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1From 38c4f55850b118899c10a2811cd436b2d051303a Mon Sep 17 00:00:00 2001
2From: Neil Brown <neilb@suse.de>
3Date: Thu, 30 Aug 2012 16:13:50 +0200
4Subject: [PATCH 07/13] overlay: overlay filesystem documentation
5Patch-mainline: not yet
6
7Document the overlay filesystem.
8
9Signed-off-by: Miklos Szeredi <mszeredi@suse.cz>
10---
11 Documentation/filesystems/overlayfs.txt | 199 ++++++++++++++++++++++++++++++++
12 MAINTAINERS | 7 +
13 2 files changed, 206 insertions(+)
68184a5a 14
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15--- /dev/null
16+++ b/Documentation/filesystems/overlayfs.txt
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17@@ -0,0 +1,199 @@
18+Written by: Neil Brown <neilb@suse.de>
19+
20+Overlay Filesystem
21+==================
22+
23+This document describes a prototype for a new approach to providing
24+overlay-filesystem functionality in Linux (sometimes referred to as
25+union-filesystems). An overlay-filesystem tries to present a
26+filesystem which is the result over overlaying one filesystem on top
27+of the other.
28+
29+The result will inevitably fail to look exactly like a normal
30+filesystem for various technical reasons. The expectation is that
31+many use cases will be able to ignore these differences.
32+
33+This approach is 'hybrid' because the objects that appear in the
34+filesystem do not all appear to belong to that filesystem. In many
35+cases an object accessed in the union will be indistinguishable
36+from accessing the corresponding object from the original filesystem.
37+This is most obvious from the 'st_dev' field returned by stat(2).
38+
39+While directories will report an st_dev from the overlay-filesystem,
40+all non-directory objects will report an st_dev from the lower or
41+upper filesystem that is providing the object. Similarly st_ino will
42+only be unique when combined with st_dev, and both of these can change
43+over the lifetime of a non-directory object. Many applications and
44+tools ignore these values and will not be affected.
45+
46+Upper and Lower
47+---------------
48+
49+An overlay filesystem combines two filesystems - an 'upper' filesystem
50+and a 'lower' filesystem. When a name exists in both filesystems, the
51+object in the 'upper' filesystem is visible while the object in the
52+'lower' filesystem is either hidden or, in the case of directories,
53+merged with the 'upper' object.
54+
55+It would be more correct to refer to an upper and lower 'directory
56+tree' rather than 'filesystem' as it is quite possible for both
57+directory trees to be in the same filesystem and there is no
58+requirement that the root of a filesystem be given for either upper or
59+lower.
60+
61+The lower filesystem can be any filesystem supported by Linux and does
62+not need to be writable. The lower filesystem can even be another
63+overlayfs. The upper filesystem will normally be writable and if it
64+is it must support the creation of trusted.* extended attributes, and
65+must provide valid d_type in readdir responses, at least for symbolic
66+links - so NFS is not suitable.
67+
68+A read-only overlay of two read-only filesystems may use any
69+filesystem type.
70+
71+Directories
72+-----------
73+
74+Overlaying mainly involves directories. If a given name appears in both
75+upper and lower filesystems and refers to a non-directory in either,
76+then the lower object is hidden - the name refers only to the upper
77+object.
78+
79+Where both upper and lower objects are directories, a merged directory
80+is formed.
81+
82+At mount time, the two directories given as mount options are combined
83+into a merged directory:
84+
85+ mount -t overlayfs overlayfs -olowerdir=/lower,upperdir=/upper /overlay
86+
87+Then whenever a lookup is requested in such a merged directory, the
88+lookup is performed in each actual directory and the combined result
89+is cached in the dentry belonging to the overlay filesystem. If both
90+actual lookups find directories, both are stored and a merged
91+directory is created, otherwise only one is stored: the upper if it
92+exists, else the lower.
93+
94+Only the lists of names from directories are merged. Other content
95+such as metadata and extended attributes are reported for the upper
96+directory only. These attributes of the lower directory are hidden.
97+
98+whiteouts and opaque directories
99+--------------------------------
100+
101+In order to support rm and rmdir without changing the lower
102+filesystem, an overlay filesystem needs to record in the upper filesystem
103+that files have been removed. This is done using whiteouts and opaque
104+directories (non-directories are always opaque).
105+
106+The overlay filesystem uses extended attributes with a
107+"trusted.overlay." prefix to record these details.
108+
109+A whiteout is created as a symbolic link with target
110+"(overlay-whiteout)" and with xattr "trusted.overlay.whiteout" set to "y".
111+When a whiteout is found in the upper level of a merged directory, any
112+matching name in the lower level is ignored, and the whiteout itself
113+is also hidden.
