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c3e270f4 1---
a0fadf66 2title: Boot Loader Specification
4cdca0af 3category: Booting
b41a3f66 4layout: default
0aff7b75 5SPDX-License-Identifier: LGPL-2.1-or-later
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FB
6---
7
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8# The Boot Loader Specification
9
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10This document defines a set of file formats and naming conventions that allow
11the boot loader configuration to be shared between multiple operating systems
12and boot loaders installed on one device.
13
14Operating systems cooperatively manage a boot loader configuration directory
15that contains drop-in files, making multi-boot scenarios easy to support. Boot
16menu items are defined via a simple format that can be understood by different
17boot loader implementations, operating systems, and userspace programs. The
18same scheme can be used to prepare OS media for cases where the firmware
19includes a boot loader.
20
21## Target audience
22
23The target audience for this specification is:
c3c5eeca 24
49d5e4d0 25* Boot loader developers, to write a boot loader that directly reads its
7bb36d2d 26 configuration from these files
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27* Firmware developers, to add generic boot loading support directly to the
28 firmware itself
7bb36d2d 29* OS installer developers, to create appropriate partitions and set up the
0f5a416c 30 initial boot loader configuration
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31* Distribution developers, to create appropriate configuration snippets when
32 installing or updating kernel packages
33* UI developers, to implement user interfaces that list and select among the
34 available boot options
c3c5eeca 35
7bb36d2d 36## The boot partition
c3c5eeca 37
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38Everything described below is located on one or two partitions. The boot loader
39or user-space programs reading the boot loader configuration should locate them
40in the following manner:
c3c5eeca 41
7bb36d2d 42* On disks with an MBR partition table:
c3c5eeca 43
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44 * The boot partition — partition with the type ID of 0xEA — shall be used
45 for boot loader configuration and entries.
c3c5eeca 46
04c31af4 47* On disks with GPT (GUID Partition Table)
7bb36d2d 48
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49 * The EFI System Partition (ESP for short) — a partition with GPT type GUID
50 of `c12a7328-f81f-11d2-ba4b-00a0c93ec93b` — should be used for boot loader
51 configuration and boot entries.
7bb36d2d 52
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53 * Optionally, an Extended Boot Loader Partition (XBOOTLDR partition for
54 short) — a partition with GPT type GUID of
55 `bc13c2ff-59e6-4262-a352-b275fd6f7172` — may be used as an additional
56 location for boot loader entries. This partition must be located on the
57 same disk as the ESP.
58
59In the text below, `$BOOT` will be used to refer to (the root of) the first of
60the two partitions (the boot partition on MBR disks and the ESP on GPT disks),
61and `$XBOOTLDR` will be used to refer to (the root of) the optional second
62partition.
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63
64An installer for the operating system should use this logic when selecting or
65creating partitions:
66
67 * If `$BOOT` is not found, a new suitably sized partition (let's say 500MB)
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68 should be created, matching the characteristics described above. On disks
69 with GPT, only the ESP partition without the XBOOTLDR partition should be
70 created.
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71
72 * If the OS is installed on a disk with GPT and the ESP partition is found
73 but is too small, a new suitably sized (let's say 500MB) XBOOTLDR partition
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74 shall be created.
75
76Those file systems shall be determined during _installation time_, and an fstab
77entry may be created. If only one partition is used, it should be mounted on
78`/boot/`. If both XBOOTLDR partition and the ESP are used, they should be
79mounted on `/boot` and `/efi`, or on `/boot` and `/boot/efi`.
80
81**Note:** _Those file systems are **shared** among all OS installations on the
82system. Instead of maintaining one boot partition per installed OS (as `/boot/`
83was traditionally handled), all installed OSes use the same place for boot-time
7bb36d2d 84configuration._
c3c5eeca 85
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86For systems where the firmware is able to read file systems directly, the ESP
87must — and the XBOOTLDR partition should — be a file system readable by the
88firmware. For most systems this means VFAT (16 or 32 bit). Applications
89accessing both partitions should hence not assume that fancier file system
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90features such as symlinks, hardlinks, access control or case sensitivity are
91supported.
