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Linux/Documentation/admin-guide/nfs/nfsroot.rst

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  1 ===============================================
  2 Mounting the root filesystem via NFS (nfsroot)
  3 ===============================================
  4 
  5 :Authors:
  6         Written 1996 by Gero Kuhlmann <gero@gkminix.han.de>
  7 
  8         Updated 1997 by Martin Mares <mj@atrey.karlin.mff.cuni.cz>
  9 
 10         Updated 2006 by Nico Schottelius <nico-kernel-nfsroot@schottelius.org>
 11 
 12         Updated 2006 by Horms <horms@verge.net.au>
 13 
 14         Updated 2018 by Chris Novakovic <chris@chrisn.me.uk>
 15 
 16 
 17 
 18 In order to use a diskless system, such as an X-terminal or printer server for
 19 example, it is necessary for the root filesystem to be present on a non-disk
 20 device. This may be an initramfs (see
 21 Documentation/filesystems/ramfs-rootfs-initramfs.rst), a ramdisk (see
 22 Documentation/admin-guide/initrd.rst) or a filesystem mounted via NFS. The
 23 following text describes on how to use NFS for the root filesystem. For the rest
 24 of this text 'client' means the diskless system, and 'server' means the NFS
 25 server.
 26 
 27 
 28 
 29 
 30 Enabling nfsroot capabilities
 31 =============================
 32 
 33 In order to use nfsroot, NFS client support needs to be selected as
 34 built-in during configuration. Once this has been selected, the nfsroot
 35 option will become available, which should also be selected.
 36 
 37 In the networking options, kernel level autoconfiguration can be selected,
 38 along with the types of autoconfiguration to support. Selecting all of
 39 DHCP, BOOTP and RARP is safe.
 40 
 41 
 42 
 43 
 44 Kernel command line
 45 ===================
 46 
 47 When the kernel has been loaded by a boot loader (see below) it needs to be
 48 told what root fs device to use. And in the case of nfsroot, where to find
 49 both the server and the name of the directory on the server to mount as root.
 50 This can be established using the following kernel command line parameters:
 51 
 52 
 53 root=/dev/nfs
 54   This is necessary to enable the pseudo-NFS-device. Note that it's not a
 55   real device but just a synonym to tell the kernel to use NFS instead of
 56   a real device.
 57 
 58 
 59 nfsroot=[<server-ip>:]<root-dir>[,<nfs-options>]
 60   If the `nfsroot' parameter is NOT given on the command line,
 61   the default ``"/tftpboot/%s"`` will be used.
 62 
 63   <server-ip>   Specifies the IP address of the NFS server.
 64                 The default address is determined by the ip parameter
 65                 (see below). This parameter allows the use of different
 66                 servers for IP autoconfiguration and NFS.
 67 
 68   <root-dir>    Name of the directory on the server to mount as root.
 69                 If there is a "%s" token in the string, it will be
 70                 replaced by the ASCII-representation of the client's
 71                 IP address.
 72 
 73   <nfs-options> Standard NFS options. All options are separated by commas.
 74                 The following defaults are used::
 75 
 76                         port            = as given by server portmap daemon
 77                         rsize           = 4096
 78                         wsize           = 4096
 79                         timeo           = 7
 80                         retrans         = 3
 81                         acregmin        = 3
 82                         acregmax        = 60
 83                         acdirmin        = 30
 84                         acdirmax        = 60
 85                         flags           = hard, nointr, noposix, cto, ac
 86 
 87 
 88 ip=<client-ip>:<server-ip>:<gw-ip>:<netmask>:<hostname>:<device>:<autoconf>:<dns0-ip>:<dns1-ip>:<ntp0-ip>
 89   This parameter tells the kernel how to configure IP addresses of devices
 90   and also how to set up the IP routing table. It was originally called
 91   nfsaddrs, but now the boot-time IP configuration works independently of
 92   NFS, so it was renamed to ip and the old name remained as an alias for
 93   compatibility reasons.
 94 
 95   If this parameter is missing from the kernel command line, all fields are
 96   assumed to be empty, and the defaults mentioned below apply. In general
 97   this means that the kernel tries to configure everything using
 98   autoconfiguration.
 99 
100   The <autoconf> parameter can appear alone as the value to the ip
101   parameter (without all the ':' characters before).  If the value is
102   "ip=off" or "ip=none", no autoconfiguration will take place, otherwise
103   autoconfiguration will take place.  The most common way to use this
104   is "ip=dhcp".
105 
106   <client-ip>   IP address of the client.
107                 Default:  Determined using autoconfiguration.
108 
109   <server-ip>   IP address of the NFS server.
110                 If RARP is used to determine
111                 the client address and this parameter is NOT empty only
112                 replies from the specified server are accepted.
