Difference between revisions of "Undead USB Install/undead2live"

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(add overlay to filesystems, note that squash is read only, and has to be dealt with by setting up ramdisks.)
m (dump genkernel, emerge genkernel-next =D)
 
(26 intermediate revisions by the same user not shown)
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https://help.ubuntu.com/community/LiveCDCustomization#Assembling_the_file_system
+
{{warning|this is an experimental page without resolving conclusion.  this is just exploration and experimentation with the goal of making live media. the grubiso drop in replacement for isolinux within this document is functional, and tested working.}}
 +
 
 +
 
 +
*on your host funtoo system emerge tools for cd mastering:
 +
 
 +
{{console|body=
 +
###i## emerge cdrtools squashfs-tools isomaster libisoburn
 +
}}
  
make an undead usb from a stage 3 containing networkmanager, xfce4, x11-xorg, fchroot, slim, with auto login root terminals.  setup slim to boot root so the entire undead key does not have a password.  tidy up the undead key delete the stage3 tarball, delete the sources directory.  insert auto as root's file system in /etc/fstab so it will load in both ext2 & squashfs modes.  partuuid survives the dd procedure so label by that.  patch and rebuild your initramfs to support loading squashfs and rebuild your initramfs.  change the sources version number to reflect your installation.
+
make an undead usb from a stage 3 containing networkmanager, xfce4, x11-xorg, fchroot, slim, mtools, virtualbox guest additions, and set to auto login as root terminals.  setup slim to boot root so the entire undead key does not have a password.  tidy up the undead key delete the stage3 tarball, delete the sources directory.  insert auto as root's file system in /etc/fstab so it will load in both ext2 & squashfs modes.  partuuid survives the dd procedure so label by that.  patch and rebuild your initramfs to support loading squashfs and rebuild your initramfs.  change the sources version number to reflect your installation.
  
 
{{console|body=
 
{{console|body=
###i## sed '/MODULES_FS/ s/\"$/ overlay squashfs\"/' -i /usr/share/genkernel/arch/$(arch)/modules_load
+
###i## emerge -c genkernel && emerge genkernel-next
 +
###i## emerge livecd-tools && rc-update add autoconfig default
 +
###i## sed '/MODULES_FS/ s/\"$/ autofs4 loop hfsplus isofs overlay squashfs\"/' -i /usr/share/genkernel/arch/$(arch)/modules_load
 
###i## genkernel initramfs --clean --disklabel --ramdisk-modules --fullname=debian-sources-x86_64-5.10.28_p1
 
###i## genkernel initramfs --clean --disklabel --ramdisk-modules --fullname=debian-sources-x86_64-5.10.28_p1
 
}}
 
}}
  
squashfs is read only and requires an overlay filesystem to run properly.
+
====automated grub setup====
 +
*setup grub to pass the kernel parameters:
 +
{{file|name=/etc/default/grub|desc=bootlive|body=
 +
GRUB_CMDLINE_LINUX="dokeymap overlayfs cdroot quiet"
 +
}}
  
a fstab using tmpfs statements could possibly work but most documentation points to using overlay filesystems.
+
squashfs is read only and requires a tmpfs or overlay filesystem to run properly.  the overlay fstab statement is usually implemented from the overlay upper file system.
 
 
on your host funtoo system emerge tools for cd mastering:
 
  
 
{{console|body=
 
{{console|body=
###i## emerge cdrtools squashfs-tools isomaster libisoburn
+
###i## echo "overlay / overlay rw 0 0" > /etc/fstab
 +
###i## echo "tmpfs /tmp tmpfs nosuid,nodev 0 0" >> /etc/fstab
 +
or
 +
###i## echo 'tmpfs / tmpfs defaults 0 0' > /etc/fstab
 
}}
 
}}
  
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}}
 
}}
  
edit /mnt/funtoo/etc/fstab file system's from ext4 & vfat to auto so we can have it auto load squashfs.
+
edit /mnt/funtoo/etc/fstab
  
 
{{console|body=
 
{{console|body=
Line 31: Line 45:
 
