564		   closest mirrors to your location).
565		3) The directory holding the distribution sets.
566
567		Then refer to the section named "installation set selection"
568		below.-:})dnl
569dnl
570define({:-OpenBSDCDROMInstall-:},
571{:-	To install from CD-ROM:
572		When installing from a CD-ROM, you will be asked which
573		device holds the distribution sets.  This will typically
574		be "cd0".  If there is more than one partition on the
575		CD-ROM, you will be asked which partition the distribution
576		is to be loaded from.  This is normally partition "a".
577
578		You will also have to provide the relative path to the
579		directory on the CD-ROM which holds the distribution, for
580		the MACHINE this is "OSREV/MACHINE".
581
582		Then refer to the section named "installation set selection"
583		below.-:})dnl
584dnl
585define({:-OpenBSDNFSInstall-:},
586{:-	To install from an NFS mounted directory:
587		When installing from an NFS-mounted directory, you must
588		have completed network configuration above, and also
589		set up the exported file system on the NFS server in
590		advance.
591
592		First you must identify the IP address of the NFS server
593		to load the distribution from, and the file system the
594		server expects you to mount.
595
596		The install program will also ask whether or not TCP
597		should be used for transport (the default is UDP).  Note
598		that TCP only works with newer NFS servers.
599
600		You will also have to provide the relative path to the
601		directory on the file system where the distribution sets
602		are located.  Note that this path should not be prefixed
603		with a "/".
604
605		Then refer to the section named "installation set selection"
606		below.-:})dnl
607dnl
608dnl OpenBSDDISKInstall({:-<additional disk> or-:},   <-- $1
609dnl		       {:-only -:},                  <-- $2
610dnl                    {:- or <other fs name>-:})    <-- $3
611dnl
612dnl Note the spacing used above.  It is crucial to keep words from running
613dnl together in the actual document.
614dnl
615dnl Arg 1 is optional.
616dnl Choices for args 2 & 3:
617dnl - OpenBSDDISKInstall(,{:-only -:})
618dnl    (only have 1 fs possible, ffs)
619dnl - OpenBSDDISKInstall(,,{:-or <insert some other filesystem name>-:})
620dnl    (have another fs possible for reading during disk install)
621dnl
622dnl see $1, $2, and $3 below for further usage information.
623dnl
624define({:-OpenBSDDISKInstall-:},
625{:-	To install from a local disk partition:
626		When installing from a local disk partition, you will
627		first have to identify which disk holds the distribution
628		sets.
629		This is normally $1"sdN", where N is a number.
630		Next you will have to identify the partition within that disk
631		that holds the distribution; this is a single letter between
632		"a" and "p".
633
634		You will also have to identify the type of file system
635		residing in the partition identified.  Currently, you can
636		$2{:--:}install from partitions that have been formatted as the
637		Berkeley fast file system (ffs)$3.
638
639		You will also have to provide the relative path to the
640		directory on the file system where the distribution sets
641		are located.  Note that this path should not be prefixed
642		with a "/".
643
644dnl		Then refer to the section named "installation set selection"
645dnl		below.
646		Then refer to the next section.-:})dnl
647dnl
648define({:-OpenBSDCommonInstall-:},
649{:-	Installation set selection:
650		A list of available distribution sets found on the
651		given location will be listed.
652
653		You may individually select distribution sets to install
654		by entering their names or wildcards (e.g. "*.tgz" or
655		"base*|comp*"), or you may enter "all" to select all the
656		sets (which is what most users will want to do).
657		You may also enter "abort" to deselect everything and
658		restart the selection from scratch, or unselect sets
659		by entering their name prefixed with "-" (e.g. "-x*").
660
661		It is also possible to enter an arbitrary filename and
662		have it treated as a file set.
663
664		When you are done selecting distribution sets, enter
665		"done".  The files will begin to extract.-:})dnl
666dnl
667dnl Description of the end of the installation procedure.
