Full rename to match the openpxe.com brand. The product now reads as a
polished open-source project rather than a personal-tool nickname:
the anvil/forge metaphor is gone, replaced with the rainbow-horizon
brand mark from the marketing site.
## Naming changes
**PXEForge → OpenPXE** everywhere it's user-visible or developer-
facing:
- All 8 crate package names (`pxeforge-*` → `openpxe-*`).
- The bin crate dir + binary (`crates/pxeforge` → `crates/openpxe`,
`bin = "openpxe"`).
- Env vars: `PXEFORGE_*` → `OPENPXE_*` (no compat shim — pre-beta).
- Tracing targets: `pxeforge::*` → `openpxe::*`.
- Prometheus metrics: `pxeforge_*` → `openpxe_*` (pre-beta; nobody
has dashboards on these yet).
- Container image: `gitea.milesward.dev/mward4/openpxe:0.3.0`.
- All in-tree paths: `/var/lib/openpxe/{isos,work,smb}`,
`/usr/share/openpxe/ipxe`, `/etc/openpxe/...`.
- Unraid template renamed `pxeforge.xml` → `openpxe.xml`.
- README, NEXT_PHASE.md, architecture.md, comments, and the WebUI
brand string.
**Gated Deployment → Queued Deployment** as the user-facing concept:
- `Settings::TimeoutAction::GatedDeployment` →
`QueuedDeployment` (with `#[serde(alias = "gated_deployment")]`
so v0.2.0 settings.json files keep deserializing).
- Rust types: `Gate` → `QueueEntry`, `GateQueue` → `DeploymentQueue`,
`GateInner` → `QueueEntryInner`.
- File: `crates/core/src/gate.rs` → `crates/core/src/queue.rs`.
- HTTP routes: `/api/gate/*` → `/api/queue/*`. The JSON list key
flipped from `"gates"` to `"entries"` to match.
- iPXE shortcut: `/boot/_gate.ipxe` → `/boot/_queue.ipxe`. The
top-level menu's item id is now `queue` instead of `gate`.
- WebUI sidebar tab: "Forge Gate" → "Queue".
- Field on `AppState`: `gates` → `queue`.
## Brand assets
The anvil + forging-sparks logos are dropped:
- `logo.svg` is now a 24×24 medallion filled with the
`rainbow-horizon` gradient from openpxe.com (sliding hue rotation
via SMIL on the gradient stops, no JS needed).
- `anvil-forge.svg` renamed to `loader.svg` and rebuilt as a 64×64
louder version of the same disc — used for page-load transitions
and the imaging-progress widget. Adds a subtle scale pulse and a
white inner-glow so it has dimensionality on either theme.
## CSS rename
- `.forge-progress` → `.queue-progress`
- `.forge-progress .anvil` → `.queue-progress .mark`
- `@keyframes forge-sheen` → `queue-sheen`
- `.loader .anvil` → `.loader .mark`
- "Heating the forge…" loader text → "Loading…"
The rest of the layout is untouched. Light/dark theme tokens and the
sidebar/topbar structure carry over from v0.2.0 unchanged — the
brief was "keeping the UI similar."
## Validation
- `cargo build --workspace` — clean.
- `cargo clippy --workspace --all-targets` — no warnings.
- `cargo test --workspace` — **66 tests passing**, same as v0.2.0.
- Local smoke run against the rebuilt release binary verifies:
- `/boot.ipxe` emits `Queued Deployment` + `item queue` + chains
`/boot/_queue.ipxe`
- `/api/queue` returns `{count, entries}`
- `/metrics` emits `openpxe_queue_count` (renamed)
- `/assets/logo.svg` and `/assets/loader.svg` serve the new
rainbow brand SVGs
- `/api/status` reports version `0.3.0`
## Migration notes for operators on v0.2.0
- Container image path changed: pull
`gitea.milesward.dev/mward4/openpxe:0.3.0` (not `pxeforge:`).
- Bind mounts: `/var/lib/openpxe/{isos,work,smb}` (not `pxeforge`).
Move the host path or update the template.
- Env vars: replace `PXEFORGE_*` with `OPENPXE_*`. The Unraid
template at `deploy/unraid/openpxe.xml` is already updated.
- `settings.json` carries over transparently — the
`gated_deployment` value is accepted as an alias.
- HTTP API: any external scripts that hit `/api/gate/*` need to
switch to `/api/queue/*`. The JSON envelope key is `entries`
instead of `gates`.
