File:  [NetBSD Developer Wiki] / wikisrc / ports / xen / howto.mdwn
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    1: Introduction
    2: ============
    3: 
    4: [![[Xen
    5: screenshot]](http://www.netbsd.org/gallery/in-Action/hubertf-xens.png)](http://www.netbsd.org/gallery/in-Action/hubertf-xen.png)
    6: 
    7: Xen is a virtual machine monitor or hypervisor for x86 hardware
    8: (i686-class or higher), which supports running multiple guest
    9: operating systems on a single physical machine.  With Xen, one uses
   10: the Xen kernel to control the CPU, memory and console, a dom0
   11: operating system which mediates access to other hardware (e.g., disks,
   12: network, USB), and one or more domU operating systems which operate in
   13: an unprivileged virtualized environment.  IO requests from the domU
   14: systems are forwarded by the hypervisor (Xen) to the dom0 to be
   15: fulfilled.
   16: 
   17: Xen supports two styles of guests.  The original is Para-Virtualized
   18: (PV) which means that the guest OS does not attempt to access hardware
   19: directly, but instead makes hypercalls to the hypervisor.  This is
   20: analogous to a user-space program making system calls.  (The dom0
   21: operating system uses PV calls for some functions, such as updating
   22: memory mapping page tables, but has direct hardware access for disk
   23: and network.)   PV guests must be specifically coded for Xen.
   24: 
   25: The more recent style is HVM, which means that the guest does not have
   26: code for Xen and need not be aware that it is running under Xen.
   27: Attempts to access hardware registers are trapped and emulated.  This
   28: style is less efficient but can run unmodified guests.
   29: 
   30: Generally any amd64 machine will work with Xen and PV guests.  In
   31: theory i386 computers without amd64 support can be used for Xen <=
   32: 4.2, but we have no recent reports of this working (this is a hint).
   33: For HVM guests, the VT or VMX cpu feature (Intel) or SVM/HVM/VT
   34: (amd64) is needed; "cpuctl identify 0" will show this.  TODO: Clean up
   35: and check the above features.
   36: 
   37: At boot, the dom0 kernel is loaded as a module with Xen as the kernel.
   38: The dom0 can start one or more domUs.  (Booting is explained in detail
   39: in the dom0 section.)
   40: 
   41: NetBSD supports Xen in that it can serve as dom0, be used as a domU,
   42: and that Xen kernels and tools are available in pkgsrc.  This HOWTO
   43: attempts to address both the case of running a NetBSD dom0 on hardware
   44: and running domUs under it (NetBSD and other), and also running NetBSD
   45: as a domU in a VPS.
   46: 
   47: Some versions of Xen support "PCI passthrough", which means that
   48: specific PCI devices can be made available to a specific domU instead
   49: of the dom0.  This can be useful to let a domU run X11, or access some
   50: network interface or other peripheral.
   51: 
   52: NetBSD used to support Xen2; this has been removed.
   53: 
   54: Prerequisites
   55: -------------
   56: 
   57: Installing NetBSD/Xen is not extremely difficult, but it is more
   58: complex than a normal installation of NetBSD.
   59: In general, this HOWTO is occasionally overly restrictive about how
   60: things must be done, guiding the reader to stay on the established
   61: path when there are no known good reasons to stray.
   62: 
   63: This HOWTO presumes a basic familiarity with the Xen system
   64: architecture.  This HOWTO presumes familiarity with installing NetBSD
   65: on i386/amd64 hardware and installing software from pkgsrc.
   66: See also the [Xen website](http://www.xenproject.org/).
   67: 
   68: Versions of Xen and NetBSD
   69: ==========================
   70: 
   71: Most of the installation concepts and instructions are independent
   72: of Xen version and NetBSD version.  This section gives advice on
   73: which version to choose.  Versions not in pkgsrc and older unsupported
   74: versions of NetBSD are intentionally ignored.
   75: 
   76: Xen
   77: ---
   78: 
   79: In NetBSD, xen is provided in pkgsrc, via matching pairs of packages
   80: xenkernel and xentools.  We will refer only to the kernel versions,
   81: but note that both packages must be installed together and must have
   82: matching versions.
   83: 
   84: xenkernel3 and xenkernel33 provide Xen 3.1 and 3.3.  These no longer
   85: receive security patches and should not be used.  Xen 3.1 supports PCI
   86: passthrough.  Xen 3.1 supports non-PAE on i386.
   87: 
   88: xenkernel41 provides Xen 4.1.  This is no longer maintained by Xen,
   89: but as of 2014-12 receives backported security patches.  It is a
   90: reasonable although trailing-edge choice.
   91: 
   92: xenkernel42 provides Xen 4.2.  This is maintained by Xen, but old as
   93: of 2014-12.
   94: 
   95: Ideally newer versions of Xen will be added to pkgsrc.
   96: 
   97: Note that NetBSD support is called XEN3.  It works with 3.1 through
   98: 4.2 because the hypercall interface has been stable.
   99: 
  100: Xen command program
  101: -------------------
  102: 
  103: Early Xen used a program called "xm" to manipulate the system from the
  104: dom0.  Starting in 4.1, a replacement program with similar behavior
  105: called "xl" is provided.  In 4.2 and later, "xl" is preferred.  4.4 is
  106: the last version that has "xm".
