Kernel Upgrade via Ramdisk Module Injection

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Solution Overview

Problem

Existing systems for managing and controlling workloads in cloud computing environments lack mechanisms to upgrade or switch kernels in virtual machines without compromising security or stability, often requiring recreation or rebuilding of the root file system, which leads to downtime and productivity losses.

Innovation Solution

A system and method that deploy a virtual machine with a root file system, kernel, and ramdisk in a cloud computing environment, where the ramdisk code identifies the operating system release and dynamically injects necessary modules into the root file system to upgrade or modify the kernel without rebuilding it, ensuring non-disruptive kernel updates.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the root file system is recreated or rebuilt to upgrade the kernel, then the kernel can be upgraded to a new version, but the virtual machine experiences downtime and productivity is reduced

Engineering Contradiction:
Improvekernel upgrade capabilityVSAvoidvirtual machine availability
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system separates the kernel upgrade process from the root file system recreation. The kernel is upgraded independently by injecting new kernel modules into the existing running virtual machine, while the root file system remains intact and continues to operate. This segmentation allows the kernel to be updated without disrupting the overall system operation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary actions by pre-loading compatible kernel modules into the root file system before the kernel upgrade is needed. When a kernel upgrade is initiated, the system has already prepared the necessary modules in advance, allowing for a seamless transition without requiring full root file system recreation.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If the root file system is recreated to support a new kernel, then compatibility between kernel and file system modules is ensured, but the process becomes complex and time-consuming

Engineering Contradiction:
Improvekernel-module compatibilityVSAvoidupgrade process complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system introduces an intermediary mechanism that acts as a compatibility layer between the new kernel and the existing root file system. This intermediary validates and injects only those kernel modules that are compatible with the new kernel version, ensuring compatibility without requiring complete root file system recreation. The intermediary simplifies the upgrade process by automatically managing module compatibility checks.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If kernel modules are dynamically injected into the root file system, then the upgrade process is simplified and downtime is reduced, but security risks may increase

Engineering Contradiction:
Improveupgrade speedVSAvoidsecurity vulnerability
Core Design Contradiction:
ProductivityVSObject-affected harmful factors

Solution Approach 1:

The system implements feedback mechanisms that continuously monitor and verify the integrity and compatibility of injected kernel modules. Before injecting a module, the system validates it against security criteria and compatibility requirements. This feedback loop ensures that only secure and compatible modules are injected, maintaining security while enabling rapid upgrades.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary security validation and compatibility checks on kernel modules before they are injected into the running virtual machine. By pre-verifying the security and compatibility of modules in advance, the system eliminates the need for post-injection verification, thereby maintaining security standards while enabling fast upgrade deployment.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12061896B2System and method for upgrading kernels in cloud computing environments
Publication Date: 2024.08.13 SUSE LLC
  • US12061896B2 patent drawing
  • US12061896B2 patent drawing
  • US12061896B2 patent drawing

AI summary

The system and method described herein may upgrade kernels in cloud images deployed in cloud computing environments without having to rebuild a machine image that contains a root file system for the cloud image. For example, the cloud image may include a ramdisk that compares the kernel booted in the cloud image to the root file system to verify whether the machine image contains a directory hierarchy matching an operating system release for the kernel. In response to the machine image containing the matching directory hierarchy, the root file system may be mounted for execution in the cloud computing environment. Alternatively, in response to the machine image lacking the matching directory hierarchy, the ramdisk may dynamically create the matching directory hierarchy and inject modules that support the kernel into the root file system prior to mounting and delivering control to the root file system.