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David Howells 9ae326a690 CacheFiles: A cache that backs onto a mounted filesystem
Add an FS-Cache cache-backend that permits a mounted filesystem to be used as a
backing store for the cache.

CacheFiles uses a userspace daemon to do some of the cache management - such as
reaping stale nodes and culling.  This is called cachefilesd and lives in
/sbin.  The source for the daemon can be downloaded from:

	http://people.redhat.com/~dhowells/cachefs/cachefilesd.c

And an example configuration from:

	http://people.redhat.com/~dhowells/cachefs/cachefilesd.conf

The filesystem and data integrity of the cache are only as good as those of the
filesystem providing the backing services.  Note that CacheFiles does not
attempt to journal anything since the journalling interfaces of the various
filesystems are very specific in nature.

CacheFiles creates a misc character device - "/dev/cachefiles" - that is used
to communication with the daemon.  Only one thing may have this open at once,
and whilst it is open, a cache is at least partially in existence.  The daemon
opens this and sends commands down it to control the cache.

CacheFiles is currently limited to a single cache.

CacheFiles attempts to maintain at least a certain percentage of free space on
the filesystem, shrinking the cache by culling the objects it contains to make
space if necessary - see the "Cache Culling" section.  This means it can be
placed on the same medium as a live set of data, and will expand to make use of
spare space and automatically contract when the set of data requires more
space.

============
REQUIREMENTS
============

The use of CacheFiles and its daemon requires the following features to be
available in the system and in the cache filesystem:

	- dnotify.

	- extended attributes (xattrs).

	- openat() and friends.

	- bmap() support on files in the filesystem (FIBMAP ioctl).

	- The use of bmap() to detect a partial page at the end of the file.

It is strongly recommended that the "dir_index" option is enabled on Ext3
filesystems being used as a cache.

=============
CONFIGURATION
=============

The cache is configured by a script in /etc/cachefilesd.conf.  These commands
set up cache ready for use.  The following script commands are available:

 (*) brun <N>%
 (*) bcull <N>%
 (*) bstop <N>%
 (*) frun <N>%
 (*) fcull <N>%
 (*) fstop <N>%

	Configure the culling limits.  Optional.  See the section on culling
	The defaults are 7% (run), 5% (cull) and 1% (stop) respectively.

	The commands beginning with a 'b' are file space (block) limits, those
	beginning with an 'f' are file count limits.

 (*) dir <path>

	Specify the directory containing the root of the cache.  Mandatory.

 (*) tag <name>

	Specify a tag to FS-Cache to use in distinguishing multiple caches.
	Optional.  The default is "CacheFiles".

 (*) debug <mask>

	Specify a numeric bitmask to control debugging in the kernel module.
	Optional.  The default is zero (all off).  The following values can be
	OR'd into the mask to collect various information:

		1	Turn on trace of function entry (_enter() macros)
		2	Turn on trace of function exit (_leave() macros)
		4	Turn on trace of internal debug points (_debug())

	This mask can also be set through sysfs, eg:

		echo 5 >/sys/modules/cachefiles/parameters/debug

==================
STARTING THE CACHE
==================

The cache is started by running the daemon.  The daemon opens the cache device,
configures the cache and tells it to begin caching.  At that point the cache
binds to fscache and the cache becomes live.

The daemon is run as follows:

	/sbin/cachefilesd [-d]* [-s] [-n] [-f <configfile>]

The flags are:

 (*) -d

	Increase the debugging level.  This can be specified multiple times and
	is cumulative with itself.

 (*) -s

	Send messages to stderr instead of syslog.

 (*) -n

	Don't daemonise and go into background.

 (*) -f <configfile>

	Use an alternative configuration file rather than the default one.

===============
THINGS TO AVOID
===============

Do not mount other things within the cache as this will cause problems.  The
kernel module contains its own very cut-down path walking facility that ignores
mountpoints, but the daemon can't avoid them.

Do not create, rename or unlink files and directories in the cache whilst the
cache is active, as this may cause the state to become uncertain.

