linux-insides/Booting/linux-bootstrap-6.md

Kernel booting process. Part 6.
================================================================================

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

This is the sixth part of the `Kernel booting process` series. In the [previous part](linux-bootstrap-5.md) we have seen the end of the kernel boot process. But we have skipped some important advanced parts.

As you may remember the entry point of the Linux kernel is the `start_kernel` function from the [main.c](https://github.com/torvalds/linux/blob/v4.16/init/main.c) source code file started to execute at `LOAD_PHYSICAL_ADDR` address. This address depends on the `CONFIG_PHYSICAL_START` kernel configuration option which is `0x1000000` by default:

```
config PHYSICAL_START
	hex "Physical address where the kernel is loaded" if (EXPERT || CRASH_DUMP)
	default "0x1000000"
	---help---
	  This gives the physical address where the kernel is loaded.
      ...
      ...
      ...
```

This value may be changed during kernel configuration, but also load address can be selected as a random value. For this purpose the `CONFIG_RANDOMIZE_BASE` kernel configuration option should be enabled during kernel configuration.

In this case a physical address at which Linux kernel image will be decompressed and loaded will be randomized. This part considers the case when this option is enabled and load address of the kernel image will be randomized for [security reasons](https://en.wikipedia.org/wiki/Address_space_layout_randomization).

Initialization of page tables
--------------------------------------------------------------------------------

Before the kernel decompressor will start to find random memory range where the kernel will be decompressed and loaded, the identity mapped page tables should be initialized. If a [bootloader](https://en.wikipedia.org/wiki/Booting) used [16-bit or 32-bit boot protocol](https://github.com/torvalds/linux/blob/v4.16/Documentation/x86/boot.txt), we already have page tables. But in any case, we may need new pages by demand if the kernel decompressor selects memory range outside of them. That's why we need to build new identity mapped page tables.

Yes, building of identity mapped page tables is the one of the first step during randomization of load address. But before we will consider it, let's try to remember where did we come from to this point.

In the [previous part](linux-bootstrap-5.md), we saw transition to [long mode](https://en.wikipedia.org/wiki/Long_mode) and jump to the kernel decompressor entry point - `extract_kernel` function. The randomization stuff starts here from the call of the:

```C
void choose_random_location(unsigned long input,
                            unsigned long input_size,
                            unsigned long *output,
                            unsigned long output_size,
                            unsigned long *virt_addr)
{}
```

function. As you may see, this function takes following five parameters:

  * `input`;
  * `input_size`;
  * `output`;
  * `output_isze`;
  * `virt_addr`.

Let's try to understand what these parameters are. The first `input` parameter came from parameters of the `extract_kernel` function from the [arch/x86/boot/compressed/misc.c](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/misc.c) source code file:

```C
asmlinkage __visible void *extract_kernel(void *rmode, memptr heap,
				                          unsigned char *input_data,
				                          unsigned long input_len,
				                          unsigned char *output,
				                          unsigned long output_len)
{
  ...
  ...
  ...
  choose_random_location((unsigned long)input_data, input_len,
                         (unsigned long *)&output,
				         max(output_len, kernel_total_size),
				         &virt_addr);
  ...
  ...
  ...
}
```

This parameter is passed from assembler code:

```C
leaq	input_data(%rip), %rdx
```

from the [arch/x86/boot/compressed/head_64.S](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/head_64.S). The `input_data` is generated by the little [mkpiggy](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/mkpiggy.c) program. If you have compiled linux kernel source code under your hands, you may find the generated file by this program which should be placed in the `linux/arch/x86/boot/compressed/piggy.S`. In my case this file looks:

```assembly
.section ".rodata..compressed","a",@progbits
.globl z_input_len
z_input_len = 6988196
.globl z_output_len
z_output_len = 29207032
.globl input_data, input_data_end
input_data:
.incbin "arch/x86/boot/compressed/vmlinux.bin.gz"
input_data_end:
```

As you may see it contains four global symbols. The first two `z_input_len` and `z_output_len` which are sizes of compressed and uncompressed `vmlinux.bin.gz`. The third is our `input_data` and as you may see it points to linux kernel image in raw binary format (all debugging symbols, comments and relocation information are stripped). And the last `input_data_end` points to the end of the compressed linux image.

