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<h1>The rEFInd Boot Manager:<br />The Future of rEFInd</h1>
href="mailto:rodsmith@rodsbooks.com">rodsmith@rodsbooks.com</a></p>
<p>Originally written: 3/14/2012; last Web page update:
-12/5/2012, referencing rEFInd 0.5.0</p>
+11/8/2015, referencing rEFInd 0.10.0</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>
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<hr />
systems with a limited number of configurations. Therefore, if you
try rEFInd and run into bugs, please report them to me!</li>
- <li>I have little talent with graphics manipulation programs, so
- rEFInd's boot logo, such as it is, is pretty weak. If you have
- artistic talent and would like to create a rEFInd logo, please feel
- free to send it to me. I won't make any final decision about
- changes until at least June 30 of 2012.</li>
-
<li>rEFIt's original design, and hence rEFInd's design, enables easy
theming by replacing icon files. If you'd like to design a new
theme for rEFInd, feel free to submit it. I might or might not
<ul>
+ <li>As described in reference to version 0.9.2 on the <a
+ href="revisions.html">Revisions</a> page, rEFInd includes a
+ delicate and hackish workaround to a problem introduced by Shim
+ 0.8. Developing a better solution to that problem is a high
+ priority.</li>
+
<li>The support for booting legacy (BIOS) OSes on UEFI-based PCs
currently has a number of limitations. Most importantly, it works
off of the list of boot devices stored in the computer's NVRAM. I'd
optical drives and uses generic icons rather than OS-specific
icons.</li>
- <li>Currently, rEFInd can detect whether it's compiled for <i>x</i>86
- or <i>x</i>86-64 systems and displays this information in its
- "About" screen (<tt>AboutrEFInd()</tt> in <tt>main.c</tt>). I'd
- like to add detection for Itanium and ARM systems, but I have no
- way to test such changes.</li>
-
- <li>The code could be more flexible in its handling of the sizes of
- various graphical elements, and particularly drawn text. Prior to
- version 0.2.2, submenu text was invisible on UEFI-based PCs with
- 800x600 and smaller displays because of an inability to properly
- crop the graphics fields that hold the text. With version 0.2.2,
- I've put a band-aid on this problem by reducing the field size so
- that it now works on 800x600 displays, but smaller displays still
- suffer from this problem. This is just an example of the
- inflexibility of certain layout issues within rEFInd.</li>
-
- <li>Although the ICNS file format used by rEFInd supports multiple
- image sizes, if a size that rEFInd needs isn't present in the file,
- rEFInd can't use the icon. The ability to scale images to the
- desired size would be useful.</li>
-
- <li>I would like to be able to specify the volume on which a boot
- loader resides using a partition GUID value, but extracting a GUID
- from the partition data is harder than extracting the volume's
- label or counting up the filesystem numbers.</li>
-
- <li>The default_selection option in refind.conf could be improved by
- supporting a list of default options, so that if the first item
- isn't found, rEFInd will try to boot the second one in the list,
- and so on. This could be handy in case a driver fails to load, or
- to provide an override in case the user inserts a specific
- removable disk—by placing the removable disk's name first in
- the list, it will take precedence over the normal hard disk
- default.</li>
-
- <li>Along the lines of the previous item, the default_selection might
- be expanded to support some form of specification of disk types, as
- in a special entry for any optical disk or any external disk, no
- matter what its name is.</li>
+ <li>rEFInd's <tt>Makefile</tt>s and, to a lesser extent, C code,
+ support <i>x</i>86, <i>x</i>86-64, and ARM64 CPUs. EFI is also
+ available for Itanium (IA-64) and ARM32 CPUs, so I'd like to add
+ this support.</li>
+
+ <li>Currently, rEFInd can detect whether it's compiled for <i>x</i>86,
+ <i>x</i>86-64, or ARM64 systems and displays this information in
+ its "About" screen (<tt>AboutrEFInd()</tt> in <tt>main.c</tt>). I'd
+ like to add detection for Itanium and 32-bit ARM systems, but I
+ have no way to test such changes.</li>
+
