Debian Bookworm Root on ZFS
Overview
Caution
This HOWTO uses a whole physical disk.
Do not use these instructions for dual-booting.
Backup your data. Any existing data will be lost.
System Requirements
64-bit Debian GNU/Linux Bookworm Live CD w/ GUI (e.g. gnome iso)
Installing on a drive which presents 4 KiB logical sectors (a “4Kn” drive) only works with UEFI booting. This is not unique to ZFS. GRUB does not and will not work on 4Kn with legacy (BIOS) booting.
Computers that have less than 2 GiB of memory run ZFS slowly. 4 GiB of memory is recommended for normal performance in basic workloads. If you wish to use deduplication, you will need massive amounts of RAM. Enabling deduplication is a permanent change that cannot be easily reverted.
Support
If you need help, reach out to the community using the Mailing Lists or IRC at #zfsonlinux on Libera Chat. If you have a bug report or feature request related to this HOWTO, please file a new issue and mention @rlaager.
Contributing
Fork and clone: https://github.com/openzfs/openzfs-docs
Install the tools:
sudo apt install python3-pip pip3 install -r docs/requirements.txt # Add ~/.local/bin to your $PATH, e.g. by adding this to ~/.bashrc: PATH=$HOME/.local/bin:$PATH
Make your changes.
Test:
cd docs make html sensible-browser _build/html/index.html
git commit --signoff
to a branch,git push
, and create a pull request. Mention @rlaager.
Encryption
This guide supports three different encryption options: unencrypted, ZFS native encryption, and LUKS. With any option, all ZFS features are fully available.
Unencrypted does not encrypt anything, of course. With no encryption happening, this option naturally has the best performance.
ZFS native encryption encrypts the data and most metadata in the root
pool. It does not encrypt dataset or snapshot names or properties. The
boot pool is not encrypted at all, but it only contains the bootloader,
kernel, and initrd. (Unless you put a password in /etc/fstab
, the
initrd is unlikely to contain sensitive data.) The system cannot boot
without the passphrase being entered at the console. Performance is
good. As the encryption happens in ZFS, even if multiple disks (mirror
or raidz topologies) are used, the data only has to be encrypted once.
LUKS encrypts almost everything. The only unencrypted data is the bootloader, kernel, and initrd. The system cannot boot without the passphrase being entered at the console. Performance is good, but LUKS sits underneath ZFS, so if multiple disks (mirror or raidz topologies) are used, the data has to be encrypted once per disk.
Step 1: Prepare The Install Environment
Boot the Debian GNU/Linux Live CD. If prompted, login with the username
user
and passwordlive
. Connect your system to the Internet as appropriate (e.g. join your WiFi network). Open a terminal.Setup and update the repositories:
sudo vi /etc/apt/sources.list
deb http://deb.debian.org/debian bookworm main contrib non-free-firmware
sudo apt update
Optional: Install and start the OpenSSH server in the Live CD environment:
If you have a second system, using SSH to access the target system can be convenient:
sudo apt install --yes openssh-server sudo systemctl restart ssh
Hint: You can find your IP address with
ip addr show scope global | grep inet
. Then, from your main machine, connect withssh user@IP
.Disable automounting:
If the disk has been used before (with partitions at the same offsets), previous filesystems (e.g. the ESP) will automount if not disabled:
gsettings set org.gnome.desktop.media-handling automount false
Become root:
sudo -i
Install ZFS in the Live CD environment:
apt install --yes debootstrap gdisk zfsutils-linux
Step 2: Disk Formatting
Set a variable with the disk name:
DISK=/dev/disk/by-id/scsi-SATA_disk1
Always use the long
/dev/disk/by-id/*
aliases with ZFS. Using the/dev/sd*
device nodes directly can cause sporadic import failures, especially on systems that have more than one storage pool.Hints:
ls -la /dev/disk/by-id
will list the aliases.Are you doing this in a virtual machine? If your virtual disk is missing from
/dev/disk/by-id
, use/dev/vda
if you are using KVM with virtio. Also when using /dev/vda, the partitions used later will be named differently. Otherwise, read the troubleshooting section.For a mirror or raidz topology, use
DISK1
,DISK2
, etc.When choosing a boot pool size, consider how you will use the space. A kernel and initrd may consume around 100M. If you have multiple kernels and take snapshots, you may find yourself low on boot pool space, especially if you need to regenerate your initramfs images, which may be around 85M each. Size your boot pool appropriately for your needs.
