Search Results: "paci"

20 December 2022

Russ Allbery: Review: Tess of the Road

Review: Tess of the Road, by Rachel Hartman
Series: Tess of the Road #1
Publisher: Random House
Copyright: 2018
Printing: 2022
ISBN: 1-101-93130-2
Format: Kindle
Pages: 536
Tess of the Road is the first book of a YA fantasy duology set in the same universe as Seraphina and Shadow Scale. It's hard to decide what to say about reading order (and I now appreciate the ambiguous answers I got). Tess of the Road is a sequel to Seraphina and Shadow Scale in the sense that there are numerous references to the previous duology, but it has a different protagonist and different concerns. You don't need to read the other duology first, but Tess of the Road will significantly spoil the resolution of the romance plot in Seraphina, and it will be obvious that you've skipped over background material. That said, Shadow Scale is not a very good book, and this is a much better book. I guess the summary is this: if you're going to read the first duology, read it first, but don't feel obligated to do so. Tess was always a curious, adventurous, and some would say unmanageable girl, nothing like her twin. Jeanne is modest, obedient, virtuous, and practically perfect in every way. Tess is not; after a teenage love affair resulting in an out-of-wedlock child and a boy who disappeared rather than marry her, their mother sees no alternative but to lie about which of the twins is older. If Jeanne can get a good match among the nobility, the family finances may be salvaged. Tess's only remaining use is to help her sister find a match, and then she can be shuffled off to a convent. Tess throws herself into court politics and does exactly what she's supposed to. She engineers not only a match, but someone Jeanne sincerely likes. Tess has never lacked competence. But this changes nothing about her mother's view of her, and Tess is depressed, worn, and desperately miserable in Jeanne's moment of triumph. Jeanne wants Tess to stay and become the governess of her eventual children, retaining their twin bond of the two of them against the world. Their older sister Seraphina, more perceptively, tries to help her join an explorer's expedition. Tess, in a drunken spiral of misery, insults everyone and runs away, with only a new pair of boots and a pack of food. This is going to be one of those reviews where the things I didn't like are exactly the things other readers liked. I see why people loved this book, and I wish I had loved it too. Instead, I liked parts of it a great deal and found other parts frustrating or a bit too off-putting. Mostly this is a preference problem rather than a book problem. My most objective complaint is the pacing, which was also my primary complaint about Shadow Scale. It was not hard to see where Hartman was going with the story, I like that story, I was on board with going there, but getting there took for-EV-er. This is a 536 page book that I would have edited to less than 300 pages. It takes nearly a hundred pages to get Tess on the road, and while some of that setup is necessary, I did not want to wallow in Tess's misery and appalling home life for quite that long. A closely related problem is that Hartman continues to love flashbacks. Even after Tess has made her escape, we get the entire history of her awful teenage years slowly dribbled out over most of the book. Sometimes this is revelatory; mostly it's depressing. I had guessed the outlines of what had happened early in the book (it's not hard), and that was more than enough motivation for me, but Hartman was determined to make the reader watch every crisis and awful moment in detail. This is exactly what some readers want, and sometimes it's even what I want, but not here. I found the middle of the book, where the story is mostly flashbacks and flailing, to be an emotional slog. Part of the problem is that Tess has an abusive mother and goes through the standard abuse victim process of being sure that she's the one who's wrong and that her mother is justified in her criticism. This is certainly realistic, and it eventually lead to some satisfying catharsis as Tess lets go of her negative self-image. But Tess's mother is a narcissistic religious fanatic with a persecution complex and not a single redeeming quality whatsoever, and I loathed reading about her, let alone reading Tess tiptoeing around making excuses for her. The point of this in the story is for Tess to rebuild her self-image, and I get it, and I'm sure this will work for some readers, but I wanted Tess's mother (and the rest of her family except her sisters) to be eaten by dragons. I do not like the emotional experience of hating a character in a book this much. Where Tess of the Road is on firmer ground is when Tess has an opportunity to show her best qualities, such as befriending a quigutl in childhood and, in the sort of impulsive decision that shows her at her best, learning their language. (For those who haven't read the previous books, quigutls are a dog-sized subspecies of dragon that everyone usually treats like intelligent animals, although they're clearly more than that.) Her childhood quigutl friend Pathka becomes her companion on the road, which both gives her wanderings some direction and adds some useful character interaction. Pathka comes with a plot that is another one of those elements that I think will work for some readers but didn't work for me. He's in search of a Great Serpent, a part of quigutl mythology that neither humans or dragons pay attention to. That becomes the major plot of the novel apart from Tess's emotional growth. Pathka also has a fraught relationship with his own family, which I think was supposed to parallel Tess's relationships but never clicked for me. I liked Tess's side of this relationship, but Pathka is weirdly incomprehensible and apparently fickle in ways that I found unsatisfying. I think Hartman was going for an alien tone that didn't quite work for me. This is a book that gets considerably better as it goes along, and the last third of the book was great. I didn't like being dragged through the setup, but I loved the character Tess became. Once she reaches the road crew, this was a book full of things that I love reading about. The contrast between her at the start of the book and the end is satisfying and rewarding. Tess's relationship with her twin Jeanne deserves special mention; their interaction late in the book is note-perfect and much better than I had expected. Unfortunately, Tess of the Road doesn't have a real resolution. It's only the first half of Tess's story, which comes back to that pacing problem. Ah well. I enjoyed this but I didn't love it. The destination was mostly worth the journey, but I thought the journey was much too long and I had to spend too much time in the company of people I hated far more intensely than was comfortable. I also thought the middle of the book sagged, a problem I have now had with two out of three of Hartman's books. But I can see why other readers with slightly different preferences loved it. I'm probably invested enough to read the sequel, although I'm a bit grumbly that the sequel is necessary. Followed by In the Serpent's Wake. Rating: 7 out of 10

19 December 2022

Russ Allbery: Review: Artifact Space

Review: Artifact Space, by Miles Cameron
Series: Arcana Imperii #1
Publisher: Gollancz
Copyright: June 2021
ISBN: 1-4732-3262-7
Format: Kindle
Pages: 483
Artifact Space is a military (mostly) science fiction novel, the first of an expected trilogy. Christian Cameron is a prolific author of historical fiction under that name, thrillers under the name Gordon Kent, and historical fantasy under the name Miles Cameron. This is his first science fiction novel. Marca Nbaro is descended from one of the great spacefaring mercantile families, but it's not doing her much good. She is a ward of the Orphanage, the boarding school for orphaned children of the DHC, generous in theory and a hellhole in practice. Her dream to serve on one of the Greatships, the enormous interstellar vessels that form the backbone of the human trading network, has been blocked by the school authorities, a consequence of the low-grade war she's been fighting with them throughout her teenage years. But Marca is not a person to take no for an answer. Pawning her family crest gets her just enough money to hire a hacker to doctor her school records, adding the graduation she was denied and getting her aboard the Greatship Athens as a new Midshipper. I don't read a lot of military science fiction, but there is one type of story that I love that military SF is uniquely well-suited to tell. It's not the combat or the tactics or the often-trite politics. It's the experience of the military as a system, a collective human endeavor. One ideal of the military is that people come to it from all sorts of backgrounds, races, and social classes, and the military incorporates them all into a system built for a purpose. It doesn't matter who you are or what you did before: if you follow the rules, do your job, and become part of a collaboration larger than yourself, you have a place and people to watch your back whether or not they know you or like you. Obviously, like any ideal, many militaries don't live up to this, and there are many stories about those failures. But the story of that ideal, told well, is a genre I like a great deal and is hard to find elsewhere. This sort of military story shares some features with found family, and it's not a coincidence that I also like found family stories. But found family still assumes that these people love you, or at least like you. For some protagonists, that's a tricky barrier both to cross and to believe one has crossed. The (admittedly idealized) military doesn't assume anyone likes you. It doesn't expect that you or anyone around you have the right feelings. It just expects you to do your job and work with other people who are doing their job. The requirements are more concrete, and thus in a way easier to believe in. Artifact Space is one of those military science fiction stories. I was entirely unsurprised to see that the author is a former US Navy career officer. The Greatships here are, technically, more of a merchant marine than a full-blown military. (The author noted in an interview that he based them on the merchant ships of Venice.) The weapons are used primarily for defense; the purpose of the Greatships is trade, and every crew member has a storage allotment in the immense cargo area that they're encouraged to use. The setting is in the far future, after a partial collapse and reconstruction of human society, in which humans have spread through interstellar space, settled habitable planets, and built immense orbital cities. The Athens is trading between multiple human settlements, but its true destination is far into the deep black: Tradepoint, where it can trade with the mysterious alien Starfish for xenoglas, a material that humans have tried and failed to reproduce and on which much of human construction now depends. This is, to warn, one of those stories where the scrappy underdog of noble birth makes friends with everyone and is far more competent than anyone expects. The story shape is not going to surprise you, and you have to have considerable tolerance for it to enjoy this book. Marca is ridiculously, absurdly central to the plot for a new Middie. Sometimes this makes sense given her history; other times, she is in the middle of improbable accidents that felt forced by the author. Cameron doesn't entirely break normal career progression, but Marca is very special in a way that you only get to be as the protagonist of a novel. That said, Cameron does some things with that story shape that I liked. Marca's hard-won survival skills are not weirdly well-suited for her new life aboard ship. To the contrary, she has to unlearn a lot of bad habits and let go of a lot of anxiety. I particularly liked her relationship with her more-privileged cabin mate, which at first seemed to only be a contrast between Thea's privilege and Marca's background, but turned into both of them learning from each other. There's a great mix of supporting characters, with a wide variety of interactions with Marca and a solid sense that all of the characters have their own lives and their own concerns that don't revolve around her. There is, of course, a plot to go with this. I haven't talked about it much because I think the summaries of this book are a bit of a spoiler, but there are several layers of political intrigue, threats to the ship, an interesting AI, and a good hook in the alien xenoglas trade. Cameron does a deft job balancing the plot with Marca's training and her slow-developing sense of place in the ship (and fear about discovery of her background and hacking). The pacing is excellent, showing all the skill I'd expect from someone with a thriller background and over forty prior novels under his belt. Cameron portrays the tedious work of learning a role on a ship without boring the reader, which is a tricky balancing act. I also like the setting: a richly multicultural future that felt like it included people from all of Earth, not just the white western parts. That includes a normalized androgyne third gender, which is the sort of thing you rarely see in military SF. Faster-than-light travel involves typical physics hand-waving, but the shape of the hand-waving is one I've not seen before and is a great excuse for copying the well-known property of oceangoing navies that longer ships can go faster. (One tech grumble, though: while Cameron does eventually say that this is a known tactic and Marca didn't come up with anything novel, deploying spread sensors for greater resolution is sufficiently obvious it should be standard procedure, and shouldn't have warranted the character reactions it got.) I thoroughly enjoyed this. Artifact Space is the best military SF that I've read in quite a while, at least back to John G. Hemry's JAG in space novels and probably better than those. It's going to strike some readers, with justification, as cliched, but the cliches are handled so well that I had only minor grumbling at a few absurd coincidences. Marca is a great character who is easy to care about. The plot was tense and satisfying, and the feeling of military structure, tradition, jargon, and ship pride was handled well. I had a very hard time putting this down and was sad when it ended. If you're in the mood for that class of "learning how to be part of a collaborative structure" style of military SF, recommended. Artifact Space reaches a somewhat satisfying conclusion, but leaves major plot elements unresolved. Followed by Deep Black, which doesn't have a release date at the time of this writing. Rating: 9 out of 10

18 December 2022

Russell Coker: Wall Facers

I m currently reading the second book of the TriSolar Sci-Fi series by Cixin Liu, I ve only just started it so this post can t have spoilers for it and I will also only have minimal spoilers for the first book (nothing more than you will get from pop culture references to it). In the second book there are people called Wall Facers who have broad powers to shape the course of the Human response to an alien invasion in 400+ years time. The idea is that as the aliens have an ability to see everything that can be seen on Earth any ideas that leave the brain of one person can be snooped on, so if some people act independently without communicating their plans they can take the aliens by surprise. While that is probably going to work out well in the books history in general seems to show that people who act independently without any useful feedback from others tend to perform poorly, every king and dictator seems to demonstrate this. Efficient Work I ve been thinking about what I would do if I had significant powers to guide the response to an alien threat in some hundreds of years. The first thing to do would be to get all people working as efficiently as possible. Without the imminent threat of alien invasion we can have debates about how much time to spend working vs leisure time. Should we make 24 hours per week the new normal work week? But if the threat of annihilation is looming then the discussion should be about how to get as many people as possible working as much as possible. Currently 1/4 of the world population lack access to safe drinking water [1], there s a plan to achieve universal and equitable access to safe and affordable drinking water for all by 2030 . But 2030 isn t soon enough, another 8 years where 1/4 of children born won t reach their potential due to poor water is unacceptable. Currently 13% of the world population don t have access to electricity and 40% don t have access to clean fuels for cooking [2]. Lack of energy access reduces health and opportunities for education. Healthcare is another major obstacle to human development and therefore economic development. Even some allegedly first-world countries like the US lack universal affordable healthcare. I think we could reasonably get safe water to 99% of the world population before 2025 if we tried hard (IE applied a small fraction of the resources of a single war to it). Getting electricity to 95% of the world population and clean cooking fuels to 90% of the world population are probably achievable goals for 2025 as well. Healthcare is a slightly harder problem as we need to train more nurses and doctors. A registered nurse apparently needs 3 years of training after completing high school. We may have to improve high schools to get more students up to the standard of nursing degrees. If it takes 3 years to improve schools in year 9+ and then 3 years to get more high school graduates that would mean that it would take about 9 years to get an increase in nurses. Doing this would require increasing the capacity of universities and making university almost free (as it was for decades). So in about 2031 we could start sending a significant number of nurses from developed countries to help out developing countries. Becoming a doctor apparently requires 8 years of study plus a minimum of 3 years residency . So if doctors were entirely trained in first world countries then we wouldn t be able to send many doctors to developing countries until 2039. If the residency was performed in other countries then it could be as early as 2036. According to the WHO currently only half the world s population have adequate healthcare [3]. To get adequate healthcare to the world we need to more than double the number of doctors because currently we don t have enough in countries with decent healthcare systems such as Australia. It would probably take to at least 2060 to get enough doctors trained. The end goal of course would be to have every country able to train enough of it s citizens to provide all medical services, but countries that have serious widespread healthcare problems that reduce the number of people who can pursue higher education will have difficulty in that until some of the healthcare problems are alleviated. Education Obviously education is important to all achievements. Currently education seems very poorly run, it is possible to create a school system that teaches children effectively without the bullying that is common in Australia and without the sort of pressure that South Korea is infamous for. One of the main issues to resolve with the school system is the idea that everyone should learn at the same speed, that goal can only be achieved by making the majority of the students learn slowly. Students should be able to freely skip ahead as their skill permits and finish school at any age. Also high school isn t for everyone, the tech schools that teach trades need to be brought back. Deceiving Aliens A plot point in the TriSolar series is that the aliens can see each other s thoughts, the local communication (their equivalent to talking) is based on reading each other s thoughts without the possibility of deception. While deceptive written communication is potentially possible for them they haven t developed skills in that area. As a first step towards exploiting this humans could focus more on linguistic development that increases language complexity, such as the way the English language adopts words from other languages and gives them slightly different meanings for example the difference between driver and chauffeur and the difference between dog and hound is not obvious to many Europeans who otherwise speak English fluently. When involved in conversation it s possible to convey meaning without directly stating things, this is used extensively by people who are interested in security. My observations of this are based on conversations with people who do government work, but I imagine that criminal organisations also do similar things for similar reasons. An increased focus on poetry in schools might be helpful in developing skills for conveying ideas to people who think in human ways where the message is unclear to non-humans who have no experience of deception. I wonder whether the ability to understand human poetry would make aliens less hostile to humans, if they can think like us then they would be less likely to want to exterminate us. Poker is a game that depends on the ability to deceive others, I ve never been any good at it. I wonder if making it part of the school curriculum would help improve the overall human ability to deceive aliens. I don t think that such schools would become dens of sociopathy as depicted in Kakegurui, but it might have some negative results. Spreading education to a larger portion of the world s population requires more use of electronic education. Anything learned via text can be more easily assimilated by aliens than things that are learned directly from other people. For high school and the basics of a university degree this is fine. But for more advanced education it seems that having a large face to face component might help keep the value away from the aliens. More Ideas? What do you think I missed on this list? I wasn t trying to list every possibility, just the more important ones. Also for any goals other than increasing inequality for it s own sake we should improve health and education for the world.

15 December 2022

Reproducible Builds: Supporter spotlight: David A. Wheeler on supply chain security

The Reproducible Builds project relies on several projects, supporters and sponsors for financial support, but they are also valued as ambassadors who spread the word about our project and the work that we do. This is the sixth instalment in a series featuring the projects, companies and individuals who support the Reproducible Builds project. We started this series by featuring the Civil Infrastructure Platform project and followed this up with a post about the Ford Foundation as well as a recent ones about ARDC, the Google Open Source Security Team (GOSST), Jan Nieuwenhuizen on Bootstrappable Builds, GNU Mes and GNU Guix and Hans-Christoph Steiner of the F-Droid project. Today, however, we will be talking with David A. Wheeler, the Director of Open Source Supply Chain Security at the Linux Foundation.

Holger Levsen: Welcome, David, thanks for taking the time to talk with us today. First, could you briefly tell me about yourself? David: Sure! I m David A. Wheeler and I work for the Linux Foundation as the Director of Open Source Supply Chain Security. That just means that my job is to help open source software projects improve their security, including its development, build, distribution, and incorporation in larger works, all the way out to its eventual use by end-users. In my copious free time I also teach at George Mason University (GMU); in particular, I teach a graduate course on how to design and implement secure software. My background is technical. I have a Bachelor s in Electronics Engineering, a Master s in Computer Science and a PhD in Information Technology. My PhD dissertation is connected to reproducible builds. My PhD dissertation was on countering the Trusting Trust attack, an attack that subverts fundamental build system tools such as compilers. The attack was discovered by Karger & Schell in the 1970s, and later demonstrated & popularized by Ken Thompson. In my dissertation on trusting trust I showed that a process called Diverse Double-Compiling (DDC) could detect trusting trust attacks. That process is a specialized kind of reproducible build specifically designed to detect trusting trust style attacks. In addition, countering the trusting trust attack primarily becomes more important only when reproducible builds become more common. Reproducible builds enable detection of build-time subversions. Most attackers wouldn t bother with a trusting trust attack if they could just directly use a build-time subversion of the software they actually want to subvert.
Holger: Thanks for taking the time to introduce yourself to us. What do you think are the biggest challenges today in computing? There are many big challenges in computing today. For example:
Holger: Do you think reproducible builds are an important part in secure computing today already? David: Yes, but first let s put things in context. Today, when attackers exploit software vulnerabilities, they re primarily exploiting unintentional vulnerabilities that were created by the software developers. There are a lot of efforts to counter this: We re just starting to get better at this, which is good. However, attackers always try to attack the easiest target. As our deployed software has started to be hardened against attack, attackers have dramatically increased their attacks on the software supply chain (Sonatype found in 2022 that there s been a 742% increase year-over-year). The software supply chain hasn t historically gotten much attention, making it the easy target. There are simple supply chain attacks with simple solutions: Unfortunately, attackers know there are other lines of attack. One of the most dangerous is subverted build systems, as demonstrated by the subversion of SolarWinds Orion system. In a subverted build system, developers can review the software source code all day and see no problem, because there is no problem there. Instead, the process to convert source code into the code people run, called the build system , is subverted by an attacker. One solution for countering subverted build systems is to make the build systems harder to attack. That s a good thing to do, but you can never be confident that it was good enough . How can you be sure it s not subverted, if there s no way to know? A stronger defense against subverted build systems is the idea of verified reproducible builds. A build is reproducible if given the same source code, build environment and build instructions, any party can recreate bit-by-bit identical copies of all specified artifacts. A build is verified if multiple different parties verify that they get the same result for that situation. When you have a verified reproducible build, either all the parties colluded (and you could always double-check it yourself), or the build process isn t subverted. There is one last turtle: What if the build system tools or machines are subverted themselves? This is not a common attack today, but it s important to know if we can address them when the time comes. The good news is that we can address this. For some situations reproducible builds can also counter such attacks. If there s a loop (that is, a compiler is used to generate itself), that s called the trusting trust attack, and that is more challenging. Thankfully, the trusting trust attack has been known about for decades and there are known solutions. The diverse double-compiling (DDC) process that I explained in my PhD dissertation, as well as the bootstrappable builds process, can both counter trusting trust attacks in the software space. So there is no reason to lose hope: there is a bottom turtle , as it were.
Holger: Thankfully, this has all slowly started to change and supply chain issues are now widely discussed, as evident by efforts like Securing the Software Supply Chain: Recommended Practices Guide for Developers which you shared on our mailing list. In there, Reproducible Builds are mentioned as recommended advanced practice, which is both pretty cool (we ve come a long way!), but to me it also sounds like this will take another decade until it s become standard normal procedure. Do you agree on that timeline? David: I don t think there will be any particular timeframe. Different projects and ecosystems will move at different speeds. I wouldn t be surprised if it took a decade or so for them to become relatively common there are good reasons for that. Today the most common kinds of attacks based on software vulnerabilities still involve unintentional vulnerabilities in operational systems. Attackers are starting to apply supply chain attacks, but the top such attacks today are typosquatting (creating packages with similar names) and dependency confusion) (convincing projects to download packages from the wrong repositories). Reproducible builds don t counter those kinds of attacks, they counter subverted builds. It s important to eventually have verified reproducible builds, but understandably other issues are currently getting prioritized first. That said, reproducible builds are important long term. Many people are working on countering unintentional vulnerabilities and the most common kinds of supply chain attacks. As these other threats are countered, attackers will increasingly target build systems. Attackers always go for the weakest link. We will eventually need verified reproducible builds in many situations, and it ll take a while to get build systems able to widely perform reproducible builds, so we need to start that work now. That s true for anything where you know you ll need it but it will take a long time to get ready you need to start now.
Holger: What are your suggestions to accelerate adoption? David: Reproducible builds need to be: I think there s a snowball effect. Once many projects packages are reproducible, it will be easier to convince other projects to make their packages reproducible. I also think there should be some prioritization. If a package is in wide use (e.g., part of minimum set of packages for a widely-used Linux distribution or framework), its reproducibility should be a special focus. If a package is vital for supporting some societally important critical infrastructure (e.g., running dams), it should also be considered important. You can then work on the ones that are less important over time.
Holger: How is the Best Practices Badge going? How many projects are participating and how many are missing? David: It s going very well. You can see some automatically-generated statistics, showing we have over 5,000 projects, adding more than 1/day on average. We have more than 900 projects that have earned at least the passing badge level.
Holger: How many of the projects participating in the Best Practices badge engaging with reproducible builds? David: As of this writing there are 168 projects that report meeting the reproducible builds criterion. That s a relatively small percentage of projects. However, note that this criterion (labelled build_reproducible) is only required for the gold badge. It s not required for the passing or silver level badge. Currently we ve been strategically focused on getting projects to at least earn a passing badge, and less on earning silver or gold badges. We would love for all projects to get earn a silver or gold badge, of course, but our theory is that projects that can t even earn a passing badge present the most risk to their users. That said, there are some projects we especially want to see implementing higher badge levels. Those include projects that are very widely used, so that vulnerabilities in them can impact many systems. Examples of such projects include the Linux kernel and curl. In addition, some projects are used within systems where it s important to society that they not have serious security vulnerabilities. Examples include projects used by chemical manufacturers, financial systems and weapons. We definitely encourage any of those kinds of projects to earn higher badge levels.
Holger: Many thanks for this interview, David, and for all of your work at the Linux Foundation and elsewhere!




For more information about the Reproducible Builds project, please see our website at reproducible-builds.org. If you are interested in ensuring the ongoing security of the software that underpins our civilisation and wish to sponsor the Reproducible Builds project, please reach out to the project by emailing contact@reproducible-builds.org.

29 November 2022

Sam Hartman: Introducing Carthage

For the past four years, I ve been working on Carthage, a free-software Infrastructure as Code framework. We ve finally reached a point where it makes sense to talk about Carthage and what it can do. This is the first in a series of blog posts to introduce Carthage, discuss what it can do and show how it works. Why Another IAC Framework It seems everywhere you look, there are products designed to support the IAC pattern. On the simple side, you could check a Containerfile into Git. Products like Terraform and Vagrant allow you to template cloud infrastructure and VMs. There are more commercial offerings than I can keep up with. We were disappointed by what was out there when we started Carthage. Other products have improved, but for many of our applications we re happy with what Carthage can build. The biggest challenge we ran into is that products wanted us to specify things at the wrong level. For some of our cyber training work we wanted to say things like We want 3 blue teams, each with a couple defended networks, a red team, and some neutral infrastructure for red to exploit. Yet the tools we were trying to use wanted to lay things out at the individual machine/container level. We found ourselves contemplating writing a program to generate input for some other IAC tool. Things were worse for our internal testing. Sometimes we d be shipping hardware to a customer. But sometimes we d be virtualizing that build out in a lab. Sometimes we d be doing a mixture. So we wanted to completely separate the descriptions of machines, networks, and software from any of the information about whether that was realized on hardware, VMs, containers, or a mixture. Dimensional Breakdown In discussing Carthage with Enrico Zini, he pointed me at Cognitive Dimensions of notation as a way to think about how Carthage approaches the IAC problem. I m more interested in the idea of breaking down a design along the idea of dimensions that allow examining the design space than I am particular adherence to Green s original dimensions. Low Viscosity, High Abstraction Reuse One of the guiding principles is that we want to be able to reuse different components at different scales and in different environments. These include being able to do things like: Hidden Dependencies To accomplish these abstraction goals, dependencies need to be non-local. For example, a software role might need to integrate with a directory if a directory is present in the environment. When writing the role, no one is going to know which directory to use, nor whether a directory is present. Taking that as an explicit input into the role is error-prone when the role is combined into large abstract units (bigger roles or collections of machines). Instead it is better to have a non-local dependency, and to find the directory if it is available. We accomplish this using dependency injection. In addition to being non-local, dependencies are sometimes hidden. It is very easy to overwhelm our cognitive capacity with even a fairly simple IAC description. An effective notation allows us to focus on the parts that matter when working with a particular part of the description. I ve found hiding dependencies, especially indirect dependencies, to be essential in building complex descriptions. Obviously, tools are required for examining these dependencies as part of debugging. First Class Modeling Clearly one of the goals of IAC descriptions is to actually build and manage infrastructure. It turns out that there are all sorts of things you want to do with the description well before you instantiate the infrastructure. You might want to query the description to build network diagrams, understand interdependencies, or even build inventory/bill of materials. We often find ourselves building Ansible inventory, switch configurations, DNS zones, and all sorts of configuration artifacts. These artifacts may be installed into infrastructure that is instantiated by the description, but they may be consumed in other ways. Allowing the artifacts to be consumed externally means that you can avoid pre-commitment and focus on whatever part of the description you originally want to work on. You may use an existing network at first. Later the IAC description may replace that, or perhaps it never will. As a result, Carthage separates modeling from instantiation. The model can generally be built and queried without needing to interact with clouds, VMs, or containers. We ve actually found it useful to build Carthage layouts that cannot ever be fully instantiated, for example because they never specify details like whether a model should be instantiated on a container or VM, or what kind of technology will realize a modeled network. This allows developing roles before the machines that use them or focusing on how machines will interact and how the network will be laid out before the details of installing on specific hardware. The modeling separation is by far the difference I value most between Carthage and other systems. A Tool for Experts. In Neal Stephenson s essay In the Beginning Was the Command Line , Stephenson points out that the kind of tools experts need are not the same tools that beginners need. The illustration of why a beginner might not be satisfied with a Hole Hog drill caught my attention. Carthage is a tool for experts. Despite what cloud providers will tell you, IAC is not easy. Doubly so when you start making reusable components. Trying to hide that or focus on making things easy to get started can make it harder for experts to efficiently solve the problems they are facing. When we have faced trade offs between making Carthage easy to pick up and making it powerful for expert users, we have chosen to support the experts. That said, Carthage today is harder to pick up than it needs to be. It s a relatively new project with few external users as of this time. Our documentation and examples need improvement, just like every project at this level of maturity. Similarly, as the set of things people try to do expand, we will doubtless run into bugs that our current test cases don t cover. So Carthage absolutely will get easier to learn and use than it is today. Also, we ve already had success building beginner-focused applications on top of Carthage. For our cyber training, we built web applications on top of Carthage that made rebuilding and exploring infrastructure easy. We ve had success using relatively understood tools like Ansible as integration and customization points for Carthage layouts. But in all these cases, when the core layout had significant reusable components and significant complexity in the networking, only an IAC expert was going to be able to maintain and develop that layout. What Carthage can do. Carthage has a number of capabilities today. One of Carthage s strengths is its extensible design. Abstract interfaces make it easy to add new virtualization platforms, cloud services, and support for various ways of managing real hardware. This approach has been validated by incrementally adding support for virtualization architectures and cloud services. As development has progressed, adding new integrations continues to get faster because we are able to reuse existing infrastructure. Today, Carthage can model: Carthage has excellent facilities for dealing with images on which VMs and Containers can be based, although it does have a bit of a Debian/Ubuntu bias in how it thinks about images: When instantiating infrastructure, Carthage can work with: We have also looked at Oracle Cloud and I believe Openstack, although that code is not merged. Future posts will talk about core Carthage concepts and how to use Carthage to build infrastructure.

comment count unavailable comments

16 November 2022

Antoine Beaupr : Wayland: i3 to Sway migration

I started migrating my graphical workstations to Wayland, specifically migrating from i3 to Sway. This is mostly to address serious graphics bugs in the latest Framwork laptop, but also something I felt was inevitable. The current status is that I've been able to convert my i3 configuration to Sway, and adapt my systemd startup sequence to the new environment. Screen sharing only works with Pipewire, so I also did that migration, which basically requires an upgrade to Debian bookworm to get a nice enough Pipewire release. I'm testing Wayland on my laptop, but I'm not using it as a daily driver because I first need to upgrade to Debian bookworm on my main workstation. Most irritants have been solved one way or the other. My main problem with Wayland right now is that I spent a frigging week doing the conversion: it's exciting and new, but it basically sucked the life out of all my other projects and it's distracting, and I want it to stop. The rest of this page documents why I made the switch, how it happened, and what's left to do. Hopefully it will keep you from spending as much time as I did in fixing this. TL;DR: Wayland is mostly ready. Main blockers you might find are that you need to do manual configurations, DisplayLink (multiple monitors on a single cable) doesn't work in Sway, HDR and color management are still in development. I had to install the following packages:
apt install \
    brightnessctl \
    foot \
    gammastep \
    gdm3 \
    grim slurp \
    pipewire-pulse \
    sway \
    swayidle \
    swaylock \
    wdisplays \
    wev \
    wireplumber \
    wlr-randr \
    xdg-desktop-portal-wlr
And did some of tweaks in my $HOME, mostly dealing with my esoteric systemd startup sequence, which you won't have to deal with if you are not a fan.

Why switch? I originally held back from migrating to Wayland: it seemed like a complicated endeavor hardly worth the cost. It also didn't seem actually ready. But after reading this blurb on LWN, I decided to at least document the situation here. The actual quote that convinced me it might be worth it was:
It s amazing. I have never experienced gaming on Linux that looked this smooth in my life.
... I'm not a gamer, but I do care about latency. The longer version is worth a read as well. The point here is not to bash one side or the other, or even do a thorough comparison. I start with the premise that Xorg is likely going away in the future and that I will need to adapt some day. In fact, the last major Xorg release (21.1, October 2021) is rumored to be the last ("just like the previous release...", that said, minor releases are still coming out, e.g. 21.1.4). Indeed, it seems even core Xorg people have moved on to developing Wayland, or at least Xwayland, which was spun off it its own source tree. X, or at least Xorg, in in maintenance mode and has been for years. Granted, the X Window System is getting close to forty years old at this point: it got us amazingly far for something that was designed around the time the first graphical interface. Since Mac and (especially?) Windows released theirs, they have rebuilt their graphical backends numerous times, but UNIX derivatives have stuck on Xorg this entire time, which is a testament to the design and reliability of X. (Or our incapacity at developing meaningful architectural change across the entire ecosystem, take your pick I guess.) What pushed me over the edge is that I had some pretty bad driver crashes with Xorg while screen sharing under Firefox, in Debian bookworm (around November 2022). The symptom would be that the UI would completely crash, reverting to a text-only console, while Firefox would keep running, audio and everything still working. People could still see my screen, but I couldn't, of course, let alone interact with it. All processes still running, including Xorg. (And no, sorry, I haven't reported that bug, maybe I should have, and it's actually possible it comes up again in Wayland, of course. But at first, screen sharing didn't work of course, so it's coming a much further way. After making screen sharing work, though, the bug didn't occur again, so I consider this a Xorg-specific problem until further notice.) There were also frustrating glitches in the UI, in general. I actually had to setup a compositor alongside i3 to make things bearable at all. Video playback in a window was laggy, sluggish, and out of sync. Wayland fixed all of this.

Wayland equivalents This section documents each tool I have picked as an alternative to the current Xorg tool I am using for the task at hand. It also touches on other alternatives and how the tool was configured. Note that this list is based on the series of tools I use in desktop. TODO: update desktop with the following when done, possibly moving old configs to a ?xorg archive.

Window manager: i3 sway This seems like kind of a no-brainer. Sway is around, it's feature-complete, and it's in Debian. I'm a bit worried about the "Drew DeVault community", to be honest. There's a certain aggressiveness in the community I don't like so much; at least an open hostility towards more modern UNIX tools like containers and systemd that make it hard to do my work while interacting with that community. I'm also concern about the lack of unit tests and user manual for Sway. The i3 window manager has been designed by a fellow (ex-)Debian developer I have a lot of respect for (Michael Stapelberg), partly because of i3 itself, but also working with him on other projects. Beyond the characters, i3 has a user guide, a code of conduct, and lots more documentation. It has a test suite. Sway has... manual pages, with the homepage just telling users to use man -k sway to find what they need. I don't think we need that kind of elitism in our communities, to put this bluntly. But let's put that aside: Sway is still a no-brainer. It's the easiest thing to migrate to, because it's mostly compatible with i3. I had to immediately fix those resources to get a minimal session going:
i3 Sway note
set_from_resources set no support for X resources, naturally
new_window pixel 1 default_border pixel 1 actually supported in i3 as well
That's it. All of the other changes I had to do (and there were actually a lot) were all Wayland-specific changes, not Sway-specific changes. For example, use brightnessctl instead of xbacklight to change the backlight levels. See a copy of my full sway/config for details. Other options include:
  • dwl: tiling, minimalist, dwm for Wayland, not in Debian
  • Hyprland: tiling, fancy animations, not in Debian
  • Qtile: tiling, extensible, in Python, not in Debian (1015267)
  • river: Zig, stackable, tagging, not in Debian (1006593)
  • velox: inspired by xmonad and dwm, not in Debian
  • vivarium: inspired by xmonad, not in Debian

Status bar: py3status waybar I have invested quite a bit of effort in setting up my status bar with py3status. It supports Sway directly, and did not actually require any change when migrating to Wayland. Unfortunately, I had trouble making nm-applet work. Based on this nm-applet.service, I found that you need to pass --indicator for it to show up at all. In theory, tray icon support was merged in 1.5, but in practice there are still several limitations, like icons not clickable. Also, on startup, nm-applet --indicator triggers this error in the Sway logs:
nov 11 22:34:12 angela sway[298938]: 00:49:42.325 [INFO] [swaybar/tray/host.c:24] Registering Status Notifier Item ':1.47/org/ayatana/NotificationItem/nm_applet'
nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet IconPixmap: No such property  IconPixmap 
nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet AttentionIconPixmap: No such property  AttentionIconPixmap 
nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet ItemIsMenu: No such property  ItemIsMenu 
nov 11 22:36:10 angela sway[313419]: info: fcft.c:838: /usr/share/fonts/truetype/dejavu/DejaVuSans.ttf: size=24.00pt/32px, dpi=96.00
... but that seems innocuous. The tray icon displays but is not clickable. Note that there is currently (November 2022) a pull request to hook up a "Tray D-Bus Menu" which, according to Reddit might fix this, or at least be somewhat relevant. If you don't see the icon, check the bar.tray_output property in the Sway config, try: tray_output *. The non-working tray was the biggest irritant in my migration. I have used nmtui to connect to new Wifi hotspots or change connection settings, but that doesn't support actions like "turn off WiFi". I eventually fixed this by switching from py3status to waybar, which was another yak horde shaving session, but ultimately, it worked.

