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7 <title>The rEFInd Boot Manager: Installing rEFInd</title>
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12 <h1>The rEFInd Boot Manager:<br />Installing rEFInd</h1>
13
14 <p class="subhead">by Roderick W. Smith, <a
15 href="mailto:rodsmith@rodsbooks.com">rodsmith@rodsbooks.com</a></p>
16
17 <p>Originally written: 3/14/2012; last Web page update:
18 8/14/2014, referencing rEFInd 0.8.3</p>
19
20
21 <p>This Web page is provided free of charge and with no annoying outside ads; however, I did take time to prepare it, and Web hosting does cost money. If you find this Web page useful, please consider making a small donation to help keep this site up and running. Thanks!</p>
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125 <hr />
126
127 <p>This page is part of the documentation for the rEFInd boot manager. If a Web search has brought you here, you may want to start at the <a href="index.html">main page.</a></p>
128
129 <hr />
130
131 <div style="float:right; width:55%">
132
133 <p><b>Don't be scared by the length of this page!</b> Only portions of this page apply to any given user, and most people can install rEFInd from an RPM or Debian package in a matter of seconds or by using the <tt>install.sh</tt> script in minute or two.</p>
134
135 <p>Once you've obtained a rEFInd binary file, you must install it to your computer's EFI System Partition (ESP) (or conceivably to some other location). The details of how you do this depend on your OS and your computer (UEFI-based PC vs. Macintosh). The upcoming sections provide details. See the Contents sidebar to the left for links to specific installation procedures. For most Linux users, an RPM or Debian package is the best way to go. If your Linux system doesn't support these formats, though, or if you're running OS X, using the <tt>install.sh</tt> script can be a good way to go. If you're using Windows, you'll have to install manually.</p>
136
137 <p class="sidebar" style="width:95%"><b>Important:</b> A rEFInd zip file, when uncompressed, creates a directory called <tt>refind-<i>version</i></tt>, where <tt><i>version</i></tt> is the version number. This directory includes a subdirectory called <tt>refind</tt> that holds the boot loader, along with another that holds documentation, as well as miscellaneous files in <tt>refind-<i>version</i></tt> itself. When I refer to "the <tt>refind</tt> directory" on this page, I mean the directory with that precise name, not the <tt>refind-<i>version</i></tt> directory that is its parent.</p>
138
139 </div>
140
141 <div class="navbar">
142
143 <h4 class="tight">Contents</h4>
144
145 <ul class="tight">
146
147 <li class="tight"><a href="#packagefile">Installing rEFInd using an RPM or Debian package file</a></li>
148
149 <li class="tight"><a href="#installsh">Installing rEFInd Using <tt>install.sh</tt> under Linux or Mac OS X</a>
150
151 <ul class="tight">
152
153 <li class="tight"><a href="#quickstart">Quick <tt>install.sh</tt> Instructions</a></li>
154
155 <li class="tight"><a href="#extra_installsh">Extra <tt>install.sh</tt> Instructions</a></li>
156
157 </ul></li>
158
159 <li class="tight"><a href="#manual">Installing rEFInd Manually</a>
160
161 <ul>
162
163 <li class="tight"><a href="#linux">Installing rEFInd Manually Using Linux</a></li>
164
165 <li class="tight"><a href="#osx">Installing rEFInd Manually Using Mac OS X</a></li>
166
167 <li class="tight"><a href="#windows">Installing rEFInd Manually Using Windows</a></li>
168
169 <li class="tight"><a href="#efishell">Installing rEFInd Manually Using an EFI Shell</a></ul></li>
170
171 <li class="tight"><a href="#wde">Using OS X Whole-Disk Encryption</a></li>
172
173 <li class="tight"><a href="#naming">Alternative Naming Options</a>
174
175 <ul>
176
177 <li class="tight"><a href="#mvrefind">Using <tt>mvrefind.sh</tt></li>
178
179 <li class="tight"><a href="#manual_renaming">Renaming Files Manually</li>
180
181 </ul></li>
182
183 <li class="tight"><a href="#upgrading">Upgrading rEFInd</a></li>
184
185 <li class="tight"><a href="#addons">Installing Additional Components</a></li>
186
187 <li class="tight"><a href="#sluggish">Fixing a Macintosh Boot</a>
188
189 <ul>
190
191 <li class="tight"><a href="#moving">Moving rEFInd to an HFS+ Volume</a></li>
192
193 <li class="tight"><a href="#fallback">Using the Fallback Filename</a></li>
194
195 <li class="tight"><a href="#clearing">Clearing the NVRAM Entries</a></li>
196
197 <li class="tight"><a href="#wakeprobs">Fixing Wake Problems</a></li>
198
199 </ul></li>
200
201 <li class="tight"><a href="#winprob">Fixing Windows Boot Problems</a></li>
202
203 <li class="tight"><a href="#uninstalling">Uninstalling rEFInd</a></li>
204
205 </ul>
206
207 </div>
208
209 <a name="packagefile">
210 <h2>Installing rEFInd Using an RPM or Debian Package File</h2>
211 </a>
212
213 <p>Beginning with version 0.6.2, I've included RPM and Debian package files for rEFInd; and starting with version 0.8.3, I'm maintaining an Ubuntu PPA for rEFInd. If you have a working RPM-based or Debian-based Linux installation that boots in EFI mode, using one of these files is likely to be the easiest way to install rEFInd: You need only download the file and issue an appropriate installation command. In some cases, double-clicking the package in your file manager will install it. If that doesn't work, a command like the following will install the RPM on an RPM-based system:</p>
214
215 <pre class="listing"># <tt class="userinput">rpm -Uvh refind-0.8.3-1.x86_64.rpm</tt></pre>
216
217 <p>On a Debian-based system, the equivalent command is:</p>
218
219 <pre class="listing"># <tt class="userinput">dpkg -i refind_0.8.3-1_amd64.deb</tt></pre>
220
221 <p>Either command produces output similar to that described for <a href="#installsh">using the <tt>install.sh</tt> script,</a> so you can check it for error messages and other signs of trouble. The package file installs rEFInd and registers it with the EFI to be the default boot loader. The script that runs as part of the installation process tries to determine if you're using Secure Boot, and if so it will try to configure rEFInd to launch using shim; however, this won't work correctly on all systems. Ubuntu 12.10 users who are booting with Secure Boot active should be wary, since the resulting installation will probably try to use Ubuntu's version of shim, which won't work correctly with rEFInd.</p>
222
223 <a name="ppa">
224 <p>If you're using Ubuntu, you should be able to install the PPA as follows:</p></a>
225
226 <pre class="listing">$ <tt class="userinput">sudo apt-add-repository ppa:rodsmith/refind</tt>
227 $ <tt class="userinput">sudo apt-get update</tt>
228 $ <tt class="userinput">apt-get install refind</tt></pre></pre>
229
230 <p>The PPA version will update automatically with your other software, which you might or might not want to have happen. It's also built with GNU-EFI rather than with TianoCore. This last detail <i>should</i> have no practical effects, but it might be important if you've got a buggy EFI or if there's some undiscovered rEFInd bug that interacts with the build environment.</p>
231
232 <p>Since version 0.6.3, the installation script makes an attempt to install rEFInd in a bootable way even if you run the script from a BIOS-mode boot, and therefore the RPM and Debian packages do the same. I cannot guarantee that this will work, though, and even if it does, some of the tricks that <tt>install.sh</tt> uses might not last for long. You might therefore want to use <tt><a href="#mvrefind">mvrefind.sh</a></tt> to move your rEFInd installation to another name after you boot Linux for the first time from rEFInd.</p>
233
234 <p>Since version 0.6.2-2, my package files have installed the rEFInd binaries to <tt>/usr/share/refind-<tt class="variable">version</tt></tt>, the documentation to <tt>/usr/share/doc/refind-<tt class="variable">version</tt></tt>, and a few miscellaneous files elsewhere. (The PPA package omits the version number from the file paths.) Upon installation, the package runs the <tt>install.sh</tt> script to copy the files to the ESP. This enables you to re-install rEFInd after the fact by running <tt>install.sh</tt>, should some other tool or OS wipe the ESP or should the installation go awry. In such cases you can <a href="#installsh">use <tt>install.sh</tt></a> or <a href="#manual">install manually.</a></p>
235
236 <a name="installsh">
237 <h2>Installing rEFInd Using <tt>install.sh</tt> under Linux or Mac OS X</h2>
238
239 <p class="sidebar"><b>Warning:</b> If you're using a Macintosh, you should run <tt>install.sh</tt> from Mac OS X rather than from Linux. If run from Linux, rEFInd is unlikely to be fully installed. Worse, it's conceivable that running <tt>install.sh</tt> from Linux will damage your firmware, requiring that it be re-flashed. The reason is that Apple uses non-standard methods to enable a boot loader, and the Linux functions in <tt>install.sh</tt> assume standard EFI installation methods.</p>
240
241 <p>If you're using Linux or Mac OS X, the easiest way to install rEFInd is to use the <tt>install.sh</tt> script. This script automatically copies rEFInd's files to your ESP or other target location and makes changes to your firmware's NVRAM settings so that rEFInd will start the next time you boot. If you've booted to OS X or in non-Secure-Boot EFI mode to Linux on a UEFI-based PC, <tt>install.sh</tt> will probably do the right thing, so you can get by with the quick instructions. If your setup is unusual, if your computer uses Secure Boot, or if you want to create a USB flash drive with rEFInd on it, you should read the <a href="#extra_installsh">extra instructions</a> for this utility.</p>
242
243 <a name="quickstart">
244 <h3>Quick <tt>install.sh</tt> Instructions</h3>
245 </quickstart>
246
247 <p>Under Linux, the <tt>install.sh</tt> script installs rEFInd to your disk's ESP. Under Mac OS X, the script installs rEFInd to your current OS X boot partition by default; but you can install to your ESP instead by passing the script the <tt>--esp</tt> option, or to a non-boot HFS+ partition by using the <tt>--ownhfs <tt class="variable">devicefile</tt></tt> option. Under either OS, you can install to something other than the currently-running OS by using the <tt>--root <tt class="variable">/mountpoint</tt></tt> option. (See <a href="#table1">Table 1</a> for details.)</p>
248
249 <p>Under Linux, <tt>install.sh</tt> will be most reliable if your ESP is already mounted at <tt>/boot</tt> or <tt>/boot/efi</tt>, as described in more detail in the <a href="#linux">Installing rEFInd Manually Using Linux</a> section. (If you installed Linux in EFI mode, chances are your ESP is properly mounted.) If your ESP is not so mounted, <tt>install.sh</tt> will attempt to locate and mount an ESP, but this action is not guaranteed to work correctly. If you run <tt>install.sh</tt> from a BIOS/legacy-mode boot, particularly on a computer that also runs Windows, you should be aware that the tricks the script uses to install itself from BIOS mode are rather delicate. You can convert to a more conventional configuration using the <a href="#mvrefind"><tt>mvrefind.sh</tt> script.</a></p>
250
251 <p>Under OS X, <tt>install.sh</tt> attempts to install rEFInd to the OS X root partition by default. You can pass the script the <tt>--esp</tt> or <tt>--ownhfs <tt class="variable">device-file</tt></tt> option, as noted in <a href="#table1">Table 1,</a> to modify the installation location. This is helpful, and even necessary, in some cases, such as when your computer uses whole-disk encryption or if you use suspend-to-disk features.</p>
252
253 <p>A sample run under Linux looks something like this:</p>
254
255 <pre class="listing">
256 # <tt class="userinput">./install.sh</tt>
257 Installing rEFInd on Linux....
258 ESP was found at /boot/efi using vfat
259 Installing driver for ext4 (ext4_x64.efi)
260 Copied rEFInd binary files
261
262 Copying sample configuration file as refind.conf; edit this file to configure
263 rEFInd.
