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<chapter id='overview-yp'>
<title>Introducing the Yocto Project</title>
<section id='what-is-the-yocto-project'>
<title>What is the Yocto Project?</title>
<para>
The Yocto Project is an open source collaboration project
that helps developers create custom Linux-based systems that are
designed for embedded products regardless of the product's hardware
architecture.
Yocto Project provides a flexible toolset and a development
environment that allows embedded device developers across the
world to collaborate through shared technologies, software stacks,
configurations, and best practices used to create these tailored
Linux images.
</para>
<para>
Thousands of developers worldwide have discovered that Yocto
Project provides advantages in both systems and applications
development, archival and management benefits, and customizations
used for speed, footprint, and memory utilization.
The project is a standard when it comes to delivering embedded
software stacks.
The project allows software customizations and build interchange
for multiple hardware platforms as well as software stacks that
can be maintained and scaled.
</para>
<para id='yp-key-dev-elements'>
<imagedata fileref="figures/key-dev-elements.png" format="PNG" align='center' width="8in"/>
</para>
<para>
For further introductory information on the Yocto Project, you
might be interested in this
<ulink url='https://www.embedded.com/electronics-blogs/say-what-/4458600/Why-the-Yocto-Project-for-my-IoT-Project-'>article</ulink>
by Drew Moseley and in this short introductory
<ulink url='https://www.youtube.com/watch?v=utZpKM7i5Z4'>video</ulink>.
</para>
<para>
The remainder of this section overviews advantages and challenges
tied to the Yocto Project.
</para>
<section id='gs-features'>
<title>Features</title>
<para>
The following list describes features and advantages of the
Yocto Project:
<itemizedlist>
<listitem><para>
<emphasis>Widely Adopted Across the Industry:</emphasis>
Semiconductor, operating system, software, and
service vendors exist whose products and services
adopt and support the Yocto Project.
For a look at the Yocto Project community and
the companies involved with the Yocto
Project, see the "COMMUNITY" and "ECOSYSTEM" tabs
on the
<ulink url='&YOCTO_HOME_URL;'>Yocto Project</ulink>
home page.
</para></listitem>
<listitem><para>
<emphasis>Architecture Agnostic:</emphasis>
Yocto Project supports Intel, ARM, MIPS, AMD, PPC
and other architectures.
Most ODMs, OSVs, and chip vendors create and supply
BSPs that support their hardware.
If you have custom silicon, you can create a BSP
that supports that architecture.</para>
<para>Aside from lots of architecture support, the
Yocto Project fully supports a wide range of device
emulation through the Quick EMUlator (QEMU).
</para></listitem>
<listitem><para>
<emphasis>Images and Code Transfer Easily:</emphasis>
Yocto Project output can easily move between
architectures without moving to new development
environments.
Additionally, if you have used the Yocto Project to
create an image or application and you find yourself
not able to support it, commercial Linux vendors such
as Wind River, Mentor Graphics, Timesys, and ENEA could
take it and provide ongoing support.
These vendors have offerings that are built using
the Yocto Project.
</para></listitem>
<listitem><para>
<emphasis>Flexibility:</emphasis>
Corporations use the Yocto Project many different ways.
One example is to create an internal Linux distribution
as a code base the corporation can use across multiple
product groups.
Through customization and layering, a project group
can leverage the base Linux distribution to create
a distribution that works for their product needs.
</para></listitem>
<listitem><para>
<emphasis>Ideal for Constrained Embedded and IoT devices:</emphasis>
Unlike a full Linux distribution, you can use the
Yocto Project to create exactly what you need for
embedded devices.
You only add the feature support or packages that you
absolutely need for the device.
For devices that have display hardware, you can use
available system components such as X11, GTK+, Qt,
Clutter, and SDL (among others) to create a rich user
experience.
For devices that do not have a display or where you
want to use alternative UI frameworks, you can choose
to not install these components.
</para></listitem>
<listitem><para>
<emphasis>Comprehensive Toolchain Capabilities:</emphasis>
Toolchains for supported architectures satisfy most
use cases.
However, if your hardware supports features that are
not part of a standard toolchain, you can easily
customize that toolchain through specification of
platform-specific tuning parameters.
And, should you need to use a third-party toolchain,
mechanisms built into the Yocto Project allow for that.
</para></listitem>
<listitem><para>
<emphasis>Mechanism Rules Over Policy:</emphasis>
Focusing on mechanism rather than policy ensures that
you are free to set policies based on the needs of your
design instead of adopting decisions enforced by some
system software provider.
</para></listitem>
<listitem><para>
<emphasis>Uses a Layer Model:</emphasis>
The Yocto Project
<link linkend='the-yocto-project-layer-model'>layer infrastructure</link>
groups related functionality into separate bundles.
You can incrementally add these grouped functionalities
to your project as needed.
Using layers to isolate and group functionality
reduces project complexity and redundancy, allows you
to easily extend the system, make customizations,
and keep functionality organized.
</para></listitem>
<listitem><para>
<emphasis>Supports Partial Builds:</emphasis>
You can build and rebuild individual packages as
needed.
Yocto Project accomplishes this through its
<link linkend='shared-state-cache'>shared-state cache</link>
(sstate) scheme.
Being able to build and debug components individually
eases project development.
</para></listitem>
<listitem><para>
<emphasis>Releases According to a Strict Schedule:</emphasis>
Major releases occur on a
<ulink url='&YOCTO_DOCS_REF_URL;#ref-release-process'>six-month cycle</ulink>
predictably in October and April.
The most recent two releases support point releases
to address common vulnerabilities and exposures.
This predictability is crucial for projects based on
the Yocto Project and allows development teams to
plan activities.