Web browser: Firefox Firefox has had support for Wayland for a while now, with the team enabling it by default in nightlies around January 2022. It's actually not easy to figure out the state of the port, the meta bug report is still open and it's huge: it currently (Sept 2022) depends on 76 open bugs, it was opened twelve (2010) years ago, and it's still getting daily updates (mostly linking to other tickets). Firefox 106 presumably shipped with "Better screen sharing for Windows and Linux Wayland users", but I couldn't quite figure out what those were. TL;DR: echo MOZ_ENABLE_WAYLAND=1 >> ~/.config/environment.d/firefox.conf && apt install xdg-desktop-portal-wlr

How to enable it Firefox depends on this silly variable to start correctly under Wayland (otherwise it starts inside Xwayland and looks fuzzy and fails to screen share):
MOZ_ENABLE_WAYLAND=1 firefox
To make the change permanent, many recipes recommend adding this to an environment startup script:
if [ "$XDG_SESSION_TYPE" == "wayland" ]; then
    export MOZ_ENABLE_WAYLAND=1
fi
At least that's the theory. In practice, Sway doesn't actually run any startup shell script, so that can't possibly work. Furthermore, XDG_SESSION_TYPE is not actually set when starting Sway from gdm3 which I find really confusing, and I'm not the only one. So the above trick doesn't actually work, even if the environment (XDG_SESSION_TYPE) is set correctly, because we don't have conditionals in environment.d(5). (Note that systemd.environment-generator(7) do support running arbitrary commands to generate environment, but for some some do not support user-specific configuration files... Even then it may be a solution to have a conditional MOZ_ENABLE_WAYLAND environment, but I'm not sure it would work because ordering between those two isn't clear: maybe the XDG_SESSION_TYPE wouldn't be set just yet...) At first, I made this ridiculous script to workaround those issues. Really, it seems to me Firefox should just parse the XDG_SESSION_TYPE variable here... but then I realized that Firefox works fine in Xorg when the MOZ_ENABLE_WAYLAND is set. So now I just set that variable in environment.d and It Just Works :
MOZ_ENABLE_WAYLAND=1

Screen sharing Out of the box, screen sharing doesn't work until you install xdg-desktop-portal-wlr or similar (e.g. xdg-desktop-portal-gnome on GNOME). I had to reboot for the change to take effect. Without those tools, it shows the usual permission prompt with "Use operating system settings" as the only choice, but when we accept... nothing happens. After installing the portals, it actualyl works, and works well! This was tested in Debian bookworm/testing with Firefox ESR 102 and Firefox 106. Major caveat: we can only share a full screen, we can't currently share just a window. The major upside to that is that, by default, it streams only one output which is actually what I want most of the time! See the screencast compatibility for more information on what is supposed to work. This is actually a huge improvement over the situation in Xorg, where Firefox can only share a window or all monitors, which led me to use Chromium a lot for video-conferencing. With this change, in other words, I will not need Chromium for anything anymore, whoohoo! If slurp, wofi, or bemenu are installed, one of them will be used to pick the monitor to share, which effectively acts as some minimal security measure. See xdg-desktop-portal-wlr(1) for how to configure that.

Side note: Chrome fails to share a full screen I was still using Google Chrome (or, more accurately, Debian's Chromium package) for some videoconferencing. It's mainly because Chromium was the only browser which will allow me to share only one of my two monitors, which is extremely useful. To start chrome with the Wayland backend, you need to use:
chromium  -enable-features=UseOzonePlatform -ozone-platform=wayland
If it shows an ugly gray border, check the Use system title bar and borders setting. It can do some screensharing. Sharing a window and a tab seems to work, but sharing a full screen doesn't: it's all black. Maybe not ready for prime time. And since Firefox can do what I need under Wayland now, I will not need to fight with Chromium to work under Wayland:
apt purge chromium
Note that a similar fix was necessary for Signal Desktop, see this commit. Basically you need to figure out a way to pass those same flags to signal:
--enable-features=WaylandWindowDecorations --ozone-platform-hint=auto

Email: notmuch See Emacs, below.

File manager: thunar Unchanged.

News: feed2exec, gnus See Email, above, or Emacs in Editor, below.

Editor: Emacs okay-ish Emacs is being actively ported to Wayland. According to this LWN article, the first (partial, to Cairo) port was done in 2014 and a working port (to GTK3) was completed in 2021, but wasn't merged until late 2021. That is: after Emacs 28 was released (April 2022). So we'll probably need to wait for Emacs 29 to have native Wayland support in Emacs, which, in turn, is unlikely to arrive in time for the Debian bookworm freeze. There are, however, unofficial builds for both Emacs 28 and 29 provided by spwhitton which may provide native Wayland support. I tested the snapshot packages and they do not quite work well enough. First off, they completely take over the builtin Emacs they hijack the $PATH in /etc! and certain things are simply not working in my setup. For example, this hook never gets ran on startup:
(add-hook 'after-init-hook 'server-start t) 
Still, like many X11 applications, Emacs mostly works fine under Xwayland. The clipboard works as expected, for example. Scaling is a bit of an issue: fonts look fuzzy. I have heard anecdotal evidence of hard lockups with Emacs running under Xwayland as well, but haven't experienced any problem so far. I did experience a Wayland crash with the snapshot version however. TODO: look again at Wayland in Emacs 29.

Backups: borg Mostly irrelevant, as I do not use a GUI.

Color theme: srcery, redshift gammastep I am keeping Srcery as a color theme, in general. Redshift is another story: it has no support for Wayland out of the box, but it's apparently possible to apply a hack on the TTY before starting Wayland, with:
redshift -m drm -PO 3000
This tip is from the arch wiki which also has other suggestions for Wayland-based alternatives. Both KDE and GNOME have their own "red shifters", and for wlroots-based compositors, they (currently, Sept. 2022) list the following alternatives: I configured gammastep with a simple gammastep.service file associated with the sway-session.target.

Display manager: lightdm gdm3 Switched because lightdm failed to start sway:
nov 16 16:41:43 angela sway[843121]: 00:00:00.002 [ERROR] [wlr] [libseat] [common/terminal.c:162] Could not open target tty: Permission denied
Possible alternatives:

Terminal: xterm foot One of the biggest question mark in this transition was what to do about Xterm. After writing two articles about terminal emulators as a professional journalist, decades of working on the terminal, and probably using dozens of different terminal emulators, I'm still not happy with any of them. This is such a big topic that I actually have an entire blog post specifically about this. For starters, using xterm under Xwayland works well enough, although the font scaling makes things look a bit too fuzzy. I have also tried foot: it ... just works! Fonts are much crisper than Xterm and Emacs. URLs are not clickable but the URL selector (control-shift-u) is just plain awesome (think "vimperator" for the terminal). There's cool hack to jump between prompts. Copy-paste works. True colors work. The word-wrapping is excellent: it doesn't lose one byte. Emojis are nicely sized and colored. Font resize works. There's even scroll back search (control-shift-r). Foot went from a question mark to being a reason to switch to Wayland, just for this little goodie, which says a lot about the quality of that software. The selection clicks are a not quite what I would expect though. In rxvt and others, you have the following patterns:
  • single click: reset selection, or drag to select
  • double: select word
  • triple: select quotes or line
  • quadruple: select line
I particularly find the "select quotes" bit useful. It seems like foot just supports double and triple clicks, with word and line selected. You can select a rectangle with control,. It correctly extends the selection word-wise with right click if double-click was first used. One major problem with Foot is that it's a new terminal, with its own termcap entry. Support for foot was added to ncurses in the 20210731 release, which was shipped after the current Debian stable release (Debian bullseye, which ships 6.2+20201114-2). A workaround for this problem is to install the foot-terminfo package on the remote host, which is available in Debian stable. This should eventually resolve itself, as Debian bookworm has a newer version. Note that some corrections were also shipped in the 20211113 release, but that is also shipped in Debian bookworm. That said, I am almost certain I will have to revert back to xterm under Xwayland at some point in the future. Back when I was using GNOME Terminal, it would mostly work for everything until I had to use the serial console on a (HP ProCurve) network switch, which have a fancy TUI that was basically unusable there. I fully expect such problems with foot, or any other terminal than xterm, for that matter. The foot wiki has good troubleshooting instructions as well. Update: I did find one tiny thing to improve with foot, and it's the default logging level which I found pretty verbose. After discussing it with the maintainer on IRC, I submitted this patch to tweak it, which I described like this on Mastodon:
today's reason why i will go to hell when i die (TRWIWGTHWID?): a 600-word, 63 lines commit log for a one line change: https://codeberg.org/dnkl/foot/pulls/1215
It's Friday.

Launcher: rofi rofi?? rofi does not support Wayland. There was a rather disgraceful battle in the pull request that led to the creation of a fork (lbonn/rofi), so it's unclear how that will turn out. Given how relatively trivial problem space is, there is of course a profusion of options:
Tool In Debian Notes
alfred yes general launcher/assistant tool
bemenu yes, bookworm+ inspired by dmenu
cerebro no Javascript ... uh... thing
dmenu-wl no fork of dmenu, straight port to Wayland
Fuzzel ITP 982140 dmenu/drun replacement, app icon overlay
gmenu no drun replacement, with app icons
kickoff no dmenu/run replacement, fuzzy search, "snappy", history, copy-paste, Rust
krunner yes KDE's runner
mauncher no dmenu/drun replacement, math
nwg-launchers no dmenu/drun replacement, JSON config, app icons, nwg-shell project
Onagre no rofi/alfred inspired, multiple plugins, Rust
menu no dmenu/drun rewrite
Rofi (lbonn's fork) no see above
sirula no .desktop based app launcher
Ulauncher ITP 949358 generic launcher like Onagre/rofi/alfred, might be overkill
tofi yes, bookworm+ dmenu/drun replacement, C
wmenu no fork of dmenu-wl, but mostly a rewrite
Wofi yes dmenu/drun replacement, not actively maintained
yofi no dmenu/drun replacement, Rust
The above list comes partly from https://arewewaylandyet.com/ and awesome-wayland. It is likely incomplete. I have read some good things about bemenu, fuzzel, and wofi. A particularly tricky option is that my rofi password management depends on xdotool for some operations. At first, I thought this was just going to be (thankfully?) impossible, because we actually like the idea that one app cannot send keystrokes to another. But it seems there are actually alternatives to this, like wtype or ydotool, the latter which requires root access. wl-ime-type does that through the input-method-unstable-v2 protocol (sample emoji picker, but is not packaged in Debian. As it turns out, wtype just works as expected, and fixing this was basically a two-line patch. Another alternative, not in Debian, is wofi-pass. The other problem is that I actually heavily modified rofi. I use "modis" which are not actually implemented in wofi or tofi, so I'm left with reinventing those wheels from scratch or using the rofi + wayland fork... It's really too bad that fork isn't being reintegrated... For now, I'm actually still using rofi under Xwayland. The main downside is that fonts are fuzzy, but it otherwise just works. Note that wlogout could be a partial replacement (just for the "power menu").

Image viewers: geeqie ? I'm not very happy with geeqie in the first place, and I suspect the Wayland switch will just make add impossible things on top of the things I already find irritating (Geeqie doesn't support copy-pasting images). In practice, Geeqie doesn't seem to work so well under Wayland. The fonts are fuzzy and the thumbnail preview just doesn't work anymore (filed as Debian bug 1024092). It seems it also has problems with scaling. Alternatives: See also this list and that list for other list of image viewers, not necessarily ported to Wayland. TODO: pick an alternative to geeqie, nomacs would be gorgeous if it wouldn't be basically abandoned upstream (no release since 2020), has an unpatched CVE-2020-23884 since July 2020, does bad vendoring, and is in bad shape in Debian (4 minor releases behind). So for now I'm still grumpily using Geeqie.

Media player: mpv, gmpc / sublime This is basically unchanged. mpv seems to work fine under Wayland, better than Xorg on my new laptop (as mentioned in the introduction), and that before the version which improves Wayland support significantly, by bringing native Pipewire support and DMA-BUF support. gmpc is more of a problem, mainly because it is abandoned. See 2022-08-22-gmpc-alternatives for the full discussion, one of the alternatives there will likely support Wayland. Finally, I might just switch to sublime-music instead... In any case, not many changes here, thankfully.

Screensaver: xsecurelock swaylock I was previously using xss-lock and xsecurelock as a screensaver, with xscreensaver "hacks" as a backend for xsecurelock. The basic screensaver in Sway seems to be built with swayidle and swaylock. It's interesting because it's the same "split" design as xss-lock and xsecurelock. That, unfortunately, does not include the fancy "hacks" provided by xscreensaver, and that is unlikely to be implemented upstream. Other alternatives include gtklock and waylock (zig), which do not solve that problem either. It looks like swaylock-plugin, a swaylock fork, which at least attempts to solve this problem, although not directly using the real xscreensaver hacks. swaylock-effects is another attempt at this, but it only adds more effects, it doesn't delegate the image display. Other than that, maybe it's time to just let go of those funky animations and just let swaylock do it's thing, which is display a static image or just a black screen, which is fine by me. In the end, I am just using swayidle with a configuration based on the systemd integration wiki page but with additional tweaks from this service, see the resulting swayidle.service file. Interestingly, damjan also has a service for swaylock itself, although it's not clear to me what its purpose is...

Screenshot: maim grim, pubpaste I'm a heavy user of maim (and a package uploader in Debian). It looks like the direct replacement to maim (and slop) is grim (and slurp). There's also swappy which goes on top of grim and allows preview/edit of the resulting image, nice touch (not in Debian though). See also awesome-wayland screenshots for other alternatives: there are many, including X11 tools like Flameshot that also support Wayland. One key problem here was that I have my own screenshot / pastebin software which will needed an update for Wayland as well. That, thankfully, meant actually cleaning up a lot of horrible code that involved calling xterm and xmessage for user interaction. Now, pubpaste uses GTK for prompts and looks much better. (And before anyone freaks out, I already had to use GTK for proper clipboard support, so this isn't much of a stretch...)

Screen recorder: simplescreenrecorder wf-recorder In Xorg, I have used both peek or simplescreenrecorder for screen recordings. The former will work in Wayland, but has no sound support. The latter has a fork with Wayland support but it is limited and buggy ("doesn't support recording area selection and has issues with multiple screens"). It looks like wf-recorder will just do everything correctly out of the box, including audio support (with --audio, duh). It's also packaged in Debian. One has to wonder how this works while keeping the "between app security" that Wayland promises, however... Would installing such a program make my system less secure? Many other options are available, see the awesome Wayland screencasting list.

RSI: workrave nothing? Workrave has no support for Wayland. activity watch is a time tracker alternative, but is not a RSI watcher. KDE has rsiwatcher, but that's a bit too much on the heavy side for my taste. SafeEyes looks like an alternative at first, but it has many issues under Wayland (escape doesn't work, idle doesn't work, it just doesn't work really). timekpr-next could be an alternative as well, and has support for Wayland. I am also considering just abandoning workrave, even if I stick with Xorg, because it apparently introduces significant latency in the input pipeline. And besides, I've developed a pretty unhealthy alert fatigue with Workrave. I have used the program for so long that my fingers know exactly where to click to dismiss those warnings very effectively. It makes my work just more irritating, and doesn't fix the fundamental problem I have with computers.

Other apps This is a constantly changing list, of course. There's a bit of a "death by a thousand cuts" in migrating to Wayland because you realize how many things you were using are tightly bound to X.
  • .Xresources - just say goodbye to that old resource system, it was used, in my case, only for rofi, xterm, and ... Xboard!?
  • keyboard layout switcher: built-in to Sway since 2017 (PR 1505, 1.5rc2+), requires a small configuration change, see this answer as well, looks something like this command:
     swaymsg input 0:0:X11_keyboard xkb_layout de
    
    or using this config:
     input *  
         xkb_layout "ca,us"
         xkb_options "grp:sclk_toggle"
      
    
    That works refreshingly well, even better than in Xorg, I must say. swaykbdd is an alternative that supports per-window layouts (in Debian).
  • wallpaper: currently using feh, will need a replacement, TODO: figure out something that does, like feh, a random shuffle. swaybg just loads a single image, duh. oguri might be a solution, but unmaintained, used here, not in Debian. wallutils is another option, also not in Debian. For now I just don't have a wallpaper, the background is a solid gray, which is better than Xorg's default (which is whatever crap was left around a buffer by the previous collection of programs, basically)
  • notifications: currently using dunst in some places, which works well in both Xorg and Wayland, not a blocker, salut a possible alternative (not in Debian), damjan uses mako. TODO: install dunst everywhere
  • notification area: I had trouble making nm-applet work. based on this nm-applet.service, I found that you need to pass --indicator. In theory, tray icon support was merged in 1.5, but in practice there are still several limitations, like icons not clickable. On startup, nm-applet --indicator triggers this error in the Sway logs:
     nov 11 22:34:12 angela sway[298938]: 00:49:42.325 [INFO] [swaybar/tray/host.c:24] Registering Status Notifier Item ':1.47/org/ayatana/NotificationItem/nm_applet'
     nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet IconPixmap: No such property  IconPixmap 
     nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet AttentionIconPixmap: No such property  AttentionIconPixmap 
     nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet ItemIsMenu: No such property  ItemIsMenu 
     nov 11 22:36:10 angela sway[313419]: info: fcft.c:838: /usr/share/fonts/truetype/dejavu/DejaVuSans.ttf: size=24.00pt/32px, dpi=96.00
    
    ... but it seems innocuous. The tray icon displays but, as stated above, is not clickable. If you don't see the icon, check the bar.tray_output property in the Sway config, try: tray_output *. Note that there is currently (November 2022) a pull request to hook up a "Tray D-Bus Menu" which, according to Reddit might fix this, or at least be somewhat relevant. This was the biggest irritant in my migration. I have used nmtui to connect to new Wifi hotspots or change connection settings, but that doesn't support actions like "turn off WiFi". I eventually fixed this by switching from py3status to waybar.
  • window switcher: in i3 I was using this bespoke i3-focus script, which doesn't work under Sway, swayr an option, not in Debian. So I put together this other bespoke hack from multiple sources, which works.
  • PDF viewer: currently using atril (which supports Wayland), could also just switch to zatura/mupdf permanently, see also calibre for a discussion on document viewers
See also this list of useful addons and this other list for other app alternatives.

More X11 / Wayland equivalents For all the tools above, it's not exactly clear what options exist in Wayland, or when they do, which one should be used. But for some basic tools, it seems the options are actually quite clear. If that's the case, they should be listed here:
X11 Wayland In Debian
arandr wdisplays yes
autorandr kanshi yes
xdotool wtype yes
xev wev yes
xlsclients swaymsg -t get_tree yes
xrandr wlr-randr yes
lswt is a more direct replacement for xlsclients but is not packaged in Debian. See also: Note that arandr and autorandr are not directly part of X. arewewaylandyet.com refers to a few alternatives. We suggest wdisplays and kanshi above (see also this service file) but wallutils can also do the autorandr stuff, apparently, and nwg-displays can do the arandr part. Neither are packaged in Debian yet. So I have tried wdisplays and it Just Works, and well. The UI even looks better and more usable than arandr, so another clean win from Wayland here. TODO: test kanshi as a autorandr replacement

Other issues

systemd integration I've had trouble getting session startup to work. This is partly because I had a kind of funky system to start my session in the first place. I used to have my whole session started from .xsession like this:
#!/bin/sh
. ~/.shenv
systemctl --user import-environment
exec systemctl --user start --wait xsession.target
But obviously, the xsession.target is not started by the Sway session. It seems to just start a default.target, which is really not what we want because we want to associate the services directly with the graphical-session.target, so that they don't start when logging in over (say) SSH. damjan on #debian-systemd showed me his sway-setup which features systemd integration. It involves starting a different session in a completely new .desktop file. That work was submitted upstream but refused on the grounds that "I'd rather not give a preference to any particular init system." Another PR was abandoned because "restarting sway does not makes sense: that kills everything". The work was therefore moved to the wiki. So. Not a great situation. The upstream wiki systemd integration suggests starting the systemd target from within Sway, which has all sorts of problems:
  • you don't get Sway logs anywhere
  • control groups are all messed up
I have done a lot of work trying to figure this out, but I remember that starting systemd from Sway didn't actually work for me: my previously configured systemd units didn't correctly start, and especially not with the right $PATH and environment. So I went down that rabbit hole and managed to correctly configure Sway to be started from the systemd --user session. I have partly followed the wiki but also picked ideas from damjan's sway-setup and xdbob's sway-services. Another option is uwsm (not in Debian). This is the config I have in .config/systemd/user/: I have also configured those services, but that's somewhat optional: You will also need at least part of my sway/config, which sends the systemd notification (because, no, Sway doesn't support any sort of readiness notification, that would be too easy). And you might like to see my swayidle-config while you're there. Finally, you need to hook this up somehow to the login manager. This is typically done with a desktop file, so drop sway-session.desktop in /usr/share/wayland-sessions and sway-user-service somewhere in your $PATH (typically /usr/bin/sway-user-service). The session then looks something like this:
$ systemd-cgls   head -101
Control group /:
-.slice
 user.slice (#472)
    user.invocation_id: bc405c6341de4e93a545bde6d7abbeec
    trusted.invocation_id: bc405c6341de4e93a545bde6d7abbeec
   user-1000.slice (#10072)
      user.invocation_id: 08f40f5c4bcd4fd6adfd27bec24e4827
      trusted.invocation_id: 08f40f5c4bcd4fd6adfd27bec24e4827
     user@1000.service   (#10156)
        user.delegate: 1
        trusted.delegate: 1
        user.invocation_id: 76bed72a1ffb41dca9bfda7bb174ef6b
        trusted.invocation_id: 76bed72a1ffb41dca9bfda7bb174ef6b
       session.slice (#10282)
         xdg-document-portal.service (#12248)
           9533 /usr/libexec/xdg-document-portal
           9542 fusermount3 -o rw,nosuid,nodev,fsname=portal,auto_unmount,subt 
         xdg-desktop-portal.service (#12211)
           9529 /usr/libexec/xdg-desktop-portal
         pipewire-pulse.service (#10778)
           6002 /usr/bin/pipewire-pulse
         wireplumber.service (#10519)
           5944 /usr/bin/wireplumber
         gvfs-daemon.service (#10667)
           5960 /usr/libexec/gvfsd
         gvfs-udisks2-volume-monitor.service (#10852)
           6021 /usr/libexec/gvfs-udisks2-volume-monitor
         at-spi-dbus-bus.service (#11481)
           6210 /usr/libexec/at-spi-bus-launcher
           6216 /usr/bin/dbus-daemon --config-file=/usr/share/defaults/at-spi2 
           6450 /usr/libexec/at-spi2-registryd --use-gnome-session
         pipewire.service (#10403)
           5940 /usr/bin/pipewire
         dbus.service (#10593)
           5946 /usr/bin/dbus-daemon --session --address=systemd: --nofork --n 
       background.slice (#10324)
         tracker-miner-fs-3.service (#10741)
           6001 /usr/libexec/tracker-miner-fs-3
       app.slice (#10240)
         xdg-permission-store.service (#12285)
           9536 /usr/libexec/xdg-permission-store
         gammastep.service (#11370)
           6197 gammastep
         dunst.service (#11958)
           7460 /usr/bin/dunst
         wterminal.service (#13980)
           69100 foot --title pop-up
           69101 /bin/bash
           77660 sudo systemd-cgls
           77661 head -101
           77662 wl-copy
           77663 sudo systemd-cgls
           77664 systemd-cgls
         syncthing.service (#11995)
           7529 /usr/bin/syncthing -no-browser -no-restart -logflags=0 --verbo 
           7537 /usr/bin/syncthing -no-browser -no-restart -logflags=0 --verbo 
         dconf.service (#10704)
           5967 /usr/libexec/dconf-service
         gnome-keyring-daemon.service (#10630)
           5951 /usr/bin/gnome-keyring-daemon --foreground --components=pkcs11 
         gcr-ssh-agent.service (#10963)
           6035 /usr/libexec/gcr-ssh-agent /run/user/1000/gcr
         swayidle.service (#11444)
           6199 /usr/bin/swayidle -w
         nm-applet.service (#11407)
           6198 /usr/bin/nm-applet --indicator
         wcolortaillog.service (#11518)
           6226 foot colortaillog
           6228 /bin/sh /home/anarcat/bin/colortaillog
           6230 sudo journalctl -f
           6233 ccze -m ansi
           6235 sudo journalctl -f
           6236 journalctl -f
         afuse.service (#10889)
           6051 /usr/bin/afuse -o mount_template=sshfs -o transform_symlinks - 
         gpg-agent.service (#13547)
           51662 /usr/bin/gpg-agent --supervised
           51719 scdaemon --multi-server
         emacs.service (#10926)
            6034 /usr/bin/emacs --fg-daemon
           33203 /usr/bin/aspell -a -m -d en --encoding=utf-8
         xdg-desktop-portal-gtk.service (#12322)
           9546 /usr/libexec/xdg-desktop-portal-gtk
         xdg-desktop-portal-wlr.service (#12359)
           9555 /usr/libexec/xdg-desktop-portal-wlr
         sway.service (#11037)
           6037 /usr/bin/sway
           6181 swaybar -b bar-0
           6209 py3status
           6309 /usr/bin/i3status -c /tmp/py3status_oy4ntfnq
           6969 Xwayland :0 -rootless -terminate -core -listen 29 -listen 30 - 
       init.scope (#10198)
         5909 /lib/systemd/systemd --user
         5911 (sd-pam)
     session-7.scope (#10440)
       5895 gdm-session-worker [pam/gdm-password]
       6028 /usr/libexec/gdm-wayland-session --register-session sway-user-serv 
[...]
I think that's pretty neat.

Environment propagation At first, my terminals and rofi didn't have the right $PATH, which broke a lot of my workflow. It's hard to tell exactly how Wayland gets started or where to inject environment. This discussion suggests a few alternatives and this Debian bug report discusses this issue as well. I eventually picked environment.d(5) since I already manage my user session with systemd, and it fixes a bunch of other problems. I used to have a .shenv that I had to manually source everywhere. The only problem with that approach is that it doesn't support conditionals, but that's something that's rarely needed.

Pipewire This is a whole topic onto itself, but migrating to Wayland also involves using Pipewire if you want screen sharing to work. You can actually keep using Pulseaudio for audio, that said, but that migration is actually something I've wanted to do anyways: Pipewire's design seems much better than Pulseaudio, as it folds in JACK features which allows for pretty neat tricks. (Which I should probably show in a separate post, because this one is getting rather long.) I first tried this migration in Debian bullseye, and it didn't work very well. Ardour would fail to export tracks and I would get into weird situations where streams would just drop mid-way. A particularly funny incident is when I was in a meeting and I couldn't hear my colleagues speak anymore (but they could) and I went on blabbering on my own for a solid 5 minutes until I realized what was going on. By then, people had tried numerous ways of letting me know that something was off, including (apparently) coughing, saying "hello?", chat messages, IRC, and so on, until they just gave up and left. I suspect that was also a Pipewire bug, but it could also have been that I muted the tab by error, as I recently learned that clicking on the little tiny speaker icon on a tab mutes that tab. Since the tab itself can get pretty small when you have lots of them, it's actually quite frequently that I mistakenly mute tabs. Anyways. Point is: I already knew how to make the migration, and I had already documented how to make the change in Puppet. It's basically:
apt install pipewire pipewire-audio-client-libraries pipewire-pulse wireplumber 
Then, as a regular user:
systemctl --user daemon-reload
systemctl --user --now disable pulseaudio.service pulseaudio.socket
systemctl --user --now enable pipewire pipewire-pulse
systemctl --user mask pulseaudio
An optional (but key, IMHO) configuration you should also make is to "switch on connect", which will make your Bluetooth or USB headset automatically be the default route for audio, when connected. In ~/.config/pipewire/pipewire-pulse.conf.d/autoconnect.conf:
context.exec = [
      path = "pactl"        args = "load-module module-always-sink"  
      path = "pactl"        args = "load-module module-switch-on-connect"  
    #  path = "/usr/bin/sh"  args = "~/.config/pipewire/default.pw"  
]
See the excellent as usual Arch wiki page about Pipewire for that trick and more information about Pipewire. Note that you must not put the file in ~/.config/pipewire/pipewire.conf (or pipewire-pulse.conf, maybe) directly, as that will break your setup. If you want to add to that file, first copy the template from /usr/share/pipewire/pipewire-pulse.conf first. So far I'm happy with Pipewire in bookworm, but I've heard mixed reports from it. I have high hopes it will become the standard media server for Linux in the coming months or years, which is great because I've been (rather boldly, I admit) on the record saying I don't like PulseAudio. Rereading this now, I feel it might have been a little unfair, as "over-engineered and tries to do too many things at once" applies probably even more to Pipewire than PulseAudio (since it also handles video dispatching). That said, I think Pipewire took the right approach by implementing existing interfaces like Pulseaudio and JACK. That way we're not adding a third (or fourth?) way of doing audio in Linux; we're just making the server better.

Keypress drops Sometimes I lose keyboard presses. This correlates with the following warning from Sway:
d c 06 10:36:31 curie sway[343384]: 23:32:14.034 [ERROR] [wlr] [libinput] event5  - SONiX USB Keyboard: client bug: event processing lagging behind by 37ms, your system is too slow 
... and corresponds to an open bug report in Sway. It seems the "system is too slow" should really be "your compositor is too slow" which seems to be the case here on this older system (curie). It doesn't happen often, but it does happen, particularly when a bunch of busy processes start in parallel (in my case: a linter running inside a container and notmuch new). The proposed fix for this in Sway is to gain real time privileges and add the CAP_SYS_NICE capability to the binary. We'll see how that goes in Debian once 1.8 gets released and shipped.

Improvements over i3

Tiling improvements There's a lot of improvements Sway could bring over using plain i3. There are pretty neat auto-tilers that could replicate the configurations I used to have in Xmonad or Awesome, see:

Display latency tweaks TODO: You can tweak the display latency in wlroots compositors with the max_render_time parameter, possibly getting lower latency than X11 in the end.

Sound/brightness changes notifications TODO: Avizo can display a pop-up to give feedback on volume and brightness changes. Not in Debian. Other alternatives include SwayOSD and sway-nc, also not in Debian.

Debugging tricks The xeyes (in the x11-apps package) will run in Wayland, and can actually be used to easily see if a given window is also in Wayland. If the "eyes" follow the cursor, the app is actually running in xwayland, so not natively in Wayland. Another way to see what is using Wayland in Sway is with the command:
swaymsg -t get_tree

Other documentation

Conclusion In general, this took me a long time, but it mostly works. The tray icon situation is pretty frustrating, but there's a workaround and I have high hopes it will eventually fix itself. I'm also actually worried about the DisplayLink support because I eventually want to be using this, but hopefully that's another thing that will hopefully fix itself before I need it.

A word on the security model I'm kind of worried about all the hacks that have been added to Wayland just to make things work. Pretty much everywhere we need to, we punched a hole in the security model: Wikipedia describes the security properties of Wayland as it "isolates the input and output of every window, achieving confidentiality, integrity and availability for both." I'm not sure those are actually realized in the actual implementation, because of all those holes punched in the design, at least in Sway. For example, apparently the GNOME compositor doesn't have the virtual-keyboard protocol, but they do have (another?!) text input protocol. Wayland does offer a better basis to implement such a system, however. It feels like the Linux applications security model lacks critical decision points in the UI, like the user approving "yes, this application can share my screen now". Applications themselves might have some of those prompts, but it's not mandatory, and that is worrisome.

Antoine Beaupr : A ZFS migration

In my tubman setup, I started using ZFS on an old server I had lying around. The machine is really old though (2011!) and it "feels" pretty slow. I want to see how much of that is ZFS and how much is the machine. Synthetic benchmarks show that ZFS may be slower than mdadm in RAID-10 or RAID-6 configuration, so I want to confirm that on a live workload: my workstation. Plus, I want easy, regular, high performance backups (with send/receive snapshots) and there's no way I'm going to use BTRFS because I find it too confusing and unreliable. So off we go.

Installation Since this is a conversion (and not a new install), our procedure is slightly different than the official documentation but otherwise it's pretty much in the same spirit: we're going to use ZFS for everything, including the root filesystem. So, install the required packages, on the current system:
apt install --yes gdisk zfs-dkms zfs zfs-initramfs zfsutils-linux
We also tell DKMS that we need to rebuild the initrd when upgrading:
echo REMAKE_INITRD=yes > /etc/dkms/zfs.conf

Partitioning This is going to partition /dev/sdc with:
  • 1MB MBR / BIOS legacy boot
  • 512MB EFI boot
  • 1GB bpool, unencrypted pool for /boot
  • rest of the disk for zpool, the rest of the data
     sgdisk --zap-all /dev/sdc
     sgdisk -a1 -n1:24K:+1000K -t1:EF02 /dev/sdc
     sgdisk     -n2:1M:+512M   -t2:EF00 /dev/sdc
     sgdisk     -n3:0:+1G      -t3:BF01 /dev/sdc
     sgdisk     -n4:0:0        -t4:BF00 /dev/sdc
    
That will look something like this:
    root@curie:/home/anarcat# sgdisk -p /dev/sdc
    Disk /dev/sdc: 1953525168 sectors, 931.5 GiB
    Model: ESD-S1C         
    Sector size (logical/physical): 512/512 bytes
    Disk identifier (GUID): [REDACTED]
    Partition table holds up to 128 entries
    Main partition table begins at sector 2 and ends at sector 33
    First usable sector is 34, last usable sector is 1953525134
    Partitions will be aligned on 16-sector boundaries
    Total free space is 14 sectors (7.0 KiB)
    Number  Start (sector)    End (sector)  Size       Code  Name
       1              48            2047   1000.0 KiB  EF02  
       2            2048         1050623   512.0 MiB   EF00  
       3         1050624         3147775   1024.0 MiB  BF01  
       4         3147776      1953525134   930.0 GiB   BF00
Unfortunately, we can't be sure of the sector size here, because the USB controller is probably lying to us about it. Normally, this smartctl command should tell us the sector size as well:
root@curie:~# smartctl -i /dev/sdb -qnoserial
smartctl 7.2 2020-12-30 r5155 [x86_64-linux-5.10.0-14-amd64] (local build)
Copyright (C) 2002-20, Bruce Allen, Christian Franke, www.smartmontools.org
=== START OF INFORMATION SECTION ===
Model Family:     Western Digital Black Mobile
Device Model:     WDC WD10JPLX-00MBPT0
Firmware Version: 01.01H01
User Capacity:    1 000 204 886 016 bytes [1,00 TB]
Sector Sizes:     512 bytes logical, 4096 bytes physical
Rotation Rate:    7200 rpm
Form Factor:      2.5 inches
Device is:        In smartctl database [for details use: -P show]
ATA Version is:   ATA8-ACS T13/1699-D revision 6
SATA Version is:  SATA 3.0, 6.0 Gb/s (current: 6.0 Gb/s)
Local Time is:    Tue May 17 13:33:04 2022 EDT
SMART support is: Available - device has SMART capability.
SMART support is: Enabled
Above is the example of the builtin HDD drive. But the SSD device enclosed in that USB controller doesn't support SMART commands, so we can't trust that it really has 512 bytes sectors. This matters because we need to tweak the ashift value correctly. We're going to go ahead the SSD drive has the common 4KB settings, which means ashift=12. Note here that we are not creating a separate partition for swap. Swap on ZFS volumes (AKA "swap on ZVOL") can trigger lockups and that issue is still not fixed upstream. Ubuntu recommends using a separate partition for swap instead. But since this is "just" a workstation, we're betting that we will not suffer from this problem, after hearing a report from another Debian developer running this setup on their workstation successfully. We do not recommend this setup though. In fact, if I were to redo this partition scheme, I would probably use LUKS encryption and setup a dedicated swap partition, as I had problems with ZFS encryption as well.

Creating pools ZFS pools are somewhat like "volume groups" if you are familiar with LVM, except they obviously also do things like RAID-10. (Even though LVM can technically also do RAID, people typically use mdadm instead.) In any case, the guide suggests creating two different pools here: one, in cleartext, for boot, and a separate, encrypted one, for the rest. Technically, the boot partition is required because the Grub bootloader only supports readonly ZFS pools, from what I understand. But I'm a little out of my depth here and just following the guide.

Boot pool creation This creates the boot pool in readonly mode with features that grub supports:
    zpool create \
        -o cachefile=/etc/zfs/zpool.cache \
        -o ashift=12 -d \
        -o feature@async_destroy=enabled \
        -o feature@bookmarks=enabled \
        -o feature@embedded_data=enabled \
        -o feature@empty_bpobj=enabled \
        -o feature@enabled_txg=enabled \
        -o feature@extensible_dataset=enabled \
        -o feature@filesystem_limits=enabled \
        -o feature@hole_birth=enabled \
        -o feature@large_blocks=enabled \
        -o feature@lz4_compress=enabled \
        -o feature@spacemap_histogram=enabled \
        -o feature@zpool_checkpoint=enabled \
        -O acltype=posixacl -O canmount=off \
        -O compression=lz4 \
        -O devices=off -O normalization=formD -O relatime=on -O xattr=sa \
        -O mountpoint=/boot -R /mnt \
        bpool /dev/sdc3
I haven't investigated all those settings and just trust the upstream guide on the above.

Main pool creation This is a more typical pool creation.
    zpool create \
        -o ashift=12 \
        -O encryption=on -O keylocation=prompt -O keyformat=passphrase \
        -O acltype=posixacl -O xattr=sa -O dnodesize=auto \
        -O compression=zstd \
        -O relatime=on \
        -O canmount=off \
        -O mountpoint=/ -R /mnt \
        rpool /dev/sdc4
Breaking this down:
  • -o ashift=12: mentioned above, 4k sector size
  • -O encryption=on -O keylocation=prompt -O keyformat=passphrase: encryption, prompt for a password, default algorithm is aes-256-gcm, explicit in the guide, made implicit here
  • -O acltype=posixacl -O xattr=sa: enable ACLs, with better performance (not enabled by default)
  • -O dnodesize=auto: related to extended attributes, less compatibility with other implementations
  • -O compression=zstd: enable zstd compression, can be disabled/enabled by dataset to with zfs set compression=off rpool/example
  • -O relatime=on: classic atime optimisation, another that could be used on a busy server is atime=off
  • -O canmount=off: do not make the pool mount automatically with mount -a?
  • -O mountpoint=/ -R /mnt: mount pool on / in the future, but /mnt for now
Those settings are all available in zfsprops(8). Other flags are defined in zpool-create(8). The reasoning behind them is also explained in the upstream guide and some also in [the Debian wiki][]. Those flags were actually not used:
  • -O normalization=formD: normalize file names on comparisons (not storage), implies utf8only=on, which is a bad idea (and effectively meant my first sync failed to copy some files, including this folder from a supysonic checkout). and this cannot be changed after the filesystem is created. bad, bad, bad.
[the Debian wiki]: https://wiki.debian.org/ZFS#Advanced_Topics

Side note about single-disk pools Also note that we're living dangerously here: single-disk ZFS pools are rumoured to be more dangerous than not running ZFS at all. The choice quote from this article is:
[...] any error can be detected, but cannot be corrected. This sounds like an acceptable compromise, but its actually not. The reason its not is that ZFS' metadata cannot be allowed to be corrupted. If it is it is likely the zpool will be impossible to mount (and will probably crash the system once the corruption is found). So a couple of bad sectors in the right place will mean that all data on the zpool will be lost. Not some, all. Also there's no ZFS recovery tools, so you cannot recover any data on the drives.
Compared with (say) ext4, where a single disk error can recovered, this is pretty bad. But we are ready to live with this with the idea that we'll have hourly offline snapshots that we can easily recover from. It's trade-off. Also, we're running this on a NVMe/M.2 drive which typically just blinks out of existence completely, and doesn't "bit rot" the way a HDD would. Also, the FreeBSD handbook quick start doesn't have any warnings about their first example, which is with a single disk. So I am reassured at least.

