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-rw-r--r--docs/README.altbootmethods128
-rw-r--r--docs/README.bootparams127
-rw-r--r--docs/README.build112
-rw-r--r--docs/README.knowissues16
-rw-r--r--docs/README.transfer122
5 files changed, 505 insertions, 0 deletions
diff --git a/docs/README.altbootmethods b/docs/README.altbootmethods
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+INDEX
+-----
+
+* Alternative boot methods (configs/releng)
+ * ISO in loopback mode
+ * ISO in memdisk mode
+ * Network booting (PXE) [first stage]
+ * DHCP + TFTP
+ * DHCP + HTTP
+ * HTTP/NFS/NBD [second stage]
+
+
+
+*** Alternative boot methods (configs/releng)
+
+ISO images names consist of: archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+
+Where:
+ <YYYY> Year
+ <MM> Month
+ <DD> Day
+ <ARCH> i686 | x86_64 | dual(*)
+
+(*) "dual" includes both i686 and x86_64 architectures.
+
+
+** ISO in loopback mode.
+
+Note: Described method is for using with GRUB2.
+ GRUB2 is installed on target media and archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+ is at path <TARGET-PATH> on disk <D> and partition <P>,
+ where filesystem is labeled as <TARGET-FS-LABEL>.
+
+menuentry "Arch Linux (x86_64)" {
+ set isofile="/<TARGET-PATH>/archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso"
+ loopback loop (hd<D>,<P>)$isofile
+ linux (loop)/arch/boot/x86_64/vmlinuz archisolabel=<FS-LABEL> img_label=<TARGET-FS-LABEL> img_loop=$isofile
+ initrd (loop)/arch/boot/x86_64/archiso.img
+}
+
+menuentry "Arch Linux (i686)" {
+ set isofile="/<TARGET-PATH>/archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso"
+ loopback loop (hd<D>,<P>)$isofile
+ linux (loop)/arch/boot/i686/vmlinuz archisolabel=<FS-LABEL> img_label=<TARGET-FS-LABEL> img_loop=$isofile
+ initrd (loop)/arch/boot/i686/archiso.img
+}
+
+
+** ISO in memdisk mode.
+
+Note: Described method is for using with SYSLINUX. Anyway MEMDISK from SYSLINUX can work
+ with other bootloaders.
+ SYSLINUX is installed on target media and archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+ is at path <TARGET-PATH>.
+ On 32-bit systems, is needed to pass vmalloc=nnM to the kernel, where nn is the size
+ of the ISO image plus 64 MiB (or 128 MiB).
+
+
+LABEL arch_x64
+ LINUX memdisk
+ INITRD /<TARGET-PATH>/archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+ APPEND iso
+
+LABEL arch_x32
+ LINUX memdisk
+ INITRD /<TARGET-PATH>/archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+ APPEND iso
+
+
+** Network booting (PXE).
+
+All ISOs are ready to act as PXE server, some manual steps are needed
+to setup the desired PXE boot mode.
+Alternatively it is possible to use an existing PXE server following the same logic.
+Note: Setup network first, adjust IP adresses, and respect all slashes "/".
+
+First stage is for loading kernel and initramfs via PXE, two methods described here:
+
+* DHCP + TFTP
+
+Note: All NIC firmwares should support this.
+
+# dnsmasq --port=0 \
+ --enable-tftp \
+ --tftp-root=/run/archiso/bootmnt \
+ --dhcp-range=192.168.0.2,192.168.0.254,86400 \
+ --dhcp-boot=/arch/boot/syslinux/gpxelinux.0 \
+ --dhcp-option-force=209,boot/syslinux/archiso.cfg \
+ --dhcp-option-force=210,/arch/
+
+* DHCP + HTTP
+
+Note: Not all NIC firmware supports HTTP and DNS (if domain name is used).
+ At least this works with iPXE and gPXE.
+
+# dnsmasq --port=0 \
+ --dhcp-range=192.168.0.2,192.168.0.254,86400 \
+ --dhcp-boot=http://192.168.0.7/arch/boot/syslinux/gpxelinux.0 \
+ --dhcp-option-force=209,boot/syslinux/archiso.cfg \
+ --dhcp-option-force=210,http://192.168.0.7/arch/
+
+
+Once the kernel is started from PXE, SquashFS files and other misc files
+inside "arch" directory must be loaded (second stage). One of the following
+methods can be used to serve the rest of live-medium.
