linux/Documentation
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
..
ABI Merge branch 'for_linus' of git://git.kernel.org/pub/scm/linux/kernel/git/tytso/ext4 2009-04-01 10:57:49 -07:00
accounting Documentation/accounting/getdelays.c: fix endless loop 2009-01-15 16:39:37 -08:00
acpi
aoe
arm Merge branch 'next-s3c-pm' of git://aeryn.fluff.org.uk/bjdooks/linux into devel 2009-03-26 22:44:43 +00:00
auxdisplay
blackfin Blackfin arch: Add document about bfin-gpio 2009-01-07 23:14:38 +08:00
block block: Repeated lines in switching-sched.txt 2009-03-26 11:01:28 +01:00
blockdev
cdrom
cgroups memcg: fix OOM killer under memcg 2009-04-02 19:04:55 -07:00
connector Documentation/connector/cn_test.c: don't use gfp_any() 2009-02-12 16:47:01 -08:00
console
cpu-freq [CPUFREQ] ondemand/conservative: sanitize sampling_rate restrictions 2009-02-24 22:47:31 -05:00
cpuidle
cris
crypto
development-process Fix a typo in the development process document. 2009-01-08 16:32:13 -07:00
device-mapper
DocBook documentation: ignore byproducts from latex 2009-04-02 19:04:53 -07:00
driver-model PATCH [1/2] Documentation/driver-model/device.txt: fix struct device_attribute 2009-02-22 09:27:15 -08:00
dvb V4L/DVB (11138): get_dvb_firmware: add support for downloading the cx2584x firmware for pvrusb2 2009-03-30 12:43:31 -03:00
early-userspace
fault-injection
fb fbdev: remove cyblafb driver 2009-04-01 08:59:33 -07:00
filesystems CacheFiles: A cache that backs onto a mounted filesystem 2009-04-03 16:42:41 +01:00
firmware_class
frv
hwmon hwmon: Add LTC4215 driver 2009-04-01 08:59:21 -07:00
i2c Move the pcf8591 driver to hwmon 2009-03-30 21:46:43 +02:00
i2o
ia64
ide
infiniband
input
ioctl V4L/DVB (10870a): remove all references for video_decoder.h 2009-03-30 12:43:15 -03:00
isdn
ja_JP Sync patch for jp_JP/stable_kernel_rules.txt 2009-01-28 15:55:48 -08:00
kbuild kbuild: fix kbuild.txt typos 2009-01-14 21:42:51 +01:00
kdump
ko_KR
laptops ACPI: thinkpad-acpi: bump up version to 0.22 2009-01-15 13:48:24 -05:00
lguest lguest: barrier me harder 2009-03-30 21:55:26 +10:30
m68k
make
mips ide: remove unused CONFIG_BLK_DEV_IDE_AU1XXX_SEQTS_PER_RQ 2009-01-14 19:19:03 +01:00
misc-devices drivers/misc/isl29003.c: driver for the ISL29003 ambient light sensor 2009-04-01 08:59:18 -07:00
mn10300
mtd
namespaces
netlabel
networking Neterion: Driver help file 2009-04-02 00:33:39 -07:00
parisc
PCI PCI MSI: Add example request loop to MSI-HOWTO.txt 2009-03-20 11:35:04 -07:00
pcmcia
power
powerpc powerpc: add mmc-spi-slot bindings 2009-04-01 08:59:23 -07:00
prctl
RCU rcu: documentation 1Q09 update 2009-03-10 15:55:11 -07:00
s390 documentation: update s390 header file paths 2009-01-06 15:59:28 -08:00
scheduler sched, documentation: remove old O(1) scheduler document 2009-03-02 12:02:52 +01:00
scsi [SCSI] osd: Documentation for OSD library 2009-03-12 12:58:09 -05:00
serial
sh
sound Merge branch 'topic/oxygen' into for-linus 2009-03-24 00:36:17 +01:00
sparc
spi hwmon: (lm70) Code streamlining and cleanup 2009-01-07 16:37:34 +01:00
sysctl documentation: fix unix_dgram_qlen description 2009-04-02 19:04:53 -07:00
telephony
thermal
timers
tracers doc: mmiotrace.txt, buffer size control change 2009-02-15 20:05:13 +01:00
uml
usb USB: usbmon: Add binary API v1 2009-03-24 16:20:36 -07:00
video4linux V4L/DVB (11225): v4lgrab: fix compilation warnings 2009-03-30 12:43:41 -03:00
vm mm: remove try_to_munlock from vmscan 2009-01-06 15:59:03 -08:00
w1 w1: send status messages after command processing 2009-01-08 08:31:14 -08:00
watchdog
wimax i2400m: documentation and instructions for usage 2009-01-07 10:00:18 -08:00
x86 Merge branch 'x86/doc' into x86/core 2009-03-05 21:49:44 +01:00