</para></listitem>
<listitem><para>
<emphasis>Rich Ecosystem of Individuals and Organizations:</emphasis>
For open source projects, the value of community is
very important.
Support forums, expertise, and active developers who
continue to push the Yocto Project forward are readily
available.
</para></listitem>
<listitem><para>
<emphasis>Binary Reproducibility:</emphasis>
The Yocto Project allows you to be very specific about
dependencies and achieves very high percentages of
binary reproducibility (e.g. 99.8% for
<filename>core-image-minimal</filename>).
When distributions are not specific about which
packages are pulled in and in what order to support
dependencies, other build systems can arbitrarily
include packages.
</para></listitem>
<listitem><para>
<emphasis>License Manifest:</emphasis>
The Yocto Project provides a
<ulink url='&YOCTO_DOCS_DEV_URL;#maintaining-open-source-license-compliance-during-your-products-lifecycle'>license manifest</ulink>
for review by people who need to track the use of open
source licenses (e.g.legal teams).
</para></listitem>
</itemizedlist>
</para>
</section>
<section id='gs-challenges'>
<title>Challenges</title>
<para>
The following list presents challenges you might encounter
when developing using the Yocto Project:
<itemizedlist>
<listitem><para>
<emphasis>Steep Learning Curve:</emphasis>
The Yocto Project has a steep learning curve and has
many different ways to accomplish similar tasks.
It can be difficult to choose how to proceed when
varying methods exist by which to accomplish a given
task.
</para></listitem>
<listitem><para>
<emphasis>Understanding What Changes You Need to Make
For Your Design Requires Some Research:</emphasis>
Beyond the simple tutorial stage, understanding what
changes need to be made for your particular design
can require a significant amount of research and
investigation.
For information that helps you transition from
trying out the Yocto Project to using it for your
project, see the
"<ulink url='&YOCTO_DOCS_URL;/what-i-wish-id-known/'>What I wish I'd Known</ulink>"
and
"<ulink url='&YOCTO_DOCS_URL;/transitioning-to-a-custom-environment/'>Transitioning to a Custom Environment for Systems Development</ulink>"
documents on the Yocto Project website.
</para></listitem>
<listitem><para>
<emphasis>Project Workflow Could Be Confusing:</emphasis>
The
<link linkend='overview-development-environment'>Yocto Project workflow</link>
could be confusing if you are used to traditional
desktop and server software development.
In a desktop development environment, mechanisms exist
to easily pull and install new packages, which are
typically pre-compiled binaries from servers accessible
over the Internet.
Using the Yocto Project, you must modify your
configuration and rebuild to add additional packages.
</para></listitem>
<listitem><para>
<emphasis>Working in a Cross-Build Environment Can
Feel Unfamiliar:</emphasis>
When developing code to run on a target, compilation,
execution, and testing done on the actual target
can be faster than running a BitBake build on a
development host and then deploying binaries to the
target for test.
While the Yocto Project does support development tools
on the target, the additional step of integrating your
changes back into the Yocto Project build environment
would be required.
Yocto Project supports an intermediate approach that
involves making changes on the development system
within the BitBake environment and then deploying only
the updated packages to the target.</para>
<para>The Yocto Project
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>OpenEmbedded build system</ulink>
produces packages in standard formats (i.e. RPM,
DEB, IPK, and TAR).
You can deploy these packages into the running system
on the target by using utilities on the target such
as <filename>rpm</filename> or
<filename>ipk</filename>.
</para></listitem>
<listitem><para>
<emphasis>Initial Build Times Can be Significant:</emphasis>
Long initial build times are unfortunately unavoidable
due to the large number of packages initially built
from scratch for a fully functioning Linux system.
Once that initial build is completed, however, the
shared-state (sstate) cache mechanism Yocto Project
uses keeps the system from rebuilding packages that
have not been "touched" since the last build.
The sstate mechanism significantly reduces times
for successive builds.
</para></listitem>
</itemizedlist>
</para>
</section>
</section>
<section id='the-yocto-project-layer-model'>
<title>The Yocto Project Layer Model</title>
<para>
The Yocto Project's "Layer Model" is a development model for
embedded and IoT Linux creation that distinguishes the
Yocto Project from other simple build systems.
The Layer Model simultaneously supports collaboration and
customization.
Layers are repositories that contain related sets of instructions
that tell the
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>OpenEmbedded build system</ulink>
what to do.
You can collaborate, share, and reuse layers.
</para>
<para>
Layers can contain changes to previous instructions or settings
at any time.
This powerful override capability is what allows you to customize
previously supplied collaborative or community layers to suit your
product requirements.
</para>
<para>
You use different layers to logically separate information in your
build.
As an example, you could have BSP, GUI, distro configuration,
middleware, or application layers.
Putting your entire build into one layer limits and complicates
future customization and reuse.
Isolating information into layers, on the other hand, helps
simplify future customizations and reuse.
You might find it tempting to keep everything in one layer when
working on a single project.
However, the more modular your Metadata, the easier
it is to cope with future changes.
<note><title>Notes</title>
<itemizedlist>
<listitem><para>
Use Board Support Package (BSP) layers from silicon
vendors when possible.
</para></listitem>
<listitem><para>
Familiarize yourself with the
<ulink url='https://caffelli-staging.yoctoproject.org/software-overview/layers/'>Yocto Project curated layer index</ulink>
or the
<ulink url='http://layers.openembedded.org/layerindex/branch/master/layers/'>OpenEmbedded layer index</ulink>.
The latter contains more layers but they are less
universally validated.
</para></listitem>
<listitem><para>
Layers support the inclusion of technologies, hardware
components, and software components.
The
<ulink url='&YOCTO_DOCS_DEV_URL;#making-sure-your-layer-is-compatible-with-yocto-project'>Yocto Project Compatible</ulink>
designation provides a minimum level of standardization
that contributes to a strong ecosystem.
