ftrace/docs: Add documentation on how to use ftrace from within the kernel

With the coming removal of jprobes, using ftrace callbacks is one of the
utilities that replace the jprobes functionality. Having a document that
explains how to use ftrace as such will help in the transition from jprobes
to ftrace. This document is for kernel developers that require attaching a
callback to a function within the kernel.

Link: http://lkml.kernel.org/r/150724519527.5014.10207042218696587159.stgit@devbox

Signed-off-by: Steven Rostedt (VMware) <rostedt@goodmis.org>
[jc: fixed one formatting issue that broke the docs build]
Signed-off-by: Jonathan Corbet <corbet@lwn.net>

1 files changed, 293 insertions, 0 deletions

diff --git a/Documentation/trace/ftrace-uses.rst b/Documentation/trace/ftrace-uses.rst
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+=================================
+Using ftrace to hook to functions
+=================================
+
+.. Copyright 2017 VMware Inc.
+..   Author:   Steven Rostedt <srostedt@goodmis.org>
+..  License:   The GNU Free Documentation License, Version 1.2
+..               (dual licensed under the GPL v2)
+
+Written for: 4.14
+
+Introduction
+============
+
+The ftrace infrastructure was originially created to attach callbacks to the
+beginning of functions in order to record and trace the flow of the kernel.
+But callbacks to the start of a function can have other use cases. Either
+for live kernel patching, or for security monitoring. This document describes
+how to use ftrace to implement your own function callbacks.
+
+
+The ftrace context
+==================
+
+WARNING: The ability to add a callback to almost any function within the
+kernel comes with risks. A callback can be called from any context
+(normal, softirq, irq, and NMI). Callbacks can also be called just before
+going to idle, during CPU bring up and takedown, or going to user space.
+This requires extra care to what can be done inside a callback. A callback
+can be called outside the protective scope of RCU.
+
+The ftrace infrastructure has some protections agains recursions and RCU
+but one must still be very careful how they use the callbacks.
+
+
+The ftrace_ops structure
+========================
+
+To register a function callback, a ftrace_ops is required. This structure
+is used to tell ftrace what function should be called as the callback
+as well as what protections the callback will perform and not require
+ftrace to handle.
+
+There is only one field that is needed to be set when registering
+an ftrace_ops with ftrace::
+
+.. code-block: c
+
+ struct ftrace_ops ops = {
+       .func			= my_callback_func,
+       .flags			= MY_FTRACE_FLAGS
+       .private			= any_private_data_structure,
+ };
+
+Both .flags and .private are optional. Only .func is required.
+
+To enable tracing call::
+
+.. c:function::  register_ftrace_function(&ops);
+
+To disable tracing call::
+
+.. c:function::  unregister_ftrace_function(&ops);
+
+The above is defined by including the header::
+
+.. c:function:: #include <linux/ftrace.h>
+
+The registered callback will start being called some time after the
+register_ftrace_function() is called and before it returns. The exact time
+that callbacks start being called is dependent upon architecture and scheduling
+of services. The callback itself will have to handle any synchronization if it
+must begin at an exact moment.
+
+The unregister_ftrace_function() will guarantee that the callback is
+no longer being called by functions after the unregister_ftrace_function()
+returns. Note that to perform this guarantee, the unregister_ftrace_function()
+may take some time to finish.
+
+
+The callback function
+=====================
+
+The prototype of the callback function is as follows (as of v4.14)::
+
+.. code-block: c
+
+ void callback_func(unsigned long ip, unsigned long parent_ip,
+		    struct ftrace_ops *op, struct pt_regs *regs);
+
+@ip
+	 This is the instruction pointer of the function that is being traced.
+      	 (where the fentry or mcount is within the function)
+
+@parent_ip
+	This is the instruction pointer of the function that called the
+	the function being traced (where the call of the function occurred).
+
+@op
+	This is a pointer to ftrace_ops that was used to register the callback.
+	This can be used to pass data to the callback via the private pointer.
+
+@regs
+	If the FTRACE_OPS_FL_SAVE_REGS or FTRACE_OPS_FL_SAVE_REGS_IF_SUPPORTED
+	flags are set in the ftrace_ops structure, then this will be pointing
+	to the pt_regs structure like it would be if an breakpoint was placed
+	at the start of the function where ftrace was tracing. Otherwise it
+	either contains garbage, or NULL.
+
+
+The ftrace FLAGS
+================
+
+The ftrace_ops flags are all defined and documented in include/linux/ftrace.h.
+Some of the flags are used for internal infrastructure of ftrace, but the
+ones that users should be aware of are the following:
+
+FTRACE_OPS_FL_SAVE_REGS
+	If the callback requires reading or modifying the pt_regs
+	passed to the callback, then it must set this flag. Registering
+	a ftrace_ops with this flag set on an architecture that does not
+	support passing of pt_regs to the callback will fail.
+
+FTRACE_OPS_FL_SAVE_REGS_IF_SUPPORTED
+	Similar to SAVE_REGS but the registering of a
+	ftrace_ops on an architecture that does not support passing of regs
+	will not fail with this flag set. But the callback must check if
+	regs is NULL or not to determine if the architecture supports it.
+
+FTRACE_OPS_FL_RECURSION_SAFE
+	By default, a wrapper is added around the callback to
+	make sure that recursion of the function does not occur. That is,
