Boot Swarm from USB sticks in UEFI mode

If your hardware does not support legacy BIOS and you are trying to boot Swarm using USB sticks, then you will have to perform the following steps in order to create a bootable USB stick that is UEFI compatible.

  1. Plug the USB flash device into the Windows computer.

  2. Note of the drive letter assigned to the USB device. (the example uses X:)

  3. Open a command prompt as an administrator:
    a. Windows Start Menu Search: "cmd"
    b. Ctrl-Shift-Enter to open as an administrator, agreeing to the
    security prompt.

  4. Format the USB key by typing the following at the command prompt:
    format X: /FS:FAT'. This may take awhile to complete.

  5. Ensure the USB device has been marked as bootable.
    a. Windows Start Menu Search: "Disk Management"
    b. Find the USB Device in the list and ensure its status is listed as 'Active'
    c. If it is not, right click on the status portion of the row and select 'Mark Partition as Active'.

  6. Download this to your computer

  7. On your USB stick create the following folder and its subfolder /EFI/BOOT

  8. From copy the following 2 files to the USB stick under /EFI/BOOT/

    1. efi64/efi/syslinux.efi

    2. efi64/com32/elflink/ldlinux/ldlinux.e64

  9. On the USB stick under /EFI/BOOT rename syslinux.efi to BOOTx64.efi

  10. From the Swarm storage bundle copy the following files to the USB stick under /EFI/BOOT/: castor.rle, fsimage, kernel, manifest.cfg, syslinux.cfg, syslinux.txt

  11. From that same bundle copy the caringo folder to the root of the USB stick

  12. Edit the node.cfg file and add a license file in the /caringo directory as appropriate.

  13. The folder structure of your USB stick should look like this:

  14. Volume serial number is 88EB-161B X:. ├───EFI │ └───BOOT │ │ BOOTx64.efi │ │ castor.rle │ │ fsimage │ │ kernel │ │ ldlinux.e64 │ │ manifest.cfg │ │ syslinux.cfg │ │ syslinux.txt └───caringo │ node.cfg │ node.cfg.sample │ license.txt └───console caringo-swarm-console.png ClusterRestart.htm ClusterShutdown.htm console-minus-icon.png console-plus-icon.png console.css console_caringo.css console_print.css console_print_caringo.css console_print_preview.css erroricon.jpg folder-close.gif folder-open.gif hint.css icon_back.gif icon_i.gif icon_led_off_lg.png icon_led_on_lg.png icon_minus.gif icon_plus.gif icon_restart.gif icon_restart_lg.gif icon_shutdown.gif icon_shutdown_lg.gif icon_transparent.gif icon_warning_lg.gif infoicon.jpg injection_graph_func.js logo.jpg logo_adminconsole.gif logo_caringo.gif logo_castor.png logo_castoradminconsole.gif logo_company.gif logo_replicationconsole.gif minus.gif plus.gif reportstyle.css robots.txt script.js style.css style2.css syncerroricon.png title_cluster.gif toggle.js unlicensed.png unregistered.png warnicon.jpg
  15. "Eject" or "Safely Remove" the USB flash device. The eject option can be found by right-clicking the drive device icon within Windows Explorer. You must not just pull the device out; you must cleanly unmount it in order to ensure that all data is written to it.

  16. Plug the USB flash device into a Swarm node.


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