doc/en_US.ISO8859-1/books/handbook/disks/chapter.xml
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<?xml version="1.0" encoding="iso-8859-1"?>
<!--
The FreeBSD Documentation Project
$FreeBSD$
-->
<chapter xmlns="http://docbook.org/ns/docbook"
xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0"
xml:id="disks">
<title>Storage</title>
<sect1 xml:id="disks-synopsis">
<title>Synopsis</title>
<para>This chapter covers the use of disks in &os;. This includes
memory-backed disks, network-attached disks, standard SCSI/IDE
storage devices, and devices using the <acronym>USB</acronym>
interface.</para>
<para>After reading this chapter, you will know:</para>
<itemizedlist>
<listitem>
<para>The terminology &os; uses to describe the organization
of data on a physical disk.</para>
</listitem>
<listitem>
<para>How to add additional hard disks to a &os;
system.</para>
</listitem>
<listitem>
<para>How to configure &os; to use <acronym>USB</acronym>
storage devices.</para>
</listitem>
<listitem>
<para>How to set up virtual file systems, such as memory
disks.</para>
</listitem>
<listitem>
<para>How to use quotas to limit disk space usage.</para>
</listitem>
<listitem>
<para>How to encrypt disks to secure them against
attackers.</para>
</listitem>
<listitem>
<para>How to create and burn <acronym>CD</acronym>s and
<acronym>DVD</acronym>s on &os;.</para>
</listitem>
<listitem>
<para>How to use the backup programs available under
&os;.</para>
</listitem>
<listitem>
<para>What file system snapshots are and how to use them
efficiently.</para>
</listitem>
</itemizedlist>
<para>Before reading this chapter, you should:</para>
<itemizedlist>
<listitem>
<para>Know how to <link linkend="kernelconfig">configure and
install a new &os; kernel</link>.</para>
</listitem>
</itemizedlist>
</sect1>
<sect1 xml:id="disks-naming">
<title>Device Names</title>
<para>The following is a list of physical storage devices
supported in &os; and their associated device names.</para>
<table xml:id="disk-naming-physical-table" frame="none">
<title>Physical Disk Naming Conventions</title>
<tgroup cols="2">
<thead>
<row>
<entry>Drive type</entry>
<entry>Drive device name</entry>
</row>
</thead>
<tbody>
<row>
<entry><acronym>IDE</acronym> hard drives</entry>
<entry><literal>ad</literal> or
<literal>ada</literal></entry>
</row>
<row>
<entry><acronym>IDE</acronym> <acronym>CD-ROM</acronym>
drives</entry>
<entry><literal>acd</literal> or
<literal>cd</literal></entry>
</row>
<row>
<entry><acronym>SATA</acronym> hard drives</entry>
<entry><literal>ad</literal> or
<literal>ada</literal></entry>
</row>
<row>
<entry><acronym>SATA</acronym> <acronym>CD-ROM</acronym>
drives</entry>
<entry><literal>acd</literal> or
<literal>cd</literal></entry>
</row>
<row>
<entry><acronym>SCSI</acronym> hard drives and
<acronym>USB</acronym> Mass storage
devices</entry>
<entry><literal>da</literal></entry>
</row>
<row>
<entry><acronym>SCSI</acronym> <acronym>CD-ROM</acronym>
drives</entry>
<entry><literal>cd</literal></entry>
</row>
<row>
<entry>Assorted non-standard <acronym>CD-ROM</acronym>
drives</entry>
<entry><literal>mcd</literal> for Mitsumi
<acronym>CD-ROM</acronym> and
<literal>scd</literal> for Sony
<acronym>CD-ROM</acronym> devices</entry>
</row>
<row>
<entry>Floppy drives</entry>
<entry><literal>fd</literal></entry>
</row>
<row>
<entry><acronym>SCSI</acronym> tape drives</entry>
<entry><literal>sa</literal></entry>
</row>
<row>
<entry><acronym>IDE</acronym> tape drives</entry>
<entry><literal>ast</literal></entry>
</row>
<row>
<entry>Flash drives</entry>
<entry><literal>fla</literal> for &diskonchip; Flash
device</entry>
</row>
<row>
<entry>RAID drives</entry>
<entry><literal>aacd</literal> for &adaptec; AdvancedRAID,
<literal>mlxd</literal> and <literal>mlyd</literal>
for &mylex;,
<literal>amrd</literal> for AMI &megaraid;,
<literal>idad</literal> for Compaq Smart RAID,
<literal>twed</literal> for &tm.3ware; RAID.</entry>
</row>
</tbody>
</tgroup>
</table>
</sect1>
<sect1 xml:id="disks-adding">
<info>
<title>Adding Disks</title>
<authorgroup>
<author>
<personname>
<firstname>David</firstname>
<surname>O'Brien</surname>
</personname>
<contrib>Originally contributed by </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary>disks</primary>
<secondary>adding</secondary>
</indexterm>
<para>This section describes how to add a new
<acronym>SATA</acronym> disk to a machine that currently only
has a single drive. First, turn off the computer and install
the drive in the computer following the instructions of the
computer, controller, and drive manufacturers. Reboot the
system and become
<systemitem class="username">root</systemitem>.</para>
<para>Inspect <filename>/var/run/dmesg.boot</filename> to ensure
the new disk was found. In this example, the newly added
<acronym>SATA</acronym> drive will appear as
<filename>ada1</filename>.</para>
<indexterm><primary>partitions</primary></indexterm>
<indexterm>
<primary><command>gpart</command></primary>
</indexterm>
<para>For this example, a single large partition will be created
on the new disk. The <link
xlink:href="http://en.wikipedia.org/wiki/GUID_Partition_Table">
<acronym>GPT</acronym></link> partitioning scheme will be
used in preference to the older and less versatile
<acronym>MBR</acronym> scheme.</para>
<note>
<para>If the disk to be added is not blank, old partition
information can be removed with
<command>gpart delete</command>. See &man.gpart.8; for
details.</para>
</note>
<para>The partition scheme is created, and then a single partition
is added:</para>
<screen>&prompt.root; <userinput>gpart create -s GPT ada1</userinput>
&prompt.root; <userinput>gpart add -t freebsd-ufs ada1</userinput></screen>
<para>Depending on use, several smaller partitions may be desired.
See &man.gpart.8; for options to create partitions smaller than
a whole disk.</para>
<para>A file system is created on the new blank disk:</para>
<screen>&prompt.root; <userinput>newfs -U /dev/ada1p1</userinput></screen>
<para>An empty directory is created as a
<emphasis>mountpoint</emphasis>, a location for mounting the new
disk in the original disk's file system:</para>
<screen>&prompt.root; <userinput>mkdir /newdisk</userinput></screen>
<para>Finally, an entry is added to
<filename>/etc/fstab</filename> so the new disk will be mounted
automatically at startup:</para>
<programlisting>/dev/ada1p1 /newdisk ufs rw 2 2</programlisting>
<para>The new disk can be mounted manually, without restarting the
system:</para>
<screen>&prompt.root; <userinput>mount /newdisk</userinput></screen>
</sect1>
<sect1 xml:id="disks-growing">
<info>
<title>Resizing and Growing Disks</title>
<authorgroup>
<author>
<personname>
<firstname>Allan</firstname>
<surname>Jude</surname>
</personname>
<contrib>Originally contributed by </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary>disks</primary>
<secondary>resizing</secondary>
</indexterm>
<para>A disk's capacity can increase without any changes to the
data already present. This happens commonly with virtual
machines, when the virtual disk turns out to be too small and is
enlarged. Sometimes a disk image is written to a
<acronym>USB</acronym> memory stick, but does not use the full
capacity. Here we describe how to resize or
<emphasis>grow</emphasis> disk contents to take advantage of
increased capacity.</para>
<para>Determine the device name of the disk to be resized by
inspecting <filename>/var/run/dmesg.boot</filename>. In this
example, there is only one <acronym>SATA</acronym> disk in the
system, so the drive will appear as
<filename>ada0</filename>.</para>
<indexterm><primary>partitions</primary></indexterm>
<indexterm>
<primary><command>gpart</command></primary>
</indexterm>
<para>List the partitions on the disk to see the current
configuration:</para>
<screen>&prompt.root; <userinput>gpart show <replaceable>ada0</replaceable></userinput>
=> 34 83886013 ada0 GPT (48G) [CORRUPT]
34 128 1 freebsd-boot (64k)
162 79691648 2 freebsd-ufs (38G)
79691810 4194236 3 freebsd-swap (2G)
83886046 1 - free - (512B)</screen>
<note>
<para>If the disk was formatted with the <link
xlink:href="http://en.wikipedia.org/wiki/GUID_Partition_Table">
<acronym>GPT</acronym></link> partitioning scheme, it may show
as <quote>corrupted</quote> because the <acronym>GPT</acronym>
backup partition table is no longer at the end of the
drive. Fix the backup
partition table with
<command>gpart</command>:</para>
<screen>&prompt.root; <userinput>gpart recover <replaceable>ada0</replaceable></userinput>
ada0 recovered</screen>
</note>
<para>Now the additional space on the disk is available for
use by a new partition, or an existing partition can be
expanded:</para>
<screen>&prompt.root; <userinput>gpart show <replaceable>ada0</replaceable></userinput>
=> 34 102399933 ada0 GPT (48G)
34 128 1 freebsd-boot (64k)
162 79691648 2 freebsd-ufs (38G)
79691810 4194236 3 freebsd-swap (2G)
83886046 18513921 - free - (8.8G)</screen>
<para>Partitions can only be resized into contiguous free space.
Here, the last partition on the disk is the swap partition, but
the second partition is the one that needs to be resized. Swap
partitions only contain temporary data, so it can safely be
unmounted, deleted, and then recreated after resizing other
partitions.</para>
<screen>&prompt.root; <userinput>swapoff <replaceable>/dev/ada0p3</replaceable></userinput>
&prompt.root; <userinput>gpart delete -i <replaceable>3</replaceable> <replaceable>ada0</replaceable></userinput>
ada0p3 deleted
&prompt.root; <userinput>gpart show <replaceable>ada0</replaceable></userinput>
=> 34 102399933 ada0 GPT (48G)
34 128 1 freebsd-boot (64k)
162 79691648 2 freebsd-ufs (38G)
79691810 22708157 - free - (10G)</screen>
<warning>
<para>There is risk of data loss when modifying the partition
table of a mounted file system. It is best to perform the
following steps on an unmounted file system while running from
a live <acronym>CD-ROM</acronym> or <acronym>USB</acronym>
device. However, if absolutely necessary, a mounted file
system can be resized after disabling GEOM safety
features:</para>
<screen>&prompt.root; <userinput>sysctl kern.geom.debugflags=16</userinput></screen>
</warning>
<para>Resize the partition, leaving room to recreate a swap
partition of the desired size. This only modifies the size of
the partition. The file system in the partition will be
expanded in a separate step.</para>
<screen>&prompt.root; <userinput>gpart resize -i <replaceable>2</replaceable> -a 4k -s <replaceable>47G</replaceable> <replaceable>ada0</replaceable></userinput>
ada0p2 resized
&prompt.root; <userinput>gpart show <replaceable>ada0</replaceable></userinput>
=> 34 102399933 ada0 GPT (48G)
34 128 1 freebsd-boot (64k)
162 98566144 2 freebsd-ufs (47G)
98566306 3833661 - free - (1.8G)</screen>
<para>Recreate the swap partition:</para>
<screen>&prompt.root; <userinput>gpart add -t freebsd-swap -a 4k <replaceable>ada0</replaceable></userinput>
ada0p3 added
&prompt.root; <userinput>gpart show <replaceable>ada0</replaceable></userinput>
=> 34 102399933 ada0 GPT (48G)
34 128 1 freebsd-boot (64k)
162 98566144 2 freebsd-ufs (47G)
98566306 3833661 3 freebsd-swap (1.8G)
&prompt.root; <userinput>swapon <replaceable>/dev/ada0p3</replaceable></userinput></screen>
<para>Grow the <acronym>UFS</acronym> file system to use the new
capacity of the resized partition:</para>
<note>
<para>Growing a live <acronym>UFS</acronym> file system is only
possible in &os; 10.0-RELEASE and later. For earlier
versions, the file system must not be mounted.</para>
</note>
<screen>&prompt.root; <userinput>growfs <replaceable>/dev/ada0p2</replaceable></userinput>
Device is mounted read-write; resizing will result in temporary write suspension for /.
It's strongly recommended to make a backup before growing the file system.
OK to grow file system on /dev/ada0p2, mounted on /, from 38GB to 47GB? [Yes/No] <userinput>Yes</userinput>
super-block backups (for fsck -b #) at:
80781312, 82063552, 83345792, 84628032, 85910272, 87192512, 88474752,
89756992, 91039232, 92321472, 93603712, 94885952, 96168192, 97450432</screen>
<para>Both the partition and the file system on it have now been
resized to use the newly-available disk space.</para>
</sect1>
<sect1 xml:id="usb-disks">
<info>
<title><acronym>USB</acronym> Storage Devices</title>
<authorgroup>
<author>
<personname>
<firstname>Marc</firstname>
<surname>Fonvieille</surname>
</personname>
<contrib>Contributed by </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary>USB</primary>
<secondary>disks</secondary>
</indexterm>
<para>Many external storage solutions, such as hard drives,
<acronym>USB</acronym> thumbdrives, and CD/DVD burners, use the
Universal Serial Bus (<acronym>USB</acronym>). &os; provides
support for these devices.</para>
<sect2>
<title>Configuration</title>
<para>The <acronym>USB</acronym> mass storage devices driver,
&man.umass.4;, is built into the <filename>GENERIC</filename>
kernel and provides support for <acronym>USB</acronym> storage
devices. For a custom kernel, be sure that the following
lines are present in the kernel configuration file:</para>
<programlisting>device scbus
device da
device pass
device uhci
device ohci
device ehci
device usb
device umass</programlisting>
<para>Since the &man.umass.4; driver uses the
<acronym>SCSI</acronym> subsystem to access the
<acronym>USB</acronym> storage devices, any
<acronym>USB</acronym> device will be seen as a
<acronym>SCSI</acronym> device by the system. Depending on
the <acronym>USB</acronym> chipset on the motherboard,
<literal>device uhci</literal> or
<literal>device ohci</literal> is used to provide
<acronym>USB</acronym> 1.X support. Support for
<acronym>USB</acronym> 2.0 controllers is provided by
<literal>device ehci</literal>.</para>
<note>
<para>If the <acronym>USB</acronym> device is a
<acronym>CD</acronym> or <acronym>DVD</acronym> burner,
&man.cd.4;, must be added to the kernel via the line:</para>
<programlisting>device cd</programlisting>
<para>Since the burner is seen as a <acronym>SCSI</acronym>
drive, the driver &man.atapicam.4; should not be used in the
kernel configuration.</para>
</note>
</sect2>
<sect2>
<title>Testing the Configuration</title>
<para>To test the <acronym>USB</acronym> configuration, plug in
the <acronym>USB</acronym> device. In the system message
buffer, &man.dmesg.8;, the drive should appear as something
like:</para>
<screen>umass0: USB Solid state disk, rev 1.10/1.00, addr 2
GEOM: create disk da0 dp=0xc2d74850
da0 at umass-sim0 bus 0 target 0 lun 0
da0: &lt;Generic Traveling Disk 1.11&gt; Removable Direct Access SCSI-2 device
da0: 1.000MB/s transfers
da0: 126MB (258048 512 byte sectors: 64H 32S/T 126C)</screen>
<para>The brand, device node (<filename>da0</filename>), and
other details will differ according to the device.</para>
<para>Since the <acronym>USB</acronym> device is seen as a
<acronym>SCSI</acronym> one, <command>camcontrol</command> can
be used to list the <acronym>USB</acronym> storage devices
attached to the system:</para>
<screen>&prompt.root; <userinput>camcontrol devlist</userinput>
&lt;Generic Traveling Disk 1.11&gt; at scbus0 target 0 lun 0 (da0,pass0)</screen>
<para>If the drive comes with a file system, it can be mounted.
