xref: /cloud-hypervisor/README.md (revision 362f95c825efb8d0da58908e9c69e93784ca642d)

- [1. What is Cloud Hypervisor?](#1-what-is-cloud-hypervisor)
  - [Objectives](#objectives)
    - [High Level](#high-level)
    - [Architectures](#architectures)
    - [Guest OS](#guest-os)
- [2. Getting Started](#2-getting-started)
  - [Host OS](#host-os)
  - [Preparation](#preparation)
  - [Install prerequisites](#install-prerequisites)
  - [Clone and build](#clone-and-build)
    - [Containerized builds and tests](#containerized-builds-and-tests)
  - [Use Prebuilt Binaries](#use-prebuilt-binaries)
  - [Run](#run)
    - [Cloud image](#cloud-image)
    - [Custom kernel and disk image](#custom-kernel-and-disk-image)
      - [Building your kernel](#building-your-kernel)
      - [Disk image](#disk-image)
      - [Booting the guest VM](#booting-the-guest-vm)
- [3. Status](#3-status)
  - [Hot Plug](#hot-plug)
  - [Device Model](#device-model)
  - [TODO](#todo)
  - [Roadmap](#roadmap)
- [4. `rust-vmm` project dependency](#4-rust-vmm-project-dependency)
  - [Firecracker and crosvm](#firecracker-and-crosvm)
- [5. Community](#5-community)
  - [Contribute](#contribute)
  - [Slack](#slack)
  - [Mailing list](#mailing-list)
  - [Security issues](#security-issues)

# 1. What is Cloud Hypervisor?

Cloud Hypervisor is an open source Virtual Machine Monitor (VMM) that runs on
top of [KVM](https://www.kernel.org/doc/Documentation/virtual/kvm/api.txt)
hypervisor and Microsoft Hypervisor (MSHV).

The project focuses on exclusively running modern, cloud workloads, on top of
a limited set of hardware architectures and platforms. Cloud workloads refers
to those that are usually run by customers inside a cloud provider. For our
purposes this means modern operating systems with most I/O handled by
paravirtualised devices (i.e. virtio), no requirement for legacy devices, and
64-bit CPUs.

Cloud Hypervisor is implemented in [Rust](https://www.rust-lang.org/) and is
based on the [rust-vmm](https://github.com/rust-vmm) crates.

## Objectives

### High Level

- Runs on KVM or MSHV
- Minimal emulation
- Low latency
- Low memory footprint
- Low complexity
- High performance
- Small attack surface
- 64-bit support only
- CPU, memory, PCI hotplug
- Machine to machine migration

### Architectures

Cloud Hypervisor supports the `x86-64` and `AArch64` architectures. There are
some small differences in functionality between the two architectures
(see [#1125](https://github.com/cloud-hypervisor/cloud-hypervisor/issues/1125)).

### Guest OS

Cloud Hypervisor supports `64-bit Linux` and Windows 10/Windows Server 2019.

# 2. Getting Started

Below sections describe how to build and run Cloud Hypervisor on the `x86_64`
platform. For getting started on the `AArch64` platform, please refer to the
[Arm64 documentation](docs/arm64.md).

## Host OS

Based on required KVM functionality the minimum host kernel version is 4.11.
For adequate peformance the minimum recommended host kernel vesion is 5.6. The
majority of the CI currently tests with kernel version 5.15.

## Preparation

We create a folder to build and run `cloud-hypervisor` at `$HOME/cloud-hypervisor`

```shell
$ export CLOUDH=$HOME/cloud-hypervisor
$ mkdir $CLOUDH
```

## Install prerequisites

You need to install some prerequisite packages in order to build and test Cloud
Hypervisor. Here, all the steps are based on Ubuntu, for other Linux
distributions please replace the package manager and package name.

```shell
# Install build-essential, git, and qemu-utils
$ sudo apt install git build-essential qemu-utils
# Install rust tool chain
$ curl --proto '=https' --tlsv1.2 -sSf https://sh.rustup.rs | sh
# If you want to build statically linked binary please add musl target
$ rustup target add x86_64-unknown-linux-musl
```

