1 .. SPDX-License-Identifier: GPL-2.0 2 3 ######### 4 UML HowTo 5 ######### 6 7 .. contents:: :local: 8 9 ************ 10 Introduction 11 ************ 12 13 Welcome to User Mode Linux 14 15 User Mode Linux is the first Open Source virtualization platform (first 16 release date 1991) and second virtualization platform for an x86 PC. 17 18 How is UML Different from a VM using Virtualization package X? 19 ============================================================== 20 21 We have come to assume that virtualization also means some level of 22 hardware emulation. In fact, it does not. As long as a virtualization 23 package provides the OS with devices which the OS can recognize and 24 has a driver for, the devices do not need to emulate real hardware. 25 Most OSes today have built-in support for a number of "fake" 26 devices used only under virtualization. 27 User Mode Linux takes this concept to the ultimate extreme - there 28 is not a single real device in sight. It is 100% artificial or if 29 we use the correct term 100% paravirtual. All UML devices are abstract 30 concepts which map onto something provided by the host - files, sockets, 31 pipes, etc. 32 33 The other major difference between UML and various virtualization 34 packages is that there is a distinct difference between the way the UML 35 kernel and the UML programs operate. 36 The UML kernel is just a process running on Linux - same as any other 37 program. It can be run by an unprivileged user and it does not require 38 anything in terms of special CPU features. 39 The UML userspace, however, is a bit different. The Linux kernel on the 40 host machine assists UML in intercepting everything the program running 41 on a UML instance is trying to do and making the UML kernel handle all 42 of its requests. 43 This is different from other virtualization packages which do not make any 44 difference between the guest kernel and guest programs. This difference 45 results in a number of advantages and disadvantages of UML over let's say 46 QEMU which we will cover later in this document. 47 48 49 Why Would I Want User Mode Linux? 50 ================================= 51 52 53 * If User Mode Linux kernel crashes, your host kernel is still fine. It 54 is not accelerated in any way (vhost, kvm, etc) and it is not trying to 55 access any devices directly. It is, in fact, a process like any other. 56 57 * You can run a usermode kernel as a non-root user (you may need to 58 arrange appropriate permissions for some devices). 59 60 * You can run a very small VM with a minimal footprint for a specific 61 task (for example 32M or less). 62 63 * You can get extremely high performance for anything which is a "kernel 64 specific task" such as forwarding, firewalling, etc while still being 65 isolated from the host kernel. 66 67 * You can play with kernel concepts without breaking things. 68 69 * You are not bound by "emulating" hardware, so you can try weird and 70 wonderful concepts which are very difficult to support when emulating 71 real hardware such as time travel and making your system clock 72 dependent on what UML does (very useful for things like tests). 73 74 * It's fun. 75 76 Why not to run UML 77 ================== 78 79 * The syscall interception technique used by UML makes it inherently 80 slower for any userspace applications. While it can do kernel tasks 81 on par with most other virtualization packages, its userspace is 82 **slow**. The root cause is that UML has a very high cost of creating 83 new processes and threads (something most Unix/Linux applications 84 take for granted). 85 86 * UML is strictly uniprocessor at present. If you want to run an 87 application which needs many CPUs to function, it is clearly the 88 wrong choice. 89 90 *********************** 91 Building a UML instance 92 *********************** 93 94 There is no UML installer in any distribution. While you can use off 95 the shelf install media to install into a blank VM using a virtualization 96 package, there is no UML equivalent. You have to use appropriate tools on 97 your host to build a viable filesystem image. 98 99 This is extremely easy on Debian - you can do it using debootstrap. It is 100 also easy on OpenWRT - the build process can build UML images. All other 101 distros - YMMV. 102 103 Creating an image 104 ================= 105 106 Create a sparse raw disk image:: 107 108 # dd if=/dev/zero of=disk_image_name bs=1 count=1 seek=16G 109 110 This will create a 16G disk image. The OS will initially allocate only one 111 block and will allocate more as they are written by UML. As of kernel 112 version 4.19 UML fully supports TRIM (as usually used by flash drives). 113 Using TRIM inside the UML image by specifying discard as a mount option 114 or by running ``tune2fs -o discard /dev/ubdXX`` will request UML to 115 return any unused blocks to the OS. 116 117 Create a filesystem on the disk image and mount it:: 118 119 # mkfs.ext4 ./disk_image_name && mount ./disk_image_name /mnt 120 121 This example uses ext4, any other filesystem such as ext3, btrfs, xfs, 122 jfs, etc will work too. 123 124 Create a minimal OS installation on the mounted filesystem:: 125 126 # debootstrap buster /mnt http://deb.debian.org/debian 127 128 debootstrap does not set up the root password, fstab, hostname or 129 anything related to networking. It is up to the user to do that. 130 131 Set the root password - the easiest way to do that is to chroot into the 132 mounted image:: 133 134 # chroot /mnt 135 # passwd 136 # exit 137 138 Edit key system files 139 ===================== 140 141 UML block devices are called ubds. The fstab created by debootstrap 142 will be empty and it needs an entry for the root file system:: 143 144 /dev/ubd0 ext4 discard,errors=remount-ro 0 1 145 146 The image hostname will be set to the same as the host on which you 147 are creating its image. It is a good idea to change that to avoid 148 "Oh, bummer, I rebooted the wrong machine". 149 150 UML supports two classes of network devices - the older uml_net ones 151 which are scheduled for obsoletion. These are called ethX. It also 152 supports the newer vector IO devices which are significantly faster 153 and have support for some standard virtual network encapsulations like 154 Ethernet over GRE and Ethernet over L2TPv3. These are called vec0. 