Refer to <xref linkend="disks-adding"/> for instructions on
how to format and create partitions on the
<acronym>USB</acronym> drive.</para>
<warning>
<para>Allowing untrusted users to mount arbitrary media, by
enabling <varname>vfs.usermount</varname> as
described below, should not be considered safe from a
security point of view. Most file systems in &os; were not
built to safeguard against malicious devices.</para>
</warning>
<para>To make the device mountable as a normal user, one
solution is to make all users of the device a member of the
<systemitem class="groupname">operator</systemitem> group
using &man.pw.8;. Next, ensure that the <systemitem
class="groupname">operator</systemitem> group is able to
read and write the device by adding these lines to
<filename>/etc/devfs.rules</filename>:</para>
<programlisting>[localrules=5]
add path 'da*' mode 0660 group operator</programlisting>
<note>
<para>If <acronym>SCSI</acronym> disks are installed in the
system, change the second line as follows:</para>
<programlisting>add path 'da[3-9]*' mode 0660 group operator</programlisting>
<para>This will exclude the first three
<acronym>SCSI</acronym> disks (<filename>da0</filename> to
<filename>da2</filename>)from belonging to the <systemitem
class="groupname">operator</systemitem> group.</para>
</note>
<para>Next, enable the &man.devfs.rules.5; ruleset in
<filename>/etc/rc.conf</filename>:</para>
<programlisting>devfs_system_ruleset="localrules"</programlisting>
<para>Next, instruct the running kernel to allow regular users
to mount file systems. The easiest way is to add the
following line to
<filename>/etc/sysctl.conf</filename>:</para>
<programlisting>vfs.usermount=1</programlisting>
<para>Since this only takes effect after the next reboot use
&man.sysctl.8; to set this variable now.</para>
<para>The final step is to create a directory where the file
system is to be mounted. This directory needs to be owned by
the user that is to mount the file system. One way to do that
is for <systemitem class="username">root</systemitem> to
create a subdirectory owned by that user as <filename
class="directory">/mnt/<replaceable>username</replaceable></filename>.
In the following example, replace
<replaceable>username</replaceable> with the login name of the
user and <replaceable>usergroup</replaceable> with the user's
primary group:</para>
<screen>&prompt.root; <userinput>mkdir /mnt/<replaceable>username</replaceable></userinput>
&prompt.root; <userinput>chown <replaceable>username</replaceable>:<replaceable>usergroup</replaceable> /mnt/<replaceable>username</replaceable></userinput></screen>
<para>Suppose a <acronym>USB</acronym> thumbdrive is plugged in,
and a device <filename>/dev/da0s1</filename> appears. If the
device is preformatted with a FAT file system, it can be
mounted using:</para>
<screen>&prompt.user; <userinput>mount -t msdosfs -o -m=644,-M=755 /dev/da0s1 /mnt/<replaceable>username</replaceable></userinput></screen>
<para>Before the device can be unplugged, it
<emphasis>must</emphasis> be unmounted first. After device
removal, the system message buffer will show messages similar
to the following:</para>
<screen>umass0: at uhub0 port 1 (addr 2) disconnected
(da0:umass-sim0:0:0:0): lost device
(da0:umass-sim0:0:0:0): removing device entry
GEOM: destroy disk da0 dp=0xc2d74850
umass0: detached</screen>
</sect2>
<sect2>
<title>Further Reading</title>
<para>Beside the <link linkend="disks-adding">Adding
Disks</link> and <link linkend="mount-unmount">Mounting and
Unmounting File Systems</link> sections, reading various
manual pages may also be useful: &man.umass.4;,
&man.camcontrol.8;, and &man.usbconfig.8; under &os;&nbsp; 8.X
or &man.usbdevs.8; under earlier versions of &os;.</para>
</sect2>
</sect1>
<sect1 xml:id="creating-cds">
<info>
<title>Creating and Using <acronym>CD</acronym> Media</title>
<authorgroup>
<author>
<personname>
<firstname>Mike</firstname>
<surname>Meyer</surname>
</personname>
<contrib>Contributed by </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary><acronym>CD-ROM</acronym>s</primary>
<secondary>creating</secondary>
</indexterm>
<para><acronym>CD</acronym> media provide a number of features
that differentiate them from conventional disks. Initially,
they were not writable by the user. They are designed so that
they can be read continuously without delays to move the head
between tracks. They are also much easier to transport
between systems.</para>
<para><acronym>CD</acronym> media do have tracks, but this refers
to a section of data to be read continuously and not a physical
property of the disk. For example, to produce a
<acronym>CD</acronym> on &os;, prepare the data files that are
going to make up the tracks on the <acronym>CD</acronym>, then
write the tracks to the <acronym>CD</acronym>.</para>
<indexterm><primary>ISO 9660</primary></indexterm>
<indexterm>
<primary>file systems</primary>
<secondary>ISO 9660</secondary>
</indexterm>
<para>The ISO 9660 file system was designed to deal with these
differences. To overcome the original file system limits, it
provides an extension mechanism that allows properly written
<acronym>CD</acronym>s to exceed those limits while still
working with systems that do not support those
extensions.</para>
<indexterm>
<primary><package>sysutils/cdrtools</package></primary>
</indexterm>
<para>The <package>sysutils/cdrtools</package> port includes
&man.mkisofs.8;, a program that can be used to produce a data
file containing an ISO 9660 file system. It has options that
support various extensions, and is described below.</para>
<indexterm>
<primary><acronym>CD</acronym> burner</primary>
<secondary><acronym>ATAPI</acronym></secondary>
</indexterm>
<para>Which tool to use to burn the <acronym>CD</acronym> depends
on whether the <acronym>CD</acronym> burner is
<acronym>ATAPI</acronym> or something else.
<acronym>ATAPI</acronym> <acronym>CD</acronym> burners use
<command>burncd</command> which is part of the base system.
<acronym>SCSI</acronym> and <acronym>USB</acronym>
<acronym>CD</acronym> burners should use
<command>cdrecord</command> from the
<package>sysutils/cdrtools</package> port. It is also possible
to use <command>cdrecord</command> and other tools for
<acronym>SCSI</acronym> drives on <acronym>ATAPI</acronym>
hardware with the <link linkend="atapicam">ATAPI/CAM
module</link>.</para>
<para>For <acronym>CD</acronym> burning software with a graphical
user interface, consider <application>X-CD-Roast</application>
or <application>K3b</application>. These tools are available as
packages or from the <package>sysutils/xcdroast</package> and
<package>sysutils/k3b</package> ports.
<application>X-CD-Roast</application> and
<application>K3b</application> require the <link
linkend="atapicam">ATAPI/CAM module</link> with
<acronym>ATAPI</acronym> hardware.</para>
<sect2 xml:id="mkisofs">
<title><application>mkisofs</application></title>
<para>The <package>sysutils/cdrtools</package>
port also installs &man.mkisofs.8;, which produces an ISO 9660
file system that is an image of a directory tree in the &unix;
file system name space. The simplest usage is:</para>
<screen>&prompt.root; <userinput>mkisofs -o <replaceable>imagefile.iso</replaceable> <replaceable>/path/to/tree</replaceable></userinput></screen>
<indexterm>
<primary>file systems</primary>
<secondary>ISO 9660</secondary>
</indexterm>
<para>This command creates an
<replaceable>imagefile.iso</replaceable> containing an ISO
9660 file system that is a copy of the tree at
<replaceable>/path/to/tree</replaceable>. In the process, it
maps the file names to names that fit the limitations of
the standard ISO 9660 file system, and will exclude files that
have names uncharacteristic of ISO file systems.</para>
<indexterm>
<primary>file systems</primary>
<secondary>HFS</secondary>
</indexterm>
<indexterm>
<primary>file systems</primary>
<secondary>Joliet</secondary>
</indexterm>
<para>A number of options are available to overcome these
restrictions. In particular, <option>-R</option> enables the
Rock Ridge extensions common to &unix; systems,
<option>-J</option> enables Joliet extensions used by
Microsoft systems, and <option>-hfs</option> can be used to
create HFS file systems used by &macos;.</para>
<para>For <acronym>CD</acronym>s that are going to be used only
on &os; systems, <option>-U</option> can be used to disable
all filename restrictions. When used with
<option>-R</option>, it produces a file system image that is
identical to the specified &os; tree, though it may violate
the ISO 9660 standard in a number of ways.</para>
<indexterm>
<primary><acronym>CD-ROM</acronym>s</primary>
<secondary>creating bootable</secondary>
</indexterm>
<para>The last option of general use is <option>-b</option>.
This is used to specify the location of the boot image for use
in producing an <quote>El Torito</quote> bootable
<acronym>CD</acronym>. This option takes an argument which is
the path to a boot image from the top of the tree being
written to the <acronym>CD</acronym>. By default,
&man.mkisofs.8; creates an ISO image in <quote>floppy disk
emulation</quote> mode, and thus expects the boot image to
be exactly 1200, 1440 or 2880&nbsp;KB in size. Some boot
loaders, like the one used by the &os; distribution disks, do
not use emulation mode. In this case,
<option>-no-emul-boot</option> should be used. So, if
<filename>/tmp/myboot</filename> holds a bootable &os; system
with the boot image in
<filename>/tmp/myboot/boot/cdboot</filename>, this command
would produce the image of an ISO 9660 file system as
<filename>/tmp/bootable.iso</filename>:</para>
<screen>&prompt.root; <userinput>mkisofs -R -no-emul-boot -b boot/cdboot -o /tmp/bootable.iso /tmp/myboot</userinput></screen>
<para>If <filename>md</filename> is configured in the
kernel, the file system can be mounted as a memory disk
with:</para>
<screen>&prompt.root; <userinput>mdconfig -a -t vnode -f /tmp/bootable.iso -u 0</userinput>
&prompt.root; <userinput>mount -t cd9660 /dev/md0 /mnt</userinput></screen>
<para>One can then verify that <filename>/mnt</filename> and
<filename>/tmp/myboot</filename> are identical.</para>
<para>There are many other options available for
&man.mkisofs.8; to fine-tune its behavior. Refer to
&man.mkisofs.8; for details.</para>
</sect2>
<sect2 xml:id="burncd">
<title><application>burncd</application></title>
<indexterm>
<primary><acronym>CD-ROM</acronym>s</primary>
<secondary>burning</secondary>
</indexterm>
<para>For an <acronym>ATAPI</acronym> <acronym>CD</acronym>
burner, <command>burncd</command> can be used to burn an ISO
image onto a <acronym>CD</acronym>.
<command>burncd</command> is part of the base system,
installed as <filename>/usr/sbin/burncd</filename>. Usage is
very simple, as it has few options:</para>
<screen>&prompt.root; <userinput>burncd -f <replaceable>cddevice</replaceable> data <replaceable>imagefile.iso</replaceable> fixate</userinput></screen>
<para>This command will burn a copy of
<replaceable>imagefile.iso</replaceable> on
<replaceable>cddevice</replaceable>. The default device is
<filename>/dev/acd0</filename>. See &man.burncd.8; for
options to set the write speed, eject the
<acronym>CD</acronym> after burning, and write audio
data.</para>
</sect2>
<sect2 xml:id="cdrecord">
<title><application>cdrecord</application></title>
<para>For systems without an <acronym>ATAPI</acronym>
<acronym>CD</acronym> burner, <command>cdrecord</command> can
be used to burn <acronym>CD</acronym>s.
<command>cdrecord</command> is not part of the base system and
must be installed from either the
<package>sysutils/cdrtools</package> package or port. Changes
to the base system can cause binary versions of this program
to fail, possibly resulting in a <quote>coaster</quote>. It
is recommended to either upgrade the port when the system is
upgraded, or for users <link linkend="stable">tracking
-STABLE</link>, to upgrade the port when a new version
becomes available.</para>
<para>While <command>cdrecord</command> has many options, basic
usage is simple. Burning an ISO 9660 image is done
with:</para>
<screen>&prompt.root; <userinput>cdrecord dev=<replaceable>device</replaceable> <replaceable>imagefile.iso</replaceable></userinput></screen>
<para>The tricky part of using <command>cdrecord</command> is
finding the <option>dev</option> to use. To find the proper
setting, use <option>-scanbus</option> which might produce
results like this:</para>
<indexterm>
<primary><acronym>CD-ROM</acronym>s</primary>
<secondary>burning</secondary>
</indexterm>
<screen>&prompt.root; <userinput>cdrecord -scanbus</userinput>
Cdrecord-Clone 2.01 (i386-unknown-freebsd7.0) Copyright (C) 1995-2004 J&ouml;rg Schilling
Using libscg version 'schily-0.1'
scsibus0:
0,0,0 0) 'SEAGATE ' 'ST39236LW ' '0004' Disk
0,1,0 1) 'SEAGATE ' 'ST39173W ' '5958' Disk
0,2,0 2) *
0,3,0 3) 'iomega ' 'jaz 1GB ' 'J.86' Removable Disk
0,4,0 4) 'NEC ' 'CD-ROM DRIVE:466' '1.26' Removable CD-ROM
0,5,0 5) *
0,6,0 6) *
0,7,0 7) *
scsibus1:
1,0,0 100) *
1,1,0 101) *
1,2,0 102) *
1,3,0 103) *
1,4,0 104) *
1,5,0 105) 'YAMAHA ' 'CRW4260 ' '1.0q' Removable CD-ROM
1,6,0 106) 'ARTEC ' 'AM12S ' '1.06' Scanner
1,7,0 107) *</screen>
<para>This lists the appropriate <option>dev</option> value for
the devices on the list. Locate the <acronym>CD</acronym>
burner, and use the three numbers separated by commas as the
value for <option>dev</option>. In this case, the CRW device
is 1,5,0, so the appropriate input is
<option>dev=1,5,0</option>. Refer to &man.cdrecord.1; for
easier ways to specify this value and for information on
writing audio tracks and controlling the write speed.</para>
</sect2>
<sect2 xml:id="duplicating-audiocds">
<title>Duplicating Audio <acronym>CD</acronym>s</title>
<para>To duplicate an audio <acronym>CD</acronym>, extract the
audio data from the <acronym>CD</acronym> to a series of
files, then write these files to a blank
<acronym>CD</acronym>. The process is slightly different for
<acronym>ATAPI</acronym> and <acronym>SCSI</acronym>
drives.</para>
<procedure>
<title><acronym>SCSI</acronym> Drives</title>
<step>
<para>Use <command>cdda2wav</command> to extract the
audio:</para>
<screen>&prompt.user; <userinput>cdda2wav -vall -D2,0 -B -Owav</userinput></screen>
</step>
<step>
<para>Use <command>cdrecord</command> to write the
<filename>.wav</filename> files:</para>
<screen>&prompt.user; <userinput>cdrecord -v dev=<replaceable>2,0</replaceable> -dao -useinfo *.wav</userinput></screen>
<para>Make sure that <replaceable>2,0</replaceable> is set
appropriately, as described in <xref
linkend="cdrecord"/>.</para>
</step>
</procedure>
<procedure>
<title><acronym>ATAPI</acronym> Drives</title>
<note>
<para>With the help of the <link
linkend="atapicam">ATAPI/CAM module</link>,
<command>cdda2wav</command> can also be used on
<acronym>ATAPI</acronym> drives. This tool is usually a
better choice for most of users, as it supports jitter
correction and endianness, than the method proposed
below.</para>
</note>
<step>
<para>The <acronym>ATAPI</acronym> <acronym>CD</acronym>
driver makes each track available as
<filename>/dev/acd<replaceable>d</replaceable>t<replaceable>nn</replaceable></filename>,
where <replaceable>d</replaceable> is the drive number,
and <replaceable>nn</replaceable> is the track number
written with two decimal digits, prefixed with zero as
needed. So the first track on the first disk is
<filename>/dev/acd0t01</filename>, the second is
<filename>/dev/acd0t02</filename>, the third is
<filename>/dev/acd0t03</filename>, and so on.</para>
<para>Make sure the appropriate files exist in
<filename>/dev</filename>. If the entries are missing,
force the system to retaste the media:</para>
<screen>&prompt.root; <userinput>dd if=/dev/acd0 of=/dev/null count=1</userinput></screen>
</step>
<step>
<para>Extract each track using &man.dd.1;, making sure to
specify a block size when extracting the files:</para>
<screen>&prompt.root; <userinput>dd if=/dev/acd0t01 of=track1.cdr bs=2352</userinput>
&prompt.root; <userinput>dd if=/dev/acd0t02 of=track2.cdr bs=2352</userinput>
...</screen>
</step>
<step>
<para>Burn the extracted files to disk using
<command>burncd</command>. Specify that these are audio
files, and that <command>burncd</command> should fixate
the disk when finished:</para>
<screen>&prompt.root; <userinput>burncd -f <replaceable>/dev/acd0</replaceable> audio track1.cdr track2.cdr <replaceable>...</replaceable> fixate</userinput></screen>
</step>
</procedure>
</sect2>
<sect2 xml:id="imaging-cd">
<title>Duplicating Data <acronym>CD</acronym>s</title>
<para>It is possible to copy a data <acronym>CD</acronym> to an
image file that is functionally equivalent to the image file
created with &man.mkisofs.8;, and then use it to duplicate any
data <acronym>CD</acronym>. The example given here assumes
that the <acronym>CD-ROM</acronym> device is
<filename>acd0</filename>. Substitute the correct
<acronym>CD-ROM</acronym> device.</para>
<screen>&prompt.root; <userinput>dd if=/dev/acd0 of=file.iso bs=2048</userinput></screen>
<para>Now that there is an image, it can be burned to
<acronym>CD</acronym> as described above.</para>
</sect2>
<sect2 xml:id="mounting-cd">
<title>Using Data <acronym>CD</acronym>s</title>
<para>It is possible to mount and read the data on a standard
data <acronym>CD</acronym>. By default, &man.mount.8; assumes
that a file system is of type <literal>ufs</literal>. Running
this command:</para>
<screen>&prompt.root; <userinput>mount /dev/cd0 /mnt</userinput></screen>
<para>will generate an error about <errorname>Incorrect super
block</errorname>, and will fail to mount the
<acronym>CD</acronym>. The <acronym>CD</acronym> does not use
the <literal>UFS</literal> file system, so attempts to mount
it as such will fail. Instead, tell &man.mount.8; that the
file system is of type <literal>ISO9660</literal> by
specifying <option>-t cd9660</option> to &man.mount.8;. For
example, to mount the <acronym>CD-ROM</acronym> device,
<filename>/dev/cd0</filename>, under
<filename>/mnt</filename>, use:</para>
<screen>&prompt.root; <userinput>mount -t cd9660 /dev/cd0 /mnt</userinput></screen>
<para>Replace <filename>/dev/cd0</filename> with the device
name for the <acronym>CD</acronym> device. Also,
<option>-t cd9660</option> executes &man.mount.cd9660.8;,
meaning the above command is equivalent to:</para>
<screen>&prompt.root; <userinput>mount_cd9660 /dev/cd0 /mnt</userinput></screen>
<para>While data <acronym>CD-ROM</acronym>s from any vendor can
be mounted this way, disks with certain ISO 9660 extensions
might behave oddly. For example, Joliet disks store all
filenames in two-byte Unicode characters. The &os; kernel
does not speak Unicode, but the &os; CD9660 driver is able to
convert Unicode characters on the fly. If some non-English
characters show up as question marks, specify the local
charset with <option>-C</option>. For more information, refer
to &man.mount.cd9660.8;.</para>
<note>
<para>In order to do this character conversion with the help
of <option>-C</option>, the kernel requires the
<filename>cd9660_iconv.ko</filename> module to be loaded.
