1==============
2Memory Hotplug
3==============
4
5Created:					Jul 28 2007
6Add 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
121. Introduction
13  1.1 purpose of memory hotplug
14  1.2. Phases of memory hotplug
15  1.3. Unit of Memory online/offline operation
162. Kernel Configuration
173. sysfs files for memory hotplug
184. Physical memory hot-add phase
19  4.1 Hardware(Firmware) Support
20  4.2 Notify memory hot-add event by hand
215. Logical Memory hot-add phase
22  5.1. State of memory
23  5.2. How to online memory
246. Logical memory remove
25  6.1 Memory offline and ZONE_MOVABLE
26  6.2. How to offline memory
277. Physical memory remove
288. Memory hotplug event notifier
299. Future Work List
30
31Note(1): x86_64's has special implementation for memory hotplug.
32         This text does not describe it.
33Note(2): This text assumes that sysfs is mounted at /sys.
34
35
36---------------
371. Introduction
38---------------
39
401.1 purpose of memory hotplug
41------------
42Memory Hotplug allows users to increase/decrease the amount of memory.
43Generally, there are two purposes.
44
45(A) For changing the amount of memory.
46    This is to allow a feature like capacity on demand.
47(B) For installing/removing DIMMs or NUMA-nodes physically.
48    This is to exchange DIMMs/NUMA-nodes, reduce power consumption, etc.
49
50(A) is required by highly virtualized environments and (B) is required by
51hardware which supports memory power management.
52
53Linux memory hotplug is designed for both purpose.
54
55
561.2. Phases of memory hotplug
57---------------
58There are 2 phases in Memory Hotplug.
59  1) Physical Memory Hotplug phase
60  2) Logical Memory Hotplug phase.
61
62The First phase is to communicate hardware/firmware and make/erase
63environment for hotplugged memory. Basically, this phase is necessary
64for the purpose (B), but this is good phase for communication between
65highly virtualized environments too.
66
67When memory is hotplugged, the kernel recognizes new memory, makes new memory
68management tables, and makes sysfs files for new memory's operation.
69
70If firmware supports notification of connection of new memory to OS,
71this phase is triggered automatically. ACPI can notify this event. If not,
72"probe" operation by system administration is used instead.
73(see Section 4.).
74
75Logical Memory Hotplug phase is to change memory state into
76available/unavailable for users. Amount of memory from user's view is
77changed by this phase. The kernel makes all memory in it as free pages
78when a memory range is available.
79
80In this document, this phase is described as online/offline.
81
82Logical Memory Hotplug phase is triggered by write of sysfs file by system
83administrator. For the hot-add case, it must be executed after Physical Hotplug
84phase by hand.
85(However, if you writes udev's hotplug scripts for memory hotplug, these
86 phases can be execute in seamless way.)
87
88
891.3. Unit of Memory online/offline operation
90------------
91Memory hotplug uses SPARSEMEM memory model which allows memory to be divided
92into chunks of the same size. These chunks are called "sections". The size of
93a memory section is architecture dependent. For example, power uses 16MiB, ia64
94uses 1GiB.
95
96Memory sections are combined into chunks referred to as "memory blocks". The
97size of a memory block is architecture dependent and represents the logical
98unit upon which memory online/offline operations are to be performed. The
99default size of a memory block is the same as memory section size unless an
100architecture specifies otherwise. (see Section 3.)
101
102To determine the size (in bytes) of a memory block please read this file:
103
104/sys/devices/system/memory/block_size_bytes
105
106
107-----------------------
1082. Kernel Configuration
109-----------------------
110To use memory hotplug feature, kernel must be compiled with following
111config options.
112
113- For all memory hotplug
114    Memory model -> Sparse Memory  (CONFIG_SPARSEMEM)
115    Allow for memory hot-add       (CONFIG_MEMORY_HOTPLUG)
116
117- To enable memory removal, the followings are also necessary
118    Allow for memory hot remove    (CONFIG_MEMORY_HOTREMOVE)
119    Page Migration                 (CONFIG_MIGRATION)
120
121- For ACPI memory hotplug, the followings are also necessary
122    Memory hotplug (under ACPI Support menu) (CONFIG_ACPI_HOTPLUG_MEMORY)
123    This option can be kernel module.
124
125- As a related configuration, if your box has a feature of NUMA-node hotplug
126  via ACPI, then this option is necessary too.
