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87 changes: 15 additions & 72 deletions README.md
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# Kata Containers

* [Kata Containers](#kata-containers)
* [Introduction](#introduction)
* [Getting started](#getting-started)
* [Documentation](#documentation)
* [Community](#community)
* [Getting help](#getting-help)
* [Raising issues](#raising-issues)
* [Kata Containers 1.x versions](#kata-containers-1x-versions)
* [Developers](#developers)
* [Components](#components)
* [Kata Containers 1.x components](#kata-containers-1x-components)
* [Common repositories](#common-repositories)
* [Packaging and releases](#packaging-and-releases)
* [Glossary of Terms](#glossary-of-terms)

---

Welcome to Kata Containers!

This repository is the home of the Kata Containers code for the 2.0 and newer
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If you want to learn about Kata Containers, visit the main
[Kata Containers website](https://katacontainers.io).

For further details on the older (first generation) Kata Containers 1.x
versions, see the
[Kata Containers 1.x components](#kata-containers-1x-components)
section.

## Introduction

Kata Containers is an open source project and community working to build a
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> **Note:**
> If you are reporting a security issue, please follow the [vulnerability reporting process](https://github.com/kata-containers/community#vulnerability-handling)
#### Kata Containers 1.x versions

For older Kata Containers 1.x releases, please raise an issue in the
[Kata Containers 1.x component repository](#kata-containers-1x-components)
that seems most appropriate.

If in doubt, raise an issue
[in the Kata Containers 1.x runtime repository](https://github.com/kata-containers/runtime/issues).

## Developers

### Components

### Main components

The table below lists the core parts of the project:

| Component | Type | Description |
|-|-|-|
| [agent-ctl](tools/agent-ctl) | utility | Tool that provides low-level access for testing the agent. |
| [runtime](src/runtime) | core | Main component run by a container manager and providing a containerd shimv2 runtime implementation. |
| [agent](src/agent) | core | Management process running inside the virtual machine / POD that sets up the container environment. |
| [documentation](docs) | documentation | Documentation common to all components (such as design and install documentation). |
| [osbuilder](tools/osbuilder) | infrastructure | Tool to create "mini O/S" rootfs and initrd images for the hypervisor. |
| [packaging](tools/packaging) | infrastructure | Scripts and metadata for producing packaged binaries<br/>(components, hypervisors, kernel and rootfs). |
| [runtime](src/runtime) | core | Main component run by a container manager and providing a containerd shimv2 runtime implementation. |
| [trace-forwarder](src/trace-forwarder) | utility | Agent tracing helper. |

#### Kata Containers 1.x components
| [tests](https://github.com/kata-containers/tests) | tests | Excludes unit tests which live with the main code. |

For the first generation of Kata Containers (1.x versions), each component was
kept in a separate repository.
### Additional components

For information on the Kata Containers 1.x releases, see the
[Kata Containers 1.x releases page](https://github.com/kata-containers/runtime/releases).

For further information on particular Kata Containers 1.x components, see the
individual component repositories:
The table below lists the remaining parts of the project:

| Component | Type | Description |
|-|-|-|
| [agent](https://github.com/kata-containers/agent) | core | See [components](#components). |
| [documentation](https://github.com/kata-containers/documentation) | documentation | |
| [KSM throttler](https://github.com/kata-containers/ksm-throttler) | optional core | Daemon that monitors containers and deduplicates memory to maximize container density on the host. |
| [osbuilder](https://github.com/kata-containers/osbuilder) | infrastructure | See [components](#components). |
| [packaging](https://github.com/kata-containers/packaging) | infrastructure | See [components](#components). |
| [proxy](https://github.com/kata-containers/proxy) | core | Multiplexes communications between the shims, agent and runtime. |
| [runtime](https://github.com/kata-containers/runtime) | core | See [components](#components). |
| [shim](https://github.com/kata-containers/shim) | core | Handles standard I/O and signals on behalf of the container process. |

> **Note:**
>
> - There are more components for the original Kata Containers 1.x implementation.
> - The current implementation simplifies the design significantly:
> compare the [current](docs/design/architecture.md) and
> [previous generation](https://github.com/kata-containers/documentation/blob/master/design/architecture.md)
> designs.
### Common repositories

