Updated README

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## About gentoo-install
This script performs a reasonably minimal installation of gentoo. An EFI system is highly
recommended, but legacy BIOS boot is still supported.
It does everything from the ground up, including creating partitions, downloading
and extracting the stage3 archive, initial system configuration and optionally installing
some additional software. The script only supports OpenRC and not systemd.
recommended, but legacy BIOS boot is also supported. The script supports both systemd (default)
and OpenRC as the init system. The main performed steps are:
The system will temporarily use `sys-kernel/vanilla-kernel-bin`, which should be suitable
#. Partitioning
#. Download & verify stage3 tarball
#. Extract stage3
#. Initialize portage
#. Install kernel
#. Install additional software
The system will use `sys-kernel/gentoo-kernel-bin`, which should be suitable
to boot most systems out of the box. I strongly recommend you to replace this kernel
with a custom built one, when the system is functional. If you are looking for a way
to detect and manage your kernel configuration, have a look at [autokernel](https://github.com/oddlama/autokernel).
@ -14,48 +19,40 @@ to detect and manage your kernel configuration, have a look at [autokernel](http
## Quick start
Edit `scripts/config.sh` and execute `./install` in any live system.
This will apply the selected partitioning scheme (with confirmation), and properly
You can review the partitioning that will be applied before anything critical is done.
Afterwards, this will apply the partitioning scheme and properly
install the selected stage3 gentoo system. The new system will by default use
`vanilla-kernel-bin` as the kernel, and an initramfs generated with dracut to provide
`gentoo-kernel-bin` as the kernel, and an initramfs generated by dracut to provide
a bootable environment. The script can optionally install `sshd` and `ansible` to
allow for quick setup of the new system. So when the script finishes, you can
directly begin to deploy your specific setup.
allow for a convenient setup of the new system afterwards.
## Overview
Here is a quick overview of what this script does:
Here is a more complete overview of what this script does:
* Does everything minus something
* Partition disks (supports gpt, raid, luks)
* Download and cryptographically verify the newest stage3 tarball
* Extract the stage3 tarball
* Sync portage tree
* Configure the base system
- Set hostname
- Set timezone
- Set keymap
- Generate and select locale
- Prepare `zz-autounmask` files for portage autounmasking
* Select best gentoo portage mirrors
* Install git (so you can add your portage overlays later)
* Install `sys-kernel/vanilla-kernel-bin` (temporarily, until you replace it)
- EFI: Copy kernel to efi partition
- EFI: Create boot entry using efibootmgr (or install syslinux for BIOS boot)
- BIOS: Install syslinux
* Generate fstab
* Ask for a root password
#. Partition disks (supports gpt, raid, luks)
#. Download and cryptographically verify the newest stage3 tarball
#. Extract the stage3 tarball
#. Sync portage tree
#. Configure portage (create zz-autounmask files, configure MAKEOPTS, EMERGE_DEFAULT_OPTS)
#. Select the fastest gentoo mirrors
#. Configure the base system
#. Install git (so you can add your portage overlays later)
#. Install `sys-kernel/gentoo-kernel-bin` (until you replace it)
#. Create efibootmgr entry or install syslinux depending on whether your system uses EFI
#. Generate a basic fstab
#. Ask for a root password
Also, optionally the following will be done:
* Install sshd with secure config
* Install dhcpcd
* Install dhcpcd (only for OpenRC)
* Install ansible, create ansible user and add authorized ssh key
* Install additional packages provided in config
Anything else is probably out of scope for this script,
but you can obviously do anything later on when the system is booted.
I highly recommend building a custom kernel and maybe encrypting your
root filesystem. Have a look at the [Recommendations](#Recommendations) section.
I highly recommend building a custom kernel. Have a look at the [Recommendations](#Recommendations) section.
## Install
@ -66,11 +63,15 @@ Installing gentoo with this script is simple.
Any [Arch Linux](https://www.archlinux.org/download/) live iso works fine.
2. Clone this repository
3. Edit `scripts/config.sh`, and particularily pay attention to
the device which will be partitioned. The script will ask before partitioning,
but better be safe than sorry.
the device which will be partitioned. The script will ask for confirmation
before partitioning, but better be safe there.
4. Execute `./install`. The script will tell you if your live
system is missing any required software.
The script should be able to run without any user supervision after partitioning, but depending
on the current state of the gentoo repository you might need to intervene in case a package fails
to emerge. The critical commands will ask you what to do in case of a failure.
### Config
The config file `scripts/config.sh` allows you to adjust some parameters of the installation.
@ -80,20 +81,20 @@ to install. By default you will get the hardened nomultilib profile without syst
### (Optional) sshd
The script can provide a fully configured ssh daemon with reasonably good security settings.
It will by default run on port `2222`, only allow ed25519 keys, restrict the key exchange
It will by default only allow ed25519 keys, restrict the key exchange
algorithms, disable any password based authentication, and only allow specifically mentioned
users to use ssh service (none by default).
To add a user to the list of allowed users, append `AllowUsers myuser` to `/etc/ssh/sshd_config`.
I recommend to create a separate group for all ssh users (like `sshusers`) and
to use `AllowGroups sshusers`. You should adjust this to your preferences when
the system is installed.
The script will create a group named `sshusers`, and only users in that group will be
allowed to log in via ssh. If you have added a user for yourself, you might want
to add the user to that group. Be aware that root login is always denied.
### (Optional) Ansible
This script can install ansible, create a system user for ansible and add an ssh key of
you choice to the `.authorized_keys` file. This allows you to directly use ansible when
the new system is up to configure the rest of the system.
the new system is up to configure the rest of the system. The ansible user will be added to
the sshusers group.
### (Optional) Additional packages
@ -114,21 +115,12 @@ There are some things that you probably want to do after installing the base sys
or should consider:
* Read the news with `eselect news read`.
* Use a custom kernel (config and hardening, see [kernconf](https://github.com/oddlama/kernconf)), and remove `vanilla-kernel-bin`
* Use a custom kernel (config and hardening, see [autokernel](https://github.com/oddlama/autokernel)), and remove `gentoo-kernel-bin`
* Adjust `/etc/portage/make.conf`
- Set `CFLAGS` to `-O2 -pipe -march=native` for native builds
- Set `CPU_FLAGS_X86` using the `cpuid2cpuflags` tool
- Set `MAKEOPTS` to `-jN` with N being the amount of threads used for building
- Set `EMERGE_DEFAULT_OPTS` to `-jN` if you want parallel emerging
- Set `FEATURES="buildpkg"` if you want to build binary packages
* Use a safe umask like `umask 0077`
* Edit `/etc/ssh/sshd_config`, change the port if you want and create a `sshusers` group.
* Encrypt your system using LUKS
- Remount the root fs read-only
- Use `rsync -axHAWXS --numeric-ids --info=progress2 / /path/to/backup` to safely backup the whole
system including all extended attributes.
- Encrypt partition with LUKS
- Use rsync to restore the saved system root.
## References