"YP Compatible" is applied to appropriate products and
software components such as BSPs, other OE-compatible
layers, and related open-source projects, allowing the
producer to use Yocto Project badges and branding
assets.
</para></listitem>
</itemizedlist>
</note>
</para>
<para>
To illustrate how layers are used to keep things modular, consider
machine customizations.
These types of customizations typically reside in a special layer,
rather than a general layer, called a BSP Layer.
Furthermore, the machine customizations should be isolated from
recipes and Metadata that support a new GUI environment,
for example.
This situation gives you a couple of layers: one for the machine
configurations, and one for the GUI environment.
It is important to understand, however, that the BSP layer can
still make machine-specific additions to recipes within the GUI
environment layer without polluting the GUI layer itself
with those machine-specific changes.
You can accomplish this through a recipe that is a BitBake append
(<filename>.bbappend</filename>) file, which is described later
in this section.
<note>
For general information on BSP layer structure, see the
<ulink url='&YOCTO_DOCS_BSP_URL;'>Yocto Project Board Support Packages (BSP) Developer's Guide</ulink>.
</note>
</para>
<para>
The
<ulink url='&YOCTO_DOCS_REF_URL;#source-directory'>Source Directory</ulink>
contains both general layers and BSP layers right out of the box.
You can easily identify layers that ship with a Yocto Project
release in the Source Directory by their names.
Layers typically have names that begin with the string
<filename>meta-</filename>.
<note>
It is not a requirement that a layer name begin with the
prefix <filename>meta-</filename>, but it is a commonly
accepted standard in the Yocto Project community.
</note>
For example, if you were to examine the
<ulink url='https://git.yoctoproject.org/cgit/cgit.cgi/poky/tree/'>tree view</ulink>
of the <filename>poky</filename> repository, you will see several
layers: <filename>meta</filename>,
<filename>meta-skeleton</filename>,
<filename>meta-selftest</filename>,
<filename>meta-poky</filename>, and
<filename>meta-yocto-bsp</filename>.
Each of these repositories represents a distinct layer.
</para>
<para>
For procedures on how to create layers, see the
"<ulink url='&YOCTO_DOCS_DEV_URL;#understanding-and-creating-layers'>Understanding and Creating Layers</ulink>"
section in the Yocto Project Development Tasks Manual.
</para>
</section>
<section id='components-and-tools'>
<title>Components and Tools</title>
<para>
The Yocto Project employs a collection of components and
tools used by the project itself, by project developers,
and by those using the Yocto Project.
These components and tools are open source projects and
metadata that are separate from the reference distribution
(<ulink url='&YOCTO_DOCS_REF_URL;#poky'>Poky</ulink>)
and the
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>OpenEmbedded build system</ulink>.
Most of the components and tools are downloaded separately.
</para>
<para>
This section provides brief overviews of the components and
tools associated with the Yocto Project.
</para>
<section id='gs-development-tools'>
<title>Development Tools</title>
<para>
The following list consists of tools that help you develop
images and applications using the Yocto Project:
<itemizedlist>
<listitem><para id='gs-crops-overview'>
<emphasis>CROPS:</emphasis>
<ulink url='https://github.com/crops/poky-container/'>CROPS</ulink>
is an open source, cross-platform development framework
that leverages
<ulink url='https://www.docker.com/'>Docker Containers</ulink>.
CROPS provides an easily managed, extensible environment
that allows you to build binaries for a variety of
architectures on Windows, Linux and Mac OS X hosts.
</para></listitem>
<listitem><para>
<emphasis><filename>devtool</filename>:</emphasis>
This command-line tool is available as part of the
extensible SDK (eSDK) and is its cornerstone.
You can use <filename>devtool</filename> to help build,
test, and package software within the eSDK.
You can use the tool to optionally integrate what you
build into an image built by the OpenEmbedded build
system.</para>
<para>The <filename>devtool</filename> command employs
a number of sub-commands that allow you to add, modify,
and upgrade recipes.
As with the OpenEmbedded build system, “recipes”
represent software packages within
<filename>devtool</filename>.
When you use <filename>devtool add</filename>, a recipe
is automatically created.
When you use <filename>devtool modify</filename>, the
specified existing recipe is used in order to determine
where to get the source code and how to patch it.
In both cases, an environment is set up so that when
you build the recipe a source tree that is under your
control is used in order to allow you to make changes
to the source as desired.
By default, both new recipes and the source go into
a “workspace” directory under the eSDK.
The <filename>devtool upgrade</filename> command
updates an existing recipe so that you can build it
for an updated set of source files.</para>
<para>You can read about the
<filename>devtool</filename> workflow in the Yocto
Project Application Development and Extensible
Software Development Kit (eSDK) Manual in the
"<ulink url='&YOCTO_DOCS_SDK_URL;#using-devtool-in-your-sdk-workflow'>Using <filename>devtool</filename> in Your SDK Workflow'</ulink>"
section.
</para></listitem>
<listitem><para>
<emphasis>Extensible Software Development Kit (eSDK):</emphasis>
The eSDK provides a cross-development toolchain and
libraries tailored to the contents of a specific image.
The eSDK makes it easy to add new applications and
libraries to an image, modify the source for an
existing component, test changes on the target
hardware, and integrate into the rest of the
OpenEmbedded build system.
The eSDK gives you a toolchain experience supplemented
with the powerful set of <filename>devtool</filename>
commands tailored for the Yocto Project environment.
</para>
<para>For information on the eSDK, see the
<ulink url='&YOCTO_DOCS_SDK_URL;'>Yocto Project Application Development and the Extensible Software Development Kit (eSDK)</ulink>
Manual.
