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From 02714666a525ea4dd8756f66fae28163fb685d05 Mon Sep 17 00:00:00 2001
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Message-Id: <02714666a525ea4dd8756f66fae28163fb685d05@dist-git>
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From: Peter Krempa <pkrempa@redhat.com>
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Date: Tue, 23 Jun 2020 12:24:06 +0200
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Subject: [PATCH] kbase: Add document outlining internals of incremental backup
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 in qemu
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MIME-Version: 1.0
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Content-Type: text/plain; charset=UTF-8
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Content-Transfer-Encoding: 8bit
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Outline the basics and how to integrate with externally created
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overlays. Other topics will continue later.
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Signed-off-by: Peter Krempa <pkrempa@redhat.com>
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Reviewed-by: Eric Blake <eblake@redhat.com>
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(cherry picked from commit da5e5a1e154836abe83077cf477c104b8f98b1d2)
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https://bugzilla.redhat.com/show_bug.cgi?id=1804593
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Conflicts: docs/kbase.html.in: real time kvm article not backported
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Message-Id: <e0fea1e270856b642c34827eb3af1c0b01afd510.1592906423.git.pkrempa@redhat.com>
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Reviewed-by: Ján Tomko <jtomko@redhat.com>
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---
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 docs/kbase.html.in                        |   3 +
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 docs/kbase/incrementalbackupinternals.rst | 217 ++++++++++++++++++++++
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 2 files changed, 220 insertions(+)
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 create mode 100644 docs/kbase/incrementalbackupinternals.rst
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diff --git a/docs/kbase.html.in b/docs/kbase.html.in
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index 7d6caf3cb1..f2975960f6 100644
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--- a/docs/kbase.html.in
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+++ b/docs/kbase.html.in
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@@ -32,6 +32,9 @@
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Virtio-FS
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Share a filesystem between the guest and the host
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+
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+        
Incremental backup internals
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+        
Incremental backup implementation details relevant for users
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diff --git a/docs/kbase/incrementalbackupinternals.rst b/docs/kbase/incrementalbackupinternals.rst
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new file mode 100644
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index 0000000000..0c4b4f7486
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--- /dev/null
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+++ b/docs/kbase/incrementalbackupinternals.rst
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@@ -0,0 +1,217 @@
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+================================================
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+Internals of incremental backup handling in qemu
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+================================================
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+
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+.. contents::
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+
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+Libvirt's implementation of incremental backups in the ``qemu`` driver uses
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+qemu's ``block-dirty-bitmaps`` under the hood to track the guest visible disk
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+state changes corresponding to the points in time described by a libvirt
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+checkpoint.
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+
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+There are some semantica implications with how libvirt creates and manages the
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+bitmaps which de-facto become API as they are written into the disk images, and
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+this document will try to summarize them.
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+
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+Glossary
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+========
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+
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+See the knowledge base article on
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+`domain state capture <https://libvirt.org/kbase/domainstatecapture.html>`_ for
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+a deeper explanation of some of the concepts.
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+
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+Checkpoint
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+
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+    A libvirt object which represents a named point in time of the life of the
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+    vm where libvirt tracks writes the VM has done, thereby allowing a backup of
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+    only the blocks which changed. Note that state of the VM memory is _not_
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+    captured.
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+
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+    A checkpoint can be created either explicitly via the corresponding API
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+    (although this isn't very useful on its own), or simultaneously with an
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+    incremental or full backup of the VM using the ``virDomainBackupBegin`` API
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+    which allows a next backup to only copy the differences.
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+
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+Backup
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+
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+    A copy of either all blocks of selected disks (full backup) or blocks changed
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+    since a checkpoint (incremental backup) at the time the backup job was
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+    started. (Blocks modified while the backup job is running are not part of the
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+    backup!)
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+
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+Snapshot
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+
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+    Similarly to a checkpoint it's a point in time in the lifecycle of the VM
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+    but the state of the VM including memory is captured at that point allowing
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+    returning to the state later.
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+
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+Blockjob
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+
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+    A long running job which modifies the shape and/or location of the disk
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+    backing chain (images storing the disk contents). Libvirt supports
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+    ``block pull`` where data is moved up the chain towards the active layer,
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+    ``block commit`` where data is moved down the chain towards the base/oldest
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+    image. These blockjobs always remove images from the backing chain. Lastly
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+    ``block copy`` where image is moved to a different location (and possibly
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+    collapsed moving all of the data into the new location into the one image).
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+
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+block-dirty-bitmap (bitmap)
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+
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+    A data structure in qemu tracking which blocks were written by the guest
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+    OS since the bitmap was created.
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+
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+Relationships of bitmaps, checkpoints and VM disks
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+==================================================
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+
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+When a checkpoint is created libvirt creates a block-dirty-bitmap for every
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+configured VM disk named the same way as the chcheckpoint. The bitmap is
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+actively recording which blocks were changed by the guest OS from that point on.
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+Other bitmaps are not impacted by any way as they are self-contained:
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+
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+::
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+
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+ +----------------+       +----------------+
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+ | disk: vda      |       | disk: vdb      |
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+ +--------+-------+       +--------+-------+
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+          |                        |
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+ +--------v-------+       +--------v-------+
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+ | vda-1.qcow2    |       | vdb-1.qcow2    |
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+ |                |       |                |
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+ | bitmaps: chk-a |       | bitmaps: chk-a |
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+ |          chk-b |       |          chk-b |
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+ |                |       |                |
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+ +----------------+       +----------------+
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+
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+Bitmaps are created at the same time to track changes to all disks in sync and
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+are active and persisted in the QCOW2 image. Other formats currently don't
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+support this feature.
