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Smartmontools installation instructions
=======================================
$Id: INSTALL,v 1.49 2004/05/27 17:19:39 card_captor Exp $
Please also see the smartmontools home page:
http://smartmontools.sourceforge.net/
Table of contents:
[1] System requirements
[2] Installing from CVS
[3] Installing from source tarball
[4] Guidelines for different Linux distributions
[5] Guidelines for FreeBSD
[6] Guidelines for NetBSD
[7] Guidelines for Solaris
[8] Guidelines for Cygwin
[9] Guidelines for Windows
[10] Comments
[11] Detailed description of ./configure options
[1] System requirements
=======================
A) Linux
Any Linux distribution will support smartmontools if it has a
kernel version greater than or equal to 2.2.14. So any recent
Linux distribution should support smartmontools.
There are two parts of smartmontools that may require a patched or
nonstandard kernel:
(1) To get the ATA RETURN SMART STATUS command, the kernel needs
to support the HDIO_DRIVE_TASK ioctl().
(2) To run Selective Self-tests, the kernel needs to support the
HDIO_DRIVE_TASKFILE ioctl().
If your kernel does not support one or both of these ioctls, then
smartmontools will "mostly" work. The things that don't work will
give you harmless warning messages.
For item (1) above, any 2.4 or 2.6 series kernel will provide
HDIO_DRIVE_TASK support. Some 2.2.20 and later kernels also
provide this support IF they're properly patched and
configured. [Andre Hedrick's IDE patches may be found at
http://www.funet.fi/pub/linux/kernel/people/hedrick/ide-2.2.20/ or
are available from your local kernel.org mirror. They are not
updated for 2.2.21 or later, and may contain a few bugs.].
If the configuration option CONFIG_IDE_TASK_IOCTL
exists in your 2.2.X kernel source code tree, then your 2.2.X
kernel will probably support this ioctl. [Note that this kernel
configuration option does NOT need to be enabled. Its presence
merely indicates that the required HDIO_DRIVE_TASK ioctl() is
supported.]
For item (2) above, your kernel must be configured with the kernel
configuration option CONFIG_IDE_TASKFILE_IO enabled. This
configuration option is present in all 2.4 and 2.6 series
kernels. Some 2.2.20 and later kernels also provide this support
IF they're properly patched and configured as described above.
Please see FAQ section of the URL above for additional details.
If you are using 3ware controllers, for full functionality you
must either use version 1.02.00.037 or greater of the 3w-xxxx
driver, or patch earlier 3ware 3w-xxxx drivers. See
http://smartmontools.sourceforge.net/3w-xxxx.txt
for the patch. The version 1.02.00.037 3w-xxxx.c driver was
incorporated into kernel 2.4.23-bk2 on 3 December 2003 and into
kernel 2.6.0-test5-bk11 on 23 September 2003.
B) FreeBSD
For FreeBSD support, a 5-current kernel that includes ATAng is
required in order to support ATA drives. Even current versions of
ATAng will not support 100% operation, as the SMART status can not
be reliably retrieved. There is patch pending approval of the
ATAng driver maintainer that will address this issue.
C) Solaris
The SCSI code has been tested on a variety of Solaris 8 and 9
systems. ATA/IDE code only works on SPARC platform. All tested
kernels worked correctly.
D) NetBSD
The code was tested on a 1.6ZG (i.e., 1.6-current) system. It should
also function under 1.6.1 and later releases (unverified). Currently
it doesn't support ATA devices on 3ware RAID controllers.
E) Cygwin
The code was tested on Cygwin 1.5.7 and should also work on other
recent releases.
Both Cygwin and Windows versions of smartmontools share the same code
to access the IDE/ATA or SCSI devices. The information in the "Windows"
section below also applies to the Cygwin version.
F) Windows
The code was tested on Windows 98SE, NT4, 2000 and XP. It should also
work on Windows 95(OSR2), 98, and ME.
On 9x/ME, only standard (legacy) IDE/ATA devices 0-3 are supported.
The driver SMARTVSD.VXD must be present in WINDOWS\SYSTEM\IOSUBSYS
to get loaded at Windows startup. The default location in a new
installation of some versions of Windows is the WINDOWS\SYSTEM folder.