155 156 Depending on which one is in use, ``/etc/network/interfaces`` will 157 need entries like:: 158 159 # legacy UML network devices 160 auto eth0 161 iface eth0 inet dhcp 162 163 # vector UML network devices 164 auto vec0 165 iface vec0 inet dhcp 166 167 We now have a UML image which is nearly ready to run, all we need is a 168 UML kernel and modules for it. 169 170 Most distributions have a UML package. Even if you intend to use your own 171 kernel, testing the image with a stock one is always a good start. These 172 packages come with a set of modules which should be copied to the target 173 filesystem. The location is distribution dependent. For Debian these 174 reside under /usr/lib/uml/modules. Copy recursively the content of this 175 directory to the mounted UML filesystem:: 176 177 # cp -rax /usr/lib/uml/modules /mnt/lib/modules 178 179 If you have compiled your own kernel, you need to use the usual "install 180 modules to a location" procedure by running:: 181 182 # make INSTALL_MOD_PATH=/mnt/lib/modules modules_install 183 184 This will install modules into /mnt/lib/modules/$(KERNELRELEASE). 185 To specify the full module installation path, use:: 186 187 # make MODLIB=/mnt/lib/modules modules_install 188 189 At this point the image is ready to be brought up. 190 191 ************************* 192 Setting Up UML Networking 193 ************************* 194 195 UML networking is designed to emulate an Ethernet connection. This 196 connection may be either point-to-point (similar to a connection 197 between machines using a back-to-back cable) or a connection to a 198 switch. UML supports a wide variety of means to build these 199 connections to all of: local machine, remote machine(s), local and 200 remote UML and other VM instances. 201 202 203 +-----------+--------+------------------------------------+------------+ 204 | Transport | Type | Capabilities | Throughput | 205 +===========+========+====================================+============+ 206 | tap | vector | checksum, tso | > 8Gbit | 207 +-----------+--------+------------------------------------+------------+ 208 | hybrid | vector | checksum, tso, multipacket rx | > 6GBit | 209 +-----------+--------+------------------------------------+------------+ 210 | raw | vector | checksum, tso, multipacket rx, tx" | > 6GBit | 211 +-----------+--------+------------------------------------+------------+ 212 | EoGRE | vector | multipacket rx, tx | > 3Gbit | 213 +-----------+--------+------------------------------------+------------+ 214 | Eol2tpv3 | vector | multipacket rx, tx | > 3Gbit | 215 +-----------+--------+------------------------------------+------------+ 216 | bess | vector | multipacket rx, tx | > 3Gbit | 217 +-----------+--------+------------------------------------+------------+ 218 | fd | vector | dependent on fd type | varies | 219 +-----------+--------+------------------------------------+------------+ 220 | vde | vector | dep. on VDE VPN: Virt.Net Locator | varies | 221 +-----------+--------+------------------------------------+------------+ 222 | tuntap | legacy | none | ~ 500Mbit | 223 +-----------+--------+------------------------------------+------------+ 224 | daemon | legacy | none | ~ 450Mbit | 225 +-----------+--------+------------------------------------+------------+ 226 | socket | legacy | none | ~ 450Mbit | 227 +-----------+--------+------------------------------------+------------+ 228 | ethertap | legacy | obsolete | ~ 500Mbit | 229 +-----------+--------+------------------------------------+------------+ 230 | vde | legacy | obsolete | ~ 500Mbit | 231 +-----------+--------+------------------------------------+------------+ 232 233 * All transports which have tso and checksum offloads can deliver speeds 234 approaching 10G on TCP streams. 235 236 * All transports which have multi-packet rx and/or tx can deliver pps 237 rates of up to 1Mps or more. 238 239 * All legacy transports are generally limited to ~600-700MBit and 0.05Mps. 240 241 * GRE and L2TPv3 allow connections to all of: local machine, remote 242 machines, remote network devices and remote UML instances. 243 244 * Socket allows connections only between UML instances. 245 246 * Daemon and bess require running a local switch. This switch may be 247 connected to the host as well. 248 249 250 Network configuration privileges 251 ================================ 252 253 The majority of the supported networking modes need ``root`` privileges. 254 For example, in the legacy tuntap networking mode, users were required 255 to be part of the group associated with the tunnel device. 256 257 For newer network drivers like the vector transports, ``root`` privilege 258 is required to fire an ioctl to setup the tun interface and/or use 259 raw sockets where needed. 260 261 This can be achieved by granting the user a particular capability instead 262 of running UML as root. In case of vector transport, a user can add the 263 capability ``CAP_NET_ADMIN`` or ``CAP_NET_RAW`` to the uml binary. 264 Thenceforth, UML can be run with normal user privilges, along with 265 full networking. 266 267 For example:: 268 269 # sudo setcap cap_net_raw,cap_net_admin+ep linux 270 271 Configuring vector transports 272 =============================== 273 274 All vector transports support a similar syntax: 275 276 If X is the interface number as in vec0, vec1, vec2, etc, the general 277 syntax for options is:: 278 279 vecX:transport="Transport Name",option=value,option=value,...,option=value 280 281 Common options 282 -------------- 283 284 These options are common for all transports: 285 286 * ``depth=int`` - sets the queue depth for vector IO. This is the 287 amount of packets UML will attempt to read or write in a single 288 system call. The default number is 64 and is generally sufficient 289 for most applications that need throughput in the 2-4 Gbit range. 290 Higher speeds may require larger values. 291 292 * ``mac=XX:XX:XX:XX:XX`` - sets the interface MAC address value. 293 294 * ``gro=[0,1]`` - sets GRO off or on. Enables receive/transmit offloads. 295 The effect of this option depends on the host side support in the transport 296 which is being configured. In most cases it will enable TCP segmentation and 297 RX/TX checksumming offloads. The setting must be identical on the host side 298 and the UML side. The UML kernel will produce warnings if it is not. 299 For example, GRO is enabled by default on local machine interfaces 300 (e.g. veth pairs, bridge, etc), so it should be enabled in UML in the 301 corresponding UML transports (raw, tap, hybrid) in order for networking to 302 operate correctly. 