linux-hardened/Documentation/HOWTO

HOWTO do Linux kernel development
---------------------------------

This is the be-all, end-all document on this topic.  It contains
instructions on how to become a Linux kernel developer and how to learn
to work with the Linux kernel development community.  It tries to not
contain anything related to the technical aspects of kernel programming,
but will help point you in the right direction for that.

If anything in this document becomes out of date, please send in patches
to the maintainer of this file, who is listed at the bottom of the
document.


Introduction
------------

So, you want to learn how to become a Linux kernel developer?  Or you
have been told by your manager, "Go write a Linux driver for this
device."  This document's goal is to teach you everything you need to
know to achieve this by describing the process you need to go through,
and hints on how to work with the community.  It will also try to
explain some of the reasons why the community works like it does.

The kernel is written mostly in C, with some architecture-dependent
parts written in assembly. A good understanding of C is required for
kernel development.  Assembly (any architecture) is not required unless
you plan to do low-level development for that architecture.  Though they
are not a good substitute for a solid C education and/or years of
experience, the following books are good for, if anything, reference:
 - "The C Programming Language" by Kernighan and Ritchie [Prentice Hall]
 - "Practical C Programming" by Steve Oualline [O'Reilly]
 - "C:  A Reference Manual" by Harbison and Steele [Prentice Hall]

The kernel is written using GNU C and the GNU toolchain.  While it
adheres to the ISO C89 standard, it uses a number of extensions that are
not featured in the standard.  The kernel is a freestanding C
environment, with no reliance on the standard C library, so some
portions of the C standard are not supported.  Arbitrary long long
divisions and floating point are not allowed.  It can sometimes be
difficult to understand the assumptions the kernel has on the toolchain
and the extensions that it uses, and unfortunately there is no
definitive reference for them.  Please check the gcc info pages (`info
gcc`) for some information on them.

Please remember that you are trying to learn how to work with the
existing development community.  It is a diverse group of people, with
high standards for coding, style and procedure.  These standards have
been created over time based on what they have found to work best for
such a large and geographically dispersed team.  Try to learn as much as
possible about these standards ahead of time, as they are well
documented; do not expect people to adapt to you or your company's way
of doing things.


Legal Issues
------------

The Linux kernel source code is released under the GPL.  Please see the
file, COPYING, in the main directory of the source tree, for details on
the license.  If you have further questions about the license, please
contact a lawyer, and do not ask on the Linux kernel mailing list.  The
people on the mailing lists are not lawyers, and you should not rely on
their statements on legal matters.

For common questions and answers about the GPL, please see:
	http://www.gnu.org/licenses/gpl-faq.html


Documentation
------------

The Linux kernel source tree has a large range of documents that are
invaluable for learning how to interact with the kernel community.  When
new features are added to the kernel, it is recommended that new
documentation files are also added which explain how to use the feature.
When a kernel change causes the interface that the kernel exposes to
userspace to change, it is recommended that you send the information or
a patch to the manual pages explaining the change to the manual pages
maintainer at mtk.manpages@gmail.com, and CC the list
linux-api@vger.kernel.org.

Here is a list of files that are in the kernel source tree that are
required reading:
  README
    This file gives a short background on the Linux kernel and describes
    what is necessary to do to configure and build the kernel.  People
    who are new to the kernel should start here.

  Documentation/Changes
    This file gives a list of the minimum levels of various software
    packages that are necessary to build and run the kernel
    successfully.

  Documentation/CodingStyle
    This describes the Linux kernel coding style, and some of the
    rationale behind it. All new code is expected to follow the
    guidelines in this document. Most maintainers will only accept
    patches if these rules are followed, and many people will only
    review code if it is in the proper style.

  Documentation/SubmittingPatches
  Documentation/SubmittingDrivers
    These files describe in explicit detail how to successfully create
    and send a patch, including (but not limited to):
       - Email contents
       - Email format
       - Who to send it to
    Following these rules will not guarantee success (as all patches are
    subject to scrutiny for content and style), but not following them
    will almost always prevent it.