}}
 
}}
  
using isomaster you can insert /mnt/filesystem.squashfs into an xubuntu live cd.  virtualbox will boot it, real hardware will not.  it probably needs eltorito.img or isolinux.bin setup to chainload grub or whatever.  the idea is were inserting our chroot into another live cd's chroot location.
+
* unmount before pushing squash image to be the new root:
  
xubuntu has a casper/ directory in the iso that contains a file called filesystem.squashfs, delete their chroot, insert ours.  write iso.  cheat to win has drawbacks, they're using overlayfs so they're overlaying files on the filesystem somewhere so another choice of live cd to modify is probably a good idea.
+
{{console|body=
 +
###i## umount -lr funtoo
 +
}}
  
maybe we can get our grub loading the squashed image with a command like this.
+
*copy the squash image to the cd root:
 
{{console|body=
 
{{console|body=
###i## dd if=/mnt/filesystem.squashfs of=/dev/funtoo2
+
###i## mkdir /mnt/funtoo/live
 +
###i## cp /mnt/filesystem.squashfs /mnt/funtoo/image.squashfs
 
}}
 
}}
  
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{{console|body=
 
{{console|body=
###i## env -i HOME=/root TERM=$TERM $(which chroot) /mnt/funtoo bash -l
+
###i## cd /mnt/funtoo
 +
mount -t proc none /mnt/funtoo/proc
 +
mount --rbind /sys /mnt/funtoo/sys
 +
mount --rbind /dev /mnt/funtoo/dev
 +
env -i HOME=/root TERM=$TERM $(which chroot) /mnt/funtoo bash -l
 
}}
 
}}
  
update boot entries so grub boots squashfs:
+
evaluate autogenerated configuration:
 
{{console|body=
 
{{console|body=
###i## ego boot update
+
###i## grub-mkconfig
###i## grub-mkconfig -o /boot/grub/grub.cfg
+
}}
 +
 
 +
====basic grub====
 +
*write basic grub config:
 +
{{file|name=/mnt/funtoo/boot/grub/grub.cfg|desc=basic grub configuration|body=
 +
if loadfont /boot/grub/font.pf2 ; then
 +
insmod all_video
 +
else
 +
set gfxmode=auto
 +
insmod efi_gop
 +
insmod efi_uga
 +
insmod gfxterm
 +
terminal_output gfxterm
 +
insmod ieee1275_fb
 +
insmod vbe
 +
insmod vga
 +
insmod video_bochs
 +
insmod video_cirrus
 +
fi
 +
 
 +
menuentry "funtoo" {
 +
set gfxpayload=keep
 +
linux /boot/vmlinuz root=/dev/ram0 dokeymap init=/linuxrc overlayfs looptype=squashfs loop=/image.squashfs cdroot quiet --
 +
initrd /boot/amd-uc.img /boot/early_ucode.cpio /boot/initramfs
 +
}
 
}}
 
}}
  
generate mbr/bios eltorito boot image:
+
*generate mbr/bios eltorito boot image:
  
 +
*make grubiso, the isolinux drop in replacement:
 
{{console|body=
 
{{console|body=
 
###i## grub-mkimage -p /boot -o tmp_core.img -O i386-pc biosdisk iso9660 multiboot normal ls cat help
 
###i## grub-mkimage -p /boot -o tmp_core.img -O i386-pc biosdisk iso9660 multiboot normal ls cat help
Line 64: Line 110:
 
}}
 
}}
  
generate uefi eltorito alternate boot image:
+
*generate uefi eltorito alternate boot image:
[https://wiki.osdev.org/UEFI#Creating_disk_images alternate boot image osdev guide]
 
https://github.com/syzdek/efibootiso
 
  
xorriso requires the uefi disk image to be either 1.2Mb, 1.4Mb, or 2.8Mb.
+
{{console|body=
 +
###i## dd if=/dev/zero of=EFI/BOOT/efiboot.img bs=512 count=2880
 +
###i## mkfs.msdos -F 12 -n 'FUNTOO' EFI/BOOT/efiboot.img
 +
###i## mmd -i EFI/BOOT/efiboot.img ::EFI
 +
###i## mmd -i EFI/BOOT/efiboot.img ::EFI/BOOT
 +
###i## mcopy -i EFI/BOOT/efiboot.img EFI/BOOT/bootx64.efi ::EFI/BOOT/bootx64.efi
 +
###i## mv EFI/BOOT/efiboot.img uefi.img
 +
}}
  
exit chroot
+
*exit chroot, remount without the /dev & sys so on directories so we can write the iso output:
 