303 304 * ``mtu=int`` - sets the interface MTU 305 306 * ``headroom=int`` - adjusts the default headroom (32 bytes) reserved 307 if a packet will need to be re-encapsulated into for instance VXLAN. 308 309 * ``vec=0`` - disable multipacket IO and fall back to packet at a 310 time mode 311 312 Shared Options 313 -------------- 314 315 * ``ifname=str`` Transports which bind to a local network interface 316 have a shared option - the name of the interface to bind to. 317 318 * ``src, dst, src_port, dst_port`` - all transports which use sockets 319 which have the notion of source and destination and/or source port 320 and destination port use these to specify them. 321 322 * ``v6=[0,1]`` to specify if a v6 connection is desired for all 323 transports which operate over IP. Additionally, for transports that 324 have some differences in the way they operate over v4 and v6 (for example 325 EoL2TPv3), sets the correct mode of operation. In the absence of this 326 option, the socket type is determined based on what do the src and dst 327 arguments resolve/parse to. 328 329 tap transport 330 ------------- 331 332 Example:: 333 334 vecX:transport=tap,ifname=tap0,depth=128,gro=1 335 336 This will connect vec0 to tap0 on the host. Tap0 must already exist (for example 337 created using tunctl) and UP. 338 339 tap0 can be configured as a point-to-point interface and given an IP 340 address so that UML can talk to the host. Alternatively, it is possible 341 to connect UML to a tap interface which is connected to a bridge. 342 343 While tap relies on the vector infrastructure, it is not a true vector 344 transport at this point, because Linux does not support multi-packet 345 IO on tap file descriptors for normal userspace apps like UML. This 346 is a privilege which is offered only to something which can hook up 347 to it at kernel level via specialized interfaces like vhost-net. A 348 vhost-net like helper for UML is planned at some point in the future. 349 350 Privileges required: tap transport requires either: 351 352 * tap interface to exist and be created persistent and owned by the 353 UML user using tunctl. Example ``tunctl -u uml-user -t tap0`` 354 355 * binary to have ``CAP_NET_ADMIN`` privilege 356 357 hybrid transport 358 ---------------- 359 360 Example:: 361 362 vecX:transport=hybrid,ifname=tap0,depth=128,gro=1 363 364 This is an experimental/demo transport which couples tap for transmit 365 and a raw socket for receive. The raw socket allows multi-packet 366 receive resulting in significantly higher packet rates than normal tap. 367 368 Privileges required: hybrid requires ``CAP_NET_RAW`` capability by 369 the UML user as well as the requirements for the tap transport. 370 371 raw socket transport 372 -------------------- 373 374 Example:: 375 376 vecX:transport=raw,ifname=p-veth0,depth=128,gro=1 377 378 379 This transport uses vector IO on raw sockets. While you can bind to any 380 interface including a physical one, the most common use it to bind to 381 the "peer" side of a veth pair with the other side configured on the 382 host. 383 384 Example host configuration for Debian: 385 386 **/etc/network/interfaces**:: 387 388 auto veth0 389 iface veth0 inet static 390 address 192.168.4.1 391 netmask 255.255.255.252 392 broadcast 192.168.4.3 393 pre-up ip link add veth0 type veth peer name p-veth0 && \ 394 ifconfig p-veth0 up 395 396 UML can now bind to p-veth0 like this:: 397 398 vec0:transport=raw,ifname=p-veth0,depth=128,gro=1 399 400 401 If the UML guest is configured with 192.168.4.2 and netmask 255.255.255.0 402 it can talk to the host on 192.168.4.1 403 404 The raw transport also provides some support for offloading some of the 405 filtering to the host. The two options to control it are: 406 407 * ``bpffile=str`` filename of raw bpf code to be loaded as a socket filter 408 409 * ``bpfflash=int`` 0/1 allow loading of bpf from inside User Mode Linux. 410 This option allows the use of the ethtool load firmware command to 411 load bpf code. 412 413 In either case the bpf code is loaded into the host kernel. While this is 414 presently limited to legacy bpf syntax (not ebpf), it is still a security 415 risk. It is not recommended to allow this unless the User Mode Linux 416 instance is considered trusted. 417 418 Privileges required: raw socket transport requires `CAP_NET_RAW` 419 capability. 420 421 GRE socket transport 422 -------------------- 423 424 Example:: 425 426 vecX:transport=gre,src=$src_host,dst=$dst_host 427 428 429 This will configure an Ethernet over ``GRE`` (aka ``GRETAP`` or 430 ``GREIRB``) tunnel which will connect the UML instance to a ``GRE`` 431 endpoint at host dst_host. ``GRE`` supports the following additional 432 options: 433 434 * ``rx_key=int`` - GRE 32-bit integer key for rx packets, if set, 435 ``txkey`` must be set too 436 437 * ``tx_key=int`` - GRE 32-bit integer key for tx packets, if set 438 ``rx_key`` must be set too 439 440 * ``sequence=[0,1]`` - enable GRE sequence 441 442 * ``pin_sequence=[0,1]`` - pretend that the sequence is always reset 443 on each packet (needed to interoperate with some really broken 444 implementations) 445 446 * ``v6=[0,1]`` - force IPv4 or IPv6 sockets respectively 447 448 * GRE checksum is not presently supported 449 450 GRE has a number of caveats: 451 452 * You can use only one GRE connection per IP address. There is no way to 453 multiplex connections as each GRE tunnel is terminated directly on 454 the UML instance. 455 456 * The key is not really a security feature. While it was intended as such 457 its "security" is laughable. It is, however, a useful feature to 458 ensure that the tunnel is not misconfigured. 459 460 An example configuration for a Linux host with a local address of 461 192.168.128.1 to connect to a UML instance at 192.168.129.1 462 463 **/etc/network/interfaces**:: 464 465 auto gt0 466 iface gt0 inet static 467 address 10.0.0.1 468 netmask 255.255.255.0 469 broadcast 10.0.0.255 470 mtu 1500 471 pre-up ip link add gt0 type gretap local 192.168.128.1 \ 472 remote 192.168.129.1 || true 473 down ip link del gt0 || true 474 475 Additionally, GRE has been tested versus a variety of network equipment. 476 477 Privileges required: GRE requires ``CAP_NET_RAW`` 478 479 l2tpv3 socket transport 480 ----------------------- 481 482 _Warning_. L2TPv3 has a "bug". It is the "bug" known as "has more 483 options than GNU ls". While it has some advantages, there are usually 484 easier (and less verbose) ways to connect a UML instance to something. 