127    ACPI0004,PNP0A05 and PNP0A06 Container Driver (under ACPI Support menu)
128    (CONFIG_ACPI_CONTAINER).
129    This option can be kernel module too.
130
131
132--------------------------------
1333 sysfs files for memory hotplug
134--------------------------------
135All memory blocks have their device information in sysfs.  Each memory block
136is described under /sys/devices/system/memory as
137
138/sys/devices/system/memory/memoryXXX
139(XXX is the memory block id.)
140
141For the memory block covered by the sysfs directory.  It is expected that all
142memory sections in this range are present and no memory holes exist in the
143range. Currently there is no way to determine if there is a memory hole, but
144the existence of one should not affect the hotplug capabilities of the memory
145block.
146
147For example, assume 1GiB memory block size. A device for a memory starting at
1480x100000000 is /sys/device/system/memory/memory4
149(0x100000000 / 1Gib = 4)
150This device covers address range [0x100000000 ... 0x140000000)
151
152Under each memory block, you can see 5 files:
153
154/sys/devices/system/memory/memoryXXX/phys_index
155/sys/devices/system/memory/memoryXXX/phys_device
156/sys/devices/system/memory/memoryXXX/state
157/sys/devices/system/memory/memoryXXX/removable
158/sys/devices/system/memory/memoryXXX/valid_zones
159
160'phys_index'      : read-only and contains memory block id, same as XXX.
161'state'           : read-write
162                    at read:  contains online/offline state of memory.
163                    at write: user can specify "online_kernel",
164                    "online_movable", "online", "offline" command
165                    which will be performed on all sections in the block.
166'phys_device'     : read-only: designed to show the name of physical memory
167                    device.  This is not well implemented now.
168'removable'       : read-only: contains an integer value indicating
169                    whether the memory block is removable or not
170                    removable.  A value of 1 indicates that the memory
171                    block is removable and a value of 0 indicates that
172                    it is not removable. A memory block is removable only if
173                    every section in the block is removable.
174'valid_zones'     : read-only: designed to show which zones this memory block
175		    can be onlined to.
176		    The first column shows it's default zone.
177		    "memory6/valid_zones: Normal Movable" shows this memoryblock
178		    can be onlined to ZONE_NORMAL by default and to ZONE_MOVABLE
179		    by online_movable.
180		    "memory7/valid_zones: Movable Normal" shows this memoryblock
181		    can be onlined to ZONE_MOVABLE by default and to ZONE_NORMAL
182		    by online_kernel.
183
184NOTE:
185  These directories/files appear after physical memory hotplug phase.
186
187If CONFIG_NUMA is enabled the memoryXXX/ directories can also be accessed
188via symbolic links located in the /sys/devices/system/node/node* directories.
189
190For example:
191/sys/devices/system/node/node0/memory9 -> ../../memory/memory9
192
193A backlink will also be created:
194/sys/devices/system/memory/memory9/node0 -> ../../node/node0
195
196
197--------------------------------
1984. Physical memory hot-add phase
199--------------------------------
200
2014.1 Hardware(Firmware) Support
202------------
203On x86_64/ia64 platform, memory hotplug by ACPI is supported.
204
205In general, the firmware (ACPI) which supports memory hotplug defines
206memory class object of _HID "PNP0C80". When a notify is asserted to PNP0C80,
207Linux's ACPI handler does hot-add memory to the system and calls a hotplug udev
208script. This will be done automatically.
209
210But scripts for memory hotplug are not contained in generic udev package(now).
211You may have to write it by yourself or online/offline memory by hand.
212Please see "How to online memory", "How to offline memory" in this text.
213
214If firmware supports NUMA-node hotplug, and defines an object _HID "ACPI0004",
215"PNP0A05", or "PNP0A06", notification is asserted to it, and ACPI handler
216calls hotplug code for all of objects which are defined in it.
217If memory device is found, memory hotplug code will be called.
218
219
2204.2 Notify memory hot-add event by hand
221------------
222On some architectures, the firmware may not notify the kernel of a memory
223hotplug event.  Therefore, the memory "probe" interface is supported to
224explicitly notify the kernel.  This interface depends on
225CONFIG_ARCH_MEMORY_PROBE and can be configured on powerpc, sh, and x86
226if hotplug is supported, although for x86 this should be handled by ACPI
227notification.
