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[dragonfly.git] / UPDATING

# Updating Information for DragonFly users.
#
#
# This file should warn you of any pitfalls which you might need to work around
# when trying to update your DragonFly system.  The information below is
# in reverse-time order, with the latest information at the top.
#
# If you discover any problem, please contact the bugs@lists.dragonflybsd.org
# mailing list with the details.
#
# $DragonFly: src/UPDATING,v 1.26 2008/09/15 20:03:36 thomas Exp $

+-----------------------------------------------------------------------+
+         UPGRADING DRAGONFLY ON AN EXISTING DRAGONFLY SYSTEM		+
+				GENERAL					+
+-----------------------------------------------------------------------+

The best way to upgrade DragonFly is to maintain a copy of the DragonFly
CVS repository via cvsup and to checkout the source base via this repository.
The repository is stored in /home/dcvs by default and requires about 800MB
of disk space.  The checked out source tree (/usr/src) requires about 400MB
of disk space, and the build will eat around 800MB of space out of /usr/obj.
To maintain the build you should reserve at least 2.5GB of disk space, and
3.5GB if you have the space.

Note: most people run cvsup via a root cron job to keep the repository up to
date.  Please limit such automatic updates to once a day and try to randomize
the hour and minute in the cron job a bit to avoid pileups.

	# get the CVS repository (it is placed in /home/dcvs)
	cvsup /usr/share/examples/cvsup/DragonFly-cvs-supfile
	# install the source from the CVS hierarchy
	cd /usr
	cvs -R -d /home/dcvs checkout -P src

Once you have the repository and broken out sources you can decide whether to
update your sources from the repository automatically or manually.  Since
you are tracking changes made to DragonFly, it is usually a good idea to
update the sources manually:

	cd /usr/src
	cvs update -dP

To upgrade a DragonFly system from sources you run the following sequence:

	cd /usr/src
	make buildworld
	make buildkernel KERNCONF=<KERNELNAME>
	make installkernel KERNCONF=<KERNELNAME>
	make installworld

You will also want to run the 'upgrade' target to upgrade your /etc and the
rest of your system.  The upgrade target is aware of stale files created by
older DragonFly installations and should delete them automatically.

	make upgrade

Once you've done a full build of the world and kernel you can do incremental
upgrades of either by using the 'quickworld' and 'quickkernel' targets
instead of 'buildworld' and 'buildkernel'.  If you have any problems with
the quick targets, try doing a cvsup, cvs update, and then a full buildworld
and buildkernel as shown above, before asking for help.
See also build(7) and development(7) manual pages.

+-----------------------------------------------------------------------+
+         UPGRADING FROM DRAGONFLY <= 2.0 TO DRAGONFLY >= 2.1		+
+-----------------------------------------------------------------------+

In 2.1 kernel and modules has moved to boot directory.  For most cases
this is handled automatically by 'make upgrade'.  A few cases needs manual
intervention:

 * When installing a kernel without first doing a make buildworld,
   installworld and upgrade to the same DESTDIR as kernel:
   make DESTDIR/boot directory and move kernel and modules into this boot
   directory; also move kernel.old and modules.old.
   Typical example is vkernel(7), use (no modules used):

	cd /var/vkernel
	mkdir boot
	chflags noschg kernel
	mv kernel kernel.old boot
	chflags schg boot/kernel
	
 * When using a boot-only partition, /boot/loader.rc needs to be edited:
   delete occurrences of '/boot/'.
   These occurences can normally be deleted in any case, see loader(8).

+-----------------------------------------------------------------------+
+         UPGRADING FROM DRAGONFLY <= 1.8 TO DRAGONFLY >= 1.9		+
+-----------------------------------------------------------------------+

In 1.9 major changes to the disk management infrastructure have taken
place.  make upgrade may not catch all of your disk devices in /dev,
so after upgrading be sure to cd /dev; ./MAKEDEV <blah> where <blah>
are all of your disk devices.

The biggest changes in 1.9 are:

(1) That whole-slice devices such as da0s1 no longer share the same device
    id as partition c devices such as da0s1c.

(2) The whole-disk device (e.g. da0) is full raw access to the disk,
    with no snooping or reserved sectors.  Consequently you cannot run
    disklabel on this device.  Instead you must run disklabel on a
    whole-slice device.

(3) The 'compatibility' partitions now use slice 0 in the device name,
    so instead of da0a you must specify da0s0a.  Also, as per (1) above,
    accessing the disklabel for the compatibility partitions must be
    done via slice 0 (da0s0).

(4) Many device drivers that used to fake up labels, such as CD, ACD, VN,
    and CCD now run through the disk management layer and are assigned
    real disk management devices.   VN and CCD in particular do not usually
    use a MBR and disklabels must be accessed through the compatibility
    slice 0.  Your /etc/ccd.conf file still specifies 'ccd0', though, you
    don't name it 'ccd0s0' in the config file.

Generally speaking, you have to get used to running fdisk and disklabel on
the correctly specified device names.  A lot of the wiggle, such as running
disklabel on a partition, has been removed.