</para></listitem>
<listitem><para>
<emphasis>Toaster:</emphasis>
Toaster is a web interface to the Yocto Project
OpenEmbedded build system.
Toaster allows you to configure, run, and view
information about builds.
For information on Toaster, see the
<ulink url='&YOCTO_DOCS_TOAST_URL;'>Toaster User Manual</ulink>.
</para></listitem>
</itemizedlist>
</para>
</section>
<section id='gs-production-tools'>
<title>Production Tools</title>
<para>
The following list consists of tools that help production
related activities using the Yocto Project:
<itemizedlist>
<listitem><para>
<emphasis>Auto Upgrade Helper:</emphasis>
This utility when used in conjunction with the
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>OpenEmbedded build system</ulink>
(BitBake and OE-Core) automatically generates upgrades
for recipes that are based on new versions of the
recipes published upstream.
</para></listitem>
<listitem><para>
<emphasis>Recipe Reporting System:</emphasis>
The Recipe Reporting System tracks recipe versions
available for Yocto Project.
The main purpose of the system is to help you
manage the recipes you maintain and to offer a dynamic
overview of the project.
The Recipe Reporting System is built on top of the
<ulink url="http://layers.openembedded.org/layerindex/layers/">OpenEmbedded Layer Index</ulink>,
which is a website that indexes OpenEmbedded-Core
layers.
</para></listitem>
<listitem><para>
<emphasis>Patchwork:</emphasis>
<ulink url='http://jk.ozlabs.org/projects/patchwork/'>Patchwork</ulink>
is a fork of a project originally started by
<ulink url='http://ozlabs.org/'>OzLabs</ulink>.
The project is a web-based tracking system designed
to streamline the process of bringing contributions
into a project.
The Yocto Project uses Patchwork as an organizational
tool to handle patches, which number in the thousands
for every release.
</para></listitem>
<listitem><para>
<emphasis>AutoBuilder:</emphasis>
AutoBuilder is a project that automates build tests
and quality assurance (QA).
By using the public AutoBuilder, anyone can determine
the status of the current "master" branch of Poky.
<note>
AutoBuilder is based on
<ulink url='https://buildbot.net/'>buildbot</ulink>.
</note></para>
<para>A goal of the Yocto Project is to lead the
open source industry with a project that automates
testing and QA procedures.
In doing so, the project encourages a development
community that publishes QA and test plans, publicly
demonstrates QA and test plans, and encourages
development of tools that automate and test and QA
procedures for the benefit of the development
community.</para>
<para>You can learn more about the AutoBuilder used
by the Yocto Project
<ulink url='&YOCTO_AB_URL;'>here</ulink>.
</para></listitem>
<listitem><para>
<emphasis>Cross-Prelink:</emphasis>
Prelinking is the process of pre-computing the load
addresses and link tables generated by the dynamic
linker as compared to doing this at runtime.
Doing this ahead of time results in performance
improvements when the application is launched and
reduced memory usage for libraries shared by many
applications.</para>
<para>Historically, cross-prelink is a variant of
prelink, which was conceived by
<ulink url='http://people.redhat.com/jakub/prelink.pdf'>Jakub Jel&iacute;nek</ulink>
a number of years ago.
Both prelink and cross-prelink are maintained in the
same repository albeit on separate branches.
By providing an emulated runtime dynamic linker
(i.e. <filename>glibc</filename>-derived
<filename>ld.so</filename> emulation), the
cross-prelink project extends the prelink software’s
ability to prelink a sysroot environment.
Additionally, the cross-prelink software enables the
ability to work in sysroot style environments.</para>
<para>The dynamic linker determines standard load
address calculations based on a variety of factors
such as mapping addresses, library usage, and library
function conflicts.
The prelink tool uses this information, from the
dynamic linker, to determine unique load addresses
for executable and linkable format (ELF) binaries
that are shared libraries and dynamically linked.
The prelink tool modifies these ELF binaries with the
pre-computed information.
The result is faster loading and often lower memory
consumption because more of the library code can
be re-used from shared Copy-On-Write (COW) pages.
</para>
<para>The original upstream prelink project only
supports running prelink on the end target device
due to the reliance on the target device’s dynamic
linker.
This restriction causes issues when developing a
cross-compiled system.
The cross-prelink adds a synthesized dynamic loader
that runs on the host, thus permitting cross-prelinking
without ever having to run on a read-write target
filesystem.
</para></listitem>
<listitem><para>
<emphasis>Pseudo:</emphasis>
Pseudo is the Yocto Project implementation of
<ulink url='http://man.he.net/man1/fakeroot'>fakeroot</ulink>,
which is used to run commands in an environment
that seemingly has root privileges.</para>
<para>During a build, it can be necessary to perform
operations that require system administrator
privileges.
For example, file ownership or permissions might need
definition.
Pseudo is a tool that you can either use directly or
through the environment variable
<filename>LD_PRELOAD</filename>.
Either method allows these operations to succeed as
if system administrator privileges exist even
when they do not.</para>
<para>You can read more about Pseudo in the
"<link linkend='fakeroot-and-pseudo'>Fakeroot and Pseudo</link>"
section.
</para></listitem>
</itemizedlist>
</para>
</section>
<section id='gs-openembedded-build-system'>
<title>Open-Embedded Build System Components</title>
<para>
The following list consists of components associated with the
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>OpenEmbedded build system</ulink>:
<itemizedlist>
<listitem><para>
<emphasis>BitBake:</emphasis>
BitBake is a core component of the Yocto Project and is
used by the OpenEmbedded build system to build images.
While BitBake is key to the build system, BitBake
is maintained separately from the Yocto Project.</para>
<para>BitBake is a generic task execution engine that
allows shell and Python tasks to be run efficiently
and in parallel while working within complex inter-task
dependency constraints.
