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Linux Scheduler in Operating System

Introduction

Modern operating systems are built with a scheduling system to manage the resources and processes. The Linux Scheduler is a special scheduler used in Linux Operating Systems to manage processes and other system activities. It is a crucial part of the operating system as it helps dividing resources among the many tasks and processes running simultaneously.

In this article, we will discuss the various aspects of the Linux Scheduler, its functions, and its importance in operating systems. We will also examine the various techniques to optimize the Linux Scheduler to work more efficiently with the system resources. Finally, we will touch on the advantages and disadvantages of the Linux Scheduler. By the end of the post, readers should better understand how the Linux Scheduler functions and how to optimize it for maximum efficiency and performance.

Definition of Linux Scheduler

The Linux scheduler is a Linux operating system component that allocates processing resources to tasks or processes. It is responsible for determining which tasks get to use the CPU, for how long, and in what order.

The Linux scheduler uses a priority-based, preemptive, and time-sharing algorithm to schedule tasks. Tasks are prioritized based on their CPU usage, the amount of time they have already used, and their I/O requirements. The scheduler then assigns time slices to each task based on its priority, allowing it to run for a certain amount of time before being interrupted and allowing another task to run.

The Linux scheduler is designed to ensure fair distribution of CPU resources among competing tasks while optimizing system performance by reducing latency and maximizing throughput. It is a key component of the Linux kernel and is responsible for providing users with a responsive and efficient computing experience.

Importance of Linux Scheduler in Operating Systems

Linux Scheduler provides several benefits and is crucial in ensuring optimal performance. Some of the key reasons why the Linux scheduler is important in operating systems include the following:

  1. Efficient CPU utilization: The scheduler helps to ensure that the CPU is used efficiently by distributing its resources among competing tasks. This ensures that no single task monopolizes the CPU and that resources are available for all running processes.
  2. Fairness and priority: The scheduler prioritizes tasks based on their importance and urgency, ensuring that critical tasks are completed first. This helps to ensure fairness and prevent lower-priority tasks from being starved of resources.
  3. Real-time responsiveness: The scheduler is designed to provide fast response times for real-time tasks, such as audio or video playback. It ensures that these tasks are prioritized and receive the necessary CPU resources to run smoothly.
  4. Multitasking: The Linux scheduler allows multiple tasks to run concurrently, essential for a modern operating system that must handle multiple user requests simultaneously.
  5. Preemptive scheduling: The scheduler can interrupt a running task if a higher-priority task becomes available. This ensures that critical tasks are completed on time, even if they were not originally scheduled to run at that time.
  6. Scalability: The scheduler is designed to scale well with increasing numbers of tasks and CPUs, ensuring it can handle modern computing environments' demands.

Types of Linux Schedulers

A. Time-sharing Schedulers

Time-sharing schedulers are a type of scheduler that allows multiple processes to run concurrently by dividing the CPU time between them. This ensures that each process gets a fair share of the CPU time and that resources support every process. Two common time-sharing schedulers used in Linux operating systems are the Completely Fair Scheduler (CFS) and the Round Robin Scheduler.

1. Completely Fair Scheduler (CFS): The Completely Fair Scheduler (CFS) is a time-sharing scheduler introduced in the 2.6.23 version of the Linux kernel. It is designed to provide a fair and responsive scheduling mechanism for interactive and batch processes. The CFS assigns a "weight" to each process, which is used to determine its share of the CPU time. Processes with higher weights get more CPU time, while those with lower weights get less.

The CFS uses a red-black tree data structure to keep track of running processes and their priorities. This allows it to quickly find the process with the highest priority and schedule it to run. The CFS also uses "virtual runtime" to ensure processes get their fair share of CPU time. The virtual runtime is when a process would have run if given the entire CPU time. The CFS uses this value to calculate the priority of each process and ensure that it gets a fair share of the CPU time.

Advantages of Completely Fair Scheduler

  • Improved performance: CFS provides better performance than other existing schedulers, as it is designed to allocate CPU resources on the basis of fairness.
  • Simplicity: CFS is simple and efficient and consumes fewer resources than other schedulers.
  • Granularity: CFS provides an adjustable granularity of CPU resources, which allows for better resource allocation.
  • Fairness: CFS ensures fairness by providing equal access to resources for all tasks, regardless of the type of task or priority.
  • Utilization: CFS provides better utilization of CPU resources, allowing more efficient utilization.
  • Scalability: CFS is highly scalable and can easily handle large workloads.
  • Adaptability: CFS is adaptable, and can be easily adjusted to suit various workloads.