92
93## Boot loader entries
c3c5eeca 94
084a8029 95This specification defines two types of boot loader entries. The first type is
7bb36d2d 96text based, very simple, and suitable for a variety of firmware, architecture
084a8029 97and image types ("Type #1"). The second type is specific to EFI, but allows
b2454670 98single-file images that embed all metadata in the kernel binary itself, which
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99is useful to cryptographically sign them as one file for the purpose of
100SecureBoot ("Type #2").
101
102Not all boot loader entries will apply to all systems. For example, Type #1
103entries that use the `efi` key and all Type #2 entries only apply to EFI
104systems. Entries using the `architecture` key might specify an architecture that
105doesn't match the local one. Boot loaders should ignore all entries that don't
106match the local platform and what the boot loader can support, and hide them
107from the user. Only entries matching the feature set of boot loader and system
108shall be considered and displayed. This allows image builders to put together
109images that transparently support multiple different architectures.
110
53c26db4 111Note that the boot partitions are not supposed to be the exclusive territory of
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112this specification. This specification only defines semantics of the `/loader/`
113directory inside the file system (see below), but it doesn't intend to define
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114ownership of the whole file system. Boot loaders, firmware, and other software
115implementing this specification may choose to place other files and directories
116in the same file system. For example, boot loaders that implement this
117specification might install their own boot code on the same partition; this is
118particularly common in the case of the ESP. Implementations of this specification
119must be able to operate correctly if files or directories other than `/loader/`
120are found in the top level directory. Implementations that add their own files
121or directories to the file systems should use well-named directories, to make
122name collisions between multiple users of the file system unlikely.
8384ed93 123
084a8029 124### Type #1 Boot Loader Specification Entries
5be7bfbc 125
53c26db4 126`$ESP/loader/` is the main directory containing the configuration for the boot
0f5a416c 127loader.
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128
129**Note:** _In all cases the `/loader/` directory should be located directly in
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130the root of the file system. Specifically, the `/loader/` directory should
131**not** be located under the `/EFI/` subdirectory on the ESP._
5be7bfbc 132
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133`$BOOT/loader/entries/` and `$XBOOTLDR/loader/entries/` are the directories
134containing the drop-in snippets defining boot entries, one `.conf` file for
135each boot menu item. Each OS may provide one or more such entries. The boot
136loader should enumerate both directories and provide a merged list.
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137
138The file name is used for identification of the boot item but shall never be
139presented to the user in the UI. The file name may be chosen freely but should
140be unique enough to avoid clashes between OS installations. More specifically,
141it is suggested to include the `entry-token` (see
142[kernel-install](https://www.freedesktop.org/software/systemd/man/kernel-install.html))
143or machine ID (see
144[/etc/machine-id](https://www.freedesktop.org/software/systemd/man/machine-id.html)),
145and the kernel version (as returned by `uname -r`, including the OS
146identifier), so that the whole filename is
147`$BOOT/loader/entries/<entry-token-or-machine-id>-<version>.conf`.
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148
149Example: `$BOOT/loader/entries/6a9857a393724b7a981ebb5b8495b9ea-3.8.0-2.fc19.x86_64.conf`.
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150
151In order to maximize compatibility with file system implementations and
152restricted boot loader environments, and to minimize conflicting character use
49d5e4d0 153with other programs, file names shall be chosen from a restricted character
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154set: ASCII upper and lower case characters, digits, "+", "-", "_" and ".".
155Also, the file names should have a length of at least one and at most 255
156characters (including the file name suffix).
157
158These configuration snippets shall be UNIX-style text files (i.e. lines
159separated by a single newline character), in the UTF-8 encoding. The
160configuration snippets are loosely inspired by Grub1's configuration syntax.
161Lines beginning with "#" are used for comments and shall be ignored. The first
162word of a line is used as key and is separated by one or more spaces from the
163value.
164
165#### Type #1 Boot Loader Entry Keys
166
167The following keys are recognized:
168
169* `title` is a human-readable title for this menu item to be displayed in the
170 boot menu. It is a good idea to initialize this from the `PRETTY_NAME=` of
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171 [os-release](https://www.freedesktop.org/software/systemd/man/os-release.html).
172 This name should be descriptive and does not have to be unique. If a boot
173 loader discovers two entries with the same title it should show more than
174 just the raw title in the UI, for example by appending the `version`
175 field. This field is optional.
