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Linux/Documentation/admin-guide/verify-bugs-and-bisect-regressions.rst

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  1 .. SPDX-License-Identifier: (GPL-2.0+ OR CC-BY-4.0)
  2 .. [see the bottom of this file for redistribution information]
  3 
  4 =========================================
  5 How to verify bugs and bisect regressions
  6 =========================================
  7 
  8 This document describes how to check if some Linux kernel problem occurs in code
  9 currently supported by developers -- to then explain how to locate the change
 10 causing the issue, if it is a regression (e.g. did not happen with earlier
 11 versions).
 12 
 13 The text aims at people running kernels from mainstream Linux distributions on
 14 commodity hardware who want to report a kernel bug to the upstream Linux
 15 developers. Despite this intent, the instructions work just as well for users
 16 who are already familiar with building their own kernels: they help avoid
 17 mistakes occasionally made even by experienced developers.
 18 
 19 ..
 20    Note: if you see this note, you are reading the text's source file. You
 21    might want to switch to a rendered version: it makes it a lot easier to
 22    read and navigate this document -- especially when you want to look something
 23    up in the reference section, then jump back to where you left off.
 24 ..
 25    Find the latest rendered version of this text here:
 26    https://docs.kernel.org/admin-guide/verify-bugs-and-bisect-regressions.html
 27 
 28 The essence of the process (aka 'TL;DR')
 29 ========================================
 30 
 31 *[If you are new to building or bisecting Linux, ignore this section and head
 32 over to the* ':ref:`step-by-step guide <introguide_bissbs>`' *below. It utilizes
 33 the same commands as this section while describing them in brief fashion. The
 34 steps are nevertheless easy to follow and together with accompanying entries
 35 in a reference section mention many alternatives, pitfalls, and additional
 36 aspects, all of which might be essential in your present case.]*
 37 
 38 **In case you want to check if a bug is present in code currently supported by
 39 developers**, execute just the *preparations* and *segment 1*; while doing so,
 40 consider the newest Linux kernel you regularly use to be the 'working' kernel.
 41 In the following example that's assumed to be 6.0, which is why its sources
 42 will be used to prepare the .config file.
 43 
 44 **In case you face a regression**, follow the steps at least till the end of
 45 *segment 2*. Then you can submit a preliminary report -- or continue with
 46 *segment 3*, which describes how to perform a bisection needed for a
 47 full-fledged regression report. In the following example 6.0.13 is assumed to be
 48 the 'working' kernel and 6.1.5 to be the first 'broken', which is why 6.0
 49 will be considered the 'good' release and used to prepare the .config file.
 50 
 51 * **Preparations**: set up everything to build your own kernels::
 52 
 53     # * Remove any software that depends on externally maintained kernel modules
 54     #   or builds any automatically during bootup.
 55     # * Ensure Secure Boot permits booting self-compiled Linux kernels.
 56     # * If you are not already running the 'working' kernel, reboot into it.
 57     # * Install compilers and everything else needed for building Linux.
 58     # * Ensure to have 15 Gigabyte free space in your home directory.
 59     git clone -o mainline --no-checkout \
 60       https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git ~/linux/
 61     cd ~/linux/
 62     git remote add -t master stable \
 63       https://git.kernel.org/pub/scm/linux/kernel/git/stable/linux.git
 64     git switch --detach v6.0
 65     # * Hint: if you used an existing clone, ensure no stale .config is around.
 66     make olddefconfig
 67     # * Ensure the former command picked the .config of the 'working' kernel.
 68     # * Connect external hardware (USB keys, tokens, ...), start a VM, bring up
 69     #   VPNs, mount network shares, and briefly try the feature that is broken.
 70     yes '' | make localmodconfig
 71     ./scripts/config --set-str CONFIG_LOCALVERSION '-local'
 72     ./scripts/config -e CONFIG_LOCALVERSION_AUTO
 73     # * Note, when short on storage space, check the guide for an alternative:
 74     ./scripts/config -d DEBUG_INFO_NONE -e KALLSYMS_ALL -e DEBUG_KERNEL \
 75       -e DEBUG_INFO -e DEBUG_INFO_DWARF_TOOLCHAIN_DEFAULT -e KALLSYMS
 76     # * Hint: at this point you might want to adjust the build configuration;
 77     #   you'll have to, if you are running Debian.
 78     make olddefconfig
 79     cp .config ~/kernel-config-working
 80 
 81 * **Segment 1**: build a kernel from the latest mainline codebase.
 82 
 83   This among others checks if the problem was fixed already and which developers
 84   later need to be told about the problem; in case of a regression, this rules
 85   out a .config change as root of the problem.
 86 
 87   a) Checking out latest mainline code::
 88 
 89        cd ~/linux/
 90        git switch --discard-changes --detach mainline/master
 91 
 92   b) Build, install, and boot a kernel::
 93 
 94        cp ~/kernel-config-working .config
 95        make olddefconfig
 96        make -j $(nproc --all)
 97        # * Make sure there is enough disk space to hold another kernel:
 98        df -h /boot/ /lib/modules/
 99        # * Note: on Arch Linux, its derivatives and a few other distributions
100        #   the following commands will do nothing at all or only part of the
101        #   job. See the step-by-step guide for further details.
102        sudo make modules_install
103        command -v installkernel && sudo make install
104        # * Check how much space your self-built kernel actually needs, which
105        #   enables you to make better estimates later:
106        du -ch /boot/*$(make -s kernelrelease)* | tail -n 1
107        du -sh /lib/modules/$(make -s kernelrelease)/
108        # * Hint: the output of the following command will help you pick the
109        #   right kernel from the boot menu:
110        make -s kernelrelease | tee -a ~/kernels-built
111        reboot
112        # * Once booted, ensure you are running the kernel you just built by
113        #   checking if the output of the next two commands matches:
114        tail -n 1 ~/kernels-built
115        uname -r
116        cat /proc/sys/kernel/tainted
117 
118   c) Check if the problem occurs with this kernel as well.
119 
120 * **Segment 2**: ensure the 'good' kernel is also a 'working' kernel.
121 
122   This among others verifies the trimmed .config file actually works well, as
123   bisecting with it otherwise would be a waste of time:
124 
125   a) Start by checking out the sources of the 'good' version::
126 
127        cd ~/linux/
128        git switch --discard-changes --detach v6.0
129 
130   b) Build, install, and boot a kernel as described earlier in *segment 1,
131      section b* -- just feel free to skip the 'du' commands, as you have a rough
132      estimate already.
133 
134   c) Ensure the feature that regressed with the 'broken' kernel actually works
135      with this one.
136 
137 * **Segment 3**: perform and validate the bisection.
138 
139   a) Retrieve the sources for your 'bad' version::
140 
141        git remote set-branches --add stable linux-6.1.y
142        git fetch stable
143 
144   b) Initialize the bisection::
145 
146        cd ~/linux/
147        git bisect start
148        git bisect good v6.0
149        git bisect bad v6.1.5
150 
151   c) Build, install, and boot a kernel as described earlier in *segment 1,
152      section b*.
153 
154      In case building or booting the kernel fails for unrelated reasons, run
155      ``git bisect skip``. In all other outcomes, check if the regressed feature
156      works with the newly built kernel. If it does, tell Git by executing
157      ``git bisect good``; if it does not, run ``git bisect bad`` instead.
158 
159      All three commands will make Git check out another commit; then re-execute
160      this step (e.g. build, install, boot, and test a kernel to then tell Git
161      the outcome). Do so again and again until Git shows which commit broke
162      things. If you run short of disk space during this process, check the
163      section 'Complementary tasks: cleanup during and after the process'
164      below.
165 
166   d) Once your finished the bisection, put a few things away::
167 
168        cd ~/linux/
169        git bisect log > ~/bisect-log
170        cp .config ~/bisection-config-culprit
171        git bisect reset
172 
173   e) Try to verify the bisection result::
174 
175        git switch --discard-changes --detach mainline/master
176        git revert --no-edit cafec0cacaca0
177        cp ~/kernel-config-working .config
178        ./scripts/config --set-str CONFIG_LOCALVERSION '-local-cafec0cacaca0-reverted'
179 
180     This is optional, as some commits are impossible to revert. But if the
181     second command worked flawlessly, build, install, and boot one more kernel
182     kernel; just this time skip the first command copying the base .config file
183     over, as that already has been taken care off.
184 
185 * **Complementary tasks**: cleanup during and after the process.
186 
187   a) To avoid running out of disk space during a bisection, you might need to
188      remove some kernels you built earlier. You most likely want to keep those
189      you built during segment 1 and 2 around for a while, but you will most
190      likely no longer need kernels tested during the actual bisection
191      (Segment 3 c). You can list them in build order using::
192 
193        ls -ltr /lib/modules/*-local*
194 
195     To then for example erase a kernel that identifies itself as
196     '6.0-rc1-local-gcafec0cacaca0', use this::
197 
198        sudo rm -rf /lib/modules/6.0-rc1-local-gcafec0cacaca0
199        sudo kernel-install -v remove 6.0-rc1-local-gcafec0cacaca0
200        # * Note, on some distributions kernel-install is missing
201        #   or does only part of the job.
202 
203   b) If you performed a bisection and successfully validated the result, feel
204      free to remove all kernels built during the actual bisection (Segment 3 c);
205      the kernels you built earlier and later you might want to keep around for
206      a week or two.
207 
208 * **Optional task**: test a debug patch or a proposed fix later::
209 
210     git fetch mainline
211     git switch --discard-changes --detach mainline/master
212     git apply /tmp/foobars-proposed-fix-v1.patch
213     cp ~/kernel-config-working .config
214     ./scripts/config --set-str CONFIG_LOCALVERSION '-local-foobars-fix-v1'
215 
216   Build, install, and boot a kernel as described in *segment 1, section b* --
217   but this time omit the first command copying the build configuration over,
218   as that has been taken care of already.
219 
220 .. _introguide_bissbs:
221 
222 Step-by-step guide on how to verify bugs and bisect regressions
223 ===============================================================
224 
225 This guide describes how to set up your own Linux kernels for investigating bugs
226 or regressions you intend to report. How far you want to follow the instructions
227 depends on your issue:
228 
229 Execute all steps till the end of *segment 1* to **verify if your kernel problem
230 is present in code supported by Linux kernel developers**. If it is, you are all
231 set to report the bug -- unless it did not happen with earlier kernel versions,
232 as then your want to at least continue with *segment 2* to **check if the issue
233 qualifies as regression** which receive priority treatment. Depending on the
234 outcome you then are ready to report a bug or submit a preliminary regression
235 report; instead of the latter your could also head straight on and follow
236 *segment 3* to **perform a bisection** for a full-fledged regression report
237 developers are obliged to act upon.
238 
239  :ref:`Preparations: set up everything to build your own kernels <introprep_bissbs>`.
240 
241  :ref:`Segment 1: try to reproduce the problem with the latest codebase <introlatestcheck_bissbs>`.
242 
243  :ref:`Segment 2: check if the kernels you build work fine <introworkingcheck_bissbs>`.
244 
245  :ref:`Segment 3: perform a bisection and validate the result <introbisect_bissbs>`.
246 
247  :ref:`Complementary tasks: cleanup during and after following this guide <introclosure_bissbs>`.
248 
249  :ref:`Optional tasks: test reverts, patches, or later versions <introoptional_bissbs>`.
250 
251 The steps in each segment illustrate the important aspects of the process, while
252 a comprehensive reference section holds additional details for almost all of the
253 steps. The reference section sometimes also outlines alternative approaches,
254 pitfalls, as well as problems that might occur at the particular step -- and how
255 to get things rolling again.
256 
257 For further details on how to report Linux kernel issues or regressions check
258 out Documentation/admin-guide/reporting-issues.rst, which works in conjunction
259 with this document. It among others explains why you need to verify bugs with
260 the latest 'mainline' kernel (e.g. versions like 6.0, 6.1-rc1, or 6.1-rc6),
261 even if you face a problem with a kernel from a 'stable/longterm' series
262 (say 6.0.13).
