How econtext Works ================== Some effort is required to accomplish the seemingly magical feat of bootstrapping a remote Python process without any software installed on the remote machine. The steps involved are unlikely to be immediately obvious to the casual reader, and they required several iterations to discover, so we document them thoroughly below. The UNIX First Stage -------------------- To allow delivery of the bootstrap compressed using :py:mod:`zlib`, it is necessary for something on the remote to be prepared to decompress the payload and feed it to a Python interpreter. Since we would like to avoid writing an error-prone shell fragment to implement this, and since we must avoid writing to the remote machine's disk in case it is read-only, the Python process started on the remote machine by ``econtext`` immediately forks in order to implement the decompression. Python Command Line ################### The Python command line sent to the host is a base64-encoded copy of the :py:meth:`econtext.master.LocalStream._first_stage` function, which has been carefully optimized to reduce its size. Prior to base64 encoding, ``CONTEXT_NAME`` is replaced with the desired context name in the function's source code. .. code:: python -c 'exec "xxx".decode("base64")' The command-line arranges for the Python interpreter to decode the base64'd component and execute it as Python code. Base64 is used since the first stage implementation contains newlines, and many special characters that may be interpreted by the system shell in use. Forking The First Stage ####################### The first stage creates a UNIX pipe and saves a copy of the process's real ``stdin`` file descriptor (used for communication with the master) so that it can be recovered by the bootstrapped process later. It then forks into a new process. After fork, the parent half overwrites its ``stdin`` with the read end of the pipe, and the child half writes the string ``EC0\n``, then begins reading the :py:mod:`zlib`-compressed payload supplied on ``stdin`` by the econtext master, and writing the decompressed result to the write-end of the UNIX pipe. To allow recovery of ``stdin`` for reuse by the bootstrapped process for master<->slave communication, it is necessary for the first stage to avoid closing ``stdin`` or reading from it until until EOF. Therefore, the master sends the :py:mod:`zlib`-compressed payload prefixed with an integer size, allowing reading by the first stage of exactly the required bytes. Configuring argv[0] ################### Forking provides us with an excellent opportunity for tidying up the eventual Python interpreter, in particular, restarting it using a fresh command-line to get rid of the large base64-encoded first stage parameter, and to replace **argv[0]** with something descriptive. After configuring its ``stdin`` to point to the read end of the pipe, the parent half of the fork re-executes Python, with **argv[0]** taken from the ``CONTEXT_NAME`` variable earlier substituted into its source code. As no arguments are provided to this new execution of Python, and since ``stdin`` is connected to a pipe (whose write end is connected to the first stage), the Python interpreter begins reading source code to execute from the pipe connected to ``stdin``. Bootstrap Preparation ##################### Now we have the mechanism in place to send a :py:mod:`zlib`-compressed script to the remote Python interpreter, it is time to choose what to send. The script sent is simply the source code for :py:mod:`econtext.core`, with a single line suffixed to trigger execution of the :py:meth:`econtext.core.ExternalContext.main` function. The encoded arguments to the main function include some additional details, such as the logging package level that was active in the parent process, and a random secret key used to generate HMAC signatures over the data frames that will be exchanged after bootstrap. After the script source code is prepared, it is passed through :py:func:`econtext.master.minimize_source` to strip it of docstrings and comments, while preserving line numbers. This reduces the compressed payload by around 20%. Signalling Success ################## Once the first stage has signalled ``EC0\n``, the master knows it is ready to receive the compressed bootstrap. After decompressing and writing the bootstrap source to its parent Python interpreter, the first stage writes the string ``EC1\n`` to ``stdout`` before exiting. The master process waits for this string before considering bootstrap successful and the child's ``stdio`` ready to receive messages. ExternalContext.main() ---------------------- .. automethod:: econtext.core.ExternalContext.main Generating A Synthetic `econtext` Package ######################################### Since the bootstrap consists of the :py:mod:`econtext.core` source code, and this code is loaded by Python by way of its main script (``__main__`` module), initially the module layout in the slave will be incorrect. The first step taken after bootstrap is to rearrange :py:data:`sys.modules` slightly so that :py:mod:`econtext.core` appears in the correct location, and all classes defined in that module have their ``__module__`` attribute fixed up such