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diff --git a/Documentation/device-mapper/cache.rst b/Documentation/device-mapper/cache.rst new file mode 100644 index 000000000000..f15e5254d05b --- /dev/null +++ b/Documentation/device-mapper/cache.rst @@ -0,0 +1,337 @@ +===== +Cache +===== + +Introduction +============ + +dm-cache is a device mapper target written by Joe Thornber, Heinz +Mauelshagen, and Mike Snitzer. + +It aims to improve performance of a block device (eg, a spindle) by +dynamically migrating some of its data to a faster, smaller device +(eg, an SSD). + +This device-mapper solution allows us to insert this caching at +different levels of the dm stack, for instance above the data device for +a thin-provisioning pool. Caching solutions that are integrated more +closely with the virtual memory system should give better performance. + +The target reuses the metadata library used in the thin-provisioning +library. + +The decision as to what data to migrate and when is left to a plug-in +policy module. Several of these have been written as we experiment, +and we hope other people will contribute others for specific io +scenarios (eg. a vm image server). + +Glossary +======== + + Migration + Movement of the primary copy of a logical block from one + device to the other. + Promotion + Migration from slow device to fast device. + Demotion + Migration from fast device to slow device. + +The origin device always contains a copy of the logical block, which +may be out of date or kept in sync with the copy on the cache device +(depending on policy). + +Design +====== + +Sub-devices +----------- + +The target is constructed by passing three devices to it (along with +other parameters detailed later): + +1. An origin device - the big, slow one. + +2. A cache device - the small, fast one. + +3. A small metadata device - records which blocks are in the cache, + which are dirty, and extra hints for use by the policy object. + This information could be put on the cache device, but having it + separate allows the volume manager to configure it differently, + e.g. as a mirror for extra robustness. This metadata device may only + be used by a single cache device. + +Fixed block size +---------------- + +The origin is divided up into blocks of a fixed size. This block size +is configurable when you first create the cache. Typically we've been +using block sizes of 256KB - 1024KB. The block size must be between 64 +sectors (32KB) and 2097152 sectors (1GB) and a multiple of 64 sectors (32KB). + +Having a fixed block size simplifies the target a lot. But it is +something of a compromise. For instance, a small part of a block may be +getting hit a lot, yet the whole block will be promoted to the cache. +So large block sizes are bad because they waste cache space. And small +block sizes are bad because they increase the amount of metadata (both +in core and on disk). + +Cache operating modes +--------------------- + +The cache has three operating modes: writeback, writethrough and +passthrough. + +If writeback, the default, is selected then a write to a block that is +cached will go only to the cache and the block will be marked dirty in +the metadata. + +If writethrough is selected then a write to a cached block will not +complete until it has hit both the origin and cache devices. Clean +blocks should remain clean. + +If passthrough is selected, useful when the cache contents are not known +to be coherent with the origin device, then all reads are served from +the origin device (all reads miss the cache) and all writes are +forwarded to the origin device; additionally, write hits cause cache +block invalidates. To enable passthrough mode the cache must be clean. +Passthrough mode allows a cache device to be activated without having to +worry about coherency. Coherency that exists is maintained, although +the cache will gradually cool as writes take place. If the coherency of +the cache can later be verified, or established through use of the +"invalidate_cblocks" message, the cache device can be transitioned to +writethrough or writeback mode while still warm. Otherwise, the cache +contents can be discarded prior to transitioning to the desired +operating mode. + +A simple cleaner policy is provided, which will clean (write back) all +dirty blocks in a cache. Useful for decommissioning a cache or when +shrinking a cache. Shrinking the cache's fast device requires all cache +blocks, in the area of the cache being removed, to be clean. If the +area being removed from the cache still contains dirty blocks the resize +will fail. Care must be taken to never reduce the volume used for the +cache's fast device until the cache is clean. This is of particular +importance if writeback mode is used. Writethrough and passthrough +modes already maintain a clean cache. Future support to partially clean +the cache, above a specified threshold, will allow for keeping the cache +warm and in writeback mode during resize. + +Migration throttling +-------------------- + +Migrating data between the origin and cache device uses bandwidth. +The user can set a throttle to prevent more than a certain amount of +migration occurring at any one time. Currently we're not taking any +account of normal io traffic going to the devices. More work needs +doing here to avoid migrating during those peak io moments. + +For the time being, a message "migration_threshold <#sectors>" +can be used to set the maximum number of sectors being migrated, +the default being 2048 sectors (1MB). + +Updating on-disk metadata +------------------------- + +On-disk metadata is committed every time a FLUSH or FUA bio is written. +If no such requests are made then commits will occur every second. This +means the cache behaves like a physical disk that has a volatile write +cache. If power is lost you may lose some recent writes. The metadata +should always be consistent in spite of any crash. + +The 'dirty' state for a cache block changes far too frequently for us +to keep updating it on the fly. So we treat it as a hint. In normal +operation it will be written when the dm device is suspended. If the +system crashes all cache blocks will be assumed dirty when restarted. + +Per-block policy hints +---------------------- + +Policy plug-ins can store a chunk of data per cache block. It's up to +the policy how big this chunk is, but it should be kept small. Like the +dirty flags this data is lost if there's a crash so a safe fallback +value should always be possible. + +Policy hints affect performance, not correctness. + +Policy messaging +---------------- + +Policies will have different tunables, specific to each one, so we +need a generic way of getting and setting these. Device-mapper +messages are used. Refer to cache-policies.txt. + +Discard bitset resolution +------------------------- + +We can avoid copying data during migration if we know the block has +been discarded. A prime example of this is when mkfs discards the +whole block device. We store a bitset tracking the discard state of +blocks. However, we allow this bitset to have a different block size +from the cache blocks. This is because we need to track the discard +state for all of the origin device (compare with the dirty bitset +which is just for the smaller cache device). + +Target interface +================ + +Constructor +----------- + + :: + + cache <metadata dev> <cache dev> <origin dev> <block size> + <#feature args> [<feature arg>]* + <policy> <#policy args> [policy args]* + + ================ ======================================================= + metadata dev fast device holding the persistent metadata + cache dev fast device holding cached data blocks + origin dev slow device holding original data blocks + block size cache unit size in sectors + + #feature args number of feature arguments passed + feature args writethrough or passthrough (The default is writeback.) + + policy the replacement policy to use + #policy args an even number of arguments corresponding to + key/value pairs passed to the policy + policy args key/value pairs passed to the policy + E.g. 'sequential_threshold 1024' + See cache-policies.txt for details. + ================ ======================================================= + +Optional feature arguments are: + + + ==================== ======================================================== + writethrough write through caching that prohibits cache block + content from being different from origin block content. + Without this argument, the default behaviour is to write + back cache block contents later for performance reasons, + so they may differ from the corresponding origin blocks. + + passthrough a degraded mode useful for various cache coherency + situations (e.g., rolling back snapshots of + underlying storage). Reads and writes always go to + the origin. If a write goes to a cached origin + block, then the cache block is invalidated. + To enable passthrough mode the cache must be clean. + + metadata2 use version 2 of the metadata. This stores the dirty + bits in a separate btree, which improves speed of + shutting down the cache. + + no_discard_passdown disable passing down discards from the cache + to the origin's data device. + ==================== ======================================================== + +A policy called 'default' is always registered. This is an alias for +the policy we currently think is giving best all round performance. + +As the default policy could vary between kernels, if you are relying on +the characteristics of a specific policy, always request it by name. + +Status +------ + +:: + + <metadata block size> <#used metadata blocks>/<#total metadata blocks> + <cache block size> <#used cache blocks>/<#total cache blocks> + <#read hits> <#read misses> <#write hits> <#write misses> + <#demotions> <#promotions> <#dirty> <#features> <features>* + <#core args> <core args>* <policy name> <#policy args> <policy args>* + <cache metadata mode> + + +========================= ===================================================== +metadata block size Fixed block size for each metadata block in + sectors +#used metadata blocks Number of metadata blocks used +#total metadata blocks Total number of metadata blocks +cache block size Configurable block size for the cache device + in sectors +#used cache blocks Number of blocks resident in the cache +#total cache blocks Total number of cache blocks +#read hits Number of times a READ bio has been mapped + to the cache +#read misses Number of times a READ bio has been mapped + to the origin +#write hits Number of times a WRITE bio has been mapped + to the cache +#write misses Number of times a WRITE bio has been + mapped to the origin +#demotions Number of times a block has been removed + from the cache +#promotions Number of times a block has been moved to + the cache +#dirty Number of blocks in the cache that differ + from the origin +#feature args Number of feature args to follow +feature args 'writethrough' (optional) +#core args Number of core arguments (must be even) +core args Key/value pairs for tuning the core + e.g. migration_threshold +policy name Name of the policy +#policy args Number of policy arguments to follow (must be even) +policy args Key/value pairs e.g. sequential_threshold +cache metadata mode ro if read-only, rw if read-write + + In serious cases where even a read-only mode is + deemed unsafe no further I/O will be permitted and + the status will just contain the string 'Fail'. + The userspace recovery tools should then be used. +needs_check 'needs_check' if set, '-' if not set + A metadata operation has failed, resulting in the + needs_check flag being set in the metadata's + superblock. The metadata device must be + deactivated and checked/repaired before the + cache can be made fully operational again. + '-' indicates needs_check is not set. +========================= ===================================================== + +Messages +-------- + +Policies will have different tunables, specific to each one, so we +need a generic way of getting and setting these. Device-mapper +messages are used. (A sysfs interface would also be possible.) + +The message format is:: + + <key> <value> + +E.g.:: + + dmsetup message my_cache 0 sequential_threshold 1024 + + +Invalidation is removing an entry from the cache without writing it +back. Cache blocks can be invalidated via the invalidate_cblocks +message, which takes an arbitrary number of cblock ranges. Each cblock +range's end value is "one past the end", meaning 5-10 expresses a range +of values from 5 to 9. Each cblock must be expressed as a decimal +value, in the future a variant message that takes cblock ranges +expressed in hexadecimal may be needed to better support efficient +invalidation of larger caches. The cache must be in passthrough mode +when invalidate_cblocks is used:: + + invalidate_cblocks [<cblock>|<cblock begin>-<cblock end>]* + +E.g.:: + + dmsetup message my_cache 0 invalidate_cblocks 2345 3456-4567 5678-6789 + +Examples +======== + +The test suite can be found here: + +https://github.com/jthornber/device-mapper-test-suite + +:: + + dmsetup create my_cache --table '0 41943040 cache /dev/mapper/metadata \ + /dev/mapper/ssd /dev/mapper/origin 512 1 writeback default 0' + dmsetup create my_cache --table '0 41943040 cache /dev/mapper/metadata \ + /dev/mapper/ssd /dev/mapper/origin 1024 1 writeback \ + mq 4 sequential_threshold 1024 random_threshold 8' |