btrfs-progs/Documentation/ch-subvolume-intro.rst
David Sterba 79ef78f0e4 btrfs-progs: docs: more docs updates
Signed-off-by: David Sterba <dsterba@suse.com>
2022-01-10 16:20:34 +01:00

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A BTRFS subvolume is a part of filesystem with its own independent
file/directory hierarchy and inode number namespace. Subvolumes can share file
extents. A snapshot is also subvolume, but with a given initial content of the
original subvolume.
.. note::
A subvolume in BTRFS is not like an LVM logical volume, which is block-level
snapshot while BTRFS subvolumes are file extent-based.
A subvolume looks like a normal directory, with some additional operations
described below. Subvolumes can be renamed or moved, nesting subvolumes is not
restricted but has some implications regarding snapshotting. The numeric id
(called *subvolid* or *rootid*) of the subvolume is persistent and cannot be
changed.
A subvolume in BTRFS can be accessed in two ways:
* like any other directory that is accessible to the user
* like a separately mounted filesystem (options *subvol* or *subvolid*)
In the latter case the parent directory is not visible and accessible. This is
similar to a bind mount, and in fact the subvolume mount does exactly that.
A freshly created filesystem is also a subvolume, called *top-level*,
internally has an id 5. This subvolume cannot be removed or replaced by another
subvolume. This is also the subvolume that will be mounted by default, unless
the default subvolume has been changed (see ``btrfs subvolume set-default``).
A snapshot is a subvolume like any other, with given initial content. By
default, snapshots are created read-write. File modifications in a snapshot
do not affect the files in the original subvolume.
Subvolume flags
---------------
The subvolume flag currently implemented is the *ro* property (read-only
status). Read-write subvolumes have that set to *false*, snapshots as *true*.
In addition to that, a plain snapshot will also have last change generation and
creation generation equal.
Read-only snapshots are building blocks of incremental send (see
``btrfs-send(8)``) and the whole use case relies on unmodified snapshots where
the relative changes are generated from. Thus, changing the subvolume flags
from read-only to read-write will break the assumptions and may lead to
unexpected changes in the resulting incremental stream.
A snapshot that was created by send/receive will be read-only, with different
last change generation, read-only and with set *received_uuid* which identifies
the subvolume on the filesystem that produced the stream. The use case relies
on matching data on both sides. Changing the subvolume to read-write after it
has been received requires to reset the *received_uuid*. As this is a notable
change and could potentially break the incremental send use case, performing
it by **btrfs property set** requires force if that is really desired by user.
.. note::
The safety checks have been implemented in 5.14.2, any subvolumes previously
received (with a valid *received_uuid*) and read-write status may exist and
could still lead to problems with send/receive. You can use **btrfs subvolume
show** to identify them. Flipping the flags to read-only and back to
read-write will reset the *received_uuid* manually. There may exist a
convenience tool in the future.
Nested subvolumes
-----------------
There are no restrictions for subvolume creation, so it's up to the user how to
organize them, whether to have a flat layout (all subvolumes are direct
descendants of the toplevel one), or nested.
What should be mentioned early is that a snapshotting is not recursive, so a
subvolume or a snapshot is effectively a barrier. This can be used
intentionally but could be confusing in case of nested layouts.
Case study: system root layouts
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
There are two ways how the system root directory and subvolume layout could be
organized. The interesting usecase for root is to allow rollbacks to previous
version, as one atomic step. If the entire filesystem hierarchy starting in "/"
is in one subvolume, taking snapshot will encompass all files. This is easy for
the snapshotting part but has undesirable consequences for rollback. For example,
log files would get rolled back too, or any data that are stored on the root
filesystem but are not meant to be rolled back either (database files, VM
images, ...).
Here we could utilize the snapshotting barrier mentioned above, each directory
that stores data to be preserved accross rollbacks is it's own subvolume. This
could be eg. ``/var``. Further more-fine grained partitioning could be done, eg.
adding separate subvolumes for ``/var/log``, ``/var/cache`` etc.
That there are separate subvolumes requrires separate actions to take the
snapshots (here it gets disconnected from the system root snapshots). This needs
to be taken care of by system tools, installers together with selection of which
directories are highly recommended to be separate subvolumes.