This can be done either by adding this line to
<filename>loader.conf</filename>:</para>
<programlisting>cd9660_iconv_load="YES"</programlisting>
<para>and then rebooting the machine, or by directly loading
the module with &man.kldload.8;.</para>
</note>
<para>Occasionally, <errorname>Device not configured</errorname>
will be displayed when trying to mount a
<acronym>CD-ROM</acronym>. This usually means that the
<acronym>CD-ROM</acronym> drive thinks that there is no disk
in the tray, or that the drive is not visible on the bus. It
can take a couple of seconds for a <acronym>CD-ROM</acronym>
drive to realize that a media is present, so be
patient.</para>
<para>Sometimes, a <acronym>SCSI</acronym>
<acronym>CD-ROM</acronym> may be missed because it did not
have enough time to answer the bus reset. To resolve this,
add the following option to the kernel configuration and
<link linkend="kernelconfig-building">rebuild the
kernel</link>.</para>
<programlisting>options SCSI_DELAY=15000</programlisting>
<para>This tells the <acronym>SCSI</acronym> bus to pause 15
seconds during boot, to give the <acronym>CD-ROM</acronym>
drive every possible chance to answer the bus reset.</para>
</sect2>
<sect2 xml:id="rawdata-cd">
<title>Burning Raw Data CDs</title>
<para>It is possible to burn a file directly to
<acronym>CD</acronym>, without creating an ISO 9660 file
system. Some people do this for backup purposes. This
command runs more quickly than burning a standard
<acronym>CD</acronym>:</para>
<screen>&prompt.root; <userinput>burncd -f /dev/acd1 -s 12 data archive.tar.gz fixate</userinput></screen>
<para>In order to retrieve the data burned to such a
<acronym>CD</acronym>, the data must be read from the raw
device node:</para>
<screen>&prompt.root; <userinput>tar xzvf /dev/acd1</userinput></screen>
<para>This type of disk can not be mounted as a normal
<acronym>CD-ROM</acronym> and the data cannot be read under
any operating system except &os;. In order to mount the
<acronym>CD</acronym>, or to share the data with another
operating system, &man.mkisofs.8; must be used as described
above.</para>
</sect2>
<sect2 xml:id="atapicam">
<info>
<title>Using the ATAPI/CAM Driver</title>
<authorgroup>
<author>
<personname>
<firstname>Marc</firstname>
<surname>Fonvieille</surname>
</personname>
<contrib>Contributed by </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary><acronym>CD</acronym> burner</primary>
<secondary>ATAPI/CAM driver</secondary>
</indexterm>
<para>This driver allows <acronym>ATAPI</acronym> devices, such
as CD/DVD drives, to be accessed through the
<acronym>SCSI</acronym> subsystem, and so allows the use of
applications like <package>sysutils/cdrdao</package> or
&man.cdrecord.1;.</para>
<para>To use this driver, add the following line to
<filename>/boot/loader.conf</filename>:</para>
<programlisting>atapicam_load="YES"</programlisting>
<para>then, reboot the system.</para>
<note>
<para>Users who prefer to statically compile &man.atapicam.4;
support into the kernel, should add this line to the
kernel configuration file:</para>
<programlisting>device atapicam</programlisting>
<para>Ensure the following lines are still in the kernel
configuration file:</para>
<programlisting>device ata
device scbus
device cd
device pass</programlisting>
<para>Then rebuild, install the new kernel, and reboot the
machine.</para>
</note>
<para>During the boot process, the burner should show up, like
so:</para>
<screen>acd0: CD-RW &lt;MATSHITA CD-RW/DVD-ROM UJDA740&gt; at ata1-master PIO4
cd0 at ata1 bus 0 target 0 lun 0
cd0: &lt;MATSHITA CDRW/DVD UJDA740 1.00&gt; Removable CD-ROM SCSI-0 device
cd0: 16.000MB/s transfers
cd0: Attempt to query device size failed: NOT READY, Medium not present - tray closed</screen>
<para>The drive can now be accessed via the
<filename>/dev/cd0</filename> device name. For example, to
mount a <acronym>CD-ROM</acronym> on
<filename>/mnt</filename>, type the following:</para>
<screen>&prompt.root; <userinput>mount -t cd9660 <replaceable>/dev/cd0</replaceable> /mnt</userinput></screen>
<para>As <systemitem class="username">root</systemitem>, run the
following command to get the <acronym>SCSI</acronym> address
of the burner:</para>
<screen>&prompt.root; <userinput>camcontrol devlist</userinput>
&lt;MATSHITA CDRW/DVD UJDA740 1.00&gt; at scbus1 target 0 lun 0 (pass0,cd0)</screen>
<para>In this example, <literal>1,0,0</literal> is the
<acronym>SCSI</acronym> address to use with &man.cdrecord.1;
and other <acronym>SCSI</acronym> applications.</para>
<para>For more information about ATAPI/CAM and
<acronym>SCSI</acronym> system, refer to &man.atapicam.4; and
&man.cam.4;.</para>
</sect2>
</sect1>
<sect1 xml:id="creating-dvds">
<info>
<title>Creating and Using <acronym>DVD</acronym> Media</title>
<authorgroup>
<author>
<personname>
<firstname>Marc</firstname>
<surname>Fonvieille</surname>
</personname>
<contrib>Contributed by </contrib>
</author>
</authorgroup>
<authorgroup>
<author>
<personname>
<firstname>Andy</firstname>
<surname>Polyakov</surname>
</personname>
<contrib>With inputs from </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary><acronym>DVD</acronym></primary>
<secondary>burning</secondary>
</indexterm>
<para>Compared to the <acronym>CD</acronym>, the
<acronym>DVD</acronym> is the next generation of optical media
storage technology. The <acronym>DVD</acronym> can hold more
data than any <acronym>CD</acronym> and is the standard for
video publishing.</para>
<para>Five physical recordable formats can be defined for a
recordable <acronym>DVD</acronym>:</para>
<itemizedlist>
<listitem>
<para>DVD-R: This was the first <acronym>DVD</acronym>
recordable format available. The DVD-R standard is defined
by the <link
xlink:href="http://www.dvdforum.com/forum.shtml"><acronym>DVD</acronym>
Forum</link>. This format is write once.</para>
</listitem>
<listitem>
<para><acronym>DVD-RW</acronym>: This is the rewritable
version of the DVD-R standard. A
<acronym>DVD-RW</acronym> can be rewritten about 1000
times.</para>
</listitem>
<listitem>
<para><acronym>DVD-RAM</acronym>: This is a rewritable format
which can be seen as a removable hard drive. However, this
media is not compatible with most
<acronym>DVD-ROM</acronym> drives and DVD-Video players as
only a few <acronym>DVD</acronym> writers support the
<acronym>DVD-RAM</acronym> format. Refer to <xref
linkend="creating-dvd-ram"/> for more information on
<acronym>DVD-RAM</acronym> use.</para>
</listitem>
<listitem>
<para><acronym>DVD+RW</acronym>: This is a rewritable format
defined by the <link
xlink:href="http://www.dvdrw.com/"><acronym>DVD+RW</acronym>
Alliance</link>. A <acronym>DVD+RW</acronym> can be
rewritten about 1000 times.</para>
</listitem>
<listitem>
<para>DVD+R: This format is the write once variation of the
<acronym>DVD+RW</acronym> format.</para>
</listitem>
</itemizedlist>
<para>A single layer recordable <acronym>DVD</acronym> can hold up
to 4,700,000,000&nbsp;bytes which is actually 4.38&nbsp;GB or
4485&nbsp;MB as 1 kilobyte is 1024 bytes.</para>
<note>
<para>A distinction must be made between the physical media and
the application. For example, a DVD-Video is a specific file
layout that can be written on any recordable
<acronym>DVD</acronym> physical media such as DVD-R, DVD+R, or
<acronym>DVD-RW</acronym>. Before choosing the type of media,
ensure that both the burner and the DVD-Video player are
compatible with the media under consideration.</para>
</note>
<sect2>
<title>Configuration</title>
<para>To perform <acronym>DVD</acronym> recording, use
&man.growisofs.1;. This command is part of the
<package>sysutils/dvd+rw-tools</package> utilities which
support all <acronym>DVD</acronym> media types.</para>
<para>These tools use the <acronym>SCSI</acronym> subsystem to
access the devices, therefore <link
linkend="atapicam">ATAPI/CAM support</link> must be loaded
or statically compiled into the kernel. This support is not
needed if the burner uses the <acronym>USB</acronym>
interface. Refer to <xref linkend="usb-disks"/> for more
details on <acronym>USB</acronym> device configuration.</para>
<para>DMA access must also be enabled for
<acronym>ATAPI</acronym> devices, by adding the following line
to <filename>/boot/loader.conf</filename>:</para>
<programlisting>hw.ata.atapi_dma="1"</programlisting>
<para>Before attempting to use
<application>dvd+rw-tools</application>, consult the <link
xlink:href="http://fy.chalmers.se/~appro/linux/DVD+RW/hcn.html">Hardware
Compatibility Notes</link>.</para>
<note>
<para>For a graphical user interface, consider using
<package>sysutils/k3b</package> which provides a user
friendly interface to &man.growisofs.1; and many other
burning tools.</para>
</note>
</sect2>
<sect2>
<title>Burning Data <acronym>DVD</acronym>s</title>
<para>Since &man.growisofs.1; is a front-end to <link
linkend="mkisofs">mkisofs</link>, it will invoke
&man.mkisofs.8; to create the file system layout and perform
the write on the <acronym>DVD</acronym>. This means that an
image of the data does not need to be created before the
burning process.</para>
<para>To burn to a DVD+R or a DVD-R the data in
<filename>/path/to/data</filename>, use the following
command:</para>
<screen>&prompt.root; <userinput>growisofs -dvd-compat -Z <replaceable>/dev/cd0</replaceable> -J -R <replaceable>/path/to/data</replaceable></userinput></screen>
<para>In this example, <option>-J -R</option> is passed to
&man.mkisofs.8; to create an ISO 9660 file system with Joliet
and Rock Ridge extensions. Refer to &man.mkisofs.8; for more
details.</para>
<para>For the initial session recording, <option>-Z</option> is
used for both single and multiple sessions. Replace
<replaceable>/dev/cd0</replaceable>, with the name of the
<acronym>DVD</acronym> device. Using
<option>-dvd-compat</option> indicates that the disk will be
closed and that the recording will be unappendable. This
should also provide better media compatibility with
<acronym>DVD-ROM</acronym> drives.</para>
<para>To burn a pre-mastered image, such as
<replaceable>imagefile.iso</replaceable>, use:</para>
<screen>&prompt.root; <userinput>growisofs -dvd-compat -Z <replaceable>/dev/cd0</replaceable>=<replaceable>imagefile.iso</replaceable></userinput></screen>
<para>The write speed should be detected and automatically set
according to the media and the drive being used. To force the
write speed, use <option>-speed=</option>. Refer to
&man.growisofs.1; for example usage.</para>
<note>
<para>In order to support working files larger than 4.38GB, an
UDF/ISO-9660 hybrid file system must be created by passing
<option>-udf -iso-level 3</option> to &man.mkisofs.8; and
all related programs, such as &man.growisofs.1;. This is
required only when creating an ISO image file or when
writing files directly to a disk. Since a disk created this
way must be mounted as an UDF file system with
&man.mount.udf.8;, it will be usable only on an UDF aware
operating system. Otherwise it will look as if it contains
corrupted files.</para>
<para>To create this type of ISO file:</para>
<screen>&prompt.user; <userinput>mkisofs -R -J -udf -iso-level 3 -o <replaceable>imagefile.iso</replaceable> <replaceable>/path/to/data</replaceable></userinput></screen>
<para>To burn files directly to a disk:</para>
<screen>&prompt.root; <userinput>growisofs -dvd-compat -udf -iso-level 3 -Z <replaceable>/dev/cd0</replaceable> -J -R <replaceable>/path/to/data</replaceable></userinput></screen>
<para>When an ISO image already contains large files, no
additional options are required for &man.growisofs.1; to
burn that image on a disk.</para>
<para>Be sure to use an up-to-date version of
<package>sysutils/cdrtools</package>, which contains
&man.mkisofs.8;, as an older version may not contain large
files support. If the latest version does not work, install
<package>sysutils/cdrtools-devel</package> and read its
&man.mkisofs.8;.</para>
</note>
</sect2>
<sect2>
<title>Burning a <acronym>DVD</acronym>-Video</title>
<indexterm>
<primary><acronym>DVD</acronym></primary>
<secondary>DVD-Video</secondary>
</indexterm>
<para>A DVD-Video is a specific file layout based on the ISO
9660 and micro-UDF (M-UDF) specifications. Since DVD-Video
presents a specific data structure hierarchy, a particular
program such as <package>multimedia/dvdauthor</package> is
needed to author the <acronym>DVD</acronym>.</para>
<para>If an image of the DVD-Video file system already exists,
it can be burned in the same way as any other image. If
<command>dvdauthor</command> was used to make the
<acronym>DVD</acronym> and the result is in
<filename>/path/to/video</filename>, the following command
should be used to burn the DVD-Video:</para>
<screen>&prompt.root; <userinput>growisofs -Z <replaceable>/dev/cd0</replaceable> -dvd-video <replaceable>/path/to/video</replaceable></userinput></screen>
<para><option>-dvd-video</option> is passed to &man.mkisofs.8;
to instruct it to create a DVD-Video file system layout.