If you are re-using a disk, clear it as necessary:
Ensure swap partitions are not in use:
swapoff --all
If the disk was previously used in an MD array:
apt install --yes mdadm # See if one or more MD arrays are active: cat /proc/mdstat # If so, stop them (replace ``md0`` as required): mdadm --stop /dev/md0 # For an array using the whole disk: mdadm --zero-superblock --force $DISK # For an array using a partition: mdadm --zero-superblock --force ${DISK}-part2
If the disk was previously used with zfs:
wipefs -a $DISK
For flash-based storage, if the disk was previously used, you may wish to do a full-disk discard (TRIM/UNMAP), which can improve performance:
blkdiscard -f $DISK
Clear the partition table:
sgdisk --zap-all $DISK
If you get a message about the kernel still using the old partition table, reboot and start over (except that you can skip this step).
Partition your disk(s):
Run this if you need legacy (BIOS) booting:
sgdisk -a1 -n1:24K:+1000K -t1:EF02 $DISK
Run this for UEFI booting (for use now or in the future):
sgdisk -n2:1M:+512M -t2:EF00 $DISK
Run this for the boot pool:
sgdisk -n3:0:+1G -t3:BF01 $DISK
Choose one of the following options:
Unencrypted or ZFS native encryption:
sgdisk -n4:0:0 -t4:BF00 $DISK
LUKS:
sgdisk -n4:0:0 -t4:8309 $DISK
If you are creating a mirror or raidz topology, repeat the partitioning commands for all the disks which will be part of the pool.
Create the boot pool:
zpool create \ -o ashift=12 \ -o autotrim=on \ -o compatibility=grub2 \ -o cachefile=/etc/zfs/zpool.cache \ -O devices=off \ -O acltype=posixacl -O xattr=sa \ -O compression=lz4 \ -O normalization=formD \ -O relatime=on \ -O canmount=off -O mountpoint=/boot -R /mnt \ bpool ${DISK}-part3
Note: GRUB does not support all zpool features (see
spa_feature_names
in grub-core/fs/zfs/zfs.c). We create a separate zpool for/boot
here, specifying the-o compatibility=grub2
property which restricts the pool to only those features that GRUB supports, allowing the root pool to use any/all features.See the section on
Compatibility feature sets
in thezpool-features
man page for more information.Hints:
If you are creating a mirror topology, create the pool using:
zpool create \ ... \ bpool mirror \ /dev/disk/by-id/scsi-SATA_disk1-part3 \ /dev/disk/by-id/scsi-SATA_disk2-part3
For raidz topologies, replace
mirror
in the above command withraidz
,raidz2
, orraidz3
and list the partitions from the additional disks.The pool name is arbitrary. If changed, the new name must be used consistently. The
bpool
convention originated in this HOWTO.
Create the root pool:
Choose one of the following options:
Unencrypted:
zpool create \ -o ashift=12 \ -o autotrim=on \ -O acltype=posixacl -O xattr=sa -O dnodesize=auto \ -O compression=lz4 \ -O normalization=formD \ -O relatime=on \ -O canmount=off -O mountpoint=/ -R /mnt \ rpool ${DISK}-part4
ZFS native encryption:
zpool create \ -o ashift=12 \ -o autotrim=on \ -O encryption=on -O keylocation=prompt -O keyformat=passphrase \ -O acltype=posixacl -O xattr=sa -O dnodesize=auto \ -O compression=lz4 \ -O normalization=formD \ -O relatime=on \ -O canmount=off -O mountpoint=/ -R /mnt \ rpool ${DISK}-part4
LUKS:
apt install --yes cryptsetup cryptsetup luksFormat -c aes-xts-plain64 -s 512 -h sha256 ${DISK}-part4 cryptsetup luksOpen ${DISK}-part4 luks1 zpool create \ -o ashift=12 \ -o autotrim=on \ -O acltype=posixacl -O xattr=sa -O dnodesize=auto \ -O compression=lz4 \ -O normalization=formD \ -O relatime=on \ -O canmount=off -O mountpoint=/ -R /mnt \ rpool /dev/mapper/luks1
Notes:
The use of
ashift=12
is recommended here because many drives today have 4 KiB (or larger) physical sectors, even though they present 512 B logical sectors. Also, a future replacement drive may have 4 KiB physical sectors (in which caseashift=12
is desirable) or 4 KiB logical sectors (in which caseashift=12
is required).Setting
-O acltype=posixacl
enables POSIX ACLs globally. If you do not want this, remove that option, but later add-o acltype=posixacl
(note: lowercase “o”) to thezfs create
for/var/log
, as journald requires ACLsSetting