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176
177 Example: `title Fedora 18 (Spherical Cow)`
178
179* `version` is a human-readable version for this menu item. This is usually the
180 kernel version and is intended for use by OSes to install multiple kernel
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181 versions with the same `title` field. This field is used for sorting entries,
182 so that the boot loader can order entries by age or select the newest one
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183 automatically. This field is optional.
184
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185 See [Sorting](#sorting) below.
186
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187 Example: `version 3.7.2-201.fc18.x86_64`
188
189* `machine-id` is the machine ID of the OS. This can be used by boot loaders
190 and applications to filter out boot entries, for example to show only a
191 single newest kernel per OS, to group items by OS, or to filter out the
192 currently booted OS when showing only other installed operating systems.
193 This ID shall be formatted as 32 lower case hexadecimal characters
194 (i.e. without any UUID formatting). This key is optional.
195
196 Example: `machine-id 4098b3f648d74c13b1f04ccfba7798e8`
197
198* `sort-key` is a short string used for sorting entries on display. This should
199 typically be initialized from the `IMAGE_ID=` or `ID=` fields of
14bacc74 200 [os-release](https://www.freedesktop.org/software/systemd/man/os-release.html),
2367bdcf 201 possibly with an additional suffix. This field is optional.
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202
203 Example: `sort-key fedora`
204
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205* `linux` is the Linux kernel to spawn and as a path relative to file system
206 root. It is recommended that every distribution creates a machine id and
207 version specific subdirectory and places its kernels and initial RAM disk
208 images there.
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209
210 Example: `linux /6a9857a393724b7a981ebb5b8495b9ea/3.8.0-2.fc19.x86_64/linux`
211
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212* `initrd` is the initrd to use when executing the kernel. This key is
213 optional. This key may appear more than once in which case all specified
214 images are used, in the order they are listed.
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215
216 Example: `initrd 6a9857a393724b7a981ebb5b8495b9ea/3.8.0-2.fc19.x86_64/initrd`
217
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218* `efi` refers to an arbitrary EFI program. If this key is set, and the system
219 is not an EFI system, this entry should be hidden.
7bb36d2d 220
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221* `options` shall contain kernel parameters to pass to the Linux kernel to
222 spawn. This key is optional and may appear more than once in which case all
223 specified parameters are used in the order they are listed.
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224
225 Example: `options root=UUID=6d3376e4-fc93-4509-95ec-a21d68011da2 quiet`
226
c3c5eeca 227* `devicetree` refers to the binary device tree to use when executing the
53c26db4 228 kernel. This key is optional.
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229
230 Example: `devicetree 6a9857a393724b7a981ebb5b8495b9ea/3.8.0-2.fc19.armv7hl/tegra20-paz00.dtb`
231
09ee387e 232* `devicetree-overlay` refers to a list of device tree overlays that should be
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233 applied by the boot loader. Multiple overlays are separated by spaces and
234 applied in the same order as they are listed. This key is optional but
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235 depends on the `devicetree` key.
236
237 Example: `devicetree-overlay /6a9857a393724b7a981ebb5b8495b9ea/overlays/overlay_A.dtbo /6a9857a393724b7a981ebb5b8495b9ea/overlays/overlay_B.dtbo`
238
239* `architecture` refers to the architecture this entry is for. The argument
240 should be an architecture identifier, using the architecture vocabulary
241 defined by the EFI specification (i.e. `IA32`, `x64`, `IA64`, `ARM`, `AA64`,
242 …). If specified and it does not match the local system architecture this
243 entry should be hidden. The comparison should be done case-insensitively.
244
245 Example: `architecture aa64`
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246
247Each configuration drop-in snippet must include at least a `linux` or an `efi`
7bb36d2d 248key. Here is an example for a complete drop-in file:
c3c5eeca 249
6e6b351b 250 # /boot/loader/entries/6a9857a393724b7a981ebb5b8495b9ea-3.8.0-2.fc19.x86_64.conf
bdc4c7ac 251 title Fedora 19 (Rawhide)
10119357 252 sort-key fedora
bdc4c7ac 253 machine-id 6a9857a393724b7a981ebb5b8495b9ea
10119357 254 version 3.8.0-2.fc19.x86_64
7bb36d2d 255 options root=UUID=6d3376e4-fc93-4509-95ec-a21d68011da2 quiet
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256 architecture x64
257 linux /6a9857a393724b7a981ebb5b8495b9ea/3.8.0-2.fc19.x86_64/linux
258 initrd /6a9857a393724b7a981ebb5b8495b9ea/3.8.0-2.fc19.x86_64/initrd
c3c5eeca 259
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260On EFI systems all Linux kernel images should be EFI images. In order to
261increase compatibility with EFI systems it is highly recommended only to
262install EFI kernel images, even on non-EFI systems, if that's applicable and
263supported on the specific architecture.