This option implies the <option>-dvd-compat</option>
&man.growisofs.1; option.</para>
</sect2>
<sect2>
<title>Using a <acronym>DVD+RW</acronym></title>
<indexterm>
<primary><acronym>DVD</acronym></primary>
<secondary><acronym>DVD+RW</acronym></secondary>
</indexterm>
<para>Unlike CD-RW, a virgin <acronym>DVD+RW</acronym> needs to
be formatted before first use. It is
<emphasis>recommended</emphasis> to let &man.growisofs.1; take
care of this automatically whenever appropriate. However, it
is possible to use <command>dvd+rw-format</command> to format
the <acronym>DVD+RW</acronym>:</para>
<screen>&prompt.root; <userinput>dvd+rw-format <replaceable>/dev/cd0</replaceable></userinput></screen>
<para>Only perform this operation once and keep in mind that
only virgin <acronym>DVD+RW</acronym> medias need to be
formatted. Once formatted, the <acronym>DVD+RW</acronym> can
be burned as usual.</para>
<para>To burn a totally new file system and not just append some
data onto a <acronym>DVD+RW</acronym>, the media does not need
to be blanked first. Instead, write over the previous
recording like this:</para>
<screen>&prompt.root; <userinput>growisofs -Z <replaceable>/dev/cd0</replaceable> -J -R <replaceable>/path/to/newdata</replaceable></userinput></screen>
<para>The <acronym>DVD+RW</acronym> format supports appending
data to a previous recording. This operation consists of
merging a new session to the existing one as it is not
considered to be multi-session writing. &man.growisofs.1;
will <emphasis>grow</emphasis> the ISO 9660 file system
present on the media.</para>
<para>For example, to append data to a
<acronym>DVD+RW</acronym>, use the following:</para>
<screen>&prompt.root; <userinput>growisofs -M <replaceable>/dev/cd0</replaceable> -J -R <replaceable>/path/to/nextdata</replaceable></userinput></screen>
<para>The same &man.mkisofs.8; options used to burn the
initial session should be used during next writes.</para>
<note>
<para>Use <option>-dvd-compat</option> for better media
compatibility with <acronym>DVD-ROM</acronym> drives. When
using <acronym>DVD+RW</acronym>, this option will not
prevent the addition of data.</para>
</note>
<para>To blank the media, use:</para>
<screen>&prompt.root; <userinput>growisofs -Z <replaceable>/dev/cd0</replaceable>=<replaceable>/dev/zero</replaceable></userinput></screen>
</sect2>
<sect2>
<title>Using a <acronym>DVD-RW</acronym></title>
<indexterm>
<primary><acronym>DVD</acronym></primary>
<secondary><acronym>DVD-RW</acronym></secondary>
</indexterm>
<para>A <acronym>DVD-RW</acronym> accepts two disc formats:
incremental sequential and restricted overwrite. By default,
<acronym>DVD-RW</acronym> discs are in sequential
format.</para>
<para>A virgin <acronym>DVD-RW</acronym> can be directly written
without being formatted. However, a non-virgin
<acronym>DVD-RW</acronym> in sequential format needs to be
blanked before writing a new initial session.</para>
<para>To blank a <acronym>DVD-RW</acronym> in sequential
mode:</para>
<screen>&prompt.root; <userinput>dvd+rw-format -blank=full <replaceable>/dev/cd0</replaceable></userinput></screen>
<note>
<para>A full blanking using <option>-blank=full</option> will
take about one hour on a 1x media. A fast blanking can be
performed using <option>-blank</option>, if the
<acronym>DVD-RW</acronym> will be recorded in Disk-At-Once
(DAO) mode. To burn the <acronym>DVD-RW</acronym> in DAO
mode, use the command:</para>
<screen>&prompt.root; <userinput>growisofs -use-the-force-luke=dao -Z <replaceable>/dev/cd0</replaceable>=<replaceable>imagefile.iso</replaceable></userinput></screen>
<para>Since &man.growisofs.1; automatically attempts to detect
fast blanked media and engage DAO write,
<option>-use-the-force-luke=dao</option> should not be
required.</para>
<para>One should instead use restricted overwrite mode with
any <acronym>DVD-RW</acronym> as this format is more
flexible than the default of incremental sequential.</para>
</note>
<para>To write data on a sequential <acronym>DVD-RW</acronym>,
use the same instructions as for the other
<acronym>DVD</acronym> formats:</para>
<screen>&prompt.root; <userinput>growisofs -Z <replaceable>/dev/cd0</replaceable> -J -R <replaceable>/path/to/data</replaceable></userinput></screen>
<para>To append some data to a previous recording, use
<option>-M</option> with &man.growisofs.1;. However, if data
is appended on a <acronym>DVD-RW</acronym> in incremental
sequential mode, a new session will be created on the disc and
the result will be a multi-session disc.</para>
<para>A <acronym>DVD-RW</acronym> in restricted overwrite format
does not need to be blanked before a new initial session.
Instead, overwrite the disc with <option>-Z</option>. It is
also possible to grow an existing ISO 9660 file system written
on the disc with <option>-M</option>. The result will be a
one-session <acronym>DVD</acronym>.</para>
<para>To put a <acronym>DVD-RW</acronym> in restricted overwrite
format, the following command must be used:</para>
<screen>&prompt.root; <userinput>dvd+rw-format <replaceable>/dev/cd0</replaceable></userinput></screen>
<para>To change back to sequential format, use:</para>
<screen>&prompt.root; <userinput>dvd+rw-format -blank=full <replaceable>/dev/cd0</replaceable></userinput></screen>
</sect2>
<sect2>
<title>Multi-Session</title>
<para>Few <acronym>DVD-ROM</acronym> drives support
multi-session DVDs and most of the time only read the first
session. DVD+R, DVD-R and <acronym>DVD-RW</acronym> in
sequential format can accept multiple sessions. The notion
of multiple sessions does not exist for the
<acronym>DVD+RW</acronym> and the <acronym>DVD-RW</acronym>
restricted overwrite formats.</para>
<para>Using the following command after an initial non-closed
session on a DVD+R, DVD-R, or <acronym>DVD-RW</acronym> in
sequential format, will add a new session to the disc:</para>
<screen>&prompt.root; <userinput>growisofs -M <replaceable>/dev/cd0</replaceable> -J -R <replaceable>/path/to/nextdata</replaceable></userinput></screen>
<para>Using this command with a <acronym>DVD+RW</acronym> or a
<acronym>DVD-RW</acronym> in restricted overwrite mode will
append data while merging the new session to the existing one.
The result will be a single-session disc. Use this method to
add data after an initial write on these types of
media.</para>
<note>
<para>Since some space on the media is used between each
session to mark the end and start of sessions, one should
add sessions with a large amount of data to optimize media
space. The number of sessions is limited to 154 for a
DVD+R, about 2000 for a DVD-R, and 127 for a DVD+R Double
Layer.</para>
</note>
</sect2>
<sect2>
<title>For More Information</title>
<para>To obtain more information about a <acronym>DVD</acronym>,
use <command>dvd+rw-mediainfo
<replaceable>/dev/cd0</replaceable></command> while the
disc in the specified drive.</para>
<para>More information about
<application>dvd+rw-tools</application> can be found in
&man.growisofs.1;, on the <link
xlink:href="http://fy.chalmers.se/~appro/linux/DVD+RW/">dvd+rw-tools
web site</link>, and in the <link
xlink:href="http://lists.debian.org/cdwrite/">cdwrite
mailing list</link> archives.</para>
<note>
<para>When creating a problem report related to the use of
<application>dvd+rw-tools</application>, always include the
output of <command>dvd+rw-mediainfo</command>.</para>
</note>
</sect2>
<sect2 xml:id="creating-dvd-ram">
<title>Using a <acronym>DVD-RAM</acronym></title>
<indexterm>
<primary><acronym>DVD</acronym></primary>
<secondary><acronym>DVD-RAM</acronym></secondary>
</indexterm>
<para><acronym>DVD-RAM</acronym> writers can use either a
<acronym>SCSI</acronym> or <acronym>ATAPI</acronym> interface.
For <acronym>ATAPI</acronym> devices, DMA access has to be
enabled by adding the following line to
<filename>/boot/loader.conf</filename>:</para>
<programlisting>hw.ata.atapi_dma="1"</programlisting>
<para>A <acronym>DVD-RAM</acronym> can be seen as a removable
hard drive. Like any other hard drive, the
<acronym>DVD-RAM</acronym> must be formatted before it can be
used. In this example, the whole disk space will be formatted
with a standard UFS2 file system:</para>
<screen>&prompt.root; <userinput>dd if=/dev/zero of=<replaceable>/dev/acd0</replaceable> bs=2k count=1</userinput>
&prompt.root; <userinput>bsdlabel -Bw <replaceable>acd0</replaceable></userinput>
&prompt.root; <userinput>newfs <replaceable>/dev/acd0</replaceable></userinput></screen>
<para>The <acronym>DVD</acronym> device,
<filename>acd0</filename>, must be changed according to the
configuration.</para>
<para>Once the <acronym>DVD-RAM</acronym> has been formatted, it
can be mounted as a normal hard drive:</para>
<screen>&prompt.root; <userinput>mount <replaceable>/dev/acd0</replaceable> <replaceable>/mnt</replaceable></userinput></screen>
<para>Once mounted, the <acronym>DVD-RAM</acronym> will be both
readable and writeable.</para>
</sect2>
</sect1>
<sect1 xml:id="floppies">
<title>Creating and Using Floppy Disks</title>
<!--
<authorgroup>
<author>
<personname>
<firstname>Julio</firstname>
<surname>Merino</surname>
</personname>
<contrib>Original work by </contrib>
</author>
</authorgroup>
<authorgroup>
<author>
<personname>
<firstname>Martin</firstname>
<surname>Karlsson</surname>
</personname>
<contrib>Rewritten by </contrib>
</author>
</authorgroup>
-->
<para>This section explains how to format a 3.5 inch floppy disk
in &os;.</para>
<procedure>
<title>Steps to Format a Floppy</title>
<para>A floppy disk needs to be low-level formatted before it
can be used. This is usually done by the vendor, but
formatting is a good way to check media integrity. To
low-level format the floppy disk on &os;, use
&man.fdformat.1;. When using this utility, make note of any
error messages, as these can help determine if the disk is
good or bad.</para>
<step>
<para>To format the floppy, insert a new 3.5 inch floppy disk
into the first floppy drive and issue:</para>
<screen>&prompt.root; <userinput>/usr/sbin/fdformat -f 1440 /dev/fd0</userinput></screen>
</step>
<step>
<para>After low-level formatting the disk, create a disk label
as it is needed by the system to determine the size of the
disk and its geometry. The supported geometry values are
listed in <filename>/etc/disktab</filename>.</para>
<para>To write the disk label, use &man.bsdlabel.8;:</para>
<screen>&prompt.root; <userinput>/sbin/bsdlabel -B -w /dev/fd0 fd1440</userinput></screen>
</step>
<step>
<para>The floppy is now ready to be high-level formatted with
a file system. The floppy's file system can be either UFS
or FAT, where FAT is generally a better choice for
floppies.</para>
<para>To format the floppy with FAT, issue:</para>
<screen>&prompt.root; <userinput>/sbin/newfs_msdos /dev/fd0</userinput></screen>
</step>
</procedure>
<para>The disk is now ready for use. To use the floppy, mount it
with &man.mount.msdosfs.8;. One can also install and use
<package>emulators/mtools</package> from the Ports
Collection.</para>
</sect1>
<sect1 xml:id="backups-tapebackups">
<title>Creating and Using Data Tapes</title>
<indexterm><primary>tape media</primary></indexterm>
<para>Tape technology has continued to evolve but is less likely
to be used in a modern system. Modern backup systems tend to
use off site combined with local removable disk drive
technologies. Still, &os; will support any tape drive that
uses <acronym>SCSI</acronym>, such as LTO and older devices such
as DAT. There is limited support for <acronym>SATA</acronym>
and <acronym>USB</acronym> tape drives.</para>
<sect2 xml:id="tapes-sa0">
<title>Serial Access with &man.sa.4;</title>
<indexterm>
<primary>tape drives</primary>
</indexterm>
<para>&os; uses the &man.sa.4; driver, providing
<filename>/dev/sa0</filename>, <filename>/dev/nsa0</filename>,
and <filename>/dev/esa0</filename>. In normal use, only
<filename>/dev/sa0</filename> is needed.
<filename>/dev/nsa0</filename> is the same physical drive
as <filename>/dev/sa0</filename> but does not rewind the
tape after writing a file. This allows writing more than one
file to a tape. Using <filename>/dev/esa0</filename>
ejects the tape after the device is closed, if
applicable.</para>
</sect2>
<sect2>
<title xml:id="tapes-mt">Controlling the Tape Drive with
&man.mt.1;</title>
<indexterm>
<primary>tape media</primary>
<secondary>mt</secondary>
</indexterm>
<para>&man.mt.1; is the &os; utility for controlling other
operations of the tape drive, such as seeking through files on
a tape or writing tape control marks to the tape.</para>
<para>For example, the first three files on a tape can be
preserved by skipping past them before writing a new
file:</para>
<screen>&prompt.root; <userinput>mt -f /dev/nsa0 fsf 3</userinput></screen>
</sect2>
<sect2>
<title xml:id="tapes-tar">Using &man.tar.1; to Read and
Write Tape Backups</title>
<para>An example of writing a single file to tape using
&man.tar.1;:</para>
<screen>&prompt.root; <userinput>tar cvf /dev/sa0 <replaceable>file</replaceable></userinput></screen>
<para>Recovering files from a &man.tar.1; archive on tape into
the current directory:</para>
<screen>&prompt.root; <userinput>tar xvf /dev/sa0</userinput></screen>
</sect2>
<sect2>
<title xml:id="tapes-dumprestore">Using &man.dump.8; and
&man.restore.8; to Create and Restore Backups</title>
<para>A simple backup of <filename>/usr</filename> with
&man.dump.8;:</para>
<screen>&prompt.root; <userinput>dump -0aL -b64 -f /dev/nsa0 /usr</userinput></screen>
<para>Interactively restoring files from a &man.dump.8; file on
tape into the current directory:</para>
<screen>&prompt.root; <userinput>restore -i -f /dev/nsa0</userinput></screen>
</sect2>
<sect2>
<title xml:id="tapes-othersofware">Other Tape Software</title>
<para>Higher-level programs are available to simplify tape
backup. The most popular are
<application>Amanda</application> and
<application>Bacula</application>. These programs aim to make
backups easier and more convenient, or to automate complex
backups of multiple machines. The Ports Collection contains
both these and other tape utility applications.</para>
</sect2>
</sect1>
<sect1 xml:id="backup-basics">
<title>Backup Basics</title>
<!--
<authorgroup>
<author>
<personname>
<firstname>Lowell</firstname>
<surname>Gilbert</surname>
</personname>
<contrib>Original work by </contrib>
</author>
</authorgroup>
-->
<para>Implementing a backup plan is essential in order to have the
ability to recover from disk failure, accidental file deletion,
random file corruption, or complete machine destruction,
including destruction of on-site backups.</para>
<para>The backup type and schedule will vary, depending upon the
importance of the data, the granularity needed for file
restores, and the amount of acceptable downtime. Some possible
backup techniques include:</para>
<itemizedlist>
<listitem>
<para>Archives of the whole system, backed up onto permanent,
off-site media. This provides protection against all of the
problems listed above, but is slow and inconvenient to
restore from, especially for non-privileged users.</para>
</listitem>
<listitem>
<para>File system snapshots, which are useful for restoring
deleted files or previous versions of files.</para>
</listitem>
<listitem>
<para>Copies of whole file systems or disks which are
sychronized with another system on the network using a
scheduled <package>net/rsync</package>.</para>
</listitem>
<listitem>
<para>Hardware or software <acronym>RAID</acronym>, which
minimizes or avoids downtime when a disk fails.</para>
</listitem>
</itemizedlist>
<para>Typically, a mix of backup techniques is used. For
example, one could create a schedule to automate a weekly, full
system backup that is stored off-site and to supplement this
backup with hourly ZFS snapshots. In addition, one could make a
manual backup of individual directories or files before making
file edits or deletions.</para>
<para>This section describes some of the utilities which can be
used to create and manage backups on a &os; system.</para>
<sect2>
<title>File System Backups</title>
<indexterm>
<primary>backup software</primary>
<secondary>dump / restore</secondary>
</indexterm>
<indexterm>
<primary><command>dump</command></primary>
</indexterm>
<indexterm>
<primary><command>restore</command></primary>
</indexterm>
<para>The traditional &unix; programs for backing up a file
system are &man.dump.8;, which creates the backup, and
&man.restore.8;, which restores the backup. These utilities
work at the disk block level, below the abstractions of the
files, links, and directories that are created by file
systems. Unlike other backup software,
<command>dump</command> backs up an entire file system and is
unable to backup only part of a file system or a directory
tree that spans multiple file systems. Instead of writing
files and directories, <command>dump</command> writes the raw
data blocks that comprise files and directories.</para>
<note>
<para>If <command>dump</command> is used on the root
directory, it will not back up <filename>/home</filename>,
<filename>/usr</filename> or many other directories since
these are typically mount points for other file systems or
symbolic links into those file systems.</para>
