types of buffers - c

Recently an interviewer asked me about the types of buffers. What types of buffers are there ? Actually this question came up when I said I will be writing all the system calls to a log file to monitor the system. He said it will be slow to write each and every call to a file. How to prevent it. I said I will use a buffer and he asked me what type of buffer ? Can some one explain me types of buffers please.

In C under UNIX (and probably other operating systems as well), there are usually two buffers, at least in your given scenario.
The first exists in the C runtime libraries where information to be written is buffered before being delivered to the OS.
The second is in the OS itself, where information is buffered until it can be physically written to the underlying media.
As an example, we wrote a logging library many moons ago that forced information to be written to the disk so that it would be there if either the program crashed or the OS crashed.
This was achieved with the sequence:
fflush (fh); fsync (fileno (fh));
The first of these actually ensured that the information was handed from the C runtime buffers to the operating system, the second that it was written to disk. Keep in mind that this is an expensive operation and should only be done if you absolutely need the information written immediately (we only did it at the SUPER_ENORMOUS_IMPORTANT logging level).
To be honest, I'm not entirely certain why your interviewer thought it would be slow unless you're writing a lot of information. The two levels of buffering already there should perform quite adequately. If it was a problem, then you could just introduce another layer yourself which wrote the messages to an in-memory buffer and then delivered that to a single fprint-type call when it was about to overflow.
But, unless you do it without any function calls, I can't see it being much faster than what the fprint-type buffering already gives you.
Following clarification in comments that this question is actually about buffering inside a kernel:
Basically, you want this to be as fast, efficient and workable (not prone to failure or resource shortages) as possible.
Probably the best bet would be a buffer, either statically allocated or dynamically allocated once at boot time (you want to avoid the possibility that dynamic re-allocation will fail).
Others have suggested a ring (or circular) buffer but I wouldn't go that way (technically) for the following reason: the use of a classical circular buffer means that to write out the data when it has wrapped around will take two independent writes. For example, if your buffer has:
+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
|s|t|r|i|n|g| |t|o| |w|r|i|t|e|.| | | | | | |T|h|i|s| |i|s| |t|h|e| |
+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
^ ^
| |
Buffer next --+ +-- Buffer start
then you'll have to write "This is the " followed by "string to write.".
Instead, maintain the next pointer and, if the bytes in the buffer plus the bytes to be added are less than the buffer size, just add them to the buffer with no physical write to the underlying media.
Only if you are going to overflow the buffer do you start doing tricky stuff.
You can take one of two approaches:
Either flush the buffer as it stands, set the next pointer back to the start for processing the new message; or
Add part of the message to fill up the buffer, then flush it and set the next pointer back to the start for processing the rest of the message.
I would probably opt for the second given that you're going to have to take into account messages that are too big for the buffer anyway.
What I'm talking about is something like this:
initBuffer:
create buffer of size 10240 bytes.
set bufferEnd to end of buffer + 1
set bufferPointer to start of buffer
return
addToBuffer (size, message):
while size != 0:
xfersz = minimum (size, bufferEnd - bufferPointer)
copy xfersz bytes from message to bufferPointer
message = message + xfersz
bufferPointer = bufferPointer + xfersz
size = size - xfersz
if bufferPointer == bufferEnd:
write buffer to underlying media
set bufferPointer to start of buffer
endif
endwhile
That basically handles messages of any size efficiently by reducing the number of physical writes. There will be optimisations of course - it's possible that the message may have been copied into kernel space so it makes little sense to copy it to the buffer if you're going to write it anyway. You may as well write the information from the kernel copy directly to the underlying media and only transfer the last bit to the buffer (since you have to save it).
In addition, you'd probably want to flush an incomplete buffer to the underlying media if nothing had been written for a time. That would reduce the likelihood of missing information on the off chance that the kernel itself crashes.
Aside: Technically, I guess this is sort of a circular buffer but it has special case handling to minimise the number of writes, and no need for a tail pointer because of that optimisation.

There are also ring buffers which have bounded space requirements and are probably best known in the Unix dmesg facility.

What comes to mind for me is time-based buffers and size-based. So you could either just write whatever is in the buffer to file once every x seconds/minutes/hours or whatever. Alternatively, you could wait until there are x log entries or x bytes worth of log data and write them all at once. This is one of the ways that log4net and log4J do it.

