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-Written by: Neil Brown
-Please see MAINTAINERS file for where to send questions.
-
-Overlay Filesystem
-==================
-
-This document describes a prototype for a new approach to providing
-overlay-filesystem functionality in Linux (sometimes referred to as
-union-filesystems). An overlay-filesystem tries to present a
-filesystem which is the result over overlaying one filesystem on top
-of the other.
-
-
-Overlay objects
----------------
-
-The overlay filesystem approach is 'hybrid', because the objects that
-appear in the filesystem do not always appear to belong to that filesystem.
-In many cases, an object accessed in the union will be indistinguishable
-from accessing the corresponding object from the original filesystem.
-This is most obvious from the 'st_dev' field returned by stat(2).
-
-While directories will report an st_dev from the overlay-filesystem,
-non-directory objects may report an st_dev from the lower filesystem or
-upper filesystem that is providing the object. Similarly st_ino will
-only be unique when combined with st_dev, and both of these can change
-over the lifetime of a non-directory object. Many applications and
-tools ignore these values and will not be affected.
-
-In the special case of all overlay layers on the same underlying
-filesystem, all objects will report an st_dev from the overlay
-filesystem and st_ino from the underlying filesystem. This will
-make the overlay mount more compliant with filesystem scanners and
-overlay objects will be distinguishable from the corresponding
-objects in the original filesystem.
-
-On 64bit systems, even if all overlay layers are not on the same
-underlying filesystem, the same compliant behavior could be achieved
-with the "xino" feature. The "xino" feature composes a unique object
-identifier from the real object st_ino and an underlying fsid index.
-If all underlying filesystems support NFS file handles and export file
-handles with 32bit inode number encoding (e.g. ext4), overlay filesystem
-will use the high inode number bits for fsid. Even when the underlying
-filesystem uses 64bit inode numbers, users can still enable the "xino"
-feature with the "-o xino=on" overlay mount option. That is useful for the
-case of underlying filesystems like xfs and tmpfs, which use 64bit inode
-numbers, but are very unlikely to use the high inode number bit.
-
-
-Upper and Lower
----------------
-
-An overlay filesystem combines two filesystems - an 'upper' filesystem
-and a 'lower' filesystem. When a name exists in both filesystems, the
-object in the 'upper' filesystem is visible while the object in the
-'lower' filesystem is either hidden or, in the case of directories,
-merged with the 'upper' object.
-
-It would be more correct to refer to an upper and lower 'directory
-tree' rather than 'filesystem' as it is quite possible for both
-directory trees to be in the same filesystem and there is no
-requirement that the root of a filesystem be given for either upper or
-lower.
-
-The lower filesystem can be any filesystem supported by Linux and does
-not need to be writable. The lower filesystem can even be another
-overlayfs. The upper filesystem will normally be writable and if it
-is it must support the creation of trusted.* extended attributes, and
-must provide valid d_type in readdir responses, so NFS is not suitable.
-
-A read-only overlay of two read-only filesystems may use any
-filesystem type.
-
-Directories
------------
-
-Overlaying mainly involves directories. If a given name appears in both
-upper and lower filesystems and refers to a non-directory in either,
-then the lower object is hidden - the name refers only to the upper
-object.
-
-Where both upper and lower objects are directories, a merged directory
-is formed.
-
-At mount time, the two directories given as mount options "lowerdir" and
-"upperdir" are combined into a merged directory:
-
- mount -t overlay overlay -olowerdir=/lower,upperdir=/upper,\
- workdir=/work /merged
-
-The "workdir" needs to be an empty directory on the same filesystem
-as upperdir.
-
-Then whenever a lookup is requested in such a merged directory, the
-lookup is performed in each actual directory and the combined result
-is cached in the dentry belonging to the overlay filesystem. If both
-actual lookups find directories, both are stored and a merged
-directory is created, otherwise only one is stored: the upper if it
-exists, else the lower.
