UbuntuHelp:InstallCDCustomization

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Introduction

The process of customizing or "remastering" Ubuntu install CDs is not especially complex, but it is a little tedious and finicky. This page documents all the problems you might find; if it doesn't, please edit it!

The Ubuntu install CD (since Ubuntu 6.06, the 'alternative install' or 'server' CD) has three main parts: a boot-loader (ISOLINUX on AMD64/x86 systems, yaboot on PowerPC) and its configuration, which start everything up; debian-installer (also known as d-i), which in this case is really a specialized miniature Ubuntu system; and a Debian-style repository structure, which is what takes up all that space on the disk in the directories "pool" and "dists". Building a new CD may involve modifications to all three parts.

This page shows a simple recipe for customizing the CD. It assumes that you copy the contents of the install CD to `/opt/build/` on your local system and create a couple of other dirs in `/opt/`. Modify as needed.

Copy the CD to your hard drive

Copy the entire installation CD (Note: this is the "alternate" cd, not the same one used to do a graphical install) to a directory on your hard drive. This guide will assume your CD image is in /opt/cd-image/, but you can put it wherever you like. It will take around 1GB of hard drive space.

If you have an ISO file, you can mount it and copy files out of it without burning it to CD: `mount -o loop /path/to/iso /some/mountpoint`.

You can use rsync to copy the CD, or just

mkdir -p /opt/cd-image
cp -rT /cdrom /opt/cd-image
</code>

Be sure to catch the folder ''.disk'' - if you try and copy /cdrom/*, it will ignore the .disk folder, as Bash expands the * to mean "everything it can see".

== Modify installer behaviour using a Preseed file ==

When the CD boots up, a Linux kernel is started and the installation tasks are initiated.  The installer's default behavior can be modified through the use of a "preseed" file, which feeds d-i answers to questions normally asked by debconf, or in other contexts.  If you look in the `preseed` folder in the install CD, you'll see that certain options (e.g. "server", "expert", "oem") already have preseed files assigned to them. The Edgy (6.10) [https://help.ubuntu.com/6.10/ubuntu/installation-guide/i386/appendix-preseed.html installation guide] has a detailed appendix on preseeding (although see below for details on differences between Edgy and earlier versions).

Suppose you are installing Ubuntu on a bunch of identical computers, and you already know the answers to certain questions (what country and time zone you're in, what keyboard you have, how the network should be configured, how you want to partition the hard disk, etc).  You can "preseed" the answers to these questions in a very simple configuration file.

=== Changing isolinux.cfg to identify your preseed ===

We will create a preseed file called 'firewall.seed', which will live in the /preseed folder of the CD-ROM. We tell d-i where to find this file by modifying the boot-loader configuration file, located in isolinux/isolinux.cfg, to pass appropriate parameters on the kernel command line.  In /opt/cd-image/isolinux/isolinux.cfg, add a new section labeled like this:

<pre>
LABEL firewall
  menu label ^Firewall installation
  kernel /install/vmlinuz
  append  preseed/file=/cdrom/preseed/firewall.seed debian-installer/locale=en_NZ kbd-chooser/method=us initrd=/install/initrd.gz ramdisk_size=16384 root=/dev/ram rw quiet --
</code>

If you want to set the default action to booting with your custom seed, change the DEFAULT line to read 'DEFAULT firewall'.

You must specify a locale and keyboard on the command line, as these questions are asked before the seed is loaded.  You can also set DEBCONF_PRIORITY here to ensure you don't see any unnecessary debconf questions.

=== Writing the preseed file ===

A preseed file has 4 fields per line:
  1. identity of the program which will pick up this command
  2. name of the variable whose value will be passed
  3. variable type
  4. value of variable

It looks something like this (from the default ubuntu-server.seed on the 6.06 CD):

   <pre>
# Always install the server kernel.
d-i     base-installer/kernel/override-image    string linux-server
# Don't install usplash.
d-i     base-installer/kernel/linux/extra-packages-2.6  string
# Desktop system not installed; don't waste time and disk space copying it.
d-i     archive-copier/desktop-task     string ubuntu-standard
d-i     archive-copier/ship-task        string
# Only install the standard system and language packs.
d-i     pkgsel/install-pattern  string ~t^ubuntu-standard$
d-i     pkgsel/language-pack-patterns   string
# No language support packages.
d-i     pkgsel/install-language-support boolean false
</code>

attachment:IconsPage/important.png The version of this file on some Breezy CD images was buggy: it set base-config/package-selection to `"~tubuntu-standard"` rather than `"~t^ubuntu-standard$"`. Use the new format in preference; the old one will break with Ubuntu 6.06 and newer.)

