Provided by: fai-setup-storage_5.3.6ubuntu1_all bug

NAME

       setup-storage - automatically prepare storage devices

SYNOPSIS

       setup-storage [-X] [-f filename] [-d] [-h] [-s] [-D disks] [-L directory]

DESCRIPTION

       Using  FAI  disk_config files, setup-storage computes effective partition and volume sizes
       and executes the necessary commands to configure storage devices. It manages  disk  drives
       as  well  as  RAID  and  LVM  volumes  plus  encryption  and  tmpfs.  It handles following
       filesystems: ext2/3/4, vFAT(FAT32), msdos(FAT16), reiserFS, XFS and BTRFS but is  flexible
       enough to be extended to further types as well.  Once the storage devices are prepared, an
       appropriate fstab(5) (and possibly also a crypttab(5) file is generated.

       Without the -X parameter setup-storage  runs  in  test-only  mode  and  does  not  execute
       commands other than writing disk labels to a blank disk.

       The exit code of setup-storage is 0 if all operations were performed successfully and non-
       zero if an error occurs.

OPTIONS

       -X     Really write the configuration to disk. Otherwise setup-storage runs  in  test-only
              mode.

       -f filename
              Normally  setup-storage selects an appropriate configuration from $FAI/disk_config/
              by picking the class with the highest priority from classes that  has  an  existing
              file.  If however -f is given the configuration in filename is used.

       -d     Enable debugging output. Equivalent to environment variable debug set to a non-zero
              value. See below for further details.

       -s     Perform syntax check of disk_config file only and exit.

       -D disks
              Specify the list of disk drives to be  configured  using  setup-storage.  Overrides
              disklist.Donotforgettoquotethisspaceseparatedlist.

       -L directory
              Use the specified directory instead of LOGDIR.

       -h     Display the synopsis and version info and exit.

ENVIRONMENT

       setup-storage will use the following environment variables:

       disklist
              If  option -D is not used, the disklist variable may contain a space separated list
              of disk drives available in the system. Their order matters as they may be referred
              to  as  disk1,  etc.  in  disk_config.  If  unset,  fai-disk-info will be called to
              determine the list.

       debug  If debug is set to a non-zero value all actions and details to track the  operation
              of setup-storage are printed to stderr.

       FAI    The location of the config space to find the disk_config directory.

       classes
              The list of FAI classes to determine the appropriate configuration to choose.

       LOGDIR setup-storage  generates  disk_var.sh,  fstab, and possibly crypttab (see below) in
              this directory. Defaults to /tmp/fai if unset.  Option -L overrides this.

       flag_initial
              This variable determines if partitions should be preserved  when  they  are  tagged
              with  preserve_reinstall  (see  below for details). Normally set by the list of FAI
              flags (FAI_FLAGS).

FILES

       If  setup-storage  executes  successfully,  an  fstab(5)  file  matching   the   specified
       configuration  is  generated as $LOGDIR/fstab. Furthermore the file $LOGDIR/disk_var.sh is
       generated.  This  file  defines  the  following  variables,  if  not  yet  set:  SWAPLIST,
       ROOT_PARTITION,  BOOT_PARTITION  (which is only set in case this resides on a disk drive),
       and BOOT_DEVICE.  The latter two describe the partition and disk/RAID/LVM  device  hosting
       the  mount point for /boot. If /boot has no extra mount point, / is used instead.  You may
       source $LOGDIR/disk_var.sh to get the variables set.  The  example  config  space  shipped
       with  FAI  sources this file in scripts/GRUB_PC/10-setup.  If encryption was configured, a
       proper crypttab(5) file plus key files will be generated.

EXAMPLES

       setup-storage configures storage devices according to a FAI  disk_config  file.  The  full
       grammar  describing  the syntax of these disk_config files is given below. First we show a
       number of examples to give an intuition what these should look like.

       Simple configuration of /dev/hda

              disk_config hda preserve_always:6,7 disklabel:msdos bootable:3

              primary /boot   20-100  ext3    rw
              primary swap    1000    swap    sw
              primary /       12000   ext3    rw      createopts="-b 2048"
              logical /tmp    1000    ext3    rw,nosuid
              logical /usr    5000    ext3    rw
              logical /var    10%-    ext3    rw
              logical /nobackup       0-      xfs     rw

       •      Preserve /dev/hda6 and /dev/hda7. The disklabel is msdos which is the  default  for
              x86. Furthermore, partition /dev/hda3 is made bootable.

