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Diffstat (limited to 'Documentation/filesystems/aufs')
-rw-r--r-- | Documentation/filesystems/aufs/README | 383 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/01intro.txt | 170 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/02struct.txt | 258 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/03atomic_open.txt | 85 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/03lookup.txt | 113 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/04branch.txt | 74 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/05wbr_policy.txt | 64 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/06fhsm.txt | 120 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/06mmap.txt | 72 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/06xattr.txt | 96 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/07export.txt | 58 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/08shwh.txt | 52 | ||||
-rw-r--r-- | Documentation/filesystems/aufs/design/10dynop.txt | 47 |
13 files changed, 1592 insertions, 0 deletions
diff --git a/Documentation/filesystems/aufs/README b/Documentation/filesystems/aufs/README new file mode 100644 index 000000000..2915102e0 --- /dev/null +++ b/Documentation/filesystems/aufs/README @@ -0,0 +1,383 @@ + +Aufs4 -- advanced multi layered unification filesystem version 4.x +http://aufs.sf.net +Junjiro R. Okajima + + +0. Introduction +---------------------------------------- +In the early days, aufs was entirely re-designed and re-implemented +Unionfs Version 1.x series. Adding many original ideas, approaches, +improvements and implementations, it becomes totally different from +Unionfs while keeping the basic features. +Recently, Unionfs Version 2.x series begin taking some of the same +approaches to aufs1's. +Unionfs is being developed by Professor Erez Zadok at Stony Brook +University and his team. + +Aufs4 supports linux-4.0 and later, and for linux-3.x series try aufs3. +If you want older kernel version support, try aufs2-2.6.git or +aufs2-standalone.git repository, aufs1 from CVS on SourceForge. + +Note: it becomes clear that "Aufs was rejected. Let's give it up." + According to Christoph Hellwig, linux rejects all union-type + filesystems but UnionMount. +<http://marc.info/?l=linux-kernel&m=123938533724484&w=2> + +PS. Al Viro seems have a plan to merge aufs as well as overlayfs and + UnionMount, and he pointed out an issue around a directory mutex + lock and aufs addressed it. But it is still unsure whether aufs will + be merged (or any other union solution). +<http://marc.info/?l=linux-kernel&m=136312705029295&w=1> + + +1. Features +---------------------------------------- +- unite several directories into a single virtual filesystem. The member + directory is called as a branch. +- you can specify the permission flags to the branch, which are 'readonly', + 'readwrite' and 'whiteout-able.' +- by upper writable branch, internal copyup and whiteout, files/dirs on + readonly branch are modifiable logically. +- dynamic branch manipulation, add, del. +- etc... + +Also there are many enhancements in aufs, such as: +- test only the highest one for the directory permission (dirperm1) +- copyup on open (coo=) +- 'move' policy for copy-up between two writable branches, after + checking free space. +- xattr, acl +- readdir(3) in userspace. +- keep inode number by external inode number table +- keep the timestamps of file/dir in internal copyup operation +- seekable directory, supporting NFS readdir. +- whiteout is hardlinked in order to reduce the consumption of inodes + on branch +- do not copyup, nor create a whiteout when it is unnecessary +- revert a single systemcall when an error occurs in aufs +- remount interface instead of ioctl +- maintain /etc/mtab by an external command, /sbin/mount.aufs. +- loopback mounted filesystem as a branch +- kernel thread for removing the dir who has a plenty of whiteouts +- support copyup sparse file (a file which has a 'hole' in it) +- default permission flags for branches +- selectable permission flags for ro branch, whether whiteout can + exist or not +- export via NFS. +- support <sysfs>/fs/aufs and <debugfs>/aufs. +- support multiple writable branches, some policies to select one + among multiple writable branches. +- a new semantics for link(2) and rename(2) to support multiple + writable branches. +- no glibc changes are required. +- pseudo hardlink (hardlink over branches) +- allow a direct access manually to a file on branch, e.g. bypassing aufs. + including NFS or remote filesystem branch. +- userspace wrapper for pathconf(3)/fpathconf(3) with _PC_LINK_MAX. +- and more... + +Currently these features are dropped temporary from aufs4. +See design/08plan.txt in detail. +- nested mount, i.e. aufs as readonly no-whiteout branch of another aufs + (robr) +- statistics of aufs thread (/sys/fs/aufs/stat) + +Features or just an idea in the future (see also design/*.txt), +- reorder the branch index without del/re-add. +- permanent xino files for NFSD +- an option for refreshing the opened files after add/del branches +- light version, without branch manipulation. (unnecessary?) +- copyup in userspace +- inotify in userspace +- readv/writev + + +2. Download +---------------------------------------- +There are three GIT trees for aufs4, aufs4-linux.git, +aufs4-standalone.git, and aufs-util.git. Note that there is no "4" in +"aufs-util.git." +While the aufs-util is always necessary, you need either of aufs4-linux +or aufs4-standalone. + +The aufs4-linux tree includes the whole linux mainline GIT tree, +git://git.kernel.org/.../torvalds/linux.git. +And you cannot select CONFIG_AUFS_FS=m for this version, eg. you cannot +build aufs4 as an external kernel module. +Several extra patches are not included in this tree. Only +aufs4-standalone tree contains them. They are describe in the later +section "Configuration and Compilation." + +On the other hand, the aufs4-standalone tree has only aufs source files +and necessary patches, and you can select CONFIG_AUFS_FS=m. +But you need to apply all aufs patches manually. + +You will find GIT branches whose name is in form of "aufs4.x" where "x" +represents the linux kernel version, "linux-4.x". For instance, +"aufs4.0" is for linux-4.0. For latest "linux-4.x-rcN", use +"aufs4.x-rcN" branch. + +o aufs4-linux tree +$ git clone --reference /your/linux/git/tree \ + git://github.com/sfjro/aufs4-linux.git aufs4-linux.git +- if you don't have linux GIT tree, then remove "--reference ..." +$ cd aufs4-linux.git +$ git checkout origin/aufs4.0 + +Or You may want to directly git-pull aufs into your linux GIT tree, and +leave the patch-work to GIT. +$ cd /your/linux/git/tree +$ git remote add aufs4 git://github.com/sfjro/aufs4-linux.git +$ git fetch aufs4 +$ git checkout -b my4.0 v4.0 +$ (add your local change...) +$ git pull aufs4 aufs4.0 +- now you have v4.0 + your_changes + aufs4.0 in you my4.0 branch. +- you may need to solve some conflicts between your_changes and + aufs4.0. in this case, git-rerere is recommended so that you can + solve the similar conflicts automatically when you upgrade to 4.1 or + later in the future. + +o aufs4-standalone tree +$ git clone git://github.com/sfjro/aufs4-standalone.git aufs4-standalone.git +$ cd aufs4-standalone.git +$ git checkout origin/aufs4.0 + +o aufs-util tree +$ git clone git://git.code.sf.net/p/aufs/aufs-util aufs-util.git +- note that the public aufs-util.git is on SourceForge instead of + GitHUB. +$ cd aufs-util.git +$ git checkout origin/aufs4.0 + +Note: The 4.x-rcN branch is to be used with `rc' kernel versions ONLY. +The minor version number, 'x' in '4.x', of aufs may not always +follow the minor version number of the kernel. +Because changes in the kernel that cause the use of a new +minor version number do not always require changes to aufs-util. + +Since aufs-util has its own minor version number, you may not be +able to find a GIT branch in aufs-util for your kernel's +exact minor version number. +In this case, you should git-checkout the branch for the +nearest lower number. + +For (an unreleased) example: +If you are using "linux-4.10" and the "aufs4.10" branch +does not exist in aufs-util repository, then "aufs4.9", "aufs4.8" +or something numerically smaller is the branch for your kernel. + +Also you can view all branches by + $ git branch -a + + +3. Configuration and Compilation +---------------------------------------- +Make sure you have git-checkout'ed the correct branch. + +For aufs4-linux tree, +- enable CONFIG_AUFS_FS. +- set other aufs configurations if necessary. + +For aufs4-standalone tree, +There are several ways to build. + +1. +- apply ./aufs4-kbuild.patch to your kernel source files. +- apply ./aufs4-base.patch too. +- apply ./aufs4-mmap.patch too. +- apply ./aufs4-standalone.patch too, if you have a plan to set + CONFIG_AUFS_FS=m. otherwise you don't