302 lines
13 KiB
Markdown
302 lines
13 KiB
Markdown
# OpenPXE
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Container-native PXE boot server. A Rust reimplementation of
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[iVentoy (ventoy/PXE)](https://github.com/ventoy/PXE), designed from scratch
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for Docker/OCI and OpenShift. Upload `.iso` files via the web UI; network
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clients PXE-boot them.
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> **Status:** v0.2.0 / pre-beta. Phases 1–5 complete: full PXE stack,
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> Queued Deployment queue, NFS-share ISO sources, live tracing log + an
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> operator terminal, per-MAC host bindings (Tinkerbell-style),
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> Prometheus `/metrics`, light/dark theme toggle, animated anvil
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> imaging-progress widget. **66 tests passing**, clippy clean. Ready
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> for real-hardware validation.
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## Design non-negotiables
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1. **Fully offline / air-gap deployable.** Zero CDN assets. Zero external
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HTTP calls from the server, the browser, or the generated iPXE scripts.
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Build the container once, run forever disconnected.
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2. **iPXE is a backend implementation detail.** No `.ipxe` upload path, no
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manual script editing, no iPXE terminology in the UI. Every knob in the
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web UI maps to a specific script-generation behavior inside the binary.
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3. **The client trust store is off-limits.** No test-signed drivers, no
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`bcdedit /set testsigning on`, no certificates injected into WinPE or
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the target OS.
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## What it does
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1. **DHCP proxy** (RFC 4578). Coexists with your existing DHCP server —
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never assigns IPs. Listens on UDP 67 + UDP 4011.
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2. **TFTP server** (RFC 1350 + RFC 2347/2348/2349/7440 option negotiation)
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that serves architecture-specific iPXE binaries to firmware PXE ROMs.
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3. **HTTP server** that serves the web UI, the generated iPXE boot scripts,
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raw ISOs (with Range), and files inside ISOs without prior extraction.
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4. **ISO introspection**: auto-detects the distro family and generates the
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appropriate kernel+initrd or wimboot chain. No manual config.
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5. **Hierarchical PXE menu** mirroring the Phase 2 spec:
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```
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Default > Boot from Local HDD
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Installers > Linux Installers / Windows Installers
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Tools > Utilities / OpenPXE Shell / Network Card Info
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Queued Deployment
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```
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6. **Queued Deployment queue** — the "horse race" launch flow. A client that
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selects *Queued Deployment* gets a numbered position and waits. The
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operator picks an ISO in the web UI and fires it to every waiting
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client simultaneously.
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7. **Web UI** (Netbox-style): sidebar nav (Dashboard / Network / Forge
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Gate / Storage / Hosts / Terminal / About), light + dark themes
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(toggle top-right or press `T`), animated anvil "forge progress"
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widget when devices are imaging. All assets served from the binary —
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no external requests.
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8. **Per-MAC host bindings.** Pin a MAC to a boot target and the client
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skips the menu, chains straight through. Inspired by Tinkerbell's
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`smee` MAC-prepended URL pattern.
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9. **Prometheus metrics** at `/metrics` — DHCP replies by arch, TFTP
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transfer counts and bytes, HTTP request counts by route, queue /
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imaging gauges, uptime, build info. Plain text exposition format,
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no external metrics framework dependency.
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8. **Settings API** lets you change the default boot-menu timeout (default
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600s), the timeout action (stay / Local HDD / Queued Deployment), and
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feature toggles like Windows ISO support. The iPXE scripts regenerate
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on every request using current settings.
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### Architectures supported on day one
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| DHCP option 93 | Architecture | Binary served |
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|----------------|-----------------|-------------------------|
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| `0x0000` | Legacy x86 BIOS | `undionly.kpxe` |
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| `0x0006` | IA32 UEFI | `snponly-i386.efi` |
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| `0x0007`/`0x0009` | x86_64 UEFI | `snponly.efi` |
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| `0x000B` | ARM64 UEFI | `snponly-arm64.efi` |
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UEFI firmware that sends `HTTPClient` in option 60 is handled too — we
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skip TFTP and respond with an HTTP URL.
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## Quick start — MVP container (recommended)
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```bash
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# 1. Pull bundled iPXE binaries (~2 MB, one-time).
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./scripts/fetch-ipxe.sh
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# 2. Build the container image (~3 min first time).
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docker buildx build -f deploy/docker/Dockerfile -t openpxe:0.1.0 --load .
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# 3. Run it on the box plugged into your PXE network. Set PUBLIC_IP to
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# this host's LAN address so advertised iPXE URLs are reachable.