Creating mount points Next we create the actual filesystems, known as "datasets" which are the things that get mounted on mountpoint and hold the actual files.
  • this creates two containers, for ROOT and BOOT
     zfs create -o canmount=off -o mountpoint=none rpool/ROOT &&
     zfs create -o canmount=off -o mountpoint=none bpool/BOOT
    
    Note that it's unclear to me why those datasets are necessary, but they seem common practice, also used in this FreeBSD example. The OpenZFS guide mentions the Solaris upgrades and Ubuntu's zsys that use that container for upgrades and rollbacks. This blog post seems to explain a bit the layout behind the installer.
  • this creates the actual boot and root filesystems:
     zfs create -o canmount=noauto -o mountpoint=/ rpool/ROOT/debian &&
     zfs mount rpool/ROOT/debian &&
     zfs create -o mountpoint=/boot bpool/BOOT/debian
    
    I guess the debian name here is because we could technically have multiple operating systems with the same underlying datasets.
  • then the main datasets:
     zfs create                                 rpool/home &&
     zfs create -o mountpoint=/root             rpool/home/root &&
     chmod 700 /mnt/root &&
     zfs create                                 rpool/var
    
  • exclude temporary files from snapshots:
     zfs create -o com.sun:auto-snapshot=false  rpool/var/cache &&
     zfs create -o com.sun:auto-snapshot=false  rpool/var/tmp &&
     chmod 1777 /mnt/var/tmp
    
  • and skip automatic snapshots in Docker:
     zfs create -o canmount=off                 rpool/var/lib &&
     zfs create -o com.sun:auto-snapshot=false  rpool/var/lib/docker
    
    Notice here a peculiarity: we must create rpool/var/lib to create rpool/var/lib/docker otherwise we get this error:
     cannot create 'rpool/var/lib/docker': parent does not exist
    
    ... and no, just creating /mnt/var/lib doesn't fix that problem. In fact, it makes things even more confusing because an existing directory shadows a mountpoint, which is the opposite of how things normally work. Also note that you will probably need to change storage driver in Docker, see the zfs-driver documentation for details but, basically, I did:
    echo '  "storage-driver": "zfs"  ' > /etc/docker/daemon.json
    
    Note that podman has the same problem (and similar solution):
    printf '[storage]\ndriver = "zfs"\n' > /etc/containers/storage.conf
    
  • make a tmpfs for /run:
     mkdir /mnt/run &&
     mount -t tmpfs tmpfs /mnt/run &&
     mkdir /mnt/run/lock
    
We don't create a /srv, as that's the HDD stuff. Also mount the EFI partition:
mkfs.fat -F 32 /dev/sdc2 &&
mount /dev/sdc2 /mnt/boot/efi/
At this point, everything should be mounted in /mnt. It should look like this:
root@curie:~# LANG=C df -h -t zfs -t vfat
Filesystem            Size  Used Avail Use% Mounted on
rpool/ROOT/debian     899G  384K  899G   1% /mnt
bpool/BOOT/debian     832M  123M  709M  15% /mnt/boot
rpool/home            899G  256K  899G   1% /mnt/home
rpool/home/root       899G  256K  899G   1% /mnt/root
rpool/var             899G  384K  899G   1% /mnt/var
rpool/var/cache       899G  256K  899G   1% /mnt/var/cache
rpool/var/tmp         899G  256K  899G   1% /mnt/var/tmp
rpool/var/lib/docker  899G  256K  899G   1% /mnt/var/lib/docker
/dev/sdc2             511M  4.0K  511M   1% /mnt/boot/efi
Now that we have everything setup and mounted, let's copy all files over.

Copying files This is a list of all the mounted filesystems
for fs in /boot/ /boot/efi/ / /home/; do
    echo "syncing $fs to /mnt$fs..." && 
    rsync -aSHAXx --info=progress2 --delete $fs /mnt$fs
done
You can check that the list is correct with:
mount -l -t ext4,btrfs,vfat   awk ' print $3 '
Note that we skip /srv as it's on a different disk. On the first run, we had:
root@curie:~# for fs in /boot/ /boot/efi/ / /home/; do
        echo "syncing $fs to /mnt$fs..." && 
        rsync -aSHAXx --info=progress2 $fs /mnt$fs
    done
syncing /boot/ to /mnt/boot/...
              0   0%    0.00kB/s    0:00:00 (xfr#0, to-chk=0/299)  
syncing /boot/efi/ to /mnt/boot/efi/...
     16,831,437 100%  184.14MB/s    0:00:00 (xfr#101, to-chk=0/110)
syncing / to /mnt/...
 28,019,293,280  94%   47.63MB/s    0:09:21 (xfr#703710, ir-chk=6748/839220)rsync: [generator] delete_file: rmdir(var/lib/docker) failed: Device or resource busy (16)
could not make way for new symlink: var/lib/docker
 34,081,267,990  98%   50.71MB/s    0:10:40 (xfr#736577, to-chk=0/867732)    
rsync error: some files/attrs were not transferred (see previous errors) (code 23) at main.c(1333) [sender=3.2.3]
syncing /home/ to /mnt/home/...
rsync: [sender] readlink_stat("/home/anarcat/.fuse") failed: Permission denied (13)
 24,456,268,098  98%   68.03MB/s    0:05:42 (xfr#159867, ir-chk=6875/172377) 
file has vanished: "/home/anarcat/.cache/mozilla/firefox/s2hwvqbu.quantum/cache2/entries/B3AB0CDA9C4454B3C1197E5A22669DF8EE849D90"
199,762,528,125  93%   74.82MB/s    0:42:26 (xfr#1437846, ir-chk=1018/1983979)rsync: [generator] recv_generator: mkdir "/mnt/home/anarcat/dist/supysonic/tests/assets/\#346" failed: Invalid or incomplete multibyte or wide character (84)
*** Skipping any contents from this failed directory ***
315,384,723,978  96%   76.82MB/s    1:05:15 (xfr#2256473, to-chk=0/2993950)    
rsync error: some files/attrs were not transferred (see previous errors) (code 23) at main.c(1333) [sender=3.2.3]
Note the failure to transfer that supysonic file? It turns out they had a weird filename in their source tree, since then removed, but still it showed how the utf8only feature might not be such a bad idea. At this point, the procedure was restarted all the way back to "Creating pools", after unmounting all ZFS filesystems (umount /mnt/run /mnt/boot/efi && umount -t zfs -a) and destroying the pool, which, surprisingly, doesn't require any confirmation (zpool destroy rpool). The second run was cleaner:
root@curie:~# for fs in /boot/ /boot/efi/ / /home/; do
        echo "syncing $fs to /mnt$fs..." && 
        rsync -aSHAXx --info=progress2 --delete $fs /mnt$fs
    done
syncing /boot/ to /mnt/boot/...
              0   0%    0.00kB/s    0:00:00 (xfr#0, to-chk=0/299)  
syncing /boot/efi/ to /mnt/boot/efi/...
              0   0%    0.00kB/s    0:00:00 (xfr#0, to-chk=0/110)  
syncing / to /mnt/...
 28,019,033,070  97%   42.03MB/s    0:10:35 (xfr#703671, ir-chk=1093/833515)rsync: [generator] delete_file: rmdir(var/lib/docker) failed: Device or resource busy (16)
could not make way for new symlink: var/lib/docker
 34,081,807,102  98%   44.84MB/s    0:12:04 (xfr#736580, to-chk=0/867723)    
rsync error: some files/attrs were not transferred (see previous errors) (code 23) at main.c(1333) [sender=3.2.3]
syncing /home/ to /mnt/home/...
rsync: [sender] readlink_stat("/home/anarcat/.fuse") failed: Permission denied (13)
IO error encountered -- skipping file deletion
 24,043,086,450  96%   62.03MB/s    0:06:09 (xfr#151819, ir-chk=15117/172571)
file has vanished: "/home/anarcat/.cache/mozilla/firefox/s2hwvqbu.quantum/cache2/entries/4C1FDBFEA976FF924D062FB990B24B897A77B84B"
315,423,626,507  96%   67.09MB/s    1:14:43 (xfr#2256845, to-chk=0/2994364)    
rsync error: some files/attrs were not transferred (see previous errors) (code 23) at main.c(1333) [sender=3.2.3]
Also note the transfer speed: we seem capped at 76MB/s, or 608Mbit/s. This is not as fast as I was expecting: the USB connection seems to be at around 5Gbps:
anarcat@curie:~$ lsusb -tv   head -4
/:  Bus 02.Port 1: Dev 1, Class=root_hub, Driver=xhci_hcd/6p, 5000M
    ID 1d6b:0003 Linux Foundation 3.0 root hub
     __ Port 1: Dev 4, If 0, Class=Mass Storage, Driver=uas, 5000M
        ID 0b05:1932 ASUSTek Computer, Inc.
So it shouldn't cap at that speed. It's possible the USB adapter is failing to give me the full speed though. It's not the M.2 SSD drive either, as that has a ~500MB/s bandwidth, acccording to its spec. At this point, we're about ready to do the final configuration. We drop to single user mode and do the rest of the procedure. That used to be shutdown now, but it seems like the systemd switch broke that, so now you can reboot into grub and pick the "recovery" option. Alternatively, you might try systemctl rescue, as I found out. I also wanted to copy the drive over to another new NVMe drive, but that failed: it looks like the USB controller I have doesn't work with older, non-NVME drives.

Boot configuration Now we need to enter the new system to rebuild the boot loader and initrd and so on. First, we bind mounts and chroot into the ZFS disk:
mount --rbind /dev  /mnt/dev &&
mount --rbind /proc /mnt/proc &&
mount --rbind /sys  /mnt/sys &&
chroot /mnt /bin/bash
Next we add an extra service that imports the bpool on boot, to make sure it survives a zpool.cache destruction:
cat > /etc/systemd/system/zfs-import-bpool.service <<EOF
[Unit]
DefaultDependencies=no
Before=zfs-import-scan.service
Before=zfs-import-cache.service
[Service]
Type=oneshot
RemainAfterExit=yes
ExecStart=/sbin/zpool import -N -o cachefile=none bpool
# Work-around to preserve zpool cache:
ExecStartPre=-/bin/mv /etc/zfs/zpool.cache /etc/zfs/preboot_zpool.cache
ExecStartPost=-/bin/mv /etc/zfs/preboot_zpool.cache /etc/zfs/zpool.cache
[Install]
WantedBy=zfs-import.target
EOF
Enable the service:
systemctl enable zfs-import-bpool.service
I had to trim down /etc/fstab and /etc/crypttab to only contain references to the legacy filesystems (/srv is still BTRFS!). If we don't already have a tmpfs defined in /etc/fstab:
ln -s /usr/share/systemd/tmp.mount /etc/systemd/system/ &&
systemctl enable tmp.mount
Rebuild boot loader with support for ZFS, but also to workaround GRUB's missing zpool-features support:
grub-probe /boot   grep -q zfs &&
update-initramfs -c -k all &&
sed -i 's,GRUB_CMDLINE_LINUX.*,GRUB_CMDLINE_LINUX="root=ZFS=rpool/ROOT/debian",' /etc/default/grub &&
update-grub
For good measure, make sure the right disk is configured here, for example you might want to tag both drives in a RAID array:
dpkg-reconfigure grub-pc
Install grub to EFI while you're there:
grub-install --target=x86_64-efi --efi-directory=/boot/efi --bootloader-id=debian --recheck --no-floppy
Filesystem mount ordering. The rationale here in the OpenZFS guide is a little strange, but I don't dare ignore that.
mkdir /etc/zfs/zfs-list.cache
touch /etc/zfs/zfs-list.cache/bpool
touch /etc/zfs/zfs-list.cache/rpool
zed -F &
Verify that zed updated the cache by making sure these are not empty:
cat /etc/zfs/zfs-list.cache/bpool
cat /etc/zfs/zfs-list.cache/rpool
Once the files have data, stop zed:
fg
Press Ctrl-C.
Fix the paths to eliminate /mnt:
sed -Ei "s /mnt/? / " /etc/zfs/zfs-list.cache/*
Snapshot initial install:
zfs snapshot bpool/BOOT/debian@install
zfs snapshot rpool/ROOT/debian@install
Exit chroot:
exit

Finalizing One last sync was done in rescue mode:
for fs in /boot/ /boot/efi/ / /home/; do
    echo "syncing $fs to /mnt$fs..." && 
    rsync -aSHAXx --info=progress2 --delete $fs /mnt$fs
done
Then we unmount all filesystems:
mount   grep -v zfs   tac   awk '/\/mnt/  print $3 '   xargs -i  umount -lf  
zpool export -a
Reboot, swap the drives, and boot in ZFS. Hurray!

Benchmarks This is a test that was ran in single-user mode using fio and the Ars Technica recommended tests, which are:
  • Single 4KiB random write process:
     fio --name=randwrite4k1x --ioengine=posixaio --rw=randwrite --bs=4k --size=4g --numjobs=1 --iodepth=1 --runtime=60 --time_based --end_fsync=1
    
  • 16 parallel 64KiB random write processes:
     fio --name=randwrite64k16x --ioengine=posixaio --rw=randwrite --bs=64k --size=256m --numjobs=16 --iodepth=16 --runtime=60 --time_based --end_fsync=1
    
  • Single 1MiB random write process:
     fio --name=randwrite1m1x --ioengine=posixaio --rw=randwrite --bs=1m --size=16g --numjobs=1 --iodepth=1 --runtime=60 --time_based --end_fsync=1
    
Strangely, that's not exactly what the author, Jim Salter, did in his actual test bench used in the ZFS benchmarking article. The first thing is there's no read test at all, which is already pretty strange. But also it doesn't include stuff like dropping caches or repeating results. So here's my variation, which i called fio-ars-bench.sh for now. It just batches a bunch of fio tests, one by one, 60 seconds each. It should take about 12 minutes to run, as there are 3 pair of tests, read/write, with and without async. My bias, before building, running and analysing those results is that ZFS should outperform the traditional stack on writes, but possibly not on reads. It's also possible it outperforms it on both, because it's a newer drive. A new test might be possible with a new external USB drive as well, although I doubt I will find the time to do this.

Results All tests were done on WD blue SN550 drives, which claims to be able to push 2400MB/s read and 1750MB/s write. An extra drive was bought to move the LVM setup from a WDC WDS500G1B0B-00AS40 SSD, a WD blue M.2 2280 SSD that was at least 5 years old, spec'd at 560MB/s read, 530MB/s write. Benchmarks were done on the M.2 SSD drive but discarded so that the drive difference is not a factor in the test. In practice, I'm going to assume we'll never reach those numbers because we're not actually NVMe (this is an old workstation!) so the bottleneck isn't the disk itself. For our purposes, it might still give us useful results.

Rescue test, LUKS/LVM/ext4 Those tests were performed with everything shutdown, after either entering the system in rescue mode, or by reaching that target with:
systemctl rescue
The network might have been started before or after the test as well:
systemctl start systemd-networkd
So it should be fairly reliable as basically nothing else is running. Raw numbers, from the ?job-curie-lvm.log, converted to MiB/s and manually merged:
test read I/O read IOPS write I/O write IOPS
rand4k4g1x 39.27 10052 212.15 54310
rand4k4g1x--fsync=1 39.29 10057 2.73 699
rand64k256m16x 1297.00 20751 1068.57 17097
rand64k256m16x--fsync=1 1290.90 20654 353.82 5661
rand1m16g1x 315.15 315 563.77 563
rand1m16g1x--fsync=1 345.88 345 157.01 157
Peaks are at about 20k IOPS and ~1.3GiB/s read, 1GiB/s write in the 64KB blocks with 16 jobs. Slowest is the random 4k block sync write at an abysmal 3MB/s and 700 IOPS The 1MB read/write tests have lower IOPS, but that is expected.

Rescue test, ZFS This test was also performed in rescue mode. Raw numbers, from the ?job-curie-zfs.log, converted to MiB/s and manually merged:
test read I/O read IOPS write I/O write IOPS
rand4k4g1x 77.20 19763 27.13 6944
rand4k4g1x--fsync=1 76.16 19495 6.53 1673
rand64k256m16x 1882.40 30118 70.58 1129
rand64k256m16x--fsync=1 1865.13 29842 71.98 1151
rand1m16g1x 921.62 921 102.21 102
rand1m16g1x--fsync=1 908.37 908 64.30 64
Peaks are at 1.8GiB/s read, also in the 64k job like above, but much faster. The write is, as expected, much slower at 70MiB/s (compared to 1GiB/s!), but it should be noted the sync write doesn't degrade performance compared to async writes (although it's still below the LVM 300MB/s).

Conclusions Really, ZFS has trouble performing in all write conditions. The random 4k sync write test is the only place where ZFS outperforms LVM in writes, and barely (7MiB/s vs 3MiB/s). Everywhere else, writes are much slower, sometimes by an order of magnitude. And before some ZFS zealot jumps in talking about the SLOG or some other cache that could be added to improved performance, I'll remind you that those numbers are on a bare bones NVMe drive, pretty much as fast storage as you can find on this machine. Adding another NVMe drive as a cache probably will not improve write performance here. Still, those are very different results than the tests performed by Salter which shows ZFS beating traditional configurations in all categories but uncached 4k reads (not writes!). That said, those tests are very different from the tests I performed here, where I test writes on a single disk, not a RAID array, which might explain the discrepancy. Also, note that neither LVM or ZFS manage to reach the 2400MB/s read and 1750MB/s write performance specification. ZFS does manage to reach 82% of the read performance (1973MB/s) and LVM 64% of the write performance (1120MB/s). LVM hits 57% of the read performance and ZFS hits barely 6% of the write performance. Overall, I'm a bit disappointed in the ZFS write performance here, I must say. Maybe I need to tweak the record size or some other ZFS voodoo, but I'll note that I didn't have to do any such configuration on the other side to kick ZFS in the pants...

Real world experience This section document not synthetic backups, but actual real world workloads, comparing before and after I switched my workstation to ZFS.

Docker performance I had the feeling that running some git hook (which was firing a Docker container) was "slower" somehow. It seems that, at runtime, ZFS backends are significant slower than their overlayfs/ext4 equivalent:
May 16 14:42:52 curie systemd[1]: home-docker-overlay2-17e4d24228decc2d2d493efc401dbfb7ac29739da0e46775e122078d9daf3e87\x2dinit-merged.mount: Succeeded.
May 16 14:42:52 curie systemd[5161]: home-docker-overlay2-17e4d24228decc2d2d493efc401dbfb7ac29739da0e46775e122078d9daf3e87\x2dinit-merged.mount: Succeeded.
May 16 14:42:52 curie systemd[1]: home-docker-overlay2-17e4d24228decc2d2d493efc401dbfb7ac29739da0e46775e122078d9daf3e87-merged.mount: Succeeded.
May 16 14:42:53 curie dockerd[1723]: time="2022-05-16T14:42:53.087219426-04:00" level=info msg="starting signal loop" namespace=moby path=/run/docker/containerd/daemon/io.containerd.runtime.v2.task/moby/af22586fba07014a4d10ab19da10cf280db7a43cad804d6c1e9f2682f12b5f10 pid=151170
May 16 14:42:53 curie systemd[1]: Started libcontainer container af22586fba07014a4d10ab19da10cf280db7a43cad804d6c1e9f2682f12b5f10.
May 16 14:42:54 curie systemd[1]: docker-af22586fba07014a4d10ab19da10cf280db7a43cad804d6c1e9f2682f12b5f10.scope: Succeeded.
May 16 14:42:54 curie dockerd[1723]: time="2022-05-16T14:42:54.047297800-04:00" level=info msg="shim disconnected" id=af22586fba07014a4d10ab19da10cf280db7a43cad804d6c1e9f2682f12b5f10
May 16 14:42:54 curie dockerd[998]: time="2022-05-16T14:42:54.051365015-04:00" level=info msg="ignoring event" container=af22586fba07014a4d10ab19da10cf280db7a43cad804d6c1e9f2682f12b5f10 module=libcontainerd namespace=moby topic=/tasks/delete type="*events.TaskDelete"
May 16 14:42:54 curie systemd[2444]: run-docker-netns-f5453c87c879.mount: Succeeded.
May 16 14:42:54 curie systemd[5161]: run-docker-netns-f5453c87c879.mount: Succeeded.
May 16 14:42:54 curie systemd[2444]: home-docker-overlay2-17e4d24228decc2d2d493efc401dbfb7ac29739da0e46775e122078d9daf3e87-merged.mount: Succeeded.
May 16 14:42:54 curie systemd[5161]: home-docker-overlay2-17e4d24228decc2d2d493efc401dbfb7ac29739da0e46775e122078d9daf3e87-merged.mount: Succeeded.
May 16 14:42:54 curie systemd[1]: run-docker-netns-f5453c87c879.mount: Succeeded.
May 16 14:42:54 curie systemd[1]: home-docker-overlay2-17e4d24228decc2d2d493efc401dbfb7ac29739da0e46775e122078d9daf3e87-merged.mount: Succeeded.
Translating this:
  • container setup: ~1 second
  • container runtime: ~1 second
  • container teardown: ~1 second
  • total runtime: 2-3 seconds
Obviously, those timestamps are not quite accurate enough to make precise measurements... After I switched to ZFS:
mai 30 15:31:39 curie systemd[1]: var-lib-docker-zfs-graph-41ce08fb7a1d3a9c101694b82722f5621c0b4819bd1d9f070933fd1e00543cdf\x2dinit.mount: Succeeded. 
mai 30 15:31:39 curie systemd[5287]: var-lib-docker-zfs-graph-41ce08fb7a1d3a9c101694b82722f5621c0b4819bd1d9f070933fd1e00543cdf\x2dinit.mount: Succeeded. 
mai 30 15:31:40 curie systemd[1]: var-lib-docker-zfs-graph-41ce08fb7a1d3a9c101694b82722f5621c0b4819bd1d9f070933fd1e00543cdf.mount: Succeeded. 
mai 30 15:31:40 curie systemd[5287]: var-lib-docker-zfs-graph-41ce08fb7a1d3a9c101694b82722f5621c0b4819bd1d9f070933fd1e00543cdf.mount: Succeeded. 
mai 30 15:31:41 curie dockerd[3199]: time="2022-05-30T15:31:41.551403693-04:00" level=info msg="starting signal loop" namespace=moby path=/run/docker/containerd/daemon/io.containerd.runtime.v2.task/moby/42a1a1ed5912a7227148e997f442e7ab2e5cc3558aa3471548223c5888c9b142 pid=141080 
mai 30 15:31:41 curie systemd[1]: run-docker-runtime\x2drunc-moby-42a1a1ed5912a7227148e997f442e7ab2e5cc3558aa3471548223c5888c9b142-runc.ZVcjvl.mount: Succeeded. 
mai 30 15:31:41 curie systemd[5287]: run-docker-runtime\x2drunc-moby-42a1a1ed5912a7227148e997f442e7ab2e5cc3558aa3471548223c5888c9b142-runc.ZVcjvl.mount: Succeeded. 
mai 30 15:31:41 curie systemd[1]: Started libcontainer container 42a1a1ed5912a7227148e997f442e7ab2e5cc3558aa3471548223c5888c9b142. 
mai 30 15:31:45 curie systemd[1]: docker-42a1a1ed5912a7227148e997f442e7ab2e5cc3558aa3471548223c5888c9b142.scope: Succeeded. 
mai 30 15:31:45 curie dockerd[3199]: time="2022-05-30T15:31:45.883019128-04:00" level=info msg="shim disconnected" id=42a1a1ed5912a7227148e997f442e7ab2e5cc3558aa3471548223c5888c9b142 
mai 30 15:31:45 curie dockerd[1726]: time="2022-05-30T15:31:45.883064491-04:00" level=info msg="ignoring event" container=42a1a1ed5912a7227148e997f442e7ab2e5cc3558aa3471548223c5888c9b142 module=libcontainerd namespace=moby topic=/tasks/delete type="*events.TaskDelete" 
mai 30 15:31:45 curie systemd[1]: run-docker-netns-e45f5cf5f465.mount: Succeeded. 
mai 30 15:31:45 curie systemd[5287]: run-docker-netns-e45f5cf5f465.mount: Succeeded. 
mai 30 15:31:45 curie systemd[1]: var-lib-docker-zfs-graph-41ce08fb7a1d3a9c101694b82722f5621c0b4819bd1d9f070933fd1e00543cdf.mount: Succeeded. 
mai 30 15:31:45 curie systemd[5287]: var-lib-docker-zfs-graph-41ce08fb7a1d3a9c101694b82722f5621c0b4819bd1d9f070933fd1e00543cdf.mount: Succeeded.
That's double or triple the run time, from 2 seconds to 6 seconds. Most of the time is spent in run time, inside the container. Here's the breakdown:
  • container setup: ~2 seconds
  • container run: ~4 seconds
  • container teardown: ~1 second
  • total run time: about ~6-7 seconds
That's a two- to three-fold increase! Clearly something is going on here that I should tweak. It's possible that code path is less optimized in Docker. I also worry about podman, but apparently it also supports ZFS backends. Possibly it would perform better, but at this stage I wouldn't have a good comparison: maybe it would have performed better on non-ZFS as well...

Interactivity While doing the offsite backups (below), the system became somewhat "sluggish". I felt everything was slow, and I estimate it introduced ~50ms latency in any input device. Arguably, those are all USB and the external drive was connected through USB, but I suspect the ZFS drivers are not as well tuned with the scheduler as the regular filesystem drivers...

Recovery procedures For test purposes, I unmounted all systems during the procedure:
umount /mnt/boot/efi /mnt/boot/run
umount -a -t zfs
zpool export -a
And disconnected the drive, to see how I would recover this system from another Linux system in case of a total motherboard failure. To import an existing pool, plug the device, then import the pool with an alternate root, so it doesn't mount over your existing filesystems, then you mount the root filesystem and all the others:
zpool import -l -a -R /mnt &&
zfs mount rpool/ROOT/debian &&
zfs mount -a &&
mount /dev/sdc2 /mnt/boot/efi &&
mount -t tmpfs tmpfs /mnt/run &&
mkdir /mnt/run/lock

Offsite backup Part of the goal of using ZFS is to simplify and harden backups. I wanted to experiment with shorter recovery times specifically both point in time recovery objective and recovery time objective and faster incremental backups. This is, therefore, part of my backup services. This section documents how an external NVMe enclosure was setup in a pool to mirror the datasets from my workstation. The final setup should include syncoid copying datasets to the backup server regularly, but I haven't finished that configuration yet.

Partitioning The above partitioning procedure used sgdisk, but I couldn't figure out how to do this with sgdisk, so this uses sfdisk to dump the partition from the first disk to an external, identical drive:
sfdisk -d /dev/nvme0n1   sfdisk --no-reread /dev/sda --force

Pool creation This is similar to the main pool creation, except we tweaked a few bits after changing the upstream procedure:
zpool create \
        -o cachefile=/etc/zfs/zpool.cache \
        -o ashift=12 -d \
        -o feature@async_destroy=enabled \
        -o feature@bookmarks=enabled \
        -o feature@embedded_data=enabled \
        -o feature@empty_bpobj=enabled \
        -o feature@enabled_txg=enabled \
        -o feature@extensible_dataset=enabled \
        -o feature@filesystem_limits=enabled \
        -o feature@hole_birth=enabled \
        -o feature@large_blocks=enabled \
        -o feature@lz4_compress=enabled \
        -o feature@spacemap_histogram=enabled \
        -o feature@zpool_checkpoint=enabled \
        -O acltype=posixacl -O xattr=sa \
        -O compression=lz4 \
        -O devices=off \
        -O relatime=on \
        -O canmount=off \
        -O mountpoint=/boot -R /mnt \
        bpool-tubman /dev/sdb3
The change from the main boot pool are: Main pool creation is:
zpool create \
        -o ashift=12 \
        -O encryption=on -O keylocation=prompt -O keyformat=passphrase \
        -O acltype=posixacl -O xattr=sa -O dnodesize=auto \
        -O compression=zstd \
        -O relatime=on \
        -O canmount=off \
        -O mountpoint=/ -R /mnt \
        rpool-tubman /dev/sdb4

First sync I used syncoid to copy all pools over to the external device. syncoid is a thing that's part of the sanoid project which is specifically designed to sync snapshots between pool, typically over SSH links but it can also operate locally. The sanoid command had a --readonly argument to simulate changes, but syncoid didn't so I tried to fix that with an upstream PR. It seems it would be better to do this by hand, but this was much easier. The full first sync was:
root@curie:/home/anarcat# ./bin/syncoid -r  bpool bpool-tubman
CRITICAL ERROR: Target bpool-tubman exists but has no snapshots matching with bpool!
                Replication to target would require destroying existing
                target. Cowardly refusing to destroy your existing target.
          NOTE: Target bpool-tubman dataset is < 64MB used - did you mistakenly run
                 zfs create bpool-tubman  on the target? ZFS initial
                replication must be to a NON EXISTENT DATASET, which will
                then be CREATED BY the initial replication process.
INFO: Sending oldest full snapshot bpool/BOOT@test (~ 42 KB) to new target filesystem:
44.2KiB 0:00:00 [4.19MiB/s] [========================================================================================================================] 103%            
INFO: Updating new target filesystem with incremental bpool/BOOT@test ... syncoid_curie_2022-05-30:12:50:39 (~ 4 KB):
2.13KiB 0:00:00 [ 114KiB/s] [===============================================================>                                                         ] 53%            
INFO: Sending oldest full snapshot bpool/BOOT/debian@install (~ 126.0 MB) to new target filesystem:
 126MiB 0:00:00 [ 308MiB/s] [=======================================================================================================================>] 100%            
INFO: Updating new target filesystem with incremental bpool/BOOT/debian@install ... syncoid_curie_2022-05-30:12:50:39 (~ 113.4 MB):
 113MiB 0:00:00 [ 315MiB/s] [=======================================================================================================================>] 100%
root@curie:/home/anarcat# ./bin/syncoid -r  rpool rpool-tubman
CRITICAL ERROR: Target rpool-tubman exists but has no snapshots matching with rpool!
                Replication to target would require destroying existing
                target. Cowardly refusing to destroy your existing target.
          NOTE: Target rpool-tubman dataset is < 64MB used - did you mistakenly run
                 zfs create rpool-tubman  on the target? ZFS initial
                replication must be to a NON EXISTENT DATASET, which will
                then be CREATED BY the initial replication process.
INFO: Sending oldest full snapshot rpool/ROOT@syncoid_curie_2022-05-30:12:50:51 (~ 69 KB) to new target filesystem:
44.2KiB 0:00:00 [2.44MiB/s] [===========================================================================>                                             ] 63%            
INFO: Sending oldest full snapshot rpool/ROOT/debian@install (~ 25.9 GB) to new target filesystem:
25.9GiB 0:03:33 [ 124MiB/s] [=======================================================================================================================>] 100%            
INFO: Updating new target filesystem with incremental rpool/ROOT/debian@install ... syncoid_curie_2022-05-30:12:50:52 (~ 3.9 GB):
3.92GiB 0:00:33 [ 119MiB/s] [======================================================================================================================>  ] 99%            
INFO: Sending oldest full snapshot rpool/home@syncoid_curie_2022-05-30:12:55:04 (~ 276.8 GB) to new target filesystem:
 277GiB 0:27:13 [ 174MiB/s] [=======================================================================================================================>] 100%            
INFO: Sending oldest full snapshot rpool/home/root@syncoid_curie_2022-05-30:13:22:19 (~ 2.2 GB) to new target filesystem:
2.22GiB 0:00:25 [90.2MiB/s] [=======================================================================================================================>] 100%            
INFO: Sending oldest full snapshot rpool/var@syncoid_curie_2022-05-30:13:22:47 (~ 5.6 GB) to new target filesystem:
5.56GiB 0:00:32 [ 176MiB/s] [=======================================================================================================================>] 100%            
INFO: Sending oldest full snapshot rpool/var/cache@syncoid_curie_2022-05-30:13:23:22 (~ 627.3 MB) to new target filesystem:
 627MiB 0:00:03 [ 169MiB/s] [=======================================================================================================================>] 100%            
INFO: Sending oldest full snapshot rpool/var/lib@syncoid_curie_2022-05-30:13:23:28 (~ 69 KB) to new target filesystem:
44.2KiB 0:00:00 [1.40MiB/s] [===========================================================================>                                             ] 63%            
INFO: Sending oldest full snapshot rpool/var/lib/docker@syncoid_curie_2022-05-30:13:23:28 (~ 442.6 MB) to new target filesystem:
 443MiB 0:00:04 [ 103MiB/s] [=======================================================================================================================>] 100%            
INFO: Sending oldest full snapshot rpool/var/lib/docker/05c0de7fabbea60500eaa495d0d82038249f6faa63b12914737c4d71520e62c5@266253254 (~ 6.3 MB) to new target filesystem:
6.49MiB 0:00:00 [12.9MiB/s] [========================================================================================================================] 102%            
INFO: Updating new target filesystem with incremental rpool/var/lib/docker/05c0de7fabbea60500eaa495d0d82038249f6faa63b12914737c4d71520e62c5@266253254 ... syncoid_curie_2022-05-30:13:23:34 (~ 4 KB):
1.52KiB 0:00:00 [27.6KiB/s] [============================================>                                                                            ] 38%            
INFO: Sending oldest full snapshot rpool/var/lib/flatpak@syncoid_curie_2022-05-30:13:23:36 (~ 2.0 GB) to new target filesystem:
2.00GiB 0:00:17 [ 115MiB/s] [=======================================================================================================================>] 100%            
INFO: Sending oldest full snapshot rpool/var/tmp@syncoid_curie_2022-05-30:13:23:55 (~ 57.0 MB) to new target filesystem:
61.8MiB 0:00:01 [45.0MiB/s] [========================================================================================================================] 108%            
INFO: Clone is recreated on target rpool-tubman/var/lib/docker/ed71ddd563a779ba6fb37b3b1d0cc2c11eca9b594e77b4b234867ebcb162b205 based on rpool/var/lib/docker/05c0de7fabbea60500eaa495d0d82038249f6faa63b12914737c4d71520e62c5@266253254
INFO: Sending oldest full snapshot rpool/var/lib/docker/ed71ddd563a779ba6fb37b3b1d0cc2c11eca9b594e77b4b234867ebcb162b205@syncoid_curie_2022-05-30:13:23:58 (~ 218.6 MB) to new target filesystem:
 219MiB 0:00:01 [ 151MiB/s] [=======================================================================================================================>] 100%
Funny how the CRITICAL ERROR doesn't actually stop syncoid and it just carries on merrily doing when it's telling you it's "cowardly refusing to destroy your existing target"... Maybe that's because my pull request broke something though... During the transfer, the computer was very sluggish: everything feels like it has ~30-50ms latency extra:
anarcat@curie:sanoid$ LANG=C top -b  -n 1   head -20
top - 13:07:05 up 6 days,  4:01,  1 user,  load average: 16.13, 16.55, 11.83
Tasks: 606 total,   6 running, 598 sleeping,   0 stopped,   2 zombie
%Cpu(s): 18.8 us, 72.5 sy,  1.2 ni,  5.0 id,  1.2 wa,  0.0 hi,  1.2 si,  0.0 st
MiB Mem :  15898.4 total,   1387.6 free,  13170.0 used,   1340.8 buff/cache
MiB Swap:      0.0 total,      0.0 free,      0.0 used.   1319.8 avail Mem 
    PID USER      PR  NI    VIRT    RES    SHR S  %CPU  %MEM     TIME+ COMMAND
     70 root      20   0       0      0      0 S  83.3   0.0   6:12.67 kswapd0
4024878 root      20   0  282644  96432  10288 S  44.4   0.6   0:11.43 puppet
3896136 root      20   0   35328  16528     48 S  22.2   0.1   2:08.04 mbuffer
3896135 root      20   0   10328    776    168 R  16.7   0.0   1:22.93 zfs
3896138 root      20   0   10588    788    156 R  16.7   0.0   1:49.30 zfs
    350 root       0 -20       0      0      0 R  11.1   0.0   1:03.53 z_rd_int
    351 root       0 -20       0      0      0 S  11.1   0.0   1:04.15 z_rd_int
3896137 root      20   0    4384    352    244 R  11.1   0.0   0:44.73 pv
4034094 anarcat   30  10   20028  13960   2428 S  11.1   0.1   0:00.70 mbsync
4036539 anarcat   20   0    9604   3464   2408 R  11.1   0.0   0:00.04 top
    352 root       0 -20       0      0      0 S   5.6   0.0   1:03.64 z_rd_int
    353 root       0 -20       0      0      0 S   5.6   0.0   1:03.64 z_rd_int
    354 root       0 -20       0      0      0 S   5.6   0.0   1:04.01 z_rd_int
I wonder how much of that is due to syncoid, particularly because I often saw mbuffer and pv in there which are not strictly necessary to do those kind of operations, as far as I understand. Once that's done, export the pools to disconnect the drive:
zpool export bpool-tubman
zpool export rpool-tubman

Raw disk benchmark Copied the 512GB SSD/M.2 device to another 1024GB NVMe/M.2 device:
anarcat@curie:~$ sudo dd if=/dev/sdb of=/dev/sdc bs=4M status=progress conv=fdatasync
499944259584 octets (500 GB, 466 GiB) copi s, 1713 s, 292 MB/s
119235+1 enregistrements lus
119235+1 enregistrements  crits
500107862016 octets (500 GB, 466 GiB) copi s, 1719,93 s, 291 MB/s
... while both over USB, whoohoo 300MB/s!