</note>
<para>When used to restore data, <command>restore</command>
stores temporary files in <filename>/tmp/</filename> by
default. When using a recovery disk with a small
<filename>/tmp</filename>, set <envar>TMPDIR</envar> to a
directory with more free space in order for the restore to
succeed.</para>
<para>When using <command>dump</command>, be aware that some
quirks remain from its early days in Version 6 of
AT&amp;T &unix;,circa 1975. The default parameters assume a
backup to a 9-track tape, rather than to another type of media
or to the high-density tapes available today. These defaults
must be overridden on the command line.</para>
<indexterm>
<primary><filename>.rhosts</filename></primary>
</indexterm>
<para>It is possible to backup a file system across the network
to a another system or to a tape drive attached to another
computer. While the &man.rdump.8; and &man.rrestore.8;
utilities can be used for this purpose, they are not
considered to be secure.</para>
<para>Instead, one can use <command>dump</command> and
<command>restore</command> in a more secure fashion over an
<acronym>SSH</acronym> connection. This example creates a
full, compressed backup of the <filename>/usr</filename> file
system and sends the backup file to the specified host over a
<acronym>SSH</acronym> connection.</para>
<example>
<title>Using <command>dump</command> over
<application>ssh</application></title>
<screen>&prompt.root; <userinput>/sbin/dump -0uan -f - /usr | gzip -2 | ssh -c blowfish \
targetuser@targetmachine.example.com dd of=/mybigfiles/dump-usr-l0.gz</userinput></screen>
</example>
<para>This example sets <envar>RSH</envar> in order to write the
backup to a tape drive on a remote system over a
<acronym>SSH</acronym> connection:</para>
<example>
<title>Using <command>dump</command> over
<application>ssh</application> with <envar>RSH</envar>
Set</title>
<screen>&prompt.root; <userinput>env RSH=/usr/bin/ssh /sbin/dump -0uan -f targetuser@targetmachine.example.com:/dev/sa0 /usr</userinput></screen>
</example>
</sect2>
<sect2>
<title>Directory Backups</title>
<indexterm>
<primary>backup software</primary>
<secondary><command>tar</command></secondary>
</indexterm>
<para>Several built-in utilities are available for backing up
and restoring specified files and directories as
needed.</para>
<para>A good choice for making a backup of all of the files in a
directory is &man.tar.1;. This utility dates back to Version
6 of AT&amp;T &unix; and by default assumes a recursive backup
to a local tape device. Switches can be used to instead
specify the name of a backup file.</para>
<indexterm><primary><command>tar</command></primary></indexterm>
<para>This example creates a compressed backup of the current
directory and saves it to
<filename>/tmp/mybackup.tgz</filename>. When creating a
backup file, make sure that the backup is not saved to the
same directory that is being backed up.</para>
<example>
<title>Backing Up the Current Directory With
<command>tar</command></title>
<screen>&prompt.root; <userinput>tar czvf <replaceable>/tmp/mybackup.tgz</replaceable> . </userinput></screen>
</example>
<para>To restore the entire backup, <command>cd</command> into
the directory to restore into and specify the name of the
backup. Note that this will overwrite any newer versions of
files in the restore directory. When in doubt, restore to a
temporary directory or specify the name of the file within the
backup to restore.</para>
<example>
<title>Restoring Up the Current Directory With
<command>tar</command></title>
<screen>&prompt.root; <userinput>tar xzvf <replaceable>/tmp/mybackup.tgz</replaceable></userinput></screen>
</example>
<para>There are dozens of available switches which are described
in &man.tar.1;. This utility also supports the use of exclude
patterns to specify which files should not be included when
backing up the specified directory or restoring files from a
backup.</para>
<indexterm>
<primary>backup software</primary>
<secondary><command>cpio</command></secondary>
</indexterm>
<para>To create a backup using a specified list of files and
directories, &man.cpio.1; is a good choice. Unlike
<command>tar</command>, <command>cpio</command> does not know
how to walk the directory tree and it must be provided the
list of files to backup.</para>
<para>For example, a list of files can be created using
<command>ls</command> or <command>find</command>. This
example creates a recursive listing of the current directory
which is then piped to <command>cpio</command> in order to
create an output backup file named
<filename>/tmp/mybackup.cpio</filename>.</para>
<example>
<title>Using<command>ls</command> and <command>cpio</command>
to Make a Recursive Backup of the Current Directory</title>
<screen>&prompt.root; <userinput>ls -R | cpio -ovF <replaceable>/tmp/mybackup.cpio</replaceable></userinput></screen>
</example>
<indexterm>
<primary>backup software</primary>
<secondary><command>pax</command></secondary>
</indexterm>
<indexterm><primary><command>pax</command></primary></indexterm>
<indexterm><primary>POSIX</primary></indexterm>
<indexterm><primary>IEEE</primary></indexterm>
<para>A backup utility which tries to bridge the features
provided by <command>tar</command> and <command>cpio</command>
is &man.pax.1;. Over the years, the various versions of
<command>tar</command> and <command>cpio</command> became
slightly incompatible. &posix; created <command>pax</command>
which attempts to read and write many of the various
<command>cpio</command> and <command>tar</command> formats,
plus new formats of its own.</para>
<para>The <command>pax</command> equivalent to the previous
examples would be:</para>
<example>
<title>Backing Up the Current Directory With
<command>pax</command></title>
<screen>&prompt.root; <userinput>pax -wf <replaceable>/tmp/mybackup.pax</replaceable> .</userinput></screen>
</example>
</sect2>
<sect2 xml:id="backups-programs-amanda">
<title>Third-Party Backup Utilities</title>
<indexterm>
<primary>backup software</primary>
</indexterm>
<para>The &os; Ports Collection provides many third-party
utilities which can be used to schedule the creation of
backups. Many of these applications are client/server based
and can be used to automate the backups of a single system or
all of the computers in a network.</para>
<para>Popular utilities include
<application>Amanda</application>,
<application>Bacula</application>,
<application>rsync</application>, and
<application>duplicity</application>.</para>
</sect2>
<sect2>
<title>Emergency Recovery</title>
<para>In addition to regular backups, it is recommended to
perform the following steps as part of an emergency
preparedness plan.</para>
<indexterm>
<primary><command>bsdlabel</command></primary></indexterm>
<para>Create a print copy of the output of the following
commands:</para>
<itemizedlist>
<listitem>
<para><command>gpart show</command></para>
</listitem>
<listitem>
<para><command>more /etc/fstab</command></para>
</listitem>
<listitem>
<para><command>dmesg</command></para>
</listitem>
</itemizedlist>
<indexterm><primary>livefs
<acronym>CD</acronym></primary></indexterm>
<para>Store this printout and a copy of the installation media
in a secure location. Should an emergency restore be
needed, boot into the installation media and select
<literal>Live CD</literal> to access a rescue shell. This
rescue mode can be used to view the current state of the
system, and if needed, to reformat disks and restore data
from backups.</para>
<note>
<para>The installation media for
&os;/&arch.i386;&nbsp;&rel2.current;-RELEASE does not
include a rescue shell. For this version, instead
download and burn a Livefs <acronym>CD</acronym> image from
<uri
xlink:href="ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/&arch.i386;/ISO-IMAGES/&rel2.current;/&os;-&rel2.current;-RELEASE-&arch.i386;-livefs.iso">ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/&arch.i386;/ISO-IMAGES/&rel2.current;/&os;-&rel2.current;-RELEASE-&arch.i386;-livefs.iso</uri>.</para>
</note>
<para>Next, test the rescue shell and the backups. Make notes
of the procedure. Store these notes with the media, the
printouts, and the backups. These notes may prevent the
inadvertent destruction of the backups while under the stress
of performing an emergency recovery.</para>
<para>For an added measure of security, store the latest backup
at a remote location which is physically separated from the
computers and disk drives by a significant distance.</para>
</sect2>
</sect1>
<sect1 xml:id="disks-virtual">
<info>
<title>Network, Memory, and File-Backed File Systems</title>
<authorgroup>
<author>
<personname>
<firstname>Marc</firstname>
<surname>Fonvieille</surname>
</personname>
<contrib>Reorganized and enhanced by </contrib>
</author>
</authorgroup>
</info>
<indexterm><primary>virtual disks</primary></indexterm>
<indexterm>
<primary>disks</primary>
<secondary>virtual</secondary>
</indexterm>
<para>In addition to physical disks such as floppies,
<acronym>CD</acronym>s, and hard drives, &os; also supports
<firstterm>virtual disks</firstterm>.</para>
<indexterm><primary>NFS</primary></indexterm>
<indexterm>
<primary>disks</primary>
<secondary>memory</secondary>
</indexterm>
<para>These include network file systems such as the <link
linkend="network-nfs">Network File System</link>,
memory-based file systems, and file-backed file systems.</para>
<para>According to the &os; version, the tools used for the
creation and use of file-backed and memory-based file systems
differ.</para>
<note>
<para>Use &man.devfs.5; to allocate device nodes transparently
for the user.</para>
</note>
<sect2 xml:id="disks-mdconfig">
<title>File-Backed File System</title>
<indexterm>
<primary>disks</primary>
<secondary>file-backed</secondary>
</indexterm>
<para>&man.mdconfig.8; is used to configure and enable memory
disks, &man.md.4;, under &os;. To use &man.mdconfig.8;,
&man.md.4; must be first loaded. When using a custom kernel
configuration file, ensure it includes this line:</para>
<programlisting>device md</programlisting>
<para>&man.mdconfig.8; supports several types of memory backed
virtual disks: memory disks allocated with &man.malloc.9; and
memory disks using a file or swap space as backing. One
possible use is the mounting of <acronym>CD</acronym>
images.</para>
<para>To mount an existing file system image:</para>
<example>
<title>Using <command>mdconfig</command> to Mount an Existing
File System Image</title>
<screen>&prompt.root; <userinput>mdconfig -a -t vnode -f <replaceable>diskimage</replaceable> -u <replaceable>0</replaceable></userinput>
&prompt.root; <userinput>mount /dev/md<replaceable>0</replaceable> <replaceable>/mnt</replaceable></userinput></screen>
</example>
<para>To create a new file system image with
&man.mdconfig.8;:</para>
<example>
<title>Creating a New File-Backed Disk with
<command>mdconfig</command></title>
<screen>&prompt.root; <userinput>dd if=/dev/zero of=<replaceable>newimage</replaceable> bs=1k count=<replaceable>5</replaceable>k</userinput>
5120+0 records in
5120+0 records out
&prompt.root; <userinput>mdconfig -a -t vnode -f <replaceable>newimage</replaceable> -u <replaceable>0</replaceable></userinput>
&prompt.root; <userinput>bsdlabel -w md<replaceable>0</replaceable> auto</userinput>
&prompt.root; <userinput>newfs md<replaceable>0</replaceable>a</userinput>
/dev/md0a: 5.0MB (10224 sectors) block size 16384, fragment size 2048
using 4 cylinder groups of 1.25MB, 80 blks, 192 inodes.
super-block backups (for fsck -b #) at:
160, 2720, 5280, 7840
&prompt.root; <userinput>mount /dev/md<replaceable>0</replaceable>a <replaceable>/mnt</replaceable></userinput>
&prompt.root; <userinput>df <replaceable>/mnt</replaceable></userinput>
Filesystem 1K-blocks Used Avail Capacity Mounted on
/dev/md0a 4710 4 4330 0% /mnt</screen>
</example>
<para>If unit number is not specified with
<option>-u</option>, &man.mdconfig.8; uses the
&man.md.4; automatic allocation to select an unused device.
The name of the allocated unit will be output to stdout, such
as <filename>md4</filename>. Refer to &man.mdconfig.8;
for more details about.</para>
<para>While &man.mdconfig.8; is useful, it takes several
command lines to create a file-backed file system. &os; also
comes with &man.mdmfs.8; which automatically configures a
&man.md.4; disk using &man.mdconfig.8;, puts a UFS file system
on it using &man.newfs.8;, and mounts it using &man.mount.8;.
For example, to create and mount the same file system image as
above, type the following:</para>
<example>
<title>Configure and Mount a File-Backed Disk with
<command>mdmfs</command></title>
<screen>&prompt.root; <userinput>dd if=/dev/zero of=<replaceable>newimage</replaceable> bs=1k count=<replaceable>5</replaceable>k</userinput>
5120+0 records in
5120+0 records out
&prompt.root; <userinput>mdmfs -F <replaceable>newimage</replaceable> -s <replaceable>5</replaceable>m md<replaceable>0</replaceable> <replaceable>/mnt</replaceable></userinput>
&prompt.root; <userinput>df <replaceable>/mnt</replaceable></userinput>
Filesystem 1K-blocks Used Avail Capacity Mounted on
/dev/md0 4718 4 4338 0% /mnt</screen>
</example>
<para>When <option>md</option> is used without a unit number,
&man.mdmfs.8; uses the &man.md.4; auto-unit feature to
automatically select an unused device. For more details
about &man.mdmfs.8;, refer to its manual page.</para>
</sect2>
<sect2 xml:id="disks-md-freebsd5">
<title>Memory-Based File System</title>
<indexterm>
<primary>disks</primary>
<secondary>memory file system</secondary>
</indexterm>
<para>For a memory-based file system, <quote>swap
backing</quote> should normally be used. This does not mean
that the memory disk will be swapped out to disk by default,
but rather that the memory disk will be allocated from a
memory pool which can be swapped out to disk if needed. It is
also possible to create memory-based disks which are
&man.malloc.9; backed, but using large malloc backed memory
disks can result in a system panic if the kernel runs out of
memory.</para>
<example>
<title>Creating a New Memory-Based Disk with
<command>mdconfig</command></title>
<screen>&prompt.root; <userinput>mdconfig -a -t swap -s <replaceable>5</replaceable>m -u <replaceable>1</replaceable></userinput>
&prompt.root; <userinput>newfs -U md<replaceable>1</replaceable></userinput>
/dev/md1: 5.0MB (10240 sectors) block size 16384, fragment size 2048
using 4 cylinder groups of 1.27MB, 81 blks, 192 inodes.
with soft updates
super-block backups (for fsck -b #) at:
160, 2752, 5344, 7936
&prompt.root; <userinput>mount /dev/md<replaceable>1</replaceable> <replaceable>/mnt</replaceable></userinput>
&prompt.root; <userinput>df <replaceable>/mnt</replaceable></userinput>
Filesystem 1K-blocks Used Avail Capacity Mounted on
/dev/md1 4718 4 4338 0% /mnt</screen>
</example>
<example>
<title>Creating a New Memory-Based Disk with
<command>mdmfs</command></title>
<screen>&prompt.root; <userinput>mdmfs -s <replaceable>5</replaceable>m md<replaceable>2</replaceable> <replaceable>/mnt</replaceable></userinput>
&prompt.root; <userinput>df <replaceable>/mnt</replaceable></userinput>
Filesystem 1K-blocks Used Avail Capacity Mounted on
/dev/md2 4846 2 4458 0% /mnt</screen>
</example>
</sect2>
<sect2>
<title>Detaching a Memory Disk from the System</title>
<indexterm>
<primary>disks</primary>
<secondary>detaching a memory disk</secondary>
</indexterm>
<para>When a memory-based or file-based file system is no
longer in use, its resources should be released back to
the system. First, unmount the file system, then use
&man.mdconfig.8; to detach the disk from the system and
release the resources.</para>
<para>For example, to detach and free all resources used by
<filename>/dev/md4</filename>:</para>
<screen>&prompt.root; <userinput>mdconfig -d -u <replaceable>4</replaceable></userinput></screen>
<para>It is possible to list information about configured
&man.md.4; devices by running
<command>mdconfig -l</command>.</para>
</sect2>
</sect1>
<sect1 xml:id="snapshots">
<info>
<title>File System Snapshots</title>
<authorgroup>
<author>
<personname>
<firstname>Tom</firstname>
<surname>Rhodes</surname>
</personname>
<contrib>Contributed by </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary>file systems</primary>
<secondary>snapshots</secondary>
</indexterm>
<para>&os; offers a feature in conjunction with
<link linkend="soft-updates">Soft Updates</link>: file system
snapshots.</para>
<para>UFS snapshots allow a user to create images of specified
file systems, and treat them as a file. Snapshot files must be
created in the file system that the action is performed on, and
a user may create no more than 20 snapshots per file system.
Active snapshots are recorded in the superblock so they are
persistent across unmount and remount operations along with
system reboots. When a snapshot is no longer required, it can
be removed using &man.rm.1;. While snapshots may be removed in
any order, all the used space may not be acquired because
another snapshot will possibly claim some of the released
blocks.</para>
<para>The un-alterable <option>snapshot</option> file flag is set
by &man.mksnap.ffs.8; after initial creation of a snapshot file.
