2.1 Installation Overview

2.1.1 Starting the Installation
2.1.2 Continuing the Installation
2.1.3 Configuring Disk Partitions
2.1.4 Selecting Software Packages
2.1.5 Performing FirstBoot Configuration Tasks

The following sections describe the major steps in installing an Oracle Linux system:

If you want to configure the system with a btrfs root file system, see Section 2.4, “Installing a System with a Btrfs root File System”.

2.1.1 Starting the Installation

To install Oracle Linux manually:

  1. Boot the system from the boot image. You might need to configure the host system's BIOS or hypervisor settings to use the boot device that you have chosen. If the system can locate the image file, the boot menu appears and displays the following options:

    Install or upgrade an existing system

    Uses the graphical installation program to install Oracle Linux provided that the system has sufficient memory and the video card is supported. Otherwise, text-based installation is selected.

    This is the default option.

    Install system with basic video driver

    Select this option if the default option results in a corrupted display screen as a result of the correct video driver not being available.

    Rescue installed system

    If you are unable to boot an installed system, this option allows you to edit partitions or configuration files to fix a variety of boot problems. Select this option if you want to configure a btrfs root file system.

    Boot from local drive

    Boots an already installed system from the hard disk.

    Memory test

    Runs the memtest86 utility that verifies the integrity of the system's RAM.

    If you press Esc the system displays the boot: prompt, which allows you to specify boot options such as the language, display resolution, interface type, installation method, and network settings. For example, the following line would specify text-based rather than graphical installation:

    boot: linux text

    For more information, see Section 2.2, “Installation Boot Options”.

    If you select to install the system and the installer locates the installation media, the Media Test window appears.

  2. Click OK to test the installation media or Skip to skip the testing.

    The Logo window appears next.

  3. Click Next to display the Language Selection screen. (In text mode, press F12 instead.)

  4. Select the language to use for the installation. The selected language becomes the default language for the system.

    Note

    After the installation is complete, you can use the graphical system-config-language command to change the default language, or you can edit the settings in /etc/sysconfig/i18n and reboot the system.

    Click Next to display the Keyboard Selection screen.

  5. Select the keyboard to use for the installation.

    Note

    After the installation is complete, you can use the graphical system-config-keyboard command to change the keyboard type, or you can edit the settings in /etc/sysconfig/keyboard and reboot the system.

    If you booted the system using a full installation image, click Next to display the Storage Devices Selection window. See Section 2.1.2, “Continuing the Installation”.

    If you booted the system from a boot ISO image, click Next to display the Installation Method window.

  6. Select the type of media that contains the full installation image and click OK:

    Local CD/DVD

    Insert the CD or DVD containing the full installation image, or, in the case of a virtual machine installation, make the installation image ISO available to the guest, and click OK.

    Hard drive

    In the Select Partition window, select the device and directory that contains the installation image, and click OK.

    NFS directory

    In the Configure TCP/IP window, enable one of both of IPv4 and IPv6, select how you want to configure the network settings, and click OK.

    In the NFS Setup window, enter the domain name or IP address of the NFS server, the exported path of the directory that contains the installation image, any NFS mount options that are required, and click OK.

    URL

    In the Configure TCP/IP window, enable one of both of IPv4 and IPv6, select how you want to configure the network settings, and click OK.

    In the URL Setup window, enter the URL of the installation image, configure any required HTTP proxy settings, and click OK.

    For installation from a CD, DVD or hard drive, the Media Test window appears. Click OK to test the installation media or Skip to skip the testing.

    The Storage Devices Selection window appears next.

2.1.2 Continuing the Installation

Having located the full installation media, the installation continues.

  1. In the Storage Devices Selection window, select one of the following options:

    Basic Storage Devices

    The installer automatically detects any locally attached storage devices, and displays the Storage Device Warning window that asks you to choose whether to discard or keep existing data on those devices.

    Specialized Storage Devices

    The installer displays the Storage Devices Selection window with tabs for each of the supported device types. You can select the devices on which to install the operating system in addition to any drives that the system should mount automatically. To configure iSCSI or FCoE connections, click Add Advanced Target. You can filter storage devices by WWID or by a combination of port, target, and LUN.

    Click Next to display the Set Hostname window.

