path: root/install.org

# Created 2024-03-06 Wed 13:12
#+title: Carbs Linux Installation Guide
#+author: Cem Keylan
These are the step-by-step instructions for installing Carbs Linux. It can be
acquired as plain-text to be viewed offline with a pager from
[[https://carbslinux.org/install.txt]].

#+begin_src sh
  curl -sL https://carbslinux.org/install.txt | less
#+end_src

#+toc: headlines 3 local
* Preparing Environment
To install Carbs Linux, you will need a Live Linux ISO. For that purpose, you
can obtain a Gentoo or Void Linux live image. You can follow their instructions
to boot and setup your network.

You will need the following programs in order to install Carbs Linux:

- tar
- wget
- xz
- some form of base utilities (coreutils, sbase, busybox, etc.)

Rest of these instructions will assume that you have set all of these up, and
will continue on that point.

** Download
First, we need to download the rootfs tarball. You can do the following in order
to obtain the rootfs. If you are using an i686 machine, replace the =x86_64=
with =i686=. We are setting this in a URL variable so that we don't have to
write it every time.

#+begin_src sh
  URL=https://dl.carbslinux.org/releases/x86_64
  wget $URL/carbs-rootfs.tar.xz.sha256
  sha256sum -c carbs-rootfs.tar.xz.sha256
#+end_src

** Signature verification
It is highly recommended to verify the signature of the tarball. You will need
the OpenBSD tool =signify(1)= for this. Many distributions provide a package for
it, if you are using a Carbs Linux host, you can also install the package
=otools= which provides =signify=. Download the signature first.

#+begin_src sh
  wget $URL/carbs-rootfs.tar.xz.sig
#+end_src

The signature file should say something similar to

#+results: 
: untrusted comment: verify with carbslinux-2023.02.pub
: RWTe38zmx+iyuKEL5T84MJ5Y24jqenkTtQLJxbaMzOBS/NkGVl5J+Vn2B6vTV/gJK7LYBPS+IOXV5sEf+YLGCMcBYAGHCcP4xQ8=


Grab the key (which probably should be the latest one) that is written on the
file from [[https://dl.carbslinux.org/keys/]] so you can verify the signature. The
latest Signify public key is also available on the [[https://git.carbslinux.org/repository][package repository]], so you can
check the validity of the public key from multiple locations, or just copy paste
that portion to a file and use that instead.

#+begin_src sh
  PUBKEY=carbslinux-2023.02.pub
  wget https://dl.carbslinux.org/keys/$PUBKEY
#+end_src

You can now verify the distribution tarball with signify.

#+begin_src sh
  signify -V -m carbs-rootfs.tar.xz -p $PUBKEY
#+end_src

If everything went alright, this should output:

#+begin_example
  Signature Verified
#+end_example

** Extracting the tarball
You will need to extract the tarball to your desired location. For partitioning,
you can follow [[https://wiki.archlinux.org/index.php/Partitioning][this guide]]. This will assume that you will be mounting your root
partition to =/mnt=.

#+begin_src sh
  mount /dev/sdx1 /mnt
  tar xf carbs-rootfs.tar.xz -C /mnt
#+end_src

* Chroot
Chroot into Carbs Linux by running the chroot helper inside the rootfs!

#+begin_src sh
  /mnt/bin/cpt-chroot /mnt
#+end_src

** Setting up repositories
Newest tarballs do not come with repositories, so you will need to manually
obtain them, and set your =CPT_PATH= environment variable. Carbs Linux
repositories can either be obtained by =git= or =rsync=. While rsync
repositories are overall faster and smaller, git offers the whole history of the
repository and a means to manipulate your repository as you like it. If you want
to obtain the git repository, you will need to install =git= itself.

The following guide will assume that you put the repositories into =~/repos/=
directory, but you can put the repositories into any directory you want. So go
ahead and create that directory:

#+begin_src sh
  mkdir -p $HOME/repos
#+end_src

*** Obtaining from git

Carbs Linux git repositories can be found both from the main server and GitHub
(mirror). Here are both their repository links. You can clone any of them.

