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"Advanced Topics in Operating Systems"

M.Sc. course at the Reichman University
Lecturer and guide - Dr. Oren Laadan

Intro

This program is a part of our 3rd and last assignment.
Check out os-hw3/assignment-3.md for full details of the assignment.
The group part will also appear at our group repo at the following link:
https://github.com/academy-dt/kvm-hello-world

Invidual Part - Kernel Virtual Machine

In several lectures in the course, we have learned about virtualization from most of its aspects.

  1. In Lecture #9, we've been shown by Dr. Laadan 2 mechanisms (you can find it here, at slides 26 && 27).
    (1.1) The first mechanism as despicted in slide 26:


    First, it is Type II hypervisor,means it is a hosted hypervisor, which support guest virtual machines by coordinating calls for CPU, memory and other resources through the host's resources. In simple words -type II runs on top of an OS.
    In our case study, the KVM has been written as linux kernel module and for linux and Intel VT-x purpose and relies on QEMU.
    They actually virtualized only the CPU and/or MMU, and all of the rest of resources, such as BIOS, devices, etc, have been exported to the User Space and relied on an emulator project called QEMU and used this architecture emulator to make all of the "jobs" they did not want to make inside the Kernel Space.
    In fact, the architecture of that mechanism is based on 3 layers - User mode, Kernel mode and Non root, which is the guest. Both User and Kernel modes are rooted. First thing first, the user mode process (QEMU) start with ending a syscall to the kernel module, which initate the guest enviorment (allocates memory, loads the BIOS, creates a device, etc), and then eneters the guest context.
    Once in the guest context, the BIOS start to run. As long as there's no traps, everything continues within the guest context. Once a trap occurs, the kernel module receives it. If it is something that the kernel "knows" how to handle by itself - it simply does that, and returns control back to the guest. Otherwise, the kernel module needs the QEMU's help. In that case, he returns the syscall to the user-root process with the return value holding all the information relevant for the qemu's work. The QEMU then does whatever he needs to do, and stores all the relevant data. It then triggers again the syscall, after completing everything it needed to do, and sending all relevant data. The Kernel module takes the QEMU's data (alongside with possibly things that it also needed to do) and gives back control to the guest. Basically, in this point the Kernel module and the QEMU did everything they were required by the non-root's trap (BIOS trap). This procedure carries on throughout all the guest execution time.

    (1.2) The second mmechanism as despicted in slide 27:


    Once #vmexit occurs - for any reason that triggers it (the different exit conditions: dividing by zero, page faults, etc...), we move from the guest context to the hypervisor one.
    Once the hypervisor receives control, he applies the handler that corresponds to the relevant exit condition. Simple cases are done by the KVM without much hassle. Other cases require the KVM to fetch the command that triggered the trap, decode it, determine if the user has the right privileges, and perform the required steps to execute that instruction (read mem, write memory, update registers). In all of these steps, a fault may occur (GPF/PF while fetching, #UD while decoding, etc...) in which case the emulation will not occur successfully and the hypervisor will reflect that to the guest. Finally, it updates the %rip register (basically skipping the aforementioned instruction), and returns control back to the guest.
    Execution in the guest context continues, with everything taken care of by the hypervisor. If the instruction was authorized - it was executed by the hypervisor. If not, the instruction was not executed and the guest was notified. This is the 'essence' of the virtualization method, allowing for improved security etc...

  2. When the OS runs out of memory it resorts to swapping pages to storage. Considering a system with QEMU/KVM hypervisor running several guests:

    (a) If the guest runs out of memory and starts swapping, it will try swaping memory in its own filessystem, since he doesn't know it runs on a virtual filessystem and a virtual memory, it treats it like it is a physical memory and has its own paging.
    So once the guest ran out of memory as we mention, and the kernel of the guest will handle the page table entry (PTE), and swapps it inside the guest, and since he knows only the guests' PTE, it won't have any affect on the host at all.
    However, the guest will keep getting page faults as long it won't be solved by the host with an active action.