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+
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+Modification of bitmaps outside of libvirt is not recommended, but when adhering
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+to the same semantics which the document will describe it should be safe to do
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+so, even if we obviously can't guarantee that.
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+
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+
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+Integration with external snapshots
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+===================================
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+
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+Handling of bitmaps
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+-------------------
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+
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+Creating an external snapshot involves adding a new layer to the backing chain
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+on top of the previous chain. In this step there are no new bitmaps created by
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+default, which would mean that backups become impossible after this step.
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+
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+To prevent this from happening we need to re-create the active bitmaps in the
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+new top/active layer of the backing chain which allows us to continue tracking
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+the changes with same granularity as before and also allows libvirt to stitch
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+together all the corresponding bitmaps to do a backup across snapshots.
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+
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+After taking a snapshot of the ``vda`` disk from the example above placed into
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+``vda-2.qcow2`` the following topology will be created:
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+
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+::
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+
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+   +----------------+
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+   | disk: vda      |
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+   +-------+--------+
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+           |
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+   +-------v--------+    +----------------+
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+   | vda-2.qcow2    |    | vda-1.qcow2    |
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+   |                |    |                |
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+   | bitmaps: chk-a +----> bitmaps: chk-a |
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+   |          chk-b |    |          chk-b |
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+   |                |    |                |
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+   +----------------+    +----------------+
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+
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+Checking bitmap health
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+----------------------
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+
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+QEMU optimizes disk writes by only updating the bitmaps in certain cases. This
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+also can cause problems in cases when e.g. QEMU crashes.
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+
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+For a chain of corresponding bitmaps in a backing chain to be considered valid
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+and eligible for use with ``virDomainBackupBegin`` it must conform to the
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+following rules:
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+
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+1) Top image must contain the bitmap
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+2) If any of the backing images in the chain contain the bitmap too, all
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+   contiguous images must have the bitmap (no gaps)
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+3) all of the above bitmaps must be marked as active
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+   (``auto`` flag in ``qemu-img`` output, ``recording`` in qemu)
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+4) none of the above bitmaps can be inconsistent
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+   (``in-use`` flag in ``qemu-img`` provided that it's not used on image which
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+   is currently in use by a qemu instance, or ``inconsistent`` in qemu)
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+
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+::
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+
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+ # check that image has bitmaps
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+  $ qemu-img info vda-1.qcow2
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+   image: vda-1.qcow2
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+   file format: qcow2
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+   virtual size: 100 MiB (104857600 bytes)
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+   disk size: 220 KiB
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+   cluster_size: 65536
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+   Format specific information:
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+       compat: 1.1
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+       compression type: zlib
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+       lazy refcounts: false
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+       bitmaps:
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+           [0]:
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+               flags:
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+                   [0]: in-use
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+                   [1]: auto
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+               name: chk-a
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+               granularity: 65536
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+           [1]:
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+               flags:
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+                   [0]: auto
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+               name: chk-b
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+               granularity: 65536
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+       refcount bits: 16
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+       corrupt: false
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+
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+(See also the ``qemuBlockBitmapChainIsValid`` helper method in
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+``src/qemu/qemu_block.c``)
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+
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+Creating external snapshots manually
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+--------------------------------------
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+
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+To create the same topology outside of libvirt (e.g when doing snapshots offline)
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+a new ``qemu-img`` which supports the ``bitmap`` subcommand is recommended. The
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+following algorithm then ensures that the new image after snapshot will work
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+with backups (note that ``jq`` is a JSON processor):
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+
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+::
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+
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+  #!/bin/bash
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+
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+  # arguments
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+  SNAP_IMG="vda-2.qcow2"
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+  BACKING_IMG="vda-1.qcow2"
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+
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+  # constants - snapshots and bitmaps work only with qcow2
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+  SNAP_FMT="qcow2"
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+  BACKING_IMG_FMT="qcow2"
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+
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+  # create snapshot overlay
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+  qemu-img create -f "$SNAP_FMT" -F "$BACKING_IMG_FMT" -b "$BACKING_IMG" "$SNAP_IMG"
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+
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+  BACKING_IMG_INFO=$(qemu-img info --output=json -f "$BACKING_IMG_FMT" "$BACKING_IMG")
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+  BACKING_BITMAPS=$(jq '."format-specific".data.bitmaps' <<< "$BACKING_IMG_INFO")
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+
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+  if [ "x$BACKING_BITMAPS" = "xnull" ]; then
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+      exit 0
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+  fi
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+
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+  for BACKING_BITMAP_ in $(jq -c '.[]' <<< "$BACKING_BITMAPS"); do
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+      BITMAP_FLAGS=$(jq -c -r '.flags[]' <<< "$BACKING_BITMAP_")
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+      BITMAP_NAME=$(jq -r '.name' <<< "$BACKING_BITMAP_")
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+
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+      if grep 'in-use' <<< "$BITMAP_FLAGS" ||
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+         grep -v 'auto' <<< "$BITMAP_FLAGS"; then
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+         continue
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+      fi
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+
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+      qemu-img bitmap -f "$SNAP_FMT" "$SNAP_IMG" --add "$BITMAP_NAME"
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+
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+  done
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-- 
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2.27.0
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