228
229Probe interface is located at
230/sys/devices/system/memory/probe
231
232You can tell the physical address of new memory to the kernel by
233
234% echo start_address_of_new_memory > /sys/devices/system/memory/probe
235
236Then, [start_address_of_new_memory, start_address_of_new_memory +
237memory_block_size] memory range is hot-added. In this case, hotplug script is
238not called (in current implementation). You'll have to online memory by
239yourself.  Please see "How to online memory" in this text.
240
241
242------------------------------
2435. Logical Memory hot-add phase
244------------------------------
245
2465.1. State of memory
247------------
248To see (online/offline) state of a memory block, read 'state' file.
249
250% cat /sys/device/system/memory/memoryXXX/state
251
252
253If the memory block is online, you'll read "online".
254If the memory block is offline, you'll read "offline".
255
256
2575.2. How to online memory
258------------
259Even if the memory is hot-added, it is not at ready-to-use state.
260For using newly added memory, you have to "online" the memory block.
261
262For onlining, you have to write "online" to the memory block's state file as:
263
264% echo online > /sys/devices/system/memory/memoryXXX/state
265
266This onlining will not change the ZONE type of the target memory block,
267If the memory block is in ZONE_NORMAL, you can change it to ZONE_MOVABLE:
268
269% echo online_movable > /sys/devices/system/memory/memoryXXX/state
270(NOTE: current limit: this memory block must be adjacent to ZONE_MOVABLE)
271
272And if the memory block is in ZONE_MOVABLE, you can change it to ZONE_NORMAL:
273
274% echo online_kernel > /sys/devices/system/memory/memoryXXX/state
275(NOTE: current limit: this memory block must be adjacent to ZONE_NORMAL)
276
277After this, memory block XXX's state will be 'online' and the amount of
278available memory will be increased.
279
280Currently, newly added memory is added as ZONE_NORMAL (for powerpc, ZONE_DMA).
281This may be changed in future.
282
283
284
285------------------------
2866. Logical memory remove
287------------------------
288
2896.1 Memory offline and ZONE_MOVABLE
290------------
291Memory offlining is more complicated than memory online. Because memory offline
292has to make the whole memory block be unused, memory offline can fail if
293the memory block includes memory which cannot be freed.
294
295In general, memory offline can use 2 techniques.
296
297(1) reclaim and free all memory in the memory block.
298(2) migrate all pages in the memory block.
299
300In the current implementation, Linux's memory offline uses method (2), freeing
301all  pages in the memory block by page migration. But not all pages are
302migratable. Under current Linux, migratable pages are anonymous pages and
303page caches. For offlining a memory block by migration, the kernel has to
304guarantee that the memory block contains only migratable pages.
305
306Now, a boot option for making a memory block which consists of migratable pages
307is supported. By specifying "kernelcore=" or "movablecore=" boot option, you can
308create ZONE_MOVABLE...a zone which is just used for movable pages.
309(See also Documentation/kernel-parameters.txt)
310
311Assume the system has "TOTAL" amount of memory at boot time, this boot option
312creates ZONE_MOVABLE as following.
313
3141) When kernelcore=YYYY boot option is used,
315  Size of memory not for movable pages (not for offline) is YYYY.
316  Size of memory for movable pages (for offline) is TOTAL-YYYY.
317
3182) When movablecore=ZZZZ boot option is used,
319  Size of memory not for movable pages (not for offline) is TOTAL - ZZZZ.
320  Size of memory for movable pages (for offline) is ZZZZ.
321
322
323Note: Unfortunately, there is no information to show which memory block belongs
324to ZONE_MOVABLE. This is TBD.
325
326
3276.2. How to offline memory
328------------
329You can offline a memory block by using the same sysfs interface that was used
330in memory onlining.
331
332% echo offline > /sys/devices/system/memory/memoryXXX/state
333
334If offline succeeds, the state of the memory block is changed to be "offline".
335If it fails, some error core (like -EBUSY) will be returned by the kernel.
336Even if a memory block does not belong to ZONE_MOVABLE, you can try to offline
337it.  If it doesn't contain 'unmovable' memory, you'll get success.