need ./aufs4-standalone.patch. +- copy ./{Documentation,fs,include/uapi/linux/aufs_type.h} files to your + kernel source tree. Never copy $PWD/include/uapi/linux/Kbuild. +- enable CONFIG_AUFS_FS, you can select either + =m or =y. +- and build your kernel as usual. +- install the built kernel. + Note: Since linux-3.9, every filesystem module requires an alias + "fs-<fsname>". You should make sure that "fs-aufs" is listed in your + modules.aliases file if you set CONFIG_AUFS_FS=m. +- install the header files too by "make headers_install" to the + directory where you specify. By default, it is $PWD/usr. + "make help" shows a brief note for headers_install. +- and reboot your system. + +2. +- module only (CONFIG_AUFS_FS=m). +- apply ./aufs4-base.patch to your kernel source files. +- apply ./aufs4-mmap.patch too. +- apply ./aufs4-standalone.patch too. +- build your kernel, don't forget "make headers_install", and reboot. +- edit ./config.mk and set other aufs configurations if necessary. + Note: You should read $PWD/fs/aufs/Kconfig carefully which describes + every aufs configurations. +- build the module by simple "make". + Note: Since linux-3.9, every filesystem module requires an alias + "fs-<fsname>". You should make sure that "fs-aufs" is listed in your + modules.aliases file. +- you can specify ${KDIR} make variable which points to your kernel + source tree. +- install the files + + run "make install" to install the aufs module, or copy the built + $PWD/aufs.ko to /lib/modules/... and run depmod -a (or reboot simply). + + run "make install_headers" (instead of headers_install) to install + the modified aufs header file (you can specify DESTDIR which is + available in aufs standalone version's Makefile only), or copy + $PWD/usr/include/linux/aufs_type.h to /usr/include/linux or wherever + you like manually. By default, the target directory is $PWD/usr. +- no need to apply aufs4-kbuild.patch, nor copying source files to your + kernel source tree. + +Note: The header file aufs_type.h is necessary to build aufs-util + as well as "make headers_install" in the kernel source tree. + headers_install is subject to be forgotten, but it is essentially + necessary, not only for building aufs-util. + You may not meet problems without headers_install in some older + version though. + +And then, +- read README in aufs-util, build and install it +- note that your distribution may contain an obsoleted version of + aufs_type.h in /usr/include/linux or something. When you build aufs + utilities, make sure that your compiler refers the correct aufs header + file which is built by "make headers_install." +- if you want to use readdir(3) in userspace or pathconf(3) wrapper, + then run "make install_ulib" too. And refer to the aufs manual in + detail. + +There several other patches in aufs4-standalone.git. They are all +optional. When you meet some problems, they will help you. +- aufs4-loopback.patch + Supports a nested loopback mount in a branch-fs. This patch is + unnecessary until aufs produces a message like "you may want to try + another patch for loopback file". +- vfs-ino.patch + Modifies a system global kernel internal function get_next_ino() in + order to stop assigning 0 for an inode-number. Not directly related to + aufs, but recommended generally. +- tmpfs-idr.patch + Keeps the tmpfs inode number as the lowest value. Effective to reduce + the size of aufs XINO files for tmpfs branch. Also it prevents the + duplication of inode number, which is important for backup tools and + other utilities. When you find aufs XINO files for tmpfs branch + growing too much, try this patch. + + +4. Usage +---------------------------------------- +At first, make sure aufs-util are installed, and please read the aufs +manual, aufs.5 in aufs-util.git tree. +$ man -l aufs.5 + +And then, +$ mkdir /tmp/rw /tmp/aufs +# mount -t aufs -o br=/tmp/rw:${HOME} none /tmp/aufs + +Here is another example. The result is equivalent. +# mount -t aufs -o br=/tmp/rw=rw:${HOME}=ro none /tmp/aufs + Or +# mount -t aufs -o br:/tmp/rw none /tmp/aufs +# mount -o remount,append:${HOME} /tmp/aufs + +Then, you can see whole tree of your home dir through /tmp/aufs. If +you modify a file under /tmp/aufs, the one on your home directory is +not affected, instead the same named file will be newly created under +/tmp/rw. And all of your modification to a file will be applied to +the one under /tmp/rw. This is called the file based Copy on Write +(COW) method. +Aufs mount options are described in aufs.5. +If you run chroot or something and make your aufs as a root directory, +then you need to customize the shutdown script. See the aufs manual in +detail. + +Additionally, there are some sample usages of aufs which are a +diskless system with network booting, and LiveCD over NFS. +See sample dir in CVS tree on SourceForge. + + +5. Contact +---------------------------------------- +When you have any problems or strange behaviour in aufs, please let me +know with: +- /proc/mounts (instead of the output of mount(8)) +- /sys/module/aufs/* +- /sys/fs/aufs/* (if you have them) +- /debug/aufs/* (if you have them) +- linux kernel version + if your kernel is not plain, for example modified by distributor, + the url where i can download its source is necessary too. +- aufs version which was printed at loading the module or booting the + system, instead of the date you downloaded. +- configuration (define/undefine CONFIG_AUFS_xxx) +- kernel configuration or /proc/config.gz (if you have it) +- behaviour which you think to be incorrect +- actual operation, reproducible one is better +- mailto: aufs-users at lists.sourceforge.net + +Usually, I don't watch the Public Areas(Bugs, Support Requests, Patches, +and Feature Requests) on SourceForge. Please join and write to +aufs-users ML. + + +6. Acknowledgements +---------------------------------------- +Thanks to everyone who have tried and are using aufs, whoever +have reported a bug or any feedback. + +Especially donators: +Tomas Matejicek(slax.org) made a donation (much more than once). + Since Apr 2010, Tomas M (the author of Slax and Linux Live + scripts) is making "doubling" donations. + Unfortunately I cannot list all of the donators, but I really + appreciate. + It ends Aug 2010, but the ordinary donation URL is still available. + <http://sourceforge.net/donate/index.php?group_id=167503> +Dai Itasaka made a donation (2007/8). +Chuck Smith made a donation (2008/4, 10 and 12). +Henk Schoneveld made a donation (2008/9). +Chih-Wei Huang, ASUS, CTC donated Eee PC 4G (2008/10). +Francois Dupoux made a donation (2008/11). +Bruno Cesar Ribas and Luis Carlos Erpen de Bona, C3SL serves public + aufs2 GIT tree (2009/2). +William Grant made a donation (2009/3). +Patrick Lane made a donation (2009/4). +The Mail Archive (mail-archive.com) made donations (2009/5). +Nippy Networks (Ed Wildgoose) made a donation (2009/7). +New Dream Network, LLC (www.dreamhost.com) made a donation (2009/11). +Pavel Pronskiy made a donation (2011/2). +Iridium and Inmarsat satellite phone retailer (www.mailasail.com), Nippy + Networks (Ed Wildgoose) made a donation for hardware (2011/3). +Max Lekomcev (DOM-TV project) made a donation (2011/7, 12, 2012/3, 6 and +11). +Sam Liddicott made a donation (2011/9). +Era Scarecrow made a donation (2013/4). +Bor Ratajc made a donation (2013/4). +Alessandro Gorreta made a donation (2013/4). +POIRETTE Marc made a donation (2013/4). +Alessandro Gorreta made a donation (2013/4). +lauri kasvandik made a donation (2013/5). +"pemasu from Finland" made a donation (2013/7). +The Parted Magic Project made a donation (2013/9 and 11). +Pavel Barta made a donation (2013/10). +Nikolay Pertsev made a donation (2014/5). +James B made a donation (2014/7 and 2015/7). +Stefano Di Biase made a donation (2014/8). +Daniel Epellei made a donation (2015/1). + +Thank you very much. +Donations are always, including future donations, very important and +helpful for me to keep on developing aufs. + + +7. +---------------------------------------- +If you are an experienced user, no explanation is needed. Aufs is +just a linux filesystem. + + +Enjoy! + +# Local variables: ; +# mode: text; +# End: ; diff --git a/Documentation/filesystems/aufs/design/01intro.txt b/Documentation/filesystems/aufs/design/01intro.txt new file mode 100644 index 000000000..a0194fe21 --- /dev/null +++ b/Documentation/filesystems/aufs/design/01intro.txt @@ -0,0 +1,170 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Introduction +---------------------------------------- + +aufs [ei ju: ef es] | [a u f s] +1. abbrev. for "advanced multi-layered unification filesystem". +2. abbrev. for "another unionfs". +3. abbrev. for "auf das" in German which means "on the" in English. + Ex. "Butter aufs Brot"(G) means "butter onto bread"(E). + But "Filesystem aufs Filesystem" is hard to understand. + +AUFS is a filesystem with features: +- multi layered