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 | <appendix id='kernel-dev-concepts-appx'> | 
 | <title>Advanced Kernel Concepts</title> | 
 |  | 
 |     <section id='kernel-big-picture'> | 
 |         <title>Yocto Project Kernel Development and Maintenance</title> | 
 |         <para> | 
 |             Kernels available through the Yocto Project, like other kernels, are based off the Linux | 
 |             kernel releases from <ulink url='http://www.kernel.org'></ulink>. | 
 |             At the beginning of a major development cycle, the Yocto Project team | 
 |             chooses its kernel based on factors such as release timing, the anticipated release | 
 |             timing of final upstream <filename>kernel.org</filename> versions, and Yocto Project | 
 |             feature requirements. | 
 |             Typically, the kernel chosen is in the | 
 |             final stages of development by the community. | 
 |             In other words, the kernel is in the release | 
 |             candidate or "rc" phase and not yet a final release. | 
 |             But, by being in the final stages of external development, the team knows that the | 
 |             <filename>kernel.org</filename> final release will clearly be within the early stages of | 
 |             the Yocto Project development window. | 
 |         </para> | 
 |         <para> | 
 |             This balance allows the team to deliver the most up-to-date kernel | 
 |             possible, while still ensuring that the team has a stable official release for | 
 |             the baseline Linux kernel version. | 
 |         </para> | 
 |         <para> | 
 |             The ultimate source for kernels available through the Yocto Project are released kernels | 
 |             from <filename>kernel.org</filename>. | 
 |             In addition to a foundational kernel from <filename>kernel.org</filename>, the | 
 |             kernels available contain a mix of important new mainline | 
 |             developments, non-mainline developments (when there is no alternative), | 
 |             Board Support Package (BSP) developments, | 
 |             and custom features. | 
 |             These additions result in a commercially released Yocto Project Linux kernel that caters | 
 |             to specific embedded designer needs for targeted hardware. | 
 |         </para> | 
 |         <para> | 
 |             Once a kernel is officially released, the Yocto Project team goes into | 
 |             their next development cycle, or upward revision (uprev) cycle, while still | 
 |             continuing maintenance on the released kernel. | 
 |             It is important to note that the most sustainable and stable way | 
 |             to include feature development upstream is through a kernel uprev process. | 
 |             Back-porting hundreds of individual fixes and minor features from various | 
 |             kernel versions is not sustainable and can easily compromise quality. | 
 |         </para> | 
 |         <para> | 
 |             During the uprev cycle, the Yocto Project team uses an ongoing analysis of | 
 |             kernel development, BSP support, and release timing to select the best | 
 |             possible <filename>kernel.org</filename> version. | 
 |             The team continually monitors community kernel | 
 |             development to look for significant features of interest. | 
 |             The team does consider back-porting large features if they have a significant advantage. | 
 |             User or community demand can also trigger a back-port or creation of new | 
 |             functionality in the Yocto Project baseline kernel during the uprev cycle. | 
 |         </para> | 
 |         <para> | 
 |             Generally speaking, every new kernel both adds features and introduces new bugs. | 
 |             These consequences are the basic properties of upstream kernel development and are | 
 |             managed by the Yocto Project team's kernel strategy. | 
 |             It is the Yocto Project team's policy to not back-port minor features to the released kernel. | 
 |             They only consider back-porting significant technological jumps - and, that is done | 
 |             after a complete gap analysis. | 
 |             The reason for this policy is that back-porting any small to medium sized change | 
 |             from an evolving kernel can easily create mismatches, incompatibilities and very | 
 |             subtle errors. | 
 |         </para> | 
 |         <para> | 
 |             These policies result in both a stable and a cutting | 
 |             edge kernel that mixes forward ports of existing features and significant and critical | 
 |             new functionality. | 
 |             Forward porting functionality in the kernels available through the Yocto Project kernel | 
 |             can be thought of as a "micro uprev." | 
 |             The many “micro uprevs” produce a kernel version with a mix of | 
 |             important new mainline, non-mainline, BSP developments and feature integrations. | 
 |             This kernel gives insight into new features and allows focused | 
 |             amounts of testing to be done on the kernel, which prevents | 
 |             surprises when selecting the next major uprev. | 
 |             The quality of these cutting edge kernels is evolving and the kernels are used in leading edge | 
