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7 <title>The rEFInd Boot Manager: The Future of rEFInd</title>
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12 <h1>The rEFInd Boot Manager:<br />The Future of 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 4/25/2013, referencing rEFInd 0.6.9</p>
19
20
21 <p>I'm a technical writer and consultant specializing in Linux technologies. 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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124
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 <p>rEFInd is far from perfect. It's based on rEFIt, which has a <a href="https://sourceforge.net/tracker/?group_id=161917&atid=821764">list of active bugs</a> on its project page on Sourceforge. I have not studied this bug list in detail for rEFInd's first release, although I've probably fixed a few of those bugs because I encountered them myself. Other bugs I may never fix because I lack the necessary hardware for testing.</p>
132
133 <p>This page exists to document some of rEFInd's known bugs and limitations, as well as features I hope to add in the future. Some of the items on this list are things that you may be able to help with, so if you'd like to contribute, feel free to drop me a line!</p>
134
135 <p>The following list groups things that need to be done into broad categories. In some cases, there's some ambiguity about how an item might best be classified. Without further ado, then:</p>
136
137 <ul>
138
139 <li><b>Tasks with which non-programmers can help:</b>
140
141 <ul>
142
143 <li>Testing! rEFIt was complex enough that changes such as the ones
144 I've made have the potential to disrupt the program's operation in
145 unexpected ways. Since the initial 0.2.0 release, I've continued to
146 add features to rEFInd, and every new feature is another way for
147 bugs to get into the program. I can only test on a handful of
148 systems with a limited number of configurations. Therefore, if you
149 try rEFInd and run into bugs, please report them to me!</li>
150
151 <li>I have little talent with graphics manipulation programs, so
152 rEFInd's boot logo, such as it is, is pretty weak. If you have
153 artistic talent and would like to create a rEFInd logo, please feel
154 free to send it to me. I won't make any final decision about
155 changes until at least June 30 of 2012.</li>
156
157 <li>rEFIt's original design, and hence rEFInd's design, enables easy
158 theming by replacing icon files. If you'd like to design a new
159 theme for rEFInd, feel free to submit it. I might or might not
160 replace the icons it uses now (most of which come from the Oxygen
161 Icons package), but I may provide links to themes on this Web site
162 (or even host them on the project's Sourceforge page). For more
163 information on designing themes for rEFInd, see the <a
164 href="themes.html">Theming rEFInd</a> page.</li>
165
166 </ul></li> <!-- Non-programmer help -->
167
168 <li><b>Improvements to existing features:</b>
169
170 <ul>
171
172 <li>The support for booting legacy (BIOS) OSes on UEFI-based PCs
173 currently has a number of limitations. Most importantly, it works
174 off of the list of boot devices stored in the computer's NVRAM. I'd
175 prefer to have it scan disks and partitions, as the Mac's legacy
176 boot support does. Also, the UEFI legacy boot code presents empty
177 optical drives and uses generic icons rather than OS-specific
178 icons.</li>
179
180 <li>Currently, rEFInd can detect whether it's compiled for <i>x</i>86
181 or <i>x</i>86-64 systems and displays this information in its
182 "About" screen (<tt>AboutrEFInd()</tt> in <tt>main.c</tt>). I'd
183 like to add detection for Itanium and ARM systems, but I have no
184 way to test such changes.</li>
185
186 <li>Although the ICNS file format used by rEFInd supports multiple
187 image sizes, if a size that rEFInd needs isn't present in the file,
188 rEFInd can't use the icon. The ability to scale images to the
189 desired size would be useful.</li>
190
191 <li>A way to set the color of the font would be useful for theming
192 purposes.</li>
193
194 <li>The program's font features could be greatly improved by enabling
195 use of a standard font format, by enabling use of non-ASCII
196 characters, and by enabling use of variable-width as well as
197 monospace fonts.</li>
198
199 <li>I would like to be able to specify the volume on which a boot
200 loader resides using a partition GUID value, but extracting a GUID
201 from the partition data is harder than extracting the volume's
202 label or counting up the filesystem numbers.</li>
203
204 <li>Currently, if a filesystem's label comes up empty, rEFInd
205 substitutes the size, so you get displays like <tt>boot
206 EFI\foo\bar.efi from 90 GiB volume</tt>. I'd like to add more
207 checks to substitute the GPT <i>partition</i> label if the
208 <i>filesystem</i> label comes up empty.</li>
209
210 <li>The <tt>default_selection</tt> option in <tt>refind.conf</tt> could
211 be improved by supporting a list of default options, so that if the
212 first item isn't found, rEFInd will try to boot the second one in
213 the list, and so on. This could be handy in case a driver fails to
214 load, or to provide an override in case the user inserts a specific
215 removable disk&mdash;by placing the removable disk's name first in
216 the list, it will take precedence over the normal hard disk
217 default.</li>
218
219 <li>Along the lines of the previous item, the default_selection might
220 be expanded to support some form of specification of disk types, as
221 in a special entry for any optical disk or any external disk, no
222 matter what its name is.</li>
223
224 <li>It would be useful to be able to specify paths to boot loaders
225 and/or initial RAM disks relative to the rEFInd directory (or the
226 boot loader's directory, in the case of initrds).</li>
227
228 </ul></li> <!-- Improvements -->
229
230 <li><b>Known bugs that need squashing:</b>
231
232 <ul>
233
234 <li>The <a href="http://www.rodsbooks.com/gb-hybrid-efi/">Gigabyte
235 Hybrid EFI</a> has a bug that causes the allegedly case-insensitive
236 <tt>StriCmp()</tt> function to perform a case-sensitive comparison.