  107: 
  108: NetBSD
  109: ------
  110: 
  111: The netbsd-5, netbsd-6, netbsd-7, and -current branches are all
  112: reasonable choices, with more or less the same considerations for
  113: non-Xen use.  Therefore, netbsd-6 is recommended as the stable version
  114: of the most recent release for production use.  For those wanting to
  115: learn Xen or without production stability concerns, netbsd-7 is likely
  116: most appropriate.
  117: 
  118: As of NetBSD 6, a NetBSD domU will support multiple vcpus.  There is
  119: no SMP support for NetBSD as dom0.  (The dom0 itself doesn't really
  120: need SMP; the lack of support is really a problem when using a dom0 as
  121: a normal computer.)
  122: 
  123: Architecture
  124: ------------
  125: 
  126: Xen itself can run on i386 or amd64 machines.  (Practically, almost
  127: any computer where one would want to run Xen supports amd64.)  If
  128: using an i386 NetBSD kernel for the dom0, PAE is required (PAE
  129: versions are built by default).  While i386 dom0 works fine, amd64 is
  130: recommended as more normal.
  131: 
  132: Xen 4.2 is the last version to support i386 as a host.  TODO: Clarify
  133: if this is about the CPU having to be amd64, or about the dom0 kernel
  134: having to be amd64.
  135: 
  136: One can then run i386 domUs and amd64 domUs, in any combination.  If
  137: running an i386 NetBSD kernel as a domU, the PAE version is required.
  138: (Note that emacs (at least) fails if run on i386 with PAE when built
  139: without, and vice versa, presumably due to bugs in the undump code.)
  140: 
  141: Recommendation
  142: --------------
  143: 
  144: Therefore, this HOWTO recommends running xenkernel42 (and xentools42),
  145: xl, the NetBSD 6 stable branch, and to use an amd64 kernel as the
  146: dom0.  Either the i386 or amd64 of NetBSD may be used as domUs.
  147: 
  148: Build problems
  149: --------------
  150: 
  151: Ideally, all versions of Xen in pkgsrc would build on all versions of
  152: NetBSD on both i386 and amd64.  However, that isn't the case.  Besides
  153: aging code and aging compilers, qemu (included in xentools for HVM
  154: support) is difficult to build.  The following are known to fail:
  155: 
  156:         xenkernel3 netbsd-6 i386
  157:         xentools42 netbsd-6 i386 
  158: 
  159: The following are known to work:
  160: 
  161:         xenkernel41 netbsd-5 amd64
  162:         xentools41 netbsd-5 amd64
  163:         xenkernel41 netbsd-6 i386
  164:         xentools41 netbsd-6 i386
  165: 
  166: NetBSD as a dom0
  167: ================
  168: 
  169: NetBSD can be used as a dom0 and works very well.  The following
  170: sections address installation, updating NetBSD, and updating Xen.
  171: Note that it doesn't make sense to talk about installing a dom0 OS
  172: without also installing Xen itself.  We first address installing
  173: NetBSD, which is not yet a dom0, and then adding Xen, pivoting the
  174: NetBSD install to a dom0 install by just changing the kernel and boot
  175: configuration.
  176: 
  177: For experimenting with Xen, a machine with as little as 1G of RAM and
  178: 100G of disk can work.  For running many domUs in productions, far
  179: more will be needed.
  180: 
  181: Styles of dom0 operation
  182: ------------------------
  183: 
  184: There are two basic ways to use Xen.  The traditional method is for
  185: the dom0 to do absolutely nothing other than providing support to some
  186: number of domUs.  Such a system was probably installed for the sole
  187: purpose of hosting domUs, and sits in a server room on a UPS.
  188: 
  189: The other way is to put Xen under a normal-usage computer, so that the
  190: dom0 is what the computer would have been without Xen, perhaps a
  191: desktop or laptop.  Then, one can run domUs at will.  Purists will
  192: deride this as less secure than the previous approach, and for a
  193: computer whose purpose is to run domUs, they are right.  But Xen and a
  194: dom0 (without domUs) is not meaingfully less secure than the same
  195: things running without Xen.  One can boot Xen or boot regular NetBSD
  196: alternately with little problems, simply refraining from starting the
  197: Xen daemons when not running Xen.
  198: 
  199: Note that NetBSD as dom0 does not support multiple CPUs.  This will
  200: limit the performance of the Xen/dom0 workstation approach.  In theory
  201: the only issue is that the "backend drivers" are not yet MPSAFE:
  202:   http://mail-index.netbsd.org/netbsd-users/2014/08/29/msg015195.html
  203: 
  204: Installation of NetBSD
  205: ----------------------
  206: 
  207: First,
  208: [install NetBSD/amd64](/guide/inst/)
  209: just as you would if you were not using Xen.
  210: However, the partitioning approach is very important.
  211: 
  212: If you want to use RAIDframe for the dom0, there are no special issues
  213: for Xen.  Typically one provides RAID storage for the dom0, and the
  214: domU systems are unaware of RAID.  The 2nd-stage loader bootxx_* skips
  215: over a RAID1 header to find /boot from a filesystem within a RAID
  216: partition; this is no different when booting Xen.
