xref: /linux/Documentation/filesystems/overlayfs.rst (revision 3a2c4d55e32ad65efebdb6de44eef3bfa08bb49d)
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