Linux uses Paging or Segmentation or Both? [duplicate] - linux

I'm reading "Understanding Linux Kernel". This is the snippet that explains how Linux uses Segmentation which I didn't understand.
Segmentation has been included in 80 x
86 microprocessors to encourage
programmers to split their
applications into logically related
entities, such as subroutines or
global and local data areas. However,
Linux uses segmentation in a very
limited way. In fact, segmentation
and paging are somewhat redundant,
because both can be used to separate
the physical address spaces of
processes: segmentation can assign a
different linear address space to each
process, while paging can map the same
linear address space into different
physical address spaces. Linux prefers
paging to segmentation for the
following reasons:
Memory management is simpler when all
processes use the same segment
register values that is, when they
share the same set of linear
addresses.
One of the design objectives of Linux
is portability to a wide range of
architectures; RISC architectures in
particular have limited support for
segmentation.
All Linux processes running in User
Mode use the same pair of segments to
address instructions and data. These
segments are called user code segment
and user data segment , respectively.
Similarly, all Linux processes running
in Kernel Mode use the same pair of
segments to address instructions and
data: they are called kernel code
segment and kernel data segment ,
respectively. Table 2-3 shows the
values of the Segment Descriptor
fields for these four crucial
segments.
I'm unable to understand 1st and last paragraph.

The 80x86 family of CPUs generate a real address by adding the contents of a CPU register called a segment register to that of the program counter. Thus by changing the segment register contents you can change the physical addresses that the program accesses. Paging does something similar by mapping the same virtual address to different real addresses. Linux using uses the latter - the segment registers for Linux processes will always have the same unchanging contents.

Segmentation and Paging are not at all redundant. The Linux OS fully incorporates demand paging, but it does not use memory segmentation. This gives all tasks a flat, linear, virtual address space of 32/64 bits.
Paging adds on another layer of abstraction to the memory address translation. With paging, linear memory addresses are mapped to pages of memory, instead of being translated directly to physical memory. Since pages can be swapped in and out of physical RAM, paging allows more memory to be allocated than what is physically available. Only pages that are being actively used need to be mapped into physical memory.
An alternative to page swapping is segment swapping, but it is generally much less efficient given that segments are usually larger than pages.
Segmentation of memory is a method of allocating multiple chunks of memory (per task) for different purposes and allowing those chunks to be protected from each other. In Linux a task's code, data, and stack sections are all mapped to a single segment of memory.
The 32-bit processors do not have a mode bit for disabling
segmentation, but the same effect can be achieved by mapping the
stack, code, and data spaces to the same range of linear addresses.
The 32-bit offsets used by 32-bit processor instructions can cover a
four-gigabyte linear address space.
Aditionally, the Intel documentation states:
A flat model without paging minimally requires a GDT with one code and
one data segment descriptor. A null descriptor in the first GDT entry
is also required. A flat model with paging may provide code and data
descriptors for supervisor mode and another set of code and data
descriptors for user mode
This is the reason for having a one pair of CS/DS for kernel privilege execution (ring 0), and one pair of CS/DS for user privilege execution (ring 3).
Summary: Segmentation provides a means to isolate and protect sections of memory. Paging provides a means to allocate more memory that what is physically available.

Windows uses the fs segment for local thread storage.
Therefore, wine has to use it, and the linux kernel needs to support it.

Modern operating systems (i.e. Linux, other Unixen, Windows NT, etc.) do not use the segmentation facility provided by the x86 processor. Instead, they use a flat 32 bit memory model. Each user mode process has it's own 32 bit virtual address space.
(Naturally the widths are expanded to 64 bits on x86_64 systems)

Intel first added segmentation on the 80286, and then paging on the 80386. Unix-like OSes typically use paging for virtual memory.
Anyway, since paging on x86 didn't support execute permissions until recently, OpenWall Linux used segmentation to provide non-executable stack regions, i.e. it set the code segment limit to a lower value than the other segment's limits, and did some emulation to support trampolines on the stack.

Related

How are stack and heap segment managed in x86 without utilizing the segmentation mechanism?