-
-Only the lists of names from directories are merged. Other content
-such as metadata and extended attributes are reported for the upper
-directory only. These attributes of the lower directory are hidden.
-
-whiteouts and opaque directories
---------------------------------
-
-In order to support rm and rmdir without changing the lower
-filesystem, an overlay filesystem needs to record in the upper filesystem
-that files have been removed. This is done using whiteouts and opaque
-directories (non-directories are always opaque).
-
-A whiteout is created as a character device with 0/0 device number.
-When a whiteout is found in the upper level of a merged directory, any
-matching name in the lower level is ignored, and the whiteout itself
-is also hidden.
-
-A directory is made opaque by setting the xattr "trusted.overlay.opaque"
-to "y". Where the upper filesystem contains an opaque directory, any
-directory in the lower filesystem with the same name is ignored.
-
-readdir
--------
-
-When a 'readdir' request is made on a merged directory, the upper and
-lower directories are each read and the name lists merged in the
-obvious way (upper is read first, then lower - entries that already
-exist are not re-added). This merged name list is cached in the
-'struct file' and so remains as long as the file is kept open. If the
-directory is opened and read by two processes at the same time, they
-will each have separate caches. A seekdir to the start of the
-directory (offset 0) followed by a readdir will cause the cache to be
-discarded and rebuilt.
-
-This means that changes to the merged directory do not appear while a
-directory is being read. This is unlikely to be noticed by many
-programs.
-
-seek offsets are assigned sequentially when the directories are read.
-Thus if
-
- - read part of a directory
- - remember an offset, and close the directory
- - re-open the directory some time later
- - seek to the remembered offset
-
-there may be little correlation between the old and new locations in
-the list of filenames, particularly if anything has changed in the
-directory.
-
-Readdir on directories that are not merged is simply handled by the
-underlying directory (upper or lower).
-
-renaming directories
---------------------
-
-When renaming a directory that is on the lower layer or merged (i.e. the
-directory was not created on the upper layer to start with) overlayfs can
-handle it in two different ways:
-
-1. return EXDEV error: this error is returned by rename(2) when trying to
- move a file or directory across filesystem boundaries. Hence
- applications are usually prepared to hande this error (mv(1) for example
- recursively copies the directory tree). This is the default behavior.
-
-2. If the "redirect_dir" feature is enabled, then the directory will be
- copied up (but not the contents). Then the "trusted.overlay.redirect"
- extended attribute is set to the path of the original location from the
- root of the overlay. Finally the directory is moved to the new
- location.
-
-There are several ways to tune the "redirect_dir" feature.
-
-Kernel config options:
-
-- OVERLAY_FS_REDIRECT_DIR:
- If this is enabled, then redirect_dir is turned on by default.
-- OVERLAY_FS_REDIRECT_ALWAYS_FOLLOW:
- If this is enabled, then redirects are always followed by default. Enabling
- this results in a less secure configuration. Enable this option only when
- worried about backward compatibility with kernels that have the redirect_dir
- feature and follow redirects even if turned off.
-
-Module options (can also be changed through /sys/module/overlay/parameters/*):
-
-- "redirect_dir=BOOL":
- See OVERLAY_FS_REDIRECT_DIR kernel config option above.
-- "redirect_always_follow=BOOL":
- See OVERLAY_FS_REDIRECT_ALWAYS_FOLLOW kernel config option above.
-- "redirect_max=NUM":
- The maximum number of bytes in an absolute redirect (default is 256).
-
-Mount options:
-
-- "redirect_dir=on":
- Redirects are enabled.
-- "redirect_dir=follow":
- Redirects are not created, but followed.
-- "redirect_dir=off":
- Redirects are not created and only followed if "redirect_always_follow"
- feature is enabled in the kernel/module config.
-- "redirect_dir=nofollow":
- Redirects are not created and not followed (equivalent to "redirect_dir=off"
- if "redirect_always_follow" feature is not enabled).
