FreeBSD Handbook

The FreeBSD Documentation Project

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Abstract

Welcome to FreeBSD! This handbook covers the installation and day to day use of FreeBSD 12.2-RELEASE, FreeBSD 12.1-RELEASE and FreeBSD 11.4-RELEASE. This book is the result of ongoing work by many individuals. Some sections might be outdated. Those interested in helping to update and expand this document should send email to the FreeBSD documentation project mailing list.

The latest version of this book is available from the FreeBSD web site. Previous versions can be obtained from https://docs.FreeBSD.org/doc/. The book can be downloaded in a variety of formats and compression options from the FreeBSD FTP server or one of the numerous mirror sites. Printed copies can be purchased at the FreeBSD Mall. Searches can be performed on the handbook and other documents on the search page.


Table of Contents

Preface

Intended Audience

The FreeBSD newcomer will find that the first section of this book guides the user through the FreeBSD installation process and gently introduces the concepts and conventions that underpin UNIX®. Working through this section requires little more than the desire to explore, and the ability to take on board new concepts as they are introduced.

Once you have traveled this far, the second, far larger, section of the Handbook is a comprehensive reference to all manner of topics of interest to FreeBSD system administrators. Some of these chapters may recommend that you do some prior reading, and this is noted in the synopsis at the beginning of each chapter.

For a list of additional sources of information, please see Bibliography.

Changes from the Third Edition

The current online version of the Handbook represents the cumulative effort of many hundreds of contributors over the past 10 years. The following are some of the significant changes since the two volume third edition was published in 2004:

  • WINE has been added with information about how to run Windows® applications on FreeBSD.</para>

  • DTrace has been added with information about the powerful DTrace performance analysis tool.

  • Other File Systems has been added with information about non-native file systems in FreeBSD, such as ZFS from Sun™.

  • Security Event Auditing has been added to cover the new auditing capabilities in FreeBSD and explain its use.

  • Virtualization has been added with information about installing FreeBSD on virtualization software.

  • Installing FreeBSD has been added to cover installation of FreeBSD using the new installation utility, bsdinstall.

Changes from the Second Edition (2004)

The third edition was the culmination of over two years of work by the dedicated members of the FreeBSD Documentation Project. The printed edition grew to such a size that it was necessary to publish as two separate volumes. The following are the major changes in this new edition:

  • Configuration and Tuning has been expanded with new information about the ACPI power and resource management, the cron system utility, and more kernel tuning options.

  • Security has been expanded with new information about virtual private networks (VPNs), file system access control lists (ACLs), and security advisories.

  • Mandatory Access Control is a new chapter with this edition. It explains what MAC is and how this mechanism can be used to secure a FreeBSD system.

  • Storage has been expanded with new information about USB storage devices, file system snapshots, file system quotas, file and network backed filesystems, and encrypted disk partitions.

  • A troubleshooting section has been added to PPP.

  • Electronic Mail has been expanded with new information about using alternative transport agents, SMTP authentication, UUCP, fetchmail, procmail, and other advanced topics.

  • Network Servers is all new with this edition. This chapter includes information about setting up the Apache HTTP Server, ftpd, and setting up a server for Microsoft® Windows® clients with Samba. Some sections from Advanced Networking were moved here to improve the presentation.

  • Advanced Networking has been expanded with new information about using Bluetooth® devices with FreeBSD, setting up wireless networks, and Asynchronous Transfer Mode (ATM) networking.

  • A glossary has been added to provide a central location for the definitions of technical terms used throughout the book.

  • A number of aesthetic improvements have been made to the tables and figures throughout the book.

Changes from the First Edition (2001)

The second edition was the culmination of over two years of work by the dedicated members of the FreeBSD Documentation Project. The following were the major changes in this edition:

  • A complete Index has been added.

  • All ASCII figures have been replaced by graphical diagrams.

  • A standard synopsis has been added to each chapter to give a quick summary of what information the chapter contains, and what the reader is expected to know.

  • The content has been logically reorganized into three parts: "Getting Started", "System Administration", and "Appendices".

  • FreeBSD Basics has been expanded to contain additional information about processes, daemons, and signals.

  • Installing Applications: Packages and Ports has been expanded to contain additional information about binary package management.

  • The X Window System has been completely rewritten with an emphasis on using modern desktop technologies such as KDE and GNOME on XFree86™ 4.X.

  • The FreeBSD Booting Process has been expanded.

  • Storage has been written from what used to be two separate chapters on "Disks" and "Backups". We feel that the topics are easier to comprehend when presented as a single chapter. A section on RAID (both hardware and software) has also been added.

  • Serial Communications has been completely reorganized and updated for FreeBSD 4.X/5.X.

  • PPP has been substantially updated.

  • Many new sections have been added to Advanced Networking.

  • Electronic Mail has been expanded to include more information about configuring sendmail.

  • Linux® Binary Compatibility has been expanded to include information about installing Oracle® and SAP® R/3®.

  • The following new topics are covered in this second edition:

Organization of This Book

This book is split into five logically distinct sections. The first section, Getting Started, covers the installation and basic usage of FreeBSD. It is expected that the reader will follow these chapters in sequence, possibly skipping chapters covering familiar topics. The second section, Common Tasks, covers some frequently used features of FreeBSD. This section, and all subsequent sections, can be read out of order. Each chapter begins with a succinct synopsis that describes what the chapter covers and what the reader is expected to already know. This is meant to allow the casual reader to skip around to find chapters of interest. The third section, System Administration, covers administration topics. The fourth section, Network Communication, covers networking and server topics. The fifth section contains appendices of reference information.

Introduction

Introduces FreeBSD to a new user. It describes the history of the FreeBSD Project, its goals and development model.

Installing FreeBSD

Walks a user through the entire installation process of FreeBSD 9.x and later using bsdinstall.

FreeBSD Basics

Covers the basic commands and functionality of the FreeBSD operating system. If you are familiar with Linux® or another flavor of UNIX® then you can probably skip this chapter.

Installing Applications: Packages and Ports

Covers the installation of third-party software with both FreeBSD’s innovative "Ports Collection" and standard binary packages.

The X Window System

Describes the X Window System in general and using X11 on FreeBSD in particular. Also describes common desktop environments such as KDE and GNOME.

Desktop Applications

Lists some common desktop applications, such as web browsers and productivity suites, and describes how to install them on FreeBSD.

Multimedia

Shows how to set up sound and video playback support for your system. Also describes some sample audio and video applications.

Configuring the FreeBSD Kernel

Explains why you might need to configure a new kernel and provides detailed instructions for configuring, building, and installing a custom kernel.

Printing

Describes managing printers on FreeBSD, including information about banner pages, printer accounting, and initial setup.

Linux® Binary Compatibility

Describes the Linux® compatibility features of FreeBSD. Also provides detailed installation instructions for many popular Linux® applications such as Oracle® and Mathematica®.

Configuration and Tuning

Describes the parameters available for system administrators to tune a FreeBSD system for optimum performance. Also describes the various configuration files used in FreeBSD and where to find them.

The FreeBSD Booting Process

Describes the FreeBSD boot process and explains how to control this process with configuration options.

Security

Describes many different tools available to help keep your FreeBSD system secure, including Kerberos, IPsec and OpenSSH.

Jails

Describes the jails framework, and the improvements of jails over the traditional chroot support of FreeBSD.

Mandatory Access Control

Explains what Mandatory Access Control (MAC) is and how this mechanism can be used to secure a FreeBSD system.

Security Event Auditing

Describes what FreeBSD Event Auditing is, how it can be installed, configured, and how audit trails can be inspected or monitored.

Storage

Describes how to manage storage media and filesystems with FreeBSD. This includes physical disks, RAID arrays, optical and tape media, memory-backed disks, and network filesystems.

GEOM: Modular Disk Transformation Framework

Describes what the GEOM framework in FreeBSD is and how to configure various supported RAID levels.

Other File Systems

Examines support of non-native file systems in FreeBSD, like the Z File System from Sun™.

Virtualization

Describes what virtualization systems offer, and how they can be used with FreeBSD.

Localization - i18n/L10n Usage and Setup

Describes how to use FreeBSD in languages other than English. Covers both system and application level localization.

Updating and Upgrading FreeBSD

Explains the differences between FreeBSD-STABLE, FreeBSD-CURRENT, and FreeBSD releases. Describes which users would benefit from tracking a development system and outlines that process. Covers the methods users may take to update their system to the latest security release.

DTrace

Describes how to configure and use the DTrace tool from Sun™ in FreeBSD. Dynamic tracing can help locate performance issues, by performing real time system analysis.

Serial Communications

Explains how to connect terminals and modems to your FreeBSD system for both dial in and dial out connections.

PPP

Describes how to use PPP to connect to remote systems with FreeBSD.

Electronic Mail

Explains the different components of an email server and dives into simple configuration topics for the most popular mail server software: sendmail.

Network Servers

Provides detailed instructions and example configuration files to set up your FreeBSD machine as a network filesystem server, domain name server, network information system server, or time synchronization server.

Firewalls

Explains the philosophy behind software-based firewalls and provides detailed information about the configuration of the different firewalls available for FreeBSD.

Advanced Networking

Describes many networking topics, including sharing an Internet connection with other computers on your LAN, advanced routing topics, wireless networking, Bluetooth®, ATM, IPv6, and much more.

Obtaining FreeBSD

Lists different sources for obtaining FreeBSD media on CDROM or DVD as well as different sites on the Internet that allow you to download and install FreeBSD.

Bibliography

This book touches on many different subjects that may leave you hungry for a more detailed explanation. The bibliography lists many excellent books that are referenced in the text.

Resources on the Internet

Describes the many forums available for FreeBSD users to post questions and engage in technical conversations about FreeBSD.

OpenPGP Keys

Lists the PGP fingerprints of several FreeBSD Developers.

Conventions used in this book

To provide a consistent and easy to read text, several conventions are followed throughout the book.

Typographic Conventions

Italic

An italic font is used for filenames, URLs, emphasized text, and the first usage of technical terms.

Monospace

A monospaced font is used for error messages, commands, environment variables, names of ports, hostnames, user names, group names, device names, variables, and code fragments.

Bold

A bold font is used for applications, commands, and keys.

User Input

Keys are shown in bold to stand out from other text. Key combinations that are meant to be typed simultaneously are shown with + between the keys, such as:

Ctrl+Alt+Del

Meaning the user should type the Ctrl, Alt, and Del keys at the same time.

Keys that are meant to be typed in sequence will be separated with commas, for example:

Ctrl+X, Ctrl+S

Would mean that the user is expected to type the Ctrl and X keys simultaneously and then to type the Ctrl and S keys simultaneously.

Examples

Examples starting with C:\> indicate a MS-DOS® command. Unless otherwise noted, these commands may be executed from a "Command Prompt" window in a modern Microsoft® Windows® environment.

C:\> tools\fdimage floppies\kern.flp A:

Examples starting with # indicate a command that must be invoked as the superuser in FreeBSD. You can login as root to type the command, or login as your normal account and use su(1) to gain superuser privileges.

# dd if=kern.flp of=/dev/fd0

Examples starting with % indicate a command that should be invoked from a normal user account. Unless otherwise noted, C-shell syntax is used for setting environment variables and other shell commands.

% top

Acknowledgments

The book you are holding represents the efforts of many hundreds of people around the world. Whether they sent in fixes for typos, or submitted complete chapters, all the contributions have been useful.

Several companies have supported the development of this document by paying authors to work on it full-time, paying for publication, etc. In particular, BSDi (subsequently acquired by Wind River Systems) paid members of the FreeBSD Documentation Project to work on improving this book full time leading up to the publication of the first printed edition in March 2000 (ISBN 1-57176-241-8). Wind River Systems then paid several additional authors to make a number of improvements to the print-output infrastructure and to add additional chapters to the text. This work culminated in the publication of the second printed edition in November 2001 (ISBN 1-57176-303-1). In 2003-2004, FreeBSD Mall, Inc, paid several contributors to improve the Handbook in preparation for the third printed edition.

Part I: Getting Started

This part of the handbook is for users and administrators who are new to FreeBSD. These chapters:

  • Introduce FreeBSD.

  • Guide readers through the installation process.

  • Teach UNIX® basics and fundamentals.

  • Show how to install the wealth of third party applications available for FreeBSD.

  • Introduce X, the UNIX® windowing system, and detail how to configure a desktop environment that makes users more productive.

The number of forward references in the text have been kept to a minimum so that this section can be read from front to back with minimal page flipping.

Chapter 1. Introduction

1.1. Synopsis

Thank you for your interest in FreeBSD! The following chapter covers various aspects of the FreeBSD Project, such as its history, goals, development model, and so on.

After reading this chapter you will know:

  • How FreeBSD relates to other computer operating systems.

  • The history of the FreeBSD Project.

  • The goals of the FreeBSD Project.

  • The basics of the FreeBSD open-source development model.

  • And of course: where the name "FreeBSD" comes from.

1.2. Welcome to FreeBSD!

FreeBSD is an Open Source, standards-compliant Unix-like operating system for x86 (both 32 and 64 bit), ARM®, AArch64, RISC-V®, MIPS®, POWER®, PowerPC®, and Sun UltraSPARC® computers. It provides all the features that are nowadays taken for granted, such as preemptive multitasking, memory protection, virtual memory, multi-user facilities, SMP support, all the Open Source development tools for different languages and frameworks, and desktop features centered around X Window System, KDE, or GNOME. Its particular strengths are:

  • Liberal Open Source license, which grants you rights to freely modify and extend its source code and incorporate it in both Open Source projects and closed products without imposing restrictions typical to copyleft licenses, as well as avoiding potential license incompatibility problems.

  • Strong TCP/IP networking - FreeBSD implements industry standard protocols with ever increasing performance and scalability. This makes it a good match in both server, and routing/firewalling roles - and indeed many companies and vendors use it precisely for that purpose.

  • Fully integrated OpenZFS support, including root-on-ZFS, ZFS Boot Environments, fault management, administrative delegation, support for jails, FreeBSD specific documentation, and system installer support.

  • Extensive security features, from the Mandatory Access Control framework to Capsicum capability and sandbox mechanisms.

  • Over 30 thousand prebuilt packages for all supported architectures, and the Ports Collection which makes it easy to build your own, customized ones.

  • Documentation - in addition to Handbook and books from different authors that cover topics ranging from system administration to kernel internals, there are also the man(1) pages, not only for userspace daemons, utilities, and configuration files, but also for kernel driver APIs (section 9) and individual drivers (section 4).

  • Simple and consistent repository structure and build system - FreeBSD uses a single repository for all of its components, both kernel and userspace. This, along with an unified and easy to customize build system and a well thought out development process makes it easy to integrate FreeBSD with build infrastructure for your own product.

  • Staying true to Unix philosophy, preferring composability instead of monolithic "all in one" daemons with hardcoded behavior.

  • Binary compatibility with Linux, which makes it possible to run many Linux binaries without the need for virtualisation.

FreeBSD is based on the 4.4BSD-Lite release from Computer Systems Research Group (CSRG) at the University of California at Berkeley, and carries on the distinguished tradition of BSD systems development. In addition to the fine work provided by CSRG, the FreeBSD Project has put in many thousands of man-hours into extending the functionality and fine-tuning the system for maximum performance and reliability in real-life load situations. FreeBSD offers performance and reliability on par with other Open Source and commercial offerings, combined with cutting-edge features not available anywhere else.

1.2.1. What Can FreeBSD Do?

The applications to which FreeBSD can be put are truly limited only by your own imagination. From software development to factory automation, inventory control to azimuth correction of remote satellite antennae; if it can be done with a commercial UNIX® product then it is more than likely that you can do it with FreeBSD too! FreeBSD also benefits significantly from literally thousands of high quality applications developed by research centers and universities around the world, often available at little to no cost.

Because the source code for FreeBSD itself is freely available, the system can also be customized to an almost unheard of degree for special applications or projects, and in ways not generally possible with operating systems from most major commercial vendors. Here is just a sampling of some of the applications in which people are currently using FreeBSD:

  • Internet Services: The robust TCP/IP networking built into FreeBSD makes it an ideal platform for a variety of Internet services such as:

    • Web servers

    • IPv4 and IPv6 routing

    • Firewalls and NAT ("IP masquerading") gateways

    • FTP servers

    • Email servers

    • And more…​

  • Education: Are you a student of computer science or a related engineering field? There is no better way of learning about operating systems, computer architecture and networking than the hands on, under the hood experience that FreeBSD can provide. A number of freely available CAD, mathematical and graphic design packages also make it highly useful to those whose primary interest in a computer is to get other work done!

  • Research: With source code for the entire system available, FreeBSD is an excellent platform for research in operating systems as well as other branches of computer science. FreeBSD’s freely available nature also makes it possible for remote groups to collaborate on ideas or shared development without having to worry about special licensing agreements or limitations on what may be discussed in open forums.

  • Networking: Need a new router? A name server (DNS)? A firewall to keep people out of your internal network? FreeBSD can easily turn that unused PC sitting in the corner into an advanced router with sophisticated packet-filtering capabilities.

  • Embedded: FreeBSD makes an excellent platform to build embedded systems upon. With support for the ARM®, MIPS® and PowerPC® platforms, coupled with a robust network stack, cutting edge features and the permissive BSD license FreeBSD makes an excellent foundation for building embedded routers, firewalls, and other devices.

  • Desktop: FreeBSD makes a fine choice for an inexpensive desktop solution using the freely available X11 server. FreeBSD offers a choice from many open-source desktop environments, including the standard GNOME and KDE graphical user interfaces. FreeBSD can even boot "diskless" from a central server, making individual workstations even cheaper and easier to administer.

  • Software Development: The basic FreeBSD system comes with a full suite of development tools including a full C/C++ compiler and debugger suite. Support for many other languages are also available through the ports and packages collection.

FreeBSD is available to download free of charge, or can be obtained on either CD-ROM or DVD. Please see Obtaining FreeBSD for more information about obtaining FreeBSD.

1.2.2. Who Uses FreeBSD?

FreeBSD has been known for its web serving capabilities - sites that run on FreeBSD include Hacker News, Netcraft, NetEase, Netflix, Sina, Sony Japan, Rambler, Yahoo!, and Yandex.

FreeBSD’s advanced features, proven security, predictable release cycle, and permissive license have led to its use as a platform for building many commercial and open source appliances, devices, and products. Many of the world’s largest IT companies use FreeBSD:

  • Apache - The Apache Software Foundation runs most of its public facing infrastructure, including possibly one of the largest SVN repositories in the world with over 1.4 million commits, on FreeBSD.

  • Apple - OS X borrows heavily from FreeBSD for the network stack, virtual file system, and many userland components. Apple iOS also contains elements borrowed from FreeBSD.

  • Cisco - IronPort network security and anti-spam appliances run a modified FreeBSD kernel.

  • Citrix - The NetScaler line of security appliances provide layer 4-7 load balancing, content caching, application firewall, secure VPN, and mobile cloud network access, along with the power of a FreeBSD shell.

  • Dell EMC Isilon - Isilon’s enterprise storage appliances are based on FreeBSD. The extremely liberal FreeBSD license allowed Isilon to integrate their intellectual property throughout the kernel and focus on building their product instead of an operating system.

  • Quest KACE - The KACE system management appliances run FreeBSD because of its reliability, scalability, and the community that supports its continued development.

  • iXsystems - The TrueNAS line of unified storage appliances is based on FreeBSD. In addition to their commercial products, iXsystems also manages development of the open source projects TrueOS and FreeNAS.

  • Juniper - The JunOS operating system that powers all Juniper networking gear (including routers, switches, security, and networking appliances) is based on FreeBSD. Juniper is one of many vendors that showcases the symbiotic relationship between the project and vendors of commercial products. Improvements generated at Juniper are upstreamed into FreeBSD to reduce the complexity of integrating new features from FreeBSD back into JunOS in the future.

  • McAfee - SecurOS, the basis of McAfee enterprise firewall products including Sidewinder is based on FreeBSD.

  • NetApp - The Data ONTAP GX line of storage appliances are based on FreeBSD. In addition, NetApp has contributed back many features, including the new BSD licensed hypervisor, bhyve.

  • Netflix - The OpenConnect appliance that Netflix uses to stream movies to its customers is based on FreeBSD. Netflix has made extensive contributions to the codebase and works to maintain a zero delta from mainline FreeBSD. Netflix OpenConnect appliances are responsible for delivering more than 32% of all Internet traffic in North America.

  • Sandvine - Sandvine uses FreeBSD as the basis of their high performance real-time network processing platforms that make up their intelligent network policy control products.

  • Sony - The PlayStation 4 gaming console runs a modified version of FreeBSD.

  • Sophos - The Sophos Email Appliance product is based on a hardened FreeBSD and scans inbound mail for spam and viruses, while also monitoring outbound mail for malware as well as the accidental loss of sensitive information.

  • Spectra Logic - The nTier line of archive grade storage appliances run FreeBSD and OpenZFS.

  • Stormshield - Stormshield Network Security appliances are based on a hardened version of FreeBSD. The BSD license allows them to integrate their own intellectual property with the system while returning a great deal of interesting development to the community.

  • The Weather Channel - The IntelliStar appliance that is installed at each local cable provider’s headend and is responsible for injecting local weather forecasts into the cable TV network’s programming runs FreeBSD.

  • Verisign - Verisign is responsible for operating the .com and .net root domain registries as well as the accompanying DNS infrastructure. They rely on a number of different network operating systems including FreeBSD to ensure there is no common point of failure in their infrastructure.

  • Voxer - Voxer powers their mobile voice messaging platform with ZFS on FreeBSD. Voxer switched from a Solaris derivative to FreeBSD because of its superior documentation, larger and more active community, and more developer friendly environment. In addition to critical features like ZFS and DTrace, FreeBSD also offers TRIM support for ZFS.

  • Fudo Security - The FUDO security appliance allows enterprises to monitor, control, record, and audit contractors and administrators who work on their systems. Based on all of the best security features of FreeBSD including ZFS, GELI, Capsicum, HAST, and auditdistd.

FreeBSD has also spawned a number of related open source projects:

  • BSD Router - A FreeBSD based replacement for large enterprise routers designed to run on standard PC hardware.

  • FreeNAS - A customized FreeBSD designed to be used as a network file server appliance. Provides a python based web interface to simplify the management of both the UFS and ZFS file systems. Includes support for NFS, SMB/CIFS, AFP, FTP, and iSCSI. Includes an extensible plugin system based on FreeBSD jails.

  • GhostBSD - is derived from FreeBSD, uses the GTK environment to provide a beautiful looks and comfortable experience on the modern BSD platform offering a natural and native UNIX® work environment.

  • mfsBSD - A toolkit for building a FreeBSD system image that runs entirely from memory.

  • NAS4Free - A file server distribution based on FreeBSD with a PHP powered web interface.

  • OPNSense - OPNsense is an open source, easy-to-use and easy-to-build FreeBSD based firewall and routing platform. OPNsense includes most of the features available in expensive commercial firewalls, and more in many cases. It brings the rich feature set of commercial offerings with the benefits of open and verifiable sources.

  • TrueOS - TrueOS is based on the legendary security and stability of FreeBSD. TrueOS follows FreeBSD-CURRENT, with the latest drivers, security updates, and packages available.

  • MidnightBSD - is a FreeBSD derived operating system developed with desktop users in mind. It includes all the software you’d expect for your daily tasks: mail, web browsing, word processing, gaming, and much more.

  • NomadBSD - is a persistent live system for USB flash drives, based on FreeBSD. Together with automatic hardware detection and setup, it is configured to be used as a desktop system that works out of the box, but can also be used for data recovery, for educational purposes, or to test FreeBSD’s hardware compatibility.

  • pfSense - A firewall distribution based on FreeBSD with a huge array of features and extensive IPv6 support.

  • ZRouter - An open source alternative firmware for embedded devices based on FreeBSD. Designed to replace the proprietary firmware on off-the-shelf routers.

A list of testimonials from companies basing their products and services on FreeBSD can be found at the FreeBSD Foundation website. Wikipedia also maintains a list of products based on FreeBSD.

1.3. About the FreeBSD Project

The following section provides some background information on the project, including a brief history, project goals, and the development model of the project.

1.3.1. A Brief History of FreeBSD

The FreeBSD Project had its genesis in the early part of 1993, partially as the brainchild of the Unofficial 386BSDPatchkit’s last 3 coordinators: Nate Williams, Rod Grimes and Jordan Hubbard.

The original goal was to produce an intermediate snapshot of 386BSD in order to fix a number of problems that the patchkit mechanism was just not capable of solving. The early working title for the project was 386BSD 0.5 or 386BSD Interim in reference of that fact.

386BSD was Bill Jolitz’s operating system, which had been up to that point suffering rather severely from almost a year’s worth of neglect. As the patchkit swelled ever more uncomfortably with each passing day, they decided to assist Bill by providing this interim "cleanup" snapshot. Those plans came to a rude halt when Bill Jolitz suddenly decided to withdraw his sanction from the project without any clear indication of what would be done instead.

The trio thought that the goal remained worthwhile, even without Bill’s support, and so they adopted the name "FreeBSD" coined by David Greenman. The initial objectives were set after consulting with the system’s current users and, once it became clear that the project was on the road to perhaps even becoming a reality, Jordan contacted Walnut Creek CDROM with an eye toward improving FreeBSD’s distribution channels for those many unfortunates without easy access to the Internet. Walnut Creek CDROM not only supported the idea of distributing FreeBSD on CD but also went so far as to provide the project with a machine to work on and a fast Internet connection. Without Walnut Creek CDROM’s almost unprecedented degree of faith in what was, at the time, a completely unknown project, it is quite unlikely that FreeBSD would have gotten as far, as fast, as it has today.

The first CD-ROM (and general net-wide) distribution was FreeBSD 1.0, released in December of 1993. This was based on the 4.3BSD-Lite ("Net/2") tape from U.C. Berkeley, with many components also provided by 386BSD and the Free Software Foundation. It was a fairly reasonable success for a first offering, and they followed it with the highly successful FreeBSD 1.1 release in May of 1994.

Around this time, some rather unexpected storm clouds formed on the horizon as Novell and U.C. Berkeley settled their long-running lawsuit over the legal status of the Berkeley Net/2 tape. A condition of that settlement was U.C. Berkeley’s concession that large parts of Net/2 were "encumbered" code and the property of Novell, who had in turn acquired it from AT&T some time previously. What Berkeley got in return was Novell’s "blessing" that the 4.4BSD-Lite release, when it was finally released, would be declared unencumbered and all existing Net/2 users would be strongly encouraged to switch. This included FreeBSD, and the project was given until the end of July 1994 to stop shipping its own Net/2 based product. Under the terms of that agreement, the project was allowed one last release before the deadline, that release being FreeBSD 1.1.5.1.

FreeBSD then set about the arduous task of literally re-inventing itself from a completely new and rather incomplete set of 4.4BSD-Lite bits. The "Lite" releases were light in part because Berkeley’s CSRG had removed large chunks of code required for actually constructing a bootable running system (due to various legal requirements) and the fact that the Intel port of 4.4 was highly incomplete. It took the project until November of 1994 to make this transition, and in December it released FreeBSD 2.0 to the world. Despite being still more than a little rough around the edges, the release was a significant success and was followed by the more robust and easier to install FreeBSD 2.0.5 release in June of 1995.

Since that time, FreeBSD has made a series of releases each time improving the stability, speed, and feature set of the previous version.

For now, long-term development projects continue to take place in the 10.X-CURRENT (trunk) branch, and snapshot releases of 10.X are continually made available from the snapshot server as work progresses.

1.3.2. FreeBSD Project Goals

The goals of the FreeBSD Project are to provide software that may be used for any purpose and without strings attached. Many of us have a significant investment in the code (and project) and would certainly not mind a little financial compensation now and then, but we are definitely not prepared to insist on it. We believe that our first and foremost "mission" is to provide code to any and all comers, and for whatever purpose, so that the code gets the widest possible use and provides the widest possible benefit. This is, I believe, one of the most fundamental goals of Free Software and one that we enthusiastically support.

That code in our source tree which falls under the GNU General Public License (GPL) or Library General Public License (LGPL) comes with slightly more strings attached, though at least on the side of enforced access rather than the usual opposite. Due to the additional complexities that can evolve in the commercial use of GPL software we do, however, prefer software submitted under the more relaxed BSD license when it is a reasonable option to do so.

1.3.3. The FreeBSD Development Model

The development of FreeBSD is a very open and flexible process, being literally built from the contributions of thousands of people around the world, as can be seen from our list of contributors. FreeBSD’s development infrastructure allow these thousands of contributors to collaborate over the Internet. We are constantly on the lookout for new developers and ideas, and those interested in becoming more closely involved with the project need simply contact us at the FreeBSD technical discussions mailing list. The FreeBSD announcements mailing list is also available to those wishing to make other FreeBSD users aware of major areas of work.

Useful things to know about the FreeBSD Project and its development process, whether working independently or in close cooperation:

The SVN repositories

For several years, the central source tree for FreeBSD was maintained by CVS (Concurrent Versions System), a freely available source code control tool. In June 2008, the Project switched to using SVN (Subversion). The switch was deemed necessary, as the technical limitations imposed by CVS were becoming obvious due to the rapid expansion of the source tree and the amount of history already stored. The Documentation Project and Ports Collection repositories also moved from CVS to SVN in May 2012 and July 2012, respectively. Please refer to the Obtaining the Source section for more information on obtaining the FreeBSD src/ repository and Using the Ports Collection for details on obtaining the FreeBSD Ports Collection.

The committers list

The committers are the people who have write access to the Subversion tree, and are authorized to make modifications to the FreeBSD source (the term "committer" comes from commit, the source control command which is used to bring new changes into the repository). Anyone can submit a bug to the Bug Database. Before submitting a bug report, the FreeBSD mailing lists, IRC channels, or forums can be used to help verify that an issue is actually a bug.

The FreeBSD core team

The FreeBSD core team would be equivalent to the board of directors if the FreeBSD Project were a company. The primary task of the core team is to make sure the project, as a whole, is in good shape and is heading in the right directions. Inviting dedicated and responsible developers to join our group of committers is one of the functions of the core team, as is the recruitment of new core team members as others move on. The current core team was elected from a pool of committer candidates in June 2020. Elections are held every 2 years.

Like most developers, most members of the core team are also volunteers when it comes to FreeBSD development and do not benefit from the project financially, so "commitment" should also not be misconstrued as meaning "guaranteed support." The "board of directors" analogy above is not very accurate, and it may be more suitable to say that these are the people who gave up their lives in favor of FreeBSD against their better judgement!

Outside contributors

Last, but definitely not least, the largest group of developers are the users themselves who provide feedback and bug fixes to us on an almost constant basis. The primary way of keeping in touch with FreeBSD’s more non-centralized development is to subscribe to the FreeBSD technical discussions mailing list where such things are discussed. See Resources on the Internet for more information about the various FreeBSD mailing lists.

The FreeBSD Contributors List is a long and growing one, so why not join it by contributing something back to FreeBSD today?

Providing code is not the only way of contributing to the project; for a more complete list of things that need doing, please refer to the FreeBSD Project web site.

In summary, our development model is organized as a loose set of concentric circles. The centralized model is designed for the convenience of the users of FreeBSD, who are provided with an easy way of tracking one central code base, not to keep potential contributors out! Our desire is to present a stable operating system with a large set of coherent application programs that the users can easily install and use - this model works very well in accomplishing that.

All we ask of those who would join us as FreeBSD developers is some of the same dedication its current people have to its continued success!

1.3.4. Third Party Programs

In addition to the base distributions, FreeBSD offers a ported software collection with thousands of commonly sought-after programs. At the time of this writing, there were over 36000 ports! The list of ports ranges from http servers, to games, languages, editors, and almost everything in between. The entire Ports Collection requires approximately 500 MB. To compile a port, you simply change to the directory of the program you wish to install, type make install, and let the system do the rest. The full original distribution for each port you build is retrieved dynamically so you need only enough disk space to build the ports you want. Almost every port is also provided as a pre-compiled "package", which can be installed with a simple command (pkg install) by those who do not wish to compile their own ports from source. More information on packages and ports can be found in Installing Applications: Packages and Ports.

1.3.5. Additional Documentation

All supported FreeBSD versions provide an option in the installer to install additional documentation under /usr/local/shared/doc/freebsd during the initial system setup. Documentation may also be installed at any later time using packages as described in “Updating Documentation from Ports”. You may view the locally installed manuals with any HTML capable browser using the following URLs:

You can also view the master (and most frequently updated) copies at https://www.FreeBSD.org/.

Chapter 2. Installing FreeBSD

2.1. Synopsis

There are several different ways of getting FreeBSD to run, depending on the environment. Those are:

  • Virtual Machine images, to download and import on a virtual environment of choice. These can be downloaded from the Download FreeBSD page. There are images for KVM ("qcow2"), VMWare ("vmdk"), Hyper-V ("vhd"), and raw device images that are universally supported. These are not installation images, but rather the preconfigured ("already installed") instances, ready to run and perform post-installation tasks.

  • Virtual Machine images available at Amazon’s AWS Marketplace, Microsoft Azure Marketplace, and Google Cloud Platform, to run on their respective hosting services. For more information on deploying FreeBSD on Azure please consult the relevant chapter in the Azure Documentation.

  • SD card images, for embedded systems such as Raspberry Pi or BeagleBone Black. These can be downloaded from the Download FreeBSD page. These files must be uncompressed and written as a raw image to an SD card, from which the board will then boot.

  • Installation images, to install FreeBSD on a hard drive for the usual desktop, laptop, or server systems.

The rest of this chapter describes the fourth case, explaining how to install FreeBSD using the text-based installation program named bsdinstall.

In general, the installation instructions in this chapter are written for the i386™ and AMD64 architectures. Where applicable, instructions specific to other platforms will be listed. There may be minor differences between the installer and what is shown here, so use this chapter as a general guide rather than as a set of literal instructions.

Users who prefer to install FreeBSD using a graphical installer may be interested in GhostBSD, MidnightBSD or NomadBSD.

After reading this chapter, you will know:

  • The minimum hardware requirements and FreeBSD supported architectures.

  • How to create the FreeBSD installation media.

  • How to start bsdinstall.

  • The questions bsdinstall will ask, what they mean, and how to answer them.

  • How to troubleshoot a failed installation.

  • How to access a live version of FreeBSD before committing to an installation.

Before reading this chapter, you should:

  • Read the supported hardware list that shipped with the version of FreeBSD to be installed and verify that the system’s hardware is supported.

2.2. Minimum Hardware Requirements

The hardware requirements to install FreeBSD vary by architecture. Hardware architectures and devices supported by a FreeBSD release are listed on the FreeBSD Release Information page. The FreeBSD download page also has recommendations for choosing the correct image for different architectures.

A FreeBSD installation requires a minimum of 96 MB of RAM and 1.5 GB of free hard drive space. However, such small amounts of memory and disk space are really only suitable for custom applications like embedded appliances. General-purpose desktop systems need more resources. 2-4 GB RAM and at least 8 GB hard drive space is a good starting point.

These are the processor requirements for each architecture:

amd64

This is the most common desktop and laptop processor type, used in most modern systems. Intel® calls it Intel64. Other manufacturers sometimes call it x86-64.

Examples of amd64 compatible processors include: AMD Athlon™64, AMD Opteron™, multi-core Intel® Xeon™, and Intel® Core™ 2 and later processors.

i386

Older desktops and laptops often use this 32-bit, x86 architecture.

Almost all i386-compatible processors with a floating point unit are supported. All Intel® processors 486 or higher are supported. However, binaries released by the project are compiled for the 686 processor, so a special build will be needed for 486 and 586 systems.

FreeBSD will take advantage of Physical Address Extensions (PAE) support on CPUs with this feature. A kernel with the PAE feature enabled will detect memory above 4 GB and allow it to be used by the system. However, using PAE places constraints on device drivers and other features of FreeBSD.

arm64

Most embedded boards are 64-bit ARM computers. A number of arm64 servers are supported.

arm

Older armv7 boards are supported.

powerpc

All New World ROM Apple® Mac® systems with built-in USB are supported. SMP is supported on machines with multiple CPUs.

A 32-bit kernel can only use the first 2 GB of RAM.

2.3. Pre-Installation Tasks

Once it has been determined that the system meets the minimum hardware requirements for installing FreeBSD, the installation file should be downloaded and the installation media prepared. Before doing this, check that the system is ready for an installation by verifying the items in this checklist:

  1. Back Up Important Data

    Before installing any operating system, always backup all important data first. Do not store the backup on the system being installed. Instead, save the data to a removable disk such as a USB drive, another system on the network, or an online backup service. Test the backup before starting the installation to make sure it contains all of the needed files. Once the installer formats the system’s disk, all data stored on that disk will be lost.

  2. Decide Where to Install FreeBSD

    If FreeBSD will be the only operating system installed, this step can be skipped. But if FreeBSD will share the disk with another operating system, decide which disk or partition will be used for FreeBSD.

    In the i386 and amd64 architectures, disks can be divided into multiple partitions using one of two partitioning schemes. A traditional Master Boot Record (MBR) holds a partition table defining up to four primary partitions. For historical reasons, FreeBSD calls these primary partition slices. One of these primary partitions can be made into an extended partition containing multiple logical partitions. The GUID Partition Table (GPT) is a newer and simpler method of partitioning a disk. Common GPT implementations allow up to 128 partitions per disk, eliminating the need for logical partitions.

    The FreeBSD boot loader requires either a primary or GPT partition. If all of the primary or GPT partitions are already in use, one must be freed for FreeBSD. To create a partition without deleting existing data, use a partition resizing tool to shrink an existing partition and create a new partition using the freed space.

    A variety of free and commercial partition resizing tools are listed at http://en.wikipedia.org/wiki/List_of_disk_partitioning_software. GParted Live (http://gparted.sourceforge.net/livecd.php) is a free live CD which includes the GParted partition editor. GParted is also included with many other Linux live CD distributions.

    When used properly, disk shrinking utilities can safely create space for creating a new partition. Since the possibility of selecting the wrong partition exists, always backup any important data and verify the integrity of the backup before modifying disk partitions.

    Disk partitions containing different operating systems make it possible to install multiple operating systems on one computer. An alternative is to use virtualization (Virtualization) which allows multiple operating systems to run at the same time without modifying any disk partitions.

  3. Collect Network Information

    Some FreeBSD installation methods require a network connection in order to download the installation files. After any installation, the installer will offer to setup the system’s network interfaces.

    If the network has a DHCP server, it can be used to provide automatic network configuration. If DHCP is not available, the following network information for the system must be obtained from the local network administrator or Internet service provider:

    Required Network Information

    1. IP address

    2. Subnet mask

    3. IP address of default gateway

    4. Domain name of the network

    5. IP addresses of the network’s DNS servers

  4. Check for FreeBSD Errata

    Although the FreeBSD Project strives to ensure that each release of FreeBSD is as stable as possible, bugs occasionally creep into the process. On very rare occasions those bugs affect the installation process. As these problems are discovered and fixed, they are noted in the FreeBSD Errata (https://www.freebsd.org/releases/12.1R/errata/) on the FreeBSD web site. Check the errata before installing to make sure that there are no problems that might affect the installation.

    Information and errata for all the releases can be found on the release information section of the FreeBSD web site (https://www.freebsd.org/releases/).

2.3.1. Prepare the Installation Media

The FreeBSD installer is not an application that can be run from within another operating system. Instead, download a FreeBSD installation file, burn it to the media associated with its file type and size (CD, DVD, or USB), and boot the system to install from the inserted media.

FreeBSD installation files are available at www.freebsd.org/where/. Each installation file’s name includes the release version of FreeBSD, the architecture, and the type of file. For example, to install FreeBSD 12.1 on an amd64 system from a DVD, download FreeBSD-12.1-RELEASE-amd64-dvd1.iso, burn this file to a DVD, and boot the system with the DVD inserted.

Installation files are available in several formats. The formats vary depending on computer architecture and media type.

Additional installation files are included for computers that boot with UEFI (Unified Extensible Firmware Interface). The names of these files include the string uefi.

File types:

  • -bootonly.iso: This is the smallest installation file as it only contains the installer. A working Internet connection is required during installation as the installer will download the files it needs to complete the FreeBSD installation. This file should be burned to a CD using a CD burning application.

  • -disc1.iso: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. It should be burned to a CD using a CD burning application.

  • -dvd1.iso: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. It also contains a set of popular binary packages for installing a window manager and some applications so that a complete system can be installed from media without requiring a connection to the Internet. This file should be burned to a DVD using a DVD burning application.

  • -memstick.img: This file contains all of the files needed to install FreeBSD, its source, and the Ports Collection. It should be burned to a USB stick using the instructions below.

  • -mini-memstick.img: Like -bootonly.iso, does not include installation files, but downloads them as needed. A working internet connection is required during installation. Write this file to a USB stick as shown in Writing an Image File to USB.

After downloading the image file, download CHECKSUM.SHA256 from the same directory. Calculate a checksum for the image file. FreeBSD provides sha256(1) for this, used as sha256 imagefilename. Other operating systems have similar programs.

Compare the calculated checksum with the one shown in CHECKSUM.SHA256. The checksums must match exactly. If the checksums do not match, the image file is corrupt and must be downloaded again.

2.3.1.1. Writing an Image File to USB

The *.img file is an image of the complete contents of a memory stick. It cannot be copied to the target device as a file. Several applications are available for writing the *.img to a USB stick. This section describes two of these utilities.

Before proceeding, back up any important data on the USB stick. This procedure will erase the existing data on the stick.

Procedure. Using dd to Write the Image

This example uses /dev/da0 as the target device where the image will be written. Be very careful that the correct device is used as this command will destroy the existing data on the specified target device.

  1. The command-line utility is available on BSD, Linux®, and Mac OS® systems. To burn the image using dd, insert the USB stick and determine its device name. Then, specify the name of the downloaded installation file and the device name for the USB stick. This example burns the amd64 installation image to the first USB device on an existing FreeBSD system.

    # dd if=FreeBSD-12.1-RELEASE-amd64-memstick.img of=/dev/da0 bs=1M conv=sync

    If this command fails, verify that the USB stick is not mounted and that the device name is for the disk, not a partition. Some operating systems might require this command to be run with sudo(8). The dd(1) syntax varies slightly across different platforms; for example, Mac OS® requires a lower-case bs=1m. Systems like Linux® might buffer writes. To force all writes to complete, use sync(8).

Procedure. Using Windows® to Write the Image

Be sure to give the correct drive letter as the existing data on the specified drive will be overwritten and destroyed.

  1. Obtaining Image Writer for Windows®

    Image Writer for Windows® is a free application that can correctly write an image file to a memory stick. Download it from https://sourceforge.net/projects/win32diskimager/ and extract it into a folder.

  2. Writing the Image with Image Writer

    Double-click the Win32DiskImager icon to start the program. Verify that the drive letter shown under Device is the drive with the memory stick. Click the folder icon and select the image to be written to the memory stick. Click Save to accept the image file name. Verify that everything is correct, and that no folders on the memory stick are open in other windows. When everything is ready, click Write to write the image file to the memory stick.

You are now ready to start installing FreeBSD.

2.4. Starting the Installation

By default, the installation will not make any changes to the disk(s) before the following message:

Your changes will now be written to disk. If you
have chosen to overwrite existing data, it will
be PERMANENTLY ERASED. Are you sure you want to
commit your changes?

The install can be exited at any time prior to this warning. If there is a concern that something is incorrectly configured, just turn the computer off before this point and no changes will be made to the system’s disks.

This section describes how to boot the system from the installation media which was prepared using the instructions in Prepare the Installation Media. When using a bootable USB stick, plug in the USB stick before turning on the computer. When booting from CD or DVD, turn on the computer and insert the media at the first opportunity. How to configure the system to boot from the inserted media depends upon the architecture.

2.4.1. Booting on i386™ and amd64

These architectures provide a BIOS menu for selecting the boot device. Depending upon the installation media being used, select the CD/DVD or USB device as the first boot device. Most systems also provide a key for selecting the boot device during startup without having to enter the BIOS. Typically, the key is either F10, F11, F12, or Escape.

If the computer loads the existing operating system instead of the FreeBSD installer, then either:

  1. The installation media was not inserted early enough in the boot process. Leave the media inserted and try restarting the computer.

  2. The BIOS changes were incorrect or not saved. Double-check that the right boot device is selected as the first boot device.

  3. This system is too old to support booting from the chosen media. In this case, the Plop Boot Manager (http://www.plop.at/en/bootmanagers.html) can be used to boot the system from the selected media.

2.4.2. Booting on PowerPC®

On most machines, holding C on the keyboard during boot will boot from the CD. Otherwise, hold Command+Option+O+F, or Windows+Alt+O+F on non-Apple® keyboards. At the 0 > prompt, enter

 boot cd:,\ppc\loader cd:0

2.4.3. FreeBSD Boot Menu

Once the system boots from the installation media, a menu similar to the following will be displayed:

bsdinstall newboot loader menu
Figure 1. FreeBSD Boot Loader Menu

By default, the menu will wait ten seconds for user input before booting into the FreeBSD installer or, if FreeBSD is already installed, before booting into FreeBSD. To pause the boot timer in order to review the selections, press Space. To select an option, press its highlighted number, character, or key. The following options are available.

  • Boot Multi User: This will continue the FreeBSD boot process. If the boot timer has been paused, press 1, upper- or lower-case B, or Enter.

  • Boot Single User: This mode can be used to fix an existing FreeBSD installation as described in “Single-User Mode”. Press 2 or the upper- or lower-case S to enter this mode.

  • Escape to loader prompt: This will boot the system into a repair prompt that contains a limited number of low-level commands. This prompt is described in “Stage Three”. Press 3 or Esc to boot into this prompt.

  • Reboot: Reboots the system.

  • Kernel: Loads a different kernel.

  • Configure Boot Options: Opens the menu shown in, and described under, FreeBSD Boot Options Menu.

bsdinstall boot options menu
Figure 2. FreeBSD Boot Options Menu

The boot options menu is divided into two sections. The first section can be used to either return to the main boot menu or to reset any toggled options back to their defaults.

The next section is used to toggle the available options to On or Off by pressing the option’s highlighted number or character. The system will always boot using the settings for these options until they are modified. Several options can be toggled using this menu:

  • ACPI Support: If the system hangs during boot, try toggling this option to Off.

  • Safe Mode: If the system still hangs during boot even with ACPI Support set to Off, try setting this option to On.

  • Single User: Toggle this option to On to fix an existing FreeBSD installation as described in “Single-User Mode”. Once the problem is fixed, set it back to Off.

  • Verbose: Toggle this option to On to see more detailed messages during the boot process. This can be useful when troubleshooting a piece of hardware.

After making the needed selections, press 1 or Backspace to return to the main boot menu, then press Enter to continue booting into FreeBSD. A series of boot messages will appear as FreeBSD carries out its hardware device probes and loads the installation program. Once the boot is complete, the welcome menu shown in Welcome Menu will be displayed.

bsdinstall choose mode
Figure 3. Welcome Menu

Press Enter to select the default of Install to enter the installer. The rest of this chapter describes how to use this installer. Otherwise, use the right or left arrows or the colorized letter to select the desired menu item. The Shell can be used to access a FreeBSD shell in order to use command line utilities to prepare the disks before installation. The Live CD option can be used to try out FreeBSD before installing it. The live version is described in Using the Live CD.

To review the boot messages, including the hardware device probe, press the upper- or lower-case S and then Enter to access a shell. At the shell prompt, type more /var/run/dmesg.boot and use the space bar to scroll through the messages. When finished, type exit to return to the welcome menu.

2.5. Using bsdinstall

This section shows the order of the bsdinstall menus and the type of information that will be asked before the system is installed. Use the arrow keys to highlight a menu option, then Space to select or deselect that menu item. When finished, press Enter to save the selection and move onto the next screen.

2.5.1. Selecting the Keymap Menu

Before starting the process, bsdinstall will load the keymap files as show in Keymap Loading.

bsdinstall keymap loading
Figure 4. Keymap Loading

After the keymaps have been loaded bsdinstall displays the menu shown in Keymap Selection Menu. Use the up and down arrows to select the keymap that most closely represents the mapping of the keyboard attached to the system. Press Enter to save the selection.

bsdinstall keymap 10
Figure 5. Keymap Selection Menu

Pressing Esc will exit this menu and use the default keymap. If the choice of keymap is not clear, United States of America ISO-8859-1 is also a safe option.

In addition, when selecting a different keymap, the user can try the keymap and ensure it is correct before proceeding as shown in Keymap Testing Menu.

bsdinstall keymap testing
Figure 6. Keymap Testing Menu

2.5.2. Setting the Hostname

The next bsdinstall menu is used to set the hostname for the newly installed system.

bsdinstall config hostname
Figure 7. Setting the Hostname

Type in a hostname that is unique for the network. It should be a fully-qualified hostname, such as machine3.example.com.

2.5.3. Selecting Components to Install

Next, bsdinstall will prompt to select optional components to install.

bsdinstall config components
Figure 8. Selecting Components to Install

Deciding which components to install will depend largely on the intended use of the system and the amount of disk space available. The FreeBSD kernel and userland, collectively known as the base system, are always installed. Depending on the architecture, some of these components may not appear:

  • base-dbg - Base tools like cat, ls among many others with debug symbols activated.

  • kernel-dbg - Kernel and modules with debug symbols activated.

  • lib32-dbg - Compatibility libraries for running 32-bit applications on a 64-bit version of FreeBSD with debug symbols activated.

  • lib32 - Compatibility libraries for running 32-bit applications on a 64-bit version of FreeBSD.

  • ports - The FreeBSD Ports Collection is a collection of files which automates the downloading, compiling and installation of third-party software packages. Installing Applications: Packages and Ports discusses how to use the Ports Collection.

    The installation program does not check for adequate disk space. Select this option only if sufficient hard disk space is available. The FreeBSD Ports Collection takes up about 500 MB of disk space.

  • src - The complete FreeBSD source code for both the kernel and the userland. Although not required for the majority of applications, it may be required to build device drivers, kernel modules, or some applications from the Ports Collection. It is also used for developing FreeBSD itself. The full source tree requires 1 GB of disk space and recompiling the entire FreeBSD system requires an additional 5 GB of space.

  • tests - FreeBSD Test Suite.

2.5.4. Installing from the Network

The menu shown in Installing from the Network only appears when installing from a -bootonly.iso or -mini-memstick.img as this installation media does not hold copies of the installation files. Since the installation files must be retrieved over a network connection, this menu indicates that the network interface must be configured first. If this menu is shown in any step of the process remember to follow the instructions in Configuring Network Interfaces.

bsdinstall netinstall files
Figure 9. Installing from the Network

2.6. Allocating Disk Space

The next menu is used to determine the method for allocating disk space.

bsdinstall zfs partmenu
Figure 10. Partitioning Choices

bsdinstall gives the user four methods for allocating disk space:

  • Auto (UFS) partitioning automatically sets up the disk partitions using the UFS file system.

  • Manual partitioning allows advanced users to create customized partitions from menu options.

  • Shell opens a shell prompt where advanced users can create customized partitions using command-line utilities like gpart(8), fdisk(8), and bsdlabel(8).

  • Auto (ZFS) partitioning creates a root-on-ZFS system with optional GELI encryption support for boot environments.

This section describes what to consider when laying out the disk partitions. It then demonstrates how to use the different partitioning methods.

2.6.1. Designing the Partition Layout

When laying out file systems, remember that hard drives transfer data faster from the outer tracks to the inner. Thus, smaller and heavier-accessed file systems should be closer to the outside of the drive, while larger partitions like /usr should be placed toward the inner parts of the disk. It is a good idea to create partitions in an order similar to: /, swap, /var, and /usr.

The size of the /var partition reflects the intended machine’s usage. This partition is used to hold mailboxes, log files, and printer spools. Mailboxes and log files can grow to unexpected sizes depending on the number of users and how long log files are kept. On average, most users rarely need more than about a gigabyte of free disk space in /var.

Sometimes, a lot of disk space is required in /var/tmp. When new software is installed, the packaging tools extract a temporary copy of the packages under /var/tmp. Large software packages, like Firefox or LibreOffice may be tricky to install if there is not enough disk space under /var/tmp.

The /usr partition holds many of the files which support the system, including the FreeBSD Ports Collection and system source code. At least 2 gigabytes of space is recommended for this partition.

When selecting partition sizes, keep the space requirements in mind. Running out of space in one partition while barely using another can be a hassle.

As a rule of thumb, the swap partition should be about double the size of physical memory (RAM). Systems with minimal RAM may perform better with more swap. Configuring too little swap can lead to inefficiencies in the VM page scanning code and might create issues later if more memory is added.

On larger systems with multiple SCSI disks or multiple IDE disks operating on different controllers, it is recommended that swap be configured on each drive, up to four drives. The swap partitions should be approximately the same size. The kernel can handle arbitrary sizes but internal data structures scale to 4 times the largest swap partition. Keeping the swap partitions near the same size will allow the kernel to optimally stripe swap space across disks. Large swap sizes are fine, even if swap is not used much. It might be easier to recover from a runaway program before being forced to reboot.

By properly partitioning a system, fragmentation introduced in the smaller write heavy partitions will not bleed over into the mostly read partitions. Keeping the write loaded partitions closer to the disk’s edge will increase I/O performance in the partitions where it occurs the most. While I/O performance in the larger partitions may be needed, shifting them more toward the edge of the disk will not lead to a significant performance improvement over moving /var to the edge.

2.6.2. Guided Partitioning Using UFS

When this method is selected, a menu will display the available disk(s). If multiple disks are connected, choose the one where FreeBSD is to be installed.

bsdinstall part guided disk
Figure 11. Selecting from Multiple Disks

Once the disk is selected, the next menu prompts to install to either the entire disk or to create a partition using free space. If Entire Disk is chosen, a general partition layout filling the whole disk is automatically created. Selecting Partition creates a partition layout from the unused space on the disk.

bsdinstall part entire part
Figure 12. Selecting Entire Disk or Partition

After Entire Disk is chosen bsdinstall displays a dialog indicating that the disk will be erased.

bsdinstall ufs warning
Figure 13. Confirmation

The next menu shows a list with the partition schemes types. GPT is usually the most appropriate choice for amd64 computers. Older computers that are not compatible with GPT should use MBR. The other partition schemes are generally used for uncommon or older computers. More information is available in Partitioning Schemes.

bsdinstall part manual partscheme
Figure 14. Select Partition Scheme

After the partition layout has been created, review it to ensure it meets the needs of the installation. Selecting Revert will reset the partitions to their original values and pressing Auto will recreate the automatic FreeBSD partitions. Partitions can also be manually created, modified, or deleted. When the partitioning is correct, select Finish to continue with the installation.

bsdinstall part review
Figure 15. Review Created Partitions

Once the disks are configured, the next menu provides the last chance to make changes before the selected drives are formatted. If changes need to be made, select Back to return to the main partitioning menu. Revert & Exit exits the installer without making any changes to the drive. Select Commit to start the installation process.

bsdinstall final confirmation
Figure 16. Final Confirmation

To continue with the installation process go to Fetching Distribution Files.

2.6.3. Manual Partitioning

Selecting this method opens the partition editor:

bsdinstall part manual create
Figure 17. Manually Create Partitions

Highlight the installation drive (ada0 in this example) and select Create to display a menu of available partition schemes:

bsdinstall part manual partscheme
Figure 18. Manually Create Partitions

GPT is usually the most appropriate choice for amd64 computers. Older computers that are not compatible with GPT should use MBR. The other partition schemes are generally used for uncommon or older computers.

Table 1. Partitioning Schemes
AbbreviationDescription

APM

Apple Partition Map, used by PowerPC®.

BSD

BSD label without an MBR, sometimes called dangerously dedicated mode as non-BSD disk utilities may not recognize it.

GPT

GUID Partition Table (http://en.wikipedia.org/wiki/GUID_Partition_Table).

MBR

Master Boot Record (http://en.wikipedia.org/wiki/Master_boot_record).

After the partitioning scheme has been selected and created, select Create again to create the partitions. The Tab key is used to move the cursor between fields.

bsdinstall part manual addpart
Figure 19. Manually Create Partitions

A standard FreeBSD GPT installation uses at least three partitions:

  • freebsd-boot - Holds the FreeBSD boot code.

  • freebsd-ufs - A FreeBSD UFS file system.

  • freebsd-zfs - A FreeBSD ZFS file system. More information about ZFS is available in The Z File System (ZFS).

  • freebsd-swap - FreeBSD swap space.

Refer to gpart(8) for descriptions of the available GPT partition types.

Multiple file system partitions can be created and some people prefer a traditional layout with separate partitions for /, /var, /tmp, and /usr. See Creating Traditional Split File System Partitions for an example.

The Size may be entered with common abbreviations: K for kilobytes, M for megabytes, or G for gigabytes.

Proper sector alignment provides the best performance, and making partition sizes even multiples of 4K bytes helps to ensure alignment on drives with either 512-byte or 4K-byte sectors. Generally, using partition sizes that are even multiples of 1M or 1G is the easiest way to make sure every partition starts at an even multiple of 4K. There is one exception: the freebsd-boot partition should be no larger than 512K due to current boot code limitations.

A Mountpoint is needed if the partition will contain a file system. If only a single UFS partition will be created, the mountpoint should be /.

The Label is a name by which the partition will be known. Drive names or numbers can change if the drive is connected to a different controller or port, but the partition label does not change. Referring to labels instead of drive names and partition numbers in files like /etc/fstab makes the system more tolerant to hardware changes. GPT labels appear in /dev/gpt/ when a disk is attached. Other partitioning schemes have different label capabilities and their labels appear in different directories in /dev/.

Use a unique label on every partition to avoid conflicts from identical labels. A few letters from the computer’s name, use, or location can be added to the label. For instance, use labroot or rootfslab for the UFS root partition on the computer named lab.

Example 1. Creating Traditional Split File System Partitions

For a traditional partition layout where the /, /var, /tmp, and /usr directories are separate file systems on their own partitions, create a GPT partitioning scheme, then create the partitions as shown. Partition sizes shown are typical for a 20G target disk. If more space is available on the target disk, larger swap or /var partitions may be useful. Labels shown here are prefixed with ex for "example", but readers should use other unique label values as described above.

By default, FreeBSD’s gptboot expects the first UFS partition to be the / partition.

Partition TypeSizeMountpointLabel

freebsd-boot

512K

freebsd-ufs

2G

/

exrootfs

freebsd-swap

4G

exswap

freebsd-ufs

2G

/var

exvarfs

freebsd-ufs

1G

/tmp

extmpfs

freebsd-ufs

accept the default (remainder of the disk)

/usr

exusrfs

After the custom partitions have been created, select Finish to continue with the installation and go to Fetching Distribution Files.

2.6.4. Guided Partitioning Using Root-on-ZFS

This partitioning mode only works with whole disks and will erase the contents of the entire disk. The main ZFS configuration menu offers a number of options to control the creation of the pool.

bsdinstall zfs menu
Figure 20. ZFS Partitioning Menu

Here is a summary of the options which can be used in this menu:

  • Install - Proceed with the installation with the selected options.

  • Pool Type/Disks - Allow to configure the Pool Type and the disk(s) that will constitute the pool. The automatic ZFS installer currently only supports the creation of a single top level vdev, except in stripe mode. To create more complex pools, use the instructions in Shell Mode Partitioning to create the pool.

  • Rescan Devices - Repopulate the list of available disks.

  • Disk Info - Disk Info menu can be used to inspect each disk, including its partition table and various other information such as the device model number and serial number, if available.

  • Pool Name - Establish the name of the pool. The default name is zroot.

  • Force 4K Sectors? - Force the use of 4K sectors. By default, the installer will automatically create partitions aligned to 4K boundaries and force ZFS to use 4K sectors. This is safe even with 512 byte sector disks, and has the added benefit of ensuring that pools created on 512 byte disks will be able to have 4K sector disks added in the future, either as additional storage space or as replacements for failed disks. Press the Enter key to chose to activate it or not.

  • Encrypt Disks? - Encrypting the disks allows the user to encrypt the disks using GELI. More information about disk encryption is available in “Disk Encryption with geli”. Press the Enter key to chose activate it or not.

  • Partition Scheme - Allow to choose the partition scheme. GPT is the recommended option in most cases. Press the Enter key to chose between the different options.

  • Swap Size - Establish the amount of swap space.

  • Mirror Swap? - Allows the user to mirror the swap between the disks. Be aware, enabling mirror swap will break crash dumps. Press the Enter key to activate it or not.

  • Encrypt Swap? - Allow the user the possibility to encrypt the swap. Encrypts the swap with a temporary key each time that the system boots and discards it on reboot. Press the Enter key to chose activate it or not. More information about swap encryption in “Encrypting Swap”.

Select T to configure the Pool Type and the disk(s) that will constitute the pool.

bsdinstall zfs vdev type
Figure 21. ZFS Pool Type

Here is a summary of the Pool Type which can be selected in this menu:

  • stripe - Striping provides maximum storage of all connected devices, but no redundancy. If just one disk fails the data on the pool is lost irrevocably.

  • mirror - Mirroring stores a complete copy of all data on every disk. Mirroring provides a good read performance because data is read from all disks in parallel. Write performance is slower as the data must be written to all disks in the pool. Allows all but one disk to fail. This option requires at least two disks.

  • raid10 - Striped mirrors. Provides the best performance, but the least storage. This option needs at least an even number of disks and a minimum of four disks.

  • raidz1 - Single Redundant RAID. Allow one disk to fail concurrently. This option needs at least three disks.

  • raidz2 - Double Redundant RAID. Allows two disks to fail concurrently. This option needs at least four disks.

  • raidz3 - Triple Redundant RAID. Allows three disks to fail concurrently. This option needs at least five disks.

Once a Pool Type has been selected, a list of available disks is displayed, and the user is prompted to select one or more disks to make up the pool. The configuration is then validated, to ensure enough disks are selected. If not, select <Change Selection> to return to the list of disks, or <Back> to change the Pool Type.

bsdinstall zfs disk select
Figure 22. Disk Selection
bsdinstall zfs vdev invalid
Figure 23. Invalid Selection

If one or more disks are missing from the list, or if disks were attached after the installer was started, select - Rescan Devices to repopulate the list of available disks.

bsdinstall zfs rescan devices
Figure 24. Rescan Devices

To avoid accidentally erasing the wrong disk, the - Disk Info menu can be used to inspect each disk, including its partition table and various other information such as the device model number and serial number, if available.

bsdinstall zfs disk info
Figure 25. Analyzing a Disk

Select N to configure the Pool Name. Enter the desired name then select <OK> to establish it or <Cancel> to return to the main menu and leave the default name.

bsdinstall zfs pool name
Figure 26. Pool Name

Select S to set the amount of swap. Enter the desired amount of swap and then select <OK> to establish it or <Cancel> to return to the main menu and let the default amount.

bsdinstall zfs swap amount
Figure 27. Swap Amount

Once all options have been set to the desired values, select the >>> Install option at the top of the menu. The installer then offers a last chance to cancel before the contents of the selected drives are destroyed to create the ZFS pool.

bsdinstall zfs warning
Figure 28. Last Chance

If GELI disk encryption was enabled, the installer will prompt twice for the passphrase to be used to encrypt the disks. And after that the initializing of the encryption begins.

bsdinstall zfs geli password
Figure 29. Disk Encryption Password
bsdinstall zfs init encription
Figure 30. Initializing Encryption

The installation then proceeds normally. To continue with the installation go to Fetching Distribution Files.

