qemu/docs/devel/migration.rst
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   1=========
   2Migration
   3=========
   4
   5QEMU has code to load/save the state of the guest that it is running.
   6These are two complementary operations.  Saving the state just does
   7that, saves the state for each device that the guest is running.
   8Restoring a guest is just the opposite operation: we need to load the
   9state of each device.
  10
  11For this to work, QEMU has to be launched with the same arguments the
  12two times.  I.e. it can only restore the state in one guest that has
  13the same devices that the one it was saved (this last requirement can
  14be relaxed a bit, but for now we can consider that configuration has
  15to be exactly the same).
  16
  17Once that we are able to save/restore a guest, a new functionality is
  18requested: migration.  This means that QEMU is able to start in one
  19machine and being "migrated" to another machine.  I.e. being moved to
  20another machine.
  21
  22Next was the "live migration" functionality.  This is important
  23because some guests run with a lot of state (specially RAM), and it
  24can take a while to move all state from one machine to another.  Live
  25migration allows the guest to continue running while the state is
  26transferred.  Only while the last part of the state is transferred has
  27the guest to be stopped.  Typically the time that the guest is
  28unresponsive during live migration is the low hundred of milliseconds
  29(notice that this depends on a lot of things).
  30
  31Transports
  32==========
  33
  34The migration stream is normally just a byte stream that can be passed
  35over any transport.
  36
  37- tcp migration: do the migration using tcp sockets
  38- unix migration: do the migration using unix sockets
  39- exec migration: do the migration using the stdin/stdout through a process.
  40- fd migration: do the migration using a file descriptor that is
  41  passed to QEMU.  QEMU doesn't care how this file descriptor is opened.
  42
  43In addition, support is included for migration using RDMA, which
  44transports the page data using ``RDMA``, where the hardware takes care of
  45transporting the pages, and the load on the CPU is much lower.  While the
  46internals of RDMA migration are a bit different, this isn't really visible
  47outside the RAM migration code.
  48
  49All these migration protocols use the same infrastructure to
  50save/restore state devices.  This infrastructure is shared with the
  51savevm/loadvm functionality.
  52
  53Debugging
  54=========
  55
  56The migration stream can be analyzed thanks to ``scripts/analyze-migration.py``.
  57
  58Example usage:
  59
  60.. code-block:: shell
  61
  62  $ qemu-system-x86_64 -display none -monitor stdio
  63  (qemu) migrate "exec:cat > mig"
  64  (qemu) q
  65  $ ./scripts/analyze-migration.py -f mig
  66  {
  67    "ram (3)": {
  68        "section sizes": {
  69            "pc.ram": "0x0000000008000000",
  70  ...
  71
  72See also ``analyze-migration.py -h`` help for more options.
  73
  74Common infrastructure
  75=====================
  76
  77The files, sockets or fd's that carry the migration stream are abstracted by
  78the  ``QEMUFile`` type (see ``migration/qemu-file.h``).  In most cases this
  79is connected to a subtype of ``QIOChannel`` (see ``io/``).
  80
  81
  82Saving the state of one device
  83==============================
  84
  85For most devices, the state is saved in a single call to the migration
  86infrastructure; these are *non-iterative* devices.  The data for these
  87devices is sent at the end of precopy migration, when the CPUs are paused.
  88There are also *iterative* devices, which contain a very large amount of
  89data (e.g. RAM or large tables).  See the iterative device section below.
  90
  91General advice for device developers
  92------------------------------------
  93
  94- The migration state saved should reflect the device being modelled rather
  95  than the way your implementation works.  That way if you change the implementation
  96  later the migration stream will stay compatible.  That model may include
  97  internal state that's not directly visible in a register.
  98
  99- When saving a migration stream the device code may walk and check
 100  the state of the device.  These checks might fail in various ways (e.g.
 101  discovering internal state is corrupt or that the guest has done something bad).
 102  Consider carefully before asserting/aborting at this point, since the
 103  normal response from users is that *migration broke their VM* since it had
 104  apparently been running fine until then.  In these error cases, the device
 105  should log a message indicating the cause of error, and should consider
 106  putting the device into an error state, allowing the rest of the VM to
 107  continue execution.
 108
 109- The migration might happen at an inconvenient point,
 110  e.g. right in the middle of the guest reprogramming the device, during
 111  guest reboot or shutdown or while the device is waiting for external IO.