    (b) In the second hand, when the host is the one who runs out of they memory, and swaps out pages that are used by the hypervisor it's a different situation. If it ran out of memory at the hosts, it will receive page faults at the guest-userspace because the pages doesn't exists.
    In that situation, it will be recognised as "missing" at the PTE, and will move to the hosts' KVM in order to handle the pages and reload them at the PT. After it's done, it should solve the page-fault situation and back to the guest-userspace by the vmentry.
    In all of that process, the guest won't understand that something happend, since the host handled the situation, the only affect is a small delay because it took time for the host to get the page.

  3. One difference between plain virtualization and nested virtualization is that the former can leverage EPT/NPT hardware extensions, while the latter cannot do so directly.

    (a). We've been asked, what are the pros and cons of adding another EPT/NPT layer for nested virtualization?
    Pros:

    • Both EPT and NPT are good with handling the vmexit because we save a bigger and complex table with indications for every step, and we can handle the whole situation inside the guest without exisiting each time to the KVM.


    Cons:

    • There are too many accesses in each time we have TLB misses, and each time we need to handle the guest page-host page and it takees a lot of time.
    • Since we don't have EPT inside the nested virtualisation, more vmexit applications are occuring - the host canot handle of all faults of guest on its own effort.
    • A lot of registers and hardware support are needed in order to update our VMM.

    (b). In the Turtles Project, nested virtalization uses "EPT compression" to optimize memory virtualization. To some extent, this technique reminds of the optimization used in the L3 µ-kernel to reduce TLB flushed.
    The common theme to both is that the µ-kernel is using segments and tags in order not to do TLB flush and delete all of the table, and with the segments and tags it still can access the addresses it needs. The Turtles Project, are trying to reduce the complexity of the translation of the TLB misses, with taking 3 levels of logics inside one table ("EPT compprettion") and with that we can step over and access directly from L2 address to L0 address.
  4. The article about The Antfarm Project, describes techniques that can be used by a VMM to independently overcome part of the “semantic gap” separating it from the guest operating systems it supports and enable the VMM to track the existence and activities of operating system processes. The Antfarm Project is an implementation of these techniques that works without detailed knowledge of a guest’s internal architecture or implementation.
    Moreover, the techniques that has been descriped in the article are based on the observations that a VMM can make of the interactions between a guest OS and virtual hardware. The Antfram monitors how a guest uses a virtual MMU to implement virtual address spaces. As it mention in the given question, the Antfarm Project relies on shadow page-tables for introspection, to learn about processes inside the guest. Also mentioned that it was built before the introduction of EPT/NPT.

  • Question - How would the use of EPT affect the techniques describes in the paper? What changes (if any) would you propose to adapt their system to EPT, and how would such changes affect its performance?
    The use of the EPT affect the techniques described in the paper in several ways. First, at the process creation, we can see that a page directory is in use when its physical address resides in a processor control register which called CR3. When using shadow page-tables, as the guest will try to change it, that's when it'll get fault. That is, unlike when using EPT/NPT - where the guest will get fault only if it try to acesss a page which won't be at the TLB. In that scenario, the Antfarm Project will perform better than the EPT/NPT.
    Moreover, at the process exit, when the CR3 value drops to zero and the TLB flushes on all processors (helps the VMM detect where the address deallocation has been occured) or haven't been active for a long time, the VMM will consider the corresponding address space dead and its entry in the ASID register can be removed. However, in EPT/NPT, if we don't see an address space for relative long time, we can assume that the process that reside in that address space is also have been exited. In that situation, the EPT/NPT will perform better than the Antfarm Project.

Group programming

Made in collaboration with Daniel Trugman

(1) KVM: hypervisor, guest(s), and hypercalls

Question a.1

What is the size of the guest (physical) memory? How and where in the code does the hypervisor allocate it? At what host (virtual) address is this memory mapped?

Answer a.1

As we can see in the main function, we call vm_init with mem_size = 0x200000. That means we allocate 2MB of memory space. The actual allocation happens at vm->mem = mmap(NULL, mem_size, ...) where we ask the OS to give up a memory mapping of that size. The mmap call returns the virtual address of this memory space from the host's perspective.

Question a.2

Besides the guest memory, what additional memory is allocated? What is stored in that memory? Where in the code is this memory allocated? At what host/guest? (virtual/physical?) address is it located?