Renaming files in the cache might make objects appear to be other objects (the
filename is part of the lookup key).

Do not change or remove the extended attributes attached to cache files by the
cache as this will cause the cache state management to get confused.

Do not create files or directories in the cache, lest the cache get confused or
serve incorrect data.

Do not chmod files in the cache.  The module creates things with minimal
permissions to prevent random users being able to access them directly.

=============
CACHE CULLING
=============

The cache may need culling occasionally to make space.  This involves
discarding objects from the cache that have been used less recently than
anything else.  Culling is based on the access time of data objects.  Empty
directories are culled if not in use.

Cache culling is done on the basis of the percentage of blocks and the
percentage of files available in the underlying filesystem.  There are six
"limits":

 (*) brun
 (*) frun

     If the amount of free space and the number of available files in the cache
     rises above both these limits, then culling is turned off.

 (*) bcull
 (*) fcull

     If the amount of available space or the number of available files in the
     cache falls below either of these limits, then culling is started.

 (*) bstop
 (*) fstop

     If the amount of available space or the number of available files in the
     cache falls below either of these limits, then no further allocation of
     disk space or files is permitted until culling has raised things above
     these limits again.

These must be configured thusly:

	0 <= bstop < bcull < brun < 100
	0 <= fstop < fcull < frun < 100

Note that these are percentages of available space and available files, and do
_not_ appear as 100 minus the percentage displayed by the "df" program.

The userspace daemon scans the cache to build up a table of cullable objects.
These are then culled in least recently used order.  A new scan of the cache is
started as soon as space is made in the table.  Objects will be skipped if
their atimes have changed or if the kernel module says it is still using them.

===============
CACHE STRUCTURE
===============

The CacheFiles module will create two directories in the directory it was
given:

 (*) cache/

 (*) graveyard/

The active cache objects all reside in the first directory.  The CacheFiles
kernel module moves any retired or culled objects that it can't simply unlink
to the graveyard from which the daemon will actually delete them.

The daemon uses dnotify to monitor the graveyard directory, and will delete
anything that appears therein.

The module represents index objects as directories with the filename "I..." or
"J...".  Note that the "cache/" directory is itself a special index.

Data objects are represented as files if they have no children, or directories
if they do.  Their filenames all begin "D..." or "E...".  If represented as a
directory, data objects will have a file in the directory called "data" that
actually holds the data.

Special objects are similar to data objects, except their filenames begin
"S..." or "T...".

If an object has children, then it will be represented as a directory.
Immediately in the representative directory are a collection of directories
named for hash values of the child object keys with an '@' prepended.  Into
this directory, if possible, will be placed the representations of the child
objects:

	INDEX     INDEX      INDEX                             DATA FILES
	========= ========== ================================= ================
	cache/@4a/I03nfs/@30/Ji000000000000000--fHg8hi8400
	cache/@4a/I03nfs/@30/Ji000000000000000--fHg8hi8400/@75/Es0g000w...DB1ry
	cache/@4a/I03nfs/@30/Ji000000000000000--fHg8hi8400/@75/Es0g000w...N22ry
	cache/@4a/I03nfs/@30/Ji000000000000000--fHg8hi8400/@75/Es0g000w...FP1ry

If the key is so long that it exceeds NAME_MAX with the decorations added on to
it, then it will be cut into pieces, the first few of which will be used to
make a nest of directories, and the last one of which will be the objects
inside the last directory.  The names of the intermediate directories will have
'+' prepended:

	J1223/@23/+xy...z/+kl...m/Epqr

Note that keys are raw data, and not only may they exceed NAME_MAX in size,
they may also contain things like '/' and NUL characters, and so they may not
be suitable for turning directly into a filename.

To handle this, CacheFiles will use a suitably printable filename directly and
"base-64" encode ones that aren't directly suitable.  The two versions of
object filenames indicate the encoding:

	OBJECT TYPE	PRINTABLE	ENCODED
	===============	===============	===============
	Index		"I..."		"J..."
	Data		"D..."		"E..."
	Special		"S..."		"T..."