In short, BitBake is a build engine that works
through recipes written in a specific format in order
to perform sets of tasks.</para>
<para>You can learn more about BitBake in the
<ulink url='&YOCTO_DOCS_BB_URL;'>BitBake User Manual</ulink>.
</para></listitem>
<listitem><para>
<emphasis>OpenEmbedded-Core:</emphasis>
OpenEmbedded-Core (OE-Core) is a common layer of
metadata (i.e. recipes, classes, and associated files)
used by OpenEmbedded-derived systems, which includes
the Yocto Project.
The Yocto Project and the OpenEmbedded Project both
maintain the OpenEmbedded-Core.
You can find the OE-Core metadata in the Yocto Project
<ulink url='&YOCTO_GIT_URL;/cgit/cgit.cgi/poky/tree/meta'>Source Repositories</ulink>.
</para>
<para>Historically, the Yocto Project integrated the
OE-Core metadata throughout the Yocto Project
source repository reference system (Poky).
After Yocto Project Version 1.0, the Yocto Project
and OpenEmbedded agreed to work together and share a
common core set of metadata (OE-Core), which contained
much of the functionality previously found in Poky.
This collaboration achieved a long-standing
OpenEmbedded objective for having a more tightly
controlled and quality-assured core.
The results also fit well with the Yocto Project
objective of achieving a smaller number of fully
featured tools as compared to many different ones.
</para>
<para>Sharing a core set of metadata results in Poky
as an integration layer on top of OE-Core.
You can see that in this
<link linkend='yp-key-dev-elements'>figure</link>.
The Yocto Project combines various components such as
BitBake, OE-Core, script “glue”, and documentation
for its build system.
</para></listitem>
</itemizedlist>
</para>
</section>
<section id='gs-reference-distribution-poky'>
<title>Reference Distribution (Poky)</title>
<para>
Poky is the Yocto Project reference distribution.
It contains the
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>Open-Embedded build system</ulink>
(BitBake and OE-Core) as well as a set of metadata to get you
started building your own distribution.
See the
<link linkend='what-is-the-yocto-project'>figure</link> in
"What is the Yocto Project?" section for an illustration
that shows Poky and its relationship with other parts of the
Yocto Project.</para>
<para>To use the Yocto Project tools and components, you
can download (<filename>clone</filename>) Poky and use it
to bootstrap your own distribution.
<note>
Poky does not contain binary files.
It is a working example of how to build your own custom
Linux distribution from source.
</note>
You can read more about Poky in the
"<link linkend='reference-embedded-distribution'>Reference Embedded Distribution (Poky)</link>"
section.
</para>
</section>
<section id='gs-packages-for-finished-targets'>
<title>Packages for Finished Targets</title>
<para>
The following lists components associated with packages
for finished targets:
<itemizedlist>
<listitem><para>
<emphasis>Matchbox:</emphasis>
Matchbox is an Open Source, base environment for the
X Window System running on non-desktop, embedded
platforms such as handhelds, set-top boxes, kiosks,
and anything else for which screen space, input
mechanisms, or system resources are limited.</para>
<para>Matchbox consists of a number of interchangeable
and optional applications that you can tailor to a
specific, non-desktop platform to enhance usability
in constrained environments.</para>
<para>You can find the Matchbox source in the Yocto
Project
<ulink url='&YOCTO_GIT_URL;'>Source Repositories</ulink>.
</para></listitem>
<listitem><para>
<emphasis>Opkg</emphasis>
Open PacKaGe management (opkg) is a lightweight
package management system based on the itsy package
(ipkg) management system.
Opkg is written in C and resembles Advanced Package
Tool (APT) and Debian Package (dpkg) in operation.
</para>
<para>Opkg is intended for use on embedded Linux
devices and is used in this capacity in the
<ulink url='http://www.openembedded.org/wiki/Main_Page'>OpenEmbedded</ulink>
and
<ulink url='https://openwrt.org/'>OpenWrt</ulink>
projects, as well as the Yocto Project.
<note>
As best it can, opkg maintains backwards
compatibility with ipkg and conforms to a subset
of Debian’s policy manual regarding control files.
</note>
</para></listitem>
</itemizedlist>
</para>
</section>
<section id='gs-archived-components'>
<title>Archived Components</title>
<para>
The Build Appliance is a virtual machine image that enables
you to build and boot a custom embedded Linux image with
the Yocto Project using a non-Linux development system.
</para>
<para>
Historically, the Build Appliance was the second of three
methods by which you could use the Yocto Project on a system
that was not native to Linux.
<orderedlist>
<listitem><para>
<emphasis>Hob:</emphasis>
Hob, which is now deprecated and is no longer available
since the 2.1 release of the Yocto Project provided
a rudimentary, GUI-based interface to the Yocto
Project.
Toaster has fully replaced Hob.
</para></listitem>
<listitem><para>
<emphasis>Build Appliance:</emphasis>
Post Hob, the Build Appliance became available.
It was never recommended that you use the Build
Appliance as a day-to-day production development
environment with the Yocto Project.
Build Appliance was useful as a way to try out
development in the Yocto Project environment.
</para></listitem>
<listitem><para>
<emphasis>CROPS:</emphasis>
The final and best solution available now for
developing using the Yocto Project on a system
not native to Linux is with
<link linkend='gs-crops-overview'>CROPS</link>.
</para></listitem>
</orderedlist>
</para>
</section>
</section>
<section id='gs-development-methods'>
<title>Development Methods</title>
<para>
The Yocto Project development environment usually involves a
<ulink url='&YOCTO_DOCS_REF_URL;#hardware-build-system-term'>Build Host</ulink>
and target hardware.
