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Daniel Borkmann e3118e8359 net: tcp: add DCTCP congestion control algorithm
This work adds the DataCenter TCP (DCTCP) congestion control
algorithm [1], which has been first published at SIGCOMM 2010 [2],
resp. follow-up analysis at SIGMETRICS 2011 [3] (and also, more
recently as an informational IETF draft available at [4]).

DCTCP is an enhancement to the TCP congestion control algorithm for
data center networks. Typical data center workloads are i.e.
i) partition/aggregate (queries; bursty, delay sensitive), ii) short
messages e.g. 50KB-1MB (for coordination and control state; delay
sensitive), and iii) large flows e.g. 1MB-100MB (data update;
throughput sensitive). DCTCP has therefore been designed for such
environments to provide/achieve the following three requirements:

  * High burst tolerance (incast due to partition/aggregate)
  * Low latency (short flows, queries)
  * High throughput (continuous data updates, large file
    transfers) with commodity, shallow buffered switches

The basic idea of its design consists of two fundamentals: i) on the
switch side, packets are being marked when its internal queue
length > threshold K (K is chosen so that a large enough headroom
for marked traffic is still available in the switch queue); ii) the
sender/host side maintains a moving average of the fraction of marked
packets, so each RTT, F is being updated as follows:

 F := X / Y, where X is # of marked ACKs, Y is total # of ACKs
 alpha := (1 - g) * alpha + g * F, where g is a smoothing constant

The resulting alpha (iow: probability that switch queue is congested)
is then being used in order to adaptively decrease the congestion
window W:

 W := (1 - (alpha / 2)) * W

The means for receiving marked packets resp. marking them on switch
side in DCTCP is the use of ECN.

RFC3168 describes a mechanism for using Explicit Congestion Notification
from the switch for early detection of congestion, rather than waiting
for segment loss to occur.

However, this method only detects the presence of congestion, not
the *extent*. In the presence of mild congestion, it reduces the TCP
congestion window too aggressively and unnecessarily affects the
throughput of long flows [4].

DCTCP, as mentioned, enhances Explicit Congestion Notification (ECN)
processing to estimate the fraction of bytes that encounter congestion,
rather than simply detecting that some congestion has occurred. DCTCP
then scales the TCP congestion window based on this estimate [4],
thus it can derive multibit feedback from the information present in
the single-bit sequence of marks in its control law. And thus act in
*proportion* to the extent of congestion, not its *presence*.

Switches therefore set the Congestion Experienced (CE) codepoint in
packets when internal queue lengths exceed threshold K. Resulting,
DCTCP delivers the same or better throughput than normal TCP, while
using 90% less buffer space.

It was found in [2] that DCTCP enables the applications to handle 10x
the current background traffic, without impacting foreground traffic.
Moreover, a 10x increase in foreground traffic did not cause any
timeouts, and thus largely eliminates TCP incast collapse problems.

The algorithm itself has already seen deployments in large production
data centers since then.

We did a long-term stress-test and analysis in a data center, short
summary of our TCP incast tests with iperf compared to cubic:

This test measured DCTCP throughput and latency and compared it with
CUBIC throughput and latency for an incast scenario. In this test, 19
senders sent at maximum rate to a single receiver. The receiver simply
ran iperf -s.

The senders ran iperf -c <receiver> -t 30. All senders started
simultaneously (using local clocks synchronized by ntp).

This test was repeated multiple times. Below shows the results from a
single test. Other tests are similar. (DCTCP results were extremely
consistent, CUBIC results show some variance induced by the TCP timeouts
that CUBIC encountered.)

For this test, we report statistics on the number of TCP timeouts,
flow throughput, and traffic latency.

1) Timeouts (total over all flows, and per flow summaries):

            CUBIC            DCTCP
  Total     3227             25
  Mean       169.842          1.316
  Median     183              1
  Max        207              5
  Min        123              0
  Stddev      28.991          1.600

Timeout data is taken by measuring the net change in netstat -s
"other TCP timeouts" reported. As a result, the timeout measurements
above are not restricted to the test traffic, and we believe that it
is likely that all of the "DCTCP timeouts" are actually timeouts for
non-test traffic. We report them nevertheless. CUBIC will also include
some non-test timeouts, but they are drawfed by bona fide test traffic
timeouts for CUBIC. Clearly DCTCP does an excellent job of preventing
TCP timeouts. DCTCP reduces timeouts by at least two orders of
magnitude and may well have eliminated them in this scenario.

