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diff --git a/Documentation/livepatch/livepatch.txt b/Documentation/livepatch/livepatch.txt new file mode 100644 index 000000000..2d7ed09db --- /dev/null +++ b/Documentation/livepatch/livepatch.txt @@ -0,0 +1,467 @@ +========= +Livepatch +========= + +This document outlines basic information about kernel livepatching. + +Table of Contents: + +1. Motivation +2. Kprobes, Ftrace, Livepatching +3. Consistency model +4. Livepatch module + 4.1. New functions + 4.2. Metadata + 4.3. Livepatch module handling +5. Livepatch life-cycle + 5.1. Registration + 5.2. Enabling + 5.3. Disabling + 5.4. Unregistration +6. Sysfs +7. Limitations + + +1. Motivation +============= + +There are many situations where users are reluctant to reboot a system. It may +be because their system is performing complex scientific computations or under +heavy load during peak usage. In addition to keeping systems up and running, +users want to also have a stable and secure system. Livepatching gives users +both by allowing for function calls to be redirected; thus, fixing critical +functions without a system reboot. + + +2. Kprobes, Ftrace, Livepatching +================================ + +There are multiple mechanisms in the Linux kernel that are directly related +to redirection of code execution; namely: kernel probes, function tracing, +and livepatching: + + + The kernel probes are the most generic. The code can be redirected by + putting a breakpoint instruction instead of any instruction. + + + The function tracer calls the code from a predefined location that is + close to the function entry point. This location is generated by the + compiler using the '-pg' gcc option. + + + Livepatching typically needs to redirect the code at the very beginning + of the function entry before the function parameters or the stack + are in any way modified. + +All three approaches need to modify the existing code at runtime. Therefore +they need to be aware of each other and not step over each other's toes. +Most of these problems are solved by using the dynamic ftrace framework as +a base. A Kprobe is registered as a ftrace handler when the function entry +is probed, see CONFIG_KPROBES_ON_FTRACE. Also an alternative function from +a live patch is called with the help of a custom ftrace handler. But there are +some limitations, see below. + + +3. Consistency model +==================== + +Functions are there for a reason. They take some input parameters, get or +release locks, read, process, and even write some data in a defined way, +have return values. In other words, each function has a defined semantic. + +Many fixes do not change the semantic of the modified functions. For +example, they add a NULL pointer or a boundary check, fix a race by adding +a missing memory barrier, or add some locking around a critical section. +Most of these changes are self contained and the function presents itself +the same way to the rest of the system. In this case, the functions might +be updated independently one by one. + +But there are more complex fixes. For example, a patch might change +ordering of locking in multiple functions at the same time. Or a patch +might exchange meaning of some temporary structures and update +all the relevant functions. In this case, the affected unit +(thread, whole kernel) need to start using all new versions of +the functions at the same time. Also the switch must happen only +when it is safe to do so, e.g. when the affected locks are released +or no data are stored in the modified structures at the moment. + +The theory about how to apply functions a safe way is rather complex. +The aim is to define a so-called consistency model. It attempts to define +conditions when the new implementation could be used so that the system +stays consistent. + +Livepatch has a consistency model which is a hybrid of kGraft and +kpatch: it uses kGraft's per-task consistency and syscall barrier +switching combined with kpatch's stack trace switching. There are also +a number of fallback options which make it quite flexible. + +Patches are applied on a per-task basis, when the task is deemed safe to +switch over. When a patch is enabled, livepatch enters into a +transition state where tasks are converging to the patched state. +Usually this transition state can complete in a few seconds. The same +sequence occurs when a patch is disabled, except the tasks converge from +the patched state to the unpatched state. + +An interrupt handler inherits the patched state of the task it +interrupts. The same is true for forked tasks: the child inherits the +patched state of the parent. + +Livepatch uses several complementary approaches to determine when it's +safe to patch tasks: + +1. The first and most effective approach is stack checking of sleeping + tasks. If no affected functions are on the stack of a given task, + the task is patched. In most cases this will patch most or all of + the tasks on the first try. Otherwise it'll keep trying + periodically. This option is only available if the architecture has + reliable stacks (HAVE_RELIABLE_STACKTRACE). + +2. The