264
265Conversely, in order to increase compatibility it is recommended to install
266generic kernel images that make few assumptions about the firmware they run on,
267i.e. it is a good idea that both images shipped as UEFI PE images and those
268which are not don't make unnecessary assumption on the underlying firmware,
269i.e. don't hard depend on legacy BIOS calls or UEFI boot services.
c3c5eeca 270
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271When Type #1 configuration snippets refer to other files (for `linux`,
272`initrd`, `efi`, `devicetree`, and `devicetree-overlay`), those files must be
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273located on the same partition, and the paths must be absolute paths relative to
274the root of that file system. The naming of those files can be chosen by the
275installer. A recommended scheme is described in the next section.
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276
277### Recommended Directory Layout for Additional Files
278
f79f6856 279It is recommended to place the kernel and other other files comprising a single
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280boot loader entry in a separate directory:
281`/<entry-token-or-machine-id>/<version>/`. This naming scheme uses the same
282elements as the boot loader configuration snippet, providing the same level of
283uniqueness.
284
285Example: `$BOOT/6a9857a393724b7a981ebb5b8495b9ea/3.8.0-2.fc19.x86_64/linux`
286 `$BOOT/6a9857a393724b7a981ebb5b8495b9ea/3.8.0-2.fc19.x86_64/initrd`
287
288Other naming schemes are possible. In particular, traditionally a flat naming
289scheme with files in the root directory was used. This is not recommended
290because it is hard to avoid conflicts in a multi-boot installation.
c3c5eeca 291
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292### Standard-conformance Marker File
293
f6ad0282 294Unfortunately, there are implementations of boot loading infrastructure that
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295are also using the `/loader/entries/` directory, but installing files that do
296not follow this specification. In order to minimize confusion, a boot loader
297implementation may place the file `/loader/entries.srel` next to the
298`/loader/entries/` directory containing the ASCII string `type1` (followed by a
299UNIX newline). Tools that need to determine whether an existing directory
300implements the semantics described here may check for this file and contents:
301if it exists and contains the mentioned string, it shall assume a
302standards-compliant implementation is in place. If it exists but contains a
303different string it shall assume other semantics are implemented. If the file
304does not exist, no assumptions should be made.
f6ad0282 305
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306### Type #2 EFI Unified Kernel Images
307
308A unified kernel image is a single EFI PE executable combining an EFI stub
309loader, a kernel image, an initramfs image, and the kernel command line. See
310the description of the `--uefi` option in
e2285c57 311[dracut(8)](https://man7.org/linux/man-pages/man8/dracut.8.html). Such unified
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312images are installed in the`$BOOT/EFI/Linux/` and `$XBOOTLDR/EFI/Linux/`
313directories and must have the extension `.efi`.
314Support for images of this type is of course specific to systems with EFI
315firmware. Ignore this section if you work on systems not supporting EFI.
5be7bfbc 316
d9067aba 317Type #2 file names should be chosen from the same restricted character set as
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318Type #1 described above (but with the file name suffix of `.efi` instead of
319`.conf`).
d9067aba 320
084a8029 321Images of this type have the advantage that all metadata and payload that makes
7bb36d2d 322up the boot entry is contained in a single PE file that can be signed
084a8029 323cryptographically as one for the purpose of EFI SecureBoot.
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324
325A valid unified kernel image must contain two PE sections:
326
7bb36d2d 327* `.cmdline` section with the kernel command line,
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328* `.osrel` section with an embedded copy of the
329 [os-release](https://www.freedesktop.org/software/systemd/man/os-release.html)
7bb36d2d 330 file describing the image.
889cb0ab 331
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332The `PRETTY_NAME=` and `VERSION_ID=` fields in the embedded `os-release` file
333are used the same as `title` and `version` in the Type #1 entries. The
334`.cmdline` section is used instead of the `options` field. `linux` and `initrd`
335fields are not necessary, and there is no counterpart for the `machine-id`
336field.
