Creating a custom Linux OS using Linux-3.2.0

J

Jeraldson

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After obtaining the kernel source

You will need the kernel tar archive file, a rather large file named something like:
linux-release.tar.bz2
and the corresponding very small digital signature file:
linux-release.tar.bz2.sign
where release is either two or three numbers separated by dots, something like 3.10 or 3.10.6

You need to understand the Linux release numbering scheme. Some kernel releases are two numbers: 3.X to be general, or for example: 3.0, 3.1, 3.2, and so on. The difference between these is that 3.(X+1) contains new features not found in 3.X. New device drivers, for recent hardware (maybe a network interface based on a new chipset) or for recently added software features (maybe a new networking protocol, or a new type of file system). Plus, of course, all the bugs found and fixed in the 3.X. The two-number 3.X kernel release include new features and bug fixes as that last number X increases.

But some kernel releases are three numbers: 3.X.Y. These are bug fixes only — 3.X.1 makes a small bug fix to the 3.X.0 kernel, 3.X.2 fixes a small bug in 3.X.1, and so on. The kernel organization has strict rules: these must be bug fixes only (no sneaking new features into the kernel!) and they must be small (100 lines or less of C code). The three-number 3.X.Y kernel releases are cumulative bug fixes to 3.X.

Which version do you need? That depends on your hardware — the latest 3.X.Y should be fine, but you may not really need the very latest if the recent bug fixes were in drivers for hardware you don't own.

Reason to use a later release — Your hardware includes a super-fast network interface chipset that was only supported starting with the 3.X release. You need to use at least 3.X!

Reason to use an even later release — You know that you need 3.X, and let's say it's the last stable major release. But look at the archive, is there a more recent 3.X.Y bug-fix release? If you are about to build a kernel, it only makes sense to include the latest tested bug fixes.

Reason not to upgrade to a later release — Your hardware is supported by the 3.X kernel you are already using, and there are no 3.X.Y bug fixes that involve drivers that you use.

Make absolutely certain that you really have the kernel source

You do not want to run some hacker's operating system instead of the real kernel!

You must verify both the integrity of the data you just downloaded and the identity of its source. In other words, is it really the kernel source, and did it really come from the Linux kernel organization?

Install the kernel source
From here forward, I will use oldrelease and release to stand for, well, whatever your old and new releases will be! You will have to think just a little

You need to do some steps as root here, so become root with the su command.

Your distribution or earlier work by yourself or other administrators may have already installed kernel source under a directory named /usr/src/linux-oldrelease with a symbolic link pointing to it. Find out, and if necessary, remove that link:

# cd /usr/src
# ls -l
# rm linux

Extract the kernel source with the following. You must be in the right directory, /usr/src, and I leave it up to you to figure out where you put that downloaded archive file. I mean, really, if you can't handle that then you have no business trying to build a kernel. But my experience tells me that I need to put two commands here to keep some people from making horrible messes of things:

# cd /usr/src
# tar xvfj /path/to/linux-release.tar.bz2

Recreate the symbolic link, so that other software can be compiled on your system. If you're really curious, software making calls to system libraries need to find the include files under /usr/src/linux/include and this will support that. Or just take my word for it, this is important:

# ln -s linux-release linux
# ls -l

The tar archive may have created files owned by some random UID other than 0, meaning root. This is not good! Fix it and make sure that everything has worked so far:

# chown -R root:root linux-release
# ls -laF

You should see something like the following:

total 16
drwxr-xr-x 4 root root 4096 May 28 19:02 ./
drwxr-xr-x 15 root root 4096 May 28 21:28 ../
lrwxrwxrwx 1 root root 17 May 28 19:02 linux -> linux-release@
drwxr-xr-x 19 root root 4096 May 28 19:02 linux-release/
drwxr-xr-x 19 root root 4096 Apr 06 08:29 linux-oldrelease/

Now, just to be safe, let's remove any stale object files inappropriately cluttering your source tree, so we can build a fresh clean kernel:

# cd /usr/src/linux
# make clean

Install an initial kernel configuration file
From here on, we will just rely on /usr/src/linux to be set up and pointing to the new source tree, making the pathnames a little simpler if we need to mention them. However, almost everything should be done in the directory /usr/src/linux and so there is little need to mention full path names!

