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+= Transparent Hugepage Support =
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+
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+== Objective ==
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+
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+Performance critical computing applications dealing with large memory
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+working sets are already running on top of libhugetlbfs and in turn
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+hugetlbfs. Transparent Hugepage Support is an alternative means of
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+using huge pages for the backing of virtual memory with huge pages
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+that supports the automatic promotion and demotion of page sizes and
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+without the shortcomings of hugetlbfs.
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+
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+Currently it only works for anonymous memory mappings but in the
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+future it can expand over the pagecache layer starting with tmpfs.
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+
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+The reason applications are running faster is because of two
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+factors. The first factor is almost completely irrelevant and it's not
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+of significant interest because it'll also have the downside of
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+requiring larger clear-page copy-page in page faults which is a
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+potentially negative effect. The first factor consists in taking a
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+single page fault for each 2M virtual region touched by userland (so
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+reducing the enter/exit kernel frequency by a 512 times factor). This
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+only matters the first time the memory is accessed for the lifetime of
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+a memory mapping. The second long lasting and much more important
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+factor will affect all subsequent accesses to the memory for the whole
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+runtime of the application. The second factor consist of two
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+components: 1) the TLB miss will run faster (especially with
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+virtualization using nested pagetables but almost always also on bare
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+metal without virtualization) and 2) a single TLB entry will be
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+mapping a much larger amount of virtual memory in turn reducing the
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+number of TLB misses. With virtualization and nested pagetables the
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+TLB can be mapped of larger size only if both KVM and the Linux guest
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+are using hugepages but a significant speedup already happens if only
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+one of the two is using hugepages just because of the fact the TLB
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+miss is going to run faster.
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+
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+== Design ==
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+
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+- "graceful fallback": mm components which don't have transparent
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+ hugepage knowledge fall back to breaking a transparent hugepage and
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+ working on the regular pages and their respective regular pmd/pte
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+ mappings
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+
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+- if a hugepage allocation fails because of memory fragmentation,
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+ regular pages should be gracefully allocated instead and mixed in
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+ the same vma without any failure or significant delay and without
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+ userland noticing
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+
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+- if some task quits and more hugepages become available (either
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+ immediately in the buddy or through the VM), guest physical memory
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+ backed by regular pages should be relocated on hugepages
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+ automatically (with khugepaged)
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+
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+- it doesn't require memory reservation and in turn it uses hugepages
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+ whenever possible (the only possible reservation here is kernelcore=
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+ to avoid unmovable pages to fragment all the memory but such a tweak
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+ is not specific to transparent hugepage support and it's a generic
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+ feature that applies to all dynamic high order allocations in the
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+ kernel)
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+
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+- this initial support only offers the feature in the anonymous memory
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+ regions but it'd be ideal to move it to tmpfs and the pagecache
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+ later
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+
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+Transparent Hugepage Support maximizes the usefulness of free memory
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+if compared to the reservation approach of hugetlbfs by allowing all
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+unused memory to be used as cache or other movable (or even unmovable
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+entities). It doesn't require reservation to prevent hugepage
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+allocation failures to be noticeable from userland. It allows paging
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+and all other advanced VM features to be available on the
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+hugepages. It requires no modifications for applications to take
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+advantage of it.
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+
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+Applications however can be further optimized to take advantage of
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+this feature, like for example they've been optimized before to avoid
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+a flood of mmap system calls for every malloc(4k). Optimizing userland
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+is by far not mandatory and khugepaged already can take care of long
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+lived page allocations even for hugepage unaware applications that
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+deals with large amounts of memory.
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+
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+In certain cases when hugepages are enabled system wide, application
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+may end up allocating more memory resources. An application may mmap a
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+large region but only touch 1 byte of it, in that case a 2M page might
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+be allocated instead of a 4k page for no good. This is why it's
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+possible to disable hugepages system-wide and to only have them inside
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+MADV_HUGEPAGE madvise regions.
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+
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+Embedded systems should enable hugepages only inside madvise regions
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+to eliminate any risk of wasting any precious byte of memory and to
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+only run faster.
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+
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+Applications that gets a lot of benefit from hugepages and that don't
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+risk to lose memory by using hugepages, should use
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+madvise(MADV_HUGEPAGE) on their critical mmapped regions.
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+
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+== sysfs ==
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+
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+Transparent Hugepage Support can be entirely disabled (mostly for
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+debugging purposes) or only enabled inside MADV_HUGEPAGE regions (to
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+avoid the risk of consuming more memory resources) or enabled system
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+wide. This can be achieved with one of:
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+
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+echo always >/sys/kernel/mm/transparent_hugepage/enabled
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+echo madvise >/sys/kernel/mm/transparent_hugepage/enabled
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+echo never >/sys/kernel/mm/transparent_hugepage/enabled
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+
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+It's also possible to limit defrag efforts in the VM to generate
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+hugepages in case they're not immediately free to madvise regions or
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+to never try to defrag memory and simply fallback to regular pages
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+unless hugepages are immediately available. Clearly if we spend CPU
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+time to defrag memory, we would expect to gain even more by the fact
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+we use hugepages later instead of regular pages. This isn't always
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+guaranteed, but it may be more likely in case the allocation is for a
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+MADV_HUGEPAGE region.
