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Check-in Number: 5419
Date: 2006-Jun-12 20:02:51 (local)
2006-Jun-12 18:02:51 (UTC)
User:rse
Branch:
Comment: Added LaTeX sources of USENIX paper (rse-pmt.tex, rse-pmt.fig) to source tree and add Makefile targets for re-generating outputs (rse-pmt.ps, rse-pmt.pdf). This way all GNU Pth related material is finally part of the same distribution.
Tickets:
Inspections:
Files:
ossp-pkg/pth/.cvsignore      1.21 -> 1.22     4 inserted, 0 deleted
ossp-pkg/pth/ChangeLog      1.645 -> 1.646     8 inserted, 0 deleted
ossp-pkg/pth/Makefile.in      1.156 -> 1.157     20 inserted, 0 deleted
ossp-pkg/pth/rse-pmt.fig      added-> 1.1
ossp-pkg/pth/rse-pmt.pdf      added-> 1.1
ossp-pkg/pth/rse-pmt.ps      added-> 1.9
ossp-pkg/pth/rse-pmt.tex      added-> 1.1

ossp-pkg/pth/.cvsignore 1.21 -> 1.22

--- .cvsignore   2002/11/03 09:59:32     1.21
+++ .cvsignore   2006/06/12 18:02:51     1.22
@@ -39,3 +39,7 @@
 test_uctx
 test_sig
 test_std
+rse-pmt.aux
+rse-pmt.dvi
+rse-pmt.eps
+rse-pmt.log


ossp-pkg/pth/ChangeLog 1.645 -> 1.646

--- ChangeLog    2006/06/08 17:56:20     1.645
+++ ChangeLog    2006/06/12 18:02:51     1.646
@@ -19,6 +19,14 @@
      / __/ | |_| |
   __|_____(_)___/_________________________________________________________
                   
+  Changes between 2.0.7 and 2.0.9 (07-Jun-2006 to 12-Jun-2006)
+
+   *) Added LaTeX sources of USENIX paper (rse-pmt.tex, rse-pmt.fig)
+      to source tree and add Makefile targets for re-generating outputs
+      (rse-pmt.ps, rse-pmt.pdf). This way all GNU Pth related material
+      is finally part of the same distribution.
+      [Ralf S. Engelschall]
+
   Changes between 2.0.6 and 2.0.7 (22-Nov-2005 to 08-Jun-2006)
 
    *) Upgraded build environment from GNU shtool 2.0.3 to 2.0.6


ossp-pkg/pth/Makefile.in 1.156 -> 1.157

--- Makefile.in  2006/06/08 17:54:51     1.156
+++ Makefile.in  2006/06/12 18:02:52     1.157
@@ -73,6 +73,10 @@
 POD2MAN     = pod2man
 GDB         = gdb
 PERL        = perl
+FIG2DEV     = fig2dev
+LATEX       = latex
+DVIPS       = dvips
+GS          = gs
 
 ##
 ##  ____ TARGET DEFINITIONS _________________________________________
@@ -214,6 +218,19 @@
 test_pthread: test_pthread.o test_common.o libpthread.la
         $(LIBTOOL) --mode=link --quiet $(CC) $(LDFLAGS) -o test_pthread test_pthread.o test_common.o libpthread.la $(LIBS)
 
+#   build paper
+rse-pmt.eps: rse-pmt.fig
+        $(FIG2DEV) -L eps -F rse-pmt.fig rse-pmt.eps
+rse-pmt.aux: rse-pmt.tex rse-pmt.eps
+        $(LATEX) rse-pmt.tex
+rse-pmt.dvi: rse-pmt.tex rse-pmt.eps rse-pmt.aux
+        $(LATEX) rse-pmt.tex
+rse-pmt.ps: rse-pmt.dvi
+        $(DVIPS) -o rse-pmt.ps rse-pmt.dvi
+rse-pmt.pdf: rse-pmt.ps
+        $(GS) -q -dNOPAUSE -dBATCH -sDEVICE=pdfwrite -dCompatibilityLevel=1.4 \
+              -sOutputFile=rse-pmt.pdf -c .setpdfwrite -f rse-pmt.ps
+
 #   install the package
 install: all-for-install
         @$(MAKE) $(MKFLAGS) install-dirs install-pth @INSTALL_PTHREAD@
@@ -298,11 +315,14 @@
         $(RM) pthread-config pthread.h
         $(RM) config.log config.cache config.status
         $(RM) libtool
+        $(RM) rse-pmt.aux rse-pmt.log
+        $(RM) rse-pmt.eps rse-pmt.dvi
         $(RM) *.bak *~
 
 #   clean the source tree by removing really all generate stuff
 realclean: distclean
         $(RM) $(TARGET_MANS)
+        $(RM) rse-pmt.ps
         ./devtool autoclean
 
 #   give hints what to do as the next step


ossp-pkg/pth/rse-pmt.fig -> 1.1

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ossp-pkg/pth/rse-pmt.pdf -> 1.1

Binary files /dev/null and - differ


ossp-pkg/pth/rse-pmt.ps -> 1.9

*** /dev/null    Sat Nov 23 01:10:18 2024
--- -    Sat Nov 23 01:10:23 2024
***************
*** 0 ****
--- 1,3070 ----
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+ %%Title: rse-pmt.dvi
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+ % 
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+ %
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+ %     /greaterequal   179             0x19
+ %     /partialdiff    182             0x1A
+ %     /summation      183             0x1B
+ %     /product        184             0x1C
+ %     /pi             185             0x1D
+ %     /integral       186             0x81
+ %     /Omega          189             0x8D
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+ %     /approxequal    197             0x8F
+ %     /Delta          198             0x9D
+ %     /lozenge        215             0x9E
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+  /fraction /hungarumlaut /Lslash /lslash
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+  /minus /.notdef /Zcaron /zcaron
+ % 0x10
+  /caron /dotlessi /dotlessj /ff
+  /ffi /ffl /notequal /infinity
+  /lessequal /greaterequal /partialdiff /summation
+  /product /pi /grave /quotesingle
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+  /parenleft /parenright /asterisk /plus
+  /comma /hyphen /period /slash
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+  /zero /one /two /three
+  /four /five /six /seven
+  /eight /nine /colon /semicolon
+  /less /equal /greater /question
+ % 0x40
+  /at /A /B /C
+  /D /E /F /G
+  /H /I /J /K
+  /L /M /N /O
+ % 0x50
+  /P /Q /R /S
+  /T /U /V /W
+  /X /Y /Z /bracketleft
+  /backslash /bracketright /asciicircum /underscore
+ % 0x60
+  /quoteleft /a /b /c
+  /d /e /f /g
+  /h /i /j /k
+  /l /m /n /o
+ % 0x70
+  /p /q /r /s
+  /t /u /v /w
+  /x /y /z /braceleft
+  /bar /braceright /asciitilde /.notdef
+ % 0x80
+  /Euro /integral /quotesinglbase /florin
+  /quotedblbase /ellipsis /dagger /daggerdbl
+  /circumflex /perthousand /Scaron /guilsinglleft
+  /OE /Omega /radical /approxequal
+ % 0x90
+  /.notdef /.notdef /.notdef /quotedblleft
+  /quotedblright /bullet /endash /emdash
+  /tilde /trademark /scaron /guilsinglright
+  /oe /Delta /lozenge /Ydieresis
+ % 0xA0
+  /.notdef /exclamdown /cent /sterling
+  /currency /yen /brokenbar /section
+  /dieresis /copyright /ordfeminine /guillemotleft
+  /logicalnot /hyphen /registered /macron
+ % 0xD0
+  /degree /plusminus /twosuperior /threesuperior
+  /acute /mu /paragraph /periodcentered
+  /cedilla /onesuperior /ordmasculine /guillemotright
+  /onequarter /onehalf /threequarters /questiondown
+ % 0xC0
+  /Agrave /Aacute /Acircumflex /Atilde
+  /Adieresis /Aring /AE /Ccedilla
+  /Egrave /Eacute /Ecircumflex /Edieresis
+  /Igrave /Iacute /Icircumflex /Idieresis
+ % 0xD0
+  /Eth /Ntilde /Ograve /Oacute
+  /Ocircumflex /Otilde /Odieresis /multiply
+  /Oslash /Ugrave /Uacute /Ucircumflex
+  /Udieresis /Yacute /Thorn /germandbls
+ % 0xE0
+  /agrave /aacute /acircumflex /atilde
+  /adieresis /aring /ae /ccedilla
+  /egrave /eacute /ecircumflex /edieresis
+  /igrave /iacute /icircumflex /idieresis
+ % 0xF0
+  /eth /ntilde /ograve /oacute
+  /ocircumflex /otilde /odieresis /divide
+  /oslash /ugrave /uacute /ucircumflex
+  /udieresis /yacute /thorn /ydieresis
+ ] def
+ 
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+ 
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+ %!PS-AdobeFont-1.1: CMR10 1.00B
+ %%CreationDate: 1992 Feb 19 19:54:52
+ % Copyright (C) 1997 American Mathematical Society. All Rights Reserved.
+ 11 dict begin
+ /FontInfo 7 dict dup begin
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+ /FullName (CMR10) readonly def
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+ /FontType 1 def
+ /FontMatrix [0.001 0 0 0.001 0 0] readonly def
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+ dup 43 /plus put
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+ 11 dict begin
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+ %%CreationDate: 1996 Jul 23 07:53:57
+ % Copyright (C) 1997 American Mathematical Society. All Rights Reserved.
+ 11 dict begin
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+ % here ends figure;
+ $F2psEnd
+ rs
+ showpage
+ %%Trailer
+ %EOF
+ 
+ %%EndDocument
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+ %%Trailer
+ 
+ userdict /end-hook known{end-hook}if
+ %%EOF