264
265
266 Installation has completed successfully.</pre>
267
268 <p>The output under OS X is a bit different:</p>
269
270 <pre class="listing">
271 $ <tt class="userinput">./install.sh</tt>
272 Not running as root; attempting to elevate privileges via sudo....
273 Password:
274 Installing rEFInd on OS X....
275 Installing rEFInd to the partition mounted at '/'
276 Copied rEFInd binary files
277
278 Copying sample configuration file as refind.conf; edit this file to configure
279 rEFInd.
280
281
282 WARNING: If you have an Advanced Format disk, *DO NOT* attempt to check the
283 bless status with 'bless --info', since this is known to cause disk corruption
284 on some systems!!
285
286
287 Installation has completed successfully.</pre>
288
289 <p>In either case, the details of the output differ depending on your existing configuration and how you ran the program. Unless you see an obvious warning or error, you shouldn't be concerned about minor deviations from these examples. If you run into such a situation, or if you want to install in an unusual way, read on....</p>
290
291 <a name="extra_installsh">
292 <h3>Extra <tt>install.sh</tt> Instructions</h3>
293 </a>
294
295 <p>Some details that can affect how the script runs include the following:</p>
296
297 <ul>
298
299 <li>If you run the script as an ordinary user, it attempts to acquire
300 <tt>root</tt> privileges by using the <tt>sudo</tt> command. This works
301 on Mac OS X and some Linux installations (such as under Ubuntu or if
302 you've added yourself to the <tt>sudo</tt> users list), but on some
303 Linux installations this will fail. On such systems, you should run
304 <tt>install.sh</tt> as <tt>root</tt>.</li>
305
306 <li>Under OS X, you can run the script with a mouse by opening a Terminal
307 session and then dragging-and-dropping the <tt>install.sh</tt> file to
308 the Terminal window. You'll need to press the Return or Enter key to
309 run the script.</li>
310
311 <li>If you're using OS X 10.7's Whole Disk Encryption (WDE) feature, you
312 <i>must</i> install rEFInd to the ESP, so the <tt>--esp</tt> or
313 <tt>--ownhfs <tt class="variable">device-file</tt></tt> option to
314 <tt>install.sh</tt> is required. I'm still a little bit foggy about
315 what's required to boot the system once this is done; see <a
316 href="https://sourceforge.net/p/refind/discussion/general/thread/5c7d0195/">this
317 forum thread</a> for a discussion of the topic.</li>
318
319 <li>If you're replacing rEFIt with rEFInd on a Mac, there's a chance that
320 <tt>install.sh</tt> will warn you about the presence of a program
321 called <tt>/Library/StartupItems/rEFItBlesser</tt> and ask if you want
322 to delete it. This program is designed to keep rEFIt set as the boot
323 manager by automatically re-blessing it if the default boot manager
324 changes. This is obviously undesirable if you install rEFInd as your
325 primary boot manager, so it's generally best to remove this program. If
326 you prefer to keep your options open, you can answer <tt
327 class="userinput">N</tt> when <tt>install.sh</tt> asks if you want to
328 delete rEFItBlesser, and instead manually copy it elsewhere. If you
329 subsequently decide to go back to using rEFIt as your primary boot
330 manager, you can restore rEFItBlesser to its place.</li>
331
332 <li>If you're using OS X and an Advanced Format disk, heed the warning that
333 <tt>install.sh</tt> displays and <i><b>do not</b></i> use <tt>bless
334 --info</tt> to check your installation status; this combination has
335 been reported to cause disk corruption on some Macs!</li>
336
337 <li>If you intend to boot BIOS-based OSes on a UEFI-based PC, you
338 <i>must</i> edit the <tt>refind.conf</tt> file's <tt>scanfor</tt> line
339 to enable the relevant searches. This is <i>not</i> necessary on Macs,
340 though; because of the popularity of dual boots with Windows on Macs,
341 the BIOS/legacy scans are enabled by default on Macs.</li>
342
343 <li>On Linux, <tt>install.sh</tt> checks the filesystem type of the
344 <tt>/boot</tt> directory and, if a matching filesystem driver is
345 available, installs it. Note that the "<tt>/boot</tt> directory" may be
346 on a separate partition or it may be part of your root (<tt>/</tt>)
347 filesystem, in which case the driver for your root filesystem is
348 installed. This feature is unlikely to work properly from an emergency
349 system, although it might if you have a separate <tt>/boot</tt>
350 partition and if you mount that partition at <tt>/boot</tt> in your
351 emergency system, and the ESP at <tt>/boot/efi</tt>.</li>
352
353 <li>If you run <tt>install.sh</tt> on Linux and if
354 <tt>/boot/refind_linux.conf</tt> doesn't already exist,
355 <tt>install.sh</tt> creates this file and populates it with a few
356 sample entries. If <tt>/boot</tt> is on a FAT partition (or HFS+ on a
357 Mac), or if it's on an ext2fs, ext3fs, ext4fs, ReiserFS, or HFS+
358 partition and you install an appropriate driver, the
359 result is that rEFInd will detect your kernel and will probably boot it
360 correctly. Some systems will require manual tweaking to
361 <tt>refind_linux.conf</tt>, though&mdash;for instance, to add
362 <tt>dolvm</tt> to the boot options on Gentoo systems that use LVM.</li>
363
364 </ul>
365
366 <p>In addition to these quirks, you should be aware of some options that <tt>install.sh</tt> supports to enable you to customize your installation in various ways. The syntax for <tt>install.sh</tt> is as follows:</p>
367
368 <pre class="listing">
369 install.sh [--esp | --usedefault <tt class="variable">device-file</tt> | --root <tt class="variable">mount-point</tt> | \
370 --ownhfs <tt class="variable">device-file</tt> ] \
371 [--nodrivers | --alldrivers] [--shim <tt class="variable">shim-filename</tt>] [--localkeys] [--yes]
372 </pre>
373
374 <p>The details of the options are summarized in <a href="#table1">Table 1.</a> Broadly speaking, they come in four classes: installation location options (<tt>--esp</tt>, <tt>--usedefault</tt>, and <tt>--root</tt>), driver options (<tt>--nodrivers</tt> and <tt>--alldrivers</tt>), Secure Boot options (<tt>--shim</tt> and <tt>--localkeys</tt>), and a user input option (<tt>--yes</tt>). Using some of these options in unusual conditions can generate warnings and prompts to confirm your actions. In particular, using <tt>--shim</tt> or <tt>--localkeys</tt> when you're <i>not</i> booted in Secure Boot mode, or failing to use <tt>--shim</tt> when you <i>are</i> booted in Secure Boot mode, will generate a query and a request to confirm your installation. Consult the <a href="secureboot.html">Managing Secure Boot</a> page for more on this topic.</p>
375
376 <table border="1" cellpadding="1" cellspacing="2" summary="Table 1: Options to <tt>install.sh</tt>"><a name="table1"><caption><b>Table 1: Options to <tt>install.sh</tt></b></caption></a>
377 <tr>
378 <th>Option</th>
379 <th>Explanation</th>
380 </tr>
381 <tr>
382 <td><tt>--esp</tt></td>
383 <td>This option tells <tt>install.sh</tt> to install rEFInd to the ESP of your computer. This option is only useful on OS X; on Linux, installing to the ESP is a practical necessity, so <tt>--esp</tt> is implicit on Linux. Be aware that some users have reported sluggish boots when installing rEFInd to the ESP on Macs. Installing rEFInd anywhere but the ESP makes little sense on UEFI-based PCs, except for the partial exception of removable boot media, which you can prepare with <tt>--usedefault</tt>.</td>
384 </tr>
385 <tr>
386 <td><tt>--usedefault <tt class="variable">device-file</tt></tt></td>
387 <td>You can install rEFInd to a disk using the default/fallback filename of <tt>EFI/BOOT/bootx64.efi</tt> (and <tt>EFI/BOOT/bootia32.efi</tt>, if the 32-bit build is available) using this option. The <tt class="variable">device-file</tt> should be an <i>unmounted</i> ESP, or at least a FAT partition, as in <tt>--usedefault /dev/sdc1</tt>. Your computer's NVRAM entries will <i>not</i> be modified when installing in this way. The intent is that you can create a bootable USB flash drive or install rEFInd on a computer that tends to "forget" its NVRAM settings with this option. This option is mutually exclusive with <tt>--esp</tt> and <tt>--root</tt> (except for implicit use of <tt>--esp</tt> on Linux).</td>
388 </tr>
389 <tr>
390 <td><tt>--ownhfs <tt class="variable">device-file</tt></tt></td>
391 <td>This option should be used <i>only</i> under OS X. It's used to install rEFInd to an HFS+ volume <i>other than</i> a standard Mac boot volume. The result should be that rEFInd will show up in the Mac's own boot manager. More importantly, suspend-to-RAM operations may work correctly. Note that this option requires an HFS+ volume that is <i>not</i> currently an OS X boot volume. This can be a data volume or a dedicated rEFInd partition. The ESP might also work, if it's converted to use HFS+.</td>
392 </tr>
393 <tr>
394 <td><tt>--root <tt class="variable">/mount-point</tt></tt></td>
395 <td>This option is intended to help install rEFInd from a "live CD" or other emergency system. To use it, you should mount your regular installation at <tt class="variable">/mount-point</tt>, including your <tt>/boot</tt> directory (if it's separate) at <tt class="variable">/mount-point</tt><tt>/boot</tt> and (on Linux) your ESP at that location or at <tt class="variable">/mount-point</tt><tt>/boot/efi</tt>. The <tt>install.sh</tt> script then installs rEFInd to the appropriate location&mdash;on Linux, <tt class="variable">/mount-point</tt><tt>/boot/EFI/refind</tt> or <tt class="variable">/mount-point</tt><tt>/boot/efi/EFI/refind</tt>, depending on where you've mounted your ESP; or on OS X, to <tt class="variable">/mount-point</tt><tt>/EFI/refind</tt>. The script also adds an entry to your NVRAM for rEFInd at this location. You cannot use this option with either <tt>--esp</tt> or <tt>--usedefault</tt>, except for implicit use of <tt>--esp</tt> on Linux. Note that this option is <i>not</i> needed when doing a dual-boot Linux/OS X installation; just install normally in OS X.</td>
