Difference between revisions of "Host Bootloader"

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(Created page with "<!--PVE_IMPORT_START_MARKER--> <!-- Do not edit - this is autogenerated content --> {{#pvedocs:system-booting-plain.html}} Category:Reference Documentation <pvehide>...")
 
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Manually keeping a kernel bootable
 
Manually keeping a kernel bootable
 
Should you wish to add a certain kernel and initrd image to the list of
 
Should you wish to add a certain kernel and initrd image to the list of
bootable kernel use pve-efiboot-tool kernel add.
+
bootable kernels use pve-efiboot-tool kernel add.
 
For example run the following to add the kernel with ABI version 5.0.15-1-pve
 
For example run the following to add the kernel with ABI version 5.0.15-1-pve
 
to the list of kernels to keep installed and synced to all ESPs:
 
to the list of kernels to keep installed and synced to all ESPs:
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/etc/kernel/pve-efiboot-uuids in sync you just need to run:
 
/etc/kernel/pve-efiboot-uuids in sync you just need to run:
 
  pve-efiboot-tool refresh
 
  pve-efiboot-tool refresh
(The equivalent to running update-grub on Systems being booted with grub).
+
(The equivalent to running update-grub on systems being booted with grub).
 
This is necessary should you make changes to the kernel commandline, or want to
 
This is necessary should you make changes to the kernel commandline, or want to
sync all kernels and initrds after regenerating the latter.
+
sync all kernels and initrds.
 +
Both update-initramfs and apt (when necessary) will automatically
 +
trigger a refresh.
 
Editing the kernel commandline
 
Editing the kernel commandline
 
You can modify the kernel commandline in the following places, depending on the
 
You can modify the kernel commandline in the following places, depending on the
bootloarder used:
+
bootloader used:
 
Grub
 
Grub
 
The kernel commandline needs to be placed in the variable
 
The kernel commandline needs to be placed in the variable
Line 123: Line 125:
 
/boot/grub/grub.cfg.
 
/boot/grub/grub.cfg.
 
Systemd-boot
 
Systemd-boot
The kernel commandline needs to be placed as line in /etc/kernel/cmdline
+
The kernel commandline needs to be placed as one line in /etc/kernel/cmdline.
Running /etc/kernel/postinst.d/zz-pve-efiboot sets it as option line for
+
To apply your changes, run pve-efiboot-tool refresh, which sets it as the
all config files in loader/entries/proxmox-*.conf.
+
option line for all config files in loader/entries/proxmox-*.conf.
 
</pvehide>
 
</pvehide>
 
<!--PVE_IMPORT_END_MARKER-->
 
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Revision as of 08:08, 6 December 2019

Proxmox VE currently uses one of two bootloaders depending on the disk setup selected in the installer.

For EFI Systems installed with ZFS as the root filesystem systemd-boot is used, unless Secure Boot is enabled. All other deployments use the standard GRUB bootloader (this usually also applies to systems which are installed on top of Debian).

Partitioning Scheme Used by the Installer

The Proxmox VE installer creates 3 partitions on all disks selected for installation.

The created partitions are:

  • a 1 MB BIOS Boot Partition (gdisk type EF02)

  • a 512 MB EFI System Partition (ESP, gdisk type EF00)

  • a third partition spanning the set hdsize parameter or the remaining space used for the chosen storage type

Systems using ZFS as root filesystem are booted with a kernel and initrd image stored on the 512 MB EFI System Partition. For legacy BIOS systems, and EFI systems with Secure Boot enabled, GRUB is used, for EFI systems without Secure Boot, systemd-boot is used. Both are installed and configured to point to the ESPs.

GRUB in BIOS mode (--target i386-pc) is installed onto the BIOS Boot Partition of all selected disks on all systems booted with GRUB
[These are all installs with root on ext4 or xfs and installs with root on ZFS on non-EFI systems]
.

Synchronizing the content of the ESP with proxmox-boot-tool

proxmox-boot-tool is a utility used to keep the contents of the EFI System Partitions properly configured and synchronized. It copies certain kernel versions to all ESPs and configures the respective bootloader to boot from the vfat formatted ESPs. In the context of ZFS as root filesystem this means that you can use all optional features on your root pool instead of the subset which is also present in the ZFS implementation in GRUB or having to create a separate small boot-pool
[Booting ZFS on root with GRUB https://github.com/zfsonlinux/zfs/wiki/Debian-Stretch-Root-on-ZFS]
.

In setups with redundancy all disks are partitioned with an ESP, by the installer. This ensures the system boots even if the first boot device fails or if the BIOS can only boot from a particular disk.

