xref: /linux/Documentation/block/ublk.rst (revision 31354121bf03dac6498a4236928a38490745d601)
1.. SPDX-License-Identifier: GPL-2.0
2
3===========================================
4Userspace block device driver (ublk driver)
5===========================================
6
7Overview
8========
9
10ublk is a generic framework for implementing block device logic from userspace.
11The motivation behind it is that moving virtual block drivers into userspace,
12such as loop, nbd and similar can be very helpful. It can help to implement
13new virtual block device such as ublk-qcow2 (there are several attempts of
14implementing qcow2 driver in kernel).
15
16Userspace block devices are attractive because:
17
18- They can be written many programming languages.
19- They can use libraries that are not available in the kernel.
20- They can be debugged with tools familiar to application developers.
21- Crashes do not kernel panic the machine.
22- Bugs are likely to have a lower security impact than bugs in kernel
23  code.
24- They can be installed and updated independently of the kernel.
25- They can be used to simulate block device easily with user specified
26  parameters/setting for test/debug purpose
27
28ublk block device (``/dev/ublkb*``) is added by ublk driver. Any IO request
29on the device will be forwarded to ublk userspace program. For convenience,
30in this document, ``ublk server`` refers to generic ublk userspace
31program. ``ublksrv`` [#userspace]_ is one of such implementation. It
32provides ``libublksrv`` [#userspace_lib]_ library for developing specific
33user block device conveniently, while also generic type block device is
34included, such as loop and null. Richard W.M. Jones wrote userspace nbd device
35``nbdublk`` [#userspace_nbdublk]_  based on ``libublksrv`` [#userspace_lib]_.
36
37After the IO is handled by userspace, the result is committed back to the
38driver, thus completing the request cycle. This way, any specific IO handling
39logic is totally done by userspace, such as loop's IO handling, NBD's IO
40communication, or qcow2's IO mapping.
41
42``/dev/ublkb*`` is driven by blk-mq request-based driver. Each request is
43assigned by one queue wide unique tag. ublk server assigns unique tag to each
44IO too, which is 1:1 mapped with IO of ``/dev/ublkb*``.
45
46Both the IO request forward and IO handling result committing are done via
47``io_uring`` passthrough command; that is why ublk is also one io_uring based
48block driver. It has been observed that using io_uring passthrough command can
49give better IOPS than block IO; which is why ublk is one of high performance
50implementation of userspace block device: not only IO request communication is
51done by io_uring, but also the preferred IO handling in ublk server is io_uring
52based approach too.
53
54ublk provides control interface to set/get ublk block device parameters.
55The interface is extendable and kabi compatible: basically any ublk request
56queue's parameter or ublk generic feature parameters can be set/get via the
57interface. Thus, ublk is generic userspace block device framework.
58For example, it is easy to setup a ublk device with specified block
59parameters from userspace.
60
61Using ublk
62==========
63
64ublk requires userspace ublk server to handle real block device logic.
65
66Below is example of using ``ublksrv`` to provide ublk-based loop device.
67
68- add a device::
69
70     ublk add -t loop -f ublk-loop.img
71
72- format with xfs, then use it::
73
74     mkfs.xfs /dev/ublkb0
75     mount /dev/ublkb0 /mnt
76     # do anything. all IOs are handled by io_uring
77     ...
78     umount /mnt
79
80- list the devices with their info::
81
82     ublk list
83
84- delete the device::
85
86     ublk del -a
87     ublk del -n $ublk_dev_id
88
89See usage details in README of ``ublksrv`` [#userspace_readme]_.
90
91Design
92======
93
94Control plane
95-------------
96
97ublk driver provides global misc device node (``/dev/ublk-control``) for
98managing and controlling ublk devices with help of several control commands:
99
100- ``UBLK_CMD_ADD_DEV``
101
102  Add a ublk char device (``/dev/ublkc*``) which is talked with ublk server
103  WRT IO command communication. Basic device info is sent together with this
104  command. It sets UAPI structure of ``ublksrv_ctrl_dev_info``,
105  such as ``nr_hw_queues``, ``queue_depth``, and max IO request buffer size,
106  for which the info is negotiated with the driver and sent back to the server.
107  When this command is completed, the basic device info is immutable.
108
109- ``UBLK_CMD_SET_PARAMS`` / ``UBLK_CMD_GET_PARAMS``
110
111  Set or get parameters of the device, which can be either generic feature
112  related, or request queue limit related, but can't be IO logic specific,
113  because the driver does not handle any IO logic. This command has to be
114  sent before sending ``UBLK_CMD_START_DEV``.
115
116- ``UBLK_CMD_START_DEV``
117
118  After the server prepares userspace resources (such as creating per-queue
119  pthread & io_uring for handling ublk IO), this command is sent to the
120  driver for allocating & exposing ``/dev/ublkb*``. Parameters set via
121  ``UBLK_CMD_SET_PARAMS`` are applied for creating the device.
122
123- ``UBLK_CMD_STOP_DEV``
124
125  Halt IO on ``/dev/ublkb*`` and remove the device. When this command returns,
126  ublk server will release resources (such as destroying per-queue pthread &
127  io_uring).
128
129- ``UBLK_CMD_DEL_DEV``
130
131  Remove ``/dev/ublkc*``. When this command returns, the allocated ublk device
132  number can be reused.
