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1PROPER CARE AND FEEDING OF RETURN VALUES FROM rcu_dereference()
2
3Most of the time, you can use values from rcu_dereference() or one of
4the similar primitives without worries.  Dereferencing (prefix "*"),
5field selection ("->"), assignment ("="), address-of ("&"), addition and
6subtraction of constants, and casts all work quite naturally and safely.
7
8It is nevertheless possible to get into trouble with other operations.
9Follow these rules to keep your RCU code working properly:
10
11o	You must use one of the rcu_dereference() family of primitives
12	to load an RCU-protected pointer, otherwise CONFIG_PROVE_RCU
13	will complain.  Worse yet, your code can see random memory-corruption
14	bugs due to games that compilers and DEC Alpha can play.
15	Without one of the rcu_dereference() primitives, compilers
16	can reload the value, and won't your code have fun with two
17	different values for a single pointer!  Without rcu_dereference(),
18	DEC Alpha can load a pointer, dereference that pointer, and
19	return data preceding initialization that preceded the store of
20	the pointer.
21
22	In addition, the volatile cast in rcu_dereference() prevents the
23	compiler from deducing the resulting pointer value.  Please see
24	the section entitled "EXAMPLE WHERE THE COMPILER KNOWS TOO MUCH"
25	for an example where the compiler can in fact deduce the exact
26	value of the pointer, and thus cause misordering.
27
28o	You are only permitted to use rcu_dereference on pointer values.
29	The compiler simply knows too much about integral values to
30	trust it to carry dependencies through integer operations.
31	There are a very few exceptions, namely that you can temporarily
32	cast the pointer to uintptr_t in order to:
33
34	o	Set bits and clear bits down in the must-be-zero low-order
35		bits of that pointer.  This clearly means that the pointer
36		must have alignment constraints, for example, this does
37		-not- work in general for char* pointers.
38
39	o	XOR bits to translate pointers, as is done in some
40		classic buddy-allocator algorithms.
41
42	It is important to cast the value back to pointer before
43	doing much of anything else with it.
44
45o	Avoid cancellation when using the "+" and "-" infix arithmetic
46	operators.  For example, for a given variable "x", avoid
47	"(x-(uintptr_t)x)" for char* pointers.	The compiler is within its
48	rights to substitute zero for this sort of expression, so that
49	subsequent accesses no longer depend on the rcu_dereference(),
50	again possibly resulting in bugs due to misordering.
51
52	Of course, if "p" is a pointer from rcu_dereference(), and "a"
53	and "b" are integers that happen to be equal, the expression
54	"p+a-b" is safe because its value still necessarily depends on
55	the rcu_dereference(), thus maintaining proper ordering.
56
57o	If you are using RCU to protect JITed functions, so that the
58	"()" function-invocation operator is applied to a value obtained
59	(directly or indirectly) from rcu_dereference(), you may need to
60	interact directly with the hardware to flush instruction caches.
61	This issue arises on some systems when a newly JITed function is
62	using the same memory that was used by an earlier JITed function.
63
64o	Do not use the results from relational operators ("==", "!=",
65	">", ">=", "<", or "<=") when dereferencing.  For example,
66	the following (quite strange) code is buggy:
67
68		int *p;
69		int *q;
70
71		...
72
73		p = rcu_dereference(gp)
74		q = &global_q;
75		q += p > &oom_p;
76		r1 = *q;  /* BUGGY!!! */
77
78	As before, the reason this is buggy is that relational operators
79	are often compiled using branches.  And as before, although
80	weak-memory machines such as ARM or PowerPC do order stores
81	after such branches, but can speculate loads, which can again
82	result in misordering bugs.
83
84o	Be very careful about comparing pointers obtained from
85	rcu_dereference() against non-NULL values.  As Linus Torvalds
86	explained, if the two pointers are equal, the compiler could
87	substitute the pointer you are comparing against for the pointer
88	obtained from rcu_dereference().  For example:
89
90		p = rcu_dereference(gp);
91		if (p == &default_struct)
92			do_default(p->a);
93
94	Because the compiler now knows that the value of "p" is exactly
95	the address of the variable "default_struct", it is free to
96	transform this code into the following:
97
98		p = rcu_dereference(gp);
99		if (p == &default_struct)
100			do_default(default_struct.a);
101
102	On ARM and Power hardware, the load from "default_struct.a"
103	can now be speculated, such that it might happen before the
104	rcu_dereference().  This could result in bugs due to misordering.