Intermediate directories are always "@" or "+" as appropriate.

Each object in the cache has an extended attribute label that holds the object
type ID (required to distinguish special objects) and the auxiliary data from
the netfs.  The latter is used to detect stale objects in the cache and update
or retire them.

Note that CacheFiles will erase from the cache any file it doesn't recognise or
any file of an incorrect type (such as a FIFO file or a device file).

==========================
SECURITY MODEL AND SELINUX
==========================

CacheFiles is implemented to deal properly with the LSM security features of
the Linux kernel and the SELinux facility.

One of the problems that CacheFiles faces is that it is generally acting on
behalf of a process, and running in that process's context, and that includes a
security context that is not appropriate for accessing the cache - either
because the files in the cache are inaccessible to that process, or because if
the process creates a file in the cache, that file may be inaccessible to other
processes.

The way CacheFiles works is to temporarily change the security context (fsuid,
fsgid and actor security label) that the process acts as - without changing the
security context of the process when it the target of an operation performed by
some other process (so signalling and suchlike still work correctly).

When the CacheFiles module is asked to bind to its cache, it:

 (1) Finds the security label attached to the root cache directory and uses
     that as the security label with which it will create files.  By default,
     this is:

	cachefiles_var_t

 (2) Finds the security label of the process which issued the bind request
     (presumed to be the cachefilesd daemon), which by default will be:

	cachefilesd_t

     and asks LSM to supply a security ID as which it should act given the
     daemon's label.  By default, this will be:

	cachefiles_kernel_t

     SELinux transitions the daemon's security ID to the module's security ID
     based on a rule of this form in the policy.

	type_transition <daemon's-ID> kernel_t : process <module's-ID>;

     For instance:

	type_transition cachefilesd_t kernel_t : process cachefiles_kernel_t;

The module's security ID gives it permission to create, move and remove files
and directories in the cache, to find and access directories and files in the
cache, to set and access extended attributes on cache objects, and to read and
write files in the cache.

The daemon's security ID gives it only a very restricted set of permissions: it
may scan directories, stat files and erase files and directories.  It may
not read or write files in the cache, and so it is precluded from accessing the
data cached therein; nor is it permitted to create new files in the cache.

There are policy source files available in:

	http://people.redhat.com/~dhowells/fscache/cachefilesd-0.8.tar.bz2

and later versions.  In that tarball, see the files:

	cachefilesd.te
	cachefilesd.fc
	cachefilesd.if

They are built and installed directly by the RPM.

If a non-RPM based system is being used, then copy the above files to their own
directory and run:

	make -f /usr/share/selinux/devel/Makefile
	semodule -i cachefilesd.pp

You will need checkpolicy and selinux-policy-devel installed prior to the
build.

By default, the cache is located in /var/fscache, but if it is desirable that
it should be elsewhere, than either the above policy files must be altered, or
an auxiliary policy must be installed to label the alternate location of the
cache.

For instructions on how to add an auxiliary policy to enable the cache to be
located elsewhere when SELinux is in enforcing mode, please see:

	/usr/share/doc/cachefilesd-*/move-cache.txt

When the cachefilesd rpm is installed; alternatively, the document can be found
in the sources.

==================
A NOTE ON SECURITY
==================

CacheFiles makes use of the split security in the task_struct.  It allocates
its own task_security structure, and redirects current->act_as to point to it
when it acts on behalf of another process, in that process's context.

The reason it does this is that it calls vfs_mkdir() and suchlike rather than
bypassing security and calling inode ops directly.  Therefore the VFS and LSM
may deny the CacheFiles access to the cache data because under some
circumstances the caching code is running in the security context of whatever
process issued the original syscall on the netfs.

Furthermore, should CacheFiles create a file or directory, the security
parameters with that object is created (UID, GID, security label) would be
derived from that process that issued the system call, thus potentially
preventing other processes from accessing the cache - including CacheFiles's
cache management daemon (cachefilesd).

