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# Backup and Recovery
Implement comprehensive backup strategies.
Implement comprehensive backup and recovery strategies using rsync, Restic, and cloud storage backends. Covers the 3-2-1 rule, automated scheduling, S3/B2 backends, encryption, restore procedures, and verification testing.
## When to Use
- Designing a backup strategy for servers, databases, or application data
- Setting up Restic for encrypted, deduplicated backups to local or cloud storage
- Automating backups with systemd timers or cron
- Restoring data after accidental deletion, corruption, or disaster
- Migrating data between environments using backup/restore workflows
- Verifying backup integrity and testing recovery procedures
## Prerequisites
- `rsync` installed (included in most Linux distributions)
- `restic` installed (v0.16+ recommended)
- Cloud CLI configured for the backend: AWS CLI for S3, `b2` CLI for Backblaze B2
- Sufficient storage at the backup destination (2-3x source size for retention)
- SSH access for remote rsync targets
- `systemd` or `cron` for scheduling
## The 3-2-1 Backup Rule
- **3** copies of your data (1 primary + 2 backups)
- **2** different storage media or types (e.g., local disk + cloud)
- **1** copy offsite (cloud storage, remote datacenter)
## rsync Backups
### Basic Operations
```bash
# Basic sync
rsync -avz --delete /source/ /backup/
# Sync a local directory to a backup location
rsync -avz --delete /data/ /backup/data/
# Remote backup
rsync -avz -e ssh /data/ user@backup:/backups/
# Flags explained:
# -a archive mode (preserves permissions, ownership, timestamps, symlinks)
# -v verbose output
# -z compress data during transfer
# --delete remove files at destination that no longer exist at source
# Incremental with hard links
rsync -avz --delete --link-dest=/backup/latest /source/ /backup/$(date +%Y%m%d)/
# Sync to a remote server over SSH
rsync -avz -e "ssh -i ~/.ssh/backup_key" /data/ backup@remote:/backups/server01/
# Exclude patterns
rsync -avz --delete \
--exclude='*.tmp' \
--exclude='*.log' \
--exclude='.cache/' \
--exclude='node_modules/' \
/data/ /backup/data/
# Use an exclude file for complex patterns
rsync -avz --delete --exclude-from=/etc/backup-excludes.txt /data/ /backup/data/
# Dry run (preview what would change)
rsync -avzn --delete /data/ /backup/data/
# Limit bandwidth to 50 MB/s and show progress
rsync -avz --bwlimit=50000 --progress /data/ backup@remote:/backups/
```
### Incremental Backups with Hard Links
```bash
# Incremental: unchanged files hard-linked to previous backup (saves space)
rsync -avz --delete \
--link-dest=/backup/daily/latest \
/data/ /backup/daily/$(date +%Y-%m-%d)/
# Update the 'latest' symlink
ln -snf /backup/daily/$(date +%Y-%m-%d) /backup/daily/latest
# Remove backups older than 30 days
find /backup/daily -maxdepth 1 -type d -name "20*" -mtime +30 -exec rm -rf {} \;
```
## Restic Backup
```bash
# Initialize repository
restic init --repo /backups
# Backup
restic backup /data --repo /backups
# List snapshots
restic snapshots --repo /backups
# Restore
restic restore latest --target /restore --repo /backups
# Prune old backups
restic forget --keep-daily 7 --keep-weekly 4 --keep-monthly 12 --prune
```
## Cloud Backup
### Installation
```bash
# AWS S3 with restic
restic init --repo s3:s3.amazonaws.com/bucket-name
restic backup /data --repo s3:s3.amazonaws.com/bucket-name
# Debian / Ubuntu
apt install -y restic
# GCS
restic init --repo gs:bucket-name:/
# RHEL / CentOS
dnf install -y restic
# Or download the latest binary
curl -L https://github.com/restic/restic/releases/latest/download/restic_0.17.3_linux_amd64.bz2 \
| bunzip2 > /usr/local/bin/restic
chmod +x /usr/local/bin/restic
# Verify installation
restic version
```
## Best Practices
### Initialize a Repository
- Follow 3-2-1 rule
- Test recovery regularly
- Encrypt backups
- Document procedures
- Monitor backup success
```bash
# Local repository
restic init --repo /backup/restic-repo
# AWS S3 backend
export AWS_ACCESS_KEY_ID="AKIAEXAMPLE"
export AWS_SECRET_ACCESS_KEY="secretkey"
restic init --repo s3:s3.amazonaws.com/my-backup-bucket
# S3-compatible (MinIO)
export AWS_ACCESS_KEY_ID="minioadmin"
export AWS_SECRET_ACCESS_KEY="miniosecret"
restic init --repo s3:http://minio.example.com:9000/backup-bucket
# Backblaze B2 backend
export B2_ACCOUNT_ID="accountid"
export B2_ACCOUNT_KEY="accountkey"
restic init --repo b2:my-backup-bucket:server01
# SFTP backend
restic init --repo sftp:backup@remote:/backups/server01
# Restic will prompt for a repository password -- store it securely
# Use a password file for automation
echo "my-secure-repo-password" > /etc/restic/password.txt
chmod 600 /etc/restic/password.txt
```
### Backup Operations
```bash
# Basic backup
restic backup /data --repo /backup/restic-repo --password-file /etc/restic/password.txt
# Backup multiple directories
restic backup /data /etc /var/lib/postgresql \
--repo s3:s3.amazonaws.com/my-backup-bucket \
--password-file /etc/restic/password.txt
# Backup with exclusions
restic backup /data \
--exclude='*.tmp' \
--exclude='*.log' \
--exclude-file=/etc/restic/excludes.txt \
--repo /backup/restic-repo \
--password-file /etc/restic/password.txt
# Backup with tags (useful for filtering snapshots later)
restic backup /data \
--tag server01 --tag production --tag daily \
--repo /backup/restic-repo \
--password-file /etc/restic/password.txt
# Backup stdin (e.g., database dump)
pg_dump -U postgres mydb | restic backup --stdin --stdin-filename mydb.sql \
--repo s3:s3.amazonaws.com/my-backup-bucket \
--password-file /etc/restic/password.txt
# Verbose output showing files processed
restic backup /data -v \
--repo /backup/restic-repo \
--password-file /etc/restic/password.txt
```
### Snapshot Management
```bash
# List all snapshots (add --tag <tag> to filter)
restic snapshots --repo /backup/restic-repo --password-file /etc/restic/password.txt
