Originally written: 3/14/2012; last Web page update: -12/21/2012, referencing rEFInd 0.6.1
+1/6/2013, referencing rEFInd 0.6.3I'm a technical writer and consultant specializing in Linux technologies. This 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!
@@ -90,9 +90,83 @@ href="mailto:rodsmith@rodsbooks.com">rodsmith@rodsbooks.comOnce you've uncompressed a rEFInd binary zip file, you must install it to your computer's 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. For Linux and Mac OS X, you can use the installation script, install.sh, which provides easy one-command installation on most systems. Occasionally this script will fail, though, so I also provide explicit instructions for Linux and Mac OS X. Installation under Windows also must be done manually. You can even install rEFInd using an EFI shell (version 2 only). In some cases, you'll have to deviate from the default naming conventions, as described in a section on this topic. If you're upgrading rEFInd, see the section on upgrading. Finally, I describe how to install some additional components you might find useful.
+Once you've obtained a rEFInd binary file, you must install it to your computer's 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.
+ + + +Beginning with version 0.6.2, I've included an RPM package file for rEFInd, and I quickly updated this (in 0.6.2-2) to be more sophisticated and to include a Debian package file, as well. 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-0.6.2-2.x86_64.rpm+ +
On a Debian-based system, the equivalent command is:
+ +# dpkg -i refind_0.6.2-2_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.
+ +Since version 0.6.3, the installation script makes an attempt to install rEFInd in a bootable way even if you run the script from a BIOS-mode boot, and therefore the RPM and Debian packages do the same. I cannot guarantee that this will work, though, and even if it does, some of the tricks that install.sh uses might not last for long. You might therefore want to use mvrefind.sh to move your rEFInd installation to another name after you boot Linux for the first time from rEFInd.
+ +Since version 0.6.2-2, my package files have installed the rEFInd binaries to /usr/share/refind-version, the documentation to /usr/share/doc/refind-version, and a few miscellaneous files elsewhere. Upon installation, the package runs the install.sh script to copy the files to the ESP. This enables you to re-install rEFInd after the fact by running install.sh, should some other tool or OS wipe the ESP or should the installation go awry. In such cases you can use install.sh or install manually.
If you're using Linux or Mac OS X, the easiest way to install rEFInd is to use the install.sh script. This script automatically copies rEFInd's files to your ESP or other target location and makes changes to your firmware's NVRAM settings so that rEFInd will start the next time you boot. If you've booted to OS X or in non-Secure-Boot EFI mode to Linux on a UEFI-based PC, install.sh will probably do the right thing, so you can get by with the quick instructions. If your setup is unusual, if your computer uses Secure Boot, or if you want to create a USB flash drive with rEFInd on it, you should read the extra instructions for this utility.
+Under Linux, the install.sh script installs rEFInd to your disk's ESP. Under Mac OS X, the script installs rEFInd to your current OS X boot partition by default; but you can install to your ESP instead by passing the script the --esp 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.)
-Before running this script under Linux, you should ensure that your ESP is 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.) This precaution isn't necessary under OS X.
+Before running this script under Linux, you should ensure that your ESP is 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.) This precaution isn't necessary under OS X. 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.
A sample run under Linux looks something like this:
@@ -226,10 +302,10 @@ Installation has completed successfully.install.sh [--esp | --usedefault device-file | --root mount-point ] \ - [--nodrivers | --alldrivers] [--shim shim-filename] [--localkeys] + [--nodrivers | --alldrivers] [--shim shim-filename] [--localkeys] [--yes]-
The details of the options are summarized in Table 1. Broadly speaking, they come in three classes: installation location options (--esp, --usedefault, and --root), driver options (--nodrivers and --alldrivers), and Secure Boot options (--shim and --localkeys). Using some of these options in unusual conditions can generate warnings and prompts to confirm your actions. In particular, using --shim or --localkeys when you're not booted in Secure Boot mode, or failing to use --shim when you are booted in Secure Boot mode, will generate a query and a request to confirm your installation. Consult the Managing Secure Boot page for more on this topic.
+The details of the options are summarized in Table 1. Broadly speaking, they come in four classes: installation location options (--esp, --usedefault, and --root), driver options (--nodrivers and --alldrivers), Secure Boot options (--shim and --localkeys), and a user input option (--yes). Using some of these options in unusual conditions can generate warnings and prompts to confirm your actions. In particular, using --shim or --localkeys when you're not booted in Secure Boot mode, or failing to use --shim when you are booted in Secure Boot mode, will generate a query and a request to confirm your installation. Consult the Managing Secure Boot page for more on this topic.
