cps110 / ee 153: intro to operating systems jeff chase august 25, 2008

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CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

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Page 1: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

CPS110 / EE 153: Intro to Operating Systems

Jeff Chase

August 25, 2008

Page 2: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

About the guy I got these slides from (Landon Cox)

Background BS Math/CS: Duke, ’99 PhD EECS: Michigan, ’05

Research interests OS, p2p, economics, security, mobility

Why am I a professor? Research and teaching are a lot of fun Explaining things improves my understanding

Page 3: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

About me (Jeff Chase)

Background BS Math/CS: Dartmouth, back in the 1980s sometime PhD CS: University of Washington (Seattle), ’95

Research interests OS, networked systems, Internet service infrastructure,

utility computing, energy/green, cool new stuff

Why am I a professor? Research and teaching are a lot of fun, etc. Explaining things improves my understanding Office with view of tower

Page 4: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: prerequisites (CPS)

CPS 100 Basic data structures Allocating memory on the stack versus from the

heap

CPS 104 Basic computer architecture, ISAs Registers: stack pointer, PC, general-purpose Virtual memory translation Page tables TLB, caching

Page 5: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: lectures and textbook

Lecture notes on the web (125 pages) Exams based on content of lectures

Textbooks Not required On-line: Saltzer and Kaashoek “Modern Operating Systems” is OK Useful: Storage, data, and information systems

($15 on Amazon)

Page 6: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: discussion sections

Two sections, starting next week MW 2:50- 4:05 F 2:50 – 4:05 (sometimes)

Teaching Assistant Amre Shakimov ([email protected]) Seasoned and energetic

Undergraduate Teaching Assistant Matt Jacobson

Page 7: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: projects

Where you will learn the most 4 projects

0: very simple intro to C++ 1: building a user-level thread package 2: building a virtual memory manager 3: hack into a vulnerable system

Projects aren’t long, but are difficult Only 100-1,000 lines/code, but many hours Everything is in C++

Project 0 has been posted today

Page 8: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: homework problems

Posted on web by Friday Should be done before discussion section Not graded, but count toward participation

Page 9: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: project groups

All projects done in groups of 2 or 3 Email groups to [email protected]

By Friday (August 29)! Group members will rate each other Procedure for firing, quitting in

syllabus

Page 10: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: project auto-grading

All projects are auto-graded Allows groups to get immediate feedback Use submit110 script on cs machines

One submission/group/day gets feedback Can’t use to debug your project

Any group member’s submission counts

Page 11: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

More on the auto-grader

Very limited feedback: correct or incorrect Doesn’t say what is wrong Still have to write a test suite (except P0) Don’t rely on auto-grader feedback alone

To get more useful feedback Come talk to us! We will provide many office hours every week (double office hours week before a deadline)

Page 12: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: project timelines

Due at 6pm, accepted until 11:59:59pm Auto-grader clock is the one that counts Last submission to auto-grader is final

3 late days/group/semester Intended for unexpected problems

No extensions Start early!

Page 13: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: project collaboration

Ok, among groups C++ syntax, course concepts “What does this part of the handout mean?”

Not ok, among groups Design/writing of another’s program Includes prior class solutions “How do I do this part of the handout?”

We use automated similarity-detection software Just changing the variable names won’t save you

If in doubt, ask me

Page 14: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: grades, exams

Projects: 35% Midterm: 30%

mid-October Final: 30%

December Participation: 5%

Page 15: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Projects and exams

The two are not independent Familiarity with projects is critical to doing well

on exams

I like to ask questions about projects on exams “Extend Project X to include this functionality”

Know your project! You can assign roles to different people But each member must understand all aspects

Page 16: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: environment

Linux/GNU environment Need to sign-up for term CS account

Use the form on the cs.duke.edu/csl page Send CS login name to [email protected]

Can login into linux.cs.duke.edu Use this account for all auto-grading

Page 17: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Syllabus: getting help

Newsgroup http://courses.duke.edu

Office hours With me: With Amre:

Don’t email Amre or me directly Post to the newsgroup, which we

monitor

Page 18: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Grades from last semester

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

1

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Some kind of A Some kind of B sko D

Page 19: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Questions about the mechanics?

Page 20: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Goals for CPS 110

First part: demystify the operating system How does my computer start running? How does a program load into memory?