+
+* HTTP
+
+# darkhttpd /run/archiso/bootmnt
+
+
+* NFS
+
+# echo "/run/archiso/bootmnt 192.168.0.*(ro,no_subtree_check,no_root_squash)" >> /etc/exports
+# rc.d start rpcbind nfs-common nfs-server
+
+
+* NBD
+
+Note: Adjust ARCH_201207 as needed.
+
+# cat << EOF > /tmp/nbd-server.conf
+[generic]
+[archiso]
+ readonly = true
+ exportname = /dev/disk/by-label/ARCH_201207
+EOF
+# nbd-server -C /tmp/nbd-server.conf
diff --git a/docs/README.bootparams b/docs/README.bootparams
new file mode 100644
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+++ b/docs/README.bootparams
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+INDEX
+-----
+
+* Boot parameters (initramfs stage)
+ * hooks/archiso
+ * hooks/archiso_pxe_common
+ * hooks/archiso_pxe_nbd
+ * hooks/archiso_pxe_http
+ * hooks/archiso_pxe_nfs
+ * hooks/archiso_loop_mnt
+
+
+
+*** Boot parameters (initramfs stage)
+
+** hooks/archiso
+
+* archisolabel= Set the filesystem label where archiso files reside.
+ Default: (unset)
+* archisodevice= Set the device node where archiso medium is located.
+ Default: "/dev/disk/by-label/${archisolabel}"
+* archisobasedir= Set the base directory where all files reside.
+ Default: "arch"
+* aitab= Set the path for "aitab" file.
+ Default: ${archisobasedir}/aitab
+* copytoram= If set to "y" or just "copytoram" without arguments,
+ all SquashFS are copied to "RAM".
+ Default: (unset)
+* checksum= If set to "y" or just "checksum" without arguments,
+ performs a self-test of all files inside ${install_dir},
+ and continue booting if ok.
+ Default: (unset)
+* cow_label= Set the filesystem label where COW (dm-snapshot)
+ files must be stored.
+ Default: (unset)
+* cow_device= Set the device node where COW (dm-snapshot) files
+ must be stored.
+ Default: (unset) or "/dev/disk/by-label/${cow_label}"
+* cow_directory= Set a directory inside ${cow_device}.
+ Default: "/persistent_${archisolabel}/${arch}"
+* cow_persistent= Set if snapshots are persistent "P" or non-persistent "N".
+ Default: "N" (if no ${cow_device} is used) otherwise "P".
+* cowspace_size= Set the size of tmpfs /cowspace. This space is used for
+ Copy-On-Write files of dm-snapshot.
+ Size is in bytes (suffix with "k", "m" and "g") or
+ in percentage of available RAM.
+ Default: "75%"
+* cowfile_size= Set the size for all files to be used as COW (dm-snapshot),
+ in percentage of the ro-device.fs file. This is mostly useful
+ when cow_device= is used and filesystem does not support
+ sparse files (ie VFAT).
+ Default: "100%"
+* copytoram_size= Set the size of tmpfs. This space is used for
+ copy of all SquashFS images used, if copytoram=y.
+ Size is in bytes (suffix with "k", "m" and "g") or
+ in percentage of available RAM.
+ Default: "75%"
+* dm_snap_prefix= Set a prefix for device-mapper snapshot node names.
+ Default: "arch"
+* arch= Force an architecture type (i686 | x86_64).
+ Do not set it for normal operations.
+ Useful for running a 64 bit kernel / 32 bit userspace.
+ Default: (architecture of running kernel)
+
+
+** hooks/archiso_pxe_common
+
+* ip= This parameter is setup automatically by PXELINUX
+ when option "IPAPPEND" is set to 1 or 2 in config.
+ ip=<client-ip>:<boot-server-ip>:<gw-ip>:<netmask>
+ Default: (set via PXE server)
+* BOOTIF= This parameter is setup automatically by PXELINUX
+ when option "IPAPPEND" is set to 2 or 3 in config.
