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1.. SPDX-License-Identifier: GPL-2.0
2
3==================================
4relay interface (formerly relayfs)
5==================================
6
7The relay interface provides a means for kernel applications to
8efficiently log and transfer large quantities of data from the kernel
9to userspace via user-defined 'relay channels'.
10
11A 'relay channel' is a kernel->user data relay mechanism implemented
12as a set of per-cpu kernel buffers ('channel buffers'), each
13represented as a regular file ('relay file') in user space.  Kernel
14clients write into the channel buffers using efficient write
15functions; these automatically log into the current cpu's channel
16buffer.  User space applications mmap() or read() from the relay files
17and retrieve the data as it becomes available.  The relay files
18themselves are files created in a host filesystem, e.g. debugfs, and
19are associated with the channel buffers using the API described below.
20
21The format of the data logged into the channel buffers is completely
22up to the kernel client; the relay interface does however provide
23hooks which allow kernel clients to impose some structure on the
24buffer data.  The relay interface doesn't implement any form of data
25filtering - this also is left to the kernel client.  The purpose is to
26keep things as simple as possible.
27
28This document provides an overview of the relay interface API.  The
29details of the function parameters are documented along with the
30functions in the relay interface code - please see that for details.
31
32Semantics
33=========
34
35Each relay channel has one buffer per CPU, each buffer has one or more
36sub-buffers.  Messages are written to the first sub-buffer until it is
37too full to contain a new message, in which case it is written to
38the next (if available).  Messages are never split across sub-buffers.
39At this point, userspace can be notified so it empties the first
40sub-buffer, while the kernel continues writing to the next.
41
42When notified that a sub-buffer is full, the kernel knows how many
43bytes of it are padding i.e. unused space occurring because a complete
44message couldn't fit into a sub-buffer.  Userspace can use this
45knowledge to copy only valid data.
46
47After copying it, userspace can notify the kernel that a sub-buffer
48has been consumed.
49
50A relay channel can operate in a mode where it will overwrite data not
51yet collected by userspace, and not wait for it to be consumed.
52
53The relay channel itself does not provide for communication of such
54data between userspace and kernel, allowing the kernel side to remain
55simple and not impose a single interface on userspace.  It does
56provide a set of examples and a separate helper though, described
57below.
58
59The read() interface both removes padding and internally consumes the
60read sub-buffers; thus in cases where read(2) is being used to drain
61the channel buffers, special-purpose communication between kernel and
62user isn't necessary for basic operation.
63
64One of the major goals of the relay interface is to provide a low
65overhead mechanism for conveying kernel data to userspace.  While the
66read() interface is easy to use, it's not as efficient as the mmap()
67approach; the example code attempts to make the tradeoff between the
68two approaches as small as possible.
69
70klog and relay-apps example code
71================================
72
73The relay interface itself is ready to use, but to make things easier,
74a couple simple utility functions and a set of examples are provided.
75
76The relay-apps example tarball, available on the relay sourceforge
77site, contains a set of self-contained examples, each consisting of a
78pair of .c files containing boilerplate code for each of the user and
79kernel sides of a relay application.  When combined these two sets of
80boilerplate code provide glue to easily stream data to disk, without
81having to bother with mundane housekeeping chores.
82
83The 'klog debugging functions' patch (klog.patch in the relay-apps
84tarball) provides a couple of high-level logging functions to the
85kernel which allow writing formatted text or raw data to a channel,
86regardless of whether a channel to write into exists or not, or even
87whether the relay interface is compiled into the kernel or not.  These
88functions allow you to put unconditional 'trace' statements anywhere
89in the kernel or kernel modules; only when there is a 'klog handler'
90registered will data actually be logged (see the klog and kleak
91examples for details).
92
93It is of course possible to use the relay interface from scratch,
94i.e. without using any of the relay-apps example code or klog, but
95you'll have to implement communication between userspace and kernel,
96allowing both to convey the state of buffers (full, empty, amount of
97padding).  The read() interface both removes padding and internally
98consumes the read sub-buffers; thus in cases where read(2) is being
99used to drain the channel buffers, special-purpose communication
100between kernel and user isn't necessary for basic operation.  Things
101such as buffer-full conditions would still need to be communicated via
102some channel though.
