[PATCH RFC v3 0/9] virtio-mem: paravirtualized memory

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Long time no RFC! I finally had time to get the next version of the Linux
driver side of virtio-mem into shape, incorporating ideas and feedback from
previous discussions.

This RFC is based on the series currently on the mm list:
- [PATCH 0/3] Remove __online_page_set_limits()
- [PATCH v1 0/3] mm/memory_hotplug: Export generic_online_page()
- [PATCH v4 0/8] mm/memory_hotplug: Shrink zones before removing memory
The current state (kept updated) is available on
- https://github.com/davidhildenbrand/linux/tree/virtio-mem

The basic idea of virtio-mem is to provide a flexible,
cross-architecture memory hot(un)plug solution that avoids many limitations
imposed by existing technologies, architectures, and interfaces. More
details can be found below and in linked material.

This RFC was only tested on x86-64, however, should theoretically work
on any Linux architecture that implements memory hot(un)plug - like
s390x. On x86-64, it is currently possible to add/remove memory to the
system in >= 4MB granularity. Memory hotplug works very reliable. For
memory unplug, there are no guarantees how much memory can actually get
unplugged, it depends on the setup. I have plans to improve that in the
future.

--------------------------------------------------------------------------
1. virtio-mem
--------------------------------------------------------------------------

The basic idea behind virtio-mem was presented at KVM Forum 2018. The
slides can be found at [1]. The previous RFC can be found at [2]. The
first RFC can be found at [3]. However, the concept evolved over time. The
KVM Forum slides roughly match the current design.

Patch #2 ("virtio-mem: Paravirtualized memory hotplug") contains quite some
information, especially in "include/uapi/linux/virtio_mem.h":

  Each virtio-mem device manages a dedicated region in physical address
  space. Each device can belong to a single NUMA node, multiple devices
  for a single NUMA node are possible. A virtio-mem device is like a
  "resizable DIMM" consisting of small memory blocks that can be plugged
  or unplugged. The device driver is responsible for (un)plugging memory
  blocks on demand.

  Virtio-mem devices can only operate on their assigned memory region in
  order to (un)plug memory. A device cannot (un)plug memory belonging to
  other devices.

  The "region_size" corresponds to the maximum amount of memory that can
  be provided by a device. The "size" corresponds to the amount of memory
  that is currently plugged. "requested_size" corresponds to a request
  from the device to the device driver to (un)plug blocks. The
  device driver should try to (un)plug blocks in order to reach the
  "requested_size". It is impossible to plug more memory than requested.

  The "usable_region_size" represents the memory region that can actually
  be used to (un)plug memory. It is always at least as big as the
  "requested_size" and will grow dynamically. It will only shrink when
  explicitly triggered (VIRTIO_MEM_REQ_UNPLUG).

  Memory in the usable region can usually be read, however, there are no
  guarantees. It can happen that the device cannot process a request,
  because it is busy. The device driver has to retry later.

  Usually, during system resets all memory will get unplugged, so the
  device driver can start with a clean state. However, in specific
  scenarios (if the device is busy) it can happen that the device still
  has memory plugged. The device driver can request to unplug all memory
  (VIRTIO_MEM_REQ_UNPLUG) - which might take a while to succeed if the
  device is busy.

--------------------------------------------------------------------------
2. Linux Implementation
--------------------------------------------------------------------------

This RFC reuses quite some existing MM infrastructure, however, has to
expose some additional functionality.

Memory blocks (e.g., 128MB) are added/removed on demand. Within these
memory blocks, subblocks (e.g., 4MB) are plugged/unplugged. The sizes
depend on the target architecture, MAX_ORDER + pageblock_order, and
the block size of a virtio-mem device.

add_memory()/try_remove_memory() is used to add/remove memory blocks.
virtio-mem will not online memory blocks itself. This has to be done by
user space, or configured into the kernel
(CONFIG_MEMORY_HOTPLUG_DEFAULT_ONLINE). virtio-mem will only unplug memory
that was online to the ZONE_NORMAL. Memory is suggested to be onlined to
the ZONE_NORMAL for now.

