Commit e7325b77 authored by Marco Elver's avatar Marco Elver Committed by Paul E. McKenney
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kcsan: Update Documentation/dev-tools/kcsan.rst



Extend and improve based on recent changes, and summarize important
bits that have been missing. Tested with "make htmldocs".

Signed-off-by: default avatarMarco Elver <elver@google.com>
Cc: Qian Cai <cai@lca.pw>
Signed-off-by: default avatarPaul E. McKenney <paulmck@kernel.org>
parent e7b34100
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The Kernel Concurrency Sanitizer (KCSAN)
The Kernel Concurrency Sanitizer (KCSAN)
========================================
========================================


Overview
The Kernel Concurrency Sanitizer (KCSAN) is a dynamic race detector, which
--------
relies on compile-time instrumentation, and uses a watchpoint-based sampling

approach to detect races. KCSAN's primary purpose is to detect `data races`_.
*Kernel Concurrency Sanitizer (KCSAN)* is a dynamic data race detector for
kernel space. KCSAN is a sampling watchpoint-based data race detector. Key
priorities in KCSAN's design are lack of false positives, scalability, and
simplicity. More details can be found in `Implementation Details`_.

KCSAN uses compile-time instrumentation to instrument memory accesses. KCSAN is
supported in both GCC and Clang. With GCC it requires version 7.3.0 or later.
With Clang it requires version 7.0.0 or later.


Usage
Usage
-----
-----


To enable KCSAN configure kernel with::
KCSAN is supported in both GCC and Clang. With GCC it requires version 7.3.0 or
later. With Clang it requires version 7.0.0 or later.

To enable KCSAN configure the kernel with::


    CONFIG_KCSAN = y
    CONFIG_KCSAN = y


KCSAN provides several other configuration options to customize behaviour (see
KCSAN provides several other configuration options to customize behaviour (see
their respective help text for more info).
the respective help text in ``lib/Kconfig.kcsan`` for more info).


Error reports
Error reports
~~~~~~~~~~~~~
~~~~~~~~~~~~~
@@ -96,7 +91,8 @@ The other less common type of data race report looks like this::
This report is generated where it was not possible to determine the other
This report is generated where it was not possible to determine the other
racing thread, but a race was inferred due to the data value of the watched
racing thread, but a race was inferred due to the data value of the watched
memory location having changed. These can occur either due to missing
memory location having changed. These can occur either due to missing
instrumentation or e.g. DMA accesses.
instrumentation or e.g. DMA accesses. These reports will only be generated if
``CONFIG_KCSAN_REPORT_RACE_UNKNOWN_ORIGIN=y`` (selected by default).


Selective analysis
Selective analysis
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
@@ -110,9 +106,26 @@ the below options are available:
  behaviour when encountering a data race is deemed safe.
  behaviour when encountering a data race is deemed safe.


* Disabling data race detection for entire functions can be accomplished by
* Disabling data race detection for entire functions can be accomplished by
  using the function attribute ``__no_kcsan`` (or ``__no_kcsan_or_inline`` for
  using the function attribute ``__no_kcsan``::
  ``__always_inline`` functions). To dynamically control for which functions

  data races are reported, see the `debugfs`_ blacklist/whitelist feature.
    __no_kcsan
    void foo(void) {
        ...

  To dynamically limit for which functions to generate reports, see the
  `DebugFS interface`_ blacklist/whitelist feature.

  For ``__always_inline`` functions, replace ``__always_inline`` with
  ``__no_kcsan_or_inline`` (which implies ``__always_inline``)::

    static __no_kcsan_or_inline void foo(void) {
        ...

  Note: Older compiler versions (GCC < 9) also do not always honor the
  ``__no_kcsan`` attribute on regular ``inline`` functions. If false positives
  with these compilers cannot be tolerated, for small functions where
  ``__always_inline`` would be appropriate, ``__no_kcsan_or_inline`` should be
  preferred instead.


