1.. SPDX-License-Identifier: GPL-2.0-only
2
3dm-vdo
4======
5
6The dm-vdo (virtual data optimizer) device mapper target provides
7block-level deduplication, compression, and thin provisioning. As a device
8mapper target, it can add these features to the storage stack, compatible
9with any file system. The vdo target does not protect against data
10corruption, relying instead on integrity protection of the storage below
11it. It is strongly recommended that lvm be used to manage vdo volumes. See
12lvmvdo(7).
13
14Userspace component
15===================
16
17Formatting a vdo volume requires the use of the 'vdoformat' tool, available
18at:
19
20https://github.com/dm-vdo/vdo/
21
22In most cases, a vdo target will recover from a crash automatically the
23next time it is started. In cases where it encountered an unrecoverable
24error (either during normal operation or crash recovery) the target will
25enter or come up in read-only mode. Because read-only mode is indicative of
26data-loss, a positive action must be taken to bring vdo out of read-only
27mode. The 'vdoforcerebuild' tool, available from the same repo, is used to
28prepare a read-only vdo to exit read-only mode. After running this tool,
29the vdo target will rebuild its metadata the next time it is
30started. Although some data may be lost, the rebuilt vdo's metadata will be
31internally consistent and the target will be writable again.
32
33The repo also contains additional userspace tools which can be used to
34inspect a vdo target's on-disk metadata. Fortunately, these tools are
35rarely needed except by dm-vdo developers.
36
37Metadata requirements
38=====================
39
40Each vdo volume reserves 3GB of space for metadata, or more depending on
41its configuration. It is helpful to check that the space saved by
42deduplication and compression is not cancelled out by the metadata
43requirements. An estimation of the space saved for a specific dataset can
44be computed with the vdo estimator tool, which is available at:
45
46https://github.com/dm-vdo/vdoestimator/
47
48Target interface
49================
50
51Table line
52----------
53
54::
55
56	<offset> <logical device size> vdo V4 <storage device>
57	<storage device size> <minimum I/O size> <block map cache size>
58	<block map era length> [optional arguments]
59
60
61Required parameters:
62
63	offset:
64		The offset, in sectors, at which the vdo volume's logical
65		space begins.
66
67	logical device size:
68		The size of the device which the vdo volume will service,
69		in sectors. Must match the current logical size of the vdo
70		volume.
71
72	storage device:
73		The device holding the vdo volume's data and metadata.
74
75	storage device size:
76		The size of the device holding the vdo volume, as a number
77		of 4096-byte blocks. Must match the current size of the vdo
78		volume.
79
80	minimum I/O size:
81		The minimum I/O size for this vdo volume to accept, in
82		bytes. Valid values are 512 or 4096. The recommended value
83		is 4096.
84
85	block map cache size:
86		The size of the block map cache, as a number of 4096-byte
87		blocks. The minimum and recommended value is 32768 blocks.
88		If the logical thread count is non-zero, the cache size
89		must be at least 4096 blocks per logical thread.
90
91	block map era length:
92		The speed with which the block map cache writes out
93		modified block map pages. A smaller era length is likely to
94		reduce the amount of time spent rebuilding, at the cost of
95		increased block map writes during normal operation. The
96		maximum and recommended value is 16380; the minimum value
97		is 1.
98
99Optional parameters:
100--------------------
101Some or all of these parameters may be specified as <key> <value> pairs.
102
103Thread related parameters:
104
105Different categories of work are assigned to separate thread groups, and
106the number of threads in each group can be configured separately.
107
108If <hash>, <logical>, and <physical> are all set to 0, the work handled by
109all three thread types will be handled by a single thread. If any of these
110values are non-zero, all of them must be non-zero.
111
112	ack:
113		The number of threads used to complete bios. Since
114		completing a bio calls an arbitrary completion function
115		outside the vdo volume, threads of this type allow the vdo
116		volume to continue processing requests even when bio
117		completion is slow. The default is 1.
118
119	bio:
120		The number of threads used to issue bios to the underlying
121		storage. Threads of this type allow the vdo volume to
122		continue processing requests even when bio submission is
123		slow. The default is 4.
124
125	bioRotationInterval:
126		The number of bios to enqueue on each bio thread before
127		switching to the next thread. The value must be greater
128		than 0 and not more than 1024; the default is 64.
129
130	cpu:
131		The number of threads used to do CPU-intensive work, such
132		as hashing and compression. The default is 1.
133
134	hash:
135		The number of threads used to manage data comparisons for
136		deduplication based on the hash value of data blocks. The
137		default is 0.
138
139	logical:
140		The number of threads used to manage caching and locking
141		based on the logical address of incoming bios. The default
142		is 0; the maximum is 60.
