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1HOWTO do Linux kernel development
2=================================
3
4This is the be-all, end-all document on this topic. It contains
5instructions on how to become a Linux kernel developer and how to learn
6to work with the Linux kernel development community. It tries to not
7contain anything related to the technical aspects of kernel programming,
8but will help point you in the right direction for that.
9
10If anything in this document becomes out of date, please send in patches
11to the maintainer of this file, who is listed at the bottom of the
12document.
13
14
15Introduction
16------------
17
18So, you want to learn how to become a Linux kernel developer? Or you
19have been told by your manager, "Go write a Linux driver for this
20device." This document's goal is to teach you everything you need to
21know to achieve this by describing the process you need to go through,
22and hints on how to work with the community. It will also try to
23explain some of the reasons why the community works like it does.
24
25The kernel is written mostly in C, with some architecture-dependent
26parts written in assembly. A good understanding of C is required for
27kernel development. Assembly (any architecture) is not required unless
28you plan to do low-level development for that architecture. Though they
29are not a good substitute for a solid C education and/or years of
30experience, the following books are good for, if anything, reference:
31
32 - "The C Programming Language" by Kernighan and Ritchie [Prentice Hall]
33 - "Practical C Programming" by Steve Oualline [O'Reilly]
34 - "C: A Reference Manual" by Harbison and Steele [Prentice Hall]
35
36The kernel is written using GNU C and the GNU toolchain. While it
37adheres to the ISO C89 standard, it uses a number of extensions that are
38not featured in the standard. The kernel is a freestanding C
39environment, with no reliance on the standard C library, so some
40portions of the C standard are not supported. Arbitrary long long
41divisions and floating point are not allowed. It can sometimes be
42difficult to understand the assumptions the kernel has on the toolchain
43and the extensions that it uses, and unfortunately there is no
44definitive reference for them. Please check the gcc info pages (`info
45gcc`) for some information on them.
46
47Please remember that you are trying to learn how to work with the
48existing development community. It is a diverse group of people, with
49high standards for coding, style and procedure. These standards have
50been created over time based on what they have found to work best for
51such a large and geographically dispersed team. Try to learn as much as
52possible about these standards ahead of time, as they are well
53documented; do not expect people to adapt to you or your company's way
54of doing things.
55
56
57Legal Issues
58------------
59
60The Linux kernel source code is released under the GPL. Please see the
61file, COPYING, in the main directory of the source tree, for details on
62the license. If you have further questions about the license, please
63contact a lawyer, and do not ask on the Linux kernel mailing list. The
64people on the mailing lists are not lawyers, and you should not rely on
65their statements on legal matters.
66
67For common questions and answers about the GPL, please see:
68
69 https://www.gnu.org/licenses/gpl-faq.html
70
71
72Documentation
73-------------
74
75The Linux kernel source tree has a large range of documents that are
76invaluable for learning how to interact with the kernel community. When
77new features are added to the kernel, it is recommended that new
78documentation files are also added which explain how to use the feature.
79When a kernel change causes the interface that the kernel exposes to
80userspace to change, it is recommended that you send the information or
81a patch to the manual pages explaining the change to the manual pages
82maintainer at mtk.manpages@gmail.com, and CC the list
83linux-api@vger.kernel.org.
84
85Here is a list of files that are in the kernel source tree that are
86required reading:
87
88 README
89 This file gives a short background on the Linux kernel and describes
90 what is necessary to do to configure and build the kernel. People
91 who are new to the kernel should start here.
92
93 :ref:`Documentation/Changes <changes>`
94 This file gives a list of the minimum levels of various software
95 packages that are necessary to build and run the kernel
96 successfully.
97
98 :ref:`Documentation/CodingStyle <codingstyle>`
99 This describes the Linux kernel coding style, and some of the
100 rationale behind it. All new code is expected to follow the
101 guidelines in this document. Most maintainers will only accept
102 patches if these rules are followed, and many people will only
103 review code if it is in the proper style.
