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From: Liane Praza <lianep@coupe.sfbay.sun.com>
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Subject: SMF Template Extensions [PSARC/2008/350 FastTrack timeout 06/05/2008]
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Template Version: @(#)sac_nextcase 1.66 04/17/08 SMI
This information is Copyright 2008 Sun Microsystems
1. Introduction
    1.1. Project/Component Working Name:
	 SMF Template Extensions
    1.2. Name of Document Author/Supplier:
	 Author:  Liane Praza
    1.3  Date of This Document:
	29 May, 2008
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: Thu, 29 May 2008 14:55:13 -0700
From: Liane Praza <lianep@coupe.sfbay.sun.com>
Subject: 2008/350 SMF Template Extensions
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I'm submitting this fasttrack on my own behalf.  It seeks Patch binding, 
and is set to time out on June 5, 2008.

liane

---

SMF Template Extensions
Liane Praza
2008/05/28

1. Summary

  This case extends existing SMF templates to provide a general mechanism
  for describing service configuration metadata.  It includes DTD
  extensions for service manifests, libscf calls, and command extensions.

  It seeks Patch binding, as no incompatible interfaces are introduced.
  (There are no current plans to backport this work to Solaris 10.)

  Additional materials mentioned throughout this document are in
  the materials subdirectory.

2. Details

  In an smf(5) service manifest, we have carved out a region for holding
  service metadata called the "template". It currently only holds things
  like man/web page references and a localizable service name. We've long
  hoped to grow this section to encompass more information.

  This project extends the template metadata significantly, and modifies
  a number of existing services, and a few existing commands to take
  advantage of this metadata.  These template extensions let us do things
  like specify human-readable names and descriptions for properties and
  values, let us indicate when a property isn't something a user should
  see or modify, let us put some basic constraints on the values a
  property can take on, and do so in a way that can be wildcarded across
  classes of property groups, services, or instances.

2.1 DTD extensions

  Templates are defined through a set of DTD extensions for service
  manifests.  An updated DTD and diffs are provided in the case
  directory.  In addition, smf_template(5) (provided also in the
  case directory) extensively describes the new tags available to
  service authors and offers guidelines for their use.

  A quick overview is offered here for the options available, though
  the provided smf_template(5) is more descriptive and detailed.

  Property group patterns describe a property group, allowing
  wildcarding on name and type (through omission in the definition),
  and scoping to instance, service, restarter, or global.

  <pg_pattern name="pgname" type="pgtype" target="this" required="true">
     <common_name>
        <loctext xml:lang='C'>short name</loctext>
     </common_name>
     <description>
        <loctext xml:lang='C'>A longer description of the property group.
        </loctext>
     </description>
  </pg_pattern>

  pg_patterns elements may also describe specific properties.

  <prop_pattern name="propname" type="proptype" required="true">
     <common_name>
       <loctext xml:lang='C'>short name</loctext>
     </common_name>
     <units>
        <loctext xml:lang='C'>units, if appropriate</loctext>
     </units>
     <description>
        <loctext xml:lang='C'>A longer description of the property.</loctext>
     </description>
     <visibility value="hidden | readonly | readwrite"/>
     <cardinality min="1" max="1"/>
     <internal_separators>,</internal_separators>
  </prop_pattern>

  prop_patterns may describe constraints and choices for the
  individual values, as well as descriptions of those values.

    <constraints>
          <value name="blue" />
          <range min="1" max="7"/>
          <include_values type="values"/>
    </constraints>
    <choices>
          <range min="1" max="3"/>
          <value name="green" />
          <value name="orange" />
          <include_values type="constraints"/>
          <include_values type="values"/>
    </choices>
    <values>
          <value name="blue">
                  <common_name>
                          <loctext xml:lang='C'>blue</loctext>
                  </common_name>
                  <description>
                          <loctext xml:lang='C'>
                                  The color between green and indigo.
                          </loctext>
                  </description>
          </value>
    </values>

2.2 libscf calls

  Two new sets of new libscf calls provide composed access to the template
  data.  One set allows access to the extended template descriptions and
  metadata.  The other validates that configuration meets the constraints
  defined by templates (allowing exploration of any constraint violations
  encountered).