5be7bfbc 337
084a8029 338On EFI, any such images shall be added to the list of valid boot entries.
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339
340### Additional notes
341
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342Note that these configurations snippets do not need to be the only
343configuration source for a boot loader. It may extend this list of entries with
344additional items from other configuration files (for example its own native
345configuration files) or automatically detected other entries without explicit
346configuration.
5be7bfbc 347
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348To make this explicitly clear: this specification is designed with "free"
349operating systems in mind, starting Windows or macOS is out of focus with these
350configuration snippets, use boot-loader specific solutions for that. In the
351text above, if we say "OS" we hence imply "free", i.e. primarily Linux (though
352this could be easily be extended to the BSDs and whatnot).
c3c5eeca 353
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354Note that all paths used in the configuration snippets use a Unix-style "/" as
355path separator. This needs to be converted to an EFI-style "\\" separator in
356EFI boot loaders.
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357
358
7bb36d2d 359## Locating boot entries
c3c5eeca 360
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361A _boot loader_ locates `$BOOT` and `$XBOOTLDR`, then simply reads all the
362files `$BOOT/loader/entries/*.conf` and `$XBOOTLDR/loader/entries/*.conf`, and
363populates its boot menu. On EFI, it then extends this with any unified kernel
364images found in `$BOOT/EFI/Linux/*.efi` and `$XBOOTLDR/EFI/Linux/*.efi`. It may
365also add additional entries, for example a "Reboot into firmware" option.
366Optionally it may sort the menu based on the `sort-key`, `machine-id` and
367`version` fields, and possibly others. It uses the file name to identify
368specific items, for example in case it supports storing away default entry
369information somewhere. A boot loader should generally not modify these files.
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370
371For "Boot Loader Specification Entries" (Type #1), the _kernel package
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372installer_ installs the kernel and initrd images to `$XBOOTLDR` (if used) or
373`$BOOT`. It is recommended to place these files in a vendor and OS and
374installation specific directory. It then generates a configuration snippet,
375placing it in `$BOOT/loader/entries/xyz.conf`, with "xyz" as concatenation of
376machine id and version information (see above). The files created by a kernel
377package are tied to the kernel package and should be removed along with it.
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378
379For "EFI Unified Kernel Images" (Type #2), the vendor or kernel package
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380installer should create the combined image and drop it into
381`$BOOT/EFI/Linux/`. This file is also tied to the kernel package and should be
382removed along with it.
c3c5eeca 383
49d5e4d0 384A _UI application_ intended to show available boot options shall operate
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385similarly to a boot loader, but might apply additional filters, for example by
386filtering the booted OS via the machine ID, or by suppressing all but the
49d5e4d0 387newest kernel versions.
c3c5eeca 388
49d5e4d0 389An _OS installer_ picks the right place for `$BOOT` as defined above (possibly
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390creating a partition and file system for it) and creates the `/loader/entries/`
391directory in it. It then installs an appropriate boot loader that can read
392these snippets. Finally, it installs one or more kernel packages.
393
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394## Boot counting
395
396The main idea is that when boot entries are initially installed, they are
397marked as "indeterminate" and assigned a number of boot attempts. Each time the
398boot loader tries to boot an entry, it decreases this count by one. If the
399operating system considers the boot as successful, it removes the counter
400altogether and the entry becomes "good". Otherwise, once the assigned number of
401boots is exhausted, the entry is marked as "bad".
402
403Which boots are "successful" is determined by the operating system. systemd
404provides a generic mechanism that can be extended with arbitrary checks and
74223cbe 405actions, see [Automatic Boot Assessment](AUTOMATIC_BOOT_ASSESSMENT.md), but the
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406boot counting mechanism described in this specifaction can also be used with
407other implementations.
408
409The boot counting data is stored in the name of the boot loader entry. A boot
410loader entry file name may contain a plus (`+`) followed by a number. This may
411optionally be followed by a minus (`-`) followed by a second number. The dot
412(`.`) and file name suffix (`conf` of `efi`) must immediately follow. Boot
413counting is enabled for entries which match this pattern.
