1.. SPDX-License-Identifier: GPL-2.0 2 3Written by: Neil Brown 4Please see MAINTAINERS file for where to send questions. 5 6Overlay Filesystem 7================== 8 9This document describes a prototype for a new approach to providing 10overlay-filesystem functionality in Linux (sometimes referred to as 11union-filesystems). An overlay-filesystem tries to present a 12filesystem which is the result of overlaying one filesystem on top 13of the other. 14 15 16Overlay objects 17--------------- 18 19The overlay filesystem approach is 'hybrid', because the objects that 20appear in the filesystem do not always appear to belong to that filesystem. 21In many cases, an object accessed in the union will be indistinguishable 22from accessing the corresponding object from the original filesystem. 23This is most obvious from the 'st_dev' field returned by stat(2). 24 25While directories will report an st_dev from the overlay-filesystem, 26non-directory objects may report an st_dev from the lower filesystem or 27upper filesystem that is providing the object. Similarly st_ino will 28only be unique when combined with st_dev, and both of these can change 29over the lifetime of a non-directory object. Many applications and 30tools ignore these values and will not be affected. 31 32In the special case of all overlay layers on the same underlying 33filesystem, all objects will report an st_dev from the overlay 34filesystem and st_ino from the underlying filesystem. This will 35make the overlay mount more compliant with filesystem scanners and 36overlay objects will be distinguishable from the corresponding 37objects in the original filesystem. 38 39On 64bit systems, even if all overlay layers are not on the same 40underlying filesystem, the same compliant behavior could be achieved 41with the "xino" feature. The "xino" feature composes a unique object 42identifier from the real object st_ino and an underlying fsid number. 43The "xino" feature uses the high inode number bits for fsid, because the 44underlying filesystems rarely use the high inode number bits. In case 45the underlying inode number does overflow into the high xino bits, overlay 46filesystem will fall back to the non xino behavior for that inode. 47 48The "xino" feature can be enabled with the "-o xino=on" overlay mount option. 49If all underlying filesystems support NFS file handles, the value of st_ino 50for overlay filesystem objects is not only unique, but also persistent over 51the lifetime of the filesystem. The "-o xino=auto" overlay mount option 52enables the "xino" feature only if the persistent st_ino requirement is met. 53 54The following table summarizes what can be expected in different overlay 55configurations. 56 57Inode properties 58```````````````` 59 60+--------------+------------+------------+-----------------+----------------+ 61|Configuration | Persistent | Uniform | st_ino == d_ino | d_ino == i_ino | 62| | st_ino | st_dev | | [*] | 63+==============+=====+======+=====+======+========+========+========+=======+ 64| | dir | !dir | dir | !dir | dir | !dir | dir | !dir | 65+--------------+-----+------+-----+------+--------+--------+--------+-------+ 66| All layers | Y | Y | Y | Y | Y | Y | Y | Y | 67| on same fs | | | | | | | | | 68+--------------+-----+------+-----+------+--------+--------+--------+-------+ 69| Layers not | N | N | Y | N | N | Y | N | Y | 70| on same fs, | | | | | | | | | 71| xino=off | | | | | | | | | 72+--------------+-----+------+-----+------+--------+--------+--------+-------+ 73| xino=on/auto | Y | Y | Y | Y | Y | Y | Y | Y | 74+--------------+-----+------+-----+------+--------+--------+--------+-------+ 75| xino=on/auto,| N | N | Y | N | N | Y | N | Y | 76| ino overflow | | | | | | | | | 77+--------------+-----+------+-----+------+--------+--------+--------+-------+ 78 79[*] nfsd v3 readdirplus verifies d_ino == i_ino. i_ino is exposed via several 80/proc files, such as /proc/locks and /proc/self/fdinfo/<fd> of an inotify 81file descriptor. 82 83Upper and Lower 84--------------- 85 86An overlay filesystem combines two filesystems - an 'upper' filesystem 87and a 'lower' filesystem. When a name exists in both filesystems, the 88object in the 'upper' filesystem is visible while the object in the 89'lower' filesystem is either hidden or, in the case of directories, 90merged with the 'upper' object. 91 92It would be more correct to refer to an upper and lower 'directory 93tree' rather than 'filesystem' as it is quite possible for both 94directory trees to be in the same filesystem and there is no 95requirement that the root of a filesystem be given for either upper or 96lower. 97 98A wide range of filesystems supported by Linux can be the lower filesystem, 99but not all filesystems that are mountable by Linux have the features 100needed for OverlayFS to work. The lower filesystem does not need to be 101writable. The lower filesystem can even be another overlayfs. The upper 102filesystem will normally be writable and if it is it must support the 103creation of trusted.* and/or user.* extended attributes, and must provide 104valid d_type in readdir responses, so NFS is not suitable. 