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| 1 | +# KEP-2008: Forensic Container Checkpointing |
| 2 | + |
| 3 | +<!-- toc --> |
| 4 | +- [Release Signoff Checklist](#release-signoff-checklist) |
| 5 | +- [Summary](#summary) |
| 6 | +- [Motivation](#motivation) |
| 7 | + - [Goals](#goals) |
| 8 | + - [Non-Goals](#non-goals) |
| 9 | +- [Proposal](#proposal) |
| 10 | + - [Implementation](#implementation) |
| 11 | + - [User Stories](#user-stories) |
| 12 | + - [Risks and Mitigations](#risks-and-mitigations) |
| 13 | +- [Design Details](#design-details) |
| 14 | + - [Future Enhancements](#future-enhancements) |
| 15 | + - [Test Plan](#test-plan) |
| 16 | + - [Graduation Criteria](#graduation-criteria) |
| 17 | + - [Alpha](#alpha) |
| 18 | + - [Alpha to Beta Graduation](#alpha-to-beta-graduation) |
| 19 | + - [Beta to GA Graduation](#beta-to-ga-graduation) |
| 20 | + - [Upgrade / Downgrade Strategy](#upgrade--downgrade-strategy) |
| 21 | +- [Production Readiness Review Questionnaire](#production-readiness-review-questionnaire) |
| 22 | + - [Feature Enablement and Rollback](#feature-enablement-and-rollback) |
| 23 | + - [Dependencies](#dependencies) |
| 24 | + - [Scalability](#scalability) |
| 25 | +- [Implementation History](#implementation-history) |
| 26 | +- [Drawbacks](#drawbacks) |
| 27 | +- [Alternatives](#alternatives) |
| 28 | +<!-- /toc --> |
| 29 | + |
| 30 | +## Release Signoff Checklist |
| 31 | + |
| 32 | +Items marked with (R) are required *prior to targeting to a milestone / release*. |
| 33 | + |
| 34 | +- [ ] (R) Enhancement issue in release milestone, which links to KEP dir in [kubernetes/enhancements] (not the initial KEP PR) |
| 35 | +- [ ] (R) KEP approvers have approved the KEP status as `implementable` |
| 36 | +- [ ] (R) Design details are appropriately documented |
| 37 | +- [ ] (R) Test plan is in place, giving consideration to SIG Architecture and SIG Testing input |
| 38 | +- [ ] (R) Graduation criteria is in place |
| 39 | +- [ ] (R) Production readiness review completed |
| 40 | +- [ ] Production readiness review approved |
| 41 | +- [ ] "Implementation History" section is up-to-date for milestone |
| 42 | +- [ ] User-facing documentation has been created in [kubernetes/website], for publication to [kubernetes.io] |
| 43 | +- [ ] Supporting documentation—e.g., additional design documents, links to mailing list discussions/SIG meetings, relevant PRs/issues, release notes |
| 44 | + |
| 45 | +[kubernetes.io]: https://kubernetes.io/ |
| 46 | +[kubernetes/enhancements]: https://git.k8s.io/enhancements |
| 47 | +[kubernetes/kubernetes]: https://git.k8s.io/kubernetes |
| 48 | +[kubernetes/website]: https://git.k8s.io/website |
| 49 | + |
| 50 | +## Summary |
| 51 | + |
| 52 | +Provide an interface to trigger a container checkpoint for forensic analysis. |
| 53 | + |
| 54 | +## Motivation |
| 55 | + |
| 56 | +Container checkpointing provides the functionality to take a snapshot of a |
| 57 | +running container. The checkpointed container can be transferred to another |
| 58 | +node and the original container will never know that it was checkpointed. |
| 59 | + |
| 60 | +Restoring the container in a sandboxed environment provides a mean to |
| 61 | +forensically analyse a copy of the container to understand if it might |
| 62 | +have been a possible threat. As the analysis is happening on a copy of |
| 63 | +the original container a possible attacker of the original container |
| 64 | +will not be aware of any sandboxed analysis. |
| 65 | + |
| 66 | +### Goals |
| 67 | + |
| 68 | +The goal of this KEP is to introduce *checkpoint* and *restore* to the CRI API. |
| 69 | +This includes extending the *kubelet* API to support checkpointing single |
| 70 | +containers with the forensic use case in mind. |
| 71 | + |
| 72 | +### Non-Goals |
| 73 | + |
| 74 | +Although *checkpoint* and *restore* can be used to implement container |
| 75 | +migration this KEP is only about enabling the forensic use case. Checkpointing |
