installation: fix codeblock rendering in zfs performance tips section

[pmg-docs.git] / system-booting.adoc

[[sysboot]]
Host Bootloader
---------------

{pmg} 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).


[[sysboot_installer_part_scheme]]
Partitioning Scheme Used by the Installer
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

The {pmg} 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
footnote:[These are all installs with root on `ext4` or `xfs` and installs
with root on ZFS on non-EFI systems].


[[sysboot_proxmox_boot_tool]]
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 footnote:[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
----

[[sysboot_proxmox_boot_setup]]
.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
{pmg}'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.

[[sysboot_proxmox_boot_refresh]]
.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.


[[sysboot_determine_bootloader_used]]
Determine which Bootloader is Used
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

[thumbnail="screenshot/boot-grub.png", float="left"]

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

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

[thumbnail="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.


[[sysboot_grub]]
GRUB
~~~~

GRUB has been the de-facto standard for booting Linux systems for many years
and is quite well documented
footnote:[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:
footnote:[Systems using `proxmox-boot-tool` will call `proxmox-boot-tool
refresh` upon `update-grub`.]

----
# update-grub
----


[[sysboot_systemd_boot]]
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 {pmg}
xref:sysboot_proxmox_boot_tool[`proxmox-boot-tool`] is used to keep the
configuration on the ESPs synchronized.

[[sysboot_systemd_boot_config]]
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/pmg-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
----


[[sysboot_edit_kernel_cmdline]]
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.

[[sysboot_kernel_pin]]
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 {pmg} 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
----

[[sysboot_secure_boot]]
Secure Boot
~~~~~~~~~~~

Since {pmg} 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 {pmg} 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 https://pve.proxmox.com/wiki/Secure_Boot_Setup[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 {pmg} host!**

An existing UEFI installation can be switched over to Secure Boot if desired,
without having to reinstall {pmg} 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
xref:sysboot_determine_bootloader_used[Determine which Bootloader is used]),
some additional setup is needed. This is only the case if {pmg} 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/pmg-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
https://pve.proxmox.com/wiki/Secure_Boot_Setup#Setup_instructions_for_db_key_variant[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.