    Other excellent descriptions of how to create patches properly are:
	"The Perfect Patch"
		http://userweb.kernel.org/~akpm/stuff/tpp.txt
	"Linux kernel patch submission format"
		http://linux.yyz.us/patch-format.html

  Documentation/stable_api_nonsense.txt
    This file describes the rationale behind the conscious decision to
    not have a stable API within the kernel, including things like:
      - Subsystem shim-layers (for compatibility?)
      - Driver portability between Operating Systems.
      - Mitigating rapid change within the kernel source tree (or
	preventing rapid change)
    This document is crucial for understanding the Linux development
    philosophy and is very important for people moving to Linux from
    development on other Operating Systems.

  Documentation/SecurityBugs
    If you feel you have found a security problem in the Linux kernel,
    please follow the steps in this document to help notify the kernel
    developers, and help solve the issue.

  Documentation/ManagementStyle
    This document describes how Linux kernel maintainers operate and the
    shared ethos behind their methodologies.  This is important reading
    for anyone new to kernel development (or anyone simply curious about
    it), as it resolves a lot of common misconceptions and confusion
    about the unique behavior of kernel maintainers.

  Documentation/stable_kernel_rules.txt
    This file describes the rules on how the stable kernel releases
    happen, and what to do if you want to get a change into one of these
    releases.

  Documentation/kernel-docs.txt
    A list of external documentation that pertains to kernel
    development.  Please consult this list if you do not find what you
    are looking for within the in-kernel documentation.

  Documentation/applying-patches.txt
    A good introduction describing exactly what a patch is and how to
    apply it to the different development branches of the kernel.

The kernel also has a large number of documents that can be
automatically generated from the source code itself.  This includes a
full description of the in-kernel API, and rules on how to handle
locking properly.  The documents will be created in the
Documentation/DocBook/ directory and can be generated as PDF,
Postscript, HTML, and man pages by running:
	make pdfdocs
	make psdocs
	make htmldocs
	make mandocs
respectively from the main kernel source directory.


Becoming A Kernel Developer
---------------------------

If you do not know anything about Linux kernel development, you should
look at the Linux KernelNewbies project:
	http://kernelnewbies.org
It consists of a helpful mailing list where you can ask almost any type
of basic kernel development question (make sure to search the archives
first, before asking something that has already been answered in the
past.)  It also has an IRC channel that you can use to ask questions in
real-time, and a lot of helpful documentation that is useful for
learning about Linux kernel development.

The website has basic information about code organization, subsystems,
and current projects (both in-tree and out-of-tree). It also describes
some basic logistical information, like how to compile a kernel and
apply a patch.

If you do not know where you want to start, but you want to look for
some task to start doing to join into the kernel development community,
go to the Linux Kernel Janitor's project:
	http://janitor.kernelnewbies.org/
It is a great place to start.  It describes a list of relatively simple
problems that need to be cleaned up and fixed within the Linux kernel
source tree.  Working with the developers in charge of this project, you
will learn the basics of getting your patch into the Linux kernel tree,
and possibly be pointed in the direction of what to go work on next, if
you do not already have an idea.

If you already have a chunk of code that you want to put into the kernel
tree, but need some help getting it in the proper form, the
kernel-mentors project was created to help you out with this.  It is a
mailing list, and can be found at:
	http://selenic.com/mailman/listinfo/kernel-mentors

Before making any actual modifications to the Linux kernel code, it is
imperative to understand how the code in question works.  For this
purpose, nothing is better than reading through it directly (most tricky
bits are commented well), perhaps even with the help of specialized
tools.  One such tool that is particularly recommended is the Linux
Cross-Reference project, which is able to present source code in a
self-referential, indexed webpage format. An excellent up-to-date
repository of the kernel code may be found at:
	http://users.sosdg.org/~qiyong/lxr/


The development process
-----------------------

Linux kernel development process currently consists of a few different
main kernel "branches" and lots of different subsystem-specific kernel
branches.  These different branches are:
  - main 2.6.x kernel tree
  - 2.6.x.y -stable kernel tree
  - 2.6.x -git kernel patches
  - 2.6.x -mm kernel patches
  - subsystem specific kernel trees and patches

