Diskless OS Deployment via Ramdisk Mounting

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Solution Overview

Problem

As networks expand, manually deploying operating systems on multiple computers becomes inefficient, and existing diskless boot methods are limited to booting clients with kernel sizes up to 32 megabytes, making it difficult to deploy full operating systems greater than 1 gigabyte in size.

Innovation Solution

A two-stage boot process involving the download and execution of a boot kernel and boot loader, followed by the kernel initiating the download and mounting of a full operating system ramdisk image, which includes the operating system, allowing for the deployment of a full operating system greater than 1 gigabyte into client memory using DHCP, TFTP, and HTTP servers.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If diskless boot method is used to deploy operating systems on multiple clients, then deployment efficiency is improved, but the kernel size is limited to maximum 32 megabytes which prevents deployment of full operating systems greater than 1 gigabyte in size

Engineering Contradiction:
Improvedeployment efficiencyVSAvoidoperating system size
Core Design Contradiction:
ProductivityVSQuantity of substance

Solution Approach 1:

The patent segments the operating system deployment into two distinct phases: first downloading a boot kernel and boot loader (small initial payload), then mounting a ramdisk image containing the full operating system. This segmentation allows the system to overcome the 32MB kernel size limitation by separating the bootstrapping components from the full OS image, enabling deployment of OS images greater than 1GB while maintaining efficient automated deployment.

Inventive Principle:
Principle #1Segmentation

2Manufacturing precision

If manual operating system deployment is performed on each computer, then configuration accuracy is improved, but deployment time increases significantly as networks expand

Engineering Contradiction:
Improveconfiguration accuracyVSAvoiddeployment time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The patent implements self-service deployment where each client autonomously executes the two-stage boot process, downloading its own boot kernel, boot loader, and ramdisk image from servers, and mounting the OS image locally in memory. This eliminates the need for administrators to manually configure each machine while maintaining configuration accuracy through automated DHCP, TFTP, and HTTP server interactions, significantly reducing deployment time across expanding networks.

Inventive Principle:
Principle #25Self-service

3Reliability

If server-based configuration and identity files are maintained for diskless boot, then client booting is enabled, but server complexity and maintenance burden increase

Engineering Contradiction:
Improveclient booting reliabilityVSAvoidserver complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent extracts the operating system from traditional server-based persistent storage and identity file maintenance, instead mounting the full OS image into client memory as a ramdisk during the boot process. This extraction eliminates the need for servers to maintain complex identity files and configurations for each client, reducing server complexity and maintenance burden while maintaining reliable client booting through the standardized two-stage process.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS7546450B2Method and apparatus for operating system deployment
Publication Date: 2009.06.09 ORACLE AMERICAN INC
  • US7546450B2 patent drawing
  • US7546450B2 patent drawing
  • US7546450B2 patent drawing

AI summary

In general, in one aspect, the invention relates to a method for deploying an operating system on a client. The method includes downloading a boot configuration file, downloading a boot kernel and boot loader specified in the boot configuration file, booting the boot kernel on the client, executing the boot loader, by the kernel, to download of a ramdisk image, and mounting the ramdisk image in memory on the client, where the ramdisk image comprises the operating system.