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	docs: sysadmin: add section about Secure Boot
port from pve-docs (mention PBS instead of PVE, fix typos & style) Signed-off-by: Alexander Zeidler <a.zeidler@proxmox.com>
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				| @ -381,3 +381,188 @@ content and configuration on the ESPs by running the ``refresh`` subcommand. | |||||||
| .. code-block:: console | .. code-block:: console | ||||||
| 
 | 
 | ||||||
|   # proxmox-boot-tool refresh |   # proxmox-boot-tool refresh | ||||||
|  | 
 | ||||||
|  | 
 | ||||||
|  | 
 | ||||||
|  | .. _systembooting-secure-boot: | ||||||
|  | 
 | ||||||
|  | Secure Boot | ||||||
|  | ~~~~~~~~~~~ | ||||||
|  | 
 | ||||||
|  | Since Proxmox Backup 3.1, Secure Boot is supported out of the box via signed | ||||||
|  | packages and integration in ``proxmox-boot-tool``. | ||||||
|  | 
 | ||||||
|  | The following packages need to be installed for Secure Boot to be enabled: | ||||||
|  | 
 | ||||||
|  | * ``shim-signed`` (shim bootloader signed by Microsoft) | ||||||
|  | * ``shim-helpers-amd64-signed`` (fallback bootloader and MOKManager, signed by Proxmox) | ||||||
|  | * ``grub-efi-amd64-signed`` (Grub EFI bootloader, signed by Proxmox) | ||||||
|  | * ``proxmox-kernel-6.X.Y-Z-pve-signed`` (Kernel image, signed by Proxmox) | ||||||
|  | 
 | ||||||
|  | Only Grub as bootloader is supported out of the box, since there are no other | ||||||
|  | pre-signed bootloader packages available. Any new installation of Proxmox Backup | ||||||
|  | will automatically have all of the above packages included. | ||||||
|  | 
 | ||||||
|  | More details about how Secure Boot works, and how to customize the setup, are | ||||||
|  | available in `our wiki <https://pve.proxmox.com/wiki/Secure_Boot_Setup>`_. | ||||||
|  | 
 | ||||||
|  | 
 | ||||||
|  | .. _systembooting-secure-boot-existing-installation: | ||||||
|  | 
 | ||||||
|  | Switching an Existing Installation to Secure Boot | ||||||
|  | ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ | ||||||
|  | 
 | ||||||
|  | .. WARNING:: This can lead to an unbootable installation in some cases if not | ||||||
|  |    done correctly. Reinstalling the host will setup Secure Boot automatically if | ||||||
|  |    available, without any extra interactions. **Make sure you have a working and | ||||||
|  |    well-tested backup of your Proxmox Backup host!** | ||||||
|  | 
 | ||||||
|  | An existing UEFI installation can be switched over to Secure Boot if desired, | ||||||
|  | without having to reinstall Proxmox Backup from scratch. | ||||||
|  | 
 | ||||||
|  | First, ensure all your system is up-to-date. Next, install all the required | ||||||
|  | pre-signed packages as listed above. Grub automatically creates the needed EFI | ||||||
|  | boot entry for booting via the default shim. | ||||||
|  | 
 | ||||||
|  | .. _systembooting-secure-boot-existing-systemd-boot: | ||||||
|  | 
 | ||||||
|  | **systemd-boot** | ||||||
|  | """""""""""""""" | ||||||
|  | 
 | ||||||
|  | If ``systemd-boot`` is used as a bootloader (see | ||||||
|  | :ref:`Determine which Bootloader is used <systembooting-determine-bootloader>`), | ||||||
|  | some additional setup is needed. This is only the case if Proxmox Backup was | ||||||
|  | installed with ZFS-on-root. | ||||||
|  | 
 | ||||||
|  | To check the latter, run: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   # findmnt / | ||||||
|  | 
 | ||||||
|  | 
 | ||||||
|  | If the host is indeed using ZFS as root filesystem, the ``FSTYPE`` column should | ||||||
|  | contain ``zfs``: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   TARGET SOURCE           FSTYPE OPTIONS | ||||||
|  |   /      rpool/ROOT/pbs-1 zfs    rw,relatime,xattr,noacl | ||||||
|  | 
 | ||||||
|  | Next, a suitable potential ESP (EFI system partition) must be found. This can be | ||||||
|  | done using the ``lsblk`` command as following: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   # lsblk -o +FSTYPE | ||||||
|  | 
 | ||||||
|  | The output should look something like this: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   NAME   MAJ:MIN RM  SIZE RO TYPE MOUNTPOINTS FSTYPE | ||||||
|  |   sda      8:0    0   32G  0 disk | ||||||
|  |   ├─sda1   8:1    0 1007K  0 part | ||||||
|  |   ├─sda2   8:2    0  512M  0 part             vfat | ||||||
|  |   └─sda3   8:3    0 31.5G  0 part             zfs_member | ||||||
|  |   sdb      8:16   0   32G  0 disk | ||||||
|  |   ├─sdb1   8:17   0 1007K  0 part | ||||||
|  |   ├─sdb2   8:18   0  512M  0 part             vfat | ||||||
|  |   └─sdb3   8:19   0 31.5G  0 part             zfs_member | ||||||
|  | 
 | ||||||
|  | In this case, the partitions ``sda2`` and ``sdb2`` are the targets. They can be | ||||||
|  | identified by the their size of 512M and their ``FSTYPE`` being ``vfat``, in | ||||||
|  | this case on a ZFS RAID-1 installation. | ||||||
|  | 
 | ||||||
