Setting up disks manually: Difference between revisions

From Alpine Linux
(added clarification on BIOS mode and cmobined efi step, removed links from summary section)
(fixed grammar, typos etc..)
 
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== setup-disk based Installation ==
== setup-disk based Installation ==


To perform a traditional hard-disk installation, after completing the base configuration, proceed to create, format and mount your partitions with MOUNTPOINT {{Path|'''/mnt'''}} as root and run the command {{Codeline|'''<Code>setup-disk -m sys /mnt</Code>'''}} to install Alpine Linux.
To perform a traditional hard-disk installation of Alpine Linux, after completing the base configuration, proceed to create, format and mount your partitions with MOUNTPOINT {{Path|'''/mnt'''}} as root and run the command {{Codeline|'''<Code>setup-disk -m sys /mnt</Code>'''}}.


# Follow the [[Installation#General_course_of_action|Installation guide]] to complete the [[Installation#Base_configuration|base configuration]], if not already done. A working [[Configure_Networking#Connectivity_testing|Internet access]] is mandatory to complete this installation.
# Follow the [[Installation#General_course_of_action|Installation guide]] to complete the [[Installation#Base_configuration|base configuration]], if not already done. A working [[Configure_Networking#Connectivity_testing|Internet access]] is mandatory to complete this installation.
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|+ Partitioning tools  
|+ Partitioning tools  
|-
|-
! Command !! Package Name !! Features !! Limitations
! Command !! Package name !! Features !! Limitations
|-
|-
| fdisk || Inbuilt with {{pkg|busybox}} || can read GPT, Modify MBR || Cannot modify GPT
| fdisk || Inbuilt {{pkg|busybox}} || can read GPT, Modify MBR || Cannot modify GPT
|-
|-
| gdisk || {{pkg|gptfdisk}} || text mode tool supports MBR/GPT bidirectional conversion. Best for managing GPT partition tables|| None
| gdisk || {{pkg|gptfdisk}} || text mode, supports MBR/GPT bidirectional conversion, best for managing GPT partition tables|| None
|-
|-
| cgdisk  || {{pkg|gptfdisk}}  || menu driven curses interface for gdisk || None
| cgdisk  || {{pkg|gptfdisk}}  || menu driven curses interface for gdisk || None
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| sgdisk || {{pkg|sgdisk}} || scriptable gdisk || Non-interactive
| sgdisk || {{pkg|sgdisk}} || scriptable gdisk || Non-interactive
|-
|-
| fdisk || {{pkg|util-linux-misc}} || text mode supports both gpt and MBR, Best for managing MBR partition tables || comes packaged with 87 other tools
| fdisk || {{pkg|util-linux-misc}} || text mode, supports both gpt and MBR, best for managing MBR partition tables || None except size due to other tools
|-
| cfdisk || {{pkg|cfdisk}} || menu driven curses interface for fdisk || None
|-
|-
| sfdisk || {{pkg|sfdisk}} || scriptable fdisk || Non-interactive
| sfdisk || {{pkg|sfdisk}} || scriptable fdisk || Non-interactive
|-
|-
| cfdisk || {{pkg|cfdisk}} || menu driven curses interface for fdisk || None
| parted || {{pkg|parted}} || text mode, supports both gpt and MBR|| cannot convert MBR to GPT, different interface from above tools
|-
| parted || {{pkg|parted}} || text mode, allows resizing, moving and formating partitions|| cannot create bootable flag in MBR, cannot change partition GUID in GPT, conversion from MBR to GPT not supported, different interface from above tools
|}
|}


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=== Creating partitions ===
=== Creating partitions ===
For Alpine Linux, only the '''(/)'''root partition is mandatory. Even  a '''/boot''' partition and  '''swap''' are optional.
{{Warning|Make sure to choose the correct disk device in the below section. If you choose the wrong device, you will lose your data. Make a backup first and do not proceed, if you are unsure.}}
{{Warning|Make sure to choose the correct disk device in the below section. If you choose the wrong device, you will lose your data. Make a backup first and do not proceed, if you are unsure.}}
<code>cfdisk</code> will be used in all examples here as it is based on text menu without any dependencies. However, installing the package {{Pkg|<code>cfdisk</code>}} requires network to be available if using Standard ISO boot image. <code>cgdisk</code> is also recommended for its excellent support for GPT partitions and conversion from MBR to GPT. Refer [https://www.rodsbooks.com/gdisk/cgdisk-walkthrough.html cgdisk walkthrough.]
<code>cfdisk</code> will be used in all examples here as it is based on text menu without any dependencies. However, installing the package {{Pkg|<code>cfdisk</code>}} requires network to be available if using Standard ISO boot image.  
<code>cgdisk</code> is also recommended for its excellent support for GPT partitions and conversion from MBR to GPT.  


