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migration.rst (35787B)


      1 =========
      2 Migration
      3 =========
      4 
      5 QEMU has code to load/save the state of the guest that it is running.
      6 These are two complementary operations.  Saving the state just does
      7 that, saves the state for each device that the guest is running.
      8 Restoring a guest is just the opposite operation: we need to load the
      9 state of each device.
     10 
     11 For this to work, QEMU has to be launched with the same arguments the
     12 two times.  I.e. it can only restore the state in one guest that has
     13 the same devices that the one it was saved (this last requirement can
     14 be relaxed a bit, but for now we can consider that configuration has
     15 to be exactly the same).
     16 
     17 Once that we are able to save/restore a guest, a new functionality is
     18 requested: migration.  This means that QEMU is able to start in one
     19 machine and being "migrated" to another machine.  I.e. being moved to
     20 another machine.
     21 
     22 Next was the "live migration" functionality.  This is important
     23 because some guests run with a lot of state (specially RAM), and it
     24 can take a while to move all state from one machine to another.  Live
     25 migration allows the guest to continue running while the state is
     26 transferred.  Only while the last part of the state is transferred has
     27 the guest to be stopped.  Typically the time that the guest is
     28 unresponsive during live migration is the low hundred of milliseconds
     29 (notice that this depends on a lot of things).
     30 
     31 Transports
     32 ==========
     33 
     34 The migration stream is normally just a byte stream that can be passed
     35 over any transport.
     36 
     37 - tcp migration: do the migration using tcp sockets
     38 - unix migration: do the migration using unix sockets
     39 - exec migration: do the migration using the stdin/stdout through a process.
     40 - fd migration: do the migration using a file descriptor that is
     41   passed to QEMU.  QEMU doesn't care how this file descriptor is opened.
     42 
     43 In addition, support is included for migration using RDMA, which
     44 transports the page data using ``RDMA``, where the hardware takes care of
     45 transporting the pages, and the load on the CPU is much lower.  While the
     46 internals of RDMA migration are a bit different, this isn't really visible
     47 outside the RAM migration code.
     48 
     49 All these migration protocols use the same infrastructure to
     50 save/restore state devices.  This infrastructure is shared with the
     51 savevm/loadvm functionality.
     52 
     53 Debugging
     54 =========
     55 
     56 The migration stream can be analyzed thanks to ``scripts/analyze-migration.py``.
     57 
     58 Example usage:
     59 
     60 .. code-block:: shell
     61 
     62   $ qemu-system-x86_64 -display none -monitor stdio
     63   (qemu) migrate "exec:cat > mig"
     64   (qemu) q
     65   $ ./scripts/analyze-migration.py -f mig
     66   {
     67     "ram (3)": {
     68         "section sizes": {
     69             "pc.ram": "0x0000000008000000",
     70   ...
     71 
     72 See also ``analyze-migration.py -h`` help for more options.
     73 
     74 Common infrastructure
     75 =====================
     76 
     77 The files, sockets or fd's that carry the migration stream are abstracted by
     78 the  ``QEMUFile`` type (see ``migration/qemu-file.h``).  In most cases this
     79 is connected to a subtype of ``QIOChannel`` (see ``io/``).
     80 
     81 
     82 Saving the state of one device
     83 ==============================
     84 
     85 For most devices, the state is saved in a single call to the migration
     86 infrastructure; these are *non-iterative* devices.  The data for these
     87 devices is sent at the end of precopy migration, when the CPUs are paused.
     88 There are also *iterative* devices, which contain a very large amount of
     89 data (e.g. RAM or large tables).  See the iterative device section below.
     90 
     91 General advice for device developers
     92 ------------------------------------
     93 
     94 - The migration state saved should reflect the device being modelled rather
     95   than the way your implementation works.  That way if you change the implementation
     96   later the migration stream will stay compatible.  That model may include
     97   internal state that's not directly visible in a register.
     98 
     99 - When saving a migration stream the device code may walk and check
    100   the state of the device.  These checks might fail in various ways (e.g.
    101   discovering internal state is corrupt or that the guest has done something bad).
    102   Consider carefully before asserting/aborting at this point, since the
    103   normal response from users is that *migration broke their VM* since it had
    104   apparently been running fine until then.  In these error cases, the device
    105   should log a message indicating the cause of error, and should consider
    106   putting the device into an error state, allowing the rest of the VM to
    107   continue execution.
    108 
    109 - The migration might happen at an inconvenient point,
    110   e.g. right in the middle of the guest reprogramming the device, during
    111   guest reboot or shutdown or while the device is waiting for external IO.
