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storage revision 1.13
      1 $NetBSD: storage,v 1.13 2016/05/05 06:17:45 dholland Exp $
      2 
      3 NetBSD Storage Roadmap
      4 ======================
      5 
      6 This is a small roadmap document, and deals with the storage and file
      7 systems side of the operating system. It discusses elements, projects,
      8 and goals that are under development or under discussion; and it is
      9 divided into three categories based on perceived priority.
     10 
     11 The following elements, projects, and goals are considered strategic
     12 priorities for the project:
     13 
     14  1. Improving iscsi
     15  2. nfsv4 support
     16  3. A better journaling file system solution
     17  4. Getting zfs working for real
     18  5. Seamless full-disk encryption
     19  6. Finish tls-maxphys
     20 
     21 The following elements, projects, and goals are not strategic
     22 priorities but are still important undertakings worth doing:
     23 
     24  7. nvme support
     25  8. lfs64
     26  9. Per-process namespaces
     27  10. lvm tidyup
     28  11. Flash translation layer
     29  12. Shingled disk support
     30  13. ext3/ext4 support
     31  14. Port hammer from Dragonfly
     32  15. afs maintenance
     33  16. execute-in-place
     34 
     35 The following elements, projects, and goals are perhaps less pressing;
     36 this doesn't mean one shouldn't work on them but the expected payoff
     37 is perhaps less than for other things:
     38 
     39  17. coda maintenance
     40 
     41 
     42 Explanations
     43 ============
     44 
     45 1. Improving iscsi
     46 ------------------
     47 
     48 Both the existing iscsi target and initiator are fairly bad code, and
     49 neither works terribly well. Fixing this is fairly important as iscsi
     50 is where it's at for remote block devices. Note that there appears to
     51 be no compelling reason to move the target to the kernel or otherwise
     52 make major architectural changes.
     53 
     54  - As of November 2015 nobody is known to be working on this.
     55  - There is currently no clear timeframe or release target.
     56  - Contact agc for further information.
     57 
     58 
     59 2. nfsv4 support
     60 ----------------
     61 
     62 nfsv4 is at this point the de facto standard for FS-level (as opposed
     63 to block-level) network volumes in production settings. The legacy nfs
     64 code currently in NetBSD only supports nfsv2 and nfsv3.
     65 
     66 The intended plan is to port FreeBSD's nfsv4 code, which also includes
     67 nfsv2 and nfsv3 support, and eventually transition to it completely,
     68 dropping our current nfs code. (Which is kind of a mess.) So far the
     69 only step that has been taken is to import the code from FreeBSD. The
     70 next step is to update that import (since it was done a while ago now)
     71 and then work on getting it to configure and compile.
     72 
     73  - As of November 2015 nobody is working on this, and a volunteer to
     74    take charge is urgently needed.
     75  - There is no clear timeframe or release target, although having an
     76    experimental version ready for -8 would be great.
     77  - Contact dholland for further information.
     78 
     79 
     80 3. A better journaling file system solution
     81 -------------------------------------------
     82 
     83 WAPBL, the journaling FFS that NetBSD rolled out some time back, has a
     84 critical problem: it does not address the historic ffs behavior of
     85 allowing stale on-disk data to leak into user files in crashes. And
     86 because it runs faster, this happens more often and with more data.
     87 This situation is both a correctness and a security liability. Fixing
     88 it has turned out to be difficult. It is not really clear what the
     89 best option at this point is:
     90 
     91 + Fixing WAPBL (e.g. to flush newly allocated/newly written blocks to
     92 disk early) has been examined by several people who know the code base
     93 and judged difficult. Also, some other problems have come to light
     94 more recently; e.g. PR 50725, PR 47146, and a problem where truncating
     95 large sparse files takes ~forever. Also see PR 45676. Still, it might
     96 be the best way forward.
     97 
     98 + There is another journaling FFS; the Harvard one done by Margo
     99 Seltzer's group some years back. We have a copy of this, but as it was
    100 written in BSD/OS circa 1999 it needs a lot of merging, and then will
    101 undoubtedly also need a certain amount of polishing to be ready for
    102 production use. It does record-based rather than block-based
    103 journaling and does not share the stale data problem.