second approach, if needed, is kernel exit switching. A + task is switched when it returns to user space from a system call, a + user space IRQ, or a signal. It's useful in the following cases: + + a) Patching I/O-bound user tasks which are sleeping on an affected + function. In this case you have to send SIGSTOP and SIGCONT to + force it to exit the kernel and be patched. + b) Patching CPU-bound user tasks. If the task is highly CPU-bound + then it will get patched the next time it gets interrupted by an + IRQ. + +3. For idle "swapper" tasks, since they don't ever exit the kernel, they + instead have a klp_update_patch_state() call in the idle loop which + allows them to be patched before the CPU enters the idle state. + + (Note there's not yet such an approach for kthreads.) + +Architectures which don't have HAVE_RELIABLE_STACKTRACE solely rely on +the second approach. It's highly likely that some tasks may still be +running with an old version of the function, until that function +returns. In this case you would have to signal the tasks. This +especially applies to kthreads. They may not be woken up and would need +to be forced. See below for more information. + +Unless we can come up with another way to patch kthreads, architectures +without HAVE_RELIABLE_STACKTRACE are not considered fully supported by +the kernel livepatching. + +The /sys/kernel/livepatch/<patch>/transition file shows whether a patch +is in transition. Only a single patch (the topmost patch on the stack) +can be in transition at a given time. A patch can remain in transition +indefinitely, if any of the tasks are stuck in the initial patch state. + +A transition can be reversed and effectively canceled by writing the +opposite value to the /sys/kernel/livepatch/<patch>/enabled file while +the transition is in progress. Then all the tasks will attempt to +converge back to the original patch state. + +There's also a /proc/<pid>/patch_state file which can be used to +determine which tasks are blocking completion of a patching operation. +If a patch is in transition, this file shows 0 to indicate the task is +unpatched and 1 to indicate it's patched. Otherwise, if no patch is in +transition, it shows -1. Any tasks which are blocking the transition +can be signaled with SIGSTOP and SIGCONT to force them to change their +patched state. This may be harmful to the system though. +/sys/kernel/livepatch/<patch>/signal attribute provides a better alternative. +Writing 1 to the attribute sends a fake signal to all remaining blocking +tasks. No proper signal is actually delivered (there is no data in signal +pending structures). Tasks are interrupted or woken up, and forced to change +their patched state. + +Administrator can also affect a transition through +/sys/kernel/livepatch/<patch>/force attribute. Writing 1 there clears +TIF_PATCH_PENDING flag of all tasks and thus forces the tasks to the patched +state. Important note! The force attribute is intended for cases when the +transition gets stuck for a long time because of a blocking task. Administrator +is expected to collect all necessary data (namely stack traces of such blocking +tasks) and request a clearance from a patch distributor to force the transition. +Unauthorized usage may cause harm to the system. It depends on the nature of the +patch, which functions are (un)patched, and which functions the blocking tasks +are sleeping in (/proc/<pid>/stack may help here). Removal (rmmod) of patch +modules is permanently disabled when the force feature is used. It cannot be +guaranteed there is no task sleeping in such module. It implies unbounded +reference count if a patch module is disabled and enabled in a loop. + +Moreover, the usage of force may also affect future applications of live +patches and cause even more harm to the system. Administrator should first +consider to simply cancel a transition (see above). If force is used, reboot +should be planned and no more live patches applied. + +3.1 Adding consistency model support to new architectures +--------------------------------------------------------- + +For adding consistency model support to new architectures, there are a +few options: + +1) Add CONFIG_HAVE_RELIABLE_STACKTRACE. This means porting objtool, and + for non-DWARF unwinders, also making sure there's a way for the stack + tracing code to detect interrupts on the stack. + +2) Alternatively, ensure that every kthread has a call to + klp_update_patch_state() in a safe location. Kthreads are typically + in an infinite loop which does some action repeatedly. The safe + location to switch the kthread's patch state would be at a designated + point in the loop where there are no locks taken and all data + structures are in a well-defined state. + + The location is clear when using workqueues or the kthread worker + API. These kthreads process independent actions in a generic loop. + + It's much more complicated with kthreads which have a custom loop. + There the safe location must be carefully selected on a case-by-case + basis. + + In that case, arches without HAVE_RELIABLE_STACKTRACE would still be + able to use the non-stack-checking