Migrating a host from one ZFS pool to another

Some time ago, I created a build machine to test out pkg building using poudriere for i386, amd64, and armv6.

The machine was old, had a single disk, but 6G of RAM. I ended up using ZFS on it. Now that things are working properly, I wanted to move it to a more appropriate box (12 core, 32G, SSD). Putting an old disk in it to boot from sounded silly. Time to copy the data to the new host. Fortunately, ZFS makes this very easy. The migration is from a single disk, to a mirrored pair, but you could just as easily use any layout including raidz, raidz2, etc.

Things to note: You can’t have 2 zpools of the same name; you can’t export the pool you are booted from.

Things we’ll be doing:

  • Attach disk via USB to new host
  • Boot system via USB disk
  • Stop (and disable) system services
  • Create new zpool
  • Install bootblocks
  • Snapshot (recursive)
  • Zfs send | zfs receive
  • Export new zpool
  • Reboot using mfsbsd
  • Disconnect USB disk
  • Import pool (change pool names here if new and old were different, but you want them the same)
  • Zpool set bootfs
  • Edit rc.conf for things like interface changes
  • Reboot on new disk(s)/pool

Attach the old disk

Start by taking the disk from the old system and attaching it via USB to the new system. I have one that offers an additional power plug, so its not relying on USB to power the device. This can be important if you’re not using a laptop drive, or a cd/dvd designed to run on low power. Now boot off this disk (we want to use the existing system to create the new one so there are no issues of compatibility with ZFS.

Creating a new zpool

Now we can create our new zpool. I make mine a mirror. Substitute the disk you want to work on for ${disk}. Substitute the amount of RAM you have for ${ram_size}. If the value is large, you can just use 8192 (8G). This is probably sufficient unless your system tends to swap a lot.

zpool labelclear -f /dev/${disk}
gpart destroy -F ${disk}
gpart create -s gpt ${disk}
gpart add -a 4k -t efi -s 100M -l efi0 ${disk}
gpart add -a 4k -t freebsd-boot -s 1M -l boot0 ${disk}
gpart add -a 4k -t freebsd-swap -s ${ram_size}G -l swap0 ${disk}
gpart add -a 4k -t freebsd-zfs -l disk0 ${disk}
gnop create -S 4096 /dev/gpt/disk0
gmirror label -b prefer swap /dev/gpt/swap0 /dev/gpt/swap1

We’ve now cleared existing partition and label information from the new disks, created new partitioning, ensured that ZFS will use 4k sector (all the new disks use 4k natively, so this makes sure we’re being efficient. Lastly, we setup our mirrored swap.

Depending on whether you’re booting UEFI or not, you may not want to create the efi partiton above. If this is the case, further down, don’t try to install the efi boot blocks either.

Again, if you’re not doing the UEFI thing, don’t add the partition or boot code. Also, reduce the mbr bootcode indexes by 1 (instead of 2, use 1). If in doubt, you can do

[root@builder ~ ]$ gpart show /dev/mfid0
=>       40  499056560  mfid0  GPT  (238G)
         40     204800      1  efi  (100M)
     204840       2048      2  freebsd-boot  (1.0M)
     206888   67108864      3  freebsd-swap  (32G)
   67315752  431740840      4  freebsd-zfs  (206G)
  499056592          8         - free -  (4.0K)

[root@builder ~ ]$ gpart show /dev/mfid1
=>       40  499056560  mfid1  GPT  (238G)
         40     204800      1  efi  (100M)
     204840       2048      2  freebsd-boot  (1.0M)
     206888   67108864      3  freebsd-swap  (32G)
   67315752  431740840      4  freebsd-zfs  (206G)
  499056592          8         - free -  (4.0K)

[root@builder ~ ]$

to see what your partition table looks like (do this for each disk you’re working with. If its a mirror, make sure they’re both treated the same.

zpool create -f -o altroot=/mnt -O compress=lz4 -O atime=off -O checksum=fletcher4 -O canmount=off -m none tank /dev/gpt/disk0.nop
zpool attach tank /dev/gpt/disk0.nop /dev/gpt/disk1.nop

This is where we actually create our zpool. We specify using the nop devices to ensure that ZFS will set things up for 4k. After reboot, nop won’t exist, and ZFS will just ‘do the right thing’. I’ve created the new pool as tank, because the old pool is called zroot. We’ll change the name towards the end.

Snapshot and send|receive

If you have existing snapshots, you may want to clear them. If so, you can do that with the following:

List the snapshots (good to check before making them all disappear):

zfs list -H -o name -t snapshot

Make them all disappear:

zfs list -H -o name -t snapshot | xargs -n1 zfs destroy

Now its time to snapshot the entire zroot pool. We can do this with:

zfs snapshot -r zroot@migration

The last argument there is of the form ‘pool-name’@‘snapshot-name’. These are freeform, you can call them what ever you want. I chose these because it made sense for what I was trying to do.