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+ 
+ \documentclass[10pt,letterpaper]{article}
+ 
+ \usepackage{vmargin}
+ \usepackage{multicol}
+ \usepackage{times}
+ \usepackage{epsfig}
+ \usepackage{float}
+ \usepackage{color}
+ \usepackage{calc}
+ \usepackage{alltt}
+ \usepackage{verbatim}
+ \usepackage{moreverb}
+ \usepackage{fancyheadings}
+ \usepackage{supertabular}
+ \usepackage{colortbl}
+ \usepackage{rotating}
+ 
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+ 
+ \setpapersize{USletter}
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+ 
+ %\renewcommand{\sfdefault}{phv}
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+     {3.25ex \@plus1ex \@minus .2ex}%
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+     {\normalfont\normalsize}}
+ 
+ \renewcommand{\labelitemi}{   \rule{6pt}{6pt} }
+ \renewcommand{\labelitemii}{  \rule{5pt}{5pt} }
+ \renewcommand{\labelitemiii}{ \rule{4pt}{4pt} }
+ \renewcommand{\labelitemiv}{  \rule{3pt}{3pt} }
+ 
+ \newcommand{\mypar}[1]{\medskip\noindent{\large\bfseries #1}\smallskip}
+ 
+ \makeatother
+ 
+ \pagestyle{fancy}
+ \lhead{}
+ \chead{}
+ \rhead{}
+ \headrulewidth=0pt
+ \lfoot{}
+ \cfoot{\thepage}
+ \rfoot{}
+ 
+ \begin{document}
+ 
+ \begin{center}
+ {\huge\bfseries Portable Multithreading}\\[1mm]
+ {\large\bfseries The Signal Stack Trick For User-Space Thread Creation}\\[5mm]
+ {\large Ralf S. Engelschall}\\[1mm]
+ {\large\textit{Technische Universit\"at M\"unchen (TUM)}}\\[1mm]
+ rse@engelschall.com, http://www.engelschall.com\\[8mm]
+ %{\large June 18th, 2000}
+ \end{center}
+ 
+ \begin{abstract}
+ \noindent This paper describes a pragmatic but portable fallback
+ approach for creating and dispatching between the machine contexts of
+ multiple threads of execution on Unix systems that lack a dedicated
+ user-space context switching facility. Such a fallback approach
+ for implementing machine contexts is a vital part of a user-space
+ multithreading environment, if it has to achieve maximum portability
+ across a wide range of Unix flavors. The approach is entirely based
+ on standard Unix system facilities and ANSI-C language features and
+ especially does not require any assembly code or platform specific
+ tricks at all. The most interesting issue is the technique of creating
+ the machine context for threads, which this paper explains in detail.
+ The described approach closely follows the algorithm as implemented by
+ the author for the popular user-space multithreading library \textit{GNU
+ Portable Threads} (\textit{GNU Pth}, \cite{pth}) which this way quickly
+ gained the status of one of the most portable user-space multithreading
+ libraries.
+ 
+ \medskip
+ \noindent
+ \textsf{\bfseries Keywords:}
+ portability, multithreading, Unix, POSIX, SUSv2, ANSI-C, user-space, context
+ creation, context switching, signal handler, stack, makecontext,
+ switchcontext, sigaltstack, setjmp, longjmp.
+ 
+ \medskip
+ \noindent
+ \textsf
+ {\bfseries Publishing:}
+ Early drafts of this paper were distributed with the GNU Pth
+ distribution. The final release version was published on the USENIX
+ Annual Technical Conference, June 18-23, 2000, San Diego, California,
+ USA.
+ \end{abstract}
+ 
+ \medskip
+ \columnsep=0.25in
+ \begin{multicols}{2}[\section{Introduction}]
+ 
+ \subsection{Multithreading}
+ 
+ The paradigm of programming with multiple threads of execution (aka
+ \textit{multithreading}) is already a very old one and dates back to
+ the decades of programming with \textit{co-routines} \cite{co1,co2}.
+ Paradoxically, the use of threads on Unix platforms did not become
+ popular until the early 1990s.
+ 
+ \mypar{Multithreading Advantages}
+ 
+ \noindent
+ Multithreading can provide many benefits for applications (good runtime
+ concurrency, parallel programming techniques can be implemented more easily,
+ the popular procedural programming style can be combined with multiple
+ threads of execution, \textit{etc.}) but the most interesting ones are
+ usually performance gains and reduced resource consumption. Because
+ in contrast to multiprocess applications, multithreaded ones usually
+ require less system resources (mainly memory) and their internal
+ communication part can leverage from the shared address space.
+ 
+ \mypar{Multithreading and Applications}
+ 
+ \noindent
+ Nevertheless there still exist just a few real applications in the free
+ software world that use multithreading for their benefit, although
+ their application domains are predestined for multithreading. For
+ instance, the popular Apache webserver as of version 1.3 still uses
+ a pre-forking process model for serving HTTP requests, although
+ two experiments with multithreaded Apache variants in 1996 (with
+ \textit{rsthreads} \cite{rsthreads}) and 1998 (with \textit{NSPR}
+ \cite{nspr}) already showed great performance boosts. The same applies
+ to many similar applications.
+ 
+ The reason for this restraint mainly is that for a long time,
+ multithreading facilities under Unix were rare. The situation
+ became better after some vendors like \textit{Sun} and \textit{DEC}
+ incorporated threading facilities into their Unix flavors and
+ \textit{POSIX} standardized a threading \textit{Application Programming
+ Interface} (API) (aka \textit{Pthreads} \cite{iso}). But an API and a
+ few vendor implementations are not enough to fulfill the portability
+ requirements of modern free software packages. Here stand-alone and
+ really portable multithreading environments are needed.
+ 
+ The author collected and evaluated over twenty (mostly user-space)
+ available multithreading facilities for Unix systems (see Table 1),
+ but only a few of them are freely available and showed to be really
+ portable. And even the mostly portable ones suffered from the fact that
+ they partly depend on assembly code or platform specific tricks usually
+ related to the creation and dispatching of the individual threads. This
+ means that the number of platforms they support is limited and
+ applications which are based on these facilities are only portable to
+ those platforms. This situation is not satisfactory, so application
+ authors still avoid the use of multithreading if they want to (or have
+ to) achieve maximum portability for their application.
+ 
+ A pragmatic and mostly portable fallback technique for implementing
+ user-space threads can facilitate wider use of multithreading in free
+ software applications.
+ 
+ \newcommand{\he}[1]{\begin{rotate}{45}\textbf{\small #1}\end{rotate}}
+ \begin{figure*}[t]
+ \noindent
+ \fbox
+ {\small
+ \setlength{\tabcolsep}{2.5pt}
+ \begin{tabular}{lllllllllllllllll}
+ \rule{0pt}{26mm}%
+ \textbf{Package} & \he{Genesis} & \he{Latest Version} & \he{Implementation Space} & \he{Thread Mapping} & \he{Active Development} & \he{Experimental State} & \he{Open Source} & \he{Pthread API} & \he{Pthread Shared Memory} & \he{Native API} & \he{Native API $\ge$ Pthread API} & \he{Native API is Pthread API} & \he{Preemptive Scheduling} & \he{Portability} & \he{Assembly Code} & \he{SysCall Wrap.} \\
+ \hline
+ gnu-pth         & 1999 & 1.3.5  & user        & n:1  & yes  & no  & yes & yes & no  & yes & yes & no     & no  & full/mcsc+sjlj & no  & partly \\[-1pt]
+ cmu-lwp         & 1984 & 1.4    & user        & n:1  & yes  & no  & yes & no  & -   & yes & yes & partly & no  & semi/fixed:8   & yes & no     \\[-1pt]
+ fsu-pthread     & 1992 & 3.13   & user        & n:1  & no   & no  & yes & yes & no  & no  & -   & -      & yes & semi/fixed:6   & yes & yes    \\[-1pt]
+ mit-pthread     & 1993 & 1.8.9  & user        & n:1  & no   & no  & yes & yes & no  & no  & -   & -      & yes & semi/fixed:17  & yes & yes    \\[-1pt]
+ ptl             & 1997 & 990622 & user        & n:1  & no   & no  & yes & yes & no  & no  & -   & -      & yes & semi/fixed:10  & yes & yes    \\[-1pt]
+ linuxthreads    & 1997 & 2.1.2  & user+kernel & 1:1  & yes  & no  & yes & yes & no  & no  & -   & -      & yes & semi/fixed:5   & yes & yes    \\[-1pt]
+ uthread         & 1998 & 3.4    & user        & n:1  & yes  & no  & yes & yes & no  & no  & -   & -      & yes & semi/fixed:2   & yes & yes    \\[-1pt]
