Proxmox storage with TrueNAS iSCSI volumes

A few weeks ago, I decided to wipe clean my entire lab setup running Proxmox 6.2. I wanted to connect the latest version of Proxmox VE 8.0-2 using iSCSI LUNs from the TrueNAS® system I have with me. I thought it would be fun to have the configuration steps and the process documented. This is my journal on how to provision a TrueNAS® CORE iSCSI LUN to Proxmox storage. This iSCSI volume in Proxmox is where the VMs will be installed into.

Here is a simplified network diagram of my setup but it will be expanded to a Proxmox cluster in the future with the shared storage.

Proxmox and TrueNAS network setup

Preparing the iSCSI LUN provisioning

The iSCSI LUN (logical unit number) is provisioned as a logical disk volume to the Proxmox node, where the initiator-target relationship and connection are established.

This part assumes that a zvol has been created from the zpool. At the same time, the IQN (iSCSI Qualified Name) should be known to the TrueNAS® storage as it establishes the connection between Proxmox (iSCSI initiator) and TrueNAS (iSCSI target).

The IQN for Proxmox can be found by viewing the content of the /etc/iscsi/initiatorname.iscsi within the Proxmox shell as shown in the screenshot below.

Where to find the Proxmox iSCSI IQN

The green box shows the IQN number of the Proxmox node that starts with iqn.year-month.com.domain:generated-hostname. This will be used during the iSCSI target portal configuration in the TrueNAS® webGUI.

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Storage does not mean Capacity only

I was listening to several storage luminaries in the GestaltIT’s podcastNo one understands Storage anymore” a few of weeks ago. Around the minute of 11.09 in the podcast, Dr. J. Metz, SNIA® Chair, brought up this is powerful quote “Storage does not mean Capacity“. It struck me, not in a funny way. It is what it is, and it something I wanted to say to many who do not understand the storage solutions they are purchasing. It exemplifies what is wrong in the many organizations today in their understanding of investing in a storage infrastructure project.

This is my pet peeve. The first words uttered in most, if not all storage requirements in my line of work are, “I want this many Terabytes of storage“. There are no other details and context of what the other requirement factors are, such as availability, performance, future growth, etc. Or even the goals to achieve when purchasing a storage system and operating it. What is the improvement they are looking for? What are the problems to solve?

Where is the OKR?

It pains me to say this. For the folks who have in the IT industry for years, both end users and IT purveyors alike, most are absolutely clueless about OKR (Objectives and Key Results) for their storage infrastructure project. Many cannot frame the data challenges they are facing, and they have no idea where to go next. There is no alignment. There is no strategy. Even worse, there is no concept of how their storage infrastructure investments will improve their business and operations.

Just the other day, one company director from a renown IT integrator here in Malaysia came calling. He has been in the IT industry since 1989 (I checked his Linkedin profile), asking to for a 100TB storage quote. I asked a few questions about availability, performance, scalability; the usual questions a regular IT guy would ask. He has no idea, and instead of telling me he didn’t know, he gave me a runaround of this and that. Plenty of yada, yada nonsense.

In the end, I told him to buy a consumer grade storage appliance from Taiwan. I will just let him make a fool of himself in front of his customer since he didn’t want to take accountability of ensuring his customer get a proper enterprise storage solution in good faith. His customer is probably in the same mould as well.

Defensive Strategies as Data Foundations

A strong storage infrastructure foundation is vital for good Data Credibility. If you do the right things for your data, there is Data Value, and it will serve your business well. Both Data Credibility and Data Value create confidence. And Confidence equates Trust.

In order to create the defensive strategies let’s look at storage Availability, Protection, Accessibility, Management Security and Compliance. These are 6 of the 8 data points of the A.P.P.A.R.M.S.C. framework.

Offensive Strategies as Competitive Advantage

Once we have achieved stability of the storage infrastructure foundation, then we can turn over and drive towards storage Performance, Recovery, plus things like Scalability and Agility.