attachment:IconsPage/important.png  d-i expects there to be [http://d-i.alioth.debian.org/manual/en.i386/apbs03.html exactly one tab or space between variable type and variable value] (any other space is seen as being part of the value)

The easiest way to create a preseed file is to start with an example and modify it:
  1. You could check out [http://wiki.debian.org/DebianInstaller/Preseed Debian's wiki page on preseeding the installer] - 6.06 and higher use the Etch version of the Debian installer.
  2. The Edgy (6.10) [https://help.ubuntu.com/6.10/ubuntu/installation-guide/i386/preseed-contents.html install guide] has examples of many common preseed directives. (Bear in mind that you may need to modify some to work on older versions.)
  3. If you can't find the option you're looking for you can generate a comprehensive preseed file based on your own install time choices by using `debconf-get-selections`

`debconf-get-selections` usage:
<pre>
sudo apt-get install debconf-utils    # It is part of the debconf-utils package.
debconf-get-selections --installer > somefile.txt
debconf-get-selections >> somefile.txt
</code>

This will output a list of all debconf options you've chosen throughout your install; you can pick options out of this and put them into your preseed file.

attachment:IconsPage/warning.png debconf-get-selections prints '''2''' spaces between variable type and variable value.  You need to change this to one space before putting the line in a preseed file.

==== Installing extra packages in your preseed file ====

base-config has been removed from debian-installer since Ubuntu 6.06. Use:

<pre>
d-i     pkgsel/install-pattern          string ~t<sup>ubuntu-standard$|~n</sup>openssh-server$
</code>

==== Installing language support ====

A different mechanism is used to install additional languages. Preseed the detailed locale question asked by the installer in expert mode.  See the first column of `/usr/share/i18n/SUPPORTED` for the locale names you can use here.  For example, to add support for Bengali and Tamil, use this line:

<pre>
d-i localechooser/supported-locales multiselect bn_IN, ta_IN
</code>

== Modify pool structure to include more packages ==

Probably the prime motivation to build your own install CDs is to modify which packages are installed; in particular you may want to add some packages to the CD.

The easiest way to do this is to build an 'extras' repository structure, containing only your extra .debs, and merge these into the CD file hierarchy before rebuilding the .ISO image. This guide will step you through how to do this.

This requires you to generate the Packages files that defines what files are in your repository; the Release file that indexes your Packages files, and the signed Release.gpg file, approving the repository as being official.

=== Create an "Extras" component ===

Create directories for your new component (substituting your version where appropriate):

    <pre>
cd /opt/cd-image
mkdir -p dists/dapper/extras/binary-i386 pool/extras/ isolinux preseed
</code>

Put all the extra .debs you want on your CD into `pool/extras`.

Create the file `dists/dapper/extras/binary-i386/Release` with the following content:

    <pre>
Archive: dapper
Version: 6.06
Component: extras
Origin: Ubuntu
Label: Ubuntu
Architecture: i386
</code>

On the [[UbuntuHelp:/Scripts|scripts page]] there is a useful script that will strip out all of the packages from your CD image that are not currently installed. You will need to run `apt-ftparchive` (below) to generate the Packages file.

=== Generating a new ubuntu-keyring .deb to sign your CD ===

In order to sign the Release file, we need to use GPG.  The install system will then check the signature against the public keys held in the package ubuntu-keyring. You do not have a private key that matches one of the ones in the shipped ubuntu-keyring, so we need to build a custom version of the ubuntu-keyring package.  Install the `gnupg` package if you do not have it already.

To create a signing key, enter `gpg --gen-key`. Accept the defaults, (for this use, it is probably OK to use "No expiry").  For your Real Name and E-mail address, you might like to use something like "XXX Signing Key" and "[email protected]". Enter an appropriate passphrase.

In another directory (I use `/opt/build/`), we will download the source for the ubuntu-keyring package, unpack it, add our own GPG key, and rebuild the package. These steps import the 2 Ubuntu public signing keys into your main keyring, then exports them, along with your own public signing key, into a replacement keyring. "YOURKEYID" should be replaced with the 8-digit hexadecimal code that gpg tells you when you do the --list-keys command."Signing Key Name" is what you used in the previous step, when running `gpg --gen-key`.

To clarify, below is an example 'gpg --list-keys' response. In this example, "YOURKEYID" immediately follows the  '/' on the line beginning with 'pub' (which in this example is '437D05B5'.)