+ cthread         & 1991 & 991115 & user        & n:1  & no   & no  & yes & no  & -   & yes & yes & no     & no  & semi/fixed:8   & yes & yes    \\[-1pt]
+ openthreads/qt  & 1996 & 2.0    & user        & n:1  & no   & no  & yes & no  & -   & yes & no  & no     & no  & semi/fixed:9   & yes & no     \\[-1pt]
+ rt++/qt         & 1996 & 1.0    & user        & n:1  & no   & no  & yes & no  & -   & yes & yes & no     & no  & semi/fixed:9   & yes & no     \\[-1pt]
+ rsthreads       & 1996 & 980331 & user        & n:1  & no   & yes & yes & no  & -   & yes & no  & no     & no  & semi/fixed:9   & yes & no     \\[-1pt]
+ pcthread        & 1996 & 1.0    & user        & n:1  & no   & yes & yes & yes & no  & no  & -   & -      & yes & semi/fixed:1   & yes & no     \\[-1pt]
+ bbthreads       & 1996 & 0.3    & kernel      & 1:1  & no   & yes & yes & no  & -   & yes & no  & -      & yes & semi/fixed:1   & yes & no     \\[-1pt]
+ jkthreads       & 1998 & 1.2    & kernel      & 1:1  & no   & yes & yes & no  & -   & yes & no  & -      & yes & semi/fixed:1   & yes & no     \\[-1pt]
+ nthreads        & 1997 & 970604 & user        & n:1  & no   & yes & yes & no  & -   & yes & no  & -      & no  & semi/fixed:9   & yes & partly \\[-1pt]
+ rexthreads      & 1993 & 930614 & user        & n:1  & no   & yes & yes & no  & -   & yes & no  & -      & no  & semi/fixed:4   & yes & no     \\[-1pt]
+ coro            & 1999 & 1.0.3  & user        & n:1  & no   & yes & yes & no  & -   & yes & no  & -      & no  & semi/fixed:1   & yes & no     \\[-1pt]
+ greenthreads    & 1995 & 1.2    & user        & n:1  & no   & no  & no  & no  & -   & yes & yes & -      & yes & full/mcsc      & no  & no     \\[-1pt]
+ solaris-pthread & NN   & 2.7    & user+kernel & n:m  & yes  & no  & no  & yes & yes & yes & yes & no     & yes & NN             & NN  & yes    \\[-1pt]
+ tru64-pthread   & NN   & 5.0    & user+kernel & n:m  & yes  & no  & no  & yes & yes & no  & no  & no     & yes & NN             & NN  & yes    \\[-1pt]
+ aix-pthread     & NN   & 4.3    & user+kernel & 1:1  & yes  & no  & no  & yes & yes & no  & no  & no     & yes & NN             & NN  & yes    \\[-1pt]
+ \end{tabular}\ \ \ \ \ \ \ 
+ }\\[4pt]
+ \parbox{\linewidth}{\footnotesize\baselineskip=0pt
+ \hangafter{\textbf{Table 1:}\quad}%
+ Summary of evaluated multithreading packages and some of their
+ determined characteristics. Notice that mostly all packages con\-tain
+ assembly code and are just semi-portable, \textit{i.e.}, they support
+ only a fixed set of platforms and do not automatically adjust for new
+ ones.
+ }
+ \end{figure*}
+ 
+ \mypar{Ingredients of a Thread}
+ 
+ \noindent
+ A Unix process has many ingredients, but the most important ones are its
+ memory mapping table, the signal dispatching table, the signal mask, the
+ set of file descriptors and the machine context. The machine context
+ in turn consists of at least the CPU registers including the program
+ counter and the stack pointer. In addition, there can be light-weight
+ processes (LWP) or threads, which usually share all attributes with the
+ underlying (heavy-weight) process except for the machine context.
+ 
+ \mypar{Kernel-Space vs. User-Space}
+ 
+ \noindent
+ Those LWPs or threads, on a Unix platform classically can be implemented
+ either in kernel-space or in user-space. When implemented in
+ kernel-space, one usually calls them LWPs or kernel threads, otherwise
+ (user-space) threads. If threads are implemented by the kernel, the
+ thread context switches are performed by the kernel without notice by
+ the application, similar to the dispatching of processes. If threads are
+ implemented in user-space, the thread context switches are performed
+ usually by an application library without notice by the kernel.
+ Additionally, there exist hybrid threading approaches, where typically a
+ user-space library binds one or more user-space threads to one or more
+ kernel-space LWPs.
+ 
+ \mypar{Thread Models}
+ 
+ \noindent
+ The vendor threading facilities under \textit{Sun Solaris},
+ \textit{IBM AIX}, \textit{DEC Tru64} (formerly \textit{DIGITAL
+ UNIX} or \textit{OSF/1}) and \textit{SGI IRIX} use a \textbf{M:N}
+ mapping \cite{str,aix}, \textit{i.e.}, \textbf{M} user-space threads
+ are mapped onto \textbf{N} kernel-space LWPs. On the other hand,
+ \textit{LinuxThreads} \cite{linuxthreads} under \textit{GNU/Linux}
+ uses a \textbf{1:1} mapping and pure user-space implementations like
+ \textit{GNU Pth}, \textit{FSU pthreads} or \textit{MIT pthreads},
+ \textit{etc.} use a \textbf{M:1} mapping \cite{pth,fsu,mit}.
+ 
+ From now on we focus on such \textbf{M:1} user space threading
+ approaches, where one or more user space threads are implemented
+ inside a single kernel space process. The exercise is to implement
+ this by using standardized Unix system and ANSI-C language facilities
+ \textit{only}.
+ 
+ \subsection{The Exercise}
+ 
+ As we have mentioned, a thread shares its state with the underlying
+ process except for the machine context. So the major task for a
+ user-space threading system is to create and dispatch those machine
+ contexts.
+ 
+ In practice, the second major task it has to do is to ensure that no
+ thread by accident blocks the whole process (and thereby all other
+ threads). Instead when an operation would block, the threading library
+ should suspend only the execution of the current thread and in the
+ meantime dispatch the remaining threads. But this task is outside the
+ scope of this paper (see \cite{bmv} for details about this task). We
+ focus only on the aspect of machine context handling.
+ 
+ \subsection{The Curse of Portability}
+ 
+ Our goal of real portability for a threading system causes some
+ non-trivial problems which have to be solved. The most obvious one is
+ that dealing with machine contexts usually suffers from portability,
+ because it is a highly CPU dependent task for which not every Unix
+ flavor provides a standardized API. Although such an API would be not
+ too hard for vendors to provide, because in principle it is just a matter
+ of switching a few CPU registers (mainly the program counter and the
+ stack pointer).
+ 
+ \mypar{Assembly Code Considered Harmful}
+ 
+ \noindent
+ Additionally, we disallow the use of any assembly solutions or platform
+ specific tricks, because then the threading system again would be only
+ semi-portable, \textit{i.e.}, it can be ported to \textbf{N} platforms
+ but on the \textbf{(N+1)}th platform one has to manually adjust or even
+ extend it to work there, too.
+ 
+ This is usually not acceptable, even if it also makes solving the
+ problems harder. At least most of the known free software user-space
+ threading systems \cite{fsu,mit,ptl2} do not restrict themself to this
+ and therefore are just semi-portable. But real portability should be a
+ major goal.
+ 
+ \section{Problem Analysis}
+ 
+ \subsection{The Task in Detail}
+ 
+ Our task is simple in principle: provide an API and corresponding
+ implementation for creating and dispatching machine contexts on which
+ user-space threads can be implemented.
+ 
+ \mypar{The Proposed API}
+ 
+ \noindent
+ In detail we propose the following \textit{Application Programmers
+ Interface} (API) for the machine context handling:
+ 
+ \begin{itemize}
+ \item A data structure of type \texttt{mctx\_t} which holds the machine context.
+ 
+ \item A function 
+       ``\textbf{void} \texttt{mctx\_crea\-te(}\texttt{mctx\_t} \texttt{*}\textit{mctx},
+       \textbf{void} \texttt{(*}\textit{sf\_addr}\texttt{)(}\textbf{void *}\texttt{),}
+       \textbf{void} \texttt{*}\textit{sf\_arg}, 
+       \textbf{void} \texttt{*}\textit{sk\_addr}, 
+       \textbf{size\_t} \textit{sk\_size}\texttt{)}''
+       which creates and initializes a machine context structure in
+       \textit{mctx} with a start function \textit{sf\_addr}, a start
+       function argument \textit{sf\_arg}, and a stack starting at
+       \textit{sk\_addr}, which is \textit{sk\_size} bytes in size.
+   
+ \item A function
+       ``\textbf{void} \texttt{mctx\_save(}\texttt{mctx\_t}
+       \texttt{*}\textit{mctx}\texttt{)}''
+       which saves the current machine context into the machine context
+       structure \textit{mctx}.
+ 
+ \item A function