  Additionally, we document and stabilize convenience functions to
  convert from property type to a string, and string to property type.

  Full manpages for these functions are included in the case materials,
  and a list of functions introduced is included in the interface
  table below.

  No changes to existing libscf(3lib) calls are currently proposed.

  Auditing is handled normally by configd.

2.3 Command updates

  While there are a number of modifications and additions to the
  existing SMF commands possible using the templates data, we've
  explored a few basic changes as part of this project.  We expect
  more in the future, though are not pursuing them as part of this case.

2.3.1 svccfg import and validation

  The existing svccfg validate subcommand is enhanced to validate
  property groups and properties either in the repository or in
  a manifest file against template data in the manifest itself, as
  well as applicable data already in the repository.  Template
  validation confirms that required property groups and properties
  are present, property groups and properties match their templated
  definitions, and that any defined constraints on those properties
  have been satisfied.

  The existing svccfg import subcommand will now import template
  information defined in the service manifest.  It is also extended
  to validate against templates during import.  It emits warnings
  during normal operation, and we introduce an optional -V option to
  fail import if template validation fails.

2.3.2 Displaying templates

  We wish to allow display of templates data both as extended
  information about existing settings, as well as to provide
  information about potential settings.

  The -l option to svcs is extended to allow combination with
  the existing -v option.  In this mode, property groups of
  type "application" that are not templated as 'hidden' are
  displayed along with 'basic' template data.

  e.g. the information added for "svcs -lv console-login" would be:
    ttymon (application)
    ttymon/device (astring) = /dev/console
      The terminal device to be used for the console login prompt.
    ttymon/label (astring) = console
      The appropriate entry from /etc/ttydefs.
    ttymon/modules (astring) = ldterm,ttcompat
      Modules to be pushed on the terminal.
    ttymon/nohangup (boolean) = true
      Force hangup by temporarily setting line speed to 0.
    ttymon/prompt (astring) = "`uname -n` console login:"
      Prompt to be printed on console.
    ttymon/terminal_type (astring) = ""
      The initial value of the TERM environment variable.
    ttymon/timeout (count) = 0
      Delay after printing prompt before ttymon should exit.

  In addition, we introduce a "describe" subcommand to svccfg
  to allow exploration of template data.
     describe [-v] [-t] [propertygroup/property]

  It allows display of either the template data which applies to the
  existing settings (by default), or of the template data only (with
  the -t option).

2.4 Guidance update

  The SMF ARC policy will be updated to recommend service authors
  define template metadata for service-specific property groups and
  properties.
  
2.5 Manifest updates

  As part of the initial integration of the Templates project, we will
  provide a set of updated manifests, including updated manifests to
  describe the global and restarter generic properties.

  The svc:/system/svc/global service is newly introduced to define
  SMF-wide templates and settings.

2.6 Repository representation

  Template data is stored in the repository in an extension to the
  existing templates data, which is simply modelled as a set of
  property groups and properties on the service.  All template
  repository representation is private.

  Property groups are less indented than the properties contained in
  them in the next few sections.

  2.6.1 Existing Template Definitions

    For reference, the repository representation for the templates
    elements supported in Solaris 10 is as follows.

    tm_common_name template
      C ustring
      US-ENG ustring
      UK-ENG ustring
    tm_description template
      C ustring
    tm_man_<title> template
      manpath astring
      section astring
      title astring