485 For example, most devices which support L2TPv3 also support GRE. 486 487 Example:: 488 489 vec0:transport=l2tpv3,udp=1,src=$src_host,dst=$dst_host,srcport=$src_port,dstport=$dst_port,depth=128,rx_session=0xffffffff,tx_session=0xffff 490 491 This will configure an Ethernet over L2TPv3 fixed tunnel which will 492 connect the UML instance to a L2TPv3 endpoint at host $dst_host using 493 the L2TPv3 UDP flavour and UDP destination port $dst_port. 494 495 L2TPv3 always requires the following additional options: 496 497 * ``rx_session=int`` - l2tpv3 32-bit integer session for rx packets 498 499 * ``tx_session=int`` - l2tpv3 32-bit integer session for tx packets 500 501 As the tunnel is fixed these are not negotiated and they are 502 preconfigured on both ends. 503 504 Additionally, L2TPv3 supports the following optional parameters. 505 506 * ``rx_cookie=int`` - l2tpv3 32-bit integer cookie for rx packets - same 507 functionality as GRE key, more to prevent misconfiguration than provide 508 actual security 509 510 * ``tx_cookie=int`` - l2tpv3 32-bit integer cookie for tx packets 511 512 * ``cookie64=[0,1]`` - use 64-bit cookies instead of 32-bit. 513 514 * ``counter=[0,1]`` - enable l2tpv3 counter 515 516 * ``pin_counter=[0,1]`` - pretend that the counter is always reset on 517 each packet (needed to interoperate with some really broken 518 implementations) 519 520 * ``v6=[0,1]`` - force v6 sockets 521 522 * ``udp=[0,1]`` - use raw sockets (0) or UDP (1) version of the protocol 523 524 L2TPv3 has a number of caveats: 525 526 * you can use only one connection per IP address in raw mode. There is 527 no way to multiplex connections as each L2TPv3 tunnel is terminated 528 directly on the UML instance. UDP mode can use different ports for 529 this purpose. 530 531 Here is an example of how to configure a Linux host to connect to UML 532 via L2TPv3: 533 534 **/etc/network/interfaces**:: 535 536 auto l2tp1 537 iface l2tp1 inet static 538 address 192.168.126.1 539 netmask 255.255.255.0 540 broadcast 192.168.126.255 541 mtu 1500 542 pre-up ip l2tp add tunnel remote 127.0.0.1 \ 543 local 127.0.0.1 encap udp tunnel_id 2 \ 544 peer_tunnel_id 2 udp_sport 1706 udp_dport 1707 && \ 545 ip l2tp add session name l2tp1 tunnel_id 2 \ 546 session_id 0xffffffff peer_session_id 0xffffffff 547 down ip l2tp del session tunnel_id 2 session_id 0xffffffff && \ 548 ip l2tp del tunnel tunnel_id 2 549 550 551 Privileges required: L2TPv3 requires ``CAP_NET_RAW`` for raw IP mode and 552 no special privileges for the UDP mode. 553 554 BESS socket transport 555 --------------------- 556 557 BESS is a high performance modular network switch. 558 559 https://github.com/NetSys/bess 560 561 It has support for a simple sequential packet socket mode which in the 562 more recent versions is using vector IO for high performance. 563 564 Example:: 565 566 vecX:transport=bess,src=$unix_src,dst=$unix_dst 567 568 This will configure a BESS transport using the unix_src Unix domain 569 socket address as source and unix_dst socket address as destination. 570 571 For BESS configuration and how to allocate a BESS Unix domain socket port 572 please see the BESS documentation. 573 574 https://github.com/NetSys/bess/wiki/Built-In-Modules-and-Ports 575 576 BESS transport does not require any special privileges. 577 578 VDE vector transport 579 -------------------- 580 581 Virtual Distributed Ethernet (VDE) is a project whose main goal is to provide a 582 highly flexible support for virtual networking. 583 584 http://wiki.virtualsquare.org/#/tutorials/vdebasics 585 586 Common usages of VDE include fast prototyping and teaching. 587 588 Examples: 589 590 ``vecX:transport=vde,vnl=tap://tap0`` 591 592 use tap0 593 594 ``vecX:transport=vde,vnl=slirp://`` 595 596 use slirp 597 598 ``vec0:transport=vde,vnl=vde:///tmp/switch`` 599 600 connect to a vde switch 601 602 ``vecX:transport=\"vde,vnl=cmd://ssh remote.host //tmp/sshlirp\"`` 603 604 connect to a remote slirp (instant VPN: convert ssh to VPN, it uses sshlirp) 605 https://github.com/virtualsquare/sshlirp 606 607 ``vec0:transport=vde,vnl=vxvde://234.0.0.1`` 608 609 connect to a local area cloud (all the UML nodes using the same 610 multicast address running on hosts in the same multicast domain (LAN) 611 will be automagically connected together to a virtual LAN. 612 613 Configuring Legacy transports 614 ============================= 615 616 Legacy transports are now considered obsolete. Please use the vector 617 versions. 618 619 *********** 620 Running UML 621 *********** 622 623 This section assumes that either the user-mode-linux package from the 624 distribution or a custom built kernel has been installed on the host. 625 626 These add an executable called linux to the system. This is the UML 627 kernel. It can be run just like any other executable. 628 It will take most normal linux kernel arguments as command line 629 arguments. Additionally, it will need some UML-specific arguments 630 in order to do something useful. 631 632 Arguments 633 ========= 634 635 Mandatory Arguments: 636 -------------------- 637 638 * ``mem=int[K,M,G]`` - amount of memory. By default in bytes. It will 639 also accept K, M or G qualifiers. 640 641 * ``ubdX[s,d,c,t]=`` virtual disk specification. This is not really 642 mandatory, but it is likely to be needed in nearly all cases so we can 643 specify a root file system. 644 The simplest possible image specification is the name of the image 645 file for the filesystem (created using one of the methods described 646 in `Creating an image`_). 647 648 * UBD devices support copy on write (COW). The changes are kept in 649 a separate file which can be discarded allowing a rollback to the 650 original pristine image. If COW is desired, the UBD image is 651 specified as: ``cow_file,master_image``. 652 Example:``ubd0=Filesystem.cow,Filesystem.img`` 653 654 * UBD devices can be set to use synchronous IO. Any writes are 655 immediately flushed to disk. This is done by adding ``s`` after 656 the ``ubdX`` specification. 657 658 * UBD performs some heuristics on devices specified as a single 659 filename to make sure that a COW file has not been specified as 660 the image. To turn them off, use the ``d`` flag after ``ubdX``. 661 662 * UBD supports TRIM - asking the Host OS to reclaim any unused 663 blocks in the image. To turn it off, specify the ``t`` flag after 664 ``ubdX``. 