  217: 
  218: There are 4 styles of providing backing storage for the virtual disks
  219: used by domUs: raw partitions, LVM, file-backed vnd(4), and SAN,
  220: 
  221: With raw partitions, one has a disklabel (or gpt) partition sized for
  222: each virtual disk to be used by the domU.  (If you are able to predict
  223: how domU usage will evolve, please add an explanation to the HOWTO.
  224: Seriously, needs tend to change over time.)
  225: 
  226: One can use [lvm(8)](/guide/lvm/) to create logical devices to use
  227: for domU disks.  This is almost as efficient as raw disk partitions
  228: and more flexible.  Hence raw disk partitions should typically not
  229: be used.
  230: 
  231: One can use files in the dom0 filesystem, typically created by dd'ing
  232: /dev/zero to create a specific size.  This is somewhat less efficient,
  233: but very convenient, as one can cp the files for backup, or move them
  234: between dom0 hosts.
  235: 
  236: Finally, in theory one can place the files backing the domU disks in a
  237: SAN.  (This is an invitation for someone who has done this to add a
  238: HOWTO page.)
  239: 
  240: Installation of Xen
  241: -------------------
  242: 
  243: In the dom0, install sysutils/xenkernel42 and sysutils/xentools42 from
  244: pkgsrc (or another matching pair).
  245: See [the pkgsrc
  246: documentation](http://www.NetBSD.org/docs/pkgsrc/) for help with pkgsrc.
  247: 
  248: For Xen 3.1, support for HVM guests is in sysutils/xentool3-hvm.  More
  249: recent versions have HVM support integrated in the main xentools
  250: package.  It is entirely reasonable to run only PV guests.
  251: 
  252: Next you need to install the selected Xen kernel itself, which is
  253: installed by pkgsrc as "/usr/pkg/xen*-kernel/xen.gz".  Copy it to /.
  254: For debugging, one may copy xen-debug.gz; this is conceptually similar
  255: to DIAGNOSTIC and DEBUG in NetBSD.  xen-debug.gz is basically only
  256: useful with a serial console.  Then, place a NetBSD XEN3_DOM0 kernel
  257: in /, copied from releasedir/amd64/binary/kernel/netbsd-XEN3_DOM0.gz
  258: of a NetBSD build.  Both xen and NetBSD may be left compressed.  (If
  259: using i386, use releasedir/i386/binary/kernel/netbsd-XEN3PAE_DOM0.gz.)
  260: 
  261: With Xen as the kernel, you must provide a dom0 NetBSD kernel to be
  262: used as a module; place this in /.  Suitable kernels are provided in
  263: releasedir/binary/kernel:
  264: 
  265:         i386 XEN3_DOM0
  266:         i386 XEN3PAE_DOM0
  267: 	amd64 XEN3_DOM0
  268: 
  269: The first one is only for use with Xen 3.1 and i386-mode Xen (and you
  270: should not do this).  Current Xen always uses PAE on i386, but you
  271: should generally use amd64 for the dom0.  In a dom0 kernel, kernfs is
  272: mandatory for xend to comunicate with the kernel, so ensure that /kern
  273: is in fstab.  TODO: Say this is default, or file a PR and give a
  274: reference.
  275: 
  276: Because you already installed NetBSD, you have a working boot setup
  277: with an MBR bootblock, either bootxx_ffsv1 or bootxx_ffsv2 at the
  278: beginning of your root filesystem, /boot present, and likely
  279: /boot.cfg.  (If not, fix before continuing!)
  280: 
  281: See boot.cfg(5) for an example.  The basic line is
  282: 
  283:         menu=Xen:load /netbsd-XEN3_DOM0.gz console=pc;multiboot /xen.gz dom0_mem=256M
  284: 
  285: which specifies that the dom0 should have 256M, leaving the rest to be
  286: allocated for domUs.  In an attempt to add performance, one can also
  287: add
  288: 
  289:         dom0_max_vcpus=1 dom0_vcpus_pin
  290: 
  291: to force only one vcpu to be provided (since NetBSD dom0 can't use
  292: more) and to pin that vcpu to a physical cpu.  TODO: benchmark this.
  293: 
  294: As with non-Xen systems, you should have a line to boot /netbsd (a
  295: kernel that works without Xen) and fallback versions of the non-Xen
  296: kernel, Xen, and the dom0 kernel.
  297: 
  298: Using grub (historic)
  299: ---------------------
  300: 
  301: Before NetBSD's native bootloader could support Xen, the use of
  302: grub was recommended.  If necessary, see the
  303: [old grub information](/ports/xen/howto-grub/).
  304: 
  305: The [HowTo on Installing into
  306: RAID-1](http://mail-index.NetBSD.org/port-xen/2006/03/01/0010.html)
  307: explains how to set up booting a dom0 with Xen using grub with
  308: NetBSD's RAIDframe.  (This is obsolete with the use of NetBSD's native
  309: boot.)
  310: 
  311: Configuring Xen
  312: ---------------
  313: 
  314: Xen logs will be in /var/log/xen.
  315: 
  316: Now, you have a system that will boot Xen and the dom0 kernel, and
  317: just run the dom0 kernel.  There will be no domUs, and none can be
  318: started because you still have to configure the dom0 tools.  The
  319: daemons which should be run vary with Xen version and with whether one
  320: is using xm or xl.  Note that xend is for supporting "xm", and should
  321: only be used if you plan on using "xm".  Do NOT enable xend if you
  322: plan on using "xl" as it will cause problems.