  2. Enter the host name of the system as either as a single name or as a fully-qualified domain name (FQDN), for example, host01.mydom.com. If you use the Dynamic Host Configuration Protocol (DHCP) to provide network settings, enter a single name and allow DHCP to assign the domain name.

    Note

    The following procedure in this step assumes that your system is connected to a wired IPv4 network.

    If you require the system to have network access during installation, click Configure Network to display the Network Connections window:

    1. Select the tab corresponding to the network interface type, for example, Wired.

    2. Select the network interface that you want to configure, for example eth0, and click Edit.

      The Editing System window appears with the following tabs:

      Wired

      Allows you to specify the MAC address and MTU for the network adapter.

      802.1x Security

      Allows you to configure 802.1X port-based network access control (PNAC) if required. You can select TLS (transport layer security), FAST (Flexible Authentication via Secure Tunneling), Tunneled TLS, or Protected EAP (Protected Extensible Authentication Protocol or PEAP) as the authentication method. To configure one of the methods, provide the identify, certification, and private key information.

      IPv4 Settings

      Allows you to configure IP settings for IPv4.

      IPv6 Settings

      Allows you to configure IP settings for IPv6.

    3. In the Editing System window, select the IPv4 Settings tab.

    4. Ensure that the Connect automatically check box is selected so that the system enables the connection at boot time.

    5. Select either Automatic (DHCP) or Manual as the method for obtaining settings.

      If you select Automatic (DHCP), enter the DCHP client ID, if required, and click Apply.

      If you select Manual, enter values for the IP address, network mask, gateway, and DNS parameters, and click Apply.

    Click Next to display the Time Zone Selection window.

  3. Select a time zone by clicking the map or selecting from the drop-down list. Choose a country and city that are in the same time zone as your system. You need to specify a time zone even if you intend to use the Network Time Protocol (NTP).

    Note

    Only deselect the System clock uses UTC check box if the system is an Oracle Linux and Microsoft Windows dual-boot environment.

    After the installation is complete, you can use the graphical system-config-date command to change the time-zone setting, or you can copy a timezone file from the /usr/share/zoneinfo directory hierarchy over the existing /etc/localtime file. To enable or disable System clock uses UTC, set the third line of /etc/adjtime to UTC or LOCAL respectively.

    Click Next to display the Set Root Password window.

  4. Enter the root password in the Root Password and Confirm text fields, and click Next to display the Disk Partitioning window.

    Note

    The installer's password checking algorithm displays a warning if the password is weak. You can choose to override the warning.

2.1.3 Configuring Disk Partitions

The Disk Partitioning window displays the following options:

Use All Space

Removes all existing partitions and data. If you select this option, the installer creates the following default layout on the installation disk:

  • A 500 MB partition for an ext4 file system that contains /boot.

  • A partition in the remaining disk space configured an LVM physical volume for an LVM volume group that contains:

    • A logical volume for an ext4 file system that contains the root file system (/).

    • A logical volume for an ext4 file system that contains the /home file system (provided that the disk is larger than 50 GB).

    • A logical volume for a swap partition.

Replace Existing Linux System(s)

Removes any Linux partitions created by a previous Linux installation, and preserve any other partitions that contain data.

Shrink Current System

Resizes the existing partitions and create a default partition layout for Oracle Linux in the recovered space.

Use Free Space

Preserves any existing partitions and install Oracle Linux in the unused space.

The Disk Partitioning window also displays the following buttons:

Encrypt system

Allows you to choose to encrypt disk partitions other than the partition that contains /boot. You are prompted to enter a passphrase for the encryption.

Review and modify partitioning layout

Allows you to configure disk partitioning manually.

To configure the disk partitions for a system:

  1. In the Disk Partitioning window, select the disk partitioning option that you require and click Next.

    If the installer detects that the system has more than one storage device, the Storage Devices window appears.

    To choose the devices on which you want to install Oracle Linux:

    1. Select the devices from the Data Storage Devices list and click the right arrow to move them to the Install Target Devices list.

    2. From the devices in the Install Target Devices list, select the boot device by clicking the radio button next to the device.

    Click Next to save your changes and continue.

    If you selected Review and modify partitioning layout, the Partition Layout window appears. You can select one or more of the displayed storage objects (hard drives, partitions, software RAID partitions or devices, or LVM volume groups or logical volumes), and click Create, Edit, or Delete buttons to modify the layout.

