| Using the initial RAM disk (initrd) |
| =================================== |
| |
| Written 1996,2000 by Werner Almesberger <werner.almesberger@epfl.ch> and |
| Hans Lermen <lermen@fgan.de> |
| |
| |
| initrd provides the capability to load a RAM disk by the boot loader. |
| This RAM disk can then be mounted as the root file system and programs |
| can be run from it. Afterwards, a new root file system can be mounted |
| from a different device. The previous root (from initrd) is then moved |
| to a directory and can be subsequently unmounted. |
| |
| initrd is mainly designed to allow system startup to occur in two phases, |
| where the kernel comes up with a minimum set of compiled-in drivers, and |
| where additional modules are loaded from initrd. |
| |
| This document gives a brief overview of the use of initrd. A more detailed |
| discussion of the boot process can be found in [1]. |
| |
| |
| Operation |
| --------- |
| |
| When using initrd, the system typically boots as follows: |
| |
| 1) the boot loader loads the kernel and the initial RAM disk |
| 2) the kernel converts initrd into a "normal" RAM disk and |
| frees the memory used by initrd |
| 3) initrd is mounted read-write as root |
| 4) /linuxrc is executed (this can be any valid executable, including |
| shell scripts; it is run with uid 0 and can do basically everything |
| init can do) |
| 5) linuxrc mounts the "real" root file system |
| 6) linuxrc places the root file system at the root directory using the |
| pivot_root system call |
| 7) the usual boot sequence (e.g. invocation of /sbin/init) is performed |
| on the root file system |
| 8) the initrd file system is removed |
| |
| Note that changing the root directory does not involve unmounting it. |
| It is therefore possible to leave processes running on initrd during that |
| procedure. Also note that file systems mounted under initrd continue to |
| be accessible. |
| |
| |
| Boot command-line options |
| ------------------------- |
| |
| initrd adds the following new options: |
| |
| initrd=<path> (e.g. LOADLIN) |
| |
| Loads the specified file as the initial RAM disk. When using LILO, you |
| have to specify the RAM disk image file in /etc/lilo.conf, using the |
| INITRD configuration variable. |
| |
| noinitrd |
| |
| initrd data is preserved but it is not converted to a RAM disk and |
| the "normal" root file system is mounted. initrd data can be read |
| from /dev/initrd. Note that the data in initrd can have any structure |
| in this case and doesn't necessarily have to be a file system image. |
| This option is used mainly for debugging. |
| |
| Note: /dev/initrd is read-only and it can only be used once. As soon |
| as the last process has closed it, all data is freed and /dev/initrd |
| can't be opened anymore. |
| |
| root=/dev/ram0 (without devfs) |
| root=/dev/rd/0 (with devfs) |
| |
| initrd is mounted as root, and the normal boot procedure is followed, |
| with the RAM disk still mounted as root. |
| |
| |
| Installation |
| ------------ |
| |
| First, a directory for the initrd file system has to be created on the |
| "normal" root file system, e.g. |
| |
| # mkdir /initrd |
| |
| The name is not relevant. More details can be found on the pivot_root(2) |
| man page. |
| |
| If the root file system is created during the boot procedure (i.e. if |
| you're building an install floppy), the root file system creation |
| procedure should create the /initrd directory. |
| |
| If initrd will not be mounted in some cases, its content is still |
| accessible if the following device has been created (note that this |
| does not work if using devfs): |
| |
| # mknod /dev/initrd b 1 250 |
| # chmod 400 /dev/initrd |
| |
| Second, the kernel has to be compiled with RAM disk support and with |
| support for the initial RAM disk enabled. Also, at least all components |
| needed to execute programs from initrd (e.g. executable format and file |
| system) must be compiled into the kernel. |
| |
| Third, you have to create the RAM disk image. This is done by creating a |
| file system on a block device, copying files to it as needed, and then |
| copying the content of the block device to the initrd file. With recent |
| kernels, at least three types of devices are suitable for that: |
| |
| - a floppy disk (works everywhere but it's painfully slow) |
| - a RAM disk (fast, but allocates physical memory) |
| - a loopback device (the most elegant solution) |
| |
| We'll describe the loopback device method: |
| |
| 1) make sure loopback block devices are configured into the kernel |
| 2) create an empty file system of the appropriate size, e.g. |
| # dd if=/dev/zero of=initrd bs=300k count=1 |
| # mke2fs -F -m0 initrd |
| (if space is critical, you may want to use the Minix FS instead of Ext2) |
