Writing Stackable Filesystems

by Erez Zadok

Writing filesystems, or any kernel code, is hard. The kernel is a complex environment to master, and small mistakes can cause severe data corruption. Filesystems, however, offer a clean data access mechanism that is transparent to user applications, which is why developers always desire to add new features to filesystems. In this article, we provide a quick introduction so you can add new functionality to existing filesystems without having to become a kernel or filesystems expert.

So You Want to Be a Filesystem Developer?

Although Linux supports many filesystems, they are pretty similar: disk-based filesystems, network-based filesystems, etc. Making a filesystem stable and efficient takes years of effort, and once it's stable and working, you don't want to break it by throwing in new features. Besides, maintainers of filesystems rarely accept feature-enhancement patches to their stable filesystems. So, it is no surprise that the most popular filesystems currently in use have not fundamentally changed in years.

Suppose you want to write a simple encryption filesystem that uses a single fixed cipher key to encrypt file data. Getting portable C code for various ciphers is easy. Next, you have to tie the calls to encrypt and decrypt data buffers into the filesystem. Conceptually the problem is simple: encrypt any data that comes from the write system call before it is written to disk, and decrypt any data that comes from the disk before it is passed back to the user process that called the read system call.

Your first inclination might be to copy the 5,000+ lines of source code for ext2, study it and then add your cipher calls to it. You should resist the urge to copy a whole other filesystem as a starting point. Although it's only 5,000+ lines of code, kernel code is at least an order of magnitude more complex to develop than user-level code. If you actually end up putting the calls to your cipher in the right place in this new filesystem, you'll find you spent most of your time studying it, only to add a small number of lines in some places. Even so, now you've got yourself a single encrypting ext2 filesystem. What if you want an encrypting NFS filesystem or any one of the plethora of other Linux filesystems?

Incremental Filesystem Development

Linux, like most OSes, separates its filesystem code into two components: native filesystems (ext2, NFS, etc.) and a general-purpose layer called the virtual filesystem (VFS). The VFS is a layer that sits between system call entry points and native filesystems. The VFS provides a uniform access mechanism to filesystems without needing to know the details of those filesystems. When filesystems are initialized in the kernel, they install a set of function pointers (methods in OO-speak) for the VFS to use. The VFS, in turn, calls these pointer functions generically, without knowing which specific filesystem the pointers represent. For example, an unlink system call gets translated into a service routine sys_unlink, which invokes the vfs_unlink VFS function, which invokes a filesystem-specific method by using its installed function pointer: ext2_unlink for ext2, nfs_unlink for NFS or the appropriate function for other filesystems. Throughout this article, we refer to the specific filesystem method using ->, as in ->unlink().

To solve this problem of how to develop our encryption filesystem quickly, we employ the following adage: “Any problem in computer science can be solved by adding another level of indirection.” Luckily, the Linux VFS allows another filesystem to be inserted right between the VFS and another filesystem. Figure 1 shows such a stackable encryption filesystem called Cryptfs. Cryptfs is called stackable because it stacks on top of another filesystem (ext2). Here, the VFS calls Cryptfs' ->write() method (cryptfs_write); Cryptfs encrypts the user data it receives and passes it down by calling the ->write() method below (ext2_write).

Figure 1. An Example Stackable Encryption Filesystem

In general, stackable filesystems can stand alone and be mounted on top of any other existing filesystem mountpoint; this means you only have to develop your (stackable) filesystem once, and it will work with any other native (low-level) filesystem such as ext2, NFS, etc. Moreover, as of Linux 2.4.20, stackable filesystems even can be exported safely (via nfs-utils-1.0 or newer) to remote NFS clients.

How a Stackable Filesystem Works

The basic function of a stackable filesystem is to pass an operation and its arguments to the lower-level filesystem. The following distilled code snippet shows how a stackable null-mode pass-through filesystem called Wrapfs handles the ->unlink() operation:

int wrapfs_unlink(struct inode *dir,
                  struct dentry *dentry)
{
  int err = 0;
  struct inode *lower_dir;
  struct dentry *lower_dentry;
  lower_dir = get_lower_inode(dir);
  lower_dentry = get_lower_dentry(dentry);
  /* pre-call code can go here */
  err = lower_dir->i_op->unlink(lower_dir,
                                lower_dentry);
  /* post-call code can go here */
  return err;
}

When the VFS needs to unlink a file in a Wrapfs filesystem, it calls wrapfs_unlink, passing it the inode of the directory in which the file to remove resides (dir) and the name of the entry to remove (encapsulated in dentry).

