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-
-
-The Diskless Terminal running from NT server Mini-HOWTO
-Pavel Tkatchouk, ptkatcho@portal.ca
-v0.1, June 19th 1999
-
-Table of Contents
-
-1. Introduction.
-
- 1.1 What is it for?
- 1.2 Do we need this HOWTO?
- 1.3 A bit of History.
-
-2. Project description.
-
- 2.1 Packaging.
- 2.2 Image.
- 2.2.1 Kernel.
- 2.2.2 MRFS.
- 2.2.3 Building MRFS.
- 2.3 Remotefs.
- 2.4 Booting sequence.
- 2.4.1 BOOTP, TFTP.
- 2.5 Bootprom.
-
-3. Resources.
-
-4. Copyright.
-
-5. Feedback and credits.
-
-
-1. Introduction.
-
-
-1.1. What is it for?
-
-This document describes how to build software distribution to run Java client on diskless
-terminal booted from Microsoft Windows 95/98/NT workstation. Package can also be easily
-modified to be used as Linux terminal or X Windows terminal's software. I found it also
-convenient for setup over the Ethernet of floppyless PS's, hard disk of which for some
-reason can not be accessed (sealed case under warranty, etc.).
-
-
-1.2. Do we need this HOWTO?
-
-To be honest, I'm not sure. There are few excellent HOWTO's (see 3. Recources) that up until
-recently I considered quite sufficient to build what I've done two years ago. But since my
-project uses MS Windows as a file server vs. traditional NFS there were some know-how's
-involved which number of people wanted to see in some formal document.
-
-
-1.3. A bit of history.
-
-My project at that time (1996) was to find OS/JVM that will allow to run Java application
-on hardware we manufacture. Hardware is practically generic x86 PC except it has no keyboard,
-hard drive, floppy drive, mouse, but touchscreen over LCD, plus some POS specific peripherals
-(badge reader, credit card reader, etc.). Due to cost consideration it had no any significant
-storage, so OS and Java client along with support binaries, libraries etc. had to be loaded
-remotely. Because our clients are exclusively Windows shops, Server had to be Windows as well.
-During evaluation of different commercial OS'es along with JVM's available it become apparent
-to my surprise that most promising solution was GPL one - Linux.
-
-
-2. Project description.
-
-2.1. Packaging.
-
-The whole distribution consists of remote file system (RemoteFS) residing on MS Windows
-server (NT Workstation, NT Server or Windows9x) and tagged bootable image.
-
-
-2.2. Image.
-
-Image (~1.5MB) is generated by mknbi utility that comes with Etherboot package
-<http://etherboot.sourceforge.net>. It can include minimal root file system (MRFS)
-like in my case (since I had to boot client from MS Windows server and Linux kernel doesn't
-support SMBFS-Root, only NFS-Root. So I had to keep rootfs in the ramdisk). To generate
-image the following script can be used.
-
-#!/bin/sh
-# mkrootnet: makes tagged netbootable image
-# This image includes kernel and minimal root filesystem
-# to do initial boot.
-#
-# Copyright (c) Pavel Tkatchouk 1996. All rights reserved.
-# Permission is granted for this material to be freely
-# used and distributed, provided the source is acknowledged.
-# No warranty of any kind is provided. You use this material
-# at your own risk.