  2. To add a storage object:

    1. Select the storage object or objects for which you want to add a storage object and click Create.

      The Create Storage dialog appears, and, depending on the context of the selected storage object or objects, you can choose to add one of the following storage objects:

      Standard Partition

      Specifies a standard disk partition.

      RAID Partition

      Specifies a standard disk partition that will form part of a software RAID device.

      RAID Device

      Specifies a RAID device configured over two or more RAID partitions.

      LVM Volume Group

      Specifies a volume group configured from one or more physical volumes.

      LVM Logical Volume

      Specifies a logical volume group configured within a volume group.

      LVM Physical Volume

      Specifies a physical volume within a disk partition.

    2. Select the type of storage object that you require and click Create.

      The Add Partition dialog appears. For standard partitions, RAID devices, and LVM logical volumes, you can configure the following settings:

      Mount Point

      Specifies the mount point for the file system. You can enter the mount point or select it from the drop-down list (for example: /, /boot, or /home). For a swap partition, do not enter a value.

      File System Type

      Specifies the file system type: ext2, ext3, ext4, LVM, RAID, swap, or vfat. From Oracle Linux 6 Update 3, the UEK R2 Boot ISO allows you to configure a btrfs file system. See Section 2.4, “Installing a System with a Btrfs root File System”.

      Allowable Drives

      Allows you to specify the devices to use for the file system.

      Size (MB)

      Specifies the size in megabytes of the partition.

      Additional Size Options

      Allows you to choose to keep the partition at a fixed size, to permit the partition to grow up to a designated size, or to use all remaining space on the device for the partition.

      Force to be a primary partition

      Specifies if the partition must be one of the first four partitions on the hard drive rather than a logical partition within an extended partition. This option applies only to hard disks with a traditional master boot record (MBR). It does not apply to disks with a GUID Partition Table (GPT), software RAID partitions, or LVM partitions.

      Encrypt

      Specifies if the underlying block device is Linux Unified Key Setup (LUKS) encrypted. If encrypted, you cannot access data on the partition without entering a passphrase.

      Note

      The file system that contains /boot cannot be encrypted.

    The Edit, or Delete buttons allow you to modify or delete the settings for storage objects.

    If necessary, click Reset to undo your changes.

    Click Next to save your changes.

  3. If you are warned that pre-existing devices are going to be formatted, potentially destroying any existing data, click Format to continue.

  4. If you are warned that data on deleted or reformatted partitions will be lost, click Write changes to disk to continue.

    The Boot Loader Selection window appears. The boot loader runs when the system starts and loads the kernel, without the need for boot media. Oracle Linux uses the GRand Unified Bootloader (GRUB), which is installed by default in the MBR of the disk that contains /boot.

  5. If required, click Change Device to select a different location for the boot loader. Only deselect the Install boot loader on ... check box if you intend to boot the system from a boot loader on a removable device.

  6. If you require the boot loader to be password protected, select the Use a boot loader password check box, and click Change password to set the password.

    A boot loader password is recommended to enhance system security for systems that are located outside a secure data center. Without a boot loader password enabled, users can use kernel boot options to give them root access to the system without providing the root password. However, with a boot loader password enabled, the system cannot reboot automatically without human intervention.

    Oracle Linux attempts to detect existing operating systems on the hard disk and configures GRUB to boot them. If necessary, click Add to configure operating systems in GRUB manually. Each operating system becomes a bootable entry in the GRUB configuration file.

    Click Next to save your changes and display the Software Package Selection.

2.1.4 Selecting Software Packages

The Software Package Selection window allows you to select the software packages that you want to install on the system.

To select the software packages for installation on a system:

  1. In the Software Package Selection window, select from one of the following sets of software:

    Basic Server

    Installs a default software set for a basic server configuration.

    Database Server

    Installs the MySQL and PostgreSQL databases.

    Note

    This selection not install the Oracle Database (RDBMS) nor it does not prepare the system for installing the Oracle Database. You can use the Oracle RDBMS Server Pre-Install RPM to perform preinstallation configuration tasks for Oracle Database.

    Web Server

    Installs the Apache web server.

    Enterprise Identity Server Base

    Installs OpenLDAP and the System Security Services Daemon (SSSD).