From Understanding the Linux Kernel:
Segmentation has been included in 80x86 microprocessors to encourage programmers to split their applications into logically related entities, such as subroutines or global and local data areas. However, Linux uses segmentation in a very limited way. In fact, segmentation and paging are somewhat redundant, because both can be used to separate the physical address spaces of processes: segmentation can assign a different linear address space to each process, while paging can map the same linear address space into different physical address spaces. Linux prefers paging to segmentation for the following reasons:
Memory management is simpler when all processes use the same segment register values—that is, when they share the same set of linear addresses.
One of the design objectives of Linux is portability to a wide range of architectures; RISC architectures, in particular, have limited support for segmentation.
The 2.6 version of Linux uses segmentation only when required by the 80x86 architecture.
The x86-64 architecture does not use segmentation in long mode (64-bit mode). As the x86 has segments, it is not possible to not use them. Four of the segment registers: CS, SS, DS, and ES are forced to 0, and the limit to 2^64. If so, two questions have been raised:
Stack data (stack segment) and heap data (data segment) are mixed together, then pop from the stack and increase the ESP register is not available.
How does the operating system know which type of data is (stack or heap) in a specific virtual memory address?
How do different programs share the kernel code by sharing memory?
Stack data (stack segment) and heap data (data segment) are mixed together, then pop from the stack and increase the ESP register is not available.
As Peter states in the above comment, even though CS, SS, ES and DS are all treated as having zero base, this does not change the behavior of PUSH/POP in any way. It is no different than any other segment descriptor usage really. You could get overlapping segments even in 32-bit multi-segment mode if you point multiple selectors to the same descriptor. The only thing that "changes" in 64-bit mode is that you have a base forced by the CPU, and RSP can be used to point anywhere in addressable memory. PUSH/POP operations will work as usual.
How does the operating system know which type of data is (stack or heap) in a specific virtual memory address?
User-space programs can (and will) move the stack and heap around as they please. The operating system doesn't really need to know where stack and heap are, but it can keep track of those to some extent, assuming the user-space application does everything according to convention, that is uses the stack allocated by the kernel at program startup and the program break as heap.
Using the stack allocated by the kernel at program startup, or a memory area obtained through mmap(2) with MAP_GROWSDOWN, the kernel tries to help by automatically growing the memory area when its size is exceeded (i.e. stack overflow), but this has its limits. Manual MAP_GROWSDOWN mappings are rarely used in practice (see 1, 2, 3, 4). POSIX threads and other more modern implementations use fixed-size mappings for threads.
"Heap" is a pretty abstract concept in modern user-space applications. Linux provides user-space applications with the basic ability to manipulate the program break through brk(2) and sbrk(2), but this is rarely in a 1-to-1 correspondence with what we got used to call "heap" nowadays. So in general the kernel does not know where the heap of an application resides.
How do different programs share the kernel code by sharing memory?
This is simply done through paging. You could say there is one hierarchy of page tables for the kernel and many others for user-space processes (one for each task). When switching to kernel-space (e.g. through a syscall) the kernel changes the value of the CR3 register to make it point to the kernel's page global directory. When switching back to user-space, CR3 is changed back to point to the current process' page global directory before giving control to user-space code.

Which type of memory model (i.e. flat / segmentation) is used by linux kernel?

I am reading about x86 protected mode working, In that I have seen the flat memory model and segmentation memory model.
If linux kernel is using flat memory model then, How it protects the access of unprivileged applications to critical data?
Linux generally uses neither. On x86, Linux has separate page tables for userspace processes and the kernel. The userspace page tables do not contain user mappings to kernel memory, which makes it impossible for user-space processes to access kernel memory directly.
Technically, "virtual addresses" on x86 pass through segmentation first (and are converted from logical addresses to linear addresses) before being remapped from linear addresses to physical addresses through the page tables. Except in unusual cases, segmentation won't change the resulting physical address in 64 bit mode (segmentation is just used to store traits like the current privilege level, and enforce features like SMEP).
One well known "unusual case" is the implementation of Thread Local Storage by most compilers on x86, which uses the FS and GS segments to define per logical processor offsets into the address space. Other segments can not have non-zero bases, and therefore cannot shift addresses through segmentation.

How exactly do kernel virtual addresses get translated to physical RAM?