+ <li>Further to the preceding, rEFInd's GPT-scanning code (used to
+ extract partition names) includes assumptions about byte order, and
+ so will work only on little-endian CPUs such as the x86 and
+ x86-64.</li>
+
+ <li>A way to set the color of the font would be useful for theming
+ purposes.</li>
+
+ <li>The program's font features could be greatly improved by enabling
+ use of a standard font format, by enabling use of non-ASCII
+ characters, and by enabling use of variable-width as well as
+ monospace fonts.</li>
+
+ <li>The <tt>default_selection</tt> might be expanded to support some
+ form of specification of disk types, as in a special entry for any
+ optical disk or any external disk, no matter what its name is.</li>
<li>It would be useful to be able to specify paths to boot loaders
and/or initial RAM disks relative to the rEFInd directory (or the
boot loader's directory, in the case of initrds).</li>
- <li>Various options (<tt>dont_scan_dirs</tt>, <tt>also_scan_dirs</tt>,
- <tt>scan_driver_dirs</tt>, etc.) refer to directories or files,
- either on the ESP or on all partitions. A way to identify specific
- partitions for these options would be useful in some
- situations.</li>
+ <li>Currently the background for certain subscreens (such as the
+ information page or submenu listings) is a solid color based on the
+ upper-left corner of the screen. Having an option to support a
+ transparent background is desirable to some users.</li>
+
+ <li>When delivering rEFInd as a boot loader from a network server,
+ rEFInd is limited to its default options and can boot only local
+ OSes, not network OSes. The cause is that the server delivers a
+ single file, so rEFInd is divorced from its configuration and
+ support files.</li>
+
+ <li>A way to identify specific Windows versions and present unique
+ icons or change the text is desirable. Currently, a crude
+ distinction of XP and earlier vs. Vista and later is possible for
+ BIOS-booting on Macs, but no such distinction is made for EFI-mode
+ booting, and nothing finer-grained is attempted. Improvements will
+ probably require identifying unique features of each version's boot
+ loader files or boot sector code.</li>
- </ul></li> <!-- Improvements -->
+</ul></li> <!-- Improvements -->
<li><b>Known bugs that need squashing:</b>
<ul>
- <li>When in Secure Boot mode, rEFInd can launch just one driver that's
- signed with a shim key or MOK. The second and later drivers
- generate "access denied" errors. <!-- I think this is because of
- the fast-and-loose sample code I borrowed from shim, which re-uses
- rEFInd's own image handle (the <tt>image_handle</tt> variable in
- <tt>start_image()</tt>) for launching shim/MOK-signed binaries. The
- result is that when the second driver is loaded, it can't register
- itself with the firmware because the firmware believes it's already
- been registered. The solution is likely to involve creating a child
- image handle rather than re-using rEFInd's own image handle, but
- this is likely to be tedious to do—see
- <tt>/usr/local/UDK2010/MyWorkSpace/MdeModulePkg/Core/Dxe/Image/Image.c</tt>
- for the reference UEFI implementation. --> </li>
-
- <li>When launching ELILO in Secure Boot mode, ELILO can't find its
- configuration file. It's possible that a similar problem exists for
- other boot loaders, too.</li>
-
- <li>When setting a resolution higher than about 800x600 (or maybe even
- 640x480) in text mode, the text displayed by rEFInd, and on some
- systems shells and other programs launched from rEFInd, is
- restricted to an 80x24-character area in the top-left corner of the
- screen.</li>
-
- <li>The <a href="http://www.rodsbooks.com/gb-hybrid-efi/">Gigabyte
- Hybrid EFI</a> has a bug that causes the allegedly case-insensitive
+ <li>I've been receiving reports of blank screens when using rEFInd on
+ some recent Mac models. I've investigated this with the help of one
+ user, and I suspect that Apple has made changes to its firmware
+ that are likely to affect just about any EFI program. I don't have
+ a definitive solution, but at least one user has reported that
+ removing rEFInd's drivers has caused the problem to go into
+ remission.</li>
+
+ <li>Some EFIs have bugs that cause the allegedly case-insensitive
<tt>StriCmp()</tt> function to perform a case-sensitive comparison.
