Introduction to NanoBSD
Daniel
Gerzo
2006
The FreeBSD Documentation Project
&tm-attrib.freebsd;
&tm-attrib.general;
$FreeBSD$
$FreeBSD$
This document provides information about
the NanoBSD tools, which can be used to
create &os; system images for embedded applications, suitable for
use on a Compact Flash card (or other mass storage medium).
Introduction to NanoBSD
NanoBSD
NanoBSD is a tool currently
developed by &a.phk;. It creates a &os; system image for embedded
applications, suitable for use on a Compact Flash card (or other
mass storage medium).
It can be used to build specialized install images, designed for
easy installation and maintenance of systems commonly
called computer appliances
. Computer appliances have
their hardware and software bundled in the product, which means all
applications are pre-installed. The appliance is plugged into an
existing network and can begin working (almost) immediately.
The features of NanoBSD include:
Ports and packages work as in &os; — Every single
application can be installed and used in
a NanoBSD image, the same way as in
&os;.
No missing functionality — If it is possible to do
something with &os;, it is possible to do the same thing with
NanoBSD, unless the specific feature
or features were explicitly removed from
the NanoBSD image when it was
created.
Everything is read-only at run-time — It is safe to
pull the power-plug. There is no necessity to run
&man.fsck.8; after a non-graceful shutdown of the system.
Easy to build and customize — Making use of just one
shell script and one configuration file it is possible to
build reduced and customized images satisfying any arbitrary set of
requirements.
NanoBSD Howto
The design of NanoBSD
Once the image is present on the medium, it is possible to
boot NanoBSD. The mass storage
medium is divided into three parts by default:
Two image partitions: code#1
and code#2.
The configuration file partition, which can be mounted
under the /cfg directory
at run time.
These partitions are normally mounted read-only.
The /etc and
/var directories are
&man.md.4; (malloc) disks.
The configuration file partition persists under the
/cfg directory. It
contains files for /etc
directory and is briefly mounted read-only right after the
system boot, therefore it is required to copy modified files
from /etc back to the
/cfg directory if changes
are expected to persist after the system restarts.
Making persistent changes to /etc/resolv.conf
&prompt.root; vi /etc/resolv.conf
[...]
&prompt.root; mount /cfg
&prompt.root; cp /etc/resolv.conf /cfg
&prompt.root; umount /cfg
The partition containing
/cfg should be mounted
only at boot time and while overriding the configuration
files.
Keeping /cfg mounted at
all times is not a good idea, especially if
the NanoBSD system runs off a mass
storage medium that may be adversely affected by a large number
of writes to the partition (i.e. when the filesystem syncer
flushes data to the system disks).
Building a NanoBSD image
A NanoBSD image is built using a
simple nanobsd.sh shell script, which can
be found in the
/usr/src/tools/tools/nanobsd
directory. This script creates an image, which can be copied on
the storage medium using the &man.dd.1; utility.
The necessary commands to build a
NanoBSD image are:
&prompt.root; cd /usr/src/tools/tools/nanobsd
&prompt.root; sh nanobsd.sh
&prompt.root; cd /usr/obj/nanobsd.full
&prompt.root; dd if=_.disk.full of=/dev/da0 bs=64k
Change the current directory to the base directory of the
NanoBSD build script.
Start the build process.
Change the current directory to the place where the built
images are located.
Install NanoBSD onto the
storage medium.
Customizing a NanoBSD image
This is probably the most important and most interesting
feature of NanoBSD. This is also
where you will be spending most of the time when
developing with NanoBSD.
Invocation of the following command will force the
nanobsd.sh to read its configuration from
the myconf.nano file located in the current
directory:
&prompt.root; sh nanobsd.sh -c myconf.nano
Customization is done in two ways:
Configuration options
Custom functions
Configuration options
With configuration settings, it is possible to configure options
passed to both the buildworld
and installworld stages of the
NanoBSD build process, as well as internal
options passed to the main build process of
NanoBSD. Through these options it is
possible to cut the system down, so it will fit on as little as
64MB. You can use the configuration options to trim down &os; even
more, until it will consists of just the kernel and two or three
files in the userland.
The configuration file consists of configuration options,
which override the default values. The most important
directives are:
NANO_NAME — Name of build
(used to construct the workdir names).
NANO_SRC — Path to the source
tree used to build the image.
NANO_KERNEL — Name of kernel
configuration file used to build kernel.
CONF_BUILD — Options passed
to the buildworld stage of the build.
CONF_INSTALL — Options passed
to the installworld stage of the build.
CONF_WORLD — Options passed to both
the buildworld and
the installworld stage of the build.
FlashDevice — Defines what type of
media to use. Check the FlashDevice.sub
file for more details.