Time to use ZFS send to shoot the snapshot data into the new pool:

zfs send -R zroot@migration | zfs recv -F tank

The ‘-R’ sends all of it. Snapshot, and anything that the snapshot depends on. The ‘-F’ forces a rollback of the filesystem to the most snapshot before performing the receive operation.

Export, then Reboot to mfsbsd

Export the pool:

zpool export -f tank

Time to reboot and boot up with mfsbsd and login with root/mfsroot.

Import the new pool with the old-pool name. For me, the new pool is tank, and the old-pool name is zroot.

zpool import -o altroot=/mnt tank zroot

You should now have the zroot pool mounted on /mnt. You can now do

[root@mfsbsd ~ ]$ zfs mount -a
[root@mfsbsd ~ ]$ zfs list
NAME                                     USED  AVAIL  REFER  MOUNTPOINT
zroot                                   38.4G   159G    96K  none
zroot/ROOT                              17.5G   159G    96K  none
zroot/ROOT/default                      17.5G   159G  14.1G  /mnt
zroot/freebsd-svn                       5.06G   159G  5.06G  /mnt/svn
zroot/poudriere                         4.39G   159G    96K  none
zroot/poudriere/data                     461M   159G   104K  /mnt/usr/local/poudriere/data
zroot/poudriere/data/.m                 3.18M   159G  3.18M  /mnt/usr/local/poudriere/data/.m
zroot/poudriere/data/cache              3.18M   159G  3.18M  /mnt/usr/local/poudriere/data/cache
zroot/poudriere/data/logs               14.9M   159G  14.9M  /mnt/usr/local/poudriere/data/logs
zroot/poudriere/data/packages            440M   159G   440M  /mnt/usr/local/poudriere/data/packages
zroot/poudriere/data/wrkdirs              96K   159G    96K  /mnt/usr/local/poudriere/data/wrkdirs
zroot/poudriere/jails                   2.77G   159G    96K  none
zroot/poudriere/jails/10_3_0_amd64      1.28G   159G  1.28G  /mnt/usr/local/poudriere/jails/10_3_0_amd64
zroot/poudriere/jails/10_3_0_dns_amd64    96K   159G    96K  /mnt/usr/local/poudriere/jails/10_3_0_dns_amd64
zroot/poudriere/jails/11_0_0_armv6      1.49G   159G  1.49G  /mnt/usr/local/poudriere/jails/11_0_0_armv6
zroot/poudriere/ports                   1.17G   159G    96K  none
zroot/poudriere/ports/default           1.17G   159G  1.17G  /mnt/usr/local/poudriere/ports/default
zroot/tmp                               41.7M   159G  41.5M  /mnt/tmp
zroot/usr                               11.4G   159G    96K  /mnt/usr
zroot/usr/home                          5.56G   159G  5.56G  /mnt/usr/home
zroot/usr/ports                         3.54G   159G  3.05G  /mnt/usr/ports
zroot/usr/src                           2.34G   159G  1.17G  /mnt/usr/src
zroot/var                               16.0M   159G    96K  /mnt/var
zroot/var/audit                           96K   159G    96K  /mnt/var/audit
zroot/var/crash                           96K   159G    96K  /mnt/var/crash
zroot/var/log                           15.5M   159G  15.3M  /mnt/var/log
zroot/var/mail                           160K   159G    96K  /mnt/var/mail
zroot/var/tmp                            160K   159G    96K  /mnt/var/tmp
[root@mfsbsd ~ ]$

Now our pool has been renamed. We need to set the bootfs parameter.

zpool set bootfs=zroot/ROOT/default zroot

Install the bootcode. Again, if you’re not doing EFI, don’t try to install the EFI bootcode.

cd /mnt
gpart bootcode -p boot/boot1.efifat -i 1 ${disk}
gpart bootcode -b boot/pmbr -p boot/gptzfsboot -i 2 ${disk}

Last changes

Now its time to make any last changes we want before booting our “new” system. Don’t forget, prefix your paths with ‘/mnt’. Things you might want to change are ifconfig_ variables. Services should already be disabled, but double check and disable that have still been left on.

Export the zpool and reboot to the new pool:

zpool export zroot
reboot

Make sure you don’t boot mfsbsd again (remove the media, or choose to boot off the internal disk (you may need to configure the bios to boot UEFI if you haven’t already, and you performed the UEFI partitioning steps).

If all goes well, it will boot to the new system successfully. Don’t forget to enable the services we disabled in the beginning.


Footnotes and References