The memory hotplug notifier is used to properly synchronize against
onlining/offlining of memory blocks and to track the states of memory
blocks (including the zone memory blocks are onlined to). Locking is
done similar to the PPC CMA implementation.

The set_online_page() callback is used to keep unplugged subblocks
of a memory block fake-offline when onlining the memory block.
generic_online_page() is used to fake-online plugged subblocks. This
handling is similar to the Hyper-V balloon driver.

PG_offline is used to mark unplugged subblocks as offline, so e.g.,
dumping tools (makedumpfile) will skip these pages. This is similar to
other balloon drivers like virtio-balloon and Hyper-V.

PG_offline + reference count of 0 [new] is now also used to mark pages as
a "skip" when offlining memory blocks. This allows to offline memory blocks
that have partially unplugged subblocks - or are completely unplugged.

alloc_contig_range()/free_contig_range() [now exposed] is used to
unplug/plug subblocks of memory blocks the are already exposed to Linux.

offline_and_remove_memory() [new] is used to offline a fully unplugged
memory block and remove it from Linux.


A lot of additional information can be found in the separate patches and
as comments in the code itself.

--------------------------------------------------------------------------
3. Major changes since last RFC
--------------------------------------------------------------------------

A lot of things changed, especially also on the QEMU + virtio side. The
biggest changes on the Linux driver side are:
- Onlining/offlining of subblocks is now emulated on top of memory blocks.
  set_online_page()+alloc_contig_range()+free_contig_range() is now used
  for that. Core MM does not have to be modified and will continue to
  online/offline full memory blocks.
- Onlining/offlining of memory blocks is no longer performed by virtio-mem.
- Pg_offline is upstream and can be used. It is also used to allow
  offlining of partially unplugged memory blocks.
- Memory block states + subblocks are now tracked more space-efficient.
- Proper kexec(), kdump(), driver unload, driver reload, ZONE_MOVABLE, ...
  handling.

--------------------------------------------------------------------------
4. Future work
--------------------------------------------------------------------------

The separate patches contain a lot of future work items. One of the next
steps is to make memory unplug more likely to succeed - currently, there
are no guarantees on how much memory can get unplugged again. I have
various ideas on how to limit fragmentation of all memory blocks that
virtio-mem added.

Memory hotplug:
- Reduce the amount of memory resources if that turnes out to be an
  issue. Or try to speed up relevant code paths to deal with many
  resources.
- Allocate the vmemmap from the added memory. Makes hotplug more likely
  to succeed, the vmemmap is stored on the same NUMA node and that
  unmovable memory will later not hinder unplug.

Memory hotunplug:
- Performance improvements:
-- Sense (lockless) if it make sense to try alloc_contig_range() at all
   before directly trying to isolate and taking locks.
-- Try to unplug bigger chunks if possible first.
-- Identify free areas first, that don't have to be evacuated.
- Make unplug more likely to succeed:
-- The "issue" is that in the ZONE_NORMAL, the buddy will randomly
   allocate memory. Only pageblocks somewhat limit fragmentation,
   however we would want to limit fragmentation on subblock granularity
   and even memory block granularity. One idea is to have a new
   ZONE_PREFER_MOVABLE. Memory blocks will then be onlined to ZONE_NORMAL
   / ZONE_PREFER_MOVABLE in a certain ratio per node (e.g.,
   1:4). This makes unplug of quite some memory likely to succeed in most
   setups. ZONE_PREFER_MOVABLE is then a mixture of ZONE_NORMAL and
   ZONE_MOVABlE. Especially, movable data can end up on that zone, but
   only if really required - avoiding running out of memory on ZONE
   imbalances. The zone fallback order would be
   MOVABLE=>PREFER_MOVABLE=>HIGHMEM=>NORMAL=>PREFER_MOVABLE=>DMA32=>DMA
-- Allocate memmap from added memory. This way, less unmovable data can
   end up on the memory blocks.
-- Call drop_slab() before trying to unplug. Eventually shrink other
   caches.
- Better retry handling in case memory is busy. We certainly don't want
  to try for ever in a short interval to try to get some memory back.
- OOM handling, e.g., via an OOM handler.

