linux/Documentation/admin-guide/ext4.rst
Gabriel Krisman Bertazi 0a790fe438 docs: ext4.rst: document case-insensitive directories
Introduces the case-insensitive features on ext4 for system
administrators.  Explain the minimum of design decisions that are
important for sysadmins wanting to enable this feature.

Signed-off-by: Gabriel Krisman Bertazi <krisman@collabora.co.uk>
Signed-off-by: Theodore Ts'o <tytso@mit.edu>
2019-04-25 14:13:27 -04:00

613 lines
27 KiB
ReStructuredText

.. SPDX-License-Identifier: GPL-2.0
========================
ext4 General Information
========================
Ext4 is an advanced level of the ext3 filesystem which incorporates
scalability and reliability enhancements for supporting large filesystems
(64 bit) in keeping with increasing disk capacities and state-of-the-art
feature requirements.
Mailing list: linux-ext4@vger.kernel.org
Web site: http://ext4.wiki.kernel.org
Quick usage instructions
========================
Note: More extensive information for getting started with ext4 can be
found at the ext4 wiki site at the URL:
http://ext4.wiki.kernel.org/index.php/Ext4_Howto
- The latest version of e2fsprogs can be found at:
https://www.kernel.org/pub/linux/kernel/people/tytso/e2fsprogs/
or
http://sourceforge.net/project/showfiles.php?group_id=2406
or grab the latest git repository from:
https://git.kernel.org/pub/scm/fs/ext2/e2fsprogs.git
- Create a new filesystem using the ext4 filesystem type:
# mke2fs -t ext4 /dev/hda1
Or to configure an existing ext3 filesystem to support extents:
# tune2fs -O extents /dev/hda1
If the filesystem was created with 128 byte inodes, it can be
converted to use 256 byte for greater efficiency via:
# tune2fs -I 256 /dev/hda1
- Mounting:
# mount -t ext4 /dev/hda1 /wherever
- When comparing performance with other filesystems, it's always
important to try multiple workloads; very often a subtle change in a
workload parameter can completely change the ranking of which
filesystems do well compared to others. When comparing versus ext3,
note that ext4 enables write barriers by default, while ext3 does
not enable write barriers by default. So it is useful to use
explicitly specify whether barriers are enabled or not when via the
'-o barriers=[0|1]' mount option for both ext3 and ext4 filesystems
for a fair comparison. When tuning ext3 for best benchmark numbers,
it is often worthwhile to try changing the data journaling mode; '-o
data=writeback' can be faster for some workloads. (Note however that
running mounted with data=writeback can potentially leave stale data
exposed in recently written files in case of an unclean shutdown,
which could be a security exposure in some situations.) Configuring
the filesystem with a large journal can also be helpful for
metadata-intensive workloads.
Features
========
Currently Available
-------------------
* ability to use filesystems > 16TB (e2fsprogs support not available yet)
* extent format reduces metadata overhead (RAM, IO for access, transactions)
* extent format more robust in face of on-disk corruption due to magics,
* internal redundancy in tree
* improved file allocation (multi-block alloc)
* lift 32000 subdirectory limit imposed by i_links_count[1]
* nsec timestamps for mtime, atime, ctime, create time
* inode version field on disk (NFSv4, Lustre)
* reduced e2fsck time via uninit_bg feature
* journal checksumming for robustness, performance
* persistent file preallocation (e.g for streaming media, databases)
* ability to pack bitmaps and inode tables into larger virtual groups via the
flex_bg feature
* large file support
* inode allocation using large virtual block groups via flex_bg
* delayed allocation
* large block (up to pagesize) support
* efficient new ordered mode in JBD2 and ext4 (avoid using buffer head to force
the ordering)
* Case-insensitive file name lookups
[1] Filesystems with a block size of 1k may see a limit imposed by the
directory hash tree having a maximum depth of two.
case-insensitive file name lookups
======================================================
The case-insensitive file name lookup feature is supported on a
per-directory basis, allowing the user to mix case-insensitive and
case-sensitive directories in the same filesystem. It is enabled by
flipping the +F inode attribute of an empty directory. The
case-insensitive string match operation is only defined when we know how
text in encoded in a byte sequence. For that reason, in order to enable
case-insensitive directories, the filesystem must have the
casefold feature, which stores the filesystem-wide encoding
model used. By default, the charset adopted is the latest version of
Unicode (12.1.0, by the time of this writing), encoded in the UTF-8
form. The comparison algorithm is implemented by normalizing the
strings to the Canonical decomposition form, as defined by Unicode,
followed by a byte per byte comparison.
