Context switch

A context switch is the computing process of storing and restoring the state (context) of a CPU so that execution can be resumed from the same point at a later time. This enables multiple processes to share a single CPU. The context switch is an essential feature of a multitasking operating system. Context switches are usually computationally intensive and much of the design of operating systems is to optimize the use of context switches. A context switch can mean a register context switch, a task context switch, a thread context switch, or a process context switch. What constitutes the context is determined by the processor and the operating system. Switching from one process to another requires a certain amount of time for doing the administration - saving and loading registers and memory maps, updating various tables and list etc.

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When to switch?

There are three situations where a context switch needs to occur. They are:

Multitasking

Most commonly, within some scheduling scheme, one process needs to be switched out of the CPU so another process can run. Within a preemptive multitasking operating system, the scheduler allows every task to run for some certain amount of time, called its time slice.

If a process does not voluntarily yield the CPU (for example, by performing an I/O operation), a timer interrupt fires, and the operating system schedules another process for execution instead. This ensures that the CPU cannot be monopolized by any one processor-intensive application.

Interrupt handling

Modern architectures are interrupt driven. This means that if the CPU requests data from a disk, for example, it does not need to busy-wait until the read is over; it can issue the request and continue with some other execution. When the read is over, the CPU can be interrupted and presented with the read. For interrupts, a program called an interrupt handler is installed, and it is the interrupt handler that handles the interrupt from the disk.

When an interrupt occurs, the hardware automatically switches a part of the context (at least enough to cause the interrupt handler to start running). The handler may save additional context, depending on details of the particular hardware and software designs. Often only a minimal part of the context is changed in order to minimize the amount of time spent handling the interrupt. The kernel does not spawn or schedule a special process to handle interrupts, but instead the handler executes in the (often partial) context established at the beginning of interrupt handling. Once interrupt servicing is complete, the context in effect before the interrupt occurred is restored so that the interrupted process can resume execution in its proper state.

User and kernel mode switching

When a transition between user mode and kernel mode is required in an operating system, a context switch is not necessary; a mode transition is not by itself a context switch. However, depending on the operating system, a context switch may also take place at this time.

Context switch: steps

In a switch, the state of the first process must be saved somehow, so that, when the scheduler gets back to the execution of the first process, it can restore this state and continue.

The state of the process includes all the registers that the process may be using, especially the program counter, plus any other operating system specific data that may be necessary. This data is usually stored in a data structure called a process control block (PCB), or switchframe.

In order to switch processes, the PCB for the first process must be created and saved. The PCBs are sometimes stored upon a per-process stack in kernel memory (as opposed to the user-mode call stack), or there may be some specific operating system defined data structure for this information.

Since the operating system has effectively suspended the execution of the first process, it can now load the PCB and context of the second process. In doing so, the program counter from the PCB is loaded, and thus execution can continue in the new process. New processes are chosen from a queue or queues. Process and thread priority can influence which process continues execution, with processes of the highest priority checked first for ready threads to execute.

Software vs hardware context switching

Context switching can be performed primarily by software or hardware. Some processors, like the Intel 80386 and more advanced CPUs,[1] have hardware support for context switches, by making use of a special data segment designated the Task State Segment or TSS. A task switch can be explicitly triggered with a CALL or JMP instruction targeted at a TSS descriptor in the global descriptor table or the local descriptor table. It can occur implicitly when an interrupt or exception is triggered if there's a task gate in the interrupt descriptor table. When a task switch occurs the CPU can automatically load the new state from the TSS. As with other tasks performed in hardware, one would expect this to be rather fast; however, mainstream operating systems, including Windows and Linux,[2] do not use this feature. This is due mainly to two reasons: 1) hardware context switching does not save all the registers (only general purpose registers, not floating point registers — although the TS bit is automatically turned on in the CR0 control register, resulting in a fault when executing floating point instructions and giving the OS the opportunity to save and restore the floating point state as needed); 2) associated performance issues, e.g., software context switching can be selective and store only those registers that need storing, whereas hardware context switching stores nearly all registers whether they're required or not.

The extreme case is the barrel processor architecture, which switches between threads of execution on every cycle.

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