8.8. 組態 Bootloader

或許已經運作了，但最好知道如何組態與安裝載入啟動器，萬一它不在 Master Boot Record 中。安裝 Windows 等其他作業系統後，很可能出現這種情況。以下的資訊在必要時可協助修改載入啟動器組態。

8.8.1. 辨識磁碟

文化 udev 與 /dev/

/dev/ 資料夾習慣儲存被稱為 “特殊的” 檔案，用於代表系統的週邊裝置 (見專欄基本近用設備的權限)。曾經納入所有可能用到的特殊檔案。這種處理方式有若干缺點，限制設備數量是其中之一，每種設備祗能有一個 (因為清單名稱被限制)，且不可能知道實際上該用那個特殊檔案。

Nowadays, the management of special files is entirely dynamic and matches better the nature of hot-swappable computer devices. The kernel cooperates with udev (節 9.11.3, “udev 的運作”) to create and delete them as needed when the corresponding devices appear and disappear. For this reason, /dev/ doesn't need to be persistent and is thus a RAM-based filesystem that starts empty and contains only the relevant entries.

The kernel communicates lots of information about any newly added device and hands out a pair of major/minor numbers to identify it. With this udevd can create the special file under the name and with the permissions that it wants. It can also create aliases and perform additional actions (such as initialization or registration tasks). udevd's behavior is driven by a large set of (customizable) rules usually found in /lib/udev/rules.d/ and /etc/udev/rules.d/.

動態給予名稱，就能夠讓同名稱永遠指向特定設備，不必在意連結的設備或順序，尤其在使用 USB 週邊時更為便利。第一個磁碟的第一個區塊稱為 /dev/sda1 可供向後相容，喜歡的話也可稱為 /dev/root-partition，或兩者共用，因為 udevd 可以組態成自動新增符號連結。

In ancient times, some kernel modules did automatically load when you tried to access the corresponding device file. This is no longer the case, and the peripheral's special file no longer exists prior to loading the module; this is no big deal, since most modules are loaded on boot thanks to automatic hardware detection. But for undetectable peripherals (such as very old disk drives or PS/2 mice), this doesn't work. Consider adding the modules, floppy, psmouse and mousedev to /etc/modules or /etc/modules-load.d/ in order to force loading them on boot.

組態啟動程式必須辨認硬碟及其分區。Linux 使用 “block” 特殊檔案儲存在 /dev/ 資料夾內。因為 Debian Squeeze 版本使用源自 Linux 核心的硬碟命名架構，所有的硬碟 (IDE/PATA、SATA、SCSI、USB、IEEE 1394) 都以 /dev/sd* 表示。

每個分區由其磁碟代號表示：如，/dev/sda1 是第一個磁碟的第一個分區，而 /dev/sdb3 是第二個磁碟的第三個分區。

PC 架構 (或 “i386”，包括新出現的 “amd64”) 不再受限於使用 “MS-DOS” 分區表格式，每個磁碟可以擁有超過 4 個 “主要” 分區。在此架構下要超過此限制，必須新增 “延伸” 分區，然後就能使用新增的 “次要” 分區。這些次要分區由 5 開始編號。所以，第一個磁碟的次要分區可以是 /dev/sda5，然後是 /dev/sda6，餘此類推。

MS-DOS 分區表格式的另個限制是磁碟的容量不能超過 2 TiB，成為當代磁碟的真正問題。

A new partition table format called GPT (GUID Partition Table) loosens these constraints on the number of partitions (it allows up to 128 partitions when using standard settings) and on the size of the disks (up to 8 ZiB, which is more than 8 billion terabytes). If you intend to create many physical partitions on the same disk, you should therefore ensure that you are creating the partition table in the GPT format when partitioning your disk.

QUICK LOOK The Globally Unique Identifier (GUID)

Using GPT the partition type is represented as a 16 bytes long universally unique identifier, also known as Globally Unique Identifier (GUID), which is part of the UEFI standard (see NOTE UEFI, a modern replacement to the BIOS). Compared to the hex code used to determine the partition type in the MS-DOS table format, you will have a hard time trying to remember these identifiers. Fortunately there are lists with all the IDs which you can use to create partition recipes to use with sfdisk or for preseeding the Debian installer.

→ https://en.wikipedia.org/wiki/GUID_Partition_Table#Partition_type_GUIDs

It is not always easy to remember what disk is connected to which SATA controller, or in third position in the SCSI chain, especially since the naming of hotplugged hard drives (which includes among others most SATA disks and external disks) can change from one boot to another. Fortunately, udev creates, in addition to /dev/sd*, symbolic links with a fixed name, which you could then use if you wished to identify a hard drive in a non-ambiguous manner. These symbolic links are stored in /dev/disk/by-id/. On a machine with two physical disks, for example, one could find the following:

mirexpress:/dev/disk/by-id# ls -l
total 0
lrwxrwxrwx 1 root root  9 23 jul. 08:58 ata-STM3500418AS_9VM3L3KP -> ../../sda
lrwxrwxrwx 1 root root 10 23 jul. 08:58 ata-STM3500418AS_9VM3L3KP-part1 -> ../../sda1
lrwxrwxrwx 1 root root 10 23 jul. 08:58 ata-STM3500418AS_9VM3L3KP-part2 -> ../../sda2
[...]
lrwxrwxrwx 1 root root  9 23 jul. 08:58 ata-WDC_WD5001AALS-00L3B2_WD-WCAT00241697 -> ../../sdb
lrwxrwxrwx 1 root root 10 23 jul. 08:58 ata-WDC_WD5001AALS-00L3B2_WD-WCAT00241697-part1 -> ../../sdb1
lrwxrwxrwx 1 root root 10 23 jul. 08:58 ata-WDC_WD5001AALS-00L3B2_WD-WCAT00241697-part2 -> ../../sdb2
[...]
lrwxrwxrwx 1 root root  9 23 jul. 08:58 scsi-SATA_STM3500418AS_9VM3L3KP -> ../../sda
lrwxrwxrwx 1 root root 10 23 jul. 08:58 scsi-SATA_STM3500418AS_9VM3L3KP-part1 -> ../../sda1
lrwxrwxrwx 1 root root 10 23 jul. 08:58 scsi-SATA_STM3500418AS_9VM3L3KP-part2 -> ../../sda2
[...]
lrwxrwxrwx 1 root root  9 23 jul. 08:58 scsi-SATA_WDC_WD5001AALS-_WD-WCAT00241697 -> ../../sdb
lrwxrwxrwx 1 root root 10 23 jul. 08:58 scsi-SATA_WDC_WD5001AALS-_WD-WCAT00241697-part1 -> ../../sdb1
lrwxrwxrwx 1 root root 10 23 jul. 08:58 scsi-SATA_WDC_WD5001AALS-_WD-WCAT00241697-part2 -> ../../sdb2
[...]
lrwxrwxrwx 1 root root  9 23 jul. 16:48 usb-LaCie_iamaKey_3ed00e26ccc11a-0:0 -> ../../sdc
lrwxrwxrwx 1 root root 10 23 jul. 16:48 usb-LaCie_iamaKey_3ed00e26ccc11a-0:0-part1 -> ../../sdc1
lrwxrwxrwx 1 root root 10 23 jul. 16:48 usb-LaCie_iamaKey_3ed00e26ccc11a-0:0-part2 -> ../../sdc2
[...]
lrwxrwxrwx 1 root root  9 23 jul. 08:58 wwn-0x5000c50015c4842f -> ../../sda
lrwxrwxrwx 1 root root 10 23 jul. 08:58 wwn-0x5000c50015c4842f-part1 -> ../../sda1
[...]
mirexpress:/dev/disk/by-id#

Note that some disks are listed several times (because they behave simultaneously as ATA disks and SCSI disks), but the relevant information is mainly in the model and serial numbers of the disks, from which you can find the peripheral file. While the links in /dev/disk/by-id/ are created using the device' serial number and physical path, there are more convenience links in e.g. /dev/disk/by-label/ (based on given labels), /dev/disk/by-uuid/ (based on unique identifiers, which can change when reformatting a device using mkfs.* or mkswap), /dev/disk/by-path/ (based on shortest physical path), and /dev/disk/by-partlabel/ and /dev/disk/by-partuuid/ (only partitions with GPT labels and their unique identifiers). If you use these links, e.g. in /etc/fstab, always prefer unique identifiers over labels. You can also obtain and change this information for each partition or device using the lsblk and blkid commands.

下節的組態檔根據同樣的設定而來：一個 SATA 磁碟，第一個區分是安裝舊型的視窗、第二個分區安裝 Debian GNU/Linux。

ALTERNATIVE The LILO bootloader

LILO (Linux 啟動程式, LInux LOader) 是最舊的啟動程式 — 穩定但粗糙。把核心的實體位址寫入 MBR 的啟動，所以每次更新至 LILO (或其組態檔案) 都必須再執行命令 lilo。忘記的話，移除或更新核心後，新的核心就不會在磁碟的原來位置，以致系統無法啟動。

LILO 的組態檔是 /etc/lilo.conf；一個簡單的檔案供標準組態之用，如下例。

範例 8.4. LILO 組態檔案

# The disk on which LILO should be installed.
# By indicating the disk and not a partition.
# you order LILO to be installed on the MBR.
boot=/dev/sda
# the partition that contains Debian
root=/dev/sda2
# the item to be loaded by default
default=Linux

# the most recent kernel image
image=/vmlinuz
  label=Linux
  initrd=/initrd.img
  read-only

# Old kernel (if the newly installed kernel doesn't boot)
image=/vmlinuz.old
  label=LinuxOLD
  initrd=/initrd.img.old
  read-only
  optional

# only for Linux/Windows dual boot
other=/dev/sda1
  label=Windows

As per request of the maintainer and upstream author of lilo, the bootloader has been removed from Debian 11 Bullseye and it is unlikely to make a comeback.