xattr=sa
vastly improves the performance of extended attributes. Inside ZFS, extended attributes are used to implement POSIX ACLs. Extended attributes can also be used by user-space applications. They are used by some desktop GUI applications. They can be used by Samba to store Windows ACLs and DOS attributes; they are required for a Samba Active Directory domain controller. Note thatxattr=sa
is Linux-specific. If you move yourxattr=sa
pool to another OpenZFS implementation besides ZFS-on-Linux, extended attributes will not be readable (though your data will be). If portability of extended attributes is important to you, omit the-O xattr=sa
above. Even if you do not wantxattr=sa
for the whole pool, it is probably fine to use it for/var/log
.Setting
normalization=formD
eliminates some corner cases relating to UTF-8 filename normalization. It also impliesutf8only=on
, which means that only UTF-8 filenames are allowed. If you care to support non-UTF-8 filenames, do not use this option. For a discussion of why requiring UTF-8 filenames may be a bad idea, see The problems with enforced UTF-8 only filenames.recordsize
is unset (leaving it at the default of 128 KiB). If you want to tune it (e.g.-O recordsize=1M
), see these various blog posts.Setting
relatime=on
is a middle ground between classic POSIXatime
behavior (with its significant performance impact) andatime=off
(which provides the best performance by completely disabling atime updates). Since Linux 2.6.30,relatime
has been the default for other filesystems. See RedHat’s documentation for further information.Make sure to include the
-part4
portion of the drive path. If you forget that, you are specifying the whole disk, which ZFS will then re-partition, and you will lose the bootloader partition(s).ZFS native encryption now defaults to
aes-256-gcm
.For LUKS, the key size chosen is 512 bits. However, XTS mode requires two keys, so the LUKS key is split in half. Thus,
-s 512
means AES-256.Your passphrase will likely be the weakest link. Choose wisely. See section 5 of the cryptsetup FAQ for guidance.
Hints:
If you are creating a mirror topology, create the pool using:
zpool create \ ... \ rpool mirror \ /dev/disk/by-id/scsi-SATA_disk1-part4 \ /dev/disk/by-id/scsi-SATA_disk2-part4
For raidz topologies, replace
mirror
in the above command withraidz
,raidz2
, orraidz3
and list the partitions from the additional disks.When using LUKS with mirror or raidz topologies, use
/dev/mapper/luks1
,/dev/mapper/luks2
, etc., which you will have to create usingcryptsetup
.The pool name is arbitrary. If changed, the new name must be used consistently. On systems that can automatically install to ZFS, the root pool is named
rpool
by default.
Step 3: System Installation
Create filesystem datasets to act as containers:
zfs create -o canmount=off -o mountpoint=none rpool/ROOT zfs create -o canmount=off -o mountpoint=none bpool/BOOT
On Solaris systems, the root filesystem is cloned and the suffix is incremented for major system changes through
pkg image-update
orbeadm
. Similar functionality was implemented in Ubuntu with thezsys
tool, though its dataset layout is more complicated, andzsys
is on life support. Even without such a tool, the rpool/ROOT and bpool/BOOT containers can still be used for manually created clones. That said, this HOWTO assumes a single filesystem for/boot
for simplicity.Create filesystem datasets for the root and boot filesystems:
zfs create -o canmount=noauto -o mountpoint=/ rpool/ROOT/debian zfs mount rpool/ROOT/debian zfs create -o mountpoint=/boot bpool/BOOT/debian
With ZFS, it is not normally necessary to use a mount command (either
mount
orzfs mount
). This situation is an exception because ofcanmount=noauto
.Create datasets:
zfs create rpool/home zfs create -o mountpoint=/root rpool/home/root chmod 700 /mnt/root zfs create -o canmount=off rpool/var zfs create -o canmount=off rpool/var/lib zfs create rpool/var/log zfs create rpool/var/spool
The datasets below are optional, depending on your preferences and/or software choices.
