Linux page allocation - memory-management

In linux if malloc can't allocate data chunk from preallocated page. it uses mmap() or brk() to assign new pages. I wanted to clarify a few things :
I don't understand the following statment , I thought that when I use mmap() or brk() the kernel maps me a whole page. but the allocator alocates me only what I asked for from that new page? In this case trying to access unallocated space (In the newly mapped page) will not cause a page fault? (I understand that its not recommended )
The libc allocator manages each page: slicing them into smaller blocks, assigning them to processes, freeing them, and so on. For example, if your program uses 4097 bytes total, you need to use two pages, even though in reality the allocator gives you somewhere between 4105 to 4109 bytes
How does the allocator knows the VMA bounders ?(I assume no system call used) because the VMA struct that hold that information can only get accessed from kernel mode?

The system-level memory allocation (via mmap and brk) is all page-aligned and page-sized. This means if you use malloc (or other libc API that allocates memory) some small amount of memory (say 10 bytes), you are guaranteed that all the other bytes on that page of memory are readable without triggering a page fault.
Malloc and family do their own bookkeeping within the pages returned from the OS, so the mmap'd pages used by libc also contain a bunch of malloc metadata, in addition to whatever space you've allocated.
The libc allocator knows where everything is because it invokes the brk() and mmap() calls. If it invokes mmap() it passes in a size, and the kernel returns a start address. Then the libc allocator just stores those values in its metadata.
Doug Lea's malloc implementation is a very, very well documented memory allocator implementation and its comments will shed a lot of light on how allocators work in general:
http://g.oswego.edu/dl/html/malloc.html

Related

Memory allocation under uCOS-III

I'm developing a C-library to be used under uCOS-III. The CPU is an ARM Cortex M4 SAM4C. Within the library I want to use a third party product X, whose particular name is not relevant here. The source code for X is completely available and compiles without problems.
Inside X a lot of memory allocations are executed, using calloc() and free().
The problem is, that plain usage of malloc is not advisable for embedded systems, because of memory fragmentation. The documentation for uCOS-III explicitly advises against using malloc - instead OSMemCreate/OSMemGet/OSMemPut shall be used to allocate and free chunks of memory out of a statically allocated memory block.
Question-1:
What is the general advice to get around the "standard implementation" of malloc? I would prefer a kind of malloc, where I have access to a fixed memory pool (e.g. dedicated for a special task)
Question-2:
How should OSMemCreate() be used correctly? I have first to initialize a memory partition with a certain block size. The amount of requested memory is between 4 Bytes and about 800 bytes. I can get blocks on request, but with fixed size. If block-size=4 I cannot allocate 16 Bytes, since blocks are not contiguous in memory. If block-size=800 and I need only 4 bytes, most of the block is left unused and I will very soon run out of blocks.
So I don't know, how to solve my original problem by use of OSMemCreate...
Can anybody give me an advice how I could proceed?
Many thanks,
Michael
1) Don't link with the standard library version of malloc/free. Instead create your own implementation of malloc/free that serves as a wrapper to OSMemGet/OSMemPut.
2) You can create more than one memory partition with OSMemCreate. Create small, medium, and large partitions that hold block sizes which are tuned for your application to reduce waste.
If you want malloc to get an appropriately sized block from your various memory partitions then you'll have to invent some magic so that free returns the block to the appropriate memory partition. (Perhaps malloc allocates an extra word, stores the pointer to the memory partition in the first word, and then returns the address after the word where the pointer is stored. Then free knows to get the memory partition pointer from the preceding word.)
An alternative to using malloc/free is to rewrite that code to use statically allocated variables or call OSMemGet/OSMemPut directly.

windows memory management: Difference between VirtualAlloc() and heap functions [duplicate]