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docker run -d --name openpxe \
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--network host \
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-e OPENPXE_PUBLIC_IP=10.0.0.5 \
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-e OPENPXE_DHCP_MODE=proxy \
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-v $PWD/data/isos:/var/lib/openpxe/isos \
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-v $PWD/data/work:/var/lib/openpxe/work \
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openpxe:0.1.0
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# 4. Open the UI and drop an ISO in.
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open http://10.0.0.5
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```
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Host networking is required in proxy mode so the container sees DHCPDISCOVER
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broadcasts from the PXE VLAN. On macOS/Windows hosts Docker runs in a Linux
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VM, so "host" means the VM — use `openpxe-dev` in `docker-compose.yml` for
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API-only testing on a laptop.
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### Quick start — docker compose
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```bash
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# MVP / API testing on a laptop (no DHCP, high ports):
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OPENPXE_PUBLIC_IP=127.0.0.1 docker compose up openpxe-dev
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# Real PXE deployment on a Linux host (host network, DHCP proxy on):
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OPENPXE_PUBLIC_IP=10.0.0.5 docker compose up openpxe
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```
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### Multi-arch build + push
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For deploying to x86_64 servers, build both arches in one manifest:
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```bash
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# One-time: bootstrap a multi-arch builder.
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docker buildx create --name openpxe-multi --driver docker-container --use
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# Build + push both linux/amd64 and linux/arm64 under one tag.
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docker buildx build --builder openpxe-multi \
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--platform linux/amd64,linux/arm64 \
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-t ghcr.io/YOUR-ORG/openpxe:0.1.0 \
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--push \
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-f deploy/docker/Dockerfile .
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```
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On an Apple Silicon host, the amd64 stage runs under QEMU emulation (~10-15 min for a cold cache). On a Linux x86_64 host, both arches build natively at normal speed. CI runners on GitHub Actions with `docker/build-push-action@v5` handle this cleanly.
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### Build from source (no container)
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```bash
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./scripts/fetch-ipxe.sh
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cargo run --release # needs NET_BIND_SERVICE or root for :80/:69
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```
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### Container health probes
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| Endpoint | Purpose |
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|-------------|---------------------------------------------------------------|
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| `/healthz` | Liveness — HTTP stack alive. Always 200. |
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| `/readyz` | Readiness — 200 only if iPXE binaries bundled + ISO dir OK. |
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| `/api/status` | Full JSON status: versions, assets, counts, live settings, SMB state. |
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### Pre-seeding ISOs from a directory
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For CI, pre-baked homelab deployments, or a fresh PVC, the binary has a
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`seed` subcommand that imports every `*.iso` from a host path through the
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same pipeline the web UI uses (introspection + boot-entry generation):
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```bash
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docker run --rm \
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-v /my/iso-library:/seed:ro \
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-v openpxe-data:/var/lib/openpxe/isos \
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-e OPENPXE_PUBLIC_IP=10.0.0.5 \
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openpxe:0.1.0 seed --from /seed
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# Dry run first to see what would be imported:
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docker run --rm -v /my/iso-library:/seed:ro openpxe:0.1.0 seed --from /seed --dry-run
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```
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### Environment overrides
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| Var | Default | Meaning |
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|------------------------|-----------------------------|----------------------------------------|
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| `OPENPXE_HTTP_PORT` | `80` | Web UI + boot script HTTP port |
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| `OPENPXE_TFTP_PORT` | `69` | TFTP port |
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| `OPENPXE_DHCP_PORT` | `67` | DHCP server-side port |
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| `OPENPXE_DHCP_MODE` | `proxy` | `proxy` or `disabled` |
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| `OPENPXE_PUBLIC_IP` | auto-detect | Advertised IP for clients. Startup **fails** if unset and auto-detect returns loopback. |
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| `OPENPXE_ISO_DIR` | `/var/lib/openpxe/isos` | Where uploaded ISOs live |
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| `OPENPXE_WORK_DIR` | `/var/lib/openpxe/work` | Scratch + runtime settings |
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| `OPENPXE_LOG` | `info,openpxe=debug` | `tracing` filter |
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## What the boot menu looks like on a real client
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```
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OpenPXE - network boot menu
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------------------------- Default -------------------------
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Boot from Local HDD
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----------------------- Installers -----------------------
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Linux Installers >
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Windows Installers > (only if enabled in Settings)
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-------------------------- Tools --------------------------
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Tools > Utilities / Shell /
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NIC Info / Reboot /
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Exit and continue BIOS
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---------------------- Queued Deployment ------------------
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Queued Deployment (join queue)
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```
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Linux/Windows submenus show file sizes iVentoy-style:
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```
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OpenPXE - Linux Installers
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[ 4376 MB] CentOS-7-x86_64-DVD-1810
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[ 2002 MB] Fedora-Workstation-Live-x86_64-38-1.6
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[ 4699 MB] ubuntu-22.04.2-desktop-amd64
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< Back to main menu
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```
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iPXE never appears in the UI — the whole hierarchy above is generated from
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ISOs you upload via drag-and-drop in the web UI plus toggles in Settings.