    112   It's strongly preferred that migrations do not fail in this situation,
    113   since in the cloud environment migrations might happen automatically to
    114   VMs that the administrator doesn't directly control.
    115 
    116 - If you do need to fail a migration, ensure that sufficient information
    117   is logged to identify what went wrong.
    118 
    119 - The destination should treat an incoming migration stream as hostile
    120   (which we do to varying degrees in the existing code).  Check that offsets
    121   into buffers and the like can't cause overruns.  Fail the incoming migration
    122   in the case of a corrupted stream like this.
    123 
    124 - Take care with internal device state or behaviour that might become
    125   migration version dependent.  For example, the order of PCI capabilities
    126   is required to stay constant across migration.  Another example would
    127   be that a special case handled by subsections (see below) might become
    128   much more common if a default behaviour is changed.
    129 
    130 - The state of the source should not be changed or destroyed by the
    131   outgoing migration.  Migrations timing out or being failed by
    132   higher levels of management, or failures of the destination host are
    133   not unusual, and in that case the VM is restarted on the source.
    134   Note that the management layer can validly revert the migration
    135   even though the QEMU level of migration has succeeded as long as it
    136   does it before starting execution on the destination.
    137 
    138 - Buses and devices should be able to explicitly specify addresses when
    139   instantiated, and management tools should use those.  For example,
    140   when hot adding USB devices it's important to specify the ports
    141   and addresses, since implicit ordering based on the command line order
    142   may be different on the destination.  This can result in the
    143   device state being loaded into the wrong device.
    144 
    145 VMState
    146 -------
    147 
    148 Most device data can be described using the ``VMSTATE`` macros (mostly defined
    149 in ``include/migration/vmstate.h``).
    150 
    151 An example (from hw/input/pckbd.c)
    152 
    153 .. code:: c
    154 
    155   static const VMStateDescription vmstate_kbd = {
    156       .name = "pckbd",
    157       .version_id = 3,
    158       .minimum_version_id = 3,
    159       .fields = (VMStateField[]) {
    160           VMSTATE_UINT8(write_cmd, KBDState),
    161           VMSTATE_UINT8(status, KBDState),
    162           VMSTATE_UINT8(mode, KBDState),
    163           VMSTATE_UINT8(pending, KBDState),
    164           VMSTATE_END_OF_LIST()
    165       }
    166   };
    167 
    168 We are declaring the state with name "pckbd".
    169 The ``version_id`` is 3, and the fields are 4 uint8_t in a KBDState structure.
    170 We registered this with:
    171 
    172 .. code:: c
    173 
    174     vmstate_register(NULL, 0, &vmstate_kbd, s);
    175 
    176 For devices that are ``qdev`` based, we can register the device in the class
    177 init function:
    178 
    179 .. code:: c
    180 
    181     dc->vmsd = &vmstate_kbd_isa;
    182 
    183 The VMState macros take care of ensuring that the device data section
    184 is formatted portably (normally big endian) and make some compile time checks
    185 against the types of the fields in the structures.
    186 
    187 VMState macros can include other VMStateDescriptions to store substructures
    188 (see ``VMSTATE_STRUCT_``), arrays (``VMSTATE_ARRAY_``) and variable length
    189 arrays (``VMSTATE_VARRAY_``).  Various other macros exist for special
    190 cases.
    191 
    192 Note that the format on the wire is still very raw; i.e. a VMSTATE_UINT32
    193 ends up with a 4 byte bigendian representation on the wire; in the future
    194 it might be possible to use a more structured format.
    195 
    196 Legacy way
    197 ----------
    198 
    199 This way is going to disappear as soon as all current users are ported to VMSTATE;
    200 although converting existing code can be tricky, and thus 'soon' is relative.
    201 
    202 Each device has to register two functions, one to save the state and
    203 another to load the state back.
    204 
    205 .. code:: c
    206 
    207   int register_savevm_live(const char *idstr,
    208                            int instance_id,
    209                            int version_id,
    210                            SaveVMHandlers *ops,
    211                            void *opaque);
    212 
    213 Two functions in the ``ops`` structure are the ``save_state``
    214 and ``load_state`` functions.  Notice that ``load_state`` receives a version_id
    215 parameter to know what state format is receiving.  ``save_state`` doesn't
    216 have a version_id parameter because it always uses the latest version.
    217 
    218 Note that because the VMState macros still save the data in a raw
    219 format, in many cases it's possible to replace legacy code
    220 with a carefully constructed VMState description that matches the
    221 byte layout of the existing code.
