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ZFS

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For other uses, see ZFS (disambiguation).

ZFS
Developer(s)Sun Microsystems originally, Oracle Corporation since 2010, OpenZFS since 2013
VariantsOracle ZFS, OpenZFS
IntroducedNovember 2005; 18 years ago (2005-11) with OpenSolaris
Structures
Directory contentsExtensible hash table
Limits
Max volume size256 trillion yobibytes (2128 bytes)[1]
Max file size16 exbibytes (264 bytes)
Max no. of files
  • Per directory: 248
  • Per file system: unlimited[1]
Max filename length1023 ASCII characters (fewer for multibyte character standards such as Unicode)
Features
ForksYes (called "extended attributes", but they are full-fledged streams)
AttributesPOSIX, extended attributes
File system
permissions		Unix permissions, NFSv4 ACLs
Transparent
compression		Yes
Transparent
encryption		Yes
Data deduplicationYes
Copy-on-writeYes
Other
Supported
operating systems

ZFS (previously Zettabyte File System) is a file system with volume management capabilities. It began as part of the Sun Microsystems Solaris operating system in 2001. Large parts of Solaris, including ZFS, were published under an open source license as OpenSolaris for around 5 years from 2005 before being placed under a closed source license when Oracle Corporation acquired Sun in 2009–2010. During 2005 to 2010, the open source version of ZFS was ported to Linux, Mac OS X (continued as MacZFS) and FreeBSD. In 2010, the illumos project forked a recent version of OpenSolaris, including ZFS, to continue its development as an open source project. In 2013, OpenZFS was founded to coordinate the development of open source ZFS.[3][4][5] OpenZFS maintains and manages the core ZFS code, while organizations using ZFS maintain the specific code and validation processes required for ZFS to integrate within their systems. OpenZFS is widely used in Unix-like systems.[6][7][8]

Overview

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The management of stored data generally involves two aspects: the physical volume management of one or more block storage devices (such as hard drives and SD cards), including their organization into logical block devices as VDEVs (ZFS Virtual Device)[9] as seen by the operating system (often involving a volume manager, RAID controller, array manager, or suitable device driver); and the management of data and files that are stored on these logical block devices (a file system or other data storage).

Example: A RAID array of 2 hard drives and an SSD caching disk is controlled by Intel's RST system, part of the chipset and firmware built into a desktop computer. The Windows user sees this as a single volume, containing an NTFS-formatted drive of their data, and NTFS is not necessarily aware of the manipulations that may be required (such as reading from/writing to the cache drive or rebuilding the RAID array if a disk fails). The management of the individual devices and their presentation as a single device is distinct from the management of the files held on that apparent device.

ZFS is unusual because, unlike most other storage systems, it unifies both of these roles and acts as both the volume manager and the file system. Therefore, it has complete knowledge of both the physical disks and volumes (including their status, condition, and logical arrangement into volumes) as well as of all the files stored on them. ZFS is designed to ensure (subject to suitable hardware) that data stored on disks cannot be lost due to physical errors, misprocessing by the hardware or operating system, or bit rot events and data corruption that may happen over time. Its complete control of the storage system is used to ensure that every step, whether related to file management or disk management, is verified, confirmed, corrected if needed, and optimized, in a way that the storage controller cards and separate volume and file systems cannot achieve.

ZFS also includes a mechanism for dataset and pool-level snapshots and replication, including snapshot cloning, which is described by the FreeBSD documentation as one of its "most powerful features" with functionality that "even other file systems with snapshot functionality lack".[10] Very large numbers of snapshots can be taken without degrading performance, allowing snapshots to be used prior to risky system operations and software changes, or an entire production ("live") file system to be fully snapshotted several times an hour in order to mitigate data loss due to user error or malicious activity. Snapshots can be rolled back "live" or previous file system states can be viewed, even on very large file systems, leading to savings in comparison to formal backup and restore processes.[10] Snapshots can also be cloned to form new independent file systems. ZFS also has the ability to take a pool level snapshot (known as a "checkpoint"), which allows rollback of operations that may affect the entire pool's structure or that add or remove entire datasets.

History

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See also: Solaris (operating system), OpenSolaris, OpenIndiana, illumos, and Sun Microsystems

2004-2010: Development at Sun Microsystems

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In 1987, AT&T Corporation and Sun announced that they were collaborating on a project to merge the most popular Unix variants on the market at that time: Berkeley Software Distribution, UNIX System V, and Xenix. This became Unix System V Release 4 (SVR4).[11] The project was released under the name Solaris, which became the successor to SunOS 4 (although SunOS 4.1.x micro releases were retroactively named Solaris 1).[12]

ZFS was designed and implemented by a team at Sun led by Jeff Bonwick, Bill Moore,[13] and Matthew Ahrens. It was announced on September 14, 2004,[14] but development started in 2001.[15] Source code for ZFS was integrated into the main trunk of Solaris development on October 31, 2005[16] and released for developers as part of build 27 of OpenSolaris on November 16, 2005. In June 2006, Sun announced that ZFS was included in the mainstream 6/06 update to Solaris 10.[17]

Solaris was originally developed as proprietary software, but Sun Microsystems was an early commercial proponent of open source software and in June 2005 released most of the Solaris codebase under the CDDL license and founded the OpenSolaris open-source project.[18] In Solaris 10 6/06 ("U2"), Sun added the ZFS file system and frequently updated ZFS with new features during the next 5 years. ZFS was ported to Linux, Mac OS X (continued as MacZFS), and FreeBSD, under this open source license.

The name at one point was said to stand for "Zettabyte File System",[19] but by 2006, the name was no longer considered to be an abbreviation.[20] A ZFS file system can store up to 256 quadrillion zettabytes (ZB).

In September 2007, NetApp sued Sun, claiming that ZFS infringed some of NetApp's patents on Write Anywhere File Layout. Sun counter-sued in October the same year claiming the opposite. The lawsuits were ended in 2010 with an undisclosed settlement.[21]

2010-current: Development at Oracle, OpenZFS

[edit]
Main articles: Oracle ZFS § History, and OpenZFS § History

Ported versions of ZFS began to appear in 2005. After the Sun acquisition by Oracle in 2010, Oracle's version of ZFS became closed source, and the development of open-source versions proceeded independently, coordinated by OpenZFS from 2013.

