h1. PXELinux chainboot into iPXE

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TFTP is a slow protocol on high-latency networks, but if your hardware is supported by iPXE (http://ipxe.org/appnote/hardware_drivers) or if UNDI driver of the NIC is compatible with iPXE, it is possible to configure PXELinux to chainboot iPXE and continue booting via HTTP protocol which is fast and reliable.

In this scenario, a system is PXE-booted into PXELinux which chainloads iPXE which continue booting via HTTP. The scenario is:

* hardware is turned on

* PXE driver gets network credentials from DHCP

* PXE driver gets PXELinux firmware from TFTP (pxelinux.0)

* PXELinux searches for configuration file on TFTP

* PXELinux chainloads iPXE (undionly-ipxe.0 or ipxe.lkrn)

* iPXE gets network credentials from DHCP again

* iPXE gets HTTP address from DHCP

* iPXE chainloads the iPXE template from Foreman

* iPXE loads kernel and init RAM disk of the installer

Requirements:

* a host entry is created in Foreman

* MAC address of the provisioning interface matches

* provisioning interface of the host has a valid DHCP reservation

* the host has special PXELinux template (below) associated

* the host has iPXE template associated

* hardware is capable of PXE booting

* hardware NIC is compatible with iPXE

The iPXE project offers two options: using PXE interface (UNDI) or using built-in linux network card driver. Both options have pros and cons and each gives different results with different hardware cards. Some NIC adapters can be slow with UNDI, some are actually faster. Not all network cards will work with either or both ways.

h2. A. Chainbooting iPXE directly

In this setup, iPXE uses build-in driver for network communication. Therefore this will only work on supported cards (see above)!

h3. TFTP setup

Copy the iPXE firmware to the TFTP root directory:

  cp /usr/share/ipxe/ipxe.lkrn /var/lib/tftpboot/

The source directory can be different on linux distributions, this is for Red Hats. The file is shipped in ipxe-bootimgs package.

Not all hardware is supported by iPXE drivers. In case of troubles, use latest development version build of iPXE:

  wget -O /var/lib/tftpboot/ http://boot.ipxe.org/ipxe.lkrn

Do not use symbolic links as TFTP runs in chroot. When using SELinux, remember to correct file contexts:

  restorecon -RvF /var/lib/tftpboot/

h3. Foreman setup - PXELinux template

Configuration involves associating PXELinux and iPXE templates.

In your Foreman instance, go to "Provisioning templates" and create new template of PXELinux kind with the following contents:

<pre><code>

DEFAULT linux

LABEL linux

KERNEL ipxe.lkrn

APPEND dhcp && chain <%= foreman_url('iPXE') %>

IPAPPEND 2

</code></pre>

Recent version of Foreman ships with this template already under name "PXELinux chain iPXE".

h3. Foreman setup - iPXE template

Associate iPXE template which ships with Foreman which is named 'Kickstart default iPXE' or 'Preseed default iPXE' containing something like:

<pre><code>#!ipxe

kernel <%= "#{@host.url_for_boot(:kernel)}" %> ks=<%= foreman_url("provision")%>

initrd <%= "#{@host.url_for_boot(:initrd)}" %>

boot

</code></pre>

If there was a host associated with PXELinux templates, you may need to exit and re-enter Build state for the TFTP configuration to be redeployed. Recent versions of Foreman do this automatically on template save.

h2. B. Chainbooting iPXE via UNDI

In this setup, iPXE uses UNDI for network communication. The hardware must support that.

h3. TFTP setup

Copy the iPXE firmware to the TFTP root directory and rename it:

  cp /usr/share/ipxe/undionly.kpxe /var/lib/tftpboot/undionly-ipxe.0

The source directory can be different on linux distributions, this is for Red Hats. The file is shipped in ipxe-bootimgs package.

Do not use symbolic links as TFTP runs in chroot. When using SELinux, remember to correct file contexts:

  restorecon -RvF /var/lib/tftpboot/

h3. TFTP setup (gPXELinux alternative)

This is alternative approach if none of the above configurations work or packages are not available.

Copy the gPXE firmware to the TFTP root directory:

  cp /usr/share/syslinux/gpxelinuxk.0 /var/lib/tftpboot/

The source directory can be different on linux distributions, this is for Red Hats. The file is shipped in syslinux package.

