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kpatch/README.md
Josh Poimboeuf 5c98ec65a0 kpatch-build: use original vmlinux 
There's at least one case in the kernel (ddebug_proc_show) where the
compiled instructions are affected by the source file path given to gcc.
Which means that compiling the kernel with O= will result in many of the
function addresses changing.  This causes a mismatch between the locally
compiled vmlinux and the original vmlinux, which is very dangerous,
since we need the addresses to be correct.

The easy fix is just to use the original vmlinux for all the function
addresses.

Other potential ways to fix it which we might want to consider in the
future:

- use a combination of the old System.map and the new vmlinux to find
  the addresses.  The function ordering should be the same.  For
  non-duplicate symbols, use System.map.  For duplicate symbols, use
  vmlinux to find what order the symbol comes in.  e.g. the 2nd
  occurrence of foo() in System.map.  It adds a little complexity to the
  lookup code, but seems safe and wouldn't require the kernel debuginfo
  package.  However, this may not help us for patching modules.

- do something similar at runtime, i.e. use kallsyms_lookup_name for
  non-dups and kallsyms_on_each_symbol for dups, and look for the nth
  occurrence of the symbol (value of n is decided at build time).  This
  has the complexity of the previous option but it's done at runtime
  rather than build time, so... why?  Doing it at build time is better.

- compile the kernel in place.  This basically means no more caching
  because recompiling with --function-sections causes everything to be
  recompiled again.  This is bad for kpatch developers' SSDs...
2014-05-16 21:19:25 -05:00