stackable unification filesystem, the member directory + is called as a branch. +- branch permission and attribute, 'readonly', 'real-readonly', + 'readwrite', 'whiteout-able', 'link-able whiteout', etc. and their + combination. +- internal "file copy-on-write". +- logical deletion, whiteout. +- dynamic branch manipulation, adding, deleting and changing permission. +- allow bypassing aufs, user's direct branch access. +- external inode number translation table and bitmap which maintains the + persistent aufs inode number. +- seekable directory, including NFS readdir. +- file mapping, mmap and sharing pages. +- pseudo-link, hardlink over branches. +- loopback mounted filesystem as a branch. +- several policies to select one among multiple writable branches. +- revert a single systemcall when an error occurs in aufs. +- and more... + + +Multi Layered Stackable Unification Filesystem +---------------------------------------------------------------------- +Most people already knows what it is. +It is a filesystem which unifies several directories and provides a +merged single directory. When users access a file, the access will be +passed/re-directed/converted (sorry, I am not sure which English word is +correct) to the real file on the member filesystem. The member +filesystem is called 'lower filesystem' or 'branch' and has a mode +'readonly' and 'readwrite.' And the deletion for a file on the lower +readonly branch is handled by creating 'whiteout' on the upper writable +branch. + +On LKML, there have been discussions about UnionMount (Jan Blunck, +Bharata B Rao and Valerie Aurora) and Unionfs (Erez Zadok). They took +different approaches to implement the merged-view. +The former tries putting it into VFS, and the latter implements as a +separate filesystem. +(If I misunderstand about these implementations, please let me know and +I shall correct it. Because it is a long time ago when I read their +source files last time). + +UnionMount's approach will be able to small, but may be hard to share +branches between several UnionMount since the whiteout in it is +implemented in the inode on branch filesystem and always +shared. According to Bharata's post, readdir does not seems to be +finished yet. +There are several missing features known in this implementations such as +- for users, the inode number may change silently. eg. copy-up. +- link(2) may break by copy-up. +- read(2) may get an obsoleted filedata (fstat(2) too). +- fcntl(F_SETLK) may be broken by copy-up. +- unnecessary copy-up may happen, for example mmap(MAP_PRIVATE) after + open(O_RDWR). + +In linux-3.18, "overlay" filesystem (formerly known as "overlayfs") was +merged into mainline. This is another implementation of UnionMount as a +separated filesystem. All the limitations and known problems which +UnionMount are equally inherited to "overlay" filesystem. + +Unionfs has a longer history. When I started implementing a stackable +filesystem (Aug 2005), it already existed. It has virtual super_block, +inode, dentry and file objects and they have an array pointing lower +same kind objects. After contributing many patches for Unionfs, I +re-started my project AUFS (Jun 2006). + +In AUFS, the structure of filesystem resembles to Unionfs, but I +implemented my own ideas, approaches and enhancements and it became +totally different one. + +Comparing DM snapshot and fs based implementation +- the number of bytes to be copied between devices is much smaller. +- the type of filesystem must be one and only. +- the fs must be writable, no readonly fs, even for the lower original + device. so the compression fs will not be usable. but if we use + loopback mount, we may address this issue. + for instance, + mount /cdrom/squashfs.img /sq + losetup /sq/ext2.img + losetup /somewhere/cow + dmsetup "snapshot /dev/loop0 /dev/loop1 ..." +- it will be difficult (or needs more operations) to extract the + difference between the original device and COW. +- DM snapshot-merge may help a lot when users try merging. in the + fs-layer union, users will use rsync(1). + +You may want to read my old paper "Filesystems in LiveCD" +(http://aufs.sourceforge.net/aufs2/report/sq/sq.pdf). + + +Several characters/aspects/persona of aufs +---------------------------------------------------------------------- + +Aufs has several characters, aspects or persona. +1. a filesystem, callee of VFS helper +2. sub-VFS, caller of VFS helper for branches +3. a virtual filesystem which maintains persistent inode number +4. reader/writer of files on branches such like an application + +1. Callee of VFS Helper +As an ordinary linux filesystem, aufs is a callee of VFS. For instance, +unlink(2) from an application reaches sys_unlink() kernel function and +then vfs_unlink() is called. vfs_unlink() is one of VFS helper and it +calls filesystem specific unlink operation. Actually aufs implements the +unlink operation but it behaves like a redirector. + +2. Caller of VFS Helper for Branches +aufs_unlink() passes the unlink request to the branch filesystem as if +it were called from VFS. So the called unlink operation of the branch +filesystem acts as usual. As a caller of VFS helper, aufs should handle +every necessary pre/post operation for the branch filesystem. +- acquire the lock for the parent dir on a branch +- lookup in a branch +- revalidate dentry on a branch +- mnt_want_write() for a branch +- vfs_unlink() for a branch +- mnt_drop_write() for a branch +- release the lock on a branch + +3. Persistent Inode Number +One of the most important issue for a filesystem is to maintain inode +numbers. This is particularly important to support exporting a +filesystem via NFS. Aufs is a virtual filesystem which doesn't have a +backend block device for its own. But some storage is necessary to +keep and maintain the inode numbers. It may be a large space and may not +suit to keep in memory. Aufs rents some space from its first writable +branch filesystem (by default) and creates file(s) on it. These files +are created by aufs internally and removed soon (currently) keeping +opened. +Note: Because these files are removed, they are totally gone after + unmounting aufs. It means the inode numbers are not persistent + across unmount or reboot. I have a plan to make them really + persistent which will be important for aufs on NFS server. + +4. Read/Write Files Internally (copy-on-write) +Because a branch can be readonly, when you write a file on it, aufs will +"copy-up" it to the upper writable branch internally. And then write the +originally requested thing to the file. Generally kernel doesn't +open/read/write file actively. In aufs, even a single write may cause a +internal "file copy". This behaviour is very similar to cp(1) command. + +Some people may think it is better to pass such work to user space +helper, instead of doing in kernel space. Actually I am still thinking +about it. But currently I have implemented it in kernel space. diff --git a/Documentation/filesystems/aufs/design/02struct.txt b/Documentation/filesystems/aufs/design/02struct.txt new file mode 100644 index 000000000..b53a9778b --- /dev/null +++ b/Documentation/filesystems/aufs/design/02struct.txt @@ -0,0 +1,258 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Basic Aufs Internal Structure + +Superblock/Inode/Dentry/File Objects +---------------------------------------------------------------------- +As like an ordinary filesystem, aufs has its own +superblock/inode/dentry/file objects. All these objects have a +dynamically allocated array and store the same kind of pointers to the +lower filesystem, branch. +For example, when you build a union with one readwrite branch and one +readonly, mounted /au, /rw and /ro respectively. +- /au = /rw + /ro +- /ro/fileA exists but /rw/fileA + +Aufs lookup operation finds /ro/fileA and gets dentry for that. These +pointers are stored in a aufs dentry. The array in aufs dentry will be, +- [0] = NULL (because /rw/fileA doesn't exist) +- [1] = /ro/fileA + +This style of an array is essentially same to the aufs +superblock/inode/dentry/file objects. + +Because aufs supports manipulating branches, ie. add/delete/change +branches dynamically, these objects has its own generation. When +branches are changed, the generation in aufs superblock is +incremented. And a generation in other object are compared when it is +accessed. When a generation in other objects are obsoleted, aufs +refreshes the internal array. + + +Superblock +---------------------------------------------------------------------- +Additionally aufs superblock has some data for policies to select one +among multiple writable branches, XIB files, pseudo-links and kobject. +See below in detail. +About the policies which supports copy-down a directory, see +wbr_policy.txt too. + + +Branch and XINO(External Inode Number Translation Table) +---------------------------------------------------------------------- +Every