103
104klog and the relay-apps examples can be found in the relay-apps
105tarball on http://relayfs.sourceforge.net
106
107The relay interface user space API
108==================================
109
110The relay interface implements basic file operations for user space
111access to relay channel buffer data.  Here are the file operations
112that are available and some comments regarding their behavior:
113
114=========== ============================================================
115open()	    enables user to open an _existing_ channel buffer.
116
117mmap()      results in channel buffer being mapped into the caller's
118	    memory space. Note that you can't do a partial mmap - you
119	    must map the entire file, which is NRBUF * SUBBUFSIZE.
120
121read()      read the contents of a channel buffer.  The bytes read are
122	    'consumed' by the reader, i.e. they won't be available
123	    again to subsequent reads.  If the channel is being used
124	    in no-overwrite mode (the default), it can be read at any
125	    time even if there's an active kernel writer.  If the
126	    channel is being used in overwrite mode and there are
127	    active channel writers, results may be unpredictable -
128	    users should make sure that all logging to the channel has
129	    ended before using read() with overwrite mode.  Sub-buffer
130	    padding is automatically removed and will not be seen by
131	    the reader.
132
133sendfile()  transfer data from a channel buffer to an output file
134	    descriptor. Sub-buffer padding is automatically removed
135	    and will not be seen by the reader.
136
137poll()      POLLIN/POLLRDNORM/POLLERR supported.  User applications are
138	    notified when sub-buffer boundaries are crossed.
139
140close()     decrements the channel buffer's refcount.  When the refcount
141	    reaches 0, i.e. when no process or kernel client has the
142	    buffer open, the channel buffer is freed.
143=========== ============================================================
144
145In order for a user application to make use of relay files, the
146host filesystem must be mounted.  For example::
147
148	mount -t debugfs debugfs /sys/kernel/debug
149
150.. Note::
151
152	the host filesystem doesn't need to be mounted for kernel
153	clients to create or use channels - it only needs to be
154	mounted when user space applications need access to the buffer
155	data.
156
157
158The relay interface kernel API
159==============================
160
161Here's a summary of the API the relay interface provides to in-kernel clients:
162
163TBD(curr. line MT:/API/)
164  channel management functions::
165
166    relay_open(base_filename, parent, subbuf_size, n_subbufs,
167               callbacks, private_data)
168    relay_close(chan)
169    relay_flush(chan)
170    relay_reset(chan)
171
172  channel management typically called on instigation of userspace::
173
174    relay_subbufs_consumed(chan, cpu, subbufs_consumed)
175
176  write functions::
177
178    relay_write(chan, data, length)
179    __relay_write(chan, data, length)
180    relay_reserve(chan, length)
181
182  callbacks::
183
184    subbuf_start(buf, subbuf, prev_subbuf, prev_padding)
185    buf_mapped(buf, filp)
186    buf_unmapped(buf, filp)
187    create_buf_file(filename, parent, mode, buf, is_global)
188    remove_buf_file(dentry)
189
190  helper functions::
191
192    relay_buf_full(buf)
193    subbuf_start_reserve(buf, length)
194
195
196Creating a channel
197------------------
198
199relay_open() is used to create a channel, along with its per-cpu
200channel buffers.  Each channel buffer will have an associated file
201created for it in the host filesystem, which can be and mmapped or
202read from in user space.  The files are named basename0...basenameN-1
203where N is the number of online cpus, and by default will be created
204in the root of the filesystem (if the parent param is NULL).  If you
205want a directory structure to contain your relay files, you should
206create it using the host filesystem's directory creation function,
207e.g. debugfs_create_dir(), and pass the parent directory to
208relay_open().  Users are responsible for cleaning up any directory
209structure they create, when the channel is closed - again the host
210filesystem's directory removal functions should be used for that,
211e.g. debugfs_remove().