Alternately, {{Pkg|<code>sfdisk</code>}} is available in Standard ISO boot image and can be installed without network.
Alternately, {{Pkg|<code>sfdisk</code>}} is available in Standard ISO boot image and can be installed without network.
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When <code>cfdisk</code> is run as follows, it looks for existing partitions on the disk {{Path|/dev/sdX}} :
When <code>cfdisk</code> is run as follows, it looks for existing partitions on the disk {{Path|/dev/sdX}} :
{{cmd|# cfdisk /dev/sdX}}
{{cmd|# cfdisk /dev/sdX}}
For Alpine Linux, only the '''(/)'''root partition is mandatory to. Even  a '''/boot''' partition and  '''swap''' are optional.


=== Resizing an existing partition ===
=== Resizing an existing partition ===
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== See also ==
== See also ==
 
* [[Bootloaders]] - For information on GRUB, Syslinux and rEFInd
* [[Installing Alpine on HDD dualbooting|Install to HDD with dual-boot]]
* [[Installing Alpine on HDD dualbooting|Install to HDD with dual-boot]]
* [[Installing Alpine Linux in a chroot|Installing Alpine Linux in a chroot]]
* [[Installing Alpine Linux in a chroot|Installing Alpine Linux in a chroot]]

Latest revision as of 09:01, 14 January 2025

System Disk Mode is the traditional or classic harddisk installation of Alpine Linux. This installation mode is suitable for most use cases including generic desktop, development machines etc.

If an entire hard disk(s) is available for Alpine Linux, setup-alpine based install is the recommended way to install Alpine Linux. For all other use cases, follow the setup-disk based Installation given below.

setup-disk based Installation

To perform a traditional hard-disk installation of Alpine Linux, after completing the base configuration, proceed to create, format and mount your partitions with MOUNTPOINT /mnt as root and run the command setup-disk -m sys /mnt.

  1. Follow the Installation guide to complete the base configuration, if not already done. A working Internet access is mandatory to complete this installation.
  2. If necessary formatted partition(s) are unavailable, manually create them first and format them including swap partition(if used). If you're using legacy BIOS mode, use DOS i.e MBR partition table and ensure that proper partition is bootable for extlinux.
  3. Mount the / (root) partition on a mount point i.e say /mnt as follows:

    # mount /dev/sdXY /mnt

  4. If you're using EFI, create a mount point /mnt/boot and mount the EFI system partition(ESP) on it.

    # mkdir -p /mnt/boot # mount /dev/sdXY /mnt/boot

  5. If swap partition is available, you can also enable it now:

    # swapon /dev/sdXY

  6. Install Alpine Linux using the following command:

    # setup-disk -m sys /mnt

  7. setup-disk will perform a traditional hard disk install of your running system, detects your file system layout and generates /etc/fstab and installs a bootloader based on the BOOTLOADER environment variable.
  8. At the end of Installation, you can reboot to boot into the newly installed Alpine Linux and configure further.

Manual partitioning

Partitioning tools

The installation image enviroment may have only the very basic busybox built-in fdisk command available. Busybox fdisk is rather limited for edit operations (e.g.: it can read but not modify GPT). Instead, alpine allows you to install more complete partitioning tool packages:

Partitioning tools
Command Package name Features Limitations
fdisk Inbuilt busybox can read GPT, Modify MBR Cannot modify GPT
gdisk gptfdisk text mode, supports MBR/GPT bidirectional conversion, best for managing GPT partition tables None
cgdisk gptfdisk menu driven curses interface for gdisk None
sgdisk sgdisk scriptable gdisk Non-interactive
fdisk util-linux-misc text mode, supports both gpt and MBR, best for managing MBR partition tables None except size due to other tools
cfdisk cfdisk menu driven curses interface for fdisk None
sfdisk sfdisk scriptable fdisk Non-interactive
parted parted text mode, supports both gpt and MBR cannot convert MBR to GPT, different interface from above tools

All the above tools can be installed during Installation immediately after setting up base configuration. Graphical tools like gparted and gnome-disk-utility can be used only after setting up a graphical environment.

