Alpine and UEFI: Difference between revisions
Mckaygerhard (talk | contribs) (→Alpine UEFI support: made notes related to the partition requirements and Secure Boot explanation.. in alpine MUST be disabled) |
(add category uefi) |
||
| (36 intermediate revisions by 9 users not shown) | |||
| Line 1: | Line 1: | ||
{{TOC right}} | {{TOC right}} | ||
{{Note|This article is written with a PC-centric (i686+x86_64) point of view. Help making this article more applicable to other UEFI Architectures, particularly ARM, would be greatly appreciated.}} | |||
{{Style|This is an article and should feel less like a story (for example warnings in the article instead of a conclusion at the end)}} | |||
= UEFI and BIOS definitions and introduction = | = UEFI and BIOS definitions and introduction = | ||
For a brief introduction to UEFI and BIOS, see [https://wiki.archlinux.org/title/Unified%20Extensible%20Firmware%20Interface the ArchWiki page on the subject] and the [https://en.wikipedia.org/wiki/UEFI Wikipedia page for UEFI]. | |||
This article focuses on Alpine-specific information; enough material exists online as an introduction to UEFI. | |||
= Alpine UEFI support = | = Alpine UEFI support = | ||
| Line 19: | Line 13: | ||
Currently are only in basic form, not all the architectures are complete supported. | Currently are only in basic form, not all the architectures are complete supported. | ||
'''[https://alpinelinux.org/posts/Alpine-3.7.0-released.html Alpine 3.7.0]''' introduced support for | |||
[https://en.wikipedia.org/wiki/EFI_system_partition EFI System Partition]. Preliminary support in that version does not create the | |||
[https://en.wikipedia.org/wiki/EFI_system_partition EFI Partition] | EFI Partition and only has support for existing or manually created ones. | ||
'''[https://alpinelinux.org/posts/Alpine-3.8.0-released.html Alpine 3.8.0] introduced support in the installer for the GRUB boot loader''' so now Linux experimental users can play with combinations of solutions and proper | |||
[https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface UEFI] complete installations | [https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface UEFI] complete installations. | ||
'''EFI System Partition are not the complete overall of the UEFI, it's just the need minimal infrastructure to property boot by and [https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface#Implementation_and_adoption UEFI modern machine]. See the [[Alpine and UEFI#UEFI mandatory partition mechanics|Alpine UEFI partition mechanics notes]] section in this page for details.''' | |||
Please read carefully the [[ | Please read carefully the [[Alpine and UEFI#UEFI and BIOS definitions and introduction|UEFI and BIOS section of this page]]. | ||
== Minimum Alpine partition | == Minimum Alpine partition scheme == | ||
Alpine Linux | Alpine Linux requires a root partition, but on UEFI systems an EFI System Partition is also required. The EFI System Partition must contain a bootloader program in {{path|\EFI\$bootloader.efi}}.{{citation needed}} The current status of that mechanics to boot '''in Alpine Linux are still in development and only basic support to existing mades are provided'''. See [[Alpine and UEFI#UEFI mandatory partition mechanics|UEFI mandatory partition mechanics]] for details. | ||
== Notes about the boot flags and boot partition == | == Notes about the boot flags and boot partition == | ||
| Line 42: | Line 36: | ||
== Alpine disk layout for UEFI == | == Alpine disk layout for UEFI == | ||
You will need a disk layout that your system firmware is capable of booting, you '''will need a boot partition and a root partition'''. Other architectures may have different requirements | You will need a disk layout that your system firmware is capable of booting, you '''will need a boot partition and a root partition'''. Other architectures may have different requirements and not all are supported, please read [[Alpine and UEFI#UEFI mandatory partition mechanics|UEFI mandatory partition mechanics]] for details. | ||
If you don't already know what filesystem format you want your boot partition, choose ''' | If you don't already know what filesystem format you want your boot partition, choose '''vfat''' (i.e. FAT16 or FAT32). The '''root partition, and any additional partitions or LVM volume groups, may be in any format that the kernel is capable of reading'''. | ||
==== UEFI/GPT minimal layout ==== | ==== UEFI/GPT minimal layout ==== | ||
| Line 52: | Line 46: | ||
! Partition | ! Partition | ||
