| .. SPDX-License-Identifier: GPL-2.0 |
| |
| =========================== |
| Ramfs, rootfs and initramfs |
| =========================== |
| |
| October 17, 2005 |
| |
| :Author: Rob Landley <rob@landley.net> |
| |
| What is ramfs? |
| -------------- |
| |
| Ramfs is a very simple filesystem that exports Linux's disk caching |
| mechanisms (the page cache and dentry cache) as a dynamically resizable |
| RAM-based filesystem. |
| |
| Normally all files are cached in memory by Linux. Pages of data read from |
| backing store (usually the block device the filesystem is mounted on) are kept |
| around in case it's needed again, but marked as clean (freeable) in case the |
| Virtual Memory system needs the memory for something else. Similarly, data |
| written to files is marked clean as soon as it has been written to backing |
| store, but kept around for caching purposes until the VM reallocates the |
| memory. A similar mechanism (the dentry cache) greatly speeds up access to |
| directories. |
| |
| With ramfs, there is no backing store. Files written into ramfs allocate |
| dentries and page cache as usual, but there's nowhere to write them to. |
| This means the pages are never marked clean, so they can't be freed by the |
| VM when it's looking to recycle memory. |
| |
| The amount of code required to implement ramfs is tiny, because all the |
| work is done by the existing Linux caching infrastructure. Basically, |
| you're mounting the disk cache as a filesystem. Because of this, ramfs is not |
| an optional component removable via menuconfig, since there would be negligible |
| space savings. |
| |
| ramfs and ramdisk: |
| ------------------ |
| |
| The older "ram disk" mechanism created a synthetic block device out of |
| an area of RAM and used it as backing store for a filesystem. This block |
| device was of fixed size, so the filesystem mounted on it was of fixed |
| size. Using a ram disk also required unnecessarily copying memory from the |
| fake block device into the page cache (and copying changes back out), as well |
| as creating and destroying dentries. Plus it needed a filesystem driver |
| (such as ext2) to format and interpret this data. |
| |
| Compared to ramfs, this wastes memory (and memory bus bandwidth), creates |
| unnecessary work for the CPU, and pollutes the CPU caches. (There are tricks |
| to avoid this copying by playing with the page tables, but they're unpleasantly |
| complicated and turn out to be about as expensive as the copying anyway.) |
| More to the point, all the work ramfs is doing has to happen _anyway_, |
| since all file access goes through the page and dentry caches. The RAM |
| disk is simply unnecessary; ramfs is internally much simpler. |
| |
| Another reason ramdisks are semi-obsolete is that the introduction of |
| loopback devices offered a more flexible and convenient way to create |
| synthetic block devices, now from files instead of from chunks of memory. |
| See losetup (8) for details. |
| |
| ramfs and tmpfs: |
| ---------------- |
| |
| One downside of ramfs is you can keep writing data into it until you fill |
| up all memory, and the VM can't free it because the VM thinks that files |
| should get written to backing store (rather than swap space), but ramfs hasn't |
| got any backing store. Because of this, only root (or a trusted user) should |
| be allowed write access to a ramfs mount. |
| |
| A ramfs derivative called tmpfs was created to add size limits, and the ability |
| to write the data to swap space. Normal users can be allowed write access to |
| tmpfs mounts. See Documentation/filesystems/tmpfs.rst for more information. |
| |
| What is rootfs? |
| --------------- |
| |
| Rootfs is a special instance of ramfs (or tmpfs, if that's enabled), which is |
| always present in 2.6 systems. You can't unmount rootfs for approximately the |
| same reason you can't kill the init process; rather than having special code |
| to check for and handle an empty list, it's smaller and simpler for the kernel |
| to just make sure certain lists can't become empty. |
| |
| Most systems just mount another filesystem over rootfs and ignore it. The |
| amount of space an empty instance of ramfs takes up is tiny. |
| |
| If CONFIG_TMPFS is enabled, rootfs will use tmpfs instead of ramfs by |
| default. To force ramfs, add "rootfstype=ramfs" to the kernel command |
