What?
Installing archlinux on a Dell XPS13 using archboot (instead of the standard archiso installer) via usb stick.
This turned out to be a pretty straightforward process. I also set up dm-crypt / luks and gave btrfs a go.
When: I ordered mine late 2014, got it before xmas.
Specs...
- XPS 13BASE NBK XPS BTX 9333 WW (if that means anything)
- i7-4510U processor
- 8G ram
- 256G ssd
- basically this is the high end model
Disclaimer
I only infrequently do installs or set up operating systems. I don't really want to know more about UEFI than I absolutely have to, and I'm not bothered about Secure Boot either, nor am I all that knowledgeable on disk encryption. The commands and steps here should be taken as a guide only. Any security settings such as encryption settings and configurations should be researched by you.
Impressions of the XPS 13
I asked about the developer edition of the XPS 13, aka project sputnik but was told this wasn't available in Australia. I bit my tongue, and went ahead anyway and paid the microsoft tax.
This is a sleek piece of kit. However I was alarmed on first switching this on to have the fans roaring into sudden and furious action. There I was, staring at this thing and trying to reconcile the desire to play with something so obviously new and shiny, with the increasing horror that maybe I had a turkey on my hands. Visions flashed through my head of me on the train or at work having to explain to people around me why the fan was so loud: "All the cool new ultrabooks do it", I'd protest weakly.
Fortunately, a reboot into the firmware (hit f12 at startup and look for Diagnostics) and then running some diagnostics including fan control seemed to quiet the system down and I haven't had a repeat episode since.
When doing nothing, this system is whisper quiet, no whirring and moving parts etc. There is a slight high-pitched and directional "eeeee" sound which goes from a lower pitch when the keyboard lights are off to a higher pitch when the keyboard lights go on - this apparently was a real big issue with earlier models. It feels like the "whine" is louder (at least lower so I can hear) when the lights are off. UPDATE: I feel the noise the keyboard makes when the lights go off (which happens after some inactivity) has gotten louder after a day or two and is potentially an issue.
My main concern at this point is that the XPS 13 may run hot. I'm packing an i7 in there and the base is really not that much thicker then a usb slot - and that's the end that doesn't taper. Time will tell. Browsing (using chromium) seems to provoke the fan almost straight away especially if scrolling. That being said, my experience during the install of arch on this system just got better and better. Working on a bare console (before building a gui) was almost a pleasant experience, probably because the gorgeous screen and keyboard were such a pleasure to use.
First things
- f2 brings up the UEFI firmware setup utility
- f12 brings up the UEFI loader
- which you can also activate the setup utility or do other things
- fn + arrow keys gives you Home, End, Pg up, Pg down which might be worth knowing if you've got to hit the man pages
- there is no optical drive; this is a usb job; nothing spins on this thing, which is awesome
Installing Arch...
There are 2 choices up front.
- which installer to use:
- archiso
- when I booted with this in early 2014 on a different system using an optical disk, I was dropped into a shell, and I did some re-partitioning and some fancy mounting and chrooting on the host file system to build the new arch system directly; this was a good experience, but I tried archboot this time...
- or archboot
- this is a larger image and seems dedicated to installing arch
- the key differences are apparently listed here
- archboot will boot up in ram and will provide a terminal UI (basic installer) to walk you through the setup
- it won't mount your host system by defaut
- a welcome script sits on tty1 through tty6 (well, I tested up to 2)
- you hit enter on any of these and it will launch you into basic install mode which is a UI that walks you through an install (which is what I did below)
- but if you switch over to another one (eg alt + f2), hit enter, you'll just get dropped into zsh where you'll have a lot more options about what you decide to do; personally I think it would be less confusing if the system just dropped you into zsh and printed a helpful message
- so archboot can be used as a rescue utility: I was able to rescue my system this way after I b0rked my xorg input settings and lost my keyboard, so archboot can function as a rescue utility
- archiso
- and secondly either:
- writing the image to the usb stick
- this will limit your usb stick to the size of the image
- or installing to a partition on the usb stick; involves copying files to the partition, more complicated, but you can still use the left over free space on your usb stick
- writing the image to the usb stick
I went with archboot and wrote the image directly onto the usb stick because this seemed like the most expedient option:
dd bs=4M if=archlinux-2014.11-1-archboot.iso of=/dev/sdX && sync
... which turned my 4G stick into a 1G stick.
This can be reset afterwards.
dd count=1 bs=512 if=/dev/zero of=/dev/sdx && sync
...and re-partition.
Booting the usb
At the beginning of this process my Phoenix SecureCore uefi was set to
- boot mode: UEFI
- Secure boot: ON
- Legacy mode: disabled
These settings were the default.
