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1Using the initial RAM disk (initrd)
2===================================
3
4Written 1996,2000 by Werner Almesberger <werner.almesberger@epfl.ch> and
5 Hans Lermen <lermen@fgan.de>
6
7
8initrd provides the capability to load a RAM disk by the boot loader.
9This RAM disk can then be mounted as the root file system and programs
10can be run from it. Afterwards, a new root file system can be mounted
11from a different device. The previous root (from initrd) is then moved
12to a directory and can be subsequently unmounted.
13
14initrd is mainly designed to allow system startup to occur in two phases,
15where the kernel comes up with a minimum set of compiled-in drivers, and
16where additional modules are loaded from initrd.
17
18This document gives a brief overview of the use of initrd. A more detailed
19discussion of the boot process can be found in [1].
20
21
22Operation
23---------
24
25When 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
41Note that changing the root directory does not involve unmounting it.
42It is therefore possible to leave processes running on initrd during that
43procedure. Also note that file systems mounted under initrd continue to
44be accessible.
45
46
47Boot command-line options
48-------------------------
49
50initrd 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
77Installation
78------------
79
80First, 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
85The name is not relevant. More details can be found on the pivot_root(2)
86man page.
87
88If the root file system is created during the boot procedure (i.e. if
89you're building an install floppy), the root file system creation
90procedure should create the /initrd directory.
91
92If initrd will not be mounted in some cases, its content is still
93accessible if the following device has been created (note that this
94does not work if using devfs):
95
96# mknod /dev/initrd b 1 250
97# chmod 400 /dev/initrd
98
99Second, the kernel has to be compiled with RAM disk support and with
100support for the initial RAM disk enabled. Also, at least all components
101needed to execute programs from initrd (e.g. executable format and file
102system) must be compiled into the kernel.
103
104Third, you have to create the RAM disk image. This is done by creating a
105file system on a block device, copying files to it as needed, and then
106copying the content of the block device to the initrd file. With recent
107kernels, 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
113We'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
143For experimenting with initrd, you may want to take a rescue floppy and
144only add a symbolic link from /linuxrc to /bin/sh. Alternatively, you
145can try the experimental newlib environment [2] to create a small
146initrd.
147
148Finally, you have to boot the kernel and load initrd. Almost all Linux
149boot loaders support initrd. Since the boot process is still compatible
150with an older mechanism, the following boot command line parameters
151have to be given:
152
153 root=/dev/ram0 init=/linuxrc rw
154
155if not using devfs, or
156
157 root=/dev/rd/0 init=/linuxrc rw
158
159if using devfs. (rw is only necessary if writing to the initrd file
160system.)
161
162With LOADLIN, you simply execute
163
164 LOADLIN <kernel> initrd=<disk_image>
165e.g. LOADLIN C:\LINUX\BZIMAGE initrd=C:\LINUX\INITRD.GZ root=/dev/ram0
166 init=/linuxrc rw
167
168With LILO, you add the option INITRD=<path> to either the global section
169or to the section of the respective kernel in /etc/lilo.conf, and pass
170the options using APPEND, e.g.
171
172 image = /bzImage
173 initrd = /boot/initrd.gz
174 append = "root=/dev/ram0 init=/linuxrc rw"
175
176and run /sbin/lilo
177
178For other boot loaders, please refer to the respective documentation.
179
180Now you can boot and enjoy using initrd.
181
182
183Changing the root device
184------------------------
185
186When finished with its duties, linuxrc typically changes the root device
187and proceeds with starting the Linux system on the "real" root device.
188
189The 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
195Mounting the new root file system is easy: it just needs to be mounted on
196a directory under the current root. Example:
197
198# mkdir /new-root
199# mount -o ro /dev/hda1 /new-root
200
201The root change is accomplished with the pivot_root system call, which
202is also available via the pivot_root utility (see pivot_root(8) man
203page; 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
205root, and puts the new root at its place. The directory for the old root
206must exist before calling pivot_root. Example:
207
208# cd /new-root
209# mkdir initrd
210# pivot_root . initrd
211
212Now, the linuxrc process may still access the old root via its
213executable, shared libraries, standard input/output/error, and its
214current root directory. All these references are dropped by the
215following command:
216
217# exec chroot . what-follows <dev/console >dev/console 2>&1
218
219Where what-follows is a program under the new root, e.g. /sbin/init
220If 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
222provide /dev/console.
223
224Note: implementation details of pivot_root may change with time. In order
225to 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
235Now, the initrd can be unmounted and the memory allocated by the RAM
236disk can be freed:
237
238# umount /initrd
239# blockdev --flushbufs /dev/ram0 # /dev/rd/0 if using devfs
240
241It is also possible to use initrd with an NFS-mounted root, see the
242pivot_root(8) man page for details.
243
244Note: if linuxrc or any program exec'ed from it terminates for some
245reason, the old change_root mechanism is invoked (see section "Obsolete
246root change mechanism").
247
248
249Usage scenarios
250---------------
251
252The main motivation for implementing initrd was to allow for modular
253kernel configuration at system installation. The procedure would work
254as 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
277The key role of initrd here is to re-use the configuration data during
278normal system operation without requiring the use of a bloated "generic"
279kernel or re-compiling or re-linking the kernel.
280
281A second scenario is for installations where Linux runs on systems with
282different hardware configurations in a single administrative domain. In
283such 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
285information as small as possible. In this case, a common initrd could be
286generated with all the necessary modules. Then, only /linuxrc or a file
287read by it would have to be different.
288
289A third scenario are more convenient recovery disks, because information
290like the location of the root FS partition doesn't have to be provided at
291boot time, but the system loaded from initrd can invoke a user-friendly
292dialog and it can also perform some sanity checks (or even some form of
293auto-detection).
294
295Last not least, CD-ROM distributors may use it for better installation
296from CD, e.g. by using a boot floppy and bootstrapping a bigger RAM disk
297via initrd from CD; or by booting via a loader like LOADLIN or directly
298from the CD-ROM, and loading the RAM disk from CD without need of
299floppies.
300
301
302Obsolete root change mechanism
303------------------------------
304
305The following mechanism was used before the introduction of pivot_root.
306Current kernels still support it, but you should _not_ rely on its
307continued availability.
308
309It works by mounting the "real" root device (i.e. the one set with rdev
310in the kernel image or with root=... at the boot command line) as the
311root file system when linuxrc exits. The initrd file system is then
312unmounted, or, if it is still busy, moved to a directory /initrd, if
313such a directory exists on the new root file system.
314
315In order to use this mechanism, you do not have to specify the boot
316command options root, init, or rw. (If specified, they will affect
317the real root file system, not the initrd environment.)
318
319If /proc is mounted, the "real" root device can be changed from within
320linuxrc by writing the number of the new root FS device to the special
321file /proc/sys/kernel/real-root-dev, e.g.
322
323 # echo 0x301 >/proc/sys/kernel/real-root-dev
324
325Note that the mechanism is incompatible with NFS and similar file
326systems.
327
328This old, deprecated mechanism is commonly called "change_root", while
329the new, supported mechanism is called "pivot_root".
330
331
332Resources
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/