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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-11 08:27:49 +0000
committerDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-11 08:27:49 +0000
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treeb2d64bc10158fdd5497876388cd68142ca374ed3 /Documentation/admin-guide/nfs/nfsroot.rst
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Adding upstream version 6.6.15.upstream/6.6.15
Signed-off-by: Daniel Baumann <daniel.baumann@progress-linux.org>
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+===============================================
+Mounting the root filesystem via NFS (nfsroot)
+===============================================
+
+:Authors:
+ Written 1996 by Gero Kuhlmann <gero@gkminix.han.de>
+
+ Updated 1997 by Martin Mares <mj@atrey.karlin.mff.cuni.cz>
+
+ Updated 2006 by Nico Schottelius <nico-kernel-nfsroot@schottelius.org>
+
+ Updated 2006 by Horms <horms@verge.net.au>
+
+ Updated 2018 by Chris Novakovic <chris@chrisn.me.uk>
+
+
+
+In order to use a diskless system, such as an X-terminal or printer server for
+example, it is necessary for the root filesystem to be present on a non-disk
+device. This may be an initramfs (see
+Documentation/filesystems/ramfs-rootfs-initramfs.rst), a ramdisk (see
+Documentation/admin-guide/initrd.rst) or a filesystem mounted via NFS. The
+following text describes on how to use NFS for the root filesystem. For the rest
+of this text 'client' means the diskless system, and 'server' means the NFS
+server.
+
+
+
+
+Enabling nfsroot capabilities
+=============================
+
+In order to use nfsroot, NFS client support needs to be selected as
+built-in during configuration. Once this has been selected, the nfsroot
+option will become available, which should also be selected.
+
+In the networking options, kernel level autoconfiguration can be selected,
+along with the types of autoconfiguration to support. Selecting all of
+DHCP, BOOTP and RARP is safe.
+
+
+
+
+Kernel command line
+===================
+
+When the kernel has been loaded by a boot loader (see below) it needs to be
+told what root fs device to use. And in the case of nfsroot, where to find
+both the server and the name of the directory on the server to mount as root.
+This can be established using the following kernel command line parameters:
+
+
+root=/dev/nfs
+ This is necessary to enable the pseudo-NFS-device. Note that it's not a
+ real device but just a synonym to tell the kernel to use NFS instead of
+ a real device.
+
+
+nfsroot=[<server-ip>:]<root-dir>[,<nfs-options>]
+ If the `nfsroot' parameter is NOT given on the command line,
+ the default ``"/tftpboot/%s"`` will be used.
+
+ <server-ip> Specifies the IP address of the NFS server.
+ The default address is determined by the ip parameter
+ (see below). This parameter allows the use of different
+ servers for IP autoconfiguration and NFS.
+
+ <root-dir> Name of the directory on the server to mount as root.
+ If there is a "%s" token in the string, it will be
+ replaced by the ASCII-representation of the client's
+ IP address.
+
+ <nfs-options> Standard NFS options. All options are separated by commas.
+ The following defaults are used::
+
+ port = as given by server portmap daemon
+ rsize = 4096
+ wsize = 4096
+ timeo = 7
+ retrans = 3
+ acregmin = 3
+ acregmax = 60
+ acdirmin = 30
+ acdirmax = 60
+ flags = hard, nointr, noposix, cto, ac
+
+
+ip=<client-ip>:<server-ip>:<gw-ip>:<netmask>:<hostname>:<device>:<autoconf>:<dns0-ip>:<dns1-ip>:<ntp0-ip>
+ This parameter tells the kernel how to configure IP addresses of devices
+ and also how to set up the IP routing table. It was originally called
+ nfsaddrs, but now the boot-time IP configuration works independently of
+ NFS, so it was renamed to ip and the old name remained as an alias for
+ compatibility reasons.
+
+ If this parameter is missing from the kernel command line, all fields are
+ assumed to be empty, and the defaults mentioned below apply. In general
+ this means that the kernel tries to configure everything using
+ autoconfiguration.
+
+ The <autoconf> parameter can appear alone as the value to the ip
+ parameter (without all the ':' characters before). If the value is
+ "ip=off" or "ip=none", no autoconfiguration will take place, otherwise
+ autoconfiguration will take place. The most common way to use this
+ is "ip=dhcp".
+
+ <client-ip> IP address of the client.
+ Default: Determined using autoconfiguration.
+
+ <server-ip> IP address of the NFS server.
+ If RARP is used to determine
+ the client address and this parameter is NOT empty only
+ replies from the specified server are accepted.