8.8.2. GRUB 2 組態

GRUB (GRand Unified Bootloader) is more recent. It is not necessary to invoke it after each update of the kernel; GRUB knows how to read the filesystems and find the position of the kernel on the disk by itself. To install it on the MBR of the first disk, simply type grub-install /dev/sda. This will overwrite the MBR, so be careful not to overwrite the wrong location. While it is also possible to install GRUB into a partition boot record, beware that it is usually a mistake and doing grub-install /dev/sda1 has not the same meaning as grub-install /dev/sda.

說明 GRUB 的磁碟名稱

GRUB can only identify hard drives based on information provided by the BIOS. (hd0) corresponds to the first disk thus detected, (hd1) the second, etc. In most cases, this order corresponds exactly to the usual order of disks under Linux, but problems can occur when you associate SCSI and IDE disks. GRUB used to store the correspondences that it detected in the file /boot/grub/device.map. Nowadays it avoids this problem using universally unique identifier (UUIDs) or file system labels when generating grub.cfg. However, the device map file is not obsolete yet, since it can be used to override when the current environment is different from the one on boot. If you find errors there (because you know that your BIOS detects drives in a different order), correct them manually and run grub-install again. grub-mkdevicemap can help creating a device.map file from which to start.

區分表在 GRUB 內也有特定的名稱。通常使用 MS-DOS 格式的 “經典” 區分，第一個磁碟的第一個分區標記為 (hd0,msdos1)、第二個分區標記為 (hd0,msdos2)，餘此類推。

GRUB 2 configuration is stored in /boot/grub/grub.cfg, but this file (in Debian) is generated from others. Be careful not to modify it by hand, since such local modifications will be lost the next time update-grub is run (which may occur upon update of various packages). The most common modifications of the /boot/grub/grub.cfg file (to add command line parameters to the kernel or change the duration that the menu is displayed, for example) are made through the variables in /etc/default/grub. To add entries to the menu, you can either create a /boot/grub/custom.cfg file or modify the /etc/grub.d/40_custom file. For more complex configurations, you can modify other files in /etc/grub.d, or add to them; these scripts should return configuration snippets, possibly by making use of external programs. These scripts are the ones that will update the list of kernels to boot: 10_linux takes into consideration the installed Linux kernels; 20_linux_xen takes into account Xen virtual systems, and 30_os-prober adds other existing operating systems (Windows, OS X, Hurd), kernel images, and BIOS/EFI access options to the menu.

CAUTION error: symbol `grub_*' not found

One of the most often reported issues when using GRUB is that users get an error like error symbol `grub_calloc' not found and they are unable to boot the system anymore. Most of the time this error is caused by installing an updated version of GRUB that causes new modules in /boot/grub to be incompatible with old core images in the boot sector that your firmware jumps to when booting your machine. This happens on systems that are configured to run grub-install to a target device that is not actually the one that the firmware uses to boot your system (e.g. after replacing disks or moving them around - one can see the issue when running dpkg-reconfigure grub-pc showing the wrong target device). With the release of Debian 11 Bullseye (the change was also populated to Buster) the update process now checks for this issue and exits with an error in case it finds such a constellation.

→ https://bugs.debian.org/bug=966575#95

Setting up grub-pc (2.02+dfsg1-20+deb10u4) ...
/dev/disk/by-id/[..] does not exist, so cannot grub-install to it!
You must correct your GRUB install devices before proceeding:

  DEBIAN_FRONTEND=dialog dpkg --configure grub-pc
  dpkg --configure -a
dpkg: error processing package grub-pc (--configure):
 installed grub-pc package post-installation script subprocess returned error exit status 1

To fix the issue and continue the upgrade procedure, just follow the advice and run the commands given by the error message as root.

8.8.3. Using GRUB with EFI and Secure Boot

Using GRUB to boot either a traditional BIOS system (legacy or UEFI-CSM) or a UEFI system is quite different. Fortunately the user doesn't need to know the differences because Debian provides different packages for each purpose and the installer automatically cares about which one(s) to choose. The grub-pc package is chosen for legacy systems, where GRUB is installed into the MBR, while UEFI systems require grub-efi-arch, where GRUB is installed into the EFI System Partition (ESP). The latter requires a GTP partition table as well as an EFI partition.

→ https://wiki.debian.org/Grub2#UEFI_vs_BIOS_boot

To switch an existing system (supporting UEFI) from legacy to UEFI boot mode not only requires to switch the GRUB packages on the system, but also to adjust the partition table and the to create an EFI partition (probably including resizing existing partitions to create the necessary free space). It is therefore quite an elaborate process and we cannot cover it here. Fortunately, there are some manuals by bloggers describing the necessary procedures.

If you are using a system with “Secure Boot“ enabled and have installed shim-signed (see sidebar CULTURE Secure Boot and the shim bootloader), you must also install grub-efi-arch-signed. This package is not pulled in automatically, only if the installation of recommended package has been enabled.