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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-05-06 01:02:30 +0000
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+.. _numa_memory_policy:
+
+==================
+NUMA Memory Policy
+==================
+
+What is NUMA Memory Policy?
+============================
+
+In the Linux kernel, "memory policy" determines from which node the kernel will
+allocate memory in a NUMA system or in an emulated NUMA system. Linux has
+supported platforms with Non-Uniform Memory Access architectures since 2.4.?.
+The current memory policy support was added to Linux 2.6 around May 2004. This
+document attempts to describe the concepts and APIs of the 2.6 memory policy
+support.
+
+Memory policies should not be confused with cpusets
+(``Documentation/cgroup-v1/cpusets.txt``)
+which is an administrative mechanism for restricting the nodes from which
+memory may be allocated by a set of processes. Memory policies are a
+programming interface that a NUMA-aware application can take advantage of. When
+both cpusets and policies are applied to a task, the restrictions of the cpuset
+takes priority. See :ref:`Memory Policies and cpusets <mem_pol_and_cpusets>`
+below for more details.
+
+Memory Policy Concepts
+======================
+
+Scope of Memory Policies
+------------------------
+
+The Linux kernel supports _scopes_ of memory policy, described here from
+most general to most specific:
+
+System Default Policy
+ this policy is "hard coded" into the kernel. It is the policy
+ that governs all page allocations that aren't controlled by
+ one of the more specific policy scopes discussed below. When
+ the system is "up and running", the system default policy will
+ use "local allocation" described below. However, during boot
+ up, the system default policy will be set to interleave
+ allocations across all nodes with "sufficient" memory, so as
+ not to overload the initial boot node with boot-time
+ allocations.
+
+Task/Process Policy
+ this is an optional, per-task policy. When defined for a
+ specific task, this policy controls all page allocations made
+ by or on behalf of the task that aren't controlled by a more
+ specific scope. If a task does not define a task policy, then
+ all page allocations that would have been controlled by the
+ task policy "fall back" to the System Default Policy.
+
+ The task policy applies to the entire address space of a task. Thus,
+ it is inheritable, and indeed is inherited, across both fork()
+ [clone() w/o the CLONE_VM flag] and exec*(). This allows a parent task
+ to establish the task policy for a child task exec()'d from an
+ executable image that has no awareness of memory policy. See the
+ :ref:`Memory Policy APIs <memory_policy_apis>` section,
+ below, for an overview of the system call
+ that a task may use to set/change its task/process policy.
+
+ In a multi-threaded task, task policies apply only to the thread
+ [Linux kernel task] that installs the policy and any threads
+ subsequently created by that thread. Any sibling threads existing
+ at the time a new task policy is installed retain their current
+ policy.
+
+ A task policy applies only to pages allocated after the policy is
+ installed. Any pages already faulted in by the task when the task
+ changes its task policy remain where they were allocated based on
+ the policy at the time they were allocated.
+
+.. _vma_policy:
+
+VMA Policy
+ A "VMA" or "Virtual Memory Area" refers to a range of a task's
+ virtual address space. A task may define a specific policy for a range
+ of its virtual address space. See the
+ :ref:`Memory Policy APIs <memory_policy_apis>` section,
+ below, for an overview of the mbind() system call used to set a VMA
+ policy.
+
+ A VMA policy will govern the allocation of pages that back
+ this region of the address space. Any regions of the task's
+ address space that don't have an explicit VMA policy will fall
+ back to the task policy, which may itself fall back to the
+ System Default Policy.
+
+ VMA policies have a few complicating details:
+
+ * VMA policy applies ONLY to anonymous pages. These include
+ pages allocated for anonymous segments, such as the task
+ stack and heap, and any regions of the address space
+ mmap()ed with the MAP_ANONYMOUS flag. If a VMA policy is
+ applied to a file mapping, it will be ignored if the mapping
+ used the MAP_SHARED flag. If the file mapping used the
+ MAP_PRIVATE flag, the VMA policy will only be applied when
+ an anonymous page is allocated on an attempt to write to the
+ mapping-- i.e., at Copy-On-Write.
+
+ * VMA policies are shared between all tasks that share a
+ virtual address space--a.k.a. threads--independent of when
+ the policy is installed; and they are inherited across
+ fork(). However, because VMA policies refer to a specific
+ region of a task's address space, and because the address
+ space is discarded and recreated on exec*(), VMA policies
+ are NOT inheritable across exec(). Thus, only NUMA-aware
+ applications may use VMA policies.
