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1ORANGEFS
2========
3
4OrangeFS is an LGPL userspace scale-out parallel storage system. It is ideal
5for large storage problems faced by HPC, BigData, Streaming Video,
6Genomics, Bioinformatics.
7
8Orangefs, originally called PVFS, was first developed in 1993 by
9Walt Ligon and Eric Blumer as a parallel file system for Parallel
10Virtual Machine (PVM) as part of a NASA grant to study the I/O patterns
11of parallel programs.
12
13Orangefs features include:
14
15 * Distributes file data among multiple file servers
16 * Supports simultaneous access by multiple clients
17 * Stores file data and metadata on servers using local file system
18 and access methods
19 * Userspace implementation is easy to install and maintain
20 * Direct MPI support
21 * Stateless
22
23
24MAILING LIST
25============
26
27http://beowulf-underground.org/mailman/listinfo/pvfs2-users
28
29
30DOCUMENTATION
31=============
32
33http://www.orangefs.org/documentation/
34
35
36USERSPACE FILESYSTEM SOURCE
37===========================
38
39http://www.orangefs.org/download
40
41Orangefs versions prior to 2.9.3 would not be compatible with the
42upstream version of the kernel client.
43
44
45BUILDING THE USERSPACE FILESYSTEM ON A SINGLE SERVER
46====================================================
47
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48You can omit --prefix if you don't care that things are sprinkled around in
49/usr/local. As of version 2.9.6, Orangefs uses Berkeley DB by default, we
50will probably be changing the default to lmdb soon.
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ba5e79ea 52./configure --prefix=/opt/ofs --with-db-backend=lmdb
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53
54make
55
56make install
57
58Create an orangefs config file:
59/opt/ofs/bin/pvfs2-genconfig /etc/pvfs2.conf
60
61 for "Enter hostnames", use the hostname, don't let it default to
62 localhost.
63
64create a pvfs2tab file in /etc:
65cat /etc/pvfs2tab
66tcp://myhostname:3334/orangefs /mymountpoint pvfs2 defaults,noauto 0 0
67
68create the mount point you specified in the tab file if needed:
69mkdir /mymountpoint
70
71bootstrap the server:
72/opt/ofs/sbin/pvfs2-server /etc/pvfs2.conf -f
73
74start the server:
75/opt/osf/sbin/pvfs2-server /etc/pvfs2.conf
76
77Now the server is running. At this point you might like to
78prove things are working with:
79
80/opt/osf/bin/pvfs2-ls /mymountpoint
81
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82If stuff seems to be working, turn on the client core:
83/opt/osf/sbin/pvfs2-client -p /opt/osf/sbin/pvfs2-client-core
84
85Mount your filesystem.
86mount -t pvfs2 tcp://myhostname:3334/orangefs /mymountpoint
87
88
89OPTIONS
90=======
91
92The following mount options are accepted:
93
94 acl
95 Allow the use of Access Control Lists on files and directories.
96
97 intr
98 Some operations between the kernel client and the user space
99 filesystem can be interruptible, such as changes in debug levels
100 and the setting of tunable parameters.
101
102 local_lock
103 Enable posix locking from the perspective of "this" kernel. The
104 default file_operations lock action is to return ENOSYS. Posix
105 locking kicks in if the filesystem is mounted with -o local_lock.
106 Distributed locking is being worked on for the future.
107
108
109DEBUGGING
110=========
111
fcac9d57 112If you want the debug (GOSSIP) statements in a particular
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113source file (inode.c for example) go to syslog:
114
115 echo inode > /sys/kernel/debug/orangefs/kernel-debug
116
117No debugging (the default):
118
119 echo none > /sys/kernel/debug/orangefs/kernel-debug
120
121Debugging from several source files:
122
123 echo inode,dir > /sys/kernel/debug/orangefs/kernel-debug
124
125All debugging:
126
127 echo all > /sys/kernel/debug/orangefs/kernel-debug
128
129Get a list of all debugging keywords:
130
131 cat /sys/kernel/debug/orangefs/debug-help
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132
133
134PROTOCOL BETWEEN KERNEL MODULE AND USERSPACE
135============================================
136
137Orangefs is a user space filesystem and an associated kernel module.
138We'll just refer to the user space part of Orangefs as "userspace"
139from here on out. Orangefs descends from PVFS, and userspace code
140still uses PVFS for function and variable names. Userspace typedefs
141many of the important structures. Function and variable names in
142the kernel module have been transitioned to "orangefs", and The Linux
143Coding Style avoids typedefs, so kernel module structures that
144correspond to userspace structures are not typedefed.