! Partition type Purpose | ! Partition type Purpose | ||
! Recommended size | ! Recommended minimum size | ||
|- | |- | ||
| /boot or /efi | | /boot or /efi | ||
| Line 63: | Line 57: | ||
| Alpine Linux root system OS | | Alpine Linux root system OS | ||
| 1–32 GiB | | 1–32 GiB | ||
|} | |} | ||
| Line 76: | Line 65: | ||
! Partition | ! Partition | ||
! Partition type Purpose | ! Partition type Purpose | ||
! Recommended size | ! Recommended minimum size | ||
|- | |- | ||
| /boot | | /boot | ||
| Line 87: | Line 76: | ||
| Alpine Linux root system OS | | Alpine Linux root system OS | ||
| 1–32 GiB | | 1–32 GiB | ||
|} | |} | ||
| Line 100: | Line 84: | ||
! Partition | ! Partition | ||
! Partition type Purpose | ! Partition type Purpose | ||
! Recommended size | ! Recommended minimum size | ||
|- | |- | ||
| None | | None | ||
| Line 111: | Line 95: | ||
| Alpine Linux root system OS | | Alpine Linux root system OS | ||
| 1–32 GiB | | 1–32 GiB | ||
|} | |} | ||
= BIOS boot process for newbies = | = BIOS boot process for newbies = | ||
BIOS | BIOS mainly supports two methods of booting - loading approximately 448 bytes of 8088 machine code from the start of a floppy disk, or the same from the start of a fixed IDE disk. | ||
BIOS can only assume one boot loader occupying the start of hard drive. So each OS overwrites it with its own boot loader. | BIOS can only assume one boot loader occupying the start of hard drive. So each OS overwrites it with its own boot loader. This is very messy. There's also the 2 TiB issue with MBR. | ||
In order to make your drive more useful, it's split up into partitions - chunks of disk which can be treated as independent drives from inside your OS. | In order to make your drive more useful, it's split up into partitions - chunks of disk space which can be treated as independent drives from inside your OS. Windows (following on from MS-DOS) only supports one method for partitioning its boot drive on BIOS systems, which is MBR. | ||
MBR cannot handle | MBR cannot handle disks larger than 2 TiB (2<sup>32</sup> × 512 bytes). Therefore, it is impossible to use any drive space beyond 2 TiB using MBR layout. So if you're booting from it and use BIOS, you MUST use MBR - and you simply can't use any space beyond that if your boot drive is 2TB or bigger. | ||
Modern motherboards (since approximately 2011 onwards) are using UEFI natively, but most can emulate BIOS through the CSM (Compatibility Support Module) to maintain support for BIOS-style booting. | |||
= UEFI boot process explained = | = UEFI boot process explained = | ||
| Line 142: | Line 122: | ||
== UEFI mandatory partition mechanics == | == UEFI mandatory partition mechanics == | ||
Regular UEFI boot has several lists of possible boot entries, stored in UEFI config variables (normally in NVRAM), and boot order config variables stored alongside them. Unfortunately, | Regular UEFI boot has several lists of possible boot entries, stored in UEFI config variables (normally in NVRAM), and boot order config variables stored alongside them. Unfortunately, some PC UEFI implementations have got this wrong and don't work properly. The most important of these can be viewed and edited with {{pkg|efibootmgr}}. | ||
The correct way for this to work when booting off local disk is for a boot variable to point to a vendor-specific bootloader program in <code>\EFI\$bootloader.efi</code> on the EFI System Partition (ESP), a specially tagged partition | The correct way for this to work when booting off local disk is for a boot variable to point to a vendor-specific bootloader program in <code>\EFI\$bootloader.efi</code> on the EFI System Partition (ESP), a specially tagged partition. The current status of that mechanics to boot in Alpine Linux are still in development and only basic support to existing made are provided. | ||
== What's this infamous "Secure Boot"? == | == What's this infamous "Secure Boot"? == | ||
| Line 150: | Line 130: | ||
It's a way for your motherboard to prevent tampering of your OS (e.g. boot-sector viruses, or backdoors installed without your knowledge). You can provide a list of certificates you trust, then the firmware enforces that everything involved with the boot process (not just the boot loader, but the OS kernel itself, and all your device firmware like your GPU BIOS) are signed with a trusted key. | It's a way for your motherboard to prevent tampering of your OS (e.g. boot-sector viruses, or backdoors installed without your knowledge). You can provide a list of certificates you trust, then the firmware enforces that everything involved with the boot process (not just the boot loader, but the OS kernel itself, and all your device firmware like your GPU BIOS) are signed with a trusted key. | ||