zh_CN
00-INDEX
applying-patches.txt
atomic_ops.txt
bad_memory.txt
basic_profiling.txt
binfmt_misc.txt
braille-console.txt
bt8xxgpio.txt
BUG-HUNTING
c2port.txt
cachetlb.txt
Changes Documentation/Changes: add required versions for new filesystems 2009-01-29 18:19:30 -08:00
CodingStyle fix emacs indenting howto filename expansion 2009-01-29 18:19:29 -08:00
cpu-hotplug.txt
cpu-load.txt
cputopology.txt cpumask: Use topology_core_cpumask()/topology_thread_cpumask() 2009-01-11 19:12:49 +01:00
credentials.txt
dcdbas.txt
debugging-modules.txt
debugging-via-ohci1394.txt
dell_rbu.txt
devices.txt [SCSI] major.h: char-major number for OSD device driver 2009-03-12 12:58:05 -05:00
DMA-API.txt dma-debug: Documentation update 2009-03-17 12:56:47 +01:00
DMA-attributes.txt
DMA-ISA-LPC.txt
DMA-mapping.txt documentation: update header file paths 2009-01-06 15:59:28 -08:00
dmaengine.txt
dontdiff dontdiff: Fix asm exclude 2009-03-26 15:45:43 -07:00
dynamic-debug-howto.txt Dynamic debug: allow simple quoting of words 2009-03-24 16:38:27 -07:00
edac.txt
eisa.txt
email-clients.txt
exception.txt
feature-removal-schedule.txt gpio: gpio_{request,free}() now required (feature removal) 2009-04-02 19:04:51 -07:00
ftrace.txt
gpio.txt gpio: gpio_{request,free}() now required (feature removal) 2009-04-02 19:04:51 -07:00
highuid.txt
HOWTO
hw_random.txt
ics932s401
initrd.txt
Intel-IOMMU.txt
io_ordering.txt
io-mapping.txt
IO-mapping.txt Documentation: move DMA-mapping.txt to Doc/PCI/ 2009-01-29 18:19:29 -08:00
iostats.txt
IPMI.txt
IRQ-affinity.txt
IRQ.txt
irqflags-tracing.txt
isapnp.txt
java.txt
kernel-doc-nano-HOWTO.txt kernel-doc: preferred ending marker and examples 2009-02-11 14:25:36 -08:00
kernel-docs.txt
kernel-parameters.txt Merge branch 'linux-next' of git://git.kernel.org/pub/scm/linux/kernel/git/jbarnes/pci-2.6 2009-04-01 09:47:12 -07:00
keys-request-key.txt
keys.txt
kobject.txt
kprobes.txt kprobes: support probing module __exit function 2009-01-06 15:59:21 -08:00
kref.txt
ldm.txt
leds-class.txt
local_ops.txt
lockdep-design.txt lockdep: get_user_chars() redo 2009-02-14 23:28:22 +01:00
lockstat.txt
logo.svg linux.conf.au 2009: Tuz 2009-03-16 07:55:37 -07:00
logo.txt linux.conf.au 2009: Tuz 2009-03-16 07:55:37 -07:00
magic-number.txt documentation: update header file paths 2009-01-06 15:59:28 -08:00
Makefile
ManagementStyle
markers.txt
mca.txt
md.txt
memory-barriers.txt
memory-hotplug.txt mm: show node to memory section relationship with symlinks in sysfs 2009-01-06 15:59:00 -08:00
memory.txt
mono.txt
mutex-design.txt
nmi_watchdog.txt
nommu-mmap.txt NOMMU: Make mmap allocation page trimming behaviour configurable. 2009-01-08 12:04:47 +00:00
numastat.txt
oops-tracing.txt
parport-lowlevel.txt
parport.txt
pi-futex.txt
pnp.txt
preempt-locking.txt
printk-formats.txt
prio_tree.txt
rbtree.txt
rfkill.txt
robust-futex-ABI.txt
robust-futexes.txt
rt-mutex-design.txt
rt-mutex.txt
rtc.txt
SAK.txt
SecurityBugs
SELinux.txt
serial-console.txt
sgi-ioc4.txt
sgi-visws.txt
slow-work.txt Document the slow work thread pool 2009-04-03 16:42:35 +01:00
SM501.txt
Smack.txt smack: Add a new '-CIPSO' option to the network address label configuration 2009-03-28 15:01:37 +11:00
sparse.txt
spinlocks.txt
stable_api_nonsense.txt
stable_kernel_rules.txt
SubmitChecklist
SubmittingDrivers
SubmittingPatches
svga.txt
sysfs-rules.txt
sysrq.txt filesystem freeze: allow SysRq emergency thaw to thaw frozen filesystems 2009-04-01 08:59:17 -07:00
tracepoints.txt
unaligned-memory-access.txt
unicode.txt
unshare.txt
VGA-softcursor.txt
video-output.txt
volatile-considered-harmful.txt
voyager.txt
zorro.txt Linux-2.6.12-rc2 2005-04-16 15:20:36 -07:00