352 lines
9.7 KiB
Groff
352 lines
9.7 KiB
Groff
.\" $NetBSD: diskless.8,v 1.22 2002/02/13 08:18:23 ross Exp $
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.\"
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.\" Copyright (c) 1994 Gordon W. Ross, Theo de Raadt
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.\" All rights reserved.
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.\"
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.\" Redistribution and use in source and binary forms, with or without
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.\" modification, are permitted provided that the following conditions
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.\" are met:
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.\" 1. Redistributions of source code must retain the above copyright
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.\" notice, this list of conditions and the following disclaimer.
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.\" 2. Redistributions in binary form must reproduce the above copyright
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.\" notice, this list of conditions and the following disclaimer in the
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.\" documentation and/or other materials provided with the distribution.
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.\" 3. The name of the author may not be used to endorse or promote products
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.\" derived from this software without specific prior written permission.
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.\"
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.\" THIS SOFTWARE IS PROVIDED BY THE AUTHOR ``AS IS'' AND ANY EXPRESS OR
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.\" IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES
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.\" OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.
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.\" IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY DIRECT, INDIRECT,
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.\" INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT
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.\" NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE,
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.\" DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY
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.\" THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
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.\" (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF
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.\" THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
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.\"
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.Dd January 25, 1998
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.Dt DISKLESS 8
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.Os
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.Sh NAME
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.Nm diskless
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.Nd booting a system over the network
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.Sh DESCRIPTION
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The ability to boot a machine over the network is useful for
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.Em diskless
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or
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.Em dataless
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machines, or as a temporary measure while repairing or
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re-installing file systems on a local disk.
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This file provides a general description of the interactions between
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a client and its server when a client is booting over the network.
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The general description is followed by specific instructions for
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configuring a server for diskless Sun clients.
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.Sh OPERATION
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When booting a system over the network, there are three
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phases of interaction between client and server:
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.Pp
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.Bl -tag -width 1.2 -compact
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.It 1 .
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The PROM (or stage-1 bootstrap) loads a boot program.
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.It 2 .
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The boot program loads a kernel.
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.It 3 .
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The kernel does
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.Tn NFS
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mounts for root.
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.El
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.Pp
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Each of these phases are described in further detail below.
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.Pp
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In phase 1, the PROM loads a boot program. PROM designs
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vary widely, so this phase is inherently machine-specific.
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Sun machines use
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.Tn RARP
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to determine the client's
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.Tn IP
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address and then use
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.Tn TFTP
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to download a boot program from whomever sent the
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.Tn RARP
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reply. HP 300-series machines use the
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.Tn HP Remote Maintenance Protocol
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to download a boot program.
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Typical personal computers may load a
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network boot program either from diskette or
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using a special PROM on the network card.
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.Pp
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In phase 2, the boot program loads a kernel. Operation in
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this phase depends on the design of the boot program.
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(The design described here is the one used by Sun and
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.Nx Ns Tn /hp300 Ns . )
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The boot program:
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.Pp
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.Bl -tag -width 2.2 -compact
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.It 2.1
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gets the client IP address using
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.Tn RARP .
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.It 2.2
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gets the client name and server
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.Tn IP
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address by broadcasting an
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.Tn RPC / BOOTPARAMS / WHOAMI
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request with the client IP address.
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.It 2.3
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gets the server path for this client's
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root using an
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.Tn RPC / BOOTPARAMS / GETFILE
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request with the client name.
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.It 2.4
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gets the root file handle by calling
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.Xr mountd 8
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with the server path for the client root.
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.It 2.5
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gets the kernel file handle by calling
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.Tn NFS
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lookup on the root file handle.
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.It 2.6
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loads the kernel using
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.Tn NFS
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read calls on the kernel file handle.
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.It 2.7
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transfers control to the kernel entry point.
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.El
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.Pp
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In phase 3, the kernel does
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.Tn NFS
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mounts for root.
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The kernel repeats much of the work done by the boot program
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because there is no standard way for the boot program to pass
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the information it gathered on to the kernel.
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The procedure used by the kernel is as follows:
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.Pp
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.Bl -tag -width 2.2 -compact
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.It 3.1
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The kernel finds a boot server using the same procedure
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as described in steps 2.1 and 2.2 above.
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In general, the GENERIC
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.Xr config 8
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files
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for any particular architecture will specify options to activate in
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the kernel the
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same protocol used by the boot program for that
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architecture, however, the kernel can
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be compiled to use any of BOOTP, DHCP, or BOOTPARAMS. See
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.Xr options 4 .
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.It 3.2
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The kernel gets the
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.Tn NFS
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file handle for root using the same procedure
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as described in steps 2.3 through 2.5 above.
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.It 3.3
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The kernel calls the
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.Tn NFS
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getattr function to get the last-modified time of the root
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directory, and uses it to check the system clock.
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.El
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.Sh CONFIGURATION
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Before a client can boot over the network,
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its server must be configured correctly.
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This example will demonstrate how a Sun client
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might be configured -- other clients should be similar.
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.Pp
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Assuming the client's hostname is to be
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.Dq myclient ,
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.Pp
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.Bl -tag -width 2.1 -compact
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.It 1 .
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Add an entry to
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.Pa /etc/ethers
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corresponding to the client's ethernet address:
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.Bd -literal -offset indent -compact
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8:0:20:7:c5:c7 myclient
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.Ed
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This will be used by
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.Xr rarpd 8 .
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.Pp
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.It 2 .
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Assign an IP address for myclient in your
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.Pa /etc/hosts
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or DNS database:
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.Bd -literal -offset indent -compact
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192.197.96.12 myclient
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.Ed
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.Pp
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.It 3 .