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+
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+echo always >/sys/kernel/mm/transparent_hugepage/defrag
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+echo madvise >/sys/kernel/mm/transparent_hugepage/defrag
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+echo never >/sys/kernel/mm/transparent_hugepage/defrag
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+
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+khugepaged will be automatically started when
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+transparent_hugepage/enabled is set to "always" or "madvise, and it'll
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+be automatically shutdown if it's set to "never".
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+
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+khugepaged runs usually at low frequency so while one may not want to
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+invoke defrag algorithms synchronously during the page faults, it
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+should be worth invoking defrag at least in khugepaged. However it's
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+also possible to disable defrag in khugepaged:
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+
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+echo yes >/sys/kernel/mm/transparent_hugepage/khugepaged/defrag
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+echo no >/sys/kernel/mm/transparent_hugepage/khugepaged/defrag
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+
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+You can also control how many pages khugepaged should scan at each
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+pass:
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+
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+/sys/kernel/mm/transparent_hugepage/khugepaged/pages_to_scan
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+
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+and how many milliseconds to wait in khugepaged between each pass (you
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+can set this to 0 to run khugepaged at 100% utilization of one core):
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+
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+/sys/kernel/mm/transparent_hugepage/khugepaged/scan_sleep_millisecs
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+
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+and how many milliseconds to wait in khugepaged if there's an hugepage
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+allocation failure to throttle the next allocation attempt.
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+
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+/sys/kernel/mm/transparent_hugepage/khugepaged/alloc_sleep_millisecs
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+
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+The khugepaged progress can be seen in the number of pages collapsed:
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+
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+/sys/kernel/mm/transparent_hugepage/khugepaged/pages_collapsed
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+
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+for each pass:
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+
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+/sys/kernel/mm/transparent_hugepage/khugepaged/full_scans
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+
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+== Boot parameter ==
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+
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+You can change the sysfs boot time defaults of Transparent Hugepage
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+Support by passing the parameter "transparent_hugepage=always" or
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+"transparent_hugepage=madvise" or "transparent_hugepage=never"
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+(without "") to the kernel command line.
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+
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+== Need of application restart ==
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+
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+The transparent_hugepage/enabled values only affect future
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+behavior. So to make them effective you need to restart any
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+application that could have been using hugepages. This also applies to
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+the regions registered in khugepaged.
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+
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+== get_user_pages and follow_page ==
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+
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+get_user_pages and follow_page if run on a hugepage, will return the
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+head or tail pages as usual (exactly as they would do on
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+hugetlbfs). Most gup users will only care about the actual physical
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+address of the page and its temporary pinning to release after the I/O
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+is complete, so they won't ever notice the fact the page is huge. But
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+if any driver is going to mangle over the page structure of the tail
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+page (like for checking page->mapping or other bits that are relevant
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+for the head page and not the tail page), it should be updated to jump
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+to check head page instead (while serializing properly against
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+split_huge_page() to avoid the head and tail pages to disappear from
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+under it, see the futex code to see an example of that, hugetlbfs also
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+needed special handling in futex code for similar reasons).
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+
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+NOTE: these aren't new constraints to the GUP API, and they match the
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+same constrains that applies to hugetlbfs too, so any driver capable
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+of handling GUP on hugetlbfs will also work fine on transparent
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+hugepage backed mappings.
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+
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+In case you can't handle compound pages if they're returned by
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+follow_page, the FOLL_SPLIT bit can be specified as parameter to
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+follow_page, so that it will split the hugepages before returning
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+them. Migration for example passes FOLL_SPLIT as parameter to
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+follow_page because it's not hugepage aware and in fact it can't work
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+at all on hugetlbfs (but it instead works fine on transparent
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+hugepages thanks to FOLL_SPLIT). migration simply can't deal with
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+hugepages being returned (as it's not only checking the pfn of the
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+page and pinning it during the copy but it pretends to migrate the
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+memory in regular page sizes and with regular pte/pmd mappings).
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+
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+== Optimizing the applications ==
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+
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+To be guaranteed that the kernel will map a 2M page immediately in any
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+memory region, the mmap region has to be hugepage naturally
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+aligned. posix_memalign() can provide that guarantee.