I could cut a long story short here and just say disable secure boot . But I did initally try to go with these settings.
I gave up trying to set boot order in the UEFI firmware setup utility (f2); I was able to add a usb entry to the top of the list (only after plugging the usb in) but windows would always boot; maybe it was falling through to windows, but it wasn't terribly obvious.
Instead, I used f12 to load the uefi loader which showed the usb I had inserted into the laptop.
Selecting the usb entry from this menu gave an error dialog:
### Secure Boot ###
Image failed to verify with *ACCESS DENIED*.
Press any key to continue.
This led to another screen:
Failed to start loader
It should be called loader.efi (in the current directory)
Please enrol its hash and try again
I will now execute HashTool for you to do this
OK
This led to another screen
### Select Binary ###
The Selected Binary will have its hash Enrolled.
This means it will subsequently boot with no prompting
Remember to make sure it is a genuine binary before Enrolling its hash.
[a selection box with files in it including loader.efi]
(At this point I think I should have just turned Secure Boot off since I don't need it, but I persisted for a bit longer...)
I selected loader.efi from the selection box.
Which led to
Enroll this hash in MOK database?
Hash: big scary hash
Restarting with f12 and selecting the usb brought up the ACCESS DENIED error again. BUT this time, hitting ok brought up the archboot loader with the following selection
* Arch Linux x86_64 Archboot EFISTUB
* GRUB X64 - if EFISTUB boot fails
* UEFI Shell X64 v1
* UEFI Shell X64 v2
* EFI Default Loader
* Reboot into firmware interface
I tried the EFISTUB option 1. This ultimately failed for me. I got ACCESS DENIED again and a message about "enroll /boot/vmlinuz..." (I can't remember the last bit). I tried to enrol this using the Select Binary screen.
I did this, but then hit another crop of errors:
Failed to open file: boot\intel-uecode.img
Trying to load files to higher address
Failed to open file: boot\intel-uecode.img
I tried option 2. This time I had to enrol a grub file. I can't remember which one, I think it was /boot/EFI/grub/grubx64.efi . Rebooting, hitting f12 and hitting the 2nd option as before, getting ACCESS DENIED but clicking passed this, I eventually got the usb to boot.
As I mentioned, I should have turned secure boot off to avoid this rigmarole.
Archboot installer
You should see a message like this on booting the usb:
Welcome to Arch Linux (archboot environment)
Hitting enter put me straight into the basic install utility which is a series of sections you can enter and configure things.
- Keyboard and console font
- Pretty much skipped over this
- Networking
- I was able to get wireless working straight away. archboot will up a wireless profile in /etc/netctl and it also asked me if I preferred to use dhclient over dhcpcd, which from previous experience I did. So I had wireless working straight away which was super encouraging.
- Prepare Storage Drive
- I went with a GUID partition table (GPT)
- I made a 2G swap partition; overkill? probably
- archboot seems to make you setup separate / and /home partitoins; I didn't like this initially, but after some consideration I went with it; I selected ext4 for both and gave / root 20G. Not sure if that is enough, hopefully it will be.
- selected /boot as the UEFISYS mountpoint
- select the device name scheme
- PARTUUID and PARTLABEL are specific to GPT disks, PARTUUID is recommended for GPT
- I went with PARTUUID
- Select a source
- we are given 2 options: peripheral device cd/usb or network
- I went with usb
- Install packages
- I selected BASE and SUPPORT
- there were some steps around configuring the system
- I set /etc/hostname
- mirror list (enabled australian sites)
- set root password
- Install bootloader
- Setup has detected that you are using "X64 UEFI", do you want to install a X64 UEFI bootloader?
- yes
- now it gets tricky, we have 3 choices
- EFISTUB
- GRUB_UEFI
- SYSLINUX_UEFI
- I went with GRUB_UEFI
- Got this cryptic message
You have entered /boot as the mountpoitn of your EFISYS partition. Any other partioin using /boot as mountpoint will be ignored. You may have to re-install kernel and bootloader files (currently existing in /boot) to the EFISYS partition once it is setup at /boot.
- asked to edit grub.conf file; I did, but didn't change anything
- then: do you want to copy /boot/EFI/grub/grubx64.efi to /boot/EFI/BOOT/bootx64.efi? This might be needed in some systems where efibootmgr may not work due to firmware issues.
- yes
- Got this cryptic message
- Setup has detected that you are using "X64 UEFI", do you want to install a X64 UEFI bootloader?
Booting Arch
After going through the options, I then exited the installer and rebooted the system and removed the usb.