263 
264 For users facing a regression that document also explains why sending a
265 preliminary report after segment 2 might be wise, as the regression and its
266 culprit might be known already. For further details on what actually qualifies
267 as a regression check out Documentation/admin-guide/reporting-regressions.rst.
268 
269 If you run into any problems while following this guide or have ideas how to
270 improve it, :ref:`please let the kernel developers know <submit_improvements>`.
271 
272 .. _introprep_bissbs:
273 
274 Preparations: set up everything to build your own kernels
275 ---------------------------------------------------------
276 
277 The following steps lay the groundwork for all further tasks.
278 
279 Note: the instructions assume you are building and testing on the same
280 machine; if you want to compile the kernel on another system, check
281 :ref:`Build kernels on a different machine <buildhost_bis>` below.
282 
283 .. _backup_bissbs:
284 
285 * Create a fresh backup and put system repair and restore tools at hand, just
286   to be prepared for the unlikely case of something going sideways.
287 
288   [:ref:`details <backup_bisref>`]
289 
290 .. _vanilla_bissbs:
291 
292 * Remove all software that depends on externally developed kernel drivers or
293   builds them automatically. That includes but is not limited to DKMS, openZFS,
294   VirtualBox, and Nvidia's graphics drivers (including the GPLed kernel module).
295 
296   [:ref:`details <vanilla_bisref>`]
297 
298 .. _secureboot_bissbs:
299 
300 * On platforms with 'Secure Boot' or similar solutions, prepare everything to
301   ensure the system will permit your self-compiled kernel to boot. The
302   quickest and easiest way to achieve this on commodity x86 systems is to
303   disable such techniques in the BIOS setup utility; alternatively, remove
304   their restrictions through a process initiated by
305   ``mokutil --disable-validation``.
306 
307   [:ref:`details <secureboot_bisref>`]
308 
309 .. _rangecheck_bissbs:
310 
311 * Determine the kernel versions considered 'good' and 'bad' throughout this
312   guide:
313 
314   * Do you follow this guide to verify if a bug is present in the code the
315     primary developers care for? Then consider the version of the newest kernel
316     you regularly use currently as 'good' (e.g. 6.0, 6.0.13, or 6.1-rc2).
317 
318   * Do you face a regression, e.g. something broke or works worse after
319     switching to a newer kernel version? In that case it depends on the version
320     range during which the problem appeared:
321 
322     * Something regressed when updating from a stable/longterm release
323       (say 6.0.13) to a newer mainline series (like 6.1-rc7 or 6.1) or a
324       stable/longterm version based on one (say 6.1.5)? Then consider the
325       mainline release your working kernel is based on to be the 'good'
326       version (e.g. 6.0) and the first version to be broken as the 'bad' one
327       (e.g. 6.1-rc7, 6.1, or 6.1.5). Note, at this point it is merely assumed
328       that 6.0 is fine; this hypothesis will be checked in segment 2.
329 
330     * Something regressed when switching from one mainline version (say 6.0) to
331       a later one (like 6.1-rc1) or a stable/longterm release based on it
332       (say 6.1.5)? Then regard the last working version (e.g. 6.0) as 'good' and
333       the first broken (e.g. 6.1-rc1 or 6.1.5) as 'bad'.
334 
335     * Something regressed when updating within a stable/longterm series (say
336       from 6.0.13 to 6.0.15)? Then consider those versions as 'good' and 'bad'
337       (e.g. 6.0.13 and 6.0.15), as you need to bisect within that series.
338 
339   *Note, do not confuse 'good' version with 'working' kernel; the latter term
340   throughout this guide will refer to the last kernel that has been working
341   fine.*
342 
343   [:ref:`details <rangecheck_bisref>`]
344 
345 .. _bootworking_bissbs:
346 
347 * Boot into the 'working' kernel and briefly use the apparently broken feature.
348 
349   [:ref:`details <bootworking_bisref>`]
350 
351 .. _diskspace_bissbs:
352 
353 * Ensure to have enough free space for building Linux. 15 Gigabyte in your home
354   directory should typically suffice. If you have less available, be sure to pay
355   attention to later steps about retrieving the Linux sources and handling of
356   debug symbols: both explain approaches reducing the amount of space, which
357   should allow you to master these tasks with about 4 Gigabytes free space.
358 
359   [:ref:`details <diskspace_bisref>`]
360 
361 .. _buildrequires_bissbs:
362 
363 * Install all software required to build a Linux kernel. Often you will need:
364   'bc', 'binutils' ('ld' et al.), 'bison', 'flex', 'gcc', 'git', 'openssl',
365   'pahole', 'perl', and the development headers for 'libelf' and 'openssl'. The
366   reference section shows how to quickly install those on various popular Linux
367   distributions.
368 
369   [:ref:`details <buildrequires_bisref>`]
370 
371 .. _sources_bissbs:
372 
373 * Retrieve the mainline Linux sources; then change into the directory holding
374   them, as all further commands in this guide are meant to be executed from
375   there.
376 
377   *Note, the following describe how to retrieve the sources using a full
378   mainline clone, which downloads about 2,75 GByte as of early 2024. The*
379   :ref:`reference section describes two alternatives <sources_bisref>` *:
380   one downloads less than 500 MByte, the other works better with unreliable
381   internet connections.*
382 
383   Execute the following command to retrieve a fresh mainline codebase while
384   preparing things to add branches for stable/longterm series later::
385 
386     git clone -o mainline --no-checkout \
387       https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git ~/linux/
388     cd ~/linux/
389     git remote add -t master stable \
390       https://git.kernel.org/pub/scm/linux/kernel/git/stable/linux.git
391 
392   [:ref:`details <sources_bisref>`]
393 
394 .. _stablesources_bissbs:
395 
396 * Is one of the versions you earlier established as 'good' or 'bad' a stable or
397   longterm release (say 6.1.5)? Then download the code for the series it belongs
398   to ('linux-6.1.y' in this example)::
399 
400     git remote set-branches --add stable linux-6.1.y
401     git fetch stable
402 
403 .. _oldconfig_bissbs:
404 
405 * Start preparing a kernel build configuration (the '.config' file).
406 
407   Before doing so, ensure you are still running the 'working' kernel an earlier
408   step told you to boot; if you are unsure, check the current kernelrelease
409   identifier using ``uname -r``.
410 
411   Afterwards check out the source code for the version earlier established as
412   'good'. In the following example command this is assumed to be 6.0; note that
413   the version number in this and all later Git commands needs to be prefixed
414   with a 'v'::
415 
416     git switch --discard-changes --detach v6.0
417 
418   Now create a build configuration file::
419 
420     make olddefconfig
421 
422   The kernel build scripts then will try to locate the build configuration file
423   for the running kernel and then adjust it for the needs of the kernel sources
424   you checked out. While doing so, it will print a few lines you need to check.
425 
426   Look out for a line starting with '# using defaults found in'. It should be
427   followed by a path to a file in '/boot/' that contains the release identifier
428   of your currently working kernel. If the line instead continues with something
429   like 'arch/x86/configs/x86_64_defconfig', then the build infra failed to find
430   the .config file for your running kernel -- in which case you have to put one
431   there manually, as explained in the reference section.
432 
433   In case you can not find such a line, look for one containing '# configuration
434   written to .config'. If that's the case you have a stale build configuration
435   lying around. Unless you intend to use it, delete it; afterwards run
436   'make olddefconfig' again and check if it now picked up the right config file
437   as base.
438 
439   [:ref:`details <oldconfig_bisref>`]
440 
441 .. _localmodconfig_bissbs:
442 
443 * Disable any kernel modules apparently superfluous for your setup. This is
444   optional, but especially wise for bisections, as it speeds up the build
445   process enormously -- at least unless the .config file picked up in the
446   previous step was already tailored to your and your hardware needs, in which
447   case you should skip this step.
448 
449   To prepare the trimming, connect external hardware you occasionally use (USB
450   keys, tokens, ...), quickly start a VM, and bring up VPNs. And if you rebooted
451   since you started that guide, ensure that you tried using the feature causing
452   trouble since you started the system. Only then trim your .config::
453 
454      yes '' | make localmodconfig
455 
456   There is a catch to this, as the 'apparently' in initial sentence of this step
457   and the preparation instructions already hinted at:
458 
459   The 'localmodconfig' target easily disables kernel modules for features only
460   used occasionally -- like modules for external peripherals not yet connected
461   since booting, virtualization software not yet utilized, VPN tunnels, and a
462   few other things. That's because some tasks rely on kernel modules Linux only
463   loads when you execute tasks like the aforementioned ones for the first time.
464 
465   This drawback of localmodconfig is nothing you should lose sleep over, but
466   something to keep in mind: if something is misbehaving with the kernels built
467   during this guide, this is most likely the reason. You can reduce or nearly
468   eliminate the risk with tricks outlined in the reference section; but when
469   building a kernel just for quick testing purposes this is usually not worth
470   spending much effort on, as long as it boots and allows to properly test the
471   feature that causes trouble.
472 
473   [:ref:`details <localmodconfig_bisref>`]
474 
475 .. _tagging_bissbs:
476 
477 * Ensure all the kernels you will build are clearly identifiable using a special
478   tag and a unique version number::
479 
480     ./scripts/config --set-str CONFIG_LOCALVERSION '-local'
481     ./scripts/config -e CONFIG_LOCALVERSION_AUTO
482 
483   [:ref:`details <tagging_bisref>`]
484 
485 .. _debugsymbols_bissbs:
486 
487 * Decide how to handle debug symbols.
488 
489   In the context of this document it is often wise to enable them, as there is a
490   decent chance you will need to decode a stack trace from a 'panic', 'Oops',
491   'warning', or 'BUG'::
492 
493     ./scripts/config -d DEBUG_INFO_NONE -e KALLSYMS_ALL -e DEBUG_KERNEL \
494       -e DEBUG_INFO -e DEBUG_INFO_DWARF_TOOLCHAIN_DEFAULT -e KALLSYMS
495 
496   But if you are extremely short on storage space, you might want to disable
497   debug symbols instead::
498 
499     ./scripts/config -d DEBUG_INFO -d DEBUG_INFO_DWARF_TOOLCHAIN_DEFAULT \
500       -d DEBUG_INFO_DWARF4 -d DEBUG_INFO_DWARF5 -e CONFIG_DEBUG_INFO_NONE
501 
502   [:ref:`details <debugsymbols_bisref>`]
503 
504 .. _configmods_bissbs:
505 
506 * Check if you may want or need to adjust some other kernel configuration
507   options:
508 
509   * Are you running Debian? Then you want to avoid known problems by performing
510     additional adjustments explained in the reference section.
511 
512     [:ref:`details <configmods_distros_bisref>`].
513 
514   * If you want to influence other aspects of the configuration, do so now using
515     your preferred tool. Note, to use make targets like 'menuconfig' or
516     'nconfig', you will need to install the development files of ncurses; for
517     'xconfig' you likewise need the Qt5 or Qt6 headers.
518 
519     [:ref:`details <configmods_individual_bisref>`].
520 
521 .. _saveconfig_bissbs:
522 
523 * Reprocess the .config after the latest adjustments and store it in a safe
524   place::
525 
526      make olddefconfig
527      cp .config ~/kernel-config-working
528 
529   [:ref:`details <saveconfig_bisref>`]
530 
531 .. _introlatestcheck_bissbs:
532 
533 Segment 1: try to reproduce the problem with the latest codebase
534 ----------------------------------------------------------------
535 
536 The following steps verify if the problem occurs with the code currently
537 supported by developers. In case you face a regression, it also checks that the
538 problem is not caused by some .config change, as reporting the issue then would
539 be a waste of time. [:ref:`details <introlatestcheck_bisref>`]
540 
541 .. _checkoutmaster_bissbs:
542 
543 * Check out the latest Linux codebase.