  323: 
  324: The installation of NetBSD should already have created devices for xen
  325: (xencons, xenevt), but if they are not present, create them:
  326: 
  327:         cd /dev && sh MAKEDEV xen
  328: 
  329: TODO: Give 3.1 advice (or remove it from pkgsrc).
  330: 
  331: For 3.3 (and thus xm), add to rc.conf (but note that you should have
  332: installed 4.1 or 4.2):
  333: 
  334:         xend=YES
  335:         xenbackendd=YES
  336: 
  337: For 4.1 (and thus xm; xl is believed not to work well), add to rc.conf:
  338: 
  339:         xencommons=YES
  340:         xend=YES
  341: 
  342: (If you are using xentools41 from before 2014-12-26, change
  343: rc.d/xendomains to use xm rather than xl.)
  344: 
  345: For 4.2 with xm, add to rc.conf
  346: 
  347:         xencommons=YES
  348:         xend=YES
  349: 
  350: For 4.2 with xl (preferred), add to rc.conf:
  351: 
  352:         xencommons=YES
  353:         TODO: explain if there is a xend replacement
  354: 
  355: TODO: Recommend for/against xen-watchdog.
  356: 
  357: After you have configured the daemons and either started them (in the
  358: order given) or rebooted, run the following (or use xl) to inspect
  359: Xen's boot messages, available resources, and running domains:
  360: 
  361:         # xm dmesg
  362: 	[xen's boot info]
  363:         # xm info
  364: 	[available memory, etc.]
  365:         # xm list
  366:         Name              Id  Mem(MB)  CPU  State  Time(s)  Console
  367:         Domain-0           0       64    0  r----     58.1
  368: 
  369: anita (for testing NetBSD)
  370: --------------------------
  371: 
  372: With the setup so far, one should be able to run anita (see
  373: pkgsrc/sysutils/py-anita) to test NetBSD releases, by doing (as root,
  374: because anita must create a domU):
  375: 
  376:         anita --vmm=xm test file:///usr/obj/i386/
  377: 
  378: Alternatively, one can use --vmm=xl to use xl-based domU creation instead.
  379: TODO: check this.
  380: 
  381: Xen-specific NetBSD issues
  382: --------------------------
  383: 
  384: There are (at least) two additional things different about NetBSD as a
  385: dom0 kernel compared to hardware.
  386: 
  387: One is that modules are not usable in DOM0 kernels, so one must
  388: compile in what's needed.  It's not really that modules cannot work,
  389: but that modules must be built for XEN3_DOM0 because some of the
  390: defines change and the normal module builds don't do this.  Basically,
  391: enabling Xen changes the kernel ABI, and the module build system
  392: doesn't cope with this.
  393: 
  394: The other difference is that XEN3_DOM0 does not have exactly the same
  395: options as GENERIC.  While it is debatable whether or not this is a
  396: bug, users should be aware of this and can simply add missing config
  397: items if desired.
  398: 
  399: Updating NetBSD in a dom0
  400: -------------------------
  401: 
  402: This is just like updating NetBSD on bare hardware, assuming the new
  403: version supports the version of Xen you are running.  Generally, one
  404: replaces the kernel and reboots, and then overlays userland binaries
  405: and adjusts /etc.
  406: 
  407: Note that one must update both the non-Xen kernel typically used for
  408: rescue purposes and the DOM0 kernel used with Xen.
  409: 
  410: Converting from grub to /boot
  411: -----------------------------
  412: 
  413: These instructions were [TODO: will be] used to convert a system from
  414: grub to /boot.  The system was originally installed in February of
  415: 2006 with a RAID1 setup and grub to boot Xen 2, and has been updated
  416: over time.  Before these commands, it was running NetBSD 6 i386, Xen
  417: 4.1 and grub, much like the message linked earlier in the grub
  418: section.
  419: 
  420:         # Install mbr bootblocks on both disks. 
  421:         fdisk -i /dev/rwd0d
  422:         fdisk -i /dev/rwd1d
  423:         # Install NetBSD primary boot loader (/ is FFSv1) into RAID1 components.
  424:         installboot -v /dev/rwd0d /usr/mdec/bootxx_ffsv1
  425:         installboot -v /dev/rwd1d /usr/mdec/bootxx_ffsv1
  426:         # Install secondary boot loader
  427:         cp -p /usr/mdec/boot /
  428:         # Create boog.cfg following earlier guidance:
  429:         menu=Xen:load /netbsd-XEN3PAE_DOM0.gz console=pc;multiboot /xen.gz dom0_mem=256M
  430:         menu=Xen.ok:load /netbsd-XEN3PAE_DOM0.ok.gz console=pc;multiboot /xen.ok.gz dom0_mem=256M
  431:         menu=GENERIC:boot
  432:         menu=GENERIC single-user:boot -s
  433:         menu=GENERIC.ok:boot netbsd.ok
  434:         menu=GENERIC.ok single-user:boot netbsd.ok -s
  435:         menu=Drop to boot prompt:prompt
  436:         default=1
  437:         timeout=30
  438: 
  439: TODO: actually do this and fix it if necessary.