## Clone and build

First you need to clone and build the cloud-hypervisor repo:

```shell
$ pushd $CLOUDH
$ git clone https://github.com/cloud-hypervisor/cloud-hypervisor.git
$ cd cloud-hypervisor
$ cargo build --release

# We need to give the cloud-hypervisor binary the NET_ADMIN capabilities for it to set TAP interfaces up on the host.
$ sudo setcap cap_net_admin+ep ./target/release/cloud-hypervisor

# If you want to build statically linked binary
$ cargo build --release --target=x86_64-unknown-linux-musl --all
$ popd
```

This will build a `cloud-hypervisor` binary under
`$CLOUDH/cloud-hypervisor/target/release/cloud-hypervisor`.

### Containerized builds and tests

If you want to build and test Cloud Hypervisor without having to install all the
required dependencies (The rust toolchain, cargo tools, etc), you can also use
Cloud Hypervisor's development script: `dev_cli.sh`. Please note that upon its
first invocation, this script will pull a fairly large container image.

For example, to build the Cloud Hypervisor release binary:

```shell
$ pushd $CLOUDH
$ cd cloud-hypervisor
$ ./scripts/dev_cli.sh build --release
```

With `dev_cli.sh`, one can also run the Cloud Hypervisor CI locally. This can be
very convenient for debugging CI errors without having to fully rely on the
Cloud Hypervisor CI infrastructure.

For example, to run the Cloud Hypervisor unit tests:

```shell
$ ./scripts/dev_cli.sh tests --unit
```

Run the `./scripts/dev_cli.sh --help` command to view all the supported
development script commands and their related options.

## Use Prebuilt Binaries

Cloud Hypervisor packages targeting some popular Linux distributions are available
thanks to the [Open Build Service](https://build.opensuse.org). The
[OBS README](https://github.com/cloud-hypervisor/obs-packaging) explains how to
enable the repository in a supported Linux distribution and install Cloud Hypervisor
and accompanying packages. Please report any packaging issues in the
[obs-packaging](https://github.com/cloud-hypervisor/obs-packaging) repository.

## Run

You can run a guest VM by either using an existing cloud image or booting into
your own kernel and disk image.

### Cloud image

Cloud Hypervisor supports booting disk images containing all needed
components to run cloud workloads, a.k.a. cloud images. To do that we rely on
the [Rust Hypervisor
Firmware](https://github.com/cloud-hypervisor/rust-hypervisor-firmware) project
to provide an ELF formatted KVM firmware for `cloud-hypervisor` to directly
boot into.

We need to get the latest `rust-hypervisor-firmware` release and also a working
cloud image. Here we will use a Ubuntu image:

```shell
$ pushd $CLOUDH
$ wget https://cloud-images.ubuntu.com/focal/current/focal-server-cloudimg-amd64.img
$ qemu-img convert -p -f qcow2 -O raw focal-server-cloudimg-amd64.img focal-server-cloudimg-amd64.raw
$ wget https://github.com/cloud-hypervisor/rust-hypervisor-firmware/releases/download/0.4.1/hypervisor-fw
$ popd
```

```shell
$ pushd $CLOUDH
$ sudo setcap cap_net_admin+ep ./cloud-hypervisor/target/release/cloud-hypervisor
$ ./cloud-hypervisor/target/release/cloud-hypervisor \
	--kernel ./hypervisor-fw \
	--disk path=focal-server-cloudimg-amd64.raw \
	--cpus boot=4 \
	--memory size=1024M \
	--net "tap=,mac=,ip=,mask="
$ popd
```

Multiple arguments can be given to the `--disk` parameter.

### Custom kernel and disk image

#### Building your kernel

Cloud Hypervisor also supports direct kernel boot into a `vmlinux` ELF kernel.
In order to support virtio-watchdog we have our own development branch. You are
of course able to use your own kernel but these instructions will continue with
the version that we develop and test against.