The ESPs are not kept mounted during regular operation. This helps to prevent filesystem corruption to the vfat formatted ESPs in case of a system crash, and removes the need to manually adapt /etc/fstab in case the primary boot device fails.

proxmox-boot-tool handles the following tasks:

  • formatting and setting up a new partition

  • copying and configuring new kernel images and initrd images to all listed ESPs

  • synchronizing the configuration on kernel upgrades and other maintenance tasks

  • managing the list of kernel versions which are synchronized

  • configuring the boot-loader to boot a particular kernel version (pinning)

You can view the currently configured ESPs and their state by running:

# proxmox-boot-tool status
Setting up a new partition for use as synced ESP

To format and initialize a partition as synced ESP, e.g., after replacing a failed vdev in an rpool, or when converting an existing system that pre-dates the sync mechanism, proxmox-boot-tool from proxmox-kernel-helper can be used.

Warning the format command will format the <partition>, make sure to pass in the right device/partition!

For example, to format an empty partition /dev/sda2 as ESP, run the following:

# proxmox-boot-tool format /dev/sda2

To setup an existing, unmounted ESP located on /dev/sda2 for inclusion in Proxmox VE’s kernel update synchronization mechanism, use the following:

# proxmox-boot-tool init /dev/sda2

or

# proxmox-boot-tool init /dev/sda2 grub

to force initialization with GRUB instead of systemd-boot, for example for Secure Boot support.

Afterwards /etc/kernel/proxmox-boot-uuids should contain a new line with the UUID of the newly added partition. The init command will also automatically trigger a refresh of all configured ESPs.

Updating the configuration on all ESPs

To copy and configure all bootable kernels and keep all ESPs listed in /etc/kernel/proxmox-boot-uuids in sync you just need to run:

# proxmox-boot-tool refresh

(The equivalent to running update-grub systems with ext4 or xfs on root).

This is necessary should you make changes to the kernel commandline, or want to sync all kernels and initrds.

Note Both update-initramfs and apt (when necessary) will automatically trigger a refresh.
Kernel Versions considered by proxmox-boot-tool

The following kernel versions are configured by default:

  • the currently running kernel

  • the version being newly installed on package updates

  • the two latest already installed kernels

  • the latest version of the second-to-last kernel series (e.g. 5.0, 5.3), if applicable

  • any manually selected kernels

Manually keeping a kernel bootable

Should you wish to add a certain kernel and initrd image to the list of bootable kernels use proxmox-boot-tool kernel add.

For example run the following to add the kernel with ABI version 5.0.15-1-pve to the list of kernels to keep installed and synced to all ESPs:

# proxmox-boot-tool kernel add 5.0.15-1-pve

proxmox-boot-tool kernel list will list all kernel versions currently selected for booting:

# proxmox-boot-tool kernel list
Manually selected kernels:
5.0.15-1-pve

Automatically selected kernels:
5.0.12-1-pve
4.15.18-18-pve

Run proxmox-boot-tool kernel remove to remove a kernel from the list of manually selected kernels, for example:

# proxmox-boot-tool kernel remove 5.0.15-1-pve
Note It’s required to run proxmox-boot-tool refresh to update all EFI System Partitions (ESPs) after a manual kernel addition or removal from above.

Determine which Bootloader is Used

screenshot/boot-grub.png

The simplest and most reliable way to determine which bootloader is used, is to watch the boot process of the Proxmox VE node.

You will either see the blue box of GRUB or the simple black on white systemd-boot.

screenshot/boot-systemdboot.png

Determining the bootloader from a running system might not be 100% accurate. The safest way is to run the following command:

# efibootmgr -v

If it returns a message that EFI variables are not supported, GRUB is used in BIOS/Legacy mode.

If the output contains a line that looks similar to the following, GRUB is used in UEFI mode.

Boot0005* proxmox       [...] File(\EFI\proxmox\grubx64.efi)

If the output contains a line similar to the following, systemd-boot is used.

Boot0006* Linux Boot Manager    [...] File(\EFI\systemd\systemd-bootx64.efi)

By running:

# proxmox-boot-tool status

you can find out if proxmox-boot-tool is configured, which is a good indication of how the system is booted.

GRUB

GRUB has been the de-facto standard for booting Linux systems for many years and is quite well documented
[GRUB Manual https://www.gnu.org/software/grub/manual/grub/grub.html]
.

Configuration

Changes to the GRUB configuration are done via the defaults file /etc/default/grub or config snippets in /etc/default/grub.d. To regenerate the configuration file after a change to the configuration run:
[Systems using proxmox-boot-tool will call proxmox-boot-tool refresh upon update-grub.]

