ZFS: Difference between revisions
finalize zfs install on root example |
Change the /etc/aliases configuration to use Nix instead |
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[https://zfsonlinux.org/ {{PAGENAME}}] ([[wikipedia:en:{{PAGENAME}}]]) | [https://zfsonlinux.org/ {{PAGENAME}}] ([[wikipedia:en:{{PAGENAME}}]]), also known as [https://openzfs.org/ OpenZFS] ([[wikipedia:en:OpenZFS]]), is a modern filesystem which is well supported on [[NixOS]]. | ||
[[category:filesystem]] | |||
Besides the {{nixos:package|zfs}} package (''ZFS Filesystem Linux Kernel module'') itself, there are many packages in the ZFS ecosystem available. | |||
ZFS integrates into NixOS via the {{nixos:option|boot.zfs}} and {{nixos:option|services.zfs}} options. | |||
[[ | == Limitations == | ||
==== Latest Kernel compatible with ZFS ==== | |||
ZFS often does not support the latest Kernel versions. It is recommended to use an LTS Kernel version whenever possible; the NixOS default Kernel is generally suitable. See [[Linux kernel|Linux Kernel]] for more information about configuring a specific Kernel version. | |||
If your config specifies a Kernel version that is not officially supported by upstream ZFS, the ZFS module will fail to evaluate with an error that the ZFS package is "broken". Upstream ZFS changed in 2.3 to refuse to build by default, regardless of Nixpkgs’ broken marking (or ignoring). | |||
===== Selecting the latest ZFS-compatible Kernel ===== | |||
{{Warning|This will often result in the Kernel version going backwards as Kernel versions become end-of-life and are removed from Nixpkgs. If you need more control over the Kernel version due to hardware requirements, consider simply pinning a specific version rather than calculating it as below.}} | |||
To use the latest ZFS-compatible Kernel currently available, the following configuration may be used. | |||
= | <syntaxhighlight lang="nix"> | ||
{ | |||
config, | |||
lib, | |||
pkgs, | |||
... | |||
}: | |||
=== | let | ||
zfsCompatibleKernelPackages = lib.filterAttrs ( | |||
name: kernelPackages: | |||
(builtins.match "linux_[0-9]+_[0-9]+" name) != null | |||
&& (builtins.tryEval kernelPackages).success | |||
&& (!kernelPackages.${config.boot.zfs.package.kernelModuleAttribute}.meta.broken) | |||
) pkgs.linuxKernel.packages; | |||
latestKernelPackage = lib.last ( | |||
lib.sort (a: b: (lib.versionOlder a.kernel.version b.kernel.version)) ( | |||
builtins.attrValues zfsCompatibleKernelPackages | |||
) | |||
); | |||
in | |||
{ | |||
# Note this might jump back and forth as kernels are added or removed. | |||
boot.kernelPackages = latestKernelPackage; | |||
} | |||
</syntaxhighlight> | |||
===== Using unstable, pre-release ZFS ===== | |||
{{Warning|Pre-release ZFS versions may be less well-tested, and may have critical bugs that may cause data loss.}}{{Warning|Running ZFS with a Kernel unsupported by upstream “is considered EXPERIMENTAL by the OpenZFS project. Even if it appears to build and run correctly, there may be bugs that can cause SERIOUS DATA LOSS.”}} | |||
In some cases, a pre-release version of ZFS may be available that supports a newer Kernel. Use it with <code>boot.zfs.package = pkgs.zfs_unstable;</code>. Using zfs_unstable may allow the use of an unsupported Kernel; as warned above, [https://github.com/openzfs/zfs/blob/6a2f7b38442b42f4bc9a848f8de10fc792ce8d76/config/kernel.m4#L473-L487 upstream considers this experimental]. | |||
==== Partial support for | ==== Partial support for swap on ZFS ==== | ||
ZFS does not support swapfiles. | ZFS does not support swapfiles. swap devices can be used instead. Additionally, hibernation is disabled by default due to a [https://github.com/NixOS/nixpkgs/pull/208037 high risk] of data corruption. Note that even if that pull request is merged, it does not fully mitigate the risk. If you wish to enable hibernation regardless and made sure that swapfiles on ZFS are not used, set <code>boot.zfs.allowHibernation = true</code>. | ||
==== Zpool not found ==== | ==== Zpool not found ==== | ||
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The differences can be tested by running <code>zpool import -d /dev/disk/by-id</code> when none of the pools are discovered, eg. a live iso. | The differences can be tested by running <code>zpool import -d /dev/disk/by-id</code> when none of the pools are discovered, eg. a live iso. | ||
==== | ==== ZFS conflicting with systemd ==== | ||
ZFS will manage mounting non-legacy ZFS filesystems, but NixOS tries to manage mounting with systemd. ZFS native mountpoints are not managed as part of the system configuration (but better support hibernation with a separate swap partition). This can lead to conflicts if the ZFS mount service is also enabled for the same datasets. | |||