145
146The kernel module implements a pseudo device that userspace
147can read from and write to. Userspace can also manipulate the
148kernel module through the pseudo device with ioctl.
149
150THE BUFMAP:
151
152At startup userspace allocates two page-size-aligned (posix_memalign)
153mlocked memory buffers, one is used for IO and one is used for readdir
154operations. The IO buffer is 41943040 bytes and the readdir buffer is
1554194304 bytes. Each buffer contains logical chunks, or partitions, and
156a pointer to each buffer is added to its own PVFS_dev_map_desc structure
157which also describes its total size, as well as the size and number of
158the partitions.
159
160A pointer to the IO buffer's PVFS_dev_map_desc structure is sent to a
161mapping routine in the kernel module with an ioctl. The structure is
162copied from user space to kernel space with copy_from_user and is used
163to initialize the kernel module's "bufmap" (struct orangefs_bufmap), which
164then contains:
165
166 * refcnt - a reference counter
167 * desc_size - PVFS2_BUFMAP_DEFAULT_DESC_SIZE (4194304) - the IO buffer's
168 partition size, which represents the filesystem's block size and
169 is used for s_blocksize in super blocks.
170 * desc_count - PVFS2_BUFMAP_DEFAULT_DESC_COUNT (10) - the number of
171 partitions in the IO buffer.
172 * desc_shift - log2(desc_size), used for s_blocksize_bits in super blocks.
173 * total_size - the total size of the IO buffer.
174 * page_count - the number of 4096 byte pages in the IO buffer.
175 * page_array - a pointer to page_count * (sizeof(struct page*)) bytes
176 of kcalloced memory. This memory is used as an array of pointers
177 to each of the pages in the IO buffer through a call to get_user_pages.
178 * desc_array - a pointer to desc_count * (sizeof(struct orangefs_bufmap_desc))
179 bytes of kcalloced memory. This memory is further intialized:
180
181 user_desc is the kernel's copy of the IO buffer's ORANGEFS_dev_map_desc
182 structure. user_desc->ptr points to the IO buffer.
183
184 pages_per_desc = bufmap->desc_size / PAGE_SIZE
185 offset = 0
186
187 bufmap->desc_array[0].page_array = &bufmap->page_array[offset]
188 bufmap->desc_array[0].array_count = pages_per_desc = 1024
189 bufmap->desc_array[0].uaddr = (user_desc->ptr) + (0 * 1024 * 4096)
190 offset += 1024
191 .
192 .
193 .
194 bufmap->desc_array[9].page_array = &bufmap->page_array[offset]
195 bufmap->desc_array[9].array_count = pages_per_desc = 1024
196 bufmap->desc_array[9].uaddr = (user_desc->ptr) +
197 (9 * 1024 * 4096)
198 offset += 1024
199
200 * buffer_index_array - a desc_count sized array of ints, used to
201 indicate which of the IO buffer's partitions are available to use.
202 * buffer_index_lock - a spinlock to protect buffer_index_array during update.
203 * readdir_index_array - a five (ORANGEFS_READDIR_DEFAULT_DESC_COUNT) element
204 int array used to indicate which of the readdir buffer's partitions are
205 available to use.
206 * readdir_index_lock - a spinlock to protect readdir_index_array during
207 update.
208
209OPERATIONS:
210
211The kernel module builds an "op" (struct orangefs_kernel_op_s) when it
212needs to communicate with userspace. Part of the op contains the "upcall"
213which expresses the request to userspace. Part of the op eventually
214contains the "downcall" which expresses the results of the request.
215
216The slab allocator is used to keep a cache of op structures handy.
217
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218At init time the kernel module defines and initializes a request list
219and an in_progress hash table to keep track of all the ops that are
220in flight at any given time.
221
222Ops are stateful:
223
224 * unknown - op was just initialized
225 * waiting - op is on request_list (upward bound)
226 * inprogr - op is in progress (waiting for downcall)
227 * serviced - op has matching downcall; ok
228 * purged - op has to start a timer since client-core
229 exited uncleanly before servicing op
230 * given up - submitter has given up waiting for it
231
232When some arbitrary userspace program needs to perform a
233filesystem operation on Orangefs (readdir, I/O, create, whatever)
234an op structure is initialized and tagged with a distinguishing ID
235number. The upcall part of the op is filled out, and the op is
236passed to the "service_operation" function.