396 </tr>
397 <tr>
398 <td><tt>--nodrivers</tt></td>
399 <td>Ordinarily <tt>install.sh</tt> attempts to install the driver required to read <tt>/boot</tt> on Linux. This attempt works only if you're using ext2fs, ext3fs, ext4fs, or ReiserFS on the relevant partition. If you want to forego this driver installation, pass the <tt>--nodrivers</tt> option. This option is the default on OS X or when you use <tt>--usedefault</tt>.</td>
400 </tr>
401 <tr>
402 <td><tt>--alldrivers</tt></td>
403 <td>When you specify this option, <tt>install.sh</tt> copies <i>all</i> the driver files for your architecture. You may want to remove unused driver files after you use this option, especially if your computer uses Secure Boot.</td>
404 </tr>
405 <tr>
406 <td><tt>--shim <tt class="variable">shim-filename</tt></tt> or <tt>--preloader <tt class="variable">preloader-filename</tt></tt></td>
407 <td>If you pass this option to <tt>install.sh</tt>, the script will copy the specified shim program file to the target directory, copy the <tt>MokManager.efi</tt> file from the shim program file's directory to the target directory, copy the 64-bit version of rEFInd as <tt>grubx64.efi</tt>, and register shim with the firmware. (If you also specify <tt>--usedefault</tt>, the NVRAM registration is skipped.) When the target file is identified as PreLoader, much the same thing happens, but <tt>install.sh</tt> copies <tt>HashTool.efi</tt> instead of <tt>MokManager.efi</tt> and copies rEFInd as <tt>loader.efi</tt> rather than as <tt>grubx64.efi</tt>. The intent is to simplify rEFInd installation on a computer that uses Secure Boot; when so set up, rEFInd will boot in Secure Boot mode, with one caveat: The first time you boot, MokManager/HashTool will launch, and you must use it to locate and install a public key or register rEFInd as a trusted application. The rEFInd public key file will be located in the rEFInd directory's <tt>keys</tt> subdirectory under the name <tt>refind.cer</tt>. Note that I'm not providing a shim binary myself, but you can download one from <a href="http://www.codon.org.uk/~mjg59/shim-signed/">here.</a> Some distributions also provide their own shim programs, so can point to them&mdash;for instance, in <tt>/boot/efi/EFI/fedora/shim.efi</tt>.</td>
408 </tr>
409 <tr>
410 <td><tt>--localkeys</tt></td>
411 <td>This option tells <tt>install.sh</tt> to generate a new Machine Owner Key (MOK), store it in <tt>/etc/refind.d/keys</tt> as <tt>refind_local.*</tt>, and re-sign all the 64-bit rEFInd binaries with this key before installing them. This is the preferable way to install rEFInd in Secure Boot mode, since it means your binaries will be signed locally rather than with my own key, which is used to sign many other users' binaries; however, this method requires that both the <tt>openssl</tt> and <tt>sbsign</tt> binaries be installed. The former is readily available in most distributions' repositories, but the latter is not, so this option is not the default.</td>
412 </tr>
413 <tr>
414 <td><tt>--yes</tt></td>
415 <td>This option causes the script to assume a <tt>Y</tt> input to every yes/no prompt that can be generated under certain conditions, such as if you specify <tt>--shim</tt> but <tt>install.sh</tt> detects no evidence of a Secure Boot installation. This option is intended mainly for use by scripts such as those that might be used as part of an installation via an RPM or Debian package.</td>
416 </tr>
417 </table>
418
419 <p>In any event, you should peruse the script's output to ensure that everything looks OK. <tt>install.sh</tt> displays error messages when it encounters errors, such as if the ESP is mounted read-only or if you run out of disk space. You may need to correct such problems manually and re-run the script. In some cases you may need to fall back on manual installation, which gives you better control over details such as which partition to use for installation.</p>
420
421 <a name="manual">
422 <h2>Installing rEFInd Manually</h2>
423 </a>
424
425 <p>Sometimes the <tt>install.sh</tt> script just won't do the job, or you may need to install using an OS that it doesn't support, such as Windows. In these cases, you'll have to install rEFInd the old-fashioned way, using file-copying commands and utilities to add the program to your EFI's boot loader list. I describe how to do this with <a href="#linux">Linux</a>, <a href="#osx">OS X</a>, <a href="#windows">Windows</a>, and <a href="#efishell">the EFI shell.</a></p>
426
427 <a name="linux">
428 <h3>Installing rEFInd Manually Using Linux</h3>
429 </a>
430
431 <p>On a UEFI-based PC, you'll normally install rEFInd to the ESP, which is usually mounted at <tt>/boot/efi</tt>. You can verify that this is the case by using the <tt>df</tt> command:</p>
432
433 <pre class="listing">
434 $ <b>df /boot/efi</b>
435 Filesystem 1K-blocks Used Available Use% Mounted on
436 /dev/sda1 191284 16604 174681 9% /boot/efi
437 </pre>
438
439 <p class="sidebar"><b>Warning:</b> If you're running Linux on a Mac, I recommend you install rEFInd under OS X. The Mac's boot process deviates a bit from EFI standards, so you'll probably have to use a tool called <tt>bless</tt> under Mac OS to do the job. Alternatively, there's a new Linux program, <tt>hfs-bless</tt>, part of the <a href="http://www.codon.org.uk/~mjg59/mactel-boot/"><tt>mactel-boot</tt></a> package, that's supposed to work with <tt>efibootmgr</tt> to make a Mac HFS partition bootable. I've not yet tried it, though. There are also reports that the <tt>efibootmgr</tt> tool used under Linux can corrupt some Macs' firmware. Although I've seen some vague suggestions that this problem has been fixed under 3.<i>x</i> kernels, I haven't tested this claim.</p>
440
441 <p>This example shows that <tt>/dev/sda1</tt> is mounted at <tt>/boot/efi</tt>, which is a typical configuration. (The ESP can be on another disk or partition, but <tt>/dev/sda1</tt> is the most common place for an ESP.) If your output shows <tt>/boot</tt> or <tt>/</tt> under the <tt>Mounted on</tt> column, then your ESP isn't mounted. (An exception is if you're mounting the ESP at <tt>/boot</tt>. This is an unusual configuration. If you're using it, you can proceed, making suitable adjustments to subsequent commands.) If you get a <tt>df: `/boot/efi': No such file or directory</tt> error message, then the <tt>/boot/efi</tt> directory doesn't even exist. In such cases, you may need to jump through some extra hoops, as described on my <a href="http://www.rodsbooks.com/efi-bootloaders/installation.html">EFI Boot Loader Installation</a> page.</p>
442
443 <p>Assuming the ESP is mounted at <tt>/boot/efi</tt>, you can install the rEFInd files as follows (you must be <tt>root</tt> to issue these commands, or precede each of them with <tt><b>sudo</b></tt>):</p>
444
445 <ol>
446
447 <li>Type <tt><b>cp -r refind /boot/efi/EFI/</b></tt> from the <tt>refind-<i>version</i></tt> directory in which the <tt>refind</tt> directory exists. This copies all the files that rEFInd needs to work. Note that this includes <i>all</i> of rEFInd's drivers. This command also copies the rEFInd binaries as signed by me; if you prefer to re-sign the binaries yourself, you'll have to do so before or during the copy operation, as described on the <a href="secureboot.html">Managing Secure Boot</a> page.</li>
448
449 <li>Type <tt><b>cd /boot/efi/EFI/refind</b></tt> to change into rEFInd's new directory on the ESP.</li>
450
451 <li>Type <tt><b>rm refind_ia32.efi</b></tt> to remove the IA32 binary if you're using an <i>x</i>86-64 (64-bit) system; or type <tt><b>rm refind_x64.efi</b></tt> to remove the <i>x</i>86-64 binary if you're using an <i>x</i>86 (32-bit) system. (Note that you must keep the version that's the correct bit width for your EFI; if you've installed a 32-bit Linux on a 64-bit PC with a 64-bit EFI, you'd keep <tt>refind_x64.efi</tt>.</li>
452
453 <li>Optionally, type <tt class="userinput">rm -r drivers_ia32</tt> to remove the <i>x</i>86 drivers from an <i>x</i>86-64 system, or <tt class="userinput">rm -r drivers_x64</tt> to remove the <i>x</i>86-64 drivers from a 32-bit <i>x</i>86 system. You may also want to remove some or all of the drivers for the architecture you are using. If you don't need them, they'll slow down the start process, and worse, if you're using Secure Boot, rEFInd can load just one shim/MOK-signed driver. See the <a href="drivers.html">page on drivers</a> for more on this topic.</li>
454
455 <li>Rename the configuration file by typing <tt><b>mv refind.conf-sample refind.conf</b></tt>. Consult the <a href="configfile.html">Editing the rEFInd Configuration File</a> page for information on how to adjust your options.</li>
456
457 <p class="sidebar"><b>Weird:</b> A <a href="http://mjg59.dreamwidth.org/20187.html">bug exists</a> in some Lenovo computers (and perhaps in some others, too) that causes the firmware's boot manager to refuse to boot any boot loader that doesn't have the name <tt>Windows Boot Manager</tt> or <tt>Red Hat Enterprise Linux</tt>. If you have such a system, you must pass one of those names (in quotes) rather than <tt>rEFInd</tt> to <tt>efibootmgr</tt> via its <tt>-L</tt> option. This bug was reported to Lenovo in mid-November 2012, and by late 2013, at least some Lenovos were mercifully free of this bug.</p>
458
459 <a name="efibootmgr">
