X-Git-Url: https://code.delx.au/refind/blobdiff_plain/16ed1bfb9ca9b0b491572d515810c3889e652617..e366a10e438344bd1331f2de89d177079a91ba76:/docs/refind/installing.html diff --git a/docs/refind/installing.html b/docs/refind/installing.html index 422133a..8497bf8 100644 --- a/docs/refind/installing.html +++ b/docs/refind/installing.html @@ -8,6 +8,8 @@ + +
Originally written: 3/14/2012; last Web page update: -12/8/2014, referencing rEFInd 0.8.4
+9/19/2015, referencing rEFInd 0.9.2This Web page is provided free of charge and with no annoying outside ads; however, I did take time to prepare it, and Web hosting does cost money. If you find this Web page useful, please consider making a small donation to help keep this site up and running. Thanks!
@@ -132,7 +134,7 @@ href="mailto:rodsmith@rodsbooks.com">rodsmith@rodsbooks.comDon't be scared by the length of this page! Only portions of this page apply to any given user, and most people can install rEFInd from an RPM or Debian package in a matter of seconds or by using the install.sh script in minute or two.
-Once you've obtained a rEFInd binary file, you must install it to your computer's EFI System Partition (ESP) (or conceivably to some other location). The details of how you do this depend on your OS and your computer (UEFI-based PC vs. Macintosh). The upcoming sections provide details. See the Contents sidebar to the left for links to specific installation procedures. For most Linux users, an RPM or Debian package is the best way to go. If your Linux system doesn't support these formats, though, or if you're running OS X, using the install.sh script can be a good way to go. If you're using Windows, you'll have to install manually.
+Once you've obtained a rEFInd binary file, as described on the preceding page, you must install it to your computer's EFI System Partition (ESP) (or conceivably to some other location). The details of how you do this depend on your OS and your computer (UEFI-based PC vs. Macintosh). The upcoming sections provide details. See the Contents sidebar to the left for links to specific installation procedures. For most Linux users, an RPM or Debian package is the best way to go. If your Linux system doesn't support these formats, though, or if you're running OS X, using the install.sh script can be a good way to go. If you're using Windows, you'll have to install manually.
@@ -186,21 +188,35 @@ href="mailto:rodsmith@rodsbooks.com">rodsmith@rodsbooks.comI provide RPM and Debian package files for rEFInd; and starting with version 0.8.4, I'm maintaining an Ubuntu PPA for rEFInd. If you have a working RPM-based or Debian-based Linux installation that boots in EFI mode, using one of these files is likely to be the easiest way to install rEFInd: You need only download the file and issue an appropriate installation command. In some cases, double-clicking the package in your file manager will install it. If that doesn't work, a command like the following will install the RPM on an RPM-based system:
+I provide RPM and Debian package files for rEFInd; and starting with version 0.8.1, I'm maintaining an Ubuntu PPA for rEFInd. If you have a working RPM-based or Debian-based Linux installation that boots in EFI mode, using one of these files is likely to be the easiest way to install rEFInd: You need only download the file and issue an appropriate installation command. In some cases, double-clicking the package in your file manager will install it. If that doesn't work, a command like the following will install the RPM on an RPM-based system:
-# rpm -Uvh refind-0.8.4-1.x86_64.rpm+
# rpm -Uvh refind-0.9.2-1.x86_64.rpm
On a Debian-based system, the equivalent command is:
-# dpkg -i refind_0.8.4-1_amd64.deb+
# dpkg -i refind_0.9.2-1_amd64.deb
Either command produces output similar to that described for using the install.sh script, so you can check it for error messages and other signs of trouble. The package file installs rEFInd and registers it with the EFI to be the default boot loader. The script that runs as part of the installation process tries to determine if you're using Secure Boot, and if so it will try to configure rEFInd to launch using shim; however, this won't work correctly on all systems. Ubuntu 12.10 users who are booting with Secure Boot active should be wary, since the resulting installation will probably try to use Ubuntu's version of shim, which won't work correctly with rEFInd. The shim program provided with more recent versions of Ubuntu should work correctly.
@@ -242,11 +258,13 @@ $ sudo apt-get install refindBy default, the install.sh script installs rEFInd to your disk's ESP. Under Mac OS X, you can instead install rEFInd to your current OS X boot partition by passing the script the --notesp option, or to a non-boot HFS+ partition by using the --ownhfs devicefile option. Under either OS, you can install to something other than the currently-running OS by using the --root /mountpoint option. (See Table 1 for details.)