This causes any number of bugs in file matching. For instance:
Changing the case of icon filename extensions (or various other
"generic" ones; and rEFInd sometimes appears in its own menu (the
firmware sometimes returns an all-caps version of the filename, but
other times returns the filename with the correct case, causing a
- mismatch if the path includes lowercase elements). Some of these
- problems can be overcome by converting both strings to be compared
- to one case before doing the comparison, but others aren't so easy,
- since I think <tt>StriCmp()</tt> is being called internally to the
- EFI. In any event, it'd be nice to fix some of these problems.
- OTOH, this is a workaround for a bug on just one EFI
- implementation, and a dismal one at that, so I'm inclined to just
- let it go.</li>
-
- <li>The Shutdown option works correctly on Macs, but not on UEFI-based
+ mismatch if the path includes lowercase elements). This problem is
+ worse when compiling rEFInd with GNU-EFI than with Tianocore.
+ Version 0.9.1 has made improvements on this score, but some issues
+ may continue to lurk.</li>
+
+ <li>The Shutdown option works correctly on Macs, but not on many UEFI-based
PCs. On such systems, Shutdown reboots the computer. This should be
fixed.</li>
Apple-specific EFI extension, and I know of no standard EFI way to
do it.</li>
+ <li>A couple of Mac users have reported that the brightness-adjustment
+ features in Windows don't work when Windows is booted via rEFInd,
+ but that these features do work when Windows is booted via the
+ Mac's built-in boot manager. Unfortunately, I have no idea what
+ causes this problem, I have no Windows installation on my one
+ (elderly) Mac, and I have no way to debug it. Therefore, it's
+ unlikely that I'll be able to fix this problem myself; but if you
+ have the equipment and skill to do so, I'd be interested in
+ receiving a patch.</li>
+
+ <li>If you use a true MBR disk on a Mac to boot Windows or some other
+ BIOS-only OS, and if that disk has an extended partition, bogus
+ additional BIOS/legacy-bootable options may appear in the rEFInd
+ menu. The reason appears to be a bug in the handling of
+ extended/logical partitions in the <tt>refind/lib.c</tt> file, but
+ I haven't fully tracked it down.</li>
+
<li>The re-scan feature occasionally produces odd results, such as
ignoring new media or keeping old media that have been ejected.
This should be investigated and fixed.</li>
caused by a truncated DevicePath to the shell, which includes the
shell's pathname but not the device identifier.</li>
+ <li>When specifying a volume by name in <tt>dont_scan_dirs</tt>,
+ slashes are converted to backslashes in the specification but not
+ in the actual volume name read from disk. Thus, you can't specify a
+ volume by name if it includes a slash (as in <tt>Fedora
+ /boot</tt>). Workarounds are to rename the volume to omit the slash
+ and to use a filesystem number rather than a volume label.</li>
+
<li>The code is in need of review to search for memory leaks and
similar problems.</li>
+ <li>If the user has a Linux software RAID 1 array with Btrfs, HFS+,
+ or FAT filesystem, rEFInd will detect kernels or boot loaders in
+ RAID 1 twice. Checks to prevent this with ext2/3/4fs and ReiserFS
+ already exist; these checks could be expanded to block such
+ duplication with more filesystems.</li>
+
+ <li>Some Macs experience problems with waking up from suspend states
+ when rEFInd is installed. Unfortunately, I lack the hardware to
+ test and experiment with this (my only Intel-based Mac doesn't
+ exhibit this problem), so I can't fix this myself. <a
+ href="apple.stackexchange.com/questions/91139/why-does-my-mbp-sleep-on-mountain-lion-and-often-not-wake-up/91150#91150">Using
+ <tt>pmset</tt> to disable the <tt>autopoweroff</tt> option</a> is
+ <a
+ href="http://apple.stackexchange.com/questions/91529/macbook-air-not-waking-up-from-suspend-sleep-with-refind-boot-manager-installed">claimed
+ by some</a> to at least partially fix the problem, though. Using