Overall, there are "First-In-First-Out" (FIFO) buffers, also known as queues; and there are "Latest*-In-First-Out" (LIFO) buffers, also known as stacks.
To implement FIFO, there are circular buffers, which are usually employed where a fixed-size byte array has been allocated. For example, a keyboard or serial I/O device driver might use this method. This is the usual type of buffer used when it is not possible to dynamically allocate memory (e.g., in a driver which is required for the operation of the Virtual Memory (VM) subsystem of the OS).
Where dynamic memory is available, FIFO can be implemented in many ways, particularly with linked-list derived data structures.
Also, binomial heaps implementing priority queues may be used for the FIFO buffer implementation.
A particular case of neither FIFO nor LIFO buffer is the TCP segment reassembly buffers. These may hold segments received out-of-order ("from the future") which are held pending the receipt of intermediate segments not-yet-arrived.
* My acronym is better, but most would call LIFO "Last In, First Out", not Latest.

Correct me if I'm wrong, but wouldn't using a mmap'd file for the log avoid both the overhead of small write syscalls and the possibility of data loss if the application (but not the OS) crashed? It seems like an ideal balance between performance and reliability to me.

Related

Is there a portable way to discard a number of readable bytes from a socket-like file descriptor?

Is there a portable way to discard a number of incoming bytes from a socket without copying them to userspace? On a regular file, I could use lseek(), but on a socket, it's not possible. I have two scenarios where I might need it:
A stream of records is arriving on a file descriptor (which can be a TCP, a SOCK_STREAM type UNIX domain socket or potentially a pipe). Each record is preceeded by a fixed size header specifying its type and length, followed by data of variable length. I want to read the header first and if it's not of the type I'm interested in, I want to just discard the following data segment without transferring them into user space into a dummy buffer.
A stream of records of varying and unpredictable length is arriving on a file descriptor. Due to asynchronous nature, the records may still be incomplete when the fd becomes readable, or they may be complete but a piece of the next record already may be there when I try to read a fixed number of bytes into a buffer. I want to stop reading the fd at the exact boundary between the records so I don't need to manage partially loaded records I accidentally read from the fd. So, I use recv() with MSG_PEEK flag to read into a buffer, parse the record to determine its completeness and length, and then read again properly (thus actually removing data from the socket) to the exact length. This would copy the data twice - I want to avoid that by simply discarding the data buffered in the socket by an exact amount.
On Linux, I gather it is possible to achieve that by using splice() and redirecting the data to /dev/null without copying them to userspace. However, splice() is Linux-only, and the similar sendfile() that is supported on more platforms can't use a socket as input. My questions are:
Is there a portable way to achieve this? Something that would work on other UNIXes (primarily Solaris) as well that do not have splice()?
Is splice()-ing into /dev/null an efficient way to do this on Linux, or would it be a waste of effort?
Ideally, I would love to have a ssize_t discard(int fd, size_t count) that simply removes count of readable bytes from a file descriptor fd in kernel (i.e. without copying anything to userspace), blocks on blockable fd until the requested number of bytes is discarded, or returns the number of successfully discarded bytes or EAGAIN on a non-blocking fd just like read() would do. And advances the seek position on a regular file of course :)
The short answer is No, there is no portable way to do that.
The sendfile() approach is Linux-specific, because on most other OSes implementing it, the source must be a file or a shared memory object. (I haven't even checked if/in which Linux kernel versions, sendfile() from a socket descriptor to /dev/null is supported. I would be very suspicious of code that does that, to be honest.)
Looking at e.g. Linux kernel sources, and considering how little a ssize_t discard(fd, len) differs from a standard ssize_t read(fd, buf, len), it is obviously possible to add such support. One could even add it via an ioctl (say, SIOCISKIP) for easy support detection.
However, the problem is that you have designed an inefficient approach, and rather than fix the approach at the algorithmic level, you are looking for crutches that would make your approach perform better.
