Update README for OS supported, tests dependency
[userspace-rcu.git] / README
1 Userspace RCU Implementation
2 by Mathieu Desnoyers and Paul E. McKenney
3
4 BUILDING
5 --------
6
7 ./bootstrap (skip if using tarball)
8 ./configure
9 make
10 make install
11 ldconfig
12
13 Hints: Forcing 32-bit build:
14 * CFLAGS="-m32 -g -O2" ./configure
15
16 Forcing 64-bit build:
17 * CFLAGS="-m64 -g -O2" ./configure
18
19 Forcing a 32-bit build with 386 backward compatibility:
20 * CFLAGS="-m32 -g -O2" ./configure --host=i386-pc-linux-gnu
21
22 Forcing a 32-bit build for Sparcv9 (typical for Sparc v9)
23 * CFLAGS="-m32 -Wa,-Av9a -g -O2" ./configure
24
25 ARCHITECTURES SUPPORTED
26 -----------------------
27
28 Currently, Linux x86 (i386, i486, i586, i686), x86 64-bit, PowerPC 32/64,
29 S390, S390x, ARM, Alpha, ia64 and Sparcv9 32/64 are supported. Tested on
30 Linux, FreeBSD 8.2/9.0, and Cygwin. Should also work on: Android, NetBSD 5,
31 OpenBSD, Darwin (more testing needed before claiming support for these OS).
32
33 Linux ARM depends on running a Linux kernel 2.6.15 or better, GCC 4.4 or
34 better.
35
36 The gcc compiler versions 3.3, 3.4, 4.0, 4.1, 4.2, 4.3, 4.4 and 4.5 are
37 supported, with the following exceptions:
38
39 - gcc 3.3 and 3.4 have a bug that prevents them from generating volatile
40 accesses to offsets in a TLS structure on 32-bit x86. These versions are
41 therefore not compatible with liburcu on x86 32-bit (i386, i486, i586, i686).
42 The problem has been reported to the gcc community:
43 http://www.mail-archive.com/gcc-bugs@gcc.gnu.org/msg281255.html
44 - gcc 3.3 cannot match the "xchg" instruction on 32-bit x86 build.
45 See: http://kerneltrap.org/node/7507
46 - Alpha, ia64 and ARM architectures depend on gcc 4.x with atomic builtins
47 support. For ARM this was introduced with gcc 4.4:
48 http://gcc.gnu.org/gcc-4.4/changes.html
49
50 For developers using the git tree:
51
52 This source tree is based on the autotools suite from GNU to simplify
53 portability. Here are some things you should have on your system in order to
54 compile the git repository tree :
55
56 - GNU autotools (automake >=1.10, autoconf >=2.50, autoheader >=2.50)
57 (make sure your system wide "automake" points to a recent version!)
58 - GNU Libtool >=2.2
59 (for more information, go to http://www.gnu.org/software/autoconf/)
60
61 If you get the tree from the repository, you will need to use the "bootstrap"
62 script in the root of the tree. It calls all the GNU tools needed to prepare the
63 tree configuration.
64
65 Test scripts provided in the tests/ directory of the source tree depend
66 on "bash" and the "seq" program.
67
68
69 QUICK START GUIDE
70 -----------------
71
72 Usage of all urcu libraries
73
74 * Define _LGPL_SOURCE (only) if your code is LGPL or GPL compatible
75 before including the urcu.h or urcu-qsbr.h header. If your application
76 is distributed under another license, function calls will be generated
77 instead of inlines, so your application can link with the library.
78 * Linking with one of the libraries below is always necessary even for
79 LGPL and GPL applications.
80
81 Usage of liburcu
82
83 * #include <urcu.h>
84 * Link the application with "-lurcu".
85 * This is the preferred version of the library, in terms of
86 grace-period detection speed, read-side speed and flexibility.
87 Dynamically detects kernel support for sys_membarrier(). Falls back
88 on urcu-mb scheme if support is not present, which has slower
89 read-side.
90
91 Usage of liburcu-qsbr
92
93 * #include <urcu-qsbr.h>
94 * Link with "-lurcu-qsbr".
95 * The QSBR flavor of RCU needs to have each reader thread executing
96 rcu_quiescent_state() periodically to progress. rcu_thread_online()
97 and rcu_thread_offline() can be used to mark long periods for which
98 the threads are not active. It provides the fastest read-side at the
99 expense of more intrusiveness in the application code.
100
101 Usage of liburcu-mb
102
103 * #include <urcu.h>
104 * Compile any _LGPL_SOURCE code using this library with "-DRCU_MB".
105 * Link with "-lurcu-mb".
106 * This version of the urcu library uses memory barriers on the writer
107 and reader sides. This results in faster grace-period detection, but
108 results in slower reads.
109
110 Usage of liburcu-signal
111
112 * #include <urcu.h>
113 * Compile any _LGPL_SOURCE code using this library with "-DRCU_SIGNAL".
114 * Link the application with "-lurcu-signal".
115 * Version of the library that requires a signal, typically SIGUSR1. Can
116 be overridden with -DSIGRCU by modifying Makefile.build.inc.
117
118 Usage of liburcu-bp
119
120 * #include <urcu-bp.h>
121 * Link with "-lurcu-bp".
122 * The BP library flavor stands for "bulletproof". It is specifically
123 designed to help tracing library to hook on applications without
124 requiring to modify these applications. rcu_init(),
125 rcu_register_thread() and rcu_unregister_thread() all become nops.
126 The state is dealt with by the library internally at the expense of
127 read-side and write-side performance.