105 106A read-only overlay of two read-only filesystems may use any 107filesystem type. 108 109Directories 110----------- 111 112Overlaying mainly involves directories. If a given name appears in both 113upper and lower filesystems and refers to a non-directory in either, 114then the lower object is hidden - the name refers only to the upper 115object. 116 117Where both upper and lower objects are directories, a merged directory 118is formed. 119 120At mount time, the two directories given as mount options "lowerdir" and 121"upperdir" are combined into a merged directory:: 122 123 mount -t overlay overlay -olowerdir=/lower,upperdir=/upper,\ 124 workdir=/work /merged 125 126The "workdir" needs to be a directory on the same filesystem as upperdir. 127 128Then whenever a lookup is requested in such a merged directory, the 129lookup is performed in each actual directory and the combined result 130is cached in the dentry belonging to the overlay filesystem. If both 131actual lookups find directories, both are stored and a merged 132directory is created, otherwise only one is stored: the upper if it 133exists, else the lower. 134 135Only the lists of names from directories are merged. Other content 136such as metadata and extended attributes are reported for the upper 137directory only. These attributes of the lower directory are hidden. 138 139whiteouts and opaque directories 140-------------------------------- 141 142In order to support rm and rmdir without changing the lower 143filesystem, an overlay filesystem needs to record in the upper filesystem 144that files have been removed. This is done using whiteouts and opaque 145directories (non-directories are always opaque). 146 147A whiteout is created as a character device with 0/0 device number or 148as a zero-size regular file with the xattr "trusted.overlay.whiteout". 149 150When a whiteout is found in the upper level of a merged directory, any 151matching name in the lower level is ignored, and the whiteout itself 152is also hidden. 153 154A directory is made opaque by setting the xattr "trusted.overlay.opaque" 155to "y". Where the upper filesystem contains an opaque directory, any 156directory in the lower filesystem with the same name is ignored. 157 158An opaque directory should not contain any whiteouts, because they do not 159serve any purpose. A merge directory containing regular files with the xattr 160"trusted.overlay.whiteout", should be additionally marked by setting the xattr 161"trusted.overlay.opaque" to "x" on the merge directory itself. 162This is needed to avoid the overhead of checking the "trusted.overlay.whiteout" 163on all entries during readdir in the common case. 164 165readdir 166------- 167 168When a 'readdir' request is made on a merged directory, the upper and 169lower directories are each read and the name lists merged in the 170obvious way (upper is read first, then lower - entries that already 171exist are not re-added). This merged name list is cached in the 172'struct file' and so remains as long as the file is kept open. If the 173directory is opened and read by two processes at the same time, they 174will each have separate caches. A seekdir to the start of the 175directory (offset 0) followed by a readdir will cause the cache to be 176discarded and rebuilt. 177 178This means that changes to the merged directory do not appear while a 179directory is being read. This is unlikely to be noticed by many 180programs. 181 182seek offsets are assigned sequentially when the directories are read. 183Thus if: 184 185 - read part of a directory 186 - remember an offset, and close the directory 187 - re-open the directory some time later 188 - seek to the remembered offset 189 190there may be little correlation between the old and new locations in 191the list of filenames, particularly if anything has changed in the 192directory. 193 194Readdir on directories that are not merged is simply handled by the 195underlying directory (upper or lower). 196 197renaming directories 198-------------------- 199 200When renaming a directory that is on the lower layer or merged (i.e. the 201directory was not created on the upper layer to start with) overlayfs can 202handle it in two different ways: 203 2041. return EXDEV error: this error is returned by rename(2) when trying to 205 move a file or directory across filesystem boundaries. Hence 206 applications are usually prepared to handle this error (mv(1) for example 207 recursively copies the directory tree). This is the default behavior. 208 2092. If the "redirect_dir" feature is enabled, then the directory will be 210 copied up (but not the contents). Then the "trusted.overlay.redirect" 211 extended attribute is set to the path of the original location from the 212 root of the overlay. Finally the directory is moved to the new 213 location. 214 215There are several ways to tune the "redirect_dir" feature. 216 217Kernel config options: 218 219- OVERLAY_FS_REDIRECT_DIR: 220 If this is enabled, then redirect_dir is turned on by default. 221- OVERLAY_FS_REDIRECT_ALWAYS_FOLLOW: 222 If this is enabled, then redirects are always followed by default. Enabling 223 this results in a less secure configuration. Enable this option only when 224 worried about backward compatibility with kernels that have the redirect_dir 225 feature and follow redirects even if turned off. 226 227Module options (can also be changed through /sys/module/overlay/parameters/): 228 229- "redirect_dir=BOOL": 230 See OVERLAY_FS_REDIRECT_DIR kernel config option above. 