    104 
    105 + We could bring back softupdates (in the softupdates-with-journaling
    106 form found today in FreeBSD) -- this code is even more complicated
    107 than the softupdates code we removed back in 2009, and it's not clear
    108 that it's any more robust either. However, it would solve the stale
    109 data problem if someone wanted to port it over. It isn't clear that
    110 this would be any less work than getting the Harvard journaling FFS
    111 running... or than writing a whole new file system either.
    112 
    113 + We could write a whole new journaling file system. (That is, not
    114 FFS. Doing a new journaling FFS implementation is probably not
    115 sensible relative to merging the Harvard journaling FFS.) This is a
    116 big project.
    117 
    118 Right now it is not clear which of these avenues is the best way
    119 forward. Given the general manpower shortage, it may be that the best
    120 way is whatever looks best to someone who wants to work on the
    121 problem.
    122 
    123  - As of November 2015 nobody is working on fixing WAPBL. There has
    124    been some interest in the Harvard journaling FFS but no significant
    125    progress. Nobody is known to be working on or particularly
    126    interested in porting softupdates-with-journaling. And, while
    127    dholland has been mumbling for some time about a plan for a
    128    specific new file system to solve this problem, there isn't any
    129    realistic prospect of significant progress on that in the
    130    foreseeable future, and nobody else is known to have or be working
    131    on even that much.
    132  - There is no clear timeframe or release target; but given that WAPBL
    133    has been disabled by default for new installs in -7 this problem
    134    can reasonably be said to have become critical.
    135  - Contact joerg or martin regarding WAPBL; contact dholland regarding
    136    the Harvard journaling FFS.
    137 
    138 
    139 4. Getting zfs working for real
    140 -------------------------------
    141 
    142 ZFS has been almost working for years now. It is high time we got it
    143 really working. One of the things this entails is updating the ZFS
    144 code, as what we have is rather old. The Illumos version is probably
    145 what we want for this.
    146 
    147  - There has been intermittent work on zfs, but as of November 2015
    148    nobody is known to be actively working on it
    149  - There is no clear timeframe or release target.
    150  - Contact riastradh or ?? for further information.
    151 
    152 
    153 5. Seamless full-disk encryption
    154 --------------------------------
    155 
    156 (This is only sort of a storage issue.) We have cgd, and it is
    157 believed to still be cryptographically suitable, at least for the time
    158 being. However, we don't have any of the following things:
    159 
    160 + An easy way to install a machine with full-disk encryption. It
    161 should really just be a checkbox item in sysinst, or not much more
    162 than that.
    163 
    164 + Ideally, also an easy way to turn on full-disk encryption for a
    165 machine that's already been installed, though this is harder.
    166 
    167 + A good story for booting off a disk that is otherwise encrypted;
    168 obviously one cannot encrypt the bootblocks, but it isn't clear where
    169 in boot the encrypted volume should take over, or how to make a best
    170 effort at protecting the unencrypted elements needed to boot. (At
    171 least, in the absence of something like UEFI secure boot combined with
    172 an cryptographic oracle to sign your bootloader image so UEFI will
    173 accept it.) There's also the question of how one runs cgdconfig(8) and
    174 where the cgdconfig binary comes from.
    175 
    176 + A reasonable way to handle volume passphrases. MacOS apparently uses
    177 login passwords for this (or as passphrases for secondary keys, or
    178 something) and this seems to work well enough apart from the somewhat
    179 surreal experience of sometimes having to log in twice. However, it
    180 will complicate the bootup story.
    181 
    182 Given the increasing regulatory-level importance of full-disk
    183 encryption, this is at least a de facto requirement for using NetBSD
    184 on laptops in many circumstances.
    185 
    186  - As of November 2015 nobody is known to be working on this.
    187  - There is no clear timeframe or release target.
    188  - Contact dholland for further information.
    189 
    190 
    191 6. Finish tls-maxphys
    192 ---------------------
    193 
    194 The tls-maxphys branch changes MAXPHYS (the maximum size of a single
    195 I/O request) from a global fixed constant to a value that's probed
    196 separately for each particular I/O channel based on its
    197 capabilities. Large values are highly desirable for e.g. feeding large
    198 disk arrays but do not work with all hardware.
