ZFS: Difference between revisions

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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}}]]) - also known as [https://openzfs.org/ OpenZFS] ([[wikipedia:en:OpenZFS]]) - is a modern filesystem[[category:filesystem]] which is well supported on [[NixOS]].
[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.


Besides the ''zfs'' package (''ZFS Filesystem Linux Kernel module'') <ref>https://search.nixos.org/packages?channel=unstable&show=zfs&query=zfs</ref> itself there are many packages in the [[{{PAGENAME}}]] ecosystem available.
ZFS integrates into NixOS via the {{nixos:option|boot.zfs}} and {{nixos:option|services.zfs}} options.


[[{{PAGENAME}}]] integrates into NixOS via the ''boot.zfs''<ref>https://search.nixos.org/options?channel=unstable&query=boot.zfs</ref> and ''service.zfs''<ref>https://search.nixos.org/options?channel=unstable&query=services.zfs</ref> 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.  


== Limitations ==
<syntaxhighlight lang="nix">
{
  config,
  lib,
  pkgs,
  ...
}:


==== Latest kernel compatible with ZFS ====
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>


Newer kernels might not be supported by ZFS yet. If you are running a kernel which is not officially supported by zfs, the module will refuse to evaluate and show an error. Use <code>boot.kernelPackages = config.boot.zfs.package.latestCompatibleLinuxPackages;</code> to use the latest kernel compatible with zfs.
===== 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 SWAP on ZFS ====
==== Partial support for swap on ZFS ====


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 not swapfiles on ZFS are used, set <code>boot.zfs.allowHibernation = true</code>.
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.


==== declarative mounting of ZFS datasets ====
==== ZFS conflicting with systemd ====


When using legacy mountpoints (created with eg<code>zfs create -o mountpoint=legacy</code>) mountpoints must be specified with <code>fileSystems."/mount/point" = {};</code>. 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 ZFS mount service is also enabled for the same datasets. Disable it with <code>systemd.services.zfs-mount.enable = false;</code>.
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''' ====
=== 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 enabling ZFS on an existing NixOS installation] and
* [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 (installing NixOS with) 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:
* Give understandable, easy to follow and close to the standard installation guide instructions
* Giving understandable, easy to follow instructions which are close to the standard installation guide
* integrating ZFS into your existing config
* Integrating ZFS into your existing config
 
 
==== '''Simple NixOS ZFS in root installation''' ====


=== 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 your disk with your favorite partition tool.'''
==== 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>


'''Make zfs pool with encryption and mount points:'''
'''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]}}


'''Note:''' zpool config can significantly affect performance (especially the ashift option) so you may want to do some research. The [https://jrs-s.net/2018/08/17/zfs-tuning-cheat-sheet/ ZFS tuning cheatsheet] or [https://wiki.archlinux.org/title/ZFS#Storage_pools ArchWiki] is a good place to start.
==== 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 /dev/nvme0n1p3
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 with fat as filesystem'''
==== Format boot partition and enable swap ====
<syntaxhighlight lang="bash">
<syntaxhighlight lang="bash">
mkfs.fat -F 32 -n boot /dev/nvme0n1p1
mkfs.fat -F 32 -n boot $BOOT
</syntaxhighlight>
</syntaxhighlight>


'''Enable swap'''
<syntaxhighlight lang="bash">
<syntaxhighlight lang="bash">
mkswap -L swap /dev/nvme0n1p2
mkswap -L swap $SWAP
swapon  
swapon $SWAP
</syntaxhighlight>
</syntaxhighlight>


 
==== Installation ====
'''Installation:'''
<syntaxhighlight lang="bash">
 
We're now using Disk IDs and not the device name because device names might change and NixOS Config Generation will be using the IDs anyway. Get the device ID in <code>/dev/disk/by-id/</code>, in our case here it is <code>nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O</code>
 
# Mount boot
# Mount boot
<syntaxhighlight lang="bash">
mkdir -p /mnt/boot
mkdir -p /mnt/boot
mount /dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part1 /mnt/boot
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.


<syntaxhighlight lang="nix">
{{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" ];
+    options = [ "zfsutil" ];
   };
   };


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     device = "zpool/nix";
     device = "zpool/nix";
     fsType = "zfs";
     fsType = "zfs";
    options = [ "zfsutil" ];
+    options = [ "zfsutil" ];
   };
   };


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     device = "zpool/var";
     device = "zpool/var";
     fsType = "zfs";
     fsType = "zfs";
    options = [ "zfsutil" ];
+    options = [ "zfsutil" ];
   };
   };


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     device = "zpool/home";
     device = "zpool/home";
     fsType = "zfs";
     fsType = "zfs";
    options = [ "zfsutil" ];
+    options = [ "zfsutil" ];
   };
   };


   fileSystems."/boot" = {  
   fileSystems."/boot" = {  
   device = "/dev/disk/by-partlabel/boot";
   device = "/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part1";
   fsType = "vfat";
   fsType = "vfat";
   };
   };


   swapDevices = [{
   swapDevices = [{
    device = "/dev/disk/by-partlabel/swap";
+    device = "/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part2";
    randomEncryption = true;
+    randomEncryption = true;
   }];
   }];
}
}
</syntaxhighlight>
}}


Now you may install nixos with <code>nixos-install</code>
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 zfs via ssh on boot ===
=== 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 kernel module to the kernel and initrd as well, e.g. <syntaxhighlight lang="nix">
* 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 <code>services.sanoid</code> section in <code>man configuration.nix</code>.
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
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 notification for ZFS Event Daemon ==
== Mail notifications (ZFS Event Daemon) ==


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]
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]


=== Alternative 1: Enable Mail Notification without Re-compliation ===
=== 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="bash">
<syntaxhighlight lang="nix">
tee -a /etc/aliases <<EOF
{
root: user@example.com
  environment.etc.aliases.text = ''
EOF
    root: you@example.com
  '';
}
</syntaxhighlight>
</syntaxhighlight>


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</syntaxhighlight>
</syntaxhighlight>


=== Alternative 2: Rebuild ZFS with Mail Support ===
=== 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 kernel update, which could be very time-consuming on lower-end NAS systems.
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">