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Quo vadis Linux File Systems: An
  operations point of view on
      EXT4 and BTRFS
           Udo Seidel
Agenda
●   Introduction/motivation
●   EXT4 – the new member of the extfs family
    ●   Facts, specs
    ●   Operational considerations
●   BTRFS – the newbie .. the hope
    ●   Facts, specs
    ●   Operational considerations
●   Summary

                       LinuxCon Europe 26-28/10 2011   2
Me ;-)
●   Teacher of mathematics and physics
●   PhD in experimental physics
●   Started with Linux in 1996
●   Linux/UNIX trainer
●   Solution engineer in HPC and CAx environment
●   Joined Amadeus in 2006
●   Head of a international team with people in
    Erding, Miami and Sydney
                    LinuxCon Europe 26-28/10 2011   3
File systems challenges
●   Speed
●   Size/growth
●   Flexibility
●   Sustainability




                     LinuxCon Europe 26-28/10 2011   4
Linux file systems
●   More than 50 file systems shipped with Linux
    kernel
    ●   Local
    ●   Remote
    ●   Cluster
    ●   ...
●   A few as standard for root directory
    ●   EXT2, EXT3
    ●   XFS
                      LinuxCon Europe 26-28/10 2011   5
Operational challenges with Linux
              file systems
●   ReiserFS
    ●   sun-setted
    ●   Big installation base
●   EXT3
    ●   Stable, robust
    ●   Slow
●   XFS
    ●   Additional costs?
●   Changes in recent Enterprise distributions
                         LinuxCon Europe 26-28/10 2011   6
Chances, possibilities, choices for
       the next Linux file systems
●   New version of the extfs family -> EXT4
     ●   Marked as stable
     ●   Shipped with Enterprise distributions
●   New approach with BTRFS
     ●   Still experimental in vanilla kernel
     ●   Shipped as production ready by some Enterprise
         distributions



                         LinuxCon Europe 26-28/10 2011    7
th
               4 extended file system
●   Shipped since 2.6.19
●   Stable since 2.6.28
●   To overcome limits of EXT3
    ●   Size
    ●   Performance




                      LinuxCon Europe 26-28/10 2011   8
EXT4 - facts
●   Max volume size: 1 EB = 1024 PB (EXT3: 16
    TB)
●   Max file size: 16 TB (EXT3: 2 TB)
●   Max length of file name: 256 Bytes
●   Support of extended attributes
●   No encryption
●   Not really compression
●   Partially 64bit
                       LinuxCon Europe 26-28/10 2011   9
EXT4 – operational first glance
●   Looks promising
●   OPROC/procedure changes?
●   Behaviour changes?
●   Migration




                  LinuxCon Europe 26-28/10 2011   10
EXT4 – OPROCs/procedures
●   Known tools
    ●   mkfs
    ●   fsck

    ●   tune2fs
    ●   e2label


    => Easy to re-use or adapt of existing :-)

                    LinuxCon Europe 26-28/10 2011   11
EXT4 – Behaviour changes ...
●   Extents
●   Improved block allocation
●   Journaling
●   File system check




                   LinuxCon Europe 26-28/10 2011   12
EXT4 – from blocks to extents
●   Common addressing for modern file systems
    ●   Overdue
    ●   Contiguous area of blocks
        –   Less management information needed
        –   Less meta data operations
        –   Less “fragmentation”
●   Requires change of on-disk format :-(
    ●   Migration paths?


                         LinuxCon Europe 26-28/10 2011   13
EXT4 – delayed allocation
●   Use cache information for placement
●   Less fragmentation
●   Risk of data loss in early versions => improved
    since 2.6.30
●   Easy switch on/off
●   No change of on-disk format! :-)



                    LinuxCon Europe 26-28/10 2011     14
EXT4 – “clever” allocation
●   Support of system call fallocate()
    ●   Application reserves blocks ahead
    ●   File system ensures disk space availability
●   Allocation information in extent structure
    ●   Only usable with extents!