544 
545   * Are your 'good' and 'bad' versions from the same stable or longterm series?
546     Then check the `front page of kernel.org <https://kernel.org/>`_: if it
547     lists a release from that series without an '[EOL]' tag, checkout the series
548     latest version ('linux-6.1.y' in the following example)::
549 
550       cd ~/linux/
551       git switch --discard-changes --detach stable/linux-6.1.y
552 
553     Your series is unsupported, if is not listed or carrying a 'end of life'
554     tag. In that case you might want to check if a successor series (say
555     linux-6.2.y) or mainline (see next point) fix the bug.
556 
557   * In all other cases, run::
558 
559       cd ~/linux/
560       git switch --discard-changes --detach mainline/master
561 
562   [:ref:`details <checkoutmaster_bisref>`]
563 
564 .. _build_bissbs:
565 
566 * Build the image and the modules of your first kernel using the config file you
567   prepared::
568 
569     cp ~/kernel-config-working .config
570     make olddefconfig
571     make -j $(nproc --all)
572 
573   If you want your kernel packaged up as deb, rpm, or tar file, see the
574   reference section for alternatives, which obviously will require other
575   steps to install as well.
576 
577   [:ref:`details <build_bisref>`]
578 
579 .. _install_bissbs:
580 
581 * Install your newly built kernel.
582 
583   Before doing so, consider checking if there is still enough space for it::
584 
585     df -h /boot/ /lib/modules/
586 
587   For now assume 150 MByte in /boot/ and 200 in /lib/modules/ will suffice; how
588   much your kernels actually require will be determined later during this guide.
589 
590   Now install the kernel's modules and its image, which will be stored in
591   parallel to the your Linux distribution's kernels::
592 
593     sudo make modules_install
594     command -v installkernel && sudo make install
595 
596   The second command ideally will take care of three steps required at this
597   point: copying the kernel's image to /boot/, generating an initramfs, and
598   adding an entry for both to the boot loader's configuration.
599 
600   Sadly some distributions (among them Arch Linux, its derivatives, and many
601   immutable Linux distributions) will perform none or only some of those tasks.
602   You therefore want to check if all of them were taken care of and manually
603   perform those that were not. The reference section provides further details on
604   that; your distribution's documentation might help, too.
605 
606   Once you figured out the steps needed at this point, consider writing them
607   down: if you will build more kernels as described in segment 2 and 3, you will
608   have to perform those again after executing ``command -v installkernel [...]``.
609 
610   [:ref:`details <install_bisref>`]
611 
612 .. _storagespace_bissbs:
613 
614 * In case you plan to follow this guide further, check how much storage space
615   the kernel, its modules, and other related files like the initramfs consume::
616 
617     du -ch /boot/*$(make -s kernelrelease)* | tail -n 1
618     du -sh /lib/modules/$(make -s kernelrelease)/
619 
620   Write down or remember those two values for later: they enable you to prevent
621   running out of disk space accidentally during a bisection.
622 
623   [:ref:`details <storagespace_bisref>`]
624 
625 .. _kernelrelease_bissbs:
626 
627 * Show and store the kernelrelease identifier of the kernel you just built::
628 
629     make -s kernelrelease | tee -a ~/kernels-built
630 
631   Remember the identifier momentarily, as it will help you pick the right kernel
632   from the boot menu upon restarting.
633 
634 * Reboot into your newly built kernel. To ensure your actually started the one
635   you just built, you might want to verify if the output of these commands
636   matches::
637 
638     tail -n 1 ~/kernels-built
639     uname -r
640 
641 .. _tainted_bissbs:
642 
643 * Check if the kernel marked itself as 'tainted'::
644 
645     cat /proc/sys/kernel/tainted
646 
647   If that command does not return '0', check the reference section, as the cause
648   for this might interfere with your testing.
649 
650   [:ref:`details <tainted_bisref>`]
651 
652 .. _recheckbroken_bissbs:
653 
654 * Verify if your bug occurs with the newly built kernel. If it does not, check
655   out the instructions in the reference section to ensure nothing went sideways
656   during your tests.
657 
658   [:ref:`details <recheckbroken_bisref>`]
659 
660 .. _recheckstablebroken_bissbs:
661 
662 * Did you just built a stable or longterm kernel? And were you able to reproduce
663   the regression with it? Then you should test the latest mainline codebase as
664   well, because the result determines which developers the bug must be submitted
665   to.
666 
667   To prepare that test, check out current mainline::
668 
669     cd ~/linux/
670     git switch --discard-changes --detach mainline/master
671 
672   Now use the checked out code to build and install another kernel using the
673   commands the earlier steps already described in more detail::
674 
675     cp ~/kernel-config-working .config
676     make olddefconfig
677     make -j $(nproc --all)
678     # * Check if the free space suffices holding another kernel:
679     df -h /boot/ /lib/modules/
680     sudo make modules_install
681     command -v installkernel && sudo make install
682     make -s kernelrelease | tee -a ~/kernels-built
683     reboot
684 
685   Confirm you booted the kernel you intended to start and check its tainted
686   status::
687 
688     tail -n 1 ~/kernels-built
689     uname -r
690     cat /proc/sys/kernel/tainted
691 
692   Now verify if this kernel is showing the problem. If it does, then you need
693   to report the bug to the primary developers; if it does not, report it to the
694   stable team. See Documentation/admin-guide/reporting-issues.rst for details.
695 
696   [:ref:`details <recheckstablebroken_bisref>`]
697 
698 Do you follow this guide to verify if a problem is present in the code
699 currently supported by Linux kernel developers? Then you are done at this
700 point. If you later want to remove the kernel you just built, check out
701 :ref:`Complementary tasks: cleanup during and after following this guide <introclosure_bissbs>`.
702 
703 In case you face a regression, move on and execute at least the next segment
704 as well.
705 
706 .. _introworkingcheck_bissbs:
707 
708 Segment 2: check if the kernels you build work fine
709 ---------------------------------------------------
710 
711 In case of a regression, you now want to ensure the trimmed configuration file
712 you created earlier works as expected; a bisection with the .config file
713 otherwise would be a waste of time. [:ref:`details <introworkingcheck_bisref>`]
714 
715 .. _recheckworking_bissbs:
716 
717 * Build your own variant of the 'working' kernel and check if the feature that
718   regressed works as expected with it.
719 
720   Start by checking out the sources for the version earlier established as
721   'good' (once again assumed to be 6.0 here)::
722 
723     cd ~/linux/
724     git switch --discard-changes --detach v6.0
725 
726   Now use the checked out code to configure, build, and install another kernel
727   using the commands the previous subsection explained in more detail::
728 
729     cp ~/kernel-config-working .config
730     make olddefconfig
731     make -j $(nproc --all)
732     # * Check if the free space suffices holding another kernel:
733     df -h /boot/ /lib/modules/
734     sudo make modules_install
735     command -v installkernel && sudo make install
736     make -s kernelrelease | tee -a ~/kernels-built
737     reboot
738 
739   When the system booted, you may want to verify once again that the
740   kernel you started is the one you just built::
741 
742     tail -n 1 ~/kernels-built
743     uname -r
744 
745   Now check if this kernel works as expected; if not, consult the reference
746   section for further instructions.
747 
748   [:ref:`details <recheckworking_bisref>`]
749 
750 .. _introbisect_bissbs:
751 
752 Segment 3: perform the bisection and validate the result
753 --------------------------------------------------------
754 
755 With all the preparations and precaution builds taken care of, you are now ready
756 to begin the bisection. This will make you build quite a few kernels -- usually
757 about 15 in case you encountered a regression when updating to a newer series
758 (say from 6.0.13 to 6.1.5). But do not worry, due to the trimmed build
759 configuration created earlier this works a lot faster than many people assume:
760 overall on average it will often just take about 10 to 15 minutes to compile
761 each kernel on commodity x86 machines.
762 
763 .. _bisectstart_bissbs:
764 
765 * Start the bisection and tell Git about the versions earlier established as
766   'good' (6.0 in the following example command) and 'bad' (6.1.5)::
767 
768     cd ~/linux/
769     git bisect start
770     git bisect good v6.0
771     git bisect bad v6.1.5
772 
773   [:ref:`details <bisectstart_bisref>`]
774 
775 .. _bisectbuild_bissbs:
776 
777 * Now use the code Git checked out to build, install, and boot a kernel using
778   the commands introduced earlier::
779 
780     cp ~/kernel-config-working .config
781     make olddefconfig
782     make -j $(nproc --all)
783     # * Check if the free space suffices holding another kernel:
784     df -h /boot/ /lib/modules/
785     sudo make modules_install
786     command -v installkernel && sudo make install
787     make -s kernelrelease | tee -a ~/kernels-built
788     reboot
789 
790   If compilation fails for some reason, run ``git bisect skip`` and restart
791   executing the stack of commands from the beginning.
792 
793   In case you skipped the 'test latest codebase' step in the guide, check its
794   description as for why the 'df [...]' and 'make -s kernelrelease [...]'
795   commands are here.
796 
797   Important note: the latter command from this point on will print release
798   identifiers that might look odd or wrong to you -- which they are not, as it's
799   totally normal to see release identifiers like '6.0-rc1-local-gcafec0cacaca0'
800   if you bisect between versions 6.1 and 6.2 for example.
801 
802   [:ref:`details <bisectbuild_bisref>`]
803 
804 .. _bisecttest_bissbs:
805 
806 * Now check if the feature that regressed works in the kernel you just built.
807 
808   You again might want to start by making sure the kernel you booted is the one
809   you just built::
810 
811     cd ~/linux/
812     tail -n 1 ~/kernels-built
813     uname -r
814 
815   Now verify if the feature that regressed works at this kernel bisection point.
816   If it does, run this::
817 
818     git bisect good
819 
820   If it does not, run this::
821 
822     git bisect bad
823 
824   Be sure about what you tell Git, as getting this wrong just once will send the
825   rest of the bisection totally off course.
826 
827   While the bisection is ongoing, Git will use the information you provided to
828   find and check out another bisection point for you to test. While doing so, it
829   will print something like 'Bisecting: 675 revisions left to test after this
830   (roughly 10 steps)' to indicate how many further changes it expects to be
831   tested. Now build and install another kernel using the instructions from the
832   previous step; afterwards follow the instructions in this step again.
833 
834   Repeat this again and again until you finish the bisection -- that's the case
835   when Git after tagging a change as 'good' or 'bad' prints something like
836   'cafecaca0c0dacafecaca0c0dacafecaca0c0da is the first bad commit'; right
837   afterwards it will show some details about the culprit including the patch
838   description of the change. The latter might fill your terminal screen, so you
839   might need to scroll up to see the message mentioning the culprit;
840   alternatively, run ``git bisect log > ~/bisection-log``.
841 
842   [:ref:`details <bisecttest_bisref>`]
843 
844 .. _bisectlog_bissbs:
845 
846 * Store Git's bisection log and the current .config file in a safe place before
847   telling Git to reset the sources to the state before the bisection::
848 
849     cd ~/linux/
850     git bisect log > ~/bisection-log
851     cp .config ~/bisection-config-culprit
852     git bisect reset
853 
854   [:ref:`details <bisectlog_bisref>`]
855 
856 .. _revert_bissbs:
857 
858 * Try reverting the culprit on top of latest mainline to see if this fixes your
859   regression.
860 
861   This is optional, as it might be impossible or hard to realize. The former is
862   the case, if the bisection determined a merge commit as the culprit; the
863   latter happens if other changes depend on the culprit. But if the revert
864   succeeds, it is worth building another kernel, as it validates the result of
865   a bisection, which can easily deroute; it furthermore will let kernel
866   developers know, if they can resolve the regression with a quick revert.