237 This causes any number of bugs in file matching. For instance:
238 Changing the case of icon filename extensions (or various other
239 parts of icon filenames) causes icons to be replaced by ugly
240 "generic" ones; and rEFInd sometimes appears in its own menu (the
241 firmware sometimes returns an all-caps version of the filename, but
242 other times returns the filename with the correct case, causing a
243 mismatch if the path includes lowercase elements). Some of these
244 problems can be overcome by converting both strings to be compared
245 to one case before doing the comparison, but others aren't so easy,
246 since I think <tt>StriCmp()</tt> is being called internally to the
247 EFI. In any event, it'd be nice to fix some of these problems.
248 OTOH, this is a workaround for a bug on just one EFI
249 implementation, and a dismal one at that, so I'm inclined to just
250 let it go.</li>
251
252 <li>The Shutdown option works correctly on Macs, but not on many UEFI-based
253 PCs. On such systems, Shutdown reboots the computer. This should be
254 fixed.</li>
255
256 <li>The media-ejection feature (F12) should be extended to work on
257 UEFI-based PCs and early Macs. At the moment, it relies on an
258 Apple-specific EFI extension, and I know of no standard EFI way to
259 do it.</li>
260
261 <li>A couple of Mac users have reported that the brightness-adjustment
262 features in Windows don't work when Windows is booted via rEFInd,
263 but that these features do work when Windows is booted via the
264 Mac's built-in boot manager. Unfortunately, I have no idea what
265 causes this problem, I have no Windows installation on my one
266 (elderly) Mac, and I have no way to debug it. Therefore, it's
267 unlikely that I'll be able to fix this problem myself; but if you
268 have the equipment and skill to do so, I'd be interested in
269 receiving a patch.</li>
270
271 <li>The re-scan feature occasionally produces odd results, such as
272 ignoring new media or keeping old media that have been ejected.
273 This should be investigated and fixed.</li>
274
275 <li>The "scanning for new boot loaders" message that appears during the
276 re-scan feature is primitive. Some sort of dynamic icon would be
277 nice, but perhaps impractical, given the single-tasking nature of
278 EFI.</li>
279
280 <li>On my Mac Mini, launching a shell, returning, and performing a
281 re-scan causes the system to be unable to launch the shell again. I
282 have not observed this behavior on UEFI-based PCs. It seems to be
283 caused by a truncated DevicePath to the shell, which includes the
284 shell's pathname but not the device identifier.</li>
285
286 <li>When specifying a volume by name in <tt>dont_scan_dirs</tt>,
287 slashes are converted to backslashes in the specification but not
288 in the actual volume name read from disk. Thus, you can't specify a
289 volume by name if it includes a slash (as in <tt>Fedora
290 /boot</tt>). Workarounds are to rename the volume to omit the slash
291 and to use a filesystem number rather than a volume label.</li>
292
293 <li>The code is in need of review to search for memory leaks and
294 similar problems.</li>
295
296 <li>If the user has a Linux software RAID 1 array, rEFInd will detect
297 kernels or boot loaders in RAID 1 twice. This could be fixed by
298 adding a check for duplicate filesystem UUIDs to the
299 partition-scanning code.</li>
300
301 </ul></li> <!-- Known bugs -->
302
303 <li><b>New features I'd like to add:</b>
304
305 <ul>
306
307 <li>EFI supports network boots. rEFInd doesn't, but it would be nice if
308 it would.</li>
309
310 <li>There's currently no way to create a manual boot stanza for a
311 BIOS-booted OS. This isn't a big priority for me personally, but I
312 can see how it could be for some people.</li>
313
314 <li>I've received queries about rEFInd's ability to work with Apple's
315 whole-disk encryption scheme that's new with OS X 10.7.