You use the Build Host to build images and develop applications,
while you use the target hardware to test deployed software.
</para>
<para>
This section provides an introduction to the choices or
development methods you have when setting up your Build Host.
Depending on the your particular workflow preference and the
type of operating system your Build Host runs, several choices
exist that allow you to use the Yocto Project.
<note>
For additional detail about the Yocto Project development
environment, see the
"<link linkend='overview-development-environment'>The Yocto Project Development Environment</link>"
chapter.
</note>
<itemizedlist>
<listitem><para>
<emphasis>Native Linux Host:</emphasis>
By far the best option for a Build Host.
A system running Linux as its native operating system
allows you to develop software by directly using the
<ulink url='&YOCTO_DOCS_REF_URL;#bitbake-term'>BitBake</ulink>
tool.
You can accomplish all aspects of development from a
familiar shell of a supported Linux distribution.</para>
<para>For information on how to set up a Build Host on
a system running Linux as its native operating system,
see the
"<ulink url='&YOCTO_DOCS_DEV_URL;#setting-up-a-native-linux-host'>Setting Up a Native Linux Host</ulink>"
section in the Yocto Project Development Tasks Manual.
</para></listitem>
<listitem><para>
<emphasis>CROss PlatformS (CROPS):</emphasis>
Typically, you use
<ulink url='https://github.com/crops/poky-container/'>CROPS</ulink>,
which leverages
<ulink url='https://www.docker.com/'>Docker Containers</ulink>,
to set up a Build Host that is not running Linux (e.g.
<trademark class='registered'>Microsoft</trademark>
<trademark class='trademark'>Windows</trademark>
or
<trademark class='registered'>macOS</trademark>).
<note>
You can, however, use CROPS on a Linux-based system.
</note>
CROPS is an open source, cross-platform development
framework that provides an easily managed, extensible
environment for building binaries targeted for a variety
of architectures on Windows, macOS, or Linux hosts.
Once the Build Host is set up using CROPS, you can prepare
a shell environment to mimic that of a shell being used
on a system natively running Linux.</para>
<para>For information on how to set up a Build Host with
CROPS, see the
"<ulink url='&YOCTO_DOCS_DEV_URL;#setting-up-to-use-crops'>Setting Up to Use CROss PlatformS (CROPS)</ulink>"
section in the Yocto Project Development Tasks Manual.
</para></listitem>
<listitem><para>
<emphasis>Windows Subsystem For Linux (WSLv2):</emphasis>
You may use Windows Subsystem For Linux v2 to set up a build
host using Windows 10.
<note>
The Yocto Project is not compatible with WSLv1, it is
compatible but not officially supported nor validated
with WSLv2, if you still decide to use WSL please upgrade
to WSLv2.
</note>
The Windows Subsystem For Linux allows Windows 10 to run a real
Linux kernel inside of a lightweight utility virtual
machine (VM) using virtualization technology.</para>
<para>For information on how to set up a Build Host with
WSLv2, see the
"<ulink url='&YOCTO_DOCS_DEV_URL;#setting-up-to-use-wsl'>Setting Up to Use Windows Subsystem For Linux</ulink>"
section in the Yocto Project Development Tasks Manual.
</para></listitem>
<listitem><para>
<emphasis>Toaster:</emphasis>
Regardless of what your Build Host is running, you can
use Toaster to develop software using the Yocto Project.
Toaster is a web interface to the Yocto Project's
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>Open-Embedded build system</ulink>.
The interface enables you to configure and run your
builds.
Information about builds is collected and stored in a
database.
You can use Toaster to configure and start builds on
multiple remote build servers.</para>
<para>For information about and how to use Toaster,
see the
<ulink url='&YOCTO_DOCS_TOAST_URL;'>Toaster User Manual</ulink>.
</para></listitem>
</itemizedlist>
</para>
</section>
<section id='reference-embedded-distribution'>
<title>Reference Embedded Distribution (Poky)</title>
<para>
"Poky", which is pronounced <emphasis>Pock</emphasis>-ee, is the
name of the Yocto Project's reference distribution or Reference OS
Kit.
Poky contains the
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>OpenEmbedded Build System</ulink>
(<ulink url='&YOCTO_DOCS_REF_URL;#bitbake-term'>BitBake</ulink> and
<ulink url='&YOCTO_DOCS_REF_URL;#oe-core'>OpenEmbedded-Core</ulink>)
as well as a set of
<ulink url='&YOCTO_DOCS_REF_URL;#metadata'>metadata</ulink> to get
you started building your own distro.
In other words, Poky is a base specification of the functionality
needed for a typical embedded system as well as the components
from the Yocto Project that allow you to build a distribution into
a usable binary image.
</para>
<para>
Poky is a combined repository of BitBake, OpenEmbedded-Core
(which is found in <filename>meta</filename>),
<filename>meta-poky</filename>,
<filename>meta-yocto-bsp</filename>, and documentation provided
all together and known to work well together.
You can view these items that make up the Poky repository in the
<ulink url='&YOCTO_GIT_URL;/cgit/cgit.cgi/poky/tree/'>Source Repositories</ulink>.
<note>
If you are interested in all the contents of the
<filename>poky</filename> Git repository, see the
"<ulink url='&YOCTO_DOCS_REF_URL;#structure-core'>Top-Level Core Components</ulink>"
section in the Yocto Project Reference Manual.
</note>
</para>
<para id='gs-poky-reference-distribution'>
The following figure illustrates what generally comprises Poky:
<imagedata fileref="figures/poky-reference-distribution.png" format="PNG" align='center' width="8in"/>
<itemizedlist>
<listitem><para>
BitBake is a task executor and scheduler that is the heart of
the OpenEmbedded build system.