# Browse files in the latest snapshot
restic ls latest --repo /backup/restic-repo --password-file /etc/restic/password.txt
# Compare two snapshots
restic diff abc123 def456 --repo /backup/restic-repo --password-file /etc/restic/password.txt
```
### Retention Policy (forget + prune)
```bash
# Apply retention policy and reclaim space
restic forget \
--keep-daily 7 --keep-weekly 4 --keep-monthly 12 --keep-yearly 3 \
--prune \
--repo /backup/restic-repo \
--password-file /etc/restic/password.txt
# Dry run to preview what would be removed
restic forget --keep-daily 7 --keep-weekly 4 --keep-monthly 12 \
--dry-run --repo /backup/restic-repo --password-file /etc/restic/password.txt
```
### Restore Procedures
```bash
# Restore the latest snapshot to a target directory
restic restore latest --target /restore \
--repo /backup/restic-repo \
--password-file /etc/restic/password.txt
# Restore a specific snapshot by ID
restic restore abc123 --target /restore \
--repo /backup/restic-repo \
--password-file /etc/restic/password.txt
# Restore only specific files or directories
restic restore latest --target /restore --include "/data/config" \
--repo /backup/restic-repo \
--password-file /etc/restic/password.txt
# Mount a snapshot as a FUSE filesystem (browse and copy individual files)
mkdir -p /mnt/restic
restic mount /mnt/restic --repo /backup/restic-repo --password-file /etc/restic/password.txt &
# Browse: ls /mnt/restic/snapshots/latest/
# Unmount when done: umount /mnt/restic
```
### Verification
```bash
# Verify repository integrity (checks all data and metadata)
restic check --repo /backup/restic-repo --password-file /etc/restic/password.txt
# Full data verification (reads all pack files -- slow but thorough)
restic check --read-data --repo /backup/restic-repo --password-file /etc/restic/password.txt
# Verify a random subset of data (faster than full read)
restic check --read-data-subset=5% --repo /backup/restic-repo --password-file /etc/restic/password.txt
```
## Automated Backup with Environment File
### /etc/restic/env
```bash
# Repository configuration
export RESTIC_REPOSITORY="s3:s3.amazonaws.com/my-backup-bucket"
export RESTIC_PASSWORD_FILE="/etc/restic/password.txt"
export AWS_ACCESS_KEY_ID="AKIAEXAMPLE"
export AWS_SECRET_ACCESS_KEY="secretkey"
# Optional: set cache directory
export RESTIC_CACHE_DIR="/var/cache/restic"
```
### Backup Script
```bash
#!/bin/bash
# /usr/local/bin/restic-backup.sh
set -euo pipefail
source /etc/restic/env
LOG="/var/log/restic-backup.log"
echo "$(date): Starting backup" >> "$LOG"
restic backup /data /etc /var/lib/postgresql \
--exclude-file=/etc/restic/excludes.txt \
--tag "$(hostname)" --tag daily \
--verbose >> "$LOG" 2>&1
restic forget --keep-daily 7 --keep-weekly 4 --keep-monthly 12 \
--prune >> "$LOG" 2>&1
# Weekly integrity check (Sundays)
[ "$(date +%u)" -eq 7 ] && restic check --read-data-subset=10% >> "$LOG" 2>&1
echo "$(date): Backup completed" >> "$LOG"
```
```bash
chmod +x /usr/local/bin/restic-backup.sh
```
## Scheduled Backups
### Systemd Timer (Recommended)
```ini
# /etc/systemd/system/restic-backup.service
[Unit]
Description=Restic backup
After=network-online.target
Wants=network-online.target
[Service]
Type=oneshot
User=root
ExecStart=/usr/local/bin/restic-backup.sh
Nice=10
IOSchedulingClass=idle
```
```ini
# /etc/systemd/system/restic-backup.timer
[Unit]
Description=Run Restic backup daily at 2 AM
[Timer]
OnCalendar=*-*-* 02:00:00
Persistent=true
RandomizedDelaySec=900
[Install]
WantedBy=timers.target
```
```bash
# Enable and start the timer
systemctl daemon-reload
systemctl enable --now restic-backup.timer
# Check timer status
systemctl list-timers restic-backup.timer
# Run manually for testing
systemctl start restic-backup.service
journalctl -u restic-backup.service -f
```
## Database Backups with Restic
```bash
# PostgreSQL: stream dump directly into restic (no temp file)
pg_dump -U postgres -Fc mydb | restic backup --stdin --stdin-filename mydb.dump \
--tag postgres --tag mydb \
--repo s3:s3.amazonaws.com/my-backup-bucket \
--password-file /etc/restic/password.txt
# MySQL / MariaDB: stream dump into restic
mysqldump --all-databases --single-transaction | \
restic backup --stdin --stdin-filename all-databases.sql \
--tag mysql \
--repo s3:s3.amazonaws.com/my-backup-bucket \
--password-file /etc/restic/password.txt
# Restore PostgreSQL from restic
restic dump latest mydb.dump \
--repo s3:s3.amazonaws.com/my-backup-bucket \
--password-file /etc/restic/password.txt \
| pg_restore -U postgres -d mydb --clean --if-exists
```
## Troubleshooting
| Symptom | Diagnostic Command | Common Fix |
|---|---|---|
| "repository not initialized" | `restic cat config --repo <repo>` | Run `restic init --repo <repo>` first |
| "wrong password" | Check env vars / password file | Verify RESTIC_PASSWORD_FILE contents and permissions |
| Backup is slow | `restic backup -v` for progress | Check network bandwidth; exclude large unneeded dirs |
| S3 permission denied | `aws s3 ls s3://bucket/` | Check IAM policy includes s3:GetObject, s3:PutObject |
| "unable to create lock" | `restic unlock --repo <repo>` | A previous backup crashed; unlock the repository |
| Restore shows empty dirs | `restic ls <snapshot-id>` | Verify correct snapshot ID; check --include path syntax |
| Repository growing too large | `restic stats --repo <repo>` | Run `restic forget --prune` with stricter retention |
| Check fails with pack errors | `restic check --read-data` | Rebuild index: `restic rebuild-index`; restore from another copy |
## Related Skills
- `linux-administration` -- Server maintenance and log management
- `systemd-services` -- Scheduling backups with systemd timers
- `object-storage` -- S3 and MinIO as backup destinations
- `block-storage` -- LVM snapshots for consistent backups
- `nfs-storage` -- Backing up NFS-shared data
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# Block Storage
Manage block storage volumes and LVM.