    222 
    223 Changing migration data structures
    224 ----------------------------------
    225 
    226 When we migrate a device, we save/load the state as a series
    227 of fields.  Sometimes, due to bugs or new functionality, we need to
    228 change the state to store more/different information.  Changing the migration
    229 state saved for a device can break migration compatibility unless
    230 care is taken to use the appropriate techniques.  In general QEMU tries
    231 to maintain forward migration compatibility (i.e. migrating from
    232 QEMU n->n+1) and there are users who benefit from backward compatibility
    233 as well.
    234 
    235 Subsections
    236 -----------
    237 
    238 The most common structure change is adding new data, e.g. when adding
    239 a newer form of device, or adding that state that you previously
    240 forgot to migrate.  This is best solved using a subsection.
    241 
    242 A subsection is "like" a device vmstate, but with a particularity, it
    243 has a Boolean function that tells if that values are needed to be sent
    244 or not.  If this functions returns false, the subsection is not sent.
    245 Subsections have a unique name, that is looked for on the receiving
    246 side.
    247 
    248 On the receiving side, if we found a subsection for a device that we
    249 don't understand, we just fail the migration.  If we understand all
    250 the subsections, then we load the state with success.  There's no check
    251 that a subsection is loaded, so a newer QEMU that knows about a subsection
    252 can (with care) load a stream from an older QEMU that didn't send
    253 the subsection.
    254 
    255 If the new data is only needed in a rare case, then the subsection
    256 can be made conditional on that case and the migration will still
    257 succeed to older QEMUs in most cases.  This is OK for data that's
    258 critical, but in some use cases it's preferred that the migration
    259 should succeed even with the data missing.  To support this the
    260 subsection can be connected to a device property and from there
    261 to a versioned machine type.
    262 
    263 The 'pre_load' and 'post_load' functions on subsections are only
    264 called if the subsection is loaded.
    265 
    266 One important note is that the outer post_load() function is called "after"
    267 loading all subsections, because a newer subsection could change the same
    268 value that it uses.  A flag, and the combination of outer pre_load and
    269 post_load can be used to detect whether a subsection was loaded, and to
    270 fall back on default behaviour when the subsection isn't present.
    271 
    272 Example:
    273 
    274 .. code:: c
    275 
    276   static bool ide_drive_pio_state_needed(void *opaque)
    277   {
    278       IDEState *s = opaque;
    279 
    280       return ((s->status & DRQ_STAT) != 0)
    281           || (s->bus->error_status & BM_STATUS_PIO_RETRY);
    282   }
    283 
    284   const VMStateDescription vmstate_ide_drive_pio_state = {
    285       .name = "ide_drive/pio_state",
    286       .version_id = 1,
    287       .minimum_version_id = 1,
    288       .pre_save = ide_drive_pio_pre_save,
    289       .post_load = ide_drive_pio_post_load,
    290       .needed = ide_drive_pio_state_needed,
    291       .fields = (VMStateField[]) {
    292           VMSTATE_INT32(req_nb_sectors, IDEState),
    293           VMSTATE_VARRAY_INT32(io_buffer, IDEState, io_buffer_total_len, 1,
    294                                vmstate_info_uint8, uint8_t),
    295           VMSTATE_INT32(cur_io_buffer_offset, IDEState),
    296           VMSTATE_INT32(cur_io_buffer_len, IDEState),
    297           VMSTATE_UINT8(end_transfer_fn_idx, IDEState),
    298           VMSTATE_INT32(elementary_transfer_size, IDEState),
    299           VMSTATE_INT32(packet_transfer_size, IDEState),
    300           VMSTATE_END_OF_LIST()
    301       }
    302   };
    303 
    304   const VMStateDescription vmstate_ide_drive = {
    305       .name = "ide_drive",
    306       .version_id = 3,
    307       .minimum_version_id = 0,
    308       .post_load = ide_drive_post_load,
    309       .fields = (VMStateField[]) {
    310           .... several fields ....
    311           VMSTATE_END_OF_LIST()
    312       },
    313       .subsections = (const VMStateDescription*[]) {
    314           &vmstate_ide_drive_pio_state,
    315           NULL
    316       }
    317   };
    318 
    319 Here we have a subsection for the pio state.  We only need to
    320 save/send this state when we are in the middle of a pio operation
    321 (that is what ``ide_drive_pio_state_needed()`` checks).  If DRQ_STAT is
    322 not enabled, the values on that fields are garbage and don't need to
    323 be sent.
