Build & Release

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Many software packages for the various flavors of UNIX and Linux come as compressed archives of source files. The same package may be "built" to run on different target machines, and this saves the author of the software from having to produce multiple versions. A single distribution of a software package may thus end up running, in various incarnations, on an Intel box, a DEC Alpha, a RISC workstation, or even a mainframe. Unfortunately, this puts the responsibility of actually "building" and installing the software on the end user, the de facto "system administrator", the fellow sitting at the keyboard -- you. Take heart, though, the process is not nearly as terrifying or mysterious as it seems, as this guide will demonstrate.

Unpacking the Files

You have downloaded or otherwise acquired a software package. Most likely it is archived (tarred) and compressed (gzipped), in .tar.gz or .tgz form (familiarly known as a "tarball"). First copy it to a working directory. Then untar and gunzip it. The appropriate command for this is tar xzvf filename, where filename is the name of the software file, of course. The de-archiving process will usually install the appropriate files in subdirectories it will create. Note that if the package name has a .Z suffix, then the above procedure will serve just as well, though running uncompress, followed by a tar xvf also works. You may preview this process by a tar tzvf filename, which lists the files in the archive without actually unpacking them.

The above method of unpacking "tarballs" is equivalent to either of the following:

  • gzip -cd filename | tar xvf -
  • gunzip -c filename | tar xvf -

(The '-' causes the tar command to take its input from stdin.)

Source files in the new bzip2 (.bz2) format can be unarchived by a bzip2 -cd filename | tar xvf -, or, more simply by a tar xyvf filename, assuming that tar has been appropriately patched (refer to the Bzip2 HOWTO for details). Debian Linux uses a different patch for tar, one written by Hiroshi Takekawa, so that the -I, --bzip2, --bunzip2 options work with that particular tar version.

Sometimes the archived file must be untarred and installed from the user's home directory, or perhaps in a certain other directory, such as /, /usr/src, or /opt, as specified in the package's config info. Should you get an error message attempting to untar it, this may be the reason. Read the package docs, especially the README and/or Install files, if present, and edit the config files and/or Makefiles as necessary, consistent with the installation instructions. Note that you would not ordinarily alter the Imake file, since this could have unforseen consequences. Most software packages permit automating this process by running make install to emplace the binaries in the appropriate system areas.

  • You might encounter shar files, or shell archives, especially in the source code newsgroups on the Internet. These remain in use because they are readable to humans, and this permits newsgroup moderators to sort through them and reject unsuitable ones. They may be unpacked by the unshar filename.shar command. Otherwise the procedure for dealing with them is the same as for "tarballs".
  • Some source archives have been processed using nonstandard DOS, Mac, or even Amiga compression utilities such zip, arc, lha, arj, zoo, rar, and shk. Fortunately, Sunsite and other places have Linux uncompression utilities that can deal with most or all of these.

Occasionally, you may need to update or incorporate bug fixes into the unarchived source files using a patch or diff file that lists the changes. The doc files and/or README file will inform you should this be the case. The normal syntax for invoking Larry Wall's powerful patch utility is patch < patchfile.

You may now proceed to the build stage of the process.

Using Make

The Makefile is the key to the build process. In its simplest form, a Makefile is a script for compiling or building the "binaries", the executable portions of a package. The Makefile can also provide a means of updating a software package without having to recompile every single source file in it, but that is a different story (or a different article).

At some point, the Makefile launches cc or gcc. This is actually a preprocessor, a C (or C++) compiler, and a linker, invoked in that order. This process converts the source into the binaries, the actual executables.

Invoking make usually involves just typing make. This generally builds all the necessary executable files for the package in question. However, make can also do other tasks, such as installing the files in their proper directories (make install) and removing stale object files (make clean). Running make -n permits previewing the build process, as it prints out all the commands that would be triggered by a make, without actually executing them.

Only the simplest software uses a generic Makefile. More complex installations require tailoring the Makefile according to the location of libraries, include files, and resources on your particular machine. This is especially the case when the build needs the X11 libraries to install. Imake and xmkmf accomplish this task.

An Imakefile is, to quote the man page, a "template" Makefile. The imake utility constructs a Makefile appropriate for your system from the Imakefile. In almost all cases, however, you would run xmkmf, a shell script that invokes imake, a front end for it. Check the README or INSTALL file included in the software archive for specific instructions. (If, after dearchiving the source files, there is an Imake file present in the base directory, this is a dead giveaway that xmkmf should be run.) Read the Imake and xmkmf man pages for a more detailed analysis of the procedure.

Be aware that xmkmf and make may need to be invoked as root, especially when doing a make install to move the binaries over to the /usr/bin or /usr/local/bin directories. Using make as an ordinary user without root privileges will likely result in write access denied error messages because you lack write permission to system directories. Check also that the binaries created have the proper execute permissions for you and any other appropriate users.

Invoking xmkmf uses the Imake file to build a new Makefile appropriate for your system. You would normally invoke xmkmf with the -a argument, to automatically do a make Makefiles, make includes, and make depend. This sets the variables and defines the library locations for the compiler and linker. Sometimes, there will be no Imake file, instead there will be an INSTALL or configure script that will accomplish this purpose. Note that if you run configure, it should be invoked as ./configure to ensure that the correct configure script in the current directory is called. In most cases, the README file included with the distribution will explain the install procedure.

It is usually a good idea to visually inspect the Makefile that xmkmf or one of the install scripts builds. The Makefile will normally be correct for your system, but you may occasionally be required to "tweak" it or correct errors manually.

Installing the freshly built binaries into the appropriate system directories is usually a matter of running make install as root. The usual directories for system-wide binaries on modern Linux distributions are /usr/bin, /usr/X11R6/bin, and /usr/local/bin. The preferred directory for new packages is /usr/local/bin, as this will keep separate binaries not part of the original Linux installation.

Packages originally targeted for commercial versions of UNIX may attempt to install in the /opt or other unfamiliar directory. This will, of course, result in an installation error if the intended installation directory does not exist. The simplest way to deal with this is to create, as root, an /opt directory, let the package install there, then add that directory to the PATH environmental variable. Alternatively, you may create symbolic links to the /usr/local/bin directory.

Your general installation procedure will therefore be:

  • Read the README file and other applicable docs.
  • Run xmkmf -a, or the INSTALL or configure script.
  • Check the Makefile.
  • If necessary, run make clean, make Makefiles, make includes, and make depend.
  • Run make.
  • Check file permissions.
  • If necessary, run make install.

Notes:

  • You would not normally build a package as root. Doing an su to root is only necessary for installing the compiled binaries into system directories.
  • After becoming familiar with make and its uses, you may wish to add additional optimization options passed to gcc in the standard Makefile included or created in the package you are installing. Some of these common options are -O2, -fomit-frame-pointer, -funroll-loops, and -mpentium (if you are running a Pentium cpu). Use caution and good sense when modifying a Makefile!
  • After the make creates the binaries, you may wish to strip them. The strip command removes the symbolic debugging information from the binaries, and reduces their size, often drastically. This also disables debugging, of course.
  • The Pack Distribution Project offers a different approach to creating archived software packages, based on a set of Python scripting tools for managing symbolic links to files installed in separate collection directories. These archives are ordinary tarballs, but they install in /coll and /pack directories. You may find it necessary to download the Pack-Collection from the above site should you ever run across one of these distributions.
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