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0001 =======================
0002 Direct Access for files
0003 =======================
0004 
0005 Motivation
0006 ----------
0007 
0008 The page cache is usually used to buffer reads and writes to files.
0009 It is also used to provide the pages which are mapped into userspace
0010 by a call to mmap.
0011 
0012 For block devices that are memory-like, the page cache pages would be
0013 unnecessary copies of the original storage.  The `DAX` code removes the
0014 extra copy by performing reads and writes directly to the storage device.
0015 For file mappings, the storage device is mapped directly into userspace.
0016 
0017 
0018 Usage
0019 -----
0020 
0021 If you have a block device which supports `DAX`, you can make a filesystem
0022 on it as usual.  The `DAX` code currently only supports files with a block
0023 size equal to your kernel's `PAGE_SIZE`, so you may need to specify a block
0024 size when creating the filesystem.
0025 
0026 Currently 5 filesystems support `DAX`: ext2, ext4, xfs, virtiofs and erofs.
0027 Enabling `DAX` on them is different.
0028 
0029 Enabling DAX on ext2 and erofs
0030 ------------------------------
0031 
0032 When mounting the filesystem, use the ``-o dax`` option on the command line or
0033 add 'dax' to the options in ``/etc/fstab``.  This works to enable `DAX` on all files
0034 within the filesystem.  It is equivalent to the ``-o dax=always`` behavior below.
0035 
0036 
0037 Enabling DAX on xfs and ext4
0038 ----------------------------
0039 
0040 Summary
0041 -------
0042 
0043  1. There exists an in-kernel file access mode flag `S_DAX` that corresponds to
0044     the statx flag `STATX_ATTR_DAX`.  See the manpage for statx(2) for details
0045     about this access mode.
0046 
0047  2. There exists a persistent flag `FS_XFLAG_DAX` that can be applied to regular
0048     files and directories. This advisory flag can be set or cleared at any
0049     time, but doing so does not immediately affect the `S_DAX` state.
0050 
0051  3. If the persistent `FS_XFLAG_DAX` flag is set on a directory, this flag will
0052     be inherited by all regular files and subdirectories that are subsequently
0053     created in this directory. Files and subdirectories that exist at the time
0054     this flag is set or cleared on the parent directory are not modified by
0055     this modification of the parent directory.
0056 
0057  4. There exist dax mount options which can override `FS_XFLAG_DAX` in the
0058     setting of the `S_DAX` flag.  Given underlying storage which supports `DAX` the
0059     following hold:
0060 
0061     ``-o dax=inode``  means "follow `FS_XFLAG_DAX`" and is the default.
0062 
0063     ``-o dax=never``  means "never set `S_DAX`, ignore `FS_XFLAG_DAX`."
0064 
0065     ``-o dax=always`` means "always set `S_DAX` ignore `FS_XFLAG_DAX`."
0066 
0067     ``-o dax``      is a legacy option which is an alias for ``dax=always``.
0068 
0069     .. warning::
0070 
0071       The option ``-o dax`` may be removed in the future so ``-o dax=always`` is
0072       the preferred method for specifying this behavior.
0073 
0074     .. note::
0075 
0076       Modifications to and the inheritance behavior of `FS_XFLAG_DAX` remain
0077       the same even when the filesystem is mounted with a dax option.  However,
0078       in-core inode state (`S_DAX`) will be overridden until the filesystem is
0079       remounted with dax=inode and the inode is evicted from kernel memory.
0080 
0081  5. The `S_DAX` policy can be changed via:
0082 
0083     a) Setting the parent directory `FS_XFLAG_DAX` as needed before files are
0084        created
0085 
0086     b) Setting the appropriate dax="foo" mount option
0087 
0088     c) Changing the `FS_XFLAG_DAX` flag on existing regular files and
0089        directories.  This has runtime constraints and limitations that are
0090        described in 6) below.
0091 
0092  6. When changing the `S_DAX` policy via toggling the persistent `FS_XFLAG_DAX`
0093     flag, the change to existing regular files won't take effect until the
0094     files are closed by all processes.
0095 
0096 
0097 Details
0098 -------
0099 
0100 There are 2 per-file dax flags.  One is a persistent inode setting (`FS_XFLAG_DAX`)
0101 and the other is a volatile flag indicating the active state of the feature
0102 (`S_DAX`).