231- "redirect_always_follow=BOOL": 232 See OVERLAY_FS_REDIRECT_ALWAYS_FOLLOW kernel config option above. 233- "redirect_max=NUM": 234 The maximum number of bytes in an absolute redirect (default is 256). 235 236Mount options: 237 238- "redirect_dir=on": 239 Redirects are enabled. 240- "redirect_dir=follow": 241 Redirects are not created, but followed. 242- "redirect_dir=nofollow": 243 Redirects are not created and not followed. 244- "redirect_dir=off": 245 If "redirect_always_follow" is enabled in the kernel/module config, 246 this "off" translates to "follow", otherwise it translates to "nofollow". 247 248When the NFS export feature is enabled, every copied up directory is 249indexed by the file handle of the lower inode and a file handle of the 250upper directory is stored in a "trusted.overlay.upper" extended attribute 251on the index entry. On lookup of a merged directory, if the upper 252directory does not match the file handle stores in the index, that is an 253indication that multiple upper directories may be redirected to the same 254lower directory. In that case, lookup returns an error and warns about 255a possible inconsistency. 256 257Because lower layer redirects cannot be verified with the index, enabling 258NFS export support on an overlay filesystem with no upper layer requires 259turning off redirect follow (e.g. "redirect_dir=nofollow"). 260 261 262Non-directories 263--------------- 264 265Objects that are not directories (files, symlinks, device-special 266files etc.) are presented either from the upper or lower filesystem as 267appropriate. When a file in the lower filesystem is accessed in a way 268that requires write-access, such as opening for write access, changing 269some metadata etc., the file is first copied from the lower filesystem 270to the upper filesystem (copy_up). Note that creating a hard-link 271also requires copy_up, though of course creation of a symlink does 272not. 273 274The copy_up may turn out to be unnecessary, for example if the file is 275opened for read-write but the data is not modified. 276 277The copy_up process first makes sure that the containing directory 278exists in the upper filesystem - creating it and any parents as 279necessary. It then creates the object with the same metadata (owner, 280mode, mtime, symlink-target etc.) and then if the object is a file, the 281data is copied from the lower to the upper filesystem. Finally any 282extended attributes are copied up. 283 284Once the copy_up is complete, the overlay filesystem simply 285provides direct access to the newly created file in the upper 286filesystem - future operations on the file are barely noticed by the 287overlay filesystem (though an operation on the name of the file such as 288rename or unlink will of course be noticed and handled). 289 290 291Permission model 292---------------- 293 294An overlay filesystem stashes credentials that will be used when 295accessing lower or upper filesystems. 296 297In the old mount api the credentials of the task calling mount(2) are 298stashed. In the new mount api the credentials of the task creating the 299superblock through FSCONFIG_CMD_CREATE command of fsconfig(2) are 300stashed. 301 302Starting with kernel v6.15 it is possible to use the "override_creds" 303mount option which will cause the credentials of the calling task to be 304recorded. Note that "override_creds" is only meaningful when used with 305the new mount api as the old mount api combines setting options and 306superblock creation in a single mount(2) syscall. 307 308Permission checking in the overlay filesystem follows these principles: 309 310 1) permission check SHOULD return the same result before and after copy up 311 312 2) task creating the overlay mount MUST NOT gain additional privileges 313 314 3) task[*] MAY gain additional privileges through the overlay, 315 compared to direct access on underlying lower or upper filesystems 316 317This is achieved by performing two permission checks on each access: 318 319 a) check if current task is allowed access based on local DAC (owner, 320 group, mode and posix acl), as well as MAC checks 321 322 b) check if stashed credentials would be allowed real operation on lower or 323 upper layer based on underlying filesystem permissions, again including 324 MAC checks 325 326Check (a) ensures consistency (1) since owner, group, mode and posix acls 327are copied up. On the other hand it can result in server enforced 328permissions (used by NFS, for example) being ignored (3). 329 330Check (b) ensures that no task gains permissions to underlying layers that 331the stashed credentials do not have (2). This also means that it is possible 332to create setups where the consistency rule (1) does not hold; normally, 333however, the stashed credentials will have sufficient privileges to 334perform all operations. 335 336Another way to demonstrate this model is drawing parallels between:: 337 338 mount -t overlay overlay -olowerdir=/lower,upperdir=/upper,... /merged 339 340and:: 341 342 cp -a /lower /upper 343 mount --bind /upper /merged 344 345The resulting access permissions should be the same. The difference is in 346the time of copy (on-demand vs. up-front). 