                       LinuxCon Europe 26-28/10 2011   15
EXT4 – consistency via JBD2
●   Transactions have checksums
●   64 bit ready
●   Deactivation possible
    ●   Keep other EXT4 features
    ●   Comparison: EXT3 ... -> EXT2
    ●   Reduction of file systems in use :-)




                        LinuxCon Europe 26-28/10 2011   16
EXT4 – repair
●   Improved fsck()
    ●   No check of unused blocks
        –   information stored in block group header
        –   Information secured via checksums
        –   (de)activation possible at any time
    ●   First run possibly as slow like in EXT3




                          LinuxCon Europe 26-28/10 2011   17
EXT4 – other news
●   Nano second precision time stamps
    ●   Unix millennium bug shifted to 2514
●   More subdirectories
    ●   Up to 65000
    ●   More than 65000 ... with limitation




                        LinuxCon Europe 26-28/10 2011   18
EXT4 – background for migration
●   2 kind of changes compared to EXT3
    ●   change of on-disk format:
        –   Extents
        –   Only enabled for new files via tune2fs
        –   Additional tasks needed
    ●   On-disk format not relevant:
        –   block allocation
        –   Immediately enabled via tune2fs



                           LinuxCon Europe 26-28/10 2011   19
EXT4 – general migration paths
●   mkfs() and backup/restore
    ●   Clean new file system structure
    ●   Only way for file systems other than EXT2/3
    ●   Extended outage
●   Conversion via tune2fs
    ●   Partial only
    ●   Possible for EXT2/3 family only
    ●   Faster/easier

                        LinuxCon Europe 26-28/10 2011   20
EXT4 – migration strategy
●   It depends
●   For us: both options
    ●   Significant installation base of non-EXT2/3
    ●   Big landscape (2500+ Linux servers)




                       LinuxCon Europe 26-28/10 2011   21
EXT4 – migration via mkfs()
●   For all new deployments
●   for existing file systems
    ●   On demand
    ●   By chance




                     LinuxCon Europe 26-28/10 2011   22
EXT4 – migration via tune2fs
●    Results in mix of EXT2/3 and EXT4 structure
●    Access via EXT2/3 driver impossible
●    fsck() needed
    parameter     description
    extent        Extent based block allocation
    flex_bg       Flexible placement of meta data
    uninit_bg     Flag uninitialized blocks for faster fsck
    dir_nlink     Infinite number of sub directories
    extra_isize   Timestamps with nano seconds


                          LinuxCon Europe 26-28/10 2011       23
EXT4 – migration hints
●   fsck() recommended
●   /boot – booting from EXT4 possible?
●   Rescue media enabled for EXT4?
●   Backup/restore of EXT4?




                   LinuxCon Europe 26-28/10 2011   24
EXT4 – summary
●   Good successor of EXT3
●   Manages higher amount of data
●   Faster
    ●   Performance
    ●   recovery
●   Safer
●   Sufficient migration options from/to EXT2/3
    => GO!
                      LinuxCon Europe 26-28/10 2011   25
Better/b-tree file system
●   Shipped since 2.6.29
●   Still experimental
    ●   In vanilla kernel
    ●   But .... production ready in some Enterprise
        distributions
●   Supposed to replace EXT3/4
●   New storage management approach


                        LinuxCon Europe 26-28/10 2011   26
BTRFS - facts
●   Max volume/file size: 16 EB
●   Max length of file name: 256 Bytes
●   Support of
    ●   Extended attributes
    ●   No encryption yet
    ●   Snapshot
    ●   Compression
    ●   Copy-on-Write

                        LinuxCon Europe 26-28/10 2011   27
BTRFS – operational first glance
●   OPROC/procedure changes?
●   Behaviour changes?
●   Migration




                 LinuxCon Europe 26-28/10 2011   28
BTRFS – OPROCs/procedures
●   Known tools
    ●   mkfs ... with limitation
    ●   fsck ... with limitation

    ●   tune2fs -> nope
    ●   XXlabel -> nope


    => No easy to re-use or adapt of existing :-(

                          LinuxCon Europe 26-28/10 2011   29
BTRFS – behaviour changes ...
●   Device management
●   Snapshots
●   Compression




                  LinuxCon Europe 26-28/10 2011   30
BTRFS – device management
●   Included volume manager
    ●   RAID-0, RAID-1, ...
    ●   Add/remove devices
    ●   ...
●   New tool
    ●   change of OPROC's/procedures :-(
    ●   Change to CLI/GUI or new CLI/GUI tools :-(



                       LinuxCon Europe 26-28/10 2011   31
BTRFS – snapshots
●   Not really new ... but not used so far
●   Integration into package management
    ●   automatic - no additional tasks
    ●   Faster roll-back
    ●   Post change tracking
●   New tool
    ●   New OPROC's anyway :-|
    ●   Minimal human intervention :-)