branch has its own xino (external inode number translation table) +file. The xino file is created and unlinked by aufs internally. When two +members of a union exist on the same filesystem, they share the single +xino file. +The struct of a xino file is simple, just a sequence of aufs inode +numbers which is indexed by the lower inode number. +In the above sample, assume the inode number of /ro/fileA is i111 and +aufs assigns the inode number i999 for fileA. Then aufs writes 999 as +4(8) bytes at 111 * 4(8) bytes offset in the xino file. + +When the inode numbers are not contiguous, the xino file will be sparse +which has a hole in it and doesn't consume as much disk space as it +might appear. If your branch filesystem consumes disk space for such +holes, then you should specify 'xino=' option at mounting aufs. + +Aufs has a mount option to free the disk blocks for such holes in XINO +files on tmpfs or ramdisk. But it is not so effective actually. If you +meet a problem of disk shortage due to XINO files, then you should try +"tmpfs-ino.patch" (and "vfs-ino.patch" too) in aufs4-standalone.git. +The patch localizes the assignment inumbers per tmpfs-mount and avoid +the holes in XINO files. + +Also a writable branch has three kinds of "whiteout bases". All these +are existed when the branch is joined to aufs, and their names are +whiteout-ed doubly, so that users will never see their names in aufs +hierarchy. +1. a regular file which will be hardlinked to all whiteouts. +2. a directory to store a pseudo-link. +3. a directory to store an "orphan"-ed file temporary. + +1. Whiteout Base + When you remove a file on a readonly branch, aufs handles it as a + logical deletion and creates a whiteout on the upper writable branch + as a hardlink of this file in order not to consume inode on the + writable branch. +2. Pseudo-link Dir + See below, Pseudo-link. +3. Step-Parent Dir + When "fileC" exists on the lower readonly branch only and it is + opened and removed with its parent dir, and then user writes + something into it, then aufs copies-up fileC to this + directory. Because there is no other dir to store fileC. After + creating a file under this dir, the file is unlinked. + +Because aufs supports manipulating branches, ie. add/delete/change +dynamically, a branch has its own id. When the branch order changes, +aufs finds the new index by searching the branch id. + + +Pseudo-link +---------------------------------------------------------------------- +Assume "fileA" exists on the lower readonly branch only and it is +hardlinked to "fileB" on the branch. When you write something to fileA, +aufs copies-up it to the upper writable branch. Additionally aufs +creates a hardlink under the Pseudo-link Directory of the writable +branch. The inode of a pseudo-link is kept in aufs super_block as a +simple list. If fileB is read after unlinking fileA, aufs returns +filedata from the pseudo-link instead of the lower readonly +branch. Because the pseudo-link is based upon the inode, to keep the +inode number by xino (see above) is essentially necessary. + +All the hardlinks under the Pseudo-link Directory of the writable branch +should be restored in a proper location later. Aufs provides a utility +to do this. The userspace helpers executed at remounting and unmounting +aufs by default. +During this utility is running, it puts aufs into the pseudo-link +maintenance mode. In this mode, only the process which began the +maintenance mode (and its child processes) is allowed to operate in +aufs. Some other processes which are not related to the pseudo-link will +be allowed to run too, but the rest have to return an error or wait +until the maintenance mode ends. If a process already acquires an inode +mutex (in VFS), it has to return an error. + + +XIB(external inode number bitmap) +---------------------------------------------------------------------- +Addition to the xino file per a branch, aufs has an external inode number +bitmap in a superblock object. It is also an internal file such like a +xino file. +It is a simple bitmap to mark whether the aufs inode number is in-use or +not. +To reduce the file I/O, aufs prepares a single memory page to cache xib. + +As well as XINO files, aufs has a feature to truncate/refresh XIB to +reduce the number of consumed disk blocks for these files. + + +Virtual or Vertical Dir, and Readdir in Userspace +---------------------------------------------------------------------- +In order to support multiple layers (branches), aufs readdir operation +constructs a virtual dir block on memory. For readdir, aufs calls +vfs_readdir() internally for each dir on branches, merges their entries +with eliminating the whiteout-ed ones, and sets it to file (dir) +object. So the file object has its entry list until it is closed. The +entry list will be updated when the file position is zero and becomes +obsoleted. This decision is made in aufs automatically. + +The dynamically allocated memory block for the name of entries has a +unit of 512 bytes (by default) and stores the names contiguously (no +padding). Another block for each entry is handled by kmem_cache too. +During building dir blocks, aufs creates hash list and judging whether +the entry is whiteouted by its upper branch or already listed. +The merged result is cached in the corresponding inode object and +maintained by a customizable life-time option. + +Some people may call it can be a security hole or invite DoS attack +since the opened and once readdir-ed dir (file object) holds its entry +list and becomes a pressure for system memory. But I'd say it is similar +to files under /proc or /sys. The virtual files in them also holds a +memory page (generally) while they are opened. When an idea to reduce +memory for them is introduced, it will be applied to aufs too. +For those who really hate this situation, I've developed readdir(3) +library which operates this merging in userspace. You just need to set +LD_PRELOAD environment variable, and aufs will not consume no memory in +kernel space for readdir(3). + + +Workqueue +---------------------------------------------------------------------- +Aufs sometimes requires privilege access to a branch. For instance, +in copy-up/down operation. When a user process is going to make changes +to a file which exists in the lower readonly branch only, and the mode +of one of ancestor directories may not be writable by a user +process. Here aufs copy-up the file with its ancestors and they may +require privilege to set its owner/group/mode/etc. +This is a typical case of a application character of aufs (see +Introduction). + +Aufs uses workqueue synchronously for this case. It creates its own +workqueue. The workqueue is a kernel thread and has privilege. Aufs +passes the request to call mkdir or write (for example), and wait for +its completion. This approach solves a problem of a signal handler +simply. +If aufs didn't adopt the workqueue and changed the privilege of the +process, then the process may receive the unexpected SIGXFSZ or other +signals. + +Also aufs uses the system global workqueue ("events" kernel thread) too +for asynchronous tasks, such like handling inotify/fsnotify, re-creating a +whiteout base and etc. This is unrelated to a privilege. +Most of aufs operation tries acquiring a rw_semaphore for aufs +superblock at the beginning, at the same time waits for the completion +of all queued asynchronous tasks. + + +Whiteout +---------------------------------------------------------------------- +The whiteout in aufs is very similar to Unionfs's. That is represented +by its filename. UnionMount takes an approach of a file mode, but I am +afraid several utilities (find(1) or something) will have to support it. + +Basically the whiteout represents "logical deletion" which stops aufs to +lookup further, but also it represents "dir is opaque" which also stop +further lookup. + +In aufs, rmdir(2) and rename(2) for dir uses whiteout alternatively. +In order to make several functions in a single systemcall to be +revertible, aufs adopts an approach to rename a directory to a temporary +unique whiteouted name. +For example, in rename(2) dir where the target dir already existed, aufs +renames the target dir to a temporary unique whiteouted name before the +actual rename on a branch, and then handles other actions (make it opaque, +update the attributes, etc). If an error happens in these actions, aufs +simply renames the whiteouted name back and returns an error. If all are +succeeded, aufs registers a function to remove the whiteouted unique +temporary name completely and asynchronously to the system global +workqueue. + + +Copy-up +---------------------------------------------------------------------- +It is a well-known feature or concept. +When user modifies a file on a readonly branch, aufs operate "copy-up" +internally and makes change