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README.md Update documentation 2019-06-29 16:41:47 -03:00

README.md

How to create a custom Ubuntu live from scratch

This procedure works and can create a bootable and installable Ubuntu Live (along with the automatic hardware detection and configuration) from scratch.

Prerequisites (GNU/Linux Debian/Ubuntu)

Install applications we need to build the environment.

sudo apt-get install \
    debootstrap \
    squashfs-tools \
    xorriso \
    grub-pc-bin \
    grub-efi-amd64-bin \
    mtools
mkdir $HOME/live-ubuntu-from-scratch

Bootstrap and Configure Ubuntu

  • Checkout bootstrap

    sudo debootstrap \
       --arch=amd64 \
       --variant=minbase \
       bionic \
       $HOME/live-ubuntu-from-scratch/chroot \
       http://us.archive.ubuntu.com/ubuntu/
    

    debootstrap is used to create a Debian base system from scratch, without requiring the availability of dpkg or apt. It does this by downloading .deb files from a mirror site, and carefully unpacking them into a directory which can eventually be chrooted into.

  • Configure external mount points

    sudo mount --bind /dev $HOME/live-ubuntu-from-scratch/chroot/dev
    
    sudo mount --bind /run $HOME/live-ubuntu-from-scratch/chroot/run
    

    As we will be updating and installing packages (among them grub), these mount points are necessary inside the chroot environment, so we can be able to finish the installations without errors.

Define chroot environment

A chroot on Unix operating systems is an operation that changes the apparent root directory for the current running process and its children. A program that is run in such a modified environment cannot name (and therefore normally cannot access) files outside the designated directory tree. The term "chroot" may refer to the chroot(2) system call or the chroot(8) wrapper program. The modified environment is called a chroot jail.

Reference: https://en.wikipedia.org/wiki/Chroot

  1. Access chroot environment
sudo chroot $HOME/live-ubuntu-from-scratch/chroot
  1. Configure mount points, home and locale

    mount none -t proc /proc
    
    mount none -t sysfs /sys
    
    mount none -t devpts /dev/pts
    
    export HOME=/root
    
    export LC_ALL=C
    

    These mount points are necessary inside the chroot environment, so we can be able to finish the installations without errors.

  2. Set a custom hostname

    echo "ubuntu-fs-live" > /etc/hostname
    
  3. Configure apt sources.list

    cat <<EOF > /etc/apt/sources.list
    deb http://us.archive.ubuntu.com/ubuntu/ bionic main restricted universe multiverse 
    deb-src http://us.archive.ubuntu.com/ubuntu/ bionic main restricted universe multiverse 
    
    deb http://us.archive.ubuntu.com/ubuntu/ bionic-security main restricted universe multiverse 
    deb-src http://us.archive.ubuntu.com/ubuntu/ bionic-security main restricted universe multiverse 
    
    deb http://us.archive.ubuntu.com/ubuntu/ bionic-updates main restricted universe multiverse 
    deb-src http://us.archive.ubuntu.com/ubuntu/ bionic-updates main restricted universe multiverse    
    EOF
    
  4. Update indexes packages

    apt-get update
    
  5. Install systemd

    apt-get install -y systemd-sysv
    

    systemd is a system and service manager for Linux. It provides aggressive parallelization capabilities, uses socket and D-Bus activation for starting services, offers on-demand starting of daemons, keeps track of processes using Linux control groups, maintains mount and automount points and implements an elaborate transactional dependency-based service control logic.

  6. Configure machine-id and divert

    dbus-uuidgen > /etc/machine-id
    
    ln -fs /etc/machine-id /var/lib/dbus/machine-id
    

    The /etc/machine-id file contains the unique machine ID of the local system that is set during installation or boot. The machine ID is a single newline-terminated, hexadecimal, 32-character, lowercase ID. When decoded from hexadecimal, this corresponds to a 16-byte/128-bit value. This ID may not be all zeros.

    dpkg-divert --local --rename --add /sbin/initctl
    
    ln -s /bin/true /sbin/initctl
    

    dpkg-divert is the utility used to set up and update the list of diversions.