2.6.5. Shell Mode Partitioning

When creating advanced installations, the bsdinstall partitioning menus may not provide the level of flexibility required. Advanced users can select the Shell option from the partitioning menu in order to manually partition the drives, create the file system(s), populate /tmp/bsdinstall_etc/fstab, and mount the file systems under /mnt. Once this is done, type exit to return to bsdinstall and continue the installation.

2.7. Fetching Distribution Files

Installation time will vary depending on the distributions chosen, installation media, and speed of the computer. A series of messages will indicate the progress.

First, the installer formats the selected disk(s) and initializes the partitions. Next, in the case of a bootonly media or mini memstick, it downloads the selected components:

bsdinstall distfile fetching
Figure 31. Fetching Distribution Files

Next, the integrity of the distribution files is verified to ensure they have not been corrupted during download or misread from the installation media:

bsdinstall distfile verifying
Figure 32. Verifying Distribution Files

Finally, the verified distribution files are extracted to the disk:

bsdinstall distfile extracting
Figure 33. Extracting Distribution Files

Once all requested distribution files have been extracted, bsdinstall displays the first post-installation configuration screen. The available post-configuration options are described in the next section.

2.8. Accounts, Time Zone, Services and Hardening

2.8.1. Setting the root Password

First, the root password must be set. While entering the password, the characters being typed are not displayed on the screen. After the password has been entered, it must be entered again. This helps prevent typing errors.

bsdinstall post root passwd
Figure 34. Setting the root Password

2.8.2. Setting the Time Zone

The next series of menus are used to determine the correct local time by selecting the geographic region, country, and time zone. Setting the time zone allows the system to automatically correct for regional time changes, such as daylight savings time, and perform other time zone related functions properly.

The example shown here is for a machine located in the mainland time zone of Spain, Europe. The selections will vary according to the geographical location.

bsdinstall timezone region
Figure 35. Select a Region

The appropriate region is selected using the arrow keys and then pressing Enter.

bsdinstall timezone country
Figure 36. Select a Country

Select the appropriate country using the arrow keys and press Enter.

bsdinstall timezone zone
Figure 37. Select a Time Zone

The appropriate time zone is selected using the arrow keys and pressing Enter.

bsdinstall timezone confirm
Figure 38. Confirm Time Zone

Confirm the abbreviation for the time zone is correct.

bsdinstall timezone date
Figure 39. Select Date

The appropriate date is selected using the arrow keys and then pressing Set Date. Otherwise, the date selection can be skipped by pressing Skip.

bsdinstall timezone time
Figure 40. Select Time

The appropriate time is selected using the arrow keys and then pressing Set Time. Otherwise, the time selection can be skipped by pressing Skip.

2.8.3. Enabling Services

The next menu is used to configure which system services will be started whenever the system boots. All of these services are optional. Only start the services that are needed for the system to function.

bsdinstall config services
Figure 41. Selecting Additional Services to Enable

Here is a summary of the services which can be enabled in this menu:

  • local_unbound - Enable the DNS local unbound. It is necessary to keep in mind that this is the unbound of the base system and is only meant for use as a local caching forwarding resolver. If the objective is to set up a resolver for the entire network install dns/unbound.

  • sshd - The Secure Shell (SSH) daemon is used to remotely access a system over an encrypted connection. Only enable this service if the system should be available for remote logins.

  • moused - Enable this service if the mouse will be used from the command-line system console.

  • ntpdate - Enable the automatic clock synchronization at boot time. The functionality of this program is now available in the ntpd(8) daemon. After a suitable period of mourning, the ntpdate(8) utility will be retired.

  • ntpd - The Network Time Protocol (NTP) daemon for automatic clock synchronization. Enable this service if there is a Windows®, Kerberos, or LDAP server on the network.

  • powerd - System power control utility for power control and energy saving.

  • dumpdev - Enabling crash dumps is useful in debugging issues with the system, so users are encouraged to enable crash dumps.

2.8.4. Enabling Hardening Security Options

The next menu is used to configure which security options will be enabled. All of these options are optional. But their use is encouraged.

bsdinstall hardening
Figure 42. Selecting Hardening Security Options

Here is a summary of the options which can be enabled in this menu:

  • hide_uids - Hide processes running as other users to prevent the unprivileged users to see other running processes in execution by other users (UID) preventing information leakage.

  • hide_gids - Hide processes running as other groups to prevent the unprivileged users to see other running processes in execution by other groups (GID) preventing information leakage.

  • hide_jail - Hide processes running in jails to prevent the unprivileged users to see processes running inside the jails.

  • read_msgbuf - Disabling reading kernel message buffer for unprivileged users prevent from using dmesg(8) to view messages from the kernel’s log buffer.

  • proc_debug - Disabling process debugging facilities for unprivileged users disables a variety of unprivileged inter-process debugging services, including some procfs functionality, ptrace(), and ktrace(). Please note that this will also prevent debugging tools, for instance lldb(1), truss(1), procstat(1), as well as some built-in debugging facilities in certain scripting language like PHP, etc., from working for unprivileged users.

  • random_pid - Randomize the PID of newly created processes.

  • clear_tmp - Clean /tmp when the system starts up.

  • disable_syslogd - Disable opening syslogd network socket. By default FreeBSD runs syslogd in a secure way with -s. That prevents the daemon from listening for incoming UDP requests at port 514. With this option enabled syslogd will run with the flag -ss which prevents syslogd from opening any port. To get more information consult syslogd(8).

  • disable_sendmail - Disable the sendmail mail transport agent.

  • secure_console - When this option is enabled, the prompt requests the root password when entering single-user mode.

  • disable_ddtrace - DTrace can run in a mode that will actually affect the running kernel. Destructive actions may not be used unless they have been explicitly enabled. To enable this option when using DTrace use -w. To get more information consult dtrace(1).

2.8.5. Add Users

The next menu prompts to create at least one user account. It is recommended to login to the system using a user account rather than as root. When logged in as root, there are essentially no limits or protection on what can be done. Logging in as a normal user is safer and more secure.

Select Yes to add new users.

bsdinstall adduser1
Figure 43. Add User Accounts

Follow the prompts and input the requested information for the user account. The example shown in Enter User Information creates the asample user account.

bsdinstall adduser2
Figure 44. Enter User Information

Here is a summary of the information to input:

  • Username - The name the user will enter to log in. A common convention is to use the first letter of the first name combined with the last name, as long as each username is unique for the system. The username is case sensitive and should not contain any spaces.

  • Full name - The user’s full name. This can contain spaces and is used as a description for the user account.

  • Uid - User ID. Typically, this is left blank so the system will assign a value.

  • Login group - The user’s group. Typically this is left blank to accept the default.

  • Invite user into other groups? - Additional groups to which the user will be added as a member. If the user needs administrative access, type wheel here.

  • Login class - Typically left blank for the default.

  • Shell - Type in one of the listed values to set the interactive shell for the user. Refer to “Shells” for more information about shells.

  • Home directory - The user’s home directory. The default is usually correct.

  • Home directory permissions - Permissions on the user’s home directory. The default is usually correct.

  • Use password-based authentication? - Typically yes so that the user is prompted to input their password at login.

  • Use an empty password? - Typically no as it is insecure to have a blank password.

  • Use a random password? - Typically no so that the user can set their own password in the next prompt.

  • Enter password - The password for this user. Characters typed will not show on the screen.

  • Enter password again - The password must be typed again for verification.

  • Lock out the account after creation? - Typically no so that the user can login.

After entering everything, a summary is shown for review. If a mistake was made, enter no and try again. If everything is correct, enter yes to create the new user.

bsdinstall adduser3
Figure 45. Exit User and Group Management

If there are more users to add, answer the Add another user? question with yes. Enter no to finish adding users and continue the installation.

For more information on adding users and user management, see “Users and Basic Account Management”.

2.8.6. Final Configuration

After everything has been installed and configured, a final chance is provided to modify settings.

bsdinstall finalconfiguration
Figure 46. Final Configuration

Use this menu to make any changes or do any additional configuration before completing the installation.

After any final configuration is complete, select Exit.

bsdinstall final modification shell
Figure 47. Manual Configuration

bsdinstall will prompt if there are any additional configuration that needs to be done before rebooting into the new system. Select Yes to exit to a shell within the new system or No to proceed to the last step of the installation.

bsdinstall mainexit
Figure 48. Complete the Installation

If further configuration or special setup is needed, select Live CD to boot the install media into Live CD mode.

If the installation is complete, select Reboot to reboot the computer and start the new FreeBSD system. Do not forget to remove the FreeBSD install media or the computer may boot from it again.

As FreeBSD boots, informational messages are displayed. After the system finishes booting, a login prompt is displayed. At the login: prompt, enter the username added during the installation. Avoid logging in as root. Refer to “The Superuser Account” for instructions on how to become the superuser when administrative access is needed.

The messages that appeared during boot can be reviewed by pressing Scroll-Lock to turn on the scroll-back buffer. The PgUp, PgDn, and arrow keys can be used to scroll back through the messages. When finished, press Scroll-Lock again to unlock the display and return to the console. To review these messages once the system has been up for some time, type less /var/run/dmesg.boot from a command prompt. Press q to return to the command line after viewing.

If sshd was enabled in Selecting Additional Services to Enable, the first boot may be a bit slower as the system will generate the RSA and DSA keys. Subsequent boots will be faster. The fingerprints of the keys will be displayed, as seen in this example:

Generating public/private rsa1 key pair.
Your identification has been saved in /etc/ssh/ssh_host_key.
Your public key has been saved in /etc/ssh/ssh_host_key.pub.
The key fingerprint is:
10:a0:f5:af:93:ae:a3:1a:b2:bb:3c:35:d9:5a:b3:f3 root@machine3.example.com
The key's randomart image is:
+--[RSA1 1024]----+
|    o..          |
|   o . .         |
|  .   o          |
|       o         |
|    o   S        |
|   + + o         |
|o . + *          |
|o+ ..+ .         |
|==o..o+E         |
+-----------------+
Generating public/private dsa key pair.
Your identification has been saved in /etc/ssh/ssh_host_dsa_key.
Your public key has been saved in /etc/ssh/ssh_host_dsa_key.pub.
The key fingerprint is:
7e:1c:ce:dc:8a:3a:18:13:5b:34:b5:cf:d9:d1:47:b2 root@machine3.example.com
The key's randomart image is:
+--[ DSA 1024]----+
|       ..     . .|
|      o  .   . + |
|     . ..   . E .|
|    . .  o o . . |
|     +  S = .    |
|    +  . = o     |
|     +  . * .    |
|    . .  o .     |
|      .o. .      |
+-----------------+
Starting sshd.

Refer to OpenSSH for more information about fingerprints and SSH.

FreeBSD does not install a graphical environment by default. Refer to The X Window System for more information about installing and configuring a graphical window manager.

Proper shutdown of a FreeBSD computer helps protect data and hardware from damage. Do not turn off the power before the system has been properly shut down! If the user is a member of the wheel group, become the superuser by typing su at the command line and entering the root password. Then, type shutdown -p now and the system will shut down cleanly, and if the hardware supports it, turn itself off.

2.9. Network Interfaces

2.9.1. Configuring Network Interfaces

Next, a list of the network interfaces found on the computer is shown. Select the interface to configure.

bsdinstall configure network interface
Figure 49. Choose a Network Interface

If an Ethernet interface is selected, the installer will skip ahead to the menu shown in Choose IPv4 Networking. If a wireless network interface is chosen, the system will instead scan for wireless access points:

bsdinstall configure wireless scan
Figure 50. Scanning for Wireless Access Points

Wireless networks are identified by a Service Set Identifier (SSID), a short, unique name given to each network. SSIDs found during the scan are listed, followed by a description of the encryption types available for that network. If the desired SSID does not appear in the list, select Rescan to scan again. If the desired network still does not appear, check for problems with antenna connections or try moving the computer closer to the access point. Rescan after each change is made.

bsdinstall configure wireless accesspoints
Figure 51. Choosing a Wireless Network

Next, enter the encryption information for connecting to the selected wireless network. WPA2 encryption is strongly recommended as older encryption types, like WEP, offer little security. If the network uses WPA2, input the password, also known as the Pre-Shared Key (PSK). For security reasons, the characters typed into the input box are displayed as asterisks.

bsdinstall configure wireless wpa2setup
Figure 52. WPA2 Setup

Next, choose whether or not an IPv4 address should be configured on the Ethernet or wireless interface:

bsdinstall configure network interface ipv4
Figure 53. Choose IPv4 Networking

There are two methods of IPv4 configuration. DHCP will automatically configure the network interface correctly and should be used if the network provides a DHCP server. Otherwise, the addressing information needs to be input manually as a static configuration.

Do not enter random network information as it will not work. If a DHCP server is not available, obtain the information listed in Required Network Information from the network administrator or Internet service provider.

If a DHCP server is available, select Yes in the next menu to automatically configure the network interface. The installer will appear to pause for a minute or so as it finds the DHCP server and obtains the addressing information for the system.

bsdinstall configure network interface ipv4 dhcp
Figure 54. Choose IPv4DHCP Configuration

If a DHCP server is not available, select No and input the following addressing information in this menu:

bsdinstall configure network interface ipv4 static
Figure 55. IPv4 Static Configuration
  • IP Address - The IPv4 address assigned to this computer. The address must be unique and not already in use by another piece of equipment on the local network.

  • Subnet Mask - The subnet mask for the network.

  • Default Router - The IP address of the network’s default gateway.

The next screen will ask if the interface should be configured for IPv6. If IPv6 is available and desired, choose Yes to select it.

bsdinstall configure network interface ipv6
Figure 56. Choose IPv6 Networking

IPv6 also has two methods of configuration. StateLess Address AutoConfiguration (SLAAC) will automatically request the correct configuration information from a local router. Refer to rfc4862 for more information. Static configuration requires manual entry of network information.

If an IPv6 router is available, select Yes in the next menu to automatically configure the network interface. The installer will appear to pause for a minute or so as it finds the router and obtains the addressing information for the system.

bsdinstall configure network interface slaac
Figure 57. Choose IPv6 SLAAC Configuration

If an IPv6 router is not available, select No and input the following addressing information in this menu:

bsdinstall configure network interface ipv6 static
Figure 58. IPv6 Static Configuration
  • IPv6 Address - The IPv6 address assigned to this computer. The address must be unique and not already in use by another piece of equipment on the local network.

  • Default Router - The IPv6 address of the network’s default gateway.

The last network configuration menu is used to configure the Domain Name System (DNS) resolver, which converts hostnames to and from network addresses. If DHCP or SLAAC was used to autoconfigure the network interface, the Resolver Configuration values may already be filled in. Otherwise, enter the local network’s domain name in the Search field. DNS #1 and DNS #2 are the IPv4 and/or IPv6 addresses of the DNS servers. At least one DNS server is required.

bsdinstall configure network ipv4 dns
Figure 59. DNS Configuration

Once the interface is configured, select a mirror site that is located in the same region of the world as the computer on which FreeBSD is being installed. Files can be retrieved more quickly when the mirror is close to the target computer, reducing installation time.

bsdinstall netinstall mirrorselect
Figure 60. Choosing a Mirror

2.10. Troubleshooting

This section covers basic installation troubleshooting, such as common problems people have reported.

Check the Hardware Notes (https://www.freebsd.org/releases/) document for the version of FreeBSD to make sure the hardware is supported. If the hardware is supported and lock-ups or other problems occur, build a custom kernel using the instructions in Configuring the FreeBSD Kernel to add support for devices which are not present in the GENERIC kernel. The default kernel assumes that most hardware devices are in their factory default configuration in terms of IRQs, I/O addresses, and DMA channels. If the hardware has been reconfigured, a custom kernel configuration file can tell FreeBSD where to find things.

Some installation problems can be avoided or alleviated by updating the firmware on various hardware components, most notably the motherboard. Motherboard firmware is usually referred to as the BIOS. Most motherboard and computer manufacturers have a website for upgrades and upgrade information.

Manufacturers generally advise against upgrading the motherboard BIOS unless there is a good reason for doing so, like a critical update. The upgrade process can go wrong, leaving the BIOS incomplete and the computer inoperative.

If the system hangs while probing hardware during boot, or it behaves strangely during install, ACPI may be the culprit. FreeBSD makes extensive use of the system ACPI service on the i386 and amd64 platforms to aid in system configuration if it is detected during boot. Unfortunately, some bugs still exist in both the ACPI driver and within system motherboards and BIOS firmware. ACPI can be disabled by setting the hint.acpi.0.disabled hint in the third stage boot loader:

 set hint.acpi.0.disabled="1"

This is reset each time the system is booted, so it is necessary to add hint.acpi.0.disabled="1" to the file /boot/loader.conf. More information about the boot loader can be found in “Synopsis”.

2.11. Using the Live CD

The welcome menu of bsdinstall, shown in Welcome Menu, provides a Live CD option. This is useful for those who are still wondering whether FreeBSD is the right operating system for them and want to test some of the features before installing.

The following points should be noted before using the Live CD:

  • To gain access to the system, authentication is required. The username is root and the password is blank.

  • As the system runs directly from the installation media, performance will be significantly slower than that of a system installed on a hard disk.

  • This option only provides a command prompt and not a graphical interface.

Chapter 3. FreeBSD basics

3.1. Synopsis

This chapter covers the basic commands and functionality of the FreeBSD operating system. Much of this material is relevant for any UNIX®-like operating system. New FreeBSD users are encouraged to read through this chapter carefully.

After reading this chapter, you will know:

  • How to use and configure virtual consoles.

  • How to create and manage users and groups on FreeBSD.

  • How UNIX® file permissions and FreeBSD file flags work.

  • The default FreeBSD file system layout.

  • The FreeBSD disk organization.

  • How to mount and unmount file systems.

  • What processes, daemons, and signals are.

  • What a shell is, and how to change the default login environment.

  • How to use basic text editors.

  • What devices and device nodes are.

  • How to read manual pages for more information.

3.2. Virtual Consoles and Terminals

Unless FreeBSD has been configured to automatically start a graphical environment during startup, the system will boot into a command line login prompt, as seen in this example:

FreeBSD/amd64 (pc3.example.org) (ttyv0)

login:

The first line contains some information about the system. The amd64 indicates that the system in this example is running a 64-bit version of FreeBSD. The hostname is pc3.example.org, and ttyv0 indicates that this is the "system console". The second line is the login prompt.

Since FreeBSD is a multiuser system, it needs some way to distinguish between different users. This is accomplished by requiring every user to log into the system before gaining access to the programs on the system. Every user has a unique name "username" and a personal "password".

To log into the system console, type the username that was configured during system installation, as described in Add Users, and press Enter. Then enter the password associated with the username and press Enter. The password is not echoed for security reasons.

Once the correct password is input, the message of the day (MOTD) will be displayed followed by a command prompt. Depending upon the shell that was selected when the user was created, this prompt will be a #, $, or % character. The prompt indicates that the user is now logged into the FreeBSD system console and ready to try the available commands.

3.2.1. Virtual Consoles

While the system console can be used to interact with the system, a user working from the command line at the keyboard of a FreeBSD system will typically instead log into a virtual console. This is because system messages are configured by default to display on the system console. These messages will appear over the command or file that the user is working on, making it difficult to concentrate on the work at hand.

By default, FreeBSD is configured to provide several virtual consoles for inputting commands. Each virtual console has its own login prompt and shell and it is easy to switch between virtual consoles. This essentially provides the command line equivalent of having several windows open at the same time in a graphical environment.

The key combinations Alt+F1 through Alt+F8 have been reserved by FreeBSD for switching between virtual consoles. Use Alt+F1 to switch to the system console (ttyv0), Alt+F2 to access the first virtual console (ttyv1), Alt+F3 to access the second virtual console (ttyv2), and so on. When using Xorg as a graphical console, the combination becomes Ctrl+Alt+F1 to return to a text-based virtual console.

When switching from one console to the next, FreeBSD manages the screen output. The result is an illusion of having multiple virtual screens and keyboards that can be used to type commands for FreeBSD to run. The programs that are launched in one virtual console do not stop running when the user switches to a different virtual console.

Refer to kbdcontrol(1), vidcontrol(1), atkbd:(4), syscons(4), and vt(4) for a more technical description of the FreeBSD console and its keyboard drivers.

In FreeBSD, the number of available virtual consoles is configured in this section of /etc/ttys:

# name    getty                         type  status comments
#
ttyv0   "/usr/libexec/getty Pc"         xterm   on  secure
# Virtual terminals
ttyv1   "/usr/libexec/getty Pc"         xterm   on  secure
ttyv2   "/usr/libexec/getty Pc"         xterm   on  secure
ttyv3   "/usr/libexec/getty Pc"         xterm   on  secure
ttyv4   "/usr/libexec/getty Pc"         xterm   on  secure
ttyv5   "/usr/libexec/getty Pc"         xterm   on  secure
ttyv6   "/usr/libexec/getty Pc"         xterm   on  secure
ttyv7   "/usr/libexec/getty Pc"         xterm   on  secure
ttyv8   "/usr/X11R6/bin/xdm -nodaemon"  xterm   off secure

To disable a virtual console, put a comment symbol () at the beginning of the line representing that virtual console. For example, to reduce the number of available virtual consoles from eight to four, put a in front of the last four lines representing virtual consoles ttyv5 through ttyv8. Do not comment out the line for the system console ttyv0. Note that the last virtual console (ttyv8) is used to access the graphical environment if Xorg has been installed and configured as described in The X Window System.

For a detailed description of every column in this file and the available options for the virtual consoles, refer to ttys(5).

3.2.2. Single User Mode

The FreeBSD boot menu provides an option labelled as "Boot Single User". If this option is selected, the system will boot into a special mode known as "single user mode". This mode is typically used to repair a system that will not boot or to reset the root password when it is not known. While in single user mode, networking and other virtual consoles are not available. However, full root access to the system is available, and by default, the root password is not needed. For these reasons, physical access to the keyboard is needed to boot into this mode and determining who has physical access to the keyboard is something to consider when securing a FreeBSD system.

The settings which control single user mode are found in this section of /etc/ttys:

# name  getty                           type  status  comments
#
# If console is marked "insecure", then init will ask for the root password
# when going to single-user mode.
console none                            unknown  off  secure

By default, the status is set to secure. This assumes that who has physical access to the keyboard is either not important or it is controlled by a physical security policy. If this setting is changed to insecure, the assumption is that the environment itself is insecure because anyone can access the keyboard. When this line is changed to insecure, FreeBSD will prompt for the root password when a user selects to boot into single user mode.

Be careful when changing this setting to insecure! If the root password is forgotten, booting into single user mode is still possible, but may be difficult for someone who is not familiar with the FreeBSD booting process.

3.2.3. Changing Console Video Modes

The FreeBSD console default video mode may be adjusted to 1024x768, 1280x1024, or any other size supported by the graphics chip and monitor. To use a different video mode load the VESA module:

# kldload vesa

To determine which video modes are supported by the hardware, use vidcontrol(1). To get a list of supported video modes issue the following:

# vidcontrol -i mode

The output of this command lists the video modes that are supported by the hardware. To select a new video mode, specify the mode using vidcontrol(1) as the root user:

# vidcontrol MODE_279

If the new video mode is acceptable, it can be permanently set on boot by adding it to /etc/rc.conf:

allscreens_flags="MODE_279"

3.3. Users and Basic Account Management

FreeBSD allows multiple users to use the computer at the same time. While only one user can sit in front of the screen and use the keyboard at any one time, any number of users can log in to the system through the network. To use the system, each user should have their own user account.

This chapter describes:

  • The different types of user accounts on a FreeBSD system.

  • How to add, remove, and modify user accounts.

  • How to set limits to control the resources that users and groups are allowed to access.

  • How to create groups and add users as members of a group.

3.3.1. Account Types

Since all access to the FreeBSD system is achieved using accounts and all processes are run by users, user and account management is important.

There are three main types of accounts: system accounts, user accounts, and the superuser account.

3.3.1.1. System Accounts

System accounts are used to run services such as DNS, mail, and web servers. The reason for this is security; if all services ran as the superuser, they could act without restriction.

Examples of system accounts are daemon, operator, bind, news, and www.

Care must be taken when using the operator group, as unintended superuser-like access privileges may be granted, including but not limited to shutdown, reboot, and access to all items in /dev in the group.

nobody is the generic unprivileged system account. However, the more services that use nobody, the more files and processes that user will become associated with, and hence the more privileged that user becomes.

3.3.1.2. User Accounts

User accounts are assigned to real people and are used to log in and use the system. Every person accessing the system should have a unique user account. This allows the administrator to find out who is doing what and prevents users from clobbering the settings of other users.

Each user can set up their own environment to accommodate their use of the system, by configuring their default shell, editor, key bindings, and language settings.

Every user account on a FreeBSD system has certain information associated with it:

User name

The user name is typed at the login: prompt. Each user must have a unique user name. There are a number of rules for creating valid user names which are documented in passwd(5). It is recommended to use user names that consist of eight or fewer, all lower case characters in order to maintain backwards compatibility with applications.

Password

Each account has an associated password.

User ID (UID)

The User ID (UID) is a number used to uniquely identify the user to the FreeBSD system. Commands that allow a user name to be specified will first convert it to the UID. It is recommended to use a UID less than 65535, since higher values may cause compatibility issues with some software.

Group ID (GID)

The Group ID (GID) is a number used to uniquely identify the primary group that the user belongs to. Groups are a mechanism for controlling access to resources based on a user’s GID rather than their UID. This can significantly reduce the size of some configuration files and allows users to be members of more than one group. It is recommended to use a GID of 65535 or lower as higher GIDs may break some software.

Login class

Login classes are an extension to the group mechanism that provide additional flexibility when tailoring the system to different users. Login classes are discussed further in Configuring Login Classes.

Password change time

By default, passwords do not expire. However, password expiration can be enabled on a per-user basis, forcing some or all users to change their passwords after a certain amount of time has elapsed.

Account expiration time

By default, FreeBSD does not expire accounts. When creating accounts that need a limited lifespan, such as student accounts in a school, specify the account expiry date using pw(8). After the expiry time has elapsed, the account cannot be used to log in to the system, although the account’s directories and files will remain.

User’s full name

The user name uniquely identifies the account to FreeBSD, but does not necessarily reflect the user’s real name. Similar to a comment, this information can contain spaces, uppercase characters, and be more than 8 characters long.

Home directory

The home directory is the full path to a directory on the system. This is the user’s starting directory when the user logs in. A common convention is to put all user home directories under /home/username or /usr/home/username. Each user stores their personal files and subdirectories in their own home directory.

User shell

The shell provides the user’s default environment for interacting with the system. There are many different kinds of shells and experienced users will have their own preferences, which can be reflected in their account settings.

3.3.1.3. The Superuser Account

The superuser account, usually called root, is used to manage the system with no limitations on privileges. For this reason, it should not be used for day-to-day tasks like sending and receiving mail, general exploration of the system, or programming.

The superuser, unlike other user accounts, can operate without limits, and misuse of the superuser account may result in spectacular disasters. User accounts are unable to destroy the operating system by mistake, so it is recommended to login as a user account and to only become the superuser when a command requires extra privilege.

Always double and triple-check any commands issued as the superuser, since an extra space or missing character can mean irreparable data loss.

There are several ways to gain superuser privilege. While one can log in as root, this is highly discouraged.

Instead, use su(1) to become the superuser. If - is specified when running this command, the user will also inherit the root user’s environment. The user running this command must be in the wheel group or else the command will fail. The user must also know the password for the root user account.

In this example, the user only becomes superuser in order to run make install as this step requires superuser privilege. Once the command completes, the user types exit to leave the superuser account and return to the privilege of their user account.

Example 2. Install a Program As the Superuser
% configure
% make
% su -
Password:
# make install
# exit
%

The built-in su(1) framework works well for single systems or small networks with just one system administrator. An alternative is to install the security/sudo package or port. This software provides activity logging and allows the administrator to configure which users can run which commands as the superuser.

3.3.2. Managing Accounts

FreeBSD provides a variety of different commands to manage user accounts. The most common commands are summarized in Utilities for Managing User Accounts, followed by some examples of their usage. See the manual page for each utility for more details and usage examples.

Table 2. Utilities for Managing User Accounts
CommandSummary

adduser(8)

The recommended command-line application for adding new users.

rmuser(8)

The recommended command-line application for removing users.

chpass(1)

A flexible tool for changing user database information.

passwd(1)

The command-line tool to change user passwords.

pw(8)

A powerful and flexible tool for modifying all aspects of user accounts.

3.3.2.1. adduser

The recommended program for adding new users is adduser(8). When a new user is added, this program automatically updates /etc/passwd and /etc/group. It also creates a home directory for the new user, copies in the default configuration files from /usr/share/skel, and can optionally mail the new user a welcome message. This utility must be run as the superuser.

The adduser(8) utility is interactive and walks through the steps for creating a new user account. As seen in Adding a User on FreeBSD, either input the required information or press Return to accept the default value shown in square brackets. In this example, the user has been invited into the wheel group, allowing them to become the superuser with su(1). When finished, the utility will prompt to either create another user or to exit.

Example 3. Adding a User on FreeBSD
# adduser
Username: jru
Full name: J. Random User
Uid (Leave empty for default):
Login group [jru]:
Login group is jru. Invite jru into other groups? []: wheel
Login class [default]:
Shell (sh csh tcsh zsh nologin) [sh]: zsh
Home directory [/home/jru]:
Home directory permissions (Leave empty for default):
Use password-based authentication? [yes]:
Use an empty password? (yes/no) [no]:
Use a random password? (yes/no) [no]:
Enter password:
Enter password again:
Lock out the account after creation? [no]:
Username   : jru
Password   : ****
Full Name  : J. Random User
Uid        : 1001
Class      :
Groups     : jru wheel
Home       : /home/jru
Shell      : /usr/local/bin/zsh
Locked     : no
OK? (yes/no): yes
adduser: INFO: Successfully added (jru) to the user database.
Add another user? (yes/no): no
Goodbye!
#

Since the password is not echoed when typed, be careful to not mistype the password when creating the user account.

3.3.2.2. rmuser

To completely remove a user from the system, run rmuser(8) as the superuser. This command performs the following steps:

  1. Removes the user’s crontab(1) entry, if one exists.

  2. Removes any at(1) jobs belonging to the user.

  3. Kills all processes owned by the user.

  4. Removes the user from the system’s local password file.

  5. Optionally removes the user’s home directory, if it is owned by the user.

  6. Removes the incoming mail files belonging to the user from /var/mail.

  7. Removes all files owned by the user from temporary file storage areas such as /tmp.

  8. Finally, removes the username from all groups to which it belongs in /etc/group. If a group becomes empty and the group name is the same as the username, the group is removed. This complements the per-user unique groups created by adduser(8).

rmuser(8) cannot be used to remove superuser accounts since that is almost always an indication of massive destruction.

By default, an interactive mode is used, as shown in the following example.

Example 4. rmuser Interactive Account Removal
# rmuser jru
Matching password entry:
jru:*:1001:1001::0:0:J. Random User:/home/jru:/usr/local/bin/zsh
Is this the entry you wish to remove? y
Remove user's home directory (/home/jru)? y
Removing user (jru): mailspool home passwd.
#
3.3.2.3. chpass

Any user can use chpass(1) to change their default shell and personal information associated with their user account. The superuser can use this utility to change additional account information for any user.

When passed no options, aside from an optional username, chpass(1) displays an editor containing user information. When the user exits from the editor, the user database is updated with the new information.

This utility will prompt for the user’s password when exiting the editor, unless the utility is run as the superuser.

In Using chpass as Superuser, the superuser has typed chpass jru and is now viewing the fields that can be changed for this user. If jru runs this command instead, only the last six fields will be displayed and available for editing. This is shown in Using chpass as Regular User.

Example 5. Using chpass as Superuser
#Changing user database information for jru.
Login: jru
Password: *
Uid [#]: 1001
Gid [# or name]: 1001
Change [month day year]:
Expire [month day year]:
Class:
Home directory: /home/jru
Shell: /usr/local/bin/zsh
Full Name: J. Random User
Office Location:
Office Phone:
Home Phone:
Other information:
Example 6. Using chpass as Regular User
#Changing user database information for jru.
Shell: /usr/local/bin/zsh
Full Name: J. Random User
Office Location:
Office Phone:
Home Phone:
Other information:

The commands chfn(1) and chsh(1) are links to chpass(1), as are ypchpass(1), ypchfn(1), and ypchsh(1). Since NIS support is automatic, specifying the yp before the command is not necessary. How to configure NIS is covered in Network Servers.

3.3.2.4. passwd

Any user can easily change their password using passwd(1). To prevent accidental or unauthorized changes, this command will prompt for the user’s original password before a new password can be set:

Example 7. Changing Your Password
% passwd
Changing local password for jru.
Old password:
New password:
Retype new password:
passwd: updating the database...
passwd: done

The superuser can change any user’s password by specifying the username when running passwd(1). When this utility is run as the superuser, it will not prompt for the user’s current password. This allows the password to be changed when a user cannot remember the original password.

Example 8. Changing Another User’s Password as the Superuser
# passwd jru
Changing local password for jru.
New password:
Retype new password:
passwd: updating the database...
passwd: done

As with chpass(1), yppasswd(1) is a link to passwd(1), so NIS works with either command.

3.3.2.5. pw

The pw(8) utility can create, remove, modify, and display users and groups. It functions as a front end to the system user and group files. pw(8) has a very powerful set of command line options that make it suitable for use in shell scripts, but new users may find it more complicated than the other commands presented in this section.

3.3.3. Managing Groups

A group is a list of users. A group is identified by its group name and GID. In FreeBSD, the kernel uses the UID of a process, and the list of groups it belongs to, to determine what the process is allowed to do. Most of the time, the GID of a user or process usually means the first group in the list.

The group name to GID mapping is listed in /etc/group. This is a plain text file with four colon-delimited fields. The first field is the group name, the second is the encrypted password, the third the GID, and the fourth the comma-delimited list of members. For a more complete description of the syntax, refer to group(5).

The superuser can modify /etc/group using a text editor. Alternatively, pw(8) can be used to add and edit groups. For example, to add a group called teamtwo and then confirm that it exists:

Example 9. Adding a Group Using pw(8)
# pw groupadd teamtwo
# pw groupshow teamtwo
teamtwo:*:1100:

In this example, 1100 is the GID of teamtwo. Right now, teamtwo has no members. This command will add jru as a member of teamtwo.

Example 10. Adding User Accounts to a New Group Using pw(8)
# pw groupmod teamtwo -M jru
# pw groupshow teamtwo
teamtwo:*:1100:jru

The argument to -M is a comma-delimited list of users to be added to a new (empty) group or to replace the members of an existing group. To the user, this group membership is different from (and in addition to) the user’s primary group listed in the password file. This means that the user will not show up as a member when using groupshow with pw(8), but will show up when the information is queried via id(1) or a similar tool. When pw(8) is used to add a user to a group, it only manipulates /etc/group and does not attempt to read additional data from /etc/passwd.

Example 11. Adding a New Member to a Group Using pw(8)
# pw groupmod teamtwo -m db
# pw groupshow teamtwo
teamtwo:*:1100:jru,db

In this example, the argument to -m is a comma-delimited list of users who are to be added to the group. Unlike the previous example, these users are appended to the group and do not replace existing users in the group.

Example 12. Using id(1) to Determine Group Membership
% id jru
uid=1001(jru) gid=1001(jru) groups=1001(jru), 1100(teamtwo)

In this example, jru is a member of the groups jru and teamtwo.

For more information about this command and the format of /etc/group, refer to pw(8) and group(5).

3.4. Permissions

In FreeBSD, every file and directory has an associated set of permissions and several utilities are available for viewing and modifying these permissions. Understanding how permissions work is necessary to make sure that users are able to access the files that they need and are unable to improperly access the files used by the operating system or owned by other users.

This section discusses the traditional UNIX® permissions used in FreeBSD. For finer grained file system access control, refer to “Access Control Lists”.

In UNIX®, basic permissions are assigned using three types of access: read, write, and execute. These access types are used to determine file access to the file’s owner, group, and others (everyone else). The read, write, and execute permissions can be represented as the letters r, w, and x. They can also be represented as binary numbers as each permission is either on or off (0). When represented as a number, the order is always read as rwx, where r has an on value of 4, w has an on value of 2 and x has an on value of 1.

Table 4.1 summarizes the possible numeric and alphabetic possibilities. When reading the "Directory Listing" column, a - is used to represent a permission that is set to off.

Table 3. UNIX® Permissions
ValuePermissionDirectory Listing

0

No read, no write, no execute

---

1

No read, no write, execute

--x

2

No read, write, no execute

-w-

3

No read, write, execute

-wx

4

Read, no write, no execute

r--

5

Read, no write, execute

r-x

6

Read, write, no execute

rw-

7

Read, write, execute

rwx

Use the -l argument to ls(1) to view a long directory listing that includes a column of information about a file’s permissions for the owner, group, and everyone else. For example, an ls -l in an arbitrary directory may show:

% ls -l
total 530
-rw-r--r--  1 root  wheel     512 Sep  5 12:31 myfile
-rw-r--r--  1 root  wheel     512 Sep  5 12:31 otherfile
-rw-r--r--  1 root  wheel    7680 Sep  5 12:31 email.txt

The first (leftmost) character in the first column indicates whether this file is a regular file, a directory, a special character device, a socket, or any other special pseudo-file device. In this example, the - indicates a regular file. The next three characters, rw- in this example, give the permissions for the owner of the file. The next three characters, r--, give the permissions for the group that the file belongs to. The final three characters, r--, give the permissions for the rest of the world. A dash means that the permission is turned off. In this example, the permissions are set so the owner can read and write to the file, the group can read the file, and the rest of the world can only read the file. According to the table above, the permissions for this file would be 644, where each digit represents the three parts of the file’s permission.

How does the system control permissions on devices? FreeBSD treats most hardware devices as a file that programs can open, read, and write data to. These special device files are stored in /dev/.

Directories are also treated as files. They have read, write, and execute permissions. The executable bit for a directory has a slightly different meaning than that of files. When a directory is marked executable, it means it is possible to change into that directory using cd(1). This also means that it is possible to access the files within that directory, subject to the permissions on the files themselves.

In order to perform a directory listing, the read permission must be set on the directory. In order to delete a file that one knows the name of, it is necessary to have write and execute permissions to the directory containing the file.

There are more permission bits, but they are primarily used in special circumstances such as setuid binaries and sticky directories. For more information on file permissions and how to set them, refer to chmod(1).

3.4.1. Symbolic Permissions

Symbolic permissions use characters instead of octal values to assign permissions to files or directories. Symbolic permissions use the syntax of (who) (action) (permissions), where the following values are available:

OptionLetterRepresents

(who)

u

User

(who)

g

Group owner

(who)

o

Other

(who)

a

All ("world")

(action)

+

Adding permissions

(action)

-

Removing permissions

(action)

=

Explicitly set permissions

(permissions)

r

Read

(permissions)

w

Write

(permissions)

x

Execute

(permissions)

t

Sticky bit

(permissions)

s

Set UID or GID

These values are used with chmod(1), but with letters instead of numbers. For example, the following command would block other users from accessing FILE:

% chmod go= FILE

A comma separated list can be provided when more than one set of changes to a file must be made. For example, the following command removes the group and "world" write permission on FILE, and adds the execute permissions for everyone:

% chmod go-w,a+x FILE

3.4.2. FreeBSD File Flags

In addition to file permissions, FreeBSD supports the use of "file flags". These flags add an additional level of security and control over files, but not directories. With file flags, even root can be prevented from removing or altering files.

File flags are modified using chflags(1). For example, to enable the system undeletable flag on the file file1, issue the following command:

# chflags sunlink file1

To disable the system undeletable flag, put a "no" in front of the sunlink:

# chflags nosunlink file1

To view the flags of a file, use -lo with ls(1):

# ls -lo file1
-rw-r--r--  1 trhodes  trhodes  sunlnk 0 Mar  1 05:54 file1

Several file flags may only be added or removed by the root user. In other cases, the file owner may set its file flags. Refer to chflags(1) and chflags(2) for more information.

3.4.3. The setuid, setgid, and sticky Permissions

Other than the permissions already discussed, there are three other specific settings that all administrators should know about. They are the setuid, setgid, and sticky permissions.

These settings are important for some UNIX® operations as they provide functionality not normally granted to normal users. To understand them, the difference between the real user ID and effective user ID must be noted.

The real user ID is the UID who owns or starts the process. The effective UID is the user ID the process runs as. As an example, passwd(1) runs with the real user ID when a user changes their password. However, in order to update the password database, the command runs as the effective ID of the root user. This allows users to change their passwords without seeing a Permission Denied error.

The setuid permission may be set by prefixing a permission set with the number four (4) as shown in the following example:

# chmod 4755 suidexample.sh

The permissions on suidexample.sh now look like the following:

-rwsr-xr-x   1 trhodes  trhodes    63 Aug 29 06:36 suidexample.sh

Note that a s is now part of the permission set designated for the file owner, replacing the executable bit. This allows utilities which need elevated permissions, such as passwd(1).

The nosuid mount(8) option will cause such binaries to silently fail without alerting the user. That option is not completely reliable as a nosuid wrapper may be able to circumvent it.

To view this in real time, open two terminals. On one, type passwd as a normal user. While it waits for a new password, check the process table and look at the user information for passwd(1):

In terminal A:

Changing local password for trhodes
Old Password:

In terminal B:

# ps aux | grep passwd
trhodes  5232  0.0  0.2  3420  1608   0  R+    2:10AM   0:00.00 grep passwd
root     5211  0.0  0.2  3620  1724   2  I+    2:09AM   0:00.01 passwd

Although passwd(1) is run as a normal user, it is using the effective UID of root.

The setgid permission performs the same function as the setuid permission; except that it alters the group settings. When an application or utility executes with this setting, it will be granted the permissions based on the group that owns the file, not the user who started the process.

To set the setgid permission on a file, provide chmod(1) with a leading two (2):

# chmod 2755 sgidexample.sh

In the following listing, notice that the s is now in the field designated for the group permission settings:

-rwxr-sr-x   1 trhodes  trhodes    44 Aug 31 01:49 sgidexample.sh

In these examples, even though the shell script in question is an executable file, it will not run with a different EUID or effective user ID. This is because shell scripts may not access the setuid(2) system calls.

The setuid and setgid permission bits may lower system security, by allowing for elevated permissions. The third special permission, the sticky bit, can strengthen the security of a system.

When the sticky bit is set on a directory, it allows file deletion only by the file owner. This is useful to prevent file deletion in public directories, such as /tmp, by users who do not own the file. To utilize this permission, prefix the permission set with a one (1):

# chmod 1777 /tmp

The sticky bit permission will display as a t at the very end of the permission set:

# ls -al / | grep tmp
drwxrwxrwt  10 root  wheel         512 Aug 31 01:49 tmp

3.5. Directory Structure

The FreeBSD directory hierarchy is fundamental to obtaining an overall understanding of the system. The most important directory is root or, "/". This directory is the first one mounted at boot time and it contains the base system necessary to prepare the operating system for multi-user operation. The root directory also contains mount points for other file systems that are mounted during the transition to multi-user operation.

A mount point is a directory where additional file systems can be grafted onto a parent file system (usually the root file system). This is further described in Disk Organization. Standard mount points include /usr/, /var/, /tmp/, /mnt/, and /cdrom/. These directories are usually referenced to entries in /etc/fstab. This file is a table of various file systems and mount points and is read by the system. Most of the file systems in /etc/fstab are mounted automatically at boot time from the script rc(8) unless their entry includes noauto. Details can be found in The fstab File.

A complete description of the file system hierarchy is available in hier(7). The following table provides a brief overview of the most common directories.

DirectoryDescription

/

Root directory of the file system.

/bin/

User utilities fundamental to both single-user and multi-user environments.

/boot/

Programs and configuration files used during operating system bootstrap.

/boot/defaults/

Default boot configuration files. Refer to loader.conf(5) for details.

/dev/

Device nodes. Refer to intro(4) for details.

/etc/

System configuration files and scripts.

/etc/defaults/

Default system configuration files. Refer to rc(8) for details.

/etc/mail/

Configuration files for mail transport agents such as sendmail(8).

/etc/periodic/

Scripts that run daily, weekly, and monthly, via cron(8). Refer to periodic(8) for details.

/etc/ppp/

ppp(8) configuration files.

/mnt/

Empty directory commonly used by system administrators as a temporary mount point.

/proc/

Process file system. Refer to procfs(5), mount_procfs(8) for details.

/rescue/

Statically linked programs for emergency recovery as described in rescue(8).

/root/

Home directory for the root account.

/sbin/

System programs and administration utilities fundamental to both single-user and multi-user environments.

/tmp/

Temporary files which are usually not preserved across a system reboot. A memory-based file system is often mounted at /tmp. This can be automated using the tmpmfs-related variables of rc.conf(5) or with an entry in /etc/fstab; refer to mdmfs(8) for details.

/usr/

The majority of user utilities and applications.

/usr/bin/

Common utilities, programming tools, and applications.

/usr/include/

Standard C include files.

/usr/lib/

Archive libraries.

/usr/libdata/

Miscellaneous utility data files.

/usr/libexec/

System daemons and system utilities executed by other programs.

/usr/local/

Local executables and libraries. Also used as the default destination for the FreeBSD ports framework. Within /usr/local, the general layout sketched out by hier(7) for /usr should be used. Exceptions are the man directory, which is directly under /usr/local rather than under /usr/local/share, and the ports documentation is in share/doc/port.

/usr/obj/

Architecture-specific target tree produced by building the /usr/src tree.

/usr/ports/

The FreeBSD Ports Collection (optional).

/usr/sbin/

System daemons and system utilities executed by users.

/usr/share/

Architecture-independent files.

/usr/src/

BSD and/or local source files.

/var/

Multi-purpose log, temporary, transient, and spool files. A memory-based file system is sometimes mounted at /var. This can be automated using the varmfs-related variables in rc.conf(5) or with an entry in /etc/fstab; refer to mdmfs(8) for details.

/var/log/

Miscellaneous system log files.

/var/mail/

User mailbox files.

/var/spool/

Miscellaneous printer and mail system spooling directories.

/var/tmp/

Temporary files which are usually preserved across a system reboot, unless /var is a memory-based file system.

/var/yp/

NIS maps.

3.6. Disk Organization

The smallest unit of organization that FreeBSD uses to find files is the filename. Filenames are case-sensitive, which means that readme.txt and README.TXT are two separate files. FreeBSD does not use the extension of a file to determine whether the file is a program, document, or some other form of data.

Files are stored in directories. A directory may contain no files, or it may contain many hundreds of files. A directory can also contain other directories, allowing a hierarchy of directories within one another in order to organize data.

Files and directories are referenced by giving the file or directory name, followed by a forward slash, /, followed by any other directory names that are necessary. For example, if the directory foo contains a directory bar which contains the file readme.txt, the full name, or path, to the file is foo/bar/readme.txt. Note that this is different from Windows® which uses \ to separate file and directory names. FreeBSD does not use drive letters, or other drive names in the path. For example, one would not type c:\foo\bar\readme.txt on FreeBSD.

Directories and files are stored in a file system. Each file system contains exactly one directory at the very top level, called the root directory for that file system. This root directory can contain other directories. One file system is designated the root file system or /. Every other file system is mounted under the root file system. No matter how many disks are on the FreeBSD system, every directory appears to be part of the same disk.

Consider three file systems, called A, B, and C. Each file system has one root directory, which contains two other directories, called A1, A2 (and likewise B1, B2 and C1, C2).

Call A the root file system. If ls(1) is used to view the contents of this directory, it will show two subdirectories, A1 and A2. The directory tree looks like this:

example dir1

A file system must be mounted on to a directory in another file system. When mounting file system B on to the directory A1, the root directory of B replaces A1, and the directories in B appear accordingly:

example dir2

Any files that are in the B1 or B2 directories can be reached with the path /A1/B1 or /A1/B2 as necessary. Any files that were in /A1 have been temporarily hidden. They will reappear if B is unmounted from A.

If B had been mounted on A2 then the diagram would look like this:

example dir3

and the paths would be /A2/B1 and /A2/B2 respectively.

File systems can be mounted on top of one another. Continuing the last example, the C file system could be mounted on top of the B1 directory in the B file system, leading to this arrangement:

example dir4

Or C could be mounted directly on to the A file system, under the A1 directory:

example dir5

It is entirely possible to have one large root file system, and not need to create any others. There are some drawbacks to this approach, and one advantage.

Benefits of Multiple File Systems
  • Different file systems can have different mount options. For example, the root file system can be mounted read-only, making it impossible for users to inadvertently delete or edit a critical file. Separating user-writable file systems, such as /home, from other file systems allows them to be mounted nosuid. This option prevents the suid/guid bits on executables stored on the file system from taking effect, possibly improving security.

  • FreeBSD automatically optimizes the layout of files on a file system, depending on how the file system is being used. So a file system that contains many small files that are written frequently will have a different optimization to one that contains fewer, larger files. By having one big file system this optimization breaks down.

  • FreeBSD’s file systems are robust if power is lost. However, a power loss at a critical point could still damage the structure of the file system. By splitting data over multiple file systems it is more likely that the system will still come up, making it easier to restore from backup as necessary.

Benefit of a Single File System
  • File systems are a fixed size. If you create a file system when you install FreeBSD and give it a specific size, you may later discover that you need to make the partition bigger. This is not easily accomplished without backing up, recreating the file system with the new size, and then restoring the backed up data.

    FreeBSD features the growfs(8) command, which makes it possible to increase the size of file system on the fly, removing this limitation.

File systems are contained in partitions. This does not have the same meaning as the common usage of the term partition (for example, MS-DOS® partition), because of FreeBSD’s UNIX® heritage. Each partition is identified by a letter from a through to h. Each partition can contain only one file system, which means that file systems are often described by either their typical mount point in the file system hierarchy, or the letter of the partition they are contained in.

FreeBSD also uses disk space for swap space to provide virtual memory. This allows your computer to behave as though it has much more memory than it actually does. When FreeBSD runs out of memory, it moves some of the data that is not currently being used to the swap space, and moves it back in (moving something else out) when it needs it.

Some partitions have certain conventions associated with them.

PartitionConvention

a

Normally contains the root file system.

b

Normally contains swap space.

c

Normally the same size as the enclosing slice. This allows utilities that need to work on the entire slice, such as a bad block scanner, to work on the c partition. A file system would not normally be created on this partition.

d

Partition d used to have a special meaning associated with it, although that is now gone and d may work as any normal partition.

Disks in FreeBSD are divided into slices, referred to in Windows® as partitions, which are numbered from 1 to 4. These are then divided into partitions, which contain file systems, and are labeled using letters.

Slice numbers follow the device name, prefixed with an s, starting at 1. So "da0s1" is the first slice on the first SCSI drive. There can only be four physical slices on a disk, but there can be logical slices inside physical slices of the appropriate type. These extended slices are numbered starting at 5, so "ada0s5" is the first extended slice on the first SATA disk. These devices are used by file systems that expect to occupy a slice.

Slices, "dangerously dedicated" physical drives, and other drives contain partitions, which are represented as letters from a to h. This letter is appended to the device name, so "da0a" is the a partition on the first da drive, which is "dangerously dedicated". "ada1s3e" is the fifth partition in the third slice of the second SATA disk drive.

Finally, each disk on the system is identified. A disk name starts with a code that indicates the type of disk, and then a number, indicating which disk it is. Unlike slices, disk numbering starts at 0. Common codes are listed in Disk Device Names.

When referring to a partition, include the disk name, s, the slice number, and then the partition letter. Examples are shown in Sample Disk, Slice, and Partition Names.

Conceptual Model of a Disk shows a conceptual model of a disk layout.

When installing FreeBSD, configure the disk slices, create partitions within the slice to be used for FreeBSD, create a file system or swap space in each partition, and decide where each file system will be mounted.

Table 4. Disk Device Names
Drive TypeDrive Device Name

SATA and IDE hard drives

ada or ad

SCSI hard drives and USB storage devices

da

SATA and IDECD-ROM drives

cd or acd

SCSICD-ROM drives

cd

Floppy drives

fd

Assorted non-standard CD-ROM drives

mcd for Mitsumi CD-ROM and scd for Sony CD-ROM devices

SCSI tape drives

sa

IDE tape drives

ast

RAID drives

Examples include aacd for Adaptec® AdvancedRAID, mlxd and mlyd for Mylex®, amrd for AMI MegaRAID®, idad for Compaq Smart RAID, twed for 3ware® RAID.

Table 5. Sample Disk, Slice, and Partition Names
NameMeaning

ada0s1a

The first partition (a) on the first slice (s1) on the first SATA disk (ada0).

da1s2e

The fifth partition (e) on the second slice (s2) on the second SCSI disk (da1).

Example 13. Conceptual Model of a Disk

This diagram shows FreeBSD’s view of the first SATA disk attached to the system. Assume that the disk is 250 GB in size, and contains an 80 GB slice and a 170 GB slice (MS-DOS® partitions). The first slice contains a Windows® NTFS file system, C:, and the second slice contains a FreeBSD installation. This example FreeBSD installation has four data partitions and a swap partition.

The four partitions each hold a file system. Partition a is used for the root file system, d for /var/, e for /tmp/, and f for /usr/. Partition letter c refers to the entire slice, and so is not used for ordinary partitions.

disk layout

3.7. Mounting and Unmounting File Systems

The file system is best visualized as a tree, rooted, as it were, at /. /dev, /usr, and the other directories in the root directory are branches, which may have their own branches, such as /usr/local, and so on.

There are various reasons to house some of these directories on separate file systems. /var contains the directories log/, spool/, and various types of temporary files, and as such, may get filled up. Filling up the root file system is not a good idea, so splitting /var from / is often favorable.

Another common reason to contain certain directory trees on other file systems is if they are to be housed on separate physical disks, or are separate virtual disks, such as Network File System mounts, described in “Network File System (NFS)”, or CDROM drives.

3.7.1. The fstab File

During the boot process (The FreeBSD Booting Process), file systems listed in /etc/fstab are automatically mounted except for the entries containing noauto. This file contains entries in the following format:

device       /mount-point fstype     options      dumpfreq     passno
device

An existing device name as explained in Disk Device Names.

mount-point

An existing directory on which to mount the file system.

fstype

The file system type to pass to mount(8). The default FreeBSD file system is ufs.

options

Either rw for read-write file systems, or ro for read-only file systems, followed by any other options that may be needed. A common option is noauto for file systems not normally mounted during the boot sequence. Other options are listed in mount(8).

dumpfreq

Used by dump(8) to determine which file systems require dumping. If the field is missing, a value of zero is assumed.

passno

Determines the order in which file systems should be checked. File systems that should be skipped should have their passno set to zero. The root file system needs to be checked before everything else and should have its passno set to one. The other file systems should be set to values greater than one. If more than one file system has the same passno, fsck(8) will attempt to check file systems in parallel if possible.

Refer to fstab(5) for more information on the format of /etc/fstab and its options.

3.7.2. Using mount(8)

File systems are mounted using mount(8). The most basic syntax is as follows:

# mount device mountpoint

This command provides many options which are described in mount(8), The most commonly used options include:

Mount Options
-a

Mount all the file systems listed in /etc/fstab, except those marked as "noauto", excluded by the -t flag, or those that are already mounted.

-d

Do everything except for the actual mount system call. This option is useful in conjunction with the -v flag to determine what mount(8) is actually trying to do.

-f

Force the mount of an unclean file system (dangerous), or the revocation of write access when downgrading a file system’s mount status from read-write to read-only.

-r

Mount the file system read-only. This is identical to using -o ro.

-t fstype

Mount the specified file system type or mount only file systems of the given type, if -a is included. "ufs" is the default file system type.

-u

Update mount options on the file system.

-v

Be verbose.

-w

Mount the file system read-write.

The following options can be passed to -o as a comma-separated list:

nosuid

Do not interpret setuid or setgid flags on the file system. This is also a useful security option.

3.7.3. Using umount(8)

To unmount a file system use umount(8). This command takes one parameter which can be a mountpoint, device name, -a or -A.

All forms take -f to force unmounting, and -v for verbosity. Be warned that -f is not generally a good idea as it might crash the computer or damage data on the file system.

To unmount all mounted file systems, or just the file system types listed after -t, use -a or -A. Note that -A does not attempt to unmount the root file system.

3.8. Processes and Daemons

FreeBSD is a multi-tasking operating system. Each program running at any one time is called a process. Every running command starts at least one new process and there are a number of system processes that are run by FreeBSD.

Each process is uniquely identified by a number called a process ID (PID). Similar to files, each process has one owner and group, and the owner and group permissions are used to determine which files and devices the process can open. Most processes also have a parent process that started them. For example, the shell is a process, and any command started in the shell is a process which has the shell as its parent process. The exception is a special process called init(8) which is always the first process to start at boot time and which always has a PID of 1.

Some programs are not designed to be run with continuous user input and disconnect from the terminal at the first opportunity. For example, a web server responds to web requests, rather than user input. Mail servers are another example of this type of application. These types of programs are known as daemons. The term daemon comes from Greek mythology and represents an entity that is neither good nor evil, and which invisibly performs useful tasks. This is why the BSD mascot is the cheerful-looking daemon with sneakers and a pitchfork.

There is a convention to name programs that normally run as daemons with a trailing "d". For example, BIND is the Berkeley Internet Name Domain, but the actual program that executes is named. The Apache web server program is httpd and the line printer spooling daemon is lpd. This is only a naming convention. For example, the main mail daemon for the Sendmail application is sendmail, and not maild.

3.8.1. Viewing Processes

To see the processes running on the system, use ps(1) or top(1). To display a static list of the currently running processes, their PIDs, how much memory they are using, and the command they were started with, use ps(1). To display all the running processes and update the display every few seconds in order to interactively see what the computer is doing, use top(1).

By default, ps(1) only shows the commands that are running and owned by the user. For example:

% ps
 PID TT  STAT    TIME COMMAND
8203  0  Ss   0:00.59 /bin/csh
8895  0  R+   0:00.00 ps

The output from ps(1) is organized into a number of columns. The PID column displays the process ID. PIDs are assigned starting at 1, go up to 99999, then wrap around back to the beginning. However, a PID is not reassigned if it is already in use. The TT column shows the tty the program is running on and STAT shows the program’s state. TIME is the amount of time the program has been running on the CPU. This is usually not the elapsed time since the program was started, as most programs spend a lot of time waiting for things to happen before they need to spend time on the CPU. Finally, COMMAND is the command that was used to start the program.

A number of different options are available to change the information that is displayed. One of the most useful sets is auxww, where a displays information about all the running processes of all users, u displays the username and memory usage of the process' owner, x displays information about daemon processes, and ww causes ps(1) to display the full command line for each process, rather than truncating it once it gets too long to fit on the screen.

The output from top(1) is similar:

% top
last pid:  9609;  load averages:  0.56,  0.45,  0.36              up 0+00:20:03  10:21:46
107 processes: 2 running, 104 sleeping, 1 zombie
CPU:  6.2% user,  0.1% nice,  8.2% system,  0.4% interrupt, 85.1% idle
Mem: 541M Active, 450M Inact, 1333M Wired, 4064K Cache, 1498M Free
ARC: 992M Total, 377M MFU, 589M MRU, 250K Anon, 5280K Header, 21M Other
Swap: 2048M Total, 2048M Free

  PID USERNAME    THR PRI NICE   SIZE    RES STATE   C   TIME   WCPU COMMAND
  557 root          1 -21  r31   136M 42296K select  0   2:20  9.96% Xorg
 8198 dru           2  52    0   449M 82736K select  3   0:08  5.96% kdeinit4
 8311 dru          27  30    0  1150M   187M uwait   1   1:37  0.98% firefox
  431 root          1  20    0 14268K  1728K select  0   0:06  0.98% moused
 9551 dru           1  21    0 16600K  2660K CPU3    3   0:01  0.98% top
 2357 dru           4  37    0   718M   141M select  0   0:21  0.00% kdeinit4
 8705 dru           4  35    0   480M    98M select  2   0:20  0.00% kdeinit4
 8076 dru           6  20    0   552M   113M uwait   0   0:12  0.00% soffice.bin
 2623 root          1  30   10 12088K  1636K select  3   0:09  0.00% powerd
 2338 dru           1  20    0   440M 84532K select  1   0:06  0.00% kwin
 1427 dru           5  22    0   605M 86412K select  1   0:05  0.00% kdeinit4

The output is split into two sections. The header (the first five or six lines) shows the PID of the last process to run, the system load averages (which are a measure of how busy the system is), the system uptime (time since the last reboot) and the current time. The other figures in the header relate to how many processes are running, how much memory and swap space has been used, and how much time the system is spending in different CPU states. If the ZFS file system module has been loaded, an ARC line indicates how much data was read from the memory cache instead of from disk.

Below the header is a series of columns containing similar information to the output from ps(1), such as the PID, username, amount of CPU time, and the command that started the process. By default, top(1) also displays the amount of memory space taken by the process. This is split into two columns: one for total size and one for resident size. Total size is how much memory the application has needed and the resident size is how much it is actually using now.

top(1) automatically updates the display every two seconds. A different interval can be specified with -s.

3.8.2. Killing Processes

One way to communicate with any running process or daemon is to send a signal using kill(1). There are a number of different signals; some have a specific meaning while others are described in the application’s documentation. A user can only send a signal to a process they own and sending a signal to someone else’s process will result in a permission denied error. The exception is the root user, who can send signals to anyone’s processes.

The operating system can also send a signal to a process. If an application is badly written and tries to access memory that it is not supposed to, FreeBSD will send the process the "Segmentation Violation" signal (SIGSEGV). If an application has been written to use the alarm(3) system call to be alerted after a period of time has elapsed, it will be sent the "Alarm" signal (SIGALRM).

Two signals can be used to stop a process: SIGTERM and SIGKILL. SIGTERM is the polite way to kill a process as the process can read the signal, close any log files it may have open, and attempt to finish what it is doing before shutting down. In some cases, a process may ignore SIGTERM if it is in the middle of some task that cannot be interrupted.

SIGKILL cannot be ignored by a process. Sending a SIGKILL to a process will usually stop that process there and then. [1].

Other commonly used signals are SIGHUP, SIGUSR1, and SIGUSR2. Since these are general purpose signals, different applications will respond differently.

For example, after changing a web server’s configuration file, the web server needs to be told to re-read its configuration. Restarting httpd would result in a brief outage period on the web server. Instead, send the daemon the SIGHUP signal. Be aware that different daemons will have different behavior, so refer to the documentation for the daemon to determine if SIGHUP will achieve the desired results.

Procedure: Sending a Signal to a Process

This example shows how to send a signal to inetd(8). The inetd(8) configuration file is /etc/inetd.conf, and inetd(8) will re-read this configuration file when it is sent a SIGHUP.

  1. Find the PID of the process to send the signal to using pgrep(1). In this example, the PID for inetd(8) is 198:

    % pgrep -l inetd
    198  inetd -wW
  2. Use kill(1) to send the signal. As inetd(8) is owned by root, use su(1) to become root first.

    % su
    Password:
    # /bin/kill -s HUP 198

Like most UNIX® commands, kill(1) will not print any output if it is successful. If a signal is sent to a process not owned by that user, the message kill: PID: Operation not permitted will be displayed. Mistyping the PID will either send the signal to the wrong process, which could have negative results, or will send the signal to a PID that is not currently in use, resulting in the error kill: PID: No such process.

Why Use /bin/kill?:

Many shells provide kill as a built in command, meaning that the shell will send the signal directly, rather than running /bin/kill. Be aware that different shells have a different syntax for specifying the name of the signal to send. Rather than try to learn all of them, it can be simpler to specify /bin/kill.