Manage block storage volumes including LVM, cloud-based EBS, filesystem creation, snapshots, and RAID configurations. Covers the full lifecycle from provisioning raw disks to extending volumes in production.
## When to Use
- Adding, partitioning, or formatting new disks on Linux servers
- Managing LVM logical volumes for flexible storage allocation
- Provisioning and attaching cloud block storage (AWS EBS)
- Creating and restoring snapshots for backup or migration
- Configuring software RAID for redundancy or performance
- Extending existing volumes without downtime
## Prerequisites
- Root or sudo access on the target system
- `lvm2` package installed for LVM operations
- `mdadm` package installed for software RAID
- AWS CLI configured for EBS operations
- Understanding of the workload's I/O characteristics (IOPS, throughput)
## Disk Discovery and Partitioning
```bash
# List all block devices
lsblk
lsblk -f # Show filesystem types and mount points
# Show detailed disk information
fdisk -l /dev/sdb
# Identify disk model and health (requires smartmontools)
smartctl -a /dev/sda
smartctl -H /dev/sda # Quick health check
# Create a GPT partition table and a single partition
parted /dev/sdb mklabel gpt
parted /dev/sdb mkpart primary ext4 0% 100%
# Alternative: use fdisk for MBR partitioning
fdisk /dev/sdb
# n -> new partition, p -> primary, Enter defaults, w -> write
# Inform the kernel of partition table changes
partprobe /dev/sdb
# Wipe filesystem signatures (prepare for LVM or RAID)
wipefs -a /dev/sdb1
```
## Filesystem Creation and Management
```bash
# Create an ext4 filesystem
mkfs.ext4 /dev/sdb1
# Create an ext4 filesystem with label and reserved block tuning
mkfs.ext4 -L appdata -m 1 /dev/sdb1 # 1% reserved blocks (default is 5%)
# Create an XFS filesystem (recommended for large volumes)
mkfs.xfs /dev/sdb1
# Create an XFS filesystem with label
mkfs.xfs -L appdata /dev/sdb1
# Mount the filesystem
mkdir -p /data
mount /dev/sdb1 /data
# Add persistent mount to fstab (use UUID for reliability)
blkid /dev/sdb1 # Get the UUID
echo 'UUID=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx /data ext4 defaults,noatime 0 2' >> /etc/fstab
# Mount all entries in fstab
mount -a
# Check and repair a filesystem (unmount first)
umount /data
fsck.ext4 -y /dev/sdb1
xfs_repair /dev/sdb1 # For XFS
# Resize ext4 (can grow online while mounted)
resize2fs /dev/sdb1
# Resize XFS (must be mounted to grow)
xfs_growfs /data
# Check filesystem usage
df -hT
```
## LVM Management
### Creating an LVM Stack
```bash
# Create physical volume
pvcreate /dev/sdb
# Step 1: Create physical volumes
pvcreate /dev/sdb /dev/sdc
# Create volume group
vgcreate data_vg /dev/sdb
# View physical volumes
pvs
pvdisplay /dev/sdb
# Create logical volume
lvcreate -L 50G -n app_lv data_vg
# Step 2: Create a volume group from physical volumes
vgcreate data_vg /dev/sdb /dev/sdc
# Format and mount
# View volume groups
vgs
vgdisplay data_vg
# Step 3: Create logical volumes
# Fixed size
lvcreate -L 100G -n app_lv data_vg
# Use percentage of free space
lvcreate -l 50%FREE -n logs_lv data_vg
# Use all remaining space
lvcreate -l 100%FREE -n backup_lv data_vg
# View logical volumes
lvs
lvdisplay /dev/data_vg/app_lv
# Step 4: Create filesystem and mount
mkfs.ext4 /dev/data_vg/app_lv
mount /dev/data_vg/app_lv /data
mkdir -p /data/app
mount /dev/data_vg/app_lv /data/app
# Extend volume
lvextend -L +10G /dev/data_vg/app_lv
resize2fs /dev/data_vg/app_lv
# Add to fstab
echo '/dev/data_vg/app_lv /data/app ext4 defaults,noatime 0 2' >> /etc/fstab
```
## AWS EBS
### Extending Volumes (Online)
```bash
# Create volume
# Extend a logical volume by 20 GB
lvextend -L +20G /dev/data_vg/app_lv
# Extend to fill all free space in the VG
lvextend -l +100%FREE /dev/data_vg/app_lv
# Grow the ext4 filesystem (online, no unmount needed)
resize2fs /dev/data_vg/app_lv
# Grow XFS filesystem (online)
xfs_growfs /data/app
# Combined: extend LV and resize filesystem in one command
lvextend -L +20G --resizefs /dev/data_vg/app_lv
```
### Adding a New Disk to an Existing VG
```bash
# Add a new physical volume
pvcreate /dev/sdd
# Extend the volume group
vgextend data_vg /dev/sdd
# Now extend any logical volume using the new space
lvextend -l +100%FREE --resizefs /dev/data_vg/app_lv
```
### LVM Snapshots
```bash
# Create a snapshot (requires free space in VG)
lvcreate -L 10G -s -n app_snap /dev/data_vg/app_lv
# Mount the snapshot read-only for backup
mkdir -p /mnt/snapshot
mount -o ro /dev/data_vg/app_snap /mnt/snapshot
# Perform backup from the snapshot
tar czf /backup/app-$(date +%Y%m%d).tar.gz -C /mnt/snapshot .