Disable the mount service with <code>systemd.services.zfs-mount.enable = false;</code> or remove the <code>fileSystems</code> entries in hardware-configuration.nix. Otherwise, use legacy mountpoints (created with e.g. <code>zfs create -o mountpoint=legacy</code>). Mountpoints must be specified with <code>fileSystems."/mount/point" = {};</code> or with <code>nixos-generate-config</code>. | |||
== Guides == | == Guides == | ||
=== | === OpenZFS Documentation for installing === | ||
{{warning|This guide is not endorsed by NixOS and some features like immutable root do not have upstream support and could break on updates. If an issue arises while following this guide, please consult the guides support channels.}} | {{warning|This guide is not endorsed by NixOS and some features like immutable root do not have upstream support and could break on updates. If an issue arises while following this guide, please consult the guides support channels.}} | ||
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It is about: | It is about: | ||
* [https://openzfs.github.io/openzfs-docs/Getting%20Started/NixOS/index.html#installation | * [https://openzfs.github.io/openzfs-docs/Getting%20Started/NixOS/index.html#installation Enabling ZFS on an existing NixOS installation] | ||
* [https://openzfs.github.io/openzfs-docs/Getting%20Started/NixOS/#root-on-zfs ( | * [https://openzfs.github.io/openzfs-docs/Getting%20Started/NixOS/#root-on-zfs (Installing NixOS with) Root on ZFS]. | ||
It is not about: | It is not about: | ||
* | * Giving understandable, easy to follow instructions which are close to the standard installation guide | ||
* | * Integrating ZFS into your existing config | ||
=== Simple NixOS ZFS on root installation === | |||
Start from here in the NixOS manual: [https://nixos.org/manual/nixos/stable/#sec-installation-manual]. | Start from here in the NixOS manual: [https://nixos.org/manual/nixos/stable/#sec-installation-manual]. | ||
Under manual partitioning [https://nixos.org/manual/nixos/stable/#sec-installation-manual-partitioning] do this instead: | Under manual partitioning [https://nixos.org/manual/nixos/stable/#sec-installation-manual-partitioning] do this instead: | ||
==== Partition the disk ==== | |||
We need the following partitions: | We need the following partitions: | ||
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In low-memory situations, ZFS therefore might need a bit longer to free up memory from its cache. The swap partition will help with that. | In low-memory situations, ZFS therefore might need a bit longer to free up memory from its cache. The swap partition will help with that. | ||
Example with gdisk: | Example with gdisk using <code>/dev/nvme0n1</code> as the device (use <code>lsblk</code> to find the device</code>): | ||
<syntaxhighlight lang="bash"> | <syntaxhighlight lang="bash"> | ||
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The operation has completed successfully. | The operation has completed successfully. | ||
</syntaxhighlight> | </syntaxhighlight> | ||
Final partition table | Final partition table (<code>fdisk -l /dev/nvme0n1</code>): | ||
<syntaxhighlight lang=bash> | <syntaxhighlight lang=bash> | ||
Number Start (sector) End (sector) Size Code Name | Number Start (sector) End (sector) Size Code Name | ||
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</syntaxhighlight> | </syntaxhighlight> | ||
''' | '''Let's use variables from now on for simplicity.''' Get the device ID in <code>/dev/disk/by-id/</code> (using {{ic|blkid}}), in our case here it is <code>nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O</code> | ||
<syntaxhighlight lang=bash> | |||
BOOT=/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part1 | |||
SWAP=/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part2 | |||
DISK=/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part3 | |||
</syntaxhighlight> | |||
{{note|It is often recommended to specify the drive using the device ID/UUID to prevent incorrect configuration, but it is also possible to use the device name (e.g. /dev/sda). See also: [[#Zpool created with bus-based disk names]], [https://wiki.archlinux.org/title/Persistent_block_device_naming Persistent block device naming - ArchWiki]}} | |||
==== Make a ZFS pool with encryption and mount points ==== | |||
{{Note|zpool config can significantly affect performance (especially the ashift option) so you may want to do some research. The ZFS tuning cheatsheet or ArchWiki is a good place to start.}} | |||
<syntaxhighlight lang="bash"> | <syntaxhighlight lang="bash"> | ||
zpool create -O encryption=on -O keyformat=passphrase -O keylocation=prompt -O compression=zstd -O mountpoint=none -O xattr=sa -O acltype=posixacl -o ashift=12 zpool | zpool create -O encryption=on -O keyformat=passphrase -O keylocation=prompt -O compression=zstd -O mountpoint=none -O xattr=sa -O acltype=posixacl -o ashift=12 zpool $DISK | ||
