Andrew Tanenbaum - Distributed operating systems

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As distributed computer systems become more pervasive, so does the need for understanding how their operating systems are designed and implemented. Andrew S. Tanenbaum's Distributed Operating Systems fulfills this need. Representing a revised and greatly expanded Part II of the best-selling Modern Operating Systems, it covers the material from the original book, including communication, synchronization, processes, and file systems, and adds new material on distributed shared memory, real-time distributed systems, fault-tolerant distributed systems, and ATM networks. It also contains four detailed case studies: Amoeba, Mach, Chorus, and OSF/DCE. Tanenbaum's trademark writing provides readers with a thorough, concise treatment of distributed systems.

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The third problem has to do with the fact that UNIX system calls return their error status in a global variable, errno. If one thread makes a system call but just after the call completes, another thread is scheduled and it, too, makes a system call, the original value of errno will be lost. A solution is provided by providing an alternative error handling interface. It consists of a macro that allows the programmer to inspect a thread-specific version of errno that is saved and restored upon thread switches. This solution avoids the need to examine the global version of errno. In addition, it is also possible to have system calls indicate errors by raising exceptions, thus bypassing the problem altogether.

10.2.2. Scheduling

Thread scheduling is similar to process scheduling, except that it is visible to the application. The scheduling algorithm determines how long a thread may run, and which thread runs next. Just as with process scheduling, many thread scheduling algorithms are possible.

Threads in DCE have priorities and these are respected by the scheduling algorithm. High-priority threads are assumed to be more important than low-priority threads, and therefore should get better treatment, meaning they run first and get a larger portion of the CPU.

DCE supports the three thread scheduling algorithms illustrated in Fig. 10-4. The first, FIFO, searches the priority queues from highest to lowest, to locate the highest priority queue with one or more threads on it. The first thread on this queue is then run until it finishes, either by blocking or exiting. In principle, the selected thread can run as long as it needs to. When it has finished, it is removed from the queue of runnable threads. Then the scheduler once again searches the queues from high to low and takes the first thread it finds.

Fig. 10-4.(a) A system with five threads and three priority levels. (b) Three thread scheduling algorithms.

The second algorithm is round robin. Here the scheduler locates the highest populated queue and runs each thread for a fixed quantum. If a thread blocks or exits before its quantum is up, it is (temporarily) removed from the queue system. If it uses up its entire quantum, it is suspended and placed at the end of its queue. In the middle example of Fig. 10-4(b), the threads A, B, and C will run alternately forever if they want to. The medium-priority threads D and E will never get a chance as long as one of the high-priority threads wants to run.

The third algorithm is the default algorithm. It runs the threads on all the queues using a time-sliced round-robin algorithm, but the higher the priority, the larger the quantum a thread gets. In this manner, all threads get to run and there is no starvation as in the second algorithm.

There is also a fourth algorithm that has variable-sized quanta, but with starvation. However, this one is not defined by POSIX, so it is not portable and should be avoided.

10.2.3. Synchronization

DCE provides two ways for threads to synchronize: mutexes and condition variables. Mutexes are used when it is essential to prevent multiple threads from accessing the same resource at the same time. For example, when moving items around on a linked list, partway through the move, the list will be in an inconsistent state. To prevent disaster, when one thread is manipulating the list, all other threads must be kept away. By requiring a thread to first successfully lock the mutex associated with the list before touching the list (and unlock it afterward), correct operation can be ensured.

Three kinds of mutexes are available, as shown in Fig. 10-5. They differ in the way they deal with nested locks. A fast mutexis analogous to a lock in a data base system. if a process tries to lock an unlocked record, it will succeed. However, if it tries to acquire the same lock a second time, it will block, waiting for the lock to be released, something that will never happen. Deadlock will occur.

Mutex type Properties
Fast Locking it a second time causes a deadlock
Recursive Locking it a second time is allowed
Nonrecursive Locking it a second time gives an error

Fig. 10-5.Three kinds of mutexes supported by DCE.

A recursive mutexallows a thread to lock a mutex that it has already locked. The idea is this. Suppose that the main program of a thread locks a mutex, then calls a procedure that also locks the mutex. To avoid deadlock, the second lock is accepted. As long as the mutex is ultimately unlocked as many times as it is locked, the nesting can be arbitrarily deep. Although recursive mutexes are more user friendly, they are also considerably slower, so the programmer has to make a choice. As a compromise, DCE provides a third kind of mutex, one in which an attempt to lock a mutex that is already locked does not deadlock, but returns an error instead.

Condition variablesprovide a second synchronization mechanism. These are used in conjunction with mutexes. Typically, when a thread needs some resource, it uses a mutex to gain exclusive access to a data structure that keeps track of the status of the resource. If the resource is not available, the thread waits on a condition variable, which atomically suspends the thread and releases the mutex. Later, when another thread signals the condition variable, the waiting thread is restarted.

10.2.4. Thread Calls

The DCE threads package has a total of 54 primitives (library procedures). Many of these are not strictly necessary but are provided for convenience only. This approach is somewhat analogous to a four-function pocket calculator that has keys not only for +, –, ×, and /, but also has keys for +1, –1, ×2, ×10, ×π, /2, and /10, on the grounds that these save the user time and effort. Due to the large number of calls, we will discuss only the most important ones (about half the total). Nevertheless, our treatment should give a reasonable impression of the available functionality.

Call Description
Create Create a new thread
Exit Called by a thread when it is finished
Join Like the WAIT system call in UNIX
Detach Make it unnecessary for parent thread to wait when caller exits

Fig. 10-6.Selected DCE thread calls for managing threads. All the calls in this section are actually prefixed by pthread_ (i.e., pthread_create, not create), which we have omitted to save space.

For our discussion, it is convenient to group the calls into seven categories, each dealing with a different aspect of threads and their use. The first category, listed in Fig. 10-6, deals with thread management. These calls allow threads to be created and for them to exit when done. A parent thread can wait for a child using join, which is similar to the WAIT system call in UNIX. If a parent has no interest in a child and does not plan to wait for it, the parent can disown the child by calling detach. In this case, when the child thread exits, its storage is reclaimed immediately instead of having it wait for the parent to call join.

The DCE package allows the user to create, destroy, and manage templatesfor threads, mutexes, and condition variables. The templates can be set up to have appropriate initial values. When an object is created, one of the parameters to the create call is a pointer to a template. For example, a thread template can be created and given the attribute (property) that the stack size is 4K. Whenever a thread is created with that template as parameter, it will get an 4K stack. The point of having templates is to eliminate the need for specifying all the options as separate parameters. As the package evolves, the create calls can remain the same. Instead, new attributes can be added to the templates. Some of the template calls are listed in Fig. 10-7.

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