414
415The first number is the "tries left" counter signifying how many attempts to boot
416this entry shall still be made. The second number is the "tries done" counter,
417showing how many failed attempts to boot it have already been made. Each time
418a boot loader entry marked this way is booted, the first counter is decremented,
419and the second one incremented. (If the second counter is missing,
420then it is assumed to be equivalent to zero.) If the "tries left" counter is
421above zero the entry is still considered "indeterminate". A boot entry with the
422"tries left" counter at zero is considered "bad".
423
424If the boot attempt completed successfully the entry's counters are removed
425from the name (entry state becomes "good"), thus turning off boot counting for
426this entry.
427
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428## Sorting
429
430The boot loader menu should generally show entries in some order meaningful to
431the user. The `title` key is free-form and not suitable to be used as the
432primary sorting key. Instead, the boot loader should use the following rules:
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433
4341. Entries which are subject to boot counting and are marked as "bad", should
435 be sorted later than all other entries. Entries which are marked as
436 "indeterminate" or "good" (or were not subject to boot counting at all),
437 are thus sorted earlier.
438
4392. If `sort-key` is set on both entries, use in order of priority,
440 the `sort-key` (A-Z, increasing [alphanumerical order](#alphanumerical-order)),
441 `machine-id` (A-Z, increasing alphanumerical order),
442 and `version` keys (decreasing [version order](#version-order)).
443
4443. If `sort-key` is set on one entry, it sorts earlier.
445
4464. At the end, if necessary, when `sort-key` is not set or those fields are not
447 set or are all equal, the boot loader should sort using the file name of the
448 entry (decreasing version sort), with the suffix removed.
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449
450**Note:** _This description assumes that the boot loader shows entries in a
451traditional menu, with newest and "best" entries at the top, thus entries with
452a higher version number are sorter *earlier*. The boot loader is free to
453use a different direction (or none at all) during display._
454
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455**Note:** _The boot loader should allow booting "bad" entries, e.g. in case no
456other entries are left or they are unusable for other reasons. It may
457deemphasize or hide such entries by default._
458
459**Note:** _"Bad" boot entries have a suffix of "+0-`n`", where `n` is the
460number of failed boot attempts. Removal of the suffix is not necessary for
461comparisons described by the last point above. In the unlikely scenario that we
462have multiple such boot entries that differ only by the boot counting data, we
463would sort them by `n`._
464
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465### Alphanumerical order
466
467Free-form strings and machine IDs should be compared using a method equivalent
468to [strcmp(3)](https://man7.org/linux/man-pages/man3/strcmp.3.html) on their
f79f6856 469UTF-8 representations. If just one of the strings is unspecified or empty, it
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470compares lower. If both strings are unspecified or empty, they compare equal.
471
472### Version order
473
474The following method should be used to compare version strings. The algorithm
475is based on rpm's `rpmvercmp()`, but not identical.
476
477ASCII letters (`a-z`, `A-Z`) and digits (`0-9`) form alphanumerical components of the version.
478Minus (`-`) separates the version and release parts.
479Dot (`.`) separates parts of version or release.
480Tilde (`~`) is a prefix that always compares lower.
481Caret (`^`) is a prefix that always compares higher.
482
483Both strings are compared from the beginning until the end, or until the
484strings are found to compare as different. In a loop:
4851. Any characters which are outside of the set of listed above (`a-z`, `A-Z`, `0-9`, `-`, `.`, `~`, `^`)
486 are skipped in both strings. In particular, this means that non-ASCII characters
487 that are Unicode digits or letters are skipped too.
4882. If one of the strings has ended: if the other string hasn't, the string that
489 has remaining characters compares higher. Otherwise, the strings compare
490 equal.
4913. If the remaining part of one of strings starts with `~`:
492 if other remaining part does not start with `~`,
493 the string with `~` compares lower. Otherwise, both tilde characters are skipped.
4944. The check from point 2. is repeated here.
4955. If the remaining part of one of strings starts with `-`:
496 if the other remaining part does not start with `-`,
497 the string with `-` compares lower. Otherwise, both minus characters are skipped.
4986. If the remaining part of one of strings starts with `^`:
499 if the other remaining part does not start with `^`,
500 the string with `^` compares higher. Otherwise, both caret characters are skipped.
5016. If the remaining part of one of strings starts with `.`:
502 if the other remaining part does not start with `.`,
503 the string with `.` compares lower. Otherwise, both dot characters are skipped.