104
105 :ref:`Documentation/SubmittingPatches <submittingpatches>` and :ref:`Documentation/SubmittingDrivers <submittingdrivers>`
106 These files describe in explicit detail how to successfully create
107 and send a patch, including (but not limited to):
108
109 - Email contents
110 - Email format
111 - Who to send it to
112
113 Following these rules will not guarantee success (as all patches are
114 subject to scrutiny for content and style), but not following them
115 will almost always prevent it.
116
117 Other excellent descriptions of how to create patches properly are:
118
119 "The Perfect Patch"
120 https://www.ozlabs.org/~akpm/stuff/tpp.txt
121
122 "Linux kernel patch submission format"
123 http://linux.yyz.us/patch-format.html
124
125 :ref:`Documentation/stable_api_nonsense.txt <stable_api_nonsense>`
126 This file describes the rationale behind the conscious decision to
127 not have a stable API within the kernel, including things like:
128
129 - Subsystem shim-layers (for compatibility?)
130 - Driver portability between Operating Systems.
131 - Mitigating rapid change within the kernel source tree (or
132 preventing rapid change)
133
134 This document is crucial for understanding the Linux development
135 philosophy and is very important for people moving to Linux from
136 development on other Operating Systems.
137
138 :ref:`Documentation/SecurityBugs <securitybugs>`
139 If you feel you have found a security problem in the Linux kernel,
140 please follow the steps in this document to help notify the kernel
141 developers, and help solve the issue.
142
143 :ref:`Documentation/ManagementStyle <managementstyle>`
144 This document describes how Linux kernel maintainers operate and the
145 shared ethos behind their methodologies. This is important reading
146 for anyone new to kernel development (or anyone simply curious about
147 it), as it resolves a lot of common misconceptions and confusion
148 about the unique behavior of kernel maintainers.
149
150 :ref:`Documentation/stable_kernel_rules.txt <stable_kernel_rules>`
151 This file describes the rules on how the stable kernel releases
152 happen, and what to do if you want to get a change into one of these
153 releases.
154
155 :ref:`Documentation/kernel-docs.txt <kernel_docs>`
156 A list of external documentation that pertains to kernel
157 development. Please consult this list if you do not find what you
158 are looking for within the in-kernel documentation.
159
160 :ref:`Documentation/applying-patches.txt <applying_patches>`
161 A good introduction describing exactly what a patch is and how to
162 apply it to the different development branches of the kernel.
163
164The kernel also has a large number of documents that can be
165automatically generated from the source code itself or from
166ReStructuredText markups (ReST), like this one. This includes a
167full description of the in-kernel API, and rules on how to handle
168locking properly.
169
170All such documents can be generated as PDF or HTML by running::
171
172 make pdfdocs
173 make htmldocs
174
175respectively from the main kernel source directory.
176
177The documents that uses ReST markup will be generated at Documentation/output.
178They can also be generated on LaTeX and ePub formats with::
179
180 make latexdocs
181 make epubdocs
182
183Currently, there are some documents written on DocBook that are in
184the process of conversion to ReST. Such documents will be created in the
185Documentation/DocBook/ directory and can be generated also as
186Postscript or man pages by running::
187
188 make psdocs
189 make mandocs
190
191Becoming A Kernel Developer
192---------------------------
193
194If you do not know anything about Linux kernel development, you should
195look at the Linux KernelNewbies project:
196
197 https://kernelnewbies.org
198
199It consists of a helpful mailing list where you can ask almost any type
200of basic kernel development question (make sure to search the archives
201first, before asking something that has already been answered in the
202past.) It also has an IRC channel that you can use to ask questions in
203real-time, and a lot of helpful documentation that is useful for
204learning about Linux kernel development.
205
206The website has basic information about code organization, subsystems,
207and current projects (both in-tree and out-of-tree). It also describes
208some basic logistical information, like how to compile a kernel and
209apply a patch.
210
211If you do not know where you want to start, but you want to look for
212some task to start doing to join into the kernel development community,
213go to the Linux Kernel Janitor's project:
214
215 https://kernelnewbies.org/KernelJanitors
216
217It is a great place to start. It describes a list of relatively simple
218problems that need to be cleaned up and fixed within the Linux kernel
219source tree. Working with the developers in charge of this project, you
220will learn the basics of getting your patch into the Linux kernel tree,
221and possibly be pointed in the direction of what to go work on next, if
222you do not already have an idea.