    324 
    325 Connecting subsections to properties
    326 ------------------------------------
    327 
    328 Using a condition function that checks a 'property' to determine whether
    329 to send a subsection allows backward migration compatibility when
    330 new subsections are added, especially when combined with versioned
    331 machine types.
    332 
    333 For example:
    334 
    335    a) Add a new property using ``DEFINE_PROP_BOOL`` - e.g. support-foo and
    336       default it to true.
    337    b) Add an entry to the ``hw_compat_`` for the previous version that sets
    338       the property to false.
    339    c) Add a static bool  support_foo function that tests the property.
    340    d) Add a subsection with a .needed set to the support_foo function
    341    e) (potentially) Add an outer pre_load that sets up a default value
    342       for 'foo' to be used if the subsection isn't loaded.
    343 
    344 Now that subsection will not be generated when using an older
    345 machine type and the migration stream will be accepted by older
    346 QEMU versions.
    347 
    348 Not sending existing elements
    349 -----------------------------
    350 
    351 Sometimes members of the VMState are no longer needed:
    352 
    353   - removing them will break migration compatibility
    354 
    355   - making them version dependent and bumping the version will break backward migration
    356     compatibility.
    357 
    358 Adding a dummy field into the migration stream is normally the best way to preserve
    359 compatibility.
    360 
    361 If the field really does need to be removed then:
    362 
    363   a) Add a new property/compatibility/function in the same way for subsections above.
    364   b) replace the VMSTATE macro with the _TEST version of the macro, e.g.:
    365 
    366    ``VMSTATE_UINT32(foo, barstruct)``
    367 
    368    becomes
    369 
    370    ``VMSTATE_UINT32_TEST(foo, barstruct, pre_version_baz)``
    371 
    372    Sometime in the future when we no longer care about the ancient versions these can be killed off.
    373    Note that for backward compatibility it's important to fill in the structure with
    374    data that the destination will understand.
    375 
    376 Any difference in the predicates on the source and destination will end up
    377 with different fields being enabled and data being loaded into the wrong
    378 fields; for this reason conditional fields like this are very fragile.
    379 
    380 Versions
    381 --------
    382 
    383 Version numbers are intended for major incompatible changes to the
    384 migration of a device, and using them breaks backward-migration
    385 compatibility; in general most changes can be made by adding Subsections
    386 (see above) or _TEST macros (see above) which won't break compatibility.
    387 
    388 Each version is associated with a series of fields saved.  The ``save_state`` always saves
    389 the state as the newer version.  But ``load_state`` sometimes is able to
    390 load state from an older version.
    391 
    392 You can see that there are two version fields:
    393 
    394 - ``version_id``: the maximum version_id supported by VMState for that device.
    395 - ``minimum_version_id``: the minimum version_id that VMState is able to understand
    396   for that device.
    397 
    398 VMState is able to read versions from minimum_version_id to version_id.
    399 
    400 There are *_V* forms of many ``VMSTATE_`` macros to load fields for version dependent fields,
    401 e.g.
    402 
    403 .. code:: c
    404 
    405    VMSTATE_UINT16_V(ip_id, Slirp, 2),
    406 
    407 only loads that field for versions 2 and newer.
    408 
    409 Saving state will always create a section with the 'version_id' value
    410 and thus can't be loaded by any older QEMU.
    411 
    412 Massaging functions
    413 -------------------
    414 
    415 Sometimes, it is not enough to be able to save the state directly
    416 from one structure, we need to fill the correct values there.  One
    417 example is when we are using kvm.  Before saving the cpu state, we
    418 need to ask kvm to copy to QEMU the state that it is using.  And the
    419 opposite when we are loading the state, we need a way to tell kvm to
    420 load the state for the cpu that we have just loaded from the QEMUFile.
    421 
    422 The functions to do that are inside a vmstate definition, and are called:
    423 
    424 - ``int (*pre_load)(void *opaque);``
    425 
    426   This function is called before we load the state of one device.
    427 
    428 - ``int (*post_load)(void *opaque, int version_id);``
    429 
    430   This function is called after we load the state of one device.
    431 
    432 - ``int (*pre_save)(void *opaque);``
    433 
    434   This function is called before we save the state of one device.
    435 
    436 - ``int (*post_save)(void *opaque);``
    437 
    438   This function is called after we save the state of one device
    439   (even upon failure, unless the call to pre_save returned an error).
    440 
    441 Example: You can look at hpet.c, that uses the first three functions
    442 to massage the state that is transferred.