Do not use symbolic links as TFTP runs in chroot. When using SELinux, remember to correct file contexts:

  restorecon -RvF /var/lib/tftpboot/

h3. Foreman setup - PXELinux template

In your Foreman instance, go to "Provisioning templates" and create new template of PXELinux kind with the following contents:

<pre><code>

DEFAULT undionly-ipxe

LABEL undionly-ipxe

MENU LABEL iPXE UNDI

KERNEL undionly-ipxe.0

IPAPPEND 2

</code></pre>

Recent version of Foreman ships with this template already under name "PXELinux chain iPXE UNDI".

h3. Foreman setup - iPXE template

Associate iPXE template which ships with Foreman which is named 'Kickstart default iPXE' or 'Preseed default iPXE' containing something like:

<pre><code>#!ipxe

kernel <%= "#{@host.url_for_boot(:kernel)}" %> ks=<%= foreman_url("provision")%>

initrd <%= "#{@host.url_for_boot(:initrd)}" %>

boot

</code></pre>

If there was a host associated with PXELinux templates, you may need to exit and re-enter Build state for the TFTP configuration to be redeployed. Recent versions of Foreman do this automatically on template save.

h3. DHCP setup

The above configuration will lead to an endless loop of chainbooting iPXE firmware. To break this loop, configure DHCP server to hand over correct URL to iPXE to continue booting. In the /etc/dhcp/dhcpd.conf file change the "filename" global or subnet configuration as follows:

<pre><code>

if exists user-class and option user-class = "iPXE" {

  filename "https://foreman:443/unattended/iPXE";

} else {

  filename "pxelinux.0";

}

</code></pre>

On isolated networks, use Smart Proxy URL instead of Foreman when templates feature is enabled. If there are existing leases on the DHCP server, let them expire and restart the DHCP service. This can be also forced with

<pre><code>

truncate /var/lib/dhcpd/dhcpd.leases

service dhcpd restart

</code></pre>

h2. C. Chainbooting virtual machines

Since most virtualization hypervisors use iPXE as the primary firmware for PXE booting, the above configuration will directly work without TFTP and PXELinux involved. This is known to work with libvirt, oVirt and RHEV. If the hypervisor is capable of replacing PXE firmware, it will work too (e.g. VMWare is documented at http://ipxe.org/howto/vmware). There are two options.

h3. Foreman setup - iPXE template

Associate iPXE template which ships with Foreman which is named 'Kickstart default iPXE' or 'Preseed default iPXE'. The contents is the same as in the workflows above.

h3. DHCP setup - managed server

In this case, Foreman manages DHCP and reservation (IP address) is known in advance, therefore iPXE script can be found in Foreman DB and returned to a client:

* VM is turned on

* iPXE gets network credentials from DHCP

* iPXE gets filename option from DHCP (URL)

* iPXE chainloads the iPXE template from Foreman

* Foreman renders iPXE template for given host found by remote IP

* iPXE executed the script, loads kernel and init RAM disk of the installer

In the /etc/dhcp/dhcpd.conf file change the "filename" global or subnet configuration as follows:

<pre><code>

if exists user-class and option user-class = "iPXE" {

  filename "https://foreman:443/unattended/iPXE";

} else {

  filename "pxelinux.0";

}

</code></pre>

Certain iPXE builds might not be able to access via SSL/TLS, in that case use HTTP URL. On isolated networks, use Smart Proxy URL instead of Foreman but keep in mind templates smart-proxy feature must be enabled. If there are existing leases on the DHCP server, let them expire and restart the DHCP service (see above).

h3. DHCP setup - unmanaged server

In this case, Foreman cannot create DHCP reservation in advance. But an intermediate iPXE script can be deployed to report MAC address to find proper host:

* VM is turned on

* iPXE gets network credentials from DHCP

* iPXE gets filename option from DHCP (URL)

* iPXE loads the intermediate iPXE template from a HTTP server

* iPXE executes the intermediate script

* iPXE chainloads the iPXE template from Foreman with MAC address provided as a parameter

* Foreman renders iPXE template for given host found by remote IP

* iPXE executed the script, loads kernel and init RAM disk of the installer

Create the following script and put it somewhere on the network via HTTP so iPXE clients can access it.

<pre><code>

#!ipxe

# Intermediate iPXE script to report MAC address to Foreman

isset ${net0/mac} || goto no_nic

dhcp net0 || goto net1

chain https://foreman:443/unattended/iPXE?mac=${net0/mac} || goto net1

exit 0

:net1

isset ${net1/mac} || goto no_nic

dhcp net1 || goto net2

chain https://foreman:443/unattended/iPXE?mac=${net1/mac} || goto net2

exit 0

:net1

# Create as many copies as necessary (this will work up to 2 NICs)

:no_nic

echo Failed to chainload from any network interface

sleep 30

exit 1

</code></pre>

Let's use httpd on Foreman server for this purpose:

<pre><code>

# scp intermediate.ipxe root@foreman:/var/www/htdocs/pub/

</code></pre>

On an *unmanaged DHCP server* change filename option to be "https://foreman:443/pub/intermediate.ipxe". Instructions are different for various DHCP servers (like MS DHCP, Infoblox, Bluecoat) but if this was ISC DHCP, then simply change /etc/dhcp/dhcpd.conf file as follows:

<pre><code>

if exists user-class and option user-class = "iPXE" {

  filename "https://foreman:443/pub/intermediate.ipxe";

} else {

  filename "pxelinux.0";

}

</code></pre>

Certain iPXE builds might not be able to access via SSL/TLS, in that case use HTTP URL. On isolated networks, use Smart Proxy URL instead of Foreman but keep in mind templates smart-proxy feature must be enabled.