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-Scheduling Concepts
-###################
-
-.. index:: scheduling
-.. index:: task scheduling
-
-Introduction
-============
-
-The concept of scheduling in real-time systems dictates the ability to
-provide immediate response to specific external events, particularly
-the necessity of scheduling tasks to run within a specified time limit
-after the occurrence of an event. For example, software embedded in
-life-support systems used to monitor hospital patients must take instant
-action if a change in the patient’s status is detected.
-
-The component of RTEMS responsible for providing this capability is
-appropriately called the scheduler. The scheduler’s sole purpose is
-to allocate the all important resource of processor time to the various
-tasks competing for attention.
-
-Scheduling Algorithms
-=====================
-
-.. index:: scheduling algorithms
-
-RTEMS provides a plugin framework which allows it to support
-multiple scheduling algorithms. RTEMS now includes multiple
-scheduling algorithms in the SuperCore and the user can select which
-of these they wish to use in their application. In addition,
-the user can implement their own scheduling algorithm and
-configure RTEMS to use it.
-
-Supporting multiple scheduling algorithms gives the end user the
-option to select the algorithm which is most appropriate to their use
-case. Most real-time operating systems schedule tasks using a priority
-based algorithm, possibly with preemption control. The classic
-RTEMS scheduling algorithm which was the only algorithm available
-in RTEMS 4.10 and earlier, is a priority based scheduling algorithm.
-This scheduling algoritm is suitable for single core (e.g. non-SMP)
-systems and is now known as the *Deterministic Priority Scheduler*.
-Unless the user configures another scheduling algorithm, RTEMS will use
-this on single core systems.
-
-Priority Scheduling
--------------------
-.. index:: priority scheduling
-
-When using priority based scheduling, RTEMS allocates the processor using
-a priority-based, preemptive algorithm augmented to provide round-robin
-characteristics within individual priority groups. The goal of this
-algorithm is to guarantee that the task which is executing on the
-processor at any point in time is the one with the highest priority
-among all tasks in the ready state.
-
-When a task is added to the ready chain, it is placed behind all other
-tasks of the same priority. This rule provides a round-robin within
-priority group scheduling characteristic. This means that in a group of
-equal priority tasks, tasks will execute in the order they become ready
-or FIFO order. Even though there are ways to manipulate and adjust task
-priorities, the most important rule to remember is:
-
-- *Priority based scheduling algorithms will always select the
- highest priority task that is ready to run when allocating the processor
- to a task.*
-
-Priority scheduling is the most commonly used scheduling algorithm.
-It should be used by applications in which multiple tasks contend for
-CPU time or other resources and there is a need to ensure certain tasks
-are given priority over other tasks.
-
-There are a few common methods of accomplishing the mechanics of this
-algorithm. These ways involve a list or chain of tasks in the ready state.
-
-- The least efficient method is to randomly place tasks in the ready
- chain forcing the scheduler to scan the entire chain to determine which
- task receives the processor.
-
-- A more efficient method is to schedule the task by placing it
- in the proper place on the ready chain based on the designated scheduling
- criteria at the time it enters the ready state. Thus, when the processor
- is free, the first task on the ready chain is allocated the processor.
-
-- Another mechanism is to maintain a list of FIFOs per priority.
- When a task is readied, it is placed on the rear of the FIFO for its
- priority. This method is often used with a bitmap to assist in locating
- which FIFOs have ready tasks on them.
-
-RTEMS currently includes multiple priority based scheduling algorithms
-as well as other algorithms which incorporate deadline. Each algorithm
-is discussed in the following sections.
-
-Deterministic Priority Scheduler
---------------------------------
-
-This is the scheduler implementation which has always been in RTEMS.
-After the 4.10 release series, it was factored into pluggable scheduler
-selection. It schedules tasks using a priority based algorithm which
-takes into account preemption. It is implemented using an array of FIFOs
-with a FIFO per priority. It maintains a bitmap which is used to track
-which priorities have ready tasks.
-
-This algorithm is deterministic (e.g. predictable and fixed) in execution
-time. This comes at the cost of using slightly over three (3) kilobytes
-of RAM on a system configured to support 256 priority levels.
-
-This scheduler is only aware of a single core.
-
-Simple Priority Scheduler
--------------------------
-
-This scheduler implementation has the same behaviour as the Deterministic
-Priority Scheduler but uses only one linked list to manage all ready
-tasks. When a task is readied, a linear search of that linked list is
-performed to determine where to insert the newly readied task.
-
-This algorithm uses much less RAM than the Deterministic Priority
-Scheduler but is *O(n)* where *n* is the number of ready tasks.
-In a small system with a small number of tasks, this will not be a
-performance issue. Reducing RAM consumption is often critical in small
-systems which are incapable of supporting a large number of tasks.