With a strong data infrastructure foundation, the organization can embark on the offensive, and begin their business transformation journey, knowing that their data is well run, protection, and performs.

Alignment with Data and Business Goals

Why are the defensive and offensive strategies requiring alignment to business goals?

The fact is simple. It is about improving the business and operations, and setting OKRs is key to measure the ROI (return of investment) of getting the storage systems and the solutions in place. It is about switching the cost-fearing (negative) mindset to a profit-conviction (positive) mindset.

For example, maybe the availability of the data to the business is poor. Maybe there is the need to have access to the data 24×7, because the business is going online. The simple measurable fact is we can move availability from 95% uptime to 99.99% uptime with an HA storage system.

Perhaps there are concerns about recoverability in the deluge of ransomware threats. Setting new RPO goals from 24 hours to 4 hours is a measurable objective to enhance data resiliency.

Or getting the storage systems to deliver higher performance from 350 IOPS to 5000 IOPS for the database.

What I am saying here is these data points are measurable, and they can serve as checkpoints for business and operational improvements. From a management perspective, these can be used as KPI (key performance index) to define continuous improvement of Data Confidence.

Furthermore, it is easy when a OKR dashboard is used to map the improvement markers when organizations use storage to move from point A to point B, where B equates to a new success milestone. The alignment sets the paths to the business targets.

Storage does not mean only Capacity

The sad part is what the OKRs and the measured goals alignments are glaringly missing in the minds of many organizations purchasing a storage infrastructure and data management solution. The people tasked to source a storage technology solution are not placing a set of goals and objectives. Capacity appears to be the only thing on their mind.

I am about to meet a procurement officer of a customer soon. She asked me this question “Why is your storage so expensive?” over email. I want to change her mindset, just like the many officers and C-levels who hold the purse strings.

Let’s frame the use storage infrastructure in the real world. Nobody buys a storage system just to keep data in there much like a puddle keeps stagnant water. Sooner or later the value of the data in the storage evaporates or the value becomes dull if the data is not used well in any ways, shape or form.

Storage systems and the interconnected pathways from on premises, to the next premises, to the edge and to the clouds serve the greater good for Data. Data is used, shared, shaped, improved, enhanced, protected, moved, and more to deliver Value to the Business.

Storage capacity is just one of the few factors to consider when investing in a storage infrastructure solution. In fact, capacity is probably the least important piece when considering a storage solution to achieve the company’s OKRs. If we think about it deeper, setting the foundation for Data in the defensive manner will help elevate value of the data to be promoted with the offensive strategies to gain the competitive advantage.

Storage infrastructure and storage solutions along with data management platforms may appear to be a cost to the annual budgets. If you know set the OKRs, define A to get to B, alignment the goals, storage infrastructure and the data management platforms and practices are investments that are worth their weight in gold. That is my guarantee.

On the flip side, ignoring and avoiding OKRs, and set the strategies without prudence will yield its comeuppance. Technical debts will prevail.

Rant over.

Disaggregation and Composability vital for AI/DL models to scale

New generations of applications and workloads like AI/DL (Artificial Intelligence/Deep Learning), and HPC (High Performance Computing) are breaking the seams of entrenched storage infrastructure models and frameworks. We cannot continue to scale-up or scale-out the storage infrastructure to meet these inundating fluctuating I/O demands. It is time to look at another storage architecture type of infrastructure technology – Composable Infrastructure Architecture.

Infrastructure is changing. The previous staid infrastructure architecture parts of compute, network and storage have long been thrown of the window, precipitated by the rise of x86 server virtualization almost 20 years now. It triggered a tsunami of virtualizing everything, including storage virtualization, which eventually found a more current nomenclature – Software Defined Storage. Both storage virtualization and software defined storage (SDS) are similar and yet different and should be revered through different contexts and similar goals. This Tech Target article laid out both nicely.