+       ``\textbf{void} \texttt{mctx\_restore(}\texttt{mctx\_t}
+       \texttt{*}\textit{mctx}\texttt{)}''
+       which restores the new machine context from the machine context
+       structure \textit{mctx}. This function does not return to
+       the caller. Instead it does return at the location stored
+       in \textit{mctx} (which is either \textit{sf\_addr} from a
+       previous \texttt{mctx\_create} call or the location of a previous
+       \texttt{mctx\_save} call).
+ 
+ \item A function
+       ``\textbf{void} \texttt{mctx\_switch(}\texttt{mctx\_t} \texttt{*}\textit{mctx\-\_old},
+       \texttt{mctx\_t} \texttt{*}\textit{mctx\_new}\texttt{)}''
+       which switches from the current machine context (saved to
+       \textit{mctx\_old} for later use) to a new context (restored from
+       \textit{mctx\_new}). This function returns only to the caller if
+       \texttt{mctx\_restore} or \texttt{mctx\_switch} is again used on
+       \textit{mctx\_old}.
+       
+ \end{itemize}
+ 
+ \subsection{Technical Possibilities}
+ 
+ Poking around in the references of the ANSI-C language reference and the
+ Unix standards show the following functions on which an implementation
+ can be based:
+ 
+ \begin{itemize}
+ \item There is the \texttt{ucontext}(3) facility with the functions
+       \texttt{getcontext}(3), \texttt{makecontext}(3),
+       \texttt{swapcontext}(3) and \texttt{setcontext}(3) which
+       conform to the \textit{Single Unix Specification}, Version 2
+       (\textit{SUSv2} \cite{sus}, aka \textit{Unix95/98}). Unfortunately
+       these are available on modern Unix platforms only.
+ 
+ \item There are the \texttt{jmp\_buf} based
+       functions \texttt{setjmp}(3) and \texttt{long\-jmp}(3) which
+       conform to ISO 9899:1990 (ISO-C) and the \texttt{sigjmp\_buf}
+       based \texttt{sigsetjmp}(3) and \texttt{sig\-long\-jmp}(3)
+       functions which conform to IEEE Std\-1003.1-1988 (\textit{POSIX}),
+       and \textit{Single Unix Specification}, Version 2 (\textit{SUSv2}
+       \cite{sus}, aka \textit{Unix95/98}). The first two functions are
+       available really on all Unix platforms, the last two are available
+       only on some of them.
+ 
+       On some platforms \texttt{setjmp}(3) and \texttt{longjmp}(3)
+       save and restore also the signal mask (if one does not want
+       this semantics, one has to call \texttt{\_setjmp}(3) and
+       \texttt{\_longjmp}(3) there) while on others one has to
+       explicitly use the superset functions \texttt{sigsetjmp}(3) and
+       \texttt{siglongjmp}(3) for this. In our discussion we can assume
+       that \texttt{setjmp}(3) and \texttt{longjmp}(3) save and restore
+       the signal mask, because if this is not the case in practice,
+       one easily can replace them with \texttt{sigsetjmp}(3) and
+       \texttt{siglongjmp}(3) calls (if available) or (if not available)
+       emulate the missing functionality manually with additional
+       \texttt{sigprocmask}(2) calls (see \texttt{pth\_mctx.c} in
+       \textit{GNU Pth} \cite{pth}).
+ 
+ \item There is the function \texttt{sigaltstack}(2) which 
+       conforms to the \textit{Single Unix Specification}, Version 2
+       (\textit{SUSv2} \cite{sus}, aka \textit{Unix95/98}) and its
+       ancestor function \texttt{sigstack}(2) from \textit{4.2BSD}. The
+       last one exists only on \textit{BSD}-derived platforms, but the
+       first function already exists on all current Unix platforms.
+ \end{itemize}
+ 
+ \subsection{Maximum Portability Solution}
+ 
+ The maximum portable solution obviously is to use
+ the standardized \texttt{makecontext}(3) function
+ to create threads and \texttt{switchcontext}(3) or
+ \texttt{getcontext}(3)/\texttt{setcontext}(3) to dispatch them.
+ And actually these are the preferred functions modern user-space
+ multithreading systems are using. We could easily implement our proposed
+ API as following (all error checks omitted for better readability):
+ 
+ {\small
+ \baselineskip=9pt
+ \begin{alltt}
+ /* \textrm{\textit{\bfseries machine context data structure}} */
+ \textbf{typedef struct} mctx_st \{ 
+     ucontext_t uc;
+ \} mctx_t;
+ 
+ /* \textrm{\textit{\bfseries save machine context}} */
+ \textbf{#define} mctx_save(mctx) \(\backslash\)
+     (\textbf{void})getcontext(&(mctx)->uc)
+ 
+ /* \textrm{\textit{\bfseries restore machine context}} */
+ \textbf{#define} mctx_restore(mctx) \(\backslash\)
+     (\textbf{void})setcontext(&(mctx)->uc)
+ 
+ /* \textrm{\textit{\bfseries switch machine context}} */
+ \textbf{#define} mctx_switch(mctx_old,mctx_new) \(\backslash\)
+     (\textbf{void})swapcontext(&((mctx_old)->uc), \(\backslash\)
+                       &((mctx_new)->uc))
+ 
+ /* \textrm{\textit{\bfseries create machine context}} */
+ \textbf{void} mctx_create(
+     mctx_t *mctx,
+     \textbf{void} (*sf_addr)(\textbf{void} *), \textbf{void} *sf_arg,
+     \textbf{void} *sk_addr, size_t sk_size) 
+ \{
+ 
+     /* \textrm{\textit{\bfseries fetch current context}} */
+     getcontext(&(mctx->uc));
+ 
+     /* \textrm{\textit{\bfseries adjust to new context}} */
+     mctx->uc.uc_link           = NULL;
+     mctx->uc.uc_stack.ss_sp    = sk_addr;
+     mctx->uc.uc_stack.ss_size  = sk_size;
+     mctx->uc.uc_stack.ss_flags = 0;
+ 
+     /* \textrm{\textit{\bfseries make new context}} */
+     makecontext(&(mctx->uc), 
+                 sf_addr, 1, sf_arg);
+     \textbf{return};
+ \}
+ \end{alltt}}
+ 
+ \noindent
+ Unfortunately there are still lots of Unix platforms where this
+ approach cannot be used, because the standardized \texttt{ucontext}(3)
+ API is not provided by the vendor. Actually the platform test results
+ for \textit{GNU Pth} (see Table 2 below) showed that only 7 of 21
+ successfully tested Unix flavors provided the standardized API
+ (\texttt{makecontext}(3), \textit{etc.}). On all other platforms,
+ \textit{GNU Pth} was forced to use the fallback approach of implementing
+ the machine context as we will describe in the following. Obviously
+ this fallback approach has to use the remaining technical possibilities
+ (\texttt{sigsetjmp}(3), \textit{etc.}).
+ 
+ \medskip
+ \noindent
+ \fbox
+ {\parbox{7.8cm}
+ {\footnotesize
+ \noindent
+ \medskip
+ \begin{tabular}{l|l|l|l}
+ {\bfseries Operating System} & 
+ {\bfseries Architecture(s)} & 
+ {\bfseries mcsc} & 
+ {\bfseries sjlj} \\
+ FreeBSD 2.x/3.x            & Intel             & no  & yes \\
+ FreeBSD 3.x                & Intel, Alpha      & no  & yes \\
+ NetBSD 1.3/1.4             & Intel, PPC, M68K  & no  & yes \\
+ OpenBSD 2.5/2.6            & Intel, SPARC      & no  & yes \\
+ BSDI 4.0                   & Intel             & no  & yes \\
+ Linux 2.0.x glibc 1.x/2.0  & Intel, SPARC, PPC & no  & yes \\
+ Linux 2.2.x glibc 2.0/2.1  & Intel, Alpha, ARM & no  & yes \\
+ Sun SunOS 4.1.x            & SPARC             & no  & yes \\
+ Sun Solaris 2.5/2.6/2.7    & SPARC             & yes & yes \\
+ SCO UnixWare 2.x/7.x       & Intel             & yes & yes \\
+ SCO OpenServer 5.0.x       & Intel             & no  & yes \\
+ IBM AIX 4.1/4.2/4.3        & RS6000, PPC       & yes & yes \\
+ HP HPUX 9.10/10.20         & HPPA              & no  & yes \\
+ HP HPUX 11.0               & HPPA              & yes & yes \\
+ SGI IRIX 5.3               & MIPS 32/64        & no  & yes \\
+ SGI IRIX 6.2/6.5           & MIPS 32/64        & yes & yes \\
+ ISC 4.0                    & Intel             & no  & yes \\
+ Apple MacOS X              & PPC               & no  & yes \\
+ DEC OSF1/Tru64 4.0/5.0     & Alpha             & yes & yes \\
+ SNI ReliantUNIX            & MIPS              & yes & yes \\
+ AmigaOS                    & M68K              & no  & yes \\
+ \end{tabular}
+ 
+ \medskip
+ \noindent
+ {\tiny
+ \begin{tabular}{ll}
+ \end{tabular}
+ }
+ }}\\[4pt]
+ \parbox{\linewidth}{\footnotesize\baselineskip=0pt
+ \hangafter{\textbf{Table 2:}\quad}%
+ Summary of operating system support. The level and type of support found on
+ each tested operating system. \texttt{mcsc}: functional
+ \texttt{makecontext}(3)/\-\texttt{switchcontext}(3), \texttt{sjlj}: functional
+ \texttt{setjmp}(3)/\texttt{longjmp}(3) or
+ \texttt{sig\-setjmp}(3)/\-\texttt{siglongjmp}(3). See file \texttt{PORTING} in