| line. |
| |
| What is initramfs? |
| ------------------ |
| |
| All 2.6 Linux kernels contain a gzipped "cpio" format archive, which is |
| extracted into rootfs when the kernel boots up. After extracting, the kernel |
| checks to see if rootfs contains a file "init", and if so it executes it as PID |
| 1. If found, this init process is responsible for bringing the system the |
| rest of the way up, including locating and mounting the real root device (if |
| any). If rootfs does not contain an init program after the embedded cpio |
| archive is extracted into it, the kernel will fall through to the older code |
| to locate and mount a root partition, then exec some variant of /sbin/init |
| out of that. |
| |
| All this differs from the old initrd in several ways: |
| |
| - The old initrd was always a separate file, while the initramfs archive is |
| linked into the linux kernel image. (The directory ``linux-*/usr`` is |
| devoted to generating this archive during the build.) |
| |
| - The old initrd file was a gzipped filesystem image (in some file format, |
| such as ext2, that needed a driver built into the kernel), while the new |
| initramfs archive is a gzipped cpio archive (like tar only simpler, |
| see cpio(1) and Documentation/driver-api/early-userspace/buffer-format.rst). |
| The kernel's cpio extraction code is not only extremely small, it's also |
| __init text and data that can be discarded during the boot process. |
| |
| - The program run by the old initrd (which was called /initrd, not /init) did |
| some setup and then returned to the kernel, while the init program from |
| initramfs is not expected to return to the kernel. (If /init needs to hand |
| off control it can overmount / with a new root device and exec another init |
| program. See the switch_root utility, below.) |
| |
| - When switching another root device, initrd would pivot_root and then |
| umount the ramdisk. But initramfs is rootfs: you can neither pivot_root |
| rootfs, nor unmount it. Instead delete everything out of rootfs to |
| free up the space (find -xdev / -exec rm '{}' ';'), overmount rootfs |
| with the new root (cd /newmount; mount --move . /; chroot .), attach |
| stdin/stdout/stderr to the new /dev/console, and exec the new init. |
| |
| Since this is a remarkably persnickety process (and involves deleting |
| commands before you can run them), the klibc package introduced a helper |
| program (utils/run_init.c) to do all this for you. Most other packages |
| (such as busybox) have named this command "switch_root". |
| |
| Populating initramfs: |
| --------------------- |
| |
| The 2.6 kernel build process always creates a gzipped cpio format initramfs |
| archive and links it into the resulting kernel binary. By default, this |
| archive is empty (consuming 134 bytes on x86). |
| |
| The config option CONFIG_INITRAMFS_SOURCE (in General Setup in menuconfig, |
| and living in usr/Kconfig) can be used to specify a source for the |
| initramfs archive, which will automatically be incorporated into the |
| resulting binary. This option can point to an existing gzipped cpio |
| archive, a directory containing files to be archived, or a text file |
| specification such as the following example:: |
| |
| dir /dev 755 0 0 |
| nod /dev/console 644 0 0 c 5 1 |
| nod /dev/loop0 644 0 0 b 7 0 |
| dir /bin 755 1000 1000 |
| slink /bin/sh busybox 777 0 0 |
| file /bin/busybox initramfs/busybox 755 0 0 |
| dir /proc 755 0 0 |
| dir /sys 755 0 0 |
| dir /mnt 755 0 0 |
| file /init initramfs/init.sh 755 0 0 |
| |
| Run "usr/gen_init_cpio" (after the kernel build) to get a usage message |
| documenting the above file format. |
| |
| One advantage of the configuration file is that root access is not required to |
| set permissions or create device nodes in the new archive. (Note that those |
| two example "file" entries expect to find files named "init.sh" and "busybox" in |
| a directory called "initramfs", under the linux-2.6.* directory. See |
| Documentation/driver-api/early-userspace/early_userspace_support.rst for more details.) |
| |
| The kernel does not depend on external cpio tools. If you specify a |
| directory instead of a configuration file, the kernel's build infrastructure |
| creates a configuration file from that directory (usr/Makefile calls |
