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-<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"
-"http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd"
-[<!ENTITY % poky SYSTEM "../poky.ent"> %poky; ] >
-<!--SPDX-License-Identifier: CC-BY-2.0-UK-->
-
-<appendix id='kernel-dev-concepts-appx'>
-<title>Advanced Kernel Concepts</title>
-
- <section id='kernel-big-picture'>
- <title>Yocto Project Kernel Development and Maintenance</title>
-
- <para>
- Kernels available through the Yocto Project (Yocto Linux kernels),
- like other kernels, are based off the Linux kernel releases from
- <ulink url='http://www.kernel.org'></ulink>.
- At the beginning of a major Linux kernel development cycle, the
- Yocto Project team chooses a Linux kernel based on factors such as
- release timing, the anticipated release timing of final upstream
- <filename>kernel.org</filename> versions, and Yocto Project
- feature requirements.
- Typically, the Linux kernel chosen is in the final stages of
- development by the Linux community.
- In other words, the Linux kernel is in the release candidate
- or "rc" phase and has yet to reach final release.
- But, by being in the final stages of external development, the
- team knows that the <filename>kernel.org</filename> final release
- will clearly be within the early stages of the Yocto Project
- development window.
- </para>
-
- <para>
- This balance allows the Yocto Project team to deliver the most
- up-to-date Yocto Linux kernel possible, while still ensuring that
- the team has a stable official release for the baseline Linux
- kernel version.
- </para>
-
- <para>
- As implied earlier, the ultimate source for Yocto Linux kernels
- are released kernels from <filename>kernel.org</filename>.
- In addition to a foundational kernel from
- <filename>kernel.org</filename>, the available Yocto Linux kernels
- contain a mix of important new mainline developments, non-mainline
- developments (when no alternative exists), Board Support Package
- (BSP) developments, and custom features.
- These additions result in a commercially released Yocto
- Project Linux kernel that caters to specific embedded designer
- needs for targeted hardware.
- </para>
-
- <para>
- You can find a web interface to the Yocto Linux kernels in the
- <ulink url='&YOCTO_DOCS_OM_URL;#source-repositories'>Source Repositories</ulink>
- at
- <ulink url='&YOCTO_GIT_URL;'></ulink>.
- If you look at the interface, you will see to the left a
- grouping of Git repositories titled "Yocto Linux Kernel".
- Within this group, you will find several Linux Yocto kernels
- developed and included with Yocto Project releases:
- <itemizedlist>
- <listitem><para>
- <emphasis><filename>linux-yocto-4.1</filename>:</emphasis>
- The stable Yocto Project kernel to use with the Yocto
- Project Release 2.0.
- This kernel is based on the Linux 4.1 released kernel.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>linux-yocto-4.4</filename>:</emphasis>
- The stable Yocto Project kernel to use with the Yocto
- Project Release 2.1.
- This kernel is based on the Linux 4.4 released kernel.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>linux-yocto-4.6</filename>:</emphasis>
- A temporary kernel that is not tied to any Yocto Project
- release.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>linux-yocto-4.8</filename>:</emphasis>
- The stable yocto Project kernel to use with the Yocto
- Project Release 2.2.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>linux-yocto-4.9</filename>:</emphasis>
- The stable Yocto Project kernel to use with the Yocto
- Project Release 2.3.
- This kernel is based on the Linux 4.9 released kernel.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>linux-yocto-4.10</filename>:</emphasis>
- The default stable Yocto Project kernel to use with the
- Yocto Project Release 2.3.
- This kernel is based on the Linux 4.10 released kernel.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>linux-yocto-4.12</filename>:</emphasis>
- The default stable Yocto Project kernel to use with the
- Yocto Project Release 2.4.
- This kernel is based on the Linux 4.12 released kernel.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>yocto-kernel-cache</filename>:</emphasis>
- The <filename>linux-yocto-cache</filename> contains
- patches and configurations for the linux-yocto kernel
- tree.