What is required is to temporarily override the security of the process that
issued the system call.  We can't, however, just do an in-place change of the
security data as that affects the process as an object, not just as a subject.
This means it may lose signals or ptrace events for example, and affects what
the process looks like in /proc.

So CacheFiles makes use of a logical split in the security between the
objective security (task->sec) and the subjective security (task->act_as).  The
objective security holds the intrinsic security properties of a process and is
never overridden.  This is what appears in /proc, and is what is used when a
process is the target of an operation by some other process (SIGKILL for
example).

The subjective security holds the active security properties of a process, and
may be overridden.  This is not seen externally, and is used whan a process
acts upon another object, for example SIGKILLing another process or opening a
file.

LSM hooks exist that allow SELinux (or Smack or whatever) to reject a request
for CacheFiles to run in a context of a specific security label, or to create
files and directories with another security label.

This documentation is added by the patch to:

	Documentation/filesystems/caching/cachefiles.txt

Signed-Off-By: David Howells <dhowells@redhat.com>
Acked-by: Steve Dickson <steved@redhat.com>
Acked-by: Trond Myklebust <Trond.Myklebust@netapp.com>
Acked-by: Al Viro <viro@zeniv.linux.org.uk>
Tested-by: Daire Byrne <Daire.Byrne@framestore.com>
2009-04-03 16:42:41 +01:00
arch Merge branch 'for-linus' of git://git.kernel.org/pub/scm/linux/kernel/git/viro/vfs-2.6 2009-04-02 21:09:10 -07:00
block Merge branch 'percpu-cpumask-x86-for-linus-2' of git://git.kernel.org/pub/scm/linux/kernel/git/tip/linux-2.6-tip 2009-03-28 13:48:38 -07:00
crypto Merge git://git.kernel.org/pub/scm/linux/kernel/git/herbert/crypto-2.6 2009-03-26 11:04:34 -07:00
Documentation CacheFiles: A cache that backs onto a mounted filesystem 2009-04-03 16:42:41 +01:00
drivers Merge branch 'for-linus' of git://git.kernel.org/pub/scm/linux/kernel/git/viro/vfs-2.6 2009-04-02 21:09:10 -07:00
firmware smc91c92_cs: use request_firmware 2009-03-30 20:25:13 +05:30
fs CacheFiles: A cache that backs onto a mounted filesystem 2009-04-03 16:42:41 +01:00
include CacheFiles: Permit the page lock state to be monitored 2009-04-03 16:42:39 +01:00
init Create a dynamically sized pool of threads for doing very slow work items 2009-04-03 16:42:35 +01:00
ipc Merge branch 'for-linus' of git://git.kernel.org/pub/scm/linux/kernel/git/viro/vfs-2.6 2009-04-02 21:09:10 -07:00
kernel Document the slow work thread pool 2009-04-03 16:42:35 +01:00
lib cpumask: fix slab corruption caused by alloc_cpumask_var_node() 2009-04-02 19:05:11 -07:00
mm CacheFiles: Permit the page lock state to be monitored 2009-04-03 16:42:39 +01:00
net Merge branch 'for-linus' of git://git.kernel.org/pub/scm/linux/kernel/git/viro/vfs-2.6 2009-04-02 21:09:10 -07:00
samples samples: mark {static|__init|__exit} for {init|exit} functions 2009-01-06 15:59:12 -08:00
scripts Merge branch 'core/percpu' into percpu-cpumask-x86-for-linus-2 2009-03-27 17:28:43 +01:00
security CacheFiles: Export things for CacheFiles 2009-04-03 16:42:40 +01:00
sound proc 2/2: remove struct proc_dir_entry::owner 2009-03-31 01:14:44 +04:00
usr bzip2/lzma: don't ask for compression mode for the default initramfs 2009-03-28 17:27:15 -07:00
virt/kvm KVM: Get support IRQ routing entry counts 2009-03-24 11:03:14 +02:00
.gitignore
.mailmap Add Sascha Hauer to .mailmap 2009-02-06 08:47:25 -08:00
COPYING
CREDITS MAINTAINERS: move old ide-{floppy,tape} entries to CREDITS (take 2) 2009-03-31 20:15:31 +02:00
Kbuild kbuild: asm symlink support for arch/$ARCH/include 2008-07-25 22:12:34 +02:00
MAINTAINERS Merge git://git.kernel.org/pub/scm/linux/kernel/git/davem/net-2.6 2009-04-02 21:05:30 -07:00
Makefile Merge branch 'core/percpu' into percpu-cpumask-x86-for-linus-2 2009-03-27 17:28:43 +01:00
README README: fix a wrong filename 2009-02-20 17:57:49 -08:00
REPORTING-BUGS