212
213In order for a channel to be created and the host filesystem's files
214associated with its channel buffers, the user must provide definitions
215for two callback functions, create_buf_file() and remove_buf_file().
216create_buf_file() is called once for each per-cpu buffer from
217relay_open() and allows the user to create the file which will be used
218to represent the corresponding channel buffer.  The callback should
219return the dentry of the file created to represent the channel buffer.
220remove_buf_file() must also be defined; it's responsible for deleting
221the file(s) created in create_buf_file() and is called during
222relay_close().
223
224Here are some typical definitions for these callbacks, in this case
225using debugfs::
226
227    /*
228    * create_buf_file() callback.  Creates relay file in debugfs.
229    */
230    static struct dentry *create_buf_file_handler(const char *filename,
231						struct dentry *parent,
232						umode_t mode,
233						struct rchan_buf *buf,
234						int *is_global)
235    {
236	    return debugfs_create_file(filename, mode, parent, buf,
237				    &relay_file_operations);
238    }
239
240    /*
241    * remove_buf_file() callback.  Removes relay file from debugfs.
242    */
243    static int remove_buf_file_handler(struct dentry *dentry)
244    {
245	    debugfs_remove(dentry);
246
247	    return 0;
248    }
249
250    /*
251    * relay interface callbacks
252    */
253    static struct rchan_callbacks relay_callbacks =
254    {
255	    .create_buf_file = create_buf_file_handler,
256	    .remove_buf_file = remove_buf_file_handler,
257    };
258
259And an example relay_open() invocation using them::
260
261  chan = relay_open("cpu", NULL, SUBBUF_SIZE, N_SUBBUFS, &relay_callbacks, NULL);
262
263If the create_buf_file() callback fails, or isn't defined, channel
264creation and thus relay_open() will fail.
265
266The total size of each per-cpu buffer is calculated by multiplying the
267number of sub-buffers by the sub-buffer size passed into relay_open().
268The idea behind sub-buffers is that they're basically an extension of
269double-buffering to N buffers, and they also allow applications to
270easily implement random-access-on-buffer-boundary schemes, which can
271be important for some high-volume applications.  The number and size
272of sub-buffers is completely dependent on the application and even for
273the same application, different conditions will warrant different
274values for these parameters at different times.  Typically, the right
275values to use are best decided after some experimentation; in general,
276though, it's safe to assume that having only 1 sub-buffer is a bad
277idea - you're guaranteed to either overwrite data or lose events
278depending on the channel mode being used.
279
280The create_buf_file() implementation can also be defined in such a way
281as to allow the creation of a single 'global' buffer instead of the
282default per-cpu set.  This can be useful for applications interested
283mainly in seeing the relative ordering of system-wide events without
284the need to bother with saving explicit timestamps for the purpose of
285merging/sorting per-cpu files in a postprocessing step.
286
287To have relay_open() create a global buffer, the create_buf_file()
288implementation should set the value of the is_global outparam to a
289non-zero value in addition to creating the file that will be used to
290represent the single buffer.  In the case of a global buffer,
291create_buf_file() and remove_buf_file() will be called only once.  The
292normal channel-writing functions, e.g. relay_write(), can still be
293used - writes from any cpu will transparently end up in the global
294buffer - but since it is a global buffer, callers should make sure
295they use the proper locking for such a buffer, either by wrapping
296writes in a spinlock, or by copying a write function from relay.h and
297creating a local version that internally does the proper locking.
298
299The private_data passed into relay_open() allows clients to associate
300user-defined data with a channel, and is immediately available
301(including in create_buf_file()) via chan->private_data or
302buf->chan->private_data.
303
304Buffer-only channels
305--------------------
306
307These channels have no files associated and can be created with
308relay_open(NULL, NULL, ...). Such channels are useful in scenarios such
309as when doing early tracing in the kernel, before the VFS is up. In these
310cases, one may open a buffer-only channel and then call
311relay_late_setup_files() when the kernel is ready to handle files,
312to expose the buffered data to the userspace.
