1==============
2Memory Hotplug
3==============
4
5:Created:							Jul 28 2007
6:Updated: Add description of notifier of memory hotplug:	Oct 11 2007
7
8This document is about memory hotplug including how-to-use and current status.
9Because Memory Hotplug is still under development, contents of this text will
10be changed often.
11
12.. CONTENTS
13
14  1. Introduction
15    1.1 purpose of memory hotplug
16    1.2. Phases of memory hotplug
17    1.3. Unit of Memory online/offline operation
18  2. Kernel Configuration
19  3. sysfs files for memory hotplug
20  4. Physical memory hot-add phase
21    4.1 Hardware(Firmware) Support
22    4.2 Notify memory hot-add event by hand
23  5. Logical Memory hot-add phase
24    5.1. State of memory
25    5.2. How to online memory
26  6. Logical memory remove
27    6.1 Memory offline and ZONE_MOVABLE
28    6.2. How to offline memory
29  7. Physical memory remove
30  8. Memory hotplug event notifier
31  9. Future Work List
32
33
34.. note::
35
36    (1) x86_64's has special implementation for memory hotplug.
37        This text does not describe it.
38    (2) This text assumes that sysfs is mounted at /sys.
39
40
41Introduction
42============
43
44purpose of memory hotplug
45-------------------------
46
47Memory Hotplug allows users to increase/decrease the amount of memory.
48Generally, there are two purposes.
49
50(A) For changing the amount of memory.
51    This is to allow a feature like capacity on demand.
52(B) For installing/removing DIMMs or NUMA-nodes physically.
53    This is to exchange DIMMs/NUMA-nodes, reduce power consumption, etc.
54
55(A) is required by highly virtualized environments and (B) is required by
56hardware which supports memory power management.
57
58Linux memory hotplug is designed for both purpose.
59
60
61Phases of memory hotplug
62------------------------
63
64There are 2 phases in Memory Hotplug:
65
66  1) Physical Memory Hotplug phase
67  2) Logical Memory Hotplug phase.
68
69The First phase is to communicate hardware/firmware and make/erase
70environment for hotplugged memory. Basically, this phase is necessary
71for the purpose (B), but this is good phase for communication between
72highly virtualized environments too.
73
74When memory is hotplugged, the kernel recognizes new memory, makes new memory
75management tables, and makes sysfs files for new memory's operation.
76
77If firmware supports notification of connection of new memory to OS,
78this phase is triggered automatically. ACPI can notify this event. If not,
79"probe" operation by system administration is used instead.
80(see :ref:`memory_hotplug_physical_mem`).
81
82Logical Memory Hotplug phase is to change memory state into
83available/unavailable for users. Amount of memory from user's view is
84changed by this phase. The kernel makes all memory in it as free pages
85when a memory range is available.
86
87In this document, this phase is described as online/offline.
88
89Logical Memory Hotplug phase is triggered by write of sysfs file by system
90administrator. For the hot-add case, it must be executed after Physical Hotplug
91phase by hand.
92(However, if you writes udev's hotplug scripts for memory hotplug, these
93phases can be execute in seamless way.)
94
95
96Unit of Memory online/offline operation
97---------------------------------------
98
99Memory hotplug uses SPARSEMEM memory model which allows memory to be divided
100into chunks of the same size. These chunks are called "sections". The size of
101a memory section is architecture dependent. For example, power uses 16MiB, ia64
102uses 1GiB.
103
104Memory sections are combined into chunks referred to as "memory blocks". The
105size of a memory block is architecture dependent and represents the logical
106unit upon which memory online/offline operations are to be performed. The
107default size of a memory block is the same as memory section size unless an
108architecture specifies otherwise. (see :ref:`memory_hotplug_sysfs_files`.)
109
110To determine the size (in bytes) of a memory block please read this file:
111
112/sys/devices/system/memory/block_size_bytes
113
114
115Kernel Configuration
116====================
117
118To use memory hotplug feature, kernel must be compiled with following
119config options.
120
121- For all memory hotplug:
122    - Memory model -> Sparse Memory  (CONFIG_SPARSEMEM)
123    - Allow for memory hot-add       (CONFIG_MEMORY_HOTPLUG)
124
125- To enable memory removal, the following are also necessary:
126    - Allow for memory hot remove    (CONFIG_MEMORY_HOTREMOVE)
127    - Page Migration                 (CONFIG_MIGRATION)
128
129- For ACPI memory hotplug, the following are also necessary:
130    - Memory hotplug (under ACPI Support menu) (CONFIG_ACPI_HOTPLUG_MEMORY)
131    - This option can be kernel module.
132
133- As a related configuration, if your box has a feature of NUMA-node hotplug
134  via ACPI, then this option is necessary too.