-#
-DEVICEFILENAME="/tmp/file" # temporary file to be used as device
-FSBLOCKS=4096 # uncompressed filesystem size in K
-BOOTDISKDIR="/usr/BOOT/ROOTFS" # root filesystem model
-MOUNT="/mnt2" # temporary mount point
-ROOTFS="/tmp/rootfs" # root filesystem image
-ROOTFSGZ="/tmp/rootfs.gz" # compressed root filesystem image
-KERNEL="/usr/KERNELS/vmlinuz-nt" # kernel image
-KERNELTMP="/tmp/vmlinuz" # temporary copy of kernel image
-BOOTIMAGE="/tmp/img" # tagged image to be booted by client
-# if you want ramisk more than default 4096 set CMDLINE, don't forget to
-# adjust $FSBLOCKS
-# CMDLINE="ramdisk_size=8192" # parameters to pass to the kernel
-#
-echo "check:"
-echo "- if tftp server's download dir mounted to /mnt"
-echo "- loopback device is built-in or loaded"
-echo "\n press Enter when done"
-read tmp
-UPLOAD="/mnt/tmp" # tftp server's dir to upload bootimage
-echo -e "\nZeroing $DEVICEFILENAME of $FSBLOCKS k"
-echo "to be used as device for root filesystem model"
-dd if=/dev/zero of=$DEVICEFILENAME bs=1k count=$FSBLOCKS
-echo -e "\nMaking file system on $DEVICEFILENAME"
-mke2fs -m 0 $DEVICEFILENAME
-echo "Mounting $DEVICEFILENAME as a loopback device"
-mount -o loop -t ext2 $DEVICEFILENAME $MOUNT
-curdir=`pwd`
-cd $BOOTDISKDIR
-echo -e "Copying files from $BOOTDISKDIR to $DEVICEFILENAME, please wait"
-find . -print|cpio -pmd $MOUNT
-echo "Unmounting $MOUNT"
-umount $MOUNT
-cd $curdir
-echo "Copying $DEVICEFILENAME to $ROOTFS"
-dd if=$DEVICEFILENAME of=$ROOTFS bs=1k
-echo "Compressing $ROOTFS, it may take a while"
-echo "Please wait..."
-if [ -f $ROOTFSGZ ];then
- rm -f $ROOTFSGZ
-fi
-gzip -c $ROOTFS>$ROOTFSGZ
-rm -f $ROOTFS
-echo -e "\nCreating netbootable image"
-cp $KERNEL $KERNELTMP
-mknbi -d ram -i rom -r $ROOTFSGZ -k $KERNELTMP -a $CMDLINE -o $BOOTIMAGE
-echo "Uploading $BOOTIMAGE to $UPLOAD"
-cp $BOOTIMAGE $UPLOAD
-echo "Cleaning after ourselves"
-rm -f $KERNELTMP $DEVICEFILENAME $BOOTIMAGE
-echo "All done"
-
-
-In the above script actual image is generated by the following comand
-
-#mknbi -d ram -i rom -r rootfs.gz -k vmlinuz-nt -o img
-
-where:
- rootfs.gz - minimal root file system (MRFS);
- vmlinuz-nt - kernel;
- img - resulting image.
-
-
-Note:
-Default ramdisk size is 4096. It was enough for RedHat4.1 based minimal file system, but
-apparently not enough for 5.2 based. When this happens "end request:I/O error, dev 01:00 ..."
-error shows up. To fix that either use "mknbi -a ramdisk_size=8192" to pass parameter to the
-kernel (doesn't require kernel recompilation), or change /usr/src/linux/drivers/block/rd.c:
-int rd_size= from 4096 to 8192 or whatever and rebuild the kernel.
-
-
-2.2.1. Kernel.
-
-Kernels 2.0.30 and 2.0.36 have been used by author, although nothing is preventing you from
-experimenting with others. Kernel should include ramdisk support. The following
-<link to .config> configuration has been used to build <link to binary (kernel 2.0.30)>.
-You may find some components unnecessary, just exclude them and rebuild.
-
-Don't forget to change root device after you built the kernel (rdev vmlinuz /dev/rd).
-
-Gotcha's: apparently smbfs is broken in 2.2.x kernels. Symptoms: remote share is mounted
-just fine but after a while fails with "smb_request: result = -32" errmsg. I've heard
-SuSe has fix for that.
-
-2.2.2. MRFS.
-
-Minimal root file system is required to get Linux up and running along with networking until
-it can mount remote file system to run X/Java from there. After image gets loaded from the
-server MRFS is decompressed into ramdisk. If you can afford a lot of ram on your terminal the
-entire remote file system can be moved to rootfs.gz. That will make your terminal more
-responsive.
-
-
-2.2.3. Building MRFS.
