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-Introduction
-============
-
-This document describes a collection of device-mapper targets that
-between them implement thin-provisioning and snapshots.
-
-The main highlight of this implementation, compared to the previous
-implementation of snapshots, is that it allows many virtual devices to
-be stored on the same data volume. This simplifies administration and
-allows the sharing of data between volumes, thus reducing disk usage.
-
-Another significant feature is support for an arbitrary depth of
-recursive snapshots (snapshots of snapshots of snapshots ...). The
-previous implementation of snapshots did this by chaining together
-lookup tables, and so performance was O(depth). This new
-implementation uses a single data structure to avoid this degradation
-with depth. Fragmentation may still be an issue, however, in some
-scenarios.
-
-Metadata is stored on a separate device from data, giving the
-administrator some freedom, for example to:
-
-- Improve metadata resilience by storing metadata on a mirrored volume
- but data on a non-mirrored one.
-
-- Improve performance by storing the metadata on SSD.
-
-Status
-======
-
-These targets are considered safe for production use. But different use
-cases will have different performance characteristics, for example due
-to fragmentation of the data volume.
-
-If you find this software is not performing as expected please mail
-dm-devel@redhat.com with details and we'll try our best to improve
-things for you.
-
-Userspace tools for checking and repairing the metadata have been fully
-developed and are available as 'thin_check' and 'thin_repair'. The name
-of the package that provides these utilities varies by distribution (on
-a Red Hat distribution it is named 'device-mapper-persistent-data').
-
-Cookbook
-========
-
-This section describes some quick recipes for using thin provisioning.
-They use the dmsetup program to control the device-mapper driver
-directly. End users will be advised to use a higher-level volume
-manager such as LVM2 once support has been added.
-
-Pool device
------------
-
-The pool device ties together the metadata volume and the data volume.
-It maps I/O linearly to the data volume and updates the metadata via
-two mechanisms:
-
-- Function calls from the thin targets
-
-- Device-mapper 'messages' from userspace which control the creation of new
- virtual devices amongst other things.
-
-Setting up a fresh pool device
-------------------------------
-
-Setting up a pool device requires a valid metadata device, and a
-data device. If you do not have an existing metadata device you can
-make one by zeroing the first 4k to indicate empty metadata.
-
- dd if=/dev/zero of=$metadata_dev bs=4096 count=1
-
-The amount of metadata you need will vary according to how many blocks
-are shared between thin devices (i.e. through snapshots). If you have
-less sharing than average you'll need a larger-than-average metadata device.
-
-As a guide, we suggest you calculate the number of bytes to use in the
-metadata device as 48 * $data_dev_size / $data_block_size but round it up
-to 2MB if the answer is smaller. If you're creating large numbers of
-snapshots which are recording large amounts of change, you may find you
-need to increase this.
-
-The largest size supported is 16GB: If the device is larger,
-a warning will be issued and the excess space will not be used.
-
-Reloading a pool table
-----------------------
-
-You may reload a pool's table, indeed this is how the pool is resized
-if it runs out of space. (N.B. While specifying a different metadata
-device when reloading is not forbidden at the moment, things will go
-wrong if it does not route I/O to exactly the same on-disk location as
-previously.)
-
-Using an existing pool device
------------------------------
-
- dmsetup create pool \
- --table "0 20971520 thin-pool $metadata_dev $data_dev \
- $data_block_size $low_water_mark"
-
-$data_block_size gives the smallest unit of disk space that can be
-allocated at a time expressed in units of 512-byte sectors.
-$data_block_size must be between 128 (64KB) and 2097152 (1GB) and a
-multiple of 128 (64KB). $data_block_size cannot be changed after the
-thin-pool is created. People primarily interested in thin provisioning
-may want to use a value such as 1024 (512KB). People doing lots of
-snapshotting may want a smaller value such as 128 (64KB). If you are
-not zeroing newly-allocated data, a larger $data_block_size in the
-region of 256000 (128MB) is suggested.
-
-$low_water_mark is expressed in blocks of size $data_block_size. If
-free space on the data device drops below this level then a dm event
-will be triggered which a userspace daemon should catch allowing it to
-extend the pool device. Only one such event will be sent.
-
-No special event is triggered if a just resumed device's free space is below
-the low water mark. However, resuming a device always triggers an
-event; a userspace daemon should verify that free space exceeds the low
-water mark when handling this event.
-
-A low water mark for the metadata device is maintained in the kernel and
-will trigger a dm event if free space on the metadata device drops below
-it.
-
-Updating on-disk metadata
--------------------------
-
-On-disk metadata is committed every time a FLUSH or FUA bio is written.