When sending other signals, substitute TERM or KILL with the name of the signal.

Killing a random process on the system is a bad idea. In particular, init(8), PID 1, is special. Running /bin/kill -s KILL 1 is a quick, and unrecommended, way to shutdown the system. Always double check the arguments to kill(1) before pressing Return.

3.9. Shells

A shell provides a command line interface for interacting with the operating system. A shell receives commands from the input channel and executes them. Many shells provide built in functions to help with everyday tasks such as file management, file globbing, command line editing, command macros, and environment variables. FreeBSD comes with several shells, including the Bourne shell (sh(1)) and the extended C shell (tcsh(1)). Other shells are available from the FreeBSD Ports Collection, such as zsh and bash.

The shell that is used is really a matter of taste. A C programmer might feel more comfortable with a C-like shell such as tcsh(1). A Linux® user might prefer bash. Each shell has unique properties that may or may not work with a user’s preferred working environment, which is why there is a choice of which shell to use.

One common shell feature is filename completion. After a user types the first few letters of a command or filename and presses Tab, the shell completes the rest of the command or filename. Consider two files called foobar and football. To delete foobar, the user might type rm foo and press Tab to complete the filename.

But the shell only shows rm foo. It was unable to complete the filename because both foobar and football start with foo. Some shells sound a beep or show all the choices if more than one name matches. The user must then type more characters to identify the desired filename. Typing a t and pressing Tab again is enough to let the shell determine which filename is desired and fill in the rest.

Another feature of the shell is the use of environment variables. Environment variables are a variable/key pair stored in the shell’s environment. This environment can be read by any program invoked by the shell, and thus contains a lot of program configuration. Common Environment Variables provides a list of common environment variables and their meanings. Note that the names of environment variables are always in uppercase.

Table 6. Common Environment Variables
VariableDescription

USER

Current logged in user’s name.

PATH

Colon-separated list of directories to search for binaries.

DISPLAY

Network name of the Xorg display to connect to, if available.

SHELL

The current shell.

TERM

The name of the user’s type of terminal. Used to determine the capabilities of the terminal.

TERMCAP

Database entry of the terminal escape codes to perform various terminal functions.

OSTYPE

Type of operating system.

MACHTYPE

The system’s CPU architecture.

EDITOR

The user’s preferred text editor.

PAGER

The user’s preferred utility for viewing text one page at a time.

MANPATH

Colon-separated list of directories to search for manual pages.

How to set an environment variable differs between shells. In tcsh(1) and csh(1), use setenv to set environment variables. In sh(1) and bash, use export to set the current environment variables. This example sets the default EDITOR to /usr/local/bin/emacs for the tcsh(1) shell:

% setenv EDITOR /usr/local/bin/emacs

The equivalent command for bash would be:

% export EDITOR="/usr/local/bin/emacs"

To expand an environment variable in order to see its current setting, type a $ character in front of its name on the command line. For example, echo $TERM displays the current $TERM setting.

Shells treat special characters, known as meta-characters, as special representations of data. The most common meta-character is *, which represents any number of characters in a filename. Meta-characters can be used to perform filename globbing. For example, echo * is equivalent to ls because the shell takes all the files that match * and echo lists them on the command line.

To prevent the shell from interpreting a special character, escape it from the shell by starting it with a backslash (\). For example, echo $TERM prints the terminal setting whereas echo \$TERM literally prints the string $TERM.

3.9.1. Changing the Shell

The easiest way to permanently change the default shell is to use chsh. Running this command will open the editor that is configured in the EDITOR environment variable, which by default is set to vi(1). Change the Shell: line to the full path of the new shell.

Alternately, use chsh -s which will set the specified shell without opening an editor. For example, to change the shell to bash:

% chsh -s /usr/local/bin/bash

The new shell must be present in /etc/shells. If the shell was installed from the FreeBSD Ports Collection as described in Installing Applications: Packages and Ports, it should be automatically added to this file. If it is missing, add it using this command, replacing the path with the path of the shell:

# echo /usr/local/bin/bash >> /etc/shells

Then, rerun chsh(1).

3.9.2. Advanced Shell Techniques

The UNIX® shell is not just a command interpreter, it acts as a powerful tool which allows users to execute commands, redirect their output, redirect their input and chain commands together to improve the final command output. When this functionality is mixed with built in commands, the user is provided with an environment that can maximize efficiency.

Shell redirection is the action of sending the output or the input of a command into another command or into a file. To capture the output of the ls(1) command, for example, into a file, redirect the output:

% ls > directory_listing.txt

The directory contents will now be listed in directory_listing.txt. Some commands can be used to read input, such as sort(1). To sort this listing, redirect the input:

% sort < directory_listing.txt

The input will be sorted and placed on the screen. To redirect that input into another file, one could redirect the output of sort(1) by mixing the direction:

% sort < directory_listing.txt > sorted.txt

In all of the previous examples, the commands are performing redirection using file descriptors. Every UNIX® system has file descriptors, which include standard input (stdin), standard output (stdout), and standard error (stderr). Each one has a purpose, where input could be a keyboard or a mouse, something that provides input. Output could be a screen or paper in a printer. And error would be anything that is used for diagnostic or error messages. All three are considered I/O based file descriptors and sometimes considered streams.

Through the use of these descriptors, the shell allows output and input to be passed around through various commands and redirected to or from a file. Another method of redirection is the pipe operator.

The UNIX® pipe operator, "|" allows the output of one command to be directly passed or directed to another program. Basically, a pipe allows the standard output of a command to be passed as standard input to another command, for example:

% cat directory_listing.txt | sort | less

In that example, the contents of directory_listing.txt will be sorted and the output passed to less(1). This allows the user to scroll through the output at their own pace and prevent it from scrolling off the screen.

3.10. Text Editors

Most FreeBSD configuration is done by editing text files, so it is a good idea to become familiar with a text editor. FreeBSD comes with a few as part of the base system, and many more are available in the Ports Collection.

A simple editor to learn is ee(1), which stands for easy editor. To start this editor, type ee filename where filename is the name of the file to be edited. Once inside the editor, all of the commands for manipulating the editor’s functions are listed at the top of the display. The caret (^) represents Ctrl, so ^e expands to Ctrl+e. To leave ee(1), press Esc, then choose the "leave editor" option from the main menu. The editor will prompt to save any changes if the file has been modified.

FreeBSD also comes with more powerful text editors, such as vi(1), as part of the base system. Other editors, like editors/emacs and editors/vim, are part of the FreeBSD Ports Collection. These editors offer more functionality at the expense of being more complicated to learn. Learning a more powerful editor such as vim or Emacs can save more time in the long run.

Many applications which modify files or require typed input will automatically open a text editor. To change the default editor, set the EDITOR environment variable as described in Shells.

3.11. Devices and Device Nodes

A device is a term used mostly for hardware-related activities in a system, including disks, printers, graphics cards, and keyboards. When FreeBSD boots, the majority of the boot messages refer to devices being detected. A copy of the boot messages are saved to /var/run/dmesg.boot.

Each device has a device name and number. For example, ada0 is the first SATA hard drive, while kbd0 represents the keyboard.

Most devices in FreeBSD must be accessed through special files called device nodes, which are located in /dev.

3.12. Manual Pages

The most comprehensive documentation on FreeBSD is in the form of manual pages. Nearly every program on the system comes with a short reference manual explaining the basic operation and available arguments. These manuals can be viewed using man:

% man command

where command is the name of the command to learn about. For example, to learn more about ls(1), type:

% man ls

Manual pages are divided into sections which represent the type of topic. In FreeBSD, the following sections are available:

  1. User commands.

  2. System calls and error numbers.

  3. Functions in the C libraries.

  4. Device drivers.

  5. File formats.

  6. Games and other diversions.

  7. Miscellaneous information.

  8. System maintenance and operation commands.

  9. System kernel interfaces.

In some cases, the same topic may appear in more than one section of the online manual. For example, there is a chmod user command and a chmod() system call. To tell man(1) which section to display, specify the section number:

% man 1 chmod

This will display the manual page for the user command chmod(1). References to a particular section of the online manual are traditionally placed in parenthesis in written documentation, so chmod(1) refers to the user command and chmod(2) refers to the system call.

If the name of the manual page is unknown, use man -k to search for keywords in the manual page descriptions:

% man -k mail

This command displays a list of commands that have the keyword "mail" in their descriptions. This is equivalent to using apropos(1).

To read the descriptions for all of the commands in /usr/bin, type:

% cd /usr/bin
% man -f * | more

or

% cd /usr/bin
% whatis * |more

3.12.1. GNU Info Files

FreeBSD includes several applications and utilities produced by the Free Software Foundation (FSF). In addition to manual pages, these programs may include hypertext documents called info files. These can be viewed using info(1) or, if editors/emacs is installed, the info mode of emacs.

To use info(1), type:

% info

For a brief introduction, type h. For a quick command reference, type ?.

Chapter 4. Installing Applications: Packages and Ports

4.1. Synopsis

FreeBSD is bundled with a rich collection of system tools as part of the base system. In addition, FreeBSD provides two complementary technologies for installing third-party software: the FreeBSD Ports Collection, for installing from source, and packages, for installing from pre-built binaries. Either method may be used to install software from local media or from the network.

After reading this chapter, you will know:

  • The difference between binary packages and ports.

  • How to find third-party software that has been ported to FreeBSD.

  • How to manage binary packages using pkg.

  • How to build third-party software from source using the Ports Collection.

  • How to find the files installed with the application for post-installation configuration.

  • What to do if a software installation fails.

4.2. Overview of Software Installation

The typical steps for installing third-party software on a UNIX® system include:

  1. Find and download the software, which might be distributed in source code format or as a binary.

  2. Unpack the software from its distribution format. This is typically a tarball compressed with a program such as compress(1), gzip(1), bzip2(1) or xz(1).

  3. Locate the documentation in INSTALL, README or some file in a doc/ subdirectory and read up on how to install the software.

  4. If the software was distributed in source format, compile it. This may involve editing a Makefile or running a configure script.

  5. Test and install the software.

A FreeBSD port is a collection of files designed to automate the process of compiling an application from source code. The files that comprise a port contain all the necessary information to automatically download, extract, patch, compile, and install the application.

If the software has not already been adapted and tested on FreeBSD, the source code might need editing in order for it to install and run properly.

However, over 36000 third-party applications have already been ported to FreeBSD. When feasible, these applications are made available for download as pre-compiled packages.

Packages can be manipulated with the FreeBSD package management commands.

Both packages and ports understand dependencies. If a package or port is used to install an application and a dependent library is not already installed, the library will automatically be installed first.

A FreeBSD package contains pre-compiled copies of all the commands for an application, as well as any configuration files and documentation. A package can be manipulated with the pkg(8) commands, such as pkg install.

While the two technologies are similar, packages and ports each have their own strengths. Select the technology that meets your requirements for installing a particular application.

Package Benefits
  • A compressed package tarball is typically smaller than the compressed tarball containing the source code for the application.

  • Packages do not require compilation time. For large applications, such as Mozilla, KDE, or GNOME, this can be important on a slow system.

  • Packages do not require any understanding of the process involved in compiling software on FreeBSD.

Port Benefits
  • Packages are normally compiled with conservative options because they have to run on the maximum number of systems. By compiling from the port, one can change the compilation options.

  • Some applications have compile-time options relating to which features are installed. For example, Apache can be configured with a wide variety of different built-in options.

    In some cases, multiple packages will exist for the same application to specify certain settings. For example, Ghostscript is available as a ghostscript package and a ghostscript-nox11 package, depending on whether or not Xorg is installed. Creating multiple packages rapidly becomes impossible if an application has more than one or two different compile-time options.

  • The licensing conditions of some software forbid binary distribution. Such software must be distributed as source code which must be compiled by the end-user.

  • Some people do not trust binary distributions or prefer to read through source code in order to look for potential problems.

  • Source code is needed in order to apply custom patches.

To keep track of updated ports, subscribe to the FreeBSD ports mailing list and the FreeBSD ports bugs mailing list.

Before installing any application, check https://vuxml.freebsd.org/ for security issues related to the application or type pkg audit -F to check all installed applications for known vulnerabilities.

The remainder of this chapter explains how to use packages and ports to install and manage third-party software on FreeBSD.

4.3. Finding Software

FreeBSD’s list of available applications is growing all the time. There are a number of ways to find software to install:

  • The FreeBSD web site maintains an up-to-date searchable list of all the available applications, at https://www.FreeBSD.org/ports/. The ports can be searched by application name or by software category.

  • Dan Langille maintains FreshPorts.org which provides a comprehensive search utility and also tracks changes to the applications in the Ports Collection. Registered users can create a customized watch list in order to receive an automated email when their watched ports are updated.

  • If finding a particular application becomes challenging, try searching a site like SourceForge.net or GitHub.com then check back at the FreeBSD site to see if the application has been ported.

  • To search the binary package repository for an application:

    # pkg search subversion
    git-subversion-1.9.2
    java-subversion-1.8.8_2
    p5-subversion-1.8.8_2
    py27-hgsubversion-1.6
    py27-subversion-1.8.8_2
    ruby-subversion-1.8.8_2
    subversion-1.8.8_2
    subversion-book-4515
    subversion-static-1.8.8_2
    subversion16-1.6.23_4
    subversion17-1.7.16_2

    Package names include the version number and, in the case of ports based on python, the version number of the version of python the package was built with. Some ports also have multiple versions available. In the case of Subversion, there are different versions available, as well as different compile options. In this case, the statically linked version of Subversion. When indicating which package to install, it is best to specify the application by the port origin, which is the path in the ports tree. Repeat the pkg search with -o to list the origin of each package:

    # pkg search -o subversion
    devel/git-subversion
    java/java-subversion
    devel/p5-subversion
    devel/py-hgsubversion
    devel/py-subversion
    devel/ruby-subversion
    devel/subversion16
    devel/subversion17
    devel/subversion
    devel/subversion-book
    devel/subversion-static

    Searching by shell globs, regular expressions, exact match, by description, or any other field in the repository database is also supported by pkg search. After installing ports-mgmt/pkg or ports-mgmt/pkg-devel, see pkg-search(8) for more details.

  • If the Ports Collection is already installed, there are several methods to query the local version of the ports tree. To find out which category a port is in, type whereis file, where file is the program to be installed:

    # whereis lsof
    lsof: /usr/ports/sysutils/lsof

    Alternately, an echo(1) statement can be used:

    # echo /usr/ports/*/*lsof*
    /usr/ports/sysutils/lsof

    Note that this will also return any matched files downloaded into the /usr/ports/distfiles directory.

  • Another way to find software is by using the Ports Collection’s built-in search mechanism. To use the search feature, cd to /usr/ports then run make search name=program-name where program-name is the name of the software. For example, to search for lsof:

    # cd /usr/ports
    # make search name=lsof
    Port:   lsof-4.88.d,8
    Path:   /usr/ports/sysutils/lsof
    Info:   Lists information about open files (similar to fstat(1))
    Maint:  ler@lerctr.org
    Index:  sysutils
    B-deps:
    R-deps:

    The built-in search mechanism uses a file of index information. If a message indicates that the INDEX is required, run make fetchindex to download the current index file. With the INDEX present, make search will be able to perform the requested search.

    The "Path:" line indicates where to find the port.

    To receive less information, use the quicksearch feature:

    # cd /usr/ports
    # make quicksearch name=lsof
    Port:   lsof-4.88.d,8
    Path:   /usr/ports/sysutils/lsof
    Info:   Lists information about open files (similar to fstat(1))

    For more in-depth searching, use make search key=string or make quicksearch key=string, where string is some text to search for. The text can be in comments, descriptions, or dependencies in order to find ports which relate to a particular subject when the name of the program is unknown.

    When using search or quicksearch, the search string is case-insensitive. Searching for "LSOF" will yield the same results as searching for "lsof".

4.4. Using pkg for Binary Package Management

pkg is the next generation replacement for the traditional FreeBSD package management tools, offering many features that make dealing with binary packages faster and easier.

For sites wishing to only use prebuilt binary packages from the FreeBSD mirrors, managing packages with pkg can be sufficient.

However, for those sites building from source or using their own repositories, a separate port management tool will be needed.

Since pkg only works with binary packages, it is not a replacement for such tools. Those tools can be used to install software from both binary packages and the Ports Collection, while pkg installs only binary packages.

4.4.1. Getting Started with pkg

FreeBSD includes a bootstrap utility which can be used to download and install pkg and its manual pages. This utility is designed to work with versions of FreeBSD starting with 10.X.

Not all FreeBSD versions and architectures support this bootstrap process. The current list is at https://pkg.freebsd.org/. For other cases, pkg must instead be installed from the Ports Collection or as a binary package.

To bootstrap the system, run:

# /usr/sbin/pkg

You must have a working Internet connection for the bootstrap process to succeed.

Otherwise, to install the port, run:

# cd /usr/ports/ports-mgmt/pkg
# make
# make install clean

When upgrading an existing system that originally used the older pkg_* tools, the database must be converted to the new format, so that the new tools are aware of the already installed packages. Once pkg has been installed, the package database must be converted from the traditional format to the new format by running this command:

# pkg2ng

This step is not required for new installations that do not yet have any third-party software installed.

This step is not reversible. Once the package database has been converted to the pkg format, the traditional pkg_* tools should no longer be used.

The package database conversion may emit errors as the contents are converted to the new version. Generally, these errors can be safely ignored. However, a list of software that was not successfully converted is shown after pkg2ng finishes. These applications must be manually reinstalled.

To ensure that the Ports Collection registers new software with pkg instead of the traditional packages database, FreeBSD versions earlier than 10.X require this line in /etc/make.conf:

WITH_PKGNG=   yes

By default, pkg uses the binary packages from the FreeBSD package mirrors (the repository). For information about building a custom package repository, see Building Packages with Poudriere.

Additional pkg configuration options are described in pkg.conf(5).

Usage information for pkg is available in the pkg(8) manual page or by running pkg without additional arguments.

Each pkg command argument is documented in a command-specific manual page. To read the manual page for pkg install, for example, run either of these commands:

# pkg help install
# man pkg-install

The rest of this section demonstrates common binary package management tasks which can be performed using pkg. Each demonstrated command provides many switches to customize its use. Refer to a command’s help or man page for details and more examples.

4.4.2. Quarterly and Latest Ports Branches

The Quarterly branch provides users with a more predictable and stable experience for port and package installation and upgrades. This is done essentially by only allowing non-feature updates. Quarterly branches aim to receive security fixes (that may be version updates, or backports of commits), bug fixes and ports compliance or framework changes. The Quarterly branch is cut from HEAD at the beginning of every (yearly) quarter in January, April, July, and October. Branches are named according to the year (YYYY) and quarter (Q1-4) they are created in. For example, the quarterly branch created in January 2016, is named 2016Q1. And the Latest branch provides the latest versions of the packages to the users.

To switch from quarterly to latest run the following commands:

# mkdir -p /usr/local/etc/pkg/repos
# cp /etc/pkg/FreeBSD.conf /usr/local/etc/pkg/repos/FreeBSD.conf

Edit the file /usr/local/etc/pkg/repos/FreeBSD.conf and change the string quarterly to latest in the url: line.

The result should be similar to the following:

FreeBSD: {
  url: "pkg+http://pkg.FreeBSD.org/${ABI}/latest",
  mirror_type: "srv",
  signature_type: "fingerprints",
  fingerprints: "/usr/share/keys/pkg",
  enabled: yes
}

And finally run this command to update from the new (latest) repository metadata.

# pkg update -f

4.4.3. Obtaining Information About Installed Packages

Information about the packages installed on a system can be viewed by running pkg info which, when run without any switches, will list the package version for either all installed packages or the specified package.

For example, to see which version of pkg is installed, run:

# pkg info pkg
pkg-1.1.4_1

4.4.4. Installing and Removing Packages

To install a binary package use the following command, where packagename is the name of the package to install:

# pkg install packagename

This command uses repository data to determine which version of the software to install and if it has any uninstalled dependencies. For example, to install curl:

# pkg install curl
Updating repository catalogue
/usr/local/tmp/All/curl-7.31.0_1.txz          100% of 1181 kB 1380 kBps 00m01s

/usr/local/tmp/All/ca_root_nss-3.15.1_1.txz   100% of  288 kB 1700 kBps 00m00s

Updating repository catalogue
The following 2 packages will be installed:

        Installing ca_root_nss: 3.15.1_1
        Installing curl: 7.31.0_1

The installation will require 3 MB more space

0 B to be downloaded

Proceed with installing packages [y/N]: y
Checking integrity... done
[1/2] Installing ca_root_nss-3.15.1_1... done
[2/2] Installing curl-7.31.0_1... done
Cleaning up cache files...Done

The new package and any additional packages that were installed as dependencies can be seen in the installed packages list:

# pkg info
ca_root_nss-3.15.1_1	The root certificate bundle from the Mozilla Project
curl-7.31.0_1	Non-interactive tool to get files from FTP, GOPHER, HTTP(S) servers
pkg-1.1.4_6	New generation package manager

Packages that are no longer needed can be removed with pkg delete. For example:

# pkg delete curl
The following packages will be deleted:

	curl-7.31.0_1

The deletion will free 3 MB

Proceed with deleting packages [y/N]: y
[1/1] Deleting curl-7.31.0_1... done

4.4.5. Upgrading Installed Packages

Installed packages can be upgraded to their latest versions by running:

# pkg upgrade

This command will compare the installed versions with those available in the repository catalogue and upgrade them from the repository.

4.4.6. Auditing Installed Packages

Software vulnerabilities are regularly discovered in third-party applications. To address this, pkg includes a built-in auditing mechanism. To determine if there are any known vulnerabilities for the software installed on the system, run:

# pkg audit -F

4.4.7. Automatically Removing Unused Packages

Removing a package may leave behind dependencies which are no longer required. Unneeded packages that were installed as dependencies (leaf packages) can be automatically detected and removed using:

# pkg autoremove
Packages to be autoremoved:
	ca_root_nss-3.15.1_1

The autoremoval will free 723 kB

Proceed with autoremoval of packages [y/N]: y
Deinstalling ca_root_nss-3.15.1_1... done

Packages installed as dependencies are called automatic packages. Non-automatic packages, i.e the packages that were explicity installed not as a dependency to another package, can be listed using:

# pkg prime-list
nginx
openvpn
sudo

pkg prime-list is an alias command declared in /usr/local/etc/pkg.conf. There are many others that can be used to query the package database of the system. For instance, command pkg prime-origins can be used to get the origin port directory of the list mentioned above:

# pkg prime-origins
www/nginx
security/openvpn
security/sudo

This list can be used to rebuild all packages installed on a system using build tools such as ports-mgmt/poudriere or ports-mgmt/synth.

Marking an installed package as automatic can be done using:

# pkg set -A 1 devel/cmake

Once a package is a leaf package and is marked as automatic, it gets selected by pkg autoremove.

Marking an installed package as not automatic can be done using:

# pkg set -A 0 devel/cmake

4.4.8. Restoring the Package Database

Unlike the traditional package management system, pkg includes its own package database backup mechanism. This functionality is enabled by default.

To disable the periodic script from backing up the package database, set daily_backup_pkgdb_enable="NO" in periodic.conf(5).

To restore the contents of a previous package database backup, run the following command replacing /path/to/pkg.sql with the location of the backup:

# pkg backup -r /path/to/pkg.sql

If restoring a backup taken by the periodic script, it must be decompressed prior to being restored.

To run a manual backup of the pkg database, run the following command, replacing /path/to/pkg.sql with a suitable file name and location:

# pkg backup -d /path/to/pkg.sql

4.4.9. Removing Stale Packages

By default, pkg stores binary packages in a cache directory defined by PKG_CACHEDIR in pkg.conf(5). Only copies of the latest installed packages are kept. Older versions of pkg kept all previous packages. To remove these outdated binary packages, run:

# pkg clean

The entire cache may be cleared by running:

# pkg clean -a

4.4.10. Modifying Package Metadata

Software within the FreeBSD Ports Collection can undergo major version number changes. To address this, pkg has a built-in command to update package origins. This can be useful, for example, if lang/php5 is renamed to lang/php53 so that lang/php5 can now represent version 5.4.

To change the package origin for the above example, run:

# pkg set -o lang/php5:lang/php53

As another example, to update lang/ruby18 to lang/ruby19, run:

# pkg set -o lang/ruby18:lang/ruby19

As a final example, to change the origin of the libglut shared libraries from graphics/libglut to graphics/freeglut, run:

# pkg set -o graphics/libglut:graphics/freeglut

When changing package origins, it is important to reinstall packages that are dependent on the package with the modified origin. To force a reinstallation of dependent packages, run:

# pkg install -Rf graphics/freeglut

4.5. Using the Ports Collection

The Ports Collection is a set of Makefiles, patches, and description files. Each set of these files is used to compile and install an individual application on FreeBSD, and is called a port.

By default, the Ports Collection itself is stored as a subdirectory of /usr/ports.

Before installing and using the Ports Collection, please be aware that it is generally ill-advised to use the Ports Collection in conjunction with the binary packages provided via pkg to install software. pkg, by default, tracks quarterly branch-releases of the ports tree and not HEAD. Dependencies could be different for a port in HEAD compared to its counterpart in a quarterly branch release and this could result in conflicts between dependencies installed by pkg and those from the Ports Collection. If the Ports Collection and pkg must be used in conjunction, then be sure that your Ports Collection and pkg are on the same branch release of the ports tree.

The Ports Collection contains directories for software categories. Inside each category are subdirectories for individual applications. Each application subdirectory contains a set of files that tells FreeBSD how to compile and install that program, called a ports skeleton. Each port skeleton includes these files and directories:

  • Makefile: contains statements that specify how the application should be compiled and where its components should be installed.

  • distinfo: contains the names and checksums of the files that must be downloaded to build the port.

  • files/: this directory contains any patches needed for the program to compile and install on FreeBSD. This directory may also contain other files used to build the port.

  • pkg-descr: provides a more detailed description of the program.

  • pkg-plist: a list of all the files that will be installed by the port. It also tells the ports system which files to remove upon deinstallation.

Some ports include pkg-message or other files to handle special situations. For more details on these files, and on ports in general, refer to the FreeBSD Porter’s Handbook.

The port does not include the actual source code, also known as a distfile. The extract portion of building a port will automatically save the downloaded source to /usr/ports/distfiles.

4.5.1. Installing the Ports Collection

Before an application can be compiled using a port, the Ports Collection must first be installed. If it was not installed during the installation of FreeBSD, use one of the following methods to install it:

Procedure: Portsnap Method

The base system of FreeBSD includes Portsnap. This is a fast and user-friendly tool for retrieving the Ports Collection and is the recommended choice for most users not running FreeBSD-CURRENT. This utility connects to a FreeBSD site, verifies the secure key, and downloads a new copy of the Ports Collection. The key is used to verify the integrity of all downloaded files.

  1. To download a compressed snapshot of the Ports Collection into /var/db/portsnap:

    # portsnap fetch
  2. When running Portsnap for the first time, extract the snapshot into /usr/ports:

    # portsnap extract
  3. After the first use of Portsnap has been completed as shown above, /usr/ports can be updated as needed by running:

    # portsnap fetch
    # portsnap update

    When using fetch, the extract or the update operation may be run consecutively, like so:

    # portsnap fetch update

Procedure: Git Method

If more control over the ports tree is needed or if local changes need to be maintained, or if running FreeBSD-CURRENT, Git can be used to obtain the Ports Collection. Refer to the Git Primer for a detailed description of Git.

  1. Git must be installed before it can be used to check out the ports tree. If a copy of the ports tree is already present, install Git like this:

    # cd /usr/ports/devel/git
    # make install clean

    If the ports tree is not available, or pkg is being used to manage packages, Git can be installed as a package:

    # pkg install git
  2. Check out a copy of the HEAD branch of the ports tree:

    # git clone https://git.FreeBSD.org/ports.git /usr/ports
  3. Or, check out a copy of a quarterly branch:

    # git clone https://git.FreeBSD.org/ports.git -b 2020Q3 /usr/ports
  4. As needed, update /usr/ports after the initial Git checkout:

    # git -C /usr/ports pull
  5. As needed, switch /usr/ports to a different quarterly branch:

    # git -C /usr/ports switch 2020Q4

4.5.2. Installing Ports

This section provides basic instructions on using the Ports Collection to install or remove software. The detailed description of available make targets and environment variables is available in ports(7).

Before compiling any port, be sure to update the Ports Collection as described in the previous section. Since the installation of any third-party software can introduce security vulnerabilities, it is recommended to first check https://vuxml.freebsd.org/ for known security issues related to the port. Alternately, run pkg audit -F before installing a new port. This command can be configured to automatically perform a security audit and an update of the vulnerability database during the daily security system check. For more information, refer to pkg-audit(8) and periodic(8).

Using the Ports Collection assumes a working Internet connection. It also requires superuser privilege.

To compile and install the port, change to the directory of the port to be installed, then type make install at the prompt. Messages will indicate the progress:

# cd /usr/ports/sysutils/lsof
# make install
>> lsof_4.88D.freebsd.tar.gz doesn't seem to exist in /usr/ports/distfiles/.
>> Attempting to fetch from ftp://lsof.itap.purdue.edu/pub/tools/unix/lsof/.
===>  Extracting for lsof-4.88
...
[extraction output snipped]
...
>> Checksum OK for lsof_4.88D.freebsd.tar.gz.
===>  Patching for lsof-4.88.d,8
===>  Applying FreeBSD patches for lsof-4.88.d,8
===>  Configuring for lsof-4.88.d,8
...
[configure output snipped]
...
===>  Building for lsof-4.88.d,8
...
[compilation output snipped]
...

===>  Installing for lsof-4.88.d,8
...
[installation output snipped]
...
===>   Generating temporary packing list
===>   Compressing manual pages for lsof-4.88.d,8
===>   Registering installation for lsof-4.88.d,8
===>  SECURITY NOTE:
      This port has installed the following binaries which execute with
      increased privileges.
/usr/local/sbin/lsof
#

Since lsof is a program that runs with increased privileges, a security warning is displayed as it is installed. Once the installation is complete, the prompt will be returned.

Some shells keep a cache of the commands that are available in the directories listed in the PATH environment variable, to speed up lookup operations for the executable file of these commands. Users of the tcsh shell should type rehash so that a newly installed command can be used without specifying its full path. Use hash -r instead for the sh shell. Refer to the documentation for the shell for more information.

During installation, a working subdirectory is created which contains all the temporary files used during compilation. Removing this directory saves disk space and minimizes the chance of problems later when upgrading to the newer version of the port:

# make clean
===>  Cleaning for lsof-88.d,8
#

To save this extra step, instead use make install clean when compiling the port.

4.5.2.1. Customizing Ports Installation

Some ports provide build options which can be used to enable or disable application components, provide security options, or allow for other customizations. Examples include www/firefox, security/gpgme, and mail/sylpheed-claws. If the port depends upon other ports which have configurable options, it may pause several times for user interaction as the default behavior is to prompt the user to select options from a menu. To avoid this and do all of the configuration in one batch, run make config-recursive within the port skeleton. Then, run make install [clean] to compile and install the port.

When using config-recursive, the list of ports to configure are gathered by the all-depends-list target. It is recommended to run make config-recursive until all dependent ports options have been defined, and ports options screens no longer appear, to be certain that all dependency options have been configured.

There are several ways to revisit a port’s build options menu in order to add, remove, or change these options after a port has been built. One method is to cd into the directory containing the port and type make config. Another option is to use make showconfig. Another option is to execute make rmconfig which will remove all selected options and allow you to start over. All of these options, and others, are explained in great detail in ports(7).

The ports system uses fetch(1) to download the source files, which supports various environment variables. The FTP_PASSIVE_MODE, FTP_PROXY, and FTP_PASSWORD variables may need to be set if the FreeBSD system is behind a firewall or FTP/HTTP proxy. See fetch(3) for the complete list of supported variables.

For users who cannot be connected to the Internet all the time, make fetch can be run within /usr/ports, to fetch all distfiles, or within a category, such as /usr/ports/net, or within the specific port skeleton. Note that if a port has any dependencies, running this command in a category or ports skeleton will not fetch the distfiles of ports from another category. Instead, use make fetch-recursive to also fetch the distfiles for all the dependencies of a port.

In rare cases, such as when an organization has a local distfiles repository, the MASTER_SITES variable can be used to override the download locations specified in the Makefile. When using, specify the alternate location:

# cd /usr/ports/directory
# make MASTER_SITE_OVERRIDE= \
ftp://ftp.organization.org/pub/FreeBSD/ports/distfiles/ fetch

The WRKDIRPREFIX and PREFIX variables can override the default working and target directories. For example:

# make WRKDIRPREFIX=/usr/home/example/ports install

will compile the port in /usr/home/example/ports and install everything under /usr/local.

# make PREFIX=/usr/home/example/local install

will compile the port in /usr/ports and install it in /usr/home/example/local. And:

# make WRKDIRPREFIX=../ports PREFIX=../local install

will combine the two.

These can also be set as environmental variables. Refer to the manual page for your shell for instructions on how to set an environmental variable.

4.5.3. Removing Installed Ports

Installed ports can be uninstalled using pkg delete. Examples for using this command can be found in the pkg-delete(8) manual page.

Alternately, make deinstall can be run in the port’s directory:

# cd /usr/ports/sysutils/lsof
# make deinstall
===>  Deinstalling for sysutils/lsof
===>   Deinstalling
Deinstallation has been requested for the following 1 packages:

	lsof-4.88.d,8

The deinstallation will free 229 kB
[1/1] Deleting lsof-4.88.d,8... done

It is recommended to read the messages as the port is uninstalled. If the port has any applications that depend upon it, this information will be displayed but the uninstallation will proceed. In such cases, it may be better to reinstall the application in order to prevent broken dependencies.

4.5.4. Upgrading Ports

Over time, newer versions of software become available in the Ports Collection. This section describes how to determine which software can be upgraded and how to perform the upgrade.

To determine if newer versions of installed ports are available, ensure that the latest version of the ports tree is installed, using the updating command described in either “Portsnap Method” or “Git Method”. On FreeBSD 10 and later, or if the system has been converted to pkg, the following command will list the installed ports which are out of date:

# pkg version -l "<"

For FreeBSD 9.X and lower, the following command will list the installed ports that are out of date:

# pkg_version -l "<"

Before attempting an upgrade, read /usr/ports/UPDATING from the top of the file to the date closest to the last time ports were upgraded or the system was installed. This file describes various issues and additional steps users may encounter and need to perform when updating a port, including such things as file format changes, changes in locations of configuration files, or any incompatibilities with previous versions. Make note of any instructions which match any of the ports that need upgrading and follow these instructions when performing the upgrade.

4.5.4.1. Tools to Upgrade and Manage Ports

The Ports Collection contains several utilities to perform the actual upgrade. Each has its strengths and weaknesses.

Historically, most installations used either Portmaster or Portupgrade. Synth is a newer alternative.

The choice of which tool is best for a particular system is up to the system administrator. It is recommended practice to back up your data before using any of these tools.

4.5.4.2. Upgrading Ports Using Portmaster

ports-mgmt/portmaster is a very small utility for upgrading installed ports. It is designed to use the tools installed with the FreeBSD base system without depending on other ports or databases. To install this utility as a port:

# cd /usr/ports/ports-mgmt/portmaster
# make install clean

Portmaster defines four categories of ports:

  • Root port: has no dependencies and is not a dependency of any other ports.

  • Trunk port: has no dependencies, but other ports depend upon it.

  • Branch port: has dependencies and other ports depend upon it.

  • Leaf port: has dependencies but no other ports depend upon it.

To list these categories and search for updates:

# portmaster -L
===>>> Root ports (No dependencies, not depended on)
===>>> ispell-3.2.06_18
===>>> screen-4.0.3
        ===>>> New version available: screen-4.0.3_1
===>>> tcpflow-0.21_1
===>>> 7 root ports
...
===>>> Branch ports (Have dependencies, are depended on)
===>>> apache22-2.2.3
        ===>>> New version available: apache22-2.2.8
...
===>>> Leaf ports (Have dependencies, not depended on)
===>>> automake-1.9.6_2
===>>> bash-3.1.17
        ===>>> New version available: bash-3.2.33
...
===>>> 32 leaf ports

===>>> 137 total installed ports
        ===>>> 83 have new versions available

This command is used to upgrade all outdated ports:

# portmaster -a

By default, Portmaster makes a backup package before deleting the existing port. If the installation of the new version is successful, Portmaster deletes the backup. Using -b instructs Portmaster not to automatically delete the backup. Adding -i starts Portmaster in interactive mode, prompting for confirmation before upgrading each port. Many other options are available. Read through the manual page for portmaster(8) for details regarding their usage.

If errors are encountered during the upgrade process, add -f to upgrade and rebuild all ports:

# portmaster -af

Portmaster can also be used to install new ports on the system, upgrading all dependencies before building and installing the new port. To use this function, specify the location of the port in the Ports Collection:

# portmaster shells/bash

More information about ports-mgmt/portmaster may be found in its pkg-descr.

4.5.4.3. Upgrading Ports Using Portupgrade

ports-mgmt/portupgrade is another utility that can be used to upgrade ports. It installs a suite of applications which can be used to manage ports. However, it is dependent upon Ruby. To install the port:

# cd /usr/ports/ports-mgmt/portupgrade
# make install clean

Before performing an upgrade using this utility, it is recommended to scan the list of installed ports using pkgdb -F and to fix all the inconsistencies it reports.

To upgrade all the outdated ports installed on the system, use portupgrade -a. Alternately, include -i to be asked for confirmation of every individual upgrade:

# portupgrade -ai

To upgrade only a specified application instead of all available ports, use portupgrade pkgname. It is very important to include -R to first upgrade all the ports required by the given application:

# portupgrade -R firefox

If -P is included, Portupgrade searches for available packages in the local directories listed in PKG_PATH. If none are available locally, it then fetches packages from a remote site. If packages can not be found locally or fetched remotely, Portupgrade will use ports. To avoid using ports entirely, specify -PP. This last set of options tells Portupgrade to abort if no packages are available:

# portupgrade -PP gnome3

To just fetch the port distfiles, or packages, if -P is specified, without building or installing anything, use -F. For further information on all of the available switches, refer to the manual page for portupgrade.

More information about ports-mgmt/portupgrade may be found in its pkg-descr.

4.5.5. Ports and Disk Space

Using the Ports Collection will use up disk space over time. After building and installing a port, running make clean within the ports skeleton will clean up the temporary work directory. If Portmaster is used to install a port, it will automatically remove this directory unless -K is specified. If Portupgrade is installed, this command will remove all work directories found within the local copy of the Ports Collection:

# portsclean -C

In addition, outdated source distribution files accumulate in /usr/ports/distfiles over time. To use Portupgrade to delete all the distfiles that are no longer referenced by any ports:

# portsclean -D

Portupgrade can remove all distfiles not referenced by any port currently installed on the system:

# portsclean -DD

If Portmaster is installed, use:

# portmaster --clean-distfiles

By default, this command is interactive and prompts the user to confirm if a distfile should be deleted.

In addition to these commands, ports-mgmt/pkg_cutleaves automates the task of removing installed ports that are no longer needed.

4.6. Building Packages with Poudriere

Poudriere is a BSD-licensed utility for creating and testing FreeBSD packages. It uses FreeBSD jails to set up isolated compilation environments. These jails can be used to build packages for versions of FreeBSD that are different from the system on which it is installed, and also to build packages for i386 if the host is an amd64 system. Once the packages are built, they are in a layout identical to the official mirrors. These packages are usable by pkg(8) and other package management tools.

Poudriere is installed using the ports-mgmt/poudriere package or port. The installation includes a sample configuration file /usr/local/etc/poudriere.conf.sample. Copy this file to /usr/local/etc/poudriere.conf. Edit the copied file to suit the local configuration.

While ZFS is not required on the system running poudriere, it is beneficial. When ZFS is used, ZPOOL must be specified in /usr/local/etc/poudriere.conf and FREEBSD_HOST should be set to a nearby mirror. Defining CCACHE_DIR enables the use of devel/ccache to cache compilation and reduce build times for frequently-compiled code. It may be convenient to put poudriere datasets in an isolated tree mounted at /poudriere. Defaults for the other configuration values are adequate.

The number of processor cores detected is used to define how many builds will run in parallel. Supply enough virtual memory, either with RAM or swap space. If virtual memory runs out, the compilation jails will stop and be torn down, resulting in weird error messages.

4.6.1. Initialize Jails and Port Trees

After configuration, initialize poudriere so that it installs a jail with the required FreeBSD tree and a ports tree. Specify a name for the jail using -j and the FreeBSD version with -v. On systems running FreeBSD/amd64, the architecture can be set with -a to either i386 or amd64. The default is the architecture shown by uname.

# poudriere jail -c -j 11amd64 -v 11.4-RELEASE
[00:00:00] Creating 11amd64 fs at /poudriere/jails/11amd64... done
[00:00:00] Using pre-distributed MANIFEST for FreeBSD 11.4-RELEASE amd64
[00:00:00] Fetching base for FreeBSD 11.4-RELEASE amd64
/poudriere/jails/11amd64/fromftp/base.txz              125 MB 4110 kBps    31s
[00:00:33] Extracting base... done
[00:00:54] Fetching src for FreeBSD 11.4-RELEASE amd64
/poudriere/jails/11amd64/fromftp/src.txz               154 MB 4178 kBps    38s
[00:01:33] Extracting src... done
[00:02:31] Fetching lib32 for FreeBSD 11.4-RELEASE amd64
/poudriere/jails/11amd64/fromftp/lib32.txz              24 MB 3969 kBps    06s
[00:02:38] Extracting lib32... done
[00:02:42] Cleaning up... done
[00:02:42] Recording filesystem state for clean... done
[00:02:42] Upgrading using ftp
/etc/resolv.conf -> /poudriere/jails/11amd64/etc/resolv.conf
Looking up update.FreeBSD.org mirrors... 3 mirrors found.
Fetching public key from update4.freebsd.org... done.
Fetching metadata signature for 11.4-RELEASE from update4.freebsd.org... done.
Fetching metadata index... done.
Fetching 2 metadata files... done.
Inspecting system... done.
Preparing to download files... done.
Fetching 124 patches.....10....20....30....40....50....60....70....80....90....100....110....120.. done.
Applying patches... done.
Fetching 6 files... done.
The following files will be added as part of updating to
11.4-RELEASE-p1:
/usr/src/contrib/unbound/.github
/usr/src/contrib/unbound/.github/FUNDING.yml
/usr/src/contrib/unbound/contrib/drop2rpz
/usr/src/contrib/unbound/contrib/unbound_portable.service.in
/usr/src/contrib/unbound/services/rpz.c
/usr/src/contrib/unbound/services/rpz.h
/usr/src/lib/libc/tests/gen/spawnp_enoexec.sh
The following files will be updated as part of updating to
11.4-RELEASE-p1:
[…]
Installing updates...Scanning //usr/share/certs/blacklisted for certificates...
Scanning //usr/share/certs/trusted for certificates...
 done.
11.4-RELEASE-p1
[00:04:06] Recording filesystem state for clean... done
[00:04:07] Jail 11amd64 11.4-RELEASE-p1 amd64 is ready to be used
# poudriere ports -c -p local -m git+https
[00:00:00] Creating local fs at /poudriere/ports/local... done
[00:00:00] Checking out the ports tree... done

On a single computer, poudriere can build ports with multiple configurations, in multiple jails, and from different port trees. Custom configurations for these combinations are called sets. See the CUSTOMIZATION section of poudriere(8) for details after ports-mgmt/poudriere or ports-mgmt/poudriere-devel is installed.

The basic configuration shown here puts a single jail-, port-, and set-specific make.conf in /usr/local/etc/poudriere.d. The filename in this example is created by combining the jail name, port name, and set name: 11amd64-local-workstation-make.conf. The system make.conf and this new file are combined at build time to create the make.conf used by the build jail.

Packages to be built are entered in 11amd64-local-workstation-pkglist:

editors/emacs
devel/git
ports-mgmt/pkg
...

Options and dependencies for the specified ports are configured:

# poudriere options -j 11amd64 -p local -z workstation -f 11amd64-local-workstation-pkglist

Finally, packages are built and a package repository is created:

# poudriere bulk -j 11amd64 -p local -z workstation -f 11amd64-local-workstation-pkglist

While running, pressing Ctrl+t displays the current state of the build. Poudriere also builds files in /poudriere/logs/bulk/jailname that can be used with a web server to display build information.

After completion, the new packages are now available for installation from the poudriere repository.

For more information on using poudriere, see poudriere(8) and the main web site, https://github.com/freebsd/poudriere/wiki.

4.6.2. Configuring pkg Clients to Use a Poudriere Repository

While it is possible to use both a custom repository along side of the official repository, sometimes it is useful to disable the official repository. This is done by creating a configuration file that overrides and disables the official configuration file. Create /usr/local/etc/pkg/repos/FreeBSD.conf that contains the following:

FreeBSD: {
	enabled: no
}

Usually it is easiest to serve a poudriere repository to the client machines via HTTP. Set up a webserver to serve up the package directory, for instance: /usr/local/poudriere/data/packages/11amd64, where 11amd64 is the name of the build.

If the URL to the package repository is: http://pkg.example.com/11amd64, then the repository configuration file in /usr/local/etc/pkg/repos/custom.conf would look like:

custom: {
	url: "http://pkg.example.com/11amd64",
	enabled: yes,
}

4.7. Post-Installation Considerations

Regardless of whether the software was installed from a binary package or port, most third-party applications require some level of configuration after installation. The following commands and locations can be used to help determine what was installed with the application.

  • Most applications install at least one default configuration file in /usr/local/etc. In cases where an application has a large number of configuration files, a subdirectory will be created to hold them. Often, sample configuration files are installed which end with a suffix such as .sample. The configuration files should be reviewed and possibly edited to meet the system’s needs. To edit a sample file, first copy it without the .sample extension.

  • Applications which provide documentation will install it into /usr/local/shared/doc and many applications also install manual pages. This documentation should be consulted before continuing.

  • Some applications run services which must be added to /etc/rc.conf before starting the application. These applications usually install a startup script in /usr/local/etc/rc.d. See Starting Services for more information.

    By design, applications do not run their startup script upon installation, nor do they run their stop script upon deinstallation or upgrade. This decision is left to the individual system administrator.

  • Users of csh(1) should run rehash to rebuild the known binary list in the shells PATH.

  • Use pkg info to determine which files, man pages, and binaries were installed with the application.

4.8. Dealing with Broken Ports

When a port does not build or install, try the following:

  1. Search to see if there is a fix pending for the port in the Problem Report database. If so, implementing the proposed fix may fix the issue.

  2. Ask the maintainer of the port for help. Type make maintainer in the ports skeleton or read the port’s Makefile to find the maintainer’s email address. Remember to include the $FreeBSD: line from the port’s Makefile and the output leading up to the error in the email to the maintainer.

    Some ports are not maintained by an individual but instead by a group maintainer represented by a mailing list. Many, but not all, of these addresses look like freebsd-listname@FreeBSD.org. Please take this into account when sending an email.

    In particular, ports maintained by ports@FreeBSD.org are not maintained by a specific individual. Instead, any fixes and support come from the general community who subscribe to that mailing list. More volunteers are always needed!

    If there is no response to the email, use Bugzilla to submit a bug report using the instructions in Writing FreeBSD Problem Reports.

  3. Fix it! The Porter’s Handbook includes detailed information on the ports infrastructure so that you can fix the occasional broken port or even submit your own!

  4. Install the package instead of the port using the instructions in Using pkg for Binary Package Management.

Chapter 5. The X Window System

5.1. Synopsis

An installation of FreeBSD using bsdinstall does not automatically install a graphical user interface. This chapter describes how to install and configure Xorg, which provides the open source X Window System used to provide a graphical environment. It then describes how to find and install a desktop environment or window manager.

Users who prefer an installation method that automatically configures the Xorg should refer to GhostBSD, MidnightBSD or NomadBSD.

For more information on the video hardware that Xorg supports, refer to the x.org website.

After reading this chapter, you will know:

  • The various components of the X Window System, and how they interoperate.

  • How to install and configure Xorg.

  • How to install and configure several window managers and desktop environments.

  • How to use TrueType® fonts in Xorg.

  • How to set up your system for graphical logins (XDM).

Before reading this chapter, you should:

5.2. Terminology

While it is not necessary to understand all of the details of the various components in the X Window System and how they interact, some basic knowledge of these components can be useful.

X server

X was designed from the beginning to be network-centric, and adopts a "client-server" model. In this model, the "X server" runs on the computer that has the keyboard, monitor, and mouse attached. The server’s responsibility includes tasks such as managing the display, handling input from the keyboard and mouse, and handling input or output from other devices such as a tablet or a video projector. This confuses some people, because the X terminology is exactly backward to what they expect. They expect the "X server" to be the big powerful machine down the hall, and the "X client" to be the machine on their desk.

X client

Each X application, such as XTerm or Firefox, is a "client". A client sends messages to the server such as "Please draw a window at these coordinates", and the server sends back messages such as "The user just clicked on the OK button".

In a home or small office environment, the X server and the X clients commonly run on the same computer. It is also possible to run the X server on a less powerful computer and to run the X applications on a more powerful system. In this scenario, the communication between the X client and server takes place over the network.

window manager

X does not dictate what windows should look like on-screen, how to move them around with the mouse, which keystrokes should be used to move between windows, what the title bars on each window should look like, whether or not they have close buttons on them, and so on. Instead, X delegates this responsibility to a separate window manager application. There are dozens of window managers available. Each window manager provides a different look and feel: some support virtual desktops, some allow customized keystrokes to manage the desktop, some have a "Start" button, and some are themeable, allowing a complete change of the desktop’s look-and-feel. Window managers are available in the x11-wm category of the Ports Collection.

Each window manager uses a different configuration mechanism. Some expect configuration file written by hand while others provide graphical tools for most configuration tasks.

desktop environment

KDE and GNOME are considered to be desktop environments as they include an entire suite of applications for performing common desktop tasks. These may include office suites, web browsers, and games.

focus policy

The window manager is responsible for the mouse focus policy. This policy provides some means for choosing which window is actively receiving keystrokes and it should also visibly indicate which window is currently active.

One focus policy is called "click-to-focus". In this model, a window becomes active upon receiving a mouse click. In the "focus-follows-mouse" policy, the window that is under the mouse pointer has focus and the focus is changed by pointing at another window. If the mouse is over the root window, then this window is focused. In the "sloppy-focus" model, if the mouse is moved over the root window, the most recently used window still has the focus. With sloppy-focus, focus is only changed when the cursor enters a new window, and not when exiting the current window. In the "click-to-focus" policy, the active window is selected by mouse click. The window may then be raised and appear in front of all other windows. All keystrokes will now be directed to this window, even if the cursor is moved to another window.

Different window managers support different focus models. All of them support click-to-focus, and the majority of them also support other policies. Consult the documentation for the window manager to determine which focus models are available.

widgets

Widget is a term for all of the items in the user interface that can be clicked or manipulated in some way. This includes buttons, check boxes, radio buttons, icons, and lists. A widget toolkit is a set of widgets used to create graphical applications. There are several popular widget toolkits, including Qt, used by KDE, and GTK+, used by GNOME. As a result, applications will have a different look and feel, depending upon which widget toolkit was used to create the application.

5.3. Installing Xorg

On FreeBSD, Xorg can be installed as a package or port.

The binary package can be installed quickly but with fewer options for customization:

# pkg install xorg

To build and install from the Ports Collection:

# cd /usr/ports/x11/xorg
# make install clean

Either of these installations results in the complete Xorg system being installed. Binary packages are the best option for most users.

A smaller version of the X system suitable for experienced users is available in x11/xorg-minimal. Most of the documents, libraries, and applications will not be installed. Some applications require these additional components to function.

5.4. Xorg Configuration

5.4.1. Quick Start

Xorg supports most common video cards, keyboards, and pointing devices.

Video cards, monitors, and input devices are automatically detected and do not require any manual configuration. Do not create xorg.conf or run a -configure step unless automatic configuration fails.

  1. If Xorg has been used on this computer before, move or remove any existing configuration files:

    # mv /etc/X11/xorg.conf ~/xorg.conf.etc
    # mv /usr/local/etc/X11/xorg.conf ~/xorg.conf.localetc
  2. Add the user who will run Xorg to the video or wheel group to enable 3D acceleration when available. To add user jru to whichever group is available:

    # pw groupmod video -m jru || pw groupmod wheel -m jru
  3. The TWM window manager is included by default. It is started when Xorg starts:

    % startx
  4. On some older versions of FreeBSD, the system console must be set to vt(4) before switching back to the text console will work properly. See Kernel Mode Setting (KMS).

5.4.2. User Group for Accelerated Video

Access to /dev/dri is needed to allow 3D acceleration on video cards. It is usually simplest to add the user who will be running X to either the video or wheel group. Here, pw(8) is used to add user slurms to the video group, or to the wheel group if there is no video group:

# pw groupmod video -m slurms || pw groupmod wheel -m slurms

5.4.3. Kernel Mode Setting (KMS)

When the computer switches from displaying the console to a higher screen resolution for X, it must set the video output mode. Recent versions of Xorg use a system inside the kernel to do these mode changes more efficiently. Older versions of FreeBSD use sc(4), which is not aware of the KMS system. The end result is that after closing X, the system console is blank, even though it is still working. The newer vt(4) console avoids this problem.

Add this line to /boot/loader.conf to enable vt(4):

kern.vty=vt

5.4.4. Configuration Files

Manual configuration is usually not necessary. Please do not manually create configuration files unless autoconfiguration does not work.

5.4.4.1. Directory

Xorg looks in several directories for configuration files. /usr/local/etc/X11/ is the recommended directory for these files on FreeBSD. Using this directory helps keep application files separate from operating system files.

Storing configuration files in the legacy /etc/X11/ still works. However, this mixes application files with the base FreeBSD files and is not recommended.

5.4.4.2. Single or Multiple Files

It is easier to use multiple files that each configure a specific setting than the traditional single xorg.conf. These files are stored in the xorg.conf.d/ subdirectory of the main configuration file directory. The full path is typically /usr/local/etc/X11/xorg.conf.d/.

Examples of these files are shown later in this section.

The traditional single xorg.conf still works, but is neither as clear nor as flexible as multiple files in the xorg.conf.d/ subdirectory.

5.4.5. Video Cards

The Ports framework provides the drm graphics drivers necessary for X11 operation on recent hardware. Users can use one of the following drivers available from graphics/drm-kmod. These drivers use interfaces in the kernel that are normally private. As such, it is strongly recommended that the drivers be built via the ports system via the PORTS_MODULES variable. With PORTS_MODULES, every time you build the kernel, the corresponding port(s) containing kernel modules are re-built against the updated sources. This ensures the kernel module stays in-sync with the kernel itself. The kernel and ports trees should be updated together for maximum compatibility. You can add PORTS_MODULES to your /etc/make.conf file to ensure all kernels you build rebuild this module. Advanced users can add it to their kernel config files with the makeoptions directive. If you run GENERIC and use freebsd-update, you can just build the graphics/drm-kmod or x11/nvidia-driver port after each freebsd-update install invocation.

/etc/make.conf

SYSDIR=path/to/src/sys
PORTS_MODULES=graphics/drm-kmod x11/nvidia-driver

This will rebuild everything, but can select one or the other depending on which GPU / graphics card you have.

Intel KMS driver, Radeon KMS driver, AMD KMS driver

2D and 3D acceleration is supported on most Intel KMS driver graphics cards provided by Intel.

Driver name: i915kms

2D and 3D acceleration is supported on most older Radeon KMS driver graphics cards provided by AMD.

Driver name: radeonkms

2D and 3D acceleration is supported on most newer AMD KMS driver graphics cards provided by AMD.

Driver name: amdgpu

Intel®

3D acceleration is supported on most Intel® graphics up to Ivy Bridge (HD Graphics 2500, 4000, and P4000), including Iron Lake (HD Graphics) and Sandy Bridge (HD Graphics 2000).

Driver name: intel

AMD® Radeon

2D and 3D acceleration is supported on Radeon cards up to and including the HD6000 series.

Driver name: radeon

NVIDIA

Several NVIDIA drivers are available in the x11 category of the Ports Collection. Install the driver that matches the video card.

Kernel support for NVIDIA cards is found in either the x11/nvidia-driver port or the x11/nvidia-driver-xxx port. Modern cards use the former. Legacy cards use the -xxx ports, where xxx is one of 304, 340 or 390 indicating the version of the driver. For those, fill in the -xxx using the Supported NVIDIA GPU Products page. This page lists the devices supported by different versions of the driver. Legacy drivers run on both i386 and amd64. The current driver only supports amd64. Read installation and configuration of NVIDIA driver for details. While we recommend this driver be rebuilt with each kernel rebuild for maximum safety, it uses almost no private kernel interfaces and is usually safe across kernel updates.

Hybrid Combination Graphics

Some notebook computers add additional graphics processing units to those built into the chipset or processor. Optimus combines Intel® and NVIDIA hardware. Switchable Graphics or Hybrid Graphics are a combination of an Intel® or AMD® processor and an AMD® Radeon GPU.

Implementations of these hybrid graphics systems vary, and Xorg on FreeBSD is not able to drive all versions of them.

Some computers provide a BIOS option to disable one of the graphics adapters or select a discrete mode which can be used with one of the standard video card drivers. For example, it is sometimes possible to disable the NVIDIA GPU in an Optimus system. The Intel® video can then be used with an Intel® driver.

BIOS settings depend on the model of computer. In some situations, both GPUs can be left enabled, but creating a configuration file that only uses the main GPU in the Device section is enough to make such a system functional.

Other Video Cards

Drivers for some less-common video cards can be found in the x11-drivers directory of the Ports Collection.

Cards that are not supported by a specific driver might still be usable with the x11-drivers/xf86-video-vesa driver. This driver is installed by x11/xorg. It can also be installed manually as x11-drivers/xf86-video-vesa. Xorg attempts to use this driver when a specific driver is not found for the video card.

x11-drivers/xf86-video-scfb is a similar nonspecialized video driver that works on many UEFI and ARM® computers.

Setting the Video Driver in a File

To set the Intel® driver in a configuration file:

Example 14. Select Intel® Video Driver in a File

/usr/local/etc/X11/xorg.conf.d/driver-intel.conf

Section "Device"
	Identifier "Card0"
	Driver     "intel"
	# BusID    "PCI:1:0:0"
EndSection

If more than one video card is present, the BusID identifier can be uncommented and set to select the desired card. A list of video card bus IDs can be displayed with pciconf -lv | grep -B3 display.

To set the Radeon driver in a configuration file:

Example 15. Select Radeon Video Driver in a File

/usr/local/etc/X11/xorg.conf.d/driver-radeon.conf

Section "Device"
	Identifier "Card0"
	Driver     "radeon"
EndSection

To set the VESA driver in a configuration file:

Example 16. Select VESA Video Driver in a File

/usr/local/etc/X11/xorg.conf.d/driver-vesa.conf

Section "Device"
	Identifier "Card0"
	Driver     "vesa"
EndSection

To set the scfb driver for use with a UEFI or ARM® computer:

Example 17. Select scfb Video Driver in a File

/usr/local/etc/X11/xorg.conf.d/driver-scfb.conf

Section "Device"
	Identifier "Card0"
	Driver     "scfb"
EndSection

5.4.6. Monitors

Almost all monitors support the Extended Display Identification Data standard (EDID). Xorg uses EDID to communicate with the monitor and detect the supported resolutions and refresh rates. Then it selects the most appropriate combination of settings to use with that monitor.

Other resolutions supported by the monitor can be chosen by setting the desired resolution in configuration files, or after the X server has been started with xrandr(1).

Using xrandr(1)

Run xrandr(1) without any parameters to see a list of video outputs and detected monitor modes:

% xrandr
Screen 0: minimum 320 x 200, current 3000 x 1920, maximum 8192 x 8192
DVI-0 connected primary 1920x1200+1080+0 (normal left inverted right x axis y axis) 495mm x 310mm
   1920x1200     59.95*+
   1600x1200     60.00
   1280x1024     85.02    75.02    60.02
   1280x960      60.00
   1152x864      75.00
   1024x768      85.00    75.08    70.07    60.00
   832x624       74.55
   800x600       75.00    60.32
   640x480       75.00    60.00
   720x400       70.08
DisplayPort-0 disconnected (normal left inverted right x axis y axis)
HDMI-0 disconnected (normal left inverted right x axis y axis)

This shows that the DVI-0 output is being used to display a screen resolution of 1920x1200 pixels at a refresh rate of about 60 Hz. Monitors are not attached to the DisplayPort-0 and HDMI-0 connectors.

Any of the other display modes can be selected with xrandr(1). For example, to switch to 1280x1024 at 60 Hz:

% xrandr --output DVI-0 --mode 1280x1024 --rate 60

A common task is using the external video output on a notebook computer for a video projector.

The type and quantity of output connectors varies between devices, and the name given to each output varies from driver to driver. What one driver calls HDMI-1, another might call HDMI1. So the first step is to run xrandr(1) to list all the available outputs:

% xrandr
Screen 0: minimum 320 x 200, current 1366 x 768, maximum 8192 x 8192
LVDS1 connected 1366x768+0+0 (normal left inverted right x axis y axis) 344mm x 193mm
   1366x768      60.04*+
   1024x768      60.00
   800x600       60.32    56.25
   640x480       59.94
VGA1 connected (normal left inverted right x axis y axis)
   1280x1024     60.02 +  75.02
   1280x960      60.00
   1152x864      75.00
   1024x768      75.08    70.07    60.00
   832x624       74.55
   800x600       72.19    75.00    60.32    56.25
   640x480       75.00    72.81    66.67    60.00
   720x400       70.08
HDMI1 disconnected (normal left inverted right x axis y axis)
DP1 disconnected (normal left inverted right x axis y axis)

Four outputs were found: the built-in panel LVDS1, and external VGA1, HDMI1, and DP1 connectors.

The projector has been connected to the VGA1 output. xrandr(1) is now used to set that output to the native resolution of the projector and add the additional space to the right side of the desktop:

% xrandr --output VGA1 --auto --right-of LVDS1

--auto chooses the resolution and refresh rate detected by EDID. If the resolution is not correctly detected, a fixed value can be given with --mode instead of the --auto statement. For example, most projectors can be used with a 1024x768 resolution, which is set with --mode 1024x768.

xrandr(1) is often run from .xinitrc to set the appropriate mode when X starts.

Setting Monitor Resolution in a File

To set a screen resolution of 1024x768 in a configuration file:

Example 18. Set Screen Resolution in a File

/usr/local/etc/X11/xorg.conf.d/screen-resolution.conf

Section "Screen"
	Identifier "Screen0"
	Device     "Card0"
	SubSection "Display"
	Modes      "1024x768"
	EndSubSection
EndSection

The few monitors that do not have EDID can be configured by setting HorizSync and VertRefresh to the range of frequencies supported by the monitor.

Example 19. Manually Setting Monitor Frequencies

/usr/local/etc/X11/xorg.conf.d/monitor0-freq.conf

Section "Monitor"
	Identifier   "Monitor0"
	HorizSync    30-83   # kHz
	VertRefresh  50-76   # Hz
EndSection

5.4.7. Input Devices

5.4.7.1. Keyboards
Keyboard Layout

The standardized location of keys on a keyboard is called a layout. Layouts and other adjustable parameters are listed in xkeyboard-config(7).