665 666 * ``root=`` root device - most likely ``/dev/ubd0`` (this is a Linux 667 filesystem image) 668 669 Important Optional Arguments 670 ---------------------------- 671 672 If UML is run as "linux" with no extra arguments, it will try to start an 673 xterm for every console configured inside the image (up to 6 in most 674 Linux distributions). Each console is started inside an 675 xterm. This makes it nice and easy to use UML on a host with a GUI. It is, 676 however, the wrong approach if UML is to be used as a testing harness or run 677 in a text-only environment. 678 679 In order to change this behaviour we need to specify an alternative console 680 and wire it to one of the supported "line" channels. For this we need to map a 681 console to use something different from the default xterm. 682 683 Example which will divert console number 1 to stdin/stdout:: 684 685 con1=fd:0,fd:1 686 687 UML supports a wide variety of serial line channels which are specified using 688 the following syntax 689 690 conX=channel_type:options[,channel_type:options] 691 692 693 If the channel specification contains two parts separated by comma, the first 694 one is input, the second one output. 695 696 * The null channel - Discard all input or output. Example ``con=null`` will set 697 all consoles to null by default. 698 699 * The fd channel - use file descriptor numbers for input/output. Example: 700 ``con1=fd:0,fd:1.`` 701 702 * The port channel - start a telnet server on TCP port number. Example: 703 ``con1=port:4321``. The host must have /usr/sbin/in.telnetd (usually part of 704 a telnetd package) and the port-helper from the UML utilities (see the 705 information for the xterm channel below). UML will not boot until a client 706 connects. 707 708 * The pty and pts channels - use system pty/pts. 709 710 * The tty channel - bind to an existing system tty. Example: ``con1=/dev/tty8`` 711 will make UML use the host 8th console (usually unused). 712 713 * The xterm channel - this is the default - bring up an xterm on this channel 714 and direct IO to it. Note that in order for xterm to work, the host must 715 have the UML distribution package installed. This usually contains the 716 port-helper and other utilities needed for UML to communicate with the xterm. 717 Alternatively, these need to be complied and installed from source. All 718 options applicable to consoles also apply to UML serial lines which are 719 presented as ttyS inside UML. 720 721 Starting UML 722 ============ 723 724 We can now run UML. 725 :: 726 727 # linux mem=2048M umid=TEST \ 728 ubd0=Filesystem.img \ 729 vec0:transport=tap,ifname=tap0,depth=128,gro=1 \ 730 root=/dev/ubda con=null con0=null,fd:2 con1=fd:0,fd:1 731 732 This will run an instance with ``2048M RAM`` and try to use the image file 733 called ``Filesystem.img`` as root. It will connect to the host using tap0. 734 All consoles except ``con1`` will be disabled and console 1 will 735 use standard input/output making it appear in the same terminal it was started. 736 737 Logging in 738 ============ 739 740 If you have not set up a password when generating the image, you will have to 741 shut down the UML instance, mount the image, chroot into it and set it - as 742 described in the Generating an Image section. If the password is already set, 743 you can just log in. 744 745 The UML Management Console 746 ============================ 747 748 In addition to managing the image from "the inside" using normal sysadmin tools, 749 it is possible to perform a number of low-level operations using the UML 750 management console. The UML management console is a low-level interface to the 751 kernel on a running UML instance, somewhat like the i386 SysRq interface. Since 752 there is a full-blown operating system under UML, there is much greater 753 flexibility possible than with the SysRq mechanism. 754 755 There are a number of things you can do with the mconsole interface: 756 757 * get the kernel version 758 * add and remove devices 759 * halt or reboot the machine 760 * Send SysRq commands 761 * Pause and resume the UML 762 * Inspect processes running inside UML 763 * Inspect UML internal /proc state 764 765 You need the mconsole client (uml\_mconsole) which is a part of the UML 766 tools package available in most Linux distritions. 767 768 You also need ``CONFIG_MCONSOLE`` (under 'General Setup') enabled in the UML 769 kernel. When you boot UML, you'll see a line like:: 770 771 mconsole initialized on /home/jdike/.uml/umlNJ32yL/mconsole 772 773 If you specify a unique machine id on the UML command line, i.e. 774 ``umid=debian``, you'll see this:: 775 776 mconsole initialized on /home/jdike/.uml/debian/mconsole 777 778 779 That file is the socket that uml_mconsole will use to communicate with 780 UML. Run it with either the umid or the full path as its argument:: 781 782 # uml_mconsole debian 783 784 or 785 786 # uml_mconsole /home/jdike/.uml/debian/mconsole 787 788 789 You'll get a prompt, at which you can run one of these commands: 790 791 * version 792 * help 793 * halt 794 * reboot 795 * config 796 * remove 797 * sysrq 798 * help 799 * cad 800 * stop 801 * go 802 * proc 803 * stack 804 805 version 806 ------- 807 808 This command takes no arguments. It prints the UML version:: 809 810 (mconsole) version 811 OK Linux OpenWrt 4.14.106 #0 Tue Mar 19 08:19:41 2019 x86_64 812 813 814 There are a couple actual uses for this. It's a simple no-op which 815 can be used to check that a UML is running. It's also a way of 816 sending a device interrupt to the UML. UML mconsole is treated internally as 817 a UML device. 818 819 help 820 ---- 821 822 This command takes no arguments. It prints a short help screen with the 823 supported mconsole commands. 