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Written by: Neil Brown
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Overlay Filesystem
==================
This document describes a prototype for a new approach to providing
overlay-filesystem functionality in Linux (sometimes referred to as
union-filesystems). An overlay-filesystem tries to present a
filesystem which is the result over overlaying one filesystem on top
of the other.
Overlay objects
---------------
The overlay filesystem approach is 'hybrid', because the objects that
appear in the filesystem do not always appear to belong to that filesystem.
In many cases, an object accessed in the union will be indistinguishable
from accessing the corresponding object from the original filesystem.
This is most obvious from the 'st_dev' field returned by stat(2).
While directories will report an st_dev from the overlay-filesystem,
non-directory objects may report an st_dev from the lower filesystem or
upper filesystem that is providing the object. Similarly st_ino will
only be unique when combined with st_dev, and both of these can change
over the lifetime of a non-directory object. Many applications and
tools ignore these values and will not be affected.
In the special case of all overlay layers on the same underlying
filesystem, all objects will report an st_dev from the overlay
filesystem and st_ino from the underlying filesystem. This will
make the overlay mount more compliant with filesystem scanners and
overlay objects will be distinguishable from the corresponding
objects in the original filesystem.
On 64bit systems, even if all overlay layers are not on the same
underlying filesystem, the same compliant behavior could be achieved
with the "xino" feature. The "xino" feature composes a unique object
identifier from the real object st_ino and an underlying fsid index.
If all underlying filesystems support NFS file handles and export file
handles with 32bit inode number encoding (e.g. ext4), overlay filesystem
will use the high inode number bits for fsid. Even when the underlying
filesystem uses 64bit inode numbers, users can still enable the "xino"
feature with the "-o xino=on" overlay mount option. That is useful for the
case of underlying filesystems like xfs and tmpfs, which use 64bit inode
numbers, but are very unlikely to use the high inode number bit.
Upper and Lower
---------------
An overlay filesystem combines two filesystems - an 'upper' filesystem
and a 'lower' filesystem. When a name exists in both filesystems, the
object in the 'upper' filesystem is visible while the object in the
'lower' filesystem is either hidden or, in the case of directories,
merged with the 'upper' object.
It would be more correct to refer to an upper and lower 'directory
tree' rather than 'filesystem' as it is quite possible for both
directory trees to be in the same filesystem and there is no
requirement that the root of a filesystem be given for either upper or
lower.
The lower filesystem can be any filesystem supported by Linux and does
not need to be writable. The lower filesystem can even be another
overlayfs. The upper filesystem will normally be writable and if it
is it must support the creation of trusted.* extended attributes, and
must provide valid d_type in readdir responses, so NFS is not suitable.
A read-only overlay of two read-only filesystems may use any
filesystem type.
Directories
-----------
Overlaying mainly involves directories. If a given name appears in both
upper and lower filesystems and refers to a non-directory in either,
then the lower object is hidden - the name refers only to the upper
object.
Where both upper and lower objects are directories, a merged directory
is formed.
At mount time, the two directories given as mount options "lowerdir" and
"upperdir" are combined into a merged directory:
mount -t overlay overlay -olowerdir=/lower,upperdir=/upper,\
workdir=/work /merged
The "workdir" needs to be an empty directory on the same filesystem
as upperdir.