</para></listitem>
<listitem><para>
<filename>meta-poky</filename>, which is Poky-specific
metadata.
</para></listitem>
<listitem><para>
<filename>meta-yocto-bsp</filename>, which are Yocto
Project-specific Board Support Packages (BSPs).
</para></listitem>
<listitem><para>
OpenEmbedded-Core (OE-Core) metadata, which includes
shared configurations, global variable definitions,
shared classes, packaging, and recipes.
Classes define the encapsulation and inheritance of build
logic.
Recipes are the logical units of software and images
to be built.
</para></listitem>
<listitem><para>
Documentation, which contains the Yocto Project source
files used to make the set of user manuals.
</para></listitem>
</itemizedlist>
<note>
While Poky is a "complete" distribution specification and is
tested and put through QA, you cannot use it as a product
"out of the box" in its current form.
</note>
</para>
<para>
To use the Yocto Project tools, you can use Git to clone (download)
the Poky repository then use your local copy of the reference
distribution to bootstrap your own distribution.
<note>
Poky does not contain binary files.
It is a working example of how to build your own custom Linux distribution
from source.
</note>
</para>
<para>
Poky has a regular, well established, six-month release cycle
under its own version.
Major releases occur at the same time major releases (point
releases) occur for the Yocto Project, which are typically in the
Spring and Fall.
For more information on the Yocto Project release schedule and
cadence, see the
"<ulink url='&YOCTO_DOCS_REF_URL;#ref-release-process'>Yocto Project Releases and the Stable Release Process</ulink>"
chapter in the Yocto Project Reference Manual.
</para>
<para>
Much has been said about Poky being a "default configuration."
A default configuration provides a starting image footprint.
You can use Poky out of the box to create an image ranging from a
shell-accessible minimal image all the way up to a Linux
Standard Base-compliant image that uses a GNOME Mobile and
Embedded (GMAE) based reference user interface called Sato.
</para>
<para>
One of the most powerful properties of Poky is that every aspect
of a build is controlled by the metadata.
You can use metadata to augment these base image types by
adding metadata
<link linkend='the-yocto-project-layer-model'>layers</link>
that extend functionality.
These layers can provide, for example, an additional software
stack for an image type, add a board support package (BSP) for
additional hardware, or even create a new image type.
</para>
<para>
Metadata is loosely grouped into configuration files or package
recipes.
A recipe is a collection of non-executable metadata used by
BitBake to set variables or define additional build-time tasks.
A recipe contains fields such as the recipe description, the recipe
version, the license of the package and the upstream source
repository.
A recipe might also indicate that the build process uses autotools,
make, distutils or any other build process, in which case the basic
functionality can be defined by the classes it inherits from
the OE-Core layer's class definitions in
<filename>./meta/classes</filename>.
Within a recipe you can also define additional tasks as well as
task prerequisites.
Recipe syntax through BitBake also supports both
<filename>_prepend</filename> and <filename>_append</filename>
operators as a method of extending task functionality.
These operators inject code into the beginning or end of a task.
For information on these BitBake operators, see the
"<ulink url='&YOCTO_DOCS_BB_URL;#appending-and-prepending-override-style-syntax'>Appending and Prepending (Override Style Syntax)</ulink>"
section in the BitBake User's Manual.
</para>
</section>
<section id='openembedded-build-system-workflow'>
<title>The OpenEmbedded Build System Workflow</title>
<para>
The
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>OpenEmbedded build system</ulink>
uses a "workflow" to accomplish image and SDK generation.
The following figure overviews that workflow:
<imagedata fileref="figures/YP-flow-diagram.png"
format="PNG" align='center' width="8in"/>
Following is a brief summary of the "workflow":
<orderedlist>
<listitem><para>
Developers specify architecture, policies, patches and
configuration details.
</para></listitem>
<listitem><para>
The build system fetches and downloads the source code
from the specified location.
The build system supports standard methods such as tarballs
or source code repositories systems such as Git.
</para></listitem>
<listitem><para>
Once source code is downloaded, the build system extracts
the sources into a local work area where patches are
applied and common steps for configuring and compiling
the software are run.
</para></listitem>
<listitem><para>
The build system then installs the software into a
temporary staging area where the binary package format you
select (DEB, RPM, or IPK) is used to roll up the software.
</para></listitem>
<listitem><para>
Different QA and sanity checks run throughout entire
build process.
</para></listitem>
<listitem><para>
After the binaries are created, the build system
generates a binary package feed that is used to create
the final root file image.
</para></listitem>
<listitem><para>
The build system generates the file system image and a
customized Extensible SDK (eSDK) for application
development in parallel.
</para></listitem>
</orderedlist>
</para>
<para>
For a very detailed look at this workflow, see the
"<link linkend='openembedded-build-system-build-concepts'>OpenEmbedded Build System Concepts</link>"
section.
</para>
</section>
<section id='some-basic-terms'>
<title>Some Basic Terms</title>
<para>
It helps to understand some basic fundamental terms when
learning the Yocto Project.
Although a list of terms exists in the
"<ulink url='&YOCTO_DOCS_REF_URL;#ref-terms'>Yocto Project Terms</ulink>"
section of the Yocto Project Reference Manual, this section
provides the definitions of some terms helpful for getting started:
<itemizedlist>
<listitem><para>
<emphasis>Configuration Files:</emphasis>
Files that hold global definitions of variables,
user-defined variables, and hardware configuration
information.
These files tell the
<ulink url='&YOCTO_DOCS_REF_URL;#build-system-term'>Open-Embedded build system</ulink>
what to build and what to put into the image to support a
particular platform.
</para></listitem>
<listitem><para>
<emphasis>Extensible Software Development Kit (eSDK):</emphasis>
A custom SDK for application developers.
