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1.\"
2.\" Copyright (c) 2002 Poul-Henning Kamp
3.\" Copyright (c) 2002 Networks Associates Technology, Inc.
4.\" All rights reserved.
5.\"
6.\" This software was developed for the FreeBSD Project by Poul-Henning Kamp
7.\" and NAI Labs, the Security Research Division of Network Associates, Inc.
8.\" under DARPA/SPAWAR contract N66001-01-C-8035 ("CBOSS"), as part of the
9.\" DARPA CHATS research program.
10.\"
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19.\" 3. The names of the authors may not be used to endorse or promote
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22.\"
23.\" THIS SOFTWARE IS PROVIDED BY THE AUTHOR AND CONTRIBUTORS ``AS IS'' AND
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35.\" $FreeBSD: head/share/man/man4/geom.4 144755 2005-04-07 19:59:28Z scottl $
36.\"
37.Dd March 27, 2002
38.Os
39.Dt GEOM 4
40.Sh NAME
41.Nm GEOM
42.Nd modular disk I/O request transformation framework.
43.Sh DESCRIPTION
44The GEOM framework provides an infrastructure in which "classes"
45can perform transformations on disk I/O requests on their path from
46the upper kernel to the device drivers and back.
47.Pp
48Transformations in a GEOM context range from the simple geometric
49displacement performed in typical disk partitioning modules over RAID
50algorithms and device multipath resolution to full blown cryptographic
51protection of the stored data.
52.Pp
53Compared to traditional "volume management", GEOM differs from most
54and in some cases all previous implementations in the following ways:
55.Bl -bullet
56.It
57GEOM is extensible.
58It is trivially simple to write a new class
59of transformation and it will not be given stepchild treatment.
60If
61someone for some reason wanted to mount IBM MVS diskpacks, a class
62recognizing and configuring their VTOC information would be a trivial
63matter.
64.It
65GEOM is topologically agnostic.
66Most volume management implementations
67have very strict notions of how classes can fit together, very often
68one fixed hierarchy is provided for instance subdisk - plex -
69volume.
70.El
71.Pp
72Being extensible means that new transformations are treated no differently
73than existing transformations.
74.Pp
75Fixed hierarchies are bad because they make it impossible to express
76the intent efficiently.
77In the fixed hierarchy above it is not possible to mirror two
78physical disks and then partition the mirror into subdisks, instead
79one is forced to make subdisks on the physical volumes and to mirror
80these two and two resulting in a much more complex configuration.
81GEOM on the other hand does not care in which order things are done,
82the only restriction is that cycles in the graph will not be allowed.
83.Pp
84.Sh "TERMINOLOGY and TOPOLOGY"
85GEOM is quite object oriented and consequently the terminology
86borrows a lot of context and semantics from the OO vocabulary:
87.Pp
88A "class", represented by the data structure g_class implements one
89particular kind of transformation.
90Typical examples are MBR disk
91partition, BSD disklabel, and RAID5 classes.
92.Pp
93An instance of a class is called a "geom" and represented by the
94data structure "g_geom".
95In a typical i386 FreeBSD system, there
96will be one geom of class MBR for each disk.
97.Pp
98A "provider", represented by the data structure "g_provider", is
99the front gate at which a geom offers service.
100A provider is "a disk-like thing which appears in /dev" - a logical
101disk in other words.
102All providers have three main properties: name, sectorsize and size.
103.Pp
104A "consumer" is the backdoor through which a geom connects to another
105geom provider and through which I/O requests are sent.
106.Pp
107The topological relationship between these entities are as follows:
108.Bl -bullet
109.It
110A class has zero or more geom instances.
111.It
112A geom has exactly one class it is derived from.
113.It
114A geom has zero or more consumers.
115.It
116A geom has zero or more providers.
117.It
118A consumer can be attached to zero or one providers.
119.It
120A provider can have zero or more consumers attached.
121.El
122.Pp
123All geoms have a rank-number assigned, which is used to detect and
124prevent loops in the acyclic directed graph.
125This rank number is
126assigned as follows:
127.Bl -enum
128.It
129A geom with no attached consumers has rank=1
130.It
131A geom with attached consumers has a rank one higher than the
132highest rank of the geoms of the providers its consumers are
133attached to.
134.El
135.Sh "SPECIAL TOPOLOGICAL MANEUVERS"
136In addition to the straightforward attach, which attaches a consumer
137to a provider, and detach, which breaks the bond, a number of special
138topological maneuvers exists to facilitate configuration and to
139improve the overall flexibility.
