1 files changed, 345 insertions, 0 deletions

diff --git a/Documentation/filesystems/path-lookup.txt b/Documentation/filesystems/path-lookup.txt
new file mode 100644
index 000000000000..09b2878724a1
--- /dev/null
+++ b/Documentation/filesystems/path-lookup.txt
@@ -0,0 +1,345 @@
+Path walking and name lookup locking
+====================================
+
+Path resolution is the finding a dentry corresponding to a path name string, by
+performing a path walk. Typically, for every open(), stat() etc., the path name
+will be resolved. Paths are resolved by walking the namespace tree, starting
+with the first component of the pathname (eg. root or cwd) with a known dentry,
+then finding the child of that dentry, which is named the next component in the
+path string. Then repeating the lookup from the child dentry and finding its
+child with the next element, and so on.
+
+Since it is a frequent operation for workloads like multiuser environments and
+web servers, it is important to optimize this code.
+
+Path walking synchronisation history:
+Prior to 2.5.10, dcache_lock was acquired in d_lookup (dcache hash lookup) and
+thus in every component during path look-up. Since 2.5.10 onwards, fast-walk
+algorithm changed this by holding the dcache_lock at the beginning and walking
+as many cached path component dentries as possible. This significantly
+decreases the number of acquisition of dcache_lock. However it also increases
+the lock hold time significantly and affects performance in large SMP machines.
+Since 2.5.62 kernel, dcache has been using a new locking model that uses RCU to
+make dcache look-up lock-free.
+
+All the above algorithms required taking a lock and reference count on the
+dentry that was looked up, so that may be used as the basis for walking the
+next path element. This is inefficient and unscalable. It is inefficient
+because of the locks and atomic operations required for every dentry element
+slows things down. It is not scalable because many parallel applications that
+are path-walk intensive tend to do path lookups starting from a common dentry
+(usually, the root "/" or current working directory). So contention on these
+common path elements causes lock and cacheline queueing.
+
+Since 2.6.38, RCU is used to make a significant part of the entire path walk
+(including dcache look-up) completely "store-free" (so, no locks, atomics, or
+even stores into cachelines of common dentries). This is known as "rcu-walk"
+path walking.
+
+Path walking overview
+=====================
+
+A name string specifies a start (root directory, cwd, fd-relative) and a
+sequence of elements (directory entry names), which together refer to a path in
+the namespace. A path is represented as a (dentry, vfsmount) tuple. The name
+elements are sub-strings, seperated by '/'.
+
+Name lookups will want to find a particular path that a name string refers to
+(usually the final element, or parent of final element). This is done by taking
+the path given by the name's starting point (which we know in advance -- eg.
+current->fs->cwd or current->fs->root) as the first parent of the lookup. Then
+iteratively for each subsequent name element, look up the child of the current
+parent with the given name and if it is not the desired entry, make it the
+parent for the next lookup.
+
+A parent, of course, must be a directory, and we must have appropriate
+permissions on the parent inode to be able to walk into it.
+
+Turning the child into a parent for the next lookup requires more checks and
+procedures. Symlinks essentially substitute the symlink name for the target
+name in the name string, and require some recursive path walking.  Mount points
+must be followed into (thus changing the vfsmount that subsequent path elements
+refer to), switching from the mount point path to the root of the particular
+mounted vfsmount. These behaviours are variously modified depending on the
+exact path walking flags.
+
+Path walking then must, broadly, do several particular things:
+- find the start point of the walk;
+- perform permissions and validity checks on inodes;
+- perform dcache hash name lookups on (parent, name element) tuples;
+- traverse mount points;
+- traverse symlinks;
+- lookup and create missing parts of the path on demand.
+
+Safe store-free look-up of dcache hash table
+============================================
+
+Dcache name lookup
+------------------
+In order to lookup a dcache (parent, name) tuple, we take a hash on the tuple
+and use that to select a bucket in the dcache-hash table. The list of entries
+in that bucket is then walked, and we do a full comparison of each entry
+against our (parent, name) tuple.