Features

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Summary

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Examples of features specific to ZFS include:

  • Designed for long-term storage of data, and indefinitely scaled datastore sizes with zero data loss, and high configurability.
  • Hierarchical checksumming of all data and metadata, ensuring that the entire storage system can be verified on use, and confirmed to be correctly stored, or remedied if corrupt. Checksums are stored with a block's parent block, rather than with the block itself. This contrasts with many file systems where checksums (if held) are stored with the data so that if the data is lost or corrupt, the checksum is also likely to be lost or incorrect.
  • Can store a user-specified number of copies of data or metadata, or selected types of data, to improve the ability to recover from data corruption of important files and structures.
  • Automatic rollback of recent changes to the file system and data, in some circumstances, in the event of an error or inconsistency.
  • Automated and (usually) silent self-healing of data inconsistencies and write failure when detected, for all errors where the data is capable of reconstruction. Data can be reconstructed using all of the following: error detection and correction checksums stored in each block's parent block; multiple copies of data (including checksums) held on the disk; write intentions logged on the SLOG (ZIL) for writes that should have occurred but did not occur (after a power failure); parity data from RAID/RAID-Z disks and volumes; copies of data from mirrored disks and volumes.
  • Native handling of standard RAID levels and additional ZFS RAID layouts ("RAID-Z"). The RAID-Z levels stripe data across only the disks required, for efficiency (many RAID systems stripe indiscriminately across all devices), and checksumming allows rebuilding of inconsistent or corrupted data to be minimized to those blocks with defects;
  • Native handling of tiered storage and caching devices, which is usually a volume related task. Because ZFS also understands the file system, it can use file-related knowledge to inform, integrate, and optimize its tiered storage handling which a separate device cannot;
  • Native handling of snapshots and backup/replication which can be made efficient by integrating the volume and file handling. Relevant tools are provided at a low level and require external scripts and software for utilization.
  • Native data compression and deduplication, although the latter is largely handled in RAM and is memory hungry.
  • Efficient rebuilding of RAID arrays—a RAID controller often has to rebuild an entire disk, but ZFS can combine disk and file knowledge to limit any rebuilding to data which is actually missing or corrupt, greatly speeding up rebuilding;
  • Unaffected by RAID hardware changes which affect many other systems. On many systems, if self-contained RAID hardware such as a RAID card fails, or the data is moved to another RAID system, the file system will lack information that was on the original RAID hardware, which is needed to manage data on the RAID array. This can lead to a total loss of data unless near-identical hardware can be acquired and used as a "stepping stone". Since ZFS manages RAID itself, a ZFS pool can be migrated to other hardware, or the operating system can be reinstalled, and the RAID-Z structures and data will be recognized and immediately accessible by ZFS again.
  • Ability to identify data that would have been found in a cache but has been discarded recently instead; this allows ZFS to reassess its caching decisions in light of later use and facilitates very high cache-hit levels (ZFS cache hit rates are typically over 80%);
  • Alternative caching strategies can be used for data that would otherwise cause delays in data handling. For example, synchronous writes which are capable of slowing down the storage system can be converted to asynchronous writes by being written to a fast separate caching device, known as the SLOG (sometimes called the ZIL – ZFS Intent Log).
  • Highly tunable—many internal parameters can be configured for optimal functionality.
  • Can be used for high availability clusters and computing, although not fully designed for this use.

Data integrity

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See also: Hard disk error rates and handling and Silent data corruption

One major feature that distinguishes ZFS from other file systems is that it is designed with a focus on data integrity by protecting the user's data on disk against silent data corruption caused by data degradation, power surges (voltage spikes), bugs in disk firmware, phantom writes (the previous write did not make it to disk), misdirected reads/writes (the disk accesses the wrong block), DMA parity errors between the array and server memory or from the driver (since the checksum validates data inside the array), driver errors (data winds up in the wrong buffer inside the kernel), accidental overwrites (such as swapping to a live file system), etc..

A 1999 study showed that neither any of the then-major and widespread filesystems (such as UFS, Ext,[22] XFS, JFS, or NTFS), nor hardware RAID (which has some issues with data integrity) provided sufficient protection against data corruption problems.[23][24][25][26] Initial research indicates that ZFS protects data better than earlier efforts.[27][28] It is also faster than UFS[29][30] and can be seen as its replacement.

Within ZFS, data integrity is achieved by using a Fletcher-based checksum or a SHA-256 hash throughout the file system tree.[31] Each block of data is checksummed and the checksum value is then saved in the pointer to that block—rather than at the actual block itself. Next, the block pointer is checksummed, with the value being saved at its pointer. This checksumming continues all the way up the file system's data hierarchy to the root node, which is also checksummed, thus creating a Merkle tree.[31] In-flight data corruption or phantom reads/writes (the data written/read checksums correctly but is actually wrong) are undetectable by most filesystems as they store the checksum with the data. ZFS stores the checksum of each block in its parent block pointer so that the entire pool self-validates.[31]

When a block is accessed, regardless of whether it is data or meta-data, its checksum is calculated and compared with the stored checksum value of what it "should" be. If the checksums match, the data are passed up the programming stack to the process that asked for it; if the values do not match, then ZFS can heal the data if the storage pool provides data redundancy (such as with internal mirroring), assuming that the copy of data is undamaged and with matching checksums.[32] It is optionally possible to provide additional in-pool redundancy by specifying copies=2 (or copies=3), which means that data will be stored twice (or three times) on the disk, effectively halving (or, for copies=3, reducing to one-third) the storage capacity of the disk.[33] Additionally, some kinds of data used by ZFS to manage the pool are stored multiple times by default for safety even with the default copies=1 setting.

If other copies of the damaged data exist or can be reconstructed from checksums and parity data, ZFS will use a copy of the data (or recreate it via a RAID recovery mechanism) and recalculate the checksum—ideally resulting in the reproduction of the originally expected value. If the data passes this integrity check, the system can then update all faulty copies with known-good data and redundancy will be restored.

If there are no copies of the damaged data, ZFS puts the pool in a faulted state,[34] preventing its future use and providing no documented ways to recover pool contents.

