X-Git-Url: https://code.delx.au/refind/blobdiff_plain/5727128996afc4932c5743ff72507a5ec03589a4..433d93ad78d6b1947938be72f248e03833943847:/docs/refind/configfile.html diff --git a/docs/refind/configfile.html b/docs/refind/configfile.html index 7240cbc..4c3d9d2 100644 --- a/docs/refind/configfile.html +++ b/docs/refind/configfile.html @@ -8,6 +8,8 @@ + +

The rEFInd Boot Manager:
Configuring the Boot Manager

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Originally written: 3/14/2012; last Web page update: -11/6/2012, referencing rEFInd 0.4.7

+4/24/2016, referencing rEFInd 0.10.3

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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!

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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!

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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, refind.conf, which resides in the same directory as its binary file (refind.efi or whatever you've renamed it).

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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 EFI System Partition (ESP) (or your OS X boot partition, in the case of Macs) in conventional locations 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, refind.conf, which resides in the same directory as its binary file (refind_x64.efi or whatever you've renamed it).

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Broadly speaking, rEFInd's configuration file is broken down into two sections: global options and OS stanzas. 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 (#). rEFInd ignores comment lines, so you can add explanatory text. The default configuration file includes numerous comments explaining each of the options.

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Hiding and Displaying EFI Boot Loaders

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Another way to hide a boot loader is to move it into rEFInd's own directory. In order to keep rEFInd from showing up in its own menu, it ignores boot loaders in its own directory. This obviously includes the rEFInd binary file itself, but also anything else you might store there.

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In addition to hiding boot loaders, you can adjust their icons. You can do this in any of three ways for auto-detected boot loaders:

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You can also use the dont_scan_volumes, dont_scan_dirs, and dont_scan_files tokens in refind.conf to hide entire volumes, directories, and individual files, respectively. Note that dont_scan_volumes works with both EFI and legacy scans, whereas the other two options make sense for hiding only EFI-mode boot loaders.

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Setting OS Icons

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In addition to hiding boot loaders, you can adjust their icons. You can do this in any of seven ways for auto-detected boot loaders:

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As a special case, rEFInd assigns icons to the Windows and OS X boot loaders based on their conventional locations, so they get suitable icons even though they don't follow these rules.

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As a special case, rEFInd assigns icons to the Windows and OS X boot loaders based on their conventional locations, so they get suitable icons even if they don't follow these rules.

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In addition to the main OS tag icon, you can set the badge icon for a volume by creating a file called .VolumeBadge.icns or .VolumeBadge.png in the root directory of a partition. If present, it replaces the disk-type icons that are overlaid on the main OS icon. If you use this feature, the badge is applied to all the boot loaders read from the disk, not just those stored in the root directory or the Apple boot loader location. You could use this feature to set a custom badge for different specific disks or to help differentiate multiple OS X installations on one computer. If you don't want any badges, you can add the badges option to hideui in refind.conf. Alternatively, or to hide just certain types of badges, you can replace the four badge icons in the rEFInd icons subdirectory (vol_external.png, vol_internal.png, vol_optical.png, and vol_net.png) with a completely transparent badge. The transparent.png file in the rEFInd icons directory may be used for this purpose.

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In addition to the main OS tag icon, you can set the badge icon for a volume by creating a file called .VolumeBadge.icns in the root directory of a partition. This icon file must include a 32x32 bitmap. If present, it replaces the disk-type icons that are overlaid on the main OS icon. If you use this feature, the badge is applied to all the boot loaders read from the disk, not just those stored in the root directory or the Apple boot loader location. You could use this feature to set a custom badge for different specific disks or to help differentiate multiple OS X installations on one computer.

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The default icon sizes are 128x128 pixels for OS icons, 48x48 pixels for the second-row tools, and 32x32 pixels for badges. You can change the sizes of the big OS icons and the small tool icons with the big_icon_size and small_icon_size tokens in refind.conf, as noted in Table 1. The size of the disk-type badges is 1/4 the size of OS icons.

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Adjusting the Global Configuration

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You can adjust many of rEFInd's options by editing its configuration file, which is called refind.conf. You must first find this file, though. It is located in the rEFInd directory. On a UEFI-based PC, this directory will be located on the EFI System Partition (ESP), which can be in any number of places:

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As a further twist, on Macs rEFInd can exist on its own partition or on the main OS X partition, depending on the version of rEFInd you've installed and the options you passed to the installation script. rEFInd has installed to the ESP by default since version 0.8.4. rEFInd typically lives on the ESP in the EFI/refind directory, or sometimes in EFI/BOOT or elsewhere. Thus, the rEFInd configuration file might be /boot/efi/EFI/refind/refind.conf, /boot/EFI/BOOT/refind.conf, /Volumes/ESP/EFI/refind/refind.conf, S:\EFI\refind\refind.conf, or something else, depending on your OS and mount point.

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You can adjust many of rEFInd's options by editing its refind.conf file. You can use any text editor you like for the job, but be sure it saves the file in plain ASCII text, not in a word processing format. (In theory, a UTF-16 encoding should also work, but I've not tried that myself.) Note that the EFI shell includes its own editor. If you need to make a change before you launch an OS, you can launch a shell, change to the rEFInd directory, and type edit refind.conf to edit the file. This EFI editor is quite primitive, but it gets the job done. After editing, you'll need to reboot for rEFInd to read the changed configuration file.