0103 
0104 `FS_XFLAG_DAX` is preserved within the filesystem.  This persistent config
0105 setting can be set, cleared and/or queried using the `FS_IOC_FS`[`GS`]`ETXATTR` ioctl
0106 (see ioctl_xfs_fsgetxattr(2)) or an utility such as 'xfs_io'.
0107 
0108 New files and directories automatically inherit `FS_XFLAG_DAX` from
0109 their parent directory **when created**.  Therefore, setting `FS_XFLAG_DAX` at
0110 directory creation time can be used to set a default behavior for an entire
0111 sub-tree.
0112 
0113 To clarify inheritance, here are 3 examples:
0114 
0115 Example A:
0116 
0117 .. code-block:: shell
0118 
0119   mkdir -p a/b/c
0120   xfs_io -c 'chattr +x' a
0121   mkdir a/b/c/d
0122   mkdir a/e
0123 
0124   ------[outcome]------
0125 
0126   dax: a,e
0127   no dax: b,c,d
0128 
0129 Example B:
0130 
0131 .. code-block:: shell
0132 
0133   mkdir a
0134   xfs_io -c 'chattr +x' a
0135   mkdir -p a/b/c/d
0136 
0137   ------[outcome]------
0138 
0139   dax: a,b,c,d
0140   no dax:
0141 
0142 Example C:
0143 
0144 .. code-block:: shell
0145 
0146   mkdir -p a/b/c
0147   xfs_io -c 'chattr +x' c
0148   mkdir a/b/c/d
0149 
0150   ------[outcome]------
0151 
0152   dax: c,d
0153   no dax: a,b
0154 
0155 The current enabled state (`S_DAX`) is set when a file inode is instantiated in
0156 memory by the kernel.  It is set based on the underlying media support, the
0157 value of `FS_XFLAG_DAX` and the filesystem's dax mount option.
0158 
0159 statx can be used to query `S_DAX`.
0160 
0161 .. note::
0162 
0163   That only regular files will ever have `S_DAX` set and therefore statx
0164   will never indicate that `S_DAX` is set on directories.
0165 
0166 Setting the `FS_XFLAG_DAX` flag (specifically or through inheritance) occurs even
0167 if the underlying media does not support dax and/or the filesystem is
0168 overridden with a mount option.
0169 
0170 
0171 Enabling DAX on virtiofs
0172 ----------------------------
0173 The semantic of DAX on virtiofs is basically equal to that on ext4 and xfs,
0174 except that when '-o dax=inode' is specified, virtiofs client derives the hint
0175 whether DAX shall be enabled or not from virtiofs server through FUSE protocol,
0176 rather than the persistent `FS_XFLAG_DAX` flag. That is, whether DAX shall be
0177 enabled or not is completely determined by virtiofs server, while virtiofs
0178 server itself may deploy various algorithm making this decision, e.g. depending
0179 on the persistent `FS_XFLAG_DAX` flag on the host.
0180 
0181 It is still supported to set or clear persistent `FS_XFLAG_DAX` flag inside
0182 guest, but it is not guaranteed that DAX will be enabled or disabled for
0183 corresponding file then. Users inside guest still need to call statx(2) and
0184 check the statx flag `STATX_ATTR_DAX` to see if DAX is enabled for this file.
0185 
0186 
0187 Implementation Tips for Block Driver Writers
0188 --------------------------------------------
0189 
0190 To support `DAX` in your block driver, implement the 'direct_access'
0191 block device operation.  It is used to translate the sector number
0192 (expressed in units of 512-byte sectors) to a page frame number (pfn)
0193 that identifies the physical page for the memory.  It also returns a
0194 kernel virtual address that can be used to access the memory.
0195 
0196 The direct_access method takes a 'size' parameter that indicates the
0197 number of bytes being requested.  The function should return the number
0198 of bytes that can be contiguously accessed at that offset.  It may also
0199 return a negative errno if an error occurs.
0200 
0201 In order to support this method, the storage must be byte-accessible by
0202 the CPU at all times.  If your device uses paging techniques to expose
0203 a large amount of memory through a smaller window, then you cannot
0204 implement direct_access.  Equally, if your device can occasionally
0205 stall the CPU for an extended period, you should also not attempt to
0206 implement direct_access.