You see, it is very hard to show a case where the "extra copy" (from kernel buffers to userspace buffers) is an actual performance bottleneck. The number of syscalls (context switches between userspace and kernel space) sometimes is. If you sent a patch upstream implementing e.g. ioctl(socketfd, SIOCISKIP, bytes) for TCP and/or Unix domain stream sockets, they would point out that the performance increase this hopes to achieve is better obtained by not trying to obtain the data you don't need in the first place. (In other words, the way you are trying to do things, is inherently inefficient, and rather than create crutches to make that approach work better, you should just choose a better-performing approach.)
In your first case, a process receiving structured data framed by a type and length identifier, wishing to skip unneeded frames, is better fixed by fixing the transfer protocol. For example, the receiving side could inform the sending side which frames it is interested in (i.e., basic filtering approach). If you are stuck with a stupid protocol that you cannot replace for external reasons, you're on your own. (The FLOSS developer community is not, and should not be responsible for maintaining stupid decisions just because someone wails about it. Anyone is free to do so, but they'd need to do it in a manner that does not require others to work extra too.)
In your second case, you already read your data. Don't do that. Instead, use an userspace buffer large enough to hold two full size frames. Whenever you need more data, but the start of the frame is already past the midway of the buffer, memmove() the frame to start at the beginning of the buffer first.
When you have a partially read frame, and you have N unread bytes from that left that you are not interested in, read them into the unused portion of the buffer. There is always enough room, because you can overwrite the portion already used by the current frame, and its beginning is always within the first half of the buffer.
If the frames are small, say 65536 bytes maximum, you should use a tunable for the maximum buffer size. On most desktop and server machines, with high-bandwidth stream sockets, something like 2 MiB (2097152 bytes or more) is much more reasonable. It's not too much memory wasted, but you rarely do any memory copies (and when you do, they tend to be short). (You can even optimize the memory moves so that only full cachelines are copied, aligned, since leaving almost one cacheline of garbage at the start of the buffer is insignificant.)
I do HPC with large datasets (including text-form molecular data, where records are separated by newlines, and custom parsers for converting decimal integers or floating-point values are used for better performance), and this approach does work well in practice. Simply put, skipping data already in your buffer is not something you need to optimize; it is insignificant overhead compared to simply avoiding doing the things you do not need.
There is also the question of what you wish to optimize by doing that: the CPU time/resources used, or the wall clock used in the overall task. They are completely different things.
For example, if you need to sort a large number of text lines from some file, you use the least CPU time if you simply read the entire dataset to memory, construct an array of pointers to each line, sort the pointers, and finally write each line (using either internal buffering and/or POSIX writev() so that you do not need to do a write() syscall for each separate line).
However, if you wish to minimize the wall clock time used, you can use a binary heap or a balanced binary tree instead of an array of pointers, and heapify or insert-in-order each line completely read, so that when the last line is finally read, you already have the lines in their correct order. This is because the storage I/O (for all but pathological input cases, something like single-character lines) takes longer than sorting them using any robust sorting algorithm! The sorting algorithms that work inline (as data comes in) are typically not as CPU-efficient as those that work offline (on complete datasets), so this ends up using somewhat more CPU time; but because the CPU work is done at a time that is otherwise wasted waiting for the entire dataset to load into memory, it is completed in less wall clock time!
If there is need and interest, I can provide a practical example to illustrate the techniques. However, there is absolutely no magic involved, and any C programmer should be able to implement these (both the buffering scheme, and the sort scheme) on their own. (I do consider using resources like Linux man pages online and Wikipedia articles and pseudocode on for example binary heaps doing it "on your own". As long as you do not just copy-paste existing code, I consider it doing it "on your own", even if somebody or some resource helps you find the good, robust ways to do it.)