--------------------------------------------------------------------------
5. Example Usage
--------------------------------------------------------------------------

A very basic QEMU prototype (kept updated) is available at:
- https://github.com/davidhildenbrand/qemu/tree/virtio-mem

It lacks various features, however works to test the guest driver side:
- No support for resizable memory regions / memory backends
- No protection of unplugged memory (esp., userfaultfd-wp)
- No dump/migration/XXX optimizations to skip over unplugged memory

Start QEMU with two virtio-mem devices (one per NUMA node):
 $ qemu-system-x86_64 -m 4G,maxmem=20G \
  -smp sockets=2,cores=2 \
  -numa node,nodeid=0,cpus=0-1 -numa node,nodeid=1,cpus=2-3 \
  [...]
  -object memory-backend-ram,id=mem0,size=8G \
  -device virtio-mem-pci,id=vm0,memdev=mem0,node=0,requested-size=128M \
  -object memory-backend-ram,id=mem1,size=8G \
  -device virtio-mem-pci,id=vm1,memdev=mem1,node=1,requested-size=80M

Query the configuration:
 QEMU 4.1.50 monitor - type 'help' for more information
 (qemu) info memory-devices
 Memory device [virtio-mem]: "vm0"
   memaddr: 0x140000000
   node: 0
   requested-size: 134217728
   size: 134217728
   max-size: 8589934592
   block-size: 2097152
   memdev: /objects/mem0
 Memory device [virtio-mem]: "vm1"
   memaddr: 0x340000000
   node: 1
   requested-size: 83886080
   size: 83886080
   max-size: 8589934592
   block-size: 2097152
   memdev: /objects/mem1

Add some memory to node 1:
 QEMU 4.1.50 monitor - type 'help' for more information
 (qemu) qom-set vm1 requested-size 1G

Remove some memory from node 0:
 QEMU 4.1.50 monitor - type 'help' for more information
 (qemu) qom-set vm0 requested-size 64M

Query the configuration:
(qemu) info memory-devices
Memory device [virtio-mem]: "vm0"
  memaddr: 0x140000000
  node: 0
  requested-size: 67108864
  size: 67108864
  max-size: 8589934592
  block-size: 2097152
  memdev: /objects/mem0
Memory device [virtio-mem]: "vm1"
  memaddr: 0x340000000
  node: 1
  requested-size: 1073741824
  size: 1073741824
  max-size: 8589934592
  block-size: 2097152
  memdev: /objects/mem1

--------------------------------------------------------------------------
6. Q/A
--------------------------------------------------------------------------

Q: Why add/remove parts ("subblocks") of memory blocks/sections?
A: Flexibility (section size depends on the architecture) - e.g., some
   architectures have a section size of 2GB. Also, the memory block size
   is variable (e.g., on x86-64). I want to avoid any such restrictions.
   Some use cases want to add/remove memory in smaller granularities to a
   VM (e.g., the Hyper-V balloon also implements this) - especially smaller
   VMs like used for kata containers. Also, on memory unplug, it is more
   reliable to free-up and unplug multiple small chunks instead
   of one big chunk. E.g., if one page of a DIMM is either unmovable or
   pinned, the DIMM can't get unplugged. This approach is basically a
   compromise between DIMM-based memory hot(un)plug and balloon
   inflation/deflation, which works mostly on page granularity.

Q: Why care about memory blocks?
A: They are the way to tell user space about new memory. This way,
   memory can get onlined/offlined by user space. Also, e.g., kdump
   relies on udev events to reload kexec when memory blocks are
   onlined/offlined. Memory blocks are the "real" memory hot(un)plug
   granularity. Everything that's smaller has to be emulated "on top".