On the surface, this appears to be a silly question. Some patience please.. :-)
Am structuring this qs into 2 parts:
Part 1:
I fully understand that platform RAM is mapped into the kernel segment; esp on 64-bit systems this will work well. So each kernel virtual address is indeed just an offset from physical memory (DRAM).
Also, it's my understanding that as Linux is a modern virtual memory OS, (pretty much) all addresses are treated as virtual addresses and must "go" via hardware - the TLB/MMU - at runtime and then get translated by the TLB/MMU via kernel paging tables. Again, easy to understand for user-mode processes.
HOWEVER, what about kernel virtual addresses? For efficiency, would it not be simpler to direct-map these (and an identity mapping is indeed setup from PAGE_OFFSET onwards). But still, at runtime, the kernel virtual address must go via the TLB/MMU and get translated right??? Is this actually the case? Or is kernel virtual addr translation just an offset calculation?? (But how can that be, as we must go via hardware TLB/MMU?). As a simple example, lets consider:
char *kptr = kmalloc(1024, GFP_KERNEL);
Now kptr is a kernel virtual address.
I understand that virt_to_phys() can perform the offset calculation and return the physical DRAM address.
But, here's the Actual Question: it can't be done in this manner via software - that would be pathetically slow! So, back to my earlier point: it would have to be translated via hardware (TLB/MMU).
Is this actually the case??
Part 2:
Okay, lets say this is the case, and we do use paging in the kernel to do this, we must of course setup kernel paging tables; I understand it's rooted at swapper_pg_dir.
(I also understand that vmalloc() unlike kmalloc() is a special case- it's a pure virtual region that gets backed by physical frames only on page fault).
If (in Part 1) we do conclude that kernel virtual address translation is done via kernel paging tables, then how exactly does the kernel paging table (swapper_pg_dir) get "attached" or "mapped" to a user-mode process?? This should happen in the context-switch code? How? Where?
Eg.
On an x86_64, 2 processes A and B are alive, 1 cpu.
A is running, so it's higher-canonical addr
0xFFFF8000 00000000 through 0xFFFFFFFF FFFFFFFF "map" to the kernel segment, and it's lower-canonical addr
0x0 through 0x00007FFF FFFFFFFF map to it's private userspace.
Now, if we context-switch A->B, process B's lower-canonical region is unique But
it must "map" to the same kernel of course!
How exactly does this happen? How do we "auto" refer to the kernel paging table when
in kernel mode? Or is that a wrong statement?
Thanks for your patience, would really appreciate a well thought out answer!
First a bit of background.
This is an area where there is a lot of potential variation between
architectures, however the original poster has indicated he is mainly
interested in x86 and ARM, which share several characteristics:
no hardware segments or similar partitioning of the virtual address space (when used by Linux)
hardware page table walk
multiple page sizes
physically tagged caches (at least on modern ARMs)
So if we restrict ourselves to those systems it keeps things simpler.
Once the MMU is enabled, it is never normally turned off. So all CPU
addresses are virtual, and will be translated to physical addresses
using the MMU. The MMU will first look up the virtual address in the
TLB, and only if it doesn't find it in the TLB will it refer to the
page table - the TLB is a cache of the page table - and so we can
ignore the TLB for this discussion.
The page table
describes the entire virtual 32 or 64 bit address space, and includes
information like:
whether the virtual address is valid
which mode(s) the processor must be in for it to be valid
special attributes for things like memory mapped hardware registers
and the physical address to use
Linux divides the virtual address space into two: the lower portion is
used for user processes, and there is a different virtual to physical
mapping for each process. The upper portion is used for the kernel,
and the mapping is the same even when switching between different user
processes. This keep things simple, as an address is unambiguously in
user or kernel space, the page table doesn't need to be changed when
entering or leaving the kernel, and the kernel can simply dereference
pointers into user space for the
current user process. Typically on 32bit processors the split is 3G
user/1G kernel, although this can vary. Pages for the kernel portion
of the address space will be marked as accessible only when the processor
is in kernel mode to prevent them being accessible to user processes.
The portion of the kernel address space which is identity mapped to RAM
(kernel logical addresses) will be mapped using big pages when possible,
which may allow the page table to be smaller but more importantly
reduces the number of TLB misses.
When the kernel starts it creates a single page table for itself
(swapper_pg_dir) which just describes the kernel portion of the
virtual address space and with no mappings for the user portion of the
address space. Then every time a user process is created a new page
table will be generated for that process, the portion which describes
kernel memory will be the same in each of these page tables. This could be
done by copying all of the relevant portion of swapper_pg_dir, but
because page tables are normally a tree structures, the kernel is
frequently able to graft the portion of the tree which describes the
kernel address space from swapper_pg_dir into the page tables for each
user process by just copying a few entries in the upper layer of the
page table structure. As well as being more efficient in memory (and possibly
cache) usage, it makes it easier to keep the mappings consistent. This
is one of the reasons why the split between kernel and user virtual
address spaces can only occur at certain addresses.
To see how this is done for a particular architecture look at the
implementation of pgd_alloc(). For example ARM
(arch/arm/mm/pgd.c) uses:
pgd_t *pgd_alloc(struct mm_struct *mm)
{
...
init_pgd = pgd_offset_k(0);
memcpy(new_pgd + USER_PTRS_PER_PGD, init_pgd + USER_PTRS_PER_PGD,
(PTRS_PER_PGD - USER_PTRS_PER_PGD) * sizeof(pgd_t));
...
}
or
x86 (arch/x86/mm/pgtable.c) pgd_alloc() calls pgd_ctor():
static void pgd_ctor(struct mm_struct *mm, pgd_t *pgd)
{
/* If the pgd points to a shared pagetable level (either the
ptes in non-PAE, or shared PMD in PAE), then just copy the
references from swapper_pg_dir. */
...
clone_pgd_range(pgd + KERNEL_PGD_BOUNDARY,
swapper_pg_dir + KERNEL_PGD_BOUNDARY,
KERNEL_PGD_PTRS);
...
}
So, back to the original questions:
Part 1: Are kernel virtual addresses really translated by the TLB/MMU?
Yes.
Part 2: How is swapper_pg_dir "attached" to a user mode process.
All page tables (whether swapper_pg_dir or those for user processes)
have the same mappings for the portion used for kernel virtual
addresses. So as the kernel context switches between user processes,
changing the current page table, the mappings for the kernel portion
of the address space remain the same.
The kernel address space is mapped to a section of each process for example on 3:1 mapping after address 0xC0000000. If the user code try to access this address space it will generate a page fault and it is guarded by the kernel.
The kernel address space is divided into 2 parts, the logical address space and the virtual address space. It is defined by the constant VMALLOC_START. The CPU is using the MMU all the time, in user space and in kernel space (can't switch on/off).
The kernel virtual address space is mapped the same way as user space mapping. The logical address space is continuous and it is simple to translate it to physical so it can be done on demand using the MMU fault exception. That is the kernel is trying to access an address, the MMU generate fault , the fault handler map the page using macros __pa , __va and change the CPU pc register back to the previous instruction before the fault happened, now everything is ok. This process is actually platform dependent and in some hardware architectures it mapped the same way as user (because the kernel doesn't use a lot of memory).

