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Date: Mon, 29 Oct 2007 06:44:31 -0700 (PDT)
From: Gerald Jelinek <gjelinek@sac.sfbay.sun.com>
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To: PSARC-record@sac.sfbay.sun.com
Subject: zone update on attach [PSARC/2007/621 FastTrack timeout 10/05/2007]
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Template Version: @(#)sac_nextcase 1.64 07/13/07 SMI
This information is Copyright 2007 Sun Microsystems
1. Introduction
    1.1. Project/Component Working Name:
	 zone update on attach
    1.2. Name of Document Author/Supplier:
	 Author:  Gerald Jelinek
    1.3  Date of This Document:
	29 October, 2007
4. Technical Description
    See the case directory for more detail

6. Resources and Schedule
    6.4. Steering Committee requested information
   	6.4.1. Consolidation C-team Name:
		on
    6.5. ARC review type: FastTrack
    6.6. ARC Exposure: open


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Date: Mon, 29 Oct 2007 07:45:28 -0600
From: Jerry Jelinek <Gerald.Jelinek@Sun.COM>
Subject: Re: zone update on attach [PSARC/2007/621 FastTrack timeout 10/05/2007]
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I am sponsoring this fast-track for myself.  There is
a contract associated with this case and I have placed
a copy in the case directory.  I will have the appropriate
managers email the case with their approval.

Thanks,
Jerry

---

SUMMARY:

     This fast-track enhances the Solaris Zones [1] subsystem to address
     existing RFEs [2,3] requesting the ability to update a non-global zone when
     migrating from one machine to another.

     Currently when we migrate a zone we validate that the destination host has
     the same pkg versions and patches for the zone-dependent packages as were
     installed on the source host.  This is described in the zone migration ARC
     case [4].  While this is safe and ensures that the new host is capable of
     properly supporting the zone, it is also very restrictive.  With this
     enhancement, if the new host has higher versions of the zone-dependent
     pkgs, or higher versions of patches for those pkgs, then when we attach the
     zone to the new host we will enable an update of the pkgs and pkg metadata
     within the zone to match the new host.

     Patch binding is requested for this "update on attach" capability.  The
     stability of these interfaces is documented in the interface table below.

DETAILS:

     "Update on attach" is different from a traditional zone upgrade.  In the
     traditional upgrade all native zones are upgraded as part of upgrading the
     base system using a standard Solaris media image as the source for the pkgs
     to upgrade to.  Pkg operations on pkgs with the SUNW_ALLZONES attribute
     set must be run from the global zone, the operation will be performed on
     all native zones, and this behavior is built-in to the pkg commands.

     With "update on attach" we are only updating a single zone.  We cannot
     depend on the basic pkg behavior which updates all zones when a pkg is
     installed in the global zone.  We cannot use standard Solaris media since
     the host can have a variety of patches installed which have updated the
     base system pkgs beyond any specific Solaris release.

     Instead what we want to do is similar to what happens when a zone is
     initially installed.  The spooled pkg data and global zone files are the
     source for installing the zone.  In this way the zone is installed with
     the correct pkg versions along with any patches that have been applied to
     those pkgs.

     We can do something similar for "update on attach".  The zone 'attach'
     validation already generates a list of mismatched pkg versions and patches.
     We can use this information to determine which dependent pkgs need to
     be updated so that the zone can run properly on the new host.  We will
     remove the obsolete versions of those pkgs and install the up-to-date
     version using the pkg data spooled in the global zone.  This procedure will
     preserve any editable or volatile files that are delivered by these pkgs.
     The normal pkg install scripts and class action scripts are run as part of
     this process so any updates performed by these scripts will take place.  As
     described in [4] the dependent pkgs are those that have the
     SUNW_PKG_ALLZONES=true pkg attribute as well as any pkgs installed in an
     inherited-pkg-dir.  Only these pkgs will be updated to match the new host.

     We will ensure that we will only update a zone to a host running the same
     or later version of the dependent pkgs.  For example, if the new host has
     a mix of higher and lower version patches as compared to the source host
     then we will not allow an update during the attach.