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You can use any text editor you like to edit refind.conf, but be sure it saves the file in plain ASCII text, not in a word processing format. (In theory, a UTF-16 encoding should also work, but this has been poorly tested.) Note that the EFI shell includes its own editor. If you need to make a change before you launch an OS, you can launch a shell, change to the rEFInd directory, and type edit refind.conf to edit the file. This EFI editor is quite primitive, but it gets the job done. After editing, you'll need to reboot or re-launch rEFInd for rEFInd to read the changed configuration file.

Global configuration file options consist of a name token followed by one or more parameters, as in:

@@ -141,22 +237,42 @@ timeout 20 timeout numeric value - Sets the timeout period in seconds. If 0, the timeout is disabled—rEFInd waits indefinitely for user input. + Sets the timeout period in seconds. If 0, the timeout is disabled—rEFInd waits indefinitely for user input. If -1, rEFInd will normally boot immediately to the default selection; however, if a shortcut key (for instance, W for Windows) is pressed, that system will boot instead. If any other key is pressed, the menu will show with no timeout. + + + screensaver + numeric value + Sets the number of seconds of inactivity before the screen blanks to prevent burn-in. The display returns after most keypresses (unfortunately, not including modifiers such as Shift, Control, Alt, or Option). The default is 0, which disables this feature. Setting this token to -1 causes a blank display until the timeout value passes or you press a key. hideui - banner, label, singleuser, hwtest, arrows, or all - Removes the specified user interface features. banner removes the banner graphic, label removes the text description of each tag and the countdown timer, singleuser removes the single-user option from the Mac OS sub-menu, hwtest removes the Mac OS hardware test option, arrows removes the arrows to the right or left of the OS tags when rEFInd finds too many OSes to display simultaneously, and all removes all of these options. You can specify multiple parameters with this option. The default is to set none of these values. + banner, label, singleuser, safemode, hwtest, arrows, hints, editor, badges, or all + Removes the specified user interface features. banner removes the banner graphic or background image, label removes the text description of each tag and the countdown timer, singleuser removes the single-user option from the OS X sub-menu, safemode removes the option to boot to safe mode from the OS X sub-menu, hwtest removes the Macintosh hardware test option, arrows removes the arrows to the right or left of the OS tags when rEFInd finds too many OSes to display simultaneously, hints removes the brief description of what basic keypresses do, editor disables the options editor, badges removes the device-type badges from the OS tags, and all removes all of these features. You can specify multiple parameters with this option. The default is to set none of these values. icons_dir directory name - 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 icons directory. The directory name is specified relative to the directory in which the rEFInd binary resides. The standard icons directory is searched if an icon can't be found in the one specified by icons_dir, so you can use this location to redefine just some icons. + 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 icons directory. The directory name is specified relative to the directory in which the rEFInd binary resides. The standard icons directory is searched if an icon can't be found in the one specified by icons_dir, so you can use this location to redefine just some icons. Note that if no icons directory is found (either icons or one specified by icons_dir), rEFInd switches to text-only mode, as if textonly had been specified. banner filename - Specifies a custom banner file to replaced the rEFInd banner image. The file should be a BMP image with a color depth of 24, 8, 4, or 1 bits. The file path is relative to the directory where refind.efi is stored. + Specifies a custom banner file to replace the rEFInd banner image. The file should be a BMP or PNG image with a color depth of 24, 8, 4, or 1 bits. The file path is relative to the directory where the rEFInd binary is stored. + + + banner_scale + noscale or fillscreen + Tells rEFInd whether to display banner images pixel-for-pixel (noscale) or to scale banner images to fill the screen (fillscreen). The former is the default. + + + big_icon_size + numeric value (at least 32) + Sets the size of big icons (those used for OSes on the first row). All icons are square, so only one value is specified. If icon files don't contain images of the specified size, the available images are scaled to this size. The disk-type badge size is set indirectly by this token; badges are 1/4 the size of big icons. The default value is 128. + + + small_icon_size + numeric value (at least 32) + Sets the size of small icons (those used for tools on the second row). All icons are square, so only one value is specified. If icon files don't contain images of the specified size, the available images are scaled to this size. The default value is 128. selection_big @@ -170,23 +286,38 @@ timeout 20 showtools - shell, gptsync, about, apple_recovery, exit, shutdown, and reboot - Specifies which tool tags to display on the second row. shell launches an EFI shell, gptsync launches a tool that creates a hybrid MBR, about displays information about the program, apple_recovery boots the OS X Recovery HD, exit terminates rEFInd, shutdown shuts down the computer (or reboots it, on UEFI PCs), and reboot reboots the computer. The tags appear in the order in which you specify them. The default is shell, about, apple_recovery, shutdown, reboot. Note that the shell, apple_recovery, and gptsync options all require the presence of programs not included with rEFInd. See the "Installing Additional Components" section of the Installing rEFInd page for pointers to the shell and gptsync programs. The apple_recovery option will appear only if you've got an Apple Recovery HD partition (which has a boot loader called com.apple.recovery.boot/boot.efi). + shell, memtest, gdisk, gptsync, apple_recovery, csr_rotate, mok_tool, fwupdate, netboot, about, exit, shutdown, reboot, and firmware + Specifies which tool tags to display on the second row. shell launches an EFI shell, memtest (or memtest86) launches the Memtest86 program, gdisk launches the partitioning tool of the