1unshare system call
2===================
3
4This document describes the new system call, unshare(). The document
5provides an overview of the feature, why it is needed, how it can
6be used, its interface specification, design, implementation and
7how it can be tested.
8
9Change Log
10----------
11version 0.1  Initial document, Janak Desai (janak@us.ibm.com), Jan 11, 2006
12
13Contents
14--------
15	1) Overview
16	2) Benefits
17	3) Cost
18	4) Requirements
19	5) Functional Specification
20	6) High Level Design
21	7) Low Level Design
22	8) Test Specification
23	9) Future Work
24
251) Overview
26-----------
27
28Most legacy operating system kernels support an abstraction of threads
29as multiple execution contexts within a process. These kernels provide
30special resources and mechanisms to maintain these "threads". The Linux
31kernel, in a clever and simple manner, does not make distinction
32between processes and "threads". The kernel allows processes to share
33resources and thus they can achieve legacy "threads" behavior without
34requiring additional data structures and mechanisms in the kernel. The
35power of implementing threads in this manner comes not only from
36its simplicity but also from allowing application programmers to work
37outside the confinement of all-or-nothing shared resources of legacy
38threads. On Linux, at the time of thread creation using the clone system
39call, applications can selectively choose which resources to share
40between threads.
41
42unshare() system call adds a primitive to the Linux thread model that
43allows threads to selectively 'unshare' any resources that were being
44shared at the time of their creation. unshare() was conceptualized by
45Al Viro in the August of 2000, on the Linux-Kernel mailing list, as part
46of the discussion on POSIX threads on Linux.  unshare() augments the
47usefulness of Linux threads for applications that would like to control
48shared resources without creating a new process. unshare() is a natural
49addition to the set of available primitives on Linux that implement
50the concept of process/thread as a virtual machine.
51
522) Benefits
53-----------
54
55unshare() would be useful to large application frameworks such as PAM
56where creating a new process to control sharing/unsharing of process
57resources is not possible. Since namespaces are shared by default
58when creating a new process using fork or clone, unshare() can benefit
59even non-threaded applications if they have a need to disassociate
60from default shared namespace. The following lists two use-cases
61where unshare() can be used.
62
632.1 Per-security context namespaces
64~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
65
66unshare() can be used to implement polyinstantiated directories using
67the kernel's per-process namespace mechanism. Polyinstantiated directories,
68such as per-user and/or per-security context instance of /tmp, /var/tmp or
69per-security context instance of a user's home directory, isolate user
70processes when working with these directories. Using unshare(), a PAM
71module can easily setup a private namespace for a user at login.
72Polyinstantiated directories are required for Common Criteria certification
73with Labeled System Protection Profile, however, with the availability
74of shared-tree feature in the Linux kernel, even regular Linux systems
75can benefit from setting up private namespaces at login and
76polyinstantiating /tmp, /var/tmp and other directories deemed
77appropriate by system administrators.
78
792.2 unsharing of virtual memory and/or open files
80~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
81
82Consider a client/server application where the server is processing
83client requests by creating processes that share resources such as
84virtual memory and open files. Without unshare(), the server has to
85decide what needs to be shared at the time of creating the process
86which services the request. unshare() allows the server an ability to
87disassociate parts of the context during the servicing of the
88request. For large and complex middleware application frameworks, this
89ability to unshare() after the process was created can be very
90useful.
91
923) Cost
93-------
94
95In order to not duplicate code and to handle the fact that unshare()
96works on an active task (as opposed to clone/fork working on a newly
97allocated inactive task) unshare() had to make minor reorganizational
98changes to copy_* functions utilized by clone/fork system call.
99There is a cost associated with altering existing, well tested and
100stable code to implement a new feature that may not get exercised
101extensively in the beginning. However, with proper design and code
102review of the changes and creation of an unshare() test for the LTP
103the benefits of this new feature can exceed its cost.