135
136    - ACPI0004,PNP0A05 and PNP0A06 Container Driver (under ACPI Support menu)
137      (CONFIG_ACPI_CONTAINER).
138
139     This option can be kernel module too.
140
141
142.. _memory_hotplug_sysfs_files:
143
144sysfs files for memory hotplug
145==============================
146
147All memory blocks have their device information in sysfs.  Each memory block
148is described under /sys/devices/system/memory as:
149
150	/sys/devices/system/memory/memoryXXX
151	(XXX is the memory block id.)
152
153For the memory block covered by the sysfs directory.  It is expected that all
154memory sections in this range are present and no memory holes exist in the
155range. Currently there is no way to determine if there is a memory hole, but
156the existence of one should not affect the hotplug capabilities of the memory
157block.
158
159For example, assume 1GiB memory block size. A device for a memory starting at
1600x100000000 is /sys/device/system/memory/memory4::
161
162	(0x100000000 / 1Gib = 4)
163
164This device covers address range [0x100000000 ... 0x140000000)
165
166Under each memory block, you can see 5 files:
167
168- /sys/devices/system/memory/memoryXXX/phys_index
169- /sys/devices/system/memory/memoryXXX/phys_device
170- /sys/devices/system/memory/memoryXXX/state
171- /sys/devices/system/memory/memoryXXX/removable
172- /sys/devices/system/memory/memoryXXX/valid_zones
173
174=================== ============================================================
175``phys_index``      read-only and contains memory block id, same as XXX.
176``state``           read-write
177
178                    - at read:  contains online/offline state of memory.
179                    - at write: user can specify "online_kernel",
180
181                    "online_movable", "online", "offline" command
182                    which will be performed on all sections in the block.
183``phys_device``     read-only: designed to show the name of physical memory
184                    device.  This is not well implemented now.
185``removable``       read-only: contains an integer value indicating
186                    whether the memory block is removable or not
187                    removable.  A value of 1 indicates that the memory
188                    block is removable and a value of 0 indicates that
189                    it is not removable. A memory block is removable only if
190                    every section in the block is removable.
191``valid_zones``     read-only: designed to show which zones this memory block
192		    can be onlined to.
193
194		    The first column shows it`s default zone.
195
196		    "memory6/valid_zones: Normal Movable" shows this memoryblock
197		    can be onlined to ZONE_NORMAL by default and to ZONE_MOVABLE
198		    by online_movable.
199
200		    "memory7/valid_zones: Movable Normal" shows this memoryblock
201		    can be onlined to ZONE_MOVABLE by default and to ZONE_NORMAL
202		    by online_kernel.
203=================== ============================================================
204
205.. note::
206
207  These directories/files appear after physical memory hotplug phase.
208
209If CONFIG_NUMA is enabled the memoryXXX/ directories can also be accessed
210via symbolic links located in the /sys/devices/system/node/node* directories.
211
212For example:
213/sys/devices/system/node/node0/memory9 -> ../../memory/memory9
214
215A backlink will also be created:
216/sys/devices/system/memory/memory9/node0 -> ../../node/node0
217
218.. _memory_hotplug_physical_mem:
219
220Physical memory hot-add phase
221=============================
222
223Hardware(Firmware) Support
224--------------------------
225
226On x86_64/ia64 platform, memory hotplug by ACPI is supported.
227
228In general, the firmware (ACPI) which supports memory hotplug defines
229memory class object of _HID "PNP0C80". When a notify is asserted to PNP0C80,
230Linux's ACPI handler does hot-add memory to the system and calls a hotplug udev
231script. This will be done automatically.
232
233But scripts for memory hotplug are not contained in generic udev package(now).
234You may have to write it by yourself or online/offline memory by hand.
235Please see :ref:`memory_hotplug_how_to_online_memory` and
236:ref:`memory_hotplug_how_to_offline_memory`.
237
238If firmware supports NUMA-node hotplug, and defines an object _HID "ACPI0004",
239"PNP0A05", or "PNP0A06", notification is asserted to it, and ACPI handler
240calls hotplug code for all of objects which are defined in it.
241If memory device is found, memory hotplug code will be called.
242
243
244Notify memory hot-add event by hand
245-----------------------------------
246
247On some architectures, the firmware may not notify the kernel of a memory
248hotplug event.  Therefore, the memory "probe" interface is supported to
249explicitly notify the kernel.  This interface depends on
250CONFIG_ARCH_MEMORY_PROBE and can be configured on powerpc, sh, and x86
251if hotplug is supported, although for x86 this should be handled by ACPI
252notification.
