Kernel updates are a part of daily life in contemporary computer systems. They usually require an OS reboot that involves restarting not only the kernel but also all of the running applications, causing downtime that can disrupt software services. This downtime issue has been tackled by numerous approaches. Although dynamic translation of the running kernel image, which is a representative approach, can conduct kernel updates at runtime, its applicability is inherently limited. This paper describes Dwarf, which shortens downtime during kernel updates and covers more types of updates. Dwarf launches the newer kernel in the background on the same physical machine and forces the kernel to inherit the running states of the older kernel. We implemented a prototype of Dwarf on Xen 4.5.2, Linux 2.6.39, Linux 3.18.35, and Linux 4.1.6. Also, we conducted experiments using six applications, such as Apache, MySQL, and memcached, and the results demonstrate that Dwarf's downtime is 1.8 seconds in the shortest case and up to 10× shorter than that of the normal OS reboot.

Operating system (OS) reboots are an essential part of updating kernels and applications on laptops and desktop PCs. Long downtime during OS reboots severely disrupts users' computational activities. This long disruption discourages the users from conducting OS reboots, failing to enforce them to conduct software updates. Although the dynamic updatable techniques have been widely studied, making the system “reboot-free” is still difficult due to their several limitations. As a result, users cannot benefit from new functionality or better performance, and even worse, unfixed vulnerabilities can be exploited by attackers. This paper presents ShadowReboot, a virtual machine monitor (VMM)-based approach that shortens downtime of OS reboots in software updates. ShadowReboot conceals OS reboot activities from user's applications by spawning a VM dedicated to an OS reboot and systematically producing the rebooted state where the updated kernel and applications are ready for use. ShadowReboot provides an illusion to the users that the guest OS travels forward in time to the rebooted state. ShadowReboot offers the following advantages. It can be used to apply patches to the kernels and even system configuration updates. Next, it does not require any special patch requiring detailed knowledge about the target kernels. Lastly, it does not require any target kernel modification. We implemented a prototype in VirtualBox 4.0.10 OSE. Our experimental results show that ShadowReboot successfully updated software on unmodified commodity OS kernels and shortened the downtime of commodity OS reboots on five Linux distributions (Fedora, Ubuntu, Gentoo, Cent, and SUSE) by 91 to 98%.

Infrastructure as a Service (IaaS), a form of cloud computing, is gaining attention for its ability to enable efficient server administration in dynamic workload environments. In such environments, however, updating the software stack or content files of virtual machines (VMs) is a time-consuming task, discouraging administrators from frequently enhancing their services and fixing security holes. This is because the administrator has to upload the whole new disk image to the cloud platform via the Internet, which is not yet fast enough that large amounts of data can be transferred smoothly. Although the administrator can apply incremental updates directly to the running VMs, he or she has to carefully consider the type of update and perform operations on all running VMs, such as application restarts. This is a tedious and error-prone task. This paper presents a technique for synchronizing VMs with less time and lower administrative burden. We introduce the Virtual Disk Image Repository, which runs on the cloud platform and automatically updates the virtual disk image and the running VMs with only the incremental update information. We also show a mechanism that performs necessary operations on the running VM such as restarting server processes, based on the types of files that are updated. We implement a prototype on Linux 2.6.31.14 and Amazon Elastic Compute Cloud. An experiment shows that our technique can synchronize VMs in an order-of-magnitude shorter time than the conventional disk-image-based VM method. Also, we discuss limitations of our technique and some directions for more efficient VM updates.