                       LinuxCon Europe 26-28/10 2011   32
BTRFS – compression
●   Transparent
●   Flexible:
    ●   different algorithms possible
    ●   Easy to switch on/off
●   Operations:
    ●   Minimal changes on admin side
    ●   No changes on other levels :-)



                        LinuxCon Europe 26-28/10 2011   33
BTRFS – file system check
●   Yes ... there is something ....
●   Reliable?
●   Use of alternatives?!
    ●   Backup/restore
        –   Possible longer outage :-(
        –   covered in OPROC's :-)
    ●   Snapshots -> new at all :-(



                           LinuxCon Europe 26-28/10 2011   34
BTRFS – what else
●   Support of POSIX ACL's
●   Online grow/shrink
●   Online add/removal of disks
●   SSD-aware
●   Management tool evolution (btrfsctl -> btrfs)
●   du/df not fully BTRFS-aware



                   LinuxCon Europe 26-28/10 2011    35
BTRFS – migration paths
●   mkfs() and backup/restore
    OR
●   In place from EXT3/4 via tool btrfs-convert
    ●   Via libe2fs
    ●   BTRFS meta data location flexible
    ●   Old EXT3/4 organized in snapshot
    ●   Roll-back possible to date/time of conversion



                       LinuxCon Europe 26-28/10 2011    36
BTRFS – migration strategy
●   In place via btrfs-convert
    ●   Fast
    ●   EXT3/4 a given in data centre by then
    ●   Change management friendly




                       LinuxCon Europe 26-28/10 2011   37
BTRFS – migration hints
●   New file system – check everything!
●   General knowledge/awareness
●   /boot – booting from BTRFS possible?
●   Rescue media enabled for BTRFS?
●   Backup/restore of BTRFS?




                   LinuxCon Europe 26-28/10 2011   38
BTRFS summary
●   Still experimental
●   Meets standard file systems requirements
●   Bridges existing gaps
●   Easy migration from EXT3/4 possible
●   New approach to storage management
●   Prospects
    ●   SSD
    ●   Compression
                      LinuxCon Europe 26-28/10 2011   39
Summary
●   Improvement moving to EXT4
●   Safe switching to EXT4
●   In place migration from EXT3 possible

●   Future is BTRFS
●   In place migration from EXT3/4 to BTRFS
    possible


                   LinuxCon Europe 26-28/10 2011   40
References
●   http://ext4.wiki.kernel.org
●   http://btrfs.wiki.kernel.org




                     LinuxCon Europe 26-28/10 2011   41
Thank you!




LinuxCon Europe 26-28/10 2011   42

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Linuxconeurope2011.ext4btrfs.talk