It works using cryptographic checksums and signatures. It '''stops your system from booting unsigned code'''. You can sign your own, and trust the certificate you used to do that signing. Or you can get the boot code signed by Microsoft - every motherboard has a small list of pre-trusted certificates which almost (always) includes Microsoft's certificates, which they currently let anyone use for a small fee. | |||
Most of the programs that are expected to run in the UEFI environment are boot loaders, but others exist too. There are also programs to deal with firmware updates before operating system startup (like fwupdate and fwupd), and other utilities may live here too. | Most of the programs that are expected to run in the UEFI environment are boot loaders, but others exist too. There are also programs to deal with firmware updates before operating system startup (like fwupdate and fwupd), and other utilities may live here too. | ||
Due the "Unsigned code curse", Alpine linux [https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface#EFI_system_partition EFI System Partition] '''are not the complete overall of the [https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface UEFI], it's just the need minimal infrastructure to property boot''' it! | |||
== How to boot unsigned code? == | == How to boot unsigned code? == | ||
'''You must disable Secure Boot. Alpine has no support | '''You must disable Secure Boot. Alpine has no support for Secure Boot as it does not have a certificate''' which some other Linux distributions (mostly enterprise-related) have. This means that on many new computer systems, users have to first disable Secure Boot to be able to install Alpine Linux and the methods for doing this vary massively from one system to another, making this potentially quite difficult for users. | ||
This is due to Microsoft's actions as a Certification Authority (CA) for Secure Boot. They sign programs/bootloaders on behalf of other trusted organizations so that their programs will run, but at great cost.. and there's nothing related to free software but affects to.. There's no Alpine Linux Certification like are with other enterprise related Linux. | |||
Take in consideration that for Alpine linux [https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface#EFI_system_partition EFI System Partition] are not the complete overall of the [https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface UEFI], it's '''just the need minimal infrastructure to property boot''' by an [https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface#Implementation_and_adoption UEFI modern machine]. See the [[Alpine and UEFI#UEFI mandatory partition mechanics|Alpine UEFI partition mechanics notes]] section in this page for details. | |||
= Overall notes and conclusions = | = Overall notes and conclusions = | ||
Currently Alpine UEFI and Secure Boot are very early stage.. | Currently Alpine UEFI and Secure Boot are very early stage.. Initial support was added and enabled for UEFI, but Secure Boot must be disabled. | ||
BIOS | BIOS computers (or UEFI computers with Compatibility Support Module) are the easiest and most reliable way to install Linux distributions in general. They do not need the new EFI partition to boot nor new special files. | ||
UEFI only | UEFI-only computers are very common nowadays and are more challenging machines in which to install Alpine linux. They will need the the new EFI partition to boot containing special files. | ||
= See Also = | = See Also = | ||
* [[Create a Bootable Compact Flash]] | * [[Create a Bootable Compact Flash]] | ||
* [[Create a bootable SDHC from a Mac]] | * [[Create a bootable SDHC from a Mac]] | ||
* [[Create a Bootable USB]] | * [[Create a Bootable USB]] | ||
* [[Create UEFI boot USB]] | * [[Create UEFI boot USB]] | ||
* [[Create UEFI | * [[Create UEFI secureboot USB]] | ||
* [https://wiki.archlinux.org/title/Unified_Extensible_Firmware_Interface UEFI - Archwiki] | |||
[[Category:Installation]] | [[Category:Installation]] | ||
[[Category:UEFI]] | |||
Latest revision as of 09:12, 10 November 2023
 This is an article and should feel less like a story (for example warnings in the article instead of a conclusion at the end) |
UEFI and BIOS definitions and introduction
For a brief introduction to UEFI and BIOS, see the ArchWiki page on the subject and the Wikipedia page for UEFI.