113 
114                 Only required for NFS root. That is autoconfiguration
115                 will not be triggered if it is missing and NFS root is not
116                 in operation.
117 
118                 Value is exported to /proc/net/pnp with the prefix "bootserver "
119                 (see below).
120 
121                 Default: Determined using autoconfiguration.
122                 The address of the autoconfiguration server is used.
123 
124   <gw-ip>       IP address of a gateway if the server is on a different subnet.
125                 Default: Determined using autoconfiguration.
126 
127   <netmask>     Netmask for local network interface.
128                 If unspecified the netmask is derived from the client IP address
129                 assuming classful addressing.
130 
131                 Default:  Determined using autoconfiguration.
132 
133   <hostname>    Name of the client.
134                 If a '.' character is present, anything
135                 before the first '.' is used as the client's hostname, and anything
136                 after it is used as its NIS domain name. May be supplied by
137                 autoconfiguration, but its absence will not trigger autoconfiguration.
138                 If specified and DHCP is used, the user-provided hostname (and NIS
139                 domain name, if present) will be carried in the DHCP request; this
140                 may cause a DNS record to be created or updated for the client.
141 
142                 Default: Client IP address is used in ASCII notation.
143 
144   <device>      Name of network device to use.
145                 Default: If the host only has one device, it is used.
146                 Otherwise the device is determined using
147                 autoconfiguration. This is done by sending
148                 autoconfiguration requests out of all devices,
149                 and using the device that received the first reply.
150 
151   <autoconf>    Method to use for autoconfiguration.
152                 In the case of options
153                 which specify multiple autoconfiguration protocols,
154                 requests are sent using all protocols, and the first one
155                 to reply is used.
156 
157                 Only autoconfiguration protocols that have been compiled
158                 into the kernel will be used, regardless of the value of
159                 this option::
160 
161                   off or none: don't use autoconfiguration
162                                 (do static IP assignment instead)
163                   on or any:   use any protocol available in the kernel
164                                (default)
165                   dhcp:        use DHCP
166                   bootp:       use BOOTP
167                   rarp:        use RARP
168                   both:        use both BOOTP and RARP but not DHCP
169                                (old option kept for backwards compatibility)
170 
171                 if dhcp is used, the client identifier can be used by following
172                 format "ip=dhcp,client-id-type,client-id-value"
173 
174                 Default: any
175 
176   <dns0-ip>     IP address of primary nameserver.
177                 Value is exported to /proc/net/pnp with the prefix "nameserver "
178                 (see below).
179 
180                 Default: None if not using autoconfiguration; determined
181                 automatically if using autoconfiguration.
182 
183   <dns1-ip>     IP address of secondary nameserver.
184                 See <dns0-ip>.
185 
186   <ntp0-ip>     IP address of a Network Time Protocol (NTP) server.
187                 Value is exported to /proc/net/ipconfig/ntp_servers, but is
188                 otherwise unused (see below).
189 
190                 Default: None if not using autoconfiguration; determined
191                 automatically if using autoconfiguration.
192 
193   After configuration (whether manual or automatic) is complete, two files
194   are created in the following format; lines are omitted if their respective
195   value is empty following configuration:
196 
197   - /proc/net/pnp:
198 
199         #PROTO: <DHCP|BOOTP|RARP|MANUAL>        (depending on configuration method)
200         domain <dns-domain>                     (if autoconfigured, the DNS domain)
201         nameserver <dns0-ip>                    (primary name server IP)
202         nameserver <dns1-ip>                    (secondary name server IP)
203         nameserver <dns2-ip>                    (tertiary name server IP)
204         bootserver <server-ip>                  (NFS server IP)
205 
206   - /proc/net/ipconfig/ntp_servers:
207 
208         <ntp0-ip>                               (NTP server IP)
209         <ntp1-ip>                               (NTP server IP)
210         <ntp2-ip>                               (NTP server IP)
211 
212   <dns-domain> and <dns2-ip> (in /proc/net/pnp) and <ntp1-ip> and <ntp2-ip>
213   (in /proc/net/ipconfig/ntp_servers) are requested during autoconfiguration;
214   they cannot be specified as part of the "ip=" kernel command line parameter.
215 
216   Because the "domain" and "nameserver" options are recognised by DNS
217   resolvers, /etc/resolv.conf is often linked to /proc/net/pnp on systems
218   that use an NFS root filesystem.
219 
220   Note that the kernel will not synchronise the system time with any NTP
221   servers it discovers; this is the responsibility of a user space process
222   (e.g. an initrd/initramfs script that passes the IP addresses listed in
223   /proc/net/ipconfig/ntp_servers to an NTP client before mounting the real
224   root filesystem if it is on NFS).