Consistency of data held in memory, such as cached data in the ARC, is not checked by default, as ZFS is expected to run on enterprise-quality hardware with error correcting RAM. However, the capability to check in-memory data exists and can be enabled using "debug flags".[35]

RAID ("RAID-Z")

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For ZFS to be able to guarantee data integrity, it needs multiple copies of the data, usually spread across multiple disks. This is typically achieved by using either a RAID controller or so-called "soft" RAID (built into a file system).

Avoidance of hardware RAID controllers

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While ZFS can work with hardware RAID devices, it will usually work more efficiently and with greater data protection if it has raw access to all storage devices. ZFS relies on the disk for an honest view to determine the moment data is confirmed as safely written and has numerous algorithms designed to optimize its use of caching, cache flushing, and disk handling.

Disks connected to the system using a hardware, firmware, other "soft" RAID, or any other controller that modifies the ZFS-to-disk I/O path will affect ZFS performance and data integrity. If a third-party device performs caching or presents drives to ZFS as a single system without the low level view ZFS relies upon, there is a much greater chance that the system will perform less optimally and that ZFS will be less likely to prevent failures, recover from failures more slowly, or lose data due to a write failure. For example, if a hardware RAID card is used, ZFS may not be able to determine the condition of disks, determine if the RAID array is degraded or rebuilding, detect all data corruption, place data optimally across the disks, make selective repairs, control how repairs are balanced with ongoing use, or make repairs that ZFS could usually undertake. The hardware RAID card will interfere with ZFS' algorithms. RAID controllers also usually add controller-dependent data to the drives which prevents software RAID from accessing the user data. In the case of a hardware RAID controller failure, it may be possible to read the data with another compatible controller, but this isn't always possible and a replacement may not be available. Alternate hardware RAID controllers may not understand the original manufacturer's custom data required to manage and restore an array.

Unlike most other systems where RAID cards or similar hardware can offload resources and processing to enhance performance and reliability, with ZFS it is strongly recommended that these methods not be used as they typically reduce the system's performance and reliability.

If disks must be attached through a RAID or other controller, it is recommended to minimize the amount of processing done in the controller by using a plain HBA (host adapter), a simple fanout card, or configure the card in JBOD mode (i.e. turn off RAID and caching functions), to allow devices to be attached with minimal changes in the ZFS-to-disk I/O pathway. A RAID card in JBOD mode may still interfere if it has a cache or, depending upon its design, may detach drives that do not respond in time (as has been seen with many energy-efficient consumer-grade hard drives), and as such, may require Time-Limited Error Recovery (TLER)/CCTL/ERC-enabled drives to prevent drive dropouts, so not all cards are suitable even with RAID functions disabled.[36]

ZFS's approach: RAID-Z and mirroring

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Instead of hardware RAID, ZFS employs "soft" RAID, offering RAID-Z (parity based like RAID 5 and similar) and disk mirroring (similar to RAID 1). The schemes are highly flexible.

RAID-Z is a data/parity distribution scheme like RAID-5, but uses dynamic stripe width: every block is its own RAID stripe, regardless of blocksize, resulting in every RAID-Z write being a full-stripe write. This, when combined with the copy-on-write transactional semantics of ZFS, eliminates the write hole error. RAID-Z is also faster than traditional RAID 5 because it does not need to perform the usual read-modify-write sequence.[37]

As all stripes are of different sizes, RAID-Z reconstruction has to traverse the filesystem metadata to determine the actual RAID-Z geometry. This would be impossible if the filesystem and the RAID array were separate products, whereas it becomes feasible when there is an integrated view of the logical and physical structure of the data. Going through the metadata means that ZFS can validate every block against its 256-bit checksum as it goes, whereas traditional RAID products usually cannot do this.[37]

In addition to handling whole-disk failures, RAID-Z can also detect and correct silent data corruption, offering "self-healing data": when reading a RAID-Z block, ZFS compares it against its checksum, and if the data disks did not return the right answer, ZFS reads the parity and then figures out which disk returned bad data. Then, it repairs the damaged data and returns good data to the requestor.[37]

RAID-Z and mirroring do not require any special hardware: they do not need NVRAM for reliability, and they do not need write buffering for good performance or data protection. With RAID-Z, ZFS provides fast, reliable storage using cheap, commodity disks.[promotion?][37]

There are five different RAID-Z modes: striping (similar to RAID 0, offers no redundancy), RAID-Z1 (similar to RAID 5, allows one disk to fail), RAID-Z2 (similar to RAID 6, allows two disks to fail), RAID-Z3 (a RAID 7[a] configuration, allows three disks to fail), and mirroring (similar to RAID 1, allows all but one disk to fail).[39]

The need for RAID-Z3 arose in the early 2000s as multi-terabyte capacity drives became more common. This increase in capacity—without a corresponding increase in throughput speeds—meant that rebuilding an array due to a failed drive could "easily take weeks or months" to complete.[38] During this time, the older disks in the array will be stressed by the additional workload, which could result in data corruption or drive failure. By increasing parity, RAID-Z3 reduces the chance of data loss by simply increasing redundancy.[40]

Resilvering and scrub (array syncing and integrity checking)

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ZFS has no tool equivalent to fsck (the standard Unix and Linux data checking and repair tool for file systems).[41] Instead, ZFS has a built-in scrub function which regularly examines all data and repairs silent corruption and other problems. Some differences are:

  • fsck must be run on an offline filesystem, which means the filesystem must be unmounted and is not usable while being repaired, while scrub is designed to be used on a mounted, live filesystem, and does not need the ZFS filesystem to be taken offline.
  • fsck usually only checks metadata (such as the journal log) but never checks the data itself. This means, after an fsck, the data might still not match the original data as stored.
  • fsck cannot always validate and repair data when checksums are stored with data (often the case in many file systems), because the checksums may also be corrupted or unreadable. ZFS always stores checksums separately from the data they verify, improving reliability and the ability of scrub to repair the volume. ZFS also stores multiple copies of data—metadata, in particular, may have upwards of 4 or 6 copies (multiple copies per disk and multiple disk mirrors per volume), greatly improving the ability of scrub to detect and repair extensive damage to the volume, compared to fsck.
  • scrub checks everything, including metadata and the data. The effect can be observed by comparing fsck to scrub times—sometimes a fsck on a large RAID completes in a few minutes, which means only the metadata was checked. Traversing all metadata and data on a large RAID takes many hours, which is exactly what scrub does.
  • while fsck detects and tries to fix errors using available filesystem data, scrub relies on redundancy to recover from issues. While fsck offers to fix the file system with partial data loss, scrub puts it into faulted state if there is no redundancy.[34]

