CS552 Operating Systems Fall 2023

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General information:

• Instructor: Rich West
Office hours: TTh 5:00-6:30pm
Office: CDS 736

• TFs: Anton Njavro
  
Office hours: TBA

• Tutorial/lab sessions:
  
• Session 1: Wednesday 3:35-4:25pm (CAS 226)
  
• Session 2: Wednesday 4:40-5:30pm (CAS 226)
  
• Session 3: Wednesday 5:45-6:35pm (CAS 226)
• Lab details can be found here.
  

• Class location/time: CAS 522, TTh 3:30-4:45pm
  
• Recommended Text: Any of the following books are in the same equivalence class. I will not require any but they cover the basic concepts:
• Silberschatz, Galvin and Gagne, "Operating System Concepts," John Wiley and Sons, Inc., 2018 (10th Edition) - ISBN: 978-1-118-06333-0
• NOTE: If you have an older version of the above book it will most likely be adequate
• "Modern Operating Systems," A. Tanenbaum
• "Operating Systems: Internals and Design Principles," W. Stallings
• Weekly Syllabus (Subject to change)
• Grading and Policy (Subject to change)
• Mailing list: We will use piazza for online discussions
  

Course Summary:

• This course covers the fundamental concepts of operating systems. Topics including OS structure, processes/thread management, synchronization, deadlocks, file systems, I/O and memory management will be discussed.
  
• A good understanding of C or C++ is required. A prior understanding of assembly programming will be useful, especially x86 assembly, bu this is not prerequisite knowledge.
  
• Advanced topics including those based on distributed computing will be discussed, time permitting. Additionally, case studies based on a real-world operating system (e.g., Linux) will be covered, where appropriate, throughout the course.
  
• You will be required to tackle projects that involve kernel-level programming of existing systems such as Linux, and writing your own OS abstractions/features on bare-bones hardware. In the latter case, we will use PC emulation/virtualization tools such as Bochs, QEMU/KVM, VMWare Workstation/Player and Oracle's VirtualBox.
• Several projects may require development and use of our own in-house operating system, called Quest.
  
• Socket programming and abstractions such as remote procedure calls may be required for some of the projects.
• Prerequisites: CS210 (or the consent of the instructor).

Further Information:

• Linux source code cross reference
  
• "Linux Device Drivers," by  Corbet, Kroah-Hartman, and Rubini,  O'Reilly . This is useful to understand how kernel modules are implemented in Linux, as well as to find out about synchronization capabilities, interrupt and device management.
  
• The following links are primarily for those curious to know how to write their own operating system:
• The Operating System Resource Center
• Good source of hardware and software information, especially for the PC platform.
  
• OSDev.org wiki page
  
• Lots of info on bootloaders, PC emulators and hardware. This site has come a long way over the years and is very valuable if you want to write your own OS. My research group has used this site a lot.
  
• For those wishing to find out more about PC emulators/virtualizers, the following are particularly relevant:
• VMware
• VMPlayer is free but Workstation (PC) and Fusion (Mac) are not. However, Workstation and Fusion both now support nested virtual machines that rely on x86 hardware virtualization, such as VMX/EPT support on Intel processors. For most, this is not important, but if you're a bleeding-edge researcher/developer who wants to design a system or a hypervisor in a VM this is extremely useful. Without it, you have to work on the bare metal.
  
• VirtualBox
• this has a very good user interface, like VMware's software. For getting up and running this or one of the VMware tools is probably easiest but the ones below are all very good for developing and debugging kernel code.
  
• Bochs
• one of the first x86 PC emulators and still extremely valuable for OS development. Very good for debugging kernel code.
  
• QEMU
• like Bochs, it's very good for developing kernel code. Relatively low-level interface but supports ARM as well as x86.
  
• KVM
• this is actually a Linux kernel loadable module that exposes the hardware virtualization features of Intel VT and AMD-V processors.
  

• The concept of "threads" will feature as part of this course. Some useful documentation on threads includes:
• Pthreads Programming, Bradford Nichols, Dick Buttlar & Jacqueline Proulx Farrell, O'Reilly, ISBN 1-56592-115-1.
• Multithreaded Programming with Pthreads, Bil Lewis and Daniel J. Berg, Sun Microsystems Press, ISBN 0-13-680729-1.
• Using a Solaris-based workstation or PC, use "answerbook2" (or the older "answerbook"), to access Sun's Multithreaded Programming Guide.
• Additional textbooks relevant to this course include:
• "Understanding the Linux Kernel", Daniel P. Bovet and Marco Cesati, O'Reilly, 2001 (ISBN: 0-596-00002-2),
• "Advanced Programming in the UNIX Environment", W. Richard Stevens, Addison Wesley, 2000 (ISBN: 0201563177).
• "UNIX Network Programming", Volume 1, W. Richard Stevens, Prentice Hall, 1998 (ISBN: 0-13-490012-X).
• Useful documentation on the Intel 64 and IA-32  architectures is included in the Software Developer's Manuals. These manuals are split into several volumes, and can be found here.
  
• For help with in-line assembly look here.