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diff --git a/drivers/staging/zcache/ramster/ramster-howto.txt b/drivers/staging/zcache/ramster/ramster-howto.txt new file mode 100644 index 000000000000..7b1ee3bbfdd5 --- /dev/null +++ b/drivers/staging/zcache/ramster/ramster-howto.txt @@ -0,0 +1,366 @@ + RAMSTER HOW-TO + +Author: Dan Magenheimer +Ramster maintainer: Konrad Wilk <konrad.wilk@oracle.com> + +This is a HOWTO document for ramster which, as of this writing, is in +the kernel as a subdirectory of zcache in drivers/staging, called ramster. +(Zcache can be built with or without ramster functionality.) If enabled +and properly configured, ramster allows memory capacity load balancing +across multiple machines in a cluster. Further, the ramster code serves +as an example of asynchronous access for zcache (as well as cleancache and +frontswap) that may prove useful for future transcendent memory +implementations, such as KVM and NVRAM. While ramster works today on +any network connection that supports kernel sockets, its features may +become more interesting on future high-speed fabrics/interconnects. + +Ramster requires both kernel and userland support. The userland support, +called ramster-tools, is known to work with EL6-based distros, but is a +set of poorly-hacked slightly-modified cluster tools based on ocfs2, which +includes an init file, a config file, and a userland binary that interfaces +to the kernel. This state of userland support reflects the abysmal userland +skills of this suitably-embarrassed author; any help/patches to turn +ramster-tools into more distributable rpms/debs useful for a wider range +of distros would be appreciated. The source RPM that can be used as a +starting point is available at: + http://oss.oracle.com/projects/tmem/files/RAMster/ + +As a result of this author's ignorance, userland setup described in this +HOWTO assumes an EL6 distro and is described in EL6 syntax. Apologies +if this offends anyone! + +Kernel support has only been tested on x86_64. Systems with an active +ocfs2 filesystem should work, but since ramster leverages a lot of +code from ocfs2, there may be latent issues. A kernel configuration that +includes CONFIG_OCFS2_FS should build OK, and should certainly run OK +if no ocfs2 filesystem is mounted. + +This HOWTO demonstrates memory capacity load balancing for a two-node +cluster, where one node called the "local" node becomes overcommitted +and the other node called the "remote" node provides additional RAM +capacity for use by the local node. Ramster is capable of more complex +topologies; see the last section titled "ADVANCED RAMSTER TOPOLOGIES". + +If you find any terms in this HOWTO unfamiliar or don't understand the +motivation for ramster, the following LWN reading is recommended: +-- Transcendent Memory in a Nutshell (lwn.net/Articles/454795) +-- The future calculus of memory management (lwn.net/Articles/475681) +And since ramster is built on top of zcache, this article may be helpful: +-- In-kernel memory compression (lwn.net/Articles/545244) + +Now that you've memorized the contents of those articles, let's get started! + +A. PRELIMINARY + +1) Install two x86_64 Linux systems that are known to work when + upgraded to a recent upstream Linux kernel version. + +On each system: + +2) Configure, build and install, then boot Linux, just to ensure it + can be done with an unmodified upstream kernel. Confirm you booted + the upstream kernel with "uname -a". + +3) If you plan to do any performance testing or unless you plan to + test only swapping, the "WasActive" patch is also highly recommended. + (Search lkml.org for WasActive, apply the patch, rebuild your kernel.) + For a demo or simple testing, the patch can be ignored. + +4) Install ramster-tools as root. An x86_64 rpm for EL6-based systems + can be found at: + http://oss.oracle.com/projects/tmem/files/RAMster/ + (Sorry but for now, non-EL6 users must recreate ramster-tools on + their own from source. See above.) + +5) Ensure that debugfs is mounted at each boot. Examples below assume it + is mounted at /sys/kernel/debug. + +B. BUILDING RAMSTER INTO THE KERNEL + +Do the following on each system: + +1) Using the kernel configuration mechanism of your choice, change + your config to include: + + CONFIG_CLEANCACHE=y + CONFIG_FRONTSWAP=y + CONFIG_STAGING=y + CONFIG_CONFIGFS_FS=y # NOTE: MUST BE y, not m + CONFIG_ZCACHE=y + CONFIG_RAMSTER=y + + For a linux-3.10 or later kernel, you should also set: + + CONFIG_ZCACHE_DEBUG=y + CONFIG_RAMSTER_DEBUG=y + + Before building the kernel please doublecheck your kernel config + file to ensure all of the settings are correct. + +2) Build this kernel and change your boot file (e.g. /etc/grub.conf) + so that the new kernel will boot. + +3) Add "zcache" and "ramster" as kernel boot parameters for the new kernel. + +4) Reboot each system approximately simultaneously. + +5) Check dmesg to ensure there are some messages from ramster, prefixed + by "ramster:" + + # dmesg | grep ramster + + You should also see a lot of files in: + + # ls /sys/kernel/debug/zcache + # ls /sys/kernel/debug/ramster + + These are mostly counters for various zcache and ramster activities. + You should also see files in: + + # ls /sys/kernel/mm/ramster + + These are sysfs files that control ramster as we shall see. + + Ramster now will act as a single-system zcache on each system + but doesn't yet know anything about the cluster so can't yet do + anything remotely. + +C. CONFIGURING THE RAMSTER CLUSTER + +This part can be error prone unless you are familiar with clustering +filesystems. We need to describe the cluster in a /etc/ramster.conf +file and the init scripts that parse it are extremely picky about +the syntax. + +1) Create a /etc/ramster.conf file and ensure it is identical on both + systems. This file mimics the ocfs2 format and there is a good amount + of documentation that can be searched for ocfs2.conf, but you can use: + + cluster: + name = ramster + node_count = 2 + node: + name = system1 + cluster = ramster + number = 0 + ip_address = my.ip.ad.r1 + ip_port = 7777 + node: + name = system2 + cluster = ramster + number = 1 + ip_address = my.ip.ad.r2 + ip_port = 7777 + + You must ensure that the "name" field in the file exactly matches + the output of "hostname" on each system; if "hostname" shows a + fully-qualified hostname, ensure the name is fully qualified in + /etc/ramster.conf. Obviously, substitute my.ip.ad.rx with proper + ip addresses. + +2) Enable the ramster service and configure it. If you used the + EL6 ramster-tools, this would be: + + # chkconfig --add ramster + # service ramster configure + + Set "load on boot" to "y", cluster to start is "ramster" (or whatever + name you chose in ramster.conf), heartbeat dead threshold as "500", + network idle timeout as "1000000". Leave the others as default. + +3) Reboot both systems. After reboot, try (assuming EL6 ramster-tools): + + # service ramster status + + You should see "Checking RAMSTER cluster "ramster": Online". If you do + not, something is wrong and ramster will not work. Note that you + should also see that the driver for "configfs" is loaded and mounted, + the driver for ocfs2_dlmfs is not loaded, and some numbers for network + parameters. You will also see "Checking RAMSTER heartbeat: Not active". + That's all OK. + +4) Now you need to start the cluster heartbeat; the cluster is not "up" + until all nodes detect a heartbeat. In a real cluster, heartbeat detection + is done via a cluster filesystem, but ramster doesn't require one. Some + hack-y kernel code in ramster can start the heartbeat for you though if + you tell it what nodes are "up". To enable the heartbeat, do: + + # echo 0 > /sys/kernel/mm/ramster/manual_node_up + # echo 1 > /sys/kernel/mm/ramster/manual_node_up + + This must be done on BOTH nodes and, to avoid timeouts, must be done + approximately concurrently on both nodes. On an EL6 system, it is + convenient to put these lines in /etc/rc.local. To confirm that the + cluster is now up, on both systems do: + + # dmesg | grep ramster + + You should see ramster "Accepted connection" messages in dmesg on both + nodes after this. Note that if you check userland status again with + + # service ramster status + + you will still see "Checking RAMSTER heartbeat: Not active". That's + still OK... the ramster kernel heartbeat hack doesn't communicate to + userland. + +5) You now must tell each node the node to which it should "remotify" pages. + On this two node cluster, we will assume the "local" node, node 0, has + memory overcommitted and will use ramster to utilize RAM capacity on + the "remote node", node 1. To configure this, on node 0, you do: + + # echo 1 > /sys/kernel/mm/ramster/remote_target_nodenum + + You should see "ramster: node 1 set as remotification target" in dmesg + on node 0. Again, on EL6, /etc/rc.local is a good place to put this + on node 0 so you don't forget to do it at each boot. + +6) One more step: By default, the ramster code does not "remotify" any + pages; this is primarily for testing purposes, but sometimes it is + useful. This may change in the future, but for now, on node 0, you do: + + # echo 1 > /sys/kernel/mm/ramster/pers_remotify_enable + # echo 1 > /sys/kernel/mm/ramster/eph_remotify_enable + + The first enables remotifying swap (persistent, aka frontswap) pages, + the second enables remotifying of page cache (ephemeral, cleancache) + pages. + + On EL6, these lines can also be put in /etc/rc.local (AFTER the + node_up lines), or at the beginning of a script that runs a workload. + +7) Note that most testing has been done with both/all machines booted + roughly simultaneously to avoid cluster timeouts. Ideally, you should + do this too unless you are trying to break ramster rather than just + use it. ;-) + +D. TESTING RAMSTER + +1) Note that ramster has no value unless pages get "remotified". For + swap/frontswap/persistent pages, this doesn't happen unless/until + the workload would cause swapping to occur, at which point pages + are put into frontswap/zcache, and the remotification thread starts + working. To get to the point where the system swaps, you either + need a workload