    443 
    444 The ``VMSTATE_WITH_TMP`` macro may be useful when the migration
    445 data doesn't match the stored device data well; it allows an
    446 intermediate temporary structure to be populated with migration
    447 data and then transferred to the main structure.
    448 
    449 If you use memory API functions that update memory layout outside
    450 initialization (i.e., in response to a guest action), this is a strong
    451 indication that you need to call these functions in a ``post_load`` callback.
    452 Examples of such memory API functions are:
    453 
    454   - memory_region_add_subregion()
    455   - memory_region_del_subregion()
    456   - memory_region_set_readonly()
    457   - memory_region_set_nonvolatile()
    458   - memory_region_set_enabled()
    459   - memory_region_set_address()
    460   - memory_region_set_alias_offset()
    461 
    462 Iterative device migration
    463 --------------------------
    464 
    465 Some devices, such as RAM, Block storage or certain platform devices,
    466 have large amounts of data that would mean that the CPUs would be
    467 paused for too long if they were sent in one section.  For these
    468 devices an *iterative* approach is taken.
    469 
    470 The iterative devices generally don't use VMState macros
    471 (although it may be possible in some cases) and instead use
    472 qemu_put_*/qemu_get_* macros to read/write data to the stream.  Specialist
    473 versions exist for high bandwidth IO.
    474 
    475 
    476 An iterative device must provide:
    477 
    478   - A ``save_setup`` function that initialises the data structures and
    479     transmits a first section containing information on the device.  In the
    480     case of RAM this transmits a list of RAMBlocks and sizes.
    481 
    482   - A ``load_setup`` function that initialises the data structures on the
    483     destination.
    484 
    485   - A ``save_live_pending`` function that is called repeatedly and must
    486     indicate how much more data the iterative data must save.  The core
    487     migration code will use this to determine when to pause the CPUs
    488     and complete the migration.
    489 
    490   - A ``save_live_iterate`` function (called after ``save_live_pending``
    491     when there is significant data still to be sent).  It should send
    492     a chunk of data until the point that stream bandwidth limits tell it
    493     to stop.  Each call generates one section.
    494 
    495   - A ``save_live_complete_precopy`` function that must transmit the
    496     last section for the device containing any remaining data.
    497 
    498   - A ``load_state`` function used to load sections generated by
    499     any of the save functions that generate sections.
    500 
    501   - ``cleanup`` functions for both save and load that are called
    502     at the end of migration.
    503 
    504 Note that the contents of the sections for iterative migration tend
    505 to be open-coded by the devices; care should be taken in parsing
    506 the results and structuring the stream to make them easy to validate.
    507 
    508 Device ordering
    509 ---------------
    510 
    511 There are cases in which the ordering of device loading matters; for
    512 example in some systems where a device may assert an interrupt during loading,
    513 if the interrupt controller is loaded later then it might lose the state.
    514 
    515 Some ordering is implicitly provided by the order in which the machine
    516 definition creates devices, however this is somewhat fragile.
    517 
    518 The ``MigrationPriority`` enum provides a means of explicitly enforcing
    519 ordering.  Numerically higher priorities are loaded earlier.
    520 The priority is set by setting the ``priority`` field of the top level
    521 ``VMStateDescription`` for the device.
    522 
    523 Stream structure
    524 ================
    525 
    526 The stream tries to be word and endian agnostic, allowing migration between hosts
    527 of different characteristics running the same VM.
    528 
    529   - Header
    530 
    531     - Magic
    532     - Version
    533     - VM configuration section
    534 
    535        - Machine type
    536        - Target page bits
    537   - List of sections
    538     Each section contains a device, or one iteration of a device save.
    539 
    540     - section type
    541     - section id
    542     - ID string (First section of each device)
    543     - instance id (First section of each device)
    544     - version id (First section of each device)
    545     - <device data>
    546     - Footer mark
    547   - EOF mark
    548   - VM Description structure
    549     Consisting of a JSON description of the contents for analysis only
    550 
    551 The ``device data`` in each section consists of the data produced
    552 by the code described above.  For non-iterative devices they have a single
    553 section; iterative devices have an initial and last section and a set
    554 of parts in between.
    555 Note that there is very little checking by the common code of the integrity
    556 of the ``device data`` contents, that's up to the devices themselves.
    557 The ``footer mark`` provides a little bit of protection for the case where
    558 the receiving side reads more or less data than expected.
    559 
    560 The ``ID string`` is normally unique, having been formed from a bus name
    561 and device address, PCI devices and storage devices hung off PCI controllers
    562 fit this pattern well.  Some devices are fixed single instances (e.g. "pc-ram").