 112  It's strongly preferred that migrations do not fail in this situation,
 113  since in the cloud environment migrations might happen automatically to
 114  VMs that the administrator doesn't directly control.
 115
 116- If you do need to fail a migration, ensure that sufficient information
 117  is logged to identify what went wrong.
 118
 119- The destination should treat an incoming migration stream as hostile
 120  (which we do to varying degrees in the existing code).  Check that offsets
 121  into buffers and the like can't cause overruns.  Fail the incoming migration
 122  in the case of a corrupted stream like this.
 123
 124- Take care with internal device state or behaviour that might become
 125  migration version dependent.  For example, the order of PCI capabilities
 126  is required to stay constant across migration.  Another example would
 127  be that a special case handled by subsections (see below) might become
 128  much more common if a default behaviour is changed.
 129
 130- The state of the source should not be changed or destroyed by the
 131  outgoing migration.  Migrations timing out or being failed by
 132  higher levels of management, or failures of the destination host are
 133  not unusual, and in that case the VM is restarted on the source.
 134  Note that the management layer can validly revert the migration
 135  even though the QEMU level of migration has succeeded as long as it
 136  does it before starting execution on the destination.
 137
 138- Buses and devices should be able to explicitly specify addresses when
 139  instantiated, and management tools should use those.  For example,
 140  when hot adding USB devices it's important to specify the ports
 141  and addresses, since implicit ordering based on the command line order
 142  may be different on the destination.  This can result in the
 143  device state being loaded into the wrong device.
 144
 145VMState
 146-------
 147
 148Most device data can be described using the ``VMSTATE`` macros (mostly defined
 149in ``include/migration/vmstate.h``).
 150
 151An example (from hw/input/pckbd.c)
 152
 153.. code:: c
 154
 155  static const VMStateDescription vmstate_kbd = {
 156      .name = "pckbd",
 157      .version_id = 3,
 158      .minimum_version_id = 3,
 159      .fields = (VMStateField[]) {
 160          VMSTATE_UINT8(write_cmd, KBDState),
 161          VMSTATE_UINT8(status, KBDState),
 162          VMSTATE_UINT8(mode, KBDState),
 163          VMSTATE_UINT8(pending, KBDState),
 164          VMSTATE_END_OF_LIST()
 165      }
 166  };
 167
 168We are declaring the state with name "pckbd".
 169The ``version_id`` is 3, and the fields are 4 uint8_t in a KBDState structure.
 170We registered this with:
 171
 172.. code:: c
 173
 174    vmstate_register(NULL, 0, &vmstate_kbd, s);
 175
 176For devices that are ``qdev`` based, we can register the device in the class
 177init function:
 178
 179.. code:: c
 180
 181    dc->vmsd = &vmstate_kbd_isa;
 182
 183The VMState macros take care of ensuring that the device data section
 184is formatted portably (normally big endian) and make some compile time checks
 185against the types of the fields in the structures.
 186
 187VMState macros can include other VMStateDescriptions to store substructures
 188(see ``VMSTATE_STRUCT_``), arrays (``VMSTATE_ARRAY_``) and variable length
 189arrays (``VMSTATE_VARRAY_``).  Various other macros exist for special
 190cases.
 191
 192Note that the format on the wire is still very raw; i.e. a VMSTATE_UINT32
 193ends up with a 4 byte bigendian representation on the wire; in the future
 194it might be possible to use a more structured format.
 195
 196Legacy way
 197----------
 198
 199This way is going to disappear as soon as all current users are ported to VMSTATE;
 200although converting existing code can be tricky, and thus 'soon' is relative.
 201
 202Each device has to register two functions, one to save the state and
 203another to load the state back.
 204
 205.. code:: c
 206
 207  int register_savevm_live(const char *idstr,
 208                           int instance_id,
 209                           int version_id,
 210                           SaveVMHandlers *ops,
 211                           void *opaque);
 212
 213Two functions in the ``ops`` structure are the ``save_state``
 214and ``load_state`` functions.  Notice that ``load_state`` receives a version_id
 215parameter to know what state format is receiving.  ``save_state`` doesn't
 216have a version_id parameter because it always uses the latest version.
 217
 218Note that because the VMState macros still save the data in a raw
 219format, in many cases it's possible to replace legacy code
 220with a carefully constructed VMState description that matches the
 221byte layout of the existing code.