how to design a server for variable size messages

I want some feedback or suggestion on how to design a server that handles variable size messages.
to simplify the answer lets assume:
single thread epoll() based
the protocol is: data-size + data
data is stored on a ringbuffer
the read code, with some simplification for clarity, looks like this:
if (client->readable) {
if (client->remaining > 0) {
/* SIMPLIFIED FOR CLARITY - assume we are always able to read 1+ bytes */
rd = read(client->sock, client->buffer, client->remaining);
client->buffer += rd;
client->remaining -= rd;
} else {
/* SIMPLIFIED FOR CLARITY - assume we are always able to read 4 bytes */
read(client->sock, &(client->remaining), 4);
client->buffer = acquire_ringbuf_slot(client->remaining);
}
}
please, do not focus on the 4 byte. just assume we have the data size in the beginning compressed or not does not make difference for this discussion.
now, the question is: what is the best way to do the above?
assume both small "data", few bytes and large data MBs
how can we reduce the number of read() calls? e.g. in case we have 4 message of 16 bytes on the stream, it seems a waste doing 8 calls to read().
are there better alternatives to this design?
PART of the solution depends on the transport layer protocol you use.
I assume you are using TCP which provides connection oriented and reliable communication.
From your code I assume you understand TCP is a stream-oriented protocol
(So when a client sends a piece of data, that data is stored in the socket send buffer and TCP may use one or more TCP segments to convey it to the other end (server)).
So the code, looks very good so far (considering you have error checks and other things in the real code).
Now for your questions, I give you my responses, what I think is best based on my experience (but there could be better solutions):
1-This is a solution with challenges similar to how an OS manages memory, dealing with fragmentation.
For handling different message sizes, you have to understand there are always trade-offs depending on your performance goals.
One solution to improve memory utilization and parallelization is to have a list of free buffer chunks of certain size, say 4KB.
You will retrieve as many as you need for storing your received message. In the last one you will have unused data. You play with internal fragmentation.
The drawback could be when you need to apply certain type of processing (maybe a visitor pattern) on the message, like parsing/routing/transformation/etc. It will be more complex and less efficient than a case of a huge buffer of contiguous memory. On the other side, the drawback of a huge buffer is much less efficient memory utilization, memory bottlenecks, and less parallelization.
You can implement something smarter in the middle (think about chunks that could also be contiguous whenever available). Always depending on your goals. Something useful is to implement an abstraction over the fragmented memory so that every function (or visitor) that is applied works as it were dealing with contiguous memory.
If you use these chunks, when the message was processed and dropped/forwarded/eaten/whatever, you return the unused chunks to the list of free chunks.
2-The number of read calls will depend on how fast TCP conveys the data from client to server. Remember this is stream oriented and you don't have much control over it. Of course, I'm assuming you try to read the max possible (remaining) data in each read.
If you use the chunks I mentioned above the max data to read will also depend on the chunk size.
Something you can do at TCP layer is to increase the server receive buffer. Thus, it can receive more data even when server cannot read it fast enough.
3-The ring buffer is OK, if you used chunked, the ring buffer should provide the abstraction. But I don't know why you need a ring buffer.
I like ring buffers because there is a way of implementing producer-consumer synchronization without locking (Linux Kernel uses this for moving packets from L2 to IP layer) but I don't know if that's your goal.
To pass messages to other components and/or upper-layers you could also use ring buffers of pointers to messages.
A better design may be as follows:
Set up your user-space socket read buffer to be the same size as the kernel socket buffer. If your user-space socket read buffer is smaller, then you would need more than one read syscall to read the kernel buffer. If your user-space buffer is bigger, then the extra space is wasted.
Your read function should only read as much data as possible in one read syscall. This function must not know anything about the protocol. This way you do not need to re-implement this function for different wire formats.
When your read function has read into the user-space buffer it should call a callback passing the iterators to the data available in the buffer. That callback is a parser function that should extract all available complete messages and pass these messages to another higher-level callback. Upon return the parser function should return the number of bytes consumed, so that these bytes can be discarded from the user-space socket buffer.

what's the proper buffer size for 'write' function?

I am using the low-level I/O function 'write' to write some data to disk in my code (C language on Linux). First, I accumulate the data in a memory buffer, and then I use 'write' to write the data to disk when the buffer is full. So what's the best buffer size for 'write'? According to my tests it isn't the bigger the faster, so I am here to look for the answer.
There is probably some advantage in doing writes which are multiples of the filesystem block size, especially if you are updating a file in place. If you write less than a partial block to a file, the OS has to read the old block, combine in the new contents and then write it out. This doesn't necessarily happen if you rapidly write small pieces in sequence because the updates will be done on buffers in memory which are flushed later. Still, once in a while you could be triggering some inefficiency if you are not filling a block (and a properly aligned one: multiple of block size at an offset which is a multiple of the block size) with each write operation.
This issue of transfer size does not necessarily go away with mmap. If you map a file, and then memcpy some data into the map, you are making a page dirty. That page has to be flushed at some later time: it is indeterminate when. If you make another memcpy which touches the same page, that page could be clean now and you're making it dirty again. So it gets written twice. Page-aligned copies of multiples-of a page size will be the way to go.
You'll want it to be a multiple of the CPU page size, in order to use memory as efficiently as possible.
But ideally you want to use mmap instead, so that you never have to deal with buffers yourself.
You could use BUFSIZ defined in <stdio.h>
Otherwise, use a small multiple of the page size sysconf(_SC_PAGESIZE) (e.g. twice that value). Most Linux systems have 4Kbytes pages (which is often the same as or a small multiple of the filesystem block size).
As other replied, using the mmap(2) system call could help. GNU systems (e.g. Linux) have an extension: the second mode string of fopen may contain the latter m and when that happens, the GNU libc try to mmap.
If you deal with data nearly as large as your RAM (or half of it), you might want to also use madvise(2) to fine-tune performance of mmap.
See also this answer to a question quite similar to yours. (You could use 64Kbytes as a reasonable buffer size).
The "best" size depends a great deal on the underlying file system.
The stat and fstat calls fill in a data structure, struct stat, that includes the following field:
blksize_t st_blksize; /* blocksize for file system I/O */
The OS is responsible for filling this field with a "good size" for write() blocks. However, it's also important to call write() with memory that is "well aligned" (e.g., the result of malloc calls). The easiest way to get this to happen is to use the provided <stdio.h> stream interface (with FILE * objects).
Using mmap, as in other answers here, can also be very fast for many cases. Note that it's not well suited to some kinds of streams (e.g., sockets and pipes) though.
It depends on the amount of RAM, VM, etc. as well as the amount of data being written. The more general answer is to benchmark what buffer works best for the load you're dealing with, and use what works the best.

