Hard drive (frugal) installation of Fatdog64 on a computer with UEFI and secure boot.

     This document describes installing Fatdog64 on a computer with UEFI, with or without secure boot. All Windows 8 computers come with secure boot enabled by default.  First you should make sure Fatdog64 boots and works well on your computer. This can be done by booting from a CD/DVD you burned after downloading the iso or by making a bootable flash drive. If your computer is running Windows 8 with secure boot on, see the Booting with secure boot page. Please read this entire process before doing anything. It might be best to take a look at step 5 and see if you can do that on your computer before proceeding. Do not use the same fat32 partition that Windows 8 uses for it's boot, usually sda1 and labeled ESP. Windows 8 uses "Fast boot" aka hibernation by default and if you write to that partition while Windows is hibernated, when Windows resumes it will corrupt the ESP's filesystem. It's a good idea to make a backup of the files on the Windows ESP, just in case you do something stupid.



Step 1)
 

                You will need some space on your hard drive to create a couple of new partitions. Boot into Windows and then:

                Right click on My Computer
                Select Manage
                Click Storage --> Disk Management
                Right Click on the drive and click Shrink Volume

              



            Then select the amount of space you want shrink your C: drive. Minimum would be about 2Gb, more is always better.
            In the example below the C: drive is being shrunk by 40GB.

            





Step 2) 
               
                Boot into Fatdog64 from you CD/DVD/Flash drive. If you booted from a flash drive, remove it after booting. Then:
               
                Open the Control Panel
                Click on the Utilities Tab
                Double click on Gparted partition editor.
               
              
                (Typical Gparted window with fat32 and ext4 partitions added. The Create new Partition window is opened for demonstration.)  



               Right click on the 'unallocated' partition. This should be the same size that you shrunk your C: drive in Windows.
    `          Select 'New', the Create new Partition window will pop up.
                On the File system pull-down menu select 'fat32'.
                For 'New size (MiB):' enter 1000. That makes 1GB.
                Enter a Label for the new partition, then click Add.
              
               Right click on the 'unallocated' partition again.
               Select 'New', the Create new Partition window will pop up.
               On the File system pull-down menu select 'ext4'
               For 'New size (MiB):' enter what ever space is left.
               Enter a Label for the new partition, then click Add.
                
               After you're done adding partitions click Apply. When Gparted gets done you can close it.



                 

Step 3)

                From the tray menu, click on 'Restart X server'.
                Click on the new fat32 partition you made to mount it. 
                Copy the files from /usr/lib64/refind/ to your new fat32 partition.
                Copy vmlinuz and initrd from your bootable CD/DVD/Flash drive to your new fat32 partition.

                You new fat32 partition should look like this:
            
               

            
             


Step 4)

               On your new fat32 partition, rename EFI/boot/refind.conf-frugal to refind.conf.
               Right click on refind.conf and select Edit With Geany.
               The refind.conf should contain this:

               
                #
                # refind.conf
                # Configuration file for the rEFInd boot menu
                # See the refind.conf-sample file for full details.


                timeout 10
                banner fatdog.png
                scanfor manual


                menuentry "Fatdog64 Linux" {
                icon /EFI/boot/icons/os_fatdog.icns
                loader vmlinuz
                initrd initrd
                options "savefile=direct:device:sda7:/fd64save"    (Change sda7 in this line to whatever your new ext4 partition is. See boot options for more info.)
                 }

                menuentry "Fatdog64 without savefile" {
                icon /EFI/boot/icons/os_fatdog.icns
                loader vmlinuz
                initrd initrd
                options "savefile=none"   
                }

                menuentry "Windows 8" {
                volume ESP                                                      (Change ESP to whatever your normal boot partition is. Usually it's sda1 and usually it is labeled ESP.)
                loader \EFI\Microsoft\Boot\bootmgfw.efi
                }


               Click on the new ext4 partition you made to mount it. Then create a new directory named fd64save. You can skip this step if you want to use a save file instead of a save directory,  just modify the options in your refind.conf file to reflect whatever you want to name your save file. 

              
        If you have problems with refind not finding the ESP partiton when booting , it may show an error like bootmgfw.efi not found. You can try changing volume from ESP to 0: (That's a zero and a colon. The zero represents the first partition. If the normal boot partition is on sda2, then you would want "volume 1:".)
If refind still can't find the volume (partition) that the Windows boot loader is on, you can install refind and Fatdog64's kernel and initrd  directly to the ESP, if it has the space available. If you do this you must disable hibernation in Windows. 
To do that open a terminal as the administrator in Windows 8, and type powercfg -h off . The reason for this is that Windows mounts the ESP and when it hibernates it doesn't sync or unmount it. So if you boot another OS, shutdown, and then un-hibernate (Fast boot) Windows, the ESP's VFAT filesystem becomes corrupted.




Step 5)

                Now reboot your computer and press f2 to enter UEFI setup (Some computers use a different key to enter setup). Then add your new fat32                         partition as a boot option. Unfortunately this process varies quite a bit. Here's the screen a Dell laptop presents:

   
               

                For this particular laptop you have to disable secure boot to use the "File Browser Add Boot Option", then re-enable it when your done. Again this process varies a lot. Generally on the boot tab you will find some way to add a new boot option. After you find the button to to add a boot option, you will be asked to select a partition. This is kind of cryptic as well, and might take some guessing. Then you will be asked to browse to a bootable EFI application, this will be EFI/boot/bootx64.efi on your new fat32 partition. If you can't browse to that path or you can't see the files that you put in your fat32 partition under EFI/boot/, you probably picked the wrong partition. After you have added your new boot option, move that new boot option to the top of the boot order. Again, this will vary with different UEFI implementations. Then save and reboot.