2) Throughput (per flow in Mbps):

            CUBIC            DCTCP
  Mean      521.684          521.895
  Median    464              523
  Max       776              527
  Min       403              519
  Stddev    105.891            2.601
  Fairness    0.962            0.999

Throughput data was simply the average throughput for each flow
reported by iperf. By avoiding TCP timeouts, DCTCP is able to
achieve much better per-flow results. In CUBIC, many flows
experience TCP timeouts which makes flow throughput unpredictable and
unfair. DCTCP, on the other hand, provides very clean predictable
throughput without incurring TCP timeouts. Thus, the standard deviation
of CUBIC throughput is dramatically higher than the standard deviation
of DCTCP throughput.

Mean throughput is nearly identical because even though cubic flows
suffer TCP timeouts, other flows will step in and fill the unused
bandwidth. Note that this test is something of a best case scenario
for incast under CUBIC: it allows other flows to fill in for flows
experiencing a timeout. Under situations where the receiver is issuing
requests and then waiting for all flows to complete, flows cannot fill
in for timed out flows and throughput will drop dramatically.

3) Latency (in ms):

            CUBIC            DCTCP
  Mean      4.0088           0.04219
  Median    4.055            0.0395
  Max       4.2              0.085
  Min       3.32             0.028
  Stddev    0.1666           0.01064

Latency for each protocol was computed by running "ping -i 0.2
<receiver>" from a single sender to the receiver during the incast
test. For DCTCP, "ping -Q 0x6 -i 0.2 <receiver>" was used to ensure
that traffic traversed the DCTCP queue and was not dropped when the
queue size was greater than the marking threshold. The summary
statistics above are over all ping metrics measured between the single
sender, receiver pair.

The latency results for this test show a dramatic difference between
CUBIC and DCTCP. CUBIC intentionally overflows the switch buffer
which incurs the maximum queue latency (more buffer memory will lead
to high latency.) DCTCP, on the other hand, deliberately attempts to
keep queue occupancy low. The result is a two orders of magnitude
reduction of latency with DCTCP - even with a switch with relatively
little RAM. Switches with larger amounts of RAM will incur increasing
amounts of latency for CUBIC, but not for DCTCP.

4) Convergence and stability test:

This test measured the time that DCTCP took to fairly redistribute
bandwidth when a new flow commences. It also measured DCTCP's ability
to remain stable at a fair bandwidth distribution. DCTCP is compared
with CUBIC for this test.

At the commencement of this test, a single flow is sending at maximum
rate (near 10 Gbps) to a single receiver. One second after that first
flow commences, a new flow from a distinct server begins sending to
the same receiver as the first flow. After the second flow has sent
data for 10 seconds, the second flow is terminated. The first flow
sends for an additional second. Ideally, the bandwidth would be evenly
shared as soon as the second flow starts, and recover as soon as it
stops.

The results of this test are shown below. Note that the flow bandwidth
for the two flows was measured near the same time, but not
simultaneously.

DCTCP performs nearly perfectly within the measurement limitations
of this test: bandwidth is quickly distributed fairly between the two
flows, remains stable throughout the duration of the test, and
recovers quickly. CUBIC, in contrast, is slow to divide the bandwidth
fairly, and has trouble remaining stable.