A United States layout is the default. To select an alternate layout, set the XkbLayout and XkbVariant options in an InputClass. This will be applied to all input devices that match the class.

This example selects a French keyboard layout.

Example 20. Setting a Keyboard Layout

/usr/local/etc/X11/xorg.conf.d/keyboard-fr.conf

Section	"InputClass"
	Identifier	"KeyboardDefaults"
	MatchIsKeyboard	"on"
	Option		"XkbLayout" "fr"
EndSection
Example 21. Setting Multiple Keyboard Layouts

Set United States, Spanish, and Ukrainian keyboard layouts. Cycle through these layouts by pressing Alt+Shift. x11/xxkb or x11/sbxkb can be used for improved layout switching control and current layout indicators.

/usr/local/etc/X11/xorg.conf.d/kbd-layout-multi.conf

Section	"InputClass"
	Identifier	"All Keyboards"
	MatchIsKeyboard	"yes"
	Option		"XkbLayout" "us, es, ua"
EndSection
Closing Xorg From the Keyboard

X can be closed with a combination of keys. By default, that key combination is not set because it conflicts with keyboard commands for some applications. Enabling this option requires changes to the keyboard InputDevice section:

Example 22. Enabling Keyboard Exit from X

/usr/local/etc/X11/xorg.conf.d/keyboard-zap.conf

Section	"InputClass"
	Identifier	"KeyboardDefaults"
	MatchIsKeyboard	"on"
	Option		"XkbOptions" "terminate:ctrl_alt_bksp"
EndSection
5.4.7.2. Mice and Pointing Devices

If using xorg-server 1.20.8 or later under FreeBSD 12.1 and not using moused(8), add kern.evdev.rcpt_mask=12 to /etc/sysctl.conf.

Many mouse parameters can be adjusted with configuration options. See mousedrv(4) for a full list.

Mouse Buttons

The number of buttons on a mouse can be set in the mouse InputDevice section of xorg.conf. To set the number of buttons to 7:

Example 23. Setting the Number of Mouse Buttons

/usr/local/etc/X11/xorg.conf.d/mouse0-buttons.conf

Section "InputDevice"
	Identifier  "Mouse0"
	Option      "Buttons" "7"
EndSection

5.4.8. Manual Configuration

In some cases, Xorg autoconfiguration does not work with particular hardware, or a different configuration is desired. For these cases, a custom configuration file can be created.

Do not create manual configuration files unless required. Unnecessary manual configuration can prevent proper operation.

A configuration file can be generated by Xorg based on the detected hardware. This file is often a useful starting point for custom configurations.

Generating an xorg.conf:

# Xorg -configure

The configuration file is saved to /root/xorg.conf.new. Make any changes desired, then test that file (using -retro so there is a visible background) with:

# Xorg -retro -config /root/xorg.conf.new

After the new configuration has been adjusted and tested, it can be split into smaller files in the normal location, /usr/local/etc/X11/xorg.conf.d/.

5.5. Using Fonts in Xorg

5.5.1. Type1 Fonts

The default fonts that ship with Xorg are less than ideal for typical desktop publishing applications. Large presentation fonts show up jagged and unprofessional looking, and small fonts are almost completely unintelligible. However, there are several free, high quality Type1 (PostScript®) fonts available which can be readily used with Xorg. For instance, the URW font collection (x11-fonts/urwfonts) includes high quality versions of standard type1 fonts (Times Roman™, Helvetica™, Palatino™ and others). The Freefonts collection (x11-fonts/freefonts) includes many more fonts, but most of them are intended for use in graphics software such as the Gimp, and are not complete enough to serve as screen fonts. In addition, Xorg can be configured to use TrueType® fonts with a minimum of effort. For more details on this, see the X(7) manual page or TrueType® Fonts.

To install the above Type1 font collections from binary packages, run the following commands:

# pkg install urwfonts

Alternatively, to build from the Ports Collection, run the following commands:

# cd /usr/ports/x11-fonts/urwfonts
# make install clean

And likewise with the freefont or other collections. To have the X server detect these fonts, add an appropriate line to the X server configuration file (/etc/X11/xorg.conf), which reads:

FontPath "/usr/local/shared/fonts/urwfonts/"

Alternatively, at the command line in the X session run:

% xset fp+ /usr/local/shared/fonts/urwfonts
% xset fp rehash

This will work but will be lost when the X session is closed, unless it is added to the startup file (~/.xinitrc for a normal startx session, or ~/.xsession when logging in through a graphical login manager like XDM). A third way is to use the new /usr/local/etc/fonts/local.conf as demonstrated in Anti-Aliased Fonts.

5.5.2. TrueType® Fonts

Xorg has built in support for rendering TrueType® fonts. There are two different modules that can enable this functionality. The freetype module is used in this example because it is more consistent with the other font rendering back-ends. To enable the freetype module just add the following line to the "Module" section of /etc/X11/xorg.conf.

Load  "freetype"

Now make a directory for the TrueType® fonts (for example, /usr/local/shared/fonts/TrueType) and copy all of the TrueType® fonts into this directory. Keep in mind that TrueType® fonts cannot be directly taken from an Apple® Mac®; they must be in UNIX®/MS-DOS®/Windows® format for use by Xorg. Once the files have been copied into this directory, use mkfontscale to create a fonts.dir, so that the X font renderer knows that these new files have been installed. mkfontscale can be installed as a package:

# pkg install mkfontscale

Then create an index of X font files in a directory:

# cd /usr/local/shared/fonts/TrueType
# mkfontscale

Now add the TrueType® directory to the font path. This is just the same as described in Type1 Fonts:

% xset fp+ /usr/local/shared/fonts/TrueType
% xset fp rehash

or add a FontPath line to xorg.conf.

Now Gimp, LibreOffice, and all of the other X applications should now recognize the installed TrueType® fonts. Extremely small fonts (as with text in a high resolution display on a web page) and extremely large fonts (within LibreOffice) will look much better now.

5.5.3. Anti-Aliased Fonts

All fonts in Xorg that are found in /usr/local/shared/fonts/ and ~/.fonts/ are automatically made available for anti-aliasing to Xft-aware applications. Most recent applications are Xft-aware, including KDE, GNOME, and Firefox.

To control which fonts are anti-aliased, or to configure anti-aliasing properties, create (or edit, if it already exists) the file /usr/local/etc/fonts/local.conf. Several advanced features of the Xft font system can be tuned using this file; this section describes only some simple possibilities. For more details, please see fonts-conf(5).

This file must be in XML format. Pay careful attention to case, and make sure all tags are properly closed. The file begins with the usual XML header followed by a DOCTYPE definition, and then the <fontconfig> tag:

<?xml version="1.0"?>
      <!DOCTYPE fontconfig SYSTEM "fonts.dtd">
      <fontconfig>

As previously stated, all fonts in /usr/local/shared/fonts/ as well as ~/.fonts/ are already made available to Xft-aware applications. To add another directory outside of these two directory trees, add a line like this to /usr/local/etc/fonts/local.conf:

<dir>/path/to/my/fonts</dir>

After adding new fonts, and especially new font directories, rebuild the font caches:

# fc-cache -f

Anti-aliasing makes borders slightly fuzzy, which makes very small text more readable and removes "staircases" from large text, but can cause eyestrain if applied to normal text. To exclude font sizes smaller than 14 point from anti-aliasing, include these lines:

        <match target="font">
	    <test name="size" compare="less">
		<double>14</double>
	    </test>
	    <edit name="antialias" mode="assign">
		<bool>false</bool>
	    </edit>
	</match>
	<match target="font">
	    <test name="pixelsize" compare="less" qual="any">
		<double>14</double>
	    </test>
	    <edit mode="assign" name="antialias">
		<bool>false</bool>
	    </edit>
	</match>

Spacing for some monospaced fonts might also be inappropriate with anti-aliasing. This seems to be an issue with KDE, in particular. One possible fix is to force the spacing for such fonts to be 100. Add these lines:

	<match target="pattern" name="family">
	   <test qual="any" name="family">
	       <string>fixed</string>
	   </test>
	   <edit name="family" mode="assign">
	       <string>mono</string>
	   </edit>
	</match>
	<match target="pattern" name="family">
	    <test qual="any" name="family">
		<string>console</string>
	    </test>
	    <edit name="family" mode="assign">
		<string>mono</string>
	    </edit>
	</match>

(this aliases the other common names for fixed fonts as "mono"), and then add:

         <match target="pattern" name="family">
	     <test qual="any" name="family">
		 <string>mono</string>
	     </test>
	     <edit name="spacing" mode="assign">
		 <int>100</int>
	     </edit>
	 </match>

Certain fonts, such as Helvetica, may have a problem when anti-aliased. Usually this manifests itself as a font that seems cut in half vertically. At worst, it may cause applications to crash. To avoid this, consider adding the following to local.conf:

         <match target="pattern" name="family">
	     <test qual="any" name="family">
		 <string>Helvetica</string>
	     </test>
	     <edit name="family" mode="assign">
		 <string>sans-serif</string>
	     </edit>
	 </match>

After editing local.conf, make certain to end the file with the </fontconfig> tag. Not doing this will cause changes to be ignored.

Users can add personalized settings by creating their own ~/.config/fontconfig/fonts.conf. This file uses the same XML format described above.

One last point: with an LCD screen, sub-pixel sampling may be desired. This basically treats the (horizontally separated) red, green and blue components separately to improve the horizontal resolution; the results can be dramatic. To enable this, add the line somewhere in local.conf:

	 <match target="font">
	     <test qual="all" name="rgba">
		 <const>unknown</const>
	     </test>
	     <edit name="rgba" mode="assign">
		 <const>rgb</const>
	     </edit>
	 </match>

Depending on the sort of display, rgb may need to be changed to bgr, vrgb or vbgr: experiment and see which works best.

5.6. The X Display Manager

Xorg provides an X Display Manager, XDM, which can be used for login session management. XDM provides a graphical interface for choosing which display server to connect to and for entering authorization information such as a login and password combination.

This section demonstrates how to configure the X Display Manager on FreeBSD. Some desktop environments provide their own graphical login manager. Refer to GNOME for instructions on how to configure the GNOME Display Manager and KDE for instructions on how to configure the KDE Display Manager.

5.6.1. Configuring XDM

To install XDM, use the x11/xdm package or port. Once installed, XDM can be configured to run when the machine boots up by adding the following line to /etc/rc.conf:

xdm_enable="YES"

XDM will run on the ninth virtual terminal by default.

The XDM configuration directory is located in /usr/local/etc/X11/xdm. This directory contains several files used to change the behavior and appearance of XDM, as well as a few scripts and programs used to set up the desktop when XDM is running. XDM Configuration Files summarizes the function of each of these files. The exact syntax and usage of these files is described in xdm(1).

Table 7. XDM Configuration Files
FileDescription

Xaccess

The protocol for connecting to XDM is called the X Display Manager Connection Protocol (XDMCP). This file is a client authorization ruleset for controlling XDMCP connections from remote machines. By default, this file does not allow any remote clients to connect.

Xresources

This file controls the look and feel of the XDM display chooser and login screens. The default configuration is a simple rectangular login window with the hostname of the machine displayed at the top in a large font and "Login:" and "Password:" prompts below. The format of this file is identical to the app-defaults file described in the Xorg documentation.

Xservers

The list of local and remote displays the chooser should provide as login choices.

Xsession

Default session script for logins which is run by XDM after a user has logged in. This points to a customized session script in ~/.xsession.

Xsetup_*

Script to automatically launch applications before displaying the chooser or login interfaces. There is a script for each display being used, named Xsetup_*, where * is the local display number. Typically these scripts run one or two programs in the background such as xconsole.

xdm-config

Global configuration for all displays running on this machine.

xdm-errors

Contains errors generated by the server program. If a display that XDM is trying to start hangs, look at this file for error messages. These messages are also written to the user’s ~/.xsession-errors on a per-session basis.

xdm-pid

The running process ID of XDM.

5.6.2. Configuring Remote Access

By default, only users on the same system can login using XDM. To enable users on other systems to connect to the display server, edit the access control rules and enable the connection listener.

To configure XDM to listen for any remote connection, comment out the DisplayManager.requestPort line in /usr/local/etc/X11/xdm/xdm-config by putting a ! in front of it:

! SECURITY: do not listen for XDMCP or Chooser requests
! Comment out this line if you want to manage X terminals with xdm
DisplayManager.requestPort:     0

Save the edits and restart XDM. To restrict remote access, look at the example entries in /usr/local/etc/X11/xdm/Xaccess and refer to xdm(1) for further information.

5.7. Desktop Environments

This section describes how to install three popular desktop environments on a FreeBSD system. A desktop environment can range from a simple window manager to a complete suite of desktop applications. Over a hundred desktop environments are available in the x11-wm category of the Ports Collection.

5.7.1. GNOME

GNOME is a user-friendly desktop environment. It includes a panel for starting applications and displaying status, a desktop, a set of tools and applications, and a set of conventions that make it easy for applications to cooperate and be consistent with each other. More information regarding GNOME on FreeBSD can be found at https://www.FreeBSD.org/gnome. That web site contains additional documentation about installing, configuring, and managing GNOME on FreeBSD.

This desktop environment can be installed from a package:

# pkg install gnome3

To instead build GNOME from ports, use the following command. GNOME is a large application and will take some time to compile, even on a fast computer.

# cd /usr/ports/x11/gnome3
# make install clean

GNOME requires /proc to be mounted. Add this line to /etc/fstab to mount this file system automatically during system startup:

proc           /proc       procfs  rw  0   0

GNOME uses D-Bus for a message bus and hardware abstraction. These applications are automatically installed as dependencies of GNOME. Enable them in /etc/rc.conf so they will be started when the system boots:

dbus_enable="YES"

After installation, configure Xorg to start GNOME. The easiest way to do this is to enable the GNOME Display Manager, GDM, which is installed as part of the GNOME package or port. It can be enabled by adding this line to /etc/rc.conf:

gdm_enable="YES"

It is often desirable to also start all GNOME services. To achieve this, add a second line to /etc/rc.conf:

gnome_enable="YES"

GDM will start automatically when the system boots.

A second method for starting GNOME is to type startx from the command-line after configuring ~/.xinitrc. If this file already exists, replace the line that starts the current window manager with one that starts /usr/local/bin/gnome-session. If this file does not exist, create it with this command:

% echo "exec /usr/local/bin/gnome-session" > ~/.xinitrc

A third method is to use XDM as the display manager. In this case, create an executable ~/.xsession:

% echo "exec /usr/local/bin/gnome-session" > ~/.xsession

5.7.2. KDE

KDE is another easy-to-use desktop environment. This desktop provides a suite of applications with a consistent look and feel, a standardized menu and toolbars, keybindings, color-schemes, internationalization, and a centralized, dialog-driven desktop configuration. More information on KDE can be found at http://www.kde.org/. For FreeBSD-specific information, consult http://freebsd.kde.org.

To install the KDE package, type:

# pkg install x11/kde5

To instead build the KDE port, use the following command. Installing the port will provide a menu for selecting which components to install. KDE is a large application and will take some time to compile, even on a fast computer.

# cd /usr/ports/x11/kde5
# make install clean

KDE requires /proc to be mounted. Add this line to /etc/fstab to mount this file system automatically during system startup:

proc           /proc       procfs  rw  0   0

KDE uses D-Bus for a message bus and hardware abstraction. These applications are automatically installed as dependencies of KDE. Enable them in /etc/rc.conf so they will be started when the system boots:

dbus_enable="YES"

Since KDE Plasma 5, the KDE Display Manager, KDM is no longer developed. A possible replacement is SDDM. To install it, type:

# pkg install x11/sddm

Add this line to /etc/rc.conf:

sddm_enable="YES"

A second method for launching KDE Plasma is to type startx from the command line. For this to work, the following line is needed in ~/.xinitrc:

exec ck-launch-session startplasma-x11

A third method for starting KDE Plasma is through XDM. To do so, create an executable ~/.xsession as follows:

% echo "exec ck-launch-session startplasma-x11" > ~/.xsession

Once KDE Plasma is started, refer to its built-in help system for more information on how to use its various menus and applications.

5.7.3. Xfce

Xfce is a desktop environment based on the GTK+ toolkit used by GNOME. However, it is more lightweight and provides a simple, efficient, easy-to-use desktop. It is fully configurable, has a main panel with menus, applets, and application launchers, provides a file manager and sound manager, and is themeable. Since it is fast, light, and efficient, it is ideal for older or slower machines with memory limitations. More information on Xfce can be found at http://www.xfce.org.

To install the Xfce package:

# pkg install xfce

Alternatively, to build the port:

# cd /usr/ports/x11-wm/xfce4
# make install clean

Xfce uses D-Bus for a message bus. This application is automatically installed as dependency of Xfce. Enable it in /etc/rc.conf so it will be started when the system boots:

dbus_enable="YES"

Unlike GNOME or KDE, Xfce does not provide its own login manager. In order to start Xfce from the command line by typing startx, first create ~/.xinitrc with this command:

% echo ". /usr/local/etc/xdg/xfce4/xinitrc" > ~/.xinitrc

An alternate method is to use XDM. To configure this method, create an executable ~/.xsession:

% echo ". /usr/local/etc/xdg/xfce4/xinitrc" > ~/.xsession

5.8. Installing Compiz Fusion

One way to make using a desktop computer more pleasant is with nice 3D effects.

Installing the Compiz Fusion package is easy, but configuring it requires a few steps that are not described in the port’s documentation.

5.8.1. Setting up the FreeBSD nVidia Driver

Desktop effects can cause quite a load on the graphics card. For an nVidia-based graphics card, the proprietary driver is required for good performance. Users of other graphics cards can skip this section and continue with the xorg.conf configuration.

To determine which nVidia driver is needed see the FAQ question on the subject.

Having determined the correct driver to use for your card, installation is as simple as installing any other package.

For example, to install the latest driver:

# pkg install x11/nvidia-driver

The driver will create a kernel module, which needs to be loaded at system startup. Add the following line to /boot/loader.conf:

nvidia_load="YES"

To immediately load the kernel module into the running kernel issue a command like kldload nvidia. However, it has been noted that some versions of Xorg will not function properly if the driver is not loaded at boot time. After editing /boot/loader.conf, a reboot is recommended.

With the kernel module loaded, you normally only need to change a single line in xorg.conf to enable the proprietary driver:

Find the following line in /etc/X11/xorg.conf:

Driver      "nv"

and change it to:

Driver      "nvidia"

Start the GUI as usual, and you should be greeted by the nVidia splash. Everything should work as usual.

5.8.2. Configuring xorg.conf for Desktop Effects

To enable Compiz Fusion, /etc/X11/xorg.conf needs to be modified:

Add the following section to enable composite effects:

Section "Extensions"
    Option         "Composite" "Enable"
EndSection

Locate the "Screen" section which should look similar to the one below:

Section "Screen"
    Identifier     "Screen0"
    Device         "Card0"
    Monitor        "Monitor0"
    ...

and add the following two lines (after "Monitor" will do):

DefaultDepth    24
Option         "AddARGBGLXVisuals" "True"

Locate the "Subsection" that refers to the screen resolution that you wish to use. For example, if you wish to use 1280x1024, locate the section that follows. If the desired resolution does not appear in any subsection, you may add the relevant entry by hand:

SubSection     "Display"
    Viewport    0 0
    Modes      "1280x1024"
EndSubSection

A color depth of 24 bits is needed for desktop composition, change the above subsection to:

SubSection     "Display"
    Viewport    0 0
    Depth       24
    Modes      "1280x1024"
EndSubSection

Finally, confirm that the "glx" and "extmod" modules are loaded in the "Module" section:

Section "Module"
    Load           "extmod"
    Load           "glx"
    ...

The preceding can be done automatically with x11/nvidia-xconfig by running (as root):

# nvidia-xconfig --add-argb-glx-visuals
# nvidia-xconfig --composite
# nvidia-xconfig --depth=24

5.8.3. Installing and Configuring Compiz Fusion

Installing Compiz Fusion is as simple as any other package:

# pkg install x11-wm/compiz-fusion

When the installation is finished, start your graphic desktop and at a terminal, enter the following commands (as a normal user):

% compiz --replace --sm-disable --ignore-desktop-hints ccp &
% emerald --replace &

Your screen will flicker for a few seconds, as your window manager (e.g., Metacity if you are using GNOME) is replaced by Compiz Fusion. Emerald takes care of the window decorations (i.e., close, minimize, maximize buttons, title bars and so on).

You may convert this to a trivial script and have it run at startup automatically (e.g., by adding to "Sessions" in a GNOME desktop):

#! /bin/sh
compiz --replace --sm-disable --ignore-desktop-hints ccp &
emerald --replace &

Save this in your home directory as, for example, start-compiz and make it executable:

% chmod +x ~/start-compiz

Then use the GUI to add it to Startup Programs (located in System, Preferences, Sessions on a GNOME desktop).

To actually select all the desired effects and their settings, execute (again as a normal user) the Compiz Config Settings Manager:

% ccsm

In GNOME, this can also be found in the System, Preferences menu.

If you have selected "gconf support" during the build, you will also be able to view these settings using gconf-editor under apps/compiz.

5.9. Troubleshooting

If the mouse does not work, you will need to first configure it before proceeding. In recent Xorg versions, the InputDevice sections in xorg.conf are ignored in favor of the autodetected devices. To restore the old behavior, add the following line to the ServerLayout or ServerFlags section of this file:

Option "AutoAddDevices" "false"

Input devices may then be configured as in previous versions, along with any other options needed (e.g., keyboard layout switching).

As previously explained the hald daemon will, by default, automatically detect your keyboard. There are chances that your keyboard layout or model will not be correct, desktop environments like GNOME, KDE or Xfce provide tools to configure the keyboard. However, it is possible to set the keyboard properties directly either with the help of the setxkbmap(1) utility or with a hald’s configuration rule.

For example if, one wants to use a PC 102 keys keyboard coming with a french layout, we have to create a keyboard configuration file for hald called x11-input.fdi and saved in the /usr/local/etc/hal/fdi/policy directory. This file should contain the following lines:

<?xml version="1.0" encoding="utf-8"?>
<deviceinfo version="0.2">
  <device>
    <match key="info.capabilities" contains="input.keyboard">
	  <merge key="input.x11_options.XkbModel" type="string">pc102</merge>
	  <merge key="input.x11_options.XkbLayout" type="string">fr</merge>
    </match>
  </device>
</deviceinfo>

If this file already exists, just copy and add to your file the lines regarding the keyboard configuration.

You will have to reboot your machine to force hald to read this file.

It is possible to do the same configuration from an X terminal or a script with this command line:

% setxkbmap -model pc102 -layout fr

/usr/local/shared/X11/xkb/rules/base.lst lists the various keyboard, layouts and options available.

The xorg.conf.new configuration file may now be tuned to taste. Open the file in a text editor such as emacs(1) or ee(1). If the monitor is an older or unusual model that does not support autodetection of sync frequencies, those settings can be added to xorg.conf.new under the "Monitor" section:

Section "Monitor"
	Identifier   "Monitor0"
	VendorName   "Monitor Vendor"
	ModelName    "Monitor Model"
	HorizSync    30-107
	VertRefresh  48-120
EndSection

Most monitors support sync frequency autodetection, making manual entry of these values unnecessary. For the few monitors that do not support autodetection, avoid potential damage by only entering values provided by the manufacturer.

X allows DPMS (Energy Star) features to be used with capable monitors. The xset(1) program controls the time-outs and can force standby, suspend, or off modes. If you wish to enable DPMS features for your monitor, you must add the following line to the monitor section:

Option       "DPMS"

While the xorg.conf.new configuration file is still open in an editor, select the default resolution and color depth desired. This is defined in the "Screen" section:

Section "Screen"
	Identifier "Screen0"
	Device     "Card0"
	Monitor    "Monitor0"
	DefaultDepth 24
	SubSection "Display"
		Viewport  0 0
		Depth     24
		Modes     "1024x768"
	EndSubSection
EndSection

The DefaultDepth keyword describes the color depth to run at by default. This can be overridden with the -depth command line switch to Xorg(1). The Modes keyword describes the resolution to run at for the given color depth. Note that only VESA standard modes are supported as defined by the target system’s graphics hardware. In the example above, the default color depth is twenty-four bits per pixel. At this color depth, the accepted resolution is 1024 by 768 pixels.

Finally, write the configuration file and test it using the test mode given above.

One of the tools available to assist you during troubleshooting process are the Xorg log files, which contain information on each device that the Xorg server attaches to. Xorg log file names are in the format of /var/log/Xorg.0.log. The exact name of the log can vary from Xorg.0.log to Xorg.8.log and so forth.

If all is well, the configuration file needs to be installed in a common location where Xorg(1) can find it. This is typically /etc/X11/xorg.conf or /usr/local/etc/X11/xorg.conf.

# cp xorg.conf.new /etc/X11/xorg.conf

The Xorg configuration process is now complete. Xorg may be now started with the startx(1) utility. The Xorg server may also be started with the use of xdm(1).

5.9.1. Configuration with Intel® i810 Graphics Chipsets

Configuration with Intel® i810 integrated chipsets requires the agpgart AGP programming interface for Xorg to drive the card. See the agp(4) driver manual page for more information.

This will allow configuration of the hardware as any other graphics board. Note on systems without the agp(4) driver compiled in the kernel, trying to load the module with kldload(8) will not work. This driver has to be in the kernel at boot time through being compiled in or using /boot/loader.conf.

5.9.2. Adding a Widescreen Flatpanel to the Mix

This section assumes a bit of advanced configuration knowledge. If attempts to use the standard configuration tools above have not resulted in a working configuration, there is information enough in the log files to be of use in getting the setup working. Use of a text editor will be necessary.

Current widescreen (WSXGA, WSXGA+, WUXGA, WXGA, WXGA+, et.al.) formats support 16:10 and 10:9 formats or aspect ratios that can be problematic. Examples of some common screen resolutions for 16:10 aspect ratios are:

  • 2560x1600

  • 1920x1200

  • 1680x1050

  • 1440x900

  • 1280x800

At some point, it will be as easy as adding one of these resolutions as a possible Mode in the Section "Screen" as such:

Section "Screen"
Identifier "Screen0"
Device     "Card0"
Monitor    "Monitor0"
DefaultDepth 24
SubSection "Display"
	Viewport  0 0
	Depth     24
	Modes     "1680x1050"
EndSubSection
EndSection

Xorg is smart enough to pull the resolution information from the widescreen via I2C/DDC information so it knows what the monitor can handle as far as frequencies and resolutions.

If those ModeLines do not exist in the drivers, one might need to give Xorg a little hint. Using /var/log/Xorg.0.log one can extract enough information to manually create a ModeLine that will work. Simply look for information resembling this:

(II) MGA(0): Supported additional Video Mode:
(II) MGA(0): clock: 146.2 MHz   Image Size:  433 x 271 mm
(II) MGA(0): h_active: 1680  h_sync: 1784  h_sync_end 1960 h_blank_end 2240 h_border: 0
(II) MGA(0): v_active: 1050  v_sync: 1053  v_sync_end 1059 v_blanking: 1089 v_border: 0
(II) MGA(0): Ranges: V min: 48  V max: 85 Hz, H min: 30  H max: 94 kHz, PixClock max 170 MHz

This information is called EDID information. Creating a ModeLine from this is just a matter of putting the numbers in the correct order:

ModeLine <name> <clock> <4 horiz. timings> <4 vert. timings>

So that the ModeLine in Section "Monitor" for this example would look like this:

Section "Monitor"
Identifier      "Monitor1"
VendorName      "Bigname"
ModelName       "BestModel"
ModeLine        "1680x1050" 146.2 1680 1784 1960 2240 1050 1053 1059 1089
Option          "DPMS"
EndSection

Now having completed these simple editing steps, X should start on your new widescreen monitor.

5.9.3. Troubleshooting Compiz Fusion

5.9.3.1. I have installed Compiz Fusion, and after running the commands you mention, my windows are left without title bars and buttons. What is wrong?

You are probably missing a setting in /etc/X11/xorg.conf. Review this file carefully and check especially the DefaultDepth and AddARGBGLXVisuals directives.

5.9.3.2. When I run the command to start Compiz Fusion, the X server crashes and I am back at the console. What is wrong?

If you check /var/log/Xorg.0.log, you will probably find error messages during the X startup. The most common would be:

(EE) NVIDIA(0):     Failed to initialize the GLX module; please check in your X
(EE) NVIDIA(0):     log file that the GLX module has been loaded in your X
(EE) NVIDIA(0):     server, and that the module is the NVIDIA GLX module.  If
(EE) NVIDIA(0):     you continue to encounter problems, Please try
(EE) NVIDIA(0):     reinstalling the NVIDIA driver.

This is usually the case when you upgrade Xorg. You will need to reinstall the x11/nvidia-driver package so glx is built again.

Part II: Common Tasks

Now that the basics have been covered, this part of the book discusses some frequently used features of FreeBSD. These chapters:

  • Introduce popular and useful desktop applications: browsers, productivity tools, document viewers, and more.

  • Introduce a number of multimedia tools available for FreeBSD.

  • Explain the process of building a customized FreeBSD kernel to enable extra functionality.

  • Describe the print system in detail, both for desktop and network-connected printer setups.

  • Show how to run Linux applications on the FreeBSD system.

Some of these chapters recommend prior reading, and this is noted in the synopsis at the beginning of each chapter.

Chapter 6. Desktop Applications

6.1. Synopsis

While FreeBSD is popular as a server for its performance and stability, it is also suited for day-to-day use as a desktop. With over 36000 applications available as FreeBSD packages or ports, it is easy to build a customized desktop that runs a wide variety of desktop applications. This chapter demonstrates how to install numerous desktop applications, including web browsers, productivity software, document viewers, and financial software.

Users who prefer to install a pre-built desktop version of FreeBSD rather than configuring one from scratch should refer to GhostBSD, MidnightBSD or NomadBSD.

Readers of this chapter should know how to:

For information on how to configure a multimedia environment, refer to Multimedia.

6.2. Browsers

FreeBSD does not come with a pre-installed web browser. Instead, the www category of the Ports Collection contains many browsers which can be installed as a package or compiled from the Ports Collection.

The KDE and GNOME desktop environments include their own HTML browser. Refer to “Desktop Environments” for more information on how to set up these complete desktops.

Some lightweight browsers include www/dillo2, www/links, and www/w3m.

This section demonstrates how to install the following popular web browsers and indicates if the application is resource-heavy, takes time to compile from ports, or has any major dependencies.

Application NameResources NeededInstallation from PortsNotes

Firefox

medium

heavy

FreeBSD, Linux®, and localized versions are available

Konqueror

medium

heavy

Requires KDE libraries

Chromium

medium

heavy

Requires Gtk+

6.2.1. Firefox

Firefox is an open source browser that features a standards-compliant HTML display engine, tabbed browsing, popup blocking, extensions, improved security, and more. Firefox is based on the Mozilla codebase.

To install the package of the latest release version of Firefox, type:

# pkg install firefox

To instead install Firefox Extended Support Release (ESR) version, use:

# pkg install firefox-esr

The Ports Collection can instead be used to compile the desired version of Firefox from source code. This example builds www/firefox, where firefox can be replaced with the ESR or localized version to install.

# cd /usr/ports/www/firefox
# make install clean

6.2.2. Konqueror

Konqueror is more than a web browser as it is also a file manager and a multimedia viewer. Supports WebKit as well as its own KHTML. WebKit is a rendering engine used by many modern browsers including Chromium.

Konqueror can be installed as a package by typing:

# pkg install konqueror

To install from the Ports Collection:

# cd /usr/ports/x11-fm/konqueror/
# make install clean

6.2.3. Chromium

Chromium is an open source browser project that aims to build a safer, faster, and more stable web browsing experience. Chromium features tabbed browsing, popup blocking, extensions, and much more. Chromium is the open source project upon which the Google Chrome web browser is based.

Chromium can be installed as a package by typing:

# pkg install chromium

Alternatively, Chromium can be compiled from source using the Ports Collection:

# cd /usr/ports/www/chromium
# make install clean

The executable for Chromium is /usr/local/bin/chrome, not /usr/local/bin/chromium.

6.3. Productivity

When it comes to productivity, users often look for an office suite or an easy-to-use word processor. While some desktop environments like KDE provide an office suite, there is no default productivity package. Several office suites and graphical word processors are available for FreeBSD, regardless of the installed window manager.

This section demonstrates how to install the following popular productivity software and indicates if the application is resource-heavy, takes time to compile from ports, or has any major dependencies.

Application NameResources NeededInstallation from PortsMajor Dependencies

Calligra

light

heavy

KDE

AbiWord

light

light

Gtk+ or GNOME

The Gimp

light

heavy

Gtk+

Apache OpenOffice

heavy

huge

JDK™ and Mozilla

LibreOffice

somewhat heavy

huge

Gtk+, or KDE/ GNOME, or JDK™

6.3.1. Calligra

The KDE desktop environment includes an office suite which can be installed separately from KDE. Calligra includes standard components that can be found in other office suites. Words is the word processor, Sheets is the spreadsheet program, Stage manages slide presentations, and Karbon is used to draw graphical documents.

In FreeBSD, editors/calligra can be installed as a package or a port. To install the package:

# pkg install calligra

If the package is not available, use the Ports Collection instead:

# cd /usr/ports/editors/calligra
# make install clean

6.3.2. AbiWord

AbiWord is a free word processing program similar in look and feel to Microsoft® Word. It is fast, contains many features, and is user-friendly.

AbiWord can import or export many file formats, including some proprietary ones like Microsoft® .rtf.

To install the AbiWord package:

# pkg install abiword

If the package is not available, it can be compiled from the Ports Collection:

# cd /usr/ports/editors/abiword
# make install clean

6.3.3. The GIMP

For image authoring or picture retouching, The GIMP provides a sophisticated image manipulation program. It can be used as a simple paint program or as a quality photo retouching suite. It supports a large number of plugins and features a scripting interface. The GIMP can read and write a wide range of file formats and supports interfaces with scanners and tablets.

To install the package:

# pkg install gimp

Alternately, use the Ports Collection:

# cd /usr/ports/graphics/gimp
# make install clean

The graphics category (freebsd.org/ports/graphics/) of the Ports Collection contains several GIMP-related plugins, help files, and user manuals.

6.3.4. Apache OpenOffice

Apache OpenOffice is an open source office suite which is developed under the wing of the Apache Software Foundation’s Incubator. It includes all of the applications found in a complete office productivity suite: a word processor, spreadsheet, presentation manager, and drawing program. Its user interface is similar to other office suites, and it can import and export in various popular file formats. It is available in a number of different languages and internationalization has been extended to interfaces, spell checkers, and dictionaries.

The word processor of Apache OpenOffice uses a native XML file format for increased portability and flexibility. The spreadsheet program features a macro language which can be interfaced with external databases. Apache OpenOffice is stable and runs natively on Windows®, Solaris™, Linux®, FreeBSD, and Mac OS® X. More information about Apache OpenOffice can be found at openoffice.org. For FreeBSD specific information refer to porting.openoffice.org/freebsd/.

To install the Apache OpenOffice package:

# pkg install apache-openoffice

Once the package is installed, type the following command to launch Apache OpenOffice:

% openoffice-X.Y.Z

where X.Y.Z is the version number of the installed version of Apache OpenOffice. The first time Apache OpenOffice launches, some questions will be asked and a .openoffice.org folder will be created in the user’s home directory.

If the desired Apache OpenOffice package is not available, compiling the port is still an option. However, this requires a lot of disk space and a fairly long time to compile:

# cd /usr/ports/editors/openoffice-4
# make install clean

To build a localized version, replace the previous command with:

# make LOCALIZED_LANG=your_language install clean

Replace your_language with the correct language ISO-code. A list of supported language codes is available in files/Makefile.localized, located in the port’s directory.

6.3.5. LibreOffice

LibreOffice is a free software office suite developed by documentfoundation.org. It is compatible with other major office suites and available on a variety of platforms. It is a rebranded fork of Apache OpenOffice and includes applications found in a complete office productivity suite: a word processor, spreadsheet, presentation manager, drawing program, database management program, and a tool for creating and editing mathematical formulæ. It is available in a number of different languages and internationalization has been extended to interfaces, spell checkers, and dictionaries.

The word processor of LibreOffice uses a native XML file format for increased portability and flexibility. The spreadsheet program features a macro language which can be interfaced with external databases. LibreOffice is stable and runs natively on Windows®, Linux®, FreeBSD, and Mac OS® X. More information about LibreOffice can be found at libreoffice.org.

To install the English version of the LibreOffice package:

# pkg install libreoffice

The editors category (freebsd.org/ports/editors/) of the Ports Collection contains several localizations for LibreOffice. When installing a localized package, replace libreoffice with the name of the localized package.

Once the package is installed, type the following command to run LibreOffice:

% libreoffice

During the first launch, some questions will be asked and a .libreoffice folder will be created in the user’s home directory.

If the desired LibreOffice package is not available, compiling the port is still an option. However, this requires a lot of disk space and a fairly long time to compile. This example compiles the English version:

# cd /usr/ports/editors/libreoffice
# make install clean

To build a localized version, cd into the port directory of the desired language. Supported languages can be found in the editors category (freebsd.org/ports/editors/) of the Ports Collection.

6.4. Document Viewers

Some new document formats have gained popularity since the advent of UNIX® and the viewers they require may not be available in the base system. This section demonstrates how to install the following document viewers:

Application NameResources NeededInstallation from PortsMajor Dependencies

Xpdf

light

light

FreeType

gv

light

light

Xaw3d

Geeqie

light

light

Gtk+ or GNOME

ePDFView

light

light

Gtk+

Okular

light

heavy

KDE

6.4.1. Xpdf

For users that prefer a small FreeBSD PDF viewer, Xpdf provides a light-weight and efficient viewer which requires few resources. It uses the standard X fonts and does not require any additional toolkits.

To install the Xpdf package:

# pkg install xpdf

If the package is not available, use the Ports Collection:

# cd /usr/ports/graphics/xpdf
# make install clean

Once the installation is complete, launch xpdf and use the right mouse button to activate the menu.

6.4.2. gv

gv is a PostScript® and PDF viewer. It is based on ghostview, but has a nicer look as it is based on the Xaw3d widget toolkit. gv has many configurable features, such as orientation, paper size, scale, and anti-aliasing. Almost any operation can be performed with either the keyboard or the mouse.

To install gv as a package:

# pkg install gv

If a package is unavailable, use the Ports Collection:

# cd /usr/ports/print/gv
# make install clean

6.4.3. Geeqie

Geeqie is a fork from the unmaintained GQView project, in an effort to move development forward and integrate the existing patches. Geeqie is an image manager which supports viewing a file with a single click, launching an external editor, and thumbnail previews. It also features a slideshow mode and some basic file operations, making it easy to manage image collections and to find duplicate files. Geeqie supports full screen viewing and internationalization.

To install the Geeqie package:

# pkg install geeqie

If the package is not available, use the Ports Collection:

# cd /usr/ports/graphics/geeqie
# make install clean

6.4.4. ePDFView

ePDFView is a lightweight PDF document viewer that only uses the Gtk+ and Poppler libraries. It is currently under development, but already opens most PDF files (even encrypted), save copies of documents, and has support for printing using CUPS.

To install ePDFView as a package:

# pkg install epdfview

If a package is unavailable, use the Ports Collection:

# cd /usr/ports/graphics/epdfview
# make install clean

6.4.5. Okular

Okular is a universal document viewer based on KPDF for KDE. It can open many document formats, including PDF, PostScript®, DjVu, CHM, XPS, and ePub.

To install Okular as a package:

# pkg install okular

If a package is unavailable, use the Ports Collection:

# cd /usr/ports/graphics/okular
# make install clean

6.5. Finance

For managing personal finances on a FreeBSD desktop, some powerful and easy-to-use applications can be installed. Some are compatible with widespread file formats, such as the formats used by Quicken and Excel.

This section covers these programs:

Application NameResources NeededInstallation from PortsMajor Dependencies

GnuCash

light

heavy

GNOME

Gnumeric

light

heavy

GNOME

KMyMoney

light

heavy

KDE

6.5.1. GnuCash

GnuCash is part of the GNOME effort to provide user-friendly, yet powerful, applications to end-users. GnuCash can be used to keep track of income and expenses, bank accounts, and stocks. It features an intuitive interface while remaining professional.

GnuCash provides a smart register, a hierarchical system of accounts, and many keyboard accelerators and auto-completion methods. It can split a single transaction into several more detailed pieces. GnuCash can import and merge Quicken QIF files. It also handles most international date and currency formats.

To install the GnuCash package:

# pkg install gnucash

If the package is not available, use the Ports Collection:

# cd /usr/ports/finance/gnucash
# make install clean

6.5.2. Gnumeric

Gnumeric is a spreadsheet program developed by the GNOME community. It features convenient automatic guessing of user input according to the cell format with an autofill system for many sequences. It can import files in a number of popular formats, including Excel, Lotus 1-2-3, and Quattro Pro. It has a large number of built-in functions and allows all of the usual cell formats such as number, currency, date, time, and much more.

To install Gnumeric as a package:

# pkg install gnumeric

If the package is not available, use the Ports Collection:

# cd /usr/ports/math/gnumeric
# make install clean

6.5.3. KMyMoney

KMyMoney is a personal finance application created by the KDE community. KMyMoney aims to provide the important features found in commercial personal finance manager applications. It also highlights ease-of-use and proper double-entry accounting among its features. KMyMoney imports from standard Quicken QIF files, tracks investments, handles multiple currencies, and provides a wealth of reports.

To install KMyMoney as a package:

# pkg install kmymoney-kde4

If the package is not available, use the Ports Collection:

# cd /usr/ports/finance/kmymoney-kde4
# make install clean

Chapter 7. Multimedia

7.1. Synopsis

FreeBSD supports a wide variety of sound cards, allowing users to enjoy high fidelity output from a FreeBSD system. This includes the ability to record and play back audio in the MPEG Audio Layer 3 (MP3), Waveform Audio File (WAV), Ogg Vorbis, and other formats. The FreeBSD Ports Collection contains many applications for editing recorded audio, adding sound effects, and controlling attached MIDI devices.

FreeBSD also supports the playback of video files and DVDs. The FreeBSD Ports Collection contains applications to encode, convert, and playback various video media.

This chapter describes how to configure sound cards, video playback, TV tuner cards, and scanners on FreeBSD. It also describes some of the applications which are available for using these devices.

After reading this chapter, you will know how to:

  • Configure a sound card on FreeBSD.

  • Troubleshoot the sound setup.

  • Playback and encode MP3s and other audio.

  • Prepare a FreeBSD system for video playback.

  • Play DVDs, .mpg, and .avi files.

  • Rip CD and DVD content into files.

  • Configure a TV card.

  • Install and setup MythTV on FreeBSD

  • Configure an image scanner.

  • Configure a Bluetooth headset.

Before reading this chapter, you should:

7.2. Setting Up the Sound Card

Before beginning the configuration, determine the model of the sound card and the chip it uses. FreeBSD supports a wide variety of sound cards. Check the supported audio devices list of the Hardware Notes to see if the card is supported and which FreeBSD driver it uses.

In order to use the sound device, its device driver must be loaded. The easiest way is to load a kernel module for the sound card with kldload(8). This example loads the driver for a built-in audio chipset based on the Intel specification:

# kldload snd_hda

To automate the loading of this driver at boot time, add the driver to /boot/loader.conf. The line for this driver is:

snd_hda_load="YES"

Other available sound modules are listed in /boot/defaults/loader.conf. When unsure which driver to use, load the snd_driver module:

# kldload snd_driver

This is a metadriver which loads all of the most common sound drivers and can be used to speed up the search for the correct driver. It is also possible to load all sound drivers by adding the metadriver to /boot/loader.conf.

To determine which driver was selected for the sound card after loading the snd_driver metadriver, type cat /dev/sndstat.

7.2.1. Configuring a Custom Kernel with Sound Support

This section is for users who prefer to statically compile in support for the sound card in a custom kernel. For more information about recompiling a kernel, refer to Configuring the FreeBSD Kernel.

When using a custom kernel to provide sound support, make sure that the audio framework driver exists in the custom kernel configuration file:

device sound

Next, add support for the sound card. To continue the example of the built-in audio chipset based on the Intel specification from the previous section, use the following line in the custom kernel configuration file:

device snd_hda

Be sure to read the manual page of the driver for the device name to use for the driver.

Non-PnP ISA sound cards may require the IRQ and I/O port settings of the card to be added to /boot/device.hints. During the boot process, loader(8) reads this file and passes the settings to the kernel. For example, an old Creative SoundBlaster® 16 ISA non-PnP card will use the snd_sbc(4) driver in conjunction with snd_sb16. For this card, the following lines must be added to the kernel configuration file:

device snd_sbc
device snd_sb16

If the card uses the 0x220 I/O port and IRQ 5, these lines must also be added to /boot/device.hints:

hint.sbc.0.at="isa"
hint.sbc.0.port="0x220"
hint.sbc.0.irq="5"
hint.sbc.0.drq="1"
hint.sbc.0.flags="0x15"

The syntax used in /boot/device.hints is described in sound(4) and the manual page for the driver of the sound card.

The settings shown above are the defaults. In some cases, the IRQ or other settings may need to be changed to match the card. Refer to snd_sbc(4) for more information about this card.

7.2.2. Testing Sound

After loading the required module or rebooting into the custom kernel, the sound card should be detected. To confirm, run dmesg | grep pcm. This example is from a system with a built-in Conexant CX20590 chipset:

pcm0: <NVIDIA (0x001c) (HDMI/DP 8ch)> at nid 5 on hdaa0
pcm1: <NVIDIA (0x001c) (HDMI/DP 8ch)> at nid 6 on hdaa0
pcm2: <Conexant CX20590 (Analog 2.0+HP/2.0)> at nid 31,25 and 35,27 on hdaa1

The status of the sound card may also be checked using this command:

# cat /dev/sndstat
FreeBSD Audio Driver (newpcm: 64bit 2009061500/amd64)
Installed devices:
pcm0: <NVIDIA (0x001c) (HDMI/DP 8ch)> (play)
pcm1: <NVIDIA (0x001c) (HDMI/DP 8ch)> (play)
pcm2: <Conexant CX20590 (Analog 2.0+HP/2.0)> (play/rec) default

The output will vary depending upon the sound card. If no pcm devices are listed, double-check that the correct device driver was loaded or compiled into the kernel. The next section lists some common problems and their solutions.

If all goes well, the sound card should now work in FreeBSD. If the CD or DVD drive is properly connected to the sound card, one can insert an audio CD in the drive and play it with cdcontrol(1):

% cdcontrol -f /dev/acd0 play 1

Audio CDs have specialized encodings which means that they should not be mounted using mount(8).

Various applications, such as audio/workman, provide a friendlier interface. The audio/mpg123 port can be installed to listen to MP3 audio files.

Another quick way to test the card is to send data to /dev/dsp:

% cat filename > /dev/dsp

where filename can be any type of file. This command should produce some noise, confirming that the sound card is working.

The /dev/dsp* device nodes will be created automatically as needed. When not in use, they do not exist and will not appear in the output of ls(1).

7.2.3. Setting up Bluetooth Sound Devices

Connecting to a Bluetooth device is out of scope for this chapter. Refer to “Bluetooth” for more information.

To get Bluetooth sound sink working with FreeBSD’s sound system, users have to install audio/virtual_oss first:

# pkg install virtual_oss

audio/virtual_oss requires cuse to be loaded into the kernel:

# kldload cuse

To load cuse during system startup, run this command:

# echo 'cuse_load=yes' >> /boot/loader.conf

To use headphones as a sound sink with audio/virtual_oss, users need to create a virtual device after connecting to a Bluetooth audio device:

# virtual_oss -C 2 -c 2 -r 48000 -b 16 -s 768 -R /dev/null -P /dev/bluetooth/headphones -d dsp

headphones in this example is a hostname from /etc/bluetooth/hosts. BT_ADDR could be used instead.

Refer to virtual_oss(8) for more information.

7.2.4. Troubleshooting Sound

Common Error Messages lists some common error messages and their solutions:

Table 8. Common Error Messages
ErrorSolution

sb_dspwr(XX) timed out

The I/O port is not set correctly.

bad irq XX

The IRQ is set incorrectly. Make sure that the set IRQ and the sound IRQ are the same.

xxx: gus pcm not attached, out of memory

There is not enough available memory to use the device.

xxx: can’t open /dev/dsp!

Type fstat | grep dsp to check if another application is holding the device open. Noteworthy troublemakers are esound and KDE’s sound support.

Modern graphics cards often come with their own sound driver for use with HDMI. This sound device is sometimes enumerated before the sound card meaning that the sound card will not be used as the default playback device. To check if this is the case, run dmesg and look for pcm. The output looks something like this:

...
hdac0: HDA Driver Revision: 20100226_0142
hdac1: HDA Driver Revision: 20100226_0142
hdac0: HDA Codec #0: NVidia (Unknown)
hdac0: HDA Codec #1: NVidia (Unknown)
hdac0: HDA Codec #2: NVidia (Unknown)
hdac0: HDA Codec #3: NVidia (Unknown)
pcm0: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 0 nid 1 on hdac0
pcm1: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 1 nid 1 on hdac0
pcm2: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 2 nid 1 on hdac0
pcm3: <HDA NVidia (Unknown) PCM #0 DisplayPort> at cad 3 nid 1 on hdac0
hdac1: HDA Codec #2: Realtek ALC889
pcm4: <HDA Realtek ALC889 PCM #0 Analog> at cad 2 nid 1 on hdac1
pcm5: <HDA Realtek ALC889 PCM #1 Analog> at cad 2 nid 1 on hdac1
pcm6: <HDA Realtek ALC889 PCM #2 Digital> at cad 2 nid 1 on hdac1
pcm7: <HDA Realtek ALC889 PCM #3 Digital> at cad 2 nid 1 on hdac1
...

In this example, the graphics card (NVidia) has been enumerated before the sound card (Realtek ALC889). To use the sound card as the default playback device, change hw.snd.default_unit to the unit that should be used for playback:

# sysctl hw.snd.default_unit=n

where n is the number of the sound device to use. In this example, it should be 4. Make this change permanent by adding the following line to /etc/sysctl.conf:

hw.snd.default_unit=4

7.2.5. Utilizing Multiple Sound Sources

It is often desirable to have multiple sources of sound that are able to play simultaneously. FreeBSD uses "Virtual Sound Channels" to multiplex the sound card’s playback by mixing sound in the kernel.

Three sysctl(8) knobs are available for configuring virtual channels:

# sysctl dev.pcm.0.play.vchans=4
# sysctl dev.pcm.0.rec.vchans=4
# sysctl hw.snd.maxautovchans=4

This example allocates four virtual channels, which is a practical number for everyday use. Both dev.pcm.0.play.vchans=4 and dev.pcm.0.rec.vchans=4 are configurable after a device has been attached and represent the number of virtual channels pcm0 has for playback and recording. Since the pcm module can be loaded independently of the hardware drivers, hw.snd.maxautovchans indicates how many virtual channels will be given to an audio device when it is attached. Refer to pcm(4) for more information.

The number of virtual channels for a device cannot be changed while it is in use. First, close any programs using the device, such as music players or sound daemons.

The correct pcm device will automatically be allocated transparently to a program that requests /dev/dsp0.

7.2.6. Setting Default Values for Mixer Channels

The default values for the different mixer channels are hardcoded in the source code of the pcm(4) driver. While sound card mixer levels can be changed using mixer(8) or third-party applications and daemons, this is not a permanent solution. To instead set default mixer values at the driver level, define the appropriate values in /boot/device.hints, as seen in this example:

hint.pcm.0.vol="50"

This will set the volume channel to a default value of 50 when the pcm(4) module is loaded.

7.3. MP3 Audio

This section describes some MP3 players available for FreeBSD, how to rip audio CD tracks, and how to encode and decode MP3s.

7.3.1. MP3 Players

A popular graphical MP3 player is Audacious. It supports Winamp skins and additional plugins. The interface is intuitive, with a playlist, graphic equalizer, and more. Those familiar with Winamp will find Audacious simple to use. On FreeBSD, Audacious can be installed from the multimedia/audacious port or package. Audacious is a descendant of XMMS.

The audio/mpg123 package or port provides an alternative, command-line MP3 player. Once installed, specify the MP3 file to play on the command line. If the system has multiple audio devices, the sound device can also be specified:

# mpg123 -a /dev/dsp1.0 Foobar-GreatestHits.mp3
High Performance MPEG 1.0/2.0/2.5 Audio Player for Layers 1, 2 and 3
        version 1.18.1; written and copyright by Michael Hipp and others
        free software (LGPL) without any warranty but with best wishes

Playing MPEG stream from Foobar-GreatestHits.mp3 ...
MPEG 1.0 layer III, 128 kbit/s, 44100 Hz joint-stereo

Additional MP3 players are available in the FreeBSD Ports Collection.

7.3.2. Ripping CD Audio Tracks

Before encoding a CD or CD track to MP3, the audio data on the CD must be ripped to the hard drive. This is done by copying the raw CD Digital Audio (CDDA) data to WAV files.

The cdda2wav tool, which is installed with the sysutils/cdrtools suite, can be used to rip audio information from CDs.

With the audio CD in the drive, the following command can be issued as root to rip an entire CD into individual, per track, WAV files:

# cdda2wav -D 0,1,0 -B

In this example, the -D 0,1,0 indicates the SCSI device 0,1,0 containing the CD to rip. Use cdrecord -scanbus to determine the correct device parameters for the system.

To rip individual tracks, use -t to specify the track:

# cdda2wav -D 0,1,0 -t 7

To rip a range of tracks, such as track one to seven, specify a range:

# cdda2wav -D 0,1,0 -t 1+7

To rip from an ATAPI (IDE) CDROM drive, specify the device name in place of the SCSI unit numbers. For example, to rip track 7 from an IDE drive:

# cdda2wav -D /dev/acd0 -t 7

Alternately, dd can be used to extract audio tracks on ATAPI drives, as described in “Duplicating Audio CDs”.

7.3.3. Encoding and Decoding MP3s

Lame is a popular MP3 encoder which can be installed from the audio/lame port. Due to patent issues, a package is not available.

The following command will convert the ripped WAV file audio01.wav to audio01.mp3:

# lame -h -b 128 --tt "Foo Song Title" --ta "FooBar Artist" --tl "FooBar Album" \
--ty "2014" --tc "Ripped and encoded by Foo" --tg "Genre" audio01.wav audio01.mp3

The specified 128 kbits is a standard MP3 bitrate while the 160 and 192 bitrates provide higher quality. The higher the bitrate, the larger the size of the resulting MP3. The -h turns on the "higher quality but a little slower" mode. The options beginning with --t indicate ID3 tags, which usually contain song information, to be embedded within the MP3 file. Additional encoding options can be found in the lame manual page.

In order to burn an audio CD from MP3s, they must first be converted to a non-compressed file format. XMMS can be used to convert to the WAV format, while mpg123 can be used to convert to the raw Pulse-Code Modulation (PCM) audio data format.

To convert audio01.mp3 using mpg123, specify the name of the PCM file:

# mpg123 -s audio01.mp3 > audio01.pcm

To use XMMS to convert a MP3 to WAV format, use these steps:

Procedure: Converting to WAV Format in XMMS
  1. Launch XMMS.

  2. Right-click the window to bring up the XMMS menu.

  3. Select Preferences under Options.

  4. Change the Output Plugin to "Disk Writer Plugin".

  5. Press Configure.

  6. Enter or browse to a directory to write the uncompressed files to.

  7. Load the MP3 file into XMMS as usual, with volume at 100% and EQ settings turned off.

  8. Press Play. The XMMS will appear as if it is playing the MP3, but no music will be heard. It is actually playing the MP3 to a file.

  9. When finished, be sure to set the default Output Plugin back to what it was before in order to listen to MP3s again.

Both the WAV and PCM formats can be used with cdrecord. When using WAV files, there will be a small tick sound at the beginning of each track. This sound is the header of the WAV file. The audio/sox port or package can be used to remove the header:

% sox -t wav -r 44100 -s -w -c 2 track.wav track.raw

Refer to “Creating and Using CD Media” for more information on using a CD burner in FreeBSD.

7.4. Video Playback

Before configuring video playback, determine the model and chipset of the video card. While Xorg supports a wide variety of video cards, not all provide good playback performance. To obtain a list of extensions supported by the Xorg server using the card, run xdpyinfo while Xorg is running.

It is a good idea to have a short MPEG test file for evaluating various players and options. Since some DVD applications look for DVD media in /dev/dvd by default, or have this device name hardcoded in them, it might be useful to make a symbolic link to the proper device:

# ln -sf /dev/cd0 /dev/dvd

Due to the nature of devfs(5), manually created links will not persist after a system reboot. In order to recreate the symbolic link automatically when the system boots, add the following line to /etc/devfs.conf:

link cd0 dvd

DVD decryption invokes certain functions that require write permission to the DVD device.

To enhance the shared memory Xorg interface, it is recommended to increase the values of these sysctl(8) variables:

kern.ipc.shmmax=67108864
kern.ipc.shmall=32768

7.4.1. Determining Video Capabilities

There are several possible ways to display video under Xorg and what works is largely hardware dependent. Each method described below will have varying quality across different hardware.

Common video interfaces include:

  1. Xorg: normal output using shared memory.

  2. XVideo: an extension to the Xorg interface which allows video to be directly displayed in drawable objects through a special acceleration. This extension provides good quality playback even on low-end machines. The next section describes how to determine if this extension is running.

  3. SDL: the Simple Directmedia Layer is a porting layer for many operating systems, allowing cross-platform applications to be developed which make efficient use of sound and graphics. SDL provides a low-level abstraction to the hardware which can sometimes be more efficient than the Xorg interface. On FreeBSD, SDL can be installed using the devel/sdl20 package or port.

  4. DGA: the Direct Graphics Access is an Xorg extension which allows a program to bypass the Xorg server and directly alter the framebuffer. As it relies on a low-level memory mapping, programs using it must be run as root. The DGA extension can be tested and benchmarked using dga(1). When dga is running, it changes the colors of the display whenever a key is pressed. To quit, press q.

  5. SVGAlib: a low level console graphics layer.

7.4.1.1. XVideo

To check whether this extension is running, use xvinfo:

% xvinfo

XVideo is supported for the card if the result is similar to:

X-Video Extension version 2.2
  screen #0
  Adaptor #0: "Savage Streams Engine"
    number of ports: 1
    port base: 43
    operations supported: PutImage
    supported visuals:
      depth 16, visualID 0x22
      depth 16, visualID 0x23
    number of attributes: 5
      "XV_COLORKEY" (range 0 to 16777215)
              client settable attribute
              client gettable attribute (current value is 2110)
      "XV_BRIGHTNESS" (range -128 to 127)
              client settable attribute
              client gettable attribute (current value is 0)
      "XV_CONTRAST" (range 0 to 255)
              client settable attribute
              client gettable attribute (current value is 128)
      "XV_SATURATION" (range 0 to 255)
              client settable attribute
              client gettable attribute (current value is 128)
      "XV_HUE" (range -180 to 180)
              client settable attribute
              client gettable attribute (current value is 0)
    maximum XvImage size: 1024 x 1024
    Number of image formats: 7
      id: 0x32595559 (YUY2)
        guid: 59555932-0000-0010-8000-00aa00389b71
        bits per pixel: 16
        number of planes: 1
        type: YUV (packed)
      id: 0x32315659 (YV12)
        guid: 59563132-0000-0010-8000-00aa00389b71
        bits per pixel: 12
        number of planes: 3
        type: YUV (planar)
      id: 0x30323449 (I420)
        guid: 49343230-0000-0010-8000-00aa00389b71
        bits per pixel: 12
        number of planes: 3
        type: YUV (planar)
      id: 0x36315652 (RV16)
        guid: 52563135-0000-0000-0000-000000000000
        bits per pixel: 16
        number of planes: 1
        type: RGB (packed)
        depth: 0
        red, green, blue masks: 0x1f, 0x3e0, 0x7c00
      id: 0x35315652 (RV15)
        guid: 52563136-0000-0000-0000-000000000000
        bits per pixel: 16
        number of planes: 1
        type: RGB (packed)
        depth: 0
        red, green, blue masks: 0x1f, 0x7e0, 0xf800
      id: 0x31313259 (Y211)
        guid: 59323131-0000-0010-8000-00aa00389b71
        bits per pixel: 6
        number of planes: 3
        type: YUV (packed)
      id: 0x0
        guid: 00000000-0000-0000-0000-000000000000
        bits per pixel: 0
        number of planes: 0
        type: RGB (packed)
        depth: 1
        red, green, blue masks: 0x0, 0x0, 0x0

The formats listed, such as YUV2 and YUV12, are not present with every implementation of XVideo and their absence may hinder some players.

If the result instead looks like:

X-Video Extension version 2.2
screen #0
no adaptors present

XVideo is probably not supported for the card. This means that it will be more difficult for the display to meet the computational demands of rendering video, depending on the video card and processor.

7.4.2. Ports and Packages Dealing with Video

This section introduces some of the software available from the FreeBSD Ports Collection which can be used for video playback.

7.4.2.1. MPlayer and MEncoder

MPlayer is a command-line video player with an optional graphical interface which aims to provide speed and flexibility. Other graphical front-ends to MPlayer are available from the FreeBSD Ports Collection.

MPlayer can be installed using the multimedia/mplayer package or port. Several compile options are available and a variety of hardware checks occur during the build process. For these reasons, some users prefer to build the port rather than install the package.

When compiling the port, the menu options should be reviewed to determine the type of support to compile into the port. If an option is not selected, MPlayer will not be able to display that type of video format. Use the arrow keys and spacebar to select the required formats. When finished, press Enter to continue the port compile and installation.

By default, the package or port will build the mplayer command line utility and the gmplayer graphical utility. To encode videos, compile the multimedia/mencoder port. Due to licensing restrictions, a package is not available for MEncoder.

The first time MPlayer is run, it will create ~/.mplayer in the user’s home directory. This subdirectory contains default versions of the user-specific configuration files.

This section describes only a few common uses. Refer to mplayer(1) for a complete description of its numerous options.

To play the file testfile.avi, specify the video interfaces with -vo, as seen in the following examples:

% mplayer -vo xv testfile.avi
% mplayer -vo sdl testfile.avi
% mplayer -vo x11 testfile.avi
# mplayer -vo dga testfile.avi
# mplayer -vo 'sdl:dga' testfile.avi

It is worth trying all of these options, as their relative performance depends on many factors and will vary significantly with hardware.

To play a DVD, replace testfile.avi with dvd://N -dvd-device DEVICE, where N is the title number to play and DEVICE is the device node for the DVD. For example, to play title 3 from /dev/dvd:

# mplayer -vo xv dvd://3 -dvd-device /dev/dvd

The default DVD device can be defined during the build of the MPlayer port by including the WITH_DVD_DEVICE=/path/to/desired/device option. By default, the device is /dev/cd0. More details can be found in the port’s Makefile.options.

To stop, pause, advance, and so on, use a keybinding. To see the list of keybindings, run mplayer -h or read mplayer(1).

Additional playback options include -fs -zoom, which engages fullscreen mode, and -framedrop, which helps performance.

Each user can add commonly used options to their ~/.mplayer/config like so:

vo=xv
fs=yes
zoom=yes

mplayer can be used to rip a DVD title to a .vob. To dump the second title from a DVD:

# mplayer -dumpstream -dumpfile out.vob dvd://2 -dvd-device /dev/dvd

The output file, out.vob, will be in MPEG format.