# update-grub

Systemd-boot

systemd-boot is a lightweight EFI bootloader. It reads the kernel and initrd images directly from the EFI Service Partition (ESP) where it is installed. The main advantage of directly loading the kernel from the ESP is that it does not need to reimplement the drivers for accessing the storage. In Proxmox VE proxmox-boot-tool is used to keep the configuration on the ESPs synchronized.

Configuration

systemd-boot is configured via the file loader/loader.conf in the root directory of an EFI System Partition (ESP). See the loader.conf(5) manpage for details.

Each bootloader entry is placed in a file of its own in the directory loader/entries/

An example entry.conf looks like this (/ refers to the root of the ESP):

title    Proxmox
version  5.0.15-1-pve
options   root=ZFS=rpool/ROOT/pve-1 boot=zfs
linux    /EFI/proxmox/5.0.15-1-pve/vmlinuz-5.0.15-1-pve
initrd   /EFI/proxmox/5.0.15-1-pve/initrd.img-5.0.15-1-pve

Editing the Kernel Commandline

You can modify the kernel commandline in the following places, depending on the bootloader used:

GRUB

The kernel commandline needs to be placed in the variable GRUB_CMDLINE_LINUX_DEFAULT in the file /etc/default/grub. Running update-grub appends its content to all linux entries in /boot/grub/grub.cfg.

Systemd-boot

The kernel commandline needs to be placed as one line in /etc/kernel/cmdline. To apply your changes, run proxmox-boot-tool refresh, which sets it as the option line for all config files in loader/entries/proxmox-*.conf.

A complete list of kernel parameters can be found at https://www.kernel.org/doc/html/v<YOUR-KERNEL-VERSION>/admin-guide/kernel-parameters.html. replace <YOUR-KERNEL-VERSION> with the major.minor version, for example, for kernels based on version 6.5 the URL would be: https://www.kernel.org/doc/html/v6.5/admin-guide/kernel-parameters.html

You can find your kernel version by checking the web interface (Node → Summary), or by running

# uname -r

Use the first two numbers at the front of the output.

Override the Kernel-Version for next Boot

To select a kernel that is not currently the default kernel, you can either:

  • use the boot loader menu that is displayed at the beginning of the boot process

  • use the proxmox-boot-tool to pin the system to a kernel version either once or permanently (until pin is reset).

This should help you work around incompatibilities between a newer kernel version and the hardware.

Note Such a pin should be removed as soon as possible so that all current security patches of the latest kernel are also applied to the system.

For example: To permanently select the version 5.15.30-1-pve for booting you would run:

# proxmox-boot-tool kernel pin 5.15.30-1-pve
Tip The pinning functionality works for all Proxmox VE systems, not only those using proxmox-boot-tool to synchronize the contents of the ESPs, if your system does not use proxmox-boot-tool for synchronizing you can also skip the proxmox-boot-tool refresh call in the end.

You can also set a kernel version to be booted on the next system boot only. This is for example useful to test if an updated kernel has resolved an issue, which caused you to pin a version in the first place:

# proxmox-boot-tool kernel pin 5.15.30-1-pve --next-boot

To remove any pinned version configuration use the unpin subcommand:

# proxmox-boot-tool kernel unpin

While unpin has a --next-boot option as well, it is used to clear a pinned version set with --next-boot. As that happens already automatically on boot, invonking it manually is of little use.

After setting, or clearing pinned versions you also need to synchronize the content and configuration on the ESPs by running the refresh subcommand.

Tip You will be prompted to automatically do for proxmox-boot-tool managed systems if you call the tool interactively.
# proxmox-boot-tool refresh

Secure Boot

Since Proxmox VE 8.1, Secure Boot is supported out of the box via signed packages and integration in proxmox-boot-tool.

The following packages need to be installed for Secure Boot to be enabled:

  • shim-signed (shim bootloader signed by Microsoft)

  • shim-helpers-amd64-signed (fallback bootloader and MOKManager, signed by Proxmox)

  • grub-efi-amd64-signed (GRUB EFI bootloader, signed by Proxmox)

  • proxmox-kernel-6.X.Y-Z-pve-signed (Kernel image, signed by Proxmox)

Only GRUB as bootloader is supported out of the box, since there are no other pre-signed bootloader packages available. Any new installation of Proxmox VE will automatically have all of the above packages included.

More details about how Secure Boot works, and how to customize the setup, are available in our wiki.

Switching an Existing Installation to Secure Boot

Warning This can lead to an unbootable installation in some cases if not done correctly. Reinstalling the host will setup Secure Boot automatically if available, without any extra interactions. Make sure you have a working and well-tested backup of your Proxmox VE host!