     By default the zone will not be updated during attach.  Instead, the
     existing output listing the pkgs that are out of sync will continue to
     be printed.  We will add a new option (-u) to the 'zoneadm attach'
     subcommand.  When this option is used then zoneadm will update the
     necessary pkgs during the attach (assuming there are any to update).

     Because the zone has previously booted and run on the source host it is
     possible that there could be security issues with directly accessing the
     zone's filesystem to remove and add pkgs to the zone.  To protect against
     this the pkg operations will be performed within the scratch zone [5].  The
     scratch zone was defined to address this specific issue for upgrading
     zones.

     We cannot use the pkgrm(1M) and pkgadd(1M) commands to update the zone
     while running within the scratch zone.  Those commands explicitly
     disallow removing or adding a pkg with the SUNW_ALLZONES attribute set
     unless running in the global zone.  Instead we will use the
     /usr/sadm/install/bin/pkgremove and /usr/sadm/install/bin/pkginstall
     commands directly.  The pkgrm and pkgadd commands are wrappers to those
     commands.  Those commands were formerly part of the ON consolidation but
     moved to the Install consolidation as part of [6].  That case documents man
     pages for pkgremove and pkginstall but no such man pages exist.  No
     stability level is documented for these two commands so we're assuming
     these are consolidation private and a contract is needed to directly use
     these commands.  The command line options being used are:

         /usr/sadm/install/bin/pkgremove:
                 -a                      same as public pkgrm option
                 -F                      private - used by upgrade to suppress
                                         actual removal of files delivered by
                                         the pkg
                 -M                      same as public pkgrm option
                 -n                      same as public pkgrm option
                 -O inherited-filesystem={IPD}   private - used to specify
                                                 the zone's inherited-pkg-dir
                                                 entries
                 -R                      same as public pkgrm option

         /usr/sadm/install/bin/pkginstall:
                 -a                      same as public pkgrm option
                 -C                      private - disable checksums since files
                                         are installed via a separate copy from
                                         the global zone
                 -h                      private - enable hollow pkg support
                 -N pkgadd               private - error msgs use use the name
                                         "pkgadd" instead of "pkginstall"
                 -n                      same as public pkgrm option
                 -O addzonename          private - error msgs include zonename
                 -O inherited-filesystem={IPD}   private - used to specify
                                                 the zone's inherited-pkg-dir
                                                 entries
                 -R                      same as public pkgrm option
                 -S                      private - suppress copyright output
                 -t                      private - suppress spooled pkg creation
                 -z                      private - install zone pkg data from
                                         spooled pkg data

EXPORTED INTERFACES

         zoneadm attach option
                 [-u]                    Evolving

IMPORTED INTERFACES

         pkgremove, pkginstall and
         their options described in
         this case                       Contracted Consolidation Private

REFERENCES

1. PSARC 2002/174 Virtualization and Namespace Isolation in Solaris
2. RFE: zoneadm attach should patch/update the zone to the new hosts level
    Bugid 6480464 http://bugs.opensolaris.org/view_bug.do?bug_id=6480464
3. RFE: zoneadm detach/attach should work between sun4u and sun4v architecture
    Bugid 6576592 http://bugs.opensolaris.org/view_bug.do?bug_id=6576592
4. PSARC/2006/030 Zone migration
5. PSARC/2005/474 Zones Upgrade
6. PSARC/2002/274 Move SVr4 Packaging from ON to ADMIN


From sacadmin Mon Oct 29 07:11:54 2007
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Date: Mon, 29 Oct 2007 07:08:44 -0700
From: Jerri-Ann Meyer <jerriann.meyer@sun.com>
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To: psarc@sac.sfbay.sun.com, Jerry Jelinek <Gerald.Jelinek@sun.com>,
        "Eric J. Ray" <Eric.Ray@sun.com>
Subject: zone update on attach [PSARC/2007/621 FastTrack timeout 10/05/2007]
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 boundary="------------070909080606060603090207"
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This is a multi-part message in MIME format.
--------------070909080606060603090207
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I approve this contract.


		jerri-ann



--------------070909080606060603090207
Content-Type: text/plain;
 name="contract2.txt"
Content-Transfer-Encoding: 7bit
Content-Disposition: inline;
 filename="contract2.txt"

	CONTRACT ALLOWING/REQUIRING SPECIAL ARRANGEMENTS FOR INTERFACES

0.  Number:
    [The number is assigned by the ARC CASE owner, and has the format
    CASE-sequence within case; for example, XXARC/1901/952-03.
    Sequence begins at 01 in each case.]