-
-When the NFS export feature is enabled, every copied up directory is
-indexed by the file handle of the lower inode and a file handle of the
-upper directory is stored in a "trusted.overlay.upper" extended attribute
-on the index entry. On lookup of a merged directory, if the upper
-directory does not match the file handle stores in the index, that is an
-indication that multiple upper directories may be redirected to the same
-lower directory. In that case, lookup returns an error and warns about
-a possible inconsistency.
-
-Because lower layer redirects cannot be verified with the index, enabling
-NFS export support on an overlay filesystem with no upper layer requires
-turning off redirect follow (e.g. "redirect_dir=nofollow").
-
-
-Non-directories
----------------
-
-Objects that are not directories (files, symlinks, device-special
-files etc.) are presented either from the upper or lower filesystem as
-appropriate. When a file in the lower filesystem is accessed in a way
-the requires write-access, such as opening for write access, changing
-some metadata etc., the file is first copied from the lower filesystem
-to the upper filesystem (copy_up). Note that creating a hard-link
-also requires copy_up, though of course creation of a symlink does
-not.
-
-The copy_up may turn out to be unnecessary, for example if the file is
-opened for read-write but the data is not modified.
-
-The copy_up process first makes sure that the containing directory
-exists in the upper filesystem - creating it and any parents as
-necessary. It then creates the object with the same metadata (owner,
-mode, mtime, symlink-target etc.) and then if the object is a file, the
-data is copied from the lower to the upper filesystem. Finally any
-extended attributes are copied up.
-
-Once the copy_up is complete, the overlay filesystem simply
-provides direct access to the newly created file in the upper
-filesystem - future operations on the file are barely noticed by the
-overlay filesystem (though an operation on the name of the file such as
-rename or unlink will of course be noticed and handled).
-
-
-Multiple lower layers
----------------------
-
-Multiple lower layers can now be given using the the colon (":") as a
-separator character between the directory names. For example:
-
- mount -t overlay overlay -olowerdir=/lower1:/lower2:/lower3 /merged
-
-As the example shows, "upperdir=" and "workdir=" may be omitted. In
-that case the overlay will be read-only.
-
-The specified lower directories will be stacked beginning from the
-rightmost one and going left. In the above example lower1 will be the
-top, lower2 the middle and lower3 the bottom layer.
-
-
-Metadata only copy up
---------------------
-
-When metadata only copy up feature is enabled, overlayfs will only copy
-up metadata (as opposed to whole file), when a metadata specific operation
-like chown/chmod is performed. Full file will be copied up later when
-file is opened for WRITE operation.
-
-In other words, this is delayed data copy up operation and data is copied
-up when there is a need to actually modify data.
-
-There are multiple ways to enable/disable this feature. A config option
-CONFIG_OVERLAY_FS_METACOPY can be set/unset to enable/disable this feature
-by default. Or one can enable/disable it at module load time with module
-parameter metacopy=on/off. Lastly, there is also a per mount option
-metacopy=on/off to enable/disable this feature per mount.
-
-Do not use metacopy=on with untrusted upper/lower directories. Otherwise
-it is possible that an attacker can create a handcrafted file with
-appropriate REDIRECT and METACOPY xattrs, and gain access to file on lower
-pointed by REDIRECT. This should not be possible on local system as setting
-"trusted." xattrs will require CAP_SYS_ADMIN. But it should be possible
-for untrusted layers like from a pen drive.
-
-Note: redirect_dir={off|nofollow|follow(*)} conflicts with metacopy=on, and
-results in an error.
-
-(*) redirect_dir=follow only conflicts with metacopy=on if upperdir=... is
-given.
-
-Sharing and copying layers
---------------------------
-
-Lower layers may be shared among several overlay mounts and that is indeed
-a very common practice. An overlay mount may use the same lower layer
-path as another overlay mount and it may use a lower layer path that is
-beneath or above the path of another overlay lower layer path.
-
-Using an upper layer path and/or a workdir path that are already used by
-another overlay mount is not allowed and may fail with EBUSY. Using
-partially overlapping paths is not allowed and may fail with EBUSY.