&man.unlink.1; makes an exception for snapshot files since it
allows them to be removed.</para>
<para>Snapshots are created using &man.mount.8;. To place a
snapshot of <filename>/var</filename> in the
file <filename>/var/snapshot/snap</filename>, use the following
command:</para>
<screen>&prompt.root; <userinput>mount -u -o snapshot /var/snapshot/snap /var</userinput></screen>
<para>Alternatively, use &man.mksnap.ffs.8; to create the
snapshot:</para>
<screen>&prompt.root; <userinput>mksnap_ffs /var /var/snapshot/snap</userinput></screen>
<para>One can find snapshot files on a file system, such as
<filename>/var</filename>, using
&man.find.1;:</para>
<screen>&prompt.root; <userinput>find /var -flags snapshot</userinput></screen>
<para>Once a snapshot has been created, it has several
uses:</para>
<itemizedlist>
<listitem>
<para>Some administrators will use a snapshot file for backup
purposes, because the snapshot can be transferred to
<acronym>CD</acronym>s or tape.</para>
</listitem>
<listitem>
<para>The file system integrity checker, &man.fsck.8;, may be
run on the snapshot. Assuming that the file system was
clean when it was mounted, this should always provide a
clean and unchanging result.</para>
</listitem>
<listitem>
<para>Running &man.dump.8; on the snapshot will produce a dump
file that is consistent with the file system and the
timestamp of the snapshot. &man.dump.8; can also take a
snapshot, create a dump image, and then remove the snapshot
in one command by using <option>-L</option>.</para>
</listitem>
<listitem>
<para>The snapshot can be mounted as a frozen image of the
file system. To &man.mount.8; the snapshot
<filename>/var/snapshot/snap</filename> run:</para>
<screen>&prompt.root; <userinput>mdconfig -a -t vnode -f /var/snapshot/snap -u 4</userinput>
&prompt.root; <userinput>mount -r /dev/md4 /mnt</userinput></screen>
</listitem>
</itemizedlist>
<para>The frozen <filename>/var</filename> is now available
through <filename>/mnt</filename>. Everything will initially be
in the same state it was during the snapshot creation time. The
only exception is that any earlier snapshots will appear as zero
length files. To unmount the snapshot, use:</para>
<screen>&prompt.root; <userinput>umount /mnt</userinput>
&prompt.root; <userinput>mdconfig -d -u 4</userinput></screen>
<para>For more information about <option>softupdates</option> and
file system snapshots, including technical papers, visit
Marshall Kirk McKusick's website at <uri
xlink:href="http://www.mckusick.com/">http://www.mckusick.com/</uri>.</para>
</sect1>
<sect1 xml:id="quotas">
<title>File System Quotas</title>
<indexterm>
<primary>accounting</primary>
<secondary>disk space</secondary>
</indexterm>
<indexterm><primary>disk quotas</primary></indexterm>
<para>Quotas are an optional feature of the operating system that
can be used to limit the amount of disk space or the number of
files a user or members of a group may allocate on a per-file
system basis. This is used most often on timesharing systems
where it is desirable to limit the amount of resources any one
user or group of users may allocate. This prevents one user or
group of users from consuming all of the available disk
space.</para>
<sect2>
<title>Configuring the System to Enable Disk Quotas</title>
<para>Before using disk quotas, quota support must be added to
the kernel by adding the following line to the kernel
configuration file:</para>
<programlisting>options QUOTA</programlisting>
<para>Before &os;&nbsp;9.2, the <filename>GENERIC</filename>
kernel usually did not include this option.
<command>sysctl kern.features.ufs_quota</command> can be used
to test whether the current kernel supports quotas. If the
option is not present, a custom kernel must be compiled.
Refer to <xref linkend="kernelconfig"/> for more information
on kernel configuration.</para>
<para>Next, enable disk quotas in
<filename>/etc/rc.conf</filename>:</para>
<programlisting>quota_enable="YES"</programlisting>
<indexterm>
<primary>disk quotas</primary>
<secondary>checking</secondary>
</indexterm>
<para>For finer control over quota startup, an additional
configuration variable is available. Normally on bootup, the
quota integrity of each file system is checked by
&man.quotacheck.8;. This program insures that the data in the
quota database properly reflects the data on the file system.
This is a time consuming process that will significantly
affect the time the system takes to boot. To skip this step,
add this variable to <filename>/etc/rc.conf</filename>:</para>
<programlisting>check_quotas="NO"</programlisting>
<para>Finally, edit <filename>/etc/fstab</filename> to enable
disk quotas on a per-file system basis. This is when user or
group quotas can be enabled on the file systems.</para>
<para>To enable per-user quotas on a file system, add
<option>userquota</option> to the options field in the
<filename>/etc/fstab</filename> entry for the file system to
enable quotas on. For example:</para>
<programlisting>/dev/da1s2g /home ufs rw,userquota 1 2</programlisting>
<para>To enable group quotas, instead use
<option>groupquota</option>. To enable both user and group
quotas, change the entry as follows:</para>
<programlisting>/dev/da1s2g /home ufs rw,userquota,groupquota 1 2</programlisting>
<para>By default, the quota files are stored in the root
directory of the file system as
<filename>quota.user</filename> and
<filename>quota.group</filename>. Refer to &man.fstab.5; for
more information. Even though an alternate location for the
quota files can be specified, this is not recommended because
the various quota utilities do not seem to handle this
properly.</para>
<para>Once the configuration is complete, reboot the system
with the new kernel. <filename>/etc/rc</filename> will
automatically run the appropriate commands to create the
initial quota files for all of the quotas enabled in
<filename>/etc/fstab</filename>. There is no need to
manually create any zero length quota files.</para>
<para>In the normal course of operations, there should be no
need to manually run &man.quotacheck.8;, &man.quotaon.8;, or
&man.quotaoff.8;. However, one should read their manual pages
to be familiar with their operation.</para>
</sect2>
<sect2>
<title>Setting Quota Limits</title>
<indexterm>
<primary>disk quotas</primary>
<secondary>limits</secondary>
</indexterm>
<para>Once the system has been configured to enable quotas,
verify they really are enabled by running:</para>
<screen>&prompt.root; <userinput>quota -v</userinput></screen>
<para>There should be a one line summary of disk usage and
current quota limits for each file system that quotas are
enabled on.</para>
<para>The system is now ready to be assigned quota limits with
&man.edquota.8;.</para>
<para>Several options are available to enforce limits on the
amount of disk space a user or group may allocate, and how
many files they may create. Allocations can be limited based
on disk space (block quotas), number of files (inode quotas),
or a combination of both. Each limits is further broken down
into two categories: hard and soft limits.</para>
<indexterm><primary>hard limit</primary></indexterm>
<para>A hard limit may not be exceeded. Once a user reaches a
hard limit, no further allocations can be made on that file
system by that user. For example, if the user has a hard
limit of 500 kbytes on a file system and is currently using
490 kbytes, the user can only allocate an additional 10
kbytes. Attempting to allocate an additional 11 kbytes will
fail.</para>
<indexterm><primary>soft limit</primary></indexterm>
<para>Soft limits can be exceeded for a limited amount of time,
known as the grace period, which is one week by default. If a
user stays over their limit longer than the grace period, the
soft limit turns into a hard limit and no further allocations
are allowed. When the user drops back below the soft limit,
the grace period is reset.</para>
<para>The following is an example output from &man.edquota.8;.
When &man.edquota.8; is invoked, the editor specified by
<envar>EDITOR</envar> is opened in order to edit the quota
limits. The default editor is set to
<application>vi</application>.</para>
<screen>&prompt.root; <userinput>edquota -u test</userinput></screen>
<programlisting>Quotas for user test:
/usr: kbytes in use: 65, limits (soft = 50, hard = 75)
inodes in use: 7, limits (soft = 50, hard = 60)
/usr/var: kbytes in use: 0, limits (soft = 50, hard = 75)
inodes in use: 0, limits (soft = 50, hard = 60)</programlisting>
<para>There are normally two lines for each file system that
has quotas enabled. One line represents the block limits and
the other represents the inode limits. Change the value to
modify the quota limit. For example, to raise this
user's block limit from a soft limit of 50 and a hard limit of
75 to a soft limit of 500 and a hard limit of 600,
change:</para>
<programlisting>/usr: kbytes in use: 65, limits (soft = 50, hard = 75)</programlisting>
<para>to:</para>
<programlisting>/usr: kbytes in use: 65, limits (soft = 500, hard = 600)</programlisting>
<para>The new quota limits take affect upon exiting the
editor.</para>
<para>Sometimes it is desirable to set quota limits on a range
of UIDs. This can be done by passing <option>-p</option> to
&man.edquota.8;. First, assign the desired quota limit to a
user, then run
<command>edquota -p protouser startuid-enduid</command>. For
example, if <systemitem class="username">test</systemitem> has
the desired quota limits, the following command will duplicate
those quota limits for UIDs 10,000 through 19,999:</para>
<screen>&prompt.root; <userinput>edquota -p test 10000-19999</userinput></screen>
<para>For more information, refer to &man.edquota.8;.</para>
</sect2>
<sect2>
<title>Checking Quota Limits and Disk Usage</title>
<indexterm>
<primary>disk quotas</primary>
<secondary>checking</secondary>
</indexterm>
<para>Either &man.quota.1; or &man.repquota.8; can be used to
check quota limits and disk usage. To check individual user
or group quotas and disk usage, use &man.quota.1;. A user
may only examine their own quota and the quota of a group they
are a member of. Only the superuser may view all user and
group quotas. To get a summary of all quotas and disk usage
for file systems with quotas enabled, use
&man.repquota.8;.</para>
<para>The following is sample output from
<command>quota -v</command> for a user that has quota limits
on two file systems.</para>
<programlisting>Disk quotas for user test (uid 1002):
Filesystem usage quota limit grace files quota limit grace
/usr 65* 50 75 5days 7 50 60
/usr/var 0 50 75 0 50 60</programlisting>
<indexterm><primary>grace period</primary></indexterm>
<para>In this example, the user is currently 15 kbytes over the
soft limit of 50 kbytes on <filename>/usr</filename> and has 5
days of grace period left. The asterisk <literal>*</literal>
indicates that the user is currently over the quota
limit.</para>
<para>Normally, file systems that the user is not using any disk
space on will not show in the output of &man.quota.1;, even if
the user has a quota limit assigned for that file system. Use
<option>-v</option> to display those file systems, such as
<filename>/usr/var</filename> in the above
example.</para>
</sect2>
<sect2>
<title>Quotas over NFS</title>
<indexterm><primary>NFS</primary></indexterm>
<para>Quotas are enforced by the quota subsystem on the NFS
server. The &man.rpc.rquotad.8; daemon makes quota
information available to &man.quota.1; on NFS clients,
allowing users on those machines to see their quota
statistics.</para>
<para>Enable <command>rpc.rquotad</command> in
<filename>/etc/inetd.conf</filename> like so:</para>
<programlisting>rquotad/1 dgram rpc/udp wait root /usr/libexec/rpc.rquotad rpc.rquotad</programlisting>
<para>Now restart <command>inetd</command>:</para>
<screen>&prompt.root; <userinput>service inetd restart</userinput></screen>
</sect2>
</sect1>
<sect1 xml:id="disks-encrypting">
<info>
<title>Encrypting Disk Partitions</title>
<authorgroup>
<author>
<personname>
<firstname>Lucky</firstname>
<surname>Green</surname>
</personname>
<contrib>Contributed by </contrib>
<affiliation>
<address>
<email>shamrock@cypherpunks.to</email>
</address>
</affiliation>
</author>
</authorgroup>
</info>
<indexterm>
<primary>disks</primary>
<secondary>encrypting</secondary>
</indexterm>
<para>&os; offers excellent online protections against
unauthorized data access. File permissions and
<link linkend="mac">Mandatory Access Control</link> (MAC) help
prevent unauthorized users from accessing data while the
operating system is active and the computer is powered up.
However, the permissions enforced by the operating system are
irrelevant if an attacker has physical access to a computer and
can move the computer's hard drive to another system to copy and
analyze the data.</para>
<para>Regardless of how an attacker may have come into possession
of a hard drive or powered-down computer, both the GEOM Based
Disk Encryption (<command>gbde</command>) and
<command>geli</command> cryptographic subsystems in &os; are
able to protect the data on the computer's file systems against
even highly-motivated attackers with significant resources.
Unlike cumbersome encryption methods that encrypt only
individual files, <command>gbde</command> and
<command>geli</command> transparently encrypt entire file
systems. No cleartext ever touches the hard drive's
platter.</para>
<sect2>
<title>Disk Encryption with
<application>gbde</application></title>
<para><application>gbde</application> encrypts the sector
payload using 128-bit AES in CBC mode. Each sector on the
disk is encrypted with a different AES key. For more
information on the cryptographic design, including how the
sector keys are derived from the user-supplied passphrase,
refer to &man.gbde.4;.</para>
<note>
<para>&man.sysinstall.8; is incompatible with
<application>gbde</application>-encrypted devices. All
<filename>*.bde</filename>
devices must be detached from the kernel before starting
&man.sysinstall.8; or it will crash during its initial
probing for devices. To detach the encrypted device used in
the example, use the following command:</para>
<screen>&prompt.root; <userinput>gbde detach /dev/ad4s1c</userinput></screen>
</note>
<para>&os; provides a kernel module for
<application>gbde</application> which can be loaded with this
command:</para>
<screen>&prompt.root; <userinput>kldload geom_bde</userinput></screen>
<para>If using a custom kernel configuration file, ensure it
contains this line:</para>
<para><literal>options GEOM_BDE</literal></para>
<para>The following example demonstrates adding a new hard
drive to a system that will hold a single encrypted partition.
This partition will be mounted as
<filename>/private</filename>.
<application>gbde</application> can also be used to encrypt
<filename>/home</filename> and <filename>/var/mail</filename>,
but this requires more complex instructions which exceed the
scope of this introduction.</para>
<procedure>
<step>
<title>Add the New Hard Drive</title>
<para>Install the new drive to the system as explained in
<xref linkend="disks-adding"/>. For the purposes of this
example, a new hard drive partition has been added as
<filename>/dev/ad4s1c</filename> and
<filename>/dev/ad0s1<replaceable>*</replaceable></filename>
represents the existing standard &os; partitions.</para>
<screen>&prompt.root; <userinput>ls /dev/ad*</userinput>
/dev/ad0 /dev/ad0s1b /dev/ad0s1e /dev/ad4s1
/dev/ad0s1 /dev/ad0s1c /dev/ad0s1f /dev/ad4s1c
/dev/ad0s1a /dev/ad0s1d /dev/ad4</screen>
</step>
<step>
<title>Create a Directory to Hold <command>gbde</command>
Lock Files</title>
<screen>&prompt.root; <userinput>mkdir /etc/gbde</userinput></screen>
<para>The <application>gbde</application> lock file
contains information that <application>gbde</application>
requires to access encrypted partitions. Without access
to the lock file, <application>gbde</application> will not
be able to decrypt the data contained in the encrypted
partition without significant manual intervention which is
not supported by the software. Each encrypted partition
uses a separate lock file.</para>
</step>
<step>
<title>Initialize the <command>gbde</command>
Partition</title>
<para>A <application>gbde</application> partition must be
initialized before it can be used. This initialization
needs to be performed only once:</para>
<screen>&prompt.root; <userinput>gbde init /dev/ad4s1c -i -L /etc/gbde/ad4s1c.lock</userinput></screen>
<para>&man.gbde.8; will open the default editor, in order to
set various configuration options in a template. For use
with UFS1 or UFS2, set the sector_size to 2048:</para>
<programlisting># &dollar;FreeBSD: src/sbin/gbde/template.txt,v 1.1.36.1 2009/08/03 08:13:06 kensmith Exp $
#
# Sector size is the smallest unit of data which can be read or written.
# Making it too small decreases performance and decreases available space.
# Making it too large may prevent filesystems from working. 512 is the
# minimum and always safe. For UFS, use the fragment size
#
sector_size = 2048
[...]</programlisting>
<para>&man.gbde.8; will ask the user twice to type the
passphrase used to secure the data. The passphrase must
be the same both times. The ability of
<application>gbde</application> to protect data depends
entirely on the quality of the passphrase. For tips on
how to select a secure passphrase that is easy to
remember, see the <link
xlink:href="http://world.std.com/~reinhold/diceware.html">Diceware
Passphrase</link> website.</para>
<para><command>gbde init</command>creates a lock file for
the <application>gbde</application> partition. In this
example, it is stored as
<filename>/etc/gbde/ad4s1c.lock</filename>.