Every filesystem keeps a set of objects that belong to it, including inodes, directory entries and open files. When using stacking, multiple objects represent the same file—only at different layers. For example, our Cryptfs in Figure 1 may have to keep a directory entry (dentry) object with the clear-text version of the filename, while ext2 will keep another dentry with the ciphertext (encrypted) version of the same name. To be truly transparent to the VFS and other filesystems, stackable filesystems keep multiple objects at each level.

This is why the first few actions that wrapfs_unlink takes are to locate, from the arguments it gets, the inode and dentry that correspond to the same objects, only at the filesystem mounted below. These get_lower_* functions essentially follow pointers that previously were stored in the private fields of Wrapfs' objects when those objects were created. Once the lower objects are located, the main magic of stacking takes place. We call the lower-level filesystem's own ->unlink() method, through the lower-level directory inode, and pass it the two lower objects.

Wrapfs is a full-fledged stackable null-layer (or loopback) filesystem that simply passes all operations and objects (unmodified) between the VFS and the lower filesystem. Wrapfs itself, however, is not easy to write for one main reason; it has to treat the lower filesystem as if it were the VFS, while appearing to the real Linux VFS as a lower-level filesystem. This dual role requires careful handling of locks, reference counts, allocated memory and so on. Luckily, someone already wrote and maintains Wrapfs. Therefore, Wrapfs serves as an excellent template for you to modify and add new functionality.

Getting Started

Now that you understand how stacking works, what next? First, we have to explore the places where we can insert our code into Wrapfs. Referring back to the wrapfs_unlink code shown previously, there are three such places that correspond to before, instead of or after the call to the lower-level ->unlink() method.

1) Pre-call: you can insert code before the call to the lower ->unlink(). For example, you could check if the user is trying to delete an important file and prevent that from happening:

if (strcmp(dentry->d_name.name,
           "vmlinuz") == 0)
return -EACCES;

2) Call: you could replace the entire call itself. For example, instead of removing the file, you could rename it, as part of a simple undo filesystem (we've all had our share of unintended rm -f commands).

3) Post-call: here we could perform actions after the main operation returned from the lower filesystem. For example, suppose a malicious user tries to delete /etc/passwd, but the normal UNIX permission checks prevent it. An administrator might want to log such an action (using syslogd) as follows:

if (err == -EACCES &&
    strcmp(dentry->d_name.name,
           "passwd") == 0)
  printk("uid %d tried to delete passwd",
         current->fsuid);

where current is a global variable that always points to the currently executing task (process), and ->fsuid is the effective UID of that process, for use by filesystems.

These examples and those that follow have been simplified somewhat to save space and to convey their essence. For example, the d_name.name component is not null terminated, so memcmp will have to be used with the proper length; or, to check that the file referred to by the dentry is indeed the real /etc/passwd, the code has to check that the filesystem is the root filesystem or compare against the absolute pathname, using d_path(). For the complete examples, tested under 2.4.20, see the FiST home page (www.cs.sunysb.edu/~ezk/research/fist).

Example: Who Watches the Snoopers

UNIX tries to protect files from access by unauthorized users. When a user tries to open a file to which they do not have access, UNIX promptly returns a permission-denied error. Some users like to snoop around the files of others, sometimes looking for files mistakenly left unprotected or trying to guess names of files that might exist in a searchable-only directory. Unfortunately, even when those snooping users are unsuccessful, the victims of such snooping often are unaware it took place.

One of the most common filesystem operations is ->lookup(), which occurs whenever a system call uses a file's name. The kernel must translate that (string) name to an actual VFS object, such as an inode, dentry or file. To detect snooping users, we place the following code in snoopfs_lookup or snoopfs_permission, right after it calls ->lookup() on the lower filesystem:

if ((err == -EACCES ||
     err == -ENOENT) &&
    dir->i_uid != current->fsuid &&
    current->fsuid != 0)
  printk("snoop uid=%d pid=%d file=%s",
         current->fsuid, current->pid,
         dentry->d_name.name);

Here, we check the return code (err) from the call to the lower ->lookup(). If the status is EACCES (permission denied) or ENOENT (no such file or directory) and if the directory's owner (dir->i_uid) is different from that of the user running the current task (current->fsuid) and the current user is not the superuser (because root users can do anything), then it prints a descriptive message identifying the snooping user. This message typically is logged by syslogd.

Example: Encryption Fit for a Caesar

Wrapper technologies are particularly suitable for security-related applications where wrapping, or monitoring, is often useful. Not surprisingly, the most popular applications developed from FiST are cryptographic filesystems. In this example, we demonstrate a simple encryption filesystem that uses the rot13 cipher.

