Next Up Previous Contents Index
Disk Partitions

2.8 Disk Partitions

Nearly every modern-day operating system uses disk partitions, and Red Hat Linux is no exception. When installing Red Hat Linux, it will be necessary to work with disk partitions. If you have not worked with disk partitions before (or would like a quick review of the basic concepts) please read Appendix C before proceeding.

Please Note: If you intend to perform a workstation- or server-class installation, and you already have sufficient unpartitioned disk space, you do not need to read this section, and may turn to Section 2.9. Otherwise, please read this section in order to determine the best approach to freeing disk space for your Red Hat Linux installation.

In order to install Red Hat Linux, you must make disk space available for it. This disk space needs to be separate from the disk space used by other operating systems you may have installed on your computer, such as Windows, OS/2, or even a different version of Linux. This is done by dedicating one or more partitions to Red Hat Linux.

Before you start the installation process, one of the following conditions must be met:

Let's look at how this can be done.

2.8.1 Making Room For Red Hat Linux

There are three possible scenarios you may face when attempting to repartition your hard disk:

Let's look at each scenario in order.

Please Note: The figures in this section are based on those used in Appendix C, and represent the sequence of events necessary to free disk space for Red Hat Linux. If these figures do not make sense to you, you should read Appendix C before proceeding any further. Keep in mind that these illustrations are simplified in the interest of clarity, and do not reflect the exact partition layout that you will encounter when actually installing Red Hat Linux.

2.8.1.1 Using Unpartitioned Free Space

In this situation, the partitions already defined do not span the entire hard disk, leaving unallocated space that is not part of any defined partition. Figure 3 shows what this might look like.

Figure 3: Disk Drive with Unpartitioned Free Space

If you think about it, an unused hard disk also falls into this category; the only difference is that all the space is not part of any defined partition.

In any case, you can simply create the necessary partitions from the unused space. Unfortunately, this scenario, although very simple, is not very likely (unless you've just purchased a new disk just for Red Hat Linux).

Let's move on to a slightly more common situation.

2.8.1.2 Using Space From An Unused Partition

In this case, maybe you have one or more partitions that you just don't use any longer. Perhaps you've dabbled with another operating system in the past, and the partition(s) you've dedicated to it never seem to be used anymore. Figure 4 illustrates such a situation.

Figure 4: Disk Drive With an Unused Partition

If you find yourself in this situation, you can use the space allocated to the unused partition. You'll first need to delete the partition, and then create the appropriate Linux partition(s) in its place. You can either delete the partition using DOS fdisk, or you'll be given the opportunity to do so during a custom-class installation.

2.8.1.3 Using Free Space From An Active Partition

This is the most common situation. It is also, unfortunately, the hardest to work with. The main problem is that, even if you have enough free space, it's presently allocated to a partition that is in use. If you purchased a computer with pre-installed software, the hard disk most likely has one massive partition holding the operating system and data.

Aside from adding a new hard drive to your system, you have two choices:

Destructive Repartitioning -- Basically, you delete the single large partition, and create several smaller ones. As you might imagine, any data you had in the original partition is destroyed. This means that making a complete backup is necessary. For your own sake, make two backups, use verification (if available in your backup software), and try to read data from your backup before you delete the partition. Note also that if there was an operating system of some type installed on that partition, it will need to be reinstalled as well.

After creating a smaller partition for your existing software, you can reinstall any software, restore your data, and continue with your Red Hat Linux installation. Figure 5 shows this being done.

Figure 5: Disk Drive Being Destructively Repartitioned

Please Note: As Figure 5 shows, any data present in the original partition will be lost without proper backup!

Non-Destructive Repartitioning -- Here, you run a program that does the seemingly impossible: it makes a big partition smaller without losing any of the files stored in that partition. Many people have found this method to be reliable and trouble-free. What software should you use to perform this feat? There are several disk management software products on the market; you'll have to do some research to find the one that is best for your situation.

While the process of non-destructive repartitioning is rather straightforward, there are a number of steps involved:

  • Compress existing data

  • Resize partition

  • Create new partition(s)

Let's take a look at each step in a bit more detail.

Compress existing data

-- As Figure 6 shows, the first step is to compress the data in your existing partition. The reason for doing this is to rearrange the data such that it maximizes the available free space at the ``end'' of the partition.

