Ubuntu – How to set up GPT and EFI for the new raw drive

gptsystem-installationuefi

My laptop Thinkpad T400 now runs 12.04 on a small hard drive.
I plan to replace the hard drive with a bigger one, and install 14.04 on the new drive.
The new drive is just bought as brand new, and raw

I want to avoid the limitations of MBR, and want to use GPT for the disk.

I also want to use EFI partition, because I heard that it is the default on modern computers :

you must have a BIOS-Boot or an EFI partition depending on the boot mode of your BIOS. you will need either an EFI partition (if your BIOS is set up in EFI mode, which is default on more and more modern, > year 2011 computers) or a BIOS-Boot partition (if your BIOS is set up in Legacy mode).

So I wonder how I install 14.04 on the raw hard drive?

My laptop is T400, bought in 2009, and can I make my drive and
partitions GPT and EFI?
Does the following steps work?
- download 64-bit 14.04 to my flash drive
- replace the hard drive of my laptop with the new and raw one
- insert my flash drive into my laptop's usb port
- power on my laptop
- press F2 to enter the BIOS of my laptop? and set up booting from my flash drive?
- (presumably, the 64 bit 14.04 installation program will run?)
where in the steps can I set up GPT and EFI for my new raw drive?

My questions and confusions come from not understanding oldfred's comment on my previous post:

I have always partitioned in advance with gparted. Set to gpt before
anything else in device, advanced options. How you boot installer is
how it installs, UEFI or BIOS. And only with Something Else, do you
get the options for more than the default / & swap.

Thanks!

Best Answer

If your system comes pre-installed with UEFI firmware (which is a BIOS replacement) and you want the novelty and the experience, then keep it!

If your system doesn't come with UEFI: don't bother as UEFI was supposed to give us more freedom, but most vendors use it to lock you in and take your freedom away!

GPT is an entirely different question: Go for it! Finally more then 4 primary partitions per disk! The only disadvantage is that you'll have to give up on old trusty fdisk and use parted instead.

parted /dev/XdY

(where X and Y are very probably "s" and "a"). Then:

mklabel gpt

and hit Y

From the GUI, start gparted, menu device, partition table , GPT. :-)

Terminology

BIOS = Basic Input/Output System

(U)EFI = (Unified) Extensible Firmware Interface

MBR = Master Boot Record

GPT = GUID Partition Table

UEFI / EFI / BIOS = Firmware interface

MBR / GPT = How the computer knows (per hard disk) what partitions are on the drive and how to boot from them.

UEFI / BIOS

A firmware interface is the way that the firmware (the software inside devices) and operating system interact. It initialises the hardware then runs the operating system and ensures that the operating system drivers can operate the hardware.

The BIOS has been the usual firmware interface that has been used. The UEFI is a newer interface that has several features, such as being faster, having a GUI and being able to start the network card and get an ip address. UEFI replaces EFI. (Those developing EFI saw that there were others doing something similar and so joined them, bringing the ideas of EFI with them. This then became UEFI).

A BIOS requires the bootloader to be at the start of the disk, however a UEFI uses a partition for this and can choose among multiple boot loaders to use.

MBR / GPT + GRUB

The MBR is a section of code at the start of the disk that contains a boot loader (for the BIOS), as well as the partition map and a unique disk identifier.

To install GRUB onto a disk with a MBR, GRUB places a small program in the MBR to load the rest of GRUB from another part of the disk. (This is done because the MBR is too small to contain all of GRUB). The space that is chosen is space between the MBR and the first partition, which usually exists.

GPT is a standard for how the partitons are specified. It does have a 'protective' MBR, however this is only for allowing BIOS based computers to boot and stop tools that only know about MBR from trying to trash GPT. It can have

(How GPT is handled depends on whether it is booting using a BIOS (or UEFI system in BIOS emulation mode) or UEFI. I will focus on UEFI as it relates to the question).

Boot loaders for operating systems are stored in a partion called EFI System Partiton, that is formatted (usually) with FAT32. This is where GRUB is installed.

