by Roderick W. Smith, rodsmith@rodsbooks.com
Originally written: 3/14/2012; last Web page update: 12/6/2012, referencing rEFInd 0.5.0
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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 main page.
Once you've uncompressed a rEFInd binary zip file, you must install it to your computer's 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. For Linux and Mac OS X, you can use the installation script, install.sh, which provides easy one-command installation on most systems. Occasionally this script will fail, though, so I also provide explicit instructions for Linux and Mac OS X. Installation under Windows also must be done manually. In some cases, you'll have to deviate from the default naming conventions, as described in a section on this topic. If you're upgrading rEFInd, see the section on upgrading. Finally, I describe how to install some additional components you might find useful. Note that this page describes installing the main rEFInd program; if you want to use the EFI filesystem drivers included with rEFInd, you should consult the page on using drivers with rEFInd.
If you're using Linux or Mac OS X, the easiest way to install rEFInd is to use the install.sh 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 EFI mode to Linux on a UEFI-based PC, install.sh will probably do the right thing, so you can get by with the quick instructions. If your setup is unusual, though, or if you want to create a USB flash drive with rEFInd on it, you should read the extra instructions for this utility.
Under Linux, the install.sh 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 --esp option.
Before running this script under Linux, you should ensure that your ESP is mounted at /boot or /boot/efi, as described in more detail in the Installing rEFInd Manually Using Linux section. (If you installed Linux in EFI mode, chances are your ESP is properly mounted.) This precaution isn't necessary under OS X.
A sample run under Linux looks something like this:
# ./install.sh Installing rEFInd on Linux.... ESP was found at /boot/efi using vfat Copied rEFInd binary file refind_x64.efi Copying sample configuration file as refind.conf; edit this file to configure rEFInd. Installation has completed successfully.
The output under OS X is a bit different:
$ ./install.sh Not running as root; attempting to elevate privileges via sudo.... Password: Installing rEFInd on OS X.... Installing rEFInd to the partition mounted at '/' Copied rEFInd binary file refind_ia32.efi Copying sample configuration file as refind.conf; edit this file to configure rEFInd. WARNING: If you have an Advanced Format disk, *DO NOT* attempt to check the bless status with 'bless --info', since this is known to cause disk corruption on some systems!! Installation has completed successfully.
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....
Some details that can affect how the script runs include the following:
In any event, you should peruse the script's output to ensure that everything looks OK. install.sh 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.
On a UEFI-based PC, you'll normally install rEFInd to the ESP, which is usually mounted at /boot/efi. You can verify that this is the case by using the df command:
$ df /boot/efi Filesystem 1K-blocks Used Available Use% Mounted on /dev/sda1 191284 16604 174681 9% /boot/efi
This example shows that /dev/sda1 is mounted at /boot/efi, which is a typical configuration. (The ESP can be on another disk or partition, but /dev/sda1 is the most common place for an ESP.) If your output shows /boot or / under the Mounted on column, then your ESP isn't mounted. (An exception is if you're mounting the ESP at /boot. This is an unusual configuration. If you're using it, you can proceed, making suitable adjustments to subsequent commands.) If you get a df: `/boot/efi': No such file or directory error message, then the /boot/efi directory doesn't even exist. In such cases, you may need to jump through some extra hoops, as described on my EFI Boot Loader Installation page.
Assuming the ESP is mounted at /boot/efi, you can install the rEFInd files as follows (you must be root to issue these commands, or precede each of them with sudo):
Note the use of doubled-up backslashes (\\) rather than forward slashes (/) in the directory separators when using efibootmgr. 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 efibootmgr man page if you need help.
On some systems, efibootmgr won't do what you expect. On such systems, you may have better luck renaming the rEFInd files, as described in the Alternative Naming Options section.
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 refind_x64.efi file with them; but very early Intel-based Macs have 32-bit EFIs (and sometimes 32-bit CPUs), which require the refind_ia32.efi file. You can determine whether your Mac needs the x86-64 or IA32 build by typing the following command in a Mac Terminal window:
$ ioreg -l -p IODeviceTree | grep firmware-abi
The result should include either EFI32 or EFI64, indicating that you should use the refind_ia32.efi or refind_x64.efi binary, respectively.
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 bless utility rather than efibootmgr. To be precise, you should follow these steps:
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 bless 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.
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 /Library/StartupItems/rEFItBlesser. 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 refit.efi file with refind_x64.efi or refind_ia32.efi (renaming it to refit.efi. Used in this way, rEFInd will still look for its own configuration file, refind.conf, so you'll need to move it but not 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.
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 bless 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.
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:
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:
Some EFI implementations do a poor job of honoring the boot options set via Linux's efibootmgr 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:
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.
If you've installed an earlier version of rEFInd, you can upgrade a bit more easily than you can install directly:
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 refind.conf with refind.conf-sample from the rEFInd zip file. (When using install.sh, 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.
If you're upgrading to rEFInd from rEFIt, you can simply run the install.sh 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 /EFI/refit.
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 these other programs, you must download and install them separately from rEFInd:
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.
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. I've been unable to replicate this problem myself, and its true cause remains mysterious to me. I have found a Web forum post describing a possible fix. Be aware, though, that this procedure involves using the efibootmgr 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:
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 root, should do the trick:
# rm -r /boot/efi/EFI/refind
This example assumes that your ESP is mounted at /boot/efi and that rEFInd is installed in EFI/refind on that partition. If you've mounted your ESP elsewhere, or installed rEFInd elsewhere, you should adjust the command appropriately.
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 sudo to acquire root privileges. Thus, you'd probably use a command like the following in OS X:
$ sudo rm -r /EFI/refind
Many variants of both of these commands are possible on both OS X and Linux. For instance, you'd probably use sudo 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 rm command.
From Windows, you must reverse the directions for installing in Windows—type mountvol S: /S to mount your ESP as S:, then navigate to the S:\EFI directory and delete the refind subdirectory.
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 efibootmgr utility in Linux:
# efibootmgr --verbose Timeout: 10 seconds BootOrder: 0000,0007 Boot0000* rEFInd HD(2,1b8,64000,f1b7598e-baa8-16ea-4ef6-3ff3b606ac1e)File(\EFI\refind\refind.efi) Boot0007* CD/DVD Drive BIOS(3,0,00)PATA: HP DVD Writer 1040r . # efibootmgr --delete-bootnum --bootnum 0000 Timeout: 10 seconds BootOrder: 0007 Boot0007* CD/DVD Drive
This example shows use of efibootmgr's --verbose (-v) option to display boot loaders so as to identify which one is rEFInd, followed by --delete-bootnum (-B) to delete a boot program and --bootnum (-b) 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 BootOrder 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 --bootorder (-o) option; consult efibootmgr's man page for details.
If you're not using Linux, you may be able to find a utility that serves a similar function. The OS X bless 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 bcdedit command, described in the section on installing rEFInd under Windows, may work, although I've not attempted this.
copyright © 2012 by Roderick W. Smith
This document is licensed under the terms of the GNU Free Documentation License (FDL), version 1.3.
If you have problems with or comments about this Web page, please e-mail me at rodsmith@rodsbooks.com. Thanks.
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