338
339A memory block under ZONE_MOVABLE is considered to be able to be offlined
340easily.  But under some busy state, it may return -EBUSY. Even if a memory
341block cannot be offlined due to -EBUSY, you can retry offlining it and may be
342able to offline it (or not). (For example, a page is referred to by some kernel
343internal call and released soon.)
344
345Consideration:
346Memory hotplug's design direction is to make the possibility of memory offlining
347higher and to guarantee unplugging memory under any situation. But it needs
348more work. Returning -EBUSY under some situation may be good because the user
349can decide to retry more or not by himself. Currently, memory offlining code
350does some amount of retry with 120 seconds timeout.
351
352-------------------------
3537. Physical memory remove
354-------------------------
355Need more implementation yet....
356 - Notification completion of remove works by OS to firmware.
357 - Guard from remove if not yet.
358
359--------------------------------
3608. Memory hotplug event notifier
361--------------------------------
362Hotplugging events are sent to a notification queue.
363
364There are six types of notification defined in include/linux/memory.h:
365
366MEM_GOING_ONLINE
367  Generated before new memory becomes available in order to be able to
368  prepare subsystems to handle memory. The page allocator is still unable
369  to allocate from the new memory.
370
371MEM_CANCEL_ONLINE
372  Generated if MEMORY_GOING_ONLINE fails.
373
374MEM_ONLINE
375  Generated when memory has successfully brought online. The callback may
376  allocate pages from the new memory.
377
378MEM_GOING_OFFLINE
379  Generated to begin the process of offlining memory. Allocations are no
380  longer possible from the memory but some of the memory to be offlined
381  is still in use. The callback can be used to free memory known to a
382  subsystem from the indicated memory block.
383
384MEM_CANCEL_OFFLINE
385  Generated if MEMORY_GOING_OFFLINE fails. Memory is available again from
386  the memory block that we attempted to offline.
387
388MEM_OFFLINE
389  Generated after offlining memory is complete.
390
391A callback routine can be registered by calling
392
393  hotplug_memory_notifier(callback_func, priority)
394
395Callback functions with higher values of priority are called before callback
396functions with lower values.
397
398A callback function must have the following prototype:
399
400  int callback_func(
401    struct notifier_block *self, unsigned long action, void *arg);
402
403The first argument of the callback function (self) is a pointer to the block
404of the notifier chain that points to the callback function itself.
405The second argument (action) is one of the event types described above.
406The third argument (arg) passes a pointer of struct memory_notify.
407
408struct memory_notify {
409       unsigned long start_pfn;
410       unsigned long nr_pages;
411       int status_change_nid_normal;
412       int status_change_nid_high;
413       int status_change_nid;
414}
415
416start_pfn is start_pfn of online/offline memory.
417nr_pages is # of pages of online/offline memory.
418status_change_nid_normal is set node id when N_NORMAL_MEMORY of nodemask
419is (will be) set/clear, if this is -1, then nodemask status is not changed.
420status_change_nid_high is set node id when N_HIGH_MEMORY of nodemask
421is (will be) set/clear, if this is -1, then nodemask status is not changed.
422status_change_nid is set node id when N_MEMORY of nodemask is (will be)
423set/clear. It means a new(memoryless) node gets new memory by online and a
424node loses all memory. If this is -1, then nodemask status is not changed.
425If status_changed_nid* >= 0, callback should create/discard structures for the
426node if necessary.
427
428The callback routine shall return one of the values
429NOTIFY_DONE, NOTIFY_OK, NOTIFY_BAD, NOTIFY_STOP
430defined in include/linux/notifier.h
431
432NOTIFY_DONE and NOTIFY_OK have no effect on the further processing.
433
434NOTIFY_BAD is used as response to the MEM_GOING_ONLINE, MEM_GOING_OFFLINE,
435MEM_ONLINE, or MEM_OFFLINE action to cancel hotplugging. It stops
436further processing of the notification queue.
437
438NOTIFY_STOP stops further processing of the notification queue.
439
440--------------
4419. Future Work
442--------------
443  - allowing memory hot-add to ZONE_MOVABLE. maybe we need some switch like
444    sysctl or new control file.
445  - showing memory block and physical device relationship.
446  - test and make it better memory offlining.
447  - support HugeTLB page migration and offlining.
448  - memmap removing at memory offline.
449  - physical remove memory.
450
451