to the new file on the upper writable branch. +When the trigger systemcall does not update the timestamps of the parent +dir, aufs reverts it after copy-up. + + +Move-down (aufs3.9 and later) +---------------------------------------------------------------------- +"Copy-up" is one of the essential feature in aufs. It copies a file from +the lower readonly branch to the upper writable branch when a user +changes something about the file. +"Move-down" is an opposite action of copy-up. Basically this action is +ran manually instead of automatically and internally. +For desgin and implementation, aufs has to consider these issues. +- whiteout for the file may exist on the lower branch. +- ancestor directories may not exist on the lower branch. +- diropq for the ancestor directories may exist on the upper branch. +- free space on the lower branch will reduce. +- another access to the file may happen during moving-down, including + UDBA (see "Revalidate Dentry and UDBA"). +- the file should not be hard-linked nor pseudo-linked. they should be + handled by auplink utility later. + +Sometimes users want to move-down a file from the upper writable branch +to the lower readonly or writable branch. For instance, +- the free space of the upper writable branch is going to run out. +- create a new intermediate branch between the upper and lower branch. +- etc. + +For this purpose, use "aumvdown" command in aufs-util.git. diff --git a/Documentation/filesystems/aufs/design/03atomic_open.txt b/Documentation/filesystems/aufs/design/03atomic_open.txt new file mode 100644 index 000000000..974b524f7 --- /dev/null +++ b/Documentation/filesystems/aufs/design/03atomic_open.txt @@ -0,0 +1,85 @@ + +# Copyright (C) 2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Support for a branch who has its ->atomic_open() +---------------------------------------------------------------------- +The filesystems who implement its ->atomic_open() are not majority. For +example NFSv4 does, and aufs should call NFSv4 ->atomic_open, +particularly for open(O_CREAT|O_EXCL, 0400) case. Other than +->atomic_open(), NFSv4 returns an error for this open(2). While I am not +sure whether all filesystems who have ->atomic_open() behave like this, +but NFSv4 surely returns the error. + +In order to support ->atomic_open() for aufs, there are a few +approaches. + +A. Introduce aufs_atomic_open() + - calls one of VFS:do_last(), lookup_open() or atomic_open() for + branch fs. +B. Introduce aufs_atomic_open() calling create, open and chmod. this is + an aufs user Pip Cet's approach + - calls aufs_create(), VFS finish_open() and notify_change(). + - pass fake-mode to finish_open(), and then correct the mode by + notify_change(). +C. Extend aufs_open() to call branch fs's ->atomic_open() + - no aufs_atomic_open(). + - aufs_lookup() registers the TID to an aufs internal object. + - aufs_create() does nothing when the matching TID is registered, but + registers the mode. + - aufs_open() calls branch fs's ->atomic_open() when the matching + TID is registered. +D. Extend aufs_open() to re-try branch fs's ->open() with superuser's + credential + - no aufs_atomic_open(). + - aufs_create() registers the TID to an internal object. this info + represents "this process created this file just now." + - when aufs gets EACCES from branch fs's ->open(), then confirm the + registered TID and re-try open() with superuser's credential. + +Pros and cons for each approach. + +A. + - straightforward but highly depends upon VFS internal. + - the atomic behavaiour is kept. + - some of parameters such as nameidata are hard to reproduce for + branch fs. + - large overhead. +B. + - easy to implement. + - the atomic behavaiour is lost. +C. + - the atomic behavaiour is kept. + - dirty and tricky. + - VFS checks whether the file is created correctly after calling + ->create(), which means this approach doesn't work. +D. + - easy to implement. + - the atomic behavaiour is lost. + - to open a file with superuser's credential and give it to a user + process is a bad idea, since the file object keeps the credential + in it. It may affect LSM or something. This approach doesn't work + either. + +The approach A is ideal, but it hard to implement. So here is a +variation of A, which is to be implemented. + +A-1. Introduce aufs_atomic_open() + - calls branch fs ->atomic_open() if exists. otherwise calls + vfs_create() and finish_open(). + - the demerit is that the several checks after branch fs + ->atomic_open() are lost. in the ordinary case, the checks are + done by VFS:do_last(), lookup_open() and atomic_open(). some can + be implemented in aufs, but not all I am afraid. diff --git a/Documentation/filesystems/aufs/design/03lookup.txt b/Documentation/filesystems/aufs/design/03lookup.txt new file mode 100644 index 000000000..3515c9228 --- /dev/null +++ b/Documentation/filesystems/aufs/design/03lookup.txt @@ -0,0 +1,113 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Lookup in a Branch +---------------------------------------------------------------------- +Since aufs has a character of sub-VFS (see Introduction), it operates +lookup for branches as VFS does. It may be a heavy work. But almost all +lookup operation in aufs is the simplest case, ie. lookup only an entry +directly connected to its parent. Digging down the directory hierarchy +is unnecessary. VFS has a function lookup_one_len() for that use, and +aufs calls it. + +When a branch is a remote filesystem, aufs basically relies upon its +->d_revalidate(), also aufs forces the hardest revalidate tests for +them. +For d_revalidate, aufs implements three levels of revalidate tests. See +"Revalidate Dentry and UDBA" in detail. + + +Test Only the Highest One for the Directory Permission (dirperm1 option) +---------------------------------------------------------------------- +Let's try case study. +- aufs has two branches, upper readwrite and lower readonly. + /au = /rw + /ro +- "dirA" exists under /ro, but /rw. and its mode is 0700. +- user invoked "chmod a+rx /au/dirA" +- the internal copy-up is activated and "/rw/dirA" is created and its + permission bits are set to world readable. +- then "/au/dirA" becomes world readable? + +In this case, /ro/dirA is still 0700 since it exists in readonly branch, +or it may be a natively readonly filesystem. If aufs respects the lower +branch, it should not respond readdir request from other users. But user +allowed it by chmod. Should really aufs rejects showing the entries +under /ro/dirA? + +To be honest, I don't have a good solution for this case. So aufs +implements 'dirperm1' and 'nodirperm1' mount options, and leave it to +users. +When dirperm1 is specified, aufs checks only the highest one for the +directory permission, and shows the entries. Otherwise, as usual, checks +every dir existing on all branches and rejects the request. + +As a side effect, dirperm1 option improves the performance of aufs +because the number of permission check is reduced when the number of +branch is many. + + +Revalidate Dentry and UDBA (User's Direct Branch Access) +---------------------------------------------------------------------- +Generally VFS helpers re-validate a dentry as a part of lookup. +0. digging down the directory hierarchy. +1. lock the parent dir by its i_mutex. +2. lookup the final (child) entry. +3. revalidate it. +4. call the actual operation (create, unlink, etc.) +5. unlock the parent dir + +If the filesystem implements its ->d_revalidate() (step 3), then it is +called. Actually aufs implements it and checks the dentry on a branch is +still valid. +But it is not enough. Because aufs has to release the lock for the +parent dir on a branch at the end of ->lookup() (step 2) and +->d_revalidate() (step 3) while the i_mutex of the aufs dir is still +held by VFS. +If the file on a branch is changed directly, eg. bypassing aufs, after +aufs released the lock, then the subsequent operation may cause +something unpleasant result. + +This situation is a result of VFS architecture, ->lookup() and +->d_revalidate() is separated. But I never say it is wrong. It is a good +design from VFS's point of view. It is just not suitable for sub-VFS +character in aufs. + +Aufs supports such case by three level of revalidation which is +selectable by user. +1. Simple Revalidate + Addition to the native flow in VFS's, confirm the child-parent + relationship on the branch just after locking the parent dir on the + branch in the "actual operation" (step 4). When this validation + fails, aufs returns EBUSY. ->d_revalidate() (step 3) in aufs still + checks the validation of the dentry on branches. +2. Monitor Changes Internally by Inotify/Fsnotify + Addition to above, in the "actual operation" (step 4) aufs re-lookup + the dentry on the branch, and returns EBUSY if it finds different + dentry. + Additionally, aufs sets the inotify/fsnotify watch for every dir on branches + during it is in cache. When the event is notified, aufs registers a + function to kernel 'events' thread by schedule_work(). And the + function sets some special status to the cached aufs dentry and inode + private data. If they are not cached, then aufs has nothing to + do. When the same file is accessed through aufs (step 0-3) later, + aufs will detect the status and refresh all necessary data. + In this mode, aufs has to ignore the event which is fired by aufs + itself. +3. No Extra Validation + This is the simplest test and doesn't add any additional revalidation + test, and skip the revalidation in step 4. It is useful and improves + aufs performance when system surely hide the aufs branches from user, + by over-mounting something (or another method). diff --git a/Documentation/filesystems/aufs/design/04branch.txt b/Documentation/filesystems/aufs/design/04branch.txt new file mode 100644 index 000000000..940216e0d --- /dev/null +++ b/Documentation/filesystems/aufs/design/04branch.txt @@ -0,0 +1,74 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Branch Manipulation + +Since aufs supports dynamic branch manipulation, ie. add/remove a branch +and changing its permission/attribute, there are a lot of works to do. + + +Add a Branch +---------------------------------------------------------------------- +o Confirm the adding dir exists outside of aufs, including loopback + mount, and its various attributes. +o Initialize the xino file and whiteout bases if necessary. + See struct.txt. + +o Check the owner/group/mode of the directory + When the owner/group/mode of the adding directory differs from the + existing branch, aufs issues a warning because it may impose a + security risk. + For example, when a upper writable branch has a world writable empty + top directory, a malicious user can create any files on the writable + branch directly, like copy-up and modify manually. If something like + /etc/{passwd,shadow} exists on the lower readonly branch but the upper + writable branch, and the writable branch is world-writable, then a + malicious guy may create /etc/passwd on the writable branch directly + and the infected file will be valid in aufs. + I am afraid it can be a security issue, but aufs can do nothing except + producing a warning. + + +Delete a Branch +---------------------------------------------------------------------- +o Confirm the deleting branch is not busy + To be general, there is one merit to adopt "remount" interface to + manipulate branches. It is to discard caches. At deleting a branch, + aufs checks the still cached (and connected) dentries and inodes. If + there are any, then they are all in-use. An inode without its + corresponding dentry can be alive alone (for example, inotify/fsnotify case). + + For the cached one, aufs checks whether the same named entry exists on + other branches. + If the cached one is a directory, because aufs provides a merged view + to users, as long as one dir is left on any branch aufs can show the + dir to users. In this case, the branch can be removed from aufs. + Otherwise aufs rejects deleting the branch. + + If any file on the deleting branch is opened by aufs, then aufs + rejects deleting. + + +Modify the Permission of a Branch +---------------------------------------------------------------------- +o Re-initialize or remove the xino file and whiteout bases if necessary. + See struct.txt. + +o rw --> ro: Confirm the modifying branch is not busy + Aufs rejects the request if any of these conditions are true. + - a file on the branch is mmap-ed. + - a regular file on the branch is opened for write and there is no + same named entry on the upper branch. diff --git a/Documentation/filesystems/aufs/design/05wbr_policy.txt b/Documentation/filesystems/aufs/design/05wbr_policy.txt new file mode 100644 index 000000000..aeb108734 --- /dev/null +++ b/Documentation/filesystems/aufs/design/05wbr_policy.txt @@ -0,0 +1,64 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Policies to Select One among Multiple Writable Branches +---------------------------------------------------------------------- +When the number of writable branch is more than one, aufs has to decide +the target branch for file creation or copy-up. By default, the highest +writable branch which has the parent (or ancestor) dir of the target +file is chosen (top-down-parent policy). +By user's request, aufs implements some other policies to select the +writable branch, for file creation several policies, round-robin, +most-free-space, and other policies. For copy-up, top-down-parent, +bottom-up-parent, bottom-up and others. + +As expected, the round-robin policy selects the branch in circular. When +you have two writable branches and creates 10 new files, 5 files will be +created for each branch. mkdir(2) systemcall is an exception. When you +create 10 new directories, all will be created on the same branch. +And the most-free-space policy selects the one which has most free +space among the writable branches. The amount of free space will be +checked by aufs internally, and users can specify its time interval. + +The policies for copy-up is more simple, +top-down-parent is equivalent to the same named on in create policy, +bottom-up-parent selects the writable branch where the parent dir +exists and the nearest upper one from the copyup-source, +bottom-up selects the nearest upper writable branch from the +copyup-source, regardless the existence of the parent dir. + +There are some rules or exceptions to apply these policies. +- If there is a readonly branch above the policy-selected branch and + the parent dir is marked as opaque (a variation of whiteout), or the + target (creating) file is whiteout-ed on the upper readonly branch, + then the result of the policy is ignored and the target file will be + created on the nearest upper writable branch than the readonly branch. +- If there is a writable branch above the policy-selected branch and + the parent dir is marked as opaque or the target file is whiteouted + on the branch, then the result of the policy is ignored and the target + file will be created on the highest one among the upper writable + branches who has diropq or whiteout. In case of whiteout, aufs removes + it as usual. +- link(2) and rename(2) systemcalls are exceptions in every policy. + They try selecting the branch where the source exists as possible + since copyup a large file will take long time. If it can't be, + ie. the branch where the source exists is readonly, then they will + follow the copyup policy. +- There is an exception for rename(2) when the target exists. + If the rename target exists, aufs compares the index of the branches + where the source and the target exists and selects the higher + one. If the selected branch is readonly, then aufs follows the + copyup policy. diff --git a/Documentation/filesystems/aufs/design/06fhsm.txt b/Documentation/filesystems/aufs/design/06fhsm.txt new file mode 100644 index 000000000..5928ed219 --- /dev/null +++ b/Documentation/filesystems/aufs/design/06fhsm.txt @@ -0,0 +1,120 @@ + +# Copyright (C) 2011-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program; if not, write to the Free Software +# Foundation, Inc., 51 Franklin St, Fifth Floor, Boston, MA 02110-1301 USA + + +File-based Hierarchical Storage Management (FHSM) +---------------------------------------------------------------------- +Hierarchical Storage Management (or HSM) is a well-known feature in the +storage world. Aufs provides this feature as file-based with multiple +writable branches, based upon the principle of "Colder, the Lower". +Here the word "colder" means that the less used files, and "lower" means +that the position in the order of the stacked branches vertically. +These multiple writable branches are prioritized, ie. the topmost one +should be the fastest drive and be used heavily. + +o Characters in aufs FHSM story +- aufs itself and a new branch attribute. +- a new ioctl interface to move-down and to establish a connection with + the daemon ("move-down" is a converse of "copy-up"). +- userspace tool and daemon. + +The userspace daemon establishes a connection with aufs and waits for +the notification. The notified information is very similar to struct +statfs containing the number of consumed blocks and inodes. +When the consumed blocks/inodes of a branch exceeds the user-specified +upper watermark, the daemon activates its move-down process until the +consumed blocks/inodes reaches the user-specified lower watermark. + +The actual move-down is done by aufs based upon the request from +user-space since we need to maintain the inode number and the internal +pointer arrays in aufs. + +Currently aufs FHSM handles the regular files only. Additionally they +must not be hard-linked nor pseudo-linked. + + +o Cowork of aufs and the user-space daemon + During the userspace daemon established the