+
+ * A task may install a new VMA policy on a sub-range of a
+ previously mmap()ed region. When this happens, Linux splits
+ the existing virtual memory area into 2 or 3 VMAs, each with
+ it's own policy.
+
+ * By default, VMA policy applies only to pages allocated after
+ the policy is installed. Any pages already faulted into the
+ VMA range remain where they were allocated based on the
+ policy at the time they were allocated. However, since
+ 2.6.16, Linux supports page migration via the mbind() system
+ call, so that page contents can be moved to match a newly
+ installed policy.
+
+Shared Policy
+ Conceptually, shared policies apply to "memory objects" mapped
+ shared into one or more tasks' distinct address spaces. An
+ application installs shared policies the same way as VMA
+ policies--using the mbind() system call specifying a range of
+ virtual addresses that map the shared object. However, unlike
+ VMA policies, which can be considered to be an attribute of a
+ range of a task's address space, shared policies apply
+ directly to the shared object. Thus, all tasks that attach to
+ the object share the policy, and all pages allocated for the
+ shared object, by any task, will obey the shared policy.
+
+ As of 2.6.22, only shared memory segments, created by shmget() or
+ mmap(MAP_ANONYMOUS|MAP_SHARED), support shared policy. When shared
+ policy support was added to Linux, the associated data structures were
+ added to hugetlbfs shmem segments. At the time, hugetlbfs did not
+ support allocation at fault time--a.k.a lazy allocation--so hugetlbfs
+ shmem segments were never "hooked up" to the shared policy support.
+ Although hugetlbfs segments now support lazy allocation, their support
+ for shared policy has not been completed.
+
+ As mentioned above in :ref:`VMA policies <vma_policy>` section,
+ allocations of page cache pages for regular files mmap()ed
+ with MAP_SHARED ignore any VMA policy installed on the virtual
+ address range backed by the shared file mapping. Rather,
+ shared page cache pages, including pages backing private
+ mappings that have not yet been written by the task, follow
+ task policy, if any, else System Default Policy.
+
+ The shared policy infrastructure supports different policies on subset
+ ranges of the shared object. However, Linux still splits the VMA of
+ the task that installs the policy for each range of distinct policy.
+ Thus, different tasks that attach to a shared memory segment can have
+ different VMA configurations mapping that one shared object. This
+ can be seen by examining the /proc/<pid>/numa_maps of tasks sharing
+ a shared memory region, when one task has installed shared policy on
+ one or more ranges of the region.
+
+Components of Memory Policies
+-----------------------------
+
+A NUMA memory policy consists of a "mode", optional mode flags, and
+an optional set of nodes. The mode determines the behavior of the
+policy, the optional mode flags determine the behavior of the mode,
+and the optional set of nodes can be viewed as the arguments to the
+policy behavior.
+
+Internally, memory policies are implemented by a reference counted
+structure, struct mempolicy. Details of this structure will be
+discussed in context, below, as required to explain the behavior.
+
+NUMA memory policy supports the following 4 behavioral modes:
+
+Default Mode--MPOL_DEFAULT
+ This mode is only used in the memory policy APIs. Internally,
+ MPOL_DEFAULT is converted to the NULL memory policy in all
+ policy scopes. Any existing non-default policy will simply be
+ removed when MPOL_DEFAULT is specified. As a result,
+ MPOL_DEFAULT means "fall back to the next most specific policy
+ scope."
+
+ For example, a NULL or default task policy will fall back to the
+ system default policy. A NULL or default vma policy will fall
+ back to the task policy.
+
+ When specified in one of the memory policy APIs, the Default mode
+ does not use the optional set of nodes.
+
+ It is an error for the set of nodes specified for this policy to
+ be non-empty.
+
+MPOL_BIND
+ This mode specifies that memory must come from the set of
+ nodes specified by the policy. Memory will be allocated from
+ the node in the set with sufficient free memory that is
+ closest to the node where the allocation takes place.
+
+MPOL_PREFERRED
+ This mode specifies that the allocation should be attempted
+ from the single node specified in the policy. If that
+ allocation fails, the kernel will search other nodes, in order
+ of increasing distance from the preferred node based on
+ information provided by the platform firmware.