  CUBIC                      DCTCP

  Seconds  Flow 1  Flow 2    Seconds  Flow 1  Flow 2
   0       9.93    0          0       9.92    0
   0.5     9.87    0          0.5     9.86    0
   1       8.73    2.25       1       6.46    4.88
   1.5     7.29    2.8        1.5     4.9     4.99
   2       6.96    3.1        2       4.92    4.94
   2.5     6.67    3.34       2.5     4.93    5
   3       6.39    3.57       3       4.92    4.99
   3.5     6.24    3.75       3.5     4.94    4.74
   4       6       3.94       4       5.34    4.71
   4.5     5.88    4.09       4.5     4.99    4.97
   5       5.27    4.98       5       4.83    5.01
   5.5     4.93    5.04       5.5     4.89    4.99
   6       4.9     4.99       6       4.92    5.04
   6.5     4.93    5.1        6.5     4.91    4.97
   7       4.28    5.8        7       4.97    4.97
   7.5     4.62    4.91       7.5     4.99    4.82
   8       5.05    4.45       8       5.16    4.76
   8.5     5.93    4.09       8.5     4.94    4.98
   9       5.73    4.2        9       4.92    5.02
   9.5     5.62    4.32       9.5     4.87    5.03
  10       6.12    3.2       10       4.91    5.01
  10.5     6.91    3.11      10.5     4.87    5.04
  11       8.48    0         11       8.49    4.94
  11.5     9.87    0         11.5     9.9     0

SYN/ACK ECT test:

This test demonstrates the importance of ECT on SYN and SYN-ACK packets
by measuring the connection probability in the presence of competing
flows for a DCTCP connection attempt *without* ECT in the SYN packet.
The test was repeated five times for each number of competing flows.

              Competing Flows  1 |    2 |    4 |    8 |   16
                               ------------------------------
Mean Connection Probability    1 | 0.67 | 0.45 | 0.28 |    0
Median Connection Probability  1 | 0.65 | 0.45 | 0.25 |    0

As the number of competing flows moves beyond 1, the connection
probability drops rapidly.

Enabling DCTCP with this patch requires the following steps:

DCTCP must be running both on the sender and receiver side in your
data center, i.e.:

  sysctl -w net.ipv4.tcp_congestion_control=dctcp

Also, ECN functionality must be enabled on all switches in your
data center for DCTCP to work. The default ECN marking threshold (K)
heuristic on the switch for DCTCP is e.g., 20 packets (30KB) at
1Gbps, and 65 packets (~100KB) at 10Gbps (K > 1/7 * C * RTT, [4]).

In above tests, for each switch port, traffic was segregated into two
queues. For any packet with a DSCP of 0x01 - or equivalently a TOS of
0x04 - the packet was placed into the DCTCP queue. All other packets
were placed into the default drop-tail queue. For the DCTCP queue,
RED/ECN marking was enabled, here, with a marking threshold of 75 KB.
More details however, we refer you to the paper [2] under section 3).

There are no code changes required to applications running in user
space. DCTCP has been implemented in full *isolation* of the rest of
the TCP code as its own congestion control module, so that it can run
without a need to expose code to the core of the TCP stack, and thus
nothing changes for non-DCTCP users.

Changes in the CA framework code are minimal, and DCTCP algorithm
operates on mechanisms that are already available in most Silicon.
The gain (dctcp_shift_g) is currently a fixed constant (1/16) from
the paper, but we leave the option that it can be chosen carefully
to a different value by the user.

In case DCTCP is being used and ECN support on peer site is off,
DCTCP falls back after 3WHS to operate in normal TCP Reno mode.

ss {-4,-6} -t -i diag interface:

  ... dctcp wscale:7,7 rto:203 rtt:2.349/0.026 mss:1448 cwnd:2054
  ssthresh:1102 ce_state 0 alpha 15 ab_ecn 0 ab_tot 735584
  send 10129.2Mbps pacing_rate 20254.1Mbps unacked:1822 retrans:0/15
  reordering:101 rcv_space:29200

  ... dctcp-reno wscale:7,7 rto:201 rtt:0.711/1.327 ato:40 mss:1448
  cwnd:10 ssthresh:1102 fallback_mode send 162.9Mbps pacing_rate
  325.5Mbps rcv_rtt:1.5 rcv_space:29200

More information about DCTCP can be found in [1-4].

