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 .. SPDX-License-Identifier: GPL-2.0
 
 ==========================
 Page Table Isolation (PTI)
 ==========================
 
 Overview
 ========
 
 Page Table Isolation (pti, previously known as KAISER [1]_) is a
 countermeasure against attacks on the shared user/kernel address
 space such as the "Meltdown" approach [2]_.
 
 To mitigate this class of attacks, we create an independent set of
 page tables for use only when running userspace applications.  When
 the kernel is entered via syscalls, interrupts or exceptions, the
 page tables are switched to the full "kernel" copy.  When the system
 switches back to user mode, the user copy is used again.
 
 The userspace page tables contain only a minimal amount of kernel
 data: only what is needed to enter/exit the kernel such as the
 entry/exit functions themselves and the interrupt descriptor table
 (IDT).  There are a few strictly unnecessary things that get mapped
 such as the first C function when entering an interrupt (see
 comments in pti.c).
 
 This approach helps to ensure that side-channel attacks leveraging
 the paging structures do not function when PTI is enabled.  It can be
 enabled by setting CONFIG_PAGE_TABLE_ISOLATION=y at compile time.
 Once enabled at compile-time, it can be disabled at boot with the
 'nopti' or 'pti=' kernel parameters (see kernel-parameters.txt).
 
 Page Table Management
 =====================
 
 When PTI is enabled, the kernel manages two sets of page tables.
 The first set is very similar to the single set which is present in
 kernels without PTI.  This includes a complete mapping of userspace
 that the kernel can use for things like copy_to_user().
 
 Although _complete_, the user portion of the kernel page tables is
 crippled by setting the NX bit in the top level.  This ensures
 that any missed kernel->user CR3 switch will immediately crash
 userspace upon executing its first instruction.
 
 The userspace page tables map only the kernel data needed to enter
 and exit the kernel.  This data is entirely contained in the 'struct
 cpu_entry_area' structure which is placed in the fixmap which gives
 each CPU's copy of the area a compile-time-fixed virtual address.
 
 For new userspace mappings, the kernel makes the entries in its
 page tables like normal.  The only difference is when the kernel
 makes entries in the top (PGD) level.  In addition to setting the
 entry in the main kernel PGD, a copy of the entry is made in the
 userspace page tables' PGD.
 
 This sharing at the PGD level also inherently shares all the lower
 layers of the page tables.  This leaves a single, shared set of
 userspace page tables to manage.  One PTE to lock, one set of
 accessed bits, dirty bits, etc...
 
 Overhead
 ========
 
 Protection against side-channel attacks is important.  But,
 this protection comes at a cost:
 
 1. Increased Memory Use
 
   a. Each process now needs an order-1 PGD instead of order-0.
      (Consumes an additional 4k per process).
   b. The 'cpu_entry_area' structure must be 2MB in size and 2MB
      aligned so that it can be mapped by setting a single PMD
      entry.  This consumes nearly 2MB of RAM once the kernel
      is decompressed, but no space in the kernel image itself.
 
 2. Runtime Cost
 
   a. CR3 manipulation to switch between the page table copies
      must be done at interrupt, syscall, and exception entry
      and exit (it can be skipped when the kernel is interrupted,
      though.)  Moves to CR3 are on the order of a hundred
      cycles, and are required at every entry and exit.
   b. A "trampoline" must be used for SYSCALL entry.  This
      trampoline depends on a smaller set of resources than the
      non-PTI SYSCALL entry code, so requires mapping fewer
      things into the userspace page tables.  The downside is
      that stacks must be switched at entry time.
   c. Global pages are disabled for all kernel structures not
      mapped into both kernel and userspace page tables.  This
      feature of the MMU allows different processes to share TLB
      entries mapping the kernel.  Losing the feature means more
      TLB misses after a context switch.  The actual loss of
      performance is very small, however, never exceeding 1%.
   d. Process Context IDentifiers (PCID) is a CPU feature that
      allows us to skip flushing the entire TLB when switching page
      tables by setting a special bit in CR3 when the page tables
      are changed.  This makes switching the page tables (at context
      switch, or kernel entry/exit) cheaper.  But, on systems with
      PCID support, the context switch code must flush both the user
      and kernel entries out of the TLB.  The user PCID TLB flush is
      deferred until the exit to userspace, minimizing the cost.
      See intel.com/sdm for the gory PCID/INVPCID details.
   e. The userspace page tables must be populated for each new
      process.  Even without PTI, the shared kernel mappings
      are created by copying top-level (PGD) entries into each
      new process.  But, with PTI, there are now *two* kernel
      mappings: one in the kernel page tables that maps everything
      and one for the entry/exit structures.  At fork(), we need to
      copy both.
   f. In addition to the fork()-time copying, there must also
      be an update to the userspace PGD any time a set_pgd() is done
      on a PGD used to map userspace.  This ensures that the kernel
      and userspace copies always map the same userspace
      memory.
   g. On systems without PCID support, each CR3 write flushes
      the entire TLB.  That means that each syscall, interrupt
      or exception flushes the TLB.
   h. INVPCID is a TLB-flushing instruction which allows flushing
      of TLB entries for non-current PCIDs.  Some systems support
      PCIDs, but do not support INVPCID.  On these systems, addresses
      can only be flushed from the TLB for the current PCID.  When
      flushing a kernel address, we need to flush all PCIDs, so a
      single kernel address flush will require a TLB-flushing CR3
      write upon the next use of every PCID.
 