same name, gptsync launches a tool that creates a hybrid MBR, apple_recovery boots the OS X Recovery HD, csr_rotate rotates through System Integrity Protection (SIP) values specified by csr_values, windows_recovery boots a Windows recovery tool, mok_tool launches a tool to manage Machine Owner Keys (MOKs) on systems with Secure Boot active, fwupdate launches a firmware-update tool, netboot launches the network boot tool (iPXE), about displays information about rEFInd, exit terminates rEFInd, shutdown shuts down the computer (or reboots it, on some UEFI PCs), reboot reboots the computer, and firmware reboots the computer into the computer's own setup utility. The tags appear in the order in which you specify them. The default is shell, memtest, gdisk, apple_recovery, mok_tool, about, shutdown, reboot, firmware. Note that the shell, memtest, apple_recovery, and mok_tool options all require the presence of programs not included with rEFInd. The gptsync option requires use of a like-named program which, although it ships with rEFInd 0.6.9 and later, is not installed by default except under OS X. See the "Installing Additional Components" section of the Installing rEFInd page for pointers to the shell, Memtest86, and gptsync programs. The apple_recovery option will appear only if you've got an Apple Recovery HD partition (which has a boot loader called com.apple.recovery.boot/boot.efi). The firmware option works only on computers that support this option; on other computers, the option is quietly ignored. See the Secure Boot page for information on Secure Boot and MOK management. + + + font + font (PNG) filename + You can change the font that rEFInd uses in graphics mode by specifying the font file with this token. The font file should exist in rEFInd's main directory and must be a PNG-format graphics file holding glyphs for all the characters between ASCII 32 (space) through 126 (tilde, ~), plus a glyph used for all characters outside of this range. See the Theming rEFInd page for more details. textonly - None - rEFInd defaults to a graphical mode; however, if you prefer to do without the flashy graphics, you can run it in text mode by including this option. + none or one of true, on, 1, false, off, or 0 + rEFInd defaults to a graphical mode; however, if you prefer to do without the flashy graphics, you can run it in text mode by including this option (alone or with true, on, or 1). Passing false, off, or 0 causes graphics mode to be used. (This could be useful if you want to override a text-mode setting in an included secondary configuration file.) Text-only mode is implicitly set if rEFInd cannot find either a subdirectory called icons or a subdirectory named by icons_dir. + + + textmode + text mode number + Sets the text-mode video resolution to be used in conjunction with textonly or for the line editor and program-launch screens. This option takes a single-digit code. Mode 0 is guaranteed to be present and should be 80x25. Mode 1 is supposed to be either invalid or 80x50, but some systems use this number for something else. Higher values are system-specific. Mode 1024 is a rEFInd-specific code that means to not set any mode at all; rEFInd instead uses whatever mode was set when it launched. If you set this option to an invalid value, rEFInd pauses during startup to tell you of that fact. Note that setting textmode can sometimes force your graphics-mode resolution to a higher value than you specify in resolution. On Linux, the /sys/class/graphics/fb0/modes file holds available modes, but it may not be the same set of modes that EFI provides. resolution - Two integer values - Sets the video resolution used by rEFInd; takes a width and a height as options. For instance, resolution 1024 768 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.x (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 0 or if you pass anything but two numbers. (Note that passing a resolution with an x, as in 1024x768, will be interpreted as one 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. + one or two integer values + Sets the video resolution used by rEFInd; takes either a width and a height or a single UEFI video mode number as options. For instance, resolution 1024 768 sets the resolution to 1024x768. On UEFI systems, resolution 1 sets video mode 1, the resolution of which varies from system to system. 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.x (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 both resolution values to 0 or if you pass anything but two numbers. (Note that passing a resolution with an x, as in 1024x768, will be interpreted as one option and so will cause the default resolution to be used.) If you get a higher resolution than you request, try commenting out or changing the textmode value, since it can force the system to use a higher graphics resolution than you specify with resolution. 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. + + + enable_touch + none or one of true, on, 1, false, off, or 0 + Enables support for touch screens (as on tablets). Note that not all tablets provide the necessary support. If this feature is enabled and the tablet supports it, touching an OS or tool should launch it or enter a submenu. In a submenu, it is currently not possible to select a specific item; any touch will launch the default submenu option. use_graphics_for osx, linux, elilo, grub, and windows - 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 use_graphics_for linux is required to avoid a system hang when launching Linux via its EFI stub loader. + 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 use_graphics_for linux is required to avoid a system hang when launching Linux via its EFI stub loader. To add to the default list, specify + as the first option, as in use_graphics_for + windows. scan_driver_dirs @@ -195,38 +326,86 @@ timeout 20 scanfor - internal, external, optical, hdbios, biosexternal, cd, and manual - Tells rEFInd what methods to use to locate boot loaders. The internal, external, and optical parameters tell rEFInd to scan for EFI boot loaders on internal, external, and optical (CD, DVD, and Blu-ray) devices, respectively. The hdbios, biosexternal, and cd 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 Using rEFInd page.) The manual 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 internal, external, optical, manual on most systems, but internal, hdbios, external, biosexternal, optical, cd, manual on Macs. + internal, external, optical, netboot, hdbios, biosexternal, cd, and manual + Tells rEFInd what methods to use to locate boot loaders. The