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4. Before You Begin

Before you can install Linux, you'll need to be sure your machine is Linux-capable, and choose a Linux to install. The Linux Pre-installation checklist may help you organize configuration data before you begin.

4.1. Hardware requirements

What kind of system is needed to run Linux? This is a good question; the actual hardware requirements for the system change periodically. The Linux Hardware-HOWTO, gives a (more or less) complete listing of hardware supported by Linux. The Linux INFO-SHEET, provides another list.

For the Intel versions, a hardware configuration that looks like the following is required:

Any 80386, 80486, Pentium or Pentium II processor will do. Non-Intel clones of the 80386 and up will generally work. You do not need a math coprocessor, although it is nice to have one.

The ISA, EISA, VESA Local Bus and PCI bus architectures are supported. The MCA bus architecture (found on IBM PS/2 machines) has been minimally supported since the 2.1.x kernels, but may not be ready for prime time yet.

You need at least 4 megabytes of memory in your machine. Technically, Linux will run with only 2 megs, but most installations and software require 4. The more memory you have, the happier you'll be. I suggest an absolute minimum of 16 megabytes if you're planning to use X-Windows; 64 is better.

Of course, you'll need a hard drive and an AT-standard drive controller. All MFM, RLL, and IDE drives and controllers should work. Many SCSI drives and adaptors are supported as well; the Linux SCSI-HOWTO contains more information on SCSI. If you are assembling a system from scratch to run Linux, the small additional cost of SCSI is well worth it for the extra performance and reliability it brings.

You'll want a CD-ROM drive; effectively all Linux distributions are now CD-ROM based. If your machine was built in 1998 or later, you should be able to actually boot your Linux's installer right off the CD-ROM without using a boot floppy.

If your CD-ROM is ATAPI, SCSI, or true IDE you should have no problem making it work (but watch for cheap drives advertising "IDE" interfaces that aren't true IDE). If your CD-ROM uses a proprietary interface card, it's possible the installation kernel you're going to boot from floppy won't be able to see it -- and an inaccessible CD-ROM is a installation show-stopper. Also, CD-ROMs that attach to your parallel port won't work at all. If you're in doubt, consult the Linux CD-ROM HOWTO for a list and details of supported hardware.

If your CD-ROM isn't in your machine's boot sequence, you will need a 3.5" floppy drive. While 5.25" floppies are supported under Linux, they are little-enough used that you should not count on disk images necessarily fitting on them. (A stripped-down Linux can actually run on a single floppy, but that's only useful for installation and certain troubleshooting tasks.)

You also need an MDA, Hercules, CGA, EGA, VGA, or Super VGA video card and monitor. In general, if your video card and monitor work under MS-DOS or Windows then they should work under Linux. However, if you wish to run the X window system, there are other restrictions on the supported video hardware. The Linux XFree86-HOWTO, contains more information about running X and its requirements.

If you're running on a box that uses one of the Motorola 68K processors (including Amiga, Atari, or VMEbus machines), see the Linux/m68k FAQ for information on minimum requirements and the state of the port. The FAQ now says m68k Linux is as stable and usable as the Intel versions.

4.2. Space requirements and coexistence

You'll need free space for Linux on your hard drive. The amount of space needed depends on how much software you plan to install. Today most installations require somewhere in the ballpark of a gigabyte of space. This includes space for the software, swap space (used as virtual RAM on your machine), and free space for users, and so on.

It's conceivable that you could run a minimal Linux system in 80 megs or less (this used to be common when Linux distributions were smaller), and it's conceivable that you could use two gigabytes or more for all of your Linux software. The amount varies greatly depending on the amount of software you install and how much space you require. More about this later.

Linux will co-exist with other operating systems, such as MS-DOS, Microsoft Windows, or OS/2, on your hard drive. (In fact you can even access MS-DOS files and run some MS-DOS programs from Linux.) In other words, when partitioning your drive for Linux, MS-DOS or OS/2 live on their own partitions, and Linux exists on its own. We'll go into more detail about such ``dual-boot'' systems later.

You do not need to be running MS-DOS, OS/2, or any other operating system to use Linux. Linux is a completely stand-alone operating system and does not rely on other OSs for installation and use.

In all, the minimal setup for Linux is not much more than is required for most MS-DOS or Windows 3.1 systems sold today (and it's a good deal less than the minimum for Windows 95!). If you have a 386 or 486 with at least 4 megs of RAM, then you'll be happy running Linux. Linux does not require huge amounts of disk space, memory, or processor speed. Matt Welsh, the originator of this HOWTO, used to run Linux on a 386/16 MHz (the slowest machine you can get) with 4 megs of RAM, and was quite happy. The more you want to do, the more memory (and faster processor) you'll need. In our experience a 486 with 16 megabytes of RAM running Linux outdoes several models of expensive workstations.

4.4. Choosing a Linux distribution

Before you can install Linux, you need to decide on one of the ``distributions'' of Linux which are available. There is no single, standard release of the Linux software---there are many such releases. Each release has its own documentation and installation instructions. All distributions pretty much share the same underlying codebase, however.

Linux distributions are available both via anonymous FTP and via mail order on diskette, tape, and CD-ROM. There are many checklists and comparative reviews of Linux distributions out there. The Linux Weekly News site, in addition to being an excellent general source of news and information, carries a weekly report on distributions with pointers to many of them.

In the dim and ancient past when this HOWTO was first written (1992-93), most people got Linux by tortuous means involving long downloads off the Internet or a BBS onto their DOS machines, followed by an elaborate procedure which transferred the downloads onto multiple floppy disks. One of these disks would then be booted and used to install the other dozen. With luck (and no media failures) you'd finish your installation many hours later with a working Linux. Or maybe not.

While this path is still possible (and you can download any one of several distributions from Metalab), there are now much less strenuous ways. The easiest is to buy one of the high-quality commercial Linux distributions distributed on CD-ROM, such as Red Hat, Debian, Linux Pro, or WGS. These are typically available for less than $50 at your local bookstore or computer shop, and will save you many hours of aggravation.

You can also buy anthology CD-ROMs such as the InfoMagic Linux Developer's Resource set. These typically include several Linux distributions and a recent dump of major Linux archive sites, such as metalab or tsx-11.

In the remainder of this HOWTO we will focus on the steps needed to install from an anthology CD-ROM, or one of the lower-end commercial Linuxes that doesn't include a printed installation manual. If your Linux includes a paper manual some of this HOWTO may provide useful background, but you should consult the manual for detailed installation instructions.