+
+The hash lists are RCU protected, so list walking is not serialised with
+concurrent updates (insertion, deletion from the hash). This is a standard RCU
+list application with the exception of renames, which will be covered below.
+
+Parent and name members of a dentry, as well as its membership in the dcache
+hash, and its inode are protected by the per-dentry d_lock spinlock. A
+reference is taken on the dentry (while the fields are verified under d_lock),
+and this stabilises its d_inode pointer and actual inode. This gives a stable
+point to perform the next step of our path walk against.
+
+These members are also protected by d_seq seqlock, although this offers
+read-only protection and no durability of results, so care must be taken when
+using d_seq for synchronisation (see seqcount based lookups, below).
+
+Renames
+-------
+Back to the rename case. In usual RCU protected lists, the only operations that
+will happen to an object is insertion, and then eventually removal from the
+list. The object will not be reused until an RCU grace period is complete.
+This ensures the RCU list traversal primitives can run over the object without
+problems (see RCU documentation for how this works).
+
+However when a dentry is renamed, its hash value can change, requiring it to be
+moved to a new hash list. Allocating and inserting a new alias would be
+expensive and also problematic for directory dentries. Latency would be far to
+high to wait for a grace period after removing the dentry and before inserting
+it in the new hash bucket. So what is done is to insert the dentry into the
+new list immediately.
+
+However, when the dentry's list pointers are updated to point to objects in the
+new list before waiting for a grace period, this can result in a concurrent RCU
+lookup of the old list veering off into the new (incorrect) list and missing
+the remaining dentries on the list.
+
+There is no fundamental problem with walking down the wrong list, because the
+dentry comparisons will never match. However it is fatal to miss a matching
+dentry. So a seqlock is used to detect when a rename has occurred, and so the
+lookup can be retried.
+
+         1      2      3
+        +---+  +---+  +---+
+hlist-->| N-+->| N-+->| N-+->
+head <--+-P |<-+-P |<-+-P |
+        +---+  +---+  +---+
+
+Rename of dentry 2 may require it deleted from the above list, and inserted
+into a new list. Deleting 2 gives the following list.
+
+         1             3
+        +---+         +---+     (don't worry, the longer pointers do not
+hlist-->| N-+-------->| N-+->    impose a measurable performance overhead
+head <--+-P |<--------+-P |      on modern CPUs)
+        +---+         +---+
+          ^      2      ^
+          |    +---+    |
+          |    | N-+----+
+          +----+-P |
+               +---+
+
+This is a standard RCU-list deletion, which leaves the deleted object's
+pointers intact, so a concurrent list walker that is currently looking at
+object 2 will correctly continue to object 3 when it is time to traverse the
+next object.
+
+However, when inserting object 2 onto a new list, we end up with this:
+
+         1             3
+        +---+         +---+
+hlist-->| N-+-------->| N-+->
+head <--+-P |<--------+-P |
+        +---+         +---+
+                 2
+               +---+
+               | N-+---->
+          <----+-P |
+               +---+
+
+Because we didn't wait for a grace period, there may be a concurrent lookup
+still at 2. Now when it follows 2's 'next' pointer, it will walk off into
+another list without ever having checked object 3.
+
+A related, but distinctly different, issue is that of rename atomicity versus
+lookup operations. If a file is renamed from 'A' to 'B', a lookup must only
+find either 'A' or 'B'. So if a lookup of 'A' returns NULL, a subsequent lookup
+of 'B' must succeed (note the reverse is not true).
+
+Between deleting the dentry from the old hash list, and inserting it on the new
+hash list, a lookup may find neither 'A' nor 'B' matching the dentry. The same
+rename seqlock is also used to cover this race in much the same way, by
+retrying a negative lookup result if a rename was in progress.
