ZFS: Difference between revisions

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Adding section for unlocking additional encrypted pools/datasets at bootup
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Take snapshots automatically: add services.zfs.autoSnapshot
 
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NixOS has native support for ZFS.
[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]].
It uses the code from the [http://zfsonlinux.org/ ZFS on Linux project], including kernel modules and userspace utilities.
[[category:filesystem]]
Besides the {{nixos:package|zfs}} package (''ZFS Filesystem Linux Kernel module'') itself, there are many packages in the ZFS ecosystem available.


== What works ==
ZFS integrates into NixOS via the {{nixos:option|boot.zfs}} and {{nixos:option|services.zfs}} options.


All functionality supported by ZFS on Linux, including:
== Limitations ==
* Using ZFS as the root filesystem (using either MS-DOS or GPT partitions)
* Encrypted ZFS pools (using either native encryption or Linux's dm-crypt)
* All the other ZFS goodies (cheap snapshotting, checksumming, compression, RAID-Z, ...)
* Auto-snapshotting service


== Known issues ==
==== 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.


* As of 2014-03-04, you shouldn't use a ZVol as a swap device, as it can deadlock under memory pressure
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).  
* As of 2014-03-04, you should set the <code>mountpoint</code> property of your ZFS filesystems to be <code>legacy</code> and let NixOS mount them like any other filesystem (such as ext4 or btrfs), otherwise some filesystems may fail to mount due to ordering issues
* As of 2014-03-04, all ZFS pools available to the system will be forcibly imported during boot, regardless if you had imported them before or not. You should be careful not to have any other system accessing them at the same time, otherwise it will corrupt your pools. Normally (for the common desktop user) this should not be a problem, as a hard disk is usually only directly connected to one machine.


== How to use it ==
===== 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.


Just add the following to your <code>configuration.nix</code> file:
<syntaxhighlight lang="nix">
{
  config,
  lib,
  pkgs,
  ...
}:


<syntaxhighlight lang="nix">
let
boot.supportedFilesystems = [ "zfs" ];
  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>
</syntaxhighlight>


Be sure to also set networking.hostId, see https://nixos.org/nixos/manual/options.html#opt-networking.hostId
===== 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 ====
 
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 ====
 
If NixOS fails to import the zpool on reboot, you may need to add <syntaxhighlight lang="nix" inline>boot.zfs.devNodes = "/dev/disk/by-path";</syntaxhighlight> or <syntaxhighlight lang="nix" inline>boot.zfs.devNodes = "/dev/disk/by-partuuid";</syntaxhighlight> to your configuration.nix file.


To activate the configuration and load the ZFS kernel module, run:
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.


<syntaxhighlight lang="bash">
==== ZFS conflicting with systemd ====
nixos-rebuild switch
</syntaxhighlight>


All ZFS functionality should now be available.
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.  


If you want NixOS to auto-mount your ZFS filesystems during boot, you should set their <code>mountpoint</code> property to <code>legacy</code> and treat it like if it were any other filesystem, i.e.: mount the filesystem manually and regenerate your list of filesystems, as such:
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>.


<syntaxhighlight lang="bash">
== Guides ==
zfs set mountpoint=legacy <pool>/<fs>
mount -t zfs <pool>/<fs> <mountpoint>


# This will regenerate your /etc/nixos/hardware-configuration.nix file:
=== Root on ZFS with disko ===
nixos-generate-config


nixos-rebuild switch
disko[https://github.com/nix-community/disko/blob/master/example/zfs.nix] can partition disks declaratively and handle mount points at install time.
</syntaxhighlight>


NixOS will now make sure that your filesystem is always mounted during boot.
Don't follow the Root on ZFS guide found in OpenZFS documentation. It was abandoned and has not been updated in years. See commit log for the openzfs-docs repo for details.
The <code>nixos-generate-config</code> command regenerates your <code>/etc/nixos/hardware-configuration.nix</code> file, which includes the list of filesystems for NixOS to mount during boot, e.g.:
<syntaxhighlight lang="nix">
  fileSystems."/home" =
    { device = "rpool/home";
      fsType = "zfs";
    };


  fileSystems."/backup" =
=== Simple NixOS ZFS on root installation ===
    { device = "rpool/backup";
Start from here in the NixOS manual: [https://nixos.org/manual/nixos/stable/#sec-installation-manual].
      fsType = "zfs";
Under manual partitioning [https://nixos.org/manual/nixos/stable/#sec-installation-manual-partitioning] do this instead:
    };
</syntaxhighlight>


== Changing the Cache Size ==
==== Partition the disk ====
We need the following partitions:


ZFS has a complicated cache system. The cache you're most likely to want to fiddle with is the called Adaptive Replacement Cache, usually abbreviated ARC.  This is the first-level (fastest) of ZFS's caches.
* 1G for boot partition with "boot" as the partition label (also called name in some tools) and ef00 as partition code
* 4G for a swap partition with "swap" as the partition label and 8200 as partition code. We will encrypt this with a random secret on each boot.
* The rest of disk space for zfs with "root" as the partition label and 8300 as partition code (default code)


You can increase or decrease a parameter which represents approximately the maximum size of the ARC cache. You can't set its actual size (ZFS does that adaptively according to its workload), nor can you set its exact maximum size.
Reason for swap partition: ZFS does use a caching mechanism that is different from the normal Linux cache infrastructure.
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.


To change the maximum size of the ARC cache to (for example) 12 GB, add this to your NixOS configuration:
Example with gdisk using <code>/dev/nvme0n1</code> as the device (use <code>lsblk</code> to find the device</code>):


<syntaxhighlight lang="nix">
<syntaxhighlight lang="bash">
boot.kernelParams = ["zfs.zfs_arc_max=12884901888"];
sudo gdisk /dev/nvme0n1
</syntaxhighlight>
GPT fdisk (gdisk) version 1.0.10
...
# boot partition
Command (? for help): n
Partition number (1-128, default 1):
First sector (2048-1000215182, default = 2048) or {+-}size{KMGTP}:
Last sector (2048-1000215182, default = 1000215175) or {+-}size{KMGTP}: +1G
Current type is 8300 (Linux filesystem)
Hex code or GUID (L to show codes, Enter = 8300): ef00
Changed type of partition to 'EFI system partition'


In some versions of ZFS, you can change the maximum size of the ARC on the fly, but in NixOS 18.03 this is not possible.  (Nor is it possible in other versions of ZFS on Linux yet, according to Stack Exchange.)
# Swap partition
Command (? for help): n
Partition number (2-128, default 2):
First sector (2099200-1000215182, default = 2099200) or {+-}size{KMGTP}:
Last sector (2099200-1000215182, default = 1000215175) or {+-}size{KMGTP}: +4G
Current type is 8300 (Linux filesystem)
Hex code or GUID (L to show codes, Enter = 8300): 8200
Changed type of partition to 'Linux swap'


== Automatic Scrubbing ==
# root partition
Command (? for help): n
Partition number (3-128, default 3):
First sector (10487808-1000215182, default = 10487808) or {+-}size{KMGTP}:
Last sector (10487808-1000215182, default = 1000215175) or {+-}size{KMGTP}:
Current type is 8300 (Linux filesystem)
Hex code or GUID (L to show codes, Enter = 8300):
Changed type of partition to 'Linux filesystem'


Regular scrubbing of ZFS pools is recommended and can be enabled in your NixOS configuration via:
# write changes
<syntaxhighlight lang="nix">
Command (? for help): w
services.zfs.autoScrub.enable = true;
</syntaxhighlight>


You can tweak the interval (defaults to once a week) and which pools should be scrubbed (defaults to all).
Final checks complete. About to write GPT data. THIS WILL OVERWRITE EXISTING
PARTITIONS!!


== Reservations ==
Do you want to proceed? (Y/N): y
OK; writing new GUID partition table (GPT) to /dev/nvme0n1.
The operation has completed successfully.
</syntaxhighlight>
Final partition table (<code>fdisk -l /dev/nvme0n1</code>):
<syntaxhighlight lang=bash>
Number  Start (sector)    End (sector)  Size      Code  Name
  1            2048        2099199  1024.0 MiB  EF00  EFI system partition
  2        2099200        10487807  4.0 GiB    8200  Linux swap
  3        10487808      1000215175  471.9 GiB  8300  Linux filesystem
</syntaxhighlight>


Since zfs is a copy-on-write filesystem even for deleting files disk space is needed. Therefore it should be avoided
'''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>
to run out of disk space. Luckily it is possible to reserve disk space for datasets to prevent this.
To enable reservations pick any dataset of your and do:


<syntaxhighlight lang="console">
<syntaxhighlight lang=bash>
$ zfs set reservation=1G zroot # reserves enough disk space to have room for cleanups/deletion
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>
</syntaxhighlight>


where <code>zroot</code> should be replaced by a dataset in your pool.
{{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]}}


== How to use the auto-snapshotting service ==
==== Make a ZFS pool with encryption and mount points ====