internal, external, and optical parameters tell rEFInd to scan for EFI boot loaders on internal, external, and optical (CD, DVD, and Blu-ray) devices, respectively. The netboot option relies on the presence of the ipxe.efi and ipxe_discover.efi program files in the EFI/tools directory to assist with network (Preboot Execution Environment, or PXE) booting. Note that netboot is experimental. See the BUILDING.txt file for information on building the necessary binaries. The hdbios, biosexternal, and cd 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 Using rEFInd page.) The manual 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 internal, external, optical, manual on most systems, but internal, hdbios, external, biosexternal, optical, cd, manual on Macs. + + + uefi_deep_legacy_scan + none or one of true, on, 1, false, off, or 0 + Tells rEFInd how aggressively to scan for BIOS/CSM/legacy boot loaders on UEFI-based PCs. Ordinarily or if this option is set to false, off, or 0, rEFInd presents only those options that were available in the NVRAM when it launched. When uncommented with no option or with true, on, or 1 set, rEFInd adds every possible BIOS-mode boot device (of types specified by scanfor) as a BIOS/CSM/legacy boot option. This latter behavior is sometimes required to detect USB flash drives or hard disks beyond the first one. scan_delay - Numeric (integer) value + numeric (integer) value 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 do appear when you press the Esc key to re-scan, try uncommenting this option and setting it to a modest value, such as 2, 5, or even 10. The default is 0. also_scan_dirs directory path(s) - Adds the specified directory or directories to the directory list that rEFInd scans for EFI boot loaders when scanfor includes the internal, external, or optical options. Directories are specified relative to the filesystem's root directory. If this option is used, it's applied to all the filesystems that rEFInd scans. If a specified directory doesn't exist, rEFInd ignores it (no error results). + Adds the specified directory or directories to the directory list that rEFInd scans for EFI boot loaders when scanfor includes the internal, external, or optical options. Directories are specified relative to the filesystem's root directory. You may precede a directory path with a volume name and colon, as in somevol:/extra/path, to restrict the extra scan to a single volume. A volume number, preceded by fs, can be used for volumes that lack names, as in fs1:/extra/path. (This usage is deprecated.) If you don't specify a volume name or number, this option is applied to all the filesystems that rEFInd scans. If a specified directory doesn't exist, rEFInd ignores it (no error results). The default value is boot, which is useful for locating Linux kernels when you have an EFI driver for your Linux root (/) filesystem. To add to, rather than replace, the default value, specify + as the first item in the list, as in also_scan_dirs +,loaders. + + + dont_scan_volumes or don't_scan_volumes + filesystem or partition label(s) + Adds the specified volume or volumes to a volume "blacklist"—these filesystems are not scanned for EFI boot loaders. This may be useful to keep unwanted EFI boot entries, such as for a Macintosh recovery partition, from appearing on the main list of boot loaders. The default value is LRS_ESP, to keep the Lenovo Windows recovery volume from appearing. (This volume should get its own tools icon instead—see the showtools token.) You can use dont_scan_volumes to hide disks or partitions from legacy-mode scans, too. In this case, you can enter any part of the description that appears beneath the icons to hide entries that include the string you specify. dont_scan_dirs or don't_scan_dirs directory path(s) - Adds the specified directory or directories to a directory "blacklist"—these directories are not scanned for boot loaders, on any partition. This may be useful to keep duplicate boot loaders out of the menu (say, if EFI/Boot/bootx64.efi 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 EFI. This option takes precedence over also_scan_dirs; if a directory appears in both lists, it will not be scanned. + Adds the specified directory or directories to a directory "blacklist"—these directories are not scanned for boot loaders. You may optionally precede a directory path with a volume name and a colon to limit the blacklist to that volume; otherwise all volumes are affected. For instance, EFI/BOOT prevents scanning the EFI/BOOT directory on all volumes, whereas ESP:EFI/BOOT blocks scans of EFI/BOOT on the volume called ESP but not on other volumes. You can use a filesystem number, as in fs0, in place of a volume name. (The use of filesystem numbers is deprecated.) This token may be useful to keep duplicate boot loaders out of the menu; or to keep drivers or utilities out of the boot menu, if you've stored them in a subdirectory of EFI. This option takes precedence over also_scan_dirs; if a directory appears in both lists, it will not be scanned. To add directories to the default list rather than replace the list, specify + as the first option, as in dont_scan_dirs + EFI/dontscan. The default for this token is EFI/tools, EFI/tools/memtest86, EFI/tools/memtest, EFI/memtest86, EFI/memtest, com.apple.recovery.boot. + + + dont_scan_files or don't_scan_files + filename(s) + Adds the specified filename or filenames to a filename "blacklist"—these files are not included as boot loader options even if they're found on the disk. This is useful to exclude support programs (such as shim.efi and MokManager.efi) and drivers from your OS list. The default value is shim.efi, shim-fedora.efi, shimx64.efi, PreLoader.efi, TextMode.efi, ebounce.efi, GraphicsConsole.efi, MokManager.efi, HashTool.efi, HashTool-signed.efi. You can add a pathname and even a volume specification, as in ESP:/EFI/BOOT/backup.efi, /boot/vmlinuz-bad, to block the boot loaders only in those specified locations. To add files to the default list rather than replace the list, specify + as the first option, as in dont_scan_files + badloader.efi. + + + windows_recovery_files + filename(s) + Adds the specified filename or filenames to list that will be recognized as Windows recovery tools and presented as such on the second row, if windows_recovery is among the options to showtools. The filename must include a complete path and may optionally include a filesystem label, as in LRS_EFI:\EFI\Microsoft\Boot\LrsBootmgr.efi. Whatever you specify here is added to the dont_scan_files list. The default value is EFI\Microsoft\Boot\LrsBootmgr.efi. If