  [1] http://simula.stanford.edu/~alizade/Site/DCTCP.html
  [2] http://simula.stanford.edu/~alizade/Site/DCTCP_files/dctcp-final.pdf
  [3] http://simula.stanford.edu/~alizade/Site/DCTCP_files/dctcp_analysis-full.pdf
  [4] http://tools.ietf.org/html/draft-bensley-tcpm-dctcp-00

Joint work with Florian Westphal and Glenn Judd.

Signed-off-by: Daniel Borkmann <dborkman@redhat.com>
Signed-off-by: Florian Westphal <fw@strlen.de>
Signed-off-by: Glenn Judd <glenn.judd@morganstanley.com>
Acked-by: Stephen Hemminger <stephen@networkplumber.org>
Signed-off-by: David S. Miller <davem@davemloft.net>
2014-09-29 00:13:10 -04:00
arch sparc: bpf_jit: add support for BPF_LD(X) | BPF_LEN instructions 2014-09-26 16:52:09 -04:00
block blk-mq, percpu_ref: implement a kludge for SCSI blk-mq stall during probe 2014-09-24 08:29:36 -06:00
crypto Merge git://git.kernel.org/pub/scm/linux/kernel/git/herbert/crypto-2.6 2014-09-15 07:23:21 -07:00
Documentation net: tcp: add DCTCP congestion control algorithm 2014-09-29 00:13:10 -04:00
drivers cxgb4: Add support for adaptive rx 2014-09-28 17:32:11 -04:00
firmware firmware: Create directories for external firmware 2014-07-09 15:16:35 +02:00
fs FS-Cache fixes 2014-09-22 17:52:16 -07:00
include net: tcp: add DCTCP congestion control algorithm 2014-09-29 00:13:10 -04:00
init Revert "init: make rootdelay=N consistent with rootwait behaviour" 2014-09-17 08:02:07 -07:00
ipc Merge branch 'for-linus' of git://git.kernel.org/pub/scm/linux/kernel/git/ebiederm/user-namespace 2014-08-09 17:10:41 -07:00
kernel bpf: mini eBPF library, test stubs and verifier testsuite 2014-09-26 15:05:15 -04:00
lib bpf: mini eBPF library, test stubs and verifier testsuite 2014-09-26 15:05:15 -04:00
mm Two very simple bugfixes, affecting all supported architectures. 2014-09-22 11:58:23 -07:00
net net: tcp: add DCTCP congestion control algorithm 2014-09-29 00:13:10 -04:00
samples bpf: mini eBPF library, test stubs and verifier testsuite 2014-09-26 15:05:15 -04:00
scripts checkpatch: allow commit descriptions on separate line from commit id 2014-09-10 15:42:12 -07:00
security KEYS: Increase root_maxkeys and root_maxbytes sizes 2014-09-03 10:27:12 +10:00
sound ALSA: snd-usb-caiaq: Fix LED commands for Kore controller 2014-09-22 08:52:14 +02:00
tools usb: usbip: fix usbip.h path in userspace tool 2014-09-04 16:25:30 -07:00
usr initramfs: remove "compression mode" choice 2014-06-06 16:08:14 -07:00
virt/kvm Fixes unaligned access to the gicv2 virtual cpu status. 2014-09-23 15:18:02 +02:00
.gitignore kbuild: Support split debug info v4 2014-07-30 22:54:52 +02:00
.mailmap Josh has moved 2014-07-30 17:16:13 -07:00
COPYING
CREDITS MAINTAINERS: update IBM ServeRAID RAID info 2014-08-08 15:57:27 -07:00
Kbuild kbuild: Fix missing system calls check on mips. 2011-11-09 14:37:44 +01:00
Kconfig kbuild: migrate all arch to the kconfig mainmenu upgrade 2010-09-19 22:54:11 -04:00
MAINTAINERS Merge git://git.kernel.org/pub/scm/linux/kernel/git/davem/net 2014-09-23 12:09:27 -04:00
Makefile Linux 3.17-rc6 2014-09-21 15:43:02 -07:00
README Merge branch 'master' into for-next 2012-10-28 19:29:19 +01:00
REPORTING-BUGS Docs: Move ref to Frohwalt Egerer to end of REPORTING-BUGS 2013-04-18 16:55:09 -07:00

        Linux kernel release 3.x <http://kernel.org/>

These are the release notes for Linux version 3.  Read them carefully,
as they tell you what this is all about, explain how to install the
kernel, and what to do if something goes wrong. 