To build the kernel:

```shell

# Clone the Cloud Hypervisor Linux branch
$ pushd $CLOUDH
$ git clone --depth 1 https://github.com/cloud-hypervisor/linux.git -b ch-5.15.12 linux-cloud-hypervisor
$ pushd linux-cloud-hypervisor

# Use the cloud-hypervisor kernel config to build your kernel
$ cp $CLOUDH/cloud-hypervisor/resources/linux-config-x86_64 .config
$ KCFLAGS="-Wa,-mx86-used-note=no" make bzImage -j `nproc`
$ popd
```

The `vmlinux` kernel image will then be located at
`linux-cloud-hypervisor/arch/x86/boot/compressed/vmlinux.bin`.

#### Disk image

For the disk image, we will use a Ubuntu cloud image that contains a root
partition:

```shell
$ pushd $CLOUDH
$ wget https://cloud-images.ubuntu.com/focal/current/focal-server-cloudimg-amd64.img
$ qemu-img convert -p -f qcow2 -O raw focal-server-cloudimg-amd64.img focal-server-cloudimg-amd64.raw
$ popd
```

#### Booting the guest VM

Now we can directly boot into our custom kernel and make it use the Ubuntu root
partition. If we want to have 4 vCPUs and 1024 MBytes of memory:

```shell
$ pushd $CLOUDH
$ sudo setcap cap_net_admin+ep ./cloud-hypervisor/target/release/cloud-hypervisor
$ ./cloud-hypervisor/target/release/cloud-hypervisor \
	--kernel ./linux-cloud-hypervisor/arch/x86/boot/compressed/vmlinux.bin \
	--disk path=focal-server-cloudimg-amd64.raw \
	--cmdline "console=hvc0 root=/dev/vda1 rw" \
	--cpus boot=4 \
	--memory size=1024M \
	--net "tap=,mac=,ip=,mask="
```

The above example use the `virtio-console` device as the guest console, and this
device may not be enabled soon enough by the guest kernel to get early kernel
debug messages.

When in need for earlier debug messages, using the legacy serial device based
console is preferred:

```
$ ./cloud-hypervisor/target/release/cloud-hypervisor \
	--kernel ./linux-cloud-hypervisor/arch/x86/boot/compressed/vmlinux.bin \
	--console off \
	--serial tty \
	--disk path=focal-server-cloudimg-amd64.raw \
	--cmdline "console=ttyS0 root=/dev/vda1 rw" \
	--cpus boot=4 \
	--memory size=1024M \
	--net "tap=,mac=,ip=,mask="
```

# 3. Status

Cloud Hypervisor is under active development. The following stability guarantees
are currently made:

* The API (including command line options) will not be removed or changed in a
  breaking way without a minimum of 2 major releases notice. Where possible
  warnings will be given about the use of deprecated functionality and the
  deprecations will be documented in the release notes.

* Point releases will be made between individual releases where there are
  substantial bug fixes or security issues that need to be fixed. These point
  releases will only include bug fixes.

Currently the following items are **not** guaranteed across updates:

* Snapshot/restore is not supported across different versions
* Live migration is not supported across different versions
* The following features are considered experimental and may change
  substantially between releases: TDX, vfio-user, vDPA.

As of 2022-04-05, the following cloud images are supported:

- [Ubuntu Bionic](https://cloud-images.ubuntu.com/bionic/current/) (cloudimg)
- [Ubuntu Focal](https://cloud-images.ubuntu.com/focal/current/) (cloudimg)
- [Ubuntu Jammy](https://cloud-images.ubuntu.com/jammy/current/) (cloudimg)

Direct kernel boot to userspace should work with a rootfs from most
distributions.

Further details can be found in the [release documentation](docs/releases.md).

## Hot Plug

Cloud Hypervisor supports hotplug of CPUs, passthrough devices (VFIO),
`virtio-{net,block,pmem,fs,vsock}` and memory resizing. This
[document](docs/hotplug.md) details how to add devices to a running VM.