347 348 349Idmapped mounts 350--------------- 351 352The overlay mount itself can be turned into an idmapped mount by applying an 353idmapping to it with mount_setattr(2) and MOUNT_ATTR_IDMAP, just like for 354other filesystems that support idmapped mounts. 355 356The mount idmapping only changes how ownership and permissions of the overlay 357inodes are presented to and interpreted for the caller. It does not change 358how overlayfs accesses the underlying layers: those are still accessed with 359the stashed mounter's credentials through their own mounts, which may 360themselves be idmapped. The overlay mount idmapping and any layer idmapping 361compose, an underlying id is first mapped according to the relevant layer 362idmapping and then according to the overlay mount idmapping. 363 364 365Multiple lower layers 366--------------------- 367 368Multiple lower layers can now be given using the colon (":") as a 369separator character between the directory names. For example:: 370 371 mount -t overlay overlay -olowerdir=/lower1:/lower2:/lower3 /merged 372 373As the example shows, "upperdir=" and "workdir=" may be omitted. In 374that case the overlay will be read-only. 375 376The specified lower directories will be stacked beginning from the 377rightmost one and going left. In the above example lower1 will be the 378top, lower2 the middle and lower3 the bottom layer. 379 380Note: directory names containing colons can be provided as lower layer by 381escaping the colons with a single backslash. For example:: 382 383 mount -t overlay overlay -olowerdir=/a\:lower\:\:dir /merged 384 385Since kernel version v6.8, directory names containing colons can also 386be configured as lower layer using the "lowerdir+" mount options and the 387fsconfig syscall from new mount api. For example:: 388 389 fsconfig(fs_fd, FSCONFIG_SET_STRING, "lowerdir+", "/a:lower::dir", 0); 390 391In the latter case, colons in lower layer directory names will be escaped 392as an octal characters (\072) when displayed in /proc/self/mountinfo. 393 394Metadata only copy up 395--------------------- 396 397When the "metacopy" feature is enabled, overlayfs will only copy 398up metadata (as opposed to whole file), when a metadata specific operation 399like chown/chmod is performed. An upper file in this state is marked with 400"trusted.overlayfs.metacopy" xattr which indicates that the upper file 401contains no data. The data will be copied up later when file is opened for 402WRITE operation. After the lower file's data is copied up, 403the "trusted.overlayfs.metacopy" xattr is removed from the upper file. 404 405In other words, this is delayed data copy up operation and data is copied 406up when there is a need to actually modify data. 407 408There are multiple ways to enable/disable this feature. A config option 409CONFIG_OVERLAY_FS_METACOPY can be set/unset to enable/disable this feature 410by default. Or one can enable/disable it at module load time with module 411parameter metacopy=on/off. Lastly, there is also a per mount option 412metacopy=on/off to enable/disable this feature per mount. 413 414Do not use metacopy=on with untrusted upper/lower directories. Otherwise 415it is possible that an attacker can create a handcrafted file with 416appropriate REDIRECT and METACOPY xattrs, and gain access to file on lower 417pointed by REDIRECT. This should not be possible on local system as setting 418"trusted." xattrs will require CAP_SYS_ADMIN. But it should be possible 419for untrusted layers like from a pen drive. 420 421Note: redirect_dir={off|nofollow|follow[*]} and nfs_export=on mount options 422conflict with metacopy=on, and will result in an error. 423 424[*] redirect_dir=follow only conflicts with metacopy=on if upperdir=... is 425given. 426 427 428Data-only lower layers 429---------------------- 430 431With "metacopy" feature enabled, an overlayfs regular file may be a composition 432of information from up to three different layers: 433 434 1) metadata from a file in the upper layer 435 436 2) st_ino and st_dev object identifier from a file in a lower layer 437 438 3) data from a file in another lower layer (further below) 439 440The "lower data" file can be on any lower layer, except from the top most 441lower layer. 442 443Below the topmost lower layer, any number of lowermost layers may be defined 444as "data-only" lower layers, using double colon ("::") separators. 445A normal lower layer is not allowed to be below a data-only layer, so single 446colon separators are not allowed to the right of double colon ("::") separators. 447 448 449For example:: 450 451 mount -t overlay overlay -olowerdir=/l1:/l2:/l3::/do1::/do2 /merged 452 453The paths of files in the "data-only" lower layers are not visible in the 454merged overlayfs directories and the metadata and st_ino/st_dev of files 455in the "data-only" lower layers are not visible in overlayfs inodes. 456 457Only the data of the files in the "data-only" lower layers may be visible 458when a "metacopy" file in one of the lower layers above it, has a "redirect" 459to the absolute path of the "lower data" file in the "data-only" lower layer. 460 461Instead of explicitly enabling "metacopy=on" it is sufficient to specify at 462least one data-only layer to enable redirection of data to a data-only layer. 