The case-awareness is name-preserving on the disk, meaning that the file
name provided by userspace is a byte-per-byte match to what is actually
written in the disk. The Unicode normalization format used by the
kernel is thus an internal representation, and not exposed to the
userspace nor to the disk, with the important exception of disk hashes,
used on large case-insensitive directories with DX feature. On DX
directories, the hash must be calculated using the casefolded version of
the filename, meaning that the normalization format used actually has an
impact on where the directory entry is stored.
When we change from viewing filenames as opaque byte sequences to seeing
them as encoded strings we need to address what happens when a program
tries to create a file with an invalid name. The Unicode subsystem
within the kernel leaves the decision of what to do in this case to the
filesystem, which select its preferred behavior by enabling/disabling
the strict mode. When Ext4 encounters one of those strings and the
filesystem did not require strict mode, it falls back to considering the
entire string as an opaque byte sequence, which still allows the user to
operate on that file, but the case-insensitive lookups won't work.
Options
=======
When mounting an ext4 filesystem, the following option are accepted:
(*) == default
ro
Mount filesystem read only. Note that ext4 will replay the journal (and
thus write to the partition) even when mounted "read only". The mount
options "ro,noload" can be used to prevent writes to the filesystem.
journal_checksum
Enable checksumming of the journal transactions. This will allow the
recovery code in e2fsck and the kernel to detect corruption in the
kernel. It is a compatible change and will be ignored by older
kernels.
journal_async_commit
Commit block can be written to disk without waiting for descriptor
blocks. If enabled older kernels cannot mount the device. This will
enable 'journal_checksum' internally.
journal_path=path, journal_dev=devnum
When the external journal device's major/minor numbers have changed,
these options allow the user to specify the new journal location. The
journal device is identified through either its new major/minor numbers
encoded in devnum, or via a path to the device.
norecovery, noload
Don't load the journal on mounting. Note that if the filesystem was
not unmounted cleanly, skipping the journal replay will lead to the
filesystem containing inconsistencies that can lead to any number of
problems.
data=journal
All data are committed into the journal prior to being written into the
main file system. Enabling this mode will disable delayed allocation
and O_DIRECT support.
data=ordered (*)
All data are forced directly out to the main file system prior to its
metadata being committed to the journal.
data=writeback
Data ordering is not preserved, data may be written into the main file
system after its metadata has been committed to the journal.
commit=nrsec (*)
Ext4 can be told to sync all its data and metadata every 'nrsec'
seconds. The default value is 5 seconds. This means that if you lose
your power, you will lose as much as the latest 5 seconds of work (your
filesystem will not be damaged though, thanks to the journaling). This
default value (or any low value) will hurt performance, but it's good
for data-safety. Setting it to 0 will have the same effect as leaving
it at the default (5 seconds). Setting it to very large values will
improve performance.
barrier=<0|1(*)>, barrier(*), nobarrier
This enables/disables the use of write barriers in the jbd code.
barrier=0 disables, barrier=1 enables. This also requires an IO stack
which can support barriers, and if jbd gets an error on a barrier
write, it will disable again with a warning. Write barriers enforce
proper on-disk ordering of journal commits, making volatile disk write
caches safe to use, at some performance penalty. If your disks are
battery-backed in one way or another, disabling barriers may safely
improve performance. The mount options "barrier" and "nobarrier" can
also be used to enable or disable barriers, for consistency with other
ext4 mount options.
inode_readahead_blks=n
This tuning parameter controls the maximum number of inode table blocks
that ext4's inode table readahead algorithm will pre-read into the
buffer cache. The default value is 32 blocks.
nouser_xattr
Disables Extended User Attributes. See the attr(5) manual page for
more information about extended attributes.
noacl
This option disables POSIX Access Control List support. If ACL support
is enabled in the kernel configuration (CONFIG_EXT4_FS_POSIX_ACL), ACL
is enabled by default on mount. See the acl(5) manual page for more
information about acl.
bsddf (*)
Make 'df' act like BSD.
minixdf
Make 'df' act like Minix.
debug
Extra debugging information is sent to syslog.
abort
Simulate the effects of calling ext4_abort() for debugging purposes.