-
-Some folks found it easier to start from scratch, others use known "minimal" Linux distributions
-(Linux Router, tomsrtbt, etc.), yet others prefer to start from "big" Linuces like I did. Every
-path has it's pro and contras.
-
-Pruning standard distribution (RedHat, Debian, etc.) to your needs might be very time consuming.
-To ease that painful process I have used remotely booted diskless client with NFS-Root (see
-Etherboot's Readme, NFS-Root and NFS-Root-Client mini-HOWTO's, Diskless-HOWTO):
-
-- setup minimal RedHat4.1 install (networked workstation, X, no development, mail, etc., ~117MB);
-- find . -print|cpio -pmd /usr/NFS/ROOTFS - copy entire fs tree to NFS exported dir;
-- mknod /usr/NFS/ROOTFS/dev/nfsroot b 0 255;
-- build vmlinuz-nfs kernel according to NFS-Howto (built-in bootp,rarp,NFS,NFS root,NIC
- driver,RAM disk);
-- rdev vmlinuz-nfs /dev/nfsroot - to set NFS root device;
-- build image for NFS-Root fs:
- #mknbi -d rom -i rom -k vmlinuz-nfs -o nfsImage;
-- boot client while monitoring NFS file requests (by Solaris snoop);
-- copy files from /usr/NFS/ROOTFS to /usr/BOOT/ROOTFS (MRFS model) according to snoop's
- filelist;
-- generate image by mkrootnet script (don't forget to point to the right kernel vmlinuz-nt).
-
-The above trick not only allows to determine the sought files set but also debug boot process
-analyzing NFS messages. I found it convenient to put "read tmp" statements into init scripts
-for debugging. Tracking files up until issuing login gives you <link to rootfs.gz> MRFS (~1MB)
-that can be used to boot Linux from ROM (flash, eprom, DiskOnChip, SanDisk, etc.) as well. All
-the other files requested by client (during starting X, Java, Java client) were put into (link
-to remotefs.zip, ~9MB).
-
-
-To restore MRFS model on your PC from the above rootfs.gz:
-- #cd /tmp
-- #gunzip rootfs.gz
-- #mount -o loop -t ext2 /tmp/rootfs /mnt
-- #cd /mnt
-- #find . -print|cpio -pmd /usr/BOOT/ROOTFS
-- #umount /mnt
-
-Note:
-
-You will have to change attributes of some dirs, files (/etc/mtab, /etc/mtab~, /var/lock/subsys/*,
-/var/run/*, /dev/tty*, etc.) against standard. This is because with standard attribs diskless
-client refused to work. For example I had to change /dev/tty* ownerships to 99:99 from original
-0:0 or 0:5, to get rid of errmsg "INIT: Id "1" respawning too fast: disabled for 5 minutes".
-Being admin illiterate I just chmod them to 777 and chown to 99:99 to make life easier.
-THIS IS SERIOUS SECURITY VIOLATION!!! Using keyboardless terminal with no daemons running in
-my case reduces the risk, yet I would appreciate very much those more experienced who will help
-to restore the right attribs while keeping the distribution working.
-
-Some "gotcha's" to watch for during MRFS building:
-- standard attributes/ownership of some files don't work;
-- rdev must be set (non-tagged image didn't work, so couldn't use config file to pass parrs
- to the kernel);
-- diskless client writes 99:99 ownership on generated files;
-- "password incorrect" for root, but any other OK and su OK too.
-
-
-2.3. RemoteFS.
-
-Remotefs.zip file includes everything required by the system that can be located on
-remote file system, i.e after booting has been complete and remote file system mounted.
-In my case it is X Windows System and Java binaries, libraries etc. To use that file on
-MS Windows NT:
-- unzip remotefs.zip to some directory;
-- share this directory read-only as "usr" (or share as some other name and pass this name to
- the client through bootptab configuration file for BOOTP server;
-- create an account username=root, password=linux on NT (can be set in bootptab).
-
-Note:
-There's no symbolic links on NTFS, so UNIX links must be replaced by copies on NTFS.