143
144	physical:
145		The number of threads used to manage administration of the
146		underlying storage device. At format time, a slab size for
147		the vdo is chosen; the vdo storage device must be large
148		enough to have at least 1 slab per physical thread. The
149		default is 0; the maximum is 16.
150
151Miscellaneous parameters:
152
153	maxDiscard:
154		The maximum size of discard bio accepted, in 4096-byte
155		blocks. I/O requests to a vdo volume are normally split
156		into 4096-byte blocks, and processed up to 2048 at a time.
157		However, discard requests to a vdo volume can be
158		automatically split to a larger size, up to <maxDiscard>
159		4096-byte blocks in a single bio, and are limited to 1500
160		at a time. Increasing this value may provide better overall
161		performance, at the cost of increased latency for the
162		individual discard requests. The default and minimum is 1;
163		the maximum is UINT_MAX / 4096.
164
165	deduplication:
166		Whether deduplication is enabled. The default is 'on'; the
167		acceptable values are 'on' and 'off'.
168
169	compression:
170		Whether compression is enabled. The default is 'off'; the
171		acceptable values are 'on' and 'off'.
172
173Device modification
174-------------------
175
176A modified table may be loaded into a running, non-suspended vdo volume.
177The modifications will take effect when the device is next resumed. The
178modifiable parameters are <logical device size>, <physical device size>,
179<maxDiscard>, <compression>, and <deduplication>.
180
181If the logical device size or physical device size are changed, upon
182successful resume vdo will store the new values and require them on future
183startups. These two parameters may not be decreased. The logical device
184size may not exceed 4 PB. The physical device size must increase by at
185least 32832 4096-byte blocks if at all, and must not exceed the size of the
186underlying storage device. Additionally, when formatting the vdo device, a
187slab size is chosen: the physical device size may never increase above the
188size which provides 8192 slabs, and each increase must be large enough to
189add at least one new slab.
190
191Examples:
192
193Start a previously-formatted vdo volume with 1 GB logical space and 1 GB
194physical space, storing to /dev/dm-1 which has more than 1 GB of space.
195
196::
197
198	dmsetup create vdo0 --table \
199	"0 2097152 vdo V4 /dev/dm-1 262144 4096 32768 16380"
200
201Grow the logical size to 4 GB.
202
203::
204
205	dmsetup reload vdo0 --table \
206	"0 8388608 vdo V4 /dev/dm-1 262144 4096 32768 16380"
207	dmsetup resume vdo0
208
209Grow the physical size to 2 GB.
210
211::
212
213	dmsetup reload vdo0 --table \
214	"0 8388608 vdo V4 /dev/dm-1 524288 4096 32768 16380"
215	dmsetup resume vdo0
216
217Grow the physical size by 1 GB more and increase max discard sectors.
218
219::
220
221	dmsetup reload vdo0 --table \
222	"0 10485760 vdo V4 /dev/dm-1 786432 4096 32768 16380 maxDiscard 8"
223	dmsetup resume vdo0
224
225Stop the vdo volume.
226
227::
228
229	dmsetup remove vdo0
230
231Start the vdo volume again. Note that the logical and physical device sizes
232must still match, but other parameters can change.
233
234::
235
236	dmsetup create vdo1 --table \
237	"0 10485760 vdo V4 /dev/dm-1 786432 512 65550 5000 hash 1 logical 3 physical 2"
238
239Messages
240--------
241All vdo devices accept messages in the form:
242
243::
244        dmsetup message <target-name> 0 <message-name> <message-parameters>
245
246The messages are:
247
248        stats:
249		Outputs the current view of the vdo statistics. Mostly used
250		by the vdostats userspace program to interpret the output
251		buffer.
252
253        dump:
254		Dumps many internal structures to the system log. This is
255		not always safe to run, so it should only be used to debug
256		a hung vdo. Optional parameters to specify structures to
257		dump are:
258
259			viopool: The pool of I/O requests incoming bios
260			pools: A synonym of 'viopool'
261			vdo: Most of the structures managing on-disk data
262			queues: Basic information about each vdo thread
263			threads: A synonym of 'queues'
264			default: Equivalent to 'queues vdo'
265			all: All of the above.
266
267        dump-on-shutdown:
268		Perform a default dump next time vdo shuts down.
269
270
271Status
272------
273
274::
275
276    <device> <operating mode> <in recovery> <index state>
277    <compression state> <physical blocks used> <total physical blocks>
278
279	device:
280		The name of the vdo volume.
281
282	operating mode:
283		The current operating mode of the vdo volume; values may be
284		'normal', 'recovering' (the volume has detected an issue
285		with its metadata and is attempting to repair itself), and
286		'read-only' (an error has occurred that forces the vdo
287		volume to only support read operations and not writes).