-If no such requests are made then commits will occur every second. This
-means the thin-provisioning target behaves like a physical disk that has
-a volatile write cache. If power is lost you may lose some recent
-writes. The metadata should always be consistent in spite of any crash.
-
-If data space is exhausted the pool will either error or queue IO
-according to the configuration (see: error_if_no_space). If metadata
-space is exhausted or a metadata operation fails: the pool will error IO
-until the pool is taken offline and repair is performed to 1) fix any
-potential inconsistencies and 2) clear the flag that imposes repair.
-Once the pool's metadata device is repaired it may be resized, which
-will allow the pool to return to normal operation. Note that if a pool
-is flagged as needing repair, the pool's data and metadata devices
-cannot be resized until repair is performed. It should also be noted
-that when the pool's metadata space is exhausted the current metadata
-transaction is aborted. Given that the pool will cache IO whose
-completion may have already been acknowledged to upper IO layers
-(e.g. filesystem) it is strongly suggested that consistency checks
-(e.g. fsck) be performed on those layers when repair of the pool is
-required.
-
-Thin provisioning
------------------
-
-i) Creating a new thinly-provisioned volume.
-
- To create a new thinly- provisioned volume you must send a message to an
- active pool device, /dev/mapper/pool in this example.
-
- dmsetup message /dev/mapper/pool 0 "create_thin 0"
-
- Here '0' is an identifier for the volume, a 24-bit number. It's up
- to the caller to allocate and manage these identifiers. If the
- identifier is already in use, the message will fail with -EEXIST.
-
-ii) Using a thinly-provisioned volume.
-
- Thinly-provisioned volumes are activated using the 'thin' target:
-
- dmsetup create thin --table "0 2097152 thin /dev/mapper/pool 0"
-
- The last parameter is the identifier for the thinp device.
-
-Internal snapshots
-------------------
-
-i) Creating an internal snapshot.
-
- Snapshots are created with another message to the pool.
-
- N.B. If the origin device that you wish to snapshot is active, you
- must suspend it before creating the snapshot to avoid corruption.
- This is NOT enforced at the moment, so please be careful!
-
- dmsetup suspend /dev/mapper/thin
- dmsetup message /dev/mapper/pool 0 "create_snap 1 0"
- dmsetup resume /dev/mapper/thin
-
- Here '1' is the identifier for the volume, a 24-bit number. '0' is the
- identifier for the origin device.
-
-ii) Using an internal snapshot.
-
- Once created, the user doesn't have to worry about any connection
- between the origin and the snapshot. Indeed the snapshot is no
- different from any other thinly-provisioned device and can be
- snapshotted itself via the same method. It's perfectly legal to
- have only one of them active, and there's no ordering requirement on
- activating or removing them both. (This differs from conventional
- device-mapper snapshots.)
-
- Activate it exactly the same way as any other thinly-provisioned volume:
-
- dmsetup create snap --table "0 2097152 thin /dev/mapper/pool 1"
-
-External snapshots
-------------------
-
-You can use an external _read only_ device as an origin for a
-thinly-provisioned volume. Any read to an unprovisioned area of the
-thin device will be passed through to the origin. Writes trigger
-the allocation of new blocks as usual.
-
-One use case for this is VM hosts that want to run guests on
-thinly-provisioned volumes but have the base image on another device
-(possibly shared between many VMs).
-
-You must not write to the origin device if you use this technique!
-Of course, you may write to the thin device and take internal snapshots
-of the thin volume.
-
-i) Creating a snapshot of an external device
-
- This is the same as creating a thin device.
- You don't mention the origin at this stage.
-
- dmsetup message /dev/mapper/pool 0 "create_thin 0"
-
-ii) Using a snapshot of an external device.
-
- Append an extra parameter to the thin target specifying the origin:
-
- dmsetup create snap --table "0 2097152 thin /dev/mapper/pool 0 /dev/image"
-
- N.B. All descendants (internal snapshots) of this snapshot require the
- same extra origin parameter.
-
-Deactivation
-------------
-
-All devices using a pool must be deactivated before the pool itself
-can be.
-
- dmsetup remove thin
- dmsetup remove snap
- dmsetup remove pool
-
-Reference
-=========
-
-'thin-pool' target
-------------------
-
-i) Constructor
-
- thin-pool <metadata dev> <data dev> <data block size (sectors)> \
- <low water mark (blocks)> [<number of feature args> [<arg>]*]
-
- Optional feature arguments:
-
- skip_block_zeroing: Skip the zeroing of newly-provisioned blocks.
-
- ignore_discard: Disable discard support.
-
- no_discard_passdown: Don't pass discards down to the underlying
- data device, but just remove the mapping.
-
- read_only: Don't allow any changes to be made to the pool
- metadata. This mode is only available after the
- thin-pool has been created and first used in full
- read/write mode. It cannot be specified on initial
- thin-pool creation.