global or local linear address space in Linux?

In linux, because the bases of segments are all 0, so the logical address coincide with the linear address (Book "Understanding the linux kernel"). I think the logical address of different process may be the same, so the linear address of different process may be the same and as each process view 4GB, each process will have its own linear address space (local address space). But some other articles says there is a large linear address space shared by all process, and the segment mechanism is used to map different process into different part of the linear address space. Sounds like a global linear address space with wider address bits. Where am I wrong? Or they are used in different architecture?
Each Linux process has its own address space; it is virtual memory. Different processes have different address spaces (but all the threads inside a process share the same address space).
You can get a map of process 1234 on Linux by reading /proc/1234/maps or from inside the process /proc/self/maps
Try the following commands
cat /proc/$$/maps
cat /proc/self/maps
and think about their output; the first command shows the memory map of your shell; the second one shows the memory map of the process running cat
The address space is set with execve(2) at program startup and changed with the mmap(2) and related syscalls.
An application interact with the kernel only thru syscalls. The kernel has a "different" address space, which you should not care about (unless you are coding inside the kernel).
Read also a good book like Advanced Unix Programming and/or Advanced Linux Programming
See also this explanation on syscalls.
Notice that segmented addressing is specific to i386 and is obsolete: most systems don't use it anymore. It has completely disappeared in 64 bits mode of x86-64. All Linux systems use a flat memory model
Please read carefully all the references.
Intel support 3 kinds of addresses:
logical address --(segment unit)---> linear address ---(paging unit)---> physical address
as you know, all kernel and user code access data or text thought virtual address (logical address in CPU). The address is translated into linear address as the following graph:
As linux implementation does not support the concept of linear addressing and the segments is only provided for permission control. Linux kernel configures each segment's offset value to zero. That is why you can't see the linear address in kernel and kernel directly use virtual address on paging units.
After getting the linear address, the MMU paging unit reference CR3 register to get base of paing table to generate physical address.
The same with cpu cache, the paging unit also has a TLB cache per CPU core to speed up the address translation that performed on memory.
Reference:
intel64 software developer's manual

