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1 | Using the initial RAM disk (initrd) | ||
2 | =================================== | ||
3 | |||
4 | Written 1996,2000 by Werner Almesberger <werner.almesberger@epfl.ch> and | ||
5 | Hans Lermen <lermen@fgan.de> | ||
6 | |||
7 | |||
8 | initrd provides the capability to load a RAM disk by the boot loader. | ||
9 | This RAM disk can then be mounted as the root file system and programs | ||
10 | can be run from it. Afterwards, a new root file system can be mounted | ||
11 | from a different device. The previous root (from initrd) is then moved | ||
12 | to a directory and can be subsequently unmounted. | ||
13 | |||
14 | initrd is mainly designed to allow system startup to occur in two phases, | ||
15 | where the kernel comes up with a minimum set of compiled-in drivers, and | ||
16 | where additional modules are loaded from initrd. | ||
17 | |||
18 | This document gives a brief overview of the use of initrd. A more detailed | ||
19 | discussion of the boot process can be found in [1]. | ||
20 | |||
21 | |||
22 | Operation | ||
23 | --------- | ||
24 | |||
25 | When using initrd, the system typically boots as follows: | ||
26 | |||
27 | 1) the boot loader loads the kernel and the initial RAM disk | ||
28 | 2) the kernel converts initrd into a "normal" RAM disk and | ||
29 | frees the memory used by initrd | ||
30 | 3) initrd is mounted read-write as root | ||
31 | 4) /linuxrc is executed (this can be any valid executable, including | ||
32 | shell scripts; it is run with uid 0 and can do basically everything | ||
33 | init can do) | ||
34 | 5) linuxrc mounts the "real" root file system | ||
35 | 6) linuxrc places the root file system at the root directory using the | ||
36 | pivot_root system call | ||
37 | 7) the usual boot sequence (e.g. invocation of /sbin/init) is performed | ||
38 | on the root file system | ||
39 | 8) the initrd file system is removed | ||
40 | |||
41 | Note that changing the root directory does not involve unmounting it. | ||
42 | It is therefore possible to leave processes running on initrd during that | ||
43 | procedure. Also note that file systems mounted under initrd continue to | ||
44 | be accessible. | ||
45 | |||
46 | |||
47 | Boot command-line options | ||
48 | ------------------------- | ||
49 | |||
50 | initrd adds the following new options: | ||
51 | |||
52 | initrd=<path> (e.g. LOADLIN) | ||
53 | |||
54 | Loads the specified file as the initial RAM disk. When using LILO, you | ||
55 | have to specify the RAM disk image file in /etc/lilo.conf, using the | ||
56 | INITRD configuration variable. | ||
57 | |||
58 | noinitrd | ||
59 | |||
60 | initrd data is preserved but it is not converted to a RAM disk and | ||
61 | the "normal" root file system is mounted. initrd data can be read | ||
62 | from /dev/initrd. Note that the data in initrd can have any structure | ||
63 | in this case and doesn't necessarily have to be a file system image. | ||
64 | This option is used mainly for debugging. | ||
65 | |||
66 | Note: /dev/initrd is read-only and it can only be used once. As soon | ||
67 | as the last process has closed it, all data is freed and /dev/initrd | ||
68 | can't be opened anymore. | ||
69 | |||
70 | root=/dev/ram0 (without devfs) | ||
71 | root=/dev/rd/0 (with devfs) | ||
72 | |||
73 | initrd is mounted as root, and the normal boot procedure is followed, | ||
74 | with the RAM disk still mounted as root. | ||
75 | |||
76 | |||
77 | Installation | ||
78 | ------------ | ||
79 | |||
80 | First, a directory for the initrd file system has to be created on the | ||
81 | "normal" root file system, e.g. | ||
82 | |||
83 | # mkdir /initrd | ||
84 | |||
85 | The name is not relevant. More details can be found on the pivot_root(2) | ||
86 | man page. | ||
87 | |||
88 | If the root file system is created during the boot procedure (i.e. if | ||
89 | you're building an install floppy), the root file system creation | ||
90 | procedure should create the /initrd directory. | ||
91 | |||
92 | If initrd will not be mounted in some cases, its content is still | ||