The official recommendation from Sun/Oracle is to scrub enterprise-level disks once a month, and cheaper commodity disks once a week.[42][43]

Capacity

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ZFS is a 128-bit file system,[44][16] so it can address 1.84 × 1019 times more data than 64-bit systems such as Btrfs. The maximum limits of ZFS are designed to be so large that they should never be encountered in practice. For instance, fully populating a single zpool with 2128 bits of data would require 3×1024 TB hard disk drives.[45]

Some theoretical limits in ZFS are:

  • 16 exbibytes (264 bytes): maximum size of a single file
  • 248: number of entries in any individual directory[46]
  • 16 exbibytes: maximum size of any attribute
  • 256: number of attributes of a file (actually constrained to 248 for the number of files in a directory)
  • 256 quadrillion zebibytes (2128 bytes): maximum size of any zpool
  • 264: number of devices in any zpool
  • 264: number of file systems in a zpool
  • 264: number of zpools in a system

Encryption

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With Oracle Solaris, the encryption capability in ZFS[47] is embedded into the I/O pipeline. During writes, a block may be compressed, encrypted, checksummed and then deduplicated, in that order. The policy for encryption is set at the dataset level when datasets (file systems or ZVOLs) are created. The wrapping keys provided by the user/administrator can be changed at any time without taking the file system offline. The default behaviour is for the wrapping key to be inherited by any child data sets. The data encryption keys are randomly generated at dataset creation time. Only descendant datasets (snapshots and clones) share data encryption keys.[48] A command to switch to a new data encryption key for the clone or at any time is provided—this does not re-encrypt already existing data, instead utilising an encrypted master-key mechanism.

As of 2019 the encryption feature is also fully integrated into OpenZFS 0.8.0 available for Debian and Ubuntu Linux distributions.[49]

There have been anecdotal end-user reports of failures when using ZFS native encryption. An exact cause has not been established.[50][51]

Read/write efficiency

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ZFS will automatically allocate data storage across all vdevs in a pool (and all devices in each vdev) in a way that generally maximises the performance of the pool. ZFS will also update its write strategy to take account of new disks added to a pool, when they are added.

As a general rule, ZFS allocates writes across vdevs based on the free space in each vdev. This ensures that vdevs which have proportionately less data already, are given more writes when new data is to be stored. This helps to ensure that as the pool becomes more used, the situation does not develop that some vdevs become full, forcing writes to occur on a limited number of devices. It also means that when data is read (and reads are much more frequent than writes in most uses), different parts of the data can be read from as many disks as possible at the same time, giving much higher read performance. Therefore, as a general rule, pools and vdevs should be managed and new storage added, so that the situation does not arise that some vdevs in a pool are almost full and others almost empty, as this will make the pool less efficient.

Free space in ZFS tends to become fragmented with usage. ZFS does not have a mechanism for defragmenting free space. There are anecdotal end-user reports of diminished performance when high free-space fragmentation is coupled with disk space over-utilization.[52][53]


Other features

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Storage devices, spares, and quotas

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Pools can have hot spares to compensate for failing disks. When mirroring, block devices can be grouped according to physical chassis, so that the filesystem can continue in the case of the failure of an entire chassis.

Storage pool composition is not limited to similar devices, but can consist of ad-hoc, heterogeneous collections of devices, which ZFS seamlessly pools together, subsequently doling out space to datasets (file system instances or ZVOLs) as needed. Arbitrary storage device types can be added to existing pools to expand their size.[54]

The storage capacity of all vdevs is available to all of the file system instances in the zpool. A quota can be set to limit the amount of space a file system instance can occupy, and a reservation can be set to guarantee that space will be available to a file system instance.

Caching mechanisms: ARC, L2ARC, Transaction groups, ZIL, SLOG, Special VDEV

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ZFS uses different layers of disk cache to speed up read and write operations. Ideally, all data should be stored in RAM, but that is usually too expensive. Therefore, data is automatically cached in a hierarchy to optimize performance versus cost;[55] these are often called "hybrid storage pools".[56] Frequently accessed data will be stored in RAM, and less frequently accessed data can be stored on slower media, such as solid-state drives (SSDs). Data that is not often accessed is not cached and left on the slow hard drives. If old data is suddenly read a lot, ZFS will automatically move it to SSDs or to RAM.

ZFS caching mechanisms include one each for reads and writes, and in each case, two levels of caching can exist, one in computer memory (RAM) and one on fast storage (usually solid-state drives (SSDs)), for a total of four caches.