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## OpenShift
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```bash
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oc apply -f deploy/openshift/
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oc -n openpxe get all
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oc -n openpxe get route openpxe -o jsonpath='{.spec.host}'
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```
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### Why a custom SCC?
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The default `restricted-v2` blocks `hostNetwork` and all capabilities. PXE
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cannot work without host network (CNI overlays don't deliver L2 broadcast
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into pod netns), and we need `NET_BIND_SERVICE` to bind <1024. The custom
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`openpxe-scc` grants exactly those two and nothing else. No raw sockets,
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no privileged mode — proxy-mode DHCP sidesteps the usual requirements.
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### What's on host ports
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| Port | Proto | Purpose |
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|----------|-------|---------------------------------|
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| 67 | UDP | DHCP server (proxy replies) |
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| 69 | UDP | TFTP |
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| 4011 | UDP | PXE Boot Server discovery |
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| 80 | TCP | Web UI + HTTP boot assets |
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The OpenShift Route only covers 80/TCP. Clients on the PXE network talk to
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the node's host IP directly for UDP.
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## Windows support
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Enabled by toggling **Windows ISO support** under Settings. The flow:
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1. Upload a stock Microsoft Windows install ISO (vanilla, no pre-processing).
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2. On upload, OpenPXE extracts the ISO and uses `wimlib-imagex` to rewrite
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image index 2 (WinPE) of `sources/boot.wim`. It injects exactly two
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plain-text files:
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- `Windows/System32/winpeshl.ini` — tells WinPE to run `startnet.cmd`.
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- `Windows/System32/startnet.cmd` — runs `wpeinit`, waits for the SMB
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host to be reachable, `net use Z: \\<server>\<share> /user:guest`,
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then `Z:\setup.exe`.
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3. The container's Samba `smbd` serves the extracted install tree on :445.
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4. The client gets chainloaded into wimboot → patched WinPE → Windows Setup
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running off the SMB share. **Every binary the client executes is stock
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Microsoft-signed.**
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### What we never do
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- Ship drivers — signed, test-signed, or otherwise — that load on the client.
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- Install certificates into the target's trust store or WinPE boot policy.
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- Recommend `bcdedit /set testsigning on` or any equivalent signing-policy
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weakening.
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### Credit & limitations
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The SMB-based approach is adapted from [Bootimus](https://github.com/garybowers/bootimus)
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(Apache-2.0). Re-implemented in Rust; no code was copied verbatim. Known
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operational constraints inherited from the design:
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- **Port 445 must be directly reachable from PXE clients.** `net use`
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ignores alternate ports. In OpenShift this means `hostPort: 445` on the
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deployment; on a host that already runs SMB it will collide.
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- Windows 10/11 client SKUs are the tested target. Server SKUs untested.
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- Hardware with NICs/storage controllers missing from WinPE's bundled
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drivers will need a driver-pack injection step (not yet implemented).
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## Queued Deployment
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The "horse race" launch flow, end to end:
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1. A client boots and picks **Queued Deployment** in the PXE menu (or falls
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through on timeout with the default `timeout_action`).
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2. The client joins the queue, gets a numbered queue position, and enters a
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long-poll loop (25s per request, auto-renewed).
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3. In the web UI's **Queued Deployment** tab, the operator sees each waiting
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client with its MAC, IP, arch, and position.
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4. The operator selects an image and clicks **Launch for all waiting**.
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The server broadcasts the assignment to every queued client via a
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`tokio::sync::Notify`; each client's next poll returns the boot script
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for the chosen image.
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5. Every client chains the same image at effectively the same moment — the
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queue releases and the horses run together.
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No user-facing iPXE anywhere in this flow. The client only ever runs
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scripts we generate; the operator only interacts with the web UI.
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## Architecture
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See [`docs/architecture.md`](docs/architecture.md) for the protocol stack,
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crate layout, and the full decision log.
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## Licence
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MIT OR Apache-2.0.
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