93 | accessible if the following device has been created (note that this | ||
94 | does not work if using devfs): | ||
95 | |||
96 | # mknod /dev/initrd b 1 250 | ||
97 | # chmod 400 /dev/initrd | ||
98 | |||
99 | Second, the kernel has to be compiled with RAM disk support and with | ||
100 | support for the initial RAM disk enabled. Also, at least all components | ||
101 | needed to execute programs from initrd (e.g. executable format and file | ||
102 | system) must be compiled into the kernel. | ||
103 | |||
104 | Third, you have to create the RAM disk image. This is done by creating a | ||
105 | file system on a block device, copying files to it as needed, and then | ||
106 | copying the content of the block device to the initrd file. With recent | ||
107 | kernels, at least three types of devices are suitable for that: | ||
108 | |||
109 | - a floppy disk (works everywhere but it's painfully slow) | ||
110 | - a RAM disk (fast, but allocates physical memory) | ||
111 | - a loopback device (the most elegant solution) | ||
112 | |||
113 | We'll describe the loopback device method: | ||
114 | |||
115 | 1) make sure loopback block devices are configured into the kernel | ||
116 | 2) create an empty file system of the appropriate size, e.g. | ||
117 | # dd if=/dev/zero of=initrd bs=300k count=1 | ||
118 | # mke2fs -F -m0 initrd | ||
119 | (if space is critical, you may want to use the Minix FS instead of Ext2) | ||
120 | 3) mount the file system, e.g. | ||
121 | # mount -t ext2 -o loop initrd /mnt | ||
122 | 4) create the console device (not necessary if using devfs, but it can't | ||
123 | hurt to do it anyway): | ||
124 | # mkdir /mnt/dev | ||
125 | # mknod /mnt/dev/console c 5 1 | ||
126 | 5) copy all the files that are needed to properly use the initrd | ||
127 | environment. Don't forget the most important file, /linuxrc | ||
128 | Note that /linuxrc's permissions must include "x" (execute). | ||
129 | 6) correct operation the initrd environment can frequently be tested | ||
130 | even without rebooting with the command | ||
131 | # chroot /mnt /linuxrc | ||
132 | This is of course limited to initrds that do not interfere with the | ||
133 | general system state (e.g. by reconfiguring network interfaces, | ||
134 | overwriting mounted devices, trying to start already running demons, | ||
135 | etc. Note however that it is usually possible to use pivot_root in | ||
136 | such a chroot'ed initrd environment.) | ||
137 | 7) unmount the file system | ||
138 | # umount /mnt | ||
139 | 8) the initrd is now in the file "initrd". Optionally, it can now be | ||
140 | compressed | ||
141 | # gzip -9 initrd | ||
142 | |||
143 | For experimenting with initrd, you may want to take a rescue floppy and | ||
144 | only add a symbolic link from /linuxrc to /bin/sh. Alternatively, you | ||
145 | can try the experimental newlib environment [2] to create a small | ||
146 | initrd. | ||
147 | |||
148 | Finally, you have to boot the kernel and load initrd. Almost all Linux | ||
149 | boot loaders support initrd. Since the boot process is still compatible | ||
150 | with an older mechanism, the following boot command line parameters | ||
151 | have to be given: | ||
152 | |||
153 | root=/dev/ram0 init=/linuxrc rw | ||
154 | |||
155 | if not using devfs, or | ||
156 | |||
157 | root=/dev/rd/0 init=/linuxrc rw | ||
158 | |||
159 | if using devfs. (rw is only necessary if writing to the initrd file | ||
160 | system.) | ||
161 | |||
162 | With LOADLIN, you simply execute | ||
163 | |||
164 | LOADLIN <kernel> initrd=<disk_image> | ||
165 | e.g. LOADLIN C:\LINUX\BZIMAGE initrd=C:\LINUX\INITRD.GZ root=/dev/ram0 | ||
166 | init=/linuxrc rw | ||
167 | |||
168 | With LILO, you add the option INITRD=<path> to either the global section | ||
169 | or to the section of the respective kernel in /etc/lilo.conf, and pass | ||
170 | the options using APPEND, e.g. | ||
171 | |||
172 | image = /bzImage | ||
173 | initrd = /boot/initrd.gz | ||
174 | append = "root=/dev/ram0 init=/linuxrc rw" | ||
175 | |||
176 | and run /sbin/lilo | ||
177 | |||
178 | For other boot loaders, please refer to the respective documentation. | ||
179 | |||