- https://git.carbslinux.org/repository
- https://git.sr.ht/~carbslinux/repository

#+begin_src sh
  git clone git://git.carbslinux.org/repository $HOME/repos/carbs
#+end_src

*** Obtaining from rsync

Carbs Linux rsync repositories live in rsync://carbslinux.org/repo. In
order to obtain it, run the following:

#+begin_src sh
  rsync -avc rsync://vaylin.carbslinux.org/repo $HOME/repos/carbs
#+end_src

*** Making the package manager use the repositories

In your shell's configuration file, or in your =~/.profile= file, add the
following lines:

#+begin_src sh
  CPT_PATH=$HOME/repos/carbs/core
  CPT_PATH=$CPT_PATH:$HOME/repos/carbs/extra
  CPT_PATH=$CPT_PATH:$HOME/repos/carbs/wayland
  CPT_PATH=$CPT_PATH:$HOME/repos/carbs/community
  export CPT_PATH
#+end_src

** Updating packages
It is good practice to make sure your system is up to date, especially before
building new packages. If there is an update for the package manager you will
need to update twice.

#+begin_src sh
  cpt-update && cpt-update
#+end_src

** Installing packages
Since you are operating on a really small base, you might need to build and
install new programs to extend the functionality of your system. In order to
build and install packages new packages in Carbs, you need to execute the
following. "Package" is not actually a package and is given as an example.

#+begin_src sh
  cpt-build   package
  cpt-install package
#+end_src

** Essential Software
Here is a small list of software that you might want to have on your system as
you are setting up. You might want to check the *Software* section in the full
documentation to learn more about other packaged software.

*BOOTLOADERS*

- efibootmgr
- grub

*FILESYSTEMS*

- e2fsprogs
- dosfstools
- ntfs-3g

*NETWORKING*

- dhcpcd
- wpa_supplicant

*TEXT EDITORS*

- nano
- vim

*DOCUMENTATION*

- carbs-docs
- man-pages
- man-pages-posix

** Obtaining the documentation
All the documentation for Carbs Linux can be found on a single info manual to be
viewed offline. You can obtain either =texinfo= or the =info= packages in order
to view the documentation.

#+begin_src sh
  # Install the documentation.
  cpt b carbs-docs && cpt i carbs-docs

  # Install either texinfo or the info package. We will be installing standalone info
  # as it doesn't need perl.
  cpt b info && cpt i info

  # You can then run info and navigate through the documentation.
  info carbslinux
#+end_src

* System Configuration
After you have finished installing some extra packages, you can configure your
system to your liking.

** Configuring hostname
You might want to add a hostname, especially in a networked environment. Your
hostname will default to 'carbslinux' unless you set this.

#+begin_src sh
  echo your-hostname > /etc/hostname
#+end_src

** Hosts file
You can edit your /etc/hosts file, which is the static lookup table for host
names. By default, there are two entries for localhost which are OKAY. You can
replace the 'localhost' part of these entries to your hostname.

#+begin_example
  127.0.0.1  localhost.localdomain localhost
  ::1        localhost.localdomain localhost ip6-localhost
#+end_example

** Creating a user
Creating a new user is not strictly necessary, but it is highly recommended.
Especially for building packages, it is the safest option to create an
unprivileged user and using =doas= for doing operations that require =root=
privileges. The code block below describes how to create a user (named =foo=),
add them to the wheel group, and to give doas permissions to the wheel group

#+begin_src sh
  # Create the new user
  adduser foo

  # Add the user to the wheel group
  addgroup foo wheel

  # Give root permission to the wheel group using doas
  echo permit persist :wheel >> /etc/doas.conf
#+end_src

You are also advised to take a look at the doas configuration file and the
manual page of doas.

After you are finished you can switch to the new user by running

#+begin_src sh
  su foo
#+end_src

* Kernel
Kernel isn't managed under the main repositories, even though you could package
one for your personal use. Here is an [[https://github.com/cemkeylan/kiss-repository/tree/master/personal/linux][example kernel package]], which you will
need to reconfigure for your specific setup if you want to make use of it.