Under Linux, install.sh will be most reliable if your ESP is already mounted at /boot or /boot/efi, as described in more detail in the Installing rEFInd Manually Using Linux section. (If you installed Linux in EFI mode, chances are your ESP is properly mounted.) If your ESP is not so mounted, install.sh will attempt to locate and mount an ESP, but this action is not guaranteed to work correctly. If you run install.sh from a BIOS/legacy-mode boot, particularly on a computer that also runs Windows, you should be aware that the tricks the script uses to install itself from BIOS mode are rather delicate. You can convert to a more conventional configuration using the mvrefind.sh script after you've booted in EFI mode.
-Prior to version 0.8.4, install.sh installed rEFInd to the OS X root partition by default. I changed this because the default configuration for OS X 10.10 ("Yosemite") makes this placement unusable. Instead, install.sh now installs to the ESP under OS X, just as it does under Linux; however, the default installation location under OS X is EFI/BOOT/ rather than EFI/refind/. This difference accommodates a quirk of Apple's EFI, which sometimes imposes a 30-second delay when using anything but the EFI/BOOT location. If you're upgrading a working install of rEFInd to the OS X root partition, it's best to pass the --notesp option to install.sh. This option is described in more detail shortly.
+Prior to version 0.8.4, install.sh installed rEFInd to the OS X root partition by default. I changed this because the default configuration for OS X 10.10 ("Yosemite") makes this placement unusable. Instead, install.sh now installs to the ESP under OS X, just as it does under Linux. If you're upgrading a working install of rEFInd to the OS X root partition, it's best to pass the --notesp option to install.sh. This option is described in more detail shortly.
A sample run under Linux looks something like this:
@@ -385,13 +403,21 @@ Unmounting install dir refind_linux.conf, though—for instance, to add dolvm to the boot options on Gentoo systems that use LVM. +In addition to these quirks, you should be aware of some options that install.sh supports to enable you to customize your installation in various ways. The syntax for install.sh is as follows:
install.sh [--notesp | --usedefault device-file | --root mount-point | \ - --ownhfs device-file ] \ + --ownhfs device-file ] [--keepname ] \ [--nodrivers | --alldrivers] [--shim shim-filename] [--localkeys] [--yes]@@ -428,12 +454,16 @@ install.sh [--notesp | --usedefault device-file | --ro
This example shows that /dev/sda1 is mounted at /boot/efi, which is a typical configuration. (The ESP can be on another disk or partition, but /dev/sda1 is the most common place for an ESP.) If your output shows /boot or / under the Mounted on column, then your ESP isn't mounted. (An exception is if you're mounting the ESP at /boot. This is an unusual configuration. If you're using it, you can proceed, making suitable adjustments to subsequent commands.) If you get a df: `/boot/efi': No such file or directory error message, then the /boot/efi directory doesn't even exist. In such cases, you may need to jump through some extra hoops, as described on my EFI Boot Loader Installation page.
@@ -481,7 +511,7 @@ Filesystem 1K-blocks Used Available Use% Mounted on -Before installing rEFInd on a Mac, you must determine whether it uses a 32-bit or 64-bit EFI implementation. Most Intel-based Macs have 64-bit EFIs, so you should use the refind_x64.efi file with them; but very early Intel-based Macs have 32-bit EFIs (and sometimes 32-bit CPUs), which require the refind_ia32.efi file. You can determine whether your Mac needs the x86-64 or IA32 build by typing the following command in a Mac Terminal window:
@@ -562,8 +594,8 @@ $ ioreg -l -p IODeviceTree | grep firmware-abi
I know relatively little about Windows EFI management tools; however, I do know that at least two relevant tools exist: the standard bcdedit and the third-party EasyUEFI.
+ +The EasyUEFI tool is a free (as in beer) GUI tool for managing EFI boot programs. I've only tried it once, and it seemed fairly intuitive and easy to use, but I don't have detailed instructions on how to use it. If you want to use EasyUEFI, you'll have to use it in place of bcdedit at the end of the following procedure.
+ + +Attempt this method of installation only on a UEFI-based PC; this method will not work on Windows that's installed on a Mac in BIOS/CSM/legacy mode. To install rEFInd under Windows, you must first find a way to access the ESP, which Windows normally hides from view. One way to accomplish this goal, and to proceed forward once the ESP is accessible, is as follows:
I've received a few reports of a sluggish boot process (a delay of about 30 seconds before starting rEFInd) on some Macs after installing rEFInd, as well as some other Mac-specific peculiarities. I've been unable to replicate thess problems myself, and their true causes remains mysterious to me. I have found several possible solutions, though: using the fallback filename, moving rEFInd to an HFS+ volume, clearing NVRAM entries, and fixing wake problems.