104
1054) Requirements
106---------------
107
108unshare() reverses sharing that was done using clone(2) system call,
109so unshare() should have a similar interface as clone(2). That is,
110since flags in clone(int flags, void \*stack) specifies what should
111be shared, similar flags in unshare(int flags) should specify
112what should be unshared. Unfortunately, this may appear to invert
113the meaning of the flags from the way they are used in clone(2).
114However, there was no easy solution that was less confusing and that
115allowed incremental context unsharing in future without an ABI change.
116
117unshare() interface should accommodate possible future addition of
118new context flags without requiring a rebuild of old applications.
119If and when new context flags are added, unshare() design should allow
120incremental unsharing of those resources on an as needed basis.
121
1225) Functional Specification
123---------------------------
124
125NAME
126	unshare - disassociate parts of the process execution context
127
128SYNOPSIS
129	#include <sched.h>
130
131	int unshare(int flags);
132
133DESCRIPTION
134	unshare() allows a process to disassociate parts of its execution
135	context that are currently being shared with other processes. Part
136	of execution context, such as the namespace, is shared by default
137	when a new process is created using fork(2), while other parts,
138	such as the virtual memory, open file descriptors, etc, may be
139	shared by explicit request to share them when creating a process
140	using clone(2).
141
142	The main use of unshare() is to allow a process to control its
143	shared execution context without creating a new process.
144
145	The flags argument specifies one or bitwise-or'ed of several of
146	the following constants.
147
148	CLONE_FS
149		If CLONE_FS is set, file system information of the caller
150		is disassociated from the shared file system information.
151
152	CLONE_FILES
153		If CLONE_FILES is set, the file descriptor table of the
154		caller is disassociated from the shared file descriptor
155		table.
156
157	CLONE_NEWNS
158		If CLONE_NEWNS is set, the namespace of the caller is
159		disassociated from the shared namespace.
160
161	CLONE_VM
162		If CLONE_VM is set, the virtual memory of the caller is
163		disassociated from the shared virtual memory.
164
165RETURN VALUE
166	On success, zero returned. On failure, -1 is returned and errno is
167
168ERRORS
169	EPERM	CLONE_NEWNS was specified by a non-root process (process
170		without CAP_SYS_ADMIN).
171
172	ENOMEM	Cannot allocate sufficient memory to copy parts of caller's
173		context that need to be unshared.
174
175	EINVAL	Invalid flag was specified as an argument.
176
177CONFORMING TO
178	The unshare() call is Linux-specific and  should  not be used
179	in programs intended to be portable.
180
181SEE ALSO
182	clone(2), fork(2)
183
1846) High Level Design
185--------------------
186
187Depending on the flags argument, the unshare() system call allocates
188appropriate process context structures, populates it with values from
189the current shared version, associates newly duplicated structures
190with the current task structure and releases corresponding shared
191versions. Helper functions of clone (copy_*) could not be used
192directly by unshare() because of the following two reasons.
193
194  1) clone operates on a newly allocated not-yet-active task
195     structure, where as unshare() operates on the current active
196     task. Therefore unshare() has to take appropriate task_lock()
197     before associating newly duplicated context structures
198
199  2) unshare() has to allocate and duplicate all context structures
200     that are being unshared, before associating them with the
201     current task and releasing older shared structures. Failure
202     do so will create race conditions and/or oops when trying
203     to backout due to an error. Consider the case of unsharing
204     both virtual memory and namespace. After successfully unsharing
205     vm, if the system call encounters an error while allocating
206     new namespace structure, the error return code will have to
207     reverse the unsharing of vm. As part of the reversal the
208     system call will have to go back to older, shared, vm
209     structure, which may not exist anymore.
210
211Therefore code from copy_* functions that allocated and duplicated
212current context structure was moved into new dup_* functions. Now,
213copy_* functions call dup_* functions to allocate and duplicate
214appropriate context structures and then associate them with the
215task structure that is being constructed. unshare() system call on
216the other hand performs the following:
217
218  1) Check flags to force missing, but implied, flags
219
220  2) For each context structure, call the corresponding unshare()
221     helper function to allocate and duplicate a new context
222     structure, if the appropriate bit is set in the flags argument.