-To determine potential troublmakers one could use the following:
-- first copy required subset (according to snoop's intercept) from /usr/NFS/ROOTFS to
- /usr/BOOT/REMOTEFS;
-- mount some share from NTFS to /mnt;
-- /usr/BOOT/REMOTEFS#find . -print|cpio -pmd /mnt 2>links;
-In the links file you will find names to work with.
-
-
-2.4. Booting sequence.
-
-Boot occurs in the following sequence:
-- bootprom sends bootp request,
-- bootp server responds with subnet mask, client's name, client's IP, TFTP server's IP,
- bootfile name and some optional parameters (like NT's username/password to use it's share,
- you could pass some other share name here as say T104="somedir");
-- bootprom downloads image from TFTP server;
-- kernel starts;
-- kernel decompresses MRFS in RAM;
-- system starts init using ramdisk root,
-- mounts remote file system from NT via SMBFS;
-- automatically logins;
-- starts xstart script located on remotefs (/usr/sbin) where you can start any of your
- programs, change parameters, etc. without rebuilding the image.
-
-Below are some config/init sample files from <rootfs.gz>, <remotefs.zip>:
-
-<bootptab, change to link>
-t1:sm=255.255.255.0:sa=192.168.33.150:bf=img:T100="pavelnt4":T101="root":T102="linux"
-touch1:hn=touch1:tc=t1:ha=00A0F00035CD:ip=192.168.33.127
-
-</etc/fstab, change to link>:
-/dev/ram / ext2 defaults 1 1
-/proc /proc proc defaults 0 0
-
-</etc/rc.d/rc.bootp, change to link later>:
-#!/bin/sh
-# Written to simply set the IP stuff up from the
-# bootpc data.
-# Last updated : Mon Mar 10 15:17:01 1997
-#
-# Variables
-
-BOOTPC=/sbin/bootpc
-IFCONFIG=/sbin/ifconfig
-ROUTE=/sbin/route
-BINHOST=/bin/hostname
-DEV=eth0
-ASKSERVER="255.255.255.255"
-TW="--timeoutwait 320"
-RIF="--returniffail"
-RIFMESSAGE="Bootp failed -- disabling network."
-RCONF=/etc/resolv.conf
-EHOSTS=/etc/hosts
-LHOSTS=/etc/hosts.local
-TMPFILE=/tmp/bootp
-# Functions
-# Remove the networking by taking down the interface
-netdown() {
- ${ROUTE} del default
- ${IFCONFIG} ${DEV} down
-}
-## End of the functions
-
-## Start of the actual work
-# Bring up minimal networking use 0.0.0.0 as our address as we don't
-# know it yet (Means "Me but I don't know my address or network")
-${IFCONFIG} ${DEV} up 0.0.0.0
-${ROUTE} add default dev ${DEV}
-
-# Perform the bootp -- doesn't return unless it gets an answer
-if ${BOOTPC} --dev ${DEV} --server ${ASKSERVER} ${RIF} ${TW} > ${TMPFILE}
-then
-# Take down networking (use the 0.0.0.0 for as short a time as possible)
- netdown
-# Read in the values
- . ${TMPFILE}
-
-# To use in mountsmb script later
-SMBSERVER=${T100}
-# And delete the temporary file
-# rm ${TMPFILE}
-else
-# Take down networking (use the 0.0.0.0 for as short a time as possible)
- netdown
-# give message and quit
- echo ${RIFMESSAGE}
- exit 1
-fi
-
-# Start the loopback interface and add a route to it
-# It's already set by standard init?