# Unmount and remove the snapshot when done
umount /mnt/snapshot
lvremove -f /dev/data_vg/app_snap
# Restore from snapshot (reverts LV to snapshot point -- destructive)
lvconvert --merge /dev/data_vg/app_snap
# Note: if the LV is mounted, merge happens at next activation (reboot)
```
### Reducing and Removing LVM Components
```bash
# Shrink a logical volume (ext4 only -- XFS cannot shrink)
# MUST unmount first
umount /data/app
e2fsck -f /dev/data_vg/app_lv
resize2fs /dev/data_vg/app_lv 80G
lvreduce -L 80G /dev/data_vg/app_lv
mount /data/app
# Remove a logical volume
umount /data/app
lvremove /dev/data_vg/app_lv
# Remove a disk from a volume group (migrate data off first)
pvmove /dev/sdc # Migrate extents to other PVs
vgreduce data_vg /dev/sdc # Remove PV from VG
pvremove /dev/sdc # Clean PV metadata
```
## AWS EBS Management
```bash
# Create a gp3 volume (general purpose SSD)
aws ec2 create-volume \
--availability-zone us-east-1a \
--size 100 \
--volume-type gp3 \
--iops 3000 \
--throughput 125 \
--tag-specifications 'ResourceType=volume,Tags=[{Key=Name,Value=app-data},{Key=Environment,Value=production}]'
# Create an io2 volume (provisioned IOPS SSD for databases)
aws ec2 create-volume \
--availability-zone us-east-1a \
--size 500 \
--volume-type io2 \
--iops 10000
# List volumes with filters
aws ec2 describe-volumes \
--filters "Name=tag:Environment,Values=production" \
--query 'Volumes[*].{ID:VolumeId,Size:Size,Type:VolumeType,State:State,AZ:AvailabilityZone}' \
--output table
# Attach a volume to an instance
aws ec2 attach-volume \
--volume-id vol-0abc123def456789 \
--instance-id i-0abc123def456789 \
--device /dev/xvdf
# After attaching, format and mount on the instance
lsblk # Identify the new device (e.g., /dev/nvme1n1)
mkfs.ext4 /dev/nvme1n1
mkdir -p /data
mount /dev/nvme1n1 /data
# Modify a volume (resize without detaching -- gp3/io2)
aws ec2 modify-volume \
--volume-id vol-0abc123def456789 \
--size 200
# After resize, grow the filesystem on the instance
growpart /dev/nvme1n1 1 # If partitioned
resize2fs /dev/nvme1n1 # ext4
# xfs_growfs /data # XFS
# Create a snapshot
aws ec2 create-snapshot \
--volume-id vol-0abc123def456789 \
--description "Pre-upgrade snapshot $(date +%Y-%m-%d)" \
--tag-specifications 'ResourceType=snapshot,Tags=[{Key=Name,Value=pre-upgrade}]'
# List snapshots
aws ec2 describe-snapshots \
--owner-ids self \
--query 'Snapshots[*].{ID:SnapshotId,Vol:VolumeId,Size:VolumeSize,Date:StartTime,Desc:Description}' \
--output table
# Create a volume from a snapshot (for restore or migration)
aws ec2 create-volume \
--snapshot-id snap-0abc123def456789 \
--availability-zone us-east-1a \
--volume-type gp3
# Attach to instance
aws ec2 attach-volume \
--volume-id vol-xxx \
--instance-id i-xxx \
--device /dev/xvdf
# Detach a volume
aws ec2 detach-volume --volume-id vol-0abc123def456789
# Delete a volume (ensure it is detached first)
aws ec2 delete-volume --volume-id vol-0abc123def456789
```
## Best Practices
## Software RAID (mdadm)
- Use LVM for flexibility
- Implement RAID for redundancy
- Monitor disk I/O
- Regular disk health checks
```bash
# Install mdadm
apt install -y mdadm # Debian/Ubuntu
dnf install -y mdadm # RHEL/CentOS
# Create RAID 1 (mirror) with 2 disks
mdadm --create /dev/md0 --level=1 --raid-devices=2 /dev/sdb /dev/sdc
# Create RAID 5 (striped with parity) with 3 disks + 1 spare
mdadm --create /dev/md0 --level=5 --raid-devices=3 --spare-devices=1 /dev/sdb /dev/sdc /dev/sdd /dev/sde
# Create RAID 10 (striped mirrors) with 4 disks
mdadm --create /dev/md0 --level=10 --raid-devices=4 /dev/sdb /dev/sdc /dev/sdd /dev/sde
# Check RAID status
cat /proc/mdstat
mdadm --detail /dev/md0
# Save RAID configuration (persists across reboot)
mdadm --detail --scan >> /etc/mdadm/mdadm.conf # Debian
mdadm --detail --scan >> /etc/mdadm.conf # RHEL
update-initramfs -u # Debian
# Create filesystem on RAID device
mkfs.ext4 /dev/md0
mkdir -p /data
mount /dev/md0 /data
# Replace a failed disk
mdadm --manage /dev/md0 --fail /dev/sdc
mdadm --manage /dev/md0 --remove /dev/sdc
# Insert new disk, then:
mdadm --manage /dev/md0 --add /dev/sdf
# Monitor rebuild progress
watch cat /proc/mdstat
# RAID level recommendations:
# RAID 1: 2+ disks, mirroring, good for OS / boot drives
# RAID 5: 3+ disks, single parity, good read performance
# RAID 6: 4+ disks, double parity, survives 2 disk failures
# RAID 10: 4+ disks, mirrored stripes, best I/O performance
```
## Troubleshooting
| Symptom | Diagnostic Command | Common Fix |
|---|---|---|
| Disk not showing up | `lsblk`, `dmesg \| tail` | Check physical connection; rescan SCSI bus |
| Filesystem read-only | `dmesg \| grep error`, `mount` | Filesystem errors detected; run `fsck` after unmount |
| LVM: no free space in VG | `vgs`, `pvs` | Add a new PV with `vgextend` |
| EBS volume not visible | `lsblk` on instance | Check attach status in AWS console; NVMe naming differs |
| RAID degraded | `cat /proc/mdstat` | Replace failed disk with `mdadm --manage --add` |
| Cannot resize filesystem | `lvs`, `df -h` | Extend LV first, then resize FS; XFS needs to be mounted |
| Slow I/O on EBS | `iostat -x 2`, check volume type | Upgrade to gp3/io2, increase IOPS/throughput |
| Snapshot taking too long | AWS Console: snapshot progress | Snapshots are incremental; first one takes longest |
## Related Skills
- `linux-administration` -- Disk and filesystem basics
- `performance-tuning` -- I/O scheduler and benchmarking with fio
- `nfs-storage` -- Network filesystems built on top of block storage
- `backup-recovery` -- Snapshot-based and file-level backup strategies
- `object-storage` -- Alternative storage model for unstructured data
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# NFS Storage
Configure NFS for network file sharing.
