glfs/postlfs/filesystems/uefi-bootloaders/grub-setup.xml

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<?xml version="1.0" encoding="ISO-8859-1"?>
<!DOCTYPE sect1 PUBLIC "-//OASIS//DTD DocBook XML V4.5//EN"
"http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd" [
<!ENTITY % general-entities SYSTEM "../../../general.ent">
%general-entities;
]>
<sect1 id="grub-setup" xreflabel="Using GRUB to Set Up the Boot Process with UEFI">
<?dbhtml filename="grub-setup.html"?>
<title>Using GRUB to Set Up the Boot Process with UEFI</title>
<sect2>
<title>Turn Off Secure Boot</title>
<para>
BLFS does not have the essential packages to support Secure Boot. To
set up the boot process with GRUB and UEFI in BLFS, Secure
Boot must be turned off from the configuration interface of the
firmware. Read the documentation provided by the manufacturer of your
system to find out how.
</para>
</sect2>
<sect2 role="kernel" id="uefi-kernel">
<title>Kernel Configuration for UEFI support</title>
<para>
Enable the following options in the kernel configuration and recompile
the kernel if necessary:
</para>
<xi:include xmlns:xi="http://www.w3.org/2001/XInclude"
href="grub-setup-kernel.xml"/>
<variablelist>
<title>The meaning of the configuration options:</title>
<varlistentry>
<term><parameter>CONFIG_PARTITION_ADVANCED</parameter></term>
<listitem>
<para>If it's not enabled,
<parameter>CONFIG_EFI_PARTITION</parameter> will be enabled
automatically. But when it's enabled, you must set
<parameter>CONFIG_EFI_PARTITION</parameter> to enabled as
well.</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
<parameter>CONFIG_SYSFB_SIMPLEFB</parameter>,
<parameter>CONFIG_DRM</parameter>,
<parameter>CONFIG_DRM_FBDEV_EMULATION</parameter>,
<parameter>CONFIG_DRM_SIMPLEDRM</parameter>,
<parameter>CONFIG_FB</parameter>, and
<parameter>CONFIG_FRAMEBUFFER_CONSOLE</parameter></term>
<listitem>
<para>The combination of these options provides the Linux console
support on top of the UEFI framebuffer. To allow the kernel to
print debug messages at an early boot stage, they shouldn't be
built as kernel modules unless an initramfs will be used.</para>
</listitem>
</varlistentry>
</variablelist>
<indexterm zone="grub-setup uefi-kernel">
<primary sortas="d-uefi">UEFI</primary>
</indexterm>
</sect2>
<sect2>
<title>Create an Emergency Boot Disk</title>
<para>
Ensure that an emergency boot disk is ready to <quote>rescue</quote>
the system in case the system becomes un-bootable. To make an
emergency boot disk with GRUB for an EFI based system, find a spare
USB flash drive and create a
<systemitem class="filesystem">vfat</systemitem> file system on it.
Install <xref linkend="dosfstools"/> first, then
as the <systemitem class="username">root</systemitem> user:
</para>
<warning>
<para>
The following command will erase all directories and files in the
partition. Make sure your USB flash drive contains no data which
will be needed, and change <userinput>sdx1</userinput> to the
device node corresponding to the first partition of the USB flash
drive. Be careful not to overwrite your hard drive with a typo!
</para>
</warning>
<screen role="nodump"><userinput>mkfs.vfat /dev/sdx1</userinput></screen>
<para>
Still as the <systemitem class="username">root</systemitem> user, use
the <command>fdisk</command> utility to set the first partition
of the USB flash drive to be an <quote>EFI system</quote> partition
(change <userinput>sdx</userinput> to the device node corresponding
to your USB flash drive):
</para>
<screen role="nodump"><userinput>fdisk /dev/sdx</userinput>
<literal>
Welcome to fdisk (util-linux 2.39.1).
Changes will remain in memory only, until you decide to write them.
Be careful before using the write command.
Command (m for help): </literal><userinput>t</userinput>
<literal>Partition number (1-9, default 9): </literal><userinput>1</userinput>
<literal>Partition type or alias (type L to list all): </literal><userinput>uefi</userinput>
<literal>Changed type of partition 'Linux filesystem' to 'EFI System'.
Command (m for help): </literal><userinput>w</userinput>
<literal>The partition table has been altered.
