<p class="subhead">by Roderick W. Smith, <a
href="mailto:rodsmith@rodsbooks.com">rodsmith@rodsbooks.com</a></p>
- <p>Originally written: 3/14/2012; last Web page update: 4/22/2012, referencing rEFInd 0.3.0</p>
+<p>Originally written: 3/14/2012; last Web page update:
+10/6/2012, referencing rEFInd 0.4.6</p>
<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>
<hr />
-<p>Many casual users will be able to use rEFInd without making further changes; in its default configuration, the boot manager automatically detects all the EFI boot loader programs you have on your ESP (or your OS X boot partition, in the case of Macs) and displays icons for them. Sometimes, though, you may want to tweak rEFInd's configuration. Sometimes you can obtain your desired results by adjusting the filenames of your boot loaders. Other times, you can edit rEFInd's configuration file, <tt>refind.conf</tt>, which resides in the same directory as its binary file (<tt>refind.efi</tt> or whatever you've renamed it).</p>
+<p>Many casual users will be able to use rEFInd without making changes to its settings; in its default configuration, the boot manager automatically detects all the EFI boot loader programs you have on your ESP (or your OS X boot partition, in the case of Macs) and displays icons for them. On Macs, rEFInd also presents legacy BIOS boot options by default. Sometimes, though, you may want to tweak rEFInd's configuration. Sometimes you can obtain your desired results by adjusting the filenames of your boot loaders. Other times, you can edit rEFInd's configuration file, <tt>refind.conf</tt>, which resides in the same directory as its binary file (<tt>refind.efi</tt> or whatever you've renamed it).</p>
<p>Broadly speaking, rEFInd's configuration file is broken down into two sections: <i>global options</i> and <i>OS stanzas.</i> The global options section sets options that apply globally—to set the timeout period, enable graphics or text mode, and so on. OS stanzas are optional, but if present, they enable you to add new boot options or replace the auto-detected options with customized ones. Both sections include configuration lines and comment lines, the latter being denoted by a leading hash mark (<tt>#</tt>). rEFInd ignores comment lines, so you can add explanatory text. The default configuration file includes numerous comments explaining each of the options.</p>
<p class="sidebar">ESPs use the FAT filesystem, which is case-insensitive. Unfortunately, at least one EFI implementation (Gigabyte's <a href="http://www.rodsbooks.com/gb-hybrid-efi/">Hybrid EFI</a>) contains a bug that causes string comparisons that should be case-insensitive to actually be done in a case-sensitive way. This can cause files that are present to appear to be missing. rEFInd includes code to work around this bug in some situations, but not in all of them. If boot loaders appear to be missing, try changing the case on their filenames or on the <tt>EFI</tt> directory in the ESP. (It's coded as uppercase in rEFInd; but EFI loader filename extensions are coded as lowercase <tt>.efi</tt>. I made these choices because they seem to be the most common uses on real-world installations.)</p>
-<p>Before delving into the configuration file, you should be aware of what you can do by renaming files. By default, rEFInd scans all the filesystems it can read for boot loaders. It scans most of the subdirectories of the <tt>EFI</tt> directory on every filesystem it can access for files with names that end in <tt>.efi</tt>. (rEFIt gives special treatment to the <tt>TOOLS</tt> subdirectory, where it looks for system tools rather than boot loaders.)</p>
+<p>Before delving into the configuration file, you should be aware of what you can do by renaming files. By default, rEFInd scans all the filesystems it can read for boot loaders. It scans most of the subdirectories of the <tt>EFI</tt> directory on every filesystem it can access for files with names that end in <tt>.efi</tt>. (rEFInd gives special treatment to the <tt>tools</tt> subdirectory, where it looks for system tools rather than boot loaders.)</p>