463In this case other forms of metacopy are rejected. Note: this way, data-only 464layers may be used together with "userxattr", in which case careful attention 465must be given to privileges needed to change the "user.overlay.redirect" xattr 466to prevent misuse. 467 468Since kernel version v6.8, "data-only" lower layers can also be added using 469the "datadir+" mount options and the fsconfig syscall from new mount api. 470For example:: 471 472 fsconfig(fs_fd, FSCONFIG_SET_STRING, "lowerdir+", "/l1", 0); 473 fsconfig(fs_fd, FSCONFIG_SET_STRING, "lowerdir+", "/l2", 0); 474 fsconfig(fs_fd, FSCONFIG_SET_STRING, "lowerdir+", "/l3", 0); 475 fsconfig(fs_fd, FSCONFIG_SET_STRING, "datadir+", "/do1", 0); 476 fsconfig(fs_fd, FSCONFIG_SET_STRING, "datadir+", "/do2", 0); 477 478 479Specifying layers via file descriptors 480-------------------------------------- 481 482Since kernel v6.13, overlayfs supports specifying layers via file descriptors in 483addition to specifying them as paths. This feature is available for the 484"datadir+", "lowerdir+", "upperdir", and "workdir+" mount options with the 485fsconfig syscall from the new mount api:: 486 487 fsconfig(fs_fd, FSCONFIG_SET_FD, "lowerdir+", NULL, fd_lower1); 488 fsconfig(fs_fd, FSCONFIG_SET_FD, "lowerdir+", NULL, fd_lower2); 489 fsconfig(fs_fd, FSCONFIG_SET_FD, "lowerdir+", NULL, fd_lower3); 490 fsconfig(fs_fd, FSCONFIG_SET_FD, "datadir+", NULL, fd_data1); 491 fsconfig(fs_fd, FSCONFIG_SET_FD, "datadir+", NULL, fd_data2); 492 fsconfig(fs_fd, FSCONFIG_SET_FD, "workdir", NULL, fd_work); 493 fsconfig(fs_fd, FSCONFIG_SET_FD, "upperdir", NULL, fd_upper); 494 495 496fs-verity support 497----------------- 498 499During metadata copy up of a lower file, if the source file has 500fs-verity enabled and overlay verity support is enabled, then the 501digest of the lower file is added to the "trusted.overlay.metacopy" 502xattr. This is then used to verify the content of the lower file 503each the time the metacopy file is opened. 504 505When a layer containing verity xattrs is used, it means that any such 506metacopy file in the upper layer is guaranteed to match the content 507that was in the lower at the time of the copy-up. If at any time 508(during a mount, after a remount, etc) such a file in the lower is 509replaced or modified in any way, access to the corresponding file in 510overlayfs will result in EIO errors (either on open, due to overlayfs 511digest check, or from a later read due to fs-verity) and a detailed 512error is printed to the kernel logs. For more details of how fs-verity 513file access works, see :ref:`Documentation/filesystems/fsverity.rst 514<accessing_verity_files>`. 515 516Verity can be used as a general robustness check to detect accidental 517changes in the overlayfs directories in use. But, with additional care 518it can also give more powerful guarantees. For example, if the upper 519layer is fully trusted (by using dm-verity or something similar), then 520an untrusted lower layer can be used to supply validated file content 521for all metacopy files. If additionally the untrusted lower 522directories are specified as "Data-only", then they can only supply 523such file content, and the entire mount can be trusted to match the 524upper layer. 525 526This feature is controlled by the "verity" mount option, which 527supports these values: 528 529- "off": 530 The metacopy digest is never generated or used. This is the 531 default if verity option is not specified. 532- "on": 533 Whenever a metacopy file specifies an expected digest, the 534 corresponding data file must match the specified digest. When 535 generating a metacopy file the verity digest will be set in it 536 based on the source file (if it has one). 537- "require": 538 Same as "on", but additionally all metacopy files must specify a 539 digest (or EIO is returned on open). This means metadata copy up 540 will only be used if the data file has fs-verity enabled, 541 otherwise a full copy-up is used. 542 543Sharing and copying layers 544-------------------------- 545 546Lower layers may be shared among several overlay mounts and that is indeed 547a very common practice. An overlay mount may use the same lower layer 548path as another overlay mount and it may use a lower layer path that is 549beneath or above the path of another overlay lower layer path. 550 551Using an upper layer path and/or a workdir path that are already used by 552another overlay mount is not allowed and may fail with EBUSY. Using 553partially overlapping paths is not allowed and may fail with EBUSY. 554If files are accessed from two overlayfs mounts which share or overlap the 555upper layer and/or workdir path, the behavior of the overlay is undefined, 556though it will not result in a crash or deadlock. 557 558Mounting an overlay using an upper layer path, where the upper layer path 559was previously used by another mounted overlay in combination with a 560different lower layer path, is allowed, unless the "index" or "metacopy" 561features are enabled. 