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Partition-Mass-Storage-Dummies-Linux-HOWTO
Revision History
Revision 6 2009-04-05 08:38:51 Revised by: jdd
adding forgotten HOWTO header for wiki
Revision 5 2009-04-05 08:35:01 Revised by: jdd
adding link to the Partitions-and-mass-storage-HOWTO
Revision 4 2009-03-30 18:34:19 Revised by: jdd
remove headers to render to docbook
Revision 3 2009-03-30 18:07:40 Revised by: jdd
Revision 2 2009-03-30 17:58:09 Revised by: jdd
Revision 1 2009-03-30 17:54:21 Revised by: jdd
title change from sub page to full page (done with copy/paste)
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Table of Contents
1. Partition-Mass-Storage-Dummies-Linux-HOWTO
2. Licence
3. Definitions
3.1. Disks
3.2. Partitions
4. Making Room for Linux
4.1. Using Windows
4.2. Using Linux
5. Images of the partitionning tools
5.1. Windows XP
5.2. Parted Magic
5.3. openSUSE
5.4. Mandriva
5.5. Fedora
5.6. Ubuntu Desktop
5.7. Debian
5.8. Others
1. Partition-Mass-Storage-Dummies-Linux-HOWTO
copyright (c) 2009 Jean-Daniel Dodin
This HOWTO is about partitionning usual mass storage that can be
magnetic rotating hard drives or Solid State Drives (SSD - including
flash cards or USB keys).
Writing the Partition HOWTO, I noticed that, as of year 2009, at least,
partitionning is very complicated. However, most partitionning tasks can
be done very easily with the appropriate tools, so this HOWTO for any
people that want to understand the partitionning without going too
deeply inside.
A more complete partition use description can be found on the
Partitions-and-mass-storage-HOWTO,
[http://wiki.tldp.org/Partitions-and-mass-storage-HOWTO#] available for
example here
------------------------------------------------------------------------
2. Licence
Permission is granted to copy, distribute and/or modify this
document under the terms of the GNU Free Documentation License,
Version 1.2 or any later version published by the Free Software
Foundation; with no Invariant Sections, no Front-Cover Texts and
no Back-Cover Texts. A copy of the license is included in the
section entitled "GNU Free Documentation License".
[http://wiki.tldp.org/LdpWikiDefaultLicence#GNUFreeDocumentationLicense]
GNU Free Documentation License
------------------------------------------------------------------------
3. Definitions
3.1. Disks
Disks are usually made of rotating plates, read by magnetic heads.
Tracks are circular parts of the plates. As we may have several plates,
a stack of plate is seen as a cylinder. All the heads are moved at the
same time, reading each it's track. All the tracks read at the same time
are a cylinder as well.
Each track is divided as sectors that can be 512 or 4k bytes long.
So Mass Storage disks are nearly always described as "CHS", that is
Cylinders number, Heads number, Sectors by track number, and the product
of all these numbers gives the visible disk size.
However, this have no meaning for SSD and even with true rotating hard
drive, the CHS have absolutely no more any meaning! It keeps using only
by inertia... so don't worry too much about these numbers, and if
possible ignore them.
------------------------------------------------------------------------
3.2. Partitions
Partition is from "part". A partition is a part of a drive with some
special attributes.
Computers makers seems pretty dumb when seeing how they keep
underestimating the possible next disk size, so each year they have to
issue a new standard. Disks firmware are buggy, so the software tools
have to fix them - and do quite well the job.
That is to say that understanding fully why the Partitionning tool
choose to create the partitions the way they do is very complex. It's
explained fully (or mostly) on the Partitions-and-mass-storage-HOWTO,
you probably won't read and don't have to now.
Windows makes little use of partitions. One can install as many Windows
version he wants on the same partition (and often do). It may even
proove difficult to install Windows on just an other drive on the same
computer.
Nor Unix nor Linux have any such problem. Just on the contrary, Linux
love to use at least three partitions. This mean you can have as many
Linux on your drive as you want, each on it's special part(ition) of the
drive, erase the partition without losing your data (backup first is
still better) for example. The two main Linux partitions are used for
the system ("/" or "root") and the users data ("home"). The third
("swap") is used to add some more memory and is written directly sector
by sector by the system. You usually don't even see it.
