Podcast
Questions and Answers
What is the primary focus when installing an operating system?
What is the primary focus when installing an operating system?
Which category of software is NOT typically discussed in the context of OS installation?
Which category of software is NOT typically discussed in the context of OS installation?
What is a key requirement for system administrators when setting up new systems?
What is a key requirement for system administrators when setting up new systems?
What common mechanisms are involved in software management?
What common mechanisms are involved in software management?
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How do different operating systems typically handle installation components?
How do different operating systems typically handle installation components?
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Which of the following components does NOT typically require firmware interaction?
Which of the following components does NOT typically require firmware interaction?
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What is the general definition of 'software'?
What is the general definition of 'software'?
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What is typically NOT a focus when discussing file system layouts in Unix systems?
What is typically NOT a focus when discussing file system layouts in Unix systems?
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What is the first phase in the OS installation process?
What is the first phase in the OS installation process?
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Which factor is NOT mentioned as influencing the installation choices?
Which factor is NOT mentioned as influencing the installation choices?
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How do large-scale organizations typically manage system deployment?
How do large-scale organizations typically manage system deployment?
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What aspect of the OS installation process is emphasized in this content?
What aspect of the OS installation process is emphasized in this content?
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What does the choice of operating system affect according to the content?
What does the choice of operating system affect according to the content?
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What may dictate hardware choices when installing an OS?
What may dictate hardware choices when installing an OS?
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Which installation method is mentioned as part of the diverse options?
Which installation method is mentioned as part of the diverse options?
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What is the importance of determining the file I/O requirements?
What is the importance of determining the file I/O requirements?
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What is a downside to including excessive software in an operating system release?
What is a downside to including excessive software in an operating system release?
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What is one reason a system administrator might choose to install software manually?
What is one reason a system administrator might choose to install software manually?
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When might a system administrator need to build software from source?
When might a system administrator need to build software from source?
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Why might a system administrator prefer building software from source rather than using binary packages?
Why might a system administrator prefer building software from source rather than using binary packages?
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What is a common command sequence for installing software from source?
What is a common command sequence for installing software from source?
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What challenge does manual installation present compared to using a package management system?
What challenge does manual installation present compared to using a package management system?
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Which of the following statements is true about software availability?
Which of the following statements is true about software availability?
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What can system administrators determine when building software from source?
What can system administrators determine when building software from source?
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What is the purpose of the Power-On Self Test (POST)?
What is the purpose of the Power-On Self Test (POST)?
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What is executed immediately after the Power-On Self Test (POST)?
What is executed immediately after the Power-On Self Test (POST)?
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Which component is responsible for allowing the user to choose an operating system to boot?
Which component is responsible for allowing the user to choose an operating system to boot?
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Which command is used to display diagnostic messages from the boot process?
Which command is used to display diagnostic messages from the boot process?
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What is the first action taken after the secondary boot loader?
What is the first action taken after the secondary boot loader?
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What is the role of init(8) in the operating system boot process?
What is the role of init(8) in the operating system boot process?
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Which of the following steps occurs first during the boot process?
Which of the following steps occurs first during the boot process?
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How can you retrieve console output on an Amazon EC2 system?
How can you retrieve console output on an Amazon EC2 system?
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What has become increasingly difficult to define in software distributions?
What has become increasingly difficult to define in software distributions?
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Which of the following best describes the typical focus of BSD derived systems?
Which of the following best describes the typical focus of BSD derived systems?
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Which directory is typically used for mounting additional software on Unix systems?
Which directory is typically used for mounting additional software on Unix systems?
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Why was a small root partition used in early Unix systems?
Why was a small root partition used in early Unix systems?
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What challenge do system administrators face when maintaining numerous hosts?
What challenge do system administrators face when maintaining numerous hosts?
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What characteristic is typical of Unix file system layouts?
What characteristic is typical of Unix file system layouts?
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In Unix systems, what is found in the /bin directory?
In Unix systems, what is found in the /bin directory?
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What is a common consequence of maintaining multiple systems?
What is a common consequence of maintaining multiple systems?
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What is typically defined during the installation of a host's operating system?
What is typically defined during the installation of a host's operating system?