<p>If you're like me, you may sometimes want to hide a boot loader from rEFInd's menu for a brief period—say, because you're testing a variety of configurations but you don't want them all to clutter the menu at once. You might also want to hide a boot loader if you want to override its default settings using a custom entry in <tt>refind.conf</tt> and you don't want an automatic search to duplicate that entry. You can easily hide a boot loader by removing or changing its <tt>.efi</tt> filename extension—for instance, changing <tt>grub.efi</tt> to <tt>grub</tt>.</p>
<li>You can place a boot loader in a directory with a name that matches one of rEFInd's standard icons, which take names of the form <tt>os_<tt class="variable">name</tt>.icns</tt>. To use this icon, you would place the boot loader in the directory called <tt class="variable">name</tt>.</li>
-<li>You can name an icon file after your boot loader, but with an extension of <tt>.icns</tt>. For instance, if you're using <tt class="variable">loader</tt><tt>.efi</tt>, you would name the icon file <tt class="variable">loader</tt><tt>.icns</tt>. These icon files should be 128x128 images in <a href="http://en.wikipedia.org/wiki/Apple_Icon_Image_format">Apple's ICNS format.</a> You can create such files easily in OS X or convert PNG files to ICNS format with <a href="http://icns.sourceforge.net/">libicns.</a> Note that the <tt>scan_all_linux_kernels</tt> option can cause loader-specific icon files for Linux kernels (but not other loaders) to be improperly assigned loader tags, so if you want to use this option, you should not also assign your kernels custom icons in this way.</li>
+<li>You can name an icon file after your boot loader, but with an extension of <tt>.icns</tt>. For instance, if you're using <tt class="variable">loader</tt><tt>.efi</tt>, you would name the icon file <tt class="variable">loader</tt><tt>.icns</tt>. (If you use the <tt>scan_all_linux_kernels</tt> option, you can give an icon for a Linux kernel without a <tt>.efi</tt> extension a name based on the kernel name but with a <tt>.icns</tt> extension—for instance, <tt>bzImage-3.3.2.icns</tt> will serve as the icon for the <tt>bzImage-3.3.2</tt> kernel.) These icon files should be 128x128 images in <a href="http://en.wikipedia.org/wiki/Apple_Icon_Image_format">Apple's ICNS format.</a> You can create such files easily in OS X or convert PNG files to ICNS format with <a href="http://icns.sourceforge.net/">libicns.</a></li>
<li>If you're booting OS X from its standard boot loader, or if you place a boot loader file in the root directory of a partition, you can create a file called <tt>.VolumeIcon.icns</tt> that holds an icon file. OS X uses this file for its volume icons, so rEFInd picks up these icons automatically, provided they include 128x128 bitmaps.</li>
<tr>
<td><tt>hideui</tt></td>
<td><tt>banner</tt>, <tt>label</tt>, <tt>singleuser</tt>, <tt>hwtest</tt>, <tt>arrows</tt>, or <tt>all</tt></td>
- <td>Removes the specified user interface features. <tt>banner</tt> removes the banner graphic, <tt>label</tt> removes the text description of each tag, <tt>singleuser</tt> removes the single-user option from the Mac OS sub-menu, <tt>hwtest</tt> removes the Mac OS hardware test option, <tt>arrows</tt> removes the arrows to the right or left of the OS tags when rEFInd finds too many OSes to display simultaneously, and <tt>all</tt> removes all of these options. You can specify multiple parameters with this option. The default is to set none of these values.</td>
+ <td>Removes the specified user interface features. <tt>banner</tt> removes the banner graphic, <tt>label</tt> removes the text description of each tag and the countdown timer, <tt>singleuser</tt> removes the single-user option from the Mac OS sub-menu, <tt>hwtest</tt> removes the Mac OS hardware test option, <tt>arrows</tt> removes the arrows to the right or left of the OS tags when rEFInd finds too many OSes to display simultaneously, and <tt>all</tt> removes all of these options. You can specify multiple parameters with this option. The default is to set none of these values.</td>
+</tr>
+<tr>
+ <td><tt>icons_dir</tt></td>
+ <td>directory name</td>