So, our first parameter of the `choose_random_location` function is the pointer to the compressed kernel image that is embedded into the `piggy.o` object file.

The second parameter of the `choose_random_location` function is the `z_input_len` that we have seen just now.

The third and fourth parameters of the `choose_random_location` function are address where to place decompressed kernel image and the length of decompressed kernel image respectively. The address where to put decompressed kernel came from [arch/x86/boot/compressed/head_64.S](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/head_64.S) and it is address of the `startup_32` aligned to 2 megabytes boundary. The size of the decompressed kernel came from the same `piggy.S` and it is `z_output_len`.

The last parameter of the `choose_random_location` function is the virtual address of the kernel load address. As we may see, by default it coincides with the default physical load address:

```C
unsigned long virt_addr = LOAD_PHYSICAL_ADDR;
```

which depends on kernel configuration:

```C
#define LOAD_PHYSICAL_ADDR ((CONFIG_PHYSICAL_START \
				+ (CONFIG_PHYSICAL_ALIGN - 1)) \
				& ~(CONFIG_PHYSICAL_ALIGN - 1))
```

Now, as we considered parameters of the `choose_random_location` function, let's look at implementation of it. This function starts from the checking of `nokaslr` option in the kernel command line:

```C
if (cmdline_find_option_bool("nokaslr")) {
	warn("KASLR disabled: 'nokaslr' on cmdline.");
	return;
}
```

and if the options was given we exit from the `choose_random_location` function ad kernel load address will not be randomized. Related command line options can be found in the [kernel documentation](https://github.com/torvalds/linux/blob/v4.16/Documentation/admin-guide/kernel-parameters.rst):

```
kaslr/nokaslr [X86]

Enable/disable kernel and module base offset ASLR
(Address Space Layout Randomization) if built into
the kernel. When CONFIG_HIBERNATION is selected,
kASLR is disabled by default. When kASLR is enabled,
hibernation will be disabled.
```

Let's assume that we didn't pass `nokaslr` to the kernel command line and the `CONFIG_RANDOMIZE_BASE` kernel configuration option is enabled. In this case we add `kASLR` flag to kernel load flags:

```C
boot_params->hdr.loadflags |= KASLR_FLAG;
```

and the next step is the call of the:

```C
initialize_identity_maps();
```

function which is defined in the [arch/x86/boot/compressed/kaslr_64.c](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/kaslr_64.c) source code file. This function starts from initialization of `mapping_info` an instance of the `x86_mapping_info` structure:

```C
mapping_info.alloc_pgt_page = alloc_pgt_page;
mapping_info.context = &pgt_data;
mapping_info.page_flag = __PAGE_KERNEL_LARGE_EXEC | sev_me_mask;
mapping_info.kernpg_flag = _KERNPG_TABLE;
```

The `x86_mapping_info` structure is defined in the [arch/x86/include/asm/init.h](https://github.com/torvalds/linux/blob/v4.16/arch/x86/include/asm/init.h) header file and looks:

```C
struct x86_mapping_info {
	void *(*alloc_pgt_page)(void *);
	void *context;
	unsigned long page_flag;
	unsigned long offset;
	bool direct_gbpages;
	unsigned long kernpg_flag;
};
```

This structure provides information about memory mappings. As you may remember from the previous part, we already setup'ed initial page tables from 0 up to `4G`. For now we may need to access memory above `4G` to load kernel at random position. So, the `initialize_identity_maps` function executes initialization of a memory region for a possible needed new page table. First of all let's try to look at the definition of the `x86_mapping_info` structure.

