Re: [RFC] initoverlayfs - a scalable initial filesystem

[Demi Marie Obenour <demi@xxxxxxxxxxxxxxxxxxxxxx>]

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On Mon, Dec 11, 2023 at 08:15:27PM +0000, Luca Boccassi wrote:
> On Mon, 11 Dec 2023 at 17:30, Demi Marie Obenour
> <demi@xxxxxxxxxxxxxxxxxxxxxx> wrote:
> >
> > On Mon, Dec 11, 2023 at 10:57:58AM +0100, Lennart Poettering wrote:
> > > On Fr, 08.12.23 17:59, Eric Curtin (ecurtin@xxxxxxxxxx) wrote:
> > >
> > > > Here is the boot sequence with initoverlayfs integrated, the
> > > > mini-initramfs contains just enough to get storage drivers loaded and
> > > > storage devices initialized. storage-init is a process that is not
> > > > designed to replace init, it does just enough to initialize storage
> > > > (performs a targeted udev trigger on storage), switches to
> > > > initoverlayfs as root and then executes init.
> > > >
> > > > ```
> > > > fw -> bootloader -> kernel -> mini-initramfs -> initoverlayfs -> rootfs
> > > >
> > > > fw -> bootloader -> kernel -> storage-init   -> init ----------------->
> > > > ```
> > >
> > > I am not sure I follow what these chains are supposed to mean? Why are
> > > there two lines?
> > >
> > > So, I generally would agree that the current initrd scheme is not
> > > ideal, and we have been discussing better approaches. But I am not
> > > sure your approach really is useful on generic systems for two
> > > reasons:
> > >
> > > 1. no security model? you need to authenticate your initrd in
> > >    2023. There's no execuse to not doing that anymore these days. Not
> > >    in automotive, and not anywhere else really.
> > >
> > > 2. no way to deal with complex storage? i.e. people use FDE, want to
> > >    unlock their root disks with TPM2 and similar things. People use
> > >    RAID, LVM, and all that mess.
> > >
> > > Actually the above are kinda the same problem in a way: you need
> > > complex storage, but if you need that you kinda need udev, and
> > > services, and then also systemd and all that other stuff, and that's
> > > why the system works like the system works right now.
> > >
> > > Whenever you devise a system like yours by cutting corners, and
> > > declaring that you don't want TPM, you don't want signed initrds, you
> > > don't want to support weird storage, you just solve your problem in a
> > > very specific way, ignoring the big picture. Which is OK, *if* you can
> > > actually really work without all that and are willing to maintain the
> > > solution for your specific problem only.
> > >
> > > As I understand you are trying to solve multiple problems at once
> > > here, and I think one should start with figuring out clearly what
> > > those are before trying to address them, maybe without compromising on
> > > security. So my guess is you want to address the following:
> > >
> > > 1. You don't want the whole big initrd to be read off disk on every
> > >    boot, but only the parts of it that are actually needed.
> > >
> > > 2. You don't want the whole big initrd to be fully decompressed on every
> > >    boot, but only the parts of it that are actually needed.
> > >
> > > 3. You want to share data between root fs and initrd
> > >
> > > 4. You want to save some boot time by not bringing up an init system
> > >    in the initrd once, then tearing it down again, and starting it
> > >    again from the root fs.
> > >
> > > For the items listed above I think you can find different solutions
> > > which do not necessarily compromise security as much.
> > >
> > > So, in the list above you could address the latter three like this:
> > >
> > > 2. Use an erofs rather than a packed cpio as initrd. Make the boot
> > >    loader load the erofs into contigous memory, then use memmap=X!Y on
> > >    the kernel cmdline to synthesize a block device from that, which
> > >    you then mount directly (without any initrd) via
> > >    root=/dev/pmem0. This means yout boot loader will still load the
> > >    whole image into memory, but only decompress the bits actually
> > >    neeed. (It also has some other nice benefits I like, such as an
> > >    immutable rootfs, which tmpfs-based initrds don't have.)
> > >
> > > 3. Simply never transition to the root fs, don't marke the initrds in
> > >    systemd's eyes as an initrd (specifically: don't add an
> > >    /etc/initrd-release file to it). Instead, just merge resources of
> > >    the root fs into your initrd fs via overlayfs. systemd has
> > >    infrastructure for this: "systemd-sysext". It takes immutable,