Creating partitions

For Alpine Linux, only the (/)root partition is mandatory. Even a /boot partition and swap are optional.

Warning: Make sure to choose the correct disk device in the below section. If you choose the wrong device, you will lose your data. Make a backup first and do not proceed, if you are unsure.


cfdisk will be used in all examples here as it is based on text menu without any dependencies. However, installing the package cfdisk requires network to be available if using Standard ISO boot image. cgdisk is also recommended for its excellent support for GPT partitions and conversion from MBR to GPT.

Alternately, sfdisk is available in Standard ISO boot image and can be installed without network.

The following step installs the package cfdisk:

# apk add cfdisk

cfdisk will be used to create partitions. Before using cfdisk, the disk name must be identified by using blkid:

# blkid

/dev/sdX1: LABEL="some" UUID="..." TYPE="vfat"
/dev/sdX2: LABEL="other" UUID="..." TYPE="ext4"

When cfdisk is run as follows, it looks for existing partitions on the disk /dev/sdX :

# cfdisk /dev/sdX

Resizing an existing partition

Warning: Make sure to choose the correct disk device in the below section. If you choose the wrong device, you will lose your data. Make a backup first and do not proceed, if you are unsure.


cfdisk and resize2fs can be used to resize existing partitions of ext2/3/4 filsystem on the disk. For other filsystems, the necessary filesystem tools must be installed. This can be done while booted.

cfdisk screenshot

To resize disk, launch the cfdisk:

# cfdisk /dev/sda

  1. Select the target partition, here as per image /dev/sda3
  2. Select Resize from the bottom menu.
  3. Enter the new Size at the prompt.
  4. Select Write, then Quit

If a filesystem is resized with -f (online mode), then the system must be rebooted immediately after the change is made.

# resize2fs -f /dev/sda3 # reboot

Formatting partitions

Warning: The /dev/sdXY is only an example. Make sure you use the right partition name/number. Use blkid command to verify the partition name/number. Choosing the wrong partition leads to data loss. If you are unsure, do not proceed, seek support.


Whenever a partition is created, the partition must be formatted first before using it. Depending on the filesystem to be used, the necessary formatting tool for the filesystem must be installed first.

Tool Filesystem Brief Notes Formatting command
btrfs-progs Btrfs mkfs.btrfs
dosfstools FAT12/FAT16/FAT32 used for EFI partition mkfs.vfat
e2fsprogs ext2/ext3/ext4 ext4 is current default in Linux mkfs.ext4
f2fs-tools F2FS
hfsprogs XFS HFS/HFS+ Apple/Mac products
jfsutils JFS
ntfs-3g NTFS Microsoft/Windows FUSE driver
xfsprogs XFS


Install the filesystem tools first, if not done already. The following examples show how to use the formatting tools for different filesystems:

  • e2fsprogs for ext4,ext3 and ext2. ext4 is the default filesystem in Alpine Linux:

    # mkfs.ext4 /dev/sdaXY

  • btrfs-progs for btrfs filesystem.

    # mkfs.btrfs /dev/sdaXY

  • dosfstools for fat12/fat16/fat32 filesystem. This is also used for EFI system partition(ESP).

    # mkfs.vfat /dev/sdaXY

  • f2fs-tools for F2FS filesystem.

    # mkfs.f2fs /dev/sdaXY

Disk layouts

This material is work-in-progress ...

This entire section including RAID, Encryption and LVM needs to be updated.
(Last edited by Prabuanand on 14 Jan 2025.)

It is possible to have one or more of RAID, encrypted, and/or Logical Volume on your / (root) volume. However, the Alpine init script only knows how to handle them when they're layered in that order, and your initram and extlinux.conf files in the /boot partition are configured properly.

Your /boot directory cannot reside on an encrypted or LVM volume, at least not with Alpine's default bootloader (extlinux). (Grub2 can deal with /boot being on an LVM volume.) The usual practice is to create a small partition for /boot, then devote the rest of your disk to a separate partition on which you layer one or more of RAID, encryption, and/or Logical Volumes.

Sometimes /boot is also set up as a mirrored (RAID1) volume. However, this is just for post-init access. That way, when you write a new kernel or bootloader config file to /boot, it gets written to multiple physical partitions. During the pre-init, bootloader phase, only one of those partitions will be read from.