  2.6.2 Property Layout For New Template Information

    tm_pg_pattern_nt_<name> template_pg_pattern
    tm_pg_pattern_n_<name> template_pg_pattern
    tm_pg_pattern_t_<type> template_pg_pattern
    tm_pg_pattern_ template_pg_pattern
      name astring       optional: default wildcard
                         property group's name
      type astring       optional: default wildcard
                         property group's type
                         (remember that property group types may
                         be service-author defined.)
      required boolean   optional: default 'false'
      target astring     optional: default 'this'
                         this|instance|delegate|all
      common_name_<lang> ustring   optional
                                   short, localized, human readable name
      description_<lang> ustring   optional
                                   localized, longer description

    tm_prop_pattern_<pg_pattern_name>_<name> template_prop_pattern
      pg_pattern astring           required
                                   name of property group for pg_pattern
      name astring                 required
                                   name of property
      required boolean             optional: default 'false'
      type astring                 optional: default wildcard
                                   type is optional only if required is false.
                                   property group's type, list of types
      common_name_<lang> ustring   optional
                                   short, localized, human readable name
      units_<lang> ustring         optional
                                   localized, human-readable units
      description_<lang> ustring   optional
                                   localized, longer description
      visibility astring           optional
                                   hidden|readonly|readwrite
      cardinality_min astring      count
                                   non-negative integers
      cardinality_max astring      count
                                   non-negative integers
      internal_separators astring[]  optional
                                   list of separator characters for values
      constraint_name astring[]    optional
                                   possible prop value or list of values
      constraint_range astring     optional
                                   min,max
      choices_range astring        optional
                                   min,max
      choices_name astring[]       optional
                                   possible prop value or list of values
      choices_include_values astring    optional
                                   [constraints|values]
      value_<BASE32 name>_common_name_<lang> ustring  optional
                                               short, localized
                                               A BASE32 encoding of
                                               the value name is required
                                               because the value name may
                                               not be suitable for
                                               property-name inclusion.
      value_<BASE32 name>_description_<lang> ustring  optional
                                               localized, longer description
                                               A BASE32 encoding of
                                               the value name is required
                                               because the value name may
                                               not be suitable for
                                               property-name inclusion.

3. Interface Table

  template DTD extensions			Committed
  templates repository representation		Private
  svc:/system/svc/global			Uncommitted
  svccfg validate				Committed
  svccfg import -V				Committed
  svccfg describe (invocation)			Committed
  svccfg describe (output)			Not-an-interface
  svcs -lv (invocation)				Committed
  svcs -lv (output)				Not-an-interface
  scf_type_to_string()				Committed
  scf_string_to_type()				Committed
  scf_tmpl_pg_create()				Committed
  scf_tmpl_pg_reset()				Committed
  scf_tmpl_pg_destroy()				Committed
  scf_tmpl_get_by_pg_name()			Committed
  scf_tmpl_get_by_pg()				Committed
  scf_tmpl_iter_pgs()				Committed
  scf_tmpl_prop_create()			Committed
  scf_tmpl_prop_reset()				Committed
  scf_tmpl_get_by_prop()			Committed
  scf_tmpl_prop_destroy()			Committed
  scf_tmpl_iter_props()				Committed
  scf_tmpl_pg_name()				Committed
  scf_tmpl_pg_type()				Committed
  scf_tmpl_pg_required()			Committed
  scf_tmpl_pg_common_name()			Committed
  scf_tmpl_pg_description()			Committed
  scf_tmpl_prop_name()				Committed
  scf_tmpl_prop_type()				Committed
  scf_tmpl_prop_required()			Committed
  scf_tmpl_prop_common_name()			Committed
  scf_tmpl_prop_description()			Committed
  scf_tmpl_prop_units()				Committed
  scf_tmpl_prop_visibility()			Committed
  scf_tmpl_visibility_to_string()		Committed
  scf_tmpl_prop_cardinality()			Committed
  scf_tmpl_prop_internal_seps()			Committed
  scf_tmpl_value_name_constraints()		Committed
  scf_count_ranges_destroy()			Committed
  scf_int_ranges_destroy()			Committed
  scf_tmpl_value_count_range_constraints()	Committed
  scf_tmpl_value_int_range_contraints()		Committed
  scf_tmpl_value_name_choices()			Committed
  scf_values_destroy()				Committed
  scf_tmpl_value_count_range_choices()		Committed
  scf_tmpl_value_int_range_choices()		Committed
  scf_tmpl_value_common_name()			Committed
  scf_tmpl_value_description()			Committed
  scf_tmpl_value_in_constraint()		Committed
  scf_tmpl_validate_fmri()			Committed
  scf_tmpl_errors_destroy()			Committed
  scf_tmpl_next_error()				Committed
  scf_tmpl_reset_errors()			Committed
  scf_tmpl_strerror()				Committed
  scf_tmpl_error_type()				Committed
  scf_tmpl_error_source_fmri()			Committed
  scf_tmpl_error_pg_tmpl()			Committed
  scf_tmpl_error_pg()				Committed
  scf_tmpl_error_prop_tmpl()			Committed
  scf_tmpl_error_prop()				Committed
  scf_tmpl_error_value()			Committed