you specify + as the first option, the following options will be added to the default rather than replace it. scan_all_linux_kernels - None - When set, causes rEFInd to add Linux kernels (files with names that begin with vmlinuz or bzImage) to the list of EFI boot loaders, even if they lack .efi 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 .efi. Of course, the kernels must still be stored on a filesystem that rEFInd can read, and in a directory that it scans. (Drivers and the also_scan_dirs 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. + none or one of true, on, 1, false, off, or 0 + When uncommented or set to true, on, or 1, causes rEFInd to add Linux kernels (files with names that begin with vmlinuz or bzImage) to the list of EFI boot loaders, even if they lack .efi filename extensions. This simplifies use of rEFInd on most Linux distributions, which usually provide kernels with EFI stub loader support but don't give those kernels names that end in .efi. Of course, the kernels must still be stored on a filesystem that rEFInd can read, and in a directory that it scans. (Drivers and the also_scan_dirs options can help with those issues.) As of version 0.8.3, this option is enabled by default; to disable this feature, you must uncomment this token and set it to false or one of its synonyms (off or 0). + + + fold_linux_kernels + none or one of true, on, 1, false, off, or 0 + When uncommented or set to true, on, or 1, causes rEFInd to "fold" all Linux kernels in a given directory into a single main-menu icon. Selecting that icon launches the most recent kernel. To launch an older kernel, you must press F2 or Insert; older kernels appear on the resulting submenu display. (You can type, as root, touch /boot/vmlinuz-{whatever}, to make /boot/vmlinuz-{whatever} your default kernel in a directory.) If you prefer to see all your kernels in the main menu, set this option to false, off, or 0. Note that this option is new with version 0.9.0, which changes the default behavior; earlier versions of rEFInd behaved as if fold_linux_kernels false was set. + + + max_tags + numeric (integer) value + Limits the number of tags that rEFInd will display at one time. If rEFInd discovers more loaders than this value, they're shown in a scrolling list. The default value is 0, which imposes no limit. default_selection - A substring of a boot loader's title; or a numeric position - 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 default_selection, 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 default_selection, 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. + a substring of a boot loader's title, or a numeric position; optionally followed by two times in HH:MM format + 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 default_selection, 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 default_selection, the newest 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. If you specify a comma-delimited list of names in quotation marks, rEFInd will search on these in turn until it finds a match. For instance, default_selection "alpha,beta" will launch alpha if it's available, and beta if alpha is not available but beta is. If the first item in such a list is a plus sign (+), that refers to the item that rEFInd launched the last time it ran. You may optionally follow the match string by two times, in 24-hour format, in which case the entry applies only between those two times. For instance, default_selection Safety 1:30 2:30 boots the entry called Safety by default between the hours of 1:30 and 2:30. These times are specified in whatever format the motherboard clock uses (local time or UTC). If the first value is larger than the second, as in 23:00 1:00, it is interpreted as crossing midnight—11:00 PM to 1:00 AM in this example. The last default_selection setting takes precedence over preceding ones if the time value matches. Thus, you can set a main default_selection without a time specification and then set one or more others to override the main setting at specific times. If you do not specify a default_selection, rEFInd attempts to boot the previously-booted entry, or the first entry if there's no record of that or if the previously-booted entry can't be found. + + + enable_and_lock_vmx + none or one of true, on, 1, false, off, or 0 + When set to true or a synonym, enable the CPU's VMX bit and lock the MSR. This configuration is necessary for some hypervisors (notably Microsoft's Hyper-V) to function properly. Activating it on other CPUs will, at best, have no effect, and could conceivably crash the computer, so enable it at your own risk! If your firmware supports activating these features, you should use it instead; this option is provided for users whose firmware does not provide this functionality. (Many Macs lack this configurability, for instance.) The default is false. + + + spoof_osx_version + string (10.9 suggested) + On some Macs, this option causes rEFInd to tell the firmware that the specified version of OS X is being launched, even when another OS is selected. The effect is that the firmware may initialize hardware differently, which may have beneficial (or detrimental) results. If your Mac's video output isn't working normally, this option may help. On the other hand, keyboards and mice are known to sometimes stop functioning if this option is used, so you shouldn't use it unnecessarily. This option has no effect on non-Apple hardware. The default is to not use this feature. + + + csr_values + List of hexadecimal values + Specifies values that may be set via the csr_rotate tool for Apple's System Integrity Protection (SIP). SIP stores values in NVRAM to set restrictions on what users (even root) may do in OS X 10.11. If you want to be able to control these restrictions in rEFInd, you must set the values you want to use here and set csr_rotate on the showtools line (which must also be uncommented). Note that values are specified in hexadecimal, with no leading 0x or other hexadecimal indicator. SIP is described in more detail on many Web sites, such as here and here. + + + include + filename + Includes the specified file into the current configuration file. Essentially, the included file replaces the include line, so positioning of this token is important if the included file includes options that contradict those in the main file. The included file must reside in the same directory as the rEFInd binary and the main configuration file. This option is valid only in the main configuration file; included files may not include third-tier configuration files. -