105
106	However, comparisons are OK in the following cases:
107
108	o	The comparison was against the NULL pointer.  If the
109		compiler knows that the pointer is NULL, you had better
110		not be dereferencing it anyway.  If the comparison is
111		non-equal, the compiler is none the wiser.  Therefore,
112		it is safe to compare pointers from rcu_dereference()
113		against NULL pointers.
114
115	o	The pointer is never dereferenced after being compared.
116		Since there are no subsequent dereferences, the compiler
117		cannot use anything it learned from the comparison
118		to reorder the non-existent subsequent dereferences.
119		This sort of comparison occurs frequently when scanning
120		RCU-protected circular linked lists.
121
122		Note that if checks for being within an RCU read-side
123		critical section are not required and the pointer is never
124		dereferenced, rcu_access_pointer() should be used in place
125		of rcu_dereference(). The rcu_access_pointer() primitive
126		does not require an enclosing read-side critical section,
127		and also omits the smp_read_barrier_depends() included in
128		rcu_dereference(), which in turn should provide a small
129		performance gain in some CPUs (e.g., the DEC Alpha).
130
131	o	The comparison is against a pointer that references memory
132		that was initialized "a long time ago."  The reason
133		this is safe is that even if misordering occurs, the
134		misordering will not affect the accesses that follow
135		the comparison.  So exactly how long ago is "a long
136		time ago"?  Here are some possibilities:
137
138		o	Compile time.
139
140		o	Boot time.
141
142		o	Module-init time for module code.
143
144		o	Prior to kthread creation for kthread code.
145
146		o	During some prior acquisition of the lock that
147			we now hold.
148
149		o	Before mod_timer() time for a timer handler.
150
151		There are many other possibilities involving the Linux
152		kernel's wide array of primitives that cause code to
153		be invoked at a later time.
154
155	o	The pointer being compared against also came from
156		rcu_dereference().  In this case, both pointers depend
157		on one rcu_dereference() or another, so you get proper
158		ordering either way.
159
160		That said, this situation can make certain RCU usage
161		bugs more likely to happen.  Which can be a good thing,
162		at least if they happen during testing.  An example
163		of such an RCU usage bug is shown in the section titled
164		"EXAMPLE OF AMPLIFIED RCU-USAGE BUG".
165
166	o	All of the accesses following the comparison are stores,
167		so that a control dependency preserves the needed ordering.
168		That said, it is easy to get control dependencies wrong.
169		Please see the "CONTROL DEPENDENCIES" section of
170		Documentation/memory-barriers.txt for more details.
171
172	o	The pointers are not equal -and- the compiler does
173		not have enough information to deduce the value of the
174		pointer.  Note that the volatile cast in rcu_dereference()
175		will normally prevent the compiler from knowing too much.
176
177		However, please note that if the compiler knows that the
178		pointer takes on only one of two values, a not-equal
179		comparison will provide exactly the information that the
180		compiler needs to deduce the value of the pointer.
181
182o	Disable any value-speculation optimizations that your compiler
183	might provide, especially if you are making use of feedback-based
184	optimizations that take data collected from prior runs.  Such
185	value-speculation optimizations reorder operations by design.
186
187	There is one exception to this rule:  Value-speculation
188	optimizations that leverage the branch-prediction hardware are
189	safe on strongly ordered systems (such as x86), but not on weakly
190	ordered systems (such as ARM or Power).  Choose your compiler
191	command-line options wisely!