+I've received a few reports of a sluggish boot process (a delay of about 30 seconds before starting rEFInd) on some Macs after installing rEFInd, as well as some other Mac-specific peculiarities. I've been unable to replicate thess problems myself, and their true causes remains mysterious to me. I have found several possible solutions, though: Using the --shortform option, using the fallback filename, moving rEFInd to an HFS+ volume, clearing NVRAM entries, fixing wake problems, and fixing a failure to find Linux.
+ + +Prior to version 0.8.5, these instructions and the install.sh script omitted the --shortform option from the bless command when installing rEFInd to the ESP. An rEFInd user, however, discovered that using the option eliminated the 30-second delay, so it is now the default with 0.8.5's install.sh, and is specified in the instructions. If you installed rEFInd 0.8.4 or earlier, you may want to re-install or re-bless rEFInd using this option.
+ +There is one caveat, though: The man page for bless notes that --shortform notes that its use can come "at the expense of boot time performance." Thus, it's not clear to me that this option might not actually create problems on some computers. (It's eliminated the boot delay on my 2014 MacBook Air and has no detrimental effect on an old 32-bit Mac Mini that's never had a boot delay problem, though.) Thus, if you have problems with rEFInd 0.8.5 or later, you might try running bless, as described in Installing rEFInd Manually Using OS X's step 8, but omit the --shortform option.
I've received a few reports that installing rEFInd to the ESP using the fallback filename (EFI/BOOT/bootx64.efi on most systems, or EFI/BOOT/bootia32.efi on very old Macs) can work around a sluggish boot problem. In fact, since version 0.8.4, the install.sh script copies the rEFInd binary to this name when run under OS X. If you installed manually to another name, though, renaming (and re-blessing) the installation is worth trying.
+I've received a few reports that installing rEFInd to the ESP using the fallback filename (EFI/BOOT/bootx64.efi on most systems, or EFI/BOOT/bootia32.efi on very old Macs) can work around a sluggish boot problem. In fact, version 0.8.4's install.sh script copied the rEFInd binary to this name when run under OS X. (Version 0.8.5 switches to using --shortform with the more conventional EFI/refind/refind_x64.efi or EFI/refind/refind_ia32.efi name, as just noted.) If you installed to a name other than EFI/BOOT/BOOT{ARCH}, either manually or by using the 0.8.5 or later install.sh, renaming (and re-blessing) the installation is worth trying.
Unfortunately, I lack a recent Mac and so can't investigate these issues myself, so I'm dependent upon others (mostly non-programmers) to offer workarounds. This is the type of problem that really requires hands-on interactive debugging sessions with the code to stand any chance of finding a better solution.
+I've recently acquired a 2014 MacBook Air, but I haven't yet had the chance to try to reproduce this problem and find a workaround. It's on my to-do list, though.
+ + +Some users report that rEFInd doesn't detect Linux, or won't boot it when it is found. Broadly speaking, there are two common causes of this problem:
+ +If you suspect that your hybrid MBR is damaged, you can try re-creating it with my GPT fdisk (gdisk) program. The GPT fdisk hybrid MBR documentation covers this procedure in detail. You can run gdisk from either OS X or Linux, although you may need to install it, particularly in OS X.
+ +If you suspect driver problems, you'll need to mount your ESP (as described in the manual OS X installation instructions), locate the rEFInd drivers_x64 directory, and adjust its contents. Make sure you have a driver for the filesystem that holds your Linux kernel. If you don't know what filesystem this is, it's probably ext4fs. rEFInd ships with several filesystem drivers, including one for ext4fs. You should also remove unnecessary filesystem drivers. I've seen several reports of one driver interfering with others' operation. The biggest culprit seems to be the HFS+ driver when used on Macs.
+ +If you decide you don't want to keep rEFInd, you can uninstall it. Doing so is a matter of removing the rEFInd files from your ESP (or from your OS X boot partition, if you installed the program there). In Linux, a command like the following, typed as root, should do the trick:
+If you decide you don't want to keep rEFInd, you can uninstall it. Doing so is a matter of removing the rEFInd files from your ESP (or from your OS X boot partition, if you installed the program there). The exact details of how to do this vary from one OS to another, though; and in some cases there are alternatives to completely uninstalling rEFInd that are easier to implement.
+ + +In Linux, a command like the following, typed as root, should remove rEFInd:
# rm -r /boot/efi/EFI/refind-
This example assumes that your ESP is mounted at /boot/efi and that rEFInd is installed in EFI/refind on that partition. If you've mounted your ESP elsewhere, or installed rEFInd elsewhere, you should adjust the command appropriately.