> > >    authenticated erofs images (with verity, we call them "DDIs",
> > >    i.e. "discoverable disk images") that it overlays into /usr/. [You
> > >    could also very nicely combine this approach with systemd's
> > >    portable services, and npsawn containers, which operate on the same
> > >    authenticated images]. At MSFT we have a major product that works
> > >    exactly like this: the OS runs off a rootfs that is loaded as an
> > >    initrd, and everything that runs on top of this are just these
> > >    verity disk images, using overlayfs and portable services.
> > >
> > > 4. The proposal in 3 also addresses goal 4.
> > >
> > > Which leaves item 1, which is a bit harder to address. We have been
> > > discussing this off an on internally too. A generic solution to this
> > > is hard. My current thinking for this could be something like this,
> > > covering the UEFI world: support sticking a DDI for the main initrd in
> > > the ESP. The ESP is per definition unencrypted and unauthenticated,
> > > but otherwise relatively well defined, i.e. known to be vfat and
> > > discoverable via UUID on a GPT disk. So: build a minimal
> > > single-process initrd into the kernel (i.e. UKI) that has exactly the
> > > storage to find a DDI on the ESP, and set it up. i.e. vfat+erofs fs
> > > drivers, and dm-verity. Then have a PID 1 that does exactly enough to
> > > jump into the rootfs stored in the ESP. That latter then has proper
> > > file system drivers, storage drivers, crypto stack, and can unlock the
> > > real root. This would still be a pretty specific solution to one set
> > > of devices though, as it could not cover network boots (i.e. where
> > > there is just no ESP to boot from), but I think this could be kept
> > > relatively close, as the logic in that case could just fall back into
> > > loading the DDI that normally would still in the ESP fully into
> > > memory.
> >
> > I don't think this is "a pretty specific solution to one set of devices"
> > _at all_.  To the contrary, it is _exactly_ what I want to see desktop
> > systems moving to in the future.
> >
> > It solves the problem of large firmware images.  It solves the problem
> > of device-specific configuration, because one can use a file on the EFI
> > system partition that is read by userspace and either treated as
> > untrusted or TPM-signed.
> 
> All those problems are already solved, without inventing a new shell
> scripting solution - we have DDIs and credentials. This is the exact
> opposite of the direction we are pursuing: we want to _kill_ all these
> initrd-specific infrastructure, tools, build systems, dependency
> management and so on, because they are difficult to maintain, they
> create a completely different environment that what is "normally" ran,
> and they end up reinventing everything the 'normal' image does. We
> want to build initrds from packages - as in normal distribution
> packages, not special sauce initrd-only packages, so that the same
> code and the same configuration is used everywhere, in different
> runtime modes. Because that's what distributions are good to do:
> creating package-based ecosystems, with good tooling, infrastructure
> and so on.
> 
> The end goal is to build images without initramfs-tools/dracut and
> just using packages, not to stick yet another glue script in front of
> them, that needs yet more special initrd-only arcane magic to put
> together, in order to save a handful of KBs.

The initramfs being a RAM filesystem is exactly why keeping it small is
so critical.  Lennart's suggestion solves this problem by eagerly
loading an image from disk, which is much less size-constrained.  One
would use distribution packages to build this on-disk image.

> And for ancient, legacy platforms that do not support modern APIs, the
> old ways will still be there, and can be used. Nobody is going to take
> away grub and dracut from the internet, if you got some special corner
> case where you want to use it it will still be there, but the fact
> that such corner cases exist cannot stop the rest of the ecosystem
> that is targeted to modern hardware from evolving into something
> better, more maintainable and more straightforward.

The problem is not that UEFI is not usable in automotive systems.  The
problem is that U-Boot (or any other UEFI implementation) is an extra
stage in the boot process, slows things down, and has more attack
surface.
- -- 
Sincerely,
Demi Marie Obenour (she/her/hers)
Invisible Things Lab
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