4.3. Configuring or updating the kernel

As GNU/Linux users or system administrators, we need to bear in mind the possibilities the kernel offers us for adapting it to our requirements and equipment.

At installation time, GNU/Linux distributions provide a series of preconfigured and compiled binary Linux kernels and we will usually have to choose which kernel from the available set best adapts to our hardware. There are generic kernels, oriented at IDE devices, others at SCSI, others that offer a mix of device controllers [AR01] etc.

Another option during the installation is the kernel version. Distributions normally use an installation that they consider sufficiently tested and stable so that it does not cause any problems for its users. For example, nowadays many distributions come with versions 2.6.x of the kernel by default, since it is considered the most stable version (at the time the distribution was released). In certain cases, as an alternative, more modern versions may be offered during the installation, with improved support for more modern (latest generation) devices that perhaps had not been so extensively tested at the time when the distribution was published.

Distributors tend to modify the kernel to improve their distribution's behaviour or to correct errors detected in the kernel during tests. Another fairly common technique with commercial distributions is to disable problematic features that can cause errors for users or that require a specific machine configuration or when a specific feature is not considered sufficiently stable to be included enabled by default.

Example 4-6. Note

The possibility of updating and adapting the kernel offers a good adjustment to any system through tuning and optimisation.

This leads us to consider that no matter how well a distributor does the job of adapting the kernel to its distribution, we can always encounter a number of problems:

For these and other reasons we may not be happy with the kernel we have; in which case we have two possibilities: updating the distribution's binary kernel or tailoring it using the source.

Let's look at a few issues related to the different options and what they entail:

1) Updating the distribution's kernel: the distributor normally also publishes kernel updates as they are released. When the Linux community creates a new version of the kernel, every distributor joins it to its distribution and conducts the relevant tests. Following the test period, potential errors are identified, corrected and the relevant update of the kernel is made in relation to the one offered on the distribution's CDs. Users can download the new revision of the distribution from the website, or update it via some other automatic package system through a package repository. Normally, the system's version is verified, the new kernel is downloaded and the required changes are made so that the following time the system functions with the new kernel, maintaining the old version in case there are any problems.


This type of update simplifies the process for us a lot, but may not solve our problems, since our hardware may not yet be supported or the feature of the kernel to be tested is still not in the version that we have of the distribution; we need to remember that there is no reason for distributor to use the latest available version (for example in kernel.org) but rather the one it considers stable for its distribution.

If our hardware is not enabled by default in the new version either, we will find ourselves in the same situation. Or simply, if we want the latest version, this process is no use.

2) Tailoring the kernel (this process is described in detail in the following sections). In this case, we will go to the sources of the kernel and "manually" adjust the hardware or required characteristics. We will pass through a process of configuring and compiling the source code of the kernel so as to create a binary kernel that we will install on the system and thus have it available the following time the system is booted.

Here we may also encounter two more options, either by default we will obtain the "official" version of the kernel (kernel.org), or we can go to the sources provided by the distribution itself. We need to bear in mind that distributions like Debian and Fedora do a lot of work on adapting the kernel and correcting kernel errors that affect their distribution, which means that in some cases we may have additional corrections to the kernel's original code. Once again, the sources offered by the distribution do not necessarily have to correspond to the latest published version.


This system allows us maximum reliability and control, but at a high administration cost; since we will need to have extensive knowledge of the devices and characteristics that we are selecting (what they mean and what implications they may have), in addition to the consequences that the decisions we make may imply.