connection, aufs sends a + small notification to it whenever aufs writes something into the + writable branch. But it may cost high since aufs issues statfs(2) + internally. So user can specify a new option to cache the + info. Actually the notification is controlled by these factors. + + the specified cache time. + + classified as "force" by aufs internally. + Until the specified time expires, aufs doesn't send the info + except the forced cases. When aufs decide forcing, the info is always + notified to userspace. + For example, the number of free inodes is generally large enough and + the shortage of it happens rarely. So aufs doesn't force the + notification when creating a new file, directory and others. This is + the typical case which aufs doesn't force. + When aufs writes the actual filedata and the files consumes any of new + blocks, the aufs forces notifying. + + +o Interfaces in aufs +- New branch attribute. + + fhsm + Specifies that the branch is managed by FHSM feature. In other word, + participant in the FHSM. + When nofhsm is set to the branch, it will not be the source/target + branch of the move-down operation. This attribute is set + independently from coo and moo attributes, and if you want full + FHSM, you should specify them as well. +- New mount option. + + fhsm_sec + Specifies a second to suppress many less important info to be + notified. +- New ioctl. + + AUFS_CTL_FHSM_FD + create a new file descriptor which userspace can read the notification + (a subset of struct statfs) from aufs. +- Module parameter 'brs' + It has to be set to 1. Otherwise the new mount option 'fhsm' will not + be set. +- mount helpers /sbin/mount.aufs and /sbin/umount.aufs + When there are two or more branches with fhsm attributes, + /sbin/mount.aufs invokes the user-space daemon and /sbin/umount.aufs + terminates it. As a result of remounting and branch-manipulation, the + number of branches with fhsm attribute can be one. In this case, + /sbin/mount.aufs will terminate the user-space daemon. + + +Finally the operation is done as these steps in kernel-space. +- make sure that, + + no one else is using the file. + + the file is not hard-linked. + + the file is not pseudo-linked. + + the file is a regular file. + + the parent dir is not opaqued. +- find the target writable branch. +- make sure the file is not whiteout-ed by the upper (than the target) + branch. +- make the parent dir on the target branch. +- mutex lock the inode on the branch. +- unlink the whiteout on the target branch (if exists). +- lookup and create the whiteout-ed temporary name on the target branch. +- copy the file as the whiteout-ed temporary name on the target branch. +- rename the whiteout-ed temporary name to the original name. +- unlink the file on the source branch. +- maintain the internal pointer array and the external inode number + table (XINO). +- maintain the timestamps and other attributes of the parent dir and the + file. + +And of course, in every step, an error may happen. So the operation +should restore the original file state after an error happens. diff --git a/Documentation/filesystems/aufs/design/06mmap.txt b/Documentation/filesystems/aufs/design/06mmap.txt new file mode 100644 index 000000000..a42364eee --- /dev/null +++ b/Documentation/filesystems/aufs/design/06mmap.txt @@ -0,0 +1,72 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +mmap(2) -- File Memory Mapping +---------------------------------------------------------------------- +In aufs, the file-mapped pages are handled by a branch fs directly, no +interaction with aufs. It means aufs_mmap() calls the branch fs's +->mmap(). +This approach is simple and good, but there is one problem. +Under /proc, several entries show the mmapped files by its path (with +device and inode number), and the printed path will be the path on the +branch fs's instead of virtual aufs's. +This is not a problem in most cases, but some utilities lsof(1) (and its +user) may expect the path on aufs. + +To address this issue, aufs adds a new member called vm_prfile in struct +vm_area_struct (and struct vm_region). The original vm_file points to +the file on the branch fs in order to handle everything correctly as +usual. The new vm_prfile points to a virtual file in aufs, and the +show-functions in procfs refers to vm_prfile if it is set. +Also we need to maintain several other places where touching vm_file +such like +- fork()/clone() copies vma and the reference count of vm_file is + incremented. +- merging vma maintains the ref count too. + +This is not a good approach. It just fakes the printed path. But it +leaves all behaviour around f_mapping unchanged. This is surely an +advantage. +Actually aufs had adopted another complicated approach which calls +generic_file_mmap() and handles struct vm_operations_struct. In this +approach, aufs met a hard problem and I could not solve it without +switching the approach. + +There may be one more another approach which is +- bind-mount the branch-root onto the aufs-root internally +- grab the new vfsmount (ie. struct mount) +- lazy-umount the branch-root internally +- in open(2) the aufs-file, open the branch-file with the hidden + vfsmount (instead of the original branch's vfsmount) +- ideally this "bind-mount and lazy-umount" should be done atomically, + but it may be possible from userspace by the mount helper. + +Adding the internal hidden vfsmount and using it in opening a file, the +file path under /proc will be printed correctly. This approach looks +smarter, but is not possible I am afraid. +- aufs-root may be bind-mount later. when it happens, another hidden + vfsmount will be required. +- it is hard to get the chance to bind-mount and lazy-umount + + in kernel-space, FS can have vfsmount in open(2) via + file->f_path, and aufs can know its vfsmount. But several locks are + already acquired, and if aufs tries to bind-mount and lazy-umount + here, then it may cause a deadlock. + + in user-space, bind-mount doesn't invoke the mount helper. +- since /proc shows dev and ino, aufs has to give vma these info. it + means a new member vm_prinode will be necessary. this is essentially + equivalent to vm_prfile described above. + +I have to give up this "looks-smater" approach. diff --git a/Documentation/filesystems/aufs/design/06xattr.txt b/Documentation/filesystems/aufs/design/06xattr.txt new file mode 100644 index 000000000..8aad929b8 --- /dev/null +++ b/Documentation/filesystems/aufs/design/06xattr.txt @@ -0,0 +1,96 @@ + +# Copyright (C) 2014-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program; if not, write to the Free Software +# Foundation, Inc., 51 Franklin St, Fifth Floor, Boston, MA 02110-1301 USA + + +Listing XATTR/EA and getting the value +---------------------------------------------------------------------- +For the inode standard attributes (owner, group, timestamps, etc.), aufs +shows the values from the topmost existing file. This behaviour is good +for the non-dir entries since the bahaviour exactly matches the shown +information. But for the directories, aufs considers all the same named +entries on the lower branches. Which means, if one of the lower entry +rejects readdir call, then aufs returns an error even if the topmost +entry allows it. This behaviour is necessary to respect the branch fs's +security, but can make users confused since the user-visible standard +attributes don't match the behaviour. +To address this issue, aufs has a mount option called dirperm1 which +checks the permission for the topmost entry only, and ignores the lower +entry's permission. + +A similar issue can happen around XATTR. +getxattr(2) and listxattr(2) families behave as if dirperm1 option is +always set. Otherwise these very unpleasant situation would happen. +- listxattr(2) may return the duplicated entries. +- users may not be able to remove or reset the XATTR forever, + + +XATTR/EA support in the internal (copy,move)-(up,down) +---------------------------------------------------------------------- +Generally the extended attributes of inode are categorized as these. +- "security" for LSM and capability. +- "system" for posix ACL, 'acl' mount option is required for the branch + fs generally. +- "trusted" for userspace, CAP_SYS_ADMIN is required. +- "user" for userspace, 'user_xattr' mount option is required for the + branch fs generally. + +Moreover there are some other categories. Aufs handles these rather +unpopular categories as the ordinary ones, ie. there is no special +condition nor exception. + +In copy-up, the support for XATTR on the dst branch may differ from the +src branch. In this case, the copy-up operation will get an error and +the original user operation which triggered the copy-up will fail. It +can happen that even all copy-up will fail. +When both of src and dst branches support XATTR and if an error occurs +during copying XATTR, then the copy-up should fail obviously. That