| 76 | +a pod is not part of this proposal and left for future enhancements. |
| 77 | + |
| 78 | +## Proposal |
| 79 | + |
| 80 | +### Implementation |
| 81 | + |
| 82 | +For the forensic use case we want to offer the functionality to checkpoint a |
| 83 | +container out of a running Pod without stopping the checkpointed container or |
| 84 | +letting the container know that it was checkpointed. |
| 85 | + |
| 86 | +The corresponding code changes for the forensic use case can be found in the |
| 87 | +following pull request: |
| 88 | + |
| 89 | +* https://github.com/kubernetes/kubernetes/pull/104907 |
| 90 | + |
| 91 | +The goal is to introduce *checkpoint* and *restore* in a bottom-up approach. |
| 92 | +In a first step we only want to extend the CRI API to trigger a checkpoint |
| 93 | +by the container engine and to have the low level primitives in the *kubelet* |
| 94 | +to trigger a checkpoint. It is necessary to enable the feature gate |
| 95 | +`ContainerCheckpoint` to be able to checkpoint containers. |
| 96 | + |
| 97 | +In the corresponding pull request a checkpoint is triggered using the *kubelet* |
| 98 | +API: |
| 99 | + |
| 100 | +``` |
| 101 | +curl -skv -X POST "https://localhost:10250/checkpoint/default/counters/wildfly" |
| 102 | +``` |
| 103 | + |
| 104 | +For the first implementation we do not want to support restore in the |
| 105 | +*kubelet*. With the focus on the forensic use case the restore should happen |
| 106 | +outside of Kubernetes. The restore is a container engine only operation |
| 107 | +in this first step. |
| 108 | + |
| 109 | +The forensic use case is targeted to be part of the next (1.24) release. |
| 110 | + |
| 111 | +Although this KEP only adds checkpointing support to the kubelet the CRI API in |
| 112 | +the corresponding code pull request is extended to support *checkpoint* and |
| 113 | +*restore* in the CRI API. The reason to add *restore* to the CRI API without |
| 114 | +implementing it in the kubelet is to make development and especially testing |
| 115 | +easier on the container engine level. |
| 116 | + |
| 117 | +### User Stories |
| 118 | + |
| 119 | +To analyze unusual activities in a container, the container should |
| 120 | +be checkpointed without stopping the container or without the container |
| 121 | +knowing it was checkpointed. Using checkpointing it is possible to take |
| 122 | +a copy of a running container for forensic analysis. The container will |
| 123 | +continue to run without knowing a copy was created. This copy can then |
| 124 | +be restored in another (sandboxed) environment in the context of another |
| 125 | +container engine for detailed analysis of a possible attack. |
| 126 | + |
| 127 | +### Risks and Mitigations |
| 128 | + |
| 129 | +In its first implementation the risks are low as it tries to be a CRI API |
| 130 | +change with minimal changes to the kubelet and it is gated by the feature |
| 131 | +gate `ContainerCheckpoint`. |
| 132 | + |
| 133 | +## Design Details |
| 134 | + |
| 135 | +The feature gate `ContainerCheckpoint` will ensure that the API |
| 136 | +graduation can be done in the standard Kubernetes way. |
| 137 | + |
| 138 | +A kubelet API to trigger the checkpointing of a container will be |
| 139 | +introduced as described in [Implementation](#implementation). |
| 140 | + |
| 141 | +Also see https://github.com/kubernetes/kubernetes/pull/104907 for details. |
| 142 | + |
| 143 | +### Future Enhancements |
| 144 | + |
| 145 | +The initial implementation is only about checkpointing specific containers |
| 146 | +out of a pod. In future versions we probably want to support checkpointing |
| 147 | +complete pods. To checkpoint a complete pod the expectation on the container |
| 148 | +engine would be to do a pod level cgroup freeze before checkpointing the |
| 149 | +containers in the pod to ensure that all containers are checkpointed at the |
| 150 | +same point in time and that the containers do not keep running while other |