668dnl
669define({:-OpenBSDInstallWrapup-:},
670{:-	After the files have been extracted, you will be given the choice
671	to select a new location from which to install distribution sets.
672	If there have been errors extracting the sets from the previous
673	location, or if some sets have been missing, this allows you to
674	select a better source.
675
676	Also, if the installation program complains that the distribution
677	sets you have been using do not match their recorded checksums, you
678	might want to check your installation source (although this can
679	happen between releases, if a snapshot is being updated on a mirror
680	server with newer files while you are installing).
681
682ifelse(MDTZ,,dnl
683{:-	The last thing you'll need to configure is the time zone your system
684	will be using.  For this to work properly, it is expected that you
685	have installed at least the "base{:--:}OSrev" and "bsd" distribution sets.
686-:},dnl
687{:-	The last thing you might need to configure, if you did not get
688	the chance to earlier, is the time zone your system will be using.
689	For this work properly, it is expected that you have installed at
690	least the "base{:--:}OSrev" and "bsd" distribution sets.
691-:})dnl
692dnl install.sh finish_up()
693
694	The installation program will then proceed to save the system
695	configuration, create all the device nodes needed by the installed
696	system, and will install bootblocks on the root disk.
697ifelse(MDSMP,,,{:-
698	On multiprocessor systems, if the bsd.mp kernel has been installed,
699	it will be renamed to "bsd", which is the default kernel the boot
700	blocks look for.  The single processor kernel, "bsd", will be
701	available as "bsd.sp".
702-:})
703	Finally, you will be asked whether you would like to install
704	non-free firmware files (which can't be tightly integrated to
705	the OpenBSD system) on first boot, by invoking fw_update(8) on
706	the next boot.-:})dnl
707dnl
708define({:-OpenBSDCongratulations-:},{:-
709Congratulations, you have successfully installed OpenBSD OSREV.  When you
710reboot into OpenBSD, you should log in as "root" at the login prompt.
711You should create yourself an account, if you skipped this step during
712installation, and protect it and the "root" account with good passwords.
713
714The install program leaves root an initial mail message.  We recommend
715you read it, as it contains answers to basic questions you might have
716about OpenBSD, such as configuring your system, installing packages,
717getting more information about OpenBSD, sending in your dmesg output
718and more.  To do this, run
719
720	mail
721
722and then just enter "more 1" to get the first message.  You quit mail by
723entering "q".
724
725Some of the files in the OpenBSD OSREV distribution might need to be
726tailored for your site.  We recommend you run:
727
728	man afterboot
729
730which will tell you about a bunch of the files needing to be reviewed.
731If you are unfamiliar with UN*X-like system administration, it's
732recommended that you buy a book that discusses it.-:})dnl
733dnl
734dnl
735dnl ========== Autoinstall instructions
736dnl (usually used by arch/install)
737dnl
738dnl OpenBSDUnattendedInstallation()dnl
739define({:-OpenBSDUnattendedInstallation-:},
740{:-dnl
741Preparing an unattended installation of OpenBSD:
742------------------------------------------------
743
744If "(A)utoinstall" is chosen at the install prompt or if the
745installation system detects that it booted from the network, and
746isn't interrupted within 5 seconds, it attempts a fully-automatic
747installation.
748
749The installer runs dhclient(8) on the network interface the system
750booted from, or in case of multiple interfaces it will ask which one
751to use. Upon success, it retrieves a response file via HTTP. If that
752fails, the installer asks for the response file location, which can be
753either a URL or a local path, and retrieves the response file from
754there.
755
756The "next-server" DHCP option specifies the hostname part of the URL,
757as in "http://<next-server>/install.conf".  The "filename" DHCP
758parameter specifies the installer mode, e.g. "auto_install".  On
759architectures where this parameter is used for netbooting, create
760a symbolic link named "auto_install" pointing to the boot program.