As virtualization raged on, converged infrastructure (CI) which evolved into hyperconverged infrastructure (HCI) went fever pitch for a while. Companies like Maxta, Pivot3, Atlantis, are pretty much gone, with HPE® Simplivity and Cisco® Hyperflex occasionally blipped in my radar. In a market that matured very fast, HCI is now dominated by Nutanix™ and VMware®, with smaller Microsoft®, Dell EMC® following them.

From HCI, the attention of virtualization has shifted something more granular, more scalable in containerization. Despite a degree of complexity, containerization is taking agility and scalability to the next level. Kubernetes, Dockers are now mainstay nomenclature of infrastructure engineers and DevOps. So what is driving composable infrastructure? Have we reached the end of virtualization? Not really.

Evolution of infrastructure. Source: IDC

It is just that one part of the infrastructure landscape is changing. This new generation of AI/ML workloads are flipping the coin to the other side of virtualization. As we see the diagram above, IDC brought this mindset change to get us to Think Composability, the next phase of Infrastructure.

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Stating the case for a Storage Appliance approach

I was in Indonesia last week to meet with iXsystems™‘ partner PT Maha Data Solusi. I had the wonderful opportunity to meet with many people there and one interesting and often-replayed question arose. Why aren’t iX doing software-defined-storage (SDS)? It was a very obvious and deliberate question.

After all, iX is already providing the free use of the open source TrueNAS® CORE software that runs on many x86 systems as an SDS solution and yet commercially, iX sell the TrueNAS® storage appliances.

This argument between a storage appliance model and a storage storage only model has been debated for more than a decade, and it does come into my conversations on and off. I finally want to address this here, with my own views and opinions. And I want to inform that I am open to both models, because as a storage consultant, both have their pros and cons, advantages and disadvantages. Up front I gravitate to the storage appliance model, and here’s why.

My story of the storage appliance begins …

Back in the 90s, most of my work was on Fibre Channel and NFS. iSCSI has not existed yet (iSCSI was ratified in 2003). It was almost exclusively on the Sun Microsystems® enterprise storage with Sun’s software resell of the Veritas® software suite that included the Sun Volume Manager (VxVM), Veritas® Filesystem (VxFS), Veritas® Replication (VxVR) and Veritas® Cluster Server (VCS). I didn’t do much Veritas® NetBackup (NBU) although I was trained at Veritas® in Boston in July 1997 (I remembered that 2 weeks’ trip fondly). It was just over 2 months after Veritas® acquired OpenVision. Backup Plus was the NetBackup.

Between 1998-1999, I spent a lot of time working Sun NFS servers. The prevalent networking speed at that time was 100Mbits/sec. And I remember having this argument with a Sun partner engineer by the name of Wong Teck Seng. Teck Seng was an inquisitive fella (still is) and he was raving about this purpose-built NFS server he knew about and he shared his experience with me. I detracted him, brushing aside his always-on tech orgasm, and did not find great things about a NAS storage appliance. Auspex™ was big then, and I knew of them.

I joined NetApp® as Malaysia’s employee #2. It was an odd few months working with a storage appliance but after a couple of months, I started to understand and appreciate the philosophy. The storage Appliance Model made sense to me, even through these days.

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As Disk Drive capacity gets larger (and larger), the resilient Filesystem matters

I just got home from the wonderful iXsystems™ Sales Summit in Knoxville, Tennessee. The key highlight was to christian the opening of iXsystems™ Maryville facility, the key operations center that will house iX engineering, support and part of marketing as well. News of this can be found here.

iX datacenter in the new Maryville facility

Western Digital® has always been a big advocate of iX, and at the Summit, they shared their hard disk drives HDD, solid state drives SSD, and other storage platforms roadmaps. I felt like a kid a candy store because I love all these excitements in the disk drive industry. Who says HDDs are going to be usurped by SSDs?

Several other disk drive manufacturers, including Western Digital®, have announced larger capacity drives. Here are some news of each vendor in recent months

Other than the AFR (annualized failure rates) numbers published by Backblaze every quarter, the Capacity factor has always been a measurement of high interest in the storage industry.