+
+ Internally, the Preferred policy uses a single node--the
+ preferred_node member of struct mempolicy. When the internal
+ mode flag MPOL_F_LOCAL is set, the preferred_node is ignored
+ and the policy is interpreted as local allocation. "Local"
+ allocation policy can be viewed as a Preferred policy that
+ starts at the node containing the cpu where the allocation
+ takes place.
+
+ It is possible for the user to specify that local allocation
+ is always preferred by passing an empty nodemask with this
+ mode. If an empty nodemask is passed, the policy cannot use
+ the MPOL_F_STATIC_NODES or MPOL_F_RELATIVE_NODES flags
+ described below.
+
+MPOL_INTERLEAVED
+ This mode specifies that page allocations be interleaved, on a
+ page granularity, across the nodes specified in the policy.
+ This mode also behaves slightly differently, based on the
+ context where it is used:
+
+ For allocation of anonymous pages and shared memory pages,
+ Interleave mode indexes the set of nodes specified by the
+ policy using the page offset of the faulting address into the
+ segment [VMA] containing the address modulo the number of
+ nodes specified by the policy. It then attempts to allocate a
+ page, starting at the selected node, as if the node had been
+ specified by a Preferred policy or had been selected by a
+ local allocation. That is, allocation will follow the per
+ node zonelist.
+
+ For allocation of page cache pages, Interleave mode indexes
+ the set of nodes specified by the policy using a node counter
+ maintained per task. This counter wraps around to the lowest
+ specified node after it reaches the highest specified node.
+ This will tend to spread the pages out over the nodes
+ specified by the policy based on the order in which they are
+ allocated, rather than based on any page offset into an
+ address range or file. During system boot up, the temporary
+ interleaved system default policy works in this mode.
+
+NUMA memory policy supports the following optional mode flags:
+
+MPOL_F_STATIC_NODES
+ This flag specifies that the nodemask passed by
+ the user should not be remapped if the task or VMA's set of allowed
+ nodes changes after the memory policy has been defined.
+
+ Without this flag, any time a mempolicy is rebound because of a
+ change in the set of allowed nodes, the node (Preferred) or
+ nodemask (Bind, Interleave) is remapped to the new set of
+ allowed nodes. This may result in nodes being used that were
+ previously undesired.
+
+ With this flag, if the user-specified nodes overlap with the
+ nodes allowed by the task's cpuset, then the memory policy is
+ applied to their intersection. If the two sets of nodes do not
+ overlap, the Default policy is used.
+
+ For example, consider a task that is attached to a cpuset with
+ mems 1-3 that sets an Interleave policy over the same set. If
+ the cpuset's mems change to 3-5, the Interleave will now occur
+ over nodes 3, 4, and 5. With this flag, however, since only node
+ 3 is allowed from the user's nodemask, the "interleave" only
+ occurs over that node. If no nodes from the user's nodemask are
+ now allowed, the Default behavior is used.
+
+ MPOL_F_STATIC_NODES cannot be combined with the
+ MPOL_F_RELATIVE_NODES flag. It also cannot be used for
+ MPOL_PREFERRED policies that were created with an empty nodemask
+ (local allocation).
+
+MPOL_F_RELATIVE_NODES
+ This flag specifies that the nodemask passed
+ by the user will be mapped relative to the set of the task or VMA's
+ set of allowed nodes. The kernel stores the user-passed nodemask,
+ and if the allowed nodes changes, then that original nodemask will
+ be remapped relative to the new set of allowed nodes.
+
+ Without this flag (and without MPOL_F_STATIC_NODES), anytime a
+ mempolicy is rebound because of a change in the set of allowed
+ nodes, the node (Preferred) or nodemask (Bind, Interleave) is
+ remapped to the new set of allowed nodes. That remap may not
+ preserve the relative nature of the user's passed nodemask to its
+ set of allowed nodes upon successive rebinds: a nodemask of
+ 1,3,5 may be remapped to 7-9 and then to 1-3 if the set of
+ allowed nodes is restored to its original state.
+
+ With this flag, the remap is done so that the node numbers from
+ the user's passed nodemask are relative to the set of allowed
+ nodes. In other words, if nodes 0, 2, and 4 are set in the user's
+ nodemask, the policy will be effected over the first (and in the
+ Bind or Interleave case, the third and fifth) nodes in the set of
+ allowed nodes. The nodemask passed by the user represents nodes
+ relative to task or VMA's set of allowed nodes.