0207 
0208 These block devices may be used for inspiration:
0209 - brd: RAM backed block device driver
0210 - dcssblk: s390 dcss block device driver
0211 - pmem: NVDIMM persistent memory driver
0212 
0213 
0214 Implementation Tips for Filesystem Writers
0215 ------------------------------------------
0216 
0217 Filesystem support consists of:
0218 
0219 * Adding support to mark inodes as being `DAX` by setting the `S_DAX` flag in
0220   i_flags
0221 * Implementing ->read_iter and ->write_iter operations which use
0222   :c:func:`dax_iomap_rw()` when inode has `S_DAX` flag set
0223 * Implementing an mmap file operation for `DAX` files which sets the
0224   `VM_MIXEDMAP` and `VM_HUGEPAGE` flags on the `VMA`, and setting the vm_ops to
0225   include handlers for fault, pmd_fault, page_mkwrite, pfn_mkwrite. These
0226   handlers should probably call :c:func:`dax_iomap_fault()` passing the
0227   appropriate fault size and iomap operations.
0228 * Calling :c:func:`iomap_zero_range()` passing appropriate iomap operations
0229   instead of :c:func:`block_truncate_page()` for `DAX` files
0230 * Ensuring that there is sufficient locking between reads, writes,
0231   truncates and page faults
0232 
0233 The iomap handlers for allocating blocks must make sure that allocated blocks
0234 are zeroed out and converted to written extents before being returned to avoid
0235 exposure of uninitialized data through mmap.
0236 
0237 These filesystems may be used for inspiration:
0238 
0239 .. seealso::
0240 
0241   ext2: see Documentation/filesystems/ext2.rst
0242 
0243 .. seealso::
0244 
0245   xfs:  see Documentation/admin-guide/xfs.rst
0246 
0247 .. seealso::
0248 
0249   ext4: see Documentation/filesystems/ext4/
0250 
0251 
0252 Handling Media Errors
0253 ---------------------
0254 
0255 The libnvdimm subsystem stores a record of known media error locations for
0256 each pmem block device (in gendisk->badblocks). If we fault at such location,
0257 or one with a latent error not yet discovered, the application can expect
0258 to receive a `SIGBUS`. Libnvdimm also allows clearing of these errors by simply
0259 writing the affected sectors (through the pmem driver, and if the underlying
0260 NVDIMM supports the clear_poison DSM defined by ACPI).
0261 
0262 Since `DAX` IO normally doesn't go through the ``driver/bio`` path, applications or
0263 sysadmins have an option to restore the lost data from a prior ``backup/inbuilt``
0264 redundancy in the following ways:
0265 
0266 1. Delete the affected file, and restore from a backup (sysadmin route):
0267    This will free the filesystem blocks that were being used by the file,
0268    and the next time they're allocated, they will be zeroed first, which
0269    happens through the driver, and will clear bad sectors.
0270 
0271 2. Truncate or hole-punch the part of the file that has a bad-block (at least
0272    an entire aligned sector has to be hole-punched, but not necessarily an
0273    entire filesystem block).
0274 
0275 These are the two basic paths that allow `DAX` filesystems to continue operating
0276 in the presence of media errors. More robust error recovery mechanisms can be
0277 built on top of this in the future, for example, involving redundancy/mirroring
0278 provided at the block layer through DM, or additionally, at the filesystem
0279 level. These would have to rely on the above two tenets, that error clearing
0280 can happen either by sending an IO through the driver, or zeroing (also through
0281 the driver).
0282 
0283 
0284 Shortcomings
0285 ------------
0286 
0287 Even if the kernel or its modules are stored on a filesystem that supports
0288 `DAX` on a block device that supports `DAX`, they will still be copied into RAM.
0289 
0290 The DAX code does not work correctly on architectures which have virtually
0291 mapped caches such as ARM, MIPS and SPARC.
0292 
0293 Calling :c:func:`get_user_pages()` on a range of user memory that has been
0294 mmaped from a `DAX` file will fail when there are no 'struct page' to describe
0295 those pages.  This problem has been addressed in some device drivers
0296 by adding optional struct page support for pages under the control of
0297 the driver (see `CONFIG_NVDIMM_PFN` in ``drivers/nvdimm`` for an example of
0298 how to do this). In the non struct page cases `O_DIRECT` reads/writes to
0299 those memory ranges from a non-`DAX` file will fail 
0300 
0301 
0302 .. note::
0303 
0304   `O_DIRECT` reads/writes _of a `DAX` file do work, it is the memory that
0305   is being accessed that is key here).  Other things that will not work in
0306   the non struct page case include RDMA, :c:func:`sendfile()` and
0307   :c:func:`splice()`.