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What happens during the 'first boot' of a newly installed system?
What happens during the 'first boot' of a newly installed system?
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Why is it recommended to reboot the system after the first boot?
Why is it recommended to reboot the system after the first boot?
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What is a characteristic of software installation across different Unix versions?
What is a characteristic of software installation across different Unix versions?
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How do BSD-derived systems distinguish software installation?
How do BSD-derived systems distinguish software installation?
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What is the advantage of breaking software into individual packages in some Unix versions?
What is the advantage of breaking software into individual packages in some Unix versions?
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Which of the following is NOT a task during the installation process of Unix systems?
Which of the following is NOT a task during the installation process of Unix systems?
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What is a significant difference in the 'first boot' compared to normal boot processes?
What is a significant difference in the 'first boot' compared to normal boot processes?
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Study Notes
Software Installation and Package Management
- This presentation discusses software installation and package management.
- Installing an operating system and adding software is related to system purposes.
- Many people do not personally perform OS installation, system administrators do.
- Regularly, new systems are set up and services are created needing to fine-tune software.
- This includes defining installed software, necessary drivers for the kernel, modules to load, and boot-time services.
- Subsystems on a lower layer than the OS/kernel, like RAID controllers can be managed through firmware, accessed by the OS using kernel drivers, and available to administrators via software.
- Common functionalities like installing, updating, maintaining and removing software are applicable across software types.
Introduction
- The previous lessons covered file systems and storage devices, which leads to installing OS and software.
- The presentation now focuses on the general principles of software installations.
- The main types of software include OS components and add-on/third-party software.
- Understanding the varying installation methods on different servers to install OS components is important.
- The file system layout and common hierarchy structure on Unix systems will be explored in detail, with reasons behind the structure.
- The process of installing an OS on a server and the common installation methods are detailed.
- Distinctions between OS components and add-on/third-party software are discussed.
Types of Software
- "Software" is simply a program telling a computer what to do.
- Different types of software exist, including the file system (a lower layer compared to applications like a web server).
- The operating system consists of regular application software (like text editors or compilers), software libraries (like the resolver library to convert hostnames into IP addresses), device drivers, hardware control, and the kernel.
- The term "operating system" itself needs clarification as different providers include various components.
- The term "Linux", for example, refers to the Linux kernel and its "distributions" (different collections of components to create a GNU/Linux operating system).
- This chapter prioritizes categorizing software based on proximity to hardware and the end user.
Up and down the software stack
- A frequent task for system administrators is managing a generic HTTP server that offers a web service.
- Many components and dependencies are often involved in such a simple web service, typically running on virtual hardware.
- These components are explained here.
OS Installation
- System administrators commonly manage numerous hosts, leading to the need for regularly bringing up and integrating new machines into the infrastructure.
- The number of systems maintained and created necessitate process automation.
- However each installation process follows similar steps, though the complexity behind each step can vary significantly.
- The ideal scenario for installation would be the installation of a base operating system with further adjustments customized for specific tasks.
- The significant amount of customization and variables associated with installation processes is highlighted.
File System Layout
- In Section 4.6, the hierarchical tree structure of the Unix file system and the purpose/use of subdirectories are discussed and summarized.
- Different versions of Unix have diverged in their layout, primarily due to historical factors, coincidence, and developer preferences.
- Despite these differences, almost all Unix versions share common directories, especially relating to the base OS.
- Early Unix required multiple devices for storage due to limited disk space.
Operating System vs. System Software vs. Third-Party Software
- The difficulty in identifying software as add-on packages is increasing in complexity in OS distributions.
- Linux distributions commonly include software like web browsers, database management systems, and web servers to serve multiple purposes (server and desktop).
- BSD-derived systems are designed more towards servers.
OS Installation Overview
- The operating system installation process generally comprises hardware identification, provisioning and registration.
- Depending on organizational structure, this phase may be manual or automated.
- The hardware needs physical installation, registration with the inventory system.
- The process may be continuous in datacenters to quickly register new hardware.
Base OS Installation
- The installation of software itself is explained.
- Processes for both automatic and manual software installation are detailed.