| 151 | +containers in the pod are checkpointed. |
| 152 | + |
| 153 | +One possible result of being able to checkpoint and restore containers and pods |
| 154 | +might be the possibility to migrate containers and pods in the future as |
| 155 | +discussed in [#3949](https://github.com/kubernetes/kubernetes/issues/3949). |
| 156 | + |
| 157 | +### Test Plan |
| 158 | + |
| 159 | +For alpha: |
| 160 | +- Unit tests available |
| 161 | + |
| 162 | +For beta: |
| 163 | +- CRI API changes need to be implemented by at least one |
| 164 | + container engine |
| 165 | +- Enable e2e testing |
| 166 | + |
| 167 | +### Graduation Criteria |
| 168 | + |
| 169 | +#### Alpha |
| 170 | + |
| 171 | +- [ ] Implement the new feature gate and kubelet implementation |
| 172 | +- [ ] Ensure proper tests are in place |
| 173 | +- [ ] Update documentation to make the feature visible |
| 174 | + |
| 175 | +#### Alpha to Beta Graduation |
| 176 | + |
| 177 | +At least one container engine has to have implemented the |
| 178 | +corresponding CRI APIs to introduce e2e test for checkpointing. |
| 179 | + |
| 180 | +- [ ] Enable the feature per default |
| 181 | +- [ ] No major bugs reported in the previous cycle |
| 182 | + |
| 183 | +#### Beta to GA Graduation |
| 184 | + |
| 185 | +TBD |
| 186 | + |
| 187 | +### Upgrade / Downgrade Strategy |
| 188 | + |
| 189 | +No changes are required on upgrade if the container engine supports |
| 190 | +the corresponding CRI API changes. |
| 191 | + |
| 192 | +## Production Readiness Review Questionnaire |
| 193 | + |
| 194 | +### Feature Enablement and Rollback |
| 195 | + |
| 196 | +###### How can this feature be enabled / disabled in a live cluster? |
| 197 | + |
| 198 | +- [x] Feature gate |
| 199 | + - Feature gate name: `ContainerCheckpoint` |
| 200 | + |
| 201 | +###### Does enabling the feature change any default behavior? |
| 202 | + |
| 203 | +No. |
| 204 | + |
| 205 | +###### Can the feature be disabled once it has been enabled (i.e. can we roll back the enablement)? |
| 206 | + |
| 207 | +Yes. By disabling the feature gate `ContainerCheckpoint` again. |
| 208 | + |
| 209 | +###### What happens if we reenable the feature if it was previously rolled back? |
| 210 | + |
| 211 | +Checkpointing containers will be possible again. |
| 212 | + |
| 213 | +###### Are there any tests for feature enablement/disablement? |
| 214 | + |
| 215 | +Currently no. |
| 216 | + |
| 217 | +### Dependencies |
| 218 | + |
| 219 | +CRIU needs to be installed on the node, but on most distributions it is already |
| 220 | +a dependency of runc/crun. It does not require any specific services on the |
| 221 | +cluster. |
| 222 | + |
| 223 | +### Scalability |
| 224 | + |
| 225 | +###### Will enabling / using this feature result in any new API calls? |
| 226 | + |
| 227 | +The newly introduced CRI API call to checkpoint a container/pod will be |
| 228 | +used by this feature. The kubelet will make the CRI API calls and it |
| 229 | +will only be done when a checkpoint is triggered. No periodic API calls |
| 230 | +will happen. |
| 231 | + |
| 232 | +###### Will enabling / using this feature result in introducing new API types? |
| 233 | + |
| 234 | +No. |
| 235 | + |
| 236 | +###### Will enabling / using this feature result in any new calls to the cloud provider? |
| 237 | + |
| 238 | +No. |
| 239 | + |
| 240 | +###### Will enabling / using this feature result in increasing size or count of the existing API objects? |
| 241 | + |
| 242 | +No. |
| 243 | + |
| 244 | +###### Will enabling / using this feature result in increasing time taken by any operations covered by existing SLIs/SLOs? |
| 245 | + |
| 246 | +No. It will only affect checkpoint CRI API calls. |
| 247 | + |
| 248 | +###### Will enabling / using this feature result in non-negligible increase of resource usage (CPU, RAM, disk, IO, ...) in any components? |
| 249 | + |
| 250 | +During checkpointing each memory page will be written to disk. Disk usage will increase by |