WHAT IS LINUX?

  Linux is a clone of the operating system Unix, written from scratch by
  Linus Torvalds with assistance from a loosely-knit team of hackers across
  the Net. It aims towards POSIX and Single UNIX Specification compliance.

  It has all the features you would expect in a modern fully-fledged Unix,
  including true multitasking, virtual memory, shared libraries, demand
  loading, shared copy-on-write executables, proper memory management,
  and multistack networking including IPv4 and IPv6.

  It is distributed under the GNU General Public License - see the
  accompanying COPYING file for more details. 

ON WHAT HARDWARE DOES IT RUN?

  Although originally developed first for 32-bit x86-based PCs (386 or higher),
  today Linux also runs on (at least) the Compaq Alpha AXP, Sun SPARC and
  UltraSPARC, Motorola 68000, PowerPC, PowerPC64, ARM, Hitachi SuperH, Cell,
  IBM S/390, MIPS, HP PA-RISC, Intel IA-64, DEC VAX, AMD x86-64, AXIS CRIS,
  Xtensa, Tilera TILE, AVR32 and Renesas M32R architectures.

  Linux is easily portable to most general-purpose 32- or 64-bit architectures
  as long as they have a paged memory management unit (PMMU) and a port of the
  GNU C compiler (gcc) (part of The GNU Compiler Collection, GCC). Linux has
  also been ported to a number of architectures without a PMMU, although
  functionality is then obviously somewhat limited.
  Linux has also been ported to itself. You can now run the kernel as a
  userspace application - this is called UserMode Linux (UML).

DOCUMENTATION:

 - There is a lot of documentation available both in electronic form on
   the Internet and in books, both Linux-specific and pertaining to
   general UNIX questions.  I'd recommend looking into the documentation
   subdirectories on any Linux FTP site for the LDP (Linux Documentation
   Project) books.  This README is not meant to be documentation on the
   system: there are much better sources available.

 - There are various README files in the Documentation/ subdirectory:
   these typically contain kernel-specific installation notes for some 
   drivers for example. See Documentation/00-INDEX for a list of what
   is contained in each file.  Please read the Changes file, as it
   contains information about the problems, which may result by upgrading
   your kernel.

 - The Documentation/DocBook/ subdirectory contains several guides for
   kernel developers and users.  These guides can be rendered in a
   number of formats:  PostScript (.ps), PDF, HTML, & man-pages, among others.
   After installation, "make psdocs", "make pdfdocs", "make htmldocs",
   or "make mandocs" will render the documentation in the requested format.

INSTALLING the kernel source:

 - If you install the full sources, put the kernel tarball in a
   directory where you have permissions (eg. your home directory) and
   unpack it:

     gzip -cd linux-3.X.tar.gz | tar xvf -

   or

     bzip2 -dc linux-3.X.tar.bz2 | tar xvf -

   Replace "X" with the version number of the latest kernel.

   Do NOT use the /usr/src/linux area! This area has a (usually
   incomplete) set of kernel headers that are used by the library header
   files.  They should match the library, and not get messed up by
   whatever the kernel-du-jour happens to be.

 - You can also upgrade between 3.x releases by patching.  Patches are
   distributed in the traditional gzip and the newer bzip2 format.  To
   install by patching, get all the newer patch files, enter the
   top level directory of the kernel source (linux-3.X) and execute:

     gzip -cd ../patch-3.x.gz | patch -p1

   or

     bzip2 -dc ../patch-3.x.bz2 | patch -p1

   Replace "x" for all versions bigger than the version "X" of your current
   source tree, _in_order_, and you should be ok.  You may want to remove
   the backup files (some-file-name~ or some-file-name.orig), and make sure
   that there are no failed patches (some-file-name# or some-file-name.rej).
   If there are, either you or I have made a mistake.