If you wish to separate these to exclude them from snapshots:
zfs create -o com.sun:auto-snapshot=false rpool/var/cache zfs create -o com.sun:auto-snapshot=false rpool/var/lib/nfs zfs create -o com.sun:auto-snapshot=false rpool/var/tmp chmod 1777 /mnt/var/tmp
If you use /srv on this system:
zfs create rpool/srv
If you use /usr/local on this system:
zfs create -o canmount=off rpool/usr zfs create rpool/usr/local
If this system will have games installed:
zfs create rpool/var/games
If this system will have a GUI:
zfs create rpool/var/lib/AccountsService zfs create rpool/var/lib/NetworkManager
If this system will use Docker (which manages its own datasets & snapshots):
zfs create -o com.sun:auto-snapshot=false rpool/var/lib/docker
If this system will store local email in /var/mail:
zfs create rpool/var/mail
If this system will use Snap packages:
zfs create rpool/var/snap
If you use /var/www on this system:
zfs create rpool/var/www
A tmpfs is recommended later, but if you want a separate dataset for
/tmp
:zfs create -o com.sun:auto-snapshot=false rpool/tmp chmod 1777 /mnt/tmp
The primary goal of this dataset layout is to separate the OS from user data. This allows the root filesystem to be rolled back without rolling back user data.
If you do nothing extra,
/tmp
will be stored as part of the root filesystem. Alternatively, you can create a separate dataset for/tmp
, as shown above. This keeps the/tmp
data out of snapshots of your root filesystem. It also allows you to set a quota onrpool/tmp
, if you want to limit the maximum space used. Otherwise, you can use a tmpfs (RAM filesystem) later.Note: If you separate a directory required for booting (e.g.
/etc
) into its own dataset, you must add it toZFS_INITRD_ADDITIONAL_DATASETS
in/etc/default/zfs
. Datasets withcanmount=off
(likerpool/usr
above) do not matter for this.Mount a tmpfs at /run:
mkdir /mnt/run mount -t tmpfs tmpfs /mnt/run mkdir /mnt/run/lock
Install the minimal system:
debootstrap bookworm /mnt
The
debootstrap
command leaves the new system in an unconfigured state. An alternative to usingdebootstrap
is to copy the entirety of a working system into the new ZFS root.Copy in zpool.cache:
mkdir /mnt/etc/zfs cp /etc/zfs/zpool.cache /mnt/etc/zfs/
Step 4: System Configuration
Configure the hostname:
Replace
HOSTNAME
with the desired hostname:hostname HOSTNAME hostname > /mnt/etc/hostname vi /mnt/etc/hosts
Add a line: 127.0.1.1 HOSTNAME or if the system has a real name in DNS: 127.0.1.1 FQDN HOSTNAME
Hint: Use
nano
if you findvi
confusing.Configure the network interface:
Find the interface name:
ip addr show
Adjust
NAME
below to match your interface name:vi /mnt/etc/network/interfaces.d/NAME
auto NAME iface NAME inet dhcp
Customize this file if the system is not a DHCP client.
