Game Review: Maitetsu (2016, Japan)
AOSC OS on ZFS Root
Update Apr. 2019: This is an old post. I have since become inactive with AOSC and ZFS and both of them have changed a lot in the meantime. Therefore this post should be considered as deprecated.
As the package maintainer of ZFS on Linux packages for AOSC OS, I am happy to announce that after my own dogfooding for several weeks, that ZFS on Linux is stable enough to be used for non-critical production purposes (with some quirks). This will cover how to deploy AOSC OS onto a ZFS root, and workarounds to certain known issues related to ZFS. WARNING: The information are provided WITHOUT any warranty and assumes you know the details about the Linux booting process. DO NOT COPY AND PASTE COMMANDS WITHOUT KNOWING WHAT YOU ARE DOING!
Background
Originally designed by Sun Microsystems (now Oracle) for their Solaris operating system, ZFS is a combined logical volume manager and filesystem aimed at high availability and scalability. Once proprietary, ZFS was open-sourced along with OpenSolaris project, and the open-source development continued until Sun was bought by Oracle, who dropped the development of OpenSolaris. However, a community-drive umbrella project, OpenZFS continued to improve the open-source version of ZFS and helps to unify development efforts independent of Oracle.
ZFS on Linux is one of the projects under the OpenZFS umbrella, which takes form of reloadable kernel modules. The effort of this project was never merged into mainline Kernel as their license (CDDL) is not compatible with that of the Kernel (GPL), and combining them will lead to violation of GPL. Because of this, while it is possible to load all the required sources into the kernel source tree and compile them into the kernel, distributing the product binary would be illegal. Instead, AOSC decided to follow a route similar to that of Debian and Ubuntu, to maintain the required modules from this project separately, and a user is required to install them separately from our main repository. Because AOSC OS is a fast-rolling distribution, only DKMS-style modules are provided.
Known Issues
Issues related to
zfs
TRIM
is not yet supported by the current release ofzfs
. While there are works in progress, no ETA is provided yet. Thus performance degradation overtime on SSDs will be inevitable.zfs
does not handle hibernation correctly which will cause the system to hang when resuming from a swap ZFS volume.
Issues related to
grub
- While
grub
does have support for reading ZFS, not all feature flags are supported, therefore if one intends to put/boot
on a ZFS volume, special precaution is needed when creating the volume, see this section on ArchWiki. Note: AOSC ships the release branch of ZFS, so this should not be a problem. grub-mkconfig
does not yet properly detect Linux installed on ZFS volumes and generate boot parameters, therefore manual configuration (and update, after a kernel upgrade) of boot loader is required, see this example on ArchWiki. In this guide, rEFInd withEFISTUB
will be used to boot the system.grub-install
may fail due to being unable to detect disks, a workaround is documented.
- While
dracut
does not properly detect Linux installed on ZFS volume and one needs to manually tell it to include the required modules in the initramfs generated. This can be done either by extra command-line arguments passed todracut
or by a one-line file in/etc/dracut.conf.d/
containingadd_dracutmodules+="zfs"
.
Preparation
Before starting, one needs an archive of a AOSC OS system, one of these archives could be obtained either by downloading from the official AOSC website, or by tarballing an existing installation. This guide used the latter, but the steps for configuring the system for ZFS are the same.
One also needs a bootable Linux media that supports ZFS. Many options exist, but the simplest route is to grab a live image of any Ubuntu-family distributions based on 16.04 (Xenial Xerus) or above. This guide uses Lubuntu 16.04.2 live image.
Partitioning and Deploying
This installation guide is adapted from this ArchWiki article.
While the images of Ubuntu-family distributions do contain the required kernel modules, the userspace utilities are not always included. Thus these utilities need to be installed first. Open a terminal, and execute these commands:
sudo -i
apt update
apt install zfsutils-linux
After successfully installing the required utilities, one needs to partition the disk correctly in order for ZFS to work. ZFS requires partitions to have the “Solaris Root” type, and this can be done by a variety of tools. I already have an empty partition, /dev/sda4
, reserved for the ZFS root, and these commands did the trick of changing partition type:
fdisk /dev/sda
Command (m for help): t
Partition number (1-5): 4
Hex code (type L to list codes): 46
Command (m for help): w
Then you need to create a ZFS storage pool, and in order for ZFS to work, one must use the disk ID, which takes form similar to ata-Samsung_SSD_850_EVO_mSATA_500GB_*************-part?