The following repositories are used by both the current and first generation Kata Containers implementations:

| Component | Description | Current | First generation | Notes |
|-|-|-|-|-|
| CI | Continuous Integration configuration files and scripts. | [Kata 2.x](https://github.com/kata-containers/ci/tree/main) | [Kata 1.x](https://github.com/kata-containers/ci/tree/master) | |
| kernel | The Linux kernel used by the hypervisor to boot the guest image. | [Kata 2.x][kernel] | [Kata 1.x][kernel] | Patches are stored in the packaging component. |
| tests | Test code. | [Kata 2.x](https://github.com/kata-containers/tests/tree/main) | [Kata 1.x](https://github.com/kata-containers/tests/tree/master) | Excludes unit tests which live with the main code. |
| www.katacontainers.io | Contains the source for the [main web site](https://www.katacontainers.io). | [Kata 2.x][github-katacontainers.io] | [Kata 1.x][github-katacontainers.io] | | |
| [packaging](tools/packaging) | infrastructure | Scripts and metadata for producing packaged binaries<br/>(components, hypervisors, kernel and rootfs). |
| [kernel](https://www.kernel.org) | kernel | Linux kernel used by the hypervisor to boot the guest image. Patches are stored [here](tools/packaging/kernel). |
| [osbuilder](tools/osbuilder) | infrastructure | Tool to create "mini O/S" rootfs and initrd images and kernel for the hypervisor. |
| [`agent-ctl`](tools/agent-ctl) | utility | Tool that provides low-level access for testing the agent. |
| [`trace-forwarder`](src/trace-forwarder) | utility | Agent tracing helper. |
| [`ci`](https://github.com/kata-containers/ci) | CI | Continuous Integration configuration files and scripts. |
| [`katacontainers.io`](https://github.com/kata-containers/www.katacontainers.io) | Source for the [`katacontainers.io`](https://www.katacontainers.io) site. |

### Packaging and releases

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- [Warning](#warning)
- [Assumptions](#assumptions)
- [Initial setup](#initial-setup)
- [Requirements to build individual components](#requirements-to-build-individual-components)
- [Build and install the Kata Containers runtime](#build-and-install-the-kata-containers-runtime)
- [Check hardware requirements](#check-hardware-requirements)
- [Configure to use initrd or rootfs image](#configure-to-use-initrd-or-rootfs-image)
- [Enable full debug](#enable-full-debug)
- [debug logs and shimv2](#debug-logs-and-shimv2)
- [Enabling full `containerd` debug](#enabling-full-containerd-debug)
- [Enabling just `containerd shim` debug](#enabling-just-containerd-shim-debug)
- [Enabling `CRI-O` and `shimv2` debug](#enabling-cri-o-and-shimv2-debug)
- [journald rate limiting](#journald-rate-limiting)
- [`systemd-journald` suppressing messages](#systemd-journald-suppressing-messages)
- [Disabling `systemd-journald` rate limiting](#disabling-systemd-journald-rate-limiting)
- [Create and install rootfs and initrd image](#create-and-install-rootfs-and-initrd-image)
- [Build a custom Kata agent - OPTIONAL](#build-a-custom-kata-agent---optional)
- [Get the osbuilder](#get-the-osbuilder)
- [Create a rootfs image](#create-a-rootfs-image)
- [Create a local rootfs](#create-a-local-rootfs)
- [Add a custom agent to the image - OPTIONAL](#add-a-custom-agent-to-the-image---optional)
- [Build a rootfs image](#build-a-rootfs-image)
- [Install the rootfs image](#install-the-rootfs-image)
- [Create an initrd image - OPTIONAL](#create-an-initrd-image---optional)
- [Create a local rootfs for initrd image](#create-a-local-rootfs-for-initrd-image)
- [Build an initrd image](#build-an-initrd-image)
- [Install the initrd image](#install-the-initrd-image)
- [Install guest kernel images](#install-guest-kernel-images)
- [Install a hypervisor](#install-a-hypervisor)
- [Build a custom QEMU](#build-a-custom-qemu)
- [Build a custom QEMU for aarch64/arm64 - REQUIRED](#build-a-custom-qemu-for-aarch64arm64---required)
- [Run Kata Containers with Containerd](#run-kata-containers-with-containerd)
- [Run Kata Containers with Kubernetes](#run-kata-containers-with-kubernetes)
- [Troubleshoot Kata Containers](#troubleshoot-kata-containers)
- [Appendices](#appendices)
- [Checking Docker default runtime](#checking-docker-default-runtime)
- [Set up a debug console](#set-up-a-debug-console)
- [Simple debug console setup](#simple-debug-console-setup)
- [Enable agent debug console](#enable-agent-debug-console)
- [Start `kata-monitor` - ONLY NEEDED FOR 2.0.x](#start-kata-monitor---only-needed-for-20x)
- [Connect to debug console](#connect-to-debug-console)
- [Traditional debug console setup](#traditional-debug-console-setup)
- [Create a custom image containing a shell](#create-a-custom-image-containing-a-shell)
- [Build the debug image](#build-the-debug-image)
- [Configure runtime for custom debug image](#configure-runtime-for-custom-debug-image)
- [Create a container](#create-a-container)
- [Connect to the virtual machine using the debug console](#connect-to-the-virtual-machine-using-the-debug-console)
- [Enabling debug console for QEMU](#enabling-debug-console-for-qemu)
- [Enabling debug console for cloud-hypervisor / firecracker](#enabling-debug-console-for-cloud-hypervisor--firecracker)
- [Connecting to the debug console](#connecting-to-the-debug-console)
- [Obtain details of the image](#obtain-details-of-the-image)
- [Capturing kernel boot logs](#capturing-kernel-boot-logs)