+ BOOTIF=<hardware-address-of-boot-interface>
+ Default: (set via PXELINUX)
+* copy_resolvconf= Copy /etc/resolv.conf from initramfs to live-enviroment.
+ Set to "n" to skip them.
+ Default: "y"
+
+
+** hooks/archiso_pxe_nbd
+
+* archiso_nbd_name= Set NBD export name used by the server.
+ Default: archiso
+* archiso_nbd_srv= Set an IP address where NBD reside.
+ If ${pxeserver} is used, PXE IP will be used.
+ Default: (unset)
+
+
+** hooks/archiso_pxe_http
+
+* archiso_http_srv= Set an HTTP URL (must end with /) where ${archisobasedir}
+ is found with all *.sfs files.
+ In the IP/domain part if ${pxeserver} is used, use PXE IP.
+ Default: (unset)
+* archiso_http_spc= Set the size of tmpfs where *.sfs files are downloaded.
+ Default: "75%"
+
+
+** hooks/archiso_pxe_nfs
+
+* archiso_nfs_srv= Set the NFS-IP:/path of the server
+ In the IP part if ${pxeserver} is used, PXE IP will be used.
+ Default: (unset)
+* archiso_nfs_opt= Set NFS mount options separated by comma.
+ Default: (unset, see below)
+ These are the implicit options:
+ port = as given by server portmap daemon
+ rsize = 1024
+ wsize = 1024
+ timeo = 7
+ retrans = 3
+ acregmin = 3
+ acregmax = 60
+ acdirmin = 30
+ acdirmax = 60
+ flags = hard, nointr, noposix, cto, ac
+
+
+** hooks/archiso_loop_mnt
+
+* img_label= Set the filesystem label where archiso-image.iso.
+ Default: (unset)
+* img_dev= Device where archiso-image.iso reside.
+ Default: (unset) or "/dev/disk/by-label/${img_label}"
+* img_loop= Full path where archiso-image.iso is located on ${img_dev}
+ Default: (unset)
diff --git a/docs/README.build b/docs/README.build
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+++ b/docs/README.build
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+INDEX
+-----
+
+* Build requirements
+* Image types generated by mkarchiso.
+* File format for aitab.
+* Why the /isolinux and /arch/boot/syslinux directories?
+* Building the most basic Arch Linux live media. (configs/baseline)
+* Building official Arch Linux live media. (configs/releng)
+
+
+
+*** Build requirements
+
+** For mkarchiso script needs these packages (build host):
+ + squashfs-tools for mksquashfs
+ + libisoburn for xorriso
+ + btrfs-progs for mkfs.btrfs (optional)
+
+** For configs/releng build.sh needs theses packages (build host):
+ + dosfstools for mkfs.vfat
+ + patch for patch
+ + lynx for fetching the latest installation guide
+
+** For these hooks needs these packages (on target root-image)
+* archiso
+ + (none)
+* archiso_loop_mnt
+ + (none)
+* archiso_pxe_common
+ + mkinitcpio-nfs-utils for ipconfig
+* archiso_pxe_nbd
+ + nbd for nbd-client
+* archiso_pxe_http
+ + curl for curl
+* archiso_pxe_nfs
+ + mkinitcpio-nfs-utils for nfsmount
+* archiso_shutdown
+ + (none)
+
+
+*** Image types generated by mkarchiso.
+
+* image-name.sfs SquashFS image with all files directly on it.
+* image-name.fs.sfs SquashFS with only one file inside (image-name.fs),
+ which is an image of some type of filesystem
+ (ext4, ext3, ext2, xfs), all files reside on it.
+
+
+*** File format for aitab.
+
+The aitab file holds information about the filesystems images that must be
+created by mkarchiso and mounted at initramfs stage from the archiso hook.
+It consists of some fields which define the behaviour of images.
+
+# <img> <mnt> <arch> <sfs_comp> <fs_type> <fs_size>
+
+<img> Image name without extension (.fs .fs.sfs .sfs).
+<mnt> Mount point.
+<arch> Architecture { i686 | x86_64 | any }.