Figure 6: Disk Drive Being Compressed

This step is crucial; without it, it is possible that the location of your data could prevent the partition from being resized to the extent desired. Note also that, for one reason or another, some data cannot be moved. If this is the case (and it restricts the size of your new partition(s)), you may be forced to destructively repartition your disk.

Resize partition

-- Figure 7 shows the actual resizing process. While the actual end-product of the resizing operation varies depending on the software used, in most cases the newly freed space is used to create an unformatted partition of the same type as the original partition.

Figure 7: Disk Drive with Partition Resized

It's important to understand what the resizing software you use does with the newly freed space, so that you can take the appropriate steps. In the case we've illustrated, it would be best to simply delete the new DOS partition, and create the appropriate Linux partition(s).

Create new partition(s)

-- As the previous step implied, it may or may not be necessary to create new partitions. However, unless your resizing software is Linux-aware, it is likely you'll need to delete the partition that was created during the resizing process. Figure 8 shows this being done.

Figure 8: Disk Drive with Final Partition Configuration

[Intel Systems: The following information is specific to Intel-based computers only.]

As a convenience to our customers, we provide the fips utility. This is a freely available program that can resize FAT (File Allocation Table) partitions. It's included on the Red Hat Linux/Intel CD-ROM in the dosutils directory.

Please Note: Many people have successfully used fips to repartition their hard drives. However, because of the nature of the operations carried out by fips, and the wide variety of hardware and software configurations under which it must run, Red Hat Software cannot guarantee that fips will work properly on your system. Therefore, no installation support whatsoever is available for fips; use it at your own risk.

That said, if you decide to repartition your hard drive with fips, it is vital that you do two things:

Should you decide to use fips, be aware that after fips runs you will be left with two partitions: the one you resized, and the one fips created out of the newly freed space. If your goal is to use that space to install Red Hat Linux, you should delete the newly created partition, either by using fdisk under your current operating system, or while setting up partitions during a custom-class installation.

2.8.2 Partition Naming Scheme

Linux refers to disk partitions using a combination of letters and numbers which may be confusing, particularly if you're used to the ``C drive'' way of referring to hard disks and their partitions. In the DOS/Windows world, here is how partitions are named:

Red Hat Linux uses a naming scheme that is more flexible and conveys more information than the approach used by other operating systems.

The naming scheme is file-based, with filenames in the form:

/dev/xxyN

Here's how to decipher the partition naming scheme:

/dev/ -- This string is the name of the directory in which all device files reside. Since partitions reside on hard disks, and hard disks are devices, the files representing all possible partitions reside in /dev/.

xx -- The first two letters of the partition name indicate the type of device on which the partition resides. You'll normally see either hd (for IDE disks), or sd (for SCSI disks).

y -- This letter indicates which device the partition is on. For example,
/dev/hda (the first IDE hard disk) or /dev/sdb (the second SCSI disk).

N -- The final number denotes the partition. The first four (primary or extended) partitions are numbered 1 through 4. Logical partitions start at 5. E.g., /dev/hda3 is the third primary or extended partition on the first IDE hard disk; /dev/sdb6 is the second logical partition on the second SCSI hard disk.

Please Note: There is no part of this naming convention that is based on partition type; unlike DOS/Windows, all partitions can be identified under Red Hat Linux. Of course, this doesn't mean that Red Hat Linux can access data on every type of partition, but in many cases it is possible to access data on a partition dedicated to another operating system.

Keep this information in mind; it will make things easier to understand when you're setting up the partitions Red Hat Linux requires.

2.8.3 Disk Partitions and Other Operating Systems

If your Red Hat Linux partitions will be sharing a hard disk with partitions used by other operating systems, most of the time you'll have no problems. However, there are certain combinations of Linux and other operating systems that require extra care. Information on creating disk partitions compatible with other operating systems is available in several HOWTOs and Mini-HOWTOs, available on the Red Hat Linux CD in the doc/HOWTO and doc/HOWTO/mini directories. In particular, the Mini-HOWTOs whose names start with Linux+ are quite helpful.

[Intel Systems: If Red Hat Linux/Intel will coexist on your machine with OS/2, you must create your disk partitions with the OS/2 partitioning software---otherwise, OS/2 may not recognize the disk partitions. During the installation, do not create any new partitions, but do set the proper partition types for your Linux partitions using the Linux fdisk.]