There are lots of method to allocate memory in Windows environment, such as VirtualAlloc, HeapAlloc, malloc, new.
Thus, what's the difference among them?
Each API is for different uses. Each one also requires that you use the correct deallocation/freeing function when you're done with the memory.
VirtualAlloc
A low-level, Windows API that provides lots of options, but is mainly useful for people in fairly specific situations. Can only allocate memory in (edit: not 4KB) larger chunks. There are situations where you need it, but you'll know when you're in one of these situations. One of the most common is if you have to share memory directly with another process. Don't use it for general-purpose memory allocation. Use VirtualFree to deallocate.
HeapAlloc
Allocates whatever size of memory you ask for, not in big chunks than VirtualAlloc. HeapAlloc knows when it needs to call VirtualAlloc and does so for you automatically. Like malloc, but is Windows-only, and provides a couple more options. Suitable for allocating general chunks of memory. Some Windows APIs may require that you use this to allocate memory that you pass to them, or use its companion HeapFree to free memory that they return to you.
malloc
The C way of allocating memory. Prefer this if you are writing in C rather than C++, and you want your code to work on e.g. Unix computers too, or someone specifically says that you need to use it. Doesn't initialise the memory. Suitable for allocating general chunks of memory, like HeapAlloc. A simple API. Use free to deallocate. Visual C++'s malloc calls HeapAlloc.
new
The C++ way of allocating memory. Prefer this if you are writing in C++. It puts an object or objects into the allocated memory, too. Use delete to deallocate (or delete[] for arrays). Visual studio's new calls HeapAlloc, and then maybe initialises the objects, depending on how you call it.
In recent C++ standards (C++11 and above), if you have to manually use delete, you're doing it wrong and should use a smart pointer like unique_ptr instead. From C++14 onwards, the same can be said of new (replaced with functions such as make_unique()).
There are also a couple of other similar functions like SysAllocString that you may be told you have to use in specific circumstances.
It is very important to understand the distinction between memory allocation APIs (in Windows) if you plan on using a language that requires memory management (like C or C++.) And the best way to illustrate it IMHO is with a diagram:
Note that this is a very simplified, Windows-specific view.
The way to understand this diagram is that the higher on the diagram a memory allocation method is, the higher level implementation it uses. But let's start from the bottom.
Kernel-Mode Memory Manager
It provides all memory reservations & allocations for the operating system, as well as support for memory-mapped files, shared memory, copy-on-write operations, etc. It's not directly accessible from the user-mode code, so I'll skip it here.
VirtualAlloc / VirtualFree
These are the lowest level APIs available from the user mode. The VirtualAlloc function basically invokes ZwAllocateVirtualMemory that in turn does a quick syscall to ring0 to relegate further processing to the kernel memory manager. It is also the fastest method to reserve/allocate block of new memory from all available in the user mode.
But it comes with two main conditions:
It only allocates memory blocks aligned on the system granularity boundary.
It only allocates memory blocks of the size that is the multiple of the system granularity.
So what is this system granularity? You can get it by calling GetSystemInfo. It is returned as the dwAllocationGranularity parameter. Its value is implementation (and possibly hardware) specific, but on many 64-bit Windows systems it is set at 0x10000 bytes, or 64K.
So what all this means, is that if you try to allocate, say just an 8 byte memory block with VirtualAlloc:
void* pAddress = VirtualAlloc(NULL, 8, MEM_COMMIT | MEM_RESERVE, PAGE_READWRITE);
If successful, pAddress will be aligned on the 0x10000 byte boundary. And even though you requested only 8 bytes, the actual memory block that you will get will be the entire page (or, something like 4K bytes. The exact page size is returned in the dwPageSize parameter.) But, on top of that, the entire memory block spanning 0x10000 bytes (or 64K in most cases) from pAddress will not be available for any further allocations. So in a sense, by allocating 8 bytes you could as well be asking for 65536.
So the moral of the story here is not to substitute VirtualAlloc for generic memory allocations in your application. It must be used for very specific cases, as is done with the heap below. (Usually for reserving/allocating large blocks of memory.)
Using VirtualAlloc incorrectly can lead to severe memory fragmentation.
HeapCreate / HeapAlloc / HeapFree / HeapDestroy
In a nutshell, the heap functions are basically a wrapper for VirtualAlloc function. Other answers here provide a pretty good concept of it. I'll add that, in a very simplistic view, the way heap works is this:
HeapCreate reserves a large block of virtual memory by calling VirtualAlloc internally (or ZwAllocateVirtualMemory to be specific). It also sets up an internal data structure that can track further smaller size allocations within the reserved block of virtual memory.
Any calls to HeapAlloc and HeapFree do not actually allocate/free any new memory (unless, of course the request exceeds what has been already reserved in HeapCreate) but instead they meter out (or commit) a previously reserved large chunk, by dissecting it into smaller memory blocks that a user requests.
HeapDestroy in turn calls VirtualFree that actually frees the virtual memory.
So all this makes heap functions perfect candidates for generic memory allocations in your application. It is great for arbitrary size memory allocations. But a small price to pay for the convenience of the heap functions is that they introduce a slight overhead over VirtualAlloc when reserving larger blocks of memory.