+ \textit{GNU Pth} \cite{pth} for more details.
+ }
+ 
+ \subsection{Remaining Possibilities}
+ 
+ Our problem can be divided into two parts, an easy one and a difficult one.
+ 
+ \mypar{The Easy Part}
+ 
+ \noindent
+ That \texttt{setjmp}(3) and \texttt{longjmp}(3) can be used to implement
+ user-space threads is commonly known \cite{ptl2,rsthreads,uthread}.
+ Mostly all older portable user-space threading libraries are based
+ on them, although some problems are known with these facilities (see
+ below). So it becomes clear that we also have to use these functions and
+ base our machine context (\texttt{mctx\_t}) on their \texttt{jmp\_buf}
+ data structure.
+ 
+ We immediately recognize that this way we have at least solved
+ the dispatching problem, because our \texttt{mctx\_save},
+ \texttt{mctx\_restore} and \texttt{mctx\_switch} functions can be easily
+ implemented with \texttt{setjmp}(3) and \texttt{longjmp}(3).
+ 
+ \mypar{The Difficult Part}
+ 
+ \noindent
+ Nevertheless, the difficult problem of how to create the machine context
+ remains. Even knowing that our machine context is \texttt{jmp\_buf}
+ based is no advantage to us. A \texttt{jmp\_buf} has to be treated
+ by us as an opaque data structure --- for portability reasons. The
+ only operations we can perform on it are \texttt{setjmp}(3) and
+ \texttt{longjmp}(3) calls, of course. Additionally, we are forced to use
+ \texttt{sigaltstack}(3) for our stack manipulations, because it is the
+ only portable function which actually deals with stacks.
+ 
+ So it is clear that our implementation for \texttt{mctx\_\-create} has
+ to play a few tricks to use a \texttt{jmp\_buf} for passing execution
+ control to an arbitrary startup routine. And our approach 
+ has to be careful to ensure that it does not suffer from unexpected
+ side-effects. It should be also obvious that we cannot again
+ expect to find an easy solution (as for \texttt{mctx\_save},
+ \texttt{mctx\_restore} and \texttt{mctx\_switch}), because
+ \texttt{setjmp}(3) and \texttt{sigaltstack}(3) cannot be trivially
+ combined to form \texttt{mctx\_create}.
+ 
+ \section{Implementation}
+ 
+ As we have already discussed, our implementation contains an easy part
+ (\texttt{mctx\_save}, \texttt{mctx\_restore} and \texttt{mctx\_switch})
+ and a difficult part (\texttt{mctx\_create}). Let us start with the easy
+ part, whose implementation is obvious (all error checks again omitted
+ for better readability):
+ 
+ {\small
+ \baselineskip=9pt
+ \begin{alltt}
+ /* \textrm{\textit{\bfseries machine context data structure}} */
+ \textbf{typedef struct} mctx_st \{ 
+     jmp_buf jb;
+ \} mctx_t;
+ 
+ /* \textrm{\textit{\bfseries save machine context}} */
+ \textbf{#define} mctx_save(mctx) \(\backslash\)
+     (\textbf{void})setjmp((mctx)->jb)
+ 
+ /* \textrm{\textit{\bfseries restore machine context}} */
+ \textbf{#define} mctx_restore(mctx) \(\backslash\)
+     longjmp((mctx)->jb, 1)
+ 
+ /* \textrm{\textit{\bfseries switch machine context}} */
+ \textbf{#define} mctx_switch(mctx_old,mctx_new) \(\backslash\)
+     \textbf{if} (setjmp((mctx_old)->jb) == 0) \(\backslash\)
+         longjmp((mctx_new)->jb, 1)
+ 
+ /* \textrm{\textit{\bfseries create machine context}} */
+ \textbf{void} mctx_create(
+     mctx_t *mctx,
+     \textbf{void} (*sf_addr)(\textbf{void} *), \textbf{void} *sf_arg,
+     \textbf{void} *sk_addr, size_t sk_size) 
+ \{
+     \textrm{\textit{\bfseries ...initialization of \texttt{mctx} to be filled in...}}
+ \}
+ \end{alltt}}
+ 
+ \noindent
+ There is one subtle but important point we should mention: The
+ use of the C pre-processor \texttt{\#define} directive to implement
+ \texttt{mctx\_save}, \texttt{mctx\_restore} and \texttt{mctx\_switch}
+ is intentional. For technical reasons related to \texttt{setjmp}(3)
+ semantics and \texttt{return} related stack behavior (which we will
+ explain later in detail) we \textit{cannot} implement these three
+ functions (at least not \texttt{mctx\_switch}) as C functions if we want
+ to achieve maximum portability across all platforms. Instead they have
+ to be implemented as pre-processor macros.
+ 
+ \subsection{Algorithm Overview}
+ 
+ The general idea for \texttt{mctx\_create} is to configure the given
+ stack as a signal stack via \texttt{sigaltstack}(2), send the current
+ process a signal to transfer execution control onto this stack, save
+ the machine context there via \texttt{setjmp}(3), get rid of the signal
+ handler scope and bootstrap into the startup routine.
+ 
+ The real problem in this approach comes from the signal handler scope
+ which implies various restrictions on Unix platforms (the signal
+ handler scope often is just a flag in the process control block (PCB)
+ which various system calls, like \texttt{sigaltstack}(2), check before
+ allowing the operation -- but because it is part of the process state
+ the kernel manages, the process cannot change it itself). As we will
+ see, we have to perform a few tricks to get rid of it. The second main
+ problem is: how do we prepare the calling of the start routine without
+ immediately entering it?
+ 
+ \subsection{Algorithm}
+ 
+ The input to the \texttt{mctx\_create} function is the machine context
+ structure \textit{mctx} which should be initialized, the thread startup
+ function address \textit{sf\_addr}, the thread startup function argument
+ \textit{sf\_arg} and a chunk of memory starting at \textit{sk\_addr} and
+ \textit{sk\_size} bytes in size, which should become the threads stack.
+ 
+ The following algorithm for \texttt{mctx\_create} is directly modeled
+ after the implemented algorithm one can find in \textit{GNU Pth}
+ \cite{pth}, which in turn was derived from techniques originally found
+ in \textit{rsthreads} \cite{rsthreads}:
+ 
+ \begin{enumerate}
+ 
+ \item Preserve the current signal mask and block an arbitrary worker
+       signal (we use \texttt{SIGUSR1}, but any signal can be used for
+       this -- even an already used one). This worker signal is later
+       temporarily required for the trampoline step.
+ 
+ \item Preserve a possibly existing signal action for the worker
+       signal and configure a trampoline function as the new temporary
+       signal action. The signal delivery is configured to occur on
+       an alternate signal stack (see next step).
+ 
+ \item Preserve a possibly active alternate signal stack and configure
+       the memory chunk starting at \textit{sk\_addr} as the new
+       temporary alternate signal stack of length \textit{sk\_size}.
+ 
+ \item Save parameters for the trampoline step (\textit{mctx},
+       \textit{sf\_addr}, \textit{sf\_arg}, \textit{etc.}) in global
+       variables, send the current process the worker signal, temporarily
+       unblock it and this way allow it to be delivered on the signal
+       stack in order to transfer execution control to the trampoline
+       function. 
+ 
+ \item After the trampoline function asynchronously entered, save its
+       machine context in the \textit{mctx} structure and immediately
+       return from it to terminate the signal handler scope.
+  
+ \item Restore the preserved alternate signal stack, preserved signal
+       action and preserved signal mask for worker signal. This way
+       an existing application configuration for the worker signal is
+       restored.
+ 
+ \item Save the current machine context of \texttt{mctx\_create}. This
+       allows us to return to this point after the next trampoline step.
+ 
+ \item Restore the previously saved machine context of the trampoline function
+       (\textit{mctx}) to again transfer execution control onto the alternate
+       stack, but this time without(!) signal handler scope. 
+ 
+ \item After reaching the trampoline function (\textit{mctx}) again,
+       immediately bootstrap into a clean stack frame by just calling a
+       second function.
+ 
+ \item Set the new signal mask to be the same as the original signal
+       mask which was active when \texttt{mctx\_create} was called. This
+       is required because in the first trampoline step we usually had at
+       least the worker signal blocked.
+ 
+ \item Load the passed startup information (\textit{sf\_addr},