+<sfs_comp> SquashFS compression type { gzip | lzo | xz }.
+<fs_type> Set the filesystem type of the image
+ { ext4 | ext3 | ext2 | xfs | btrfs }.
+ A special value of "none" denotes no usage of a filesystem.
+ In that case all files are pushed directly to SquashFS filesystem.
+<fs_size> An absolute value of file system image size in MiB.
+ (example: 100, 1000, 4096, etc)
+ A relative value of file system free space [in percent].
+ {1%..99%} (example 50%, 10%, 7%).
+ This is an estimation, and calculated in a simple way.
+ Space used + 10% (estimated for metadata overhead) + desired %
+
+
+*** Why the /isolinux and /arch/boot/syslinux directories?
+
+The /isolinux directory holds files needed for the ISOLINUX boot loader
+module of SYSLINUX. ISOLINUX can not find config files on
+/arch/boot/syslinux, like other boot loaders modules (EXTLINUX, SYSLINUX, etc).
+When make your custom boot-pendrive, you need to copy /arch directory to it.
+/isolinux/isolinux.cfg just holds /arch/boot/syslinux/syslinux.cfg
+
+
+
+*** Building the most basic Arch Linux live media. (configs/baseline)
+
+* Install needed packages.
+ # pacman -S git make squashfs-tools libisoburn rsync --needed
+
+* Install archiso.
+ # git clone git://projects.archlinux.org/archiso.git
+ # make -C archiso install
+
+* Build a basic iso.
+ # /usr/share/archiso/configs/baseline/build.sh
+
+Note: If you want to customize, just see the configs/releng directory which is
+used to build official images with much more things.
+
+
+*** Building official Arch Linux live media. (configs/releng)
+
+* Install needed packages.
+ # pacman -S git make squashfs-tools libisoburn dosfstools lynx patch --needed
+
+* Install archiso.
+ # git clone git://projects.archlinux.org/archiso.git
+ # make -C archiso install
+
+* Build them!
+ # /usr/share/archiso/configs/releng/build.sh build all
+
+Note: See build.sh -h for more options.
diff --git a/docs/README.knowissues b/docs/README.knowissues
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+*** Know issues
+
+** (1) On shutdown lots of messages from systemd like:
+
+ "Could not unmount /run/archiso/<ABC>: Device or resource busy"
+ "Could not delete loopback /dev/loop<N>: Device or resource busy"
+ This is not a real issue since, all mounted filesystem, loopback devices
+ and device mapper devices made by archiso will be "free" on "shutdown tmpfs"
+ (A.K.A deinitramfs), build at initramfs by [archiso_shutdown] initcpio hook.
+ Proper shutdown is mostly important when persistent is used.
+
+** (2) syslinux 4.05 bug with relative directories on FAT:
+
+ "Could not find kernel image: boot/syslinux/whichsys.c32"
+ This should be fixed in 4.06. For now, workaround with:
+ sed -i "s|../../|/arch|" /<MNT-TARGET-N>/arch/boot/syslinux/syslinux.cfg
diff --git a/docs/README.transfer b/docs/README.transfer
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+++ b/docs/README.transfer
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+INDEX
+-----
+
+* Transfer ISO file to target medium (configs/releng)
+ * To -> CD / DVD / BD
+ * To -> USB-key / SD / HDD / SSD
+ * PC-BIOS (MBR)
+ * PC-BIOS (ISOHYBRID-MBR)
+ * PC-EFI (GPT) [x86_64 only]
+
+
+
+*** Transfer ISO image to target medium (configs/releng)
+
+ISO images names consist of: archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+
+Where:
+ <YYYY> Year
+ <MM> Month
+ <DD> Day
+ <ARCH> i686 | x86_64 | dual(*)
+
+(*) "dual" includes both i686 and x86_64 architectures.
+
+
+** To -> CD / DVD / BD
+
+Note: All ISO images are booteable on a PC-BIOS via "El Torito" in no-emulation mode,
+ All x86_64 ISO images are booteable on a PC-EFI via "El Torito" in no-emulation mode.