Anyone wishing to obtain a high level of expertise with UNIX® video should consult mplayerhq.hu/DOCS as it is technically informative. This documentation should be considered as required reading before submitting any bug reports.

Before using mencoder, it is a good idea to become familiar with the options described at mplayerhq.hu/DOCS/HTML/en/mencoder.html. There are innumerable ways to improve quality, lower bitrate, and change formats, and some of these options may make the difference between good or bad performance. Improper combinations of command line options can yield output files that are unplayable even by mplayer.

Here is an example of a simple copy:

% mencoder input.avi -oac copy -ovc copy -o output.avi

To rip to a file, use -dumpfile with mplayer.

To convert input.avi to the MPEG4 codec with MPEG3 audio encoding, first install the audio/lame port. Due to licensing restrictions, a package is not available. Once installed, type:

% mencoder input.avi -oac mp3lame -lameopts br=192 \
	 -ovc lavc -lavcopts vcodec=mpeg4:vhq -o output.avi

This will produce output playable by applications such as mplayer and xine.

input.avi can be replaced with dvd://1 -dvd-device /dev/dvd and run as root to re-encode a DVD title directly. Since it may take a few tries to get the desired result, it is recommended to instead dump the title to a file and to work on the file.

7.4.2.2. The xine Video Player

xine is a video player with a reusable base library and a modular executable which can be extended with plugins. It can be installed using the multimedia/xine package or port.

In practice, xine requires either a fast CPU with a fast video card, or support for the XVideo extension. The xine video player performs best on XVideo interfaces.

By default, the xine player starts a graphical user interface. The menus can then be used to open a specific file.

Alternatively, xine may be invoked from the command line by specifying the name of the file to play:

% xine -g -p mymovie.avi

Refer to xine-project.org/faq for more information and troubleshooting tips.

7.4.2.3. The Transcode Utilities

Transcode provides a suite of tools for re-encoding video and audio files. Transcode can be used to merge video files or repair broken files using command line tools with stdin/stdout stream interfaces.

In FreeBSD, Transcode can be installed using the multimedia/transcode package or port. Many users prefer to compile the port as it provides a menu of compile options for specifying the support and codecs to compile in. If an option is not selected, Transcode will not be able to encode that format. Use the arrow keys and spacebar to select the required formats. When finished, press Enter to continue the port compile and installation.

This example demonstrates how to convert a DivX file into a PAL MPEG-1 file (PAL VCD):

% transcode -i input.avi -V --export_prof vcd-pal -o output_vcd
% mplex -f 1 -o output_vcd.mpg output_vcd.m1v output_vcd.mpa

The resulting MPEG file, output_vcd.mpg, is ready to be played with MPlayer. The file can be burned on a CD media to create a video CD using a utility such as multimedia/vcdimager or sysutils/cdrdao.

In addition to the manual page for transcode, refer to transcoding.org/cgi-bin/transcode for further information and examples.

7.5. TV Cards

TV cards can be used to watch broadcast or cable TV on a computer. Most cards accept composite video via an RCA or S-video input and some cards include a FM radio tuner.

FreeBSD provides support for PCI-based TV cards using a Brooktree Bt848/849/878/879 video capture chip with the bktr(4) driver. This driver supports most Pinnacle PCTV video cards. Before purchasing a TV card, consult bktr(4) for a list of supported tuners.

7.5.1. Loading the Driver

In order to use the card, the bktr(4) driver must be loaded. To automate this at boot time, add the following line to /boot/loader.conf:

bktr_load="YES"

Alternatively, one can statically compile support for the TV card into a custom kernel. In that case, add the following lines to the custom kernel configuration file:

device	 bktr
device	iicbus
device	iicbb
device	smbus

These additional devices are necessary as the card components are interconnected via an I2C bus. Then, build and install a new kernel.

To test that the tuner is correctly detected, reboot the system. The TV card should appear in the boot messages, as seen in this example:

bktr0: <BrookTree 848A> mem 0xd7000000-0xd7000fff irq 10 at device 10.0 on pci0
iicbb0: <I2C bit-banging driver> on bti2c0
iicbus0: <Philips I2C bus> on iicbb0 master-only
iicbus1: <Philips I2C bus> on iicbb0 master-only
smbus0: <System Management Bus> on bti2c0
bktr0: Pinnacle/Miro TV, Philips SECAM tuner.

The messages will differ according to the hardware. If necessary, it is possible to override some of the detected parameters using sysctl(8) or custom kernel configuration options. For example, to force the tuner to a Philips SECAM tuner, add the following line to a custom kernel configuration file:

options OVERRIDE_TUNER=6

or, use sysctl(8):

# sysctl hw.bt848.tuner=6

Refer to bktr(4) for a description of the available sysctl(8) parameters and kernel options.

7.5.2. Useful Applications

To use the TV card, install one of the following applications:

  • multimedia/fxtv provides TV-in-a-window and image/audio/video capture capabilities.

  • multimedia/xawtv is another TV application with similar features.

  • audio/xmradio provides an application for using the FM radio tuner of a TV card.

More applications are available in the FreeBSD Ports Collection.

7.5.3. Troubleshooting

If any problems are encountered with the TV card, check that the video capture chip and the tuner are supported by bktr(4) and that the right configuration options were used. For more support or to ask questions about supported TV cards, refer to the FreeBSD multimedia mailing list mailing list.

7.6. MythTV

MythTV is a popular, open source Personal Video Recorder (PVR) application. This section demonstrates how to install and setup MythTV on FreeBSD. Refer to mythtv.org/wiki for more information on how to use MythTV.

MythTV requires a frontend and a backend. These components can either be installed on the same system or on different machines.

The frontend can be installed on FreeBSD using the multimedia/mythtv-frontend package or port. Xorg must also be installed and configured as described in The X Window System. Ideally, this system has a video card that supports X-Video Motion Compensation (XvMC) and, optionally, a Linux Infrared Remote Control (LIRC)-compatible remote.

To install both the backend and the frontend on FreeBSD, use the multimedia/mythtv package or port. A MySQL™ database server is also required and should automatically be installed as a dependency. Optionally, this system should have a tuner card and sufficient storage to hold recorded data.

7.6.1. Hardware

MythTV uses Video for Linux (V4L) to access video input devices such as encoders and tuners. In FreeBSD, MythTV works best with USB DVB-S/C/T cards as they are well supported by the multimedia/webcamd package or port which provides a V4L userland application. Any Digital Video Broadcasting (DVB) card supported by webcamd should work with MythTV. A list of known working cards can be found at wiki.freebsd.org/WebcamCompat. Drivers are also available for Hauppauge cards in the multimedia/pvr250 and multimedia/pvrxxx ports, but they provide a non-standard driver interface that does not work with versions of MythTV greater than 0.23. Due to licensing restrictions, no packages are available and these two ports must be compiled.

The wiki.freebsd.org/HTPC page contains a list of all available DVB drivers.

7.6.2. Setting up the MythTV Backend

To install MythTV using binary packages:

# pkg install mythtv

Alternatively, to install from the Ports Collection:

# cd /usr/ports/multimedia/mythtv
# make install

Once installed, set up the MythTV database:

# mysql -uroot -p < /usr/local/shared/mythtv/database/mc.sql

Then, configure the backend:

# mythtv-setup

Finally, start the backend:

# sysrc mythbackend_enable=yes
# service mythbackend start

7.7. Image Scanners

In FreeBSD, access to image scanners is provided by SANE (Scanner Access Now Easy), which is available in the FreeBSD Ports Collection. SANE will also use some FreeBSD device drivers to provide access to the scanner hardware.

FreeBSD supports both SCSI and USB scanners. Depending upon the scanner interface, different device drivers are required. Be sure the scanner is supported by SANE prior to performing any configuration. Refer to http://www.sane-project.org/sane-supported-devices.html for more information about supported scanners.

This chapter describes how to determine if the scanner has been detected by FreeBSD. It then provides an overview of how to configure and use SANE on a FreeBSD system.

7.7.1. Checking the Scanner

The GENERIC kernel includes the device drivers needed to support USB scanners. Users with a custom kernel should ensure that the following lines are present in the custom kernel configuration file:

device usb
device uhci
device ohci
device ehci
device xhci

To determine if the USB scanner is detected, plug it in and use dmesg to determine whether the scanner appears in the system message buffer. If it does, it should display a message similar to this:

ugen0.2: <EPSON> at usbus0

In this example, an EPSON Perfection® 1650 USB scanner was detected on /dev/ugen0.2.

If the scanner uses a SCSI interface, it is important to know which SCSI controller board it will use. Depending upon the SCSI chipset, a custom kernel configuration file may be needed. The GENERIC kernel supports the most common SCSI controllers. Refer to /usr/src/sys/conf/NOTES to determine the correct line to add to a custom kernel configuration file. In addition to the SCSI adapter driver, the following lines are needed in a custom kernel configuration file:

device scbus
device pass

Verify that the device is displayed in the system message buffer:

pass2 at aic0 bus 0 target 2 lun 0
pass2: <AGFA SNAPSCAN 600 1.10> Fixed Scanner SCSI-2 device
pass2: 3.300MB/s transfers

If the scanner was not powered-on at system boot, it is still possible to manually force detection by performing a SCSI bus scan with camcontrol:

# camcontrol rescan all
Re-scan of bus 0 was successful
Re-scan of bus 1 was successful
Re-scan of bus 2 was successful
Re-scan of bus 3 was successful

The scanner should now appear in the SCSI devices list:

# camcontrol devlist
<IBM DDRS-34560 S97B>              at scbus0 target 5 lun 0 (pass0,da0)
<IBM DDRS-34560 S97B>              at scbus0 target 6 lun 0 (pass1,da1)
<AGFA SNAPSCAN 600 1.10>           at scbus1 target 2 lun 0 (pass3)
<PHILIPS CDD3610 CD-R/RW 1.00>     at scbus2 target 0 lun 0 (pass2,cd0)

Refer to scsi(4) and camcontrol(8) for more details about SCSI devices on FreeBSD.

7.7.2. SANE Configuration

The SANE system provides the access to the scanner via backends (graphics/sane-backends). Refer to http://www.sane-project.org/sane-supported-devices.html to determine which backend supports the scanner. A graphical scanning interface is provided by third party applications like Kooka (graphics/kooka) or XSane (graphics/xsane). SANE’s backends are enough to test the scanner.

To install the backends from binary package:

# pkg install sane-backends

Alternatively, to install from the Ports Collection

# cd /usr/ports/graphics/sane-backends
# make install clean

After installing the graphics/sane-backends port or package, use sane-find-scanner to check the scanner detection by the SANE system:

# sane-find-scanner -q
found SCSI scanner "AGFA SNAPSCAN 600 1.10" at /dev/pass3

The output should show the interface type of the scanner and the device node used to attach the scanner to the system. The vendor and the product model may or may not appear.

Some USB scanners require firmware to be loaded. Refer to sane-find-scanner(1) and sane(7) for details.

Next, check if the scanner will be identified by a scanning frontend. The SANE backends include scanimage which can be used to list the devices and perform an image acquisition. Use -L to list the scanner devices. The first example is for a SCSI scanner and the second is for a USB scanner:

# scanimage -L
device `snapscan:/dev/pass3' is a AGFA SNAPSCAN 600 flatbed scanner

# scanimage -L
device 'epson2:libusb:000:002' is a Epson GT-8200 flatbed scanner

In this second example, epson2 is the backend name and libusb:000:002 means /dev/ugen0.2 is the device node used by the scanner.

If scanimage is unable to identify the scanner, this message will appear:

# scanimage -L
No scanners were identified. If you were expecting something different,
check that the scanner is plugged in, turned on and detected by the
sane-find-scanner tool (if appropriate). Please read the documentation
which came with this software (README, FAQ, manpages).

If this happens, edit the backend configuration file in /usr/local/etc/sane.d/ and define the scanner device used. For example, if the undetected scanner model is an EPSON Perfection® 1650 and it uses the epson2 backend, edit /usr/local/etc/sane.d/epson2.conf. When editing, add a line specifying the interface and the device node used. In this case, add the following line:

usb /dev/ugen0.2

Save the edits and verify that the scanner is identified with the right backend name and the device node:

# scanimage -L
device 'epson2:libusb:000:002' is a Epson GT-8200 flatbed scanner

Once scanimage -L sees the scanner, the configuration is complete and the scanner is now ready to use.

While scanimage can be used to perform an image acquisition from the command line, it is often preferable to use a graphical interface to perform image scanning. Applications like Kooka or XSane are popular scanning frontends. They offer advanced features such as various scanning modes, color correction, and batch scans. XSane is also usable as a GIMP plugin.

7.7.3. Scanner Permissions

In order to have access to the scanner, a user needs read and write permissions to the device node used by the scanner. In the previous example, the USB scanner uses the device node /dev/ugen0.2 which is really a symlink to the real device node /dev/usb/0.2.0. The symlink and the device node are owned, respectively, by the wheel and operator groups. While adding the user to these groups will allow access to the scanner, it is considered insecure to add a user to wheel. A better solution is to create a group and make the scanner device accessible to members of this group.

This example creates a group called usb:

# pw groupadd usb

Then, make the /dev/ugen0.2 symlink and the /dev/usb/0.2.0 device node accessible to the usb group with write permissions of 0660 or 0664 by adding the following lines to /etc/devfs.rules:

[system=5]
add path ugen0.2 mode 0660 group usb
add path usb/0.2.0 mode 0666 group usb

It happens the device node changes with the addition or removal of devices, so one may want to give access to all USB devices using this ruleset instead:

[system=5]
add path 'ugen*' mode 0660 group usb
add path 'usb/*' mode 0666 group usb

Refer to devfs.rules(5) for more information about this file.

Next, enable the ruleset in /etc/rc.conf:

devfs_system_ruleset="system"

And, restart the devfs(8) system:

# service devfs restart

Finally, add the users to usb in order to allow access to the scanner:

# pw groupmod usb -m joe

For more details refer to pw(8).

Chapter 8. Configuring the FreeBSD Kernel

8.1. Synopsis

The kernel is the core of the FreeBSD operating system. It is responsible for managing memory, enforcing security controls, networking, disk access, and much more. While much of FreeBSD is dynamically configurable, it is still occasionally necessary to configure and compile a custom kernel.

After reading this chapter, you will know:

  • When to build a custom kernel.

  • How to take a hardware inventory.

  • How to customize a kernel configuration file.

  • How to use the kernel configuration file to create and build a new kernel.

  • How to install the new kernel.

  • How to troubleshoot if things go wrong.

All of the commands listed in the examples in this chapter should be executed as root.

8.2. Why Build a Custom Kernel?

Traditionally, FreeBSD used a monolithic kernel. The kernel was one large program, supported a fixed list of devices, and in order to change the kernel’s behavior, one had to compile and then reboot into a new kernel.

Today, most of the functionality in the FreeBSD kernel is contained in modules which can be dynamically loaded and unloaded from the kernel as necessary. This allows the running kernel to adapt immediately to new hardware and for new functionality to be brought into the kernel. This is known as a modular kernel.

Occasionally, it is still necessary to perform static kernel configuration. Sometimes the needed functionality is so tied to the kernel that it can not be made dynamically loadable. Some security environments prevent the loading and unloading of kernel modules and require that only needed functionality is statically compiled into the kernel.

Building a custom kernel is often a rite of passage for advanced BSD users. This process, while time consuming, can provide benefits to the FreeBSD system. Unlike the GENERIC kernel, which must support a wide range of hardware, a custom kernel can be stripped down to only provide support for that computer’s hardware. This has a number of benefits, such as:

  • Faster boot time. Since the kernel will only probe the hardware on the system, the time it takes the system to boot can decrease.

  • Lower memory usage. A custom kernel often uses less memory than the GENERIC kernel by omitting unused features and device drivers. This is important because the kernel code remains resident in physical memory at all times, preventing that memory from being used by applications. For this reason, a custom kernel is useful on a system with a small amount of RAM.

  • Additional hardware support. A custom kernel can add support for devices which are not present in the GENERIC kernel.

Before building a custom kernel, consider the reason for doing so. If there is a need for specific hardware support, it may already exist as a module.

Kernel modules exist in /boot/kernel and may be dynamically loaded into the running kernel using kldload(8). Most kernel drivers have a loadable module and manual page. For example, the ath(4) wireless Ethernet driver has the following information in its manual page:

Alternatively, to load the driver as a module at boot time, place the
following line in loader.conf(5):

    if_ath_load="YES"

Adding if_ath_load="YES" to /boot/loader.conf will load this module dynamically at boot time.

In some cases, there is no associated module in /boot/kernel. This is mostly true for certain subsystems.

8.3. Finding the System Hardware

Before editing the kernel configuration file, it is recommended to perform an inventory of the machine’s hardware. On a dual-boot system, the inventory can be created from the other operating system. For example, Microsoft®'s Device Manager contains information about installed devices.

Some versions of Microsoft® Windows® have a System icon which can be used to access Device Manager.

If FreeBSD is the only installed operating system, use dmesg(8) to determine the hardware that was found and listed during the boot probe. Most device drivers on FreeBSD have a manual page which lists the hardware supported by that driver. For example, the following lines indicate that the psm(4) driver found a mouse:

psm0: <PS/2 Mouse> irq 12 on atkbdc0
psm0: [GIANT-LOCKED]
psm0: [ITHREAD]
psm0: model Generic PS/2 mouse, device ID 0

Since this hardware exists, this driver should not be removed from a custom kernel configuration file.

If the output of dmesg does not display the results of the boot probe output, instead read the contents of /var/run/dmesg.boot.

Another tool for finding hardware is pciconf(8), which provides more verbose output. For example:

% pciconf -lv
ath0@pci0:3:0:0:        class=0x020000 card=0x058a1014 chip=0x1014168c rev=0x01 hdr=0x00
    vendor     = 'Atheros Communications Inc.'
    device     = 'AR5212 Atheros AR5212 802.11abg wireless'
    class      = network
    subclass   = ethernet

This output shows that the ath driver located a wireless Ethernet device.

The -k flag of man(1) can be used to provide useful information. For example, it can be used to display a list of manual pages which contain a particular device brand or name:

# man -k Atheros
ath(4)                   - Atheros IEEE 802.11 wireless network driver
ath_hal(4)               - Atheros Hardware Access Layer (HAL)

Once the hardware inventory list is created, refer to it to ensure that drivers for installed hardware are not removed as the custom kernel configuration is edited.

8.4. The Configuration File

In order to create a custom kernel configuration file and build a custom kernel, the full FreeBSD source tree must first be installed.

If /usr/src/ does not exist or it is empty, source has not been installed. Source can be installed using Subversion and the instructions in “Using Subversion”.

Once source is installed, review the contents of /usr/src/sys. This directory contains a number of subdirectories, including those which represent the following supported architectures: amd64, i386, powerpc, and sparc64. Everything inside a particular architecture’s directory deals with that architecture only and the rest of the code is machine independent code common to all platforms. Each supported architecture has a conf subdirectory which contains the GENERIC kernel configuration file for that architecture.

Do not make edits to GENERIC. Instead, copy the file to a different name and make edits to the copy. The convention is to use a name with all capital letters. When maintaining multiple FreeBSD machines with different hardware, it is a good idea to name it after the machine’s hostname. This example creates a copy, named MYKERNEL, of the GENERIC configuration file for the amd64 architecture:

# cd /usr/src/sys/amd64/conf
# cp GENERIC MYKERNEL

MYKERNEL can now be customized with any ASCII text editor. The default editor is vi, though an easier editor for beginners, called ee, is also installed with FreeBSD.

The format of the kernel configuration file is simple. Each line contains a keyword that represents a device or subsystem, an argument, and a brief description. Any text after a is considered a comment and ignored. To remove kernel support for a device or subsystem, put a at the beginning of the line representing that device or subsystem. Do not add or remove a # for any line that you do not understand.

It is easy to remove support for a device or option and end up with a broken kernel. For example, if the ata(4) driver is removed from the kernel configuration file, a system using ATA disk drivers may not boot. When in doubt, just leave support in the kernel.

In addition to the brief descriptions provided in this file, additional descriptions are contained in NOTES, which can be found in the same directory as GENERIC for that architecture. For architecture independent options, refer to /usr/src/sys/conf/NOTES.

When finished customizing the kernel configuration file, save a backup copy to a location outside of /usr/src.

Alternately, keep the kernel configuration file elsewhere and create a symbolic link to the file:

# cd /usr/src/sys/amd64/conf
# mkdir /root/kernels
# cp GENERIC /root/kernels/MYKERNEL
# ln -s /root/kernels/MYKERNEL

An include directive is available for use in configuration files. This allows another configuration file to be included in the current one, making it easy to maintain small changes relative to an existing file. If only a small number of additional options or drivers are required, this allows a delta to be maintained with respect to GENERIC, as seen in this example:

include GENERIC
ident MYKERNEL

options         IPFIREWALL
options         DUMMYNET
options         IPFIREWALL_DEFAULT_TO_ACCEPT
options         IPDIVERT

Using this method, the local configuration file expresses local differences from a GENERIC kernel. As upgrades are performed, new features added to GENERIC will also be added to the local kernel unless they are specifically prevented using nooptions or nodevice. A comprehensive list of configuration directives and their descriptions may be found in config(5).

To build a file which contains all available options, run the following command as root:

# cd /usr/src/sys/arch/conf && make LINT

8.5. Building and Installing a Custom Kernel

Once the edits to the custom configuration file have been saved, the source code for the kernel can be compiled using the following steps:

Procedure: Building a Kernel . Change to this directory:

+

# cd /usr/src
  1. Compile the new kernel by specifying the name of the custom kernel configuration file:

    # make buildkernel KERNCONF=MYKERNEL
  2. Install the new kernel associated with the specified kernel configuration file. This command will copy the new kernel to /boot/kernel/kernel and save the old kernel to /boot/kernel.old/kernel:

    # make installkernel KERNCONF=MYKERNEL
  3. Shutdown the system and reboot into the new kernel. If something goes wrong, refer to The kernel does not boot.

By default, when a custom kernel is compiled, all kernel modules are rebuilt. To update a kernel faster or to build only custom modules, edit /etc/make.conf before starting to build the kernel.

For example, this variable specifies the list of modules to build instead of using the default of building all modules:

MODULES_OVERRIDE = linux acpi

Alternately, this variable lists which modules to exclude from the build process:

WITHOUT_MODULES = linux acpi sound

Additional variables are available. Refer to make.conf(5) for details.

8.6. If Something Goes Wrong

There are four categories of trouble that can occur when building a custom kernel:

config fails

If config fails, it will print the line number that is incorrect. As an example, for the following message, make sure that line 17 is typed correctly by comparing it to GENERIC or NOTES:

config: line 17: syntax error
make fails

If make fails, it is usually due to an error in the kernel configuration file which is not severe enough for config to catch. Review the configuration, and if the problem is not apparent, send an email to the FreeBSD general questions mailing list which contains the kernel configuration file.

The kernel does not boot

If the new kernel does not boot or fails to recognize devices, do not panic! Fortunately, FreeBSD has an excellent mechanism for recovering from incompatible kernels. Simply choose the kernel to boot from at the FreeBSD boot loader. This can be accessed when the system boot menu appears by selecting the "Escape to a loader prompt" option. At the prompt, type boot kernel.old, or the name of any other kernel that is known to boot properly.

After booting with a good kernel, check over the configuration file and try to build it again. One helpful resource is /var/log/messages which records the kernel messages from every successful boot. Also, dmesg(8) will print the kernel messages from the current boot.

When troubleshooting a kernel, make sure to keep a copy of GENERIC, or some other kernel that is known to work, as a different name that will not get erased on the next build. This is important because every time a new kernel is installed, kernel.old is overwritten with the last installed kernel, which may or may not be bootable. As soon as possible, move the working kernel by renaming the directory containing the good kernel:

# mv /boot/kernel /boot/kernel.bad
# mv /boot/kernel.good /boot/kernel
The kernel works, but ps(1) does not

If the kernel version differs from the one that the system utilities have been built with, for example, a kernel built from -CURRENT sources is installed on a -RELEASE system, many system status commands like ps(1) and vmstat(8) will not work. To fix this, recompile and install a world built with the same version of the source tree as the kernel. It is never a good idea to use a different version of the kernel than the rest of the operating system.

Chapter 9. Printing

Putting information on paper is a vital function, despite many attempts to eliminate it. Printing has two basic components. The data must be delivered to the printer, and must be in a form that the printer can understand.

9.1. Quick Start

Basic printing can be set up quickly. The printer must be capable of printing plain ASCII text. For printing to other types of files, see Filters.

  1. Create a directory to store files while they are being printed:

    # mkdir -p /var/spool/lpd/lp
    # chown daemon:daemon /var/spool/lpd/lp
    # chmod 770 /var/spool/lpd/lp
  2. As root, create /etc/printcap with these contents:

    lp:\
    	:lp=/dev/unlpt0:\  (1)
    	:sh:\
    	:mx#0:\
    	:sd=/var/spool/lpd/lp:\
    	:lf=/var/log/lpd-errs:
    1This line is for a printer connected to a USB port.

    For a printer connected to a parallel or "printer" port, use:

    :lp=/dev/lpt0:\

    For a printer connected directly to a network, use:

    :lp=:rm=network-printer-name:rp=raw:\

    Replace network-printer-name with the DNS host name of the network printer.

  3. Enable LPD by editing /etc/rc.conf, adding this line:

    lpd_enable="YES"

    Start the service:

    # service lpd start
    Starting lpd.
  4. Print a test:

    # printf "1. This printer can print.\n2. This is the second line.\n" | lpr

    If both lines do not start at the left border, but "stairstep" instead, see Preventing Stairstepping on Plain Text Printers.

    Text files can now be printed with lpr. Give the filename on the command line, or pipe output directly into lpr.

    % lpr textfile.txt
    % ls -lh | lpr

9.2. Printer Connections

Printers are connected to computer systems in a variety of ways. Small desktop printers are usually connected directly to a computer’s USB port. Older printers are connected to a parallel or "printer" port. Some printers are directly connected to a network, making it easy for multiple computers to share them. A few printers use a rare serial port connection.

FreeBSD can communicate with all of these types of printers.

USB

USB printers can be connected to any available USB port on the computer.

When FreeBSD detects a USB printer, two device entries are created: /dev/ulpt0 and /dev/unlpt0. Data sent to either device will be relayed to the printer. After each print job, ulpt0 resets the USB port. Resetting the port can cause problems with some printers, so the unlpt0 device is usually used instead. unlpt0 does not reset the USB port at all.

Parallel (IEEE-1284)

The parallel port device is /dev/lpt0. This device appears whether a printer is attached or not, it is not autodetected.

Vendors have largely moved away from these "legacy" ports, and many computers no longer have them. Adapters can be used to connect a parallel printer to a USB port. With such an adapter, the printer can be treated as if it were actually a USB printer. Devices called print servers can also be used to connect parallel printers directly to a network.

Serial (RS-232)

Serial ports are another legacy port, rarely used for printers except in certain niche applications. Cables, connectors, and required wiring vary widely.

For serial ports built into a motherboard, the serial device name is /dev/cuau0 or /dev/cuau1. Serial USB adapters can also be used, and these will appear as /dev/cuaU0.

Several communication parameters must be known to communicate with a serial printer. The most important are baud rate or BPS (Bits Per Second) and parity. Values vary, but typical serial printers use a baud rate of 9600 and no parity.

Network

Network printers are connected directly to the local computer network.

The DNS hostname of the printer must be known. If the printer is assigned a dynamic address by DHCP, DNS should be dynamically updated so that the host name always has the correct IP address. Network printers are often given static IP addresses to avoid this problem.

Most network printers understand print jobs sent with the LPD protocol. A print queue name can also be specified. Some printers process data differently depending on which queue is used. For example, a raw queue prints the data unchanged, while the text queue adds carriage returns to plain text.

Many network printers can also print data sent directly to port 9100.

9.2.1. Summary

Wired network connections are usually the easiest to set up and give the fastest printing. For direct connection to the computer, USB is preferred for speed and simplicity. Parallel connections work but have limitations on cable length and speed. Serial connections are more difficult to configure. Cable wiring differs between models, and communication parameters like baud rate and parity bits must add to the complexity. Fortunately, serial printers are rare.

9.3. Common Page Description Languages

Data sent to a printer must be in a language that the printer can understand. These languages are called Page Description Languages, or PDLs.

Many applications from the Ports Collection and FreeBSD utilities produce PostScript® output. This table shows the utilities available to convert that into other common PDLs:

For the easiest printing, choose a printer that supports PostScript®. Printers that support PCL are the next preferred. With print/ghostscript9-base, these printers can be used as if they understood PostScript® natively. Printers that support PostScript® or PCL directly almost always support direct printing of plain ASCII text files also.

Line-based printers like typical inkjets usually do not support PostScript® or PCL. They often can print plain ASCII text files. print/ghostscript9-base supports the PDLs used by some of these printers. However, printing an entire graphic-based page on these printers is often very slow due to the large amount of data to be transferred and printed.

Host-based printers are often more difficult to set up. Some cannot be used at all because of proprietary PDLs. Avoid these printers when possible.

Descriptions of many PDLs can be found at http://www.undocprint.org/formats/page_description_languages. The particular PDL used by various models of printers can be found at http://www.openprinting.org/printers.

9.4. Direct Printing

For occasional printing, files can be sent directly to a printer device without any setup. For example, a file called sample.txt can be sent to a USB printer:

# cp sample.txt /dev/unlpt0

Direct printing to network printers depends on the abilities of the printer, but most accept print jobs on port 9100, and nc(1) can be used with them. To print the same file to a printer with the DNS hostname of netlaser:

# nc netlaser 9100 < sample.txt

9.5. LPD (Line Printer Daemon)

Printing a file in the background is called spooling. A spooler allows the user to continue with other programs on the computer without waiting for the printer to slowly complete the print job.

FreeBSD includes a spooler called lpd(8). Print jobs are submitted with lpr(1).

9.5.1. Initial Setup

A directory for storing print jobs is created, ownership is set, and the permissions are set to prevent other users from viewing the contents of those files:

# mkdir -p /var/spool/lpd/lp
# chown daemon:daemon /var/spool/lpd/lp
# chmod 770 /var/spool/lpd/lp

Printers are defined in /etc/printcap. An entry for each printer includes details like a name, the port where it is attached, and various other settings. Create /etc/printcap with these contents:

lp:\				(1)
	:lp=/dev/unlpt0:\	(2)
	:sh:\			(3)
	:mx#0:\			(4)
	:sd=/var/spool/lpd/lp:\	(5)
	:lf=/var/log/lpd-errs:	(6)
1The name of this printer. lpr(1) sends print jobs to the lp printer unless another printer is specified with -P, so the default printer should be named lp.
2The device where the printer is connected. Replace this line with the appropriate one for the connection type shown here.
3Suppress the printing of a header page at the start of a print job.
4Do not limit the maximum size of a print job.
5The path to the spooling directory for this printer. Each printer uses its own spooling directory.
6The log file where errors on this printer will be reported.

After creating /etc/printcap, use chkprintcap(8) to test it for errors:

# chkprintcap

Fix any reported problems before continuing.

Enable lpd(8) in /etc/rc.conf:

lpd_enable="YES"

Start the service:

# service lpd start

9.5.2. Printing with lpr(1)

Documents are sent to the printer with lpr. A file to be printed can be named on the command line or piped into lpr. These two commands are equivalent, sending the contents of doc.txt to the default printer:

% lpr doc.txt
% cat doc.txt | lpr

Printers can be selected with -P. To print to a printer called laser:

% lpr -Plaser doc.txt

9.5.3. Filters

The examples shown so far have sent the contents of a text file directly to the printer. As long as the printer understands the content of those files, output will be printed correctly.

Some printers are not capable of printing plain text, and the input file might not even be plain text.

Filters allow files to be translated or processed. The typical use is to translate one type of input, like plain text, into a form that the printer can understand, like PostScript® or PCL. Filters can also be used to provide additional features, like adding page numbers or highlighting source code to make it easier to read.

The filters discussed here are input filters or text filters. These filters convert the incoming file into different forms. Use su(1) to become root before creating the files.

Filters are specified in /etc/printcap with the if= identifier. To use /usr/local/libexec/lf2crlf as a filter, modify /etc/printcap like this:

lp:\
	:lp=/dev/unlpt0:\
	:sh:\
	:mx#0:\
	:sd=/var/spool/lpd/lp:\
	:if=/usr/local/libexec/lf2crlf:\   (1)
	:lf=/var/log/lpd-errs:
1if= identifies the input filter that will be used on incoming text.

The backslash line continuation characters at the end of the lines in printcap entries reveal that an entry for a printer is really just one long line with entries delimited by colon characters. An earlier example can be rewritten as a single less-readable line:

lp:lp=/dev/unlpt0:sh:mx#0:sd=/var/spool/lpd/lp:if=/usr/local/libexec/lf2crlf:lf=/var/log/lpd-errs:
9.5.3.1. Preventing Stairstepping on Plain Text Printers

Typical FreeBSD text files contain only a single line feed character at the end of each line. These lines will "stairstep" on a standard printer:

A printed file looks
                    like the steps of a staircase
                                                 scattered by the wind

A filter can convert the newline characters into carriage returns and newlines. The carriage returns make the printer return to the left after each line. Create /usr/local/libexec/lf2crlf with these contents:

#!/bin/sh
CR=$'\r'
/usr/bin/sed -e "s/$/${CR}/g"

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/lf2crlf

Modify /etc/printcap to use the new filter:

:if=/usr/local/libexec/lf2crlf:\

Test the filter by printing the same plain text file. The carriage returns will cause each line to start at the left side of the page.

9.5.3.2. Fancy Plain Text on PostScript® Printers with print/enscript

GNUEnscript converts plain text files into nicely-formatted PostScript® for printing on PostScript® printers. It adds page numbers, wraps long lines, and provides numerous other features to make printed text files easier to read. Depending on the local paper size, install either print/enscript-letter or print/enscript-a4 from the Ports Collection.

Create /usr/local/libexec/enscript with these contents:

#!/bin/sh
/usr/local/bin/enscript -o -

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/enscript

Modify /etc/printcap to use the new filter:

:if=/usr/local/libexec/enscript:\

Test the filter by printing a plain text file.

9.5.3.3. Printing PostScript® to PCL Printers

Many programs produce PostScript® documents. However, inexpensive printers often only understand plain text or PCL. This filter converts PostScript® files to PCL before sending them to the printer.

Install the Ghostscript PostScript® interpreter, print/ghostscript9-base, from the Ports Collection.

Create /usr/local/libexec/ps2pcl with these contents:

#!/bin/sh
/usr/local/bin/gs -dSAFER -dNOPAUSE -dBATCH -q -sDEVICE=ljet4 -sOutputFile=- -

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/ps2pcl

PostScript® input sent to this script will be rendered and converted to PCL before being sent on to the printer.

Modify /etc/printcap to use this new input filter:

:if=/usr/local/libexec/ps2pcl:\

Test the filter by sending a small PostScript® program to it:

% printf "%%\!PS \n /Helvetica findfont 18 scalefont setfont \
72 432 moveto (PostScript printing successful.) show showpage \004" | lpr
9.5.3.4. Smart Filters

A filter that detects the type of input and automatically converts it to the correct format for the printer can be very convenient. The first two characters of a PostScript® file are usually %!. A filter can detect those two characters. PostScript® files can be sent on to a PostScript® printer unchanged. Text files can be converted to PostScript® with Enscript as shown earlier. Create /usr/local/libexec/psif with these contents:

#!/bin/sh
#
#  psif - Print PostScript or plain text on a PostScript printer
#
IFS="" read -r first_line
first_two_chars=`expr "$first_line" : '\(..\)'`

case "$first_two_chars" in
%!)
    # %! : PostScript job, print it.
    echo "$first_line" && cat && exit 0
    exit 2
    ;;
*)
    # otherwise, format with enscript
    ( echo "$first_line"; cat ) | /usr/local/bin/enscript -o - && exit 0
    exit 2
    ;;
esac

Set the permissions and make it executable:

# chmod 555 /usr/local/libexec/psif

Modify /etc/printcap to use this new input filter:

:if=/usr/local/libexec/psif:\

Test the filter by printing PostScript® and plain text files.

9.5.3.5. Other Smart Filters

Writing a filter that detects many different types of input and formats them correctly is challenging. print/apsfilter from the Ports Collection is a smart "magic" filter that detects dozens of file types and automatically converts them to the PDL understood by the printer. See http://www.apsfilter.org for more details.

9.5.4. Multiple Queues

The entries in /etc/printcap are really definitions of queues. There can be more than one queue for a single printer. When combined with filters, multiple queues provide users more control over how their jobs are printed.

As an example, consider a networked PostScript® laser printer in an office. Most users want to print plain text, but a few advanced users want to be able to print PostScript® files directly. Two entries can be created for the same printer in /etc/printcap:

textprinter:\
	:lp=9100@officelaser:\
	:sh:\
	:mx#0:\
	:sd=/var/spool/lpd/textprinter:\
	:if=/usr/local/libexec/enscript:\
	:lf=/var/log/lpd-errs:

psprinter:\
	:lp=9100@officelaser:\
	:sh:\
	:mx#0:\
	:sd=/var/spool/lpd/psprinter:\
	:lf=/var/log/lpd-errs:

Documents sent to textprinter will be formatted by the /usr/local/libexec/enscript filter shown in an earlier example. Advanced users can print PostScript® files on psprinter, where no filtering is done.

This multiple queue technique can be used to provide direct access to all kinds of printer features. A printer with a duplexer could use two queues, one for ordinary single-sided printing, and one with a filter that sends the command sequence to enable double-sided printing and then sends the incoming file.

9.5.5. Monitoring and Controlling Printing

Several utilities are available to monitor print jobs and check and control printer operation.

9.5.5.1. lpq(1)

lpq(1) shows the status of a user’s print jobs. Print jobs from other users are not shown.

Show the current user’s pending jobs on a single printer:

% lpq -Plp
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     0    (standard input)                      12792 bytes

Show the current user’s pending jobs on all printers:

% lpq -a
lp:
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     1    (standard input)                      27320 bytes

laser:
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     287  (standard input)                      22443 bytes
9.5.5.2. lprm(1)

lprm(1) is used to remove print jobs. Normal users are only allowed to remove their own jobs. root can remove any or all jobs.

Remove all pending jobs from a printer:

# lprm -Plp -
dfA002smithy dequeued
cfA002smithy dequeued
dfA003smithy dequeued
cfA003smithy dequeued
dfA004smithy dequeued
cfA004smithy dequeued

Remove a single job from a printer. lpq(1) is used to find the job number.

% lpq
Rank   Owner      Job  Files                                 Total Size
1st    jsmith     5    (standard input)                      12188 bytes

% lprm -Plp 5
dfA005smithy dequeued
cfA005smithy dequeued
9.5.5.3. lpc(8)

lpc(8) is used to check and modify printer status. lpc is followed by a command and an optional printer name. all can be used instead of a specific printer name, and the command will be applied to all printers. Normal users can view status with lpc(8). Only root can use commands which modify printer status.

Show the status of all printers:

% lpc status all
lp:
	queuing is enabled
	printing is enabled
	1 entry in spool area
	printer idle
laser:
	queuing is enabled
	printing is enabled
	1 entry in spool area
	waiting for laser to come up

Prevent a printer from accepting new jobs, then begin accepting new jobs again:

# lpc disable lp
lp:
	queuing disabled
# lpc enable lp
lp:
	queuing enabled

Stop printing, but continue to accept new jobs. Then begin printing again:

# lpc stop lp
lp:
	printing disabled
# lpc start lp
lp:
	printing enabled
	daemon started

Restart a printer after some error condition:

# lpc restart lp
lp:
	no daemon to abort
	printing enabled
	daemon restarted

Turn the print queue off and disable printing, with a message to explain the problem to users:

# lpc down lp Repair parts will arrive on Monday
lp:
	printer and queuing disabled
	status message is now: Repair parts will arrive on Monday

Re-enable a printer that is down:

# lpc up lp
lp:
	printing enabled
	daemon started

See lpc(8) for more commands and options.

9.5.6. Shared Printers

Printers are often shared by multiple users in businesses and schools. Additional features are provided to make sharing printers more convenient.

9.5.6.1. Aliases

The printer name is set in the first line of the entry in /etc/printcap. Additional names, or aliases, can be added after that name. Aliases are separated from the name and each other by vertical bars:

lp|repairsprinter|salesprinter:\

Aliases can be used in place of the printer name. For example, users in the Sales department print to their printer with

% lpr -Psalesprinter sales-report.txt

Users in the Repairs department print to their printer with

% lpr -Prepairsprinter repairs-report.txt

All of the documents print on that single printer. When the Sales department grows enough to need their own printer, the alias can be removed from the shared printer entry and used as the name of a new printer. Users in both departments continue to use the same commands, but the Sales documents are sent to the new printer.

9.5.6.2. Header Pages

It can be difficult for users to locate their documents in the stack of pages produced by a busy shared printer. Header pages were created to solve this problem. A header page with the user name and document name is printed before each print job. These pages are also sometimes called banner or separator pages.

Enabling header pages differs depending on whether the printer is connected directly to the computer with a USB, parallel, or serial cable, or is connected remotely over a network.

Header pages on directly-connected printers are enabled by removing the :sh:\ (Suppress Header) line from the entry in /etc/printcap. These header pages only use line feed characters for new lines. Some printers will need the /usr/share/examples/printing/hpif filter to prevent stairstepped text. The filter configures PCL printers to print both carriage returns and line feeds when a line feed is received.

Header pages for network printers must be configured on the printer itself. Header page entries in /etc/printcap are ignored. Settings are usually available from the printer front panel or a configuration web page accessible with a web browser.

9.5.7. References

Example files: /usr/share/examples/printing/.

The 4.3BSD Line Printer Spooler Manual, /usr/share/doc/smm/07.lpd/paper.ascii.gz.

9.6. Other Printing Systems

Several other printing systems are available in addition to the built-in lpd(8). These systems offer support for other protocols or additional features.

9.6.1. CUPS (Common UNIX® Printing System)

CUPS is a popular printing system available on many operating systems. Using CUPS on FreeBSD is documented in a separate article: CUPS

9.6.2. HPLIP

Hewlett Packard provides a printing system that supports many of their inkjet and laser printers. The port is print/hplip. The main web page is at http://hplipopensource.com/hplip-web/index.html. The port handles all the installation details on FreeBSD. Configuration information is shown at http://hplipopensource.com/hplip-web/install/manual/hp_setup.html.

9.6.3. LPRng

LPRng was developed as an enhanced alternative to lpd(8). The port is sysutils/LPRng. For details and documentation, see http://www.lprng.com/.

Chapter 10. Linux® Binary Compatibility

10.1. Synopsis

FreeBSD provides binary compatibility with Linux®, allowing users to install and run most Linux® binaries on a FreeBSD system without having to first modify the binary. It has even been reported that, in some situations, Linux® binaries perform better on FreeBSD than they do on Linux®.

However, some Linux®-specific operating system features are not supported under FreeBSD. For example, Linux® binaries will not work on FreeBSD if they overly use i386™ specific calls, such as enabling virtual 8086 mode.

Support for 64-bit binary compatibility with Linux® was added in FreeBSD 10.3.

After reading this chapter, you will know:

  • How to enable Linux® binary compatibility on a FreeBSD system.

  • How to install additional Linux® shared libraries.

  • How to install Linux® applications on a FreeBSD system.

  • The implementation details of Linux® compatibility in FreeBSD.

Before reading this chapter, you should:

10.2. Configuring Linux® Binary Compatibility

By default, Linux® libraries are not installed and Linux® binary compatibility is not enabled. Linux® libraries can either be installed manually or from the FreeBSD Ports Collection.

Before attempting to build the port, load the Linux® kernel module, otherwise the build will fail:

# kldload linux

For 64-bit compatibility:

# kldload linux64

To verify that the module is loaded:

% kldstat
      Id Refs Address    Size     Name
      1    2 0xc0100000 16bdb8   kernel
      7    1 0xc24db000 d000     linux.ko

The emulators/linux_base-c7 package or port is the easiest way to install a base set of Linux® libraries and binaries on a FreeBSD system. To install the port:

# pkg install emulators/linux_base-c7

For Linux® compatibility to be enabled at boot time, add this line to /etc/rc.conf:

linux_enable="YES"

On 64-bit machines, /etc/rc.d/abi will automatically load the module for 64-bit emulation.

Since the Linux® binary compatibility layer has gained support for running both 32- and 64-bit Linux® binaries (on 64-bit x86 hosts), it is no longer possible to link the emulation functionality statically into a custom kernel.

For some applications, /compat/linux/proc, /compat/linux/sys, and /compat/linux/dev/shm may need to be mounted. Add this line to /etc/fstab:

linprocfs  /compat/linux/proc     linprocfs   rw            0   0
linsysfs   /compat/linux/sys      linsysfs    rw            0   0
tmpfs      /compat/linux/dev/shm  tmpfs       rw,mode=1777  0   0

Then mount the filesystem accordingly:

# mount /compat/linux/sys
# mount /compat/linux/proc
# mount /compat/linux/dev/shm

10.2.1. Installing Additional Libraries Manually

If a Linux® application complains about missing shared libraries after configuring Linux® binary compatibility, determine which shared libraries the Linux® binary needs and install them manually.

From a Linux® system, ldd can be used to determine which shared libraries the application needs. For example, to check which shared libraries linuxdoom needs, run this command from a Linux® system that has Doom installed:

% ldd linuxdoom
libXt.so.3 (DLL Jump 3.1) => /usr/X11/lib/libXt.so.3.1.0
libX11.so.3 (DLL Jump 3.1) => /usr/X11/lib/libX11.so.3.1.0
libc.so.4 (DLL Jump 4.5pl26) => /lib/libc.so.4.6.29

Then, copy all the files in the last column of the output from the Linux® system into /compat/linux on the FreeBSD system. Once copied, create symbolic links to the names in the first column. This example will result in the following files on the FreeBSD system:

/compat/linux/usr/X11/lib/libXt.so.3.1.0
/compat/linux/usr/X11/lib/libXt.so.3 -> libXt.so.3.1.0
/compat/linux/usr/X11/lib/libX11.so.3.1.0
/compat/linux/usr/X11/lib/libX11.so.3 -> libX11.so.3.1.0
/compat/linux/lib/libc.so.4.6.29
/compat/linux/lib/libc.so.4 -> libc.so.4.6.29

If a Linux® shared library already exists with a matching major revision number to the first column of the ldd output, it does not need to be copied to the file named in the last column, as the existing library should work. It is advisable to copy the shared library if it is a newer version, though. The old one can be removed, as long as the symbolic link points to the new one.

For example, these libraries already exist on the FreeBSD system:

/compat/linux/lib/libc.so.4.6.27
/compat/linux/lib/libc.so.4 -> libc.so.4.6.27

and ldd indicates that a binary requires a later version:

libc.so.4 (DLL Jump 4.5pl26) -> libc.so.4.6.29

Since the existing library is only one or two versions out of date in the last digit, the program should still work with the slightly older version. However, it is safe to replace the existing libc.so with the newer version:

/compat/linux/lib/libc.so.4.6.29
/compat/linux/lib/libc.so.4 -> libc.so.4.6.29

Generally, one will need to look for the shared libraries that Linux® binaries depend on only the first few times that a Linux® program is installed on FreeBSD. After a while, there will be a sufficient set of Linux® shared libraries on the system to be able to run newly installed Linux® binaries without any extra work.

10.2.2. Installing Linux® ELF Binaries

ELF binaries sometimes require an extra step. When an unbranded ELF binary is executed, it will generate an error message:

% ./my-linux-elf-binary
ELF binary type not known
Abort

To help the FreeBSD kernel distinguish between a FreeBSD ELF binary and a Linux® binary, use brandelf(1):

% brandelf -t Linux my-linux-elf-binary

Since the GNU toolchain places the appropriate branding information into ELF binaries automatically, this step is usually not necessary.

10.2.3. Installing a Linux® RPM Based Application

To install a Linux® RPM-based application, first install the archivers/rpm4 package or port. Once installed, root can use this command to install a .rpm:

# cd /compat/linux
# rpm2cpio < /path/to/linux.archive.rpm | cpio -id

If necessary, brandelf the installed ELF binaries. Note that this will prevent a clean uninstall.

10.2.4. Configuring the Hostname Resolver

If DNS does not work or this error appears:

resolv+: "bind" is an invalid keyword resolv+:
"hosts" is an invalid keyword

configure /compat/linux/etc/host.conf as follows:

order hosts, bind
multi on

This specifies that /etc/hosts is searched first and DNS is searched second. When /compat/linux/etc/host.conf does not exist, Linux® applications use /etc/host.conf and complain about the incompatible FreeBSD syntax. Remove bind if a name server is not configured using /etc/resolv.conf.

10.3. Advanced Topics

This section describes how Linux® binary compatibility works and is based on an email written to FreeBSD chat mailing list by Terry Lambert tlambert@primenet.com (Message ID: <199906020108.SAA07001@usr09.primenet.com>).

FreeBSD has an abstraction called an "execution class loader". This is a wedge into the execve(2) system call.

Historically, the UNIX® loader examined the magic number (generally the first 4 or 8 bytes of the file) to see if it was a binary known to the system, and if so, invoked the binary loader.

If it was not the binary type for the system, the execve(2) call returned a failure, and the shell attempted to start executing it as shell commands. The assumption was a default of "whatever the current shell is".

Later, a hack was made for sh(1) to examine the first two characters, and if they were :\n, it invoked the csh(1) shell instead.

FreeBSD has a list of loaders, instead of a single loader, with a fallback to the #! loader for running shell interpreters or shell scripts.

For the Linux® ABI support, FreeBSD sees the magic number as an ELF binary. The ELF loader looks for a specialized brand, which is a comment section in the ELF image, and which is not present on SVR4/Solaris™ ELF binaries.

For Linux® binaries to function, they must be branded as type Linux using brandelf(1):

# brandelf -t Linux file

When the ELF loader sees the Linux brand, the loader replaces a pointer in the proc structure. All system calls are indexed through this pointer. In addition, the process is flagged for special handling of the trap vector for the signal trampoline code, and several other (minor) fix-ups that are handled by the Linux® kernel module.

The Linux® system call vector contains, among other things, a list of sysent[] entries whose addresses reside in the kernel module.

When a system call is called by the Linux® binary, the trap code dereferences the system call function pointer off the proc structure, and gets the Linux®, not the FreeBSD, system call entry points.

Linux® mode dynamically reroots lookups. This is, in effect, equivalent to union to file system mounts. First, an attempt is made to lookup the file in /compat/linux/original-path. If that fails, the lookup is done in /original-path. This makes sure that binaries that require other binaries can run. For example, the Linux® toolchain can all run under Linux® ABI support. It also means that the Linux® binaries can load and execute FreeBSD binaries, if there are no corresponding Linux® binaries present, and that a uname(1) command can be placed in the /compat/linux directory tree to ensure that the Linux® binaries cannot tell they are not running on Linux®.

In effect, there is a Linux® kernel in the FreeBSD kernel. The various underlying functions that implement all of the services provided by the kernel are identical to both the FreeBSD system call table entries, and the Linux® system call table entries: file system operations, virtual memory operations, signal delivery, and System V IPC. The only difference is that FreeBSD binaries get the FreeBSD glue functions, and Linux® binaries get the Linux® glue functions. The FreeBSD glue functions are statically linked into the kernel, and the Linux® glue functions can be statically linked, or they can be accessed via a kernel module.

Technically, this is not really emulation, it is an ABI implementation. It is sometimes called "Linux® emulation" because the implementation was done at a time when there was no other word to describe what was going on. Saying that FreeBSD ran Linux® binaries was not true, since the code was not compiled in.

Chapter 11. WINE

11.1. Synopsis

WINE, which stands for Wine Is Not an Emulator, is technically a software translation layer. It enables to install and run some software written for Windows® on FreeBSD (and other) systems.

It operates by intercepting system calls, or requests from the software to the operating system, and translating them from Windows® calls to calls that FreeBSD understands. It will also translate any responses as needed into what the Windows® software is expecting. So in some ways, it emulates a Windows® environment, in that it provides many of the resources Windows® applications are expecting.

However, it is not an emulator in the traditional sense. Many of these solutions operate by constructing an entire other computer using software processes in place of hardware Virtualization (such as that provided by the emulators/qemu port) operates in this way. One of the benefits of this approach is the ability to install a full version of the OS in question to the emulator. It means that the environment will not look any different to applications than a real machine, and chances are good that everything will work on it. The downside to this approach is the fact that software acting as hardware is inherently slower than actual hardware. The computer built in software (called the guest) requires resources from the real machine (the host), and holds on to those resources for as long as it is running.

The WINE Project, on the other hand, is much lighter on system’s resources. It will translate system calls on the fly, so while it is difficult to be as fast as a real Windows® computer, it can come very close. On the other hand, WINE is trying to keep up with a moving target in terms of all the different system calls and other functionality it needs to support. As a result there may be applications that do not work as expected on WINE, will not work at all, or will not even install to begin with.

At the end of the day, WINE provides another option to try to get a particular Windows® software program running on FreeBSD. It can always serve as the first option which, if successful, offers a good experience without unnecessarily depleting the host FreeBSD system’s resources.

This chapter will describe:

  • How to install WINE on a FreeBSD system.

  • How WINE operates, and how it is different from other alternatives like virtualizaton.

  • How to fine-tune WINE to the specific needs of some applications.

  • How to install GUI helpers for WINE.

  • Common tips and solutions for on FreeBSD.

  • Considerations for WINE on FreeBSD in terms of the multi-user environment.

Before reading this chapter, it will be useful to:

11.2. WINE Overview & Concepts

WINE is a complex system, so before running it on a FreeBSD system it is worth gaining an understanding of what it is and how it works.

11.2.1. What is WINE?

As mentioned in the Synopsis for this chapter, WINE is a compatibility layer that allows Windows® applications to run on other operating systems. In theory, it means these programs should run on systems like FreeBSD, macOS, and Android.

When WINE runs a Windows® executable, two things occur:

  • Firstly, WINE implements an environment that mimics that of various versions of Windows®. For example, if an application requests access to a resource such as RAM, WINE has a memory interface that looks and acts (as far as the application is concerned) like Windows®.

  • Then, once that application makes use of that interface, WINE takes the incoming request for space in memory and translates it to something compatible with the host system. In the same way when the application retrieves that data, WINE facilitates fetching it from the host system and passing it back to the Windows® application.

11.2.2. WINE and the FreeBSD System

Installing WINE on a FreeBSD system will entail a few different components:

  • FreeBSD applications for tasks such as running the Windows® executables, configuring the WINE sub-system, or compiling programs with WINE support.

  • A large number of libraries that implement the core functions of Windows® (for example /lib/wine/api-ms-core-memory-l1-1-1.dll.so, which is part of the aforementioned memory interface).

  • A number of Windows® executables, which are (or mimic) common utilities (such as /lib/wine/notepad.exe.so, which provides the standard Windows® text editor).

  • Additional Windows® assets, in particular fonts (like the Tahoma font, which is stored in share/wine/fonts/tahoma.ttf in the install root).

11.2.3. Graphical Versus Text Mode/Terminal Programs in WINE

As an operating system where terminal utilities are "first-class citizens," it is natural to assume that WINE will contain extensive support for text-mode program. However, the majority of applications for Windows®, especially the most popular ones, are designed with a graphical user interface (GUI) in mind. Therefore, WINE’s utilities are designed by default to launch graphical programs.

However, there are three methods available to run these so-called Console User Interface (CUI) programs:

  • The Bare Streams approach will display the output directly to standard output.

  • The wineconsole utility can be used with either the user or curses backed to utilize some of the enhancements the WINE system provides for CUI applications.

These approaches are described in greater detail on the WINE Wiki.

11.2.4. WINE Derivative Projects

WINE itself is a mature open source project, so it is little surprise it is used as the foundation of more complex solutions.

11.2.4.1. Commercial WINE Implementations

A number of companies have taken WINE and made it a core of their own, proprietary products (WINE’s LGPL license permits this). Two of the most famous of these are as follows:

  • Codeweavers CrossOver

This solution provides a simplified "one-click" installation of WINE, which contains additional enhancements and optimizations (although the company contributes many of these back upstream to the WINE project). One area of focus for Codeweavers is to make the most popular applications install and run smoothly.

While the company once produced a native FreeBSD version of their CrossOver solution, it appears to have long been abandoned. While some resources (such as a dedicated forum) are still present, they also have seen no activity for some time.

  • Steam Proton

Gaming company Steam also uses WINE to enable Windows® games to install and run on other systems. it is primary target is Linux-based systems, though some support exists for macOS as well.

While Steam does not offer a native FreeBSD client,there are several options for using the Linux® client using FreeBSD’s Linux Compatibility Layer.

11.2.4.2. WINE Companion Programs

In addition to proprietary offerings, other projects have released applications designed to work in tandem with the standard, open source version of WINE. The goals for these can range from making installation easier to offering easy ways to get popular software installed.

These solutions are covered in greater detail in the later section on GUI frontends, and include the following:

  • winetricks

  • Homura

11.2.5. Alternatives to WINE

For FreeBSD users, some alternatives to using WINE are as follows:

  • Dual-Booting: A straightforward option is to run desired Windows® applications natively on that OS. This of course means existing FreeBSD in order to boot Windows®, so this method is not feasible if access to programs in both systems is required simultaneously.

  • Virtual Machines: Virtual Machines (VMs), as mentioned earlier in this chapter, are software processes that emulate full sets of hardware, on which additional operating systems (including Windows®) can be installed and run. Modern tools make VMs easy to create and manage, but this method comes at a cost. A good portion of the host systems resources must be allocated to each VM, and those resources cannot be reclaimed by the host as long as the VM is running. A few examples of VM managers include the open source solutions qemu, bhyve, and VirtualBox. See the chapter on Virtualization for more detail.

  • Remote Access: Like many other UNIX®-like systems, FreeBSD can run a variety of applications enabling users to remotely access Windows® computers and use their programs or data. In addtion to clients such as xrdp that connect to the standard Windows® Remote Desktop Protocol, other open source standards such as vnc can also be used (provided a compatible server is present on the other side).

11.3. Installing WINE on FreeBSD

WINE can be installed via the pkg tool, or by compiling the port(s).

11.3.1. WINE Prerequistes

Before installing WINE itself, it is useful to have the following pre-requisites installed.

  • A GUI

Most Windows® programs are expecting to have a graphical user interface available. If WINE is installed without one present, its dependencies will include the Wayland compositor, and so a GUI will be installed along with WINE. But it is useful to have the GUI of choice installed, configured, and working correctly before installing WINE.

  • wine-gecko

The Windows® operating system has for some time had a default web browser pre-installed: Internet Explorer. As a result, some applications work under the assumption that there will always be something capable of displaying web pages. In order to provide this functionality, the WINE layer includes a web browser component using the Mozilla project’s Gecko engine. When WINE is first launched it will offer to download and install this, and there are reasons users might want it do so (these will be covered in a later chapter). But they can also install it prior to installing WINE, or alongside the install of WINE proper.

Install this package with the following:

# pkg install wine-gecko

Alternately, compile the port with the following:

# cd /usr/ports/emulator/wine-gecko
# make install
  • wine-mono

This port installs the MONO framework, an open source implementation of Microsoft’s .NET. Including this with the WINE installation will make it that much more likely that any applications written in .NET will install and run on the system.

To install the package:

# pkg install wine-mono

To compile from the ports collection:

# cd /usr/ports/emulator/wine-mono
# make install

11.3.2. Installing WINE via FreeBSD Package Repositories

With the pre-requisites in place, install WINE via package with the following command:

# pkg install wine

Alternately compile the WINE sub-system from source with the following:

# cd /usr/ports/emulator/wine
# make install

11.3.3. Concerns of 32- Versus 64-Bit in WINE Installations

Like most software, Windows® applications made the upgrade from the older 32-bit architecture to 64 bits. And most recent software is written for 64-bit operating systems, although modern OSes can sometimes continue to run older 32-bit programs as well. FreeBSD is no different, having had support for 64-bit since the 5.x series.

However, using old software no longer supported by default is a common use for emulators, and users commonly turn to WINE to play games and use other programs that do not run properly on modern hardware. Fortunately, FreeBSD can support all three scenarios:

  • On modern, 64-bit machine and want to run 64-bit Windows® software, simply install the ports mentioned in the above sections. The ports system will automatically install the 64-bit version.

  • Alternately, users might have an older 32-bit machine that they do not want to run with its original, now non-supported software. They can install the 32-bit (i386) version of FreeBSD, then install the ports in the above sections. Again, on a 32-bit machine the ports system will install the corresponding 32-bit version of WINE by default.

However, given a 64-bit version of FreeBSD and need to run 32-bit Windows® applications, installing a different port is required to enable 32-bit compatibility. To install the pre-compiled package, use the following:

# pkg install i386-wine

Or compile the port with the following:

# cd /usr/ports/emulator/i386-wine
# make install

11.4. Running a First WINE Program on FreeBSD

Now that WINE is installed, the next step is to try it out by running a simple program. An easy way to do this is to download a self-contained application, i.e., one can simply unpack and run without any complex installation process.

So-called "portable" versions of applications are good choices for this test, as are programs that run with only a single executable file.

11.4.1. Running a Program from the Command Line

There are two different methods to launch a Windows program from the terminal. The first, and most straightforward is to navigate to the directory containing the program’s executable (.EXE) and issue the following:

% wine program.exe

For applications that take command-line arguments, add them after the executable as usual:

% wine program2.exe -file file.txt

Alternately, supply the full path to the executable to use it in a script, for example:

% wine /home/user/bin/program.exe

11.4.2. Running a Program from a GUI

After installation graphical shells should be updated with new associations for Windows executable (.EXE) files. It will now be possible to browse the system using a file manager, and launch the Windows application in the same way as other files and programs (either a single- or double-click, depending on the desktop’s settings).

On most desktops, check to make sure this association is correct by right-clicking on the file, and looking for an entry in the context menu to open the file. One of the options (hopefully the default one) will be with the Wine Windows Program Loader, as shown in the below screenshot:

wine run np++ 1

In the event the program does not run as expected, try launching it from the command line and review any messages displayed in the terminal to troubleshoot.

In the event WINE is not the default application for .EXE files after install, check the MIME associate for this extension in the current desktop environment, graphical shell, or file manager.

11.5. Configuring WINE Installation

With an understanding of what WINE is and how it works at a high level, the next step to effectively using it on FreeBSD is becoming familiar with its configuration. The following sections will describe the key concept of the WINE prefix, and illustrate how it is used to control the behavior of applications run through WINE.

11.5.1. WINE Prefixes

A WINE prefix is a directory, usually located beneath the default location of $HOME/.wine though it can be located elsewhere. The prefix is a set of configurations and support files used by the wine to configure and run the Windows® environment a given application needs. By default, a brand new WINE installation will create the following structure when first launched by a user:

  • .update-timestamp: contains the last modified date of file /usr/share/wine/wine.inf. It is used by WINE to determine if a prefix is out of date, and automatically update it if needed.

  • dosdevices/: contains information on mappings of Windows® resources to resources on the host FreeBSD system. For example, after a new WINE installation, this should contain at least two entries which enable access to the FreeBSD filesystem using Windows®-style drive letters:

    • c:@: A link to drive_c described below.

    • z:@: A link to the root directory of the system.