* To disable data race detection for a particular compilation unit, add to the
* To disable data race detection for a particular compilation unit, add to the
  ``Makefile``::
  ``Makefile``::
@@ -124,13 +137,29 @@ the below options are available:


    KCSAN_SANITIZE := n
    KCSAN_SANITIZE := n


debugfs
Furthermore, it is possible to tell KCSAN to show or hide entire classes of
~~~~~~~
data races, depending on preferences. These can be changed via the following
Kconfig options:

* ``CONFIG_KCSAN_REPORT_VALUE_CHANGE_ONLY``: If enabled and a conflicting write
  is observed via a watchpoint, but the data value of the memory location was
  observed to remain unchanged, do not report the data race.

* ``CONFIG_KCSAN_ASSUME_PLAIN_WRITES_ATOMIC``: Assume that plain aligned writes
  up to word size are atomic by default. Assumes that such writes are not
  subject to unsafe compiler optimizations resulting in data races. The option
  causes KCSAN to not report data races due to conflicts where the only plain
  accesses are aligned writes up to word size.

DebugFS interface
~~~~~~~~~~~~~~~~~

The file ``/sys/kernel/debug/kcsan`` provides the following interface:


* The file ``/sys/kernel/debug/kcsan`` can be read to get stats.
* Reading ``/sys/kernel/debug/kcsan`` returns various runtime statistics.


* KCSAN can be turned on or off by writing ``on`` or ``off`` to
* Writing ``on`` or ``off`` to ``/sys/kernel/debug/kcsan`` allows turning KCSAN
  ``/sys/kernel/debug/kcsan``.
  on or off, respectively.


* Writing ``!some_func_name`` to ``/sys/kernel/debug/kcsan`` adds
* Writing ``!some_func_name`` to ``/sys/kernel/debug/kcsan`` adds
  ``some_func_name`` to the report filter list, which (by default) blacklists
  ``some_func_name`` to the report filter list, which (by default) blacklists
@@ -142,91 +171,120 @@ debugfs
  can be used to silence frequently occurring data races; the whitelist feature
  can be used to silence frequently occurring data races; the whitelist feature
  can help with reproduction and testing of fixes.
  can help with reproduction and testing of fixes.