1.  This contract is between
	a SUPPLIER of INTERFACES and
	a CONSUMER of those INTERFACES,
    both of whom are entities within Sun Microsystems, Incorporated.

2.  The SUPPLIER (definer and/or implementor) is identified by the following:
    Product or Bundle: Solaris
    Consolidation: Install
    Department or Group: Install
    Bugtraq Category/SubCategory:
    Responsible Manager: Eric Ray

3.  The CONSUMER is identified by the following:
    Product or Bundle: Solaris
    Consolidation: ON
    Department or Group: Zones
    Bugtraq Category/SubCategory:
    Responsible Manager: Jerri-Ann Meyer

4.  The INTERFACES are:

	/usr/sadm/install/bin/pkgremove		Contracted Unstable
	/usr/sadm/install/bin/pkginstall
		use of cmds and options described in this ARC case

5.  The ARC controlling these INTERFACES is: PSARC

6.  The CASE describing these INTERFACES is: PSARC/2002/274

7.  The following SPECIAL ARRANGEMENTS are made which modify the rules
    imposed by the stability levels listed in section 4 above:
 
_N_ 7a. Although the stability level doesn't normally restrict it,
        SUPPLIER promises to only modify INTERFACES in an incompatible
	way as follows:

_N_ 7b. Although the stability level doesn't normally allow it, CONSUMER will
        expose INTERFACES to a PARTNER, which is external to Sun, namely:
		Name of Company:
		Name of Department or Group within Company:
		Responsible Manager:

_Y_ 7c. Although the stability level doesn't normally allow it, CONSUMER will
        import INTERFACES from a separate consolidation.

_Y_ 7d. If SUPPLIER decides to change (including replace or remove) any
	portion of the INTERFACES, SUPPLIER will notify CONSUMER of the
	proposed new version, no later than the application for ARC
	approval of the new version.
	If SUPPLIER and CONSUMER are contained in the same consolidation,
	they have the option of arranging for simultaneous conversion
	to the new interfaces.  If this is not possible, or if they are
	not in the same consolidation, then SUPPLIER will either make best
	effort to work with CONSUMER so that CONSUMER can detect which
	version of INTERFACES is being supplied, or else SUPPLIER will
	make best effort to supply both old and new versions of
	INTERFACES.
	If SUPPLIER cannot make both versions of INTERFACES available,
	and SUPPLIER and CONSUMER cannot devise a method whereby
	CONSUMER can detect which version of INTERFACES is being
	supplied, and the old version of CONSUMER will not run with the
	new version of SUPPLIER, then either the EOL process must be
	followed by SUPPLIER, or else a major release of SUPPLIER will
	be required, or the change will not be allowed.

8. If CONSUMER requires changes in INTERFACES, SUPPLIER will make
   best effort to accommodate such changes, which shall then be
   treated in accordance with paragraph 7 above.

9. Notwithstanding paragraphs 7 and 8, a change to any portion
   of the INTERFACES shall be regarded as a completely new set of
   INTERFACES which require both ARC approval and execution of
   a new contract.

10. SUPPLIER and CONSUMER agree that evolution of INTERFACES shall be
    handled as follows:
	An ARC case.  The Install group wiil notify the Zones group
	if any changes to these interfaces are planned.

11. SUPPLIER and CONSUMER agree that this contract can be terminated as
    follows:
	An ARC case.

12. This contract is not valid until "signed" via agreement from the
    SUPPLIER and CONSUMER, and approved by the ARC CASE referenced by
    this contract.  E-mail agreement to the contract should be archived
    in the mail archive of CASE; verbal agreement to the contract
    should be noted in the meeting minutes.  This contract remains
    valid until superseded or invalidated.