** Obtaining the kernel sources
You can visit the [[https://kernel.org]] website to choose a kernel that you want
to install. Though only the latest stable and longterm (LTS) versions are
supported. Note that kernel releases are quite rapid, and the version below is
likely outdated, so don't run it verbatim.

#+begin_src sh
  # Download the kernel and extract it
  wget https://cdn.kernel.org/pub/linux/kernel/v5.x/linux-5.19.4.tar.xz
  tar xJf linux-5.19.4.tar.xz

  # Change directory into the kernel sources
  cd linux-5.19.4
#+end_src

*NOTE:* If you want to validate the kernel signature, install the =gnupg2=
package, and follow the instructions provided at [[https://kernel.org/category/signatures.html]].

** Kernel dependencies
In order to compile the kernel you will need to install some dependencies. You
will need =libelf=, and =bison= to compile the kernel. If you want to configure
using the menu interface you will also need =ncurses=.

#+begin_src sh
  # The package manager asks to install if you are building more than one package,
  # so no need to run 'cpt i ...'
  cpt b libelf ncurses
#+end_src

In the vanilla kernel sources, you need perl to compile the kernel, but it can
be easily patched out. You will need to apply the following patch. Patch was
written by [[https://github.com/E5ten][E5ten]]. You will need to obtain and apply the patch in the kernel
source directory.

#+begin_src sh
  wget https://dl.carbslinux.org/distfiles/kernel-no-perl.patch
  patch -p1 < kernel-no-perl.patch
#+end_src

** Building the kernel
Next step is configuring and building the kernel. You can check Gentoo's
[[https://wiki.gentoo.org/wiki/Kernel/Configuration][kernel configuration guide]] to learn more about the matter. Overall, Gentoo Wiki
is a good place to learn about configuration according to your hardware. The
following will assume a monolithic kernel.

#+begin_src sh
  make menuconfig
  make
  install -Dm755 $(make -s image_name) /boot/vmlinuz-linux
#+end_src

* Making your system bootable
In order to be able to boot your fresh system, wou will need an init-daemon,
init-scripts and a bootloader. The init daemon is already provided by busybox,
but you can optionally change it.

** Bootloader
In the main repository, there is efibootmgr and grub to serve as bootloaders.
efibootmgr can be used as a standalone bootloader, or can be used to install
grub in a UEFI environment. efibootmgr is needed unless you are using a device
without UEFI support (or you really want to use BIOS for a reason).

*** GRUB BIOS installation

#+begin_src sh
  cpt b grub && cpt i grub
  grub-install --target=i386-pc /dev/sdX
  grub-mkconfig -o /boot/grub/grub.cfg
#+end_src

*** GRUB UEFI installation

#+begin_src sh
  cpt b efibootmgr && cpt i efibootmgr
  cpt b grub && cpt i grub

  grub-install --target=x86_64-efi \
               --efi-directory=esp \
               --bootloader-id=CarbsLinux

  grub-mkconfig -o /boot/grub/grub.cfg
#+end_src

** Init scripts
Only thing left to do is installing the init-scripts, and now you are almost
ready to boot your system!

#+begin_src sh
  cpt b carbs-init && cpt i carbs-init
#+end_src

** Fstab
You can now manually edit your fstab entry, or you can use the genfstab tool.
If you want to use the tool, exit the chroot and run the following:

#+begin_src sh
  wget https://github.com/cemkeylan/genfstab/raw/master/genfstab
  chmod +x genfstab
  ./genfstab -U /mnt >> /mnt/etc/fstab
#+end_src

* Post-installation
The base installation is now complete, you can now fine tune your system
according to your needs. Rest of these instructions are completely optional.
You can check the rest of the documentation to learn more about the system.

** IRC
The IRC channel for Carbs Linux is located in =#carbslinux= on [[https://libera.chat][libera.chat]]. You
can install the =catgirl= package from the repository, or use a client of your
preference to join. Feel free to ask for help, or have a general chat.

** KISS repositories
There have been recent changes to the =kiss= package manager that breaks
compatibility with =cpt=. These changes throw away the entire premise of their
"static" packaging system. =cpt= will never implement those changes, so don't
expect any KISS package that was changed during or after July 2021 to work with
=cpt=.