To auto-snapshot a ZFS filesystem or a ZVol, set its <code>com.sun:auto-snapshot</code> property to <code>true</code>, like this:
{{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">
$ zfs set com.sun:auto-snapshot=true <pool>/<fs>
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
</syntaxhighlight>
# enter the password to decrypt the pool at boot
Enter new passphrase:
Re-enter new passphrase:


(Note that by default this property will be inherited by all descendent datasets, but you can set their properties to false if you prefer.)
# Create datasets
zfs create zpool/root
zfs create zpool/nix
zfs create zpool/var
zfs create zpool/home


Then, to enable the auto-snapshot service, add this to your <code>configuration.nix</code>:
# Mount root
mkdir -p /mnt
mount -t zfs zpool/root /mnt -o zfsutil


<syntaxhighlight lang="nix">
# Mount nix, var, home
services.zfs.autoSnapshot.enable = true;
mkdir /mnt/nix /mnt/var /mnt/home
mount -t zfs zpool/nix /mnt/nix -o zfsutil
mount -t zfs zpool/var /mnt/var -o zfsutil
mount -t zfs zpool/home /mnt/home -o zfsutil
</syntaxhighlight>
</syntaxhighlight>


And finally, run <code>nixos-rebuild switch</code> to activate the new configuration!
Output from <syntaxhighlight lang="bash" inline>zpool status</syntaxhighlight>:
<syntaxhighlight >
zpool status
  pool: zpool
state: ONLINE
...
config:


By default, the auto-snapshot service will keep the latest four 15-minute, 24 hourly, 7 daily, 4 weekly and 12 monthly snapshots.
NAME                              STATE    READ WRITE CKSUM
You can globally override this configuration by setting the desired number of snapshots in your <code>configuration.nix</code>, like this:
zpool                              ONLINE      0    0    0
  nvme-eui.0025384b21406566-part2  ONLINE      0    0    0


<syntaxhighlight lang="nix">
services.zfs.autoSnapshot = {
  enable = true;
  frequent = 8; # keep the latest eight 15-minute snapshots (instead of four)
  monthly = 1;  # keep only one monthly snapshot (instead of twelve)
};
</syntaxhighlight>
</syntaxhighlight>


You can also disable a given type of snapshots on a per-dataset basis by setting a ZFS property, like this:
==== Format boot partition and enable swap ====
<syntaxhighlight lang="bash">
mkfs.fat -F 32 -n boot $BOOT
</syntaxhighlight>


<syntaxhighlight lang="console">
<syntaxhighlight lang="bash">
$ zfs set com.sun:auto-snapshot:weekly=false <pool>/<fs>
mkswap -L swap $SWAP
swapon $SWAP
</syntaxhighlight>
</syntaxhighlight>


This would disable only weekly snapshots on the given filesystem.
==== Installation ====
<syntaxhighlight lang="bash">
# Mount boot
mkdir -p /mnt/boot
mount $BOOT /mnt/boot


== How to install NixOS on a ZFS root filesystem ==
# Generate the nixos config
nixos-generate-config --root /mnt
...
writing /mnt/etc/nixos/hardware-configuration.nix...
writing /mnt/etc/nixos/configuration.nix...
For more hardware-specific settings, see https://github.com/NixOS/nixos-hardware.
</syntaxhighlight>


Here's an example of how to create a ZFS root pool using 4 disks in RAID-10 mode (striping+mirroring), create a ZFS root+home filesystems and install NixOS on them:
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.
(thanks to Danny Wilson for the instructions)


<syntaxhighlight lang="bash">
{{file|/mnt/etc/nixos/configuration.nix|diff|3=
# Add the zfs filesystem to the install environment:
{
nano /etc/nixos/configuration.nix
...
  # Boot loader config for configuration.nix:
  boot.loader.systemd-boot.enable = true;


## ---8<-------------------------8<---
  # for local disks that are not shared over the network, we don't need this to be random
  boot.supportedFilesystems = [ "zfs" ];
  # without this, "ZFS requires networking.hostId to be set" will be raised
## ---8<-------------------------8<---
+  networking.hostId = "8425e349";
...
}
}}


nixos-rebuild switch
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.


