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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-27 18:24:20 +0000
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+# Block Device Layer Programming Guide {#bdev_pg}
+
+## Target Audience
+
+This programming guide is intended for developers authoring applications that
+use the SPDK bdev library to access block devices.
+
+## Introduction
+
+A block device is a storage device that supports reading and writing data in
+fixed-size blocks. These blocks are usually 512 or 4096 bytes. The
+devices may be logical constructs in software or correspond to physical
+devices like NVMe SSDs.
+
+The block device layer consists of a single generic library in `lib/bdev`,
+plus a number of optional modules (as separate libraries) that implement
+various types of block devices. The public header file for the generic library
+is bdev.h, which is the entirety of the API needed to interact with any type
+of block device. This guide will cover how to interact with bdevs using that
+API. For a guide to implementing a bdev module, see @ref bdev_module.
+
+The bdev layer provides a number of useful features in addition to providing a
+common abstraction for all block devices:
+
+- Automatic queueing of I/O requests in response to queue full or out-of-memory conditions
+- Hot remove support, even while I/O traffic is occurring.
+- I/O statistics such as bandwidth and latency
+- Device reset support and I/O timeout tracking
+
+## Basic Primitives
+
+Users of the bdev API interact with a number of basic objects.
+
+struct spdk_bdev, which this guide will refer to as a *bdev*, represents a
+generic block device. struct spdk_bdev_desc, heretofore called a *descriptor*,
+represents a handle to a given block device. Descriptors are used to establish
+and track permissions to use the underlying block device, much like a file
+descriptor on UNIX systems. Requests to the block device are asynchronous and
+represented by spdk_bdev_io objects. Requests must be submitted on an
+associated I/O channel. The motivation and design of I/O channels is described
+in @ref concurrency.
+
+Bdevs can be layered, such that some bdevs service I/O by routing requests to
+other bdevs. This can be used to implement caching, RAID, logical volume
+management, and more. Bdevs that route I/O to other bdevs are often referred
+to as virtual bdevs, or *vbdevs* for short.
+
+## Initializing The Library
+
+The bdev layer depends on the generic message passing infrastructure
+abstracted by the header file include/io_channel.h. See @ref concurrency for a
+full description. Most importantly, calls into the bdev library may only be
+made from threads that have been allocated with SPDK by calling
+spdk_allocate_thread().
+
+From an allocated thread, the bdev library may be initialized by calling
+spdk_bdev_initialize(), which is an asynchronous operation. Until the completion
+callback is called, no other bdev library functions may be invoked. Similarly,
+to tear down the bdev library, call spdk_bdev_finish().
+
+## Discovering Block Devices
+
+All block devices have a simple string name. At any time, a pointer to the
+device object can be obtained by calling spdk_bdev_get_by_name(), or the entire
+set of bdevs may be iterated using spdk_bdev_first() and spdk_bdev_next() and
+their variants.
+
+Some block devices may also be given aliases, which are also string names.
+Aliases behave like symlinks - they can be used interchangeably with the real
+name to look up the block device.
+
+## Preparing To Use A Block Device
+
+In order to send I/O requests to a block device, it must first be opened by
+calling spdk_bdev_open(). This will return a descriptor. Multiple users may have
+a bdev open at the same time, and coordination of reads and writes between
+users must be handled by some higher level mechanism outside of the bdev
+layer. Opening a bdev with write permission may fail if a virtual bdev module
+has *claimed* the bdev. Virtual bdev modules implement logic like RAID or
+logical volume management and forward their I/O to lower level bdevs, so they
+mark these lower level bdevs as claimed to prevent outside users from issuing
+writes.
+
+When a block device is opened, an optional callback and context can be
+provided that will be called if the underlying storage servicing the block
+device is removed. For example, the remove callback will be called on each
+open descriptor for a bdev backed by a physical NVMe SSD when the NVMe SSD is
+hot-unplugged. The callback can be thought of as a request to close the open
+descriptor so other memory may be freed. A bdev cannot be torn down while open
+descriptors exist, so it is highly recommended that a callback is provided.
+
+When a user is done with a descriptor, they may release it by calling
+spdk_bdev_close().
+
+Descriptors may be passed to and used from multiple threads simultaneously.
+However, for each thread a separate I/O channel must be obtained by calling
+spdk_bdev_get_io_channel(). This will allocate the necessary per-thread
+resources to submit I/O requests to the bdev without taking locks. To release
+a channel, call spdk_put_io_channel(). A descriptor cannot be closed until
+all associated channels have been destroyed.
+
+## Sending I/O
+
+Once a descriptor and a channel have been obtained, I/O may be sent by calling
+the various I/O submission functions such as spdk_bdev_read(). These calls each
+take a callback as an argument which will be called some time later with a
+handle to an spdk_bdev_io object. In response to that completion, the user
+must call spdk_bdev_free_io() to release the resources. Within this callback,
+the user may also use the functions spdk_bdev_io_get_nvme_status() and
+spdk_bdev_io_get_scsi_status() to obtain error information in the format of
+their choosing.
+
+I/O submission is performed by calling functions such as spdk_bdev_read() or
+spdk_bdev_write(). These functions take as an argument a pointer to a region of
+memory or a scatter gather list describing memory that will be transferred to
+the block device. This memory must be allocated through spdk_dma_malloc() or
+its variants. For a full explanation of why the memory must come from a
+special allocation pool, see @ref memory. Where possible, data in memory will
+be *directly transferred to the block device* using
+[Direct Memory Access](https://en.wikipedia.org/wiki/Direct_memory_access).
+That means it is not copied.
+
+All I/O submission functions are asynchronous and non-blocking. They will not
+block or stall the thread for any reason. However, the I/O submission
+functions may fail in one of two ways. First, they may fail immediately and
+return an error code. In that case, the provided callback will not be called.
+Second, they may fail asynchronously. In that case, the associated
+spdk_bdev_io will be passed to the callback and it will report error
+information.
+
+Some I/O request types are optional and may not be supported by a given bdev.
+To query a bdev for the I/O request types it supports, call
+spdk_bdev_io_type_supported().
+
+## Resetting A Block Device
+
+In order to handle unexpected failure conditions, the bdev library provides a
+mechanism to perform a device reset by calling spdk_bdev_reset(). This will pass
+a message to every other thread for which an I/O channel exists for the bdev,
+pause it, then forward a reset request to the underlying bdev module and wait
+for completion. Upon completion, the I/O channels will resume and the reset
+will complete. The specific behavior inside the bdev module is
+module-specific. For example, NVMe devices will delete all queue pairs,
+perform an NVMe reset, then recreate the queue pairs and continue. Most
+importantly, regardless of device type, *all I/O outstanding to the block
+device will be completed prior to the reset completing.*