237
238Service_operation changes the op's state to "waiting", puts
239it on the request list, and signals the Orangefs file_operations.poll
240function through a wait queue. Userspace is polling the pseudo-device
241and thus becomes aware of the upcall request that needs to be read.
242
243When the Orangefs file_operations.read function is triggered, the
244request list is searched for an op that seems ready-to-process.
245The op is removed from the request list. The tag from the op and
246the filled-out upcall struct are copy_to_user'ed back to userspace.
247
248If any of these (and some additional protocol) copy_to_users fail,
249the op's state is set to "waiting" and the op is added back to
250the request list. Otherwise, the op's state is changed to "in progress",
251and the op is hashed on its tag and put onto the end of a list in the
252in_progress hash table at the index the tag hashed to.
253
254When userspace has assembled the response to the upcall, it
255writes the response, which includes the distinguishing tag, back to
256the pseudo device in a series of io_vecs. This triggers the Orangefs
257file_operations.write_iter function to find the op with the associated
258tag and remove it from the in_progress hash table. As long as the op's
259state is not "canceled" or "given up", its state is set to "serviced".
260The file_operations.write_iter function returns to the waiting vfs,
261and back to service_operation through wait_for_matching_downcall.
262
263Service operation returns to its caller with the op's downcall
264part (the response to the upcall) filled out.
265
266The "client-core" is the bridge between the kernel module and
267userspace. The client-core is a daemon. The client-core has an
268associated watchdog daemon. If the client-core is ever signaled
269to die, the watchdog daemon restarts the client-core. Even though
270the client-core is restarted "right away", there is a period of
271time during such an event that the client-core is dead. A dead client-core
272can't be triggered by the Orangefs file_operations.poll function.
273Ops that pass through service_operation during a "dead spell" can timeout
274on the wait queue and one attempt is made to recycle them. Obviously,
275if the client-core stays dead too long, the arbitrary userspace processes
276trying to use Orangefs will be negatively affected. Waiting ops
277that can't be serviced will be removed from the request list and
302f0493 278have their states set to "given up". In-progress ops that can't
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279be serviced will be removed from the in_progress hash table and
280have their states set to "given up".
281
282Readdir and I/O ops are atypical with respect to their payloads.
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283
284 - readdir ops use the smaller of the two pre-allocated pre-partitioned
285 memory buffers. The readdir buffer is only available to userspace.
286 The kernel module obtains an index to a free partition before launching
287 a readdir op. Userspace deposits the results into the indexed partition
288 and then writes them to back to the pvfs device.
289
290 - io (read and write) ops use the larger of the two pre-allocated
291 pre-partitioned memory buffers. The IO buffer is accessible from
292 both userspace and the kernel module. The kernel module obtains an
293 index to a free partition before launching an io op. The kernel module
294 deposits write data into the indexed partition, to be consumed
295 directly by userspace. Userspace deposits the results of read
296 requests into the indexed partition, to be consumed directly
297 by the kernel module.
298
299Responses to kernel requests are all packaged in pvfs2_downcall_t
300structs. Besides a few other members, pvfs2_downcall_t contains a
301union of structs, each of which is associated with a particular
302response type.
303
304The several members outside of the union are:
305 - int32_t type - type of operation.
306 - int32_t status - return code for the operation.
307 - int64_t trailer_size - 0 unless readdir operation.
308 - char *trailer_buf - initialized to NULL, used during readdir operations.
309
310The appropriate member inside the union is filled out for any
311particular response.
312
313 PVFS2_VFS_OP_FILE_IO
314 fill a pvfs2_io_response_t
315
316 PVFS2_VFS_OP_LOOKUP
317 fill a PVFS_object_kref
318
319 PVFS2_VFS_OP_CREATE
320 fill a PVFS_object_kref
321
322 PVFS2_VFS_OP_SYMLINK
323 fill a PVFS_object_kref
324
325 PVFS2_VFS_OP_GETATTR
326 fill in a PVFS_sys_attr_s (tons of stuff the kernel doesn't need)
327 fill in a string with the link target when the object is a symlink.
328
329 PVFS2_VFS_OP_MKDIR
330 fill a PVFS_object_kref
331
332 PVFS2_VFS_OP_STATFS
333 fill a pvfs2_statfs_response_t with useless info <g>. It is hard for
334 us to know, in a timely fashion, these statistics about our
302f0493 335 distributed network filesystem.
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336
337 PVFS2_VFS_OP_FS_MOUNT
338 fill a pvfs2_fs_mount_response_t which is just like a PVFS_object_kref
339 except its members are in a different order and "__pad1" is replaced
340 with "id".