# Load the just installed ZFS kernel module
{{file|/mnt/etc/nixos/configuration.nix|diff|3=
modprobe zfs
{
...
  fileSystems."/" = {
    device = "zpool/root";
    fsType = "zfs";
    # the zfsutil option is needed when mounting zfs datasets without "legacy" mountpoints
+    options = [ "zfsutil" ];
  };


# Create boot partition and (zfs) data partition
  fileSystems."/nix" = {
# See: https://github.com/zfsonlinux/pkg-zfs/wiki/HOWTO-install-Ubuntu-to-a-Native-ZFS-Root-Filesystem#step-2-disk-partitioning
    device = "zpool/nix";
fdisk /dev/sda
    fsType = "zfs";
+    options = [ "zfsutil" ];
  };


# Copy the partition table to the other disks
  fileSystems."/var" = {
sfdisk --dump /dev/sda | sfdisk /dev/sdb
    device = "zpool/var";
sfdisk --dump /dev/sda | sfdisk /dev/sdc
    fsType = "zfs";
sfdisk --dump /dev/sda | sfdisk /dev/sdd
+    options = [ "zfsutil" ];
  };


# Create a RAID-10 ZFS pool. Use "-o ashift=12" to create your ZFS pool with 4K sectors
  fileSystems."/home" = {
zpool create -o ashift=12 -o altroot=/mnt rpool mirror /dev/sda2 /dev/sdb2 mirror /dev/sdc2 /dev/sdd2
    device = "zpool/home";
    fsType = "zfs";
+    options = [ "zfsutil" ];
  };


# Create the filesystems
  fileSystems."/boot" = {
zfs create -o mountpoint=none rpool/root
  device = "/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part1";
zfs create -o mountpoint=legacy rpool/root/nixos
  fsType = "vfat";
zfs create -o mountpoint=legacy rpool/home
  };
zfs set compression=lz4 rpool/home    # compress the home directories automatically


# Mount the filesystems manually
  swapDevices = [{
mount -t zfs rpool/root/nixos /mnt
+    device = "/dev/disk/by-id/nvme-SKHynix_HFS512GDE9X081N_FNB6N634510106K5O-part2";
+    randomEncryption = true;
  }];
}
}}


mkdir /mnt/home
Now you may install NixOS with <code>nixos-install</code>.
mount -t zfs rpool/home /mnt/home


# Create a raid mirror of the first partitions for /boot (GRUB)
== Importing on boot ==
mdadm --create /dev/md127 --metadata=0.90 --level=1 --raid-devices=4 /dev/sd[a,b,c,d]1
mkfs.ext4 -m 0 -L boot -j /dev/md127


mkdir /mnt/boot
If you create a zpool, it will not be imported on the next boot unless you either add the zpool name to <syntaxhighlight lang="nix" inline>boot.zfs.extraPools</syntaxhighlight>:
mount /dev/md127 /mnt/boot


# Generate the NixOS configuration, as per the NixOS manual
<syntaxhighlight lang="nix">
nixos-generate-config --root /mnt
## In /etc/nixos/configuration.nix:
boot.zfs.extraPools = [ "zpool_name" ];
</syntaxhighlight>


# Now edit the generated hardware config:
or if you are using legacy mountpoints, add a <syntaxhighlight lang="nix" inline>fileSystems</syntaxhighlight> entry and NixOS will automatically detect that the pool needs to be imported:
nano /mnt/etc/nixos/hardware-configuration.nix


## ---8<-------------------------8<---
<syntaxhighlight lang="nix">
# This is what you want:
## In /etc/nixos/configuration.nix:
fileSystems."/mount/point" = {
  device = "zpool_name";
  fsType = "zfs";
};
</syntaxhighlight>


  fileSystems."/" =
=== Zpool created with bus-based disk names ===
    { device = "rpool/root/nixos";
If you used bus-based disk names in the <syntaxhighlight inline>zpool create</syntaxhighlight> command, e.g., <syntaxhighlight inline>/dev/sda</syntaxhighlight>, NixOS may run into issues importing the pool if the names change. Even if the pool is able to be mounted (with <syntaxhighlight lang="nix" inline>boot.zfs.devNodes = "/dev/disk/by-partuuid";</syntaxhighlight> set), this may manifest as a <syntaxhighlight inline>FAULTED</syntaxhighlight> disk and a <syntaxhighlight inline>DEGRADED</syntaxhighlight> pool reported by <syntaxhighlight inline>zpool status</syntaxhighlight>. The fix is to re-import the pool using disk IDs:
      fsType = "zfs";
 
    };
<syntaxhighlight>
# zpool export zpool_name
# zpool import -d /dev/disk/by-id zpool_name
</syntaxhighlight>


  fileSystems."/home" =
The import setting is reflected in <syntaxhighlight inline="" lang="bash">/etc/zfs/zpool.cache</syntaxhighlight>, so it should persist through subsequent boots.
    { device = "rpool/home";
      fsType = "zfs";
    };


  fileSystems."/boot" =
=== Zpool created with disk IDs ===
    { device = "/dev/md127";
If you used disk IDs to refer to disks in the <code>zpool create</code> command, e.g., <code>/dev/disk/by-id</code>, then NixOS may consistently fail to import the pool unless <code>boot.zfs.devNodes = "/dev/disk/by-id"</code> is also set.
      fsType = "ext4";
    };
## ---8<-------------------------8<---


# configuration.nix needs an adjustment:
== Mount datasets at boot ==
nano /mnt/etc/nixos/configuration.nix
zfs-mount service is enabled by default on NixOS 22.05.