+You must type this command as root (or use sudo in some environments, such as under Ubuntu). This example assumes that your ESP is mounted at /boot/efi and that rEFInd is installed in EFI/refind on that partition. If you've mounted your ESP elsewhere, or installed rEFInd elsewhere, you should adjust the command appropriately.
-The same procedure works in OS X, with the caveat that the ESP isn't normally mounted in OS X. Thus, you must first mount the ESP, as described earlier, in the section on manually installing rEFInd in OS X. (You can forego this step if you installed to the OS X root partition.) You'll also need to use sudo to acquire root privileges. Thus, you'd probably use a command like the following in OS X:
+If you installed via an RPM or Debian package in Linux, using your package manager will remove the package files, but not the files that the installer places on your ESP. Thus, you must uninstall those files manually, as just described. To complete the job, you'll also have to remove /boot/refind_linux.conf, and perhaps the /etc/refind.d directory.
--$ sudo rm -r /Volumes/esp/EFI/refind -+ +
Many variants of both of these commands are possible on both OS X and Linux. For instance, you'd probably use sudo on Ubuntu. Note that dragging the rEFInd files to the Trash in OS X does not delete them; it just moves them to a different folder. Given the way that Macs reference boot loaders, this means that rEFInd may still launch. If you want to use the Finder to delete rEFInd, be sure to empty the trash after you drag the files there. That should do the job, provided there's no second installation hiding somewhere.
+The easiest way to restore the standard OS X boot loader on a Mac is not to uninstall rEFInd; it's to bypass it. This can be accomplished with the Startup Disk item in the System Preferences panel:
-If you installed via an RPM or Debian package in Linux, using your package manager will remove the package files, but not the files that the installer places on your ESP. Thus, you must uninstall those files manually, as just described. To complete the job, you'll also have to remove /boot/refind_linux.conf, and perhaps the /etc/refind.d directory.
+Select your startup disk (Macintosh HD OS X, 10.10.1 in this example) and then click Restart. The computer should reboot into OS X, bypassing rEFInd.
+ +I recommend stopping here, because the procedure for completely removing rEFInd from a Mac depends on your installation method and tends to be challenging for many Mac users, who are unfamiliar with the necessary command-line tools. Basically, you must reverse the steps described earlier, in Installing rEFInd Manually Using Mac OS X:
+ +From Windows, you must reverse the directions for installing in Windows—type mountvol S: /S to mount your ESP as S:, then navigate to the S:\EFI directory and delete the refind subdirectory.
-In any of these cases, when the computer boots and cannot find the rEFInd files, it should move on to the next boot loader in its list. In my experience, some EFI firmware implementations remove boot loaders they can't find from their NVRAM lists, so nothing else will be required, provided you have another working boot loader in your firmware's list. If your firmware doesn't automatically clean up its NVRAM entries, rEFInd's entry will do little harm; however, you can delete it with the efibootmgr utility in Linux:
+ +On a UEFI-based PC, when the computer boots and cannot find the rEFInd files, it should move on to the next boot loader in its list. In my experience, some EFI firmware implementations remove boot loaders they can't find from their NVRAM lists, so nothing else will be required, provided you have another working boot loader in your firmware's list. If your firmware doesn't automatically clean up its NVRAM entries, rEFInd's entry will do little harm; however, you can delete it with the efibootmgr utility in Linux:
# efibootmgr --verbose @@ -1110,11 +1259,14 @@ Boot0007* CD/DVD Drive
This example shows use of efibootmgr's --verbose (-v) option to display boot programs so as to identify which one is rEFInd, followed by --delete-bootnum (-B) to delete a boot program and --bootnum (-b) to identify which one to delete. Of course, in this example there's not much else left, so you'd presumably want to install another boot program at this point! If you already have another one installed, you may want to check the BootOrder line to determine which one will take precedence when you reboot. If you don't like what it shows, you can adjust it with the --bootorder (-o) option; consult efibootmgr's man page for details.
-If you're not using Linux, you may be able to find a utility that serves a similar function. The OS X bless utility (or its GUI equivalent, the Startup Disk item in System Preferences) should do the trick; but Macs pick up standard OS X boot loaders when they boot and find that a configured non-standard boot loader is missing, so this shouldn't be necessary on Macs. Under Windows, the bcdedit command, described in the section on installing rEFInd under Windows, may work, although I've not attempted this.
+If you're not using Linux, you may be able to find a utility that serves +a similar function. Under Windows, the bcdedit command, described +in the section on installing rEFInd under Windows, +may work, although I've not attempted this.
copyright © 2012–2014 by Roderick W. Smith
+copyright © 2012–2015 by Roderick W. Smith
This document is licensed under the terms of the GNU Free Documentation License (FDL), version 1.3.