xref: /openbmc/qemu/docs/devel/migration/postcopy.rst (revision c5614ee3)
1========
2Postcopy
3========
4
5.. contents::
6
7'Postcopy' migration is a way to deal with migrations that refuse to converge
8(or take too long to converge) its plus side is that there is an upper bound on
9the amount of migration traffic and time it takes, the down side is that during
10the postcopy phase, a failure of *either* side causes the guest to be lost.
11
12In postcopy the destination CPUs are started before all the memory has been
13transferred, and accesses to pages that are yet to be transferred cause
14a fault that's translated by QEMU into a request to the source QEMU.
15
16Postcopy can be combined with precopy (i.e. normal migration) so that if precopy
17doesn't finish in a given time the switch is made to postcopy.
18
19Enabling postcopy
20=================
21
22To enable postcopy, issue this command on the monitor (both source and
23destination) prior to the start of migration:
24
25``migrate_set_capability postcopy-ram on``
26
27The normal commands are then used to start a migration, which is still
28started in precopy mode.  Issuing:
29
30``migrate_start_postcopy``
31
32will now cause the transition from precopy to postcopy.
33It can be issued immediately after migration is started or any
34time later on.  Issuing it after the end of a migration is harmless.
35
36Blocktime is a postcopy live migration metric, intended to show how
37long the vCPU was in state of interruptible sleep due to pagefault.
38That metric is calculated both for all vCPUs as overlapped value, and
39separately for each vCPU. These values are calculated on destination
40side.  To enable postcopy blocktime calculation, enter following
41command on destination monitor:
42
43``migrate_set_capability postcopy-blocktime on``
44
45Postcopy blocktime can be retrieved by query-migrate qmp command.
46postcopy-blocktime value of qmp command will show overlapped blocking
47time for all vCPU, postcopy-vcpu-blocktime will show list of blocking
48time per vCPU.
49
50.. note::
51  During the postcopy phase, the bandwidth limits set using
52  ``migrate_set_parameter`` is ignored (to avoid delaying requested pages that
53  the destination is waiting for).
54
55Postcopy internals
56==================
57
58State machine
59-------------
60
61Postcopy moves through a series of states (see postcopy_state) from
62ADVISE->DISCARD->LISTEN->RUNNING->END
63
64 - Advise
65
66    Set at the start of migration if postcopy is enabled, even
67    if it hasn't had the start command; here the destination
68    checks that its OS has the support needed for postcopy, and performs
69    setup to ensure the RAM mappings are suitable for later postcopy.
70    The destination will fail early in migration at this point if the
71    required OS support is not present.
72    (Triggered by reception of POSTCOPY_ADVISE command)
73
74 - Discard
75
76    Entered on receipt of the first 'discard' command; prior to
77    the first Discard being performed, hugepages are switched off
78    (using madvise) to ensure that no new huge pages are created
79    during the postcopy phase, and to cause any huge pages that
80    have discards on them to be broken.
81
82 - Listen
83
84    The first command in the package, POSTCOPY_LISTEN, switches
85    the destination state to Listen, and starts a new thread
86    (the 'listen thread') which takes over the job of receiving
87    pages off the migration stream, while the main thread carries
88    on processing the blob.  With this thread able to process page
89    reception, the destination now 'sensitises' the RAM to detect
90    any access to missing pages (on Linux using the 'userfault'
91    system).
92
93 - Running
94
95    POSTCOPY_RUN causes the destination to synchronise all
96    state and start the CPUs and IO devices running.  The main
97    thread now finishes processing the migration package and
98    now carries on as it would for normal precopy migration
99    (although it can't do the cleanup it would do as it
100    finishes a normal migration).
101
102 - End
103
104    The listen thread can now quit, and perform the cleanup of migration
105    state, the migration is now complete.
106
107Device transfer
108---------------
109
110Loading of device data may cause the device emulation to access guest RAM
111that may trigger faults that have to be resolved by the source, as such
112the migration stream has to be able to respond with page data *during* the
113device load, and hence the device data has to be read from the stream completely
114before the device load begins to free the stream up.  This is achieved by
115'packaging' the device data into a blob that's read in one go.