<pre>
gpg --list-keys
pub   1024D/437D05B5 2006-09-08
uid                  XXX Signing Key <[email protected]>
sub   2048g/79164387 2006-09-08
</code>

Here is an example, which you will need to customize to suit your own setup:

<pre>
cd /opt/build
sudo apt-get install fakeroot   # requires the fakeroot package which may not be installed on your system.
apt-get source ubuntu-keyring
cd ubuntu-keyring-2005.01.12.1/keyrings
gpg --import < ubuntu-archive-keyring.gpg
gpg --list-keys "Signing Key Name"
gpg --export FBB75451 437D05B5 YOURKEYID > ubuntu-archive-keyring.gpg
cd ..    # you are now on ubuntu-keyring-2005.01.12.1
dpkg-buildpackage -rfakeroot -m"Your Name <[email protected]>" -kYOURKEYID
cd ..  # you are now on the directory where you started, in the example, /opt/build
cp ubuntu-keyring*deb /opt/cd-image/pool/main/u/ubuntu-keyring
</code>

You will end up with a udeb file for the installer, and a .deb file for the system.  Both files need to be copied into the '''main''' component of your CD, because the CD will not check the extras directory.


=== Building the repository with apt-ftparchive ===

`apt-ftparchive` builds the `Packages` and `Packages.gz` files, needed by the installer. In order to use `apt-ftparchive` we will need to provide it with some configuration and some index files.

We will put the index files in `/opt/indices`:

    <pre>
mkdir -p /opt/indices /opt/apt-ftparchive
cd /opt/indices/
DIST=dapper; wget http://archive.ubuntu.com/ubuntu/indices/override.$DIST.{extra.main,main,main.debian-installer,restricted,restricted.debian-installer}
</code>

Create the files `apt-ftparchive-deb.conf`, `apt-ftparchive-udeb.conf`, `apt-ftparchive-extras.conf`, and `release.conf` in a directory (`/opt/apt-ftparchive`), substituting `/opt/cd-image/` for the path to your CD image directory, and `/opt/indices/` for the location of the index files, if they differ.

<u>/opt/apt-ftparchive/apt-ftparchive-deb.conf:</u>

    <pre>
Dir {
  ArchiveDir "/opt/cd-image/";
};

TreeDefault {
  Directory "pool/";
};

BinDirectory "pool/main" {
  Packages "dists/dapper/main/binary-i386/Packages";
  BinOverride "/opt/indices/override.dapper.main";
  ExtraOverride "/opt/indices/override.dapper.extra.main";
};

BinDirectory "pool/restricted" {
 Packages "dists/dapper/restricted/binary-i386/Packages";
 BinOverride "/opt/indices/override.dapper.restricted";
};

Default {
  Packages {
    Extensions ".deb";
    Compress ". gzip";
  };
};

Contents {
  Compress "gzip";
};
</code>

The ExtraOverride component above is needed to add the Task header to main packages, referenced from the preseed file with ~t<task name>. This is not supplied - but can be extracted from the existing main Packages file with a simple perl script :-

    <pre>
#! /usr/bin/perl
# extraoverride.pl
# generate ExtraOverride file
# use as follows :-
# extraoverride.pl < /opt/cd-image/dists/dapper/main/binary-i386/Packages > /opt/indices/override.dapper.extra.main

while (<>) {
        chomp;
        next if /^ /;
        if (/^$/ && defined($task)) {
                print "$package Task $task\n";
                undef $package;
                undef $task;
        }
        ($key, $value) = split /: /, $_, 2;
        if ($key eq 'Package') {
                $package = $value;
        }
        if ($key eq 'Task') {
                $task = $value;
        }
}
</code>

<u>/opt/apt-ftparchive/apt-ftparchive-udeb.conf:</u>

    <pre>
Dir {
  ArchiveDir "/opt/cd-image/";
};

TreeDefault {
  Directory "pool/";
};

BinDirectory "pool/main" {
  Packages "dists/dapper/main/debian-installer/binary-i386/Packages";
  BinOverride "/opt/indices/override.dapper.main.debian-installer";
};

BinDirectory "pool/restricted" {
  Packages "dists/dapper/restricted/debian-installer/binary-i386/Packages";
  BinOverride "/opt/indices/override.dapper.restricted.debian-installer";
};

Default {
  Packages {
    Extensions ".udeb";
    Compress ". gzip";
  };
};

