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Disk Partitioning and Filesystem

  1. Hard Disk Drive (HDD)
  2. Firmware and Interface
  3. Partitioning table
  4. Booting scheme
  5. Partitioning tool
  6. Sector
    1. Minimal Alignment
    2. Optimal Alignment
    3. Alignment Summary
  7. Filesystem
  8. Bootable USB stick
  9. Operating System Limitations
  10. Summary
  11. Manually creating Windows UEFI bootable USB stick
    1. Windows 7 Notes

Hard Disk Drive (HDD)

In terms of transmission method:

  1. Parallel: IDE/ATA/PATA; SCSI.
  2. Serial: Serial ATA/SATA; Serial Attached SCSI/SAS.

In terms of application:

  1. SCSI/SAS: workstation, RAID.
  2. ATA/SATA: PC.

In terms of features:

  1. ATA/SATA: hotplug; cheap; warm-friendly.
  2. SCSI/SAS: stable; higher performance.

Firmware and Interface

  1. Firmware refers to underlying hardware as 'UEFI Firmware' or 'BIOS Firmware'. Nowadays, almost all PCs bring in UEFI Firmware.
  2. At the very beginning of booting, we press ESC/F2/F12 and get into 'Firmware interface' as System BIOS, ROM BIOS or PC BIOS which is also named to BIOS Setting.

Partitioning table

  1. GPT
  2. MBR (MSDOS)
  3. MAC
  4. BSD

Booting scheme

  1. Legacy (BIOS) booting
  2. UEFI booting.
  3. UEFI Firmware supports either UEFI booting or Legacy booting, which is called Compatibility Support Module (CSM).

Partitioning tool

To create partition table and partitions

  1. parted
  2. fdisk
  3. diskpart on Windows

Both fdisk and parted are partitioning utilities. fdisk is well known, stable, and recommended for the MBR partition layout while parted was one of the first Linux block device management utilities to support GPT partitions.

Sector

Read Storage I/O Alignment and Size first! It is imperative to differentiate the concepts of physical sector and logical sector, especially on partitions alignment.

On the hardware level, we have sectors with 512B (0.5KiB) in the old days. In order to improve disk scability and abilities of error check, new disk drives with 4096B (4KiB) sectors are inovated. It is nonnegligible that there exist gaps between physical sectors, data within which could be utilized to detect disk error and recovery partial data.

For backward compatibility, we have physical sector and logical sector, which is called advanced format feature. Many ancient operating systems does not support reading sectors with 4KiB. Consequently, operating systems still read and write logical sectors of 512B (0.5KiB) while disk driver operates on physical sectors in 4096B (4KiB). Here is an example output of parted command. It makes sense that partition size is presented with logical sectors, when unit is selected to _s_ector.

Model: ATA HITACHI HTS72323 (scsi)
Disk /dev/sda: 625142448s
Sector size (logical/physical): 512B/4096B
Partition Table: gpt
Disk Flags: 

Obviously, 1 physical sector corresponds to 8 logical sectors. We can check both values through Linux runtime sysfs:

/sys/block/sdX/queue/physical_block_size
/sys/block/sdX/queue/logical_block_size

/sys/block/sdX/alignment_offset          # 0
/sys/block/sdX/sdXY/alignment_offset     # 0

/sys/block/sdX/queue/optimal_io_size     # 1048576 = 1024 * 1024 = 1MiB
/sys/block/sdX/queue/minimum_io_size

fdisk can also reports optimal_io_size and minimum_io_size. To get authorative results, we resort to the disk official page by checking disk model first:

/sys/block/sdX/device/model

For the purpose of disk performance, please align the logical partition table addresses to actual physical blocks on the disks. Make sure partitions start at boundaries of:

(optimal_io_size + alignment_offset) / physical_block_size = 256 physical sectors
# -or-
(minimal_io_size + alignment_offset) / physical_block_size

Alignment does not care about the ending boundary at all. That is to say, space gap may exist between partitions.

Minimal Alignment

Keep in mind, on software layer (both OSes and partitioning tools), sector is equivalent to logical sector. We sometimes call partition boundaries on software level as logical sector address (LBA).