   Unlike patches for the 3.x kernels, patches for the 3.x.y kernels
   (also known as the -stable kernels) are not incremental but instead apply
   directly to the base 3.x kernel.  For example, if your base kernel is 3.0
   and you want to apply the 3.0.3 patch, you must not first apply the 3.0.1
   and 3.0.2 patches. Similarly, if you are running kernel version 3.0.2 and
   want to jump to 3.0.3, you must first reverse the 3.0.2 patch (that is,
   patch -R) _before_ applying the 3.0.3 patch. You can read more on this in
   Documentation/applying-patches.txt

   Alternatively, the script patch-kernel can be used to automate this
   process.  It determines the current kernel version and applies any
   patches found.

     linux/scripts/patch-kernel linux

   The first argument in the command above is the location of the
   kernel source.  Patches are applied from the current directory, but
   an alternative directory can be specified as the second argument.

 - Make sure you have no stale .o files and dependencies lying around:

     cd linux
     make mrproper

   You should now have the sources correctly installed.

SOFTWARE REQUIREMENTS

   Compiling and running the 3.x kernels requires up-to-date
   versions of various software packages.  Consult
   Documentation/Changes for the minimum version numbers required
   and how to get updates for these packages.  Beware that using
   excessively old versions of these packages can cause indirect
   errors that are very difficult to track down, so don't assume that
   you can just update packages when obvious problems arise during
   build or operation.

BUILD directory for the kernel:

   When compiling the kernel, all output files will per default be
   stored together with the kernel source code.
   Using the option "make O=output/dir" allow you to specify an alternate
   place for the output files (including .config).
   Example:

     kernel source code: /usr/src/linux-3.X
     build directory:    /home/name/build/kernel

   To configure and build the kernel, use:

     cd /usr/src/linux-3.X
     make O=/home/name/build/kernel menuconfig
     make O=/home/name/build/kernel
     sudo make O=/home/name/build/kernel modules_install install

   Please note: If the 'O=output/dir' option is used, then it must be
   used for all invocations of make.

CONFIGURING the kernel:

   Do not skip this step even if you are only upgrading one minor
   version.  New configuration options are added in each release, and
   odd problems will turn up if the configuration files are not set up
   as expected.  If you want to carry your existing configuration to a
   new version with minimal work, use "make oldconfig", which will
   only ask you for the answers to new questions.

 - Alternative configuration commands are:

     "make config"      Plain text interface.

     "make menuconfig"  Text based color menus, radiolists & dialogs.

     "make nconfig"     Enhanced text based color menus.

     "make xconfig"     X windows (Qt) based configuration tool.

     "make gconfig"     X windows (Gtk) based configuration tool.

     "make oldconfig"   Default all questions based on the contents of
                        your existing ./.config file and asking about
                        new config symbols.

     "make silentoldconfig"
                        Like above, but avoids cluttering the screen
                        with questions already answered.
                        Additionally updates the dependencies.

     "make olddefconfig"
                        Like above, but sets new symbols to their default
                        values without prompting.

     "make defconfig"   Create a ./.config file by using the default
                        symbol values from either arch/$ARCH/defconfig
                        or arch/$ARCH/configs/${PLATFORM}_defconfig,
                        depending on the architecture.

     "make ${PLATFORM}_defconfig"
                        Create a ./.config file by using the default
                        symbol values from
                        arch/$ARCH/configs/${PLATFORM}_defconfig.
                        Use "make help" to get a list of all available
                        platforms of your architecture.

     "make allyesconfig"
                        Create a ./.config file by setting symbol
                        values to 'y' as much as possible.

     "make allmodconfig"
                        Create a ./.config file by setting symbol
                        values to 'm' as much as possible.

     "make allnoconfig" Create a ./.config file by setting symbol
                        values to 'n' as much as possible.

     "make randconfig"  Create a ./.config file by setting symbol
                        values to random values.

     "make localmodconfig" Create a config based on current config and
                           loaded modules (lsmod). Disables any module
                           option that is not needed for the loaded modules.