+ the <tt>--ownhfs</tt> installation option may also help in some
+ cases.</li>
+
+ <li>If you activate BIOS-mode support on UEFI-based PCs, you may find
+ multiple copies of the BIOS-mode loaders added to your firmware's
+ boot manager. Only one copy shows up in rEFInd, though.</li>
+
</ul></li> <!-- Known bugs -->
<li><b>New features I'd like to add:</b>
<ul>
- <li>With the arrival of PCs preloaded with Windows 8 and with Secure
- Boot enabled, some way to cope is in order. I'm thinking of adding
- code to limit or prohibit booting of unsigned boot loaders if
- rEFInd detects that Secure Boot is active, and link with the <a
- href="http://mjg59.dreamwidth.org/18945.html">Shim</a>
- pre-bootloader to help handle signing and authentication. I need to
- research the technical details more, though.</li>
-
- <li>EFI supports network boots. rEFInd doesn't, but it would be nice if
- it would.</li>
-
<li>There's currently no way to create a manual boot stanza for a
BIOS-booted OS. This isn't a big priority for me personally, but I
can see how it could be for some people.</li>
- <li>I've received queries about rEFInd's ability to work with Apple's
- whole-disk encryption scheme that's new with OS X 10.7.
- Unfortunately, I lack the hardware to test this, but my
- understanding is that it will work correctly <i>if</i> rEFInd is
- installed in the ESP rather than on the Mac OS X root partition.
- See <a
- href="https://sourceforge.net/p/refind/discussion/general/thread/5c7d0195/">this
- forum thread</a> for more information.</li>
-
<li>I'd like to find a way to enable users to enter customizations for
boot options and then save them to the <tt>refind.conf</tt> file.
One possible way to implement this would be to have manual boot
stanzas override auto-detected boot loader definitions for the same
boot loader file.</li>
+ <li>Along similar lines, some users have asked for a way to take
+ detected boot programs and create a set of manual boot stanzas for
+ them, so that they can be modified manually.</li>
+
+ <li>Support for touchscreens and/or configurable buttons for rEFInd's
+ actions would enable use of rEFInd on tablet computers that lack
+ complete keyboards.</li>
+
+ <li>The ability to rotate the display for users who rotate their
+ monitors or who use tablets would be helpful.</li>
+
+ <li>GRUB provides a configuration-file command called <tt>outb</tt>
+ that enables manipulating hardware registers. Something similar,
+ via the <tt>mm</tt> command, can be done in the EFI shell. I'd like
+ to add such a feature to rEFInd, since it enables doing things like
+ disabling one or another video output on Macs with two video
+ cards.</li>
+
+ <li>I have thoughts about creating an EFI configuration tool and
+ information utility—something to tell you about your hard
+ disks, enable you to manage MOKs, adjust boot loader priority in
+ the NVRAM, and so on. This would be useful in system maintenance
+ and in recovering from boot problems.</li>
+
+ <li>An installation tool for the EFI environment would be useful.
+ A simple EFI shell script might work, but because this function
+ requires access to the <tt>bcfg</tt> command, this would work
+ only from a version 2 shell or if <tt>bcfg</tt> were implemented
+ as a standalone program. Another alternative would be a program
+ written in C.</li>
+
<li>It should be possible to override specific auto-detected boot
loader settings—say, to disable one specific boot loader or
change its icon.</li>
- <li>A way to read boot options set via <tt>efibootmgr</tt>,
- <tt>bless</tt>, or similar options from NVRAM to add to the boot
- set would be useful.</li>
+ <li>A GUI configuration tool for host OSes (Linux, OS X, Windows, etc.)
+ would be nice, but it's low on my personal priority list. If you'd
+ like to contribute, I prefer something written in a cross-platform
+ GUI toolkit, so that a single code base can be used on any of the
+ major OSes.</li>
- <li>A way to examine and change the NVRAM settings could be useful.