+
+ If the user's nodemask includes nodes that are outside the range
+ of the new set of allowed nodes (for example, node 5 is set in
+ the user's nodemask when the set of allowed nodes is only 0-3),
+ then the remap wraps around to the beginning of the nodemask and,
+ if not already set, sets the node in the mempolicy nodemask.
+
+ For example, consider a task that is attached to a cpuset with
+ mems 2-5 that sets an Interleave policy over the same set with
+ MPOL_F_RELATIVE_NODES. If the cpuset's mems change to 3-7, the
+ interleave now occurs over nodes 3,5-7. If the cpuset's mems
+ then change to 0,2-3,5, then the interleave occurs over nodes
+ 0,2-3,5.
+
+ Thanks to the consistent remapping, applications preparing
+ nodemasks to specify memory policies using this flag should
+ disregard their current, actual cpuset imposed memory placement
+ and prepare the nodemask as if they were always located on
+ memory nodes 0 to N-1, where N is the number of memory nodes the
+ policy is intended to manage. Let the kernel then remap to the
+ set of memory nodes allowed by the task's cpuset, as that may
+ change over time.
+
+ MPOL_F_RELATIVE_NODES cannot be combined with the
+ MPOL_F_STATIC_NODES flag. It also cannot be used for
+ MPOL_PREFERRED policies that were created with an empty nodemask
+ (local allocation).
+
+Memory Policy Reference Counting
+================================
+
+To resolve use/free races, struct mempolicy contains an atomic reference
+count field. Internal interfaces, mpol_get()/mpol_put() increment and
+decrement this reference count, respectively. mpol_put() will only free
+the structure back to the mempolicy kmem cache when the reference count
+goes to zero.
+
+When a new memory policy is allocated, its reference count is initialized
+to '1', representing the reference held by the task that is installing the
+new policy. When a pointer to a memory policy structure is stored in another
+structure, another reference is added, as the task's reference will be dropped
+on completion of the policy installation.
+
+During run-time "usage" of the policy, we attempt to minimize atomic operations
+on the reference count, as this can lead to cache lines bouncing between cpus
+and NUMA nodes. "Usage" here means one of the following:
+
+1) querying of the policy, either by the task itself [using the get_mempolicy()
+ API discussed below] or by another task using the /proc/<pid>/numa_maps
+ interface.
+
+2) examination of the policy to determine the policy mode and associated node
+ or node lists, if any, for page allocation. This is considered a "hot
+ path". Note that for MPOL_BIND, the "usage" extends across the entire
+ allocation process, which may sleep during page reclaimation, because the
+ BIND policy nodemask is used, by reference, to filter ineligible nodes.
+
+We can avoid taking an extra reference during the usages listed above as
+follows:
+
+1) we never need to get/free the system default policy as this is never
+ changed nor freed, once the system is up and running.
+
+2) for querying the policy, we do not need to take an extra reference on the
+ target task's task policy nor vma policies because we always acquire the
+ task's mm's mmap_sem for read during the query. The set_mempolicy() and
+ mbind() APIs [see below] always acquire the mmap_sem for write when
+ installing or replacing task or vma policies. Thus, there is no possibility
+ of a task or thread freeing a policy while another task or thread is
+ querying it.
+
+3) Page allocation usage of task or vma policy occurs in the fault path where
+ we hold them mmap_sem for read. Again, because replacing the task or vma
+ policy requires that the mmap_sem be held for write, the policy can't be
+ freed out from under us while we're using it for page allocation.
+
+4) Shared policies require special consideration. One task can replace a
+ shared memory policy while another task, with a distinct mmap_sem, is
+ querying or allocating a page based on the policy. To resolve this
+ potential race, the shared policy infrastructure adds an extra reference
+ to the shared policy during lookup while holding a spin lock on the shared
+ policy management structure. This requires that we drop this extra
+ reference when we're finished "using" the policy. We must drop the
+ extra reference on shared policies in the same query/allocation paths
+ used for non-shared policies. For this reason, shared policies are marked
+ as such, and the extra reference is dropped "conditionally"--i.e., only
+ for shared policies.