+-----------------------------------------------------------------------+
+         UPGRADING FROM OLDER VERSIONS OF DRAGONFLY OR FREEBSD		+
+-----------------------------------------------------------------------+

> Kerberos IV
-------------

Kerberos IV (eBones) was removed from the tree, please consider moving to
Kerberos 5 (Heimdal).

> Package Management System
---------------------------

Starting with the 1.4 release, DragonFly uses NetBSD's pkgsrc package
management system.  The necessary tools to build and maintain packages
are provided in /usr/pkg/bin and /usr/pkg/sbin.  Make sure that these
directories are in your PATH variable.

In order to obtain a reasonably current snapshot of the pkgsrc tree, use
the tarball from NetBSD:

	fetch -o /tmp/pkgsrc.tar.gz ftp://ftp.NetBSD.org/pub/NetBSD/packages/pkgsrc.tar.gz
	cd /usr; tar -xzf /tmp/pkgsrc.tar.gz; chown -R root:wheel pkgsrc

This tree can then be kept up to date with cvs update:

	cd /usr/pkgsrc; cvs up

NOTE! If you upgraded from a pre-1.4 system to 1.4 or later, you need to
build and install the pkgsrc bootstrap manually:

	cd /usr/pkgsrc/bootstrap
	./bootstrap --pkgdbdir /var/db/pkg --prefix /usr/pkg

+-----------------------------------------------------------------------+
+         UPGRADING DRAGONFLY ON AN EXISTING DRAGONFLY SYSTEM		+
+         UPDATING FROM PRE-1.2 SYSTEMS OR FreeBSD 4.x TO               +
+         DRAGONFLY 1.3+ (EITHER PREVIEW or HEAD)                       +
+-----------------------------------------------------------------------+

The compatibility shims for the build environment have been removed, you
have to update to DragonFly 1.2 release branch first.

The default PAM configuration has moved from /etc/pam.conf to /etc/pam.d/.
The existing configuration can be converted using /etc/pam.d/convert.sh.
Entries in /etc/pam.d/ override entries in /etc/pam.conf. In addition
the pam_skey.so module was retired, you have to remove it manually from
your configuration, when you convert it.

> Required user and group IDs when upgrading from either FreeBSD or DragonFly
---------------------

The following users may be missing from your password file.  Use vipw and
add any that are missing:

smmsp:*:25:25::0:0:Sendmail Submission User:/var/spool/clientmqueue:/sbin/nologin
_pflogd:*:64:64::0:0:pflogd privsep user:/var/empty:/sbin/nologin

The following groups may be missing from your group file.  Use vi /etc/group
and add any that are missing:

smmsp:*:25:
authpf:*:63:
_pflogd:*:64:


> Upgrading to DragonFly from FreeBSD
---------------------

You can build the DragonFly world and DragonFly kernels on a FreeBSD-4.x or
FreeBSD-5.x machine and then install DragonFly over FreeBSD, replacing
FreeBSD.  Note that the DragonFly buildworld target does not try to reuse
make depend information, it starts from scratch, so no pre-cleaning of the
object hierarchy is necessary.

	# get the CVS repository (it is placed in /home/dcvs, 500MB).
	# Please use the -h option and a mirror site to pull the 
	# initial repository, but feel free to use the main repository
	# machine to pull updates.
	cvsup /usr/share/examples/cvsup/DragonFly-cvs-supfile
	# install the source from the CVS hierarchy (remove preexisting
	# FreeBSD src first) (500MB)
	cd /usr
	rm -rf src
	cvs -R -d /home/dcvs checkout -P src

	# build it (500MB used in /usr/obj)
	#
	cd /usr/src
	make buildworld
	make buildkernel KERNCONF=<KERNELNAME>

Once you have built DragonFly you have to install it over FreeBSD.  Since
DragonFly does not track changes made by FreeBSD to its include file 
hierarchy and include file pollution can cause all sorts of unexpected
compilation issues to come up, it is best to wipe your include hierarchy
prior to installing DragonFly.  Note that you should not wipe any installed
FreeBSD header files or binaries until after you have successfully completed
the build steps above.

	rm -rf /usr/include
	mkdir /usr/include
	make installkernel KERNCONF=<KERNELNAME>
	make installworld

Then you need to upgrade your system.  DragonFly's 'make upgrade' target 
will unconditionally upgrade the /etc files that sysops do not usually
mess around with, such as the files in /etc/rc.d.  It will also remove any
obsolete files such as utilities and manpages that have been removed from
the system since the version you're coming from.  If you are unsure we 
recommend that you make a backup of at least your /etc before applying
this step.  Note that DragonFly's RC system is basically RCNG from
FreeBSD-5, but there are some differences in the contents of the RC files.

	make upgrade

NOTE! Never do a 'make upgrade' before 'make installworld' has been run.
Doing so might leave your system in an unusable state.

Finally we recommend that you do an 'ls -lta BLAH' for /bin, /sbin, /usr/bin,
/usr/bin, and /usr/lib, and remove any stale files that you find.  Please
report these files to the DragonFly developers so that they can be added to
the 'upgrade' target.