source: postlfs/filesystems/uefi-bootloaders/grub-setup.xml@ 9d86c703

<?xml version="1.0" encoding="ISO-8859-1"?>
<!DOCTYPE sect1 PUBLIC "-//OASIS//DTD DocBook XML V4.5//EN"
   "http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd" [
  <!ENTITY % general-entities SYSTEM "../../../general.ent">
  %general-entities;
]>

<sect1 id="grub-setup" xreflabel="Using GRUB to Set Up the Boot Process with UEFI">
  <?dbhtml filename="grub-setup.html"?>


  <title>Using GRUB to Set Up the Boot Process with UEFI</title>

  <sect2>
    <title>Turn Off Secure Boot</title>

    <para>
      BLFS does not have the essential packages to support Secure Boot. To
      set up the boot process with GRUB and UEFI in BLFS, Secure
      Boot must be turned off from the configuration interface of the
      firmware.  Read the documentation provided by the manufacturer of your
      system to find out how.
    </para>
  </sect2>

  <sect2 role="kernel" id="uefi-kernel">
    <title>Kernel Configuration for UEFI support</title>

    <para>
      Enable the following options in the kernel configuration and recompile
      the kernel if necessary:
    </para>

    <xi:include xmlns:xi="http://www.w3.org/2001/XInclude"
      href="grub-setup-kernel.xml"/>

    <variablelist>
      <title>The meaning of the configuration options:</title>

      <varlistentry>
        <term><parameter>CONFIG_PARTITION_ADVANCED</parameter></term>
        <listitem>
          <para>If it's not enabled,
          <parameter>CONFIG_EFI_PARTITION</parameter> will be enabled
          automatically.  But when it's enabled, you must set
          <parameter>CONFIG_EFI_PARTITION</parameter> to enabled as
          well.</para>
        </listitem>
      </varlistentry>

      <varlistentry>
        <term>
          <parameter>CONFIG_SYSFB_SIMPLEFB</parameter>,
          <parameter>CONFIG_DRM</parameter>,
          <parameter>CONFIG_DRM_FBDEV_EMULATION</parameter>,
          <parameter>CONFIG_DRM_SIMPLEDRM</parameter>,
          <parameter>CONFIG_FB</parameter>, and
          <parameter>CONFIG_FRAMEBUFFER_CONSOLE</parameter></term>
        <listitem>
          <para>The combination of these options provides the Linux console
          support on top of the UEFI framebuffer.  To allow the kernel to
          print debug messages at an early boot stage, they shouldn't be
          built as kernel modules unless an initramfs will be used.</para>
        </listitem>
      </varlistentry>

    </variablelist>

    <indexterm zone="grub-setup uefi-kernel">
      <primary sortas="d-uefi">UEFI</primary>
    </indexterm>
  </sect2>

  <sect2>
    <title>Create an Emergency Boot Disk</title>

    <para>
      Ensure that an emergency boot disk is ready to <quote>rescue</quote>
      the system in case the system becomes un-bootable.  To make an
      emergency boot disk with GRUB for an EFI based system, find a spare
      USB flash drive and create a
      <systemitem class="filesystem">vfat</systemitem> file system on it.
      Install <xref linkend="dosfstools"/> first, then
      as the <systemitem class="username">root</systemitem> user:
    </para>

    <warning>
      <para>
        The following command will erase all directories and files in the
        partition.  Make sure your USB flash drive contains no data which
        will be needed, and change <userinput>sdx1</userinput> to the
        device node corresponding to the first partition of the USB flash
        drive.  Be careful not to overwrite your hard drive with a typo!
      </para>
    </warning>

    <screen role="nodump"><userinput>mkfs.vfat /dev/sdx1</userinput></screen>

    <para>
      Still as the <systemitem class="username">root</systemitem> user, use
      the <command>fdisk</command> utility to set the first partition
      of the USB flash drive to be an <quote>EFI system</quote> partition
      (change <userinput>sdx</userinput> to the device node corresponding
      to your USB flash drive):
    </para>

<screen role="nodump"><userinput>fdisk /dev/sdx</userinput>
<literal>
Welcome to fdisk (util-linux 2.38.1).
Changes will remain in memory only, until you decide to write them.
Be careful before using the write command.


Command (m for help): </literal><userinput>t</userinput>
<literal>Partition number (1-9, default 9): </literal><userinput>1</userinput>
<literal>Partition type or alias (type L to list all): </literal><userinput>uefi</userinput>
<literal>Changed type of partition 'Linux filesystem' to 'EFI System'.