867 
868   Begin by checking out the latest codebase depending on the range you bisected:
869 
870   * Did you face a regression within a stable/longterm series (say between
871     6.0.13 and 6.0.15) that does not happen in mainline? Then check out the
872     latest codebase for the affected series like this::
873 
874       git fetch stable
875       git switch --discard-changes --detach linux-6.0.y
876 
877   * In all other cases check out latest mainline::
878 
879       git fetch mainline
880       git switch --discard-changes --detach mainline/master
881 
882     If you bisected a regression within a stable/longterm series that also
883     happens in mainline, there is one more thing to do: look up the mainline
884     commit-id. To do so, use a command like ``git show abcdcafecabcd`` to
885     view the patch description of the culprit. There will be a line near
886     the top which looks like 'commit cafec0cacaca0 upstream.' or
887     'Upstream commit cafec0cacaca0'; use that commit-id in the next command
888     and not the one the bisection blamed.
889 
890   Now try reverting the culprit by specifying its commit id::
891 
892     git revert --no-edit cafec0cacaca0
893 
894   If that fails, give up trying and move on to the next step; if it works,
895   adjust the tag to facilitate the identification and prevent accidentally
896   overwriting another kernel::
897 
898     cp ~/kernel-config-working .config
899     ./scripts/config --set-str CONFIG_LOCALVERSION '-local-cafec0cacaca0-reverted'
900 
901   Build a kernel using the familiar command sequence, just without copying the
902   the base .config over::
903 
904     make olddefconfig &&
905     make -j $(nproc --all)
906     # * Check if the free space suffices holding another kernel:
907     df -h /boot/ /lib/modules/
908     sudo make modules_install
909     command -v installkernel && sudo make install
910     make -s kernelrelease | tee -a ~/kernels-built
911     reboot
912 
913   Now check one last time if the feature that made you perform a bisection works
914   with that kernel: if everything went well, it should not show the regression.
915 
916   [:ref:`details <revert_bisref>`]
917 
918 .. _introclosure_bissbs:
919 
920 Complementary tasks: cleanup during and after the bisection
921 -----------------------------------------------------------
922 
923 During and after following this guide you might want or need to remove some of
924 the kernels you installed: the boot menu otherwise will become confusing or
925 space might run out.
926 
927 .. _makeroom_bissbs:
928 
929 * To remove one of the kernels you installed, look up its 'kernelrelease'
930   identifier. This guide stores them in '~/kernels-built', but the following
931   command will print them as well::
932 
933     ls -ltr /lib/modules/*-local*
934 
935   You in most situations want to remove the oldest kernels built during the
936   actual bisection (e.g. segment 3 of this guide). The two ones you created
937   beforehand (e.g. to test the latest codebase and the version considered
938   'good') might become handy to verify something later -- thus better keep them
939   around, unless you are really short on storage space.
940 
941   To remove the modules of a kernel with the kernelrelease identifier
942   '*6.0-rc1-local-gcafec0cacaca0*', start by removing the directory holding its
943   modules::
944 
945     sudo rm -rf /lib/modules/6.0-rc1-local-gcafec0cacaca0
946 
947   Afterwards try the following command::
948 
949     sudo kernel-install -v remove 6.0-rc1-local-gcafec0cacaca0
950 
951   On quite a few distributions this will delete all other kernel files installed
952   while also removing the kernel's entry from the boot menu. But on some
953   distributions kernel-install does not exist or leaves boot-loader entries or
954   kernel image and related files behind; in that case remove them as described
955   in the reference section.
956 
957   [:ref:`details <makeroom_bisref>`]
958 
959 .. _finishingtouch_bissbs:
960 
961 * Once you have finished the bisection, do not immediately remove anything you
962   set up, as you might need a few things again. What is safe to remove depends
963   on the outcome of the bisection:
964 
965   * Could you initially reproduce the regression with the latest codebase and
966     after the bisection were able to fix the problem by reverting the culprit on
967     top of the latest codebase? Then you want to keep those two kernels around
968     for a while, but safely remove all others with a '-local' in the release
969     identifier.
970 
971   * Did the bisection end on a merge-commit or seems questionable for other
972     reasons? Then you want to keep as many kernels as possible around for a few
973     days: it's pretty likely that you will be asked to recheck something.
974 
975   * In other cases it likely is a good idea to keep the following kernels around
976     for some time: the one built from the latest codebase, the one created from
977     the version considered 'good', and the last three or four you compiled
978     during the actual bisection process.
979 
980   [:ref:`details <finishingtouch_bisref>`]
981 
982 .. _introoptional_bissbs:
983 
984 Optional: test reverts, patches, or later versions
985 --------------------------------------------------
986 
987 While or after reporting a bug, you might want or potentially will be asked to
988 test reverts, debug patches, proposed fixes, or other versions. In that case
989 follow these instructions.
990 
991 * Update your Git clone and check out the latest code.
992 
993   * In case you want to test mainline, fetch its latest changes before checking
994     its code out::
995 
996       git fetch mainline
997       git switch --discard-changes --detach mainline/master
998 
999   * In case you want to test a stable or longterm kernel, first add the branch
1000     holding the series you are interested in (6.2 in the example), unless you
1001     already did so earlier::
1002 
1003       git remote set-branches --add stable linux-6.2.y
1004 
1005     Then fetch the latest changes and check out the latest version from the
1006     series::
1007 
1008       git fetch stable
1009       git switch --discard-changes --detach stable/linux-6.2.y
1010 
1011 * Copy your kernel build configuration over::
1012 
1013     cp ~/kernel-config-working .config
1014 
1015 * Your next step depends on what you want to do:
1016 
1017   * In case you just want to test the latest codebase, head to the next step,
1018     you are already all set.
1019 
1020   * In case you want to test if a revert fixes an issue, revert one or multiple
1021     changes by specifying their commit ids::
1022 
1023       git revert --no-edit cafec0cacaca0
1024 
1025     Now give that kernel a special tag to facilitates its identification and
1026     prevent accidentally overwriting another kernel::
1027 
1028       ./scripts/config --set-str CONFIG_LOCALVERSION '-local-cafec0cacaca0-reverted'
1029 
1030   * In case you want to test a patch, store the patch in a file like
1031     '/tmp/foobars-proposed-fix-v1.patch' and apply it like this::
1032 
1033       git apply /tmp/foobars-proposed-fix-v1.patch
1034 
1035     In case of multiple patches, repeat this step with the others.
1036 
1037     Now give that kernel a special tag to facilitates its identification and
1038     prevent accidentally overwriting another kernel::
1039 
1040     ./scripts/config --set-str CONFIG_LOCALVERSION '-local-foobars-fix-v1'
1041 
1042 * Build a kernel using the familiar commands, just without copying the kernel
1043   build configuration over, as that has been taken care of already::
1044 
1045     make olddefconfig &&
1046     make -j $(nproc --all)
1047     # * Check if the free space suffices holding another kernel:
1048     df -h /boot/ /lib/modules/
1049     sudo make modules_install
1050     command -v installkernel && sudo make install
1051     make -s kernelrelease | tee -a ~/kernels-built
1052     reboot
1053 
1054 * Now verify you booted the newly built kernel and check it.
1055 
1056 [:ref:`details <introoptional_bisref>`]
1057 
1058 .. _submit_improvements:
1059 
1060 Conclusion
1061 ----------
1062 
1063 You have reached the end of the step-by-step guide.
1064 
1065 Did you run into trouble following any of the above steps not cleared up by the
1066 reference section below? Did you spot errors? Or do you have ideas how to
1067 improve the guide?
1068 
1069 If any of that applies, please take a moment and let the maintainer of this
1070 document know by email (Thorsten Leemhuis <linux@leemhuis.info>), ideally while
1071 CCing the Linux docs mailing list (linux-doc@vger.kernel.org). Such feedback is
1072 vital to improve this text further, which is in everybody's interest, as it
1073 will enable more people to master the task described here -- and hopefully also
1074 improve similar guides inspired by this one.
1075 
1076 
1077 Reference section for the step-by-step guide
1078 ============================================
1079 
1080 This section holds additional information for almost all the items in the above
1081 step-by-step guide.
1082 
1083 Preparations for building your own kernels
1084 ------------------------------------------
1085 
1086   *The steps in this section lay the groundwork for all further tests.*
1087   [:ref:`... <introprep_bissbs>`]
1088 
1089 The steps in all later sections of this guide depend on those described here.
1090 
1091 [:ref:`back to step-by-step guide <introprep_bissbs>`].
1092 
1093 .. _backup_bisref:
1094 
1095 Prepare for emergencies
1096 ~~~~~~~~~~~~~~~~~~~~~~~
1097 
1098   *Create a fresh backup and put system repair and restore tools at hand.*
1099   [:ref:`... <backup_bissbs>`]
1100 
1101 Remember, you are dealing with computers, which sometimes do unexpected things
1102 -- especially if you fiddle with crucial parts like the kernel of an operating
1103 system. That's what you are about to do in this process. Hence, better prepare
1104 for something going sideways, even if that should not happen.
1105 
1106 [:ref:`back to step-by-step guide <backup_bissbs>`]
1107 
1108 .. _vanilla_bisref:
1109 
1110 Remove anything related to externally maintained kernel modules
1111 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1112 
1113   *Remove all software that depends on externally developed kernel drivers or
1114   builds them automatically.* [:ref:`...<vanilla_bissbs>`]
1115 
1116 Externally developed kernel modules can easily cause trouble during a bisection.
1117 
1118 But there is a more important reason why this guide contains this step: most
1119 kernel developers will not care about reports about regressions occurring with
1120 kernels that utilize such modules. That's because such kernels are not
1121 considered 'vanilla' anymore, as Documentation/admin-guide/reporting-issues.rst
1122 explains in more detail.
1123 
1124 [:ref:`back to step-by-step guide <vanilla_bissbs>`]
1125 
1126 .. _secureboot_bisref:
1127 
1128 Deal with techniques like Secure Boot
1129 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1130 
1131   *On platforms with 'Secure Boot' or similar techniques, prepare everything to
1132   ensure the system will permit your self-compiled kernel to boot later.*
1133   [:ref:`... <secureboot_bissbs>`]
1134 
1135 Many modern systems allow only certain operating systems to start; that's why
1136 they reject booting self-compiled kernels by default.
1137 
1138 You ideally deal with this by making your platform trust your self-built kernels
1139 with the help of a certificate. How to do that is not described
1140 here, as it requires various steps that would take the text too far away from
1141 its purpose; 'Documentation/admin-guide/module-signing.rst' and various web
1142 sides already explain everything needed in more detail.
1143 
1144 Temporarily disabling solutions like Secure Boot is another way to make your own
1145 Linux boot. On commodity x86 systems it is possible to do this in the BIOS Setup
1146 utility; the required steps vary a lot between machines and therefore cannot be
1147 described here.
1148 
1149 On mainstream x86 Linux distributions there is a third and universal option:
1150 disable all Secure Boot restrictions for your Linux environment. You can
1151 initiate this process by running ``mokutil --disable-validation``; this will
1152 tell you to create a one-time password, which is safe to write down. Now
1153 restart; right after your BIOS performed all self-tests the bootloader Shim will
1154 show a blue box with a message 'Press any key to perform MOK management'. Hit
1155 some key before the countdown exposes, which will open a menu. Choose 'Change
1156 Secure Boot state'. Shim's 'MokManager' will now ask you to enter three
1157 randomly chosen characters from the one-time password specified earlier. Once
1158 you provided them, confirm you really want to disable the validation.
1159 Afterwards, permit MokManager to reboot the machine.
1160 
1161 [:ref:`back to step-by-step guide <secureboot_bissbs>`]
1162 
1163 .. _bootworking_bisref:
1164 
1165 Boot the last kernel that was working
1166 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1167 
1168   *Boot into the last working kernel and briefly recheck if the feature that
1169   regressed really works.* [:ref:`...<bootworking_bissbs>`]
1170 
1171 This will make later steps that cover creating and trimming the configuration do
1172 the right thing.