+	if a function that is called as a result of the callback's execution
+	is also traced, ftrace will prevent the callback from being called
+	again. But this wrapper adds some overhead, and if the callback is
+	safe from recursion, it can set this flag to disable the ftrace
+	protection.
+
+	Note, if this flag is set, and recursion does occur, it could cause
+	the system to crash, and possibly reboot via a triple fault.
+
+	It is OK if another callback traces a function that is called by a
+	callback that is marked recursion safe. Recursion safe callbacks
+	must never trace any function that are called by the callback
+	itself or any nested functions that those functions call.
+
+	If this flag is set, it is possible that the callback will also
+	be called with preemption enabled (when CONFIG_PREEMPT is set),
+	but this is not guaranteed.
+
+FTRACE_OPS_FL_IPMODIFY
+	Requires FTRACE_OPS_FL_SAVE_REGS set. If the callback is to "hijack"
+	the traced function (have another function called instead of the
+	traced function), it requires setting this flag. This is what live
+	kernel patches uses. Without this flag the pt_regs->ip can not be
+	modified.
+
+	Note, only one ftrace_ops with FTRACE_OPS_FL_IPMODIFY set may be
+	registered to any given function at a time.
+
+FTRACE_OPS_FL_RCU
+	If this is set, then the callback will only be called by functions
+	where RCU is "watching". This is required if the callback function
+	performs any rcu_read_lock() operation.
+
+	RCU stops watching when the system goes idle, the time when a CPU
+	is taken down and comes back online, and when entering from kernel
+	to user space and back to kernel space. During these transitions,
+	a callback may be executed and RCU synchronization will not protect
+	it.
+
+
+Filtering which functions to trace
+==================================
+
+If a callback is only to be called from specific functions, a filter must be
+set up. The filters are added by name, or ip if it is known.
+
+.. code-block: c
+
+ int ftrace_set_filter(struct ftrace_ops *ops, unsigned char *buf,
+		       int len, int reset);
+
+@ops
+	The ops to set the filter with
+
+@buf
+	The string that holds the function filter text.
+@len
+	The length of the string.
+
+@reset
+	Non-zero to reset all filters before applying this filter.
+
+Filters denote which functions should be enabled when tracing is enabled.
+If @buf is NULL and reset is set, all functions will be enabled for tracing.
+
+The @buf can also be a glob expression to enable all functions that
+match a specific pattern.
+
+See Filter Commands in :file:`Documentation/trace/ftrace.txt`.
+
+To just trace the schedule function::
+
+.. code-block: c
+
+ ret = ftrace_set_filter(&ops, "schedule", strlen("schedule"), 0);
+
+To add more functions, call the ftrace_set_filter() more than once with the
+@reset parameter set to zero. To remove the current filter set and replace it
+with new functions defined by @buf, have @reset be non-zero.
+
+To remove all the filtered functions and trace all functions::
+
+.. code-block: c
+
+  ret = ftrace_set_filter(&ops, NULL, 0, 1);
+
+
+Sometimes more than one function has the same name. To trace just a specific
+function in this case, ftrace_set_filter_ip() can be used.
+
+.. code-block: c
+
+ ret = ftrace_set_filter_ip(&ops, ip, 0, 0);
+
+Although the ip must be the address where the call to fentry or mcount is
+located in the function. This function is used by perf and kprobes that
+gets the ip address from the user (usually using debug info from the kernel).
+
+If a glob is used to set the filter, functions can be added to a "notrace"
+list that will prevent those functions from calling the callback.
+The "notrace" list takes precedence over the "filter" list. If the
+two lists are non-empty and contain the same functions, the callback will not
+be called by any function.
+
+An empty "notrace" list means to allow all functions defined by the filter
+to be traced.
+
+.. code-block: c
+
+  int ftrace_set_notrace(struct ftrace_ops *ops, unsigned char *buf,
+			 int len, int reset);
+
+This takes the same parameters as ftrace_set_filter() but will add the
+functions it finds to not be traced. This is a separate list from the
+filter list, and this function does not modify the filter list.
+
+A non-zero @reset will clear the "notrace" list before adding functions
+that match @buf to it.
+
+Clearing the "notrace" list is the same as clearing the filter list
+
+.. code-block: c
+
+  ret = ftrace_set_notrace(&ops, NULL, 0, 1);
+
+The filter and notrace lists may be changed at any time. If only a set of
+functions should call the callback, it is best to set the filters before
+registering the callback. But the changes may also happen after the callback
+has been registered.
+
+If a filter is in place, and the @reset is non-zero, and @buf contains a
+matching glob to functions, the switch will happen during the time of
+the ftrace_set_filter() call. At no time will all functions call the callback.
+
+.. code-block: c
+
+	ftrace_set_filter(&ops, "schedule", strlen("schedule"), 1);
+
+	register_ftrace_function(&ops);
+
+	msleep(10);
+
+	ftrace_set_filter(&ops, "try_to_wake_up", strlen("try_to_wake_up"), 1);
+
+is not the same as:
+
+.. code-block: c
+
+	ftrace_set_filter(&ops, "schedule", strlen("schedule"), 1);
+
+	register_ftrace_function(&ops);
+
+	msleep(10);
+
+	ftrace_set_filter(&ops, NULL, 0, 1);
+
+	ftrace_set_filter(&ops, "try_to_wake_up", strlen("try_to_wake_up"), 0);
+
+As the latter will have a short time where all functions will call
+the callback, between the time of the reset, and the time of the
+new setting of the filter.