Command (m for help): </literal><userinput>w</userinput>
<literal>The partition table has been altered.
Calling ioctl() to re-read partition table.
Syncing disks.</literal></screen>

    <para>
      Still as the <systemitem class="username">root</systemitem> user,
      create a mount point for the EFI partition on the USB flash drive
      and mount it:
    </para>

<screen role="nodump"><userinput>mount --mkdir -v -t vfat /dev/sdx1 -o codepage=437,iocharset=iso8859-1 \
      /mnt/rescue</userinput></screen>

    <para>
      Install GRUB for EFI on the partition:
    </para>

<screen role="nodump"><userinput>grub-install --target=x86_64-efi --removable \
             --efi-directory=/mnt/rescue --boot-directory=/mnt/rescue</userinput></screen>

    <para>
      Unmount the partition:
    </para>

<screen role="nodump"><userinput>umount /mnt/rescue</userinput></screen>

    <para>
      Now the USB flash drive can be used as an emergency boot disk on any x86-64
      UEFI platform.  It will boot the system and show the GRUB shell.  Then you
      can type commands to boot your operating system from the hard drive.
      To learn how to select the boot device, read the manual of your
      motherboard or laptop.
    </para>

  </sect2>

  <sect2>
    <title>Find or Create the EFI System Partition</title>

    <para>
      On EFI based systems, the bootloaders are installed in a special FAT32
      partition called an <emphasis>EFI System Partition</emphasis> (ESP).
      If your system supports EFI, and a recent version of some Linux
      distribution or Windows is pre-installed, it's likely that the ESP
      has already been created.  As the
      <systemitem class="username">root</systemitem> user, list all the
      partitions on your hard drive (replace <userinput>sda</userinput>
      with the device corresponding to the appropriate hard drive):
    </para>

    <screen role="nodump"><userinput>fdisk -l /dev/sda</userinput></screen>

    <para>
      The <quote>Type</quote> column of the ESP should be
      <literal>EFI System</literal>.
    </para>

    <para>
      If the system or the hard drive is new, or it's the first
      installation of a UEFI-booted OS on the system, the ESP may not exist.
      In that case, install <xref linkend='dosfstools'/> first.  Then create
      a new partition, make a
      <systemitem class="filesystem">vfat</systemitem> file system on it,
      and set the partition type to <quote>EFI system</quote>.  See the
      instructions for the emergency boot device above as a reference.
    </para>

    <warning>
      <para>
        Some (old) UEFI implementations may require the ESP to be the first
        partition on the disk.
      </para>
    </warning>

    <para>
      Now, as the <systemitem class="username">root</systemitem> user,
      create the mount point for the ESP, and mount it (replace
      <userinput>sda1</userinput> with the device node corresponding to
      the ESP):
    </para>

<screen role="nodump"><userinput>mount --mkdir -v -t vfat /dev/sda1 -o codepage=437,iocharset=iso8859-1 \
      /boot/efi</userinput></screen>

    <para>
      If you want to mount the ESP automatically during system boot,
      as the &root; user, add an entry for the ESP into
      <filename>/etc/fstab</filename>:
    </para>

<screen role="nodump"><userinput>cat &gt;&gt; /etc/fstab &lt;&lt; EOF</userinput>
<literal>/dev/sda1 /boot/efi vfat codepage=437,iocharset=iso8859-1 0 1</literal>
<userinput>EOF</userinput></screen>

  </sect2>

  <sect2>
    <title>Minimal Boot Configuration with GRUB and EFI</title>

    <para>
      On UEFI based systems, GRUB works by installing an EFI application
      (a special kind of executable) into the ESP.  The EFI firmware will
      search boot loaders in EFI applications from boot entries recorded
      in EFI variables, and additionally a hardcoded path
      <filename>EFI/BOOT/BOOTX64.EFI</filename>.  Normally, a boot loader
      should be installed into a custom path and the path should be recorded
      in the EFI variables.  The use of the hardcoded path should be
      avoided if possible.  However, in some cases we have to use
      the hardcoded path:
    </para>

    <itemizedlist>
      <listitem>
        <para>
          The system is not booted with EFI yet, making EFI variables
          inaccessible.
        </para>
      </listitem>
      <listitem>
        <para>
          The EFI firmware is 64-bit but the LFS system is 32-bit, making
          EFI variables inaccessible because the kernel cannot invoke EFI
          runtime services with a different virtual address length.
        </para>
      </listitem>
      <listitem>
        <para>
          LFS is built for a Live USB, so we cannot rely on EFI variables,
          which are stored in NVRAM or EEPROM on the local machine.
        </para>
      </listitem>
      <listitem>
        <para>
          You are unable or unwilling to install the
          <application>efibootmgr</application> for manipulating boot
          entries in EFI variables.
        </para>
      </listitem>
    </itemizedlist>