This is normally used while remounting a filesystem which is already
mounted.
errors=remount-ro
Remount the filesystem read-only on an error.
errors=continue
Keep going on a filesystem error.
errors=panic
Panic and halt the machine if an error occurs. (These mount options
override the errors behavior specified in the superblock, which can be
configured using tune2fs)
data_err=ignore(*)
Just print an error message if an error occurs in a file data buffer in
ordered mode.
data_err=abort
Abort the journal if an error occurs in a file data buffer in ordered
mode.
grpid | bsdgroups
New objects have the group ID of their parent.
nogrpid (*) | sysvgroups
New objects have the group ID of their creator.
resgid=n
The group ID which may use the reserved blocks.
resuid=n
The user ID which may use the reserved blocks.
sb=
Use alternate superblock at this location.
quota, noquota, grpquota, usrquota
These options are ignored by the filesystem. They are used only by
quota tools to recognize volumes where quota should be turned on. See
documentation in the quota-tools package for more details
(http://sourceforge.net/projects/linuxquota).
jqfmt=<quota type>, usrjquota=<file>, grpjquota=<file>
These options tell filesystem details about quota so that quota
information can be properly updated during journal replay. They replace
the above quota options. See documentation in the quota-tools package
for more details (http://sourceforge.net/projects/linuxquota).
stripe=n
Number of filesystem blocks that mballoc will try to use for allocation
size and alignment. For RAID5/6 systems this should be the number of
data disks * RAID chunk size in file system blocks.
delalloc (*)
Defer block allocation until just before ext4 writes out the block(s)
in question. This allows ext4 to better allocation decisions more
efficiently.
nodelalloc
Disable delayed allocation. Blocks are allocated when the data is
copied from userspace to the page cache, either via the write(2) system
call or when an mmap'ed page which was previously unallocated is
written for the first time.
max_batch_time=usec
Maximum amount of time ext4 should wait for additional filesystem
operations to be batch together with a synchronous write operation.
Since a synchronous write operation is going to force a commit and then
a wait for the I/O complete, it doesn't cost much, and can be a huge
throughput win, we wait for a small amount of time to see if any other
transactions can piggyback on the synchronous write. The algorithm
used is designed to automatically tune for the speed of the disk, by
measuring the amount of time (on average) that it takes to finish
committing a transaction. Call this time the "commit time". If the
time that the transaction has been running is less than the commit
time, ext4 will try sleeping for the commit time to see if other
operations will join the transaction. The commit time is capped by
the max_batch_time, which defaults to 15000us (15ms). This
optimization can be turned off entirely by setting max_batch_time to 0.
min_batch_time=usec
This parameter sets the commit time (as described above) to be at least
min_batch_time. It defaults to zero microseconds. Increasing this
parameter may improve the throughput of multi-threaded, synchronous
workloads on very fast disks, at the cost of increasing latency.
journal_ioprio=prio
The I/O priority (from 0 to 7, where 0 is the highest priority) which
should be used for I/O operations submitted by kjournald2 during a
commit operation. This defaults to 3, which is a slightly higher
priority than the default I/O priority.
auto_da_alloc(*), noauto_da_alloc
Many broken applications don't use fsync() when replacing existing
files via patterns such as fd = open("foo.new")/write(fd,..)/close(fd)/
rename("foo.new", "foo"), or worse yet, fd = open("foo",
O_TRUNC)/write(fd,..)/close(fd). If auto_da_alloc is enabled, ext4
will detect the replace-via-rename and replace-via-truncate patterns
and force that any delayed allocation blocks are allocated such that at
the next journal commit, in the default data=ordered mode, the data
blocks of the new file are forced to disk before the rename() operation
is committed. This provides roughly the same level of guarantees as
ext3, and avoids the "zero-length" problem that can happen when a
system crashes before the delayed allocation blocks are forced to disk.
noinit_itable
Do not initialize any uninitialized inode table blocks in the
background. This feature may be used by installation CD's so that the
install process can complete as quickly as possible; the inode table
initialization process would then be deferred until the next time the
file system is unmounted.
init_itable=n
The lazy itable init code will wait n times the number of milliseconds
it took to zero out the previous block group's inode table. This
minimizes the impact on the system performance while file system's
inode table is being initialized.
discard, nodiscard(*)
Controls whether ext4 should issue discard/TRIM commands to the
underlying block device when blocks are freed. This is useful for SSD
devices and sparse/thinly-provisioned LUNs, but it is off by default
until sufficient testing has been done.
nouid32
Disables 32-bit UIDs and GIDs. This is for interoperability with
older kernels which only store and expect 16-bit values.
block_validity(*), noblock_validity
These options enable or disable the in-kernel facility for tracking
filesystem metadata blocks within internal data structures. This
allows multi- block allocator and other routines to notice bugs or
corrupted allocation bitmaps which cause blocks to be allocated which
overlap with filesystem metadata blocks.
dioread_lock, dioread_nolock
Controls whether or not ext4 should use the DIO read locking. If the
dioread_nolock option is specified ext4 will allocate uninitialized
extent before buffer write and convert the extent to initialized after
IO completes. This approach allows ext4 code to avoid using inode
mutex, which improves scalability on high speed storages. However this
does not work with data journaling and dioread_nolock option will be
ignored with kernel warning. Note that dioread_nolock code path is only
used for extent-based files. Because of the restrictions this options
comprises it is off by default (e.g. dioread_lock).
max_dir_size_kb=n
This limits the size of directories so that any attempt to expand them
beyond the specified limit in kilobytes will cause an ENOSPC error.