+       \textit{sf\_arg}) from \texttt{mctx\_create} into local
+       (stack-based) variables. This is important because their values
+       have to be preserved in machine context dependent memory until
+       the created machine context is the first time restored by the
+       application.
+ 
+ \item Save the current machine context for later restoring by
+       the calling application.
+       
+ \item Restore the previously saved machine context
+       of \texttt{mctx\_create} to transfer execution control back to it.
+ 
+ \item Return to the calling application.
+ 
+ \end{enumerate}
+ 
+ \noindent
+ When the calling application now again switches into the established
+ machine context \textit{mctx}, the thread starts running at routine
+ \textit{sf\_addr} with argument \textit{sf\_arg}. Figure 1 illustrates
+ the algorithm (the numbers refer to the algorithm steps listed above).
+ 
+ \bigskip
+ \noindent
+ \psfig{file=rse-pmt.eps}\\[4pt]
+ \parbox{\linewidth}{\footnotesize\baselineskip=0pt
+ \hangafter{\textbf{Figure 1:}\quad}%
+ Illustration of the machine context creation procedure. The thick
+ solid lines and numeric marks correspond to the algorithm steps as
+ described in section 3.2. The thick dotted lines show a possible further
+ processing where a few context switches are performed to dispatch
+ between the main thread and the new created thread.
+ }
+ \smallskip
+ 
+ \subsection{Source Code}
+ 
+ The corresponding ANSI-C code, which implements \texttt{mctx\_create},
+ is a little bit more complicated. But with the presented algorithm in
+ mind, it is now straight-forward.
+ 
+ {\small%
+ \baselineskip=9pt
+ \begin{alltt}
+ \textbf{static} mctx_t       mctx_caller;
+ \textbf{static} sig_atomic_t mctx_called;
+ 
+ \textbf{static} mctx_t      *mctx_creat;
+ \textbf{static} \textbf{void}       (*mctx_creat_func)(\textbf{void} *);
+ \textbf{static} \textbf{void}        *mctx_creat_arg;
+ \textbf{static} sigset_t     mctx_creat_sigs;
+ 
+ \textbf{void} mctx_create(
+     mctx_t *mctx,
+     \textbf{void} (*sf_addr)(\textbf{void} *), \textbf{void} *sf_arg, 
+     \textbf{void} *sk_addr, \textbf{size_t} sk_size)
+ \{
+     \textbf{struct} sigaction sa;
+     \textbf{struct} sigaction osa;
+     \textbf{struct} sigaltstack ss;
+     \textbf{struct} sigaltstack oss;
+     sigset_t osigs;
+     sigset_t sigs;
+ 
+     /* \textrm{\textit{\bfseries Step 1:}} */
+     sigemptyset(&sigs);
+     sigaddset(&sigs, SIGUSR1);
+     sigprocmask(SIG_BLOCK, &sigs, &osigs);
+ 
+     /* \textrm{\textit{\bfseries Step 2:}} */
+     memset((\textbf{void} *)&sa, 0, 
+            \textbf{sizeof}(\textbf{struct} sigaction));
+     sa.sa_handler = mctx_create_trampoline;
+     sa.sa_flags = SA_ONSTACK;
+     sigemptyset(&sa.sa_mask);
+     sigaction(SIGUSR1, &sa, &osa);
+ 
+     /* \textrm{\textit{\bfseries Step 3:}} */
+     ss.ss_sp    = sk_addr; 
+     ss.ss_size  = sk_size;
+     ss.ss_flags = 0;
+     sigaltstack(&ss, &oss);
+ 
+     /* \textrm{\textit{\bfseries Step 4:}} */
+     mctx_creat      = mctx;
+     mctx_creat_func = sf_addr;
+     mctx_creat_arg  = sf_arg;
+     mctx_creat_sigs = osigs;
+     mctx_called     = FALSE;
+     kill(getpid(), SIGUSR1);
+     sigfillset(&sigs);
+     sigdelset(&sigs, SIGUSR1);
+     \textbf{while} (!mctx_called)
+         sigsuspend(&sigs);
+ 
+     /* \textrm{\textit{\bfseries Step 6:}} */
+     sigaltstack(NULL, &ss);
+     ss.ss_flags = SS_DISABLE;
+     sigaltstack(&ss, NULL);
+     if (!(oss.ss_flags & SS_DISABLE))
+         sigaltstack(&oss, NULL);
+     sigaction(SIGUSR1, &osa, NULL);
+     sigprocmask(SIG_SETMASK, 
+                 &osigs, NULL);
+ 
+     /* \textrm{\textit{\bfseries Step 7 \& Step 8:}} */
+     mctx_switch(&mctx_caller, mctx);
+ 
+     /* \textrm{\textit{\bfseries Step 14:}} */
+     \textbf{return};
+ \}
+ 
+ \textbf{void} mctx_create_trampoline(\textbf{int} sig)
+ \{
+     /* \textrm{\textit{\bfseries Step 5:}} */
+     \textbf{if} (mctx_save(mctx_creat) == 0) \{
+         mctx_called = TRUE;
+         \textbf{return};
+     \}
+ 
+     /* \textrm{\textit{\bfseries Step 9:}} */
+     mctx_create_boot();
+ \}
+ 
+ \textbf{void} mctx_create_boot(\textbf{void})
+ \{
+     \textbf{void} (*mctx_start_func)(\textbf{void} *);
+     \textbf{void} *mctx_start_arg;
+ 
+     /* \textrm{\textit{\bfseries Step 10:}} */
+     sigprocmask(SIG_SETMASK, 
+                 &mctx_creat_sigs, NULL);
+ 
+     /* \textrm{\textit{\bfseries Step 11:}} */
+     mctx_start_func = mctx_creat_func;
+     mctx_start_arg  = mctx_creat_arg;
+ 
+     /* \textrm{\textit{\bfseries Step 12 \& Step 13:}} */
+     mctx_switch(mctx_creat, &mctx_caller);
+ 
+     /* \textrm{\textit{\bfseries The thread ``magically'' starts... }} */
+     mctx_start_func(mctx_start_arg);
+ 
+     /* NOTREACHED */
+     abort();
+ \}
+ \end{alltt}
+ }
+ 
+ \subsection{Run-time Penalty}
+ 
+ After this discussion of the implementation details, an obviously
+ occuring question now is what the expected run-time penalty is. That is,
+ what does our presented machine context implementation cost compared
+ to a \texttt{ucontext}(3) based solution. From the already discussed
+ details we can easily guess that our complex machine context creation
+ procedure (\texttt{mctx\_create}) will be certainly noticeably slower
+ than a solution based on a \texttt{ucontext}(3) facility.
+ 
+ But a wild guess is not sufficing for a reasonable statement. So we have
+ written a \textit{Simple Machine Context Benchmark} (SMCB \cite{smcb})
+ which was used to compare run-time costs of the \texttt{mctx\_create}
+ and \texttt{mctx\_switch} functions if once implemented through
+ the \textit{POSIX} \texttt{makecontext}(3)/\texttt{swapcontext}(3)
+ functions (as shown in section 2.3), and once implemented with our
+ based fallback implementation (for convenience reasons we directly used
+ \texttt{sigjmp\_buf}, \texttt{sigsetjmp}(3) and \texttt{siglongjmp}(3)
+ in the benchmark, because all tested platforms provided this). The
+ results are shown Table 3 below.
+ 
+ As one can derive from these evaluations, our signal stack trick to
+ implement \texttt{mctx\_create} in practice is approximately 15 times
+ slower than the \texttt{makecontext}(3) based variant. This cost
+ should not be neglected. On the other hand, the \texttt{sigsetjmp}(3)/
+ \texttt{siglongjmp}(3) based \texttt{mctx\_switch} performs about as
+ good as the \texttt{swapcontext}(3) based variant (the reason why
+ on most of the tested platforms it is even slightly faster is not
+ known -- but we guess it is related to a greater management overhead
+ in the \texttt{ucontext}(3) facility, which is a superset of the
+ functionality we require). Or in short: our presented fallback approach
+ costs noticeable extra CPU cycles on thread creation time, but is as
+ fast as the standardized solution under thread dispatching time.
+ 
+ \bigskip
+ \noindent
+ \fbox
+ {\parbox{7.8cm}
+ {\footnotesize
+ \noindent
+ \medskip
+ \ \ \ {\bfseries 10000 $\times$ mctx\_create (in seconds):}\\[1mm]
+ \begin{tabular}{l|r|r|r}
+ {\bfseries Platform} & 
+ {\bfseries mcsc} & 
+ {\bfseries sjlj} & 
+ {\bfseries overhead} \\
+ Sun Solaris 2.6 (SPARC)  & 0.076 & 1.268 & 16.7 \\
+ DEC Tru64 5.0 (Alpha)    & 0.019 & 0.235 & 12.4 \\
+ SGI IRIX 6.5 (MIPS)      & 0.105 & 1.523 & 14.5 \\
+ SCO UnixWare 7.0 (Intel) & 0.204 & 3.827 & 18.8 \\
+ HP HP/UX 11.0 (HPPA)     & 0.057 & 0.667 & 11.8 \\
+ \multicolumn{4}{r}{
+     {\bfseries Average: \quad 14.8}} \\
+ \end{tabular}
+ 
+ \medskip
+ \ \ \ {\bfseries 10000 $\times$ mctx\_switch (in seconds):}\\[1mm]
+ \begin{tabular}{l|r|r|r}
+ {\bfseries Platform} & 
+ {\bfseries mcsc} & 
+ {\bfseries sjlj} & 
+ {\bfseries overhead} \\
+ Sun Solaris 2.6 (SPARC)  & 0.137 & 0.210 & 1.5 \\
+ DEC Tru64 5.0 (Alpha)    & 0.034 & 0.022 & 0.6 \\
+ SGI IRIX 6.5 (MIPS)      & 0.235 & 0.190 & 0.8 \\
+ SCO UnixWare 7.0 (Intel) & 0.440 & 0.398 & 0.9 \\
+ HP HP/UX 11.0 (HPPA)     & 0.106 & 0.065 & 0.6 \\
+ \multicolumn{4}{r}{
+     {\bfseries Average: \quad 0.9}} \\
+ \end{tabular}
+ }}\\[4pt]
+ \parbox{\linewidth}{\footnotesize\baselineskip=0pt
+ \hangafter{\textbf{Table 3:}\quad}%
+ Summary of \textit{Simple Machine Context Benchmark} (SMCB, \cite{smcb}).