1173 
1174 [:ref:`back to step-by-step guide <bootworking_bissbs>`]
1175 
1176 .. _diskspace_bisref:
1177 
1178 Space requirements
1179 ~~~~~~~~~~~~~~~~~~
1180 
1181   *Ensure to have enough free space for building Linux.*
1182   [:ref:`... <diskspace_bissbs>`]
1183 
1184 The numbers mentioned are rough estimates with a big extra charge to be on the
1185 safe side, so often you will need less.
1186 
1187 If you have space constraints, be sure to hay attention to the :ref:`step about
1188 debug symbols' <debugsymbols_bissbs>` and its :ref:`accompanying reference
1189 section' <debugsymbols_bisref>`, as disabling then will reduce the consumed disk
1190 space by quite a few gigabytes.
1191 
1192 [:ref:`back to step-by-step guide <diskspace_bissbs>`]
1193 
1194 .. _rangecheck_bisref:
1195 
1196 Bisection range
1197 ~~~~~~~~~~~~~~~
1198 
1199   *Determine the kernel versions considered 'good' and 'bad' throughout this
1200   guide.* [:ref:`...<rangecheck_bissbs>`]
1201 
1202 Establishing the range of commits to be checked is mostly straightforward,
1203 except when a regression occurred when switching from a release of one stable
1204 series to a release of a later series (e.g. from 6.0.13 to 6.1.5). In that case
1205 Git will need some hand holding, as there is no straight line of descent.
1206 
1207 That's because with the release of 6.0 mainline carried on to 6.1 while the
1208 stable series 6.0.y branched to the side. It's therefore theoretically possible
1209 that the issue you face with 6.1.5 only worked in 6.0.13, as it was fixed by a
1210 commit that went into one of the 6.0.y releases, but never hit mainline or the
1211 6.1.y series. Thankfully that normally should not happen due to the way the
1212 stable/longterm maintainers maintain the code. It's thus pretty safe to assume
1213 6.0 as a 'good' kernel. That assumption will be tested anyway, as that kernel
1214 will be built and tested in the segment '2' of this guide; Git would force you
1215 to do this as well, if you tried bisecting between 6.0.13 and 6.1.15.
1216 
1217 [:ref:`back to step-by-step guide <rangecheck_bissbs>`]
1218 
1219 .. _buildrequires_bisref:
1220 
1221 Install build requirements
1222 ~~~~~~~~~~~~~~~~~~~~~~~~~~
1223 
1224   *Install all software required to build a Linux kernel.*
1225   [:ref:`...<buildrequires_bissbs>`]
1226 
1227 The kernel is pretty stand-alone, but besides tools like the compiler you will
1228 sometimes need a few libraries to build one. How to install everything needed
1229 depends on your Linux distribution and the configuration of the kernel you are
1230 about to build.
1231 
1232 Here are a few examples what you typically need on some mainstream
1233 distributions:
1234 
1235 * Arch Linux and derivatives::
1236 
1237     sudo pacman --needed -S bc binutils bison flex gcc git kmod libelf openssl \
1238       pahole perl zlib ncurses qt6-base
1239 
1240 * Debian, Ubuntu, and derivatives::
1241 
1242     sudo apt install bc binutils bison dwarves flex gcc git kmod libelf-dev \
1243       libssl-dev make openssl pahole perl-base pkg-config zlib1g-dev \
1244       libncurses-dev qt6-base-dev g++
1245 
1246 * Fedora and derivatives::
1247 
1248     sudo dnf install binutils \
1249       /usr/bin/{bc,bison,flex,gcc,git,openssl,make,perl,pahole,rpmbuild} \
1250       /usr/include/{libelf.h,openssl/pkcs7.h,zlib.h,ncurses.h,qt6/QtGui/QAction}
1251 
1252 * openSUSE and derivatives::
1253 
1254     sudo zypper install bc binutils bison dwarves flex gcc git \
1255       kernel-install-tools libelf-devel make modutils openssl openssl-devel \
1256       perl-base zlib-devel rpm-build ncurses-devel qt6-base-devel
1257 
1258 These commands install a few packages that are often, but not always needed. You
1259 for example might want to skip installing the development headers for ncurses,
1260 which you will only need in case you later might want to adjust the kernel build
1261 configuration using make the targets 'menuconfig' or 'nconfig'; likewise omit
1262 the headers of Qt6 if you do not plan to adjust the .config using 'xconfig'.
1263 
1264 You furthermore might need additional libraries and their development headers
1265 for tasks not covered in this guide -- for example when building utilities from
1266 the kernel's tools/ directory.
1267 
1268 [:ref:`back to step-by-step guide <buildrequires_bissbs>`]
1269 
1270 .. _sources_bisref:
1271 
1272 Download the sources using Git
1273 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1274 
1275   *Retrieve the Linux mainline sources.*
1276   [:ref:`...<sources_bissbs>`]
1277 
1278 The step-by-step guide outlines how to download the Linux sources using a full
1279 Git clone of Linus' mainline repository. There is nothing more to say about
1280 that -- but there are two alternatives ways to retrieve the sources that might
1281 work better for you:
1282 
1283 * If you have an unreliable internet connection, consider
1284   :ref:`using a 'Git bundle'<sources_bundle_bisref>`.
1285 
1286 * If downloading the complete repository would take too long or requires too
1287   much storage space, consider :ref:`using a 'shallow
1288   clone'<sources_shallow_bisref>`.
1289 
1290 .. _sources_bundle_bisref:
1291 
1292 Downloading Linux mainline sources using a bundle
1293 """""""""""""""""""""""""""""""""""""""""""""""""
1294 
1295 Use the following commands to retrieve the Linux mainline sources using a
1296 bundle::
1297 
1298     wget -c \
1299       https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git/clone.bundle
1300     git clone --no-checkout clone.bundle ~/linux/
1301     cd ~/linux/
1302     git remote remove origin
1303     git remote add mainline \
1304       https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git
1305     git fetch mainline
1306     git remote add -t master stable \
1307       https://git.kernel.org/pub/scm/linux/kernel/git/stable/linux.git
1308 
1309 In case the 'wget' command fails, just re-execute it, it will pick up where
1310 it left off.
1311 
1312 [:ref:`back to step-by-step guide <sources_bissbs>`]
1313 [:ref:`back to section intro <sources_bisref>`]
1314 
1315 .. _sources_shallow_bisref:
1316 
1317 Downloading Linux mainline sources using a shallow clone
1318 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1319 
1320 First, execute the following command to retrieve the latest mainline codebase::
1321 
1322     git clone -o mainline --no-checkout --depth 1 -b master \
1323       https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git ~/linux/
1324     cd ~/linux/
1325     git remote add -t master stable \
1326       https://git.kernel.org/pub/scm/linux/kernel/git/stable/linux.git
1327 
1328 Now deepen your clone's history to the second predecessor of the mainline
1329 release of your 'good' version. In case the latter are 6.0 or 6.0.13, 5.19 would
1330 be the first predecessor and 5.18 the second -- hence deepen the history up to
1331 that version::
1332 
1333     git fetch --shallow-exclude=v5.18 mainline
1334 
1335 Afterwards add the stable Git repository as remote and all required stable
1336 branches as explained in the step-by-step guide.
1337 
1338 Note, shallow clones have a few peculiar characteristics:
1339 
1340 * For bisections the history needs to be deepened a few mainline versions
1341   farther than it seems necessary, as explained above already. That's because
1342   Git otherwise will be unable to revert or describe most of the commits within
1343   a range (say 6.1..6.2), as they are internally based on earlier kernels
1344   releases (like 6.0-rc2 or 5.19-rc3).
1345 
1346 * This document in most places uses ``git fetch`` with ``--shallow-exclude=``
1347   to specify the earliest version you care about (or to be precise: its git
1348   tag). You alternatively can use the parameter ``--shallow-since=`` to specify
1349   an absolute (say ``'2023-07-15'``) or relative (``'12 months'``) date to
1350   define the depth of the history you want to download. When using them while
1351   bisecting mainline, ensure to deepen the history to at least 7 months before
1352   the release of the mainline release your 'good' kernel is based on.
1353 
1354 * Be warned, when deepening your clone you might encounter an error like
1355   'fatal: error in object: unshallow cafecaca0c0dacafecaca0c0dacafecaca0c0da'.
1356   In that case run ``git repack -d`` and try again.
1357 
1358 [:ref:`back to step-by-step guide <sources_bissbs>`]
1359 [:ref:`back to section intro <sources_bisref>`]
1360 
1361 .. _oldconfig_bisref:
1362 
1363 Start defining the build configuration for your kernel
1364 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1365 
1366   *Start preparing a kernel build configuration (the '.config' file).*
1367   [:ref:`... <oldconfig_bissbs>`]
1368 
1369 *Note, this is the first of multiple steps in this guide that create or modify
1370 build artifacts. The commands used in this guide store them right in the source
1371 tree to keep things simple. In case you prefer storing the build artifacts
1372 separately, create a directory like '~/linux-builddir/' and add the parameter
1373 ``O=~/linux-builddir/`` to all make calls used throughout this guide. You will
1374 have to point other commands there as well -- among them the ``./scripts/config
1375 [...]`` commands, which will require ``--file ~/linux-builddir/.config`` to
1376 locate the right build configuration.*
1377 
1378 Two things can easily go wrong when creating a .config file as advised:
1379 
1380 * The oldconfig target will use a .config file from your build directory, if
1381   one is already present there (e.g. '~/linux/.config'). That's totally fine if
1382   that's what you intend (see next step), but in all other cases you want to
1383   delete it. This for example is important in case you followed this guide
1384   further, but due to problems come back here to redo the configuration from
1385   scratch.
1386 
1387 * Sometimes olddefconfig is unable to locate the .config file for your running
1388   kernel and will use defaults, as briefly outlined in the guide. In that case
1389   check if your distribution ships the configuration somewhere and manually put
1390   it in the right place (e.g. '~/linux/.config') if it does. On distributions
1391   where /proc/config.gz exists this can be achieved using this command::
1392 
1393     zcat /proc/config.gz > .config
1394 
1395   Once you put it there, run ``make olddefconfig`` again to adjust it to the
1396   needs of the kernel about to be built.
1397 
1398 Note, the olddefconfig target will set any undefined build options to their
1399 default value. If you prefer to set such configuration options manually, use
1400 ``make oldconfig`` instead. Then for each undefined configuration option you
1401 will be asked how to proceed; in case you are unsure what to answer, simply hit
1402 'enter' to apply the default value. Note though that for bisections you normally
1403 want to go with the defaults, as you otherwise might enable a new feature that
1404 causes a problem looking like regressions (for example due to security
1405 restrictions).
1406 
1407 Occasionally odd things happen when trying to use a config file prepared for one
1408 kernel (say 6.1) on an older mainline release -- especially if it is much older
1409 (say 5.15). That's one of the reasons why the previous step in the guide told
1410 you to boot the kernel where everything works. If you manually add a .config
1411 file you thus want to ensure it's from the working kernel and not from a one
1412 that shows the regression.
1413 
1414 In case you want to build kernels for another machine, locate its kernel build
1415 configuration; usually ``ls /boot/config-$(uname -r)`` will print its name. Copy
1416 that file to the build machine and store it as ~/linux/.config; afterwards run
1417 ``make olddefconfig`` to adjust it.
1418 
1419 [:ref:`back to step-by-step guide <oldconfig_bissbs>`]
1420 
1421 .. _localmodconfig_bisref:
1422 
1423 Trim the build configuration for your kernel
1424 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1425 
1426   *Disable any kernel modules apparently superfluous for your setup.*
1427   [:ref:`... <localmodconfig_bissbs>`]
1428 
1429 As explained briefly in the step-by-step guide already: with localmodconfig it
1430 can easily happen that your self-built kernels will lack modules for tasks you
1431 did not perform at least once before utilizing this make target. That happens
1432 when a task requires kernel modules which are only autoloaded when you execute
1433 it for the first time. So when you never performed that task since starting your
1434 kernel the modules will not have been loaded -- and from localmodonfig's point
1435 of view look superfluous, which thus disables them to reduce the amount of code
1436 to be compiled.
