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Date:      Mon, 17 Mar 2014 23:43:50 GMT
From:      Allan Jude <freebsd@allanjude.com>
To:        freebsd-gnats-submit@FreeBSD.org
Subject:   docs/187683: [patch] Handbook section on bsdinstall is missing details of ZFS feature added in 10.0
Message-ID:  <201403172343.s2HNhor2054372@cgiserv.freebsd.org>
Resent-Message-ID: <201403172350.s2HNo0fa049662@freefall.freebsd.org>

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>Number:         187683
>Category:       docs
>Synopsis:       [patch] Handbook section on bsdinstall is missing details of ZFS feature added in 10.0
>Confidential:   no
>Severity:       non-critical
>Priority:       low
>Responsible:    freebsd-doc
>State:          open
>Quarter:        
>Keywords:       
>Date-Required:
>Class:          change-request
>Submitter-Id:   current-users
>Arrival-Date:   Mon Mar 17 23:50:00 UTC 2014
>Closed-Date:
>Last-Modified:
>Originator:     Allan Jude
>Release:        10.0-RELEASE
>Organization:
ScaleEngine Inc.
>Environment:
>Description:
Update the bsdinstall handbook section to describe the automatic 'root-on-zfs' feature. Also add documentation for the 'shell' mode feature that was not documented before.

Includes many screenshots
>How-To-Repeat:

>Fix:
Apply this patch

Patch attached with submission follows:

Index: head/en_US.ISO8859-1/books/handbook/Makefile
===================================================================
--- head/en_US.ISO8859-1/books/handbook/Makefile	(revision 44203)
+++ head/en_US.ISO8859-1/books/handbook/Makefile	(working copy)
@@ -56,6 +56,7 @@
 IMAGES_EN+= bsdinstall/bsdinstall-final-confirmation.png
 IMAGES_EN+= bsdinstall/bsdinstall-finalconfiguration.png
 IMAGES_EN+= bsdinstall/bsdinstall-final-modification-shell.png
+IMAGES_EN+= bsdinstall/bsdinstall-keymap-10.png
 IMAGES_EN+= bsdinstall/bsdinstall-keymap-select-default.png
 IMAGES_EN+= bsdinstall/bsdinstall-mainexit.png
 IMAGES_EN+= bsdinstall/bsdinstall-netinstall-files.png
@@ -73,6 +74,14 @@
 IMAGES_EN+= bsdinstall/bsdinstall-timezone-country.png
 IMAGES_EN+= bsdinstall/bsdinstall-timezone-region.png
 IMAGES_EN+= bsdinstall/bsdinstall-timezone-zone.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-disk_info.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-disk_select.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-geli_password.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-menu.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-partmenu.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-vdev_invalid.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-vdev_type.png
+IMAGES_EN+= bsdinstall/bsdinstall-zfs-warning.png
 IMAGES_EN+= geom/striping.pic
 IMAGES_EN+= install/adduser1.scr
 IMAGES_EN+= install/adduser2.scr
Index: head/en_US.ISO8859-1/books/handbook/bsdinstall/chapter.xml
===================================================================
--- head/en_US.ISO8859-1/books/handbook/bsdinstall/chapter.xml	(revision 44203)
+++ head/en_US.ISO8859-1/books/handbook/bsdinstall/chapter.xml	(working copy)
@@ -54,6 +54,17 @@
 	</personname>
       </author>
     </authorgroup>
+
+    <authorgroup>
+      <author>
+	<personname>
+	  <firstname>Allan</firstname>
+	  <surname>Jude</surname>
+	</personname>
+
+	<contrib>Updated for root-on-ZFS by </contrib>
+      </author>
+    </authorgroup>
   </info>
 
   <sect1 xml:id="bsdinstall-synopsis">
@@ -159,7 +170,8 @@
 	  &intel;&nbsp;EM64T architecture.  Examples of these
 	  processors include the &intel;&nbsp;&core;&nbsp;2 Duo, Quad,
 	  Extreme processor families, the &intel;&nbsp;&xeon; 3000,
-	  5000, and 7000 sequences of processors, and the
+	  5000, and 7000 sequences of processors, the
+	  &intel;&nbsp;&xeon; E3, E5 and E7 processors, and the
 	  &intel;&nbsp;&core; i3, i5 and i7 processors.</para>
 
 	<para>If you have a machine based on an nVidia nForce3
@@ -1056,6 +1068,23 @@
 	    ISO-8859-1</guimenuitem> is also a safe option if the
 	  choice of keymap is not clear.</para>
       </note>
+
+      <para>In &os; 10.0-RELEASE and later, this menu has been
+	enhanced.  The full selection of keymaps is shown, with the
+	default preselected.  In addition, when selecting a different
+	keymap, a dialog is displayed that allows the user to try
+	the keymap and ensure it is correct before proceeding.</para>
+
+      <figure xml:id="bsdinstall-keymap-10">
+	<title>Enhanced Keymap Menu</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-keymap-10"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
     </sect2>
 
