1# $FreeBSD: src/share/examples/diskless/README.BOOTP,v 1.2.4.1 2002/02/12 17:43:11 luigi Exp $
2# Notes on diskless boot.
3
4IMPORTANT NOTE:
5
6For quite some time
7the /etc/rc.d/{initdiskless,diskless} scripts support a slightly different
8diskless boot process than the one documented in the rest of this file.
9
10I am not deleting the information below because it contains some
11useful background information on diskless operation, but for the
12actual details you should look at diskless(8), /etc/rc.d/initdiskless,
13/etc/rc.d/diskless,
14and the /usr/share/examples/diskless/clone_root script which can
15be useful to set up clients and server for diskless boot.
16
17-----------------------------------------------------------------------
18
19		        BOOTP configuration mechanism
20
21			    Matthew Dillon
22			    dillon@backplane.com
23
24    BOOTP kernels automatically configure the machine's IP address, netmask,
25    optional NFS based swap, and NFS based root mount.  The NFS server will
26    typically export a shared read-only /, /usr, and /var to any number of
27    workstations.  The shared read-only root is typically either the server's
28    own root or, if you are more security conscious, a contrived root.
29
30    The key issue with starting up a BOOTP kernel is that you typically want
31    to export read-only NFS partitions from the server, yet still be able to
32    customize each workstation ( or not ).
33
34    /etc/rc.diskless1 is responsible for doing core mounts and for retargeting
35    /conf/ME ( part of the read-only root NFS mount ) to /conf/$IP_OF_CLIENT.
36    /etc/rc.conf.local and /etc/rc.local, along with other machine-specific
37    configuration files, are typically softlinks to /conf/ME/<filename>.
38
39    In the BOOTP workstation /conf/$IP/rc.conf.local, you must typically
40    turn *OFF* most of the system option defaults in /etc/rc.conf as well
41    as do additional custom configuration of your environment
42
43    The /usr/src/share/examples/diskless directory contains a typical
44    X session / sshd based workstation configuration.  The directories
45    involved are HT.DISKLESS/ and 192.157.86.12/.
46
47    Essentially, the $IP/ directory ( which rc.diskless looks for in
48    /conf/$IP/ ) contains all the junk.  The HT.DISKLESS directory exists
49    to hold common elements of your custom configuration so you do not have
50    to repeat those elements for each workstation.  The example /conf
51    structure included here shows how to create a working sshd setup ( so
52    you can sshd into the diskless workstation ), retarget xdm's pid and error
53    files to R+W directories if /usr is mounted read-only, and retarget
54    syslogd and other programs.  This example is not designed to run out of
55    the box and some modifications are required.
56
57    >> NOTE <<  HT.DISKLESS/ttys contains the typical configuration required
58    to bring X up at boot time.  Essentially, it runs xdm in the foreground
59    with the appropriate arguments rather then a getty on ttyv0.  You must
60    run xdm on ttyv0 in order to prevent xdm racing with getty on a virtual
61    terminal.  Such a race can cause your keyboard to be directed away from
62    the X session, essentially making the session unusable.
63
64    Typically you should start with a clean slate by tar-copying this example
65    directory to /conf and then hack on it in /conf rather then in
66    /usr/share/examples/diskless.
67
68				BOOTP CLIENT SETUP
69
70    Here is a typical kernel configuration.  If you have only one ethernet
71    interface you do not need to wire BOOTP to a specific interface name.
72    BOOTP requires NFS and NFS_ROOT, and our boot scripts require MFS.  If
73    your /tmp is *not* a softlink to /var/tmp, the scripts also require NULLFS
74
75# BootP
76#
77options         BOOTP           # Use BOOTP to obtain IP address/hostname
78options         BOOTP_NFSROOT   # NFS mount root filesystem using BOOTP info
79options         BOOTP_COMPAT    # Workaround for broken bootp daemons.