1437 
1438 You can try to avoid this by performing typical tasks that often will autoload
1439 additional kernel modules: start a VM, establish VPN connections, loop-mount a
1440 CD/DVD ISO, mount network shares (CIFS, NFS, ...), and connect all external
1441 devices (2FA keys, headsets, webcams, ...) as well as storage devices with file
1442 systems you otherwise do not utilize (btrfs, ext4, FAT, NTFS, XFS, ...). But it
1443 is hard to think of everything that might be needed -- even kernel developers
1444 often forget one thing or another at this point.
1445 
1446 Do not let that risk bother you, especially when compiling a kernel only for
1447 testing purposes: everything typically crucial will be there. And if you forget
1448 something important you can turn on a missing feature manually later and quickly
1449 run the commands again to compile and install a kernel that has everything you
1450 need.
1451 
1452 But if you plan to build and use self-built kernels regularly, you might want to
1453 reduce the risk by recording which modules your system loads over the course of
1454 a few weeks. You can automate this with `modprobed-db
1455 <https://github.com/graysky2/modprobed-db>`_. Afterwards use ``LSMOD=<path>`` to
1456 point localmodconfig to the list of modules modprobed-db noticed being used::
1457 
1458   yes '' | make LSMOD='${HOME}'/.config/modprobed.db localmodconfig
1459 
1460 That parameter also allows you to build trimmed kernels for another machine in
1461 case you copied a suitable .config over to use as base (see previous step). Just
1462 run ``lsmod > lsmod_foo-machine`` on that system and copy the generated file to
1463 your build's host home directory. Then run these commands instead of the one the
1464 step-by-step guide mentions::
1465 
1466   yes '' | make LSMOD=~/lsmod_foo-machine localmodconfig
1467 
1468 [:ref:`back to step-by-step guide <localmodconfig_bissbs>`]
1469 
1470 .. _tagging_bisref:
1471 
1472 Tag the kernels about to be build
1473 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1474 
1475   *Ensure all the kernels you will build are clearly identifiable using a
1476   special tag and a unique version identifier.* [:ref:`... <tagging_bissbs>`]
1477 
1478 This allows you to differentiate your distribution's kernels from those created
1479 during this process, as the file or directories for the latter will contain
1480 '-local' in the name; it also helps picking the right entry in the boot menu and
1481 not lose track of you kernels, as their version numbers will look slightly
1482 confusing during the bisection.
1483 
1484 [:ref:`back to step-by-step guide <tagging_bissbs>`]
1485 
1486 .. _debugsymbols_bisref:
1487 
1488 Decide to enable or disable debug symbols
1489 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1490 
1491   *Decide how to handle debug symbols.* [:ref:`... <debugsymbols_bissbs>`]
1492 
1493 Having debug symbols available can be important when your kernel throws a
1494 'panic', 'Oops', 'warning', or 'BUG' later when running, as then you will be
1495 able to find the exact place where the problem occurred in the code. But
1496 collecting and embedding the needed debug information takes time and consumes
1497 quite a bit of space: in late 2022 the build artifacts for a typical x86 kernel
1498 trimmed with localmodconfig consumed around 5 Gigabyte of space with debug
1499 symbols, but less than 1 when they were disabled. The resulting kernel image and
1500 modules are bigger as well, which increases storage requirements for /boot/ and
1501 load times.
1502 
1503 In case you want a small kernel and are unlikely to decode a stack trace later,
1504 you thus might want to disable debug symbols to avoid those downsides. If it
1505 later turns out that you need them, just enable them as shown and rebuild the
1506 kernel.
1507 
1508 You on the other hand definitely want to enable them for this process, if there
1509 is a decent chance that you need to decode a stack trace later. The section
1510 'Decode failure messages' in Documentation/admin-guide/reporting-issues.rst
1511 explains this process in more detail.
1512 
1513 [:ref:`back to step-by-step guide <debugsymbols_bissbs>`]
1514 
1515 .. _configmods_bisref:
1516 
1517 Adjust build configuration
1518 ~~~~~~~~~~~~~~~~~~~~~~~~~~
1519 
1520   *Check if you may want or need to adjust some other kernel configuration
1521   options:*
1522 
1523 Depending on your needs you at this point might want or have to adjust some
1524 kernel configuration options.
1525 
1526 .. _configmods_distros_bisref:
1527 
1528 Distro specific adjustments
1529 """""""""""""""""""""""""""
1530 
1531   *Are you running* [:ref:`... <configmods_bissbs>`]
1532 
1533 The following sections help you to avoid build problems that are known to occur
1534 when following this guide on a few commodity distributions.
1535 
1536 **Debian:**
1537 
1538 * Remove a stale reference to a certificate file that would cause your build to
1539   fail::
1540 
1541    ./scripts/config --set-str SYSTEM_TRUSTED_KEYS ''
1542 
1543   Alternatively, download the needed certificate and make that configuration
1544   option point to it, as `the Debian handbook explains in more detail
1545   <https://debian-handbook.info/browse/stable/sect.kernel-compilation.html>`_
1546   -- or generate your own, as explained in
1547   Documentation/admin-guide/module-signing.rst.
1548 
1549 [:ref:`back to step-by-step guide <configmods_bissbs>`]
1550 
1551 .. _configmods_individual_bisref:
1552 
1553 Individual adjustments
1554 """"""""""""""""""""""
1555 
1556   *If you want to influence the other aspects of the configuration, do so
1557   now.* [:ref:`... <configmods_bissbs>`]
1558 
1559 At this point you can use a command like ``make menuconfig`` or ``make nconfig``
1560 to enable or disable certain features using a text-based user interface; to use
1561 a graphical configuration utility, run ``make xconfig`` instead. Both of them
1562 require development libraries from toolkits they are rely on (ncurses
1563 respectively Qt5 or Qt6); an error message will tell you if something required
1564 is missing.
1565 
1566 [:ref:`back to step-by-step guide <configmods_bissbs>`]
1567 
1568 .. _saveconfig_bisref:
1569 
1570 Put the .config file aside
1571 ~~~~~~~~~~~~~~~~~~~~~~~~~~
1572 
1573   *Reprocess the .config after the latest changes and store it in a safe place.*
1574   [:ref:`... <saveconfig_bissbs>`]
1575 
1576 Put the .config you prepared aside, as you want to copy it back to the build
1577 directory every time during this guide before you start building another
1578 kernel. That's because going back and forth between different versions can alter
1579 .config files in odd ways; those occasionally cause side effects that could
1580 confuse testing or in some cases render the result of your bisection
1581 meaningless.
1582 
1583 [:ref:`back to step-by-step guide <saveconfig_bissbs>`]
1584 
1585 .. _introlatestcheck_bisref:
1586 
1587 Try to reproduce the problem with the latest codebase
1588 -----------------------------------------------------
1589 
1590   *Verify the regression is not caused by some .config change and check if it
1591   still occurs with the latest codebase.* [:ref:`... <introlatestcheck_bissbs>`]
1592 
1593 For some readers it might seem unnecessary to check the latest codebase at this
1594 point, especially if you did that already with a kernel prepared by your
1595 distributor or face a regression within a stable/longterm series. But it's
1596 highly recommended for these reasons:
1597 
1598 * You will run into any problems caused by your setup before you actually begin
1599   a bisection. That will make it a lot easier to differentiate between 'this
1600   most likely is some problem in my setup' and 'this change needs to be skipped
1601   during the bisection, as the kernel sources at that stage contain an unrelated
1602   problem that causes building or booting to fail'.
1603 
1604 * These steps will rule out if your problem is caused by some change in the
1605   build configuration between the 'working' and the 'broken' kernel. This for
1606   example can happen when your distributor enabled an additional security
1607   feature in the newer kernel which was disabled or not yet supported by the
1608   older kernel. That security feature might get into the way of something you
1609   do -- in which case your problem from the perspective of the Linux kernel
1610   upstream developers is not a regression, as
1611   Documentation/admin-guide/reporting-regressions.rst explains in more detail.
1612   You thus would waste your time if you'd try to bisect this.
1613 
1614 * If the cause for your regression was already fixed in the latest mainline
1615   codebase, you'd perform the bisection for nothing. This holds true for a
1616   regression you encountered with a stable/longterm release as well, as they are
1617   often caused by problems in mainline changes that were backported -- in which
1618   case the problem will have to be fixed in mainline first. Maybe it already was
1619   fixed there and the fix is already in the process of being backported.
1620 
1621 * For regressions within a stable/longterm series it's furthermore crucial to
1622   know if the issue is specific to that series or also happens in the mainline
1623   kernel, as the report needs to be sent to different people:
1624 
1625   * Regressions specific to a stable/longterm series are the stable team's
1626     responsibility; mainline Linux developers might or might not care.
1627 
1628   * Regressions also happening in mainline are something the regular Linux
1629     developers and maintainers have to handle; the stable team does not care
1630     and does not need to be involved in the report, they just should be told
1631     to backport the fix once it's ready.
1632 
1633   Your report might be ignored if you send it to the wrong party -- and even
1634   when you get a reply there is a decent chance that developers tell you to
1635   evaluate which of the two cases it is before they take a closer look.
1636 
1637 [:ref:`back to step-by-step guide <introlatestcheck_bissbs>`]
1638 
1639 .. _checkoutmaster_bisref:
1640 
1641 Check out the latest Linux codebase
1642 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1643 
1644   *Check out the latest Linux codebase.*
1645   [:ref:`... <checkoutmaster_bissbs>`]
1646 
1647 In case you later want to recheck if an ever newer codebase might fix the
1648 problem, remember to run that ``git fetch --shallow-exclude [...]`` command
1649 again mentioned earlier to update your local Git repository.
1650 
1651 [:ref:`back to step-by-step guide <checkoutmaster_bissbs>`]
1652 
1653 .. _build_bisref:
1654 
1655 Build your kernel
1656 ~~~~~~~~~~~~~~~~~
1657 
1658   *Build the image and the modules of your first kernel using the config file
1659   you prepared.* [:ref:`... <build_bissbs>`]
1660 
1661 A lot can go wrong at this stage, but the instructions below will help you help
1662 yourself. Another subsection explains how to directly package your kernel up as
1663 deb, rpm or tar file.
1664 
1665 Dealing with build errors
1666 """""""""""""""""""""""""
1667 
1668 When a build error occurs, it might be caused by some aspect of your machine's
1669 setup that often can be fixed quickly; other times though the problem lies in
1670 the code and can only be fixed by a developer. A close examination of the
1671 failure messages coupled with some research on the internet will often tell you
1672 which of the two it is. To perform such investigation, restart the build
1673 process like this::
1674 
1675   make V=1
1676 
1677 The ``V=1`` activates verbose output, which might be needed to see the actual
1678 error. To make it easier to spot, this command also omits the ``-j $(nproc
1679 --all)`` used earlier to utilize every CPU core in the system for the job -- but
1680 this parallelism also results in some clutter when failures occur.
1681 
1682 After a few seconds the build process should run into the error again. Now try
1683 to find the most crucial line describing the problem. Then search the internet
1684 for the most important and non-generic section of that line (say 4 to 8 words);
1685 avoid or remove anything that looks remotely system-specific, like your username
1686 or local path names like ``/home/username/linux/``. First try your regular
1687 internet search engine with that string, afterwards search Linux kernel mailing
1688 lists via `lore.kernel.org/all/ <https://lore.kernel.org/all/>`_.
1689 
1690 This most of the time will find something that will explain what is wrong; quite
1691 often one of the hits will provide a solution for your problem, too. If you
1692 do not find anything that matches your problem, try again from a different angle
1693 by modifying your search terms or using another line from the error messages.