	Linux kernel release 2.6.xx <http://kernel.org/>

These are the release notes for Linux version 2.6.  Read them carefully,
as they tell you what this is all about, explain how to install the
kernel, and what to do if something goes wrong. 

WHAT IS LINUX?

  Linux is a clone of the operating system Unix, written from scratch by
  Linus Torvalds with assistance from a loosely-knit team of hackers across
  the Net. It aims towards POSIX and Single UNIX Specification compliance.

  It has all the features you would expect in a modern fully-fledged Unix,
  including true multitasking, virtual memory, shared libraries, demand
  loading, shared copy-on-write executables, proper memory management,
  and multistack networking including IPv4 and IPv6.

  It is distributed under the GNU General Public License - see the
  accompanying COPYING file for more details. 

ON WHAT HARDWARE DOES IT RUN?

  Although originally developed first for 32-bit x86-based PCs (386 or higher),
  today Linux also runs on (at least) the Compaq Alpha AXP, Sun SPARC and
  UltraSPARC, Motorola 68000, PowerPC, PowerPC64, ARM, Hitachi SuperH, Cell,
  IBM S/390, MIPS, HP PA-RISC, Intel IA-64, DEC VAX, AMD x86-64, AXIS CRIS,
  Xtensa, AVR32 and Renesas M32R architectures.

  Linux is easily portable to most general-purpose 32- or 64-bit architectures
  as long as they have a paged memory management unit (PMMU) and a port of the
  GNU C compiler (gcc) (part of The GNU Compiler Collection, GCC). Linux has
  also been ported to a number of architectures without a PMMU, although
  functionality is then obviously somewhat limited.
  Linux has also been ported to itself. You can now run the kernel as a
  userspace application - this is called UserMode Linux (UML).

DOCUMENTATION:

 - There is a lot of documentation available both in electronic form on
   the Internet and in books, both Linux-specific and pertaining to
   general UNIX questions.  I'd recommend looking into the documentation
   subdirectories on any Linux FTP site for the LDP (Linux Documentation
   Project) books.  This README is not meant to be documentation on the
   system: there are much better sources available.

 - There are various README files in the Documentation/ subdirectory:
   these typically contain kernel-specific installation notes for some 
   drivers for example. See Documentation/00-INDEX for a list of what
   is contained in each file.  Please read the Changes file, as it
   contains information about the problems, which may result by upgrading
   your kernel.

 - The Documentation/DocBook/ subdirectory contains several guides for
   kernel developers and users.  These guides can be rendered in a
   number of formats:  PostScript (.ps), PDF, HTML, & man-pages, among others.
   After installation, "make psdocs", "make pdfdocs", "make htmldocs",
   or "make mandocs" will render the documentation in the requested format.

INSTALLING the kernel source:

 - If you install the full sources, put the kernel tarball in a
   directory where you have permissions (eg. your home directory) and
   unpack it:

		gzip -cd linux-2.6.XX.tar.gz | tar xvf -

   or
		bzip2 -dc linux-2.6.XX.tar.bz2 | tar xvf -


   Replace "XX" with the version number of the latest kernel.

   Do NOT use the /usr/src/linux area! This area has a (usually
   incomplete) set of kernel headers that are used by the library header
   files.  They should match the library, and not get messed up by
   whatever the kernel-du-jour happens to be.