     <sect2 xml:id="bsdinstall-hostname">
@@ -1213,16 +1242,19 @@
   <sect1 xml:id="bsdinstall-partitioning">
     <title>Allocating Disk Space</title>
 
-    <para>There are three ways to allocate disk space for &os;.
+    <para>There are four ways to allocate disk space for &os;.
       <emphasis>Guided</emphasis> partitioning automatically sets up
       disk partitions, while <emphasis>Manual</emphasis> partitioning
-      allows advanced users to create customized partitions.  Finally,
+      allows advanced users to create customized partitions.  The
+      <acronym>ZFS</acronym> option, only available in &os; 10 and
+      later, will create an optionally encrypted root-on-ZFS system
+      with support for Boot Environments  Finally,
       there's the option of starting a shell where command-line
       programs like &man.gpart.8;, &man.fdisk.8;, and &man.bsdlabel.8;
       can be used directly.</para>
 
     <figure xml:id="bsdinstall-part-guided-manual">
-      <title>Selecting Guided or Manual Partitioning</title>
+      <title>Selecting Guided, Manual or Shell Partitioning</title>
 
       <mediaobject>
 	<imageobject>
@@ -1232,6 +1264,18 @@
       </mediaobject>
     </figure>
 
+      <figure xml:id="bsdinstall-zfs-partmenu">
+	<title>Selecting Guided, Manual, Shell or
+	  <acronym>ZFS</acronym> Partitioning</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-partmenu"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+
     <sect2 xml:id="bsdinstall-part-guided">
       <title>Guided Partitioning</title>
 
@@ -1427,7 +1471,7 @@
 
       <para>Another partition type worth noting is
 	<literal>freebsd-zfs</literal>, used for partitions that will
-	contain a &os; ZFS filesystem.  See
+	contain a &os; <acronym>ZFS</acronym> filesystem.  See
 	<xref linkend="filesystems-zfs"/>.  &man.gpart.8; shows more
 	of the available <acronym>GPT</acronym> partition
 	types.</para>
@@ -1564,6 +1608,174 @@
 	<guibutton>[&nbsp;Finish&nbsp;]</guibutton> to continue with
 	the installation.</para>
     </sect2>
+
+    <sect2 xml:id="bsdinstall-part-zfs">
+      <title>Root-on-ZFS Automatic Partitioning</title>
+
+      <para>Support for automatic creation of root-on-ZFS
+	installations was added in &os; 10.0-RELEASE.  This
+	partitioning mode only works with whole disks and will erase
+	the contents of the entire disk.  The installer will
+	automatically create partitions aligned to 4k boundries, as
+	well as force <acronym>ZFS</acronym> 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 to them in the future,
+	for additional storage space, or as replacements for failed
+	disks.  The installer can also optionally employ <link
+	  linkend="disks-encrypting-geli">GELI</link> disk encryption.
+	If encryption is enabled, a 2&nbsp;GB unencrypted boot pool is
+	created that contains the <filename>/boot</filename>
+	directory, which holds the kernel and other files necessary
+	to boot the system.  A swap partition of a user selectable
+	size is also created, and all remaining space is used for the
+	<acronym>ZFS</acronym> pool.</para>
+
+      <para>The main <acronym>ZFS</acronym> menu in the installer
+	offers a number of options to control the creation of the
+	pool.</para>
+
+      <figure xml:id="bsdinstall-zfs-menu">
+	<title><acronym>ZFS</acronym> Partitioning Menu</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-menu"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+      <para>The most important option is selecting the vdev type
+	and one or more disks that will make up the vdev that will
+	constitute the pool.  The automatic <acronym>ZFS</acronym>
+	installer currently only supports the creation of a single
+	top level vdev, except in stripe mode. To create more complex
+	pools, use <link
+	linkend="bsdinstall-part-shell">Shell Mode</link> to create
+	the pool.  The installer supports the creation of various
+	pool types, including stripe (not recommended, no redundnacy),
+	mirror (best performance, least usable space), and RAID-Z 1,
+	2, and 3 (with the capability to withstand the concurrent
+	failure of 1, 2, and 3 disks respectively).  A tooltip across
+	the bottom of the screen while selecting the pool type
+	provides advice about the number of required disks for each
+	type, and in the case of RAID-Z, the optimal number of disks
+	for each configuration.</para>
+
+      <figure xml:id="bsdinstall-zfs-vdev_type">
+	<title><acronym>ZFS</acronym> Pool Type</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-vdev_type"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+      <para>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 were selected.  If not,
+	select <guibutton>&lt;Change Selection&gt;</guibutton> to
+	return to the list of disks, or
+	<guibutton>&lt;Cancel&gt;</guibutton> to change the pool
+	type.</para>
+
+      <figure xml:id="bsdinstall-zfs-disk_select">
+	<title>Disk Selection</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-disk_select"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+      <figure xml:id="bsdinstall-zfs-vdev_invalid">
+	<title>Invalid Selection</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-vdev_invalid"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+      <para>If one or more disks is missing from the list, or if disks
+	were attached after the installer was started, select
+	<guibutton>- Rescan Devices</guibutton> to repopulate the list
+	of available disks.  To ensure that the correct disk is
+	selected, so as not to accidently destroy the wrong disks, the
+	<guibutton>- Disk Info</guibutton> menu allows you to inspect
+	each disk, including its partition table, and various other
+	information, including the device model number and serial
+	number, if available.</para>
+
+      <figure xml:id="bsdinstall-zfs-disk_info">
+	<title>Analysing a Disk</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-disk_info"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+      <para>The menu also allows the user to enter a name for the
+	pool, disable forcing 4k sectors, enable or disable
+	encryption, switch between GPT (recommended) and MBR partition
+	table types, and select the desired amount of swap
+	space.  Once all options have been set to the desired values,
+	select the <guibutton>>>> Install</guibutton> option at the top of
+	the menu.</para>
+
+      <para>If &man.geli.8; disk encryption was enabled, the installer
+	will prompt for the passphrase to be used to encrypt the disks
+	twice.</para>
+
+      <figure xml:id="bsdinstall-zfs-geli_password">
+	<title>Disk Encryption Password</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-geli_password"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+      <para>The installer then offers a last chance to cancel before
+	the contents of the selected drives are destroyed to create
+	the <acronym>ZFS</acronym> pool.</para>
+
+      <figure xml:id="bsdinstall-zfs-warning">
+	<title>Last Chance</title>
+
+	<mediaobject>
+	  <imageobject>
+	    <imagedata fileref="bsdinstall/bsdinstall-zfs-warning"/>
+	  </imageobject>
+	</mediaobject>
+      </figure>
+
+      <para>The installation then provides normally</para>
+
+    </sect2>
+
+    <sect2 xml:id="bsdinstall-part-shell">
+      <title>Shell Mode Partitioning</title>
+
+      <para>When creating advanced installations the basic interface
+	of bsdinstall may not provide the level of flexibility
+	required.  Selecting the <guibutton>Shell</guibutton> option
+	from the partitioning menu will drop the user to a shell.  The
+	user is expected to partition the drives and create the
+	desired file system(s), populate an &man.fstab.5; file in
+	<filename>/tmp/bsdinstall_etc/fstab</filename>, and mount the
+	file systems under <filename>/mnt</filename>.  Once this is
+	done, running <command>exit</command> will return to
+	bsdinstall and continue the installation, starting with the
+	extraction of the distribution sets.</para>
+    </sect2>
   </sect1>
 