    563 Others (especially either older devices or system devices which for
    564 some reason don't have a bus concept) make use of the ``instance id``
    565 for otherwise identically named devices.
    566 
    567 Return path
    568 -----------
    569 
    570 Only a unidirectional stream is required for normal migration, however a
    571 ``return path`` can be created when bidirectional communication is desired.
    572 This is primarily used by postcopy, but is also used to return a success
    573 flag to the source at the end of migration.
    574 
    575 ``qemu_file_get_return_path(QEMUFile* fwdpath)`` gives the QEMUFile* for the return
    576 path.
    577 
    578   Source side
    579 
    580      Forward path - written by migration thread
    581      Return path  - opened by main thread, read by return-path thread
    582 
    583   Destination side
    584 
    585      Forward path - read by main thread
    586      Return path  - opened by main thread, written by main thread AND postcopy
    587      thread (protected by rp_mutex)
    588 
    589 Postcopy
    590 ========
    591 
    592 'Postcopy' migration is a way to deal with migrations that refuse to converge
    593 (or take too long to converge) its plus side is that there is an upper bound on
    594 the amount of migration traffic and time it takes, the down side is that during
    595 the postcopy phase, a failure of *either* side or the network connection causes
    596 the guest to be lost.
    597 
    598 In postcopy the destination CPUs are started before all the memory has been
    599 transferred, and accesses to pages that are yet to be transferred cause
    600 a fault that's translated by QEMU into a request to the source QEMU.
    601 
    602 Postcopy can be combined with precopy (i.e. normal migration) so that if precopy
    603 doesn't finish in a given time the switch is made to postcopy.
    604 
    605 Enabling postcopy
    606 -----------------
    607 
    608 To enable postcopy, issue this command on the monitor (both source and
    609 destination) prior to the start of migration:
    610 
    611 ``migrate_set_capability postcopy-ram on``
    612 
    613 The normal commands are then used to start a migration, which is still
    614 started in precopy mode.  Issuing:
    615 
    616 ``migrate_start_postcopy``
    617 
    618 will now cause the transition from precopy to postcopy.
    619 It can be issued immediately after migration is started or any
    620 time later on.  Issuing it after the end of a migration is harmless.
    621 
    622 Blocktime is a postcopy live migration metric, intended to show how
    623 long the vCPU was in state of interruptible sleep due to pagefault.
    624 That metric is calculated both for all vCPUs as overlapped value, and
    625 separately for each vCPU. These values are calculated on destination
    626 side.  To enable postcopy blocktime calculation, enter following
    627 command on destination monitor:
    628 
    629 ``migrate_set_capability postcopy-blocktime on``
    630 
    631 Postcopy blocktime can be retrieved by query-migrate qmp command.
    632 postcopy-blocktime value of qmp command will show overlapped blocking
    633 time for all vCPU, postcopy-vcpu-blocktime will show list of blocking
    634 time per vCPU.
    635 
    636 .. note::
    637   During the postcopy phase, the bandwidth limits set using
    638   ``migrate_set_parameter`` is ignored (to avoid delaying requested pages that
    639   the destination is waiting for).
    640 
    641 Postcopy device transfer
    642 ------------------------
    643 
    644 Loading of device data may cause the device emulation to access guest RAM
    645 that may trigger faults that have to be resolved by the source, as such
    646 the migration stream has to be able to respond with page data *during* the
    647 device load, and hence the device data has to be read from the stream completely
    648 before the device load begins to free the stream up.  This is achieved by
    649 'packaging' the device data into a blob that's read in one go.
    650 
    651 Source behaviour
    652 ----------------
    653 
    654 Until postcopy is entered the migration stream is identical to normal
    655 precopy, except for the addition of a 'postcopy advise' command at
    656 the beginning, to tell the destination that postcopy might happen.
    657 When postcopy starts the source sends the page discard data and then
    658 forms the 'package' containing:
    659 
    660    - Command: 'postcopy listen'
    661    - The device state
    662 
    663      A series of sections, identical to the precopy streams device state stream
    664      containing everything except postcopiable devices (i.e. RAM)
    665    - Command: 'postcopy run'
    666 
    667 The 'package' is sent as the data part of a Command: ``CMD_PACKAGED``, and the
    668 contents are formatted in the same way as the main migration stream.
    669 
    670 During postcopy the source scans the list of dirty pages and sends them
    671 to the destination without being requested (in much the same way as precopy),
    672 however when a page request is received from the destination, the dirty page
    673 scanning restarts from the requested location.  This causes requested pages
    674 to be sent quickly, and also causes pages directly after the requested page
    675 to be sent quickly in the hope that those pages are likely to be used
    676 by the destination soon.