128
129 Initialization
130
131 Each thread that has reader critical sections (that uses
132 rcu_read_lock()/rcu_read_unlock() must first register to the URCU
133 library. This is done by calling rcu_register_thread(). Unregistration
134 must be performed before exiting the thread by using
135 rcu_unregister_thread().
136
137 Reading
138
139 Reader critical sections must be protected by locating them between
140 calls to rcu_read_lock() and rcu_read_unlock(). Inside that lock,
141 rcu_dereference() may be called to read an RCU protected pointer.
142
143 Writing
144
145 rcu_assign_pointer() and rcu_xchg_pointer() may be called anywhere.
146 After, synchronize_rcu() must be called. When it returns, the old
147 values are not in usage anymore.
148
149 Usage of liburcu-defer
150
151 * Follow instructions for either liburcu, liburcu-qsbr,
152 liburcu-mb, liburcu-signal, or liburcu-bp above.
153 The liburcu-defer functionality is pulled into each of
154 those library modules.
155 * Provides defer_rcu() primitive to enqueue delayed callbacks. Queued
156 callbacks are executed in batch periodically after a grace period.
157 Do _not_ use defer_rcu() within a read-side critical section, because
158 it may call synchronize_rcu() if the thread queue is full.
159 This can lead to deadlock or worse.
160 * Requires that rcu_defer_barrier() must be called in library destructor
161 if a library queues callbacks and is expected to be unloaded with
162 dlclose().
163 * Its API is currently experimental. It may change in future library
164 releases.
165
166 Usage of urcu-call-rcu
167
168 * Follow instructions for either liburcu, liburcu-qsbr,
169 liburcu-mb, liburcu-signal, or liburcu-bp above.
170 The urcu-call-rcu functionality is provided for each of
171 these library modules.
172 * Provides the call_rcu() primitive to enqueue delayed callbacks
173 in a manner similar to defer_rcu(), but without ever delaying
174 for a grace period. On the other hand, call_rcu()'s best-case
175 overhead is not quite as good as that of defer_rcu().
176 * Provides call_rcu() to allow asynchronous handling of RCU
177 grace periods. A number of additional functions are provided
178 to manage the helper threads used by call_rcu(), but reasonable
179 defaults are used if these additional functions are not invoked.
180 See rcu-api.txt in userspace-rcu documentation for more details.
181
182 Being careful with signals
183
184 The liburcu library uses signals internally. The signal handler is
185 registered with the SA_RESTART flag. However, these signals may cause
186 some non-restartable system calls to fail with errno = EINTR. Care
187 should be taken to restart system calls manually if they fail with this
188 error. A list of non-restartable system calls may be found in
189 signal(7). The liburcu-mb and liburcu-qsbr versions of the Userspace RCU
190 library do not require any signal.
191
192 Read-side critical sections are allowed in a signal handler with
193 liburcu and liburcu-mb. Be careful, however, to disable these signals
194 between thread creation and calls to rcu_register_thread(), because a
195 signal handler nesting on an unregistered thread would not be allowed to
196 call rcu_read_lock().
197
198 Read-side critical sections are _not_ allowed in a signal handler with
199 liburcu-qsbr, unless signals are disabled explicitly around each
200 rcu_quiescent_state() calls, when threads are put offline and around
201 calls to synchronize_rcu(). Even then, we do not recommend it.
202
203 Interaction with mutexes
204
205 One must be careful to do not cause deadlocks due to interaction of
206 synchronize_rcu() and RCU read-side with mutexes. If synchronize_rcu()
207 is called with a mutex held, this mutex (or any mutex which has this
208 mutex in its dependency chain) should not be acquired from within a RCU
209 read-side critical section.
210
211 This is especially important to understand in the context of the
212 QSBR flavor: a registered reader thread being "online" by
213 default should be considered as within a RCU read-side critical
214 section unless explicitly put "offline". Therefore, if
215 synchronize_rcu() is called with a mutex held, this mutex, as
216 well as any mutex which has this mutex in its dependency chain
217 should only be taken when the RCU reader thread is "offline"
218 (this can be performed by calling rcu_thread_offline()).
219
220 Usage of DEBUG_RCU
221
222 DEBUG_RCU is used to add internal debugging self-checks to the
223 RCU library. This define adds a performance penalty when enabled.
224 Can be enabled by uncommenting the corresponding line in
225 Makefile.build.inc.
226
227 Usage of DEBUG_YIELD
228
229 DEBUG_YIELD is used to add random delays in the code for testing
230 purposes.
231
232 SMP support
233
234 By default the library is configured to use synchronization primitives
235 adequate for SMP systems. On uniprocessor systems, support for SMP
236 systems can be disabled with:
237
238 ./configure --disable-smp-support
239
240 theoretically yielding slightly better performance.
241
242 Interaction with fork()
243
244 Special care must be taken for applications performing fork() without
245 any following exec(). This is caused by the fact that Linux only clones
246 the thread calling fork(), and thus never replicates any of the other
247 parent thread into the child process. Most liburcu implementations
248 require that all registrations (as reader, defer_rcu and call_rcu
249 threads) should be released before a fork() is performed, except for the
250 rather common scenario where fork() is immediately followed by exec() in
251 the child process. The only implementation not subject to that rule is
252 liburcu-bp, which is designed to handle fork() by calling
253 rcu_bp_before_fork, rcu_bp_after_fork_parent and
254 rcu_bp_after_fork_child.
255
256 Applications that use call_rcu() and that fork() without
257 doing an immediate exec() must take special action. The parent
258 must invoke call_rcu_before_fork() before the fork() and
259 call_rcu_after_fork_parent() after the fork(). The child
260 process must invoke call_rcu_after_fork_child().
261 These three APIs are suitable for passing to pthread_atfork().
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