+
+ Only required for NFS root. That is autoconfiguration
+ will not be triggered if it is missing and NFS root is not
+ in operation.
+
+ Value is exported to /proc/net/pnp with the prefix "bootserver "
+ (see below).
+
+ Default: Determined using autoconfiguration.
+ The address of the autoconfiguration server is used.
+
+ <gw-ip> IP address of a gateway if the server is on a different subnet.
+ Default: Determined using autoconfiguration.
+
+ <netmask> Netmask for local network interface.
+ If unspecified the netmask is derived from the client IP address
+ assuming classful addressing.
+
+ Default: Determined using autoconfiguration.
+
+ <hostname> Name of the client.
+ If a '.' character is present, anything
+ before the first '.' is used as the client's hostname, and anything
+ after it is used as its NIS domain name. May be supplied by
+ autoconfiguration, but its absence will not trigger autoconfiguration.
+ If specified and DHCP is used, the user-provided hostname (and NIS
+ domain name, if present) will be carried in the DHCP request; this
+ may cause a DNS record to be created or updated for the client.
+
+ Default: Client IP address is used in ASCII notation.
+
+ <device> Name of network device to use.
+ Default: If the host only has one device, it is used.
+ Otherwise the device is determined using
+ autoconfiguration. This is done by sending
+ autoconfiguration requests out of all devices,
+ and using the device that received the first reply.
+
+ <autoconf> Method to use for autoconfiguration.
+ In the case of options
+ which specify multiple autoconfiguration protocols,
+ requests are sent using all protocols, and the first one
+ to reply is used.
+
+ Only autoconfiguration protocols that have been compiled
+ into the kernel will be used, regardless of the value of
+ this option::
+
+ off or none: don't use autoconfiguration
+ (do static IP assignment instead)
+ on or any: use any protocol available in the kernel
+ (default)
+ dhcp: use DHCP
+ bootp: use BOOTP
+ rarp: use RARP
+ both: use both BOOTP and RARP but not DHCP
+ (old option kept for backwards compatibility)
+
+ if dhcp is used, the client identifier can be used by following
+ format "ip=dhcp,client-id-type,client-id-value"
+
+ Default: any
+
+ <dns0-ip> IP address of primary nameserver.
+ Value is exported to /proc/net/pnp with the prefix "nameserver "
+ (see below).
+
+ Default: None if not using autoconfiguration; determined
+ automatically if using autoconfiguration.
+
+ <dns1-ip> IP address of secondary nameserver.
+ See <dns0-ip>.
+
+ <ntp0-ip> IP address of a Network Time Protocol (NTP) server.
+ Value is exported to /proc/net/ipconfig/ntp_servers, but is
+ otherwise unused (see below).
+
+ Default: None if not using autoconfiguration; determined
+ automatically if using autoconfiguration.
+
+ After configuration (whether manual or automatic) is complete, two files
+ are created in the following format; lines are omitted if their respective
+ value is empty following configuration:
+
+ - /proc/net/pnp:
+
+ #PROTO: <DHCP|BOOTP|RARP|MANUAL> (depending on configuration method)
+ domain <dns-domain> (if autoconfigured, the DNS domain)
+ nameserver <dns0-ip> (primary name server IP)
+ nameserver <dns1-ip> (secondary name server IP)
+ nameserver <dns2-ip> (tertiary name server IP)
+ bootserver <server-ip> (NFS server IP)
+
+ - /proc/net/ipconfig/ntp_servers:
+
+ <ntp0-ip> (NTP server IP)
+ <ntp1-ip> (NTP server IP)
+ <ntp2-ip> (NTP server IP)
+
+ <dns-domain> and <dns2-ip> (in /proc/net/pnp) and <ntp1-ip> and <ntp2-ip>
+ (in /proc/net/ipconfig/ntp_servers) are requested during autoconfiguration;
+ they cannot be specified as part of the "ip=" kernel command line parameter.
+
+ Because the "domain" and "nameserver" options are recognised by DNS
+ resolvers, /etc/resolv.conf is often linked to /proc/net/pnp on systems
+ that use an NFS root filesystem.
+
+ Note that the kernel will not synchronise the system time with any NTP
+ servers it discovers; this is the responsibility of a user space process
+ (e.g. an initrd/initramfs script that passes the IP addresses listed in
+ /proc/net/ipconfig/ntp_servers to an NTP client before mounting the real
+ root filesystem if it is on NFS).
+
+
+nfsrootdebug
+ This parameter enables debugging messages to appear in the kernel
+ log at boot time so that administrators can verify that the correct
+ NFS mount options, server address, and root path are passed to the
+ NFS client.