# enter the password to decrypt the pool at boot | # enter the password to decrypt the pool at boot | ||
Enter new passphrase: | Enter new passphrase: | ||
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zfs create zpool/home | zfs create zpool/home | ||
# Mount root | |||
mkdir -p /mnt | mkdir -p /mnt | ||
mount -t zfs zpool/root /mnt -o zfsutil | mount -t zfs zpool/root /mnt -o zfsutil | ||
# Mount nix, var, home | |||
mkdir /mnt/nix /mnt/var /mnt/home | mkdir /mnt/nix /mnt/var /mnt/home | ||
mount -t zfs zpool/nix /mnt/nix -o zfsutil | mount -t zfs zpool/nix /mnt/nix -o zfsutil | ||
mount -t zfs zpool/var /mnt/var -o zfsutil | mount -t zfs zpool/var /mnt/var -o zfsutil | ||
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</syntaxhighlight> | </syntaxhighlight> | ||
==== Format boot partition and enable swap ==== | |||
<syntaxhighlight lang="bash"> | <syntaxhighlight lang="bash"> | ||
mkfs.fat -F 32 -n boot | mkfs.fat -F 32 -n boot $BOOT | ||
</syntaxhighlight> | </syntaxhighlight> | ||
<syntaxhighlight lang="bash"> | <syntaxhighlight lang="bash"> | ||
mkswap -L swap | mkswap -L swap $SWAP | ||
swapon | swapon $SWAP | ||
</syntaxhighlight> | </syntaxhighlight> | ||
==== Installation ==== | |||
<syntaxhighlight lang="bash"> | |||
# Mount boot | # Mount boot | ||
mkdir -p /mnt/boot | mkdir -p /mnt/boot | ||
mount | mount $BOOT /mnt/boot | ||
# Generate the nixos config | # Generate the nixos config | ||
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Now edit the configuration.nix that was just created in <code>/mnt/etc/nixos/configuration.nix</code> and make sure to have at least the following content in it. | Now edit the configuration.nix that was just created in <code>/mnt/etc/nixos/configuration.nix</code> and make sure to have at least the following content in it. | ||
{{file|/mnt/etc/nixos/configuration.nix|diff|3= | |||
{ | { | ||
... | |||
# Boot loader config for configuration.nix: | # Boot loader config for configuration.nix: | ||
boot.loader.systemd-boot.enable = true; | boot.loader.systemd-boot.enable = true; | ||
# for local disks that are not shared over the network, we don't need this to be random | # for local disks that are not shared over the network, we don't need this to be random | ||
networking.hostId = "8425e349"; | # without this, "ZFS requires networking.hostId to be set" will be raised | ||
+ networking.hostId = "8425e349"; | |||
... | |||
} | |||
}} | |||
Now check the hardware-configuration.nix in <code>/mnt/etc/nixos/hardware-configuration.nix</code> and add whats missing e.g. <code>options = [ "zfsutil" ]</code> for all filesystems except boot and <code>randomEncryption = true;</code> for the swap partition. Also change the generated swap device to the partition we created e.g. <code>/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part2</code> in this case and <code>/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part1</code> for boot. | |||
{{file|/mnt/etc/nixos/configuration.nix|diff|3= | |||
{ | |||
... | |||
fileSystems."/" = { | fileSystems."/" = { | ||
device = "zpool/root"; | device = "zpool/root"; | ||
fsType = "zfs"; | fsType = "zfs"; | ||
# the zfsutil option is needed when mounting zfs datasets without "legacy" mountpoints | # the zfsutil option is needed when mounting zfs datasets without "legacy" mountpoints | ||
+ options = [ "zfsutil" ]; | |||
}; | }; | ||
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device = "zpool/nix"; | device = "zpool/nix"; | ||
fsType = "zfs"; | fsType = "zfs"; | ||
+ options = [ "zfsutil" ]; | |||
}; | }; | ||
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device = "zpool/var"; | device = "zpool/var"; | ||
fsType = "zfs"; | fsType = "zfs"; | ||
+ options = [ "zfsutil" ]; | |||
}; | }; | ||
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device = "zpool/home"; | device = "zpool/home"; | ||
fsType = "zfs"; | fsType = "zfs"; | ||
+ options = [ "zfsutil" ]; | |||
}; | }; | ||
fileSystems."/boot" = { | fileSystems."/boot" = { | ||
device = "/dev/disk/by- | device = "/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part1"; | ||
fsType = "vfat"; | fsType = "vfat"; | ||
}; | }; | ||
swapDevices = [{ | swapDevices = [{ | ||
+ device = "/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part2"; | |||
+ randomEncryption = true; | |||
}]; | }]; | ||
} | } | ||
}} | |||
Now you may install | Now you may install NixOS with <code>nixos-install</code>. | ||
== Importing on boot == | == Importing on boot == | ||
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You can tweak the interval (defaults to once a week) and which pools should be scrubbed (defaults to all). | You can tweak the interval (defaults to once a week) and which pools should be scrubbed (defaults to all). | ||