  Where stored Read cache Write cache
First level cache In RAM Known as ARC, due to its use of a variant of the adaptive replacement cache (ARC) algorithm. RAM will always be used for caching, thus this level is always present. The efficiency of the ARC algorithm means that disks will often not need to be accessed, provided the ARC size is sufficiently large. If RAM is too small there will hardly be any ARC at all; in this case, ZFS always needs to access the underlying disks, which impacts performance, considerably. Handled by means of "transaction groups" – writes are collated over a short period (typically 5 – 30 seconds) up to a given limit, with each group being written to disk ideally while the next group is being collated. This allows writes to be organized more efficiently for the underlying disks at the risk of minor data loss of the most recent transactions upon power interruption or hardware fault. In practice the power loss risk is avoided by ZFS write journaling and by the SLOG/ZIL second tier write cache pool (see below), so writes will only be lost if a write failure happens at the same time as a total loss of the second tier SLOG pool, and then only when settings related to synchronous writing and SLOG use are set in a way that would allow such a situation to arise. If data is received faster than it can be written, data receipt is paused until the disks can catch up.
Second level cache & Intent log On fast storage devices (which can be added or removed from a "live" system without disruption in current versions of ZFS, although not always in older versions) Known as L2ARC ("Level 2 ARC"), optional. ZFS will cache as much data in L2ARC as it can, which can be tens or hundreds of gigabytes in many cases. L2ARC will also considerably speed up deduplication if the entire deduplication table can be cached in L2ARC. It can take several hours to fully populate the L2ARC from empty (before ZFS has decided which data are "hot" and should be cached). If the L2ARC device is lost, all reads will go out to the disks which slows down performance, but nothing else will happen (no data will be lost). Known as SLOG or ZIL ("ZFS Intent Log") – the terms are often used incorrectly. A SLOG (secondary log device) is an optional dedicated cache on a separate device, for recording writes, in the event of a system issue. If an SLOG device exists, it will be used for the ZFS Intent Log as a second level log, and if no separate cache device is provided, the ZIL will be created on the main storage devices instead. The SLOG thus, technically, refers to the dedicated disk to which the ZIL is offloaded, in order to speed up the pool. Strictly speaking, ZFS does not use the SLOG device to cache its disk writes. Rather, it uses SLOG to ensure writes are captured to a permanent storage medium as quickly as possible, so that in the event of power loss or write failure, no data which was acknowledged as written, will be lost. The SLOG device allows ZFS to speedily store writes and quickly report them as written, even for storage devices such as HDDs that are much slower. In the normal course of activity, the SLOG is never referred to or read, and it does not act as a cache; its purpose is to safeguard data in flight during the few seconds taken for collation and "writing out", in case the eventual write were to fail. If all goes well, then the storage pool will be updated at some point within the next 5 to 60 seconds, when the current transaction group is written out to disk (see above), at which point the saved writes on the SLOG will simply be ignored and overwritten. If the write eventually fails, or the system suffers a crash or fault preventing its writing, then ZFS can identify all the writes that it has confirmed were written, by reading back the SLOG (the only time it is read from), and use this to completely repair the data loss.

This becomes crucial if a large number of synchronous writes take place (such as with ESXi, NFS and some databases),[57] where the client requires confirmation of successful writing before continuing its activity; the SLOG allows ZFS to confirm writing is successful much more quickly than if it had to write to the main store every time, without the risk involved in misleading the client as to the state of data storage. If there is no SLOG device then part of the main data pool will be used for the same purpose, although this is slower.

If the log device itself is lost, it is possible to lose the latest writes, therefore the log device should be mirrored. In earlier versions of ZFS, loss of the log device could result in loss of the entire zpool, although this is no longer the case. Therefore, one should upgrade ZFS if planning to use a separate log device.

A number of other caches, cache divisions, and queues also exist within ZFS. For example, each VDEV has its own data cache, and the ARC cache is divided between data stored by the user and metadata used by ZFS, with control over the balance between these.

Special VDEV Class
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In OpenZFS 0.8 and later, it is possible to configure a Special VDEV class to preferentially store filesystem metadata, and optionally the Data Deduplication Table (DDT), and small filesystem blocks.[58] This allows, for example, to create a Special VDEV on fast solid-state storage to store the metadata, while the regular file data is stored on spinning disks. This speeds up metadata-intensive operations such as filesystem traversal, scrub, and resilver, without the expense of storing the entire filesystem on solid-state storage.

Copy-on-write transactional model

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ZFS uses a copy-on-write transactional object model. All block pointers within the filesystem contain a 256-bit checksum or 256-bit hash (currently a choice between Fletcher-2, Fletcher-4, or SHA-256)[59] of the target block, which is verified when the block is read. Blocks containing active data are never overwritten in place; instead, a new block is allocated, modified data is written to it, then any metadata blocks referencing it are similarly read, reallocated, and written. To reduce the overhead of this process, multiple updates are grouped into transaction groups, and ZIL (intent log) write cache is used when synchronous write semantics are required. The blocks are arranged in a tree, as are their checksums (see Merkle signature scheme).

Snapshots and clones

[edit]

An advantage of copy-on-write is that, when ZFS writes new data, the blocks containing the old data can be retained, allowing a snapshot version of the file system to be maintained. ZFS snapshots are consistent (they reflect the entire data as it existed at a single point in time), and can be created extremely quickly, since all the data composing the snapshot is already stored, with the entire storage pool often snapshotted several times per hour. They are also space efficient, since any unchanged data is shared among the file system and its snapshots. Snapshots are inherently read-only, ensuring they will not be modified after creation, although they should not be relied on as a sole means of backup. Entire snapshots can be restored and also files and directories within snapshots.

Writeable snapshots ("clones") can also be created, resulting in two independent file systems that share a set of blocks. As changes are made to any of the clone file systems, new data blocks are created to reflect those changes, but any unchanged blocks continue to be shared, no matter how many clones exist. This is an implementation of the Copy-on-write principle.

Sending and receiving snapshots

[edit]

ZFS file systems can be moved to other pools, also on remote hosts over the network, as the send command creates a stream representation of the file system's state. This stream can either describe complete contents of the file system at a given snapshot, or it can be a delta between snapshots. Computing the delta stream is very efficient, and its size depends on the number of blocks changed between the snapshots. This provides an efficient strategy, e.g., for synchronizing offsite backups or high availability mirrors of a pool.

Dynamic striping

[edit]

Dynamic striping across all devices to maximize throughput means that as additional devices are added to the zpool, the stripe width automatically expands to include them; thus, all disks in a pool are used, which balances the write load across them.[60]

Variable block sizes

[edit]

ZFS uses variable-sized blocks, with 128 KB as the default size. Available features allow the administrator to tune the maximum block size which is used, as certain workloads do not perform well with large blocks. If data compression is enabled, variable block sizes are used. If a block can be compressed to fit into a smaller block size, the smaller size is used on the disk to use less storage and improve IO throughput (though at the cost of increased CPU use for the compression and decompression operations).[61]

Lightweight filesystem creation

[edit]

In ZFS, filesystem manipulation within a storage pool is easier than volume manipulation within a traditional filesystem; the time and effort required to create or expand a ZFS filesystem is closer to that of making a new directory than it is to volume manipulation in some other systems.[citation needed]

Adaptive endianness

[edit]

Pools and their associated ZFS file systems can be moved between different platform architectures, including systems implementing different byte orders. The ZFS block pointer format stores filesystem metadata in an endian-adaptive way; individual metadata blocks are written with the native byte order of the system writing the block. When reading, if the stored endianness does not match the endianness of the system, the metadata is byte-swapped in memory.

