| ========= |
| Livepatch |
| ========= |
| |
| This document outlines basic information about kernel livepatching. |
| |
| .. Table of Contents: |
| |
| .. contents:: :local: |
| |
| |
| 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, acquire 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 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. Sending a fake signal |
| to all remaining blocking tasks is a better alternative. 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. The fake |
| signal is automatically sent every 15 seconds. |
| |
| 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.rst 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. |
| |
| |
| 5. Livepatch life-cycle |
| ======================= |
| |
| Livepatching can be described by five basic operations: |
| loading, enabling, replacing, disabling, removing. |
| |
| Where the replacing and the disabling operations are mutually |
| exclusive. They have the same result for the given patch but |
| not for the system. |
| |
| |
| 5.1. Loading |
| ------------ |
| |
| The only reasonable way is to enable the patch when the livepatch kernel |
| module is being loaded. For this, klp_enable_patch() has to be called |
| in the module_init() callback. There are two main reasons: |
| |
| First, only the module has an easy access to the related struct klp_patch. |
| |
| Second, the error code might be used to refuse loading the module when |
| the patch cannot get enabled. |
| |
| |
| 5.2. Enabling |
| ------------- |
| |
| The livepatch gets enabled by calling klp_enable_patch() from |
| the module_init() callback. The system will start using the new |
| implementation of the patched functions at this stage. |
| |
| First, 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 above |
| operation fails. |
| |
| Second, livepatch enters into a transition state where tasks are converging |
| to the patched state. 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\ [#]_. This stage is indicated by a value of '1' |
| in /sys/kernel/livepatch/<name>/transition. For more information about |
| this process, see the "Consistency model" section. |
| |
| Finally, once all tasks have been patched, the 'transition' value changes |
| to '0'. |
| |
| .. [#] |
| |
| Note that functions might be patched multiple times. The ftrace handler |
| is registered only once for a given function. Further patches just add |
| an entry to the list (see field `func_stack`) of the struct klp_ops. |
| The right implementation is selected by the ftrace handler, see |
| the "Consistency model" section. |
| |
| That said, it is highly recommended to use cumulative livepatches |
| because they help keeping the consistency of all changes. In this case, |
| functions might be patched two times only during the transition period. |
| |
| |
| 5.3. Replacing |
| -------------- |
| |
| All enabled patches might get replaced by a cumulative patch that |
| has the .replace flag set. |
| |
| Once the new patch is enabled and the 'transition' finishes then |
| all the functions (struct klp_func) associated with the replaced |
| patches are removed from the corresponding struct klp_ops. Also |
| the ftrace handler is unregistered and the struct klp_ops is |
| freed when the related function is not modified by the new patch |
| and func_stack list becomes empty. |
| |
| See Documentation/livepatch/cumulative-patches.rst for more details. |
| |
| |
| 5.4. Disabling |
| -------------- |
| |
| Enabled patches might get disabled by writing '0' to |
| /sys/kernel/livepatch/<name>/enabled. |
| |
| First, livepatch enters into a transition state where tasks are converging |
| to the unpatched state. The system starts using either the code from |
| the previously enabled patch or even the original one. This stage is |
| indicated by a value of '1' in /sys/kernel/livepatch/<name>/transition. |
| For more information about this process, see the "Consistency model" |
| section. |
| |
| Second, once all tasks have been unpatched, the 'transition' value changes |
| to '0'. 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. |
| |
| Third, the sysfs interface is destroyed. |
| |
| |
| 5.5. Removing |
| ------------- |
| |
| Module removal is only safe when there are no users of functions provided |
| by the module. This is the reason why the force feature permanently |
| disables the removal. Only 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. |
| |
| |
| 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>/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. |