223
224If you already have a chunk of code that you want to put into the kernel
225tree, but need some help getting it in the proper form, the
226kernel-mentors project was created to help you out with this. It is a
227mailing list, and can be found at:
228
229 https://selenic.com/mailman/listinfo/kernel-mentors
230
231Before making any actual modifications to the Linux kernel code, it is
232imperative to understand how the code in question works. For this
233purpose, nothing is better than reading through it directly (most tricky
234bits are commented well), perhaps even with the help of specialized
235tools. One such tool that is particularly recommended is the Linux
236Cross-Reference project, which is able to present source code in a
237self-referential, indexed webpage format. An excellent up-to-date
238repository of the kernel code may be found at:
239
240 http://lxr.free-electrons.com/
241
242
243The development process
244-----------------------
245
246Linux kernel development process currently consists of a few different
247main kernel "branches" and lots of different subsystem-specific kernel
248branches. These different branches are:
249
250 - main 4.x kernel tree
251 - 4.x.y -stable kernel tree
252 - 4.x -git kernel patches
253 - subsystem specific kernel trees and patches
254 - the 4.x -next kernel tree for integration tests
255
2564.x kernel tree
257-----------------
2584.x kernels are maintained by Linus Torvalds, and can be found on
259https://kernel.org in the pub/linux/kernel/v4.x/ directory. Its development
260process is as follows:
261
262 - As soon as a new kernel is released a two weeks window is open,
263 during this period of time maintainers can submit big diffs to
264 Linus, usually the patches that have already been included in the
265 -next kernel for a few weeks. The preferred way to submit big changes
266 is using git (the kernel's source management tool, more information
267 can be found at https://git-scm.com/) but plain patches are also just
268 fine.
269 - After two weeks a -rc1 kernel is released it is now possible to push
270 only patches that do not include new features that could affect the
271 stability of the whole kernel. Please note that a whole new driver
272 (or filesystem) might be accepted after -rc1 because there is no
273 risk of causing regressions with such a change as long as the change
274 is self-contained and does not affect areas outside of the code that
275 is being added. git can be used to send patches to Linus after -rc1
276 is released, but the patches need to also be sent to a public
277 mailing list for review.
278 - A new -rc is released whenever Linus deems the current git tree to
279 be in a reasonably sane state adequate for testing. The goal is to
280 release a new -rc kernel every week.
281 - Process continues until the kernel is considered "ready", the
282 process should last around 6 weeks.
283
284It is worth mentioning what Andrew Morton wrote on the linux-kernel
285mailing list about kernel releases:
286
287 *"Nobody knows when a kernel will be released, because it's
288 released according to perceived bug status, not according to a
289 preconceived timeline."*
290
2914.x.y -stable kernel tree
292-------------------------
293Kernels with 3-part versions are -stable kernels. They contain
294relatively small and critical fixes for security problems or significant
295regressions discovered in a given 4.x kernel.
296
297This is the recommended branch for users who want the most recent stable
298kernel and are not interested in helping test development/experimental
299versions.
300
301If no 4.x.y kernel is available, then the highest numbered 4.x
302kernel is the current stable kernel.
303
3044.x.y are maintained by the "stable" team <stable@vger.kernel.org>, and
305are released as needs dictate. The normal release period is approximately
306two weeks, but it can be longer if there are no pressing problems. A
307security-related problem, instead, can cause a release to happen almost
308instantly.
309
310The file Documentation/stable_kernel_rules.txt in the kernel tree
311documents what kinds of changes are acceptable for the -stable tree, and
312how the release process works.
313
3144.x -git patches
315----------------
316These are daily snapshots of Linus' kernel tree which are managed in a
317git repository (hence the name.) These patches are usually released
318daily and represent the current state of Linus' tree. They are more
319experimental than -rc kernels since they are generated automatically
320without even a cursory glance to see if they are sane.