This is useful in memory constrained environments, where a very large
directory can cause severe performance problems or even provoke the Out
Of Memory killer. (For example, if there is only 512mb memory
available, a 176mb directory may seriously cramp the system's style.)
i_version
Enable 64-bit inode version support. This option is off by default.
dax
Use direct access (no page cache). See
Documentation/filesystems/dax.txt. Note that this option is
incompatible with data=journal.
Data Mode
=========
There are 3 different data modes:
* writeback mode
In data=writeback mode, ext4 does not journal data at all. This mode provides
a similar level of journaling as that of XFS, JFS, and ReiserFS in its default
mode - metadata journaling. A crash+recovery can cause incorrect data to
appear in files which were written shortly before the crash. This mode will
typically provide the best ext4 performance.
* ordered mode
In data=ordered mode, ext4 only officially journals metadata, but it logically
groups metadata information related to data changes with the data blocks into
a single unit called a transaction. When it's time to write the new metadata
out to disk, the associated data blocks are written first. In general, this
mode performs slightly slower than writeback but significantly faster than
journal mode.
* journal mode
data=journal mode provides full data and metadata journaling. All new data is
written to the journal first, and then to its final location. In the event of
a crash, the journal can be replayed, bringing both data and metadata into a
consistent state. This mode is the slowest except when data needs to be read
from and written to disk at the same time where it outperforms all others
modes. Enabling this mode will disable delayed allocation and O_DIRECT
support.
/proc entries
=============
Information about mounted ext4 file systems can be found in
/proc/fs/ext4. Each mounted filesystem will have a directory in
/proc/fs/ext4 based on its device name (i.e., /proc/fs/ext4/hdc or
/proc/fs/ext4/dm-0). The files in each per-device directory are shown
in table below.
Files in /proc/fs/ext4/<devname>
mb_groups
details of multiblock allocator buddy cache of free blocks
/sys entries
============
Information about mounted ext4 file systems can be found in
/sys/fs/ext4. Each mounted filesystem will have a directory in
/sys/fs/ext4 based on its device name (i.e., /sys/fs/ext4/hdc or
/sys/fs/ext4/dm-0). The files in each per-device directory are shown
in table below.
Files in /sys/fs/ext4/<devname>:
(see also Documentation/ABI/testing/sysfs-fs-ext4)
delayed_allocation_blocks
This file is read-only and shows the number of blocks that are dirty in
the page cache, but which do not have their location in the filesystem
allocated yet.
inode_goal
Tuning parameter which (if non-zero) controls the goal inode used by
the inode allocator in preference to all other allocation heuristics.
This is intended for debugging use only, and should be 0 on production
systems.
inode_readahead_blks
Tuning parameter which controls the maximum number of inode table
blocks that ext4's inode table readahead algorithm will pre-read into
the buffer cache.
lifetime_write_kbytes
This file is read-only and shows the number of kilobytes of data that
have been written to this filesystem since it was created.
max_writeback_mb_bump
The maximum number of megabytes the writeback code will try to write
out before move on to another inode.
mb_group_prealloc
The multiblock allocator will round up allocation requests to a
multiple of this tuning parameter if the stripe size is not set in the
ext4 superblock
mb_max_to_scan
The maximum number of extents the multiblock allocator will search to
find the best extent.
mb_min_to_scan
The minimum number of extents the multiblock allocator will search to
find the best extent.
mb_order2_req
Tuning parameter which controls the minimum size for requests (as a
power of 2) where the buddy cache is used.
mb_stats
Controls whether the multiblock allocator should collect statistics,
which are shown during the unmount. 1 means to collect statistics, 0
means not to collect statistics.
mb_stream_req
Files which have fewer blocks than this tunable parameter will have
their blocks allocated out of a block group specific preallocation
pool, so that small files are packed closely together. Each large file
will have its blocks allocated out of its own unique preallocation
pool.
session_write_kbytes
This file is read-only and shows the number of kilobytes of data that
have been written to this filesystem since it was mounted.
reserved_clusters
This is RW file and contains number of reserved clusters in the file
system which will be used in the specific situations to avoid costly
zeroout, unexpected ENOSPC, or possible data loss. The default is 2% or
4096 clusters, whichever is smaller and this can be changed however it
can never exceed number of clusters in the file system. If there is not
enough space for the reserved space when mounting the file mount will
_not_ fail.