341
342 PVFS2_VFS_OP_GETXATTR
343 fill a pvfs2_getxattr_response_t
344
345 PVFS2_VFS_OP_LISTXATTR
346 fill a pvfs2_listxattr_response_t
347
348 PVFS2_VFS_OP_PARAM
349 fill a pvfs2_param_response_t
350
351 PVFS2_VFS_OP_PERF_COUNT
352 fill a pvfs2_perf_count_response_t
353
354 PVFS2_VFS_OP_FSKEY
355 file a pvfs2_fs_key_response_t
356
357 PVFS2_VFS_OP_READDIR
358 jamb everything needed to represent a pvfs2_readdir_response_t into
359 the readdir buffer descriptor specified in the upcall.
360
9f08cfe9 361Userspace uses writev() on /dev/pvfs2-req to pass responses to the requests
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362made by the kernel side.
363
364A buffer_list containing:
365 - a pointer to the prepared response to the request from the
366 kernel (struct pvfs2_downcall_t).
367 - and also, in the case of a readdir request, a pointer to a
368 buffer containing descriptors for the objects in the target
369 directory.
370... is sent to the function (PINT_dev_write_list) which performs
371the writev.
372
373PINT_dev_write_list has a local iovec array: struct iovec io_array[10];
374
375The first four elements of io_array are initialized like this for all
376responses:
377
378 io_array[0].iov_base = address of local variable "proto_ver" (int32_t)
379 io_array[0].iov_len = sizeof(int32_t)
380
381 io_array[1].iov_base = address of global variable "pdev_magic" (int32_t)
382 io_array[1].iov_len = sizeof(int32_t)
302f0493 383
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384 io_array[2].iov_base = address of parameter "tag" (PVFS_id_gen_t)
385 io_array[2].iov_len = sizeof(int64_t)
386
387 io_array[3].iov_base = address of out_downcall member (pvfs2_downcall_t)
388 of global variable vfs_request (vfs_request_t)
389 io_array[3].iov_len = sizeof(pvfs2_downcall_t)
390
391Readdir responses initialize the fifth element io_array like this:
392
393 io_array[4].iov_base = contents of member trailer_buf (char *)
394 from out_downcall member of global variable
395 vfs_request
396 io_array[4].iov_len = contents of member trailer_size (PVFS_size)
397 from out_downcall member of global variable
398 vfs_request
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399
400Orangefs exploits the dcache in order to avoid sending redundant
401requests to userspace. We keep object inode attributes up-to-date with
402orangefs_inode_getattr. Orangefs_inode_getattr uses two arguments to
403help it decide whether or not to update an inode: "new" and "bypass".
404Orangefs keeps private data in an object's inode that includes a short
405timeout value, getattr_time, which allows any iteration of
406orangefs_inode_getattr to know how long it has been since the inode was
407updated. When the object is not new (new == 0) and the bypass flag is not
408set (bypass == 0) orangefs_inode_getattr returns without updating the inode
409if getattr_time has not timed out. Getattr_time is updated each time the
410inode is updated.
411
412Creation of a new object (file, dir, sym-link) includes the evaluation of
413its pathname, resulting in a negative directory entry for the object.
414A new inode is allocated and associated with the dentry, turning it from
415a negative dentry into a "productive full member of society". Orangefs
416obtains the new inode from Linux with new_inode() and associates
417the inode with the dentry by sending the pair back to Linux with
418d_instantiate().
419
420The evaluation of a pathname for an object resolves to its corresponding
421dentry. If there is no corresponding dentry, one is created for it in
422the dcache. Whenever a dentry is modified or verified Orangefs stores a
423short timeout value in the dentry's d_time, and the dentry will be trusted
424for that amount of time. Orangefs is a network filesystem, and objects
425can potentially change out-of-band with any particular Orangefs kernel module
426instance, so trusting a dentry is risky. The alternative to trusting
427dentries is to always obtain the needed information from userspace - at
428least a trip to the client-core, maybe to the servers. Obtaining information
429from a dentry is cheap, obtaining it from userspace is relatively expensive,
430hence the motivation to use the dentry when possible.
431
432The timeout values d_time and getattr_time are jiffy based, and the
433code is designed to avoid the jiffy-wrap problem:
434
435"In general, if the clock may have wrapped around more than once, there
436is no way to tell how much time has elapsed. However, if the times t1
437and t2 are known to be fairly close, we can reliably compute the
438difference in a way that takes into account the possibility that the
439clock may have wrapped between times."
440
441 from course notes by instructor Andy Wang
fcac9d57 442