133
134- ``UBLK_CMD_GET_QUEUE_AFFINITY``
135
136  When ``/dev/ublkc`` is added, the driver creates block layer tagset, so
137  that each queue's affinity info is available. The server sends
138  ``UBLK_CMD_GET_QUEUE_AFFINITY`` to retrieve queue affinity info. It can
139  set up the per-queue context efficiently, such as bind affine CPUs with IO
140  pthread and try to allocate buffers in IO thread context.
141
142- ``UBLK_CMD_GET_DEV_INFO``
143
144  For retrieving device info via ``ublksrv_ctrl_dev_info``. It is the server's
145  responsibility to save IO target specific info in userspace.
146
147Data plane
148----------
149
150ublk server needs to create per-queue IO pthread & io_uring for handling IO
151commands via io_uring passthrough. The per-queue IO pthread
152focuses on IO handling and shouldn't handle any control & management
153tasks.
154
155The's IO is assigned by a unique tag, which is 1:1 mapping with IO
156request of ``/dev/ublkb*``.
157
158UAPI structure of ``ublksrv_io_desc`` is defined for describing each IO from
159the driver. A fixed mmaped area (array) on ``/dev/ublkc*`` is provided for
160exporting IO info to the server; such as IO offset, length, OP/flags and
161buffer address. Each ``ublksrv_io_desc`` instance can be indexed via queue id
162and IO tag directly.
163
164The following IO commands are communicated via io_uring passthrough command,
165and each command is only for forwarding the IO and committing the result
166with specified IO tag in the command data:
167
168- ``UBLK_IO_FETCH_REQ``
169
170  Sent from the server IO pthread for fetching future incoming IO requests
171  destined to ``/dev/ublkb*``. This command is sent only once from the server
172  IO pthread for ublk driver to setup IO forward environment.
173
174- ``UBLK_IO_COMMIT_AND_FETCH_REQ``
175
176  When an IO request is destined to ``/dev/ublkb*``, the driver stores
177  the IO's ``ublksrv_io_desc`` to the specified mapped area; then the
178  previous received IO command of this IO tag (either ``UBLK_IO_FETCH_REQ``
179  or ``UBLK_IO_COMMIT_AND_FETCH_REQ)`` is completed, so the server gets
180  the IO notification via io_uring.
181
182  After the server handles the IO, its result is committed back to the
183  driver by sending ``UBLK_IO_COMMIT_AND_FETCH_REQ`` back. Once ublkdrv
184  received this command, it parses the result and complete the request to
185  ``/dev/ublkb*``. In the meantime setup environment for fetching future
186  requests with the same IO tag. That is, ``UBLK_IO_COMMIT_AND_FETCH_REQ``
187  is reused for both fetching request and committing back IO result.
188
189- ``UBLK_IO_NEED_GET_DATA``
190
191  With ``UBLK_F_NEED_GET_DATA`` enabled, the WRITE request will be firstly
192  issued to ublk server without data copy. Then, IO backend of ublk server
193  receives the request and it can allocate data buffer and embed its addr
194  inside this new io command. After the kernel driver gets the command,
195  data copy is done from request pages to this backend's buffer. Finally,
196  backend receives the request again with data to be written and it can
197  truly handle the request.
198
199  ``UBLK_IO_NEED_GET_DATA`` adds one additional round-trip and one
200  io_uring_enter() syscall. Any user thinks that it may lower performance
201  should not enable UBLK_F_NEED_GET_DATA. ublk server pre-allocates IO
202  buffer for each IO by default. Any new project should try to use this
203  buffer to communicate with ublk driver. However, existing project may
204  break or not able to consume the new buffer interface; that's why this
205  command is added for backwards compatibility so that existing projects
206  can still consume existing buffers.
207
208- data copy between ublk server IO buffer and ublk block IO request
209
210  The driver needs to copy the block IO request pages into the server buffer
211  (pages) first for WRITE before notifying the server of the coming IO, so
212  that the server can handle WRITE request.
213
214  When the server handles READ request and sends
215  ``UBLK_IO_COMMIT_AND_FETCH_REQ`` to the server, ublkdrv needs to copy
216  the server buffer (pages) read to the IO request pages.
217
218Future development
219==================
220
221Container-aware ublk deivice
222----------------------------
223
224ublk driver doesn't handle any IO logic. Its function is well defined
225for now and very limited userspace interfaces are needed, which is also
226well defined too. It is possible to make ublk devices container-aware block
227devices in future as Stefan Hajnoczi suggested [#stefan]_, by removing
228ADMIN privilege.
229
230Zero copy
231---------
232
233Zero copy is a generic requirement for nbd, fuse or similar drivers. A
234problem [#xiaoguang]_ Xiaoguang mentioned is that pages mapped to userspace
235can't be remapped any more in kernel with existing mm interfaces. This can
236occurs when destining direct IO to ``/dev/ublkb*``. Also, he reported that
237big requests (IO size >= 256 KB) may benefit a lot from zero copy.
238
239
240References
241==========
242
243.. [#userspace] https://github.com/ming1/ubdsrv
244
245.. [#userspace_lib] https://github.com/ming1/ubdsrv/tree/master/lib
246
247.. [#userspace_nbdublk] https://gitlab.com/rwmjones/libnbd/-/tree/nbdublk
248
249.. [#userspace_readme] https://github.com/ming1/ubdsrv/blob/master/README
250
251.. [#stefan] https://lore.kernel.org/linux-block/YoOr6jBfgVm8GvWg@stefanha-x1.localdomain/
252
253.. [#xiaoguang] https://lore.kernel.org/linux-block/YoOr6jBfgVm8GvWg@stefanha-x1.localdomain/
254