Configure the package sources:
vi /mnt/etc/apt/sources.list
deb http://deb.debian.org/debian bookworm main contrib non-free-firmware deb-src http://deb.debian.org/debian bookworm main contrib non-free-firmware deb http://deb.debian.org/debian-security bookworm-security main contrib non-free-firmware deb-src http://deb.debian.org/debian-security bookworm-security main contrib non-free-firmware deb http://deb.debian.org/debian bookworm-updates main contrib non-free-firmware deb-src http://deb.debian.org/debian bookworm-updates main contrib non-free-firmware
Bind the virtual filesystems from the LiveCD environment to the new system and
chroot
into it:mount --make-private --rbind /dev /mnt/dev mount --make-private --rbind /proc /mnt/proc mount --make-private --rbind /sys /mnt/sys chroot /mnt /usr/bin/env DISK=$DISK bash --login
Note: This is using
--rbind
, not--bind
.Configure a basic system environment:
apt update apt install --yes console-setup locales
Even if you prefer a non-English system language, always ensure that
en_US.UTF-8
is available:dpkg-reconfigure locales tzdata keyboard-configuration console-setup
Install ZFS in the chroot environment for the new system:
apt install --yes dpkg-dev linux-headers-generic linux-image-generic apt install --yes zfs-initramfs echo REMAKE_INITRD=yes > /etc/dkms/zfs.conf
Note: Ignore any error messages saying
ERROR: Couldn't resolve device
andWARNING: Couldn't determine root device
. cryptsetup does not support ZFS.For LUKS installs only, setup
/etc/crypttab
:apt install --yes cryptsetup cryptsetup-initramfs echo luks1 /dev/disk/by-uuid/$(blkid -s UUID -o value ${DISK}-part4) \ none luks,discard,initramfs > /etc/crypttab
The use of
initramfs
is a work-around for cryptsetup does not support ZFS.Hint: If you are creating a mirror or raidz topology, repeat the
/etc/crypttab
entries forluks2
, etc. adjusting for each disk.Install an NTP service to synchronize time. This step is specific to Bookworm which does not install the package during bootstrap. Although this step is not necessary for ZFS, it is useful for internet browsing where local clock drift can cause login failures:
apt install systemd-timesyncd
Install GRUB
Choose one of the following options:
Install GRUB for legacy (BIOS) booting:
apt install --yes grub-pc
Install GRUB for UEFI booting:
apt install dosfstools mkdosfs -F 32 -s 1 -n EFI ${DISK}-part2 mkdir /boot/efi echo /dev/disk/by-uuid/$(blkid -s UUID -o value ${DISK}-part2) \ /boot/efi vfat defaults 0 0 >> /etc/fstab mount /boot/efi apt install --yes grub-efi-amd64 shim-signed
Notes:
The
-s 1
formkdosfs
is only necessary for drives which present 4 KiB logical sectors (“4Kn” drives) to meet the minimum cluster size (given the partition size of 512 MiB) for FAT32. It also works fine on drives which present 512 B sectors.For a mirror or raidz topology, this step only installs GRUB on the first disk. The other disk(s) will be handled later.
Optional: Remove os-prober:
apt purge --yes os-prober
This avoids error messages from update-grub. os-prober is only necessary in dual-boot configurations.
Set a root password:
passwd
Enable importing bpool
This ensures that
bpool
is always imported, regardless of whether/etc/zfs/zpool.cache
exists, whether it is in the cachefile or not, or whetherzfs-import-scan.service
is enabled.vi /etc/systemd/system/zfs-import-bpool.service
[Unit] DefaultDependencies=no Before=zfs-import-scan.service Before=zfs-import-cache.service [Service] Type=oneshot RemainAfterExit=yes ExecStart=/sbin/zpool import -N -o cachefile=none bpool # Work-around to preserve zpool cache: ExecStartPre=-/bin/mv /etc/zfs/zpool.cache /etc/zfs/preboot_zpool.cache ExecStartPost=-/bin/mv /etc/zfs/preboot_zpool.cache /etc/zfs/zpool.cache [Install] WantedBy=zfs-import.target
systemctl enable zfs-import-bpool.service
Note: For some disk configurations (NVMe?), this service may fail with an error indicating that the
bpool
cannot be found. If this happens, add-d DISK-part3
(replaceDISK
with the correct device path) to thezpool import
command.Optional (but recommended): Mount a tmpfs to
/tmp
If you chose to create a
/tmp
dataset above, skip this step, as they are mutually exclusive choices. Otherwise, you can put/tmp
on a tmpfs (RAM filesystem) by enabling thetmp.mount
unit.cp /usr/share/systemd/tmp.mount /etc/systemd/system/ systemctl enable tmp.mount
Optional: Install SSH:
apt install --yes openssh-server vi /etc/ssh/sshd_config # Set: PermitRootLogin yes
Optional: For ZFS native encryption or LUKS, configure Dropbear for remote unlocking:
apt install --yes --no-install-recommends dropbear-initramfs mkdir -p /etc/dropbear/initramfs # Optional: Convert OpenSSH server keys for Dropbear for type in ecdsa ed25519 rsa ; do cp /etc/ssh/ssh_host_${type}_key /tmp/openssh.key ssh-keygen -p -N "" -m PEM -f /tmp/openssh.key dropbearconvert openssh dropbear \ /tmp/openssh.key \ /etc/dropbear/initramfs/dropbear_${type}_host_key done rm /tmp/openssh.key # Add user keys in the same format as ~/.ssh/authorized_keys vi /etc/dropbear/initramfs/authorized_keys # If using a static IP, set it for the initramfs environment: vi /etc/initramfs-tools/initramfs.conf # The syntax is: IP=ADDRESS::GATEWAY:MASK:HOSTNAME:NIC # For example: # IP=192.168.1.100::192.168.1.1:255.255.255.0:myhostname:ens3 # HOSTNAME and NIC are optional. # Rebuild the initramfs (required when changing any of the above): update-initramfs -u -k all
Notes:
Converting the server keys makes Dropbear use the same keys as OpenSSH, avoiding host key mismatch warnings. Currently, dropbearconvert doesn’t understand the new OpenSSH private key format, so the keys need to be converted to the old PEM format first using
ssh-keygen
. The downside of using the same keys for both OpenSSH and Dropbear is that the OpenSSH keys are then available on-disk, unencrypted in the initramfs.Later, to use this functionality, SSH to the system (as root) while it is prompting for the passphrase during the boot process. For ZFS native encryption, run
zfsunlock
. For LUKS, runcryptroot-unlock
.You can optionally add
command="/usr/bin/zfsunlock"
orcommand="/bin/cryptroot-unlock"
in front of theauthorized_keys
line to force the unlock command. This way, the unlock command runs automatically and is all that can be run.