-If files are accessed from two overlayfs mounts which share or overlap the
-upper layer and/or workdir path the behavior of the overlay is undefined,
-though it will not result in a crash or deadlock.
-
-Mounting an overlay using an upper layer path, where the upper layer path
-was previously used by another mounted overlay in combination with a
-different lower layer path, is allowed, unless the "inodes index" feature
-or "metadata only copy up" feature is enabled.
-
-With the "inodes index" feature, on the first time mount, an NFS file
-handle of the lower layer root directory, along with the UUID of the lower
-filesystem, are encoded and stored in the "trusted.overlay.origin" extended
-attribute on the upper layer root directory. On subsequent mount attempts,
-the lower root directory file handle and lower filesystem UUID are compared
-to the stored origin in upper root directory. On failure to verify the
-lower root origin, mount will fail with ESTALE. An overlayfs mount with
-"inodes index" enabled will fail with EOPNOTSUPP if the lower filesystem
-does not support NFS export, lower filesystem does not have a valid UUID or
-if the upper filesystem does not support extended attributes.
-
-For "metadata only copy up" feature there is no verification mechanism at
-mount time. So if same upper is mounted with different set of lower, mount
-probably will succeed but expect the unexpected later on. So don't do it.
-
-It is quite a common practice to copy overlay layers to a different
-directory tree on the same or different underlying filesystem, and even
-to a different machine. With the "inodes index" feature, trying to mount
-the copied layers will fail the verification of the lower root file handle.
-
-
-Non-standard behavior
----------------------
-
-Current version of overlayfs can act as a mostly POSIX compliant
-filesystem.
-
-This is the list of cases that overlayfs doesn't currently handle:
-
-a) POSIX mandates updating st_atime for reads. This is currently not
-done in the case when the file resides on a lower layer.
-
-b) If a file residing on a lower layer is opened for read-only and then
-memory mapped with MAP_SHARED, then subsequent changes to the file are not
-reflected in the memory mapping.
-
-The following options allow overlayfs to act more like a standards
-compliant filesystem:
-
-1) "redirect_dir"
-
-Enabled with the mount option or module option: "redirect_dir=on" or with
-the kernel config option CONFIG_OVERLAY_FS_REDIRECT_DIR=y.
-
-If this feature is disabled, then rename(2) on a lower or merged directory
-will fail with EXDEV ("Invalid cross-device link").
-
-2) "inode index"
-
-Enabled with the mount option or module option "index=on" or with the
-kernel config option CONFIG_OVERLAY_FS_INDEX=y.
-
-If this feature is disabled and a file with multiple hard links is copied
-up, then this will "break" the link. Changes will not be propagated to
-other names referring to the same inode.
-
-3) "xino"
-
-Enabled with the mount option "xino=auto" or "xino=on", with the module
-option "xino_auto=on" or with the kernel config option
-CONFIG_OVERLAY_FS_XINO_AUTO=y. Also implicitly enabled by using the same
-underlying filesystem for all layers making up the overlay.
-
-If this feature is disabled or the underlying filesystem doesn't have
-enough free bits in the inode number, then overlayfs will not be able to
-guarantee that the values of st_ino and st_dev returned by stat(2) and the
-value of d_ino returned by readdir(3) will act like on a normal filesystem.
-E.g. the value of st_dev may be different for two objects in the same
-overlay filesystem and the value of st_ino for directory objects may not be
-persistent and could change even while the overlay filesystem is mounted.
-
-
-Changes to underlying filesystems
----------------------------------
-
-Offline changes, when the overlay is not mounted, are allowed to either
-the upper or the lower trees.
-
-Changes to the underlying filesystems while part of a mounted overlay
-filesystem are not allowed. If the underlying filesystem is changed,
-the behavior of the overlay is undefined, though it will not result in
-a crash or deadlock.