4. References

  PSARC/2002/547 Greenline
  PSARC/2004/524 smf(5) clarifications

5. Additional Materials

  New manpages and diffs for existing manpages are available in the
  case directory under the 'materials' subdirectory.

From Darren.Reed@sun.com Thu May 29 20:50:03 2008
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Date: Thu, 29 May 2008 20:49:55 -0700
From: Darren Reed <Darren.Reed@sun.com>
Subject: Re: 2008/350 SMF Template Extensions
In-reply-to: <20080529215513.GA11082@coupe.sfbay.sun.com>
Sender: Darren.Reed@sun.com
To: Liane Praza <lianep@coupe.sfbay.sun.com>
Cc: psarc-ext@sun.com, Thomas.Whitten@sun.com, Antonello.Cruz@sun.com,
        dep@eng.sun.com
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Liane Praza wrote:

>...
>2.5 Manifest updates
>
>  As part of the initial integration of the Templates project, we will
>  provide a set of updated manifests, including updated manifests to
>  describe the global and restarter generic properties.
>
>  The svc:/system/svc/global service is newly introduced to define
>  SMF-wide templates and settings.
>  
>

Can you please expand on the behaviour of this service?
Will a man page (or other documentation) be delivered?
(There doesn't appear to be anything in the materials dir.?)

Darren


From liane.praza@sun.com Fri May 30 09:42:04 2008
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Date: Fri, 30 May 2008 09:42:16 -0700
From: Liane Praza <liane.praza@sun.com>
Subject: Re: 2008/350 SMF Template Extensions
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Darren Reed wrote:
> Liane Praza wrote:
> 
>> ...
>> 2.5 Manifest updates
>>
>>  As part of the initial integration of the Templates project, we will
>>  provide a set of updated manifests, including updated manifests to
>>  describe the global and restarter generic properties.
>>
>>  The svc:/system/svc/global service is newly introduced to define
>>  SMF-wide templates and settings.
>>  
>>
> 
> Can you please expand on the behaviour of this service?
> Will a man page (or other documentation) be delivered?
> (There doesn't appear to be anything in the materials dir.?)

It's mentioned in smf_template(5), which is the current subsystem which 
utilizes the service.

It'll be a transient service.  No start method is necessary for now 
(it's defined as :true), but of course we would reserve the ability to 
change that in future ARC cases if necessary/appropriate.  There are no 
new Committed properties on the service itself.

liane

From Nicolas.Williams@sun.com Fri May 30 10:19:12 2008
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Date: Fri, 30 May 2008 12:17:20 -0500
From: Nicolas Williams <Nicolas.Williams@sun.com>
Subject: Re: 2008/350 SMF Template Extensions
In-reply-to: <20080529215513.GA11082@coupe.sfbay.sun.com>
To: Liane Praza <lianep@coupe.sfbay.sun.com>
Cc: psarc-ext@sun.com, Thomas.Whitten@sun.com, Antonello.Cruz@sun.com,
        dep@eng.sun.com
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+     import [-V] file
...
+         If the -V option is specified, manifests which violate
+         the defined templates will fail to import.  In interactive
+         invocations of svccfg, -V is the default behaviour.