460 <li>On a UEFI-based system, type <tt><b>efibootmgr -c -l \\EFI\\refind\\refind_x64.efi -L rEFInd</b></tt> to add rEFInd to your EFI's list of available boot loaders, which it stores in NVRAM. Adjust the path to the binary as required if you install somewhere else. You may also need to include additional options if your ESP isn't on <tt>/dev/sda1</tt> or if your configuration is otherwise unusual; consult the <tt>efibootmgr</tt> man page for details. You may need to install this program on some systems; it's a standard part of most distributions' repositories. Also, if you're installing in Secure Boot mode, you must normally register <tt>shim.efi</tt> rather than the rEFInd binary, and rename <tt>refind_x64.efi</tt> to <tt>grubx64.efi</tt>.</li>
461 </a>
462
463 <li>If other boot loaders are already installed, you can use <tt>efibootmgr</tt> to adjust their boot order. For instance, <b><tt>efibootmgr -o 3,7,2</tt></b> sets the firmware to try boot loader #3 first, followed by #7, followed by #2. (The program should have displayed a list of boot loaders when you added yours in the preceding step.) Place rEFInd's number first to set it as the default boot program.</li>
464
465 </ol>
466
467 <p>Note the use of doubled-up backslashes (<tt>\\</tt>) rather than forward slashes (<tt>/</tt>) in the directory separators when using <tt>efibootmgr</tt>. This command will work on most systems that are already booted into EFI mode; however, it won't work if you're booted in BIOS mode. You may also need to add options if your ESP is in some unusual location or if your system is unusual in some way. Consult the <tt>efibootmgr</tt> man page if you need help.</p>
468
469 <p>On some systems, <tt>efibootmgr</tt> won't do what you expect. On such systems, you may have better luck renaming the rEFInd files, as described in the <a href="#naming">Alternative Naming Options</a> section.</p>
470
471 <a name="osx">
472 <h3>Installing rEFInd Manually Using Mac OS X</h3>
473 </a>
474
475 <p>Before installing rEFInd on a Mac, you must determine whether it uses a 32-bit or 64-bit EFI implementation. Most Intel-based Macs have 64-bit EFIs, so you should use the <tt>refind_x64.efi</tt> file with them; but very early Intel-based Macs have 32-bit EFIs (and sometimes 32-bit CPUs), which require the <tt>refind_ia32.efi</tt> file. You can determine whether your Mac needs the <i>x</i>86-64 or IA32 build by typing the following command in a Mac Terminal window:</p>
476
477 <pre class="listing">
478 $ <b>ioreg -l -p IODeviceTree | grep firmware-abi</b>
479 </pre>
480
481 <p>The result should include either <tt>EFI32</tt> or <tt>EFI64</tt>, indicating that you should use the <tt>refind_ia32.efi</tt> or <tt>refind_x64.efi</tt> binary, respectively.</p>
482
483 <p class="sidebar"><b>Warning:</b> Numerous rEFIt bug reports indicate disk corruption problems on disks over about 500 GiB. <a href="https://sourceforge.net/tracker/?func=detail&aid=3218104&group_id=161917&atid=821764">This</a> report on the problem, and particularly the post by mic-marchen, suggests that the problem is related to a bug in OS X's <tt>bless</tt> utility, and particularly its <tt>--info</tt> option, that causes it to corrupt data on disks with 4 KiB sectors. These <i>Advanced Format</i> disks are becoming increasingly common, particularly at larger disk sizes. Therefore, I <i>strongly</i> recommend that you <i>not</i> type <tt class="userinput">sudo bless --info</tt> to check the status of your installation if you have such a disk, or even if you suspect you might have such a disk. (I've seen Advanced Format disks as small as 320 GB.)</p>
484
485 <p>The procedure for installing rEFInd on a Mac is similar to that for installing it under Linux, except that you can (and probably should) install it to OS X's system partition or some other HFS+ partition rather than to the ESP, and you must use the <tt>bless</tt> utility rather than <tt>efibootmgr</tt>. To be precise, you should follow these steps:</p>
486
487 <ol>
488
489 <li>Open a Terminal window in which you'll type the following
490 commands.</li>
491
492 <li>If you want to install rEFInd on your ESP, you must first mount it. You
493 can do this by typing <b><tt>mkdir /Volumes/esp</tt></b> followed by
494 <b><tt>sudo mount -t msdos /dev/disk0s1 /Volumes/esp</tt></b>. Note
495 that this step is usually optional, and it makes the procedure a bit
496 more complex, so you might want to forego it. On the other hand,
497 installing to the ESP is required if you're using the whole-disk
498 encryption feature of OS X 10.7. Note that you may need to change
499 <tt>/dev/disk0s1</tt> to something else if your ESP is at an unusual
500 location. Use a tool such as my <a
501 href="http://www.rodsbooks.com/gdisk/">GPT fdisk (<tt>gdisk</tt>)</a>
502 to examine your partition table to find your ESP if necessary.</li>
503
504 <li>Type <b><tt>sudo mkdir -p /efi/refind</tt></b> to create a suitable
505 directory for rEFInd. If you want to place rEFInd on the ESP or some
506 other partition, you should adjust the pathname appropriately, as in
507 <tt>/Volumes/esp/efi/refind</tt>. Alternatively, you can use the Finder
508 to create the directory.</li>
509
510 <li>Copy the files in the <tt>refind</tt> subdirectory of the rEFInd binary
511 package to the like-named directory you've just created. You can do
512 this in the Finder or by typing <b><tt>sudo cp -r refind/*
513 /efi/refind/</tt></b> in your Terminal window after changing into the
514 rEFInd package's main directory.</li>
515
516 <li>Remove the file for the version of rEFInd you're not using, as in
517 <b><tt>sudo rm /efi/refind/refind_ia32.efi</tt></b> on a Mac with a
518 64-bit EFI or <b><tt>sudo rm /efi/refind/refind_x64.efi</tt></b> on a
519 Mac with a 32-bit EFI.</li>
520
521 <li>Optionally, remove the drivers directory for the architecture you're
522 not using&mdash;<tt>/efi/refind/drivers_ia32</tt> or
523 <tt>/efi/refind/drivers_x64</tt>, as appropriate. You may also want to
524 remove some or all of the drivers for the architecture you are using;
525 if you don't need them, they'll slow down the start process. See the <a
526 href="drivers.html">page on drivers</a> for more on this topic. Note
527 that Apple's firmware includes its own HFS+ driver, so the HFS+ driver
528 provided with rEFInd is useless on Macs.</li>
529
530 <li>If this is your first installation, type <b><tt>sudo mv
531 /efi/refind/refind.conf-sample /efi/refind/refind.conf</tt></b>
532 (adjusting the path as necessary) to rename the sample configuration
533 file so that it will serve as a real configuration file. (Again, you
534 can do this with the Finder, if you prefer.)</li>
535
536 <li>"Bless" rEFInd by typing one of the following two commands:
537 <ul>
538 <li>If you're installing rEFInd to an ordinary HFS+ volume, type <tt
539 class="userinput">sudo bless --setBoot --folder /efi/refind --file
540 /efi/refind/refind_x64.efi</tt>. (Adjust the path and filename as
541 necessary if you're placing rEFInd somewhere else or using the
542 32-bit version.)</li>
543 <li>If you're installing rEFInd on the ESP, type <tt
544 class="userinput">sudo bless --mount /Volumes/esp --setBoot --file
545 /Volumes/esp/efi/refind/refind_x64.efi</tt>, adjusting the mount
546 point and exact path to the file as appropriate for your
547 installation.</li>
548 </ul>
549 As per the Warning earlier, <i>do not</i> use <tt>bless</tt>'s
550 <tt>--info</tt> option to try to confirm the change to the boot status
551 unless you're certain you do <i>not</i> have an Advanced Format hard
552 disk.</li>
553
554 <li>If you don't want to reboot immediately after installing rEFInd, you
555 may optionally unmount the ESP by typing <tt class="userinput">sudo
556 umount /dev/disk0s1</tt> or <tt class="userinput">sudo umount
557 /Volumes/esp</tt>. This step isn't strictly required, but if you want
558 to keep the ESP out of your directory tree, it can be useful.</li>
559
560 </ol>
561
562 <p>When you reboot, your Mac should bring up the rEFInd menu, and should continue to do so thereafter. If you make changes that break this association, you can re-run the <tt>bless</tt> command (if necessary, restoring the rEFInd files first). This might be necessary after installing system updates from Apple or if you upgrade rEFInd to a newer version.</p>
563
564 <p>If you're replacing rEFIt, you may discover that rEFInd works on the first boot, but the system reverts back to rEFIt or a direct boot to OS X on the second boot. To fix this problem, you can remove the rEFItBlesser program, which is located at <tt>/Library/StartupItems/rEFItBlesser</tt>. This program attempts to keep rEFIt set as the default boot loader, but it also has the purpose of protecting the computer from launching the wrong OS after waking from sleep. If you want that protection, my suggestion is to install rEFIt and rEFItBlesser and then replace the <tt>refit.efi</tt> file with <tt>refind_x64.efi</tt> or <tt>refind_ia32.efi</tt> (renaming it to <tt>refit.efi</tt>. Used in this way, rEFInd will still look for its own configuration file, <tt>refind.conf</tt>, so you'll need to move it but <i>not</i> rename it. If you don't move the icons from the rEFInd package, your icons will continue to look like rEFIt icons, and you'll be missing the new icons for specific Linux distributions that rEFInd provides. One final caveat: It's conceivable that rEFItBlesser is what's causing filesystem corruption for some users, so if you've been having this problem with rEFIt, it might be worth disabling this program and not using it with rEFInd.</p>
565
566 <p>If you want to remove rEFInd from your system, you can delete its files. The Mac will revert to booting using whatever standard boot loader it can find. Alternatively, you can use <tt>bless</tt> to bless another EFI boot loader. The GUI Startup Disk utility in System Preferences provides a simplified interface that enables you to select which OS X installation to boot, but it doesn't look for non-Apple boot loaders, so you can't use it to enable rEFInd.</p>