  440: 
  441: Updating Xen versions
  442: ---------------------
  443: 
  444: Updating Xen is conceptually not difficult, but can run into all the
  445: issues found when installing Xen.  Assuming migration from 4.1 to 4.2,
  446: remove the xenkernel41 and xentools41 packages and install the
  447: xenkernel42 and xentools42 packages.  Copy the 4.2 xen.gz to /.
  448: 
  449: Ensure that the contents of /etc/rc.d/xen* are correct.  Enable the
  450: correct set of daemons.  Ensure that the domU config files are valid
  451: for the new version.
  452: 
  453: 
  454: Unprivileged domains (domU)
  455: ===========================
  456: 
  457: This section describes general concepts about domUs.  It does not
  458: address specific domU operating systems or how to install them.  The
  459: config files for domUs are typically in /usr/pkg/etc/xen, and are
  460: typically named so that the file anme, domU name and the domU's host
  461: name match.
  462: 
  463: The domU is provided with cpu and memory by Xen, configured by the
  464: dom0.  The domU is provided with disk and network by the dom0,
  465: mediated by Xen, and configured in the dom0.
  466: 
  467: Entropy in domUs can be an issue; physical disks and network are on
  468: the dom0.  NetBSD's /dev/random system works, but is often challenged.
  469: 
  470: Config files
  471: ------------
  472: 
  473: There is no good order to present config files and the concepts
  474: surrounding what is being configured.  We first show an example config
  475: file, and then in the various sections give details.
  476: 
  477: See (at least in xentools41) /usr/pkg/share/examples/xen/xmexample*,
  478: for a large number of well-commented examples, mostly for running
  479: GNU/Linux.
  480: 
  481: The following is an example minimal domain configuration file
  482: "/usr/pkg/etc/xen/foo".  It is (with only a name change) an actual
  483: known working config file on Xen 4.1 (NetBSD 5 amd64 dom0 and NetBSD 5
  484: i386 domU).  The domU serves as a network file server.
  485: 
  486:         # -*- mode: python; -*-
  487: 
  488:         kernel = "/netbsd-XEN3PAE_DOMU-i386-foo.gz"
  489:         memory = 1024
  490:         vif = [ 'mac=aa:00:00:d1:00:09,bridge=bridge0' ]
  491:         disk = [ 'file:/n0/xen/foo-wd0,0x0,w',
  492:                  'file:/n0/xen/foo-wd1,0x1,w' ]
  493: 
  494: The domain will have the same name as the file.  The kernel has the
  495: host/domU name in it, so that on the dom0 one can update the various
  496: domUs independently.  The vif line causes an interface to be provided,
  497: with a specific mac address (do not reuse MAC addresses!), in bridge
  498: mode.  Two disks are provided, and they are both writable; the bits
  499: are stored in files and Xen attaches them to a vnd(4) device in the
  500: dom0 on domain creation.  The system treates xbd0 as the boot device
  501: without needing explicit configuration.
  502: 
  503: By default xm looks for domain config files in /usr/pkg/etc/xen.  Note
  504: that "xm create" takes the name of a config file, while other commands
  505: take the name of a domain.  To create the domain, connect to the
  506: console, create the domain while attaching the console, shutdown the
  507: domain, and see if it has finished stopping, do (or xl with Xen >=
  508: 4.2):
  509: 
  510:         xm create foo
  511:         xm console foo
  512:         xm create -c foo
  513:         xm shutdown foo
  514: 	xm list
  515: 
  516: Typing ^] will exit the console session.  Shutting down a domain is
  517: equivalent to pushing the power button; a NetBSD domU will receive a
  518: power-press event and do a clean shutdown.  Shutting down the dom0
  519: will trigger controlled shutdowns of all configured domUs.
  520: 
  521: domU kernels
  522: ------------
  523: 
  524: On a physical computer, the BIOS reads sector 0, and a chain of boot
  525: loaders finds and loads a kernel.  Normally this comes from the root
  526: filesystem.  With Xen domUs, the process is totally different.  The
  527: normal path is for the domU kernel to be a file in the dom0's
  528: filesystem.  At the request of the dom0, Xen loads that kernel into a
  529: new domU instance and starts execution.  While domU kernels can be
  530: anyplace, reasonable places to store domU kernels on the dom0 are in /
  531: (so they are near the dom0 kernel), in /usr/pkg/etc/xen (near the
  532: config files), or in /u0/xen (where the vdisks are).
  533: 
  534: See the VPS section near the end for discussion of alternate ways to
  535: obtain domU kernels.
  536: 
  537: CPU and memory
  538: --------------
  539: 
  540: A domain is provided with some number of vcpus, less than the number
  541: of cpus seen by the hypervisor.  (For a dom0, this is controlled by
  542: the boot argument "dom0_max_vcpus=1".)  For a domU, it is controlled
  543: from the config file by the "vcpus = N" directive.
  544: 
  545: A domain is provided with memory; this is controlled in the config
  546: file by "memory = N" (in megabytes).  In the straightforward case, the
  547: sum of the the memory allocated to the dom0 and all domUs must be less
  548: than the available memory.
  549: 
  550: Xen also provides a "balloon" driver, which can be used to let domains
  551: use more memory temporarily.  TODO: Explain better, and explain how
  552: well it works with NetBSD.