 222
 223Changing migration data structures
 224----------------------------------
 225
 226When we migrate a device, we save/load the state as a series
 227of fields.  Sometimes, due to bugs or new functionality, we need to
 228change the state to store more/different information.  Changing the migration
 229state saved for a device can break migration compatibility unless
 230care is taken to use the appropriate techniques.  In general QEMU tries
 231to maintain forward migration compatibility (i.e. migrating from
 232QEMU n->n+1) and there are users who benefit from backward compatibility
 233as well.
 234
 235Subsections
 236-----------
 237
 238The most common structure change is adding new data, e.g. when adding
 239a newer form of device, or adding that state that you previously
 240forgot to migrate.  This is best solved using a subsection.
 241
 242A subsection is "like" a device vmstate, but with a particularity, it
 243has a Boolean function that tells if that values are needed to be sent
 244or not.  If this functions returns false, the subsection is not sent.
 245Subsections have a unique name, that is looked for on the receiving
 246side.
 247
 248On the receiving side, if we found a subsection for a device that we
 249don't understand, we just fail the migration.  If we understand all
 250the subsections, then we load the state with success.  There's no check
 251that a subsection is loaded, so a newer QEMU that knows about a subsection
 252can (with care) load a stream from an older QEMU that didn't send
 253the subsection.
 254
 255If the new data is only needed in a rare case, then the subsection
 256can be made conditional on that case and the migration will still
 257succeed to older QEMUs in most cases.  This is OK for data that's
 258critical, but in some use cases it's preferred that the migration
 259should succeed even with the data missing.  To support this the
 260subsection can be connected to a device property and from there
 261to a versioned machine type.
 262
 263The 'pre_load' and 'post_load' functions on subsections are only
 264called if the subsection is loaded.
 265
 266One important note is that the outer post_load() function is called "after"
 267loading all subsections, because a newer subsection could change the same
 268value that it uses.  A flag, and the combination of outer pre_load and
 269post_load can be used to detect whether a subsection was loaded, and to
 270fall back on default behaviour when the subsection isn't present.
 271
 272Example:
 273
 274.. code:: c
 275
 276  static bool ide_drive_pio_state_needed(void *opaque)
 277  {
 278      IDEState *s = opaque;
 279
 280      return ((s->status & DRQ_STAT) != 0)
 281          || (s->bus->error_status & BM_STATUS_PIO_RETRY);
 282  }
 283
 284  const VMStateDescription vmstate_ide_drive_pio_state = {
 285      .name = "ide_drive/pio_state",
 286      .version_id = 1,
 287      .minimum_version_id = 1,
 288      .pre_save = ide_drive_pio_pre_save,
 289      .post_load = ide_drive_pio_post_load,
 290      .needed = ide_drive_pio_state_needed,
 291      .fields = (VMStateField[]) {
 292          VMSTATE_INT32(req_nb_sectors, IDEState),
 293          VMSTATE_VARRAY_INT32(io_buffer, IDEState, io_buffer_total_len, 1,
 294                               vmstate_info_uint8, uint8_t),
 295          VMSTATE_INT32(cur_io_buffer_offset, IDEState),
 296          VMSTATE_INT32(cur_io_buffer_len, IDEState),
 297          VMSTATE_UINT8(end_transfer_fn_idx, IDEState),
 298          VMSTATE_INT32(elementary_transfer_size, IDEState),
 299          VMSTATE_INT32(packet_transfer_size, IDEState),
 300          VMSTATE_END_OF_LIST()
 301      }
 302  };
 303
 304  const VMStateDescription vmstate_ide_drive = {
 305      .name = "ide_drive",
 306      .version_id = 3,
 307      .minimum_version_id = 0,
 308      .post_load = ide_drive_post_load,
 309      .fields = (VMStateField[]) {
 310          .... several fields ....
 311          VMSTATE_END_OF_LIST()
 312      },
 313      .subsections = (const VMStateDescription*[]) {
 314          &vmstate_ide_drive_pio_state,
 315          NULL
 316      }
 317  };
 318
 319Here we have a subsection for the pio state.  We only need to
 320save/send this state when we are in the middle of a pio operation
 321(that is what ``ide_drive_pio_state_needed()`` checks).  If DRQ_STAT is
 322not enabled, the values on that fields are garbage and don't need to
 323be sent.
 324
 325Connecting subsections to properties
 326------------------------------------
 327
 328Using a condition function that checks a 'property' to determine whether
 329to send a subsection allows backward migration compatibility when
 330new subsections are added, especially when combined with versioned
 331machine types.