Configure NFS servers and clients for network file sharing across Linux systems. Covers NFSv4 server setup, export options, client mounting, autofs for on-demand mounts, Kerberos security, performance tuning, and Kubernetes integration.
## Server Configuration
## When to Use
- Sharing directories between multiple Linux servers (web farms, build clusters)
- Providing shared storage for containerized workloads (Kubernetes ReadWriteMany)
- Centralizing home directories or application data across a fleet
- Setting up a development environment with shared project files
- Migrating from local storage to network-attached storage
## Prerequisites
- NFS server: `nfs-kernel-server` (Debian/Ubuntu) or `nfs-utils` (RHEL/CentOS)
- NFS client: `nfs-common` (Debian/Ubuntu) or `nfs-utils` (RHEL/CentOS)
- Network connectivity between server and clients (TCP/UDP 2049 for NFSv4)
- Firewall rules allowing NFS traffic
- For NFSv4 Kerberos: `krb5-user` and a functioning KDC
## NFS Server Setup
### Installation
```bash
# Install
apt install nfs-kernel-server
# Debian / Ubuntu
apt update && apt install -y nfs-kernel-server
# Configure exports
# RHEL / CentOS
dnf install -y nfs-utils
# Enable and start the NFS server
systemctl enable --now nfs-server
# Verify NFS is running
systemctl status nfs-server
rpcinfo -p | grep nfs
```
### Export Configuration (/etc/exports)
```bash
# /etc/exports
# Syntax: <directory> <client-spec>(options)
# Share /data to a specific subnet with read-write access
/data 10.0.0.0/24(rw,sync,no_subtree_check,no_root_squash)
# Share /shared read-only to everyone
/shared *(ro,sync,no_subtree_check)
# Apply changes
exportfs -ra
# Share /home to specific hosts
/home server01.example.com(rw,sync,no_subtree_check)
/home server02.example.com(rw,sync,no_subtree_check)
# Start service
systemctl enable --now nfs-kernel-server
# Share /var/nfs/projects with root squash (default, map root to nobody)
/var/nfs/projects 10.0.0.0/24(rw,sync,no_subtree_check,root_squash)
# NFSv4 pseudo-root export (recommended for NFSv4)
/srv/nfs 10.0.0.0/24(rw,sync,fsid=0,crossmnt,no_subtree_check)
/srv/nfs/data 10.0.0.0/24(rw,sync,no_subtree_check,no_root_squash)
/srv/nfs/shared 10.0.0.0/24(ro,sync,no_subtree_check)
```
## Client Configuration
### Export Options Explained
| Option | Description |
|---|---|
| `rw` | Read-write access |
| `ro` | Read-only access |
| `sync` | Write data to disk before replying (safe, slower) |
| `async` | Reply before data is written to disk (fast, risk of corruption) |
| `no_subtree_check` | Disable subtree checking (improves reliability) |
| `root_squash` | Map remote root (UID 0) to `nobody` (default, more secure) |
| `no_root_squash` | Allow remote root to act as root on the server (use cautiously) |
| `all_squash` | Map all remote UIDs/GIDs to `nobody` |
| `anonuid=1000` | Map anonymous users to a specific UID |
| `anongid=1000` | Map anonymous groups to a specific GID |
| `crossmnt` | Allow clients to traverse into sub-mounts |
| `fsid=0` | Mark as the NFSv4 pseudo-root |
### Applying Export Changes
```bash
# Install
apt install nfs-common
# Apply changes to exports (no server restart needed)
exportfs -ra
# Mount
mount -t nfs server:/data /mnt/data
# Show current exports
exportfs -v
# /etc/fstab
server:/data /mnt/data nfs defaults,_netdev 0 0
# Export a new directory on the fly (temporary, not persistent)
exportfs -o rw,sync,no_subtree_check 10.0.0.0/24:/tmp/share
# Unexport a directory
exportfs -u 10.0.0.0/24:/tmp/share
```
## Kubernetes NFS
### Server Firewall Configuration
```bash
# UFW (Ubuntu)
ufw allow from 10.0.0.0/24 to any port nfs
ufw allow from 10.0.0.0/24 to any port 111 # rpcbind (NFSv3)
# firewalld (RHEL/CentOS)
firewall-cmd --permanent --add-service=nfs
firewall-cmd --permanent --add-service=rpc-bind
firewall-cmd --permanent --add-service=mountd
firewall-cmd --reload
# NFSv4 only needs TCP 2049 (no rpcbind or mountd)
firewall-cmd --permanent --add-port=2049/tcp
firewall-cmd --reload
```
## NFS Client Configuration
### Manual Mounting
```bash
# Install NFS client
apt install -y nfs-common # Debian/Ubuntu
dnf install -y nfs-utils # RHEL/CentOS
# Discover exports from the server
showmount -e nfs-server.example.com
# Mount an NFS share manually
mkdir -p /mnt/data
mount -t nfs nfs-server.example.com:/data /mnt/data
# Mount with specific NFS version and options
mount -t nfs -o vers=4.2,tcp,hard,intr nfs-server.example.com:/data /mnt/data
# Verify the mount
mount | grep nfs
df -hT /mnt/data
# Unmount
umount /mnt/data
```
### Persistent Mounts via /etc/fstab
```bash