  553: 
  554: Virtual disks
  555: -------------
  556: 
  557: With the file/vnd style, typically one creates a directory,
  558: e.g. /u0/xen, on a disk large enough to hold virtual disks for all
  559: domUs.  Then, for each domU disk, one writes zeros to a file that then
  560: serves to hold the virtual disk's bits; a suggested name is foo-xbd0
  561: for the first virtual disk for the domU called foo.  Writing zeros to
  562: the file serves two purposes.  One is that preallocating the contents
  563: improves performance.  The other is that vnd on sparse files has
  564: failed to work.  TODO: give working/notworking NetBSD versions for
  565: sparse vnd.  Note that the use of file/vnd for Xen is not really
  566: different than creating a file-backed virtual disk for some other
  567: purpose, except that xentools handles the vnconfig commands.  To
  568: create an empty 4G virtual disk, simply do
  569: 
  570:         dd if=/dev/zero of=foo-xbd0 bs=1m count=4096
  571: 
  572: With the lvm style, one creates logical devices.  They are then used
  573: similarly to vnds.  TODO: Add an example with lvm.
  574: 
  575: In domU config files, the disks are defined as a sequence of 3-tuples.
  576: The first element is "method:/path/to/disk".  Common methods are
  577: "file:" for file-backed vnd. and "phy:" for something that is already
  578: a (TODO: character or block) device.
  579: 
  580: The second element is an artifact of how virtual disks are passed to
  581: Linux, and a source of confusion with NetBSD Xen usage.  Linux domUs
  582: are given a device name to associate with the disk, and values like
  583: "hda1" or "sda1" are common.  In a NetBSD domU, the first disk appears
  584: as xbd0, the second as xbd1, and so on.  However, xm/xl demand a
  585: second argument.  The name given is converted to a major/minor by
  586: calling stat(2) on the name in /dev and this is passed to the domU.
  587: In the general case, the dom0 and domU can be different operating
  588: systems, and it is an unwarranted assumption that they have consistent
  589: numbering in /dev, or even that the dom0 OS has a /dev.  With NetBSD
  590: as both dom0 and domU, using values of 0x0 for the first disk and 0x1
  591: for the second works fine and avoids this issue.  For a GNU/Linux
  592: guest, one can create /dev/hda1 in /dev, or to pass 0x301 for
  593: /dev/hda1.
  594: 
  595: The third element is "w" for writable disks, and "r" for read-only
  596: disks.
  597: 
  598: Virtual Networking
  599: ------------------
  600: 
  601: Xen provides virtual ethernets, each of which connects the dom0 and a
  602: domU.  For each virtual network, there is an interface "xvifN.M" in
  603: the dom0, and in domU index N, a matching interface xennetM (NetBSD
  604: name).  The interfaces behave as if there is an Ethernet with two
  605: adaptors connected.  From this primitive, one can construct various
  606: configurations.  We focus on two common and useful cases for which
  607: there are existing scripts: bridging and NAT.
  608: 
  609: With bridging (in the example above), the domU perceives itself to be
  610: on the same network as the dom0.  For server virtualization, this is
  611: usually best.  Bridging is accomplished by creating a bridge(4) device
  612: and adding the dom0's physical interface and the various xvifN.0
  613: interfaces to the bridge.  One specifies "bridge=bridge0" in the domU
  614: config file.  The bridge must be set up already in the dom0; an
  615: example /etc/ifconfig.bridge0 is:
  616: 
  617:         create
  618:         up
  619:         !brconfig bridge0 add wm0
  620: 
  621: With NAT, the domU perceives itself to be behind a NAT running on the
  622: dom0.  This is often appropriate when running Xen on a workstation.
  623: TODO: NAT appears to be configured by "vif = [ '' ]".
  624: 
  625: The MAC address specified is the one used for the interface in the new
  626: domain.  The interface in dom0 will use this address XOR'd with
  627: 00:00:00:01:00:00.  Random MAC addresses are assigned if not given.
  628: 
  629: Sizing domains
  630: --------------
  631: 
  632: Modern x86 hardware has vast amounts of resources.  However, many
  633: virtual servers can function just fine on far less.  A system with
  634: 256M of RAM and a 4G disk can be a reasonable choice.  Note that it is
  635: far easier to adjust virtual resources than physical ones.  For
  636: memory, it's just a config file edit and a reboot.  For disk, one can
  637: create a new file and vnconfig it (or lvm), and then dump/restore,
  638: just like updating physical disks, but without having to be there and
  639: without those pesky connectors.
  640: 
  641: Starting domains automatically
  642: ------------------------------
  643: 
  644: To start domains foo at bar at boot and shut them down cleanly on dom0
  645: shutdown, in rc.conf add:
  646: 
  647:         xendomains="foo bar"
  648: 
  649: TODO: Explain why 4.1 rc.d/xendomains has xl, when one should use xm
  650: on 4.1.  Or fix the xentools41 package to have xm
  651: 
  652: Creating specific unprivileged domains (domU)
  653: =============================================
  654: 
  655: Creating domUs is almost entirely independent of operating system.  We
  656: have already presented the basics of config files.  Note that you must
  657: have already completed the dom0 setup so that "xl list" (or "xm list")
  658: works.
  659: 
  660: Creating an unprivileged NetBSD domain (domU)
  661: ---------------------------------------------
  662: 
  663: See the earlier config file, and adjust memory.  Decide on how much
  664: storage you will provide, and prepare it (file or lvm).