562 563With the "index" feature, on the first time mount, an NFS file 564handle of the lower layer root directory, along with the UUID of the lower 565filesystem, are encoded and stored in the "trusted.overlay.origin" extended 566attribute on the upper layer root directory. On subsequent mount attempts, 567the lower root directory file handle and lower filesystem UUID are compared 568to the stored origin in upper root directory. On failure to verify the 569lower root origin, mount will fail with ESTALE. An overlayfs mount with 570"index" enabled will fail with EOPNOTSUPP if the lower filesystem 571does not support NFS export, lower filesystem does not have a valid UUID or 572if the upper filesystem does not support extended attributes. 573 574For the "metacopy" feature, there is no verification mechanism at 575mount time. So if same upper is mounted with different set of lower, mount 576probably will succeed but expect the unexpected later on. So don't do it. 577 578It is quite a common practice to copy overlay layers to a different 579directory tree on the same or different underlying filesystem, and even 580to a different machine. With the "index" feature, trying to mount 581the copied layers will fail the verification of the lower root file handle. 582 583Nesting overlayfs mounts 584------------------------ 585 586It is possible to use a lower directory that is stored on an overlayfs 587mount. For regular files this does not need any special care. However, files 588that have overlayfs attributes, such as whiteouts or "overlay.*" xattrs, will 589be interpreted by the underlying overlayfs mount and stripped out. In order to 590allow the second overlayfs mount to see the attributes they must be escaped. 591 592Overlayfs specific xattrs are escaped by using a special prefix of 593"overlay.overlay.". So, a file with a "trusted.overlay.overlay.metacopy" xattr 594in the lower dir will be exposed as a regular file with a 595"trusted.overlay.metacopy" xattr in the overlayfs mount. This can be nested by 596repeating the prefix multiple time, as each instance only removes one prefix. 597 598A lower dir with a regular whiteout will always be handled by the overlayfs 599mount, so to support storing an effective whiteout file in an overlayfs mount an 600alternative form of whiteout is supported. This form is a regular, zero-size 601file with the "overlay.whiteout" xattr set, inside a directory with the 602"overlay.opaque" xattr set to "x" (see `whiteouts and opaque directories`_). 603These alternative whiteouts are never created by overlayfs, but can be used by 604userspace tools (like containers) that generate lower layers. 605These alternative whiteouts can be escaped using the standard xattr escape 606mechanism in order to properly nest to any depth. 607 608Non-standard behavior 609--------------------- 610 611Current version of overlayfs can act as a mostly POSIX compliant 612filesystem. 613 614This is the list of cases that overlayfs doesn't currently handle: 615 616 a) POSIX mandates updating st_atime for reads. This is currently not 617 done in the case when the file resides on a lower layer. 618 619 b) If a file residing on a lower layer is opened for read-only and then 620 memory mapped with MAP_SHARED, then subsequent changes to the file are not 621 reflected in the memory mapping. 622 623 c) If a file residing on a lower layer is being executed, then opening that 624 file for write or truncating the file will not be denied with ETXTBSY. 625 626The following options allow overlayfs to act more like a standards 627compliant filesystem: 628 629redirect_dir 630```````````` 631 632Enabled with the mount option or module option: "redirect_dir=on" or with 633the kernel config option CONFIG_OVERLAY_FS_REDIRECT_DIR=y. 634 635If this feature is disabled, then rename(2) on a lower or merged directory 636will fail with EXDEV ("Invalid cross-device link"). 637 638index 639````` 640 641Enabled with the mount option or module option "index=on" or with the 642kernel config option CONFIG_OVERLAY_FS_INDEX=y. 643 644If this feature is disabled and a file with multiple hard links is copied 645up, then this will "break" the link. Changes will not be propagated to 646other names referring to the same inode. 647 648xino 649```` 650 651Enabled with the mount option "xino=auto" or "xino=on", with the module 652option "xino_auto=on" or with the kernel config option 653CONFIG_OVERLAY_FS_XINO_AUTO=y. Also implicitly enabled by using the same 654underlying filesystem for all layers making up the overlay. 655 656If this feature is disabled or the underlying filesystem doesn't have 657enough free bits in the inode number, then overlayfs will not be able to 658guarantee that the values of st_ino and st_dev returned by stat(2) and the 659value of d_ino returned by readdir(3) will act like on a normal filesystem. 660E.g. the value of st_dev may be different for two objects in the same 661overlay filesystem and the value of st_ino for filesystem objects may not be 662persistent and could change even while the overlay filesystem is mounted, as 663summarized in the `Inode properties`_ table above. 664 665 666Changes to underlying filesystems 667--------------------------------- 668 669Changes to the underlying filesystems while part of a mounted overlay 670filesystem are not allowed. If the underlying filesystem is changed, 671the behavior of the overlay is undefined, though it will not result in 672a crash or deadlock. 