------------------------------------------------------------------------
4. Making Room for Linux
4.1. Using Windows
Most of the time, your computer come with a paid Windows. If you are not
an experienced Linux User, it's probably better to keep this Windows,
just for safety in case you have to show your computer to the vendor
tech (If your vendor is Linux fiendly you are lucky!). So you have to
make room for your prefered Linux.
If You have Windows XP, little luck. Most XP computers come with only
one partition on the disk and XP don't know how to make it smaller (If
you have two, see the next paragraph). What you have to do is to
"defragment" the drive (look in disk properties, you will probably have
to "verify" the drive first) - if the computer is brand new and never
used, this is not necessary. The "defragmentation" makes the work easier
for the Linux partitionner.
If you have Windows Vista, go to Control center, Administration tools,
Disk tools to see the actual disk partitionning. If you have luck, may
be there is yet a "data" partition. If so, you have just to look where
is this partition located and what it's size is. It will be used for
Linux.
If not, clic right on the system disk partition rectangle, you will see
a resize option. Use it. Keep some room for Vista (50Gb, for example)
and OK, you have now several partitions on your drive.
If you see in this screen a small partition (usually around 9Gb), be
specially cautious. This is the "system restore partition" that holds
the Windows Vista (or XP) original system. Your computer manual should
explain how to copy this to two DVD's. Do this before any use of your
computer. Make notice of the size and place of this partition (it can be
at the very beginning of the drive or at the very end), try to not erase
it right now. Don't erase it during the computer insurance time.
------------------------------------------------------------------------
4.2. Using Linux
You, as a dummy Linux user, have better use a very well known Linux
Distribution. There are more than a hundred Linux distributions and I
don't have used all of them, of course, so I can't be sure some of them
couldn't erase your drive if ever you don't understand a question.
However I'm rather sure Ubuntu, openSUSE, Mandiva, Red Hat Fedora, new
Debian can be reasonably safe for a beginner.
So launch the Linux install. Probably you will have to insert a Cd or
DVD and run. May be you will install immediately or launch a live system
(Linux working from memory, not from drive), then install froms there.
Anyway, you will have to answer some basic questions and at a moment you
will be asked if you want to keep windows or erase it. Beleive me, keep
it for now, it will be easy to remove later.
At this moment you will be presented a screen with a graphic of the
proposed disk partitions. Scan it to verify the Windows partition is not
touched - not formatted. It is probably labelled "NTFS" or "Windows".
Verify also that the Windows system backup partition is not touched. It
may not have any identified label. In some partitionner, the partition
table may be called Disklabel.
You may have to give Linux the name or position of the Vista partition
created on the previous step. If your Windows is XP, you will be
proposed to shrink the Windows Partition this is good.
Then accept the partitionning sheme your distribution proposes. Do not
try to be an expert. At install time, no good Linux Partition tool
should erase a Windows system partition. If it does, write me, I will
include a notice here.
Modern Linux distributions are perfectly able to resize a Windows
partition to make room to Linux. Let some room to Windows, though, if
you plan to use it.
So, in summary, trust your Linux install. Most install problems are
user's problem, not Linux Distribution problems!!
Do not try "LVM" or "RAID" for your first install. To use these things,
read the hole Partitions-and-mass-storage-HOWTO.
------------------------------------------------------------------------
5. Images of the partitionning tools
5.1. Windows XP
Here you can see the XP tool for partitionning (french version). The
partition is the dashed c: rectangle. You can see the contextual menu
(right clic) with no resizing - the resizing option can be seen only in
the Vista similar menu.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
If the computer used Windows for a while, you will have to verify and
defragment the disk. This is found in the disk context menu, tab
"tools". Defragmenting is re-organising the files in the disk. On the
picture below, you see a badly fragmented disk. Vertical lines are
files. To be able to shrink the partition with the Linux tools, you must
have a large blank on the right of the rectangle on the defrag window.