Monitoring ZFS should be monitoring your pools regularly. Normally, the [[!debman zed]] daemon monitors all ZFS events. It is the thing that will report when a scrub failed, for example. See this configuration guide. Scrubs should be regularly scheduled to ensure consistency of the pool. This can be done in newer zfsutils-linux versions (bullseye-backports or bookworm) with one of those, depending on the desired frequency:
systemctl enable zfs-scrub-weekly@rpool.timer --now
systemctl enable zfs-scrub-monthly@rpool.timer --now
When the scrub runs, if it finds anything it will send an event which will get picked up by the zed daemon which will then send a notification, see below for an example. TODO: deploy on curie, if possible (probably not because no RAID) TODO: this should be in Puppet

Scrub warning example So what happens when problems are found? Here's an example of how I dealt with an error I received. After setting up another server (tubman) with ZFS, I eventually ended up getting a warning from the ZFS toolchain.
Date: Sun, 09 Oct 2022 00:58:08 -0400
From: root <root@anarc.at>
To: root@anarc.at
Subject: ZFS scrub_finish event for rpool on tubman
ZFS has finished a scrub:
   eid: 39536
 class: scrub_finish
  host: tubman
  time: 2022-10-09 00:58:07-0400
  pool: rpool
 state: ONLINE
status: One or more devices has experienced an unrecoverable error.  An
        attempt was made to correct the error.  Applications are unaffected.
action: Determine if the device needs to be replaced, and clear the errors
        using 'zpool clear' or replace the device with 'zpool replace'.
   see: https://openzfs.github.io/openzfs-docs/msg/ZFS-8000-9P
  scan: scrub repaired 0B in 00:33:57 with 0 errors on Sun Oct  9 00:58:07 2022
config:
        NAME        STATE     READ WRITE CKSUM
        rpool       ONLINE       0     0     0
          mirror-0  ONLINE       0     0     0
            sdb4    ONLINE       0     1     0
            sdc4    ONLINE       0     0     0
        cache
          sda3      ONLINE       0     0     0
errors: No known data errors
This, in itself, is a little worrisome. But it helpfully links to this more detailed documentation (and props up there: the link still works) which explains this is a "minor" problem (something that could be included in the report). In this case, this happened on a server setup on 2021-04-28, but the disks and server hardware are much older. The server itself (marcos v1) was built around 2011, over 10 years ago now. The hard drive in question is:
root@tubman:~# smartctl -i -qnoserial /dev/sdb
smartctl 7.2 2020-12-30 r5155 [x86_64-linux-5.10.0-15-amd64] (local build)
Copyright (C) 2002-20, Bruce Allen, Christian Franke, www.smartmontools.org
=== START OF INFORMATION SECTION ===
Model Family:     Seagate BarraCuda 3.5
Device Model:     ST4000DM004-2CV104
Firmware Version: 0001
User Capacity:    4,000,787,030,016 bytes [4.00 TB]
Sector Sizes:     512 bytes logical, 4096 bytes physical
Rotation Rate:    5425 rpm
Form Factor:      3.5 inches
Device is:        In smartctl database [for details use: -P show]
ATA Version is:   ACS-3 T13/2161-D revision 5
SATA Version is:  SATA 3.1, 6.0 Gb/s (current: 3.0 Gb/s)
Local Time is:    Tue Oct 11 11:02:32 2022 EDT
SMART support is: Available - device has SMART capability.
SMART support is: Enabled
Some more SMART stats:
root@tubman:~# smartctl -a -qnoserial /dev/sdb   grep -e  Head_Flying_Hours -e Power_On_Hours -e Total_LBA -e 'Sector Sizes'
Sector Sizes:     512 bytes logical, 4096 bytes physical
  9 Power_On_Hours          0x0032   086   086   000    Old_age   Always       -       12464 (206 202 0)
240 Head_Flying_Hours       0x0000   100   253   000    Old_age   Offline      -       10966h+55m+23.757s
241 Total_LBAs_Written      0x0000   100   253   000    Old_age   Offline      -       21107792664
242 Total_LBAs_Read         0x0000   100   253   000    Old_age   Offline      -       3201579750
That's over a year of power on, which shouldn't be so bad. It has written about 10TB of data (21107792664 LBAs * 512 byte/LBA), which is about two full writes. According to its specification, this device is supposed to support 55 TB/year of writes, so we're far below spec. Note that are still far from the "non-recoverable read error per bits" spec (1 per 10E15), as we've basically read 13E12 bits (3201579750 LBAs * 512 byte/LBA = 13E12 bits). It's likely this disk was made in 2018, so it is in its fourth year. Interestingly, /dev/sdc is also a Seagate drive, but of a different series:
root@tubman:~# smartctl -qnoserial  -i /dev/sdb
smartctl 7.2 2020-12-30 r5155 [x86_64-linux-5.10.0-15-amd64] (local build)
Copyright (C) 2002-20, Bruce Allen, Christian Franke, www.smartmontools.org
=== START OF INFORMATION SECTION ===
Model Family:     Seagate BarraCuda 3.5
Device Model:     ST4000DM004-2CV104
Firmware Version: 0001
User Capacity:    4,000,787,030,016 bytes [4.00 TB]
Sector Sizes:     512 bytes logical, 4096 bytes physical
Rotation Rate:    5425 rpm
Form Factor:      3.5 inches
Device is:        In smartctl database [for details use: -P show]
ATA Version is:   ACS-3 T13/2161-D revision 5
SATA Version is:  SATA 3.1, 6.0 Gb/s (current: 3.0 Gb/s)
Local Time is:    Tue Oct 11 11:21:35 2022 EDT
SMART support is: Available - device has SMART capability.
SMART support is: Enabled
It has seen much more reads than the other disk which is also interesting:
root@tubman:~# smartctl -a -qnoserial /dev/sdc   grep -e  Head_Flying_Hours -e Power_On_Hours -e Total_LBA -e 'Sector Sizes'
Sector Sizes:     512 bytes logical, 4096 bytes physical
  9 Power_On_Hours          0x0032   059   059   000    Old_age   Always       -       36240
240 Head_Flying_Hours       0x0000   100   253   000    Old_age   Offline      -       33994h+10m+52.118s
241 Total_LBAs_Written      0x0000   100   253   000    Old_age   Offline      -       30730174438
242 Total_LBAs_Read         0x0000   100   253   000    Old_age   Offline      -       51894566538
That's 4 years of Head_Flying_Hours, and over 4 years (4 years and 48 days) of Power_On_Hours. The copyright date on that drive's specs goes back to 2016, so it's a much older drive. SMART self-test succeeded.

Remaining issues
  • TODO: move send/receive backups to offsite host, see also zfs for alternatives to syncoid/sanoid there
  • TODO: setup backup cron job (or timer?)
  • TODO: swap still not setup on curie, see zfs
  • TODO: document this somewhere: bpool and rpool are both pools and datasets. that's pretty confusing, but also very useful because it allows for pool-wide recursive snapshots, which are used for the backup system

fio improvements I really want to improve my experience with fio. Right now, I'm just cargo-culting stuff from other folks and I don't really like it. stressant is a good example of my struggles, in the sense that it doesn't really work that well for disk tests. I would love to have just a single .fio job file that lists multiple jobs to run serially. For example, this file describes the above workload pretty well:
[global]
# cargo-culting Salter
fallocate=none
ioengine=posixaio
runtime=60
time_based=1
end_fsync=1
stonewall=1
group_reporting=1
# no need to drop caches, done by default
# invalidate=1
# Single 4KiB random read/write process
[randread-4k-4g-1x]
rw=randread
bs=4k
size=4g
numjobs=1
iodepth=1
[randwrite-4k-4g-1x]
rw=randwrite
bs=4k
size=4g
numjobs=1
iodepth=1
# 16 parallel 64KiB random read/write processes:
[randread-64k-256m-16x]
rw=randread
bs=64k
size=256m
numjobs=16
iodepth=16
[randwrite-64k-256m-16x]
rw=randwrite
bs=64k
size=256m
numjobs=16
iodepth=16
# Single 1MiB random read/write process
[randread-1m-16g-1x]
rw=randread
bs=1m
size=16g
numjobs=1
iodepth=1
[randwrite-1m-16g-1x]
rw=randwrite
bs=1m
size=16g
numjobs=1
iodepth=1
... except the jobs are actually started in parallel, even though they are stonewall'd, as far as I can tell by the reports. I sent a mail to the fio mailing list for clarification. It looks like the jobs are started in parallel, but actual (correctly) run serially. It seems like this might just be a matter of reporting the right timestamps in the end, although it does feel like starting all the processes (even if not doing any work yet) could skew the results.

Hangs during procedure During the procedure, it happened a few times where any ZFS command would completely hang. It seems that using an external USB drive to sync stuff didn't work so well: sometimes it would reconnect under a different device (from sdc to sdd, for example), and this would greatly confuse ZFS. Here, for example, is sdd reappearing out of the blue:
May 19 11:22:53 curie kernel: [  699.820301] scsi host4: uas
May 19 11:22:53 curie kernel: [  699.820544] usb 2-1: authorized to connect
May 19 11:22:53 curie kernel: [  699.922433] scsi 4:0:0:0: Direct-Access     ROG      ESD-S1C          0    PQ: 0 ANSI: 6
May 19 11:22:53 curie kernel: [  699.923235] sd 4:0:0:0: Attached scsi generic sg2 type 0
May 19 11:22:53 curie kernel: [  699.923676] sd 4:0:0:0: [sdd] 1953525168 512-byte logical blocks: (1.00 TB/932 GiB)
May 19 11:22:53 curie kernel: [  699.923788] sd 4:0:0:0: [sdd] Write Protect is off
May 19 11:22:53 curie kernel: [  699.923949] sd 4:0:0:0: [sdd] Write cache: enabled, read cache: enabled, doesn't support DPO or FUA
May 19 11:22:53 curie kernel: [  699.924149] sd 4:0:0:0: [sdd] Optimal transfer size 33553920 bytes
May 19 11:22:53 curie kernel: [  699.961602]  sdd: sdd1 sdd2 sdd3 sdd4
May 19 11:22:53 curie kernel: [  699.996083] sd 4:0:0:0: [sdd] Attached SCSI disk
Next time I run a ZFS command (say zpool list), the command completely hangs (D state) and this comes up in the logs:
May 19 11:34:21 curie kernel: [ 1387.914843] zio pool=bpool vdev=/dev/sdc3 error=5 type=2 offset=71344128 size=4096 flags=184880
May 19 11:34:21 curie kernel: [ 1387.914859] zio pool=bpool vdev=/dev/sdc3 error=5 type=2 offset=205565952 size=4096 flags=184880
May 19 11:34:21 curie kernel: [ 1387.914874] zio pool=bpool vdev=/dev/sdc3 error=5 type=2 offset=272789504 size=4096 flags=184880
May 19 11:34:21 curie kernel: [ 1387.914906] zio pool=bpool vdev=/dev/sdc3 error=5 type=1 offset=270336 size=8192 flags=b08c1
May 19 11:34:21 curie kernel: [ 1387.914932] zio pool=bpool vdev=/dev/sdc3 error=5 type=1 offset=1073225728 size=8192 flags=b08c1
May 19 11:34:21 curie kernel: [ 1387.914948] zio pool=bpool vdev=/dev/sdc3 error=5 type=1 offset=1073487872 size=8192 flags=b08c1
May 19 11:34:21 curie kernel: [ 1387.915165] zio pool=bpool vdev=/dev/sdc3 error=5 type=2 offset=272793600 size=4096 flags=184880
May 19 11:34:21 curie kernel: [ 1387.915183] zio pool=bpool vdev=/dev/sdc3 error=5 type=2 offset=339853312 size=4096 flags=184880
May 19 11:34:21 curie kernel: [ 1387.915648] WARNING: Pool 'bpool' has encountered an uncorrectable I/O failure and has been suspended.
May 19 11:34:21 curie kernel: [ 1387.915648] 
May 19 11:37:25 curie kernel: [ 1571.558614] task:txg_sync        state:D stack:    0 pid:  997 ppid:     2 flags:0x00004000
May 19 11:37:25 curie kernel: [ 1571.558623] Call Trace:
May 19 11:37:25 curie kernel: [ 1571.558640]  __schedule+0x282/0x870
May 19 11:37:25 curie kernel: [ 1571.558650]  schedule+0x46/0xb0
May 19 11:37:25 curie kernel: [ 1571.558670]  schedule_timeout+0x8b/0x140
May 19 11:37:25 curie kernel: [ 1571.558675]  ? __next_timer_interrupt+0x110/0x110
May 19 11:37:25 curie kernel: [ 1571.558678]  io_schedule_timeout+0x4c/0x80
May 19 11:37:25 curie kernel: [ 1571.558689]  __cv_timedwait_common+0x12b/0x160 [spl]
May 19 11:37:25 curie kernel: [ 1571.558694]  ? add_wait_queue_exclusive+0x70/0x70
May 19 11:37:25 curie kernel: [ 1571.558702]  __cv_timedwait_io+0x15/0x20 [spl]
May 19 11:37:25 curie kernel: [ 1571.558816]  zio_wait+0x129/0x2b0 [zfs]
May 19 11:37:25 curie kernel: [ 1571.558929]  dsl_pool_sync+0x461/0x4f0 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559032]  spa_sync+0x575/0xfa0 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559138]  ? spa_txg_history_init_io+0x101/0x110 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559245]  txg_sync_thread+0x2e0/0x4a0 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559354]  ? txg_fini+0x240/0x240 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559366]  thread_generic_wrapper+0x6f/0x80 [spl]
May 19 11:37:25 curie kernel: [ 1571.559376]  ? __thread_exit+0x20/0x20 [spl]
May 19 11:37:25 curie kernel: [ 1571.559379]  kthread+0x11b/0x140
May 19 11:37:25 curie kernel: [ 1571.559382]  ? __kthread_bind_mask+0x60/0x60
May 19 11:37:25 curie kernel: [ 1571.559386]  ret_from_fork+0x22/0x30
May 19 11:37:25 curie kernel: [ 1571.559401] task:zed             state:D stack:    0 pid: 1564 ppid:     1 flags:0x00000000
May 19 11:37:25 curie kernel: [ 1571.559404] Call Trace:
May 19 11:37:25 curie kernel: [ 1571.559409]  __schedule+0x282/0x870
May 19 11:37:25 curie kernel: [ 1571.559412]  ? __kmalloc_node+0x141/0x2b0
May 19 11:37:25 curie kernel: [ 1571.559417]  schedule+0x46/0xb0
May 19 11:37:25 curie kernel: [ 1571.559420]  schedule_preempt_disabled+0xa/0x10
May 19 11:37:25 curie kernel: [ 1571.559424]  __mutex_lock.constprop.0+0x133/0x460
May 19 11:37:25 curie kernel: [ 1571.559435]  ? nvlist_xalloc.part.0+0x68/0xc0 [znvpair]
May 19 11:37:25 curie kernel: [ 1571.559537]  spa_all_configs+0x41/0x120 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559644]  zfs_ioc_pool_configs+0x17/0x70 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559752]  zfsdev_ioctl_common+0x697/0x870 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559758]  ? _copy_from_user+0x28/0x60
May 19 11:37:25 curie kernel: [ 1571.559860]  zfsdev_ioctl+0x53/0xe0 [zfs]
May 19 11:37:25 curie kernel: [ 1571.559866]  __x64_sys_ioctl+0x83/0xb0
May 19 11:37:25 curie kernel: [ 1571.559869]  do_syscall_64+0x33/0x80
May 19 11:37:25 curie kernel: [ 1571.559873]  entry_SYSCALL_64_after_hwframe+0x44/0xa9
May 19 11:37:25 curie kernel: [ 1571.559876] RIP: 0033:0x7fcf0ef32cc7
May 19 11:37:25 curie kernel: [ 1571.559878] RSP: 002b:00007fcf0e181618 EFLAGS: 00000246 ORIG_RAX: 0000000000000010
May 19 11:37:25 curie kernel: [ 1571.559881] RAX: ffffffffffffffda RBX: 000055b212f972a0 RCX: 00007fcf0ef32cc7
May 19 11:37:25 curie kernel: [ 1571.559883] RDX: 00007fcf0e181640 RSI: 0000000000005a04 RDI: 000000000000000b
May 19 11:37:25 curie kernel: [ 1571.559885] RBP: 00007fcf0e184c30 R08: 00007fcf08016810 R09: 00007fcf08000080
May 19 11:37:25 curie kernel: [ 1571.559886] R10: 0000000000080000 R11: 0000000000000246 R12: 000055b212f972a0
May 19 11:37:25 curie kernel: [ 1571.559888] R13: 0000000000000000 R14: 00007fcf0e181640 R15: 0000000000000000
May 19 11:37:25 curie kernel: [ 1571.559980] task:zpool           state:D stack:    0 pid:11815 ppid:  3816 flags:0x00004000
May 19 11:37:25 curie kernel: [ 1571.559983] Call Trace:
May 19 11:37:25 curie kernel: [ 1571.559988]  __schedule+0x282/0x870
May 19 11:37:25 curie kernel: [ 1571.559992]  schedule+0x46/0xb0
May 19 11:37:25 curie kernel: [ 1571.559995]  io_schedule+0x42/0x70
May 19 11:37:25 curie kernel: [ 1571.560004]  cv_wait_common+0xac/0x130 [spl]
May 19 11:37:25 curie kernel: [ 1571.560008]  ? add_wait_queue_exclusive+0x70/0x70
May 19 11:37:25 curie kernel: [ 1571.560118]  txg_wait_synced_impl+0xc9/0x110 [zfs]
May 19 11:37:25 curie kernel: [ 1571.560223]  txg_wait_synced+0xc/0x40 [zfs]
May 19 11:37:25 curie kernel: [ 1571.560325]  spa_export_common+0x4cd/0x590 [zfs]
May 19 11:37:25 curie kernel: [ 1571.560430]  ? zfs_log_history+0x9c/0xf0 [zfs]
May 19 11:37:25 curie kernel: [ 1571.560537]  zfsdev_ioctl_common+0x697/0x870 [zfs]
May 19 11:37:25 curie kernel: [ 1571.560543]  ? _copy_from_user+0x28/0x60
May 19 11:37:25 curie kernel: [ 1571.560644]  zfsdev_ioctl+0x53/0xe0 [zfs]
May 19 11:37:25 curie kernel: [ 1571.560649]  __x64_sys_ioctl+0x83/0xb0
May 19 11:37:25 curie kernel: [ 1571.560653]  do_syscall_64+0x33/0x80
May 19 11:37:25 curie kernel: [ 1571.560656]  entry_SYSCALL_64_after_hwframe+0x44/0xa9
May 19 11:37:25 curie kernel: [ 1571.560659] RIP: 0033:0x7fdc23be2cc7
May 19 11:37:25 curie kernel: [ 1571.560661] RSP: 002b:00007ffc8c792478 EFLAGS: 00000246 ORIG_RAX: 0000000000000010
May 19 11:37:25 curie kernel: [ 1571.560664] RAX: ffffffffffffffda RBX: 000055942ca49e20 RCX: 00007fdc23be2cc7
May 19 11:37:25 curie kernel: [ 1571.560666] RDX: 00007ffc8c792490 RSI: 0000000000005a03 RDI: 0000000000000003
May 19 11:37:25 curie kernel: [ 1571.560667] RBP: 00007ffc8c795e80 R08: 00000000ffffffff R09: 00007ffc8c792310
May 19 11:37:25 curie kernel: [ 1571.560669] R10: 000055942ca49e30 R11: 0000000000000246 R12: 00007ffc8c792490
May 19 11:37:25 curie kernel: [ 1571.560671] R13: 000055942ca49e30 R14: 000055942aed2c20 R15: 00007ffc8c795a40
Here's another example, where you see the USB controller bleeping out and back into existence:
mai 19 11:38:39 curie kernel: usb 2-1: USB disconnect, device number 2
mai 19 11:38:39 curie kernel: sd 4:0:0:0: [sdd] Synchronizing SCSI cache
mai 19 11:38:39 curie kernel: sd 4:0:0:0: [sdd] Synchronize Cache(10) failed: Result: hostbyte=DID_ERROR driverbyte=DRIVER_OK
mai 19 11:39:25 curie kernel: INFO: task zed:1564 blocked for more than 241 seconds.
mai 19 11:39:25 curie kernel:       Tainted: P          IOE     5.10.0-14-amd64 #1 Debian 5.10.113-1
mai 19 11:39:25 curie kernel: "echo 0 > /proc/sys/kernel/hung_task_timeout_secs" disables this message.
mai 19 11:39:25 curie kernel: task:zed             state:D stack:    0 pid: 1564 ppid:     1 flags:0x00000000
mai 19 11:39:25 curie kernel: Call Trace:
mai 19 11:39:25 curie kernel:  __schedule+0x282/0x870
mai 19 11:39:25 curie kernel:  ? __kmalloc_node+0x141/0x2b0
mai 19 11:39:25 curie kernel:  schedule+0x46/0xb0
mai 19 11:39:25 curie kernel:  schedule_preempt_disabled+0xa/0x10
mai 19 11:39:25 curie kernel:  __mutex_lock.constprop.0+0x133/0x460
mai 19 11:39:25 curie kernel:  ? nvlist_xalloc.part.0+0x68/0xc0 [znvpair]
mai 19 11:39:25 curie kernel:  spa_all_configs+0x41/0x120 [zfs]
mai 19 11:39:25 curie kernel:  zfs_ioc_pool_configs+0x17/0x70 [zfs]
mai 19 11:39:25 curie kernel:  zfsdev_ioctl_common+0x697/0x870 [zfs]
mai 19 11:39:25 curie kernel:  ? _copy_from_user+0x28/0x60
mai 19 11:39:25 curie kernel:  zfsdev_ioctl+0x53/0xe0 [zfs]
mai 19 11:39:25 curie kernel:  __x64_sys_ioctl+0x83/0xb0
mai 19 11:39:25 curie kernel:  do_syscall_64+0x33/0x80
mai 19 11:39:25 curie kernel:  entry_SYSCALL_64_after_hwframe+0x44/0xa9
mai 19 11:39:25 curie kernel: RIP: 0033:0x7fcf0ef32cc7
mai 19 11:39:25 curie kernel: RSP: 002b:00007fcf0e181618 EFLAGS: 00000246 ORIG_RAX: 0000000000000010
mai 19 11:39:25 curie kernel: RAX: ffffffffffffffda RBX: 000055b212f972a0 RCX: 00007fcf0ef32cc7
mai 19 11:39:25 curie kernel: RDX: 00007fcf0e181640 RSI: 0000000000005a04 RDI: 000000000000000b
mai 19 11:39:25 curie kernel: RBP: 00007fcf0e184c30 R08: 00007fcf08016810 R09: 00007fcf08000080
mai 19 11:39:25 curie kernel: R10: 0000000000080000 R11: 0000000000000246 R12: 000055b212f972a0
mai 19 11:39:25 curie kernel: R13: 0000000000000000 R14: 00007fcf0e181640 R15: 0000000000000000
mai 19 11:39:25 curie kernel: INFO: task zpool:11815 blocked for more than 241 seconds.
mai 19 11:39:25 curie kernel:       Tainted: P          IOE     5.10.0-14-amd64 #1 Debian 5.10.113-1
mai 19 11:39:25 curie kernel: "echo 0 > /proc/sys/kernel/hung_task_timeout_secs" disables this message.
mai 19 11:39:25 curie kernel: task:zpool           state:D stack:    0 pid:11815 ppid:  2621 flags:0x00004004
mai 19 11:39:25 curie kernel: Call Trace:
mai 19 11:39:25 curie kernel:  __schedule+0x282/0x870
mai 19 11:39:25 curie kernel:  schedule+0x46/0xb0
mai 19 11:39:25 curie kernel:  io_schedule+0x42/0x70
mai 19 11:39:25 curie kernel:  cv_wait_common+0xac/0x130 [spl]
mai 19 11:39:25 curie kernel:  ? add_wait_queue_exclusive+0x70/0x70
mai 19 11:39:25 curie kernel:  txg_wait_synced_impl+0xc9/0x110 [zfs]
mai 19 11:39:25 curie kernel:  txg_wait_synced+0xc/0x40 [zfs]
mai 19 11:39:25 curie kernel:  spa_export_common+0x4cd/0x590 [zfs]
mai 19 11:39:25 curie kernel:  ? zfs_log_history+0x9c/0xf0 [zfs]
mai 19 11:39:25 curie kernel:  zfsdev_ioctl_common+0x697/0x870 [zfs]
mai 19 11:39:25 curie kernel:  ? _copy_from_user+0x28/0x60
mai 19 11:39:25 curie kernel:  zfsdev_ioctl+0x53/0xe0 [zfs]
mai 19 11:39:25 curie kernel:  __x64_sys_ioctl+0x83/0xb0
mai 19 11:39:25 curie kernel:  do_syscall_64+0x33/0x80
mai 19 11:39:25 curie kernel:  entry_SYSCALL_64_after_hwframe+0x44/0xa9
mai 19 11:39:25 curie kernel: RIP: 0033:0x7fdc23be2cc7
mai 19 11:39:25 curie kernel: RSP: 002b:00007ffc8c792478 EFLAGS: 00000246 ORIG_RAX: 0000000000000010
mai 19 11:39:25 curie kernel: RAX: ffffffffffffffda RBX: 000055942ca49e20 RCX: 00007fdc23be2cc7
mai 19 11:39:25 curie kernel: RDX: 00007ffc8c792490 RSI: 0000000000005a03 RDI: 0000000000000003
mai 19 11:39:25 curie kernel: RBP: 00007ffc8c795e80 R08: 00000000ffffffff R09: 00007ffc8c792310
mai 19 11:39:25 curie kernel: R10: 000055942ca49e30 R11: 0000000000000246 R12: 00007ffc8c792490
mai 19 11:39:25 curie kernel: R13: 000055942ca49e30 R14: 000055942aed2c20 R15: 00007ffc8c795a40
I understand those are rather extreme conditions: I would fully expect the pool to stop working if the underlying drives disappear. What doesn't seem acceptable is that a command would completely hang like this.

References See the zfs documentation for more information about ZFS, and tubman for another installation and migration procedure.

10 November 2022

Alastair McKinstry: Government approves T&Cs for first offshore wind auction under the ...

Government approves T&Cs for first offshore wind auction under the Renewable Electricity Support Scheme ORESS 1 expected to secure 2.5GW of electricity generating capacity #GreensInGovernment The Government has today approved the Terms and Conditions of ORESS 1, the first auction for offshore wind under the Renewable Electricity Support Scheme. This is a seminal moment in the delivery of offshore wind in Ireland. The offshore auction, the first in Ireland's history, is expected to provide a route to market for up to 2.5GW of offshore renewable energy to the Irish grid, enough to power 2.5 million Irish homes with clean electricity. Coming during the weeks of COP27, publishing details of the auction sends a strong international signal that Ireland is serious about offshore energy and our national climate targets and obligations. Recognising the critical role of local hosting communities in the development of this critical infrastructure, all offshore wind projects developed via ORESS will be required to make Community Benefit Fund contributions, from construction phase and continuing for the duration of the support period, typically for a total period of 25 years. This will result in lasting, tangible benefits for these communities. Speaking about this development, Minister Ryan said: The publication of these ORESS 1 Terms and Conditions is another massive step forward for offshore wind, for Irish climate leadership and towards Ireland s future as an international green energy hub. The first stage of this transformative auction will start before Christmas and it sets us on a path to powering many more of our homes and businesses from our own green energy resources over the coming years. It follows the enactment of the Maritime Area Planning Act last year, and the announcement regarding the awarding of Maritime Area Consents to Phase One projects last month. A final ORESS 1 auction calendar will be published by EirGrid shortly. The pre-qualification stage will launch next month (December). The qualification stage and the auction process will take place in the first half of 2023. Final auction results will be published by June 2023. Eligible projects Any project that has been awarded a Maritime Area Consent is eligible to partake in the ORESS 1 auction. Seven projects known as Relevant Projects were deemed ready to apply for Maritime Area Consents in Spring 2022. Once Maritime Area Consents are granted, these projects can not only compete for State support via the ORESS, but can also apply for planning permission from An Bord Plean la. Delivering on our broader targets ORESS 1 is expected to procure approximately 2.5GW of electricity generating capacity. Further auctions will be required to meet our renewable energy and climate ambitions. At least three offshore energy auctions are currently planned for this decade. The aim is to progress enough viable offshore projects through the consenting system to have competitive auctions. This will ultimately drive down cost for electricity consumers.

3 November 2022

Alastair McKinstry: New Planning and Environment Court will reform planning appeals pro...

New Planning and Environment Court will reform planning appeals process #GreensInGovernment The Green Party has fulfilled an important Programme for Government commitment following the cabinet's decision to establish a new division of the High Court to specialise in environmental and planning issues. This is a major reform that will allow planning law to operate in a more efficient and environmentally friendly manner. Steven Matthews TD, Green Party Spokesperson for Planning and Local Government, explained the aim of the new court; The goal is to ensure that our judicial system has the capacity to decide cases as quickly as possible within a growing and increasingly complex body of Irish and EU environmental law. Timely access to justice is a cornersto ne of the effective rule of law and an international legal commitment Ireland has entered under the Aarhus Convention. This is extremely pressing given the urgent need to ease the pressure on the housing system and develop the infrastructure we need to transition to a zero-carbon economy." The Green Party is committed to ensuring the new Court will have the resources to fulfil its role. The Government will pass new legislation to allow the number of judges to be increased and provide the necessary exchequer funding to pay for these judges. The new Court will hear all the cases currently taken by the High Court s Commercial Planning and Strategic Infrastructure Development List and other major environmental cases. This is likely to include all major infrastructure cases as well as many cases relating to EU Environmental Law such as Environmental Impact Assessment, Strategic Environmental Assessment, Birds/Habitats, the Water Framework Directive and the Industrial Emissions Directive.

28 October 2022

Shirish Agarwal: Shantaram, The Pyramid, Japan s Hikikomori & Backpack

Shantaram I know I have been quite behind in review of books but then that s life. First up is actually not as much as a shocker but somewhat of a pleasant surprise. So, a bit of background before I share the news. If you have been living under a rock, then about 10-12 years ago a book called Shantaram was released. While the book is said to have been released in 2003/4 I got it in my hand around 2008/09 or somewhere around that. The book is like a good meal, a buffet. To share the synopsis, Lin a 20 something Australian guy gets involved with a girl, she encourages him to get into heroin, he becomes a heroin user. And drugs, especially hard drugs need constant replenishment, it is a chemical thing. So, to fund those cravings, he starts to steal, rising to rob a bank and while getting away shoots a cop who becomes dead. Now either he surrenders or is caught is unclear, but he is tortured in the jail. So one day, he escapes from prison, lands up at home of somebody who owes him a favor, gets some money, gets a fake passport and lands up in Mumbai/Bombay as it was then known. This is from where the actual story starts. And how a 6 foot something Australian guy relying on his street smartness and know how the transformation happens from Lin to Shantaram. Now what I have shared is perhaps just 5% of the synopsis, as shared the real story starts here. Now the good news, last week 4 episodes of Shantaram were screened by Apple TV. Interestingly, I have seen quite a number people turning up to buy or get this book and also sharing it on Goodreads. Now there seems to have been some differences from the book to TV. Now I m relying on 10-12 year back memory but IIRC Khaderbhai, one of the main characters who sort of takes Lin/Shantaram under his wing is an Indian. In the series, he is a western or at least looks western/Middle Eastern to me. Also, they have tried to reproduce 1980s in Mumbai/Bombay but dunno how accurate they were  My impression of that city from couple of visits at that point in time where they were still more tongas (horse-ridden carriages), an occasional two wheelers and not many three wheelers. Although, it was one of the more turbulent times as lot of agitation for worker rights were happening around that time and a lot of industrial action. Later that led to lot of closure of manufacturing in Bombay and it became more commercial. It would be interesting to know whether they shot it in actual India or just made a set somewhere in Australia, where it possibly might have been shot. The chawl of the book needs a bit of arid land and Australia has lots of it. It is also interesting as this was a project that had who s who interested in it for a long time but somehow none of them was able to bring the project to fruition, the project seems to largely have an Australian cast as well as second generations of Indians growing in Australia. To take names, Amitabh Bacchan, Johnny Depp, Russel Crowe each of them wanted to make it into a feature film. In retrospect, it is good it was not into a movie, otherwise they would have to cut a lot of material and that perhaps wouldn t have been sufficient. Making it into a web series made sure they could have it in multiple seasons if people like it. There is a lot between now and 12 episodes to even guess till where it would leave you then. So, if you have not read the book and have some holidays coming up, can recommend it. The writing IIRC is easy and just flows. There is a bit of action but much more nuance in the book while in the web series they are naturally more about action. There is also quite a bit of philosophy between him and Kaderbhai and while the series touches upon it, it doesn t do justice but then again it is being commercially made. Read the book, see the series and share your thoughts on what you think. It is possible that the series might go up or down but am sharing from where I see it, may do another at the end of the season, depending on where they leave it and my impressions. Update A slight update from the last blog post. Seems Rishi Sunak seems would be made PM of UK. With Hunt as chancellor and Rishi Sunak, Austerity 2.0 seems complete. There have been numerous articles which share how austerity gives rises to fascism and vice-versa. History gives lot of lessons about the same. In Germany, when the economy was not good, it was all blamed on the Jews for number of years. This was the reason for rise of Hitler, and while it did go up by a bit, propaganda by him and his loyalists did the rest. And we know and have read about the Holocaust. Today quite a few Germans deny it or deny parts of it but that s how misinformation spreads. Also Hitler is looked now more as an aberration rather than something to do with the German soul. I am not gonna talk more as there is still lots to share and that actually perhaps requires its own blog post to do justice for the same.

The Pyramid by Henning Mankell I had actually wanted to review this book but then the bomb called Shantaram appeared and I had to post it above. I had read two-three books before it, but most of them were about multiple beheadings and serial killers. Enough to put anybody into depression. I do not know if modern crime needs to show crime and desperation of and to such a level. Why I and most loved and continue to love Sherlock Holmes as most stories were not about gross violence but rather a homage to the art of deduction, which pretty much seems to be missing in modern crime thrillers rather than grotesque stuff. In that, like a sort of fresh air I read/am reading the Pyramid by Henning Mankell. The book is about a character made by Monsieur Henning Mankell named Kurt Wallender. I am aware of the series called Wallender but haven t yet seen it. The book starts with Wallender as a beat cop around age 20 and on his first case. He is ambitious, wants to become a detective and has a narrow escape with death. I wouldn t go much into it as it basically gives you an idea of the character and how he thinks and what he does. He is more intuitive by nature and somewhat of a loner. Probably most detectives IRL are, dunno, have no clue. At least in the literary world it makes sense, in real world think there would be much irony for sure. This is speculation on my part, who knows. Back to the book though. The book has 5 stories a sort of prequel one could say but also not entirely true. The first case starts when he is a beat cop in 1969 and he is just a beat cop. It is a kind of a prequel and a kind of an anthology as he covers from the first case to the 1990s where he is ending his career sort of. Before I start sharing about the stories in the book, I found the foreword also quite interesting. It asks questions about the interplay of the role of welfare state and the Swedish democracy. Incidentally did watch couple of videos about a sort of mixed sort of political representation that happens in Sweden. It uses what is known as proportional representation. Ironically, Sweden made a turn to the far right this election season. The book was originally in Swedish and were translated to English by Ebba Segerberg and Laurie Thompson. While all the stories are interesting, would share the last three or at least ask the questions of intrigue. Of course, to answer them you would need to read the book  So the last three stories I found the most intriguing. The first one is titled Man on the Beach. Apparently, a gentleman goes to one of the beaches, a sort of lonely beach, hails a taxi and while returning suddenly dies. The Taxi driver showing good presence of mind takes it to hospital where the gentleman is declared dead on arrival. Unlike in India, he doesn t run away but goes to the cafeteria and waits there for the cops to arrive and take his statement. Now the man is in his early 40s and looks to be fit. Upon searching his pockets he is found to relatively well-off and later it turns out he owns a couple of shops. So then here are the questions ? What was the man doing on a beach, in summer that beach is somewhat popular but other times not so much, so what was he doing there? How did he die, was it a simple heart attack or something more? If he had been drugged or something then when and how? These and more questions can be answered by reading the story Man on the Beach . 2. The death of a photographer Apparently, Kurt lives in a small town where almost all the residents have been served one way or the other by the town photographer. The man was polite and had worked for something like 40 odd years before he is killed/murdered. Apparently, he is murdered late at night. So here come the questions a. The shop doesn t even stock any cameras and his cash box has cash. Further investigation reveals it is approximate to his average takeout for the day. So if it s not for cash, then what is the motive ? b. The body was discovered by his cleaning staff who has worked for almost 20 years, 3 days a week. She has her own set of keys to come and clean the office? Did she give the keys to someone, if yes why? c. Even after investigation, there is no scandal about the man, no other woman or any vices like gambling etc. that could rack up loans. Also, nobody seems to know him and yet take him for granted till he dies. The whole thing appears to be quite strange. Again, the answers lie in the book. 3. The Pyramid Kurt is sleeping one night when the telephone rings. The scene starts with a Piper Cherokee, a single piston aircraft flying low and dropping something somewhere or getting somebody from/on the coast of Sweden. It turns and after a while crashes. Kurt is called to investigate it. Turns out, the plane was supposed to be destroyed. On crash, both the pilot and the passenger are into pieces so only dental records can prove who they are. Same day or a day or two later, two seemingly ordinary somewhat elderly women, spinsters, by all accounts, live above the shop where they sell buttons and all kinds of sewing needs of the town. They seem middle-class. Later the charred bodies of the two sisters are found :(. So here come the questions a.Did the plane drop something or pick something somebody up ? The Cherokee is a small plane so any plane field or something it could have landed up or if a place was somehow marked then could be dropped or picked up without actually landing. b. The firefighter suspects arson started at multiple places with the use of petrol? The question is why would somebody wanna do that? The sisters don t seem to be wealthy and practically everybody has bought stuff from them. They weren t popular but weren t also unpopular. c. Are the two crimes connected or unconnected? If connected, then how? d. Most important question, why the title Pyramid is given to the story. Why does the author share the name Pyramid. Does he mean the same or the original thing? He could have named it triangle. Again, answers to all the above can be found in the book. One thing I also became very aware of during reading the book that it is difficult to understand people s behavior and what they do. And this is without even any criminality involved in. Let s say for e.g. I die in some mysterious circumstances, the possibility of the police finding my actions in last days would be limited and this is when I have hearing loss. And this probably is more to do with how our minds are wired. And most people I know are much more privacy conscious/aware than I am.