313
314Channel 'modes'
315---------------
316
317relay channels can be used in either of two modes - 'overwrite' or
318'no-overwrite'.  The mode is entirely determined by the implementation
319of the subbuf_start() callback, as described below.  The default if no
320subbuf_start() callback is defined is 'no-overwrite' mode.  If the
321default mode suits your needs, and you plan to use the read()
322interface to retrieve channel data, you can ignore the details of this
323section, as it pertains mainly to mmap() implementations.
324
325In 'overwrite' mode, also known as 'flight recorder' mode, writes
326continuously cycle around the buffer and will never fail, but will
327unconditionally overwrite old data regardless of whether it's actually
328been consumed.  In no-overwrite mode, writes will fail, i.e. data will
329be lost, if the number of unconsumed sub-buffers equals the total
330number of sub-buffers in the channel.  It should be clear that if
331there is no consumer or if the consumer can't consume sub-buffers fast
332enough, data will be lost in either case; the only difference is
333whether data is lost from the beginning or the end of a buffer.
334
335As explained above, a relay channel is made of up one or more
336per-cpu channel buffers, each implemented as a circular buffer
337subdivided into one or more sub-buffers.  Messages are written into
338the current sub-buffer of the channel's current per-cpu buffer via the
339write functions described below.  Whenever a message can't fit into
340the current sub-buffer, because there's no room left for it, the
341client is notified via the subbuf_start() callback that a switch to a
342new sub-buffer is about to occur.  The client uses this callback to 1)
343initialize the next sub-buffer if appropriate 2) finalize the previous
344sub-buffer if appropriate and 3) return a boolean value indicating
345whether or not to actually move on to the next sub-buffer.
346
347To implement 'no-overwrite' mode, the userspace client would provide
348an implementation of the subbuf_start() callback something like the
349following::
350
351    static int subbuf_start(struct rchan_buf *buf,
352			    void *subbuf,
353			    void *prev_subbuf,
354			    unsigned int prev_padding)
355    {
356	    if (prev_subbuf)
357		    *((unsigned *)prev_subbuf) = prev_padding;
358
359	    if (relay_buf_full(buf))
360		    return 0;
361
362	    subbuf_start_reserve(buf, sizeof(unsigned int));
363
364	    return 1;
365    }
366
367If the current buffer is full, i.e. all sub-buffers remain unconsumed,
368the callback returns 0 to indicate that the buffer switch should not
369occur yet, i.e. until the consumer has had a chance to read the
370current set of ready sub-buffers.  For the relay_buf_full() function
371to make sense, the consumer is responsible for notifying the relay
372interface when sub-buffers have been consumed via
373relay_subbufs_consumed().  Any subsequent attempts to write into the
374buffer will again invoke the subbuf_start() callback with the same
375parameters; only when the consumer has consumed one or more of the
376ready sub-buffers will relay_buf_full() return 0, in which case the
377buffer switch can continue.
378
379The implementation of the subbuf_start() callback for 'overwrite' mode
380would be very similar::
381
382    static int subbuf_start(struct rchan_buf *buf,
383			    void *subbuf,
384			    void *prev_subbuf,
385			    size_t prev_padding)
386    {
387	    if (prev_subbuf)
388		    *((unsigned *)prev_subbuf) = prev_padding;
389
390	    subbuf_start_reserve(buf, sizeof(unsigned int));
391
392	    return 1;
393    }
394
395In this case, the relay_buf_full() check is meaningless and the
396callback always returns 1, causing the buffer switch to occur
397unconditionally.  It's also meaningless for the client to use the
398relay_subbufs_consumed() function in this mode, as it's never
399consulted.
400
401The default subbuf_start() implementation, used if the client doesn't
402define any callbacks, or doesn't define the subbuf_start() callback,
403implements the simplest possible 'no-overwrite' mode, i.e. it does
404nothing but return 0.