761
762The response file contains lines with key/value pairs separated by
763an equals sign "=", where the key is a non-ambiguous part (up to the
764question mark) of the installer question, consisting of whitespace
765separated words. The value is what would have been entered at the
766interactive prompt. Empty lines and lines beginning with a "#"
767character are ignored. The installer uses default answers in case
768of missing answers.
769
770Here is a response file example that uses a hashed password (see
771encrypt(1) for more details) for root and a public ssh key for the
772user that is created during the installation.
773
774           System hostname = openbsd
775           Password for root = ${:--:}2a${:--:}14${:--:}Z4xRMg8vDpgYH...GVot3ySoj8yby
776           Setup a user = puffy
777           Password for user = *************
778           Public ssh key for user = ssh-ed25519 AAAAC3NzaC1...g3Aqre puffy@ai
779           What timezone are you in = Europe/Stockholm
780           Location of sets = http
781           HTTP Server = ftp.eu.openbsd.org
782
783The "System hostname" key above matches the following full question
784asked during an interactive installation:
785
786  System hostname? (short form, e.g. 'foo')
787
788While the installation is in progress the installer writes all output
789to the file /ai.log, which is available as mail on the freshly
790installed system after the initial reboot.  If the installation is
791successful the system will reboot automatically; otherwise, you will
792be dropped back into the shell where you can look at the /ai.log file
793or try again.
794
795dnl XXX: do we want this?
796dnl A more complete example of a response file is distributed with the
797dnl OpenBSD installation sets for amd64, which is recommended to use as a
798dnl starting point and reference for writing your own.
799-:})dnl
800dnl
801dnl
802dnl ========== Upgrade instructions
803dnl (usually used by arch/upgrade)
804dnl
805dnl OpenBSDUpgrade({:-<list of available boot methods>-:})dnl
806dnl Parameter is optional.
807define({:-OpenBSDUpgrade-:},
808{:-Warning! Upgrades to OpenBSD OSREV are currently only supported from the
809immediately previous release.  The upgrade process will also work with older
810releases, but might not execute some migration tasks that would be necessary
811for a proper upgrade.
812
813The best solution, whenever possible, is to backup your data and reinstall
814from scratch. As a minimum, if the toolchain (the "comp" set) was installed,
815you should remove all files within /usr/{:-include-:} before attempting to
816upgrade.
817
818To upgrade OpenBSD OSREV from a previous version, start with the general
819instructions in the section "Installing OpenBSD".
820
821Boot from $1.
822When prompted, select the (U)pgrade option rather than the (I)nstall
823option at the prompt in the install process.
824
825You will be presented with a welcome message, and depending on how you are
826connected to the system, you will be asked to set the terminal type or to
827choose a keyboard layout.
828
829The upgrade script will ask you for the existing root partition, and
830will use the existing filesystems defined in /etc/fstab to install the
831new system in.  It will also use your existing network parameters.
832
833From then, the upgrade procedure is very close to the installation
834procedure described earlier in this document.
835
836However, it is strongly advised that you unpack the etc{:--:}.tgz and the
837xetc{:--:}.tgz files found in /var/sysmerge in a temporary
838directory and merge changes by hand, or with the help of the sysmerge(8)
839helper script, since all components of your system may not function
840correctly until your files in "/etc" are updated.-:})dnl
841dnl
842dnl
843dnl ========== Installation media preparation
844dnl (usually used by arch/xfer)
845dnl
846dnl Generic preparation introduction, after the list of various sources.
847dnl Use the short version unless there are too many methods, in this case
848dnl the long versions adds a ``don't panic!'' notice.
849define({:-OpenBSDXferShortPrelude-:},
850{:-The steps necessary to prepare the distribution sets for installation
851depend on which method of installation you choose.  Some methods
852require a bit of setup first that is explained below.