Initial Minimum System Configuration
- Basic configuration steps are needed after software installation is complete.
- Setting a hostname, network configuration, user accounts, and enabling daemons are parts of this phase.
- In most deployments, a configuration management system is used to perform ongoing customizations.
System Registration
- Integrating the newly installed system into a larger infrastructure is needed to further functionalize it.
- Systems’ inventory must be updated, making the system aware of the new server, and identifying components that the new server interacts with, requiring continuous updates.
System Restart
- A final system restart is crucial for various reasons (including ensuring all components operate as expected in the target environment, allowing the OS to run in the context of the hardware, verifying that all software is functioning properly, testing software stability).
- The reboot can frequently introduce differences compared to a normal boot since various services are run during the installation process, which could lead to unexpected results without rebooting at a later point.
OS Installation Details
- There are many intricately related steps that need to be refined based on your organization's infrastructure.
- The integration of the system into the company's overall infrastructure is often difficult, which drives companies to establish custom software for these purposes.
- All OS installations, regardless of whether custom, proprietary, public or open source, follow similar processes.
Boot the system
- Booting the system is the first step in installation; and determines the media.
- There are manual and automatic methods for booting.
- Manual methods could involve using optical media (like CDs, DVDs) while automated methods use the network and pre-boot environments (PXE).
Identify Disk(s)
- The installer needs to identify all available disks to configure the system correctly.
- This involves using the "miniroot" to load drivers for storage devices.
Create Partition Table(s)
- Setting up partitions for the disk is required before installing the OS.
- Determining which disk should contain the root filesystem is important, which is decided during partition creation, ensuring all disks and partitions are correctly mounted at a later stage.
- Disk bootloaders and OS-specific labeling is part of this phase and it is OS dependant
Create File System(s)
- Each defined partition needs formatting according to its file system.
- The correct flags need to be passed to format partitions using commands like
mkfs
ornewfs
to ensure compatible functionalities.
Make the system bootable
- Making a system bootable involves installation of the bootloader and configuration of the first and second stage bootloaders.
- This step depends greatly on the operating system in question.
Install the OS
- The OS is installed by retrieving files from CD/DVD, network file systems (NFS), or a remote host's file system (ftp).
- The installer gets the software and copies the retrieved files to the target root device in order to install the OS.
Install add-on software
- Installing add-on software is determined by the installer.
- Many software installations would be optional, based on configuration or user interaction.
- These add-ons could include configuration management systems, third-party applications, software packages from the vendor.
Basic system configuration
- Setting up the basic server configuration involves a host’s network configuration, hostname, timezone, NTP and syslog servers, and root password, defining system services that start at boot time.
- System configuration is typically automated based on configuration management systems, which frequently manages this process.
Reboot
- After installation and configuration it will need rebooting.
- Rebooting ensures proper runtime configuration and behavior.
- If software upgrades were performed, another reboot is strongly recommended to ensure proper operation.
Package Management Systems
- Package management systems are used across different Unix versions.
- The goal is to integrate third-party software into the OS tightly which allows a consistent and predictable file system hierarchy.
- Some systems differentiate between "base OS" and "add-on applications".
- Tools for managing package inventories are native to some systems, such as BSD derived systems.
- Other systems break software into individual packages, improving consistency and user experience in software management across OS layers, making OS upgrades easier.
"Manual" Software Installation
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A manual approach to software installation involves downloading and building the software then copying it into the target location.
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This is particularly common when dealing with open-source software, usually in source form.
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Some reasons to use a manual installation approach could be for evaluation purposes, or experimenting prior to a larger deployment for your software and potentially solving problems more directly.
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Considerations such as software availability, potential customizations, and fixing possible security issues could drive the necessity of manual installations.
Identifying Server Requirements
- Before installation, choices regarding file systems, file I/O specifications, partitioning, the installed OS, add-on software, and the machine’s intended use, must be made.
- These choices often influence each other and one choice has consequences on others
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Description
This quiz covers key concepts related to software installation and package management, including operating system installation, driver configuration, and subsystem management. It is designed for those looking to understand the essentials of managing software in various environments. Prepare to test your knowledge on the installation processes and maintenance of operating systems.