2. Round Robin Scheduler: The Round Robin Scheduler is another time-sharing scheduler used in Linux operating systems. It is designed to allocate CPU time to processes in a round-robin fashion, giving each process a fixed time slice before moving on to the next process. The Round Robin Scheduler is often used when processes need equal access to CPU time, such as in real-time systems.

The Round Robin Scheduler assigns a time slice to each process and then schedules them in a circular order. When a process's time slice expires, it is preempted, and the next process in the queue is scheduled to run. This continues until all processes have run for their allocated time slice.

Advantages of Round Robin Scheduling

  • Ease of use: Round Robin Scheduling is a simple and easy-to-implement scheduling algorithm.
  • Efficiency: Round Robin Scheduling is an efficient scheduling algorithm that can handle multiple processes efficiently.
  • Fairness: Round Robin Scheduling provides fairness, as it allocates CPU resources on a first-come, first-served basis.
  • Resource utilization: Round Robin Scheduling significantly increases CPU resource utilization, as all processes are given a fair chance to use the CPU.
  • Low overhead: Round Robin Scheduling has low overhead, and requires minimal resources to implement.
  • Priority: Round Robin Scheduling can be used to assign priority to processes, allowing for better resource allocation.
  • Adaptability: Round Robin Scheduling can be easily adapted to suit different workloads.

B. Real-Time Schedulers

Real-time schedulers are designed to provide fast and predictable response times for time-critical applications, such as audio or video playback, industrial control systems, and other real-time systems. They ensure these applications receive the necessary CPU time to run smoothly without delays or interruptions. Two common types of real-time schedulers used in Linux operating systems are the Deadline Scheduler and the Earliest Deadline First (EDF) Scheduler.

1. Deadline Scheduler: The Deadline Scheduler is a real-time scheduler was introduced in the 2.6.24 version of the Linux kernel. It is designed to provide fast and predictable response times for time-critical applications, such as audio or video playback, by ensuring that tasks are completed before their deadlines. The Deadline Scheduler assigns a deadline to each task and ensures that it is completed before that deadline.

The Deadline Scheduler works by dividing the CPU time into fixed intervals, called time slices. Each task is assigned a deadline and a budget, the maximum CPU time it can consume. The scheduler then ensures that each task completes before its deadline by preempting other tasks and allocating more CPU time to the task closest to its deadline. The Deadline Scheduler also uses the "lateness factor" concept to ensure that tasks are scheduled in a way that minimizes their lateness.

Advantages of Deadline Scheduling

  • Priority: Deadline Scheduling allows processes to be assigned a deadline, which helps increase their priority when accessing CPU resources.
  • Efficiency: Deadline Scheduling is more efficient than other scheduling algorithms, as it reduces the waiting time of processes.
  • Fairness: Deadline Scheduling provides fairness to all processes, as they are given a deadline and all processes are given equal access to CPU resources.
  • Low overhead: Deadline Scheduling has low overhead and requires minimal resources to be implemented.
  • Adaptability: Deadline Scheduling can be easily adapted to different workloads.
  • Reliability: Deadline Scheduling ensures that processes are completed in a timely manner and reduces the chances of a process being left unfinished.
  • Utilization: Deadline Scheduling increases CPU resource utilization, as processes are given a deadline to complete the task.

2. Earliest Deadline First (EDF) Scheduler:

The Earliest Deadline First (EDF) Scheduler is another real-time scheduler used in Linux operating systems. It is designed to provide fast and predictable response times for time-critical applications by ensuring tasks are completed before their deadlines. The EDF Scheduler assigns a priority to each task based on its deadline and ensures that tasks with earlier deadlines are given higher priority.

The EDF Scheduler works by sorting tasks in order of their deadlines, with the task that has the earliest deadline given the highest priority. The scheduler then assigns a time slice to each task based on its priority, ensuring that tasks with earlier deadlines are given more CPU time. If a task misses its deadline, it is rescheduled with higher priority in the next round.

Advantages of Earliest Deadline First Scheduler

  • Efficiency: Earliest Deadline First Scheduling is an efficient algorithm, as it reduces the waiting time of processes.
  • Fairness: Earliest Deadline First Scheduling provides fairness to all processes, as it allocates CPU resources to the process with the closest deadline.
  • Low overhead: Earliest Deadline First Scheduling has low overhead and requires minimal resources to be implemented.
  • Adaptability: Earliest Deadline First Scheduling can be easily adapted to different workloads.
  • Reliability: Earliest Deadline First Scheduling ensures that processes are completed in a timely manner and reduces the chances of a process being left unfinished.
  • Resource utilization: Earliest Deadline First Scheduling increases CPU resource utilization, as processes are given a deadline to complete the task.
  • Priority: Earliest Deadline First Scheduling allows processes to be assigned a priority, which helps increase their priority when accessing CPU resources

How does Linux Scheduler work?