Another good thing about heap is that you don't really need to create one. It is generally created for you when your process starts. So one can access it by calling GetProcessHeap function.
malloc / free
Is a language-specific wrapper for the heap functions. Unlike HeapAlloc, HeapFree, etc. these functions will work not only if your code is compiled for Windows, but also for other operating systems (such as Linux, etc.)
This is a recommended way to allocate/free memory if you program in C. (Unless, you're coding a specific kernel mode device driver.)
new / delete
Come as a high level (well, for C++) memory management operators. They are specific for the C++ language, and like malloc for C, are also the wrappers for the heap functions. They also have a whole bunch of their own code that deals C++-specific initialization of constructors, deallocation in destructors, raising an exception, etc.
These functions are a recommended way to allocate/free memory and objects if you program in C++.
Lastly, one comment I want to make about what has been said in other responses about using VirtualAlloc to share memory between processes. VirtualAlloc by itself does not allow sharing of its reserved/allocated memory with other processes. For that one needs to use CreateFileMapping API that can create a named virtual memory block that can be shared with other processes. It can also map a file on disk into virtual memory for read/write access. But that is another topic.
VirtualAlloc is a specialized allocation of the OS virtual memory (VM) system. Allocations in the VM system must be made at an allocation granularity which (the allocation granularity) is architecture dependent. Allocation in the VM system is one of the most basic forms of memory allocation. VM allocations can take several forms, memory is not necessarily dedicated or physically backed in RAM (though it can be). VM allocation is typically a special purpose type of allocation, either because of the allocation has to
be very large,
needs to be shared,
must be aligned on a particular value (performance reasons) or
the caller need not use all of this memory at once...
etc...
HeapAlloc is essentially what malloc and new both eventually call. It is designed to be very fast and usable under many different types of scenarios of a general purpose allocation. It is the "Heap" in a classic sense. Heaps are actually setup by a VirtualAlloc, which is what is used to initially reserve allocation space from the OS. After the space is initialized by VirtualAlloc, various tables, lists and other data structures are configured to maintain and control the operation of the HEAP. Some of that operation is in the form of dynamically sizing (growing and shrinking) the heap, adapting the heap to particular usages (frequent allocations of some size), etc..
new and malloc are somewhat the same, malloc is essentially an exact call into HeapAlloc( heap-id-default ); new however, can [additionally] configure the allocated memory for C++ objects. For a given object, C++ will store vtables on the heap for each caller. These vtables are redirects for execution and form part of what gives C++ it's OO characteristics like inheritance, function overloading, etc...
Some other common allocation methods like _alloca() and _malloca() are stack based; FileMappings are really allocated with VirtualAlloc and set with particular bit flags which designate those mappings to be of type FILE.
Most of the time, you should allocate memory in a way which is consistent with the use of that memory ;). new in C++, malloc for C, VirtualAlloc for massive or IPC cases.
*** Note, large memory allocations done by HeapAlloc are actually shipped off to VirtualAlloc after some size (couple hundred k or 16 MB or something I forget, but fairly big :) ).
*** EDIT
I briefly remarked about IPC and VirtualAlloc, there is also something very neat about a related VirtualAlloc which none of the responders to this question have discussed.
VirtualAllocEx is what one process can use to allocate memory in an address space of a different process. Most typically, this is used in combination to get remote execution in the context of another process via CreateRemoteThread (similar to CreateThread, the thread is just run in the other process).
In outline:
VirtualAlloc, HeapAlloc etc. are Windows APIs that allocate memory of various types from the OS directly. VirtualAlloc manages pages in the Windows virtual memory system, while HeapAlloc allocates from a specific OS heap. Frankly, you are unlikely to ever need to use eiither of them.
malloc is a Standard C (and C++) library function that allocates memory to your process. Implementations of malloc will typically use one of the OS APIs to create a pool of memory when your app starts and then allocate from it as you make malloc requests
new is a Standard C++ operator which allocates memory and then calls constructors appropriately on that memory. It may be implemented in terms of malloc or in terms of the OS APIs, in which case it too will typically create a memory pool on application startup.
VirtualAlloc ===> sbrk() under UNIX
HeapAlloc ====> malloc() under UNIX
VirtualAlloc => Allocates straight into virtual memory, you reserve/commit in blocks. This is great for large allocations, for example large arrays.
HeapAlloc / new => allocates the memory on the default heap (or any other heap that you may create). This allocates per object and is great for smaller objects. The default heap is serializable therefore it has guarantee thread allocation (this can cause some issues on high performance scenarios and that's why you can create your own heaps).
malloc => uses the C runtime heap, similar to HeapAlloc but it is common for compatibility scenarios.
In a nutshell, the heap is just a chunk of virtual memory that is governed by a heap manager (rather than raw virtual memory)
The last model on the memory world is memory mapped files, this scenario is great for large chunk of data (like large files). This is used internally when you open an EXE (it does not load the EXE in memory, just creates a memory mapped file).

