linux-bk/Documentation/sched-design.txt
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   1                   Goals, Design and Implementation of the
   2                      new ultra-scalable O(1) scheduler
   3
   4
   5  This is an edited version of an email Ingo Molnar sent to
   6  lkml on 4 Jan 2002.  It describes the goals, design, and
   7  implementation of Ingo's new ultra-scalable O(1) scheduler.
   8  Last Updated: 18 April 2002.
   9
  10
  11Goal
  12====
  13
  14The main goal of the new scheduler is to keep all the good things we know
  15and love about the current Linux scheduler:
  16
  17 - good interactive performance even during high load: if the user
  18   types or clicks then the system must react instantly and must execute
  19   the user tasks smoothly, even during considerable background load.
  20
  21 - good scheduling/wakeup performance with 1-2 runnable processes.
  22
  23 - fairness: no process should stay without any timeslice for any
  24   unreasonable amount of time. No process should get an unjustly high
  25   amount of CPU time.
  26
  27 - priorities: less important tasks can be started with lower priority,
  28   more important tasks with higher priority.
  29
  30 - SMP efficiency: no CPU should stay idle if there is work to do.
  31
  32 - SMP affinity: processes which run on one CPU should stay affine to
  33   that CPU. Processes should not bounce between CPUs too frequently.
  34
  35 - plus additional scheduler features: RT scheduling, CPU binding.
  36
  37and the goal is also to add a few new things:
  38
  39 - fully O(1) scheduling. Are you tired of the recalculation loop
  40   blowing the L1 cache away every now and then? Do you think the goodness
  41   loop is taking a bit too long to finish if there are lots of runnable
  42   processes? This new scheduler takes no prisoners: wakeup(), schedule(),
  43   the timer interrupt are all O(1) algorithms. There is no recalculation
  44   loop. There is no goodness loop either.
  45
  46 - 'perfect' SMP scalability. With the new scheduler there is no 'big'
  47   runqueue_lock anymore - it's all per-CPU runqueues and locks - two
  48   tasks on two separate CPUs can wake up, schedule and context-switch
  49   completely in parallel, without any interlocking. All
  50   scheduling-relevant data is structured for maximum scalability.
  51
  52 - better SMP affinity. The old scheduler has a particular weakness that
  53   causes the random bouncing of tasks between CPUs if/when higher
  54   priority/interactive tasks, this was observed and reported by many
  55   people. The reason is that the timeslice recalculation loop first needs
  56   every currently running task to consume its timeslice. But when this
  57   happens on eg. an 8-way system, then this property starves an
  58   increasing number of CPUs from executing any process. Once the last
  59   task that has a timeslice left has finished using up that timeslice,
  60   the recalculation loop is triggered and other CPUs can start executing
  61   tasks again - after having idled around for a number of timer ticks.
  62   The more CPUs, the worse this effect.
  63
  64   Furthermore, this same effect causes the bouncing effect as well:
  65   whenever there is such a 'timeslice squeeze' of the global runqueue,
  66   idle processors start executing tasks which are not affine to that CPU.
  67   (because the affine tasks have finished off their timeslices already.)
  68
  69   The new scheduler solves this problem by distributing timeslices on a
  70   per-CPU basis, without having any global synchronization or
  71   recalculation.
  72
  73 - batch scheduling. A significant proportion of computing-intensive tasks
  74   benefit from batch-scheduling, where timeslices are long and processes
  75   are roundrobin scheduled. The new scheduler does such batch-scheduling
  76   of the lowest priority tasks - so nice +19 jobs will get
  77   'batch-scheduled' automatically. With this scheduler, nice +19 jobs are
  78   in essence SCHED_IDLE, from an interactiveness point of view.
  79
  80 - handle extreme loads more smoothly, without breakdown and scheduling
  81   storms.
  82
  83 - O(1) RT scheduling. For those RT folks who are paranoid about the
  84   O(nr_running) property of the goodness loop and the recalculation loop.
  85
  86 - run fork()ed children before the parent. Andrea has pointed out the
  87   advantages of this a few months ago, but patches for this feature
  88   do not work with the old scheduler as well as they should,
  89   because idle processes often steal the new child before the fork()ing
  90   CPU gets to execute it.
  91
  92
  93Design
  94======
  95
  96the core of the new scheduler are the following mechanizms:
  97
  98 - *two*, priority-ordered 'priority arrays' per CPU. There is an 'active'
  99   array and an 'expired' array. The active array contains all tasks that
 100   are affine to this CPU and have timeslices left. The expired array
 101   contains all tasks which have used up their timeslices - but this array
 102   is kept sorted as well. The active and expired array is not accessed
 103   directly, it's accessed through two pointers in the per-CPU runqueue
 104   structure. If all active tasks are used up then we 'switch' the two
 105   pointers and from now on the ready-to-go (former-) expired array is the
 106   active array - and the empty active array serves as the new collector
 107   for expired tasks.
 108
 109 - there is a 64-bit bitmap cache for array indices. Finding the highest
 110   priority task is thus a matter of two x86 BSFL bit-search instructions.
 111
 112the split-array solution enables us to have an arbitrary number of active
 113and expired tasks, and the recalculation of timeslices can be done
 114immediately when the timeslice expires. Because the arrays are always
 115access through the pointers in the runqueue, switching the two arrays can
 116be done very quickly.
 117
 118this is a hybride priority-list approach coupled with roundrobin
 119scheduling and the array-switch method of distributing timeslices.
 120
 121 - there is a per-task 'load estimator'.
 122
 123one of the toughest things to get right is good interactive feel during
 124heavy system load. While playing with various scheduler variants i found
 125that the best interactive feel is achieved not by 'boosting' interactive
 126tasks, but by 'punishing' tasks that want to use more CPU time than there
 127is available. This method is also much easier to do in an O(1) fashion.
 128
 129to establish the actual 'load' the task contributes to the system, a
 130complex-looking but pretty accurate method is used: there is a 4-entry
 131'history' ringbuffer of the task's activities during the last 4 seconds.
 132This ringbuffer is operated without much overhead. The entries tell the
 133scheduler a pretty accurate load-history of the task: has it used up more
 134CPU time or less during the past N seconds. [the size '4' and the interval
 135of 4x 1 seconds was found by lots of experimentation - this part is
 136flexible and can be changed in both directions.]
 137
 138the penalty a task gets for generating more load than the CPU can handle
 139is a priority decrease - there is a maximum amount to this penalty
 140relative to their static priority, so even fully CPU-bound tasks will
 141observe each other's priorities, and will share the CPU accordingly.
 142
 143the SMP load-balancer can be extended/switched with additional parallel
 144computing and cache hierarchy concepts: NUMA scheduling, multi-core CPUs
 145can be supported easily by changing the load-balancer. Right now it's
 146tuned for my SMP systems.
 147
 148i skipped the prev->mm == next->mm advantage - no workload i know of shows
 149any sensitivity to this. It can be added back by sacrificing O(1)
 150schedule() [the current and one-lower priority list can be searched for a
 151that->mm == current->mm condition], but costs a fair number of cycles
 152during a number of important workloads, so i wanted to avoid this as much
 153as possible.
 154
 155- the SMP idle-task startup code was still racy and the new scheduler
 156triggered this. So i streamlined the idle-setup code a bit. We do not call
 157into schedule() before all processors have started up fully and all idle
 158threads are in place.
 159
 160- the patch also cleans up a number of aspects of sched.c - moves code
 161into other areas of the kernel where it's appropriate, and simplifies
 162certain code paths and data constructs. As a result, the new scheduler's
 163code is smaller than the old one.
 164
 165        Ingo
 166
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