1. Process States: Processes in Linux can be in one of several states, including Running, Ready, Sleeping, Stopped, or Zombie. The Running state indicates that the process is executing on the CPU, while the Ready state indicates that the process is waiting to be executed. The Sleeping state indicates that the process is waiting for an event, such as I/O or a signal, while the Stopped state indicates that the process has been stopped, usually by a signal or a debugger. The Zombie state indicates that the process has completed its execution, but its exit status still needs to be read by its parent process.

2. Process Priorities: Linux assigns a priority value to each process based on its scheduling class: Real-time, Deadline, or Normal. The priority value determines the order in which the scheduler executes processes. Higher-priority processes are executed first, while lower-priority processes are executed later. The priority value ranges from -20 to 19, with -20 being the highest priority and 19 being the lowest priority. The priority of a process can be changed using the "nice" command or the "renice" command.

3. CPU Time Allocation: The Linux Scheduler uses several algorithms to allocate CPU time to each process. One of the most common algorithms used is the Completely Fair Scheduler (CFS), which assigns CPU time to each process based on its proportionate share of the CPU resources. This means that each process is allocated CPU time in proportion to its priority and the amount of CPU time it requires. The scheduler ensures that each process receives its fair share of CPU time by using a red-black tree to keep track of the process priorities.

4. Load Balancing: The Linux Scheduler also uses load balancing to distribute the CPU load evenly across all CPUs in the system. This is done by periodically checking the CPU utilization of each CPU and migrating processes from overloaded CPUs to less loaded CPUs. This helps to ensure that all CPUs are being utilized efficiently and that no CPU is being overloaded.

Scheduling Policies in Linux

The following are Linux's three main scheduling policies and how they work.

1. SCHED_FIFO: SCHED_FIFO is a first-in, first-out scheduling policy that assigns the highest priority to the process waiting for the longest. Processes with a higher priority are executed before those with a lower priority. Once a process is scheduled to run, it continues until it completes its execution or is preempted by a higher-priority process. This scheduling policy is often used for real-time applications that require deterministic response times.

2. SCHED_RR: SCHED_RR is a round-robin scheduling policy that assigns a time slice, or quantum, to each process based on its priority. Processes with a higher priority are assigned a longer time slice than those with a lower priority. Once a process has used up its time slice, it is moved to the end of the queue, and the next process is selected to run. This scheduling policy is often used for interactive applications that require a responsive user interface.

3. SCHED_OTHER: SCHED_OTHER is a scheduling policy used for all processes that do not require real-time or round-robin scheduling. In this policy, processes are assigned a priority value based on resource usage and other factors, such as the amount of I/O they perform. The scheduler uses a dynamic priority mechanism to adjust the priority of each process based on its usage patterns. This scheduling policy is often used for general-purpose applications that do not have strict timing requirements.

Comparison of Linux Scheduler to Other OS Schedulers

The scheduling algorithm used by an operating system can significantly impact system performance and responsiveness. The following table compares the Linux Scheduler to the schedulers used by other popular operating systems, including Windows, macOS, and Android.

FeaturesLinux SchedulerWindows SchedulermacOS SchedulerAndroid Scheduler
PolicyMultipleMultipleMultipleMultiple
DefaultCompletely Fair Scheduler (CFS)Multilevel Feedback QueueRound RobinCompletely Fair Scheduler (CFS)
Real-timeYesYesYesYes
PreemptionYes, voluntary and involuntaryYes, involuntaryYes, voluntary and involuntaryYes, voluntary and involuntary
Process statesRunning, ready, waitingRunning, ready, waitingRunning, ready, waitingRunning, ready, waiting
PrioritiesDynamic, based on process behaviorStatic, based on thread priorityDynamic, based on thread behaviorDynamic, based on process behavior
Thread schedulingPer-processPer-threadPer-threadPer-process
Process affinityYesYesYesYes
Load balancingYesYesYesYes

Conclusion

The Linux Scheduler plays a critical role in managing the execution of processes in the Linux operating system. The scheduler assigns CPU resources to processes, manages process states and priorities, and ensures the system is responsive and efficient. The Linux Scheduler offers a variety of scheduling policies and algorithms that can be used to optimize system performance based on specific requirements. While the Linux Scheduler has some similarities with the schedulers used by other operating systems such as Windows, macOS, and Android, each system uses a different combination of scheduling policies and algorithms. Ultimately, the choice of scheduling policy and algorithm depends on the specific needs of the system and the applications it supports. System administrators can fine-tune their systems to optimize performance and responsiveness by understanding the Linux Scheduler and its various components.