## ---8<-------------------------8<---
To automatically mount a dataset at boot, you only need to set <code>canmount=on</code> and <code>mountpoint=/mount/point</code> on the respective datasets.
# This is some more of what you want:


  boot.loader.grub.devices = [ "/dev/sda" "/dev/sdb" "/dev/sdc" "/dev/sdd" ];
== Changing the Adaptive Replacement Cache size ==
  boot.supportedFilesystems = [ "zfs" ];
## ---8<-------------------------8<---


# Ready to go!
To change the maximum size of the ARC to (for example) 12 GB, add this to your NixOS configuration:
nixos-install
<syntaxhighlight lang="nix">
boot.kernelParams = [ "zfs.zfs_arc_max=12884901888" ];
</syntaxhighlight>
</syntaxhighlight>


== Encrypted ZFS ==
== Tuning other parameters ==
 
To tune other attributes of ARC, L2ARC or of ZFS itself via runtime modprobe config, add this to your NixOS configuration (keys and values are examples only!):
<syntaxhighlight lang="nix">
    boot.extraModprobeConfig = ''
      options zfs l2arc_noprefetch=0 l2arc_write_boost=33554432 l2arc_write_max=16777216 zfs_arc_max=2147483648
    '';
</syntaxhighlight>


Native encryption is only available in the <code>zfsUnstable</code> package of NixOS, which was added in [https://github.com/NixOS/nixpkgs/pull/29426 PR-29426] in <code>unstable</code>
You can confirm whether any specified configuration/tuning got applied via commands like <code>arc_summary</code> and <code>arcstat -a -s " "</code>.
and will be part of <code>18.03</code>. In older versions it is also possible to use full disk encryption by creating zfs top of cryptsetup.


In the unstable channel at the moment it is necessary to set <code>boot.zfs.enableUnstable = true;</code> to get zfs version based on master branch as zfsStable does not yet have this feature.
== Automatic scrubbing ==


Assuming that a zpool named <code>zroot</code> has been already created as described.
Regular scrubbing of ZFS pools is recommended and can be enabled in your NixOS configuration via:
Encrypted datasets can be added on top as follow:
<syntaxhighlight lang="nix">
services.zfs.autoScrub.enable = true;
</syntaxhighlight>


<syntaxHighlight lang=console>
You can tweak the interval (defaults to once a week) and which pools should be scrubbed (defaults to all).
$ zfs create -o encryption=aes-256-gcm -o keyformat=passphrase -o mountpoint=none zroot/root
== Remote unlock ==
</syntaxHighlight>
=== Unlock encrypted ZFS via SSH on boot ===


Instead of encrypting just a dataset (and all its child datasets) you can also directly encrypt the whole pool upon creation:
{{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}}
<syntaxHighlight lang=console>
$ zpool create -o ashift=12 -o altroot="/mnt" -O encryption=aes-256-gcm -O keyformat=passphrase zroot /dev/sdxy
</syntaxHighlight>


In case you want unlock a machine remotely (after an update), having an ssh service in initrd for the password prompt is handy:


All child datasets will inherit the encryption.
<syntaxhighlight lang="nix">
Note that using grub to boot directly from zfs with encryption enabled might not work at the moment,  
boot = {
so a separate boot partition is required.
  initrd.network = {
A full encrypted nixos installation on an UEFI system could look like this:
    # This will use udhcp to get an ip address.
    # Make sure you have added the kernel module for your network driver to `boot.initrd.availableKernelModules`,
    # so your initrd can load it!
    # Static ip addresses might be configured using the ip argument in kernel command line:
    # https://www.kernel.org/doc/Documentation/filesystems/nfs/nfsroot.txt
    enable = true;
    ssh = {
      enable = true;
      # To prevent ssh clients from freaking out because a different host key is used,
      # a different port for ssh is useful (assuming the same host has also a regular sshd running)
      port = 2222;
      # hostKeys paths must be unquoted strings, otherwise you'll run into issues with boot.initrd.secrets
      # the keys are copied to initrd from the path specified; multiple keys can be set
      # you can generate any number of host keys using
      # `ssh-keygen -t ed25519 -N "" -f /path/to/ssh_host_ed25519_key`
      hostKeys = [ /path/to/ssh_host_rsa_key ];
      # public ssh key used for login
      authorizedKeys = [ "ssh-rsa AAAA..." ];
    };
  };
};
</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.
* 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.initrd.kernelModules = [ "r8169" ];</syntaxhighlight>To know what kernel modules are needed, run <code>nix shell nixpkgs#pciutils --command lspci -v | grep -iA8 'network\|ethernet'</code> .