- This repository is useful when working on the linux-yocto
- kernel.
- For more information on this "Advanced Kernel Metadata",
- see the
- "<link linkend='kernel-dev-advanced'>Working With Advanced Metadata (<filename>yocto-kernel-cache</filename>)</link>"
- Chapter.
- </para></listitem>
- <listitem><para>
- <emphasis><filename>linux-yocto-dev</filename>:</emphasis>
- A development kernel based on the latest upstream release
- candidate available.
- </para></listitem>
- </itemizedlist>
- <note><title>Notes</title>
- Long Term Support Initiative (LTSI) for Yocto Linux
- kernels is as follows:
- <itemizedlist>
- <listitem><para>
- For Yocto Project releases 1.7, 1.8, and 2.0,
- the LTSI kernel is
- <filename>linux-yocto-3.14</filename>.
- </para></listitem>
- <listitem><para>
- For Yocto Project releases 2.1, 2.2, and 2.3,
- the LTSI kernel is <filename>linux-yocto-4.1</filename>.
- </para></listitem>
- <listitem><para>
- For Yocto Project release 2.4, the LTSI kernel is
- <filename>linux-yocto-4.9</filename>
- </para></listitem>
- <listitem><para>
- <filename>linux-yocto-4.4</filename> is an LTS
- kernel.
- </para></listitem>
- </itemizedlist>
- </note>
- </para>
-
- <para>
- Once a Yocto Linux kernel is officially released, the Yocto
- Project team goes into their next development cycle, or upward
- revision (uprev) cycle, while still continuing maintenance on the
- released kernel.
- It is important to note that the most sustainable and stable way
- to include feature development upstream is through a kernel uprev
- process.
- Back-porting hundreds of individual fixes and minor features from
- various kernel versions is not sustainable and can easily
- compromise quality.
- </para>
-
- <para>
- During the uprev cycle, the Yocto Project team uses an ongoing
- analysis of Linux kernel development, BSP support, and release
- timing to select the best possible <filename>kernel.org</filename>
- Linux kernel version on which to base subsequent Yocto Linux
- kernel development.
- The team continually monitors Linux community kernel development
- to look for significant features of interest.
- The team does consider back-porting large features if they have a
- significant advantage.
- User or community demand can also trigger a back-port or creation
- of new functionality in the Yocto Project baseline kernel during
- the uprev cycle.
- </para>
-
- <para>
- Generally speaking, every new Linux kernel both adds features and
- introduces new bugs.
- These consequences are the basic properties of upstream
- Linux kernel development and are managed by the Yocto Project
- team's Yocto Linux kernel development strategy.
- It is the Yocto Project team's policy to not back-port minor
- features to the released Yocto Linux kernel.
- They only consider back-porting significant technological
- jumps &dash; and, that is done after a complete gap analysis.
- The reason for this policy is that back-porting any small to
- medium sized change from an evolving Linux kernel can easily
- create mismatches, incompatibilities and very subtle errors.
- </para>
-
- <para>
- The policies described in this section result in both a stable
- and a cutting edge Yocto Linux kernel that mixes forward ports of
- existing Linux kernel features and significant and critical new
- functionality.
- Forward porting Linux kernel functionality into the Yocto Linux
- kernels available through the Yocto Project can be thought of as
- a "micro uprev."
- The many “micro uprevs” produce a Yocto Linux kernel version with
- a mix of important new mainline, non-mainline, BSP developments
- and feature integrations.
- This Yocto Linux kernel gives insight into new features and
- allows focused amounts of testing to be done on the kernel,
- which prevents surprises when selecting the next major uprev.
- The quality of these cutting edge Yocto Linux kernels is evolving
- and the kernels are used in leading edge feature and BSP
- development.