For SUPPLIER: Eric Ray		Date:
For CONSUMER: Jerri-Ann Meyer	Date:
For ARC: Jerry Jelinek		Date:

    A copy of this contract shall be deposited in the CASE directory as
    "contract-1" or in a "contracts" subdirectory.

13. (Not to be filled in until superseded or invalidated.)
    This contract was superseded or invalidated by CASE:
    For ARC:			Date:



--------------070909080606060603090207--

From Gerald.Jelinek@Sun.COM Mon Oct 29 07:17:36 2007
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Date: Mon, 29 Oct 2007 08:10:32 -0600
From: Jerry Jelinek <Gerald.Jelinek@Sun.COM>
Subject: Re: zone update on attach [PSARC/2007/621 FastTrack timeout 10/05/2007]
Sender: Gerald.Jelinek@Sun.COM
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[Sorry for any duplicates, resending to psarc-ext]

I am sponsoring this fast-track for myself.  There is
a contract associated with this case and I have placed
a copy in the case directory.  I will have the appropriate
managers email the case with their approval.

Thanks,
Jerry

---

SUMMARY:

     This fast-track enhances the Solaris Zones [1] subsystem to address
     existing RFEs [2,3] requesting the ability to update a non-global zone when
     migrating from one machine to another.

     Currently when we migrate a zone we validate that the destination host has
     the same pkg versions and patches for the zone-dependent packages as were
     installed on the source host.  This is described in the zone migration ARC
     case [4].  While this is safe and ensures that the new host is capable of
     properly supporting the zone, it is also very restrictive.  With this
     enhancement, if the new host has higher versions of the zone-dependent
     pkgs, or higher versions of patches for those pkgs, then when we attach the
     zone to the new host we will enable an update of the pkgs and pkg metadata
     within the zone to match the new host.

     Patch binding is requested for this "update on attach" capability.  The
     stability of these interfaces is documented in the interface table below.

DETAILS:

     "Update on attach" is different from a traditional zone upgrade.  In the
     traditional upgrade all native zones are upgraded as part of upgrading the
     base system using a standard Solaris media image as the source for the pkgs
     to upgrade to.  Pkg operations on pkgs with the SUNW_ALLZONES attribute
     set must be run from the global zone, the operation will be performed on
     all native zones, and this behavior is built-in to the pkg commands.

     With "update on attach" we are only updating a single zone.  We cannot
     depend on the basic pkg behavior which updates all zones when a pkg is
     installed in the global zone.  We cannot use standard Solaris media since
     the host can have a variety of patches installed which have updated the
     base system pkgs beyond any specific Solaris release.

     Instead what we want to do is similar to what happens when a zone is
     initially installed.  The spooled pkg data and global zone files are the
     source for installing the zone.  In this way the zone is installed with
     the correct pkg versions along with any patches that have been applied to
     those pkgs.

     We can do something similar for "update on attach".  The zone 'attach'
     validation already generates a list of mismatched pkg versions and patches.
     We can use this information to determine which dependent pkgs need to
     be updated so that the zone can run properly on the new host.  We will
     remove the obsolete versions of those pkgs and install the up-to-date
     version using the pkg data spooled in the global zone.  This procedure will
     preserve any editable or volatile files that are delivered by these pkgs.
     The normal pkg install scripts and class action scripts are run as part of
     this process so any updates performed by these scripts will take place.  As
     described in [4] the dependent pkgs are those that have the
     SUNW_PKG_ALLZONES=true pkg attribute as well as any pkgs installed in an
     inherited-pkg-dir.  Only these pkgs will be updated to match the new host.

     We will ensure that we will only update a zone to a host running the same
     or later version of the dependent pkgs.  For example, if the new host has
     a mix of higher and lower version patches as compared to the source host
     then we will not allow an update during the attach.

     By default the zone will not be updated during attach.  Instead, the
     existing output listing the pkgs that are out of sync will continue to
     be printed.  We will add a new option (-u) to the 'zoneadm attach'
     subcommand.  When this option is used then zoneadm will update the
     necessary pkgs during the attach (assuming there are any to update).