Answer a.2

The vcpu_init method allocates an additional control block for the vCPU. It first asks the KVM how big that structure is by calling vcpu_mmap_size = ioctl(vm->sys_fd, KVM_GET_VCPU_MMAP_SIZE, 0), and then allocates the memory at vcpu->kvm_run = mmap(NULL, vcpu_mmap_size, ...). Once again, the memory is allocated on the host, and the virtual address is stored in vcpu->kvm_run. Later on, from inside run_vm we access this structure for information about the guest, such as the vmexit reason, IO info, etc.

The hypervisor then formats the guest memory and registers, to prepare for its execution. (From here on, assume "long" mode).

Question a.3

The guest memory area is setup to contain the guest code, the guest page table, and a stack. For each of these, identify where in the code it is setup, and the address range it occupies (both guest-physical and host-virtual).

Answer a.3

Inside setup_long_mode we can see the setup of the page tables. We setup:

  • PML4 at offset 0x2000
  • PDPT at offset 0x3000
  • PD at offset 0x4000 All relative to the beginning of the address space. Meaning PML4 is at guest-physical address 0x2000 and host virtual address of vm->mem + 0x2000.

The stack is "allocated" at line 428: regs.rsp = 2 << 20. Basically, 2 << 20 is the same value as 0x200000, so we set the stack to be at the top of the address space. In the guest-physical address, it will start at 0x200000 and grow down towards 0x0. In the host-virtual, it will start at vm->mem + 0x200000 and grow down towards vm->mem.

The guest code segment is set up inside setup_64bit_code_segment. We can see that the base of the segment is at address 0x0 (i.e vm->mem in host-virtual). The actual copy of the copy into the guest's VM is at line 435: memcpy(vm->mem, guest64, ...). The guest code is exported as a extern byte array from the compile guest.c code.

0x000000 ---------------------------    --+
         Guest code                       |
0x001000 ---------------------------      |
         Nothing                          |
0x002000 ---------------------------      |
         PML4                             |
0x003000 ---------------------------      |
         PDPT                             |
0x004000 ---------------------------      +--- Single, 2MB page
         PD                               |
0x005000 ---------------------------      |
    .                                     |
    .      ^                              |
    .      |                              |
    .      |                              |
    .    STACK                            |
0x200000 ---------------------------    --+

Question a.4

Examine the guest page table. How many levels does it have? How many pages does it occupy? Describe the guest virtual-to-physical mappings: what part(s) of the guest virtual address space is mapped, and to where?

Answer a.4

The page table has 3 levels, each level occupies a single 4K memory region. There is a single page mapped into the virtual address space, and that's a single 2M (PDE64_PS) page that maps the entire memory space we allocated for this VM.

CR3 = 0x2000
         |
   +-----+
   |
   v
             PML4:
0x2000 ----> Entry | Where  | Bits
             ------+--------+----------------------------
             0     | 0x3000 | PRESENT, RW, USER
                        |
   +--------------------+
   |
   v
             PDPT:
0x3000 ----> Entry | Where  | Bits
             ------+--------+----------------------------
             0     | 0x4000 | PRESENT, RW, USER
                        |
   +--------------------+
   |
   v
             PDPT:
0x4000 ----> Entry | Where  | Bits
             ------+--------+----------------------------
             0     | 0x0    | PRESENT, RW, USER, PDE64_PS

For both (a.3) and (a.4), illustrate/visualize the hypervisor memory layout and the guest page table structure and address translation. (Preferably in text form).

Question a.5

At what (guest virtual) address does the guest start execution? Where is this address configured?

Answer a.5

The guest starts execution at address 0, exactly where we placed our code. We set the instruction pointer at line 426: regs.rip = 0.

Next, the hypervisor proceeds to run the guest. For simplicity, the guest code (in guest.c) is very basic: one executable, a simple page table and a stack (no switching). It prints "Hello, world!" using the outb instruction (writes a byte to an IO port) which is a protected instruction that causes the guest to exit to the hypervisor, which in turn prints the character.

(Notice how the outb instruction is embedded as assembly inside the guest's C code; See here for details on how inline assembly works).

