xref: /freebsd/usr.sbin/bsdinstall/bsdinstall.8 (revision 8881d206f4e68b564c2c5f50fc717086fc3e827a)
1.\"-
2.\" Copyright (c) 2011-2013 Nathan Whitehorn <nwhitehorn@FreeBSD.org> All rights reserved.
3.\" Copyright (c) 2018 Roberto Fernandez Cueto <roberfern@gmail.com>
4.\"
5.\" Redistribution and use in source and binary forms, with or without
6.\" modification, are permitted provided that the following conditions
7.\" are met:
8.\" 1. Redistributions of source code must retain the above copyright
9.\"    notice, this list of conditions and the following disclaimer.
10.\" 2. Redistributions in binary form must reproduce the above copyright
11.\"    notice, this list of conditions and the following disclaimer in the
12.\"    documentation and/or other materials provided with the distribution.
13.\"
14.\" THIS SOFTWARE IS PROVIDED BY THE AUTHOR ``AS IS'' AND ANY EXPRESS OR
15.\" IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED
16.\" WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE
17.\" DISCLAIMED.  IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY DIRECT,
18.\" INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES
19.\" (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR
20.\" SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION)
21.\" HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT,
22.\" STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN
23.\" ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE
24.\" POSSIBILITY OF SUCH DAMAGE.
25.\"
26.\" $FreeBSD$
27.\"
28.Dd March 26, 2021
29.Dt BSDINSTALL 8
30.Os
31.Sh NAME
32.Nm bsdinstall
33.Nd system installer
34.Sh SYNOPSIS
35.Nm
36.Op Ar options
37.Op Ar target
38.Op Ar ...
39.Sh DESCRIPTION
40.Nm
41is used for installation of new systems, both for system setup from
42installation media, e.g., CD-ROMs, and for use on live systems to prepare
43VM images and jails.
44.Pp
45Much like
46.Xr make 1 , Nm
47takes a target and possible parameters of the target as arguments.
48If invoked with no arguments, it will invoke the
49.Cm auto
50target, which provides a standard interactive installation, invoking the
51others in sequence.
52To perform a scripted installation,
53these subtargets can be invoked separately by an installation script.
54.Sh OPTIONS
55.Nm
56supports the following options, global to all targets:
57.Bl -tag -width indent+
58.It Fl D Ar file
59Provide a path for the installation log file
60.Pq overrides Ev BSDINSTALL_LOG .
61See
62.Sx ENVIRONMENT VARIABLES
63for more information on
64.Ev BSDINSTALL_LOG .
65.El
66.Sh TARGETS
67Most of the following targets are only useful for scripting the installer.
68For interactive use, most users will be interested only in the
69.Cm auto ,
70.Cm jail ,
71and
72.Cm script
73targets.
74.Bl -tag -width ".Cm jail Ar destination"
75.It Cm auto
76Run the standard interactive installation, including disk partitioning.
77.It Cm jail Ar destination
78Sets up a new chroot system at
79.Pa destination ,
80suitable for use with
81.Xr jail 8 .
82Behavior is generally similar to
83.Cm auto ,
84except that disk partitioning and network setup are skipped and a kernel is
85not installed into the new system.
86.It Cm script Ar script
87Runs the installation script at
88.Pa script .
89See
90.Sx SCRIPTING
91for more information on this target.
92.It Cm keymap
93If the current controlling TTY is a
94.Xr syscons 4
95or
96.Xr vt 4
97console, asks the user to set the current keymap, and saves the result to the
98new system's
99.Pa rc.conf .
100.It Cm hostname
101Prompts the user for a host name for the new system and saves the result to the
102new system's
103.Pa rc.conf .
104If
105.Ev BSDINSTALL_CONFIGCURRENT
106is set, also sets the host name of the current system.
107.It Cm netconfig
108Interactively configures network interfaces (first invoking
109.Cm wlanconfig
110on wireless interfaces), saving the result to the new system's
111.Pa rc.conf
112and
113.Pa resolv.conf .
114If
115.Ev BSDINSTALL_CONFIGCURRENT
116is set, also configures the network interfaces of the current system to match.
117.It Cm autopart
118Provides the installer's interactive guided disk partitioner for single-disk
119installations.
120Defaults to UFS.
121.It Cm bootconfig
122Detects an appropriate partition and installs UEFI boot loader files.
123.It Cm zfsboot
124Provides a ZFS-only automatic interactive disk partitioner.