-${IFCONFIG} lo 127.0.0.1
-${ROUTE} add -net 127.0.0.0
-
-# Setup of IP stuff needs doing first
-#
-if [ -z "${NETMASK}" ] ; then
-# No netmask info, all this is guessed from the IP number
-# If this is wrong for your network FIX the bootpd to know
-# what it should send in the RFC1497 cookie! 11/02/94 JSP
-#
- ${IFCONFIG} ${DEV} up ${IPADDR} broadcast ${BROADCAST}
- ${ROUTE} -n add -net ${NETWORK} dev ${DEV}
-else
-# We will have NETMASK, BROADCAST, and NETWORK defined
- ${IFCONFIG} ${DEV} up ${IPADDR} broadcast ${BROADCAST} netmask ${NETMASK}
- ${ROUTE} -n add -net ${NETWORK} dev ${DEV}
-fi
-
-# Set the hostname from what we got via bootp or reverse lookup
-
-echo "127.0.0.1 loopback localhost">${EHOSTS}
-${BINHOST} "${HOSTNAME}"
-echo "${IPADDR} ${HOSTNAME}" >>${EHOSTS}
-echo "${SERVER} ${SMBSERVER}" >>${EHOSTS}
-
-
-</etc/rc.d/rc.local, change to link>:
-#!/bin/sh
-# This script will be executed *after* all the other init scripts.
-# You can put your own initialization stuff in here if you don't
-# want to do the full Sys V style init stuff.
-#
-# 07/02/97 Pavel Tkatchouk
-#
-echo "Start networking"
-insmod /lib/8390.o
-insmod /lib/ne.o io=0x300 irq=9
-echo "Install serial"
-insmod /lib/serial.o
-echo "Install touch"
-insmod /lib/touch.o
-echo "Install smbfs"
-insmod /lib/smbfs.o
-echo "Getting TCP/IP parameters from bootp server"
-echo "and start networking"
-/etc/rc.d/rc.bootp
-if [ -f /etc/squirrel-release ]; then
- R=$(cat /etc/squirrel-release)
-else
- R="release 0.02"
-fi
-echo "Mounting remote fs"
-/sbin/mountsmb
-echo "XYZ Inc. Diskless Linux $R"
-echo "Starting X and Java client without login"
-su -c /sbin/xstart root
-
-
-</usr/sbin/xstart, change to link>:
-#!/bin/bash
-#
-# Script to start X and Java client
-# 08/07/97 Pavel Tkatchouk
-#
-# Read bootps response first
-. /tmp/bootp
-# -s 0 to disable screen-saver
-/usr/X11R6/bin/X -s 0 &
-export DISPLAY=:0.0
-# /usr is share mounted from Windows workstation
-cd /usr/program/
-java SomeJavaApp
-
-
-</sbin/mountsmb, change to link>:
-#!/bin/bash
-# mountsmb: mounts remote filesystems from NT workstation
-# using Microsoft's SMB protocol
-#
-# Copyright (c) Pavel Tkatchouk 1997. All rights reserved.
-# Permission is granted for this material to be freely
-# used and distributed, provided the source is acknowledged.
-# No warranty of any kind is provided. You use this material
-# at your own risk.
-#
-# Last edit June 29 8:30 1997
-#
-MOUNTDIR="usr"
-SHRDIR="usr"
-BOOTPRES="/tmp/bootp"
-# Read botpc response
-. ${BOOTPRES}
-# Sharename from NT server, uncomment if you want to use
-# non-hardcoded "usr" but from bootptab
-#SHRDIR=${T104}
-SMBSRV="//${T100}"
-CLIENT="${HOSTNAME}"
-USER="${T101}"
-PASSWORD="${T102}"
-echo -e "\nMounting $SMBSRV/$SHRDIR to /$MOUNTDIR"
-smbmount $SMBSRV/$SHRDIR $MOUNTDIR -c $CLIENT -U $USER -P $PASSWORD
-echo -e "\nDone"
-
-Gotcha's:
-Looks like smbmount client from smbfs package used to mount remote Windows shares to local
-Linux dirs in pre 2.2.x era isn't maintained anymore so you should use one coming with
-Samba package. Also binary smbmount won't work with 2.2.x, so you have to recompile with
-2.2.x headers following Samba's readme. Yet even that won't guarantee reliable work until
-somebody fixes kernel's smbfs module.
-
-2.4.1. BOOTP, TFTP.
-
-There are number of BOOTP, TFTP servers for Windows on the market. You could find them
-here:
-
-- www.walusoft.co.uk (Walusoft's tftp);
-- ftp.coast.net/simtel/nt/internet/tftpds12.zip (Millwood AB's tftp);
-- ftp.cabletron.com/pub/snmp/bootftp/boottft2.zip (Cabletron's bootp/tftp combo);
-- www.tellurian.au.com (Tellurian's bootp, tftp, dhcp servers).