We are suggested to create partitions at the exact boundary of physical blocks, namely oders of 4096 (8s) like 40s, 48s, etc.

For instance. I want to create a Grub GPT/BIOS boot partition. Although alignment is not critical to this partition (not regularly accessed), I present it here to illustrate the rules above.

Usually, a Grub BIOS boot partition takes around 1MiB = 2048s. On GPT disks, the very first usable sector is 34s since the size of the EFI label is usually 34 sectors (0s - 33s).

So we can choose the starting sector to be 40s and the ending point be 2047s (included). Please be noted, here we use 2047s as the ending sector such that the next partition can start at 2048s. Hence, a properly aligned partition ends at multiple 8s minus 1.

root@tux / # parted -a opt /dev/sda
(parted) unit s
(prated) mkpart primary 40s 2047s
Warning: The resulting partition is not properly aligned for best performance.
Ignore/Cancel?
(parted) Ignore
(parted) align-check opt 1
(parted) align-check min 1

Now that the the starting point and ending point is set appropriately, why does parted still reports warning? Because -a opt tells the partition to align optimally. minimal tells to align precisely at multiple physical sectors. Please set unit to KiB, MiB, or GiB (power of 2, orders of 1024): require exact unit.

Use minimum alignment as given by the disk topology information. This and the opt value will use layout information provided by the disk to align the logical partition table addresses to actual physical blocks on the disks. The min value is the minimum alignment needed to align the partition properly to physical blocks, which avoids performance degradation.

Optimal Alignment

By default, parted uses optimal alignment at inexact megabytes:

Use optimum alignment as given by the disk topology information. This aligns to a multiple of the physical block size in a way that guarantees optimal performance.

The optimal uses inexact units like K, M or G (power of 10, oders of 1000). It aligns at a more general level, usually in MB and allows +/-500KB (500MB for GB unit) adjustment automatically, like mkpart primary fat32 1MB 201MB. Specially, we can set unit %. Hence start a partition by percentile is appreciated like mkpart primary fat32 0% 551MB.

The resulting boundary is determined by optimal_io_size (check the formula above). If the that value is zero, then conform to 1MiB. Therefore, in real practice, just use the exact units or percentiles, as alignment is guranteed.

Alignment Summary

  1. LVM partitions comply with with the same alignment rules above.
  2. Interestingly, HD manufactures use order of 1000 to present disk size as that would make the number larger.
  3. In math, 1MB is actually 1M Bytes while 1GiB is 1Gi Bytes.
  4. We use unit _s_ector to create small partitions while MiB/GiB for large partitions.

4 KB 扇区磁盘上的 Linux:实用性建议; What's the point of hard drives reporting their physical sector size?

Filesystem

'Format' refers to create filesystem on a disk parition.

  1. NTFS
  2. FAT 12/16/vfat/32
  3. EXT 2/3/4
  4. BTRFS

EFI System Partition (ESP) (including bootable USB stick) must be a FAT (FAT32 is recommended) filesystem.

Bootable USB stick

  1. dd (rude but robust)

    The ISO is installed to the whole USB stick as if it were a hard drive. This make USB stick unacessible to OS file manager due to boot and/or esp flag.

  2. Rufus (reliable and versatile tool)
  3. diskpart (Windows)
  4. Ubuntu Disk Creater
  5. Manual copy.

    For UEFI booting, just copy (i.e. rsync) ISO contents to a FAT32 USB partition without altering other partitions that can be used as data storage.

For Windows bootable USB stick, sometimes we encounter lack of the exact USB driver from the ISO, resulting in installation failure in the early phase. You are recommended to change the USB stick (i.e. a newer with USB 3.0 port). Optionally, you can get a driver copy and place it a location that is accessible during installation (i.e. within another USB stick).

Operating System Limitations

  1. Usually, MBR and BIOS (MBR + BIOS), and GPT and UEFI (GPT + UEFI) go hand in hand without any compatibility issue. However, that matching is a must for Windows and Mac while Linux is more flexible.
  2. For Dual boot with Windows, turn off Windows 'Fast Reboot' and 'Secure boot' in BIOS setting.

