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Documentation/early-userspace/README 6.72 KB
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  Early userspace support
  =======================
  
  Last update: 2004-12-20 tlh
  
  
  "Early userspace" is a set of libraries and programs that provide
  various pieces of functionality that are important enough to be
  available while a Linux kernel is coming up, but that don't need to be
  run inside the kernel itself.
  
  It consists of several major infrastructure components:
  
  - gen_init_cpio, a program that builds a cpio-format archive
    containing a root filesystem image.  This archive is compressed, and
    the compressed image is linked into the kernel image.
  - initramfs, a chunk of code that unpacks the compressed cpio image
    midway through the kernel boot process.
  - klibc, a userspace C library, currently packaged separately, that is
    optimized for correctness and small size.
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  The cpio file format used by initramfs is the "newc" (aka "cpio -H newc")
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  format, and is documented in the file "buffer-format.txt".  There are
  two ways to add an early userspace image: specify an existing cpio
  archive to be used as the image or have the kernel build process build
  the image from specifications.
  
  CPIO ARCHIVE method
  
  You can create a cpio archive that contains the early userspace image.
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  Your cpio archive should be specified in CONFIG_INITRAMFS_SOURCE and it
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  will be used directly.  Only a single cpio file may be specified in
  CONFIG_INITRAMFS_SOURCE and directory and file names are not allowed in
  combination with a cpio archive.
  
  IMAGE BUILDING method
  
  The kernel build process can also build an early userspace image from
  source parts rather than supplying a cpio archive.  This method provides
  a way to create images with root-owned files even though the image was
  built by an unprivileged user.
  
  The image is specified as one or more sources in
  CONFIG_INITRAMFS_SOURCE.  Sources can be either directories or files -
  cpio archives are *not* allowed when building from sources.
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  A source directory will have it and all of its contents packaged.  The
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  specified directory name will be mapped to '/'.  When packaging a
  directory, limited user and group ID translation can be performed.
  INITRAMFS_ROOT_UID can be set to a user ID that needs to be mapped to
  user root (0).  INITRAMFS_ROOT_GID can be set to a group ID that needs
  to be mapped to group root (0).
  
  A source file must be directives in the format required by the
  usr/gen_init_cpio utility (run 'usr/gen_init_cpio --help' to get the
  file format).  The directives in the file will be passed directly to
  usr/gen_init_cpio.
  
  When a combination of directories and files are specified then the
  initramfs image will be an aggregate of all of them.  In this way a user
  can create a 'root-image' directory and install all files into it.
  Because device-special files cannot be created by a unprivileged user,
  special files can be listed in a 'root-files' file.  Both 'root-image'
  and 'root-files' can be listed in CONFIG_INITRAMFS_SOURCE and a complete
  early userspace image can be built by an unprivileged user.
  
  As a technical note, when directories and files are specified, the
  entire CONFIG_INITRAMFS_SOURCE is passed to
  scripts/gen_initramfs_list.sh.  This means that CONFIG_INITRAMFS_SOURCE
  can really be interpreted as any legal argument to
  gen_initramfs_list.sh.  If a directory is specified as an argument then
  the contents are scanned, uid/gid translation is performed, and
  usr/gen_init_cpio file directives are output.  If a directory is
  specified as an arugemnt to scripts/gen_initramfs_list.sh then the
  contents of the file are simply copied to the output.  All of the output
  directives from directory scanning and file contents copying are
  processed by usr/gen_init_cpio.
  
  See also 'scripts/gen_initramfs_list.sh -h'.
  
  Where's this all leading?
  =========================
  
  The klibc distribution contains some of the necessary software to make
  early userspace useful.  The klibc distribution is currently
  maintained separately from the kernel, but this may change early in
  the 2.7 era (it missed the boat for 2.5).
  
  You can obtain somewhat infrequent snapshots of klibc from
  ftp://ftp.kernel.org/pub/linux/libs/klibc/
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  For active users, you are better off using the klibc git
  repository, at http://git.kernel.org/?p=libs/klibc/klibc.git
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  The standalone klibc distribution currently provides three components,
  in addition to the klibc library:
  
  - ipconfig, a program that configures network interfaces.  It can
    configure them statically, or use DHCP to obtain information
    dynamically (aka "IP autoconfiguration").
  - nfsmount, a program that can mount an NFS filesystem.
  - kinit, the "glue" that uses ipconfig and nfsmount to replace the old
    support for IP autoconfig, mount a filesystem over NFS, and continue
    system boot using that filesystem as root.
  
  kinit is built as a single statically linked binary to save space.
  
  Eventually, several more chunks of kernel functionality will hopefully
  move to early userspace:
  
  - Almost all of init/do_mounts* (the beginning of this is already in
    place)
  - ACPI table parsing
  - Insert unwieldy subsystem that doesn't really need to be in kernel
    space here
  
  If kinit doesn't meet your current needs and you've got bytes to burn,
  the klibc distribution includes a small Bourne-compatible shell (ash)
  and a number of other utilities, so you can replace kinit and build
  custom initramfs images that meet your needs exactly.
  
  For questions and help, you can sign up for the early userspace
  mailing list at http://www.zytor.com/mailman/listinfo/klibc
  
  How does it work?
  =================
  
  The kernel has currently 3 ways to mount the root filesystem:
  
  a) all required device and filesystem drivers compiled into the kernel, no
     initrd.  init/main.c:init() will call prepare_namespace() to mount the
     final root filesystem, based on the root= option and optional init= to run
     some other init binary than listed at the end of init/main.c:init().
  
  b) some device and filesystem drivers built as modules and stored in an
     initrd.  The initrd must contain a binary '/linuxrc' which is supposed to
     load these driver modules.  It is also possible to mount the final root
     filesystem via linuxrc and use the pivot_root syscall.  The initrd is
     mounted and executed via prepare_namespace().
  
  c) using initramfs.  The call to prepare_namespace() must be skipped.
     This means that a binary must do all the work.  Said binary can be stored
     into initramfs either via modifying usr/gen_init_cpio.c or via the new
     initrd format, an cpio archive.  It must be called "/init".  This binary
     is responsible to do all the things prepare_namespace() would do.
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     To maintain backwards compatibility, the /init binary will only run if it
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     comes via an initramfs cpio archive.  If this is not the case,
     init/main.c:init() will run prepare_namespace() to mount the final root
     and exec one of the predefined init binaries.
  
  Bryan O'Sullivan <bos@serpentine.com>