Converting

First...

We are playing around with the partition table, so guaranteed safety is not possible. It is a risky operation. However, the method should not lose data.

Others coming across this: Do not use on Apple Macs.

Now...

You will need to do this on a live CD (or another linux installation installed to a different disk.)

When dealing with GPT disks, we need to use a GPT aware program. 'GPT fdisk' is a good tool to use and what I will be using. It can be called gptfdisk or gdisk depending on distribution (Ubuntu calles it gdisk). Parted (and Gparted) is also GPT aware, so can 'safely' be used with GPT disks.

To convert you need to:

Resize partitions to fit GPT data and EFI system partition.
Convert the disk and add partitions
Install GRUB to EFI system partition.

1) Resize partition

Use parted (command line) or gparted (GUI) to resize the first and last partition. The first partion should have about 200MiB before it, and the last partition should have 1MiB to 2MiB (either will do) taken off the end.

2) Convert the disk

Run

gdisk /dev/sdx

changing the device you want to convert is /dev/sdx.

It should tell you that it will convert the partiton table.

GPT fdisk (gdisk) version 0.6.14

Partition table scan:
  MBR: MBR only
  BSD: not present
  APM: not present
  GPT: not present


***************************************************************
Found invalid GPT and valid MBR; converting MBR to GPT format.
THIS OPERATION IS POTENTIALLY DESTRUCTIVE! Exit by typing 'q' if
you don't want to convert your MBR partitions to GPT format!
***************************************************************


Command (? for help):

Now add a new partition, making it of type 'EFI system'. It should find the free space at the beginning (I suggest some low sector number like 34) and automatically use all the free space. The examples use a 4GB USB flash drive with 1 partition already on there, resized as per above.

Command (? for help): n
Partition number (2-128, default 2): 2
First sector (34-7831518, default = 34) or {+-}size{KMGTP}: 
Information: Moved requested sector from 34 to 2048 in
order to align on 2048-sector boundaries.
Use 'l' on the experts' menu to adjust alignment
Last sector (2048-421887, default = 421887) or {+-}size{KMGTP}: 
Current type is 'Linux/Windows data'
Hex code or GUID (L to show codes, Enter = 0700): L
0700 Linux/Windows data    0c01 Microsoft reserved    2700 Windows RE          
4200 Windows LDM data      4201 Windows LDM metadata  7501 IBM GPFS            
7f00 ChromeOS kernel       7f01 ChromeOS root         7f02 ChromeOS reserved   
8200 Linux swap            8301 Linux reserved        8e00 Linux LVM           
a500 FreeBSD disklabel     a501 FreeBSD boot          a502 FreeBSD swap        
a503 FreeBSD UFS           a504 FreeBSD ZFS           a505 FreeBSD Vinum/RAID  
a800 Apple UFS             a901 NetBSD swap           a902 NetBSD FFS          
a903 NetBSD LFS            a904 NetBSD concatenated   a905 NetBSD encrypted    
a906 NetBSD RAID           ab00 Apple boot            af00 Apple HFS/HFS+      
af01 Apple RAID            af02 Apple RAID offline    af03 Apple label         
af04 AppleTV recovery      be00 Solaris boot          bf00 Solaris root        
bf01 Solaris /usr & Mac Z  bf02 Solaris swap          bf03 Solaris backup      
bf04 Solaris /var          bf05 Solaris /home         bf06 Solaris alternate se
bf07 Solaris Reserved 1    bf08 Solaris Reserved 2    bf09 Solaris Reserved 3  
bf0a Solaris Reserved 4    bf0b Solaris Reserved 5    c001 HP-UX data          
c002 HP-UX service         ef00 EFI System            ef01 MBR partition scheme
ef02 BIOS boot partition   fd00 Linux RAID            
Hex code or GUID (L to show codes, Enter = 0700): ef00
Changed type of partition to 'EFI System'

You should now have the EFI partition.