253
254Probe interface is located at
255/sys/devices/system/memory/probe
256
257You can tell the physical address of new memory to the kernel by::
258
259	% echo start_address_of_new_memory > /sys/devices/system/memory/probe
260
261Then, [start_address_of_new_memory, start_address_of_new_memory +
262memory_block_size] memory range is hot-added. In this case, hotplug script is
263not called (in current implementation). You'll have to online memory by
264yourself.  Please see :ref:`memory_hotplug_how_to_online_memory`.
265
266
267Logical Memory hot-add phase
268============================
269
270State of memory
271---------------
272
273To see (online/offline) state of a memory block, read 'state' file::
274
275	% cat /sys/device/system/memory/memoryXXX/state
276
277
278- If the memory block is online, you'll read "online".
279- If the memory block is offline, you'll read "offline".
280
281
282.. _memory_hotplug_how_to_online_memory:
283
284How to online memory
285--------------------
286
287When the memory is hot-added, the kernel decides whether or not to "online"
288it according to the policy which can be read from "auto_online_blocks" file::
289
290	% cat /sys/devices/system/memory/auto_online_blocks
291
292The default depends on the CONFIG_MEMORY_HOTPLUG_DEFAULT_ONLINE kernel config
293option. If it is disabled the default is "offline" which means the newly added
294memory is not in a ready-to-use state and you have to "online" the newly added
295memory blocks manually. Automatic onlining can be requested by writing "online"
296to "auto_online_blocks" file::
297
298	% echo online > /sys/devices/system/memory/auto_online_blocks
299
300This sets a global policy and impacts all memory blocks that will subsequently
301be hotplugged. Currently offline blocks keep their state. It is possible, under
302certain circumstances, that some memory blocks will be added but will fail to
303online. User space tools can check their "state" files
304(/sys/devices/system/memory/memoryXXX/state) and try to online them manually.
305
306If the automatic onlining wasn't requested, failed, or some memory block was
307offlined it is possible to change the individual block's state by writing to the
308"state" file::
309
310	% echo online > /sys/devices/system/memory/memoryXXX/state
311
312This onlining will not change the ZONE type of the target memory block,
313If the memory block doesn't belong to any zone an appropriate kernel zone
314(usually ZONE_NORMAL) will be used unless movable_node kernel command line
315option is specified when ZONE_MOVABLE will be used.
316
317You can explicitly request to associate it with ZONE_MOVABLE by::
318
319	% echo online_movable > /sys/devices/system/memory/memoryXXX/state
320
321.. note:: current limit: this memory block must be adjacent to ZONE_MOVABLE
322
323Or you can explicitly request a kernel zone (usually ZONE_NORMAL) by::
324
325	% echo online_kernel > /sys/devices/system/memory/memoryXXX/state
326
327.. note:: current limit: this memory block must be adjacent to ZONE_NORMAL
328
329An explicit zone onlining can fail (e.g. when the range is already within
330and existing and incompatible zone already).
331
332After this, memory block XXX's state will be 'online' and the amount of
333available memory will be increased.
334
335This may be changed in future.
336
337
338
339Logical memory remove
340=====================
341
342Memory offline and ZONE_MOVABLE
343-------------------------------
344
345Memory offlining is more complicated than memory online. Because memory offline
346has to make the whole memory block be unused, memory offline can fail if
347the memory block includes memory which cannot be freed.
348
349In general, memory offline can use 2 techniques.
350
351(1) reclaim and free all memory in the memory block.
352(2) migrate all pages in the memory block.
353
354In the current implementation, Linux's memory offline uses method (2), freeing
355all  pages in the memory block by page migration. But not all pages are
356migratable. Under current Linux, migratable pages are anonymous pages and
357page caches. For offlining a memory block by migration, the kernel has to
358guarantee that the memory block contains only migratable pages.
359
360Now, a boot option for making a memory block which consists of migratable pages
361is supported. By specifying "kernelcore=" or "movablecore=" boot option, you can
362create ZONE_MOVABLE...a zone which is just used for movable pages.
363(See also Documentation/admin-guide/kernel-parameters.rst)
364
365Assume the system has "TOTAL" amount of memory at boot time, this boot option
366creates ZONE_MOVABLE as following.
367
3681) When kernelcore=YYYY boot option is used,
369   Size of memory not for movable pages (not for offline) is YYYY.
370   Size of memory for movable pages (for offline) is TOTAL-YYYY.
371
3722) When movablecore=ZZZZ boot option is used,
373   Size of memory not for movable pages (not for offline) is TOTAL - ZZZZ.
374   Size of memory for movable pages (for offline) is ZZZZ.
375
376.. note::
377
378   Unfortunately, there is no information to show which memory block belongs
379   to ZONE_MOVABLE. This is TBD.