1694 
1695 In the end, most issues you run into have likely been encountered and
1696 reported by others already. That includes issues where the cause is not your
1697 system, but lies in the code. If you run into one of those, you might thus find
1698 a solution (e.g. a patch) or workaround for your issue, too.
1699 
1700 Package your kernel up
1701 """"""""""""""""""""""
1702 
1703 The step-by-step guide uses the default make targets (e.g. 'bzImage' and
1704 'modules' on x86) to build the image and the modules of your kernel, which later
1705 steps of the guide then install. You instead can also directly build everything
1706 and directly package it up by using one of the following targets:
1707 
1708 * ``make -j $(nproc --all) bindeb-pkg`` to generate a deb package
1709 
1710 * ``make -j $(nproc --all) binrpm-pkg`` to generate a rpm package
1711 
1712 * ``make -j $(nproc --all) tarbz2-pkg`` to generate a bz2 compressed tarball
1713 
1714 This is just a selection of available make targets for this purpose, see
1715 ``make help`` for others. You can also use these targets after running
1716 ``make -j $(nproc --all)``, as they will pick up everything already built.
1717 
1718 If you employ the targets to generate deb or rpm packages, ignore the
1719 step-by-step guide's instructions on installing and removing your kernel;
1720 instead install and remove the packages using the package utility for the format
1721 (e.g. dpkg and rpm) or a package management utility build on top of them (apt,
1722 aptitude, dnf/yum, zypper, ...). Be aware that the packages generated using
1723 these two make targets are designed to work on various distributions utilizing
1724 those formats, they thus will sometimes behave differently than your
1725 distribution's kernel packages.
1726 
1727 [:ref:`back to step-by-step guide <build_bissbs>`]
1728 
1729 .. _install_bisref:
1730 
1731 Put the kernel in place
1732 ~~~~~~~~~~~~~~~~~~~~~~~
1733 
1734   *Install the kernel you just built.* [:ref:`... <install_bissbs>`]
1735 
1736 What you need to do after executing the command in the step-by-step guide
1737 depends on the existence and the implementation of ``/sbin/installkernel``
1738 executable on your distribution.
1739 
1740 If installkernel is found, the kernel's build system will delegate the actual
1741 installation of your kernel image to this executable, which then performs some
1742 or all of these tasks:
1743 
1744 * On almost all Linux distributions installkernel will store your kernel's
1745   image in /boot/, usually as '/boot/vmlinuz-<kernelrelease_id>'; often it will
1746   put a 'System.map-<kernelrelease_id>' alongside it.
1747 
1748 * On most distributions installkernel will then generate an 'initramfs'
1749   (sometimes also called 'initrd'), which usually are stored as
1750   '/boot/initramfs-<kernelrelease_id>.img' or
1751   '/boot/initrd-<kernelrelease_id>'. Commodity distributions rely on this file
1752   for booting, hence ensure to execute the make target 'modules_install' first,
1753   as your distribution's initramfs generator otherwise will be unable to find
1754   the modules that go into the image.
1755 
1756 * On some distributions installkernel will then add an entry for your kernel
1757   to your bootloader's configuration.
1758 
1759 You have to take care of some or all of the tasks yourself, if your
1760 distribution lacks a installkernel script or does only handle part of them.
1761 Consult the distribution's documentation for details. If in doubt, install the
1762 kernel manually::
1763 
1764    sudo install -m 0600 $(make -s image_name) /boot/vmlinuz-$(make -s kernelrelease)
1765    sudo install -m 0600 System.map /boot/System.map-$(make -s kernelrelease)
1766 
1767 Now generate your initramfs using the tools your distribution provides for this
1768 process. Afterwards add your kernel to your bootloader configuration and reboot.
1769 
1770 [:ref:`back to step-by-step guide <install_bissbs>`]
1771 
1772 .. _storagespace_bisref:
1773 
1774 Storage requirements per kernel
1775 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1776 
1777   *Check how much storage space the kernel, its modules, and other related files
1778   like the initramfs consume.* [:ref:`... <storagespace_bissbs>`]
1779 
1780 The kernels built during a bisection consume quite a bit of space in /boot/ and
1781 /lib/modules/, especially if you enabled debug symbols. That makes it easy to
1782 fill up volumes during a bisection -- and due to that even kernels which used to
1783 work earlier might fail to boot. To prevent that you will need to know how much
1784 space each installed kernel typically requires.
1785 
1786 Note, most of the time the pattern '/boot/*$(make -s kernelrelease)*' used in
1787 the guide will match all files needed to boot your kernel -- but neither the
1788 path nor the naming scheme are mandatory. On some distributions you thus will
1789 need to look in different places.
1790 
1791 [:ref:`back to step-by-step guide <storagespace_bissbs>`]
1792 
1793 .. _tainted_bisref:
1794 
1795 Check if your newly built kernel considers itself 'tainted'
1796 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1797 
1798   *Check if the kernel marked itself as 'tainted'.*
1799   [:ref:`... <tainted_bissbs>`]
1800 
1801 Linux marks itself as tainted when something happens that potentially leads to
1802 follow-up errors that look totally unrelated. That is why developers might
1803 ignore or react scantly to reports from tainted kernels -- unless of course the
1804 kernel set the flag right when the reported bug occurred.
1805 
1806 That's why you want check why a kernel is tainted as explained in
1807 Documentation/admin-guide/tainted-kernels.rst; doing so is also in your own
1808 interest, as your testing might be flawed otherwise.
1809 
1810 [:ref:`back to step-by-step guide <tainted_bissbs>`]
1811 
1812 .. _recheckbroken_bisref:
1813 
1814 Check the kernel built from a recent mainline codebase
1815 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1816 
1817   *Verify if your bug occurs with the newly built kernel.*
1818   [:ref:`... <recheckbroken_bissbs>`]
1819 
1820 There are a couple of reasons why your bug or regression might not show up with
1821 the kernel you built from the latest codebase. These are the most frequent:
1822 
1823 * The bug was fixed meanwhile.
1824 
1825 * What you suspected to be a regression was caused by a change in the build
1826   configuration the provider of your kernel carried out.
1827 
1828 * Your problem might be a race condition that does not show up with your kernel;
1829   the trimmed build configuration, a different setting for debug symbols, the
1830   compiler used, and various other things can cause this.
1831 
1832 * In case you encountered the regression with a stable/longterm kernel it might
1833   be a problem that is specific to that series; the next step in this guide will
1834   check this.
1835 
1836 [:ref:`back to step-by-step guide <recheckbroken_bissbs>`]
1837 
1838 .. _recheckstablebroken_bisref:
1839 
1840 Check the kernel built from the latest stable/longterm codebase
1841 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1842 
1843   *Are you facing a regression within a stable/longterm release, but failed to
1844   reproduce it with the kernel you just built using the latest mainline sources?
1845   Then check if the latest codebase for the particular series might already fix
1846   the problem.* [:ref:`... <recheckstablebroken_bissbs>`]
1847 
1848 If this kernel does not show the regression either, there most likely is no need
1849 for a bisection.
1850 
1851 [:ref:`back to step-by-step guide <recheckstablebroken_bissbs>`]
1852 
1853 .. _introworkingcheck_bisref:
1854 
1855 Ensure the 'good' version is really working well
1856 ------------------------------------------------
1857 
1858   *Check if the kernels you build work fine.*
1859   [:ref:`... <introworkingcheck_bissbs>`]
1860 
1861 This section will reestablish a known working base. Skipping it might be
1862 appealing, but is usually a bad idea, as it does something important:
1863 
1864 It will ensure the .config file you prepared earlier actually works as expected.
1865 That is in your own interest, as trimming the configuration is not foolproof --
1866 and you might be building and testing ten or more kernels for nothing before
1867 starting to suspect something might be wrong with the build configuration.
1868 
1869 That alone is reason enough to spend the time on this, but not the only reason.
1870 
1871 Many readers of this guide normally run kernels that are patched, use add-on
1872 modules, or both. Those kernels thus are not considered 'vanilla' -- therefore
1873 it's possible that the thing that regressed might never have worked in vanilla
1874 builds of the 'good' version in the first place.
1875 
1876 There is a third reason for those that noticed a regression between
1877 stable/longterm kernels of different series (e.g. 6.0.13..6.1.5): it will
1878 ensure the kernel version you assumed to be 'good' earlier in the process (e.g.
1879 6.0) actually is working.
1880 
1881 [:ref:`back to step-by-step guide <introworkingcheck_bissbs>`]
1882 
1883 .. _recheckworking_bisref:
1884 
1885 Build your own version of the 'good' kernel
1886 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1887 
1888   *Build your own variant of the working kernel and check if the feature that
1889   regressed works as expected with it.* [:ref:`... <recheckworking_bissbs>`]
1890 
1891 In case the feature that broke with newer kernels does not work with your first
1892 self-built kernel, find and resolve the cause before moving on. There are a
1893 multitude of reasons why this might happen. Some ideas where to look:
1894 
1895 * Check the taint status and the output of ``dmesg``, maybe something unrelated
1896   went wrong.
1897 
1898 * Maybe localmodconfig did something odd and disabled the module required to
1899   test the feature? Then you might want to recreate a .config file based on the
1900   one from the last working kernel and skip trimming it down; manually disabling
1901   some features in the .config might work as well to reduce the build time.
1902 
1903 * Maybe it's not a kernel regression and something that is caused by some fluke,
1904   a broken initramfs (also known as initrd), new firmware files, or an updated
1905   userland software?
1906 
1907 * Maybe it was a feature added to your distributor's kernel which vanilla Linux
1908   at that point never supported?
1909 
1910 Note, if you found and fixed problems with the .config file, you want to use it
1911 to build another kernel from the latest codebase, as your earlier tests with
1912 mainline and the latest version from an affected stable/longterm series were
1913 most likely flawed.
1914 
1915 [:ref:`back to step-by-step guide <recheckworking_bissbs>`]
1916 
1917 Perform a bisection and validate the result
1918 -------------------------------------------
1919 
1920   *With all the preparations and precaution builds taken care of, you are now
1921   ready to begin the bisection.* [:ref:`... <introbisect_bissbs>`]
1922 
1923 The steps in this segment perform and validate the bisection.
1924 
1925 [:ref:`back to step-by-step guide <introbisect_bissbs>`].
1926 
1927 .. _bisectstart_bisref:
1928 
1929 Start the bisection
1930 ~~~~~~~~~~~~~~~~~~~
1931 
1932   *Start the bisection and tell Git about the versions earlier established as
1933   'good' and 'bad'.* [:ref:`... <bisectstart_bissbs>`]
1934 
1935 This will start the bisection process; the last of the commands will make Git
1936 check out a commit round about half-way between the 'good' and the 'bad' changes
1937 for you to test.
1938 
1939 [:ref:`back to step-by-step guide <bisectstart_bissbs>`]
1940 
1941 .. _bisectbuild_bisref:
1942 
1943 Build a kernel from the bisection point
1944 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1945 
1946   *Build, install, and boot a kernel from the code Git checked out using the
1947   same commands you used earlier.* [:ref:`... <bisectbuild_bissbs>`]
1948 
1949 There are two things worth of note here:
1950 
1951 * Occasionally building the kernel will fail or it might not boot due some
1952   problem in the code at the bisection point. In that case run this command::
1953 
1954     git bisect skip
1955 
1956   Git will then check out another commit nearby which with a bit of luck should
1957   work better. Afterwards restart executing this step.
1958 
1959 * Those slightly odd looking version identifiers can happen during bisections,
1960   because the Linux kernel subsystems prepare their changes for a new mainline
1961   release (say 6.2) before its predecessor (e.g. 6.1) is finished. They thus
1962   base them on a somewhat earlier point like 6.1-rc1 or even 6.0 -- and then
1963   get merged for 6.2 without rebasing nor squashing them once 6.1 is out. This
1964   leads to those slightly odd looking version identifiers coming up during
1965   bisections.