This eSDK allows developers to incorporate their library
and programming changes back into the image to make
their code available to other application developers.
For information on the eSDK, see the
<ulink url='&YOCTO_DOCS_SDK_URL;'>Yocto Project Application Development and the Extensible Software Development Kit (eSDK)</ulink>
manual.
</para></listitem>
<listitem><para>
<emphasis>Layer:</emphasis>
A collection of related recipes.
Layers allow you to consolidate related metadata to
customize your build.
Layers also isolate information used when building
for multiple architectures.
Layers are hierarchical in their ability to override
previous specifications.
You can include any number of available layers from the
Yocto Project and customize the build by adding your
layers after them.
You can search the Layer Index for layers used within
Yocto Project.</para>
<para>For more detailed information on layers, see the
"<ulink url='&YOCTO_DOCS_DEV_URL;#understanding-and-creating-layers'>Understanding and Creating Layers</ulink>"
section in the Yocto Project Development Tasks Manual.
For a discussion specifically on BSP Layers, see the
"<ulink url='&YOCTO_DOCS_BSP_URL;#bsp-layers'>BSP Layers</ulink>"
section in the Yocto Project Board Support Packages (BSP)
Developer's Guide.
</para></listitem>
<listitem><para>
<emphasis>Metadata:</emphasis>
A key element of the Yocto Project is the Metadata that
is used to construct a Linux distribution and is contained
in the files that the OpenEmbedded build system parses
when building an image.
In general, Metadata includes recipes, configuration
files, and other information that refers to the build
instructions themselves, as well as the data used to
control what things get built and the effects of the
build.
Metadata also includes commands and data used to
indicate what versions of software are used, from
where they are obtained, and changes or additions to the
software itself (patches or auxiliary files) that
are used to fix bugs or customize the software for use
in a particular situation.
OpenEmbedded-Core is an important set of validated
metadata.
</para></listitem>
<listitem><para id='gs-term-openembedded-build-system'>
<emphasis>OpenEmbedded Build System:</emphasis>
The terms "BitBake" and "build system" are sometimes
used for the OpenEmbedded Build System.</para>
<para>BitBake is a task scheduler and execution engine
that parses instructions (i.e. recipes) and configuration
data.
After a parsing phase, BitBake creates a dependency tree
to order the compilation, schedules the compilation of
the included code, and finally executes the building
of the specified custom Linux image (distribution).
BitBake is similar to the <filename>make</filename>
tool.</para>
<para>During a build process, the build system tracks
dependencies and performs a native or cross-compilation
of the package.
As a first step in a cross-build setup, the framework
attempts to create a cross-compiler toolchain
(i.e. Extensible SDK) suited for the target platform.
</para></listitem>
<listitem><para>
<emphasis>OpenEmbedded-Core (OE-Core):</emphasis>
OE-Core is metadata comprised of foundation recipes,
classes, and associated files that are meant to be
common among many different OpenEmbedded-derived systems,
including the Yocto Project.
OE-Core is a curated subset of an original repository
developed by the OpenEmbedded community that has been
pared down into a smaller, core set of continuously
validated recipes.
The result is a tightly controlled and quality-assured
core set of recipes.</para>
<para>You can see the Metadata in the
<filename>meta</filename> directory of the Yocto Project
<ulink url='http://git.yoctoproject.org/cgit/cgit.cgi'>Source Repositories</ulink>.
</para></listitem>
<listitem><para>
<emphasis>Packages:</emphasis>
In the context of the Yocto Project, this term refers to a
recipe's packaged output produced by BitBake (i.e. a
"baked recipe").
A package is generally the compiled binaries produced from the
recipe's sources.
You "bake" something by running it through BitBake.</para>
<para>It is worth noting that the term "package" can,
in general, have subtle meanings.
For example, the packages referred to in the
"<ulink url='&YOCTO_DOCS_REF_URL;#required-packages-for-the-build-host'>Required Packages for the Build Host</ulink>"
section in the Yocto Project Reference Manual are compiled
binaries that, when installed, add functionality to your
Linux distribution.</para>
<para>Another point worth noting is that historically within
the Yocto Project, recipes were referred to as packages - thus,
the existence of several BitBake variables that are seemingly
mis-named,
(e.g. <ulink url='&YOCTO_DOCS_REF_URL;#var-PR'><filename>PR</filename></ulink>,
<ulink url='&YOCTO_DOCS_REF_URL;#var-PV'><filename>PV</filename></ulink>,
and
<ulink url='&YOCTO_DOCS_REF_URL;#var-PE'><filename>PE</filename></ulink>).
</para></listitem>
<listitem><para>
<emphasis>Poky:</emphasis>
Poky is a reference embedded distribution and a reference
test configuration.
Poky provides the following:
<itemizedlist>
<listitem><para>
A base-level functional distro used to illustrate
how to customize a distribution.
</para></listitem>
<listitem><para>
A means by which to test the Yocto Project
components (i.e. Poky is used to validate
the Yocto Project).
</para></listitem>
<listitem><para>
A vehicle through which you can download
the Yocto Project.
</para></listitem>
</itemizedlist>
Poky is not a product level distro.
Rather, it is a good starting point for customization.
<note>
Poky is an integration layer on top of OE-Core.
</note>
</para></listitem>
<listitem><para>
<emphasis>Recipe:</emphasis>
The most common form of metadata.
A recipe contains a list of settings and tasks
(i.e. instructions) for building packages that are then
used to build the binary image.
A recipe describes where you get source code and which
patches to apply.
Recipes describe dependencies for libraries or for other
recipes as well as configuration and compilation options.
Related recipes are consolidated into a layer.
</para></listitem>
</itemizedlist>
</para>
</section>
</chapter>
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