    199 
    200 The code is nearly done and just needs more testing and support in
    201 more drivers.
    202 
    203  - As of November 2015 nobody is known to be working on this.
    204  - There is no clear timeframe or release target.
    205  - Contact tls for further information.
    206 
    207 
    208 7. nvme suppport
    209 ----------------
    210 
    211 nvme ("NVM Express") is a hardware interface standard for PCI-attached
    212 SSDs. NetBSD now has a driver for these; however, it was ported from
    213 OpenBSD and is not (yet) MPSAFE. This is, unfortunately, a fairly
    214 serious limitation given the point and nature of nvme devices.
    215 
    216 Relatedly, the I/O path needs to be restructured to avoid software
    217 bottlenecks on the way to an nvme device: they are fast enough that
    218 things like disksort() do not make sense.
    219 
    220 Semi-relatedly, it is also time for scsipi to become MPSAFE.
    221 
    222  - As of May 2016 a port of OpenBSD's driver has been commited. This
    223    will be in -8.
    224  - However, the driver still needs to be made MPSAFE, and we still
    225    need to attend to scsipi and various other I/O path bottlenecks.
    226  - There is no clear timeframe or release target for these points.
    227  - Contact msaitoh or agc for further information.
    228 
    229 
    230 8. lfs64
    231 --------
    232 
    233 LFS currently only supports volumes up to 2 TB. As LFS is of interest
    234 for use on shingled disks (which are larger than 2 TB) and also for
    235 use on disk arrays (ditto) this is something of a problem. A 64-bit
    236 version of LFS for large volumes is in the works.
    237 
    238  - As of November 2015 dholland is working on this.
    239  - It is close to being ready for at least experimental use and is
    240    expected to be in 8.0.
    241  - Responsible: dholland
    242 
    243 
    244 9. Per-process namespaces
    245 -------------------------
    246 
    247 Support for per-process variation of the file system namespace enables
    248 a number of things; more flexible chroots, for example, and also
    249 potentially more efficient pkgsrc builds. dholland thought up a
    250 somewhat hackish but low-footprint way to implement this.
    251 
    252  - As of November 2015 dholland is working on this.
    253  - It is scheduled to be in 8.0.
    254  - Responsible: dholland
    255 
    256 
    257 10. lvm tidyup
    258 --------------
    259 
    260 [agc says someone should look at our lvm stuff; XXX fill this in]
    261 
    262  - As of November 2015 nobody is known to be working on this.
    263  - There is no clear timeframe or release target.
    264  - Contact agc for further information.
    265 
    266 
    267 11. Flash translation layer
    268 ---------------------------
    269 
    270 SSDs ship with firmware called a "flash translation layer" that
    271 arbitrates between the block device software expects to see and the
    272 raw flash chips. FTLs handle wear leveling, lifetime management, and
    273 also internal caching, striping, and other performance concerns. While
    274 NetBSD has a file system for raw flash (chfs), it seems that given
    275 things NetBSD is often used for it ought to come with a flash
    276 translation layer as well.
    277 
    278 Note that this is an area where writing your own is probably a bad
    279 plan; it is a complicated area with a lot of prior art that's also
    280 reportedly full of patent mines. There are a couple of open FTL
    281 implementations that we might be able to import.
    282 
    283  - As of November 2015 nobody is known to be working on this.
    284  - There is no clear timeframe or release target.
    285  - Contact dholland for further information.
    286 
    287 
    288 12. Shingled disk support
    289 -------------------------
    290 
    291 Shingled disks (or more technically, disks with "shingled magnetic
    292 recording" or SMR) can only write whole tracks at once. Thus, to
    293 operate effectively they require translation support similar to the
    294 flash translation layers found in SSDs. The nature and structure of
    295 shingle translation layers is still being researched; however, at some
    296 point we will want to support these things in NetBSD.
    297 
    298  - As of November 2015 one of dholland's coworkers is looking at this.
    299  - There is no clear timeframe or release target.
    300  - Contact dholland for further information.
    301 
    302 
    303 13. ext3/ext4 support
    304 ---------------------
    305 
    306 We would like to be able to read and write Linux ext3fs and ext4fs
    307 volumes. (We can already read clean ext3fs volumes as they're the same
    308 as ext2fs, modulo volume features our ext2fs code does not support;
    309 but we can't write them.)