parts of the consistency model: + + a) patching user tasks when they cross the kernel/user space + boundary; and + + b) patching kthreads and idle tasks at their designated patch points. + + This option isn't as good as option 1 because it requires signaling + user tasks and waking kthreads to patch them. But it could still be + a good backup option for those architectures which don't have + reliable stack traces yet. + + +4. Livepatch module +=================== + +Livepatches are distributed using kernel modules, see +samples/livepatch/livepatch-sample.c. + +The module includes a new implementation of functions that we want +to replace. In addition, it defines some structures describing the +relation between the original and the new implementation. Then there +is code that makes the kernel start using the new code when the livepatch +module is loaded. Also there is code that cleans up before the +livepatch module is removed. All this is explained in more details in +the next sections. + + +4.1. New functions +------------------ + +New versions of functions are typically just copied from the original +sources. A good practice is to add a prefix to the names so that they +can be distinguished from the original ones, e.g. in a backtrace. Also +they can be declared as static because they are not called directly +and do not need the global visibility. + +The patch contains only functions that are really modified. But they +might want to access functions or data from the original source file +that may only be locally accessible. This can be solved by a special +relocation section in the generated livepatch module, see +Documentation/livepatch/module-elf-format.txt for more details. + + +4.2. Metadata +------------- + +The patch is described by several structures that split the information +into three levels: + + + struct klp_func is defined for each patched function. It describes + the relation between the original and the new implementation of a + particular function. + + The structure includes the name, as a string, of the original function. + The function address is found via kallsyms at runtime. + + Then it includes the address of the new function. It is defined + directly by assigning the function pointer. Note that the new + function is typically defined in the same source file. + + As an optional parameter, the symbol position in the kallsyms database can + be used to disambiguate functions of the same name. This is not the + absolute position in the database, but rather the order it has been found + only for a particular object ( vmlinux or a kernel module ). Note that + kallsyms allows for searching symbols according to the object name. + + + struct klp_object defines an array of patched functions (struct + klp_func) in the same object. Where the object is either vmlinux + (NULL) or a module name. + + The structure helps to group and handle functions for each object + together. Note that patched modules might be loaded later than + the patch itself and the relevant functions might be patched + only when they are available. + + + + struct klp_patch defines an array of patched objects (struct + klp_object). + + This structure handles all patched functions consistently and eventually, + synchronously. The whole patch is applied only when all patched + symbols are found. The only exception are symbols from objects + (kernel modules) that have not been loaded yet. + + For more details on how the patch is applied on a per-task basis, + see the "Consistency model" section. + + +4.3. Livepatch module handling +------------------------------ + +The usual behavior is that the new functions will get used when +the livepatch module is loaded. For this, the module init() function +has to register the patch (struct klp_patch) and enable it. See the +section "Livepatch life-cycle" below for more details about these +two operations. + +Module removal is only safe when there are no users of the underlying +functions. This is the reason why the force feature permanently disables +the removal. The forced tasks entered the functions but we cannot say +that they returned back. Therefore it cannot be decided when the +livepatch module can be safely removed. When the system is successfully +transitioned to a new patch state (patched/unpatched) without being +forced it is guaranteed that no task sleeps or runs in the old code. + + +5. Livepatch life-cycle +======================= + +Livepatching defines four basic operations that define the life cycle of each +live patch: registration, enabling, disabling and unregistration. There are +several reasons why it is done this way. + +First, the patch is applied only when all patched symbols for already +loaded objects are found. The error handling is much easier if this +check is done before particular functions get redirected. + +Second, it might take some time until the entire system is migrated with +the hybrid consistency model being used. The patch revert might block +the livepatch module removal for too long. Therefore it is useful to +revert the patch using a separate operation that might be called +explicitly. But it does not