|  | These partitions must be properly set up for booting through Grub using | ||||||
|  | ``proxmox-boot-tool``. This command (using ``sda2`` as an example) must be run | ||||||
|  | separately for each individual ESP: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   # proxmox-boot-tool init /dev/sda2 grub | ||||||
|  | 
 | ||||||
|  | Afterwards, you can sanity-check the setup by running the following command: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   # efibootmgr -v | ||||||
|  | 
 | ||||||
|  | This list should contain an entry looking similar to this: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   [..] | ||||||
|  |   Boot0009* proxmox       HD(2,GPT,..,0x800,0x100000)/File(\EFI\proxmox\shimx64.efi) | ||||||
|  |   [..] | ||||||
|  | 
 | ||||||
|  | .. NOTE:: The old ``systemd-boot`` bootloader will be kept, but Grub will be | ||||||
|  |    preferred. This way, if booting using Grub in Secure Boot mode does not work | ||||||
|  |    for any reason, the system can still be booted using ``systemd-boot`` with | ||||||
|  |    Secure Boot turned off. | ||||||
|  | 
 | ||||||
|  | Now the host can be rebooted and Secure Boot enabled in the UEFI firmware setup | ||||||
|  | utility. | ||||||
|  | 
 | ||||||
|  | On reboot, a new entry named ``proxmox`` should be selectable in the UEFI | ||||||
|  | firmware boot menu, which boots using the pre-signed EFI shim. | ||||||
|  | 
 | ||||||
|  | If, for any reason, no ``proxmox`` entry can be found in the UEFI boot menu, you | ||||||
|  | can try adding it manually (if supported by the firmware), by adding the file | ||||||
|  | ``\EFI\proxmox\shimx64.efi`` as a custom boot entry. | ||||||
|  | 
 | ||||||
|  | .. NOTE:: Some UEFI firmwares are known to drop the ``proxmox`` boot option on | ||||||
|  |    reboot. This can happen if the ``proxmox`` boot entry is pointing to a Grub | ||||||
|  |    installation on a disk, where the disk itself is not a boot option. If | ||||||
|  |    possible, try adding the disk as a boot option in the UEFI firmware setup | ||||||
|  |    utility and run ``proxmox-boot-tool`` again. | ||||||
|  | 
 | ||||||
|  | .. TIP:: To enroll custom keys, see the accompanying `Secure Boot wiki page | ||||||
|  |    <https://pve.proxmox.com/wiki/Secure_Boot_Setup#Setup_instructions_for_db_key_variant>`_. | ||||||
|  | 
 | ||||||
|  | 
 | ||||||
|  | .. _systembooting-secure-boot-other-modules: | ||||||
|  | 
 | ||||||
|  | Using DKMS/Third Party Modules With Secure Boot | ||||||
|  | ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ | ||||||
|  | 
 | ||||||
|  | On systems with Secure Boot enabled, the kernel will refuse to load modules | ||||||
|  | which are not signed by a trusted key. The default set of modules shipped with | ||||||
|  | the kernel packages is signed with an ephemeral key embedded in the kernel | ||||||
|  | image which is trusted by that specific version of the kernel image. | ||||||
|  | 
 | ||||||
|  | In order to load other modules, such as those built with DKMS or manually, they | ||||||
|  | need to be signed with a key trusted by the Secure Boot stack. The easiest way | ||||||
|  | to achieve this is to enroll them as Machine Owner Key (``MOK``) with | ||||||
|  | ``mokutil``. | ||||||
|  | 
 | ||||||
|  | The ``dkms`` tool will automatically generate a keypair and certificate in | ||||||
|  | ``/var/lib/dkms/mok.key`` and ``/var/lib/dkms/mok.pub`` and use it for signing | ||||||
|  | the kernel modules it builds and installs. | ||||||
|  | 
 | ||||||
|  | You can view the certificate contents with | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   # openssl x509 -in /var/lib/dkms/mok.pub -noout -text | ||||||
|  | 
 | ||||||
|  | and enroll it on your system using the following command: | ||||||
|  | 
 | ||||||
|  | .. code-block:: console | ||||||
|  | 
 | ||||||
|  |   # mokutil --import /var/lib/dkms/mok.pub | ||||||
|  |   input password: | ||||||
|  |   input password again: | ||||||
|  | 
 | ||||||
|  | The ``mokutil`` command will ask for a (temporary) password twice, this password | ||||||
|  | needs to be entered one more time in the next step of the process! Rebooting | ||||||
|  | the system should automatically boot into the ``MOKManager`` EFI binary, which | ||||||
|  | allows you to verify the key/certificate and confirm the enrollment using the | ||||||
|  | password selected when starting the enrollment using ``mokutil``. Afterwards, | ||||||
|  | the kernel should allow loading modules built with DKMS (which are signed with | ||||||
|  | the enrolled ``MOK``). The ``MOK`` can also be used to sign custom EFI binaries | ||||||
|  | and kernel images if desired. | ||||||
|  | 
 | ||||||
|  | The same procedure can also be used for custom/third-party modules not managed | ||||||
|  | with DKMS, but the key/certificate generation and signing steps need to be done | ||||||
|  | manually in that case. | ||||||
|  | |||||||
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