Ioctls
======
There is some Ext4 specific functionality which can be accessed by applications
through the system call interfaces. The list of all Ext4 specific ioctls are
shown in the table below.
Table of Ext4 specific ioctls
EXT4_IOC_GETFLAGS
Get additional attributes associated with inode. The ioctl argument is
an integer bitfield, with bit values described in ext4.h. This ioctl is
an alias for FS_IOC_GETFLAGS.
EXT4_IOC_SETFLAGS
Set additional attributes associated with inode. The ioctl argument is
an integer bitfield, with bit values described in ext4.h. This ioctl is
an alias for FS_IOC_SETFLAGS.
EXT4_IOC_GETVERSION, EXT4_IOC_GETVERSION_OLD
Get the inode i_generation number stored for each inode. The
i_generation number is normally changed only when new inode is created
and it is particularly useful for network filesystems. The '_OLD'
version of this ioctl is an alias for FS_IOC_GETVERSION.
EXT4_IOC_SETVERSION, EXT4_IOC_SETVERSION_OLD
Set the inode i_generation number stored for each inode. The '_OLD'
version of this ioctl is an alias for FS_IOC_SETVERSION.
EXT4_IOC_GROUP_EXTEND
This ioctl has the same purpose as the resize mount option. It allows
to resize filesystem to the end of the last existing block group,
further resize has to be done with resize2fs, either online, or
offline. The argument points to the unsigned logn number representing
the filesystem new block count.
EXT4_IOC_MOVE_EXT
Move the block extents from orig_fd (the one this ioctl is pointing to)
to the donor_fd (the one specified in move_extent structure passed as
an argument to this ioctl). Then, exchange inode metadata between
orig_fd and donor_fd. This is especially useful for online
defragmentation, because the allocator has the opportunity to allocate
moved blocks better, ideally into one contiguous extent.
EXT4_IOC_GROUP_ADD
Add a new group descriptor to an existing or new group descriptor
block. The new group descriptor is described by ext4_new_group_input
structure, which is passed as an argument to this ioctl. This is
especially useful in conjunction with EXT4_IOC_GROUP_EXTEND, which
allows online resize of the filesystem to the end of the last existing
block group. Those two ioctls combined is used in userspace online
resize tool (e.g. resize2fs).
EXT4_IOC_MIGRATE
This ioctl operates on the filesystem itself. It converts (migrates)
ext3 indirect block mapped inode to ext4 extent mapped inode by walking
through indirect block mapping of the original inode and converting
contiguous block ranges into ext4 extents of the temporary inode. Then,
inodes are swapped. This ioctl might help, when migrating from ext3 to
ext4 filesystem, however suggestion is to create fresh ext4 filesystem
and copy data from the backup. Note, that filesystem has to support
extents for this ioctl to work.
EXT4_IOC_ALLOC_DA_BLKS
Force all of the delay allocated blocks to be allocated to preserve
application-expected ext3 behaviour. Note that this will also start
triggering a write of the data blocks, but this behaviour may change in
the future as it is not necessary and has been done this way only for
sake of simplicity.
EXT4_IOC_RESIZE_FS
Resize the filesystem to a new size. The number of blocks of resized
filesystem is passed in via 64 bit integer argument. The kernel
allocates bitmaps and inode table, the userspace tool thus just passes
the new number of blocks.
EXT4_IOC_SWAP_BOOT
Swap i_blocks and associated attributes (like i_blocks, i_size,
i_flags, ...) from the specified inode with inode EXT4_BOOT_LOADER_INO
(#5). This is typically used to store a boot loader in a secure part of
the filesystem, where it can't be changed by a normal user by accident.
The data blocks of the previous boot loader will be associated with the
given inode.
References
==========
kernel source: <file:fs/ext4/>
<file:fs/jbd2/>
programs: http://e2fsprogs.sourceforge.net/
useful links: http://fedoraproject.org/wiki/ext3-devel
http://www.bullopensource.org/ext4/
http://ext4.wiki.kernel.org/index.php/Main_Page
http://fedoraproject.org/wiki/Features/Ext4