405
406Header information can be reserved at the beginning of each sub-buffer
407by calling the subbuf_start_reserve() helper function from within the
408subbuf_start() callback.  This reserved area can be used to store
409whatever information the client wants.  In the example above, room is
410reserved in each sub-buffer to store the padding count for that
411sub-buffer.  This is filled in for the previous sub-buffer in the
412subbuf_start() implementation; the padding value for the previous
413sub-buffer is passed into the subbuf_start() callback along with a
414pointer to the previous sub-buffer, since the padding value isn't
415known until a sub-buffer is filled.  The subbuf_start() callback is
416also called for the first sub-buffer when the channel is opened, to
417give the client a chance to reserve space in it.  In this case the
418previous sub-buffer pointer passed into the callback will be NULL, so
419the client should check the value of the prev_subbuf pointer before
420writing into the previous sub-buffer.
421
422Writing to a channel
423--------------------
424
425Kernel clients write data into the current cpu's channel buffer using
426relay_write() or __relay_write().  relay_write() is the main logging
427function - it uses local_irqsave() to protect the buffer and should be
428used if you might be logging from interrupt context.  If you know
429you'll never be logging from interrupt context, you can use
430__relay_write(), which only disables preemption.  These functions
431don't return a value, so you can't determine whether or not they
432failed - the assumption is that you wouldn't want to check a return
433value in the fast logging path anyway, and that they'll always succeed
434unless the buffer is full and no-overwrite mode is being used, in
435which case you can detect a failed write in the subbuf_start()
436callback by calling the relay_buf_full() helper function.
437
438relay_reserve() is used to reserve a slot in a channel buffer which
439can be written to later.  This would typically be used in applications
440that need to write directly into a channel buffer without having to
441stage data in a temporary buffer beforehand.  Because the actual write
442may not happen immediately after the slot is reserved, applications
443using relay_reserve() can keep a count of the number of bytes actually
444written, either in space reserved in the sub-buffers themselves or as
445a separate array.  See the 'reserve' example in the relay-apps tarball
446at http://relayfs.sourceforge.net for an example of how this can be
447done.  Because the write is under control of the client and is
448separated from the reserve, relay_reserve() doesn't protect the buffer
449at all - it's up to the client to provide the appropriate
450synchronization when using relay_reserve().
451
452Closing a channel
453-----------------
454
455The client calls relay_close() when it's finished using the channel.
456The channel and its associated buffers are destroyed when there are no
457longer any references to any of the channel buffers.  relay_flush()
458forces a sub-buffer switch on all the channel buffers, and can be used
459to finalize and process the last sub-buffers before the channel is
460closed.
461
462Misc
463----
464
465Some applications may want to keep a channel around and re-use it
466rather than open and close a new channel for each use.  relay_reset()
467can be used for this purpose - it resets a channel to its initial
468state without reallocating channel buffer memory or destroying
469existing mappings.  It should however only be called when it's safe to
470do so, i.e. when the channel isn't currently being written to.
471
472Finally, there are a couple of utility callbacks that can be used for
473different purposes.  buf_mapped() is called whenever a channel buffer
474is mmapped from user space and buf_unmapped() is called when it's
475unmapped.  The client can use this notification to trigger actions
476within the kernel application, such as enabling/disabling logging to
477the channel.
478
479
480Resources
481=========
482
483For news, example code, mailing list, etc. see the relay interface homepage:
484
485    http://relayfs.sourceforge.net
486
487
488Credits
489=======
490
491The ideas and specs for the relay interface came about as a result of
492discussions on tracing involving the following:
493
494Michel Dagenais		<michel.dagenais@polymtl.ca>
495Richard Moore		<richardj_moore@uk.ibm.com>
496Bob Wisniewski		<bob@watson.ibm.com>
497Karim Yaghmour		<karim@opersys.com>
498Tom Zanussi		<zanussi@us.ibm.com>
499
500Also thanks to Hubertus Franke for a lot of useful suggestions and bug
501reports.
502