567
568 <a name="windows">
569 <h3>Installing rEFInd Manually Using Windows</h3>
570 </a>
571
572 <p class="sidebar"><b>Warning:</b> Windows 8 implements a fast shutdown feature that helps speed up shutdown and startup operations on a single-boot computer. Unfortunately, this feature can cause filesystem corruption if it's used on a multi-boot computer. You can disable the feature by launching an Administrator Command Prompt window and typing <tt class="userinput">powercfg /h off</tt> in it.</p>
573
574 <p>To install rEFInd under Windows, you must first find a way to access the ESP, which Windows normally hides from view. One way to accomplish this goal, and to proceed forward once the ESP is accessible, is as follows:</p>
575
576 <ol>
577
578 <li>Locate Command Prompt in the Start menu, right-click it, and select Run as Administrator. This action opens a Command Prompt window with administrative privileges.</li>
579
580 <li>Type <b><tt>mountvol S: /S</tt></b> in the Administrator Command Prompt window. This makes the ESP accessible as drive <tt>S:</tt> from that window. (You can use a drive identifier other than <tt>S:</tt> if you like.)</li>
581
582 <li>Change into the main rEFInd package directory, so that the <tt>refind</tt> subdirectory is visible when you type <b><tt>dir</tt></b>.</li>
583
584 <li>Type <b><tt>xcopy /E refind S:\EFI\refind\</tt></b> to copy the <tt>refind</tt> directory tree to the ESP's <tt>EFI</tt> directory. If you omit the trailing backslash from this command, <tt>xcopy</tt> will ask if you want to create the <tt>refind</tt> directory. Tell it to do so.</li>
585
586 <li>Type <b><tt>S:</tt></b> to change to the ESP.</li>
587
588 <li>Type <b><tt>cd EFI\refind</tt></b> to change into the <tt>refind</tt> subdirectory</li>
589
590 <li>You may want to selectively delete some of the drivers in the <tt>drivers_x64</tt> or <tt>drivers_ia32</tt> directory, depending on your architecture and needs. Unnecessary drivers will slow the rEFInd start process. See the <a href="drivers.html">page on drivers</a> for more on this topic.</li>
591
592 <li>Type <b><tt>rename refind.conf-sample refind.conf</tt></b> to rename rEFInd's configuration file.</li>
593
594 <li>Type <b><tt>bcdedit /set {bootmgr} path \EFI\refind\refind_x64.efi</tt></b> to set rEFInd as the default EFI boot program. Note that <tt>{bootmgr}</tt> is entered as such; that's not a notation for a variable. Also, change <tt>refind_x64.efi</tt> to <tt>refind_ia32.efi</tt> on systems with 32-bit EFIs. Such computers are rare, and most of them are tablets. Check your Windows bit depth to determine which binary you should use.</li>
595
596 <li>If you like, type <b><tt>bcdedit /set {bootmgr} description "<i>rEFInd description</i>"</tt></b> to set a description (change <tt><i>rEFInd description</i></tt> as you see fit).</li>
597
598 </ol>
599
600 <p>At this point, when you reboot, rEFInd should appear as your new default boot program. One caveat: My only EFI Windows installation uses UEFI DUET, which "forgets" its boot options upon reboot. Thus, I'm unable to test the last two steps (which were provided by a helpful user) myself. If it doesn't work for you, you have several other options, such as:</p>
601
602 <ul>
603
604 <li>You can rename files on the ESP. as described in the next section, <a href="#naming">Alternative Naming Options.</a></li>
605
606 <li>You can boot from an optical disc into an emergency OS to do the job. Ubuntu, for instance, provides an EFI-bootable installer with a "try before installation" mode. You'll need to type <b><tt>sudo apt-get install efibootmgr</tt></b> to install <tt>efibootmgr</tt>, but you can then use that program as described <a href="#efibootmgr">earlier</a>. (If you're using Ubuntu, you'll need to precede the command with <b><tt>sudo</tt></b>. If you use an Ubuntu image, you can install rEFInd <a href="#ppa">via its PPA,</a> which is an easy way to do the job. (In fact, the rEFInd PPA depends on the <tt>efibootmgr</tt> package, so you shouldn't need to manually install it.) The PPA approach may even be easier than installing from Windows using its tools, at least if you're familiar with Linux and have an Ubuntu desktop image handy.</li>
607
608 <li>You may be able to use rEFInd's bootable CD image to use rEFInd to boot an OS that's been installed but rendered inoperable because of changes to your boot order. You can then use <tt>efibootmgr</tt>, <tt>bless</tt>, or some other tool to restore rEFInd as the default boot loader.</li>
609
610 </ul>
611
612 <a name="efishell">
613 <h3>Installing rEFInd Manually Using an EFI Shell</h3>
614 </a>
615
616 <p class="sidebar"><b>Warning:</b> Do not attempt to use the procedure described in this section on a Macintosh. Macs have a strange EFI implementation that does not use the EFI variables that this procedure manipulates. Therefore, chances are this procedure simply won't work. It's conceivable that this procedure will actually cause problems, but I'm not curious enough to try it and risk damaging my Mac!</p>
617
618 <p>If you can't currently boot any OS (say, because a firmware update has wiped your NVRAM entries), you may find it convenient to install rEFInd using an EFI version 2 shell. Unfortunately, the <tt>bcfg</tt> command described here is not available in the EFI version 1 shell, and the version 2 shell is unusable on many firmware implementations prior to 2.3.1. Thus, this procedure won't work for all systems.</p>
619
620 <p>In addition to emergency situations, using <tt>bcfg</tt> can be desirable if <tt>efibootmgr</tt> or other OS-hosted tools don't do the job. This happens under VirtualBox, for instance. An alternative in such cases can be to use <a href="#naming">alternative names for rEFInd.</a></p>
621
622 <p>To begin, you must have a way to launch your shell. Unfortunately, this can pose a dilemma, since without rEFInd or some other boot manager, many EFI implementations lack the means to launch a shell. Some will do so, though, if the shell is stored as <tt>shellx64.efi</tt> (for <i>x</i>86-64) or <tt>shellia32.efi</tt> (for <i>x</i>86) in the root directory of the ESP. Thus, you can try copying your shell file there. You can obtain EFI 2 shells here:</p>
623
624 <ul>
625
626 <li><a href="https://edk2.svn.sourceforge.net/svnroot/edk2/trunk/edk2/ShellBinPkg/UefiShell/X64/Shell.efi"><i>x</i>86-64 (64-bit) shell 2</a></li>
627
628 <li><a href="https://edk2.svn.sourceforge.net/svnroot/edk2/trunk/edk2/ShellBinPkg/UefiShell/Ia32/Shell.efi"><i>x</i>86 (32-bit) shell 2</a></li>
629
630 <li><a href="http://dl.dropbox.com/u/17629062/Shell2.zip">Alternate <i>x</i>86-64 (64-bit) shell 2 for older EFIs</a></li>
631
632 </ul>
633
634 <p>Note that the IA32 shell included in rEFInd's CD-R image version is a version 1 shell, so you can't use it for this purpose. You can, however, copy rEFInd's files from the CD-R. You can even launch the version 1 shell included with rEFInd and then use that to launch a version 2 shell. The <i>x</i>86-64 shell on the CD-R is the alternate shell, which should work on any <i>x</i>86-64 computer. Once you've booted the shell, you can proceed as follows:</p>
635
636 <ol>
637
638 <li>If you haven't installed rEFInd previously, unpack its zip file to a
639 FAT partition. This can be the ESP itself or another partition, such as
640 a USB flash drive. If you're simply repairing a lost NVRAM entry, you
641 needn't move your existing rEFInd files.</li>
642
643 <li>Identify your filesystems, which are labelled with the form <tt>fs<tt
644 style="variable">n</tt>:</tt>, as in <tt>fs0:</tt> for the first
645 filesystem, <tt>fs1:</tt> for the second, and so on. Type the
646 filesystem number followed by the Enter key to begin using it. You can
647 then type <tt class="userinput">ls</tt> or <tt
648 class="userinput">dir</tt> to see the contents of the filesystem.
649 Chances are your ESP will be <tt>fs0:</tt>, but it could be something
650 else. (The following steps assume your ESP is <tt>fs0:</tt>; you'll
651 need to adjust them if it's not.) If rEFInd's source files are on
652 another device, you must identify it, too.</li>
653
654 <p class="sidebar"><b>Note:</b> Skip ahead to step #9 if you're merely re-activating an already-installed rEFInd binary. If an entry exists but it's no longer the primary one, you can skip ahead to step #14.</p>
655
656 <li>If necessary, create a directory for rEFInd by typing <tt
657 class="userinput">mkdir fs0:\EFI\refind</tt>. (If the <tt>fs0:\EFI</tt>
658 directory doesn't already exist, you must create it first,
659 though.)</li>
660
661 <li>Change to the directory in which rEFInd's files exist.</li>
662
663 <li>Type <tt class="userinput">cp refind_x64.efi fs0:\EFI\refind</tt> to
664 copy the rEFInd binary file. (Adjust the name if you're using a 32-bit
665 computer.)</li>
666
667 <li>Type <tt class="userinput">cp refind.conf-sample
668 fs0:\EFI\refind\refind.conf</tt> to copy and rename the sample rEFInd
669 configuration file.</li>
670
671 <li>Type <tt class="userinput">cp -r icons fs0:\EFI\refind\</tt> to copy
672 rEFInd's icons.</li>
673
674 <li>Optionally, type <tt class="userinput">cp -r drivers_x64
675 fs0:\EFI\refind\</tt> to copy rEFInd's 64-bit drivers. (You could
676 instead copy the 32-bit drivers or limit yourself to just the drivers
677 you need, of course.)</li>
678
679 <li>Type <tt class="userinput">fs0:</tt>, if necessary, to change to the
680 ESP.</li>
681
682 <li>Type <tt class="userinput">cd \EFI\refind</tt> to change to rEFInd's
683 installation directory.</li>
684
685 <li>If you want to edit rEFInd's options, type <tt class="userinput">edit
686 refind.conf</tt> and use the shell's built-in text editor to do so.