+ <td>Specifies a directory in which custom icons may be found. This directory should contain files with the same names as the files in the standard <tt>icons</tt> directory. The directory name is specified relative to the directory in which the rEFInd binary resides. The standard <tt>icons</tt> directory is searched if an icon can't be found in the one specified by <tt>icons_dir</tt>, so you can use this location to redefine just some icons.</td>
</tr>
<tr>
<td><tt>banner</tt></td>
<tr>
<td><tt>selection_big</tt></td>
<td>filename</td>
- <td>Specifies a graphics file that can be used to highlight the OS selection icons. This should be a 144x144 image in BMP format.</td>
+ <td>Specifies a graphics file that can be used to highlight the OS selection icons. This should be a 144x144 image in BMP format, stored in rEFInd's main directory.</td>
</tr>
<tr>
<td><tt>selection_small</tt></td>
<td>filename</td>
- <td>Like <tt>selection_big</tt>, this sets an alternate highlight graphic, but for the smaller utility tags on the second row.</td>
+ <td>Like <tt>selection_big</tt>, this sets an alternate highlight graphic, but for the smaller utility tags on the second row. This should be a 64x64 image in BMP format, stored in rEFInd's main directory.</td>
</tr>
<tr>
<td><tt>showtools</tt></td>
<td><tt>shell</tt>, <tt>gptsync</tt>, <tt>about</tt>, <tt>exit</tt>, <tt>shutdown</tt>, and <tt>reboot</tt></td>
- <td>Specifies which tool tags to display on the second row. <tt>shell</tt> launches an EFI shell, <tt>gptsync</tt> launches a tool that creates a hybrid MBR, <tt>about</tt> displays information about the program, <tt>exit</tt> terminates rEFInd, <tt>shutdown</tt> shuts down the computer (or reboots it, on UEFI PCs), and <tt>reboot</tt> reboots the computer. The tags appear in the order in which you specify them. The default is <tt>shell, about, shutdown, reboot</tt>.</td>
+ <td>Specifies which tool tags to display on the second row. <tt>shell</tt> launches an EFI shell, <tt>gptsync</tt> launches a tool that creates a hybrid MBR, <tt>about</tt> displays information about the program, <tt>exit</tt> terminates rEFInd, <tt>shutdown</tt> shuts down the computer (or reboots it, on UEFI PCs), and <tt>reboot</tt> reboots the computer. The tags appear in the order in which you specify them. The default is <tt>shell, about, shutdown, reboot</tt>. Note that the <tt>shell</tt> and <tt>gptsync</tt> options both require the presence of programs not included with rEFInd; see the <a href="installing.html#addons">"Installing Additional Components"</a> section of the <a href="installing.html">Installing rEFInd</a> page for pointers to these programs.</td>
</tr>
<tr>
<td><tt>textonly</tt></td>
<td>Two integer values</td>
<td>Sets the video resolution used by rEFInd; takes a width and a height as options. For instance, <tt>resolution 1024 768</tt> sets the resolution to 1024x768. If you set a resolution that doesn't work on a UEFI-based system, rEFInd displays a message along with a list of valid modes. On an system built around EFI 1.<i>x</i> (such as a Mac), setting an incorrect resolution fails silently; you'll get the system's default resolution. You'll also get the system's default resolution if you set either resolution value to <tt>0</tt> or if you pass anything but two numbers. (Note that passing a resolution with an <tt>x</tt>, as in <tt>1024x768</tt>, will be interpreted as <i>one</i> option and so will cause the default resolution to be used.) Also, be aware that it is possible to set a valid resolution for your video card that's invalid for your monitor. If you do this, your monitor will go blank until you've booted an OS that resets the video mode.</td>
</tr>
+<tr>
+ <td><tt>use_graphics_for</tt></td>
+ <td><tt>osx</tt>, <tt>linux</tt>, <tt>elilo</tt>, <tt>grub</tt>, and <tt>windows</tt></td>
+ <td>Ordinarily, rEFInd clears the screen and displays basic boot information when launching any OS but Mac OS X. For OS X, the default behavior is to clear the screen to the default background color and display no information. You can specify the simpler Mac-style behavior by specifying the OSes or boot loaders you want to work this way with this option. (OSes that should use text-mode displays should be omitted from this list.) Note that this option doesn't affect what the boot loader does; it may display graphics, text, or nothing at all. Thus, the effect of this option is likely to last for just a fraction of a second. On at least one firmware (used on some Gigabyte boards), setting <tt>use_graphics_for linux</tt> is required to avoid a system hang when launching Linux via its EFI stub loader.</td>