that :py:mod:`cPickle` correctly serializes instance module names. Once a synthetic :py:mod:`econtext` package and :py:mod:`econtext.core` module have been generated, the bootstrap **deletes** `sys.modules['__main__']`, so that any attempt to import it (by :py:mod:`cPickle`) will cause the import to be satisfied by fetching the econtext master's actual ``__main__`` module. This is necessary to allow master programs to be written as a self-contained Python script. Reaping The First Stage ####################### After the bootstrap has called :py:func:`os.dup` on the copy of the ``stdin`` file descriptor saved by the first stage, it is closed. Additionally, since the first stage was forked prior to re-executing the Python interpreter, it will exist as a zombie process until the parent process reaps it. Therefore the bootstrap must call :py:func:`os.wait` soon after startup. Setup Logging ############# The slave's :py:mod:`logging` package root logger is configured to have the same log level as the root logger in the master, and :py:class:`econtext.core.LogHandler` is installed to forward logs to the master context's :py:data:`FORWARD_LOG ` handle. The log level is copied into the slave to avoid generating a potentially large amount of network IO forwarding logs that will simply be filtered away once they reach the master. The Module Importer ################### An instance of :py:class:`econtext.core.Importer` is installed in :py:data:`sys.meta_path`, where Python's ``import`` statement will execute it before attempting to find a module locally. Standard IO Redirection ####################### Two instances of :py:class:`econtext.core.IoLogger` are created, one for ``stdout`` and one for ``stderr``. This class creates a UNIX pipe whose read end is added to the IO multiplexer, and whose write end is used to overwrite the handles inherited during process creation. Even without IO redirection, something must replace ``stdin`` and ``stdout``, otherwise it is possible for the stream used for communication between the master and slave to be accidentally corrupted by subprocesses run by user code. The inherited ``stdin`` is replaced by a file descriptor pointing to ``/dev/null``. Finally Python's :py:data:`sys.stdout` is reopened to ensure line buffering is active, so that ``print`` statements and suchlike promptly appear in the logs. Function Call Dispatch ###################### After all initialization is complete, the slave's main thread sits in a loop reading from a :py:class:`Channel ` connected to the :py:data:`CALL_FUNCTION ` handle. This handle is written to by :py:meth:`call_with_deadline() ` and :py:meth:`call() `. Shutdown ######## When the master signals the :py:data:`CALL_FUNCTION ` :py:class:`Channel ` is closed, the slave calls :py:meth:`shutdown() ` followed by :py:meth:`wait() ` on its own broker, triggering graceful shutdown. During shutdown, the master will wait a few seconds for slaves to disconnect gracefully before force disconnecting them, while the slaves will use that time to call :py:meth:`socket.shutdown(SHUT_WR) ` on their :py:class:`IoLogger ` socket's write ends before draining any remaining data buffered on the read ends. An alternative approach is to wait until the socket is completely closed, with some hard timeout, but this necessitates greater discipline than is common in infrastructure code (how often have you forgotten to redirect stderr to ``/dev/null``?), so needless irritating delays would often be experienced during program termination. If the main thread (responsible for function call dispatch) fails to trigger shutdown (because some user function is hanging), then the eventual force disconnection by the master will cause the IO multiplexer thread to enter shutdown by itself. .. _stream-protocol: Stream Protocol --------------- Once connected, a basic framing protocol is used to communicate between master and slave: +------------+-------+-----------------------------------------------------+ | Field | Size | Description | +============+=======+=====================================================+ | ``hmac`` | 20 | SHA-1 MAC over (``length || data``) | +------------+-------+-----------------------------------------------------+ | ``length`` | 4 | Message length | +------------+-------+-----------------------------------------------------+ | ``data`` | n/a | Pickled message data. | +------------+-------+-----------------------------------------------------+ The ``data`` component always consists of a 2-tuple, `(handle, data)`, where ``handle`` is an integer describing the message target and ``data`` is the value to be delivered to the target. Masters listen on the following handles: .. data:: econtext.core.FORWARD_LOG Receives `(logger_name, level, msg)` 3-tuples and writes them to the master's ``econtext.ctx.