 332
 333For example:
 334
 335   a) Add a new property using ``DEFINE_PROP_BOOL`` - e.g. support-foo and
 336      default it to true.
 337   b) Add an entry to the ``hw_compat_`` for the previous version that sets
 338      the property to false.
 339   c) Add a static bool  support_foo function that tests the property.
 340   d) Add a subsection with a .needed set to the support_foo function
 341   e) (potentially) Add an outer pre_load that sets up a default value
 342      for 'foo' to be used if the subsection isn't loaded.
 343
 344Now that subsection will not be generated when using an older
 345machine type and the migration stream will be accepted by older
 346QEMU versions.
 347
 348Not sending existing elements
 349-----------------------------
 350
 351Sometimes members of the VMState are no longer needed:
 352
 353  - removing them will break migration compatibility
 354
 355  - making them version dependent and bumping the version will break backward migration
 356    compatibility.
 357
 358Adding a dummy field into the migration stream is normally the best way to preserve
 359compatibility.
 360
 361If the field really does need to be removed then:
 362
 363  a) Add a new property/compatibility/function in the same way for subsections above.
 364  b) replace the VMSTATE macro with the _TEST version of the macro, e.g.:
 365
 366   ``VMSTATE_UINT32(foo, barstruct)``
 367
 368   becomes
 369
 370   ``VMSTATE_UINT32_TEST(foo, barstruct, pre_version_baz)``
 371
 372   Sometime in the future when we no longer care about the ancient versions these can be killed off.
 373   Note that for backward compatibility it's important to fill in the structure with
 374   data that the destination will understand.
 375
 376Any difference in the predicates on the source and destination will end up
 377with different fields being enabled and data being loaded into the wrong
 378fields; for this reason conditional fields like this are very fragile.
 379
 380Versions
 381--------
 382
 383Version numbers are intended for major incompatible changes to the
 384migration of a device, and using them breaks backward-migration
 385compatibility; in general most changes can be made by adding Subsections
 386(see above) or _TEST macros (see above) which won't break compatibility.
 387
 388Each version is associated with a series of fields saved.  The ``save_state`` always saves
 389the state as the newer version.  But ``load_state`` sometimes is able to
 390load state from an older version.
 391
 392You can see that there are several version fields:
 393
 394- ``version_id``: the maximum version_id supported by VMState for that device.
 395- ``minimum_version_id``: the minimum version_id that VMState is able to understand
 396  for that device.
 397- ``minimum_version_id_old``: For devices that were not able to port to vmstate, we can
 398  assign a function that knows how to read this old state. This field is
 399  ignored if there is no ``load_state_old`` handler.
 400
 401VMState is able to read versions from minimum_version_id to
 402version_id.  And the function ``load_state_old()`` (if present) is able to
 403load state from minimum_version_id_old to minimum_version_id.  This
 404function is deprecated and will be removed when no more users are left.
 405
 406There are *_V* forms of many ``VMSTATE_`` macros to load fields for version dependent fields,
 407e.g.
 408
 409.. code:: c
 410
 411   VMSTATE_UINT16_V(ip_id, Slirp, 2),
 412
 413only loads that field for versions 2 and newer.
 414
 415Saving state will always create a section with the 'version_id' value
 416and thus can't be loaded by any older QEMU.
 417
 418Massaging functions
 419-------------------
 420
 421Sometimes, it is not enough to be able to save the state directly
 422from one structure, we need to fill the correct values there.  One
 423example is when we are using kvm.  Before saving the cpu state, we
 424need to ask kvm to copy to QEMU the state that it is using.  And the
 425opposite when we are loading the state, we need a way to tell kvm to
 426load the state for the cpu that we have just loaded from the QEMUFile.
 427
 428The functions to do that are inside a vmstate definition, and are called:
 429
 430- ``int (*pre_load)(void *opaque);``
 431
 432  This function is called before we load the state of one device.
 433
 434- ``int (*post_load)(void *opaque, int version_id);``
 435
 436  This function is called after we load the state of one device.
 437
 438- ``int (*pre_save)(void *opaque);``
 439
 440  This function is called before we save the state of one device.
 441
 442- ``int (*post_save)(void *opaque);``
 443
 444  This function is called after we save the state of one device
 445  (even upon failure, unless the call to pre_save returned an error).