Optional (but kindly requested): Install popcon
The
popularity-contest
package reports the list of packages install on your system. Showing that ZFS is popular may be helpful in terms of long-term attention from the distro.apt install --yes popularity-contest
Choose Yes at the prompt.
Step 5: GRUB Installation
Verify that the ZFS boot filesystem is recognized:
grub-probe /boot
Refresh the initrd files:
update-initramfs -c -k all
Note: Ignore any error messages saying
ERROR: Couldn't resolve device
andWARNING: Couldn't determine root device
. cryptsetup does not support ZFS.Workaround GRUB’s missing zpool-features support:
vi /etc/default/grub # Set: GRUB_CMDLINE_LINUX="root=ZFS=rpool/ROOT/debian"
Optional (but highly recommended): Make debugging GRUB easier:
vi /etc/default/grub # Remove quiet from: GRUB_CMDLINE_LINUX_DEFAULT # Uncomment: GRUB_TERMINAL=console # Save and quit.
Later, once the system has rebooted twice and you are sure everything is working, you can undo these changes, if desired.
Update the boot configuration:
update-grub
Note: Ignore errors from
osprober
, if present.Install the boot loader:
For legacy (BIOS) booting, install GRUB to the MBR:
grub-install $DISK
Note that you are installing GRUB to the whole disk, not a partition.
If you are creating a mirror or raidz topology, repeat the
grub-install
command for each disk in the pool.For UEFI booting, install GRUB to the ESP:
grub-install --target=x86_64-efi --efi-directory=/boot/efi \ --bootloader-id=debian --recheck --no-floppy
It is not necessary to specify the disk here. If you are creating a mirror or raidz topology, the additional disks will be handled later.
Fix filesystem mount ordering:
We need to activate
zfs-mount-generator
. This makes systemd aware of the separate mountpoints, which is important for things like/var/log
and/var/tmp
. In turn,rsyslog.service
depends onvar-log.mount
by way oflocal-fs.target
and services using thePrivateTmp
feature of systemd automatically useAfter=var-tmp.mount
.mkdir /etc/zfs/zfs-list.cache touch /etc/zfs/zfs-list.cache/bpool touch /etc/zfs/zfs-list.cache/rpool zed -F &
Verify that
zed
updated the cache by making sure these are not empty:cat /etc/zfs/zfs-list.cache/bpool cat /etc/zfs/zfs-list.cache/rpool
If either is empty, force a cache update and check again:
zfs set canmount=on bpool/BOOT/debian zfs set canmount=noauto rpool/ROOT/debian
If they are still empty, stop zed (as below), start zed (as above) and try again.
Once the files have data, stop
zed
:fg Press Ctrl-C.
Fix the paths to eliminate
/mnt
:sed -Ei "s|/mnt/?|/|" /etc/zfs/zfs-list.cache/*
Step 6: First Boot
Optional: Snapshot the initial installation:
zfs snapshot bpool/BOOT/debian@install zfs snapshot rpool/ROOT/debian@install
In the future, you will likely want to take snapshots before each upgrade, and remove old snapshots (including this one) at some point to save space.