140.Pp
141.Em TASTING
142is a process that happens whenever a new class or new provider
143is created and it provides the class a chance to automatically configure an
144instance on providers, which it recognize as its own.
145A typical example is the MBR disk-partition class which will look for
146the MBR table in the first sector and if found and validated it will
147instantiate a geom to multiplex according to the contents of the MBR.
148.Pp
149A new class will be offered to all existing providers in turn and a new
150provider will be offered to all classes in turn.
151.Pp
152Exactly what a class does to recognize if it should accept the offered
153provider is not defined by GEOM, but the sensible set of options are:
154.Bl -bullet
155.It
156Examine specific data structures on the disk.
157.It
158Examine properties like sectorsize or mediasize for the provider.
159.It
160Examine the rank number of the provider's geom.
161.It
162Examine the method name of the provider's geom.
163.El
164.Pp
165.Em ORPHANIZATION
166is the process by which a provider is removed while
167it potentially is still being used.
168.Pp
169When a geom orphans a provider, all future I/O requests will
170"bounce" on the provider with an error code set by the geom.
171Any
172consumers attached to the provider will receive notification about
173the orphanization when the eventloop gets around to it, and they
174can take appropriate action at that time.
175.Pp
176A geom which came into being as a result of a normal taste operation
177should selfdestruct unless it has a way to keep functioning lacking
178the orphaned provider.
179Geoms like diskslicers should therefore selfdestruct whereas
180RAID5 or mirror geoms will be able to continue, as long as they do
181not loose quorum.
182.Pp
183When a provider is orphaned, this does not necessarily result in any
184immediate change in the topology: any attached consumers are still
185attached, any opened paths are still open, any outstanding I/O
186requests are still outstanding.
187.Pp
188The typical scenario is
189.Bl -bullet -offset indent -compact
190.It
191A device driver detects a disk has departed and orphans the provider for it.
192.It
193The geoms on top of the disk receive the orphanization event and
194orphans all their providers in turn.
195Providers, which are not attached to, will typically self-destruct
196right away.
197This process continues in a quasi-recursive fashion until all
198relevant pieces of the tree has heard the bad news.
199.It
200Eventually the buck stops when it reaches geom_dev at the top
201of the stack.
202.It
203Geom_dev will call destroy_dev(9) to stop any more request from
204coming in.
205It will sleep until all (if any) outstanding I/O requests have
206been returned.
207It will explicitly close (ie: zero the access counts), a change
208which will propagate all the way down through the mesh.
209It will then detach and destroy its geom.
210.It
211The geom whose provider is now attached will destroy the provider,
212detach and destroy its consumer and destroy its geom.
213.It
214This process percolates all the way down through the mesh, until
215the cleanup is complete.
216.El
217.Pp
218While this approach seems byzantine, it does provide the maximum
219flexibility and robustness in handling disappearing devices.
220.Pp
221The one absolutely crucial detail to be aware is that if the
222device driver does not return all I/O requests, the tree will
223not unravel.
224.Pp
225.Em SPOILING
226is a special case of orphanization used to protect
227against stale metadata.
228It is probably easiest to understand spoiling by going through
229an example.
230.Pp
231Imagine a disk, "da0" on top of which a MBR geom provides
232"da0s1" and "da0s2" and on top of "da0s1" a BSD geom provides
233"da0s1a" through "da0s1e", both the MBR and BSD geoms have
234autoconfigured based on data structures on the disk media.
235Now imagine the case where "da0" is opened for writing and those
236data structures are modified or overwritten: Now the geoms would
237be operating on stale metadata unless some notification system
238can inform them otherwise.
239.Pp
240To avoid this situation, when the open of "da0" for write happens,
241all attached consumers are told about this, and geoms like
242MBR and BSD will selfdestruct as a result.
243When "da0" is closed again, it will be offered for tasting again
244and if the data structures for MBR and BSD are still there, new
245geoms will instantiate themselves anew.
246.Pp
247Now for the fine print:
248.Pp
249If any of the paths through the MBR or BSD module were open, they
250would have opened downwards with an exclusive bit rendering it
251impossible to open "da0" for writing in that case and conversely
252the requested exclusive bit would render it impossible to open a
253path through the MBR geom while "da0" is open for writing.
254.Pp
255From this it also follows that changing the size of open geoms can
256only be done with their cooperation.