<application>gbde</application> lock files must end in
<quote>.lock</quote> in order to be correctly detected by
the <filename>/etc/rc.d/gbde</filename> start up
script.</para>
<caution>
<para><application>gbde</application> lock files
<emphasis>must</emphasis> be backed up together with
the contents of any encrypted partitions. While
deleting a lock file alone cannot prevent a determined
attacker from decrypting a
<application>gbde</application> partition, without the
lock file, the legitimate owner will be unable to
access the data on the encrypted partition without a
significant amount of work that is totally unsupported
by &man.gbde.8;.</para>
</caution>
</step>
<step>
<title>Attach the Encrypted Partition to the
Kernel</title>
<screen>&prompt.root; <userinput>gbde attach /dev/ad4s1c -l /etc/gbde/ad4s1c.lock</userinput></screen>
<para>This command will prompt to input the passphrase
that was selected during the initialization of the
encrypted partition. The new encrypted device will
appear in <filename>/dev</filename> as
<filename>/dev/device_name.bde</filename>:</para>
<screen>&prompt.root; <userinput>ls /dev/ad*</userinput>
/dev/ad0 /dev/ad0s1b /dev/ad0s1e /dev/ad4s1
/dev/ad0s1 /dev/ad0s1c /dev/ad0s1f /dev/ad4s1c
/dev/ad0s1a /dev/ad0s1d /dev/ad4 /dev/ad4s1c.bde</screen>
</step>
<step>
<title>Create a File System on the Encrypted
Device</title>
<para>Once the encrypted device has been attached to the
kernel, a file system can be created on the device using
&man.newfs.8;. This example creates a UFS2 file
system with soft updates enabled.</para>
<screen>&prompt.root; <userinput>newfs -U /dev/ad4s1c.bde</userinput></screen>
<note>
<para>&man.newfs.8; must be performed on an attached
<application>gbde</application> partition which is
identified by a
<filename><replaceable>*</replaceable>.bde</filename>
extension to the device name.</para>
</note>
</step>
<step>
<title>Mount the Encrypted Partition</title>
<para>Create a mount point for the encrypted file
system:</para>
<screen>&prompt.root; <userinput>mkdir /private</userinput></screen>
<para>Mount the encrypted file system:</para>
<screen>&prompt.root; <userinput>mount /dev/ad4s1c.bde /private</userinput></screen>
</step>
<step>
<title>Verify That the Encrypted File System is
Available</title>
<para>The encrypted file system should now be visible to
&man.df.1; and be available for use.</para>
<screen>&prompt.user; <userinput>df -H</userinput>
Filesystem Size Used Avail Capacity Mounted on
/dev/ad0s1a 1037M 72M 883M 8% /
/devfs 1.0K 1.0K 0B 100% /dev
/dev/ad0s1f 8.1G 55K 7.5G 0% /home
/dev/ad0s1e 1037M 1.1M 953M 0% /tmp
/dev/ad0s1d 6.1G 1.9G 3.7G 35% /usr
/dev/ad4s1c.bde 150G 4.1K 138G 0% /private</screen>
</step>
</procedure>
<sect3>
<title>Mounting Existing Encrypted File Systems</title>
<para>After each boot, any encrypted file systems must be
re-attached to the kernel, checked for errors, and mounted,
before the file systems can be used. The required commands
must be executed as
<systemitem class="username">root</systemitem>.</para>
<procedure>
<step>
<title>Attach the <command>gbde</command> Partition to the
Kernel</title>
<screen>&prompt.root; <userinput>gbde attach /dev/ad4s1c -l /etc/gbde/ad4s1c.lock</userinput></screen>
<para>This command will prompt for the passphrase that was
selected during initialization of the encrypted
<application>gbde</application> partition.</para>
</step>
<step>
<title>Check the File System for Errors</title>
<para>Since encrypted file systems cannot yet be listed in
<filename>/etc/fstab</filename> for automatic mounting,
the file systems must be checked for errors by running
&man.fsck.8; manually before mounting:</para>
<screen>&prompt.root; <userinput>fsck -p -t ffs /dev/ad4s1c.bde</userinput></screen>
</step>
<step>
<title>Mount the Encrypted File System</title>
<screen>&prompt.root; <userinput>mount /dev/ad4s1c.bde /private</userinput></screen>
<para>The encrypted file system is now available for
use.</para>
</step>
</procedure>
<para>It is possible to create a script to automatically
attach, check, and mount an encrypted partition, but for
security reasons the script should not contain the
&man.gbde.8; password. Instead, it is recommended that
such scripts be run manually while providing the password
via the console or &man.ssh.1;.</para>
<para>As an alternative, an <filename>rc.d</filename> script
is provided. Arguments for this script can be passed via
&man.rc.conf.5;:</para>
<programlisting>gbde_autoattach_all="YES"
gbde_devices="ad4s1c"
gbde_lockdir="/etc/gbde"</programlisting>
<para>This requires that the
<application>gbde</application> passphrase be entered at
boot time. After typing the correct passphrase, the
<application>gbde</application> encrypted partition will be
mounted automatically. This can be useful when using
<application>gbde</application> on laptops.</para>
</sect3>
</sect2>
<sect2 xml:id="disks-encrypting-geli">
<info>
<title>Disk Encryption with <command>geli</command></title>
<authorgroup>
<author>
<personname>
<firstname>Daniel</firstname>
<surname>Gerzo</surname>
</personname>
<contrib>Contributed by </contrib>
</author>
</authorgroup>
</info>
<para>An alternative cryptographic GEOM class is available
through &man.geli.8;. <command>geli</command> differs from
<command>gbde</command>; offers different features, and uses
a different scheme for doing cryptographic work.</para>
<para>&man.geli.8; provides the following features:</para>
<itemizedlist>
<listitem>
<para>Utilizes the &man.crypto.9; framework and, when
cryptographic hardware is available,
<command>geli</command> uses it automatically.</para>
</listitem>
<listitem>
<para>Supports multiple cryptographic algorithms such as
AES, Blowfish, and 3DES.</para>
</listitem>
<listitem>
<para>Allows the root partition to be encrypted. The
passphrase used to access the encrypted root partition
will be requested during system boot.</para>
</listitem>
<listitem>
<para>Allows the use of two independent keys such as a
<quote>key</quote> and a
<quote>company key</quote>.</para>
</listitem>
<listitem>
<para><command>geli</command> is fast as it performs simple
sector-to-sector encryption.</para>
</listitem>
<listitem>
<para>Allows backup and restore of master keys. If a user
destroys their keys, it is still possible to get access
to the data by restoring keys from the backup.</para>
</listitem>
<listitem>
<para>Allows a disk to attach with a random, one-time key
which is useful for swap partitions and temporary file
systems.</para>
</listitem>
</itemizedlist>
<para>More <command>geli</command> features can be found in
&man.geli.8;.</para>
<para>This section describes how to enable support for
<command>geli</command> in the &os; kernel and explains how
to create and use a <command>geli</command> encryption
provider.</para>
<para>Superuser privileges are required since modifications
to the kernel are necessary.</para>
<procedure>
<step>
<title>Adding <command>geli</command> Support to the
Kernel</title>
<para>For a custom kernel, ensure the kernel configuration
file contains these lines:</para>
<programlisting>options GEOM_ELI
device crypto</programlisting>
<para>Alternatively, the <command>geli</command> module can
be loaded at boot time by adding the following line to
<filename>/boot/loader.conf</filename>:</para>
<programlisting>geom_eli_load="YES"</programlisting>
<para>&man.geli.8; should now be supported by the
kernel.</para>
</step>
<step>
<title>Generating the Master Key</title>
<para>The following example describes how to generate a
key file which will be used as part of the master key for
the encrypted provider mounted under
<filename>/private</filename>. The key
file will provide some random data used to encrypt the
master key. The master key will also be protected by a
passphrase. The provider's sector size will be 4kB.
The example will describe how to attach to the
<command>geli</command> provider, create a file system on
it, mount it, work with it, and finally, how to detach
it.</para>
<para>It is recommended to use a bigger sector size, such as
4kB, for better performance.</para>
<para>The master key will be protected with a passphrase and
the data source for the key file will be
<filename>/dev/random</filename>. The sector size of
the provider <filename>/dev/da2.eli</filename> will be
4kB.</para>
<screen>&prompt.root; <userinput>dd if=/dev/random of=/root/da2.key bs=64 count=1</userinput>
&prompt.root; <userinput>geli init -s 4096 -K /root/da2.key /dev/da2</userinput>
Enter new passphrase:
Reenter new passphrase:</screen>
<para>It is not mandatory to use both a passphrase and a key
file as either method of securing the master key can be
used in isolation.</para>
<para>If the key file is given as <quote>-</quote>, standard
input will be used. This example shows how more than one
key file can be used:</para>
<screen>&prompt.root; <userinput>cat keyfile1 keyfile2 keyfile3 | geli init -K - /dev/da2</userinput></screen>
</step>
<step>
<title>Attaching the Provider with the Generated Key</title>
<screen>&prompt.root; <userinput>geli attach -k /root/da2.key /dev/da2</userinput>
Enter passphrase:</screen>
<para>The new plaintext device will be named
<filename>/dev/<replaceable>da2</replaceable>.eli</filename>.</para>
<screen>&prompt.root; <userinput>ls /dev/da2*</userinput>
/dev/da2 /dev/da2.eli</screen>
</step>
<step>
<title>Creating the New File System</title>
<screen>&prompt.root; <userinput>dd if=/dev/random of=/dev/da2.eli bs=1m</userinput>
&prompt.root; <userinput>newfs /dev/da2.eli</userinput>
&prompt.root; <userinput>mount /dev/da2.eli /private</userinput></screen>
<para>The encrypted file system should now be visible to
&man.df.1; and be available for use:</para>
<screen>&prompt.root; <userinput>df -H</userinput>
Filesystem Size Used Avail Capacity Mounted on
/dev/ad0s1a 248M 89M 139M 38% /
/devfs 1.0K 1.0K 0B 100% /dev
/dev/ad0s1f 7.7G 2.3G 4.9G 32% /usr
/dev/ad0s1d 989M 1.5M 909M 0% /tmp
/dev/ad0s1e 3.9G 1.3G 2.3G 35% /var
/dev/da2.eli 150G 4.1K 138G 0% /private</screen>
</step>
<step>
<title>Unmounting and Detaching the Provider</title>
<para>Once the work on the encrypted partition is done, and
the <filename>/private</filename>
partition is no longer needed, it is prudent to consider
unmounting and detaching the <command>geli</command>
encrypted partition from the kernel:</para>
<screen>&prompt.root; <userinput>umount /private</userinput>
&prompt.root; <userinput>geli detach da2.eli</userinput></screen>
</step>
</procedure>
<para>More information about the use of &man.geli.8; can be
found in its manual page.</para>
<sect3>
<title>Using the <filename>geli</filename>
<filename>rc.d</filename> Script</title>
<para><command>geli</command> comes with a
<filename>rc.d</filename> script which can be used to
simplify the usage of <command>geli</command>. An example
of configuring <command>geli</command> through
&man.rc.conf.5; follows:</para>
<programlisting>geli_devices="da2"
geli_da2_flags="-p -k /root/da2.key"</programlisting>
<para>This configures <filename>/dev/da2</filename> as a
<command>geli</command> provider of which the master key
file is located in <filename>/root/da2.key</filename>.
<command>geli</command> will not use a passphrase when
attaching to the provider if
<option>-P</option> was given during the
<literal>geli init</literal> phase. The system will detach
the <command>geli</command> provider from the kernel before
the system shuts down.</para>
<para>More information about configuring
<filename>rc.d</filename> is provided in the
<link linkend="configtuning-rcd">rc.d</link> section of the
Handbook.</para>
</sect3>
</sect2>
</sect1>
<sect1 xml:id="swap-encrypting">
<info>
<title>Encrypting Swap Space</title>
<authorgroup>
<author>
<personname>
<firstname>Christian</firstname>
<surname>Br&uuml;ffer</surname>
</personname>
<contrib>Written by </contrib>
</author>
</authorgroup>
</info>
<indexterm>
<primary>swap</primary>
<secondary>encrypting</secondary>
</indexterm>
<para>Like the encryption of disk partitions, encryption of swap
space is used to protect sensitive information. Consider an
application that deals with passwords. As long as these
passwords stay in physical memory, these passwords will not be
written to disk and be cleared after a reboot. If &os; starts
swapping out memory pages to free space for other applications,
the passwords may be written to the disk platters unencrypted.
Encrypting swap space can be a solution for this
scenario.</para>
<para>The &man.gbde.8; or &man.geli.8; encryption systems may be
used for swap encryption. Both systems use the
<filename>encswap</filename>
<link linkend="configtuning-rcd">rc.d</link> script.</para>
<note>
<para>For the remainder of this section,
<filename>ad0s1b</filename> will be the swap
partition.</para>
</note>
<para>Swap partitions are not encrypted by default and should
be cleared of any sensitive data before continuing. To
overwrite the current swap partition with random garbage,
execute the following command:</para>
<screen>&prompt.root; <userinput>dd if=/dev/random of=/dev/<replaceable>ad0s1b</replaceable> bs=1m</userinput></screen>
<sect2>
<title>Swap Encryption with &man.gbde.8;</title>
<para>The <literal>.bde</literal> suffix should be added to the
device in the respective <filename>/etc/fstab</filename> swap
line:</para>
<programlisting># Device Mountpoint FStype Options Dump Pass#
/dev/ad0s1b.bde none swap sw 0 0</programlisting>
</sect2>
<sect2>
<title>Swap Encryption with &man.geli.8;</title>
<para>The procedure for instead using &man.geli.8; for swap
encryption is similar to that of using &man.gbde.8;. The
<literal>.eli</literal> suffix should be added to the device
in the respective <filename>/etc/fstab</filename> swap
line:</para>
<programlisting># Device Mountpoint FStype Options Dump Pass#
/dev/ad0s1b.eli none swap sw 0 0</programlisting>
<para>&man.geli.8; uses the <acronym>AES</acronym> algorithm
with a key length of 128 bit by default. These defaults can
be altered by using <literal>geli_swap_flags</literal> in
<filename>/etc/rc.conf</filename>. The following line tells
the <filename>encswap</filename> rc.d script to create
&man.geli.8; swap partitions using the Blowfish algorithm with
a key length of 128 bits and a sectorsize of 4 kilobytes, and
sets <quote>detach on last close</quote>:</para>
<programlisting>geli_swap_flags="-e blowfish -l 128 -s 4096 -d"</programlisting>
<para>Refer to the description of
<command>onetime</command> in &man.geli.8; for a list of
possible options.</para>
</sect2>
<sect2>
<title>Encrypted Swap Verification</title>
<para>Once the system has rebooted, proper operation of the
encrypted swap can be verified using
<command>swapinfo</command>.</para>
<para>If &man.gbde.8; is being used:</para>
<screen>&prompt.user; <userinput>swapinfo</userinput>
Device 1K-blocks Used Avail Capacity
/dev/ad0s1b.bde 542720 0 542720 0%</screen>
<para>If &man.geli.8; is being used:</para>
<screen>&prompt.user; <userinput>swapinfo</userinput>
Device 1K-blocks Used Avail Capacity
/dev/ad0s1b.eli 542720 0 542720 0%</screen>
</sect2>
</sect1>
<sect1 xml:id="disks-hast">
<info>
<title>Highly Available Storage
(<acronym>HAST</acronym>)</title>
<authorgroup>
<author>
<personname>
<firstname>Daniel</firstname>
<surname>Gerzo</surname>
</personname>
<contrib>Contributed by </contrib>
</author>
</authorgroup>
<authorgroup>
<author>
<personname>
<firstname>Freddie</firstname>
<surname>Cash</surname>
</personname>
<contrib>With inputs from </contrib>
</author>
<author>
<personname>
<firstname>Pawel Jakub</firstname>
<surname>Dawidek</surname>
</personname>
</author>
<author>
<personname>
<firstname>Michael W.</firstname>
<surname>Lucas</surname>
</personname>
</author>
<author>
<personname>
<firstname>Viktor</firstname>
<surname>Petersson</surname>
</personname>
</author>
</authorgroup>
</info>
<indexterm>
<primary>HAST</primary>
<secondary>high availability</secondary>
</indexterm>
<para>High availability is one of the main requirements in
serious business applications and highly-available storage is a
key component in such environments. In &os;, the Highly
Available STorage (<acronym>HAST</acronym>) framework allows
transparent storage of the same data across several physically
separated machines connected by a <acronym>TCP/IP</acronym>
network. <acronym>HAST</acronym> can be understood as a
network-based RAID1 (mirror), and is similar to the DRBD&reg;
storage system used in the GNU/&linux; platform. In combination
with other high-availability features of &os; like
<acronym>CARP</acronym>, <acronym>HAST</acronym> makes it
possible to build a highly-available storage cluster that is
resistant to hardware failures.</para>
<para>The following are the main features of
<acronym>HAST</acronym>:</para>
<itemizedlist>
<listitem>
<para>Can be used to mask <acronym>I/O</acronym> errors on
local hard drives.</para>
</listitem>
<listitem>
<para>File system agnostic as it works with any file system
supported by &os;.</para>
</listitem>
<listitem>
<para>Efficient and quick resynchronization as only the blocks
that were modified during the downtime of a node are
synchronized.</para>
</listitem>
<!--
<listitem>
<para>Has several synchronization modes to allow for fast
failover.</para>
</listitem>
-->
<listitem>
<para>Can be used in an already deployed environment to add
additional redundancy.</para>
</listitem>
<listitem>
<para>Together with <acronym>CARP</acronym>,
<application>Heartbeat</application>, or other tools, it can
be used to build a robust and durable storage system.</para>
</listitem>
</itemizedlist>
<para>After reading this section, you will know:</para>
<itemizedlist>
<listitem>
<para>What <acronym>HAST</acronym> is, how it works, and
which features it provides.</para>
</listitem>
<listitem>
<para>How to set up and use <acronym>HAST</acronym> on
&os;.</para>
</listitem>
<listitem>
<para>How to integrate <acronym>CARP</acronym> and
&man.devd.8; to build a robust storage system.</para>
</listitem>
</itemizedlist>
<para>Before reading this section, you should:</para>
<itemizedlist>
<listitem>
<para>Understand &unix; and &os; basics (<xref
linkend="basics"/>).</para>
</listitem>
<listitem>
<para>Know how to configure network
interfaces and other core &os; subsystems (<xref
linkend="config-tuning"/>).</para>
</listitem>
<listitem>
<para>Have a good understanding of &os;
networking (<xref
linkend="network-communication"/>).</para>
</listitem>
</itemizedlist>
<para>The <acronym>HAST</acronym> project was sponsored by The
&os; Foundation with support from <link
xlink:href="http://www.omc.net/">http://www.omc.net/</link>
and <link
xlink:href="http://www.transip.nl/">http://www.transip.nl/</link>.</para>
<sect2>
<title>HAST Operation</title>
<para><acronym>HAST</acronym> provides synchronous block-level
replication between two physical machines: the
<emphasis>primary</emphasis>, also known as the
<emphasis>master</emphasis> node, and the
<emphasis>secondary</emphasis>, or <emphasis>slave</emphasis>
node. These two machines together are referred to as a
cluster.</para>
<para>Since <acronym>HAST</acronym> works in a primary-secondary
configuration, it allows only one of the cluster nodes to be
active at any given time. The primary node, also called
<emphasis>active</emphasis>, is the one which will handle all
the <acronym>I/O</acronym> requests to
<acronym>HAST</acronym>-managed devices. The secondary node
is automatically synchronized from the primary node.</para>
<para>The physical components of the <acronym>HAST</acronym>
system are the local disk on primary node, and the disk on the
remote, secondary node.</para>
<para><acronym>HAST</acronym> operates synchronously on a block
level, making it transparent to file systems and applications.
