Custom Embedded Linux Distributions

Michael J. Hammel — Thu, 01 Feb 2018 15:55:42 +0000

The proliferation of inexpensive IoT boards means the time has come to gain control not only of applications but also the entire software platform. So, how do you build a custom distribution with cross-compiled applications targeted for a specific purpose? As Michael J. Hammel explains here, it's not as hard as you might think.

Why Go Custom?

In the past, many embedded projects used off-the-shelf distributions and stripped them down to bare essentials for a number of reasons. First, removing unused packages reduced storage requirements. Embedded systems are typically shy of large amounts of storage at boot time, and the storage available, in non-volatile memory, can require copying large amounts of the OS to memory to run. Second, removing unused packages reduced possible attack vectors. There is no sense hanging on to potentially vulnerable packages if you don't need them. Finally, removing unused packages reduced distribution management overhead. Having dependencies between packages means keeping them in sync if any one package requires an update from the upstream distribution. That can be a validation nightmare.

Yet, starting with an existing distribution and removing packages isn't as easy as it sounds. Removing one package might break dependencies held by a variety of other packages, and dependencies can change in the upstream distribution management. Additionally, some packages simply cannot be removed without great pain due to their integrated nature within the boot or runtime process. All of this takes control of the platform outside the project and can lead to unexpected delays in development.

A popular alternative is to build a custom distribution using build tools available from an upstream distribution provider. Both Gentoo and Debian provide options for this type of bottom-up build. The most popular of these is probably the Debian debootstrap utility. It retrieves prebuilt core components and allows users to cherry-pick the packages of interest in building their platforms. But, debootstrap originally was only for x86 platforms. Although there are ARM (and possibly other) options now, debootstrap and Gentoo's catalyst still take dependency management away from the local project.

Some people will argue that letting someone else manage the platform software (like Android) is much easier than doing it yourself. But, those distributions are general-purpose, and when you're sitting on a lightweight, resource-limited IoT device, you may think twice about any any advantage that is taken out of your hands.

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Custom Embedded Linux Distributions

Why Go Custom?