225 
226 
227 nfsrootdebug
228   This parameter enables debugging messages to appear in the kernel
229   log at boot time so that administrators can verify that the correct
230   NFS mount options, server address, and root path are passed to the
231   NFS client.
232 
233 
234 rdinit=<executable file>
235   To specify which file contains the program that starts system
236   initialization, administrators can use this command line parameter.
237   The default value of this parameter is "/init".  If the specified
238   file exists and the kernel can execute it, root filesystem related
239   kernel command line parameters, including 'nfsroot=', are ignored.
240 
241   A description of the process of mounting the root file system can be
242   found in Documentation/driver-api/early-userspace/early_userspace_support.rst
243 
244 
245 Boot Loader
246 ===========
247 
248 To get the kernel into memory different approaches can be used.
249 They depend on various facilities being available:
250 
251 
252 - Booting from a floppy using syslinux
253 
254         When building kernels, an easy way to create a boot floppy that uses
255         syslinux is to use the zdisk or bzdisk make targets which use zimage
256         and bzimage images respectively. Both targets accept the
257         FDARGS parameter which can be used to set the kernel command line.
258 
259         e.g::
260 
261            make bzdisk FDARGS="root=/dev/nfs"
262 
263         Note that the user running this command will need to have
264         access to the floppy drive device, /dev/fd0
265 
266         For more information on syslinux, including how to create bootdisks
267         for prebuilt kernels, see https://syslinux.zytor.com/
268 
269         .. note::
270                 Previously it was possible to write a kernel directly to
271                 a floppy using dd, configure the boot device using rdev, and
272                 boot using the resulting floppy. Linux no longer supports this
273                 method of booting.
274 
275 - Booting from a cdrom using isolinux
276 
277         When building kernels, an easy way to create a bootable cdrom that
278         uses isolinux is to use the isoimage target which uses a bzimage
279         image. Like zdisk and bzdisk, this target accepts the FDARGS
280         parameter which can be used to set the kernel command line.
281 
282         e.g::
283 
284           make isoimage FDARGS="root=/dev/nfs"
285 
286         The resulting iso image will be arch/<ARCH>/boot/image.iso
287         This can be written to a cdrom using a variety of tools including
288         cdrecord.
289 
290         e.g::
291 
292           cdrecord dev=ATAPI:1,0,0 arch/x86/boot/image.iso
293 
294         For more information on isolinux, including how to create bootdisks
295         for prebuilt kernels, see https://syslinux.zytor.com/
296 
297 - Using LILO
298 
299         When using LILO all the necessary command line parameters may be
300         specified using the 'append=' directive in the LILO configuration
301         file.
302 
303         However, to use the 'root=' directive you also need to create
304         a dummy root device, which may be removed after LILO is run.
305 
306         e.g::
307 
308           mknod /dev/boot255 c 0 255
309 
310         For information on configuring LILO, please refer to its documentation.
311 
312 - Using GRUB
313 
314         When using GRUB, kernel parameter are simply appended after the kernel
315         specification: kernel <kernel> <parameters>
316 
317 - Using loadlin
318 
319         loadlin may be used to boot Linux from a DOS command prompt without
320         requiring a local hard disk to mount as root. This has not been
321         thoroughly tested by the authors of this document, but in general
322         it should be possible configure the kernel command line similarly
323         to the configuration of LILO.
324 
325         Please refer to the loadlin documentation for further information.
326 
327 - Using a boot ROM
328 
329         This is probably the most elegant way of booting a diskless client.
330         With a boot ROM the kernel is loaded using the TFTP protocol. The
331         authors of this document are not aware of any no commercial boot
332         ROMs that support booting Linux over the network. However, there
333         are two free implementations of a boot ROM, netboot-nfs and
334         etherboot, both of which are available on sunsite.unc.edu, and both
335         of which contain everything you need to boot a diskless Linux client.
336 
337 - Using pxelinux
338 
339         Pxelinux may be used to boot linux using the PXE boot loader
340         which is present on many modern network cards.
341 
342         When using pxelinux, the kernel image is specified using
343         "kernel <relative-path-below /tftpboot>". The nfsroot parameters
344         are passed to the kernel by adding them to the "append" line.
345         It is common to use serial console in conjunction with pxeliunx,
346         see Documentation/admin-guide/serial-console.rst for more information.
347 
348         For more information on isolinux, including how to create bootdisks
349         for prebuilt kernels, see https://syslinux.zytor.com/
350 
351 
352 
353 
354 Credits
355 =======
356 
357   The nfsroot code in the kernel and the RARP support have been written
358   by Gero Kuhlmann <gero@gkminix.han.de>.
359 
360   The rest of the IP layer autoconfiguration code has been written
361   by Martin Mares <mj@atrey.karlin.mff.cuni.cz>.
362 
363   In order to write the initial version of nfsroot I would like to thank
364   Jens-Uwe Mager <jum@anubis.han.de> for his help.

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