Even only one file on the right prevents resizing.
If you can't resize, you can only backup all your data, make the
partitionning (with Parted magic, for example), deleting all the disk,
reinstall XP then install Linux. Given you will probably have to
reinstall Windows from time to time, you can use this moment to make
room for Linux.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
------------------------------------------------------------------------
5.2. Parted Magic
Parted Magic is a CD or USB key utility extremely usefull if you have to
deal with partitions (find it with web search Probably
[http://partedmagic.com/] http://partedmagic.com/). It allows
repartitonning, resizing of partitions (if possible), and even search
for lost partitions if you happen to have trashed your partition table
(experts only). Do not confuse Parted Magic (free and open source) with
the proprietary program Partition Magic (expensive).
This tool is by far the more friendly. If you read this HOWTO you are
probably not as Dummy as you may think, at least you are curious. So you
may have benefits to use Parted magic at least to make one free
partition the Linux installer will easily find and use (and certainly
repartition again, that's normal).
Here is the booting screen, you should be able to boot any computer with
this CD.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
You start a graphical screen, as usual. You have icons at the bottom of
the screen, clic to use. The partitionning tool is gparted, a very
friendly tool. Notice gparted gives you immediately the free space in
the Windows partition (the images here is that of a very small disk -
only 8Gb).
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
Right clic on the desired partition gives you the needed options.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
In the resizing window, you can resize with the mouse (moving the
partition limit with the mouse), or give a numerical value.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
Here is a view of a much bigger disk.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
On the same Parted Magic CD, you have also other tools, like "Testdisk".
This one is much less friendly, but also very powerfull (and being so
allow easily to destroy your disk). You will be able to use it sometime
in the future, not now.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
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5.3. openSUSE
openSUSE is a friendly Linux Distribution, trying to reduce as much as
possible the risk of removing accidentally files on the disk while
installing.
If you insert the openSUSE DVD in your drive when Windows is running,
the DVD starts and propose to install Linux. It creates a special
Windows starting menu and reboot to the install without any work to do
for the user.
On this first image, openSUSE warns that it's not possible to resize the
XP disk, you have to remove it entirely if you want to install Linux.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
After I did quite a long cleaning work (including removing of unusefull
files) on the XP disk, from inside XP, the diagnostic is better:
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
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5.4. Mandriva
Mandriva is even simpler, the options are to remove Windows or to use
part of the drive.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
If you choose this solution, you have a windows to select what part of
the disk is for XP, what part for Linux, as usual.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
------------------------------------------------------------------------
5.5. Fedora
Red Hat was the first really handy Linux Distribution, but for many
years now, it's no more aimed to John Doe but to professionals (with the
associated support and price). It's average user conterpart is
Fedoraproject.
Fedora can be dowloaded as a live CD, you start it (no boot options) and
then clic on an icon to begin the installation.
On the partitionning screen, Fedora give a drop down list of the choices
possible, one is resizing (here the french screen)
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
The following screen is for the size, as usual.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
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5.6. Ubuntu Desktop
Ubuntu also have a friendly screen to resize partitions, but one have to
go to "manual" to find it, what can be a little scary.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
It's the "edit" button that allows resizing. Do not format the XP main
partition! This would erase all the content.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
------------------------------------------------------------------------
5.7. Debian
Debian is now as pretty as most distributions. The boot menu (first CD)
gives more options than many - this is not a live CD.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
The partitionner. Choices are the same as Ubuntu does (Ubuntu is built
upon Debian).
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
"Manual" have the resize option.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
You have to give a number - no slide, no view of the free space.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
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5.8. Others
Many Linux distributions are availalble, for example from
[http://distro.ibiblio.org/pub/linux/distributions/] ibiblio. If any of
these distributions uses gparted, it's possible very easily to partition
a drive with them, as we could see with Parted magic. Here the example
of Puppy Linux.
+----------------------------------------------------------------------+
+----------------------------------------------------------------------+
This distributions may be a bit more difficult to understand, but it
installs is extremely low end hardware (256Mb ram for live cd, 2GB Hard
drive).