summaryrefslogtreecommitdiffstats
path: root/Documentation/admin-guide/device-mapper/cache.rst
diff options
context:
space:
mode:
authorLinus Torvalds <torvalds@linux-foundation.org>2026-08-30 09:22:00 -0700
committerLinus Torvalds <torvalds@linux-foundation.org>2026-08-30 09:22:00 -0700
commit034dd340b08be1f2f0477ad16131d609f9dbd53c (patch)
tree2536f4b2d7893ccd916b5abdf3c454ad6edc03c2 /Documentation/admin-guide/device-mapper/cache.rst
downloadlinux-stable-034dd340b08be1f2f0477ad16131d609f9dbd53c.tar.gz
linux-stable-034dd340b08be1f2f0477ad16131d609f9dbd53c.zip
Merge tag 'trace-v7.3-2' of git://git.kernel.org/pub/scm/linux/kernel/git/trace/linux-tracegrafted
Pull tracing fixes from Steven Rostedt: - Fix error output of boot instance creation failure Currently if a boot instance creation fails, instead of printing out the name of the instance that failed, it prints "(null)". That is because it prints "cur_str" that had already been processed by strsep(). Print the saved name instead. While at it, print the error code of the failure. - Fix use-after-free for same named historgrams Histograms can be named so that they can be used in multiple events. But if the named histogram has a variable attached, the second event that uses the named histogram which duplicates it and needs to free the original after duplication leaves the old variable in place and still visible. If another histogram uses than variable, it will use the stale one which will try to reference the freed duplicate histogram and crash the kernel. Free the duplicate variables along with the duplicated histogram data. - Check return value of kthread_run() in event self test The events self tests uses a kthread for testing but does not check if it succeeded in creating a kthread. If the kthread creation were to fail, the code will still try to call kthread_stop() on the error returned. - Fix race between reading trace_pipe and updating subbuffer size If a user is reading the trace_pipe file at the same time they update the ring buffer sub-buffer size, can cause the trace_pipe read to read stale data. Add trace_access_lock() around updating the ring buffer sub-buffer size. - Fix eventfs_inode on failure path in creation of the events directory In the creation of the "events" directory, if after allocating the eventfs_inode a failure is detected, it calls cleanup_ei() which calls free_ei(). The free_ei() will test if eventfs_inode being freed has no children. It is a bug if it does. But on the failure case of the creation of the "events" directory, the children lists have not yet been initialized and the free will trigger a warning because list_empty() on an uninitialized list returns false. Move the initialization into init_ei() where it makes more sense and makes sure that a created eventfs_inode has its lists initialized upon creation. - Check return value of kthread_run() in ftrace direct sample code The sample code that shows how to use the ftrace direct calls does not test the return of kthread_run() to see if it succeeds. Return a failure if the kthread_run() doesn't succeed. - Clear user events state on fork in case of alloc failure On fork, the child gets a pointer to the parent's user events state. It makes a copy of it then updates the child's pointer to it. But if the allocation fails, the duplication function leaves the child with a pointer to its parent's descriptor. When the child cleans up its data, it will free the parent's descriptor while the parent is still using it. In the duplication function, set the child's user_event_mm to NULL before testing if the allocation succeeded, and when it exits it will not free the parent's descriptor. - Fix retry exhaustion in simple ring buffer reader swap simple_ring_buffer_swap_reader_page() starts with retry set to 8 and post-decrements it only after a failed link replacement. On the final attempt, a successful replacement leaves retry at zero, while a failed replacement leaves it at -1. But the check for success expects the retry value to be non-zero and exits with an error on zero. This is the opposite result. Fix it. - Fail nicely when the remote swap_reader_page() returns an error Currently, if the swap_reader_page() of a remote buffer fails, it triggers a WARN_ON_ONCE() and continues normally. Instead, have it exit with an error and a pr_warn() print instead of a full WARNING. * tag 'trace-v7.3-2' of git://git.kernel.org/pub/scm/linux/kernel/git/trace/linux-trace: ring-buffer: Stop remote reader update when page swap fails tracing: Fix retry exhaustion in simple ring buffer reader swap tracing/user_events: Clear copied tracing state before fork duplication samples/ftrace: Fix kthread_stop() on ERR_PTR in ftrace-direct-multi-modify samples/ftrace: Fix kthread_stop() on ERR_PTR in ftrace-direct-modify eventfs: Initialize ei->children and ei->list in init_ei() tracing: Fix use-after-free in trace_pipe read on sub-buffer order change tracing: Fix crash passing ERR_PTR to kthread_stop() tracing: Fix use-after-free with same-name named triggers tracing: Fix logged instance name on creation failure
Diffstat (limited to 'Documentation/admin-guide/device-mapper/cache.rst')
-rw-r--r--Documentation/admin-guide/device-mapper/cache.rst337
1 files changed, 337 insertions, 0 deletions
diff --git a/Documentation/admin-guide/device-mapper/cache.rst b/Documentation/admin-guide/device-mapper/cache.rst
new file mode 100644
index 000000000..f15e5254d
--- /dev/null
+++ b/Documentation/admin-guide/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'