Why is sequentially reading a large file row by row with mmap and madvise sequential slower than fgets?

Overview
I have a program bounded significantly by IO and am trying to speed it up.
Using mmap seemed to be a good idea, but it actually degrades the performance relative to just using a series of fgets calls.
Some demo code
I've squeezed down demos to just the essentials, testing against an 800mb file with about 3.5million lines:
With fgets:
char buf[4096];
FILE * fp = fopen(argv[1], "r");
while(fgets(buf, 4096, fp) != 0) {
// do stuff
}
fclose(fp);
return 0;
Runtime for 800mb file:
[juhani#xtest tests]$ time ./readfile /r/40/13479/14960
real 0m25.614s
user 0m0.192s
sys 0m0.124s
The mmap version:
struct stat finfo;
int fh, len;
char * mem;
char * row, *end;
if(stat(argv[1], &finfo) == -1) return 0;
if((fh = open(argv[1], O_RDONLY)) == -1) return 0;
mem = (char*)mmap(NULL, finfo.st_size, PROT_READ, MAP_SHARED, fh, 0);
if(mem == (char*)-1) return 0;
madvise(mem, finfo.st_size, POSIX_MADV_SEQUENTIAL);
row = mem;
while((end = strchr(row, '\n')) != 0) {
// do stuff
row = end + 1;
}
munmap(mem, finfo.st_size);
close(fh);
Runtime varies quite a bit, but never faster than fgets:
[juhani#xtest tests]$ time ./readfile_map /r/40/13479/14960
real 0m28.891s
user 0m0.252s
sys 0m0.732s
[juhani#xtest tests]$ time ./readfile_map /r/40/13479/14960
real 0m42.605s
user 0m0.144s
sys 0m0.472s
Other notes
Watching the process run in top, the memmapped version generated a few thousand page faults along the way.
CPU and memory usage are both very low for the fgets version.
Questions
Why is this the case? Is it just because the buffered file access implemented by fopen/fgets is better than the aggressive prefetching that mmap with madvise POSIX_MADV_SEQUENTIAL?
Is there an alternative method of possibly making this faster(Other than on-the-fly compression/decompression to shift IO load to the processor)? Looking at the runtime of 'wc -l' on the same file, I'm guessing this might not be the case.
POSIX_MADV_SEQUENTIAL is only a hint to the system and may be completely ignored by a particular POSIX implementation.
The difference between your two solutions is that mmap requires the file to be mapped into the virtual address space entierly, whereas fgets has the IO entirely done in kernel space and just copies the pages into a buffer that doesn't change.
This also has more potential for overlap, since the IO is done by some kernel thread.
You could perhaps increase the perceived performance of the mmap implementation by having one (or more) independent threads reading the first byte of each page. This (or these) thread then would have all the page faults and the time your application thread would come at a particular page it would already be loaded.
Reading the man pages of mmap reveals that the page faults could be prevented by adding MAP_POPULATE to mmap's flags:
MAP_POPULATE (since Linux 2.5.46): Populate (prefault) page tables for a mapping. For a file mapping, this causes read-ahead on the file. Later accesses to the mapping will not be blocked by page faults.
This way a page faulting pre-load thread (as suggested by Jens) will become obsolete.
Edit:
First of all the benchmarks you make should be done with the page cache flushed to get meaningful results:
echo 3 | sudo tee /proc/sys/vm/drop_caches
Additionally: The MADV_WILLNEED advice with madvise will pre-fault the required pages in (same as the POSIX_FADV_WILLNEED with fadvise). Currently unfortunately these calls block until the requested pages are faulted in, even if the documentation tells differently. But there are kernel patches underway which queue the pre-fault requests into a kernel work-queue to make these calls asynchronous as one would expect - making a separate read-ahead user space thread obsolete.
What you're doing - reading through the entire mmap space - is supposed to trigger a series of page faults. with mmap, the OS only lazily loads pages of the mmap'd data into memory (loads them when you access them). So this approach is an optimization. Although you interface with mmap as if the entire thing is in RAM, it is not all in RAM - it is just a chunk set aside in virtual memory.
In contrast, when you do a read of a file into a buffer the OS pulls the entire structure into RAM (into your buffer). This can apply alot of memory pressure, crowding out other pages, forcing them to be written back to disk. It can lead to thrashing if you're low on memory.
A common optimization technique when using mmap is to page-walk the data into memory: loop through the mmap space, incrementing your pointer by the page size, accessing a single byte per page and triggering the OS to pull all the mmap's pages into memory; triggering all these page faults. This is an optimization technique to "prime the RAM", pulling the mmap in and readying it for future use. With this approach, the OS won't need to do as much lazy loading. You can do this on a separate thread to lead the pages in prior to your main threads access - just make sure you don't run out of RAM or get too far ahead of the main thread, you'll actually begin to degrade performance.
What is the difference between page walking w/ mmap and read() into a large buffer? That's kind of complicated.
Older versions of UNIX, and some current versions, don't always use demand-paging (where the memory is divided up into chunks and swapped in / out as needed). Instead, in some cases, the OS uses traditional swapping - it treats data structures in memory as monolithic, and the entire structure is swapped in / out as needed. This may be more efficient when dealing with large files, where demand-paging requires copying pages into the universal buffer cache, and may lead to frequent swapping or even thrashing. Swapping may avoid use of the universal buffer cache - reducing memory consumption, avoiding an extra copy operation and avoiding frequent writes. Downside is you can't benefit from demand-paging.