A typical setup might look like this:

One-disk system
---------------
  +------------------------------------------------+
  |  small partition (32--100M), holding           |
  |  only /boot, filesystem needn't be journaled   |
  +------------------------------------------------+
  |  rest of disk in second partition              |
  |  +------------------------------------------+  |
  |  | cryptsetup volume                        |  |
  |  |  +-------------------------------------+ |  |
  |  |  |  LVM PV, containing single VG,      | |  |
  |  |  |  containing multiple LVs, holding   | |  |
  |  |  |  /, /home, swap, etc                | |  |
  |  |  +-------------------------------------+ |  |
  |  +------------------------------------------+  |
  +------------------------------------------------+


Two-disk system
---------------
  +------------------------------------------------+  +------------------------------------------------+
  |  small partition (32--100M), holding           |  |  small partition (32--100M), holding           | These 2 partitions might
  |  only /boot, filesystem needn't be journaled   |  |  only /boot, filesystem needn't be journaled   | form a mirrored (RAID1)
  +------------------------------------------------+  +------------------------------------------------+ volume
  |  rest of disk in second partition              |  |  rest of disk in second partition              |
  | T================================================================================================T | These 2 partitions form
  | T +--------------------------------------------------------------------------------------------+ T | a second mirrored
  | T | cryptsetup volume                                                                          | T | (RAID1) volume
  | T |  +---------------------------------------------------------------------------------------+ | T |
  | T |  | LVM PV, containing single VG,                                                         | | T |
  | T |  | containing multiple LVs, holding                                                      | | T |
  | T |  | /, /home, swap, etc                                                                   | | T |
  | T |  +---------------------------------------------------------------------------------------+ | T |
  | T +--------------------------------------------------------------------------------------------+ T |
  | T================================================================================================T |
  |                                                |  |                                                |
  +------------------------------------------------+  +------------------------------------------------+

In a three-disk system, the /boot would still be RAID1, but the larger partition might, in that case, be RAID5.

RAID

setup-disk will automatically build a RAID array if you supply the -r switch, or if you specify more than one device.

If you want to build your RAID array manually, see Setting up a software RAID array. Then you can add additional layers of encryption and/or Logical Volumes, or just assemble the RAID array, and supply the /dev/mdi device directly to setup-disk. When you're finished, be sure to disassemble the RAID array before rebooting.

If setup-disk sees that you're using RAID, either because you gave it the -r switch, or multiple devices, or a /dev/mdi device, then it will set up your initramfs and extlinux.conf file properly. However, in other cases, such as when you're also using encryption, or you invoke setup-disk with a mounted directory argument, these might not be properly set up for RAID. In that case, you may need to manually edit/rebuild them. The following assumes that $MNT holds the root directory you're installing into:

echo "/sbin/mdadm" > $MNT/etc/mkinitfs/files.d/raid echo "/etc/mdadm.conf" >> $MNT/etc/mkinitfs/files.d/raid # edit $MNT/etc/mkinitfs/mkinitfs.conf to make sure features="..." # includes raid (this field is space-separated and quoted) mkinitfs -c $MNT/etc/mkinitfs/mkinitfs.conf -b $MNT # edit $MNT/etc/update-extlinux.conf to make sure modules=... contains # raid1 or raid456 (whichever your / is on; this field is comma-separated) # also check the root= setting extlinux --raid --install $MNT/boot --update

Todo: Does adding the --update option to extlinux ... suffice to make /boot/extlinux.conf be regenerated? Or do we need to manually tweak that file, or run update-extlinux, as well?


You might also need to manually tweak $MNT/etc/fstab. And you might need to copy /usr/share/syslinux/mbr.bin to your disk's MBR.

Encryption

See Setting up encrypted volumes with LUKS. You can add an additional Logical Volume layer, or just unlock the volume you've created (using cryptsetup luksOpen ...), and supply the /dev/mapper/something device directly to setup-disk. When you're finished, be sure to relock the volume (using cryptsetup luksClose ...) before rebooting.