This does not affect the stored data; as is usual in POSIX systems, files appear to applications as simple arrays of bytes, so applications creating and reading data remain responsible for doing so in a way independent of the underlying system's endianness.

Deduplication

[edit]

Data deduplication capabilities were added to the ZFS source repository at the end of October 2009,[62] and relevant OpenSolaris ZFS development packages have been available since December 3, 2009 (build 128).

Effective use of deduplication may require large RAM capacity; recommendations range between 1 and 5 GB of RAM for every TB of storage.[63][64][65] An accurate assessment of the memory required for deduplication is made by referring to the number of unique blocks in the pool, and the number of bytes on disk and in RAM ("core") required to store each record—these figures are reported by inbuilt commands such as zpool and zdb. Insufficient physical memory or lack of ZFS cache can result in virtual memory thrashing when using deduplication, which can cause performance to plummet, or result in complete memory starvation.[citation needed] Because deduplication occurs at write-time, it is also very CPU-intensive and this can also significantly slow down a system.

Other storage vendors use modified versions of ZFS to achieve very high data compression ratios. Two examples in 2012 were GreenBytes[66] and Tegile.[67] In May 2014, Oracle bought GreenBytes for its ZFS deduplication and replication technology.[68]

As described above, deduplication is usually not recommended due to its heavy resource requirements (especially RAM) and impact on performance (especially when writing), other than in specific circumstances where the system and data are well-suited to this space-saving technique.

Additional capabilities

[edit]
  • Explicit I/O priority with deadline scheduling.[citation needed]
  • Claimed globally optimal I/O sorting and aggregation.[citation needed]
  • Multiple independent prefetch streams with automatic length and stride detection.[citation needed]
  • Parallel, constant-time directory operations.[citation needed]
  • End-to-end checksumming, using a kind of "Data Integrity Field", allowing data corruption detection (and recovery if you have redundancy in the pool). A choice of 3 hashes can be used, optimized for speed (fletcher), standardization and security (SHA256) and salted hashes (Skein).[69]
  • Transparent filesystem compression. Supports LZJB, gzip,[70] LZ4 and Zstd.
  • Intelligent scrubbing and resilvering (resyncing).[71]
  • Load and space usage sharing among disks in the pool.[72]
  • Ditto blocks: Configurable data replication per filesystem, with zero, one or two extra copies requested per write for user data, and with that same base number of copies plus one or two for metadata (according to metadata importance).[73] If the pool has several devices, ZFS tries to replicate over different devices. Ditto blocks are primarily an additional protection against corrupted sectors, not against total disk failure.[74]
  • ZFS design (copy-on-write + superblocks) is safe when using disks with write cache enabled, if they honor the write barriers.[citation needed] This feature provides safety and a performance boost compared with some other filesystems.[according to whom?]
  • On Solaris, when entire disks are added to a ZFS pool, ZFS automatically enables their write cache. This is not done when ZFS only manages discrete slices of the disk, since it does not know if other slices are managed by non-write-cache safe filesystems, like UFS.[citation needed] The FreeBSD implementation can handle disk flushes for partitions thanks to its GEOM framework, and therefore does not suffer from this limitation.[citation needed]
  • Per-user, per-group, per-project, and per-dataset quota limits.[75]
  • Filesystem encryption since Solaris 11 Express,[76] and OpenZFS (ZoL) 0.8.[58] (on some other systems ZFS can utilize encrypted disks for a similar effect; GELI on FreeBSD can be used this way to create fully encrypted ZFS storage).
  • Pools can be imported in read-only mode.
  • It is possible to recover data by rolling back entire transactions at the time of importing the zpool.[citation needed]
  • Snapshots can be taken manually or automatically. The older versions of the stored data that they contain can be exposed as full read-only file systems. They can also be exposed as historic versions of files and folders when used with CIFS (also known as SMB, Samba or file shares); this is known as "Previous versions", "VSS shadow copies", or "File history" on Windows, or AFP and "Apple Time Machine" on Apple devices.[77]
  • Disks can be marked as 'spare'. A data pool can be set to automatically and transparently handle disk faults by activating a spare disk and beginning to resilver the data that was on the suspect disk onto it, when needed.

Limitations

[edit]
  • As of Solaris 10 Update 11 and Solaris 11.2, it was neither possible to reduce the number of top-level vdevs in a pool except hot spares, cache, and log devices, nor to otherwise reduce pool capacity.[78] This functionality was said to be in development in 2007.[79] Enhancements to allow reduction of vdevs is under development in OpenZFS.[80] Online shrinking by removing non-redundant top-level vdevs is supported since Solaris 11.4 released in August 2018[81] and OpenZFS (ZoL) 0.8 released May 2019.[58]
  • As of 2008 it was not possible to add a disk as a column to a RAID Z, RAID Z2 or RAID Z3 vdev. However, a new RAID Z vdev can be created instead and added to the zpool.[82]
  • Some traditional nested RAID configurations, such as RAID 51 (a mirror of RAID 5 groups), are not configurable in ZFS, without some 3rd-party tools.[83] Vdevs can only be composed of raw disks or files, not other vdevs, using the default ZFS management commands.[84] However, a ZFS pool effectively creates a stripe (RAID 0) across its vdevs, so the equivalent of a RAID 50 or RAID 60 is common.
  • Reconfiguring the number of devices in a top-level vdev requires copying data offline, destroying the pool, and recreating the pool with the new top-level vdev configuration, except for adding extra redundancy to an existing mirror, which can be done at any time or if all top level vdevs are mirrors with sufficient redundancy the zpool split[85] command can be used to remove a vdev from each top level vdev in the pool, creating a 2nd pool with identical data.

Data recovery

[edit]

ZFS does not ship with tools such as fsck, because the file system itself was designed to self-repair. So long as a storage pool had been built with sufficient attention to the design of storage and redundancy of data, basic tools like fsck were never required. However, if the pool was compromised because of poor hardware, inadequate design or redundancy, or unfortunate mishap, to the point that ZFS was unable to mount the pool, traditionally, there were no other, more advanced, tools which allowed an end-user to attempt partial salvage of the stored data from a badly corrupted pool.