 446
 447Example: You can look at hpet.c, that uses the first three functions
 448to massage the state that is transferred.
 449
 450The ``VMSTATE_WITH_TMP`` macro may be useful when the migration
 451data doesn't match the stored device data well; it allows an
 452intermediate temporary structure to be populated with migration
 453data and then transferred to the main structure.
 454
 455If you use memory API functions that update memory layout outside
 456initialization (i.e., in response to a guest action), this is a strong
 457indication that you need to call these functions in a ``post_load`` callback.
 458Examples of such memory API functions are:
 459
 460  - memory_region_add_subregion()
 461  - memory_region_del_subregion()
 462  - memory_region_set_readonly()
 463  - memory_region_set_nonvolatile()
 464  - memory_region_set_enabled()
 465  - memory_region_set_address()
 466  - memory_region_set_alias_offset()
 467
 468Iterative device migration
 469--------------------------
 470
 471Some devices, such as RAM, Block storage or certain platform devices,
 472have large amounts of data that would mean that the CPUs would be
 473paused for too long if they were sent in one section.  For these
 474devices an *iterative* approach is taken.
 475
 476The iterative devices generally don't use VMState macros
 477(although it may be possible in some cases) and instead use
 478qemu_put_*/qemu_get_* macros to read/write data to the stream.  Specialist
 479versions exist for high bandwidth IO.
 480
 481
 482An iterative device must provide:
 483
 484  - A ``save_setup`` function that initialises the data structures and
 485    transmits a first section containing information on the device.  In the
 486    case of RAM this transmits a list of RAMBlocks and sizes.
 487
 488  - A ``load_setup`` function that initialises the data structures on the
 489    destination.
 490
 491  - A ``save_live_pending`` function that is called repeatedly and must
 492    indicate how much more data the iterative data must save.  The core
 493    migration code will use this to determine when to pause the CPUs
 494    and complete the migration.
 495
 496  - A ``save_live_iterate`` function (called after ``save_live_pending``
 497    when there is significant data still to be sent).  It should send
 498    a chunk of data until the point that stream bandwidth limits tell it
 499    to stop.  Each call generates one section.
 500
 501  - A ``save_live_complete_precopy`` function that must transmit the
 502    last section for the device containing any remaining data.
 503
 504  - A ``load_state`` function used to load sections generated by
 505    any of the save functions that generate sections.
 506
 507  - ``cleanup`` functions for both save and load that are called
 508    at the end of migration.
 509
 510Note that the contents of the sections for iterative migration tend
 511to be open-coded by the devices; care should be taken in parsing
 512the results and structuring the stream to make them easy to validate.
 513
 514Device ordering
 515---------------
 516
 517There are cases in which the ordering of device loading matters; for
 518example in some systems where a device may assert an interrupt during loading,
 519if the interrupt controller is loaded later then it might lose the state.
 520
 521Some ordering is implicitly provided by the order in which the machine
 522definition creates devices, however this is somewhat fragile.
 523
 524The ``MigrationPriority`` enum provides a means of explicitly enforcing
 525ordering.  Numerically higher priorities are loaded earlier.
 526The priority is set by setting the ``priority`` field of the top level
 527``VMStateDescription`` for the device.
 528
 529Stream structure
 530================
 531
 532The stream tries to be word and endian agnostic, allowing migration between hosts
 533of different characteristics running the same VM.
 534
 535  - Header
 536
 537    - Magic
 538    - Version
 539    - VM configuration section
 540
 541       - Machine type
 542       - Target page bits
 543  - List of sections
 544    Each section contains a device, or one iteration of a device save.
 545
 546    - section type
 547    - section id
 548    - ID string (First section of each device)
 549    - instance id (First section of each device)
 550    - version id (First section of each device)
 551    - <device data>
 552    - Footer mark
 553  - EOF mark
 554  - VM Description structure
 555    Consisting of a JSON description of the contents for analysis only
 556
 557The ``device data`` in each section consists of the data produced
 558by the code described above.  For non-iterative devices they have a single
 559section; iterative devices have an initial and last section and a set
 560of parts in between.
 561Note that there is very little checking by the common code of the integrity
 562of the ``device data`` contents, that's up to the devices themselves.
 563The ``footer mark`` provides a little bit of protection for the case where
 564the receiving side reads more or less data than expected.