| 251 | +the size of all memory pages in the checkpointed container. Each file in the container that |
| 252 | +has been changed compared to the original version will also be part of the checkpoint. |
| 253 | +Disk usage will overall increase by the used memory of the container and the changed files. |
| 254 | +Checkpoint archive written to disk can optionally be compressed. The current implementation |
| 255 | +does not compress the checkpoint archive on disk. |
| 256 | + |
| 257 | +## Implementation History |
| 258 | + |
| 259 | +* 2020-09-16: Initial version of this KEP |
| 260 | +* 2020-12-10: Opened pull request showing an end-to-end implementation of a possible use case |
| 261 | +* 2021-02-12: Changed KEP to mention the *experimental* API as suggested in the SIG Node meeting 2021-02-09 |
| 262 | +* 2021-04-08: Added section about Pod Lifecycle, Checkpoint Storage, Alternatives and Hooks |
| 263 | +* 2021-07-08: Reworked structure and added missing details |
| 264 | +* 2021-08-03: Added the forensic user story and highlight the goal to implement it in small steps |
| 265 | +* 2021-08-10: Added future work with information about pod level cgroup freezing |
| 266 | +* 2021-09-15: Removed references to first proof of concept implementation |
| 267 | +* 2021-09-21: Mention feature gate `ContainerCheckpointRestore` |
| 268 | +* 2021-09-22: Removed everything which is not directly related to the forensic use case |
| 269 | +* 2022-01-06: Reworked based on review |
| 270 | +* 2022-01-20: Reworked based on review and renamed feature gate to `ContainerCheckpoint` |
| 271 | + |
| 272 | +## Drawbacks |
| 273 | + |
| 274 | +During checkpointing each memory page of the checkpointed container is written to disk |
| 275 | +which can result in slightly lower performance because each memory page is copied |
| 276 | +to disk. It can also result in increased disk IO operations during checkpoint |
| 277 | +creation. |
| 278 | + |
| 279 | +In the current CRI-O implementation the checkpoint archive is created so that only |
| 280 | +the `root` user can access it. As the checkpoint archive contains all memory pages |
| 281 | +a checkpoint archive can potentially contain secrets which are expected to be |
| 282 | +in memory only. |
| 283 | + |
| 284 | +The current CRI-O implementations handles SELinux labels as well as seccomp and restores |
| 285 | +these setting as they were before. A possibly restored container is as secure as |
| 286 | +before, but it is important to be careful where the checkpoint archive is stored. |
| 287 | + |
| 288 | +During checkpointing CRIU injects parasite code into the to be checkpointed process. |
| 289 | +On a SELinux enabled system the access to the parasite code is limited to the |
| 290 | +label of corresponding container. On a non SELinux system it is limited to the |
| 291 | +`root` user (which can access the process in any way). |
| 292 | + |
| 293 | +## Alternatives |
| 294 | + |
| 295 | +Another possibility to use checkpoint restore would be, for example, to trigger |
| 296 | +the checkpoint by a privileged sidecar container (`CAP_SYS_ADMIN`) and do the |
| 297 | +restore through an Init container. |
| 298 | + |
| 299 | +The reason to integrate checkpoint restore directly into Kubernetes and not |
| 300 | +with helpers like sidecar and init containers is that checkpointing is already, |
| 301 | +for many years, deeply integrated into multiple container runtimes and engines |
| 302 | +and this integration has been reliable and well tested. Going another way in |
| 303 | +Kubernetes would make the whole process much more complicated and fragile. Not |
| 304 | +using checkpoint and restore in Kubernetes through the existing paths of |
| 305 | +runtimes and engines is not well known and maybe not even possible as |
| 306 | +checkpointing and restoring is tightly integrated as it requires much |
| 307 | +information only available by working closely with runtimes and engines. |
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