116
117Source behaviour
118----------------
119
120Until postcopy is entered the migration stream is identical to normal
121precopy, except for the addition of a 'postcopy advise' command at
122the beginning, to tell the destination that postcopy might happen.
123When postcopy starts the source sends the page discard data and then
124forms the 'package' containing:
125
126   - Command: 'postcopy listen'
127   - The device state
128
129     A series of sections, identical to the precopy streams device state stream
130     containing everything except postcopiable devices (i.e. RAM)
131   - Command: 'postcopy run'
132
133The 'package' is sent as the data part of a Command: ``CMD_PACKAGED``, and the
134contents are formatted in the same way as the main migration stream.
135
136During postcopy the source scans the list of dirty pages and sends them
137to the destination without being requested (in much the same way as precopy),
138however when a page request is received from the destination, the dirty page
139scanning restarts from the requested location.  This causes requested pages
140to be sent quickly, and also causes pages directly after the requested page
141to be sent quickly in the hope that those pages are likely to be used
142by the destination soon.
143
144Destination behaviour
145---------------------
146
147Initially the destination looks the same as precopy, with a single thread
148reading the migration stream; the 'postcopy advise' and 'discard' commands
149are processed to change the way RAM is managed, but don't affect the stream
150processing.
151
152::
153
154  ------------------------------------------------------------------------------
155                          1      2   3     4 5                      6   7
156  main -----DISCARD-CMD_PACKAGED ( LISTEN  DEVICE     DEVICE DEVICE RUN )
157  thread                             |       |
158                                     |     (page request)
159                                     |        \___
160                                     v            \
161  listen thread:                     --- page -- page -- page -- page -- page --
162
163                                     a   b        c
164  ------------------------------------------------------------------------------
165
166- On receipt of ``CMD_PACKAGED`` (1)
167
168   All the data associated with the package - the ( ... ) section in the diagram -
169   is read into memory, and the main thread recurses into qemu_loadvm_state_main
170   to process the contents of the package (2) which contains commands (3,6) and
171   devices (4...)
172
173- On receipt of 'postcopy listen' - 3 -(i.e. the 1st command in the package)
174
175   a new thread (a) is started that takes over servicing the migration stream,
176   while the main thread carries on loading the package.   It loads normal
177   background page data (b) but if during a device load a fault happens (5)
178   the returned page (c) is loaded by the listen thread allowing the main
179   threads device load to carry on.
180
181- The last thing in the ``CMD_PACKAGED`` is a 'RUN' command (6)
182
183   letting the destination CPUs start running.  At the end of the
184   ``CMD_PACKAGED`` (7) the main thread returns to normal running behaviour and
185   is no longer used by migration, while the listen thread carries on servicing
186   page data until the end of migration.
187
188Source side page bitmap
189-----------------------
190
191The 'migration bitmap' in postcopy is basically the same as in the precopy,
192where each of the bit to indicate that page is 'dirty' - i.e. needs
193sending.  During the precopy phase this is updated as the CPU dirties
194pages, however during postcopy the CPUs are stopped and nothing should
195dirty anything any more. Instead, dirty bits are cleared when the relevant
196pages are sent during postcopy.
197
198Postcopy features
199=================
200
201Postcopy recovery
202-----------------
203
204Comparing to precopy, postcopy is special on error handlings.  When any
205error happens (in this case, mostly network errors), QEMU cannot easily
206fail a migration because VM data resides in both source and destination
207QEMU instances.  On the other hand, when issue happens QEMU on both sides
208will go into a paused state.  It'll need a recovery phase to continue a
209paused postcopy migration.
210
211The recovery phase normally contains a few steps:
212
213  - When network issue occurs, both QEMU will go into **POSTCOPY_PAUSED**
214    migration state.
215
216  - When the network is recovered (or a new network is provided), the admin
217    can setup the new channel for migration using QMP command
218    'migrate-recover' on destination node, preparing for a resume.
219
220  - On source host, the admin can continue the interrupted postcopy
221    migration using QMP command 'migrate' with resume=true flag set.
222    Source QEMU will go into **POSTCOPY_RECOVER_SETUP** state trying to
223    re-establish the channels.