Second part: demystify Internet systems How does my email know where to go? Why is Google so fast? How is everything “virtualized”?

Page 21: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Duke course view of computers

HardwareAssembly language program

gates

HardwareAssembly language program

gates

CPS 104CPS 104

CPS 1,6,100,108CPS 1,6,100,108

compiling, reading programs off disk, getting program into memory, reading

keyboard, starting the computer, saving files, filenames, networking

compiling, reading programs off disk, getting program into memory, reading

keyboard, starting the computer, saving files, filenames, networking

ApplicationsIdeas

high-level programming languages

ApplicationsIdeas

high-level programming languages

What’s missing?What’s missing?CPS 110CPS 110

Page 22: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Thinking about interfaces Consider the Java language and its key word “interface” What is a Java object?

List of methods and collection of internal state

What is a Java interface? Set of methods associated with an object that a programmer can

call

What do those methods do? Invoke code (let the object do work on the caller’s behalf) Mutate the object’s public/private state

Why are interfaces useful? They provide an “abstraction” or simplification Callers don’t have to know an object exact type

Page 23: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

OS terminology Key terms: interface, resource (cpu, mem, etc), abstraction,

virtual

Define an interface in terms of resources An interface is a set of primitives or operations Interfaces provides access to resources

What do we mean by abstraction? How resources are presented to a client Can think of as an illusion that makes resources easier to

program

What does it mean to virtualize something? Provides an abstraction (simple way to manipulate resources) (mostly) disallow direct access to reality/resources

Page 24: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

What is an operating system?

Program that runs on CPU, (mostly) like any other

Virtual interface should be simpler than physicalHardwareHardware

OSOS

ApplicationsApplications

“Physical machine”Interface

“Physical machine”Interface

“Virtual machine”Interface

“Virtual machine”Interface

Page 25: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

What is an operating system?

HardwareHardware

OSOS

ApplicationsApplications

“Physical machine”Interface

“Physical machine”Interface

“Virtual machine”Interface

“Virtual machine”Interface

What interface does the hardware present?

What interface does the OS present?

Instruction set:Load/store, mem, regs

Page 26: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Hardware-software stack

HardwareHardware

OSOS

ApplicationsApplications

Page 27: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

OS vs user-level programs

OSOS

User programUser program

Familiar view

How do programs start?Tasks outside program? (net recv)How to prevent CPU hogging?

User programUser program

Alternate view

User programUser program

OSOS

OS runs first, calls programPrograms run until they return control to OS (by themselves or forced by hardware)Then OS calls another program

Key question: who calls whom?

Page 28: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Functions of the OS

1. Illusionist Makes computer seem nicer than it really is

Examples? Programs seem to have their own CPU AFS: single, unified file system Name data with human-readable names Directories Packets get lost; OS makes net look reliable Disk is slow; OS makes it look fast via caching

Page 29: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Functions of the OS

1. Illusionist Makes computer seem nicer than it really is

2. Government Divides hardware resources among competing

programs

What hardware resources does the OS manage? Processor Memory Network Disk

Page 30: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Functions of the OS

1. Illusionist Makes computer seem nicer than it really is

2. Government Divides hardware resources among competing

programs Taxes programs (OS needs CPU, memory to

run) Taken for granted when it works, cursed when

it breaks

Page 31: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Why study operating systems?

Very few of you will ever write one … Illusionist, govn functions appear in many

domains Google provides the illusion of a single web server Word does background spell checking

Design principles Proper abstractions, caching, indirection Concurrency, naming, atomicity, authentication Protection, resource multiplexing (fairness)

How does OS create the illusions we know/love?

Page 32: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Hints for designing systems

What is a system? Components, interconnections Interfaces, environment

Systems do something for their environs Exhibit this behavior via interface

Cleanly divides the world in two Parts of the system + the environment

Page 33: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Systems from 10,000 feet

Environment aka “the client”

System

Component

Component

Component

Component

Page 34: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Why is designing systems hard?

1. Emergent properties Can’t predict all component interactions Millennium bridge

Synchronized stepping leads to swaying Swaying leads to more forceful synchronized

stepping Leads to more swaying …

2. Propagation of effects3. Incommensurate scaling4. Trade-offs

Page 35: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Why is designing systems hard?