<acronym>HAST</acronym> provides regular GEOM providers in
<filename>/dev/hast/</filename> for use by other tools or
applications. There is no difference between using
<acronym>HAST</acronym>-provided devices and raw disks or
partitions.</para>
<para>Each write, delete, or flush operation is sent to both the
local disk and to the remote disk over
<acronym>TCP/IP</acronym>. Each read operation is served from
the local disk, unless the local disk is not up-to-date or an
<acronym>I/O</acronym> error occurs. In such cases, the read
operation is sent to the secondary node.</para>
<para><acronym>HAST</acronym> tries to provide fast failure
recovery. For this reason, it is important to reduce
synchronization time after a node's outage. To provide fast
synchronization, <acronym>HAST</acronym> manages an on-disk
bitmap of dirty extents and only synchronizes those during a
regular synchronization, with an exception of the initial
sync.</para>
<para>There are many ways to handle synchronization.
<acronym>HAST</acronym> implements several replication modes
to handle different synchronization methods:</para>
<itemizedlist>
<listitem>
<para><emphasis>memsync</emphasis>: This mode reports a
write operation as completed when the local write
operation is finished and when the remote node
acknowledges data arrival, but before actually storing the
data. The data on the remote node will be stored directly
after sending the acknowledgement. This mode is intended
to reduce latency, but still provides good
reliability.</para>
</listitem>
<listitem>
<para><emphasis>fullsync</emphasis>: This mode reports a
write operation as completed when both the local write and
the remote write complete. This is the safest and the
slowest replication mode. This mode is the
default.</para>
</listitem>
<listitem>
<para><emphasis>async</emphasis>: This mode reports a write
operation as completed when the local write completes.
This is the fastest and the most dangerous replication
mode. It should only be used when replicating to a
distant node where latency is too high for other
modes.</para>
</listitem>
</itemizedlist>
</sect2>
<sect2>
<title>HAST Configuration</title>
<para>The <acronym>HAST</acronym> framework consists of several
components:</para>
<itemizedlist>
<listitem>
<para>The &man.hastd.8; daemon which provides data
synchronization. When this daemon is started, it will
automatically load <varname>geom_gate.ko</varname>.</para>
</listitem>
<listitem>
<para>The userland management utility,
&man.hastctl.8;.</para>
</listitem>
<listitem>
<para>The &man.hast.conf.5; configuration file. This file
must exist before starting
<application>hastd</application>.</para>
</listitem>
</itemizedlist>
<para>Users who prefer to statically build
<literal>GEOM_GATE</literal> support into the kernel should
add this line to the custom kernel configuration file, then
rebuild the kernel using the instructions in <xref
linkend="kernelconfig"/>:</para>
<programlisting>options GEOM_GATE</programlisting>
<para>The following example describes how to configure two nodes
in master-slave/primary-secondary operation using
<acronym>HAST</acronym> to replicate the data between the two.
The nodes will be called <literal>hasta</literal>, with an
<acronym>IP</acronym> address of
<literal>172.16.0.1</literal>, and <literal>hastb</literal>,
with an <acronym>IP</acronym> address of
<literal>172.16.0.2</literal>. Both nodes will have a
dedicated hard drive <filename>/dev/ad6</filename> of the same
size for <acronym>HAST</acronym> operation. The
<acronym>HAST</acronym> pool, sometimes referred to as a
resource or the <acronym>GEOM</acronym> provider in <filename
class="directory">/dev/hast/</filename>, will be called
<literal>test</literal>.</para>
<para>Configuration of <acronym>HAST</acronym> is done using
<filename>/etc/hast.conf</filename>. This file should be
identical on both nodes. The simplest configuration
is:</para>
<programlisting>resource <replaceable>test</replaceable> {
on <replaceable>hasta</replaceable> {
local <replaceable>/dev/ad6</replaceable>
remote <replaceable>172.16.0.2</replaceable>
}
on <replaceable>hastb</replaceable> {
local <replaceable>/dev/ad6</replaceable>
remote <replaceable>172.16.0.1</replaceable>
}
}</programlisting>
<para>For more advanced configuration, refer to
&man.hast.conf.5;.</para>
<tip>
<para>It is also possible to use host names in the
<literal>remote</literal> statements if the hosts are
resolvable and defined either in
<filename>/etc/hosts</filename> or in the local
<acronym>DNS</acronym>.</para>
</tip>
<para>Once the configuration exists on both nodes, the
<acronym>HAST</acronym> pool can be created. Run these
commands on both nodes to place the initial metadata onto the
local disk and to start &man.hastd.8;:</para>
<screen>&prompt.root; <userinput>hastctl create <replaceable>test</replaceable></userinput>
&prompt.root; <userinput>service hastd onestart</userinput></screen>
<note>
<para>It is <emphasis>not</emphasis> possible to use
<acronym>GEOM</acronym>
providers with an existing file system or to convert an
existing storage to a <acronym>HAST</acronym>-managed pool.
This procedure needs to store some metadata on the provider
and there will not be enough required space available on an
existing provider.</para>
</note>
<para>A HAST node's <literal>primary</literal> or
<literal>secondary</literal> role is selected by an
administrator, or software like
<application>Heartbeat</application>, using &man.hastctl.8;.
On the primary node, <literal>hasta</literal>, issue this
command:</para>
<screen>&prompt.root; <userinput>hastctl role primary <replaceable>test</replaceable></userinput></screen>
<para>Run this command on the secondary node,
<literal>hastb</literal>:</para>
<screen>&prompt.root; <userinput>hastctl role secondary <replaceable>test</replaceable></userinput></screen>
<para>Verify the result by running <command>hastctl</command> on
each node:</para>
<screen>&prompt.root; <userinput>hastctl status <replaceable>test</replaceable></userinput></screen>
<para>Check the <literal>status</literal> line in the output.
If it says <literal>degraded</literal>, something is wrong
with the configuration file. It should say
<literal>complete</literal> on each node, meaning that the
synchronization between the nodes has started. The
synchronization completes when <command>hastctl
status</command> reports 0 bytes of <literal>dirty</literal>
extents.</para>
<para>The next step is to create a file system on the
<acronym>GEOM</acronym> provider and mount it. This must be
done on the <literal>primary</literal> node. Creating the
file system can take a few minutes, depending on the size of
the hard drive. This example creates a <acronym>UFS</acronym>
file system on <filename>/dev/hast/test</filename>:</para>
<screen>&prompt.root; <userinput>newfs -U /dev/hast/<replaceable>test</replaceable></userinput>
&prompt.root; <userinput>mkdir /hast/<replaceable>test</replaceable></userinput>
&prompt.root; <userinput>mount /dev/hast/<replaceable>test</replaceable> <replaceable>/hast/test</replaceable></userinput></screen>
<para>Once the <acronym>HAST</acronym> framework is configured
properly, the final step is to make sure that
<acronym>HAST</acronym> is started automatically during
system boot. Add this line to
<filename>/etc/rc.conf</filename>:</para>
<programlisting>hastd_enable="YES"</programlisting>
<sect3>
<title>Failover Configuration</title>
<para>The goal of this example is to build a robust storage
system which is resistant to the failure of any given node.
If the primary node fails, the secondary node is there to
take over seamlessly, check and mount the file system, and
continue to work without missing a single bit of
data.</para>
<para>To accomplish this task, the Common Address Redundancy
Protocol (<acronym>CARP</acronym>) is used to provide for
automatic failover at the <acronym>IP</acronym> layer.
<acronym>CARP</acronym> allows multiple hosts on the same
network segment to share an <acronym>IP</acronym> address.
Set up <acronym>CARP</acronym> on both nodes of the cluster
according to the documentation available in <xref
linkend="carp"/>. In this example, each node will have
its own management <acronym>IP</acronym> address and a
shared <acronym>IP</acronym> address of
<replaceable>172.16.0.254</replaceable>. The primary
<acronym>HAST</acronym> node of the cluster must be the
master <acronym>CARP</acronym> node.</para>
<para>The <acronym>HAST</acronym> pool created in the previous
section is now ready to be exported to the other hosts on
the network. This can be accomplished by exporting it
through <acronym>NFS</acronym> or
<application>Samba</application>, using the shared
<acronym>IP</acronym> address
<replaceable>172.16.0.254</replaceable>. The only problem
which remains unresolved is an automatic failover should the
primary node fail.</para>
<para>In the event of <acronym>CARP</acronym> interfaces going
up or down, the &os; operating system generates a
&man.devd.8; event, making it possible to watch for state
changes on the <acronym>CARP</acronym> interfaces. A state
change on the <acronym>CARP</acronym> interface is an
indication that one of the nodes failed or came back online.
These state change events make it possible to run a script
which will automatically handle the HAST failover.</para>
<para>To catch state changes on the
<acronym>CARP</acronym> interfaces, add this configuration
to <filename>/etc/devd.conf</filename> on each node:</para>
<programlisting>notify 30 {
match "system" "IFNET";
match "subsystem" "carp0";
match "type" "LINK_UP";
action "/usr/local/sbin/carp-hast-switch master";
};
notify 30 {
match "system" "IFNET";
match "subsystem" "carp0";
match "type" "LINK_DOWN";
action "/usr/local/sbin/carp-hast-switch slave";
};</programlisting>
<note>
<para>If the systems are running &os;&nbsp;10 or higher,
replace <filename>carp0</filename> with the name of the
<acronym>CARP</acronym>-configured interface.</para>
</note>
<para>Restart &man.devd.8; on both nodes to put the new
configuration into effect:</para>
<screen>&prompt.root; <userinput>service devd restart</userinput></screen>
<para>When the specified interface state changes by going up
or down , the system generates a notification, allowing the
&man.devd.8; subsystem to run the specified automatic
failover script,
<filename>/usr/local/sbin/carp-hast-switch</filename>.
For further clarification about this configuration, refer to
&man.devd.conf.5;.</para>
<para>Here is an example of an automated failover
script:</para>
<programlisting>#!/bin/sh
# Original script by Freddie Cash &lt;fjwcash@gmail.com&gt;
# Modified by Michael W. Lucas &lt;mwlucas@BlackHelicopters.org&gt;
# and Viktor Petersson &lt;vpetersson@wireload.net&gt;
# The names of the HAST resources, as listed in /etc/hast.conf
resources="<replaceable>test</replaceable>"
# delay in mounting HAST resource after becoming master
# make your best guess
delay=3
# logging
log="local0.debug"
name="carp-hast"
# end of user configurable stuff
case "$1" in
master)
logger -p $log -t $name "Switching to primary provider for ${resources}."
sleep ${delay}
# Wait for any "hastd secondary" processes to stop
for disk in ${resources}; do
while $( pgrep -lf "hastd: ${disk} \(secondary\)" &gt; /dev/null 2&gt;&amp;1 ); do
sleep 1
done
# Switch role for each disk
hastctl role primary ${disk}
if [ $? -ne 0 ]; then
logger -p $log -t $name "Unable to change role to primary for resource ${disk}."
exit 1
fi
done
# Wait for the /dev/hast/* devices to appear
for disk in ${resources}; do
for I in $( jot 60 ); do
[ -c "/dev/hast/${disk}" ] &amp;&amp; break
sleep 0.5
done
if [ ! -c "/dev/hast/${disk}" ]; then
logger -p $log -t $name "GEOM provider /dev/hast/${disk} did not appear."
exit 1
fi
done
logger -p $log -t $name "Role for HAST resources ${resources} switched to primary."
logger -p $log -t $name "Mounting disks."
for disk in ${resources}; do
mkdir -p /hast/${disk}
fsck -p -y -t ufs /dev/hast/${disk}
mount /dev/hast/${disk} /hast/${disk}
done
;;
slave)
logger -p $log -t $name "Switching to secondary provider for ${resources}."
# Switch roles for the HAST resources
for disk in ${resources}; do
if ! mount | grep -q "^/dev/hast/${disk} on "
then
else
umount -f /hast/${disk}
fi
sleep $delay
hastctl role secondary ${disk} 2&gt;&amp;1
if [ $? -ne 0 ]; then
logger -p $log -t $name "Unable to switch role to secondary for resource ${disk}."
exit 1
fi
logger -p $log -t $name "Role switched to secondary for resource ${disk}."
done
;;
esac</programlisting>
<para>In a nutshell, the script takes these actions when a
node becomes master:</para>
<itemizedlist>
<listitem>
<para>Promotes the <acronym>HAST</acronym> pool to
primary on the other node.</para>
</listitem>
<listitem>
<para>Checks the file system under the
<acronym>HAST</acronym> pool.</para>
</listitem>
<listitem>
<para>Mounts the pool.</para>
</listitem>
</itemizedlist>
<para>When a node becomes secondary:</para>
<itemizedlist>
<listitem>
<para>Unmounts the <acronym>HAST</acronym> pool.</para>
</listitem>
<listitem>
<para>Degrades the <acronym>HAST</acronym> pool to
secondary.</para>
</listitem>
</itemizedlist>
<caution>
<para>This is just an example script which serves as a proof
of concept. It does not handle all the possible scenarios
and can be extended or altered in any way, for example, to
start or stop required services.</para>
</caution>
<tip>
<para>For this example, a standard <acronym>UFS</acronym>
file system was used. To reduce the time needed for
recovery, a journal-enabled <acronym>UFS</acronym> or
<acronym>ZFS</acronym> file system can be used
instead.</para>
</tip>
<para>More detailed information with additional examples can
be found at <link
xlink:href="http://wiki.FreeBSD.org/HAST">http://wiki.FreeBSD.org/HAST</link>.</para>
</sect3>
</sect2>
<sect2>
<title>Troubleshooting</title>
<para><acronym>HAST</acronym> should generally work without
issues. However, as with any other software product, there
may be times when it does not work as supposed. The sources
of the problems may be different, but the rule of thumb is to
ensure that the time is synchronized between the nodes of the
cluster.</para>
<para>When troubleshooting <acronym>HAST</acronym>, the
debugging level of &man.hastd.8; should be increased by
starting <command>hastd</command> with <literal>-d</literal>.
This argument may be specified multiple times to further
increase the debugging level. Consider also using
<literal>-F</literal>, which starts <command>hastd</command>
in the foreground.</para>
<sect3 xml:id="disks-hast-sb">
<title>Recovering from the Split-brain Condition</title>
<para><firstterm>Split-brain</firstterm> occurs when the nodes
of the cluster are unable to communicate with each other,
and both are configured as primary. This is a dangerous
condition because it allows both nodes to make incompatible
changes to the data. This problem must be corrected
manually by the system administrator.</para>
<para>The administrator must decide which node has more
important changes or merge them manually. Then, let
<acronym>HAST</acronym> perform full synchronization of the
node which has the broken data. To do this, issue these
commands on the node which needs to be
resynchronized:</para>
<screen>&prompt.root; <userinput>hastctl role init <replaceable>test</replaceable></userinput>
&prompt.root; <userinput>hastctl create <replaceable>test</replaceable></userinput>
&prompt.root; <userinput>hastctl role secondary <replaceable>test</replaceable></userinput></screen>
</sect3>
</sect2>
</sect1>
</chapter>