224
225  - When both sides of QEMU successfully reconnect using a new or fixed up
226    channel, they will go into **POSTCOPY_RECOVER** state, some handshake
227    procedure will be needed to properly synchronize the VM states between
228    the two QEMUs to continue the postcopy migration.  For example, there
229    can be pages sent right during the window when the network is
230    interrupted, then the handshake will guarantee pages lost in-flight
231    will be resent again.
232
233  - After a proper handshake synchronization, QEMU will continue the
234    postcopy migration on both sides and go back to **POSTCOPY_ACTIVE**
235    state.  Postcopy migration will continue.
236
237During a paused postcopy migration, the VM can logically still continue
238running, and it will not be impacted from any page access to pages that
239were already migrated to destination VM before the interruption happens.
240However, if any of the missing pages got accessed on destination VM, the VM
241thread will be halted waiting for the page to be migrated, it means it can
242be halted until the recovery is complete.
243
244The impact of accessing missing pages can be relevant to different
245configurations of the guest.  For example, when with async page fault
246enabled, logically the guest can proactively schedule out the threads
247accessing missing pages.
248
249Postcopy with hugepages
250-----------------------
251
252Postcopy now works with hugetlbfs backed memory:
253
254  a) The linux kernel on the destination must support userfault on hugepages.
255  b) The huge-page configuration on the source and destination VMs must be
256     identical; i.e. RAMBlocks on both sides must use the same page size.
257  c) Note that ``-mem-path /dev/hugepages``  will fall back to allocating normal
258     RAM if it doesn't have enough hugepages, triggering (b) to fail.
259     Using ``-mem-prealloc`` enforces the allocation using hugepages.
260  d) Care should be taken with the size of hugepage used; postcopy with 2MB
261     hugepages works well, however 1GB hugepages are likely to be problematic
262     since it takes ~1 second to transfer a 1GB hugepage across a 10Gbps link,
263     and until the full page is transferred the destination thread is blocked.
264
265Postcopy with shared memory
266---------------------------
267
268Postcopy migration with shared memory needs explicit support from the other
269processes that share memory and from QEMU. There are restrictions on the type of
270memory that userfault can support shared.
271
272The Linux kernel userfault support works on ``/dev/shm`` memory and on ``hugetlbfs``
273(although the kernel doesn't provide an equivalent to ``madvise(MADV_DONTNEED)``
274for hugetlbfs which may be a problem in some configurations).
275
276The vhost-user code in QEMU supports clients that have Postcopy support,
277and the ``vhost-user-bridge`` (in ``tests/``) and the DPDK package have changes
278to support postcopy.
279
280The client needs to open a userfaultfd and register the areas
281of memory that it maps with userfault.  The client must then pass the
282userfaultfd back to QEMU together with a mapping table that allows
283fault addresses in the clients address space to be converted back to
284RAMBlock/offsets.  The client's userfaultfd is added to the postcopy
285fault-thread and page requests are made on behalf of the client by QEMU.
286QEMU performs 'wake' operations on the client's userfaultfd to allow it
287to continue after a page has arrived.
288
289.. note::
290  There are two future improvements that would be nice:
291    a) Some way to make QEMU ignorant of the addresses in the clients
292       address space
293    b) Avoiding the need for QEMU to perform ufd-wake calls after the
294       pages have arrived
295
296Retro-fitting postcopy to existing clients is possible:
297  a) A mechanism is needed for the registration with userfault as above,
298     and the registration needs to be coordinated with the phases of
299     postcopy.  In vhost-user extra messages are added to the existing
300     control channel.
301  b) Any thread that can block due to guest memory accesses must be
302     identified and the implication understood; for example if the
303     guest memory access is made while holding a lock then all other
304     threads waiting for that lock will also be blocked.
305
306Postcopy preemption mode
307------------------------
308
309Postcopy preempt is a new capability introduced in 8.0 QEMU release, it
310allows urgent pages (those got page fault requested from destination QEMU
311explicitly) to be sent in a separate preempt channel, rather than queued in
312the background migration channel.  Anyone who cares about latencies of page
313faults during a postcopy migration should enable this feature.  By default,
314it's not enabled.
315