- </para>
- </section>
-
- <section id='yocto-linux-kernel-architecture-and-branching-strategies'>
- <title>Yocto Linux Kernel Architecture and Branching Strategies</title>
-
- <para>
- As mentioned earlier, a key goal of the Yocto Project is
- to present the developer with a kernel that has a clear and
- continuous history that is visible to the user.
- The architecture and mechanisms, in particular the branching
- strategies, used achieve that goal in a manner similar to
- upstream Linux kernel development in
- <filename>kernel.org</filename>.
- </para>
-
- <para>
- You can think of a Yocto Linux kernel as consisting of a
- baseline Linux kernel with added features logically structured
- on top of the baseline.
- The features are tagged and organized by way of a branching
- strategy implemented by the Yocto Project team using the
- Source Code Manager (SCM) Git.
- <note><title>Notes</title>
- <itemizedlist>
- <listitem><para>
- Git is the obvious SCM for meeting the Yocto Linux
- kernel organizational and structural goals described
- in this section.
- Not only is Git the SCM for Linux kernel development in
- <filename>kernel.org</filename> but, Git continues to
- grow in popularity and supports many different work
- flows, front-ends and management techniques.
- </para></listitem>
- <listitem><para>
- You can find documentation on Git at
- <ulink url='http://git-scm.com/documentation'></ulink>.
- You can also get an introduction to Git as it
- applies to the Yocto Project in the
- "<ulink url='&YOCTO_DOCS_OM_URL;#git'>Git</ulink>"
- section in the Yocto Project Overview and Concepts
- Manual.
- The latter reference provides an overview of
- Git and presents a minimal set of Git commands
- that allows you to be functional using Git.
- You can use as much, or as little, of what Git
- has to offer to accomplish what you need for your
- project.
- You do not have to be a "Git Expert" in order to
- use it with the Yocto Project.
- </para></listitem>
- </itemizedlist>
- </note>
- </para>
-
- <para>
- Using Git's tagging and branching features, the Yocto Project
- team creates kernel branches at points where functionality is
- no longer shared and thus, needs to be isolated.
- For example, board-specific incompatibilities would require
- different functionality and would require a branch to
- separate the features.
- Likewise, for specific kernel features, the same branching
- strategy is used.
- </para>
-
- <para>
- This "tree-like" architecture results in a structure that has
- features organized to be specific for particular functionality,
- single kernel types, or a subset of kernel types.
- Thus, the user has the ability to see the added features and the
- commits that make up those features.
- In addition to being able to see added features, the user
- can also view the history of what made up the baseline
- Linux kernel.
- </para>
-
- <para>
- Another consequence of this strategy results in not having to
- store the same feature twice internally in the tree.
- Rather, the kernel team stores the unique differences required
- to apply the feature onto the kernel type in question.
- <note>
- The Yocto Project team strives to place features in the tree
- such that features can be shared by all boards and kernel
- types where possible.
- However, during development cycles or when large features
- are merged, the team cannot always follow this practice.
- In those cases, the team uses isolated branches to merge
- features.
- </note>
- </para>
-
- <para>
- BSP-specific code additions are handled in a similar manner to
- kernel-specific additions.
- Some BSPs only make sense given certain kernel types.
- So, for these types, the team creates branches off the end
- of that kernel type for all of the BSPs that are supported on
- that kernel type.
- From the perspective of the tools that create the BSP branch,
- the BSP is really no different than a feature.
- Consequently, the same branching strategy applies to BSPs as
- it does to kernel features.
- So again, rather than store the BSP twice, the team only
- stores the unique differences for the BSP across the supported
- multiple kernels.
- </para>
-
- <para>
- While this strategy can result in a tree with a significant number
- of branches, it is important to realize that from the developer's
- point of view, there is a linear path that travels from the
- baseline <filename>kernel.org</filename>, through a select
- group of features and ends with their BSP-specific commits.
- In other words, the divisions of the kernel are transparent and
- are not relevant to the developer on a day-to-day basis.