 565
 566The ``ID string`` is normally unique, having been formed from a bus name
 567and device address, PCI devices and storage devices hung off PCI controllers
 568fit this pattern well.  Some devices are fixed single instances (e.g. "pc-ram").
 569Others (especially either older devices or system devices which for
 570some reason don't have a bus concept) make use of the ``instance id``
 571for otherwise identically named devices.
 572
 573Return path
 574-----------
 575
 576Only a unidirectional stream is required for normal migration, however a
 577``return path`` can be created when bidirectional communication is desired.
 578This is primarily used by postcopy, but is also used to return a success
 579flag to the source at the end of migration.
 580
 581``qemu_file_get_return_path(QEMUFile* fwdpath)`` gives the QEMUFile* for the return
 582path.
 583
 584  Source side
 585
 586     Forward path - written by migration thread
 587     Return path  - opened by main thread, read by return-path thread
 588
 589  Destination side
 590
 591     Forward path - read by main thread
 592     Return path  - opened by main thread, written by main thread AND postcopy
 593     thread (protected by rp_mutex)
 594
 595Postcopy
 596========
 597
 598'Postcopy' migration is a way to deal with migrations that refuse to converge
 599(or take too long to converge) its plus side is that there is an upper bound on
 600the amount of migration traffic and time it takes, the down side is that during
 601the postcopy phase, a failure of *either* side or the network connection causes
 602the guest to be lost.
 603
 604In postcopy the destination CPUs are started before all the memory has been
 605transferred, and accesses to pages that are yet to be transferred cause
 606a fault that's translated by QEMU into a request to the source QEMU.
 607
 608Postcopy can be combined with precopy (i.e. normal migration) so that if precopy
 609doesn't finish in a given time the switch is made to postcopy.
 610
 611Enabling postcopy
 612-----------------
 613
 614To enable postcopy, issue this command on the monitor (both source and
 615destination) prior to the start of migration:
 616
 617``migrate_set_capability postcopy-ram on``
 618
 619The normal commands are then used to start a migration, which is still
 620started in precopy mode.  Issuing:
 621
 622``migrate_start_postcopy``
 623
 624will now cause the transition from precopy to postcopy.
 625It can be issued immediately after migration is started or any
 626time later on.  Issuing it after the end of a migration is harmless.
 627
 628Blocktime is a postcopy live migration metric, intended to show how
 629long the vCPU was in state of interruptible sleep due to pagefault.
 630That metric is calculated both for all vCPUs as overlapped value, and
 631separately for each vCPU. These values are calculated on destination
 632side.  To enable postcopy blocktime calculation, enter following
 633command on destination monitor:
 634
 635``migrate_set_capability postcopy-blocktime on``
 636
 637Postcopy blocktime can be retrieved by query-migrate qmp command.
 638postcopy-blocktime value of qmp command will show overlapped blocking
 639time for all vCPU, postcopy-vcpu-blocktime will show list of blocking
 640time per vCPU.
 641
 642.. note::
 643  During the postcopy phase, the bandwidth limits set using
 644  ``migrate_set_parameter`` is ignored (to avoid delaying requested pages that
 645  the destination is waiting for).
 646
 647Postcopy device transfer
 648------------------------
 649
 650Loading of device data may cause the device emulation to access guest RAM
 651that may trigger faults that have to be resolved by the source, as such
 652the migration stream has to be able to respond with page data *during* the
 653device load, and hence the device data has to be read from the stream completely
 654before the device load begins to free the stream up.  This is achieved by
 655'packaging' the device data into a blob that's read in one go.
 656
 657Source behaviour
 658----------------
 659
 660Until postcopy is entered the migration stream is identical to normal
 661precopy, except for the addition of a 'postcopy advise' command at
 662the beginning, to tell the destination that postcopy might happen.
 663When postcopy starts the source sends the page discard data and then
 664forms the 'package' containing:
 665
 666   - Command: 'postcopy listen'
 667   - The device state
 668
 669     A series of sections, identical to the precopy streams device state stream
 670     containing everything except postcopiable devices (i.e. RAM)
 671   - Command: 'postcopy run'
 672
 673The 'package' is sent as the data part of a Command: ``CMD_PACKAGED``, and the
 674contents are formatted in the same way as the main migration stream.
 675
 676During postcopy the source scans the list of dirty pages and sends them
 677to the destination without being requested (in much the same way as precopy),
 678however when a page request is received from the destination, the dirty page
 679scanning restarts from the requested location.  This causes requested pages
 680to be sent quickly, and also causes pages directly after the requested page
 681to be sent quickly in the hope that those pages are likely to be used
 682by the destination soon.