Exit from the
chroot
environment back to the LiveCD environment:exit
Run these commands in the LiveCD environment to unmount all filesystems:
mount | grep -v zfs | tac | awk '/\/mnt/ {print $3}' | \ xargs -i{} umount -lf {} zpool export -a
If this fails for rpool, mounting it on boot will fail and you will need to
zpool import -f rpool
, thenexit
in the initramfs prompt.Reboot:
reboot
Wait for the newly installed system to boot normally. Login as root.
Create a user account:
Replace
YOUR_USERNAME
with your desired username:username=YOUR_USERNAME zfs create rpool/home/$username adduser $username cp -a /etc/skel/. /home/$username chown -R $username:$username /home/$username usermod -a -G audio,cdrom,dip,floppy,netdev,plugdev,sudo,video $username
Mirror GRUB
If you installed to multiple disks, install GRUB on the additional disks.
For legacy (BIOS) booting:
dpkg-reconfigure grub-pc
Hit enter until you get to the device selection screen. Select (using the space bar) all of the disks (not partitions) in your pool.
For UEFI booting:
umount /boot/efi
For the second and subsequent disks (increment debian-2 to -3, etc.):
dd if=/dev/disk/by-id/scsi-SATA_disk1-part2 \ of=/dev/disk/by-id/scsi-SATA_disk2-part2 efibootmgr -c -g -d /dev/disk/by-id/scsi-SATA_disk2 \ -p 2 -L "debian-2" -l '\EFI\debian\grubx64.efi' mount /boot/efi
Step 7: Optional: Configure Swap
Caution: On systems with extremely high memory pressure, using a zvol for swap can result in lockup, regardless of how much swap is still available. There is a bug report upstream.
Create a volume dataset (zvol) for use as a swap device:
zfs create -V 4G -b $(getconf PAGESIZE) -o compression=zle \ -o logbias=throughput -o sync=always \ -o primarycache=metadata -o secondarycache=none \ -o com.sun:auto-snapshot=false rpool/swap
You can adjust the size (the
4G
part) to your needs.The compression algorithm is set to
zle
because it is the cheapest available algorithm. As this guide recommendsashift=12
(4 kiB blocks on disk), the common case of a 4 kiB page size means that no compression algorithm can reduce I/O. The exception is all-zero pages, which are dropped by ZFS; but some form of compression has to be enabled to get this behavior.Configure the swap device:
Caution: Always use long
/dev/zvol
aliases in configuration files. Never use a short/dev/zdX
device name.mkswap -f /dev/zvol/rpool/swap echo /dev/zvol/rpool/swap none swap discard 0 0 >> /etc/fstab echo RESUME=none > /etc/initramfs-tools/conf.d/resume
The
RESUME=none
is necessary to disable resuming from hibernation. This does not work, as the zvol is not present (because the pool has not yet been imported) at the time the resume script runs. If it is not disabled, the boot process hangs for 30 seconds waiting for the swap zvol to appear.Enable the swap device:
swapon -av
Step 8: Full Software Installation
Upgrade the minimal system:
apt dist-upgrade --yes
Install a regular set of software:
tasksel --new-install
Note: This will check “Debian desktop environment” and “print server” by default. If you want a server installation, unselect those.
Optional: Disable log compression:
As
/var/log
is already compressed by ZFS, logrotate’s compression is going to burn CPU and disk I/O for (in most cases) very little gain. Also, if you are making snapshots of/var/log
, logrotate’s compression will actually waste space, as the uncompressed data will live on in the snapshot. You can edit the files in/etc/logrotate.d
by hand to comment outcompress
, or use this loop (copy-and-paste highly recommended):for file in /etc/logrotate.d/* ; do if grep -Eq "(^|[^#y])compress" "$file" ; then sed -i -r "s/(^|[^#y])(compress)/\1#\2/" "$file" fi done
Reboot:
reboot
Step 9: Final Cleanup
Wait for the system to boot normally. Login using the account you created. Ensure the system (including networking) works normally.
