Chapter 5. Checking and Mounting Disks

Table of Contents

1. Analysis
2. Design
2.1. Determining necessary utilities.
2.2. Finding source code
2.3. Automating fsck and mount
2.4. File dependencies
3. Construction
3.1. Install utilities from e2fsprogs
3.2. Install utilities from util-linux
3.3. Check library requirements
3.4. Strip binaries to save space
3.5. Create additional device files
3.6. Create the fstab and mtab files
3.7. Write a script to check and mount local filesystems
3.8. Create a compressed root disk image
3.9. Write the root disk image to floppy
4. Implementation
4.1. System startup
4.2. Test the local_fs script
4.3. Create and mount additional filesystems
4.4. System shutdown

1. Analysis

In the previous chapter we added many new commands by installing coreutils and as a result the root disk has a lot more functionality. But there are still a few things lacking. One thing that really stands out is that there was no way to mount disks. In order to get a read-write root filesystem we had to resort to passing the rw kernel parameter at the grub> prompt. This is fine for an emergency situation, but a normal system boot process should do things differently.

Most GNU/Linux distributions take several steps to mount filesystems. Watching the boot process or digging into the startup scripts on one of the popular Linux distributions reveals the following sequence of events:

  1. The kernel automatically mounts the root filesystem as read-only.

  2. All local filesystems are checked for errors.

  3. If filesystems are clean, root is remounted as read-write.

  4. The rest of the local filesystems are mounted.

  5. Network filesystems are mounted.

So far our Pocket Linux system can do step one and that is it. If we want to have a professional looking boot / root diskset we will have to do better than one out of five. In this phase of the project we will work on steps two and three. Steps four and five can wait. Since this is a diskette-based system, there really are no other filesystems to mount besides root.

Taking into account all of the above information, the goals for this phase are defined as follows:

  • A way to check filesystem integrity.

  • The ability to mount filesystems.

  • A script to automate checking and mounting of local filesystems.

2. Design

2.1. Determining necessary utilities.

We can use the Filesystem Hierarchy Standard (FHS) document to help find the names of utilities we need and where they reside in the directory structure. The FHS /sbin directory lists fsck and something called fsck.* for checking filesystems. Since we are using a Second Extended (ext2) filesystem the fsck.* becomes fsck.ext2 for our purposes. Mounting filesystems is done using the commands mount and umount in the /bin directory. However, the name of a script to automatically mount local filesystems cannot be found. On most systems this type of script is in the /etc directory, but while FHS does list requirements for /etc, it does not currently make recommendations for startup scripts. Several GNU/Linux distributions use /etc/init.d as the place to hold startup scripts so we will put our filesystem mounting script there.

2.2. Finding source code

In the previous chapter we used manpages to help us find source code. In this chapter we will use a tool called the Linux Software Map (LSM). LSM is a database of GNU/Linux software that tracks such things as package name, author, names of binaries that make up the package and download sites. Using an LSM search engine we can locate packages using command names as keywords.

If we search Ibiblio's Linux Software Map (LSM) at http://www.ibiblio.org/pub/Linux/ for the keyword "fsck" we get a large number of matches. Since we are using a Second Extended filesystem, called ext2 for short, we can refine the search using "ext2" as a keyword. Supplying both keywords to the LSM search engine comes up with a package called e2fsprogs. Looking at the LSM entry for e2fsprogs we find out that this package contains the utilities e2fsck, mke2fs, dumpe2fs, fsck and more. We also find out that the LSM entry for e2fsprogs has not been updated for a while. There is almost certainly a newer version out there somewhere. Another good Internet resource for source code is SourceForge at http://sourceforge.net/. Using the keyword "e2fsprogs" in the SourceForge search engine results in a much newer version of e2fsprogs.

Finding fsck was quite an adventure, but now we can move on to finding mount and umount. A search on LSM comes up with a number of matches, but most of them point to various versions of a package called util-linux. All we have to do is scroll through and pick the most recent release. The LSM entry for util-linux lists a lot of utilities besides just mount and umount. We should definitely scan through the list to see if any of the other util-linux commands show up in the FHS requirements for /bin and /sbin.

Below is a list of packages we have gathered so far and the utilities that match up with FHS.