# Warning

This document is written **specifically for developers**: it is not intended for end users.
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* [Introduction](#introduction)
* [General requirements](#general-requirements)
* [Linking advice](#linking-advice)
* [Notes](#notes)
* [Warnings and other admonitions](#warnings-and-other-admonitions)
* [Files and command names](#files-and-command-names)
* [Code blocks](#code-blocks)
* [Images](#images)
* [Spelling](#spelling)
* [Names](#names)
* [Version numbers](#version-numbers)
* [The apostrophe](#the-apostrophe)

# Introduction

This document outlines the requirements for all documentation in the [Kata
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- Be written in simple English.
- Be written in [GitHub Flavored Markdown](https://github.github.com/gfm) format.
- Have a `.md` file extension.
- Include a TOC (table of contents) at the top of the document with links to
all heading sections. We recommend using the
[`kata-check-markdown`](https://github.com/kata-containers/tests/tree/main/cmd/check-markdown)
tool to generate the TOC.
- Be linked to from another document in the same repository.

Although GitHub allows navigation of the entire repository, it should be
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which can then execute the commands specified to ensure the instructions are
correct. This avoids documents becoming out of date over time.

> **Note:**
>
> Do not add a table of contents (TOC) since GitHub will auto-generate one.
# Linking advice

Linking between documents is strongly encouraged to help users and developers
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# Licensing strategy

* [Project License](#project-license)
* [License file](#license-file)
* [License for individual files](#license-for-individual-files)

## Project License

The license for the [Kata Containers](https://github.com/kata-containers)
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* [Overview](#overview)
* [Definition of a limitation](#definition-of-a-limitation)
* [Scope](#scope)
* [Contributing](#contributing)
* [Pending items](#pending-items)
* [Runtime commands](#runtime-commands)
* [checkpoint and restore](#checkpoint-and-restore)
* [events command](#events-command)
* [update command](#update-command)
* [Networking](#networking)
* [Docker swarm and compose support](#docker-swarm-and-compose-support)
* [Resource management](#resource-management)
* [docker run and shared memory](#docker-run-and-shared-memory)
* [docker run and sysctl](#docker-run-and-sysctl)
* [Docker daemon features](#docker-daemon-features)
* [SELinux support](#selinux-support)
* [Architectural limitations](#architectural-limitations)
* [Networking limitations](#networking-limitations)
* [Support for joining an existing VM network](#support-for-joining-an-existing-vm-network)
* [docker --net=host](#docker---nethost)
* [docker run --link](#docker-run---link)
* [Storage limitations](#storage-limitations)
* [Kubernetes `volumeMounts.subPaths`](#kubernetes-volumemountssubpaths)
* [Host resource sharing](#host-resource-sharing)
* [docker run --privileged](#docker-run---privileged)
* [Miscellaneous](#miscellaneous)
* [Docker --security-opt option partially supported](#docker---security-opt-option-partially-supported)
* [Appendices](#appendices)
* [The constraints challenge](#the-constraints-challenge)

***

# Overview

A [Kata Container](https://github.com/kata-containers) utilizes a Virtual Machine (VM) to enhance security and
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# Documentation