  • drive_c/: emulates the main (i.e., C:) drive of a Windows® system. It contains a directory structure and associated files mirroring that of standard Windows® systems. A fresh WINE prefix will contain Windows® 10 directories such as Users and Windows that holds the OS itself. Furthermore, applications installed within a prefix will be located in either Program Files or Program Files (x86), depending on their architecture.

  • system.reg: This Registry file contains information on the Windows® installation, which in the case of WINE is the environment in drive_c.

  • user.reg: This Registry file contains the current user’s personal configurations, made either by varous software or through the use of the Registry Editor.

  • userdef.reg: This Registry file is a default set of configurations for newly-created users.

11.5.2. Creating and Using WINE Prefixes

While WINE will create a default prefix in the user’s $HOME/.wine/, it is possible to set up multiple prefixes. There are a few reasons to do this:

  • The most common reason is to emulate different versions of Windows®, according to the compatibility needs of the software in question.

  • In addition, it is common to encounter software that does not work correctly in the default environment, and requires special configuration. it is useful to isolate these in their own, custom prefixes, so the changes do not impact other applications.

  • Similarly, copying the default or "main" prefix into a separate "testing" one in order to evaluate an application’s compatibility can reduce the chance of corruption.

Creating a prefix from the terminal requires the following command:

% WINEPREFIX="/home/username/.wine-new" winecfg

This will run the winecfg program, which can be used to configure wine prefixes (more on this in a later section). But by providing a directory path value for the WINEPREFIX environment variable, a new prefix is created at that location if one does not already exist.

Supplying the same variable to the wine program will similarly cause the selected program to be run with the specified prefix:

% WINEPREFIX="/home/username/.wine-new" wine program.exe

11.5.3. Configuring WINE Prefixes with winecfg

As described above WINE includes a tool called winecfg to configure prefixes from within a GUI. It contains a variety of functions, which are detailed in the sections below. When winecfg is run from within a prefix, or provided the location of a prefix within the WINEPREFIX variable, it enables the configuration of the selected prefix as described in the below sections.

Selections made on the Applications tab will affect the scope of changes made in the Libraries and Graphics tabs, which will be limited to the application selected. See the section on Using Winecfg in the WINE Wiki for more details.

11.5.3.1. Applications
wine config 1

The Applications contains controls enabling the association of programs with a particular version of Windows®. On first start-up the Application settings section will contain a single entry: Default Settings. This corresponds to all the default configurations of the prefix, which (as the disabled Remove application button implies) cannot be deleted.

But additional applications can be added with the following process:

  1. Click the Add application button.

  2. Use the provided dialog to select the desired program’s executable.

  3. Select the version of Windows® to be used with the selected program.

11.5.3.2. Libraries
wine config 2

WINE provides a set of open source library files as part of its distribution that provide the same functions as their Windows® counterparts. However, as noted earlier in this chapter, the WINE project is always trying to keep pace with new updates to these libraries. As a result, the versions that ship with WINE may be missing functionality that the latest Windows® programs are expecting.

However, winecfg makes it possible specify overrides for the built-in libraries, particularly there is a version of Windows® available on the same machine as the host FreeBSD installation. For each library to be overridden, do the following:

  1. Open the New override for library drop-down and select the library to be replaced.

  2. Click the Add button.

  3. The new override will appear in the Existing overrides list, notice the native, builtin designation in parentheses.

  4. Click to select the library.

  5. Click the Edit button.

  6. Use the provided dialog to select a corresponding library to be used in place of the built-in one.

Be sure to select a file that is truly the corresponding version of the built-in one, otherwise there may be unexpected behavior.

11.5.3.3. Graphics
wine config 3

The Graphics tab provides some options to make the windows of programs run via WINE operate smoothly with FreeBSD

  • Automatic mouse capture when windows are full-screen.

  • Allowing the FreeBSD window manager to decorate the windows, such as their title bars, for programs running via WINE.

  • Allowing the window manager to control windows for programs running via WINE, such as running resizing functions on them.

  • Create an emulated virtual desktop, within which all WINE programs will run. If this item is selected, the size of the virtual desktop can be specified using the Desktop size input boxes.

  • Setting the screen resolution for programs running via WINE.

11.5.3.4. Desktop Integration
wine config 4

This tab allows configuration of the following items:

  • The theme and related visual settings to be used for programs running via WINE.

  • Whether the WINE sub-system should manage MIME types (used to determine which application opens a particular file type) internally.

  • Mappings of directories in the host FreeBSD system to useful folders within the Windows® environment. To change an existing association, select the desired item and click Browse, then use the provided dialog to select a directory.

11.5.3.5. Drives
wine config 5

The Drives tab allows linking of directories in the host FreeBSD system to drive letters in the Windows® environment. The default values in this tab should look familiar, as they’re displaying the contents of dosdevices/ in the current WINE prefix. Changes made via this dialog will reflect in dosdevices, and properly-formatted links created in that directory will display in this tab.

To create a new entry, such as for a CD-ROM (mounted at /mnt/cdrom), take the following steps:

  1. Click the _Add _ button.

  2. In the provided dialog, choose a free drive letter.

  3. Click OK.

  4. Fill in the Path input box by either typing the path to the resource, or click _Browse _ and use the provided dialog to select it.

By default WINE will autodetect the type of resource linked, but this can be manually overridden. See the section in the WINE Wiki for more detail on advanced options.

11.5.3.6. Audio
wine config 6

This tab contains some configurable options for routing sound from Windows® programs to the native FreeBSD sound system, including:

  • Driver selection

  • Default device selection

  • Sound test

11.5.3.7. About
wine config 7

The final tab contains information on the WINE project, including a link to the website. It also allows entry of (entirely optional) user information, although this is not sent anywhere as it is in other operating systems.

11.6. WINE Management GUIs

While the base install of WINE comes with a GUI configuration tool in winecfg, it is main purpose is just that: strictly configuring an existing WINE prefix. There are, however, more advanced applications that will assist in the initial installation of applications as well as optimizing their WINE environments. The below sections include a selection of the most popular.

11.6.1. Winetricks

winetricks is a cross-platform, general purpose helper program for WINE. It is not developed by the WINE project proper, but rather maintained on Github by a group of contributors. It contains some automated "recipes" for getting common applications to work on WINE, both by optimizing the settings as well as acquiring some DLL libraries automatically.

11.6.1.1. Installing winetricks

To install winetricks on a FreeBSD using binary packages, use the following commands (note winetricks requires either the i386-wine or i386-wine-devel package, and is therefore not installed automatically with other dependencies):

# pkg install i386-wine winetricks

To compile it from source, issue the following in the terminal:

# cd /usr/ports/emulators/i386-wine
# make install
# cd /usr/ports/emulators/winetricks
# make install

If a manual installation is required, refer to the Github account for instructions.

11.6.1.2. Using winetricks

Run winetricks with the following command:

% winetricks

Note: this should be in a 32-bit prefix to run winetricks. Launching winetricks displays a window with a number of choices, as follows:

winetricks run 1

Selecting either Install an application, Install a benchmark, or Install a game shows a list with supported options, such as the one below for applications:

winetricks run 2

Selecting one or more items and clicking OK will start their installation process(es). Initially, some messages that appear to be errors may show up, but they’re actually informational alerts as winetricks configures the WINE environment to get around known issues for the application:

winetricks app install 1

Once these are circumvented, the actual installer for the application will be run:

winetricks app install 2

Once the installation completes, the new Windows application should be available from the desktop environment’s standard menu (shown in the screenshot below for the LXQT desktop environment):

winetricks menu 1

In order to remove the application, run winetricks again, and select Run an uninstaller.

winetricks uninstall 1

A Windows®-style dialog will appear with a list of installed programs and components. Select the application to be removed, then click the Modify/Remove button.

winetricks uninstall 2

This will run the applications built-in installer, which should also have the option to uninstall.

winetricks uninstall 3

11.6.2. Homura

Homura is an application similar to winetricks, although it was inspired by the Lutris gaming system for Linux. But while it is focused on games, there are also non-gaming applications available for install through Homura.

11.6.2.1. Installing Homura

To install Homura’s binary package, issue the following command:

# pkg install homura

Homura is available in the FreeBSD Ports system. However, than the emulators section of Ports or binary packages, look for it in the games section.

# cd /usr/ports/games/homura
# make install
11.6.2.2. Using Homura

Homura’s usage is quite similar to that of winetricks. When using it for the first time, launch it from the command line (or a desktop environment runner applet) with:

% Homura

This should result in a friendly welcome message. Click OK to continue.

homura launch 1

The program will also offer to place a link in the application menu of compatible environments:

homura run 2

Depending on the setup of the FreeBSD machine, Homura may display a message urging the install of native graphics drivers.

homura run 3

The application’s window should then appear, which amounts to a "main menu" with all its options. Many of the items are the same as winetricks, although Homura offers some additional, helpful options such as opening its data folder (Open Homura Folder) or running a specified program (Run a executable in prefix).

homura install 1

To select one of Homura’s supported applications to install, select Installation, and click OK. This will display a list of applications Homura can install automatically. Select one, and click OK to start the process.

homura install 2

As a first step Homura will download the selected program. A notification may appear in supported desktop environments.

homura install 3

The program will also create a new prefix for the application. A standard WINE dialog with this message will display.

homura install 4

Next, Homura will install any prerequisites for the selected program. This may involve downloading and extracting a fair number of files, the details of which will show in dialogs.

homura install 5

Downloaded packages are automatically opened and run as required.

homura install 6

The installation may end with a simple desktop notification or message in the terminal, depending on how Homura was launched. But in either case Homura should return to the main screen. To confirm the installation was successful, select Launcher, and click OK.

homura install 7

This will display a list of installed applications.

homura install 8

To run the new program, select it from the list, and click OK. To uninstall the application, select Uninstallation from the main screen, which will display a similar list. Select the program to be removed, and click OK.

homura uninstall 1

11.6.3. Running Multiple Management GUIs

it is worth noting that the above solutions are not mutually exclusive. it is perfectly acceptable, even advantageous, to have both installed at the same time, as they support a different set of programs.

However, it is wise to ensure that they do not access any of the same WINE prefixes. Each of these solutions applies workarounds and makes changes to the registries based on known workarounds to existing WINE issues in order to make a given application run smoothly. Allowing both winetricks and Homura to access the same prefix could lead to some of these being overwritten, with the result being some or all applications do not work as expected.

11.7. WINE in Multi-User FreeBSD Installations

11.7.1. Issues with Using a Common WINE Prefix

Like most UNIX®-like operating systems, FreeBSD is designed for multiple users to be logged in and working at the same time. On the other hand, Windows® is multi-user in the sense that there can be multiple user accounts set up on one system. But the expectation is that only one will be using the physical machine (a desktop or laptop PC) at any given moment.

More recent consumer versions of Windows® have taken some steps to improve the OS in multi-user scenarios. But it is still largely structured around a single-user experience. Furthermore, the measures the WINE project has taken to create acompatible environment means, unlike FreeBSD applications (including WINE itself), it will resemble this single-user environment.

So it follows that each user will have to maintain their own set of configurations, which is potentially good. Yet it is advantageous to install applications, particularly large ones like office suites or games, only once. Two examples of reasons to do this are maintenance (software updates need only be applied once) and efficiency in storage (no duplicated files).

There are two strategies to minimze the impact of multiple WINE users in the system.

11.7.2. Installing Applications to a Common Drive

As shown in the section on WINE Configuration, WINE provides the ability to attach additional drives to a given prefix. In this way, applications can be installed to a common location, while each user will still have an prefix where individual settings may be kept (depending on the program). This is a good setup if there are relatively few applications to be shared between users, and they are programs that require few custom tweaks changes to the prefix in order to function.

The steps to make install applications in this way are as follows:

  1. First, set up a shared location on the system where the files will be stored, such as /mnt/windows-drive_d/. Creating new directories is described in man page for the mkdir command.

  2. Next, set permissions for this new directory to allow only desired users to access it. One approach to this is to create a new group such as "windows," add the desired users to that group (see the sub-section on groups in the Handbook’s Users and Basic Account Management section), and set to the permissions on the directory to 770 (the section on Permissions in the FreeBSD Basics chapter of the Handbook illustrates this process).

  3. Finally, add the location as a drive to the user’s prefix using the winecfg as described in the above section on WINE Configuration in this chapter.

Once complete, applications can be installed to this location, and subsequently run using the assigned drive letter (or the standard UNIX®-style directory path). However, as noted above, only one user should be running these applications (which may be accessing files within their installation directory) at the same time. Some applications may also exhibit unexpected behavior when run by a user who is not the owner, despite being a member of the group that should have full "read/write/execute" permissions for the entire directory.

11.7.3. Using a Common Installation of WINE

If, on the other hand, there are many applications to be shared, or they require specific tuning in order to work correctly, a different approach may be required. In this method, a completely separate user is created specifically for the purposes of storing the WINE prefix and all its installed applications. Individual users are then granted permission to run programs as this user using the su command. The result is that these users can launch a WINE application as they normally would, only it will act as though launched by the newly-created user, and therefore use the centrally-maintained prefix containing both settings and programs. To accomplish this, take the following steps.

Create a new user with the following command (as root), which will step through the required details:

# adduser

Enter the username (e.g., windows) and Full name ("Microsoft Windows"). Then accept the defaults for the remainder of the questions. Next, install the sudo utlity using binary packages with the following:

# pkg install sudo

Once installed, edit /etc/sudoers as follows:

# User alias specification

# define which users can run the wine/windows programs
User_Alias WINDOWS_USERS = user1,user2

# define which users can administrate (become root)
User_Alias ADMIN = user1

# Cmnd alias specification

# define which commands the WINDOWS_USERS may run
Cmnd_Alias WINDOWS = /usr/bin/wine,/usr/bin/winecfg

# Defaults
Defaults:WINDOWS_USERS env_reset
Defaults:WINDOWS_USERS env_keep += DISPLAY
Defaults:WINDOWS_USERS env_keep += XAUTHORITY
Defaults    !lecture,tty_tickets,!fqdn

# User privilege specification
root    ALL=(ALL) ALL

# Members of the admin user_alias, defined above, may gain root privileges
ADMIN ALL=(ALL) ALL

# The WINDOWS_USERS may run WINDOWS programs as user windows without a password
WINDOWS_USERS ALL = (windows) NOPASSWD: WINDOWS

The result of these changes is the users named in the User_Alias section are permitted to run the programs listed in the Cmnd Alias section using the resources listed in the Defaults section (the current display) as if they were the user listed in the final line of the file. In other words, users designates as WINDOWS_USERS can run the wine and winecfg applications as user windows. As a bonus, the configuration here means they will not be required to enter the password for the windows user.

Next provide access to the display back to the windows user, as whom the WINE programs will be running:

% xhost +local:windows

This should be added to the list of commands run either at login or when the default graphical environment starts. Once all the above are complete, a user configured as one of the WINDOW_USERS in sudoers can run programs using the shared prefix with the following command:

it is worth noting that multiple users accessing this shared environment at the same time is still risky. However, consider also that the shared environment can itself contain multiple prefixes. In this way an administrator can create a tested and verified set of programs, each with its own prefix. At the same time, one user can play a game while another works with office programs without the need for redundant software installations.

11.8. WINE on FreeBSD FAQ

The following section describes some frequently asked questions, tips/tricks, or common issues in running WINE on FreeBSD, along with their respective answers.

11.8.1. Basic Installation and Usage

11.8.1.1. How to Install 32-bit and 64-bit WINE on the Same System?

As described earlier in this section, the wine and i386-wine packages conflict with one another, and therefore cannot be installed on the same system in the normal way. However, multiple installs can be achieved using mechanisms like chroots/jails, or by building WINE from source (note this does not mean building the port).

11.8.1.2. Can DOS Programs Be Run on WINE?

They can, as "Console User Interface" applications as mentioned eariler in this section. However, there is an arguably better method for running DOS software: DOSBox. On the other hand, there’s little reason not to at least try it. Simply create a new prefix, install the software, and if it does not work delete the prefix.

11.8.1.3. Should the "wine-devel" Package/Port be Installed to Use the Development Version of WINE Instead of Stable?

Yes, installing this version will install the "development" version of WINE. As with the 32- and 64-bit versions, they cannot be installed together with the stable versions unless additional measures are taken.

Note that WINE also has a "Staging" version, which contains the most recent updates. This was at one time available as a FreeBSD port; however, it has since been removed. It can be compiled directly from source however.

11.8.2. Install Optimization

11.8.2.1. How Should Windows® Hardware (e.g., Graphics) Drivers be Handled?

Operating system drivers transfer commands between applications and hardware. WINE emulates a Windows® environment, including the drivers, which in turn use FreeBSD’s native drivers for this transfer. it is not advisable to install Windows® drivers, as the WINE system is designed to use the host systems drivers. If, for example, a graphics card that benefits from dedicated drivers, install them using the standard FreeBSD methods, not Windows® installers.

11.8.2.2. Is There a way to Make Windows® Fonts Look Better?

A user on the FreeBSD forums suggests this configuration to fix out-of-the-box look of WINE fonts, which can be slightly pixelated.

According to a post in the FreeBSD Forums, adding the following to .config/fontconfig/fonts.conf will add anti-aliasing and make text more readable.

<?xml version="1.0"?>
<!DOCTYPE fontconfig SYSTEM "fonts.dtd>"

<fontconfig>

  <!-- antialias all fonts -->
  <match target="font">
    <edit name="antialias" mode="assign"><bool>true</bool></edit>>
    <edit name="hinting" mode="assign"><bool>true</bool></edit>>
    <edit name="hintstyle" mode="assign"><const>hintslight</const></edit>>
    <edit name="rgba" mode="assign"><const>rgb</const></edit>>
  </match>
</fontconfig>
11.8.2.3. Does Having Windows® Installed Elsewhere on a System Help WINE Operate?

It may, depending on the application being run. As mentioned in the section describing winecfg, some built-in WINE DLLs and other libraries can be overridden by providing a path to an alternate version. Provided the Windows® partition or drive is mounted to the FreeBSD system and accessible to the user, configuring some of these overrides will use native Windows® libraries and may decrease the chance of unexpected behavior.

11.8.3. Application-Specific

11.8.3.1. Where is the Best Place to see if Application X Works on WINE?

The first stop in determining compatibiliy should be the WINE AppDB. This is a compilation of reports of programs working (or not) on all supported platforms, although (as previously mentioned), solutions for one platform are often applicable to others.

11.8.3.2. Is There Anything That Will Help Games Run Better?

Perhaps. Many Windows® games rely on DirectX, a proprietary Microsoft graphics layer. However there are projects in the open source community attempting to implement support for this technology.

The dxvk project, which is an attempt to implement DirectX using the FreeBSD-compatible Vulkan graphics sub-system, is one such. Although its primary target is WINE on Linux, some FreeBSD users report compiling and using dxvk.

In addition, work is under way on a wine-proton port. This will bring the work of Valve, developer of the Steam gaming platform, to FreeBSD. Proton is a distribution of WINE designed to allow many Windows® games to run on other operating systems with minimal setup.

11.8.3.3. Is There Anywhere FreeBSD WINE Users Gather to Exchange Tips and Tricks?

There are plenty of places FreeBSD users discuss issues related to WINE that can be searched for solutions:

11.8.4. Other OS Resources

There are a number of resources focused on other operating systems that may be useful for FreeBSD users:

  • The WINE Wiki has a wealth of information on using WINE, much of which is applicable across many of WINE’s supported operating systems.

  • Similarly, the documentation available from other OS projects can also be of good value. The WINE page on the Arch Linux Wiki is a particularly good example, although some of the "Third-party applications" (i.e., "companion applications") are obviously not available on FreeBSD.

  • Finally, Codeweavers (a developer of a commercial version of WINE) is an active upstream contributor. Oftentimes answers to questions in their support forum can be of aid in troubleshooting problems with the open source version of WINE.

Part III: System Administration

The remaining chapters cover all aspects of FreeBSD system administration. Each chapter starts by describing what will be learned as a result of reading the chapter, and also details what the reader is expected to know before tackling the material.

These chapters are designed to be read as the information is needed. They do not need to be read in any particular order, nor must all of them be read before beginning to use FreeBSD.

Chapter 12. Configuration and Tuning

12.1. Synopsis

One of the important aspects of FreeBSD is proper system configuration. This chapter explains much of the FreeBSD configuration process, including some of the parameters which can be set to tune a FreeBSD system.

After reading this chapter, you will know:

  • The basics of rc.conf configuration and /usr/local/etc/rc.d startup scripts.

  • How to configure and test a network card.

  • How to configure virtual hosts on network devices.

  • How to use the various configuration files in /etc.

  • How to tune FreeBSD using sysctl(8) variables.

  • How to tune disk performance and modify kernel limitations.

Before reading this chapter, you should:

12.2. Starting Services

Many users install third party software on FreeBSD from the Ports Collection and require the installed services to be started upon system initialization. Services, such as mail/postfix or www/apache22 are just two of the many software packages which may be started during system initialization. This section explains the procedures available for starting third party software.

In FreeBSD, most included services, such as cron(8), are started through the system startup scripts.

12.2.1. Extended Application Configuration

Now that FreeBSD includes rc.d, configuration of application startup is easier and provides more features. Using the key words discussed in Managing Services in FreeBSD, applications can be set to start after certain other services and extra flags can be passed through /etc/rc.conf in place of hard coded flags in the startup script. A basic script may look similar to the following:

#!/bin/sh
#
# PROVIDE: utility
# REQUIRE: DAEMON
# KEYWORD: shutdown

. /etc/rc.subr

name=utility
rcvar=utility_enable

command="/usr/local/sbin/utility"

load_rc_config $name

#
# DO NOT CHANGE THESE DEFAULT VALUES HERE
# SET THEM IN THE /etc/rc.conf FILE
#
utility_enable=${utility_enable-"NO"}
pidfile=${utility_pidfile-"/var/run/utility.pid"}

run_rc_command "$1"

This script will ensure that the provided utility will be started after the DAEMON pseudo-service. It also provides a method for setting and tracking the process ID (PID).

This application could then have the following line placed in /etc/rc.conf:

utility_enable="YES"

This method allows for easier manipulation of command line arguments, inclusion of the default functions provided in /etc/rc.subr, compatibility with rcorder(8), and provides for easier configuration via rc.conf.

12.2.2. Using Services to Start Services

Other services can be started using inetd(8). Working with inetd(8) and its configuration is described in depth in “The inetd Super-Server”.

In some cases, it may make more sense to use cron(8) to start system services. This approach has a number of advantages as cron(8) runs these processes as the owner of the crontab(5). This allows regular users to start and maintain their own applications.

The @reboot feature of cron(8), may be used in place of the time specification. This causes the job to run when cron(8) is started, normally during system initialization.

12.3. Configuring cron(8)

One of the most useful utilities in FreeBSD is cron. This utility runs in the background and regularly checks /etc/crontab for tasks to execute and searches /var/cron/tabs for custom crontab files. These files are used to schedule tasks which cron runs at the specified times. Each entry in a crontab defines a task to run and is known as a cron job.

Two different types of configuration files are used: the system crontab, which should not be modified, and user crontabs, which can be created and edited as needed. The format used by these files is documented in crontab(5). The format of the system crontab, /etc/crontab includes a who column which does not exist in user crontabs. In the system crontab, cron runs the command as the user specified in this column. In a user crontab, all commands run as the user who created the crontab.

User crontabs allow individual users to schedule their own tasks. The root user can also have a user crontab which can be used to schedule tasks that do not exist in the system crontab.

Here is a sample entry from the system crontab, /etc/crontab:

# /etc/crontab - root's crontab for FreeBSD
#
# $FreeBSD$
(1)
SHELL=/bin/sh
PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin (2)
#
#minute	hour	mday	month	wday	who	command (3)
#
*/5	*	*	*	*	root	/usr/libexec/atrun (4)
1Lines that begin with the # character are comments. A comment can be placed in the file as a reminder of what and why a desired action is performed. Comments cannot be on the same line as a command or else they will be interpreted as part of the command; they must be on a new line. Blank lines are ignored.
2The equals (=) character is used to define any environment settings. In this example, it is used to define the SHELL and PATH. If the SHELL is omitted, cron will use the default Bourne shell. If the PATH is omitted, the full path must be given to the command or script to run.
3This line defines the seven fields used in a system crontab: minute, hour, mday, month, wday, who, and command. The minute field is the time in minutes when the specified command will be run, the hour is the hour when the specified command will be run, the mday is the day of the month, month is the month, and wday is the day of the week. These fields must be numeric values, representing the twenty-four hour clock, or a *, representing all values for that field. The who field only exists in the system crontab and specifies which user the command should be run as. The last field is the command to be executed.
4This entry defines the values for this cron job. The */5, followed by several more * characters, specifies that /usr/libexec/atrun is invoked by root every five minutes of every hour, of every day and day of the week, of every month.Commands can include any number of switches. However, commands which extend to multiple lines need to be broken with the backslash "\" continuation character.

12.3.1. Creating a User Crontab

To create a user crontab, invoke crontab in editor mode:

% crontab -e

This will open the user’s crontab using the default text editor. The first time a user runs this command, it will open an empty file. Once a user creates a crontab, this command will open that file for editing.

It is useful to add these lines to the top of the crontab file in order to set the environment variables and to remember the meanings of the fields in the crontab:

SHELL=/bin/sh
PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin
# Order of crontab fields
# minute	hour	mday	month	wday	command

Then add a line for each command or script to run, specifying the time to run the command. This example runs the specified custom Bourne shell script every day at two in the afternoon. Since the path to the script is not specified in PATH, the full path to the script is given:

0	14	*	*	*	/usr/home/dru/bin/mycustomscript.sh

Before using a custom script, make sure it is executable and test it with the limited set of environment variables set by cron. To replicate the environment that would be used to run the above cron entry, use:

env -i SHELL=/bin/sh PATH=/etc:/bin:/sbin:/usr/bin:/usr/sbin HOME=/home/dru LOGNAME=dru /usr/home/dru/bin/mycustomscript.sh

The environment set by cron is discussed in crontab(5). Checking that scripts operate correctly in a cron environment is especially important if they include any commands that delete files using wildcards.

When finished editing the crontab, save the file. It will automatically be installed and cron will read the crontab and run its cron jobs at their specified times. To list the cron jobs in a crontab, use this command:

% crontab -l
0	14	*	*	*	/usr/home/dru/bin/mycustomscript.sh

To remove all of the cron jobs in a user crontab:

% crontab -r
remove crontab for dru? y

12.4. Managing Services in FreeBSD

FreeBSD uses the rc(8) system of startup scripts during system initialization and for managing services. The scripts listed in /etc/rc.d provide basic services which can be controlled with the start, stop, and restart options to service(8). For instance, sshd(8) can be restarted with the following command:

# service sshd restart

This procedure can be used to start services on a running system. Services will be started automatically at boot time as specified in rc.conf(5). For example, to enable natd(8) at system startup, add the following line to /etc/rc.conf:

natd_enable="YES"

If a natd_enable="NO" line is already present, change the NO to YES. The rc(8) scripts will automatically load any dependent services during the next boot, as described below.

Since the rc(8) system is primarily intended to start and stop services at system startup and shutdown time, the start, stop and restart options will only perform their action if the appropriate /etc/rc.conf variable is set. For instance, sshd restart will only work if sshd_enable is set to YES in /etc/rc.conf. To start, stop or restart a service regardless of the settings in /etc/rc.conf, these commands should be prefixed with "one". For instance, to restart sshd(8) regardless of the current /etc/rc.conf setting, execute the following command:

# service sshd onerestart

To check if a service is enabled in /etc/rc.conf, run the appropriate rc(8) script with rcvar. This example checks to see if sshd(8) is enabled in /etc/rc.conf:

# service sshd rcvar
# sshd
#
sshd_enable="YES"
#   (default: "")

The # sshd line is output from the above command, not a root console.

To determine whether or not a service is running, use status. For instance, to verify that sshd(8) is running:

# service sshd status
sshd is running as pid 433.

In some cases, it is also possible to reload a service. This attempts to send a signal to an individual service, forcing the service to reload its configuration files. In most cases, this means sending the service a SIGHUP signal. Support for this feature is not included for every service.

The rc(8) system is used for network services and it also contributes to most of the system initialization. For instance, when the /etc/rc.d/bgfsck script is executed, it prints out the following message:

Starting background file system checks in 60 seconds.

This script is used for background file system checks, which occur only during system initialization.

Many system services depend on other services to function properly. For example, yp(8) and other RPC-based services may fail to start until after the rpcbind(8) service has started. To resolve this issue, information about dependencies and other meta-data is included in the comments at the top of each startup script. The rcorder(8) program is used to parse these comments during system initialization to determine the order in which system services should be invoked to satisfy the dependencies.

The following key word must be included in all startup scripts as it is required by rc.subr(8) to "enable" the startup script:

  • PROVIDE: Specifies the services this file provides.

The following key words may be included at the top of each startup script. They are not strictly necessary, but are useful as hints to rcorder(8):

  • REQUIRE: Lists services which are required for this service. The script containing this key word will run after the specified services.

  • BEFORE: Lists services which depend on this service. The script containing this key word will run before the specified services.

By carefully setting these keywords for each startup script, an administrator has a fine-grained level of control of the startup order of the scripts, without the need for "runlevels" used by some UNIX® operating systems.

Additional information can be found in rc(8) and rc.subr(8). Refer to this article for instructions on how to create custom rc(8) scripts.

12.4.1. Managing System-Specific Configuration

The principal location for system configuration information is /etc/rc.conf. This file contains a wide range of configuration information and it is read at system startup to configure the system. It provides the configuration information for the rc* files.

The entries in /etc/rc.conf override the default settings in /etc/defaults/rc.conf. The file containing the default settings should not be edited. Instead, all system-specific changes should be made to /etc/rc.conf.

A number of strategies may be applied in clustered applications to separate site-wide configuration from system-specific configuration in order to reduce administration overhead. The recommended approach is to place system-specific configuration into /etc/rc.conf.local. For example, these entries in /etc/rc.conf apply to all systems:

sshd_enable="YES"
keyrate="fast"
defaultrouter="10.1.1.254"

Whereas these entries in /etc/rc.conf.local apply to this system only:

hostname="node1.example.org"
ifconfig_fxp0="inet 10.1.1.1/8"

Distribute /etc/rc.conf to every system using an application such as rsync or puppet, while /etc/rc.conf.local remains unique.

Upgrading the system will not overwrite /etc/rc.conf, so system configuration information will not be lost.

Both /etc/rc.conf and /etc/rc.conf.local are parsed by sh(1). This allows system operators to create complex configuration scenarios. Refer to rc.conf(5) for further information on this topic.

12.5. Setting Up Network Interface Cards

Adding and configuring a network interface card (NIC) is a common task for any FreeBSD administrator.

12.5.1. Locating the Correct Driver

First, determine the model of the NIC and the chip it uses. FreeBSD supports a wide variety of NICs. Check the Hardware Compatibility List for the FreeBSD release to see if the NIC is supported.

If the NIC is supported, determine the name of the FreeBSD driver for the NIC. Refer to /usr/src/sys/conf/NOTES and /usr/src/sys/arch/conf/NOTES for the list of NIC drivers with some information about the supported chipsets. When in doubt, read the manual page of the driver as it will provide more information about the supported hardware and any known limitations of the driver.

The drivers for common NICs are already present in the GENERIC kernel, meaning the NIC should be probed during boot. The system’s boot messages can be viewed by typing more /var/run/dmesg.boot and using the spacebar to scroll through the text. In this example, two Ethernet NICs using the dc(4) driver are present on the system:

dc0: <82c169 PNIC 10/100BaseTX> port 0xa000-0xa0ff mem 0xd3800000-0xd38
000ff irq 15 at device 11.0 on pci0
miibus0: <MII bus> on dc0
bmtphy0: <BCM5201 10/100baseTX PHY> PHY 1 on miibus0
bmtphy0:  10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto
dc0: Ethernet address: 00:a0:cc:da:da:da
dc0: [ITHREAD]
dc1: <82c169 PNIC 10/100BaseTX> port 0x9800-0x98ff mem 0xd3000000-0xd30
000ff irq 11 at device 12.0 on pci0
miibus1: <MII bus> on dc1
bmtphy1: <BCM5201 10/100baseTX PHY> PHY 1 on miibus1
bmtphy1:  10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto
dc1: Ethernet address: 00:a0:cc:da:da:db
dc1: [ITHREAD]

If the driver for the NIC is not present in GENERIC, but a driver is available, the driver will need to be loaded before the NIC can be configured and used. This may be accomplished in one of two ways:

  • The easiest way is to load a kernel module for the NIC using kldload(8). To also automatically load the driver at boot time, add the appropriate line to /boot/loader.conf. Not all NIC drivers are available as modules.

  • Alternatively, statically compile support for the NIC into a custom kernel. Refer to /usr/src/sys/conf/NOTES, /usr/src/sys/arch/conf/NOTES and the manual page of the driver to determine which line to add to the custom kernel configuration file. For more information about recompiling the kernel, refer to Configuring the FreeBSD Kernel. If the NIC was detected at boot, the kernel does not need to be recompiled.

12.5.1.1. Using Windows® NDIS Drivers

Unfortunately, there are still many vendors that do not provide schematics for their drivers to the open source community because they regard such information as trade secrets. Consequently, the developers of FreeBSD and other operating systems are left with two choices: develop the drivers by a long and pain-staking process of reverse engineering or using the existing driver binaries available for Microsoft® Windows® platforms.

FreeBSD provides "native" support for the Network Driver Interface Specification (NDIS). It includes ndisgen(8) which can be used to convert a Windows® XP driver into a format that can be used on FreeBSD. As the ndis(4) driver uses a Windows® XP binary, it only runs on i386™ and amd64 systems. PCI, CardBus, PCMCIA, and USB devices are supported.

To use ndisgen(8), three things are needed:

  1. FreeBSD kernel sources.

  2. A Windows® XP driver binary with a .SYS extension.

  3. A Windows® XP driver configuration file with a .INF extension.

Download the .SYS and .INF files for the specific NIC. Generally, these can be found on the driver CD or at the vendor’s website. The following examples use W32DRIVER.SYS and W32DRIVER.INF.

The driver bit width must match the version of FreeBSD. For FreeBSD/i386, use a Windows® 32-bit driver. For FreeBSD/amd64, a Windows® 64-bit driver is needed.

The next step is to compile the driver binary into a loadable kernel module. As root, use ndisgen(8):

# ndisgen /path/to/W32DRIVER.INF /path/to/W32DRIVER.SYS

This command is interactive and prompts for any extra information it requires. A new kernel module will be generated in the current directory. Use kldload(8) to load the new module:

# kldload ./W32DRIVER_SYS.ko

In addition to the generated kernel module, the ndis.ko and if_ndis.ko modules must be loaded. This should happen automatically when any module that depends on ndis(4) is loaded. If not, load them manually, using the following commands:

# kldload ndis
# kldload if_ndis

The first command loads the ndis(4) miniport driver wrapper and the second loads the generated NIC driver.

Check dmesg(8) to see if there were any load errors. If all went well, the output should be similar to the following:

ndis0: <Wireless-G PCI Adapter> mem 0xf4100000-0xf4101fff irq 3 at device 8.0 on pci1
ndis0: NDIS API version: 5.0
ndis0: Ethernet address: 0a:b1:2c:d3:4e:f5
ndis0: 11b rates: 1Mbps 2Mbps 5.5Mbps 11Mbps
ndis0: 11g rates: 6Mbps 9Mbps 12Mbps 18Mbps 36Mbps 48Mbps 54Mbps

From here, ndis0 can be configured like any other NIC.

To configure the system to load the ndis(4) modules at boot time, copy the generated module, W32DRIVER_SYS.ko, to /boot/modules. Then, add the following line to /boot/loader.conf:

W32DRIVER_SYS_load="YES"

12.5.2. Configuring the Network Card

Once the right driver is loaded for the NIC, the card needs to be configured. It may have been configured at installation time by bsdinstall(8).

To display the NIC configuration, enter the following command:

% ifconfig
dc0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> metric 0 mtu 1500
        options=80008<VLAN_MTU,LINKSTATE>
        ether 00:a0:cc:da:da:da
        inet 192.168.1.3 netmask 0xffffff00 broadcast 192.168.1.255
        media: Ethernet autoselect (100baseTX <full-duplex>)
        status: active
dc1: flags=8802<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> metric 0 mtu 1500
        options=80008<VLAN_MTU,LINKSTATE>
        ether 00:a0:cc:da:da:db
        inet 10.0.0.1 netmask 0xffffff00 broadcast 10.0.0.255
        media: Ethernet 10baseT/UTP
        status: no carrier
lo0: flags=8049<UP,LOOPBACK,RUNNING,MULTICAST> metric 0 mtu 16384
        options=3<RXCSUM,TXCSUM>
        inet6 fe80::1%lo0 prefixlen 64 scopeid 0x4
        inet6 ::1 prefixlen 128
        inet 127.0.0.1 netmask 0xff000000
        nd6 options=3<PERFORMNUD,ACCEPT_RTADV>

In this example, the following devices were displayed:

  • dc0: The first Ethernet interface.

  • dc1: The second Ethernet interface.

  • lo0: The loopback device.

FreeBSD uses the driver name followed by the order in which the card is detected at boot to name the NIC. For example, sis2 is the third NIC on the system using the sis(4) driver.

In this example, dc0 is up and running. The key indicators are:

  1. UP means that the card is configured and ready.

  2. The card has an Internet (inet) address, 192.168.1.3.

  3. It has a valid subnet mask (netmask), where 0xffffff00 is the same as 255.255.255.0.

  4. It has a valid broadcast address, 192.168.1.255.

  5. The MAC address of the card (ether) is 00:a0:cc:da:da:da.

  6. The physical media selection is on autoselection mode (media: Ethernet autoselect (100baseTX <full-duplex>)). In this example, dc1 is configured to run with 10baseT/UTP media. For more information on available media types for a driver, refer to its manual page.

  7. The status of the link (status) is active, indicating that the carrier signal is detected. For dc1, the status: no carrier status is normal when an Ethernet cable is not plugged into the card.

If the ifconfig(8) output had shown something similar to:

dc0: flags=8843<BROADCAST,SIMPLEX,MULTICAST> metric 0 mtu 1500
	options=80008<VLAN_MTU,LINKSTATE>
	ether 00:a0:cc:da:da:da
	media: Ethernet autoselect (100baseTX <full-duplex>)
	status: active

it would indicate the card has not been configured.

The card must be configured as root. The NIC configuration can be performed from the command line with ifconfig(8) but will not persist after a reboot unless the configuration is also added to /etc/rc.conf. If a DHCP server is present on the LAN, just add this line:

ifconfig_dc0="DHCP"

Replace dc0 with the correct value for the system.

The line added, then, follow the instructions given in Testing and Troubleshooting.

If the network was configured during installation, some entries for the NIC(s) may be already present. Double check /etc/rc.conf before adding any lines.

If there is no DHCP server, the NIC(s) must be configured manually. Add a line for each NIC present on the system, as seen in this example:

ifconfig_dc0="inet 192.168.1.3 netmask 255.255.255.0"
ifconfig_dc1="inet 10.0.0.1 netmask 255.255.255.0 media 10baseT/UTP"

Replace dc0 and dc1 and the IP address information with the correct values for the system. Refer to the man page for the driver, ifconfig(8), and rc.conf(5) for more details about the allowed options and the syntax of /etc/rc.conf.

If the network is not using DNS, edit /etc/hosts to add the names and IP addresses of the hosts on the LAN, if they are not already there. For more information, refer to hosts(5) and to /usr/share/examples/etc/hosts.

If there is no DHCP server and access to the Internet is needed, manually configure the default gateway and the nameserver:

# sysrc defaultrouter="your_default_router"
# echo 'nameserver your_DNS_server' >> /etc/resolv.conf

12.5.3. Testing and Troubleshooting

Once the necessary changes to /etc/rc.conf are saved, a reboot can be used to test the network configuration and to verify that the system restarts without any configuration errors. Alternatively, apply the settings to the networking system with this command:

# service netif restart

If a default gateway has been set in /etc/rc.conf, also issue this command:

# service routing restart

Once the networking system has been relaunched, test the NICs.

12.5.3.1. Testing the Ethernet Card

To verify that an Ethernet card is configured correctly, ping(8) the interface itself, and then ping(8) another machine on the LAN:

% ping -c5 192.168.1.3
PING 192.168.1.3 (192.168.1.3): 56 data bytes
64 bytes from 192.168.1.3: icmp_seq=0 ttl=64 time=0.082 ms
64 bytes from 192.168.1.3: icmp_seq=1 ttl=64 time=0.074 ms
64 bytes from 192.168.1.3: icmp_seq=2 ttl=64 time=0.076 ms
64 bytes from 192.168.1.3: icmp_seq=3 ttl=64 time=0.108 ms
64 bytes from 192.168.1.3: icmp_seq=4 ttl=64 time=0.076 ms

--- 192.168.1.3 ping statistics ---
5 packets transmitted, 5 packets received, 0% packet loss
round-trip min/avg/max/stddev = 0.074/0.083/0.108/0.013 ms
% ping -c5 192.168.1.2
PING 192.168.1.2 (192.168.1.2): 56 data bytes
64 bytes from 192.168.1.2: icmp_seq=0 ttl=64 time=0.726 ms
64 bytes from 192.168.1.2: icmp_seq=1 ttl=64 time=0.766 ms
64 bytes from 192.168.1.2: icmp_seq=2 ttl=64 time=0.700 ms
64 bytes from 192.168.1.2: icmp_seq=3 ttl=64 time=0.747 ms
64 bytes from 192.168.1.2: icmp_seq=4 ttl=64 time=0.704 ms

--- 192.168.1.2 ping statistics ---
5 packets transmitted, 5 packets received, 0% packet loss
round-trip min/avg/max/stddev = 0.700/0.729/0.766/0.025 ms

To test network resolution, use the host name instead of the IP address. If there is no DNS server on the network, /etc/hosts must first be configured. To this purpose, edit /etc/hosts to add the names and IP addresses of the hosts on the LAN, if they are not already there. For more information, refer to hosts(5) and to /usr/share/examples/etc/hosts.

12.5.3.2. Troubleshooting

When troubleshooting hardware and software configurations, check the simple things first. Is the network cable plugged in? Are the network services properly configured? Is the firewall configured correctly? Is the NIC supported by FreeBSD? Before sending a bug report, always check the Hardware Notes, update the version of FreeBSD to the latest STABLE version, check the mailing list archives, and search the Internet.

If the card works, yet performance is poor, read through tuning(7). Also, check the network configuration as incorrect network settings can cause slow connections.

Some users experience one or two device timeout messages, which is normal for some cards. If they continue, or are bothersome, determine if the device is conflicting with another device. Double check the cable connections. Consider trying another card.

To resolve watchdog timeout errors, first check the network cable. Many cards require a PCI slot which supports bus mastering. On some old motherboards, only one PCI slot allows it, usually slot 0. Check the NIC and the motherboard documentation to determine if that may be the problem.

No route to host messages occur if the system is unable to route a packet to the destination host. This can happen if no default route is specified or if a cable is unplugged. Check the output of netstat -rn and make sure there is a valid route to the host. If there is not, read “Gateways and Routes”.

ping: sendto: Permission denied error messages are often caused by a misconfigured firewall. If a firewall is enabled on FreeBSD but no rules have been defined, the default policy is to deny all traffic, even ping(8). Refer to Firewalls for more information.

Sometimes performance of the card is poor or below average. In these cases, try setting the media selection mode from autoselect to the correct media selection. While this works for most hardware, it may or may not resolve the issue. Again, check all the network settings, and refer to tuning(7).

12.6. Virtual Hosts

A common use of FreeBSD is virtual site hosting, where one server appears to the network as many servers. This is achieved by assigning multiple network addresses to a single interface.

A given network interface has one "real" address, and may have any number of "alias" addresses. These aliases are normally added by placing alias entries in /etc/rc.conf, as seen in this example:

ifconfig_fxp0_alias0="inet xxx.xxx.xxx.xxx netmask xxx.xxx.xxx.xxx"

Alias entries must start with alias0 using a sequential number such as alias0, alias1, and so on. The configuration process will stop at the first missing number.

The calculation of alias netmasks is important. For a given interface, there must be one address which correctly represents the network’s netmask. Any other addresses which fall within this network must have a netmask of all 1s, expressed as either 255.255.255.255 or 0xffffffff.

For example, consider the case where the fxp0 interface is connected to two networks: 10.1.1.0 with a netmask of 255.255.255.0 and 202.0.75.16 with a netmask of 255.255.255.240. The system is to be configured to appear in the ranges 10.1.1.1 through 10.1.1.5 and 202.0.75.17 through 202.0.75.20. Only the first address in a given network range should have a real netmask. All the rest (10.1.1.2 through 10.1.1.5 and 202.0.75.18 through 202.0.75.20) must be configured with a netmask of 255.255.255.255.

The following /etc/rc.conf entries configure the adapter correctly for this scenario:

ifconfig_fxp0="inet 10.1.1.1 netmask 255.255.255.0"
ifconfig_fxp0_alias0="inet 10.1.1.2 netmask 255.255.255.255"
ifconfig_fxp0_alias1="inet 10.1.1.3 netmask 255.255.255.255"
ifconfig_fxp0_alias2="inet 10.1.1.4 netmask 255.255.255.255"
ifconfig_fxp0_alias3="inet 10.1.1.5 netmask 255.255.255.255"
ifconfig_fxp0_alias4="inet 202.0.75.17 netmask 255.255.255.240"
ifconfig_fxp0_alias5="inet 202.0.75.18 netmask 255.255.255.255"
ifconfig_fxp0_alias6="inet 202.0.75.19 netmask 255.255.255.255"
ifconfig_fxp0_alias7="inet 202.0.75.20 netmask 255.255.255.255"

A simpler way to express this is with a space-separated list of IP address ranges. The first address will be given the indicated subnet mask and the additional addresses will have a subnet mask of 255.255.255.255.

ifconfig_fxp0_aliases="inet 10.1.1.1-5/24 inet 202.0.75.17-20/28"

12.7. Configuring System Logging

Generating and reading system logs is an important aspect of system administration. The information in system logs can be used to detect hardware and software issues as well as application and system configuration errors. This information also plays an important role in security auditing and incident response. Most system daemons and applications will generate log entries.

FreeBSD provides a system logger, syslogd, to manage logging. By default, syslogd is started when the system boots. This is controlled by the variable syslogd_enable in /etc/rc.conf. There are numerous application arguments that can be set using syslogd_flags in /etc/rc.conf. Refer to syslogd(8) for more information on the available arguments.

This section describes how to configure the FreeBSD system logger for both local and remote logging and how to perform log rotation and log management.

12.7.1. Configuring Local Logging

The configuration file, /etc/syslog.conf, controls what syslogd does with log entries as they are received. There are several parameters to control the handling of incoming events. The facility describes which subsystem generated the message, such as the kernel or a daemon, and the level describes the severity of the event that occurred. This makes it possible to configure if and where a log message is logged, depending on the facility and level. It is also possible to take action depending on the application that sent the message, and in the case of remote logging, the hostname of the machine generating the logging event.

This configuration file contains one line per action, where the syntax for each line is a selector field followed by an action field. The syntax of the selector field is facility.level which will match log messages from facility at level level or higher. It is also possible to add an optional comparison flag before the level to specify more precisely what is logged. Multiple selector fields can be used for the same action, and are separated with a semicolon (;). Using * will match everything. The action field denotes where to send the log message, such as to a file or remote log host. As an example, here is the default syslog.conf from FreeBSD:

# $FreeBSD$
#
#       Spaces ARE valid field separators in this file. However,
#       other *nix-like systems still insist on using tabs as field
#       separators. If you are sharing this file between systems, you
#       may want to use only tabs as field separators here.
#       Consult the syslog.conf(5) manpage.
*.err;kern.warning;auth.notice;mail.crit                /dev/console
*.notice;authpriv.none;kern.debug;lpr.info;mail.crit;news.err   /var/log/messages
security.*                                      /var/log/security
auth.info;authpriv.info                         /var/log/auth.log
mail.info                                       /var/log/maillog
lpr.info                                        /var/log/lpd-errs
ftp.info                                        /var/log/xferlog
cron.*                                          /var/log/cron
!-devd
*.=debug                                        /var/log/debug.log
*.emerg                                         *
# uncomment this to log all writes to /dev/console to /var/log/console.log
#console.info                                   /var/log/console.log
# uncomment this to enable logging of all log messages to /var/log/all.log
# touch /var/log/all.log and chmod it to mode 600 before it will work
#*.*                                            /var/log/all.log
# uncomment this to enable logging to a remote loghost named loghost
#*.*                                            @loghost
# uncomment these if you're running inn
# news.crit                                     /var/log/news/news.crit
# news.err                                      /var/log/news/news.err
# news.notice                                   /var/log/news/news.notice
# Uncomment this if you wish to see messages produced by devd
# !devd
# *.>=info
!ppp
*.*                                             /var/log/ppp.log
!*

In this example:

  • Line 8 matches all messages with a level of err or higher, as well as kern.warning, auth.notice and mail.crit, and sends these log messages to the console (/dev/console).

  • Line 12 matches all messages from the mail facility at level info or above and logs the messages to /var/log/maillog.

  • Line 17 uses a comparison flag (=) to only match messages at level debug and logs them to /var/log/debug.log.

  • Line 33 is an example usage of a program specification. This makes the rules following it only valid for the specified program. In this case, only the messages generated by ppp are logged to /var/log/ppp.log.

The available levels, in order from most to least critical are emerg, alert, crit, err, warning, notice, info, and debug.

The facilities, in no particular order, are auth, authpriv, console, cron, daemon, ftp, kern, lpr, mail, mark, news, security, syslog, user, uucp, and local0 through local7. Be aware that other operating systems might have different facilities.

To log everything of level notice and higher to /var/log/daemon.log, add the following entry:

daemon.notice                                        /var/log/daemon.log

For more information about the different levels and facilities, refer to syslog(3) and syslogd(8). For more information about /etc/syslog.conf, its syntax, and more advanced usage examples, see syslog.conf(5).

12.7.2. Log Management and Rotation

Log files can grow quickly, taking up disk space and making it more difficult to locate useful information. Log management attempts to mitigate this. In FreeBSD, newsyslog is used to manage log files. This built-in program periodically rotates and compresses log files, and optionally creates missing log files and signals programs when log files are moved. The log files may be generated by syslogd or by any other program which generates log files. While newsyslog is normally run from cron(8), it is not a system daemon. In the default configuration, it runs every hour.

To know which actions to take, newsyslog reads its configuration file, /etc/newsyslog.conf. This file contains one line for each log file that newsyslog manages. Each line states the file owner, permissions, when to rotate that file, optional flags that affect log rotation, such as compression, and programs to signal when the log is rotated. Here is the default configuration in FreeBSD:

# configuration file for newsyslog
# $FreeBSD$
#
# Entries which do not specify the '/pid_file' field will cause the
# syslogd process to be signalled when that log file is rotated.  This
# action is only appropriate for log files which are written to by the
# syslogd process (ie, files listed in /etc/syslog.conf).  If there
# is no process which needs to be signalled when a given log file is
# rotated, then the entry for that file should include the 'N' flag.
#
# The 'flags' field is one or more of the letters: BCDGJNUXZ or a '-'.
#
# Note: some sites will want to select more restrictive protections than the
# defaults.  In particular, it may be desirable to switch many of the 644
# entries to 640 or 600.  For example, some sites will consider the
# contents of maillog, messages, and lpd-errs to be confidential.  In the
# future, these defaults may change to more conservative ones.
#
# logfilename          [owner:group]    mode count size when  flags [/pid_file] [sig_num]
/var/log/all.log                        600  7     *    @T00  J
/var/log/amd.log                        644  7     100  *     J
/var/log/auth.log                       600  7     100  @0101T JC
/var/log/console.log                    600  5     100  *     J
/var/log/cron                           600  3     100  *     JC
/var/log/daily.log                      640  7     *    @T00  JN
/var/log/debug.log                      600  7     100  *     JC
/var/log/kerberos.log                   600  7     100  *     J
/var/log/lpd-errs                       644  7     100  *     JC
/var/log/maillog                        640  7     *    @T00  JC
/var/log/messages                       644  5     100  @0101T JC
/var/log/monthly.log                    640  12    *    $M1D0 JN
/var/log/pflog                          600  3     100  *     JB    /var/run/pflogd.pid
/var/log/ppp.log        root:network    640  3     100  *     JC
/var/log/devd.log                       644  3     100  *     JC
/var/log/security                       600  10    100  *     JC
/var/log/sendmail.st                    640  10    *    168   B
/var/log/utx.log                        644  3     *    @01T05 B
/var/log/weekly.log                     640  5     1    $W6D0 JN
/var/log/xferlog                        600  7     100  *     JC

Each line starts with the name of the log to be rotated, optionally followed by an owner and group for both rotated and newly created files. The mode field sets the permissions on the log file and count denotes how many rotated log files should be kept. The size and when fields tell newsyslog when to rotate the file. A log file is rotated when either its size is larger than the size field or when the time in the when field has passed. An asterisk (*) means that this field is ignored. The flags field gives further instructions, such as how to compress the rotated file or to create the log file if it is missing. The last two fields are optional and specify the name of the Process ID (PID) file of a process and a signal number to send to that process when the file is rotated.

For more information on all fields, valid flags, and how to specify the rotation time, refer to newsyslog.conf(5). Since newsyslog is run from cron(8), it cannot rotate files more often than it is scheduled to run from cron(8).

12.7.3. Configuring Remote Logging

Monitoring the log files of multiple hosts can become unwieldy as the number of systems increases. Configuring centralized logging can reduce some of the administrative burden of log file administration.

In FreeBSD, centralized log file aggregation, merging, and rotation can be configured using syslogd and newsyslog. This section demonstrates an example configuration, where host A, named logserv.example.com, will collect logging information for the local network. Host B, named logclient.example.com, will be configured to pass logging information to the logging server.

12.7.3.1. Log Server Configuration

A log server is a system that has been configured to accept logging information from other hosts. Before configuring a log server, check the following:

  • If there is a firewall between the logging server and any logging clients, ensure that the firewall ruleset allows UDP port 514 for both the clients and the server.

  • The logging server and all client machines must have forward and reverse entries in the local DNS. If the network does not have a DNS server, create entries in each system’s /etc/hosts. Proper name resolution is required so that log entries are not rejected by the logging server.

On the log server, edit /etc/syslog.conf to specify the name of the client to receive log entries from, the logging facility to be used, and the name of the log to store the host’s log entries. This example adds the hostname of B, logs all facilities, and stores the log entries in /var/log/logclient.log.

Example 24. Sample Log Server Configuration
+logclient.example.com
*.*     /var/log/logclient.log

When adding multiple log clients, add a similar two-line entry for each client. More information about the available facilities may be found in syslog.conf(5).

Next, configure /etc/rc.conf:

syslogd_enable="YES"
syslogd_flags="-a logclient.example.com -v -v"

The first entry starts syslogd at system boot. The second entry allows log entries from the specified client. The -v -v increases the verbosity of logged messages. This is useful for tweaking facilities as administrators are able to see what type of messages are being logged under each facility.

Multiple -a options may be specified to allow logging from multiple clients. IP addresses and whole netblocks may also be specified. Refer to syslogd(8) for a full list of possible options.

Finally, create the log file:

# touch /var/log/logclient.log

At this point, syslogd should be restarted and verified:

# service syslogd restart
# pgrep syslog

If a PID is returned, the server restarted successfully, and client configuration can begin. If the server did not restart, consult /var/log/messages for the error.

12.7.3.2. Log Client Configuration

A logging client sends log entries to a logging server on the network. The client also keeps a local copy of its own logs.

Once a logging server has been configured, edit /etc/rc.conf on the logging client:

syslogd_enable="YES"
syslogd_flags="-s -v -v"

The first entry enables syslogd on boot up. The second entry prevents logs from being accepted by this client from other hosts (-s) and increases the verbosity of logged messages.

Next, define the logging server in the client’s /etc/syslog.conf. In this example, all logged facilities are sent to a remote system, denoted by the @ symbol, with the specified hostname:

*.*		@logserv.example.com

After saving the edit, restart syslogd for the changes to take effect:

# service syslogd restart

To test that log messages are being sent across the network, use logger(1) on the client to send a message to syslogd:

# logger "Test message from logclient"

This message should now exist both in /var/log/messages on the client and /var/log/logclient.log on the log server.

12.7.3.3. Debugging Log Servers

If no messages are being received on the log server, the cause is most likely a network connectivity issue, a hostname resolution issue, or a typo in a configuration file. To isolate the cause, ensure that both the logging server and the logging client are able to ping each other using the hostname specified in their /etc/rc.conf. If this fails, check the network cabling, the firewall ruleset, and the hostname entries in the DNS server or /etc/hosts on both the logging server and clients. Repeat until the ping is successful from both hosts.

If the ping succeeds on both hosts but log messages are still not being received, temporarily increase logging verbosity to narrow down the configuration issue. In the following example, /var/log/logclient.log on the logging server is empty and /var/log/messages on the logging client does not indicate a reason for the failure. To increase debugging output, edit the syslogd_flags entry on the logging server and issue a restart:

syslogd_flags="-d -a logclient.example.com -v -v"
# service syslogd restart

Debugging data similar to the following will flash on the console immediately after the restart:

logmsg: pri 56, flags 4, from logserv.example.com, msg syslogd: restart
syslogd: restarted
logmsg: pri 6, flags 4, from logserv.example.com, msg syslogd: kernel boot file is /boot/kernel/kernel
Logging to FILE /var/log/messages
syslogd: kernel boot file is /boot/kernel/kernel
cvthname(192.168.1.10)
validate: dgram from IP 192.168.1.10, port 514, name logclient.example.com;
rejected in rule 0 due to name mismatch.

In this example, the log messages are being rejected due to a typo which results in a hostname mismatch. The client’s hostname should be logclient, not logclien. Fix the typo, issue a restart, and verify the results:

# service syslogd restart
logmsg: pri 56, flags 4, from logserv.example.com, msg syslogd: restart
syslogd: restarted
logmsg: pri 6, flags 4, from logserv.example.com, msg syslogd: kernel boot file is /boot/kernel/kernel
syslogd: kernel boot file is /boot/kernel/kernel
logmsg: pri 166, flags 17, from logserv.example.com,
msg Dec 10 20:55:02 <syslog.err> logserv.example.com syslogd: exiting on signal 2
cvthname(192.168.1.10)
validate: dgram from IP 192.168.1.10, port 514, name logclient.example.com;
accepted in rule 0.
logmsg: pri 15, flags 0, from logclient.example.com, msg Dec 11 02:01:28 trhodes: Test message 2
Logging to FILE /var/log/logclient.log
Logging to FILE /var/log/messages

At this point, the messages are being properly received and placed in the correct file.

12.7.3.4. Security Considerations

As with any network service, security requirements should be considered before implementing a logging server. Log files may contain sensitive data about services enabled on the local host, user accounts, and configuration data. Network data sent from the client to the server will not be encrypted or password protected. If a need for encryption exists, consider using security/stunnel, which will transmit the logging data over an encrypted tunnel.

Local security is also an issue. Log files are not encrypted during use or after log rotation. Local users may access log files to gain additional insight into system configuration. Setting proper permissions on log files is critical. The built-in log rotator, newsyslog, supports setting permissions on newly created and rotated log files. Setting log files to mode 600 should prevent unwanted access by local users. Refer to newsyslog.conf(5) for additional information.

12.8. Configuration Files

12.8.1. /etc Layout

There are a number of directories in which configuration information is kept. These include:

/etc

Generic system-specific configuration information.

/etc/defaults

Default versions of system configuration files.

/etc/mail

Extra sendmail(8) configuration and other MTA configuration files.

/etc/ppp

Configuration for both user- and kernel-ppp programs.

/usr/local/etc

Configuration files for installed applications. May contain per-application subdirectories.

/usr/local/etc/rc.d

rc(8) scripts for installed applications.

/var/db

Automatically generated system-specific database files, such as the package database and the locate(1) database.

12.8.2. Hostnames

12.8.2.1. /etc/resolv.conf

How a FreeBSD system accesses the Internet Domain Name System (DNS) is controlled by resolv.conf(5).

The most common entries to /etc/resolv.conf are:

nameserver

The IP address of a name server the resolver should query. The servers are queried in the order listed with a maximum of three.

search

Search list for hostname lookup. This is normally determined by the domain of the local hostname.

domain

The local domain name.

A typical /etc/resolv.conf looks like this:

search example.com
nameserver 147.11.1.11
nameserver 147.11.100.30

Only one of the search and domain options should be used.

When using DHCP, dhclient(8) usually rewrites /etc/resolv.conf with information received from the DHCP server.

12.8.2.2. /etc/hosts

/etc/hosts is a simple text database which works in conjunction with DNS and NIS to provide host name to IP address mappings. Entries for local computers connected via a LAN can be added to this file for simplistic naming purposes instead of setting up a named(8) server. Additionally, /etc/hosts can be used to provide a local record of Internet names, reducing the need to query external DNS servers for commonly accessed names.

# $FreeBSD$
#
#
# Host Database
#
# This file should contain the addresses and aliases for local hosts that
# share this file.  Replace 'my.domain' below with the domainname of your
# machine.
#
# In the presence of the domain name service or NIS, this file may
# not be consulted at all; see /etc/nsswitch.conf for the resolution order.
#
#
::1			localhost localhost.my.domain
127.0.0.1		localhost localhost.my.domain
#
# Imaginary network.
#10.0.0.2		myname.my.domain myname
#10.0.0.3		myfriend.my.domain myfriend
#
# According to RFC 1918, you can use the following IP networks for
# private nets which will never be connected to the Internet:
#
#	10.0.0.0	-   10.255.255.255
#	172.16.0.0	-   172.31.255.255
#	192.168.0.0	-   192.168.255.255
#
# In case you want to be able to connect to the Internet, you need
# real official assigned numbers.  Do not try to invent your own network
# numbers but instead get one from your network provider (if any) or
# from your regional registry (ARIN, APNIC, LACNIC, RIPE NCC, or AfriNIC.)
#

The format of /etc/hosts is as follows:

[Internet address] [official hostname] [alias1] [alias2] ...

For example:

10.0.0.1 myRealHostname.example.com myRealHostname foobar1 foobar2

Consult hosts(5) for more information.

12.9. Tuning with sysctl(8)

sysctl(8) is used to make changes to a running FreeBSD system. This includes many advanced options of the TCP/IP stack and virtual memory system that can dramatically improve performance for an experienced system administrator. Over five hundred system variables can be read and set using sysctl(8).

At its core, sysctl(8) serves two functions: to read and to modify system settings.

To view all readable variables:

% sysctl -a

To read a particular variable, specify its name:

% sysctl kern.maxproc
kern.maxproc: 1044

To set a particular variable, use the variable=value syntax:

# sysctl kern.maxfiles=5000
kern.maxfiles: 2088 -> 5000

Settings of sysctl variables are usually either strings, numbers, or booleans, where a boolean is 1 for yes or 0 for no.

To automatically set some variables each time the machine boots, add them to /etc/sysctl.conf. For more information, refer to sysctl.conf(5) and sysctl.conf.

12.9.1. sysctl.conf

The configuration file for sysctl(8), /etc/sysctl.conf, looks much like /etc/rc.conf. Values are set in a variable=value form. The specified values are set after the system goes into multi-user mode. Not all variables are settable in this mode.