+
+
+rdinit=<executable file>
+ To specify which file contains the program that starts system
+ initialization, administrators can use this command line parameter.
+ The default value of this parameter is "/init". If the specified
+ file exists and the kernel can execute it, root filesystem related
+ kernel command line parameters, including 'nfsroot=', are ignored.
+
+ A description of the process of mounting the root file system can be
+ found in Documentation/driver-api/early-userspace/early_userspace_support.rst
+
+
+Boot Loader
+===========
+
+To get the kernel into memory different approaches can be used.
+They depend on various facilities being available:
+
+
+- Booting from a floppy using syslinux
+
+ When building kernels, an easy way to create a boot floppy that uses
+ syslinux is to use the zdisk or bzdisk make targets which use zimage
+ and bzimage images respectively. Both targets accept the
+ FDARGS parameter which can be used to set the kernel command line.
+
+ e.g::
+
+ make bzdisk FDARGS="root=/dev/nfs"
+
+ Note that the user running this command will need to have
+ access to the floppy drive device, /dev/fd0
+
+ For more information on syslinux, including how to create bootdisks
+ for prebuilt kernels, see https://syslinux.zytor.com/
+
+ .. note::
+ Previously it was possible to write a kernel directly to
+ a floppy using dd, configure the boot device using rdev, and
+ boot using the resulting floppy. Linux no longer supports this
+ method of booting.
+
+- Booting from a cdrom using isolinux
+
+ When building kernels, an easy way to create a bootable cdrom that
+ uses isolinux is to use the isoimage target which uses a bzimage
+ image. Like zdisk and bzdisk, this target accepts the FDARGS
+ parameter which can be used to set the kernel command line.
+
+ e.g::
+
+ make isoimage FDARGS="root=/dev/nfs"
+
+ The resulting iso image will be arch/<ARCH>/boot/image.iso
+ This can be written to a cdrom using a variety of tools including
+ cdrecord.
+
+ e.g::
+
+ cdrecord dev=ATAPI:1,0,0 arch/x86/boot/image.iso
+
+ For more information on isolinux, including how to create bootdisks
+ for prebuilt kernels, see https://syslinux.zytor.com/
+
+- Using LILO
+
+ When using LILO all the necessary command line parameters may be
+ specified using the 'append=' directive in the LILO configuration
+ file.
+
+ However, to use the 'root=' directive you also need to create
+ a dummy root device, which may be removed after LILO is run.
+
+ e.g::
+
+ mknod /dev/boot255 c 0 255
+
+ For information on configuring LILO, please refer to its documentation.
+
+- Using GRUB
+
+ When using GRUB, kernel parameter are simply appended after the kernel
+ specification: kernel <kernel> <parameters>
+
+- Using loadlin
+
+ loadlin may be used to boot Linux from a DOS command prompt without
+ requiring a local hard disk to mount as root. This has not been
+ thoroughly tested by the authors of this document, but in general
+ it should be possible configure the kernel command line similarly
+ to the configuration of LILO.
+
+ Please refer to the loadlin documentation for further information.
+
+- Using a boot ROM
+
+ This is probably the most elegant way of booting a diskless client.
+ With a boot ROM the kernel is loaded using the TFTP protocol. The
+ authors of this document are not aware of any no commercial boot
+ ROMs that support booting Linux over the network. However, there
+ are two free implementations of a boot ROM, netboot-nfs and
+ etherboot, both of which are available on sunsite.unc.edu, and both
+ of which contain everything you need to boot a diskless Linux client.
+
+- Using pxelinux
+
+ Pxelinux may be used to boot linux using the PXE boot loader
+ which is present on many modern network cards.
+
+ When using pxelinux, the kernel image is specified using
+ "kernel <relative-path-below /tftpboot>". The nfsroot parameters
+ are passed to the kernel by adding them to the "append" line.
+ It is common to use serial console in conjunction with pxeliunx,
+ see Documentation/admin-guide/serial-console.rst for more information.
+
+ For more information on isolinux, including how to create bootdisks
+ for prebuilt kernels, see https://syslinux.zytor.com/
+
+
+
+
+Credits
+=======
+
+ The nfsroot code in the kernel and the RARP support have been written
+ by Gero Kuhlmann <gero@gkminix.han.de>.
+
+ The rest of the IP layer autoconfiguration code has been written
+ by Martin Mares <mj@atrey.karlin.mff.cuni.cz>.
+
+ In order to write the initial version of nfsroot I would like to thank
+ Jens-Uwe Mager <jum@anubis.han.de> for his help.