380
381.. _memory_hotplug_how_to_offline_memory:
382
383How to offline memory
384---------------------
385
386You can offline a memory block by using the same sysfs interface that was used
387in memory onlining::
388
389	% echo offline > /sys/devices/system/memory/memoryXXX/state
390
391If offline succeeds, the state of the memory block is changed to be "offline".
392If it fails, some error core (like -EBUSY) will be returned by the kernel.
393Even if a memory block does not belong to ZONE_MOVABLE, you can try to offline
394it.  If it doesn't contain 'unmovable' memory, you'll get success.
395
396A memory block under ZONE_MOVABLE is considered to be able to be offlined
397easily.  But under some busy state, it may return -EBUSY. Even if a memory
398block cannot be offlined due to -EBUSY, you can retry offlining it and may be
399able to offline it (or not). (For example, a page is referred to by some kernel
400internal call and released soon.)
401
402Consideration:
403  Memory hotplug's design direction is to make the possibility of memory
404  offlining higher and to guarantee unplugging memory under any situation. But
405  it needs more work. Returning -EBUSY under some situation may be good because
406  the user can decide to retry more or not by himself. Currently, memory
407  offlining code does some amount of retry with 120 seconds timeout.
408
409Physical memory remove
410======================
411
412Need more implementation yet....
413 - Notification completion of remove works by OS to firmware.
414 - Guard from remove if not yet.
415
416Memory hotplug event notifier
417=============================
418
419Hotplugging events are sent to a notification queue.
420
421There are six types of notification defined in include/linux/memory.h:
422
423MEM_GOING_ONLINE
424  Generated before new memory becomes available in order to be able to
425  prepare subsystems to handle memory. The page allocator is still unable
426  to allocate from the new memory.
427
428MEM_CANCEL_ONLINE
429  Generated if MEMORY_GOING_ONLINE fails.
430
431MEM_ONLINE
432  Generated when memory has successfully brought online. The callback may
433  allocate pages from the new memory.
434
435MEM_GOING_OFFLINE
436  Generated to begin the process of offlining memory. Allocations are no
437  longer possible from the memory but some of the memory to be offlined
438  is still in use. The callback can be used to free memory known to a
439  subsystem from the indicated memory block.
440
441MEM_CANCEL_OFFLINE
442  Generated if MEMORY_GOING_OFFLINE fails. Memory is available again from
443  the memory block that we attempted to offline.
444
445MEM_OFFLINE
446  Generated after offlining memory is complete.
447
448A callback routine can be registered by calling::
449
450  hotplug_memory_notifier(callback_func, priority)
451
452Callback functions with higher values of priority are called before callback
453functions with lower values.
454
455A callback function must have the following prototype::
456
457  int callback_func(
458    struct notifier_block *self, unsigned long action, void *arg);
459
460The first argument of the callback function (self) is a pointer to the block
461of the notifier chain that points to the callback function itself.
462The second argument (action) is one of the event types described above.
463The third argument (arg) passes a pointer of struct memory_notify::
464
465	struct memory_notify {
466		unsigned long start_pfn;
467		unsigned long nr_pages;
468		int status_change_nid_normal;
469		int status_change_nid_high;
470		int status_change_nid;
471	}
472
473- start_pfn is start_pfn of online/offline memory.
474- nr_pages is # of pages of online/offline memory.
475- status_change_nid_normal is set node id when N_NORMAL_MEMORY of nodemask
476  is (will be) set/clear, if this is -1, then nodemask status is not changed.
477- status_change_nid_high is set node id when N_HIGH_MEMORY of nodemask
478  is (will be) set/clear, if this is -1, then nodemask status is not changed.
479- status_change_nid is set node id when N_MEMORY of nodemask is (will be)
480  set/clear. It means a new(memoryless) node gets new memory by online and a
481  node loses all memory. If this is -1, then nodemask status is not changed.
482
483  If status_changed_nid* >= 0, callback should create/discard structures for the
484  node if necessary.
485
486The callback routine shall return one of the values
487NOTIFY_DONE, NOTIFY_OK, NOTIFY_BAD, NOTIFY_STOP
488defined in include/linux/notifier.h
489
490NOTIFY_DONE and NOTIFY_OK have no effect on the further processing.
491
492NOTIFY_BAD is used as response to the MEM_GOING_ONLINE, MEM_GOING_OFFLINE,
493MEM_ONLINE, or MEM_OFFLINE action to cancel hotplugging. It stops
494further processing of the notification queue.
495
496NOTIFY_STOP stops further processing of the notification queue.
497
498Future Work
499===========
500
501  - allowing memory hot-add to ZONE_MOVABLE. maybe we need some switch like
502    sysctl or new control file.
503  - showing memory block and physical device relationship.
504  - test and make it better memory offlining.
505  - support HugeTLB page migration and offlining.
506  - memmap removing at memory offline.
507  - physical remove memory.
508