In this filesystem, we want to encrypt all file data using a function (presumably already written) called rot13 that takes an input buffer, output buffer and their lengths. However, unlike the previous examples, there is no single method where you can place the rot13() function to encrypt the file's data. In fact, manipulating file data in any filesystem is rather complex because it involves multiple methods, as well as two forms of accessing file's data, the read and write system calls, which can work at any file offset, and mmap, which works on whole pages. To make life easier for stackable filesystem developers, Wrapfs consolidates all of these methods into two simple calls: one to encode file data and one to decode file data, both working on whole page-aligned data pages (for example, 4KB on IA-32 systems). Using the Wrapfs template, the only code you have to write to produce a rot13-based encryption filesystem looks like the following:

int
encode_block(void *in, void *out, int len)
{
  rot13(in, out, len);
  return len;
}
int
decode_block(void *in, void *out, int len)
{
  rot13(in, out, len);
  return len;
}

Wrapfs already contains all the complex code that handles mixed reads, writes and memory-mapped operations. Wrapfs makes calls to encode_block to encrypt a data page and to decode_block to decrypt a data page (they are identical in this example).

Of course, rot13 is hardly a practical cipher, but given this simple example, you can build much stronger cryptographic filesystems. Following this, we recently have built a powerful cryptographic filesystem called NCryptfs (a successor to Cryptfs). NCryptfs supports multiple ciphers; multiple keys per user, process or group; multiple authentication schemes; key timeouts and revocation; delegated privileges; and more—all with a negligible performance overhead.

Wrapfs also supports manipulating filenames using two additional routines to encode and decode filenames. One thing to watch out for when encrypting filenames is that filenames must remain valid after encryption. In other words, they cannot contain nulls or “/” characters. A common solution is to uuencode the file's name after encryption.

Example: Extending New Functionality to User Applications

In the wrapfs_unlink example, we suggested that instead of deleting a file, you could rename it, thus saving a single backup of deleted files. Suppose we call this filesystem unrmfs, in which deleted files are instead renamed from their original name F to F.unrm. It might be annoying if all of these .unrm files started appearing in your directory, especially if you're expecting nothing there. Moreover, this kind of functionality also could be used to fool attackers who try to delete log files that may be used to track their actions. To achieve this, however, the .unrm files must not be visible or accessible to users by default.

To hide certain files in a filesystem, you have to do two things. First, prevent the file from showing up in ->readdir(). This is done by writing code in wrapfs_filldir that checks each filename passed to ->filldir() and returning NULL for those files you do not want listed. Second, prevent users from directly looking up the file by its name; this is done by checking for .unrm files in the beginning of wrapfs_lookup.

Of course, hiding those files from all users isn't very useful. Legitimate users must be able to access those files under certain conditions. A simple approach might be to check the UID of the calling process and to hide the .unrm files only from certain users. A better approach would be to use the mother of all system calls, ioctl. In Wrapfs, you can define as many new ioctls as you like, and then write small user-level programs to use those ioctls. This is, for example, the mechanism we use in encryption filesystems for a user-level tool to pass a user's cipher key to the kernel.

For our unrmfs, you could write a restore ioctl that takes a file's name, F, checks whether the file F.unrm exists and then renames F.unrm back to F, effectively unhiding it from unrmfs. The following example shows a sketch of this code:

/* len: length of source file */
newname = kmalloc(len+6, GFP_KERNEL);
strncpy_from_user(newname, ioctl_arg, len);
strcat(newname, ".unrm");
lower_dir = get_lower_inode(dir);
src = lookup_one_len(lower_dir, newname);
if (IS_ERR(src))
  return PTR_ERR(src);
dst = lookup_one_len(lower_dir, name);
vfs_rename(lower_dir, src, lower_dir, dst);
Conclusion

Filesystem development need not be difficult. Using stackable filesystems, you can create new, useful and efficient filesystems quickly—all without changing kernels or existing filesystems. The examples in this article hopefully demonstrate the power of stacking, from which you gradually can build more complex filesystems. You can get the FiST software, documentation and many more examples from www.cs.sunysb.edu/~ezk/research/fist. Happy stacking.

email: ezk@cs.sunysb.edu

Erez Zadok (ezk@cs.stonybrook.edu) is on the Computer Science faculty at Stony Brook University, the author of Linux NFS and Automounter Administration (Sybex, 2001), the creator and maintainer of the FiST stackable templates system and the primary maintainer of the Am-utils (aka, Amd) automounter. Erez conducts operating systems research with a focus on filesystems, security and networking.

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