 - You can also upgrade between 2.6.xx releases by patching.  Patches are
   distributed in the traditional gzip and the newer bzip2 format.  To
   install by patching, get all the newer patch files, enter the
   top level directory of the kernel source (linux-2.6.xx) and execute:

		gzip -cd ../patch-2.6.xx.gz | patch -p1

   or
		bzip2 -dc ../patch-2.6.xx.bz2 | patch -p1

   (repeat xx for all versions bigger than the version of your current
   source tree, _in_order_) and you should be ok.  You may want to remove
   the backup files (xxx~ or xxx.orig), and make sure that there are no
   failed patches (xxx# or xxx.rej). If there are, either you or me has
   made a mistake.

   Unlike patches for the 2.6.x kernels, patches for the 2.6.x.y kernels
   (also known as the -stable kernels) are not incremental but instead apply
   directly to the base 2.6.x kernel.  Please read
   Documentation/applying-patches.txt for more information.

   Alternatively, the script patch-kernel can be used to automate this
   process.  It determines the current kernel version and applies any
   patches found.

		linux/scripts/patch-kernel linux

   The first argument in the command above is the location of the
   kernel source.  Patches are applied from the current directory, but
   an alternative directory can be specified as the second argument.

 - If you are upgrading between releases using the stable series patches
   (for example, patch-2.6.xx.y), note that these "dot-releases" are
   not incremental and must be applied to the 2.6.xx base tree. For
   example, if your base kernel is 2.6.12 and you want to apply the
   2.6.12.3 patch, you do not and indeed must not first apply the
   2.6.12.1 and 2.6.12.2 patches. Similarly, if you are running kernel
   version 2.6.12.2 and want to jump to 2.6.12.3, you must first
   reverse the 2.6.12.2 patch (that is, patch -R) _before_ applying
   the 2.6.12.3 patch.
   You can read more on this in Documentation/applying-patches.txt

 - Make sure you have no stale .o files and dependencies lying around:

		cd linux
		make mrproper

   You should now have the sources correctly installed.

SOFTWARE REQUIREMENTS

   Compiling and running the 2.6.xx kernels requires up-to-date
   versions of various software packages.  Consult
   Documentation/Changes for the minimum version numbers required
   and how to get updates for these packages.  Beware that using
   excessively old versions of these packages can cause indirect
   errors that are very difficult to track down, so don't assume that
   you can just update packages when obvious problems arise during
   build or operation.

BUILD directory for the kernel:

   When compiling the kernel all output files will per default be
   stored together with the kernel source code.
   Using the option "make O=output/dir" allow you to specify an alternate
   place for the output files (including .config).
   Example:
     kernel source code:	/usr/src/linux-2.6.N
     build directory:		/home/name/build/kernel

   To configure and build the kernel use:
   cd /usr/src/linux-2.6.N
   make O=/home/name/build/kernel menuconfig
   make O=/home/name/build/kernel
   sudo make O=/home/name/build/kernel modules_install install

   Please note: If the 'O=output/dir' option is used then it must be
   used for all invocations of make.

CONFIGURING the kernel:

   Do not skip this step even if you are only upgrading one minor
   version.  New configuration options are added in each release, and
   odd problems will turn up if the configuration files are not set up
   as expected.  If you want to carry your existing configuration to a
   new version with minimal work, use "make oldconfig", which will
   only ask you for the answers to new questions.

 - Alternate configuration commands are:
	"make config"      Plain text interface.
	"make menuconfig"  Text based color menus, radiolists & dialogs.
	"make xconfig"     X windows (Qt) based configuration tool.
	"make gconfig"     X windows (Gtk) based configuration tool.
	"make oldconfig"   Default all questions based on the contents of
			   your existing ./.config file and asking about
			   new config symbols.
	"make silentoldconfig"
			   Like above, but avoids cluttering the screen
			   with questions already answered.
	"make defconfig"   Create a ./.config file by using the default
			   symbol values from arch/$ARCH/defconfig.
	"make allyesconfig"
			   Create a ./.config file by setting symbol
			   values to 'y' as much as possible.
	"make allmodconfig"
			   Create a ./.config file by setting symbol
			   values to 'm' as much as possible.
	"make allnoconfig" Create a ./.config file by setting symbol
			   values to 'n' as much as possible.
	"make randconfig"  Create a ./.config file by setting symbol
			   values to random values.

