Copy-on-write

Copy-on-write (COW), sometimes referred to as implicit sharing^[1] or shadowing,^[2] is a resource-management technique used in computer programming to efficiently implement a "duplicate" or "copy" operation on modifiable resources.^[3] If a resource is duplicated but not modified, it is not necessary to create a new resource; the resource can be shared between the copy and the original. Modifications must still create a copy, hence the technique: the copy operation is deferred to the first write. By sharing resources in this way, it is possible to significantly reduce the resource consumption of unmodified copies, while adding a small overhead to resource-modifying operations.

Copy-on-write in virtual memory management

Copy-on-write finds its main use in sharing the virtual memory of operating system processes, in the implementation of the fork system call. Typically, the process does not modify any memory and immediately executes a new process, replacing the address space entirely. Thus, it would be wasteful to copy all of the process's memory during a fork, and instead the copy-on-write technique is used. It can be implemented efficiently using the page table by marking certain pages of memory as read-only and keeping a count of the number of references to the page. When data is written to these pages, the kernel intercepts the write attempt and allocates a new physical page, initialized with the copy-on-write data, although the allocation can be skipped if there is only one reference. The kernel then updates the page table with the new (writable) page, decrements the number of references, and performs the write. The new allocation ensures that a change in the memory of one process is not visible in another's. The copy-on-write technique can be extended to support efficient memory allocation by having a page of physical memory filled with zeros. When the memory is allocated, all the pages returned refer to the page of zeros and are all marked copy-on-write. This way, physical memory is not allocated for the process until data is written, allowing processes to reserve more virtual memory than physical memory and use memory sparsely, at the risk of running out of virtual address space. The combined algorithm is similar to demand paging.^[3]

Copy-on-write pages are also used in the Linux kernel's kernel same-page merging feature.^[4]

Copy-on-write in software

COW is also used in library, application and system code. The string class provided by the C++ standard library, for example, was specifically designed to allow copy-on-write implementations in the initial C++98 standard,^[5] but not in the newer C++11 standard:^[6]

std::string x("Hello");

std::string y = x;  // x and y use the same buffer

y += ", World!";    // now y uses a different buffer
                    // x still uses the same old buffer

In the PHP programming language, all types except references are implemented as copy-on-write. For example, strings and arrays are passed by reference, but when modified, they are duplicated if they have non-zero reference counts. This allows them to act as value types without the performance problems of copying on assignment or making them immutable.^[7]

In the Qt framework, many types are copy-on-write ("implicitly shared" in Qt's terms). Qt uses atomic compare-and-swap operations to increment or decrement the internal reference counter. Since the copies are cheap, Qt types can often be safely used by multiple threads without the need of locking mechanisms such as mutexes. The benefits of COW are thus valid in both single- and multithreaded systems.^[8]

Copy-on-write in computer storage

COW may also be used as the underlying mechanism for snapshots, such as those provided by logical volume management, file systems such as Btrfs and ZFS,^[9] and database servers like Microsoft SQL Server. Typically, the snapshots store only the modified data, and are stored close to the main array, so they are only a weak form of incremental backup and cannot substitute for a full backup.^[10] Some systems also use a COW technique to avoid fuzzy backups.

When implementing snapshots, there are two techniques:

1. The original storage is never modified. When a write request is made, it is redirected away from the original data into a new storage area. (called "Redirect-on-write" or ROW)
2. When a write request is made, the data is copied into a new storage area, and then the original data is modified. (called "Copy-on-write" or COW)

Despite their names, copy-on-write usually refers to the first technique. COW does two data writes compared to ROW's one; it is difficult to implement efficiently and thus used infrequently.

The copy-on-write technique can be used to emulate a read-write storage on media that require wear leveling or are physically write once read many.

The qcow2 (QEMU copy on write) disk image format uses the copy-on-write technique to reduce disk image size.

Some Live CDs (and Live USBs) use copy-on-write techniques to give the impression of being able to add and delete files in any directory, without actually making any changes to the CD (or USB flash drive).

See also

• Allocate-on-flush
• Demand paging
• Dirty COW – a computer security vulnerability for the Linux operating system kernel
• Flyweight pattern
• Memory management
• Persistent data structure
• Snapshot (computer storage)
• Memory mapping

References