Optional: Delete the snapshots of the initial installation:
sudo zfs destroy bpool/BOOT/debian@install sudo zfs destroy rpool/ROOT/debian@install
Optional: Disable the root password:
sudo usermod -p '*' root
Optional (but highly recommended): Disable root SSH logins:
If you installed SSH earlier, revert the temporary change:
sudo vi /etc/ssh/sshd_config # Remove: PermitRootLogin yes sudo systemctl restart ssh
Optional: Re-enable the graphical boot process:
If you prefer the graphical boot process, you can re-enable it now. If you are using LUKS, it makes the prompt look nicer.
sudo vi /etc/default/grub # Add quiet to GRUB_CMDLINE_LINUX_DEFAULT # Comment out GRUB_TERMINAL=console # Save and quit. sudo update-grub
Note: Ignore errors from
osprober
, if present.Optional: For LUKS installs only, backup the LUKS header:
sudo cryptsetup luksHeaderBackup /dev/disk/by-id/scsi-SATA_disk1-part4 \ --header-backup-file luks1-header.dat
Store that backup somewhere safe (e.g. cloud storage). It is protected by your LUKS passphrase, but you may wish to use additional encryption.
Hint: If you created a mirror or raidz topology, repeat this for each LUKS volume (
luks2
, etc.).
Troubleshooting
Rescuing using a Live CD
Go through Step 1: Prepare The Install Environment.
For LUKS, first unlock the disk(s):
apt install --yes cryptsetup
cryptsetup luksOpen /dev/disk/by-id/scsi-SATA_disk1-part4 luks1
# Repeat for additional disks, if this is a mirror or raidz topology.
Mount everything correctly:
zpool export -a
zpool import -N -R /mnt rpool
zpool import -N -R /mnt bpool
zfs load-key -a
zfs mount rpool/ROOT/debian
zfs mount -a
If needed, you can chroot into your installed environment:
mount --make-private --rbind /dev /mnt/dev
mount --make-private --rbind /proc /mnt/proc
mount --make-private --rbind /sys /mnt/sys
mount -t tmpfs tmpfs /mnt/run
mkdir /mnt/run/lock
chroot /mnt /bin/bash --login
mount /boot/efi
mount -a
Do whatever you need to do to fix your system.
When done, cleanup:
exit
mount | grep -v zfs | tac | awk '/\/mnt/ {print $3}' | \
xargs -i{} umount -lf {}
zpool export -a
reboot
Areca
Systems that require the arcsas
blob driver should add it to the
/etc/initramfs-tools/modules
file and run update-initramfs -c -k all
.
Upgrade or downgrade the Areca driver if something like
RIP: 0010:[<ffffffff8101b316>] [<ffffffff8101b316>] native_read_tsc+0x6/0x20
appears anywhere in kernel log. ZoL is unstable on systems that emit this
error message.
MPT2SAS
Most problem reports for this tutorial involve mpt2sas
hardware that does
slow asynchronous drive initialization, like some IBM M1015 or OEM-branded
cards that have been flashed to the reference LSI firmware.
The basic problem is that disks on these controllers are not visible to the Linux kernel until after the regular system is started, and ZoL does not hotplug pool members. See https://github.com/zfsonlinux/zfs/issues/330.
Most LSI cards are perfectly compatible with ZoL. If your card has this
glitch, try setting ZFS_INITRD_PRE_MOUNTROOT_SLEEP=X
in
/etc/default/zfs
. The system will wait X
seconds for all drives to
appear before importing the pool.
QEMU/KVM/XEN
Set a unique serial number on each virtual disk using libvirt or qemu
(e.g. -drive if=none,id=disk1,file=disk1.qcow2,serial=1234567890
).
To be able to use UEFI in guests (instead of only BIOS booting), run this on the host:
sudo apt install ovmf
sudo vi /etc/libvirt/qemu.conf
Uncomment these lines:
nvram = [
"/usr/share/OVMF/OVMF_CODE.fd:/usr/share/OVMF/OVMF_VARS.fd",
"/usr/share/OVMF/OVMF_CODE.secboot.fd:/usr/share/OVMF/OVMF_VARS.fd",
"/usr/share/AAVMF/AAVMF_CODE.fd:/usr/share/AAVMF/AAVMF_VARS.fd",
"/usr/share/AAVMF/AAVMF32_CODE.fd:/usr/share/AAVMF/AAVMF32_VARS.fd"
]
sudo systemctl restart libvirtd.service
VMware
Set
disk.EnableUUID = "TRUE"
in the vmx file or vsphere configuration. Doing this ensures that/dev/disk
aliases are created in the guest.