     Because the zone has previously booted and run on the source host it is
     possible that there could be security issues with directly accessing the
     zone's filesystem to remove and add pkgs to the zone.  To protect against
     this the pkg operations will be performed within the scratch zone [5].  The
     scratch zone was defined to address this specific issue for upgrading
     zones.

     We cannot use the pkgrm(1M) and pkgadd(1M) commands to update the zone
     while running within the scratch zone.  Those commands explicitly
     disallow removing or adding a pkg with the SUNW_ALLZONES attribute set
     unless running in the global zone.  Instead we will use the
     /usr/sadm/install/bin/pkgremove and /usr/sadm/install/bin/pkginstall
     commands directly.  The pkgrm and pkgadd commands are wrappers to those
     commands.  Those commands were formerly part of the ON consolidation but
     moved to the Install consolidation as part of [6].  That case documents man
     pages for pkgremove and pkginstall but no such man pages exist.  No
     stability level is documented for these two commands so we're assuming
     these are consolidation private and a contract is needed to directly use
     these commands.  The command line options being used are:

         /usr/sadm/install/bin/pkgremove:
                 -a                      same as public pkgrm option
                 -F                      private - used by upgrade to suppress
                                         actual removal of files delivered by
                                         the pkg
                 -M                      same as public pkgrm option
                 -n                      same as public pkgrm option
                 -O inherited-filesystem={IPD}   private - used to specify
                                                 the zone's inherited-pkg-dir
                                                 entries
                 -R                      same as public pkgrm option

         /usr/sadm/install/bin/pkginstall:
                 -a                      same as public pkgrm option
                 -C                      private - disable checksums since files
                                         are installed via a separate copy from
                                         the global zone
                 -h                      private - enable hollow pkg support
                 -N pkgadd               private - error msgs use use the name
                                         "pkgadd" instead of "pkginstall"
                 -n                      same as public pkgrm option
                 -O addzonename          private - error msgs include zonename
                 -O inherited-filesystem={IPD}   private - used to specify
                                                 the zone's inherited-pkg-dir
                                                 entries
                 -R                      same as public pkgrm option
                 -S                      private - suppress copyright output
                 -t                      private - suppress spooled pkg creation
                 -z                      private - install zone pkg data from
                                         spooled pkg data

EXPORTED INTERFACES

         zoneadm attach option
                 [-u]                    Evolving

IMPORTED INTERFACES

         pkgremove, pkginstall and
         their options described in
         this case                       Contracted Consolidation Private

REFERENCES

1. PSARC 2002/174 Virtualization and Namespace Isolation in Solaris
2. RFE: zoneadm attach should patch/update the zone to the new hosts level
    Bugid 6480464 http://bugs.opensolaris.org/view_bug.do?bug_id=6480464
3. RFE: zoneadm detach/attach should work between sun4u and sun4v architecture
    Bugid 6576592 http://bugs.opensolaris.org/view_bug.do?bug_id=6576592
4. PSARC/2006/030 Zone migration
5. PSARC/2005/474 Zones Upgrade
6. PSARC/2002/274 Move SVr4 Packaging from ON to ADMIN

From sacadmin Tue Oct 30 05:19:19 2007
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Date: Tue, 30 Oct 2007 06:15:42 -0600
From: Eric Ray <Eric.Ray@sun.com>
Subject: zone update on attach [PSARC/2007/621 FastTrack timeout 10/05/2007]
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Approve.

Please let me know if you have questions or need more information.

Thanks,
Eric

-- 

Eric J. Ray
Software Engineering Manager
Solaris Install
Sun Microsystems
303-223-7843 (direct)/x81067
eric.ray@sun.com

From Gerald.Jelinek@sun.com Mon Nov  5 11:15:55 2007
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Date: Mon, 05 Nov 2007 12:08:31 -0700
From: Jerry Jelinek <Gerald.Jelinek@sun.com>
Subject: Re: zone update on attach [PSARC/2007/621 FastTrack timeout 10/05/2007]
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This fast-track has timed out with no comments and the
contract has been approved by both managers so I am
marking it closed approved.

Thanks,
Jerry