288
289	in recovery:
290		Whether the vdo volume is currently in recovery mode;
291		values may be 'recovering' or '-' which indicates not
292		recovering.
293
294	index state:
295		The current state of the deduplication index in the vdo
296		volume; values may be 'closed', 'closing', 'error',
297		'offline', 'online', 'opening', and 'unknown'.
298
299	compression state:
300		The current state of compression in the vdo volume; values
301		may be 'offline' and 'online'.
302
303	used physical blocks:
304		The number of physical blocks in use by the vdo volume.
305
306	total physical blocks:
307		The total number of physical blocks the vdo volume may use;
308		the difference between this value and the
309		<used physical blocks> is the number of blocks the vdo
310		volume has left before being full.
311
312Memory Requirements
313===================
314
315A vdo target requires a fixed 38 MB of RAM along with the following amounts
316that scale with the target:
317
318- 1.15 MB of RAM for each 1 MB of configured block map cache size. The
319  block map cache requires a minimum of 150 MB.
320- 1.6 MB of RAM for each 1 TB of logical space.
321- 268 MB of RAM for each 1 TB of physical storage managed by the volume.
322
323The deduplication index requires additional memory which scales with the
324size of the deduplication window. For dense indexes, the index requires 1
325GB of RAM per 1 TB of window. For sparse indexes, the index requires 1 GB
326of RAM per 10 TB of window. The index configuration is set when the target
327is formatted and may not be modified.
328
329Module Parameters
330=================
331
332The vdo driver has a numeric parameter 'log_level' which controls the
333verbosity of logging from the driver. The default setting is 6
334(LOGLEVEL_INFO and more severe messages).
335
336Run-time Usage
337==============
338
339When using dm-vdo, it is important to be aware of the ways in which its
340behavior differs from other storage targets.
341
342- There is no guarantee that over-writes of existing blocks will succeed.
343  Because the underlying storage may be multiply referenced, over-writing
344  an existing block generally requires a vdo to have a free block
345  available.
346
347- When blocks are no longer in use, sending a discard request for those
348  blocks lets the vdo release references for those blocks. If the vdo is
349  thinly provisioned, discarding unused blocks is essential to prevent the
350  target from running out of space. However, due to the sharing of
351  duplicate blocks, no discard request for any given logical block is
352  guaranteed to reclaim space.
353
354- Assuming the underlying storage properly implements flush requests, vdo
355  is resilient against crashes, however, unflushed writes may or may not
356  persist after a crash.
357
358- Each write to a vdo target entails a significant amount of processing.
359  However, much of the work is paralellizable. Therefore, vdo targets
360  achieve better throughput at higher I/O depths, and can support up 2048
361  requests in parallel.
362
363Tuning
364======
365
366The vdo device has many options, and it can be difficult to make optimal
367choices without perfect knowledge of the workload. Additionally, most
368configuration options must be set when a vdo target is started, and cannot
369be changed without shutting it down completely; the configuration cannot be
370changed while the target is active. Ideally, tuning with simulated
371workloads should be performed before deploying vdo in production
372environments.
373
374The most important value to adjust is the block map cache size. In order to
375service a request for any logical address, a vdo must load the portion of
376the block map which holds the relevant mapping. These mappings are cached.
377Performance will suffer when the working set does not fit in the cache. By
378default, a vdo allocates 128 MB of metadata cache in RAM to support
379efficient access to 100 GB of logical space at a time. It should be scaled
380up proportionally for larger working sets.
381
382The logical and physical thread counts should also be adjusted. A logical
383thread controls a disjoint section of the block map, so additional logical
384threads increase parallelism and can increase throughput. Physical threads
385control a disjoint section of the data blocks, so additional physical
386threads can also increase throughput. However, excess threads can waste
387resources and increase contention.
388
389Bio submission threads control the parallelism involved in sending I/O to
390the underlying storage; fewer threads mean there is more opportunity to
391reorder I/O requests for performance benefit, but also that each I/O
392request has to wait longer before being submitted.
393
394Bio acknowledgment threads are used for finishing I/O requests. This is
395done on dedicated threads since the amount of work required to execute a
396bio's callback can not be controlled by the vdo itself. Usually one thread
397is sufficient but additional threads may be beneficial, particularly when
398bios have CPU-heavy callbacks.
399
400CPU threads are used for hashing and for compression; in workloads with
401compression enabled, more threads may result in higher throughput.
402
403Hash threads are used to sort active requests by hash and determine whether
404they should deduplicate; the most CPU intensive actions done by these
405threads are comparison of 4096-byte data blocks. In most cases, a single
406hash thread is sufficient.
407