This article focuses on Alpine-specific information; enough material exists online as an introduction to UEFI.
Alpine UEFI support
Currently are only in basic form, not all the architectures are complete supported.
Alpine 3.7.0 introduced support for EFI System Partition. Preliminary support in that version does not create the EFI Partition and only has support for existing or manually created ones.
Alpine 3.8.0 introduced support in the installer for the GRUB boot loader so now Linux experimental users can play with combinations of solutions and proper UEFI complete installations.
EFI System Partition are not the complete overall of the UEFI, it's just the need minimal infrastructure to property boot by and UEFI modern machine. See the Alpine UEFI partition mechanics notes section in this page for details.
Please read carefully the UEFI and BIOS section of this page.
Minimum Alpine partition scheme
Alpine Linux requires a root partition, but on UEFI systems an EFI System Partition is also required. The EFI System Partition must contain a bootloader program in \EFI\$bootloader.efi. [citation needed] The current status of that mechanics to boot in Alpine Linux are still in development and only basic support to existing mades are provided. See UEFI mandatory partition mechanics for details.
Notes about the boot flags and boot partition
UEFI booting does not involve any "boot" flag, that's it's a need only for BIOS booting. The UEFI booting relies solely on the boot entries in NVRAM. Parted and its front-ends use a "boot" flag on GPT to indicate that a partition is an EFI system partition.
A BIOS boot partition is only required when using GRUB for BIOS booting from a GPT disk. The partition has nothing to do and it must not be formatted with a file system or mounted.
Alpine disk layout for UEFI
You will need a disk layout that your system firmware is capable of booting, you will need a boot partition and a root partition. Other architectures may have different requirements and not all are supported, please read UEFI mandatory partition mechanics for details.
If you don't already know what filesystem format you want your boot partition, choose vfat (i.e. FAT16 or FAT32). The root partition, and any additional partitions or LVM volume groups, may be in any format that the kernel is capable of reading.
UEFI/GPT minimal layout
| Mount point | Partition | Partition type Purpose | Recommended minimum size |
|---|---|---|---|
| /boot or /efi | /dev/sda1 | Boot system partition for EFI | 260 MiB |
| / | /dev/sda2 | Alpine Linux root system OS | 1–32 GiB |
BIOS/MBR minimal layout
| Mount point | Partition | Partition type Purpose | Recommended minimum size |
|---|---|---|---|
| /boot | /dev/sda1 | Boot grub partition (optional) | 100 MiB |
| / | /dev/sda2 | Alpine Linux root system OS | 1–32 GiB |
BIOS/GPT minimal layout
| Mount point | Partition | Partition type Purpose | Recommended minimum size |
|---|---|---|---|
| None | /dev/sda1 | BIOS boot partition | 8 MiB |
| / | /dev/sda2 | Alpine Linux root system OS | 1–32 GiB |
BIOS boot process for newbies
BIOS mainly supports two methods of booting - loading approximately 448 bytes of 8088 machine code from the start of a floppy disk, or the same from the start of a fixed IDE disk.
BIOS can only assume one boot loader occupying the start of hard drive. So each OS overwrites it with its own boot loader. This is very messy. There's also the 2 TiB issue with MBR.
In order to make your drive more useful, it's split up into partitions - chunks of disk space which can be treated as independent drives from inside your OS. Windows (following on from MS-DOS) only supports one method for partitioning its boot drive on BIOS systems, which is MBR.
MBR cannot handle disks larger than 2 TiB (232 × 512 bytes). Therefore, it is impossible to use any drive space beyond 2 TiB using MBR layout. So if you're booting from it and use BIOS, you MUST use MBR - and you simply can't use any space beyond that if your boot drive is 2TB or bigger.
Modern motherboards (since approximately 2011 onwards) are using UEFI natively, but most can emulate BIOS through the CSM (Compatibility Support Module) to maintain support for BIOS-style booting.