180 | Now you can boot and enjoy using initrd. | ||
181 | |||
182 | |||
183 | Changing the root device | ||
184 | ------------------------ | ||
185 | |||
186 | When finished with its duties, linuxrc typically changes the root device | ||
187 | and proceeds with starting the Linux system on the "real" root device. | ||
188 | |||
189 | The procedure involves the following steps: | ||
190 | - mounting the new root file system | ||
191 | - turning it into the root file system | ||
192 | - removing all accesses to the old (initrd) root file system | ||
193 | - unmounting the initrd file system and de-allocating the RAM disk | ||
194 | |||
195 | Mounting the new root file system is easy: it just needs to be mounted on | ||
196 | a directory under the current root. Example: | ||
197 | |||
198 | # mkdir /new-root | ||
199 | # mount -o ro /dev/hda1 /new-root | ||
200 | |||
201 | The root change is accomplished with the pivot_root system call, which | ||
202 | is also available via the pivot_root utility (see pivot_root(8) man | ||
203 | page; pivot_root is distributed with util-linux version 2.10h or higher | ||
204 | [3]). pivot_root moves the current root to a directory under the new | ||
205 | root, and puts the new root at its place. The directory for the old root | ||
206 | must exist before calling pivot_root. Example: | ||
207 | |||
208 | # cd /new-root | ||
209 | # mkdir initrd | ||
210 | # pivot_root . initrd | ||
211 | |||
212 | Now, the linuxrc process may still access the old root via its | ||
213 | executable, shared libraries, standard input/output/error, and its | ||
214 | current root directory. All these references are dropped by the | ||
215 | following command: | ||
216 | |||
217 | # exec chroot . what-follows <dev/console >dev/console 2>&1 | ||
218 | |||
219 | Where what-follows is a program under the new root, e.g. /sbin/init | ||
220 | If the new root file system will be used with devfs and has no valid | ||
221 | /dev directory, devfs must be mounted before invoking chroot in order to | ||
222 | provide /dev/console. | ||
223 | |||
224 | Note: implementation details of pivot_root may change with time. In order | ||
225 | to ensure compatibility, the following points should be observed: | ||
226 | |||
227 | - before calling pivot_root, the current directory of the invoking | ||
228 | process should point to the new root directory | ||
229 | - use . as the first argument, and the _relative_ path of the directory | ||
230 | for the old root as the second argument | ||
231 | - a chroot program must be available under the old and the new root | ||
232 | - chroot to the new root afterwards | ||
233 | - use relative paths for dev/console in the exec command | ||
234 | |||
235 | Now, the initrd can be unmounted and the memory allocated by the RAM | ||
236 | disk can be freed: | ||
237 | |||
238 | # umount /initrd | ||
239 | # blockdev --flushbufs /dev/ram0 # /dev/rd/0 if using devfs | ||
240 | |||
241 | It is also possible to use initrd with an NFS-mounted root, see the | ||
242 | pivot_root(8) man page for details. | ||
243 | |||
244 | Note: if linuxrc or any program exec'ed from it terminates for some | ||
245 | reason, the old change_root mechanism is invoked (see section "Obsolete | ||
246 | root change mechanism"). | ||
247 | |||
248 | |||
249 | Usage scenarios | ||
250 | --------------- | ||
251 | |||
252 | The main motivation for implementing initrd was to allow for modular | ||
253 | kernel configuration at system installation. The procedure would work | ||
254 | as follows: | ||
255 | |||
256 | 1) system boots from floppy or other media with a minimal kernel | ||
257 | (e.g. support for RAM disks, initrd, a.out, and the Ext2 FS) and | ||
258 | loads initrd | ||
259 | 2) /linuxrc determines what is needed to (1) mount the "real" root FS | ||
260 | (i.e. device type, device drivers, file system) and (2) the | ||
261 | distribution media (e.g. CD-ROM, network, tape, ...). This can be | ||
262 | done by asking the user, by auto-probing, or by using a hybrid | ||
263 | approach. | ||
264 | 3) /linuxrc loads the necessary kernel modules | ||