Syncing disks.</literal></screen>
<para>
Still as the <systemitem class="username">root</systemitem> user,
create a mount point for the EFI partition on the USB flash drive
and mount it:
</para>
<screen role="nodump"><userinput>mount --mkdir -v -t vfat /dev/sdx1 -o codepage=437,iocharset=iso8859-1 \
/mnt/rescue</userinput></screen>
<para>
Install GRUB for EFI on the partition:
</para>
<screen role="nodump"><userinput>grub-install --target=x86_64-efi --removable \
--efi-directory=/mnt/rescue --boot-directory=/mnt/rescue</userinput></screen>
<para>
Unmount the partition:
</para>
<screen role="nodump"><userinput>umount /mnt/rescue</userinput></screen>
<para>
Now the USB flash drive can be used as an emergency boot disk on any x86-64
UEFI platform. It will boot the system and show the GRUB shell. Then you
can type commands to boot your operating system from the hard drive.
To learn how to select the boot device, read the manual of your
motherboard or laptop.
</para>
</sect2>
<sect2>
<title>Find or Create the EFI System Partition</title>
<para>
On EFI based systems, the bootloaders are installed in a special FAT32
partition called an <emphasis>EFI System Partition</emphasis> (ESP).
If your system supports EFI, and a recent version of some Linux
distribution or Windows is pre-installed, it's likely that the ESP
has already been created. As the
<systemitem class="username">root</systemitem> user, list all the
partitions on your hard drive (replace <userinput>sda</userinput>
with the device corresponding to the appropriate hard drive):
</para>
<screen role="nodump"><userinput>fdisk -l /dev/sda</userinput></screen>
<para>
The <quote>Type</quote> column of the ESP should be
<literal>EFI System</literal>.
</para>
<para>
If the system or the hard drive is new, or it's the first
installation of a UEFI-booted OS on the system, the ESP may not exist.
In that case, install <xref linkend='dosfstools'/> first. Then create
a new partition, make a
<systemitem class="filesystem">vfat</systemitem> file system on it,
and set the partition type to <quote>EFI system</quote>. See the
instructions for the emergency boot device above as a reference.
</para>
<warning>
<para>
Some (old) UEFI implementations may require the ESP to be the first
partition on the disk.
</para>
</warning>
<para>
Now, as the <systemitem class="username">root</systemitem> user,
create the mount point for the ESP, and mount it (replace
<userinput>sda1</userinput> with the device node corresponding to
the ESP):
</para>
<screen role="nodump"><userinput>mount --mkdir -v -t vfat /dev/sda1 -o codepage=437,iocharset=iso8859-1 \
/boot/efi</userinput></screen>
<para>
If you want to mount the ESP automatically during system boot,
as the &root; user, add an entry for the ESP into
<filename>/etc/fstab</filename>:
</para>
<screen role="nodump"><userinput>cat &gt;&gt; /etc/fstab &lt;&lt; EOF</userinput>
<literal>/dev/sda1 /boot/efi vfat codepage=437,iocharset=iso8859-1 0 1</literal>
<userinput>EOF</userinput></screen>
</sect2>
<sect2>
<title>Minimal Boot Configuration with GRUB and EFI</title>
<para>
On UEFI based systems, GRUB works by installing an EFI application
(a special kind of executable) into the ESP. The EFI firmware will
search boot loaders in EFI applications from boot entries recorded
in EFI variables, and additionally a hardcoded path
<filename>EFI/BOOT/BOOTX64.EFI</filename>. Normally, a boot loader
should be installed into a custom path and the path should be recorded
in the EFI variables. The use of the hardcoded path should be
avoided if possible. However, in some cases we have to use
the hardcoded path:
</para>
<itemizedlist>
<listitem>
<para>
The system is not booted with EFI yet, making EFI variables
inaccessible.
</para>
</listitem>
<listitem>
<para>
The EFI firmware is 64-bit but the LFS system is 32-bit, making
EFI variables inaccessible because the kernel cannot invoke EFI
runtime services with a different virtual address length.
</para>
</listitem>
<listitem>
<para>
LFS is built for a Live USB, so we cannot rely on EFI variables,
which are stored in NVRAM or EEPROM on the local machine.
</para>
</listitem>
<listitem>
<para>
You are unable or unwilling to install the
<application>efibootmgr</application> for manipulating boot
entries in EFI variables.
</para>
</listitem>
</itemizedlist>
<para>
In these cases, follow these instructions to install the GRUB EFI
application into the hardcoded path and make a minimal boot
configuration. Otherwise it's better to skip ahead and set up the
boot configuration normally.