853
854The installation allows installing OpenBSD directly from HTTP mirror
855sites over the internet, however you must consider the speed and
856reliability of your internet connection for this option.  It may save
857much time and frustration to download the distribution sets to a local
858server or disk and perform the installation from there, rather than
859directly from the internet.-:})dnl
860define({:-OpenBSDXferPrelude-:},
861{:-OpenBSDXferShortPrelude
862
863The variety of options listed may seem confusing, but situations vary
864widely in terms of what peripherals and what sort of network arrangements
865a user has, the intent is to provide some way that will be practical.-:})dnl
866dnl
867dnl Various floppy generation instructions.
868dnl
869define({:-OpenBSDXferCDROM-:},
870{:-Creating a bootable CD-ROM:
871
872	First you need to get access to the OpenBSD bootable CD-ROM (ISO)
873	images. They can be found on one of the OpenBSD mirror servers. Two
874	files are available, install{:--:}OSrev.iso which contains all of
875	the sets needed for installation, and a smaller cd{:--:}OSrev.iso
876	which contains just the installer, for a network install.
877
878	Windows 7 users should be able to do this by right clicking on the
879	install{:--:}OSrev.iso file and clicking burn to CD.
880
881	OpenBSD users should be able to do this with the cdio command.
882	"cdio tao install{:--:}OSrev.iso"
883
884	Users of other operating systems should consult the
885	appropriate documentation.-:})dnl
886dnl
887define({:-OpenBSDXferFloppyFromDOS-:},
888{:-Creating a bootable floppy disk using Windows:
889
890	First you need to get access to the OpenBSD bootable floppy
891	images.  If you can access the distribution from the CD-ROM under
892	DOS, you will find the bootable disks in the OSREV/MACHINE
893	directory.  Otherwise, you will have to download them from one of
894	the OpenBSD mirror sites, using an FTP client or a web browser.
895	In either case, take care to do "binary" transfers, since
896	these are images files and any DOS cr/lf translations or Control-z
897	EOF interpretations will result in corrupted transfers.
898
899	You will also need to go to the "tools" directory and grab a copy of
900	the ntrw.exe utility.  Run it with the correct arguments like this
901	"ntrw <image> <drive>:"
902
903	Note that, when installing, the boot floppy can be write-protected
904	(i.e. read-only).-:})dnl
905dnl
906define({:-OpenBSDXferFloppyFromUNIX-:},
907{:-Creating a bootable floppy disk using a Un*x-like system:
908
909	First, you will need to obtain a local copy of the bootable filesystem
910	image as described above.  You should use the signify(1) and sha256(1)
911	commands to verify the integrity of the images with the SHA256.sig file
912	on the mirror site.
913
914	Next, use the dd(1) utility to copy the file to the floppy drive.
915	The command would likely be, under OpenBSD:
916		dd if=floppy{:--:}OSrev.img of=/dev/rfd0c bs=36b
917
918	If you are using another operating system, you may have to adapt
919	this to conform to local naming conventions for the floppy and
920	options suitable for copying to a "raw" floppy image.  The key
921	issue is that the device name used for the floppy *must* be one
922	that refers to the correct block device, not a partition or
923	compatibility mode, and the copy command needs to be compatible
924	with the requirement that writes to a raw device must be in
925	multiples of 512-byte blocks.  The variations are endless and
926	beyond the scope of this document.
927
928	If you're doing this on the system you intend to boot the floppy on,
929	copying the floppy back to a file and doing a compare or checksum
930	is a good way to verify that the floppy is readable and free of
931	read/write errors.
932
933	Note that, when installing, the boot floppy can be write-protected
934	(i.e. read-only).-:})dnl
935dnl
936define({:-OpenBSDXferUSBFromUNIX-:},
937{:-Creating a bootable USB key using a Un*x-like system:
938
939	Some older systems may not be able to boot from USB keys or require
940	changing boot priority.  Check your BIOS settings if you run into
941	problems.
942
943	First, you will need to obtain a local copy of the bootable filesystem
944	image miniroot{:--:}OSrev.img or install{:--:}OSrev.img as described above.