1966 
1967 [:ref:`back to step-by-step guide <bisectbuild_bissbs>`]
1968 
1969 .. _bisecttest_bisref:
1970 
1971 Bisection checkpoint
1972 ~~~~~~~~~~~~~~~~~~~~
1973 
1974   *Check if the feature that regressed works in the kernel you just built.*
1975   [:ref:`... <bisecttest_bissbs>`]
1976 
1977 Ensure what you tell Git is accurate: getting it wrong just one time will bring
1978 the rest of the bisection totally off course, hence all testing after that point
1979 will be for nothing.
1980 
1981 [:ref:`back to step-by-step guide <bisecttest_bissbs>`]
1982 
1983 .. _bisectlog_bisref:
1984 
1985 Put the bisection log away
1986 ~~~~~~~~~~~~~~~~~~~~~~~~~~
1987 
1988   *Store Git's bisection log and the current .config file in a safe place.*
1989   [:ref:`... <bisectlog_bissbs>`]
1990 
1991 As indicated above: declaring just one kernel wrongly as 'good' or 'bad' will
1992 render the end result of a bisection useless. In that case you'd normally have
1993 to restart the bisection from scratch. The log can prevent that, as it might
1994 allow someone to point out where a bisection likely went sideways -- and then
1995 instead of testing ten or more kernels you might only have to build a few to
1996 resolve things.
1997 
1998 The .config file is put aside, as there is a decent chance that developers might
1999 ask for it after you report the regression.
2000 
2001 [:ref:`back to step-by-step guide <bisectlog_bissbs>`]
2002 
2003 .. _revert_bisref:
2004 
2005 Try reverting the culprit
2006 ~~~~~~~~~~~~~~~~~~~~~~~~~
2007 
2008   *Try reverting the culprit on top of the latest codebase to see if this fixes
2009   your regression.* [:ref:`... <revert_bissbs>`]
2010 
2011 This is an optional step, but whenever possible one you should try: there is a
2012 decent chance that developers will ask you to perform this step when you bring
2013 the bisection result up. So give it a try, you are in the flow already, building
2014 one more kernel shouldn't be a big deal at this point.
2015 
2016 The step-by-step guide covers everything relevant already except one slightly
2017 rare thing: did you bisected a regression that also happened with mainline using
2018 a stable/longterm series, but Git failed to revert the commit in mainline? Then
2019 try to revert the culprit in the affected stable/longterm series -- and if that
2020 succeeds, test that kernel version instead.
2021 
2022 [:ref:`back to step-by-step guide <revert_bissbs>`]
2023 
2024 Cleanup steps during and after following this guide
2025 ---------------------------------------------------
2026 
2027   *During and after following this guide you might want or need to remove some
2028   of the kernels you installed.* [:ref:`... <introclosure_bissbs>`]
2029 
2030 The steps in this section describe clean-up procedures.
2031 
2032 [:ref:`back to step-by-step guide <introclosure_bissbs>`].
2033 
2034 .. _makeroom_bisref:
2035 
2036 Cleaning up during the bisection
2037 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2038 
2039   *To remove one of the kernels you installed, look up its 'kernelrelease'
2040   identifier.* [:ref:`... <makeroom_bissbs>`]
2041 
2042 The kernels you install during this process are easy to remove later, as its
2043 parts are only stored in two places and clearly identifiable. You thus do not
2044 need to worry to mess up your machine when you install a kernel manually (and
2045 thus bypass your distribution's packaging system): all parts of your kernels are
2046 relatively easy to remove later.
2047 
2048 One of the two places is a directory in /lib/modules/, which holds the modules
2049 for each installed kernel. This directory is named after the kernel's release
2050 identifier; hence, to remove all modules for one of the kernels you built,
2051 simply remove its modules directory in /lib/modules/.
2052 
2053 The other place is /boot/, where typically two up to five files will be placed
2054 during installation of a kernel. All of them usually contain the release name in
2055 their file name, but how many files and their exact names depend somewhat on
2056 your distribution's installkernel executable and its initramfs generator. On
2057 some distributions the ``kernel-install remove...`` command mentioned in the
2058 step-by-step guide will delete all of these files for you while also removing
2059 the menu entry for the kernel from your bootloader configuration. On others you
2060 have to take care of these two tasks yourself. The following command should
2061 interactively remove the three main files of a kernel with the release name
2062 '6.0-rc1-local-gcafec0cacaca0'::
2063 
2064   rm -i /boot/{System.map,vmlinuz,initr}-6.0-rc1-local-gcafec0cacaca0
2065 
2066 Afterwards check for other files in /boot/ that have
2067 '6.0-rc1-local-gcafec0cacaca0' in their name and consider deleting them as well.
2068 Now remove the boot entry for the kernel from your bootloader's configuration;
2069 the steps to do that vary quite a bit between Linux distributions.
2070 
2071 Note, be careful with wildcards like '*' when deleting files or directories
2072 for kernels manually: you might accidentally remove files of a 6.0.13 kernel
2073 when all you want is to remove 6.0 or 6.0.1.
2074 
2075 [:ref:`back to step-by-step guide <makeroom_bissbs>`]
2076 
2077 Cleaning up after the bisection
2078 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2079 
2080 .. _finishingtouch_bisref:
2081 
2082   *Once you have finished the bisection, do not immediately remove anything
2083   you set up, as you might need a few things again.*
2084   [:ref:`... <finishingtouch_bissbs>`]
2085 
2086 When you are really short of storage space removing the kernels as described in
2087 the step-by-step guide might not free as much space as you would like. In that
2088 case consider running ``rm -rf ~/linux/*`` as well now. This will remove the
2089 build artifacts and the Linux sources, but will leave the Git repository
2090 (~/linux/.git/) behind -- a simple ``git reset --hard`` thus will bring the
2091 sources back.
2092 
2093 Removing the repository as well would likely be unwise at this point: there
2094 is a decent chance developers will ask you to build another kernel to
2095 perform additional tests -- like testing a debug patch or a proposed fix.
2096 Details on how to perform those can be found in the section :ref:`Optional
2097 tasks: test reverts, patches, or later versions <introoptional_bissbs>`.
2098 
2099 Additional tests are also the reason why you want to keep the
2100 ~/kernel-config-working file around for a few weeks.
2101 
2102 [:ref:`back to step-by-step guide <finishingtouch_bissbs>`]
2103 
2104 .. _introoptional_bisref:
2105 
2106 Test reverts, patches, or later versions
2107 ----------------------------------------
2108 
2109   *While or after reporting a bug, you might want or potentially will be asked
2110   to test reverts, patches, proposed fixes, or other versions.*
2111   [:ref:`... <introoptional_bissbs>`]
2112 
2113 All the commands used in this section should be pretty straight forward, so
2114 there is not much to add except one thing: when setting a kernel tag as
2115 instructed, ensure it is not much longer than the one used in the example, as
2116 problems will arise if the kernelrelease identifier exceeds 63 characters.
2117 
2118 [:ref:`back to step-by-step guide <introoptional_bissbs>`].
2119 
2120 
2121 Additional information
2122 ======================
2123 
2124 .. _buildhost_bis:
2125 
2126 Build kernels on a different machine
2127 ------------------------------------
2128 
2129 To compile kernels on another system, slightly alter the step-by-step guide's
2130 instructions:
2131 
2132 * Start following the guide on the machine where you want to install and test
2133   the kernels later.
2134 
2135 * After executing ':ref:`Boot into the working kernel and briefly use the
2136   apparently broken feature <bootworking_bissbs>`', save the list of loaded
2137   modules to a file using ``lsmod > ~/test-machine-lsmod``. Then locate the
2138   build configuration for the running kernel (see ':ref:`Start defining the
2139   build configuration for your kernel <oldconfig_bisref>`' for hints on where
2140   to find it) and store it as '~/test-machine-config-working'. Transfer both
2141   files to the home directory of your build host.
2142 
2143 * Continue the guide on the build host (e.g. with ':ref:`Ensure to have enough
2144   free space for building [...] <diskspace_bissbs>`').
2145 
2146 * When you reach ':ref:`Start preparing a kernel build configuration[...]
2147   <oldconfig_bissbs>`': before running ``make olddefconfig`` for the first time,
2148   execute the following command to base your configuration on the one from the
2149   test machine's 'working' kernel::
2150 
2151     cp ~/test-machine-config-working ~/linux/.config
2152 
2153 * During the next step to ':ref:`disable any apparently superfluous kernel
2154   modules <localmodconfig_bissbs>`' use the following command instead::
2155 
2156     yes '' | make localmodconfig LSMOD=~/lsmod_foo-machine localmodconfig
2157 
2158 * Continue the guide, but ignore the instructions outlining how to compile,
2159   install, and reboot into a kernel every time they come up. Instead build
2160   like this::
2161 
2162     cp ~/kernel-config-working .config
2163     make olddefconfig &&
2164     make -j $(nproc --all) targz-pkg
2165 
2166   This will generate a gzipped tar file whose name is printed in the last
2167   line shown; for example, a kernel with the kernelrelease identifier
2168   '6.0.0-rc1-local-g928a87efa423' built for x86 machines usually will
2169   be stored as '~/linux/linux-6.0.0-rc1-local-g928a87efa423-x86.tar.gz'.
2170 
2171   Copy that file to your test machine's home directory.
2172 
2173 * Switch to the test machine to check if you have enough space to hold another
2174   kernel. Then extract the file you transferred::
2175 
2176     sudo tar -xvzf ~/linux-6.0.0-rc1-local-g928a87efa423-x86.tar.gz -C /
2177 
2178   Afterwards :ref:`generate the initramfs and add the kernel to your boot
2179   loader's configuration <install_bisref>`; on some distributions the following
2180   command will take care of both these tasks::
2181 
2182     sudo /sbin/installkernel 6.0.0-rc1-local-g928a87efa423 /boot/vmlinuz-6.0.0-rc1-local-g928a87efa423
2183 
2184   Now reboot and ensure you started the intended kernel.
2185 
2186 This approach even works when building for another architecture: just install
2187 cross-compilers and add the appropriate parameters to every invocation of make
2188 (e.g. ``make ARCH=arm64 CROSS_COMPILE=aarch64-linux-gnu- [...]``).
2189 
2190 Additional reading material
2191 ---------------------------
2192 
2193 * The `man page for 'git bisect' <https://git-scm.com/docs/git-bisect>`_ and
2194   `fighting regressions with 'git bisect' <https://git-scm.com/docs/git-bisect-lk2009.html>`_
2195   in the Git documentation.
2196 * `Working with git bisect <https://nathanchance.dev/posts/working-with-git-bisect/>`_
2197   from kernel developer Nathan Chancellor.
2198 * `Using Git bisect to figure out when brokenness was introduced <http://webchick.net/node/99>`_.
2199 * `Fully automated bisecting with 'git bisect run' <https://lwn.net/Articles/317154>`_.
2200 
2201 ..
2202    end-of-content
2203 ..
2204    This document is maintained by Thorsten Leemhuis <linux@leemhuis.info>. If
2205    you spot a typo or small mistake, feel free to let him know directly and
2206    he'll fix it. You are free to do the same in a mostly informal way if you
2207    want to contribute changes to the text -- but for copyright reasons please CC
2208    linux-doc@vger.kernel.org and 'sign-off' your contribution as
2209    Documentation/process/submitting-patches.rst explains in the section 'Sign
2210    your work - the Developer's Certificate of Origin'.
2211 ..
2212    This text is available under GPL-2.0+ or CC-BY-4.0, as stated at the top
2213    of the file. If you want to distribute this text under CC-BY-4.0 only,
2214    please use 'The Linux kernel development community' for author attribution
2215    and link this as source:
2216    https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git/plain/Documentation/admin-guide/verify-bugs-and-bisect-regressions.rst
2217 
2218 ..
2219    Note: Only the content of this RST file as found in the Linux kernel sources
2220    is available under CC-BY-4.0, as versions of this text that were processed
2221    (for example by the kernel's build system) might contain content taken from
2222    files which use a more restrictive license.

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