+</tr>
<tr>
<td><tt>scan_driver_dirs</tt></td>
<td>directory path(s)</td>
- <td>Scans the specified directory or directories for EFI driver files. If rEFInd discovers <tt>.efi</tt> files in those directories, they're loaded and activated as drivers. This option sets directories to scan <i>in addition to</i> the <tt>drivers</tt> subdirectory of the rEFInd installation directory, which is always scanned, if present.</td>
+ <td>Scans the specified directory or directories for EFI driver files. If rEFInd discovers <tt>.efi</tt> files in those directories, they're loaded and activated as drivers. This option sets directories to scan <i>in addition to</i> the <tt>drivers</tt> and <tt>drivers_<i>arch</i></tt> subdirectories of the rEFInd installation directory, which are always scanned, if present.</td>
</tr>
<tr>
<td><tt>scanfor</tt></td>
<td><tt>internal</tt>, <tt>external</tt>, <tt>optical</tt>, <tt>hdbios</tt>, <tt>biosexternal</tt>, <tt>cd</tt>, and <tt>manual</tt></td>
- <td>Tells rEFInd what methods to use to locate boot loaders. The <tt>internal</tt>, <tt>external</tt>, and <tt>optical</tt> parameters tell rEFInd to scan for EFI boot loaders on internal, external, and optical (CD, DVD, and Blu-ray) devices, respectively. The <tt>hdbios</tt>, <tt>biosexternal</tt>, and <tt>cd</tt> parameters are similar, but scan for BIOS boot loaders. (Note that the BIOS options are likely to be useless on UEFI PCs.) The <tt>manual</tt> parameter tells rEFInd to scan the configuration file for manual settings. You can specify multiple parameters to have the program scan for multiple boot loader types. When you do so, the order determines the order in which the boot loaders appear in the menu. The default is <tt>internal, external, optical</tt>.</td>
+ <td>Tells rEFInd what methods to use to locate boot loaders. The <tt>internal</tt>, <tt>external</tt>, and <tt>optical</tt> parameters tell rEFInd to scan for EFI boot loaders on internal, external, and optical (CD, DVD, and Blu-ray) devices, respectively. The <tt>hdbios</tt>, <tt>biosexternal</tt>, and <tt>cd</tt> parameters are similar, but scan for BIOS boot loaders. (Note that the BIOS options scan more thoroughly and actively on Macs than on UEFI-based PCs; for the latter, only options in the firmware's boot list are scanned, as described on the <a href="using.html">Using rEFInd</a> page.) The <tt>manual</tt> parameter tells rEFInd to scan the configuration file for manual settings. You can specify multiple parameters to have the program scan for multiple boot loader types. When you do so, the order determines the order in which the boot loaders appear in the menu. The default is <tt>internal, external, optical, manual</tt> on most systems, but <tt>internal, hdbios, external, biosexternal, optical, cd, manual</tt> on Macs.</td>
+</tr>
+<tr>
+ <td><tt>scan_delay</tt></td>
+ <td>Numeric (integer) value</td>
+ <td>Imposes a delay before rEFInd scans for disk devices. Ordinarily this is not necessary, but on some systems, some disks (particularly external drives and optical discs) can take a few seconds to become available. If some of your disks don't appear when rEFInd starts but they <i>do</i> appear when you press the Esc key to re-scan, try uncommenting this option and setting it to a modest value, such as <tt>2</tt>, <tt>5</tt>, or even <tt>10</tt>. The default is <tt>0</tt>.</td>
</tr>
<tr>
<td><tt>also_scan_dirs</tt></td>
<td>directory path(s)</td>
<td>Adds the specified directory or directories to the directory list that rEFInd scans for EFI boot loaders when <tt>scanfor</tt> includes the <tt>internal</tt>, <tt>external</tt>, or <tt>optical</tt> options. Directories are specified relative to the filesystem's root directory. If this option is used, it's applied to <i>all</i> the filesystems that rEFInd scans. If a specified directory doesn't exist, rEFInd ignores it (no error results).</td>
</tr>
+<tr>
+ <td><tt>dont_scan_dirs</tt> or <tt>don't_scan_dirs</tt></td>
+ <td>directory path(s)</td>