The `alloc_pgt_page` is a callback function that will be called to allocate space for a page table entry. The `context` field is an instance of the `alloc_pgt_data` structure in our case which will be used to track allocated page tables. The `page_flag` and `kernpg_flag` fields are page flags. The first represents flags for `PMD` or `PUD` entries. The second `kernpg_flag` field represents flags for kernel pages which can be overridden later. The `direct_gbpages` field represents support for huge pages and the last `offset` field represents offset between kernel virtual addresses and physical addresses up to `PMD` level.

The `alloc_pgt_page` callback just validates that there is space for a new page, allocates new page:

```C
entry = pages->pgt_buf + pages->pgt_buf_offset;
pages->pgt_buf_offset += PAGE_SIZE;
```

in the buffer from the:

```C
struct alloc_pgt_data {
	unsigned char *pgt_buf;
	unsigned long pgt_buf_size;
	unsigned long pgt_buf_offset;
};
```

structure and returns address of a new page. The last goal of the `initialize_identity_maps` function is to initialize `pgdt_buf_size` and `pgt_buf_offset`. As we are only in initialization phase, the `initialze_identity_maps` function sets `pgt_buf_offset` to zero:

```C
pgt_data.pgt_buf_offset = 0;
```

and the `pgt_data.pgt_buf_size` will be set to `77824` or `69632` depends on which boot protocol will be used by bootloader (64-bit or 32-bit). The same is for `pgt_data.pgt_buf`. If a bootloader loaded the kernel at `startup_32`, the `pgdt_data.pgdt_buf` will point to the end of the page table which already was initialzed in the [arch/x86/boot/compressed/head_64.S](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/head_64.S):

```C
pgt_data.pgt_buf = _pgtable + BOOT_INIT_PGT_SIZE;
```

where `_pgtable` points to the beginning of this page table [_pgtable](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/vmlinux.lds.S). In other way, if a bootloader have used 64-bit boot protocol and loaded the kernel at `startup_64`, early page tables should be built by bootloader itself and `_pgtable` will be just overwrote:

```C
pgt_data.pgt_buf = _pgtable
```

As the buffer for new page tables is initialized, we may return back to the `choose_random_location` function.

Avoid reserved memory ranges
--------------------------------------------------------------------------------

After the stuff related to identity page tables is initilized, we may start to choose random location where to put decompressed kernel image. But as you may guess, we can't choose any address. There are some reseved addresses in memory ranges. Such addresses occupied by important things, like [initrd](https://en.wikipedia.org/wiki/Initial_ramdisk), kernel command line and etc. The

```C
mem_avoid_init(input, input_size, *output);
```

function will help us to do this. All non-safe memory regions will be collected in the:

```C
struct mem_vector {
	unsigned long long start;
	unsigned long long size;
};

static struct mem_vector mem_avoid[MEM_AVOID_MAX];
```

array. Where `MEM_AVOID_MAX` is from `mem_avoid_index` [enum](https://en.wikipedia.org/wiki/Enumerated_type#C) which represents different types of reserved memory regions:

```C
enum mem_avoid_index {
	MEM_AVOID_ZO_RANGE = 0,
	MEM_AVOID_INITRD,
	MEM_AVOID_CMDLINE,
	MEM_AVOID_BOOTPARAMS,
	MEM_AVOID_MEMMAP_BEGIN,
	MEM_AVOID_MEMMAP_END = MEM_AVOID_MEMMAP_BEGIN + MAX_MEMMAP_REGIONS - 1,
	MEM_AVOID_MAX,
};
```

Both are defined in the [arch/x86/boot/compressed/kaslr.c](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/kaslr.c) source code file.