In this case, move SMARTVSD.VXD to WINDOWS\SYSTEM\IOSUBSYS and reboot
(http://support.microsoft.com/default.aspx?scid=kb;en-us;265854).
On NT4/2000/XP, also other ATA or SATA devices are supported if
the device driver implements the SMART IOCTL.
The IDE/ATA read log command (smartctl -l, --log, -a, --all) is
not supported on NT4. On 2000/XP, the undocumented and possibly buggy
IOCTL_IDE_PASS_THROUGH is used for this purpose (see WARNINGS file).
SCSI devices are supported on all versions of Windows. An installed
ASPI interface (WNASPI32.DLL) is required to access SCSI devices.
[2] Installing from CVS
=======================
Get the sources from the CVS repository:
cvs -d :pserver:anonymous@cvs.sourceforge.net:/cvsroot/smartmontools login
cvs -d :pserver:anonymous@cvs.sourceforge.net:/cvsroot/smartmontools co sm5
(when prompted for a password, just press Enter)
Then type:
./autogen.sh
and continue with step [3] below, skipping the "unpack the tarball" step.
Further details of using CVS can be found at the URL above.
The autogen.sh command is ONLY required when installing from
CVS. You need GNU Autoconf (version 2.50 or greater), GNU Automake
(version 1.6 or greater) and their dependencies installed in order
to run it. You can get these here:
http://www.gnu.org/directory/GNU/autoconf.html
http://www.gnu.org/directory/GNU/automake.html
[3] Installing from the source tarball
======================================
If you are NOT installing from CVS, then unpack the tarball:
tar zxvf smartmontools-5.VERSION.tar.gz
Then:
./configure
make
make install (you may need to be root to do this)
As shown (with no options to ./configure) this defaults to the
following set of installation directories:
--prefix=/usr/local
--sbindir=/usr/local/sbin
--sysconfdir=/usr/local/etc
--mandir=/usr/local/share/man
--with-docdir=/usr/local/share/doc/smartmontools-VERSION
--with-initscriptdir=/usr/local/etc/rc.d/init.d
--disable-sample
These will usually not overwrite existing "distribution" installations on
Linux Systems since the FHS reserves this area for use by the system
administrator.
For different installation locations or distributions, simply add
arguments to ./configure as shown in [4] below.
If you wish to alter the default C compiler flags, set an
environment variable CFLAGS='your options' before doing
./configure, or else do:
make CFLAGS='your options'
[4] Guidelines for different Linux distributions
================================================
Note: Please send corrections/additions to:
smartmontools-support@lists.sourceforge.net
Debian:
If you don't want to overwrite any distribution package, use:
./configure
Filesystem Hierarchy Standard (FHS, http://www.pathname.com/fhs/):
./configure --sbindir=/usr/local/sbin \
--sysconfdir=/usr/local/etc \
--mandir=/usr/local/man \
--with-initscriptdir=/usr/local/etc/rc.d/init.d \
--with-docdir=/usr/local/share/doc/smartmontools-VERSION
Red Hat:
./configure --sbindir=/usr/sbin \
--sysconfdir=/etc \
--mandir=/usr/share/man \
--with-initscriptdir=/etc/rc.d/init.d \
--with-docdir=/usr/share/doc/smartmontools-VERSION
Slackware:
If you don't want to overwrite any "distribution" package, use:
./configure
Otherwise use:
./configure --sbindir=/usr/sbin \
--sysconfdir=/etc \
--mandir=/usr/share/man \
--with-initscriptdir=/etc/rc.d \
--with-docdir=/usr/share/doc/smartmontools-VERSION
And
removepkg smartmontools smartsuite (only root can do this)
before make install
The init script works on Slackware. You just have to add an entry like
the following in /etc/rc.d/rc.M or /etc/rc.d/rc.local:
if [ -x /etc/rc.d/smartd ]; then
. /etc/rc.d/smartd start
fi
To disable it:
chmod 644 /etc/rc.d/smartd
For a list of options:
/etc/rc.d/smartd
SuSE:
./configure --sbindir=/usr/sbin \
--sysconfdir=/etc \
--mandir=/usr/share/man \
--with-initscriptdir=/etc/init.d \
--with-docdir=/usr/share/doc/packages/smartmontools-VERSION
[5] Guidelines for FreeBSD
==========================
To match the way it will installed when it becomes available as a PORT, use
the following:
./configure --prefix=/usr/local \
--with-initscriptdir=/usr/local/etc/rc.d/ \
--with-docdir=/usr/local/share/doc/smartmontools-VERSION \
--enable-sample
Also, it is important that you use GNU make (gmake from /usr/ports/devel/gmake)
to build smartmontools, as the default FreeBSD make doesn't know how to build
the man pages.