       •      Create  a  primary partition /dev/hda1 with a size between 20 and 100 MiB and mount
              it read-write as /boot; it is formatted using ext3 filesystem.

       •      /dev/hda2 will be a swap space of 1000 MiB

       •      /dev/hda3 should be formatted using ext3 filesystem;  when  calling  mkfs.ext3  the
              option "-b 2048" is appended.

       •      Create the logical partition /dev/hda5

       •      Make /dev/hda7 at least 10% of the disk size

       •      Use mkfs.xfs to format the partition 8

       Create a softRAID

              disk_config sda
              primary   -          20GiB   -      -
              primary   -           4GiB   -      -

              disk_config sdb

              primary   -          20GiB   -      -
              primary   -           4GiB   -      -

              disk_config raid
              raid1     /      sda1,sdb1   ext3   rw
              raid1     swap   sda2,sdb2   swap   sw

       •      Create  2  partitions  of  size  20  and 4 GiB, respectively, on disks /dev/sda and
              /dev/sdb. No file system or fstab entry will be created.

       •      Create a RAID-1 on /dev/sda1 and /dev/sdb1, format using mkfs.ext3 and mount it  as
              /

       •      Create  a  RAID-1  on  /dev/sda2 and /dev/sdd2, prepare as swap space and use it as
              such later on.

       Advanced softRAID features

              disk_config raid
              raid1   /   sda1,sdd1                         ext2   rw,errors=remount-ro
              raid0   -   disk2.2,sdc1,sde1:spare:missing   ext2   default

       •      Create a RAID-1 on /dev/sda1 and /dev/sdd1, format using mkfs.ext2 and mount it  as
              /

       •      Create  a  RAID-0  on  the  second  partition  of  the  second disk, /dev/sdc1, and
              /dev/sde1 as a spare partition. The latter may be missing.

       •      The configurations for  /dev/sda,  /dev/sdd,  disk2,  /dev/sdc,  and  /dev/sde  are
              omitted   in  this  example.  These  devices  can  be  configured  similar  to  the
              configuration shown in the first example. They may also already be properly set  up
              and hence the configuration can be left out.

       Simple LVM example

              disk_config sda bootable:1
              primary /boot   500     ext3    rw
              primary -       4096-   -       -

              disk_config lvm
              vg      my_pv   sda2
              my_pv-_swap     swap    2048    swap    sw
              my_pv-_root     /       2048    ext3    rw

       •      Configure /dev/sda with two partitions.

       •      The second of those, /dev/sda2, is then used in the LVM volume group my_pv.

       •      This volume group hosts two logical volumes: _swap and _root.

       LVM on software RAID

              disk_config disk1
              primary -       350     -       -
              primary swap    2G      swap    sw,pri=1
              primary -       0-      -       -

              disk_config sdb  sameas:disk1

              disk_config raid fstabkey:uuid
              raid1   /boot   disk1.1,disk2.1       ext4    rw,noatime,errors=remount-ro
              raid1   -       disk1.3,disk2.3       -       -

              disk_config lvm fstabkey:uuid
              vg      vg_system       md1
              vg_system-root  /       8G      ext4    rw,noatime
              vg_system-var   /var    20G     ext4    rw,noatime
              vg_system-home  /home   10G     ext4    rw,noatime,nosuid,nodev
              vg_system-tmp   /tmp    30G     ext4    rw,noatime,nosuid,nodev

       •      Configure the first and second disk identical with three partitions each.

       •      The  first  partitions  of  each device are bundled into a RAID 1 (/dev/md0), which
              will be mounted at /boot.

       •      The third partitions of each device  are  combined  as  another  RAID  1,  but  not
              mounted.  Instead,  the  resulting  device  /dev/md1 is used to host the LVM volume
              group vg_system.

              Do not forget to install the packages mdadm and  lvm2  into  a  system  using  this
              partition scheme. Also set rd.auto when using dracut as initrd generator.

       Crypt example

              disk_config /dev/sdb
              primary /       21750   ext3    defaults,errors=remount-ro
              primary /boot   250     ext3    defaults
              logical -       4000    -       -
              logical -       2000    -       -
              logical -       10-     -       -

              disk_config cryptsetup
              swap    swap    /dev/sdb5       swap    defaults
              tmp     /tmp    /dev/sdb6       ext2    defaults
              luks    /local00        /dev/sdb7       ext3    defaults,errors=remount-ro  createopts="-m     0"

       •      Configure /dev/sdb with 2 primary partitions, one extended partition, and 3 logical
              partitions.