 |             feature and BSP development. | 
 |         </para> | 
 |     </section> | 
 |  | 
 |     <section id='kernel-architecture'> | 
 |         <title>Kernel Architecture</title> | 
 |         <para> | 
 |             This section describes the architecture of the kernels available through the | 
 |             Yocto Project and provides information | 
 |             on the mechanisms used to achieve that architecture. | 
 |         </para> | 
 |  | 
 |         <section id='architecture-overview'> | 
 |             <title>Overview</title> | 
 |             <para> | 
 |                 As mentioned earlier, a key goal of the Yocto Project is to present the | 
 |                 developer with | 
 |                 a kernel that has a clear and continuous history that is visible to the user. | 
 |                 The architecture and mechanisms used achieve that goal in a manner similar to the | 
 |                 upstream <filename>kernel.org</filename>. | 
 |             </para> | 
 |             <para> | 
 |                 You can think of a Yocto Project kernel as consisting of a baseline Linux kernel with | 
 |                 added features logically structured on top of the baseline. | 
 |                 The features are tagged and organized by way of a branching strategy implemented by the | 
 |                 source code manager (SCM) Git. | 
 |                 For information on Git as applied to the Yocto Project, see the | 
 |                 "<ulink url='&YOCTO_DOCS_DEV_URL;#git'>Git</ulink>" section in the | 
 |                 Yocto Project Development Manual. | 
 |             </para> | 
 |             <para> | 
 |                 The result is that the user has the ability to see the added features and | 
 |                 the commits that make up those features. | 
 |                 In addition to being able to see added features, the user can also view the history of what | 
 |                 made up the baseline kernel. | 
 |             </para> | 
 |             <para> | 
 |                 The following illustration shows the conceptual Yocto Project kernel. | 
 |             </para> | 
 |             <para> | 
 |                 <imagedata fileref="figures/kernel-architecture-overview.png" width="6in" depth="7in" align="center" scale="100" /> | 
 |             </para> | 
 |             <para> | 
 |                 In the illustration, the "Kernel.org Branch Point" | 
 |                 marks the specific spot (or release) from | 
 |                 which the Yocto Project kernel is created. | 
 |                 From this point "up" in the tree, features and differences are organized and tagged. | 
 |             </para> | 
 |             <para> | 
 |                 The "Yocto Project Baseline Kernel" contains functionality that is common to every kernel | 
 |                 type and BSP that is organized further up the tree. | 
 |                 Placing these common features in the | 
 |                 tree this way means features do not have to be duplicated along individual branches of the | 
 |                 structure. | 
 |             </para> | 
 |             <para> | 
 |                 From the Yocto Project Baseline Kernel, branch points represent specific functionality | 
 |                 for individual BSPs as well as real-time kernels. | 
 |                 The illustration represents this through three BSP-specific branches and a real-time | 
 |                 kernel branch. | 
 |                 Each branch represents some unique functionality for the BSP or a real-time kernel. | 
 |             </para> | 
 |             <para> | 
 |                 In this example structure, the real-time kernel branch has common features for all | 
 |                 real-time kernels and contains | 
 |                 more branches for individual BSP-specific real-time kernels. | 
 |                 The illustration shows three branches as an example. | 
 |                 Each branch points the way to specific, unique features for a respective real-time | 
 |                 kernel as they apply to a given BSP. | 
 |             </para> | 
 |             <para> | 
 |                 The resulting tree structure presents a clear path of markers (or branches) to the | 
 |                 developer that, for all practical purposes, is the kernel needed for any given set | 
 |                 of requirements. | 
 |             </para> | 
 |         </section> | 
 |  | 
 |         <section id='branching-and-workflow'> | 
 |             <title>Branching Strategy and Workflow</title> | 
 |             <para> | 
 |                 The Yocto Project team creates kernel branches at points where functionality is | 
 |                 no longer shared and thus, needs to be isolated. | 
 |                 For example, board-specific incompatibilities would require different functionality | 
 |                 and would require a branch to separate the features. | 
 |                 Likewise, for specific kernel features, the same branching strategy is used. | 
 |             </para> | 
 |             <para> | 
 |                 This branching strategy results in a tree that has features organized to be specific | 
 |                 for particular functionality, single kernel types, or a subset of kernel types. | 
 |                 This strategy also results in not having to store the same feature twice | 