824 825 826 halt and reboot 827 --------------- 828 829 These commands take no arguments. They shut the machine down immediately, with 830 no syncing of disks and no clean shutdown of userspace. So, they are 831 pretty close to crashing the machine:: 832 833 (mconsole) halt 834 OK 835 836 config 837 ------ 838 839 "config" adds a new device to the virtual machine. This is supported 840 by most UML device drivers. It takes one argument, which is the 841 device to add, with the same syntax as the kernel command line:: 842 843 (mconsole) config ubd3=/home/jdike/incoming/roots/root_fs_debian22 844 845 remove 846 ------ 847 848 "remove" deletes a device from the system. Its argument is just the 849 name of the device to be removed. The device must be idle in whatever 850 sense the driver considers necessary. In the case of the ubd driver, 851 the removed block device must not be mounted, swapped on, or otherwise 852 open, and in the case of the network driver, the device must be down:: 853 854 (mconsole) remove ubd3 855 856 sysrq 857 ----- 858 859 This command takes one argument, which is a single letter. It calls the 860 generic kernel's SysRq driver, which does whatever is called for by 861 that argument. See the SysRq documentation in 862 Documentation/admin-guide/sysrq.rst in your favorite kernel tree to 863 see what letters are valid and what they do. 864 865 cad 866 --- 867 868 This invokes the ``Ctl-Alt-Del`` action in the running image. What exactly 869 this ends up doing is up to init, systemd, etc. Normally, it reboots the 870 machine. 871 872 stop 873 ---- 874 875 This puts the UML in a loop reading mconsole requests until a 'go' 876 mconsole command is received. This is very useful as a 877 debugging/snapshotting tool. 878 879 go 880 -- 881 882 This resumes a UML after being paused by a 'stop' command. Note that 883 when the UML has resumed, TCP connections may have timed out and if 884 the UML is paused for a long period of time, crond might go a little 885 crazy, running all the jobs it didn't do earlier. 886 887 proc 888 ---- 889 890 This takes one argument - the name of a file in /proc which is printed 891 to the mconsole standard output 892 893 stack 894 ----- 895 896 This takes one argument - the pid number of a process. Its stack is 897 printed to a standard output. 898 899 ******************* 900 Advanced UML Topics 901 ******************* 902 903 Sharing Filesystems between Virtual Machines 904 ============================================ 905 906 Don't attempt to share filesystems simply by booting two UMLs from the 907 same file. That's the same thing as booting two physical machines 908 from a shared disk. It will result in filesystem corruption. 909 910 Using layered block devices 911 --------------------------- 912 913 The way to share a filesystem between two virtual machines is to use 914 the copy-on-write (COW) layering capability of the ubd block driver. 915 Any changed blocks are stored in the private COW file, while reads come 916 from either device - the private one if the requested block is valid in 917 it, the shared one if not. Using this scheme, the majority of data 918 which is unchanged is shared between an arbitrary number of virtual 919 machines, each of which has a much smaller file containing the changes 920 that it has made. With a large number of UMLs booting from a large root 921 filesystem, this leads to a huge disk space saving. 922 923 Sharing file system data will also help performance, since the host will 924 be able to cache the shared data using a much smaller amount of memory, 925 so UML disk requests will be served from the host's memory rather than 926 its disks. There is a major caveat in doing this on multisocket NUMA 927 machines. On such hardware, running many UML instances with a shared 928 master image and COW changes may cause issues like NMIs from excess of 929 inter-socket traffic. 930 931 If you are running UML on high-end hardware like this, make sure to 932 bind UML to a set of logical CPUs residing on the same socket using the 933 ``taskset`` command or have a look at the "tuning" section. 934 935 To add a copy-on-write layer to an existing block device file, simply 936 add the name of the COW file to the appropriate ubd switch:: 937 938 ubd0=root_fs_cow,root_fs_debian_22 939 940 where ``root_fs_cow`` is the private COW file and ``root_fs_debian_22`` is 941 the existing shared filesystem. The COW file need not exist. If it 942 doesn't, the driver will create and initialize it. 943 944 Disk Usage 945 ---------- 946 947 UML has TRIM support which will release any unused space in its disk 948 image files to the underlying OS. It is important to use either ls -ls 949 or du to verify the actual file size. 950 951 COW validity. 952 ------------- 953 954 Any changes to the master image will invalidate all COW files. If this 955 happens, UML will *NOT* automatically delete any of the COW files and 956 will refuse to boot. In this case the only solution is to either 957 restore the old image (including its last modified timestamp) or remove 958 all COW files which will result in their recreation. Any changes in 959 the COW files will be lost. 960 961 Cows can moo - uml_moo : Merging a COW file with its backing file 962 ----------------------------------------------------------------- 963 964 Depending on how you use UML and COW devices, it may be advisable to 965 merge the changes in the COW file into the backing file every once in 966 a while. 967 968 The utility that does this is uml_moo. Its usage is:: 969 970 uml_moo COW_file new_backing_file 971 972 973 There's no need to specify the backing file since that information is 974 already in the COW file header. If you're paranoid, boot the new 975 merged file, and if you're happy with it, move it over the old backing 976 file. 977 978 ``uml_moo`` creates a new backing file by default as a safety measure. 979 It also has a destructive merge option which will merge the COW file 980 directly into its current backing file. This is really only usable 981 when the backing file only has one COW file associated with it. If 982 there are multiple COWs associated with a backing file, a -d merge of 983 one of them will invalidate all of the others. However, it is 984 convenient if you're short of disk space, and it should also be 985 noticeably faster than a non-destructive merge. 986 987 ``uml_moo`` is installed with the UML distribution packages and is 988 available as a part of UML utilities. 989 990 Host file access 991 ================== 992 993 If you want to access files on the host machine from inside UML, you 994 can treat it as a separate machine and either nfs mount directories 995 from the host or copy files into the virtual machine with scp. 996 However, since UML is running on the host, it can access those 997 files just like any other process and make them available inside the 998 virtual machine without the need to use the network. 