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This file is listed as being in Markdown format, but it didn't really
use much Markdown.  I have added a fair amount of formatting.

I have reordered and reworded things to improve the flow of the text.

Reviewed-By: Andrey Prokopenko <[email protected]>
Reviewed-By: Brian Behlendorf <[email protected]>
Reviewed-By: Tom Caputi <[email protected]>
Signed-off-by: Richard Laager <[email protected]>
Closes openzfs#10027
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rlaager authored and jsai20 committed Mar 30, 2021
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DESCRIPTION
These scripts are intended to be used with initramfs-tools, which is a similar
software product to "dracut" (which is used in RedHat based distributions),
and is mainly used by Debian GNU/Linux and derivatives to create an initramfs
so that the system can be booted off a ZFS filesystem. If you have no need or
interest in this, then it can safely be ignored.

These script were written with the primary intention of being portable and
usable on as many systems as possible.

This is, in practice, usually not possible. But the intention is there.
And it is a good one.

They have been tested successfully on:

* Debian GNU/Linux Wheezy
* Debian GNU/Linux Jessie

It uses some functionality common with the SYSV init scripts, primarily
the "/etc/zfs/zfs-functions" script.

FUNCTIONALITY
* Supports booting of a ZFS snapshot.
Do this by cloning the snapshot into a dataset. If this, the resulting
dataset, already exists, destroy it. Then mount it as the root filesystem.
* If snapshot does not exist, use base dataset (the part before '@')
as boot filesystem instead.
* Clone with 'mountpoint=none' and 'canmount=noauto' - we mount manually
and explicitly.
* Allow rollback of snapshots instead of clone it and boot from the clone.
* If no snapshot is specified on the 'root=' kernel command line, but
there is an '@', then get a list of snapshots below that filesystem
and ask the user which to use.

* Support all currently used kernel command line arguments
* Core options:
All the different distributions have their own standard on what to specify
on the kernel command line to boot of a ZFS filesystem.

Supports the following kernel command line argument combinations
(in this order - first match win):
* rpool=<pool> (tries to finds bootfs automatically)
* bootfs=<pool>/<dataset> (uses this for rpool - first part)
* rpool=<pool> bootfs=<pool>/<dataset>
* -B zfs-bootfs=<pool>/<fs> (uses this for rpool - first part)
* rpool=rpool (default if none of the above is used)
* root=<pool>/<dataset> (uses this for rpool - first part)
* root=ZFS=<pool>/<dataset> (uses this for rpool - first part, without 'ZFS=')
* root=zfs:AUTO (tries to detect both pool and rootfs
* root=zfs:<pool>/<dataset> (uses this for rpool - first part, without 'zfs:')

Option <dataset> could also be <snapshot>
* Extra (control) options:
* zfsdebug=(on,yes,1) Show extra debugging information
* zfsforce=(on,yes,1) Force import the pool
* rollback=(on,yes,1) Rollback (instead of clone) the snapshot

* 'Smarter' way to import pools. Don't just try cache file or /dev.
* Try to use /dev/disk/by-vdev (if /etc/zfs/vdev_id.conf exists),
* Try /dev/mapper (to be able to use LUKS backed pools as well as
multi-path devices).
* /dev/disk/by-id and any other /dev/disk/by-* directory that may exist.
* Use /dev as a last ditch attempt.
* Fallback to using the cache file if that exist if nothing else worked.
* Only try to import pool if it haven't already been imported
* This will negate the need to force import a pool that have not been
exported cleanly.
* Support exclusion of pools to import by setting ZFS_POOL_EXCEPTIONS
in /etc/default/zfs.

Controlling in which order devices is searched for is controlled by
ZPOOL_IMPORT_PATH variable set in /etc/defaults/zfs.

* Support additional configuration variable ZFS_INITRD_ADDITIONAL_DATASETS
to mount additional filesystems not located under your root dataset.

For example, if the root fs is specified as 'rpool/ROOT/rootfs', it will
automatically and without specific configuration mount any filesystems
below this on the mount point specified in the 'mountpoint' property.
Such as 'rpool/root/rootfs/var', 'rpool/root/rootfs/usr' etc)

However, if one prefer to have separate filesystems, not located below
the root fs (such as 'rpool/var', 'rpool/ROOT/opt' etc), special
configuration needs to be done. This is what the variable, set in
/etc/defaults/zfs file, needs to be configured. The 'mountpoint'
property needs to be correct for this to work though.

* Allows mounting a rootfs with mountpoint=legacy set.

* Include /etc/modprobe.d/{zfs,spl}.conf in the initrd if it/they exist.

* Include the udev rule to use by-vdev for pool imports.

* Include the /etc/default/zfs file to the initrd.
## Description

These scripts are intended to be used with `initramfs-tools`, which is a
similar software product to `dracut` (which is used in Red Hat based
distributions), and is mainly used by Debian GNU/Linux and derivatives.

These scripts share some common functionality with the SysV init scripts,
primarily the `/etc/zfs/zfs-functions` script.

## Configuration

### Root pool/filesystem

Different distributions have their own standard on what to specify on the
kernel command line to boot off a ZFS filesystem.

This script supports the following kernel command line argument combinations
(in this order - first match wins):

* `rpool=<pool>`
* `bootfs=<pool>/<dataset>`
* `rpool=<pool> bootfs=<pool>/<dataset>`
* `-B zfs-bootfs=<pool>/<fs>`
* `root=<pool>/<dataset>`
* `root=ZFS=<pool>/<dataset>`
* `root=zfs:AUTO`
* `root=zfs:<pool>/<dataset>`
* `rpool=rpool`

If a pool is specified, it will be used. Otherwise, in `AUTO` mode, all pools
will be searched. Pools may be excluded from the search by listing them in
`ZFS_POOL_EXCEPTIONS` in `/etc/default/zfs`.

Pools will be imported as follows:

* Try `/dev/disk/by-vdev` if it exists; see `/etc/zfs/vdev_id.conf`.
* Try `/dev/disk/by-id` and any other `/dev/disk/by-*` directories.
* Try `/dev`.
* Use the cache file if nothing else worked.

This order may be modified by setting `ZPOOL_IMPORT_PATH` in
`/etc/default/zfs`.

If a dataset is specified, it will be used as the root filesystem. Otherwise,
this script will attempt to find a root filesystem automatically (in the
specified pool or all pools, as described above).

Filesystems below the root filesystem will be automatically mounted with no
additional configuration necessary. For example, if the root filesystem is
`rpool/ROOT/rootfs`, `rpool/root/rootfs/var`, `rpool/root/rootfs/usr`, etc.
will be mounted (if they exist). Additional filesystems (that are not located
under the root filesystem) can be mounted by listing them in
`ZFS_INITRD_ADDITIONAL_DATASETS` in `/etc/default/zfs`.

### Snapshots

The `<dataset>` can be a snapshot. In this case, the snapshot will be cloned
and the clone used as the root filesystem. Note:

* If the snapshot does not exist, the base dataset (the part before `@`) is
used as the boot filesystem instead.
* If the resulting clone dataset already exists, it is destroyed.
* The clone is created with `mountpoint=none` and `canmount=noauto`. The root
filesystem is mounted manually by the initramfs script.
* If no snapshot is specified on the `root=` kernel command line, but
there is an `@`, the user will be prompted to choose a snapshot to use.

### Extra options

The following kernel command line arguments are supported:

* `zfsdebug=(on,yes,1)`: Show extra debugging information
* `zfsforce=(on,yes,1)`: Force import the pool
* `rollback=(on,yes,1)`: Rollback to (instead of clone) the snapshot

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