map a buffer from Kernel to User space allocated by another module

I am developing a Linux kernel driver on 3.4. The purpose of this driver is to provide a mmap interface to Userspace from a buffer allocated in an other kernel module likely using kzalloc() (more details below). The pointer provided by mmap must point to the first address of this buffer.
I get the physical address from virt_to_phys(). I give this address right shifted by PAGE_SHIFT to remap_pfn_range() in my mmap fops call.
It is working for now but it looks to me that I am not doing the things properly because nothing ensure me that my buffer is at the top of the page (correct me if I am wrong). Maybe mmap()ing is not the right solution? I have already read the chapter 15 of LDD3 but maybe I am missing something?
Details:
The buffer is in fact a shared memory region allocated by the remoteproc module. This region is used within an asymetric multiprocessing design (OMAP4). I can get this buffer thanks to the rproc_da_to_va() call. That is why there is no way to use something like get_free_pages().
Regards
Kev
Yes, you're correct: there is no guarantee that the allocated memory is at the beginning of a page. And no simple way for you to both guarantee that and to make it truly shared memory.
Obviously you could (a) copy the data from the kzalloc'd address to a newly allocated page and insert that into the mmap'ing process' virtual address space, but then it's not shared with the original datum created by the other kernel module.
You could also (b) map the actual page being allocated by the other module into the process' memory map but it's not guaranteed to be on a page boundary and you'd also be sharing whatever other kernel data happened to reside in that page (which is both a security issue and a potential source of kernel data corruption by the user-space process into which you're sharing the page).
I suppose you could (c) modify the memory manager to return every piece of allocated data at the beginning of a page. This would work, but then every time a driver wants to allocate 12 bytes for some small structure, it will in fact be allocating 4K bytes (or whatever your page size is). That's going to waste a huge amount of memory.
There is simply no way to trick the processor into making the memory appear to be at two different offsets within a page. It's not physically possible.
Your best bet is probably to (d) modify the other driver to allocate the specific bits of data that you want to make shared in a way that ensures alignment on a page boundary (i.e. something you write to replace kzalloc).