Q: Won't memory unplug of subblocks fragment memory?
A: Yes and no. Unplugging e.g., >=4MB subblocks on x86-64 will not really
   fragment memory like unplugging random pages like a balloon driver does.
   Buddy merging will not be limited. However, any allocation that requires
   bigger consecutive memory chunks (e.g., gigantic pages) might observe
   the fragmentation. Possible solutions: Allocate gigantic huge pages
   before unplugging memory, don't unplug memory, combine virtio-mem with
   DIMM based memory or bigger initial memory. Remember, a virtio-mem
   device will only unplug on the memory range it manages, not on other
   DIMMs. Unplug of single memory blocks will result in similar
   fragmentation in respect to gigantic huge pages.

Q: How reliable is memory unplug?
A: There are no guarantees on how much memory can get unplugged
   again. However, it is more likely to find 4MB chunks to unplug than
   e.g., 128MB chunks. If memory is terribly fragmented, there is nothing
   we can do - for now. I consider memory hotplug the first primary use
   of virtio-mem. Memory unplug might usually work, but we want to improve
   the performance and the amount of memory we can actually unplug later.

Q: Why not unplug from the ZONE_MOVABLE?
A: Unplugged memory chunks are unmovable. Unmovable data must not end up
   on the ZONE_MOVABLE - similar to gigantic pages - they will never be
   allocated from ZONE_MOVABLE. Teaching MM to move unplugged chunks within
   a device might be problematic and will require a new guest->hypervisor
   command to move unplugged chunks. virtio-mem added memory can be onlined
   to the ZONE_MOVABLE, but subblocks will not get unplugged from it.

Q: How big should the initial (!virtio-mem) memory of a VM be?
A: virtio-mem memory will not go to the DMA zones. So to avoid running out
   of DMA memory, I suggest something like 2-3GB on x86-64. But many
   VMs can most probably deal with less DMA memory - depends on the use
   case.

[1] https://events.linuxfoundation.org/wp-content/uploads/2017/12/virtio-mem-Paravirtualized-Memory-David-Hildenbrand-Red-Hat-1.pdf
[2] https://lwn.net/Articles/755423/
[3] https://lists.gnu.org/archive/html/qemu-devel/2017-06/msg03870.html

---

David Hildenbrand (9):
  ACPI: NUMA: export pxm_to_node
  virtio-mem: Paravirtualized memory hotplug
  virtio-mem: Paravirtualized memory hotunplug part 1
  mm: Export alloc_contig_range() / free_contig_range()
  virtio-mem: Paravirtualized memory hotunplug part 2
  mm: Allow to offline PageOffline() pages with a reference count of 0
  virtio-mem: Allow to offline partially unplugged memory blocks
  mm/memory_hotplug: Introduce offline_and_remove_memory()
  virtio-mem: Offline and remove completely unplugged memory blocks

 drivers/acpi/numa.c             |    1 +
 drivers/virtio/Kconfig          |   18 +
 drivers/virtio/Makefile         |    1 +
 drivers/virtio/virtio_mem.c     | 1900 +++++++++++++++++++++++++++++++
 include/linux/memory_hotplug.h  |    1 +
 include/linux/page-flags.h      |    4 +
 include/linux/page-isolation.h  |    4 +-
 include/uapi/linux/virtio_ids.h |    1 +
 include/uapi/linux/virtio_mem.h |  204 ++++
 mm/memory_hotplug.c             |   44 +-
 mm/page_alloc.c                 |   24 +-
 mm/page_isolation.c             |   18 +-
 mm/swap.c                       |    9 +
 13 files changed, 2219 insertions(+), 10 deletions(-)
 create mode 100644 drivers/virtio/virtio_mem.c
 create mode 100644 include/uapi/linux/virtio_mem.h

-- 
2.21.0

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