 |                 internally in the tree. | 
 |                 Rather, the kernel team stores the unique differences required to apply the | 
 |                 feature onto the kernel type in question. | 
 |                 <note> | 
 |                     The Yocto Project team strives to place features in the tree such that they can be | 
 |                     shared by all boards and kernel types where possible. | 
 |                     However, during development cycles or when large features are merged, | 
 |                     the team cannot always follow this practice. | 
 |                     In those cases, the team uses isolated branches to merge features. | 
 |                 </note> | 
 |             </para> | 
 |             <para> | 
 |                 BSP-specific code additions are handled in a similar manner to kernel-specific additions. | 
 |                 Some BSPs only make sense given certain kernel types. | 
 |                 So, for these types, the team creates branches off the end of that kernel type for all | 
 |                 of the BSPs that are supported on that kernel type. | 
 |                 From the perspective of the tools that create the BSP branch, the BSP is really no | 
 |                 different than a feature. | 
 |                 Consequently, the same branching strategy applies to BSPs as it does to features. | 
 |                 So again, rather than store the BSP twice, the team only stores the unique | 
 |                 differences for the BSP across the supported multiple kernels. | 
 |             </para> | 
 |             <para> | 
 |                 While this strategy can result in a tree with a significant number of branches, it is | 
 |                 important to realize that from the developer's point of view, there is a linear | 
 |                 path that travels from the baseline <filename>kernel.org</filename>, through a select | 
 |                 group of features and ends with their BSP-specific commits. | 
 |                 In other words, the divisions of the kernel are transparent and are not relevant | 
 |                 to the developer on a day-to-day basis. | 
 |                 From the developer's perspective, this path is the "master" branch. | 
 |                 The developer does not need to be aware of the existence of any other branches at all. | 
 |                 Of course, there is value in the existence of these branches | 
 |                 in the tree, should a person decide to explore them. | 
 |                 For example, a comparison between two BSPs at either the commit level or at the line-by-line | 
 |                 code <filename>diff</filename> level is now a trivial operation. | 
 |             </para> | 
 |             <para> | 
 |                 Working with the kernel as a structured tree follows recognized community best practices. | 
 |                 In particular, the kernel as shipped with the product, should be | 
 |                 considered an "upstream source" and viewed as a series of | 
 |                 historical and documented modifications (commits). | 
 |                 These modifications represent the development and stabilization done | 
 |                 by the Yocto Project kernel development team. | 
 |             </para> | 
 |             <para> | 
 |                 Because commits only change at significant release points in the product life cycle, | 
 |                 developers can work on a branch created | 
 |                 from the last relevant commit in the shipped Yocto Project kernel. | 
 |                 As mentioned previously, the structure is transparent to the developer | 
 |                 because the kernel tree is left in this state after cloning and building the kernel. | 
 |             </para> | 
 |         </section> | 
 |  | 
 |         <section id='source-code-manager-git'> | 
 |             <title>Source Code Manager - Git</title> | 
 |             <para> | 
 |                 The Source Code Manager (SCM) is Git. | 
 |                 This SCM is the obvious mechanism for meeting the previously mentioned goals. | 
 |                 Not only is it the SCM for <filename>kernel.org</filename> but, | 
 |                 Git continues to grow in popularity and supports many different work flows, | 
 |                 front-ends and management techniques. | 
 |             </para> | 
 |             <para> | 
 |                 You can find documentation on Git at <ulink url='http://git-scm.com/documentation'></ulink>. | 
 |                 You can also get an introduction to Git as it applies to the Yocto Project in the | 
 |                 "<ulink url='&YOCTO_DOCS_DEV_URL;#git'>Git</ulink>" | 
 |                 section in the Yocto Project Development Manual. | 
 |                 These referenced sections overview Git and describe a minimal set of | 
 |                 commands that allows you to be functional using Git. | 
 |                 <note> | 
 |                     You can use as much, or as little, of what Git has to offer to accomplish what | 
 |                     you need for your project. | 
 |                     You do not have to be a "Git Master" in order to use it with the Yocto Project. | 
 |                 </note> | 
 |             </para> | 
 |         </section> | 
 |     </section> | 
 | </appendix> | 
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