    Virtual Host

    Installs KVM and Virtual Machine Manager tools.

    Desktop

    Installs OpenOffice, the graphical user environment and tools, and multimedia applications.

    Software Development Workstation

    Installs compiler and other software development tools.

    Minimal

    Installs only a minimal set of packages that are required to run Oracle Linux. This set does not include many administration tools that you might normally use, such as wget or unzip.

    Note

    Only the Desktop software set installs a graphical user environment by default.

    You can choose to install the packages from the Oracle Linux Server and the UEK2 kernel repo software repositories on locally accessible media, or you can click Add additional software repositories to specify alternative or additional repositories such as the channels that are available on Oracle Public Yum for your system's architecture (i386 or x86_64).

    For example, the Oracle Linux 6 latest channels on Oracle Public Yum for the x86_64 architecture are available at:

    • http://public-yum.oracle.com/repo/OracleLinux/OL6/latest/x86_64/

    • http://public-yum.oracle.com/repo/OracleLinux/OL6/UEK/latest/x86_64/

    Note

    The name that you assign to a repository is arbitrary. You do not have to use the repository's real name.

    If necessary, configure the details for your organization's proxy server that acts as an intermediary for Internet access.

    Any repositories that you define are added to the list with the names that you assigned to them and enabled for use.

    The High Availability, Load Balancer, Resilient Storage, and Scalable Filesystem Supportrepositories are not supported in Oracle Linux 6. The standard Red Hat Enterprise Linux 6 distribution does not contain these packages, which Red Hat offer as separate, chargeable add-ons. Oracle provides alternative or equivalent solutions. For example, Oracle Linux support subscriptions cover Oracle Clusterware, OCFS2, and XFS support. (The Scalable Filesystem Support add-on from Red Hat provides the XFS file system packages, which Oracle distributes via Oracle Public Yum and the Unbreakable Linux Network.)

    For more information, see the footnotes at https://linux.oracle.com/supported.html.

    To customize software packages that are installed, select Customize Now and then click Next to display the Software Customization window.

  2. In the left-hand column, select a package category to display the associated package groups in the right-hand column. Select or deselect individual package groups that you want to be or not to be installed.

    Some package groups provide optional packages that provide additional functionality, but which are not required. To view any optional packages, click Optional packages.

    For example, to install the OCFS2 support package:

    1. Select Servers in the left-hand column.

    2. Select System administration tools in the right-hand column.

    3. Click Optional Packages.

    4. In the System administration tools window, select the ocfs2-tools package from the list.

    When you have finished choosing the packages that you want to install, click Next.

    The installer displays a status bar that shows the progress of the package installation along with the name of each package that is being installed.

  3. After the packages have been installed, click Reboot to reboot the system.

    If you chose to install a Basic Server, the system reboots to run level 3 without any graphics, and displays a login prompt. You can log in as root to configure the system.

    If you chose to install the Desktop packages including the X Window System, the system reboots to run level 5 and displays the FirstBoot window.

2.1.5 Performing FirstBoot Configuration Tasks

Note

If you are performing a Kickstart install, Firstboot does not run unless the Kickstart configuration installs the Desktop packages including the X Window System, enables graphical installation, and configures a non-administrative user. See Chapter 3, Installing Oracle Linux Using Kickstart.

FirstBoot runs only after an initial installation and guides you through the various remaining configuration tasks.

  1. Click Forward to display the License Information window.

  2. Select Yes, I agree to the license agreement, and click Forward to display the Set Up Software Updates window.

  3. If your system has an active network connection, you can register your system with the Unbreakable Linux Network (ULN) and subscribe the system to software and Ksplice updates.

    Click Forward to display the Create User window.

  4. Create a non-administrative user account. If you have an existing IPA, LDAP, Kerberos, NIS, or Winbind user database, click Use Network Login to configure the system to obtain user account information from the network server. Click Advanced if you want to specify the user's home directory or user ID.

    Click Forward to display the Date and Time window.

  5. Set the current date and time. You can choose to synchronize the system's date and time from an NTP server.

    Click Forward to display the Kdump window.

  6. If required, enable the Kdump kernel crash dump mechanism and configure the amount of memory to reserve for it. If your system crashes, Kdump captures information that assists in determining the cause of the crash.

    Click Finish to complete FirstBoot configuration and display the graphical login screen.