125Creates a single
126.Ic zpool
127with separate datasets for
128.Pa /tmp ,
129.Pa /usr ,
130.Pa /usr/home ,
131.Pa /usr/ports ,
132.Pa /usr/src ,
133and
134.Pa /var .
135Optionally can set up
136.Xr geli 8
137to encrypt the disk.
138.It Cm partedit
139Provides the installer's interactive manual disk partitioner with an interface
140identical to
141.Xr sade 8 .
142Supports multiple disks as well as UFS, ZFS, and FAT file systems.
143ZFS is set up with one pool and dataset per partition.
144.It Cm scriptedpart Ar parameters
145Sets up disks like
146.Cm autopart
147and
148.Cm partedit ,
149but non-interactively according to the disk setup specified in
150.Ar parameters .
151Each disk setup is specified by a three-part argument:
152.Pp
153.Ar disk
154.Op Ar scheme
155.Op Ar {partitions}
156.Pp
157Multiple disk setups are separated by semicolons.
158The
159.Ar disk
160argument specifies the disk on which to operate (which will be erased),
161or the special value
162.Em DEFAULT ,
163which will result in either a selection window (as in
164.Cm autopart )
165for the destination disk or, if there is only one possible disk, will
166automatically select it.
167The
168.Ar scheme
169argument specifies the
170.Xr gpart 8
171partition scheme to apply to the disk.
172If
173.Ar scheme
174is unspecified,
175.Cm scriptedpart
176will apply the default bootable scheme on your platform.
177The
178.Ar partitions
179argument is also optional and specifies how to partition
180.Ar disk .
181It consists of a comma-separated list of partitions to create enclosed in
182curly braces.
183Each partition declaration takes the form
184.Pp
185.Ar size
186.Ar type
187.Op Ar mount point
188.Pp
189.Ar size
190specifies the partition size to create in bytes (K, M, and G suffixes
191can be appended to specify kilobytes, megabytes, and gigabytes respectively),
192while the
193.Em auto
194keyword causes the partition to take all the remaining space on the disk.
195The
196.Ar type
197option chooses the
198.Xr gpart 8
199filesystem type, e.g., freebsd-ufs, freebsd-zfs, or freebsd-swap.
200The optional
201.Ar mount point
202argument sets where the created partition is to be mounted in the installed
203system.
204As an example, a typical invocation looks like:
205.Pp
206bsdinstall scriptedpart ada0 { 20G freebsd-ufs /, 4G freebsd-swap, 20G freebsd-ufs /var, auto freebsd-ufs /usr }
207.Pp
208Note that the list of partitions should
209.Em not
210include boot partitions (e.g. EFI system partitions), which will be created automatically on whatever disk includes /.
211.Pp
212A shorter invocation to use the default partitioning (as
213.Cm autopart
214would have used) on the same disk:
215.Pp
216bsdinstall scriptedpart ada0
217.Pp
218or, even shorter:
219.Pp
220bsdinstall scriptedpart DEFAULT
221.It Cm mount
222Mounts the file systems previously configured by
223.Cm autopart ,
224.Cm partedit ,
225or
226.Cm scriptedpart
227under
228.Ev BSDINSTALL_CHROOT .
229.It Cm distfetch
230Fetches the distributions in
231.Ev DISTRIBUTIONS
232to
233.Ev BSDINSTALL_DISTDIR
234from
235.Ev BSDINSTALL_DISTSITE .
236.It Cm checksum
237Verifies the checksums of the distributions listed in
238.Ev DISTRIBUTIONS
239against the distribution manifest.
240.It Cm distextract
241Extracts the distributions listed in
242.Ev DISTRIBUTIONS
243into
244.Ev BSDINSTALL_CHROOT .
245.It Cm rootpass
246Interactively invokes
247.Xr passwd 1
248in the new system to set the root user's password.
249.It Cm adduser
250Interactively invokes
251.Xr adduser 8
252in the new system.
253.It Cm time
254Interactively sets the time, date, and time zone of the new system.
255.It Cm services
256Queries the user for the system daemons to begin at system startup,
257writing the result into the new system's
258.Pa rc.conf .
259.It Cm entropy
260Reads a small amount of data from
261.Pa /dev/random
262and stores it in a file in the new system's root directory.
263.It Cm config
264Installs the configuration files destined for the new system, e.g.,
265.Xr rc.conf 5
266fragments generated by
267.Cm netconfig ,
268etc.) onto the new system.
269.El
270.Sh ENVIRONMENT VARIABLES
271The following environment variables control various aspects of the installation
272process.
273Many are used internally during installation and have reasonable default values
274for most installation scenarios.
