Preboot Execution Environment
The Preboot eXecution Environment (PXE, also known as Pre-Execution Environment; sometimes pronounced "pixie") is an environment to boot computers using a network interface independently of data storage devices (like hard disks) or installed operating systems.
PXE was introduced as part of the Wired for Management framework by Intel and is described in the specification (version 2.1) published by Intel and SystemSoft on September 20, 1999. It makes use of several User Datagram Protocol (UDP) based network protocols like Dynamic Host Configuration Protocol (DHCP) and Trivial File Transfer Protocol (TFTP). It also uses concepts like globally unique identifier (GUID), universally unique identifier (UUID) and Universal Network Device Interface. The client (the computer to be bootstrapped via PXE) side of the PXE equation is implemented either as a Network Interface Card (NIC) BIOS extension or as UEFI code implementing the PXE standardized application programming interfaces (APIs).
The firmware on the PXE booting client initially asks (by DHCP) for the required network configuration parameters and also for the location of the booting resources. After parsing the PXE enabled DHCP server answer, the client will be able to set its own network configuration (IP address, IP Mask, etc) and to point to booting resources based on the received TFTP Server IP address and the name of the network bootstrap program (NBP). The Client transfers the NBP into its own random-access memory (RAM) using TFTP, possibly verifies it, and finally boots from it. NBPs are just the first link in the boot chain process and they immediately TFTP transfer complementary files in order to get running a minimalistic OS executive (i.e. WindowsPE, or a basic Linux kernel+initrd). When the tiny OS executive is alive the rest of transfers for booting or installing a full OS are performed using more advanced protocols like HTTP, CIFS, NFS, etc.
The PXE environment relies on a combination of DHCP and TFTP infrastructure protocols. DHCP is used to provide the appropriate client network parameters and specifically the location (IP address) of the TFTP server hosting, ready for download, the initial bootstrap program (NBP) and complementary files.
To initiate a PXE bootstrap session the DHCP component of the PXE firmware broadcasts a DHCPDISCOVER packet containing PXE-specific options to port 67/UDP (DHCP server port). The PXE options identify the request as a PXE transaction. Standard DHCP servers (non PXE enabled) will be able to answer regular networking information but no the PXE specific parameters. A PXE client will not be able to boot if only receives answers from non PXE enabled DHCP servers.
If a PXE redirection service (ProxyDHCP) receives a PXE DHCPDISCOVER, it replies with an extended DHCPOFFER to the client's port 68/UDP (DHCP client port). A proxyDHCP does not provide IP information. This particular characteristic allows to split the PXE DHCP needs; a regular DHCP server will provide network configuration while a proxyDHCP will provide only the PXE specific information. The client in this situation continues the negotiation process independently with each server until it gathers all the required booting parameters.
An extended DHCPOFFER contains mainly:
- a PXE Discovery Control field to recommend multicasting, broadcasting, or unicasting to contact PXE boot servers
- a list of IP addresses of each available PXE Boot Server Type
- a PXE Boot Menu with each entry representing a PXE Boot Server Type
- a PXE Boot Prompt telling the user to press a certain key to see the boot menu
- a timeout to launch the first boot menu entry if it expires
The Proxy DHCP service may also run on the same host as the standard DHCP service. Since two services cannot share port 67/UDP, the Proxy DHCP runs on port 4011/UDP and expects the extended DHCPDISCOVER packets from PXE Clients to be DHCPREQUESTs.:18 The standard DHCP service has to send a special combination of PXE options in its DHCPOFFER, so the PXE client knows to look for a Proxy DHCP on the same host, port 4011/UDP.
Boot server contact
To contact a PXE Boot Server the booting system must have an IP address (perhaps from a DHCP server).
It multicasts or unicasts a DHCPREQUEST packet extended with PXE-specific options (extended DHCPREQUEST) to port 4011/UDP or broadcasts it to port 67/UDP. This packet contains the PXE Boot Server type and the PXE Boot Layer, allowing multiple boot server types to run from one daemon. The extended DHCPREQUEST may be a DHCPINFORM.:16
A PXE Boot Server receiving an extended DHCPREQUEST configured for the requested type and client architecture responds with an extended DHCPACK including:
- the complete file path to download the NBP via TFTP.