.
First verify your partition’s disk ID by watching the output of this:
ls -l /dev/disk/by-id/
Remember the disk ID as you will need to substitute them in the commands provided.
Then create a storage pool:
modprobe zfs
zpool create -f /dev/disk/by-id/
Then create volumes (or datasets) within the volume. I have chosen one volume for my root, and one for my home. There is also a “default” subvolume within the volume for my root, and a subvolume for my user within the home volume.
zfs create -o mountpoint=none /root
zfs create -o mountpoint=none /root/default
zfs create -o mountpoint=none /home
zfs create -o mountpoint=legacy /home/
zfs umount -a
zfs set mountpoint=none
zpool set bootfs=/root/default
zpool export
Now get ready to deploy AOSC OS on your shiny ZFS pool:
mkdir /tmp/aosc
zpool import -d /dev/disk/by-id -R /tmp/aosc
cd /tmp/aosc
While many of the information in the official installation instructions are still valid, and you should follow those, there are several things to take care of. Personally I have chosen to mount my EFI system partition to /boot
, which requires extra caution, and because how ZFS works, I have chosen to manually write my /etc/fstab
.
Here is what the /etc/fstab
should look like if you have decided to use my partition scheme:
/root/default / zfs noatime 0 0 # noatime is to decrease writes to SSDs
/home/ /home/ zfs noatime 0 0
/dev/sda1 /boot vfat noexec 0 0
Also, before chrooting, you would also want to copy the pool cache file to the newly installed AOSC OS. This is done by:
cp -L /etc/zfs/zpool.cache /tmp/aosc/etc/zfs/zpool.cache
AOSC OS tarballs come with a default user aosc
, which can be used to help with setup. Doing these in the user setup stage (assuming you have mounted your zfs volumes before untaring and chrooting as the guide suggested) will make sure your home subvolume has the correct UNIX permissions:
cd /home/
usermod -g -d /home/ -l aosc
chown .
cp -a /home/aosc/{*,.*} .
chown -R . {*,.*}
Installing linux+kernel+lts
is optional but recommended as LTS kernels will have longer support cycles, and upgrades less often, which are crucial when using a filesystem module which is not in the kernel source tree:
apt install linux+kernel+lts
apt purge linux+kernel # The two lines remove the mainline kernel
apt-get --purge autoremove
Before the step of regenerating the initramfs, make sure you have the ZFS packages installed, and have told dracut
to include the zfs
module, as described in the “Known Issues” section:
apt install spl zfs
This will invoke DKMS to build the kernel modules. These operations can take quite some time, so be patient.
The rEFInd homepage has a variety of resources and the configuration file of rEFInd is mostly self-explanatory. Just make sure that your EFISTUB
entries look similar to this:
menuentry AOSC {
icon \EFI\Boot\icons\os_linux.png
loader \vmlinuz-aosc-lts-4.9.22
initrd \initramfs-4.9.22-aosc-lts.img
options "zfs="
}
Now exit the chroot environment, and clean it up before rebooting:
umount -lf /tmp/aosc/proc
umount -lf /tmp/aosc/sys
umount -lf /tmp/aosc/dev
umount -lf /tmp/aosc/home/
umount -lf /tmp/aosc/boot
zfs umount -a
zpool export
The above steps are crucial, and failing to do these could result in the system refusing to mount your ZFS volumes.
Post-installation Steps
If everything went correctly, you should be able to boot up AOSC for one time. In order for the system to be bootable, some further configurations are needed.
First, get your Solaris Host ID (needed for spl
and zfs
):
sudo hostid
Your Host ID will be in the form of a hex string, write it down, and modify your boot loader configuration to something like this:
menuentry AOSC {
icon \EFI\Boot\icons\os_linux.png
loader \vmlinuz-aosc-lts-4.9.22
initrd \initramfs-4.9.22-aosc-lts.img
options "zfs= spl.spl_hostid=0x"
}
You will also need to activate the systemd target for ZFS, which can be done by:
sudo systemctl enable zfs.target
And now, enjoy.