 683
 684Destination behaviour
 685---------------------
 686
 687Initially the destination looks the same as precopy, with a single thread
 688reading the migration stream; the 'postcopy advise' and 'discard' commands
 689are processed to change the way RAM is managed, but don't affect the stream
 690processing.
 691
 692::
 693
 694  ------------------------------------------------------------------------------
 695                          1      2   3     4 5                      6   7
 696  main -----DISCARD-CMD_PACKAGED ( LISTEN  DEVICE     DEVICE DEVICE RUN )
 697  thread                             |       |
 698                                     |     (page request)
 699                                     |        \___
 700                                     v            \
 701  listen thread:                     --- page -- page -- page -- page -- page --
 702
 703                                     a   b        c
 704  ------------------------------------------------------------------------------
 705
 706- On receipt of ``CMD_PACKAGED`` (1)
 707
 708   All the data associated with the package - the ( ... ) section in the diagram -
 709   is read into memory, and the main thread recurses into qemu_loadvm_state_main
 710   to process the contents of the package (2) which contains commands (3,6) and
 711   devices (4...)
 712
 713- On receipt of 'postcopy listen' - 3 -(i.e. the 1st command in the package)
 714
 715   a new thread (a) is started that takes over servicing the migration stream,
 716   while the main thread carries on loading the package.   It loads normal
 717   background page data (b) but if during a device load a fault happens (5)
 718   the returned page (c) is loaded by the listen thread allowing the main
 719   threads device load to carry on.
 720
 721- The last thing in the ``CMD_PACKAGED`` is a 'RUN' command (6)
 722
 723   letting the destination CPUs start running.  At the end of the
 724   ``CMD_PACKAGED`` (7) the main thread returns to normal running behaviour and
 725   is no longer used by migration, while the listen thread carries on servicing
 726   page data until the end of migration.
 727
 728Postcopy states
 729---------------
 730
 731Postcopy moves through a series of states (see postcopy_state) from
 732ADVISE->DISCARD->LISTEN->RUNNING->END
 733
 734 - Advise
 735
 736    Set at the start of migration if postcopy is enabled, even
 737    if it hasn't had the start command; here the destination
 738    checks that its OS has the support needed for postcopy, and performs
 739    setup to ensure the RAM mappings are suitable for later postcopy.
 740    The destination will fail early in migration at this point if the
 741    required OS support is not present.
 742    (Triggered by reception of POSTCOPY_ADVISE command)
 743
 744 - Discard
 745
 746    Entered on receipt of the first 'discard' command; prior to
 747    the first Discard being performed, hugepages are switched off
 748    (using madvise) to ensure that no new huge pages are created
 749    during the postcopy phase, and to cause any huge pages that
 750    have discards on them to be broken.
 751
 752 - Listen
 753
 754    The first command in the package, POSTCOPY_LISTEN, switches
 755    the destination state to Listen, and starts a new thread
 756    (the 'listen thread') which takes over the job of receiving
 757    pages off the migration stream, while the main thread carries
 758    on processing the blob.  With this thread able to process page
 759    reception, the destination now 'sensitises' the RAM to detect
 760    any access to missing pages (on Linux using the 'userfault'
 761    system).
 762
 763 - Running
 764
 765    POSTCOPY_RUN causes the destination to synchronise all
 766    state and start the CPUs and IO devices running.  The main
 767    thread now finishes processing the migration package and
 768    now carries on as it would for normal precopy migration
 769    (although it can't do the cleanup it would do as it
 770    finishes a normal migration).
 771
 772 - End
 773
 774    The listen thread can now quit, and perform the cleanup of migration
 775    state, the migration is now complete.
 776
 777Source side page maps
 778---------------------
 779
 780The source side keeps two bitmaps during postcopy; 'the migration bitmap'
 781and 'unsent map'.  The 'migration bitmap' is basically the same as in
 782the precopy case, and holds a bit to indicate that page is 'dirty' -
 783i.e. needs sending.  During the precopy phase this is updated as the CPU
 784dirties pages, however during postcopy the CPUs are stopped and nothing
 785should dirty anything any more.