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+
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+== Hugetlbfs ==
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+
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+You can use hugetlbfs on a kernel that has transparent hugepage
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+support enabled just fine as always. No difference can be noted in
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+hugetlbfs other than there will be less overall fragmentation. All
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+usual features belonging to hugetlbfs are preserved and
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+unaffected. libhugetlbfs will also work fine as usual.
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+
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+== Graceful fallback ==
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+
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+Code walking pagetables but unware about huge pmds can simply call
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+split_huge_page_pmd(mm, pmd) where the pmd is the one returned by
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+pmd_offset. It's trivial to make the code transparent hugepage aware
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+by just grepping for "pmd_offset" and adding split_huge_page_pmd where
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+missing after pmd_offset returns the pmd. Thanks to the graceful
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+fallback design, with a one liner change, you can avoid to write
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+hundred if not thousand of lines of complex code to make your code
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+hugepage aware.
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+
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+If you're not walking pagetables but you run into a physical hugepage
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+but you can't handle it natively in your code, you can split it by
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+calling split_huge_page(page). This is what the Linux VM does before
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+it tries to swapout the hugepage for example.
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+
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+Example to make mremap.c transparent hugepage aware with a one liner
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+change:
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+
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+diff --git a/mm/mremap.c b/mm/mremap.c
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+--- a/mm/mremap.c
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++++ b/mm/mremap.c
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+@@ -41,6 +41,7 @@ static pmd_t *get_old_pmd(struct mm_stru
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+ return NULL;
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+
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+ pmd = pmd_offset(pud, addr);
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++ split_huge_page_pmd(mm, pmd);
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+ if (pmd_none_or_clear_bad(pmd))
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+ return NULL;
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+
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+== Locking in hugepage aware code ==
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+
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+We want as much code as possible hugepage aware, as calling
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+split_huge_page() or split_huge_page_pmd() has a cost.
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+
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+To make pagetable walks huge pmd aware, all you need to do is to call
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+pmd_trans_huge() on the pmd returned by pmd_offset. You must hold the
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+mmap_sem in read (or write) mode to be sure an huge pmd cannot be
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+created from under you by khugepaged (khugepaged collapse_huge_page
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+takes the mmap_sem in write mode in addition to the anon_vma lock). If
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+pmd_trans_huge returns false, you just fallback in the old code
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+paths. If instead pmd_trans_huge returns true, you have to take the
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+mm->page_table_lock and re-run pmd_trans_huge. Taking the
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+page_table_lock will prevent the huge pmd to be converted into a
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+regular pmd from under you (split_huge_page can run in parallel to the
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+pagetable walk). If the second pmd_trans_huge returns false, you
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+should just drop the page_table_lock and fallback to the old code as
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+before. Otherwise you should run pmd_trans_splitting on the pmd. In
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+case pmd_trans_splitting returns true, it means split_huge_page is
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+already in the middle of splitting the page. So if pmd_trans_splitting
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+returns true it's enough to drop the page_table_lock and call
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+wait_split_huge_page and then fallback the old code paths. You are
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+guaranteed by the time wait_split_huge_page returns, the pmd isn't
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+huge anymore. If pmd_trans_splitting returns false, you can proceed to
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+process the huge pmd and the hugepage natively. Once finished you can
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+drop the page_table_lock.
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+
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+== compound_lock, get_user_pages and put_page ==
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+
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+split_huge_page internally has to distribute the refcounts in the head
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+page to the tail pages before clearing all PG_head/tail bits from the
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+page structures. It can do that easily for refcounts taken by huge pmd
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+mappings. But the GUI API as created by hugetlbfs (that returns head
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+and tail pages if running get_user_pages on an address backed by any
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+hugepage), requires the refcount to be accounted on the tail pages and
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+not only in the head pages, if we want to be able to run
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+split_huge_page while there are gup pins established on any tail
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+page. Failure to be able to run split_huge_page if there's any gup pin
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+on any tail page, would mean having to split all hugepages upfront in
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+get_user_pages which is unacceptable as too many gup users are
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+performance critical and they must work natively on hugepages like
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+they work natively on hugetlbfs already (hugetlbfs is simpler because
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+hugetlbfs pages cannot be splitted so there wouldn't be requirement of
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+accounting the pins on the tail pages for hugetlbfs). If we wouldn't
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+account the gup refcounts on the tail pages during gup, we won't know
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+anymore which tail page is pinned by gup and which is not while we run
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+split_huge_page. But we still have to add the gup pin to the head page
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+too, to know when we can free the compound page in case it's never
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+splitted during its lifetime. That requires changing not just
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+get_page, but put_page as well so that when put_page runs on a tail
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+page (and only on a tail page) it will find its respective head page,
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+and then it will decrease the head page refcount in addition to the
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+tail page refcount. To obtain a head page reliably and to decrease its
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+refcount without race conditions, put_page has to serialize against
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+__split_huge_page_refcount using a special per-page lock called
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+compound_lock.
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