File: netboot.tex

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%
% Copyright (c) 1998, 1999 University of Utah and the Flux Group.
% All rights reserved.
% 
% The University of Utah grants you the right to copy and reproduce this
% document or portions thereof for academic, research, evaluation, and
% personal use only, provided that (1) the title page appears prominently,
% and (2) these copyright and permission notices are retained in all copies.
% To arrange for alternate terms, contact the University of Utah at
% csl-dist@cs.utah.edu or +1-801-585-3271.
%
\label{netboot}

\section{Introduction}

NetBoot is a small MultiBoot-compliant operating system,
and example of \oskit{} use, that provides one service:
fast booting of other MultiBoot-compliant operating systems
across the network while
itself remaining resident in order to regain control after
the target OS exits.   This avoids going back to the
BIOS to boot the next kernel and allows a reboot cycle that
is often an order of magnitude faster than normal.

When NetBoot is booted it prompts for the name of an OS
to fetch and boot.
The booted OS is passed a special command line flag indicating a
return address that it can use to return control back to NetBoot
upon exiting.
Therefore NetBoot could be thought of as a crude batch-processing
operating system.

NetBoot is intended to be used as a kernel development tool,
not as a mechanism for implementing diskless workstations,
although it can conceivably be used either way.

\textbf{Note:} the netboot described here is not to be
confused with the FreeBSD netboot EPROM code of the same name.
They share some code but perform different functions.

\section{Implementation Issues and Requirements}

NetBoot is built as a MultiBoot-compliant operating system;
therefore to boot it with LILO or the BSD boot program,
an appropriate image must be made with
\texttt{mklinuximage} or \texttt{mkbsdimage},
respectively (see Section~\ref{booting}).

NetBoot boots MultiBoot-compliant operating systems such
as the example programs that come with the \oskit{}.
If the desired OS to boot needs MultiBoot boot-modules,
they and the OS can be combined into one MultiBoot image via the
\texttt{mkmbimage} script, or the faster \texttt{mkmb2} script,
included with the \oskit{}.

NetBoot requires a BOOTP server to be running on the local network
in order to obtain the IP address, gateway address, netmask, and hostname
of the host it runs on.
If no BOOTP server responds when NetBoot is booted,
it will ask to retry or exit.

The files that NetBoot fetches and boots must reside in a directory
that is NFS exported to the host running NetBoot.
In the future, NetBoot may support other protocols such as TFTP.

The OS that NetBoot installs will not know about all memory on the machine.
This is because NetBoot stashes itself and some other things
at the top of memory and then lies to the booted OS about where the top is.
This is to allow the booted OS to return control to NetBoot upon exit;
avoiding the time-consuming process of rebooting the machine.
There is currently no way to disable this feature.

\section{Using NetBoot}

When NetBoot is booted it will print something like the following:
\begin{quote}
\texttt{NetBoot metakernel v2.4}\\
\textsl{\ldots{}various startup output, driver probes, etc\ldots{}}\\
\texttt{Type "help" for help.}\\
\\
\texttt{NetBoot> _}
\end{quote}
At the \texttt{NetBoot>} prompt one can boot another OS,
get help,
or quit.

\subsection{Booting Another OS}

If NetBoot is given a pseudo URL-style name at the prompt it will fetch
that file and boot it.

The format of the name is as follows:
\begin{quote}
        \textsl{hostname}:\textsl{path} [\textsl{args}]
\end{quote}
Where:
\begin{description}
        \item[\textsl{hostname}] is either an IP-address or a name of
          a host from which to get the OS.
          Currently the hostname lookup is fake and depends on
          hardwired names in the NetBoot code.
          The \oskit{} includes resolver code but that code depends
          on the \oskit{} BSD socket package,
          which NetBoot currently does not use.
        \item[\textsl{path}] is the path to the desired OS.
          This directory must be NFS-exported to the machine
          running NetBoot or the fetch will fail.
        \item[\textsl{args}] are optional command line arguments to
          pass to the booted kernel.

          Two args, \texttt{-h} and \texttt{-f}, are handled as toggles.
          These args are checked for by the default \oskit{} console startup
          code and determine if the serial console will be used (\texttt{-h})
          and if it runs at 115200 baud (\texttt{-f}).
          Therefore, if NetBoot was booted with either of these args it
          will pass them to the booted OS,
          assuming it wants to use the same console.
          However, the OS to fetch may be specified with either of these
          args and they will be removed from the default argument list.

          Another arg is placed in the booted OS's argument string
          before booting.
          NetBoot passes a flag of the form
          ``\texttt{-retaddr} \textsl{hex}''
          to the booted OS so it can return to this address if it wants
          to return control to NetBoot.
          This is normally done by the booted OS's \texttt{_exit} routine.
\end{description}

\subsection{Getting Help}

Typing ``help'' at the NetBoot prompt will give some basic usage help.

\subsection{Quitting}

Typing ``quit'' or ``exit'' at the NetBoot prompt will make NetBoot exit.