# /etc/fstab entries for NFS
# Basic NFSv4 mount
nfs-server.example.com:/data /mnt/data nfs4 defaults,_netdev 0 0
# Mount with performance and reliability options
nfs-server.example.com:/data /mnt/data nfs4 hard,intr,rsize=1048576,wsize=1048576,timeo=600,retrans=3,_netdev 0 0
# Read-only mount
nfs-server.example.com:/shared /mnt/shared nfs4 ro,_netdev 0 0
# Mount with specific UID/GID mapping (useful for containers)
nfs-server.example.com:/data /mnt/data nfs4 defaults,_netdev,uid=1000,gid=1000 0 0
```
```bash
# Mount all fstab entries
mount -a
# Test fstab entry without actually mounting
mount --fake -a -v
```
### Mount Options Explained
| Option | Description |
|---|---|
| `hard` | Retry NFS requests indefinitely (recommended for data integrity) |
| `soft` | Return error after `retrans` retries (risk of data corruption) |
| `intr` | Allow interruption of hard-mounted NFS requests |
| `rsize=1048576` | Read buffer size in bytes (1 MB, max for NFSv4) |
| `wsize=1048576` | Write buffer size in bytes (1 MB) |
| `timeo=600` | Timeout in tenths of a second (60 seconds) |
| `retrans=3` | Number of retries before error (soft) or message (hard) |
| `_netdev` | Wait for network before mounting (critical for boot) |
| `noatime` | Do not update access time (improves performance) |
| `nconnect=8` | Use multiple TCP connections (kernel 5.3+, improves throughput) |
## Autofs (On-Demand Mounting)
```bash
# Install autofs
apt install -y autofs # Debian/Ubuntu
dnf install -y autofs # RHEL/CentOS
# Configure the master map
# /etc/auto.master or /etc/auto.master.d/nfs.autofs
/mnt/nfs /etc/auto.nfs --timeout=300
```
### /etc/auto.nfs
```text
# Format: mount-point options location
# Mounts will appear under /mnt/nfs/<mount-point>
data -rw,hard,intr,rsize=1048576,wsize=1048576 nfs-server.example.com:/data
shared -ro,hard,intr nfs-server.example.com:/shared
home -rw,hard,intr nfs-server.example.com:/home/&
# Wildcard: mount any subdirectory from the server automatically
# /etc/auto.master entry: /mnt/nfs /etc/auto.nfs
* -rw,hard,intr nfs-server.example.com:/srv/nfs/&
```
```bash
# Enable and start autofs
systemctl enable --now autofs
# Test: simply cd into the mount point and it appears
ls /mnt/nfs/data # Triggers auto-mount
# The share unmounts automatically after the timeout (300 seconds idle)
# Check autofs status
systemctl status autofs
automount -v # Verbose debugging mode (foreground)
```
## Performance Tuning
### Server-Side Tuning
```bash
# Increase the number of NFS daemon threads (default is 8)
# /etc/default/nfs-kernel-server (Debian) or /etc/sysconfig/nfs (RHEL)
RPCNFSDCOUNT=32
# Or set at runtime
echo 32 > /proc/fs/nfsd/threads
# Restart NFS to apply
systemctl restart nfs-server
# Tune NFS server read/write sizes in sysctl
# These are auto-negotiated but can be adjusted
echo 1048576 > /proc/fs/nfsd/max_block_size
# Kernel network buffer tuning (see performance-tuning skill)
sysctl -w net.core.rmem_max=134217728
sysctl -w net.core.wmem_max=134217728
```
### Client-Side Tuning
```bash
# Use large read/write buffer sizes in mount options
mount -t nfs4 -o rsize=1048576,wsize=1048576,noatime nfs-server:/data /mnt/data
# Use multiple TCP connections (Linux kernel 5.3+)
mount -t nfs4 -o nconnect=8 nfs-server:/data /mnt/data
# Check current mount options and NFS statistics
nfsstat -c # Client NFS statistics
nfsstat -s # Server NFS statistics
mountstats /mnt/data # Detailed per-mount stats
# Test NFS throughput with dd
dd if=/dev/zero of=/mnt/data/testfile bs=1M count=1024 oflag=direct
dd if=/mnt/data/testfile of=/dev/null bs=1M iflag=direct
rm /mnt/data/testfile
# Test with fio for more realistic workloads
fio --name=nfs-test --directory=/mnt/data --ioengine=libaio --direct=1 \
--rw=randrw --bs=4k --numjobs=4 --size=1G --runtime=60 --group_reporting
```
## Kubernetes NFS Integration
```yaml
# nfs-pv.yaml -- Static PersistentVolume
apiVersion: v1
kind: PersistentVolume
metadata:
@@ -54,14 +291,50 @@ spec:
storage: 100Gi
accessModes:
- ReadWriteMany
persistentVolumeReclaimPolicy: Retain
storageClassName: nfs
nfs:
server: nfs-server.example.com
path: /data
---
apiVersion: v1
kind: PersistentVolumeClaim
metadata:
name: nfs-pvc
spec:
accessModes:
- ReadWriteMany
storageClassName: nfs
resources:
requests:
storage: 100Gi
```
## Best Practices
```bash
# For dynamic provisioning, install the NFS CSI driver via Helm
helm repo add csi-driver-nfs https://raw.githubusercontent.com/kubernetes-csi/csi-driver-nfs/master/charts
helm install csi-driver-nfs csi-driver-nfs/csi-driver-nfs --namespace kube-system