-
-This scheduler is only aware of a single core.
-
-Simple SMP Priority Scheduler
------------------------------
-
-This scheduler is based upon the Simple Priority Scheduler and is designed
-to have the same behaviour on a single core system. But this scheduler
-is capable of scheduling threads across multiple cores in an SMP system.
-When given a choice of replacing one of two threads at equal priority
-on different cores, this algorithm favors replacing threads which are
-preemptible and have executed the longest.
-
-This algorithm is non-deterministic. When scheduling, it must consider
-which tasks are to be executed on each core while avoiding superfluous
-task migrations.
-
-Earliest Deadline First Scheduler
----------------------------------
-.. index:: earliest deadline first scheduling
-
-This is an alternative scheduler in RTEMS for single core applications.
-The primary EDF advantage is high total CPU utilization (theoretically
-up to 100%). It assumes that tasks have priorities equal to deadlines.
-
-This EDF is initially preemptive, however, individual tasks may be declared
-not-preemptive. Deadlines are declared using only Rate Monotonic manager which
-goal is to handle periodic behavior. Period is always equal to deadline. All
-ready tasks reside in a single ready queue implemented using a red-black tree.
-
-This implementation of EDF schedules two different types of task
-priority types while each task may switch between the two types within
-its execution. If a task does have a deadline declared using the Rate
-Monotonic manager, the task is deadline-driven and its priority is equal
-to deadline. On the contrary if a task does not have any deadline or
-the deadline is cancelled using the Rate Monotonic manager, the task is
-considered a background task with priority equal to that assigned
-upon initialization in the same manner as for priority scheduler. Each
-background task is of a lower importance than each deadline-driven one
-and is scheduled when no deadline-driven task and no higher priority
-background task is ready to run.
-
-Every deadline-driven scheduling algorithm requires means for tasks
-to claim a deadline. The Rate Monotonic Manager is responsible for
-handling periodic execution. In RTEMS periods are equal to deadlines,
-thus if a task announces a period, it has to be finished until the
-end of this period. The call of ``rtems_rate_monotonic_period``
-passes the scheduler the length of oncoming deadline. Moreover, the``rtems_rate_monotonic_cancel`` and ``rtems_rate_monotonic_delete``
-calls clear the deadlines assigned to the task.
-
-Constant Bandwidth Server Scheduling (CBS)
-------------------------------------------
-.. index:: constant bandwidth server scheduling
-
-This is an alternative scheduler in RTEMS for single core applications.
-The CBS is a budget aware extension of EDF scheduler. The main goal of this
-scheduler is to ensure temporal isolation of tasks meaning that a task’s
-execution in terms of meeting deadlines must not be influenced by other
-tasks as if they were run on multiple independent processors.
-
-Each task can be assigned a server (current implementation supports only
-one task per server). The server is characterized by period (deadline)
-and computation time (budget). The ratio budget/period yields bandwidth,
-which is the fraction of CPU to be reserved by the scheduler for each
-subsequent period.
-
-The CBS is equipped with a set of rules applied to tasks attached to servers
-ensuring that deadline miss because of another task cannot occur.
-In case a task breaks one of the rules, its priority is pulled to background
-until the end of its period and then restored again. The rules are:
-
-- Task cannot exceed its registered budget,
-
-- Task cannot be
- unblocked when a ratio between remaining budget and remaining deadline
- is higher than declared bandwidth.
-
-The CBS provides an extensive API. Unlike EDF, the``rtems_rate_monotonic_period`` does not declare a deadline because
-it is carried out using CBS API. This call only announces next period.
-
-Scheduling Modification Mechanisms
-==================================
-
-.. index:: scheduling mechanisms
-
-RTEMS provides four mechanisms which allow the user to alter the task
-scheduling decisions:
-
-- user-selectable task priority level
-
-- task preemption control
-
-- task timeslicing control
-
-- manual round-robin selection
-
-Each of these methods provides a powerful capability to customize sets
-of tasks to satisfy the unique and particular requirements encountered
-in custom real-time applications. Although each mechanism operates
-independently, there is a precedence relationship which governs the
-effects of scheduling modifications. The evaluation order for scheduling
-characteristics is always priority, preemption mode, and timeslicing.
-When reading the descriptions of timeslicing and manual round-robin
-it is important to keep in mind that preemption (if enabled) of a task
-by higher priority tasks will occur as required, overriding the other
-factors presented in the description.
-
-Task Priority and Scheduling
-----------------------------
-.. index:: task priority
-
-The most significant task scheduling modification mechanism is the ability
-for the user to assign a priority level to each individual task when it
-is created and to alter a task’s priority at run-time. RTEMS supports
-up to 255 priority levels. Level 255 is the lowest priority and level
-1 is the highest.