After the guest exits, the hypervisor regains control and checks the reason for the exit to handle it accordingly.

Question a.6

What port number does the guest use? How can the hypervisor know the port number, and read the value written? Which memory buffer is used for this value? How many exits occur during this print?

Answer a.6

The guest uses port number 0xE9. This value is hardcoded into both applications, and when there's a vmexit, and the reason is KVM_EXIT_IO the host checks the conditions: if (vcpu->kvm_run->io.direction == KVM_EXIT_IO_OUT && vcpu->kvm_run->io.port == 0xE9) { And if they match the expected output, we print vcpu->kvm_run->io.size bytes stored at vcpu->kvm_run->io.data_offset. Both of which are set by the outb command.

Finally, the guest writes the number 42 to memory and EAX register, and then executes the hlt instruction.

Question a.7

At what guest virtual (and physical?) address is the number 42 written? And how (and where) does the hypervisor read it?

Answer a.7

The number is written both to address 0x400 and to rax. Once using: *(long *)0x400 = 42 and once as an argument to the hlt inline assemblyl command. When the hypervisor sess the KVM_EXIT_HLT reason, it first checks the rax value, and then reads from the 0x400 address using: memcpy(&memval, &vm->mem[0x400], sz);

(b) Extend with new hypercalls

Implemented. See code at commit e10baf28b1c1817d426acf61b00d4da75b38ae54

(c) Filesystem para-virtualization

Implemented. See code at commit e10baf28b1c1817d426acf61b00d4da75b38ae54

(d) Bonus: hypercall in KVM

Not implemented

(e) Multiple vCPUs

Implemented e.1 using actual code, including:

  • Virtual memory changes.
  • Creating additional VCPUs.
  • Fixed virtual memory base address propagation to all functions.
  • Fixed RIP/RSP and segment definitions.
  • Running everything from dedicated threads.
  • Per-CPU members for all hypercalls.
  • Easy configuration for more than 2 CPUs

But still, something doesn't work, and we don't know what. Guest exists with SHUTDOWN the moment we call VMENTER for the second VCPU.

(2) Containers and namespaces

In this part of the assignment, we've been sent to read and fully understand the basics of Linux namespaces, and practicly implement a simples container runtime that can spawn a command in an isolated environment.
The first stage was to build, step by step, a fully isolated environment for a given process, as described:

(1) Creating user namespace:

First thing we will start with the child shell:

And now we will procceed in the parent shell:

And now we will got back to the child shell:

(2,3) Creating uts and ipc namespaces:

(4) Creating net namespace:

Now, if we type ip link, we will see our only 2 interfaces in the namespaces in DOWN mode:

We will change to UP mode:

Last step, we will configure the ip address of device peer0 and ping it with 1 ping to check it's connectivity:

(5,6) Creating pid and mnt namespaces:

Question (a.1)

Describe the process hierarchy produced by the sequence of commands in the "child shell" column.

Answer (a.1)

When running unshare, the shell creates a new child application by fork()-ing and then exec()-ing the unshare app. When using the --kill-child flag, according to the man pages, it infers the --fork flag:

"This option implies --fork""

So unshare doesn't execute the command we give it, but rather create another child by fork()-ing and then runs it. Hence, the process hierarchy is going to be: child shell > unshare -U > my-user-ns > unshare --ipc --uts > /bin/bash > unshare --net > my-net-ns > unshare --pid --mount > /bin/sh

Another way to "verify" that is to look at pstree -p that prints out all the processes on the machine in a tree form. However, in this scenarion, the chain is too long for the tool, so we can verify using ps -ef and jump from child to parent.

Question (a.2)

How can it be minimized, and what would the hierarchy look like?

Answer (a.2)

The only namespace that you can change for yourself effectively is the PID one. When we call the syscall unshare(CLONE_NEWPID), it only affects the PID namespace for our children:

Unshare the PID namespace, so that the calling process has a new PID namespace for its children

So, theoretically, we could run all the unshares in a single command with --fork-child, creating a single unshare process, with a single /bin/bash child: unshare --pid --ipc --uts --net --user --mount --fork-child /bin/bash

The chain would be: child shell > unshare > bash.