# Then create a StorageClass pointing to your NFS server and share path.
```
- Use proper export options
- Implement firewall rules
- Monitor NFS performance
- Use NFSv4 for security
## Troubleshooting
| Symptom | Diagnostic Command | Common Fix |
|---|---|---|
| mount: access denied | `showmount -e server`, `exportfs -v` | Check /etc/exports, run `exportfs -ra`, verify subnet |
| mount hangs | `mount -v`, check network | Verify firewall allows TCP 2049; use `bg` mount option |
| Stale file handle | `ls /mnt/data` returns stale error | Unmount and remount: `umount -f /mnt/data && mount -a` |
| Permission denied on files | `ls -la`, check UID mapping | Match UIDs or use `all_squash,anonuid=1000,anongid=1000` |
| Slow NFS performance | `nfsstat -c`, `mountstats /mnt/data` | Increase rsize/wsize, add nconnect=8, tune NFS threads |
| Autofs not mounting | `systemctl status autofs`, `automount -v` | Check /etc/auto.master syntax, verify server is reachable |
| NFSv4 ID mapping wrong | `id username` on both sides | Ensure matching domain in `/etc/idmapd.conf` |
| Boot hangs waiting for NFS | Check fstab options | Add `_netdev` and `bg` options to fstab entry |
| Docker volume mount fails | `docker volume inspect`, `dmesg` | Verify NFS client packages installed on Docker host |
## Related Skills
- `linux-administration` -- Server setup and network configuration
- `block-storage` -- Underlying storage for NFS server data directories
- `performance-tuning` -- Kernel and network tuning for NFS throughput
- `backup-recovery` -- Backing up NFS-hosted data
- `object-storage` -- Alternative storage model for cloud-native workloads
+339 -29
View File
@@ -9,44 +9,354 @@ metadata:
# Object Storage
Configure and manage object storage solutions.
Configure and manage object storage solutions including AWS S3, MinIO (self-hosted), and compatible providers. Covers CLI operations, bucket policies, lifecycle rules, versioning, encryption, and the MinIO client (mc).
## AWS S3
## When to Use
- Storing application assets, backups, logs, or media files
- Setting up an S3-compatible object store on-premises with MinIO
- Configuring lifecycle rules to transition or expire objects automatically
- Implementing access control with bucket policies and IAM
- Syncing data between local filesystems and object storage
- Serving static content from S3 or MinIO
## Prerequisites
- AWS CLI v2 installed and configured (`aws configure`) for S3 operations
- Docker installed for MinIO self-hosted setup
- MinIO client (`mc`) installed for MinIO management
- IAM credentials with appropriate S3 permissions
- Network access to the object storage endpoint
## AWS S3 CLI Operations
### Bucket Management
```bash
# Create bucket
aws s3 mb s3://my-bucket
# Create a new bucket
aws s3 mb s3://my-app-assets-prod
# Upload/Download
aws s3 cp file.txt s3://my-bucket/
aws s3 sync ./local s3://my-bucket/remote
# Create a bucket in a specific region
aws s3 mb s3://my-app-assets-eu --region eu-west-1
# Configure lifecycle
# List all buckets
aws s3 ls
# List objects in a bucket (with sizes)
aws s3 ls s3://my-app-assets-prod --recursive --human-readable --summarize
# Delete an empty bucket
aws s3 rb s3://my-old-bucket
# Delete a bucket and ALL its contents (destructive)
aws s3 rb s3://my-old-bucket --force
```
### Upload and Download
```bash
# Upload a single file
aws s3 cp ./report.pdf s3://my-app-assets-prod/reports/
# Upload with a specific storage class
aws s3 cp ./archive.tar.gz s3://my-app-assets-prod/archives/ --storage-class GLACIER
# Upload with server-side encryption (AES-256)
aws s3 cp ./sensitive.dat s3://my-app-assets-prod/data/ --sse AES256
# Download a file
aws s3 cp s3://my-app-assets-prod/reports/report.pdf ./downloads/
# Sync a local directory to S3 (upload only changed files)
aws s3 sync ./build/ s3://my-app-assets-prod/static/ --delete
# Sync from S3 to local
aws s3 sync s3://my-app-assets-prod/static/ ./local-copy/
# Sync with exclusion patterns
aws s3 sync ./logs/ s3://my-app-logs/ --exclude "*.tmp" --exclude ".git/*"
# Copy between buckets
aws s3 sync s3://source-bucket/ s3://destination-bucket/ --source-region us-east-1 --region eu-west-1
# Generate a pre-signed URL (temporary access, 1 hour)
aws s3 presign s3://my-app-assets-prod/reports/report.pdf --expires-in 3600
# Recursive delete of a prefix
aws s3 rm s3://my-app-assets-prod/old-data/ --recursive
```
### Versioning
```bash
# Enable versioning on a bucket
aws s3api put-bucket-versioning \
--bucket my-app-assets-prod \
--versioning-configuration Status=Enabled
# Check versioning status
aws s3api get-bucket-versioning --bucket my-app-assets-prod
# List object versions
aws s3api list-object-versions --bucket my-app-assets-prod --prefix reports/
# Restore a previous version (copy old version to current)
aws s3api copy-object \
--bucket my-app-assets-prod \
--copy-source "my-app-assets-prod/reports/report.pdf?versionId=abc123" \
--key reports/report.pdf
# Delete a specific version permanently
aws s3api delete-object \
--bucket my-app-assets-prod \
--key reports/old-report.pdf \
--version-id abc123
```
### Bucket Policies
```bash
# Apply a bucket policy from a JSON file
aws s3api put-bucket-policy --bucket my-app-assets-prod --policy file://policy.json
```
```json
{
"Version": "2012-10-17",
"Statement": [
{
"Sid": "PublicReadForStaticSite",
"Effect": "Allow",
"Principal": "*",
"Action": "s3:GetObject",
"Resource": "arn:aws:s3:::my-app-assets-prod/static/*"
},
{
"Sid": "DenyUnencryptedUploads",
"Effect": "Deny",
"Principal": "*",
"Action": "s3:PutObject",
"Resource": "arn:aws:s3:::my-app-assets-prod/*",
"Condition": {
"StringNotEquals": {
"s3:x-amz-server-side-encryption": "AES256"
}
}