</para>
<para>
To install GRUB with the EFI application in the hardcoded
path <filename>EFI/BOOT/BOOTX64.EFI</filename>, first ensure the boot
partition is mounted at <filename class="directory">/boot</filename>
and the ESP is mounted at
<filename class="directory">/boot/efi</filename>. Then, as the &root;
user, run the command:
</para>
<note>
<para>
This command will overwrite
<filename>/boot/efi/EFI/BOOT/BOOTX64.EFI</filename>. It may break a
bootloader already installed there. Back it up if you are not sure.
</para>
</note>
<screen role="nodump"><userinput>grub-install --target=x86_64-efi --removable</userinput></screen>
<para>
This command will install the GRUB EFI application into the hardcoded path
<filename>/boot/efi/EFI/BOOT/BOOTX64.EFI</filename>, so the EFI
firmware can find and load it. The remaining GRUB files are installed
in the <filename class="directory">/boot/grub</filename> directory and
will be loaded by <filename>BOOTX64.EFI</filename> during system boot.
</para>
<note>
<para>
The EFI firmware usually prefers the EFI applications with a path
stored in EFI variables to the EFI
application at the hardcoded path. So you may need to invoke the
boot selection menu or firmware setting interface to select the
newly installed GRUB manually on the next boot. Read the manual of
your motherboard or laptop to learn how.
</para>
</note>
<para>
If you've followed the instructions in this section and set up a minimal boot
configuration, now skip ahead to
<quote>Creating the GRUB Configuration File</quote>.
</para>
</sect2>
<sect2>
<title>Mount the EFI Variable File System</title>
<para>
The installation of GRUB on a UEFI platform requires that the EFI Variable
file system, <systemitem class="filesystem">efivarfs</systemitem>, is
mounted. As the <systemitem class="username">root</systemitem> user,
mount it if it's not already mounted:
</para>
<screen role="nodump"><userinput>mountpoint /sys/firmware/efi/efivars || mount -v -t efivarfs efivarfs /sys/firmware/efi/efivars</userinput></screen>
<note revision="systemd">
<para>
If the system is booted with UEFI and systemd,
<systemitem class="filesystem">efivarfs</systemitem> will be mounted
automatically. However, in the LFS chroot environment it still needs to
be mounted manually.
</para>
</note>
<para revision="sysv">
Now add an entry for the
<systemitem class="filesystem">efivarfs</systemitem> in
<filename>/etc/fstab</filename> so it will be mounted automatically
during system boot:
</para>
<screen revision="sysv" role="nodump"><userinput>cat &gt;&gt; /etc/fstab &lt;&lt; EOF</userinput>
<literal>efivarfs /sys/firmware/efi/efivars efivarfs defaults 0 0</literal>
<userinput>EOF</userinput></screen>
<warning>
<para>
If the system is not booted with UEFI, the directory
<filename class="directory">/sys/firmware/efi</filename> will be
missing. In this case you should boot the system in UEFI mode with
the emergency boot disk or using a minimal boot configuration created as
above, then mount
<systemitem class="filesystem">efivarfs</systemitem> and continue.
</para>
</warning>
</sect2>
<sect2>
<title>Setting Up the Configuration</title>
<para>
On UEFI based systems, GRUB works by installing an EFI application
(a special kind of executable) into
<filename class="directory">/boot/efi/EFI/[id]/grubx64.efi</filename>,
where <filename class="directory">/boot/efi</filename> is the mount
point of the ESP, and <literal>[id]</literal> is replaced with an
identifier specified in the <command>grub-install</command> command
line. GRUB will create an entry in the EFI variables containing
the path <literal>EFI/[id]/grubx64.efi</literal> so the EFI firmware
can find <filename>grubx64.efi</filename> and load it.
</para>
<para>
<filename>grubx64.efi</filename> is very lightweight (136 KB with
GRUB-2.06) so it will not use much space in the ESP. A typical ESP
size is 100 MB (for Windows boot manager, which uses about 50 MB in
the ESP). Once <filename>grubx64.efi</filename> has been loaded by the
firmware, it will load GRUB modules from the boot partition.
The default location is
<filename class="directory">/boot/grub</filename>.