Contents {
  Compress "gzip";
};
</code>

<u>/opt/apt-ftparchive/apt-ftparchive-extras.conf:</u>

   <pre>
Dir {
  ArchiveDir "/opt/cd-image/";
};

TreeDefault {
  Directory "pool/";
};

BinDirectory "pool/extras" {
  Packages "dists/dapper/extras/binary-i386/Packages";
};

Default {
  Packages {
    Extensions ".deb";
    Compress ". gzip";
  };
};

Contents {
  Compress "gzip";
};
</code>

<u>release.conf</u>

This is the configuration file for apt-ftparchive.  Change to suit your distribution version:

   <pre>
APT::FTPArchive::Release::Origin "Ubuntu";
APT::FTPArchive::Release::Label "Ubuntu";
APT::FTPArchive::Release::Suite "dapper";
APT::FTPArchive::Release::Version "6.06";
APT::FTPArchive::Release::Codename "dapper";
APT::FTPArchive::Release::Architectures "i386";
APT::FTPArchive::Release::Components "main restricted extras";
APT::FTPArchive::Release::Description "Ubuntu 6.06 LTS";
</code>

To build the repository, sign it, and update the MD5SUM file, you can use a script like this:

<pre>
BUILD=/opt/cd-image
APTCONF=/opt/apt-ftparchive/release.conf
DISTNAME=dapper

pushd $BUILD
apt-ftparchive -c $APTCONF generate /opt/apt-ftparchive/apt-ftparchive-deb.conf
apt-ftparchive -c $APTCONF generate /opt/apt-ftparchive/apt-ftparchive-udeb.conf
apt-ftparchive -c $APTCONF generate /opt/apt-ftparchive/apt-ftparchive-extras.conf
apt-ftparchive -c $APTCONF release $BUILD/dists/$DISTNAME > $BUILD/dists/$DISTNAME/Release

gpg --default-key "YOURKEYID" --output $BUILD/dists/$DISTNAME/Release.gpg -ba $BUILD/dists/$DISTNAME/Release
find . -type f -print0 | xargs -0 md5sum > md5sum.txt
popd
</code>


== Burning the CD ==

At this point, you have a directory which is ready to be collected into an .ISO file and then burnt to a CD.

=== Building the ISO image ===

<u>x86 and AMD64</u>

<pre>
IMAGE=custom.iso
BUILD=/opt/cd-image/

mkisofs -r -V "Custom Ubuntu Install CD" \
            -cache-inodes \
            -J -l -b isolinux/isolinux.bin \
            -c isolinux/boot.cat -no-emul-boot \
            -boot-load-size 4 -boot-info-table \
            -o $IMAGE $BUILD
</code>

<u>Power PC</u>

Download [http://people.ubuntu.com/~cjwatson/hfs.map the HFS map], then use the following command:
<pre>
IMAGE=custom.iso
BUILD=/opt/cd-image/

mkisofs -r -V "Custom Ubuntu Install CD" \
            --netatalk -hfs -probe -map hfs.map \
            -chrp-boot -iso-level 2 -part -no-desktop \
            -hfs-bless $BUILD/install \
            -hfs-volid Ubuntu/PowerPC_dapper \
            -o $IMAGE $BUILD
</code>

<u>ia64</u>
<pre>
IMAGE=custom.iso
BUILD=/opt/cd-image/

mkisofs -r -V 'Custom Ubuntu Install CD' \
        -o $IMAGE -no-emul-boot \
        -J -b boot/boot.img -c boot/boot.catalog $BUILD
</code>

 $IMAGE is just the location of your iso image.

=== Burning the image to CD ===

To detect the location of your CD drive, try `cdrecord --scanbus`.  For a primary IDE CD drive on /dev/hdc:

<pre>
sudo nice -18 cdrecord dev=ATA:0,1,0 --speed=24 --blank=fast -v -gracetime=2 -tao $IMAGE
</code>

You will burn a lot of coasters in experimenting with this process, so please use rewritable media!

== Testing ==

You can now boot off your CD.  Select the new menu item you created.  If you've used preseeding to stop the CD asking questions, the installation could be totally automatic.

== Troubleshooting ==

* If your CD fails to read, try re-burning it, possibly at a slower speed.
* If you get a red d-i screen, check the error message (use Alt-F2, Alt-F3 etc to cycle through the terminals to read the log), and fix your CD appropriately.

== See also ==

Check out some [[UbuntuHelp:/Scripts|install CD customization scripts]] that can be used to automate this process.

[[category:UbuntuHelp]]