192
193
194EXAMPLE OF AMPLIFIED RCU-USAGE BUG
195
196Because updaters can run concurrently with RCU readers, RCU readers can
197see stale and/or inconsistent values.  If RCU readers need fresh or
198consistent values, which they sometimes do, they need to take proper
199precautions.  To see this, consider the following code fragment:
200
201	struct foo {
202		int a;
203		int b;
204		int c;
205	};
206	struct foo *gp1;
207	struct foo *gp2;
208
209	void updater(void)
210	{
211		struct foo *p;
212
213		p = kmalloc(...);
214		if (p == NULL)
215			deal_with_it();
216		p->a = 42;  /* Each field in its own cache line. */
217		p->b = 43;
218		p->c = 44;
219		rcu_assign_pointer(gp1, p);
220		p->b = 143;
221		p->c = 144;
222		rcu_assign_pointer(gp2, p);
223	}
224
225	void reader(void)
226	{
227		struct foo *p;
228		struct foo *q;
229		int r1, r2;
230
231		p = rcu_dereference(gp2);
232		if (p == NULL)
233			return;
234		r1 = p->b;  /* Guaranteed to get 143. */
235		q = rcu_dereference(gp1);  /* Guaranteed non-NULL. */
236		if (p == q) {
237			/* The compiler decides that q->c is same as p->c. */
238			r2 = p->c; /* Could get 44 on weakly order system. */
239		}
240		do_something_with(r1, r2);
241	}
242
243You might be surprised that the outcome (r1 == 143 && r2 == 44) is possible,
244but you should not be.  After all, the updater might have been invoked
245a second time between the time reader() loaded into "r1" and the time
246that it loaded into "r2".  The fact that this same result can occur due
247to some reordering from the compiler and CPUs is beside the point.
248
249But suppose that the reader needs a consistent view?
250
251Then one approach is to use locking, for example, as follows:
252
253	struct foo {
254		int a;
255		int b;
256		int c;
257		spinlock_t lock;
258	};
259	struct foo *gp1;
260	struct foo *gp2;
261
262	void updater(void)
263	{
264		struct foo *p;
265
266		p = kmalloc(...);
267		if (p == NULL)
268			deal_with_it();
269		spin_lock(&p->lock);
270		p->a = 42;  /* Each field in its own cache line. */
271		p->b = 43;
272		p->c = 44;
273		spin_unlock(&p->lock);
274		rcu_assign_pointer(gp1, p);
275		spin_lock(&p->lock);
276		p->b = 143;
277		p->c = 144;
278		spin_unlock(&p->lock);
279		rcu_assign_pointer(gp2, p);
280	}
281
282	void reader(void)
283	{
284		struct foo *p;
285		struct foo *q;
286		int r1, r2;
287
288		p = rcu_dereference(gp2);
289		if (p == NULL)
290			return;
291		spin_lock(&p->lock);
292		r1 = p->b;  /* Guaranteed to get 143. */
293		q = rcu_dereference(gp1);  /* Guaranteed non-NULL. */
294		if (p == q) {
295			/* The compiler decides that q->c is same as p->c. */
296			r2 = p->c; /* Locking guarantees r2 == 144. */
297		}
298		spin_unlock(&p->lock);
299		do_something_with(r1, r2);
300	}
301
302As always, use the right tool for the job!
303
304
305EXAMPLE WHERE THE COMPILER KNOWS TOO MUCH
306
307If a pointer obtained from rcu_dereference() compares not-equal to some
308other pointer, the compiler normally has no clue what the value of the
309first pointer might be.  This lack of knowledge prevents the compiler
310from carrying out optimizations that otherwise might destroy the ordering
311guarantees that RCU depends on.  And the volatile cast in rcu_dereference()
312should prevent the compiler from guessing the value.
313
314But without rcu_dereference(), the compiler knows more than you might
315expect.  Consider the following code fragment:
316
317	struct foo {
318		int a;
319		int b;
320	};
321	static struct foo variable1;
322	static struct foo variable2;
323	static struct foo *gp = &variable1;
324
325	void updater(void)
326	{
327		initialize_foo(&variable2);
328		rcu_assign_pointer(gp, &variable2);
329		/*
330		 * The above is the only store to gp in this translation unit,
331		 * and the address of gp is not exported in any way.
332		 */
333	}
334
335	int reader(void)
336	{
337		struct foo *p;
338
339		p = gp;
340		barrier();
341		if (p == &variable1)
342			return p->a; /* Must be variable1.a. */
343		else
344			return p->b; /* Must be variable2.b. */
345	}
346
347Because the compiler can see all stores to "gp", it knows that the only
348possible values of "gp" are "variable1" on the one hand and "variable2"
349on the other.  The comparison in reader() therefore tells the compiler
350the exact value of "p" even in the not-equals case.  This allows the
351compiler to make the return values independent of the load from "gp",
352in turn destroying the ordering between this load and the loads of the
353return values.  This can result in "p->b" returning pre-initialization
354garbage values.
355
356In short, rcu_dereference() is -not- optional when you are going to
357dereference the resulting pointer.
358