- From the developer's perspective, this path is the "master" branch
- in Git terms.
- The developer does not need to be aware of the existence of any
- other branches at all.
- Of course, value exists in the having these branches in the tree,
- should a person decide to explore them.
- For example, a comparison between two BSPs at either the commit
- level or at the line-by-line code <filename>diff</filename> level
- is now a trivial operation.
- </para>
-
- <para>
- The following illustration shows the conceptual Yocto
- Linux kernel.
- <imagedata fileref="figures/kernel-architecture-overview.png" width="6in" depth="7in" align="center" scale="100" />
- </para>
-
- <para>
- In the illustration, the "Kernel.org Branch Point" marks the
- specific spot (or Linux kernel release) from which the
- Yocto Linux kernel is created.
- From this point forward in the tree, features and differences
- are organized and tagged.
- </para>
-
- <para>
- The "Yocto Project Baseline Kernel" contains functionality that
- is common to every kernel type and BSP that is organized
- further along in the tree.
- Placing these common features in the tree this way means
- features do not have to be duplicated along individual
- branches of the tree structure.
- </para>
-
- <para>
- From the "Yocto Project Baseline Kernel", branch points represent
- specific functionality for individual Board Support Packages
- (BSPs) as well as real-time kernels.
- The illustration represents this through three BSP-specific
- branches and a real-time kernel branch.
- Each branch represents some unique functionality for the BSP
- or for a real-time Yocto Linux kernel.
- </para>
-
- <para>
- In this example structure, the "Real-time (rt) Kernel" branch has
- common features for all real-time Yocto Linux kernels and
- contains more branches for individual BSP-specific real-time
- kernels.
- The illustration shows three branches as an example.
- Each branch points the way to specific, unique features for a
- respective real-time kernel as they apply to a given BSP.
- </para>
-
- <para>
- The resulting tree structure presents a clear path of markers
- (or branches) to the developer that, for all practical
- purposes, is the Yocto Linux kernel needed for any given set of
- requirements.
- <note>
- Keep in mind the figure does not take into account all the
- supported Yocto Linux kernels, but rather shows a single
- generic kernel just for conceptual purposes.
- Also keep in mind that this structure represents the Yocto
- Project
- <ulink url='&YOCTO_DOCS_OM_URL;#source-repositories'>Source Repositories</ulink>
- that are either pulled from during the build or established
- on the host development system prior to the build by either
- cloning a particular kernel's Git repository or by
- downloading and unpacking a tarball.
- </note>
- </para>
-
- <para>
- Working with the kernel as a structured tree follows recognized
- community best practices.
- In particular, the kernel as shipped with the product, should be
- considered an "upstream source" and viewed as a series of
- historical and documented modifications (commits).
- These modifications represent the development and stabilization
- done by the Yocto Project kernel development team.
- </para>
-
- <para>
- Because commits only change at significant release points in the
- product life cycle, developers can work on a branch created
- from the last relevant commit in the shipped Yocto Project Linux
- kernel.
- As mentioned previously, the structure is transparent to the
- developer because the kernel tree is left in this state after
- cloning and building the kernel.
- </para>
- </section>
-
- <section id='kernel-build-file-hierarchy'>
- <title>Kernel Build File Hierarchy</title>
-
- <para>
- Upstream storage of all the available kernel source code is
- one thing, while representing and using the code on your host
- development system is another.
- Conceptually, you can think of the kernel source repositories
- as all the source files necessary for all the supported
- Yocto Linux kernels.
- As a developer, you are just interested in the source files
- for the kernel on which you are working.
- And, furthermore, you need them available on your host system.
- </para>
-
- <para>
- Kernel source code is available on your host system several
- different ways:
- <itemizedlist>
- <listitem><para>
- <emphasis>Files Accessed While using <filename>devtool</filename>:</emphasis>
- <filename>devtool</filename>, which is available with the
- Yocto Project, is the preferred method by which to
- modify the kernel.