    <para>
      In these cases, follow these instructions to install the GRUB EFI
      application into the hardcoded path and make a minimal boot
      configuration. Otherwise it's better to skip ahead and set up the
      boot configuration normally.
    </para>

    <para>
      To install GRUB with the EFI application in the hardcoded
      path <filename>EFI/BOOT/BOOTX64.EFI</filename>, first ensure the boot
      partition is mounted at <filename class="directory">/boot</filename>
      and the ESP is mounted at
      <filename class="directory">/boot/efi</filename>.  Then, as the &root;
      user, run the command:
    </para>

    <note>
      <para>
        This command will overwrite
        <filename>/boot/efi/EFI/BOOT/BOOTX64.EFI</filename>.  It may break a
        bootloader already installed there.  Back it up if you are not sure.
      </para>
    </note>

    <screen role="nodump"><userinput>grub-install --target=x86_64-efi --removable</userinput></screen>

    <para>
      This command will install the GRUB EFI application into the hardcoded path
      <filename>/boot/efi/EFI/BOOT/BOOTX64.EFI</filename>, so the EFI
      firmware can find and load it.  The remaining GRUB files are installed
      in the <filename class="directory">/boot/grub</filename> directory and
      will be loaded by <filename>BOOTX64.EFI</filename> during system boot.
    </para>

    <note>
      <para>
        The EFI firmware usually prefers the EFI applications with a path
        stored in EFI variables to the EFI
        application at the hardcoded path.  So you may need to invoke the
        boot selection menu or firmware setting interface to select the
        newly installed GRUB manually on the next boot.  Read the manual of
        your motherboard or laptop to learn how.
      </para>
    </note>

    <para>
      If you've followed the instructions in this section and set up a minimal boot
      configuration, now skip ahead to
      <quote>Creating the GRUB Configuration File</quote>.
    </para>
  </sect2>

  <sect2>
    <title>Mount the EFI Variable File System</title>

    <para>
      The installation of GRUB on a UEFI platform requires that the EFI Variable
      file system, <systemitem class="filesystem">efivarfs</systemitem>, is
      mounted.  As the <systemitem class="username">root</systemitem> user,
      mount it if it's not already mounted:
    </para>

<screen role="nodump"><userinput>mountpoint /sys/firmware/efi/efivars || mount -v -t efivarfs efivarfs /sys/firmware/efi/efivars</userinput></screen>

    <note revision="systemd">
      <para>
        If the system is booted with UEFI and systemd,
        <systemitem class="filesystem">efivarfs</systemitem> will be mounted
        automatically.  However, in the LFS chroot environment it still needs to
        be mounted manually.
      </para>
    </note>

    <para revision="sysv">
      Now add an entry for the
      <systemitem class="filesystem">efivarfs</systemitem> in
      <filename>/etc/fstab</filename> so it will be mounted automatically
      during system boot:
    </para>

<screen revision="sysv" role="nodump"><userinput>cat &gt;&gt; /etc/fstab &lt;&lt; EOF</userinput>
<literal>efivarfs /sys/firmware/efi/efivars efivarfs defaults 0 0</literal>
<userinput>EOF</userinput></screen>

    <warning>
      <para>
        If the system is not booted with UEFI, the directory
        <filename class="directory">/sys/firmware/efi</filename> will be
        missing. In this case you should boot the system in UEFI mode with
        the emergency boot disk or using a minimal boot configuration created as
        above, then mount
        <systemitem class="filesystem">efivarfs</systemitem> and continue.
      </para>
    </warning>
  </sect2>

  <sect2>
    <title>Setting Up the Configuration</title>

    <para>
      On UEFI based systems, GRUB works by installing an EFI application
      (a special kind of executable) into
      <filename class="directory">/boot/efi/EFI/[id]/grubx64.efi</filename>,
      where <filename class="directory">/boot/efi</filename> is the mount
      point of the ESP, and <literal>[id]</literal> is replaced with an
      identifier specified in the <command>grub-install</command> command
      line.  GRUB will create an entry in the EFI variables containing
      the path <literal>EFI/[id]/grubx64.efi</literal> so the EFI firmware
      can find <filename>grubx64.efi</filename> and load it.
    </para>