    310 
    311 Ideally someone would write ext3 and/or ext4 code, whether integrated
    312 with or separate from the ext2 code we already have. It might also
    313 make sense to port or wrap the Linux ext3 or ext4 code so it can be
    314 loaded as a GPL'd kernel module; it isn't clear if that would be more
    315 or less work than doing an implementation.
    316 
    317 Note however that implementing ext3 has already defeated several
    318 people; this is a harder project than it looks.
    319 
    320  - As of May 2016 there is a GSoC project to implement read-only ext4
    321    support, but (it not being summer yet) no particular progress.
    322  - There is no clear timeframe or release target.
    323  - Contact ?? for further information.
    324 
    325 
    326 14. Port hammer from Dragonfly
    327 ------------------------------
    328 
    329 While the motivation for and role of hammer isn't perhaps super
    330 persuasive, it would still be good to have it. Porting it from
    331 Dragonfly is probably not that painful (compared to, say, zfs) but as
    332 the Dragonfly and NetBSD VFS layers have diverged in different
    333 directions from the original 4.4BSD, may not be entirely trivial
    334 either.
    335 
    336  - As of November 2015 nobody is known to be working on this.
    337  - There is no clear timeframe or release target.
    338  - There probably isn't any particular person to contact; for VFS
    339    concerns contact dholland or hannken.
    340 
    341 
    342 15. afs maintenance
    343 -------------------
    344 
    345 AFS needs periodic care and feeding to continue working as NetBSD
    346 changes, because the kernel-level bits aren't kept in the NetBSD tree
    347 and don't get updated with other things. This is an ongoing issue that
    348 always seems to need more manpower than it gets. It might make sense
    349 to import some of the kernel AFS code, or maybe even just some of the
    350 glue layer that it uses, in order to keep it more current.
    351 
    352  - jakllsch sometimes works on this.
    353  - We would like every release to have working AFS by the time it's
    354    released.
    355  - Contact jakllsch or gendalia about AFS; for VFS concerns contact
    356    dholland or hannken.
    357 
    358 
    359 16. execute-in-place
    360 --------------------
    361 
    362 It is likely that the future includes non-volatile storage (so-called
    363 "nvram") that looks like RAM from the perspective of software. Most
    364 importantly: the storage is memory-mapped rather than looking like a
    365 disk controller. There are a number of things NetBSD ought to have to
    366 be ready for this, of which probably the most important is
    367 "execute-in-place": when an executable is run from such storage, and
    368 mapped into user memory with mmap, the storage hardware pages should
    369 be able to appear directly in user memory. Right now they get
    370 gratuitously copied into RAM, which is slow and wasteful. There are
    371 also other reasons (e.g. embedded device ROMs) to want execute-in-
    372 place support.
    373 
    374 Note that at the implementation level this is a UVM issue rather than
    375 strictly a storage issue. 
    376 
    377 Also note that one does not need access to nvram hardware to work on
    378 this issue; given the performance profiles touted for nvram
    379 technologies, a plain RAM disk like md(4) is sufficient both
    380 structurally and for performance analysis.
    381 
    382  - As of November 2015 nobody is known to be working on this. Some
    383    time back, uebayasi wrote some preliminary patches, but they were
    384    rejected by the UVM maintainers.
    385  - There is no clear timeframe or release target.
    386  - Contact dholland for further information.
    387 
    388 
    389 17. coda maintenance
    390 --------------------
    391 
    392 Coda only sort of works. [And I think it's behind relative to
    393 upstream, or something of the sort; XXX fill this in.] Also the code
    394 appears to have an ugly incestuous relationship with FFS. This should
    395 really be cleaned up. That or maybe it's time to remove Coda.
    396 
    397  - As of November 2015 nobody is known to be working on this.
    398  - There is no clear timeframe or release target.
    399  - There isn't anyone in particular to contact.
    400 
    401 
    402 Alistair Crooks, David Holland
    403 Fri Nov 20 02:17:53 EST 2015
    404 Sun May  1 16:50:42 EDT 2016 (some updates)
    405 
    406