- See the
- "<link linkend='kernel-modification-workflow'>Kernel Modification Workflow</link>"
- section.
- </para></listitem>
- <listitem><para>
- <emphasis>Cloned Repository:</emphasis>
- If you are working in the kernel all the time, you probably
- would want to set up your own local Git repository of the
- Yocto Linux kernel tree.
- For information on how to clone a Yocto Linux kernel
- Git repository, see the
- "<link linkend='preparing-the-build-host-to-work-on-the-kernel'>Preparing the Build Host to Work on the Kernel</link>"
- section.
- </para></listitem>
- <listitem><para>
- <emphasis>Temporary Source Files from a Build:</emphasis>
- If you just need to make some patches to the kernel using
- a traditional BitBake workflow (i.e. not using the
- <filename>devtool</filename>), you can access temporary
- kernel source files that were extracted and used during
- a kernel build.
- </para></listitem>
- </itemizedlist>
- </para>
-
- <para>
- The temporary kernel source files resulting from a build using
- BitBake have a particular hierarchy.
- When you build the kernel on your development system, all files
- needed for the build are taken from the source repositories
- pointed to by the
- <ulink url='&YOCTO_DOCS_REF_URL;#var-SRC_URI'><filename>SRC_URI</filename></ulink>
- variable and gathered in a temporary work area where they are
- subsequently used to create the unique kernel.
- Thus, in a sense, the process constructs a local source tree
- specific to your kernel from which to generate the new kernel
- image.
- </para>
-
- <para>
- The following figure shows the temporary file structure
- created on your host system when you build the kernel using
- Bitbake.
- This
- <ulink url='&YOCTO_DOCS_REF_URL;#build-directory'>Build Directory</ulink>
- contains all the source files used during the build.
- <imagedata fileref="figures/kernel-overview-2-generic.png"
- width="6in" depth="5in" align="center" scale="100" />
- </para>
-
- <para>
- Again, for additional information on the Yocto Project kernel's
- architecture and its branching strategy, see the
- "<link linkend='yocto-linux-kernel-architecture-and-branching-strategies'>Yocto Linux Kernel Architecture and Branching Strategies</link>"
- section.
- You can also reference the
- "<link linkend='using-devtool-to-patch-the-kernel'>Using <filename>devtool</filename> to Patch the Kernel</link>"
- and
- "<link linkend='using-traditional-kernel-development-to-patch-the-kernel'>Using Traditional Kernel Development to Patch the Kernel</link>"
- sections for detailed example that modifies the kernel.
- </para>
- </section>
-
- <section id='determining-hardware-and-non-hardware-features-for-the-kernel-configuration-audit-phase'>
- <title>Determining Hardware and Non-Hardware Features for the Kernel Configuration Audit Phase</title>
-
- <para>
- This section describes part of the kernel configuration audit
- phase that most developers can ignore.
- For general information on kernel configuration including
- <filename>menuconfig</filename>, <filename>defconfig</filename>
- files, and configuration fragments, see the
- "<link linkend='configuring-the-kernel'>Configuring the Kernel</link>"
- section.
- </para>
-
- <para>
- During this part of the audit phase, the contents of the final
- <filename>.config</filename> file are compared against the
- fragments specified by the system.
- These fragments can be system fragments, distro fragments,
- or user-specified configuration elements.
- Regardless of their origin, the OpenEmbedded build system
- warns the user if a specific option is not included in the
- final kernel configuration.
- </para>
-
- <para>
- By default, in order to not overwhelm the user with
- configuration warnings, the system only reports missing
- "hardware" options as they could result in a boot
- failure or indicate that important hardware is not available.
- </para>
-
- <para>
- To determine whether or not a given option is "hardware" or
- "non-hardware", the kernel Metadata in
- <filename>yocto-kernel-cache</filename> contains files that
- classify individual or groups of options as either hardware
- or non-hardware.