-- www.metainfo.com (Metainfo's DHCP server)
-- www.nts.com (Network Telesystems's DHCP server in IPserver package)
-
-My choice was Tellurian's products - very reliable, simple to install, attractively priced
-(fully capable evaluation versions are available).
-
-2.5. Bootprom.
-
-Ken Yap's Etherboot <etherboot.sourceforge.net> will tell you everything about bootprom.
-Here I just want to mention that normally you would have to put bootprom's code into network
-adapter's PROM. But if your hardware like mine has BIOS programmed in flash you could
-re-program it to add bootprom (some BIOS requires special programmer to do that, others don't)
-as BIOS extension.
-
-This is what I did to add ne.rom (bootprom generated by Etherboot's makerom for NE2000 clone)
-to AMI BIOS on my flash:
-
-- read flash content by programmer into bios.bin binary file;
-- use one of available binary editors (say www.simtel.net/Win95/editors/hxp3005.zip to add
- ne.rom to bios.bin (and to edit ne.rom if necessary);
-- write new bios.bin back to flash.
-
-Notes:
-- makerom generates bootprom for standard EPROM sizes (8k, 16k, 32k, etc.), so if you tight on
- space use -s flag to adjust size (or cut it manually to multiple of 512 bytes blocks, just
- don't forget to adjust extension's length which is coded in Byte 2 and checksum to 8 bits
- of zero;
-- valid absolute addresses for BIOS extensions are from 0xC8000 to 0xF4000 (check with
- motherboard's manufacturer how flash is mapped onto system memory space);
-- Byte 0 must be 0x55, Byte 1 must be 0xAA, Byte 2 must be extension's length in 512 bytes
- blocks;
-- extension BIOS has to start at a 2k boundary;
-
-
-3. Resources.
-
-FAQ's:
-- tomsrtbt.FAQ (www.toms.net);
-
-HOWTO's:
-- Paul Moody's miniHOWTO (www.linuxembedded.com/pmhowto.html)
-- Diskless;
-- Diskless-HOWTO;
-- NFS-Root;
-- NFS-Root-Client;
-- Bootdisk-HOWTO;
-- BootPrompt-HOWTO;
-- NCD-X-Terminal;
-- Remote-Boot;
-- Remote-X-Apps;
-
-Web:
-- etherboot.sourceforge.net/
-- www.waste.org/~zanshin
-- www.tellurian.com.au.
-- www.toms.net
-- www.trinux.org
-- www.linux.org.uk/ELKS-Home
-- www.embedded.com
-- www.linuxembedded.com
-- www.thinlinux.org
-- www.linuxrouter.org
-- linux-mandrake.com
-- www.disklessworkstations.com
-
-Newsgroups:
-- comp.arch.embedded
-
-Lists:
-- netboot-owner@baghira.han.de
-- linux-embedded@waste.org
-
-Magazines:
-- Circuit Cellar #100 - 105
-
-
-4. Copyright.
-
-Copyright (c) Pavel Tkatchouk 1999.
-Permission is granted for this material to be freely used and distributed, provided the source
-is acknowledged. Copyright policy is GPL as published by the Free Software Foundation.
-
-No warranty of any kind is provided. You use this material at your own risk.
-
-
-
-5. Feedback and credits.
-
-Since I am neither have a lot of Linux experience nor native English speaker, there would be
-errors in this document. I would accept any help with gratitude whether in form of proof-reading,
-techical corrections or otherwise. Please send your comments, suggestions and questions to Pavel
-Tkatchouk (ptkatcho@portal.ca)
-
-I wish to thank Pierre Mondie who convinced me to start this document. I'm also very much in
-debt to all those who's work made this project possible:
-
-Ken Yap <ken_yap@users.sourceforge.net> (Etherboot)
-David Newall <www.tellurian.com.au> (Bootpdnt/Ftpdnt)
-(to be continued)
-