       •      Encrypt the swap space, /tmp, and /local00. As described in  the  CAVEATS  section,
              the encryption keys will be stored in a temporary directory only.

       •      Do not forget to install the cryptsetup package on a system using thus scheme.

       •      The  initial password for the encrypted device can also be set in the configuration
              file by using the syntax - luks:"secret"

       •      With a working RAID+LVM configuration, an encryption layer can be added between the
              RAID  and  LVM  device  layers by adding the following cryptsetup configuration. In
              this case, the encrypted device will be called 'crypt_format_md1' and will be  used
              as the underlying physical device (PV) in LVM.

              disk_config cryptsetup
              luks    -        /dev/md1       -       -

       tmpfs example

              disk_config tmpfs
              tmpfs   /tmp    RAM:20% defaults
              tmpfs   /scratch        3GiB    defaults

       •      Mount  a  tmpfs on /tmp with a maximum size equal to 20% of the total amount of RAM
              in the machine. This is equivalent to using size=20% in the tmpfs mount options.

       •      Mount a tmpfs on /scratch with a maximum size of 3 GiB.

       Simple BTRFS example

              disk_config disk1
              primary /boot 500 ext4 rw
              primary - 2G- - -

              disk_config disk2
              primary - 2G- - -

              disk_config disk3 sameas:disk2
              disk_config disk4 sameas:disk2

              disk_config btrfs fstabkey:uuid
              btrfs raid1 /                 disk1.2,disk2.1  noatime,subvol=@/
              btrfs raid1 /home             disk3.1,disk4.1  subvol=@home,noatime

       •      Four disks are used to create a BTRFS  RAID.  The  first  disk  contains  the  boot
              partition, the second partition of disk one and the second disk in its entirety are
              used to create the / RAID.  The third and fourth disks are used to create the /home
              RAID.

       •      Note  that  each BTRFS RAID must contain an initial subvolume. This is necessary to
              use advanced BTRFS features such as snapshots. The initial subvolume name is  taken
              from the subvol mountoption. In the above example those would be @/ and @home.
               Subvolume names begin with an @ by convention.

       •      Every  BTRFS  line  must  begin with btrfs followed by the RAID-level of the actual
              data -- NOT metadata! By default metadata uses RAID1, however this can  be  changed
              using createopts.

       External log device example

              disk_config /dev/sda fstabkey:uuid bootable:2
              primary /       20GiB   ext3            defaults
              primary /boot   250     ext2            defaults
              primary swap    4GiB    swap            defaults
              logical -       256     ext3_journal    -
              logical -       256     ext4_journal    -
              logical -       256     xfs_journal     -

              disk_config /dev/sdb fstabkey:uuid
              primary /mnt/ext3       33%     ext3:journal=/dev/sda5          defaults
              primary /mnt/ext4       33%     ext4:journal=/dev/sda6          defaults
              primary /mnt/xfs        33%     xfs:journal=/dev/sda7           defaults

       •      Mount an ext3 filesystem on /dev/sdb1 with an external journal on /dev/sda5

       •      Mount an ext4 filesystem on /dev/sdb2 with an external journal on /dev/sda6

       •      Mount an XFS filesystem on /dev/sdb3 using /dev/sda7 as the log device

       Example using a GPT partition table and EFI/ESP partition

              disk_config disk1 disklabel:gpt fstabkey:uuid bootable:1
              primary   /boot/efi  200     vfat    rw
              primary   /          1G-     ext4    rw

       •      Creating  a  ESP partition is very simple. Use a GPT partition table, create a vfat
              partitoon which is aslo bootable. That's it.

SYNTAX

       This section describes the syntax of disk_config files

       file ::= <lines> EOF

       lines ::= EOL
                 /* empty lines or whitespace only */
                 | <comment> EOL
                 | <config> EOL

       comment ::= #.*

       config ::= disk_config lvm( <lvmoption>)*
                  | disk_config raid( <raidoption>)*
                  | disk_config cryptsetup( <cryptsetupoption>)*
                  | disk_config tmpfs
                  | disk_config end
                  | disk_config disk[[:digit:]]+( <option>)*
                  | disk_config [^[:space:]]+( <option>)*
                  /* fully qualified device-path or short form, like hda, whereby full
                   * path is assumed to be /dev/hda; may contain shell globbing such
                   * as /dev/disk/by-id/scsi-* */
                  | <volume>

