diff mbox series

[v2,9/9] docs: Start documenting VM templating

Message ID 20230822114504.239505-10-david@redhat.com
State Handled Elsewhere
Headers show
Series memory-backend-file related improvements and VM templating support | expand

Commit Message

David Hildenbrand Aug. 22, 2023, 11:44 a.m. UTC
Let's add some details about VM templating, focusing on the VM memory
configuration only.

There is much more to VM templating (VM state? block devices?), but I leave
that as future work.

Signed-off-by: David Hildenbrand <david@redhat.com>
---
 docs/vm-templating.txt | 109 +++++++++++++++++++++++++++++++++++++++++
 1 file changed, 109 insertions(+)
 create mode 100644 docs/vm-templating.txt

Comments

Daniel P. Berrangé Aug. 22, 2023, 1:47 p.m. UTC | #1
On Tue, Aug 22, 2023 at 01:44:57PM +0200, David Hildenbrand wrote:
> Let's add some details about VM templating, focusing on the VM memory
> configuration only.
> 
> There is much more to VM templating (VM state? block devices?), but I leave
> that as future work.

Then there's the supposedly "unique" hardware identifiers, most notably
VM UUID & NIC MAC addr that don't change if you create many VMs from
a "template". Or from the guest OS there are "unique" things like
/etc/machine-id, SSH host keys, web server certificates, etc.

The vmgenid device at least provides a way for guest OS to get notified
to update its unique resources/identifiers, but doesn't solve the overall
VM UUID. NIC MAC addr could be solved by hotunplug+plug either side of
creating the template & instantiating the template.

> 
> Signed-off-by: David Hildenbrand <david@redhat.com>
> ---
>  docs/vm-templating.txt | 109 +++++++++++++++++++++++++++++++++++++++++

Can you make this doument RST from the start and link to it from
somewhere appropriate in our documentation. Perhaps it should live
under the docs/system/ directory ?

>  1 file changed, 109 insertions(+)
>  create mode 100644 docs/vm-templating.txt
> 
> diff --git a/docs/vm-templating.txt b/docs/vm-templating.txt
> new file mode 100644
> index 0000000000..419362c1ea
> --- /dev/null
> +++ b/docs/vm-templating.txt
> @@ -0,0 +1,109 @@
> +QEMU VM templating
> +==================
> +
> +This document explains how to use VM templating in QEMU.
> +
> +For now, the focus is on VM memory aspects, and not about how to save and
> +restore other VM state (i.e., migrate-to-file with 'x-ignore-shared').
> +
> +Overview
> +--------
> +
> +With VM templating, a single template VM serves as the starting point for
> +new VMs. This allows for fast and efficient replication of VMs, resulting
> +in fast startup times and reduced memory consumption.
> +
> +Conceptually, the VM state is frozen, to then be used as a basis for new
> +VMs. The Copy-On-Write mechanism in the operating systems makes
> +sure that new VMs are able to read template VM memory; however, any
> +modifications stay private and don't modify the original template VM or any
> +other created VM.

I feel like we should have a paragraph at the top here explicitly calling
out the dangers of templating, wrt to unique data in the hardware and guest
OS. Don't have to provide solutions, just more of a scarcy "here be dragons"
warning to users who might be tempted to try this.

With regards,
Daniel
David Hildenbrand Aug. 22, 2023, 2:04 p.m. UTC | #2
On 22.08.23 15:47, Daniel P. Berrangé wrote:
> On Tue, Aug 22, 2023 at 01:44:57PM +0200, David Hildenbrand wrote:
>> Let's add some details about VM templating, focusing on the VM memory
>> configuration only.
>>
>> There is much more to VM templating (VM state? block devices?), but I leave
>> that as future work.
> 
> Then there's the supposedly "unique" hardware identifiers, most notably
> VM UUID & NIC MAC addr that don't change if you create many VMs from
> a "template". Or from the guest OS there are "unique" things like
> /etc/machine-id, SSH host keys, web server certificates, etc.
> 
> The vmgenid device at least provides a way for guest OS to get notified
> to update its unique resources/identifiers, but doesn't solve the overall
> VM UUID. NIC MAC addr could be solved by hotunplug+plug either side of
> creating the template & instantiating the template.
> 
>>
>> Signed-off-by: David Hildenbrand <david@redhat.com>
>> ---
>>   docs/vm-templating.txt | 109 +++++++++++++++++++++++++++++++++++++++++
> 
> Can you make this doument RST from the start and link to it from
> somewhere appropriate in our documentation. Perhaps it should live
> under the docs/system/ directory ?