* [Getting Started](#getting-started)
* [More User Guides](#more-user-guides)
* [Kata Use-Cases](#kata-use-cases)
* [Developer Guide](#developer-guide)
* [Design and Implementations](#design-and-implementations)
* [How to Contribute](#how-to-contribute)
* [Code Licensing](#code-licensing)
* [The Release Process](#the-release-process)
* [Help Improving the Documents](#help-improving-the-documents)
* [Website Changes](#website-changes)

The [Kata Containers](https://github.com/kata-containers)
documentation repository hosts overall system documentation, with information
common to multiple components.
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# How to do a Kata Containers Release
This document lists the tasks required to create a Kata Release.

<!-- TOC START min:1 max:3 link:true asterisk:false update:true -->
- [How to do a Kata Containers Release](#how-to-do-a-kata-containers-release)
- [Requirements](#requirements)
- [Release Process](#release-process)
- [Bump all Kata repositories](#bump-all-kata-repositories)
- [Merge all bump version Pull requests](#merge-all-bump-version-pull-requests)
- [Tag all Kata repositories](#tag-all-kata-repositories)
- [Check Git-hub Actions](#check-git-hub-actions)
- [Create release notes](#create-release-notes)
- [Announce the release](#announce-the-release)
<!-- TOC END -->


## Requirements

- [hub](https://github.com/github/hub)
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* [Introduction](#introduction)
* [Maintenance warning](#maintenance-warning)
* [Determine current version](#determine-current-version)
* [Determine latest version](#determine-latest-version)
* [Configuration changes](#configuration-changes)
* [Upgrade Kata Containers](#upgrade-kata-containers)
* [Upgrade native distribution packaged version](#upgrade-native-distribution-packaged-version)
* [Static installation](#static-installation)
* [Determine if you are using a static installation](#determine-if-you-are-using-a-static-installation)
* [Remove a static installation](#remove-a-static-installation)
* [Upgrade a static installation](#upgrade-a-static-installation)
* [Custom assets](#custom-assets)

# Introduction

This document outlines the options for upgrading from a
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# Kata Containers and VSOCKs

- [Introduction](#introduction)
- [VSOCK communication diagram](#vsock-communication-diagram)
- [System requirements](#system-requirements)
- [Advantages of using VSOCKs](#advantages-of-using-vsocks)
- [High density](#high-density)
- [Reliability](#reliability)

## Introduction

There are two different ways processes in the virtual machine can communicate
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# Kata Containers Architecture


- [Kata Containers Architecture](#kata-containers-architecture)
- [Overview](#overview)
- [Virtualization](#virtualization)
- [Guest assets](#guest-assets)
- [Guest kernel](#guest-kernel)
- [Guest image](#guest-image)
- [Root filesystem image](#root-filesystem-image)
- [Initrd image](#initrd-image)
- [Agent](#agent)
- [Runtime](#runtime)
- [Configuration](#configuration)
- [Networking](#networking)
- [Network Hotplug](#network-hotplug)
- [Storage](#storage)
- [Kubernetes support](#kubernetes-support)
- [OCI annotations](#oci-annotations)
- [Mixing VM based and namespace based runtimes](#mixing-vm-based-and-namespace-based-runtimes)
- [Appendices](#appendices)
- [DAX](#dax)

## Overview

This is an architectural overview of Kata Containers, based on the 2.0 release.
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# Kata Containers E2E Flow


![Kata containers e2e flow](arch-images/katacontainers-e2e-with-bg.jpg)
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- [Host cgroup management](#host-cgroup-management)
- [Introduction](#introduction)
- [`SandboxCgroupOnly` enabled](#sandboxcgrouponly-enabled)
- [What does Kata do in this configuration?](#what-does-kata-do-in-this-configuration)
- [Why create a Kata-cgroup under the parent cgroup?](#why-create-a-kata-cgroup-under-the-parent-cgroup)
- [Improvements](#improvements)
- [`SandboxCgroupOnly` disabled (default, legacy)](#sandboxcgrouponly-disabled-default-legacy)
- [What does this method do?](#what-does-this-method-do)
- [Impact](#impact)
- [Supported cgroups](#supported-cgroups)
- [Cgroups V1](#cgroups-v1)
- [Cgroups V2](#cgroups-v2)
- [Distro Support](#distro-support)
- [Summary](#summary)

# Host cgroup management

## Introduction
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