For example, to turn off logging of fatal signal exits and prevent users from seeing processes started by other users, the following tunables can be set in /etc/sysctl.conf:

# Do not log fatal signal exits (e.g., sig 11)
kern.logsigexit=0

# Prevent users from seeing information about processes that
# are being run under another UID.
security.bsd.see_other_uids=0

12.9.2. sysctl(8) Read-only

In some cases it may be desirable to modify read-only sysctl(8) values, which will require a reboot of the system.

For instance, on some laptop models the cardbus(4) device will not probe memory ranges and will fail with errors similar to:

cbb0: Could not map register memory
device_probe_and_attach: cbb0 attach returned 12

The fix requires the modification of a read-only sysctl(8) setting. Add hw.pci.allow_unsupported_io_range=1 to /boot/loader.conf and reboot. Now cardbus(4) should work properly.

12.10. Tuning Disks

The following section will discuss various tuning mechanisms and options which may be applied to disk devices. In many cases, disks with mechanical parts, such as SCSI drives, will be the bottleneck driving down the overall system performance. While a solution is to install a drive without mechanical parts, such as a solid state drive, mechanical drives are not going away anytime in the near future. When tuning disks, it is advisable to utilize the features of the iostat(8) command to test various changes to the system. This command will allow the user to obtain valuable information on system IO.

12.10.1. Sysctl Variables

12.10.1.1. vfs.vmiodirenable

The vfs.vmiodirenable sysctl(8) variable may be set to either 0 (off) or 1 (on). It is set to 1 by default. This variable controls how directories are cached by the system. Most directories are small, using just a single fragment (typically 1 K) in the file system and typically 512 bytes in the buffer cache. With this variable turned off, the buffer cache will only cache a fixed number of directories, even if the system has a huge amount of memory. When turned on, this sysctl(8) allows the buffer cache to use the VM page cache to cache the directories, making all the memory available for caching directories. However, the minimum in-core memory used to cache a directory is the physical page size (typically 4 K) rather than 512 bytes. Keeping this option enabled is recommended if the system is running any services which manipulate large numbers of files. Such services can include web caches, large mail systems, and news systems. Keeping this option on will generally not reduce performance, even with the wasted memory, but one should experiment to find out.

12.10.1.2. vfs.write_behind

The vfs.write_behind sysctl(8) variable defaults to 1 (on). This tells the file system to issue media writes as full clusters are collected, which typically occurs when writing large sequential files. This avoids saturating the buffer cache with dirty buffers when it would not benefit I/O performance. However, this may stall processes and under certain circumstances should be turned off.

12.10.1.3. vfs.hirunningspace

The vfs.hirunningspace sysctl(8) variable determines how much outstanding write I/O may be queued to disk controllers system-wide at any given instance. The default is usually sufficient, but on machines with many disks, try bumping it up to four or five megabytes. Setting too high a value which exceeds the buffer cache’s write threshold can lead to bad clustering performance. Do not set this value arbitrarily high as higher write values may add latency to reads occurring at the same time.

There are various other buffer cache and VM page cache related sysctl(8) values. Modifying these values is not recommended as the VM system does a good job of automatically tuning itself.

12.10.1.4. vm.swap_idle_enabled

The vm.swap_idle_enabled sysctl(8) variable is useful in large multi-user systems with many active login users and lots of idle processes. Such systems tend to generate continuous pressure on free memory reserves. Turning this feature on and tweaking the swapout hysteresis (in idle seconds) via vm.swap_idle_threshold1 and vm.swap_idle_threshold2 depresses the priority of memory pages associated with idle processes more quickly then the normal pageout algorithm. This gives a helping hand to the pageout daemon. Only turn this option on if needed, because the tradeoff is essentially pre-page memory sooner rather than later which eats more swap and disk bandwidth. In a small system this option will have a determinable effect, but in a large system that is already doing moderate paging, this option allows the VM system to stage whole processes into and out of memory easily.

12.10.1.5. hw.ata.wc

Turning off IDE write caching reduces write bandwidth to IDE disks, but may sometimes be necessary due to data consistency issues introduced by hard drive vendors. The problem is that some IDE drives lie about when a write completes. With IDE write caching turned on, IDE hard drives write data to disk out of order and will sometimes delay writing some blocks indefinitely when under heavy disk load. A crash or power failure may cause serious file system corruption. Check the default on the system by observing the hw.ata.wc sysctl(8) variable. If IDE write caching is turned off, one can set this read-only variable to 1 in /boot/loader.conf in order to enable it at boot time.

For more information, refer to ata(4).

12.10.1.6. SCSI_DELAY (kern.cam.scsi_delay)

The SCSI_DELAY kernel configuration option may be used to reduce system boot times. The defaults are fairly high and can be responsible for 15 seconds of delay in the boot process. Reducing it to 5 seconds usually works with modern drives. The kern.cam.scsi_delay boot time tunable should be used. The tunable and kernel configuration option accept values in terms of milliseconds and not seconds.

12.10.2. Soft Updates

To fine-tune a file system, use tunefs(8). This program has many different options. To toggle Soft Updates on and off, use:

# tunefs -n enable /filesystem
# tunefs -n disable /filesystem

A file system cannot be modified with tunefs(8) while it is mounted. A good time to enable Soft Updates is before any partitions have been mounted, in single-user mode.

Soft Updates is recommended for UFS file systems as it drastically improves meta-data performance, mainly file creation and deletion, through the use of a memory cache. There are two downsides to Soft Updates to be aware of. First, Soft Updates guarantee file system consistency in the case of a crash, but could easily be several seconds or even a minute behind updating the physical disk. If the system crashes, unwritten data may be lost. Secondly, Soft Updates delay the freeing of file system blocks. If the root file system is almost full, performing a major update, such as make installworld, can cause the file system to run out of space and the update to fail.

12.10.2.1. More Details About Soft Updates

Meta-data updates are updates to non-content data like inodes or directories. There are two traditional approaches to writing a file system’s meta-data back to disk.

Historically, the default behavior was to write out meta-data updates synchronously. If a directory changed, the system waited until the change was actually written to disk. The file data buffers (file contents) were passed through the buffer cache and backed up to disk later on asynchronously. The advantage of this implementation is that it operates safely. If there is a failure during an update, meta-data is always in a consistent state. A file is either created completely or not at all. If the data blocks of a file did not find their way out of the buffer cache onto the disk by the time of the crash, fsck(8) recognizes this and repairs the file system by setting the file length to 0. Additionally, the implementation is clear and simple. The disadvantage is that meta-data changes are slow. For example, rm -r touches all the files in a directory sequentially, but each directory change will be written synchronously to the disk. This includes updates to the directory itself, to the inode table, and possibly to indirect blocks allocated by the file. Similar considerations apply for unrolling large hierarchies using tar -x.

The second approach is to use asynchronous meta-data updates. This is the default for a UFS file system mounted with mount -o async. Since all meta-data updates are also passed through the buffer cache, they will be intermixed with the updates of the file content data. The advantage of this implementation is there is no need to wait until each meta-data update has been written to disk, so all operations which cause huge amounts of meta-data updates work much faster than in the synchronous case. This implementation is still clear and simple, so there is a low risk for bugs creeping into the code. The disadvantage is that there is no guarantee for a consistent state of the file system. If there is a failure during an operation that updated large amounts of meta-data, like a power failure or someone pressing the reset button, the file system will be left in an unpredictable state. There is no opportunity to examine the state of the file system when the system comes up again as the data blocks of a file could already have been written to the disk while the updates of the inode table or the associated directory were not. It is impossible to implement a fsck(8) which is able to clean up the resulting chaos because the necessary information is not available on the disk. If the file system has been damaged beyond repair, the only choice is to reformat it and restore from backup.

The usual solution for this problem is to implement dirty region logging, which is also referred to as journaling. Meta-data updates are still written synchronously, but only into a small region of the disk. Later on, they are moved to their proper location. Since the logging area is a small, contiguous region on the disk, there are no long distances for the disk heads to move, even during heavy operations, so these operations are quicker than synchronous updates. Additionally, the complexity of the implementation is limited, so the risk of bugs being present is low. A disadvantage is that all meta-data is written twice, once into the logging region and once to the proper location, so performance "pessimization" might result. On the other hand, in case of a crash, all pending meta-data operations can be either quickly rolled back or completed from the logging area after the system comes up again, resulting in a fast file system startup.

Kirk McKusick, the developer of Berkeley FFS, solved this problem with Soft Updates. All pending meta-data updates are kept in memory and written out to disk in a sorted sequence ("ordered meta-data updates"). This has the effect that, in case of heavy meta-data operations, later updates to an item "catch" the earlier ones which are still in memory and have not already been written to disk. All operations are generally performed in memory before the update is written to disk and the data blocks are sorted according to their position so that they will not be on the disk ahead of their meta-data. If the system crashes, an implicit "log rewind" causes all operations which were not written to the disk appear as if they never happened. A consistent file system state is maintained that appears to be the one of 30 to 60 seconds earlier. The algorithm used guarantees that all resources in use are marked as such in their blocks and inodes. After a crash, the only resource allocation error that occurs is that resources are marked as "used" which are actually "free". fsck(8) recognizes this situation, and frees the resources that are no longer used. It is safe to ignore the dirty state of the file system after a crash by forcibly mounting it with mount -f. In order to free resources that may be unused, fsck(8) needs to be run at a later time. This is the idea behind the background fsck(8): at system startup time, only a snapshot of the file system is recorded and fsck(8) is run afterwards. All file systems can then be mounted "dirty", so the system startup proceeds in multi-user mode. Then, background fsck(8) is scheduled for all file systems where this is required, to free resources that may be unused. File systems that do not use Soft Updates still need the usual foreground fsck(8).

The advantage is that meta-data operations are nearly as fast as asynchronous updates and are faster than logging, which has to write the meta-data twice. The disadvantages are the complexity of the code, a higher memory consumption, and some idiosyncrasies. After a crash, the state of the file system appears to be somewhat "older". In situations where the standard synchronous approach would have caused some zero-length files to remain after the fsck(8), these files do not exist at all with Soft Updates because neither the meta-data nor the file contents have been written to disk. Disk space is not released until the updates have been written to disk, which may take place some time after running rm(1). This may cause problems when installing large amounts of data on a file system that does not have enough free space to hold all the files twice.

12.11. Tuning Kernel Limits

12.11.1. File/Process Limits

12.11.1.1. kern.maxfiles

The kern.maxfiles sysctl(8) variable can be raised or lowered based upon system requirements. This variable indicates the maximum number of file descriptors on the system. When the file descriptor table is full, file: table is full will show up repeatedly in the system message buffer, which can be viewed using dmesg(8).

Each open file, socket, or fifo uses one file descriptor. A large-scale production server may easily require many thousands of file descriptors, depending on the kind and number of services running concurrently.

In older FreeBSD releases, the default value of kern.maxfiles is derived from maxusers in the kernel configuration file. kern.maxfiles grows proportionally to the value of maxusers. When compiling a custom kernel, consider setting this kernel configuration option according to the use of the system. From this number, the kernel is given most of its pre-defined limits. Even though a production machine may not have 256 concurrent users, the resources needed may be similar to a high-scale web server.

The read-only sysctl(8) variable kern.maxusers is automatically sized at boot based on the amount of memory available in the system, and may be determined at run-time by inspecting the value of kern.maxusers. Some systems require larger or smaller values of kern.maxusers and values of 64, 128, and 256 are not uncommon. Going above 256 is not recommended unless a huge number of file descriptors is needed. Many of the tunable values set to their defaults by kern.maxusers may be individually overridden at boot-time or run-time in /boot/loader.conf. Refer to loader.conf(5) and /boot/defaults/loader.conf for more details and some hints.

In older releases, the system will auto-tune maxusers if it is set to 0. [2]. When setting this option, set maxusers to at least 4, especially if the system runs Xorg or is used to compile software. The most important table set by maxusers is the maximum number of processes, which is set to 20 + 16 * maxusers. If maxusers is set to 1, there can only be 36 simultaneous processes, including the 18 or so that the system starts up at boot time and the 15 or so used by Xorg. Even a simple task like reading a manual page will start up nine processes to filter, decompress, and view it. Setting maxusers to 64 allows up to 1044 simultaneous processes, which should be enough for nearly all uses. If, however, the error is displayed when trying to start another program, or a server is running with a large number of simultaneous users, increase the number and rebuild.

maxusers does not limit the number of users which can log into the machine. It instead sets various table sizes to reasonable values considering the maximum number of users on the system and how many processes each user will be running.

12.11.1.2. kern.ipc.soacceptqueue

The kern.ipc.soacceptqueue sysctl(8) variable limits the size of the listen queue for accepting new TCP connections. The default value of 128 is typically too low for robust handling of new connections on a heavily loaded web server. For such environments, it is recommended to increase this value to 1024 or higher. A service such as sendmail(8), or Apache may itself limit the listen queue size, but will often have a directive in its configuration file to adjust the queue size. Large listen queues do a better job of avoiding Denial of Service (DoS) attacks.

12.11.2. Network Limits

The NMBCLUSTERS kernel configuration option dictates the amount of network Mbufs available to the system. A heavily-trafficked server with a low number of Mbufs will hinder performance. Each cluster represents approximately 2 K of memory, so a value of 1024 represents 2 megabytes of kernel memory reserved for network buffers. A simple calculation can be done to figure out how many are needed. A web server which maxes out at 1000 simultaneous connections where each connection uses a 6 K receive and 16 K send buffer, requires approximately 32 MB worth of network buffers to cover the web server. A good rule of thumb is to multiply by 2, so 2x32 MB / 2 KB = 64 MB / 2 kB = 32768. Values between 4096 and 32768 are recommended for machines with greater amounts of memory. Never specify an arbitrarily high value for this parameter as it could lead to a boot time crash. To observe network cluster usage, use -m with netstat(1).

The kern.ipc.nmbclusters loader tunable should be used to tune this at boot time. Only older versions of FreeBSD will require the use of the NMBCLUSTERS kernel config(8) option.

For busy servers that make extensive use of the sendfile(2) system call, it may be necessary to increase the number of sendfile(2) buffers via the NSFBUFS kernel configuration option or by setting its value in /boot/loader.conf (see loader(8) for details). A common indicator that this parameter needs to be adjusted is when processes are seen in the sfbufa state. The sysctl(8) variable kern.ipc.nsfbufs is read-only. This parameter nominally scales with kern.maxusers, however it may be necessary to tune accordingly.

Even though a socket has been marked as non-blocking, calling sendfile(2) on the non-blocking socket may result in the sendfile(2) call blocking until enough struct sf_buf's are made available.

12.11.2.1. net.inet.ip.portrange.*

The net.inet.ip.portrange.* sysctl(8) variables control the port number ranges automatically bound to TCP and UDP sockets. There are three ranges: a low range, a default range, and a high range. Most network programs use the default range which is controlled by net.inet.ip.portrange.first and net.inet.ip.portrange.last, which default to 1024 and 5000, respectively. Bound port ranges are used for outgoing connections and it is possible to run the system out of ports under certain circumstances. This most commonly occurs when running a heavily loaded web proxy. The port range is not an issue when running a server which handles mainly incoming connections, such as a web server, or has a limited number of outgoing connections, such as a mail relay. For situations where there is a shortage of ports, it is recommended to increase net.inet.ip.portrange.last modestly. A value of 10000, 20000 or 30000 may be reasonable. Consider firewall effects when changing the port range. Some firewalls may block large ranges of ports, usually low-numbered ports, and expect systems to use higher ranges of ports for outgoing connections. For this reason, it is not recommended that the value of net.inet.ip.portrange.first be lowered.

12.11.2.2. TCP Bandwidth Delay Product

TCP bandwidth delay product limiting can be enabled by setting the net.inet.tcp.inflight.enable sysctl(8) variable to 1. This instructs the system to attempt to calculate the bandwidth delay product for each connection and limit the amount of data queued to the network to just the amount required to maintain optimum throughput.

This feature is useful when serving data over modems, Gigabit Ethernet, high speed WAN links, or any other link with a high bandwidth delay product, especially when also using window scaling or when a large send window has been configured. When enabling this option, also set net.inet.tcp.inflight.debug to 0 to disable debugging. For production use, setting net.inet.tcp.inflight.min to at least 6144 may be beneficial. Setting high minimums may effectively disable bandwidth limiting, depending on the link. The limiting feature reduces the amount of data built up in intermediate route and switch packet queues and reduces the amount of data built up in the local host’s interface queue. With fewer queued packets, interactive connections, especially over slow modems, will operate with lower Round Trip Times. This feature only effects server side data transmission such as uploading. It has no effect on data reception or downloading.

Adjusting net.inet.tcp.inflight.stab is not recommended. This parameter defaults to 20, representing 2 maximal packets added to the bandwidth delay product window calculation. The additional window is required to stabilize the algorithm and improve responsiveness to changing conditions, but it can also result in higher ping(8) times over slow links, though still much lower than without the inflight algorithm. In such cases, try reducing this parameter to 15, 10, or 5 and reducing net.inet.tcp.inflight.min to a value such as 3500 to get the desired effect. Reducing these parameters should be done as a last resort only.

12.11.3. Virtual Memory

12.11.3.1. kern.maxvnodes

A vnode is the internal representation of a file or directory. Increasing the number of vnodes available to the operating system reduces disk I/O. Normally, this is handled by the operating system and does not need to be changed. In some cases where disk I/O is a bottleneck and the system is running out of vnodes, this setting needs to be increased. The amount of inactive and free RAM will need to be taken into account.

To see the current number of vnodes in use:

# sysctl vfs.numvnodes
vfs.numvnodes: 91349

To see the maximum vnodes:

# sysctl kern.maxvnodes
kern.maxvnodes: 100000

If the current vnode usage is near the maximum, try increasing kern.maxvnodes by a value of 1000. Keep an eye on the number of vfs.numvnodes. If it climbs up to the maximum again, kern.maxvnodes will need to be increased further. Otherwise, a shift in memory usage as reported by top(1) should be visible and more memory should be active.

12.12. Adding Swap Space

Sometimes a system requires more swap space. This section describes two methods to increase swap space: adding swap to an existing partition or new hard drive, and creating a swap file on an existing partition.

For information on how to encrypt swap space, which options exist, and why it should be done, refer to “Encrypting Swap”.

12.12.1. Swap on a New Hard Drive or Existing Partition

Adding a new hard drive for swap gives better performance than using a partition on an existing drive. Setting up partitions and hard drives is explained in “Adding Disks” while “Designing the Partition Layout” discusses partition layouts and swap partition size considerations.

Use swapon to add a swap partition to the system. For example:

# swapon /dev/ada1s1b

It is possible to use any partition not currently mounted, even if it already contains data. Using swapon on a partition that contains data will overwrite and destroy that data. Make sure that the partition to be added as swap is really the intended partition before running swapon.

To automatically add this swap partition on boot, add an entry to /etc/fstab:

/dev/ada1s1b	none	swap	sw	0	0

See fstab(5) for an explanation of the entries in /etc/fstab. More information about swapon can be found in swapon(8).

12.12.2. Creating a Swap File

These examples create a 512M swap file called /usr/swap0 instead of using a partition.

Using swap files requires that the module needed by md(4) has either been built into the kernel or has been loaded before swap is enabled. See Configuring the FreeBSD Kernel for information about building a custom kernel.

Example 25. Creating a Swap File
  1. Create the swap file:

    # dd if=/dev/zero of=/usr/swap0 bs=1m count=512
  2. Set the proper permissions on the new file:

    # chmod 0600 /usr/swap0
  3. Inform the system about the swap file by adding a line to /etc/fstab:

    md99	none	swap	sw,file=/usr/swap0,late	0	0

    The md(4) device md99 is used, leaving lower device numbers available for interactive use.

  4. Swap space will be added on system startup. To add swap space immediately, use swapon(8):

    # swapon -aL

12.13. Power and Resource Management

It is important to utilize hardware resources in an efficient manner. Power and resource management allows the operating system to monitor system limits and to possibly provide an alert if the system temperature increases unexpectedly. An early specification for providing power management was the Advanced Power Management (APM) facility. APM controls the power usage of a system based on its activity. However, it was difficult and inflexible for operating systems to manage the power usage and thermal properties of a system. The hardware was managed by the BIOS and the user had limited configurability and visibility into the power management settings. The APMBIOS is supplied by the vendor and is specific to the hardware platform. An APM driver in the operating system mediates access to the APM Software Interface, which allows management of power levels.

There are four major problems in APM. First, power management is done by the vendor-specific BIOS, separate from the operating system. For example, the user can set idle-time values for a hard drive in the APMBIOS so that, when exceeded, the BIOS spins down the hard drive without the consent of the operating system. Second, the APM logic is embedded in the BIOS, and it operates outside the scope of the operating system. This means that users can only fix problems in the APMBIOS by flashing a new one into the ROM, which is a dangerous procedure with the potential to leave the system in an unrecoverable state if it fails. Third, APM is a vendor-specific technology, meaning that there is a lot of duplication of efforts and bugs found in one vendor’s BIOS may not be solved in others. Lastly, the APMBIOS did not have enough room to implement a sophisticated power policy or one that can adapt well to the purpose of the machine.

The Plug and Play BIOS (PNPBIOS) was unreliable in many situations. PNPBIOS is 16-bit technology, so the operating system has to use 16-bit emulation in order to interface with PNPBIOS methods. FreeBSD provides an APM driver as APM should still be used for systems manufactured at or before the year 2000. The driver is documented in apm(4).

The successor to APM is the Advanced Configuration and Power Interface (ACPI). ACPI is a standard written by an alliance of vendors to provide an interface for hardware resources and power management. It is a key element in Operating System-directed configuration and Power Management as it provides more control and flexibility to the operating system.

This chapter demonstrates how to configure ACPI on FreeBSD. It then offers some tips on how to debug ACPI and how to submit a problem report containing debugging information so that developers can diagnosis and fix ACPI issues.

12.13.1. Configuring ACPI

In FreeBSD the acpi(4) driver is loaded by default at system boot and should not be compiled into the kernel. This driver cannot be unloaded after boot because the system bus uses it for various hardware interactions. However, if the system is experiencing problems, ACPI can be disabled altogether by rebooting after setting hint.acpi.0.disabled="1" in /boot/loader.conf or by setting this variable at the loader prompt, as described in “Stage Three”.

ACPI and APM cannot coexist and should be used separately. The last one to load will terminate if the driver notices the other is running.

ACPI can be used to put the system into a sleep mode with acpiconf, the -s flag, and a number from 1 to 5. Most users only need 1 (quick suspend to RAM) or 3 (suspend to RAM). Option 5 performs a soft-off which is the same as running halt -p.

The acpi_video(4) driver uses ACPI Video Extensions to control display switching and backlight brightness. It must be loaded after any of the DRM kernel modules. After loading the driver, the Fn brightness keys will change the brightness of the screen. It is possible to check the ACPI events by inspecting /var/run/devd.pipe:

...
# cat /var/run/devd.pipe
!system=ACPI subsystem=Video type=brightness notify=62
!system=ACPI subsystem=Video type=brightness notify=63
!system=ACPI subsystem=Video type=brightness notify=64
...

Other options are available using sysctl. Refer to acpi(4) and acpiconf(8) for more information.

12.13.2. Common Problems

ACPI is present in all modern computers that conform to the ia32 (x86) and amd64 (AMD) architectures. The full standard has many features including CPU performance management, power planes control, thermal zones, various battery systems, embedded controllers, and bus enumeration. Most systems implement less than the full standard. For instance, a desktop system usually only implements bus enumeration while a laptop might have cooling and battery management support as well. Laptops also have suspend and resume, with their own associated complexity.

An ACPI-compliant system has various components. The BIOS and chipset vendors provide various fixed tables, such as FADT, in memory that specify things like the APIC map (used for SMP), config registers, and simple configuration values. Additionally, a bytecode table, the Differentiated System Description Table DSDT, specifies a tree-like name space of devices and methods.

The ACPI driver must parse the fixed tables, implement an interpreter for the bytecode, and modify device drivers and the kernel to accept information from the ACPI subsystem. For FreeBSD, Intel® has provided an interpreter (ACPI-CA) that is shared with Linux® and NetBSD. The path to the ACPI-CA source code is src/sys/contrib/dev/acpica. The glue code that allows ACPI-CA to work on FreeBSD is in src/sys/dev/acpica/Osd. Finally, drivers that implement various ACPI devices are found in src/sys/dev/acpica.

For ACPI to work correctly, all the parts have to work correctly. Here are some common problems, in order of frequency of appearance, and some possible workarounds or fixes. If a fix does not resolve the issue, refer to Getting and Submitting Debugging Info for instructions on how to submit a bug report.

12.13.2.1. Mouse Issues

In some cases, resuming from a suspend operation will cause the mouse to fail. A known work around is to add hint.psm.0.flags="0x3000" to /boot/loader.conf.

12.13.2.2. Suspend/Resume

ACPI has three suspend to RAM (STR) states, S1-S3, and one suspend to disk state (STD), called S4. STD can be implemented in two separate ways. The S4BIOS is a BIOS-assisted suspend to disk and S4OS is implemented entirely by the operating system. The normal state the system is in when plugged in but not powered up is "soft off" (S5).

Use sysctl hw.acpi to check for the suspend-related items. These example results are from a Thinkpad:

hw.acpi.supported_sleep_state: S3 S4 S5
hw.acpi.s4bios: 0

Use acpiconf -s to test S3, S4, and S5. An s4bios of one (1) indicates S4BIOS support instead of S4 operating system support.

When testing suspend/resume, start with S1, if supported. This state is most likely to work since it does not require much driver support. No one has implemented S2, which is similar to S1. Next, try S3. This is the deepest STR state and requires a lot of driver support to properly reinitialize the hardware.

A common problem with suspend/resume is that many device drivers do not save, restore, or reinitialize their firmware, registers, or device memory properly. As a first attempt at debugging the problem, try:

# sysctl debug.bootverbose=1
# sysctl debug.acpi.suspend_bounce=1
# acpiconf -s 3

This test emulates the suspend/resume cycle of all device drivers without actually going into S3 state. In some cases, problems such as losing firmware state, device watchdog time out, and retrying forever, can be captured with this method. Note that the system will not really enter S3 state, which means devices may not lose power, and many will work fine even if suspend/resume methods are totally missing, unlike real S3 state.

If the previous test worked, on a laptop it is possible to configure the system to suspend into S3 on lid close and resume when it is open back again:

# sysctl hw.acpi.lid_switch_state=S3

This change can be made persistent across reboots:

# echo 'hw.acpi.lid_switch_state=S3' >> /etc/sysctl.conf

Harder cases require additional hardware, such as a serial port and cable for debugging through a serial console, a Firewire port and cable for using dcons(4), and kernel debugging skills.

To help isolate the problem, unload as many drivers as possible. If it works, narrow down which driver is the problem by loading drivers until it fails again. Typically, binary drivers like nvidia.ko, display drivers, and USB will have the most problems while Ethernet interfaces usually work fine. If drivers can be properly loaded and unloaded, automate this by putting the appropriate commands in /etc/rc.suspend and /etc/rc.resume. Try setting hw.acpi.reset_video to 1 if the display is messed up after resume. Try setting longer or shorter values for hw.acpi.sleep_delay to see if that helps.

Try loading a recent Linux® distribution to see if suspend/resume works on the same hardware. If it works on Linux®, it is likely a FreeBSD driver problem. Narrowing down which driver causes the problem will assist developers in fixing the problem. Since the ACPI maintainers rarely maintain other drivers, such as sound or ATA, any driver problems should also be posted to the FreeBSD-CURRENT mailing list and mailed to the driver maintainer. Advanced users can include debugging printf(3)s in a problematic driver to track down where in its resume function it hangs.

Finally, try disabling ACPI and enabling APM instead. If suspend/resume works with APM, stick with APM, especially on older hardware (pre-2000). It took vendors a while to get ACPI support correct and older hardware is more likely to have BIOS problems with ACPI.

12.13.2.3. System Hangs

Most system hangs are a result of lost interrupts or an interrupt storm. Chipsets may have problems based on boot, how the BIOS configures interrupts before correctness of the APIC (MADT) table, and routing of the System Control Interrupt (SCI).

Interrupt storms can be distinguished from lost interrupts by checking the output of vmstat -i and looking at the line that has acpi0. If the counter is increasing at more than a couple per second, there is an interrupt storm. If the system appears hung, try breaking to DDB (CTRL+ALT+ESC on console) and type show interrupts.

When dealing with interrupt problems, try disabling APIC support with hint.apic.0.disabled="1" in /boot/loader.conf.

12.13.2.4. Panics

Panics are relatively rare for ACPI and are the top priority to be fixed. The first step is to isolate the steps to reproduce the panic, if possible, and get a backtrace. Follow the advice for enabling options DDB and setting up a serial console in “Entering the DDB Debugger from the Serial Line” or setting up a dump partition. To get a backtrace in DDB, use tr. When handwriting the backtrace, get at least the last five and the top five lines in the trace.

Then, try to isolate the problem by booting with ACPI disabled. If that works, isolate the ACPI subsystem by using various values of debug.acpi.disable. See acpi(4) for some examples.

12.13.2.5. System Powers Up After Suspend or Shutdown

First, try setting hw.acpi.disable_on_poweroff="0" in /boot/loader.conf. This keeps ACPI from disabling various events during the shutdown process. Some systems need this value set to 1 (the default) for the same reason. This usually fixes the problem of a system powering up spontaneously after a suspend or poweroff.

12.13.2.6. BIOS Contains Buggy Bytecode

Some BIOS vendors provide incorrect or buggy bytecode. This is usually manifested by kernel console messages like this:

ACPI-1287: *** Error: Method execution failed [\\_SB_.PCI0.LPC0.FIGD._STA] \\
(Node 0xc3f6d160), AE_NOT_FOUND

Often, these problems may be resolved by updating the BIOS to the latest revision. Most console messages are harmless, but if there are other problems, like the battery status is not working, these messages are a good place to start looking for problems.

12.13.3. Overriding the Default AML

The BIOS bytecode, known as ACPI Machine Language (AML), is compiled from a source language called ACPI Source Language (ASL). The AML is found in the table known as the Differentiated System Description Table (DSDT).

The goal of FreeBSD is for everyone to have working ACPI without any user intervention. Workarounds are still being developed for common mistakes made by BIOS vendors. The Microsoft® interpreter (acpi.sys and acpiec.sys) does not strictly check for adherence to the standard, and thus many BIOS vendors who only test ACPI under Windows® never fix their ASL. FreeBSD developers continue to identify and document which non-standard behavior is allowed by Microsoft®'s interpreter and replicate it so that FreeBSD can work without forcing users to fix the ASL.

To help identify buggy behavior and possibly fix it manually, a copy can be made of the system’s ASL. To copy the system’s ASL to a specified file name, use acpidump with -t, to show the contents of the fixed tables, and -d, to disassemble the AML:

# acpidump -td > my.asl

Some AML versions assume the user is running Windows®. To override this, set hw.acpi.osname="Windows 2009" in /boot/loader.conf, using the most recent Windows® version listed in the ASL.

Other workarounds may require my.asl to be customized. If this file is edited, compile the new ASL using the following command. Warnings can usually be ignored, but errors are bugs that will usually prevent ACPI from working correctly.

# iasl -f my.asl

Including -f forces creation of the AML, even if there are errors during compilation. Some errors, such as missing return statements, are automatically worked around by the FreeBSD interpreter.

The default output filename for iasl is DSDT.aml. Load this file instead of the BIOS’s buggy copy, which is still present in flash memory, by editing /boot/loader.conf as follows:

acpi_dsdt_load="YES"
acpi_dsdt_name="/boot/DSDT.aml"

Be sure to copy DSDT.aml to /boot, then reboot the system. If this fixes the problem, send a diff(1) of the old and new ASL to FreeBSD ACPI mailing list so that developers can work around the buggy behavior in acpica.

12.13.4. Getting and Submitting Debugging Info

The ACPI driver has a flexible debugging facility. A set of subsystems and the level of verbosity can be specified. The subsystems to debug are specified as layers and are broken down into components (ACPI_ALL_COMPONENTS) and ACPI hardware support (ACPI_ALL_DRIVERS). The verbosity of debugging output is specified as the level and ranges from just report errors (ACPI_LV_ERROR) to everything (ACPI_LV_VERBOSE). The level is a bitmask so multiple options can be set at once, separated by spaces. In practice, a serial console should be used to log the output so it is not lost as the console message buffer flushes. A full list of the individual layers and levels is found in acpi(4).

Debugging output is not enabled by default. To enable it, add options ACPI_DEBUG to the custom kernel configuration file if ACPI is compiled into the kernel. Add ACPI_DEBUG=1 to /etc/make.conf to enable it globally. If a module is used instead of a custom kernel, recompile just the acpi.ko module as follows:

# cd /sys/modules/acpi/acpi && make clean && make ACPI_DEBUG=1

Copy the compiled acpi.ko to /boot/kernel and add the desired level and layer to /boot/loader.conf. The entries in this example enable debug messages for all ACPI components and hardware drivers and output error messages at the least verbose level:

debug.acpi.layer="ACPI_ALL_COMPONENTS ACPI_ALL_DRIVERS"
debug.acpi.level="ACPI_LV_ERROR"

If the required information is triggered by a specific event, such as a suspend and then resume, do not modify /boot/loader.conf. Instead, use sysctl to specify the layer and level after booting and preparing the system for the specific event. The variables which can be set using sysctl are named the same as the tunables in /boot/loader.conf.

Once the debugging information is gathered, it can be sent to FreeBSD ACPI mailing list so that it can be used by the FreeBSD ACPI maintainers to identify the root cause of the problem and to develop a solution.

Before submitting debugging information to this mailing list, ensure the latest BIOS version is installed and, if available, the embedded controller firmware version.

When submitting a problem report, include the following information:

  • Description of the buggy behavior, including system type, model, and anything that causes the bug to appear. Note as accurately as possible when the bug began occurring if it is new.

  • The output of dmesg after running boot -v, including any error messages generated by the bug.

  • The dmesg output from boot -v with ACPI disabled, if disabling ACPI helps to fix the problem.

  • Output from sysctl hw.acpi. This lists which features the system offers.

  • The URL to a pasted version of the system’s ASL. Do not send the ASL directly to the list as it can be very large. Generate a copy of the ASL by running this command:

    # acpidump -dt > name-system.asl

    Substitute the login name for name and manufacturer/model for system. For example, use njl-FooCo6000.asl.

Most FreeBSD developers watch the FreeBSD-CURRENT mailing list, but one should submit problems to FreeBSD ACPI mailing list to be sure it is seen. Be patient when waiting for a response. If the bug is not immediately apparent, submit a bug report. When entering a PR, include the same information as requested above. This helps developers to track the problem and resolve it. Do not send a PR without emailing FreeBSD ACPI mailing list first as it is likely that the problem has been reported before.

12.13.5. References

More information about ACPI may be found in the following locations:

Chapter 13. The FreeBSD Booting Process

13.1. Synopsis

The process of starting a computer and loading the operating system is referred to as "the bootstrap process", or "booting". FreeBSD’s boot process provides a great deal of flexibility in customizing what happens when the system starts, including the ability to select from different operating systems installed on the same computer, different versions of the same operating system, or a different installed kernel.

This chapter details the configuration options that can be set. It demonstrates how to customize the FreeBSD boot process, including everything that happens until the FreeBSD kernel has started, probed for devices, and started init(8). This occurs when the text color of the boot messages changes from bright white to grey.

After reading this chapter, you will recognize:

  • The components of the FreeBSD bootstrap system and how they interact.

  • The options that can be passed to the components in the FreeBSD bootstrap in order to control the boot process.

  • The basics of setting device hints.

  • How to boot into single- and multi-user mode and how to properly shut down a FreeBSD system.

This chapter only describes the boot process for FreeBSD running on x86 and amd64 systems.

13.2. FreeBSD Boot Process

Turning on a computer and starting the operating system poses an interesting dilemma. By definition, the computer does not know how to do anything until the operating system is started. This includes running programs from the disk. If the computer can not run a program from the disk without the operating system, and the operating system programs are on the disk, how is the operating system started?

This problem parallels one in the book The Adventures of Baron Munchausen. A character had fallen part way down a manhole, and pulled himself out by grabbing his bootstraps and lifting. In the early days of computing, the term bootstrap was applied to the mechanism used to load the operating system. It has since become shortened to "booting".

On x86 hardware, the Basic Input/Output System (BIOS) is responsible for loading the operating system. The BIOS looks on the hard disk for the Master Boot Record (MBR), which must be located in a specific place on the disk. The BIOS has enough knowledge to load and run the MBR, and assumes that the MBR can then carry out the rest of the tasks involved in loading the operating system, possibly with the help of the BIOS.

FreeBSD provides for booting from both the older MBR standard, and the newer GUID Partition Table (GPT). GPT partitioning is often found on computers with the Unified Extensible Firmware Interface (UEFI). However, FreeBSD can boot from GPT partitions even on machines with only a legacy BIOS with gptboot(8). Work is under way to provide direct UEFI booting.

The code within the MBR is typically referred to as a boot manager, especially when it interacts with the user. The boot manager usually has more code in the first track of the disk or within the file system. Examples of boot managers include the standard FreeBSD boot manager boot0, also called Boot Easy, and Grub, which is used by many Linux® distributions.

If only one operating system is installed, the MBR searches for the first bootable (active) slice on the disk, and then runs the code on that slice to load the remainder of the operating system. When multiple operating systems are present, a different boot manager can be installed to display a list of operating systems so the user can select one to boot.

The remainder of the FreeBSD bootstrap system is divided into three stages. The first stage knows just enough to get the computer into a specific state and run the second stage. The second stage can do a little bit more, before running the third stage. The third stage finishes the task of loading the operating system. The work is split into three stages because the MBR puts limits on the size of the programs that can be run at stages one and two. Chaining the tasks together allows FreeBSD to provide a more flexible loader.

The kernel is then started and begins to probe for devices and initialize them for use. Once the kernel boot process is finished, the kernel passes control to the user process init(8), which makes sure the disks are in a usable state, starts the user-level resource configuration which mounts file systems, sets up network cards to communicate on the network, and starts the processes which have been configured to run at startup.

This section describes these stages in more detail and demonstrates how to interact with the FreeBSD boot process.

13.2.1. The Boot Manager

The boot manager code in the MBR is sometimes referred to as stage zero of the boot process. By default, FreeBSD uses the boot0 boot manager.

The MBR installed by the FreeBSD installer is based on /boot/boot0. The size and capability of boot0 is restricted to 446 bytes due to the slice table and 0x55AA identifier at the end of the MBR. If boot0 and multiple operating systems are installed, a message similar to this example will be displayed at boot time:

Example 26. boot0 Screenshot
F1 Win
F2 FreeBSD

Default: F2

Other operating systems will overwrite an existing MBR if they are installed after FreeBSD. If this happens, or to replace the existing MBR with the FreeBSD MBR, use the following command:

# fdisk -B -b /boot/boot0 device

where device is the boot disk, such as ad0 for the first IDE disk, ad2 for the first IDE disk on a second IDE controller, or da0 for the first SCSI disk. To create a custom configuration of the MBR, refer to boot0cfg(8).

13.2.2. Stage One and Stage Two

Conceptually, the first and second stages are part of the same program on the same area of the disk. Due to space constraints, they have been split into two, but are always installed together. They are copied from the combined /boot/boot by the FreeBSD installer or bsdlabel.

These two stages are located outside file systems, in the first track of the boot slice, starting with the first sector. This is where boot0, or any other boot manager, expects to find a program to run which will continue the boot process.

The first stage, boot1, is very simple, since it can only be 512 bytes in size. It knows just enough about the FreeBSD bsdlabel, which stores information about the slice, to find and execute boot2.

Stage two, boot2, is slightly more sophisticated, and understands the FreeBSD file system enough to find files. It can provide a simple interface to choose the kernel or loader to run. It runs loader, which is much more sophisticated and provides a boot configuration file. If the boot process is interrupted at stage two, the following interactive screen is displayed:

Example 27. boot2 Screenshot
>> FreeBSD/i386 BOOT
Default: 0:ad(0,a)/boot/loader
boot:

To replace the installed boot1 and boot2, use bsdlabel, where diskslice is the disk and slice to boot from, such as ad0s1 for the first slice on the first IDE disk:

# bsdlabel -B diskslice

If just the disk name is used, such as ad0, bsdlabel will create the disk in "dangerously dedicated mode", without slices. This is probably not the desired action, so double check the diskslice before pressing Return.

13.2.3. Stage Three

The loader is the final stage of the three-stage bootstrap process. It is located on the file system, usually as /boot/loader.

The loader is intended as an interactive method for configuration, using a built-in command set, backed up by a more powerful interpreter which has a more complex command set.

During initialization, loader will probe for a console and for disks, and figure out which disk it is booting from. It will set variables accordingly, and an interpreter is started where user commands can be passed from a script or interactively.

The loader will then read /boot/loader.rc, which by default reads in /boot/defaults/loader.conf which sets reasonable defaults for variables and reads /boot/loader.conf for local changes to those variables. loader.rc then acts on these variables, loading whichever modules and kernel are selected.

Finally, by default, loader issues a 10 second wait for key presses, and boots the kernel if it is not interrupted. If interrupted, the user is presented with a prompt which understands the command set, where the user may adjust variables, unload all modules, load modules, and then finally boot or reboot. Loader Built-In Commands lists the most commonly used loader commands. For a complete discussion of all available commands, refer to loader(8).

Table 10. Loader Built-In Commands
VariableDescription

autoboot seconds

Proceeds to boot the kernel if not interrupted within the time span given, in seconds. It displays a countdown, and the default time span is 10 seconds.

boot [-options] [kernelname]

Immediately proceeds to boot the kernel, with any specified options or kernel name. Providing a kernel name on the command-line is only applicable after an unload has been issued. Otherwise, the previously-loaded kernel will be used. If kernelname is not qualified, it will be searched under /boot/kernel and /boot/modules.

boot-conf

Goes through the same automatic configuration of modules based on specified variables, most commonly kernel. This only makes sense if unload is used first, before changing some variables.

help [topic]

Shows help messages read from /boot/loader.help. If the topic given is index, the list of available topics is displayed.

include filename …​

Reads the specified file and interprets it line by line. An error immediately stops the include.

load [-t type] filename

Loads the kernel, kernel module, or file of the type given, with the specified filename. Any arguments after filename are passed to the file. If filename is not qualified, it will be searched under /boot/kernel and /boot/modules.

ls [-l] [path]

Displays a listing of files in the given path, or the root directory, if the path is not specified. If -l is specified, file sizes will also be shown.

lsdev [-v]

Lists all of the devices from which it may be possible to load modules. If -v is specified, more details are printed.

lsmod [-v]

Displays loaded modules. If -v is specified, more details are shown.

more filename

Displays the files specified, with a pause at each LINES displayed.

reboot

Immediately reboots the system.

set variable, set variable=value

Sets the specified environment variables.

unload

Removes all loaded modules.

Here are some practical examples of loader usage. To boot the usual kernel in single-user mode :

 boot -s

To unload the usual kernel and modules and then load the previous or another, specified kernel:

 unload
 load /path/to/kernelfile

Use the qualified /boot/GENERIC/kernel to refer to the default kernel that comes with an installation, or /boot/kernel.old/kernel, to refer to the previously installed kernel before a system upgrade or before configuring a custom kernel.

Use the following to load the usual modules with another kernel. Note that in this case it is not necessary the qualified name:

unload
set kernel="mykernel"
boot-conf

To load an automated kernel configuration script:

 load -t userconfig_script /boot/kernel.conf

13.2.4. Last Stage

Once the kernel is loaded by either loader or by boot2, which bypasses loader, it examines any boot flags and adjusts its behavior as necessary. Kernel Interaction During Boot lists the commonly used boot flags. Refer to boot(8) for more information on the other boot flags.

Table 11. Kernel Interaction During Boot
OptionDescription

-a

During kernel initialization, ask for the device to mount as the root file system.

-C

Boot the root file system from a CDROM.

-s

Boot into single-user mode.

-v

Be more verbose during kernel startup.

Once the kernel has finished booting, it passes control to the user process init(8), which is located at /sbin/init, or the program path specified in the init_path variable in loader. This is the last stage of the boot process.

The boot sequence makes sure that the file systems available on the system are consistent. If a UFS file system is not, and fsck cannot fix the inconsistencies, init drops the system into single-user mode so that the system administrator can resolve the problem directly. Otherwise, the system boots into multi-user mode.

13.2.4.1. Single-User Mode

A user can specify this mode by booting with -s or by setting the boot_single variable in loader. It can also be reached by running shutdown now from multi-user mode. Single-user mode begins with this message:

Enter full pathname of shell or RETURN for /bin/sh:

If the user presses Enter, the system will enter the default Bourne shell. To specify a different shell, input the full path to the shell.

Single-user mode is usually used to repair a system that will not boot due to an inconsistent file system or an error in a boot configuration file. It can also be used to reset the root password when it is unknown. These actions are possible as the single-user mode prompt gives full, local access to the system and its configuration files. There is no networking in this mode.

While single-user mode is useful for repairing a system, it poses a security risk unless the system is in a physically secure location. By default, any user who can gain physical access to a system will have full control of that system after booting into single-user mode.

If the system console is changed to insecure in /etc/ttys, the system will first prompt for the root password before initiating single-user mode. This adds a measure of security while removing the ability to reset the root password when it is unknown.

Example 28. Configuring an Insecure Console in /etc/ttys
# name  getty                           type    status          comments
#
# If console is marked "insecure", then init will ask for the root password
# when going to single-user mode.
console none                            unknown off insecure

An insecure console means that physical security to the console is considered to be insecure, so only someone who knows the root password may use single-user mode.

13.2.4.2. Multi-User Mode

If init finds the file systems to be in order, or once the user has finished their commands in single-user mode and has typed exit to leave single-user mode, the system enters multi-user mode, in which it starts the resource configuration of the system.

The resource configuration system reads in configuration defaults from /etc/defaults/rc.conf and system-specific details from /etc/rc.conf. It then proceeds to mount the system file systems listed in /etc/fstab. It starts up networking services, miscellaneous system daemons, then the startup scripts of locally installed packages.

To learn more about the resource configuration system, refer to rc(8) and examine the scripts located in /etc/rc.d.

13.3. Device Hints

During initial system startup, the boot loader(8) reads device.hints(5). This file stores kernel boot information known as variables, sometimes referred to as "device hints". These "device hints" are used by device drivers for device configuration.

Device hints may also be specified at the Stage 3 boot loader prompt, as demonstrated in Stage Three. Variables can be added using set, removed with unset, and viewed show. Variables set in /boot/device.hints can also be overridden. Device hints entered at the boot loader are not permanent and will not be applied on the next reboot.

Once the system is booted, kenv(1) can be used to dump all of the variables.

The syntax for /boot/device.hints is one variable per line, using the hash "#" as comment markers. Lines are constructed as follows:

 hint.driver.unit.keyword="value"

The syntax for the Stage 3 boot loader is:

 set hint.driver.unit.keyword=value

where driver is the device driver name, unit is the device driver unit number, and keyword is the hint keyword. The keyword may consist of the following options:

  • at: specifies the bus which the device is attached to.

  • port: specifies the start address of the I/O to be used.

  • irq: specifies the interrupt request number to be used.

  • drq: specifies the DMA channel number.

  • maddr: specifies the physical memory address occupied by the device.

  • flags: sets various flag bits for the device.

  • disabled: if set to 1 the device is disabled.

Since device drivers may accept or require more hints not listed here, viewing a driver’s manual page is recommended. For more information, refer to device.hints(5), kenv(1), loader.conf(5), and loader(8).

13.4. Shutdown Sequence

Upon controlled shutdown using shutdown(8), init(8) will attempt to run the script /etc/rc.shutdown, and then proceed to send all processes the TERM signal, and subsequently the KILL signal to any that do not terminate in a timely manner.

To power down a FreeBSD machine on architectures and systems that support power management, use shutdown -p now to turn the power off immediately. To reboot a FreeBSD system, use shutdown -r now. One must be root or a member of operator in order to run shutdown(8). One can also use halt(8) and reboot(8). Refer to their manual pages and to shutdown(8) for more information.

Modify group membership by referring to “Users and Basic Account Management”.

Power management requires acpi(4) to be loaded as a module or statically compiled into a custom kernel.

Chapter 14. Security

14.1. Synopsis

Security, whether physical or virtual, is a topic so broad that an entire industry has evolved around it. Hundreds of standard practices have been authored about how to secure systems and networks, and as a user of FreeBSD, understanding how to protect against attacks and intruders is a must.

In this chapter, several fundamentals and techniques will be discussed. The FreeBSD system comes with multiple layers of security, and many more third party utilities may be added to enhance security.

After reading this chapter, you will know:

  • Basic FreeBSD system security concepts.

  • The various crypt mechanisms available in FreeBSD.

  • How to set up one-time password authentication.

  • How to configure TCP Wrapper for use with inetd(8).

  • How to set up Kerberos on FreeBSD.

  • How to configure IPsec and create a VPN.

  • How to configure and use OpenSSH on FreeBSD.

  • How to use file system ACLs.

  • How to use pkg to audit third party software packages installed from the Ports Collection.

  • How to utilize FreeBSD security advisories.

  • What Process Accounting is and how to enable it on FreeBSD.

  • How to control user resources using login classes or the resource limits database.

Before reading this chapter, you should:

  • Understand basic FreeBSD and Internet concepts.

Additional security topics are covered elsewhere in this Handbook. For example, Mandatory Access Control is discussed in Mandatory Access Control and Internet firewalls are discussed in Firewalls.

14.2. Introduction

Security is everyone’s responsibility. A weak entry point in any system could allow intruders to gain access to critical information and cause havoc on an entire network. One of the core principles of information security is the CIA triad, which stands for the Confidentiality, Integrity, and Availability of information systems.

The CIA triad is a bedrock concept of computer security as customers and users expect their data to be protected. For example, a customer expects that their credit card information is securely stored (confidentiality), that their orders are not changed behind the scenes (integrity), and that they have access to their order information at all times (availablility).

To provide CIA, security professionals apply a defense in depth strategy. The idea of defense in depth is to add several layers of security to prevent one single layer failing and the entire security system collapsing. For example, a system administrator cannot simply turn on a firewall and consider the network or system secure. One must also audit accounts, check the integrity of binaries, and ensure malicious tools are not installed. To implement an effective security strategy, one must understand threats and how to defend against them.

What is a threat as it pertains to computer security? Threats are not limited to remote attackers who attempt to access a system without permission from a remote location. Threats also include employees, malicious software, unauthorized network devices, natural disasters, security vulnerabilities, and even competing corporations.

Systems and networks can be accessed without permission, sometimes by accident, or by remote attackers, and in some cases, via corporate espionage or former employees. As a user, it is important to prepare for and admit when a mistake has led to a security breach and report possible issues to the security team. As an administrator, it is important to know of the threats and be prepared to mitigate them.

When applying security to systems, it is recommended to start by securing the basic accounts and system configuration, and then to secure the network layer so that it adheres to the system policy and the organization’s security procedures. Many organizations already have a security policy that covers the configuration of technology devices. The policy should include the security configuration of workstations, desktops, mobile devices, phones, production servers, and development servers. In many cases, standard operating procedures (SOPs) already exist. When in doubt, ask the security team.

The rest of this introduction describes how some of these basic security configurations are performed on a FreeBSD system. The rest of this chapter describes some specific tools which can be used when implementing a security policy on a FreeBSD system.

14.2.1. Preventing Logins

In securing a system, a good starting point is an audit of accounts. Ensure that root has a strong password and that this password is not shared. Disable any accounts that do not need login access.

To deny login access to accounts, two methods exist. The first is to lock the account. This example locks the toor account:

# pw lock toor

The second method is to prevent login access by changing the shell to /usr/sbin/nologin. Only the superuser can change the shell for other users:

# chsh -s /usr/sbin/nologin toor

The /usr/sbin/nologin shell prevents the system from assigning a shell to the user when they attempt to login.

14.2.2. Permitted Account Escalation

In some cases, system administration needs to be shared with other users. FreeBSD has two methods to handle this. The first one, which is not recommended, is a shared root password used by members of the wheel group. With this method, a user types su and enters the password for wheel whenever superuser access is needed. The user should then type exit to leave privileged access after finishing the commands that required administrative access. To add a user to this group, edit /etc/group and add the user to the end of the wheel entry. The user must be separated by a comma character with no space.

The second, and recommended, method to permit privilege escalation is to install the security/sudo package or port. This software provides additional auditing, more fine-grained user control, and can be configured to lock users into running only the specified privileged commands.

After installation, use visudo to edit /usr/local/etc/sudoers. This example creates a new webadmin group, adds the trhodes account to that group, and configures that group access to restart apache24:

# pw groupadd webadmin -M trhodes -g 6000
# visudo
%webadmin ALL=(ALL) /usr/sbin/service apache24 *

14.2.3. Password Hashes

Passwords are a necessary evil of technology. When they must be used, they should be complex and a powerful hash mechanism should be used to encrypt the version that is stored in the password database. FreeBSD supports the DES, MD5, SHA256, SHA512, and Blowfish hash algorithms in its crypt() library. The default of SHA512 should not be changed to a less secure hashing algorithm, but can be changed to the more secure Blowfish algorithm.

Blowfish is not part of AES and is not considered compliant with any Federal Information Processing Standards (FIPS). Its use may not be permitted in some environments.

To determine which hash algorithm is used to encrypt a user’s password, the superuser can view the hash for the user in the FreeBSD password database. Each hash starts with a symbol which indicates the type of hash mechanism used to encrypt the password. If DES is used, there is no beginning symbol. For MD5, the symbol is $. For SHA256 and SHA512, the symbol is $6$. For Blowfish, the symbol is $2a$. In this example, the password for dru is hashed using the default SHA512 algorithm as the hash starts with $6$. Note that the encrypted hash, not the password itself, is stored in the password database:

# grep dru /etc/master.passwd
dru:$6$pzIjSvCAn.PBYQBA$PXpSeWPx3g5kscj3IMiM7tUEUSPmGexxta.8Lt9TGSi2lNQqYGKszsBPuGME0:1001:1001::0:0:dru:/usr/home/dru:/bin/csh

The hash mechanism is set in the user’s login class. For this example, the user is in the default login class and the hash algorithm is set with this line in /etc/login.conf:

        :passwd_format=sha512:\

To change the algorithm to Blowfish, modify that line to look like this:

        :passwd_format=blf:\

Then run cap_mkdb /etc/login.conf as described in Configuring Login Classes. Note that this change will not affect any existing password hashes. This means that all passwords should be re-hashed by asking users to run passwd in order to change their password.

For remote logins, two-factor authentication should be used. An example of two-factor authentication is "something you have", such as a key, and "something you know", such as the passphrase for that key. Since OpenSSH is part of the FreeBSD base system, all network logins should be over an encrypted connection and use key-based authentication instead of passwords. For more information, refer to OpenSSH. Kerberos users may need to make additional changes to implement OpenSSH in their network. These changes are described in Kerberos.

14.2.4. Password Policy Enforcement

Enforcing a strong password policy for local accounts is a fundamental aspect of system security. In FreeBSD, password length, password strength, and password complexity can be implemented using built-in Pluggable Authentication Modules (PAM).

This section demonstrates how to configure the minimum and maximum password length and the enforcement of mixed characters using the pam_passwdqc.so module. This module is enforced when a user changes their password.

To configure this module, become the superuser and uncomment the line containing pam_passwdqc.so in /etc/pam.d/passwd. Then, edit that line to match the password policy:

password        requisite       pam_passwdqc.so         min=disabled,disabled,disabled,12,10 similar=deny retry=3 enforce=users

This example sets several requirements for new passwords. The min setting controls the minimum password length. It has five values because this module defines five different types of passwords based on their complexity. Complexity is defined by the type of characters that must exist in a password, such as letters, numbers, symbols, and case. The types of passwords are described in pam_passwdqc(8). In this example, the first three types of passwords are disabled, meaning that passwords that meet those complexity requirements will not be accepted, regardless of their length. The 12 sets a minimum password policy of at least twelve characters, if the password also contains characters with three types of complexity. The 10 sets the password policy to also allow passwords of at least ten characters, if the password contains characters with four types of complexity.

The similar setting denies passwords that are similar to the user’s previous password. The retry setting provides a user with three opportunities to enter a new password.

Once this file is saved, a user changing their password will see a message similar to the following:

% passwd
Changing local password for trhodes
Old Password:

You can now choose the new password.
A valid password should be a mix of upper and lower case letters,
digits and other characters.  You can use a 12 character long
password with characters from at least 3 of these 4 classes, or
a 10 character long password containing characters from all the
classes.  Characters that form a common pattern are discarded by
the check.
Alternatively, if no one else can see your terminal now, you can
pick this as your password: "trait-useful&knob".
Enter new password:

If a password that does not match the policy is entered, it will be rejected with a warning and the user will have an opportunity to try again, up to the configured number of retries.

Most password policies require passwords to expire after so many days. To set a password age time in FreeBSD, set passwordtime for the user’s login class in /etc/login.conf. The default login class contains an example:

#       :passwordtime=90d:\

So, to set an expiry of 90 days for this login class, remove the comment symbol (#), save the edit, and run cap_mkdb /etc/login.conf.

To set the expiration on individual users, pass an expiration date or the number of days to expiry and a username to pw:

# pw usermod -p 30-apr-2015 -n trhodes

As seen here, an expiration date is set in the form of day, month, and year. For more information, see pw(8).

14.2.5. Detecting Rootkits

A rootkit is any unauthorized software that attempts to gain root access to a system. Once installed, this malicious software will normally open up another avenue of entry for an attacker. Realistically, once a system has been compromised by a rootkit and an investigation has been performed, the system should be reinstalled from scratch. There is tremendous risk that even the most prudent security or systems engineer will miss something an attacker left behind.

A rootkit does do one thing useful for administrators: once detected, it is a sign that a compromise happened at some point. But, these types of applications tend to be very well hidden. This section demonstrates a tool that can be used to detect rootkits, security/rkhunter.

After installation of this package or port, the system may be checked using the following command. It will produce a lot of information and will require some manual pressing of ENTER:

# rkhunter -c

After the process completes, a status message will be printed to the screen. This message will include the amount of files checked, suspect files, possible rootkits, and more. During the check, some generic security warnings may be produced about hidden files, the OpenSSH protocol selection, and known vulnerable versions of installed software. These can be handled now or after a more detailed analysis has been performed.

Every administrator should know what is running on the systems they are responsible for. Third-party tools like rkhunter and sysutils/lsof, and native commands such as netstat and ps, can show a great deal of information on the system. Take notes on what is normal, ask questions when something seems out of place, and be paranoid. While preventing a compromise is ideal, detecting a compromise is a must.

14.2.6. Binary Verification

Verification of system files and binaries is important because it provides the system administration and security teams information about system changes. A software application that monitors the system for changes is called an Intrusion Detection System (IDS).

FreeBSD provides native support for a basic IDS system. While the nightly security emails will notify an administrator of changes, the information is stored locally and there is a chance that a malicious user could modify this information in order to hide their changes to the system. As such, it is recommended to create a separate set of binary signatures and store them on a read-only, root-owned directory or, preferably, on a removable USB disk or remote rsync server.

The built-in mtree utility can be used to generate a specification of the contents of a directory. A seed, or a numeric constant, is used to generate the specification and is required to check that the specification has not changed. This makes it possible to determine if a file or binary has been modified. Since the seed value is unknown by an attacker, faking or checking the checksum values of files will be difficult to impossible. The following example generates a set of SHA256 hashes, one for each system binary in /bin, and saves those values to a hidden file in root's home directory, /root/.bin_chksum_mtree:

# mtree -s 3483151339707503 -c -K cksum,sha256digest -p /bin > /root/.bin_chksum_mtree
# mtree: /bin checksum: 3427012225

The 3483151339707503 represents the seed. This value should be remembered, but not shared.

Viewing /root/.bin_cksum_mtree should yield output similar to the following:

#          user: root
#       machine: dreadnaught
#          tree: /bin
#          date: Mon Feb  3 10:19:53 2014

# .
/set type=file uid=0 gid=0 mode=0555 nlink=1 flags=none
.               type=dir mode=0755 nlink=2 size=1024 \
                time=1380277977.000000000
    \133        nlink=2 size=11704 time=1380277977.000000000 \
                cksum=484492447 \
                sha256digest=6207490fbdb5ed1904441fbfa941279055c3e24d3a4049aeb45094596400662a
    cat         size=12096 time=1380277975.000000000 cksum=3909216944 \
                sha256digest=65ea347b9418760b247ab10244f47a7ca2a569c9836d77f074e7a306900c1e69
    chflags     size=8168 time=1380277975.000000000 cksum=3949425175 \
                sha256digest=c99eb6fc1c92cac335c08be004a0a5b4c24a0c0ef3712017b12c89a978b2dac3
    chio        size=18520 time=1380277975.000000000 cksum=2208263309 \
                sha256digest=ddf7c8cb92a58750a675328345560d8cc7fe14fb3ccd3690c34954cbe69fc964
    chmod       size=8640 time=1380277975.000000000 cksum=2214429708 \
                sha256digest=a435972263bf814ad8df082c0752aa2a7bdd8b74ff01431ccbd52ed1e490bbe7

The machine’s hostname, the date and time the specification was created, and the name of the user who created the specification are included in this report. There is a checksum, size, time, and SHA256 digest for each binary in the directory.

To verify that the binary signatures have not changed, compare the current contents of the directory to the previously generated specification, and save the results to a file. This command requires the seed that was used to generate the original specification:

# mtree -s 3483151339707503 -p /bin < /root/.bin_chksum_mtree >> /root/.bin_chksum_output
# mtree: /bin checksum: 3427012225

This should produce the same checksum for /bin that was produced when the specification was created. If no changes have occurred to the binaries in this directory, the /root/.bin_chksum_output output file will be empty. To simulate a change, change the date on /bin/cat using touch and run the verification command again:

# touch /bin/cat
# mtree -s 3483151339707503 -p /bin < /root/.bin_chksum_mtree >> /root/.bin_chksum_output
# more /root/.bin_chksum_output
cat changed
	modification time expected Fri Sep 27 06:32:55 2013 found Mon Feb  3 10:28:43 2014

It is recommended to create specifications for the directories which contain binaries and configuration files, as well as any directories containing sensitive data. Typically, specifications are created for /bin, /sbin, /usr/bin, /usr/sbin, /usr/local/bin, /etc, and /usr/local/etc.

More advanced IDS systems exist, such as security/aide. In most cases, mtree provides the functionality administrators need. It is important to keep the seed value and the checksum output hidden from malicious users. More information about mtree can be found in mtree(8).

14.2.7. System Tuning for Security

In FreeBSD, many system features can be tuned using sysctl. A few of the security features which can be tuned to prevent Denial of Service (DoS) attacks will be covered in this section. More information about using sysctl, including how to temporarily change values and how to make the changes permanent after testing, can be found in “Tuning with sysctl(8)”.

Any time a setting is changed with sysctl, the chance to cause undesired harm is increased, affecting the availability of the system. All changes should be monitored and, if possible, tried on a testing system before being used on a production system.

By default, the FreeBSD kernel boots with a security level of -1. This is called "insecure mode" because immutable file flags may be turned off and all devices may be read from or written to. The security level will remain at -1 unless it is altered through sysctl or by a setting in the startup scripts. The security level may be increased during system startup by setting kern_securelevel_enable to YES in /etc/rc.conf, and the value of kern_securelevel to the desired security level. See security(7) and init(8) for more information on these settings and the available security levels.

Increasing the securelevel can break Xorg and cause other issues. Be prepared to do some debugging.