999 This is possible with the hostfs virtual filesystem. With it, you 1000 can mount a host directory into the UML filesystem and access the 1001 files contained in it just as you would on the host. 1002 1003 *SECURITY WARNING* 1004 1005 Hostfs without any parameters to the UML Image will allow the image 1006 to mount any part of the host filesystem and write to it. Always 1007 confine hostfs to a specific "harmless" directory (for example ``/var/tmp``) 1008 if running UML. This is especially important if UML is being run as root. 1009 1010 Using hostfs 1011 ------------ 1012 1013 To begin with, make sure that hostfs is available inside the virtual 1014 machine with:: 1015 1016 # cat /proc/filesystems 1017 1018 ``hostfs`` should be listed. If it's not, either rebuild the kernel 1019 with hostfs configured into it or make sure that hostfs is built as a 1020 module and available inside the virtual machine, and insmod it. 1021 1022 1023 Now all you need to do is run mount:: 1024 1025 # mount none /mnt/host -t hostfs 1026 1027 will mount the host's ``/`` on the virtual machine's ``/mnt/host``. 1028 If you don't want to mount the host root directory, then you can 1029 specify a subdirectory to mount with the -o switch to mount:: 1030 1031 # mount none /mnt/home -t hostfs -o /home 1032 1033 will mount the host's /home on the virtual machine's /mnt/home. 1034 1035 hostfs as the root filesystem 1036 ----------------------------- 1037 1038 It's possible to boot from a directory hierarchy on the host using 1039 hostfs rather than using the standard filesystem in a file. 1040 To start, you need that hierarchy. The easiest way is to loop mount 1041 an existing root_fs file:: 1042 1043 # mount root_fs uml_root_dir -o loop 1044 1045 1046 You need to change the filesystem type of ``/`` in ``etc/fstab`` to be 1047 'hostfs', so that line looks like this:: 1048 1049 /dev/ubd/0 / hostfs defaults 1 1 1050 1051 Then you need to chown to yourself all the files in that directory 1052 that are owned by root. This worked for me:: 1053 1054 # find . -uid 0 -exec chown jdike {} \; 1055 1056 Next, make sure that your UML kernel has hostfs compiled in, not as a 1057 module. Then run UML with the boot device pointing at that directory:: 1058 1059 ubd0=/path/to/uml/root/directory 1060 1061 UML should then boot as it does normally. 1062 1063 Hostfs Caveats 1064 -------------- 1065 1066 Hostfs does not support keeping track of host filesystem changes on the 1067 host (outside UML). As a result, if a file is changed without UML's 1068 knowledge, UML will not know about it and its own in-memory cache of 1069 the file may be corrupt. While it is possible to fix this, it is not 1070 something which is being worked on at present. 1071 1072 Tuning UML 1073 ============ 1074 1075 UML at present is strictly uniprocessor. It will, however spin up a 1076 number of threads to handle various functions. 1077 1078 The UBD driver, SIGIO and the MMU emulation do that. If the system is 1079 idle, these threads will be migrated to other processors on a SMP host. 1080 This, unfortunately, will usually result in LOWER performance because of 1081 all of the cache/memory synchronization traffic between cores. As a 1082 result, UML will usually benefit from being pinned on a single CPU, 1083 especially on a large system. This can result in performance differences 1084 of 5 times or higher on some benchmarks. 1085 1086 Similarly, on large multi-node NUMA systems UML will benefit if all of 1087 its memory is allocated from the same NUMA node it will run on. The 1088 OS will *NOT* do that by default. In order to do that, the sysadmin 1089 needs to create a suitable tmpfs ramdisk bound to a particular node 1090 and use that as the source for UML RAM allocation by specifying it 1091 in the TMP or TEMP environment variables. UML will look at the values 1092 of ``TMPDIR``, ``TMP`` or ``TEMP`` for that. If that fails, it will 1093 look for shmfs mounted under ``/dev/shm``. If everything else fails use 1094 ``/tmp/`` regardless of the filesystem type used for it:: 1095 1096 mount -t tmpfs -ompol=bind:X none /mnt/tmpfs-nodeX 1097 TEMP=/mnt/tmpfs-nodeX taskset -cX linux options options options.. 1098 1099 ******************************************* 1100 Contributing to UML and Developing with UML 1101 ******************************************* 1102 1103 UML is an excellent platform to develop new Linux kernel concepts - 1104 filesystems, devices, virtualization, etc. It provides unrivalled 1105 opportunities to create and test them without being constrained to 1106 emulating specific hardware. 1107 1108 Example - want to try how Linux will work with 4096 "proper" network 1109 devices? 1110 1111 Not an issue with UML. At the same time, this is something which 1112 is difficult with other virtualization packages - they are 1113 constrained by the number of devices allowed on the hardware bus 1114 they are trying to emulate (for example 16 on a PCI bus in qemu). 1115 1116 If you have something to contribute such as a patch, a bugfix, a 1117 new feature, please send it to ``linux-um@lists.infradead.org``. 1118 1119 Please follow all standard Linux patch guidelines such as cc-ing 1120 relevant maintainers and run ``./scripts/checkpatch.pl`` on your patch. 1121 For more details see ``Documentation/process/submitting-patches.rst`` 1122 1123 Note - the list does not accept HTML or attachments, all emails must 1124 be formatted as plain text. 1125 1126 Developing always goes hand in hand with debugging. First of all, 1127 you can always run UML under gdb and there will be a whole section 1128 later on on how to do that. That, however, is not the only way to 1129 debug a Linux kernel. Quite often adding tracing statements and/or 1130 using UML specific approaches such as ptracing the UML kernel process 1131 are significantly more informative. 1132 1133 Tracing UML 1134 ============= 1135 1136 When running, UML consists of a main kernel thread and a number of 1137 helper threads. The ones of interest for tracing are NOT the ones 1138 that are already ptraced by UML as a part of its MMU emulation. 1139 1140 These are usually the first three threads visible in a ps display. 1141 The one with the lowest PID number and using most CPU is usually the 1142 kernel thread. The other threads are the disk 1143 (ubd) device helper thread and the SIGIO helper thread. 