NOTE: --enable-sample will cause the smartd.conf and smartd RC files to
be installed with the string '.sample' append to the name, so you will end
up with the following:
/usr/local/etc/smartd.conf.sample
/usr/local/etc/rc.d/smartd.sample
[6] Guidelines for NetBSD
=========================
./configure --prefix=/usr/pkg \
--with-docdir=/usr/pkg/share/doc/smartmontools
[7] Guidelines for Solaris
==========================
smartmontools has been partially but not completely ported to
Solaris. It includes complete SCSI support but no ATA or 3ware
support. It can be compiled with either cc or gcc. To compile
with gcc:
./configure [args]
make
To compile with Sun cc:
setenv CC cc [csh syntax], or
CC=cc [sh syntax]
./configure [args]
make
The correct arguments [args] to configure are:
--sbindir=/usr/sbin \
--sysconfdir=/etc \
--mandir=/usr/share/man \
--with-docdir=/usr/share/doc/smartmontools-VERSION \
--with-initscriptdir=/etc/init.d
To start the script automatically on bootup, create hardlinks that
indicate when to start/stop in:
/etc/rc[S0123].d/
pointing to /etc/init.d/smartd. Create:
K<knum>smartd in rcS.d, rc0.d, rc1.d, rc2.d
S<snum>smartd in rc3.d
where <knum> is related to <snum> such that the higher snum is the
lower knum must be.
On usual configuration, '95' would be suitable for <snum> and '05'
for <knum> respectively. If you choose these value, you can
create hardlinks by:
cd /etc
sh -c 'for n in S 0 1 2; do ln init.d/smartd rc$n.d/K05smartd; done'
sh -c 'for n in 3 ; do ln init.d/smartd rc$n.d/S95smartd; done'
[8] Guidelines for Cygwin
=========================
Same as Red Hat:
./configure --prefix=/usr \
--sysconfdir=/etc \
--mandir='${prefix}/share/man'
OR EQUIVALENTLY
./configure --sbindir=/usr/sbin \
--sysconfdir=/etc \
--mandir=/usr/share/man \
--with-initscriptdir=/etc/rc.d/init.d \
--with-docdir=/usr/share/doc/smartmontools-VERSION
Using DOS text file type as default for the working directories ("textmode"
mount option) is not recommended. Building the binaries and man pages using
"make" is possible, but "make dist" and related targets work only with UNIX
file type ("binmode" mount option) set. The "autogen.sh" script prints a
warning if DOS type is selected.
[9] Guidelines for Windows
==========================
To compile the Windows release with MinGW, use the following on Cygwin:
./configure --build=mingw32
make
Instead of using "make install", copy the .exe files into
some directory in the PATH.
[10] Comments
============
To compile from another directory, you can replace the step
./configure [options]
by the following:
mkdir objdir
cd objdir
../configure [options]
To install to another destination (used mainly by package maintainers,
or to examine the package contents without risk of modifying any
system files) you can replace the step:
make install
with:
make DESTDIR=/home/myself/smartmontools-package install
Use a full path. Paths like ~/smartmontools-package may not work.
After installing smartmontools, you can read the man pages, and try
out the commands:
man smartd.conf
man smartctl
man smartd
/usr/sbin/smartctl -s on -o on -S on /dev/hda (only root can do this)
/usr/sbin/smartctl -a /dev/hda (only root can do this)
Note that the default location for the manual pages are
/usr/share/man/man5 and /usr/share/man/man8. If "man" doesn't find
them, you may need to add /usr/share/man to your MANPATH environment
variable.