| 3) mount the file system, e.g. |
| # mount -t ext2 -o loop initrd /mnt |
| 4) create the console device (not necessary if using devfs, but it can't |
| hurt to do it anyway): |
| # mkdir /mnt/dev |
| # mknod /mnt/dev/console c 5 1 |
| 5) copy all the files that are needed to properly use the initrd |
| environment. Don't forget the most important file, /linuxrc |
| Note that /linuxrc's permissions must include "x" (execute). |
| 6) correct operation the initrd environment can frequently be tested |
| even without rebooting with the command |
| # chroot /mnt /linuxrc |
| This is of course limited to initrds that do not interfere with the |
| general system state (e.g. by reconfiguring network interfaces, |
| overwriting mounted devices, trying to start already running demons, |
| etc. Note however that it is usually possible to use pivot_root in |
| such a chroot'ed initrd environment.) |
| 7) unmount the file system |
| # umount /mnt |
| 8) the initrd is now in the file "initrd". Optionally, it can now be |
| compressed |
| # gzip -9 initrd |
| |
| For experimenting with initrd, you may want to take a rescue floppy and |
| only add a symbolic link from /linuxrc to /bin/sh. Alternatively, you |
| can try the experimental newlib environment [2] to create a small |
| initrd. |
| |
| Finally, you have to boot the kernel and load initrd. Almost all Linux |
| boot loaders support initrd. Since the boot process is still compatible |
| with an older mechanism, the following boot command line parameters |
| have to be given: |
| |
| root=/dev/ram0 init=/linuxrc rw |
| |
| if not using devfs, or |
| |
| root=/dev/rd/0 init=/linuxrc rw |
| |
| if using devfs. (rw is only necessary if writing to the initrd file |
| system.) |
| |
| With LOADLIN, you simply execute |
| |
| LOADLIN <kernel> initrd=<disk_image> |
| e.g. LOADLIN C:\LINUX\BZIMAGE initrd=C:\LINUX\INITRD.GZ root=/dev/ram0 |
| init=/linuxrc rw |
| |
| With LILO, you add the option INITRD=<path> to either the global section |
| or to the section of the respective kernel in /etc/lilo.conf, and pass |
| the options using APPEND, e.g. |
| |
| image = /bzImage |
| initrd = /boot/initrd.gz |
| append = "root=/dev/ram0 init=/linuxrc rw" |
| |
| and run /sbin/lilo |
| |
| For other boot loaders, please refer to the respective documentation. |
| |
| Now you can boot and enjoy using initrd. |
| |
| |
| Changing the root device |
| ------------------------ |
| |
| When finished with its duties, linuxrc typically changes the root device |
| and proceeds with starting the Linux system on the "real" root device. |
| |
| The procedure involves the following steps: |
| - mounting the new root file system |
| - turning it into the root file system |
| - removing all accesses to the old (initrd) root file system |
| - unmounting the initrd file system and de-allocating the RAM disk |
| |
| Mounting the new root file system is easy: it just needs to be mounted on |
| a directory under the current root. Example: |
| |
| # mkdir /new-root |
| # mount -o ro /dev/hda1 /new-root |
| |
| The root change is accomplished with the pivot_root system call, which |
| is also available via the pivot_root utility (see pivot_root(8) man |
| page; pivot_root is distributed with util-linux version 2.10h or higher |
| [3]). pivot_root moves the current root to a directory under the new |
| root, and puts the new root at its place. The directory for the old root |
| must exist before calling pivot_root. Example: |
| |
| # cd /new-root |
| # mkdir initrd |
| # pivot_root . initrd |
| |
| Now, the linuxrc process may still access the old root via its |
| executable, shared libraries, standard input/output/error, and its |
| current root directory. All these references are dropped by the |
| following command: |
| |
| # exec chroot . what-follows <dev/console >dev/console 2>&1 |
| |
| Where what-follows is a program under the new root, e.g. /sbin/init |
| If the new root file system will be used with devfs and has no valid |
| /dev directory, devfs must be mounted before invoking chroot in order to |
| provide /dev/console. |
| |
| Note: implementation details of pivot_root may change with time. In order |
| to ensure compatibility, the following points should be observed: |
| |
| - before calling pivot_root, the current directory of the invoking |
| process should point to the new root directory |
| - use . as the first argument, and the _relative_ path of the directory |
| for the old root as the second argument |
| - a chroot program must be available under the old and the new root |
| - chroot to the new root afterwards |
| - use relative paths for dev/console in the exec command |
| |
| Now, the initrd can be unmounted and the memory allocated by the RAM |