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If booting a Sun machine, ensure that
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.Pa /etc/inetd.conf
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is configured to run
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.Xr tftpd 8
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in the directory
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.Pa /tftpboot .
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.Pp
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If booting an HP 300-series machine, ensure that
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.Pa /etc/rbootd.conf
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is configured properly to transfer the boot program to the client.
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An entry might look like this:
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.Bd -literal -offset indent -compact
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08:00:09:01:23:E6 SYS_UBOOT # myclient
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.Ed
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.Pp
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See the
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.Xr rbootd 8
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manual page for more information.
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.Pp
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.It 4 .
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If booting a SPARC machine, install a copy of the appropriate diskless boot
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loader (such as
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.Pa /usr/mdec/boot
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or
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.Pa ofwboot.net )
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in the
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.Pa /tftpboot
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directory.
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Make a link such that the boot program is
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accessible by a file name composed of the client's IP address
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in HEX, a dot, and the architecture name (all upper case).
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For example:
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.Bd -literal -offset indent -compact
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# cd /tftpboot
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# ln -s boot C0C5600C.SUN4
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.Ed
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.Pp
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For a Sun3 or Ultra Sparc machine, the name would be just C0C5600C
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(there the PROM does not append the architecture name). The name
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used is architecture dependent, it simply has to match what the
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booting client's PROM wishes to it to be.
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If the client's PROM fails to fetch the expected file,
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.Xr tcpdump 8
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can be used to discover which filename the client is trying to read.
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.Pp
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If booting an HP 300-series machine, ensure that the network boot program
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.Pa SYS_UBOOT
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(which may be called
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.Pa uboot.lif
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before installation)
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is installed in the directory
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.Pa /usr/mdec/rbootd .
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.Pp
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.It 5 .
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Add myclient to the bootparams database
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.Pa /etc/bootparams :
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.Bd -literal -offset indent -compact
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myclient root=server:/export/myclient/root \\
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gateway=mygw:255.255.255.0
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.Ed
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and ensure that
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.Xr rpc.bootparamd 8
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is running.
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.Pp
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.It 6 .
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Build the swap file for myclient:
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.Bd -literal -offset indent -compact
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# cd /export/myclient/root
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# dd if=/dev/zero of=swap bs=16k count=1024
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.Ed
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This creates a 16 Megabyte swap file.
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.Pp
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.It 7 .
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Populate myclient's
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.Pa /
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file system on the server. How this is done depends on the
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client architecture and the version of the
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.Nx
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distribution.
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It can be as simple as copying and modifying the server's root
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file system, or perhaps you need to get those files out of the
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standard binary distribution.
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.Pp
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.It 8 .
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Export the required file systems in
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.Pa /etc/exports :
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.Bd -literal -offset indent -compact
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/usr -ro myclient
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# for SunOS:
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# /export/myclient -rw=myclient,root=myclient
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# for NetBSD:
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/export/myclient -maproot=root -alldirs myclient
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.Ed
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.Pp
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If the server and client are of the same architecture, then the client
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can share the server's
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.Pa /usr
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file system (as is done above).
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If not, you must build a properly fleshed out
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.Pa /usr
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partition for the client in some other place.
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.Pp
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If your server was a sparc, and your client a sun3,
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you might create and fill
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.Pa /export/usr.sun3
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and then use the following
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.Pa /etc/exports
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lines:
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.Bd -literal -offset indent -compact
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/export/usr.sun3 -ro myclient
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/export/myclient -rw=myclient,root=myclient
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.Ed
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.Pp
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Of course, in either case you will have to have an
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.Tn NFS
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server running on the server side.
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.Pp
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.It 9 .
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Copy and customize at least the following files in
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.Pa /export/myclient/root :
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.Bd -literal -offset indent -compact
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# cd /export/myclient/root/etc
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# vi fstab
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# cp /etc/hosts hosts
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# echo 'hostname="myclient"' \*[Gt]\*[Gt] rc.conf
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# echo "inet 192.197.96.12" \*[Gt] ifconfig.le0
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.Ed
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.Pp
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Note that "le0" above should be replaced with the name of
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the network interface that the client will use for booting.
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.Pp
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.It 10 .
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Correct the critical mount points and the swap file in the client's
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.Pa /etc/fstab
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(which will be
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.Pa /export/myclient/root/etc/fstab )
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i.e.
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.Bd -literal -offset indent -compact
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myserver:/export/myclient/root / nfs rw 0 0
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myserver:/usr /usr nfs rw 0 0
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/swap none swap sw
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.Ed
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.Pp
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Note, you must specify the swap file in
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.Pa /etc/fstab
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or it will not be used!
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.El
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.Sh FILES
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.Bl -tag -width /usr/mdec/rbootd -compact
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.It Pa /etc/ethers
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Ethernet addresses of known clients
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.It Pa /etc/bootparams
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client root pathname
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.It Pa /etc/exports
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exported
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.Tn NFS
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mount points
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.It Pa /etc/rbootd.conf
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configuration file for HP Remote Boot Daemon
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.It Pa /tftpboot
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location of boot programs loaded by the Sun PROM
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.It Pa /usr/mdec/rbootd
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location of boot programs loaded by the HP Boot ROM
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.El
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.Sh SEE ALSO
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.Xr bootparams 5 ,
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.Xr ethers 5 ,
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.Xr exports 5 ,
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.Xr mountd 8 ,
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.Xr nfsd 8 ,
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.Xr rarpd 8 ,
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.Xr rbootd 8 ,
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.Xr reboot 8 ,
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.Xr rpc.bootparamd 8 ,
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.Xr tftpd 8
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