                           To create a localmodconfig for another machine,
                           store the lsmod of that machine into a file
                           and pass it in as a LSMOD parameter.

                   target$ lsmod > /tmp/mylsmod
                   target$ scp /tmp/mylsmod host:/tmp

                   host$ make LSMOD=/tmp/mylsmod localmodconfig

                           The above also works when cross compiling.

     "make localyesconfig" Similar to localmodconfig, except it will convert
                           all module options to built in (=y) options.

   You can find more information on using the Linux kernel config tools
   in Documentation/kbuild/kconfig.txt.

 - NOTES on "make config":

    - Having unnecessary drivers will make the kernel bigger, and can
      under some circumstances lead to problems: probing for a
      nonexistent controller card may confuse your other controllers

    - Compiling the kernel with "Processor type" set higher than 386
      will result in a kernel that does NOT work on a 386.  The
      kernel will detect this on bootup, and give up.

    - A kernel with math-emulation compiled in will still use the
      coprocessor if one is present: the math emulation will just
      never get used in that case.  The kernel will be slightly larger,
      but will work on different machines regardless of whether they
      have a math coprocessor or not.

    - The "kernel hacking" configuration details usually result in a
      bigger or slower kernel (or both), and can even make the kernel
      less stable by configuring some routines to actively try to
      break bad code to find kernel problems (kmalloc()).  Thus you
      should probably answer 'n' to the questions for "development",
      "experimental", or "debugging" features.

COMPILING the kernel:

 - Make sure you have at least gcc 3.2 available.
   For more information, refer to Documentation/Changes.

   Please note that you can still run a.out user programs with this kernel.

 - Do a "make" to create a compressed kernel image. It is also
   possible to do "make install" if you have lilo installed to suit the
   kernel makefiles, but you may want to check your particular lilo setup first.

   To do the actual install, you have to be root, but none of the normal
   build should require that. Don't take the name of root in vain.

 - If you configured any of the parts of the kernel as `modules', you
   will also have to do "make modules_install".

 - Verbose kernel compile/build output:

   Normally, the kernel build system runs in a fairly quiet mode (but not
   totally silent).  However, sometimes you or other kernel developers need
   to see compile, link, or other commands exactly as they are executed.
   For this, use "verbose" build mode.  This is done by inserting
   "V=1" in the "make" command.  E.g.:

     make V=1 all

   To have the build system also tell the reason for the rebuild of each
   target, use "V=2".  The default is "V=0".

 - Keep a backup kernel handy in case something goes wrong.  This is 
   especially true for the development releases, since each new release
   contains new code which has not been debugged.  Make sure you keep a
   backup of the modules corresponding to that kernel, as well.  If you
   are installing a new kernel with the same version number as your
   working kernel, make a backup of your modules directory before you
   do a "make modules_install".

   Alternatively, before compiling, use the kernel config option
   "LOCALVERSION" to append a unique suffix to the regular kernel version.
   LOCALVERSION can be set in the "General Setup" menu.

 - In order to boot your new kernel, you'll need to copy the kernel
   image (e.g. .../linux/arch/i386/boot/bzImage after compilation)
   to the place where your regular bootable kernel is found. 

 - Booting a kernel directly from a floppy without the assistance of a
   bootloader such as LILO, is no longer supported.

   If you boot Linux from the hard drive, chances are you use LILO, which
   uses the kernel image as specified in the file /etc/lilo.conf.  The
   kernel image file is usually /vmlinuz, /boot/vmlinuz, /bzImage or
   /boot/bzImage.  To use the new kernel, save a copy of the old image
   and copy the new image over the old one.  Then, you MUST RERUN LILO
   to update the loading map!! If you don't, you won't be able to boot
   the new kernel image.

   Reinstalling LILO is usually a matter of running /sbin/lilo. 
   You may wish to edit /etc/lilo.conf to specify an entry for your
   old kernel image (say, /vmlinux.old) in case the new one does not
   work.  See the LILO docs for more information. 

   After reinstalling LILO, you should be all set.  Shutdown the system,
   reboot, and enjoy!

   If you ever need to change the default root device, video mode,
   ramdisk size, etc.  in the kernel image, use the 'rdev' program (or
   alternatively the LILO boot options when appropriate).  No need to
   recompile the kernel to change these parameters. 