  • e2fsprogs -- fsck, fsck.ext2 (e2fsck), mkfs.ext2 (mke2fs)

  • util-linux -- dmesg, getty (agetty), kill, login, mount, swapon, umount

2.3. Automating fsck and mount

Now that we have fsck and mount commands we need to come up with a shell script to automate checking and mounting the local filesystems. An easy way to do this would be to write a short, two line script that calls fsck and then mount. But, what if the filesystems are not clean? The system should definitely not try to mount a corrupted filesystem. Therefore we need to devise a way of determining the status of the filesystems before mounting them. The manpage for fsck gives some insight into how this can be accomplished using return codes. Basically, if fsck returns a code of zero or one it means the filesystem is okay and a return code of two or greater means some kind of manual intervention is needed. A simple if-then statement could evaluate the fsck return code to determine whether or not the filesystem should be mounted. For help on writing shell scripts we can turn to the BASH(1) manpage and the Advanced-BASH-Scripting-Guide. Both references are freely available from the Linux Documentation Project web site at http://www.tldp.org/.

2.4. File dependencies

The last thing to do is to figure out if any other files besides the binaries are needed. We learned about using ldd to check for library dependencies in the last phase of the project and we will use it to check the utilities in this phase too. There are also some other files that fsck and mount will need and the fsck(8) and mount(8) manpages give some insight into what those files are. There is /etc/fstab that lists devices and their mount points, /etc/mtab that keeps track of what is mounted, and a number of /dev files that represent the various disks. We will need to include all of these to have everything work right.

2.4.1. /etc/fstab

The /etc/fstab file is just a simple text file that can be created with any editor. We will need an entry for the root filesystem and for the proc filesystem. Information about the format of this file can be found in the fstab(5) manpage or by looking at the /etc/fstab file on any of the popular GNU/Linux distributions.

2.4.2. /etc/mtab

The /etc/mtab file presents a unique challenge, because it does not contain static information like fstab. The mtab file tracks mounted filesystems and therefore its contents change from time to time. We are particularly interested in the state of mtab when the system first starts up, before any filesystems are mounted. At this point /etc/mtab should be empty so we will need to configure a startup script to create an empty /etc/mtab before any filesystems are mounted. But it is not possible to create any files in the /etc directory because / is read-only at startup. This creates a paradox. We cannot create an empty mtab, because the / filesystem is not mounted as writable and we should not mount any filesystems until we have created an empty mtab. In order to sidestep this problem we need to do the following:

  1. Remount / as read-write, but use the -n option so that mount does not attempt to write an entry to /etc/mtab which is read-only at this point.

  2. Create an empty /etc/mtab file now that the filesystem is writable.

  3. Remount / as read-write again, this time using the -f option so that an entry is written into /etc/mtab, but / is not actually mounted a second time.

2.4.3. Device files

The only thing left to do is to create device files. We will need /dev/ram0, because that is where the root filesystem is located. We also need /dev/fd0 to mount other floppy disks and /dev/null for use by some of the system commands.

3. Construction

3.1. Install utilities from e2fsprogs

Download the e2fsprogs source code package from http://sourceforge.net/projects/e2fsprogs/

bash# cd /usr/src/e2fsprogs-1.35
bash# export CC="gcc -mcpu=i386"
bash# ./configure --host=i386-pc-linux-gnu
bash# make
bash# cd e2fsck
bash# cp e2fsck.shared ~/staging/sbin/e2fsck
bash# ln -s e2fsck ~/staging/sbin/fsck.ext2
bash# cd ../misc
bash# cp fsck mke2fs ~/staging/sbin
bash# ln -s mke2fs ~/staging/sbin/mkfs.ext2

3.2. Install utilities from util-linux

Get the latest util-linux source from ftp://ftp.win.tue.nl/pub/linux-local/utils/util-linux/

bash# cd /usr/src/util-linux-2.12h

Use a text editor to make the following changes to MCONFIG:

  • Change "CPU=$(shell uname -m)" to "CPU=i386"

  • Change "HAVE_SHADOW=yes" to "HAVE_SHADOW=no"

bash# ./configure
bash# make
bash# cp disk-utils/mkfs ~/staging/sbin
bash# cp fdisk/fdisk ~/staging/sbin
bash# cp login-utils/agetty ~/staging/sbin
bash# ln -s agetty ~/staging/sbin/getty
bash# cp login-utils/login ~/staging/bin
bash# cp misc-utils/kill ~/staging/bin
bash# cp mount/mount ~/staging/bin
bash# cp mount/umount ~/staging/bin
bash# cp mount/swapon ~/staging/sbin
bash# cp sys-utils/dmesg ~/staging/bin

3.3. Check library requirements

bash# ldd ~/staging/bin/* | more
bash# ldd ~/staging/sbin/* | more
bash# ls ~/staging/lib

All of the dependencies revealed by the ldd command are for libraries already present in the staging area so there is no need to copy anything new.