275Others are set by various interactive user prompts, and can be usefully
276overridden when making scripted or customized installers.
277.Bl -tag -width ".Ev BSDINSTALL_DISTSITE"
278.It Ev TMPDIR
279The directory to use for temporary files.
280Default:
281.Dq Pa /tmp
282.It Ev DISTRIBUTIONS
283The set of distributions to install, e.g., "base.txz kernel.txz ports.txz".
284Default: unset
285.It Ev PARTITIONS
286The partitioning of the disk onto which the system is being installed.
287See
288.Cm scriptedpart
289of
290the
291.Sx TARGETS
292section for format details. If this variable is unset, the installer will
293use the default partitioning as in
294.Cm autopart .
295Default: unset
296.It Ev BSDINSTALL_DISTDIR
297The directory in which the distribution files can be found (or to which they
298should be downloaded).
299Default:
300.Dq Pa /usr/freebsd-dist
301.It Ev BSDINSTALL_DISTSITE
302URL from which the distribution files should be downloaded if they are not
303already present in the directory defined by
304.Ev BSDINSTALL_DISTDIR .
305This should be a full path to the files, including architecture and release
306names.
307Most targets, e.g.,
308.Cm auto
309and
310.Cm jail ,
311that prompt for a
312.Fx
313mirror will skip that step if this variable is already defined in the
314environment.
315Example:
316.Pa ftp://ftp.freebsd.org/pub/FreeBSD/releases/powerpc/powerpc64/9.1-RELEASE
317.It Ev BSDINSTALL_CHROOT
318The directory into which the distribution files should be unpacked and the
319directory at which the root file system of the new system should be mounted.
320Default:
321.Dq Pa /mnt
322.It Ev BSDINSTALL_LOG
323Path to a log file for the installation.
324Default:
325.Dq Pa $TMPDIR/bsdinstall_log
326.It Ev BSDINSTALL_TMPETC
327Directory where files destined for the new system's
328.Pa /etc
329will be stored until the
330.Cm config
331target is executed.
332If this directory does not already exist, it will be created.
333Default:
334.Dq Pa $TMPDIR/bsdinstall_etc
335.It Ev BSDINSTALL_TMPBOOT
336Directory where files destined for the new system's
337.Pa /boot
338will be stored until the
339.Cm config
340target is executed.
341If this directory does not already exist, it will be created.
342Default:
343.Dq Pa $TMPDIR/bsdinstall_boot
344.It Ev ZFSBOOT_POOL_NAME
345Name for the pool containing the base system.
346Default:
347.Dq zroot
348.It Ev ZFSBOOT_POOL_CREATE_OPTIONS
349Options to be used when creating the base system's pool.
350Each option must be followed by the -O flag to be taken into consideration
351or the pool will not be created due to errors using the command
352.Cm zpool .
353Default:
354.Dq Li "-O compress=lz4 -O atime=off"
355.It Ev ZFSBOOT_BEROOT_NAME
356Name for the boot environment parent dataset.
357This is a non-mountable dataset meant to be a parent dataset where different
358boot environment are going to be created.
359Default:
360.Dq ROOT
361.It Ev ZFSBOOT_BOOTFS_NAME
362Name for the primary boot environment, which will be the default boot
363environment for the system.
364Default:
365.Dq default
366.It Ev ZFSBOOT_VDEV_TYPE
367The type of pool to be created for the base system.
368This variable can take one of this values: stripe (No redundancy),
369mirror (n-Way mirroring), raid10 (RAID 1+0 - n x 2-Way Mirrors),
370raidz1 (RAID-Z1 - Single Redundancy RAID), raidz2 (RAID-Z2 - Double Redundancy RAID)
371or raidz3 (RAID-Z3 Triple Redundancy RAID).
372Default:
373.Dq stripe
374.It Ev ZFSBOOT_FORCE_4K_SECTORS
375Indicates either the pool will use 4K or 512 sectors.
376If this variable is not empty, 4K sectors will be used.
377Default:
378.Dq 1
379.It Ev ZFSBOOT_GELI_ENCRYPTION
380If this variable is not empty, it will use
381.Xr geli 8
382to encrypt the root pool, enabling automatically the
383.Ev ZFSBOOT_BOOT_POOL
384variable.
385Default:
386.Dq ""
387.It Ev ZFSBOOT_GELI_KEY_FILE
388Path to the
389.Xr geli 8
390keyfile used to encrypt the pool where the base system is stored.
391Default:
392.Dq Pa /boot/encryption.key
393.It Ev ZFSBOOT_BOOT_POOL
394If set a separated boot pool will be created for the kernel of the
395system and
396.Xr loader 8 .