+
+Seqcount based lookups
+----------------------
+In refcount based dcache lookups, d_lock is used to serialise access to
+the dentry, stabilising it while comparing its name and parent and then
+taking a reference count (the reference count then gives a stable place to
+start the next part of the path walk from).
+
+As explained above, we would like to do path walking without taking locks or
+reference counts on intermediate dentries along the path. To do this, a per
+dentry seqlock (d_seq) is used to take a "coherent snapshot" of what the dentry
+looks like (its name, parent, and inode). That snapshot is then used to start
+the next part of the path walk. When loading the coherent snapshot under d_seq,
+care must be taken to load the members up-front, and use those pointers rather
+than reloading from the dentry later on (otherwise we'd have interesting things
+like d_inode going NULL underneath us, if the name was unlinked).
+
+Also important is to avoid performing any destructive operations (pretty much:
+no non-atomic stores to shared data), and to recheck the seqcount when we are
+"done" with the operation. Retry or abort if the seqcount does not match.
+Avoiding destructive or changing operations means we can easily unwind from
+failure.
+
+What this means is that a caller, provided they are holding RCU lock to
+protect the dentry object from disappearing, can perform a seqcount based
+lookup which does not increment the refcount on the dentry or write to
+it in any way. This returned dentry can be used for subsequent operations,
+provided that d_seq is rechecked after that operation is complete.
+
+Inodes are also rcu freed, so the seqcount lookup dentry's inode may also be
+queried for permissions.
+
+With this two parts of the puzzle, we can do path lookups without taking
+locks or refcounts on dentry elements.
+
+RCU-walk path walking design
+============================
+
+Path walking code now has two distinct modes, ref-walk and rcu-walk. ref-walk
+is the traditional[*] way of performing dcache lookups using d_lock to
+serialise concurrent modifications to the dentry and take a reference count on
+it. ref-walk is simple and obvious, and may sleep, take locks, etc while path
+walking is operating on each dentry. rcu-walk uses seqcount based dentry
+lookups, and can perform lookup of intermediate elements without any stores to
+shared data in the dentry or inode. rcu-walk can not be applied to all cases,
+eg. if the filesystem must sleep or perform non trivial operations, rcu-walk
+must be switched to ref-walk mode.
+
+[*] RCU is still used for the dentry hash lookup in ref-walk, but not the full
+    path walk.
+
+Where ref-walk uses a stable, refcounted ``parent'' to walk the remaining
+path string, rcu-walk uses a d_seq protected snapshot. When looking up a
+child of this parent snapshot, we open d_seq critical section on the child
+before closing d_seq critical section on the parent. This gives an interlocking
+ladder of snapshots to walk down.
+
+
+     proc 101
+      /----------------\
+     / comm:    "vi"    \
+    /  fs.root: dentry0  \
+    \  fs.cwd:  dentry2  /
+     \                  /
+      \----------------/
+
+So when vi wants to open("/home/npiggin/test.c", O_RDWR), then it will
+start from current->fs->root, which is a pinned dentry. Alternatively,
+"./test.c" would start from cwd; both names refer to the same path in
+the context of proc101.
+
+     dentry 0
+    +---------------------+   rcu-walk begins here, we note d_seq, check the
+    | name:    "/"        |   inode's permission, and then look up the next
+    | inode:   10         |   path element which is "home"...
+    | children:"home", ...|
+    +---------------------+
+              |
+     dentry 1 V
+    +---------------------+   ... which brings us here. We find dentry1 via
+    | name:    "home"     |   hash lookup, then note d_seq and compare name
+    | inode:   678        |   string and parent pointer. When we have a match,
+    | children:"npiggin"  |   we now recheck the d_seq of dentry0. Then we
+    +---------------------+   check inode and look up the next element.
+              |
+     dentry2  V
+    +---------------------+   Note: if dentry0 is now modified, lookup is
+    | name:    "npiggin"  |   not necessarily invalid, so we need only keep a
+    | inode:   543        |   parent for d_seq verification, and grandparents
+    | children:"a.c", ... |   can be forgotten.