| --localkeys | This option tells install.sh to generate a new Machine Owner Key (MOK), store it in /etc/refind.d/keys as refind_local.*, and re-sign all the 64-bit rEFInd binaries with this key before installing them. This is the preferable way to install rEFInd in Secure Boot mode, since it means your binaries will be signed locally rather than with my own key, which is used to sign many other users' binaries; however, this method requires that both the openssl and sbsign binaries be installed. The former is readily available in most distributions' repositories, but the latter is not, so this option is not the default. |
| --yes | +This option causes the script to assume a Y input to every yes/no prompt that can be generated under certain conditions, such as if you specify --shim but install.sh detects no evidence of a Secure Boot installation. This option is intended mainly for use by scripts such as those that might be used as part of an installation via an RPM or Debian package. Note: I introduced this option with the 0.6.2-2 incremental release, which was primarily an update of the 0.6.2 RPM package; it's not yet available in the mainline 0.6.2 version. | +
In any event, you should peruse the script's output to ensure that everything looks OK. install.sh displays error messages when it encounters errors, such as if the ESP is mounted read-only or if you run out of disk space. You may need to correct such problems manually and re-run the script. In some cases you may need to fall back on manual installation, which gives you better control over details such as which partition to use for installation.
+ +Sometimes the install.sh script just won't do the job, or you may need to install using an OS that it doesn't support, such as Windows. In these cases, you'll have to install rEFInd the old-fashioned way, using file-copying commands and utilities to add the program to your EFI's boot loader list. I describe how to do this with Linux, OS X, Windows, and the EFI shell.
+ -On a UEFI-based PC, you'll normally install rEFInd to the ESP, which is usually mounted at /boot/efi. You can verify that this is the case by using the df command:
@@ -313,7 +399,7 @@ Filesystem 1K-blocks Used Available Use% Mounted onOn some systems, efibootmgr won't do what you expect. On such systems, you may have better luck renaming the rEFInd files, as described in the Alternative Naming Options section.
-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:
@@ -410,7 +496,7 @@ $ ioreg -l -p IODeviceTree | grep firmware-abiIf you want to remove rEFInd from your system, you can delete its files. The Mac will revert to booting using whatever standard boot loader it can find. Alternatively, you can use bless to bless another EFI boot loader. The GUI Startup Disk utility in System Preferences provides a simplified interface that enables you to select which OS X installation to boot, but it doesn't look for non-Apple boot loaders, so you can't use it to enable rEFInd.
-If you can't currently boot any OS (say, because a firmware update has wiped your NVRAM entries), you may find it convenient to install rEFInd using an EFI version 2 shell. Unfortunately, the bcfg command described here is not available in the EFI version 1 shell, and the version 2 shell is unusable on many firmware implementations prior to 2.3.1. Thus, this procedure won't work for all systems.
@@ -560,19 +646,83 @@ $ ioreg -l -p IODeviceTree | grep firmware-abiSome EFI implementations do a poor job of honoring the boot options set via Linux's efibootmgr or other tools. You may also lack access to such utilities, such as if you must install rEFInd in Windows. In such cases, you may need to change the boot loader's name so that the EFI will see it as the default boot loader. rEFInd should then boot when your NVRAM lacks information on specific boot loaders to use. Broadly speaking, there are two alternative names that are most useful:
+ +If you need to use one of these names, or something more exotic, you can do so in either of two ways: You can use the mvrefind.sh script to move your installation in one step, or you can move and rename your files manually.
+ + +The easiest way to move a rEFInd installation, at least in Linux, is to use the mvrefind.sh script. If you installed from one of my RPM or Debian packages, this script should be installed in /usr/sbin, so you can use it like a regular Linux command; otherwise you'll need to install it to your path yourself or type its complete path. Either way, it works much like the Linux mv command, but you pass it the directory in which a rEFInd installation appears and a target location:
+ ++# mvrefind.sh /boot/efi/EFI/BOOT /boot/efi/EFI/refind ++ +
This example moves rEFInd from /boot/efi/EFI/BOOT to /boot/efi/EFI/refind. It differs from mv in several ways: + +
The mvrefind.sh script is likely to be useful in resolving boot problems—if your system won't boot, you can try copying the installation to /boot/efi/EFI/BOOT, /boot/efi/EFI/Microsoft/Boot, and /boot/efi/EFI/refind in turn, testing the boot process after each attempt. (These filenames all assume your ESP is mounted at /boot/efi.) You could also copy a BIOS-mode install from /boot/efi/EFI/BOOT or /boot/efi/EFI/Microsoft/Boot to /boot/efi/EFI/refind to make it more robust against Windows repairs (assuming your firmware isn't broken).
+ + +Some EFI implementations do a poor job of honoring the boot options set via Linux's efibootmgr or other tools. You may also lack access to such utilities, such as if you must install rEFInd in Windows. In such cases, you may need to change the boot loader's name so that the EFI will see it as the default boot loader. rEFInd should then boot when your NVRAM lacks information on specific boot loaders to use. To do this, follow these steps:
Many variants of both of these commands are possible on both OS X and Linux. For instance, you'd probably use sudo on Ubuntu; and if you installed rEFInd to your ESP on a Mac, you'd need to first mount the ESP and include its path in the rm command.
+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.
+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:
@@ -729,7 +890,7 @@ Boot0007* CD/DVD Drivecopyright © 2012 by Roderick W. Smith
+copyright © 2012–2013 by Roderick W. Smith
This document is licensed under the terms of the GNU Free Documentation License (FDL), version 1.3.