So, no way to import a manifest interactively without this option?

(I don't mind -- users can always use svccfg(1M) non-interactively to
get beyond this.)

Nico
-- 

From liane.praza@Sun.COM Fri May 30 10:39:23 2008
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Date: Fri, 30 May 2008 10:39:37 -0700
From: Liane Praza <liane.praza@Sun.COM>
Subject: Re: 2008/350 SMF Template Extensions
In-reply-to: <20080530171720.GY2735@Sun.COM>
To: Liane Praza <lianep@eng.sun.com>, psarc-ext@Sun.COM,
        Thomas.Whitten@Sun.COM, Antonello.Cruz@Sun.COM, dep@eng.sun.com
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Nicolas Williams wrote:
> +     import [-V] file
> ...
> +         If the -V option is specified, manifests which violate
> +         the defined templates will fail to import.  In interactive
> +         invocations of svccfg, -V is the default behaviour.
> 
> So, no way to import a manifest interactively without this option?
> 
> (I don't mind -- users can always use svccfg(1M) non-interactively to
> get beyond this.)

That's correct.

liane

From Darren.Reed@sun.com Fri May 30 14:42:01 2008
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Date: Fri, 30 May 2008 14:41:52 -0700
From: Darren Reed <Darren.Reed@sun.com>
Subject: Re: 2008/350 SMF Template Extensions
In-reply-to: <48402E68.2030907@sun.com>
Sender: Darren.Reed@sun.com
To: Liane Praza <Liane.Praza@sun.com>
Cc: Liane Praza <lianep@eng.sun.com>, psarc-ext@sun.com,
        Thomas.Whitten@sun.com, Antonello.Cruz@sun.com, dep@eng.sun.com
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Liane Praza wrote:

> Darren Reed wrote:
>
>> Liane Praza wrote:
>>
>>> ...
>>> 2.5 Manifest updates
>>>
>>>  As part of the initial integration of the Templates project, we will
>>>  provide a set of updated manifests, including updated manifests to
>>>  describe the global and restarter generic properties.
>>>
>>>  The svc:/system/svc/global service is newly introduced to define
>>>  SMF-wide templates and settings.
>>>  
>>>
>>
>> Can you please expand on the behaviour of this service?
>> Will a man page (or other documentation) be delivered?
>> (There doesn't appear to be anything in the materials dir.?)
>
>
> It's mentioned in smf_template(5), which is the current subsystem 
> which utilizes the service.
>

Hmmm...

If a property is now defined first in a template and has previously
been defined in a service, is it now necessary to use "override='true'"?
And/or are there any consequences/requirements of using this attribute
now that templates may be imported earlier?

Darren


From liane.praza@sun.com Fri May 30 14:54:22 2008
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Date: Fri, 30 May 2008 14:54:40 -0700
From: Liane Praza <liane.praza@sun.com>
Subject: Re: 2008/350 SMF Template Extensions
In-reply-to: <484074A0.9080108@Sun.COM>
To: Darren Reed <Darren.Reed@sun.com>
Cc: Liane Praza <lianep@eng.sun.com>, psarc-ext@sun.com,
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Darren Reed wrote:
> Liane Praza wrote:
> 
>> Darren Reed wrote:
>>
>>> Liane Praza wrote:
>>>
>>>> ...
>>>> 2.5 Manifest updates
>>>>
>>>>  As part of the initial integration of the Templates project, we will
>>>>  provide a set of updated manifests, including updated manifests to
>>>>  describe the global and restarter generic properties.
>>>>
>>>>  The svc:/system/svc/global service is newly introduced to define
>>>>  SMF-wide templates and settings.
>>>>  
>>>>
>>>
>>> Can you please expand on the behaviour of this service?
>>> Will a man page (or other documentation) be delivered?
>>> (There doesn't appear to be anything in the materials dir.?)
>>
>>
>> It's mentioned in smf_template(5), which is the current subsystem 
>> which utilizes the service.
>>
> 
> Hmmm...
> 
> If a property is now defined first in a template and has previously
> been defined in a service, is it now necessary to use "override='true'"?
> And/or are there any consequences/requirements of using this attribute
> now that templates may be imported earlier?