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kpatch: dynamic kernel patching
===============================
kpatch is a Linux dynamic kernel patching infrastructure which allows you to
patch a running kernel without rebooting or restarting any processes. It
enables sysadmins to apply critical security patches to the kernel immediately,
without having to wait for long-running tasks to complete, for users to log
off, or for scheduled reboot windows. It gives more control over uptime
without sacrificing security or stability.
kpatch is currently in active development. For now, it should _not_ be used
in production environments.
**WARNING: Use with caution! Kernel crashes, spontaneous reboots, and data loss
may occur!**
Installation
------------
###Prerequisites
####Fedora 20
Install the dependencies for compiling kpatch:
sudo yum install gcc kernel-devel elfutils elfutils-devel
*NOTE: Ensure you have elfutils-0.158 or newer.*
Install the dependencies for the "kpatch-build" command:
sudo yum install rpmdevtools pesign yum-utils
sudo yum-builddep kernel
sudo debuginfo-install kernel
# optional, but highly recommended
sudo yum install ccache
####Ubuntu 14.04
Install the dependencies for compiling kpatch:
apt-get install make gcc libelf-dev
*NOTE: Ensure you have libelf-dev version 0.158 or newer*
Install the dependencies for the "kpatch-build" command:
apt-get install dpkg-dev
apt-get build-dep linux
# optional, but highly recommended
apt-get install ccache
NOTE: While kpatch-build will build a module on Ubuntu, currently
the hot patch can't be loaded due to issue #156.
###Build
Compile kpatch:
make
###Install
OPTIONAL: Install kpatch to /usr/local:
sudo make install
Alternatively, the kpatch and kpatch-build scripts can be run directly from the
git tree.
Quick start
-----------
*NOTE: While kpatch is designed to work with any recent Linux
kernel on any distribution, the "kpatch-build" command currently
only works on Fedora.*
First, make a source code patch against the kernel tree using diff, git, or
quilt.
As a contrived example, let's patch /proc/meminfo to show VmallocChunk in ALL
CAPS so we can see it better:
$ cat meminfo-string.patch
Index: src/fs/proc/meminfo.c
===================================================================
--- src.orig/fs/proc/meminfo.c
+++ src/fs/proc/meminfo.c
@@ -95,7 +95,7 @@ static int meminfo_proc_show(struct seq_
"Committed_AS: %8lu kB\n"
"VmallocTotal: %8lu kB\n"
"VmallocUsed: %8lu kB\n"
- "VmallocChunk: %8lu kB\n"
+ "VMALLOCCHUNK: %8lu kB\n"
#ifdef CONFIG_MEMORY_FAILURE
"HardwareCorrupted: %5lu kB\n"
#endif
Build the patch module:
$ kpatch-build meminfo-string.patch
Using cache at /home/jpoimboe/.kpatch/3.13.10-200.fc20.x86_64/src
Testing patch file
checking file fs/proc/meminfo.c
Building original kernel
Building patched kernel
Detecting changed objects
Rebuilding changed objects
Extracting new and modified ELF sections
meminfo.o: changed function: meminfo_proc_show
Building patch module: kpatch-meminfo-string.ko
SUCCESS
That outputs a patch module named `kpatch-meminfo-string.ko` in the current
directory. Now apply it to the running kernel:
$ sudo kpatch load kpatch-meminfo-string.ko
loading core module: /usr/local/lib/modules/3.13.10-200.fc20.x86_64/kpatch/kpatch.ko
loading patch module: kpatch-meminfo-string.ko
Done! The kernel is now patched.
$ grep -i chunk /proc/meminfo
VMALLOCCHUNK: 34359337092 kB
How it works
------------
kpatch works at a function granularity: old functions are replaced with new
ones. It has four main components:
- **kpatch-build**: a collection of tools which convert a source diff patch to
a patch module. They work by compiling the kernel both with and without
the source patch, comparing the binaries, and generating a patch module
which includes new binary versions of the functions to be replaced.
- **patch module**: a kernel module (.ko file) which includes the
replacement functions and metadata about the original functions.
- **kpatch core module**: a kernel module (.ko file) which provides an
interface for the patch modules to register new functions for
replacement. It uses the kernel ftrace subsystem to hook into the original
function's mcount call instruction, so that a call to the original function
is redirected to the replacement function.
- **kpatch utility:** a command-line tool which allows a user to manage a
collection of patch modules. One or more patch modules may be
configured to load at boot time, so that a system can remain patched
even after a reboot into the same version of the kernel.
### kpatch-build
The "kpatch-build" command converts a source-level diff patch file to a kernel
patch module. Most of its work is performed by the kpatch-build script
which uses a collection of utilities: `create-diff-object`,
`add-patch-section`, and `link-vmlinux-syms`.
The primary steps in kpatch-build are:
- Build the unstripped vmlinux for the kernel
- Patch the source tree
- Rebuild vmlinux and monitor which objects are being rebuilt.
These are the "changed objects".
- Recompile each changed object with `-ffunction-sections -fdata-sections`,
resulting in the changed patched objects
- Unpatch the source tree
- Recompile each changed object with `-ffunction-sections -fdata-sections`,
resulting in the changed original objects
- Use `create-diff-object` to analyze each original/patched object pair
for patchability and generate an output object containing modified
sections
- Link all the output objects into a cumulative object
- Use `add-patches-section` to add the .patches section that the
kpatch core module uses to determine the list of functions that need
to be redirected using ftrace
- Generate the patch module
- Use `link-vmlinux-syms` to hardcode non-exported kernel symbols
into the symbol table of the patch module
### Patching
The patch modules register with the core module (`kpatch.ko`).
They provide information about original functions that need to be replaced, and
corresponding function pointers to the replacement functions.
The core module registers a trampoline function with ftrace. The
trampoline function is called by ftrace immediately before the original
function begins executing. This occurs with the help of the reserved mcount
call at the beginning of every function, created by the gcc `-mfentry` flag.
The trampoline function then modifies the return instruction pointer (IP)
address on the stack and returns to ftrace, which then restores the original
function's arguments and stack, and "returns" to the new function.
Limitations
-----------
- Patches which modify kernel modules are not supported (yet). Only
functions in the vmlinux file (listed in System.map) can be patched.
- Patches to functions which are always on the stack of at least one
process in the system are not supported. Examples: schedule(),
sys_poll(), sys_select(), sys_read(), sys_nanosleep(). Attempting to
apply such a patch will cause the insmod of the patch module to return
an error.
- Patches which modify init functions (annotated with `__init`) are not
supported. kpatch-build will return an error if the patch attempts
