initrd.txt
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- 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:LINUXBZIMAGE initrd=C:LINUXINITRD.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"
- ftp://icaftp.epfl.ch/pub/people/almesber/booting/bootinglinux-current.ps.gz
- [2] newlib package (experimental), with initrd example
- ftp://icaftp.epfl.ch/pub/people/almesber/misc/newlib-linux/
- [3] Brouwer, Andries; "util-linux: Miscellaneous utilities for Linux"
- ftp://ftp.win.tue.nl/pub/linux-local/utils/util-linux/