2.6.x kernel tree
-----------------
2.6.x kernels are maintained by Linus Torvalds, and can be found on
kernel.org in the pub/linux/kernel/v2.6/ directory.  Its development
process is as follows:
  - As soon as a new kernel is released a two weeks window is open,
    during this period of time maintainers can submit big diffs to
    Linus, usually the patches that have already been included in the
    -mm kernel for a few weeks.  The preferred way to submit big changes
    is using git (the kernel's source management tool, more information
    can be found at http://git.or.cz/) but plain patches are also just
    fine.
  - After two weeks a -rc1 kernel is released it is now possible to push
    only patches that do not include new features that could affect the
    stability of the whole kernel.  Please note that a whole new driver
    (or filesystem) might be accepted after -rc1 because there is no
    risk of causing regressions with such a change as long as the change
    is self-contained and does not affect areas outside of the code that
    is being added.  git can be used to send patches to Linus after -rc1
    is released, but the patches need to also be sent to a public
    mailing list for review.
  - A new -rc is released whenever Linus deems the current git tree to
    be in a reasonably sane state adequate for testing.  The goal is to
    release a new -rc kernel every week.
  - Process continues until the kernel is considered "ready", the
    process should last around 6 weeks.
  - Known regressions in each release are periodically posted to the 
    linux-kernel mailing list.  The goal is to reduce the length of 
    that list to zero before declaring the kernel to be "ready," but, in
    the real world, a small number of regressions often remain at 
    release time.

It is worth mentioning what Andrew Morton wrote on the linux-kernel
mailing list about kernel releases:
	"Nobody knows when a kernel will be released, because it's
	released according to perceived bug status, not according to a
	preconceived timeline."

2.6.x.y -stable kernel tree
---------------------------
Kernels with 4-part versions are -stable kernels. They contain
relatively small and critical fixes for security problems or significant
regressions discovered in a given 2.6.x kernel.

This is the recommended branch for users who want the most recent stable
kernel and are not interested in helping test development/experimental
versions.

If no 2.6.x.y kernel is available, then the highest numbered 2.6.x
kernel is the current stable kernel.

2.6.x.y are maintained by the "stable" team <stable@kernel.org>, and are
released as needs dictate.  The normal release period is approximately 
two weeks, but it can be longer if there are no pressing problems.  A
security-related problem, instead, can cause a release to happen almost
instantly.

The file Documentation/stable_kernel_rules.txt in the kernel tree
documents what kinds of changes are acceptable for the -stable tree, and
how the release process works.

2.6.x -git patches
------------------
These are daily snapshots of Linus' kernel tree which are managed in a
git repository (hence the name.) These patches are usually released
daily and represent the current state of Linus' tree.  They are more
experimental than -rc kernels since they are generated automatically
without even a cursory glance to see if they are sane.

2.6.x -mm kernel patches
------------------------
These are experimental kernel patches released by Andrew Morton.  Andrew
takes all of the different subsystem kernel trees and patches and mushes
them together, along with a lot of patches that have been plucked from
the linux-kernel mailing list.  This tree serves as a proving ground for
new features and patches.  Once a patch has proved its worth in -mm for
a while Andrew or the subsystem maintainer pushes it on to Linus for
inclusion in mainline.

It is heavily encouraged that all new patches get tested in the -mm tree
before they are sent to Linus for inclusion in the main kernel tree.  Code
which does not make an appearance in -mm before the opening of the merge
window will prove hard to merge into the mainline.

These kernels are not appropriate for use on systems that are supposed
to be stable and they are more risky to run than any of the other
branches.

If you wish to help out with the kernel development process, please test
and use these kernel releases and provide feedback to the linux-kernel
mailing list if you have any problems, and if everything works properly.

In addition to all the other experimental patches, these kernels usually
also contain any changes in the mainline -git kernels available at the
time of release.

The -mm kernels are not released on a fixed schedule, but usually a few
-mm kernels are released in between each -rc kernel (1 to 3 is common).