+ <td>Adds the specified directory or directories to a directory "blacklist"—these directories are <i>not</i> scanned for boot loaders, on <i>any</i> partition. This may be useful to keep duplicate boot loaders out of the menu (say, if <tt>EFI/Boot/bootx64.efi</tt> is a duplicate of another boot loader); or to keep drivers or utilities out of the boot menu, if you've stored them in a subdirectory of <tt>EFI</tt>. This option takes precedence over <tt>also_scan_dirs</tt>; if a directory appears in both lists, it will <i>not</i> be scanned.</td>
+</tr>
<tr>
<td><tt>scan_all_linux_kernels</tt></td>
<td>None</td>
- <td>When set, causes rEFInd to add Linux kernels (files with names that begin with <tt>vmlinuz</tt> or <tt>bzImage</tt>) to the list of EFI boot loaders, even if they lack <tt>.efi</tt> filename extensions. The hope is that this will simplify use of rEFInd on distributions that provide kernels with EFI stub loader support but that don't give those kernels names that end in <tt>.efi</tt>. Of course, the kernels must still be stored on a filesystem that rEFInd can read, and in a directory that it scans. (<a href="drivers.html">Drivers</a> and the <tt>also_scan_dirs</tt> options can help with those issues.) Note that this option can cause unwanted files to be improperly detected and given loader tags, such as older kernels without EFI stub loader support and <tt>.icns</tt> files used to give kernels unique icons. For this reason, it's disabled by default.</td>
+ <td>When set, causes rEFInd to add Linux kernels (files with names that begin with <tt>vmlinuz</tt> or <tt>bzImage</tt>) to the list of EFI boot loaders, even if they lack <tt>.efi</tt> filename extensions. The hope is that this will simplify use of rEFInd on distributions that provide kernels with EFI stub loader support but that don't give those kernels names that end in <tt>.efi</tt>. Of course, the kernels must still be stored on a filesystem that rEFInd can read, and in a directory that it scans. (<a href="drivers.html">Drivers</a> and the <tt>also_scan_dirs</tt> options can help with those issues.) Note that this option can cause unwanted files to be improperly detected and given loader tags, such as older kernels without EFI stub loader support. For this reason, it's disabled by default, but that may change in the future.</td>
</tr>
<tr>
<td><tt>default_selection</tt></td>
- <td>A substring of a boot loader's title</td>
- <td>Sets the default boot OS based on the loader's title, which appears in the main menu when you select the loader; the text reads <tt>Boot <i>Title</i> from <i>Disk</i></tt>. You can enter any substring of <tt><i>Title</i></tt> as the <tt>default_selection</tt>, so long as it's two or more characters in length. Be sure you enter a unique substring, though; rEFInd stops searching when it finds the first match. One-character entries are matched against the first character of the title, except for digits, which refer to the numeric order of the boot loader entries. (Note: In version 0.2.0, only the first character of this entry was used, and was matched against the first character of the title.)</td>
+ <td>A substring of a boot loader's title; or a numeric position</td>
+ <td>Sets the default boot OS based on the loader's title, which appears in the main menu beneath the icons when you select the loader. You can enter any substring of the title as the <tt>default_selection</tt>, so long as it's two or more characters in length. It's best to use a unique substring, since rEFInd stops searching when it finds the first match. Because rEFInd sorts entries within a directory in descending order by file modification time, if you specify a directory (or volume name, for loaders in a partition's root directory) as the <tt>default_selection</tt>, the most recent loader in that directory will be the default. One-character entries are matched against the first character of the title, except for digits, which refer to the numeric order of the boot loader entries.</td>
</tr>
</table>
<tr>
<td><tt>icon</tt></td>
<td>filename</td>
- <td>Sets the filename for an icon for the menu. If you omit this item, a default icon will be used, based on rEFInd's auto-detection algorithms.</td>