2.8.4 Disk Partitions and Mount Points

One area that many people new to Linux find confusing is the matter of how partitions are used and accessed by the Linux operating system. In DOS/Windows, it is relatively simple: If you have more than one partition, each partition gets a ``drive letter.'' You then use the drive letter to refer to files and directories on a given partition.

This is entirely different from how Red Hat Linux deals with partitions and, for that matter, with disk storage in general. The main difference is that each partition is used to form part of the storage necessary to support a single set of files and directories. This is done by associating a partition with a directory through a process known as mounting. Mounting a partition makes its storage available starting at the specified directory (known as a mount point).

For example, if partition /dev/hda5 were mounted on /usr, that would mean that all files and directories under /usr would physically reside on /dev/hda5. So the file /usr/doc/FAQ/txt/Linux-FAQ would be stored on /dev/hda5, while the file /etc/X11/gdm/Sessions/Gnome would not.

Continuing our example, it is also possible that one or more directories below /usr would be mount points for other partitions. For instance, a partition (say, /dev/hda7) could be mounted on /usr/local, meaning that, for example, /usr/local/man/whatis would then reside on /dev/hda7 rather than /dev/hda5.

2.8.5 How Many Partitions?

At this point in the process of preparing to install Red Hat Linux, you will need to give some consideration to the number and size of the partitions to be used by your new operating system. The question of ``how many partitions'' continues to spark debate within the Linux community and, without any end to the debate in sight, it's safe to say that there are probably as many partition layouts as there are people debating the issue.

Keeping this in mind, we recommend that, unless you have a reason for doing otherwise, you should create the following partitions:

2.8.6 One Last Wrinkle: Using LILO

[Intel Systems: LILO (the LInux LOader) is the most commonly used method to boot Red Hat Linux on Intel-based systems. An operating system loader, LILO operates ``outside'' of any operating system, using only the Basic I/O System (or BIOS) built into the computer hardware itself. This section describes LILO's interactions with PC BIOSes, and is specific to Intel-compatible computers. ]

[Alpha Systems: Alpha owners may skip ahead to Section 2.9.]

[SPARC Systems: SPARC owners may skip ahead to Section 2.9.]

2.8.6.1 BIOS-Related Limitations Impacting LILO

LILO is subject to some limitations imposed by the BIOS in most Intel-based computers. Specifically, most BIOSes can't access more than two hard drives and they can't access any data stored beyond cylinder 1023 of any drive. Note that some recent BIOSes do not have these limitations, but this is by no means universal.

All the data LILO needs to access at boot time (including the Linux kernel) are located in the /boot directory. If you follow the partition layout recommended above, or you are performing a workstation- or server-class install, the /boot directory will be in a small, separate partition. Otherwise, it will reside in the root partition. In either case, the partition in which /boot resides must conform to the following guidelines if you are going to use LILO to boot your Red Hat Linux system:

On First Two IDE Drives -- If you have 2 IDE (or EIDE) drives, /boot must be located on one of them. Note that this two-drive limit also includes any IDE CD-ROM drives on your primary IDE controller. So, if you have one IDE hard drive, and one IDE CD-ROM on your primary controller, /boot must be located on the first hard drive only, even if you have other hard drives on your secondary IDE controller.

On First IDE or First SCSI Drive -- If you have one IDE (or EIDE) drive and one or more SCSI drives, /boot must be located either on the IDE drive or the SCSI drive at ID 0. No other SCSI IDs will work.

On First Two SCSI Drives -- If you have only SCSI hard drives, /boot must be located on a drive at ID 0 or ID 1. No other SCSI IDs will work.

Partition Completely Below Cylinder 1023 -- No matter which of the above configurations apply, the partition that holds /boot must be located entirely below cylinder 1023. If the partition holding /boot straddles cylinder 1023, you may face a situation where LILO will work initially (because all the necessary information is below cylinder 1023), but will fail if a new kernel is to be loaded, and that kernel resides above cylinder 1023.

As mentioned earlier, it is possible that some of the newer BIOSes may permit LILO to work with configurations that don't meet our guidelines. Likewise, some of LILO's more esoteric features may be used to get a Linux system started, even if the configuration doesn't meet our guidelines. However, due to the number of variables involved, Red Hat Software cannot support such extraordinary efforts.

Please Note: Disk Druid as well as the workstation- and server-class installs take these BIOS-related limitations into account. However, if you decide to use fdisk instead, it is your responsibility to ensure that you keep these limitations in mind.


Next Up Previous Contents Index