Bareflank/MicroV

Description

warning: MicroV is currently a work in progress. If you need support now, please see the Mono branch until MicroV is more complete which is expected to be some time Q1 of 2022.

The MicroV Hypervisor is an open source, micro-hypervisor led by Assured Information Security, Inc., designed specifically to run micro VMs (i.e., tiny virtual machines that require little or no emulation).

Advantages:

Unlike existing hypervisors, MicroV's design has some unique advantages including:

• Cross-Platform Support: In open source, examples of hypervisors that are capable of supporting guest virtual machines include Xen, KVM, and VirtualBox. The first two only support Linux and BSD and VirtualBox expands this support to Windows and macOS, while sacrificing security. MicroV aims to support as many operating systems as possible including Windows, Linux, UEFI and others while maintaining performance and security. This is accomplished by compiling the hypervisor as a self-contained binary, independent of the root operating system. All of the applications provided by MicroV are written in raw C++ to maximize cross-platform support, and any code that is platform specific, including drivers, is broken into the platform specific logic (which is minimal) and common logic that can be used across all platforms.

• Disaggregation and Deprivilege: None of the above mentioned hypervisors have a true focus on a reduced Trusted Computing Base (TCB). Xen comes the closest and has made amazing progress in this direction, but a fully disaggregated and deprivileged hypervisor has yet to be fully realized or supported. MicroV's design starts with a microkernel architecture inside the hypervisor, running most of it's internal logic at lower privilege levels. On Intel, when virtualization is enabled, the CPU is divided into the host and the guest. The hypervisor runs in the host, while the operating system runs in the guest. Both the host and the guest have a Ring 0 and Ring 3 privilege level. Monolithic hypervisors like Xen and KVM run most, if not all of the hypervisor in Ring 0 of the host. Typically we call this Ring -1. This picture is far more complicated when you include System Management Mode (SMM) which adds two more Ring 0s, so lets pretend they do not exist for now. The thing is, this is not the only way to construct a hypervisor. Like the operating system in each guest, the hypervisor can use both Ring 0 and Ring 3 in the host, keeping the Ring 0 component as small as possible, while running most of the logic in Ring 3. In some ways, this is how KVM works. The kernel part of the hypervisor in KVM is the entire Linux kernel while VM management and emulation is handled in Ring 3 by QEMU (usually). The obvious problem with this design, besides the lack of cross-platform support is the size of the TCB is huge. MicroV's design leverages the Bareflank microkernel which is a small kernel capable of executing hypervisor extensions in Ring 3 of the host. By itself, Bareflank's microkernel is not capable of executing virtual machines, but instead relies on an extension to provide the meat and potatoes. MicroV, at its most basic level is a Bareflank extension that runs in Ring 3, that provides guest virtual machine support.

• Performance: Another important focus of the project is on performance. Existing hypervisors make heavy use of emulation where virtualization could be used instead, Furthermore, Xen and KVM only support Linux and BSD and therefore are not capable of leveraging some of the performance benefits of macOS, Android and even Windows such as scheduling and power management, which becomes evident when attempting to use these hypervisors on laptops and mobile devices. Other approaches to microkernel hypervisors attempt to provide their own device drivers, schedulers and power management algorithms. This limits their ability to widely support hardware, and guarantees a compromised user experience. The operating system that was built for a device should be the operating system that manages the device.

• Virtual Device Support: Hypervisors like KVM manage all physical devices in Ring 0 of the host (the most privileged code on the system) using the Linux kernel. This is one way in which Xen is more deprivileged than KVM. Unlike KVM which runs device drivers in Ring 0 of the host, Xen runs device drivers in Ring 0 of the guest (specifically in Dom 0). MicroV aims to take a similar approach to Xen, keeping the code in the host as small as possible, and instead, delegating the guest operating system to manage the physical devices it is given. All virtual device backend drivers run in Ring 0 or Ring 3 of the root VM, which is the main virtual machine on the system.

  

• Scheduling: Although closely related to performance, MicroV leverages a hybrid design, incorporating the design goals of Xen to provide disaggregation and deprivilege while leveraging the scheduling benefits of hypervisor designs like KVM and VirtualBox. Specifically MicroV doesn't include its own scheduler , relying on the root VM's operating system to schedule each VM along with the rest of the critical tasks it must perform. Not only does this reduce the overall complexity and size of MicroV, but it allows MicroV to leverage the advanced schedulers already present in modern operating systems. Since MicroV is designed with cross-platform in mind, this also means that support for custom schedulers is possible, including RTOS schedulers.