Custom functions
It is possible to fine-tune
NanoBSD using shell functions in
the configuration file. The following example illustrates the
basic model of custom functions:
cust_foo () (
echo "bar=baz" > \
${NANO_WORLDDIR}/etc/foo
)
customize_cmd cust_foo
A more useful example of a customization function is the
following, which changes the default size of the
/etc directory
from 5MB to 30MB:
cust_etc_size () (
cd ${NANO_WORLDDIR}/conf
echo 30000 > default/etc/md_size
)
customize_cmd cust_etc_size
There are a few default pre-defined customization functions
ready for use:
cust_comconsole — Disables
&man.getty.8; on the VGA devices
(the /dev/ttyv* device nodes) and enables
the use of the COM1 serial port as the system console.
cust_allow_ssh_root — Allow
root to login via &man.sshd.8;.
cust_install_files —
Installs files from the
nanobsd/Files
directory, which contains some useful scripts for system
administration.
Adding packages
Packages can be added to a NanoBSD
image using a custom function. The following function will install
all the packages located in
/usr/src/tools/tools/nanobsd/packages:
install_packages () (
mkdir -p ${NANO_WORLDDIR}/packages
cp /usr/src/tools/tools/nanobsd/packages/* ${NANO_WORLDDIR}/packages
chroot ${NANO_WORLDDIR} sh -c 'cd packages; pkg_add -v *;cd ..;'
rm -rf ${NANO_WORLDDIR}/packages
)
customize_cmd install_packages
Configuration file example
A complete example of a configuration file for building a
custom NanoBSD image can be:
NANO_NAME=custom
NANO_SRC=/usr/src
NANO_KERNEL=MYKERNEL
NANO_IMAGES=2
CONF_BUILD='
NO_KLDLOAD=YES
NO_NETGRAPH=YES
NO_PAM=YES
'
CONF_INSTALL='
NO_ACPI=YES
NO_BLUETOOTH=YES
NO_CVS=YES
NO_FORTRAN=YES
NO_HTML=YES
NO_LPR=YES
NO_MAN=YES
NO_SENDMAIL=YES
NO_SHAREDOCS=YES
NO_EXAMPLES=YES
NO_INSTALLLIB=YES
NO_CALENDAR=YES
NO_MISC=YES
NO_SHARE=YES
'
CONF_WORLD='
NO_BIND=YES
NO_MODULES=YES
NO_KERBEROS=YES
NO_GAMES=YES
NO_RESCUE=YES
NO_LOCALES=YES
NO_SYSCONS=YES
NO_INFO=YES
'
FlashDevice SanDisk 1G
cust_nobeastie() (
touch ${NANO_WORLDDIR}/boot/loader.conf
echo "beastie_disable=\"YES\"" >> ${NANO_WORLDDIR}/boot/loader.conf
)
customize_cmd cust_comconsole
customize_cmd cust_install_files
customize_cmd cust_allow_ssh_root
customize_cmd cust_nobeastie
Updating NanoBSD
The update process of NanoBSD is
relatively simple:
Build a new NanoBSD image, as
usual.
Upload the new image into an unused partition of a
running NanoBSD appliance.
The most important difference of this step from the
initial NanoBSD installation is that
now instead of using the _.disk.full file
(which contains an image of the entire disk),
the _.disk.image image is installed (which
contains an image of a single system partition).
Reboot, and start the system from the newly installed
partition.
If all goes well, the upgrade is finished.
If anything goes wrong, reboot back into the previous
partition (which contains the old, working image), to restore system
functionality as fast as possible. Fix any problems of the new
build, and repeat the process.
To install new image onto the running
NanoBSD system, it is possible to use
either the updatep1 or
updatep2 script located in the
/root directory, depending
from which partition is running the current system.
According to which services are available on host serving
new NanoBSD image and what type of
transfer is preferred, it is possible to examine one of these
three ways:
Using &man.ftp.1;
If the transfer speed is in first place, use this
example:
&prompt.root; ftp myhost
get _.disk.image "| sh updatep1"
Using &man.ssh.1;
If a secure transfer is preferred, consider using this
example:
&prompt.root; ssh myhost cat _.disk.image.gz | zcat | sh updatep1
Using &man.nc.1;
Try this example if the remote host is not running neither
&man.ftpd.8; or &man.sshd.8; service:
At first, open a TCP listener on host serving the
image and make it send the image to client:
myhost&prompt.root; nc -l 2222 < _.disk.image
Make sure that the used port is not blocked to
receive incoming connections from
NanoBSD host by
firewall.
Connect to the host serving new image and execute
updatep1 script:
&prompt.root; nc myhost 2222 | sh updatep1