+ The speed of machine context creation and switching found on
+ each tested operating system. \textbf{mcsc}: functional
+ \texttt{makecontext}(3) / \texttt{switchcontext}(3), \textbf{sjlj}: functional
+ \texttt{sigsetjmp}(3)/\texttt{siglongjmp}(3). \textbf{overhead}: the
+ overhead of using \textbf{sjlj} instead of \textbf{mcsc}.
+ }
+ 
+ \subsection{Remaining Issues}
+ 
+ The presented algorithm and source code can be directly used in
+ practice for implementing a minimal threading system or the concept
+ of co-routines. Its big advantage is that if the operating system
+ provides the required standardized primitives, we do not need to know
+ anything at all about the machine we are running on --- everything just
+ works. Nevertheless, there remain a few special issues we still have to
+ discuss.
+ 
+ \mypar{The Waggly longjmp(3) after Return}
+ 
+ \noindent
+ On some platforms, \texttt{longjmp}(3) may not be called after the
+ function which called the \texttt{setjmp}(3) returned. When this is
+ done, the stack frame situation is not guaranteed to be in a clean and
+ consistent state. But this is exactly the mechanism we use in order to
+ get rid of the signal handler scope in step 5.
+ 
+ The only alternative would be to leave the signal handler via
+ \texttt{longjmp}(3), but then we would have another problem,
+ as experience showed. For instance, \textsc{Robert S. Thau}'s
+ \textit{Really Simple Threads} (\textit{rsthreads}) \cite{rsthreads}
+ was ported to several platforms and was used to run an experimental
+ multithreaded version of the Apache webserver. \textsc{Thau}'s approach
+ was similar to ours, but differed significantly in the way the signal
+ handler is left. In particular, in an attempt to avoid the unsafe stack
+ frame, it used a \texttt{longjmp}(3) call to leave the signal handler,
+ rather than returning from it. But this approach does not work on some
+ \textit{SysV}-derived kernels, as we already mentioned.
+ 
+ The problem is that these kernels do not ``believe'' that the code
+ is out of the signal-handling context, until the signal handler has
+ returned --- and accordingly, refuse to allow readjustment of the
+ signal stack until it has. But with the \textit{rsthreads} approach,
+ the signal handler that created the first thread never returns, and
+ when \textit{rsthreads} wants to create the second thread, these
+ kernels refuse to readjust the signal stack, and we are stuck. So with
+ portability in mind, we decided that it is better to get rid of the
+ signal handler scope with the straight-forward ``\texttt{return}'' and
+ instead fight the mentioned (simpler) problem of an unsafe stack frame.
+ 
+ Fortunately, in practice this is not as problematic as it seems, because
+ evaluations (for \textit{GNU Pth}) on a wide range of current Unix
+ platforms showed that one can reach a safe stack frame again by just
+ calling a function. That is the reason why our algorithm enters the
+ second trampoline function in step 9.
+ 
+ \mypar{The Uncooperative longjmp(3)}
+ 
+ \noindent
+ Even on operating systems which have working \textit{POSIX}
+ functions, our approach may theoretically still not work, because
+ \texttt{longjmp}(3) does not cooperate. For instance, on some
+ platforms the standard \textit{libc} \texttt{longjmp}(3) branches
+ to error-handling code if it detects that the caller tries to jump
+ \textit{up} the stack, \textit{i.e.}, into a stack frame that has
+ already returned.
+ 
+ This is usually implemented by comparing the current stack pointer
+ to the one in the \texttt{jmp\_buf} structure. That is why it is
+ important for our algorithm to return from the signal handler and this
+ way enter the (different) stack of the parent thread. In practice,
+ the implementation in \textit{GNU Pth} showed that then one no longer
+ suffers from those uncooperative \texttt{longjmp}(3) implementations,
+ but one should keep this point in mind when reaching even more
+ uncooperative variants on esoteric Unix platforms. If it still occurs,
+ one can only try to resume the operation by using a possibly existing
+ platform-specific error handling hook.
+ 
+ \mypar{Garbage at Bottom of Stacks}
+ 
+ \noindent
+ There is a subtle side-effect of our implementation: there remains some
+ garbage at the bottom of each thread stack. The reason is that if a
+ signal is delivered, the operating system pushes some state onto the
+ stack, which is restored later, when the signal handler returns. But
+ although we return from the signal handler, we jump in again, and this
+ time we enter not directly at the bottom of the stack, because of the
+ \texttt{setjmp}(3) in the trampoline function.
+ 
+ Since the operating system has to capture all CPU registers (including
+ those that are ordinarily scratch registers or caller-save registers),
+ there can be a fair amount of memory at the bottom of the established
+ thread stack. For some systems this can be even up to 1 KB of garbage
+ \cite{rsthreads}. But except for the additional memory consumption it
+ does not hurt.
+ 
+ We just have to keep in mind this additional stack consumption when
+ deciding the stack size (\textit{sk\_size}). A reasonable stack size
+ usually is between 16 and 32 KB. Less is neither reasonable nor always
+ allowed (current Unix platforms usually require a stack to be at least
+ 16 KB in size).
+ 
+ \mypar{Stack Overflows}
+ 
+ \noindent
+ There is a noticeable difference between the initial \texttt{main}()
+ thread and the explicitly spawned threads: the initial thread runs on
+ the standard process stack. This stack automatically can grow under
+ Unix, while the stacks of the spawned threads are fixed in size. So
+ stack overflows can occur for the spawned threads. This implies that
+ the parent has to make a reasonable guess of the threads stack space
+ requirement already at spawning time.
+ 
+ And there is no really portable solution to this problem, because even
+ if the thread library's scheduler can detect the stack overflow, it
+ cannot easily resize the stack. The reason is simply that the stack
+ initialization goes hand in hand with the initialization of the start
+ routine, as we discussed before. And this start routine has to be a real
+ C function in order to \textit{call}. But once the thread is running,
+ there no longer exists such an entry point. So, even if the scheduler
+ would be able to give the thread a new enlarged stack, there is no
+ chance to restart the thread on this new stack.
+ 
+ Or more correct, there is no \textit{portable} way to achieve it. As
+ with the previous problems, there is a non-portable solution. That
+ is why our implementation did not deal with this issue. Instead in
+ practice one usually lets the scheduler just detect the stack overflow
+ and terminate the thread. This is done by using a red zone at the top
+ of the stack which is marked with a magic value the scheduler checks
+ between thread dispatching operations.
+ 
+ Resizing solutions are only possible in semi-portable ways. One
+ approach is to place the thread stacks into a memory mapped area (see
+ \texttt{mmap}(2)) of the process address space and let the scheduler
+ catch \texttt{SIGSEGV} signals. When such a signal occurs, because of
+ a stack overflow in this area, the scheduler explicitly resizes the
+ memory mapped area. This resizing can be done either by copying the
+ stack contents into a new larger area which is then re-mapped to the
+ old address or via an even more elegant way, as the vendor threading
+ libraries of \textit{Sun Solaris}, \textit{FreeBSD} and \textit{DEC
+ Tru64} do it: the thread stacks are allocated inside memory mapped areas
+ which are already initially a few MB in (virtual) size and then one just
+ relies on the virtual memory system's feature that only the actually
+ consumed memory space is mapped.
+ 
+ \mypar{Startup Routine Termination}
+ 
+ \noindent
+ There is a cruel \texttt{abort}(3) call at the end of our
+ \texttt{mctx\_create\_boot} function. This means, if the startup
+ routine would return, the process is aborted. That is obviously not
+ reasonable, so why have we written it this way?
+ 