1. Emergent properties2. Propagation of effects

Want a better ride so increase the tire size Need a larger trunk for the larger spare Need to move the back seat forward Need to make front seats thinner Leads to worse driver comfort than before

3. Incommensurate scaling4. Trade-offs

Page 36: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Why is designing systems hard?

1. Emergent properties2. Propagation of effects3. Incommensurate scaling

Consider the giant mouse Weight ~ size3 (volume) Bone strength ~ size2 (cross section area) An elephant sized mouse is not

sustainable

4. Trade-offs

Page 37: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Why is designing systems hard?

1. Emergent properties2. Propagation of effects3. Incommensurate scaling4. Trade-offs

“Waterbed effect” Push on one end, and the other goes up Spam filters and smoke detectors False positives vs false negatives

Page 38: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Why is designing systems hard?

1. Emergent properties2. Propagation of effects3. Incommensurate scaling4. Trade-offs In the immortal words of HT

Kung “Systems hard. Must work harder.”

Page 39: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

History of operating systems

History dominated by two trends Increasingly inexpensive hardware Increased software complexity

Microsoft embodies tension between these trends MS gained 90% market share by running on cheap hw Supporting all that hardware complicates the OS (3rd-party drivers responsible for vast majority of crashes)

How is Apple’s strategy different? Jobs chooses the hardware you will run HW-to-app control reduces complexity, choice, discount

Page 40: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

First phase: single operator

One goal: make it work Interactive (user has entire machine to herself) Users sign up, get room for two hours at a time

“OS” is really just a library compiled into program

What is wrong with this timeline?CPU utilization is awfulSince CPUs were expensive, this mattered

Page 41: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Second phase: batch processing

Goal: improve CPU, I/O utilization Machine is no longer interactive Users submit program (stack of cards) to queue One job at a time, CPU idle during I/O, I/O idle during CPU

OS is a batch monitor + library of services Loads program, runs program, prints results Loads next program …

Page 42: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Second phase: batch processing

Goal: improve CPU, I/O utilization Machine is no longer interactive Users submit program (stack of cards) to queue One job at a time, CPU idle during I/O, I/O idle during CPU

What key OS function starts to matter now? Protection: programs must not corrupt monitor Programs must relinquish CPU to monitor

Page 43: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Second phase: batch processing

Goal: improve CPU, I/O utilization Machine is no longer interactive Users submit program (stack of cards) to queue One job at a time, CPU idle during I/O, I/O idle during CPU

Why wasn’t protection an issue before? No batch monitor to corrupt Person in lab coat took CPU back from program

Page 44: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Third phase: multi-program batch

Goal: overlap CPU, I/O When one job is reading from disk, run another

job on CPU Use DMA + interrupts to allow background I/O DMA: devices write to program memory Interrupts: devices can tell CPU the I/O is done

Job 1

Job 2

Page 45: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Third phase: multi-program batch

Goal: overlap CPU, I/O What are the OS’s new responsibilities?

Switch between processes Manage multiple I/Os across devices Protect processes from each other

Job 1

Job 2

Page 46: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Fourth phase: time-sharing

Goal: keep efficiency, restore interactivity Key insight: humans are really just slow I/O

devices Switch between programs during think-time

Job 1

Job 2

Job 3

Increased complexity:• Many jobs• Outstanding reqs• Many job sources

Page 47: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Fifth phase: personal computing

What are PC operating systems most like? As PC prices dropped, single-operator became feasible OS was again just a library of services (MS-DOS)

With one user, do jobs need to time-share? Early PC OSes could only do one thing at a time Everything waited while printing/loading a program (Mac < X)

Need protection if I’m the only one using the PC? Protect me from myself (or my buggy software) Early PCs provided no protection (why Windows before XP, Mac before X were awful)

PC operating systems are basically time-sharing OSes now

Page 48: CPS110 / EE 153: Intro to Operating Systems Jeff Chase August 25, 2008

Operating system complexity

Windows XP > 40 million lines of code Most of this code is device drivers (not written by

MS)

Windows NT took 7 years to develop Only worked well years after it shipped

Windows 2000 Shipped with 63,000 “potential known defects”

Hot research area Simplify, automatically find OS bugs