+
+Nomeclature:
+ <B> scsibus number
+ <T> target number
+ <L> lun number
+ (Note: see cdrecord -scanbus, for these numbers)
+
+
+1) Write it directly using your favorite recording program.
+# cdrecord dev=<B>,<T>,<L> -dao archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+
+
+** To -> USB Flash Drive (USB-key) / Memory card (SD) /
+ Hard-Disk Drive (HDD) / Solid-State Drive (SSD)
+
+Note: These steps are the general workflow, you can skip some of them,
+ using another filesystem if your bootloader supports it,
+ installing to another directory than "arch/" or using more than
+ one partition. Just ensure that main boot params options
+ (archisolabel= and archisobasedir=) are set correctly according to your setup.
+
+Nomeclature:
+<DEV-TARGET>: Device node of the drive where ISO contents should be copied
+ (example: /dev/sdx)
+<DEV-TARGET-N>: Device node of the partition on <DEV-TARGET>
+ (example: /dev/sdx1)
+<MNT-TARGET-N>: Mount point path where <DEV-TARGET-N> is mounted
+ (example: /mnt/sdx/1)
+<ISO-SOURCE>: Path to the ISO file archlinux-<YYYY>.<MM>.<DD>-<ARCH>.iso
+ (example: ~/archlinux-2012.07.22-x86_64.iso)
+<FS-LABEL>: Represents the filesystem label of the <ISO-SOURCE>
+ (example: ARCH_201207 [for all ~/archlinux-2012.07.*.iso])
+
+
+* PC-BIOS (MBR):
+
+Note: Using here a MBR partition mode as example, but GPT should also works
+ if machine firmware is not broken.
+ Just ensure that partition is set with attribute "2: legacy BIOS bootable"
+ and use gptmbr.bin instead of mbr.bin for syslinux.
+
+1) Create one partition entry in MBR (of type "b" for FAT32 or "83" for EXTFS)
+ and mark it as "active" (bootable).
+# fdisk <DEV-TARGET>
+
+2) Create a FAT32 or EXTFS filesystem on such partition and setup a label.
+# mkfs.vfat -F 32 -n <FS-LABEL> <DEV-TARGET-N>
+# mkfs.ext4 -L <FS-LABEL> <DEV-TARGET-N>
+
+3) Mount target filesystem.
+# mount <DEV-TARGET-N> <MNT-TARGET-N>
+
+4) Extract ISO image on target filesystem.
+# bsdtar -x --exclude=isolinux/ --exclude=EFI/ --exclude=loader/ -f <ISO-SOURCE> -C <MNT-TARGET-N>
+
+5) Install syslinux bootloader on target filesystem. (See know issue (2) if using FAT)
+# extlinux -i <MNT-TARGET-N>/arch/boot/syslinux
+
+6) Unmount target filesystem.
+# umount <MNT-TARGET-N>
+
+7) Install syslinux MBR boot code on target drive.
+# dd bs=440 count=1 conv=notrunc if=/usr/lib/syslinux/mbr.bin of=<DEV-TARGET>
+
+
+* PC-BIOS (ISOHYBRID-MBR):
+
+Note: This method is the most easily, quick and dirty, but is the most limited
+ if you want to use your target medium for other purposes.
+
+1) Dump ISO file to target medium.
+# dd if=<ISO-SOURCE> of=<DEV-TARGET>
+
+
+* PC-EFI (GPT) [x86_64 only]
+
+Note: Using here a GPT partition mode as example, but MBR should also works
+ if machine firmware is not broken.
+
+1) Create one partition entry in GPT (of type "ef00")
+# gdisk <DEV-TARGET>
+
+2) Create a FAT32 filesystem on such partition and setup a label.
+# mkfs.vfat -F 32 -n <FS-LABEL> <DEV-TARGET-N>
+
+3) Mount target filesystem.
+# mount <DEV-TARGET-N> <MNT-TARGET-N>
+
+4) Extract ISO image on target filesystem.
+# bsdtar -x --exclude=isolinux/ --exclude=EFI/archiso/ --exclude=arch/boot/syslinux/ -f <ISO-SOURCE> -C <MNT-TARGET-N>
+
+5) Unmount target filesystem.
+# umount <MNT-TARGET-N>