### TAO Performance Tuning

### Overview

TAO is increasingly being used to support high-performance distributed real-time and embedded (DRE) applications. DRE applications constitute an important class of distributed systems where predictability and efficiency are essential for success. This document describes how to configure TAO to enhance its throughput, scalability, and latency for a variety of applications.

As with most applications, including compilers, enabling optimizations can often introduce side-effects that may not be desirable for all use-cases. TAO's default configuration therefore emphasizes programming simplicity rather than top speed or scalability. Our goal is to assure that CORBA applications work correctly ``out-of-the-box,'' while also enabling developers to further optimize their CORBA applications to meet stringent performance requirements.

TAO's performance tuning philosophy reflects the fact that there are trade-offs between speed, size, scalability, and programming simplicity. For example, certain ORB configurations work well for a large number of clients, whereas others work better for a small number. Likewise, certain configurations minimize internal ORB synchronization and memory allocation overhead by making assumptions about how applications are designed.

This document is organized as follows:

- Optimizing Throughput
  - Optimizing Client Throughput
  - Optimizing Server Throughput
- Optimizing Scalability
  - Optimizing Client Scalability
  - Optimizing Server Scalability

### Optimizing Throughput

In this context, ``throughput'' refers to the number of events occurring per unit time, where ``events'' can refer to ORB-mediated operation invocations, for example. This section describes how to optimize client and server throughput.

It is important to understand that enabling throughput optimizations for the client may not affect the server performance and vice versa. In particular, the client and server ORBs may be designed by different ORB suppliers.

### Optimizing Client Throughput

Client ORB throughput optimizations improve the rate at which CORBA requests (operation invocations) are sent to the target server. Depending on the application, various techniques can be employed to improve the rate at which CORBA requests are sent and/or the amount of work the client can perform as requests are sent or replies received. These techniques consist of:

- Run-time features offered by the ORB, such as Asynchronous Method Invocations (AMI)
- ORB configurations, such as disabling synchronization of various parts of the ORB in a single-threaded application

We explore these techniques below.

#### Run-time Client Optimizations

For two-way invocations, i.e., those that expect a reply (including ```void`'' replies), Asynchronous method invocations (AMI) can be used to give the client the opportunity to perform other work as a CORBA request is sent to the target, handled by the target, and the reply is received.

#### Client Optimizations via ORB Configuration

A TAO client ORB can be optimized for various types of applications:

- Single-Threaded

  - A single-threaded client application may not require the internal thread synchronization performed by TAO. It may therefore be useful to add the following line to your `svc.conf` file:

    > `static Client_Strategy_Factory "-ORBProfileLock null"`

    If such an entry already exists in your `svc.conf` file, then just add `-ORBProfileLock null` to the list options between the quotes found after `Client_Strategy_Factory`.

    Other options include disabling synchronization in the components of TAO responsible for constructing and sending requests to the target and for receiving replies. These components are called ``connection handlers.'' To disable synchronization in the client connection handlers, simply add:

    > `-ORBClientConnectionHandler ST`

    to the list of `Client_Strategy_Factory` options. Other values for this option, such as `RW`, are more appropriate for "pure" synchronous clients. See the `-ORBClientConnectionHandler` option documentation for details.

- Low Client Scalability Requirements

  - Clients with lower scalability requirements can dedicate a connection to one request at a time, which means that no other requests or replies will be sent or received, respectively, over that connection while a request is pending. The connection is exclusive to a given request, thus reducing contention on a connection. However, that exclusivity comes at the cost of a smaller number of requests that may be issued at a given point in time. To enable this behaviour, add the following option to the `Client_Strategy_Factory` line of your `svc.conf` file:

    > `-ORBTransportMuxStrategy EXCLUSIVE`

### Optimizing Server Throughput

Throughput on the server side can be improved by configuring TAO to use a thread-per-connection concurrency model. With this concurrency model, a single thread is assigned to service each connection. That same thread is used to dispatch the request to the appropriate servant, meaning that thread context switching is kept to minimum. To enable this concurrency model in TAO, add the following option to the `Server_Strategy_Factory` entry in your `svc.conf` file:

> `-ORBConcurrency thread-per-connection`

While the thread-per-connection concurrency model may improve throughput, it generally does not scale well due to limitations of the platform the application is running. In particular, most operating systems cannot efficiently handle more than `100` or `200` threads running concurrently. Hence performance often degrades sharply as the number of connections increases over those numbers.

Other concurrency models are further discussed in the Optimizing Server Scalability section below.

### Optimizing Scalability

In this context, ``scalability'' refers to how well an ORB performs as the number of CORBA requests increases. For example, a non-scalable configuration will perform poorly as the number of pending CORBA requests on the client increases from `10` to `1,000`, and similarly on the server. ORB scalability is particularly important on the server since it must often handle many requests from multiple clients.

### Optimizing Client Scalability

In order to optimize TAO for scalability on the client side, connection multiplexing must be enabled. Specifically, multiple requests may be issued and pending over the same connection. Sharing a connection in this manner reduces the amount of resources required by the ORB, which in turn makes more resources available to the application. To enable this behavior use the following `Client_Strategy_Factory` option:

> `-ORBTransportMuxStrategy MUXED`

This is the default setting used by TAO.

### Optimizing Server Scalability

Scalability on the server side depends greatly on the concurrency model in use. TAO supports two concurrency models:

1. Reactive, and
2. Thread-per-connection

The thread-per-connection concurrency model is described above in the Optimizing Server Throughput section.

A reactive concurrency model employs the Reactor design pattern to demultiplex incoming CORBA requests. The underlying event demultiplexing mechanism is typically one of the mechanisms provided by the operating system, such as the `select(2)` system call. To enable this concurrency model, add the following option to the `Server_Strategy_Factory` entry in your `svc.conf` file:

> `-ORBConcurrency reactive`

This is the default setting used by TAO.

The reactive concurrency model provides improved scalability on the server side due to the fact that less resources are used, which in turn allows a very large number of requests to be handled by the server side ORB. This concurrency model provides much better scalability than the thread-per-connection model described above.

Further scalability tuning can be achieved by choosing a Reactor appropriate for your application. For example, if your application is single-threaded then a reactor optimized for single-threaded use may be appropriate. To select a single-threaded `select(2)` based reactor, add the following option to the `Advanced_Resource_Factory` entry in your `svc.conf` file:

> `-ORBReactorType select_st`

If your application uses thread pools, then the thread pool reactor may be a better choice. To use it, add the following option instead:

> `-ORBReactorType tp_reactor`

This is TAO's default reactor. See the `-ORBReactorType` documentation for other reactor choices.

Note that may have to link the `TAO_Strategies` library into your application in order to take advantage of the `Advanced_Resource_Factory` features, such as alternate reactor choices.

A third concurrency model, unsupported by TAO, is thread-per-request. In this case, a single thread is used to service each request as it arrives. This concurrency model generally provides neither scalability nor speed, which is the reason why it is often not used in practice.

Last modified: Tue Jul 30 13:34:24 CDT 2002