5047. If either of the remaining parts starts with a digit, numerical prefixes are
505 compared numerically. Any leading zeroes are skipped.
506 The numerical prefixes (until the first non-digit character) are evaluated as numbers.
507 If one of the prefixes is empty, it evaluates as 0.
508 If the numbers are different, the string with the bigger number compares higher.
509 Otherwise, the comparison continues at the following characters at point 1.
5108. Leading alphabetical prefixes are compared alphabetically.
511 The substrings are compared letter-by-letter.
512 If both letters are the same, the comparison continues with the next letter.
513 Capital letters compare lower than lower-case letters (`A < a`).
514 When the end of one substring has been reached (a non-letter character or the end
515 of the whole string), if the other substring has remaining letters, it compares higher.
516 Otherwise, the comparison continues at the following characters at point 1.
517
518Examples (with '' meaning the empty string):
519
520* `11 == 11`
521* `systemd-123 == systemd-123`
522* `bar-123 < foo-123`
523* `123a > 123`
524* `123.a > 123`
525* `123.a < 123.b`
526* `123a > 123.a`
527* `11α == 11β`
528* `A < a`
529* '' < `0`
530* `0.` > `0`
531* `0.0` > `0`
532* `0` < `~`
533* '' < `~`
534
535Note: [systemd-analyze](https://www.freedesktop.org/software/systemd/man/systemd-analyze.html)
536implements this version comparison algorithm as
537```
538systemd-analyze compare-versions <version-a> <version-b>
539```
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540
541## Additional discussion
542
543### Why is there a need for this specification?
544
545This specification brings the following advantages:
546
547* Installation of new boot entries is more robust, as no explicit rewriting of
548 configuration files is required.
549
550* It allows an out-of-the-box boot experience on any platform without the need
551 of traditional firmware mechanisms (e.g. BIOS calls, UEFI Boot Services).
552
553* It improves dual-boot scenarios. Without cooperation, multiple Linux
554 installations tend to fight over which boot loader becomes the primary one in
555 possession of the MBR or the boot partition, and only that one installation
556 can then update the boot loader configuration. Other Linux installs have to
557 be manually configured to never touch the MBR and instead install a
558 chain-loaded boot loader in their own partition headers. In this new scheme
559 all installations share a loader directory and no manual configuration has to
560 take place. All participants implicitly cooperate due to removal of name
561 collisions and can install/remove their own boot menu entries without
562 interfering with the entries of other installed operating systems.
563
564* Drop-in directories are now pretty ubiquitous on Linux as an easy way to
565 extend configuration without having to edit, regenerate or manipulate
566 configuration files. For the sake of uniformity, we should do the same for
567 the boot menu.
568
569* Userspace code can sanely parse boot loader configuration which is essential
570 with modern firmware which does not necessarily initialize USB keyboards
571 during boot, which makes boot menus hard to reach for the user. If userspace
572 code can parse the boot loader configuration too, UI can be written that
573 select a boot menu item to boot into before rebooting the machine, thus not
574 requiring interactivity during early boot.
575
576* To unify and thus simplify configuration of the various boot loaders, which
577 makes configuration of the boot loading process easier for users,
578 administrators, and developers alike.
579
580* For boot loaders with configuration _scripts_ such as grub2, adopting this
581 spec allows for mostly static scripts that are generated only once at first
582 installation, but then do not need to be updated anymore as that is done via
583 drop-in files exclusively.
584
585### Why not simply rely on the EFI boot menu logic?
c3c5eeca 586
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587EFI is not ubiquitous, especially not in embedded systems. But even on systems
588with EFI, which provides a boot options logic that can offer similar
f79f6856 589functionality, this specification is still needed for the following reasons:
c3c5eeca 590
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591* The various EFI implementations implement the boot order/boot item logic to
592 different levels. Some firmware implementations do not offer a boot menu at
593 all and instead unconditionally follow the EFI boot order, booting the first
594 item that is working.
595
596* If the firmware setup is used to reset data, usually all EFI boot entries
597 are lost, making the system entirely unbootable, as the firmware setups
598 generally do not offer a UI to define additional boot items. By placing the
599 menu item information on disk, it is always available, even if the firmware
600 configuration is lost.
601
602* Harddisk images should be movable between machines and be bootable without
f79f6856 603 requiring firmware configuration. This also requires that the list
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604 of boot options is defined on disk, and not in EFI variables alone.