673 674Offline changes, when the overlay is not mounted, are allowed to the 675upper tree. Offline changes to the lower tree are only allowed if the 676"metacopy", "index", "xino" and "redirect_dir" features 677have not been used. If the lower tree is modified and any of these 678features has been used, the behavior of the overlay is undefined, 679though it will not result in a crash or deadlock. 680 681When the overlay NFS export feature is enabled, overlay filesystems 682behavior on offline changes of the underlying lower layer is different 683than the behavior when NFS export is disabled. 684 685On every copy_up, an NFS file handle of the lower inode, along with the 686UUID of the lower filesystem, are encoded and stored in an extended 687attribute "trusted.overlay.origin" on the upper inode. 688 689When the NFS export feature is enabled, a lookup of a merged directory, 690that found a lower directory at the lookup path or at the path pointed 691to by the "trusted.overlay.redirect" extended attribute, will verify 692that the found lower directory file handle and lower filesystem UUID 693match the origin file handle that was stored at copy_up time. If a 694found lower directory does not match the stored origin, that directory 695will not be merged with the upper directory. 696 697 698 699NFS export 700---------- 701 702When the underlying filesystems supports NFS export and the "nfs_export" 703feature is enabled, an overlay filesystem may be exported to NFS. 704 705With the "nfs_export" feature, on copy_up of any lower object, an index 706entry is created under the index directory. The index entry name is the 707hexadecimal representation of the copy up origin file handle. For a 708non-directory object, the index entry is a hard link to the upper inode. 709For a directory object, the index entry has an extended attribute 710"trusted.overlay.upper" with an encoded file handle of the upper 711directory inode. 712 713When encoding a file handle from an overlay filesystem object, the 714following rules apply: 715 716 1. For a non-upper object, encode a lower file handle from lower inode 717 2. For an indexed object, encode a lower file handle from copy_up origin 718 3. For a pure-upper object and for an existing non-indexed upper object, 719 encode an upper file handle from upper inode 720 721The encoded overlay file handle includes: 722 723 - Header including path type information (e.g. lower/upper) 724 - UUID of the underlying filesystem 725 - Underlying filesystem encoding of underlying inode 726 727This encoding format is identical to the encoding format file handles that 728are stored in extended attribute "trusted.overlay.origin". 729 730When decoding an overlay file handle, the following steps are followed: 731 732 1. Find underlying layer by UUID and path type information. 733 2. Decode the underlying filesystem file handle to underlying dentry. 734 3. For a lower file handle, lookup the handle in index directory by name. 735 4. If a whiteout is found in index, return ESTALE. This represents an 736 overlay object that was deleted after its file handle was encoded. 737 5. For a non-directory, instantiate a disconnected overlay dentry from the 738 decoded underlying dentry, the path type and index inode, if found. 739 6. For a directory, use the connected underlying decoded dentry, path type 740 and index, to lookup a connected overlay dentry. 741 742Decoding a non-directory file handle may return a disconnected dentry. 743copy_up of that disconnected dentry will create an upper index entry with 744no upper alias. 745 746When overlay filesystem has multiple lower layers, a middle layer 747directory may have a "redirect" to lower directory. Because middle layer 748"redirects" are not indexed, a lower file handle that was encoded from the 749"redirect" origin directory, cannot be used to find the middle or upper 750layer directory. Similarly, a lower file handle that was encoded from a 751descendant of the "redirect" origin directory, cannot be used to 752reconstruct a connected overlay path. To mitigate the cases of 753directories that cannot be decoded from a lower file handle, these 754directories are copied up on encode and encoded as an upper file handle. 755On an overlay filesystem with no upper layer this mitigation cannot be 756used NFS export in this setup requires turning off redirect follow (e.g. 757"redirect_dir=nofollow"). 758 759The overlay filesystem does not support non-directory connectable file 760handles, so exporting with the 'subtree_check' exportfs configuration will 761cause failures to lookup files over NFS. 762 763When the NFS export feature is enabled, all directory index entries are 764verified on mount time to check that upper file handles are not stale. 765This verification may cause significant overhead in some cases. 766 767Note: the mount options index=off,nfs_export=on are conflicting for a 768read-write mount and will result in an error. 769 770Note: the mount option uuid=off can be used to replace UUID of the underlying 771filesystem in file handles with null, in order to relax the UUID checks. This 772can be useful in case the underlying disk is copied and the UUID of this copy 773is changed. This is only applicable if all lower directories are on 774the same filesystem, otherwise it will fallback to normal behaviour. 