945	You should use the signify(1) and sha256(1) commands to verify
946	the integrity of the images with the SHA256.sig file on the mirror site.
947
948	Next, use the dd(1) utility to copy the file to the USB storage device.
949	The command would likely be, under OpenBSD:
950		dd if=miniroot{:--:}OSrev.img of=/dev/rsdNc bs=1m
951
952	where N is the device number.  You can find the correct device number
953	by checking dmesg(8) when inserting the media.
954
955	If you are using another operating system, you may have to adapt
956	this to conform to local naming conventions for the USB key and
957	options suitable for copying to a "raw" disk image.  The key
958	issue is that the device name used for the USB key *must* be one
959	that refers to the correct block device, not a partition or
960	compatibility mode, and the copy command needs to be compatible
961	with the requirement that writes to a raw device must be in
962	multiples of 512-byte blocks.  The variations are endless and
963	beyond the scope of this document.
964
965	If you're doing this on the system you intend to boot the USB key on,
966	copying the image back to a file and doing a compare or checksum
967	is a good way to verify that the USB key is readable and free of
968	read/write errors.-:})dnl
969dnl
970dnl OpenBSDXferNFS [(noupgrade)]
971define({:-OpenBSDXferNFS-:},
972{:-To install OpenBSD using a remote partition, mounted via
973NFS, you must do the following:
974
975	NOTE:	This method of installation is recommended only for
976		those already familiar with using BSD network
977		configuration and management commands.  If you aren't,
978		this documentation should help, but is not intended to
979		be all-encompassing.
980
981	Place the OpenBSD distribution sets you wish to install
982	into a directory on an NFS server, and make that directory
983	mountable by the machine on which you are installing or
984	upgrading OpenBSD.  This will probably require modifying
985	the /etc/exports file of the NFS server and resetting
986	its mount daemon (mountd).  (Both of these actions will
987	probably require superuser privileges on the server.)
988
989	You need to know the numeric IP address of the NFS
990	server, and, if the server is not on a network directly
991	connected to the machine on which you're installing or
992	upgrading OpenBSD, you need to know the numeric IP address
993	of the router closest to the OpenBSD machine.  Finally,
994	you need to know the numeric IP address of the OpenBSD
995	machine itself.
996
997	Once the NFS server is set up properly and you have the
998	information mentioned above, you can proceed to the next
999	step in the installation ifelse(X$1,X,{:-or upgrade -:})process.ifelse(X$1,X,,{:-  If you're
1000	installing OpenBSD from scratch, go to the section on
1001	preparing your hard disk, below.  If you're upgrading an
1002	existing installation, go directly to the section on
1003	upgrading.-:})-:})dnl
1004dnl
1005define({:-OpenBSDXferFFS-:},
1006{:-If you are upgrading OpenBSD, you also have the option of installing
1007OpenBSD by putting the new distribution sets somewhere in your
1008existing file system, and using them from there.  To do that, do
1009the following:
1010
1011	Place the distribution sets you wish to upgrade somewhere
1012	in your current file system tree.  At a bare minimum, you
1013	must upgrade the "base" binary distribution, and so must
1014	put the "base{:--:}OSrev" set somewhere in your file system.  It
1015	is recommended that you upgrade the other sets, as well.-:})dnl
1016dnl
1017define({:-OpenBSDInstNFS-:},
1018{:-Now you must populate the "/dev" directory for your client.  If the server
1019does not run OpenBSD you might save the MAKEDEV output:
1020
1021	eo=echo ksh MAKEDEV all > all.sh
1022
1023and then tailor it for your server operating system before running it.  Note
1024that MAKEDEV is written specifically for ksh, and may not work on any other
1025Bourne shell.
1026
1027There will be error messages about unknown users and groups.  These errors are
1028inconsequential for the purpose of installing OpenBSD.  However, you may
1029want to correct them if you plan to use the diskless setup regularly.  In that
1030case, you may re-run MAKEDEV on your OpenBSD machine once it has booted.-:})dnl
1031