  • 1. Quo vadis Linux File Systems: An operations point of view on EXT4 and BTRFS Udo Seidel
  • 2. Agenda ● Introduction/motivation ● EXT4 – the new member of the extfs family ● Facts, specs ● Operational considerations ● BTRFS – the newbie .. the hope ● Facts, specs ● Operational considerations ● Summary LinuxCon Europe 26-28/10 2011 2
  • 3. Me ;-) ● Teacher of mathematics and physics ● PhD in experimental physics ● Started with Linux in 1996 ● Linux/UNIX trainer ● Solution engineer in HPC and CAx environment ● Joined Amadeus in 2006 ● Head of a international team with people in Erding, Miami and Sydney LinuxCon Europe 26-28/10 2011 3
  • 4. File systems challenges ● Speed ● Size/growth ● Flexibility ● Sustainability LinuxCon Europe 26-28/10 2011 4
  • 5. Linux file systems ● More than 50 file systems shipped with Linux kernel ● Local ● Remote ● Cluster ● ... ● A few as standard for root directory ● EXT2, EXT3 ● XFS LinuxCon Europe 26-28/10 2011 5
  • 6. Operational challenges with Linux file systems ● ReiserFS ● sun-setted ● Big installation base ● EXT3 ● Stable, robust ● Slow ● XFS ● Additional costs? ● Changes in recent Enterprise distributions LinuxCon Europe 26-28/10 2011 6
  • 7. Chances, possibilities, choices for the next Linux file systems ● New version of the extfs family -> EXT4 ● Marked as stable ● Shipped with Enterprise distributions ● New approach with BTRFS ● Still experimental in vanilla kernel ● Shipped as production ready by some Enterprise distributions LinuxCon Europe 26-28/10 2011 7
  • 8. th 4 extended file system ● Shipped since 2.6.19 ● Stable since 2.6.28 ● To overcome limits of EXT3 ● Size ● Performance LinuxCon Europe 26-28/10 2011 8
  • 9. EXT4 - facts ● Max volume size: 1 EB = 1024 PB (EXT3: 16 TB) ● Max file size: 16 TB (EXT3: 2 TB) ● Max length of file name: 256 Bytes ● Support of extended attributes ● No encryption ● Not really compression ● Partially 64bit LinuxCon Europe 26-28/10 2011 9
  • 10. EXT4 – operational first glance ● Looks promising ● OPROC/procedure changes? ● Behaviour changes? ● Migration LinuxCon Europe 26-28/10 2011 10
  • 11. EXT4 – OPROCs/procedures ● Known tools ● mkfs ● fsck ● tune2fs ● e2label => Easy to re-use or adapt of existing :-) LinuxCon Europe 26-28/10 2011 11
  • 12. EXT4 – Behaviour changes ... ● Extents ● Improved block allocation ● Journaling ● File system check LinuxCon Europe 26-28/10 2011 12
  • 13. EXT4 – from blocks to extents ● Common addressing for modern file systems ● Overdue ● Contiguous area of blocks – Less management information needed – Less meta data operations – Less “fragmentation” ● Requires change of on-disk format :-( ● Migration paths? LinuxCon Europe 26-28/10 2011 13
  • 14. EXT4 – delayed allocation ● Use cache information for placement ● Less fragmentation ● Risk of data loss in early versions => improved since 2.6.30 ● Easy switch on/off ● No change of on-disk format! :-) LinuxCon Europe 26-28/10 2011 14
  • 15. EXT4 – “clever” allocation ● Support of system call fallocate() ● Application reserves blocks ahead ● File system ensures disk space availability ● Allocation information in extent structure ● Only usable with extents! LinuxCon Europe 26-28/10 2011 15
  • 16. EXT4 – consistency via JBD2 ● Transactions have checksums ● 64 bit ready ● Deactivation possible ● Keep other EXT4 features ● Comparison: EXT3 ... -> EXT2 ● Reduction of file systems in use :-) LinuxCon Europe 26-28/10 2011 16
  • 17. EXT4 – repair ● Improved fsck() ● No check of unused blocks – information stored in block group header – Information secured via checksums – (de)activation possible at any time ● First run possibly as slow like in EXT3 LinuxCon Europe 26-28/10 2011 17
  • 18. EXT4 – other news ● Nano second precision time stamps ● Unix millennium bug shifted to 2514 ● More subdirectories ● Up to 65000 ● More than 65000 ... with limitation LinuxCon Europe 26-28/10 2011 18
  • 19. EXT4 – background for migration ● 2 kind of changes compared to EXT3 ● change of on-disk format: – Extents – Only enabled for new files via tune2fs – Additional tasks needed ● On-disk format not relevant: – block allocation – Immediately enabled via tune2fs LinuxCon Europe 26-28/10 2011 19
  • 20. EXT4 – general migration paths ● mkfs() and backup/restore ● Clean new file system structure ● Only way for file systems other than EXT2/3 ● Extended outage ● Conversion via tune2fs ● Partial only ● Possible for EXT2/3 family only ● Faster/easier LinuxCon Europe 26-28/10 2011 20