- PXE Boot Server type and PXE Boot Layer it answered
- the multicast TFTP configuration, if MTFTP as described in the PXE specification should be used.
The booting system accepts information from only one extended DHCPOFFER.
To get the file path of this credentials file another exchange of extended DHCPREQUEST and extended DHCPACK is required.
Network bootstrap program
After receiving the requested extended DHCPACK, the Network Bootstrap Program is uploaded into RAM and after it is verified or if verification is not required, the NBP will be executed. It has access to the APIs of the PXE firmware extension (Pre-boot, UDP, TFTP, Universal Network Device Interface (UNDI)). Its functions or tasks are not described in the PXE specification.
The PXE Client/Server Protocol was designed so:
- it can be used in the same network as an existing DHCP environment without interference
- it can be integrated completely into standard DHCP services
- it can be easily extended at the most important points without a call for papers
- every service (DHCP, Proxy DHCP, Boot Server) can be implemented standalone or in any combination of them.
The design goal of utilizing existing DHCP and TFTP servers cannot be achieved in a strictly conforming implementation. Some aspects of the PXE protocol require that the DHCP and TFTP servers be modified and communicate. One specific example is using multicast, where DHCP packets provide the multicast group information rather than an opening RFC-2090 multicast TFTP exchange. The impact of this is minimal as the most common PXE client implementation (written by Intel and provided at no cost as a linkable IA32 binary module) interoperates with a combination of isolated DHCP and unicast TFTP servers.
PXE was designed to be applicable to many system architectures. The 2.1 version of the specification assigns architecture identifiers to six system types, including IA-64 and DEC Alpha. However, the specification only completely covers IA-32. Intel included PXE in the EFI for IA-64, creating a de facto standard with the implementation.
Additionally, the PXE firmware extension was designed as an Option ROM for the IA-32 BIOS, so a personal computer (PC) can be made PXE-capable by installing a network interface controller (NIC) that provides a PXE Option ROM. This procedure also applies to the newer AMD64 processor standard for PC.
Besides proprietary PXE boot images, alternative open source implementations are also available, including gPXE, iPXE and PXELINUX. They can be either chainloaded from proprietary PXE implementations, or burned into EPROMs of network adapters as a complete replacement.
- Bootstrap Protocol (BOOTP) – superseded by DHCP
- Cobbler (software) – Linux provisioning server
- Diskless nodes – diskless computers
- Dnsmasq – contains PXE implementation for small-scale networks
- El Torito (CD-ROM standard) – booting from a CD-ROM
- iPXE – open source PXE implementation with additional protocols
- NetBoot – Apple network boot
- Remote Initial Program Load (RIPL or RPL)
- System Deployment Image (SDI) – primarily with Microsoft products
- Unified Extensible Firmware Interface – UEFI network booting
- Wake-on-LAN (WOL)
- Windows Deployment Services – PXE-based deployment for Microsoft Windows
- "Preboot Execution Environment (PXE) Specification - Version 2.1" (PDF). Intel Corporation. 1999-09-20. Retrieved 2014-02-08.
- "Boot Integrity Services Application Programming Interface" (PDF). Retrieved 2009-02-18.
- "about — Etherboot/gPXE Wiki".
- "iPXE: open source network boot firmware". ipxe.org. Retrieved 2013-10-01.
- "PXELINUX: A bootloader for Linux using the PXE network booting protocol". uni-hamburg.de. 2008. Retrieved 2013-12-25.
- "Chainloading iPXE". ipxe.org. Retrieved 2013-10-01.
- "Burning iPXE into ROM". ipxe.org. Retrieved 2013-10-01.
- PXE specification – The Preboot Execution Environment specification v2.1 published by Intel & SystemSoft
- BIS specification – The Boot Integrity Services specification v1.0 published by Intel
- Remote Boot Protocol Draft – draft of the PXE Client/Server Protocol included in the PXE specification
- The fundamentals of network booting, Understanding how it all fits together
- PXE error codes – A catalogue of PXE error codes