Modern ZFS has improved considerably on this situation over time, and continues to do so:

  • Removal or abrupt failure of caching devices no longer causes pool loss. (At worst, loss of the ZIL may lose very recent transactions, but the ZIL does not usually store more than a few seconds' worth of recent transactions. Loss of the L2ARC cache does not affect data.)
  • If the pool is unmountable, modern versions of ZFS will attempt to identify the most recent consistent point at which the pool can be recovered, at the cost of losing some of the most recent changes to the contents. Copy on write means that older versions of data, including top-level records and metadata, may still exist even though they are superseded, and if so, the pool can be wound back to a consistent state based on them. The older the data, the more likely it is that at least some blocks have been overwritten and that some data will be irrecoverable, so there is a limit at some point, on the ability of the pool to be wound back.
  • Informally, tools exist to probe the reason why ZFS is unable to mount a pool, and guide the user or a developer as to manual changes required to force the pool to mount. These include using zdb (ZFS debug) to find a valid importable point in the pool, using dtrace or similar to identify the issue causing mount failure, or manually bypassing health checks that cause the mount process to abort, and allow mounting of the damaged pool.
  • As of March 2018, a range of significantly enhanced methods are gradually being rolled out within OpenZFS. These include:[86]
  • Code refactoring, and more detailed diagnostic and debug information on mount failures, to simplify diagnosis and fixing of corrupt pool issues;
  • The ability to trust or distrust the stored pool configuration. This is particularly powerful, as it allows a pool to be mounted even when top-level vdevs are missing or faulty, when top level data is suspect, and also to rewind beyond a pool configuration change if that change was connected to the problem. Once the corrupt pool is mounted, readable files can be copied for safety, and it may turn out that data can be rebuilt even for missing vdevs, by using copies stored elsewhere in the pool.
  • The ability to fix the situation where a disk needed in one pool, was accidentally removed and added to a different pool, causing it to lose metadata related to the first pool, which becomes unreadable.

OpenZFS and ZFS

[edit]

Oracle Corporation ceased the public development of both ZFS and OpenSolaris after the acquisition of Sun in 2010. Some developers forked the last public release of OpenSolaris as the Illumos project. Because of the significant advantages present in ZFS, it has been ported to several different platforms with different features and commands. For coordinating the development efforts and to avoid fragmentation, OpenZFS was founded in 2013.

According to Matt Ahrens, one of the main architects of ZFS, over 50% of the original OpenSolaris ZFS code has been replaced in OpenZFS with community contributions as of 2019, making “Oracle ZFS” and “OpenZFS” politically and technologically incompatible.[87]

Commercial and open source products

[edit]
  • 2008: Sun shipped a line of ZFS-based 7000-series storage appliances.[88]
  • 2013: Oracle shipped ZS3 series of ZFS-based filers and seized first place in the SPC-2 benchmark with one of them.[89]
  • 2013: iXsystems ships ZFS-based NAS devices called FreeNAS, (now named TrueNAS CORE), for SOHO and TrueNAS for the enterprise.[90][91]
  • 2014: Netgear ships a line of ZFS-based NAS devices called ReadyDATA, designed to be used in the enterprise.[92]
  • 2015: rsync.net announces a cloud storage platform that allows customers to provision their own zpool and import and export data using zfs send and zfs receive.[93][94]
  • 2020: iXsystems Begins development of a ZFS-based hyperconverged software called TrueNAS SCALE, for SOHO and TrueNAS for the enterprise.[91]

Oracle Corporation, closed source, and forking (from 2010)

[edit]

In January 2010, Oracle Corporation acquired Sun Microsystems, and quickly discontinued the OpenSolaris distribution and the open source development model.[95][96] In August 2010, Oracle discontinued providing public updates to the source code of the Solaris OS/Networking repository, effectively turning Solaris 11 back into a closed source proprietary operating system.[97]

In response to the changing landscape of Solaris and OpenSolaris, the illumos project was launched via webinar[98] on Thursday, August 3, 2010, as a community effort of some core Solaris engineers to continue developing the open source version of Solaris, and complete the open sourcing of those parts not already open sourced by Sun.[99] illumos was founded as a Foundation, the Illumos Foundation, incorporated in the State of California as a 501(c)6 trade association. The original plan explicitly stated that illumos would not be a distribution or a fork. However, after Oracle announced discontinuing OpenSolaris, plans were made to fork the final version of the Solaris ON, allowing illumos to evolve into an operating system of its own.[100] As part of OpenSolaris, an open source version of ZFS was therefore integral within illumos.

ZFS was widely used within numerous platforms, as well as Solaris. Therefore, in 2013, the co-ordination of development work on the open source version of ZFS was passed to an umbrella project, OpenZFS. The OpenZFS framework allows any interested parties to collaboratively develop the core ZFS codebase in common, while individually maintaining any specific extra code which ZFS requires to function and integrate within their own systems.