687 Press F2 followed by the Enter key to save your changes and F3 to
688 exit.</li>
689
690 <li>Type <tt class="userinput">bcfg boot dump -b</tt> to see a list of
691 existing NVRAM entries. Pay attention to their numbers (labelled
692 <tt>Option:</tt> and <tt>Variable:</tt>, with the latter number
693 preceded by the string <tt>Boot</tt>, as in <tt>Boot0007</tt>). You'll
694 want to create a boot entry for rEFInd using a number that's not in
695 use.</li>
696
697 <li>Type <tt class="userinput">bcfg boot add 3
698 fs0:\EFI\refind\refind_x64.efi "rEFInd"</tt>, adjusting the number
699 (<tt>3</tt> in this example), filesystem (<tt>fs0:</tt>), and filename
700 (<tt>\EFI\refind\refind_x64.efi</tt>) as necessary for your system. If
701 you're used to Linux, be sure to use backslashes (<tt>\</tt>), not
702 Linux-style forward slashes (<tt>/</tt>) as directory separators. Note
703 that some shells may ignore the number you entered and use another one,
704 so watch for this possibility.</li>
705
706 <li>Type <tt class="userinput">bcfg boot mv <i>3</i> 0</tt>, substituting
707 the option number for the entry you created for <tt
708 class="variable">3</tt>. This moves rEFInd to the top of the boot
709 order.</li>
710
711 <li>Type <tt class="userinput">reset</tt> to reboot the computer.</li>
712
713 </ol>
714
715 <p>With any luck, rEFInd will start up at this point. If not, you can check your settings using a shell or an emergency system for your OS of choice. In an EFI shell, you might type <tt class="userinput">bcfg boot dump -b</tt> to view your boot loader entries and verify that rEFInd appears at the top of the list. Be sure to check the pathname for typos. If you continue to have problems, you might look into giving rEFInd a <a href="#naming">fallback filename</a> that your firmware will recognize.</p>
716
717 <a name="wde">
718 <h2>Using OS X Whole-Disk Encryption</h2>
719 </a>
720
721 <p>If you're using OS X's Whole-Disk Encryption (WDE) feature, you must do two extra things:</p>
722
723 <ul>
724
725 <li>You must install rEFInd to the ESP. Unfortunately, as described earlier, this can result in a delay (usually of 30 seconds) as the firmware launches rEFInd. See the upcoming <a href="#sluggish">section on fixing sluggish Mac boots</a> if you run into this problem.</li>
726
727 <li>You must uncomment the <tt>dont_scan_volumes</tt> line in <tt>refind.conf</tt> and ensure that <tt>"Recovery HD"</tt> is <i>not</i> among its options. (You can use a blank line or provide a dummy value if you want to scan all your volumes.) Alternatively, you can create a manual boot stanza to boot OS X.</li>
728
729 </ul>
730
731 <a name="naming">
732 <h2>Alternative Naming Options</h2>
733 </a>
734
735 <p>Some EFI implementations do a poor job of honoring the boot options set via Linux's <tt>efibootmgr</tt> or other tools. You may also lack access to such utilities, such as if you must install rEFInd in Windows. In such cases, you may need to change the boot loader's name so that the EFI will see it as the default boot loader. rEFInd should then boot when your NVRAM lacks information on specific boot loaders to use. Broadly speaking, there are two alternative names that are most useful:</p>
736
737 <ul>
738
739 <li><tt class="userinput">EFI/BOOT/boot<i>arch</i>.efi</tt>&mdash;This name
740 is the official EFI fallback filename. It's most commonly used on
741 bootable removable disks, but it can be used on hard disks. It's
742 typically used only if no NVRAM entry points to a valid boot
743 loader.</li>
744
745 <li><tt class="userinput">EFI/Microsoft/Boot/bootmgfw.efi</tt>&mdash;This
746 filename has no official special standing in the EFI specification, but
747 as a practical matter, many EFI implementations use it as a fallback
748 boot loader in addition to or instead of
749 <tt>EFI/BOOT/boot<i>arch</i>.efi</tt>. In fact, some give it such a
750 high precedence that you can't boot anything that's not given this
751 name!
752
753 </ul>
754
755 <p>If you need to use one of these names, or something more exotic, you can do so in either of two ways: You can <a href="#mvrefind">use the <tt>mvrefind.sh</tt> script</a> to move your installation in one step, or you can <a href="#manual_renaming">move and rename your files manually.</a></p>
756
757 <a name="mvrefind">
758 <h3>Using <tt>mvrefind.sh</tt></h3>
759 </a>
760
761 <p>The easiest way to move a rEFInd installation, at least in Linux, is to use the <tt>mvrefind.sh</tt> script. If you installed from one of my RPM or Debian packages, this script should be installed in <tt>/usr/sbin</tt>, so you can use it like a regular Linux command; otherwise you'll need to install it to your path yourself or type its complete path. Either way, it works much like the Linux <tt>mv</tt> command, but you pass it the directory in which a rEFInd installation appears and a target location:</p>
762
763 <pre class="listing">
764 # <tt class="userinput">mvrefind.sh /boot/efi/EFI/BOOT /boot/efi/EFI/refind</tt>
765 </pre>
766
767 <p>This example moves rEFInd from <tt>/boot/efi/EFI/BOOT</tt> to <tt>/boot/efi/EFI/refind</tt>. It differs from <tt>mv</tt> in several ways:
768
769 <ul>
770
771 <li>The script renames rEFInd in a way that's sensitive to its source and
772 destination directories&mdash;for instance, <tt>mvrefind.sh</tt> knows
773 that rEFInd (or shim, for Secure Boot installations) must be called
774 <tt>bootx64.efi</tt> on a 64-bit installation in
775 <tt>/boot/efi/EFI/BOOT</tt>, so it looks for rEFInd under that name
776 when copying from this directory, or it renames rEFInd to that name
777 when copying to it.</li>
778
779 <li>The script creates a new NVRAM entry for rEFInd when it copies to any
780 location but <tt>EFI/BOOT</tt> or <tt>EFI/Microsoft/Boot</tt>. It
781 refuses to copy to such locations if it's not run from an EFI-mode
782 boot.</li>
783
784 <li>The script knows enough to back up existing boot loaders stored in
785 <tt>EFI/BOOT</tt> or <tt>EFI/Microsoft/Boot</tt> when copying to these
786 locations. For the former location, the script backs up
787 <tt>EFI/BOOT</tt> as <tt>EFI/BOOT-rEFIndBackup</tt>; for the latter, it
788 moves <tt>EFI/Microsoft/Boot/bootmgfw.efi</tt> to
789 <tt>EFI/Microsoft/bootmgfw.efi</tt>.</li>
790
791 </ul>
792
793 <p>The <tt>mvrefind.sh</tt> script is likely to be useful in resolving boot problems&mdash;if your system won't boot, you can try copying the installation to <tt>/boot/efi/EFI/BOOT</tt>, <tt>/boot/efi/EFI/Microsoft/Boot</tt>, and <tt>/boot/efi/EFI/refind</tt> in turn, testing the boot process after each attempt. (These filenames all assume your ESP is mounted at <tt>/boot/efi</tt>.) You could also copy a BIOS-mode install from <tt>/boot/efi/EFI/BOOT</tt> or <tt>/boot/efi/EFI/Microsoft/Boot</tt> to <tt>/boot/efi/EFI/refind</tt> to make it more robust against Windows repairs (assuming your firmware isn't broken).</p>
794
795 <a name="manual_renaming">
796 <h3>Renaming Files Manually</h3>
797 </a>
798
799 <p>Some EFI implementations do a poor job of honoring the boot options set via Linux's <tt>efibootmgr</tt> or other tools. You may also lack access to such utilities, such as if you must install rEFInd in Windows. In such cases, you may need to change the boot loader's name so that the EFI will see it as the default boot loader. rEFInd should then boot when your NVRAM lacks information on specific boot loaders to use. To do this, follow these steps:</p>
800
801 <ol>
802
803 <li>Access your ESP and install rEFInd to it, as described in earlier sections.</li>
804
805 <li>Look for an existing directory called <tt>EFI/BOOT</tt> or <tt>EFI/Microsoft/Boot</tt>. If neither of these directories exist, skip the next step. (Note that FAT is case-insensitive, so the name may vary in case.)</li>
806
807 <li>Rename the existing directory or boot loader file to something else. For <tt>EFI/BOOT</tt>, try renaming it to <tt>EFI/Oldboot</tt>. For <tt>EFI/Microsoft/Boot</tt>, move or rename the <tt>bootmgfw.efi</tt> file it contains. For instance, you can move it to <tt>EFI/Microsoft</tt>. This will keep the boot loader accessible to rEFInd's menu, while preventing the firmware from launching it automatically.</li>
808
809 <li>Rename/move your <tt>EFI/refind</tt> directory to <tt>EFI/BOOT</tt>. If you're working from <tt>EFI/Microsoft/Boot</tt>, you should move the contents of your rEFInd directory to <tt>EFI/Microsoft/Boot</tt>.</li>
810
811 <li>Rename <tt>EFI/BOOT/refind_x64.efi</tt> to the name of the boot loader it's replacing&mdash;it should become <tt>EFI/BOOT/bootx64.efi</tt> or <tt>EFI/Microsoft/Boot/bootmgfw.efi</tt>.</li>
812
813 </ol>
814
815 <p>When you reboot, rEFInd should come up. With any luck, it will detect your old boot loader as an option, if one was installed before.</p>
816
817 <a name="upgrading">
818 <h2>Upgrading rEFInd</h2>
819 </a>
820
821 <p>If you've installed an earlier version of rEFInd, you can upgrade a bit more easily than you can install directly:</p>
822
823 <ul>
824
825 <li>On a UEFI-based PC, under any OS, you should be able to replace your
826 old rEFInd file with the new one. Make sure that the new rEFInd has the
827 same name as the old one, and that it's for the correct CPU type. Since
828 UEFI launches boot programs by filename, a simple file replacement will
829 suffice to launch the new version. If the new version includes new
830 icons, you may want to copy some or all of them.</li>
831
832 <li>On a Mac, you can copy over the old rEFInd binary file <i>from
833 Linux</i> and it will usually work, provided you copy <i>directly</i>
834 over the old file (rather than rename or delete the old file and then
835 copy the new one in its place). The same caveats about icons as apply
836 to UEFI-based PCs apply in this case. This method requires an extra
837 step in Mac OS X, though....</li>
838
839 <li>In OS X, if you copy over the original file with the new one, you'll
840 probably have to re-bless it to make it work.</li>
841
842 <li>Under Linux or OS X, you can re-run the <tt>install.sh</tt> script. In
843 most cases this works fine, but you'll end up with a duplicate of the
844 icons directory (<tt>icons-backup</tt>, which holds the original icons,
845 whereas <tt>icons</tt> holds the icons from the new package). Normally
846 this just wastes some disk space; but if you've customized your icons,
847 you'll need to copy your altered icons back. Since version 0.6.2,
848 <tt>install.sh</tt> has searched for rEFInd in several locations on the
849 ESP, and will upgrade whatever it finds.</li>
850