Requesting memory more than available

Suppose there is 50 MB to allocate and there is this for loop which allocates memory in each iteration. What happens when the following for loop runs.
for(int i=0; i < 20; i++)
{
int *p = malloc(5MB);
}
I was asked this question in an interview. Can someone guide me on this and direct me to the necessary topics which I must learn in order to understand such situations.
If this is a system utilising virtual memory then the situation is obviously more complex than malloc simply failing and returning null pointers. In this case the malloc call will result in allocation of pages of memory in the virtual address space. When this memory is accessed a page fault will result, control will be given to the os memory manager, and this will map the virtual memory pages to pages of physical memory. When the physical memory available is full then the memory manager will generally handle further page faults by writing data which is currently in physical memory into disk backing (or simply discarding this data if it is already backed by a disk file), and then remapping this now available physical memory for the virtual memory page which originally resulted in the page fault. Any attempts to access virtual address pages which have previously been written out to disk backing will result in a similar process occurring.
Wikipedia contains a reasonably basic overview of this process (http://en.wikipedia.org/wiki/Paging), including some implementation details for different os's. More detailed information is available from a number of other sources, eg. the intel architectures software development manuals (http://www.intel.com/content/www/us/en/processors/architectures-software-developer-manuals.html)
According to documentation for malloc (eg. http://www.cplusplus.com/reference/cstdlib/malloc/) you will get a pointer to a memory block of 5MB (noting that the argument for malloc should be the number of bytes required, not MB..) the first 10 times (maybe 9 times if there is overhead associated with the malloc'ed space which is taken out of the 50MB available), and a pointer to this space will be returned. Following this further 5MB chunks of memory will not be available, and malloc will fail, returning a null pointer.

Why is the kernel concerned about issuing PHYSICALLY contiguous pages?