 786
 787The 'unsent map' is used for the transition to postcopy. It is a bitmap that
 788has a bit cleared whenever a page is sent to the destination, however during
 789the transition to postcopy mode it is combined with the migration bitmap
 790to form a set of pages that:
 791
 792   a) Have been sent but then redirtied (which must be discarded)
 793   b) Have not yet been sent - which also must be discarded to cause any
 794      transparent huge pages built during precopy to be broken.
 795
 796Note that the contents of the unsentmap are sacrificed during the calculation
 797of the discard set and thus aren't valid once in postcopy.  The dirtymap
 798is still valid and is used to ensure that no page is sent more than once.  Any
 799request for a page that has already been sent is ignored.  Duplicate requests
 800such as this can happen as a page is sent at about the same time the
 801destination accesses it.
 802
 803Postcopy with hugepages
 804-----------------------
 805
 806Postcopy now works with hugetlbfs backed memory:
 807
 808  a) The linux kernel on the destination must support userfault on hugepages.
 809  b) The huge-page configuration on the source and destination VMs must be
 810     identical; i.e. RAMBlocks on both sides must use the same page size.
 811  c) Note that ``-mem-path /dev/hugepages``  will fall back to allocating normal
 812     RAM if it doesn't have enough hugepages, triggering (b) to fail.
 813     Using ``-mem-prealloc`` enforces the allocation using hugepages.
 814  d) Care should be taken with the size of hugepage used; postcopy with 2MB
 815     hugepages works well, however 1GB hugepages are likely to be problematic
 816     since it takes ~1 second to transfer a 1GB hugepage across a 10Gbps link,
 817     and until the full page is transferred the destination thread is blocked.
 818
 819Postcopy with shared memory
 820---------------------------
 821
 822Postcopy migration with shared memory needs explicit support from the other
 823processes that share memory and from QEMU. There are restrictions on the type of
 824memory that userfault can support shared.
 825
 826The Linux kernel userfault support works on ``/dev/shm`` memory and on ``hugetlbfs``
 827(although the kernel doesn't provide an equivalent to ``madvise(MADV_DONTNEED)``
 828for hugetlbfs which may be a problem in some configurations).
 829
 830The vhost-user code in QEMU supports clients that have Postcopy support,
 831and the ``vhost-user-bridge`` (in ``tests/``) and the DPDK package have changes
 832to support postcopy.
 833
 834The client needs to open a userfaultfd and register the areas
 835of memory that it maps with userfault.  The client must then pass the
 836userfaultfd back to QEMU together with a mapping table that allows
 837fault addresses in the clients address space to be converted back to
 838RAMBlock/offsets.  The client's userfaultfd is added to the postcopy
 839fault-thread and page requests are made on behalf of the client by QEMU.
 840QEMU performs 'wake' operations on the client's userfaultfd to allow it
 841to continue after a page has arrived.
 842
 843.. note::
 844  There are two future improvements that would be nice:
 845    a) Some way to make QEMU ignorant of the addresses in the clients
 846       address space
 847    b) Avoiding the need for QEMU to perform ufd-wake calls after the
 848       pages have arrived
 849
 850Retro-fitting postcopy to existing clients is possible:
 851  a) A mechanism is needed for the registration with userfault as above,
 852     and the registration needs to be coordinated with the phases of
 853     postcopy.  In vhost-user extra messages are added to the existing
 854     control channel.
 855  b) Any thread that can block due to guest memory accesses must be
 856     identified and the implication understood; for example if the
 857     guest memory access is made while holding a lock then all other
 858     threads waiting for that lock will also be blocked.
 859
 860Firmware
 861========
 862
 863Migration migrates the copies of RAM and ROM, and thus when running
 864on the destination it includes the firmware from the source. Even after
 865resetting a VM, the old firmware is used.  Only once QEMU has been restarted
 866is the new firmware in use.
 867
 868- Changes in firmware size can cause changes in the required RAMBlock size
 869  to hold the firmware and thus migration can fail.  In practice it's best
 870  to pad firmware images to convenient powers of 2 with plenty of space
 871  for growth.
 872
 873- Care should be taken with device emulation code so that newer
 874  emulation code can work with older firmware to allow forward migration.
 875
 876- Care should be taken with newer firmware so that backward migration
 877  to older systems with older device emulation code will work.
 878
 879In some cases it may be best to tie specific firmware versions to specific
 880versioned machine types to cut down on the combinations that will need
 881support.  This is also useful when newer versions of firmware outgrow
 882the padding.
 883
 884