  665: 
  666: While the kernel will be obtained from the dom0 filesystem, the same
  667: file should be present in the domU as /netbsd so that tools like
  668: savecore(8) can work.   (This is helpful but not necessary.)
  669: 
  670: The kernel must be specifically for Xen and for use as a domU.  The
  671: i386 and amd64 provide the following kernels:
  672: 
  673:         i386 XEN3_DOMU
  674:         i386 XEN3PAE_DOMU
  675: 	amd64 XEN3_DOMU
  676: 
  677: Unless using Xen 3.1 (and you shouldn't) with i386-mode Xen, you must
  678: use the PAE version of the i386 kernel.
  679: 
  680: This will boot NetBSD, but this is not that useful if the disk is
  681: empty.  One approach is to unpack sets onto the disk outside of xen
  682: (by mounting it, just as you would prepare a physical disk for a
  683: system you can't run the installer on).
  684: 
  685: A second approach is to run an INSTALL kernel, which has a miniroot
  686: and can load sets from the network.  To do this, copy the INSTALL
  687: kernel to / and change the kernel line in the config file to:
  688: 
  689:         kernel = "/home/bouyer/netbsd-INSTALL_XEN3_DOMU"
  690: 
  691: Then, start the domain as "xl create -c configname".
  692: 
  693: Alternatively, if you want to install NetBSD/Xen with a CDROM image, the following
  694: line should be used in the config file.
  695: 
  696:     disk = [ 'phy:/dev/wd0e,0x1,w', 'phy:/dev/cd0a,0x2,r' ]
  697: 
  698: After booting the domain, the option to install via CDROM may be
  699: selected.  The CDROM device should be changed to `xbd1d`.
  700: 
  701: Once done installing, "halt -p" the new domain (don't reboot or halt,
  702: it would reload the INSTALL_XEN3_DOMU kernel even if you changed the
  703: config file), switch the config file back to the XEN3_DOMU kernel,
  704: and start the new domain again. Now it should be able to use "root on
  705: xbd0a" and you should have a, functional NetBSD domU.
  706: 
  707: TODO: check if this is still accurate.
  708: When the new domain is booting you'll see some warnings about *wscons*
  709: and the pseudo-terminals. These can be fixed by editing the files
  710: `/etc/ttys` and `/etc/wscons.conf`. You must disable all terminals in
  711: `/etc/ttys`, except *console*, like this:
  712: 
  713:     console "/usr/libexec/getty Pc"         vt100   on secure
  714:     ttyE0   "/usr/libexec/getty Pc"         vt220   off secure
  715:     ttyE1   "/usr/libexec/getty Pc"         vt220   off secure
  716:     ttyE2   "/usr/libexec/getty Pc"         vt220   off secure
  717:     ttyE3   "/usr/libexec/getty Pc"         vt220   off secure
  718: 
  719: Finally, all screens must be commented out from `/etc/wscons.conf`.
  720: 
  721: It is also desirable to add
  722: 
  723:         powerd=YES
  724: 
  725: in rc.conf. This way, the domain will be properly shut down if
  726: `xm shutdown -R` or `xm shutdown -H` is used on the dom0.
  727: 
  728: Your domain should be now ready to work, enjoy.
  729: 
  730: Creating an unprivileged Linux domain (domU)
  731: --------------------------------------------
  732: 
  733: Creating unprivileged Linux domains isn't much different from
  734: unprivileged NetBSD domains, but there are some details to know.
  735: 
  736: First, the second parameter passed to the disk declaration (the '0x1' in
  737: the example below)
  738: 
  739:     disk = [ 'phy:/dev/wd0e,0x1,w' ]
  740: 
  741: does matter to Linux. It wants a Linux device number here (e.g. 0x300
  742: for hda).  Linux builds device numbers as: (major \<\< 8 + minor).
  743: So, hda1 which has major 3 and minor 1 on a Linux system will have
  744: device number 0x301.  Alternatively, devices names can be used (hda,
  745: hdb, ...)  as xentools has a table to map these names to devices
  746: numbers.  To export a partition to a Linux guest we can use:
  747: 
  748:         disk = [ 'phy:/dev/wd0e,0x300,w' ]
  749:         root = "/dev/hda1 ro"
  750: 
  751: and it will appear as /dev/hda on the Linux system, and be used as root
  752: partition.
  753: 
  754: To install the Linux system on the partition to be exported to the
  755: guest domain, the following method can be used: install
  756: sysutils/e2fsprogs from pkgsrc.  Use mke2fs to format the partition
  757: that will be the root partition of your Linux domain, and mount it.
  758: Then copy the files from a working Linux system, make adjustments in
  759: `/etc` (fstab, network config).  It should also be possible to extract
  760: binary packages such as .rpm or .deb directly to the mounted partition
  761: using the appropriate tool, possibly running under NetBSD's Linux
  762: emulation.  Once the filesystem has been populated, umount it.  If
  763: desirable, the filesystem can be converted to ext3 using tune2fs -j.
  764: It should now be possible to boot the Linux guest domain, using one of
  765: the vmlinuz-\*-xenU kernels available in the Xen binary distribution.
  766: 
  767: To get the linux console right, you need to add:
  768: 
  769:     extra = "xencons=tty1"
  770: 
  771: to your configuration since not all linux distributions auto-attach a
  772: tty to the xen console.