+
+ Because of this extra reference counting, and because we must lookup
+ shared policies in a tree structure under spinlock, shared policies are
+ more expensive to use in the page allocation path. This is especially
+ true for shared policies on shared memory regions shared by tasks running
+ on different NUMA nodes. This extra overhead can be avoided by always
+ falling back to task or system default policy for shared memory regions,
+ or by prefaulting the entire shared memory region into memory and locking
+ it down. However, this might not be appropriate for all applications.
+
+.. _memory_policy_apis:
+
+Memory Policy APIs
+==================
+
+Linux supports 3 system calls for controlling memory policy. These APIS
+always affect only the calling task, the calling task's address space, or
+some shared object mapped into the calling task's address space.
+
+.. note::
+ the headers that define these APIs and the parameter data types for
+ user space applications reside in a package that is not part of the
+ Linux kernel. The kernel system call interfaces, with the 'sys\_'
+ prefix, are defined in <linux/syscalls.h>; the mode and flag
+ definitions are defined in <linux/mempolicy.h>.
+
+Set [Task] Memory Policy::
+
+ long set_mempolicy(int mode, const unsigned long *nmask,
+ unsigned long maxnode);
+
+Set's the calling task's "task/process memory policy" to mode
+specified by the 'mode' argument and the set of nodes defined by
+'nmask'. 'nmask' points to a bit mask of node ids containing at least
+'maxnode' ids. Optional mode flags may be passed by combining the
+'mode' argument with the flag (for example: MPOL_INTERLEAVE |
+MPOL_F_STATIC_NODES).
+
+See the set_mempolicy(2) man page for more details
+
+
+Get [Task] Memory Policy or Related Information::
+
+ long get_mempolicy(int *mode,
+ const unsigned long *nmask, unsigned long maxnode,
+ void *addr, int flags);
+
+Queries the "task/process memory policy" of the calling task, or the
+policy or location of a specified virtual address, depending on the
+'flags' argument.
+
+See the get_mempolicy(2) man page for more details
+
+
+Install VMA/Shared Policy for a Range of Task's Address Space::
+
+ long mbind(void *start, unsigned long len, int mode,
+ const unsigned long *nmask, unsigned long maxnode,
+ unsigned flags);
+
+mbind() installs the policy specified by (mode, nmask, maxnodes) as a
+VMA policy for the range of the calling task's address space specified
+by the 'start' and 'len' arguments. Additional actions may be
+requested via the 'flags' argument.
+
+See the mbind(2) man page for more details.
+
+Memory Policy Command Line Interface
+====================================
+
+Although not strictly part of the Linux implementation of memory policy,
+a command line tool, numactl(8), exists that allows one to:
+
++ set the task policy for a specified program via set_mempolicy(2), fork(2) and
+ exec(2)
+
++ set the shared policy for a shared memory segment via mbind(2)
+
+The numactl(8) tool is packaged with the run-time version of the library
+containing the memory policy system call wrappers. Some distributions
+package the headers and compile-time libraries in a separate development
+package.
+
+.. _mem_pol_and_cpusets:
+
+Memory Policies and cpusets
+===========================
+
+Memory policies work within cpusets as described above. For memory policies
+that require a node or set of nodes, the nodes are restricted to the set of
+nodes whose memories are allowed by the cpuset constraints. If the nodemask
+specified for the policy contains nodes that are not allowed by the cpuset and
+MPOL_F_RELATIVE_NODES is not used, the intersection of the set of nodes
+specified for the policy and the set of nodes with memory is used. If the
+result is the empty set, the policy is considered invalid and cannot be
+installed. If MPOL_F_RELATIVE_NODES is used, the policy's nodes are mapped
+onto and folded into the task's set of allowed nodes as previously described.
+
+The interaction of memory policies and cpusets can be problematic when tasks
+in two cpusets share access to a memory region, such as shared memory segments
+created by shmget() of mmap() with the MAP_ANONYMOUS and MAP_SHARED flags, and
+any of the tasks install shared policy on the region, only nodes whose
+memories are allowed in both cpusets may be used in the policies. Obtaining
+this information requires "stepping outside" the memory policy APIs to use the
+cpuset information and requires that one know in what cpusets other task might
+be attaching to the shared region. Furthermore, if the cpusets' allowed
+memory sets are disjoint, "local" allocation is the only valid policy.