Prior to version 0.2.4, rEFInd supported a token called disable, whose function partially overlapped with hideui. Version 0.2.4 merges many of the features of these two tokens into hideui and creates the new showtools option, which provides the remaining functionality in a more flexible way.

-

As an example of rEFInd configuration, consider the following refind.conf file:

@@ -238,14 +417,20 @@ scanfor manual,external,optical
 default_selection elilo
 
-

This example sets a timeout of 5 seconds; loads a custom graphic file called custom.bmp from the directory in which refind.efi resides; scans the drivers and EFI/tools/drivers directories for EFI drivers; uses manual boot loader configuration but also scans for external EFI boot loaders and EFI boot loaders on optical discs; and sets the default boot loader to the first loader found that includes the string elilo. Of course, since this file specifies use of manual boot loader configuration, it's not complete; you'll need to add at least one OS stanza to be able to boot from anything but an external disk or optical drive, as described shortly.

+

This example sets a timeout of 5 seconds; loads a custom graphic file called custom.bmp from the directory in which the rEFInd binary resides; scans the drivers and EFI/tools/drivers directories for EFI drivers; uses manual boot loader configuration but also scans for external EFI boot loaders and EFI boot loaders on optical discs; and sets the default boot loader to the first loader found that includes the string elilo. Of course, since this file specifies use of manual boot loader configuration, it's not complete; you'll need to add at least one OS stanza to be able to boot from anything but an external disk or optical drive, as described shortly.

+ + +

Creating Manual Boot Stanzas

+
-

Creating OS Stanzas

+ -

OS stanzas in rEFInd are similar to those in GRUB Legacy, GRUB 2, or ELILO. You can use them to add configuration options to those that are auto-detected. You cannot modify the auto-detected options, though; if you just want to tweak one OS's configuration, you have several options, none of which is ideal:

+

Manual boot stanzas in rEFInd are similar to those in GRUB Legacy, GRUB 2, or ELILO. You can use them to add EFI boot loaders to those that are auto-detected. rEFInd does not yet support manual boot stanzas for BIOS-mode boot loaders. You also cannot modify the auto-detected options; if you just want to tweak one OS's configuration, you have several options:

    +
  • You can use the dont_scan_volumes, dont_scan_dirs, or dont_scan_files options in refind.conf to hide the tag you want to modify, then create a manual boot stanza to replace it.
  • +
  • You can move or rename the boot loader file for the boot loader you want to tweak.
  • You can disable all auto-detection options and add manual configurations for all your boot loaders, even those that work fine when auto-detected.
  • @@ -269,13 +454,13 @@ default_selection elilo volume - filesystem label - Sets the volume that's used for subsequent file accesses (by icon and loader, and by implication by initrd if loader follows volume). You pass this token a filesystem's label or a volume number. A filesystem label is typically displayed under the volume's icon in file managers and that rEFInd displays on its menu at the end of the boot prompt string. If this label isn't unique, the first volume with the specified label is used. The matching is nominally case-insensitive, but on some EFIs it's case-sensitive. If a filesystem has no label, you can use a volume number followed by a colon, such as 0: to refer to the first filesystem or 1: to refer to the second. The assignment of numbers is arbitrary and may not be consistent across boots, though. It might change if you insert an optical disc or plug in a USB flash drive, for instance. If this option is not set, the volume defaults to the one from which rEFInd launched. + filesystem label, partition label, GUID value, or filesystem number + Sets the volume that's used for subsequent file accesses (by icon and loader, and by implication by initrd if loader follows volume). You pass this token a filesystem's label, a partition's label, a partition's GUID, or a volume number. A filesystem or partition label is typically displayed under the volume's icon in file managers and rEFInd displays it on its menu at the end of the boot prompt string. If this label isn't unique, the first volume with the specified label is used. The matching is nominally case-insensitive, but on some EFIs it's case-sensitive. If a filesystem has no label, you can use a partition GUID number. You can also use a volume number followed by a colon, such as 0: to refer to the first filesystem or 1: to refer to the second. The assignment of numbers is arbitrary and may not be consistent across boots, though. It might change if you insert an optical disc or plug in a USB flash drive, for instance. If this option is not set, the volume defaults to the one from which rEFInd launched. loader filename - Sets the filename for the boot loader. You may use either Unix-style slashes (/) or Windows/EFI-style backslashes (\) to separate directory elements. In either case, the references are to files on the ESP from which rEFInd launched or to the one identified by a preceding volume token. This option should normally be the first in the body of an OS stanza; if it's not, some other options may be ignored. An exception is if you want to boot a loader from a volume other than the one on which rEFInd resides, in which case volume should precede loader. + Sets the filename for the boot loader. You may use either Unix-style slashes (/) or Windows/EFI-style backslashes (\) to separate directory elements. In either case, the references are to files on the ESP from which rEFInd launched or to the one identified by a preceding volume token. The filename is specified as a path relative to the root of the filesystem, so if the file is in a directory, you must include its complete path, as in \EFI\myloader\loader.efi. This option should normally be the first in the body of an OS stanza; if it's not, some other options may be ignored. An exception is if you want to boot a loader from a volume other than the one on which rEFInd resides, in which case volume should precede loader. initrd @@ -300,11 +485,11 @@ default_selection elilo options options passed to the boot loader - Pass arbitrary options to your boot loader with this line. Note that if the option string should contain spaces (as it often should) or characters that should not be modified by rEFInd's option parser (such as slashes or commas), it must be enclosed in quotes. + Pass arbitrary options to your boot loader with this line. Note that if the option string should contain spaces (as it often should) or characters that should not be modified by rEFInd's option parser (such as slashes or commas), it must be enclosed in quotes. If you must include quotes in an option, you can double them up, as in my_opt=""with quotes"", which passes my_opt="with quotes" as an option. disabled - None + none Disable an entry. This is often easier than commenting out an entire entry if you want to temporarily disable it. @@ -317,46 +502,48 @@ default_selection elilo