   You can find more information on using the Linux kernel config tools
   in Documentation/kbuild/kconfig.txt.

	NOTES on "make config":
	- having unnecessary drivers will make the kernel bigger, and can
	  under some circumstances lead to problems: probing for a
	  nonexistent controller card may confuse your other controllers
	- compiling the kernel with "Processor type" set higher than 386
	  will result in a kernel that does NOT work on a 386.  The
	  kernel will detect this on bootup, and give up.
	- A kernel with math-emulation compiled in will still use the
	  coprocessor if one is present: the math emulation will just
	  never get used in that case.  The kernel will be slightly larger,
	  but will work on different machines regardless of whether they
	  have a math coprocessor or not. 
	- the "kernel hacking" configuration details usually result in a
	  bigger or slower kernel (or both), and can even make the kernel
	  less stable by configuring some routines to actively try to
	  break bad code to find kernel problems (kmalloc()).  Thus you
	  should probably answer 'n' to the questions for
          "development", "experimental", or "debugging" features.

COMPILING the kernel:

 - Make sure you have at least gcc 3.2 available.
   For more information, refer to Documentation/Changes.

   Please note that you can still run a.out user programs with this kernel.

 - Do a "make" to create a compressed kernel image. It is also
   possible to do "make install" if you have lilo installed to suit the
   kernel makefiles, but you may want to check your particular lilo setup first.

   To do the actual install you have to be root, but none of the normal
   build should require that. Don't take the name of root in vain.

 - If you configured any of the parts of the kernel as `modules', you
   will also have to do "make modules_install".

 - Verbose kernel compile/build output:

   Normally the kernel build system runs in a fairly quiet mode (but not
   totally silent).  However, sometimes you or other kernel developers need
   to see compile, link, or other commands exactly as they are executed.
   For this, use "verbose" build mode.  This is done by inserting
   "V=1" in the "make" command.  E.g.:

	make V=1 all

   To have the build system also tell the reason for the rebuild of each
   target, use "V=2".  The default is "V=0".

 - Keep a backup kernel handy in case something goes wrong.  This is 
   especially true for the development releases, since each new release
   contains new code which has not been debugged.  Make sure you keep a
   backup of the modules corresponding to that kernel, as well.  If you
   are installing a new kernel with the same version number as your
   working kernel, make a backup of your modules directory before you
   do a "make modules_install".
   Alternatively, before compiling, use the kernel config option
   "LOCALVERSION" to append a unique suffix to the regular kernel version.
   LOCALVERSION can be set in the "General Setup" menu.

 - In order to boot your new kernel, you'll need to copy the kernel
   image (e.g. .../linux/arch/i386/boot/bzImage after compilation)
   to the place where your regular bootable kernel is found. 

 - Booting a kernel directly from a floppy without the assistance of a
   bootloader such as LILO, is no longer supported.

   If you boot Linux from the hard drive, chances are you use LILO which
   uses the kernel image as specified in the file /etc/lilo.conf.  The
   kernel image file is usually /vmlinuz, /boot/vmlinuz, /bzImage or
   /boot/bzImage.  To use the new kernel, save a copy of the old image
   and copy the new image over the old one.  Then, you MUST RERUN LILO
   to update the loading map!! If you don't, you won't be able to boot
   the new kernel image.

   Reinstalling LILO is usually a matter of running /sbin/lilo. 
   You may wish to edit /etc/lilo.conf to specify an entry for your
   old kernel image (say, /vmlinux.old) in case the new one does not
   work.  See the LILO docs for more information. 

   After reinstalling LILO, you should be all set.  Shutdown the system,
   reboot, and enjoy!

   If you ever need to change the default root device, video mode,
   ramdisk size, etc.  in the kernel image, use the 'rdev' program (or
   alternatively the LILO boot options when appropriate).  No need to
   recompile the kernel to change these parameters. 