       lvmoption ::= /* empty */
                  | preserve_always:([^/,\s\-]+-[^/,\s\-]+(,[^/,\s\-]+-[^/,\s\-]+)*|all)
                  /* preserve volumes -- always */
                  | preserve_reinstall:([^/,\s\-]+-[^/,\s\-]+(,[^/,\s\-]+-[^/,\s\-]+)*|all)
                  /* preserve volumes -- unless the system is installed for the
                  first time */
                  | preserve_lazy:([^/,\s\-]+-[^/,\s\-]+(,[^/,\s\-]+-[^/,\s\-]+)*|all)
                  /* preserve volumes -- unless these don't exist yet */
                  | always_format:([^/,\s\-]+-[^/,\s\-]+(,[^/,\s\-]+-[^/,\s\-]+)*|all)
                  /* run mkfs on the volumes, even if marked as preserve */
                  | resize:([^/,\s\-]+-[^/,\s\-]+(,[^/,\s\-]+-[^/,\s\-]+)*|all)
                  /* attempt to resize partitions */
                  | fstabkey:(device|label|uuid)
                  /* when creating the fstab, the key used for defining the device
                  may be the device (/dev/xxx), a label given using -L, or the uuid
                  */

       raidoption ::= /* empty */
                  | preserve_always:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* preserve volumes -- always */
                  | preserve_reinstall:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* preserve volumes -- unless the system is installed for the
                  first time */
                  | preserve_lazy:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* preserve volumes -- unless these don't exist yet */
                  | always_format:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* run mkfs on the volumes, even if marked as preserve */
                  | fstabkey:(device|label|uuid)
                  /* when creating the fstab the key used for defining the device
                  may be the device (/dev/xxx), a label given using -L, or the uuid
                  */

       cryptsetupoption ::= /* empty */
                  | randinit
                  /* initialise all encrypted partitions with random data */

       option ::= /* empty */
                  | preserve_always:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* preserve partitions -- always; the numbers refer to partition
                  numbers, i.e., preserve_always:5 for /dev/hda refers to /dev/hda5,
                  which may not necessarily be the 5th line of the configuration */
                  | preserve_reinstall:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* preserve partitions -- unless the system is installed for the
                  first time. See preserve_always above for the semantics of numbers
                  used for referring to partitions. */
                  | preserve_lazy:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* preserve partitions -- unless these don't exist yet */
                  | always_format:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* run mkfs on the partitions, even if marked as preserve */
                  | resize:([[:digit:]]+(,[[:digit:]]+)*|all)
                  /* attempt to resize partitions */
                  | disklabel:(msdos|gpt|gpt-bios)
                  /* write a disklabel - default is msdos */
                  | bootable:[[:digit:]]+
                  /* mark a partition bootable, default is / */
                  | virtual
                  /* do not assume the disk to be a physical device, use with xen */
                  | fstabkey:(device|label|uuid)
                  /* when creating the fstab the key used for defining the device
                  may be the device (/dev/xxx), a label given using -L, or the uuid
                  */
                  | sameas:(disk[[:digit:]]+|[^[:space:]]+)
                  /* Indicate that this disk will use the same scheme
                  as the given device. The referenced device must be
                  defined before the device using this option. Use only
                  with identical hardware.
                  */
                  | align-at:([[:digit:]]+[kKMGTPiB]*)
                  /* Align partitions at multiples of the given block size (unit
                  defaults to MiB, if omitted). Such an alignment, e.g., 4K, might be
                  important for proper performance of RAID arrays which use a logical
                  block size other than the sector size of the underlying disks. It
                  must, however, always be a multiple of this sector size.
                  */

       volume  ::=  <type>  <mountpoint>  <size>  <filesystem>   <mount_options>   <luks_options>
       <fs_options>
                  | vg <name> <size> <fs_options>
                  /* lvm vg */
                  | tmpfs <mountpoint> <tmpfs_size> <mount_options>
                  /* tmpfs volume */