  773: 
  774: Creating an unprivileged Solaris domain (domU)
  775: ----------------------------------------------
  776: 
  777: See possibly outdated
  778: [Solaris domU instructions](/ports/xen/howto-solaris/).
  779: 
  780: 
  781: PCI passthrough: Using PCI devices in guest domains
  782: ---------------------------------------------------
  783: 
  784: The dom0 can give other domains access to selected PCI
  785: devices. This can allow, for example, a non-privileged domain to have
  786: access to a physical network interface or disk controller.  However,
  787: keep in mind that giving a domain access to a PCI device most likely
  788: will give the domain read/write access to the whole physical memory,
  789: as PCs don't have an IOMMU to restrict memory access to DMA-capable
  790: device.  Also, it's not possible to export ISA devices to non-dom0
  791: domains, which means that the primary VGA adapter can't be exported.
  792: A guest domain trying to access the VGA registers will panic.
  793: 
  794: If the dom0 is NetBSD, it has to be running Xen 3.1, as support has
  795: not been ported to later versions at this time.
  796: 
  797: For a PCI device to be exported to a domU, is has to be attached to
  798: the "pciback" driver in dom0.  Devices passed to the dom0 via the
  799: pciback.hide boot parameter will attach to "pciback" instead of the
  800: usual driver.  The list of devices is specified as "(bus:dev.func)",
  801: where bus and dev are 2-digit hexadecimal numbers, and func a
  802: single-digit number:
  803: 
  804:         pciback.hide=(00:0a.0)(00:06.0)
  805: 
  806: pciback devices should show up in the dom0's boot messages, and the
  807: devices should be listed in the `/kern/xen/pci` directory.
  808: 
  809: PCI devices to be exported to a domU are listed in the "pci" array of
  810: the domU's config file, with the format "0000:bus:dev.func".
  811: 
  812:         pci = [ '0000:00:06.0', '0000:00:0a.0' ]
  813: 
  814: In the domU an "xpci" device will show up, to which one or more pci
  815: busses will attach.  Then the PCI drivers will attach to PCI busses as
  816: usual.  Note that the default NetBSD DOMU kernels do not have "xpci"
  817: or any PCI drivers built in by default; you have to build your own
  818: kernel to use PCI devices in a domU.  Here's a kernel config example;
  819: note that only the "xpci" lines are unusual.
  820: 
  821:         include         "arch/i386/conf/XEN3_DOMU"
  822: 
  823:         # Add support for PCI busses to the XEN3_DOMU kernel
  824:         xpci* at xenbus ?
  825:         pci* at xpci ?
  826: 
  827:         # PCI USB controllers
  828:         uhci*   at pci? dev ? function ?        # Universal Host Controller (Intel)
  829: 
  830:         # USB bus support
  831:         usb*    at uhci?
  832: 
  833:         # USB Hubs
  834:         uhub*   at usb?
  835:         uhub*   at uhub? port ? configuration ? interface ?
  836: 
  837:         # USB Mass Storage
  838:         umass*  at uhub? port ? configuration ? interface ?
  839:         wd*     at umass?
  840:         # SCSI controllers
  841:         ahc*    at pci? dev ? function ?        # Adaptec [23]94x, aic78x0 SCSI
  842: 
  843:         # SCSI bus support (for both ahc and umass)
  844:         scsibus* at scsi?
  845: 
  846:         # SCSI devices
  847:         sd*     at scsibus? target ? lun ?      # SCSI disk drives
  848:         cd*     at scsibus? target ? lun ?      # SCSI CD-ROM drives
  849: 
  850: 
  851: NetBSD as a domU in a VPS
  852: =========================
  853: 
  854: The bulk of the HOWTO is about using NetBSD as a dom0 on your own
  855: hardware.  This section explains how to deal with Xen in a domU as a
  856: virtual private server where you do not control or have access to the
  857: dom0.
  858: 
  859: VPS operators provide varying degrees of access and mechanisms for
  860: configuration.  The big issue is usually how one controls which kernel
  861: is booted, because the kernel is nominally in the dom0 filesystem (to
  862: which VPS users do not normally have acesss).
  863: 
  864: A VPS user may want to compile a kernel for security updates, to run
  865: npf, run IPsec, or any other reason why someone would want to change
  866: their kernel.
  867: 
  868: One approach is to have an adminstrative interface to upload a kernel,
  869: or to select from a prepopulated list.
  870: 
  871: Otehr approaches are pvgrub and py-grub, which are ways to start a
  872: bootloader from the dom0 instead of the actual domU kernel, and for
  873: that loader to then load a kernel from the domU filesystem.  This is
  874: closer to a regular physical computer, where someone who controls a
  875: machine can replace the kernel.
  876: 
  877: prmgr and pvgrub
  878: ----------------
  879: 
  880: TODO: Perhaps reference panix, prmgr, amazon as interesting examples.
  881: Explain what prmgr does.
  882: 
  883: Using npf
  884: ---------
  885: 
  886: In standard kernels, npf is a module, and thus cannot be loadeed in a
  887: DOMU kernel.
  888: 
  889: TODO: explain how to compile npf into a custom kernel, answering:
  890: http://mail-index.netbsd.org/netbsd-users/2014/12/26/msg015576.html

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