 - Reboot with the new kernel and enjoy. 

IF SOMETHING GOES WRONG:

 - If you have problems that seem to be due to kernel bugs, please check
   the file MAINTAINERS to see if there is a particular person associated
   with the part of the kernel that you are having trouble with. If there
   isn't anyone listed there, then the second best thing is to mail
   them to me (torvalds@linux-foundation.org), and possibly to any other
   relevant mailing-list or to the newsgroup.

 - In all bug-reports, *please* tell what kernel you are talking about,
   how to duplicate the problem, and what your setup is (use your common
   sense).  If the problem is new, tell me so, and if the problem is
   old, please try to tell me when you first noticed it.

 - If the bug results in a message like

     unable to handle kernel paging request at address C0000010
     Oops: 0002
     EIP:   0010:XXXXXXXX
     eax: xxxxxxxx   ebx: xxxxxxxx   ecx: xxxxxxxx   edx: xxxxxxxx
     esi: xxxxxxxx   edi: xxxxxxxx   ebp: xxxxxxxx
     ds: xxxx  es: xxxx  fs: xxxx  gs: xxxx
     Pid: xx, process nr: xx
     xx xx xx xx xx xx xx xx xx xx

   or similar kernel debugging information on your screen or in your
   system log, please duplicate it *exactly*.  The dump may look
   incomprehensible to you, but it does contain information that may
   help debugging the problem.  The text above the dump is also
   important: it tells something about why the kernel dumped code (in
   the above example, it's due to a bad kernel pointer). More information
   on making sense of the dump is in Documentation/oops-tracing.txt

 - If you compiled the kernel with CONFIG_KALLSYMS you can send the dump
   as is, otherwise you will have to use the "ksymoops" program to make
   sense of the dump (but compiling with CONFIG_KALLSYMS is usually preferred).
   This utility can be downloaded from
   ftp://ftp.<country>.kernel.org/pub/linux/utils/kernel/ksymoops/ .
   Alternatively, you can do the dump lookup by hand:

 - In debugging dumps like the above, it helps enormously if you can
   look up what the EIP value means.  The hex value as such doesn't help
   me or anybody else very much: it will depend on your particular
   kernel setup.  What you should do is take the hex value from the EIP
   line (ignore the "0010:"), and look it up in the kernel namelist to
   see which kernel function contains the offending address.

   To find out the kernel function name, you'll need to find the system
   binary associated with the kernel that exhibited the symptom.  This is
   the file 'linux/vmlinux'.  To extract the namelist and match it against
   the EIP from the kernel crash, do:

     nm vmlinux | sort | less

   This will give you a list of kernel addresses sorted in ascending
   order, from which it is simple to find the function that contains the
   offending address.  Note that the address given by the kernel
   debugging messages will not necessarily match exactly with the
   function addresses (in fact, that is very unlikely), so you can't
   just 'grep' the list: the list will, however, give you the starting
   point of each kernel function, so by looking for the function that
   has a starting address lower than the one you are searching for but
   is followed by a function with a higher address you will find the one
   you want.  In fact, it may be a good idea to include a bit of
   "context" in your problem report, giving a few lines around the
   interesting one. 

   If you for some reason cannot do the above (you have a pre-compiled
   kernel image or similar), telling me as much about your setup as
   possible will help.  Please read the REPORTING-BUGS document for details.

 - Alternatively, you can use gdb on a running kernel. (read-only; i.e. you
   cannot change values or set break points.) To do this, first compile the
   kernel with -g; edit arch/i386/Makefile appropriately, then do a "make
   clean". You'll also need to enable CONFIG_PROC_FS (via "make config").

   After you've rebooted with the new kernel, do "gdb vmlinux /proc/kcore".
   You can now use all the usual gdb commands. The command to look up the
   point where your system crashed is "l *0xXXXXXXXX". (Replace the XXXes
   with the EIP value.)

   gdb'ing a non-running kernel currently fails because gdb (wrongly)
   disregards the starting offset for which the kernel is compiled.