397Default: unset
398.It Ev ZFSBOOT_BOOT_POOL_CREATE_OPTIONS
399Options to use when creating the boot pool, when enabled (See
400.Ev ZFSBOOT_BOOT_POOL ).
401Default: unset
402.It Ev ZFSBOOT_BOOT_POOL_NAME
403Name for the optional boot pool when it is enabled, (See
404.Ev ZFSBOOT_BOOT_POOL ).
405Default:
406.Dq bootpool
407.It Ev ZFSBOOT_BOOT_POOL_SIZE
408Size of the boot pool when it is enabled (See
409.Ev ZFSBOOT_BOOT_POOL ).
410Default:
411.Dq 2g
412.It Ev ZFSBOOT_DISKS
413Disks to be used for the base system, including the boot pool.
414This variable must only be used on a scripted installation.
415See
416.Sx SCRIPTING
417for more information.
418Default: unset
419.It Ev ZFSBOOT_SWAP_SIZE
420Size of the swap partition on each block device.
421This variable will be passed to
422.Xr gpart 8 ;
423which supports SI unit suffixes.
424Default:
425.Dq 2g
426.It Ev ZFSBOOT_SWAP_ENCRYPTION
427If set, enables the encryption of the swap partition using
428.Xr geli 8 .
429Default: ""
430.It Ev ZFSBOOT_SWAP_MIRROR
431If set, enables a swap mirroring using
432.Xr gmirror 8 .
433Default:
434unset
435.It Ev ZFSBOOT_DATASETS
436ZFS datasets to be created on the root zpool, it requires the
437following datasets:
438.Pa /tmp ,
439.Pa /var/tmp ,
440.Pa /$ZFSBOOT_BEROOT_NAME/$ZFSBOOT_BOOTFS_NAME .
441See
442.Sx ZFS DATASETS
443for more information about who to write this variable and to
444take a look into the default value of it.
445.It Ev ZFSBOOT_CONFIRM_LAYOUT
446If set and the installation is interactive, allow the user to confirm
447the layout before continuing with the installation.
448Default:
449.Dq 1
450.El
451.Sh SCRIPTING
452.Nm
453supports unattended, or minimally-attended, installations using scripting.
454This can be used with either modified physical installation media or with
455.Xr diskless 8
456installations over the network; information on preparing such media can be
457found in
458.Sx BUILDING AUTOMATIC INSTALL MEDIA
459.Pp
460Scripted installations follow an essentially identical path to interactive
461installations, though with some minor feature differences (for example,
462scripted installations do not support fetching of remote distribution files
463since scripted installations normally install the same files and the distributions
464can be added directly to the installation media).
465.Nm
466scripts consist of two parts: a
467.Em preamble
468and a
469.Em setup script .
470The preamble sets up the options for the installation (how to partition the
471disk[s], which distributions to install, etc.) and the optional second part is
472a shell script run under
473.Xr chroot 8
474in the newly installed system before
475.Nm
476exits.
477The two parts are separated by the usual script header (#!), which also sets
478the interpreter for the setup script.
479.Pp
480A typical bsdinstall script, using the default filesystem layout and the UFS
481filesystem, looks like this:
482.Bd -literal -offset indent
483PARTITIONS=DEFAULT
484DISTRIBUTIONS="kernel.txz base.txz"
485
486#!/bin/sh
487sysrc ifconfig_DEFAULT=DHCP
488sysrc sshd_enable=YES
489pkg install puppet
490.Ed
491.Pp
492For a scripted installation involving a ZFS pool spanning multiple disks,
493the script instead looks like this:
494.Bd -literal -offset indent
495DISTRIBUTIONS="kernel.txz base.txz"
496export ZFSBOOT_VDEV_TYPE=stripe
497export ZFSBOOT_DISKS="ada0 ada1"
498export nonInteractive="YES"
499
500#!/bin/sh
501echo "ifconfig_DEFAULT=DHCP" >> /etc/rc.conf
502echo "sshd_enable=YES" >> /etc/rc.conf
503pkg install puppet
504.Ed
505.Pp
506On
507.Fx
508release media, such a script placed at
509.Pa /etc/installerconfig
510will be run at boot time and the system will be rebooted automatically after
511the installation has completed.
512This can be used for unattended network installation of new systems; see
513.Xr diskless 8
514for details.
515.Ss PREAMBLE
516The preamble consists of installer settings.
517These control global installation parameters (see
518.Sx ENVIRONMENT VARIABLES )
519as well as disk partitioning.