Subsystem Specific kernel trees and patches
-------------------------------------------
A number of the different kernel subsystem developers expose their
development trees so that others can see what is happening in the
different areas of the kernel.  These trees are pulled into the -mm
kernel releases as described above.

Here is a list of some of the different kernel trees available:
  git trees:
    - Kbuild development tree, Sam Ravnborg <sam@ravnborg.org>
	git.kernel.org:/pub/scm/linux/kernel/git/sam/kbuild.git

    - ACPI development tree, Len Brown <len.brown@intel.com>
	git.kernel.org:/pub/scm/linux/kernel/git/lenb/linux-acpi-2.6.git

    - Block development tree, Jens Axboe <jens.axboe@oracle.com>
	git.kernel.org:/pub/scm/linux/kernel/git/axboe/linux-2.6-block.git

    - DRM development tree, Dave Airlie <airlied@linux.ie>
	git.kernel.org:/pub/scm/linux/kernel/git/airlied/drm-2.6.git

    - ia64 development tree, Tony Luck <tony.luck@intel.com>
	git.kernel.org:/pub/scm/linux/kernel/git/aegl/linux-2.6.git

    - infiniband, Roland Dreier <rolandd@cisco.com>
	git.kernel.org:/pub/scm/linux/kernel/git/roland/infiniband.git

    - libata, Jeff Garzik <jgarzik@pobox.com>
	git.kernel.org:/pub/scm/linux/kernel/git/jgarzik/libata-dev.git

    - network drivers, Jeff Garzik <jgarzik@pobox.com>
	git.kernel.org:/pub/scm/linux/kernel/git/jgarzik/netdev-2.6.git

    - pcmcia, Dominik Brodowski <linux@dominikbrodowski.net>
	git.kernel.org:/pub/scm/linux/kernel/git/brodo/pcmcia-2.6.git

    - SCSI, James Bottomley <James.Bottomley@hansenpartnership.com>
	git.kernel.org:/pub/scm/linux/kernel/git/jejb/scsi-misc-2.6.git

    - x86, Ingo Molnar <mingo@elte.hu>
	git://git.kernel.org/pub/scm/linux/kernel/git/x86/linux-2.6-x86.git

  quilt trees:
    - USB, Driver Core, and I2C, Greg Kroah-Hartman <gregkh@suse.de>
	kernel.org/pub/linux/kernel/people/gregkh/gregkh-2.6/

  Other kernel trees can be found listed at http://git.kernel.org/ and in
  the MAINTAINERS file.

Bug Reporting
-------------

bugzilla.kernel.org is where the Linux kernel developers track kernel
bugs.  Users are encouraged to report all bugs that they find in this
tool.  For details on how to use the kernel bugzilla, please see:
	http://bugzilla.kernel.org/page.cgi?id=faq.html

The file REPORTING-BUGS in the main kernel source directory has a good
template for how to report a possible kernel bug, and details what kind
of information is needed by the kernel developers to help track down the
problem.


Managing bug reports
--------------------

One of the best ways to put into practice your hacking skills is by fixing
bugs reported by other people. Not only you will help to make the kernel
more stable, you'll learn to fix real world problems and you will improve
your skills, and other developers will be aware of your presence. Fixing
bugs is one of the best ways to get merits among other developers, because
not many people like wasting time fixing other people's bugs.

To work in the already reported bug reports, go to http://bugzilla.kernel.org.
If you want to be advised of the future bug reports, you can subscribe to the
bugme-new mailing list (only new bug reports are mailed here) or to the
bugme-janitor mailing list (every change in the bugzilla is mailed here)

	http://lists.linux-foundation.org/mailman/listinfo/bugme-new
	http://lists.linux-foundation.org/mailman/listinfo/bugme-janitors



Mailing lists
-------------

As some of the above documents describe, the majority of the core kernel
developers participate on the Linux Kernel Mailing list.  Details on how
to subscribe and unsubscribe from the list can be found at:
	http://vger.kernel.org/vger-lists.html#linux-kernel
There are archives of the mailing list on the web in many different
places.  Use a search engine to find these archives.  For example:
	http://dir.gmane.org/gmane.linux.kernel
It is highly recommended that you search the archives about the topic
you want to bring up, before you post it to the list. A lot of things
already discussed in detail are only recorded at the mailing list
archives.