Command (? for help): p
Disk /dev/sdd: 7831552 sectors, 3.7 GiB
Logical sector size: 512 bytes
Disk identifier (GUID): 669247F2-37F7-4797-98F9-9CE56F7EA8C8
Partition table holds up to 128 entries
First usable sector is 34, last usable sector is 7831518
Partitions will be aligned on 2048-sector boundaries
Total free space is 4029 sectors (2.0 MiB)

Number  Start (sector)    End (sector)  Size       Code  Name
   1          421888         7829503   3.5 GiB     0700  Linux/Windows data
   2            2048          421887   205.0 MiB   EF00  EFI System

Then exit gdisk

Command (? for help): w

Final checks complete. About to write GPT data. THIS WILL OVERWRITE EXISTING
PARTITIONS!!

Do you want to proceed, possibly destroying your data? (Y/N): y
OK; writing new GUID partition table (GPT).
The operation has completed successfully.

Now use Gparted (or command-line mkfs.vfat -F 32 /dev/partition) to format the partition as FAT32.

3) Install GRUB

This comes with less assurances that the previous part as I have not tried it myself.

I am not sure about this step, so I'll guess using RAOF's instructions:

To switch to grub-efi you'd want to

Find your EFI partition; mount it in /boot/efi. Add this to /etc/fstab¹

Install the grub-efi package

Switch your BIOS boot priority from UEFI and Legacy to UEFI only (or a similar option)

You should work out which version of grub-efi to install with

ioreg -l -p IODeviceTree | grep firmware-abi

If it says EFI32 install the grub-efi-ia32 package, if it says EFI64 install the grub-efi-amd64 package. You can install the packages with

sudo apt-get install <package name>

This will probably only work if you have booted in EFI mode.

If it does not work, you could try these step by step instructions (under "Install GRUB2 in (U)EFI systems") once grub-efi is installed.

Configuring (+ Dual Boot)

If RAOK's instructions work, you should be able to add the following line to /etc/grub.d/40_custom

menuentry "Windows 7" {
        set root='(hd0,gpt1)'
        chainloader /EFI/microsoft/bootmgfw.efi
}

It assumes that Windows is recognised as hd0 by GRUB. It may need to be changed to hd1 in order to work.

Now run

update-grub

to update the config file.

References and further reading

I used several sources.

Rod Smith's "GPT fdisk tutorial". Good for more info.
Wikipedia pages for UEFI, BIOS, MBR and GPT.
Ubuntu's UEFI booting wiki page. Good for more how-to if you get stuck.
UEFI's own about page.

Ubuntu – Ubuntu 13.10 installer (alongside windows 8) and gpt partition

There's no such thing as a "GPT partition" in quite the sense that you seem to be suggesting. The GUID Partition Table (GPT) is a partition table -- that is, it's a data structure that defines partitions. The entire disk must be either GPT or something else, such as the older Master Boot Record (MBR) partition table. Thus, deleting the GPT data would delete all the partitions on the disk, which you probably don't want to do.

That said, some disks are actually MBR disks but they have leftover GPT data from an earlier partitioning of the disk. This situation can cause parted, GParted, the Ubuntu installer, and some other tools to mistakenly believe that the disk is empty. The FixParts program that you mentioned can detect and correct this problem. I don't believe this is your problem, though; computers that ship with Windows 8 almost always use GPT, so unless you re-installed Windows using MBR, your disk should legitimately be GPT. You can test this by running FixParts on the disk; if it terminates with a message to the effect that the disk is a GPT disk, then that's what it is.

I haven't researched the issue in detail, but the Ubuntu installer seems to have a bug that causes it to not provide the "install alongside" option for many computers that ship with Windows 8 pre-installed. I suspect that this is the issue you're seeing. Unfortunately, the only solution I know of is to use the "something else" option. Note that you'll almost certainly need to correctly identify your EFI System Partition (ESP) to the installer. It's a FAT32 partition, typically 100-1000MB in size, and you tell the installer to use it as an "EFI boot partition." (Why the developers chose too change "system" to "boot" is beyond me. Such changes just create confusion; but I digress....)