| usr/gen_initramfs.sh), and proceeds to package up that directory |
| using the config file (by feeding it to usr/gen_init_cpio, which is created |
| from usr/gen_init_cpio.c). The kernel's build-time cpio creation code is |
| entirely self-contained, and the kernel's boot-time extractor is also |
| (obviously) self-contained. |
| |
| The one thing you might need external cpio utilities installed for is creating |
| or extracting your own preprepared cpio files to feed to the kernel build |
| (instead of a config file or directory). |
| |
| The following command line can extract a cpio image (either by the above script |
| or by the kernel build) back into its component files:: |
| |
| cpio -i -d -H newc -F initramfs_data.cpio --no-absolute-filenames |
| |
| The following shell script can create a prebuilt cpio archive you can |
| use in place of the above config file:: |
| |
| #!/bin/sh |
| |
| # Copyright 2006 Rob Landley <rob@landley.net> and TimeSys Corporation. |
| # Licensed under GPL version 2 |
| |
| if [ $# -ne 2 ] |
| then |
| echo "usage: mkinitramfs directory imagename.cpio.gz" |
| exit 1 |
| fi |
| |
| if [ -d "$1" ] |
| then |
| echo "creating $2 from $1" |
| (cd "$1"; find . | cpio -o -H newc | gzip) > "$2" |
| else |
| echo "First argument must be a directory" |
| exit 1 |
| fi |
| |
| .. Note:: |
| |
| The cpio man page contains some bad advice that will break your initramfs |
| archive if you follow it. It says "A typical way to generate the list |
| of filenames is with the find command; you should give find the -depth |
| option to minimize problems with permissions on directories that are |
| unwritable or not searchable." Don't do this when creating |
| initramfs.cpio.gz images, it won't work. The Linux kernel cpio extractor |
| won't create files in a directory that doesn't exist, so the directory |
| entries must go before the files that go in those directories. |
| The above script gets them in the right order. |
| |
| External initramfs images: |
| -------------------------- |
| |
| If the kernel has initrd support enabled, an external cpio.gz archive can also |
| be passed into a 2.6 kernel in place of an initrd. In this case, the kernel |
| will autodetect the type (initramfs, not initrd) and extract the external cpio |
| archive into rootfs before trying to run /init. |
| |
| This has the memory efficiency advantages of initramfs (no ramdisk block |
| device) but the separate packaging of initrd (which is nice if you have |
| non-GPL code you'd like to run from initramfs, without conflating it with |
| the GPL licensed Linux kernel binary). |
| |
| It can also be used to supplement the kernel's built-in initramfs image. The |
| files in the external archive will overwrite any conflicting files in |
| the built-in initramfs archive. Some distributors also prefer to customize |
| a single kernel image with task-specific initramfs images, without recompiling. |
| |
| Contents of initramfs: |
| ---------------------- |
| |
| An initramfs archive is a complete self-contained root filesystem for Linux. |
| If you don't already understand what shared libraries, devices, and paths |
| you need to get a minimal root filesystem up and running, here are some |
| references: |
| |
| - https://www.tldp.org/HOWTO/Bootdisk-HOWTO/ |
| - https://www.tldp.org/HOWTO/From-PowerUp-To-Bash-Prompt-HOWTO.html |
| - http://www.linuxfromscratch.org/lfs/view/stable/ |
| |
| The "klibc" package (https://www.kernel.org/pub/linux/libs/klibc) is |
| designed to be a tiny C library to statically link early userspace |
| code against, along with some related utilities. It is BSD licensed. |
| |
| I use uClibc (https://www.uclibc.org) and busybox (https://www.busybox.net) |
| myself. These are LGPL and GPL, respectively. (A self-contained initramfs |
| package is planned for the busybox 1.3 release.) |
| |
| In theory you could use glibc, but that's not well suited for small embedded |
| uses like this. (A "hello world" program statically linked against glibc is |
| over 400k. With uClibc it's 7k. Also note that glibc dlopens libnss to do |
| name lookups, even when otherwise statically linked.) |
| |
| A good first step is to get initramfs to run a statically linked "hello world" |
| program as init, and test it under an emulator like qemu (www.qemu.org) or |
| User Mode Linux, like so:: |
| |
