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Course Outline

Introduction

  • Overview of the history and development of GNU/Linux for government use.
  • Licensing models and their implications for government.
  • Kernel versioning practices and their significance for system stability and security.
  • Release cycles and their impact on deployment and maintenance in government environments.
  • Different kernel trees and their roles in supporting various government applications.
  • The mainline kernel and its importance for ensuring compatibility and support.
  • Distinction between the kernel space and user space, emphasizing security and performance considerations for government systems.
  • Differentiating between mechanism and policy in kernel design to meet specific government needs.
  • Alternatives for kernel drivers to enhance flexibility and adaptability in government applications.
  • Comparing Real-Time Operating Systems (RTOS) with Linux, highlighting the advantages and disadvantages for government operations.

Memory Management

  • Differentiating between virtual memory and physical memory and their roles in efficient resource management for government systems.
  • Memory allocation processes within the kernel to ensure optimal performance and security.
  • Understanding pages and zones in memory management for effective data handling.
  • Utilizing the Application Programming Interface (API) for memory operations in government applications.
  • The slab allocator's role in managing small, frequently used objects in government systems.

Kernel Patch

  • Lifecycle of a kernel patch from creation to deployment in government environments.
  • Using Git for version control and collaboration in the development of patches for government use.
  • Accessing and working with the kernel source code to develop and test patches.
  • Creating a patch to address specific issues or requirements in government systems.
  • Checking and validating the integrity and functionality of patches before deployment.
  • Fixing any issues identified during testing to ensure reliability.
  • Shipping the final patch for integration into government systems.
  • Ensuring that all code is audited and meets security standards for government use.

Kernel Modules

  • Obtaining kernel sources to develop custom modules for government applications.
  • Configuring, building, and installing modules to meet specific government needs.
  • Device drivers: options for static linking or dynamic loading at runtime in government systems.
  • Initialization and exit procedures for kernel modules to ensure proper operation and cleanup.
  • Licensing considerations for kernel modules to comply with government regulations.
  • Utilizing the EXPORT_SYMBOL_GPL directive for sharing symbols in a secure manner.
  • Creating out-of-tree Makefiles for custom module development.
  • Using module-init-tools for managing and loading modules in government systems.
  • Incorporating modules into the kernel tree for integrated support.
  • Configuring Kconfig options to tailor module behavior for specific government applications.
  • Passing parameters to modules at load time for flexible configuration.
  • Using sparse for static analysis and ensuring code quality in government modules.

Char Drivers

  • Architecture of character drivers and their role in government systems.
  • Interface between user space and kernel space for efficient data handling.
  • I/O subsystem components and their interactions in government applications.
  • Virtual File System (VFS) and its importance in managing file operations.
  • sysfs: managing devices, buses, drivers, and classes in government systems.
  • kobject, ktype, and kset concepts for structured device management.
  • Linux kernel driver model and its application in government environments.
  • Device files and their role in accessing hardware resources.
  • Char drivers:
    • Initialization procedures to set up char drivers for use.
    • Registration processes to integrate char drivers into the system.
    • Open and release operations for managing device access.
    • cdev, cdev_add, cdev_del, and other functions for device management.
    • Major and minor numbers for unique device identification.
    • udev, udevmonitor, and udevadm tools for dynamic device management in government systems.

Advanced Character Driver Operations

  • ioctl system calls for extended device control in government applications.
  • Unlocked ioctl for non-blocking operations.
  • compat ioctl for backward compatibility with older systems.
  • User space API for interacting with char drivers.
  • Kernel space API for implementing driver functionalities.
  • Process lifecycle management in the context of device operations.
  • Sleeping and blocking states to manage resource utilization efficiently.
  • Mechanisms for waking up processes after waiting periods.
  • Wait queues for managing multiple processes waiting on a single event.
  • Thundering herd problem and strategies for mitigation in government systems.
  • poll and select system calls for monitoring multiple file descriptors efficiently.

Kernel Debugging

  • General debugging techniques applicable to kernel development for government use.
  • Specific methods for debugging the Linux kernel:
    • Binary search with Git to identify problematic changes.
    • Built-in debug support from the kernel to aid in troubleshooting.
    • Using printk, syslogd, klogd, log levels, rate limits, and selective debugging for detailed insights.
    • Querying debugfs for real-time system information and diagnostics.
    • Ooops debugging techniques, including asserting oops conditions.
    • Utilizing the Magic SysRq Key for emergency operations.
    • kgdb and kdb for advanced kernel debugging in government environments.
    • JTAG for hardware-assisted debugging of embedded systems.