I blindly did what memory-hotplug.txt and nvdimm.txt do. I can make it a 
RST and move under docs/system [+ link it in the index]

> 
>>   1 file changed, 109 insertions(+)
>>   create mode 100644 docs/vm-templating.txt
>>
>> diff --git a/docs/vm-templating.txt b/docs/vm-templating.txt
>> new file mode 100644
>> index 0000000000..419362c1ea
>> --- /dev/null
>> +++ b/docs/vm-templating.txt
>> @@ -0,0 +1,109 @@
>> +QEMU VM templating
>> +==================
>> +
>> +This document explains how to use VM templating in QEMU.
>> +
>> +For now, the focus is on VM memory aspects, and not about how to save and
>> +restore other VM state (i.e., migrate-to-file with 'x-ignore-shared').
>> +
>> +Overview
>> +--------
>> +
>> +With VM templating, a single template VM serves as the starting point for
>> +new VMs. This allows for fast and efficient replication of VMs, resulting
>> +in fast startup times and reduced memory consumption.
>> +
>> +Conceptually, the VM state is frozen, to then be used as a basis for new
>> +VMs. The Copy-On-Write mechanism in the operating systems makes
>> +sure that new VMs are able to read template VM memory; however, any
>> +modifications stay private and don't modify the original template VM or any
>> +other created VM.
> 
> I feel like we should have a paragraph at the top here explicitly calling
> out the dangers of templating, wrt to unique data in the hardware and guest
> OS. Don't have to provide solutions, just more of a scarcy "here be dragons"
> warning to users who might be tempted to try this.

Agreed, I'll use some of your information above, thanks!
Peter Maydell Aug. 22, 2023, 2:23 p.m. UTC | #3
On Tue, 22 Aug 2023 at 12:49, David Hildenbrand <david@redhat.com> wrote:
>
> Let's add some details about VM templating, focusing on the VM memory
> configuration only.
>
> There is much more to VM templating (VM state? block devices?), but I leave
> that as future work.
>
> Signed-off-by: David Hildenbrand <david@redhat.com>
> ---
>  docs/vm-templating.txt | 109 +++++++++++++++++++++++++++++++++++++++++
>  1 file changed, 109 insertions(+)
>  create mode 100644 docs/vm-templating.txt

No new .txt files in docs/, please. Use rst, and incorporate
the information into the correct parts of the manual structure.

thanks
-- PMM
David Hildenbrand Aug. 22, 2023, 2:31 p.m. UTC | #4
On 22.08.23 16:23, Peter Maydell wrote:
> On Tue, 22 Aug 2023 at 12:49, David Hildenbrand <david@redhat.com> wrote:
>>
>> Let's add some details about VM templating, focusing on the VM memory
>> configuration only.
>>
>> There is much more to VM templating (VM state? block devices?), but I leave
>> that as future work.
>>
>> Signed-off-by: David Hildenbrand <david@redhat.com>
>> ---
>>   docs/vm-templating.txt | 109 +++++++++++++++++++++++++++++++++++++++++
>>   1 file changed, 109 insertions(+)
>>   create mode 100644 docs/vm-templating.txt
> 
> No new .txt files in docs/, please. Use rst, and incorporate
> the information into the correct parts of the manual structure.