{{console|body=
 
{{console|body=
 
###i## exit
 
###i## exit
 +
###i## umount -lr funtoo
 +
###i## mount /dev/funtoo2 /mnt/funtoo
 +
###i## mount /dev/funtoo1 /mnt/funtoo/boot
 
###i## cd /mnt/funtoo
 
###i## cd /mnt/funtoo
 
}}
 
}}
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generate iso image, and make it hybrid mode so it can be read from both cd/dvd, and usb key.
 
generate iso image, and make it hybrid mode so it can be read from both cd/dvd, and usb key.
 
{{console|body=
 
{{console|body=
###i## xorrisofs -D -r -V "funtoo" -cache-inodes -J -l -b boot/grubiso.img -c boot/boot.cat -boot-load-size 4 -boot-info-table -eltorito-alt-boot -e boot/uefi.img -no-emul-boot -o ../custom.iso .
+
###i## xorrisofs -D -r -V "FUNTOO" -cache-inodes -J -l -b boot/grubiso.img -c boot/boot.cat -boot-load-size 4 -boot-info-table -eltorito-alt-boot -e boot/uefi.img -no-emul-boot -o ../custom.iso .
 
###i## isohybrid --uefi ../custom.iso
 
###i## isohybrid --uefi ../custom.iso
 
}}
 
}}
  
or use grubs framework to generate the ISO image. note that grub's mkrescue does not support uefi mode yet.
+
====or use grubs framework to generate the ISO image.====
  
 
{{console|body=
 
{{console|body=
###i## grub-mkrescue -o ../output.iso .
+
###i## grub-mkrescue -J -R -V "${ISO_VOLUME}" -quiet -o ../output.iso .
 
}}
 
}}
  
https://unix.stackexchange.com/questions/283846/why-can-my-custom-build-iso-not-boot-in-efi
+
== Testing ==
 +
Test your iso booting in both bios and uefi mode in virtualbox, or qemu or vmware virtualization.  Once you're satisfied that it works well under virtualization, burn it to a usb key using etcher and test booting on real hardware.
 +
 
 +
== sources used ==
 +
https://help.ubuntu.com/community/LiveCDCustomization#Assembling_the_file_system
 +
[https://wiki.osdev.org/UEFI#Creating_disk_images alternate boot image osdev guide]
 +
https://github.com/syzdek/efibootiso

Latest revision as of 21:11, June 12, 2021

   Warning

this is an experimental page without resolving conclusion. this is just exploration and experimentation with the goal of making live media. the grubiso drop in replacement for isolinux within this document is functional, and tested working.


  • on your host funtoo system emerge tools for cd mastering:
root # emerge cdrtools squashfs-tools isomaster libisoburn

make an undead usb from a stage 3 containing networkmanager, xfce4, x11-xorg, fchroot, slim, mtools, virtualbox guest additions, and set to auto login as root terminals. setup slim to boot root so the entire undead key does not have a password. tidy up the undead key delete the stage3 tarball, delete the sources directory. insert auto as root's file system in /etc/fstab so it will load in both ext2 & squashfs modes. partuuid survives the dd procedure so label by that. patch and rebuild your initramfs to support loading squashfs and rebuild your initramfs. change the sources version number to reflect your installation.

root # emerge -c genkernel && emerge genkernel-next
root # emerge livecd-tools && rc-update add autoconfig default
root # sed '/MODULES_FS/ s/\"$/ autofs4 loop hfsplus isofs overlay squashfs\"/' -i /usr/share/genkernel/arch/$(arch)/modules_load
root # genkernel initramfs --clean --disklabel --ramdisk-modules --fullname=debian-sources-x86_64-5.10.28_p1

automated grub setup

  • setup grub to pass the kernel parameters:
   /etc/default/grub - bootlive
GRUB_CMDLINE_LINUX="dokeymap overlayfs cdroot quiet"

squashfs is read only and requires a tmpfs or overlay filesystem to run properly. the overlay fstab statement is usually implemented from the overlay upper file system.