<syntaxHighlight lang=console>
After that you can unlock your datasets using the following ssh command:
$ zfs create -o mountpoint=legacy -o sync=disabled zroot/root/tmp
$ zfs create -o mountpoint=legacy -o com.sun:auto-snapshot=true zroot/root/home
$ zfs create -o mountpoint=legacy -o com.sun:auto-snapshot=true zroot/root/nixos
$ mount -t zfs zroot/root/nixos /mnt
$ mkdir /mnt/{home,tmp,boot}
$ # assuming that /dev/sda1 is the boot partition
$ mkfs.vfat /dev/sda1
$ mount /dev/sda1 /mnt/boot/
$ mount -t zfs zroot/root/home /mnt/home/
$ mount -t zfs zroot/root/tmp /mnt/tmp/
$ nixos-generate-config  --root /mnt
</syntaxHighlight>


=== Unlock encrypted zfs via ssh on boot ===
<syntaxhighlight>
ssh -p 2222 root@host "zpool import -a; zfs load-key -a && killall zfs"
</syntaxhighlight>


In case you want unlock a machine remotely (after an update),
Alternatively you could also add the commands as postCommands to your configuration.nix, then you just have to ssh into the initrd:
having a dropbear ssh service in initrd for the password prompt
is handy:


<syntaxHighlight lang=nix>
<syntaxhighlight>
boot = {
boot = {
  initrd.network = {
  initrd.network = {
    # This will use udhcp to get an ip address.
    postCommands = ''
    # Make sure you have added the kernel module for your network driver to `boot.initrd.availableKernelModules`,
    # Import all pools
    # so your initrd can load it!
    zpool import -a
    # Static ip addresses might be configured using the ip argument in kernel command line:
    # Or import selected pools
    # https://www.kernel.org/doc/Documentation/filesystems/nfs/nfsroot.txt
    zpool import pool2
    enable = true;
    zpool import pool3
    ssh = {
    zpool import pool4
        enable = true;
    # Add the load-key command to the .profile
        # To prevent ssh from freaking out because a different host key is used,
    echo "zfs load-key -a; killall zfs" >> /root/.profile
        # a different port for dropbear is useful (assuming the same host has also a normal sshd running)
    '';
        port = 2222;
  };
        # dropbear uses key format different from openssh; can be generated by using:
        # $ nix-shell -p dropbear --command "dropbearkey -t ecdsa -f /tmp/initrd-ssh-key"
        hostECDSAKey = /run/keys/initrd-ssh-key;
        # public ssh key used for login
        authorizedKeys = [ "ssh-rsa AAAA..." ];
    };
    # this will automatically load the zfs password prompt on login
    # and kill the other prompt so boot can continue
    postCommands = ''
      echo "zfs load-key -a; killall zfs" >> /root/.profile
    '';
  };
};
};
</syntaxHighlight>
</syntaxhighlight>
* In order to use DHCP in the initrd, network manager must not be enabled and <code>networking.useDHCP = true;</code> must be set.
 
* If your network card isn't started, you'll need to add the according kernel module to the initrd as well, e.g. <code>boot.initrd.kernelModules = [ "r8169" ];</code>
After that you can unlock your datasets using the following ssh command:
 
<syntaxhighlight>
ssh -p 2222 root@host
</syntaxhighlight>
 
== Reservations ==


=== Import and unlock multiple encrypted pools/dataset at boot ===
On ZFS, the performance will deteriorate significantly when more than 80% of the available space is used.  To avoid this, reserve disk space beforehand.


If you have not only one encrypted pool/dataset but multiple ones and you want to import and unlock them at boot, so that they can be automounted using the hardware-configuration.nix, you could just amend the <code>boot.initrd.network.postCommands</code> option option.
To reserve space create a new unused dataset that gets a guaranteed disk space of 10GB.