The problem with this method, is that it requires using sudo, because our child shell is not allowed to create new namespaces. To work around that, we could first create a new shell in a new user namespace, (without the --fork-child to avoid creating an extra process), then give it permissions from the parent shell, like we've done before, and finally, run an additional unshare command with all the other flags.

Question (b)

What would happen if you change the order of namespace creation, e.g. run unshare --ipc first?
And what would happen if you defer lines 12-13 until a later time?

Answer (b)

If we change the order of namespace creation, and run any other flag than -U (USER namespace), means we would like to create any of the other 6 kinds of namespaces (IPC, NET, UTS, MNT, PID or CGROUP).

We would receive an error of unshare: unshare failed: Operation not permitted, because our child shell is running as an unprivileged user. We could work around that by calling sudo unshare....

But, if we create USER namespace first, and run the 2 code lines which appears in lines 12-13 from the parent shell, the child shell will obtain "root" privileges inside the new user namespace, allowing it to run additional unshare commands:

$ sudo bash -c 'echo "0 1000 1000" > /proc/<pid>/uid_map'
$ sudo bash -c 'echo "0 1000 1000" > /proc/<pid>/gid_map'

When a user namespace is being created, it starts without a mapping of user IDs (UID) and group IDs (GID) to the parent user namespace.

The mapping details of both UID and GID are located at /proc/<pid num>/uid_map and /proc/<pid num>/gid_map respectively.

When we cat the file, what we see is the mapping of UIDs (or GIDs) from the usernamespace of the process pid to the user namespace of the process that opened the file. The first two numbers specify the starting user ID in each of the two user namespaces. The third number specifies the length of the mapped range.

In lines 12-13, we are writing to those mapping files with echo the range: 0 1000 1000. Meaning user 1000 (The vagrant user from the original namespace) will be mapped to UID 0 inside the new user namespace, aka root. Thus, the new child shell can now work it's magic.

Question (c)

What is the purpose of line 4 and lines 9-10 (and similarly, line 27 and lines 29-30)? Why are they needed?

Answer (c)

The purpose is to help us easily find processes running in nested namespaces from the parent shell. $$ is a variable and represent the PID for the current shell. We are changing the comm value by writing to the /proc/$$/comm file, with the command echo "<name>" > /proc/$$/comm.

When we get to the "parent shell" we can simply grep -e -o pid,comm <name> on the results of the ps command.

Is it actually necessary? NO. Why? Because up until you unshare the pid namespace, both shells are sharing the pid universe. If we run $$ in the child shell at any point before we do that, we'll see the actual pid and are simply able to use it.

Question (d.1)

Describe how to undo and cleanup the commands above. (Note: there is more than one way; try to find the minimal way). Make sure there are no resources left dangling around.

Answer (d.1)

The minimal and simpliest way is just to exit in both shells. Since we are using the --kill-child flag, when the topmost unshare dies, it sends a signal to all it's children, effectively killing them.

The only thing that can be left dangling around is the network configurations in the "parent shell". Those can be undo by just running ip link delete dev veth0 in the "parent shell".

Of course, we should undo first the network configuration and then exit from all the shells.

Question (d.2)

Write a program that would implement the sequence above, whose usage is:

usage: isolate PROGRAM [ARGS...]

For example, the command:

isolate ps aux

would execute the command "ps aux" inside an isolated environment.

Answer (d.2)

See isolate.c - link.

Compile using gcc isolate.c -o isolate.

Execution example: ./isolate /bin/ps /proc

Question (e)

Test your program. Does it require root privileges? If so, then why? How can it be changed to not require these privileges?

Answer (e)

Yes it does, for the same reasons we've discussed in (b). It cannot create namespaces without specific permissions to do so.

There are some ways around that:

  1. Run that as root, like stated above
  2. Use the setuid bit, change the ownership of the binary file to root with the setuid bit set, this way, the binary will always start with enough capabilities to create the isolated sandbox.
  3. Use linux capabilities instead of root, giving it more granular permissions by CAP_SYS_ADMIN or CAP_SYS_SETUID.

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3rd assignment at "Advanced Topics in Operating Systems" course

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