With mmap, you're guaranteed demand-paging; with read() you are not.
Also bear in mind that page-walking in a full mmap memory space is always about 60% slower than a flat out read (not counting if you use MADV_SEQUENTIAL or other optimizations).
One note when using mmap w/ MADV_SEQUENTIAL - when you use this, you must be absolutely sure your data IS stored sequentially, otherwise this will actually slow down the paging in of the file by about 10x. Usually your data is not mapped to a continuous section of the disk, it's written to blocks that are spread around the disk. So I suggest you be careful and look closely into this.
Remember, too much data in RAM will pollute the RAM, making page faults alot more common elsewhere. One common misconception about performance is that CPU optimization is more important than memory footprint. Not true - the time it takes to travel to disk exceeds the time of CPU operations by something like 8 orders of magnitude, even with todays SSDs. Therefor, when program execution speed is a concern, memory footprint and utilization is far more important.
A nice thing about read() is the data can be stored on the stack (assuming the stack is large enough), which will further speed up processing.
Using read() with a streaming approach is a good alternative to mmap, if it fits your use case. This is kind of what you're doing with fgets/fputs (fgets/fputs is internally implemented with read). Here what you do is, in a loop, read into a buffer, process the data, & then read in the next section / overwrite the old data. Streaming like this can keep your memory consumption very low, and can be the most efficient way of doing I/O. The only downside is that you never have the entire file in memory at once, and it doesn't persist in memory. So it's a one-off approach. If you can use it - great, do it. If not... use mmap.
So whether read or mmap is faster... it depends on many factors. Testing is probably what you need to do. Generally speaking, mmap is nice if you plan on using the data for an extended period, where you will benefit from demand-paging; or if you just can't handle that amount of data in memory at once. Read() is better if you are using a streaming approach - the data doesn't have to persist, or the data can fit in memory so memory pressure isn't a concern. Also if the data won't be in memory for very long, read() may be preferable.
Now, with your current implementation - which is a sort of streaming approach - you are using fgets() and stopping on \n. Large, bulk reads are more efficient than calling read() repeatedly a million times (which is what fgets does). You don't have to use a giant buffer - you don't want excess memory pressure (which can pollute your cache & other things), & the system also has some internal buffering it uses. But you do want to be reading into a buffer of... lets say 64k in size. You definitely dont want to be calling read line by line.
You could multithread the parsing of that buffer. Just make sure the threads access data in different cache blocks - so find the size of the cache block, get your threads working on different portions of the buffer distanced by at least the cache block size.
Some more specific suggestions for your particular problem:
You might try reformatting the data into some binary format. For example, try changing the file encoding to a custom format instead of UTF-8 or whatever it is. That could reduce its size. 3.5 million lines is quite alot of characters to loop through... it's probably ~150 million character comparisons that you are doing.
If you can sort the file by line length prior to the program running... you can write an algorithm to much more quickly parse the lines - just increment a pointer and test the character you arrive at, making sure it's '\n'. Then do whatever processing you need to do.
You'll need to find a way to maintain the sorted file by inserting new data into appropriate places with this approach.
You can take this a step further - after sorting your file, maintain a list of how many lines of a given length are in the file. Use that to guide your parsing of lines - jump right to the end of each line w/out having to do character comparisons.
If you can't sort the file, just create a list of all the offsets from the start of each line to its terminating newline. 3.5 million offsets.
Write algorithms to update that list on insertion/deletion of lines from the file
When you get into file processing algorithms such as this... it begins to resemble the implementation of a noSQL database. An alternative might just be to insert all this data into a noSQL database. Depends on what you need to do: believe it or not, sometimes just raw custom file manipulation & maintenance described above is faster than any database implementation, even noSQL databases.
A few more things:
When you use this streaming approach with read() you must take care to handle the edge cases - where you reach the end of one buffer, and start a new buffer - appropriately. That's called buffer-stitching.
Lastly, on most modern systems when you use read() the data still gets stored in the universal buffer cache and then copied into your process. That's an extra copy operation. You can disable the buffer cache to speed up the IO in certain cases where you're handling big files. Beware, this will disable paging. But if the data is only in memory for a brief time, this doesn't matter.
The buffer cache is important - find a way to reenable it after the IO was finished. Maybe disable it just for the particular process, do your IO in a separate process, or something... I'm not sure about the details, but this is something that can be done.
I don't think that's actually your problem, though, tbh I think the character comparisons - once you fix that it should just be fine.
That's the best I've got, maybe the experts will have other ideas.
Carry onward!