  • 21. EXT4 – migration strategy ● It depends ● For us: both options ● Significant installation base of non-EXT2/3 ● Big landscape (2500+ Linux servers) LinuxCon Europe 26-28/10 2011 21
  • 22. EXT4 – migration via mkfs() ● For all new deployments ● for existing file systems ● On demand ● By chance LinuxCon Europe 26-28/10 2011 22
  • 23. EXT4 – migration via tune2fs ● Results in mix of EXT2/3 and EXT4 structure ● Access via EXT2/3 driver impossible ● fsck() needed parameter description extent Extent based block allocation flex_bg Flexible placement of meta data uninit_bg Flag uninitialized blocks for faster fsck dir_nlink Infinite number of sub directories extra_isize Timestamps with nano seconds LinuxCon Europe 26-28/10 2011 23
  • 24. EXT4 – migration hints ● fsck() recommended ● /boot – booting from EXT4 possible? ● Rescue media enabled for EXT4? ● Backup/restore of EXT4? LinuxCon Europe 26-28/10 2011 24
  • 25. EXT4 – summary ● Good successor of EXT3 ● Manages higher amount of data ● Faster ● Performance ● recovery ● Safer ● Sufficient migration options from/to EXT2/3 => GO! LinuxCon Europe 26-28/10 2011 25
  • 26. Better/b-tree file system ● Shipped since 2.6.29 ● Still experimental ● In vanilla kernel ● But .... production ready in some Enterprise distributions ● Supposed to replace EXT3/4 ● New storage management approach LinuxCon Europe 26-28/10 2011 26
  • 27. BTRFS - facts ● Max volume/file size: 16 EB ● Max length of file name: 256 Bytes ● Support of ● Extended attributes ● No encryption yet ● Snapshot ● Compression ● Copy-on-Write LinuxCon Europe 26-28/10 2011 27
  • 28. BTRFS – operational first glance ● OPROC/procedure changes? ● Behaviour changes? ● Migration LinuxCon Europe 26-28/10 2011 28
  • 29. BTRFS – OPROCs/procedures ● Known tools ● mkfs ... with limitation ● fsck ... with limitation ● tune2fs -> nope ● XXlabel -> nope => No easy to re-use or adapt of existing :-( LinuxCon Europe 26-28/10 2011 29
  • 30. BTRFS – behaviour changes ... ● Device management ● Snapshots ● Compression LinuxCon Europe 26-28/10 2011 30
  • 31. BTRFS – device management ● Included volume manager ● RAID-0, RAID-1, ... ● Add/remove devices ● ... ● New tool ● change of OPROC's/procedures :-( ● Change to CLI/GUI or new CLI/GUI tools :-( LinuxCon Europe 26-28/10 2011 31
  • 32. BTRFS – snapshots ● Not really new ... but not used so far ● Integration into package management ● automatic - no additional tasks ● Faster roll-back ● Post change tracking ● New tool ● New OPROC's anyway :-| ● Minimal human intervention :-) LinuxCon Europe 26-28/10 2011 32
  • 33. BTRFS – compression ● Transparent ● Flexible: ● different algorithms possible ● Easy to switch on/off ● Operations: ● Minimal changes on admin side ● No changes on other levels :-) LinuxCon Europe 26-28/10 2011 33
  • 34. BTRFS – file system check ● Yes ... there is something .... ● Reliable? ● Use of alternatives?! ● Backup/restore – Possible longer outage :-( – covered in OPROC's :-) ● Snapshots -> new at all :-( LinuxCon Europe 26-28/10 2011 34
  • 35. BTRFS – what else ● Support of POSIX ACL's ● Online grow/shrink ● Online add/removal of disks ● SSD-aware ● Management tool evolution (btrfsctl -> btrfs) ● du/df not fully BTRFS-aware LinuxCon Europe 26-28/10 2011 35
  • 36. BTRFS – migration paths ● mkfs() and backup/restore OR ● In place from EXT3/4 via tool btrfs-convert ● Via libe2fs ● BTRFS meta data location flexible ● Old EXT3/4 organized in snapshot ● Roll-back possible to date/time of conversion LinuxCon Europe 26-28/10 2011 36
  • 37. BTRFS – migration strategy ● In place via btrfs-convert ● Fast ● EXT3/4 a given in data centre by then ● Change management friendly LinuxCon Europe 26-28/10 2011 37
  • 38. BTRFS – migration hints ● New file system – check everything! ● General knowledge/awareness ● /boot – booting from BTRFS possible? ● Rescue media enabled for BTRFS? ● Backup/restore of BTRFS? LinuxCon Europe 26-28/10 2011 38
  • 39. BTRFS summary ● Still experimental ● Meets standard file systems requirements ● Bridges existing gaps ● Easy migration from EXT3/4 possible ● New approach to storage management ● Prospects ● SSD ● Compression LinuxCon Europe 26-28/10 2011 39
  • 40. Summary ● Improvement moving to EXT4 ● Safe switching to EXT4 ● In place migration from EXT3 possible ● Future is BTRFS ● In place migration from EXT3/4 to BTRFS possible LinuxCon Europe 26-28/10 2011 40
  • 41. References ● http://ext4.wiki.kernel.org ● http://btrfs.wiki.kernel.org LinuxCon Europe 26-28/10 2011 41
  • 42. Thank you! LinuxCon Europe 26-28/10 2011 42