},
{
"Sid": "RestrictToVPC",
"Effect": "Deny",
"Principal": "*",
"Action": "s3:*",
"Resource": [
"arn:aws:s3:::my-app-assets-prod",
"arn:aws:s3:::my-app-assets-prod/*"
],
"Condition": {
"StringNotEquals": {
"aws:sourceVpce": "vpce-abc123"
}
}
}
]
}
```
### Lifecycle Rules
```bash
# Apply lifecycle configuration
aws s3api put-bucket-lifecycle-configuration \
--bucket my-bucket \
--bucket my-app-assets-prod \
--lifecycle-configuration file://lifecycle.json
```
## MinIO (Self-Hosted)
```bash
# Deploy
docker run -d \
-p 9000:9000 -p 9001:9001 \
-e MINIO_ROOT_USER=admin \
-e MINIO_ROOT_PASSWORD=password \
-v /data:/data \
minio/minio server /data --console-address ":9001"
# Configure mc client
mc alias set myminio http://localhost:9000 admin password
mc mb myminio/mybucket
```json
{
"Rules": [
{
"ID": "TransitionLogsToIA",
"Filter": { "Prefix": "logs/" },
"Status": "Enabled",
"Transitions": [
{
"Days": 30,
"StorageClass": "STANDARD_IA"
},
{
"Days": 90,
"StorageClass": "GLACIER"
}
],
"Expiration": {
"Days": 365
}
},
{
"ID": "CleanupIncompleteUploads",
"Filter": { "Prefix": "" },
"Status": "Enabled",
"AbortIncompleteMultipartUpload": {
"DaysAfterInitiation": 7
}
},
{
"ID": "ExpireOldVersions",
"Filter": { "Prefix": "" },
"Status": "Enabled",
"NoncurrentVersionExpiration": {
"NoncurrentDays": 30
}
}
]
}
```
## Best Practices
```bash
# View current lifecycle rules
aws s3api get-bucket-lifecycle-configuration --bucket my-app-assets-prod
- Enable versioning
- Implement lifecycle policies
- Use server-side encryption
- Configure access logging
- Implement bucket policies
# Enable S3 access logging
aws s3api put-bucket-logging --bucket my-app-assets-prod --bucket-logging-status '{
"LoggingEnabled": {
"TargetBucket": "my-app-logs",
"TargetPrefix": "s3-access-logs/"
}
}'
```
## MinIO Self-Hosted Setup
### Docker Deployment
```bash
# Single-node MinIO with persistent storage
docker run -d \
--name minio \
--restart unless-stopped \
-p 9000:9000 \
-p 9001:9001 \
-e MINIO_ROOT_USER=minioadmin \
-e MINIO_ROOT_PASSWORD=minio-secret-key-change-me \
-v /data/minio:/data \
minio/minio server /data --console-address ":9001"
```
### Docker Compose (Multi-Drive)
```yaml
# docker-compose.yml
version: "3.8"
services:
minio:
image: minio/minio:latest
command: server /data{1...4} --console-address ":9001"
environment:
MINIO_ROOT_USER: minioadmin
MINIO_ROOT_PASSWORD: minio-secret-key-change-me
MINIO_BROWSER_REDIRECT_URL: https://minio-console.example.com
ports:
- "9000:9000"
- "9001:9001"
volumes:
- minio-data1:/data1
- minio-data2:/data2
- minio-data3:/data3
- minio-data4:/data4
healthcheck:
test: ["CMD", "mc", "ready", "local"]
interval: 30s
timeout: 10s
retries: 3
restart: unless-stopped
volumes:
minio-data1:
minio-data2:
minio-data3:
minio-data4:
```
```bash
# Start the stack
docker compose up -d
# Check health
docker compose ps
curl -s http://localhost:9000/minio/health/live
```
### MinIO Client (mc) Commands
```bash
# Install mc
curl -O https://dl.min.io/client/mc/release/linux-amd64/mc
chmod +x mc && mv mc /usr/local/bin/
# Configure an alias for the MinIO server
mc alias set myminio http://localhost:9000 minioadmin minio-secret-key-change-me
# Configure an alias for AWS S3
mc alias set aws https://s3.amazonaws.com AKIAEXAMPLE SECRETKEYEXAMPLE
# Bucket operations
mc mb myminio/app-data
mc mb myminio/backups
mc ls myminio/
# Upload and download
mc cp ./backup.tar.gz myminio/backups/
mc cp myminio/backups/backup.tar.gz ./restore/
# Sync a directory (mirror)
mc mirror ./static/ myminio/app-data/static/
mc mirror --watch ./static/ myminio/app-data/static/ # Continuous sync
# Set bucket policy (download = public read)
mc anonymous set download myminio/app-data/static
# Set a specific policy from JSON
mc anonymous set-json policy.json myminio/app-data
# Enable versioning
mc version enable myminio/app-data
# Set lifecycle rule: expire objects in tmp/ after 7 days
mc ilm rule add --expiry-days 7 --prefix "tmp/" myminio/app-data
# List lifecycle rules
mc ilm rule ls myminio/app-data
# Create a service account (for applications)
mc admin user svcacct add myminio minioadmin --access-key myapp-key --secret-key myapp-secret
# View server info and disk usage
mc admin info myminio
# Check bucket disk usage
mc du myminio/app-data
# Set a notification target (webhook on object creation)
mc event add myminio/app-data arn:minio:sqs::myqueue:webhook --event put
mc event ls myminio/app-data
```
## Troubleshooting
| Symptom | Diagnostic Command | Common Fix |
|---|---|---|
| Access Denied on S3 | `aws s3api get-bucket-policy --bucket name` | Check IAM policy, bucket policy, and block public access settings |
| Slow uploads | `aws s3 cp --debug` | Use multipart: `aws configure set s3.multipart_threshold 64MB` |
| 403 on pre-signed URL | Check clock skew, URL expiry | Sync system clock with NTP; regenerate URL |
| MinIO unhealthy | `mc admin info myminio` | Check disk space, container logs, port availability |
| Lifecycle rules not applying | `aws s3api get-bucket-lifecycle-configuration` | Rules run once per day; check Filter prefix matches |
| Objects not versioned | `aws s3api get-bucket-versioning` | Enable versioning; it does not apply retroactively |
| mc: connection refused | `mc alias ls` | Verify endpoint URL, port, and credentials |
| Large sync is slow | Monitor with `mc mirror --watch` | Use `--multi-thread` flag, increase bandwidth |
## Related Skills
- `block-storage` -- Underlying disk storage for MinIO data volumes
- `backup-recovery` -- Using S3/MinIO as a backup destination with restic
- `nfs-storage` -- Alternative shared storage for file-level access
- `linux-administration` -- Server setup and maintenance for MinIO hosts