1144 Running ptrace on this thread usually results in the following picture:: 1145 1146 host$ strace -p 16566 1147 --- SIGIO {si_signo=SIGIO, si_code=POLL_IN, si_band=65} --- 1148 epoll_wait(4, [{EPOLLIN, {u32=3721159424, u64=3721159424}}], 64, 0) = 1 1149 epoll_wait(4, [], 64, 0) = 0 1150 rt_sigreturn({mask=[PIPE]}) = 16967 1151 ptrace(PTRACE_GETREGS, 16967, NULL, 0xd5f34f38) = 0 1152 ptrace(PTRACE_GETREGSET, 16967, NT_X86_XSTATE, [{iov_base=0xd5f35010, iov_len=832}]) = 0 1153 ptrace(PTRACE_GETSIGINFO, 16967, NULL, {si_signo=SIGTRAP, si_code=0x85, si_pid=16967, si_uid=0}) = 0 1154 ptrace(PTRACE_SETREGS, 16967, NULL, 0xd5f34f38) = 0 1155 ptrace(PTRACE_SETREGSET, 16967, NT_X86_XSTATE, [{iov_base=0xd5f35010, iov_len=2696}]) = 0 1156 ptrace(PTRACE_SYSEMU, 16967, NULL, 0) = 0 1157 --- SIGCHLD {si_signo=SIGCHLD, si_code=CLD_TRAPPED, si_pid=16967, si_uid=0, si_status=SIGTRAP, si_utime=65, si_stime=89} --- 1158 wait4(16967, [{WIFSTOPPED(s) && WSTOPSIG(s) == SIGTRAP | 0x80}], WSTOPPED|__WALL, NULL) = 16967 1159 ptrace(PTRACE_GETREGS, 16967, NULL, 0xd5f34f38) = 0 1160 ptrace(PTRACE_GETREGSET, 16967, NT_X86_XSTATE, [{iov_base=0xd5f35010, iov_len=832}]) = 0 1161 ptrace(PTRACE_GETSIGINFO, 16967, NULL, {si_signo=SIGTRAP, si_code=0x85, si_pid=16967, si_uid=0}) = 0 1162 timer_settime(0, 0, {it_interval={tv_sec=0, tv_nsec=0}, it_value={tv_sec=0, tv_nsec=2830912}}, NULL) = 0 1163 getpid() = 16566 1164 clock_nanosleep(CLOCK_MONOTONIC, 0, {tv_sec=1, tv_nsec=0}, NULL) = ? ERESTART_RESTARTBLOCK (Interrupted by signal) 1165 --- SIGALRM {si_signo=SIGALRM, si_code=SI_TIMER, si_timerid=0, si_overrun=0, si_value={int=1631716592, ptr=0x614204f0}} --- 1166 rt_sigreturn({mask=[PIPE]}) = -1 EINTR (Interrupted system call) 1167 1168 This is a typical picture from a mostly idle UML instance. 1169 1170 * UML interrupt controller uses epoll - this is UML waiting for IO 1171 interrupts: 1172 1173 epoll_wait(4, [{EPOLLIN, {u32=3721159424, u64=3721159424}}], 64, 0) = 1 1174 1175 * The sequence of ptrace calls is part of MMU emulation and running the 1176 UML userspace. 1177 * ``timer_settime`` is part of the UML high res timer subsystem mapping 1178 timer requests from inside UML onto the host high resolution timers. 1179 * ``clock_nanosleep`` is UML going into idle (similar to the way a PC 1180 will execute an ACPI idle). 1181 1182 As you can see UML will generate quite a bit of output even in idle. The output 1183 can be very informative when observing IO. It shows the actual IO calls, their 1184 arguments and returns values. 1185 1186 Kernel debugging 1187 ================ 1188 1189 You can run UML under gdb now, though it will not necessarily agree to 1190 be started under it. If you are trying to track a runtime bug, it is 1191 much better to attach gdb to a running UML instance and let UML run. 1192 1193 Assuming the same PID number as in the previous example, this would be:: 1194 1195 # gdb -p 16566 1196 1197 This will STOP the UML instance, so you must enter `cont` at the GDB 1198 command line to request it to continue. It may be a good idea to make 1199 this into a gdb script and pass it to gdb as an argument. 1200 1201 Developing Device Drivers 1202 ========================= 1203 1204 Nearly all UML drivers are monolithic. While it is possible to build a 1205 UML driver as a kernel module, that limits the possible functionality 1206 to in-kernel only and non-UML specific. The reason for this is that 1207 in order to really leverage UML, one needs to write a piece of 1208 userspace code which maps driver concepts onto actual userspace host 1209 calls. 1210 1211 This forms the so-called "user" portion of the driver. While it can 1212 reuse a lot of kernel concepts, it is generally just another piece of 1213 userspace code. This portion needs some matching "kernel" code which 1214 resides inside the UML image and which implements the Linux kernel part. 1215 1216 *Note: There are very few limitations in the way "kernel" and "user" interact*. 1217 1218 UML does not have a strictly defined kernel-to-host API. It does not 1219 try to emulate a specific architecture or bus. UML's "kernel" and 1220 "user" can share memory, code and interact as needed to implement 1221 whatever design the software developer has in mind. The only 1222 limitations are purely technical. Due to a lot of functions and 1223 variables having the same names, the developer should be careful 1224 which includes and libraries they are trying to refer to. 1225 1226 As a result a lot of userspace code consists of simple wrappers. 1227 E.g. ``os_close_file()`` is just a wrapper around ``close()`` 1228 which ensures that the userspace function close does not clash 1229 with similarly named function(s) in the kernel part. 1230 1231 Using UML as a Test Platform 1232 ============================ 1233 1234 UML is an excellent test platform for device driver development. As 1235 with most things UML, "some user assembly may be required". It is 1236 up to the user to build their emulation environment. UML at present 1237 provides only the kernel infrastructure. 1238 1239 Part of this infrastructure is the ability to load and parse fdt 1240 device tree blobs as used in Arm or Open Firmware platforms. These 1241 are supplied as an optional extra argument to the kernel command 1242 line:: 1243 1244 dtb=filename 1245 1246 The device tree is loaded and parsed at boottime and is accessible by 1247 drivers which query it. At this moment in time this facility is 1248 intended solely for development purposes. UML's own devices do not 1249 query the device tree. 1250 1251 Security Considerations 1252 ----------------------- 1253 1254 Drivers or any new functionality should default to not 1255 accepting arbitrary filename, bpf code or other parameters 1256 which can affect the host from inside the UML instance. 1257 For example, specifying the socket used for IPC communication 1258 between a driver and the host at the UML command line is OK 1259 security-wise. Allowing it as a loadable module parameter 1260 isn't. 1261 1262 If such functionality is desirable for a particular application 1263 (e.g. loading BPF "firmware" for raw socket network transports), 1264 it should be off by default and should be explicitly turned on 1265 as a command line parameter at startup. 1266 1267 Even with this in mind, the level of isolation between UML 1268 and the host is relatively weak. If the UML userspace is 1269 allowed to load arbitrary kernel drivers, an attacker can 1270 use this to break out of UML. Thus, if UML is used in 1271 a production application, it is recommended that all modules 1272 are loaded at boot and kernel module loading is disabled 1273 afterwards.
Linux® is a registered trademark of Linus Torvalds in the United States and other countries.
TOMOYO® is a registered trademark of NTT DATA CORPORATION.