265 | 4) /linuxrc creates and populates the root file system (this doesn't | ||
266 | have to be a very usable system yet) | ||
267 | 5) /linuxrc invokes pivot_root to change the root file system and | ||
268 | execs - via chroot - a program that continues the installation | ||
269 | 6) the boot loader is installed | ||
270 | 7) the boot loader is configured to load an initrd with the set of | ||
271 | modules that was used to bring up the system (e.g. /initrd can be | ||
272 | modified, then unmounted, and finally, the image is written from | ||
273 | /dev/ram0 or /dev/rd/0 to a file) | ||
274 | 8) now the system is bootable and additional installation tasks can be | ||
275 | performed | ||
276 | |||
277 | The key role of initrd here is to re-use the configuration data during | ||
278 | normal system operation without requiring the use of a bloated "generic" | ||
279 | kernel or re-compiling or re-linking the kernel. | ||
280 | |||
281 | A second scenario is for installations where Linux runs on systems with | ||
282 | different hardware configurations in a single administrative domain. In | ||
283 | such cases, it is desirable to generate only a small set of kernels | ||
284 | (ideally only one) and to keep the system-specific part of configuration | ||
285 | information as small as possible. In this case, a common initrd could be | ||
286 | generated with all the necessary modules. Then, only /linuxrc or a file | ||
287 | read by it would have to be different. | ||
288 | |||
289 | A third scenario are more convenient recovery disks, because information | ||
290 | like the location of the root FS partition doesn't have to be provided at | ||
291 | boot time, but the system loaded from initrd can invoke a user-friendly | ||
292 | dialog and it can also perform some sanity checks (or even some form of | ||
293 | auto-detection). | ||
294 | |||
295 | Last not least, CD-ROM distributors may use it for better installation | ||
296 | from CD, e.g. by using a boot floppy and bootstrapping a bigger RAM disk | ||
297 | via initrd from CD; or by booting via a loader like LOADLIN or directly | ||
298 | from the CD-ROM, and loading the RAM disk from CD without need of | ||
299 | floppies. | ||
300 | |||
301 | |||
302 | Obsolete root change mechanism | ||
303 | ------------------------------ | ||
304 | |||
305 | The following mechanism was used before the introduction of pivot_root. | ||
306 | Current kernels still support it, but you should _not_ rely on its | ||
307 | continued availability. | ||
308 | |||
309 | It works by mounting the "real" root device (i.e. the one set with rdev | ||
310 | in the kernel image or with root=... at the boot command line) as the | ||
311 | root file system when linuxrc exits. The initrd file system is then | ||
312 | unmounted, or, if it is still busy, moved to a directory /initrd, if | ||
313 | such a directory exists on the new root file system. | ||
314 | |||
315 | In order to use this mechanism, you do not have to specify the boot | ||
316 | command options root, init, or rw. (If specified, they will affect | ||
317 | the real root file system, not the initrd environment.) | ||
318 | |||
319 | If /proc is mounted, the "real" root device can be changed from within | ||
320 | linuxrc by writing the number of the new root FS device to the special | ||
321 | file /proc/sys/kernel/real-root-dev, e.g. | ||
322 | |||
323 | # echo 0x301 >/proc/sys/kernel/real-root-dev | ||
324 | |||
325 | Note that the mechanism is incompatible with NFS and similar file | ||
326 | systems. | ||
327 | |||
328 | This old, deprecated mechanism is commonly called "change_root", while | ||
329 | the new, supported mechanism is called "pivot_root". | ||
330 | |||
331 | |||
332 | Resources | ||
333 | --------- | ||
334 | |||
335 | [1] Almesberger, Werner; "Booting Linux: The History and the Future" | ||
336 | http://www.almesberger.net/cv/papers/ols2k-9.ps.gz | ||
337 | [2] newlib package (experimental), with initrd example | ||
338 | http://sources.redhat.com/newlib/ | ||
339 | [3] Brouwer, Andries; "util-linux: Miscellaneous utilities for Linux" | ||
340 | ftp://ftp.win.tue.nl/pub/linux-local/utils/util-linux/ | ||