Japan s Hikikomori Japan has been a curious country. It was more or less a colonizer and somewhat of a feared power till it dragged the U.S. unnecessarily in World War 2. The result of the two atom bombs and the restitution meant that Japan had to build again from the ground up. It is also in a seismically unstable place as they have frequent earthquakes although the buildings are hardened/balanced to make sure that vibrations don t tear buildings apart. Had seen years ago on Natgeo a documentary that explains all that. Apart from that, Japan was helped by the Americans and there was good kinship between them till the 1980s till it signed the Plaza Accord which enhanced asset price bubbles that eventually burst. Something from which they are smarting even today. Japan has a constitutional monarchy. A somewhat history lesson or why it exists even today can be found here. Asset price bubbles of the 1980s, more than 50 percent of the population on zero hour contracts and the rest tend to suffer from overwork. There is a term called Karoshi that explains all. An Indian pig-pen would be two, two and a half times larger than a typical Japanese home. Most Japanese live in micro-apartments called konbachiku . All of the above stresses meant that lately many young Japanese people have become Hikikomori. Bloomberg featured about the same a couple of years back. I came to know about it as many Indians are given the idea of Japan being a successful country without knowing the ills and issues it faces. Even in that most women get the wrong end of the short stick i.e. even it they manage to find jobs, it would be most back-breaking menial work. The employment statistics of Japan s internal ministry tells its own story.

If you look at the data above, it seems that the between 2002 and 2019, the share of zero hour contracts has increased while regular work has decreased. This also means that those on the bottom of the ladder can no longer afford a home. There is and was a viral video called Lost in Manboo that went viral few years ago. It is a perfect set of storms. Add to that the Fukushima nuclear incident about which I had shared a few years ago. While the workers are blamed but all design decisions are taken by the management. And as was shown in numerous movies, documentaries etc. Interestingly, and somewhat ironically, the line workers knew the correct things to do and correct decisions to take unlike the management. The shut-ins story is almost a decade or two decades old. It is similar story in South Korea but not as depressive as the in Japan. It is somewhat depressive story but needed to be shared. The stories shared in the bloomberg article makes your heart ache

Backpacks In and around 2015, I had bought a Targus backpack, very much similar to the Targus TSB194US-70 Motor 16-inch Backpack. That bag has given me a lot of comfort over the years but now has become frayed the zip sometimes work and sometimes doesn t. Unlike those days there are a bunch of companies now operating in India. There are eight different companies that I came to know about, Aircase, Harrisons Sirius, HP Oddyssey, Mokobara, Artic Hunter, Dell Pro Hybrid, Dell Roller Backpack and lastly the Decathlon Quechua Hiking backpack 32L NH Escape 500 . Now of all the above, two backpacks seem the best, the first one is Harrisons Sirius, with 45L capacity, I don t think I would need another bag at all. The runner-up is the Decathlon Quecha Hiking Backpack 32L. One of the better things in all the bags is that all have hidden pockets for easy taking in and out of passport while having being ant-theft. I do not have to stress how stressful it is to take out the passport and put it back in. Almost all the vendors have made sure that it is not a stress point anymore. The good thing about the Quecha is that they are giving 10 years warranty, the point to be asked is if that is does the warranty cover the zip. Zips are the first thing that goes out in bags.That actually has what happened to my current bag. Decathlon has a store in Wakad, Pune while I have reached out to the gentleman in charge of Harrisons India to see if they have a reseller in Pune. So hopefully, in next one week I should have a backpack that isn t spilling with things all over the place, whichever I m able to figure out.

16 October 2022

Vincent Fourmond: Tutorial: analysis of multiwavelength fast kinetics data

The purpose of this post is to demonstrate a first approach to the analysis of multiwavelength kinetic data, like those obtained using stopped-flow data. To practice, we will use data that were acquired during the stopped flow practicals of the MetBio summer school from the FrenchBIC. During the practicals, the student monitored the reaction of myoglobin (in its Fe(III) state) with azide, which yields a fast and strong change in the absorbance spectrum of the protein, which was monitored using a diode array. The data is publicly available on zenodo. Aims of this tutorial The purpose of this tutorial is to teach you to use the free softwareQSoas to run a simple, multiwavelength exponential fit on the data, and to look at the results. This is not a kinetics lecture, so that it will not go in depth about the use of the exponential fit and its meaning. Getting started: loading the file First, make sure you have a working version of QSoas, you can download them (for free) there. Then download the data files from zenodo. We will work only on the data file Azide-1.25mm_001.dat, but of course, the purpose of this tutorial is to enable you to work on all of them. The data files contain the time evolution of the absorbance for all wavelengths, in a matrix format, in which each row correpond to a time point and each column to a wavelength. Start QSoas, and launch the command:
QSoas> load /comments='"'
Then, choose the Azide-1.25mm_001.dat data file. This should bring up a horizontal red line at the bottom of the data display, with X values between about 0 and 2.5. If you zoom on the red line with the mouse wheel, you'll realize it is data. The /comments='"' part is very important since it allows the extraction of the wavelength from the data. We will look at what it means another day. At this stage, you can look at the loaded data using the command:
QSoas> edit
You should have a window looking like this:
The rows each correspond to a data point displayed on the window below. The first column correspond to the X values, the second the Y values, and all the other ones to extra Y columns (they are not displayed by default). What is especially interesting is the first row, which contains a nan as the X value and what is obviously the wavelength for all the Y values. To tell that QSoas should take this line as the wavelength (which will be the perpendicular coordinate, the coordinate of the other direction of the matrix), first close the edit window and run:
QSoas> set-perp /from-row=0
Splitting and fitting Now, we have a single dataset containing a lot of Y columns. We want to fit all of them simultaneously with a (mono) exponential fit. For that, we first need to split the big matrix into a series of X,Y datasets (because fitting only works on the first Y). This is possible by running:
QSoas> expand /style=red-to-blue /flags=kinetics
Your screen should now look like this:
You're looking at the kinetics at all wavelengths at the same time (this may take some time to display on your computer, it is after all a rather large number of data points). The /style=red-to-blue is not strictly necessary, but it gives the red to blue color gradient which makes things easier to look at (and cooler !). The /flags=kinetics is there to attach a label (a flag) to the newly created datasets so we can easily manipulate all of them at the same time. Then it's time to fit, with the following command:
QSoas> mfit-exponential-decay flagged:kinetics
This should bring up a new window. After resizing it, you should have something that looks like this:
The bottom of the fit window is taken by the parameters, each with two checkboxes on the right to set them fixed (i.e. not determined by the fitting mechanism) and/or global (i.e. with a single value for all the datasets, here all the wavelengths). The top shows the current dataset along with the corresponding fit (in green), and, below, the residuals. You can change the dataset by clicking on the horizontal arrows or using Ctrl+PgUp or Ctrl+PgDown (keep holding it to scan fast). See the Z = 728.15 showing that QSoas has recognized that the currently displayed dataset corresponds to the wavelength 728.15. The equation fitted to the data is: $$y(x) = A_\infty + A_1 \times \exp -(x - x_0)/\tau_1$$ In this case, while the \(A_1\) and \(A_\infty\) parameters clearly depend on the wavelength, the time constant of evolution should be independent of wavelength (the process happens at a certain rate regardless of the wavelength we're analyzing), so that the \(\tau_1\) parameter should be common for all the datasets/wavelengths. Just click on the global checkbox at the right of the tau_1 parameter, make sure it is checked, and hit the Fit button... The fit should not take long (less than a minute), and then you end up with the results of the fits: all the parameters. The best way to look at the non global parameters like \(A_1\) and \(A_\infty\) is to use the Show Parameters item from the Parameters menu. Using it and clicking on A_inf too should give you a display like this one:
The A_inf parameter corresponds to the spectum at infinite time (of azide-bound heme), while the A_1 parameter corresponds to the difference spectrum between the initial (azide-free) and final (azide-bound) states. Now, the fit is finished, you can save the parameters if you want to reload them in a later fit by using the Parameters/Save menu item or export them in a form more suitable for plotting using Parameters/Export (although QSoas can also display and the parameters saved using Save). This concludes this first approach to fitting the data. What you can do is How to read the code above All the lines starting by QSoas> in the code areas above are meant to be typed into the QSoas command line (at the bottom of the window), and started by pressing enter at the end. You must remove the QSoas> bit. The other lines (when applicable) show you the response of QSoas, in the terminal just above the command-line. You may want to play with the QSoas tutorial to learn more about how to interact with QSoas. About QSoas QSoas is a powerful open source data analysis program that focuses on flexibility and powerful fitting capacities. It is released under the GNU General Public License. It is described in Fourmond, Anal. Chem., 2016, 88 (10), pp 5050 5052. Current version is 3.1. You can freely (and at no cost) download its source code or precompiled versions for MacOS and Windows there. Alternatively, you can clone from the GitHub repository.
Contact: find my email address there, or contact me on LinkedIn.

14 October 2022

Shirish Agarwal: Dowry, Racism, Railways

Dowry Few days back, had posted about the movie Raksha Bandhan and whatever I felt about it. Sadly, just couple of days back, somebody shared this link. Part of me was shocked and part of me was not. Couple of acquaintances of mine in the past had said the same thing for their daughters. And in such situations you are generally left speechless because you don t know what the right thing to do is. If he has shared it with you being an outsider, how many times he must have told the same to their wife and daughters? And from what little I have gathered in life, many people have justified it on similar lines. And while the protests were there, sadly the book was not removed. Now if nurses are reading such literature, how their thought process might be forming, you can tell :(. And these are the ones whom we call for when we are sick and tired :(. And I have not taken into account how the girls/women themselves might be feeling. There are similar things in another country but probably not the same, nor the same motivations though although feeling helplessness in both would be a common thing. But such statements are not alone. Another gentleman in slightly different context shared this as well
The above is a statement shared in a book recommended for CTET (Central Teacher s Eligibility Test that became mandatory to be taken as the RTE (Right To Education) Act came in.). The statement says People from cold places are white, beautiful, well-built, healthy and wise. And people from hot places are black, irritable and of violent nature. Now while I can agree with one part of the statement that people residing in colder regions are more fair than others but there are loads of other factors that determine fairness or skin color/skin pigmentation. After a bit of search came to know that this and similar articulation have been made in an idea/work called Environmental Determinism . Now if you look at that page, you would realize this was what colonialism is and was all about. The idea that the white man had god-given right to rule over others. Similarly, if you are fair, you can lord over others. Seems simplistic, but yet it has a powerful hold on many people in India. Forget the common man, this thinking is and was applicable to some of our better-known Freedom fighters. Pune s own Bal Gangadhar Tilak The Artic Home to the Vedas. It sort of talks about Aryans and how they invaded India and became settled here. I haven t read or have access to the book so have to rely on third-party sources. The reason I m sharing all this is that the right-wing has been doing this myth-making for sometime now and unless and until you put a light on it, it will continue to perpetuate  . For those who have read this blog, do know that India is and has been in casteism from ever. They even took the fair comment and applied it to all Brahmins. According to them, all Brahmins are fair and hence have god-given right to lord over others. What is called the Eton boy s network serves the same in this casteism. The only solution is those idea under limelight and investigate. To take the above, how does one prove that all fair people are wise and peaceful while all people black and brown are violent. If that is so, how does one count for Mahatma Gandhi, Martin Luther King Junior, Nelson Mandela, Michael Jackson the list is probably endless. And not to forget that when Mahatma Gandhiji did his nonviolent movements either in India or in South Africa, both black and brown people in millions took part. Similar examples of Martin Luther King Jr. I know and read of so many non-violent civl movements that took place in the U.S. For e.g. Rosa Parks and the Montgomery Bus Boycott. So just based on these examples, one can conclude that at least the part about the fair having exclusive rights to being fair and noble is not correct. Now as far as violence goes, while every race, every community has had done violence in the past or been a victim of the same. So no one is and can be blameless, although in light of the above statement, the question can argumentated as to who were the Vikings? Both popular imagination and serious history shares stories about Vikings. The Vikings were somewhat nomadic in nature even though they had permanent settlements but even then they went on raids, raped women, captured both men and women and sold them at slaves. So they are what pirates came to be, but not the kind Hollywood romanticizes about. Europe in itself has been a tale in conflict since time immemorial. It is only after the formation of EU that most of these countries stopped fighting each other From a historical point perspective, it is too new. So even the part of fair being non-violent dies in face of this evidence. I could go on but this is enough on that topic.

Railways and Industrial Action around the World. While I have shared about Railways so many times on this blog, it continues to fascinate me that how people don t understand the first things about Railways. For e.g. Railways is a natural monopoly. What that means is and you can look at all and any type of privatization around the world, you will see it is a monopoly. Unlike the road or Skies, Railways is and would always be limited by infrastructure and the ability to have new infrastructure. Unlike in road or Skies (even they have their limits) you cannot run train services on a whim. At any particular point in time, only a single train could and should occupy a stretch of Railway network. You could have more trains on one line, but then the likelihood of front or rear-end collisions becomes a real possibility. You also need all sorts of good and reliable communications, redundant infrastructure so if one thing fails then you have something in place. The reason being a single train can carry anywhere from 2000 to 5000 passengers or more. While this is true of Indian Railways, Railways around the world would probably have some sort of similar numbers.It is in this light that I share the below videos.
To be more precise, see the fuller video
Now to give context to the recording above, Mike Lynch is the general secretary at RMT. For those who came in late, both UK and the U.S. have been threatened by railway strikes. And the reason for the strikes or threat of strikes is similar. Now from the company perspective, all they care is to invest less and make the most profits that can be given to equity shareholders. At the same time, they have freezed the salaries of railway workers for the last 3 years. While the politicians who were asking the questions, apparently gave themselves raise twice this year. They are asking them to negotiate at 8% while inflation in the UK has been 12.3% and projected to go higher. And it is not only the money. Since the 1980s when UK privatized the Railways, they stopped investing in the infrastructure. And that meant that the UK Railway infrastructure over period of time started getting behind and is even behind say Indian Railways which used to provide most bang for the buck. And Indian Railways is far from ideal. Ironically, most of the operators on UK are nationalized Railways of France, Germany etc. but after the hard Brexit, they too are mulling to cut their operations short, they have too  There is also the EU Entry/Exit system that would come next year. Why am I sharing about what is happening in UK Rail, because the Indian Government wants to follow the same thing, and fooling the public into saying we would do it better. What inevitably will happen is that ticket prices go up, people no longer use the service, the number of services go down and eventually they are cancelled. This has happened both in Indian Railways as well as Airlines. In fact, GOI just recently announced a credit scheme just a few days back to help Airlines stay afloat. I was chatting with a friend who had come down to Pune from Chennai and the round-trip cost him INR 15k/- on that single trip alone. We reminisced how a few years ago, 8 years to be precise, we could buy an Air ticket for 2.5k/- just a few days before the trip and did it. I remember doing/experiencing at least a dozen odd trips via air in the years before 2014. My friend used to come to Pune, almost every weekend because he could afford it, now he can t do that. And these are people who are in the above 5-10% of the population. And this is not just in UK, but also in the United States. There is one big difference though, the U.S. is mainly a freight carrier while the UK Railway Operations are mostly passenger based. What was and is interesting that Scotland had to nationalize their services as they realized the Operators cannot or will not function when they were most needed. Most of the public even in the UK seem to want a nationalized rail service, at least their polls say so. So, it would definitely be interesting to see what happens in the UK next year. In the end, I know I promised to share about books, but the above incidents have just been too fascinating to not just share the news but also share what I think about them. Free markets function good where there is competition, for example what is and has been happening in China for EV s but not where you have natural monopolies. In all Railway privatization, you have to handover the area to one person, then they have no motivation. If you have multiple operators, then there would always be haggling as to who will run the train and at what time. In either scenario, it doesn t work and raises prices while not delivering anything better  I do take examples from UK because lot of things are India are still the legacy of the British. The whole civil department that was created in 1953 is/was a copy of the British civil department at that time and it is to this day. P.S. Just came to know that the UK Chancellor Kwasi Kwarteng was just sacked as UK Chancellor. I do commend Truss for facing the press even though she might be dumped a week later unlike our PM who hasn t faced a single press conference in the last 8 odd years.

https://www.youtube.com/watch?v=oTP6ogBqU7of The difference in Indian and UK politics seems to be that the English are now asking questions while here in India, most people are still sleeping without a care in the world. Another thing to note Minidebconf Palakkad is gonna happen 12-13th November 2022. I am probably not gonna go but would request everyone who wants to do something in free software to attend it. I am not sure whether I would be of any use like this and also when I get back, it would be an empty house. But for people young and old, who want to do anything with free/open source software it is a chance not to be missed. Registration of the same closes on 1st of November 2022. All the best, break a leg  Just read this, beautifully done.

4 October 2022

Russ Allbery: Review: The Dragon Never Sleeps

Review: The Dragon Never Sleeps, by Glen Cook
Publisher: Night Shade Books
Copyright: 1988
Printing: 2008
ISBN: 1-59780-099-6
Format: MOBI
Pages: 449
Canon Space is run, in a way, by the noble mercantile houses, who spread their cities, colonies, and mines through the mysterious Web that allows faster-than-light interstellar travel. The true rulers of Canon Space, though, are the Guardships: enormous, undefeatable starships run by crews who have become effectively immortal by repeated uploading and reincarnation. Or, in the case of the Deified, without reincarnation, observing, ordering, advising, and meddling from an entirely virtual existence. The Guardships have enforced the status quo for four thousand years. House Tregesser thinks they have the means to break the stranglehold of the Guardships. They have contact with Outsiders from beyond Canon Space who can provide advanced technology. They have their own cloning technology, which they use to create backup copies of their elites. And they have Lupo Provik, a quietly brilliant schemer who has devoted his life to destroying Guardships. This book was so bad. A more sensible person than I would have given up after the first hundred pages, but I was too stubborn. The stubbornness did not pay off. Sometimes I pick up an older SFF novel and I'm reminded of how much the quality bar in the field has been raised over the past twenty years. It's not entirely fair to treat The Dragon Never Sleeps as typical of 1980s science fiction: Cook is far better known for his Black Company military fantasy series, this is one of his minor novels, and it's only been intermittently in print. But I'm dubious this would have been published at all today. First, the writing is awful. It's choppy, cliched, awkward, and has no rhythm or sense of beauty. Here's a nearly random paragraph near the beginning of the book as a sample:
He hurled thunders and lightnings with renewed fury. The whole damned universe was out to frustrate him. XII Fulminata! What the hell? Was some malign force ranged against him? That was his most secret fear. That somehow someone or something was using him the way he used so many others.
(Yes, this is one of the main characters throwing a temper tantrum with a special effects machine.) In a book of 450 pages, there are 151 chapters, and most chapters switch viewpoint characters. Most of them also end with a question or some vaguely foreboding sentence to try to build tension, and while I'm willing to admit that sometimes works when used sparingly, every three pages is not sparingly. This book is also weirdly empty of description for its size. We get a few set pieces, a few battles, and a sentence or two of physical description of most characters when they're first introduced, but it's astonishing how little of a mental image I had of this universe after reading the whole book. Cook probably describes a Guardship at some point in this book, but if he does, it completely failed to stick in my memory. There are aliens that everyone recognizes as aliens, so presumably they look different than humans, but for most of them I have no idea how. Very belatedly we're told one important species (which never gets a name) has a distinctive smell. That's about it. Instead, nearly the whole book is dialogue and scheming. It's clear that Cook is intending to write a story of schemes and counter-schemes and jousting between brilliant characters. This can work if the dialogue is sufficiently sharp and snappy to carry the story. It is not.
"What mischief have you been up to, Kez Maefele?" "Staying alive in a hostile universe." "You've had more than your share of luck." "Perhaps luck had nothing to do with it, WarAvocat. Till now." "Luck has run out. The Ku Question has run its course. The symbol is about to receive its final blow."
There are hundreds of pages of this sort of thing. The setting is at least intriguing, if not stunningly original. There are immortal warships oppressing human space, mysterious Outsiders, great house politics, and an essentially immortal alien warrior who ends up carrying most of the story. That's material for a good space opera if the reader slowly learns the shape of the universe, its history, and its landmarks and political factions. Or the author can decline to explain any of that. I suppose that's also a choice. Here are some things that you may have been curious about after reading my summary, and which I'm still curious about after having finished the book: What laws do the Guardships impose and what's the philosophy behind those laws? How does the economic system work? Who built the Guardships originally, and how? How do the humans outside of Canon Space live? Who are the Ku? Why did they start fighting the humans? How many other aliens are there? What do they think of this? How does the Canon government work? How have the Guardships remained technologically superior for four thousand years? Even where the reader gets a partial explanation, such as what Web is and how it was built, it's an unimportant aside that's largely devoid of a sense of wonder. The one piece of world-building that this book is interested in is the individual Guardships and the different ways in which they've handled millennia of self-contained patrol, and even there we only get to see a few of them. There is a plot with appropriately epic scope, but even that is undermined by the odd pacing. Five, ten, or fifty years sometimes goes by in a sentence. A war starts, with apparently enormous implications for Canon Space, and then we learn that it continues for years without warranting narrative comment. This is done without transitions and without signposts for the reader; it's just another sentence in the narration, mixed in with the rhetorical questions and clumsy foreshadowing. I would like to tell you that at least the book has a satisfying ending that resolves the plot conflict that it finally reveals to the reader, but I had a hard time understanding why the ending even mattered. The plot was so difficult to follow that I'm sure I missed something, but it's not difficult to follow in the fun way that would make me want to re-read it. It's difficult to follow because Cook doesn't seem able to explain the plot in his head to the reader in any coherent form. I think the status quo was slightly disrupted? Maybe? Also, I no longer care. Oh, and there's a gene-engineered sex slave in this book, who various male characters are very protective and possessive of, who never develops much of a personality, and who has no noticeable impact on the plot despite being a major character. Yay. This was one of the worst books I've read in a long time. In retrospect, it was an awful place to start with Glen Cook. Hopefully his better-known works are also better-written, but I can't say I feel that inspired to find out. Rating: 2 out of 10

28 September 2022

Vincent Fourmond: Version 3.1 of QSoas is out

The new version of QSoas has just been released ! It brings in a host of new features, as the releases before, but maybe the most important change is the following... Binary images now freely available ! Starting from now, all the binary images for the new versions of QSoas will freely available from the download page. You can download the precompiled versions of QSoas for MacOS or windows. So now, you have no reason anymore not to try !
My aim with making the binaries freely available is also to simplify the release process for me and therefore increase the rate at which new versions are released. Improvements to the fit interface Some work went into improving the fit interface, in particular for the handling of fit trajectories when doing parameter space exploration, for difficult fits with many parameters and many local minima. The fit window now features real menus, along with tab a way to display the terminal (see the menus and the tabs selection on the image).
Individual fits have also been improved, with, among others, the possibility to easily simulate voltammograms with the kinetic-system fits, and the handling of Marcus-Hush-Chidsey (or Marcus "distribution of states") kinetics for electron transfers. Column and row names This release greatly improves the handling of column and row names, including commands to easily modify them, the possibility to use Ruby formulas to change them, and a much better way read and write them to data files. Mastering the use of column names (and to a lesser extent, row names) can greatly simplify data handling, especially when dealing with files with a large number of columns. Complex numbers Version 3.1 brings in support for formulas handling complex numbers. Although it is not possible to store complex numbers directly into datasets, it is easy to separate them in real and imaginary parts to your liking. Scripting improvement Two important improvements for scripting are included in version 3.1. The first is the possibility to define virtual files inside a script file, which makes it easy to define subfunctions to run using commands like run-for-each. The second is the possibility to define variables to be reused later (like the script arguments) using the new command let. There are a lot of other new features, improvements and so on, look for the full list there. About QSoas
QSoas is a powerful open source data analysis program that focuses on flexibility and powerful fitting capacities. It is released under the GNU General Public License. It is described in Fourmond, Anal. Chem., 2016, 88 (10), pp 5050 5052. Current version is 3.1. You can download its source code or precompiled versions for MacOS and Windows there. Alternatively, you can clone from the GitHub repository.

25 September 2022

Sergio Talens-Oliag: Kubernetes Static Content Server

This post describes how I ve put together a simple static content server for kubernetes clusters using a Pod with a persistent volume and multiple containers: an sftp server to manage contents, a web server to publish them with optional access control and another one to run scripts which need access to the volume filesystem. The sftp server runs using MySecureShell, the web server is nginx and the script runner uses the webhook tool to publish endpoints to call them (the calls will come from other Pods that run backend servers or are executed from Jobs or CronJobs).

HistoryThe system was developed because we had a NodeJS API with endpoints to upload files and store them on S3 compatible services that were later accessed via HTTPS, but the requirements changed and we needed to be able to publish folders instead of individual files using their original names and apply access restrictions using our API. Thinking about our requirements the use of a regular filesystem to keep the files and folders was a good option, as uploading and serving files is simple. For the upload I decided to use the sftp protocol, mainly because I already had an sftp container image based on mysecureshell prepared; once we settled on that we added sftp support to the API server and configured it to upload the files to our server instead of using S3 buckets. To publish the files we added a nginx container configured to work as a reverse proxy that uses the ngx_http_auth_request_module to validate access to the files (the sub request is configurable, in our deployment we have configured it to call our API to check if the user can access a given URL). Finally we added a third container when we needed to execute some tasks directly on the filesystem (using kubectl exec with the existing containers did not seem a good idea, as that is not supported by CronJobs objects, for example). The solution we found avoiding the NIH Syndrome (i.e. write our own tool) was to use the webhook tool to provide the endpoints to call the scripts; for now we have three:
  • one to get the disc usage of a PATH,
  • one to hardlink all the files that are identical on the filesystem,
  • one to copy files and folders from S3 buckets to our filesystem.

Container definitions

mysecureshellThe mysecureshell container can be used to provide an sftp service with multiple users (although the files are owned by the same UID and GID) using standalone containers (launched with docker or podman) or in an orchestration system like kubernetes, as we are going to do here. The image is generated using the following Dockerfile:
ARG ALPINE_VERSION=3.16.2
FROM alpine:$ALPINE_VERSION as builder
LABEL maintainer="Sergio Talens-Oliag <sto@mixinet.net>"
RUN apk update &&\
 apk add --no-cache alpine-sdk git musl-dev &&\
 git clone https://github.com/sto/mysecureshell.git &&\
 cd mysecureshell &&\
 ./configure --prefix=/usr --sysconfdir=/etc --mandir=/usr/share/man\
 --localstatedir=/var --with-shutfile=/var/lib/misc/sftp.shut --with-debug=2 &&\
 make all && make install &&\
 rm -rf /var/cache/apk/*
FROM alpine:$ALPINE_VERSION
LABEL maintainer="Sergio Talens-Oliag <sto@mixinet.net>"
COPY --from=builder /usr/bin/mysecureshell /usr/bin/mysecureshell
COPY --from=builder /usr/bin/sftp-* /usr/bin/
RUN apk update &&\
 apk add --no-cache openssh shadow pwgen &&\
 sed -i -e "s ^.*\(AuthorizedKeysFile\).*$ \1 /etc/ssh/auth_keys/%u "\
 /etc/ssh/sshd_config &&\
 mkdir /etc/ssh/auth_keys &&\
 cat /dev/null > /etc/motd &&\
 add-shell '/usr/bin/mysecureshell' &&\
 rm -rf /var/cache/apk/*
COPY bin/* /usr/local/bin/
COPY etc/sftp_config /etc/ssh/
COPY entrypoint.sh /
EXPOSE 22
VOLUME /sftp
ENTRYPOINT ["/entrypoint.sh"]
CMD ["server"]
The /etc/sftp_config file is used to configure the mysecureshell server to have all the user homes under /sftp/data, only allow them to see the files under their home directories as if it were at the root of the server and close idle connections after 5m of inactivity:
etc/sftp_config
# Default mysecureshell configuration
<Default>
   # All users will have access their home directory under /sftp/data
   Home /sftp/data/$USER
   # Log to a file inside /sftp/logs/ (only works when the directory exists)
   LogFile /sftp/logs/mysecureshell.log
   # Force users to stay in their home directory
   StayAtHome true
   # Hide Home PATH, it will be shown as /
   VirtualChroot true
   # Hide real file/directory owner (just change displayed permissions)
   DirFakeUser true
   # Hide real file/directory group (just change displayed permissions)
   DirFakeGroup true
   # We do not want users to keep forever their idle connection
   IdleTimeOut 5m
</Default>
# vim: ts=2:sw=2:et
The entrypoint.sh script is the one responsible to prepare the container for the users included on the /secrets/user_pass.txt file (creates the users with their HOME directories under /sftp/data and a /bin/false shell and creates the key files from /secrets/user_keys.txt if available). The script expects a couple of environment variables:
  • SFTP_UID: UID used to run the daemon and for all the files, it has to be different than 0 (all the files managed by this daemon are going to be owned by the same user and group, even if the remote users are different).
  • SFTP_GID: GID used to run the daemon and for all the files, it has to be different than 0.
And can use the SSH_PORT and SSH_PARAMS values if present. It also requires the following files (they can be mounted as secrets in kubernetes):
  • /secrets/host_keys.txt: Text file containing the ssh server keys in mime format; the file is processed using the reformime utility (the one included on busybox) and can be generated using the gen-host-keys script included on the container (it uses ssh-keygen and makemime).
  • /secrets/user_pass.txt: Text file containing lines of the form username:password_in_clear_text (only the users included on this file are available on the sftp server, in fact in our deployment we use only the scs user for everything).
And optionally can use another one:
  • /secrets/user_keys.txt: Text file that contains lines of the form username:public_ssh_ed25519_or_rsa_key; the public keys are installed on the server and can be used to log into the sftp server if the username exists on the user_pass.txt file.
The contents of the entrypoint.sh script are:
entrypoint.sh
#!/bin/sh
set -e
# ---------
# VARIABLES
# ---------
# Expects SSH_UID & SSH_GID on the environment and uses the value of the
# SSH_PORT & SSH_PARAMS variables if present
# SSH_PARAMS
SSH_PARAMS="-D -e -p $ SSH_PORT:=22  $ SSH_PARAMS "
# Fixed values
# DIRECTORIES
HOME_DIR="/sftp/data"
CONF_FILES_DIR="/secrets"
AUTH_KEYS_PATH="/etc/ssh/auth_keys"
# FILES
HOST_KEYS="$CONF_FILES_DIR/host_keys.txt"
USER_KEYS="$CONF_FILES_DIR/user_keys.txt"
USER_PASS="$CONF_FILES_DIR/user_pass.txt"
USER_SHELL_CMD="/usr/bin/mysecureshell"
# TYPES
HOST_KEY_TYPES="dsa ecdsa ed25519 rsa"
# ---------
# FUNCTIONS
# ---------
# Validate HOST_KEYS, USER_PASS, SFTP_UID and SFTP_GID
_check_environment()  
  # Check the ssh server keys ... we don't boot if we don't have them
  if [ ! -f "$HOST_KEYS" ]; then
    cat <<EOF
We need the host keys on the '$HOST_KEYS' file to proceed.
Call the 'gen-host-keys' script to create and export them on a mime file.
EOF
    exit 1
  fi
  # Check that we have users ... if we don't we can't continue
  if [ ! -f "$USER_PASS" ]; then
    cat <<EOF
We need at least the '$USER_PASS' file to provision users.
Call the 'gen-users-tar' script to create a tar file to create an archive that
contains public and private keys for users, a 'user_keys.txt' with the public
keys of the users and a 'user_pass.txt' file with random passwords for them 
(pass the list of usernames to it).
EOF
    exit 1
  fi
  # Check SFTP_UID
  if [ -z "$SFTP_UID" ]; then
    echo "The 'SFTP_UID' can't be empty, pass a 'GID'."
    exit 1
  fi
  if [ "$SFTP_UID" -eq "0" ]; then
    echo "The 'SFTP_UID' can't be 0, use a different 'UID'"
    exit 1
  fi
  # Check SFTP_GID
  if [ -z "$SFTP_GID" ]; then
    echo "The 'SFTP_GID' can't be empty, pass a 'GID'."
    exit 1
  fi
  if [ "$SFTP_GID" -eq "0" ]; then
    echo "The 'SFTP_GID' can't be 0, use a different 'GID'"
    exit 1
  fi
 
# Adjust ssh host keys
_setup_host_keys()  
  opwd="$(pwd)"
  tmpdir="$(mktemp -d)"
  cd "$tmpdir"
  ret="0"
  reformime <"$HOST_KEYS"   ret="1"
  for kt in $HOST_KEY_TYPES; do
    key="ssh_host_$ kt _key"
    pub="ssh_host_$ kt _key.pub"
    if [ ! -f "$key" ]; then
      echo "Missing '$key' file"
      ret="1"
    fi
    if [ ! -f "$pub" ]; then
      echo "Missing '$pub' file"
      ret="1"
    fi
    if [ "$ret" -ne "0" ]; then
      continue
    fi
    cat "$key" >"/etc/ssh/$key"
    chmod 0600 "/etc/ssh/$key"
    chown root:root "/etc/ssh/$key"
    cat "$pub" >"/etc/ssh/$pub"
    chmod 0600 "/etc/ssh/$pub"
    chown root:root "/etc/ssh/$pub"
  done
  cd "$opwd"
  rm -rf "$tmpdir"
  return "$ret"
 
# Create users
_setup_user_pass()  
  opwd="$(pwd)"
  tmpdir="$(mktemp -d)"
  cd "$tmpdir"
  ret="0"
  [ -d "$HOME_DIR" ]   mkdir "$HOME_DIR"
  # Make sure the data dir can be managed by the sftp user
  chown "$SFTP_UID:$SFTP_GID" "$HOME_DIR"
  # Allow the user (and root) to create directories inside the $HOME_DIR, if
  # we don't allow it the directory creation fails on EFS (AWS)
  chmod 0755 "$HOME_DIR"
  # Create users
  echo "sftp:sftp:$SFTP_UID:$SFTP_GID:::/bin/false" >"newusers.txt"
  sed -n "/^[^#]/   s/:/ /p  " "$USER_PASS"   while read -r _u _p; do
    echo "$_u:$_p:$SFTP_UID:$SFTP_GID::$HOME_DIR/$_u:$USER_SHELL_CMD"
  done >>"newusers.txt"
  newusers --badnames newusers.txt
  # Disable write permission on the directory to forbid remote sftp users to
  # remove their own root dir (they have already done it); we adjust that
  # here to avoid issues with EFS (see before)
  chmod 0555 "$HOME_DIR"
  # Clean up the tmpdir
  cd "$opwd"
  rm -rf "$tmpdir"
  return "$ret"
 
# Adjust user keys
_setup_user_keys()  
  if [ -f "$USER_KEYS" ]; then
    sed -n "/^[^#]/   s/:/ /p  " "$USER_KEYS"   while read -r _u _k; do
      echo "$_k" >>"$AUTH_KEYS_PATH/$_u"
    done
  fi
 
# Main function
exec_sshd()  
  _check_environment
  _setup_host_keys
  _setup_user_pass
  _setup_user_keys
  echo "Running: /usr/sbin/sshd $SSH_PARAMS"
  # shellcheck disable=SC2086
  exec /usr/sbin/sshd -D $SSH_PARAMS
 