520The preamble is interpreted as a
521.Xr sh 1
522script run at the very beginning of the install.
523If more complicated behavior than setting these variables is desired,
524arbitrary commands can be run here to extend the installer.
525In addition to the variables in
526.Sx ENVIRONMENT VARIABLES ,
527in particular
528.Ev DISTRIBUTIONS ,
529the preamble can contain a variable
530.Ev PARTITIONS
531which is passed to the
532.Cm scriptedpart
533target to control disk setup.
534.Pp
535Alternatively,
536to use
537.Cm zfsboot
538instead of
539.Cm partedit ,
540the preamble can contain the variable
541.Ev ZFSBOOT_DATASETS
542instead of
543.Ev PARTITIONS
544(see below).
545If using .Cm zfsboot, the variables
546.Ev ZFSBOOT_DISKS
547and
548.Ev ZFSBOOT_VDEV_TYPE
549must be set to create the pool of disks for the base system.
550Usually, for a mirrored booting disk, this two variables looks like this:
551.Bd -literal -offset indent
552ZFSBOOT_DISKS="ada0 ada1"
553ZFSBOOT_VDEV_TYPE=mirror
554.Ed
555.Pp
556Remember to export all the variables for the
557.Cm zfsboot
558command, otherwise installation will fail.
559.Ss SETUP SCRIPT
560Following the preamble is an optional shell script, beginning with a #!
561declaration.
562This script will be run at the end of the installation process inside a
563.Xr chroot 8
564environment in the newly installed system and can be used to set up
565configuration files, install packages, etc.
566Note that newly configured system services, e.g., networking have not
567been started in the installed system at this time and only installation
568host services are available.
569.Ss ZFS DATASETS
570If using
571.Cm zfsboot
572in an installation script, the
573.Cm zfsboot
574partitioning tool takes the
575.Ev ZFSBOOT_DATASETS
576variable to create the ZFS datasets on the base system.
577This variable definition can become large if the pool contains many datasets.
578The default value of the
579.Ev ZFSBOOT_DATASETS
580is:
581.Bd -literal -offset indent
582# DATASET	OPTIONS (comma or space separated; or both)
583
584# Boot Environment [BE] root and default boot dataset
585/$ZFSBOOT_BEROOT_NAME				mountpoint=none
586/$ZFSBOOT_BEROOT_NAME/$ZFSBOOT_BOOTFS_NAME	mountpoint=/
587
588# Compress /tmp, allow exec but not setuid
589/tmp		mountpoint=/tmp,exec=on,setuid=off
590
591# Do not mount /usr so that 'base' files go to the BEROOT
592/usr		mountpoint=/usr,canmount=off
593
594# Home directories separated so they are common to all BEs
595/usr/home	# NB: /home is a symlink to /usr/home
596
597# Ports tree
598/usr/ports	setuid=off
599
600# Source tree (compressed)
601/usr/src
602
603# Create /var and friends
604/var		mountpoint=/var,canmount=off
605/var/audit	exec=off,setuid=off
606/var/crash	exec=off,setuid=off
607/var/log	exec=off,setuid=off
608/var/mail	atime=on
609/var/tmp	setuid=off
610.Ed
611.Pp
612The first column is the name of the dataset to be created as part of the
613.Ev ZFSBOOT_POOL_NAME
614pool and the remainder of each line contains the options to be set on each dataset.
615If multiple options are given, they can be separated by either commas or whitespace;
616everything following a pound/hash character is ignored as a comment.
617.Ss BUILDING AUTOMATIC INSTALL MEDIA
618If building automatic install media, use tar to extract a release ISO:
619.Dl mkdir release-media
620.Dl tar xvf -C release-media FreeBSD-13.0-RELEASE-amd64-disc1.iso
621.Pp
622Then place a script as above in
623.Pa etc/installerconfig
624.Pp
625This directory can then be used directly as an NFS root for
626.Xr diskless 8
627installations or it can be rebuilt into an ISO image using the release scripts in
628.Pa /usr/src/release .
629For example, on amd64:
630.Dl sh /usr/src/release/amd64/mkisoimages.sh -b '13_0_RELEASE_AMD64_CD' output.iso release-media
631.Sh HISTORY
632This version of
633.Nm
634first appeared in
635.Fx 9.0 .
636.Sh AUTHORS
637.An Nathan Whitehorn Aq Mt nwhitehorn@FreeBSD.org
638.An Devin Teske Aq Mt dteske@FreeBSD.org
639.An Allan Jude Aq Mt allanjude@FreeBSD.org
640