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182 lines
7.5 KiB
XML
182 lines
7.5 KiB
XML
<?xml version="1.0"?>
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<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.1.2//EN"
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"http://www.oasis-open.org/docbook/xml/4.1.2/docbookx.dtd" [
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<!ENTITY version SYSTEM "../version.xml">
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]>
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<part id="atomic-upgrades">
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<title>Atomic Upgrades</title>
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<chapter id="upgrades-intro">
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<title>You can turn off the power anytime you want...</title>
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<para>
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OSTree is designed to implement fully atomic and safe upgrades;
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more generally, atomic transitions between lists of bootable
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deployments. If the system crashes or you pull the power, you
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will have either the old system, or the new one.
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</para>
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</chapter>
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<chapter id="simple-http">
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<title>Simple upgrades via HTTP</title>
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<para>
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First, the most basic model OSTree supports is one where it
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replicates pre-generated filesystem trees from a server over
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HTTP, tracking exactly one ref, which is stored in the <filename
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class='extension'>.origin</filename> file for the deployment.
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The command <command>ostree admin upgrade</command> implements
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this.
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</para>
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<para>
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To begin a simple upgrade, OSTree fetches the contents of the
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ref from the remote server. Suppose we're tracking a ref named
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<literal>exampleos/buildmaster/x86_64-runtime</literal>.
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OSTree fetches the URL
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<literal>http://<replaceable>example.com</replaceable>/repo/refs/exampleos/buildmaster/x86_64-runtime</literal>,
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which contains a SHA256 checksum. This determines the tree to
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deploy, and <filename class='directory'>/etc</filename> will be
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merged from currently booted tree.
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</para>
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<para>
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If we do not have this commit, then, then we perform a pull
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process. At present (without static deltas), this involves
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quite simply just fetching each individual object that we do not
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have, asynchronously. Put in other words, we only download
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changed files (zlib-compressed). Each object has its checksum
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validated and is stored in <filename
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class='directory'>/ostree/repo/objects/</filename>.
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</para>
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<para>
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Once the pull is complete, we have all the objects locally
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we need to perform a deployment.
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</para>
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</chapter>
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<chapter id="package-manager">
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<title>Upgrades via external tools (e.g. package managers)</title>
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<para>
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As mentioned in the introduction, OSTree is also designed to
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allow a model where filesystem trees are computed on the client.
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It is completely agnostic as to how those trees are generated;
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they could be computed with traditional packages, packages with
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post-deployment scripts on top, or built by developers directly
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from revision control locally, etc.
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</para>
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<para>
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At a practical level, most package managers today
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(<command>dpkg</command> and <command>rpm</command>) operate
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"live" on the currently booted filesystem. The way they could
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work with OSTree is instead to take the list of installed
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packages in the currently booted tree, and compute a new
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filesystem from that. A later chapter describes in more details
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how this could work: <xref linkend="adapting-existing"/>.
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</para>
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<para>
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For the purposes of this section, let's assume that we have a
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newly generated filesystem tree stored in the repo (which shares
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storage with the existing booted tree). We can then move on to
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checking it back out of the repo into a deployment.
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</para>
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</chapter>
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<chapter id="deployment-dir">
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<title>Assembling a new deployment directory</title>
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<para>
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Given a commit to deploy, OSTree first allocates a directory for
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it. This is of the form <filename
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class='directory'>/boot/loader/entries/ostree-<replaceable>osname</replaceable>-<replaceable>checksum</replaceable>.<replaceable>serial</replaceable>.conf</filename>.
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The <replaceable>serial</replaceable> is normally 0, but if a
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given commit is deployed more than once, it will be incremented.
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This is supported because the previous deployment may have
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configuration in <filename class='directory'>/etc</filename>
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that we do not want to use or overwrite.
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</para>
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<para>
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Now that we have a deployment directory, a 3-way merge is
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performed between the (by default) currently booted deployment's
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<filename class='directory'>/etc</filename>, its default
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configuration, and the new deployment (based on its <filename
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class='directory'>/usr/etc</filename>).
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</para>
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</chapter>
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<chapter id="swapping-boot">
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<title>Atomically swapping boot configuration</title>
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<para>
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At this point, a new deployment directory has been created as a
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hardlink farm; the running system is untouched, and the
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bootloader configuration is untouched. We want to add this deployment
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to the "deployment list".
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</para>
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<para>
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To support a more general case, OSTree supports atomic
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transitioning between arbitrary sets of deployments, with the
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restriction that the currently booted deployment must always be
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in the new set. In the normal case, we have exactly one
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deployment, which is the booted one, and we want to add the new
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deployment to the list. A more complex command might allow
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creating 100 deployments as part of one atomic transaction, so
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that one can set up an automated system to bisect across them.
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</para>
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<simplesect id="bootversion">
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<title>The bootversion</title>
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<para>
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OSTree allows swapping between boot configurations by
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implementing the "swapped directory pattern" in <filename
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class='directory'>/boot</filename>. This means it is a
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symbolic link to one of two directories <filename
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class='directory'>/ostree/boot.<replaceable>[0|1]</replaceable></filename>.
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To swap the contents atomically, if the current version is
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<literal>0</literal>, we create <filename
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class='directory'>/ostree/boot.1</filename>, populate it with
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the new contents, then atomically swap the symbolic link. Finally,
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the old contents can be garbage collected at any point.
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</para>
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</simplesect>
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<simplesect id="ostree-bootversion">
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<title>The /ostree/boot directory</title>
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<para>
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However, we want to optimize for the case where we the set of
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kernel/initramfs pairs is the same between both the old and
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new deployment lists. This happens when doing an upgrade that
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does not include the kernel; think of a simple translation
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update. OSTree optimizes for this case because on some
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systems <filename class='directory'>/boot</filename> may be on
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a separate medium such as flash storage not optimized for
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significant amounts of write traffic.
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</para>
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<para>
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To implement this, OSTree also maintains the directory
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<filename
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class='directory'>/ostree/boot.<replaceable>bootversion</replaceable></filename>,
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which is a set of symbolic links to the deployment
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directories. The <replaceable>bootversion</replaceable> here
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must match the version of <filename
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class='directory'>/boot</filename>. However, in order to
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allow atomic transitions of <emphasis>this</emphasis>
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directory, this is also a swapped directory, so just like
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<filename class='directory'>/boot</filename>, it has a version
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of <literal>0</literal> or <literal>1</literal> appended.
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</para>
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<para>
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Each bootloader entry has a special <literal>ostree=</literal>
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argument which refers to one of these symbolic links. This is
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parsed at runtime in the initramfs.
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</para>
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</simplesect>
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</chapter>
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</part>
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