make sense to remove all information until +the livepatch module is really removed. + + +5.1. Registration +----------------- + +Each patch first has to be registered using klp_register_patch(). This makes +the patch known to the livepatch framework. Also it does some preliminary +computing and checks. + +In particular, the patch is added into the list of known patches. The +addresses of the patched functions are found according to their names. +The special relocations, mentioned in the section "New functions", are +applied. The relevant entries are created under +/sys/kernel/livepatch/<name>. The patch is rejected when any operation +fails. + + +5.2. Enabling +------------- + +Registered patches might be enabled either by calling klp_enable_patch() or +by writing '1' to /sys/kernel/livepatch/<name>/enabled. The system will +start using the new implementation of the patched functions at this stage. + +When a patch is enabled, livepatch enters into a transition state where +tasks are converging to the patched state. This is indicated by a value +of '1' in /sys/kernel/livepatch/<name>/transition. Once all tasks have +been patched, the 'transition' value changes to '0'. For more +information about this process, see the "Consistency model" section. + +If an original function is patched for the first time, a function +specific struct klp_ops is created and an universal ftrace handler is +registered. + +Functions might be patched multiple times. The ftrace handler is registered +only once for the given function. Further patches just add an entry to the +list (see field `func_stack`) of the struct klp_ops. The last added +entry is chosen by the ftrace handler and becomes the active function +replacement. + +Note that the patches might be enabled in a different order than they were +registered. + + +5.3. Disabling +-------------- + +Enabled patches might get disabled either by calling klp_disable_patch() or +by writing '0' to /sys/kernel/livepatch/<name>/enabled. At this stage +either the code from the previously enabled patch or even the original +code gets used. + +When a patch is disabled, livepatch enters into a transition state where +tasks are converging to the unpatched state. This is indicated by a +value of '1' in /sys/kernel/livepatch/<name>/transition. Once all tasks +have been unpatched, the 'transition' value changes to '0'. For more +information about this process, see the "Consistency model" section. + +Here all the functions (struct klp_func) associated with the to-be-disabled +patch are removed from the corresponding struct klp_ops. The ftrace handler +is unregistered and the struct klp_ops is freed when the func_stack list +becomes empty. + +Patches must be disabled in exactly the reverse order in which they were +enabled. It makes the problem and the implementation much easier. + + +5.4. Unregistration +------------------- + +Disabled patches might be unregistered by calling klp_unregister_patch(). +This can be done only when the patch is disabled and the code is no longer +used. It must be called before the livepatch module gets unloaded. + +At this stage, all the relevant sys-fs entries are removed and the patch +is removed from the list of known patches. + + +6. Sysfs +======== + +Information about the registered patches can be found under +/sys/kernel/livepatch. The patches could be enabled and disabled +by writing there. + +/sys/kernel/livepatch/<patch>/signal and /sys/kernel/livepatch/<patch>/force +attributes allow administrator to affect a patching operation. + +See Documentation/ABI/testing/sysfs-kernel-livepatch for more details. + + +7. Limitations +============== + +The current Livepatch implementation has several limitations: + + + Only functions that can be traced could be patched. + + Livepatch is based on the dynamic ftrace. In particular, functions + implementing ftrace or the livepatch ftrace handler could not be + patched. Otherwise, the code would end up in an infinite loop. A + potential mistake is prevented by marking the problematic functions + by "notrace". + + + + + Livepatch works reliably only when the dynamic ftrace is located at + the very beginning of the function. + + The function need to be redirected before the stack or the function + parameters are modified in any way. For example, livepatch requires + using -fentry gcc compiler option on x86_64. + + One exception is the PPC port. It uses relative addressing and TOC. + Each function has to handle TOC and save LR before it could call + the ftrace handler. This operation has to be reverted on return. + Fortunately, the generic ftrace code has the same problem and all + this is handled on the ftrace level. + + + + Kretprobes using the ftrace framework conflict with the patched + functions. + + Both kretprobes and livepatches use a ftrace handler that modifies + the return address. The first user wins. Either the probe or the patch + is rejected when the handler is already in use by the other. + + + + Kprobes in the original function are ignored when the code is + redirected to the new implementation. + + There is a work in progress to add warnings about this situation. |