    677 
    678 Destination behaviour
    679 ---------------------
    680 
    681 Initially the destination looks the same as precopy, with a single thread
    682 reading the migration stream; the 'postcopy advise' and 'discard' commands
    683 are processed to change the way RAM is managed, but don't affect the stream
    684 processing.
    685 
    686 ::
    687 
    688   ------------------------------------------------------------------------------
    689                           1      2   3     4 5                      6   7
    690   main -----DISCARD-CMD_PACKAGED ( LISTEN  DEVICE     DEVICE DEVICE RUN )
    691   thread                             |       |
    692                                      |     (page request)
    693                                      |        \___
    694                                      v            \
    695   listen thread:                     --- page -- page -- page -- page -- page --
    696 
    697                                      a   b        c
    698   ------------------------------------------------------------------------------
    699 
    700 - On receipt of ``CMD_PACKAGED`` (1)
    701 
    702    All the data associated with the package - the ( ... ) section in the diagram -
    703    is read into memory, and the main thread recurses into qemu_loadvm_state_main
    704    to process the contents of the package (2) which contains commands (3,6) and
    705    devices (4...)
    706 
    707 - On receipt of 'postcopy listen' - 3 -(i.e. the 1st command in the package)
    708 
    709    a new thread (a) is started that takes over servicing the migration stream,
    710    while the main thread carries on loading the package.   It loads normal
    711    background page data (b) but if during a device load a fault happens (5)
    712    the returned page (c) is loaded by the listen thread allowing the main
    713    threads device load to carry on.
    714 
    715 - The last thing in the ``CMD_PACKAGED`` is a 'RUN' command (6)
    716 
    717    letting the destination CPUs start running.  At the end of the
    718    ``CMD_PACKAGED`` (7) the main thread returns to normal running behaviour and
    719    is no longer used by migration, while the listen thread carries on servicing
    720    page data until the end of migration.
    721 
    722 Postcopy states
    723 ---------------
    724 
    725 Postcopy moves through a series of states (see postcopy_state) from
    726 ADVISE->DISCARD->LISTEN->RUNNING->END
    727 
    728  - Advise
    729 
    730     Set at the start of migration if postcopy is enabled, even
    731     if it hasn't had the start command; here the destination
    732     checks that its OS has the support needed for postcopy, and performs
    733     setup to ensure the RAM mappings are suitable for later postcopy.
    734     The destination will fail early in migration at this point if the
    735     required OS support is not present.
    736     (Triggered by reception of POSTCOPY_ADVISE command)
    737 
    738  - Discard
    739 
    740     Entered on receipt of the first 'discard' command; prior to
    741     the first Discard being performed, hugepages are switched off
    742     (using madvise) to ensure that no new huge pages are created
    743     during the postcopy phase, and to cause any huge pages that
    744     have discards on them to be broken.
    745 
    746  - Listen
    747 
    748     The first command in the package, POSTCOPY_LISTEN, switches
    749     the destination state to Listen, and starts a new thread
    750     (the 'listen thread') which takes over the job of receiving
    751     pages off the migration stream, while the main thread carries
    752     on processing the blob.  With this thread able to process page
    753     reception, the destination now 'sensitises' the RAM to detect
    754     any access to missing pages (on Linux using the 'userfault'
    755     system).
    756 
    757  - Running
    758 
    759     POSTCOPY_RUN causes the destination to synchronise all
    760     state and start the CPUs and IO devices running.  The main
    761     thread now finishes processing the migration package and
    762     now carries on as it would for normal precopy migration
    763     (although it can't do the cleanup it would do as it
    764     finishes a normal migration).
    765 
    766  - End
    767 
    768     The listen thread can now quit, and perform the cleanup of migration
    769     state, the migration is now complete.
    770 
    771 Source side page maps
    772 ---------------------
    773 
    774 The source side keeps two bitmaps during postcopy; 'the migration bitmap'
    775 and 'unsent map'.  The 'migration bitmap' is basically the same as in
    776 the precopy case, and holds a bit to indicate that page is 'dirty' -
    777 i.e. needs sending.  During the precopy phase this is updated as the CPU
    778 dirties pages, however during postcopy the CPUs are stopped and nothing
    779 should dirty anything any more.