read() system call does a copy of data instead of passing the reference

The read() system call causes the kernel to copy the data instead of passing the buffer by reference. I was asked the reason for this in an interview. The best I could come up with were:
To avoid concurrent writes on the same buffer across multiple processes.
If the user-level process tries to access a buffer mapped to kernel virtual memory area it will result in a segfault.
As it turns out the interviewer was not entirely satisfied with either of these answers. I would greatly appreciate if anybody could elaborate on the above.
A zero copy implementation would mean the user level process would have to be given access to the buffers used internally by the kernel/driver for reading. The user would have to make an explicit call to the kernel to free the buffer after they were done with it.
Depending on the type of device being read from, the buffers could be more than just an area of memory. (For example, some devices could require the buffers to be in a specific area of memory. Or they could only support writing to a fixed area of memory be given to them at startup.) In this case, failure of the user program to "free" those buffers (so that the device could write more data to them) could cause the device and/or its driver to stop functioning properly, something a user program should never be able to do.
The buffer is specified by the caller, so the only way to get the data there is to copy them. And the API is defined the way it is for historical reasons.
Note, that your two points above are no problem for the alternative, mmap, which does pass the buffer by reference (and writing to it than writes to the file, so you than can't process the data in place, while many users of read do just that).
I might have been prepared to dispute the interviewer's assertion. The buffer in a read() call is supplied by the user process and therefore comes from the user address space. It's also not guaranteed to be aligned in any particular way with respect to page frames. That makes it tricky to do what is necessary to perform IO directly into the buffer ie. map the buffer into the device driver's address space or wire it for DMA. However, in limited circumstances, this may be possible.
I seem to remember the BSD subsystem used by Mac OS X used to copy data between address spaces had an optimisation in this respect, although I may be completely mistaken.

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