       type ::= primary
                /* for physical disks only */
                | logical
                /* for physical disks only */
                | raw-disk
                /* for physical disks only: do not partition this disk, use it as-is */
                | raid[0156]
                /* raid level */
                | luks
                /* encrypted partition using LUKS and auto-generate a key file */
                | luks:"[^"]+"
                /* encrypted partition using LUKS and use quoted string as passphrase */
                | tmp
                /* encrypted partition for /tmp usage, will be
                   recreated with a random key at each boot and
                   reformatted as ext2 */
                | swap
                /* encrypted partition for swap space usage, will
                   be recreated with a random key at each boot and
                   reformatted as swap space */
                | [^/[:space:]]+-[^/[:space:]]+
                /* lvm logical volume: vg name and lv name*/

       mountpoint ::= (-|swap|/[^[:space:]]*)
                      /* do not mount, mount as swap, or mount at fully qualified path */

       name ::= [^/[:space:]]+
                /* lvm volume group name */

       sizespec ::= RAM:[[:digit:]]+%|[[:digit:]]+[kKMGTP%iB]*
                /* size in kilo (KiB), mega (default, MiB), giga (GiB), tera (TiB),
                 * petabytes (PiB) or percentage of disk size or RAM size; integers
                 * only, no decimal numbers.
                 * Use KB, MB, GB, ... for a factor of 1000 instead of 1024 as
                 * multiplier */

       size ::= <sizespec>(-(<sizespec>)?)?(:resize|:preserve_(always|reinstall|lazy))?
                /* size, possibly given as a range; physical partitions or lvm logical
                 * volumes only */
                | -<sizespec>(:resize|:preserve_(always|reinstall|lazy))?
                /* size given as upper limit; physical partitions or lvm logical
                 * volumes only */
                | [^,:[:space:]]+(:(spare|missing))*(,[^,:[:space:]]+(:(spare|missing))*)*
                /* devices and options for a raid or lvm vg */

       tmpfs_size ::= <sizespec>
                /* tmpfs size */

       mount_options ::= [^[:space:]]+

       filesystem ::= -
                      | swap
                      | [^[:space:]]
                      /* mkfs.xxx must exist */

       luks_options ::= (lukscreateoptions=".*")
                        /* options to supply to cryptsetup when creating a LUKS
                         * encrypted filesystem. If no ciper (-c) is specified, then
                         * aes-cbc-essiv:sha2 is used. If no key size (-s) is
                         * specified then 256 is used. */

       fs_options ::= (createopts=".*"|tuneopts=".*"|(pv|vg|lv|md)createopts=".*")*
                      /* options to append to mkfs.xxx and to the filesystem-specific
                       * tuning tool, pvcreate, vgcreate, lvcreate or mdadm */

CAVEATS

       •      If  you use software RAID or LVM in your disk config, do not forget also to add the
              required packages (like mdadm and lvm2) to the package config. Otherwise the client
              will not be able to use these features.

       •      Machine  does  not boot because no partition is marked as bootable: If the bootable
              option is not specified, not partition will be marked as such. Modern BIOSes  don't
              seem  to  require  such  markers  anymore,  but  for  some  systems it may still be
              necessary. Previous versions of  setup-storage  by  default  marked  the  partition
              mounting  / as bootable, but this is not a sane default for all cases.  If you want
              to be sure  not  boot  failures  happen  because  of  a  missing  bootable  marker,
              explicitly  set the bootable option. Of course, there are lots of other reasons why
              a system may fail to boot.

       •      Crypto support requires some site-specific changes: If you use cryptsetup stanza, a
              crypttab(5)  file  and  key  files for all luks volumes will be created (unless you
              used the passphrase option). The key files are left in /tmp/fai; you will  want  to
              copy these to some removable media. To make encrypted root devices actually usable,
              you need to add busybox (and initramfs-tools) to your package config.

       •      For backwards compatibility  or  other  system-specific  reasons  an  alignment  to
              cylinder  boundaries  may be necessary. Yet other systems will have other alignment
              constraints. setup-storage sets the alignment as follows: If align-at is set, align
              accordingly. Otherwise, if any partition on the particular disk is to be preserved,
              default to cylinder alignment. Else use sector alignment.

SEE ALSO

       This program is  part  of  FAI  (Fully  Automatic  Installation).   The  FAI  homepage  is
       http://fai-project.org.

       Further  documentation,  including coding related information, is available in a wiki page
       at http://wiki.fai-project.org/index.php/Setup-storage.

AUTHOR

       The  setup-storage  program  was  written  by  Michael  Tautschnig  <mt@debian.org>,  with
       contributions from Christian Kern, Julien Blache <jblache@debian.org> and others.

       The original and primary author of FAI is Thomas Lange <lange@informatik.uni-koeln.de>.