114+
115+A directory is made opaque by setting the xattr "trusted.overlay.opaque"
116+to "y". Where the upper filesystem contains an opaque directory, any
117+directory in the lower filesystem with the same name is ignored.
118+
119+readdir
120+-------
121+
122+When a 'readdir' request is made on a merged directory, the upper and
123+lower directories are each read and the name lists merged in the
124+obvious way (upper is read first, then lower - entries that already
125+exist are not re-added). This merged name list is cached in the
126+'struct file' and so remains as long as the file is kept open. If the
127+directory is opened and read by two processes at the same time, they
128+will each have separate caches. A seekdir to the start of the
129+directory (offset 0) followed by a readdir will cause the cache to be
130+discarded and rebuilt.
131+
132+This means that changes to the merged directory do not appear while a
133+directory is being read. This is unlikely to be noticed by many
134+programs.
135+
136+seek offsets are assigned sequentially when the directories are read.
137+Thus if
138+ - read part of a directory
139+ - remember an offset, and close the directory
140+ - re-open the directory some time later
141+ - seek to the remembered offset
142+
143+there may be little correlation between the old and new locations in
144+the list of filenames, particularly if anything has changed in the
145+directory.
146+
147+Readdir on directories that are not merged is simply handled by the
148+underlying directory (upper or lower).
149+
150+
151+Non-directories
152+---------------
153+
154+Objects that are not directories (files, symlinks, device-special
155+files etc.) are presented either from the upper or lower filesystem as
156+appropriate. When a file in the lower filesystem is accessed in a way
157+the requires write-access, such as opening for write access, changing
158+some metadata etc., the file is first copied from the lower filesystem
159+to the upper filesystem (copy_up). Note that creating a hard-link
160+also requires copy_up, though of course creation of a symlink does
161+not.
162+
163+The copy_up may turn out to be unnecessary, for example if the file is
164+opened for read-write but the data is not modified.
165+
166+The copy_up process first makes sure that the containing directory
167+exists in the upper filesystem - creating it and any parents as
168+necessary. It then creates the object with the same metadata (owner,
169+mode, mtime, symlink-target etc.) and then if the object is a file, the
170+data is copied from the lower to the upper filesystem. Finally any
171+extended attributes are copied up.
172+
173+Once the copy_up is complete, the overlay filesystem simply
174+provides direct access to the newly created file in the upper
175+filesystem - future operations on the file are barely noticed by the
176+overlay filesystem (though an operation on the name of the file such as
177+rename or unlink will of course be noticed and handled).
178+
179+
180+Non-standard behavior
181+---------------------
182+
183+The copy_up operation essentially creates a new, identical file and
184+moves it over to the old name. The new file may be on a different
185+filesystem, so both st_dev and st_ino of the file may change.
186+
187+Any open files referring to this inode will access the old data and
188+metadata. Similarly any file locks obtained before copy_up will not
189+apply to the copied up file.
190+
191+On a file opened with O_RDONLY fchmod(2), fchown(2), futimesat(2) and
192+fsetxattr(2) will fail with EROFS.
193+
194+If a file with multiple hard links is copied up, then this will
195+"break" the link. Changes will not be propagated to other names
196+referring to the same inode.
197+
198+Symlinks in /proc/PID/ and /proc/PID/fd which point to a non-directory
199+object in overlayfs will not contain valid absolute paths, only
200+relative paths leading up to the filesystem's root. This will be
201+fixed in the future.
202+
203+Some operations are not atomic, for example a crash during copy_up or
204+rename will leave the filesystem in an inconsistent state. This will
205+be addressed in the future.
206+
207+Changes to underlying filesystems
208+---------------------------------
209+
210+Offline changes, when the overlay is not mounted, are allowed to either
211+the upper or the lower trees.
212+
213+Changes to the underlying filesystems while part of a mounted overlay
214+filesystem are not allowed. If the underlying filesystem is changed,
215+the behavior of the overlay is undefined, though it will not result in
216+a crash or deadlock.
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217--- a/MAINTAINERS
218+++ b/MAINTAINERS
219@@ -6009,6 +6009,13 @@ F: drivers/scsi/osd/
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220 F: include/scsi/osd_*
221 F: fs/exofs/
222
223+OVERLAYFS FILESYSTEM
224+M: Miklos Szeredi <miklos@szeredi.hu>
225+L: linux-fsdevel@vger.kernel.org
226+S: Supported
227+F: fs/overlayfs/*
228+F: Documentation/filesystems/overlayfs.txt
229+
230 P54 WIRELESS DRIVER
231 M: Christian Lamparter <chunkeey@googlemail.com>
232 L: linux-wireless@vger.kernel.org
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