Unfortunately having an unlock key file stored in an encrypted zfs dataset cannot be used directly, so the pool must use <code>keyformat=password</code> and <code>keylocation=prompt</code>.
<syntaxhighlight lang="console">
# zfs create -o refreservation=10G -o mountpoint=none zroot/reserved
</syntaxhighlight>


The following example follows the remote unlocking with dropbear, but imports another pool also and prompts for unlocking (either when at the machine itself or when logging in remotely:
== Auto ZFS trimming ==


<syntaxHighlight lang=nix>
<syntaxhighlight lang="nix" inline>services.zfs.trim.enable = true;</syntaxhighlight>.
boot = {
 
  initrd.network = {
This will periodically run <code>zpool trim</code>. Note that this is different from the <code>autotrim</code> pool property. For further information, see the <code>zpool-trim</code> and <code>zpoolprops</code> man pages.
    enable = true;
 
    ssh = {
== Take snapshots automatically ==
        enable = true;
 
        port = 2222;
See {{nixos:option|services.zfs.autoSnapshot}} or {{nixos:option|services.sanoid}} section in <code>man configuration.nix</code>.
        hostECDSAKey = /run/keys/initrd-ssh-key;
        authorizedKeys = [ "ssh-rsa AAAA..." ];
    };
    postCommands = ''
      zpool import tankXXX
      echo "zfs load-key -a; killall zfs" >> /root/.profile
    '';
  };
};
</syntaxHighlight>


When you login by SSH into dropbear or at the machine itself, you will be prompted to supply the unlocking password for your zroot and tankXXX pools.
== NFS share ==


== Encrypted Dataset Format Change ==
With <code>sharenfs</code> property, ZFS has build-in support for generating <code>/etc/exports.d/zfs.exports</code> file, which in turn is processed by NFS service automatically.


The introduction of native encryption on ZFS was highly anticipated. However since it was introduced, there have been various issues discovered. Due to this, a rather large patch containing many fixes was merged into master, see https://github.com/zfsonlinux/zfs/pull/6864 for more information.
{{warning|If you are intending on defining an IPv6 subnet as part of your sharenfs rule, as of ZFS 2.0.6 (2021-09-23) please note that due to a bug in openzfs '''your rule will not correctly apply''', and may result in a security vulnerability (CVE-2013-20001). A fix has been implemented in the next yet-to-be-released upstream version - [https://github.com/openzfs/zfs/pull/11939 openzfs/zfs#11939]}}


However this leads to a format change of the encrypted datasets. As a result of this format change, encrypted datasets that were created by older zfs versions can only be mounted as read-only. Encrypted datasets created with the new format cannot be opened at all on older versions. Unencrypted datasets were not altered and work as before.
To enable NFS share on a dataset, only two steps are needed:


If you've followed this wiki entry and didn't create an encrypted top-level dataset but a child-dataset, e.g. <code>zroot/root/nixos</code> where <code>zroot</code> is the name of the pool and the top-level dataset and <code>root</code> is the encrypted child-dataset, then you can easily use zfs send/recv to migrate it to the new format.
First, enable [[NFS|NFS service]]:
<syntaxhighlight lang="nix">
services.nfs.server.enable = true;
</syntaxhighlight>
Only this line is needed. Configure firewall if necessary, as described in [[NFS]] article.


# Create a custom NixOS iso with crypto stability patch applied
{{warning|<code>zfs share</code> or <code>sharenfs</code> does not work if the <code>mountpoint</code> is set to <code>legacy</code> (or <code>none</code>, of course). I was unable to find a source for this behaviour, but I was stuck on the problem for days, until I realized the problem.  ::Reply: sharenfs controlls what
# Boot into that live environment
is written into <code>/etc/exports</code>.  If ZFS does not know the mountpoint, as is the case in
# Import the pool and load the key
mountpoint legacy or none, the contents of <code>/etc/exports</code> would be wrong}}
# Create a new encrypted dataset, e.g.<br/><code>zfs create -o encryption=aes-256-gcm -o keyformat=passphrase -o mountpoint=none zroot/rootNEW</code>
# Use zfs send and receive to copy the data to new format:<br/><code>zfs send zpool/root/nixos | zfs receive zpool/rootNew/nixos</code>
# Set correct mountpoint for the newly created dataset:<br/><code>zfs set moutpoint=legacy zpool/root/New/nixos</code>
# Rename the old and new datasets:<br/><code>zfs rename zpool/root zpool/rootOLD</code><br/><code>zfs rename zpool/rootNEW zpool/root</code>
# That should allow to boot Nixos already with new format. If you have other encrypted mounts, you will probably need to convert them to new format as well first.