Most of the individual kernel subsystems also have their own separate
mailing list where they do their development efforts.  See the
MAINTAINERS file for a list of what these lists are for the different
groups.

Many of the lists are hosted on kernel.org. Information on them can be
found at:
	http://vger.kernel.org/vger-lists.html

Please remember to follow good behavioral habits when using the lists.
Though a bit cheesy, the following URL has some simple guidelines for
interacting with the list (or any list):
	http://www.albion.com/netiquette/

If multiple people respond to your mail, the CC: list of recipients may
get pretty large. Don't remove anybody from the CC: list without a good
reason, or don't reply only to the list address. Get used to receiving the
mail twice, one from the sender and the one from the list, and don't try
to tune that by adding fancy mail-headers, people will not like it.

Remember to keep the context and the attribution of your replies intact,
keep the "John Kernelhacker wrote ...:" lines at the top of your reply, and
add your statements between the individual quoted sections instead of
writing at the top of the mail.

If you add patches to your mail, make sure they are plain readable text
as stated in Documentation/SubmittingPatches. Kernel developers don't
want to deal with attachments or compressed patches; they may want
to comment on individual lines of your patch, which works only that way.
Make sure you use a mail program that does not mangle spaces and tab
characters. A good first test is to send the mail to yourself and try
to apply your own patch by yourself. If that doesn't work, get your
mail program fixed or change it until it works.

Above all, please remember to show respect to other subscribers.


Working with the community
--------------------------

The goal of the kernel community is to provide the best possible kernel
there is.  When you submit a patch for acceptance, it will be reviewed
on its technical merits and those alone.  So, what should you be
expecting?
  - criticism
  - comments
  - requests for change
  - requests for justification
  - silence

Remember, this is part of getting your patch into the kernel.  You have
to be able to take criticism and comments about your patches, evaluate
them at a technical level and either rework your patches or provide
clear and concise reasoning as to why those changes should not be made.
If there are no responses to your posting, wait a few days and try
again, sometimes things get lost in the huge volume.

What should you not do?
  - expect your patch to be accepted without question
  - become defensive
  - ignore comments
  - resubmit the patch without making any of the requested changes

In a community that is looking for the best technical solution possible,
there will always be differing opinions on how beneficial a patch is.
You have to be cooperative, and willing to adapt your idea to fit within
the kernel.  Or at least be willing to prove your idea is worth it.
Remember, being wrong is acceptable as long as you are willing to work
toward a solution that is right.

It is normal that the answers to your first patch might simply be a list
of a dozen things you should correct.  This does _not_ imply that your
patch will not be accepted, and it is _not_ meant against you
personally.  Simply correct all issues raised against your patch and
resend it.


Differences between the kernel community and corporate structures
-----------------------------------------------------------------

The kernel community works differently than most traditional corporate
development environments.  Here are a list of things that you can try to
do to try to avoid problems:
  Good things to say regarding your proposed changes:
    - "This solves multiple problems."
    - "This deletes 2000 lines of code."
    - "Here is a patch that explains what I am trying to describe."
    - "I tested it on 5 different architectures..."
    - "Here is a series of small patches that..."
    - "This increases performance on typical machines..."

  Bad things you should avoid saying:
    - "We did it this way in AIX/ptx/Solaris, so therefore it must be
      good..."
    - "I've being doing this for 20 years, so..."
    - "This is required for my company to make money"
    - "This is for our Enterprise product line."
    - "Here is my 1000 page design document that describes my idea"
    - "I've been working on this for 6 months..."
    - "Here's a 5000 line patch that..."
    - "I rewrote all of the current mess, and here it is..."
    - "I have a deadline, and this patch needs to be applied now."

Another way the kernel community is different than most traditional
software engineering work environments is the faceless nature of
interaction.  One benefit of using email and irc as the primary forms of
communication is the lack of discrimination based on gender or race.
The Linux kernel work environment is accepting of women and minorities
because all you are is an email address.  The international aspect also
helps to level the playing field because you can't guess gender based on
a person's name. A man may be named Andrea and a woman may be named Pat.
Most women who have worked in the Linux kernel and have expressed an
opinion have had positive experiences.