`` logger. .. data:: econtext.core.GET_MODULE Receives `(reply_to, fullname)` 2-tuples, looks up the source code for the module named ``fullname``, and writes the source along with some metadata back to the handle ``reply_to``. If lookup fails, ``None`` is sent instead. Slaves listen on the following handles: .. data:: econtext.core.CALL_FUNCTION Receives `(with_context, mod_name, class_name, func_name, args, kwargs)` 5-tuples from :py:meth:`call_with_deadline() `, imports ``mod_name``, then attempts to execute `class_name.func_name(\*args, \**kwargs)`. Additional handles are created to receive the result of every function call triggered by :py:meth:`call_with_deadline() `. Sentinel Value ############## .. autodata:: econtext.core._DEAD The special value :py:data:`econtext.core._DEAD` is used to signal disconnection or closure of the remote end. It is used internally by :py:class:`Channel ` and also passed to any function still registered with :py:meth:`add_handle_cb() ` during Broker shutdown. Use of Pickle ############# The current implementation uses the Python :py:mod:`cPickle` module, with mitigations to prevent untrusted slaves from triggering code excution in the master. The primary reason for using :py:mod:`cPickle` is that it is computationally efficient, and avoids including a potentially large body of serialization code in the bootstrap. The pickler active in slave contexts will instantiate any class, however in the master it is initially restricted to only permitting :py:class:`CallError ` and :py:data:`_DEAD `. While not recommended, it is possible to register more using :py:meth:`econtext.master.LocalStream.allow_class`. The choice of Pickle is one area to be revisited later. All accounts suggest it cannot be used securely, however few of those accounts appear to be expert, and none mention any additional attacks that would not be prevented by using a restrictive class whitelist. Use of HMAC ########### In the current implementation the use of HMAC signatures over data frames is mostly redundant since all communication occurs over SSH, however in order to reduce resource usage, it is planned to support connecting back to the master via plain TCP, at which point the signatures become important. The IO Multiplexer ------------------ Since we must include our IO multiplexer as part of the bootstrap, off-the-shelf implementations are for the most part entirely inappropriate. For example, a minimal copy of Twisted weighs in at around 440KiB and is composed of approximately 115 files. Even if we could arrange for an entire Python package to be transferred during bootstrap, this minimal configuration is massive in comparison to econtext's solution, multiplies quickly in the presence of many machines, and would require manually splitting up the parts of Twisted that we would like to use. Differences Between Master And Slave Brokers ############################################ The main difference between :py:class:`econtext.core.Broker` and :py:class:`econtext.master.Broker` is that when the stream connection to the parent is lost in a slave, the broker will trigger its own shutdown. The Module Importer ------------------- :py:class:`econtext.core.Importer` is still a work in progress, as there are a variety of approaches to implementing it, and the present implementation is not pefectly efficient in every case. It operates by intercepting ``import`` statements via `sys.meta_path`, asking Python if it can satisfy the import by itself, and if not, indicating to Python that it is capable of loading the module. In :py:meth:`load_module() ` an RPC is started to the master, requesting the module source code. Once the source is fetched, the method builds a new module object using the best practice documented in PEP-302. Minimizing Roundtrips ##################### In Python 2.x where relative imports are the default, a large number of import requests will be made for modules that do not exist. For example: .. code-block:: python # mypkg/__init__.py import sys import os In Python 2.x, Python will first try to load ``mypkg.sys`` and ``mypkg.os``, which do not exist, before falling back on :py:mod:`sys` and :py:mod:`os`. These negative imports present a challenge, as they introduce a large number of pointless network roundtrips. Therefore in addition to the :py:mod:`zlib`-compressed source, for packages the master sends along a list of child modules known to exist. Before indicating it can satisfy an import request, :py:class:`econtext.core.Importer` first checks to see if the module belongs to a package it has previously imported, and if so, ignores the request if the module does not appear in the enumeration of child modules belonging to the package. Child Module Enumeration ######################## Package children are enumerated using :py:func:`pkgutil.iter_modules`. Use Of Threads -------------- The package always runs the IO multiplexer in a thread. This is so the multiplexer retains control flow in order to shut down gracefully, say, if the user's code has hung and the master context has disconnected. While it is possible for the IO multiplexer to recover control of a hung function call on UNIX using for example :py:mod:`signal.SIGALRM `, this mechanism is not portable to non-UNIX operating systems, and does not work in every case, for example when Python blocks signals during a variety of :py:mod:`threading` package operations. At some point it is likely econtext will be extended to support starting slaves running on Windows. When that happens, it would be nice if the process model on Windows and UNIX did not differ, and in fact the code used on both were identical.