It's also recommended to have two usb sticks available. One custom iso with the old zfs format and one with the new one. So you can easily switch between them.
Then, set <code>sharenfs</code> property:
<syntaxhighlight lang="console">
zfs set sharenfs="ro=192.168.1.0/24,all_squash,anonuid=70,anongid=70" rpool/myData
</syntaxhighlight>
For more options, see <code>man 5 exports</code>.


If you don't have enough free space to move a dataset completely, you can just use both usb sticks to boot either version and transfer files partially by rsync like this:
Todo: sharesmb property for Samba.


# Boot usb with stability patches applied
== Mail notifications (ZFS Event Daemon) ==
# Import the pool and load the key
# Create a new encrypted dataset, e.g.<br/><code>zfs create -o encryption=aes-256-gcm -o keyformat=passphrase -o mountpoint=legacy zroot/mediaNEW</code>
# Mount the format one and the new format one, e.g. <br/><code>mkdir -p /mtn/media{OLD,NEW}</code><br/><code>mount -o ro -t zfs zroot/media /mnt/mediaOLD</code><br/><code>mount -t zfs zroot/mediaNEW /mnt/mediaNEW</code>
# Once mounted, you can use rsync to transfer (part) of the data:<br/><code>rsync -avp /mnt/mediaOLD/Music /mnt/mediaNew/</code><br/>Notice: In the source folder there's no trailing "/" so that in the destination location provided that whole folder will be created. Of course you can also just start with a sub folder if one is too big.
# Rsync (or copy) over as much data as you can. Since the old format dataset can only be mounted as read-only, you'll have to boot into the other usb stick with the old format, mount the old media folder and delete files in there. You may also need to delete snapshots first.
# Afterwards boot again into the new format usb stick and repeat.


Of course if there's no sensitive data that needs encryption, you can just boot up into the old format, create a new, non-encrypted dataset and start moving files over. Once done, boot into new format, create an encrypted pool and move files over again.
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]


==Regarding installation of NixOS to ZFS direct from installation media==
First, we need to configure a mail transfer agent, the program that sends email:
<syntaxhighlight lang="nix">
{
  age.secrets.msmtp = {
    file = "${inputs.self.outPath}/secrets/msmtp.age";
  };


* Users coming to NixOS from other distributions should note that you don’t need to make your own ISO for ZFS support, you can enable it in the existing ISO at run time using the instructions above! ([https://discourse.nixos.org/t/install-report-from-new-user/1390/9 source])
  # for zed enableMail, enable sendmailSetuidWrapper
* It is also possible to build a custom installation ISO supporting ZFS - see [https://nixos.org/nixos/manual/index.html#sec-building-cd creation instructions in the manual]. ([https://discourse.nixos.org/t/install-report-from-new-user/1390/4 source])
  services.mail.sendmailSetuidWrapper.enable = true;
* According to a [https://discourse.nixos.org/t/install-report-from-new-user/1390/5 2018-11-08 post]: ''We had zfs in past in the default installer, but removed it due some people having concerns regarding the license. Realistically I don’t see any company soon to sue us for that. I guess somebody could sneak in an iso image automatically build on travis-ci or so and hope for the best. I would always recommend with zfsonlinux and systemd to use the legacy mounts. Automounts are probablematic until we have a way to inform systemd that orders all the mounts to be aware of the zfs pools.''


== Need more info? ==
  programs.msmtp = {
    enable = true;
    setSendmail = true;
    defaults = {
      aliases = "/etc/aliases";
      port = 587;
      auth = "plain";
      tls = "on";
      tls_starttls = "on";
    };
    accounts = {
      default = {
        host = "smtp.mail.example.com";
        passwordeval = "cat ${config.age.secrets.msmtp.path}";
        user = "myname@example.com";
        from = "myname@example.com";
      };
    };
  };
}
</syntaxhighlight>
 
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="nix">
{
  environment.etc.aliases.text = ''
    root: admin@example.com
  '';
}
</syntaxhighlight>
 
Finally, enable zed mail notification:
<syntaxhighlight lang="nix">
{
  services.zfs.zed. = {
    enableMail = true;
    settings = {
      ZED_EMAIL_ADDR = [ "root" ];
      # send notification if scrub succeeds
      ZED_NOTIFY_VERBOSE = true;
    };
  };
}
</syntaxhighlight>
 
You can now test this by performing a scrub
<syntaxhighlight lang="console">
# zpool scrub $pool
</syntaxhighlight>


Feel free to ask your questions on the NixOS mailing list or the IRC channel: http://nixos.org/development/


[[Category:Guide]]
[[Category:Guide]]