851 <li>Under an RPM- or Debian-based Linux distribution, you can use your
852 package system to install a newer version of the RPM or Debian package
853 that I provide. This will upgrade the files in your Linux filesystem
854 and re-run the <tt>install.sh</tt> script, so as with the previous
855 options, you'll waste a little disk space on duplicated icons, but the
856 process should otherwise work quite well.</li>
857
858 </ul>
859
860 <p>In all cases, if the new version includes new or altered configuration file options, you may need to manually update your configuration file. Alternatively, if you've used the default configuration file, you can replace your working <tt>refind.conf</tt> with <tt>refind.conf-sample</tt> from the rEFInd zip file. (When using <tt>install.sh</tt>, this file will be copied to rEFInd's installation directory under its original name, so you can rename it within that directory to replace the old file.)</p>
861
862 <p>If you're upgrading to rEFInd from rEFIt, you can simply run the <tt>install.sh</tt> script as described earlier or perform a manual installation. Once installed, rEFInd will take over boot manager duties. You'll still be able to launch rEFIt from rEFInd; a rEFIt icon will appear in rEFInd's menu. You can eliminate this option by removing the rEFIt files, which normally reside in <tt>/EFI/refit</tt>.</p>
863
864 <a name="addons">
865 <h2>Installing Additional Components</h2>
866 </a>
867
868 <p>rEFInd includes the ability to launch any EFI program; however, rEFInd detects only certain programs. These include boot loaders in traditional locations and a handful of other programs. To launch most of these other programs, you must download and install them separately from rEFInd:</p>
869
870 <ul>
871
872 <li><b><a
873 href="http://tianocore.git.sourceforge.net/git/gitweb.cgi?p=tianocore/edk2;a=blob_plain;f=EdkShellBinPkg/FullShell/X64/Shell_Full.efi;hb=HEAD"><tt>shell.efi</tt></a></b>&mdash;This
874 file, placed in the ESP's <tt>EFI/tools</tt> directory, adds the
875 ability to launch a text-mode EFI shell from rEFInd. Note that the
876 download link is to a 64-bit binary that must be renamed before rEFInd
877 will recognize it. Additional shell download links appear on the <a
878 href="https://wiki.archlinux.org/index.php/Unified_Extensible_Firmware_Interface#UEFI_Shell_download_links">Arch
879 Linux wiki,</a> and on other sites; try a Web search if the shell you
880 find doesn't work to your satisfaction.</li>
881
882 <li><b><a
883 href="http://www.memtest86.com/download.htm">Memtest86</a></b>&mdash;This
884 is a popular tool for performing basic hardware tests, and especially
885 memory tests. rEFInd recognizes this program when it is stored in the
886 <tt>EFI/tools</tt>, <tt>EFI/tools/memtest</tt>,
887 <tt>EFI/tools/memtest86</tt>, <tt>EFI/memtest</tt>, or
888 <tt>EFI/memtest86</tt> directory, with a program filename of
889 <tt>memtest86.efi</tt>, <tt>memtest86_x64.efi</tt>,
890 <tt>memtest86x64.efi</tt>, or <tt>bootx64.efi</tt>. (Change
891 <tt>x64</tt> to <tt>ia32</tt> on IA-32 systems.) Be sure to download
892 the EFI version of the program. If you get the USB flash drive version,
893 you should mount the flash drive's ESP (partition 2) and copy the
894 <tt>EFI/BOOT</tt> directory to your own ESP's
895 <tt>EFI/tools/memtest</tt> or other Memtest86 directory name, as just
896 specified. rEFInd should then recognize it, provided the
897 <tt>showtools</tt> line includes the <tt>memtest</tt> or
898 <tt>memtest86</tt> token.</li>
899
900 <li><b><tt>gptsync.efi</tt> or <tt>gptsync_<tt
901 class="variable">arch</tt>.efi</tt></b>&mdash;This program creates a <a
902 href="http://www.rodsbooks.com/gdisk/hybrid.html">hybrid MBR</a> from
903 your regular GPT disk. A hybrid MBR is a dangerous hack that enables
904 Windows and OS X to coexist on a Macintosh disk. If you're using a
905 UEFI-based PC, a hybrid MBR is likely to be useless at best, so you
906 shouldn't create one, and it's safest to not install
907 <tt>gptsync.efi</tt>. If you're using a hybrid MBR to enable
908 dual-booting Windows and OS X on a Mac, though, placing this program
909 file in the ESP's or Mac boot partition's <tt>EFI/tools</tt> directory
910 will enable you to regenerate your hybrid MBR should some other tool
911 convert the MBR to a standard protective MBR. You can obtain the file
912 from the <a href="http://refit.sourceforge.net">original rEFIt
913 package,</a> or beginning with rEFInd 0.6.9, an updated version is
914 included in the rEFInd package. The rEFInd version of <tt>gptsync_<tt
915 class="variable">arch</tt>.efi</tt> uses a more sophisticated algorithm
916 for determining what GPT partitions to duplicate in the MBR and it
917 includes additional safeguards to minimize the risk of damage should
918 you run the program on a disk that might have been damaged. The
919 original rEFIt version of the program usually goes by the filename
920 <tt>gptsync.efi</tt>, whereas the updated rEFInd version ships with an
921 architecture code, as in <tt>gptsync_x64.efi</tt> or
922 <tt>gptsync_ia32.efi</tt>. The rEFInd <tt>install.sh</tt> script
923 installs <tt>gptsync_<tt class="variable">arch</tt>.efi</tt> when run
924 under OS X, but not when run on Linux. In addition to installing the
925 program, you must edit <tt>refind.conf</tt>, uncomment the
926 <tt>showtools</tt> line, and add <tt>gptsync</tt> to its list of
927 options.</li>
928
929 <li><b>Drivers</b>&mdash;You can install drivers to extend the capabilities
930 of the EFI. rEFInd ships with filesystem drivers for ext2fs, ext4fs, and
931 ReiserFS, which can enable you to boot a Linux kernel with EFI stub
932 support from an ext2fs, ext3fs, ext4fs, or ReiserFS partition. (rEFInd also
933 provides ISO-9660 and HFS+ drivers.) You can find additional drivers
934 from other sources, although they're still on the scarce side. See the
935 <a href="drivers.html">Using EFI Drivers</a> page for more on this
936 topic.</li>
937
938 <li><b>Secure Boot files</b>&mdash;If you're running on a system that
939 supports Secure Boot, chances are you'll need extra support files, such
940 as <tt>shim.efi</tt> and <tt>MokManager.efi</tt>. I describe these in
941 detail on the <a href="secureboot.html">Managing Secure Boot</a>
942 page.</li>
943
944 </ul>
945
946 <p>I've seen links to other versions of these tools from time to time on the Web, so if you try one of these programs and it crashes or behaves strangely, try performing a Web search; you may turn up something that works better for you than the one to which I've linked.</p>
947
948 <a name="sluggish">
949 <h2>Fixing Macintosh Boot Problems</h2>
950 </a>
951
952 <p>I've received a few reports of a sluggish boot process (a delay of about 30 seconds before starting rEFInd) on some Macs after installing rEFInd, as well as some other Mac-specific peculiarities. I've been unable to replicate this problem myself, and its true cause remains mysterious to me. I have found three possible solutions, though: <a href="#moving">moving rEFInd to an HFS+ volume,</a> <a href="#fallback">using the fallback filename,</a> and <a href="#clearing">clearing NVRAM entries.</a></p>
953
954 <a name="moving">
955 <h3>Moving rEFInd to an HFS+ Volume</h3>
956 </a>
957
958 <p>Most of the reports of sluggish Macintosh boots I've seen note that the user installed rEFInd to the ESP rather than to the OS X root partition. Some users have reported that re-installing rEFInd to the OS X root partition clears up the problem. This is obviously a straightforward solution to the problem, if it works. Note that rEFInd can launch boot loaders that are stored on any partition that the EFI can read no matter where it's installed; therefore, you'll still be able to launch boot loaders stored on the ESP (or elsewhere) if you install it in this way.</p>
959
960 <p>A variant of this solution is to create a small (~100MiB) HFS+ volume to be used exclusively by rEFInd. You can then install rEFInd to that volume with the <tt>--ownhfs</tt> option to <tt>install.sh</tt>, as in <tt class="userinput">./install.sh --ownhfs /dev/disk0s6</tt> if the volume is <tt>/dev/disk0s6</tt>. This approach has the advantage that it can be managed via OS X's own Startup Disk tool in System Preferences.</p>
961
962 <p>The biggest drawback to storing rEFInd on an HFS+ volume is that you won't be able to edit the rEFInd configuration file or move rEFInd-related binaries from an EFI shell if you install it in this way, since Apple's HFS+ driver for EFI is read-only. (The same is true of rEFInd's HFS+ driver, so it won't help you overcome this limitation.) You may also be limited in making changes to your rEFInd configuration from Linux or other OSes, too, since Linux's HFS+ drivers disable write support by default on volumes with an active journal. You can force write access by using the <tt>force</tt> option to <tt>mount</tt>; however, this procedure is noted as being risky in the Linux HFS+ documentation, so I don't recommend doing this on a regular basis on the OS X boot volume. This isn't as risky if you use a dedicated HFS+ rEFInd partition, though. You could even mount it as the Linux <tt>/boot</tt> partition, in which case it would also hold the Linux kernel and related files. If you use disk encryption, you can't store rEFInd on the OS X root (<tt>/</tt>) partition, but you could still use an (unencrypted) separate HFS+ partition.</p>
963
964 <p>A variant of this solution is suggested in <a href="http://www.sparxeng.com/blog/software/fixing-slow-boot-on-a-triple-boot-mountain-lion-mac">this blog post,</a> which recommends placing rEFInd on an HFS+ volume on the first SATA channel. (In the blogger's case, that channel used to hold an optical drive, but that drive was replaced by a hard disk.)</p>
965
966 <a name="fallback">
967 <h3>Using the Fallback Filename</h3>
968 </a>
969
970 <p>I've received a few reports that installing rEFInd to the ESP using the fallback filename (<tt>EFI/BOOT/bootx64.efi</tt> on most systems, or <tt>EFI/BOOT/bootia32.efi</tt> on very old Macs) can work around the problem.</p>
971
972 <a name="clearing">
973 <h3>Clearing the NVRAM Entries</h3>
974 </a>
975
976 <p>The first is <a href="http://ubuntuforums.org/showpost.php?p=12256273&postcount=200">a Web forum post</a> that describes a possible fix. Be aware, though, that this procedure involves using the <tt>efibootmgr</tt> utility on Macs, which has been known to damage the firmware on some Macs. Other reports indicate that this problem has been fixed with 3.3.0 and later kernels. Thus, I present this information cautiously and with a strong "use at your own risk" warning. If you care to proceed, I recommend you update your Linux kernel to the latest possible version and then proceed as follows:</p>