605
606* EFI is not universal yet (especially on non-x86 platforms), this
607 specification is useful both for EFI and non-EFI boot loaders.
608
609* Many EFI systems disable USB support during early boot to optimize boot
610 times, thus making keyboard input unavailable in the EFI menu. It is thus
611 useful if the OS UI has a standardized way to discover available boot options
612 which can be booted to.
613
f79f6856 614### Why is the version comparison logic so complicated?
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615
616The `sort-key` allows us to group entries by "operating system", e.g. all
617versions of Fedora together, no matter if they identify themselves as "Fedora
618Workstation" or "Fedora Rawhide (prerelease)". The `sort-key` was introduced
619only recently, so we need to provide a meaningful order for entries both with
620and without it. Since it is a new concept, it is assumed that entries with
621`sort-key` are newer.
622
623In a traditional menu with entries displayed vertically, we want names to be
624sorter alpabetically (CentOS, Debian, Fedora, OpenSUSE, …), it would be strange
625to have them in reverse order. But when multiple kernels are available for the
626same installation, we want to display the latest kernel with highest priority,
627i.e. earlier in the list.
628
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629### Why do you use file renames to store the counter? Why not a regular file?
630
631Mainly two reasons: it's relatively likely that renames can be implemented
632atomically even in simpler file systems, as renaming generally avoids
633allocating or releasing data blocks. Writing to file contents has a much bigger
634chance to be result in incomplete or corrupt data. Moreover renaming has the
635benefit that the boot count metadata is directly attached to the boot loader
636entry file, and thus the lifecycle of the metadata and the entry itself are
637bound together. This means no additional clean-up needs to take place to drop
638the boot loader counting information for an entry when it is removed.
639
640### Why not use EFI variables for storing the boot counter?
641
642The memory chips used to back the persistent EFI variables are generally not of
643the highest quality, hence shouldn't be written to more than necessary. This
644means we can't really use it for changes made regularly during boot, but should
645use it only for seldom-made configuration changes.
646
7bb36d2d 647### Out of Focus
c3c5eeca 648
7957e55d 649There are a couple of items that are out of focus for this specification:
c3c5eeca 650
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651* If userspace can figure out the available boot options, then this is only
652 useful so much: we'd still need to come up with a way how userspace could
653 communicate to the boot loader the default boot loader entry temporarily or
654 persistently. Defining a common scheme for this is certainly a good idea, but
655 out of focus for this specification.
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657* This specification is just about "Free" Operating systems. Hooking in other
658 operating systems (like Windows and macOS) into the boot menu is a different
659 story and should probably happen outside of this specification. For example,
660 boot loaders might choose to detect other available OSes dynamically at
661 runtime without explicit configuration (like `systemd-boot` does it), or via
662 native configuration (for example via explicit Grub2 configuration generated
663 once at installation).
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665* This specification leaves undefined what to do about systems which are
666 upgraded from an OS that does not implement this specification. As the
667 previous boot loader logic was largely handled by in distribution-specific
668 ways we probably should leave the upgrade path (and whether there actually is
669 one) to the distributions. The simplest solution might be to simply continue
670 with the old scheme for old installations and use this new scheme only for
671 new installations.
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673* Referencing kernels or initrds on other partitions other than the partition
674 containing the Type #1 boot loader entry. This is by design, as specifying
675 other partitions or devices would require a non-trivial language for denoting
676 device paths. In particular this means that on non-EFI systems configuration
677 snippets following this specification cannot be used to spawn other operating
678 systems (such as Windows).
679
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680
681## Links
682
b0cda241 683[GUID Partition Table](https://en.wikipedia.org/wiki/GUID_Partition_Table)<br>
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684[Boot Loader Interface](BOOT_LOADER_INTERFACE.md)<br>
685[Discoverable Partitions Specification](DISCOVERABLE_PARTITIONS.md)<br>
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686[`systemd-boot(7)`](https://www.freedesktop.org/software/systemd/man/systemd-boot.html)<br>
687[`bootctl(1)`](https://www.freedesktop.org/software/systemd/man/bootctl.html)<br>
688[`systemd-gpt-auto-generator(8)`](https://www.freedesktop.org/software/systemd/man/systemd-gpt-auto-generator.html)