Tracing

  • gcov for code coverage analysis in government applications.
  • lcov for generating detailed coverage reports.
  • oprofile for profiling system performance and identifying bottlenecks.
  • ftrace:
    • nop tracer for minimal overhead tracing.
    • function tracer for tracking function calls.
    • sched switch tracer for monitoring scheduling activities.
    • function graph tracer for visualizing call graphs.
    • dynamic tracer for custom event tracing.
  • trace-cmd and kernelshark for advanced tracing and analysis in government systems.
  • perf tool for performance monitoring and profiling.
  • LTTng (Linux Trace Toolkit Next Generation) for comprehensive tracing solutions.

Interrupts

  • Comparison of interrupts and polling methods for efficient resource management in government systems.
  • Overview of interrupt handling mechanisms in the Linux kernel.
  • Program sections and their impact on interrupt processing.
  • Ensuring reentrancy in interrupt handlers to prevent conflicts.
  • Managing events and their interactions with interrupts.
  • Structure of an interrupt handler for reliable operation.
  • Shared interrupt handling for multiple devices on a single IRQ line.
  • Interrupt flow from hardware to kernel processing.
  • Techniques for controlling and managing interrupts in government systems.

Deferring Work

  • Top and bottom halves for dividing interrupt handling tasks in government applications.
  • Softirqs for processing deferred work with low latency.
  • Tasklets for lightweight, deferred execution of tasks.
  • Work queues for managing complex and time-consuming tasks.
  • Threaded interrupts for handling long-running operations in a separate thread.

Concurrency

  • Critical regions or sections to ensure data integrity during concurrent access.
  • Atomic operations for performing indivisible actions in government systems.
  • Race conditions and their impact on system reliability and security.
  • Synchronization techniques to manage concurrent processes effectively.
  • Locking mechanisms to prevent conflicts in shared resources.
  • Various locking solutions for different concurrency scenarios.
  • Deadlock conditions and strategies for prevention and resolution.
  • Contention management to optimize resource utilization.
  • Identifying what needs to be locked in government applications.
  • Tools and techniques available for locking:
    • Atomic operations for simple, fast synchronization.
    • Spin locks for short critical sections with low latency requirements.
    • Reader-writer spin locks for read-heavy scenarios.
    • Semaphores for managing access to shared resources.
    • Binary semaphores for mutual exclusion in government systems.
    • Mutexes for ensuring exclusive access to data structures.
    • Reader-writer semaphores for balancing read and write operations.
    • Completion variables for coordinating asynchronous tasks.
    • Sequential locks for ordered operations in government applications.
    • Disabling preemption to prevent context switching during critical sections.
    • Ordering and barriers for ensuring correct execution order in concurrent code.

Time

  • HZ constant and its significance in kernel timing for government systems.
  • Jiffies as the basic unit of time measurement in the Linux kernel.
  • Handling both small and large delays effectively in government applications.
  • Kernel timers for scheduling deferred work and managing timeouts.

Hardware I/O

  • I/O ports and their role in communicating with hardware devices.
  • I/O memory and its management in government systems.
  • Strategies for dealing with side effects when accessing hardware registers.

User-Kernel Communication

  • put_user() and get_user() functions for safe data transfer between user space and kernel space in government applications.
  • copy_to_user() and copy_from_user() for bulk data transfers.
  • Kernel I/O operations for managing device interactions.
  • Memory mapping techniques for efficient data sharing between user and kernel spaces.
  • procfs for providing system information and configuration options in government systems.
  • sysfs for exposing device and driver information to user space.
  • debugfs for debugging and diagnostics in government applications.
  • relayfs for efficient logging and tracing.
  • Netlink sockets for communication between the kernel and user space processes.
  • ioctl system calls for extended device control from user space.

Portability

  • Considerations for word size in portable code development for government systems.
  • Use of opaque types to abstract data structures and enhance portability.
  • Handling signed and unsigned char types to ensure consistent behavior across platforms.
  • Data alignment requirements for optimal performance and compatibility.
  • Understanding integral promotion in C and its implications for portable code.
  • Strategies for reusing code across different government projects.
  • Endianness considerations for cross-platform development.
  • System tick management for consistent timing across different hardware.
  • Page size variations and their impact on memory management in government systems.
  • Instruction ordering and barriers to ensure correct execution order in multi-processor environments.
  • Managing SMP, preemption, and high-memory issues for robust system performance.

Except where otherwise noted content and this course outline are licensed under Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0).

Requirements

  • Basic experience using a GNU/Linux system as an end user for government applications.
  • Familiarity with command line shell operations.
  • Elementary knowledge of user space and application development.
  • Intermediate proficiency in C programming.
  • It is strongly recommended that participants have attended the Embedded GNU/Linux Systems Architecture course, or possess a solid understanding of its content.
 35 Hours

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