Tuning performance
~~~~~~~~~~~~~~~~~~

Core parameters that affect KCSAN's overall performance and bug detection
ability are exposed as kernel command-line arguments whose defaults can also be
changed via the corresponding Kconfig options.

* ``kcsan.skip_watch`` (``CONFIG_KCSAN_SKIP_WATCH``): Number of per-CPU memory
  operations to skip, before another watchpoint is set up. Setting up
  watchpoints more frequently will result in the likelihood of races to be
  observed to increase. This parameter has the most significant impact on
  overall system performance and race detection ability.

* ``kcsan.udelay_task`` (``CONFIG_KCSAN_UDELAY_TASK``): For tasks, the
  microsecond delay to stall execution after a watchpoint has been set up.
  Larger values result in the window in which we may observe a race to
  increase.

* ``kcsan.udelay_interrupt`` (``CONFIG_KCSAN_UDELAY_INTERRUPT``): For
  interrupts, the microsecond delay to stall execution after a watchpoint has
  been set up. Interrupts have tighter latency requirements, and their delay
  should generally be smaller than the one chosen for tasks.

They may be tweaked at runtime via ``/sys/module/kcsan/parameters/``.

Data Races
Data Races
----------
----------


Informally, two operations *conflict* if they access the same memory location,
In an execution, two memory accesses form a *data race* if they *conflict*,
and at least one of them is a write operation. In an execution, two memory
they happen concurrently in different threads, and at least one of them is a
operations from different threads form a **data race** if they *conflict*, at
*plain access*; they *conflict* if both access the same memory location, and at
least one of them is a *plain access* (non-atomic), and they are *unordered* in
least one is a write. For a more thorough discussion and definition, see `"Plain
the "happens-before" order according to the `LKMM
Accesses and Data Races" in the LKMM`_.
<../../tools/memory-model/Documentation/explanation.txt>`_.

.. _"Plain Accesses and Data Races" in the LKMM: https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git/tree/tools/memory-model/Documentation/explanation.txt#n1922


Relationship with the Linux Kernel Memory Model (LKMM)
Relationship with the Linux-Kernel Memory Consistency Model (LKMM)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~


The LKMM defines the propagation and ordering rules of various memory
The LKMM defines the propagation and ordering rules of various memory
operations, which gives developers the ability to reason about concurrent code.
operations, which gives developers the ability to reason about concurrent code.
Ultimately this allows to determine the possible executions of concurrent code,
Ultimately this allows to determine the possible executions of concurrent code,
and if that code is free from data races.
and if that code is free from data races.


KCSAN is aware of *atomic* accesses (``READ_ONCE``, ``WRITE_ONCE``,
KCSAN is aware of *marked atomic operations* (``READ_ONCE``, ``WRITE_ONCE``,
``atomic_*``, etc.), but is oblivious of any ordering guarantees. In other
``atomic_*``, etc.), but is oblivious of any ordering guarantees and simply
words, KCSAN assumes that as long as a plain access is not observed to race
assumes that memory barriers are placed correctly. In other words, KCSAN
with another conflicting access, memory operations are correctly ordered.
assumes that as long as a plain access is not observed to race with another
conflicting access, memory operations are correctly ordered.


This means that KCSAN will not report *potential* data races due to missing
This means that KCSAN will not report *potential* data races due to missing
memory ordering. If, however, missing memory ordering (that is observable with
memory ordering. Developers should therefore carefully consider the required
a particular compiler and architecture) leads to an observable data race (e.g.
memory ordering requirements that remain unchecked. If, however, missing
entering a critical section erroneously), KCSAN would report the resulting
memory ordering (that is observable with a particular compiler and
data race.
architecture) leads to an observable data race (e.g. entering a critical

section erroneously), KCSAN would report the resulting data race.
Race conditions vs. data races

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Race Detection Beyond Data Races

--------------------------------
Race conditions are logic bugs, where unexpected interleaving of racing

concurrent operations result in an erroneous state.
For code with complex concurrency design, race-condition bugs may not always

manifest as data races. Race conditions occur if concurrently executing
Data races on the other hand are defined at the *memory model/language level*.
operations result in unexpected system behaviour. On the other hand, data races
Many data races are also harmful race conditions, which a tool like KCSAN
are defined at the C-language level. The following macros can be used to check
reports!  However, not all data races are race conditions and vice-versa.
properties of concurrent code where bugs would not manifest as data races.
KCSAN's intent is to report data races according to the LKMM. A data race

detector can only work at the memory model/language level.
.. kernel-doc:: include/linux/kcsan-checks.h

    :functions: ASSERT_EXCLUSIVE_WRITER ASSERT_EXCLUSIVE_ACCESS
Deeper analysis, to find high-level race conditions only, requires conveying
                ASSERT_EXCLUSIVE_BITS
the intended kernel logic to a tool. This requires (1) the developer writing a
specification or model of their code, and then (2) the tool verifying that the
implementation matches. This has been done for small bits of code using model
checkers and other formal methods, but does not scale to the level of what can
be covered with a dynamic analysis based data race detector such as KCSAN.

