Chapter 8. Booting and Configuring a Linux System

Contents

8.1. The Linux Boot Process
8.2. The init Process
8.3. System Configuration via /etc/sysconfig

Abstract

Booting a Linux system involves various different components. This chapter outlines the underlying principles and highlights the components involved. The concept of runlevels and SUSE's system configuration with sysconfig are also discussed in this chapter.


8.1. The Linux Boot Process

The Linux boot process consists of several stages each represented by another component. The following list briefly summarizes the boot process and features all the major components involved.

  1. BIOS.  After the computer has been turned on, the BIOS initializes the screen and keyboard and tests the main memory. Up to this stage, the machine does not access any mass storage media. Subsequently, the information about the current date, time, and the most important peripherals are loaded from the CMOS values. When the first hard disk and its geometry are recognized, the system control passes from the BIOS to the boot loader.

  2. Boot Loader.  The first physical 512-byte data sector of the first hard disk is loaded into the main memory and the boot loader that resides at the beginning of this sector takes over. The commands executed by the boot loader determine the remaining part of the boot process. Therefore, the first 512 bytes on the first hard disk are referred to as the Master Boot Record (MBR). The boot loader then passes control to the actual operating system, in this case, the Linux kernel. More information about GRUB, the Linux boot loader, can be found in Chapter 9, The Boot Loader.

  3. Kernel and initramfs.  To pass system control, the boot loader loads both the kernel and an initial RAM-based file system (initramfs) into memory. The contents of the initial ramfs can be used by the kernel directly. The init ramfs contains a small executable called init that handles the mounting of the real root file system. In former versions of SUSE Linux, these tasks were handled by initrd and linuxrc, respectively. For more information about initramfs, refer to Section 8.1.1, “initramfs”.

  4. init on initramfs.  This program performs all actions needed to mount the proper root file system, like providing kernel functionality for the needed file system and device drivers for mass storage controllers with udev. After the root file system has been found, it is checked for errors and mounted. If this has been successful, the initramfs is cleaned and the init program on the root file system is executed. For more information about init, refer to Section 8.1.2, “init on initramfs”. Find more information about udev in Chapter 12, Dynamic Kernel Device Management with udev.

  5. init.  init handles the actual booting of the system through several different levels providing different functionality. init is described in Section 8.2, “The init Process”.

8.1.1. initramfs

initramfs is a small cpio archive that the kernel can load to a RAM disk. It provides a minimal Linux environment that enables the execution of programs before the actual root file system is mounted. This minimal Linux environment is loaded into memory by BIOS routines and does not have specific hardware requirements other than sufficient memory. initramfs must always provide an executable named init that should execute the actual init program on the root file system for the boot process to proceed.

Before the actual root file system can be mounted and the actual operating system can be started, the kernel needs the corresponding drivers to access the device on which the root file system is located. These drivers may include special drivers for certain kinds of hard drives or even network drivers to access a network file system. The needed modules for the root file system may be loaded by init on initramfs. After the modules are loaded, udev provides the initramfs with the needed devices. initramfs is available during the entire boot process. This makes it possible to handle all device events generated during boot.

If you need to change hardware (hard disks) in an installed system and this hardware requires different drivers to be present in the kernel at boot time, you must update initramfs. This is done in the same way as with initramfs' predecessor, initrd, by calling mkinitrd. Calling mkinitrd without any argument creates an initramfs. Calling mkinitrd -R creates an initrd. In SUSE Linux, the modules to load are specified by the variable INITRD_MODULES in /etc/sysconfig/kernel. After installation, this variable is automatically set to the correct value. The modules are loaded in exactly the order in which they appear in INITRD_MODULES. This is especially important if several SCSI drivers are used, because otherwise the names of the hard disks would change. Strictly speaking, it would be sufficient just to load those drivers needed to access the root file system. However, all SCSI drivers needed for installation are loaded by means of initramfs or initrd because later loading could be problematic.

[Important]Updating initramfs or initrd

The boot loader loads initramfs or initrd in the same way as the kernel. It is not necessary to reinstall GRUB after updating initramfs or initrd, because GRUB searches the directory for the right file when booting.

8.1.2. init on initramfs

The main purpose of init on initramfs is to prepare the mounting of and access to the real root file system. Depending on your actual system configuration, init is responsible for the following tasks.

Loading Kernel Modules

Depending on your hardware configuration, special drivers may be needed to access the hardware components of your computer (the most important component being your hard drive). To access the final root file system, the kernel needs to load the proper file system drivers.

Providing Special Block Files

For each loaded module, the kernel generates device events. udev handles these events and generates the needed device special files on a RAM file system in /dev. Without those special files, the file system would not be accessible.

Managing RAID and LVM Setups

If you configured your system to hold the root file system under RAID or LVM, init sets up LVM or RAID to enable access to the root file sytem later. Information about RAID can be found in Section 2.2, “Soft RAID Configuration”. Information about LVM can be found in Section 2.1, “LVM Configuration”.

Managing Network Configuration

If you configured your system to use a network-mounted root file system (mounted via NFS), init must make sure that the proper network drivers are loaded and that they are set up to allow access to the root file system.

When init is called during the initial boot as part of the installation process, its tasks differ from those mentioned earlier:

Finding the Installation Medium

As you start the installation process, your machine loads an installation kernel and a special initrd with the YaST installer from the installation medium. The YaST installer, which is run in a RAM file system, needs to have information about the actual location of the installation medium to access it and install the operating system.

Initiating Hardware Recognition and Loading Appropriate Kernel Modules

As mentioned in Section 8.1.1, “initramfs”, the boot process starts with a minimum set of drivers that can be used with most hardware configurations. init starts an initial hardware scanning process that determines the set of drivers suitable for your hardware configuration. These values are later written to INITRD_MODULES in /etc/sysconfig/kernel to enable any subsequent boot process to use a custom initrd or in a /etc/sysconfig/hardware/hwconfig-* file if the device is not needed during the boot process. During the installation process, init loads this set of modules.

Loading the Installation System or Rescue System

As soon as the hardware has been properly recognized, the appropriate drivers have been loaded, and udev has created the device special files, init starts the installation system, which contains the actual YaST installer, or the rescue system.

Starting YaST

Finally, init starts YaST, which starts package installation and system configuration.