root # echo "overlay / overlay rw 0 0" > /etc/fstab
root # echo "tmpfs /tmp tmpfs nosuid,nodev 0 0" >> /etc/fstab
or
root # echo 'tmpfs / tmpfs defaults 0 0' > /etc/fstab

mount your undead usb key, but not dev sys or any of the other stuff because were going to package it with squashfs.

root # mount /dev/funtoo2 /mnt/funtoo
root # mount /dev/funtoo1 /mnt/funtoo/boot

edit /mnt/funtoo/etc/fstab

root # mksquashfs /mnt/funtoo /mnt/filesystem.squashfs
  • unmount before pushing squash image to be the new root:
root # umount -lr funtoo
  • copy the squash image to the cd root:
root # mkdir /mnt/funtoo/live
root # cp /mnt/filesystem.squashfs /mnt/funtoo/image.squashfs
root # mount /dev/funtoo2 /mnt/funtoo
root # mount /dev/funtoo1 /mnt/funtoo/boot

chroot into the squashfs image to manipulate grub on the read write fat partition.

root # cd /mnt/funtoo
mount -t proc none /mnt/funtoo/proc
mount --rbind /sys /mnt/funtoo/sys
mount --rbind /dev /mnt/funtoo/dev
env -i HOME=/root TERM=$TERM $(which chroot) /mnt/funtoo bash -l

evaluate autogenerated configuration:

root # grub-mkconfig

basic grub

  • write basic grub config:
   /mnt/funtoo/boot/grub/grub.cfg - basic grub configuration
if loadfont /boot/grub/font.pf2 ; then
	insmod all_video
	else
	set gfxmode=auto
	insmod efi_gop
	insmod efi_uga
	insmod gfxterm
	terminal_output gfxterm
	insmod ieee1275_fb
	insmod vbe
	insmod vga
	insmod video_bochs
	insmod video_cirrus
fi

menuentry "funtoo" {
	set gfxpayload=keep
	linux /boot/vmlinuz root=/dev/ram0 dokeymap init=/linuxrc overlayfs looptype=squashfs loop=/image.squashfs cdroot quiet --
	initrd /boot/amd-uc.img /boot/early_ucode.cpio /boot/initramfs
}
  • generate mbr/bios eltorito boot image:
  • make grubiso, the isolinux drop in replacement:
root # grub-mkimage -p /boot -o tmp_core.img -O i386-pc biosdisk iso9660 multiboot normal ls cat help
root # cat /usr/lib/grub/i386-pc/cdboot.img tmp_core.img > /boot/grubiso.img
  • generate uefi eltorito alternate boot image:
root # dd if=/dev/zero of=EFI/BOOT/efiboot.img bs=512 count=2880
root # mkfs.msdos -F 12 -n 'FUNTOO' EFI/BOOT/efiboot.img
root # mmd -i EFI/BOOT/efiboot.img ::EFI
root # mmd -i EFI/BOOT/efiboot.img ::EFI/BOOT
root # mcopy -i EFI/BOOT/efiboot.img EFI/BOOT/bootx64.efi ::EFI/BOOT/bootx64.efi
root # mv EFI/BOOT/efiboot.img uefi.img
  • exit chroot, remount without the /dev & sys so on directories so we can write the iso output:
root # exit
root # umount -lr funtoo
root # mount /dev/funtoo2 /mnt/funtoo
root # mount /dev/funtoo1 /mnt/funtoo/boot
root # cd /mnt/funtoo

generate iso image, and make it hybrid mode so it can be read from both cd/dvd, and usb key.

root # xorrisofs -D -r -V "FUNTOO" -cache-inodes -J -l -b boot/grubiso.img -c boot/boot.cat -boot-load-size 4 -boot-info-table -eltorito-alt-boot -e boot/uefi.img -no-emul-boot -o ../custom.iso .
root # isohybrid --uefi ../custom.iso

or use grubs framework to generate the ISO image.

root # grub-mkrescue -J -R -V "${ISO_VOLUME}" -quiet -o ../output.iso .

Testing

Test your iso booting in both bios and uefi mode in virtualbox, or qemu or vmware virtualization. Once you're satisfied that it works well under virtualization, burn it to a usb key using etcher and test booting on real hardware.

sources used

https://help.ubuntu.com/community/LiveCDCustomization#Assembling_the_file_system alternate boot image osdev guide https://github.com/syzdek/efibootiso