- To better show this, consider a situation where the
- <filename>yocto-kernel-cache</filename> contains the following
- files:
- <literallayout class='monospaced'>
- yocto-kernel-cache/features/drm-psb/hardware.cfg
- yocto-kernel-cache/features/kgdb/hardware.cfg
- yocto-kernel-cache/ktypes/base/hardware.cfg
- yocto-kernel-cache/bsp/mti-malta32/hardware.cfg
- yocto-kernel-cache/bsp/qemu-ppc32/hardware.cfg
- yocto-kernel-cache/bsp/qemuarma9/hardware.cfg
- yocto-kernel-cache/bsp/mti-malta64/hardware.cfg
- yocto-kernel-cache/bsp/arm-versatile-926ejs/hardware.cfg
- yocto-kernel-cache/bsp/common-pc/hardware.cfg
- yocto-kernel-cache/bsp/common-pc-64/hardware.cfg
- yocto-kernel-cache/features/rfkill/non-hardware.cfg
- yocto-kernel-cache/ktypes/base/non-hardware.cfg
- yocto-kernel-cache/features/aufs/non-hardware.kcf
- yocto-kernel-cache/features/ocf/non-hardware.kcf
- yocto-kernel-cache/ktypes/base/non-hardware.kcf
- yocto-kernel-cache/ktypes/base/hardware.kcf
- yocto-kernel-cache/bsp/qemu-ppc32/hardware.kcf
- </literallayout>
- The following list provides explanations for the various
- files:
- <itemizedlist>
- <listitem><para>
- <filename>hardware.kcf</filename>:
- Specifies a list of kernel Kconfig files that contain
- hardware options only.
- </para></listitem>
- <listitem><para>
- <filename>non-hardware.kcf</filename>:
- Specifies a list of kernel Kconfig files that contain
- non-hardware options only.
- </para></listitem>
- <listitem><para>
- <filename>hardware.cfg</filename>:
- Specifies a list of kernel <filename>CONFIG_</filename>
- options that are hardware, regardless of whether or not
- they are within a Kconfig file specified by a hardware
- or non-hardware Kconfig file (i.e.
- <filename>hardware.kcf</filename> or
- <filename>non-hardware.kcf</filename>).
- </para></listitem>
- <listitem><para>
- <filename>non-hardware.cfg</filename>:
- Specifies a list of kernel <filename>CONFIG_</filename>
- options that are not hardware, regardless of whether or
- not they are within a Kconfig file specified by a
- hardware or non-hardware Kconfig file (i.e.
- <filename>hardware.kcf</filename> or
- <filename>non-hardware.kcf</filename>).
- </para></listitem>
- </itemizedlist>
- Here is a specific example using the
- <filename>kernel-cache/bsp/mti-malta32/hardware.cfg</filename>:
- <literallayout class='monospaced'>
- CONFIG_SERIAL_8250
- CONFIG_SERIAL_8250_CONSOLE
- CONFIG_SERIAL_8250_NR_UARTS
- CONFIG_SERIAL_8250_PCI
- CONFIG_SERIAL_CORE
- CONFIG_SERIAL_CORE_CONSOLE
- CONFIG_VGA_ARB
- </literallayout>
- The kernel configuration audit automatically detects these
- files (hence the names must be exactly the ones discussed here),
- and uses them as inputs when generating warnings about the
- final <filename>.config</filename> file.
- </para>
-
- <para>
- A user-specified kernel Metadata repository, or recipe space
- feature, can use these same files to classify options that are
- found within its <filename>.cfg</filename> files as hardware
- or non-hardware, to prevent the OpenEmbedded build system from
- producing an error or warning when an option is not in the
- final <filename>.config</filename> file.
- </para>
- </section>
-</appendix>
-<!--
-vim: expandtab tw=80 ts=4
--->