+    +---------------------+
+              |
+     dentry3  V
+    +---------------------+   At this point we have our destination dentry.
+    | name:    "a.c"      |   We now take its d_lock, verify d_seq of this
+    | inode:   14221      |   dentry. If that checks out, we can increment
+    | children:NULL       |   its refcount because we're holding d_lock.
+    +---------------------+
+
+Taking a refcount on a dentry from rcu-walk mode, by taking its d_lock,
+re-checking its d_seq, and then incrementing its refcount is called
+"dropping rcu" or dropping from rcu-walk into ref-walk mode.
+
+It is, in some sense, a bit of a house of cards. If the seqcount check of the
+parent snapshot fails, the house comes down, because we had closed the d_seq
+section on the grandparent, so we have nothing left to stand on. In that case,
+the path walk must be fully restarted (which we do in ref-walk mode, to avoid
+live locks). It is costly to have a full restart, but fortunately they are
+quite rare.
+
+When we reach a point where sleeping is required, or a filesystem callout
+requires ref-walk, then instead of restarting the walk, we attempt to drop rcu
+at the last known good dentry we have. Avoiding a full restart in ref-walk in
+these cases is fundamental for performance and scalability because blocking
+operations such as creates and unlinks are not uncommon.
+
+The detailed design for rcu-walk is like this:
+* LOOKUP_RCU is set in nd->flags, which distinguishes rcu-walk from ref-walk.
+* Take the RCU lock for the entire path walk, starting with the acquiring
+  of the starting path (eg. root/cwd/fd-path). So now dentry refcounts are
+  not required for dentry persistence.
+* synchronize_rcu is called when unregistering a filesystem, so we can
+  access d_ops and i_ops during rcu-walk.
+* Similarly take the vfsmount lock for the entire path walk. So now mnt
+  refcounts are not required for persistence. Also we are free to perform mount
+  lookups, and to assume dentry mount points and mount roots are stable up and
+  down the path.
+* Have a per-dentry seqlock to protect the dentry name, parent, and inode,
+  so we can load this tuple atomically, and also check whether any of its
+  members have changed.
+* Dentry lookups (based on parent, candidate string tuple) recheck the parent
+  sequence after the child is found in case anything changed in the parent
+  during the path walk.
+* inode is also RCU protected so we can load d_inode and use the inode for
+  limited things.
+* i_mode, i_uid, i_gid can be tested for exec permissions during path walk.
+* i_op can be loaded.
+* When the destination dentry is reached, drop rcu there (ie. take d_lock,
+  verify d_seq, increment refcount).
+* If seqlock verification fails anywhere along the path, do a full restart
+  of the path lookup in ref-walk mode. -ECHILD tends to be used (for want of
+  a better errno) to signal an rcu-walk failure.
+
+The cases where rcu-walk cannot continue are:
+* NULL dentry (ie. any uncached path element)
+* parent with d_inode->i_op->permission or ACLs
+* dentries with d_revalidate
+* Following links
+
+In future patches, permission checks and d_revalidate become rcu-walk aware. It
+may be possible eventually to make following links rcu-walk aware.
+
+Uncached path elements will always require dropping to ref-walk mode, at the
+very least because i_mutex needs to be grabbed, and objects allocated.
+
+Final note:
+"store-free" path walking is not strictly store free. We take vfsmount lock
+and refcounts (both of which can be made per-cpu), and we also store to the
+stack (which is essentially CPU-local), and we also have to take locks and
+refcount on final dentry.
+
+The point is that shared data, where practically possible, is not locked
+or stored into. The result is massive improvements in performance and
+scalability of path resolution.
+
+
+Papers and other documentation on dcache locking
+================================================
+
+1. Scaling dcache with RCU (http://linuxjournal.com/article.php?sid=7124).
+
+2. http://lse.sourceforge.net/locking/dcache/dcache.html