    As an example, consider the following entries:

    -menuentry "Ubuntu Linux" {
    +menuentry "Ubuntu" {
         loader /EFI/ubuntu/grubx64.efi
         disabled
     }
     
    -menuentry Gentoo {
    -    icon \EFI\refind\icons\os_gentoo.icns
    -    volume G_KERNELS
    -    loader \kernels\bzImage-3.3.0-rc7
    -    initrd \kernels\initrd-3.3.0-rc7.img
    +menuentry Arch {
    +    icon /EFI/refind/icons/os_arch.png
    +    volume ARCHBOOT
    +    loader /vmlinuz-linux
    +    initrd /initramfs-linux.img
         options "root=/dev/sda3 ro"
     }
     
     menuentry "Windows via shell script" {
    -    icon \EFI\refind\icons\os_win.icns
    +    icon \EFI\refind\icons\os_win.png
         loader \EFI\tools\shell.efi
         options "fs0:\EFI\tools\launch_windows.nsh"
     }
     
    -

    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 ubuntu directory, and it will automatically find the appropriate Ubuntu icon (os_ubuntu.icns). This option is, however, disabled, so no matching icon will appear when you reboot unless you first comment out or delete the disabled line.

    +

    This example sets up three entries: one for Ubuntu, one for Arch Linux, and one to launch a shell script. Note that the final entry uses different directory separators from the first two, simply to demonstrate the fact that it's possible. (The form of directory separators in options lines is important, though, because the program being launched may expect a particular directory separator character.) The Ubuntu entry sets no icon, since rEFInd will note that the boot loader is stored in the ubuntu directory, and it will automatically find the appropriate Ubuntu icon (os_ubuntu.png). This entire entry is, however, disabled, so no matching icon will appear when you reboot unless you first comment out or delete the disabled line.

    - + -

    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 icon line after the volume line.) This entry uses the volume token to tell rEFInd to load the kernel and initial RAM disk file from the filesystem called G_KERNELS. It passes the filename for an initial RAM disk using the initrd line and free-form options using the options line. Note that the kernel filename does not include a .efi extension, which keeps rEFInd from picking up the kernel file in its auto-scans.

    +

    The Arch 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 icon line after the volume line.) This entry uses the volume token to tell rEFInd to load the kernel and initial RAM disk file from the filesystem or partition called ARCHBOOT. It passes the filename for an initial RAM disk using the initrd line and free-form options using the options line.

    The Windows via shell script 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 options line, using EFI file notation. The shell script, in turn, does whatever it needs to do and then launches the OS's boot loader:

    mm 0003003E 8 -pci
     fs0:\EFI\Microsoft\Boot\bootmgfw.efi
    -

    This example writes data to the computer's PCI bus via the EFI shell's mm command and then launches Windows. Chances are you won't need to engage in such operations, and I do not 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.

    +

    This example writes data to the computer's PCI bus via the EFI shell's mm command and then launches Windows. Chances are you won't need to engage in such operations, and I do not recommend you try this exact example unless you know what you're doing! This command was required to activate the video hardware prior to booting Windows on a computer of a person with whom I corresponded, but such needs are rare. (Using the spoof_osx_version option in rEFInd 0.9.3 and later may also help with some such problems, at least on Macs.) Another example of a similar approach can be found in this forum thread. A few pointers on finding addresses for your hardware can be found in this post.

    -

    You can combine these OS stanzas with the global refind.conf 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.

    +

    You can combine these OS stanzas with the global refind.conf options presented earlier. The result would contain just two entries on the rEFInd boot menu (for Arch and Windows, since the Ubuntu entry is disabled), unless rEFInd found other boot options on an external or optical disk.

    +

    Creating Submenu Entries

    +
    -

    As described on the Using rEFInd page, rEFInd can present a menu of options for certain loader tags when you press the Insert, F2, or + key. rEFInd does this automatically when it detects Mac OS X or ELILO boot loaders, or when you set the OS type via the ostype option. The Mac OS X boot loader, in particular, accepts various options that you can use to boot in various ways.

    +

    As described on the Using rEFInd page, rEFInd can present a menu of options for certain loader tags when you press the Insert, F2, or + key. rEFInd does this automatically when it detects Mac OS X or ELILO boot loaders, when you set the OS type via the ostype option, or when booting a Linux kernel directly. The Mac OS X boot loader, in particular, accepts various options that you can use to boot in various ways.

    -

    Sometimes, you might want to create your own custom submenu entries, and rEFInd 0.2.1 and later enable you to do this. To create a custom submenu, you use the submenuentry keyword inside a menuentry stanza. Normally, you'll set the submenu definitions after you've set the main menu options, since the submenu options take the main menu options as defult, and so the main options must be set first. Like a menuentry stanza, a submenuentry definition begins with the keyword, the name of the item, and an open curly brace ({). It continues until a close curly brace (}). A submenu definition can use the keywords described in Table 3. Except as otherwise noted, using an option of a given name completely overrides the setting in the main stanza.

    +

    Sometimes, you might want to create your own custom submenu entries, and rEFInd enables you to do this. To create a custom submenu, you use the submenuentry keyword inside a menuentry stanza. Normally, you'll set the submenu definitions after you've set the main menu options, since the submenu options take the main menu options as defult, and so the main options must be set first. Like a menuentry stanza, a submenuentry definition begins with the keyword, the name of the item, and an open curly brace ({). It continues until a close curly brace (}). A submenu definition can use the keywords described in Table 3. Except as otherwise noted, using an option of a given name completely overrides the setting in the main stanza.