# ----
# MAIN
# ----
case "$1" in
"server") exec_sshd ;;
*) exec "$@" ;;
esac
# vim: ts=2:sw=2:et
The container also includes a couple of auxiliary scripts, the first one can be used to generate the host_keys.txt file as follows:
$ docker run --rm stodh/mysecureshell gen-host-keys > host_keys.txt
Where the script is as simple as:
bin/gen-host-keys
#!/bin/sh
set -e
# Generate new host keys
ssh-keygen -A >/dev/null
# Replace hostname
sed -i -e 's/@.*$/@mysecureshell/' /etc/ssh/ssh_host_*_key.pub
# Print in mime format (stdout)
makemime /etc/ssh/ssh_host_*
# vim: ts=2:sw=2:et
And there is another script to generate a .tar file that contains auth data for the list of usernames passed to it (the file contains a user_pass.txt file with random passwords for the users, public and private ssh keys for them and the user_keys.txt file that matches the generated keys). To generate a tar file for the user scs we can execute the following:
$ docker run --rm stodh/mysecureshell gen-users-tar scs > /tmp/scs-users.tar
To see the contents and the text inside the user_pass.txt file we can do:
$ tar tvf /tmp/scs-users.tar
-rw-r--r-- root/root        21 2022-09-11 15:55 user_pass.txt
-rw-r--r-- root/root       822 2022-09-11 15:55 user_keys.txt
-rw------- root/root       387 2022-09-11 15:55 id_ed25519-scs
-rw-r--r-- root/root        85 2022-09-11 15:55 id_ed25519-scs.pub
-rw------- root/root      3357 2022-09-11 15:55 id_rsa-scs
-rw------- root/root      3243 2022-09-11 15:55 id_rsa-scs.pem
-rw-r--r-- root/root       729 2022-09-11 15:55 id_rsa-scs.pub
$ tar xfO /tmp/scs-users.tar user_pass.txt
scs:20JertRSX2Eaar4x
The source of the script is:
bin/gen-users-tar
#!/bin/sh
set -e
# ---------
# VARIABLES
# ---------
USER_KEYS_FILE="user_keys.txt"
USER_PASS_FILE="user_pass.txt"
# ---------
# MAIN CODE
# ---------
# Generate user passwords and keys, return 1 if no username is received
if [ "$#" -eq "0" ]; then
  return 1
fi
opwd="$(pwd)"
tmpdir="$(mktemp -d)"
cd "$tmpdir"
for u in "$@"; do
  ssh-keygen -q -a 100 -t ed25519 -f "id_ed25519-$u" -C "$u" -N ""
  ssh-keygen -q -a 100 -b 4096 -t rsa -f "id_rsa-$u" -C "$u" -N ""
  # Legacy RSA private key format
  cp -a "id_rsa-$u" "id_rsa-$u.pem"
  ssh-keygen -q -p -m pem -f "id_rsa-$u.pem" -N "" -P "" >/dev/null
  chmod 0600 "id_rsa-$u.pem"
  echo "$u:$(pwgen -s 16 1)" >>"$USER_PASS_FILE"
  echo "$u:$(cat "id_ed25519-$u.pub")" >>"$USER_KEYS_FILE"
  echo "$u:$(cat "id_rsa-$u.pub")" >>"$USER_KEYS_FILE"
done
tar cf - "$USER_PASS_FILE" "$USER_KEYS_FILE" id_* 2>/dev/null
cd "$opwd"
rm -rf "$tmpdir"
# vim: ts=2:sw=2:et

nginx-scsThe nginx-scs container is generated using the following Dockerfile:
ARG NGINX_VERSION=1.23.1
FROM nginx:$NGINX_VERSION
LABEL maintainer="Sergio Talens-Oliag <sto@mixinet.net>"
RUN rm -f /docker-entrypoint.d/*
COPY docker-entrypoint.d/* /docker-entrypoint.d/
Basically we are removing the existing docker-entrypoint.d scripts from the standard image and adding a new one that configures the web server as we want using a couple of environment variables:
  • AUTH_REQUEST_URI: URL to use for the auth_request, if the variable is not found on the environment auth_request is not used.
  • HTML_ROOT: Base directory of the web server, if not passed the default /usr/share/nginx/html is used.
Note that if we don t pass the variables everything works as if we were using the original nginx image. The contents of the configuration script are:
docker-entrypoint.d/10-update-default-conf.sh
#!/bin/sh
# Replace the default.conf nginx file by our own version.
set -e
if [ -z "$HTML_ROOT" ]; then
  HTML_ROOT="/usr/share/nginx/html"
fi
if [ "$AUTH_REQUEST_URI" ]; then
  cat >/etc/nginx/conf.d/default.conf <<EOF
server  
  listen       80;
  server_name  localhost;
  location /  
    auth_request /.auth;
    root  $HTML_ROOT;
    index index.html index.htm;
   
  location /.auth  
    internal;
    proxy_pass $AUTH_REQUEST_URI;
    proxy_pass_request_body off;
    proxy_set_header Content-Length "";
    proxy_set_header X-Original-URI \$request_uri;
   
  error_page   500 502 503 504  /50x.html;
  location = /50x.html  
    root /usr/share/nginx/html;
   
 
EOF
else
  cat >/etc/nginx/conf.d/default.conf <<EOF
server  
  listen       80;
  server_name  localhost;
  location /  
    root  $HTML_ROOT;
    index index.html index.htm;
   
  error_page   500 502 503 504  /50x.html;
  location = /50x.html  
    root /usr/share/nginx/html;
   
 
EOF
fi
# vim: ts=2:sw=2:et
As we will see later the idea is to use the /sftp/data or /sftp/data/scs folder as the root of the web published by this container and create an Ingress object to provide access to it outside of our kubernetes cluster.

webhook-scsThe webhook-scs container is generated using the following Dockerfile:
ARG ALPINE_VERSION=3.16.2
ARG GOLANG_VERSION=alpine3.16
FROM golang:$GOLANG_VERSION AS builder
LABEL maintainer="Sergio Talens-Oliag <sto@mixinet.net>"
ENV WEBHOOK_VERSION 2.8.0
ENV WEBHOOK_PR 549
ENV S3FS_VERSION v1.91
WORKDIR /go/src/github.com/adnanh/webhook
RUN apk update &&\
 apk add --no-cache -t build-deps curl libc-dev gcc libgcc patch
RUN curl -L --silent -o webhook.tar.gz\
 https://github.com/adnanh/webhook/archive/$ WEBHOOK_VERSION .tar.gz &&\
 tar xzf webhook.tar.gz --strip 1 &&\
 curl -L --silent -o $ WEBHOOK_PR .patch\
 https://patch-diff.githubusercontent.com/raw/adnanh/webhook/pull/$ WEBHOOK_PR .patch &&\
 patch -p1 < $ WEBHOOK_PR .patch &&\
 go get -d && \
 go build -o /usr/local/bin/webhook
WORKDIR /src/s3fs-fuse
RUN apk update &&\
 apk add ca-certificates build-base alpine-sdk libcurl automake autoconf\
 libxml2-dev libressl-dev mailcap fuse-dev curl-dev
RUN curl -L --silent -o s3fs.tar.gz\
 https://github.com/s3fs-fuse/s3fs-fuse/archive/refs/tags/$S3FS_VERSION.tar.gz &&\
 tar xzf s3fs.tar.gz --strip 1 &&\
 ./autogen.sh &&\
 ./configure --prefix=/usr/local &&\
 make -j && \
 make install
FROM alpine:$ALPINE_VERSION
LABEL maintainer="Sergio Talens-Oliag <sto@mixinet.net>"
WORKDIR /webhook
RUN apk update &&\
 apk add --no-cache ca-certificates mailcap fuse libxml2 libcurl libgcc\
 libstdc++ rsync util-linux-misc &&\
 rm -rf /var/cache/apk/*
COPY --from=builder /usr/local/bin/webhook /usr/local/bin/webhook
COPY --from=builder /usr/local/bin/s3fs /usr/local/bin/s3fs
COPY entrypoint.sh /
COPY hooks/* ./hooks/
EXPOSE 9000
ENTRYPOINT ["/entrypoint.sh"]
CMD ["server"]
Again, we use a multi-stage build because in production we wanted to support a functionality that is not already on the official versions (streaming the command output as a response instead of waiting until the execution ends); this time we build the image applying the PATCH included on this pull request against a released version of the source instead of creating a fork. The entrypoint.sh script is used to generate the webhook configuration file for the existing hooks using environment variables (basically the WEBHOOK_WORKDIR and the *_TOKEN variables) and launch the webhook service:
entrypoint.sh
#!/bin/sh
set -e
# ---------
# VARIABLES
# ---------
WEBHOOK_BIN="$ WEBHOOK_BIN:-/webhook/hooks "
WEBHOOK_YML="$ WEBHOOK_YML:-/webhook/scs.yml "
WEBHOOK_OPTS="$ WEBHOOK_OPTS:--verbose "
# ---------
# FUNCTIONS
# ---------
print_du_yml()  
  cat <<EOF
- id: du
  execute-command: '$WEBHOOK_BIN/du.sh'
  command-working-directory: '$WORKDIR'
  response-headers:
  - name: 'Content-Type'
    value: 'application/json'
  http-methods: ['GET']
  include-command-output-in-response: true
  include-command-output-in-response-on-error: true
  pass-arguments-to-command:
  - source: 'url'
    name: 'path'
  pass-environment-to-command:
  - source: 'string'
    envname: 'OUTPUT_FORMAT'
    name: 'json'
EOF
 
print_hardlink_yml()  
  cat <<EOF
- id: hardlink
  execute-command: '$WEBHOOK_BIN/hardlink.sh'
  command-working-directory: '$WORKDIR'
  http-methods: ['GET']
  include-command-output-in-response: true
  include-command-output-in-response-on-error: true
EOF
 
print_s3sync_yml()  
  cat <<EOF
- id: s3sync
  execute-command: '$WEBHOOK_BIN/s3sync.sh'
  command-working-directory: '$WORKDIR'
  http-methods: ['POST']
  include-command-output-in-response: true
  include-command-output-in-response-on-error: true
  pass-environment-to-command:
  - source: 'payload'
    envname: 'AWS_KEY'
    name: 'aws.key'
  - source: 'payload'
    envname: 'AWS_SECRET_KEY'
    name: 'aws.secret_key'
  - source: 'payload'
    envname: 'S3_BUCKET'
    name: 's3.bucket'
  - source: 'payload'
    envname: 'S3_REGION'
    name: 's3.region'
  - source: 'payload'
    envname: 'S3_PATH'
    name: 's3.path'
  - source: 'payload'
    envname: 'SCS_PATH'
    name: 'scs.path'
  stream-command-output: true
EOF
 
print_token_yml()  
  if [ "$1" ]; then
    cat << EOF
  trigger-rule:
    match:
      type: 'value'
      value: '$1'
      parameter:
        source: 'header'
        name: 'X-Webhook-Token'
EOF
  fi
 
exec_webhook()  
  # Validate WORKDIR
  if [ -z "$WEBHOOK_WORKDIR" ]; then
    echo "Must define the WEBHOOK_WORKDIR variable!" >&2
    exit 1
  fi
  WORKDIR="$(realpath "$WEBHOOK_WORKDIR" 2>/dev/null)"   true
  if [ ! -d "$WORKDIR" ]; then
    echo "The WEBHOOK_WORKDIR '$WEBHOOK_WORKDIR' is not a directory!" >&2
    exit 1
  fi
  # Get TOKENS, if the DU_TOKEN or HARDLINK_TOKEN is defined that is used, if
  # not if the COMMON_TOKEN that is used and in other case no token is checked
  # (that is the default)
  DU_TOKEN="$ DU_TOKEN:-$COMMON_TOKEN "
  HARDLINK_TOKEN="$ HARDLINK_TOKEN:-$COMMON_TOKEN "
  S3_TOKEN="$ S3_TOKEN:-$COMMON_TOKEN "
  # Create webhook configuration
    
    print_du_yml
    print_token_yml "$DU_TOKEN"
    echo ""
    print_hardlink_yml
    print_token_yml "$HARDLINK_TOKEN"
    echo ""
    print_s3sync_yml
    print_token_yml "$S3_TOKEN"
   >"$WEBHOOK_YML"
  # Run the webhook command
  # shellcheck disable=SC2086
  exec webhook -hooks "$WEBHOOK_YML" $WEBHOOK_OPTS
 
# ----
# MAIN
# ----
case "$1" in
"server") exec_webhook ;;
*) exec "$@" ;;
esac
The entrypoint.sh script generates the configuration file for the webhook server calling functions that print a yaml section for each hook and optionally adds rules to validate access to them comparing the value of a X-Webhook-Token header against predefined values. The expected token values are taken from environment variables, we can define a token variable for each hook (DU_TOKEN, HARDLINK_TOKEN or S3_TOKEN) and a fallback value (COMMON_TOKEN); if no token variable is defined for a hook no check is done and everybody can call it. The Hook Definition documentation explains the options you can use for each hook, the ones we have right now do the following:
  • du: runs on the $WORKDIR directory, passes as first argument to the script the value of the path query parameter and sets the variable OUTPUT_FORMAT to the fixed value json (we use that to print the output of the script in JSON format instead of text).
  • hardlink: runs on the $WORKDIR directory and takes no parameters.
  • s3sync: runs on the $WORKDIR directory and sets a lot of environment variables from values read from the JSON encoded payload sent by the caller (all the values must be sent by the caller even if they are assigned an empty value, if they are missing the hook fails without calling the script); we also set the stream-command-output value to true to make the script show its output as it is working (we patched the webhook source to be able to use this option).

The du hook scriptThe du hook script code checks if the argument passed is a directory, computes its size using the du command and prints the results in text format or as a JSON dictionary:
hooks/du.sh
#!/bin/sh
set -e
# Script to print disk usage for a PATH inside the scs folder
# ---------
# FUNCTIONS
# ---------
print_error()  
  if [ "$OUTPUT_FORMAT" = "json" ]; then
    echo " \"error\":\"$*\" "
  else
    echo "$*" >&2
  fi
  exit 1
 
usage()  
  if [ "$OUTPUT_FORMAT" = "json" ]; then
    echo " \"error\":\"Pass arguments as '?path=XXX\" "
  else
    echo "Usage: $(basename "$0") PATH" >&2
  fi
  exit 1
 
# ----
# MAIN
# ----
if [ "$#" -eq "0" ]   [ -z "$1" ]; then
  usage
fi
if [ "$1" = "." ]; then
  DU_PATH="./"
else
  DU_PATH="$(find . -name "$1" -mindepth 1 -maxdepth 1)"   true
fi
if [ -z "$DU_PATH" ]   [ ! -d "$DU_PATH/." ]; then
  print_error "The provided PATH ('$1') is not a directory"
fi
# Print disk usage in bytes for the given PATH
OUTPUT="$(du -b -s "$DU_PATH")"
if [ "$OUTPUT_FORMAT" = "json" ]; then
  # Format output as  "path":"PATH","bytes":"BYTES" 
  echo "$OUTPUT"  
    sed -e "s%^\(.*\)\t.*/\(.*\)$% \"path\":\"\2\",\"bytes\":\"\1\" %"  
    tr -d '\n'
else
  # Print du output as is
  echo "$OUTPUT"
fi
# vim: ts=2:sw=2:et:ai:sts=2

The s3sync hook scriptThe s3sync hook script uses the s3fs tool to mount a bucket and synchronise data between a folder inside the bucket and a directory on the filesystem using rsync; all values needed to execute the task are taken from environment variables:
hooks/s3sync.sh
#!/bin/ash
set -euo pipefail
set -o errexit
set -o errtrace
# Functions
finish()  
  ret="$1"
  echo ""
  echo "Script exit code: $ret"
  exit "$ret"
 
# Check variables
if [ -z "$AWS_KEY" ]   [ -z "$AWS_SECRET_KEY" ]   [ -z "$S3_BUCKET" ]  
  [ -z "$S3_PATH" ]   [ -z "$SCS_PATH" ]; then
  [ "$AWS_KEY" ]   echo "Set the AWS_KEY environment variable"
  [ "$AWS_SECRET_KEY" ]   echo "Set the AWS_SECRET_KEY environment variable"
  [ "$S3_BUCKET" ]   echo "Set the S3_BUCKET environment variable"
  [ "$S3_PATH" ]   echo "Set the S3_PATH environment variable"
  [ "$SCS_PATH" ]   echo "Set the SCS_PATH environment variable"
  finish 1
fi
if [ "$S3_REGION" ] && [ "$S3_REGION" != "us-east-1" ]; then
  EP_URL="endpoint=$S3_REGION,url=https://s3.$S3_REGION.amazonaws.com"
else
  EP_URL="endpoint=us-east-1"
fi
# Prepare working directory
WORK_DIR="$(mktemp -p "$HOME" -d)"
MNT_POINT="$WORK_DIR/s3data"
PASSWD_S3FS="$WORK_DIR/.passwd-s3fs"
# Check the moutpoint
if [ ! -d "$MNT_POINT" ]; then
  mkdir -p "$MNT_POINT"
elif mountpoint "$MNT_POINT"; then
  echo "There is already something mounted on '$MNT_POINT', aborting!"
  finish 1
fi
# Create password file
touch "$PASSWD_S3FS"
chmod 0400 "$PASSWD_S3FS"
echo "$AWS_KEY:$AWS_SECRET_KEY" >"$PASSWD_S3FS"
# Mount s3 bucket as a filesystem
s3fs -o dbglevel=info,retries=5 -o "$EP_URL" -o "passwd_file=$PASSWD_S3FS" \
  "$S3_BUCKET" "$MNT_POINT"
echo "Mounted bucket '$S3_BUCKET' on '$MNT_POINT'"
# Remove the password file, just in case
rm -f "$PASSWD_S3FS"
# Check source PATH
ret="0"
SRC_PATH="$MNT_POINT/$S3_PATH"
if [ ! -d "$SRC_PATH" ]; then
  echo "The S3_PATH '$S3_PATH' can't be found!"
  ret=1
fi
# Compute SCS_UID & SCS_GID (by default based on the working directory owner)
SCS_UID="$ SCS_UID:=$(stat -c "%u" "." 2>/dev/null) "   true
SCS_GID="$ SCS_GID:=$(stat -c "%g" "." 2>/dev/null) "   true
# Check destination PATH
DST_PATH="./$SCS_PATH"
if [ "$ret" -eq "0" ] && [ -d "$DST_PATH" ]; then
  mkdir -p "$DST_PATH"   ret="$?"
fi
# Copy using rsync
if [ "$ret" -eq "0" ]; then
  rsync -rlptv --chown="$SCS_UID:$SCS_GID" --delete --stats \
    "$SRC_PATH/" "$DST_PATH/"   ret="$?"
fi
# Unmount the S3 bucket
umount -f "$MNT_POINT"
echo "Called umount for '$MNT_POINT'"
# Remove mount point dir
rmdir "$MNT_POINT"
# Remove WORK_DIR
rmdir "$WORK_DIR"
# We are done
finish "$ret"
# vim: ts=2:sw=2:et:ai:sts=2

Deployment objectsThe system is deployed as a StatefulSet with one replica. Our production deployment is done on AWS and to be able to scale we use EFS for our PersistenVolume; the idea is that the volume has no size limit, its AccessMode can be set to ReadWriteMany and we can mount it from multiple instances of the Pod without issues, even if they are in different availability zones. For development we use k3d and we are also able to scale the StatefulSet for testing because we use a ReadWriteOnce PVC, but it points to a hostPath that is backed up by a folder that is mounted on all the compute nodes, so in reality Pods in different k3d nodes use the same folder on the host.

secrets.yamlThe secrets file contains the files used by the mysecureshell container that can be generated using kubernetes pods as follows (we are only creating the scs user):
$ kubectl run "mysecureshell" --restart='Never' --quiet --rm --stdin \
  --image "stodh/mysecureshell:latest" -- gen-host-keys >"./host_keys.txt"
$ kubectl run "mysecureshell" --restart='Never' --quiet --rm --stdin \
  --image "stodh/mysecureshell:latest" -- gen-users-tar scs >"./users.tar"
Once we have the files we can generate the secrets.yaml file as follows:
$ tar xf ./users.tar user_keys.txt user_pass.txt
$ kubectl --dry-run=client -o yaml create secret generic "scs-secret" \
  --from-file="host_keys.txt=host_keys.txt" \
  --from-file="user_keys.txt=user_keys.txt" \
  --from-file="user_pass.txt=user_pass.txt" > ./secrets.yaml
The resulting secrets.yaml will look like the following file (the base64 would match the content of the files, of course):
secrets.yaml
apiVersion: v1
data:
  host_keys.txt: TWlt...
  user_keys.txt: c2Nz...
  user_pass.txt: c2Nz...
kind: Secret
metadata:
  creationTimestamp: null
  name: scs-secret

pvc.yamlThe persistent volume claim for a simple deployment (one with only one instance of the statefulSet) can be as simple as this:
pvc.yaml
apiVersion: v1
kind: PersistentVolumeClaim
metadata:
  name: scs-pvc
  labels:
    app.kubernetes.io/name: scs
spec:
  accessModes:
  - ReadWriteOnce
  resources:
    requests:
      storage: 8Gi
On this definition we don t set the storageClassName to use the default one.

Volumes in our development environment (k3d)In our development deployment we create the following PersistentVolume as required by the Local Persistence Volume Static Provisioner (note that the /volumes/scs-pv has to be created by hand, in our k3d system we mount the same host directory on the /volumes path of all the nodes and create the scs-pv directory by hand before deploying the persistent volume):
k3d-pv.yaml
apiVersion: v1
kind: PersistentVolume
metadata:
  name: scs-pv
  labels:
    app.kubernetes.io/name: scs
spec:
  capacity:
    storage: 8Gi
  volumeMode: Filesystem
  accessModes:
  - ReadWriteOnce
  persistentVolumeReclaimPolicy: Delete
  claimRef:
    name: scs-pvc
  storageClassName: local-storage
  local:
    path: /volumes/scs-pv
  nodeAffinity:
    required:
      nodeSelectorTerms:
      - matchExpressions:
        - key: node.kubernetes.io/instance-type
          operator: In
          values:
          - k3s
And to make sure that everything works as expected we update the PVC definition to add the right storageClassName:
k3d-pvc.yaml
apiVersion: v1
kind: PersistentVolumeClaim
metadata:
  name: scs-pvc
  labels:
    app.kubernetes.io/name: scs
spec:
  accessModes:
  - ReadWriteOnce
  resources:
    requests:
      storage: 8Gi
  storageClassName: local-storage

Volumes in our production environment (aws)In the production deployment we don t create the PersistentVolume (we are using the aws-efs-csi-driver which supports Dynamic Provisioning) but we add the storageClassName (we set it to the one mapped to the EFS driver, i.e. efs-sc) and set ReadWriteMany as the accessMode:
efs-pvc.yaml
apiVersion: v1
kind: PersistentVolumeClaim
metadata:
  name: scs-pvc
  labels:
    app.kubernetes.io/name: scs
spec:
  accessModes:
  - ReadWriteMany
  resources:
    requests:
      storage: 8Gi
  storageClassName: efs-sc

statefulset.yamlThe definition of the statefulSet is as follows:
statefulset.yaml
apiVersion: apps/v1
kind: StatefulSet
metadata:
  name: scs
  labels:
    app.kubernetes.io/name: scs
spec:
  serviceName: scs
  replicas: 1
  selector:
    matchLabels:
      app: scs
  template:
    metadata:
      labels:
        app: scs
    spec:
      containers:
      - name: nginx
        image: stodh/nginx-scs:latest
        ports:
        - containerPort: 80
          name: http
        env:
        - name: AUTH_REQUEST_URI
          value: ""
        - name: HTML_ROOT
          value: /sftp/data
        volumeMounts:
        - mountPath: /sftp
          name: scs-datadir
      - name: mysecureshell
        image: stodh/mysecureshell:latest
        ports:
        - containerPort: 22
          name: ssh
        securityContext:
          capabilities:
            add:
            - IPC_OWNER
        env:
        - name: SFTP_UID
          value: '2020'
        - name: SFTP_GID
          value: '2020'
        volumeMounts:
        - mountPath: /secrets
          name: scs-file-secrets
          readOnly: true
        - mountPath: /sftp
          name: scs-datadir
      - name: webhook
        image: stodh/webhook-scs:latest
        securityContext:
          privileged: true
        ports:
        - containerPort: 9000
          name: webhook-http
        env:
        - name: WEBHOOK_WORKDIR
          value: /sftp/data/scs
        volumeMounts:
        - name: devfuse
          mountPath: /dev/fuse
        - mountPath: /sftp
          name: scs-datadir
      volumes:
      - name: devfuse
        hostPath:
          path: /dev/fuse
      - name: scs-file-secrets
        secret:
          secretName: scs-secrets
      - name: scs-datadir
        persistentVolumeClaim:
          claimName: scs-pvc
Notes about the containers:
  • nginx: As this is an example the web server is not using an AUTH_REQUEST_URI and uses the /sftp/data directory as the root of the web (to get to the files uploaded for the scs user we will need to use /scs/ as a prefix on the URLs).
  • mysecureshell: We are adding the IPC_OWNER capability to the container to be able to use some of the sftp-* commands inside it, but they are not really needed, so adding the capability is optional.
  • webhook: We are launching this container in privileged mode to be able to use the s3fs-fuse, as it will not work otherwise for now (see this kubernetes issue); if the functionality is not needed the container can be executed with regular privileges; besides, as we are not enabling public access to this service we don t define *_TOKEN variables (if required the values should be read from a Secret object).
Notes about the volumes:
  • the devfuse volume is only needed if we plan to use the s3fs command on the webhook container, if not we can remove the volume definition and its mounts.

service.yamlTo be able to access the different services on the statefulset we publish the relevant ports using the following Service object:
service.yaml
apiVersion: v1
kind: Service
metadata:
  name: scs-svc
  labels:
    app.kubernetes.io/name: scs
spec:
  ports:
  - name: ssh
    port: 22
    protocol: TCP
    targetPort: 22
  - name: http
    port: 80
    protocol: TCP
    targetPort: 80
  - name: webhook-http
    port: 9000
    protocol: TCP
    targetPort: 9000
  selector:
    app: scs

ingress.yamlTo download the scs files from the outside we can add an ingress object like the following (the definition is for testing using the localhost name):
apiVersion: networking.k8s.io/v1
kind: Ingress
metadata:
  name: scs-ingress
  labels:
    app.kubernetes.io/name: scs
spec:
  ingressClassName: nginx
  rules:
  - host: 'localhost'
    http:
      paths:
      - path: /scs
        pathType: Prefix
        backend:
          service:
            name: scs-svc
            port:
              number: 80

DeploymentTo deploy the statefulSet we create a namespace and apply the object definitions shown before:
$ kubectl create namespace scs-demo
namespace/scs-demo created
$ kubectl -n scs-demo apply -f secrets.yaml
secret/scs-secrets created
$ kubectl -n scs-demo apply -f pvc.yaml
persistentvolumeclaim/scs-pvc created
$ kubectl -n scs-demo apply -f statefulset.yaml
statefulset.apps/scs created
$ kubectl -n scs-demo apply -f service.yaml
service/scs-svc created
$ kubectl -n scs-demo apply -f ingress.yaml
ingress.networking.k8s.io/scs-ingress created
Once the objects are deployed we can check that all is working using kubectl:
$ kubectl  -n scs-demo get all,secrets,ingress
NAME        READY   STATUS    RESTARTS   AGE
pod/scs-0   3/3     Running   0          24s
NAME            TYPE       CLUSTER-IP  EXTERNAL-IP  PORT(S)                  AGE
service/scs-svc ClusterIP  10.43.0.47  <none>       22/TCP,80/TCP,9000/TCP   21s

NAME                   READY   AGE
statefulset.apps/scs   1/1     24s
NAME                         TYPE                                  DATA   AGE
secret/default-token-mwcd7   kubernetes.io/service-account-token   3      53s
secret/scs-secrets           Opaque                                3      39s
NAME                                   CLASS  HOSTS      ADDRESS     PORTS   AGE
ingress.networking.k8s.io/scs-ingress  nginx  localhost  172.21.0.5  80      17s
At this point we are ready to use the system.

Usage examples

File uploadsAs previously mentioned in our system the idea is to use the sftp server from other Pods, but to test the system we are going to do a kubectl port-forward and connect to the server using our host client and the password we have generated (it is on the user_pass.txt file, inside the users.tar archive):
$ kubectl -n scs-demo port-forward service/scs-svc 2020:22 &
Forwarding from 127.0.0.1:2020 -> 22
Forwarding from [::1]:2020 -> 22
$ PF_PID=$!
$ sftp -P 2020 scs@127.0.0.1                                                 1
Handling connection for 2020
The authenticity of host '[127.0.0.1]:2020 ([127.0.0.1]:2020)' can't be \
  established.
ED25519 key fingerprint is SHA256:eHNwCnyLcSSuVXXiLKeGraw0FT/4Bb/yjfqTstt+088.
This key is not known by any other names
Are you sure you want to continue connecting (yes/no/[fingerprint])? yes
Warning: Permanently added '[127.0.0.1]:2020' (ED25519) to the list of known \
  hosts.
scs@127.0.0.1's password: **********
Connected to 127.0.0.1.
sftp> ls -la
drwxr-xr-x    2 sftp     sftp         4096 Sep 25 14:47 .
dr-xr-xr-x    3 sftp     sftp         4096 Sep 25 14:36 ..
sftp> !date -R > /tmp/date.txt                                               2
sftp> put /tmp/date.txt .
Uploading /tmp/date.txt to /date.txt
date.txt                                      100%   32    27.8KB/s   00:00
sftp> ls -l
-rw-r--r--    1 sftp     sftp           32 Sep 25 15:21 date.txt
sftp> ln date.txt date.txt.1                                                 3
sftp> ls -l
-rw-r--r--    2 sftp     sftp           32 Sep 25 15:21 date.txt
-rw-r--r--    2 sftp     sftp           32 Sep 25 15:21 date.txt.1
sftp> put /tmp/date.txt date.txt.2                                           4
Uploading /tmp/date.txt to /date.txt.2
date.txt                                      100%   32    27.8KB/s   00:00
sftp> ls -l                                                                  5
-rw-r--r--    2 sftp     sftp           32 Sep 25 15:21 date.txt
-rw-r--r--    2 sftp     sftp           32 Sep 25 15:21 date.txt.1
-rw-r--r--    1 sftp     sftp           32 Sep 25 15:21 date.txt.2
sftp> exit
$ kill "$PF_PID"
[1]  + terminated  kubectl -n scs-demo port-forward service/scs-svc 2020:22
  1. We connect to the sftp service on the forwarded port with the scs user.
  2. We put a file we have created on the host on the directory.
  3. We do a hard link of the uploaded file.
  4. We put a second copy of the file we created locally.
  5. On the file list we can see that the two first files have two hardlinks

File retrievalsIf our ingress is configured right we can download the date.txt file from the URL http://localhost/scs/date.txt:
$ curl -s http://localhost/scs/date.txt
Sun, 25 Sep 2022 17:21:51 +0200

Use of the webhook containerTo finish this post we are going to show how we can call the hooks directly, from a CronJob and from a Job.

Direct script call (du)In our deployment the direct calls are done from other Pods, to simulate it we are going to do a port-forward and call the script with an existing PATH (the root directory) and a bad one:
$ kubectl -n scs-demo port-forward service/scs-svc 9000:9000 >/dev/null &
$ PF_PID=$!
$ JSON="$(curl -s "http://localhost:9000/hooks/du?path=.")"
$ echo $JSON
 "path":"","bytes":"4160" 
$ JSON="$(curl -s "http://localhost:9000/hooks/du?path=foo")"
$ echo $JSON
 "error":"The provided PATH ('foo') is not a directory" 
$ kill $PF_PID
As we only have files on the base directory we print the disk usage of the . PATH and the output is in json format because we export OUTPUT_FORMAT with the value json on the webhook configuration.

Jobs (s3sync)The following job can be used to synchronise the contents of a directory in a S3 bucket with the SCS Filesystem:
job.yaml
apiVersion: batch/v1
kind: Job
metadata:
  name: s3sync
  labels:
    cronjob: 's3sync'
spec:
  template:
    metadata:
      labels:
        cronjob: 's3sync'
    spec:
      containers:
      - name: s3sync-job
        image: alpine:latest
        command: 
        - "wget"
        - "-q"
        - "--header"
        - "Content-Type: application/json"
        - "--post-file"
        - "/secrets/s3sync.json"
        - "-O-"
        - "http://scs-svc:9000/hooks/s3sync"
        volumeMounts:
        - mountPath: /secrets
          name: job-secrets
          readOnly: true
      restartPolicy: Never
      volumes:
      - name: job-secrets
        secret:
          secretName: webhook-job-secrets
The file with parameters for the script must be something like this:
s3sync.json
 
  "aws":  
    "key": "********************",
    "secret_key": "****************************************"
   ,
  "s3":  
    "region": "eu-north-1",
    "bucket": "blogops-test",
    "path": "test"
   ,
  "scs":  
    "path": "test"
   
 
Once we have both files we can run the Job as follows:
$ kubectl -n scs-demo create secret generic webhook-job-secrets \            1
  --from-file="s3sync.json=s3sync.json"
secret/webhook-job-secrets created
$ kubectl -n scs-demo apply -f webhook-job.yaml                              2
job.batch/s3sync created
$ kubectl -n scs-demo get pods -l "cronjob=s3sync"                           3
NAME           READY   STATUS      RESTARTS   AGE
s3sync-zx2cj   0/1     Completed   0          12s
$ kubectl -n scs-demo logs s3sync-zx2cj                                      4
Mounted bucket 's3fs-test' on '/root/tmp.jiOjaF/s3data'
sending incremental file list
created directory ./test
./
kyso.png
Number of files: 2 (reg: 1, dir: 1)
Number of created files: 2 (reg: 1, dir: 1)
Number of deleted files: 0
Number of regular files transferred: 1
Total file size: 15,075 bytes
Total transferred file size: 15,075 bytes
Literal data: 15,075 bytes
Matched data: 0 bytes
File list size: 0
File list generation time: 0.147 seconds
File list transfer time: 0.000 seconds
Total bytes sent: 15,183
Total bytes received: 74
sent 15,183 bytes  received 74 bytes  30,514.00 bytes/sec
total size is 15,075  speedup is 0.99
Called umount for '/root/tmp.jiOjaF/s3data'
Script exit code: 0
$ kubectl -n scs-demo delete -f webhook-job.yaml                             5
job.batch "s3sync" deleted
$ kubectl -n scs-demo delete secrets webhook-job-secrets                     6
secret "webhook-job-secrets" deleted
  1. Here we create the webhook-job-secrets secret that contains the s3sync.json file.
  2. This command runs the job.
  3. Checking the label cronjob=s3sync we get the Pods executed by the job.
  4. Here we print the logs of the completed job.
  5. Once we are finished we remove the Job.
  6. And also the secret.

Final remarksThis post has been longer than I expected, but I believe it can be useful for someone; in any case, next time I ll try to explain something shorter or will split it into multiple entries.

30 August 2022

John Goerzen: The PC & Internet Revolution in Rural America

Inspired by several others (such as Alex Schroeder s post and Szcze uja s prompt), as well as a desire to get this down for my kids, I figure it s time to write a bit about living through the PC and Internet revolution where I did: outside a tiny town in rural Kansas. And, as I ve been back in that same area for the past 15 years, I reflect some on the challenges that continue to play out. Although the stories from the others were primarily about getting online, I want to start by setting some background. Those of you that didn t grow up in the same era as I did probably never realized that a typical business PC setup might cost $10,000 in today s dollars, for instance. So let me start with the background.

Nothing was easy This story begins in the 1980s. Somewhere around my Kindergarten year of school, around 1985, my parents bought a TRS-80 Color Computer 2 (aka CoCo II). It had 64K of RAM and used a TV for display and sound. This got you the computer. It didn t get you any disk drive or anything, no joysticks (required by a number of games). So whenever the system powered down, or it hung and you had to power cycle it a frequent event you d lose whatever you were doing and would have to re-enter the program, literally by typing it in. The floppy drive for the CoCo II cost more than the computer, and it was quite common for people to buy the computer first and then the floppy drive later when they d saved up the money for that. I particularly want to mention that computers then didn t come with a modem. What would be like buying a laptop or a tablet without wifi today. A modem, which I ll talk about in a bit, was another expensive accessory. To cobble together a system in the 80s that was capable of talking to others with persistent storage (floppy, or hard drive), screen, keyboard, and modem would be quite expensive. Adjusted for inflation, if you re talking a PC-style device (a clone of the IBM PC that ran DOS), this would easily be more expensive than the Macbook Pros of today. Few people back in the 80s had a computer at home. And the portion of those that had even the capability to get online in a meaningful way was even smaller. Eventually my parents bought a PC clone with 640K RAM and dual floppy drives. This was primarily used for my mom s work, but I did my best to take it over whenever possible. It ran DOS and, despite its monochrome screen, was generally a more capable machine than the CoCo II. For instance, it supported lowercase. (I m not even kidding; the CoCo II pretty much didn t.) A while later, they purchased a 32MB hard drive for it what luxury! Just getting a machine to work wasn t easy. Say you d bought a PC, and then bought a hard drive, and a modem. You didn t just plug in the hard drive and it would work. You would have to fight it every step of the way. The BIOS and DOS partition tables of the day used a cylinder/head/sector method of addressing the drive, and various parts of that those addresses had too few bits to work with the big drives of the day above 20MB. So you would have to lie to the BIOS and fdisk in various ways, and sort of work out how to do it for each drive. For each peripheral serial port, sound card (in later years), etc., you d have to set jumpers for DMA and IRQs, hoping not to conflict with anything already in the system. Perhaps you can now start to see why USB and PCI were so welcomed.

Sharing and finding resources Despite the two computers in our home, it wasn t as if software written on one machine just ran on another. A lot of software for PC clones assumed a CGA color display. The monochrome HGC in our PC wasn t particularly compatible. You could find a TSR program to emulate the CGA on the HGC, but it wasn t particularly stable, and there s only so much you can do when a program that assumes color displays on a monitor that can only show black, dark amber, or light amber. So I d periodically get to use other computers most commonly at an office in the evening when it wasn t being used. There were some local computer clubs that my dad took me to periodically. Software was swapped back then; disks copied, shareware exchanged, and so forth. For me, at least, there was no online to download software from, and selling software over the Internet wasn t a thing at all.