for which the working set exceeds the RAM in the + system; or you need to somehow reduce the amount of RAM one of + the system sees. This latter is easy when testing in a VM, but + harder on physical systems. In some cases, "mem=xxxM" on the + kernel command line restricts memory, but for some values of xxx + the kernel may fail to boot. One may also try creating a fixed + RAMdisk, doing nothing with it, but ensuring that it eats up a fixed + amount of RAM. + +2) To see if ramster is working, on the "remote node", node 1, try: + + # grep . /sys/kernel/debug/ramster/foreign_* + # # note, that is space-dot-space between grep and the pathname + + to monitor the number (and max) ephemeral and persistent pages + that ramster has sent. If these stay at zero, ramster is not working + either because the workload on the local node (node 0) isn't creating + enough memory pressure or because "remotifying" isn't working. On the + local system, node 0, you can watch lots of useful information also. + Try: + + grep . /sys/kernel/debug/zcache/*pageframes* \ + /sys/kernel/debug/zcache/*zbytes* \ + /sys/kernel/debug/zcache/*zpages* \ + /sys/kernel/debug/ramster/*remote* + + Of particular note are the remote_*_pages_succ_get counters. These + show how many disk reads and/or disk writes have been avoided on the + overcommitted local system by storing pages remotely using ramster. + + At the risk of information overload, you can also grep: + + /sys/kernel/debug/cleancache/* and /sys/kernel/debug/frontswap/* + + These show, for example, how many disk reads and/or disk writes have + been avoided by using zcache to optimize RAM on the local system. + + +AUTOMATIC SWAP REPATRIATION + +You may notice that while the systems are idle, the foreign persistent +page count on the remote machine slowly decreases. This is because +ramster implements "frontswap selfshrinking": When possible, swap +pages that have been remotified are slowly repatriated to the local +machine. This is so that local RAM can be used when possible and +so that, in case of remote machine crash, the probability of loss +of data is reduced. + +REBOOTING / POWEROFF + +If a system is shut down while some of its swap pages still reside +on a remote system, the system may lock up during the shutdown +sequence. This will occur if the network is shut down before the +swap mechansim is shut down, which is the default ordering on many +distros. To avoid this annoying problem, simply shut off the swap +subsystem before starting the shutdown sequence, e.g.: + + # swapoff -a + # reboot + +Ideally, this swapoff-before-ifdown ordering should be enforced permanently +using shutdown scripts. + +KNOWN PROBLEMS + +1) You may periodically see messages such as: + + ramster_r2net, message length problem + + This is harmless but indicates that a node is sending messages + containing compressed pages that exceed the maximum for zcache + (PAGE_SIZE*15/16). The sender side needs to be fixed. + +2) If you see a "No longer connected to node..." message or a "No connection + established with node X after N seconds", it is possible you may + be in an unrecoverable state. If you are certain all of the + appropriate cluster configuration steps described above have been + performed, try rebooting the two servers concurrently to see if + the cluster starts. + + Note that "Connection to node... shutdown, state 7" is an intermediate + connection state. As long as you later see "Accepted connection", the + intermediate states are harmless. + +3) There are known issues in counting certain values. As a result + you may see periodic warnings from the kernel. Almost always you + will see "ramster: bad accounting for XXX". There are also "WARN_ONCE" + messages. If you see kernel warnings with a tombstone, please report + them. They are harmless but reflect bugs that need to be eventually fixed. + +ADVANCED RAMSTER TOPOLOGIES + +The kernel code for ramster can support up to eight nodes in a cluster, +but no testing has been done with more than three nodes. + +In the example described above, the "remote" node serves as a RAM +overflow for the "local" node. This can be made symmetric by appropriate +settings of the sysfs remote_target_nodenum file. For example, by setting: + + # echo 1 > /sys/kernel/mm/ramster/remote_target_nodenum + +on node 0, and + + # echo 0 > /sys/kernel/mm/ramster/remote_target_nodenum + +on node 1, each node can serve as a RAM overflow for the other. + +For more than two nodes, a "RAM server" can be configured. For a +three node system, set: + + # echo 0 > /sys/kernel/mm/ramster/remote_target_nodenum + +on node 1, and + + # echo 0 > /sys/kernel/mm/ramster/remote_target_nodenum + +on node 2. Then node 0 is a RAM server for node 1 and node 2. + +In this implementation of ramster, any remote node is potentially a single +point of failure (SPOF). Though the probability of failure is reduced +by automatic swap repatriation (see above), a proposed future enhancement +to ramster improves high-availability for the cluster by sending a copy +of each page of date to two other nodes. Patches welcome! |