If you install your / (root) on an encrypted volume, you'll need to manually edit/rebuild your initram and your extlinux.conf file. The following assumes that $MNT holds the root directory you're installing into, that you've created the cryptvolume on the device /dev/md2, and that you want to unlock the encrypted volume into a virtual volume named "crypt":

# edit $MNT/etc/mkinitfs/mkinitfs.conf to make sure features="..." # includes cryptsetup (this field is space-separated and quoted) mkinitfs -c $MNT/etc/mkinitfs/mkinitfs.conf -b $MNT # edit $MNT/etc/update-extlinux.conf to make sure default_kernel_opts="..." # contains cryptroot=/dev/md1 and cryptdm=crypt (this field is also space-separated and quoted) # also check the root= setting extlinux --install $MNT/boot --update

Todo: Does adding the --update option to extlinux ... suffice to make /boot/extlinux.conf be regenerated? Or do we need to manually tweak that file, or run update-extlinux, as well?


You might also need to manually tweak $MNT/etc/fstab.

LVM

setup-disk will automatically build and use volumes in a LVM group if you supply the -L switch.

If you instead want to build your LVM system manually, see Setting up Logical Volumes with LVM. Then vgchange -ay, format and mount your volumes, and supply the root mountpoint to setup-disk. When you're finished, be sure to

umount ... vgchange -an

before rebooting.


If setup-disk sees that you're using LVM, perhaps because you gave it the -L switch, then it will set up your initram and extlinux.conf file properly. However, in other cases, these might not be properly set up. In that case, you may need to manually edit/rebuild them. The following assumes that $MNT holds the root directory you're installing into:

# edit $MNT/etc/mkinitfs/mkinitfs.conf to make sure features="..." # includes lvm (this field is space-separated and quoted) mkinitfs -c $MNT/etc/mkinitfs/mkinitfs.conf -b $MNT # edit $MNT/etc/update-extlinux.conf to make sure root= is set correctly extlinux --install $MNT/boot --update

Todo: Does adding the --update option to extlinux ... suffice to make /boot/extlinux.conf be regenerated? Or do we need to manually tweak that file, or run update-extlinux, as well?


You might also need to manually tweak $MNT/etc/fstab.

Troubleshooting

Mounting on /dev/sdXY sysroot failed

The error message appears as follows with variations in /dev/sda8 depending on the partition number and SSD/HDD etc:

mounting /dev/sda8 on /sysroot failed: No such file or directory
mounting root: failed
initramfs emergency recovery shell launched. Type 'exit' to continue boot
sh: can't access tty: job control turned off

The above error message can be caused by various reasons. Follow the below steps in the emergency shell to identify one possible cause.

  1. Verify that the partition name in which Alpine Linux was installed matches the above error by issuing the command and also note down the filesystem type of that partition (say TYPE="ext4") :

    blkid

  2. Ensure that sysroot exists by issuing the command.

    ls -ld /sysroot

  3. Check if the above error message apears when issuing the command.

    mount /dev/sda8 /sysroot

  4. If the error message matched in step 4, check whether filesystem modules are loaded by issuing the command.

    lsmod |grep ext4

  5. If there is no output, then it confirms that the above issue is caused by missing filesystem module.

Missing filesystem modules in the kernel cmdline

BusyBox mount command does not autoload modules, so need to add filesystem modules to the kernel cmdline. Even though alpine installer does this automatically, this has to be taken care of in case of manual disk install, particularly for dualboot installations.

  1. To resolve, issue the command to load the appropriate filesystem module(say TYPE="ext4").

    modprobe ext4

  2. To verify if the issue is resolved, reissue the command.

    mount /dev/sda8 /sysroot

  3. If mount succeeded, issue the following command to boot into Alpine Linux.

    exit

Choose the appropriate solution based on your use case for a permanent fix:

  • If you are using grub, then ensure that GRUB_CMDLINE_LINUX line in the file /etc/default/grub has the appropriate filesystem module ext4 and rootfstype=ext4 as follows:

    Contents of /etc/default/grub

    ... GRUB_CMDLINE_LINUX="console=ttyS0,19200n8 net.ifnames=0 modules=sd-mod,usb-storage,ext4 quiet rootfstype=ext4" ...
  • If you are using Syslinux, then ensure that APPEND root line in the file /boot/extlinux.conf has the appropriate filesystem module ext4 as follows:

    Contents of /boot/extlinux.conf

    ... APPEND root=/dev/sdXY modules=sd-load,usb-storage,ext4 quiet ...
Note: For both above cases, you may need to issue update-grub or update-extlinux after making above changes.
  • For a solution independent of bootloaders, ensure that the file /etc/mkinitfs/mkinitfs.conf has the necessary filesystem module in it. Refer Initramfs page for more information and recreate initramfs image.

See also