UEFI boot process explained
Well, let's start with installers. It'll read a UDF or FAT32-formatted USB drive or DVD, and look for the file /efi/boot/bootx64.efi and run it. An app, written in the UEFI "OS". It can be anything! Here's classic text adventure Zork, as a UEFI app.
It's possible to make boot media which is valid for both UEFI and BIOS. Unfortunately, in a slightly user-unfriendly twist, you (the user) need to pick the right boot entry. For example, on the wife's PC, a USB stick gets listed as both "UEFI: Sandisk Cruzer Edge" and "USB: Sandisk Cruzer Edge". Just... make sure you pick the right entry. It's impossible to change mode after this point.
It uses a different partitioning system called GPT instead of MBR, and secondly it creates an extra ~100 meg partition called the "EFI System Partition" - a FAT32 partition where the boot loader apps get installed to (no more boot sectors).
Each OS will stick its boot loader somewhere in the ESP, then send a signal to the firmware to write this new loader's location into the CMOS. Each entry installed in this manner will get its own listing in your "boot devices" list on the firmware - so if you installed MACOSX, you'll have "MACOSX Boot Manager" as an entry next to your DVD drive and hard drive after you reboot. This is why you don't do the old "unplug drive A when installing a different OS to drive B" thing, or swap cables, or anything like that. You should only have one ESP, the one on drive A.
UEFI mandatory partition mechanics
Regular UEFI boot has several lists of possible boot entries, stored in UEFI config variables (normally in NVRAM), and boot order config variables stored alongside them. Unfortunately, some PC UEFI implementations have got this wrong and don't work properly. The most important of these can be viewed and edited with efibootmgr.
The correct way for this to work when booting off local disk is for a boot variable to point to a vendor-specific bootloader program in \EFI\$bootloader.efi on the EFI System Partition (ESP), a specially tagged partition. The current status of that mechanics to boot in Alpine Linux are still in development and only basic support to existing made are provided.
What's this infamous "Secure Boot"?
It's a way for your motherboard to prevent tampering of your OS (e.g. boot-sector viruses, or backdoors installed without your knowledge). You can provide a list of certificates you trust, then the firmware enforces that everything involved with the boot process (not just the boot loader, but the OS kernel itself, and all your device firmware like your GPU BIOS) are signed with a trusted key.
It works using cryptographic checksums and signatures. It stops your system from booting unsigned code. You can sign your own, and trust the certificate you used to do that signing. Or you can get the boot code signed by Microsoft - every motherboard has a small list of pre-trusted certificates which almost (always) includes Microsoft's certificates, which they currently let anyone use for a small fee.
Most of the programs that are expected to run in the UEFI environment are boot loaders, but others exist too. There are also programs to deal with firmware updates before operating system startup (like fwupdate and fwupd), and other utilities may live here too.
Due the "Unsigned code curse", Alpine linux EFI System Partition are not the complete overall of the UEFI, it's just the need minimal infrastructure to property boot it!
How to boot unsigned code?
You must disable Secure Boot. Alpine has no support for Secure Boot as it does not have a certificate which some other Linux distributions (mostly enterprise-related) have. This means that on many new computer systems, users have to first disable Secure Boot to be able to install Alpine Linux and the methods for doing this vary massively from one system to another, making this potentially quite difficult for users.
This is due to Microsoft's actions as a Certification Authority (CA) for Secure Boot. They sign programs/bootloaders on behalf of other trusted organizations so that their programs will run, but at great cost.. and there's nothing related to free software but affects to.. There's no Alpine Linux Certification like are with other enterprise related Linux.
Take in consideration that for Alpine linux EFI System Partition are not the complete overall of the UEFI, it's just the need minimal infrastructure to property boot by an UEFI modern machine. See the Alpine UEFI partition mechanics notes section in this page for details.
Overall notes and conclusions
Currently Alpine UEFI and Secure Boot are very early stage.. Initial support was added and enabled for UEFI, but Secure Boot must be disabled.
BIOS computers (or UEFI computers with Compatibility Support Module) are the easiest and most reliable way to install Linux distributions in general. They do not need the new EFI partition to boot nor new special files.
UEFI-only computers are very common nowadays and are more challenging machines in which to install Alpine linux. They will need the the new EFI partition to boot containing special files.