   <sect1 xml:id="bsdinstall-final-warning">
Index: head/share/images/books/handbook/bsdinstall/bsdinstall-keymap-10.png
===================================================================
Cannot display: file marked as a binary type.
svn:mime-type = image/png
Index: head/share/images/books/handbook/bsdinstall/bsdinstall-keymap-10.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-keymap-10.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-keymap-10.png	(working copy)

Property changes on: head/share/images/books/handbook/bsdinstall/bsdinstall-keymap-10.png
___________________________________________________________________
Added: svn:mime-type
## -0,0 +1 ##
+image/png
\ No newline at end of property
Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_info.png
===================================================================
Cannot display: file marked as a binary type.
svn:mime-type = image/png
Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_info.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_info.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_info.png	(working copy)

Property changes on: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_info.png
___________________________________________________________________
Added: svn:mime-type
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_select.png
===================================================================
Cannot display: file marked as a binary type.
svn:mime-type = image/png
Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_select.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_select.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-disk_select.png	(working copy)

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___________________________________________________________________
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-geli_password.png
===================================================================
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-geli_password.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-geli_password.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-geli_password.png	(working copy)

Property changes on: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-geli_password.png
___________________________________________________________________
Added: svn:mime-type
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-menu.png
===================================================================
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-menu.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-menu.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-menu.png	(working copy)

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___________________________________________________________________
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-partmenu.png
===================================================================
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-partmenu.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-partmenu.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-partmenu.png	(working copy)

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___________________________________________________________________
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_invalid.png
===================================================================
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_invalid.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_invalid.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_invalid.png	(working copy)

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___________________________________________________________________
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_type.png
===================================================================
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_type.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_type.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-vdev_type.png	(working copy)

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___________________________________________________________________
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-warning.png
===================================================================
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Index: head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-warning.png
===================================================================
--- head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-warning.png	(revision 0)
+++ head/share/images/books/handbook/bsdinstall/bsdinstall-zfs-warning.png	(working copy)

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>Release-Note:
>Audit-Trail:
>Unformatted:



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