321
322Subsystem Specific kernel trees and patches
323-------------------------------------------
324The maintainers of the various kernel subsystems --- and also many
325kernel subsystem developers --- expose their current state of
326development in source repositories. That way, others can see what is
327happening in the different areas of the kernel. In areas where
328development is rapid, a developer may be asked to base his submissions
329onto such a subsystem kernel tree so that conflicts between the
330submission and other already ongoing work are avoided.
331
332Most of these repositories are git trees, but there are also other SCMs
333in use, or patch queues being published as quilt series. Addresses of
334these subsystem repositories are listed in the MAINTAINERS file. Many
335of them can be browsed at https://git.kernel.org/.
336
337Before a proposed patch is committed to such a subsystem tree, it is
338subject to review which primarily happens on mailing lists (see the
339respective section below). For several kernel subsystems, this review
340process is tracked with the tool patchwork. Patchwork offers a web
341interface which shows patch postings, any comments on a patch or
342revisions to it, and maintainers can mark patches as under review,
343accepted, or rejected. Most of these patchwork sites are listed at
344https://patchwork.kernel.org/.
345
3464.x -next kernel tree for integration tests
347-------------------------------------------
348Before updates from subsystem trees are merged into the mainline 4.x
349tree, they need to be integration-tested. For this purpose, a special
350testing repository exists into which virtually all subsystem trees are
351pulled on an almost daily basis:
352
353 https://git.kernel.org/?p=linux/kernel/git/next/linux-next.git
354
355This way, the -next kernel gives a summary outlook onto what will be
356expected to go into the mainline kernel at the next merge period.
357Adventurous testers are very welcome to runtime-test the -next kernel.
358
359
360Bug Reporting
361-------------
362
363https://bugzilla.kernel.org is where the Linux kernel developers track kernel
364bugs. Users are encouraged to report all bugs that they find in this
365tool. For details on how to use the kernel bugzilla, please see:
366
367 https://bugzilla.kernel.org/page.cgi?id=faq.html
368
369The file REPORTING-BUGS in the main kernel source directory has a good
370template for how to report a possible kernel bug, and details what kind
371of information is needed by the kernel developers to help track down the
372problem.
373
374
375Managing bug reports
376--------------------
377
378One of the best ways to put into practice your hacking skills is by fixing
379bugs reported by other people. Not only you will help to make the kernel
380more stable, you'll learn to fix real world problems and you will improve
381your skills, and other developers will be aware of your presence. Fixing
382bugs is one of the best ways to get merits among other developers, because
383not many people like wasting time fixing other people's bugs.
384
385To work in the already reported bug reports, go to https://bugzilla.kernel.org.
386If you want to be advised of the future bug reports, you can subscribe to the
387bugme-new mailing list (only new bug reports are mailed here) or to the
388bugme-janitor mailing list (every change in the bugzilla is mailed here)
389
390 https://lists.linux-foundation.org/mailman/listinfo/bugme-new
391
392 https://lists.linux-foundation.org/mailman/listinfo/bugme-janitors
393
394
395
396Mailing lists
397-------------
398
399As some of the above documents describe, the majority of the core kernel
400developers participate on the Linux Kernel Mailing list. Details on how
401to subscribe and unsubscribe from the list can be found at:
402
403 http://vger.kernel.org/vger-lists.html#linux-kernel
404
405There are archives of the mailing list on the web in many different
406places. Use a search engine to find these archives. For example:
407
408 http://dir.gmane.org/gmane.linux.kernel
409
410It is highly recommended that you search the archives about the topic
411you want to bring up, before you post it to the list. A lot of things
412already discussed in detail are only recorded at the mailing list
413archives.
414
415Most of the individual kernel subsystems also have their own separate
416mailing list where they do their development efforts. See the
417MAINTAINERS file for a list of what these lists are for the different
418groups.
419
420Many of the lists are hosted on kernel.org. Information on them can be
421found at:
422
423 http://vger.kernel.org/vger-lists.html
424
425Please remember to follow good behavioral habits when using the lists.