program life in terms of paged segmentation memory

I have a confusing notion about the process of segmentation & paging in x86 linux machines. Will be glad if some clarify all the steps involved from the start to the end.
x86 uses paged segmentation memory technique for memory management.
Can any one please explain what happens from the moment an executable .elf format file is loaded from hard disk in to main memory to the time it dies. when compiled the executable has different sections in it (text, data, stack, heap, bss). how will this be loaded ? how will they be set up under paged segmentation memory technique.
Wanted to know how the page tables get set up for the loaded program ? Wanted to know how GDT table gets set up. how the registers are loaded ? and why it is said that logical addresses (the ones that are processed by segmentation unit of MMU are 48 bits (16 bits of segment selector + 32 bit offset) when it is a bit 32 bit machine. how will other 16 bits be stored ? any thing accessed from ram must be 32 bits or 4 bytes how does the rest of 16 bits be accessed (to be loaded into segment registers) ?
Thanks in advance. the question can have a lot of things. but wanted to get clarification about the entire life cycle of an executable. Will be glad if some answers and pulls up a discussion on this.
Unix traditionally has implemented protection via paging. 286+ provides segmentation, and 386+ provides paging. Everyone uses paging, few make any real use of segmentation.
In x86, every memory operand has an implicit segment (so the address is really 16 bit selector + 32 bit offset), depending on the register used. So if you access [ESP + 8] the implied segment register is SS, if you access [ESI] the implied segment register is DS, if you access [EDI+4] the implied segment register is ES,... You can override this via segment prefix overrides.
Linux, and virtually every modern x86 OS, uses a flat memory model (or something similar). Under a flat memory model each segment provides access to the whole memory, with a base of 0 and a limit of 4Gb, so you don't have to worry about the complications segmentation brings about. Basically there are 4 segments: kernelspace code (RX), kernelspace data (RW), userspace code (RX), userspace data (RW).
An ELF file consists of some headers that pont to "program segments" and "sections". Section are used for linking. Program segments are used for loading. Program segments are mapped into memory via mmap(), this setups page-table entries with appropriate permissions.
Now, older x86 CPUs' paging mechanism only provided RW access control (read permission implies execute permission), while segmentation provided RWX access control. The end permission takes into account both segmentation and paging (e.g: RW (data segment) + R (read only page) = R (read only), while RX (code segment) + R (read only page) = RX (read and execute)).
So there are some patches that provide execution prevention via segmentation: e.g. OpenWall provided a non-executable stack by shrinking the code segment (the one with execute permission), and having special emulation in the page fault handler for anything that needed execution from a high memory address (e.g: GCC trampolines, self-modified code created on the stack to efficiently implement nested functions).
There's no such thing as paged segmentation, not in the official documentation at least. There are two different mechanisms working together and more or less independently of each other:
Translation of a logical address of the form 16-bit segment selector value:16/32/64-bit segment offset value, that is, a pair of 2 numbers into a 32/64-bit virtual address.
Translation of the virtual address into a 32/64-bit physical address.
Logical addresses is what your applications operate directly with. Then follows the above 2-step translation of them into what the RAM will understand, physical addresses.
In the first step the GDT (or it can be LDT, depends on the selector value) is indexed by the selector to find the relevant segment's base address and size. The virtual address will be the sum of the segment base address and the offset. The segment size and other things in segment descriptors are needed to provide protection.
In the second step the page tables are indexed by different parts of the virtual address and the last indexed table in the hierarchy gives the final, physical address that goes out on the address bus for the RAM to see. Just like with segment descriptors, page table entries contain not only addresses but also protection control bits.
That's about it on the mechanisms.
Now, in many x86 OSes the segment selectors that are used for applications are fixed, they are the same in all of them, they never change and they point to segment descriptors that have base addresses equal to 0 and sizes equal to the possible maximum (e.g. 4GB in non-64-bit modes). Such a GDT setup effectively means that the first step does no useful work and the offset part of the logical address translates into numerically equal virtual address.
This makes the segment selector values practically useless. They still have to be loaded into the CPU's segment registers (in non-64-bit modes into at least CS, SS, DS and ES), but beyond that point they can be forgotten about.
This all (except Linux-related details and the ELF format) is explained in or directly follows from Intel's and AMD's x86 CPU manuals. You'll find many more details there.
Perhaps read the Assembly HOWTO. When a Linux process starts to execute an ELF executable using the execve system call, it is essentially (sort of) mmap-ing some segments (and initializing registers, and a tiny part of the stack). Read also the SVR4 x86 ABI supplement and its x86-64 variant. Don't forget that a Linux process only see memory mapping for its address space and only cares about virtual memory
There are many good books on Operating Systems (=O.S.) kernels, notably by A.Tanenbaum & by M.Bach, and some on the linux kernel
NB: segment registers are nearly (almost) unused on Linux.

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