-
-When the overlay NFS export feature is enabled, overlay filesystems
-behavior on offline changes of the underlying lower layer is different
-than the behavior when NFS export is disabled.
-
-On every copy_up, an NFS file handle of the lower inode, along with the
-UUID of the lower filesystem, are encoded and stored in an extended
-attribute "trusted.overlay.origin" on the upper inode.
-
-When the NFS export feature is enabled, a lookup of a merged directory,
-that found a lower directory at the lookup path or at the path pointed
-to by the "trusted.overlay.redirect" extended attribute, will verify
-that the found lower directory file handle and lower filesystem UUID
-match the origin file handle that was stored at copy_up time. If a
-found lower directory does not match the stored origin, that directory
-will not be merged with the upper directory.
-
-
-
-NFS export
-----------
-
-When the underlying filesystems supports NFS export and the "nfs_export"
-feature is enabled, an overlay filesystem may be exported to NFS.
-
-With the "nfs_export" feature, on copy_up of any lower object, an index
-entry is created under the index directory. The index entry name is the
-hexadecimal representation of the copy up origin file handle. For a
-non-directory object, the index entry is a hard link to the upper inode.
-For a directory object, the index entry has an extended attribute
-"trusted.overlay.upper" with an encoded file handle of the upper
-directory inode.
-
-When encoding a file handle from an overlay filesystem object, the
-following rules apply:
-
-1. For a non-upper object, encode a lower file handle from lower inode
-2. For an indexed object, encode a lower file handle from copy_up origin
-3. For a pure-upper object and for an existing non-indexed upper object,
- encode an upper file handle from upper inode
-
-The encoded overlay file handle includes:
- - Header including path type information (e.g. lower/upper)
- - UUID of the underlying filesystem
- - Underlying filesystem encoding of underlying inode
-
-This encoding format is identical to the encoding format file handles that
-are stored in extended attribute "trusted.overlay.origin".
-
-When decoding an overlay file handle, the following steps are followed:
-
-1. Find underlying layer by UUID and path type information.
-2. Decode the underlying filesystem file handle to underlying dentry.
-3. For a lower file handle, lookup the handle in index directory by name.
-4. If a whiteout is found in index, return ESTALE. This represents an
- overlay object that was deleted after its file handle was encoded.
-5. For a non-directory, instantiate a disconnected overlay dentry from the
- decoded underlying dentry, the path type and index inode, if found.
-6. For a directory, use the connected underlying decoded dentry, path type
- and index, to lookup a connected overlay dentry.
-
-Decoding a non-directory file handle may return a disconnected dentry.
-copy_up of that disconnected dentry will create an upper index entry with
-no upper alias.
-
-When overlay filesystem has multiple lower layers, a middle layer
-directory may have a "redirect" to lower directory. Because middle layer
-"redirects" are not indexed, a lower file handle that was encoded from the
-"redirect" origin directory, cannot be used to find the middle or upper
-layer directory. Similarly, a lower file handle that was encoded from a
-descendant of the "redirect" origin directory, cannot be used to
-reconstruct a connected overlay path. To mitigate the cases of
-directories that cannot be decoded from a lower file handle, these
-directories are copied up on encode and encoded as an upper file handle.
-On an overlay filesystem with no upper layer this mitigation cannot be
-used NFS export in this setup requires turning off redirect follow (e.g.
-"redirect_dir=nofollow").
-
-The overlay filesystem does not support non-directory connectable file
-handles, so exporting with the 'subtree_check' exportfs configuration will
-cause failures to lookup files over NFS.
-
-When the NFS export feature is enabled, all directory index entries are
-verified on mount time to check that upper file handles are not stale.
-This verification may cause significant overhead in some cases.
-
-
-Testsuite
----------
-
-There's a testsuite originally developed by David Howells and currently
-maintained by Amir Goldstein at:
-
- https://github.com/amir73il/unionmount-testsuite.git
-
-Run as root:
-
- # cd unionmount-testsuite
- # ./run --ov --verify