• AUTOSAR Compliance: Although Xen, KVM and VirtualBox provide various levels of testing, continuous integration and continuous deployment, MicroV aims to take this a step further, providing the highest levels of testing possible to support standards such as ISO 26262. In addition, MicroV was re-engineered from the ground up using the AUTOSAR coding guidelines (MicroV is our third iteration of this hypervisor project). This will not only improve reliability and security, but also enable the use of MicroV in critical system environments were high levels of testing are required such as automotive, medical, space and government.

• Early Boot and Late Launch Support: Xen, KVM and VirtualBox support early boot (i.e., the hypervisor starts first during boot) or late launch (i.e., the operating system starts first, and then the hypervisor starts). None of these hypervisors support both.

  

  Early boot is critical in supporting a fully deprivileged host while late launch is easier to set up, configure and use. Late launch is also a lot easier on developers, preventing the need to reboot each time a line of code changes in the hypervisor itself. MicroV aims to support both early boot and late launch from inception, giving both users and developers as many options as possible.

• Licensing: Most of the hypervisors available today in open source leverage the GPL license making it difficult to incorporate their technologies in closed source commercial products. MicroV is licensed under MIT. Feel free to use it however you wish. All we ask is that if you find and fix something wrong with the open source code, that you work with us to upstream the fix. We also love pull requests, RFCs, bug reports and feature requests.

Disadvantages:

No design is without its disadvantages:

• VM DoS Attacks: Since the main operating system is responsible for scheduling micro VMs for execution, it is possible that an attack in this operating system could prevent the micro VMs from executing (i.e., DoS attack). For most applications, this type of attack is a non-issue as isolation is more important than resilience against DoS attacks. With that said, there is no reason why a micro VM could not be in charge of scheduling VMs with its own scheduling and power management software (just like it would be possible to run all of the tool stack software in a dedicated micro VM as well). Like Xen, MicroV is designed to ensure these facilities are not dependent on the main operating system. The upstream project simply defaults to this type of configuration as its the larger, more prevalent use case. And keep in mind that there is always a tradeoff. Although the upstream approach is vulnerable to DoS attacks, implementing your own scheduler and power management software is no easy task, and should be limited to specific use cases (unless performance and battery life is not important).

Quick start

TBD

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Demo

TBD

Build Requirements

Currently, MicroV only supports the Clang/LLVM 10+ compiler. This, however, ensures that MicroV can be natively compiled on Windows including support for cross-compiling. Support for other C++20 compilers can be added if needed, just let us know if that is something you need.

Windows

To compile the BSL on Windows, you must first disable UEFI SecureBoot and enable test signing mode. Note that this might require you to reinstall Windows (you have been warned). This can be done from a command prompt with admin privileges:

bcdedit.exe /set testsigning ON
<reboot>

Next, install the following:

• Visual Studio (Enable "Desktop development with C++")
• WDK
• LLVM 10+
• CMake 3.13+
• Ninja
• Git

Visual Studio is needed as it contains Windows specific libraries that are needed during compilation. Instead of using the Clang/LLVM project that natively ships with Visual Studio, we use the standard Clang/LLVM binaries provided by the LLVM project which ensures we get all of the tools including LLD, Clang Tidy and Clang Format. Also note that you must put Ninja somewhere in your path (we usually drop into CMake's bin folder). Finally, make sure you follow all of the instructions when installing the WDK. These instructions change frequently, and each step must be installed correctly and in the order provided by the instructions. Skipping a step, or installing a package in the wrong order will result in a WDK installation that doesn't work.

To compile the BSL, we are going to use Bash. There are many ways to start Bash including opening a CMD prompt and typing "bash". Once running bash, make sure you add the following to your PATH:

• MSBuild
• devcon
• certmgr

For example, in your .bashrc, you might add the following (depending on where Visual Studio put these files):

export PATH="/c/Program Files (x86)/Microsoft Visual Studio/2019/Community/MSBuild/Current/Bin:/c/Program Files (x86)/Windows Kits/10/Tools/x64:/c/Program Files (x86)/Windows Kits/10/bin/10.0.19041.0/x64:$PATH"

Finally, run the following from Bash:

git clone https://github.com/bareflank/microv
mkdir microv/build && cd microv/build
cmake ..
ninja info
ninja