The net.inet.tcp.blackhole and net.inet.udp.blackhole settings can be used to drop incoming SYN packets on closed ports without sending a return RST response. The default behavior is to return an RST to show a port is closed. Changing the default provides some level of protection against ports scans, which are used to determine which applications are running on a system. Set net.inet.tcp.blackhole to 2 and net.inet.udp.blackhole to 1. Refer to blackhole(4) for more information about these settings.

The net.inet.icmp.drop_redirect and net.inet.ip.redirect settings help prevent against redirect attacks. A redirect attack is a type of DoS which sends mass numbers of ICMP type 5 packets. Since these packets are not required, set net.inet.icmp.drop_redirect to 1 and set net.inet.ip.redirect to 0.

Source routing is a method for detecting and accessing non-routable addresses on the internal network. This should be disabled as non-routable addresses are normally not routable on purpose. To disable this feature, set net.inet.ip.sourceroute and net.inet.ip.accept_sourceroute to 0.

When a machine on the network needs to send messages to all hosts on a subnet, an ICMP echo request message is sent to the broadcast address. However, there is no reason for an external host to perform such an action. To reject all external broadcast requests, set net.inet.icmp.bmcastecho to 0.

Some additional settings are documented in security(7).

14.3. One-time Passwords

By default, FreeBSD includes support for One-time Passwords In Everything (OPIE). OPIE is designed to prevent replay attacks, in which an attacker discovers a user’s password and uses it to access a system. Since a password is only used once in OPIE, a discovered password is of little use to an attacker. OPIE uses a secure hash and a challenge/response system to manage passwords. The FreeBSD implementation uses the MD5 hash by default.

OPIE uses three different types of passwords. The first is the usual UNIX® or Kerberos password. The second is the one-time password which is generated by opiekey. The third type of password is the "secret password" which is used to generate one-time passwords. The secret password has nothing to do with, and should be different from, the UNIX® password.

There are two other pieces of data that are important to OPIE. One is the "seed" or "key", consisting of two letters and five digits. The other is the "iteration count", a number between 1 and 100. OPIE creates the one-time password by concatenating the seed and the secret password, applying the MD5 hash as many times as specified by the iteration count, and turning the result into six short English words which represent the one-time password. The authentication system keeps track of the last one-time password used, and the user is authenticated if the hash of the user-provided password is equal to the previous password. Since a one-way hash is used, it is impossible to generate future one-time passwords if a successfully used password is captured. The iteration count is decremented after each successful login to keep the user and the login program in sync. When the iteration count gets down to 1, OPIE must be reinitialized.

There are a few programs involved in this process. A one-time password, or a consecutive list of one-time passwords, is generated by passing an iteration count, a seed, and a secret password to opiekey(1). In addition to initializing OPIE, opiepasswd(1) is used to change passwords, iteration counts, or seeds. The relevant credential files in /etc/opiekeys are examined by opieinfo(1) which prints out the invoking user’s current iteration count and seed.

This section describes four different sorts of operations. The first is how to set up one-time-passwords for the first time over a secure connection. The second is how to use opiepasswd over an insecure connection. The third is how to log in over an insecure connection. The fourth is how to generate a number of keys which can be written down or printed out to use at insecure locations.

14.3.1. Initializing OPIE

To initialize OPIE for the first time, run this command from a secure location:

% opiepasswd -c
Adding unfurl:
Only use this method from the console; NEVER from remote. If you are using
telnet, xterm, or a dial-in, type ^C now or exit with no password.
Then run opiepasswd without the -c parameter.
Using MD5 to compute responses.
Enter new secret pass phrase:
Again new secret pass phrase:

ID unfurl OTP key is 499 to4268
MOS MALL GOAT ARM AVID COED

The -c sets console mode which assumes that the command is being run from a secure location, such as a computer under the user’s control or an SSH session to a computer under the user’s control.

When prompted, enter the secret password which will be used to generate the one-time login keys. This password should be difficult to guess and should be different than the password which is associated with the user’s login account. It must be between 10 and 127 characters long. Remember this password.

The ID line lists the login name (unfurl), default iteration count (499), and default seed (to4268). When logging in, the system will remember these parameters and display them, meaning that they do not have to be memorized. The last line lists the generated one-time password which corresponds to those parameters and the secret password. At the next login, use this one-time password.

14.3.2. Insecure Connection Initialization

To initialize or change the secret password on an insecure system, a secure connection is needed to some place where opiekey can be run. This might be a shell prompt on a trusted machine. An iteration count is needed, where 100 is probably a good value, and the seed can either be specified or the randomly-generated one used. On the insecure connection, the machine being initialized, use opiepasswd(1):

% opiepasswd

Updating unfurl:
You need the response from an OTP generator.
Old secret pass phrase:
	otp-md5 498 to4268 ext
	Response: GAME GAG WELT OUT DOWN CHAT
New secret pass phrase:
	otp-md5 499 to4269
	Response: LINE PAP MILK NELL BUOY TROY

ID mark OTP key is 499 gr4269
LINE PAP MILK NELL BUOY TROY

To accept the default seed, press Return. Before entering an access password, move over to the secure connection and give it the same parameters:

% opiekey 498 to4268
Using the MD5 algorithm to compute response.
Reminder: Do not use opiekey from telnet or dial-in sessions.
Enter secret pass phrase:
GAME GAG WELT OUT DOWN CHAT

Switch back over to the insecure connection, and copy the generated one-time password over to the relevant program.

14.3.3. Generating a Single One-time Password

After initializing OPIE and logging in, a prompt like this will be displayed:

% telnet example.com
Trying 10.0.0.1...
Connected to example.com
Escape character is '^]'.

FreeBSD/i386 (example.com) (ttypa)

login: <username>
otp-md5 498 gr4269 ext
Password:

The OPIE prompts provides a useful feature. If Return is pressed at the password prompt, the prompt will turn echo on and display what is typed. This can be useful when attempting to type in a password by hand from a printout.

At this point, generate the one-time password to answer this login prompt. This must be done on a trusted system where it is safe to run opiekey(1). There are versions of this command for Windows®, Mac OS® and FreeBSD. This command needs the iteration count and the seed as command line options. Use cut-and-paste from the login prompt on the machine being logged in to.

On the trusted system:

% opiekey 498 to4268
Using the MD5 algorithm to compute response.
Reminder: Do not use opiekey from telnet or dial-in sessions.
Enter secret pass phrase:
GAME GAG WELT OUT DOWN CHAT

Once the one-time password is generated, continue to log in.

14.3.4. Generating Multiple One-time Passwords

Sometimes there is no access to a trusted machine or secure connection. In this case, it is possible to use opiekey(1) to generate a number of one-time passwords beforehand. For example:

% opiekey -n 5 30 zz99999
Using the MD5 algorithm to compute response.
Reminder: Do not use opiekey from telnet or dial-in sessions.
Enter secret pass phrase: <secret password>
26: JOAN BORE FOSS DES NAY QUIT
27: LATE BIAS SLAY FOLK MUCH TRIG
28: SALT TIN ANTI LOON NEAL USE
29: RIO ODIN GO BYE FURY TIC
30: GREW JIVE SAN GIRD BOIL PHI

The -n 5 requests five keys in sequence, and 30 specifies what the last iteration number should be. Note that these are printed out in reverse order of use. The really paranoid might want to write the results down by hand; otherwise, print the list. Each line shows both the iteration count and the one-time password. Scratch off the passwords as they are used.

14.3.5. Restricting Use of UNIX® Passwords

OPIE can restrict the use of UNIX® passwords based on the IP address of a login session. The relevant file is /etc/opieaccess, which is present by default. Refer to opieaccess(5) for more information on this file and which security considerations to be aware of when using it.

Here is a sample opieaccess:

permit 192.168.0.0 255.255.0.0

This line allows users whose IP source address (which is vulnerable to spoofing) matches the specified value and mask, to use UNIX® passwords at any time.

If no rules in opieaccess are matched, the default is to deny non-OPIE logins.

14.4. TCP Wrapper

TCP Wrapper is a host-based access control system which extends the abilities of “The inetd Super-Server”. It can be configured to provide logging support, return messages, and connection restrictions for the server daemons under the control of inetd. Refer to tcpd(8) for more information about TCP Wrapper and its features.

TCP Wrapper should not be considered a replacement for a properly configured firewall. Instead, TCP Wrapper should be used in conjunction with a firewall and other security enhancements in order to provide another layer of protection in the implementation of a security policy.

14.4.1. Initial Configuration

To enable TCP Wrapper in FreeBSD, add the following lines to /etc/rc.conf:

inetd_enable="YES"
inetd_flags="-Ww"

Then, properly configure /etc/hosts.allow.

Unlike other implementations of TCP Wrapper, the use of hosts.deny is deprecated in FreeBSD. All configuration options should be placed in /etc/hosts.allow.

In the simplest configuration, daemon connection policies are set to either permit or block, depending on the options in /etc/hosts.allow. The default configuration in FreeBSD is to allow all connections to the daemons started with inetd.

Basic configuration usually takes the form of daemon : address : action, where daemon is the daemon which inetd started, address is a valid hostname, IP address, or an IPv6 address enclosed in brackets ([ ]), and action is either allow or deny. TCP Wrapper uses a first rule match semantic, meaning that the configuration file is scanned from the beginning for a matching rule. When a match is found, the rule is applied and the search process stops.

For example, to allow POP3 connections via the mail/qpopper daemon, the following lines should be appended to hosts.allow:

# This line is required for POP3 connections:
qpopper : ALL : allow

Whenever this file is edited, restart inetd:

# service inetd restart

14.4.2. Advanced Configuration

TCP Wrapper provides advanced options to allow more control over the way connections are handled. In some cases, it may be appropriate to return a comment to certain hosts or daemon connections. In other cases, a log entry should be recorded or an email sent to the administrator. Other situations may require the use of a service for local connections only. This is all possible through the use of configuration options known as wildcards, expansion characters, and external command execution.

Suppose that a situation occurs where a connection should be denied yet a reason should be sent to the host who attempted to establish that connection. That action is possible with twist. When a connection attempt is made, twist executes a shell command or script. An example exists in hosts.allow:

# The rest of the daemons are protected.
ALL : ALL \
	: severity auth.info \
	: twist /bin/echo "You are not welcome to use %d from %h."

In this example, the message "You are not allowed to use daemon name from hostname." will be returned for any daemon not configured in hosts.allow. This is useful for sending a reply back to the connection initiator right after the established connection is dropped. Any message returned must be wrapped in quote (") characters.

It may be possible to launch a denial of service attack on the server if an attacker floods these daemons with connection requests.

Another possibility is to use spawn. Like twist, spawn implicitly denies the connection and may be used to run external shell commands or scripts. Unlike twist, spawn will not send a reply back to the host who established the connection. For example, consider the following configuration:

# We do not allow connections from example.com:
ALL : .example.com \
	: spawn (/bin/echo %a from %h attempted to access %d >> \
	  /var/log/connections.log) \
	: deny

This will deny all connection attempts from *.example.com and log the hostname, IP address, and the daemon to which access was attempted to /var/log/connections.log. This example uses the substitution characters %a and %h. Refer to hosts_access(5) for the complete list.

To match every instance of a daemon, domain, or IP address, use ALL. Another wildcard is PARANOID which may be used to match any host which provides an IP address that may be forged because the IP address differs from its resolved hostname. In this example, all connection requests to Sendmail which have an IP address that varies from its hostname will be denied:

# Block possibly spoofed requests to sendmail:
sendmail : PARANOID : deny

Using the PARANOID wildcard will result in denied connections if the client or server has a broken DNS setup.

To learn more about wildcards and their associated functionality, refer to hosts_access(5).

When adding new configuration lines, make sure that any unneeded entries for that daemon are commented out in hosts.allow.

14.5. Kerberos

Kerberos is a network authentication protocol which was originally created by the Massachusetts Institute of Technology (MIT) as a way to securely provide authentication across a potentially hostile network. The Kerberos protocol uses strong cryptography so that both a client and server can prove their identity without sending any unencrypted secrets over the network. Kerberos can be described as an identity-verifying proxy system and as a trusted third-party authentication system. After a user authenticates with Kerberos, their communications can be encrypted to assure privacy and data integrity.

The only function of Kerberos is to provide the secure authentication of users and servers on the network. It does not provide authorization or auditing functions. It is recommended that Kerberos be used with other security methods which provide authorization and audit services.

The current version of the protocol is version 5, described in RFC 4120. Several free implementations of this protocol are available, covering a wide range of operating systems. MIT continues to develop their Kerberos package. It is commonly used in the US as a cryptography product, and has historically been subject to US export regulations. In FreeBSD, MITKerberos is available as the security/krb5 package or port. The Heimdal Kerberos implementation was explicitly developed outside of the US to avoid export regulations. The Heimdal Kerberos distribution is included in the base FreeBSD installation, and another distribution with more configurable options is available as security/heimdal in the Ports Collection.

In Kerberos users and services are identified as "principals" which are contained within an administrative grouping, called a "realm". A typical user principal would be of the form user@REALM (realms are traditionally uppercase).

This section provides a guide on how to set up Kerberos using the Heimdal distribution included in FreeBSD.

For purposes of demonstrating a Kerberos installation, the name spaces will be as follows:

  • The DNS domain (zone) will be example.org.

  • The Kerberos realm will be EXAMPLE.ORG.

Use real domain names when setting up Kerberos, even if it will run internally. This avoids DNS problems and assures inter-operation with other Kerberos realms.

14.5.1. Setting up a Heimdal KDC

The Key Distribution Center (KDC) is the centralized authentication service that Kerberos provides, the "trusted third party" of the system. It is the computer that issues Kerberos tickets, which are used for clients to authenticate to servers. As the KDC is considered trusted by all other computers in the Kerberos realm, it has heightened security concerns. Direct access to the KDC should be limited.

While running a KDC requires few computing resources, a dedicated machine acting only as a KDC is recommended for security reasons.

To begin, install the security/heimdal package as follows:

# pkg install heimdal

Next, update /etc/rc.conf using sysrc as follows:

# sysrc kdc_enable=yes
# sysrc kadmind_enable=yes

Next, edit /etc/krb5.conf as follows:

[libdefaults]
    default_realm = EXAMPLE.ORG
[realms]
    EXAMPLE.ORG = {
	kdc = kerberos.example.org
	admin_server = kerberos.example.org
    }
[domain_realm]
    .example.org = EXAMPLE.ORG

In this example, the KDC will use the fully-qualified hostname kerberos.example.org. The hostname of the KDC must be resolvable in the DNS.

Kerberos can also use the DNS to locate KDCs, instead of a [realms] section in /etc/krb5.conf. For large organizations that have their own DNS servers, the above example could be trimmed to:

[libdefaults]
      default_realm = EXAMPLE.ORG
[domain_realm]
    .example.org = EXAMPLE.ORG

With the following lines being included in the example.org zone file:

_kerberos._udp      IN  SRV     01 00 88 kerberos.example.org.
_kerberos._tcp      IN  SRV     01 00 88 kerberos.example.org.
_kpasswd._udp       IN  SRV     01 00 464 kerberos.example.org.
_kerberos-adm._tcp  IN  SRV     01 00 749 kerberos.example.org.
_kerberos           IN  TXT     EXAMPLE.ORG

In order for clients to be able to find the Kerberos services, they must have either a fully configured /etc/krb5.conf or a minimally configured /etc/krb5.confand a properly configured DNS server.

Next, create the Kerberos database which contains the keys of all principals (users and hosts) encrypted with a master password. It is not required to remember this password as it will be stored in /var/heimdal/m-key; it would be reasonable to use a 45-character random password for this purpose. To create the master key, run kstash and enter a password:

# kstash
Master key: xxxxxxxxxxxxxxxxxxxxxxx
Verifying password - Master key: xxxxxxxxxxxxxxxxxxxxxxx

Once the master key has been created, the database should be initialized. The Kerberos administrative tool kadmin(8) can be used on the KDC in a mode that operates directly on the database, without using the kadmind(8) network service, as kadmin -l. This resolves the chicken-and-egg problem of trying to connect to the database before it is created. At the kadmin prompt, use init to create the realm’s initial database:

# kadmin -l
kadmin> init EXAMPLE.ORG
Realm max ticket life [unlimited]:

Lastly, while still in kadmin, create the first principal using add. Stick to the default options for the principal for now, as these can be changed later with modify. Type ? at the prompt to see the available options.

kadmin> add tillman
Max ticket life [unlimited]:
Max renewable life [unlimited]:
Principal expiration time [never]:
Password expiration time [never]:
Attributes []:
Password: xxxxxxxx
Verifying password - Password: xxxxxxxx

Next, start the KDC services by running:

# service kdc start
# service kadmind start

While there will not be any kerberized daemons running at this point, it is possible to confirm that the KDC is functioning by obtaining a ticket for the principal that was just created:

% kinit tillman
tillman@EXAMPLE.ORG's Password:

Confirm that a ticket was successfully obtained using klist:

% klist
Credentials cache: FILE:/tmp/krb5cc_1001
	Principal: tillman@EXAMPLE.ORG

  Issued                Expires               Principal
Aug 27 15:37:58 2013  Aug 28 01:37:58 2013  krbtgt/EXAMPLE.ORG@EXAMPLE.ORG

The temporary ticket can be destroyed when the test is finished:

% kdestroy

14.5.2. Configuring a Server to Use Kerberos

The first step in configuring a server to use Kerberos authentication is to ensure that it has the correct configuration in /etc/krb5.conf. The version from the KDC can be used as-is, or it can be regenerated on the new system.

Next, create /etc/krb5.keytab on the server. This is the main part of "Kerberizing" a service - it corresponds to generating a secret shared between the service and the KDC. The secret is a cryptographic key, stored in a "keytab". The keytab contains the server’s host key, which allows it and the KDC to verify each others' identity. It must be transmitted to the server in a secure fashion, as the security of the server can be broken if the key is made public. Typically, the keytab is generated on an administrator’s trusted machine using kadmin, then securely transferred to the server, e.g., with scp(1); it can also be created directly on the server if that is consistent with the desired security policy. It is very important that the keytab is transmitted to the server in a secure fashion: if the key is known by some other party, that party can impersonate any user to the server! Using kadmin on the server directly is convenient, because the entry for the host principal in the KDC database is also created using kadmin.

Of course, kadmin is a kerberized service; a Kerberos ticket is needed to authenticate to the network service, but to ensure that the user running kadmin is actually present (and their session has not been hijacked), kadmin will prompt for the password to get a fresh ticket. The principal authenticating to the kadmin service must be permitted to use the kadmin interface, as specified in /var/heimdal/kadmind.acl. See the section titled "Remote administration" in info heimdal for details on designing access control lists. Instead of enabling remote kadmin access, the administrator could securely connect to the KDC via the local console or ssh(1), and perform administration locally using kadmin -l.

After installing /etc/krb5.conf, use add --random-key in kadmin. This adds the server’s host principal to the database, but does not extract a copy of the host principal key to a keytab. To generate the keytab, use ext to extract the server’s host principal key to its own keytab:

# kadmin
kadmin> add --random-key host/myserver.example.org
Max ticket life [unlimited]:
Max renewable life [unlimited]:
Principal expiration time [never]:
Password expiration time [never]:
Attributes []:
kadmin> ext_keytab host/myserver.example.org
kadmin> exit

Note that ext_keytab stores the extracted key in /etc/krb5.keytab by default. This is good when being run on the server being kerberized, but the --keytab path/to/file argument should be used when the keytab is being extracted elsewhere:

# kadmin
kadmin> ext_keytab --keytab=/tmp/example.keytab host/myserver.example.org
kadmin> exit

The keytab can then be securely copied to the server using scp(1) or a removable media. Be sure to specify a non-default keytab name to avoid inserting unneeded keys into the system’s keytab.

At this point, the server can read encrypted messages from the KDC using its shared key, stored in krb5.keytab. It is now ready for the Kerberos-using services to be enabled. One of the most common such services is sshd(8), which supports Kerberos via the GSS-API. In /etc/ssh/sshd_config, add the line:

GSSAPIAuthentication yes

After making this change, sshd(8) must be restarted for the new configuration to take effect: service sshd restart.

14.5.3. Configuring a Client to Use Kerberos

As it was for the server, the client requires configuration in /etc/krb5.conf. Copy the file in place (securely) or re-enter it as needed.

Test the client by using kinit, klist, and kdestroy from the client to obtain, show, and then delete a ticket for an existing principal. Kerberos applications should also be able to connect to Kerberos enabled servers. If that does not work but obtaining a ticket does, the problem is likely with the server and not with the client or the KDC. In the case of kerberized ssh(1), GSS-API is disabled by default, so test using ssh -o GSSAPIAuthentication=yes hostname.

When testing a Kerberized application, try using a packet sniffer such as tcpdump to confirm that no sensitive information is sent in the clear.

Various Kerberos client applications are available. With the advent of a bridge so that applications using SASL for authentication can use GSS-API mechanisms as well, large classes of client applications can use Kerberos for authentication, from Jabber clients to IMAP clients.

Users within a realm typically have their Kerberos principal mapped to a local user account. Occasionally, one needs to grant access to a local user account to someone who does not have a matching Kerberos principal. For example, tillman@EXAMPLE.ORG may need access to the local user account webdevelopers. Other principals may also need access to that local account.

The .k5login and .k5users files, placed in a user’s home directory, can be used to solve this problem. For example, if the following .k5login is placed in the home directory of webdevelopers, both principals listed will have access to that account without requiring a shared password:

tillman@example.org
jdoe@example.org

Refer to ksu(1) for more information about .k5users.

14.5.4. MIT Differences

The major difference between the MIT and Heimdal implementations is that kadmin has a different, but equivalent, set of commands and uses a different protocol. If the KDC is MIT, the Heimdal version of kadmin cannot be used to administer the KDC remotely, and vice versa.

Client applications may also use slightly different command line options to accomplish the same tasks. Following the instructions at http://web.mit.edu/Kerberos/www/ is recommended. Be careful of path issues: the MIT port installs into /usr/local/ by default, and the FreeBSD system applications run instead of the MIT versions if PATH lists the system directories first.

When using MIT Kerberos as a KDC on FreeBSD, the following edits should also be made to rc.conf:

kdc_program="/usr/local/sbin/kdc"
kadmind_program="/usr/local/sbin/kadmind"
kdc_flags=""
kdc_enable="YES"
kadmind_enable="YES"

14.5.5. Kerberos Tips, Tricks, and Troubleshooting

When configuring and troubleshooting Kerberos, keep the following points in mind:

  • When using either Heimdal or MITKerberos from ports, ensure that the PATH lists the port’s versions of the client applications before the system versions.

  • If all the computers in the realm do not have synchronized time settings, authentication may fail. “Clock Synchronization with NTP” describes how to synchronize clocks using NTP.

  • If the hostname is changed, the host/ principal must be changed and the keytab updated. This also applies to special keytab entries like the HTTP/ principal used for Apache’s www/mod_auth_kerb.

  • All hosts in the realm must be both forward and reverse resolvable in DNS or, at a minimum, exist in /etc/hosts. CNAMEs will work, but the A and PTR records must be correct and in place. The error message for unresolvable hosts is not intuitive: Kerberos5 refuses authentication because Read req failed: Key table entry not found.

  • Some operating systems that act as clients to the KDC do not set the permissions for ksu to be setuid root. This means that ksu does not work. This is a permissions problem, not a KDC error.

  • With MITKerberos, to allow a principal to have a ticket life longer than the default lifetime of ten hours, use modify_principal at the kadmin(8) prompt to change the maxlife of both the principal in question and the krbtgt principal. The principal can then use kinit -l to request a ticket with a longer lifetime.

  • When running a packet sniffer on the KDC to aid in troubleshooting while running kinit from a workstation, the Ticket Granting Ticket (TGT) is sent immediately, even before the password is typed. This is because the Kerberos server freely transmits a TGT to any unauthorized request. However, every TGT is encrypted in a key derived from the user’s password. When a user types their password, it is not sent to the KDC, it is instead used to decrypt the TGT that kinit already obtained. If the decryption process results in a valid ticket with a valid time stamp, the user has valid Kerberos credentials. These credentials include a session key for establishing secure communications with the Kerberos server in the future, as well as the actual TGT, which is encrypted with the Kerberos server’s own key. This second layer of encryption allows the Kerberos server to verify the authenticity of each TGT.

  • Host principals can have a longer ticket lifetime. If the user principal has a lifetime of a week but the host being connected to has a lifetime of nine hours, the user cache will have an expired host principal and the ticket cache will not work as expected.

  • When setting up krb5.dict to prevent specific bad passwords from being used as described in kadmind(8), remember that it only applies to principals that have a password policy assigned to them. The format used in krb5.dict is one string per line. Creating a symbolic link to /usr/share/dict/words might be useful.

14.5.6. Mitigating Kerberos Limitations

Since Kerberos is an all or nothing approach, every service enabled on the network must either be modified to work with Kerberos or be otherwise secured against network attacks. This is to prevent user credentials from being stolen and re-used. An example is when Kerberos is enabled on all remote shells but the non-Kerberized POP3 mail server sends passwords in plain text.

The KDC is a single point of failure. By design, the KDC must be as secure as its master password database. The KDC should have absolutely no other services running on it and should be physically secure. The danger is high because Kerberos stores all passwords encrypted with the same master key which is stored as a file on the KDC.

A compromised master key is not quite as bad as one might fear. The master key is only used to encrypt the Kerberos database and as a seed for the random number generator. As long as access to the KDC is secure, an attacker cannot do much with the master key.

If the KDC is unavailable, network services are unusable as authentication cannot be performed. This can be alleviated with a single master KDC and one or more slaves, and with careful implementation of secondary or fall-back authentication using PAM.

Kerberos allows users, hosts and services to authenticate between themselves. It does not have a mechanism to authenticate the KDC to the users, hosts, or services. This means that a trojaned kinit could record all user names and passwords. File system integrity checking tools like security/tripwire can alleviate this.

14.6. OpenSSL

OpenSSL is an open source implementation of the SSL and TLS protocols. It provides an encryption transport layer on top of the normal communications layer, allowing it to be intertwined with many network applications and services.

The version of OpenSSL included in FreeBSD supports the Secure Sockets Layer 3.0 (SSLv3) and Transport Layer Security 1.0/1.1/1.2 (TLSv1/TLSv1.1/TLSv1.2) network security protocols and can be used as a general cryptographic library. In FreeBSD 12.0-RELEASE and above, OpenSSL also supports Transport Layer Security 1.3 (TLSv1.3).

OpenSSL is often used to encrypt authentication of mail clients and to secure web based transactions such as credit card payments. Some ports, such as www/apache24 and databases/postgresql11-server, include a compile option for building with OpenSSL. If selected, the port will add support using OpenSSL from the base system. To instead have the port compile against OpenSSL from the security/openssl port, add the following to /etc/make.conf:

DEFAULT_VERSIONS+= ssl=openssl

Another common use of OpenSSL is to provide certificates for use with software applications. Certificates can be used to verify the credentials of a company or individual. If a certificate has not been signed by an external Certificate Authority (CA), such as http://www.verisign.com, the application that uses the certificate will produce a warning. There is a cost associated with obtaining a signed certificate and using a signed certificate is not mandatory as certificates can be self-signed. However, using an external authority will prevent warnings and can put users at ease.

This section demonstrates how to create and use certificates on a FreeBSD system. Refer to “Configuring an LDAP Server” for an example of how to create a CA for signing one’s own certificates.

For more information about SSL, read the free OpenSSL Cookbook.

14.6.1. Generating Certificates

To generate a certificate that will be signed by an external CA, issue the following command and input the information requested at the prompts. This input information will be written to the certificate. At the Common Name prompt, input the fully qualified name for the system that will use the certificate. If this name does not match the server, the application verifying the certificate will issue a warning to the user, rendering the verification provided by the certificate as useless.

# openssl req -new -nodes -out req.pem -keyout cert.key -sha256 -newkey rsa:2048
Generating a 2048 bit RSA private key
..................+++
.............................................................+++
writing new private key to 'cert.key'
-----
You are about to be asked to enter information that will be incorporated
into your certificate request.
What you are about to enter is what is called a Distinguished Name or a DN.
There are quite a few fields but you can leave some blank
For some fields there will be a default value,
If you enter '.', the field will be left blank.
-----
Country Name (2 letter code) [AU]:US
State or Province Name (full name) [Some-State]:PA
Locality Name (eg, city) []:Pittsburgh
Organization Name (eg, company) [Internet Widgits Pty Ltd]:My Company
Organizational Unit Name (eg, section) []:Systems Administrator
Common Name (eg, YOUR name) []:localhost.example.org
Email Address []:trhodes@FreeBSD.org

Please enter the following 'extra' attributes
to be sent with your certificate request
A challenge password []:
An optional company name []:Another Name

Other options, such as the expire time and alternate encryption algorithms, are available when creating a certificate. A complete list of options is described in openssl(1).

This command will create two files in the current directory. The certificate request, req.pem, can be sent to a CA who will validate the entered credentials, sign the request, and return the signed certificate. The second file, cert.key, is the private key for the certificate and should be stored in a secure location. If this falls in the hands of others, it can be used to impersonate the user or the server.

Alternately, if a signature from a CA is not required, a self-signed certificate can be created. First, generate the RSA key:

# openssl genrsa -rand -genkey -out cert.key 2048
0 semi-random bytes loaded
Generating RSA private key, 2048 bit long modulus
.............................................+++
.................................................................................................................+++
e is 65537 (0x10001)

Use this key to create a self-signed certificate. Follow the usual prompts for creating a certificate:

# openssl req -new -x509 -days 365 -key cert.key -out cert.crt -sha256
You are about to be asked to enter information that will be incorporated
into your certificate request.
What you are about to enter is what is called a Distinguished Name or a DN.
There are quite a few fields but you can leave some blank
For some fields there will be a default value,
If you enter '.', the field will be left blank.
-----
Country Name (2 letter code) [AU]:US
State or Province Name (full name) [Some-State]:PA
Locality Name (eg, city) []:Pittsburgh
Organization Name (eg, company) [Internet Widgits Pty Ltd]:My Company
Organizational Unit Name (eg, section) []:Systems Administrator
Common Name (e.g. server FQDN or YOUR name) []:localhost.example.org
Email Address []:trhodes@FreeBSD.org

This will create two new files in the current directory: a private key file cert.key, and the certificate itself, cert.crt. These should be placed in a directory, preferably under /etc/ssl/, which is readable only by root. Permissions of 0700 are appropriate for these files and can be set using chmod.

14.6.2. Using Certificates

One use for a certificate is to encrypt connections to the Sendmail mail server in order to prevent the use of clear text authentication.

Some mail clients will display an error if the user has not installed a local copy of the certificate. Refer to the documentation included with the software for more information on certificate installation.

In FreeBSD 10.0-RELEASE and above, it is possible to create a self-signed certificate for Sendmail automatically. To enable this, add the following lines to /etc/rc.conf:

sendmail_enable="YES"
sendmail_cert_create="YES"
sendmail_cert_cn="localhost.example.org"

This will automatically create a self-signed certificate, /etc/mail/certs/host.cert, a signing key, /etc/mail/certs/host.key, and a CA certificate, /etc/mail/certs/cacert.pem. The certificate will use the Common Name specified in sendmail_cert_cn. After saving the edits, restart Sendmail:

# service sendmail restart

If all went well, there will be no error messages in /var/log/maillog. For a simple test, connect to the mail server’s listening port using telnet:

# telnet example.com 25
Trying 192.0.34.166...
Connected to example.com.
Escape character is '^]'.
220 example.com ESMTP Sendmail 8.14.7/8.14.7; Fri, 18 Apr 2014 11:50:32 -0400 (EDT)
ehlo example.com
250-example.com Hello example.com [192.0.34.166], pleased to meet you
250-ENHANCEDSTATUSCODES
250-PIPELINING
250-8BITMIME
250-SIZE
250-DSN
250-ETRN
250-AUTH LOGIN PLAIN
250-STARTTLS
250-DELIVERBY
250 HELP
quit
221 2.0.0 example.com closing connection
Connection closed by foreign host.

If the STARTTLS line appears in the output, everything is working correctly.

14.7. VPN over IPsec

Internet Protocol Security (IPsec) is a set of protocols which sit on top of the Internet Protocol (IP) layer. It allows two or more hosts to communicate in a secure manner by authenticating and encrypting each IP packet of a communication session. The FreeBSD IPsec network stack is based on the http://www.kame.net/ implementation and supports both IPv4 and IPv6 sessions.

IPsec is comprised of the following sub-protocols:

  • Encapsulated Security Payload (ESP): this protocol protects the IP packet data from third party interference by encrypting the contents using symmetric cryptography algorithms such as Blowfish and 3DES.

  • Authentication Header (AH): this protocol protects the IP packet header from third party interference and spoofing by computing a cryptographic checksum and hashing the IP packet header fields with a secure hashing function. This is then followed by an additional header that contains the hash, to allow the information in the packet to be authenticated.

  • IP Payload Compression Protocol (IPComp): this protocol tries to increase communication performance by compressing the IP payload in order to reduce the amount of data sent.

These protocols can either be used together or separately, depending on the environment.

IPsec supports two modes of operation. The first mode, Transport Mode, protects communications between two hosts. The second mode, Tunnel Mode, is used to build virtual tunnels, commonly known as Virtual Private Networks (VPNs). Consult ipsec(4) for detailed information on the IPsec subsystem in FreeBSD.

IPsec support is enabled by default on FreeBSD 11 and later. For previous versions of FreeBSD, add these options to a custom kernel configuration file and rebuild the kernel using the instructions in Configuring the FreeBSD Kernel:

options   IPSEC        IP security
device    crypto

If IPsec debugging support is desired, the following kernel option should also be added:

options   IPSEC_DEBUG  debug for IP security

This rest of this chapter demonstrates the process of setting up an IPsecVPN between a home network and a corporate network. In the example scenario:

  • Both sites are connected to the Internet through a gateway that is running FreeBSD.

  • The gateway on each network has at least one external IP address. In this example, the corporate LAN’s external IP address is 172.16.5.4 and the home LAN’s external IP address is 192.168.1.12.

  • The internal addresses of the two networks can be either public or private IP addresses. However, the address space must not collide. For example, both networks cannot use 192.168.1.x. In this example, the corporate LAN’s internal IP address is 10.246.38.1 and the home LAN’s internal IP address is 10.0.0.5.

14.7.1. Configuring a VPN on FreeBSD

To begin, security/ipsec-tools must be installed from the Ports Collection. This software provides a number of applications which support the configuration.

The next requirement is to create two gif(4) pseudo-devices which will be used to tunnel packets and allow both networks to communicate properly. As root, run the following commands, replacing internal and external with the real IP addresses of the internal and external interfaces of the two gateways:

# ifconfig gif0 create
# ifconfig gif0 internal1 internal2
# ifconfig gif0 tunnel external1 external2

Verify the setup on each gateway, using ifconfig. Here is the output from Gateway 1:

gif0: flags=8051 mtu 1280
tunnel inet 172.16.5.4 --> 192.168.1.12
inet6 fe80::2e0:81ff:fe02:5881%gif0 prefixlen 64 scopeid 0x6
inet 10.246.38.1 --> 10.0.0.5 netmask 0xffffff00

Here is the output from Gateway 2:

gif0: flags=8051 mtu 1280
tunnel inet 192.168.1.12 --> 172.16.5.4
inet 10.0.0.5 --> 10.246.38.1 netmask 0xffffff00
inet6 fe80::250:bfff:fe3a:c1f%gif0 prefixlen 64 scopeid 0x4

Once complete, both internal IP addresses should be reachable using ping(8):

priv-net# ping 10.0.0.5
PING 10.0.0.5 (10.0.0.5): 56 data bytes
64 bytes from 10.0.0.5: icmp_seq=0 ttl=64 time=42.786 ms
64 bytes from 10.0.0.5: icmp_seq=1 ttl=64 time=19.255 ms
64 bytes from 10.0.0.5: icmp_seq=2 ttl=64 time=20.440 ms
64 bytes from 10.0.0.5: icmp_seq=3 ttl=64 time=21.036 ms
--- 10.0.0.5 ping statistics ---
4 packets transmitted, 4 packets received, 0% packet loss
round-trip min/avg/max/stddev = 19.255/25.879/42.786/9.782 ms

corp-net# ping 10.246.38.1
PING 10.246.38.1 (10.246.38.1): 56 data bytes
64 bytes from 10.246.38.1: icmp_seq=0 ttl=64 time=28.106 ms
64 bytes from 10.246.38.1: icmp_seq=1 ttl=64 time=42.917 ms
64 bytes from 10.246.38.1: icmp_seq=2 ttl=64 time=127.525 ms
64 bytes from 10.246.38.1: icmp_seq=3 ttl=64 time=119.896 ms
64 bytes from 10.246.38.1: icmp_seq=4 ttl=64 time=154.524 ms
--- 10.246.38.1 ping statistics ---
5 packets transmitted, 5 packets received, 0% packet loss
round-trip min/avg/max/stddev = 28.106/94.594/154.524/49.814 ms

As expected, both sides have the ability to send and receive ICMP packets from the privately configured addresses. Next, both gateways must be told how to route packets in order to correctly send traffic from either network. The following commands will achieve this goal:

corp-net# route add 10.0.0.0 10.0.0.5 255.255.255.0
corp-net# route add net 10.0.0.0: gateway 10.0.0.5
priv-net# route add 10.246.38.0 10.246.38.1 255.255.255.0
priv-net# route add host 10.246.38.0: gateway 10.246.38.1

At this point, internal machines should be reachable from each gateway as well as from machines behind the gateways. Again, use ping(8) to confirm:

corp-net# ping 10.0.0.8
PING 10.0.0.8 (10.0.0.8): 56 data bytes
64 bytes from 10.0.0.8: icmp_seq=0 ttl=63 time=92.391 ms
64 bytes from 10.0.0.8: icmp_seq=1 ttl=63 time=21.870 ms
64 bytes from 10.0.0.8: icmp_seq=2 ttl=63 time=198.022 ms
64 bytes from 10.0.0.8: icmp_seq=3 ttl=63 time=22.241 ms
64 bytes from 10.0.0.8: icmp_seq=4 ttl=63 time=174.705 ms
--- 10.0.0.8 ping statistics ---
5 packets transmitted, 5 packets received, 0% packet loss
round-trip min/avg/max/stddev = 21.870/101.846/198.022/74.001 ms

priv-net# ping 10.246.38.107
PING 10.246.38.1 (10.246.38.107): 56 data bytes
64 bytes from 10.246.38.107: icmp_seq=0 ttl=64 time=53.491 ms
64 bytes from 10.246.38.107: icmp_seq=1 ttl=64 time=23.395 ms
64 bytes from 10.246.38.107: icmp_seq=2 ttl=64 time=23.865 ms
64 bytes from 10.246.38.107: icmp_seq=3 ttl=64 time=21.145 ms
64 bytes from 10.246.38.107: icmp_seq=4 ttl=64 time=36.708 ms
--- 10.246.38.107 ping statistics ---
5 packets transmitted, 5 packets received, 0% packet loss
round-trip min/avg/max/stddev = 21.145/31.721/53.491/12.179 ms

Setting up the tunnels is the easy part. Configuring a secure link is a more in depth process. The following configuration uses pre-shared (PSK) RSA keys. Other than the IP addresses, the /usr/local/etc/racoon/racoon.conf on both gateways will be identical and look similar to:

path    pre_shared_key  "/usr/local/etc/racoon/psk.txt"; #location of pre-shared key file
log     debug;	#log verbosity setting: set to 'notify' when testing and debugging is complete

padding	# options are not to be changed
{
        maximum_length  20;
        randomize       off;
        strict_check    off;
        exclusive_tail  off;
}

timer	# timing options. change as needed
{
        counter         5;
        interval        20 sec;
        persend         1;
#       natt_keepalive  15 sec;
        phase1          30 sec;
        phase2          15 sec;
}

listen	# address [port] that racoon will listen on
{
        isakmp          172.16.5.4 [500];
        isakmp_natt     172.16.5.4 [4500];
}

remote  192.168.1.12 [500]
{
        exchange_mode   main,aggressive;
        doi             ipsec_doi;
        situation       identity_only;
        my_identifier   address 172.16.5.4;
        peers_identifier        address 192.168.1.12;
        lifetime        time 8 hour;
        passive         off;
        proposal_check  obey;
#       nat_traversal   off;
        generate_policy off;

                        proposal {
                                encryption_algorithm    blowfish;
                                hash_algorithm          md5;
                                authentication_method   pre_shared_key;
                                lifetime time           30 sec;
                                dh_group                1;
                        }
}

sainfo  (address 10.246.38.0/24 any address 10.0.0.0/24 any)	# address $network/$netmask $type address $network/$netmask $type ( $type being any or esp)
{								# $network must be the two internal networks you are joining.
        pfs_group       1;
        lifetime        time    36000 sec;
        encryption_algorithm    blowfish,3des;
        authentication_algorithm        hmac_md5,hmac_sha1;
        compression_algorithm   deflate;
}

For descriptions of each available option, refer to the manual page for racoon.conf.

The Security Policy Database (SPD) needs to be configured so that FreeBSD and racoon are able to encrypt and decrypt network traffic between the hosts.

This can be achieved with a shell script, similar to the following, on the corporate gateway. This file will be used during system initialization and should be saved as /usr/local/etc/racoon/setkey.conf.

flush;
spdflush;
# To the home network
spdadd 10.246.38.0/24 10.0.0.0/24 any -P out ipsec esp/tunnel/172.16.5.4-192.168.1.12/use;
spdadd 10.0.0.0/24 10.246.38.0/24 any -P in ipsec esp/tunnel/192.168.1.12-172.16.5.4/use;

Once in place, racoon may be started on both gateways using the following command:

# /usr/local/sbin/racoon -F -f /usr/local/etc/racoon/racoon.conf -l /var/log/racoon.log

The output should be similar to the following:

corp-net# /usr/local/sbin/racoon -F -f /usr/local/etc/racoon/racoon.conf
Foreground mode.
2006-01-30 01:35:47: INFO: begin Identity Protection mode.
2006-01-30 01:35:48: INFO: received Vendor ID: KAME/racoon
2006-01-30 01:35:55: INFO: received Vendor ID: KAME/racoon
2006-01-30 01:36:04: INFO: ISAKMP-SA established 172.16.5.4[500]-192.168.1.12[500] spi:623b9b3bd2492452:7deab82d54ff704a
2006-01-30 01:36:05: INFO: initiate new phase 2 negotiation: 172.16.5.4[0]192.168.1.12[0]
2006-01-30 01:36:09: INFO: IPsec-SA established: ESP/Tunnel 192.168.1.12[0]->172.16.5.4[0] spi=28496098(0x1b2d0e2)
2006-01-30 01:36:09: INFO: IPsec-SA established: ESP/Tunnel 172.16.5.4[0]->192.168.1.12[0] spi=47784998(0x2d92426)
2006-01-30 01:36:13: INFO: respond new phase 2 negotiation: 172.16.5.4[0]192.168.1.12[0]
2006-01-30 01:36:18: INFO: IPsec-SA established: ESP/Tunnel 192.168.1.12[0]->172.16.5.4[0] spi=124397467(0x76a279b)
2006-01-30 01:36:18: INFO: IPsec-SA established: ESP/Tunnel 172.16.5.4[0]->192.168.1.12[0] spi=175852902(0xa7b4d66)

To ensure the tunnel is working properly, switch to another console and use tcpdump(1) to view network traffic using the following command. Replace em0 with the network interface card as required:

# tcpdump -i em0 host 172.16.5.4 and dst 192.168.1.12

Data similar to the following should appear on the console. If not, there is an issue and debugging the returned data will be required.

01:47:32.021683 IP corporatenetwork.com > 192.168.1.12.privatenetwork.com: ESP(spi=0x02acbf9f,seq=0xa)
01:47:33.022442 IP corporatenetwork.com > 192.168.1.12.privatenetwork.com: ESP(spi=0x02acbf9f,seq=0xb)
01:47:34.024218 IP corporatenetwork.com > 192.168.1.12.privatenetwork.com: ESP(spi=0x02acbf9f,seq=0xc)

At this point, both networks should be available and seem to be part of the same network. Most likely both networks are protected by a firewall. To allow traffic to flow between them, rules need to be added to pass packets. For the ipfw(8) firewall, add the following lines to the firewall configuration file:

ipfw add 00201 allow log esp from any to any
ipfw add 00202 allow log ah from any to any
ipfw add 00203 allow log ipencap from any to any
ipfw add 00204 allow log udp from any 500 to any

The rule numbers may need to be altered depending on the current host configuration.

For users of pf(4) or ipf(8), the following rules should do the trick:

pass in quick proto esp from any to any
pass in quick proto ah from any to any
pass in quick proto ipencap from any to any
pass in quick proto udp from any port = 500 to any port = 500
pass in quick on gif0 from any to any
pass out quick proto esp from any to any
pass out quick proto ah from any to any
pass out quick proto ipencap from any to any
pass out quick proto udp from any port = 500 to any port = 500
pass out quick on gif0 from any to any

Finally, to allow the machine to start support for the VPN during system initialization, add the following lines to /etc/rc.conf:

ipsec_enable="YES"
ipsec_program="/usr/local/sbin/setkey"
ipsec_file="/usr/local/etc/racoon/setkey.conf" # allows setting up spd policies on boot
racoon_enable="yes"

14.8. OpenSSH

OpenSSH is a set of network connectivity tools used to provide secure access to remote machines. Additionally, TCP/IP connections can be tunneled or forwarded securely through SSH connections. OpenSSH encrypts all traffic to effectively eliminate eavesdropping, connection hijacking, and other network-level attacks.

OpenSSH is maintained by the OpenBSD project and is installed by default in FreeBSD. It is compatible with both SSH version 1 and 2 protocols.

When data is sent over the network in an unencrypted form, network sniffers anywhere in between the client and server can steal user/password information or data transferred during the session. OpenSSH offers a variety of authentication and encryption methods to prevent this from happening. More information about OpenSSH is available from http://www.openssh.com/.

This section provides an overview of the built-in client utilities to securely access other systems and securely transfer files from a FreeBSD system. It then describes how to configure a SSH server on a FreeBSD system. More information is available in the man pages mentioned in this chapter.

14.8.1. Using the SSH Client Utilities

To log into a SSH server, use ssh and specify a username that exists on that server and the IP address or hostname of the server. If this is the first time a connection has been made to the specified server, the user will be prompted to first verify the server’s fingerprint:

# ssh user@example.com
The authenticity of host 'example.com (10.0.0.1)' can't be established.
ECDSA key fingerprint is 25:cc:73:b5:b3:96:75:3d:56:19:49:d2:5c:1f:91:3b.
Are you sure you want to continue connecting (yes/no)? yes
Permanently added 'example.com' (ECDSA) to the list of known hosts.
Password for user@example.com: user_password

SSH utilizes a key fingerprint system to verify the authenticity of the server when the client connects. When the user accepts the key’s fingerprint by typing yes when connecting for the first time, a copy of the key is saved to .ssh/known_hosts in the user’s home directory. Future attempts to login are verified against the saved key and ssh will display an alert if the server’s key does not match the saved key. If this occurs, the user should first verify why the key has changed before continuing with the connection.

By default, recent versions of OpenSSH only accept SSHv2 connections. By default, the client will use version 2 if possible and will fall back to version 1 if the server does not support version 2. To force ssh to only use the specified protocol, include -1 or -2. Additional options are described in ssh(1).

Use scp(1) to securely copy a file to or from a remote machine. This example copies COPYRIGHT on the remote system to a file of the same name in the current directory of the local system:

# scp user@example.com:/COPYRIGHT COPYRIGHT
Password for user@example.com: *******
COPYRIGHT            100% |*****************************|  4735
00:00
#

Since the fingerprint was already verified for this host, the server’s key is automatically checked before prompting for the user’s password.

The arguments passed to scp are similar to cp. The file or files to copy is the first argument and the destination to copy to is the second. Since the file is fetched over the network, one or more of the file arguments takes the form user@host:<path_to_remote_file>. Be aware when copying directories recursively that scp uses -r, whereas cp uses -R.

To open an interactive session for copying files, use sftp. Refer to sftp(1) for a list of available commands while in an sftp session.

14.8.1.1. Key-based Authentication

Instead of using passwords, a client can be configured to connect to the remote machine using keys. To generate RSA authentication keys, use ssh-keygen. To generate a public and private key pair, specify the type of key and follow the prompts. It is recommended to protect the keys with a memorable, but hard to guess passphrase.

% ssh-keygen -t rsa
Generating public/private rsa key pair.
Enter file in which to save the key (/home/user/.ssh/id_rsa):
Enter passphrase (empty for no passphrase):  (1)
Enter same passphrase again:                 (2)
Your identification has been saved in /home/user/.ssh/id_rsa.
Your public key has been saved in /home/user/.ssh/id_rsa.pub.
The key fingerprint is:
SHA256:54Xm9Uvtv6H4NOo6yjP/YCfODryvUU7yWHzMqeXwhq8 user@host.example.com
The key's randomart image is:
+---[RSA 2048]----+
|                 |
|                 |
|                 |
|        . o..    |
|       .S*+*o    |
|      . O=Oo . . |
|       = Oo= oo..|
|      .oB.* +.oo.|
|       =OE**.o..=|
+----[SHA256]-----+
1Type a passphrase here. It can contain spaces and symbols.
2Retype the passphrase to verify it.

The private key is stored in ~/.ssh/id_rsa and the public key is stored in ~/.ssh/id_rsa.pub. The public key must be copied to ~/.ssh/authorized_keys on the remote machine for key-based authentication to work.

Many users believe that keys are secure by design and will use a key without a passphrase. This is dangerous behavior. An administrator can verify that a key pair is protected by a passphrase by viewing the private key manually. If the private key file contains the word ENCRYPTED, the key owner is using a passphrase. In addition, to better secure end users, from may be placed in the public key file. For example, adding from="192.168.10.5" in front of the ssh-rsa prefix will only allow that specific user to log in from that IP address.

The options and files vary with different versions of OpenSSH. To avoid problems, consult ssh-keygen(1).

If a passphrase is used, the user is prompted for the passphrase each time a connection is made to the server. To load SSH keys into memory and remove the need to type the passphrase each time, use ssh-agent(1) and ssh-add(1).

Authentication is handled by ssh-agent, using the private keys that are loaded into it. ssh-agent can be used to launch another application like a shell or a window manager.

To use ssh-agent in a shell, start it with a shell as an argument. Add the identity by running ssh-add and entering the passphrase for the private key. The user will then be able to ssh to any host that has the corresponding public key installed. For example:

% ssh-agent csh
% ssh-add
Enter passphrase for key '/usr/home/user/.ssh/id_rsa':  (1)
Identity added: /usr/home/user/.ssh/id_rsa (/usr/home/user/.ssh/id_rsa)
%
1Enter the passphrase for the key.

To use ssh-agent in Xorg, add an entry for it in ~/.xinitrc. This provides the ssh-agent services to all programs launched in Xorg. An example ~/.xinitrc might look like this:

exec ssh-agent startxfce4

This launches ssh-agent, which in turn launches XFCE, every time Xorg starts. Once Xorg has been restarted so that the changes can take effect, run ssh-add to load all of the SSH keys.

14.8.1.2. SSH Tunneling

OpenSSH has the ability to create a tunnel to encapsulate another protocol in an encrypted session.

The following command tells ssh to create a tunnel for telnet:

% ssh -2 -N -f -L 5023:localhost:23 user@foo.example.com
%

This example uses the following options:

-2

Forces ssh to use version 2 to connect to the server.

-N

Indicates no command, or tunnel only. If omitted, ssh initiates a normal session.

-f

Forces ssh to run in the background.

-L

Indicates a local tunnel in localport:remotehost:remoteport format.

user@foo.example.com

The login name to use on the specified remote SSH server.

An SSH tunnel works by creating a listen socket on localhost on the specified localport. It then forwards any connections received on localport via the SSH connection to the specified remotehost:remoteport. In the example, port 5023 on the client is forwarded to port 23 on the remote machine. Since port 23 is used by telnet, this creates an encrypted telnet session through an SSH tunnel.

This method can be used to wrap any number of insecure TCP protocols such as SMTP, POP3, and FTP, as seen in the following examples.

Example 29. Create a Secure Tunnel for SMTP
% ssh -2 -N -f -L 5025:localhost:25 user@mailserver.example.com
user@mailserver.example.com's password: *****
% telnet localhost 5025
Trying 127.0.0.1...
Connected to localhost.
Escape character is '^]'.
220 mailserver.example.com ESMTP

This can be used in conjunction with ssh-keygen and additional user accounts to create a more seamless SSH tunneling environment. Keys can be used in place of typing a password, and the tunnels can be run as a separate user.

Example 30. Secure Access of a POP3 Server

In this example, there is an SSH server that accepts connections from the outside. On the same network resides a mail server running a POP3 server. To check email in a secure manner, create an SSH connection to the SSH server and tunnel through to the mail server:

% ssh -2 -N -f -L 2110:mail.example.com:110 user@ssh-server.example.com
user@ssh-server.example.com's password: ******

Once the tunnel is up and running, point the email client to send POP3 requests to localhost on port 2110. This connection will be forwarded securely across the tunnel to mail.example.com.

Example 31. Bypassing a Firewall

Some firewalls filter both incoming and outgoing connections. For example, a firewall might limit access from remote machines to ports 22 and 80 to only allow SSH and web surfing. This prevents access to any other service which uses a port other than 22 or 80.

The solution is to create an SSH connection to a machine outside of the network’s firewall and use it to tunnel to the desired service:

% ssh -2 -N -f -L 8888:music.example.com:8000 user@unfirewalled-system.example.org
user@unfirewalled-system.example.org's password: *******

In this example, a streaming Ogg Vorbis client can now be pointed to localhost port 8888, which will be forwarded over to music.example.com on port 8000, successfully bypassing the firewall.

14.8.2. Enabling the SSH Server

In addition to providing built-in SSH client utilities, a FreeBSD system can be configured as an SSH server, accepting connections from other SSH clients.

To see if sshd is operating, use the service(8) command:

# service sshd status

If the service is not running, add the following line to /etc/rc.conf.

sshd_enable="YES"

This will start sshd, the daemon program for OpenSSH, the next time the system boots. To start it now:

# service sshd start

The first time sshd starts on a FreeBSD system, the system’s host keys will be automatically created and the fingerprint will be displayed on the console. Provide users with the fingerprint so that they can verify it the first time they connect to the server.

Refer to sshd(8) for the list of available options when starting sshd and a more complete discussion about authentication, the login process, and the various configuration files.

At this point, the sshd should be available to all users with a username and password on the system.

14.8.3. SSH Server Security

While sshd is the most widely used remote administration facility for FreeBSD, brute force and drive by attacks are common to any system exposed to public networks. Several additional parameters are available to prevent the success of these attacks and will be described in this section.

It is a good idea to limit which users can log into the SSH server and from where using the AllowUsers keyword in the OpenSSH server configuration file. For example, to only allow root to log in from 192.168.1.32, add this line to /etc/ssh/sshd_config:

AllowUsers root@192.168.1.32

To allow admin to log in from anywhere, list that user without specifying an IP address:

AllowUsers admin

Multiple users should be listed on the same line, like so:

AllowUsers root@192.168.1.32 admin

After making changes to /etc/ssh/sshd_config, tell sshd to reload its configuration file by running:

# service sshd reload

When this keyword is used, it is important to list each user that needs to log into this machine. Any user that is not specified in that line will be locked out. Also, the keywords used in the OpenSSH server configuration file are case-sensitive. If the keyword is not spelled correctly, including its case, it will be ignored. Always test changes to this file to make sure that the edits are working as expected. Refer to sshd_config(5) to verify the spelling and use of the available keywords.

In addition, users may be forced to use two factor authentication via the use of a public and private key. When required, the user may generate a key pair through the use of ssh-keygen(1) and send the administrator the public key. This key file will be placed in the authorized_keys as described above in the client section. To force the users to use keys only, the following option may be configured:

AuthenticationMethods publickey

Do not confuse /etc/ssh/sshd_config with /etc/ssh/ssh_config (note the extra d in the first filename). The first file configures the server and the second file configures the client. Refer to ssh_config(5) for a listing of the available client settings.

14.9. Access Control Lists

Access Control Lists (ACLs) extend the standard UNIX® permission model in a POSIX®.1e compatible way. This permits an administrator to take advantage of a more fine-grained permissions model.

The FreeBSD GENERIC kernel provides ACL support for UFS file systems. Users who prefer to compile a custom kernel must include the following option in their custom kernel configuration file:

options UFS_ACL

If this option is not compiled in, a warning message will be displayed when attempting to mount a file system with ACL support. ACLs rely on extended attributes which are natively supported in UFS2.

This chapter describes how to enable ACL support and provides some usage examples.

14.9.1. Enabling ACL Support

ACLs are enabled by the mount-time administrative flag, acls, which may be added to /etc/fstab. The mount-time flag can also be automatically set in a persistent manner using tunefs(8) to modify a superblock ACLs flag in the file system header. In general, it is preferred to use the superblock flag for several reasons:

  • The superblock flag cannot be changed by a remount using mount -u as it requires a complete umount and fresh mount. This means that ACLs cannot be enabled on the root file system after boot. It also means that ACL support on a file system cannot be changed while the system is in use.

  • Setting the superblock flag causes the file system to always be mounted with ACLs enabled, even if there is not an fstab entry or if the devices re-order. This prevents accidental mounting of the file system without ACL support.

It is desirable to discourage accidental mounting without ACLs enabled because nasty things can happen if ACLs are enabled, then disabled, then re-enabled without flushing the extended attributes. In general, once ACLs are enabled on a file system, they should not be disabled, as the resulting file protections may not be compatible with those intended by the users of the system, and re-enabling ACLs may re-attach the previous ACLs to files that have since had their permissions changed, resulting in unpredictable behavior.

File systems with ACLs enabled will show a plus (+) sign in their permission settings:

drwx------  2 robert  robert  512 Dec 27 11:54 private
drwxrwx---+ 2 robert  robert  512 Dec 23 10:57 directory1
drwxrwx---+ 2 robert  robert  512 Dec 22 10:20 directory2
drwxrwx---+ 2 robert  robert  512 Dec 27 11:57 directory3
drwxr-xr-x  2 robert  robert  512 Nov 10 11:54 public_html

In this example, directory1, directory2, and directory3 are all taking advantage of ACLs, whereas private and public_html are not.

14.9.2. Using ACLs

File system ACLs can be viewed using getfacl. For instance, to view the ACL settings on test:

% getfacl test
	#file:test
	#owner:1001
	#group:1001
	user::rw-
	group::r--
	other::r--

To change the ACL settings on this file, use setfacl. To remove all of the currently defined ACLs from a file or file system, include -k. However, the preferred method is to use -b as it leaves the basic fields required for ACLs to work.

% setfacl -k test

To modify the default ACL entries, use -m:

% setfacl -m u:trhodes:rwx,group:web:r--,o::--- test

In this example, there were no pre-defined entries, as they were removed by the previous command. This command restores the default options and assigns the options listed. If a user or group is added which does not exist on the system, an Invalid argument error will be displayed.

Refer to getfacl(1) and setfacl(1) for more information about the options available for these commands.

14.10. Monitoring Third Party Security Issues

In recent years, the security world has made many improvements to how vulnerability assessment is handled. The threat of system intrusion increases as third party utilities are installed and configured for virtually any operating system available today.

Vulnerability assessment is a key factor in security. While FreeBSD releases advisories for the base system, doing so for every third party utility is beyond the FreeBSD Project’s capability. There is a way to mitigate third party vulnerabilities and warn administrators of known security issues. A FreeBSD add on utility known as pkg includes options explicitly for this purpose.

pkg polls a database for security issues. The database is updated and maintained by the FreeBSD Security Team and ports developers.

Please refer to instructions for installing pkg.

Installation provides periodic(8) configuration files for maintaining the pkg audit database, and provides a programmatic method of keeping it updated. This functionality is enabled if daily_status_security_pkgaudit_enable is set to YES in periodic.conf(5). Ensure that daily security run emails, which are sent to root's email account, are being read.

After installation, and to audit third party utilities as part of the Ports Collection at any time, an administrator may choose to update the database and view known vulnerabilities of installed packages by invoking:

# pkg audit -F

pkg displays messages any published vulnerabilities in installed packages:

Affected package: cups-base-1.1.22.0_1
Type of problem: cups-base -- HPGL buffer overflow vulnerability.
Reference: <https://www.FreeBSD.org/ports/portaudit/40a3bca2-6809-11d9-a9e7-0001020eed82.html>

1 problem(s) in your installed packages found.

You are advised to update or deinstall the affected package(s) immediately.

By pointing a web browser to the displayed URL, an administrator may obtain more information about the vulnerability. This will include the versions affected, by FreeBSD port version, along with other web sites which may contain security advisories.

pkg is a powerful utility and is extremely useful when coupled with ports-mgmt/portmaster.

14.11. FreeBSD Security Advisories

Like many producers of quality operating systems, the FreeBSD Project has a security team which is responsible for determining the End-of-Life (EoL) date for each FreeBSD release and to provide security updates for supported releases which have not yet reached their EoL. More information about the FreeBSD security team and the supported releases is available on the FreeBSD security page.

One task of the security team is to respond to reported security vulnerabilities in the FreeBSD operating system. Once a vulnerability is confirmed, the security team verifies the steps necessary to fix the vulnerability and updates the source code with the fix. It then publishes the details as a "Security Advisory". Security advisories are published on the FreeBSD website and mailed to the FreeBSD security notifications mailing list, FreeBSD security mailing list, and FreeBSD announcements mailing list mailing lists.

This section describes the format of a FreeBSD security advisory.

14.11.1. Format of a Security Advisory

Here is an example of a FreeBSD security advisory:

=============================================================================
-----BEGIN PGP SIGNED MESSAGE-----
Hash: SHA512

=============================================================================
FreeBSD-SA-14:04.bind                                       Security Advisory
                                                          The FreeBSD Project

Topic:          BIND remote denial of service vulnerability

Category:       contrib
Module:         bind
Announced:      2014-01-14
Credits:        ISC
Affects:        FreeBSD 8.x and FreeBSD 9.x
Corrected:      2014-01-14 19:38:37 UTC (stable/9, 9.2-STABLE)
                2014-01-14 19:42:28 UTC (releng/9.2, 9.2-RELEASE-p3)
                2014-01-14 19:42:28 UTC (releng/9.1, 9.1-RELEASE-p10)
                2014-01-14 19:38:37 UTC (stable/8, 8.4-STABLE)
                2014-01-14 19:42:28 UTC (releng/8.4, 8.4-RELEASE-p7)
                2014-01-14 19:42:28 UTC (releng/8.3, 8.3-RELEASE-p14)
CVE Name:       CVE-2014-0591

For general information regarding FreeBSD Security Advisories,
including descriptions of the fields above, security branches, and the
following sections, please visit <URL:http://security.FreeBSD.org/>.

I.   Background

BIND 9 is an implementation of the Domain Name System (DNS) protocols.
The named(8) daemon is an Internet Domain Name Server.

II.  Problem Description

Because of a defect in handling queries for NSEC3-signed zones, BIND can
crash with an "INSIST" failure in name.c when processing queries possessing
certain properties.  This issue only affects authoritative nameservers with
at least one NSEC3-signed zone.  Recursive-only servers are not at risk.

III. Impact

An attacker who can send a specially crafted query could cause named(8)
to crash, resulting in a denial of service.

IV.  Workaround

No workaround is available, but systems not run