    <para>
      <filename>grubx64.efi</filename> is very lightweight (136 KB with
      GRUB-2.06) so it will not use much space in the ESP.  A typical ESP
      size is 100 MB (for Windows boot manager, which uses about 50 MB in
      the ESP). Once <filename>grubx64.efi</filename> has been loaded by the
      firmware, it will load GRUB modules from the boot partition.
      The default location is
      <filename class="directory">/boot/grub</filename>.
    </para>

    <para>
      As the <systemitem class="username">root</systemitem> user, install
      the GRUB files into <filename>/boot/efi/EFI/LFS/grubx64.efi</filename>
      and <filename class="directory">/boot/grub</filename>. Then set up the
      boot entry in the EFI variables:
    </para>

<screen role="nodump"><userinput>grub-install --bootloader-id=LFS --recheck</userinput></screen>

    <para>
      If the installation is successful, the output should be:
    </para>

<screen role="nodump"><literal>Installing for x86_64-efi platform.
Installation finished. No error reported.</literal></screen>

    <para>
      Issue the <command>efibootmgr | cut -f 1</command> command to recheck the EFI boot
      configuration.  An example of the output is:
    </para>

<screen role="nodump"><literal>BootCurrent: 0000
Timeout: 1 seconds
BootOrder: 0005,0000,0002,0001,0003,0004
Boot0000* ARCH
Boot0001* UEFI:CD/DVD Drive
Boot0002* Windows Boot Manager
Boot0003* UEFI:Removable Device
Boot0004* UEFI:Network Device
Boot0005* LFS</literal></screen>

    <para>
      Note that <literal>0005</literal> is the first in the
      <literal>BootOrder</literal>, and <literal>Boot0005</literal>
      is <literal>LFS</literal>. This means that on the next boot, the
      version of GRUB installed by LFS will be used to boot the system.
    </para>

  </sect2>

  <sect2>
    <title>Creating the GRUB Configuration File</title>

    <indexterm zone="grub-setup grub-video">
      <primary sortas="e-boot-grub-grub-cfg">/boot/grub/grub.cfg</primary>
    </indexterm>

    <para>
      Generate <filename>/boot/grub/grub.cfg</filename> to configure the
      boot menu of GRUB:
    </para>

<screen role="nodump"><userinput>cat &gt; /boot/grub/grub.cfg &lt;&lt; EOF</userinput>
<literal># Begin /boot/grub/grub.cfg
set default=0
set timeout=5

insmod part_gpt
insmod ext2
set root=(hd0,2)

insmod all_video
if loadfont /boot/grub/fonts/unicode.pf2; then
  terminal_output gfxterm
fi

menuentry "GNU/Linux, Linux 6.4.10-lfs-12.0"  {
  linux   /boot/vmlinuz-6.4.10-lfs-12.0 root=/dev/sda2 ro
}

menuentry "Firmware Setup" {
  fwsetup
}</literal>
<userinput>EOF</userinput></screen>

    <para>
      <literal>(hd0,2)</literal>, <literal>sda2</literal>, and
      <literal>6.4.10-lfs-12.0</literal> must match your
      configuration.
    </para>

    <note>
      <para>
        From GRUB's perspective, the files are relative to the partitions
        used. If you used a separate /boot partition, remove /boot from the
        above paths (to kernel and to <filename>unicode.pf2</filename>). You
        will also need to change the "set root" line to point to the boot
        partition.
      </para>
    </note>

    <para>
      The <literal>Firmware Setup</literal> entry can be used to enter the
      configuration interface provided by the firmware (sometimes called
      <quote>BIOS configuration</quote>).
    </para>
  </sect2>

  <sect2>
    <title>Dual-booting with Windows</title>

    <para>
      Add a menu entry for Windows into <filename>grub.cfg</filename>:
    </para>

<screen role="nodump"><userinput>cat &gt;&gt; /boot/grub/grub.cfg &lt;&lt; EOF</userinput>
<literal># Begin Windows addition

menuentry "Windows 11" {
  insmod fat
  insmod chain
  set root=(hd0,1)
  chainloader /EFI/Microsoft/Boot/bootmgfw.efi
}</literal>
<userinput>EOF</userinput></screen>

    <para>
      <literal>(hd0,1)</literal> should be replaced with the GRUB
      designated name for the ESP.  The <literal>chainloader</literal>
      directive can be used to tell GRUB to run another EFI executable,
      in this case the Windows Boot Manager. You may put more usable tools
      in EFI executable format (for example, an EFI shell) into the ESP and
      create GRUB entries for them, as well.
    </para>

  </sect2>

</sect1>