    @@ -396,7 +583,7 @@ fs0:\EFI\Microsoft\Boot\bootmgfw.efi - +
    Table 3: Submenu keywords in refind.conf
    disabledNonenone Disable a submenu entry. This is often easier than commenting out an entire entry if you want to temporarily disable it.
    @@ -404,33 +591,32 @@ fs0:\EFI\Microsoft\Boot\bootmgfw.efi

    The following menu entry illustrates the use of submenu entries. This is a variant of the second entry presented earlier:

    -menuentry Gentoo {
    -    loader \EFI\linux\bzImage-3.3.0-rc7
    -    initrd \EFI\linux\initrd-3.3.0-rc7.img
    +menuentry Arch {
    +    icon /EFI/refind/icons/os_arch.png
    +    loader /vmlinuz-linux
    +    initrd /initramfs-linux.img
         options "root=/dev/sda3 ro"
    -    icon \EFI\refind\icons\os_gentoo.icns
         submenuentry "single-user mode" {
             add_options "single"
         }
    -    submenuentry "3.3.0 final release kernel" {
    -        loader \EFI\linux\bzImage-3.3.0
    -        initrd \EFI\linux\initrd-3.3.0.img
    +    submenuentry "Use fallback initrd" {
    +        initrd /initramfs-linux-fallback.img
         }
    -    submenuentry "boot via ELILO" {
    -        loader \EFI\elilo\elilo.efi
    +    submenuentry "boot via SYSLINUX" {
    +        loader \EFI\syslinux\syslinux.efi
     	initrd
     	options
         }
     }
     
    -

    The main menu item for this entry won't look different with the submenus defined than without them; but if you press the Insert key, you'll see the submenu items:

    +

    The main menu item for this entry won't look different with the submenus defined than without them; but if you press the F2 or Insert key, you'll see the submenu items:

    -
    Manually defining submenus enables you to customize
+    <br /><center><img src=

    -

    The main menu item appears at the top of the list—Run bzImage-3.3.0-rc7 in this example. The three submenus defined in this example's configuration file appear next, enabling you to launch in single-user mode, run the 3.3.0 release kernel, or boot via ELILO, respectively. Submenus also include an item called Return to Main Menu that does just as it says. (Alternatively, you can return to the main menu by pressing the Esc key.)

    +

    The main menu item appears at the top of the list—Boot using default options. The three submenus defined in this example's configuration file appear next, enabling you to launch in single-user mode, boot the standard kernel with the fallback initrd file, or boot via SYSLINUX, respectively. Submenus also include an item called Return to Main Menu that does just as it says. (Alternatively, you can return to the main menu by pressing the Esc key.)

    This example illustrates some of the things you can do with submenu entries:

    @@ -438,17 +624,37 @@ menuentry Gentoo {
  • You can add kernel options when booting via the EFI stub loader—to launch single-user mode, to add graphical boot options, or what have you.
  • +
  • You can remove options. Note the empty initrd and options lines in the SYSLINUX entry, for example; these empty lines override the default entries, which are carried over to submenu entries by default.
  • +
  • You can change kernel options when booting via the EFI stub loader—to remove graphical boot options, to boot to a different root device, and so on.
  • You can change your kernel and/or initial RAM disk when booting via the EFI stub loader.
  • -
  • You can give users a choice of boot loaders. In this example, the main option boots via the kernel stub loader, but the submenu gives users the chance to boot via ELILO instead. In fact, you could even boot two entirely different OSes from manually-defined submenu entries, although that could be confusing.
  • +
  • You can give users a choice of boot loaders. In this example, the main option boots via the kernel stub loader, but the submenu gives users the chance to boot via SYSLINUX instead. In fact, you could even boot two entirely different OSes from manually-defined submenu entries, although that could be confusing.
+ +

Adjusting the Default Boot Option

+
+ +

Just before launching an OS, rEFInd stores the description in the EFI variable PreviousBoot with a GUID of 36d08fa7-cf0b-42f5-8f14-68df73ed3740. The next time rEFInd launches, it reads that same variable and sets the default boot loader to that value, if it's still available and if the first item in default_selection in the refind.conf file is a plus sign (+).

+ +

Under Linux, the variable that rEFInd uses to store this information is accessible as /sys/firmware/efi/efivars/PreviousBoot-36d08fa7-cf0b-42f5-8f14-68df73ed3740. Thus, you can back up this value, modify it, and write it back out to adjust your next-booted OS. Getting this string just right can be a bit tricky, though, and if the kernel doesn't like its format, it will not let you modify the variable. If you try to modify the variable, be aware that it's stored in UTF-16 format. As with the default_selection token in refind.conf, you can enter any substring that uniquely identifies the entry you want to boot.

+ +

In principle, you should be able to use a similar procedure to force rEFInd to boot another OS by default in any other OS that supports writing EFI runtime variables. Unfortunately, I don't know the mechanisms used for this task in Windows, OS X, FreeBSD, or any other OS.

+ +

If you want to consistently boot a particular OS by default and ignore the previous boot, you can use default_selection, but omit the + at the start of the line.

+ +

+ +

+ +

+
-

copyright © 2012 by Roderick W. Smith

+

copyright © 2012–2016 by Roderick W. Smith

This document is licensed under the terms of the GNU Free Documentation License (FDL), version 1.3.