There are thousands of choices to be made when configuring a kernel build, and if you just dive in and start answering them you probably will not get enough of them right to produce a kernel that boots.

However, you are running some kernel that boots and runs on your hardware. I would presume that it is probably of an earlier release if you are like most people who would read this page, but its configuration would be a good starting point.

The very best solution would be to ask the running kernel how it is configured. That way you would get the truth. So, try that:

# zcat /proc/config.gz > .config

If that didn't work, maybe your kernel supports this but only as a loadable module. So, let's try loading that module and asking again:

# modprobe ikconfig
# zcat /proc/config.gz > .config

If that worked, great, move on to the next step. If it did not work, you will need to find a configuration file that your distribution has probably stashed away somewhere on the system. Try this while paying attention to the available file name or names. Pick the latest if you have a choice:

# ls /boot
# cp /boot/config-latest-release .config

Red Hat has been known to hide the configuration files in other places:

# ls /usr/src/linux*/.config
# ls /usr/src/linux*/configs

If all else fails:

# find / -name '.config' -o -name 'config-*'

Or, worse yet, try the following, where CONFIG_EXPERIMENTAL is a configuration variable set in the file regardless of architecture. You will probably find that string in other files so you will need to think a little about what you find.

# find / -type f -exec grep 'CONFIG_EXPERIMENTAL=[yn]' {} /dev/null \;

You need to somehow install something appropriate as /usr/src/linux/.config, otherwise the rest of this project will fail.

Configure a kernel build


Let's say that you would like your new kernel to describe itself as version 3.X.Y-whatever instead of plain old 3.X.Y when someone runs the command
$ uname -r
or
$ uname -a

The trick is to edit the file Makefile and change its opening to the following. Do not change the PATCHLEVEL and SUBLEVEL values! Leave those numbers, shown here as X and Y, just as they already are.

VERSION = 3
PATCHLEVEL = X
SUBLEVEL = Y
EXTRAVERSION = -whatever

Be careful —
you must be very conservative in what you put here! The string needs to be fairly short and contain nothing but letters, numbers, "." and "-". Any other punctuation marks or white space will cause horrible problems later. Also be careful to not add any white space to the ends of the lines, some very literal-minded scripts will process the Makefile.

Best practice: Leave this alone unless you know what you're doing! But if you do change EXTRAVERSION:

  • Start with "-".
  • Total length 16 characters or less.
  • Other characters limited to letters, digits, and the punctuation marks ".", "-", and "_".
  • No white space at the end of the line!
Now you are ready for the fun part! You are finally ready to run the kernel build configuration tool. I am being a little fussy by saying "kernel build configuration" instead of "kernel configuration", but that is what you are doing. You are specifying how to build a kernel, as we do with Linux. You are not configuring pre-existing kernel modules as you might do with Solaris.

The more friendy interface is started like this:

# make gconfig &

However, that may require some Gnome or GTK packages that you haven't installed, and either you haven't set up YUM or urpmi to make installation easy or you just don't want to add those packages. In that case try the following. If that doesn't work either, then it's time to install those packages....

# make xconfig &

The terminal emulator where you ran that command will have lots of output, including some error messages about setting kernel variables that were not defined and perhaps about specified settings for kernel variables that do not exist. Don't panic! Remember what you did — you started with the configuration of an older kernel to build a newer one. The kernel feature set changes from version to version, and so we expect to see these rather mild warning messages.

I believe that it only makes sense to build the kernel configuration into the kernel itself. Do this:
Under General Setup select:
Kernel .config support
and then select:
Enable access to .config through /proc/config.gz
If you build it into the monolithic kernel (shown as a check mark in the configuration tool) it will always be there. If you build it as a loadable module then it will only appear when the appropriate module is loaded, you will need to first do something like this:
# modprobe ikconfig
and then the kernel data structure will appear as /proc/config.gz. I would suggest simply building this into the monolithic kernel so the configuration is always available.

Your configuration should be pretty close to what you want, and in many or even most cases it would be reasonable to just save the settings at that point and exit the tool.

However, you probably should explore the kernel configuration just to learn about how many things the Linux kernel can support.

Just try not to do anything terribly silly like disabling support for your hard drive controller. Unless you really do want a kernel that will not boot...

Save and exit when you have finished exploring............
 


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