</para>
<para>
As the <systemitem class="username">root</systemitem> user, install
the GRUB files into <filename>/boot/efi/EFI/LFS/grubx64.efi</filename>
and <filename class="directory">/boot/grub</filename>. Then set up the
boot entry in the EFI variables:
</para>
<screen role="nodump"><userinput>grub-install --bootloader-id=LFS --recheck</userinput></screen>
<para>
If the installation is successful, the output should be:
</para>
<screen role="nodump"><literal>Installing for x86_64-efi platform.
Installation finished. No error reported.</literal></screen>
<para>
Issue the <command>efibootmgr | cut -f 1</command> command to recheck the EFI boot
configuration. An example of the output is:
</para>
<screen role="nodump"><literal>BootCurrent: 0000
Timeout: 1 seconds
BootOrder: 0005,0000,0002,0001,0003,0004
Boot0000* ARCH
Boot0001* UEFI:CD/DVD Drive
Boot0002* Windows Boot Manager
Boot0003* UEFI:Removable Device
Boot0004* UEFI:Network Device
Boot0005* LFS</literal></screen>
<para>
Note that <literal>0005</literal> is the first in the
<literal>BootOrder</literal>, and <literal>Boot0005</literal>
is <literal>LFS</literal>. This means that on the next boot, the
version of GRUB installed by LFS will be used to boot the system.
</para>
</sect2>
<sect2>
<title>Creating the GRUB Configuration File</title>
<indexterm zone="grub-setup grub-video">
<primary sortas="e-boot-grub-grub-cfg">/boot/grub/grub.cfg</primary>
</indexterm>
<para>
Generate <filename>/boot/grub/grub.cfg</filename> to configure the
boot menu of GRUB:
</para>
<screen role="nodump"><userinput>cat &gt; /boot/grub/grub.cfg &lt;&lt; EOF</userinput>
<literal># Begin /boot/grub/grub.cfg
set default=0
set timeout=5
insmod part_gpt
insmod ext2
set root=(hd0,2)
insmod all_video
if loadfont /boot/grub/fonts/unicode.pf2; then
terminal_output gfxterm
fi
menuentry "GNU/Linux, Linux 6.4.10-lfs-12.0" {
linux /boot/vmlinuz-6.4.10-lfs-12.0 root=/dev/sda2 ro
}
menuentry "Firmware Setup" {
fwsetup
}</literal>
<userinput>EOF</userinput></screen>
<para>
Refer to <ulink url='&lfs-root;/chapter10/grub.html'>the LFS
book</ulink> for the basic knowledge about the
<filename>grub.cfg</filename> file.
<literal>(hd0,2)</literal>, <literal>sda2</literal>, and
<literal>6.4.10-lfs-12.0</literal> must match your
configuration.
</para>
<para>
The <command>insmod all_video</command> directive loads various
modules for video support. It's needed to initialize the EFI
framebuffer for the kernel to print messages correctly before the
kernel GPU driver initialization.
</para>
<para>
The <command>terminal_output gfxterm</command> directive changes
the display resolution of the GRUB menu to match your display device.
It will break the rendering if the <filename>unicode.pf2</filename>
font data file is not loaded, so it's guarded by a
<command>if</command> directive.
</para>
<note>
<para>
From GRUB's perspective, the files are relative to the partitions
used. If you used a separate /boot partition, remove /boot from the
above paths (to kernel and to <filename>unicode.pf2</filename>). You
will also need to change the "set root" line to point to the boot
partition.
</para>
</note>
<para>
The <literal>Firmware Setup</literal> entry can be used to enter the
configuration interface provided by the firmware (sometimes called
<quote>BIOS configuration</quote>).
</para>
</sect2>
<sect2>
<title>Dual-booting with Windows</title>
<para>
Add a menu entry for Windows into <filename>grub.cfg</filename>:
</para>
<screen role="nodump"><userinput>cat &gt;&gt; /boot/grub/grub.cfg &lt;&lt; EOF</userinput>
<literal># Begin Windows addition
menuentry "Windows 11" {
insmod fat
insmod chain
set root=(hd0,1)
chainloader /EFI/Microsoft/Boot/bootmgfw.efi
}</literal>
<userinput>EOF</userinput></screen>
<para>
<literal>(hd0,1)</literal> should be replaced with the GRUB
designated name for the ESP. The <literal>chainloader</literal>
directive can be used to tell GRUB to run another EFI executable,
in this case the Windows Boot Manager. You may put more usable tools
in EFI executable format (for example, an EFI shell) into the ESP and
create GRUB entries for them, as well.
</para>
</sect2>
</sect1>