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Nakivo Backup Replication architecture and installation on TrueNAS – Part 1

Backup and Replication software have received strong mandates in organizations with enterprise mindsets and vision. But lower down the rung, small medium organizations are less invested in backup and replication software. These organizations know full well that they must backup, replicate and protect their servers, physical and virtual, and also new workloads in the clouds, given the threat of security breaches and ransomware is looming larger and larger all the time. But many are often put off by the cost of implementing and deploying a Backup and Replication software.

So I explored one of the lesser known backup and recovery software called Nakivo® Backup and Replication (NBR) and took the opportunity to build a backup and replication appliance in my homelab with TrueNAS®. My objective was to create a cost effective option for small medium organizations to enjoy enterprise-grade protection and recovery without the hefty price tag.

This blog, Part 1, writes about the architecture overview of Nakivo® and the installation of the NBR software in TrueNAS® to bake in and create the concept of a backup and replication appliance. Part 2, in a future blog post, will cover the administrative and operations usage of NBR.

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A conceptual distributed enterprise HCI with open source software

Cloud computing has changed everything, at least at the infrastructure level. Kubernetes is changing everything as well, at the application level. Enterprises are attracted by tenets of cloud computing and thus, cloud adoption has escalated. But it does not have to be a zero-sum game. Hybrid computing can give enterprises a balanced choice, and they can take advantage of the best of both worlds.

Open Source has changed everything too because organizations now has a choice to balance their costs and expenditures with top enterprise-grade software. The challenge is what can organizations do to put these pieces together using open source software? Integration of open source infrastructure software and applications can be complex and costly.

The next version of HCI

Hyperconverged Infrastructure (HCI) also changed the game. Integration of compute, network and storage became easier, more seamless and less costly when HCI entered the market. Wrapped with a single control plane, the HCI management component can orchestrate VM (virtual machine) resources without much friction. That was HCI 1.0.

But HCI 1.0 was challenged, because several key components of its architecture were based on DAS (direct attached) storage. Scaling storage from a capacity point of view was limited by storage components attached to the HCI architecture. Some storage vendors decided to be creative and created dHCI (disaggregated HCI). If you break down the components one by one, in my opinion, dHCI is just a SAN (storage area network) to HCI. Maybe this should be HCI 1.5.

A new version of an HCI architecture is swimming in as Angelfish

Kubernetes came into the HCI picture in recent years. Without the weights and dependencies of VMs and DAS at the HCI server layer, lightweight containers orchestrated, mostly by, Kubernetes, made distribution of compute easier. From on-premises to cloud and in between, compute resources can easily spun up or down anywhere.

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How well do you know your data and the storage platform that processes the data

Last week was consumed by many conversations on this topic. I was quite jaded, really. Unfortunately many still take a very simplistic view of all the storage technology, or should I say over-marketing of the storage technology. So much so that the end users make incredible assumptions of the benefits of a storage array or software defined storage platform or even cloud storage. And too often caveats of turning on a feature and tuning a configuration to the max are discarded or neglected. Regards for good storage and data management best practices? What’s that?

I share some of my thoughts handling conversations like these and try to set the right expectations rather than overhype a feature or a function in the data storage services.

Complex data networks and the storage services that serve it

I/O Characteristics

Applications and workloads (A&W) read and write from the data storage services platforms. These could be local DAS (direct access storage), network storage arrays in SAN and NAS, and now objects, or from cloud storage services. Regardless of structured or unstructured data, different A&Ws have different behavioural I/O patterns in accessing data from storage. Therefore storage has to be configured at best to match these patterns, so that it can perform optimally for these A&Ws. Without going into deep details, here are a few to think about:

  • Random and Sequential patterns
  • Block sizes of these A&Ws ranging from typically 4K to 1024K.
  • Causal effects of synchronous and asynchronous I/Os to and from the storage

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