The language barrier can cause problems for some people who are not
comfortable with English.  A good grasp of the language can be needed in
order to get ideas across properly on mailing lists, so it is
recommended that you check your emails to make sure they make sense in
English before sending them.


Break up your changes
---------------------

The Linux kernel community does not gladly accept large chunks of code
dropped on it all at once.  The changes need to be properly introduced,
discussed, and broken up into tiny, individual portions.  This is almost
the exact opposite of what companies are used to doing.  Your proposal
should also be introduced very early in the development process, so that
you can receive feedback on what you are doing.  It also lets the
community feel that you are working with them, and not simply using them
as a dumping ground for your feature.  However, don't send 50 emails at
one time to a mailing list, your patch series should be smaller than
that almost all of the time.

The reasons for breaking things up are the following:

1) Small patches increase the likelihood that your patches will be
   applied, since they don't take much time or effort to verify for
   correctness.  A 5 line patch can be applied by a maintainer with
   barely a second glance. However, a 500 line patch may take hours to
   review for correctness (the time it takes is exponentially
   proportional to the size of the patch, or something).

   Small patches also make it very easy to debug when something goes
   wrong.  It's much easier to back out patches one by one than it is
   to dissect a very large patch after it's been applied (and broken
   something).

2) It's important not only to send small patches, but also to rewrite
   and simplify (or simply re-order) patches before submitting them.

Here is an analogy from kernel developer Al Viro:
	"Think of a teacher grading homework from a math student.  The
	teacher does not want to see the student's trials and errors
	before they came up with the solution. They want to see the
	cleanest, most elegant answer.  A good student knows this, and
	would never submit her intermediate work before the final
	solution."

	The same is true of kernel development. The maintainers and
	reviewers do not want to see the thought process behind the
	solution to the problem one is solving. They want to see a
	simple and elegant solution."

It may be challenging to keep the balance between presenting an elegant
solution and working together with the community and discussing your
unfinished work. Therefore it is good to get early in the process to
get feedback to improve your work, but also keep your changes in small
chunks that they may get already accepted, even when your whole task is
not ready for inclusion now.

Also realize that it is not acceptable to send patches for inclusion
that are unfinished and will be "fixed up later."


Justify your change
-------------------

Along with breaking up your patches, it is very important for you to let
the Linux community know why they should add this change.  New features
must be justified as being needed and useful.


Document your change
--------------------

When sending in your patches, pay special attention to what you say in
the text in your email.  This information will become the ChangeLog
information for the patch, and will be preserved for everyone to see for
all time.  It should describe the patch completely, containing:
  - why the change is necessary
  - the overall design approach in the patch
  - implementation details
  - testing results

For more details on what this should all look like, please see the
ChangeLog section of the document:
  "The Perfect Patch"
      http://userweb.kernel.org/~akpm/stuff/tpp.txt




All of these things are sometimes very hard to do. It can take years to
perfect these practices (if at all). It's a continuous process of
improvement that requires a lot of patience and determination. But
don't give up, it's possible. Many have done it before, and each had to
start exactly where you are now.




----------
Thanks to Paolo Ciarrocchi who allowed the "Development Process"
(http://linux.tar.bz/articles/2.6-development_process) section
to be based on text he had written, and to Randy Dunlap and Gerrit
Huizenga for some of the list of things you should and should not say.
Also thanks to Pat Mochel, Hanna Linder, Randy Dunlap, Kay Sievers,
Vojtech Pavlik, Jan Kara, Josh Boyer, Kees Cook, Andrew Morton, Andi
Kleen, Vadim Lobanov, Jesper Juhl, Adrian Bunk, Keri Harris, Frans Pop,
David A. Wheeler, Junio Hamano, Michael Kerrisk, and Alex Shepard for
their review, comments, and contributions.  Without their help, this
document would not have been possible.



Maintainer: Greg Kroah-Hartman <greg@kroah.com>