How to build a storage server from scratch and why you SHOULDN'T!

by 2GuysTek

📚 Main Topics

  1. Introduction to Custom Storage Solutions

    • Discussion on existing storage platforms like TrueNAS SCALE, Unraid, and OpenMediaVault.
    • The motivation to build a custom storage server from scratch.
  2. Defining Features for the Custom Server

    • Essential features: file serving (SMB and NFS), virtualization, container support, ZFS for data protection, monitoring capabilities, and a graphical user interface (GUI).
  3. Choosing the Operating System

    • Decision to use Ubuntu Server 24.04 LTS for its long-term support and familiarity.
  4. Installation of Required Packages

    • Installation of necessary software packages: Samba, NFS, KVM, QEMU, Podman, ZFS utilities, lm-sensors, and the Cockpit GUI.
  5. Comparison of GUIs: Cockpit vs. Webmin

    • Analysis of both GUIs, leading to the choice of Cockpit for its modern interface and compatibility with ZFS.
  6. Installation Process

    • Step-by-step installation of the operating system and required packages.
    • Configuration of the Cockpit GUI and additional modules for managing storage and monitoring.
  7. Building and Managing ZFS Pools

    • Creation of a ZFS storage pool and discussion of its limitations in the GUI.
  8. Troubleshooting and Final Setup

    • Addressing issues with software updates and configuring SMB shares.
    • Testing the functionality of the storage server.

✨ Key Takeaways

  • Building a custom storage server can be a complex and challenging process, especially when trying to achieve feature parity with established solutions.
  • The importance of a user-friendly GUI cannot be overstated, as it significantly impacts the management experience.
  • While it is possible to create a functional storage server using individual software packages, turnkey solutions often provide a more seamless experience.

🧠 Lessons Learned

  1. Complexity of Boot ConfigurationSetting up a RAID1 mirror for boot disks in Ubuntu can be complicated and is generally not recommended.
  2. GUI LimitationsAchieving a true single-pane-of-glass management experience is difficult with available tools, leading to a less-than-ideal user experience.
  3. Appreciation for Turnkey SolutionsThe challenges faced during the build process highlight the value of established storage solutions that handle updates and maintenance more effectively.
  4. Encouragement for DIY ProjectsDespite the challenges, building a custom server can be a rewarding learning experience, and others are encouraged to explore similar projects.

🏁 Conclusion

The journey of building a custom storage server from scratch serves as a reminder of the complexities involved in DIY projects and the advantages of using established solutions. The experience gained can inform future endeavors and help others in their homelab setups.

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