223
224  3) If there is no error in allocation and duplication and there
225     are new context structures then lock the current task structure,
226     associate new context structures with the current task structure,
227     and release the lock on the current task structure.
228
229  4) Appropriately release older, shared, context structures.
230
2317) Low Level Design
232-------------------
233
234Implementation of unshare() can be grouped in the following 4 different
235items:
236
237  a) Reorganization of existing copy_* functions
238
239  b) unshare() system call service function
240
241  c) unshare() helper functions for each different process context
242
243  d) Registration of system call number for different architectures
244
2457.1) Reorganization of copy_* functions
246~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
247
248Each copy function such as copy_mm, copy_namespace, copy_files,
249etc, had roughly two components. The first component allocated
250and duplicated the appropriate structure and the second component
251linked it to the task structure passed in as an argument to the copy
252function. The first component was split into its own function.
253These dup_* functions allocated and duplicated the appropriate
254context structure. The reorganized copy_* functions invoked
255their corresponding dup_* functions and then linked the newly
256duplicated structures to the task structure with which the
257copy function was called.
258
2597.2) unshare() system call service function
260~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
261
262       * Check flags
263	 Force implied flags. If CLONE_THREAD is set force CLONE_VM.
264	 If CLONE_VM is set, force CLONE_SIGHAND. If CLONE_SIGHAND is
265	 set and signals are also being shared, force CLONE_THREAD. If
266	 CLONE_NEWNS is set, force CLONE_FS.
267
268       * For each context flag, invoke the corresponding unshare_*
269	 helper routine with flags passed into the system call and a
270	 reference to pointer pointing the new unshared structure
271
272       * If any new structures are created by unshare_* helper
273	 functions, take the task_lock() on the current task,
274	 modify appropriate context pointers, and release the
275         task lock.
276
277       * For all newly unshared structures, release the corresponding
278         older, shared, structures.
279
2807.3) unshare_* helper functions
281~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
282
283For unshare_* helpers corresponding to CLONE_SYSVSEM, CLONE_SIGHAND,
284and CLONE_THREAD, return -EINVAL since they are not implemented yet.
285For others, check the flag value to see if the unsharing is
286required for that structure. If it is, invoke the corresponding
287dup_* function to allocate and duplicate the structure and return
288a pointer to it.
289
2907.4) Finally
291~~~~~~~~~~~~
292
293Appropriately modify architecture specific code to register the
294new system call.
295
2968) Test Specification
297---------------------
298
299The test for unshare() should test the following:
300
301  1) Valid flags: Test to check that clone flags for signal and
302     signal handlers, for which unsharing is not implemented
303     yet, return -EINVAL.
304
305  2) Missing/implied flags: Test to make sure that if unsharing
306     namespace without specifying unsharing of filesystem, correctly
307     unshares both namespace and filesystem information.
308
309  3) For each of the four (namespace, filesystem, files and vm)
310     supported unsharing, verify that the system call correctly
311     unshares the appropriate structure. Verify that unsharing
312     them individually as well as in combination with each
313     other works as expected.
314
315  4) Concurrent execution: Use shared memory segments and futex on
316     an address in the shm segment to synchronize execution of
317     about 10 threads. Have a couple of threads execute execve,
318     a couple _exit and the rest unshare with different combination
319     of flags. Verify that unsharing is performed as expected and
320     that there are no oops or hangs.
321
3229) Future Work
323--------------
324
325The current implementation of unshare() does not allow unsharing of
326signals and signal handlers. Signals are complex to begin with and
327to unshare signals and/or signal handlers of a currently running
328process is even more complex. If in the future there is a specific
329need to allow unsharing of signals and/or signal handlers, it can
330be incrementally added to unshare() without affecting legacy
331applications using unshare().
332
333