  7. Install packages needed for Live System

    apt-get install -y \
        ubuntu-standard \
        casper \
        lupin-casper \
        discover \
        laptop-detect \
        os-prober \
        network-manager \
        resolvconf \
        net-tools \
        wireless-tools \
        wpagui \
        locales \
        linux-generic
    
    1. Configure grub

  8. Graphical installer

    apt-get install -y \
        ubiquity \
        ubiquity-casper \
        ubiquity-frontend-gtk \
        ubiquity-slideshow-ubuntu \
        ubiquity-ubuntu-artwork
    
    1. Configure keyboard

    2. Console setup

  9. Install window manager

    apt-get install -y \
        plymouth-theme-ubuntu-logo \
        ubuntu-gnome-desktop \
        ubuntu-gnome-wallpapers
    
  10. Install useful applications

    apt-get install -y \
        clamav-daemon \
        terminator \
        apt-transport-https \
        curl \
        vim \
        nano
    
  11. Install Visual Studio Code

    1. Download and install the key

      curl https://packages.microsoft.com/keys/microsoft.asc | gpg --dearmor > microsoft.gpg
      
      install -o root -g root -m 644 microsoft.gpg /etc/apt/trusted.gpg.d/
      
      echo "deb [arch=amd64] https://packages.microsoft.com/repos/vscode stable main" > /etc/apt/sources.list.d/vscode.list
      
      rm microsoft.gpg
      
    2. Then update the package cache and install the package using

      apt-get update
      
      apt-get install -y code
      
  12. Install Google Chrome

    1. Download and install the key

      wget -q -O - https://dl-ssl.google.com/linux/linux_signing_key.pub | sudo apt-key add -
      
      echo "deb http://dl.google.com/linux/chrome/deb/ stable main" > /etc/apt/sources.list.d/google-chrome.list
      
    2. Then update the package cache and install the package using

      apt-get update
      
      apt-get install google-chrome-stable
      
  13. Install Java JDK 8

    apt-get install -y \
        openjdk-8-jdk \
        openjdk-8-jre
    
  14. Remove unused applications

    apt-get purge -y \
        transmission-gtk \
        transmission-common \
        gnome-mahjongg \
        gnome-mines \
        gnome-sudoku \
        aisleriot \
        hitori
    
  15. Remove unused packages

    apt-get autoremove -y
    
  16. Reconfigure packages

    1. Generate locales

      dpkg-reconfigure locales
      
      1. Select locales

      2. Select default locale

    2. Reconfigure resolvconf

      dpkg-reconfigure resolvconf
      
      1. Confirm changes

    3. Configure network-manager

      cat <<EOF > /etc/NetworkManager/NetworkManager.conf
      [main]
      rc-manager=resolvconf
      plugins=ifupdown,keyfile
      dns=dnsmasq
      
      [ifupdown]
      managed=false
      EOF
      
    4. Reconfigure network-manager

      dpkg-reconfigure network-manager
      
  17. Cleanup the chroot environment

    1. If you installed software, be sure to run

      truncate -s 0 /etc/machine-id   
      
    2. Remove the diversion

      rm /sbin/initctl
      
      dpkg-divert --rename --remove /sbin/initctl
      
    3. Clean up

      apt-get clean
      
      rm -rf /tmp/* ~/.bash_history
      
      umount /proc
      
      umount /sys
      
      umount /dev/pts
      
      export HISTSIZE=0
      
      exit
      

Unbind mount points

sudo umount $HOME/live-ubuntu-from-scratch/chroot/dev

sudo umount $HOME/live-ubuntu-from-scratch/chroot/run

Create the CD image directory and populate it

  1. Access build directory

    cd $HOME/live-ubuntu-from-scratch
    
  2. Create directories

    mkdir -p image/{casper,isolinux,install}
    
  3. Copy kernel images

    sudo cp chroot/boot/vmlinuz-**-**-generic image/casper/vmlinuz
    
    sudo cp chroot/boot/initrd.img-**-**-generic image/casper/initrd
    
  4. Copy memtest binary

    sudo cp chroot/boot/memtest86+.bin image/install/memtest
    

Grub configuration

  1. Access build directory

    cd $HOME/live-ubuntu-from-scratch
    
  2. Create image/isolinux/grub.cfg

    cat <<EOF > image/isolinux/grub.cfg
    
    search --set=root --file /ubuntu
    
    insmod all_video
    
    set default="0"
    set timeout=30
    
    menuentry "Try Ubuntu without installing" {
       linux /casper/vmlinuz boot=casper quiet splash ---
       initrd /casper/initrd
    }
    
    menuentry "Install Ubuntu" {
       linux /casper/vmlinuz boot=casper only-ubiquity quiet splash ---
       initrd /casper/initrd
    }
    
    menuentry "Check disc for defects" {
       linux /casper/vmlinuz boot=casper integrity-check quiet splash ---
       initrd /casper/initrd
    }
    