Three Different Worlds There were sort of three different worlds of computing experience in the 80s:
  1. Home users. Initially using a wide variety of software from Apple, Commodore, Tandy/RadioShack, etc., but eventually coming to be mostly dominated by IBM PC clones
  2. Small and mid-sized business users. Some of them had larger minicomputers or small mainframes, but most that I had contact with by the early 90s were standardized on DOS-based PCs. More advanced ones had a network running Netware, most commonly. Networking hardware and software was generally too expensive for home users to use in the early days.
  3. Universities and large institutions. These are the places that had the mainframes, the earliest implementations of TCP/IP, the earliest users of UUCP, and so forth.
The difference between the home computing experience and the large institution experience were vast. Not only in terms of dollars the large institution hardware could easily cost anywhere from tens of thousands to millions of dollars but also in terms of sheer resources required (large rooms, enormous power circuits, support staff, etc). Nothing was in common between them; not operating systems, not software, not experience. I was never much aware of the third category until the differences started to collapse in the mid-90s, and even then I only was exposed to it once the collapse was well underway. You might say to me, Well, Google certainly isn t running what I m running at home! And, yes of course, it s different. But fundamentally, most large datacenters are running on x86_64 hardware, with Linux as the operating system, and a TCP/IP network. It s a different scale, obviously, but at a fundamental level, the hardware and operating system stack are pretty similar to what you can readily run at home. Back in the 80s and 90s, this wasn t the case. TCP/IP wasn t even available for DOS or Windows until much later, and when it was, it was a clunky beast that was difficult. One of the things Kevin Driscoll highlights in his book called Modem World see my short post about it is that the history of the Internet we usually receive is focused on case 3: the large institutions. In reality, the Internet was and is literally a network of networks. Gateways to and from Internet existed from all three kinds of users for years, and while TCP/IP ultimately won the battle of the internetworking protocol, the other two streams of users also shaped the Internet as we now know it. Like many, I had no access to the large institution networks, but as I ve been reflecting on my experiences, I ve found a new appreciation for the way that those of us that grew up with primarily home PCs shaped the evolution of today s online world also.

An Era of Scarcity I should take a moment to comment about the cost of software back then. A newspaper article from 1985 comments that WordPerfect, then the most powerful word processing program, sold for $495 (or $219 if you could score a mail order discount). That s $1360/$600 in 2022 money. Other popular software, such as Lotus 1-2-3, was up there as well. If you were to buy a new PC clone in the mid to late 80s, it would often cost $2000 in 1980s dollars. Now add a printer a low-end dot matrix for $300 or a laser for $1500 or even more. A modem: another $300. So the basic system would be $3600, or $9900 in 2022 dollars. If you wanted a nice printer, you re now pushing well over $10,000 in 2022 dollars. You start to see one barrier here, and also why things like shareware and piracy if it was indeed even recognized as such were common in those days. So you can see, from a home computer setup (TRS-80, Commodore C64, Apple ][, etc) to a business-class PC setup was an order of magnitude increase in cost. From there to the high-end minis/mainframes was another order of magnitude (at least!) increase. Eventually there was price pressure on the higher end and things all got better, which is probably why the non-DOS PCs lasted until the early 90s.

Increasing Capabilities My first exposure to computers in school was in the 4th grade, when I would have been about 9. There was a single Apple ][ machine in that room. I primarily remember playing Oregon Trail on it. The next year, the school added a computer lab. Remember, this is a small rural area, so each graduating class might have about 25 people in it; this lab was shared by everyone in the K-8 building. It was full of some flavor of IBM PS/2 machines running DOS and Netware. There was a dedicated computer teacher too, though I think she was a regular teacher that was given somewhat minimal training on computers. We were going to learn typing that year, but I did so well on the very first typing program that we soon worked out that I could do programming instead. I started going to school early these machines were far more powerful than the XT at home and worked on programming projects there. Eventually my parents bought me a Gateway 486SX/25 with a VGA monitor and hard drive. Wow! This was a whole different world. It may have come with Windows 3.0 or 3.1 on it, but I mainly remember running OS/2 on that machine. More on that below.

Programming That CoCo II came with a BASIC interpreter in ROM. It came with a large manual, which served as a BASIC tutorial as well. The BASIC interpreter was also the shell, so literally you could not use the computer without at least a bit of BASIC. Once I had access to a DOS machine, it also had a basic interpreter: GW-BASIC. There was a fair bit of software written in BASIC at the time, but most of the more advanced software wasn t. I wondered how these .EXE and .COM programs were written. I could find vague references to DEBUG.EXE, assemblers, and such. But it wasn t until I got a copy of Turbo Pascal that I was able to do that sort of thing myself. Eventually I got Borland C++ and taught myself C as well. A few years later, I wanted to try writing GUI programs for Windows, and bought Watcom C++ much cheaper than the competition, and it could target Windows, DOS (and I think even OS/2). Notice that, aside from BASIC, none of this was free, and none of it was bundled. You couldn t just download a C compiler, or Python interpreter, or whatnot back then. You had to pay for the ability to write any kind of serious code on the computer you already owned.

The Microsoft Domination Microsoft came to dominate the PC landscape, and then even the computing landscape as a whole. IBM very quickly lost control over the hardware side of PCs as Compaq and others made clones, but Microsoft has managed in varying degrees even to this day to keep a stranglehold on the software, and especially the operating system, side. Yes, there was occasional talk of things like DR-DOS, but by and large the dominant platform came to be the PC, and if you had a PC, you ran DOS (and later Windows) from Microsoft. For awhile, it looked like IBM was going to challenge Microsoft on the operating system front; they had OS/2, and when I switched to it sometime around the version 2.1 era in 1993, it was unquestionably more advanced technically than the consumer-grade Windows from Microsoft at the time. It had Internet support baked in, could run most DOS and Windows programs, and had introduced a replacement for the by-then terrible FAT filesystem: HPFS, in 1988. Microsoft wouldn t introduce a better filesystem for its consumer operating systems until Windows XP in 2001, 13 years later. But more on that story later.

Free Software, Shareware, and Commercial Software I ve covered the high cost of software already. Obviously $500 software wasn t going to sell in the home market. So what did we have? Mainly, these things:
  1. Public domain software. It was free to use, and if implemented in BASIC, probably had source code with it too.
  2. Shareware
  3. Commercial software (some of it from small publishers was a lot cheaper than $500)
Let s talk about shareware. The idea with shareware was that a company would release a useful program, sometimes limited. You were encouraged to register , or pay for, it if you liked it and used it. And, regardless of whether you registered it or not, were told please copy! Sometimes shareware was fully functional, and registering it got you nothing more than printed manuals and an easy conscience (guilt trips for not registering weren t necessarily very subtle). Sometimes unregistered shareware would have a nag screen a delay of a few seconds while they told you to register. Sometimes they d be limited in some way; you d get more features if you registered. With games, it was popular to have a trilogy, and release the first episode inevitably ending with a cliffhanger as shareware, and the subsequent episodes would require registration. In any event, a lot of software people used in the 80s and 90s was shareware. Also pirated commercial software, though in the earlier days of computing, I think some people didn t even know the difference. Notice what s missing: Free Software / FLOSS in the Richard Stallman sense of the word. Stallman lived in the big institution world after all, he worked at MIT and what he was doing with the Free Software Foundation and GNU project beginning in 1983 never really filtered into the DOS/Windows world at the time. I had no awareness of it even existing until into the 90s, when I first started getting some hints of it as a port of gcc became available for OS/2. The Internet was what really brought this home, but I m getting ahead of myself. I want to say again: FLOSS never really entered the DOS and Windows 3.x ecosystems. You d see it make a few inroads here and there in later versions of Windows, and moreso now that Microsoft has been sort of forced to accept it, but still, reflect on its legacy. What is the software market like in Windows compared to Linux, even today? Now it is, finally, time to talk about connectivity!

Getting On-Line What does it even mean to get on line? Certainly not connecting to a wifi access point. The answer is, unsurprisingly, complex. But for everyone except the large institutional users, it begins with a telephone.

The telephone system By the 80s, there was one communication network that already reached into nearly every home in America: the phone system. Virtually every household (note I don t say every person) was uniquely identified by a 10-digit phone number. You could, at least in theory, call up virtually any other phone in the country and be connected in less than a minute. But I ve got to talk about cost. The way things worked in the USA, you paid a monthly fee for a phone line. Included in that monthly fee was unlimited local calling. What is a local call? That was an extremely complex question. Generally it meant, roughly, calling within your city. But of course, as you deal with things like suburbs and cities growing into each other (eg, the Dallas-Ft. Worth metroplex), things got complicated fast. But let s just say for simplicity you could call others in your city. What about calling people not in your city? That was long distance , and you paid often hugely by the minute for it. Long distance rates were difficult to figure out, but were generally most expensive during business hours and cheapest at night or on weekends. Prices eventually started to come down when competition was introduced for long distance carriers, but even then you often were stuck with a single carrier for long distance calls outside your city but within your state. Anyhow, let s just leave it at this: local calls were virtually free, and long distance calls were extremely expensive.

Getting a modem I remember getting a modem that ran at either 1200bps or 2400bps. Either way, quite slow; you could often read even plain text faster than the modem could display it. But what was a modem? A modem hooked up to a computer with a serial cable, and to the phone system. By the time I got one, modems could automatically dial and answer. You would send a command like ATDT5551212 and it would dial 555-1212. Modems had speakers, because often things wouldn t work right, and the telephone system was oriented around speech, so you could hear what was happening. You d hear it wait for dial tone, then dial, then hopefully the remote end would ring, a modem there would answer, you d hear the screeching of a handshake, and eventually your terminal would say CONNECT 2400. Now your computer was bridged to the other; anything going out your serial port was encoded as sound by your modem and decoded at the other end, and vice-versa. But what, exactly, was the other end? It might have been another person at their computer. Turn on local echo, and you can see what they did. Maybe you d send files to each other. But in my case, the answer was different: PC Magazine.

PC Magazine and CompuServe Starting around 1986 (so I would have been about 6 years old), I got to read PC Magazine. My dad would bring copies that were being discarded at his office home for me to read, and I think eventually bought me a subscription directly. This was not just a standard magazine; it ran something like 350-400 pages an issue, and came out every other week. This thing was a monster. It had reviews of hardware and software, descriptions of upcoming technologies, pages and pages of ads (that often had some degree of being informative to them). And they had sections on programming. Many issues would talk about BASIC or Pascal programming, and there d be a utility in most issues. What do I mean by a utility in most issues ? Did they include a floppy disk with software? No, of course not. There was a literal program listing printed in the magazine. If you wanted the utility, you had to type it in. And a lot of them were written in assembler, so you had to have an assembler. An assembler, of course, was not free and I didn t have one. Or maybe they wrote it in Microsoft C, and I had Borland C, and (of course) they weren t compatible. Sometimes they would list the program sort of in binary: line after line of a BASIC program, with lines like 64, 193, 253, 0, 53, 0, 87 that you would type in for hours, hopefully correctly. Running the BASIC program would, if you got it correct, emit a .COM file that you could then run. They did have a rudimentary checksum system built in, but it wasn t even a CRC, so something like swapping two numbers you d never notice except when the program would mysteriously hang. Eventually they teamed up with CompuServe to offer a limited slice of CompuServe for the purpose of downloading PC Magazine utilities. This was called PC MagNet. I am foggy on the details, but I believe that for a time you could connect to the limited PC MagNet part of CompuServe for free (after the cost of the long-distance call, that is) rather than paying for CompuServe itself (because, OF COURSE, that also charged you per the minute.) So in the early days, I would get special permission from my parents to place a long distance call, and after some nerve-wracking minutes in which we were aware every minute was racking up charges, I could navigate the menus, download what I wanted, and log off immediately. I still, incidentally, mourn what PC Magazine became. As with computing generally, it followed the mass market. It lost its deep technical chops, cut its programming columns, stopped talking about things like how SCSI worked, and so forth. By the time it stopped printing in 2009, it was no longer a square-bound 400-page beheamoth, but rather looked more like a copy of Newsweek, but with less depth.

Continuing with CompuServe CompuServe was a much larger service than just PC MagNet. Eventually, our family got a subscription. It was still an expensive and scarce resource; I d call it only after hours when the long-distance rates were cheapest. Everyone had a numerical username separated by commas; mine was 71510,1421. CompuServe had forums, and files. Eventually I would use TapCIS to queue up things I wanted to do offline, to minimize phone usage online. CompuServe eventually added a gateway to the Internet. For the sum of somewhere around $1 a message, you could send or receive an email from someone with an Internet email address! I remember the thrill of one time, as a kid of probably 11 years, sending a message to one of the editors of PC Magazine and getting a kind, if brief, reply back! But inevitably I had

The Godzilla Phone Bill Yes, one month I became lax in tracking my time online. I ran up my parents phone bill. I don t remember how high, but I remember it was hundreds of dollars, a hefty sum at the time. As I watched Jason Scott s BBS Documentary, I realized how common an experience this was. I think this was the end of CompuServe for me for awhile.

Toll-Free Numbers I lived near a town with a population of 500. Not even IN town, but near town. The calling area included another town with a population of maybe 1500, so all told, there were maybe 2000 people total I could talk to with a local call though far fewer numbers, because remember, telephones were allocated by the household. There was, as far as I know, zero modems that were a local call (aside from one that belonged to a friend I met in around 1992). So basically everything was long-distance. But there was a special feature of the telephone network: toll-free numbers. Normally when calling long-distance, you, the caller, paid the bill. But with a toll-free number, beginning with 1-800, the recipient paid the bill. These numbers almost inevitably belonged to corporations that wanted to make it easy for people to call. Sales and ordering lines, for instance. Some of these companies started to set up modems on toll-free numbers. There were few of these, but they existed, so of course I had to try them! One of them was a company called PennyWise that sold office supplies. They had a toll-free line you could call with a modem to order stuff. Yes, online ordering before the web! I loved office supplies. And, because I lived far from a big city, if the local K-Mart didn t have it, I probably couldn t get it. Of course, the interface was entirely text, but you could search for products and place orders with the modem. I had loads of fun exploring the system, and actually ordered things from them and probably actually saved money doing so. With the first order they shipped a monster full-color catalog. That thing must have been 500 pages, like the Sears catalogs of the day. Every item had a part number, which streamlined ordering through the modem.

Inbound FAXes By the 90s, a number of modems became able to send and receive FAXes as well. For those that don t know, a FAX machine was essentially a special modem. It would scan a page and digitally transmit it over the phone system, where it would at least in the early days be printed out in real time (because the machines didn t have the memory to store an entire page as an image). Eventually, PC modems integrated FAX capabilities. There still wasn t anything useful I could do locally, but there were ways I could get other companies to FAX something to me. I remember two of them. One was for US Robotics. They had an on demand FAX system. You d call up a toll-free number, which was an automated IVR system. You could navigate through it and select various documents of interest to you: spec sheets and the like. You d key in your FAX number, hang up, and US Robotics would call YOU and FAX you the documents you wanted. Yes! I was talking to a computer (of a sorts) at no cost to me! The New York Times also ran a service for awhile called TimesFax. Every day, they would FAX out a page or two of summaries of the day s top stories. This was pretty cool in an era in which I had no other way to access anything from the New York Times. I managed to sign up for TimesFax I have no idea how, anymore and for awhile I would get a daily FAX of their top stories. When my family got its first laser printer, I could them even print these FAXes complete with the gothic New York Times masthead. Wow! (OK, so technically I could print it on a dot-matrix printer also, but graphics on a 9-pin dot matrix is a kind of pain that is a whole other article.)

My own phone line Remember how I discussed that phone lines were allocated per household? This was a problem for a lot of reasons:
  1. Anybody that tried to call my family while I was using my modem would get a busy signal (unable to complete the call)
  2. If anybody in the house picked up the phone while I was using it, that would degrade the quality of the ongoing call and either mess up or disconnect the call in progress. In many cases, that could cancel a file transfer (which wasn t necessarily easy or possible to resume), prompting howls of annoyance from me.
  3. Generally we all had to work around each other
So eventually I found various small jobs and used the money I made to pay for my own phone line and my own long distance costs. Eventually I upgraded to a 28.8Kbps US Robotics Courier modem even! Yes, you heard it right: I got a job and a bank account so I could have a phone line and a faster modem. Uh, isn t that why every teenager gets a job? Now my local friend and I could call each other freely at least on my end (I can t remember if he had his own phone line too). We could exchange files using HS/Link, which had the added benefit of allowing split-screen chat even while a file transfer is in progress. I m sure we spent hours chatting to each other keyboard-to-keyboard while sharing files with each other.

Technology in Schools By this point in the story, we re in the late 80s and early 90s. I m still using PC-style OSs at home; OS/2 in the later years of this period, DOS or maybe a bit of Windows in the earlier years. I mentioned that they let me work on programming at school starting in 5th grade. It was soon apparent that I knew more about computers than anybody on staff, and I started getting pulled out of class to help teachers or administrators with vexing school problems. This continued until I graduated from high school, incidentally often to my enjoyment, and the annoyance of one particular teacher who, I must say, I was fine with annoying in this way. That s not to say that there was institutional support for what I was doing. It was, after all, a small school. Larger schools might have introduced BASIC or maybe Logo in high school. But I had already taught myself BASIC, Pascal, and C by the time I was somewhere around 12 years old. So I wouldn t have had any use for that anyhow. There were programming contests occasionally held in the area. Schools would send teams. My school didn t really send anybody, but I went as an individual. One of them was run by a local college (but for jr. high or high school students. Years later, I met one of the professors that ran it. He remembered me, and that day, better than I did. The programming contest had problems one could solve in BASIC or Logo. I knew nothing about what to expect going into it, but I had lugged my computer and screen along, and asked him, Can I write my solutions in C? He was, apparently, stunned, but said sure, go for it. I took first place that day, leading to some rather confused teams from much larger schools. The Netware network that the school had was, as these generally were, itself isolated. There was no link to the Internet or anything like it. Several schools across three local counties eventually invested in a fiber-optic network linking them together. This built a larger, but still closed, network. Its primary purpose was to allow students to be exposed to a wider variety of classes at high schools. Participating schools had an ITV room , outfitted with cameras and mics. So students at any school could take classes offered over ITV at other schools. For instance, only my school taught German classes, so people at any of those participating schools could take German. It was an early Zoom room. But alongside the TV signal, there was enough bandwidth to run some Netware frames. By about 1995 or so, this let one of the schools purchase some CD-ROM software that was made available on a file server and could be accessed by any participating school. Nice! But Netware was mainly about file and printer sharing; there wasn t even a facility like email, at least not on our deployment.

BBSs My last hop before the Internet was the BBS. A BBS was a computer program, usually ran by a hobbyist like me, on a computer with a modem connected. Callers would call it up, and they d interact with the BBS. Most BBSs had discussion groups like forums and file areas. Some also had games. I, of course, continued to have that most vexing of problems: they were all long-distance. There were some ways to help with that, chiefly QWK and BlueWave. These, somewhat like TapCIS in the CompuServe days, let me download new message posts for reading offline, and queue up my own messages to send later. QWK and BlueWave didn t help with file downloading, though.

BBSs get networked BBSs were an interesting thing. You d call up one, and inevitably somewhere in the file area would be a BBS list. Download the BBS list and you ve suddenly got a list of phone numbers to try calling. All of them were long distance, of course. You d try calling them at random and have a success rate of maybe 20%. The other 80% would be defunct; you might get the dreaded this number is no longer in service or the even more dreaded angry human answering the phone (and of course a modem can t talk to a human, so they d just get silence for probably the nth time that week). The phone company cared nothing about BBSs and recycled their numbers just as fast as any others. To talk to various people, or participate in certain discussion groups, you d have to call specific BBSs. That s annoying enough in the general case, but even more so for someone paying long distance for it all, because it takes a few minutes to establish a connection to a BBS: handshaking, logging in, menu navigation, etc. But BBSs started talking to each other. The earliest successful such effort was FidoNet, and for the duration of the BBS era, it remained by far the largest. FidoNet was analogous to the UUCP that the institutional users had, but ran on the much cheaper PC hardware. Basically, BBSs that participated in FidoNet would relay email, forum posts, and files between themselves overnight. Eventually, as with UUCP, by hopping through this network, messages could reach around the globe, and forums could have worldwide participation asynchronously, long before they could link to each other directly via the Internet. It was almost entirely volunteer-run.

Running my own BBS At age 13, I eventually chose to set up my own BBS. It ran on my single phone line, so of course when I was dialing up something else, nobody could dial up me. Not that this was a huge problem; in my town of 500, I probably had a good 1 or 2 regular callers in the beginning. In the PC era, there was a big difference between a server and a client. Server-class software was expensive and rare. Maybe in later years you had an email client, but an email server would be completely unavailable to you as a home user. But with a BBS, I could effectively run a server. I even ran serial lines in our house so that the BBS could be connected from other rooms! Since I was running OS/2, the BBS didn t tie up the computer; I could continue using it for other things. FidoNet had an Internet email gateway. This one, unlike CompuServe s, was free. Once I had a BBS on FidoNet, you could reach me from the Internet using the FidoNet address. This didn t support attachments, but then email of the day didn t really, either. Various others outside Kansas ran FidoNet distribution points. I believe one of them was mgmtsys; my memory is quite vague, but I think they offered a direct gateway and I would call them to pick up Internet mail via FidoNet protocols, but I m not at all certain of this.

Pros and Cons of the Non-Microsoft World As mentioned, Microsoft was and is the dominant operating system vendor for PCs. But I left that world in 1993, and here, nearly 30 years later, have never really returned. I got an operating system with more technical capabilities than the DOS and Windows of the day, but the tradeoff was a much smaller software ecosystem. OS/2 could run DOS programs, but it ran OS/2 programs a lot better. So if I were to run a BBS, I wanted one that had a native OS/2 version limiting me to a small fraction of available BBS server software. On the other hand, as a fully 32-bit operating system, there started to be OS/2 ports of certain software with a Unix heritage; most notably for me at the time, gcc. At some point, I eventually came across the RMS essays and started to be hooked.

Internet: The Hunt Begins I certainly was aware that the Internet was out there and interesting. But the first problem was: how the heck do I get connected to the Internet?

Computer labs There was one place that tended to have Internet access: colleges and universities. In 7th grade, I participated in a program that resulted in me being invited to visit Duke University, and in 8th grade, I participated in National History Day, resulting in a trip to visit the University of Maryland. I probably sought out computer labs at both of those. My most distinct memory was finding my way into a computer lab at one of those universities, and it was full of NeXT workstations. I had never seen or used NeXT before, and had no idea how to operate it. I had brought a box of floppy disks, unaware that the DOS disks probably weren t compatible with NeXT. Closer to home, a small college had a computer lab that I could also visit. I would go there in summer or when it wasn t used with my stack of floppies. I remember downloading disk images of FLOSS operating systems: FreeBSD, Slackware, or Debian, at the time. The hash marks from the DOS-based FTP client would creep across the screen as the 1.44MB disk images would slowly download. telnet was also available on those machines, so I could telnet to things like public-access Archie servers and libraries though not Gopher. Still, FTP and telnet access opened up a lot, and I learned quite a bit in those years.

Continuing the Journey At some point, I got a copy of the Whole Internet User s Guide and Catalog, published in 1994. I still have it. If it hadn t already figured it out by then, I certainly became aware from it that Unix was the dominant operating system on the Internet. The examples in Whole Internet covered FTP, telnet, gopher all assuming the user somehow got to a Unix prompt. The web was introduced about 300 pages in; clearly viewed as something that wasn t page 1 material. And it covered the command-line www client before introducing the graphical Mosaic. Even then, though, the book highlighted Mosaic s utility as a front-end for Gopher and FTP, and even the ability to launch telnet sessions by clicking on links. But having a copy of the book didn t equate to having any way to run Mosaic. The machines in the computer lab I mentioned above all ran DOS and were incapable of running a graphical browser. I had no SLIP or PPP (both ways to run Internet traffic over a modem) connectivity at home. In short, the Web was something for the large institutional users at the time.

CD-ROMs As CD-ROMs came out, with their huge (for the day) 650MB capacity, various companies started collecting software that could be downloaded on the Internet and selling it on CD-ROM. The two most popular ones were Walnut Creek CD-ROM and Infomagic. One could buy extensive Shareware and gaming collections, and then even entire Linux and BSD distributions. Although not exactly an Internet service per se, it was a way of bringing what may ordinarily only be accessible to institutional users into the home computer realm.

Free Software Jumps In As I mentioned, by the mid 90s, I had come across RMS s writings about free software most probably his 1992 essay Why Software Should Be Free. (Please note, this is not a commentary on the more recently-revealed issues surrounding RMS, but rather his writings and work as I encountered them in the 90s.) The notion of a Free operating system not just in cost but in openness was incredibly appealing. Not only could I tinker with it to a much greater extent due to having source for everything, but it included so much software that I d otherwise have to pay for. Compilers! Interpreters! Editors! Terminal emulators! And, especially, server software of all sorts. There d be no way I could afford or run Netware, but with a Free Unixy operating system, I could do all that. My interest was obviously piqued. Add to that the fact that I could actually participate and contribute I was about to become hooked on something that I ve stayed hooked on for decades. But then the question was: which Free operating system? Eventually I chose FreeBSD to begin with; that would have been sometime in 1995. I don t recall the exact reasons for that. I remember downloading Slackware install floppies, and probably the fact that Debian wasn t yet at 1.0 scared me off for a time. FreeBSD s fantastic Handbook far better than anything I could find for Linux at the time was no doubt also a factor.

The de Raadt Factor Why not NetBSD or OpenBSD? The short answer is Theo de Raadt. Somewhere in this time, when I was somewhere between 14 and 16 years old, I asked some questions comparing NetBSD to the other two free BSDs. This was on a NetBSD mailing list, but for some reason Theo saw it and got a flame war going, which CC d me. Now keep in mind that even if NetBSD had a web presence at the time, it would have been minimal, and I would have not all that unusually for the time had no way to access it. I was certainly not aware of the, shall we say, acrimony between Theo and NetBSD. While I had certainly seen an online flamewar before, this took on a different and more disturbing tone; months later, Theo randomly emailed me under the subject SLIME saying that I was, well, SLIME . I seem to recall periodic emails from him thereafter reminding me that he hates me and that he had blocked me. (Disclaimer: I have poor email archives from this period, so the full details are lost to me, but I believe I am accurately conveying these events from over 25 years ago) This was a surprise, and an unpleasant one. I was trying to learn, and while it is possible I didn t understand some aspect or other of netiquette (or Theo s personal hatred of NetBSD) at the time, still that is not a reason to flame a 16-year-old (though he would have had no way to know my age). This didn t leave any kind of scar, but did leave a lasting impression; to this day, I am particularly concerned with how FLOSS projects handle poisonous people. Debian, for instance, has come a long way in this over the years, and even Linus Torvalds has turned over a new leaf. I don t know if Theo has. In any case, I didn t use NetBSD then. I did try it periodically in the years since, but never found it compelling enough to justify a large switch from Debian. I never tried OpenBSD for various reasons, but one of them was that I didn t want to join a community that tolerates behavior such as Theo s from its leader.

Moving to FreeBSD Moving from OS/2 to FreeBSD was final. That is, I didn t have enough hard drive space to keep both. I also didn t have the backup capacity to back up OS/2 completely. My BBS, which ran Virtual BBS (and at some point also AdeptXBBS) was deleted and reincarnated in a different form. My BBS was a member of both FidoNet and VirtualNet; the latter was specific to VBBS, and had to be dropped. I believe I may have also had to drop the FidoNet link for a time. This was the biggest change of computing in my life to that point. The earlier experiences hadn t literally destroyed what came before. OS/2 could still run my DOS programs. Its command shell was quite DOS-like. It ran Windows programs. I was going to throw all that away and leap into the unknown. I wish I had saved a copy of my BBS; I would love to see the messages I exchanged back then, or see its menu screens again. I have little memory of what it looked like. But other than that, I have no regrets. Pursuing Free, Unixy operating systems brought me a lot of enjoyment and a good career. That s not to say it was easy. All the problems of not being in the Microsoft ecosystem were magnified under FreeBSD and Linux. In a day before EDID, monitor timings had to be calculated manually and you risked destroying your monitor if you got them wrong. Word processing and spreadsheet software was pretty much not there for FreeBSD or Linux at the time; I was therefore forced to learn LaTeX and actually appreciated that. Software like PageMaker or CorelDraw was certainly nowhere to be found for those free operating systems either. But I got a ton of new capabilities. I mentioned the BBS didn t shut down, and indeed it didn t. I ran what was surely a supremely unique oddity: a free, dialin Unix shell server in the middle of a small town in Kansas. I m sure I provided things such as pine for email and some help text and maybe even printouts for how to use it. The set of callers slowly grew over the time period, in fact. And then I got UUCP.

Enter UUCP Even throughout all this, there was no local Internet provider and things were still long distance. I had Internet Email access via assorted strange routes, but they were all strange. And, I wanted access to Usenet. In 1995, it happened. The local ISP I mentioned offered UUCP access. Though I couldn t afford the dialup shell (or later, SLIP/PPP) that they offered due to long-distance costs, UUCP s very efficient batched processes looked doable. I believe I established that link when I was 15, so in 1995. I worked to register my domain, complete.org, as well. At the time, the process was a bit lengthy and involved downloading a text file form, filling it out in a precise way, sending it to InterNIC, and probably mailing them a check. Well I did that, and in September of 1995, complete.org became mine. I set up sendmail on my local system, as well as INN to handle the limited Usenet newsfeed I requested from the ISP. I even ran Majordomo to host some mailing lists, including some that were surprisingly high-traffic for a few-times-a-day long-distance modem UUCP link! The modem client programs for FreeBSD were somewhat less advanced than for OS/2, but I believe I wound up using Minicom or Seyon to continue to dial out to BBSs and, I believe, continue to use Learning Link. So all the while I was setting up my local BBS, I continued to have access to the text Internet, consisting of chiefly Gopher for me.

Switching to Debian I switched to Debian sometime in 1995 or 1996, and have been using Debian as my primary OS ever since. I continued to offer shell access, but added the WorldVU Atlantis menuing BBS system. This provided a return of a more BBS-like interface (by default; shell was still an uption) as well as some BBS door games such as LoRD and TradeWars 2002, running under DOS emulation. I also continued to run INN, and ran ifgate to allow FidoNet echomail to be presented into INN Usenet-like newsgroups, and netmail to be gated to Unix email. This worked pretty well. The BBS continued to grow in these days, peaking at about two dozen total user accounts, and maybe a dozen regular users.

Dial-up access availability I believe it was in 1996 that dial up PPP access finally became available in my small town. What a thrill! FINALLY! I could now FTP, use Gopher, telnet, and the web all from home. Of course, it was at modem speeds, but still. (Strangely, I have a memory of accessing the Web using WebExplorer from OS/2. I don t know exactly why; it s possible that by this time, I had upgraded to a 486 DX2/66 and was able to reinstall OS/2 on the old 25MHz 486, or maybe something was wrong with the timeline from my memories from 25 years ago above. Or perhaps I made the occasional long-distance call somewhere before I ditched OS/2.) Gopher sites still existed at this point, and I could access them using Netscape Navigator which likely became my standard Gopher client at that point. I don t recall using UMN text-mode gopher client locally at that time, though it s certainly possible I did.

The city Starting when I was 15, I took computer science classes at Wichita State University. The first one was a class in the summer of 1995 on C++. I remember being worried about being good enough for it I was, after all, just after my HS freshman year and had never taken the prerequisite C class. I loved it and got an A! By 1996, I was taking more classes. In 1996 or 1997 I stayed in Wichita during the day due to having more than one class. So, what would I do then but enjoy the computer lab? The CS dept. had two of them: one that had NCD X terminals connected to a pair of SunOS servers, and another one running Windows. I spent most of the time in the Unix lab with the NCDs; I d use Netscape or pine, write code, enjoy the University s fast Internet connection, and so forth. In 1997 I had graduated high school and that summer I moved to Wichita to attend college. As was so often the case, I shut down the BBS at that time. It would be 5 years until I again dealt with Internet at home in a rural community. By the time I moved to my apartment in Wichita, I had stopped using OS/2 entirely. I have no memory of ever having OS/2 there. Along the way, I had bought a Pentium 166, and then the most expensive piece of computing equipment I have ever owned: a DEC Alpha, which, of course, ran Linux.

ISDN I must have used dialup PPP for a time, but I eventually got a job working for the ISP I had used for UUCP, and then PPP. While there, I got a 128Kbps ISDN line installed in my apartment, and they gave me a discount on the service for it. That was around 3x the speed of a modem, and crucially was always on and gave me a public IP. No longer did I have to use UUCP; now I got to host my own things! By at least 1998, I was running a web server on www.complete.org, and I had an FTP server going as well.

Even Bigger Cities In 1999 I moved to Dallas, and there got my first broadband connection: an ADSL link at, I think, 1.5Mbps! Now that was something! But it had some reliability problems. I eventually put together a server and had it hosted at an acquantaince s place who had SDSL in his apartment. Within a couple of years, I had switched to various kinds of proper hosting for it, but that is a whole other article. In Indianapolis, I got a cable modem for the first time, with even tighter speeds but prohibitions on running servers on it. Yuck.

Challenges Being non-Microsoft continued to have challenges. Until the advent of Firefox, a web browser was one of the biggest. While Netscape supported Linux on i386, it didn t support Linux on Alpha. I hobbled along with various attempts at emulators, old versions of Mosaic, and so forth. And, until StarOffice was open-sourced as Open Office, reading Microsoft file formats was also a challenge, though WordPerfect was briefly available for Linux. Over the years, I have become used to the Linux ecosystem. Perhaps I use Gimp instead of Photoshop and digikam instead of well, whatever somebody would use on Windows. But I get ZFS, and containers, and so much that isn t available there. Yes, I know Apple never went away and is a thing, but for most of the time period I discuss in this article, at least after the rise of DOS, it was niche compared to the PC market.

Back to Kansas In 2002, I moved back to Kansas, to a rural home near a different small town in the county next to where I grew up. Over there, it was back to dialup at home, but I had faster access at work. I didn t much care for this, and thus began a 20+-year effort to get broadband in the country. At first, I got a wireless link, which worked well enough in the winter, but had serious problems in the summer when the trees leafed out. Eventually DSL became available locally highly unreliable, but still, it was something. Then I moved back to the community I grew up in, a few miles from where I grew up. Again I got DSL a bit better. But after some years, being at the end of the run of DSL meant I had poor speeds and reliability problems. I eventually switched to various wireless ISPs, which continues to the present day; while people in cities can get Gbps service, I can get, at best, about 50Mbps. Long-distance fees are gone, but the speed disparity remains.

Concluding Reflections I am glad I grew up where I did; the strong community has a lot of advantages I don t have room to discuss here. In a number of very real senses, having no local services made things a lot more difficult than they otherwise would have been. However, perhaps I could say that I also learned a lot through the need to come up with inventive solutions to those challenges. To this day, I think a lot about computing in remote environments: partially because I live in one, and partially because I enjoy visiting places that are remote enough that they have no Internet, phone, or cell service whatsoever. I have written articles like Tools for Communicating Offline and in Difficult Circumstances based on my own personal experience. I instinctively think about making protocols robust in the face of various kinds of connectivity failures because I experience various kinds of connectivity failures myself.

(Almost) Everything Lives On In 2002, Gopher turned 10 years old. It had probably been about 9 or 10 years since I had first used Gopher, which was the first way I got on live Internet from my house. It was hard to believe. By that point, I had an always-on Internet link at home and at work. I had my Alpha, and probably also at least PCMCIA Ethernet for a laptop (many laptops had modems by the 90s also). Despite its popularity in the early 90s, less than 10 years after it came on the scene and started to unify the Internet, it was mostly forgotten. And it was at that moment that I decided to try to resurrect it. The University of Minnesota finally released it under an Open Source license. I wrote the first new gopher server in years, pygopherd, and introduced gopher to Debian. Gopher lives on; there are now quite a few Gopher clients and servers out there, newly started post-2002. The Gemini protocol can be thought of as something akin to Gopher 2.0, and it too has a small but blossoming ecosystem. Archie, the old FTP search tool, is dead though. Same for WAIS and a number of the other pre-web search tools. But still, even FTP lives on today. And BBSs? Well, they didn t go away either. Jason Scott s fabulous BBS documentary looks back at the history of the BBS, while Back to the BBS from last year talks about the modern BBS scene. FidoNet somehow is still alive and kicking. UUCP still has its place and has inspired a whole string of successors. Some, like NNCP, are clearly direct descendents of UUCP. Filespooler lives in that ecosystem, and you can even see UUCP concepts in projects as far afield as Syncthing and Meshtastic. Usenet still exists, and you can now run Usenet over NNCP just as I ran Usenet over UUCP back in the day (which you can still do as well). Telnet, of course, has been largely supplanted by ssh, but the concept is more popular now than ever, as Linux has made ssh be available on everything from Raspberry Pi to Android. And I still run a Gopher server, looking pretty much like it did in 2002. This post also has a permanent home on my website, where it may be periodically updated.