257.Pp
258Finally: the spoiling only happens when the write count goes from
259zero to non-zero and the retasting only when the write count goes
260from non-zero to zero.
261.Pp
262.Em INSERT/DELETE
263are a very special operation which allows a new geom
264to be instantiated between a consumer and a provider attached to
265each other and to remove it again.
266.Pp
267To understand the utility of this, imagine a provider with
268being mounted as a file system.
269Between the DEVFS geoms consumer and its provider we insert
270a mirror module which configures itself with one mirror
271copy and consequently is transparent to the I/O requests
272on the path.
273We can now configure yet a mirror copy on the mirror geom,
274request a synchronization, and finally drop the first mirror
275copy.
276We have now in essence moved a mounted file system from one
277disk to another while it was being used.
278At this point the mirror geom can be deleted from the path
279again, it has served its purpose.
280.Pp
281.Em CONFIGURE
282is the process where the administrator issues instructions
283for a particular class to instantiate itself.
284There are multiple
285ways to express intent in this case, a particular provider can be
286specified with a level of override forcing for instance a BSD
287disklabel module to attach to a provider which was not found palatable
288during the TASTE operation.
289.Pp
290Finally IO is the reason we even do this: it concerns itself with
291sending I/O requests through the graph.
292.Pp
293.Em "I/O REQUESTS
294represented by struct bio, originate at a consumer,
295are scheduled on its attached provider, and when processed, returned
296to the consumer.
297It is important to realize that the struct bio which
298enters through the provider of a particular geom does not "come
299out on the other side".
300Even simple transformations like MBR and BSD will clone the
301struct bio, modify the clone, and schedule the clone on their
302own consumer.
303Note that cloning the struct bio does not involve cloning the
304actual data area specified in the IO request.
305.Pp
306In total four different IO requests exist in GEOM: read, write,
307delete, and get attribute.
308.Pp
309Read and write are self explanatory.
310.Pp
311Delete indicates that a certain range of data is no longer used
312and that it can be erased or freed as the underlying technology
313supports.
314Technologies like flash adaptation layers can arrange to erase
315the relevant blocks before they will become reassigned and
316cryptographic devices may want to fill random bits into the
317range to reduce the amount of data available for attack.
318.Pp
319It is important to recognize that a delete indication is not a
320request and consequently there is no guarantee that the data actually
321will be erased or made unavailable unless guaranteed by specific
322geoms in the graph.
323If "secure delete" semantics are required, a
324geom should be pushed which converts delete indications into (a
325sequence of) write requests.
326.Pp
327Get attribute supports inspection and manipulation
328of out-of-band attributes on a particular provider or path.
329Attributes are named by ascii strings and they will be discussed in
330a separate section below.
331.Pp
332(stay tuned while the author rests his brain and fingers: more to come.)
333.Sh DIAGNOSTICS
334Several flags are provided for tracing GEOM operations and unlocking
335protection mechanisms via the
336.Va kern.geom.debugflags
337sysctl.
338All of these flags are off by default, and great care should be taken in
339turning them on.
340.Bl -tag -width FAIL
341.It 0x01 (G_T_TOPOLOGY)
342Provide tracing of topology change events.
343.It 0x02 (G_T_BIO)
344Provide tracing of buffer I/O requests.
345.It 0x04 (G_T_ACCESS)
346Provide tracing of access check controls.
347.It 0x08 (unused)
348.It 0x10 (allow foot shooting)
349Allow writing to Rank 1 providers.
350This would, for example, allow the super-user to overwrite the MBR on the root
351disk or write random sectors elsewhere to a mounted disk. The implications
352are obvious.
353.It 0x20 (G_T_DETAILS)
354This appears to be unused at this time.
355.It 0x40 (G_F_DISKIOCTL)
356This appears to be unused at this time.
357.It 0x80 (G_F_CTLDUMP)
358Dump contents of gctl requests.
359.El
360.Sh HISTORY
361This software was developed for the FreeBSD Project by Poul-Henning Kamp
362and NAI Labs, the Security Research Division of Network Associates, Inc.
363under DARPA/SPAWAR contract N66001-01-C-8035 ("CBOSS"), as part of the
364DARPA CHATS research program.
365.Pp
366The first precursor for GEOM was a gruesome hack to Minix 1.2 and was
367never distributed.
368An earlier attempt to implement a less general scheme
369in FreeBSD never succeeded.
370.Sh AUTHORS
371.An "Poul-Henning Kamp" Aq phk@FreeBSD.org