Version history

[edit]
For later history, see Oracle ZFS § Version history, and OpenZFS § Version history.
Legend:
Old release
Latest FOSS stable release
ZFS Filesystem Version Number Release date Significant changes
1 OpenSolaris Nevada[101] build 36 First release
2 OpenSolaris Nevada b69 Enhanced directory entries. In particular, directory entries now store the object type. For example, file, directory, named pipe, and so on, in addition to the object number.
3 OpenSolaris Nevada b77 Support for sharing ZFS file systems over SMB. Case insensitivity support. System attribute support. Integrated anti-virus support.
4 OpenSolaris Nevada b114 Properties: userquota, groupquota, userused and groupused
5 OpenSolaris Nevada b137 System attributes; symlinks now their own object type
ZFS Pool Version Number Release date Significant changes
1 OpenSolaris Nevada[101] b36 First release
2 OpenSolaris Nevada b38 Ditto Blocks
3 OpenSolaris Nevada b42 Hot spares, double-parity RAID-Z (raidz2), improved RAID-Z accounting
4 OpenSolaris Nevada b62 zpool history
5 OpenSolaris Nevada b62 gzip compression for ZFS datasets
6 OpenSolaris Nevada b62 "bootfs" pool property
7 OpenSolaris Nevada b68 ZIL: adds the capability to specify a separate Intent Log device or devices
8 OpenSolaris Nevada b69 ability to delegate zfs(1M) administrative tasks to ordinary users
9 OpenSolaris Nevada b77 CIFS server support, dataset quotas
10 OpenSolaris Nevada b77 Devices can be added to a storage pool as "cache devices"
11 OpenSolaris Nevada b94 Improved zpool scrub / resilver performance
12 OpenSolaris Nevada b96 Snapshot properties
13 OpenSolaris Nevada b98 Properties: usedbysnapshots, usedbychildren, usedbyrefreservation, and usedbydataset
14 OpenSolaris Nevada b103 passthrough-x aclinherit property support
15 OpenSolaris Nevada b114 Properties: userquota, groupquota, usuerused and groupused; also required FS v4
16 OpenSolaris Nevada b116 STMF property support
17 OpenSolaris Nevada b120 triple-parity RAID-Z
18 OpenSolaris Nevada b121 ZFS snapshot holds
19 OpenSolaris Nevada b125 ZFS log device removal
20 OpenSolaris Nevada b128 zle compression algorithm that is needed to support the ZFS deduplication properties in ZFS pool version 21, which were released concurrently
21 OpenSolaris Nevada b128 Deduplication
22 OpenSolaris Nevada b128 zfs receive properties
23 OpenSolaris Nevada b135 slim ZIL
24 OpenSolaris Nevada b137 System attributes. Symlinks now their own object type. Also requires FS v5.
25 OpenSolaris Nevada b140 Improved pool scrubbing and resilvering statistics
26 OpenSolaris Nevada b141 Improved snapshot deletion performance
27 OpenSolaris Nevada b145 Improved snapshot creation performance (particularly recursive snapshots)
28 OpenSolaris Nevada b147 Multiple virtual device replacements

Note: The Solaris version under development by Sun since the release of Solaris 10 in 2005 was codenamed 'Nevada', and was derived from what was the OpenSolaris codebase. 'Solaris Nevada' is the codename for the next-generation Solaris OS to eventually succeed Solaris 10 and this new code was then pulled successively into new OpenSolaris 'Nevada' snapshot builds.[101] OpenSolaris is now discontinued and OpenIndiana forked from it.[102][103] A final build (b134) of OpenSolaris was published by Oracle (2010-Nov-12) as an upgrade path to Solaris 11 Express.

Operating system support

[edit]

List of Operating Systems, distributions and add-ons that support ZFS, the zpool version it supports, and the Solaris build they are based on (if any):

OS Zpool version Sun/Oracle Build # Comments
Oracle Solaris 11.4 49 11.4.51 (11.4 SRU 51)[104]
Oracle Solaris 11.3 37 0.5.11-0.175.3.1.0.5.0
Oracle Solaris 10 1/13 (U11) 32
Oracle Solaris 11.2 35 0.5.11-0.175.2.0.0.42.0
Oracle Solaris 11 2011.11 34 b175
Oracle Solaris Express 11 2010.11 31 b151a licensed for testing only
OpenSolaris 2009.06 14 b111b
OpenSolaris (last dev) 22 b134
OpenIndiana 5000 b147 distribution based on illumos; creates a name clash naming their build code 'b151a'
Nexenta Core 3.0.1 26 b134+ GNU userland
NexentaStor Community 3.0.1 26 b134+ up to 18 TB, web admin
NexentaStor Community 3.1.0 28 b134+ GNU userland
NexentaStor Community 4.0 5000 b134+ up to 18 TB, web admin
NexentaStor Enterprise 28 b134 + not free, web admin
GNU/kFreeBSD "Squeeze" (Unsupported) 14 Requires package "zfsutils"
GNU/kFreeBSD "Wheezy-9" (Unsupported) 28 Requires package "zfsutils"
FreeBSD 5000
zfs-fuse 0.7.2 23 suffered from performance issues; defunct
ZFS on Linux 0.6.5.8 5000 0.6.0 release candidate has POSIX layer
KQ Infotech's ZFS on Linux 28 defunct; code integrated into LLNL-supported ZFS on Linux
BeleniX 0.8b1 14 b111 small-size live-CD distribution; once based on OpenSolaris
Schillix 0.7.2 28 b147 small-size live-CD distribution; as SchilliX-ON 0.8.0 based on OpenSolaris
StormOS "hail" distribution once based on Nexenta Core 2.0+, Debian Linux; superseded by Dyson OS
Jaris Japanese Solaris distribution; once based on OpenSolaris
MilaX 0.5 20 b128a small-size live-CD distribution; once based on OpenSolaris
FreeNAS 8.0.2 / 8.2 15
FreeNAS 8.3.0 28 based on FreeBSD 8.3
FreeNAS 9.1.0+ 5000 based on FreeBSD 9.1+
XigmaNAS 11.4.0.4/12.2.0.4 5000 based on FreeBSD 11.4/12.2
Korona 4.5.0 22 b134 KDE
EON NAS (v0.6) 22 b130 embedded NAS
EON NAS (v1.0beta) 28 b151a embedded NAS
napp-it 28/5000 Illumos/Solaris Storage appliance; OpenIndiana (Hipster), OmniOS, Solaris 11, Linux (ZFS management)
OmniOS CE 28/5000 illumos-OmniOS branch minimal stable/LTS storage server distribution based on Illumos, community driven
SmartOS 28/5000 Illumos b151+ minimal live distribution based on Illumos (USB/CD boot); cloud and hypervisor use (KVM)
macOS 10.5, 10.6, 10.7, 10.8, 10.9 5000 via MacZFS; superseded by OpenZFS on OS X
macOS 10.6, 10.7, 10.8 28 via ZEVO; superseded by OpenZFS on OS X
NetBSD 22
MidnightBSD 6
Proxmox VE 5000 native support since 2014, pve.proxmox.com/wiki/ZFS_on_Linux
Ubuntu Linux 16.04 LTS+ 5000 native support via installable binary module, wiki.ubuntu.com/ZFS
ZFSGuru 10.1.100 5000

See also

[edit]

Notes

[edit]
  1. ^ While RAID 7 is not a standard RAID level, it has been proposed as a catch-all term for any >3 parity RAID configuration[38]

References

[edit]
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Bibliography

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