977
978 <ol>
979
980 <li>Boot into Linux.</li>
981
982 <li>Type <tt class="userinput">efibootmgr</tt> as <tt>root</tt> to obtain a list of your boot loader entries. Each entry includes a boot number, as in <tt>Boot0003</tt> or <tt>Boot0027</tt>.</li>
983
984 <li>Remove all of the boot loader entries <i>except</i> rEFInd's by using <tt>efibootmgr</tt>'s <tt>-b <tt class="variable">bootnum</tt></tt> option to specify the boot entry and <tt>-B</tt> to delete it. For instance, typing <tt class="userinput">efibootmgr -b 0027 -B</tt> as <tt>root</tt> deletes boot entry <tt>Boot0027</tt>. Issue a separate <tt>efibootmgr</tt> command for each boot entry.</li>
985
986 <li>Re-install rEFInd using the install script. It's unclear from the original post if this meant installing from Linux or from OS X.</li>
987
988 </ol>
989
990 <p>Some sources suggest that delayed launches of rEFInd on Macs are more common when installing rEFInd to the ESP, so if you've done this, you could try re-installing it to your OS X boot partition.</p>
991
992 <a name="wakeprobs">
993 <h3>Fixing Wake Problems</h3>
994 </a>
995
996 <p>Some people have reported that installing rEFInd causes problems with resuming from a suspended OS X session. I know of two workarounds to such problems:</p>
997
998 <ul>
999
1000 <li>Install rEFInd to an HFS+ volume using the <tt>--ownhfs</tt> option to <tt>install.sh</tt>. Unfortunately, this solution requires either creating a small HFS+ volume for rEFInd or using an already-existing non-bootable HFS+ volume (if you've got one for data storage, for example).</li>
1001
1002 <li>Type <tt class="userinput">sudo pmset -a autopoweroff 0</tt> in a Terminal window. This solution is likely to work if sleep operations work normally up to a point, but fail after about three hours.</li>
1003
1004 </ul>
1005
1006 <p>Unfortunately, I lack a recent Mac and so can't investigate these issues myself, so I'm dependent upon others (mostly non-programmers) to offer workarounds. This is the type of problem that really requires hands-on interactive debugging sessions with the code to stand any chance of finding a better solution.</p>
1007
1008 <a name="winprob">
1009 <h2>Fixing Windows Boot Problems</h2>
1010 </a>
1011
1012 <p>Most Windows boot problems are best addressed on Windows-specific sites, so I recommend you make the rounds of Windows forums to solve such problems. There is one that deserves mention here, though: If you accidentally erase the Windows boot loader file, <tt>EFI/Microsoft/Boot/bootmgfw.efi</tt>, you won't be able to boot Windows. The simplest solution is to restore this file from a backup you prepared ahead of time. If you don't have such a backup, though, you can restore it as follows:</p>
1013
1014 <ol>
1015
1016 <li>Boot from an emergency Windows recovery disk. If you don't have one, you can prepare one from a working Windows system as described <a href="http://windows.microsoft.com/en-us/windows7/create-a-system-repair-disc">here.</a></li>
1017
1018 <li>Type <tt class="userinput">diskpart</tt> to enter the Windows disk-partitioning tool.</li>
1019
1020 <li>In <tt>diskpart</tt>, type <tt class="userinput">sel disk 0</tt> followed by <tt>list vol</tt>. You should see a set of partitions. This step is intended to help you identify your ESP, which will probably be the only FAT32 partition on the disk. (If you have multiple disks, you may need to try again with <tt class="userinput">sel disk 1</tt> or higher.) Note the volume number of your ESP.</li>
1021
1022 <li>Type <tt class="userinput">sel vol 1</tt>, changing <tt>1</tt> to whatever the ESP's volume number is.</li>
1023
1024 <li>Type <tt class="userinput">assign letter=S:</tt> to assign the ESP a Windows disk identifier of <tt>S:</tt>. (You can use another letter if you prefer.)</li>
1025
1026 <li>Type <tt class="userinput">exit</tt> to exit from <tt>diskutil</tt>.</li>
1027
1028 <li>Type <tt class="userinput">cd /d s:\EFI\Microsoft\Boot\</tt> to change into the Windows boot loader directory. (If this directory doesn't exist, you may need to create it first with <tt>mkdir</tt>. If rEFInd or some other boot loader occupies this directory, back it up first.</li>
1029
1030 <li>Type <tt class="userinput">bootrec /fixboot</tt>.</li>
1031
1032 <li>Type <tt class="userinput">bcdboot c:\Windows /s s: /f ALL</tt>. Note that this command should set the Windows boot loader as the default. Omit <tt>/f ALL</tt> if you don't want to adjust the EFI's default boot program.</li>
1033
1034 <li>Reboot and hope it works! If the computer boots straight to Windows and you want to use rEFInd, use <tt>bcdedit</tt> in Windows, as described in step 9 of the <a href="#windows">Installing rEFInd Manually Using Windows</a> section of this page.</li>
1035
1036 </ol>
1037
1038 <p>For more information, see <a href="http://superuser.com/questions/460762/how-can-i-repair-the-windows-8-efi-bootloader">this SuperUser question and answer.</a></p>
1039
1040 <a name="uninstalling">
1041 <h2>Uninstalling rEFInd</h2>
1042 </a>
1043
1044 <p>If you decide you don't want to keep rEFInd, you can uninstall it. Doing so is a matter of removing the rEFInd files from your ESP (or from your OS X boot partition, if you installed the program there). In Linux, a command like the following, typed as <tt>root</tt>, should do the trick:</p>
1045
1046 <pre class="listing">
1047 # <tt class="userinput">rm -r /boot/efi/EFI/refind</tt>
1048 </pre>
1049
1050 <p>This example assumes that your ESP is mounted at <tt>/boot/efi</tt> and that rEFInd is installed in <tt>EFI/refind</tt> on that partition. If you've mounted your ESP elsewhere, or installed rEFInd elsewhere, you should adjust the command appropriately.</p>
1051
1052 <p>The same procedure works in OS X, with the caveat that the ESP isn't normally mounted in OS X and rEFInd is installed to the OS X boot partition by default. You'll also need to use <tt>sudo</tt> to acquire <tt>root</tt> privileges. Thus, you'd probably use a command like the following in OS X:</p>
1053
1054 <pre class="listing">
1055 $ <tt class="userinput">sudo rm -r /EFI/refind</tt>
1056 </pre>
1057
1058 <p>Many variants of both of these commands are possible on both OS X and Linux. For instance, you'd probably use <tt>sudo</tt> on Ubuntu; and if you installed rEFInd to your ESP on a Mac, you'd need to first mount the ESP and include its path in the <tt>rm</tt> command.</p>
1059
1060 <p>If you installed via an RPM or Debian package in Linux, using your package manager will remove the package files, but not the files that the installer places on your ESP. Thus, you must uninstall those files manually, as just described. To complete the job, you'll also have to remove <tt>/boot/refind_linux.conf</tt>, and perhaps the <tt>/etc/refind.d</tt> directory.</p>
1061
1062 <p>From Windows, you must reverse the directions for <a href="#windows">installing in Windows</a>&mdash;type <tt class="userinput">mountvol S: /S</tt> to mount your ESP as <tt>S:</tt>, then navigate to the <tt>S:\EFI</tt> directory and delete the <tt>refind</tt> subdirectory.</p>
1063
1064 <p>In any of these cases, when the computer boots and cannot find the rEFInd files, it should move on to the next boot loader in its list. In my experience, some EFI firmware implementations remove boot loaders they can't find from their NVRAM lists, so nothing else will be required, provided you have another working boot loader in your firmware's list. If your firmware doesn't automatically clean up its NVRAM entries, rEFInd's entry will do little harm; however, you can delete it with the <tt>efibootmgr</tt> utility in Linux:</p>
1065
1066 <pre class="listing">
1067 # <tt class="userinput">efibootmgr --verbose</tt>
1068 Timeout: 10 seconds
1069 BootOrder: 0000,0007
1070 Boot0000* rEFInd HD(2,1b8,64000,f1b7598e-baa8-16ea-4ef6-3ff3b606ac1e)File(\EFI\refind\refind_x64.efi)
1071 Boot0007* CD/DVD Drive BIOS(3,0,00)PATA: HP DVD Writer 1040r .
1072 # <tt class="userinput">efibootmgr --delete-bootnum --bootnum 0000</tt>
1073 Timeout: 10 seconds
1074 BootOrder: 0007
1075 Boot0007* CD/DVD Drive</pre>
1076
1077 <p class="sidebar"><b>Warning:</b> As noted earlier, <tt>efibootmgr</tt> has been linked to firmware corruption on some Macs, at least with pre-3.0 Linux kernels. Therefore, I don't recommend using <tt>efibootmgr</tt> on Macs.</p>
1078
1079 <p>This example shows use of <tt>efibootmgr</tt>'s <tt>--verbose</tt> (<tt>-v</tt>) option to display boot loaders so as to identify which one is rEFInd, followed by <tt>--delete-bootnum</tt> (<tt>-B</tt>) to delete a boot program and <tt>--bootnum</tt> (<tt>-b</tt>) to identify which one to delete. Of course, in this example there's not much else left, so you'd presumably want to install another boot loader at this point! If you already have another one installed, you may want to check the <tt>BootOrder</tt> line to determine which one will take precedence when you reboot. If you don't like what it shows, you can adjust it with the <tt>--bootorder</tt> (<tt>-o</tt>) option; consult <tt>efibootmgr</tt>'s <tt>man</tt> page for details.</p>
1080
1081 <p>If you're not using Linux, you may be able to find a utility that serves a similar function. The OS X <tt>bless</tt> utility (or its GUI equivalent, the Startup Disk item in System Preferences) should do the trick; but Macs pick up standard OS X boot loaders when they boot and find that a configured non-standard boot loader is missing, so this shouldn't be necessary on Macs. Under Windows, the <tt>bcdedit</tt> command, described in the <a href="#windows">section on installing rEFInd under Windows,</a> may work, although I've not attempted this.</p>
1082
1083 <hr />
1084
1085 <p>copyright &copy; 2012&ndash;2014 by Roderick W. Smith</p>
1086
1087 <p>This document is licensed under the terms of the <a href="FDL-1.3.txt">GNU Free Documentation License (FDL), version 1.3.</a></p>
1088
1089 <p>If you have problems with or comments about this Web page, please e-mail me at <a href="mailto:rodsmith@rodsbooks.com">rodsmith@rodsbooks.com.</a> Thanks.</p>
1090
1091 <p><a href="index.html">Go to the main rEFInd page</a></p>
1092
1093 <p><a href="yosemite.html">Comments on rEFInd and OS X 10.10 (Yosemite)</a></p>
1094
1095 <p><a href="http://www.rodsbooks.com/">Return</a> to my main Web page.</p>
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