26 August 2022

Antoine Beaupr : How to nationalize the internet in Canada

Rogers had a catastrophic failure in July 2022. It affected emergency services (as in: people couldn't call 911, but also some 911 services themselves failed), hospitals (which couldn't access prescriptions), banks and payment systems (as payment terminals stopped working), and regular users as well. The outage lasted almost a full day, and Rogers took days to give any technical explanation on the outage, and even when they did, details were sparse. So far the only detailed account is from outside actors like Cloudflare which seem to point at an internal BGP failure. Its impact on the economy has yet to be measured, but it probably cost millions of dollars in wasted time and possibly lead to life-threatening situations. Apart from holding Rogers (criminally?) responsible for this, what should be done in the future to avoid such problems? It's not the first time something like this has happened: it happened to Bell Canada as well. The Rogers outage is also strangely similar to the Facebook outage last year, but, to its credit, Facebook did post a fairly detailed explanation only a day later. The internet is designed to be decentralised, and having large companies like Rogers hold so much power is a crucial mistake that should be reverted. The question is how. Some critics were quick to point out that we need more ISP diversity and competition, but I think that's missing the point. Others have suggested that the internet should be a public good or even straight out nationalized. I believe the solution to the problem of large, private, centralised telcos and ISPs is to replace them with smaller, public, decentralised service providers. The only way to ensure that works is to make sure that public money ends up creating infrastructure controlled by the public, which means treating ISPs as a public utility. This has been implemented elsewhere: it works, it's cheaper, and provides better service.

A modest proposal Global wireless services (like phone services) and home internet inevitably grow into monopolies. They are public utilities, just like water, power, railways, and roads. The question of how they should be managed is therefore inherently political, yet people don't seem to question the idea that only the market (i.e. "competition") can solve this problem. I disagree. 10 years ago (in french), I suggested we, in Qu bec, should nationalize large telcos and internet service providers. I no longer believe is a realistic approach: most of those companies have crap copper-based networks (at least for the last mile), yet are worth billions of dollars. It would be prohibitive, and a waste, to buy them out. Back then, I called this idea "R seau-Qu bec", a reference to the already nationalized power company, Hydro-Qu bec. (This idea, incidentally, made it into the plan of a political party.) Now, I think we should instead build our own, public internet. Start setting up municipal internet services, fiber to the home in all cities, progressively. Then interconnect cities with fiber, and build peering agreements with other providers. This also includes a bid on wireless spectrum to start competing with phone providers as well. And while that sounds really ambitious, I think it's possible to take this one step at a time.

Municipal broadband In many parts of the world, municipal broadband is an elegant solution to the problem, with solutions ranging from Stockholm's city-owned fiber network (dark fiber, layer 1) to Utah's UTOPIA network (fiber to the premises, layer 2) and municipal wireless networks like Guifi.net which connects about 40,000 nodes in Catalonia. A good first step would be for cities to start providing broadband services to its residents, directly. Cities normally own sewage and water systems that interconnect most residences and therefore have direct physical access everywhere. In Montr al, in particular, there is an ongoing project to replace a lot of old lead-based plumbing which would give an opportunity to lay down a wired fiber network across the city. This is a wild guess, but I suspect this would be much less expensive than one would think. Some people agree with me and quote this as low as 1000$ per household. There is about 800,000 households in the city of Montr al, so we're talking about a 800 million dollars investment here, to connect every household in Montr al with fiber and incidentally a quarter of the province's population. And this is not an up-front cost: this can be built progressively, with expenses amortized over many years. (We should not, however, connect Montr al first: it's used as an example here because it's a large number of households to connect.) Such a network should be built with a redundant topology. I leave it as an open question whether we should adopt Stockholm's more minimalist approach or provide direct IP connectivity. I would tend to favor the latter, because then you can immediately start to offer the service to households and generate revenues to compensate for the capital expenditures. Given the ridiculous profit margins telcos currently have 8 billion $CAD net income for BCE (2019), 2 billion $CAD for Rogers (2020) I also believe this would actually turn into a profitable revenue stream for the city, the same way Hydro-Qu bec is more and more considered as a revenue stream for the state. (I personally believe that's actually wrong and we should treat those resources as human rights and not money cows, but I digress. The point is: this is not a cost point, it's a revenue.) The other major challenge here is that the city will need competent engineers to drive this project forward. But this is not different from the way other public utilities run: we have electrical engineers at Hydro, sewer and water engineers at the city, this is just another profession. If anything, the computing science sector might be more at fault than the city here in its failure to provide competent and accountable engineers to society... Right now, most of the network in Canada is copper: we are hitting the limits of that technology with DSL, and while cable has some life left to it (DOCSIS 4.0 does 4Gbps), that is nowhere near the capacity of fiber. Take the town of Chattanooga, Tennessee: in 2010, the city-owned ISP EPB finished deploying a fiber network to the entire town and provided gigabit internet to everyone. Now, 12 years later, they are using this same network to provide the mind-boggling speed of 25 gigabit to the home. To give you an idea, Chattanooga is roughly the size and density of Sherbrooke.

Provincial public internet As part of building a municipal network, the question of getting access to "the internet" will immediately come up. Naturally, this will first be solved by using already existing commercial providers to hook up residents to the rest of the global network. But eventually, networks should inter-connect: Montr al should connect with Laval, and then Trois-Rivi res, then Qu bec City. This will require long haul fiber runs, but those links are not actually that expensive, and many of those already exist as a public resource at RISQ and CANARIE, which cross-connects universities and colleges across the province and the country. Those networks might not have the capacity to cover the needs of the entire province right now, but that is a router upgrade away, thanks to the amazing capacity of fiber. There are two crucial mistakes to avoid at this point. First, the network needs to remain decentralised. Long haul links should be IP links with BGP sessions, and each city (or MRC) should have its own independent network, to avoid Rogers-class catastrophic failures. Second, skill needs to remain in-house: RISQ has already made that mistake, to a certain extent, by selling its neutral datacenter. Tellingly, MetroOptic, probably the largest commercial dark fiber provider in the province, now operates the QIX, the second largest "public" internet exchange in Canada. Still, we have a lot of infrastructure we can leverage here. If RISQ or CANARIE cannot be up to the task, Hydro-Qu bec has power lines running into every house in the province, with high voltage power lines running hundreds of kilometers far north. The logistics of long distance maintenance are already solved by that institution. In fact, Hydro already has fiber all over the province, but it is a private network, separate from the internet for security reasons (and that should probably remain so). But this only shows they already have the expertise to lay down fiber: they would just need to lay down a parallel network to the existing one. In that architecture, Hydro would be a "dark fiber" provider.

International public internet None of the above solves the problem for the entire population of Qu bec, which is notoriously dispersed, with an area three times the size of France, but with only an eight of its population (8 million vs 67). More specifically, Canada was originally a french colony, a land violently stolen from native people who have lived here for thousands of years. Some of those people now live in reservations, sometimes far from urban centers (but definitely not always). So the idea of leveraging the Hydro-Qu bec infrastructure doesn't always work to solve this, because while Hydro will happily flood a traditional hunting territory for an electric dam, they don't bother running power lines to the village they forcibly moved, powering it instead with noisy and polluting diesel generators. So before giving me fiber to the home, we should give power (and potable water, for that matter), to those communities first. So we need to discuss international connectivity. (How else could we consider those communities than peer nations anyways?c) Qu bec has virtually zero international links. Even in Montr al, which likes to style itself a major player in gaming, AI, and technology, most peering goes through either Toronto or New York. That's a problem that we must fix, regardless of the other problems stated here. Looking at the submarine cable map, we see very few international links actually landing in Canada. There is the Greenland connect which connects Newfoundland to Iceland through Greenland. There's the EXA which lands in Ireland, the UK and the US, and Google has the Topaz link on the west coast. That's about it, and none of those land anywhere near any major urban center in Qu bec. We should have a cable running from France up to Saint-F licien. There should be a cable from Vancouver to China. Heck, there should be a fiber cable running all the way from the end of the great lakes through Qu bec, then up around the northern passage and back down to British Columbia. Those cables are expensive, and the idea might sound ludicrous, but Russia is actually planning such a project for 2026. The US has cables running all the way up (and around!) Alaska, neatly bypassing all of Canada in the process. We just look ridiculous on that map. (Addendum: I somehow forgot to talk about Teleglobe here was founded as publicly owned company in 1950, growing international phone and (later) data links all over the world. It was privatized by the conservatives in 1984, along with rails and other "crown corporations". So that's one major risk to any effort to make public utilities work properly: some government might be elected and promptly sell it out to its friends for peanuts.)

Wireless networks I know most people will have rolled their eyes so far back their heads have exploded. But I'm not done yet. I want wireless too. And by wireless, I don't mean a bunch of geeks setting up OpenWRT routers on rooftops. I tried that, and while it was fun and educational, it didn't scale. A public networking utility wouldn't be complete without providing cellular phone service. This involves bidding for frequencies at the federal level, and deploying a rather large amount of infrastructure, but it could be a later phase, when the engineers and politicians have proven their worth. At least part of the Rogers fiasco would have been averted if such a decentralized network backend existed. One might even want to argue that a separate institution should be setup to provide phone services, independently from the regular wired networking, if only for reliability. Because remember here: the problem we're trying to solve is not just technical, it's about political boundaries, centralisation, and automation. If everything is ran by this one organisation again, we will have failed. However, I must admit that phone services is where my ideas fall a little short. I can't help but think it's also an accessible goal maybe starting with a virtual operator but it seems slightly less so than the others, especially considering how closed the phone ecosystem is.

Counter points In debating these ideas while writing this article, the following objections came up.

I don't want the state to control my internet One legitimate concern I have about the idea of the state running the internet is the potential it would have to censor or control the content running over the wires. But I don't think there is necessarily a direct relationship between resource ownership and control of content. Sure, China has strong censorship in place, partly implemented through state-controlled businesses. But Russia also has strong censorship in place, based on regulatory tools: they force private service providers to install back-doors in their networks to control content and surveil their users. Besides, the USA have been doing warrantless wiretapping since at least 2003 (and yes, that's 10 years before the Snowden revelations) so a commercial internet is no assurance that we have a free internet. Quite the contrary in fact: if anything, the commercial internet goes hand in hand with the neo-colonial internet, just like businesses did in the "good old colonial days". Large media companies are the primary censors of content here. In Canada, the media cartel requested the first site-blocking order in 2018. The plaintiffs (including Qu becor, Rogers, and Bell Canada) are both content providers and internet service providers, an obvious conflict of interest. Nevertheless, there are some strong arguments against having a centralised, state-owned monopoly on internet service providers. FDN makes a good point on this. But this is not what I am suggesting: at the provincial level, the network would be purely physical, and regional entities (which could include private companies) would peer over that physical network, ensuring decentralization. Delegating the management of that infrastructure to an independent non-profit or cooperative (but owned by the state) would also ensure some level of independence.

Isn't the government incompetent and corrupt? Also known as "private enterprise is better skilled at handling this, the state can't do anything right" I don't think this is a "fait accomplit". If anything, I have found publicly ran utilities to be spectacularly reliable here. I rarely have trouble with sewage, water, or power, and keep in mind I live in a city where we receive about 2 meters of snow a year, which tend to create lots of trouble with power lines. Unless there's a major weather event, power just runs here. I think the same can happen with an internet service provider. But it would certainly need to have higher standards to what we're used to, because frankly Internet is kind of janky.

A single monopoly will be less reliable I actually agree with that, but that is not what I am proposing anyways. Current commercial or non-profit entities will be free to offer their services on top of the public network. And besides, the current "ha! diversity is great" approach is exactly what we have now, and it's not working. The pretense that we can have competition over a single network is what led the US into the ridiculous situation where they also pretend to have competition over the power utility market. This led to massive forest fires in California and major power outages in Texas. It doesn't work.

Wouldn't this create an isolated network? One theory is that this new network would be so hostile to incumbent telcos and ISPs that they would simply refuse to network with the public utility. And while it is true that the telcos currently do also act as a kind of "tier one" provider in some places, I strongly feel this is also a problem that needs to be solved, regardless of ownership of networking infrastructure. Right now, telcos often hold both ends of the stick: they are the gateway to users, the "last mile", but they also provide peering to the larger internet in some locations. In at least one datacenter in downtown Montr al, I've seen traffic go through Bell Canada that was not directly targeted at Bell customers. So in effect, they are in a position of charging twice for the same traffic, and that's not only ridiculous, it should just be plain illegal. And besides, this is not a big problem: there are other providers out there. As bad as the market is in Qu bec, there is still some diversity in Tier one providers that could allow for some exits to the wider network (e.g. yes, Cogent is here too).

What about Google and Facebook? Nationalization of other service providers like Google and Facebook is out of scope of this discussion. That said, I am not sure the state should get into the business of organising the web or providing content services however, but I will point out it already does do some of that through its own websites. It should probably keep itself to this, and also consider providing normal services for people who don't or can't access the internet. (And I would also be ready to argue that Google and Facebook already act as extensions of the state: certainly if Facebook didn't exist, the CIA or the NSA would like to create it at this point. And Google has lucrative business with the US department of defense.)

What does not work So we've seen one thing that could work. Maybe it's too expensive. Maybe the political will isn't there. Maybe it will fail. We don't know yet. But we know what does not work, and it's what we've been doing ever since the internet has gone commercial.

Subsidies The absurd price we pay for data does not actually mean everyone gets high speed internet at home. Large swathes of the Qu bec countryside don't get broadband at all, and it can be difficult or expensive, even in large urban centers like Montr al, to get high speed internet. That is despite having a series of subsidies that all avoided investing in our own infrastructure. We had the "fonds de l'autoroute de l'information", "information highway fund" (site dead since 2003, archive.org link) and "branchez les familles", "connecting families" (site dead since 2003, archive.org link) which subsidized the development of a copper network. In 2014, more of the same: the federal government poured hundreds of millions of dollars into a program called connecting Canadians to connect 280 000 households to "high speed internet". And now, the federal and provincial governments are proudly announcing that "everyone is now connected to high speed internet", after pouring more than 1.1 billion dollars to connect, guess what, another 380 000 homes, right in time for the provincial election. Of course, technically, the deadline won't actually be met until 2023. Qu bec is a big area to cover, and you can guess what happens next: the telcos threw up their hand and said some areas just can't be connected. (Or they connect their CEO but not the poor folks across the lake.) The story then takes the predictable twist of giving more money out to billionaires, subsidizing now Musk's Starlink system to connect those remote areas. To give a concrete example: a friend who lives about 1000km away from Montr al, 4km from a small, 2500 habitant village, has recently got symmetric 100 mbps fiber at home from Telus, thanks to those subsidies. But I can't get that service in Montr al at all, presumably because Telus and Bell colluded to split that market. Bell doesn't provide me with such a service either: they tell me they have "fiber to my neighborhood", and only offer me a 25/10 mbps ADSL service. (There is Vid otron offering 400mbps, but that's copper cable, again a dead technology, and asymmetric.)

Conclusion Remember Chattanooga? Back in 2010, they funded the development of a fiber network, and now they have deployed a network roughly a thousand times faster than what we have just funded with a billion dollars. In 2010, I was paying Bell Canada 60$/mth for 20mbps and a 125GB cap, and now, I'm still (indirectly) paying Bell for roughly the same speed (25mbps). Back then, Bell was throttling their competitors networks until 2009, when they were forced by the CRTC to stop throttling. Both Bell and Vid otron still explicitly forbid you from running your own servers at home, Vid otron charges prohibitive prices which make it near impossible for resellers to sell uncapped services. Those companies are not spurring innovation: they are blocking it. We have spent all this money for the private sector to build us a private internet, over decades, without any assurance of quality, equity or reliability. And while in some locations, ISPs did deploy fiber to the home, they certainly didn't upgrade their entire network to follow suit, and even less allowed resellers to compete on that network. In 10 years, when 100mbps will be laughable, I bet those service providers will again punt the ball in the public courtyard and tell us they don't have the money to upgrade everyone's equipment. We got screwed. It's time to try something new.

Updates There was a discussion about this article on Hacker News which was surprisingly productive. Trigger warning: Hacker News is kind of right-wing, in case you didn't know. Since this article was written, at least two more major acquisitions happened, just in Qu bec: In the latter case, vMedia was explicitly saying it couldn't grow because of "lack of access to capital". So basically, we have given those companies a billion dollars, and they are not using that very money to buy out their competition. At least we could have given that money to small players to even out the playing field. But this is not how that works at all. Also, in a bizarre twist, an "analyst" believes the acquisition is likely to help Rogers acquire Shaw. Also, since this article was written, the Washington Post published a review of a book bringing similar ideas: Internet for the People The Fight for Our Digital Future, by Ben Tarnoff, at Verso books. It's short, but even more ambitious than what I am suggesting in this article, arguing that all big tech companies should be broken up and better regulated:
He pulls from Ethan Zuckerman s idea of a web that is plural in purpose that just as pool halls, libraries and churches each have different norms, purposes and designs, so too should different places on the internet. To achieve this, Tarnoff wants governments to pass laws that would make the big platforms unprofitable and, in their place, fund small-scale, local experiments in social media design. Instead of having platforms ruled by engagement-maximizing algorithms, Tarnoff imagines public platforms run by local librarians that include content from public media.
(Links mine: the Washington Post obviously prefers to not link to the real web, and instead doesn't link to Zuckerman's site all and suggests Amazon for the book, in a cynical example.) And in another example of how the private sector has failed us, there was recently a fluke in the AMBER alert system where the entire province was warned about a loose shooter in Saint-Elz ar except the people in the town, because they have spotty cell phone coverage. In other words, millions of people received a strongly toned, "life-threatening", alert for a city sometimes hours away, except the people most vulnerable to the alert. Not missing a beat, the CAQ party is promising more of the same medicine again and giving more money to telcos to fix the problem, suggesting to spend three billion dollars in private infrastructure.

22 August 2022

Jonathan Wiltshire: Team Roles and Tuckman s Model, for Debian teams

When I first moved from being a technical consultant to a manager of other consultants, I took a 5-day course Managing Technical Teams a bootstrap for managing people within organisations, but with a particular focus on technical people. We do have some particular quirks, after all Two elements of that course keep coming to mind when doing Debian work, and they both relate to how teams fit together and get stuff done. Tuckman s four stages model In the mid-1960s Bruce W. Tuckman developed a four-stage descriptive model of the stages a project team goes through in its lifetime. They are:
  • Forming: the team comes together and its members are typically motivated and excited, but they often also feel anxiety or uncertainty about how the team will operate and their place within it.
  • Storming: initial enthusiasm can give way to frustration or disagreement about goals, roles, expectations and responsibilities. Team members are establishing trust, power and status. This is the most critical stage.
  • Norming: team members take responsibility and share a common goal. They tolerate the whims and fancies of others, sometimes at the expense of conflict and sharing controversial ideas.
  • Performing: team members are confident, motivated and knowledgeable. They work towards the team s common goal. The team is high-achieving.
Resolved disagreements and personality clashes result in greater intimacy, and a spirit of co-operation emerges.
Teams need to understand these stages because a team can regress to earlier stages when its composition or goals change. A new member, the departure of an existing member, changes in supervisor or leadership style can all lead a team to regress to the storming stage and fail to perform for a time. When you see a team member say this, as I observed in an IRC channel recently, you know the team is performing:
nice teamwork these busy days Seen on IRC in the channel of a performing team
Tuckman s model describes a team s performance overall, but how can team members establish what they can contribute and how can they go doing so confidently and effectively? Belbin s Team Roles
The types of behaviour in which people engage are infinite. But the range of useful behaviours, which make an effective contribution to team performance, is finite. These behaviours are grouped into a set number of related clusters, to which the term Team Role is applied. Belbin, R M. Team Roles at Work. Oxford: Butterworth-Heinemann, 2010
Dr Meredith Belbin s thesis, based on nearly ten years research during the 1970s and 1980s, is that each team has a number of roles which need to be filled at various times, but they re not innate characteristics of the people filling them. People may have attributes which make them more or less suited to each role, and they can consciously take up a role if they recognise its need in the team at a particular time. Belbin s nine team roles are:
  • Plant (thinking): the ideas generator; solves difficult problems. Associated weaknesses: ignores incidentals; preoccupation
  • Resource investigator (people): outgoing; enthusiastic; has lots of contacts knows someone who might know someone who knows how to solve a problem. Associated weaknessses: over-optimism, enthusiasm wanes quickly
  • Co-ordinator (people): mature; confident; identifies talent; clarifies goals and delegates effectively. Associated weaknesses: may be seen as manipulative; offloads own share of work.
  • Shaper (action): challenging; dynamic; has drive. Describes what they want and when they want it. Associated weaknesses: prone to provocation; offends others feelings.
  • Monitor/evaluator (thinking): sees all options, judges accurately. Best given data and options and asked which the team should choose. Associated weaknesses: lacks drive; can be overly critical.
  • Teamworker (people): takes care of things behind the scenes; spots a problem and deals with it quietly without fuss. Averts friction. Associated weaknesses: indecisive; avoids confrontation.
  • Implementer (action): turns ideas into actions and organises work. Allowable weaknesses: somewhat inflexible; slow to respond to new possibilities.
  • Completer finisher (action): searches out errors; polishes and perfects. Despite the name, may never actually consider something finished . Associated weaknesses: inclined to worry; reluctant to delegate.
  • Specialist (thinking): knows or can acquire a wealth of things on a subject. Associated weaknesses: narrow focus; overwhelmes others with depth of knowledge.
(adapted from https://www.belbin.com/media/3471/belbin-team-role-descriptions-2022.pdf) A well-balanced team, Belbin asserts, isn t comprised of multiples of nine individuals who fit into one of these roles permanently. Rather, it has a number of people who are comfortable to wear some of these hats as the need arises. It s even useful to use the team roles as language: for example, someone playing a shaper might say the way we ve always done this is holding us back , to which a co-ordinator s could respond Steve, Joanna put on your Plant hats and find some new ideas. Talk to Susan and see if she knows someone who s tackled this before. Present the options to Nigel and he ll help evaluate which ones might work for us. Teams in Debian There are all sort of teams in Debian those which are formally brought into operation by the DPL or the constitution; package maintenance teams; public relations teams; non-technical content teams; special interest teams; and a whole heap of others. Teams can be formal and informal, fleeting or long-lived, two people working together or dozens. But they all have in common the Tuckman stages of their development and the Belbin team roles they need to fill to flourish. At some stage in their existence, they will all experience new or departing team members and a period of re-forming, norming and storming perhaps fleetingly, perhaps not. And at some stage they will all need someone to step into a team role, play the part and get the team one step further towards their goals. Footnote Belbin Associates, the company Meredith Belbin established to promote and continue his work, offers a personalised report with guidance about which roles team members show the strongest preferences for, and how to make best use of them in various settings. They re quick to complete and can also take into account observers , i.e. how others see a team member. All my technical staff go through this process blind shortly after they start, so as not to bias their input, and then we discuss the roles and their report in detail as a one-to-one. There are some teams in Debian for which this process and discussion as a group activity could be invaluable. I have no particular affiliation with Belbin Associates other than having used the reports and the language of team roles for a number of years. If there s sufficient interest for a BoF session at the next DebConf, I could probably be persuaded to lead it.
Photo by Josh Calabrese on Unsplash

12 August 2022

Shirish Agarwal: Mum and Books

The last day
The first lesson I would like everybody to know and have is to buy two machines, especially a machine to check low blood pressure. I had actually ordered one from Amazon but they never delivered. I hope to sue them in consumer court in due course of time. The other one is a blood sugar machine which I ordered and did get, but the former is more important than the latter, and the reason why will be known soon. Mum had stopped eating solids and was entirely on liquids for the last month of her life. I did try enticing her however I could with aromatic food but failed. Add to that we had weird weather this entire year. June is supposed to be when the weather turns and we have gentle showers, but this whole June it felt like we were in an oven. She asked for liquids whenever and although I hated that she was not eating solids, at least she was having liquids (juices and whatnot) and that s how I pacified myself. I had been repeatedly told by family and extended family to get a full-time nurse but she objected time and again for the same and I had to side with her. Then July 1st came around and part of extended family also came, and they impressed both on me and her to get a nurse so finally, I was able to get her nurse. I was also being pulled in various directions (outside my stuff, mumma s stuff) and doing whatever she needed in terms of supplies. On July 4th, think she had low blood pressure but without a machine, one cannot know. At least that s what I know. If somebody knows anything better, please share, who knows it may save lives. I don t have a blood pressure monitor even to date

There used to be 5-6 doctors in our locality before the Pandemic, but because of the Pandemic and whatever other reasons, almost all doctors had given up attending house calls. And the house where I live is a 100-year-old house so it has narrow passageways and we have no lift. So taking her in and out is a challenge and an ordeal, and something that is not easily done. I had to do some more works so I asked the nurse to stay a bit over 8 p.m. I came and the nurse left for the day. That day I had been distracted for a number of reasons which I don t remember what was but at that point in time, doing those works seemed important. I called out to her but she didn t respond. I remember the night before she had been agitated while sleeping, I slept nearby and kept an eye on her. I had called her a few times to ask whether she needed something but she didn t respond. (this is about the earlier night). That evening, it was raining quite a bit, I called her a few times but she didn t speak. I kissed her on the cheek and realized she is cold. Mumma usually becomes very agitated if she feels cold and shouts at me. I realized she is cold and her body a bit stiff. I was supposed to eat but just couldn t. I dunno what I suspected, I just hired a rickshaw and went around till 9 p.m. and it was a fruitless search for a doctor. I returned home, and again called her but there was no response. Because she was not responding, I became fearful, had a shat, and then dialed the hospital. Asking for the ambulance, it took about an hr. but finally, the ambulance came in. It was now 11 o clock or 2300 hrs. when the ambulance arrived in. It took another half an hr. getting few kids who had come from some movie or something to get them to help mum get down through the passage to the ambulance. We finally reached the hospital at 2330. The people on casualty that day were known to me, and they also knew my hearing problem, so it was much easier to communicate. Half an hour later, they proclaimed her dead. Fortunately or not, I had just bought the newer mobile phone just a few days back. And right now, In India, WhatsApp is one of the most used apps. So I was able to chat with everybody and tell them what was happening or rather what has happened. Of all, mamaji (mother s brother) shared that most members of the family would not be able to come except a cousin sister who lives in Mumbai. I was instructed to get the body refrigerated for a few hrs. It is only then I came to know various ways in which the body is refrigerated and how cruel it would have been towards Atal Bihari Vajpayee s family, but that is politics. I had to go to quite a few places and was back home around 3 a.m. I was supposed to sleep, but sleep was out of the question. I whiled away a few hrs. playing, seeing movies, something or the other to keep myself distracted as literally, I had no idea what to do. Morning came, took a bath, went outside, had some snacks, came home and somewhere then slept. One of my Mausi s (mother s sister) was insisting to get the body burnt in the morning itself but I wanted at least one relative to be there on the last journey. Cousin sister and her husband came to Pune around 4 p.m. I somehow woke, ringing, the vibration I do not know what. I took a short bath, rushed to the place where we had kept the body, got the body and from there where we had asked permission to get the body burned. More than anything else, I felt so sad that except for cousin sister, and me, nobody was with her on the last journey. Even that day, it was raining hard, so people avoided going out. Brother-in-law tried to give me some money, but I brushed it off. I just wanted their company, money is and was never the criteria. So, in the evening we had a meal, my cousin sister, brother-in-law, their two daughters and me. The next day we took the bones and ash to Alandi and did what was needed. I have tried to resurrect the day so many times in my head trying to figure out what I could have done better and am inconclusive. Having a blood pressure monitor for sure would have prevented the tragedy or at least post-phoned for it for a few more days, weeks, years, dunno. I am not medically inclined.

The Books I have to confess, the time they said she is no more, I was hoping that the doctors would say, we have a pill, would you like to take it, it would reunite you with mum. Maybe it wa crazy or whatever, but if such a situation had been, I would have easily gone for it. If I were to go, some people might miss me, but nobody would miss me terribly, and at least I would be with her. There was nothing to look forward to. What saved me from going mad was Michael Crichton s Timeline. It is a fascinating and seductive book. I had actually read it years ago but had forgotten. So many days and nights I was able to sleep hoping that quantum teleportation can be achieved. Anybody in my space would be easily enticed. What joy would it be if I were to meet mum once again. I can tell my other dumb child what to do so she lives for few more years. I could talk to her, just be with her for some time. It is a powerful and seductive idea. I can see so many cults and whatnot that can be formed around it, there may already be, who knows. Another good book that helped me to date has been Through The, Rings Of Fire (Hardcover, J. D. Benedict Thyagarajan). It is an autobiography of Venkat Chalasany (story of an orphan boy who became a successful builder in Pune and the setbacks he had.) While the author has very strong views and I sometimes feel very naive views about things, I was taken a ride of my own city as it was in 1970s and 1980s. I could very well imagine all the different places and people as if they were happening right now. While I have finished the main story, there is still a bit left to read and I read 5-10 minutes every day as it s like a sweet morsel, it s like somebody sharing a tale passed without me having to make an effort. And no lies, the author has been pretty upfront where he has exaggerated or told lies or simply made-up stuff. I was thinking of adding something about movies and some more info or impressions about android but it seems that would have to wait, I do hope, it does work for somebody, even if a single life can be saved from what I shared above, my job is done.

20 July 2022

Enrico Zini: Deconstruction of the DAM hat

Further reading Talk notes Intro
  • I'm not speaking for the whole of DAM
  • Motivation in part is personal frustration, and need to set boundaries and negotiate expectations
Debian Account Managers
  • history
Responsibility for official membership
  • approve account creation
  • manage the New Member Process and nm.debian.org
  • close MIA accounts
  • occasional emergency termination of accounts
  • handle Emeritus
  • with lots of help from FrontDesk and MIA teams (big shoutout)
What DAM is not
  • we are not mediators
  • we are not a community management team
  • a list or IRC moderation team
  • we are not responsible for vision or strategic choices about how people are expected to interact in Debian
  • We shouldn't try and solve things because they need solving
Unexpected responsibilities
  • Over time, the community has grown larger and more complex, in a larger and more complex online environment
  • Enforcing the Diversity Statement and the Code of Conduct
  • Emergency list moderation
    • we have ended up using DAM warnings to compensate for the lack of list moderation, at least twice
  • contributors.debian.org (mostly only because of me, but it would be good to have its own team)
DAM warnings
  • except for rare glaring cases, patterns of behaviour / intentions / taking feedback in, are more relevant than individual incidents
  • we do not set out to fix people. It is enough for us to get people to acknowledge a problem
    • if they can't acknowledge a problem they're probably out
    • once a problem is acknowledged, fixing it could be their implementation detail
    • then again it's not that easy to get a number of troublesome people to acknowledge problems, so we go back to the problem of deciding when enough is enough
DAM warnings?
  • I got to a point where I look at DAM warnings as potential signals that DAM has ended up with the ball that everyone else in Debian dropped.
  • DAM warning means we haven't gotten to a last resort situation yet, meaning that it probably shouldn't be DAM dealing with this at this point
  • Everyone in the project can write a person "do you realise there's an issue here? Can you do something to stop?", and give them a chance to reflect on issues or ignore them, and build their reputation accordingly.
  • People in Debian should not have to endure, completey powerless, as trolls drag painful list discussions indefinitely until all the trolled people run out of energy and leave. At the same time, people who abuse a list should expect to be suspended or banned from the list, not have their Debian membership put into question (unless it is a recurring pattern of behaviour).
  • The push to grow DAM warnings as a tool, is a sign of the rest of Debian passing on their responsibilities, and DAM picking them up.
  • Then in DAM we end up passing on things, too, because we also don't have the energy to face another intensive megametathread, and as we take actions for things that shouldn't quite be our responsibility, we face a higher level of controversy, and therefore demotivation.
  • Also, as we take actions for things that shouldn't be our responsibility, and work on a higher level of controversy, our legitimacy is undermined (and understandably so)
    • there's a pothole on my street that never gets filled, so at some point I go out and fill it. Then people thank me, people complain I shouldn't have, people complain I didn't fill it right, people appreciate the gesture and invite me to learn how to fix potholes better, people point me out to more potholes, and then complain that potholes don't get fixed properly on the whole street. I end up being the problem, instead of whoever had responsibility of the potholes but wasn't fixing them
  • The Community Team, the Diversity Team, and individual developers, have no energy or entitlement for explaining what a healthy community looks like, and DAM is left with that responsibility in the form of accountability for their actions: to issue, say, a DAM warning for bullying, we are expected to explain what is bullying, and how that kind of behaviour constitutes bullying, in a way that is understandable by the whole project.
  • Since there isn't consensus in the project about what bullying loos like, we end up having to define it in a warning, which again is a responsibility we shouldn't have, and we need to do it because we have an escalated situation at hand, but we can't do it right
House rules Interpreting house rules
  • you can't encode common sense about people behaviour in written rules: no matter how hard you try, people will find ways to cheat that
  • so one can use rules as a guideline, and someone responsible for the bits that can't go into rules.
    • context matters, privilege/oppression matters, patterns matter, histor matters
  • example:
    • call a person out for breaking a rule
    • get DARVO in response
    • state that DARVO is not acceptable
    • get concern trolling against margninalised people and accuse them of DARVO if they complain
  • example: assume good intentions vs enabling
  • example: rule lawyering and Figure skating
  • this cannot be solved by GRs: I/we (DAM)/possibly also we (Debian) don't want to do GRs about evaluating people
Governance by bullying
  • How to DoS discussions in Debian
    • example: gender, minority groups, affirmative action, inclusion, anything about the community team itself, anything about the CoC, systemd, usrmerge, dam warnings, expulsions
      • think of a topic. Think about sending a mail to debian-project about it. If you instinctively shiver at the thought, this is probably happening
      • would you send a mail about that to -project / -devel?
      • can you think of other topics?
    • it is an effective way of governance as it excludes topics from public discussion
  • A small number of people abuse all this, intentionally or not, to effectively manipulate decision making in the project.
  • Instead of using the rules of the community to bring forth the issues one cares about, it costs less energy to make it unthinkable or unbearable to have a discussion on issues one doesn't want to progress. What one can't stop constructively, one can oppose destructively.
  • even regularly diverting the discussion away from the original point or concern is enough to derail it without people realising you're doing it
  • This is an effective strategy for a few reckless people to unilaterally direct change, in the current state of Debian, at the cost of the health and the future of the community as a whole.
  • There are now a number of important issues nobody has the energy to discuss, because experience says that energy requirements to bring them to the foreground and deal with the consequences are anticipated to be disproportionate.
  • This is grave, as we're talking about trolling and bullying as malicious power moves to work around the accepted decision making structures of our community.
  • Solving this is out of scope for this talk, but it is urgent nevertheless, and can't be solved by expecting DAM to fix it
How about the Community Team?
  • It is also a small group of people who cannot pick up the responsibility of doing what the community isn't doing for itself
  • I believe we need to recover the Community Team: it's been years that every time they write something in public, they get bullied by the same recurring small group of people (see governance by bullying above)
How about DAM?
  • I was just saying that we are not the emergency catch all
  • When the only enforcement you have is "nuclear escalation", there's nothing you can do until it's too late, and meanwhile lots of people suffer (this was written before Russia invaded Ukraine)
  • Also, when issues happen on public lists, the BTS, or on IRC, some of the perpetrators are also outside of the jurisdiction of DAM, which shows how DAM is not the tool for this
How about the DPL?
  • Talking about emergency catch alls, don't they have enough to do already?
Concentrating responsibility
  • Concentrating all responsibility on social issues on a single point creates a scapegoat: we're blamed for any conduct issue, and we're blamed for any action we take on conduct issues
    • also, when you are a small group you are personally identified with it. Taking action on a person may mean making a new enemy, and becoming a target for harassment, retaliation, or even just the general unwarranted hostility of someone who is left with an axe to grind
  • As long as responsibility is centralised, any action one takes as a response of one micro-aggression (or one micro-aggression too many) is an overreaction. Distributing that responsibility allows a finer granularity of actions to be taken
    • you don't call the police to tell someone they're being annoying at the pub: the people at the pub will tell you you're being annoying, and the police is called if you want to beat them up in response
  • We are also a community where we have no tool to give feedback to posts, so it still looks good to nitpick stupid details with smart-looking tranchant one-liners, or elaborate confrontational put-downs, and one doesn't get the feedback of "that did not help". Compare with discussing https://salsa.debian.org/debian/grow-your-ideas/ which does have this kind of feedback
    • the lack of moderation and enforcement makes the Debian community ideal for easy baiting, concern trolling, dog whistling, and related fun, and people not empowered can be so manipulated to troll those responsible
    • if you're fragile in Debian, people will play cat and mouse with you. It might be social awkwardness, or people taking themselves too serious, but it can easily become bullying, and with no feedback it's hard to tell and course correct
  • Since DAM and DPL are where the ball stops, everyone else in Debian can afford to let the ball drop.
  • More generally, if only one group is responsible, nobody else is
Empowering developers
  • Police alone does not make a community safe: a community makes a community safe.
  • DDs currently have no power to act besides complaining to DAM, or complaining to Community Team that then can only pass complaints on to DAM.
    • you could act directly, but currently nobody has your back if the (micro-)aggression then starts extending to you, too
  • From no power comes no responsibility. And yet, the safety of a community is sustainable only if it is the responsibility of every member of the community.
  • don't wait for DAM as the only group who can do something
  • people should be able to address issues in smaller groups, without escalation at project level
  • but people don't have the tools for that
  • I/we've shouldered this responsibility for far too long because nobody else was doing it, and it's time the whole Debian community gets its act together and picks up this responsibility as they should be. You don't get to not care just because there's a small number of people who is caring for you.
What needs to happen
  • distinguish DAM decisions from decisions that are more about vision and direction, and would require more representation
  • DAM warnings shouldn't belong in DAM
  • who is responsible for interpretation of the CoC?
  • deciding what to do about controversial people shouldn't belong in DAM
  • curation of the community shouldn't belong in DAM
  • can't do this via GRs, it's a mess to do a GR to decide how acceptable is a specific person's behaviour, and a lot of this requires more and more frequent micro-decisions than one'd do via GRs

Next.

Previous.