When a process requests physical memory pages from the Linux kernel, the kernel does its best to provide a block of pages that are physically contiguous in memory. I was wondering why it matters that the pages are PHYSICALLY contiguous; after all, the kernel can obscure this fact by simply providing pages that are VIRTUALLY contiguous.
Yet the kernel certainly tries its hardest to provide pages that are PHYSICALLY contiguous, so I'm trying to figure out why physical contiguity matters so much. I did some research &, across a few sources, uncovered the following reasons:
1) makes better use of the cache & achieves lower avg memory access times (GigaQuantum: I don’t understand: how?)
2) you have to fiddle with the kernel page tables in order to map pages that AREN’T physically contiguous (GigaQuantum: I don’t understand this one: isn’t each page mapped separately? What fiddling has to be done?)
3) mapping pages that aren’t physically contiguous leads to greater TLB thrashing (GigaQuantum: I don’t understand: how?)
Per the comments I inserted, I don't really understand these 3 reasons. Nor did any of my research sources adequately explain/justify these 3 reasons. Can anyone explain these in a little more detail?
Thanks! Will help me to better understand the kernel...
The main answer really lies in your second point. Typically, when memory is allocated within the kernel, it isn't mapped at allocation time - instead, the kernel maps as much physical memory as it can up-front, using a simple linear mapping. At allocation time it just carves out some of this memory for the allocation - since the mapping isn't changed, it has to already be contiguous.
The large, linear mapping of physical memory is efficient: both because large pages can be used for it (which take up less space for page table entries and less TLB entries), and because altering the page tables is a slow process (so you want to avoid doing this at allocation/deallocation time).
Allocations that are only logically linear can be requested, using the vmalloc() interface rather than kmalloc().
On 64 bit systems the kernel's mapping can encompass the entireity of physical memory - on 32 bit systems (except those with a small amount of physical memory), only a proportion of physical memory is directly mapped.
Actually the behavior of memory allocation you describe is common for many OS kernels and the main reason is kernel physical pages allocator. Typically, kernel has one physical pages allocator that is used for allocation of pages for both kernel space (including pages for DMA) and user space. In kernel space you need continuos memory, because it's expensive (for in-kernel code) to map pages every time you need them. On x86_64, for example, it's completely worthless because kernel can see the whole address space (on 32bit systems there's 4G limitation of virtual address space, so typically top 1G are dedicated to kernel and bottom 3G to user-space).
Linux kernel uses buddy algorithm for page allocation, so that allocation of bigger chunk takes fewer iterations than allocation of smaller chunk (well, smaller chunks are obtained by splitting bigger chunks). Moreover, using of one allocator for both kernel space and user space allows the kernel to reduce fragmentation. Imagine that you allocate pages for user space by 1 page per iteration. If user space needs N pages, you make N iterations. What happens if kernel wants some continuos memory then? How can it build big enough continuos chunk if you stole 1 page from each big chunk and gave them to user space?
[update]
Actually, kernel allocates continuos blocks of memory for user space not as frequently as you might think. Sure, it allocates them when it builds ELF image of a file, when it creates readahead when user process reads a file, it creates them for IPC operations (pipe, socket buffers) or when user passes MAP_POPULATE flag to mmap syscall. But typically kernel uses "lazy" page loading scheme. It gives continuos space of virtual memory to user-space (when user does malloc first time or does mmap), but it doesn't fill the space with physical pages. It allocates pages only when page fault occurs. The same is true when user process does fork. In this case child process will have "read-only" address space. When child modifies some data, page fault occurs and kernel replaces the page in child address space with a new one (so that parent and child have different pages now). Typically kernel allocates only one page in these cases.
Of course there's a big question of memory fragmentation. Kernel space always needs continuos memory. If kernel would allocate pages for user-space from "random" physical locations, it'd be much more hard to get big chunk of continuos memory in kernel after some time (for example after a week of system uptime). Memory would be too fragmented in this case.
To solve this problem kernel uses "readahead" scheme. When page fault occurs in an address space of some process, kernel allocates and maps more than one page (because there's possibility that process will read/write data from the next page). And of course it uses physically continuos block of memory (if possible) in this case. Just to reduce potential fragmentation.
A couple of that I can think of:
DMA hardware often accesses memory in terms of physical addresses. If you have multiple pages worth of data to transfer from hardware, you're going to need a contiguous chunk of physical memory to do so. Some older DMA controllers even require that memory to be located at low physical addresses.
It allows the OS to leverage large pages. Some memory management units allow you to use a larger page size in your page table entries. This allows you to use fewer page table entries (and TLB slots) to access the same quantity of virtual memory. This reduces the likelihood of a TLB miss. Of course, if you want to allocate a 4MB page, you're going to need 4MB of contiguous physical memory to back it.
Memory-mapped I/O. Some devices could be mapped to I/O ranges that require a contiguous range of memory that spans multiple frames.
Contiguous or Non-Contiguous Memory Allocation request from the kernel depends on your application.
E.g. of Contiguous memory allocation: If you require a DMA operation to be performed then you will be requesting the contiguous memory through kmalloc() call as DMA operation requires a memory which is also physically contiguous , as in DMA you will provide only the starting address of the memory chunk and the other device will read or write from that location.
Some of the operation do not require the contiguous memory so you can request a memory chunk through vmalloc() which gives the pointer to non contagious physical memory.
So it is entirely dependent on the application which is requesting the memory.
Please remember that it is a good practice that if you are requesting the contiguous memory than it should be need based only as kernel is trying best to allocation the memory which is physically contiguous.Well kmalloc() and vmalloc() has their limits also.
Placing things we are going to be reading a lot physically close together takes advantage of spacial locality, things we need are more likely to be cached.
Not sure about this one
I believe this means if pages are not contiguous, the TLB has to do more work to find out where they all are. If they are contigous, we can express all the pages for a processes as PAGES_START + PAGE_OFFSET. If they aren't, we need to store a seperate index for all of the pages of a given processes. Because the TLB has a finite size and we need to access more data, this means we will be swapping in and out a lot more.
kernel does not need physically contiguous pages actually it just needs efficencies ans stabilities.
monolithic kernel tends to have one page table for kernel space shared among processes
and does not want page faults on kernel space that makes kernel designs too complex
so usual implementations on 32 bit architecture is always 3g/1g split for 4g address space
for 1g kernel space, normal mappings of code and data should not generate recursive page faults that is too complex to manage:
you need to find empty page frames, create mapping on mmu, and handle tlb flush for new mappings on every kernel side page fault
kernel is already busy of doing user side page faults
furthermore, 1:1 linear mapping could have much less page table entries because it can utilize bigger size of page unit (>4kb)
less entries leads to less tlb misses.
so buddy allocator on kernel linear address space always provides physically contiguous page frames
even most codes doesn't need contiguous frames
but many device drivers which need contiguous page frames already believe that allocated buffers through general kernel allocator are physically contiguous

Resources