775 776 777UUID and fsid 778------------- 779 780The UUID of overlayfs instance itself and the fsid reported by statfs(2) are 781controlled by the "uuid" mount option, which supports these values: 782 783- "null": 784 UUID of overlayfs is null. fsid is taken from upper most filesystem. 785- "off": 786 UUID of overlayfs is null. fsid is taken from upper most filesystem. 787 UUID of underlying layers is ignored and null used instead. 788- "on": 789 UUID of overlayfs is generated and used to report a unique fsid. 790 UUID is stored in xattr "trusted.overlay.uuid", making overlayfs fsid 791 unique and persistent. This option requires an overlayfs with upper 792 filesystem that supports xattrs. 793- "auto": (default) 794 UUID is taken from xattr "trusted.overlay.uuid" if it exists. 795 Upgrade to "uuid=on" on first time mount of new overlay filesystem that 796 meets the prerequisites. 797 Downgrade to "uuid=null" for existing overlay filesystems that were never 798 mounted with "uuid=on". 799 800 801Durability and copy up 802---------------------- 803 804The fsync(2) system call ensures that the data and metadata of a file 805are safely written to the backing storage, which is expected to 806guarantee the existence of the information post system crash. 807 808Without an fsync(2) call, there is no guarantee that the observed 809data after a system crash will be either the old or the new data, but 810in practice, the observed data after crash is often the old or new data 811or a mix of both. 812 813When an overlayfs file is modified for the first time, copy up will 814create a copy of the lower file and its parent directories in the upper 815layer. Since the Linux filesystem API does not enforce any particular 816ordering on storing changes without explicit fsync(2) calls, in case 817of a system crash, the upper file could end up with no data at all 818(i.e. zeros), which would be an unusual outcome. To avoid this 819experience, overlayfs calls fsync(2) on the upper file before completing 820data copy up with rename(2) or link(2) to make the copy up "atomic". 821 822By default, overlayfs does not explicitly call fsync(2) on copied up 823directories or on metadata-only copy up, so it provides no guarantee to 824persist the user's modification unless the user calls fsync(2). 825The fsync during copy up only guarantees that if a copy up is observed 826after a crash, the observed data is not zeroes or intermediate values 827from the copy up staging area. 828 829On traditional local filesystems with a single journal (e.g. ext4, xfs), 830fsync on a file also persists the parent directory changes, because they 831are usually modified in the same transaction, so metadata durability during 832data copy up effectively comes for free. Overlayfs further limits risk by 833disallowing network filesystems as upper layer. 834 835Overlayfs can be tuned to prefer performance or durability when storing 836to the underlying upper layer. This is controlled by the "fsync" mount 837option, which supports these values: 838 839- "auto": (default) 840 Call fsync(2) on upper file before completion of data copy up. 841 No explicit fsync(2) on directory or metadata-only copy up. 842- "strict": 843 Call fsync(2) on upper file and directories before completion of any 844 copy up. 845- "volatile": [*] 846 Prefer performance over durability (see `Volatile mount`_) 847 848[*] The mount option "volatile" is an alias to "fsync=volatile". 849 850 851Volatile mount 852-------------- 853 854This is enabled with the "volatile" mount option. Volatile mounts are not 855guaranteed to survive a crash. It is strongly recommended that volatile 856mounts are only used if data written to the overlay can be recreated 857without significant effort. 858 859The advantage of mounting with the "volatile" option is that all forms of 860sync calls to the upper filesystem are omitted. 861 862In order to avoid giving a false sense of safety, the syncfs (and fsync) 863semantics of volatile mounts are slightly different than that of the rest of 864VFS. If any writeback error occurs on the upperdir's filesystem after a 865volatile mount takes place, all sync functions will return an error. Once this 866condition is reached, the filesystem will not recover, and every subsequent sync 867call will return an error, even if the upperdir has not experienced a new error 868since the last sync call. 869 870When overlay is mounted with "volatile" option, the directory 871"$workdir/work/incompat/volatile" is created. During next mount, overlay 872checks for this directory and refuses to mount if present. This is a strong 873indicator that the user should discard upper and work directories and create 874fresh ones. In very limited cases where the user knows that the system has 875not crashed and contents of upperdir are intact, the "volatile" directory 876can be removed. 877 878 879User xattr 880---------- 881 882The "-o userxattr" mount option forces overlayfs to use the 883"user.overlay." xattr namespace instead of "trusted.overlay.". This is 884useful for unprivileged mounting of overlayfs. 885 886 887Testsuite 888--------- 889 890There's a testsuite originally developed by David Howells and currently 891maintained by Amir Goldstein at: 892 893https://github.com/amir73il/unionmount-testsuite.git 894 895Run as root:: 896 897 # cd unionmount-testsuite 898 # ./run --ov --verify 899