For reasons outlined in this `article <https://lwn.net/Articles/793253/>`_,
data races can be much more subtle, but can cause no less harm than high-level
race conditions.


Implementation Details
Implementation Details
----------------------
----------------------


The general approach is inspired by `DataCollider
KCSAN relies on observing that two accesses happen concurrently. Crucially, we
want to (a) increase the chances of observing races (especially for races that
manifest rarely), and (b) be able to actually observe them. We can accomplish
(a) by injecting various delays, and (b) by using address watchpoints (or
breakpoints).

If we deliberately stall a memory access, while we have a watchpoint for its
address set up, and then observe the watchpoint to fire, two accesses to the
same address just raced. Using hardware watchpoints, this is the approach taken
in `DataCollider
<http://usenix.org/legacy/events/osdi10/tech/full_papers/Erickson.pdf>`_.
<http://usenix.org/legacy/events/osdi10/tech/full_papers/Erickson.pdf>`_.
Unlike DataCollider, KCSAN does not use hardware watchpoints, but instead
Unlike DataCollider, KCSAN does not use hardware watchpoints, but instead
relies on compiler instrumentation. Watchpoints are implemented using an
relies on compiler instrumentation and "soft watchpoints".
efficient encoding that stores access type, size, and address in a long; the
benefits of using "soft watchpoints" are portability and greater flexibility in
limiting which accesses trigger a watchpoint.


More specifically, KCSAN requires instrumenting plain (unmarked, non-atomic)
In KCSAN, watchpoints are implemented using an efficient encoding that stores
memory operations; for each instrumented plain access:
access type, size, and address in a long; the benefits of using "soft
watchpoints" are portability and greater flexibility. KCSAN then relies on the
compiler instrumenting plain accesses. For each instrumented plain access:


1. Check if a matching watchpoint exists; if yes, and at least one access is a
1. Check if a matching watchpoint exists; if yes, and at least one access is a
   write, then we encountered a racing access.
   write, then we encountered a racing access.


2. Periodically, if no matching watchpoint exists, set up a watchpoint and
2. Periodically, if no matching watchpoint exists, set up a watchpoint and
   stall for a small delay.
   stall for a small randomized delay.


3. Also check the data value before the delay, and re-check the data value
3. Also check the data value before the delay, and re-check the data value
   after delay; if the values mismatch, we infer a race of unknown origin.
   after delay; if the values mismatch, we infer a race of unknown origin.


To detect data races between plain and atomic memory operations, KCSAN also
To detect data races between plain and marked accesses, KCSAN also annotates
annotates atomic accesses, but only to check if a watchpoint exists
marked accesses, but only to check if a watchpoint exists; i.e. KCSAN never
(``kcsan_check_atomic_*``); i.e.  KCSAN never sets up a watchpoint on atomic
sets up a watchpoint on marked accesses. By never setting up watchpoints for
accesses.
marked operations, if all accesses to a variable that is accessed concurrently
are properly marked, KCSAN will never trigger a watchpoint and therefore never
report the accesses.


Key Properties
Key Properties
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~


1. **Memory Overhead:**  The current implementation uses a small array of longs
1. **Memory Overhead:**  The overall memory overhead is only a few MiB
   to encode watchpoint information, which is negligible.
   depending on configuration. The current implementation uses a small array of
   longs to encode watchpoint information, which is negligible.


2. **Performance Overhead:** KCSAN's runtime aims to be minimal, using an
2. **Performance Overhead:** KCSAN's runtime aims to be minimal, using an
   efficient watchpoint encoding that does not require acquiring any shared
   efficient watchpoint encoding that does not require acquiring any shared
@@ -253,14 +311,17 @@ Key Properties
Alternatives Considered
Alternatives Considered
-----------------------
-----------------------


An alternative data race detection approach for the kernel can be found in
An alternative data race detection approach for the kernel can be found in the
`Kernel Thread Sanitizer (KTSAN) <https://github.com/google/ktsan/wiki>`_.
`Kernel Thread Sanitizer (KTSAN) <https://github.com/google/ktsan/wiki>`_.
KTSAN is a happens-before data race detector, which explicitly establishes the
KTSAN is a happens-before data race detector, which explicitly establishes the
happens-before order between memory operations, which can then be used to
happens-before order between memory operations, which can then be used to
determine data races as defined in `Data Races`_. To build a correct
determine data races as defined in `Data Races`_.
happens-before relation, KTSAN must be aware of all ordering rules of the LKMM

and synchronization primitives. Unfortunately, any omission leads to false
To build a correct happens-before relation, KTSAN must be aware of all ordering
positives, which is especially important in the context of the kernel which
rules of the LKMM and synchronization primitives. Unfortunately, any omission
includes numerous custom synchronization mechanisms. Furthermore, KTSAN's
leads to large numbers of false positives, which is especially detrimental in
implementation requires metadata for each memory location (shadow memory);
the context of the kernel which includes numerous custom synchronization
currently, for each page, KTSAN requires 4 pages of shadow memory.
mechanisms. To track the happens-before relation, KTSAN's implementation
requires metadata for each memory location (shadow memory), which for each page
corresponds to 4 pages of shadow memory, and can translate into overhead of
tens of GiB on a large system.