426Though a bit cheesy, the following URL has some simple guidelines for
427interacting with the list (or any list):
428
429 http://www.albion.com/netiquette/
430
431If multiple people respond to your mail, the CC: list of recipients may
432get pretty large. Don't remove anybody from the CC: list without a good
433reason, or don't reply only to the list address. Get used to receiving the
434mail twice, one from the sender and the one from the list, and don't try
435to tune that by adding fancy mail-headers, people will not like it.
436
437Remember to keep the context and the attribution of your replies intact,
438keep the "John Kernelhacker wrote ...:" lines at the top of your reply, and
439add your statements between the individual quoted sections instead of
440writing at the top of the mail.
441
442If you add patches to your mail, make sure they are plain readable text
443as stated in Documentation/SubmittingPatches.
444Kernel developers don't want to deal with
445attachments or compressed patches; they may want to comment on
446individual lines of your patch, which works only that way. Make sure you
447use a mail program that does not mangle spaces and tab characters. A
448good first test is to send the mail to yourself and try to apply your
449own patch by yourself. If that doesn't work, get your mail program fixed
450or change it until it works.
451
452Above all, please remember to show respect to other subscribers.
453
454
455Working with the community
456--------------------------
457
458The goal of the kernel community is to provide the best possible kernel
459there is. When you submit a patch for acceptance, it will be reviewed
460on its technical merits and those alone. So, what should you be
461expecting?
462
463 - criticism
464 - comments
465 - requests for change
466 - requests for justification
467 - silence
468
469Remember, this is part of getting your patch into the kernel. You have
470to be able to take criticism and comments about your patches, evaluate
471them at a technical level and either rework your patches or provide
472clear and concise reasoning as to why those changes should not be made.
473If there are no responses to your posting, wait a few days and try
474again, sometimes things get lost in the huge volume.
475
476What should you not do?
477
478 - expect your patch to be accepted without question
479 - become defensive
480 - ignore comments
481 - resubmit the patch without making any of the requested changes
482
483In a community that is looking for the best technical solution possible,
484there will always be differing opinions on how beneficial a patch is.
485You have to be cooperative, and willing to adapt your idea to fit within
486the kernel. Or at least be willing to prove your idea is worth it.
487Remember, being wrong is acceptable as long as you are willing to work
488toward a solution that is right.
489
490It is normal that the answers to your first patch might simply be a list
491of a dozen things you should correct. This does **not** imply that your
492patch will not be accepted, and it is **not** meant against you
493personally. Simply correct all issues raised against your patch and
494resend it.
495
496
497Differences between the kernel community and corporate structures
498-----------------------------------------------------------------
499
500The kernel community works differently than most traditional corporate
501development environments. Here are a list of things that you can try to
502do to avoid problems:
503
504 Good things to say regarding your proposed changes:
505
506 - "This solves multiple problems."
507 - "This deletes 2000 lines of code."
508 - "Here is a patch that explains what I am trying to describe."
509 - "I tested it on 5 different architectures..."
510 - "Here is a series of small patches that..."
511 - "This increases performance on typical machines..."
512
513 Bad things you should avoid saying:
514
515 - "We did it this way in AIX/ptx/Solaris, so therefore it must be
516 good..."
517 - "I've being doing this for 20 years, so..."
518 - "This is required for my company to make money"
519 - "This is for our Enterprise product line."
520 - "Here is my 1000 page design document that describes my idea"
521 - "I've been working on this for 6 months..."
522 - "Here's a 5000 line patch that..."
523 - "I rewrote all of the current mess, and here it is..."
524 - "I have a deadline, and this patch needs to be applied now."
525
526Another way the kernel community is different than most traditional
527software engineering work environments is the faceless nature of
528interaction. One benefit of using email and irc as the primary forms of
529communication is the lack of discrimination based on gender or race.
530The Linux kernel work environment is accepting of women and minorities
531because all you are is an email address. The international aspect also
532helps to level the playing field because you can't guess gender based on
533a person's name. A man may be named Andrea and a woman may be named Pat.
534Most women who have worked in the Linux kernel and have expressed an
535opinion have had positive experiences.
536
537The language barrier can cause problems for some people who are not
538comfortable with English. A good grasp of the language can be needed in
539order to get ideas across properly on mailing lists, so it is
540recommended that you check your emails to make sure they make sense in
541English before sending them.