    780 
    781 The 'unsent map' is used for the transition to postcopy. It is a bitmap that
    782 has a bit cleared whenever a page is sent to the destination, however during
    783 the transition to postcopy mode it is combined with the migration bitmap
    784 to form a set of pages that:
    785 
    786    a) Have been sent but then redirtied (which must be discarded)
    787    b) Have not yet been sent - which also must be discarded to cause any
    788       transparent huge pages built during precopy to be broken.
    789 
    790 Note that the contents of the unsentmap are sacrificed during the calculation
    791 of the discard set and thus aren't valid once in postcopy.  The dirtymap
    792 is still valid and is used to ensure that no page is sent more than once.  Any
    793 request for a page that has already been sent is ignored.  Duplicate requests
    794 such as this can happen as a page is sent at about the same time the
    795 destination accesses it.
    796 
    797 Postcopy with hugepages
    798 -----------------------
    799 
    800 Postcopy now works with hugetlbfs backed memory:
    801 
    802   a) The linux kernel on the destination must support userfault on hugepages.
    803   b) The huge-page configuration on the source and destination VMs must be
    804      identical; i.e. RAMBlocks on both sides must use the same page size.
    805   c) Note that ``-mem-path /dev/hugepages``  will fall back to allocating normal
    806      RAM if it doesn't have enough hugepages, triggering (b) to fail.
    807      Using ``-mem-prealloc`` enforces the allocation using hugepages.
    808   d) Care should be taken with the size of hugepage used; postcopy with 2MB
    809      hugepages works well, however 1GB hugepages are likely to be problematic
    810      since it takes ~1 second to transfer a 1GB hugepage across a 10Gbps link,
    811      and until the full page is transferred the destination thread is blocked.
    812 
    813 Postcopy with shared memory
    814 ---------------------------
    815 
    816 Postcopy migration with shared memory needs explicit support from the other
    817 processes that share memory and from QEMU. There are restrictions on the type of
    818 memory that userfault can support shared.
    819 
    820 The Linux kernel userfault support works on ``/dev/shm`` memory and on ``hugetlbfs``
    821 (although the kernel doesn't provide an equivalent to ``madvise(MADV_DONTNEED)``
    822 for hugetlbfs which may be a problem in some configurations).
    823 
    824 The vhost-user code in QEMU supports clients that have Postcopy support,
    825 and the ``vhost-user-bridge`` (in ``tests/``) and the DPDK package have changes
    826 to support postcopy.
    827 
    828 The client needs to open a userfaultfd and register the areas
    829 of memory that it maps with userfault.  The client must then pass the
    830 userfaultfd back to QEMU together with a mapping table that allows
    831 fault addresses in the clients address space to be converted back to
    832 RAMBlock/offsets.  The client's userfaultfd is added to the postcopy
    833 fault-thread and page requests are made on behalf of the client by QEMU.
    834 QEMU performs 'wake' operations on the client's userfaultfd to allow it
    835 to continue after a page has arrived.
    836 
    837 .. note::
    838   There are two future improvements that would be nice:
    839     a) Some way to make QEMU ignorant of the addresses in the clients
    840        address space
    841     b) Avoiding the need for QEMU to perform ufd-wake calls after the
    842        pages have arrived
    843 
    844 Retro-fitting postcopy to existing clients is possible:
    845   a) A mechanism is needed for the registration with userfault as above,
    846      and the registration needs to be coordinated with the phases of
    847      postcopy.  In vhost-user extra messages are added to the existing
    848      control channel.
    849   b) Any thread that can block due to guest memory accesses must be
    850      identified and the implication understood; for example if the
    851      guest memory access is made while holding a lock then all other
    852      threads waiting for that lock will also be blocked.
    853 
    854 Firmware
    855 ========
    856 
    857 Migration migrates the copies of RAM and ROM, and thus when running
    858 on the destination it includes the firmware from the source. Even after
    859 resetting a VM, the old firmware is used.  Only once QEMU has been restarted
    860 is the new firmware in use.
    861 
    862 - Changes in firmware size can cause changes in the required RAMBlock size
    863   to hold the firmware and thus migration can fail.  In practice it's best
    864   to pad firmware images to convenient powers of 2 with plenty of space
    865   for growth.
    866 
    867 - Care should be taken with device emulation code so that newer
    868   emulation code can work with older firmware to allow forward migration.
    869 
    870 - Care should be taken with newer firmware so that backward migration
    871   to older systems with older device emulation code will work.
    872 
    873 In some cases it may be best to tie specific firmware versions to specific
    874 versioned machine types to cut down on the combinations that will need
    875 support.  This is also useful when newer versions of firmware outgrow
    876 the padding.
    877