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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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