    What's more, then stick to the matching rule unless they are installed separately on two disks.

  3. UEFI requires the firmware and operating system loader (or kernel) to be size-matched; for example, a 64-bit UEFI firmware implementation can load only a 64-bit operating system (OS) boot loader or kernel.

Summary

The final booting scheme depends on:

  1. Firmware: UEFI/BIOS Firmware;
  2. BIOS setting: uefi/Legacy/CSM booting;
  3. Partitioning: GPT/MBR;
  4. Operating System (and boot loader thereof).

Manually creating Windows UEFI bootable USB stick

This tutorial shows how to manually create a Windows 8.1 bootable USB stick under Linux. parted does NOT ask for confirmation on each command like fdisk.

On Windows, we use diskpart. Alternatively, format the USB to FAT32 and copy all ISO files to the USB - quite simple!

  1. Create partition table - GPT

    # parted -a optimal /dev/sdb
    (parted) mktable/mklabel gpt
    (parted) unit s
    (parted) print free
    

    mktable/mklabel ERASEs the whole disk data!

  2. Create a primary partition

    (parted) mkpart primary fat32 0% 5GiB
    (parted) print free
    (parted) align-check opt 1
    (parted) name 1 Win81USB
    (parted) print free
    
    1. The fat32 argument is optional at this step. It may be specified to set an appropriate partition ID. parted does not format filesystem.
    2. 0% is better for start of the very first partition alignment. Similarly, 100% is better for end of the very last partition alignment.
    3. 5 GiB is enough for Windows 8.1 ISO. The remaining space can be used to store data (i.e. create ext4 partition).
    4. align-check checks partition alignment. optimal/opt guarantees optimal disk performance. Try to use unit s (sector) when mkpart for better disk performance.
  3. (opt) Set the partition be bootable

    parted presents GPT partition GUIDs as flags while other tools like gdisk uses short codes (i.e. ef00). However, those codes mean nothing at all in parted.

    (parted) set 1 boot on
    or
    (parted) toggle 1 esp
    (parted) print free
    (parted) quit
    
    1. Enable either boot or esp as they imply each other (alias) on GPT disks. We can also set msftdata for Windows stick.
    2. As mentioned earlier, boot or esp flag makes this partition unacessible to Windows OS file manager.
  4. Format FAT32 filesystem

    # mkfs.vfat -F32 /dev/sdb1
    
    1. Though we sepcify fat32 argument in parted, we must explicitly format the partition.
  5. Mount ISO file

    # mount -t udf -o loop,ro,unhide /path/to/file.iso /mnt/iso
    

    Make usre udf_fs is enabled in kernel to support DVD ISO. The default iso9660 only supports CD ISO.

  6. Mount the USB stick

    # mount /dev/sdb1 /mnt/usbstick
    
  7. Copy ISO files to USB stick

    # cp -rv /mnt/iso/* /mnt/usbstick/
    # -or-
    # rsync -rv /mnt/iso/ /mnt/usbstick/
    
  8. Flush file system buffers

    # sync
    
  9. Umount ISO and USB stick

    # umount /mnt/iso
    # umount /mnt/usbstick
    
  10. For Windows 10 onwards, the "install.wim" file is over 4GB and cannot be copied to a FAT32 filesystem. So we need to split the file into smaller ones before copying.
  11. Refs
    1. fedora create windows 8.1 USB stick
    2. howtogeek cd/dvd ISO mount

Windows 7 Notes

By default, Windows 7 ISO does not prepare the bootx64.exe and relevant directories correctly. Use robust tool like Rufus.

For whatever reason you want to create usb stick by copying or dd, please get bootx64.exe from an existing Windows 7 OS. Alternatively, extract (i.e. by 7zip) \1\Windows\Boot\EFI\bootmgfw.efi from ISO \sources\install.wim and rename it to bootx64.exe. From within the USB stick, copy \efi\microsoft\boot directory to a upper level, namely \efi\boot into which we put bootx64.exe. Actually, Rufus just creates \efi\boot directly instead of copying.