is a +good reason and aufs should return an error to userspace. But when only +the src branch support that XATTR, aufs should not return an error. +For example, the src branch supports ACL but the dst branch doesn't +because the dst branch may natively un-support it or temporary +un-support it due to "noacl" mount option. Of course, the dst branch fs +may NOT return an error even if the XATTR is not supported. It is +totally up to the branch fs. + +Anyway when the aufs internal copy-up gets an error from the dst branch +fs, then aufs tries removing the just copied entry and returns the error +to the userspace. The worst case of this situation will be all copy-up +will fail. + +For the copy-up operation, there two basic approaches. +- copy the specified XATTR only (by category above), and return the + error unconditionally if it happens. +- copy all XATTR, and ignore the error on the specified category only. + +In order to support XATTR and to implement the correct behaviour, aufs +chooses the latter approach and introduces some new branch attributes, +"icexsec", "icexsys", "icextr", "icexusr", and "icexoth". +They correspond to the XATTR namespaces (see above). Additionally, to be +convenient, "icex" is also provided which means all "icex*" attributes +are set (here the word "icex" stands for "ignore copy-error on XATTR"). + +The meaning of these attributes is to ignore the error from setting +XATTR on that branch. +Note that aufs tries copying all XATTR unconditionally, and ignores the +error from the dst branch according to the specified attributes. + +Some XATTR may have its default value. The default value may come from +the parent dir or the environment. If the default value is set at the +file creating-time, it will be overwritten by copy-up. +Some contradiction may happen I am afraid. +Do we need another attribute to stop copying XATTR? I am unsure. For +now, aufs implements the branch attributes to ignore the error. diff --git a/Documentation/filesystems/aufs/design/07export.txt b/Documentation/filesystems/aufs/design/07export.txt new file mode 100644 index 000000000..b25dd950c --- /dev/null +++ b/Documentation/filesystems/aufs/design/07export.txt @@ -0,0 +1,58 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Export Aufs via NFS +---------------------------------------------------------------------- +Here is an approach. +- like xino/xib, add a new file 'xigen' which stores aufs inode + generation. +- iget_locked(): initialize aufs inode generation for a new inode, and + store it in xigen file. +- destroy_inode(): increment aufs inode generation and store it in xigen + file. it is necessary even if it is not unlinked, because any data of + inode may be changed by UDBA. +- encode_fh(): for a root dir, simply return FILEID_ROOT. otherwise + build file handle by + + branch id (4 bytes) + + superblock generation (4 bytes) + + inode number (4 or 8 bytes) + + parent dir inode number (4 or 8 bytes) + + inode generation (4 bytes)) + + return value of exportfs_encode_fh() for the parent on a branch (4 + bytes) + + file handle for a branch (by exportfs_encode_fh()) +- fh_to_dentry(): + + find the index of a branch from its id in handle, and check it is + still exist in aufs. + + 1st level: get the inode number from handle and search it in cache. + + 2nd level: if not found in cache, get the parent inode number from + the handle and search it in cache. and then open the found parent + dir, find the matching inode number by vfs_readdir() and get its + name, and call lookup_one_len() for the target dentry. + + 3rd level: if the parent dir is not cached, call + exportfs_decode_fh() for a branch and get the parent on a branch, + build a pathname of it, convert it a pathname in aufs, call + path_lookup(). now aufs gets a parent dir dentry, then handle it as + the 2nd level. + + to open the dir, aufs needs struct vfsmount. aufs keeps vfsmount + for every branch, but not itself. to get this, (currently) aufs + searches in current->nsproxy->mnt_ns list. it may not be a good + idea, but I didn't get other approach. + + test the generation of the gotten inode. +- every inode operation: they may get EBUSY due to UDBA. in this case, + convert it into ESTALE for NFSD. +- readdir(): call lockdep_on/off() because filldir in NFSD calls + lookup_one_len(), vfs_getattr(), encode_fh() and others. diff --git a/Documentation/filesystems/aufs/design/08shwh.txt b/Documentation/filesystems/aufs/design/08shwh.txt new file mode 100644 index 000000000..a97a7987b --- /dev/null +++ b/Documentation/filesystems/aufs/design/08shwh.txt @@ -0,0 +1,52 @@ + +# Copyright (C) 2005-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Show Whiteout Mode (shwh) +---------------------------------------------------------------------- +Generally aufs hides the name of whiteouts. But in some cases, to show +them is very useful for users. For instance, creating a new middle layer +(branch) by merging existing layers. + +(borrowing aufs1 HOW-TO from a user, Michael Towers) +When you have three branches, +- Bottom: 'system', squashfs (underlying base system), read-only +- Middle: 'mods', squashfs, read-only +- Top: 'overlay', ram (tmpfs), read-write + +The top layer is loaded at boot time and saved at shutdown, to preserve +the changes made to the system during the session. +When larger changes have been made, or smaller changes have accumulated, +the size of the saved top layer data grows. At this point, it would be +nice to be able to merge the two overlay branches ('mods' and 'overlay') +and rewrite the 'mods' squashfs, clearing the top layer and thus +restoring save and load speed. + +This merging is simplified by the use of another aufs mount, of just the +two overlay branches using the 'shwh' option. +# mount -t aufs -o ro,shwh,br:/livesys/overlay=ro+wh:/livesys/mods=rr+wh \ + aufs /livesys/merge_union + +A merged view of these two branches is then available at +/livesys/merge_union, and the new feature is that the whiteouts are +visible! +Note that in 'shwh' mode the aufs mount must be 'ro', which will disable +writing to all branches. Also the default mode for all branches is 'ro'. +It is now possible to save the combined contents of the two overlay +branches to a new squashfs, e.g.: +# mksquashfs /livesys/merge_union /path/to/newmods.squash + +This new squashfs archive can be stored on the boot device and the +initramfs will use it to replace the old one at the next boot. diff --git a/Documentation/filesystems/aufs/design/10dynop.txt b/Documentation/filesystems/aufs/design/10dynop.txt new file mode 100644 index 000000000..04c35f5ac --- /dev/null +++ b/Documentation/filesystems/aufs/design/10dynop.txt @@ -0,0 +1,47 @@ + +# Copyright (C) 2010-2015 Junjiro R. Okajima +# +# This program is free software; you can redistribute it and/or modify +# it under the terms of the GNU General Public License as published by +# the Free Software Foundation; either version 2 of the License, or +# (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU General Public License for more details. +# +# You should have received a copy of the GNU General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. + +Dynamically customizable FS operations +---------------------------------------------------------------------- +Generally FS operations (struct inode_operations, struct +address_space_operations, struct file_operations, etc.) are defined as +"static const", but it never means that FS have only one set of +operation. Some FS have multiple sets of them. For instance, ext2 has +three sets, one for XIP, for NOBH, and for normal. +Since aufs overrides and redirects these operations, sometimes aufs has +to change its behaviour according to the branch FS type. More importantly +VFS acts differently if a function (member in the struct) is set or +not. It means aufs should have several sets of operations and select one +among them according to the branch FS definition. + +In order to solve this problem and not to affect the behaviour of VFS, +aufs defines these operations dynamically. For instance, aufs defines +dummy direct_IO function for struct address_space_operations, but it may +not be set to the address_space_operations actually. When the branch FS +doesn't have it, aufs doesn't set it to its address_space_operations +while the function definition itself is still alive. So the behaviour +itself will not change, and it will return an error when direct_IO is +not set. + +The lifetime of these dynamically generated operation object is +maintained by aufs branch object. When the branch is removed from aufs, +the reference counter of the object is decremented. When it reaches +zero, the dynamically generated operation object will be freed. + +This approach is designed to support AIO (io_submit), Direct I/O and +XIP (DAX) mainly. +Currently this approach is applied to address_space_operations for +regular files only. |