An existing UEFI installation can be switched over to Secure Boot if desired, without having to reinstall Proxmox VE from scratch.

First, ensure all your system is up-to-date. Next, install all the required pre-signed packages as listed above. GRUB automatically creates the needed EFI boot entry for booting via the default shim.

systemd-boot

If systemd-boot is used as a bootloader (see Determine which Bootloader is used), some additional setup is needed. This is only the case if Proxmox VE was installed with ZFS-on-root.

To check the latter, run:

# findmnt /

If the host is indeed using ZFS as root filesystem, the FSTYPE column should contain zfs:

TARGET SOURCE           FSTYPE OPTIONS
/      rpool/ROOT/pve-1 zfs    rw,relatime,xattr,noacl,casesensitive

Next, a suitable potential ESP (EFI system partition) must be found. This can be done using the lsblk command as following:

# lsblk -o +FSTYPE

The output should look something like this:

NAME   MAJ:MIN RM  SIZE RO TYPE MOUNTPOINTS FSTYPE
sda      8:0    0   32G  0 disk
├─sda1   8:1    0 1007K  0 part
├─sda2   8:2    0  512M  0 part             vfat
└─sda3   8:3    0 31.5G  0 part             zfs_member
sdb      8:16   0   32G  0 disk
├─sdb1   8:17   0 1007K  0 part
├─sdb2   8:18   0  512M  0 part             vfat
└─sdb3   8:19   0 31.5G  0 part             zfs_member

In this case, the partitions sda2 and sdb2 are the targets. They can be identified by the their size of 512M and their FSTYPE being vfat, in this case on a ZFS RAID-1 installation.

These partitions must be properly set up for booting through GRUB using proxmox-boot-tool. This command (using sda2 as an example) must be run separately for each individual ESP:

# proxmox-boot-tool init /dev/sda2 grub

Afterwards, you can sanity-check the setup by running the following command:

# efibootmgr -v

This list should contain an entry looking similar to this:

[..]
Boot0009* proxmox       HD(2,GPT,..,0x800,0x100000)/File(\EFI\proxmox\shimx64.efi)
[..]
Note The old systemd-boot bootloader will be kept, but GRUB will be preferred. This way, if booting using GRUB in Secure Boot mode does not work for any reason, the system can still be booted using systemd-boot with Secure Boot turned off.

Now the host can be rebooted and Secure Boot enabled in the UEFI firmware setup utility.

On reboot, a new entry named proxmox should be selectable in the UEFI firmware boot menu, which boots using the pre-signed EFI shim.

If, for any reason, no proxmox entry can be found in the UEFI boot menu, you can try adding it manually (if supported by the firmware), by adding the file \EFI\proxmox\shimx64.efi as a custom boot entry.

Note Some UEFI firmwares are known to drop the proxmox boot option on reboot. This can happen if the proxmox boot entry is pointing to a GRUB installation on a disk, where the disk itself is not a boot option. If possible, try adding the disk as a boot option in the UEFI firmware setup utility and run proxmox-boot-tool again.
Tip To enroll custom keys, see the accompanying Secure Boot wiki page.

Using DKMS/Third Party Modules With Secure Boot

On systems with Secure Boot enabled, the kernel will refuse to load modules which are not signed by a trusted key. The default set of modules shipped with the kernel packages is signed with an ephemeral key embedded in the kernel image which is trusted by that specific version of the kernel image.

In order to load other modules, such as those built with DKMS or manually, they need to be signed with a key trusted by the Secure Boot stack. The easiest way to achieve this is to enroll them as Machine Owner Key (MOK) with mokutil.

The dkms tool will automatically generate a keypair and certificate in /var/lib/dkms/mok.key and /var/lib/dkms/mok.pub and use it for signing the kernel modules it builds and installs.

You can view the certificate contents with

# openssl x509 -in /var/lib/dkms/mok.pub -noout -text

and enroll it on your system using the following command:

# mokutil --import /var/lib/dkms/mok.pub
input password:
input password again:

The mokutil command will ask for a (temporary) password twice, this password needs to be entered one more time in the next step of the process! Rebooting the system should automatically boot into the MOKManager EFI binary, which allows you to verify the key/certificate and confirm the enrollment using the password selected when starting the enrollment using mokutil. Afterwards, the kernel should allow loading modules built with DKMS (which are signed with the enrolled MOK). The MOK can also be used to sign custom EFI binaries and kernel images if desired.

The same procedure can also be used for custom/third-party modules not managed with DKMS, but the key/certificate generation and signing steps need to be done manually in that case.