Rebooting gave me the ACCESS DENIED dialog again. It appeared to try twice, then gave up with this message:
No bootable devices - strike F1 to retry boot, F2 for setup utility.
Press F5 to run onboard diagnostics.
Time to give secure boot the boot. I hit f2 to get back into setup, and when to Boot tab, and set 'Secure Boot' to Disabled.
And voila, it boots.
Might be a good time to do
pacman -Syu
While you're at it, get rid of the console beep:
echo "blacklist pcspkr" > /etc/modprobe.d/nobeep.conf
or
rmmod pcspkr # for immediate non-permanent relief
Modifications
At this point I had a system with /, /home using ext4, and swap.
I decided I wanted to:
- encrypt swap and /home
- and also try btrfs on /home for snapshots, bitrot and compression and also for eventually super fast syncing.
- I also wanted to tune the system a little for the solid state drive.
There is still debate about the stability of btrfs, but things look like they are getting to a point where it's becoming ok to use. One of the big motivations was this article (a year ago now). Since that time at least one major distro has made it the default.
And then there is https://btrfs.wiki.kernel.org/index.php/FAQ#Is_btrfs_stable.3F from 2 years ago:
Pragmatic answer: (2012-12-19) Many of the developers and testers run btrfs as their primary filesystem for day-to-day usage, or with various forms of "real" data. With reliable hardware and up-to-date kernels, we see very few unrecoverable problems showing up. As always, keep backups, test them, and be prepared to use them.
I've used zfs on my backup media for some time now via the arch AUR
zfs-git package which requires kernel modules so I'm hoping to
replace this eventually with just btrfs.
Crypting Swap
This turned out to be super easy. I'm not bothered about hibernating aka suspend-to-disk, so this simplified the task.
See:
- https://wiki.archlinux.org/index.php/Dm-crypt/Swap_encryption#Without_suspend-to-disk_support .
- section 2.3 of https://code.google.com/p/cryptsetup/wiki/FrequentlyAskedQuestions#2._Setup
I need gdisk for my partiion:
pacman -S gptfdisk # gdisk
This identified my swap partition:
gdisk -l /dev/sda # for me /dev/sda3 was swap type=82
This shows what swap you're using if any:
swapon -s
You can turn swap off like this:
swapoff /dev/sdaX
Use
blkid
to give you UUID and PARTUUID etc.
So, all I had to do to get this working was adding a line like this to /etc/crypttab:
swap PARTUUID=d4ae0d26-8df6-4005-aaf7-f419418134c2 /dev/urandom swap,cipher=aes-cbc-essiv:sha256,size=256,discard
and adding this to /etc/fstab:
/dev/mapper/swap none swap sw 0 0
Later I experimented with an alternative setting in /etc/crypttab:
swap PARTUUID=d4ae0d26-8df6-4005-aaf7-f419418134c2 /dev/urandom swap,cipher=aes-xts-plain64:sha256,size=512,discard
Originally, I tried to use UUID but this failed on a second
reboot. Turned out the UUID for /dev/sda3 (my swap partition)
was no longer present. So I switched to PARTUUID.
That's pretty much it. Reboot and see if it works. If it doesn't, the system may hang for a while at bootup and then give up and boot the system without any swap devices.
You might be able to get some information this way:
systemctl list-units | grep swap
journal -xe -u swap.target
you'll see not-so-helpful messages like:
Dependency failed for Swap.
Job swap.target/start failed with result 'dependency'.
If you forget the /etc/fstab entry, the system may also hang for a while at startup and ask for a password. You'll just have to sit it out.
fstab
I should note that my fstab had no uncommented entries in it.
genfstab might help in this regard:
genfstab -U -p # prints entries you could put in fstab
Get it using: pacman -S arch-install-scripts .
Crypting Home
ae2-cbc-essiv looks to no longer be the standard for encryption (see
https://wiki.archlinux.org/index.php/Dm-crypt/Device_encryption ):
Please note that with release 1.6.0, the defaults have changed to an AES cipher in XTS mode. It is advised against using the previous default --cipher aes-cbc-essiv, because of its known issues and practical attacks against them.
Also see for cbc vs xts etc:
- http://security.stackexchange.com/questions/39306/how-secure-is-ubuntus-default-full-disk-encryption
You should have an empty /home directory courtesy of archboot.
Unmount it and prepare it for block encryption:
umount /dev/sdaX # /home partition (for me /dev/sda5)
cryptsetup -s 512 luksFormat /dev/sdaX
Check:
cryptsetup luksDump /dev/sdaX
should show aes plain xts.