| cat > hello.c << EOF |
| #include <stdio.h> |
| #include <unistd.h> |
| |
| int main(int argc, char *argv[]) |
| { |
| printf("Hello world!\n"); |
| sleep(999999999); |
| } |
| EOF |
| gcc -static hello.c -o init |
| echo init | cpio -o -H newc | gzip > test.cpio.gz |
| # Testing external initramfs using the initrd loading mechanism. |
| qemu -kernel /boot/vmlinuz -initrd test.cpio.gz /dev/zero |
| |
| When debugging a normal root filesystem, it's nice to be able to boot with |
| "init=/bin/sh". The initramfs equivalent is "rdinit=/bin/sh", and it's |
| just as useful. |
| |
| Why cpio rather than tar? |
| ------------------------- |
| |
| This decision was made back in December, 2001. The discussion started here: |
| |
| http://www.uwsg.iu.edu/hypermail/linux/kernel/0112.2/1538.html |
| |
| And spawned a second thread (specifically on tar vs cpio), starting here: |
| |
| http://www.uwsg.iu.edu/hypermail/linux/kernel/0112.2/1587.html |
| |
| The quick and dirty summary version (which is no substitute for reading |
| the above threads) is: |
| |
| 1) cpio is a standard. It's decades old (from the AT&T days), and already |
| widely used on Linux (inside RPM, Red Hat's device driver disks). Here's |
| a Linux Journal article about it from 1996: |
| |
| http://www.linuxjournal.com/article/1213 |
| |
| It's not as popular as tar because the traditional cpio command line tools |
| require _truly_hideous_ command line arguments. But that says nothing |
| either way about the archive format, and there are alternative tools, |
| such as: |
| |
| http://freecode.com/projects/afio |
| |
| 2) The cpio archive format chosen by the kernel is simpler and cleaner (and |
| thus easier to create and parse) than any of the (literally dozens of) |
| various tar archive formats. The complete initramfs archive format is |
| explained in buffer-format.txt, created in usr/gen_init_cpio.c, and |
| extracted in init/initramfs.c. All three together come to less than 26k |
| total of human-readable text. |
| |
| 3) The GNU project standardizing on tar is approximately as relevant as |
| Windows standardizing on zip. Linux is not part of either, and is free |
| to make its own technical decisions. |
| |
| 4) Since this is a kernel internal format, it could easily have been |
| something brand new. The kernel provides its own tools to create and |
| extract this format anyway. Using an existing standard was preferable, |
| but not essential. |
| |
| 5) Al Viro made the decision (quote: "tar is ugly as hell and not going to be |
| supported on the kernel side"): |
| |
| http://www.uwsg.iu.edu/hypermail/linux/kernel/0112.2/1540.html |
| |
| explained his reasoning: |
| |
| - http://www.uwsg.iu.edu/hypermail/linux/kernel/0112.2/1550.html |
| - http://www.uwsg.iu.edu/hypermail/linux/kernel/0112.2/1638.html |
| |
| and, most importantly, designed and implemented the initramfs code. |
| |
| Future directions: |
| ------------------ |
| |
| Today (2.6.16), initramfs is always compiled in, but not always used. The |
| kernel falls back to legacy boot code that is reached only if initramfs does |
| not contain an /init program. The fallback is legacy code, there to ensure a |
| smooth transition and allowing early boot functionality to gradually move to |
| "early userspace" (I.E. initramfs). |
| |
| The move to early userspace is necessary because finding and mounting the real |
| root device is complex. Root partitions can span multiple devices (raid or |
| separate journal). They can be out on the network (requiring dhcp, setting a |
| specific MAC address, logging into a server, etc). They can live on removable |
| media, with dynamically allocated major/minor numbers and persistent naming |
| issues requiring a full udev implementation to sort out. They can be |
| compressed, encrypted, copy-on-write, loopback mounted, strangely partitioned, |
| and so on. |
| |
| This kind of complexity (which inevitably includes policy) is rightly handled |
| in userspace. Both klibc and busybox/uClibc are working on simple initramfs |
| packages to drop into a kernel build. |
| |
| The klibc package has now been accepted into Andrew Morton's 2.6.17-mm tree. |
| The kernel's current early boot code (partition detection, etc) will probably |
| be migrated into a default initramfs, automatically created and used by the |
| kernel build. |