+ <td>Sets the filename for an icon for the menu. If you omit this item, a default icon will be used, based on rEFInd's auto-detection algorithms. The filename should be a complete path from the root of the current directory, not relative to the default icons subdirectory or the one set via <tt>icons_dir</tt>.</td>
</tr>
<tr>
<td><tt>ostype</tt></td>
initrd \kernels\initrd-3.3.0-rc7.img
options "root=/dev/sda3 ro"
}
+
+menuentry "Windows via shell script" {
+ icon \EFI\refind\icons\os_win.icns
+ loader \EFI\tools\shell.efi
+ options "fs0:\EFI\tools\launch_windows.nsh"
+}
</pre>
-<p>This example sets up two entries: one for Ubuntu Linux and one for Gentoo Linux. Note that the two entries use different directory separators, simply to demonstrate the fact that it's possible. The Ubuntu entry sets no icon, since rEFInd will note that the boot loader is stored in the <tt>ubuntu</tt> directory, and it will automatically find the appropriate Ubuntu icon (<tt>os_ubuntu.icns</tt>). This option is, however, disabled, so no matching icon will appear when you reboot unless you first comment out or delete the <tt>disabled</tt> line.</p>
+<p>This example sets up three entries: one for Ubuntu Linux, one for Gentoo Linux, and one to launch a shell script. Note that the first two entries use different directory separators, simply to demonstrate the fact that it's possible. The Ubuntu entry sets no icon, since rEFInd will note that the boot loader is stored in the <tt>ubuntu</tt> directory, and it will automatically find the appropriate Ubuntu icon (<tt>os_ubuntu.icns</tt>). This option is, however, disabled, so no matching icon will appear when you reboot unless you first comment out or delete the <tt>disabled</tt> line.</p>
<p class="sidebar"><b>Tip:</b> Under Linux, you can learn a filesystem's label by using <tt>blkid</tt>, as in <tt class="userinput">blkid /dev/sda1</tt>. The filesystem's label, if set, is identified by the keyword <tt>LABEL</tt> in the output.</p>
<p>The Gentoo entry begins with an icon specification to be sure that the icon is loaded from the same volume as rEFInd. (If the icon were stored on the same filesystem as the kernel, you'd place the <tt>icon</tt> line after the <tt>volume</tt> line.) This entry uses the <tt>volume</tt> token to tell rEFInd to load the kernel and initial RAM disk file from the filesystem called <tt>G_KERNELS</tt>. It passes the filename for an initial RAM disk using the <tt>initrd</tt> line and free-form options using the <tt>options</tt> line. Note that the kernel filename does <i>not</i> include a <tt>.efi</tt> extension, which keeps rEFInd from picking up the kernel file in its auto-scans.</p>
-<p>You can combine these OS stanzas with the global <tt>refind.conf</tt> options presented earlier. The result would contain just one entry on the rEFInd boot menu, unless rEFInd found other boot options on an external or optical disk.</p>
+<p>The <tt>Windows via shell script</tt> entry may seem puzzling, but its purpose is to launch an OS (Windows in this case) after performing additional pre-boot initialization, which is handled by an EFI shell script. This works because you can pass the name of a shell script to an EFI shell—the script is named on the stanza's <tt>options</tt> line, using EFI file notation. The shell script, in turn, does whatever it needs to do and then launches the OS's boot loader:</p>
+
+<pre class="listing">mm 0003003E 8 -pci
+fs0:\EFI\Microsoft\Boot\bootmgfw.efi</pre>
+
+<p>This example writes data to the computer's PCI bus via the EFI shell's <tt>mm</tt> command and then launches Windows. Chances are you won't need to engage in such operations, and I do <i>not</i> recommend you try this exact example unless you know what you're doing! This command was required to activate the video hardware on a computer of a person with whom I corresponded prior to booting Windows, but such needs are rare.</p>
+
+<p>You can combine these OS stanzas with the global <tt>refind.conf</tt> options presented earlier. The result would contain just two entries on the rEFInd boot menu (for Gentoo and Windows, since the Ubuntu entry is disabled), unless rEFInd found other boot options on an external or optical disk.</p>
<h2>Creating Submenu Entries</h2>