    menuentry "Test memory" {
       linux /install/memtest
    }
    EOF
    

Create manifest

  1. Access build directory

    cd $HOME/live-ubuntu-from-scratch
    
  2. Generate manifest

    sudo chroot chroot dpkg-query -W --showformat='${Package} ${Version}\n' | sudo tee image/casper/filesystem.manifest
    
    sudo cp -v image/casper/filesystem.manifest image/casper/filesystem.manifest-desktop
    
    sudo sed -i '/ubiquity/d' image/casper/filesystem.manifest-desktop
    
    sudo sed -i '/casper/d' image/casper/filesystem.manifest-desktop
    
    sudo sed -i '/discover/d' image/casper/filesystem.manifest-desktop
    
    sudo sed -i '/laptop-detect/d' image/casper/filesystem.manifest-desktop
    
    sudo sed -i '/os-prober/d' image/casper/filesystem.manifest-desktop
    

Compress the chroot

  1. Access build directory

    cd $HOME/live-ubuntu-from-scratch
    
  2. Create squashfs

    sudo mksquashfs chroot image/casper/filesystem.squashfs
    
  3. Write the filesystem.size

    printf $(sudo du -sx --block-size=1 chroot | cut -f1) > image/casper/filesystem.size
    

Create diskdefines

  1. Access build directory

    cd $HOME/live-ubuntu-from-scratch
    
  2. Create file image/README.diskdefines

    cat <<EOF > image/README.diskdefines
    #define DISKNAME  Ubuntu from scratch
    #define TYPE  binary
    #define TYPEbinary  1
    #define ARCH  amd64
    #define ARCHamd64  1
    #define DISKNUM  1
    #define DISKNUM1  1
    #define TOTALNUM  0
    #define TOTALNUM0  1
    EOF
    

Recognition as an Ubuntu from scratch

  1. Access build directory

    cd $HOME/live-ubuntu-from-scratch
    
  2. Create an empty file named "ubuntu" and a hidden ".disk" folder.

    touch image/ubuntu
    
    mkdir image/.disk
    

Create ISO Image for a LiveCD (BIOS + UEFI)

  1. Access image directory

    cd $HOME/live-ubuntu-from-scratch/image
    
  2. Create a grub UEFI image

    grub-mkstandalone \
       --format=x86_64-efi \
       --output=isolinux/bootx64.efi \
       --locales="" \
       --fonts="" \
       "boot/grub/grub.cfg=isolinux/grub.cfg"   
    
  3. Create a FAT16 UEFI boot disk image containing the EFI bootloader

    (
       cd isolinux && \
       dd if=/dev/zero of=efiboot.img bs=1M count=10 && \
       sudo mkfs.vfat efiboot.img && \
       mmd -i efiboot.img efi efi/boot && \
       mcopy -i efiboot.img ./bootx64.efi ::efi/boot/
    )
    
  4. Create a grub BIOS image

    grub-mkstandalone \
       --format=i386-pc \
       --output=isolinux/core.img \
       --install-modules="linux normal iso9660 biosdisk memdisk search tar ls" \
       --modules="linux normal iso9660 biosdisk search" \
       --locales="" \
       --fonts="" \
       "boot/grub/grub.cfg=isolinux/grub.cfg"
    
  5. Combine a bootable Grub cdboot.img

    cat /usr/lib/grub/i386-pc/cdboot.img isolinux/core.img > isolinux/bios.img
    
  6. Generate sha256sum.txt

    sudo /bin/bash -c "(find . -type f -print0 | xargs -0 sha256sum | grep -v "\./sha256sum.txt" > sha256sum.txt)"
    
  7. Create iso from the image directory using the command-line

    sudo xorriso \
       -as mkisofs \
       -iso-level 3 \
       -full-iso9660-filenames \
       -volid "Ubuntu from scratch" \
       -eltorito-boot boot/grub/bios.img \
       -no-emul-boot \
       -boot-load-size 4 \
       -boot-info-table \
       --eltorito-catalog boot/grub/boot.cat \
       --grub2-boot-info \
       --grub2-mbr /usr/lib/grub/i386-pc/boot_hybrid.img \
       -eltorito-alt-boot \
       -e EFI/efiboot.img \
       -no-emul-boot \
       -append_partition 2 0xef isolinux/efiboot.img \
       -output "../ubuntu-from-scratch.iso" \
       -graft-points \
          "." \
          /boot/grub/bios.img=isolinux/bios.img \
          /EFI/efiboot.img=isolinux/efiboot.img