 Possible Future Work
 ====================
 1. We can be more careful about not actually writing to CR3
    unless its value is actually changed.
 2. Allow PTI to be enabled/disabled at runtime in addition to the
    boot-time switching.
 
 Testing
 ========
 
 To test stability of PTI, the following test procedure is recommended,
 ideally doing all of these in parallel:
 
 1. Set CONFIG_DEBUG_ENTRY=y
 2. Run several copies of all of the tools/testing/selftests/x86/ tests
    (excluding MPX and protection_keys) in a loop on multiple CPUs for
    several minutes.  These tests frequently uncover corner cases in the
    kernel entry code.  In general, old kernels might cause these tests
    themselves to crash, but they should never crash the kernel.
 3. Run the 'perf' tool in a mode (top or record) that generates many
    frequent performance monitoring non-maskable interrupts (see "NMI"
    in /proc/interrupts).  This exercises the NMI entry/exit code which
    is known to trigger bugs in code paths that did not expect to be
    interrupted, including nested NMIs.  Using "-c" boosts the rate of
    NMIs, and using two -c with separate counters encourages nested NMIs
    and less deterministic behavior.
    ::
 
         while true; do perf record -c 10000 -e instructions,cycles -a sleep 10; done
 
 4. Launch a KVM virtual machine.
 5. Run 32-bit binaries on systems supporting the SYSCALL instruction.
    This has been a lightly-tested code path and needs extra scrutiny.
 
 Debugging
 =========
 
 Bugs in PTI cause a few different signatures of crashes
 that are worth noting here.
 
  * Failures of the selftests/x86 code.  Usually a bug in one of the
    more obscure corners of entry_64.S
  * Crashes in early boot, especially around CPU bringup.  Bugs
    in the trampoline code or mappings cause these.
  * Crashes at the first interrupt.  Caused by bugs in entry_64.S,
    like screwing up a page table switch.  Also caused by
    incorrectly mapping the IRQ handler entry code.
  * Crashes at the first NMI.  The NMI code is separate from main
    interrupt handlers and can have bugs that do not affect
    normal interrupts.  Also caused by incorrectly mapping NMI
    code.  NMIs that interrupt the entry code must be very
    careful and can be the cause of crashes that show up when
    running perf.
  * Kernel crashes at the first exit to userspace.  entry_64.S
    bugs, or failing to map some of the exit code.
  * Crashes at first interrupt that interrupts userspace. The paths
    in entry_64.S that return to userspace are sometimes separate
    from the ones that return to the kernel.
  * Double faults: overflowing the kernel stack because of page
    faults upon page faults.  Caused by touching non-pti-mapped
    data in the entry code, or forgetting to switch to kernel
    CR3 before calling into C functions which are not pti-mapped.
  * Userspace segfaults early in boot, sometimes manifesting
    as mount(8) failing to mount the rootfs.  These have
    tended to be TLB invalidation issues.  Usually invalidating
    the wrong PCID, or otherwise missing an invalidation.
 
 .. [1] https://gruss.cc/files/kaiser.pdf
 .. [2] https://meltdownattack.com/meltdown.pdf

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