Let's look at the implementation of the `mem_avoid_init` function. The main goal of this function is to store information about reseved memory regions described by the `mem_avoid_index` enum in the `mem_avoid` array and create new pages for such regions in our new identity mapped buffer. Numerous parts fo the `mem_avoid_index` function are similar, but let's take a look at the one of them:

```C
mem_avoid[MEM_AVOID_ZO_RANGE].start = input;
mem_avoid[MEM_AVOID_ZO_RANGE].size = (output + init_size) - input;
add_identity_map(mem_avoid[MEM_AVOID_ZO_RANGE].start,
		 mem_avoid[MEM_AVOID_ZO_RANGE].size);
```

At the beginning of the `mem_avoid_init` function tries to avoid memory region that is used for current kernel decompression. We fill an entry from the `mem_avoid` array with the start and size of such region and call the `add_identity_map` function which should build identity mapped pages for this region. The `add_identity_map` function is defined in the [arch/x86/boot/compressed/kaslr_64.c](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/kaslr_64.c) source code file and looks:

```C
void add_identity_map(unsigned long start, unsigned long size)
{
	unsigned long end = start + size;

	start = round_down(start, PMD_SIZE);
	end = round_up(end, PMD_SIZE);
	if (start >= end)
		return;

	kernel_ident_mapping_init(&mapping_info, (pgd_t *)top_level_pgt,
				  start, end);
}
```

As you may see it aligns memory region to 2 megabytes boundary and checks given start and end addresses.

In the end it just calls the `kernel_ident_mapping_init` function from the [arch/x86/mm/ident_map.c](https://github.com/torvalds/linux/blob/v4.16/arch/x86/mm/ident_map.c) source code file and pass `mapping_info` instance that was initilized above, address of the top level page table and addresses of memory region for which new identity mapping should be built.

The `kernel_ident_mapping_init` function sets default flags for new pages if they were not given:

```C
if (!info->kernpg_flag)
	info->kernpg_flag = _KERNPG_TABLE;
```

and starts to build new 2-megabytes (because of `PSE` bit in the `mapping_info.page_flag`) page entries (`PGD -> P4D -> PUD -> PMD` in a case of [five-level page tables](https://lwn.net/Articles/717293/) or `PGD -> PUD -> PMD` in a case of [four-level page tables](https://lwn.net/Articles/117749/)) related to the given addresses.

```C
for (; addr < end; addr = next) {
	p4d_t *p4d;

	next = (addr & PGDIR_MASK) + PGDIR_SIZE;
	if (next > end)
		next = end;

    p4d = (p4d_t *)info->alloc_pgt_page(info->context);
	result = ident_p4d_init(info, p4d, addr, next);

    return result;
}
```

First of all here we find next entry of the `Page Global Directory` for the given address and if it is greater than `end` of the given memory region, we set it to `end`. After this we allocate a new page with our `x86_mapping_info` callback that we already considered above and call the `ident_p4d_init` function. The `ident_p4d_init` function will do the same, but for low-level page directories (`p4d` -> `pud` -> `pmd`).

That's all.

New page entries related to reserved addresses are in our page tables. This is not the end of the `mem_avoid_init` function, but other parts are similar. It just build pages for [initrd](https://en.wikipedia.org/wiki/Initial_ramdisk), kernel command line and etc.

Now we may return back to `choose_random_location` function.

Physical address randomization
--------------------------------------------------------------------------------

After the reserved memory regions were stored in the `mem_avoid` array and identity mapping pages were built for them, we select minimal available address to choose random memory region to decompress the kernel:

```C
min_addr = min(*output, 512UL << 20);
```

As you may see it should be smaller than `512` megabytes. This `512` megabytes value was selected just to avoid unknown things in lower memory.

The next step is to select random physical and virtual addresses to load kernel. The first is physical addresses:

```C
random_addr = find_random_phys_addr(min_addr, output_size);
```

The `find_random_phys_addr` function is defined in the [same](https://github.com/torvalds/linux/blob/v4.16/arch/x86/boot/compressed/kaslr.c) source code file:

```
static unsigned long find_random_phys_addr(unsigned long minimum,
                                           unsigned long image_size)
{
	minimum = ALIGN(minimum, CONFIG_PHYSICAL_ALIGN);

	if (process_efi_entries(minimum, image_size))
		return slots_fetch_random();

	process_e820_entries(minimum, image_size);
	return slots_fetch_random();
}
```