== Remote unlock == | == Remote unlock == | ||
=== Unlock encrypted | === Unlock encrypted ZFS via SSH on boot === | ||
{{note|As of 22.05, rebuilding your config with the below directions may result in a situation where, if you want to revert the changes, you may need to do some pretty hairy nix-store manipulation to be able to successfully rebuild, see https://github.com/NixOS/nixpkgs/issues/101462#issuecomment-1172926129}} | {{note|As of 22.05, rebuilding your config with the below directions may result in a situation where, if you want to revert the changes, you may need to do some pretty hairy nix-store manipulation to be able to successfully rebuild, see https://github.com/NixOS/nixpkgs/issues/101462#issuecomment-1172926129}} | ||
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</syntaxhighlight> | </syntaxhighlight> | ||
* In order to use DHCP in the initrd, network manager must not be enabled and <syntaxhighlight lang="nix" inline>networking.useDHCP = true;</syntaxhighlight> must be set. | * In order to use DHCP in the initrd, network manager must not be enabled and <syntaxhighlight lang="nix" inline>networking.useDHCP = true;</syntaxhighlight> must be set. | ||
* If your network card isn't started, you'll need to add the according | * If your network card isn't started, you'll need to add the according Kernel module to the Kernel and initrd as well, e.g. <syntaxhighlight lang="nix"> | ||
boot.kernelModules = [ "r8169" ]; | boot.kernelModules = [ "r8169" ]; | ||
boot.initrd.kernelModules = [ "r8169" ];</syntaxhighlight> | boot.initrd.kernelModules = [ "r8169" ];</syntaxhighlight> | ||
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== Take snapshots automatically == | == Take snapshots automatically == | ||
See | See {{nixos:option|services.sanoid}} section in <code>man configuration.nix</code>. | ||
== NFS share == | == NFS share == | ||
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Then, set <code>sharenfs</code> property: | Then, set <code>sharenfs</code> property: | ||
<syntaxhighlight lang="console"> | <syntaxhighlight lang="console"> | ||
zfs set sharenfs="ro=192.168.1.0/24,all_squash,anonuid=70,anongid=70" rpool/myData | |||
</syntaxhighlight> | </syntaxhighlight> | ||
For more options, see <code>man 5 exports</code>. | For more options, see <code>man 5 exports</code>. | ||
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Todo: sharesmb property for Samba. | Todo: sharesmb property for Samba. | ||
== Mail | == Mail notifications (ZFS Event Daemon) == | ||
ZFS Event Daemon (zed) monitors events generated by the ZFS | ZFS Event Daemon (zed) monitors events generated by the ZFS Kernel module and runs configured tasks. It can be configured to send an email when a pool scrub is finished or a disk has failed. [https://search.nixos.org/options?query=services.zfs.zed zed options] | ||
=== | === Option A: enable mail notifications without re-compliation === | ||
First, we need to configure a mail transfer agent, the program that sends email: | First, we need to configure a mail transfer agent, the program that sends email: | ||
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Then, configure an alias for root account. With this alias configured, all mails sent to root, such as cron job results and failed sudo login events, will be redirected to the configured email account. | Then, configure an alias for root account. With this alias configured, all mails sent to root, such as cron job results and failed sudo login events, will be redirected to the configured email account. | ||
<syntaxhighlight lang=" | <syntaxhighlight lang="nix"> | ||
{ | |||
root: | environment.etc.aliases.text = '' | ||
root: you@example.com | |||
''; | |||
} | |||
</syntaxhighlight> | </syntaxhighlight> | ||
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</syntaxhighlight> | </syntaxhighlight> | ||
=== | === Option B: Rebuild ZFS with mail support === | ||
The <code>zfs</code> package can be rebuilt with mail features. However, please note that this will cause Nix to recompile the entire ZFS package on the computer, and on every | The <code>zfs</code> package can be rebuilt with mail features. However, please note that this will cause Nix to recompile the entire ZFS package on the computer, and on every Kernel update, which could be very time-consuming on lower-end NAS systems. | ||
An alternative solution that does not involve recompliation can be found above. | An alternative solution that does not involve recompliation can be found above. | ||
The following override is needed as <code>zfs</code> is implicitly used in partition mounting: | The following override is needed as <code>zfs</code>is implicitly used in partition mounting: | ||
<syntaxhighlight lang="nix"> | <syntaxhighlight lang="nix"> |