-
-Preemption
-----------.. index:: preemption
-
-Another way the user can alter the basic scheduling algorithm is by
-manipulating the preemption mode flag (``RTEMS.PREEMPT_MASK``)
-of individual tasks. If preemption is disabled for a task
-(``RTEMS.NO_PREEMPT``), then the task will not relinquish
-control of the processor until it terminates, blocks, or re-enables
-preemption. Even tasks which become ready to run and possess higher
-priority levels will not be allowed to execute. Note that the preemption
-setting has no effect on the manner in which a task is scheduled.
-It only applies once a task has control of the processor.
-
-Timeslicing
------------.. index:: timeslicing
-.. index:: round robin scheduling
-
-Timeslicing or round-robin scheduling is an additional method which
-can be used to alter the basic scheduling algorithm. Like preemption,
-timeslicing is specified on a task by task basis using the timeslicing
-mode flag (``RTEMS.TIMESLICE_MASK``). If timeslicing is
-enabled for a task (``RTEMS.TIMESLICE``), then RTEMS will
-limit the amount of time the task can execute before the processor is
-allocated to another task. Each tick of the real-time clock reduces
-the currently running task’s timeslice. When the execution time equals
-the timeslice, RTEMS will dispatch another task of the same priority
-to execute. If there are no other tasks of the same priority ready to
-execute, then the current task is allocated an additional timeslice and
-continues to run. Remember that a higher priority task will preempt
-the task (unless preemption is disabled) as soon as it is ready to run,
-even if the task has not used up its entire timeslice.
-
-Manual Round-Robin
-------------------.. index:: manual round robin
-
-The final mechanism for altering the RTEMS scheduling algorithm is
-called manual round-robin. Manual round-robin is invoked by using the``rtems.task_wake_after`` directive with a time interval
-of ``RTEMS.YIELD_PROCESSOR``. This allows a task to give
-up the processor and be immediately returned to the ready chain at the
-end of its priority group. If no other tasks of the same priority are
-ready to run, then the task does not lose control of the processor.
-
-Dispatching Tasks
-=================.. index:: dispatching
-
-The dispatcher is the RTEMS component responsible for
-allocating the processor to a ready task. In order to allocate
-the processor to one task, it must be deallocated or retrieved
-from the task currently using it. This involves a concept
-called a context switch. To perform a context switch, the
-dispatcher saves the context of the current task and restores
-the context of the task which has been allocated to the
-processor. Saving and restoring a task’s context is the
-storing/loading of all the essential information about a task to
-enable it to continue execution without any effects of the
-interruption. For example, the contents of a task’s register
-set must be the same when it is given the processor as they were
-when it was taken away. All of the information that must be
-saved or restored for a context switch is located either in the
-TCB or on the task’s stacks.
-
-Tasks that utilize a numeric coprocessor and are created with the``RTEMS.FLOATING_POINT`` attribute require additional
-operations during a context switch. These additional operations
-are necessary to save and restore the floating point context of``RTEMS.FLOATING_POINT`` tasks. To avoid unnecessary save
-and restore operations, the state of the numeric coprocessor is only
-saved when a ``RTEMS.FLOATING_POINT`` task is dispatched
-and that task was not the last task to utilize the coprocessor.
-
-Task State Transitions
-======================.. index:: task state transitions
-
-Tasks in an RTEMS system must always be in one of the
-five allowable task states. These states are: executing, ready,
-blocked, dormant, and non-existent.
-
-A task occupies the non-existent state before
-a ``rtems.task_create`` has been issued on its behalf.
-A task enters the non-existent state from any other state in the system
-when it is deleted with the ``rtems.task_delete`` directive.
-While a task occupies this state it does not have a TCB or a task ID
-assigned to it; therefore, no other tasks in the system may reference
-this task.
-
-When a task is created via the ``rtems.task_create``
-directive it enters the dormant state. This state is not entered through
-any other means. Although the task exists in the system, it cannot
-actively compete for system resources. It will remain in the dormant
-state until it is started via the ``rtems.task_start``
-directive, at which time it enters the ready state. The task is now
-permitted to be scheduled for the processor and to compete for other
-system resources.
-
-.. code:: c
-
- +-------------------------------------------------------------+
- | Non-existent |
- | +-------------------------------------------------------+ |
- | | | |
- | | | |
- | | Creating +---------+ Deleting | |
- | | -------------------> | Dormant | -------------------> | |
- | | +---------+ | |
- | | | | |
- | | Starting | | |
- | | | | |
- | | V Deleting | |
- | | +-------> +-------+ -------------------> | |
- | | Yielding / +----- | Ready | ------+ | |
- | | / / +-------+ <--+ \\ | |
- | | / / \\ \\ Blocking | |
- | | / / Dispatching Readying \\ \\ | |
- | | / V \\ V | |
- | | +-----------+ Blocking +---------+ | |
- | | | Executing | --------------> | Blocked | | |
- | | +-----------+ +---------+ | |
- | | | |
- | | | |
- | +-------------------------------------------------------+ |
- | Non-existent |
- +-------------------------------------------------------------+
-
-A task occupies the blocked state whenever it is unable to be scheduled
-to run. A running task may block itself or be blocked by other tasks in
-the system. The running task blocks itself through voluntary operations
-that cause the task to wait. The only way a task can block a task other
-than itself is with the ``rtems.task_suspend`` directive.