542
543
544Break up your changes
545---------------------
546
547The Linux kernel community does not gladly accept large chunks of code
548dropped on it all at once. The changes need to be properly introduced,
549discussed, and broken up into tiny, individual portions. This is almost
550the exact opposite of what companies are used to doing. Your proposal
551should also be introduced very early in the development process, so that
552you can receive feedback on what you are doing. It also lets the
553community feel that you are working with them, and not simply using them
554as a dumping ground for your feature. However, don't send 50 emails at
555one time to a mailing list, your patch series should be smaller than
556that almost all of the time.
557
558The reasons for breaking things up are the following:
559
5601) Small patches increase the likelihood that your patches will be
561 applied, since they don't take much time or effort to verify for
562 correctness. A 5 line patch can be applied by a maintainer with
563 barely a second glance. However, a 500 line patch may take hours to
564 review for correctness (the time it takes is exponentially
565 proportional to the size of the patch, or something).
566
567 Small patches also make it very easy to debug when something goes
568 wrong. It's much easier to back out patches one by one than it is
569 to dissect a very large patch after it's been applied (and broken
570 something).
571
5722) It's important not only to send small patches, but also to rewrite
573 and simplify (or simply re-order) patches before submitting them.
574
575Here is an analogy from kernel developer Al Viro:
576
577 *"Think of a teacher grading homework from a math student. The
578 teacher does not want to see the student's trials and errors
579 before they came up with the solution. They want to see the
580 cleanest, most elegant answer. A good student knows this, and
581 would never submit her intermediate work before the final
582 solution.*
583
584 *The same is true of kernel development. The maintainers and
585 reviewers do not want to see the thought process behind the
586 solution to the problem one is solving. They want to see a
587 simple and elegant solution."*
588
589It may be challenging to keep the balance between presenting an elegant
590solution and working together with the community and discussing your
591unfinished work. Therefore it is good to get early in the process to
592get feedback to improve your work, but also keep your changes in small
593chunks that they may get already accepted, even when your whole task is
594not ready for inclusion now.
595
596Also realize that it is not acceptable to send patches for inclusion
597that are unfinished and will be "fixed up later."
598
599
600Justify your change
601-------------------
602
603Along with breaking up your patches, it is very important for you to let
604the Linux community know why they should add this change. New features
605must be justified as being needed and useful.
606
607
608Document your change
609--------------------
610
611When sending in your patches, pay special attention to what you say in
612the text in your email. This information will become the ChangeLog
613information for the patch, and will be preserved for everyone to see for
614all time. It should describe the patch completely, containing:
615
616 - why the change is necessary
617 - the overall design approach in the patch
618 - implementation details
619 - testing results
620
621For more details on what this should all look like, please see the
622ChangeLog section of the document:
623
624 "The Perfect Patch"
625 http://www.ozlabs.org/~akpm/stuff/tpp.txt
626
627
628All of these things are sometimes very hard to do. It can take years to
629perfect these practices (if at all). It's a continuous process of
630improvement that requires a lot of patience and determination. But
631don't give up, it's possible. Many have done it before, and each had to
632start exactly where you are now.
633
634
635
636
637----------
638
639Thanks to Paolo Ciarrocchi who allowed the "Development Process"
640(https://lwn.net/Articles/94386/) section
641to be based on text he had written, and to Randy Dunlap and Gerrit
642Huizenga for some of the list of things you should and should not say.
643Also thanks to Pat Mochel, Hanna Linder, Randy Dunlap, Kay Sievers,
644Vojtech Pavlik, Jan Kara, Josh Boyer, Kees Cook, Andrew Morton, Andi
645Kleen, Vadim Lobanov, Jesper Juhl, Adrian Bunk, Keri Harris, Frans Pop,
646David A. Wheeler, Junio Hamano, Michael Kerrisk, and Alex Shepard for
647their review, comments, and contributions. Without their help, this
648document would not have been possible.
649
650
651
652Maintainer: Greg Kroah-Hartman <greg@kroah.com>
653