Sorry, I'm not sure I understand your question.

Templates are metadata about configuration.  Metadata has no impact on 
whether a property is defined on a service, it only may describe that 
property.

liane

From Darren.Reed@sun.com Fri May 30 15:42:12 2008
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Date: Fri, 30 May 2008 15:42:04 -0700
From: Darren Reed <Darren.Reed@sun.com>
Subject: Re: 2008/350 SMF Template Extensions
In-reply-to: <484077A0.9000909@sun.com>
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To: Liane Praza <Liane.Praza@sun.com>
Cc: Liane Praza <lianep@eng.sun.com>, PSARC-ext@sun.com,
        Thomas.Whitten@sun.com, Antonello.Cruz@sun.com, dep@eng.sun.com
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Liane Praza wrote:

> Darren Reed wrote:
>
>> Liane Praza wrote:
>>
>>> Darren Reed wrote:
>>>
>>>> Liane Praza wrote:
>>>>
>>>>> ...
>>>>> 2.5 Manifest updates
>>>>>
>>>>>  As part of the initial integration of the Templates project, we will
>>>>>  provide a set of updated manifests, including updated manifests to
>>>>>  describe the global and restarter generic properties.
>>>>>
>>>>>  The svc:/system/svc/global service is newly introduced to define
>>>>>  SMF-wide templates and settings.
>>>>>  
>>>>>
>>>>
>>>> Can you please expand on the behaviour of this service?
>>>> Will a man page (or other documentation) be delivered?
>>>> (There doesn't appear to be anything in the materials dir.?)
>>>
>>>
>>>
>>> It's mentioned in smf_template(5), which is the current subsystem 
>>> which utilizes the service.
>>>
>>
>> Hmmm...
>>
>> If a property is now defined first in a template and has previously
>> been defined in a service, is it now necessary to use "override='true'"?
>> And/or are there any consequences/requirements of using this attribute
>> now that templates may be imported earlier?
>
>
> Sorry, I'm not sure I understand your question.
>
> Templates are metadata about configuration.  Metadata has no impact on 
> whether a property is defined on a service, it only may describe that 
> property.


Ah, ok.  Because they are using the same XML schema,
I had the impression they could contain data too. Thanks
for clearing that up.

Darren


From liane.praza@sun.com Wed Jun  4 11:09:55 2008
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Date: Wed, 04 Jun 2008 11:10:19 -0700
From: Liane Praza <liane.praza@sun.com>
Subject: 2008/350 SMF Template Extensions
To: psarc-ext@sun.com
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This case was approved during ARC business today.

liane

From liane.praza@sun.com Thu Oct  9 18:08:22 2008
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Date: Thu, 09 Oct 2008 18:09:08 -0700
From: Liane Praza <liane.praza@sun.com>
Subject: 2008/350 SMF Template Extensions
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This work has not integrated into ON yet.  During the course of testing 
and review, we discovered a small number of changes that were 
appropriate for this case.

The extent of the changes made are:
- introducing the scf_tmpl_pg_target() function as Committed,
- making a few minor naming changes to the Private templates
   repository representation, and
- making some minor changes to error codes for the libscf
   interfaces.

I expect these changes do not require a new case, as the function is 
in-line with other similar functions already introduced by this case, 
and the other changes are reasonably minor.  If this case needs to be 
re-opened due to these changes, or I need to file a separate fasttrack, 
please let me know.

I've deposited new case materials in the case directory under 
materials-final.  The manpages show non-trivial differences against the 
original files as clarifications were also made due to review comments.

liane