Now we can open this device and put a filesystem on it:
cryptsetup luksOpen /dev/sdaX home
mkfs.btrfs /dev/mapper/home
I have this entry in my /etc/crypttab - the system can boot without an entry in here, but i want to use the discard option:
home PARTUUID=df5ba5f5-9492-4ae2-b1aa-2ac548841394 none home,luks,size=512,discard
Using discard may have security implications if you're using block encryption. Also confession: I don't know if this is actually enabling TRIM support, it is listed in man 5 crypttab.
And in /etc/fstab:
UUID=3f05ccbe-137b-4fb0-9236-be2520fda140 / ext4 rw,noatime,discard,data=ordered 0 1
/dev/mapper/home /home btrfs rw,compress=zlib,discard,ssd,relatime 0 0
I've included / above which I added with some additional flags:
noatime / relatime, discard and ssd are used.
If this is all working, your system will ask for a password to open the /home partition as part of the boot up process. This is separate to your user account password(s) that you may have.
GUI
I won't cover xorg set up. I do use infinality to improve fonts especially in the browser.
Sound
I had some system sounds, but nothing when playing video.
Alsamixer and pavucontrol both showed 2 devices, the second one was the one I wanted: HDA Intel PCH. Following the advice of
I found this setting worked:
cat /etc/modprobe.d/modprobe.conf
options snd_hda_intel enable=0,1
After this, earphones and pc speakers worked as expected.
Touchpad and touchscreen
The system is almost impossible to type on with the touchpad default settings. A slight glance will either click or scroll.
I have /etc/X11/xorg.conf.d/50-synaptics.conf with:
Section "InputClass"
Identifier "touchpad"
Driver "synaptics"
MatchIsTouchpad "on"
Option "TapButton1" "-1"
Option "TapButton2" "-1"
Option "TapButton3" "3"
Option "VertEdgeScroll" "-1"
Option "VertTwoFingerScroll" "on"
Option "HorizEdgeScroll" "-1"
Option "HorizTwoFingerScroll" "on"
Option "CircularScrolling" "on"
Option "CircScrollTrigger" "2"
Option "EmulateTwoFingerMinZ" "40"
Option "EmulateTwoFingerMinW" "8"
Option "CoastingSpeed" "0"
Option "FingerLow" "35"
Option "FingerHigh" "40"
EndSection
This disables tap clicking (you can still depress the end of the touchpad for a normal click), and it enables 2-finger scrolling. I can still trigger 2-finger scrolling when both hands glance the trackpad so nothing's perfect.
The touchscreen is a bit of a mystery. It is recognised and looks
to be treated like a mouse / pointer device (xinput --list). I can
touch links in chromium but they are not clicked. What I really want
is the ability to scroll but I haven't figured this out.
cat /proc/bus/input/devices | egrep 'Bus|Name'
...
I: Bus=0018 Vendor=06cb Product=2734 Version=0100
N: Name="DLL060A:00 06CB:2734"
I: Bus=0003 Vendor=06cb Product=0af8 Version=0111
N: Name="SYNAPTICS Synaptics Large Touch Screen"
...
So I'm assuming DLL060A is the touchpad and the second set of entries is my screen.
I'm wondering if I can set up another Section in xorg.conf.d with
MatchIsTouchscreen "on"
But haven't got anywhere yet.
Links
https://wiki.archlinux.org/index.php/Unified_Extensible_Firmware_Interface
- https://wiki.archlinux.org/index.php/Installing_Arch_Linux_on_a_USB_key
https://wiki.archlinux.org/index.php/USB_flash_installation_media#Using_manual_formatting
http://askubuntu.com/questions/21719/how-large-should-i-make-root-home-and-swap-partitions
- https://wiki.archlinux.org/index.php/Dm-crypt/Encrypting_a_non-root_file_system
- https://wiki.archlinux.org/index.php/Dm-crypt/System_configuration#crypttab
- shows use of xts plain for swap in crypttab
- https://wiki.archlinux.org/index.php/Dm-crypt/Swap_encryption
- https://wiki.archlinux.org/index.php/swap#Swappiness
https://code.google.com/p/cryptsetup/wiki/FrequentlyAskedQuestions#2._Setup 2.3 crypted swap
http://www.funtoo.org/BTRFS_Fun tutorial on btrfs
- https://wiki.archlinux.org/index.php/Dm-crypt/Device_encryptiono general dmcrypt / luks stuff
- https://wiki.archlinux.org/index.php/Btrfs#Swap_file
- http://arstechnica.com/information-technology/2014/01/bitrot-and-atomic-cows-inside-next-gen-filesystems/