Source and binary RPM packages are available at
http://sourceforge.net/project/showfiles.php?group_id=64297
Refer to http://smartmontools.sourceforge.net/index.html#howtodownload
for any additional download and installation instructions.
The following files are installed if ./configure has no options:
/usr/local/sbin/smartd [Executable daemon]
/usr/local/sbin/smartctl [Executable command-line utility]
/usr/local/etc/smartd.conf [Configuration file for smartd daemon]
/usr/local/etc/rc.d/init.d/smartd [Init/Startup script for smartd]
/usr/local/share/man/man5/smartd.conf.5 [Manual page]
/usr/local/share/man/man8/smartctl.8 [Manual page]
/usr/local/share/man/man8/smartd.8 [Manual page]
/usr/local/share/doc/smartmontools-5.X/AUTHORS [Information about the authors and developers]
/usr/local/share/doc/smartmontools-5.X/CHANGELOG [A log of changes. Also see CVS]
/usr/local/share/doc/smartmontools-5.X/COPYING [GNU General Public License Version 2]
/usr/local/share/doc/smartmontools-5.X/INSTALL [Installation instructions: what you're reading!]
/usr/local/share/doc/smartmontools-5.X/NEWS [Significant bugs discovered in old versions]
/usr/local/share/doc/smartmontools-5.X/README [Overview]
/usr/local/share/doc/smartmontools-5.X/TODO [Things that need to be done/fixed]
/usr/local/share/doc/smartmontools-5.X/WARNINGS [Systems where lockups or other serious problems were reported]
/usr/local/share/doc/smartmontools-5.X/smartd.conf [Example configuration file for smartd]
/usr/local/share/doc/smartmontools-5.X/examplescripts [Executable scripts for -M exec of smartd.conf (4 files)]
[11] Detailed description of arguments to configure command
===========================================================
When you type:
./configure [options]
there are six particularly important variables that affect where the
smartmontools software is installed. The variables are listed here,
with their default values in square brackets, and the quantities that
they affect described following that. This is a very wide table: please read
it in a wide window.
OPTIONS DEFAULT AFFECTS
------- ------- -------
--prefix /usr/local Please see below
--sbindir ${prefix}/sbin Directory for smartd/smartctl executables;
Contents of smartd/smartctl man pages
--mandir ${prefix}/share/man Directory for smartctl/smartd/smartd.conf man pages
--sysconfdir ${prefix}/etc Directory for smartd.conf;
Contents of smartd executable;
Contents of smartd/smartd.conf man pages;
Directory for rc.d/init.d/smartd init script
--with-initscriptdir ${sysconfdir}/init.d/rc.d Location of init scripts
--with-docdir ${prefix}/share/doc/smartmontools-5.X Location of the documentation
--enable-sample --disable-sample Adds the string '.sample' to the names of the smartd.conf file and the smartd RC file
Here's an example:
If you set --prefix=/home/joe and none of the other four
variables then the different directories that are used would be:
--sbindir /home/joe/sbin
--mandir /home/joe/share/man
--sysconfdir /home/joe/etc
--with-initscriptdir /home/joe/etc/init.d/rc.d
--with-docdir /home/joe/doc/smartmontools-5.X
This is useful for test installs in a harmless subdirectory somewhere.
Here are the four possible cases for the four variables above:
Case 1:
--prefix not set
--variable not set
===> VARIABLE gets default value above
Case 2:
--prefix set
--variable not set
===> VARIABLE gets PREFIX/ prepended to default value above
Case 3:
--prefix not set
--variable set
===> VARIABLE gets value that is set
Case 4:
--prefix is set
--variable is set
===> PREFIX is IGNORED, VARIABLE gets value that is set
Here are the differences with and without --enable-sample, assuming
no other options specified (see above for details)
Case 1:
--enable-sample provided
==> Files installed are:
/usr/local/etc/smartd.conf.sample
/usr/local/etc/rc.d/init.d/smartd.sample
Case 2:
--disable-sample provided or parameter left out
==> Files installed are:
/usr/local/etc/smartd.conf
/usr/local/etc/rc.d/init.d/smartd
Additional information about using configure can be found here:
http://www.gnu.org/manual/autoconf-2.57/html_mono/autoconf.html#SEC139
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