Thanks, already raised by Daniel. Will be an RST and moved under 
docs/system.
diff mbox series

Patch

diff --git a/docs/vm-templating.txt b/docs/vm-templating.txt
new file mode 100644
index 0000000000..419362c1ea
--- /dev/null
+++ b/docs/vm-templating.txt
@@ -0,0 +1,109 @@ 
+QEMU VM templating
+==================
+
+This document explains how to use VM templating in QEMU.
+
+For now, the focus is on VM memory aspects, and not about how to save and
+restore other VM state (i.e., migrate-to-file with 'x-ignore-shared').
+
+Overview
+--------
+
+With VM templating, a single template VM serves as the starting point for
+new VMs. This allows for fast and efficient replication of VMs, resulting
+in fast startup times and reduced memory consumption.
+
+Conceptually, the VM state is frozen, to then be used as a basis for new
+VMs. The Copy-On-Write mechanism in the operating systems makes
+sure that new VMs are able to read template VM memory; however, any
+modifications stay private and don't modify the original template VM or any
+other created VM.
+
+Memory configuration
+--------------------
+
+In order to create the template VM, we have to make sure that VM memory
+ends up in a file, from where it can be reused for the new VMs:
+
+Supply VM RAM via memory-backend-file, with 'share=on' (modifications go
+to the file) and 'readonly=off' (open the file writable). Note that
+'readonly=off' is implicit.
+
+In the following command-line example, a 2GB VM is created, whereby VM RAM
+is to be stored in the 'template' file.
+
+ qemu [...] -m 2g \
+   -object memory-backend-file,id=pc.ram,mem-path=template,size=2g,share=on,... \
+   -machine q35,memory-backend=pc.ram',
+
+If multiple memory backends are used (vNUMA, DIMMs), configure all
+memory backends accordingly.
+
+Once the VM is in the desired state, stop the VM and save other VM state,
+leaving the current state of VM RAM reside in the file.
+
+In order to have a new VM be based on a template VM, we have to
+configure VM RAM to be based on a template VM RAM file; however, the VM
+should not be able to modify file content.
+
+Supply VM RAM via memory-backend-file, with 'share=off' (modifications stay
+private), 'readonly=on' (open the file readonly) and 'rom=off' (don't make
+the memory readonly for the VM). Note that 'share=off' is implicit and
+that other VM state has to be restored separately.
+
+In the following command-line example, a 2GB VM is created based on the
+existing 2GB file 'template'.
+
+ qemu [...] -m 2g \
+   -object memory-backend-file,id=pc.ram,mem-path=template,size=2g,readonly=on,rom=off,... \
+   -machine q35,memory-backend=pc.ram',
+
+If multiple memory backends are used (vNUMA, DIMMs), configure all
+memory backends accordingly.
+
+Note that '-mem-path' cannot be used for VM templating when creating the
+template VM or when starting new VMs based on a template VM.
+
+Incompatible features
+---------------------
+
+Some features are incompatible with VM templating, as the underlying file
+cannot be modified to discard VM RAM, or to actually share memory with
+another process.
+
+vhost-user and multi-process QEMU
+'''''''''''''''''''''''''''''''''
+
+vhost-user and multi-process QEMU are incompatible with VM templating.
+These technologies rely on shared memory, however, the template VMs
+don't actually share memory ('share=off'), even though they are file-based.
+
+virtio-balloon
+''''''''''''''
+
+virtio-balloon inflation and "free page reporting" cannot discard VM RAM
+and will repeatedly report errors. While virtio-balloon can be used
+for template VMs (e.g., report VM RAM stats), "free page reporting"
+should be disabled and the balloon should not be inflated.
+
+virtio-mem
+''''''''''
+
+virtio-mem cannot discard VM RAM that is managed by the virtio-mem
+device. virtio-mem will fail early when realizing the device. To use
+VM templating with virtio-mem, either hotplug virtio-mem devices to the new
+VM, or don't supply any memory to the template VM using virtio-mem
+(requested-size=0), not using a template VM file as memory backend for the
+virtio-mem device.
+
+VM migration
+''''''''''''
+
+For VM migration, "x-release-ram" similarly relies on discarding of VM
+RAM on the migration source to free up migrated RAM, and will
+repeatedly report errors.
+
+Postcopy live migration fails discarding VM RAM on the migration
+destination early and refuses to activate postcopy live migration. Note
+that postcopy live migration usually only works on selected filesystems
+(shmem/tmpfs, hugetlbfs) either way.