-
- error_if_no_space: Error IOs, instead of queueing, if no space.
-
- Data block size must be between 64KB (128 sectors) and 1GB
- (2097152 sectors) inclusive.
-
-
-ii) Status
-
- <transaction id> <used metadata blocks>/<total metadata blocks>
- <used data blocks>/<total data blocks> <held metadata root>
- ro|rw|out_of_data_space [no_]discard_passdown [error|queue]_if_no_space
- needs_check|- metadata_low_watermark
-
- transaction id:
- A 64-bit number used by userspace to help synchronise with metadata
- from volume managers.
-
- used data blocks / total data blocks
- If the number of free blocks drops below the pool's low water mark a
- dm event will be sent to userspace. This event is edge-triggered and
- it will occur only once after each resume so volume manager writers
- should register for the event and then check the target's status.
-
- held metadata root:
- The location, in blocks, of the metadata root that has been
- 'held' for userspace read access. '-' indicates there is no
- held root.
-
- discard_passdown|no_discard_passdown
- Whether or not discards are actually being passed down to the
- underlying device. When this is enabled when loading the table,
- it can get disabled if the underlying device doesn't support it.
-
- ro|rw|out_of_data_space
- If the pool encounters certain types of device failures it will
- drop into a read-only metadata mode in which no changes to
- the pool metadata (like allocating new blocks) are permitted.
-
- In serious cases where even a read-only mode is deemed unsafe
- no further I/O will be permitted and the status will just
- contain the string 'Fail'. The userspace recovery tools
- should then be used.
-
- error_if_no_space|queue_if_no_space
- If the pool runs out of data or metadata space, the pool will
- either queue or error the IO destined to the data device. The
- default is to queue the IO until more space is added or the
- 'no_space_timeout' expires. The 'no_space_timeout' dm-thin-pool
- module parameter can be used to change this timeout -- it
- defaults to 60 seconds but may be disabled using a value of 0.
-
- needs_check
- A metadata operation has failed, resulting in the needs_check
- flag being set in the metadata's superblock. The metadata
- device must be deactivated and checked/repaired before the
- thin-pool can be made fully operational again. '-' indicates
- needs_check is not set.
-
- metadata_low_watermark:
- Value of metadata low watermark in blocks. The kernel sets this
- value internally but userspace needs to know this value to
- determine if an event was caused by crossing this threshold.
-
-iii) Messages
-
- create_thin <dev id>
-
- Create a new thinly-provisioned device.
- <dev id> is an arbitrary unique 24-bit identifier chosen by
- the caller.
-
- create_snap <dev id> <origin id>
-
- Create a new snapshot of another thinly-provisioned device.
- <dev id> is an arbitrary unique 24-bit identifier chosen by
- the caller.
- <origin id> is the identifier of the thinly-provisioned device
- of which the new device will be a snapshot.
-
- delete <dev id>
-
- Deletes a thin device. Irreversible.
-
- set_transaction_id <current id> <new id>
-
- Userland volume managers, such as LVM, need a way to
- synchronise their external metadata with the internal metadata of the
- pool target. The thin-pool target offers to store an
- arbitrary 64-bit transaction id and return it on the target's
- status line. To avoid races you must provide what you think
- the current transaction id is when you change it with this
- compare-and-swap message.
-
- reserve_metadata_snap
-
- Reserve a copy of the data mapping btree for use by userland.
- This allows userland to inspect the mappings as they were when
- this message was executed. Use the pool's status command to
- get the root block associated with the metadata snapshot.
-
- release_metadata_snap
-
- Release a previously reserved copy of the data mapping btree.
-
-'thin' target
--------------
-
-i) Constructor
-
- thin <pool dev> <dev id> [<external origin dev>]
-
- pool dev:
- the thin-pool device, e.g. /dev/mapper/my_pool or 253:0
-
- dev id:
- the internal device identifier of the device to be
- activated.
-
- external origin dev:
- an optional block device outside the pool to be treated as a
- read-only snapshot origin: reads to unprovisioned areas of the
- thin target will be mapped to this device.
-
-The pool doesn't store any size against the thin devices. If you
-load a thin target that is smaller than you've been using previously,
-then you'll have no access to blocks mapped beyond the end. If you
-load a target that is bigger than before, then extra blocks will be
-provisioned as and when needed.
-
-ii) Status
-
- <nr mapped sectors> <highest mapped sector>
-
- If the pool has encountered device errors and failed, the status
- will just contain the string 'Fail'. The userspace recovery
- tools should then be used.
-
- In the case where <nr mapped sectors> is 0, there is no highest
- mapped sector and the value of <highest mapped sector> is unspecified.