3.4. Strip binaries to save space

bash# strip ~/staging/bin/*
bash# strip ~/staging/sbin/*

3.5. Create additional device files

bash# mknod ~/staging/dev/ram0 b 1 0
bash# mknod ~/staging/dev/fd0 b 2 0
bash# mknod ~/staging/dev/null c 1 3

3.6. Create the fstab and mtab files

bash# cd ~/staging/etc

Use an editor like vi, emacs or pico to create the following file and save it as ~/staging/etc/fstab.

proc        /proc   proc   defaults   0   0
/dev/ram0   /       ext2   defaults   1   1

Create an empty mtab file.

bash# echo -n >mtab

3.7. Write a script to check and mount local filesystems

Use an editor to create the following shell script and save it as ~/staging/etc/init.d/local_fs:

#!/bin/sh
#
# local_fs - check and mount local filesystems
#
PATH=/sbin:/bin ; export PATH

fsck -ATCp
if [ $? -gt 1 ]; then
  echo "Filesystem errors still exist!  Manual intervention required."
  /bin/sh
else
  echo "Remounting / as read-write."
  mount -n -o remount,rw /
  echo -n >/etc/mtab
  mount -f -o remount,rw /
  echo "Mounting local filesystems."
  mount -a -t nonfs,nosmbfs
fi
#
# end of local_fs

Set execute permissions on the script.

bash# chmod +x local_fs

3.8. Create a compressed root disk image

bash# cd /
bash# dd if=/dev/zero of=/dev/ram7 bs=1k count=4096
bash# mke2fs -m0 /dev/ram7 4096
bash# mount /dev/ram7 /mnt
bash# cp -dpR ~/staging/* /mnt
bash# umount /dev/ram7
bash# dd if=/dev/ram7 of=~/phase4-image bs=1k count=4096
bash# gzip -9 ~/phase4-image

3.9. Write the root disk image to floppy

Insert the diskette labeled "root disk" into drive fd0.

bash# dd if=~/phase4-image.gz of=/dev/fd0 bs=1k

4. Implementation

4.1. System startup

Start the system using the following procedure:

  • Boot the PC using the floppy labeled "boot disk".

  • At the grub> prompt, type the usual kernel and boot commands, but without the rw parameter this time. In other words, type kernel (fd0)/boot/vmlinuz init=/bin/sh root=/dev/fd0 load_ramdisk=1 prompt_ramdisk=1, press Enter then type boot and press Enter.

  • Put in the recently created root disk when prompted.

The output should resemble the example below:

GNU GRUB version 0.95

grub> kernel (fd0)/boot/vmlinuz init=/bin/sh root=/dev/fd0 load_ramdisk=1 prompt_ramdisk=1
   [Linux-bzImage, setup=0xc00, size=0xce29b]

grub> boot

Linux version 2.4.26
..
.. [various kernel messages]
..
VFS: Insert root floppy disk to be loaded into RAM disk and press ENTER
RAMDISK: Compressed image found at block 0
VFS: Mounted root (ext2 filesystem) readonly.
Freeing unused kernel memory: 178k freed
# _

4.2. Test the local_fs script

Run the script by typing the following commands at the shell prompt:

bash# PATH=/sbin:/bin:/etc/init.d ; export PATH
bash# cat /etc/mtab
bash# local_fs
bash# cat /etc/mtab
bash# df

If everything is working properly, then the screen output should look something like the example below.

bash# PATH=/sbin:/bin:/etc/init.d ; export PATH
bash# cat /etc/mtab
bash# local_fs
/dev/ram0: clean 74/1024 files 3178/4096 blocks
Remounting / as read-write.
Mounting local filesystems.
bash# cat /etc/mtab
/dev/ram0 / ext2 rw 0 0
proc /proc proc rw 0 0
bash# df
Filesystem      1k-blocks       Used Available Use% Mounted on
/dev/ram0       3963            3045 918        77% /

4.3. Create and mount additional filesystems

Procure a blank floppy disk and label it as "home". Remove the root disk floppy and insert the "home" diskette. Type the following commands:

bash# mkfs -t ext2 /dev/fd0
bash# fsck /dev/fd0
bash# mount /dev/fd0 /home
bash# mkdir /home/floyd
bash# cd /home/floyd
bash# echo "Goodbye cruel world." > goodbye.txt
bash# cat goodbye.txt

4.4. System shutdown

bash# cd /
bash# umount /home

Remove the diskette from fd0 and restart the system using CTRL-ALT-DELETE.