Ubuntu Linux

To compile the BSL on Ubuntu (20.04 or higher) you must first install the following dependencies:

sudo apt-get install -y clang cmake lld

To compile the BSL, use the following:

git clone https://github.com/bareflank/microv
mkdir microv/build && cd microv/build
cmake ..
make info
make

UEFI

TBD

Usage Instructions

MicroV is designed to use existing KVM userspace software to execute guest virtual machines from the root VM. To execute our integration tests that leverage the KVM API, do the following:

First, you need to place your current OS into a VM called the root VM. This is done by hoisting your current OS into a VM (often times called a VMX rootkit, but in our case, this is defensive, not offensive). To do this run the following:

make loader_quick
make -j<num cores>
make start

You can run the following to verify that your OS is not in the root VM:

make dump

And you should see something like:

 ___                __ _           _
| _ ) __ _ _ _ ___ / _| |__ _ _ _ | |__
| _ \/ _` | '_/ -_)  _| / _` | ' \| / /
|___/\__,_|_| \___|_| |_\__,_|_||_|_\_\

Please give us a star on: https://github.com/Bareflank/hypervisor
==================================================================

DEBUG [0000:0000:0000:0000:0000:US]: root OS had been demoted to vm 0x0000 on pp 0x0000
DEBUG [0000:0000:0001:0001:0001:US]: root OS had been demoted to vm 0x0000 on pp 0x0001
DEBUG [0000:0000:0002:0002:0002:US]: root OS had been demoted to vm 0x0000 on pp 0x0002
DEBUG [0000:0000:0003:0003:0003:US]: root OS had been demoted to vm 0x0000 on pp 0x0003
DEBUG [0000:0000:0004:0004:0004:US]: root OS had been demoted to vm 0x0000 on pp 0x0004

To be able to run KVM APIs, you must load the shim driver, which acts like KVM. To do this, run:

make shim_quick

You can only run the shim driver AFTER MicroV has started. Otherwise you will get a failure. If you look at dmesg, you will see that the shim driver will have complained that MicroV's is not running, which likely means that you need to rerun make start.

If make start fails, it means that Bareflank's loader is not running, which is why we can make loader_quick.

From here, you can run whatever integration test you want. For example:

make kvm_create_vm
make kvm_create_vcpu

You can see the results of the integration test by either looking at the resulting console output, or looking at what MicroV's debug buffer contains by using make dump.

You can also run MicroV's integration tests as well. These are tests designed to talk directly to MicroV instead of using the KVM APIs. For example:

make mv_handle_op_open_handle
make mv_handle_op_close_handle

You do not need the shim driver to run these integration tests, and yes, you can use the MicroV ABIs to write your own VMM without the need for the KVM shim, or any of the KVM APIs if you would like. This removes the need for the additional kernel calls and overhead of the shim driver, but requires that you write your own VMM software as things like QEMU and rust-vmm will not work without modifications to talk directly to MicroV instead of to MicroV via the KVM APIs.

Resources

MicroV provides a ton of useful resources to learn how to use the library including:

• Documentation: https://bareflank.github.io/microv/
• Unit Tests: https://github.com/Bareflank/microv/tree/master/test

If you have any questions, bugs, or feature requests, please feel free to ask on any of the following:

• Slack: https://bareflank.herokuapp.com/
• Issue Tracker: https://github.com/Bareflank/microv/issues

If you would like to help:

• Pull Requests: https://github.com/Bareflank/microv/pulls
• Contributing Guidelines: https://github.com/Bareflank/microv/blob/master/contributing.md

Testing

MicroV leverages the following tools to ensure the highest possible code quality. Each pull request undergoes the following rigorous testing and review:

• Static Analysis: Clang Tidy
• Dynamic Analysis: Google's ASAN and UBSAN
• Code Coverage: Code Coverage with CodeCov
• Coding Standards: AUTOSAR C++14 and C++ Core Guidelines
• Style: Clang Format
• Documentation: Doxygen

Serial Instructions

On Windows, serial output might not work, and on some systems (e.g. Intel NUC), the default Windows serial device may prevent Bareflank from starting at all. If this is the case, disable the default serial device using the following:

reg add "HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\Serial" /f /v "start" /t REG_DWORD /d "4"

License

The Bareflank Hypervisor is licensed under the MIT License.