The main goal of `process_efi_entries` function is to find all suitable memory ranges in full accessible memory to load kernel. If the kernel compiled and runned on the system without [EFI](https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface) support, we continue to search such memory regions in the [e820](https://en.wikipedia.org/wiki/E820) regions. All founded memory regions will be stored in the

```C
struct slot_area {
	unsigned long addr;
	int num;
};

#define MAX_SLOT_AREA 100

static struct slot_area slot_areas[MAX_SLOT_AREA];
```

array. The kernel will select a random index of this array for kernel to be decompressed. This selection will be executed by the `slots_fetch_random` function. The main goal of the `slots_fetch_random` function is to select random memory range from the `slot_areas` array via `kaslr_get_random_long` function:

```C
slot = kaslr_get_random_long("Physical") % slot_max;
```

The `kaslr_get_random_long` function is defined in the [arch/x86/lib/kaslr.c](https://github.com/torvalds/linux/blob/v4.16/arch/x86/lib/kaslr.c) source code file and it just returns random number. Note that the random number will be get via different ways depends on kernel configuration and system opportunities (select random number base on [time stamp counter](https://en.wikipedia.org/wiki/Time_Stamp_Counter), [rdrand](https://en.wikipedia.org/wiki/RdRand) and so on).

That's all from this point random memory range will be selected.

Virtual address randomization
--------------------------------------------------------------------------------

After random memory region was selected by the kernel decompressor, new identity mapped pages will be built for this region by demand:

```C
random_addr = find_random_phys_addr(min_addr, output_size);

if (*output != random_addr) {
		add_identity_map(random_addr, output_size);
		*output = random_addr;
}
```

From this time `output` will store the base address of a memory region where kernel will be decompressed. But for this moment, as you may remember we randomized only physical address. Virtual address should be randomized too in a case of [x86_64](https://en.wikipedia.org/wiki/X86-64) architecture:

```C
if (IS_ENABLED(CONFIG_X86_64))
	random_addr = find_random_virt_addr(LOAD_PHYSICAL_ADDR, output_size);

*virt_addr = random_addr;
```

As you may see in a case of non `x86_64` architecture, randomzed virtual address will coincide with randomized physical address. The `find_random_virt_addr` function calculates amount of virtual memory ranges that may hold kernel image and calls the `kaslr_get_random_long` that we already saw in a previous case when we tried to find random `physical` address.

From this moment we have both randomized base physical (`*output`) and virtual (`*virt_addr`) addresses for decompressed kernel.

That's all.

Conclusion
--------------------------------------------------------------------------------

This is the end of the sixth and the last part about linux kernel booting process. We will not see posts about kernel booting anymore (maybe updates to this and previous posts), but there will be many posts about other kernel internals. 

Next chapter will be about kernel initialization and we will see the first steps in the Linux kernel initialization code.

If you have any questions or suggestions write me a comment or ping me in [twitter](https://twitter.com/0xAX).

**Please note that English is not my first language, And I am really sorry for any inconvenience. If you find any mistakes please send me PR to [linux-insides](https://github.com/0xAX/linux-internals).**

Links
--------------------------------------------------------------------------------

* [Address space layout randomization](https://en.wikipedia.org/wiki/Address_space_layout_randomization)
* [Linux kernel boot protocol](https://github.com/torvalds/linux/blob/v4.16/Documentation/x86/boot.txt)
* [long mode](https://en.wikipedia.org/wiki/Long_mode)
* [initrd](https://en.wikipedia.org/wiki/Initial_ramdisk)
* [Enumerated type](https://en.wikipedia.org/wiki/Enumerated_type#C)
* [four-level page tables](https://lwn.net/Articles/117749/)
* [five-level page tables](https://lwn.net/Articles/717293/)
* [EFI](https://en.wikipedia.org/wiki/Unified_Extensible_Firmware_Interface)
* [e820](https://en.wikipedia.org/wiki/E820)
* [time stamp counter](https://en.wikipedia.org/wiki/Time_Stamp_Counter)
* [rdrand](https://en.wikipedia.org/wiki/RdRand)
* [x86_64](https://en.wikipedia.org/wiki/X86-64)
* [Previous part](linux-bootstrap-5.md)