 - Reboot with the new kernel and enjoy. 

IF SOMETHING GOES WRONG:

 - If you have problems that seem to be due to kernel bugs, please check
   the file MAINTAINERS to see if there is a particular person associated
   with the part of the kernel that you are having trouble with. If there
   isn't anyone listed there, then the second best thing is to mail
   them to me (torvalds@linux-foundation.org), and possibly to any other
   relevant mailing-list or to the newsgroup.

 - In all bug-reports, *please* tell what kernel you are talking about,
   how to duplicate the problem, and what your setup is (use your common
   sense).  If the problem is new, tell me so, and if the problem is
   old, please try to tell me when you first noticed it.

 - If the bug results in a message like

	unable to handle kernel paging request at address C0000010
	Oops: 0002
	EIP:   0010:XXXXXXXX
	eax: xxxxxxxx   ebx: xxxxxxxx   ecx: xxxxxxxx   edx: xxxxxxxx
	esi: xxxxxxxx   edi: xxxxxxxx   ebp: xxxxxxxx
	ds: xxxx  es: xxxx  fs: xxxx  gs: xxxx
	Pid: xx, process nr: xx
	xx xx xx xx xx xx xx xx xx xx

   or similar kernel debugging information on your screen or in your
   system log, please duplicate it *exactly*.  The dump may look
   incomprehensible to you, but it does contain information that may
   help debugging the problem.  The text above the dump is also
   important: it tells something about why the kernel dumped code (in
   the above example it's due to a bad kernel pointer). More information
   on making sense of the dump is in Documentation/oops-tracing.txt

 - If you compiled the kernel with CONFIG_KALLSYMS you can send the dump
   as is, otherwise you will have to use the "ksymoops" program to make
   sense of the dump (but compiling with CONFIG_KALLSYMS is usually preferred).
   This utility can be downloaded from
   ftp://ftp.<country>.kernel.org/pub/linux/utils/kernel/ksymoops/ .
   Alternately you can do the dump lookup by hand:

 - In debugging dumps like the above, it helps enormously if you can
   look up what the EIP value means.  The hex value as such doesn't help
   me or anybody else very much: it will depend on your particular
   kernel setup.  What you should do is take the hex value from the EIP
   line (ignore the "0010:"), and look it up in the kernel namelist to
   see which kernel function contains the offending address.

   To find out the kernel function name, you'll need to find the system
   binary associated with the kernel that exhibited the symptom.  This is
   the file 'linux/vmlinux'.  To extract the namelist and match it against
   the EIP from the kernel crash, do:

		nm vmlinux | sort | less

   This will give you a list of kernel addresses sorted in ascending
   order, from which it is simple to find the function that contains the
   offending address.  Note that the address given by the kernel
   debugging messages will not necessarily match exactly with the
   function addresses (in fact, that is very unlikely), so you can't
   just 'grep' the list: the list will, however, give you the starting
   point of each kernel function, so by looking for the function that
   has a starting address lower than the one you are searching for but
   is followed by a function with a higher address you will find the one
   you want.  In fact, it may be a good idea to include a bit of
   "context" in your problem report, giving a few lines around the
   interesting one. 

   If you for some reason cannot do the above (you have a pre-compiled
   kernel image or similar), telling me as much about your setup as
   possible will help.  Please read the REPORTING-BUGS document for details.

 - Alternately, you can use gdb on a running kernel. (read-only; i.e. you
   cannot change values or set break points.) To do this, first compile the
   kernel with -g; edit arch/i386/Makefile appropriately, then do a "make
   clean". You'll also need to enable CONFIG_PROC_FS (via "make config").

   After you've rebooted with the new kernel, do "gdb vmlinux /proc/kcore".
   You can now use all the usual gdb commands. The command to look up the
   point where your system crashed is "l *0xXXXXXXXX". (Replace the XXXes
   with the EIP value.)

   gdb'ing a non-running kernel currently fails because gdb (wrongly)
   disregards the starting offset for which the kernel is compiled.