to do so.
- Patches which modify statically allocated data are not supported.
kpatch-build will detect that and return an error. (In the future
we will add a facility to support it. It will probably require the
user to write code which runs at patch module loading time which manually
updates the data.)
- Patches which change the way a function interacts with dynamically
allocated data might be safe, or might not. It isn't possible for
kpatch-build to verify the safety of this kind of patch. It's up to
the user to understand what the patch does, whether the new functions
interact with dynamically allocated data in a different way than the
old functions did, and whether it would be safe to atomically apply
such a patch to a running kernel.
Frequently Asked Questions
--------------------------
**Q. Isn't this just a virus/rootkit injection framework?**
kpatch uses kernel modules to replace code. It requires the `CAP_SYS_MODULE`
capability. If you already have that capability, then you already have the
ability to arbitrarily modify the kernel, with or without kpatch.
**Q. How can I detect if somebody has patched the kernel?**
When a patch module is loaded, the `TAINT_USER` flag is set. To test for it,
`cat /proc/sys/kernel/tainted` and check to see if the value of 64 has been
OR'ed in.
Eventually we hope to have a dedicated `TAINT_KPATCH` flag instead.
Note that the `TAINT_OOT_MODULE` flag (4096) will also be set, since the patch
module is built outside the Linux kernel source tree.
If your patch module is unsigned, the `TAINT_FORCED_MODULE` flag (2) will also
be set. Starting with Linux 3.15, this will be changed to the more specific
`TAINT_UNSIGNED_MODULE` (8192).
**Q. Will it destabilize my system?**
No, as long as the patch is chosen carefully. See the Limitations section
above.
**Q. Why does kpatch use ftrace to jump to the replacement function instead of
adding the jump directly?**
ftrace owns the first "call mcount" instruction of every kernel function. In
order to keep compatibility with ftrace, we go through ftrace rather than
updating the instruction directly.
**Q Is kpatch compatible with \<insert kernel debugging subsystem here\>?**
We aim to be good kernel citizens and maintain compatibility. A hot patch
replacement function is no different than a function loaded by any other kernel
module. Each replacement function has its own symbol name and kallsyms entry,
so it looks like a normal function to the kernel.
- **oops stack traces**: Yes. If the replacement function is involved in an
oops, the stack trace will show the function and kernel module name of the
replacement function, just like any other kernel module function. The oops
message will also show the taint flag (currently `TAINT_USER`).
- **kdump/crash**: Yes. Replacement functions are normal functions, so crash
will have no issues. [TODO: create patch module debuginfo symbols and crash
warning message]
- **ftrace**: Yes, see previous question.
- **systemtap/kprobes**: Some incompatibilities exist.
- If you setup a kprobe module at the beginning of a function before loading
a kpatch module, and they both affect the same function, kprobes "wins"
until the kprobe has been unregistered. This is tracked in issue
[#47](https://github.com/dynup/kpatch/issues/47).
- Setting a kretprobe before loading a kpatch module could be unsafe. See
issue [#67](https://github.com/dynup/kpatch/issues/67).
- **perf**: TODO: try it out
**Q. Why not use something like kexec instead?**
If you want to avoid a hardware reboot, but are ok with restarting processes,
kexec is a good alternative.
**Q. If an application can't handle a reboot, it's designed wrong.**
That's a good poi... [system reboots]
**Q. What changes are needed in other upstream projects?**
We hope to make the following changes to other projects:
- kernel:
- ftrace improvements to close any windows that would allow a patch to
be inadvertently disabled
- hot patch taint flag
- possibly the kpatch core module itself
- crash:
- make it glaringly obvious that you're debugging a patched kernel
- point it to where the patch modules and corresponding debug symbols
live on the file system
**Q: Is it possible to register a function that gets called atomically with
`stop_machine` when the patch module loads and unloads?**
We do have plans to implement something like that.
**Q. What kernels are supported?**
kpatch needs gcc >= 4.6 and Linux >= 3.7 for use of the -mfentry flag.
**Q. Is it possible to remove a patch?**
Yes. Just run `kpatch unload` which will disable and unload the patch module
and restore the function to its original state.
**Q. Can you apply multiple patches?**
Yes. Also, a single function can even be patched multiple times if needed.
**Q. Why did kpatch-build detect a changed function that wasn't touched by the
source patch?**
There could be a variety of reasons for this, such as:
- The patch changed an inline function.
- The compiler decided to inline a changed function, resulting in the outer
function getting recompiled. This is common in the case where the inner
function is static and is only called once.
- The function uses a WARN() or WARN_ON() macro. These macros embed the source
code line number (`__LINE__`) into an instruction. If a function was changed
higher up in the file, it will affect the line numbers for all subsequent
WARN calls in the file, resulting in recompilation of their functions. If
this happens to you, you can usually just ignore it, as patching a few extra
functions isn't typically a problem. If it becomes a problem for whatever
reason, you can change the source patch to redefine the WARN macro for the
affected files, such that it hard codes the old line number instead of using
`__LINE__`, for example.
Demonstration
-------------
A low-level demonstration of kpatch is available on Youtube:
http://www.youtube.com/watch?v=WeSmG-XirC4
This demonstration completes each step in the previous section in a manual
fashion. However, from a end-user perspective, most of these steps are hidden
by the "kpatch-build" command.
Get involved
------------
If you have questions or feedback, join the #kpatch IRC channel on freenode and
say hi. We also have a [mailing list](https://www.redhat.com/mailman/listinfo/kpatch).
Contributions are very welcome. Feel free to open issues or PRs on github.
For big PRs, it's a good idea to discuss them first in github issues or on the
[mailing list](https://www.redhat.com/mailman/listinfo/kpatch) before you write
a lot of code.
License
-------
kpatch is under the GPLv2 license.
This program is free software; you can redistribute it and/or
modify it under the terms of the GNU General Public License
as published by the Free Software Foundation; either version 2
of the License, or (at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.
You should have received a copy of the GNU General Public License
along with this program; if not, write to the Free Software
Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA.
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