+ If the thread returns from the startup routine, it should be cleanly
+ terminated. But it cannot terminate itself (for instance, because
+ it cannot free its own stack while running on it, \textit{etc.}). So
+ the termination handling actually is the task of the thread library
+ scheduler. As a consequence, the thread spawning function of a thread
+ library should be not directly \texttt{mctx\_create}.
+ 
+ Instead the thread spawning function should use an additional trampoline
+ function as the higher-level startup routine. And this trampoline
+ function performs a context switch back into the thread library
+ scheduler before the lower-level startup routine would return.
+ The scheduler then can safely remove the thread and its machine
+ context. That is why the \texttt{abort}(3) call is never reached
+ in practice (more details can be found in the implementations of
+ \texttt{pth\_spawn} and \texttt{pth\_exit} in \texttt{pth\_lib.c} of
+ \textit{GNU Pth} \cite{pth})
+ 
+ \mypar{The sigstack(2) Fallback Situation}
+ 
+ \noindent
+ Not all platforms provide the standardized \texttt{sigaltstack}(2).
+ Instead they at least provide the \textit{4.2BSD} ancestor
+ function \texttt{sigstack}(2). But one cannot trivially replace
+ \texttt{sigaltstack}(2) by \texttt{sigstack}(2) in this situation,
+ because in contrast to \texttt{sigaltstack}(2), the old
+ \texttt{sigstack}(2) does not automatically handle the machine dependent
+ direction of stack growth.
+ 
+ Instead, the caller has to know the direction and always call
+ \texttt{sigstack}(2) with the address of the bottom of the stack. So, in
+ a real-world implementation one first has to determine the direction of
+ stack growth in order to use \texttt{sigstack}(2) as a replacement for
+ \texttt{sigaltstack}(2). Fortunately this is easier than it seems on the
+ first look (for details see the macros \texttt{AC\_CHECK\_STACKGROWTH}
+ and \texttt{AC\_CHECK\_STACKSETUP} in file \texttt{aclocal.m4} from
+ \textit{GNU Pth} \cite{pth}). Alternatively if one can afford to waste
+ memory, one can use an elegant trick: to set up a stack of size $N$,
+ one allocates a chunk of memory (starting at address $A$) of size
+ $N\times2$ and then calls \texttt{sigstack}(2) with the parameters
+ \textit{sk\_addr=}$A+N$ and \textit{sk\_size=}$N$, \textit{i.e.}, one
+ specifies the middle of the memory chunk as the stack base.
+ 
+ \mypar{The Blind Alley of Brain-Dead Platforms}
+ 
+ \noindent
+ The world would not be as funny as it is, if really all Unix platforms
+ would be fair to us. Instead, currently at least one platform exists
+ which plays unfair: unfortunately, ancient versions of the popular
+ \textit{GNU/Linux}. Although we will discover that it both provides
+ \texttt{sigaltstack}(2) and \texttt{sigstack}(2), our approach won't
+ work on \textit{Linux} kernels prior to version 2.2 and \textit{glibc}
+ prior to version 2.1.
+ 
+ Why? Because its \textit{libc} provides only stubs of these functions
+ which always return just \texttt{-1} with \texttt{errno} set
+ to \texttt{ENOSYS}. So, this definitely means that our nifty
+ algorithm is useless there, because its central point \textit{is}
+ \texttt{sigaltstack}(2)/\texttt{sigstack}(2). Nevertheless we do not
+ need to give up. At least not, if we, for a single brain-dead platform,
+ accept to break our general goal of not using any platform dependent
+ code.
+ 
+ So, what can we actually do here? All we have to do, is to fiddle
+ around a little bit with the machine-dependent \texttt{jmp\_buf}
+ ingredients (by poking around in \texttt{setjmp.h} or by disassembling
+ \texttt{longjmp}(3) in the debugger). Usually one just has to do a
+ \texttt{setjmp}(3) to get an initial state in the \texttt{jmp\_buf}
+ structure and then manually adjust two of its fields: the program
+ counter (usually a structure member with ``\texttt{pc}'' in the name)
+ and the stack pointer (usually a structure member with ``\texttt{sp}''
+ in the name).
+ 
+ That is all and can be acceptable for a real-world implementation which
+ really wants to cover mostly \textit{all} platforms -- at least as long
+ as the special treatment is needed just for one or two platforms. But
+ one has to keep in mind that it at least breaks one of the initial goals
+ and has to be treated as a last chance solution.
+ 
+ \mypar{Functions sigsetjmp(3) and siglongjmp(3)}
+ 
+ One certainly wants the \textit{POSIX} thread semantics where a
+ thread has its own signal mask. As already mentioned, on some
+ platforms \texttt{setjmp}(3) and \texttt{longjmp}(3) do not provide
+ this and instead one has to explicitly call \texttt{sigsetjmp}(3)
+ and \texttt{siglongjmp}(3) instead. There is only one snare:
+ on some platforms \texttt{sigsetjmp}(3)/\texttt{siglongjmp}(3)
+ save also information about the alternate signals stack. So
+ here one has to make sure that although the thread dispatching
+ later uses \texttt{sigsetjmp}(3)/\texttt{siglongjmp}(3), the
+ thread creation step in \texttt{mctx\_create} still uses plain
+ \texttt{setjmp}(3)/\texttt{longjmp}(3) calls for the trampoline
+ trick. One just has to be careful because the \texttt{jmp\_buf}
+ and \texttt{sigjmp\_buf} structures cannot be mixed between
+ calls to the \texttt{sigsetjmp}(3)/\texttt{siglongjmp}(3) and
+ \texttt{setjmp}(3)/\texttt{longjmp}(3).
+ 
+ \mypar{More Machine Context Ingredients}
+ 
+ \noindent
+ Finally, for a real-world threading implementation one usually wants to
+ put more state into the machine context structure \texttt{mctx\_t}.
+ For instance to fulfill more \textit{POSIX} threading semantics, it is
+ reasonable to also save and restore the global \texttt{errno} variable.
+ All this can be easily achieved by extending the \texttt{mctx\_t}
+ structure with additional fields and by making the \texttt{mctx\_save},
+ \texttt{mctx\_restore} and \texttt{mctx\_switch} functions to be aware
+ of them.
+ 
+ \subsection{Related Work}
+ 
+ Beside \textit{GNU Pth} \cite{pth}, there are other multithreading
+ libraries which use variants of the presented approach for implementing
+ machine contexts in user-space. Most notably there are \textsc{Robert
+ S. Thau}'s \textit{Really Simple Threads} (\textit{rsthreads},
+ \cite{rsthreads}) package which uses \texttt{sigaltstack}(2) in
+ a very similar way for thread creation, and \textsc{Kota Abe}'s
+ \textit{Portable Thread Library} (\textit{PTL}, \cite{ptl2}) which uses
+ a \texttt{sigstack}(2) approach. But because their approaches handle
+ the signal handler scope differently, they are not able to achieve the
+ same amount of portability and this way do not work for instance on some
+ System-V-derived platforms.
+ 
+ \subsection{Summary \& Availability}
+ 
+ We have presented a pragmatic and mostly portable fallback approach
+ for implementing the machine context for user-space threads, based
+ entirely on Unix system and ANSI-C language facilities. The approach
+ was successfully tested in practice on a wide range of Unix flavors by
+ \textit{GNU Pth} and should also adapt to the remaining Unix platforms
+ as long as they adhere to the relevant standards.
+ 
+ The \textit{GNU Pth} package is distributed under the
+ GNU Library General Public License (LGPL 2.1) and freely
+ available from \textit{http://www.gnu.org/software/pth/} and
+ \textit{ftp://ftp.gnu.org/gnu/pth/}.
+ 
+ \subsection{Acknowledgements}
+ 
+ I would like to thank \textsc{Robert S. Thau}, \textsc{David Butenhof},
+ \textsc{Martin Kraemer}, \textsc{Eric Newton} and \textsc{Bruno Haible}
+ for their comments which helped to write the initial version of this
+ paper. Additionally, credit has to be given to \textsc{Christopher
+ Small} and the USENIX reviewers for their invaluable feedback which
+ allowed this paper to be extended, cleaned up and finally published
+ at the USENIX Annual Technical Conference 2000. Finally, thanks
+ go to all users of \textit{GNU Pth} for their feedback on the
+ implementation, which helped in fine-tuning the presented approach.
+ \hfill [\textsf{\small rse}]
+ 
+ {\small%\baselineskip=10pt
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+ \end{thebibliography}
+ }
+ 
+ \end{multicols}
+ 
+ \end{document}
+ 

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