-A task enters the blocked state due to any of the following conditions:
-
-- A task issues a ``rtems.task_suspend`` directive
- which blocks either itself or another task in the system.
-
-- The running task issues a ``rtems.barrier_wait``
- directive.
-
-- The running task issues a ``rtems.message_queue_receive``
- directive with the wait option and the message queue is empty.
-
-- The running task issues an ``rtems.event_receive``
- directive with the wait option and the currently pending events do not
- satisfy the request.
-
-- The running task issues a ``rtems.semaphore_obtain``
- directive with the wait option and the requested semaphore is unavailable.
-
-- The running task issues a ``rtems.task_wake_after``
- directive which blocks the task for the given time interval. If the time
- interval specified is zero, the task yields the processor and remains
- in the ready state.
-
-- The running task issues a ``rtems.task_wake_when``
- directive which blocks the task until the requested date and time arrives.
-
-- The running task issues a ``rtems.rate_monotonic_period``
- directive and must wait for the specified rate monotonic period
- to conclude.
-
-- The running task issues a ``rtems.region_get_segment``
- directive with the wait option and there is not an available segment large
- enough to satisfy the task’s request.
-
-A blocked task may also be suspended. Therefore, both the suspension
-and the blocking condition must be removed before the task becomes ready
-to run again.
-
-A task occupies the ready state when it is able to be scheduled to run,
-but currently does not have control of the processor. Tasks of the same
-or higher priority will yield the processor by either becoming blocked,
-completing their timeslice, or being deleted. All tasks with the same
-priority will execute in FIFO order. A task enters the ready state due
-to any of the following conditions:
-
-- A running task issues a ``rtems.task_resume``
- directive for a task that is suspended and the task is not blocked
- waiting on any resource.
-
-- A running task issues a ``rtems.message_queue_send``,``rtems.message_queue_broadcast``, or a``rtems.message_queue_urgent`` directive
- which posts a message to the queue on which the blocked task is
- waiting.
-
-- A running task issues an ``rtems.event_send``
- directive which sends an event condition to a task which is blocked
- waiting on that event condition.
-
-- A running task issues a ``rtems.semaphore_release``
- directive which releases the semaphore on which the blocked task is
- waiting.
-
-- A timeout interval expires for a task which was blocked
- by a call to the ``rtems.task_wake_after`` directive.
-
-- A timeout period expires for a task which blocked by a
- call to the ``rtems.task_wake_when`` directive.
-
-- A running task issues a ``rtems.region_return_segment``
- directive which releases a segment to the region on which the blocked task
- is waiting and a resulting segment is large enough to satisfy
- the task’s request.
-
-- A rate monotonic period expires for a task which blocked
- by a call to the ``rtems.rate_monotonic_period`` directive.
-
-- A timeout interval expires for a task which was blocked
- waiting on a message, event, semaphore, or segment with a
- timeout specified.
-
-- A running task issues a directive which deletes a
- message queue, a semaphore, or a region on which the blocked
- task is waiting.
-
-- A running task issues a ``rtems.task_restart``
- directive for the blocked task.
-
-- The running task, with its preemption mode enabled, may
- be made ready by issuing any of the directives that may unblock
- a task with a higher priority. This directive may be issued
- from the running task itself or from an ISR.
- A ready task occupies the executing state when it has
- control of the CPU. A task enters the executing state due to
- any of the following conditions:
-
-- The task is the highest priority ready task in the
- system.
-
-- The running task blocks and the task is next in the
- scheduling queue. The task may be of equal priority as in
- round-robin scheduling or the task may possess the highest
- priority of the remaining ready tasks.
-
-- The running task may reenable its preemption mode and a
- task exists in the ready queue that has a higher priority than
- the running task.
-
-- The running task lowers its own priority and another
- task is of higher priority as a result.
-
-- The running task raises the priority of a task above its
- own and the running task is in preemption mode.
-
-.. COMMENT: COPYRIGHT (c) 1988-2013.
-
-.. COMMENT: On-Line Applications Research Corporation (OAR).
-
-.. COMMENT: All rights reserved.
-
-.. COMMENT: Open Issues
-
-.. COMMENT: - nicen up the tables
-
-.. COMMENT: - use math mode to print formulas
-