316 Unfortunately, I lack the hardware to test this, but my
317 understanding is that it will work correctly <i>if</i> rEFInd is
318 installed in the ESP rather than on the Mac OS X root partition.
319 See <a
320 href="https://sourceforge.net/p/refind/discussion/general/thread/5c7d0195/">this
321 forum thread</a> for more information.</li>
322
323 <li>I'd like to find a way to enable users to enter customizations for
324 boot options and then save them to the <tt>refind.conf</tt> file.
325 One possible way to implement this would be to have manual boot
326 stanzas override auto-detected boot loader definitions for the same
327 boot loader file.</li>
328
329 <li>I have thoughts about creating an EFI configuration tool and
330 information utility&mdash;something to tell you about your hard
331 disks, enable you to manage MOKs, adjust boot loader priority in
332 the NVRAM, and so on. This would be useful in system maintenance
333 and in recovering from boot problems.</li>
334
335 <li>An installation tool for the EFI environment would be useful.
336 A simple EFI shell script might work, but because this function
337 requires access to the <tt>bcfg</tt> command, this would work
338 only from a version 2 shell or if <tt>bcfg</tt> were implemented
339 as a standalone program. Another alternative would be a program
340 written in C.</li>
341
342 <li>It should be possible to override specific auto-detected boot
343 loader settings&mdash;say, to disable one specific boot loader or
344 change its icon.</li>
345
346 <li>The ability to rotate the display for users who rotate their
347 monitors would be helpful.</li>
348
349 <li>A GUI configuration tool would be nice, but it's low on my personal
350 priority list. If you'd like to contribute, I prefer something
351 written in a cross-platform GUI toolkit, so that a single code base
352 can be used on any of the major OSes.</li>
353
354 </ul></li> <!-- New features -->
355
356 <li><b>Improvements to the EFI drivers:</b>
357
358 <ul>
359
360 <li>Drivers for additional filesystems are desirable. Given the talk of
361 shifting to Btrfs, that should be the priority; however, other
362 Linux filesystems, UDF, and perhaps others would all be welcome
363 additions. Also along these lines, adding drivers for Linux LVM and
364 RAID setups would be useful, too.</li>
365
366 <li>As detailed on the <a href="drivers.html">drivers page,</a> there
367 are performance issues with the drivers on some systems. I suspect
368 that most "real" computers aren't greatly affected (in my tests,
369 the problem is worst with VirtualBox, and the next worst is a
370 system that uses <a
371 href="http://www.rodsbooks.com/bios2uefi/">DUET</a>). Nonetheless,
372 I'd like to track down the cause and fix it.</li>
373
374 <li>The HFS+ driver returns a volume label of "HFS+ volume", no matter
375 what the volume's real label is.</li>
376
377 <li>This may not be possible, or it may require a new driver, but a way
378 to have the drivers access files (like a Linux loopback mount) is
379 desirable.</li>
380
381 <li>When built with the GNU-EFI package, an attempt to load more than
382 one driver on my 32-bit Mac Mini causes the computer to hang. I do
383 <i>not</i> have this problem with 64-bit drivers on my UEFI-based
384 computers. I don't know if this is a 32-bit issue or a Mac issue.
385 This is <i>not</i> relevant if you're using my binary package,
386 since I build it with the TianoCore EDK2, and the drivers built in
387 that way don't exhibit this bug.</li>
388
389 </ul></li> <!-- Drivers -->
390
391 </ul>
392
393 <hr />
394
395 <p>copyright &copy; 2012&ndash;2013 by Roderick W. Smith</p>
396
397 <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>
398
399 <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>
400
401 <p><a href="index.html">Go to the main rEFInd page</a></p>
402
403 <p><a href="using.html">Learn about problems with and the future of rEFInd</a></p>
404
405 <p><a href="http://www.rodsbooks.com/">Return</a> to my main Web page.</p>
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