## Device Model

Details of the device model can be found in this
[documentation](docs/device_model.md).

## TODO

We are not tracking the Cloud Hypervisor TODO list from a specific git tracked
file but through
[github issues](https://github.com/cloud-hypervisor/cloud-hypervisor/issues/new)
instead.

## Roadmap

The project roadmap is tracked through a [GitHub project](https://github.com/orgs/cloud-hypervisor/projects/6).

# 4. `rust-vmm` project dependency

In order to satisfy the design goal of having a high-performance,
security-focused hypervisor the decision was made to use the
[Rust](https://www.rust-lang.org/) programming language. The language's strong
focus on memory and thread safety makes it an ideal candidate for implementing
VMMs.

Instead of implementing the VMM components from scratch, Cloud Hypervisor is
importing the [rust-vmm](https://github.com/rust-vmm) crates, and sharing code
and architecture together with other VMMs like e.g. Amazon's
[Firecracker](https://firecracker-microvm.github.io/) and Google's
[crosvm](https://chromium.googlesource.com/chromiumos/platform/crosvm/).

Cloud Hypervisor embraces the rust-vmm project goals, which is to be able to
share and re-use as many virtualization crates as possible. As such, the Cloud
Hypervisor relationship with the rust-vmm project is twofold:

1. It will use as much of the rust-vmm code as possible. Any new rust-vmm crate
   that's relevant to the project goals will be integrated as soon as possible.
2. As it is likely that the rust-vmm project will lack some of the features that
   Cloud Hypervisor needs (e.g. ACPI, VFIO, vhost-user, etc), we will be using
   the Cloud Hypervisor VMM to implement and test them, and contribute them back
   to the rust-vmm project.

## Firecracker and crosvm

A large part of the Cloud Hypervisor code is based on either the Firecracker or
the crosvm projects implementations. Both of these are VMMs written in Rust with
a focus on safety and security, like Cloud Hypervisor.

However we want to emphasize that the Cloud Hypervisor project is neither a fork
nor a reimplementation of any of those projects. The goals and use cases we're
trying to meet are different. We're aiming at supporting cloud workloads, i.e.
those modern, full Linux distribution images currently being run by Cloud
Service Provider (CSP) tenants.

Our primary target is not to support client or serverless use cases, and as such
our code base already diverges from the crosvm and Firecracker ones. As we add
more features to support our use cases, we believe that the divergence will
increase while at the same time sharing as much of the fundamental
virtualization code through the rust-vmm project crates as possible.

# 5. Community

The Cloud Hypervisor project follows the governance, and community guidelines
described in the [Community](https://github.com/cloud-hypervisor/community)
repository.

## Contribute

We are working on building a global, diverse and collaborative community around
the Cloud Hypervisor project. Anyone who is interested in
[contributing](CONTRIBUTING.md) to the project is welcome to participate.

We believe that contributing to a open source project like Cloud Hypervisor
covers a lot more than just sending code. Testing, documentation, pull request
reviews, bug reports, feature requests, project improvement suggestions, etc,
are all equal and welcome means of contribution. See the
[CONTRIBUTING](CONTRIBUTING.md) document for more details.

## Slack

Get an [invite to our Slack channel](https://join.slack.com/t/cloud-hypervisor/shared_invite/enQtNjY3MTE3MDkwNDQ4LWQ1MTA1ZDVmODkwMWQ1MTRhYzk4ZGNlN2UwNTI3ZmFlODU0OTcwOWZjMTkwZDExYWE3YjFmNzgzY2FmNDAyMjI)
and [join us on Slack](https://cloud-hypervisor.slack.com/).

## Mailing list

Please report bugs using the [GitHub issue
tracker](https://github.com/cloud-hypervisor/cloud-hypervisor/issues) but for
broader community discussions you may use our [mailing
list](https://lists.cloudhypervisor.org/g/dev/).

## Security issues

Please contact the maintainers listed in the MAINTAINERS.md file with security issues.