- This would enable a CD-based boot of rEFInd to fix a broken disk
- boot. Perhaps this could be done via a separate tool that could be
- launched much like the shell or <tt>gptsync</tt>.</li>
+ </ul></li> <!-- New features -->
- <li>I'd like to give the user the ability to set custom options on a
- single-boot basis, similar to what's possible in GRUB.</li>
+<li><b>Improvements to the EFI drivers:</b>
- <li>A way to set the color of the font would be useful for theming
- purposes.</li>
+ <ul>
- <li>Going further, the ability to load arbitrary other fonts, ideally
- in a standard format, would be desirable for theming purposes.</li>
+ <li>Drivers for additional filesystems are desirable. Only XFS and JFS
+ are missing from the major Linux filesystems. UDF would also be a
+ welcome addition, as might drivers for other OSes (say, for the
+ BSDs, especially if BSD developers create a boot loader similar to
+ Linux's EFI stub loader). Also along these lines, adding drivers
+ for Linux LVM and RAID setups would be useful.</li>
- <li>A GUI configuration tool would be nice, but it's low on my personal
- priority list. If you'd like to contribute, I prefer something
- written in a cross-platform GUI toolkit, so that a single code base
- can be used on any of the major OSes.</li>
+ <li>This may not be possible, or it may require a new driver, but a way
+ to have the drivers access files (like a Linux loopback mount) is
+ desirable.</li>
- <li>A way to "source" one configuration file from another one would be
- helpful for some types of configuration scripts. (This would enable
- overriding options in a secondary file without modifying the
- default original file, for instance.)</li>
+ <li>When built with the GNU-EFI package, an attempt to load more than
+ one driver on my 32-bit Mac Mini causes the computer to hang. I do
+ <i>not</i> have this problem with 64-bit drivers on my UEFI-based
+ computers. I don't know if this is a 32-bit issue or a Mac issue.
+ This is <i>not</i> relevant if you're using my binary package,
+ since I build it with the TianoCore EDK2, and the drivers built in
+ that way don't exhibit this bug.</li>
- </ul></li> <!-- New features -->
+ </ul></li> <!-- Drivers -->
- <li><b>Improvements to the EFI drivers:</b>
+<li><b>Improvements to <tt>gptsync</tt>, <tt>refind-install</tt>, or other
+ support tools:</b>
<ul>
- <li>Drivers for additional filesystems are required. Given the recent
- shift to ext4fs, that should be the priority; however, other Linux
- filesystems, UDF, and perhaps others would all be welcome
- additions. Also along these lines, adding drivers for Linux LVM and
- RAID setups would be useful, too.</li>
+ <li>The <tt>gptsync</tt> program can return misleading error codes
+ under some circumstances, such as when it makes no changes to the
+ partition table. Fix this.</li>
- <li>As detailed on the <a href="drivers.html">drivers page,</a> there
- are performance issues with the drivers on some systems. I suspect
- that most "real" computers aren't greatly affected (in my tests,
- the problem is worst with VirtualBox, and the next worst is a
- system that uses <a
- href="http://www.rodsbooks.com/bios2uefi/">DUET</a>). Nonetheless,
- I'd like to track down the cause and fix it.</li>
+ <li>rEFInd's support for network booting is primitive and relies on the
+ external iPXE package. In my own testing, iPXE retrieves the
+ BIOS-mode boot loader from some servers that offer both, which
+ makes it useless on those networks.</li>
- <li>The HFS+ driver returns a volume label of "HFS+ volume", no matter
- what the volume's real label is.</li>
+ <li>A Mac-specific package is highly desirable.</li>
- <li>This may not be possible, or it may require a new driver, but a way
- to have the drivers access files (like a Linux loopback mount) is
- desirable.</li>
-
- </ul></li> <!-- Drivers -->
+ </ul></li>
</ul>
<hr />
-<p>copyright © 2012 by Roderick W. Smith</p>
+<p>copyright © 2012–2015 by Roderick W. Smith</p>
<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>