80#options         "BOOTP_WIRED_TO=de0"
81
82options         MFS                     # Memory File System
83options         NFS                     # Network Filesystem
84options         NFS_ROOT		# Nfs can be root
85options		NULLFS			# nullfs to map /var/tmp to /tmp
86
87				BOOTP SERVER SETUP
88
89    The BOOTP server must be running on the same logical LAN as the
90    BOOTP client(s).  You need to setup two things:
91
92    (1) You need to NFS-export /, /usr, and /var.
93
94    (2) You need to run a BOOTP server.  DHCPD can do this.
95
96
97    NFS Export:
98
99	Here is an example "/etc/exports" file.
100
101/ -ro -maproot=root: -network 192.157.86.0 -mask 255.255.255.192
102/usr -ro -maproot=root: -network 192.157.86.0 -mask 255.255.255.192
103/var -ro -maproot=root: -network 192.157.86.0 -mask 255.255.255.192
104
105    In order to be an NFS server, the server must run portmap, mountd,
106    nfsd, and rpc.statd.  The standard NFS server options in /etc/rc.conf
107    will work ( you should put your overrides in /etc/rc.conf.local on the
108    server and not edit the distribution /etc/rc.conf, though ).
109
110    BOOTP Server:
111
112	This configuration file "/etc/dhcpd.conf" example is for
113	the '/usr/ports/net/isc-dhcp' dhcpd port.
114
115	    subnet 192.157.86.0 netmask 255.255.255.192 {
116		# range if you want to run the core dhcpd service of
117		# dynamic IP assignment, but it is not used with BOOTP
118		# workstations
119		range 192.157.86.32 192.157.86.62;
120
121		# misc configuration.
122		#
123		option routers 192.157.86.2;
124		option domain-name-servers 192.157.86.2;
125
126		server-name "apollo.fubar.com";
127		option subnet-mask 255.255.255.192;
128		option domain-name-servers 192.157.86.2;
129		option domain-name "fubar.com";
130		option broadcast-address 192.157.86.63;
131		option routers 192.157.86.2;
132	    }
133
134	    host test1 {
135		hardware ethernet 00:a0:c9:d3:38:25;
136		fixed-address 192.157.86.11;
137		option root-path "192.157.86.2:/";
138		option option-128 "192.157.86.2:/images/swap";
139	    }
140
141	    host test2 {
142	    #    hardware ethernet 00:e0:29:1d:16:09;
143		hardware ethernet 00:10:5a:a8:94:0e;
144		fixed-address 192.157.86.12;
145		option root-path "192.157.86.2:/";
146		option option-128 "192.157.86.2:/images/swap";
147	    }
148
149    SWAP.  This example includes options to automatically BOOTP configure
150    NFS swap on each workstation.  In order to use this capabilities you
151    need to NFS-export a swap directory READ+WRITE to the workstations.
152
153    You must then create a swap directory for each workstation you wish to
154    assign swap to.  In this example I created a dummy user 'lander' and
155    did an NFS export of /images/swap enforcing a UID of 'lander' for
156    all accesses.
157
158	apollo:/usr/ports/net# ls -la /images/swap
159	total 491786
160	drwxr-xr-x  2 root    wheel        512 Dec 28 07:00 .
161	drwxr-xr-x  8 root    wheel        512 Jan 20 10:54 ..
162	-rw-r--r--  1 lander  wheel   33554432 Dec 23 14:35 swap.192.157.86.11
163	-rw-r--r--  1 lander  wheel  335544320 Jan 24 16:55 swap.192.157.86.12
164	-rw-r--r--  1 lander  wheel  134217728 Jan 21 17:19 swap.192.157.86.6
165
166    A swap file is best created with dd:
167
168	# create a 32MB swap file for a BOOTP workstation
169	dd if=/dev/zero of=swap.IPADDRESS bs=1m count=32
170
171    It is generally a good idea to give your workstations some swap space,
172    but not a requirement if they have a lot of memory.
173
174