✎ soc:2009:pravin:project_plan:start

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====== Pravin Shinde: boot.kernel.org - Universal remote network booting for the masses ======
Project aims for creation of website, which can be used by any user for creating and downloading
customized boot images, system tools, utilities and network installation images based on needs.
It will also support HTTP based booting with PXELinux and allow users to customize the system using
the flexibility of interface provided be Syslinux and boot from it without installation. We plan to enable normal
users to experiment with different tools, utilities and system images without any hassles.

===== Project Plan =====

This project is about making the network boot process available to users on a large scale.

The project aims to enable the creation of a site (say, boot.kernel.org) which can be used by
any person in multiple ways to get a customized system image, hardware diagnostics, utilities,
security and rescue tools and network installation images. This can be done either through any
web browser by creating and downloading custom images, or with tools like PXElinux which can
contact boot.kernel.org at boot time over HTTP for fetching a bootable image.

The reasoning behind this project is to provide one stop location for user where he can
find and use most of the diagnostic, rescue tools and various system images without any
need for creation of dedicated media or installation. It will allow users to try out various systems
in painless way.

This project is based on "PXE Knife" which let the user select and boot from various
system utilities using PXE. Currently PXE Knife works over TFTP. The first step of this
project will be to extend PXE Knife to work over HTTP. This project goes beyond "PXE Knife"
by supporting the hosting of actual applications on centralized server and giving out only
small stub to user which will boot the system and bring it to network. Then the stub will
contact central server for any application/utilities. This way, initial download time is
significantly reduced and all applications can be always kept uptodate at central location
of server. This way, user will always get most updated and *working* application whenever he needs.

Next immediate step will be about customizing PXELinux to use boot.linux.org.
This customized PXEClient is nothing but regular PXELinux with an embedded script that sets the "next-server"
to boot.kernel.org regardless of what the local DHCP server provides. This way, any user can use boot.linux.org without
having to (re)configure a dhcp server. [Done]

Machines with static IP addresses can be handled by providing a separate embedded script which can be generated at
boot.kernel.org  by providing an IP-address, router and DNS server address corresponding to the user's machine. These
values will be hard-coded into the embedded script which will be bundled with PXEClient handed to the user.
User will be provided with web-interface at boot.linux.org where he will feed in his network setting, and customized
PXEClient embedded script for user's network will be automatically generated. [Currently working on]

These customized PXElinux clients will start the machine and contact boot.kernel.org. boot.kernel.org will return a
Syslinux image with a menu providing the user with a list of various systems and tools/utilities he/she wishes to select
for his/her system. Once the user makes his/her choices, boot.linux.org will create a new system image by bundling
together a precompiled kernel, a prepared initramfs and appending the selected tool/packages/stubs to it. This customized
system image returned by boot.linux.org will be used by the machine to boot.

Syslinux will be used to provide the user with an interface where he/she can select which
kernel and which tools he wants to bundle into the image. Depending on the selection made
by the user, an image will be dynamically generated and made available to him/her. The default interface will be using
vesamenu.c32 giving simple navigation, and expert mode interface can be provided using menu.c32 giving more flexibility.

The image generated by boot.kernel.org will consist of two major components:
the kernel itself and initramfs. The kernel portion will be common for all system images
generated for a particular architecture. Most of the device drivers will be compiled as modules
to reduce the hardware dependence and size of the kernel. These kernel modules will be part of
the initramfs component. The base system kernel will be designed on the lines of "Ultimate boot CD" or
"Knoppix" which are able to boot on most commodity hardware. But root filesystem will be entirely based
on initramfs and hence self sufficient for execution.

To keep the size of the system image resonably small, base system will only provide minimal functionality.
However, the user will be provided with options to add any applications or utilities he/she wants
to bundle in the image. The application selected by users will be appended to initramfs base system
by exploiting the ability to append into CPIO as one more layer. This will provide semi-transparency to users
as when user selects any appliction/tool, all the dependencies will be precomputed.

After accepting the selection from a user's side, boot.kernel.org will dynamically append the
applications selected to the base initramfs system. It will also add any other appliction/library needed
for selected application to work. As all the tools which will be will be pre-configured and kept ready for deployment,
only appending the binaries to the initramfs will be needed (in addition to changes in configuration of base system, if required).
As no compilation is involved, this step can be done with an acceptable response time.

This system can be also extended beyond providing basic rescue facilities by providing the ability
to perform a network installation. Initially, the base system provided to the user will boot the machine,
after which the network installation is kickstarted using the repository available on boot.kernel.org.
By providing central repository and custom boot images Network installtion can be made possible.
Most distributions come with network boot support over TFTP. But with small modifications these destributions can
also support booting and installation over HTTP.

==== Summary ====

==== Outline ====

==== Milestones and Timeline ====
Deliverables with Timeline (Duration = 12 weeks)

[Week-0,1]
    1. PXE Knife on HTTP.
    2. PXE clients with embedded scripts.

[Week-2,3]
    3. Web interface for customized PXE-client based on network configuration of the user.
    4. Web interface for PXE Knife images of HTTP.

[Week-4]
    5. Detailed Syslinux menu from where user can choose which applications he wants add.

[Week-5,6]
    6. Base system with generic kernel and base initrdfs which should boot on most of the systems.

[Week-7,8]
    7. Precompiled applications and their respective configurations.

[Week-9,10]
    8. scripts for dynamically appending above precompiled applications into initramfs,
        and reconfiguring the system so that appended application will work.

[Week-11]
    9. Providing various Network installable distributions online.
    10. Documentation
[End]
Trace: • qemu • week5 • winnt_sanbootconf • acknowledgements • week12 • gentoo_iscsi • week8 • httpboot • win2k8_iscsi_direct • week4 • tracetcpstack • howtos • week10 • dnsmasq • windows_iscsi_forward_authentication • fedora_iscsi_install • iscsiboot • ideas • download • win2k3