| disk can be freed: |
| |
| # umount /initrd |
| # blockdev --flushbufs /dev/ram0 # /dev/rd/0 if using devfs |
| |
| It is also possible to use initrd with an NFS-mounted root, see the |
| pivot_root(8) man page for details. |
| |
| Note: if linuxrc or any program exec'ed from it terminates for some |
| reason, the old change_root mechanism is invoked (see section "Obsolete |
| root change mechanism"). |
| |
| |
| Usage scenarios |
| --------------- |
| |
| The main motivation for implementing initrd was to allow for modular |
| kernel configuration at system installation. The procedure would work |
| as follows: |
| |
| 1) system boots from floppy or other media with a minimal kernel |
| (e.g. support for RAM disks, initrd, a.out, and the Ext2 FS) and |
| loads initrd |
| 2) /linuxrc determines what is needed to (1) mount the "real" root FS |
| (i.e. device type, device drivers, file system) and (2) the |
| distribution media (e.g. CD-ROM, network, tape, ...). This can be |
| done by asking the user, by auto-probing, or by using a hybrid |
| approach. |
| 3) /linuxrc loads the necessary kernel modules |
| 4) /linuxrc creates and populates the root file system (this doesn't |
| have to be a very usable system yet) |
| 5) /linuxrc invokes pivot_root to change the root file system and |
| execs - via chroot - a program that continues the installation |
| 6) the boot loader is installed |
| 7) the boot loader is configured to load an initrd with the set of |
| modules that was used to bring up the system (e.g. /initrd can be |
| modified, then unmounted, and finally, the image is written from |
| /dev/ram0 or /dev/rd/0 to a file) |
| 8) now the system is bootable and additional installation tasks can be |
| performed |
| |
| The key role of initrd here is to re-use the configuration data during |
| normal system operation without requiring the use of a bloated "generic" |
| kernel or re-compiling or re-linking the kernel. |
| |
| A second scenario is for installations where Linux runs on systems with |
| different hardware configurations in a single administrative domain. In |
| such cases, it is desirable to generate only a small set of kernels |
| (ideally only one) and to keep the system-specific part of configuration |
| information as small as possible. In this case, a common initrd could be |
| generated with all the necessary modules. Then, only /linuxrc or a file |
| read by it would have to be different. |
| |
| A third scenario are more convenient recovery disks, because information |
| like the location of the root FS partition doesn't have to be provided at |
| boot time, but the system loaded from initrd can invoke a user-friendly |
| dialog and it can also perform some sanity checks (or even some form of |
| auto-detection). |
| |
| Last not least, CD-ROM distributors may use it for better installation |
| from CD, e.g. by using a boot floppy and bootstrapping a bigger RAM disk |
| via initrd from CD; or by booting via a loader like LOADLIN or directly |
| from the CD-ROM, and loading the RAM disk from CD without need of |
| floppies. |
| |
| |
| Obsolete root change mechanism |
| ------------------------------ |
| |
| The following mechanism was used before the introduction of pivot_root. |
| Current kernels still support it, but you should _not_ rely on its |
| continued availability. |
| |
| It works by mounting the "real" root device (i.e. the one set with rdev |
| in the kernel image or with root=... at the boot command line) as the |
| root file system when linuxrc exits. The initrd file system is then |
| unmounted, or, if it is still busy, moved to a directory /initrd, if |
| such a directory exists on the new root file system. |
| |
| In order to use this mechanism, you do not have to specify the boot |
| command options root, init, or rw. (If specified, they will affect |
| the real root file system, not the initrd environment.) |
| |
| If /proc is mounted, the "real" root device can be changed from within |
| linuxrc by writing the number of the new root FS device to the special |
| file /proc/sys/kernel/real-root-dev, e.g. |
| |
| # echo 0x301 >/proc/sys/kernel/real-root-dev |
| |
| Note that the mechanism is incompatible with NFS and similar file |
| systems. |
| |
| This old, deprecated mechanism is commonly called "change_root", while |
| the new, supported mechanism is called "pivot_root". |
| |
| |
| Resources |
| --------- |
| |
| [1] Almesberger, Werner; "Booting Linux: The History and the Future" |
| http://www.almesberger.net/cv/papers/ols2k-9.ps.gz |
| [2] newlib package (experimental), with initrd example |
| http://sources.redhat.com/newlib/ |
| [3] Brouwer, Andries; "util-linux: Miscellaneous utilities for Linux" |
| ftp://ftp.win.tue.nl/pub/linux-local/utils/util-linux/ |